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Author SHA1 Message Date
Khalim Conn-Kowlessar
5f4a78e4c9 S0380.186: pin golden PE/CO2 against full-precision dr87 worksheets (47 certs)
The existing golden test compares calc PE/CO2 against the integer-rounded
lodged register values (energy_consumption_current / co2_emissions_current),
which conflates real calculator gaps with register rounding. This adds a
parallel pin against each cert's Elmhurst dr87 worksheet (286)/(272) at full
precision — a clean calculator-vs-Elmhurst signal for the 47 worksheet-backed
certs (9 ASHP + 38 cohort-2).

Findings at capture (calc − worksheet, on the worksheet's own decimal TFA):
  - 37/47 exact on both PE (<0.05 kWh/m²) and CO2 (<0.02 kg).
  - 10 higher-consumption gas certs carry PE +0.5..+1.5 kWh/m² AND
    CO2 -0.5..-1.1 kg simultaneously. PE-over + CO2-under on the same
    certs is the fingerprint of a small gas→electricity fuel-split
    difference (elec PE 1.51 > gas 1.13, but elec CO2 0.136 < gas 0.21),
    not a factor-value error — next slice candidate.

An earlier "41/47 PE gaps" reading was a JSON-integer-TFA division artifact;
comparing on the worksheet's decimal TFA (which the calculator also uses)
collapses it to the real 10. Worksheet values frozen as literals (the dr87
PDFs are untracked, so not parsed at test time) per the worksheet_unrounded_sap
convention. Also replaced a pre-existing pytest.approx with abs-diff to keep
the file at zero pyright errors (feedback_abs_diff_over_pytest_approx).

106 passed (was 59); pyright 0 errors.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-02 19:54:45 +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
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
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
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
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
bce4a9f7ec refactor(baseline): SapCalculator ABC replaces the Calculator Protocol
PR feedback: prefer an abstract base the calculator inherits from over a
structural Protocol. Define `SapCalculator(ABC)` in the calculator package
(the engine owns its own contract) and have `Sap10Calculator` inherit it;
a future methodology is another subclass. Placing the ABC with the engine —
not in property_baseline — keeps the dependency pointing consumer -> engine
(sap10_calculator imports nothing from property_baseline). Consistent with
the repo's existing port convention (FuelRatesRepository(ABC)).

CalculatorRebaseliner keeps its reference to SapCalculator type-only (under
TYPE_CHECKING), so the module still does not import the calculator at
runtime. Test fakes now inherit the ABC since structural conformance no
longer applies.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-02 13:45:48 +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
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
457d959b1f 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 16:28:48 +00:00
Khalim Conn-Kowlessar
9f22b0aae8 feat(baseline): BaselineOrchestrator + BaselinePerformance aggregate (#1135)
Stage 2 of First Run. Establishes each Property's Baseline Performance
from persisted source data and writes it back — reads only from repos,
never a Fetcher or HTTP (ADR-0003), so it is byte-identical whether
Ingestion ran milliseconds ago or last week.

Domain (`domain/baseline/`):
- `Performance` VO — the four rated quantities: SAP / EPC Band / CO2 /
  Primary Energy Intensity. `lodged_performance(epc)` reads them off the
  EPC's recorded fields (PEUI = `energy_consumption_current`).
- `BaselinePerformance` (ADR-0004) — the paired `lodged` + `effective`
  Performance + `rebaseline_reason`, plus the no-derivation part of the
  energy block (`space_heating_kwh` / `water_heating_kwh`, off the RHI,
  deterministic per ADR-0006). Both halves always populated.
- `Rebaseliner` port + `StubRebaseliner`: the re-score-on-override seam
  (ADR-0011). SAP10 certs pass through (effective == lodged, reason
  "none"); a pre-SAP10 cert raises `RebaselineNotImplemented` rather
  than fabricating a plausible-but-wrong "none" — ML rebaselining is not
  wired yet. Mirrors the repo's strict-raise culture.

Persistence: new `BaselineRepository` port + `BaselinePostgresRepository`
+ flat-column `baseline_performance` SQLModel (one row per Property). Per
ADR-0004's amendment this is a standalone table, NOT columns on the
retiring `property_details_epc`. Production migration is FE-owned
(Drizzle) — docs/migrations/baseline-performance-table.md.

Docs (grill-with-docs): corrected CONTEXT.md Lodged/Effective Performance
to Primary Energy Intensity (the term collided with its own _Avoid_ entry
under "heat demand") + fixed stale RHI field names; amended ADR-0004
Consequences for the standalone-table decision.

Fuel split + bills (rest of EPC Energy Derivation) deferred to a
follow-up — they need a Fuel Rates source (Ofgem-cap ETL) that does not
exist yet.

TDD, one test -> one impl: 7 tests (lodged read, rebaseliner pass-through
+ raise, orchestrator establish-and-persist + pre-SAP10 raise, Postgres
round-trip + absent). pyright strict clean; AAA layout.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-01 16:28:48 +00:00
Khalim Conn-Kowlessar
460970af39 feat(property): Property aggregate + PropertyRepository (#1132)
Add the Ara modelling aggregate root (ADR-0002): domain/property/ with
PropertyIdentity, SiteNotes, Property, Properties. Property.source_path
implements the two disjoint source paths + Recency Tie-Break (ADR-0001;
survey wins on an equal date); effective_epc resolves to the surveyed data
(Site Notes path) or the public EPC (epc_with_overlay path — Landlord
Overrides overlay is a later slice). Pure dataclasses, no infrastructure imports.

PropertyRepository port + PropertyPostgresRepository hydrate the aggregate
whole from a defensive view of the FE-owned 'property' table (identity columns)
plus the EPC slice via EpcRepository.get_for_property. Reads only from repos
(ADR-0003). 8 domain + 1 hydration test; pyright strict clean.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-01 16:28:48 +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
76717dfc3a feat(baseline): BaselineOrchestrator + BaselinePerformance aggregate (#1135)
Stage 2 of First Run. Establishes each Property's Baseline Performance
from persisted source data and writes it back — reads only from repos,
never a Fetcher or HTTP (ADR-0003), so it is byte-identical whether
Ingestion ran milliseconds ago or last week.

Domain (`domain/baseline/`):
- `Performance` VO — the four rated quantities: SAP / EPC Band / CO2 /
  Primary Energy Intensity. `lodged_performance(epc)` reads them off the
  EPC's recorded fields (PEUI = `energy_consumption_current`).
- `BaselinePerformance` (ADR-0004) — the paired `lodged` + `effective`
  Performance + `rebaseline_reason`, plus the no-derivation part of the
  energy block (`space_heating_kwh` / `water_heating_kwh`, off the RHI,
  deterministic per ADR-0006). Both halves always populated.
- `Rebaseliner` port + `StubRebaseliner`: the re-score-on-override seam
  (ADR-0011). SAP10 certs pass through (effective == lodged, reason
  "none"); a pre-SAP10 cert raises `RebaselineNotImplemented` rather
  than fabricating a plausible-but-wrong "none" — ML rebaselining is not
  wired yet. Mirrors the repo's strict-raise culture.

Persistence: new `BaselineRepository` port + `BaselinePostgresRepository`
+ flat-column `baseline_performance` SQLModel (one row per Property). Per
ADR-0004's amendment this is a standalone table, NOT columns on the
retiring `property_details_epc`. Production migration is FE-owned
(Drizzle) — docs/migrations/baseline-performance-table.md.

Docs (grill-with-docs): corrected CONTEXT.md Lodged/Effective Performance
to Primary Energy Intensity (the term collided with its own _Avoid_ entry
under "heat demand") + fixed stale RHI field names; amended ADR-0004
Consequences for the standalone-table decision.

Fuel split + bills (rest of EPC Energy Derivation) deferred to a
follow-up — they need a Fuel Rates source (Ofgem-cap ETL) that does not
exist yet.

TDD, one test -> one impl: 7 tests (lodged read, rebaseliner pass-through
+ raise, orchestrator establish-and-persist + pre-SAP10 raise, Postgres
round-trip + absent). pyright strict clean; AAA layout.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-05-30 21:21:34 +00:00
Khalim Conn-Kowlessar
92de07efba feat(property): Property aggregate + PropertyRepository (#1132)
Add the Ara modelling aggregate root (ADR-0002): domain/property/ with
PropertyIdentity, SiteNotes, Property, Properties. Property.source_path
implements the two disjoint source paths + Recency Tie-Break (ADR-0001;
survey wins on an equal date); effective_epc resolves to the surveyed data
(Site Notes path) or the public EPC (epc_with_overlay path — Landlord
Overrides overlay is a later slice). Pure dataclasses, no infrastructure imports.

PropertyRepository port + PropertyPostgresRepository hydrate the aggregate
whole from a defensive view of the FE-owned 'property' table (identity columns)
plus the EPC slice via EpcRepository.get_for_property. Reads only from repos
(ADR-0003). 8 domain + 1 hydration test; pyright strict clean.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-05-30 19:39:54 +00:00
Jun-te Kim
61efcad27b standardist Address 2026-05-22 10:13:32 +00:00
Jun-te Kim
0dee917094 unsanistiesed address list instead of raw address lit 2026-05-22 08:27:59 +00:00
Jun-te Kim
cf14a4e3aa rename to SAL and AssetList and RawAddresses 2026-05-22 08:14:46 +00:00
Jun-te Kim
acb306f7b9 asset list from landlord 2026-05-22 07:34:50 +00:00
Jun-te Kim
94cbf5f516 changed useraddress landlordasset list 2026-05-21 16:59:57 +00:00
Jun-te Kim
b14f98788e added landlord orchestration 2026-05-21 16:32:50 +00:00
Jun-te Kim
dc159e0b45 tests framework completed 2026-05-20 14:00:19 +00:00
Jun-te Kim
d0cf3d14ad get rid of comments 2026-05-20 13:21:11 +00:00
Jun-te Kim
8bb90a5aa5 sanitisation of postcode 2026-05-20 12:57:03 +00:00
Jun-te Kim
914a8ed51e postcode splliter working e2e 2026-05-20 11:07:40 +00:00
Jun-te Kim
6198d7a46d postcode_splitter: pure domain (UserAddress, sanitise_postcode, postcode_batching)
Slice 1/6 of the postcode_splitter refactor (Hestia-Homes/Model#1100).
Introduces the pure-domain foundation under domain/, with no AWS, Postgres,
or pandas. UserAddress is a frozen dataclass that sanitises its postcode in
__post_init__ via the canonical sanitise_postcode helper, and
iter_postcode_grouped_batches preserves the legacy splitter's batching
invariants (group-by-postcode in insertion order, never split a group,
oversize single-postcode groups dispatched whole, final flush). Updates
UBIQUITOUS_LANGUAGE.md so the User Address term covers both the dataclass
sense (preferred in domain code) and the raw upstream-string sense.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-19 16:45:47 +00:00
Jun-te Kim
54a674b5c8 added postcode splitter rewrite to ddd 2026-05-19 16:35:09 +00:00