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Author SHA1 Message Date
Khalim Conn-Kowlessar
02afc04ce2 refactor(modelling): ventilation_dependency delegates to the generator + wraps
measure_dependency.py now owns only the selection semantics: the trigger set and
the forced-edge wrapping. It delegates production (detection + pricing) to
recommend_ventilation and wraps the returned Recommendation into the
MeasureDependency, picking the cheapest Option (one MEV today; readies the seam
for MEV-c / MVHR). The orchestrator's _measure_dependencies call is unchanged.
Trimmed the now-redundant option-detail assertions — those live in
test_ventilation_recommendation. 138 pass, behaviour-preserving.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-03 14:04:17 +00:00
Khalim Conn-Kowlessar
631df921de feat(modelling): ventilation Recommendation Generator (detect + price)
recommend_ventilation(epc, products) does the same two jobs as wall/roof/floor —
detect applicability (the has_ventilation guard) and price the work (2 MEV units
+ contingency) — and returns a Recommendation. Ventilation is a Recommendation
like the others; what makes it special (forced when fabric is selected, excluded
from the free pool) stays in the Measure Dependency layer. Detect + price now
live in generators/, not inline in measure_dependency.py. Note it is NOT run by
the candidate-pool runner — it is consumed only by the dependency path.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-03 14:01:14 +00:00
Khalim Conn-Kowlessar
4ed691603f docs: correct S0380.200 handover — interlock was already done; S0380.201 closed pumps
The flagged "priority" (per-main boiler interlock −5pp) was already
implemented (S0380.141 cylinder-thermostat path + S0380.177 room-
thermostat path); case 6 already produces (206)=79/(207)=84 exactly and
0240 is a combi with no cylinder. Records that S0380.201 closed the
secondary dual-system pump item and the remaining case-6 gaps (space
demand +1.28%, HW −1.6%) for full-SapResult promotion.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-03 13:52:13 +00:00
Khalim Conn-Kowlessar
963db2ae23 S0380.201: SAP 10.2 Table 4f note c) second main-system circulation pump
Simulated case 6 (P960-0001-001431, dual oil boiler 51% rads + 49%
underfloor) worksheet (231) = 356 = (230c) central-heating pump 156 +
(230d) oil boiler pump 200. (230c) decomposes per SAP 10.2 Table 4f
note c) (PDF p.175): "Where there are two main heating systems include
two figures from this table" — Main 1 41 kWh (pump age "2013 or later")
+ Main 2 115 kWh (pump age unknown). The cascade summed only Main 1's
circulation pump, giving (231) = 241.

cert_to_inputs now adds the second main's circulation pump, gated on a
lodged main_heating_fraction > 0 (a genuine second SPACE-heating main —
the same test §9a uses to split space-heating demand). This excludes
DHW-only second mains (cert 000565 Main 2 = gas combi via WHC 914,
fraction 0); without the gate 000565's worksheet pins regressed +115 kWh.

Re-pin: golden 0240 (dual-main oil combi, API-only, no worksheet) gains
its Main 2 pump too (pumps_fans 315 → 430). Spec-correct per
note c and validated by the case-6 worksheet; SAP cont 72.55 → 72.18
(integer 73 → 72, resid +0 → -1), PE +1.9459 → +2.8092, CO2 +0.1226 →
+0.1385. The lodged 73 carries Elmhurst's own residual; the worksheet-
backed case 6 is the spec authority for the archetype.

Note: the boiler-interlock −5pp per-main determination the prior
handover flagged as the priority is already implemented (S0380.141
cylinder-thermostat path + S0380.177 room-thermostat path) — case 6
already produces (206)=79 / (207)=84 exactly, and 0240 is a combi with
no cylinder so correctly unpenalised.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-03 13:51:13 +00:00
Khalim Conn-Kowlessar
84ec6da032 refactor(modelling): group domain/modelling into generators/scoring/optimisation
domain/modelling/ had grown to 15 flat modules. Group the behavioural ones into
subpackages — generators/ (wall/roof/floor Recommendation Generators), scoring/
(overlay applicator, package scorer, role-1/3 scoring), optimisation/ (optimiser
+ measure dependency) — and leave the shared value-object vocabulary
(recommendation, plan, scenario, product, contingencies, simulation) flat at the
top, since it is imported everywhere. Pure move + import-path rewrite across 89
import sites; no behaviour change. 136 pass, pyright strict clean.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-03 13:48:36 +00:00
Khalim Conn-Kowlessar
0fec069988 feat(modelling): wire the ventilation Measure Dependency into the orchestrator (#1161)
ModellingOrchestrator builds the ventilation dependency per Property
(suppressed when already mechanically ventilated) and passes it to
optimise_package, so a selected wall measure forces MEV into the package before
the re-score. Ventilation joins the role-3 cascade in best-practice order
(walls -> roof -> ventilation -> floor) and persists as a Plan Measure carrying
its real negative marginal and its cost. Added the mechanical_ventilation
contingency rate (0.26, per legacy Costs.CONTINGENCIES). Integration test now
seeds the ventilation Product and asserts the forced measure persists with
<=0 SAP and 2x900 cost; the full-pipeline test seeds the Product too (the
dependency is built for every not-yet-ventilated dwelling). On 000490 the real
calculator scores MEV at -1.275 SAP.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-03 13:34:40 +00:00
Khalim Conn-Kowlessar
1bf5b4102d feat(modelling): ventilation Measure Dependency builder + has_ventilation guard (#1161)
ventilation_dependency(epc, products) returns the forced 'fabric requires
ventilation' edge: triggers = MEASURES_NEEDING_VENTILATION (cavity/internal/
external wall, mirroring legacy assumptions.measures_needing_ventilation), and a
required Option installing decentralised MEV (mechanical_ventilation_kind=
EXTRACT_OR_PIV_OUTSIDE), priced at two fully-loaded units. Returns None when the
dwelling already lodges a mechanical ventilation kind (legacy has_ventilation
guard), so MEV is never forced onto an already-ventilated dwelling.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-03 13:27:56 +00:00
Khalim Conn-Kowlessar
6b11c90295 feat(modelling): inject forced Measure Dependencies into the package (#1161)
MeasureDependency(triggers, required) is a data-declared 'A requires B' edge.
optimise_package gains a dependencies param: after the warm-start it injects any
dependency whose triggers intersect the selected measure-types, BEFORE the
whole-package re-score, so the dependency's (negative) SAP lands in the truthful
figure and the undershoot/repair decision (ADR-0016). Forced — injected
regardless of budget — but its cost counts toward package spend, so repair sees
less headroom. Repair candidates fold in any dependency they newly trigger, so
their marginal SAP-per-£ and incremental cost are truthful. The dependency never
competes in the optimiser pool. Returned selected includes the injected deps.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-03 13:25:40 +00:00
Khalim Conn-Kowlessar
558aaf6d09 docs: handover post S0380.200 — 6035+0240 closed; boiler-interlock −5pp OPEN
Captures the session's window/RR/dual-main work (S0380.196–200) and the
open priority: a spec-accurate per-system boiler-interlock −5pp (Table
4c(2)) adjustment. Root cause for case 6's remaining deltas (sys-1 eff 79
not 84 + HW 4824 vs 4902) is the "room thermostat present but no cylinder
thermostat → no interlock" path that the current {2101,2102} no-interlock
rule misses. 0240 shares the controls + cylinder_thermostat=N so it will
re-pin (apply spec uniformly). Secondary: dual-system Table 4f pumps.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-03 13:21:49 +00:00
Khalim Conn-Kowlessar
7c59e9198a feat(modelling): Simulation Overlay grows a dwelling ventilation segment (#1161)
VentilationOverlay (all-optional partial of SapVentilation) + EpcSimulation.
ventilation; apply_simulations folds it onto sap_ventilation, creating one when
the baseline lodged none. This is the surface a Measure Dependency (ventilation)
writes — whole-dwelling, no building part.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-03 13:20:45 +00:00
Khalim Conn-Kowlessar
8ae978a646 S0380.200: SAP 10.2 §9a two-main-heating split (203)/(205)/(207)/(213)
The cascade lumped a dwelling with two main heating systems into one:
`space_heating_fuel_monthly_kwh` hard-coded (203)=0 (a documented
scope-A placeholder) and the calculator's per-month fuel read only
main_1, so the full §8 space-heat demand billed against system 1's
efficiency. Simulated case 6 (one oil boiler feeding radiators 51% +
underfloor 49%) exposed it: main fuel ≈ demand/eff1 instead of the
worksheet's (211)+(213) per-system split.

Implements the SAP 10.2 §9a two-main model:
  (204) = (202) × (1 − (203))   → system 1 share of total heat
  (205) = (202) × (203)         → system 2 share of total heat
  (211)m = (98c)m × (204) × 100 / (206)
  (213)m = (98c)m × (205) × 100 / (207)
(203) = the second system's lodged `main_heating_fraction`; (207) = its
own seasonal efficiency via the new per-detail `_main_heating_detail_
efficiency` (the core of `_main_heating_efficiency`, now reused for
system 2). Calculator `_solve_month` aggregates main_1 + main_2 into
`main_heating_fuel_kwh`. Cost (§10a 241), CO2 (§12 262) and PE (§13 276)
main_2 paths were already wired and now activate.

Site-notes gap also fixed: §14.1 Main Heating2 omits the "Fuel Type"
cell when the second system shares Main 1's fuel (case 6: one oil boiler,
two emitters). `_map_elmhurst_main_heating_2` now inherits Main 1's
resolved fuel as a fallback.

Blast radius: only dual-main certs. 0240 (2× oil code 130, identical
Eq-D1 efficiency) is unchanged — its split collapses to the lumped total.
Suite: 2355 passed, 1 skipped. New code: 0 pyright errors.

NOTE: case 6 is not yet fully pinnable end-to-end — its two systems have
DIFFERENT efficiencies (radiators 55°C → 79%, underfloor 35°C → 84%), a
flow-temperature boiler-efficiency adjustment not yet modelled, and its
dual-system auxiliary pumps ((230c)+(230d)=356) differ from the cascade.
Both are separate follow-on features; this slice is the §9a fuel split.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-03 13:09:43 +00:00
Khalim Conn-Kowlessar
49e86344d2 feat(modelling): whole-package re-score + greedy repair (#1160)
Slice 2 of #1160 — the ADR-0016 truth step on top of the warm-start
knapsack. optimise_package(groups, scorer, baseline_epc, budget,
target_sap) -> OptimisedPackage:

  warm-start optimise() (role-1 signal) → re-score the chosen package on
  the real scorer (role-2 truth) → while the true SAP undershoots
  target_sap and budget remains, greedy-add the untreated-group Option
  with the best *marginal* SAP-per-£ (re-scored, not the role-1 signal),
  re-score, repeat until the target is met, nothing positive-marginal is
  affordable, or the budget is spent.

`Scorer` is a structural Protocol (PackageScorer satisfies it) so the
repair loop is tested with a stub scorer — no calculator, runs on ARM.
The key case: role-1 under-counts roof so the warm-start skips it, the
re-score undershoots, and repair adds roof back to hit the target. 3
repair tests + the 6 core tests; pyright strict clean.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-03 12:45:05 +00:00
Khalim Conn-Kowlessar
77983caed8 feat(modelling): Optimiser core — exact grouped knapsack (#1160)
Slice 1 of #1160. Recycles the GainOptimiser/CostOptimiser formulation
(≤1 Option per Recommendation, maximise SAP gain subject to budget) as a
clean typed DDD function — but as an exact pure-Python multiple-choice
knapsack rather than the legacy `mip` MILP, since mip's CBC backend does
not load on aarch64 (so the legacy solver path can't run / be tested
here). At retrofit scale the candidate space Π(|group|+1) is tiny, so
exhaustive enumeration is exact and instant; ADR-0016 only needs the
knapsack as a warm-start signal anyway (the truthful figure comes from
the whole-package re-score + repair, next slice).

`optimise(groups, budget) -> list[ScoredOption]`: maximise total gain,
tie-break toward lower cost, skip-per-group covers "select none". 6 tests
(budget-bound selection, ≤1/group, unconstrained, budget-too-small,
empty groups, partial-affordability); pyright strict clean.

Multi-phase remains descoped (ADR-0005) — single-phase optimiser.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-03 12:39:47 +00:00
Khalim Conn-Kowlessar
0ebd9cc7fd feat(modelling): domain Plan + PlanMeasure types (#1157)
Slice 2 of #1157. The per-Property output of one Scenario's modelling
run, per ADR-0017.

- PlanMeasure: a selected Measure Option frozen with its installed Cost
  and role-3 (final-package cascade) attributed MeasureImpact — the
  output counterpart of a Recommendation's candidate Option.
- Plan: the selected Plan Measures + baseline/post-retrofit Scores.
  Single-phase (ADR-0005); derives the persisted headline figures —
  cost_of_works, contingency_cost, co2_savings_kg_per_yr (kg; the mapper
  converts to tonnes), post_sap_continuous, and post_epc_rating (band
  from the rounded SAP via Epc.from_sap_score).

1 unit test, pyright strict clean.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-03 11:40:27 +00:00
Khalim Conn-Kowlessar
62a968119c feat(modelling): domain Scenario + ScenarioPostgresRepository (#1157)
Slice 1 of the #1157 build. The FE creates a Scenario and passes only
its id to the pipeline; the Modelling stage reads it back here.

- domain/modelling/scenario.py: thin `Scenario(id, goal, goal_value,
  budget, is_default)` — the slice the stage uses today (goal/budget for
  the Optimiser later; is_default drives plan.is_default). No phases
  (ADR-0005); legacy file-path/aggregate columns not modelled.
- infrastructure/postgres/scenario_table.py: `ScenarioRow` SQLModel
  mirror of the live `scenario` table (ADR-0017), declaring only the
  read columns; goal mapped as its string value.
- ScenarioPostgresRepository.get_many(scenario_ids) -> list[Scenario]:
  bulk read, input-order-preserving, raises on a missing id.

The method shape lives on the concrete repo for now; it is promoted to
an @abstractmethod on the port when the real orchestrator is wired and
the bare-stub instantiations retire (keeps the stubbed Modelling wiring
composing meanwhile). 2 tests, pyright strict clean.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-03 11:19:52 +00:00
Khalim Conn-Kowlessar
af477678c2 docs: handover post S0380.195 — 6035 OPEN, API-mapper roof/RR over-count lead
Retracts the premature "6035 = lodged divergence" claim (S0380.195 commit
msg + fixture docstring). The golden residual SAP -2 / PE +19.16 / CO2
+0.42t is REAL and exceeds the fallback bar. Section-level diff of 6035
(API) vs sim case 4 (site-notes, pins @1e-4) localised it to a
cross-mapper parity break: roof W/K 78.33 (site-notes) vs 130.73 (API),
a +52 over-count from the API RR scalar path + roof_construction=4. Next
agent starts there.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-03 10:14:17 +00:00
Khalim Conn-Kowlessar
a0b6a952c3 feat(modelling): floor insulation-type overlay field + cascade pins (#1159)
Completes #1159 end-to-end with solid and suspended-floor before/after
cascade pins on cert 001431, both closing at delta 0.000000.

Adds floor_insulation_type_str to BuildingPartOverlay (the generic
field-fold applicator picks it up with no change) and has
recommend_floor_insulation set it to "Retro-fitted". Insulating an
as-built floor re-lodges its insulation as retro-fitted; the calculator
keys on this for a suspended timber floor's sealed/unsealed
determination (cert_to_inputs.py: "retro" + no U-value supplied →
sealed). Without it the suspended-floor cascade left a +1.40 SAP gap
(the floor stayed "unsealed", wrong U-value); with it the cascade
closes exactly. Solid floors are unaffected by the seal logic and stay
at delta 0; both Elmhurst after-certs lodge "Retro-fitted", so setting
it uniformly is faithful.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-03 09:41:54 +00:00
Khalim Conn-Kowlessar
44d62c0c9b feat(modelling): loft overlay 270→300 mm + Elmhurst cascade pin (#1158)
Completes #1158 end-to-end. recommend_loft_insulation now emits a
300 mm overlay (was 270 mm). The Elmhurst before/after re-lodgement of
the loft-insulation measure on cert 001431 lodges the after-cert at
300 mm roof insulation; pinning before→overlay→after requires the
overlay to match that depth — at 270 mm the cascade left a +0.173 SAP
residual, at 300 mm it closes at delta 0.000000 on SAP/CO2/PE.

Adds test_loft_overlay_reproduces_the_relodged_after and updates the
roof generator unit test's thickness assertion to 300.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-03 09:39:21 +00:00
Khalim Conn-Kowlessar
62fc27a5cc S0380.193: suspended-floor (12) sealed rule fires only on a SUPPLIED U-value
RdSAP 10 §5 (PDF p.29) "Floor infiltration (suspended timber ground
floor only)", age band A-E, splits on whether a floor U-value is
supplied:
  a) [U-value supplied] if floor U-value < 0.5 → "sealed", (12) = 0.1
  b) [no U-value supplied] retro-fitted insulation → "sealed" 0.1;
     otherwise "unsealed", (12) = 0.2

`_has_suspended_timber_floor_per_spec` fed the cascade's COMPUTED default
U into rule (a), so an as-built/uninsulated suspended-timber floor whose
default U happens to be < 0.5 was marked "sealed" (0.1) where Elmhurst
uses "unsealed" (0.2). That dropped (18) infiltration 0.85 → 0.75, (25)
effective ACH, HTC, and understated space heating ~450 kWh.

Fix: gate rule (a) on `floor_u_value_known` — a computed default U is not
a supplied value, so it falls through to (b). Verified against the
cert 001431 sim-case-2 worksheet: floor "As built", U=0.43 (matches the
worksheet's (28a) 0.4300 exactly), (12)=0.2 unsealed. Golden cert 6035
(also a suspended uninsulated floor) is unaffected — its U=0.63 ≥ 0.5
already routed to unsealed.

Promotes sim case 2 to the e2e harness as `001431_rr` (Main + Extension
+ Simplified room-in-roof — the 6035 archetype). All 11 Block-1 line
refs pin at abs=1e-4, locking BOTH this fix and S0380.192 (Simplified-RR
remaining area) end-to-end: SAP 69, cost 920.5046, CO2 4566.7090, space
15269.8593, main fuel 18178.4039. 2319 passed (+11), 0 failed; pyright
net-zero.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-03 09:16:25 +00:00
Khalim Conn-Kowlessar
4c10405071 feat(modelling): floor Recommendation Generator + ground-floor-area geometry
recommend_floor_insulation(epc, products) detects an uninsulated ground floor
(SapBuildingPart.floor_insulation_thickness blank/zero) and its construction
from floor_construction_type — 'Suspended timber' -> suspended_floor_insulation,
'Solid' -> solid_floor_insulation — emitting the matching single Option (a
floor is one construction, like a cavity wall) with the overlay
(floor_insulation_thickness = 100 mm) and a priced Cost (ground-floor area x
the Product's fully-loaded unit cost + contingency).

- building_geometry.ground_floor_area(epc, identifier): the lowest floor's
  (floor == 0) area. Pinned 14.85 m^2 on 000490 MAIN.
- BuildingPartOverlay gains floor_insulation_thickness (generic Applicator
  writes it unchanged). suspended (0.20) / solid (0.26) floor contingencies.

Progress on #1159 (generator + geometry); end-to-end + Elmhurst pin pending
the orchestrator (#1157) and parser. Four behaviour tests (suspended / solid
/ none / cost) + geometry pin. pyright strict clean.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-03 09:12:29 +00:00
Khalim Conn-Kowlessar
3c87be8e1e feat(modelling): roof (loft) Recommendation Generator + roof-area geometry
recommend_loft_insulation(epc, products) detects an uninsulated main loft
(SapBuildingPart.roof_insulation_thickness == 0) and emits a
Recommendation("Roof") with one loft_insulation Option carrying the overlay
(roof_insulation_thickness = 270 mm, the recommended top-up) and a priced
Cost (roof area x the Product's fully-loaded unit cost + contingency).

- building_geometry.roof_area(epc, identifier): the part's greatest
  per-storey floor area (RdSAP 10 §3.8). Pinned 14.85 m^2 on 000490 MAIN.
- BuildingPartOverlay gains roof_insulation_thickness; the generic Overlay
  Applicator writes it with NO change (validated by the tracer) — the
  deep-module field-fold paying off.
- loft_insulation contingency (0.10) added.

Progress on #1158 (generator + geometry); end-to-end + Elmhurst pin pending
the orchestrator (#1157) and the parser fix. Four behaviour tests
(geometry pin; detect / none / cost). pyright strict clean.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-03 09:05:38 +00:00
Khalim Conn-Kowlessar
d02b7348a6 Merge branch 'main' of https://github.com/Hestia-Homes/Model into feature/bill-derivation 2026-06-03 08:52:36 +00:00
Khalim Conn-Kowlessar
13dd5fe81a feat(modelling): per-measure scoring — marginal cascade + per-Option signal (#1156)
scoring.py adds the telescoping marginal cascade that serves two of the three
ADR-0016 scoring roles:
- marginal_impacts(scorer, baseline, overlays): applies overlays cumulatively
  in order and reports each measure's marginal MeasureImpact (sap_points +
  carbon/energy savings). Role 3 (final-package attribution) — the marginals
  telescope EXACTLY to the whole-package total.
- independent_option_impacts(scorer, baseline, options): role 1 — scores each
  Option's overlay independently vs baseline, scoring each DISTINCT overlay
  once (Options sharing an overlay reuse the result). Approximate signal for
  the optimiser; never surfaced as a measure's true impact.

Role 2 (whole-package re-score) is PackageScorer.score directly. Three
behaviour tests on the real Sap10Calculator / a counting stand-in (hand-built
EPD): single-overlay marginal == improvement-over-baseline; two-overlay
marginals telescope to the package total; per-Option dedup scores each
distinct overlay once. Closes #1156. pyright strict clean.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-03 08:50:49 +00:00
Khalim Conn-Kowlessar
7a478cff6e feat(modelling): Package Scorer — compose overlays + score on the calculator
PackageScorer(calculator: SapCalculator).score(baseline, simulations) folds
the Simulation Overlays onto the baseline via the Overlay Applicator and
scores the throwaway EpcPropertyData on the injected deterministic SAP
calculator, returning Score(sap_continuous, co2_kg_per_yr,
primary_energy_kwh_per_yr). Depends on the SapCalculator abstraction, not a
concrete engine. This is the reusable scoring primitive (ADR-0016) — the
same call serves the optimiser's whole-package re-score and a future live
re-score of a user-assembled plan.

Two behaviour tests against the real Sap10Calculator on a hand-built EPD:
filling the main cavity improves SAP (right-directional through the real
physics); an empty package scores the unmodified baseline (pins the
SapResult->Score mapping). The Elmhurst before/after cascade PIN (#1154's
acceptance) lands once cert 001431 parses (external _extract_windows fix).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-03 08:41:30 +00:00
Khalim Conn-Kowlessar
bb2c0068ff feat(modelling): price the cavity Option from area x Product — closes #1155
recommend_cavity_wall now takes a ProductRepository and prices the Measure
Option: Cost(total = gross_heat_loss_wall_area(MAIN) x product.unit_cost_per_m2,
contingency_rate = product.contingency_rate). Detection is unchanged and runs
before pricing, so ineligible walls still return None without a catalogue hit.

Completes #1155 — the cavity-wall Recommendation Generator now detects an
uninsulated main cavity wall and emits a priced Option carrying the filled-
cavity overlay. Four behaviour tests (detection x3 + fully-loaded cost).
pyright strict clean.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-03 08:35:52 +00:00
Khalim Conn-Kowlessar
b2c8980dd2 feat(modelling): ProductRepository + Postgres materials-table source
Product(measure_type, unit_cost_per_m2, contingency_rate). ProductRepository
is the DDD port abstracting the catalogue source; ProductPostgresRepository
reads the externally-owned material table (defensive SQLModel view
MaterialRow) and maps an active row to a Product — total_cost becomes the
fully-loaded unit_cost_per_m2 — joining the per-measure-type contingency
(contingencies.py, mirrors Costs.CONTINGENCIES; cavity 0.10). Strict-raise
on missing/inactive row. A JSON-backed impl will follow behind the same
port for ETL-gap costs.

Two DB tests against an ephemeral Postgres (map active row; raise on
inactive-only). Toward #1155 cost (4b). Also generalises the CONTEXT
Simulation Overlay wording: windows are targeted by index, building-part
association carried via window_location (_window_bp_index). pyright clean.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-03 08:32:38 +00:00
Khalim Conn-Kowlessar
0ba0575877 feat(modelling): shared gross heat-loss wall area geometry helper
domain/building_geometry.gross_heat_loss_wall_area(epc, identifier) sums
heat_loss_perimeter x room_height across a building part's storeys — the
heat-loss wall area (party walls excluded by construction), not total
wall area. Lives outside the calculator so Modelling cost quantities can
reuse it; the calculator computes the same quantity inline today and
should be DRY'd onto this later (coordinated with the calculator branch).

Pinned at 45.93 m^2 against the 000490 MAIN part. Toward #1155 cost
(behaviour 4). pyright strict clean.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-02 22:53:12 +00:00
Khalim Conn-Kowlessar
214b38ff78 feat(modelling): wall Recommendation Generator — cavity-fill detection + overlay
recommend_cavity_wall(epc) detects an uninsulated main cavity wall
(wall_construction=4, wall_insulation_type=4) and emits a Recommendation
whose single Measure Option carries the Simulation Overlay setting MAIN
wall_insulation_type=2 (Table 6 'Filled cavity'; cf. domain/sap10_ml/
rdsap_uvalues.py u_wall). Returns None for already-insulated or
non-cavity main walls.

Recommendation/MeasureOption reshaped per design review: the target is
encoded in the Option's overlay (addresses a building part / window /
system), not a typed key on Recommendation — generalises to glazing and
heating without changing the type. CONTEXT partition wording generalised
to match.

Three behaviour tests (hand-built EPD, no PDF). Cost (behaviour 4 of
#1155) outstanding — needs net heat-loss wall area + ProductRepository.
WIP on #1155. pyright strict clean.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-02 22:49:33 +00:00
Khalim Conn-Kowlessar
350f4c8e76 feat(modelling): Overlay Applicator folds EpcSimulation onto EpcPropertyData
EpcSimulation is the Simulation Overlay — a narrow all-optional partial
mirror of EpcPropertyData/SapBuildingPart (wall surface first), targeting
building parts by BuildingPartIdentifier (composition, not inheritance).
apply_simulations(baseline, simulations) deep-copies the baseline, folds
overlays in order (later wins on a shared field) via a generic non-None
field write, and returns a throwaway EpcPropertyData for the calculator;
the baseline is never mutated.

Four behaviour tests (hand-built EPD from the 000490 fixture, no PDF):
targeted-write-leaves-others-untouched, empty-overlay no-op, sequential
last-wins, baseline-immutability. pyright strict clean.

Slice 1 of the Modelling stage rebuild (ADR-0016). Closes #1153.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-02 22:13:51 +00:00
Khalim Conn-Kowlessar
e63d046b9d docs: handover post S0380.189 — TMP/Table 22 + the two open follow-ups
Point-in-time note for the next agent: what S0380.185-189 shipped (worksheet
PE/CO2 pins, the two D_PV electricity-vs-gain fixes, and the thermal-mass-
parameter Table 22 fix), the per-line diagnosis template, the two worksheet-
block / gains-vs-solar traps, and the ranked open slices (Summary-path fuel
derivation first, then pin the simulated 001431 case, then cert 6035).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-02 22:05:41 +00:00
Khalim Conn-Kowlessar
e03f08cdc8 S0380.189: thermal mass parameter per RdSAP 10 §5.16 Table 22, not hardcoded 250
The §7 mean-internal-temperature cascade hardcoded the thermal mass parameter
(TMP) to 250 kJ/m²K at all 5 call sites, ignoring construction. RdSAP 10
§5.16 Table 22 (PDF p.48) makes TMP construction-dependent:

  100 kJ/m²K — timber frame, cob, park home (regardless of internal
               insulation); OR masonry (stone/solid brick/cavity/system
               built) WITH internal insulation.
  250 kJ/m²K — masonry WITHOUT internal insulation.

A too-high TMP inflates the §7 time constant τ = Cm/(3.6·H) (e.g. 40 h vs
16 h), under-cuts the temperature reduction between heating periods, and
over-states mean internal temperature → over-states space heating.

`_thermal_mass_parameter_kj_per_m2_k(epc)` classifies the MAIN building's
wall via the RdSAP `wall_construction` codes (5/7/8 = timber/cob/park) and
`wall_insulation_type` codes (3/7 = internal); unknown/curtain fall back to
the masonry 250 (no regression on unlisted classes). 17-case parametrised
test covers every Table 22 branch.

Diagnosis (per-line walk vs the user-simulated 001431 worksheet, same
archetype as golden cert 6035): fabric (26-37), internal gains (73), climate
(96)m and HTC (39) all EXACT; the entire +8.78 PE / -1.76 SAP gap was §7 MIT
(92) +0.71 °C, traced to TMP 250 vs Table 22's 100 (solid brick WITH internal
insulation). Fix closes the simulated case to 1e-4 on PE and CO2.

Blast radius: only golden cert 6035 re-pins (solid brick + internal
insulation) — SAP resid -6 → -2, PE +46.42 → +19.16, CO2 +1.07 → +0.42. The
47 dr87 cohort, 6 U985 fixtures and 41-variant heating corpus are all
masonry-no-internal → TMP unchanged at 250, all still pass. 2290 pass
(+17 new), 0 fail; pyright net-zero.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-02 22:01:35 +00:00
Khalim Conn-Kowlessar
1382c8c886 docs: add AGENT_GUIDE.md — fresh-start onboarding for the SAP calculator
A single durable doc so agents can pick up the calculator without reading
historical handovers: (1) the accuracy bar for the two input paths
(site-notes 1e-4 vs worksheet; API 1e-4 when a worksheet exists, ±0.5
register fallback otherwise; cross-mapper parity); (2) the per-line-walk
debugging loop incl. comparing site-notes vs API; (3) the tools &
pipeline (Summary PDF → extractor → from_elmhurst_site_notes →
cert_to_inputs → calculate_sap_from_inputs → SapResult, plus the API
from_api_response front-end, section helpers, and where the test vectors
live). Pointer added from SAP_CALCULATOR.md; HANDOVER_* flagged as
point-in-time notes.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-02 21:32:29 +00:00
Khalim Conn-Kowlessar
72743eb8a4 S0380.188: D_PV,m uses lighting ELECTRICITY (L10) not the L12 gain — closes PV cohort to 1e-4
SAP 10.2 Appendix M1 §3a (p.93) defines PV-eligible demand as
  D_PV,m = E_L,m + E_A,m + E_cook,m + E_ES,m + (231)·n_m/365 + E_space,m + E_water,m
where E_L,m is the lighting ELECTRICITY (Appendix L eq L10, = line (232)).
The cascade fed `internal_gains_result.lighting_monthly_w` — the L12 internal
heat GAIN G_L,m = E_L,m × 0.85 ("assuming 15%" of lighting energy does not
become internal heat) — into D_PV, understating it by 15% of lighting on
every PV cert. That depressed the monthly β onsite/export split and
under-credited PV primary energy uniformly across the year.

Same gain-vs-electricity class as the cooking fix S0380.73 (L18 gain vs L20
electricity). Fix: scale the (shape-identical) lighting gain profile to the
annual E_L `lighting_kwh_per_yr` (= (232)), mirroring the (219)m hot-water
scale-to-annual. Magnitude-only, so the shape-weighted lighting CO2/PE
effective factor (Σkwh×f/Σkwh, magnitude-invariant) is unchanged; appliances
need no scaling (G_A = E_A, no 0.85). Diagnosis was empirical first (calc
lighting D_PV 95.1 vs worksheet (232) 111.88, ratio exactly 0.85) then
confirmed against the spec text (L9d/L10/L12, M1 §3a).

Impact (calc − full-precision dr87 worksheet): ALL 47 worksheet certs now
match at <1e-4 on BOTH PE (max |Δ| 0.0000 kWh/m²) and CO2 (max |Δ| 0.0000 kg)
— the convergence target, met cohort-wide. Combined with S0380.187 this
closes the entire gas+PV + ASHP PV residual. Re-pinned 47 worksheet residuals
to 0.0000 and 31 drifted lodged residuals (PV certs). SAP integers unchanged;
chain SAP 1e-4 intact (164 pass). 2273 pass, 0 regressions; pyright net-zero.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-02 21:05:12 +00:00
Khalim Conn-Kowlessar
a5d886187c S0380.187: include electric secondary heating in Appendix M1 D_PV,m — closes gas+PV PE/CO2 gap
The PV onsite/export β-split (SAP 10.2 Appendix M1 §3a, p.93) divides PV
generation by the monthly PV-eligible electricity demand D_PV,m. The cascade
included main and water electricity (when those fuels are electric) but had
no term for SECONDARY space heating. For the 10 cohort-2 gas-main +
electric-secondary + PV certs, the (215)m secondary electric fuel was dropped
from D_PV,m — understating demand in the heating months only, depressing the
monthly β, and under-crediting onsite PV primary energy.

Spec: Appendix M1 §3a counts E_space,m as the dwelling's TOTAL electric
space-heating demand; for a gas-main/electric-secondary dwelling that is the
secondary fuel. Diagnosis was decisive: E_PV (generation) matched the
worksheet exactly every month, the onsite (233a) split diverged ONLY in
heating months (Jun-Sep near-exact), and all 10 affected certs have PV while
all clean gas certs have none. Empirically adding (215)m to D_PV closed cert
3136 onsite 726.9 → 790.3 (worksheet 792.1).

Impact (calc − full-precision dr87 worksheet), the 10 certs:
  PE +0.5..+1.5 → +0.02..+0.046 kWh/m²; CO2 −0.5..−1.1 → +0.002..+0.0095 kg.
The whole 47-cert cohort now matches at PE <0.05 / CO2 <0.025. SAP integers
unchanged; chain SAP 1e-4 pins intact (164 pass). The uniform ~0.03 PE remnant
on PV certs is the separate (233a)/(233b) summer-month D_PV discrepancy.

Re-pinned the 10 worksheet + 9 lodged golden residuals (improvements).
2273 pass, 0 regressions; pyright net-zero (file's 32 errors pre-existing).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-02 20:28:50 +00:00
Khalim Conn-Kowlessar
f179950519 feat(baseline): wire BillDerivation into the orchestrator and persist the Bill (ADR-0014)
The PropertyBaselineOrchestrator now reads the current Fuel Rates snapshot
once per batch, builds a BillDerivation, and prices each scored property's
SapResult -> EnergyBreakdown into a Bill carried on PropertyBaselinePerformance
(None only on the stub no-calculator path). The Bill is flattened onto nullable
bill_* flat columns (per-section kwh+cost, standing charges, SEG credit, total)
on the postgres table, with bill_total_annual_bill_gbp as the not-null
discriminator on read-back. Section absent from the bill stays None, not 0.

Updated all four orchestrator construction sites to inject the FuelRatesRepository
port (handler + three test sites), and the FE migration doc to reflect the
prefixed columns and that they are now populated.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-02 18:51:18 +00:00
Khalim Conn-Kowlessar
82f7315f8d S0380.184: community electric-HP network CO2/PE uses monthly Table 12d/12e — closes CH3
SAP 10.2 worksheet block 12b/13b (367)/(467) for a community heating
electric heat pump (Table 4a code 304 → Table 12 fuel 41 "heat from
electric heat pump"). The HP meters grid electricity, so per Table 12
note (s)/(t) + block 12b/13b footnote (a) its emission/PE factor is the
MONTHLY Table 12d/12e cascade (fuel 41 = standard-electricity profile),
weighted by the network heat profile, then × 1/heat-source-eff (1/COP):

  (367)/(467) = [(307)+(310)] / COP × Σ((307+310)_m × factor_m)/Σ(...)

Per-line walk of CH3 (the displayed (367) 0.1535 / (467) 1.5717 are PDF
artifacts; the (373)/(473) totals reconcile only with):
  CO2 factor = 0.15040 (monthly Table 12d wtd) vs cascade annual 0.136
  PE  factor = 1.55692 (monthly Table 12e wtd) vs cascade annual 1.501

Pre-slice the cascade routed code 304 through the non-electric branch
(`_co2_factor_kg_per_kwh(main) × 1/COP` = annual × scaling). New
`_is_heat_network_electric_main` (heat-network main whose fuel has a
Table 12d monthly set — i.e. fuel 41) routes all four factor helpers
(main + HW, CO2 + PE) through the monthly cascade × 1/COP. Non-electric
heat networks (gas 51 / oil 53 / coal 54) have no monthly set → annual
path unchanged (CH1, CH6 untouched).

Closure (CH3 was already SAP+cost EXACT):
  CH3 (HP/Elec)  CO2 −75.32→+0.0000 (= [(307+310)/3]×(0.1504−0.136)),
                 PE −249.32→−0.0000 (× (1.5569−1.501))  — FULLY EXACT

Corpus now 40/41 EXACT on all four metrics. Only CH6 remains: its
worksheet lodges a manual DLF=1.0 ("two adjoining dwellings") absent
from the Summary PDF (byte-identical to CH4 bar fuel type) — an
architectural limit, not a cascade gap. 2226 pass + 1 skip + 0 fail
(tolerances 1e-4 all metrics); pyright net-zero 43→43.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-02 18:43:16 +00:00
Khalim Conn-Kowlessar
f7dc9dbccb feat(baseline): Rebaseliner returns RebaselineResult carrying the SapResult
The Rebaseliner is the assemble-and-score step (ADR-0013 amendment); its
SapResult is the scored picture that Bill Derivation also prices (ADR-0014),
so rebaseline() now returns a RebaselineResult{effective, reason, sap_result}
instead of (Performance, reason). CalculatorRebaseliner sets sap_result on
both branches (the bill prices it whether lodged or calculated figures win);
StubRebaseliner returns sap_result=None (runs no calculator). Orchestrator
unpacks the result; the bill wiring lands in the next slice.

Also refreshes the stale ML-era docstrings in rebaseliner.py to the
assemble-and-score model (the calculator, not ML, is the rebaseliner
mechanism per ADR-0013).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-02 18:37:13 +00:00
Khalim Conn-Kowlessar
803da062a2 S0380.183: community-heating HW bills at heat-network rate (§10b) — closes CH2/CH4 fully
SAP 10.2 §10b: hot water for a community-heating dwelling bills at the
heat-network rate, not the cert-lodged fuel. Elmhurst §15.0 lodges
`water_heating_fuel_type = "Mains gas"` (3.48 p/kWh) as a placeholder on
community certs; the worksheet (342) Water-heating cost = (310) × the
S0380.171 CHP heat-fraction blend — the SAME rate as space heating (340).

Per-line walk of the CH2 block 10b:
  (340) space   = 11837.83 × 0.037955 = 449.3047  (cascade EXACT)
  (342) water   =  3854.12 × 0.037955 = 146.2830  (cascade billed
                  3854.12 × 0.0348 = 134.12 → −£12.16, the whole residual)
  (350) lighting + (351) standing → (355) 754.1502.

`_hot_water_fuel_cost_gbp_per_kwh`'s `inherit_main_for_community_heating`
path already routes HW cost through `_fuel_cost_gbp_per_kwh(main)` (the
CHP blend), but its gate `_is_community_heating_hw_from_main` excluded
code 302. S0380.182 wired the 302 CO2/PE credit via
`_heat_network_code_302_effective_factor`, which intercepts the HW
CO2/PE helpers ABOVE this predicate's branch — so extending the
predicate to include 302 now affects ONLY the cost path.

Closures:
  CH2 (CHP/Gas)  SAP +0.5277→−0.0000, cost −£12.16→−£0.00  — FULLY EXACT
  CH4 (CHP/Oil)  SAP +0.5277→−0.0000, cost −£12.16→−£0.00  — FULLY EXACT
  CH6 (CHP/Coal) SAP −7.49→−8.02, cost +£172.68→+£184.84 — its HW now
                 also bills the blend, compounding the DLF=1.0 quirk
                 (cascade DLF=1.45); same separate CH6 DLF front.

Corpus now 39 variants EXACT on all four metrics (CH2/CH4 join). Open:
CH3 CO2/PE (code-304 community-HP COP), CH6 all-metric (DLF=1.0 manual
override the Summary doesn't carry). 2225 pass + 1 skip + 0 fail
(tolerances 1e-4 all metrics); pyright net-zero 32→32.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-02 18:29:57 +00:00
Khalim Conn-Kowlessar
5e75fb474c feat(baseline): EnergyBreakdown.from_sap_result + COOLING section
The SapResult -> EnergyBreakdown adapter (ADR-0014), a classmethod on the
target mirroring Performance.from_sap_result. Folds each positive per-end-use
delivered kWh into a billable EnergyLine: main/main-2/secondary heating and
hot water at their resolved fuel (sap_code_to_fuel); lighting/pumps-fans/
appliances/cooking/cooling as electricity. PV export carries to exported_kwh
for the SEG credit. Zero-kWh end uses emit no line; a positive kWh with no
fuel code raises rather than billing at a default (strict, mirrors the
calculator).

Adds BillSection.COOLING (electricity, from space_cooling_fuel_kwh_per_yr).
BillDerivation already prices any section it is given, so no change there.

Also corrects the ADR-0014 amendment: SapResult carries the calculator's own
fuel codes (raw API or Table-32 per mapper, ADR-0015); sap_fuel normalizes.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-02 18:28:22 +00:00
Khalim Conn-Kowlessar
2cb4dd5833 feat(baseline): sap_code_to_fuel normalizes via the calculator's own helper
The fuel codes the calculator now puts on SapResult are its own codes — raw
gov-API enums or already-Table-32, depending on the source mapper (ADR-0015).
sap_code_to_fuel now runs the code through table_32.to_table_32_code
(promoted from private _to_table_32_code) — T32-first, then API-translate,
the SAME normalization the calculator's pricing/CO2 helpers use — before the
Table-32 -> Fuel dispatch, so the bill's carrier matches what the calculator
billed (incl. the API/T32 collision codes, e.g. 20 = wood-logs not heat-net).

Falls back to the raw code for billing fuels the price table omits (the 41-58
heat-network range), which resolve to HEAT_NETWORK -> UnpricedFuel — stricter
than, and intentionally divergent from, the calculator's lossy
default-to-mains-gas for an unpriced code (ADR-0014 §5).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-02 18:24:39 +00:00
Khalim Conn-Kowlessar
8e86de2257 S0380.182: community-heating CHP+boilers CO2/PE credit (§12b/13b) — closes CH2/CH4 CO2+PE
SAP 10.2 worksheet block 12b (CO2) / 13b (PE) for community heating
"CHP and boilers" (SAP code 302). Per unit of network heat fuel
H = (307)+(310) the effective generation factor is:

  chp×100/(362)×f_fuel − chp×(361)/(362)×f_disp + (1−chp)×100/(367)×f_fuel

  (363)/(463) CHP fuel      = chp_frac × 100/heat_eff × f_fuel
  (364)/(464) less credit   = −chp_frac × elec_eff/heat_eff × f_disp
  (368)/(468) boiler fuel   = (1−chp_frac) × 100/boiler_eff × f_fuel

f_fuel = Table 12 heat-network fuel factor (the CHP unit and the back-up
boilers burn the same community fuel — verified vs CH2 gas / CH4 oil /
CH6 coal worksheets (363)/(368)); f_disp = Table 12f (PDF p.196) credit
for the CHP-generated electricity. RdSAP 10 §C (p.58) defaults: heat eff
50% (362), electrical eff 25% (361), boiler eff 80% (367); CHP heat frac
0.35 per-cert via community_heating_chp_fraction.

New `_heat_network_code_302_effective_factor` + Table 12f flexible
constants (0.420 CO2 / 2.369 PE) + RdSAP §C efficiency constants, wired
into all four factor helpers (main + HW, CO2 + PE) ahead of the existing
single-fuel / 1-over-heat-source-eff path. The worksheet (368)/(468)
boiler emissions DISPLAY rounded/mis-aligned in the PDF, but the
(373)/(473)/(386)/(486) totals reconcile only with the boiler at the
full Table 12 factor — verified EXACT.

Two spec citations applied:
- Table 12f flexible-operation default for RdSAP community CHP is an
  Elmhurst engine choice (Table 12f notes make "standard" the default);
  mirrored per [[feedback-software-no-special-handling]] and documented
  in SAP_CALCULATOR.md §8.3.
- Table 12 heat-network oil/biodiesel CO2 (codes 53/56) corrected
  0.298 → 0.335 per Table 12 (p.189) "assumes 'gas oil'"; the code-302
  oil cascade (CH4) was the first to exercise it. PE 1.180 was already
  correct. No other variant uses these codes (no regression).

Closures (CO2 + PE only — the CHP credit does not touch cost/SAP):
  CH2 (CHP/Gas)  CO2 −1411.49→+0.0000, PE +1331.23→+0.0000  EXACT
  CH4 (CHP/Oil)  CO2 −4378.24→−0.0000, PE  +319.81→−0.0000  EXACT
  CH6 (CHP/Coal) CO2/PE re-pinned (+2411.54 / +5023.48) — its worksheet
                 lodges a manual DLF=1.0 the Summary doesn't carry, so
                 cascade DLF=1.45 over-scales H; same root as the CH6
                 SAP −7.49 / cost +£172 (separate DLF front).

CH2/CH4 are now CO2+PE-exact but still carry the heat-network cost/SAP
residual (+0.5277 SAP / −£12.16 cost, exposed by S0380.175 — cost-side,
untouched here). CH3 unchanged (code 304 community-HP COP front).

Corpus state: 37 variants EXACT on all four metrics (incl. CH1);
remaining residuals are CH2/CH4 cost+SAP, CH3 CO2+PE (HP COP), CH6
all-metric (DLF quirk). 2223 pass + 1 skip + 0 fail (tolerances 1e-4 all
metrics per S0380.181); pyright net-zero 43→43.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-02 18:23:17 +00:00
Khalim Conn-Kowlessar
4e9ff7c3cb feat(calculator): thread per-end-use fuel codes + PV export onto SapResult
ADR-0014 BillDerivation attributes each end-use (HEATING / HOT_WATER /
SECONDARY / APPLIANCES / COOKING) to a fuel carrier and credits PV
export. SapResult already carried the per-end-use kWh but not WHICH
fuel each end-use burns, nor the annual exported kWh — so a downstream
SapResult->EnergyBreakdown adapter could not pick the right tariff.

Surfaces five output-only fields, threaded exactly like the recently
merged appliances/cooking change (2f039aeb):
  main_heating_fuel_code      RdSAP10 Table 32 / SAP 10.2 Table 12 fuel
  main_2_heating_fuel_code    code column (the lodged fuel code, e.g.
  secondary_heating_fuel_code mains gas 26). None when the corresponding
  hot_water_fuel_code         system is absent / fuel not resolvable.
  pv_exported_kwh_per_yr      SAP 10.2 Appendix M1 §3-4 annual export kWh
                              (0.0 when no PV).

cert_to_inputs.py populates the four fuel codes from the existing
resolvers the cost/CO2 cascade already uses — `_main_fuel_code`,
`_secondary_fuel_code`, `_water_heating_fuel_code` (not reinvented);
Main 2 is the second `main_heating_details` entry, guarded for length.
There is a single CalculatorInputs construction site (cert_to_demand_
inputs delegates to cert_to_inputs). `pv_exported_kwh_per_yr` already
existed on CalculatorInputs; SapResult collapses its Optional to 0.0.

HARD CONSTRAINT honoured — output-only, zero rating drift. These fields
do NOT feed ECF / total_fuel_cost_gbp / co2_kg_per_yr / primary_energy_*
/ sap_score / any monthly value. Every golden-fixture, Elmhurst e2e
SapResult pin, section cascade pin, and heating-corpus residual stays
byte-identical: calculator suite 1658 -> 1661 passed (+3 new tests),
4 skipped, 0 failed before and after. pyright net-zero (51 -> 51 in
domain/; no new errors in the touched test files).

New tests: a synthetic threading test (four fuel codes + PV export pass
unchanged through calculate_sap_from_inputs; None PV collapses to 0.0)
and a cert-level pin (mains-gas combi cert 000516 -> main fuel code 26,
no Main 2, secondary 30, HW 26). Synthetic CalculatorInputs / SapResult
fixtures updated for the new SapResult fields (defaults cover Inputs).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-02 18:16:40 +00:00
Khalim Conn-Kowlessar
8452cf9e2d S0380.180: heat-network distribution pumping electricity (§C3.2) — closes CH1
SAP 10.2 Appendix C §C3.2 (PDF p.51), verbatim: "CO2 emissions and
Primary Energy associated with the electricity used for pumping water
through the distribution system are allowed for by adding electrical
energy equal to 1% of the energy required for space and water heating."

Worksheet line (313) = 0.01 × [(307)+(310)]; its CO2 (372) and PE (472)
bill on the Table 12d/12e monthly factors for fuel code 50 ("electricity
for pumping in distribution network"), weighted by the monthly heat
profile per worksheet footnote (a). (307)m/(310)m = (space_demand +
hw_output) / efficiency (the cascade models a heat network's generator
efficiency as 1/DLF).

This un-defers the (372)/(472) front the post-S0380.179 handover flagged
"don't guess until the factor source is identified": the source is
§C3.2 + Table 12d/12e code 50, NOT an empirical constant. The apparent
0.1994/0.2114 "factor" is an Elmhurst DISPLAY artifact — the worksheet
shows the (372) energy column as 0.01×(307) (space only) while computing
emissions on 0.01×(307+310) per the §C3.2 text. Verified EXACT line-by-
line against the CH2 corpus worksheet: (372)=23.6007 CO2 (rating),
(472)=208.2267 PE (demand).

New `_heat_network_distribution_electricity` helper (gated on
`_is_heat_network_main`) precomputes the energy + effective CO2/PE
factors; three new CalculatorInputs fields + calculator.py CO2/PE
summation terms (0.0/None → no-op for individually-heated certs).

Closures:
  CH1 (Boilers/Gas)  CO2 −23.60→−0.00, PE −208.23→+0.00  — FULLY EXACT
  CH3 (HP/Elec)      CO2 −98.92→−75.32, PE −457.54→−249.32 (distribution
                     component closed; code-304 community-HP COP remains)
  CH2/CH4/CH6        gain their (372)/(472) component (CO2 +23.6, PE
                     +208.2); dominant CHP displaced-electricity credit
                     residual (Table 12f + block 12b/13b) is next slice.

No regression on the other 36 corpus variants (helper returns None off
heat-network mains) + golden + U985 fixtures. 2223 pass + 1 skip + 0
fail; pyright net-zero 43→43.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-02 18:04:16 +00:00
Khalim Conn-Kowlessar
ba2d6e1cbb docs: handover post S0380.177..179 + CI/test-move infra
Captures the corpus state (36 EXACT + 5 pinned community-heating
variants), the SAP 302 CHP credit cluster as the highest-leverage
remaining front, the unresolved 0.8523 / 0.1994 worksheet-factor
mysteries to per-line-walk before hypothesising, and — importantly —
the new test layout (tests/domain/sap10_calculator/) that changes every
verification command.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-02 17:21:50 +00:00
Khalim Conn-Kowlessar
b24e4d46e4 refactor(baseline): clearer divergence-threshold constant names
PR feedback: the threshold constants were obscure. Rename to state intent —
_SAP10_2_FLOOR -> _MIN_TRUSTED_SAP_VERSION, _SAP_ABS_TOL ->
_MAX_SAP_SCORE_DIVERGENCE, _REL_TOL -> _MAX_RELATIVE_DIVERGENCE — matching
the existing _log_divergence vocabulary, and fold the rationale into the
comments: the calculator emits a continuous SAP score vs the lodged rounded
integer, so a gap up to 0.5 is rounding, beyond it a genuine disagreement
worth recording; CO2/PEUI are not rounded so they get a 1% relative band.
Behaviour unchanged.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-02 17:21:27 +00:00
Khalim Conn-Kowlessar
d7d5084f90 Move sap10_calculator tests to tests/domain/sap10_calculator/ for CI
The calculator tests lived under domain/sap10_calculator/{tests,worksheet/
tests,rdsap/tests,climate/tests,validation/tests}, none of which are in
pytest.ini testpaths — so CI (which collects tests/) never ran them. Relocate
all five dirs to tests/domain/sap10_calculator/{,worksheet,rdsap,climate,
validation}, mirroring the tests/domain/property_baseline/ convention, so the
cascade-pin / golden / e2e conformance suites run in CI.

Mechanics:
- git mv preserves history (110 files).
- Flattening the trailing /tests keeps each file's depth-to-repo-root
  identical, so all 16 repo-root parents[4] fixture refs stay valid. Only
  test_pcdb_etl.py's parents[1] (→ pcdb data) and one hardcoded absolute
  golden-fixture path in test_cert_to_inputs.py needed rebasing.
- Cross-imports rewritten domain.sap10_calculator.worksheet.tests →
  tests.domain.sap10_calculator.worksheet (21 files incl. the external
  importer backend/documents_parser/tests/test_summary_pdf_mapper_chain.py).
- Golden-fixture path strings in test_summary_pdf_mapper_chain.py +
  scripts/fetch_cohort2_api_jsons.py updated to the new location (the JSONs
  moved with the rdsap tests).

load_cells / gitignored worksheet xlsx: the xlsx-pinned tests (test_dimensions
/ ventilation / water_heating) read 2026-05-19-17-18 RdSap10Worksheet.xlsx,
which is gitignored (.gitignore `*.xlsx`) and so absent in CI. _xlsx_loader.
load_cells now pytest.skip()s when the file is absent, so those tests run
locally and skip cleanly in CI instead of erroring — no new CI failures from
the move, and the gitignore policy is respected.

Verified: tests/domain/sap10_calculator + backend/documents_parser +
tests/domain/property_baseline = 2248 pass, 1 skipped; pyright resolves the
new import paths with zero import-resolution errors.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-02 16:58:00 +00:00
Khalim Conn-Kowlessar
69995edec8 Merge branch 'main' of https://github.com/Hestia-Homes/Model into feature/per-cert-mapper-validation 2026-06-02 16:10:41 +00:00
Khalim Conn-Kowlessar
0e484aaa1f Fix 11 pre-existing test failures from the absorbed PR
Two unrelated breakages surfaced after merging the PR into this branch;
neither was caused by the appliances/cooking work.

test_appendix_u.py (9 failures) — signature drift + wrong methodology
label. The climate lookups were renamed `external_temperature_c(region=…)`
→ `(region_or_climate, month)` when PostcodeClimate support landed for
the demand cascade, but the tests still passed `region=`. The expected
values match our SAP 10.2 _TABLE_U1/U2/U3 exactly (UK-avg Jan 4.3 °C,
Thames Jul 17.9 °C, solar Jul 189 W/m², Shetland Jan wind 9.5 m/s), so
these are valid 10.2 coverage — fixed the call signature to positional
and corrected the mislabelled "SAP 10.3" docstrings to SAP 10.2 (we
track 10.2 deliberately). Also converted pytest.approx → abs(x-y)<=tol
per the repo convention; pyright on the file drops 48 → 0.

test_table_32.py (2 failures) — the parametrised "match PDF p.95" test
pinned heating oil (code 4) = 7.64 and FAME (code 73) = 5.44, but the
table deliberately diverges from the PDF for these two carriers: oil =
5.44 (Slice S0380.131, two independent lodging engines agree the PDF
7.64 is the outlier) and FAME = 7.64 (Slice S0380.168). Updated the two
expected values to the worksheet-canonical figures the table actually
uses, with inline citations + a docstring note on the divergence.

Full calculator + property_baseline + heating-corpus suites: 1748 pass,
0 fail. pyright net-improving on both files.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-02 15:09:59 +00:00
Khalim Conn-Kowlessar
2f039aeb39 Thread appliances + cooking annual kWh onto SapResult for ADR-0014 bills
ADR-0014 BillDerivation prices a per-end-use EnergyBreakdown
(HEATING / HOT_WATER / LIGHTING / PUMPS_FANS / APPLIANCES / COOKING).
SapResult already carried the first four but not appliances or cooking,
so a downstream SapResult→EnergyBreakdown adapter had to stub those two
at 0 kWh — understating the bill by the whole unregulated electricity
load. Surface them so the property_baseline side can wire the sections.

Adds two output-only fields to CalculatorInputs + SapResult, threaded
exactly like lighting_kwh_per_yr:
  appliances_kwh_per_yr  — SAP 10.2 Appendix L L13/L14/L16a annual E_A
                           (sum of the §5 (68) monthly appliances kWh)
  cooking_kwh_per_yr     — SAP 10.2 Appendix L L20 (p.91) ELECTRICITY
                           estimate E_cook = 138 + 28×N

Both values already existed in cert_to_inputs.py (appliances_monthly_kwh,
cooking_monthly_kwh) — reused, not recomputed.

Fuel attribution: cooking_kwh_per_yr is the L20 ELECTRICITY figure (the
field docstring says so), distinct from the L18 cooking heat GAIN
(35 + 7N W) the §5 internal-gains cascade uses. The bill adapter should
treat cooking as an electricity carrier; a gas-cooker split, if ever
needed, is a separate follow-up.

HARD CONSTRAINT honoured — output-only, zero rating drift. Appliances +
cooking are unregulated and are NOT fed into ECF / total_fuel_cost /
CO2 / primary energy / sap_score. Every golden-fixture, Elmhurst e2e
SapResult pin, section cascade pin, and heating-corpus residual stays
byte-identical (1165 rated pins green). The synthetic CalculatorInputs
fixtures set the new fields non-zero on purpose so the existing cost/PE
reconciliation assertions act as leak detectors.

New focused test asserts both fields are populated (non-zero) and
threaded unchanged onto SapResult, with cooking equal to the L20
electricity figure (138 + 28×occupancy) to 1e-9. pyright net-zero
111 → 111.

Note: 11 pre-existing failures in test_appendix_u.py / test_table_32.py
arrived with the recently absorbed PR and are unrelated to this change
(they fail identically on the clean branch); flagged separately.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-02 15:00:10 +00:00
Khalim Conn-Kowlessar
44bf186e22 Merge branch 'feature/per-cert-mapper-validation' of https://github.com/Hestia-Homes/Model into feature/per-cert-mapper-validation 2026-06-02 14:46:47 +00:00