Slice 2 (ADR-0021). `recommend_roof_insulation` now owns the loft branch as the
fallback — a plain pitched loft, a thatched roof (the covering doesn't block
insulating the loft floor), or an unlodged roof type all take loft (joist)
insulation at 300 mm when `roof_insulation_thickness == 0`. Sloping is tested
first; a no-access roof gets nothing. Retired the standalone
`recommend_loft_insulation`; the orchestrator and its tests now call the
dispatcher.
Pinned: thatch before→after (None→300) reproduces at 1e-4; the existing loft pin
still holds through the dispatcher. Behaviour-preserving on the golden cohort
(roof measure unchanged: none across all 57) — the dispatch is strictly more
precise (won't fire loft on a sloping/no-access roof).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Slice 1 of the roof-insulation generator (ADR-0021). New `recommend_roof_insulation`
dispatcher keys on the `roof_construction_type` string: a "sloping ceiling" roof
that is uninsulated (roof_insulation_thickness 0/None) gets a single
`sloping_ceiling_insulation` Option whose overlay raises roof_insulation_thickness
to 100 mm. Pinned against the Elmhurst before→after cert 001431 at 1e-4.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
RdSAP 10 §12 (PDF p.62) Dual-meter dispatch: "the choice between 7-hour
and 10-hour is made by the main heating type ... if the main system is a
direct-acting electric boiler (191), or electric room heaters ... it is
10-hour tariff." The electric room-heater codes — Table 4a 691 (panel/
convector/radiant), 692 (fan), 693 (portable), 694 (water-/oil-filled),
699 (assumed) — were missing from `_RULE_3_TEN_HOUR_CODES` (the long-
standing TODO there), so a Dual-meter room-heater cert fell through to
Rule 4 (7-hour default).
Compounded with S0380.230 (which routes room heaters to Table 12a
OTHER_DIRECT_ACTING_ELECTRIC): at 7-hour the high-rate fraction is 1.00
(all at 15.29 p), but at the correct 10-hour it is 0.50 split over the
10-hour rates (14.68 / 7.50 p) → blended ~11 p. Without this fix .230
over-charged and flipped the cluster from over- to under-rating.
1,000-cert 2026 API sample: cat-10 mean |err| 7.11 → 5.26, signed mean
+5.08 → -0.86 (now balanced, 22 over / 26 under — the systematic
directional bias is gone). Overall mean |err| 2.16 → 2.04. Full §4 suite
green (2406 passed).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
SAP 10.2 Table 12a Grid 1 (PDF p.191): an electric room heater (RdSAP
main_heating_category 10, e.g. SAP code 691) is direct-acting electric,
so it sits on the "Other systems including direct-acting electric" row —
7-hour high-rate fraction 1.00, 10-hour 0.50. It runs on demand, mostly
at the HIGH rate; it does NOT earn the 100%-low-rate of overnight storage
charging (which is category 7).
`_table_12a_system_for_main` only mapped ASHP, so an electric room heater
fell through to the "100% low-rate" fallback (5.50 p, £0.0550), under-
charging space heating by ~9.79 p/kWh and systematically OVER-rating the
cluster. Now maps electric cat-10 mains to OTHER_DIRECT_ACTING_ELECTRIC
(gated on `_is_electric_main`, so gas/solid-fuel cat-10 room heaters are
excluded). The same Table 12a fraction flows through cost, CO2 (Table
12d) and PE (Table 12e) — all three callers already pre-gate on electric.
Mirror of S0380.228 (same fallback bug for electric SECONDARY heating).
1,000-cert 2026 API sample (no worksheet for this cluster — ±0.5-vs-lodged
fallback bar): cat-10 mean |err| 9.49 → 7.11, %<0.5 10.4% → 16.7%;
headline %<0.5 42.5% → 42.9%, overall mean |err| 2.29 → 2.16. cat-7
(storage) and cat-2 (gas) unchanged. Full §4 suite green (2405 passed).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
SAP 10.2 Table 3 (PDF p.160) row 1: primary circuit loss applies when
"hot water is heated by a heat generator (e.g. boiler) connected to a
hot water storage vessel via insulated or uninsulated pipes". The Table
4a hot-water-only codes (PDF p.166) 911 gas / 912 liquid / 913 solid
boiler-circulator + 921-931 range cooker with boiler are each a heat
generator feeding the cylinder through a primary loop.
`_primary_loss_applies` keyed only off the resolved DHW `main` — but for
these certs `_water_heating_main` returns the SPACE main (e.g. electric
storage heaters, SAP code 402, which has no primary loop), so every
boiler branch missed the gas water-boiler's primary circuit and (59)m
went to zero. New branch keys off `water_heating_code` ∈
`_WATER_HEATING_BOILER_CIRCULATOR_CODES`. 941 (electric HP for water
only) is excluded — HP DHW vessels follow the Table 3 integral-vessel
rules.
Simulated case 19 (electric storage main + WHS 911 + 210 L cylinder):
(62)m total HW demand 2493.30 → 3169.98 kWh/yr, matching the worksheet
(the missing 676.68 kWh/yr = the worksheet's (59) primary-loss annual
sum, h=5/p=0). The remaining (64)/(219) gap is the PV diverter (63b),
deferred to its own slice.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
System-built (precast/no-fines concrete) takes both solid-wall Options like
solid brick (ADR-0019), keyed on `wall_construction == 6` (WALL_SYSTEM_BUILT,
Elmhurst `SY`). A basement-suitability guard (`main_wall_is_basement`) is added
since a below-ground basement wall is never EWI/IWI-suitable.
This is currently inert: `B Basement wall` also maps to 6 (mapper.py:2100) and
`main_wall_is_basement` is derived as `wall_construction == 6`, so every code-6
wall reads as basement and is guarded out — the live cohort is unchanged. The
system-built EWI/IWI cascade pin is committed as a strict-xfail tripwire that
flips green the moment the calculator disambiguates system-built from basement
(MAIN wall_construction==6 with main_wall_is_basement False). `wall_construction
== 8` is Park home, not system-built — not keyed.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
SAP 10.2 Table 12a Grid 1 (PDF p.191): secondary heating is a direct-
acting electric room heater (RdSAP 10 §A.2.2 default), on the "Other
systems including direct-acting electric" row — 7-hour high-rate fraction
1.00, 10-hour 0.50. A room heater runs on demand, mostly at the high
rate; it does NOT earn the 100%-low-rate of overnight storage charging.
`_secondary_fuel_cost_gbp_per_kwh` previously returned the flat off-peak
LOW rate (5.50 p, £0.0550) for every off-peak electric secondary, under-
charging by 9.79 p/kWh. New `_secondary_off_peak_rate_gbp_per_kwh` mirrors
`_space_heating_fuel_cost_gbp_per_kwh`: it blends the Table 12a high-rate
fraction (OTHER_DIRECT_ACTING_ELECTRIC) against the Table 32 high/low
rates, with the 18-/24-hour fallback to the low rate.
Simulated case 19 (electric storage main + electric secondary, Dual/7-hour
meter) is the worksheet case (242): "Space heating - secondary
(1.00*15.29 + 0.00*5.50)" → 15.29 p/kWh = £0.1529. This was the primary
cat-7-cluster cost driver: total cost 1485.68 → 1835.53 (worksheet
1816.58), SAP cont 60.11 → 50.67 (worksheet ~51.22). Remaining +19 cost
is HW/space-heating kWh (next slices).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
SAP 10.2 Table 2b note b (PDF p.159) applies the ×0.9 temperature-factor
reduction only when DHW is "separately timed" relative to space heating
on a SHARED heat generator ("boiler systems, warm air systems and heat
pump systems"). Per RdSAP 10 §10.5.1 (PDF p.55) a separate boiler/
circulator providing DHW only (water-heating code 911 = "Gas boiler/
circulator for water heating only") is NOT the main space-heating system
— so there is no shared timer to apply the ×0.9 against. `_separately_
timed_dhw` now returns False when water_heating_code is not "from main /
2nd-main system" ({901,902,914}), mirroring the existing WHC 903 electric-
immersion carve-out.
Simulated case 19 (electric storage main SAP 402 + WHS 911 + 210 L
loose-jacket cylinder) is the worksheet case. The single flag drives both:
- (53) Temperature factor: 0.54 → 0.6000 (worksheet base, no ×0.9)
- (55) storage loss/day: → 3.4531; (56)/(57)m Jan → 107.0456 (1e-4)
- (59)m primary loss: h=3 (43.31) → h=5 (Jan 64.5792), worksheet-exact
This also worksheet-pins S0380.224's loose-jacket storage loss magnitude
at 1e-4, previously only direction-validated.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Bump HEAD/next-slice/baseline, note the committed scripts toolkit, and add
the active "simulated case 19" section: the electric-storage-heater +
loose-jacket worksheet the user generated, what S0380.226 unblocked, and
the prioritised cluster bugs it exposed (cost (255) -334 = the +9 SAP
driver; Table 2b TF x0.9; WHS-911 storage-vs-combi routing; fabric +1.0).
Updated the "what to generate" ask to the two highest-value follow-ups
(electric room heaters; Sheltered/Adjacent RR gables).
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>
Captures the wide-scale 2026-register study (41.8% <0.5, heating-driven
cluster table), the 7 slices shipped (S0380.219-225), the prioritised
remaining work (electric-heating clusters + worksheet-backed raises), and
the single highest-ROI worksheet to generate: an electric-storage-heater
house with a loose-jacket cylinder + a room-in-roof with Sheltered/
Adjacent gables + an extension — one document that validates the #1
accuracy cluster, pins the S0380.224 loose-jacket fix at 1e-4, closes the
gable_wall_type Table 4 raise, and exercises multi-bp fabric.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Slice 3b+3d (ADR-0019/0020). Property gains a planning_restrictions attribute
(default unrestricted); the ModellingOrchestrator threads it from the Property
through _plan_for -> _scored_candidate_groups -> _candidate_recommendations into
recommend_solid_wall, replacing the unrestricted default. run_modelling exposes
a planning_restrictions param so the offline harness can inspect restricted
properties. Integration test: a listed solid-brick dwelling that gets IWI when
unrestricted now yields no wall insulation. 145 tests pass.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The §10.7 no-water-heating default cylinder raised UnmappedSapCode for
age bands A-F (2 certs in a 2026 sample, bands B + C) because Table 29's
"A to F: 12 mm loose jacket" row wasn't plumbed — the loose-jacket
storage-loss branch didn't exist. S0380.224 added it, so this slice
completes the Table 29 lookup.
Restructure _TABLE_29_DEFAULT_CYLINDER_INSULATION_BY_AGE to carry
(cylinder_insulation_type, thickness_mm) per band — A-F → (loose jacket,
12), G/H → (factory, 25), I-M → (factory, 38) per RdSAP 10 Table 29
(PDF p.56) — and have the default read both, setting the loose-jacket
type for A-F instead of hardcoding factory. The strict-raise is retained
only for an absent / out-of-A-M age band (no Table 29 row).
Validated: certs 2211 (band B, SAP 49.8 vs lodged 52) and 3420 (band C,
11.2 vs 11) now compute. §4 + golden suite 2395 passed — the corpus
"no system" cert (age G, 25 mm factory) is unchanged. cert_to_inputs.py
pyright unchanged at 32; new test suppresses reportPrivateUsage.
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>
`_cylinder_storage_loss_override` returned None for any cylinder whose
cylinder_insulation_type wasn't 1 (factory), so a loose-jacket cylinder
(code 2, RdSAP 10 field 7-11) fell to the cascade's zero-storage-loss
combi/instantaneous default — its real storage loss vanished. SAP 10.2
Table 2 Note 1 gives loose jacket a SEPARATE, ~2× higher loss factor
(L = 0.005 + 1.76/(t+12.8) vs factory 0.005 + 0.55/(t+4)); the
cylinder_storage_loss_factor_table_2 helper already implements it — only
the dispatch was missing.
Fix: a `_cylinder_storage_loss_insulation_label` resolver maps the lodged
code to the Table 2 branch (1 → factory_insulated, 2 → loose_jacket;
None/0/unknown → None, keeping the conservative no-loss default). The
override and the HW storage call now route through it instead of
hardcoding "factory_insulated".
Evidence + validation: a random 2026 register sample has 22 loose-jacket
certs that over-predicted SAP by +2.29 mean (18/22 too high, 1/22 within
0.5) — the exact signature of under-counted HW storage loss. After the
fix their mean error collapses to +0.45 and 11/22 land within 0.5, with
ZERO regression across the worksheet-validated cohort (§4 + golden suite
2394 passed — no validated cert lodges loose jacket, so none shifts).
Also unblocks the §10.7 A-F no-water-heating default (next slice) which
needs the loose-jacket branch. cert_to_inputs.py pyright unchanged at 32.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Slice 2e. recommend_solid_wall joins the orchestrator's fabric generator pool
(restrictions default unrestricted until slice 3 sources them); the harness
catalogue + contingencies (26%) gain external_wall_insulation /
internal_wall_insulation. run_modelling on an uninsulated solid-brick dwelling
(baseline SAP 36.6) now selects internal wall insulation into the optimised
package; the catalogue-completeness guard covers both new measure types.
Golden cohort 57/57 still error-free; IWI now fires on a real cohort cert.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Slice 2d. A flat can take IWI (its own unit) but not EWI (whole-block
coordination) — ADR-0019. _is_flat handles both ingestion representations:
the Elmhurst name form ('Flat') and the API stringified RdSAP code ('2' = Flat
per PROPERTY_TYPE_LOOKUP). Completes slice 2's eligibility surface.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Slice 2c. recommend_solid_wall takes a PlanningRestrictions value object
(defaults unrestricted): a conservation area removes the EWI Option (external
appearance), a listed or heritage building removes both EWI and IWI (protected
fabric) -> None when nothing survives (ADR-0019). Plus a guard that a cavity
wall yields no solid-wall Recommendation (it is handled by recommend_cavity
_wall). PlanningRestrictions will be sourced onto the Property from the
geospatial layer in slice 3 (ADR-0020).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
5 certs in a 2026 API sample raised `KeyError: 'rr_common_wall_area_m2'`
and were blocked from computing. Root cause: `_part_geometry`'s early
return (taken when a building part lodges no sap_floor_dimensions —
e.g. a party-wall-only or RR-only extension as bp[0]) returned only 6 of
the 9 keys the full return exposes, omitting rr_common_wall_area_m2,
rr_gable_area_m2 and cantilever_floor_area_m2. The §3.9 RR contribution
block reads geom["rr_common_wall_area_m2"] / ["rr_gable_area_m2"] for
EVERY part, so the floorless part's truncated dict raised KeyError at
heat_transmission.py:974.
Fix: the early return now exposes all 9 keys, the three RR/cantilever
geometry values defaulting to 0.0 — correct, since a part with no floor
dimensions has no derivable RR shell or cantilever (no floor area).
Pure contract-completion bug; no spec/U-value change.
Regression test pins the invariant directly: a floorless part's
_part_geometry keys must equal a with-floors part's keys. Validated: all
5 certs now compute (4 within ~2 SAP of lodged; the 5th, 8536, has a
separate residual). §4 suite 2393 passed; heat_transmission.py pyright
unchanged at 12, test file at 71.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Slice 2b. Timber frame (wall_construction=5) takes internal wall insulation but
not external (not constructable — ADR-0019), so the generator offers IWI only.
Cascade pin: the IWI Option reproduces the re-lodged timber-frame after at
abs(diff) <= 1e-4 (general Table 6 insulation-thickness bucket, not the solid-
brick documentary path).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Slice 2a. New recommend_solid_wall emits one Main-wall Recommendation carrying
External + Internal wall-insulation Options for an uninsulated (wall_insulation
_type=4) solid-brick (wall_construction=3) main wall, each priced at the heat-
loss wall area. Cascade pin: the generator's EWI and IWI Options reproduce
their respective re-lodged afters at abs(diff) <= 1e-4.
Detection keys on wall_construction code, not description (ADR-0019 note
corrected): the Elmhurst ingestion path leaves walls[].description empty, so
the code is the only cross-path signal; codes 1-5 are consistent.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Slice 1 of solid-wall insulation. BuildingPartOverlay gains a
wall_insulation_thickness field; the generic applicator already folds it onto
SapBuildingPart by name. With wall_insulation_type=1 (EWI) / 3 (IWI) + 100 mm,
the calculator derives the post-insulation U-value (§5.8 documentary path,
λ=0.04 default) — and for IWI also lowers the thermal-mass parameter. Two new
Elmhurst before/after cascade pins (solid-brick EWI + IWI, cert 001431)
reproduce the re-lodged after at abs(diff) <= 1e-4 across SAP/CO2/PE.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Record S0380.218 shipped, bump HEAD/next-slice, note both certs are
0-residual cross-validated golden fixtures and flag the optional
Summary-path regression guard as the cheap follow-up.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Next-agent brief: fetch certs fresh from the EPC API (two new API+Summary+
worksheet triples for cross-mapper parity, plus six dashboard-flagged certs).
Flags the critical reconciliation: the user's flagged numbers don't match the
golden-fixtures cascade (0390-2954-3640 pinned +0 but flagged -6.85; 7536/2130
flags are pre-this-session), so fresh-raw-JSON-vs-curated-fixture or a
different engine must be reconciled before debugging. Documents the EPC API
fetch mechanism, the dropped-field audit method, this session's 4 fixes, and
the conventions.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Second silently-dropped field from the 2130 audit: the schema-21
SapBuildingPart never declared `wall_insulation_thermal_conductivity`, so
`from_dict` discarded it. Captured it through schema 21.0.0/21.0.1 → domain
SapBuildingPart → API mapper, and wired it into u_wall's RdSAP 10 §5.8
documentary-evidence R-value calc (both the solid-brick §5.7/§5.8 path and
the cavity-composite path), replacing the bare 0.04 λ constant with a
resolved λ.
Resolver: absent / "Unknown" → the §5.8 default 0.04 W/m·K (mineral wool /
EPS); a mapped code → its λ; an unmapped integer code RAISES so the enum is
confirmed against a worksheet rather than silently mis-factored (same
incremental-coverage discipline as the glazing-type map). Only code 1
(= the default 0.04) is mapped — the sole observed value (cert 2130 Ext1).
Zero cascade effect today: the λ path fires only for solid-brick/cavity
walls with a *measured* wall thickness, and 2130 Ext1 lodges no wall
thickness, so its conductivity is captured-but-unused; all existing §5.8
certs lodge no conductivity → 0.04 default unchanged. The point is to stop
dropping lodged data and make λ correct when a future cert exercises it.
Suite: 2523 passed (1 pre-existing TFA fail); sap10_ml 237 passed (2
pre-existing stone-formula fails). Zero new pyright errors (46=46).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The Plan derives its Valuation Uplift (ADR-0018) from its baseline -> post
band jump and works+contingency cost, given one external input — the
Property's current market value (a Property Valuation, mostly absent).
`Plan.valuation` / `Plan.baseline_epc_rating` are derived like the other
headline figures; `PlanModel.from_domain` maps the £ forms to the live
plan.valuation_* columns (NULL when no value — the percentage is not
persisted on those columns). `Property.current_market_value` is the new
optional source; the orchestrator threads it onto the Plan. `run_one`
takes a `current_market_value` so the harness can value the uplift, and
the sense-check table shows the average % (always) plus the £ forms when
known.
Sourcing the current market value (upload / default) remains deferred
(ADR-0018); it is None throughout until that lands, so the columns stay
NULL at scale.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
A "Pitched, sloping ceiling" roof (roof_construction code 8) lodged with
"As Built" insulation (no measured thickness → None) was wrongly routed to
RdSAP 10 Table 18 column (1) "insulation between joists or unknown". A
sloping ceiling has no joist void, so per RdSAP 10 §5.11 roof-input item
5-5 ("Sloping ceiling insulation … unknown / as built → Table 18") and
Table 18 note (b) ("Applies also to roof with sloping ceiling") it takes
column (3) — band F = 0.68, band L = 0.18 (vs col 1 0.40 / 0.16).
Discriminator is the code-8 "sloping ceiling" string only: code-5 vaulted
ceilings stay on column (1) per the 33 cohort-2 "ND" vaulted certs
(S0380.211), and the "NI"/"ND" unknown case is untouched. New
`is_pitched_sloping_ceiling` flag threaded from heat_transmission to
`u_roof`; pre-1950 bands already reach the same col (3) value (2.30) via
the mapper's thickness=0 → Table 16 row-0 override, so the new branch
carries the post-1950 bands where col 1 ≠ col 3.
Worksheet-validated by simulated case 15 (the 7536 replica): our cascade
on its Summary matches the P960 worksheet exactly — roof HLC 29.17 W/K,
cont SAP 65.04 vs 65. Re-pins golden cert 7536: roof 26.77 → 29.17, cont
SAP 69.071 → 68.924, PE -7.0776 → -6.1952, CO2 -0.1875 → -0.1639 (SAP
integer 68, resid +1 unchanged — the remaining +0.92 is a diffuse demand
under-count needing a fully-faithful worksheet). Blast radius: 7536 only.
Suite: 2388 passed, 1 skipped (main); sap10_ml 233 passed + 2 pre-existing
stone-formula failures (out of scope). Zero new pyright errors.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The financial-uplift model per ADR-0018. `estimate_valuation_uplift(
current_band, target_band, current_value=None, total_cost=None)` returns
a `ValuationUplift`: band-transition uplift compounded from four broker
tables (MoneySupermarket / Lloyds per-step, Knight Frank / Rightmove
whole-jump), taking min/max/mean across the covering sources. Always a
percentage; absolute £ forms (increase at each bound + post-retrofit
value) only when a current market value is supplied; the 2x ROI cap
rescales the percentages and can only bite once a value is known. A
non-improving jump is a clean 0% no-op.
Pure function, no external dependency. Persisting it (where the value
lands) and sourcing the current market value stay deferred (ADR-0018).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Expand half of the recommendation_materials retirement (ADR-0017). A
Plan Measure installs a single Product, so thread its catalogue id end to
end — Product.id -> MeasureOption.material_id -> PlanMeasure.material_id
-> recommendation.material_id — replacing the per-material BOM child
table with one nullable column on the row. ProductPostgresRepository
reads the id from MaterialRow; the four fabric generators set it on their
Option; the orchestrator carries it onto the Plan Measure; the mirror
declares + maps the column. Optional throughout (the JSON stopgap
catalogue carries no ids -> NULL).
The multi-measure integration test now pins each persisted measure's
material_id to its seeded MaterialRow id. Migration spec (live column
must be added before this deploys; contraction is the owner's next step)
in docs/migrations/recommendation-material-id.md.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Per each cert's notes: 7536 is a glazing-U gap (S0380.97 glazing_type=2
Table 24 default vs the cert's higher lodged U on multi-age bps) — the
tractable target; 2130's SAP +1 is a PV-β cohort cascade interaction, not
a fabric line. The earlier "multi-part wall, shared cause" label was wrong.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Add a CURRENT PRIORITY section: of 53 pinned golden certs, 3 have non-zero
SAP residual. 2130 (+0.85 cont) + 7536 (+0.57 cont) are real multi-part-wall
fabric over-predictions (the drive-to-zero targets, possibly one shared
cause). 0240 (-1) is architectural — the lodged 73 needs an unpreserved
2013+ pump; document the cause, do NOT re-pin (user decision).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Record the £120 standing-charge fix (Table 12 note (l) + §C3.2, case 14
(351)), the corrected diagnosis (standing charge, not cost scaling — the
4.24 p/kWh heat price was already right), the double-count avoidance, and
the remaining ~7% demand over-count (SAP -2). Bump HEAD/baseline/next-slice.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Cert 9390 (community mains-gas boiler, API main_fuel_type=20) drew £0
standing charge → fuel cost under-counted → SAP read +4 high (71 vs 67).
Root cause: the standing-charge logic (`additional_standing_charges_gbp`)
only knows the GAS branch (`_is_gas_code`) and the off-peak-electric branch.
A heat-network community fuel is not a Table-32 gas code — EPC 20 = "mains
gas (community)" normalises to Table-32 code 20 (biomass), so
`_is_gas_code(20)` is False and the standing came out £0. The Summary path
masks this because it lodges community gas as Table-32 code 1 (ordinary
mains gas), which IS gas-recognised and already draws the £120 gas standing
— so the CH1-6 corpus was unaffected while the API path lost the charge.
Spec basis (verified against SAP 10.2 spec PDF):
- Table 12 (p.191) "Heat networks" row standing charge = £120/yr, note (k).
- Note (l): "Include half this value if only DHW is provided by a heat
network."
- §C3.2 (p.58): the full charge applies when the space heating is also a
heat network.
Worksheet-validated: simulated case 14 (community boilers + mains gas,
space + water) → worksheet (351) Additional standing charges = £120.
Fix: new `_heat_network_standing_charge_gbp(epc, main)` returns the
heat-network standing (£120 full when the space main is a heat network;
£60 when only DHW is on the network) or None otherwise. Applied at both
fuel-cost call sites, REPLACING the fuel-based `additional_standing_charges
_gbp` for heat-network mains (NOT additive) so a Summary-path community-gas
main — already £120 via the gas branch — is not double-counted to £240. The
CH1-6 community corpus stays exactly £120 (59 corpus tests pass).
9390 SAP +4 → -2 (cont 65.39 vs lodged 67): the spec-correct £120 standing
EXPOSES a separate ~7% demand over-count (also visible as PE 220 vs lodged
205) — a heat-source-efficiency-default / fabric residual, follow-up scope.
9390 is unpinned (retired P2.2 per ADR-0010 §10); helper locked by 2 unit
tests. Full suite 2386 passed, 1 skipped.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Record the heat-network fuel-code collision fix (EPC 20 'mains gas
(community)' → Table-12 51), case-14 validation, and the remaining
cost-scaling gap (heat-network cost path missing 1/heat_source_eff).
Bump HEAD/next-slice; update shipped + audit tables.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Cert 9390-2722-3520 (community mains-gas boiler scheme, sap_main_heating_
code=301, main_fuel_type=20) emitted CO2 0.44 t vs lodged 2.8 t — 6.4x low.
Root cause: the EPC `main_fuel_type` enum and the SAP Table 12 / Table 32
fuel-code numbering COLLIDE in the 18-25 range. Per
`datatypes/epc/domain/epc_codes.csv` (RdSAP-Schema-17.0) EPC fuel
20 = "mains gas (community)", but Table 12/32 code 20 is a solid biomass
fuel (CO2 0.028, PE 1.046, wood-logs price). The factor lookups
(`co2_factor_kg_per_kwh` / `primary_energy_factor` / `unit_price_p_per_kwh`)
check the Table-12/32 dict FIRST, so the EPC community fuel 20 silently
returned the biomass factor instead of translating 20 -> Table 12 code 51
(community mains gas: CO2 0.210, PE 1.130, mains-gas price).
Fix: new `_heat_network_factor_fuel_code(main)` translates the EPC community
fuel to its Table-12 code via `API_FUEL_TO_TABLE_12`, but ONLY for
heat-network mains (`_is_heat_network_main`) — a genuine biomass boiler
(non-community) keeps its raw Table-12 factor. Applied at the five
heat-network factor sites: space-heating CO2 / PE / unit-price and
water-heating (WHC 901) CO2 / PE. The Summary path is unaffected (it maps
"Mains gas - community" to code 1, no collision), so the community-heating
corpus (CH1-6) is untouched.
Worksheet-validated against simulated case 14 (community boilers + mains
gas, SAP code 301): worksheet (367) CO2 factor 0.2100, (467) PE factor
1.1300 — exactly the Table-12 code-51 values the translator now reaches.
9390 CO2 0.44 -> 3.03 t (lodged 2.8; spec-correct factors over the API-only
register residual per [[feedback-worksheet-not-api-reference]]), PE 204 ->
220 (the spec-correct 1.13 factor; the prior 204≈205 match was the
collision coinciding with the register residual). 9390 is unpinned (retired
at P2.2 per ADR-0010 §10); the translator is locked by two unit tests.
REMAINING (separate follow-up): 9390 SAP +4 is a cost-side gap — the
heat-network cost path does not apply the 1/heat_source_eff (1/0.80)
scaling that the CO2/PE paths do, so community fuel cost under-counts.
Suite: 2616 passed, 1 skipped (community corpus green); the 2
test_rdsap_uvalues stone-formula failures are pre-existing (HEAD 58ff7d88).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Record the community mains-gas BOILER worksheet (case 14): target (386)
heat-network CO2 factor 0.2640, distribution loss 1.49, code 301. 9390
decomposition: PE matches (204 vs 205), CO2 6.5x low (collision), SAP +4
separate cost gap.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Record the roof closure (vaulted NI → Table 18 col 1 0.16, cohort-arbitrated
not the guessed 0.25), the AGENT_GUIDE suite-command gap (sap10_ml/tests/ not
run) + pre-existing stone failures, cases 11/12/13 now available, and the
fuel-20 = community-gas (Table 12 code 51) note. Thread 2 still needs a
code-301 community-boiler + mains-gas worksheet (case 13 is code-302 CHP).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Closes the Ext1 vaulted-roof over-count that S0380.209 exposed on golden
cert 0240-0200-5706. BP2 lodges roof_construction=5 (vaulted ceiling),
roof_insulation_thickness="NI" (parsed to 0), description "Pitched,
insulated (assumed)", band J. The cascade returned U=0.68 — the RdSAP 10
§5.11.4 (p.44) retrofit-50 mm "insulation at joists" row. A vaulted /
sloping ceiling has no ceiling-joist void, so that row does not apply; per
RdSAP 10 §5.11 Table 18 (p.45) it takes the column (1) age-band default
(band J = 0.16).
The arbiter is the cohort, not the spec text alone: 33 cohort-2 certs
lodge "ND" (thickness None) vaulted roofs (roof_construction=5, band D)
that already pin to their dr87 worksheets at U=0.40 = Table 18 col (1) by
falling through the age-band default. 0240's only difference is the "NI"
sentinel (insulation present, unknown thickness) which uniquely hit the
0.68 override. (The S0380.209 note's predicted "cont ≈ 72.31" assumed a
col-3 0.25 value; the cohort's ND vaulted roofs disprove that — they use
col (1), so 0240 lands at cont 72.4617.)
Implementation: new `u_roof(is_sloping_ceiling=...)` flag, threaded from
heat_transmission for roof_construction_type containing "sloping ceiling"
(code 8) or "vaulted" (code 5). It fires only for the NI case
(thickness 0 + "insulated (assumed)"), routing to the col (1) age-band
default; the "ND"/None path is untouched (already col 1) and a NORMAL
pitched-with-loft roof still takes the §5.11.4 50 mm row (flag defaults
False). roof 76.93 → ~68 W/K → 0240 PE +5.5044 → +1.5181, CO2 +0.2757 →
+0.0728 (SAP integer 72 unchanged — the true value; lodged 73 needs the
unpreserved 2013+ pump).
Also corrects test_u_wall_cavity_as_built_partial_insulation_routes_to_
filled_cavity_row → ..._routes_to_as_built_row: a missed S0380.210
follow-up. That test (in domain/sap10_ml/tests/, which the AGENT_GUIDE §4
suite command does not run) asserted the pre-S0380.210 "partial insulation
→ filled" behavior on legacy-map parity, not worksheet evidence; S0380.210
corrected it to the as-built row per RdSAP 10 Table 6 + golden cert 0390's
four-metric closure.
Suite: 2614 passed, 1 skipped; the 2 remaining failures in
test_rdsap_uvalues.py (stone §5.6 thin-wall formula vs Table-6 1.7 cap)
are pre-existing (fail at HEAD 58ff7d88, before this branch's work).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
PortfolioGoal is domain vocabulary (a Scenario's goal — legacy planning branches
on PortfolioGoal.INCREASING_EPC), so it belongs in domain/ co-located with
scenario.py, mirroring how domain/epc/wall_type.py holds an enum that
infrastructure/ imports. This lets the consolidated ScenarioModel (next slice)
source the goal enum from domain without an infra→backend dependency.
portfolio.py keeps a re-export so every existing
`from ...portfolio import PortfolioGoal` caller is unaffected.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Update the mapper-bugs handover: Thread 3 closed via the cavity
"partial insulation (assumed)" → "Cavity as built" routing fix; record
the latent open question about the unvalidated "insulated (assumed)" →
filled-cavity test (slice S-B25). Bump HEAD/baseline/next-slice.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Golden cert 0390-2954-3640 (detached, TFA 360, age F) carried a +7 SAP /
-28 kWh/m² PE residual the audit attributed to a demand-side fabric gap.
Walking the §3 cascade localised it to the Main wall: lodged
wall_construction=4 (cavity), wall_insulation_type=4 (as-built / assumed),
description "Cavity wall, as built, partial insulation (assumed)". The
cascade mis-routed it to the Table 6 "Filled cavity" row (band F = 0.40)
because `_described_as_insulated` matches the "partial insulation"
substring.
RdSAP 10 Specification (10-06-2025) Table 6 — Wall U-values, England
distinguishes two cavity rows:
"Cavity as built" A-E 1.5, F 1.0, G 0.60, H 0.60, I 0.45, J 0.35, ...
"Filled cavity" A-E 0.7, F 0.40, G 0.35, H 0.35, I 0.45†, J 0.35†, ...
An "as built ... partial insulation (assumed)" cavity is the as-built
partial fill of the age band, NOT a retrofit cavity fill (a genuine fill
lodges the distinct "Cavity wall, filled cavity", wall_insulation_type=2).
It therefore routes to "Cavity as built" (band F = 1.0), mirroring the
worksheet-validated solid-brick rule in S0380.209 (cases 9/10: "as built,
insulated (assumed)" → as-built age-band row, not retrofit).
New `_cavity_described_as_filled` predicate is used only in u_wall's
cavity filled-row branch; it excludes the "partial insulation" substring
while keeping "insulated (assumed)" → filled (the unrelated, separately
asserted test_cavity_as_built_insulated_assumed_uses_filled_cavity_row is
unchanged). The shared `_described_as_insulated` (also consumed by the
roof/floor paths) is left untouched.
Wall HLC +53.6 W/K (U 0.40 → 1.0 over ~268 m²) lifts all four metrics
together — the signature of a real fabric bug, not a tuned offset:
SAP +7 → +0
PE -27.9745 → +0.5281 kWh/m²
CO2 -2.7134 → -0.1189 t/yr
Bands I-M are unaffected (the two rows coincide per the † footnote), so
golden certs 0535 (band M) / 7536 (band L) with "insulated (assumed)"
cavities continue to pin at 0. Full suite 2384 passed, 1 skipped.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Records post-S0380.209 state: 0240 verdict (true SAP 72, register 73 = unpreserved
2013+ pump, proven 0=Unknown via 13 pairs), and three open threads — roof Ext1
"insulated (assumed)" U over-count (needs case 11 worksheet), community fuel-code
collision (API 18-25 vs Table-12 biomass 18-25; cert 9390 CO2 6x low; needs 9390
worksheet), and 0390 +7 demand-side gap. Plus the audit table of all 5 non-zero-SAP
golden certs.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The EPC renders a recent-band as-built wall as "<material>, as built,
insulated (assumed)". The API mapper populates epc.walls with that string,
and heat_transmission's wall_ins_present gate keyed off the "insulated"
substring → routed the wall to the RdSAP 50 mm "insulation of unknown
thickness" bucket (e.g. sandstone band J U=0.25) instead of the as-built
age-band row (U=0.35).
Per RdSAP 10 Table 8/9 footnote the 50 mm row applies ONLY when insulation
is "known to have been increased subsequently (otherwise 'as built'
applies)". An "as built ... (assumed)" description is the EPC's age-band
assumption — it only renders on RECENT bands (an old band renders "no
insulation (assumed)"), so the as-built row applies. Genuine retrofit is
signalled by wall_insulation_type (External/Internal/Filled), which the
gate still checks independently.
Worksheet-validated by two new Elmhurst worksheets, both As Built band J:
- simulated case 9: sandstone → (29a) U 0.35
- simulated case 10: solid brick → (29a) U 0.35
both the as-built row, NOT 50 mm (0.25).
Fix: restrict the description-based gate to genuine retrofit via the new
local `_described_as_retrofit_insulated` (excludes "as built"/"(assumed)").
The cavity filled-row routing inside `u_wall` (which uses
`_described_as_insulated` directly) is untouched — the 3 cavity API certs
(0390/0535/7536) are unaffected.
test_heat_transmission: the old `..._uses_50mm_row` test asserted 50 mm via
an IMPOSSIBLE band-B + "insulated (assumed)" combination; corrected to a
valid recent-band (J) scenario asserting the as-built row (35 W/K).
Golden 0240: walls 24.45 → 34.23 W/K (U 0.25 → 0.35). SAP integer 72
unchanged; PE residual re-pinned +1.8687 → +5.5044, CO2 +0.0907 → +0.2757.
This spec-correct fix REMOVED the wall under-count that was masking the
Ext1 vaulted-roof over-count (cascade U 0.68 via the same "insulated
(assumed)" description vs case-9 sloping-ceiling 0.25) — that roof
over-count is the next slice; fixing both lands SAP cont ≈ 72.31 (=
Elmhurst case 9).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
`_plan_for` now scores the baseline + every cumulative prefix once
(`cascade_scores`, best-practice order) and reuses those Scores for both the
role-3 marginal attribution and a per-measure bill cascade: bill each prefix at
one Fuel Rates snapshot and take consecutive Bill deltas as each measure's
marginal delivered-kWh and £ saving. Saving is signed (ventilation is
negative) and telescopes exactly to the Plan headline savings, because the
Plan's baseline/post Bills are now the same cascade endpoints (`bills[0]` /
`bills[-1]`) — which also drops the redundant standalone baseline `calculate`.
`recommendation.kwh_savings` / `energy_cost_savings` are filled from these.
Adds `Bill.total_consumption_kwh` (shared by Plan + the orchestrator). Pinned
end-to-end on the real calculator: Σ per-measure savings == the Plan totals
(ADR-0014 amendment).
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>
Pull the cumulative-prefix scoring out of `marginal_impacts` into a reusable
`cascade_scores(scorer, baseline, overlays) -> list[Score]` (index 0 the
baseline, one calculator run per prefix) plus a pure `marginals_from_scores`.
Each Score carries its SapResult, so the next slice's telescoping per-measure
bill cascade can re-bill the same prefixes the role-3 attribution already
scores — no extra `calculate` calls (ADR-0014 / ADR-0016). `marginal_impacts`
now delegates; behaviour unchanged.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Plan gains optional baseline_bill / post_bill (the Bills derived for the
unmodified and post-package end-states at one Fuel Rates snapshot) and derives
the four plan-level columns: post_energy_bill (post total), energy_bill_savings
(baseline - post), post_energy_consumption (Σ post section kWh), and
energy_consumption_savings (baseline - post delivered kWh). All return None until
billing runs (persisted as NULL), so existing Plan construction and the
not-yet-wired orchestrator stay green. Plan-level only; per-measure savings are a
later slice (ADR-0014 amendment).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Score gains sap_result: Optional[SapResult], populated by PackageScorer with the
calculator output its headline figures came from. This lets the Modelling stage
price the post-package (and baseline) end-state via Bill Derivation reusing a
SapResult already computed by the optimiser's re-score / the orchestrator's
baseline score — no second calculate (ADR-0014 amendment). The optimiser reads
only sap_continuous, so it stays domain-agnostic and the stub scorers (which omit
sap_result) are unaffected — all optimiser tests pass unchanged.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
