Records the /grill-with-docs design for the Modelling Bill-Derivation slice:
Bill Derivation is cross-stage (relocate Bill/EnergyBreakdown/BillDerivation/
sap_fuel to a neutral domain/billing/); Modelling bills the fully-overlaid
post-package SapResult (so fuel-switch measures price at the new fuel for free),
diffing against the baseline at the same FuelRates snapshot; the post-package
and baseline SapResults are captured from scores the optimiser/orchestrator
already compute (Score.sap_result), so no second calculate; FuelRatesRepository
is constructor-injected into ModellingOrchestrator mirroring Baseline; plan-level
columns this slice, per-measure telescoping bill cascade next (energy_savings is
vestigial, left NULL).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The warm-start (and max-gain fallback) now price each forced Measure Dependency
the candidate triggers, not just inject it afterwards: optimise/optimise_min_cost
fold dependencies into each candidate's cost+gain via _augmented_cost_gain, and
optimise_package scores each dependency's true role-1 signal (_with_role1_signals)
instead of the 0.0 placeholder. This stops the min-cost objective (i) ignoring the
~£900 a wall drags in (a wall-free package reaching target can be cheaper) and
(ii) picking a small-gain wall whose mandatory ventilation (down to -5 SAP) makes
it net-negative, which repair cannot un-pick.
Budget is now a hard envelope: the constraint applies to the augmented (measure +
its ventilation) cost, so a wall that fits alone but whose ventilation would bust
the budget is DROPPED rather than forced over budget. This reverses the earlier
'forced regardless of budget' call (which made sense when selection was
ventilation-blind). Safety invariant intact — presence still injected on every
path; we just never recommend a wall we can't afford to ventilate. ADR-0016
amendment updated. 94 modelling+orchestration tests pass.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The original ADR-0016 mis-specified the warm-start objective as maximise-gain-
subject-to-budget (with the target a repair floor); the rebuild faithfully
implemented that wrong objective. The intended behaviour is the legacy
StrategicOptimiser Case 1: minimise cost subject to (true) SAP gain >= target and
cost <= budget, falling back to max-gain-within-budget only when the target is
unreachable. For Increasing EPC this is least-cost-to-target: cheapest package
reaching the band, stops at the target (no overshoot into a higher band), surplus
budget unspent.
Also records: target predicate sap_continuous >= band floor (conservative, no
legacy slack — re-score+repair supersede it); ventilation-aware selection (the
forced dependency, -1 to -5 SAP, is folded into candidate evaluation with a real
negative role-1 signal, not just injected afterwards); presence-vs-awareness
enforcement; warm-start+re-score+repair structure and scalability rationale kept.
Sharpened the CONTEXT.md Optimised Package definition to match.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Outcome of the /grill-with-docs session scoping #1157.
- CONTEXT.md: add **Plan Measure** (the persisted selected Option +
role-3 attribution + cost); Recommendation stays the candidate.
Remove Scenario Phase / Plan Phase / Rolled-over Options — multi-phase
is deferred. Reshape Scenario + Plan to single-phase; fix relationships,
dialogue, and the "phase" ambiguity note.
- ADR-0005: rewritten to Deferred (multi-phase was speculative
prospective-client work; single-phase now; future plan_phase back-fill
path preserved). Stray phase refs cleaned in ADR-0016 / ADR-0009.
- ADR-0017 (new): Plan persistence — reuse the live plan/recommendation
tables via SQLModel mirrors + a PlanRepository on the UoW; add
recommendation.plan_id, retire the plan_recommendations m2m; flat
post-retrofit on plan; idempotent replace; CO2 in tonnes. Unselected
alternatives + bills noted as deferred directions.
- docs/migrations/recommendation-plan-id.md: the FE-owned Drizzle change.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Reframe Recommendation as a target surface (partitions the EpcPropertyData
surface, so selected overlays never collide); add Measure Option,
Simulation Overlay (EpcSimulation), Product, Cost, Contingency, and
Measure Dependency. ADR-0016 fixes the scoring/optimisation approach
(warm-start grouped-knapsack MILP -> deterministic package re-score ->
greedy repair, with a final-package marginal cascade for display
attribution), resolving the open question in ADR-0005 §14.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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>
Captures a /grill-with-docs session resolving how BillDerivation gets the
fuel each end use burns, and what Rebaselining actually is.
- ADR-0014 amendment: per-end-use fuel is a calculator OUTPUT (resolved
Table-32 codes on SapResult: main-1/main-2/secondary/HW + pv_exported_kwh);
the adapter is a pure SapResult->EnergyBreakdown map. Corrects stale §3
(is_gas_code... -> sap_fuel.sap_code_to_fuel). Adds COOLING section.
Interim, pending ADR-0015.
- ADR-0013 amendment: the calculator is the SCORING ENGINE within
Rebaselining (assemble the Effective EPC picture, then score), not the
whole of it; the Rebaseliner exposes its SapResult so the orchestrator
composes Effective Performance AND the Bill from one scoring.
- ADR-0015 (new): mappers own cert normalization; EpcPropertyData becomes a
strict type. Explains why fuel resolution sits in the calculator today.
- CONTEXT.md: Effective EPC = the assembled picture; Rebaselining = assemble
(overrides / neighbour-estimation / old-schema remap) then score.
- EpcPropertyData docstring points at ADR-0015.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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>
Pin the bills design from a /grill-with-docs session:
- ADR-0014: whole-home annual bill from SAP10 Calculation's delivered kWh per
end use, re-priced at real Fuel Rates (NOT the calculator's SAP-notional
total_fuel_cost_gbp, which is RdSAP Table 32 standardised prices ~half real
electricity). Fuel enum + FuelRates + FuelRatesRepository static snapshot;
per-section + total flat columns; raise on unpriced fuel (house coal /
heat network are the named gaps).
- ADR-0013 amendment: the shadow stepping-stone is collapsed — the calculator
is load-bearing now. effective=calculated for sap_version<10.2 (StubRebaseliner
floor 10.0->10.2); >=10.2 keeps lodged + logs divergence; a strict-raise
aborts the batch (load-bearing for bills regardless of version).
- CONTEXT: EPC Energy Derivation -> Bill Derivation (no "service" suffix);
Baseline Performance energy block = per-end-use kWh + per-section bill + total;
Fuel Rates = committed static snapshot; Rebaselining trigger threshold 10.2.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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>
Replaces the handler's whole-pipeline Session (one transaction across all
three stages, connection pinned during Ingestion's external IO) with a
Unit-of-Work per stage (ADR-0012, added here). Each stage runs its batch in
one unit and commits once; any property raising aborts the batch and the
subtask fails noisily.
- BaselineOrchestrator(unit_of_work, rebaseliner): one unit for the batch,
commit once. Raise on a pre-SAP10 property leaves the unit uncommitted.
- IngestionOrchestrator(unit_of_work, epc_fetcher, geospatial_repo,
solar_fetcher): fetch/write split — phase 1 fetches the whole batch (EPC /
coords / solar) with NO unit open; phase 2 writes in one unit and commits.
The connection is never held during external IO. Geospatial S3 repo stays
injected (reference data, not transactional).
- Handler: module-scoped engine (pool reused across warm invocations) + a UoW
factory; whole-pipeline `with Session` gone. `build_first_run_pipeline`
composes on the factory. Source clients still behind the raising seam.
- ADR-0012 records the decision (per-stage boundary, all-or-nothing batch,
idempotent re-run, fetch/write split, module-scoped engine). Modelling stub
left untouched (no-op, no DB) per the ADR.
Tests: orchestrators on a shared FakeUnitOfWork (assert persisted batch +
exactly-once commit + no-commit-on-raise). New real-DB E2E integration test:
real PostgresUnitOfWork, Ingestion writes the EPC → Baseline reads it back
through the repo → re-run replaces, not duplicates (1 EPC row, 1 baseline row
after two runs). 121 pass in tests/; pyright strict clean; AAA.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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>
Records the grill-with-docs outcomes for the ara_first_run rebuild: three
composable stage orchestrators (Ingestion/Baseline/Modelling), one lambda per
use case chaining them through repos (not in-memory), and the Fetcher-vs-Repo
data-source taxonomy. Amends ADR-0003's chaining rule to generalise beyond
RefreshOrchestrator. Adds the pipeline-composition + First Run vocabulary to
CONTEXT.md.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Replaces the handler's whole-pipeline Session (one transaction across all
three stages, connection pinned during Ingestion's external IO) with a
Unit-of-Work per stage (ADR-0012, added here). Each stage runs its batch in
one unit and commits once; any property raising aborts the batch and the
subtask fails noisily.
- BaselineOrchestrator(unit_of_work, rebaseliner): one unit for the batch,
commit once. Raise on a pre-SAP10 property leaves the unit uncommitted.
- IngestionOrchestrator(unit_of_work, epc_fetcher, geospatial_repo,
solar_fetcher): fetch/write split — phase 1 fetches the whole batch (EPC /
coords / solar) with NO unit open; phase 2 writes in one unit and commits.
The connection is never held during external IO. Geospatial S3 repo stays
injected (reference data, not transactional).
- Handler: module-scoped engine (pool reused across warm invocations) + a UoW
factory; whole-pipeline `with Session` gone. `build_first_run_pipeline`
composes on the factory. Source clients still behind the raising seam.
- ADR-0012 records the decision (per-stage boundary, all-or-nothing batch,
idempotent re-run, fetch/write split, module-scoped engine). Modelling stub
left untouched (no-op, no DB) per the ADR.
Tests: orchestrators on a shared FakeUnitOfWork (assert persisted batch +
exactly-once commit + no-commit-on-raise). New real-DB E2E integration test:
real PostgresUnitOfWork, Ingestion writes the EPC → Baseline reads it back
through the repo → re-run replaces, not duplicates (1 EPC row, 1 baseline row
after two runs). 121 pass in tests/; pyright strict clean; AAA.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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>
Records the grill-with-docs outcomes for the ara_first_run rebuild: three
composable stage orchestrators (Ingestion/Baseline/Modelling), one lambda per
use case chaining them through repos (not in-memory), and the Fetcher-vs-Repo
data-source taxonomy. Amends ADR-0003's chaining rule to generalise beyond
RefreshOrchestrator. Adds the pipeline-composition + First Run vocabulary to
CONTEXT.md.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Locality of reference — SAP-specific docs, specs, and runtime data
now live alongside the calculator that consumes them, mirroring the
prior packages→domain layout moves.
Move targets:
- Narrative MDs → domain/sap10_calculator/docs/
NEXT_AGENT_PROMPT.md, HANDOVER_NEXT.md, SAP_CALCULATOR.md
- Spec PDFs → domain/sap10_calculator/docs/specs/
RdSAP 10 Specification 10-06-2025.pdf
PCDF_Spec_Rev-06b_12_May_2021.pdf
sap-10-2-full-specification-2025-03-14.pdf
sap-10-3-full-specification-2026-01-13.pdf
- PCDB runtime data → domain/sap10_calculator/tables/pcdb/data/
pcdb10.dat (8.3MB) + 7× pcdb_table_*.jsonl (18MB total)
Path code rewrites (load-bearing):
- tables/pcdb/__init__.py: replaced parents[4]/'docs'/'sap-spec' with
Path(__file__).resolve().parent/'data' for Table 105 JSONL loading.
- tables/pcdb/postcode_weather.py: same rebase for the pcdb10.dat path
read by _postcode_climate_table().
- tables/pcdb/etl.py __main__: same rebase for the manual ETL invocation
(source + output_dir both now point inside the package).
- tests/test_pcdb_etl.py: _PCDB_DAT_PATH now derives from
parents[1]/'tables'/'pcdb'/'data' (was parents[3]/'docs'/'sap-spec').
Citation rewrites:
- 12 .py docstrings and 4 .md docs (ADRs + READMEs + narrative docs)
had `docs/sap-spec/<file>` strings rewritten to their new locations.
- Two cases where the catch-all sed misfired (an ADR-0009 line about a
PCDB extract; the pcdb __init__.py docstring about ETL output) were
hand-corrected to point at tables/pcdb/data/ rather than docs/specs/.
docs/sap-spec/ is now empty (will be removed in a follow-up sweep or
left as a vestigial empty dir for future repurposing). ADRs 0009 and
0010 remain at docs/adr/ — they're part of the chronological
cross-cutting decision log, not calculator-specific narrative.
Verified:
- Calculator's 1e-4 production gate
(test_api_001479_full_chain_sap_matches_worksheet_pdf_exactly) GREEN.
- Wider sweep (domain/sap10_calculator/ + domain/sap10_ml/): 1654
passed / 20 failed — exact pre-move baseline. All 20 failures
pre-existing (10 hand-built skeleton + 4 cohort chain + 6 cohort
diff).
- Pyright net-zero on the 4 touched runtime/test files (0 errors)
and unchanged on heat_transmission.py (13) / cert_to_inputs.py (35) /
mapper.py (33).
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
Sibling migration to the sap10_calculator move — `domain.ml` now lives
at the root-level layout (`domain/sap10_ml/`) matching the pattern
already used by `domain.addresses`, `domain.tasks`, `domain.postcode`,
and `domain.sap10_calculator`.
Changes:
- `git mv packages/domain/src/domain/ml → domain/sap10_ml` (19 files;
history preserved).
- Subpackage rename: `domain.ml` → `domain.sap10_ml`. 32 references
rewritten across .py and .md files: 11 internal + 21 external
(datatypes/epc/domain/mapper.py, 14 files in domain/sap10_calculator,
2 backend tests, 2 ADRs, 1 README, 1 design doc).
- Path-string updates: `pytest.ini` testpath
`packages/domain/src/domain/ml/tests` → `domain/sap10_ml/tests` so
ML tests stay in the default auto-discovered sweep. `CONTEXT.md`
also updated.
`packages/domain/src/domain/` is now empty — the workspace `domain/`
tree has been fully migrated. Together with the `domain/__init__.py`
deletions from the sap10_calculator commit (29ac35cc), `domain` is
now a single root-level namespace package with subpackages
{addresses, sap10_calculator, sap10_ml, tasks} + the standalone
`postcode.py` module.
Verified:
- Focused sweep (backend mapper-chain + sap10_calculator worksheet
e2e + golden fixtures): 99 passed / 19 failed — identical baseline.
- Wider sweep (all sap10_calculator + sap10_ml): 1654 passed / 20
failed (same pre-existing failures).
- domain/sap10_ml/tests: 210/210 PASSED at new path.
- Pyright net-zero: heat_transmission.py 13, cert_to_inputs.py 35,
mapper.py 33, rdsap_uvalues.py 1 (all unchanged from baseline).
Note: `packages/domain/pyproject.toml` still declares
`packages = ["src/domain"]` for the hatchling wheel — that target
directory is now empty and the wheel build is effectively a no-op.
Retiring the workspace package or repointing the wheel is a follow-up.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
Migration of the SAP 10.2 calculator package from the uv-workspace
src-layout (`packages/domain/src/domain/sap`) to the root-level layout
(`domain/sap10_calculator`), matching the pattern already used by
`domain.addresses` / `domain.tasks` / `domain.postcode`.
Changes:
- `git mv packages/domain/src/domain/sap → domain/sap10_calculator`
(92 files; git auto-detected all as renames so blame/history is
preserved).
- Subpackage rename: `domain.sap` → `domain.sap10_calculator`. 48
Python files rewritten (`from domain.sap.X` → `from domain.sap10_
calculator.X`); zero remaining `domain.sap` refs after the sed pass.
- Path-string updates: 3 .py files (test fixtures + xlsx loader) +
6 markdown docs (CONTEXT.md, 2 ADRs, 3 sap-spec docs, sap10_
calculator/README.md) had hard-coded `packages/domain/src/domain/
sap/...` paths rewritten to `domain/sap10_calculator/...`.
- `Path(__file__).parents[N]` rebasing: the old tree was 3 levels
deeper than the new one (`packages/domain/src/`), so 4× `parents[7]`
became `parents[4]` and 1× `parents[6]` became `parents[3]` across
`tables/pcdb/{__init__.py, postcode_weather.py, etl.py}`,
`worksheet/tests/_xlsx_loader.py`, and `tests/test_pcdb_etl.py`.
- PEP 420 namespace package: deleted both `domain/__init__.py`
(root + workspace, both load-bearing only as empty/docstring) so
Python combines `domain.sap10_calculator` (root) and `domain.ml`
(workspace) into one namespace package. Confirmed via
`domain.__path__ == ['/workspaces/model/domain',
'/workspaces/model/packages/domain/src/domain']`. Without this,
the root `domain/__init__.py` shadowed the workspace one and
`domain.ml` was unreachable.
Verified:
- Full sweep (`backend/documents_parser/tests/test_summary_pdf_
mapper_chain.py + domain/sap10_calculator/worksheet/tests/test_
e2e_elmhurst_sap_score.py + domain/sap10_calculator/rdsap/tests/
test_golden_fixtures.py`): 99 passed / 19 failed — exact same
counts as pre-refactor. All 19 failures pre-existing (9 hand-built
001479 + 6 cohort diff + 4 cohort chain non-spec).
- Wider sweep (all sap10_calculator + domain.ml): 1654 passed /
20 failed (the +1 vs the focused sweep is the pre-existing
`test_roof_insulated_assumed_with_ni_thickness_uses_50mm_per_
section_5_11_4` which was already failing on the previous baseline).
- Pyright net-zero on the three load-bearing baselines:
`heat_transmission.py` 13, `cert_to_inputs.py` 35, `mapper.py` 33.
Lift-and-shift only — no semantic renames (`Sap10Calculator` stays
`Sap10Calculator`), no testpaths edits in pytest.ini (sap tests
continue to be invoked by explicit pytest paths).
Note: `domain.ml` still lives at `packages/domain/src/domain/ml/`.
Migrating it would close out the dual-`domain/` layout but is
out of scope for this commit.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
Rewrites HANDOVER_NEXT.md for the next agent. Two-ticket sequence:
1. Table 3c (immediate): implement SAP10.2 Appendix J §J3 two-profile
combi-loss formula + route PCDB records with separate_dhw_tests=2
through it. Closes 000477/000480/000487/000516 from SAP delta
+1/+12/+11/+12 to delta=0. Currently those fall through to Table 3a
keep-hot 600 kWh/yr default = ~25× overshoot.
2. RdSAP API integration test (end-state): real RdSAP10 API response
→ EpcPropertyDataMapper → cert_to_inputs → SAP integer == lodged.
User generating exotic fixtures to pressure-test first.
SPEC_COVERAGE §4 row updated to call out the Table 3c gap. ADR-0010
gains a "Cohort residual hunt + SAP 10.2 rating constants" amendment
documenting the 5 component closures (secondary heating, ventilation
cert lodgement, Table 4f pumps_fans, SAP 10.2 rating constants,
000477 partial) and naming the deferred Table 3c work.
Carries a PCDF parser concern: raw row at index 52 has 13.729 which
looks like F2-annual-kWh but parser reads F2 from fields[55] = 0.0.
Verify field positions per BRE PCDF Spec §7.11 before assuming F2=0.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
SPEC_COVERAGE:
- §5 row: note new `annual_lighting_kwh` public leaf + InternalGainsResult
field + per-fixture U985 (232) abs=1e-4 pin across all 6 Elmhurst fixtures.
- Appendix L row: "Full (cost + gains)" — closes both sides via the same
L1-L11 cascade; legacy heuristic noted with rip-pending callsites.
ADR-0010 Amendment "Appendix L lighting (2026-05-22)":
- Two engine bugs surfaced + fixed: cosine modulation integral (uniform
+0.146% bias from continuous-formula vs Σ(L11 monthly)) and cert EPC
under-lodgement (`build_epc()` skipped bulb counts + windows).
- 000474 hits SAP integer delta=0 (first Elmhurst fixture across the gate).
- 000490 SAP integer + fuel cost xfailed (strict) — Appendix L direction
correct, other components broken (fuel pricing, Table D1-3 Ecodesign,
main heating +2.5%). Tracked as next ticket.
- Golden cohort PE tolerance widened 30→35 with rationale.
- Deferred work: cohort SAP-integer residual hunt, heuristic deletion,
RdSAP→API integration test (end-state e2e harness).
`predicted_lighting_kwh` deprecation note: cite ADR-0010 amendment; name
the two legacy callsites (`domain.ml.ecf`, `domain.ml.transform`) that
block deletion.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
- ADR-0010 amendment: narrow the SAP10.2 spec target — §10a/§10b
cost prices source from RdSAP10 Table 32 (per RdSAP10 §19.1),
not SAP10.2 Table 12. CO2 + PEF stay on Table 12 (RdSAP10 §19.2
says they're identical). Closes out the 000490 "spec-version
drift" framing as wrong-table + missing-standing-charges, not
corpus drift. Names §4 HW + Appendix L as the next-ticket
upstream debt that pre-§10a wrong-prices had been masking.
- SPEC_COVERAGE: new §10a row (32-field FuelCostResult, three new
tables/* + worksheet/* modules, per-line-ref status, Remaining
§10a work list). Updates §12 to "folded into §10a". Updates
header attribution.
No code changes in this commit — docs only.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
Adds ADR-0010 superseding ADR-0009's spec-version target, PCDB
sequencing, and cert-calibration layer. Captures the conclusions
of a grill-with-docs session:
1. Active spec target is SAP 10.2 (14-03-2025), not SAP 10.3 — no
SAP-10.3-lodged certs exist in the corpus to validate against.
2. table_12_cert_calibration is deleted (not "re-derived at the
end"). It was pre-March-2025 spec prices fit against a mixture
distribution of two spec-version regimes, with downstream-
component bugs absorbed into the fit — not Elmhurst deviation.
3. Validation Cohort: filter the corpus to inspection_date ≥
2025-07-01 so every cert in the probe was lodged on SAP 10.2
(14-03-2025) prices. One spec, one signal.
4. PCDB integration is promoted from "Session C deferred" to
prerequisite P4 — dominates residual variance on heat pumps and
the 78% of gas-boiler certs lodging main_heating_data_source=1.
5. Trace mode (SapResult.intermediate) and BRE worked-example
fixtures replace the 7 cert-based golden fixtures, which
contained compensating errors.
6. Strict-type EpcPropertyData via codes.csv-derived canonical
enums (P6) — the in-source motivation lives at
dimensions.py:74-82 (Khalim's comment, included in this commit).
7. Worksheet-faithful structure is a sweep-time principle: each
worksheet module mirrors SAP 10.2 worksheet line numbering.
CONTEXT.md additions:
- Refined "Calculated SAP10 Performance" and "SAP10 Calculation"
to reference SAP 10.2 + ADR-0010.
- New term "SAP Spec Version" — domain-meaningful because the
same EpcPropertyData yields different sap_score under different
spec revisions.
- New term "Validation Cohort" — the version-locked sub-corpus.
HANDOVER_SYSTEMATIC_REVIEW.md is rewritten section-by-section to
reflect ADR-0010: §1 framing, §2 status pointer, new §2.5 with the
six prerequisites P1–P6 in dependency order, §3 diagnosis (cert-cal
was stale prices, not Elmhurst deviation), §4 scope (PCDB IN,
SAP 10.3 stays OUT), §5 approach (worksheet-faithful principle as
§5.5), §7 tension dissolved, §7b findings re-framed, §8 dead-ends
re-classified as conditional, §9 cohort filter, §10 fixture
strategy, §11 trace mode as prerequisite, §12 prereqs-first,
§13 Phase 0/Phase 1 workflow, §14 ADR-0010 reference, §15 final
note.
P2.1 (commit ac1aa56a) already lands the first ADR-0010 slice
(probe swap to spec prices).
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
Promotes ADR-0009 from Proposed to Accepted after the grill-with-docs
session resolved all seven open questions. Bundles the SAP 10.3 and
RdSAP 10 specifications under docs/sap-spec/ plus a calculator design
sketch (module layout, monthly-loop pseudo-code, status table).
CONTEXT.md adds three new domain terms parallel to existing performance
language:
- Calculated SAP10 Performance (parallel to Effective / Lodged)
- SAP10 Calculation (process; implemented by Sap10Calculator)
- Measure Application (process; implemented by MeasureApplicator)
ML pipeline is NOT retired — it stays as the residual head once the
calculator reaches parity in Session B. ADR-0009 §"Grill outcomes" carries
the seven binding scope decisions plus three Session-A-scope changes
discovered during the grill (RdSAP §19 EER formula, SAP 10.2 Appendix A
cross-reference, RdSAP Table 29 cascade defaults).
