The new pipeline left no per-Property record of a run (the old engine set
property.has_recommendations and populated property_details_epc). Restore the
marker: PropertyRepository.mark_modelled sets has_recommendations (true when the
Plan carries measures, mirroring the old engine) and bumps updated_at, so a
first-run under the new process is identifiable as updated_at >= 2026-06-01.
ModellingOrchestrator marks each Property after its Scenarios (true if any
Scenario yielded a measure); run_modelling_e2e's --persist path marks it too
(its compute runs on in-memory fakes, so the DB UoW sets it directly). Adds the
has_recommendations/updated_at columns to the PropertyRow mirror.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The measures a run considers should come from the Scenario, not a CLI flag.
The live scenario table persists exclusions only (no inclusions column), as a
Postgres text-array of exact MeasureType values.
- Scenario gains `exclusions: frozenset[MeasureType]` + `considered_measures()`
(all measures minus the excluded ones, or None when none are excluded).
- ScenarioModel.to_domain parses the `{a,b,c}` exclusions array into
MeasureTypes, raising on a token that is not an exact MeasureType value
(no high-level category expansion), per the strict-enum convention.
- ModellingOrchestrator._plan_for derives the allowlist from the Scenario's
exclusions, combined (intersection) with any explicit considered_measures
override via the new `combine_considered_measures`.
- run_modelling_e2e sources the allowlist from the Scenario; --measures /
--exclude-measures become optional overlays (e.g. the technical
secondary_heating_removal exclusion the catalogue cannot yet stock).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
`restrict_to_considered_measures` filtered candidates only *after* every
generator had run, so an excluded measure still queried the catalogue.
That crashed properties with a lodged secondary heater: the live
`material.type` enum has no `secondary_heating_removal` value, so the
query raised a psycopg2 `InvalidTextRepresentation` before the allowlist
could drop it.
`_candidate_recommendations` now pairs each generator with the measure
types it can emit and runs it only when the allowlist admits one of them
(None = all), so an excluded measure never reaches the catalogue.
`restrict_to_considered_measures` still trims disallowed Options off the
multi-Option survivors. Add `--exclude-measures` to run_modelling_e2e
(allowlist minus the excluded set) for excluding one measure without
enumerating the rest.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Two review points from @dancafc:
1) Rename the `Comparable` dataclass → `ComparableProperty` (it models one
comparable *property*; the collection stays `ComparableProperties`). Applied
across domain, repositories, orchestration, harness, scripts, and tests with a
word-boundary rename so `ComparableProperties` is untouched.
2) Move `PredictionTarget` out of comparable_properties.py into prediction_target.py
(where `PredictionTargetAttributes` + `build_prediction_target` already live).
comparable_properties.py now imports it; no import cycle (prediction_target no
longer depends on comparable_properties). Importers updated.
92 tests pass across the touched suites; pyright strict clean.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Wire EPC Prediction gap-fill into IngestionOrchestrator (ADR-0031). When the
predictor collaborators are injected (ComparablesRepo + PredictionAttributesReader
+ EpcPrediction), an EPC-less Property is predicted from its postcode cohort and
persisted to the predicted slot; the eligibility gate (unknown property_type) and
"a lodged EPC is never predicted over" both hold. The two-phase contract is kept:
prediction attributes (Landlord Overrides) resolve in the unit prep phase, the
cohort fetch + select + predict run in the no-unit IO phase, persistence in the
write phase. All three collaborators are OPTIONAL — unwired, ingestion behaves
exactly as before (existing tests unchanged).
3 tests (predict+persist, gate, lodged-wins); 228 pass across orchestration +
epc_prediction + repositories; pyright strict clean. Production composition-root
wiring (real ComparableProperties + override-attributes adapters) is part of the
Jun-te handover.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Orchestrator runs recommend_secondary_heating_removal; report._triggers_for
explains it via the lodged secondary_heating_type; harness catalogue + ARA seed
price it. Re-pins the golden/integration plans it shifts: it is a cheap (\£250)
SAP lever, so on gas-main certs lodging an electric secondary (691) it displaces
the \£12k ASHP (0330, 0036) or joins the all-beneficial-measures package (000490,
where its marginal SAP is 0 under the category-4 ASHP but the heater is still
physically removed). Consistent with the optimiser's existing kitchen-sink
package behaviour.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Add domain/modelling/considered_measures.py::restrict_to_considered_measures —
the pure allowlist that limits a run to a chosen set of MeasureType (mirroring
the legacy engine's `inclusions`). It filters at the Option level, so a
multi-option Recommendation (e.g. Heating & Hot Water competing HHRSH against
an ASHP bundle) is kept with only its allowed Options; a Recommendation left
with none is dropped. None = consider everything (unrestricted default).
Thread `considered_measures: frozenset[MeasureType] | None` through
ModellingOrchestrator.run -> _plan_for -> _scored_candidate_groups /
_candidate_recommendations (applies the filter) and _measure_dependencies
(suppresses a forced dependency whose required measure is outside the
allowlist, so a restricted run forces nothing it is not considering). The
local-run seam (harness.console.run_modelling) gains the same param.
The Optimiser still freely chooses among survivors — including none. Tests:
the pure filter (3 cases) + an orchestrator-seam test proving a
{solar_pv}-restricted run yields only solar_pv options. 257 pass + 3 xfail;
pyright clean.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Pulls in 42 commits of calculator/mapper accuracy fixes from the per-cert
mapper-validation and floor/roof/heating fronts.
Conflict resolutions:
- mapper `_is_elmhurst_roof_window`: main dropped the branch's "wall location →
vertical" guard (it broke cert 000516's rooflight), but that re-broke cert
001431's two External-wall U>3.0 windows (which must stay vertical). The two
certs lodge a BYTE-IDENTICAL §11 row, so neither location nor U separates
them — the real discriminator is the room-in-roof context. Replaced the
unconditional U>3.0 backstop with one gated on the BP having a room-in-roof
(`_elmhurst_bp_has_room_in_roof`): 000516's Main BP has a "Room in roof type
1" (→ rooflight), 001431's does not (→ vertical). Validated against BOTH —
full Elmhurst worksheet suite 1038 pass + the 001431 window-extraction pin.
- property_postgres_repository: kept main's `ids_by_uprn` method + the branch's
`_restrictions_of` helper.
- sap_fuel.py: the branch relocated it to domain/billing/ (already carrying
main's to_table_32_code normalization), so kept the old path deleted.
Fallout from main's fabric fixes (validated by the boiler-3 real-cert pin which
still reproduces at delta 0):
- re-pinned the boiler-1 + boiler-instant-hw ASHP snapshot scores;
- main's §14.2 gas-boiler main-fuel derivation resolved the BGB/102 baseline
gap, so `test_gas_boiler_instant_hw_before_baselines` is now a passing test
(was an xfail tripwire).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Slice 8 of the Solar PV Recommendation Generator (ADR-0026). The
ModellingOrchestrator now reads each Property's persisted Google Solar
buildingInsights JSON (uow.solar), projects it once per Property into a typed
SolarPotential via `_solar_potential_for` (None for a missing or error
payload), and threads it into `recommend_solar` alongside planning_restrictions
— mirroring the ASHP wiring. Solar fires only when a feasible potential is
present, so dwellings without fetched solar data are unaffected.
FakeSolarRepo now returns None for an unseeded Property (was raising) and
supports `by_property` seeding, so the orchestrator's new solar read is exercised.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
recommend_heating now receives planning_restrictions in the orchestrator (the
ASHP planning gate); the ASHP bundle joins the free candidate pool for every
house/bungalow. Catalogue + contingency (legacy 0.25) gain air_source_heat_pump;
report.py _triggers_for explains the ASHP trigger; the harness forcing test
covers it. Integration tests seed an air_source_heat_pump MaterialRow (ASHP
fires on every house, the broadest trigger yet). NB the optimiser correctly does
NOT select ASHP for an EPC-band goal — gas->electric does not improve the SAP
cost-rating; ASHP is a CO2/PE measure, selectable once non-EPC goals land. ASHP
bundle COMPLETE (S5-S7). ADR-0024.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
recommend_heating joins the free candidate pool in _candidate_recommendations;
the HHR storage bundle reaches the optimised package for an electric/off-gas
dwelling. Catalogue + contingency (legacy 0.10) gain
high_heat_retention_storage_heaters; report.py _triggers_for explains the
heating trigger (electric/off-gas main); the harness _GENERATOR_MEASURE_TYPES
forcing test covers it. ASHP + boiler bundles still to come. ADR-0024.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Slice 4 of the lighting generator (ADR-0023): run recommend_lighting in
_candidate_recommendations (no planning gate). Price low_energy_lighting in the
offline catalogue + contingency table (0.26, the legacy rate); the
_GENERATOR_MEASURE_TYPES forcing test enforces both. A run_modelling test pins
the wiring end-to-end (an incandescent-lit dwelling gets the LED upgrade in the
optimised package).
Downstream updates, all because lighting now fires on any cert with non-LED
bulbs: report.py gains the low_energy_lighting trigger (the non-LED counts); the
two golden-cert report tests and the multi-measure integration test now expect
low_energy_lighting alongside the fabric measures (the sample/golden EPCs lodge
low-energy-unknown bulbs); first-run integration seeds a low_energy_lighting
MaterialRow.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Slice 4 of the glazing generator (ADR-0022): run recommend_glazing in
_candidate_recommendations, threading the Property's PlanningRestrictions so a
protected dwelling is offered secondary glazing instead of double (mirrors
recommend_solid_wall). Price both Measure Types in the offline catalogue
(double £600/window, secondary £510 -- the legacy 0.85x scaling) and the
contingency table (0.15, the legacy windows_glazing rate); the
_GENERATOR_MEASURE_TYPES forcing test enforces both entries exist.
run_modelling tests pin the wiring end-to-end on an all-single-glazed dwelling:
double when unrestricted, secondary when listed. The first-run integration test
seeds a double_glazing Product because its lodged EPC has a single-glazed
window. _single_glazed_epc() deep-copies build_epc() (which shares its window
objects) so the mutation can't leak into other tests' baselines.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Slice 2 (ADR-0021). `recommend_roof_insulation` now owns the loft branch as the
fallback — a plain pitched loft, a thatched roof (the covering doesn't block
insulating the loft floor), or an unlodged roof type all take loft (joist)
insulation at 300 mm when `roof_insulation_thickness == 0`. Sloping is tested
first; a no-access roof gets nothing. Retired the standalone
`recommend_loft_insulation`; the orchestrator and its tests now call the
dispatcher.
Pinned: thatch before→after (None→300) reproduces at 1e-4; the existing loft pin
still holds through the dispatcher. Behaviour-preserving on the golden cohort
(roof measure unchanged: none across all 57) — the dispatch is strictly more
precise (won't fire loft on a sloping/no-access roof).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Slice 3c.4. Ingestion now resolves the whole spatial reference in one lookup
(`spatial_for`) — the coordinates drive the Solar fetch as before, and the
reference (coordinates + planning protections) is persisted per-UPRN via
`uow.spatial` in the same write batch, so Modelling can read the protections
back off the Property (ADR-0020). `_Fetched` carries the UPRN and the reference
into the write phase.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Slice 3b+3d (ADR-0019/0020). Property gains a planning_restrictions attribute
(default unrestricted); the ModellingOrchestrator threads it from the Property
through _plan_for -> _scored_candidate_groups -> _candidate_recommendations into
recommend_solid_wall, replacing the unrestricted default. run_modelling exposes
a planning_restrictions param so the offline harness can inspect restricted
properties. Integration test: a listed solid-brick dwelling that gets IWI when
unrestricted now yields no wall insulation. 145 tests pass.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Slice 2e. recommend_solid_wall joins the orchestrator's fabric generator pool
(restrictions default unrestricted until slice 3 sources them); the harness
catalogue + contingencies (26%) gain external_wall_insulation /
internal_wall_insulation. run_modelling on an uninsulated solid-brick dwelling
(baseline SAP 36.6) now selects internal wall insulation into the optimised
package; the catalogue-completeness guard covers both new measure types.
Golden cohort 57/57 still error-free; IWI now fires on a real cohort cert.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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>
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>