import re import backend.app.assumptions as assumptions from recommendations.recommendation_utils import ( check_simulation_difference, override_costs, combine_recommendation_configs ) from backend.Property import Property from backend.app.plan.schemas import MEASURE_MAP from recommendations.Costs import Costs from etl.epc_clean.epc_attributes.MainheatAttributes import MainHeatAttributes from etl.epc_clean.epc_attributes.HotWaterAttributes import HotWaterAttributes from etl.epc_clean.epc_attributes.MainFuelAttributes import MainFuelAttributes from recommendations.HeatingControlRecommender import HeatingControlRecommender from utils.logger import setup_logger logger = setup_logger() class HeatingRecommender: high_heat_retention_contols_desc = "Controls for high heat retention storage heaters" DUAL_HEATING_DESCRIPTIONS = { "Boiler and radiators, mains gas, electric storage heaters": { "hhr": { "mainheating_description": "Boiler and radiators, mains gas, Electric storage heaters", "recommendation_description": "Install high heat retention electric storage heaters alongside the " "boiler. The current electric heaters may be retrofit with high heat " "retention storage controls" " however this is dependent on the existing system and may not be " "possible.", "controls_prefix": "current_controls" }, "boiler": { "mainheating_description": "Boiler and radiators, mains gas, electric storage heaters", "recommendation_description": "Upgrade the existing boiler to a new, more efficient condensing " "boiler. ", "controls_suffix": "Manual charge controls" }, # These are the heating types we need to produce a dual heating recommendation "dual": { "recommendation_description": "Upgrade both the existing boiler to a new condensing boiler and" " upgrade storage heaters to high heat retention storage heaters.", "types": [ # type 1 "boiler_upgrade", # type 2 "high_heat_retention_storage_heaters", ] } }, "Boiler and radiators, mains gas, electric underfloor heating": { "boiler": { "mainheating_description": "Boiler and radiators, mains gas, electric underfloor heating", "recommendation_description": "Upgrade the existing boiler to a new, more efficient condensing " "boiler. ", "controls_suffix": "Manual charge controls" }, # These are the heating types we need to produce a dual heating recommendation "dual": { "recommendation_description": "Upgrade the existing boiler to a new condensing boiler", "types": [ # type 1 "boiler_upgrade", ] } }, "Portable electric heaters assumed for most rooms, room heaters, electric": { "hhr": { "mainheating_description": "Electric storage heaters, radiators", "recommendation_description": "Install high heat retention electric storage heaters.", "controls_prefix": "" }, "boiler": { "mainheating_description": "Boiler and radiators, mains gas", "recommendation_description": "Upgrade to a new condensing boiler.", "controls_suffix": "" }, # These are the heating types we need to produce a dual heating recommendation "dual": None }, 'Electric underfloor heating, electric storage heaters': { # For this, we would recommend a heat pump "dual": None }, "Room heaters, electric, boiler and radiators, mains gas": { "hhr": { "mainheating_description": "Electric storage heaters, radiators", "recommendation_description": "Install high heat retention electric storage heaters.", "controls_prefix": "" }, "boiler": { "mainheating_description": "Boiler and radiators, mains gas", "recommendation_description": "Upgrade to a new condensing boiler.", "controls_suffix": "" }, "dual": None }, "Room heaters, electric, electric storage heaters": { "hhr": { "mainheating_description": "Electric storage heaters, radiators", "recommendation_description": "Install high heat retention electric storage heaters.", "controls_prefix": "" }, "dual": None }, 'Electric storage heaters, room heaters, electric': { "hhr": { "mainheating_description": "Electric storage heaters, radiators", "recommendation_description": "Install high heat retention electric storage heaters.", "controls_prefix": "" }, "dual": None } } def __init__(self, property_instance: Property, materials: list): self.property = property_instance self.costs = Costs(self.property) self.heating_recommendations = [] self.has_electric_heating_description = ( self.property.main_heating["has_electric"] or self.property.main_heating["has_electricaire"] ) self.has_ashp = self.property.main_heating["has_air_source_heat_pump"] self.has_gshp = self.property.main_heating["has_ground_source_heat_pump"] self.has_room_heaters = ( self.property.main_heating["has_room_heaters"] or self.property.main_heating["has_portable_electric_heaters"] ) self.has_boiler = self.property.main_heating["has_boiler"] self.dual_heating = self.identify_dual_heating() # Split out the different materials self.hhrsh_products = [ product for product in materials if product["type"] == "high_heat_retention_storage_heaters" ] def identify_dual_heating(self): # All heat systems are in here so we identify whether two of these are true # MainHeatAttributes.HEAT_SYSTEMS n_trues = 0 for heat_system in MainHeatAttributes.HEAT_SYSTEMS: if self.property.main_heating[f"has_{heat_system.replace(' ', '_')}"]: n_trues += 1 if n_trues > 2 or n_trues == 0: raise NotImplementedError("Implement me, zero or more than two heating systemss") if n_trues == 1: return False return True def is_high_heat_retention_valid(self, ashp_only_heating_recommendation, measures): """ Check conditions if high heat retention storage is valid If there's already an ASHP in place, we don't recommend HHR :return: """ # We can also recommend hhr if the property doesn't have a mains has connection no_mains = not self.property.data["mains-gas-flag"] # If the property already has room heaters then we recommend HHR as an option since the home already has # a variation of room heaters hhr_suitable = no_mains or self.has_electric_heating_description or self.has_room_heaters # If the property has community heating heaters in place, we don't recommend HHRSH has_community_heating = self.property.main_fuel["is_community"] # If the property currently has electric underfloor heating, we allow this if there is elecric immersion # hot water heating underfloor_not_an_issue = True if self.property.main_heating["has_electric_underfloor_heating"]: if self.property.hotwater["heater_type"] != "electric immersion": underfloor_not_an_issue = False hhr_suitable = hhr_suitable and not has_community_heating and underfloor_not_an_issue # If the property has a ground source heat pump, or air source heat pump, we don't recommend HHRSH return ( hhr_suitable and (not ashp_only_heating_recommendation) and not self.has_ashp and not self.has_gshp and ("high_heat_retention_storage_heaters" in measures) ) def is_boiler_upgrade_suitable(self, measures, ashp_only_heating_recommendation): """ These are the conditions we apply to recommend a boiler installation :return: """ # 1) if the property has mains heating with boiler and radiators, we recommend optimal heating controls # If it's NOT a gas boiler, we'll potentially recommend a boiler has_gas_boiler = self.has_boiler and self.property.main_heating["has_mains_gas"] # 2) If the property doesn't have a heating system, but it has access to the mains gas no_heating_has_mains = self.property.main_heating["clean_description"] in [ 'No system present, electric heaters assumed' ] and self.property.data["mains-gas-flag"] # The property is using portable heaters and has access to gas mains has_room_heaters = self.has_room_heaters and self.property.data["mains-gas-flag"] # We also check if the property has electric heating, but it has access to the mains gas electic_heating_has_mains = self.has_electric_heating_description and self.property.data["mains-gas-flag"] portable_heaters_has_mains = ( self.property.main_heating["has_portable_electric_heaters"] and self.property.data["mains-gas-flag"] ) # The next condition is if the home has a non-gas boiler, such as an oil boiler, with a mains gas connection non_gas_boiler = ( self.property.main_heating["has_boiler"] and not self.property.main_heating["has_mains_gas"] and self.property.data["mains-gas-flag"] ) # Additionally, if the property has a gas connection, is using gas heating but doesn't have a boiler, # we recommend a boiler non_boiler_gas_heating = ( self.property.data["mains-gas-flag"] and self.property.main_heating["has_mains_gas"] and not self.property.main_heating["has_boiler"] ) is_valid = ( ( has_gas_boiler or no_heating_has_mains or electic_heating_has_mains or has_room_heaters or portable_heaters_has_mains or non_gas_boiler or non_boiler_gas_heating ) and (not ashp_only_heating_recommendation) and ("boiler_upgrade" in measures) and (not self.has_ashp) and (not self.property.main_heating["has_warm_air"]) ) return is_valid, has_gas_boiler def recommend_dual_heating(self): if self.property.main_heating["clean_description"] not in self.DUAL_HEATING_DESCRIPTIONS: return # if we have set dual to None, we do not produce a dual heating recommendation if self.DUAL_HEATING_DESCRIPTIONS[ self.property.main_heating["clean_description"] ]["dual"] is None: return dual_heating_description = self.DUAL_HEATING_DESCRIPTIONS[ self.property.main_heating["clean_description"] ]["dual"]["types"] heating_measures = [ m for m in self.heating_recommendations if m["measure_type"] not in ["time_temperature_zone_control", "roomstat_programmer_trvs"] ] recommendation_system_types = list( set([x["system_type"] for x in heating_measures]) ) # We check if we have the required type if not any([x in recommendation_system_types for x in dual_heating_description]): return type_1_recommendations = [ x for x in heating_measures if x["system_type"] == dual_heating_description[0] ] type_2_recommendations = [ x for x in heating_measures if x["system_type"] == dual_heating_description[1] ] # we combine the two recommendations combined_recommendations = [] for rec in type_1_recommendations: for rec2 in type_2_recommendations: combined_rec = rec.copy() # Update the description combined_rec["description"] = self.DUAL_HEATING_DESCRIPTIONS[ self.property.main_heating["clean_description"] ]["dual"]["recommendation_description"] # Combine simulation_config # Make sure we end up with the best efficiecy values combined_rec["simulation_config"] = combine_recommendation_configs( rec["simulation_config"], rec2["simulation_config"] ) # Combine description_simulation combined_rec["description_simulation"] = combine_recommendation_configs( rec["description_simulation"], rec2["description_simulation"] ) # Combine costs for k in ["total", "subtotal", "vat", "labour_hours", "labour_days"]: combined_rec[k] = rec[k] + rec2[k] combined_rec["measure_type"] = "+".join([rec["measure_type"], rec2["measure_type"]]) combined_recommendations.append(combined_rec) self.heating_recommendations.extend(combined_recommendations) def recommend(self, has_cavity_or_loft_recommendations, phase=0, measures=None): """ Produces heating recommendations :param has_cavity_or_loft_recommendations: boolean indicating if we have produced a cavity or loft insulation recommendation. If there are cavity or loft recommendations, the property would need to complete those measures before being able to get the boiler upgrade scheme benefits. The messaging in the front end would be to :param phase: indicates the phase of the retrofit programme :param measures: A list of measures for the recommendations """ measures = MEASURE_MAP["heating"] if measures is None else measures # if we have a non-invasive ashp recommendation, we get the configuration directly from the property instance non_invasive_ashp_recommendation = next( (r for r in self.property.non_invasive_recommendations if r["type"] == "air_source_heat_pump"), {"survey": False} ) # We allow for the non-invasive recommendation to be that ASHP is not suitable # This option will prevent other heating recommendations from being specified, other than an ASHP ashp_only_heating_recommendation = non_invasive_ashp_recommendation.get( "ashp_only_heating_recommendation", False ) self.heating_recommendations = [] # This first iteration of the recommender will provide very basic recommendation # We recommend heating controls based on the main heating system hhr_valid = self.is_high_heat_retention_valid(ashp_only_heating_recommendation, measures) if hhr_valid: # Recommend high heat retention storage heaters self.recommend_hhr_storage_heaters(phase=phase, system_change=True, heating_controls_only=False) gas_boiler_suitable, has_gas_boiler = self.is_boiler_upgrade_suitable( measures=measures, ashp_only_heating_recommendation=ashp_only_heating_recommendation ) if gas_boiler_suitable: # This indicates that the home previously did not have a boiler in place and so would require # an overhaul to the system - right now, this is all reasons, apart from if there is an existing boiler system_change = not has_gas_boiler exising_room_heaters = self.property.main_heating["has_room_heaters"] self.recommend_boiler_upgrades( phase=phase, system_change=system_change, exising_room_heaters=exising_room_heaters ) # If we have dual heating and we allow for a combined recommendation, to upgrade both systems if self.dual_heating: self.recommend_dual_heating() # We recommend air source heat pumps # Heat pumps are suitable for all property types: # https://energysavingtrust.org.uk/from-flats-to-terraced-houses-heat-pumps-are-suitable-for-all-property-types/ # Just seems least probable for flats, so we'll allow houses and bungalows # In the future, we'll allow overrides, so that non-intrusive surveys can contradict these conditions # and either allow or prevent the recommendation of an air source heat pump if ( self.property.is_ashp_valid(measures=measures) and len(non_invasive_ashp_recommendation) and not self.has_ashp and not self.has_gshp ): self.recommend_air_source_heat_pump( phase=phase, has_cavity_or_loft_recommendations=has_cavity_or_loft_recommendations, ) return def recommend_electric_boiler_upgrade(self, phase): # Small initial scope, just handles the case of properties that have electric boilers where the efficiency # is poor or very poor # We recommend upgrading to a new electric boiler recommendation_phase = phase if self.property.data["mainheat-energy-eff"] not in ["Poor", "Very Poor"]: return hotwater_from_mains = self.property.hotwater["clean_description"] in ["From main system"] hotwater_from_cylinder = self.property.hotwater["clean_description"] in [ "From main system, no cylinder thermostat" ] # if the hotwater is from the mains, we probably have a combi boiler so we recommend a new electric boiler if hotwater_from_mains: description = f"Upgrade to a higher efficiency electric boiler" simulation_config = { "mainheat_energy_eff_ending": "Average", "hot_water_energy_eff_ending": "Average" } boiler_costs = self.costs.boiler( size=None, exising_room_heaters=False, system_change=False, n_heated_rooms=self.property.data["number-heated-rooms"], n_rooms=self.property.number_of_rooms, is_electric=True ) already_installed = "heating" in self.property.already_installed if already_installed: boiler_costs = override_costs(boiler_costs) description = "Heating system has already been upgraded, no further action needed." boiler_recommendation = { "phase": recommendation_phase, "parts": [], "type": "heating", "description": description, "starting_u_value": None, "new_u_value": None, "sap_points": None, "already_installed": already_installed, "simulation_config": simulation_config, **boiler_costs } controls_recommender = HeatingControlRecommender(self.property) controls_recommender.recommend(heating_description="Boiler and radiators, electric", phase=phase) self.heating_recommendations.extend([boiler_recommendation] + controls_recommender.recommendation) return if hotwater_from_cylinder: # We recommend a change from a system boiler, with a cylinder to a combi boiler description = ("Replace the existing boiler and cylinder without a thermostat with a new electric combi " "boiler") def size_heat_pump(self): """ Given the methodology by installers (SCIS) this function will perform a basic heat loss calculation and produce a recommendation for the size of the heat pump :return: """ floor_area = self.property.floor_area # We use the default heat loss W/m2 values are specified by the insaller, depending on the property type def remap_to_heat_loss(construction_age_band): if "before 1900" in construction_age_band: return "Pre 1900 (solid stone)" elif "1900-1929" in construction_age_band: return "Early 1900s (solid brick)" elif re.search(r'1930|1949|1950|1966|1967|1975', construction_age_band): return "1950-1980 (cavity void)" elif re.search(r'1976|1982|1983|1990', construction_age_band): return "Post 1980 (cavity wall construction)" elif re.search(r'1991|1995|1996|2002|2003|2011', construction_age_band): return "2000-2018" elif "2012 onwards" in construction_age_band: return "New build (2018+)" else: return None def select_heatpump_size(heat_loss_calculation): """ This function calculates the size of the heat pump based on the heat loss calculation, mapping the heat loss calculation to the size of the heat pump in KW :param heat_loss_calculation: This is calcualted as the floor area multipled by the heat loss constant, divided by 1000 """ if heat_loss_calculation < 5: return 5 elif 5 <= heat_loss_calculation < 6: return 6 elif 6 <= heat_loss_calculation < 8.5: return 8.5 elif 8.5 <= heat_loss_calculation < 11.2: return 11.2 elif 11.2 <= heat_loss_calculation < 14: return 14 elif 14 <= heat_loss_calculation < 17: return 17 elif 17 <= heat_loss_calculation < 20: return 20 else: return None heat_loss_constants = { "New build (2018+)": 35, "2000-2018": 50, "Post 1980 (cavity wall construction)": 60, "1950-1980 (cavity void)": 70, "Early 1900s (solid brick)": 80, "Pre 1900 (solid stone)": 90 } heat_loss_group = remap_to_heat_loss(self.property.construction_age_band) heat_loss_constant = heat_loss_constants[heat_loss_group] heat_loss_calculation = floor_area * heat_loss_constant / 1000 heat_pump_size = select_heatpump_size(heat_loss_calculation) return heat_pump_size @staticmethod def estimate_peak_kw( floor_area_m2: float, epc_primary_kwh_per_m2_yr: float | None = None, # Prefer these if available: space_heat_kwh_per_m2_yr: float | None = None, # from EPC/SAP if you can heat_loss_parameter_W_per_m2K: float | None = None, # HLP if available primary_to_delivered_factor: float = 1.0, space_heat_fraction_range=(0.5, 0.75), hdd_base_dd: float = 2100.0, # set per location (base 15.5 °C typical UK) t_indoor_C: float = 21.0, t_design_ext_C: float = -3.0, ): ΔT = t_indoor_C - t_design_ext_C # 1) Best available path: HLP → direct peak if heat_loss_parameter_W_per_m2K is not None: peak_kw = heat_loss_parameter_W_per_m2K * floor_area_m2 * ΔT / 1000.0 return peak_kw, peak_kw # no range needed # 2) Second-best: space-heating demand → HDD method if space_heat_kwh_per_m2_yr is not None: annual_space_kwh = space_heat_kwh_per_m2_yr * floor_area_m2 Htot = annual_space_kwh * 1000.0 / (hdd_base_dd * 24.0) # W/K peak_kw = Htot * ΔT / 1000.0 return peak_kw, peak_kw # 3) Minimal inputs: primary energy + assumed fraction → range assert epc_primary_kwh_per_m2_yr is not None annual_primary = epc_primary_kwh_per_m2_yr * floor_area_m2 annual_delivered = annual_primary / primary_to_delivered_factor def to_peak(space_fraction): annual_space = annual_delivered * space_fraction Htot = annual_space * 1000.0 / (hdd_base_dd * 24.0) return Htot * ΔT / 1000.0 low = to_peak(space_heat_fraction_range[0]) high = to_peak(space_heat_fraction_range[1]) return low, high @staticmethod def pick_model(peak_kw_range, models_kw=(5, 6, 8.5, 11.2, 14, 17, 20)): target = peak_kw_range[1] # cover the upper end for kw in models_kw: if kw >= target: return kw # Return the largest return max(models_kw) def recommend_air_source_heat_pump(self, phase, has_cavity_or_loft_recommendations, _return=False): """ This method will implement the recommendation for an air source heat pump This is ultimately an overhaul to the heating system and so is recommended as an alternative to other heating system recommendations :return: """ # Look for a non-intrusive recommendation non_intrusive_recommendation = next(( r for r in self.property.non_invasive_recommendations if r["type"] == "air_source_heat_pump" ), {}) controls_recommender = HeatingControlRecommender(self.property) controls_recommender.recommend(heating_description="Air source heat pump, radiators, electric", phase=phase) # ashp_size = self.size_heat_pump() # New functions to estimate size of ASHP estimated_load = self.estimate_peak_kw( floor_area_m2=self.property.floor_area, epc_primary_kwh_per_m2_yr=self.property.data["energy-consumption-current"], primary_to_delivered_factor=1.55, # use 1.13 if heating fuel is gas space_heat_fraction_range=(0.35, 0.60), hdd_base_dd=2000.0, # set from location t_indoor_C=21.0, t_design_ext_C=-1.0 # set from local CIBSE table ) ashp_size = self.pick_model(estimated_load) number_heated_rooms = self._estimate_n_heated_rooms() # We now adjust this depending on the floor area to get number of communcal rooms (e.g. hallways) communal_heated_rooms = self._estimate_n_communal_heated_rooms() ashp_costs = self.costs.air_source_heat_pump( ashp_size, number_heated_rooms=number_heated_rooms + communal_heated_rooms, total_floor_area=self.property.floor_area ) if non_intrusive_recommendation: # Update with non-intrusive recommendation if non_intrusive_recommendation.get("cost"): ashp_costs.update( {"total": non_intrusive_recommendation["cost"], "subtotal": None, "vat": None} ) already_installed = "air_source_heat_pump" in self.property.already_installed controls_recommendations = controls_recommender.recommendation if already_installed or not controls_recommendations: # We set an empty object, so we just produce one recommendation controls_recommendations = [None] if already_installed: ashp_costs = override_costs(ashp_costs) if non_intrusive_recommendation and not all([x is None for x in controls_recommendations]): # We just use the ttzc control controls_recommendations = [ x for x in controls_recommendations if ( x["description_simulation"]["mainheatcont-description"] == "Time and temperature zone control" ) ] # This is a map from the heating controls description to the description of the air source heat pump set up if ashp_size is None: ashp_descriptions = { "Time and temperature zone control": ( f"Install two cascaded air source heat pumps, and upgrade heating controls to Smart Thermostats, " "room sensors and smart radiator valves (time & temperature zone control). Ensure you have single " "tariff" ) } else: ashp_descriptions = { "Time and temperature zone control": ( f"Install a {ashp_size}KW air source heat pump, and upgrade heating controls to Smart Thermostats, " "room sensors and smart radiator valves (time & temperature zone control). Ensure you have a " "single tariff" ), "Programmer, TRVs and bypass": ( f"Install a {ashp_size}KW air source heat pump, with programmer, TRVs and a Bypass valve. Ensure " f"you " "have an 18 or 24 hour tariff" ), } new_heating_description = "Air source heat pump, radiators, electric" new_hot_water_description = "From main system" ashp_recommendations = [] for controls_rec in controls_recommendations: ashp_costs_with_controls = ashp_costs.copy() if controls_rec: for key in ashp_costs_with_controls: if ashp_costs_with_controls[key] is not None: ashp_costs_with_controls[key] += controls_rec[key] if controls_rec is None: description = f"Install a {ashp_size}KW Air source heat pump. Ensure you have a single tariff" elif already_installed: description = "The property already has an air source heat pump, no further action needed." else: description = ashp_descriptions[controls_rec["description_simulation"]["mainheatcont-description"]] # If the property does not have existing cavity and loft insulation, we include a note that the cost # includes the boiler upgrade scheme and that the cavity and loft need to be treated, to ensure access # to the funding if not non_intrusive_recommendation and self.property.data["tenure"] not in assumptions.SOCIAL_TENURES: if has_cavity_or_loft_recommendations: description = description + ( f" You must ensure that the property has an insulated cavity and " f"270mm+ loft insulation to qualify for the grant, to claim £7,500" f" of funding from the boiler upgrade scheme grant. " ) else: description = description + ( f" £7,500 of funding can be claimed from the boiler upgrade scheme" ) # These are the impacts based on a single tariff with an ashp simulation_config = { "mainheat_energy_eff_ending": "Good", "hot_water_energy_eff_ending": "Average" } description_simulation = { "mainheat-description": new_heating_description, "mainheat-energy-eff": simulation_config["mainheat_energy_eff_ending"], "hot-water-energy-eff": simulation_config["hot_water_energy_eff_ending"], "hotwater-description": new_hot_water_description, } # Installation of a boiler improves the hot water system so we need to reflect this in # the outcome of the recommendation heating_ending_config = MainHeatAttributes(new_heating_description).process() hotwater_ending_config = HotWaterAttributes(new_hot_water_description).process() # If the property does not currently have electric main fuel, we'll simulate the change fuel_ending_config = {} if self.property.main_fuel["fuel_type"] != "electricity": new_fuel_description = "electricity (not community)" fuel_ending_config = MainFuelAttributes(new_fuel_description).process() description_simulation = { **description_simulation, "main-fuel": new_fuel_description } # Check the simulation differences heating_simulation_config = check_simulation_difference( new_config=heating_ending_config, old_config=self.property.main_heating ) hotwater_simulation_config = check_simulation_difference( new_config=hotwater_ending_config, old_config=self.property.hotwater ) fuel_simulation_config = check_simulation_difference( new_config=fuel_ending_config, old_config=self.property.main_fuel ) simulation_config = { **simulation_config, **heating_simulation_config, **hotwater_simulation_config, **fuel_simulation_config, } if controls_rec is not None: # We should have just the single recommendation for heat controls, which is time # and temperature zone controls simulation_config = { **simulation_config, **controls_rec["simulation_config"] } description_simulation = { **description_simulation, **controls_rec["description_simulation"] } ashp_recommendation = { "phase": phase, "parts": [], "type": "heating", "measure_type": "air_source_heat_pump", "description": description, "starting_u_value": None, "new_u_value": None, "sap_points": None, "already_installed": already_installed, "simulation_config": simulation_config, "description_simulation": description_simulation, **ashp_costs_with_controls, "innovation_rate": 0 } ashp_recommendations.append(ashp_recommendation) if _return: return [ashp_recommendations] self.heating_recommendations.extend(ashp_recommendations) @staticmethod def check_simulation_difference(old_config, new_config): """ Given two dictionaries, that describe the heating control configurations, this method will compare the two and pick out the differences. These differences will be things that have been added and things that have been removed. This will be used to determine how we should be updating the configuration in the simulation :return: """ differences = {key + "_ending": new_config[key] for key in new_config if old_config[key] != new_config[key]} return differences def combine_heating_and_controls( self, controls_recommendations, heating_simulation_config, heating_description_simulation, costs, description, phase, heating_controls_only, system_change, system_type, heating_product, non_intrusive_recommendation=None ): """ Given a recommendation for heating controls, and a recommendation for the heating system, we combine the two into a single recommendation :param controls_recommendations: The heating controls recommendations :param heating_simulation_config: The simulation configuration for the heating system :param heating_description_simulation: The simulation configuration for the heating description :param costs: The costs of the heating system :param description: The description of the recommendation :param phase: The phase of the recommendation :param heating_controls_only: If True, we will also add a recommendation for heating controls only :param system_change: Indicates if we are recommending a different type of heating system, compared to the current system. If we have a system change and we have a heat control recommendation, we only recommend both heating and controls together :param system_type: The type of heating system we are recommending :param heating_product: The heating product we are recommending, used to determine the system type :param non_intrusive_recommendation: A non-intrusive recommendation, which may specify the number of SAP points or a cost for this recommendation """ if non_intrusive_recommendation is None: non_intrusive_recommendation = {} # We produce recommendations with & without heating controls # We will also produce a recommendation for heating controls only heating_controls_switch = [True, False] if controls_recommendations else [False] if not heating_simulation_config: heating_controls_switch = [] if system_change and len(controls_recommendations): heating_controls_switch = [True] output = [] for controls_switch in heating_controls_switch: total_costs = costs.copy() recommendation_simulation_config = heating_simulation_config.copy() recommendation_description_simulation = heating_description_simulation.copy() recommendation_description = description if controls_switch: # We add the costs of the heating controls, onto each key in the costs dictionary for key in total_costs: total_costs[key] += controls_recommendations[0][key] recommendation_simulation_config = { **recommendation_simulation_config, **controls_recommendations[0]["simulation_config"] } recommendation_description_simulation = { **recommendation_description_simulation, **controls_recommendations[0]["description_simulation"] } controls_description = controls_recommendations[0]['description'] recommendation_description = f"{description} {controls_description}" already_installed = "heating_controls" in self.property.already_installed if already_installed: total_costs = override_costs(total_costs) recommendation_description = "Heating system has already been upgraded, no further action needed." recommendation = { "phase": phase, "parts": [], "type": "heating", "measure_type": heating_product["type"], "description": recommendation_description, "starting_u_value": None, "new_u_value": None, "sap_points": non_intrusive_recommendation.get("sap_points"), "already_installed": already_installed, **total_costs, "simulation_config": recommendation_simulation_config, "description_simulation": recommendation_description_simulation, # We insert the heating system type here "system_type": system_type, "survey": non_intrusive_recommendation.get("survey", False), # In this instance, we are recommending an entire heating system so the innovation rate is becased # on the heating system as whole "innovation_rate": heating_product["innovation_rate"], } output.append(recommendation) if heating_controls_only and len(controls_recommendations): # Also add on a recommendation for heating controls only heating_control_recommendation = controls_recommendations[0].copy() # Capitalize the first letter of the description heating_control_recommendation["description"] = ( heating_control_recommendation["description"][0].upper() + heating_control_recommendation["description"][1:] ) output.append( { "phase": phase, "parts": [ # TODO ], "type": "heating", "starting_u_value": None, "new_u_value": None, "sap_points": None, **heating_control_recommendation } ) return output def is_hhr_already_installed(self): """ Check if the property already has high heat retention storage heaters :return: """ already_has_hhr = "Electric storage heaters" in self.property.main_heating["clean_description"] # Some electric storage heaters will show that the controls are "Manual charge controls" which are indicative # of the old model of electric storage heaters, originating from 1961. # Newer HHR storage heaters will charge up over night but will retain the heat durin the day for when warmth # is actually needed, unlike traditional storage heaters that charge up at night and release heat during the day # which isn't always ideal for the occupants. already_has_hhr_contols = ( self.property.main_heating_controls[ "clean_description" ].lower() == self.high_heat_retention_contols_desc.lower() ) return already_has_hhr and already_has_hhr_contols def _estimate_n_heated_rooms(self): # If the property is off-gas and has no heating system in place, the number of heated rooms will actually # be 0, so we use the number of rooms as the figure number_heated_rooms = ( self.property.data["number-heated-rooms"] if self.property.data["number-heated-rooms"] > 0 else ( self.property.number_of_rooms - 1 if self.property.number_of_rooms > 1 else self.property.number_of_rooms ) ) # To be conservative, we adjust if we still have 1 room if (number_heated_rooms == 1) and (self.property.number_of_rooms > 2): number_heated_rooms = self.property.number_of_rooms - 1 return number_heated_rooms def _estimate_n_communal_heated_rooms(self) -> int: """ Estimate number of communal circulation rooms (hallways / landings) that may reasonably contain a heater """ # Base assumptions base_by_type = { "Flat": 1, "Maisonette": 1, "Bungalow": 1, "House": 2, } # Fallback if property type unknown base = base_by_type.get(self.property.data["property-type"], 1) # Area-based adjustments if self.property.data["property-type"] in ("Flat", "Maisonette"): if self.property.floor_area > 90: return base + 1 # duplex or very large flat return base if self.property.data["property-type"] == "Bungalow": if self.property.floor_area > 100: return base + 1 # secondary corridor return base if self.property.data["property-type"] == "House": if self.property.floor_area > 140: return base + 1 # extra landing / circulation return base return base def recommend_hhr_storage_heaters(self, phase, system_change, heating_controls_only, _return=False): """ We will recommend upgrading to a high heat retention storage system, if the current system is not already high heat retention storage If the property currently has electric storage heaters, with automatic charge control, we allow for a high heat retention stoarage heaters recommendation. This is because the automatic charge control is not the same as the high heat retention storage heaters. HHR storage heaters aren't guaranteed to be more efficient but we can at least present the option to the end user and they can decide if they want to go ahead with the recommendation or not. There's a useful guide by quidos, describing the differences between some of the different storage heater options: https://www.quidos.co.uk/wp-content/uploads/2017/04/Technical-Bulletin-010417-Storage-Heatersv2.pdf :param phase: The phase of the recommendation :param system_change: Indicates if we are recommending a different type of heating system, compared to the current system :param heating_controls_only: Indicates if we should include a recommendation for just heating controls :param _return: Indicates if we should return the recommendations, rather than appending them to the recommendations list :return: """ controls_recommender = HeatingControlRecommender(self.property) # The heating controls we're recommending for are based on the recommended heating system # We only recommend Celect-type controls if the current heating system is not Celect-type controls if self.property.main_heating_controls["clean_description"] != self.high_heat_retention_contols_desc: if self.dual_heating: controls_prefix = self._map_dual_heating_description( backup_map_to_description="current_controls", output_type="controls_prefix", recommendation_type="hhr" ) if controls_prefix == "current_controls": description_prefix = self.property.main_heating_controls["clean_description"] elif controls_prefix == "": description_prefix = "" else: raise NotImplementedError("Implement me") else: description_prefix = "" controls_recommender.recommend( heating_description="Electric storage heaters", description_prefix=description_prefix, phase=phase ) has_hhr = self.is_hhr_already_installed() # Conditions for not recommending electric storage heaters if has_hhr: # No recommendation needed return # We check if there is a high heat retention non-intrusive recommendation non_intrusive_recommendation = next( (r for r in self.property.non_invasive_recommendations if r["type"] == "high_heat_retention_storage_heaters"), {} ) # We check if the property has dual heating in place with a boiler and storage heaters if self.dual_heating: new_heating_description = self._map_dual_heating_description( backup_map_to_description="Electric storage heaters", output_type="mainheating_description", recommendation_type="hhr" ) new_hot_water_description = self.property.hotwater["clean_description"] # We keep the hot water system else: new_heating_description = "Electric storage heaters" new_hot_water_description = "Electric immersion, off-peak" # Set up artefacts, suitable for the simulation and regardless of controls heating_ending_config = MainHeatAttributes(new_heating_description).process() heating_simulation_config = check_simulation_difference( new_config=heating_ending_config, old_config=self.property.main_heating ) hot_water_end_config = HotWaterAttributes(new_hot_water_description).process() hot_water_simulation_config = check_simulation_difference( new_config=hot_water_end_config, old_config=self.property.hotwater ) heating_simulation_config = { **heating_simulation_config, **hot_water_simulation_config } # This upgrade will only take the heating system to average energy efficiency if self.property.data["mainheat-energy-eff"] in ["Very Poor", "Poor"] and not self.dual_heating: heating_simulation_config["mainheat_energy_eff_ending"] = "Average" else: heating_simulation_config["mainheat_energy_eff_ending"] = self.property.data["mainheat-energy-eff"] # TODO:We possibly shouldn't touch the hot water energy efficiency if we aren't recommending dual immersion # we'll keep this for the moment though if self.property.data["hot-water-energy-eff"] in ["Very Poor", "Poor"]: heating_simulation_config["hot_water_energy_eff_ending"] = "Average" else: heating_simulation_config["hot_water_energy_eff_ending"] = self.property.data["hot-water-energy-eff"] number_heated_rooms = self._estimate_n_heated_rooms() # We focus on the 700 watt product hhrsh_product = next((x for x in self.hhrsh_products if x["size"] == 700), {}) # Upgrade to electric storage heaters costs = self.costs.high_heat_electric_storage_heaters( number_heated_rooms=number_heated_rooms, needs_cylinder=self.property.hotwater["system_type"] == "from main system", product=hhrsh_product ) if self.dual_heating: description = self._map_dual_heating_description( backup_map_to_description="Install high heat retention electric storage heaters with an appropriate " "off-peak tariff.", output_type="recommendation_description", recommendation_type="hhr" ) else: description = "Install high heat retention electric storage heaters with an appropriate off-peak tariff." # We check the existing heating system and controls if ( self.property.main_heating["has_electric_storage_heaters"] and self.property.main_heating_controls["charging_system"] in ["automatic charge control", "manual charge control"] ): description += (" The current electric heaters may be retrofit with high heat retention storage controls" " however this is dependent on the existing system and may not be possible.") heating_description_simulation = { "mainheat-description": new_heating_description, "mainheat-energy-eff": heating_simulation_config["mainheat_energy_eff_ending"], "hotwater-description": new_hot_water_description, "hot-water-energy-eff": heating_simulation_config["hot_water_energy_eff_ending"] } # TODO: Probably don't need to use this for HHRSH - simplify recommendations = self.combine_heating_and_controls( controls_recommendations=controls_recommender.recommendation, heating_simulation_config=heating_simulation_config, heating_description_simulation=heating_description_simulation, costs=costs, description=description, phase=phase, heating_controls_only=heating_controls_only, system_change=system_change, system_type="high_heat_retention_storage_heaters", non_intrusive_recommendation=non_intrusive_recommendation, heating_product=hhrsh_product ) # Check if HHRSH are already installed already_installed = "high_heat_retention_storage_heaters" in self.property.already_installed for rec in recommendations: rec["already_installed"] = already_installed if _return: return recommendations self.heating_recommendations.extend(recommendations) return None @staticmethod def estimate_boiler_size(property_type, built_form, floor_area, floor_height, num_heated_rooms): # Step 1: Base size estimation based on property type (as a starting point) base_size = { 'Flat': 25, 'House': 30, 'Maisonette': 28, 'Bungalow': 27 } # Step 2: Calculate the volume of the property volume = floor_area * floor_height # Step 3: Adjust base size for built form (to account for heat retention) form_adjustment = { 'Mid-Terrace': 0, 'End-Terrace': 2, 'Semi-Detached': 4, 'Detached': 6 } # Step 4: Further adjust for the total volume and number of heated rooms volume_adjustment = (volume / 100) # Simplified adjustment factor for volume rooms_adjustment = (num_heated_rooms - 5) * 0.5 # Assuming base case of 5 rooms # Calculate the estimated boiler size estimated_size = base_size[property_type] + form_adjustment[built_form] + volume_adjustment + rooms_adjustment # Step 5: Align with available boiler sizes and ensure it does not exceed 35kW, as it's rare to need more available_sizes = [30, 35, 40, 45, 50] estimated_size = min(max(estimated_size, 30), 40) # Ensure within 30kW to 35kW range # Find the closest available size (in this case, either rounding up or down to align with 30 or 35) closest_size = min(available_sizes, key=lambda x: abs(x - estimated_size)) return closest_size @staticmethod def estimate_electric_boiler_size(num_heated_rooms): """ We use the approach similar to as defined in https://www.greenmatch.co.uk/boilers/combi-boilers/electric-combi-boilers Instead of radiators as a proxy, we do the number of heated rooms :param num_heated_rooms: The number of heated rooms in the property :return: """ return max(num_heated_rooms * 1.5, 6) def _map_dual_heating_description( self, backup_map_to_description, output_type, recommendation_type ): """ Utility function to handle dual heating systems :param backup_map_to_description: :return: """ if backup_map_to_description not in [ # Recommendation descriptions - these are the textual descriptions shown in the front end "Upgrade to a new condensing boiler.", "Install high heat retention electric storage heaters with an appropriate off-peak tariff.", # Simulation descriptions - this is the new EPC description we simulate with in the case # of single heating "Boiler and radiators, mains gas", "Electric storage heaters", # Suffixes allowed "", # Controls prefixes "current_controls" ]: raise ValueError(f"Invalid backup_map_to_description, given {backup_map_to_description}") if output_type not in [ "recommendation_description", "mainheating_description", "controls_suffix", "controls_prefix", ]: raise ValueError(f"Invalid output_type, given {output_type}") if recommendation_type not in [ "boiler", "hhr", ]: raise ValueError(f"Given invalid recommendation type {recommendation_type}") # "Upgrade to a new condensing boiler." if self.dual_heating: # We check if we have a mapped description if self.property.main_heating["clean_description"] not in self.DUAL_HEATING_DESCRIPTIONS: logger.warning( f"We have a dual heating system that hasn't been mapped, defaulting to single " f"{self.property.main_heating['clean_description']}" ) return backup_map_to_description return self.DUAL_HEATING_DESCRIPTIONS[ self.property.main_heating["clean_description"] ][recommendation_type][output_type] return backup_map_to_description def recommend_boiler_upgrades(self, phase, system_change, exising_room_heaters): """ This boiler recommendation will only recommend a like-for-like upgrade, since changing the system is generally more expensive :param phase: :param system_change: Indicates if the property would be undergoing a heating system change. This could be true if the home didn't have a heating system in place, or if the home had electric heating previously :param exising_room_heaters: Indicates if the property had room heaters previously - if so, a boiler recommendation will need to be accompanied by removal of the room heaters :return: """ recommendation_phase = phase # We now recommend boiler upgrades, if applicable simulation_config = {} boiler_costs = {} boiler_recommendation = {} description_simulation = {} has_inefficient_space_heating = self.property.data["mainheat-energy-eff"] in ["Very Poor", "Poor", "Average"] # We check if there's a mains connection and the hot water is inefficient, as this will improve with a boiler has_inefficient_water = ( self.property.data["mains-gas-flag"] and self.property.data["hot-water-energy-eff"] in ["Very Poor", "Poor"] ) non_invasive_recommendation = next(( r for r in self.property.non_invasive_recommendations if r["type"] == "boiler_upgrade" ), {}) if has_inefficient_space_heating or has_inefficient_water: description = self._map_dual_heating_description( backup_map_to_description="Upgrade to a new condensing boiler.", output_type="recommendation_description", recommendation_type="boiler" ) new_heating_eff = ( "Good" if self.property.data["mainheat-energy-eff"] in ["Very Poor", "Poor", "Average"] else self.property.data["mainheat-energy-eff"] ) new_hotwater_eff = ( "Good" if self.property.data["hot-water-energy-eff"] in ["Very Poor", "Poor", "Average"] else self.property.data["hot-water-energy-eff"] ) simulation_config = { "mainheat_energy_eff_ending": new_heating_eff, "hot_water_energy_eff_ending": new_hotwater_eff } description_simulation = { "mainheat-energy-eff": simulation_config["mainheat_energy_eff_ending"], "hot-water-energy-eff": simulation_config["hot_water_energy_eff_ending"], } if system_change: # Installation of a boiler improves the hot water system so we need to reflect this in # the outcome of the recommendation new_heating_description = self._map_dual_heating_description( backup_map_to_description="Boiler and radiators, mains gas", output_type="mainheating_description", recommendation_type="boiler" ) new_hotwater_description = "From main system" new_fuel_description = "mains gas (not community)" heating_ending_config = MainHeatAttributes(new_heating_description).process() hotwater_ending_config = HotWaterAttributes(new_hotwater_description).process() fuel_ending_config = MainFuelAttributes(new_fuel_description).process() heating_simulation_config = check_simulation_difference( new_config=heating_ending_config, old_config=self.property.main_heating ) hotwater_simulation_config = check_simulation_difference( new_config=hotwater_ending_config, old_config=self.property.hotwater ) fuel_simulation_config = check_simulation_difference( new_config=fuel_ending_config, old_config=self.property.main_fuel ) simulation_config = { **simulation_config, **heating_simulation_config, **hotwater_simulation_config, **fuel_simulation_config, } description_simulation = { **description_simulation, "mainheat-description": new_heating_description, "hotwater-description": new_hotwater_description, "main-fuel": new_fuel_description } boiler_costs = self.costs.boiler( exising_room_heaters=exising_room_heaters, system_change=system_change, n_heated_rooms=self.property.data["number-heated-rooms"], n_rooms=self.property.number_of_rooms ) already_installed = "boiler_upgrade" in self.property.already_installed if already_installed: boiler_costs = override_costs(boiler_costs) description = "Heating system has already been upgraded, no further action needed." boiler_recommendation = { "phase": recommendation_phase, "parts": [], "type": "heating", "measure_type": "boiler_upgrade", "description": description, "starting_u_value": None, "new_u_value": None, "sap_points": non_invasive_recommendation.get("sap_points", None), "already_installed": already_installed, "simulation_config": simulation_config, "description_simulation": description_simulation, **boiler_costs, "system_type": "boiler_upgrade", "survey": non_invasive_recommendation.get("survey", None), "innovation_rate": 0, } # We recommend the heating controls # If the property did not previously have a boiler, we combine controls_recommender = HeatingControlRecommender(self.property) if self.dual_heating: description_suffix = self._map_dual_heating_description( backup_map_to_description="", output_type="controls_suffix", recommendation_type="boiler" ) else: description_suffix = "" controls_recommender.recommend( heating_description="Boiler and radiators, mains gas", description_suffix=description_suffix, phase=recommendation_phase ) # We may have 2 recommendations from the heating controls if not controls_recommender.recommendation and not boiler_recommendation: return if not system_change and len(boiler_recommendation): # If there is not a system change, we add the boiler recommendation at point. self.heating_recommendations.extend([boiler_recommendation]) if system_change and len(boiler_recommendation): # We combine the heating and controls recommendations, in the case of a system change # If this is true, we set SAP points to None and survey to False for the boiler recommendation. # We check if we actually have a boiler recommendation as we may not if the heating and hot water # are already efficient enough combined_recommendations = [] for controls_recommendation in controls_recommender.recommendation: combined_recommendation = self.combine_heating_and_controls( controls_recommendations=[controls_recommendation], heating_simulation_config=simulation_config, heating_description_simulation=description_simulation, costs=boiler_costs, description=boiler_recommendation["description"], phase=recommendation_phase, heating_controls_only=False, system_change=True, system_type="boiler_upgrade", heating_product={ # temp until we do another product database update "type": "boiler_upgrade", "innovation_rate": 0 } ) combined_recommendations.extend(combined_recommendation) # Overwrite the existing boiler recommendation self.heating_recommendations.extend(combined_recommendations) else: # We consider a heating control upgrade as a measure which occures in the same phase as a boiler upgrade # Namely, we have the following options within this phase # 1) Boiler + heating controls # 2) Boiler only # 3) Heating controls only # But they are options that are not mutually exclusive # So, we actually set heating controls as a heating recommendation self.heating_recommendations.extend(controls_recommender.recommendation) return