Commit graph

64 commits

Author SHA1 Message Date
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
KhalimCK
5bd580f432
Merge pull request #1504 from Hestia-Homes/fix/bulk-download-select-by-landlord-property-id
Bulk download: hand-pick selection by landlord_property_id, not property.id
2026-07-08 13:49:26 +01:00
Khalim Conn-Kowlessar
3c9b75cbce Hand-pick selection by landlord_property_id, not property.id
uploaded_files has no property_id — matching is on landlord_property_id — so the
property_ids path was pointless indirection (look property.id up in property just
to translate back to landlord_property_id). The FE holds landlord_property_id per
row anyway.

task.inputs hand-pick key is now landlord_property_ids: str[] (was property_ids:
int[]). resolve_selection unions two landlord_property_id sources — project_codes
expanded via hubspot_deal_data, and the hand-picked ids taken as given — and no
longer queries the property table at all. Trigger-only change; the domain plan,
orchestrator and matching already work in landlord_property_id.

ADR-0060, CONTEXT.md and the request schema updated to match.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-08 12:04:35 +00:00
KhalimCK
22db9c43f3
Merge pull request #1497 from Hestia-Homes/feature/small-roof-solar-min-array
Sub-Ladder PV Configurations: small roofs get the array their caps allow (ADR-0058)
2026-07-08 12:50:41 +01:00
Khalim Conn-Kowlessar
90fe2914e0 Select documents by HubSpot project_code(s), unioned with hand-picked property_ids
The 'all properties' selection resolved against property.portfolio_id, but a
portfolio spans multiple HubSpot projects — so 'all' pulled the whole portfolio,
not the project the user was looking at. The project↔property grain lives on
hubspot_deal_data, not property.

task.inputs is now {project_codes?: str[], property_ids?: int[], portfolio_id?}:
the route resolves the distinct landlord_property_id set as the union of every
property in the named project_codes (from hubspot_deal_data) and the hand-picked
property_ids; portfolio_id is optional and only names the package. Drops the
portfolio-scoped select_all. Cap now applies to the resolved set size.

ADR-0060, CONTEXT.md and the request schema updated to match. New router tests
cover project-code resolution, the union+dedup, null landlord_property_id drop,
and the empty-project rejection.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-08 11:42:17 +00:00
Khalim Conn-Kowlessar
6db6bbd98f ADR-0060: dedicated exports bucket + multi-GB streaming (drop DATA_BUCKET lifecycle) 🟪
Per review: packages go to a separate DOCUMENT_EXPORTS_BUCKET (not DATA_BUCKET),
no 7-day lifecycle imposed on the shared data bucket; packages can be several GB
so they stream via /tmp + multipart upload with raised ephemeral storage.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-08 09:52:43 +00:00
Khalim Conn-Kowlessar
6d001d650e ADR-0059/0060: Bulk Document Download design — SES-SMTP email sender + capped best-effort Download Package 🟪
Grilled 2026-07-08. Locks: app-owned-task + attach-mode lane (ADR-0055);
FastAPI route resolves the requesting user (dbId -> UserModel.email) and pins
it + the resolved property_id set into tasks.inputs; one capped Download
Package = one sub_task; landlord_property_id matching (property_id a future
gap); address-named folders (hubspot-enriched), latest per Document Type,
null-type skipped+reported; best-effort (fail only on infra / wholly-empty);
URL to sub_task.outputs + email; DATA_BUCKET/bulk-downloads/ ~7-day lifecycle.
Backend-sent email via a repositories/email port + infrastructure/email SES-SMTP
adapter. Glossary: Bulk Document Download, Download Package, Document Type.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-08 08:54:43 +00:00
Khalim Conn-Kowlessar
3ef432c8b2 ADR-0058: Sub-Ladder PV Configurations give small roofs the array their caps allow 🟪
Grilled decisions (issue #1496): 2-panel floor, every rung 2..floor(cap),
pro-rata per-segment yield (conservative), fill-by-generation, same cap
regime as today (no new roof gate), symmetric battery pairing. Glossary
gains "Sub-Ladder Configuration" ("trimmed"/"synthesized" deliberately
avoided — both collide with existing vocabulary).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-07 21:57:53 +00:00
KhalimCK
9ff4de0563
Merge pull request #1481 from Hestia-Homes/feature/modelling-trigger-run
Modelling Run Distributor: POST /v1/modelling/trigger-run
2026-07-07 14:36:45 +01:00
Khalim Conn-Kowlessar
71a86f87fc ADR-0055 + ADR-0056: Modelling Run distributor decisions and glossary
The distributor pre-creates batch sub_tasks under the app-owned task and
sub_task status is a record, not retry fuel; filter resolution is a shared
contract with the app's preview. Scenario immutability replaces the
Scenario Snapshot fiction; Modelling Run, Distributor and First Run terms
pinned in CONTEXT.md.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-07 11:03:28 +00:00
Khalim Conn-Kowlessar
006c1317ac ADR-0054 amendment: band widths set by the 439-pair harness evidence
Age band equality -> ±1-band neighbourhood; TFA ±5% -> ±20%; whitelist
core validated (fuel 95% / type 91% / wall 79% stable); roof-insulation
collateral flagged for follow-up. CONTEXT.md term updated to match.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-06 11:09:15 +00:00
Khalim Conn-Kowlessar
2788849e16 ADR-0054 + glossary: expired historic EPC conditions prediction with stable attributes
Settled in a grilling session with Khalim: the pre-2012 backup feeds EPC
Prediction landlord-override-style (stable attrs as relax-ladder filters,
TFA as a ±5% band, exact-UPRN lookup, source="expired"), never trusted as
current state; scoped to the historic source; validated by a pairs harness.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-06 08:15:43 +00:00
Khalim Conn-Kowlessar
e110dd0746 Record ADR-0050 (underfloor override companions) and ADR-0051 (wall U-value gate) 🟪
WS2 of PRD #1435, diagnosed on property 711795: an electric-underfloor
override inherits the replaced community-heating category (no pathway,
baseline mis-rated 51 vs 67), and wall generators offer £4k insulation
that cannot change an age-band-L wall's derived U (0.280 → 0.280).
Glossary: Wall U-Value Gate.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-03 11:35:05 +00:00
Khalim Conn-Kowlessar
244c5b65ed Document heating-companion coherence: category/control forced, fuel/meter deferred (ADR-0048)
ADR-0048 records why a system-replacing heating override must emit a
complete companion set — category and control archetype-forced for
coherence, fuel and meter deferred where multiple values are valid, and
an unmapped companion logged rather than silently inherited. Adds the
Heating Companion Set glossary term to CONTEXT.md.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-03 09:21:47 +00:00
Khalim Conn-Kowlessar
9e1a194b27 Record ADR-0047 roof sentinel eligibility + lodgement-sentinel glossary entry
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-02 10:55:57 +00:00
Daniel Roth
0c701ba3de
Merge pull request #1373 from Hestia-Homes/fix/1361-class-b-predicted-null-lodged
Drop the phantom Lodged Performance on predicted Properties (#1361 Class B)
2026-07-01 08:35:58 +01:00
Khalim Conn-Kowlessar
7ecb7eebd1 Record that a predicted Property has no Lodged Performance
Amends ADR-0004's both-halves-always-populated invariant: EPC Prediction
borrows a neighbour's recorded figures, so a predicted Property has no Lodged
Performance — its lodged half is absent (NULL), only the Effective half is
persisted. Sharpens the CONTEXT.md glossary for Lodged / Baseline Performance.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-30 22:07:27 +00:00
Khalim Conn-Kowlessar
72e1e67c6d docs: ADR-0041 — landlord-heating classification targets a complete taxonomy
grill-with-docs output for PRD #1361 Class A. The band-G baselines are not a
fabric/rebaseline bug (walls are correct — landlord asserted as-built); they are
a target-vocabulary gap in the landlord-description heating classifier. The LLM
maps unbounded free-text onto a closed internal taxonomy, but that taxonomy had
9 archetypes vs ~13 RdSAP families, so it overflowed into "Gas CPSU"/storage
(the "convector" collision sent direct-acting room heaters to off-peak storage
403 → SAP ~10).

- ADR-0041: fix the taxonomy not the mapper; unmapped input -> None (keep lodged
  EPC, surface to user), never a forced archetype; heat pumps modellable via a
  default Table 4a code (no PCDB id); community heating via codes 301/302/304
  with a documented DLF-1.50 / boiler-source default.
- CONTEXT.md: sharpen Landlord-Description Classification and the four distinct
  vocabularies (landlord / recognised-internal / lodged / SAP code).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-30 14:33:54 +00:00
Khalim Conn-Kowlessar
79b86a38c1 docs: ADR-0039 (override-aware rebaseline) + ADR-0040 (nested persistence) 🟪
Record the two load-bearing decisions and correct the CONTEXT.md
'Calculated SAP10 Performance' entry: the lodged figure is kept at >=10.2
only for a pristine lodged cert; overrides/prediction adopt the calculator.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-26 19:25:54 +00:00
Khalim Conn-Kowlessar
58f6b868a7 docs: ADR-0038 + glossary — bound Solar PV array to the dwelling's own roof
ADR-0026 sized PV at 0.70 x Google maxArrayPanelsCount, assuming Google's roof
is the dwelling's. Medium-imagery footprint conflation (semi-detached/terraced)
returns the whole building's roof -> oversized arrays (property 742003: 55m2
bungalow -> ~16 kWp -> effective E/49.7 -> A/92.4 on solar alone). ADR-0038
bounds the array to the dwelling's own usable roof (roof_area-based budget,
proximity segment selection anchored on the dwelling), subsuming the legacy
GoogleSolarApi guards the rewrite dropped. CONTEXT: add Footprint Conflation +
Dwelling-Roof Cap, extend Solar Potential (per-segment centre + area).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-26 12:08:11 +00:00
Khalim Conn-Kowlessar
2d18e9a3b0 docs: ADR-0037 + Full-SAP Assessment term for the baseline-downgrade family
Captures the grill-with-docs decisions for the full-SAP-17.1 mapper completion:
rebaseline-to-10.2 (restores Rebaselining trigger (a)), calc-affecting fields
coupled with the sap_version flip, and growing Elmhurst-anchored validation.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-25 20:24:34 +00:00
Khalim Conn-Kowlessar
eab979e686 Document off-peak as a whole-meter tariff billed day/night (ADR-0014 amendment + glossary)
Resolves the ADR-0014 off-peak deferral: off-peak is a property of the
meter (every electric end use splits day/night by its own High-Rate
Fraction, a calculator output), not a per-end-use fuel. Adds the
Off-Peak Meter and High-Rate Fraction glossary terms.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-24 16:54:41 +00:00
Khalim Conn-Kowlessar
1a059c75bb Document non-separated conservatory handling (terms, ADR, migration) 🟩
CONTEXT.md gains Non-Separated / Separated Conservatory glossary terms; ADR-0036
records the mapper-owned §6.1 split + 1:1 persistence + round-trip contract; the
migration note lists the five new epc_property columns for the FE schema repo.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-24 13:56:05 +00:00
Khalim Conn-Kowlessar
db3bf00602 fix(synthesis): Coherent Heating System — synthesisers own the whole boundary
A dwelling's heating is one conceptual system, but its fields are scattered
across EpcPropertyData (a gov-API schema mirror): the cluster on sap_heating, the
electricity tariff on sap_energy_source.meter_type, hot-water flags loose at top
level. Three places synthesise a heating system — Measure Options, Landlord
Overrides, EPC Prediction's donor — and each hand-copied a different ad-hoc
subset. The override and donor both dropped meter_type, so an electric-storage
system landed on the template's single-rate meter and billed overnight heat at
the peak rate: property 713406 scored SAP 13 (G) vs ~50 (E), inflating the HHRSH
measure to +45.8 and overshooting the plan to band A.

Establish a single Coherent Heating System boundary (CONTEXT.md) that every
synthesiser must cover, with a source-appropriate fill policy (ADR-0035):

- Override overlay *completes* the partial system the landlord named. Companion
  fields are now DERIVED from the SAP code, not hand-attached per archetype: the
  off-peak meter from the calculator's single off-peak classification (new
  OFF_PEAK_IMPLYING_HEATING_CODES = SAP §12 Rules 1-2), and an unobserved storage
  charge control defaults to the conservative manual control (Table 4e 2401). So
  adding a heating archetype is just adding its code — companions can't be
  forgotten. A contract test guards it (every off-peak code drags a Dual meter).
- Prediction's heating donor now *carries* the donor's meter_type alongside its
  sap_heating cluster — the donor is already coherent.

Coherence is a synthesis-time obligation only; the calculator still scores a real
lodged cert exactly as lodged.

Verified on 713406: baseline 13 -> 47.8 (E), matching its recorded rating; the
phantom HHRSH recommendation is gone and the plan no longer overshoots to A.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-24 10:46:11 +00:00
Jun-te Kim
928fbbc33a Merge remote-tracking branch 'origin/main' into feature/hyde_make_it_more_accurate_with_tests
# Conflicts:
#	applications/sharepoint_renamer/handler.py
#	domain/sap10_calculator/worksheet/heat_transmission.py
2026-06-16 15:23:52 +00:00
Khalim Conn-Kowlessar
d1227fd0c6 docs(epc-prediction): ADR-0031 production wiring + CONTEXT gating rule
Resolve the slice-5 design tree (grill-with-docs): estimation runs in Ingestion
(refines ADR-0029 dec-3; drops the #1227 "shift to Modelling" — no surviving
rationale, and stages communicate only via persisted state); predicted EPC is
persisted in a DISTINCT slot (EPC table + source discriminator) so lodged +
predicted coexist (enables EPC Anomaly Flags); provenance is structural (the
slot), not a field on EpcPropertyData; effective_epc/source_path gain a
"predicted" branch; slice-5 is gap-fill only; property_type is a REQUIRED input
(hard cohort filter) from Landlord Overrides, and Properties with unknown type
are gated out (no national defaults). OS postcode_search as a broader type
source is a noted follow-on. CONTEXT EPC Prediction entry gains the gating rule.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-16 03:23:12 +00:00
Jun-te Kim
cb4d080da2 Map full-SAP heating systems onto the domain SapHeating model 🟩
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-15 14:18:01 +00:00
Khalim Conn-Kowlessar
35a7c07812 docs(adr): ADR-0030 — SAP-version-aware, component-first EPC Prediction validation
Records the grilling-session decisions amending ADR-0029's validation:
- Source cohort keeps all cert vintages (components are agnostic of the SAP
  methodology that rated them); only the held-out validation TARGET is
  restricted to SAP 10.2. Amends ADR-0029 decision 5 ("pre-SAP10 dropped").
- Component Accuracy (predicted vs API actual components) is the primary,
  calculator-independent signal. calc(predicted) vs calc(actual) rejected
  (circular ground truth, hides calculator error); neighbour-mean-lodged-SAP
  baseline rejected (mixes SAP versions). calc(predicted) vs API-lodged
  SAP/carbon/PE kept as a secondary, calculator-floored guard.
- Two tiers: committed anonymized fixture (ratcheting CI gate) + bulk-export
  national battle-test on harness/epc_bulk.py + harness/cohort.py, emitting
  accuracy + a failure taxonomy, re-baselining the gate floors.

CONTEXT.md: Comparable Properties corrected to all-vintage source; new
Component Accuracy term. ADR-0029 Validation section marked superseded.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-14 08:47:58 +00:00
Khalim Conn-Kowlessar
008a1b2783 docs(adr): EPC Prediction from Comparable Properties (ADR-0029)
Grill-with-docs outcome: deterministic neighbour synthesis (NOT ML) of an
EPC-less Property's EpcPropertyData picture, scored via Sap10Calculator.
Six decisions — predict-components-not-SAP; deterministic k-NN; fetch-phase
fallback behind a pure EpcPrediction service + ComparableProperties port;
hybrid synthesis (cohort-mode categoricals + coherent template structure +
overrides); filter-then-relax cohort weighted geo x recency x similarity;
dual-use gap-fill + anomaly flags. Frozen postcode-clustered corpus backs
leave-one-out validation. CONTEXT.md: new EPC Prediction term, Comparable
Properties refined, ML framing corrected.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-13 23:36:19 +00:00
Jun-te Kim
a6123d762c Merge branch 'main' of https://github.com/Hestia-Homes/Model into feature/junte+khalim 2026-06-12 13:45:30 +00:00
Jun-te Kim
ff4a2e4242
Merge pull request #1198 from Hestia-Homes/feature/bill-derivation
Feature/bill derivation
2026-06-12 14:44:30 +01:00
Jun-te Kim
77c5f7da49 Merge branch 'feature/bill-derivation' of https://github.com/Hestia-Homes/Model into feature/junte+khalim 2026-06-12 12:52:40 +00:00
Khalim Conn-Kowlessar
f9a89a8e11 docs(adr): secondary heating removal — ADR-0028 + CONTEXT term
Records the four load-bearing design decisions from the grill-with-docs session:
standalone co-selectable rec; eligibility = lodged-only (no effectiveness gate,
electric-storage §A.2.2 no-op is the Optimiser's call); dedicated clearing
SecondaryHeatingOverlay; flat per-dwelling cost (a lodged secondary is fixed per
RdSAP, so a real decommission job, not room-scaled).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-11 15:32:14 +00:00
Khalim Conn-Kowlessar
ae7e6a0c42 feat(modelling): composite per-dwelling boiler + tune-up costing (ADR-0027)
Replace the flat placeholder scalars (boiler £3000; tune-up £500/£900) with a
per-dwelling composite cost, mirroring the ASHP architecture (ADR-0025): a
`HeatingRates` table (data, `heating_rates.json`), typed `BoilerCostInputs` /
`TuneUpCostInputs`, pure `Products.boiler_bundle_cost` / `tune_up_cost`, and
modelling-layer interpreters that read the dwelling into those inputs.

The cost mirrors the Simulation Overlay component-for-component, sharing the
controls + cylinder pricing across both options:

- tune-up (standard) = standard controls + cylinder fixes
- tune-up (zone)     = zone controls + cylinder fixes
- boiler upgrade     = £3200 all-in + standard controls (only when the upgrade
  fired a controls change) + cylinder fixes

Standard controls are priced INCREMENTALLY — only the parts missing to reach
SAP 2106 (programmer £120 / room thermostat £150 / TRV £35×radiators), read
from a Table 4e Group-1 feature map so a dwelling that already has a room
thermostat + TRVs is only charged the programmer. Zone controls are a full
smart kit (hub £205 + smart TRV £50×radiators) — the smart TRV is itself the
room sensor, so there is no separate per-room sensor line. Cylinder fixes:
jacket £50 (when under-insulated) + thermostat £150 (when absent). The boiler
is a like-for-like wet swap (no radiators/flue/pipework — eligibility already
requires an existing wet boiler), so those dead-code extras are not modelled.

Figures are research-validated 2025/26 UK installed costs (legacy Costs.py
lineage); fully-loaded totals with one contingency on top (Model B, not the
legacy VAT/preliminaries engine). Contingency: boiler 0.26; tune-ups 0.10
(was a 0.15 placeholder). ADR-0027 records the design; CONTEXT.md's Heating
Eligibility entry updated to cover the partial boiler/tune-up family + composed
cost. Products cost pins (delta<=1e-9) + interpreter tests + generator
composite-cost assertions.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-10 19:41:06 +00:00
Jun-te Kim
5589a66e7c Document RdSAP 20.0.0 Reduced-Field Synthesis (CONTEXT.md term + ADR-0027)
Sharpen the glossary to decouple deterministic old-schema re-mapping from
neighbour-prediction gap-fill (a separate, unimplemented ML path), and add
the Reduced-Field Synthesis term. ADR-0027 records the pre-SAP10 20.0.0
mapper's best-attempt synthesis (corpus-fit glazing 0.148xTFAxband, 4-way
orientation) and its trade-offs. Grill resume doc captures every resolved branch.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-10 14:14:18 +00:00
Daniel Roth
41b282042f UploadedFile, FileTypeEnum, FileSourceEnum importable from infrastructure.postgres.uploaded_file_table 🟥
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-09 11:42:53 +00:00
Khalim Conn-Kowlessar
222704cbc2 docs(modelling): ADR-0026 solar PV eligibility, sizing, overlay, costing
Designed via grill-with-docs. API-first (Google Solar -> typed SolarPotential):
one Solar PV Recommendation, up to 5 conservatively-sized configs x battery
on/off; new PV overlay surface (per-roof-segment arrays, diverter conditional on
cylinder, export-capable ensured); overshading generation-calibrated from the
API's expected generation; eligibility offers conservation areas (only listed/
heritage block); composite costing from EA rates (contingency 0.15). CONTEXT
gains Solar Potential, Solar PV Recommendation, Solar PV Eligibility.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-08 09:44:02 +00:00
Khalim Conn-Kowlessar
b089bde1e6 docs(modelling): add Products term to CONTEXT (ADR-0025)
The rich catalogue collection over Product carrying cost-composition behaviour;
records the catalogue-math vs dwelling-interpretation split.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-06 21:33:09 +00:00
Khalim Conn-Kowlessar
a61b6f90c9 docs: heating & hot-water eligibility, bundles, overlay (ADR-0024 + CONTEXT)
Designs the heating Recommendation Generator via /grill-with-docs. Load-bearing
decisions: HW + controls + fuel + meter fold into each competing whole-system
bundle (the legacy heating-vs-HW split double-counted); each bundle is a fixed,
real, contractor-installable end-state (ASHP via PCDB index, HHR storage via
sap_main_heating_code=409), Product stays cost-only; eligibility encodes only
physical/planning installability since the Optimiser owns the economics (the
legacy ASHP built-form / 120 m² rule is dropped — research found no
authoritative basis); the Simulation Overlay is the deepest surface yet,
spanning main_heating_details[0] + sap_heating + top-level EpcPropertyData +
sap_energy_source. Build order HHRSH -> ASHP -> boiler (deferred).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-05 18:51:33 +00:00
Khalim Conn-Kowlessar
b460f81233 docs: lighting eligibility, overlay + pricing design (ADR-0023 + CONTEXT)
Resolved in a grill-with-docs pass. recommend_lighting converts ALL non-LED
bulbs (incandescent + CFL + low-energy-unknown) to LED — all the way to LED, not
the legacy "fill to low energy", because SAP §12-1 rates LED efficacy (100)
above LEL (80) / CFL (55). A free Optimiser candidate (it improves SAP), unlike
ventilation's forced dependency. Its overlay is the first whole-dwelling,
top-level surface: a LightingOverlay carrying the four bulb-count fields by
their exact EPC names, folded directly onto EpcPropertyData (led=total, others
0). Priced per-bulb x non-LED count, contingency 0.26, measure_type
low_energy_lighting (MEASURE_MAP-aligned; "LED" in the description). Validation:
real before/after cascade pins (zero-existing-LEDs + some-existing-LEDs) at 1e-4,
clean (no fabric coupling). Ground-truth confirmed: 20 incandescent -> 20 LED
drops lighting (232) 783.7 -> 232.7 kWh/yr.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-05 12:02:40 +00:00
Khalim Conn-Kowlessar
0846b61304 docs: glazing eligibility, overlay + pricing design (ADR-0022 + CONTEXT)
Grill-with-docs outcome for the glazing generator. Single planning-picked
Measure (double when unrestricted, secondary for conservation/listed/heritage),
upgrading all single-glazed windows together. The overlay writes lodged U-value
+ solar-g directly into WindowTransmissionDetails (our calculator consumes those
as inputs — it does NOT derive them from glazing_type, unlike Elmhurst) plus
glazing_type for the §5 daylight factor; EpcSimulation gains a per-window
`windows` surface. Priced flat average-per-window × single-glazed count.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-04 22:44:13 +00:00
Khalim Conn-Kowlessar
0c7ce634db docs: roof-insulation eligibility design (ADR-0021 + CONTEXT)
Grill-with-docs outcome for the roof-insulation generator. One dispatching
recommend_roof_insulation, one Measure per roof by type (loft 300mm incl.
thatch / sloping-ceiling 100mm / flat-roof 200mm; no-access → none),
MAIN-only, room-in-roof deferred. Detection keys on the roof_construction_type
string (populated on both paths; the calculator already dispatches on it) with
sloping→flat→no-access→loft ordering; the roof_construction-int cross-mapper
parity is the follow-up Hestia-Homes/Model#1178. Thatch is not excluded — it
takes loft insulation.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-04 20:53:21 +00:00
Khalim Conn-Kowlessar
da69dc27fd docs(modelling): wall-insulation eligibility + conservation-status ADRs
Captures the grill-with-docs session for solid-wall insulation: CONTEXT.md
gains EWI/IWI Measure Types + the Wall Insulation Eligibility rule (+ a
flagged-ambiguity that the three planning flags stay distinct, never recollapsed
to legacy restricted_measures). ADR-0019 records the eligibility policy (cavity
-> cavity only; brick/system -> IWI+EWI; timber -> IWI only; cob/stone -> none;
conservation/flat block EWI, listed/heritage block both). ADR-0020 records
conservation/listed/heritage as three distinct Property attributes sourced by
extending the geospatial S3 repo (flags co-located with lat/long).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-04 15:11:40 +00:00
Khalim Conn-Kowlessar
26d7fc036e docs(modelling): record Valuation Uplift design (ADR-0018 + glossary)
From the grill-with-docs pass on the depth+scale phase. Splits the
overloaded "valuation" into two glossary terms — Property Valuation
(current market value, a Baseline attribute, mostly missing) and
Valuation Uplift (plan-conditional, percentage-primary; absolute £ only
when a Property Valuation exists, 2x ROI cap on the £ form). ADR-0018
records the percentage-primary decision and why (the EPC scale corpus
has no market values, so a value-primary model produces nothing), plus
the deferred sourcing / per-measure / rental-yield items.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-04 07:52:33 +00:00
Khalim Conn-Kowlessar
ced6287baa refactor(billing): relocate Bill Derivation to domain/billing/ (cross-stage)
Bill / EnergyBreakdown / BillDerivation / sap_fuel were under
domain/property_baseline/ only because Baseline was built first. The Modelling
stage now needs them too, so move them (and their tests) to a neutral
domain/billing/ — Fuel/FuelRates already live in the shared domain/fuel_rates/.
Avoids a modelling -> property_baseline cross-stage import and a package name
that wrongly implies ownership (ADR-0011, ADR-0014 amendment). Pure git mv +
import rewrite across 10 files; 40 billing/baseline/repo tests pass, pyright
strict clean. CONTEXT.md Bill Derivation location updated.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-03 17:19:23 +00:00
Khalim Conn-Kowlessar
5620f49f18 docs(modelling): ADR-0016 amendment — optimiser objective is least-cost-to-target
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>
2026-06-03 15:26:02 +00:00
Khalim Conn-Kowlessar
772cdd4f5a docs(modelling): #1157 Plan-persistence design review
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>
2026-06-03 11:12:54 +00:00
Khalim Conn-Kowlessar
b2c8980dd2 feat(modelling): ProductRepository + Postgres materials-table source
Product(measure_type, unit_cost_per_m2, contingency_rate). ProductRepository
is the DDD port abstracting the catalogue source; ProductPostgresRepository
reads the externally-owned material table (defensive SQLModel view
MaterialRow) and maps an active row to a Product — total_cost becomes the
fully-loaded unit_cost_per_m2 — joining the per-measure-type contingency
(contingencies.py, mirrors Costs.CONTINGENCIES; cavity 0.10). Strict-raise
on missing/inactive row. A JSON-backed impl will follow behind the same
port for ETL-gap costs.

Two DB tests against an ephemeral Postgres (map active row; raise on
inactive-only). Toward #1155 cost (4b). Also generalises the CONTEXT
Simulation Overlay wording: windows are targeted by index, building-part
association carried via window_location (_window_bp_index). pyright clean.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-03 08:32:38 +00:00
Khalim Conn-Kowlessar
214b38ff78 feat(modelling): wall Recommendation Generator — cavity-fill detection + overlay
recommend_cavity_wall(epc) detects an uninsulated main cavity wall
(wall_construction=4, wall_insulation_type=4) and emits a Recommendation
whose single Measure Option carries the Simulation Overlay setting MAIN
wall_insulation_type=2 (Table 6 'Filled cavity'; cf. domain/sap10_ml/
rdsap_uvalues.py u_wall). Returns None for already-insulated or
non-cavity main walls.

Recommendation/MeasureOption reshaped per design review: the target is
encoded in the Option's overlay (addresses a building part / window /
system), not a typed key on Recommendation — generalises to glazing and
heating without changing the type. CONTEXT partition wording generalised
to match.

Three behaviour tests (hand-built EPD, no PDF). Cost (behaviour 4 of
#1155) outstanding — needs net heat-loss wall area + ProductRepository.
WIP on #1155. pyright strict clean.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-02 22:49:33 +00:00
Khalim Conn-Kowlessar
0ba45a09cc docs(modelling): record stage design — CONTEXT terms + ADR-0016
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>
2026-06-02 22:13:51 +00:00