"""The heating Recommendation Generator. Detects a dwelling whose heating system should be replaced and emits one "Heating & Hot Water" Recommendation of competing whole-system bundles — the Optimiser picks at most one (ADR-0024). Each bundle is a whole-system change: main heating + controls + fuel + meter + the implied hot water, folded into one Measure Option's `HeatingOverlay`. Hot water is never a separate competing measure; the legacy heating-vs-HW split double-counted. This slice covers the high-heat-retention storage (HHRSH) bundle; the ASHP and boiler bundles land in later slices. Detection + pricing only — impact is produced by scoring (ADR-0016). """ from typing import Optional from datatypes.epc.domain.epc_property_data import EpcPropertyData, MainHeatingDetail from datatypes.epc.domain.field_mappings import PROPERTY_TYPE_LOOKUP from domain.geospatial.planning_restrictions import PlanningRestrictions from domain.modelling.products import AshpCostInputs, AshpExistingSystem, Products from domain.modelling.recommendation import Cost, MeasureOption, Recommendation from domain.modelling.simulation import EpcSimulation, HeatingOverlay from repositories.product.product_repository import ProductRepository _HEATING_SURFACE = "Heating & Hot Water" _HHR_STORAGE_MEASURE_TYPE = "high_heat_retention_storage_heaters" _ASHP_MEASURE_TYPE = "air_source_heat_pump" # Electricity main-fuel code (Elmhurst → SAP10 Table 12). _ELECTRICITY_FUEL = 30 # Table 4a SAP main-heating code for high-heat-retention storage heaters; an # existing HHR system lodges this already, so it is not re-recommended. _HHR_STORAGE_SAP_CODE = 409 # RdSAP main_heating_category for a heat pump (Table 4a) — an existing heat pump # is never downgraded to storage heaters. _HEAT_PUMP_CATEGORY = 4 # The HHRSH bundle's absolute end-state (ADR-0024): high-heat-retention storage # heaters (Table 4a code 409) on a dual off-peak meter, with an off-peak # electric immersion hot-water cylinder. Pinned against the relodged after-cert # in the cascade tests; `mains_gas` and the heat emitter are unchanged by this # measure, so they are not written. _HHR_STORAGE_OVERLAY = HeatingOverlay( main_fuel_type=_ELECTRICITY_FUEL, sap_main_heating_code=_HHR_STORAGE_SAP_CODE, main_heating_control=2404, water_heating_code=903, water_heating_fuel=_ELECTRICITY_FUEL, cylinder_size=2, cylinder_insulation_type=1, cylinder_insulation_thickness_mm=120, cylinder_thermostat="Y", has_hot_water_cylinder=True, meter_type="Dual", ) # Representative heat-pump products Domna installs (one per brand we hold # contractor install rates for), as PCDB Table 362 indices — the catalogue we # may simulate the ASHP bundle with. Each is a valid, currently-available, # ~5 kW air-to-water unit providing space + water heating, chosen for high SAP # 10.2 Appendix N efficiency (space η at the dwelling's PSR, with a healthy # water η — many high-space records collapse on water and were rejected): # # Vaillant 110257 aroTHERM plus 5 kW space ~402% / water ~288% # Mitsubishi 104570 Ecodan PUZ-WM50VHA 5.0 kW space ~368% / water ~288% # Daikin 105008 Altherma ERGA04DVA 5.5 kW space ~376% / water ~288% # Samsung 108774 AE050CXYDEK 5 kW (R290) space ~394% / water ~309% # Grant 103768 AERONA3 HPID6R32 4.8 kW space ~395% / water ~332% # # We fix the Vaillant for the tracer: it is widely available for install and a # strong all-round SAP performer. (Promoting this to a per-dwelling choice is a # clean future change — see the sizing note below.) _VAILLANT_AROTHERM_PLUS_5KW_PCDB = 110257 # NOTE (sizing): the bundle installs ONE fixed ~5 kW product regardless of the # dwelling. SAP 10.2 Appendix N reads heat-pump efficiency at the dwelling's PSR # (= pump max output / design heat loss), so a fixed output is a deliberate # simplification: a 5 kW unit lands at a good PSR (~0.8-1.0) for modest # dwellings but is undersized for high-heat-loss ones (low PSR → lower space # efficiency), leaving SAP on the table. Sizing the pump to the dwelling (and # selecting the matching PCDB record) is future work — it also feeds the # size-banded ASHP costing. # The ASHP bundle's absolute end-state (ADR-0024): the fixed, representative, # contractor-installable heat pump above (RdSAP category 4) with time-and- # temperature-zone control (2210), a heat-pump hot-water cylinder, a single # (non off-peak) meter, and the dwelling switched off mains gas. The index is # the efficiency anchor — the applicator clears any stale `sap_main_heating_code` # when an index is set, so the calculator resolves the heat pump's SCOP from the # PCDB record. Pinned against the relodged after-cert. _ASHP_OVERLAY = HeatingOverlay( main_fuel_type=_ELECTRICITY_FUEL, main_heating_control=2210, main_heating_index_number=_VAILLANT_AROTHERM_PLUS_5KW_PCDB, main_heating_category=_HEAT_PUMP_CATEGORY, # Hot water from the main heat-pump system via the new cylinder (code 901, # "from main system"). Set absolutely so a combi (909/611) or electric # (903/908) before is reset to the fixed HP end-state, not just the case # where the before already lodged 901. water_heating_code=901, water_heating_fuel=_ELECTRICITY_FUEL, cylinder_size=4, cylinder_insulation_type=1, cylinder_insulation_thickness_mm=50, cylinder_thermostat="Y", has_hot_water_cylinder=True, meter_type="Single", mains_gas=False, ) # --- ASHP cost interpretation (ADR-0025): read the dwelling into the typed # inputs the catalogue math needs. The modelling-layer half of the split; the # pricing itself lives on `Products`. --- # A dwelling at or below this floor area is treated as a 1-2 bed property (only # affects the electric-storage decommission line — a £270 swing). _SMALL_PROPERTY_MAX_M2 = 75.0 # Design heat loss proxy: industry rule of thumb ~50 W per m2 of floor area. # The cost pump-size band is a minor lever, so this floor-area proxy is used in # preference to the calculator's HLC (ADR-0025). _KW_PER_M2 = 0.05 # Radiators ~= habitable rooms + kitchen + hall + bathroom (RdSAP excludes the # latter three from habitable rooms); fallback ~1 radiator per 13 m2. _RADIATOR_ROOM_OFFSET = 3 _RADIATOR_M2_PER_RADIATOR = 13.0 # main_fuel_type codes (gov API enum and/or Table 12) by fuel. Classification # keys on the heating *fuel*, NOT the `mains_gas` flag — that flag means gas is # available at the property, which is True even for electrically-heated dwellings # on a gas street (every 001431 electric fixture lodges mains_gas=True). _GAS_FUEL_CODES = frozenset({26, 1}) _OIL_FUEL_CODES = frozenset({28, 4, 71, 73, 75, 76}) _LPG_FUEL_CODES = frozenset({27, 2, 3, 5, 9}) def ashp_cost_inputs(epc: EpcPropertyData) -> AshpCostInputs: """Read an `EpcPropertyData` into the typed inputs `Products.ashp_bundle_cost` needs: the existing system, property-size band, design heat loss (floor-area proxy), radiator count, and whether a wet system can be reused (ADR-0025).""" system: AshpExistingSystem = _existing_system(epc) floor_area: float = epc.total_floor_area_m2 return AshpCostInputs( existing_system=system, is_small_property=floor_area <= _SMALL_PROPERTY_MAX_M2, design_heat_loss_kw=floor_area * _KW_PER_M2, radiator_count=_radiator_count(epc), has_reusable_wet_system=system in (AshpExistingSystem.GAS, AshpExistingSystem.OIL, AshpExistingSystem.LPG), ) def _existing_system(epc: EpcPropertyData) -> AshpExistingSystem: """Classify the dwelling's pre-retrofit system for decommission + reuse, keyed on the heating *fuel code* (not the misleading `mains_gas` flag). Electricity, gas, oil and LPG map to their categories; a dwelling with no lodged main system to NONE; anything unrecognised to OTHER (which prices the gas-line decommission fallback). The storage-vs-other-electric split is deliberately not made — both price the same decommission line (ADR-0025).""" details: list[MainHeatingDetail] = epc.sap_heating.main_heating_details if not details: return AshpExistingSystem.NONE fuel = details[0].main_fuel_type if fuel == _ELECTRICITY_FUEL: return AshpExistingSystem.ELECTRIC_STORAGE if fuel in _GAS_FUEL_CODES: return AshpExistingSystem.GAS if fuel in _OIL_FUEL_CODES: return AshpExistingSystem.OIL if fuel in _LPG_FUEL_CODES: return AshpExistingSystem.LPG return AshpExistingSystem.OTHER def _radiator_count(epc: EpcPropertyData) -> int: """Estimate radiators from habitable rooms (+ kitchen/hall/bathroom), or from floor area when the room count is missing (ADR-0025). Products clamps to its distribution table bounds.""" habitable: int = epc.habitable_rooms_count if habitable > 0: return habitable + _RADIATOR_ROOM_OFFSET return round(epc.total_floor_area_m2 / _RADIATOR_M2_PER_RADIATOR) def recommend_heating( epc: EpcPropertyData, products: ProductRepository, restrictions: PlanningRestrictions = PlanningRestrictions(), ) -> Optional[Recommendation]: """Return a "Heating & Hot Water" Recommendation of competing whole-system bundles for the dwelling, else None when no bundle is eligible. ASHP is additionally gated by the Property's planning protections (ADR-0024).""" options: list[MeasureOption] = [] hhr_option = _hhr_storage_option(epc, products) if hhr_option is not None: options.append(hhr_option) ashp_option = _ashp_option(epc, products, restrictions) if ashp_option is not None: options.append(ashp_option) if not options: return None return Recommendation(surface=_HEATING_SURFACE, options=tuple(options)) def _ashp_option( epc: EpcPropertyData, products: ProductRepository, restrictions: PlanningRestrictions, ) -> Optional[MeasureOption]: """The air-source heat-pump bundle, offered for any non-flat house/bungalow that is not listed/heritage and not already a heat pump.""" if not _ashp_eligible(epc, restrictions): return None # Cost is composed per-dwelling from the rate sheet (ADR-0025), not the # single catalogue scalar; the catalogue row is still read for its id. product = products.get(_ASHP_MEASURE_TYPE) cost: Cost = Products().ashp_bundle_cost(ashp_cost_inputs(epc)) return MeasureOption( measure_type=_ASHP_MEASURE_TYPE, description=( "Replace the heating with an air-source heat pump, time-and-" "temperature-zone controls and a heat-pump hot-water cylinder" ), overlay=EpcSimulation(heating=_ASHP_OVERLAY), cost=cost, material_id=product.id, ) def _ashp_eligible(epc: EpcPropertyData, restrictions: PlanningRestrictions) -> bool: """ASHP suits any non-flat house/bungalow that is not already a heat pump and is not fabric-protected. Eligibility encodes only physical/planning installability — the Optimiser owns the economics (ADR-0024), so floor area, built form, fuel, and fabric are deliberately not gates. A conservation area does not exclude ASHP (offered with a planning caveat); a listed/heritage protection (`blocks_internal`) does.""" main: MainHeatingDetail = epc.sap_heating.main_heating_details[0] if main.main_heating_category == _HEAT_PUMP_CATEGORY: return False if restrictions.blocks_internal: return False return _is_house_or_bungalow(epc) def _is_house_or_bungalow(epc: EpcPropertyData) -> bool: """Whether the dwelling is a house or bungalow (not a flat/maisonette). The Elmhurst path lodges the name; the API path a stringified RdSAP code (`PROPERTY_TYPE_LOOKUP`: 0 House, 1 Bungalow, 2 Flat, 3 Maisonette).""" raw: str = (epc.property_type or "").strip() if raw.lower() in ("house", "bungalow"): return True if raw.isdigit(): return PROPERTY_TYPE_LOOKUP.get(int(raw)) in ("House", "Bungalow") return False def _hhr_storage_option( epc: EpcPropertyData, products: ProductRepository ) -> Optional[MeasureOption]: """The high-heat-retention storage bundle, offered for an electrically-heated (or off-gas) dwelling that is not already HHR or a heat pump.""" if not _hhr_storage_eligible(epc): return None product = products.get(_HHR_STORAGE_MEASURE_TYPE) return MeasureOption( measure_type=_HHR_STORAGE_MEASURE_TYPE, description=( "Replace the heating with high heat retention storage heaters on an " "off-peak tariff, with an off-peak electric hot-water cylinder" ), overlay=EpcSimulation(heating=_HHR_STORAGE_OVERLAY), cost=Cost( total=product.unit_cost_per_m2, contingency_rate=product.contingency_rate ), material_id=product.id, ) def _hhr_storage_eligible(epc: EpcPropertyData) -> bool: """HHR storage suits an electrically-heated or off-gas dwelling, unless it is already HHR or a heat pump (translated from legacy `HeatingRecommender. is_high_heat_retention_valid`, which keyed on description strings).""" main: MainHeatingDetail = epc.sap_heating.main_heating_details[0] if main.sap_main_heating_code == _HHR_STORAGE_SAP_CODE: return False if main.main_heating_category == _HEAT_PUMP_CATEGORY: return False off_gas: bool = not epc.sap_energy_source.mains_gas electric_main: bool = main.main_fuel_type == _ELECTRICITY_FUEL return electric_main or off_gas