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>
Extends WallType coverage to timber/stone/system-built/cob/park-home/curtain and
adds RoofType "Pitched, N mm loft insulation" -> roof_insulation_thickness. The
"(assumed) insulated"/"partial" wall states stay deferred (ambiguous code, needs
Elmhurst validation per ADR-0032); property_type/built_form carry no SAP weight.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The deduplicated `epc.roofs[]` list cannot be indexed 1:1 against the
building parts (190/329 multi-part certs have len(roofs) != len(parts)),
so every part's `u_roof` consumed a SINGLE join of all roof descriptions.
That leaked one part's insulation state onto another: a "Flat, no
insulation" extension dragged a "Pitched, insulated (assumed)" main roof
to the uninsulated 2.30, ~3x over-stating its heat loss. 3-part certs
systematically under-rated (56% within-0.5, mean -0.79 SAP).
Partition the non-RR roof descriptions into flat vs pitched/sloping and
match each part to its own kind (`_main_roof_descriptions_by_kind`),
falling back to the global join when a part's kind has no matching entry.
Corpus cert 100010129331: roof 110.5 -> 31.3 W/K, +13.10 -> -0.05 SAP.
RdSAP-21.0.1 within-0.5 68.8% -> 69.5% (MAE 0.888 -> 0.859; PE 13.9 ->
13.6); 3-part cohort 56% -> 61%. Floors/ceilings ratcheted. Pinned in
test_heat_transmission (by_kind split + mixed-roof no-contamination).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The §5.8 Table-14 added-insulation R-value adjustment was gated to
WALL_SOLID_BRICK, so a stone (granite/sandstone) wall lodging
wall_insulation_type 1/3 ("External"/"Internal") + a thickness fell
through the §5.6 thin-wall branch and was billed at its UNINSULATED U
(e.g. sandstone 520 mm + 100 mm internal: 1.64 instead of 0.30 → ~5×
the wall heat loss). Mirror the brick insulation branch into the stone
block, feeding the RAW §5.6 U₀ into the §5.8 chain per the same rule the
brick branch and the dry-lined granite pin 000565 already follow (the
Table-6 footnote (a) 1.7 cap does not apply on the insulated path).
Corpus cert 100052159386 (sandstone 520 mm + 100 mm internal): -26.20 ->
-4.08 SAP, walls 300 -> 55 W/K. RdSAP-21.0.1 corpus within-0.5 68.6% ->
68.8% (SAP MAE 0.942 -> 0.888; PE MAE 14.3 -> 13.9; CO2 0.27 -> 0.26);
floors/ceilings ratcheted. Unit-pinned in test_rdsap_uvalues.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The gov API lodges a NON-SEPARATED conservatory (conservatory_type=4) as a
glazed "building part" carrying only {floor_area, room_height,
double_glazed, glazed_perimeter} — no fabric, no floor dimensions. The
four fields were undeclared on the 21.0.1 SapBuildingPart, so `from_dict`
dropped them and the conservatory was silently lost: it billed no §6.1
window/rooflight/floor and added nothing to TFA (5 corpus certs over-rated
— too little heat loss → SAP too high).
Fix (21.0.1 schema + mapper):
- declare the four glazed fields on `SapBuildingPart`;
- `_api_sap_conservatory` builds `EpcPropertyData.sap_conservatory` from
the glazed BP (identified by a lodged `glazed_perimeter`; only type-4
conservatories lodge it — separated ones, §6.2, lodge nothing);
- exclude the glazed BP from the fabric building-part loop (it is billed
by the §6.1 cascade, not as a dwelling part);
- `_total_floor_area_from_building_parts` adds the conservatory floor area
to TFA (drives occupancy → §4/§5 demand).
Validation is cross-mapper parity, NOT a corpus back-solve: the API mapper
feeds the SAME worksheet-validated §6.1 cascade (`conservatory_geometry`,
pinned to 1e-4 against the case-44 Summary) as the Elmhurst path — so the
API conservatory fabric is correct by construction. `from_api_response`
on an injected type-4 cert reproduces the glazed wall (perimeter × ground-
floor room height = 22.05), glazed roof (floor/cos20 = 12.77) and Table 25
double U_eff (2.758 wall / 2.993 roof); a separated (type 2/3) cert lodges
no glazed BP → disregarded per §6.2.
Gauges: corpus within-0.5 67.9% → 68.6% (MAE 0.959 → 0.942; floor 0.67→0.68,
ceiling 0.97→0.95); /tmp eval mean|err| 0.822 → 0.817. Harness 47/47
0-raised; regression = the 3 pre-existing fails; pyright net-zero (65=65).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The new pipeline left no per-Property record of a run (the old engine set
property.has_recommendations and populated property_details_epc). Restore the
marker: PropertyRepository.mark_modelled sets has_recommendations (true when the
Plan carries measures, mirroring the old engine) and bumps updated_at, so a
first-run under the new process is identifiable as updated_at >= 2026-06-01.
ModellingOrchestrator marks each Property after its Scenarios (true if any
Scenario yielded a measure); run_modelling_e2e's --persist path marks it too
(its compute runs on in-memory fakes, so the DB UoW sets it directly). Adds the
has_recommendations/updated_at columns to the PropertyRow mirror.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Close the §6.1 conservatory demand cascade per RdSAP 10 §6.1 + Table 25.
Solar gains (§6, solar_gains.py) — Table 25 note (PDF p.51): "The
orientation of windows in a conservatory is not recorded, thus solar
gains are calculated using the default solar flux (East/West orientation,
with 20° pitch for roof windows)." The glazed wall bills onto the (76)
East line (vertical, average-overshading Z); the glazed roof onto the
(82) roof-window line (20° pitch, Z=1.0), both at Table 25 g=0.76, FF=0.70.
TFA-occupancy (mapper) — §6.1: the conservatory floor area is added to the
dwelling total floor area. TFA drives occupancy → §5 internal gains + §4
hot-water demand, so the non-separated conservatory's floor area now
enters `EpcPropertyData.total_floor_area_m2` (the worksheet's (4) = 95.38
carries it). Separated conservatories (§6.2) stay excluded.
Pinned against the case-44 P960 demand cascade at abs=1e-4: (73) internal
gains 625.1759, (83) solar gains 495.8655, (95) useful gains 1079.6510,
(99) space heating per m² 89.8073 — the full §6.1 chain reproduces EXACTLY.
The whole-dwelling SAP (72.9517) / CO2 (3241.8656) are not pinned: the
case-44 Summary omits the House-Coal secondary heater (SAP 633) the P960
descriptor carries (cf. case 43), so the cascade computes no secondary —
the entire residual (+349.77 kg CO2). A Summary-input defect, independent
of §6.1; every conservatory-affected line ref is exact. Worksheet harness
stays 47/47 0-raised; corpus unchanged (API path; mirror is the next slice).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
SAP 10.2 §2 (17)-(18): a measured/design air permeability at 50 Pa from a
Blower Door test routes infiltration via `(18) = AP50/20 + (8)`, in
preference to the components-based (16) estimate. The Elmhurst extractor
read only the AP4 ("Pulse") column of §12.2, so a Blower Door result
(§12.2 "Pressure Test Result (AP50)") fell through to the structural-
infiltration default — over-counting ventilation heat loss.
Surfaced by simulated case 44 (AP50 4.50): effective air change rate was
0.81 vs the worksheet's 0.58 (+38% ventilation loss). The cascade already
supports `air_permeability_ap50` (preferred over AP4); this wires the read
end to end (extractor → ElmhurstSiteNotes → SapVentilation → cert_to_inputs).
Pinned against the case-44 P960 §2 at abs=1e-4: (18) infiltration 0.3417
(= 4.5/20 + 0.1167) and (25) Jan effective ach 0.5812. Worksheet harness
stays 47/47 0-raised.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
SAP-Schema-16.2 (datatypes/epc/domain/mapper.py):
- 16.2 is structurally an RdSAP-17.1 cert under a different name; add
_normalize_sap_schema_16_2 (field renames + defaults) and dispatch to the
tested from_rdsap_schema_17_1 mapper. uprn_100020933699 maps → SAP 71.
- Honour a "Single glazed" windows description when multiple_glazing_type="ND"
(was defaulting to double) → RdSAP-21 code 5; eng 72→71 (lodged 70).
- 4 regression tests + sap_16_2.json fixture; 0 new pyright errors.
Flat party-wall fix (domain/sap10_calculator/worksheet/heat_transmission.py):
- Full-SAP flats carry flatness in dwelling_type, not property_type, so the
party-wall default fell through to the 0.25 house value instead of the RdSAP
Table-15 flat 0.0. Add _is_flat_or_maisonette_dwelling fallback + regression
test. uprn_10093116529 80→81 (matches the cert's lodged party u_value 0).
Accuracy corpus pins (tests/domain/sap10_calculator/test_real_cert_sap_accuracy.py):
- uprn_10093116543 (SAP-17.1 gas-combi semi): engine 81 (Elmhurst 77; documented
full-SAP→RdSAP residual — measured wall/floor U + PCDB boiler vs RdSAP defaults).
- uprn_10093116529 (SAP-17.1 g/f flat): engine 81 (Elmhurst 78).
devcontainer: add poppler-utils (pdfinfo) for the documents-parser PDF fixtures.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Wire the non-separated conservatory into the §3 heat-transmission +
§1 dimensions cascade per RdSAP 10 §6.1 (PDF p.49) + Table 25 (p.51):
"The floor area and volume of a non-separated conservatory are added to
the total floor area and volume of the dwelling. Its roof area is taken
as its floor area divided by cos(20°), and wall area is taken as the
product of its exposed perimeter and its height. ... The conservatory
walls and roof are taken as fully glazed ... Glazed walls are taken as
windows, glazed roof as rooflight."
New `worksheet/conservatory.py` derives the geometry:
- height from the equivalent storey count (§6.1: 1 storey → ground-floor
room height; 1½ → ground + 0.25 + 0.5×first; etc.);
- glazed WALL → window (27) at Table 25 U (double 3.1 / single 4.8) with
the §3.2 curtain resistance (R=0.04) → U_eff 2.758;
- glazed ROOF → rooflight (27a) at Table 25 roof U (double 3.4 / single
5.3) + curtain → U_eff 2.993;
- FLOOR → (28a) via BS EN ISO 13370 as an uninsulated SOLID ground floor
with 300 mm walls (§5.12, spec p.43), exposed perimeter = glazed
perimeter → U 0.89;
- glazed wall + roof + floor areas join (31)/(36); the fully-glazed
structure walls/roof add nothing (the glazing IS the window/rooflight).
`dimensions_from_cert` adds the conservatory floor area to TFA (4) and
floor area × height to volume (5) (feeds ventilation (8)), without making
it a storey (avg storey height for §2 infiltration is unchanged).
Pinned against the simulated case-44 P960 §3 at abs=1e-4 — every line ref
EXACT: (4) 95.3800, (5) 257.1630, (27) 96.1169, (27a) 38.2201, (28a)
21.4164, (29a) 35.5852, (30) 7.4688, (31) 294.2900, (33) 207.3274,
(36) 23.5432. The remaining whole-dwelling SAP/CO2 gap is the §6 solar
gains, closed in the next slice. Worksheet harness stays 47/47 0-raised.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The measures a run considers should come from the Scenario, not a CLI flag.
The live scenario table persists exclusions only (no inclusions column), as a
Postgres text-array of exact MeasureType values.
- Scenario gains `exclusions: frozenset[MeasureType]` + `considered_measures()`
(all measures minus the excluded ones, or None when none are excluded).
- ScenarioModel.to_domain parses the `{a,b,c}` exclusions array into
MeasureTypes, raising on a token that is not an exact MeasureType value
(no high-level category expansion), per the strict-enum convention.
- ModellingOrchestrator._plan_for derives the allowlist from the Scenario's
exclusions, combined (intersection) with any explicit considered_measures
override via the new `combine_considered_measures`.
- run_modelling_e2e sources the allowlist from the Scenario; --measures /
--exclude-measures become optional overlays (e.g. the technical
secondary_heating_removal exclusion the catalogue cannot yet stock).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The run only showed the measures the Optimiser selected, so a candidate it
passed over (e.g. an ASHP it found too costly for the target band) and that
measure's cost were invisible.
Add `harness.console.candidate_recommendations` — every Generator Option
with its per-Option cost, before optimisation — and have run_modelling_e2e
print the full menu per property (flagging the selected Options), write a
"cost per measure" section into the markdown, and emit a per-Option
modelling_e2e_candidates.csv.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
`restrict_to_considered_measures` filtered candidates only *after* every
generator had run, so an excluded measure still queried the catalogue.
That crashed properties with a lodged secondary heater: the live
`material.type` enum has no `secondary_heating_removal` value, so the
query raised a psycopg2 `InvalidTextRepresentation` before the allowlist
could drop it.
`_candidate_recommendations` now pairs each generator with the measure
types it can emit and runs it only when the allowlist admits one of them
(None = all), so an excluded measure never reaches the catalogue.
`restrict_to_considered_measures` still trims disallowed Options off the
multi-Option survivors. Add `--exclude-measures` to run_modelling_e2e
(allowlist minus the excluded set) for excluding one measure without
enumerating the rest.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The ASHP bundle is priced from the rate sheet (ADR-0025); the catalogue
row is read only for its material id, which is nullable end-to-end. The
live `material` catalogue has no `air_source_heat_pump` row, so
`products.get` raised `ValueError: no active product` and aborted every
ASHP-eligible property.
Add `ProductNotFound(ValueError)` + a concrete `ProductRepository
.get_optional`, raise the typed error from both repos, and have
`_ashp_option` look the row up optionally — a missing row now yields an
ASHP Option with `material_id=None` rather than crashing.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Two review points from @dancafc:
1) Rename the `Comparable` dataclass → `ComparableProperty` (it models one
comparable *property*; the collection stays `ComparableProperties`). Applied
across domain, repositories, orchestration, harness, scripts, and tests with a
word-boundary rename so `ComparableProperties` is untouched.
2) Move `PredictionTarget` out of comparable_properties.py into prediction_target.py
(where `PredictionTargetAttributes` + `build_prediction_target` already live).
comparable_properties.py now imports it; no import cycle (prediction_target no
longer depends on comparable_properties). Importers updated.
92 tests pass across the touched suites; pyright strict clean.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Golden regression fixture for the multi-feature dwelling that surfaced the
two Elmhurst-extractor bugs in a33707f8. case 43 is a 2-BP mid-terrace with
a DETAILED room-in-roof (two slopes, two flat ceilings, party + exposed
gables, two common walls), a MIXED-insulation multi-section roof (Main
insulated + Extension uninsulated 2.30), a DRY-LINED extension solid wall,
a mains-gas boiler (102 / control 2106) and a House-coal solid-fuel
secondary (633).
Routes the Summary PDF through the WHOLE extractor + mapper + calculator
pipeline (no hand-built EpcPropertyData) and pins the §3 fabric + SAP-rating
block at abs=1e-4: (29a) walls 74.5800, (30) roof 38.5008, (33) fabric
172.7844, continuous SAP 73.2332 = (258), CO2 3518.3037 = (272). Guards the
detailed-RR slope/common_wall surfaces, the dry-lining R=0.17 adjustment,
and the per-part mixed-roof billing together. Summary mirrored to
backend/documents_parser/tests/fixtures/Summary_001431_case43.pdf; provider
module mirrors the _case6/_case21 pattern, assertion in
test_section_cascade_pins. Harness 47/47; regression = the 3 pre-existing
fails; pyright net-zero.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Lock in the detailed-RR slope + stud-wall gain (corpus within-0.5
67.3% -> 67.5%, MAE 1.020 -> 0.987). The corpus is a fixed 1000-cert
deterministic gauge, so the thresholds track measured HEAD with a small
margin per the ratchet convention.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The gov API lodges a manufacturer's declared cylinder loss factor
(kWh/day) in `sap_heating.cylinder_heat_loss`, in which case it leaves
the cylinder volume / insulation type / thickness None. That field was
undeclared on the 21.0.x schemas, so `from_dict` dropped it — then
`_cylinder_storage_loss_override` hit its insulation-None / volume-None
guards and returned None, dropping the §4 storage loss ENTIRELY. The
dwelling over-rated (the declared loss is typically ~1.5 kWh/day ≈
550 kWh/yr).
SAP 10.2 §4 branch a) (PDF p.136): when the declared loss factor is
known, storage loss (50) = (48) declared loss × (49) Table-2b
temperature factor — replacing the Table 2 V×L×VF computation.
- declare `cylinder_heat_loss` on RdSapSchema21_0_0/21_0_1.SapHeating +
EpcPropertyData.SapHeating; thread through the 21.0.x mappers.
- `cylinder_storage_loss_monthly_kwh` gains `declared_loss_kwh_per_day`:
when set, combined_55 = declared × TF (volume/insulation unused).
- `_cylinder_storage_loss_override` resolves the declared loss BEFORE the
insulation/volume guards (the gov omits those when the loss is lodged).
12 /tmp certs carry it (mean |err| 3.00 -> 2.51; the clean ones close
hard, e.g. 2360 2.65 -> 0.30, 0245 2.25 -> 0.53). Corpus within-0.5
67.0% -> 67.3% (MAE 1.025 -> 1.020); /tmp 71.2% -> 71.4% (0.889 ->
0.882). Worksheet harness 47/47; regression = only the 3 pre-existing
fails; pyright net-zero.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Roofs lodged insulated at rafters carry their thickness in a DEDICATED
gov-EPC API field, `rafter_insulation_thickness` (e.g. "225mm"), while
`roof_insulation_thickness` stays None (rafters aren't loft joists). That
field was undeclared on the 21.0.x schemas, so `from_dict` silently
dropped it — the rafter certs only *looked* redacted (roof EER 2-4 =
insulated, yet no thickness), and the cascade fell to the Table 18 col (2)
unknown default (2.30), badly under-rating them.
- declare `rafter_insulation_thickness` on RdSapSchema21_0_0/21_0_1 +
EpcPropertyData.SapBuildingPart (mirrors the existing
sloping_ceiling_/flat_roof_insulation_thickness dropped-field handling).
- thread it through `from_rdsap_schema_21_0_0/21_0_1` (older schemas get
None via getattr).
- `heat_transmission` prefers `rafter_insulation_thickness` over
`roof_insulation_thickness` when the part is at-rafters, so the measured
RdSAP 10 §5.11.2 Table 16 column (2) row applies (225 mm → 0.25).
Completes the rafters roof fix: with the real thickness read, the rafter
certs are recovered rather than over-stated — cert 3100-8675-0922-8628
(band E, rafters 225mm) +8.93 → +0.43 SAP. Corpus within-0.5 67.0%
(MAE 1.025) and /tmp 71.2% (MAE 0.889) — both NET ABOVE the pre-rafters
baseline (66.9% / 70.6%). Worksheet harness 47/47; regression = only the
3 pre-existing fails; pyright net-zero.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
`u_roof` only implemented the joist column, so roofs lodged insulated at
rafters (`roof_insulation_location == 1`) were mis-billed at the joist U
on both the API and Summary paths — under-stating loss, over-rating SAP.
RdSAP 10 §5.11.2 Table 16 (spec p.42-43) gives a distinct "insulation at
rafters" column (2): the rafter cavity is shallower than a loft void, so
the same depth yields a higher U (200 mm: rafters 0.29 vs joists 0.21).
§5.11 Table 18 (p.45) likewise carries a rafters column (2) for unknown /
as-built thickness (footnote (1): "The value from the table applies for
unknown and as built") — band A-D = 2.30, E = 1.50, F = 0.68, diverging
from the joist column's 100 mm-equivalent 0.40 default (footnote (4)).
- add `_ROOF_RAFTERS_BY_THICKNESS` (Table 16 col 2) + `_ROOF_RAFTERS_BY_AGE`
(Table 18 col 2) to rdsap_uvalues; `u_roof` selects them via a new
`insulation_at_rafters` flag (ignored for flat / sloping-ceiling roofs).
- `heat_transmission` derives the flag PER BUILDING PART from
`roof_insulation_location` (gov-API int 1 / Summary "R Rafters"), which
also fixes the multi-part dedup-roof-join problem: each part's own
location now drives its U, replacing the unattributable joined
`epc.roofs[]` description.
Worksheet-validated to 1e-4: simulated case 41 (4-bp — Ext1 rafters 200mm
→ 0.29, Ext3 rafters As-Built band F → 0.68; roof total 24.8350) and case
42 (6 variants — rafters 50mm → 0.88, rafters unknown band C → 2.30,
joists/none unchanged). Case 40 stays exact (roof 35.340, total 441.1606);
worksheet harness 47/47.
Corpus within-0.5 66.9% → 66.5% (gates 0.65/1.08 hold) — a spec-correct
shift, NOT a regression: all 15 corpus rafter certs carry redacted (None)
thickness yet lodge roof EER 2-4 (insulated), so the open API blanked a
specified thickness and the spec's unknown-rafter 2.30 default correctly
over-states them. Recovery needs a roof-EER→thickness inference on the
API path (follow-up), not a change to the U-table.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
