Drops the xfail now that Reduced-Field Synthesis (ADR-0027) maps every
20.0.0 cert; the corpus test holds the whole bucket to a strict 1000/1000.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
ADR-0027 Reduced-Field Synthesis: certs with no per-window array now get total
glazing = 0.148 x TFA x band-multiplier (median + quartile multipliers fit from
the 1000 real 21.0.1 certs), split 4-way across N/E/S/W with width=area/4,
height=1.0; glazing_type routed through the verified 21.0.1 cascade. Also guard
optional PhotovoltaicSupply.none_or_no_details (a parse straggler). Corpus maps
983/1000, up from 974.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Required->optional defaults (kw_only + data-driven from corpus presence) so
993/1000 certs that omit sap_windows parse, and honest Union[str, DescriptionV1]
typing for description/dwelling_type which the corpus lodges as localised dicts
in ~half the certs. The never-run 20.0.0 mapper path now produces EpcPropertyData;
974/1000 corpus certs map (xpass), up from 7.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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>
Add the system tune-up to the heating Recommendation: keep the existing wet
boiler but install better heating controls and fix the cylinder. Two competing
Options (the Optimiser picks <=1 across the whole heating rec) per the user's
two best control end-states:
- system_tune_up — standard controls (programmer + room thermostat +
TRVs, SAP 10.2 Table 4e code 2106)
- system_tune_up_zoned — time-and-temperature zone control (code 2110, type 3):
more SAP uplift for more cost
Both keep the boiler (no fuel / SAP code / flue change), set the control
ABSOLUTELY to their end-state, and apply the conditional cylinder fixes (an
80 mm jacket when under-insulated, a thermostat when absent — only when a
cylinder exists). Each control option is offered only when it genuinely improves
the existing control — standard is skipped when the control is already 2106 /
2110 / 2112, zone when already 2110 / 2112 — so neither is ever a downgrade or a
no-op.
Validated against the Elmhurst "system tune up" re-lodgements (cert 001431):
nine befores spanning controls 2101-2113 all converge to the two common afters,
proving the control overlay is absolute. The cascade pin is parametrised over
two starting controls (2101 "no control" + 2113 "room thermostat and TRVs") x
both afters, delta 0 (SAP/CO2/PE).
Wires the two MeasureTypes through contingencies (0.15), the offline catalogue
(500 / 900), the catalogue-coverage list, the report triggers, and the ARA
first-run seed.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Add the `gas_boiler_upgrade` branch to `report._triggers_for`, mirroring the
generator's eligibility guard so a cohort report explains why the boiler upgrade
fired: the wet-boiler SAP code, the mains-gas connection that makes the gas
end-state installable, and the cylinder presence that shapes the bundle (combi
vs regular + cylinder fixes).
No golden API cert selects the boiler upgrade (it competes with — and on houses
loses to — the ASHP bundle within the one heating Recommendation), so the branch
is covered by a direct `_triggers_for` unit test, following the repo pattern for
testing internal helpers (cert_to_inputs).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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>
Two more boiler-upgrade cascade pins, validating the existing generator across
fuels and cylinder states (no source change):
- oil combi: an oil boiler (fuel 28, code 130) on a mains-gas street converts to
a gas condensing combi (fuel 28->26, code 104). Proves the non-gas -> gas
conversion gated on a mains-gas connection (ADR-0024 revised).
- already-insulated cylinder: a gas boiler heating a pre-jacketed cylinder
(type 2 / 80 mm, no thermostat) gets a new boiler + a thermostat, with the
jacket NOT re-applied. Proves the cylinder path's skip-jacket branch against a
real cert. (Sourced from an LPG re-lodgement whose fuel the Summary mapper
reads as mains gas 26 — a separate LPG fuel-mapping gap, noted in the test.)
Both pin delta 0 (SAP/CO2/PE) against the relodged after.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Extend the gas-boiler-upgrade Option to combi (no-cylinder) dwellings and add
the controls upgrade shared by both boiler shapes. A dwelling has a cylinder or
it does not, so the one `gas_boiler_upgrade` Option is shaped per dwelling:
- no cylinder -> a gas condensing combi (Table 4b code 104), no cylinder fields
touched;
- a cylinder -> a regular boiler (code 102) heating it, with the conditional
cylinder jacket/thermostat (slice 1).
Controls: bring an inadequate boiler control up to full programmer + room
thermostat + TRVs (SAP 10.2 Table 4e Group 1 code 2106). "Inadequate" = the
Group-1 codes with NO room thermostat (2101, 2102, 2107, 2108, 2109, 2111) —
these lack boiler interlock (Table 4c(2) / footnote c) p.171), so adding a room
thermostat genuinely improves SAP. Room-thermostatted (2103/2104/2105/2106/2113)
or better zone controls (2110/2112) are left unchanged — never downgraded, so
no phantom uplift. The with-cylinder cert (control 2106) is therefore untouched
and its pin still holds at delta 0.
Validated by the combi before/after re-lodgement (cert 001431, gas boiler
upgrade - no cylinder): control 2111 "TRVs and bypass" -> 2106, fan flue
False->True, SAP code 112 -> 104. Cascade-pinned delta 0 (SAP/CO2/PE). Removed
the slice-1 placeholder test asserting no boiler Option fires without a cylinder
(the combi Option now correctly fires there).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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>
The new gov EPC API (api.get-energy-performance-data..., Bearer auth) returns
403 "Bad authentication header" with EPC_AUTH_TOKEN but 200 with
OPEN_EPC_API_TOKEN — the token name is misleading (it is the Bearer token for
the new API, not the open-data API). Verified live against
/api/domestic/search. Unblocks the live EPC fetch in run_modelling_e2e.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Slice 5 (local run sources the DB, read-only) + slice 6 (optional persist),
landing together as one script rewrite (the persist path is interleaved with
the compute path).
The same local computation now runs whether or not the result is stored:
- Both modes price against the live `material` catalogue (read-only
ProductPostgresRepository over one shared Session) and model against a real
Scenario read from the DB (--scenario-id; its goal_value drives the band,
rejected if null) — so the inspected recommendations are exactly what gets
stored. The JSON sample catalogue is no longer used by this script.
- --measures restricts the run to a comma-separated considered_measures
allowlist (e.g. high_heat_retention_storage_heaters,solar_pv).
- --persist writes the inputs (EPC + spatial + solar) and the *same* computed
Plan via the production repos in one PostgresUnitOfWork, then commits
(idempotent: PlanPostgresRepository replaces by (property_id, scenario_id)).
Gated: --persist requires --scenario-id and --portfolio-id. Default is
inspect-only — no DB writes.
harness.console.run_modelling gains `products` and `scenario` overrides (the
seam the script drives); defaults unchanged, so existing callers are
unaffected. Suite 257 pass + 3 xfail; pyright clean; --help/guard/measure
parsing verified. Not yet executed against the DB (awaiting property_ids +
write-confirm).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
ProductPostgresRepository.get took .first() with no ORDER BY, so when a
measure type has several active material rows (the live catalogue holds 74
solar_pv, 5 high_heat_retention_storage_heaters) the chosen row — hence the
cost and material_id — depended on the database's physical row order. Order by
id so a re-seed prices the same product every time.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Add domain/modelling/considered_measures.py::restrict_to_considered_measures —
the pure allowlist that limits a run to a chosen set of MeasureType (mirroring
the legacy engine's `inclusions`). It filters at the Option level, so a
multi-option Recommendation (e.g. Heating & Hot Water competing HHRSH against
an ASHP bundle) is kept with only its allowed Options; a Recommendation left
with none is dropped. None = consider everything (unrestricted default).
Thread `considered_measures: frozenset[MeasureType] | None` through
ModellingOrchestrator.run -> _plan_for -> _scored_candidate_groups /
_candidate_recommendations (applies the filter) and _measure_dependencies
(suppresses a forced dependency whose required measure is outside the
allowlist, so a restricted run forces nothing it is not considering). The
local-run seam (harness.console.run_modelling) gains the same param.
The Optimiser still freely chooses among survivors — including none. Tests:
the pure filter (3 cases) + an orchestrator-seam test proving a
{solar_pv}-restricted run yields only solar_pv options. 257 pass + 3 xfail;
pyright clean.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Tighten the recommendation/plan vocabulary off generic str:
MeasureOption.measure_type and PlanMeasure.measure_type are now MeasureType
(also _GlazingTarget.measure_type, MeasureDependency.triggers ->
frozenset[MeasureType], and the optimiser's chosen/required-type locals).
Because MeasureType is a StrEnum the change is transparent to persistence
(the `recommendation` varchar column), the optimiser group-by key, and every
`== "solar_pv"`-style comparison — so pyright now enforces the enum at every
construction site with no runtime behaviour change.
The catalogue boundary stays str: ProductRepository.get(measure_type: str)
and Product.measure_type are unchanged (they map arbitrary DB/JSON rows), so
the fake product repos in tests need no edit. Test construction helpers coerce
their str arg via MeasureType(...); direct constructions use members.
Suite green: tests/domain/modelling + orchestration + harness 253 pass + 3
xfail; pyright clean on production + tests (pre-existing moto + property-
override-rowcount baselines untouched).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Introduce domain/modelling/measure_type.py — a StrEnum with one member per
modelled measure (the 15 the generators emit). A StrEnum so each member *is*
its string value: it persists straight into the `recommendation` varchar
column, is the optimiser's group-by key, and compares equal to the catalogue /
EPC strings — so it replaces the per-generator string constants with no
persistence or optimiser change.
Repoint every generator's measure-type constant/literal to a MeasureType
member (wall, solid_wall, roof, floor, glazing, lighting, ventilation,
heating, solar). Field annotations stay `str` for now; tightening them to
MeasureType is the next slice.
This is the enum the historical engine deferred (engine.py:970
"TODO - formalise property measure types into an enum") and the vocabulary the
forthcoming `considered_measures` allowlist will speak (mirroring the legacy
`inclusions`).
Suite green: tests/domain/modelling + orchestration + harness 253 pass + 3
xfail; pyright clean on the enum + generators.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Per Property the inspection script now resolves the UPRN's spatial
reference from the Ordnance Survey Open-UPRN parquet in S3
(GeospatialS3Repository over a boto3 ParquetReader) and threads both
levers into run_modelling:
- planning_restrictions: the conservation/listed/heritage flags that gate
the wall + solar measures (ADR-0019/0020).
- solar_insights: a live Google Solar buildingInsights fetch keyed on the
reference coordinates, so the Solar PV Options can fire (ADR-0026).
Mirrors IngestionOrchestrator._fetch's coords->solar flow. Degrades
gracefully per Property: a UPRN S3 doesn't cover -> unrestricted/no-solar;
a point Google has no coverage for (BuildingInsightsNotFoundError) ->
no-solar; both still modelled. --no-solar skips the Google leg. A context
note (restrictions; solar) is printed and written to the md/csv summary.
Verified live: spatial_for + solar fetch round-trip on real UPRNs (S3 via
ambient ~/.aws creds, pyarrow reads parquet bytes). pyright clean.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Revives the local recommendation-inspection flow for specific Properties.
`scripts/run_modelling_e2e.py` reads each Property's UPRN from the DB
(read-only), fetches the latest EPC live from the gov EPC API by UPRN, runs the
Modelling stage in memory (all Generators → Optimiser → costed, attributed
Plan), and prints a per-Property plan table + writes a Markdown/CSV summary.
Persists nothing — purely for inspection.
The local DB's Properties have no linked ingested EPC (epc_property.property_id
is NULL for all rows; Ingestion's source clients are stubbed, #1136), so the
EPC must be fetched inline rather than read back. Builds the connection from the
`DB_*` env vars in backend/.env and the EPC token from `EPC_AUTH_TOKEN`.
Threads optional solar insights through harness `run_modelling` (so Solar PV
Options can fire once coordinates are wired) and adds the `solar_pv` catalogue
row. Solar + planning restrictions + DB persistence are noted follow-ups.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Publish container ports without a fixed host side in the backend and
asset_list compose files, and switch forwardPorts to service-qualified
form. Lets a second worktree's devcontainer spin up without conflicting
on host 8000/5432 (backend) or 8081 (asset_list), matching the pattern
in assessment-model-sales-frontend.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Pulls in 42 commits of calculator/mapper accuracy fixes from the per-cert
mapper-validation and floor/roof/heating fronts.
Conflict resolutions:
- mapper `_is_elmhurst_roof_window`: main dropped the branch's "wall location →
vertical" guard (it broke cert 000516's rooflight), but that re-broke cert
001431's two External-wall U>3.0 windows (which must stay vertical). The two
certs lodge a BYTE-IDENTICAL §11 row, so neither location nor U separates
them — the real discriminator is the room-in-roof context. Replaced the
unconditional U>3.0 backstop with one gated on the BP having a room-in-roof
(`_elmhurst_bp_has_room_in_roof`): 000516's Main BP has a "Room in roof type
1" (→ rooflight), 001431's does not (→ vertical). Validated against BOTH —
full Elmhurst worksheet suite 1038 pass + the 001431 window-extraction pin.
- property_postgres_repository: kept main's `ids_by_uprn` method + the branch's
`_restrictions_of` helper.
- sap_fuel.py: the branch relocated it to domain/billing/ (already carrying
main's to_table_32_code normalization), so kept the old path deleted.
Fallout from main's fabric fixes (validated by the boiler-3 real-cert pin which
still reproduces at delta 0):
- re-pinned the boiler-1 + boiler-instant-hw ASHP snapshot scores;
- main's §14.2 gas-boiler main-fuel derivation resolved the BGB/102 baseline
gap, so `test_gas_boiler_instant_hw_before_baselines` is now a passing test
(was an xfail tripwire).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Slice 9 of the Solar PV Recommendation Generator (ADR-0026). Pins the
overlay→calculator PV cascade against Elmhurst's before/after re-lodgements of
cert 001431, across the orientation/pitch/overshading config space (the certs
lodge synthetic 1.00 kWp test vectors):
- SE/SW, shaded (overshading 3/2), pitch 30°/45°
- E/W, unshaded, pitch 60°/45°
- NW/N, unshaded, pitch 60°/45° (the low-yield orientations)
Each hand-built SolarOverlay reproduces the relodged after at abs ≤ 1e-4 on
SAP / CO2 / primary energy.
Battery tripwire (per user): the "with battery" cert lodges a §19 5 kWh battery
the current extractor does NOT parse, so it scores identically to its
no-battery twin — the no-battery overlay reproduces it today, and the pin will
fail (alerting us to switch to the with-battery overlay) once the extractor
parses the battery. A companion test pins that the calculator already models
the 5 kWh battery (it raises SAP), so the fix target is established.
All five certs share an EES 'WGK' / SAP-code-502 main-heating lodgement the
mapper doesn't yet derive a fuel for; the pins patch the shared fuel (mains gas
26) identically on before+after to isolate the PV delta (the solar overlay
never touches heating), and `test_solar_before_baselines` xfails as the
forcing-function tripwire for that separate mapper-front gap.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
