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194 commits

Author SHA1 Message Date
Khalim Conn-Kowlessar
f1e190293b Address review: stream workbook to /tmp, repo the scenario-name SQL
Dan's review on #1546:

- Stream the workbook to a /tmp temp file and S3Client.upload_file it, instead
  of render_workbook -> bytes -> put_object. render_workbook now saves straight
  to a path; the orchestrator renders to a temp file, multipart-uploads it, and
  always cleans it up. Restores ADR-0065's "never an in-memory BytesIO" decision
  (the OOM path at the 100k-row cap).

- Move the raw `SELECT ... FROM scenario` out of the Lambda handler into
  ScenarioNamesPostgresRepository, so the handler stays composition-only and all
  SQL lives in repositories/.

- current_sap_points goes through _float, matching its Optional[float] read-model
  type and the sibling numeric facts.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-18 19:51:51 +00:00
Khalim Conn-Kowlessar
35a0c6e972 Source export fabric from structured SAP fields; fix stale-cert selection
The "latest EPC per UPRN" selection ordered by e.id DESC, but row-id does not
track recency: a gov-EPC cert re-ingested after a PasHub survey lands with a
higher e.id, so the header/perf reads silently picked the stale gov cert (wrong
TFA, lodgement, property_type, current band) on 3 of portfolio 838. Order by the
effective lodgement date (registration -> completion -> inspection) DESC NULLS
LAST, e.id DESC tiebreak.

Compose the descriptive fabric from the structured SAP fields a re-survey lodges
(no gov-EPC prose): walls/roof/floor from the main epc_building_part, heating and
hot water from epc_main_heating_detail + the water-heating codes, decoded with
the SAP engine's own code space (fabric_description.py). Structured fabric wins
where present and falls back to the gov-EPC prose otherwise; windows and lighting
stay on prose (their per-element codes do not reconstruct the dwelling phrase).

Add built_form (epc_property, code-decoded) and property_age_band (building part
construction_age_band -> RdSAP date range) columns.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-18 19:38:12 +00:00
Khalim Conn-Kowlessar
a820274d4f ARA export: newest plan per (property, scenario) + uprn-matched Effective-EPC
Two fixes so a multi-scenario export over a PasHub-fetched portfolio is correct:

1. Plan selection: take the NEWEST plan per (property, scenario), not the
   is_default one. is_default is one-per-property (not per-scenario), so it
   cannot scope a multi-scenario export — a property's default sits under a
   single scenario, leaving every other scenario with zero rows. _ROWS_SQL and
   _MEASURES_SQL now DISTINCT ON (property_id) ORDER BY created_at DESC, id DESC.

2. Effective-EPC descriptive block: match the header facts + current performance
   by UPRN (the latest epc_property for the source), because the PasHub re-fetch
   lands records with property_id = NULL — a property_id join silently fell back
   to a stale gov-EPC cert (wrong 2013-2025 lodgement dates / int property_type)
   or nothing. Lodgement date coalesces registration -> completion -> inspection
   (PasHub surveys carry only inspection_date). Descriptive prose elements stay
   on the property_id gov-EPC fallback (a survey lodges structured fields, not
   gov-EPC prose).

Result on portfolio 838 / scenarios 1303+1304: both sheets populate 205 rows;
property_type text on 204/205; lodgement dates 2026 on 200/205. Repository tests
updated (uprn fixtures, newest-plan selection + a newest-wins case); 22 export
tests pass, pyright clean.
2026-07-16 01:26:32 +00:00
Khalim Conn-Kowlessar
183d14f5f4 Resolve Effective-EPC fields by override then lodged then predicted 🟩
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-13 23:40:53 +00:00
Khalim Conn-Kowlessar
6ea3f31d82 Populate export rows with the lodged EPC's descriptive fields 🟩
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-13 23:38:22 +00:00
Khalim Conn-Kowlessar
432898444c Map the default plan's selected measures onto the export row 🟩
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-13 23:30:11 +00:00
Khalim Conn-Kowlessar
1bb1e605e2 Read a scenario's default-plan properties as export rows 🟩
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-13 23:26:51 +00:00
Khalim Conn-Kowlessar
d70c1b65cc Read a scenario's default-plan properties as export rows 🟥
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-13 23:26:17 +00:00
Jun-te Kim
bd3ff8fcdc
Merge pull request #1513 from Hestia-Homes/fix/widen-cohort-search-v2
Widen EPC-prediction cohort search one step when the normal radius is too sparse
2026-07-08 16:17:57 +01:00
Khalim Conn-Kowlessar
91db972d48 Bulk download: readable email, deal-name folders, visible worker logs
First successful live run surfaced three issues:

1. Email looked rubbish (a giant raw presigned URL). Now sends a proper HTML
   email with a 'Download documents' button plus a plain-text fallback, and a
   summary (N documents across M properties, expiry). Email delivery is now
   best-effort: a transport failure no longer loses an already-built package
   (the link is still on sub_task.outputs), and the SMTP connect has a 30s
   timeout so an unreachable SES endpoint fails fast instead of hanging to the
   900s Lambda timeout.

2. Every folder was 'address unavailable (...)': the resolver read property.address,
   but these are HubSpot deals with no property row. It now uses the deal's
   dealname from hubspot_deal_data.

3. No logs / no idea why a run took ~9 minutes: the worker's INFO logs were
   dropped (Lambda root logger defaults to WARNING). The handler now raises the
   level, and the orchestrator logs per-phase timing and volume (gather+plan,
   packaged N files / X MB, upload, email, total) so the slow phase is visible.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-08 15:02:38 +00:00
Jun-te Kim
c9e0180c12 Widen EPC-prediction cohort search one step when the normal radius is too sparse
ADR-0034's nearby-postcode broadening degrades to a genuine
NoSameTypeComparablesError whenever the default 1000m/30-postcode reach has no
same-type comparable nearby (e.g. property_id=752685, portfolio 824 — the only
Maisonette within reach). Adds one configurable extra widening step
(EpcComparablePropertiesRepository.candidates_near now accepts
widen_nearby_postcodes), tried only when the normal-radius walk falls short of
`minimum` matches. modelling_e2e's handler wires this to a 3000m/60-postcode
PostcodesIoClient as the single wider step.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-07-08 14:29:21 +00:00
Khalim Conn-Kowlessar
26857f8df7 Bulk download: match uploaded_files via hubspot_deal_id bridge + add worker observability
A live test returned 'no documents could be packaged' for 91 correctly-resolved
properties. Root cause: no upload source populates uploaded_files.landlord_property_id
(pashub/magic-plan/audit set hubspot_deal_id; ECMK sets hubspot_listing_id), so
matching on landlord_property_id found zero rows.

Match fix: the worker now joins uploaded_files -> hubspot_deal_data (on deal_id) ->
landlord_property_id, taking the property identity from the bridge. The repository
returns a small PropertyDocument read-model instead of the infra ORM row, so the
orchestrator no longer names infrastructure.postgres.* (resolves the leak dancafc
flagged) and the s3_upload_timestamp cast is gone. Coverage is limited to
deal-id-linked sources; listing_id/uprn-only files are a noted follow-up.

Observability: the empty-selection failure now carries stage counts
(selected/matched/planned/skipped) in both the message (-> the worker WARNING log)
and details (-> sub_task.outputs), and the run logs those counts. The next failure
says 'matched 0 documents' instead of failing opaquely.

ADR-0060 + CONTEXT.md updated (matching decision + considered options).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-08 13:58:46 +00:00
Khalim Conn-Kowlessar
0387f4a897 Resolve a property's display address from its landlord_property_id 🟩
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-08 09:45:13 +00:00
Khalim Conn-Kowlessar
456d4dffe7 Resolve a property's display address from its landlord_property_id 🟥
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-08 09:44:36 +00:00
Khalim Conn-Kowlessar
7466b78e54 Send a document-download email to the requesting user over SES SMTP 🟥
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-08 09:25:56 +00:00
Khalim Conn-Kowlessar
135dd9abda Fetch all uploaded files for a set of properties by landlord_property_id 🟩
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-08 09:23:47 +00:00
Khalim Conn-Kowlessar
910f7cc06c Fetch all uploaded files for a set of properties by landlord_property_id 🟥
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-08 09:23:12 +00:00
KhalimCK
bd01f403c9
Merge pull request #1490 from Hestia-Homes/fix/first-plan-is-default
A property's first plan becomes its default whatever the scenario says
2026-07-07 17:59:36 +01:00
Khalim Conn-Kowlessar
8dd125f199 Review nitpicks: pids_with_default naming, empty-batch guard, truthful fake 🟪
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-07 16:44:23 +00:00
Khalim Conn-Kowlessar
5c982beba4 A new default plan demotes the prior default across scenarios 🟩
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-07 16:42:47 +00:00
Khalim Conn-Kowlessar
371240c885 The plan repository reports which properties already have a default plan 🟩
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-07 16:11:32 +00:00
Khalim Conn-Kowlessar
015db4275b The plan repository reports which properties already have a default plan 🟥
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-07 16:08:30 +00:00
Jun-te Kim
dbcdf29bd9 refactor(address2uprn): name the match/decision return types; rename helper
Address PR review (dancafc):
- introduce UprnMatch NamedTuple (datatypes/address_match.py) for the
  (uprn, address, lexiscore, certificate_number) return, replacing the bare
  4-tuple in get_uprn_from_epc_df / get_uprn_from_historic_epc /
  HistoricEpcResolver.resolve_uprn. Tuple-compatible, so unpacking is unchanged.
- rename get_uprn_with_epc_df -> get_uprn_from_epc_df (+ callers).
- type resolve_group_ambiguity via a GroupDecision NamedTuple and trim its
  docstring.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-07 16:00:00 +00:00
Jun-te Kim
4e0134dd27 Merge branch 'feat/address2uprn-certificate-number' into feature/uprn-confirmation-before-finalise
# Conflicts:
#	backend/address2UPRN/main.py
2026-07-07 15:17:47 +00:00
Jun-te Kim
daa1cd7967 feat(address2uprn): withhold ambiguous cross-row UPRN matches (ADR-0057)
Phase 1 of confirming UPRNs before finalise. address2uprn matched each
row independently, so one UPRN could be the best match for two distinct
addresses (a coarse EPC record absorbing several real addresses, e.g.
flats in a block). Those distinct addresses were then silently merged by
the property identity insert, and collided in property_overrides.

resolve_group_ambiguity() withholds a UPRN claimed by >=2 distinct
normalised addresses within a postcode group (keeps genuine same-address
re-listings), and the handler now emits an address2uprn_status column
(matched | ambiguous_duplicate | unmatched | invalid_postcode | error).
Withheld rows drop to a null UPRN but keep their lexiscore for triage on
the (upcoming) confirmation page.

Also adds the ADR-0057 backstop dedup in property_overrides upsert_all so
the ON CONFLICT statement can never double-touch a row.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-07 15:15:59 +00:00
Jun-te Kim
7abc71ed95 Drop property-table wiring for certificate_number
On reflection the certificate number only needs to travel through the
address2uprn pipeline (result CSV, S3 output) as an internal value —
not persisted to property. Reverts the PropertyIdentityInsert /
property_table.py / property_postgres_repository.py changes; keeps
certificate_number flowing through get_epc_data_with_postcode,
get_uprn_with_epc_df, get_uprn_from_historic_epc, and the
address2uprn_certificate_number result column.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-07-07 14:16:55 +00:00
Jun-te Kim
3718743801 Carry the EPC certificate number through address2uprn to property
EpcClientService.search_by_postcode already returns the matched
certificate number alongside the UPRN, but it was dropped before
persistence. Thread it through get_epc_data_with_postcode ->
get_uprn_with_epc_df / get_uprn_from_historic_epc (using the historic
dataset's lmk_key) -> the address2uprn_certificate_number result
column -> PropertyIdentityInsert -> the property table's new
certificate_number column (assessment-model PR #362).

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-07-07 13:26:49 +00:00
Daniel Roth
7ad0dc0595 Merge branch 'main' into feature/abri-api-integration 2026-07-07 12:46:17 +00:00
Daniel Roth
a3985389ab The deal row names the job number client_booking_reference, matching HubSpot and the schema 🟪
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-07 12:43:40 +00:00
Daniel Roth
3e11dc54e5 The deal database gateway reads back a deal's recorded job_no 🟩
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-07 09:55:24 +00:00
Daniel Roth
28c7e44c95 The deal database gateway records a deal's OpenHousing job_no 🟩
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-07 09:54:16 +00:00
Daniel Roth
d33c171494 The deal database gateway records a deal's OpenHousing job_no 🟥
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-07 09:53:42 +00:00
Khalim Conn-Kowlessar
f32b0d8405 An expired-source EPC occupies the predicted slot without stranding rows 🟩
EpcSource widens to "expired" (ADR-0054; the column is TEXT — no
migration). "predicted"/"expired" form one slot family: _slot_sources
routes every slot read and slot-clearing delete through the family, so a
re-ingestion flipping the flavour replaces the row instead of stranding
its sibling. FakeEpcRepo mirrors the family.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-06 08:33:16 +00:00
Khalim Conn-Kowlessar
f9f80f7184 Resolve a UPRN to its historic EPC record by exact match 🟩
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-06 08:17:54 +00:00
Khalim Conn-Kowlessar
4bbcdb6a61 Resolve a UPRN to its historic EPC record by exact match 🟥
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-06 08:17:07 +00:00
Khalim Conn-Kowlessar
cbffae07b8 Annotate locals assigned from cross-module calls in the historic-EPC stack 🟪
Review ask (dancafc): resolver/repository locals now carry explicit types
(matches: list[ScoredHistoricEpc], records: list[HistoricEpc], df:
pd.DataFrame, ...) so the flow reads without chasing callee signatures.
CLAUDE.md's Type Safety section gains the rule so future sessions enforce it.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-04 14:59:13 +00:00
Khalim Conn-Kowlessar
246834fac0 Map shard rows to HistoricEpc field-by-field so every column is pyright-checked 🟩
The row→domain mapper now names all 93 constructor arguments explicitly
instead of splatting a lowercased dict, takes a plain Mapping (a
DataFrame.to_dict("records") row) instead of a pandas Series, and ignores
columns the domain type doesn't know. A missing/renamed CSV column fails
loudly as a KeyError at the row. Both iterrows() call sites move to
to_dict("records") — pandas-stubs types iterrows' Series unparameterized,
which strict mode rejects. pandas-stubs + boto3-stubs[s3] make the stack
check clean: pyright strict is now 0 errors across the PR's files.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-04 14:58:09 +00:00
Khalim Conn-Kowlessar
ab245de68d Merge remote-tracking branch 'origin/main' into feature/historic-epc-repository 2026-07-04 11:19:59 +00:00
Daniel Roth
3b4415e773 Rename DB column energy_mains_gas → energy_gas_connection_available
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-07-01 11:22:29 +00:00
Daniel Roth
a174301136 rename mains_gas to gas_connection_available 2026-07-01 10:50:58 +00:00
Khalim Conn-Kowlessar
dbcd2e3840 Run the fuel-mismatch check on every Property's resolved overrides 🟩
Wire flag_fuel_mismatch into the two override-resolution paths (the property
repository and the modelling-e2e handler), keeping overlays_from a pure mapping.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-30 17:21:32 +00:00
Khalim Conn-Kowlessar
13a6a213fb Treat a same-family fuel refinement as consistent, not a mismatch 🟩
Compare fuel families (not exact codes), so a solid-fuel room heater refined to
smokeless/dual/biomass is consistent; only a different family (gas/electric on a
solid heater) is logged.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-30 17:18:51 +00:00
Khalim Conn-Kowlessar
79fe54a822 Log a landlord fuel that contradicts the heating archetype's natural fuel 🟩
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-30 17:16:14 +00:00
Khalim Conn-Kowlessar
6276730cfe A main_fuel override beats a heating archetype's natural-fuel default 🟩
overlays_from now applies main_fuel after main_heating_system (stable sort), so
an explicit landlord fuel wins the natural-fuel default the heating archetype
drags, regardless of override row order. apply_simulations is last-wins.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-30 17:06:56 +00:00
Jun-te Kim
7aea692521 historic EPC: read via infrastructure/s3, not the utils.s3 utility
HistoricEpcS3Repository reached into utils/s3.py (read_csv_gz_from_s3 +
parse_s3_uri), the legacy utility that self-constructs boto3 inside free
functions. The other S3 repositories deliberately depend on the
infrastructure/s3 layer instead (UnstandardisedAddressListCsvS3Repository
injects a CsvS3Client). Bring historic EPC into line.

- Add GzipCsvS3Client(S3Client) in infrastructure/s3: read_csv_gz(key) ->
  DataFrame (get_object + gzip decode).
- Inject it into HistoricEpcS3Repository; the bucket lives in the client and
  the repo only builds the per-postcode key + maps rows (no S3/HTTP code).
  Add with_default_s3_client(s3_root) for composition roots.
- Update main.py and the match_addresses_for_postcode seam to the factory.
- Repo tests inject a real GzipCsvS3Client over a controlled boto stub
  (exact key assertions + AccessDenied); add a moto-based client test and a
  factory test covering s3_root -> bucket+key.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01MQE5TsSuQTeNSCSz9A9GQf
2026-06-30 09:19:57 +00:00
Jun-te Kim
1ebced2c42 Merge remote-tracking branch 'origin/main' into feature/historic-epc-repository 2026-06-29 15:52:05 +00:00
Jun-te Kim
0536f70162 Take a Postcode value object at the historic EPC repository boundary 🟩
The port accepts a normalised Postcode and rejects malformed/empty ones via
Postcode.is_valid() (PostcodeNotFound) — dropping the per-lookup postcodes.io
HTTP call and the cross-module use of the private _sanitise_postcode. Mapper
helper promoted to public.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-29 15:24:18 +00:00
Daniel Roth
4764bc7c15 Batch plan saves reduce RDS CPU during bulk modelling runs 🟪
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-29 15:08:47 +00:00
Daniel Roth
46ca714ef9 Batch plan saves reduce RDS CPU during bulk modelling runs 🟩
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-29 15:06:47 +00:00
Daniel Roth
9c6b477025 Batch plan saves reduce RDS CPU during bulk modelling runs 🟥
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-29 15:04:54 +00:00