Flat per-dwelling decommission price (sample_catalogue \£250) + 0.25 contingency
(covers unknown heater count / hard-wired-vs-plugged / repaint extent). The JSON
repo joins the contingency from config, proven by the new repo test. No composite
Products machinery — a lodged secondary is one roughly-fixed job, not room-scaled.
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>
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>
PR feedback (dancafc): the SQLModel column was Optional[str], but the
domain `SapBuildingPart.wall_insulation_thickness` is Optional[Union[str,
int]] — `_api_resolve_wall_insulation_thickness` returns an int mm when the
API lodges `wall_insulation_thickness == "measured"` (SAP 10.2 §5.7 /
Table 8). The plain str column round-trips that int back as the string
"100", corrupting the Table 8 insulated-wall U-value lookup.
This column was missed in the round-trip-fidelity §1 JSONB sweep
(#1129) — its `Union[str, int]` sibling `roof_insulation_thickness` was
converted, but `wall_insulation_thickness` was not, and no 21.0.0/21.0.1
fixture lodges "measured" so the gap stayed latent. Convert to JSONB
(matching `roof_insulation_thickness` / `flat_roof_insulation_thickness`),
align the column type to Optional[Union[str, int]] (also removes a pyright
type-mismatch), record it in the migration doc §1, and add a round-trip
guard test asserting an int survives as an int (fails as '100' == 100 on
the old str column).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Slice 3c.5. `PropertyPostgresRepository` takes an injected `SpatialRepository`
and hydrates `Property.planning_restrictions` by UPRN (bulk in `get_many`,
single in `get`). A UPRN with no cached row — or a property with no UPRN —
defaults to unrestricted, matching legacy `empty_spatial_df` (ADR-0020). This
closes the loop: Ingestion caches the protections, Modelling reads them off the
Property to gate solid-wall EWI/IWI (ADR-0019).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Slice 3c.3. Ingestion writes the OS spatial reference cache through the same
unit it persists the EPC/solar enrichments with, so `UnitOfWork` declares a
`spatial` repo, `PostgresUnitOfWork` binds a `SpatialPostgresRepository` to the
session, and `FakeUnitOfWork` gains a `FakeSpatialRepo` (seedable for read
tests, recording writes for ingestion-side assertions).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Slice 3c.2. The OS Open-UPRN reference set is too large to host in Postgres, so
it lives in S3 and is cached per-UPRN in the existing `property_details_spatial`
table (ADR-0020). `PropertyDetailsSpatialRow` mirrors that table (uprn unique);
`SpatialRepository` / `SpatialPostgresRepository` upsert one shared row per UPRN
and read the planning protections back by UPRN (a null flag reads as
unrestricted; absent UPRNs are omitted so the caller defaults them).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Slice 3c.1. Ingestion will persist a UPRN's coordinates and planning
protections together as a write-through cache, so resolve them in a single
partition read rather than two. `SpatialReference` bundles the coordinates
(which drive the Solar fetch) and the `PlanningRestrictions` (which gate wall
insulation per ADR-0019/ADR-0020); `GeospatialRepository.spatial_for(uprn)`
returns it, and `coordinates_for`/`planning_restrictions_for` now delegate to
the one lookup.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Slice 3a (ADR-0020). PlanningRestrictions relocated out of the solid-wall
generator into domain/geospatial/ as the shared, Property-level value object
(three distinct flags + measure-specific blocks_external/blocks_internal).
GeospatialRepository gains a non-abstract planning_restrictions_for defaulting
to None (sources without the flags need not implement it); GeospatialS3Repository
reads conservation_status/is_listed_building/is_heritage_building from the same
Open-UPRN partition as the coordinates (legacy column names — to confirm in the
S3 deep-dive). Shared _row_for helper dedups the partition lookup.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Apply the deep-research off-gas figures so oil/smokeless/wood sit on the
same NEP-Apr-2026 retail / DESNZ DUKES gross-CV basis as the new coal
proxy (fuel-input, not useful-heat): OIL 9.16 -> 12.11 (prior value was
materially low vs current kerosene), SMOKELESS 10.0 -> 8.69, WOOD_LOGS
8.83 -> 8.25, WOOD_PELLETS 7.99 -> 7.38. SEG (15.0, Solar Energy UK) and
LPG (17.61, bottled-propane) kept; gas/electricity (Ofgem cap) unchanged.
CV arithmetic recorded in the snapshot _assumptions. OIL pin updated.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Coal and heat networks have no national retail/cap rate, so the snapshot
left them null and BillDerivation raised UnpricedFuel — dropping those
certs from an offline cohort run. Add researched proxy rates (fuel-input
basis, sources + arithmetic in the JSON _note/_gaps): COAL 7.13 p/kWh
(NEP Nov 2025 coal uprated + DESNZ DUKES house-coal GCV) and HEAT_NETWORK
16.0 p/kWh + 69.4 p/day (Insite Energy operator sample; indicative, schemes
vary ~8-30). Both flagged proxy/indicative — sense-check estimates, not
market rates. Existing curated fuels are unchanged.
Replaces the unpriced-raises pin for these two with a positive rate pin;
off-peak stays unpriced pending the day/night accessor. Golden cohort now
runs 57/57 offline with zero errors.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Move the scenario and installed_measure tables into
infrastructure/postgres/modelling/ as full-parity SQLModel definitions
(ScenarioModel, InstalledMeasureModel + MeasureType), completing the cluster
consolidation. backend/app/db/models/recommendations.py is now a pure
re-export shim.
ScenarioModel.goal is the PortfolioGoal enum (legacy planning branches on it),
sourced from domain/modelling/portfolio_goal.py; the repo's to_domain maps it to
its value string, so domain Scenario.goal is now the value ("Increasing EPC")
consistent with the orchestrator's check — fixing the latent name-vs-value
inconsistency the old str column masked (the scenario repo test stored the enum
*name*). Parity columns are nullable (mirror convention; live NOT-NULLs owned by
Drizzle).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Standardise the modelling persistence classes on the …Model suffix (PlanModel,
RecommendationModel, RecommendationMaterialModel) — matching the epc_property
precedent and the legacy names the rest of backend/ already imports, so the
shim's plan re-export becomes literal (no alias) and the eventual shim deletion
needs zero renames. The …Row→…Model sweep for the non-cluster tables
(Property/Task/Material/…) waits until their live legacy …Model counterparts
are retired, to avoid reintroducing dual-definition collisions. No behaviour
change.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Move the live plan, recommendation, recommendation_materials and (retiring)
plan_recommendations tables into a new infrastructure/postgres/modelling/
subpackage as single SQLModel definitions (the epc_property pattern), absorbing
the rebuild's partial PlanRow/RecommendationRow mirrors and carrying full
legacy column parity plus recommendation.plan_id. Out-of-cluster references are
plain indexed ints (mirror convention); the live FKs are owned by the Drizzle
schema. backend/app/db/models/recommendations.py becomes a re-export shim
(ScenarioModel/InstalledMeasure stay for a later slice).
Fix the export conftest to create SQLModel-first (so Base funding_package's FK
to the now-SQLModel plan resolves) and skip the redundant drop_all on its
function-scoped throwaway DB (the epc enum type is now shared across both
metadatas). Resolves the pre-existing dual-definition collision: the rebuild
and legacy export suites are now co-runnable. No behaviour change.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
`PlanMeasure` grows optional `kwh_savings` (delivered energy) and
`energy_cost_savings` (£) — its slice of the telescoping bill cascade, signed
so positive is a saving and `None` until billing runs. `RecommendationRow`
declares the matching live `recommendation.kwh_savings` /
`energy_cost_savings` columns and maps them in `from_domain` (None → NULL).
The vestigial `recommendation.energy_savings` stays undeclared (legacy = 0).
No FE migration — the columns already exist on the live table (ADR-0014 / 0017).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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>
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>
Slice 4a. The Modelling stage reads the Scenario + Product catalogue and
writes the Plan + its Plan Measures on one session, committed once
(ADR-0012/0017). Adds uow.scenario / uow.product / uow.plan to the
UnitOfWork port and constructs them in PostgresUnitOfWork.__enter__.
Additive — existing stages and the bare-stub Modelling wiring are
unaffected. Wiring test asserts the unit exposes the three ports.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Slice 3 of #1157. Persists a Plan and its Plan Measures to the live
plan / recommendation tables via SQLModel mirrors (ADR-0017).
- infrastructure/postgres/plan_table.py: PlanRow (`plan`) + RecommendationRow
(`recommendation`) mirrors. RecommendationRow adds the new `plan_id` FK
(ON DELETE CASCADE) linking each Plan Measure to its Plan, replacing the
plan_recommendations m2m for new writes. from_domain mappers convert CO2
kg → tonnes to match the live column contract and derive post_epc_rating
from the rounded SAP. Only the impact + cost + identity columns the tracer
fills are declared; energy/bill, U-value, valuation, labour, plan_type are
left to later slices.
- PlanRepository port + PlanPostgresRepository.save(plan, *, property_id,
scenario_id, portfolio_id, is_default) -> plan id. Idempotent replace:
deleting the Plan cascades to its recommendation rows via plan_id, so a
re-run overwrites (ADR-0012). No commit — the UoW owns the transaction.
2 tests (persist + idempotent re-run); pyright strict clean; 73 pass across
repositories/modelling/orchestration with no regressions.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Slice 1 of the #1157 build. The FE creates a Scenario and passes only
its id to the pipeline; the Modelling stage reads it back here.
- domain/modelling/scenario.py: thin `Scenario(id, goal, goal_value,
budget, is_default)` — the slice the stage uses today (goal/budget for
the Optimiser later; is_default drives plan.is_default). No phases
(ADR-0005); legacy file-path/aggregate columns not modelled.
- infrastructure/postgres/scenario_table.py: `ScenarioRow` SQLModel
mirror of the live `scenario` table (ADR-0017), declaring only the
read columns; goal mapped as its string value.
- ScenarioPostgresRepository.get_many(scenario_ids) -> list[Scenario]:
bulk read, input-order-preserving, raises on a missing id.
The method shape lives on the concrete repo for now; it is promoted to
an @abstractmethod on the port when the real orchestrator is wired and
the bare-stub instantiations retire (keeps the stubbed Modelling wiring
composing meanwhile). 2 tests, pyright strict clean.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Adds the file-backed Product catalogue — the stopgap source for costs
the ETL does not yet supply, behind the same ProductRepository port as
ProductPostgresRepository. The JSON file maps each Measure Type to its
fully-loaded unit cost; the per-Measure-Type contingency is joined from
config (not stored in the file), so config stays the single source of
truth for contingency — mirroring the Postgres repo's mapping.
Strict-raises (ValueError) on an absent measure type, a non-object
entry, or a missing/non-numeric unit_cost_per_m2, matching the
repo-wide strict-no-silent-default convention. tmp_path-backed tests,
no DB fixture needed.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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>
The PropertyBaselineOrchestrator now reads the current Fuel Rates snapshot
once per batch, builds a BillDerivation, and prices each scored property's
SapResult -> EnergyBreakdown into a Bill carried on PropertyBaselinePerformance
(None only on the stub no-calculator path). The Bill is flattened onto nullable
bill_* flat columns (per-section kwh+cost, standing charges, SEG credit, total)
on the postgres table, with bill_total_annual_bill_gbp as the not-null
discriminator on read-back. Section absent from the bill stays None, not 0.
Updated all four orchestrator construction sites to inject the FuelRatesRepository
port (handler + three test sites), and the FE migration doc to reflect the
prefixed columns and that they are now populated.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
PR feedback: adapters here are <aggregate>_<backend>_repository (e.g.
property_baseline_postgres_repository). Rename the fuel-rates adapter to
match — file static_file_fuel_rates_repository.py ->
fuel_rates_static_file_repository.py and class StaticFileFuelRatesRepository
-> FuelRatesStaticFileRepository, plus its test. git mv preserves history.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Slice 1 of Bill Derivation — the reference-data foundation that later slices
price the calculator's per-end-use kWh against:
- Fuel enum (canonical billing fuels; the join key between the calculator's
SAP-code fuels and the rates snapshot). COAL + HEAT_NETWORK are members with
no national rate.
- FuelRates value object: unit_rate_p_per_kwh / standing_charge_p_per_day /
seg_export_p_per_kwh; raises UnpricedFuel on a fuel it has no rate for rather
than billing at a wrong default.
- FuelRatesRepository port (ADR-0011 Repo-reads-stored-reference-data) +
StaticFileFuelRatesRepository reading a committed JSON snapshot.
- Snapshot fuel_rates_2026_q2.json: GB national, Apr-Jun 2026 Ofgem cap
(gas/electricity) + DESNZ/NEP May 2026 (off-gas). Carries the full researched
data; the value object exposes single-rate fuels this slice. Off-peak
(day/night), house coal and heat network raise UnpricedFuel until later slices.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Final slice of ADR-0012: collapse the per-property read round-trips a batch
made (Baseline hydrated ~8 queries x 30 properties one at a time) into a
handful of per-table IN queries.
- EpcPostgresRepository: extracted a shared `_compose(rows)` from `get` (the
windows + floor-dim fetches are now passed in, not fetched inline), so both
`get` and the new `get_for_properties(property_ids)` build EpcPropertyData
from pre-fetched rows. `get_for_properties` fetches each child table once
(`WHERE epc_property_id IN ...`), groups in memory, and composes — load-whole
per ADR-0002.
- PropertyRepository.get_many(property_ids) -> Properties: one query for the
property rows + one bulk EPC hydration, composed in input order.
- BaselineOrchestrator / IngestionOrchestrator read the batch via get_many
instead of N x get.
- Ports + fakes gain the bulk methods.
The #1129 round-trip fidelity test stays green (the compose extraction is
behaviour-preserving). New tests: bulk hydration correctness + round-trips are
constant w.r.t. batch size (one-per-table, proven by query count). 123 pass;
pyright strict clean; AAA.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Re-runs of a First Run batch re-save a property's data; that must replace,
not duplicate (ADR-0012 idempotent batch writes).
- `EpcPostgresRepository.save` deletes the property's existing EPC graph
(parent + all child tables, floor-dims via their building parts) before
inserting, when a `property_id` is given. Anonymous saves still insert.
- `BaselinePostgresRepository.save` deletes the existing row for the
`property_id` before inserting — no more unique-constraint violation on
re-save; also what the re-score-on-override path needs.
- Solar already upserts, so it's unchanged.
The #1129 round-trip fidelity test stays green (delete-first is a no-op on
a first save). 2 new tests (re-save replaces, not duplicates). pyright
strict clean; AAA.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
First slice of the per-stage batch-transaction refactor (ADR-0012). A
UnitOfWork is the single transaction a stage runs its batch in: a context
manager exposing the DB repos bound to one session, committing once on
`commit()` and rolling back on exception or exit-without-commit
(all-or-nothing per batch, fail noisily).
- `UnitOfWork` (port): `property` / `epc` / `solar` / `baseline` repos +
`commit()` / `rollback()`; `__exit__` rolls back uncommitted work.
- `PostgresUnitOfWork(session_factory)`: opens a Session from an injected
factory (a module-scoped engine + sessionmaker in prod, so the pool is
reused across warm invocations), binds the Postgres repos to it, closes
on exit.
Not yet wired into any orchestrator — that lands in the Baseline /
Ingestion refactor slices. 3 tests against ephemeral PG (commit durable
across units; exception rolls back; no-commit persists nothing). pyright
strict clean; AAA.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Stage 2 of First Run. Establishes each Property's Baseline Performance
from persisted source data and writes it back — reads only from repos,
never a Fetcher or HTTP (ADR-0003), so it is byte-identical whether
Ingestion ran milliseconds ago or last week.
Domain (`domain/baseline/`):
- `Performance` VO — the four rated quantities: SAP / EPC Band / CO2 /
Primary Energy Intensity. `lodged_performance(epc)` reads them off the
EPC's recorded fields (PEUI = `energy_consumption_current`).
- `BaselinePerformance` (ADR-0004) — the paired `lodged` + `effective`
Performance + `rebaseline_reason`, plus the no-derivation part of the
energy block (`space_heating_kwh` / `water_heating_kwh`, off the RHI,
deterministic per ADR-0006). Both halves always populated.
- `Rebaseliner` port + `StubRebaseliner`: the re-score-on-override seam
(ADR-0011). SAP10 certs pass through (effective == lodged, reason
"none"); a pre-SAP10 cert raises `RebaselineNotImplemented` rather
than fabricating a plausible-but-wrong "none" — ML rebaselining is not
wired yet. Mirrors the repo's strict-raise culture.
Persistence: new `BaselineRepository` port + `BaselinePostgresRepository`
+ flat-column `baseline_performance` SQLModel (one row per Property). Per
ADR-0004's amendment this is a standalone table, NOT columns on the
retiring `property_details_epc`. Production migration is FE-owned
(Drizzle) — docs/migrations/baseline-performance-table.md.
Docs (grill-with-docs): corrected CONTEXT.md Lodged/Effective Performance
to Primary Energy Intensity (the term collided with its own _Avoid_ entry
under "heat demand") + fixed stale RHI field names; amended ADR-0004
Consequences for the standalone-table decision.
Fuel split + bills (rest of EPC Energy Derivation) deferred to a
follow-up — they need a Fuel Rates source (Ofgem-cap ETL) that does not
exist yet.
TDD, one test -> one impl: 7 tests (lodged read, rebaseliner pass-through
+ raise, orchestrator establish-and-persist + pre-SAP10 raise, Postgres
round-trip + absent). pyright strict clean; AAA layout.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Add Coordinates value object + GeospatialRepository port + GeospatialS3Repository
adapter. Resolves a Property's lon/lat from the partitioned Ordnance Survey
Open-UPRN parquet (filename_meta -> partition -> UPRN row). A Repo, not a
Fetcher (ADR-0011): no live OS API call. The parquet reader is injected, so it's
unit-tested against fixture parquets with no S3/network; returns None when the
UPRN is uncovered or absent. pyright strict clean.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Move the EpcClientService package (client + _retry + exceptions + tests) from
the dying backend/ tree to infrastructure/epc_client/ as the New-EPC-API Fetcher;
update the two callers (address2UPRN, a script). All 14 client tests pass.
Add SolarRepository port + SolarPostgresRepository persisting Google Solar
building insights as JSONB (solar_building_insights table), one row per Property.
The EPC repo half of this slice already landed in #1129. pyright strict clean.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
