Orchestrator runs recommend_secondary_heating_removal; report._triggers_for
explains it via the lodged secondary_heating_type; harness catalogue + ARA seed
price it. Re-pins the golden/integration plans it shifts: it is a cheap (\£250)
SAP lever, so on gas-main certs lodging an electric secondary (691) it displaces
the \£12k ASHP (0330, 0036) or joins the all-beneficial-measures package (000490,
where its marginal SAP is 0 under the category-4 ASHP but the heater is still
physically removed). Consistent with the optimiser's existing kitchen-sink
package behaviour.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Two cascade tests on the worksheet-pinned 001431 build_epc() (the user's
before/after Summary PDFs trip the documented 001431 window-extraction bug, so
the repo's sanctioned 001431 baseline is used instead):
- electric-storage main (code 402) + secondary 691: removal reproduces the
secondary-removed cert at delta 0 — RdSAP §A.2.2 re-forces a default secondary,
matching the user's F35→F35 example;
- gas combi main (code 104) + secondary 691: removal strictly raises SAP
(74.22→77.61) — the Table 11 fraction reallocates to the cheaper main.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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>
recommend_secondary_heating_removal offers one standalone Option that clears the
lodged secondary system. Eligibility is purely physical (offer iff
sap_heating.secondary_heating_type is set) — no effectiveness gate, since a
lodged secondary is a fixed emitter per RdSAP (portables are ignored), and the
electric-storage §A.2.2 no-op is the Optimiser's call (ADR-0028 decisions 1-2).
Priced at a flat per-dwelling decommission cost, not room-scaled.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The first overlay surface that sets fields to *absent* rather than to a
target state: _fold_secondary_heating clears sap_heating.secondary_heating_type
+ secondary_fuel_type, so the calculator's Table 11 secondary-fraction split
(SAP 10.2 §9a) routes 100% of space heating to the main. On an electric-storage
main RdSAP §A.2.2 re-forces a default secondary, making removal a no-op there —
left to the Optimiser to de-select (ADR-0028 decisions 2-3).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Don't offer a like-for-like gas boiler swap to a dwelling whose existing gas
boiler is already at least as efficient as the new condensing boiler (SAP 10.2
Table 4b codes 102/104 = 84% winter) — it gains nothing, and the dwelling gets
the tune-up (cylinder + controls) instead. `_already_condensing` compares the
existing code's Table 4b winter efficiency to 84%; a non-Table-4b code (solid
fuel) has no comparable efficiency and is never treated as already-condensing.
The gate is GAS-ONLY: a non-gas boiler → gas is a fuel switch whose value (cost
/ carbon) is not captured by winter efficiency, so oil/LPG/coal → gas is never
suppressed on efficiency grounds (only gated on the mains-gas connection).
This correctly demotes the gas-with-cylinder example (cert lodges code 114
"Regular, condensing", 84% winter) to a tune-up case — confirming that 114→102
is ~0 boiler-efficiency gain in both our calc and Elmhurst (both Table 4b 84%);
Elmhurst's uplift there came from the cylinder + flue, not the boiler. The
boiler-with-cylinder overlay stays validated by the lpg pin (code 115, non-
condensing + cylinder) and by recasting the 114 fixtures' code to a pre-1998
non-condensing boiler (110) in the boiler tests — the overlay overwrites the
code to 102 regardless, so only eligibility changes, not the delta-0 result.
New tests: an already-condensing gas boiler yields no boiler upgrade (but a
tune-up); an oil condensing boiler is not gated (the fuel switch survives).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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>
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>
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>
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>
Slice 8 of the Solar PV Recommendation Generator (ADR-0026). The
ModellingOrchestrator now reads each Property's persisted Google Solar
buildingInsights JSON (uow.solar), projects it once per Property into a typed
SolarPotential via `_solar_potential_for` (None for a missing or error
payload), and threads it into `recommend_solar` alongside planning_restrictions
— mirroring the ASHP wiring. Solar fires only when a feasible potential is
present, so dwellings without fetched solar data are unaffected.
FakeSolarRepo now returns None for an unseeded Property (was raising) and
supports `by_property` seeding, so the orchestrator's new solar read is exercised.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Slice 6 of the Solar PV Recommendation Generator (ADR-0026). `recommend_solar`
emits one "Solar PV" Recommendation of up to five conservatively-sized configs
× {no battery, battery} = ≤10 competing Options (a free Optimiser candidate).
Each Option folds a SolarOverlay built from the chosen config: one
PhotovoltaicArray per non-north segment (peak_power = panels × panelCapacityW /
1000; orientation/pitch from geometry; generation-calibrated overshading),
is_dwelling_export_capable set True absolutely, a diverter when the dwelling
has a cylinder (None for a combi), a 5 kWh battery for the battery variant, and
the per-config composite cost from Products.solar_bundle_cost.
Eligibility = house/bungalow ∧ not listed/heritage (blocks_internal, the same
gate as ASHP — a conservation area does NOT block PV) ∧ no existing PV ∧ a
feasible SolarPotential. Flats and existing-PV top-up are deferred.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Slice 7 of the Solar PV Recommendation Generator (ADR-0026). Adds the
composite per-dwelling Solar PV cost on the Products collection (ADR-0025
pattern): pv_system(kWp band, nearest of the ECOPV06-13 EA bands 1.0→4.5 kWp,
floor/cap at the ends) + scaffolding(£900 first elevation + £450 each
additional, default 2) + enabling base (EICR £150 + DNO £50 + 2-way consumer
unit £330) + [diverter £980 if cylinder] + [battery if the with-battery
variant] → Cost(total, contingency_rate 0.15).
Rates are data in the committed solar_rates.json (Southern Housing "SOLAR PV &
BATTERY" EA column), loaded via SolarRates.from_json/.default and injectable.
The £2,000 / 5 kWh battery is NOT on the rate sheet — a flagged estimate
(battery_estimate=true), confirmed with the user to stand in until a DB rate.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Slice 5 of the Solar PV Recommendation Generator (ADR-0026). Adds the flat
`SolarOverlay` and `_fold_solar`, the sixth Simulation Overlay surface: like
the ventilation/lighting overlays it targets no building part and folds its
fields onto `sap_energy_source` (home of the SAP Appendix M PV inputs) —
photovoltaic_arrays (absolute target, one PhotovoltaicArray per non-north
segment, replacing the dwelling's existing arrays), pv_diverter_present,
pv_connection, is_dwelling_export_capable (set True absolutely), pv_batteries.
Omitted fields leave the baseline unchanged (combi → no diverter); the
baseline is never mutated.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Slice 4 of the Solar PV Recommendation Generator (ADR-0026).
`select_conservative_configs` turns Google's full solarPanelConfigs ladder
into up to five competing array configs for the Optimiser: drop north-facing
planes (within 30° of due north, wrap-aware), cap usable panels at ~70% of
maxArrayPanelsCount (imagery misses obstructions; MCS edge setback), collapse
rungs that trim to the same usable size keeping the higher-generation layout,
then sample five spanning min→max by expected generation. Returns () when
nothing usable remains.
Real London example → 5 rungs at 4/12/19/26/34 panels (all ≤34.3 = 70% of
49); synthetic cases pin the north-drop and the 70% cap.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
