import ast import json from datetime import datetime from tqdm import tqdm import pandas as pd from etl.epc.Record import EPCRecord from backend.SearchEpc import SearchEpc from sqlalchemy.exc import IntegrityError, OperationalError from sqlalchemy.orm import sessionmaker from starlette.responses import Response from backend.app.config import get_settings, get_prediction_buckets from backend.app.db.connection import db_engine from backend.app.db.functions.materials_functions import get_materials from backend.app.db.functions.portfolio_functions import aggregate_portfolio_recommendations from backend.app.db.functions.property_functions import ( create_property, create_property_details_epc, create_property_targets, update_property_data, update_or_create_property_spatial_details ) from backend.app.db.functions.recommendations_functions import ( create_plan, upload_recommendations, create_scenario ) from backend.app.db.functions.energy_assessment_functions import get_latest_assessment_by_uprn from backend.app.db.models.portfolio import rating_lookup from backend.app.plan.schemas import PlanTriggerRequest from backend.app.plan.utils import get_cleaned from backend.app.utils import epc_to_sap_lower_bound, sap_to_epc import backend.app.assumptions as assumptions from backend.ml_models.api import ModelApi from backend.Property import Property from backend.apis.GoogleSolarApi import GoogleSolarApi from recommendations.optimiser.CostOptimiser import CostOptimiser from recommendations.optimiser.GainOptimiser import GainOptimiser from recommendations.optimiser.optimiser_functions import prepare_input_measures from recommendations.Recommendations import Recommendations from utils.logger import setup_logger from utils.s3 import read_dataframe_from_s3_parquet, read_csv_from_s3 from backend.ml_models.Valuation import PropertyValuation from etl.bill_savings.KwhData import KwhData from etl.spatial.OpenUprnClient import OpenUprnClient from etl.find_my_epc.RetrieveFindMyEpc import RetrieveFindMyEpc logger = setup_logger() BATCH_SIZE = 5 SCORING_BATCH_SIZE = 400 def patch_epc(patch, epc_records): """ This utility function is useful to patch the epc data if we have data from the customer :return: """ for patch_variable, patch_value in patch.items(): if patch_variable in ["address", "postcode"]: continue if patch_value == "": continue if patch_variable in epc_records["original_epc"]: epc_records["original_epc"][patch_variable] = patch_value return epc_records def extract_portfolio_aggregation_data( input_properties, total_valuation_increase, recommendations, new_epc_bands, property_value_increase_ranges ): # We aggregate a number of metrics for the portfolio: # 1) A breakdown of the number of properties in each EPC band # a) before retrofit # b) after retrofit # 2) Number of units # 3) Co2/unit # a) before retrofit # b) after retrofit # 4) Energy bill/unit # a) before retrofit # b) after retrofit # 5) Average valuation improvement/unit # 6) Total cost # 7) Cost per unit # 8) £ per CO2 saved # 9) £ per SAP point # We need to construct the underlyind data for this # Helper function to reformat the EPC data def reformat_epc_data(epc_counts): # Define all possible EPC bands in the required order epc_bands = ["G", "F", "E", "D", "C", "B", "A"] # Create the formatted data list by checking each band in the order formatted_data = [] for band in epc_bands: # Get the count from the dictionary, defaulting to 0 if not present count = epc_counts.get(band, 0) # Append the formatted dictionary to the list formatted_data.append({"name": band, band: count}) return formatted_data n_units = len(input_properties) agg_data = [] for p in input_properties: # Get the recommendations for the property - we include all properties, even ones without recommendations property_recommendations = recommendations.get(p.id, []) # Get just the default recommendations default_recommendations = [r for r in property_recommendations if r["default"]] has_recommendations = len(default_recommendations) > 0 # We can now calculate multiple outputs based on default recommendations carbon_savings = sum([r["co2_equivalent_savings"] for r in default_recommendations]) pre_retrofit_co2 = p.energy["co2_emissions"] post_retrofit_co2 = pre_retrofit_co2 - carbon_savings pre_retrofit_energy_bill = sum(p.current_energy_bill.values()) post_retrofit_energy_bill = sum(p.current_energy_bill.values()) - sum( [r["energy_cost_savings"] for r in default_recommendations] ) pre_retrofit_energy_consumption = p.current_energy_consumption post_retrofit_energy_consumption = p.current_energy_consumption - sum( [r["kwh_savings"] for r in default_recommendations] ) # Add up energy savings cost = sum([r["total"] for r in default_recommendations]) sap_point_improvement = sum([r["sap_points"] for r in default_recommendations]) lower_bound_valuation_uplift = ( property_value_increase_ranges[p.id]["lower_bound_increased_value"] - property_value_increase_ranges[p.id]["current_value"] ) upper_bound_valuation_uplift = ( property_value_increase_ranges[p.id]["upper_bound_increased_value"] - property_value_increase_ranges[p.id]["current_value"] ) agg_data.append({ "pre_retrofit_epc": p.data["current-energy-rating"], "post_retrofit_epc": new_epc_bands[p.id], "pre_retrofit_co2": pre_retrofit_co2, "post_retrofit_co2": post_retrofit_co2, "pre_retrofit_energy_bill": pre_retrofit_energy_bill, "post_retrofit_energy_bill": post_retrofit_energy_bill, "pre_retrofit_energy_consumption": pre_retrofit_energy_consumption, "post_retrofit_energy_consumption": post_retrofit_energy_consumption, "cost": cost, "sap_point_improvement": sap_point_improvement, "lower_bound_valuation_uplift": lower_bound_valuation_uplift, "upper_bound_valuation_uplift": upper_bound_valuation_uplift, "has_recommendations": has_recommendations }) agg_data = pd.DataFrame(agg_data) n_units_to_retrofit = agg_data["has_recommendations"].sum() valuation_improvement_lower_bound_per_unit = ( agg_data["lower_bound_valuation_uplift"].mean() ) valuation_improvement_upper_bound_per_unit = ( agg_data["upper_bound_valuation_uplift"].mean() ) total_carbon_saved = agg_data["pre_retrofit_co2"].sum() - agg_data["post_retrofit_co2"].sum() total_sap_points = agg_data["sap_point_improvement"].sum() def format_money(amount): return f"£{amount:,.0f}" valuation_improvment_per_unit = str( format_money( total_valuation_increase / n_units) + (f" ({format_money(valuation_improvement_lower_bound_per_unit)} - " f"{format_money(valuation_improvement_upper_bound_per_unit)})") ) valuation_return_on_investment = str( str(round(total_valuation_increase / agg_data["cost"].sum(), 2)) + f" (" f"{agg_data['lower_bound_valuation_uplift'].sum() / agg_data['cost'].sum():,.2f} - " f"{agg_data['upper_bound_valuation_uplift'].sum() / agg_data['cost'].sum():,.2f})" ) aggregation_data = { "epc_breakdown_pre_retrofit": json.dumps( reformat_epc_data(agg_data["pre_retrofit_epc"].value_counts().to_dict()) ), "epc_breakdown_post_retrofit": json.dumps( reformat_epc_data(agg_data["post_retrofit_epc"].value_counts().to_dict()) ), "number_of_properties": int(n_units), "n_units_to_retrofit": int(n_units_to_retrofit), "co2_per_unit_pre_retrofit": str(round(agg_data["pre_retrofit_co2"].mean(), 2)) + "t", "co2_per_unit_post_retrofit": str(round(agg_data["post_retrofit_co2"].mean(), 2)) + "t", "energy_bill_per_unit_pre_retrofit": format_money(agg_data["pre_retrofit_energy_bill"].mean()), "energy_bill_per_unit_post_retrofit": format_money(agg_data["post_retrofit_energy_bill"].mean()), "energy_consumption_per_unit_pre_retrofit": str( round(agg_data["pre_retrofit_energy_consumption"].mean())) + "kWh", "energy_consumption_per_unit_post_retrofit": str( round(agg_data["post_retrofit_energy_consumption"].mean())) + "kWh", "valuation_improvement_per_unit": valuation_improvment_per_unit, "cost_per_unit": format_money(agg_data["cost"].mean()), "cost_per_co2_saved": format_money(agg_data["cost"].sum() / total_carbon_saved), "cost_per_sap_point": format_money(agg_data["cost"].sum() / total_sap_points), "valuation_return_on_investment": valuation_return_on_investment, # TODO: Could we add 10yr carbon credits value? } return aggregation_data def create_epc_records(epc_searcher: SearchEpc, energy_assessment: dict): """ This function will set up with epc_records dictionary with the newest EPC, the full SAP EPC and the older EPCs and will factor in an energy assessment that we have performed for a client. :param epc_searcher: An instance of the SearchEpc class :param energy_assessment: The energy assessment we have performed. If we have not performed an energy assessment, this should be an empty response as defined by the models's EnergyAssessment.empty_response() method """ newest_epc = epc_searcher.newest_epc.copy() if newest_epc["uprn"] == "" and epc_searcher.uprn: newest_epc["uprn"] = epc_searcher.uprn if not energy_assessment["epc"]: energy_assessment_is_newer = False return { 'original_epc': newest_epc, 'full_sap_epc': epc_searcher.full_sap_epc.copy(), 'old_data': epc_searcher.older_epcs.copy(), }, energy_assessment_is_newer epc = energy_assessment["epc"] energy_assessment_date = epc["inspection-date"].strftime("%Y-%m-%d") # We insert county into the epc, since right now this isn't something that we pull out from the energy # assessment for col in ["county", "constituency", "constituency-label", "local-authority", "local-authority-label"]: epc[col] = newest_epc[col] # We check if the energy assessment is newer than the newest EPC if pd.to_datetime(energy_assessment_date) > pd.to_datetime(newest_epc["inspection-date"]): # In this case, our energy assessment is newer than the EPCs available for this property energy_assessment_is_newer = True return { "original_epc": epc, "full_sap_epc": epc_searcher.full_sap_epc.copy(), "old_data": epc_searcher.older_epcs.copy() + [newest_epc] }, energy_assessment_is_newer # We check if the EPC we have produced is contained in the set of EPCs done for the property # We do this based on inspection-date and SAP epc_in_historicals = [ x for x in epc_searcher.older_epcs + [newest_epc] if x["inspection-date"] == energy_assessment_date and x["current-energy-efficiency"] == epc["current-energy-efficiency"] ] energy_assessment_is_newer = False if epc_in_historicals: # Then the EPC we have produced is already in the set of EPCs, and our EPC is older than the newest return { "original_epc": newest_epc, "full_sap_epc": epc_searcher.full_sap_epc.copy(), "old_data": epc_searcher.older_epcs.copy() }, energy_assessment_is_newer # In this case, our EPC is older than the newest publically avaible one, but is not contained in # the historicals, so it can't have been lodged, so we include it in the old data return { 'original_epc': newest_epc, 'full_sap_epc': epc_searcher.full_sap_epc.copy(), 'old_data': epc_searcher.older_epcs.copy() + [epc], }, energy_assessment_is_newer def get_request_property_data(body: PlanTriggerRequest): """ This function will read in the on-site data from the S3 bucket :param body: The request body :return: """ patches = [] if body.patches_file_path: patches = read_csv_from_s3(bucket_name=get_settings().PLAN_TRIGGER_BUCKET, filepath=body.patches_file_path) already_installed = [] if body.already_installed_file_path: already_installed = read_csv_from_s3( bucket_name=get_settings().PLAN_TRIGGER_BUCKET, filepath=body.already_installed_file_path ) non_invasive_recommendations = [] if body.non_invasive_recommendations_file_path: non_invasive_recommendations = read_csv_from_s3( bucket_name=get_settings().PLAN_TRIGGER_BUCKET, filepath=body.non_invasive_recommendations_file_path ) valuation_data = [] if body.valuation_file_path: valuation_data = read_csv_from_s3( bucket_name=get_settings().PLAN_TRIGGER_BUCKET, filepath=body.valuation_file_path ) return patches, already_installed, non_invasive_recommendations, valuation_data def extract_property_request_data( config, patches, already_installed, non_invasive_recommendations, valuation_data, uprn ): patch_has_uprn = "uprn" in patches[0] if patches else True if patch_has_uprn: patch = next(( x for x in patches if str(x["uprn"]) == str(config["uprn"]) ), {}) else: patch = next(( x for x in patches if (x["address"] == config["address"]) and (x["postcode"] == config["postcode"]) ), {}) property_already_installed = next(( x for x in already_installed if (x["address"] == config["address"]) and (x["postcode"] == config["postcode"]) ), {}) # Because we have some non-invasive recommendations that match on address and postcode, but not UPRN # we need to check existence of uprn has_uprn = "uprn" in non_invasive_recommendations[0] if non_invasive_recommendations else False if has_uprn: has_uprn = non_invasive_recommendations[0]["uprn"] not in ["", None] if has_uprn: property_non_invasive_recommendations = next(( x for x in non_invasive_recommendations if (str(x["uprn"]) == str(uprn)) ), {}) # We patch the non-invasive recs that are ['cavity_extract_and_refill'] else: property_non_invasive_recommendations = next(( x for x in non_invasive_recommendations if (x["address"] == config["address"]) and (x["postcode"] == config["postcode"]) ), {}) if isinstance(property_non_invasive_recommendations.get("recommendations"), str): property_non_invasive_recommendations["recommendations"] = ast.literal_eval( property_non_invasive_recommendations["recommendations"] ) transformed = [] for rec in property_non_invasive_recommendations["recommendations"]: if isinstance(rec, str): transformed.append({"type": rec, }) else: transformed.append(rec) property_non_invasive_recommendations["recommendations"] = transformed # Check if the valuation data has uprn valuation_has_uprn = "uprn" in valuation_data[0] if valuation_data else False if valuation_has_uprn: valuation_has_uprn = valuation_data[0]["uprn"] not in ["", None] if valuation_has_uprn: property_valution = next(( float(x["valuation"]) for x in valuation_data if (str(x["uprn"]) == str(uprn)) ), None) else: property_valution = next(( float(x["valuation"]) for x in valuation_data if (x["address"] == config["address"]) and (x["postcode"] == config["postcode"]) ), None) return patch, property_already_installed, property_non_invasive_recommendations, property_valution def get_funding_data(): """ This function retrieves the eco project scores matrix and the warm homes local grant funding data :return: """ project_scores_matrix = read_csv_from_s3( bucket_name=get_settings().DATA_BUCKET, filepath="funding/ECO4 Full Project Scores Matrix.csv", ) project_scores_matrix = pd.DataFrame(project_scores_matrix) project_scores_matrix.columns = ['Floor Area Segment', 'Starting Band', 'Finishing Band', 'Cost Savings'] project_scores_matrix["Cost Savings"] = project_scores_matrix["Cost Savings"].astype(float) whlg_eligible_postcodes = read_csv_from_s3( bucket_name=get_settings().DATA_BUCKET, filepath="funding/whlg eligible postcodes.csv", ) whlg_eligible_postcodes = pd.DataFrame(whlg_eligible_postcodes) return project_scores_matrix, whlg_eligible_postcodes async def model_engine(body: PlanTriggerRequest): logger.info("Model Engine triggered with body: %s", json.loads(body.model_dump_json())) logger.info("Connecting to db") session = sessionmaker(bind=db_engine)() created_at = datetime.now().isoformat() # TODO: if the measure is already installed, it should actually be the very first phase try: session.begin() logger.info("Getting the inputs") plan_input = read_csv_from_s3(bucket_name=get_settings().PLAN_TRIGGER_BUCKET, filepath=body.trigger_file_path) # Check for duplicate UPRNS input_uprns = [x.get("uprn") for x in plan_input if "uprn" in x and x.get("uprn")] if input_uprns: # Check for dupes if len(input_uprns) != len(set(input_uprns)): raise ValueError("Duplicate UPRNs in the input data") # If we have patches or overrides, we should read them in here patches, already_installed, non_invasive_recommendations, valuation_data = get_request_property_data(body) cleaning_data = read_dataframe_from_s3_parquet( bucket_name=get_settings().DATA_BUCKET, file_key="sap_change_model/cleaning_dataset.parquet", ) input_properties = [] for config in tqdm(plan_input): # We validate each record in the file. If the record is NOT valid, we need to handle this accordingly uprn = config.get("uprn", None) if uprn: uprn = int(float(uprn)) epc_searcher = SearchEpc( address1=config["address"], postcode=config["postcode"], uprn=uprn, auth_token=get_settings().EPC_AUTH_TOKEN, os_api_key="", ) epc_searcher.ordnance_survey_client.built_form = config.get("built_form", None) epc_searcher.ordnance_survey_client.property_type = config.get("property_type", None) # For the moment, our OS API access is unavailable, so we skip and interpolate epc_searcher.find_property(skip_os=True) # We check for an energy assessment we have performed on this property: energy_assessment = get_latest_assessment_by_uprn(session, uprn if uprn is not None else epc_searcher.uprn) # Create a record in db property_id, is_new = create_property( session=session, portfolio_id=body.portfolio_id, address=epc_searcher.address_clean, postcode=epc_searcher.postcode_clean, uprn=epc_searcher.uprn, energy_assessment=energy_assessment ) if not is_new and not body.multi_plan: continue if epc_searcher.newest_epc is None: raise ValueError( "No EPCs found for this property and did not estimate - likely need to provide a" "property type and built form" ) if is_new: create_property_targets( session, property_id=property_id, portfolio_id=body.portfolio_id, epc_target=body.goal_value, heat_demand_target=None ) # If we have an energy assessment in place, that is newer than all of the previous EPCs, we use that. # Otherwise, we use the newest EPC # energy_assessment_is_newer will tell us if the energy assessment is newer than the newest EPC that # has been publically lodged epc_records, energy_assessment["energy_assessment_is_newer"] = create_epc_records( epc_searcher, energy_assessment ) patch, property_already_installed, property_non_invasive_recommendations, property_valuation = ( extract_property_request_data( config=config, patches=patches, already_installed=already_installed, non_invasive_recommendations=non_invasive_recommendations, valuation_data=valuation_data, uprn=epc_searcher.uprn, ) ) # if we have a remote assment data type, we pull the additional data and include it if (body.event_type == "remote_assessment") and not (epc_searcher.newest_epc["estimated"]): logger.info("Retrieving find my epc data") try: property_non_invasive_recommendations, patch = RetrieveFindMyEpc.get_from_epc( epc_searcher.newest_epc ) except Exception as e: logger.error(f"Failed to retrieve without cleaning address {e}") for k in ["address", "address1"]: epc_searcher.newest_epc[k] = epc_searcher.address_clean property_non_invasive_recommendations, patch = RetrieveFindMyEpc.get_from_epc( epc_searcher.newest_epc ) # If we have a property type, this means when we pull the epc data, we might need to make a patch epc_records = patch_epc(patch, epc_records) prepared_epc = EPCRecord( epc_records=epc_records, run_mode="newdata", cleaning_data=cleaning_data, ) input_properties.append( Property( id=property_id, is_new=is_new, address=epc_searcher.address_clean, postcode=epc_searcher.postcode_clean, epc_record=prepared_epc, already_installed=property_already_installed, property_valuation=property_valuation, non_invasive_recommendations=property_non_invasive_recommendations, energy_assessment=energy_assessment, **Property.extract_kwargs(config), # TODO: Depraecate this ) ) if not input_properties: return Response(status_code=204) # Set up model api and warm up the lambdas model_api = ModelApi( portfolio_id=body.portfolio_id, timestamp=created_at, prediction_buckets=get_prediction_buckets(), max_retries=1 ) await model_api.async_warm_up_lambdas( model_prefies=model_api.KWH_MODEL_PREFIXES + model_api.MODEL_PREFIXES ) # The materials data could be cached or local so we don't need to make # consistent requests to the backend for # the same data logger.info("Reading in materials and cleaned datasets") materials = get_materials(session) cleaned = get_cleaned() eco_project_scores_matrix, whlg_eligible_postcodes = get_funding_data() kwh_client = KwhData(bucket=get_settings().DATA_BUCKET, read_consumption_data=True) epcs_for_scoring = kwh_client.transform(data=kwh_client.prepare_epc(input_properties), cleaned=cleaned) kwh_preds = await model_api.async_paginated_predictions( data=epcs_for_scoring, bucket=get_settings().DATA_BUCKET, model_prefixes=model_api.KWH_MODEL_PREFIXES, extract_ids=False, batch_size=SCORING_BATCH_SIZE ) # Insert the spatial data logger.info("Getting spatial data") input_properties = OpenUprnClient.set_spatial_data(input_properties, bucket_name=get_settings().DATA_BUCKET) [p.set_features(cleaned=cleaned, kwh_client=kwh_client, kwh_predictions=kwh_preds) for p in input_properties] # TODO: If a property is semi-detached, we might get roof surfaces for the main building + the neighbour # TODO: If we can't get high image quality, should we use the solar API? Maybe just for semi-detached units with # extensions, since it doesn't seem to do a great job logger.info("Performing solar analysis") ofgem_consumption_averages = read_dataframe_from_s3_parquet( bucket_name=get_settings().DATA_BUCKET, file_key=f"energy_consumption/2024-07-08/consumption_averages.parquet" ) building_solar_config, unit_solar_config = GoogleSolarApi.prepare_input_data( input_properties=input_properties, ofgem_consumption_averages=ofgem_consumption_averages, body=body ) input_properties = GoogleSolarApi.building_solar_analysis( building_solar_config=building_solar_config, input_properties=input_properties, session=session, google_solar_api_key=get_settings().GOOGLE_SOLAR_API_KEY ) input_properties = GoogleSolarApi.unit_solar_analysis( unit_solar_config=unit_solar_config, input_properties=input_properties, session=session, body=body, google_solar_api_key=get_settings().GOOGLE_SOLAR_API_KEY ) logger.info("Identifying property recommendations") recommendations = {} recommendations_scoring_data = [] representative_recommendations = {} for p in tqdm(input_properties): recommender = Recommendations( property_instance=p, materials=materials, exclusions=body.exclusions, inclusions=body.inclusions, default_u_values=body.default_u_values ) property_recommendations, property_representative_recommendations = recommender.recommend() if not property_recommendations: continue recommendations[p.id] = property_recommendations representative_recommendations[p.id] = property_representative_recommendations p.create_base_difference_epc_record(cleaned_lookup=cleaned) p.adjust_difference_record_with_recommendations( property_recommendations, property_representative_recommendations ) recommendations_scoring_data.extend(p.recommendations_scoring_data) # TODO: Make sure that number_habitable_rooms has been dropped logger.info("Preparing data for scoring in sap change api") recommendations_scoring_data = pd.DataFrame(recommendations_scoring_data) recommendations_scoring_data = recommendations_scoring_data.drop( columns=[ "rdsap_change", "heat_demand_change", "carbon_change", "sap_ending", "heat_demand_ending", "carbon_ending" ] ) all_predictions = await model_api.async_paginated_predictions( data=recommendations_scoring_data, bucket=get_settings().DATA_BUCKET, batch_size=SCORING_BATCH_SIZE ) # Insert the predictions into the recommendations, and get the impact summary scoring_epcs = [] # For scoring the kwh models for property_id in recommendations.keys(): property_instance = [p for p in input_properties if p.id == property_id][0] recommendations_with_impact, impact_summary = ( Recommendations.calculate_recommendation_impact( property_instance=property_instance, all_predictions=all_predictions, recommendations=recommendations, representative_recommendations=representative_recommendations ) ) # We use the impact_summary to update the simulation_epcs with the new SAP, heat demand, carbon, cost etc # at each phase property_instance.update_simulation_epcs(impact_summary) scoring_epcs.extend(property_instance.updated_simulation_epcs) recommendations[property_id] = recommendations_with_impact # We call the API with the scoring epcs scoring_epcs = pd.DataFrame(scoring_epcs) scoring_epcs = kwh_client.transform(data=scoring_epcs, cleaned=cleaned) kwh_simulation_predictions = await model_api.async_paginated_predictions( data=scoring_epcs, bucket=get_settings().DATA_BUCKET, model_prefixes=model_api.KWH_MODEL_PREFIXES, batch_size=SCORING_BATCH_SIZE ) # We now insert kwh estimates and costs into the recommendations logger.info("Calculating tenant savings - kwh and bills") for property_id in tqdm([p.id for p in input_properties]): property_recommendations = recommendations.get(property_id, []) property_instance = [p for p in input_properties if p.id == property_id][0] property_current_energy_bill = ( Recommendations.calculate_recommendation_tenant_savings( property_instance=property_instance, kwh_simulation_predictions=kwh_simulation_predictions, property_recommendations=property_recommendations, ashp_cop=body.ashp_cop ) ) property_instance.current_energy_bill = property_current_energy_bill # Insert the predictions into the recommendations and run the optimiser for p in input_properties: if not recommendations.get(p.id): continue # we need to double unlist because we have a list of lists property_measure_types = {rec["type"] for recs in recommendations[p.id] for rec in recs} property_required_measures = [ m for m in recommendations[p.id] if m[0]["type"] in body.required_measures ] measures_to_optimise = [ m for m in recommendations[p.id] if m[0]["type"] not in body.required_measures ] # If we have a wall insulation measure, we MUST include mechanical ventilation # Additionally, if we have required measures, they should also be included. Therefore # we can discount the number of points required to get to the target SAP band (or increase) # in the case of ventilation needs_ventilation = any( x in property_measure_types for x in assumptions.measures_needing_ventilation) and not p.has_ventilation input_measures = prepare_input_measures(measures_to_optimise, body.goal, needs_ventilation) if not input_measures[0]: # This means that we have no defaults selected_recommendations = {} solution = [] else: fixed_gain = 0 if property_required_measures: # We get the SAP points for the required measures if body.goal != "Increasing EPC": raise NotImplementedError("Only EPC optimisation is currently supported") sap_by_type = [ {"type": rec["type"], "sap_points": rec["sap_points"]} for recs in property_required_measures for rec in recs ] # We get a MAX sap points per type max_per_type = ( pd.DataFrame(sap_by_type).groupby("type")["sap_points"].max().to_dict() ) fixed_gain = sum(max_per_type.values()) property_required_measure_types = {rec["type"] for rec in sap_by_type} # if the property needs ventilation, but the measure we optimise didn't include # venilation we add the points for ventilation as a fixed gain if needs_ventilation and any( r in property_required_measure_types for r in assumptions.measures_needing_ventilation ): fixed_gain += next( (r[0]["sap_points"] for r in recommendations[p.id] if r[0]["type"] == "mechanical_ventilation"), 0 ) current_sap_points = int(p.data["current-energy-efficiency"]) sap_gain = CostOptimiser.calculate_sap_gain_with_slack( epc_to_sap_lower_bound(body.goal_value) - current_sap_points ) - fixed_gain if body.simulate_sap_10: # We add 3 additional SAP points to the required gain to account for SAP 10 sap_gain += 3 if not body.optimise: if body.goal != "Increasing EPC": raise NotImplementedError("Only EPC optimisation is currently supported") solution = [] for sub_list in input_measures: # Select the entry with the highest gain, and if tied, choose the one with the lowest cost best_measure = max(sub_list, key=lambda x: (x['gain'], -x['cost'])) solution.append(best_measure) else: if body.budget: optimiser = GainOptimiser( input_measures, max_cost=body.budget, max_gain=sap_gain if sap_gain > 0 else 0 ) else: # The minimum gain is the minimum number of SAP points required to get to the target SAP band # If the gain is negative, the optimiser will return an empty solution optimiser = CostOptimiser( input_measures, min_gain=sap_gain ) optimiser.setup() optimiser.solve() solution = optimiser.solution selected_recommendations = {r["id"] for r in solution} if property_required_measures: # We select the cheapest of the required measures, into selected for recs in property_required_measures: # We select the cheapest of the required measures cost_to_id = { rec["recommendation_id"]: rec["total"] for rec in recs if rec["recommendation_id"] not in selected_recommendations } # Take the recommendation id with the lowers cost selected_recommendations.add(min(cost_to_id, key=cost_to_id.get)) # Update the solution with the selected recommendaitons solution = [] for recs in recommendations[p.id]: for rec in recs: if rec["recommendation_id"] in selected_recommendations: solution.append( { "id": rec["recommendation_id"], "cost": rec["total"], "gain": rec["sap_points"], "type": rec["type"] } ) # If wall insulation is selected, we also include mechanical ventilation as a best practice measure ventilation_selected = [ r for r in solution if "+mechanical_ventilation" in r["type"] ] if (any(x in [r["type"] for r in solution] for x in assumptions.measures_needing_ventilation) or len(ventilation_selected)): ventilation_rec = next( (r[0] for r in recommendations[p.id] if r[0]["type"] == "mechanical_ventilation"), None ) # If a matching recommendation was found, add its ID to the selected recommendations if ventilation_rec: selected_recommendations.add(ventilation_rec["recommendation_id"]) # If we have a trickle vents recommendation, we also switch it on. We don't just check the solution trickle_vents_rec = next( (r[0] for r in recommendations[p.id] if r[0]["type"] == "trickle_vents"), None ) # If a matching recommendation was found, add its ID to the selected recommendations if trickle_vents_rec: selected_recommendations.add(trickle_vents_rec["recommendation_id"]) # We'll use the set of selected recommendations to filter the recommendations to upload final_recommendations = [ [ {**rec, "default": True if rec["recommendation_id"] in selected_recommendations else False} for rec in recommendations_by_type ] for recommendations_by_type in recommendations[p.id] ] # We'll also unlist the recommendations so they're a bit easier to handle from here onwards recommendations[p.id] = [ rec for recommendations_by_type in final_recommendations for rec in recommendations_by_type ] # when we have buildings, we tweak our solar PV recommendations as if one unit needs it, we apply it to all # of them # TODO: We can probably do better and optimise at the building level - this is temp logger.info("Adjusting solar PV recommendations for buildings") building_ids = set([p.building_id for p in input_properties if p.building_id is not None]) for bid in building_ids: # We check if any of them have solar PV building = [p for p in input_properties if p.building_id == bid] has_solar = False for unit in building: # Get default recommendations has_solar = len([r for r in recommendations[unit.id] if r["default"] and r["type"] == "solar_pv"]) > 0 if has_solar: break if has_solar: # We adjust the units within the building for unit in building: for rec in recommendations[unit.id]: if rec["type"] == "solar_pv": # This is straightforward, we just set the default to True, since when we're at a building # level, we only allow 1 solar PV option for each unit. If we change this, this logic will # need to be updated rec["default"] = True # ~~~~~~~~~~~~~~~~ # Funding # ~~~~~~~~~~~~~~~~ # for p in input_properties: # funding_calulator = Funding( # tenure=body.housing_type, # starting_epc=p.data["current-energy-rating"], # starting_sap=int(p.data["current-energy-efficiency"]), # postcode=p.postcode, # floor_area=p.floor_area, # council_tax_band=None, # This is seemingly always None at the moment # property_recommendations=recommendations[p.id], # project_scores_matrix=eco_project_scores_matrix, # whlg_eligible_postcodes=whlg_eligible_postcodes, # gbis_abs_rate=15, # eco4_abs_rate=15, # ) # funding_calulator.check_eligibiltiy() # # Insert finding # p.insert_funding(funding_calulator) logger.info("Uploading recommendations to the database") # If we have any work to do, we create a new scenario engine_scenario = create_scenario( session=session, scenario={ "name": body.scenario_name, "created_at": created_at, "budget": body.budget, "portfolio_id": body.portfolio_id, "housing_type": body.housing_type, "goal": body.goal, "trigger_file_path": body.trigger_file_path, "already_installed_file_path": body.already_installed_file_path, "patches_file_path": body.patches_file_path, "non_invasive_recommendations_file_path": body.non_invasive_recommendations_file_path, "exclusions": body.exclusions, "multi_plan": body.multi_plan } ) property_valuation_increases = [] session.commit() new_epc_bands = {} property_value_increase_ranges = {} for i in range(0, len(input_properties), BATCH_SIZE): try: # Take a slice of the input_properties list to make a batch batch_properties = input_properties[i:i + BATCH_SIZE] for p in batch_properties: recommendations_to_upload = recommendations.get(p.id, []) default_recommendations = [r for r in recommendations_to_upload if r["default"]] total_sap_points = sum([r["sap_points"] for r in default_recommendations]) new_sap_points = float(p.data["current-energy-efficiency"]) + total_sap_points new_epc = sap_to_epc(new_sap_points) new_epc_bands[p.id] = new_epc total_cost = sum([r["total"] for r in default_recommendations]) valuations = PropertyValuation.estimate( property_instance=p, target_epc=new_epc, total_cost=total_cost ) property_value_increase_ranges[p.id] = valuations if p.is_new: property_details_epc = p.get_property_details_epc( portfolio_id=body.portfolio_id, rating_lookup=rating_lookup, ) create_property_details_epc(session, property_details_epc) update_or_create_property_spatial_details(session, p.uprn, p.spatial) property_data = p.get_full_property_data(current_valuation=valuations["current_value"]) update_property_data( session, property_id=p.id, portfolio_id=body.portfolio_id, property_data=property_data ) if not recommendations_to_upload: continue new_plan_id = create_plan(session, { "portfolio_id": body.portfolio_id, "property_id": p.id, "scenario_id": engine_scenario.id, "is_default": True if p.is_new else False, "name": body.scenario_name, "valuation_increase_lower_bound": ( valuations["lower_bound_increased_value"] - valuations["current_value"] ), "valuation_increase_upper_bound": ( valuations["upper_bound_increased_value"] - valuations["current_value"] ), "valuation_increase_average": ( valuations["average_increased_value"] - valuations["current_value"] ), }) upload_recommendations( session, recommendations_to_upload, p.id, new_plan_id ) property_valuation_increases.append( valuations["average_increased_value"] - valuations["current_value"] ) # Commit the session after each batch session.commit() except Exception as e: # Rollback the session if an error occurs session.rollback() print("Failed i = %s" % str(i)) logger.error(f"An error occurred during batch starting at index {i}: {e}") logger.info("Creating portfolio aggregations") # We implement this in the simplest way possible which will be just to query the database for all # recommendations associated to the portfolio and then aggregate them. This is not the most efficient # way to do this, but it's the simplest and will be a process that we can re-use since when we change a # recommendation from being default to not default, we'll need to re-run this process to re-calculate the # the portfolion level impact total_valuation_increase = sum(property_valuation_increases) labour_days = round(max( [sum(r["labour_days"] for r in rec_group if r["default"]) for p_id, rec_group in recommendations.items()] )) aggregated_data = extract_portfolio_aggregation_data( input_properties=input_properties, total_valuation_increase=total_valuation_increase, recommendations=recommendations, new_epc_bands=new_epc_bands, property_value_increase_ranges=property_value_increase_ranges ) aggregate_portfolio_recommendations( session, portfolio_id=body.portfolio_id, scenario_id=engine_scenario.id, total_valuation_increase=total_valuation_increase, labour_days=labour_days, aggregated_data=aggregated_data ) # Commit final changes session.commit() except IntegrityError: logger.error("Database integrity error occurred", exc_info=True) session.rollback() return Response(status_code=500, content="Database integrity error.") except OperationalError: logger.error("Database operational error occurred", exc_info=True) session.rollback() return Response(status_code=500, content="Database operational error.") except ValueError: logger.error("Value error - possibly due to malformed data", exc_info=True) session.rollback() return Response(status_code=400, content="Bad request: malformed data.") except Exception as e: # General exception handling logger.error(f"An error occurred: {e}") session.rollback() return Response(status_code=500, content="An unexpected error occurred.") finally: session.close() logger.info("Model Engine completed successfully") return Response(status_code=200)