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Author SHA1 Message Date
Khalim Conn-Kowlessar
e02e6a76e1 Preserve an existing more-off-peak cert meter under a heating overlay 🟩
A landlord heating override DESCRIBES the dwelling, so its assumed off-peak meter
(Dual/E7) is a coherent default — it must not downgrade a cert that already
lodges a more-off-peak meter (e.g. property 709874's 24-hour all-low tariff). The
overlay opts in via keep_existing_off_peak_meter; _fold_heating then keeps the
cert's meter when both it and the desired meter are off-peak. Heating MEASURES
build HeatingOverlay directly and leave the flag False, so they still re-meter
for real (Elmhurst re-lodges 18-hour -> Dual on a storage install) — the cascade
pins stay green.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-29 20:32:31 +00:00
Khalim Conn-Kowlessar
80d617aa5b modelling: glazing overlay models draught-proofing + frame-factor re-lodge
Fitting sealed glazing units changes two things beyond the pane's U/g
that the cascade reads, which the overlay didn't model — leaving the
double/secondary before→after pins ~0.7 SAP short (xfail):

1. Draught-proofing (RdSAP 10 §8.1). Sealed units draught-proof the panes
   they replace, re-lodging the dwelling-level `percent_draughtproofed`
   (cert 001431: 84 → 100). The §2 cascade reads that dwelling-level
   value, so the overlay now carries it. `_recompute_percent_draughtproofed`
   anchors on the lodged before-% — `after = round((round(before%/100 × N)
   + flips) / N × 100)`, N = openable windows (vertical + roof) + doors,
   flips = upgraded panes that were not draught-proofed — so it's robust
   to incomplete window extraction (unchanged openings are already in the
   aggregate). ~0.3 SAP.

2. Frame factor (§6 solar gains). A replacement unit re-lodges its own
   FF=0.70, overriding the pane it replaced — the two "single glazing,
   known data" panes lodge FF 1.00 / 0.50 (one is 6.6 m²), so leaving them
   unchanged understated solar gains by ~+150 kWh space heating. `WindowOverlay`
   now carries `frame_factor`, written flat onto the window. ~0.4 SAP.

Wiring: `EpcSimulation.percent_draughtproofed` + `WindowOverlay.frame_factor`
new fields; `apply_simulations` / `_fold_window` write them; the glazing
generator computes both from the upgraded set and cert 001431's after.

Un-xfails `test_{double,secondary}_glazing_overlay_reproduces_the_relodged_after`
— both now pin SAP/CO2/PE to the relodged after within tolerance. Updates
the two `test_glazing_recommendation` overlay expectations for the new
`frame_factor`. 96 modelling tests pass; zero new pyright errors.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-24 08:25:08 +00:00
Jun-te Kim
9956df07ff Land an override on the EPC's part at its position when the label is absent 🟩
A Landlord Override's building_part is a positional index (0=main, 1=extension
1…, ADR-0004), but the gov-API EPC can label that slot differently (e.g. lodge
the 2nd part as 'other', not 'extension_1'). The previous fix skipped such
orphaned overrides, silently discarding the landlord's correction. Now the
override falls back onto the EPC's part at that position (via _resolve_part), so
the correction lands; only a position the EPC models no part at is skipped
(no geometry to model a wholly-absent part). Replaces the skip-only behaviour.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-23 17:09:11 +00:00
Jun-te Kim
23ccfb0d0b Skip a landlord override that targets a building part the EPC lacks 🟩
A Landlord Override can reference a building part the lodged or predicted EPC
never carried (e.g. an extension_1 override on a property whose EPC has only
main). apply_simulations indexed parts_by_id[identifier] unguarded, raising
KeyError and aborting the whole property's modelling. Now the orphaned part is
skipped. Recovers 14 of the 22 modelling_e2e failures in portfolio 796.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-23 15:36:37 +00:00
Jun-te Kim
608e96bb09 Remap every window's glazing from a landlord glazing override 🟩
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-19 13:21:42 +00:00
Jun-te Kim
4219ef9d8b Overlay landlord property-type and built-form corrections onto the Effective EPC 🟩
Adds whole-dwelling property_type/built_form to EpcSimulation (folded by
apply_simulations) and maps those override components. property_type drives
party-wall heat loss + ASHP/solar/wall eligibility, so a landlord correction now
moves both the SAP calc and the measure menu; built_form has no calculator
consumer today (feeds the ML transform). Written as the landlord text value
(park-home check is text-only). Refines ADR-0032 dec-4.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-17 18:06:29 +00:00
Khalim Conn-Kowlessar
c11eb46b8a fix(modelling): HHR overlay sets off-peak immersion type so HW Table 13 applies
The HHR-storage HeatingOverlay (ADR-0024) added an off-peak electric
immersion cylinder but never set `immersion_heating_type`, so the overlaid
cert left it None. The calculator then could not resolve `immersion_single`
for the SAP 10.2 Table 13 HW high-rate split and billed hot water 100% at
the off-peak low rate — £127.41 vs the relodged after-cert's £169.39,
overstating the overlay's SAP by +1.26 (CO2/PE matched, isolating it to the
HW cost path).

Add `immersion_heating_type` to HeatingOverlay, route it through
`_fold_heating` (it lives on `sap_heating`), and set it to 1 (single
off-peak immersion) on the HHR overlay to match the relodged reference.
Closes both `test_hhr_storage_overlay_reproduces_the_relodged_after_*`
cascade pins (electric-storage and no-system befores share the after).

Pre-existing failure (present before this branch's recent commits), outside
the handover regression gate. Full modelling suite 220 pass, pyright net-
zero.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-15 06:53:14 +00:00
Khalim Conn-Kowlessar
9b286e4a22 feat(modelling): SecondaryHeatingOverlay clears the lodged secondary (ADR-0028)
The first overlay surface that sets fields to *absent* rather than to a
target state: _fold_secondary_heating clears sap_heating.secondary_heating_type
+ secondary_fuel_type, so the calculator's Table 11 secondary-fraction split
(SAP 10.2 §9a) routes 100% of space heating to the main. On an electric-storage
main RdSAP §A.2.2 re-forces a default secondary, making removal a no-op there —
left to the Optimiser to de-select (ADR-0028 decisions 2-3).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-11 13:13:20 +00:00
Khalim Conn-Kowlessar
2413bc87da feat(modelling): solid-fuel(coal)->gas boiler upgrade + boiler_flue_type end-state
Pin the coal-boiler-with-cylinder upgrade and add the `boiler_flue_type`
end-state field. A solid-fuel (coal) boiler (fuel 11, SAP code 153) on a
mains-gas street converts to a gas condensing boiler (fuel 11->26, code 102) —
the non-gas->gas path for a solid-fuel system, eligible because code 153 is in
the wet-boiler solid-fuel range 151-161 and mains gas is present.

New `boiler_flue_type` HeatingOverlay field, routed to main_heating_details[0]
and set to 2 (room-sealed/balanced) on both boiler shapes: every relodged after
lodges flue type 2, but coal's before lodged none. The field is SAP-inert (the
cascade score is unchanged by it), so it is written purely for end-state
fidelity — the overlay now represents the installed condensing boiler's flue.
Validated via the overlay-equality unit tests.

The coal after predates the user-locked "always add a cylinder thermostat when
absent" rule, so it stale-lodged thermostat 'N'; the pin corrects it to the
rule's end-state 'Y' in-test (the gas with-cylinder after got the same
correction by re-lodging). The cylinder is already 80 mm insulated, so the
jacket is skipped and only the thermostat is added; controls (2106) are
unchanged. Cascade-pinned delta 0 (SAP/CO2/PE).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-10 08:27:07 +00:00
Khalim Conn-Kowlessar
31c74ab500 feat(modelling): gas-boiler-upgrade-with-cylinder option in the heating rec
Add the first boiler-upgrade option to the single "Heating & Hot Water"
Recommendation (ADR-0024 expansion): a dwelling whose existing wet boiler heats
a hot-water cylinder is offered a new gas condensing boiler, with the cylinder
jacketed when under-insulated and given a thermostat when absent. One competing
Option (the Optimiser picks <=1), folded into one composite Plan line.

The end-state is read from the Elmhurst before/after re-lodgements (cert 001431,
gas boiler upgrade - with cylinder), which REVISE ADR-0024:

- Target is always a gas condensing boiler, not fuel-preserving: every after
  lodges fuel 26. Gas->gas always; a non-gas wet boiler ->gas only with a
  mains-gas connection; electric boilers are left alone (electrification is the
  upgrade path). Eligibility = wet-boiler SAP code (Table 4a/4b 101-141 /
  151-161 / 191-196) + not an electric boiler + mains gas present.
- End-state is a Table 4b SAP code, not a PCDB index: code 102 (regular boiler
  + cylinder). The calculator derives the condensing seasonal efficiency from
  the code, so no efficiency input exists or is needed.
- A modern condensing boiler has a fanned flue: the after flips
  `fan_flue_present` False->True on every cert (SAP 10.2 Table 4f flue-fan +
  the Table 4b condensing-efficiency basis). Added as a new HeatingOverlay
  field, routed to main_heating_details[0].
- Cylinder thermostat is always added when absent (user-locked); the jacket is
  the 80 mm `cylinder_insulation_type=2` end-state, applied only when the
  cylinder is below 80 mm (never downgrading a better one). Both are conditional
  per-dwelling components, not a frozen overlay.

Cascade-pinned delta-0 (SAP/CO2/PE) against the relodged after via
`_assert_overlay_reproduces_after`. NB the absolute SAP on this dwelling is
subject to a separate Summary-path mapper roof-fidelity gap (we read the roof
better-insulated than Elmhurst, scoring ~75 vs the printed 56); the gap is
identical on before+after (the boiler measure never touches the roof) so it
cancels and the pin still proves the exact heating field-delta. Tracked on the
calculator branch.

Wires the new `gas_boiler_upgrade` MeasureType through contingencies (0.26),
the offline sample catalogue, the catalogue-coverage list, and the ARA
first-run integration seed (the option fires on any mains-gas boiler+cylinder
dwelling).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-09 16:16:46 +00:00
Khalim Conn-Kowlessar
9dddfa00c8 feat(modelling): SolarOverlay + _fold_solar (sixth overlay surface)
Slice 5 of the Solar PV Recommendation Generator (ADR-0026). Adds the flat
`SolarOverlay` and `_fold_solar`, the sixth Simulation Overlay surface: like
the ventilation/lighting overlays it targets no building part and folds its
fields onto `sap_energy_source` (home of the SAP Appendix M PV inputs) —
photovoltaic_arrays (absolute target, one PhotovoltaicArray per non-north
segment, replacing the dwelling's existing arrays), pv_diverter_present,
pv_connection, is_dwelling_export_capable (set True absolutely), pv_batteries.
Omitted fields leave the baseline unchanged (combi → no diverter); the
baseline is never mutated.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-08 10:10:15 +00:00
Khalim Conn-Kowlessar
a1fc697d93 test(modelling): ASHP before/after cascade pin (001431) at 1e-4
A typical mains-gas combi house re-lodged as an air-source heat pump closes at
1e-4 (gas-boiler 1 example from the technical specialist). Closes one named gap
the pin surfaced: a whole-system replacement to a PCDB-indexed system left the
old Table 4a sap_main_heating_code (104) beside the new heat-pump index, and the
stale code won the calculator's efficiency dispatch (hot water billed at boiler
not HP efficiency, ΔSAP 3.98). _fold_heating now enforces the mutual exclusion
of the two efficiency anchors (setting an index clears the SAP code and vice
versa). Also fixed a pre-existing pyright annotation in the lighting applicator
test. ADR-0024.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-06 17:01:40 +00:00
Khalim Conn-Kowlessar
b3badc9b10 test(modelling): HHRSH before/after cascade pins (001431) at 1e-4
The same absolute-target HHR overlay reproduces the common relodged after from
two different base systems (existing electric storage; "no system present"
electric) — proving the bundle is a true whole-system end-state. Closes one
named gap the pin surfaced: the relodged HHR cylinder lodges
cylinder_thermostat='Y', so HeatingOverlay + _fold_heating + the HHRSH overlay
gain cylinder_thermostat (ΔSAP 0.065 -> <1e-4). ADR-0024.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-05 19:09:23 +00:00
Khalim Conn-Kowlessar
2f6a1e2479 feat(modelling): HeatingOverlay surface + _fold_heating (5-location fold)
The 5th EpcSimulation overlay surface and the deepest applicator fold yet: a
heating bundle is a whole-system replacement, so _fold_heating routes its
absolute-target fields across main_heating_details[0] (fuel/emitter/control +
sap_main_heating_code OR index+category), sap_heating (water_heating_* +
cylinder), the top-level EpcPropertyData (has_hot_water_cylinder), and
sap_energy_source (meter_type, mains_gas). ADR-0024.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-05 18:59:26 +00:00
Khalim Conn-Kowlessar
139c90c885 feat(modelling): whole-dwelling LightingOverlay surface on EpcSimulation
Slice 1 of the lighting generator (ADR-0023): the first whole-dwelling,
top-level overlay surface. LightingOverlay carries the four fixed-lighting
bulb-count fields by their exact EPC names (all Optional, absolute counts) +
EpcSimulation.lighting. The applicator's _fold_lighting writes the non-None
counts directly onto the result EpcPropertyData by name (setattr) — simpler
than ventilation's nested fold since the counts live top-level. Baseline
unmutated; pyright strict clean.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-05 12:21:19 +00:00
Khalim Conn-Kowlessar
275a521071 feat(modelling): per-window overlay surface on EpcSimulation
Slice 1 of the glazing generator (ADR-0022). `WindowOverlay` (all-optional
partial of one SapWindow) + `EpcSimulation.windows` keyed by sap_windows index.
The applicator folds it onto sap_windows[i]: glazing_type flat on the window,
u_value/solar_transmittance routed into its WindowTransmissionDetails (created
if absent) — the applicator's first nested write, because that's where the
calculator reads window heat loss and solar gain. Baseline left unmutated.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-04 22:57:02 +00:00
Khalim Conn-Kowlessar
e79ffabfc5 refactor(modelling): expose cascade_scores for the role-3 + bill cascade
Pull the cumulative-prefix scoring out of `marginal_impacts` into a reusable
`cascade_scores(scorer, baseline, overlays) -> list[Score]` (index 0 the
baseline, one calculator run per prefix) plus a pure `marginals_from_scores`.
Each Score carries its SapResult, so the next slice's telescoping per-measure
bill cascade can re-bill the same prefixes the role-3 attribution already
scores — no extra `calculate` calls (ADR-0014 / ADR-0016). `marginal_impacts`
now delegates; behaviour unchanged.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-03 17:54:54 +00:00
Khalim Conn-Kowlessar
2bbc401f0d feat(modelling): Score carries the scored SapResult for billing
Score gains sap_result: Optional[SapResult], populated by PackageScorer with the
calculator output its headline figures came from. This lets the Modelling stage
price the post-package (and baseline) end-state via Bill Derivation reusing a
SapResult already computed by the optimiser's re-score / the orchestrator's
baseline score — no second calculate (ADR-0014 amendment). The optimiser reads
only sap_continuous, so it stays domain-agnostic and the stub scorers (which omit
sap_result) are unaffected — all optimiser tests pass unchanged.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-03 17:20:45 +00:00
Khalim Conn-Kowlessar
84ec6da032 refactor(modelling): group domain/modelling into generators/scoring/optimisation
domain/modelling/ had grown to 15 flat modules. Group the behavioural ones into
subpackages — generators/ (wall/roof/floor Recommendation Generators), scoring/
(overlay applicator, package scorer, role-1/3 scoring), optimisation/ (optimiser
+ measure dependency) — and leave the shared value-object vocabulary
(recommendation, plan, scenario, product, contingencies, simulation) flat at the
top, since it is imported everywhere. Pure move + import-path rewrite across 89
import sites; no behaviour change. 136 pass, pyright strict clean.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-03 13:48:36 +00:00