""" This script prepares the data for the financial model """ import pandas as pd from backend.app.utils import sap_to_epc from sqlalchemy.orm import sessionmaker from backend.app.db.connection import db_engine from backend.app.db.models.recommendations import Recommendation, Plan, PlanRecommendations from backend.app.db.models.portfolio import PropertyModel, PropertyDetailsEpcModel, PropertyDetailsSpatial # PORTFOLIO_ID = 206 # SCENARIOS = [389] PORTFOLIO_ID = 221 SCENARIOS = [427] def get_data(portfolio_id, scenario_ids): session = sessionmaker(bind=db_engine)() session.begin() # Get properties and their details for a specific portfolio properties_query = session.query( PropertyModel, PropertyDetailsEpcModel ).join( PropertyDetailsEpcModel, PropertyModel.id == PropertyDetailsEpcModel.property_id ).filter( PropertyModel.portfolio_id == portfolio_id # Filter by portfolio ID ).all() # Transform properties data to include all fields dynamically properties_data = [ {**{col.name: getattr(prop.PropertyModel, col.name) for col in PropertyModel.__table__.columns}, **{col.name: getattr(prop.PropertyDetailsEpcModel, col.name) for col in PropertyDetailsEpcModel.__table__.columns}} for prop in properties_query ] # Get property IDs from fetched properties # Get plans linked to the fetched properties plans_query = session.query(Plan).filter(Plan.scenario_id.in_(scenario_ids)).all() # Transform plans data to include all fields dynamically plans_data = [ {col.name: getattr(plan, col.name) for col in Plan.__table__.columns} for plan in plans_query ] # Extract plan IDs for filtering recommendations through PlanRecommendations plan_ids = [plan['id'] for plan in plans_data] # Get recommendations through PlanRecommendations for those plans and that are default recommendations_query = session.query( Recommendation, Plan.scenario_id ).join( PlanRecommendations, Recommendation.id == PlanRecommendations.recommendation_id ).join( Plan, Plan.id == PlanRecommendations.plan_id # Join with Plan to access scenario_id ).filter( PlanRecommendations.plan_id.in_(plan_ids), Recommendation.default == True # Filtering for default recommendations ).all() # Transform recommendations data to include all fields dynamically and include scenario_id recommendations_data = [ {**{col.name: getattr(rec.Recommendation, col.name) if hasattr(rec, 'Recommendation') else getattr(rec, col.name) for col in Recommendation.__table__.columns}, "Scenario ID": rec.scenario_id} for rec in recommendations_query ] session.close() return properties_data, plans_data, recommendations_data properties_data, plans_data, recommendations_data = get_data(portfolio_id=PORTFOLIO_ID, scenario_ids=SCENARIOS) properties_df = pd.DataFrame(properties_data) plans_df = pd.DataFrame(plans_data) recommendations_df = pd.DataFrame(recommendations_data) recommended_measures_df = recommendations_df[ ["property_id", "measure_type", "estimated_cost", "default"] ] recommended_measures_df = recommended_measures_df[recommended_measures_df["default"]] recommended_measures_df = recommended_measures_df.drop(columns=["default"]) post_install_sap = recommendations_df[["property_id", "default", "sap_points"]] post_install_sap = post_install_sap[post_install_sap["default"]] # Sum up the sap points by property id post_install_sap = post_install_sap.groupby("property_id")[["sap_points"]].sum().reset_index() recommendations_measures_pivot = recommended_measures_df.pivot( index='property_id', columns='measure_type', values='estimated_cost' ) recommendations_measures_pivot = recommendations_measures_pivot.reset_index() # Total cost is the row sum, excluding the property_id column recommendations_measures_pivot["total_retrofit_cost"] = recommendations_measures_pivot.drop( columns=["property_id"] ).sum(axis=1) df = properties_df[ [ "property_id", "uprn", "address", "postcode", "property_type", "walls", "roof", "heating", "windows", "current_epc_rating", "current_sap_points", "total_floor_area", "number_of_rooms", ] ].merge( recommendations_measures_pivot, how="left", on="property_id" ).merge( post_install_sap, how="left", on="property_id" ) df = df.drop(columns=["property_id"]) df["sap_points"] = df["sap_points"].fillna(0) df["predicted_post_works_sap"] = df["current_sap_points"] + df["sap_points"] df["predicted_post_works_sap"] = df["predicted_post_works_sap"].round() df["predicted_post_works_epc"] = df["predicted_post_works_sap"].apply(lambda x: sap_to_epc(x)) # We merge this back to the main dataframe, which will contain the bathrooms from utils.s3 import read_csv_from_s3, read_excel_from_s3 # asset_list = read_csv_from_s3(bucket_name="retrofit-plan-inputs-dev", filepath='8/206/asset_list.csv') asset_list = read_excel_from_s3( bucket_name="retrofit-plan-inputs-dev", file_key='8/221/20250722T202328736Z/asset_list.xlsx', header_row=0, sheet_name="320 - edited" ) asset_list = pd.DataFrame(asset_list) asset_list = asset_list[["domna_full_address", "domna_postcode", "epc_os_uprn", ]].copy() asset_list = asset_list.rename(columns={"epc_os_uprn": "uprn"}) df["uprn"] = df["uprn"].astype(str) asset_list["uprn"] = asset_list["uprn"].astype("Int64").astype(str) asset_list = asset_list.merge( df.drop(columns=["address", "postcode", "property_type", "total_floor_area"]), how="left", on="uprn" ) # Get conservation area data from property details spatial. based on the UPRNs def get_conservation_area_data(uprns): session = sessionmaker(bind=db_engine)() session.begin() # Query to get conservation area data spatial_query = session.query( PropertyDetailsSpatial ).filter( PropertyDetailsSpatial.uprn.in_(uprns) # Filter by UPRNs ).all() # Transform spatial data to include all fields dynamically spatial_data = [ {col.name: getattr(spatial, col.name) for col in PropertyDetailsSpatial.__table__.columns} for spatial in spatial_query ] session.close() return pd.DataFrame(spatial_data) uprns = asset_list[ ~pd.isna(asset_list["uprn"]) & (asset_list["uprn"] != "") ]["uprn"].astype(int).unique().tolist() conservation_area_data = get_conservation_area_data(uprns) conservation_area_data["uprn"] = conservation_area_data["uprn"].astype(str) asset_list = asset_list.merge( conservation_area_data[["uprn", "conservation_status", "is_listed_building", "is_heritage_building"]], how="left", on="uprn" ) # For exporting NCHA asset_list.to_excel( "/Users/khalimconn-kowlessar/Documents/hestia/Customers/NCHA/320 Portfolio/asset_list_epc_b.xlsx", index=False ) condition_costs = pd.read_excel( "/Users/khalimconn-kowlessar/Documents/hestia/sfr/Spring JV/Condition costs.xlsx", sheet_name="Prices - Khalim", header=35 ) # Remove unnamed columns and reset index condition_costs = condition_costs.loc[:, ~condition_costs.columns.str.contains('^Unnamed')] condition_costs = condition_costs.reset_index(drop=True) # We now estimate condition cost def simulate_condition(asset_list, condition_costs): """ This function is for testing, and will simulate condition cost from 1-10 for each property to see what the costing array looks like. :param df: :return: """ condition_df = [] for _, row in asset_list.iterrows(): n_bathrooms = row["bathrooms"] conditions = {} for condition in reversed(range(1, 11)): condition_cost = condition_costs[ condition_costs["Condition"] == condition ].drop(columns=["Condition"]).iloc[0] # Each cost is scaled by floor area condition_cost = condition_cost * row["total_floor_area"] condition_cost["Bathroom"] = condition_cost["Bathroom"] * n_bathrooms total_condition_cost = condition_cost.sum() conditions["Condition " + str(condition)] = (total_condition_cost) condition_df.append( { "uprn": row["uprn"], **conditions } ) condition_df = pd.DataFrame(condition_df) asset_list = asset_list.merge( condition_df, how="left", on="uprn" ) return asset_list # asset_list = simulate_condition(asset_list, condition_costs) # We calculate the condition cost based on the condition for _, row in asset_list.iterrows(): condition = row["condition_score"] if condition in [None, ""]: continue condition = int(float(condition)) condition_cost = condition_costs[ condition_costs["Condition"] == condition ].drop(columns=["Condition"]).iloc[0] # Each cost is scaled by floor area condition_cost = condition_cost * float(row["total_floor_area"]) n_bathrooms = row["n_bathrooms"] condition_cost["Bathroom"] = condition_cost["Bathroom"] * float(n_bathrooms) total_condition_cost = condition_cost.sum() asset_list.loc[asset_list["uprn"] == row["uprn"], "domna_condition_cost"] = total_condition_cost # Store output asset_list.to_excel( "/Users/khalimconn-kowlessar/Documents/hestia/sfr/Spring JV/20250624_portfolio_retrofit_packages.xlsx", index=False ) condition_cost_comparison = asset_list[ ["condition_score", "decoration_sum_min ", "decoration_sum_max", "domna_condition_cost"] ]