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Model/recommendations/RoofRecommendations.py
Khalim Conn-Kowlessar 5ba4833892 fixed getting innovation rate for rir
2025-08-29 00:19:47 +01:00

588 lines
27 KiB
Python
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import math
import pandas as pd
from backend.Property import Property
from backend.app.plan.schemas import MEASURE_MAP
from typing import List
from datatypes.enums import QuantityUnits
from recommendations.recommendation_utils import (
get_roof_u_value, r_value_per_mm_to_u_value, calculate_u_value_uplift, is_diminishing_returns,
update_lowest_selected_u_value, get_recommended_part, convert_thickness_to_numeric, override_costs,
check_simulation_difference
)
from recommendations.Costs import Costs
from etl.epc_clean.epc_attributes.RoofAttributes import RoofAttributes
class RoofRecommendations:
# part L building regulations indicate that any rennovations on an existing property's roof should
# achieve a U-value of no higher than 0.16
# This can be seen in table 4.3 in building regulations part L:
# https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/1133079
# /Approved_Document_L__Conservation_of_fuel_and_power__Volume_1_Dwellings__2021_edition_incorporating_2023_amendments.pdf
BUILDING_REGULATIONS_PART_L_MAX_U_VALUE = 0.16
DIMINISHING_RETURNS_U_VALUE = 0.14
# It is recommended that lofts should have at least 270mm of insulation. If the property has more than 200mm of
# loft insulation in place already, we do not recommend anything for the moment
MINIMUM_LOFT_ISULATION_MM = 200
MINIMUM_RECOMMENDED_LOFT_INSULATION = 280
# Flat roof should have at least 100mm of insulation
MINIMUM_FLAT_ROOF_ISULATION_MM = 100
def __init__(
self,
property_instance: Property,
materials: List
):
self.property = property_instance
self.costs = Costs(self.property)
# For audit purposes, when estimating u values we'll store it
self.estimated_u_value = None
# Will contains a list of recommended measures
self.recommendations = []
self.loft_insulation_materials = [
part for part in materials if (part["type"] == "loft_insulation") and (part["is_installer_quote"])
]
# We don't have proper installer quotes for flat roof insulation
self.flat_roof_insulation_materials = [
part for part in materials if part["type"] == "flat_roof_insulation"
]
self.room_roof_insulation_materials = [
part for part in materials if part["type"] == "room_roof_insulation"
]
# Extract the insulation thickness from the roof, which is used throughout this method
self.insulation_thickness = convert_thickness_to_numeric(
self.property.roof["insulation_thickness"],
self.property.roof["is_pitched"],
self.property.roof["is_flat"]
)
@classmethod
def get_loft_insulation_sap_limit(cls, roof_energy_eff, existing_thickness):
"""
Get the SAP limit for loft insulation
:param roof_energy_eff:
:return:
"""
if str(existing_thickness).isdigit():
if float(existing_thickness) >= 250:
return 0
if roof_energy_eff in ["Good", "Very Good"]:
return 1
return None
def is_loft_already_insulated(self, measures):
"""
Check if the loft is already insulated
"""
# If we have a non-invasive recommendation for the loft insulation, we can assume that the loft is not insulated
if "loft_insulation" in measures:
return False
return (self.insulation_thickness > self.MINIMUM_LOFT_ISULATION_MM) and self.property.roof["is_pitched"]
def is_room_roof_insulated_or_unsuitable(self, measures):
"""
Check if the room roof is already insulated
"""
# If the roof is a room roof room roof is not included in the measures, we deem the recommendation unsuitable
unsuitable = "room_roof_insulation" not in measures and self.property.roof["is_roof_room"]
if unsuitable:
return True
full_insulated_room_roof = (
self.property.roof["is_roof_room"] and
self.property.roof["insulation_thickness"] in ["average", "above_average"]
)
room_roof_insulated_at_rafters = (
self.property.roof["is_pitched"] and
self.property.roof["is_at_rafters"] and
self.property.roof["insulation_thickness"] in ["average", "above_average"]
)
has_non_invasive_recommendation = any(
x["type"] == "room_roof_insulation" for x in self.property.non_invasive_recommendations
)
return (full_insulated_room_roof or room_roof_insulated_at_rafters) and not has_non_invasive_recommendation
def recommend(self, phase, measures=None, default_u_values=False):
if self.property.roof["has_dwelling_above"]:
return
measures = MEASURE_MAP["roof_insulation"] if measures is None else measures
u_value = self.property.roof["thermal_transmittance"]
# If we have a flat roof but we don't have flat roof as a measure, we exit
if self.property.roof["is_flat"] and "flat_roof_insulation" not in measures:
return
# We check if the roof is already insulated and if so, we exit
# Building regulations part L recommend installing at least 270mm of insulation, however generally we
# experience diminishing returns in terms of SAP once we go beyond around 150mm of insulation
# This only holds true for pitched roofs.
if self.is_loft_already_insulated(measures):
return
if (self.insulation_thickness >= self.MINIMUM_FLAT_ROOF_ISULATION_MM) and self.property.roof["is_flat"]:
return
if self.is_room_roof_insulated_or_unsuitable(measures):
return
if self.property.roof["is_thatched"]:
return
# If we have a u-value and we don't have a non-invasive recommendation, we can't recommend anything
if u_value and not any(
x in MEASURE_MAP["roof_insulation"] for x in [r["type"] for r in self.property.non_invasive_recommendations]
):
# We don't have enough information to provide a recommendation
return
u_value = get_roof_u_value(
insulation_thickness=self.property.roof["insulation_thickness"],
has_dwelling_above=self.property.roof["has_dwelling_above"],
is_loft=self.property.roof["is_loft"],
is_roof_room=self.property.roof["is_roof_room"],
is_thatched=self.property.roof["is_thatched"],
age_band=self.property.age_band,
is_flat=self.property.roof["is_flat"],
is_pitched=self.property.roof["is_pitched"],
is_at_rafters=self.property.roof["is_at_rafters"],
)
self.estimated_u_value = u_value
if (u_value <= self.BUILDING_REGULATIONS_PART_L_MAX_U_VALUE) or all(
m not in measures for m in MEASURE_MAP["roof_insulation"]
):
# The Roof is already compliant
return
non_invasive_recommendations = self.property.non_invasive_recommendations
# We check a specific condition - which will imply loft insulation isn't appropriate but room in roof
# insulation is
# 1) We have an uninsulated loft (assumed)
# 2) We have a non-intrusive recommendation for room in roof insulation
rir_over_loft = (
self.property.roof["is_pitched"] and
self.property.roof["insulation_thickness"] == "none" and
"room_in_roof_insulation" in [x["type"] for x in non_invasive_recommendations]
)
# We firstly handle non-intrusive recommendations, which may override the normal roof insulation recommendations
if ("loft_insulation" in [x["type"] for x in non_invasive_recommendations]) or (
self.property.roof["is_pitched"] and "loft_insulation" in measures and
not self.property.roof["is_at_rafters"]
) and not rir_over_loft:
self.recommend_roof_insulation(
u_value=u_value,
insulation_thickness=self.insulation_thickness,
phase=phase,
is_flat=False,
is_pitched=True,
default_u_values=default_u_values
)
return
if (
(self.property.roof["is_flat"] and "flat_roof_insulation" in measures) or
"flat_roof_insulation" in [x["type"] for x in non_invasive_recommendations]
):
self.recommend_roof_insulation(
u_value=u_value,
insulation_thickness=0,
phase=phase,
is_flat=True,
is_pitched=False,
default_u_values=default_u_values
)
return
# There are cases where the property might have a room roof as the second roof, but we have a recommendation for
# it, so we allow this override
if self.property.roof["is_roof_room"] and ("room_roof_insulation" in measures) or (
"room_roof_insulation" in [x["type"] for x in non_invasive_recommendations] or
rir_over_loft
):
self.recommend_room_roof_insulation(u_value, phase, default_u_values)
return
raise NotImplementedError("Implement me")
@staticmethod
def make_roof_insulation_description(material):
if material["type"] == "loft_insulation":
return f"Install {int(material['depth'])}{material['depth_unit']} of {material['description']} in your loft"
if material["type"] == "flat_roof_insulation":
return (
f"Insulate the home's flat roof with {int(material['depth'])}{material['depth_unit']} of "
f"{material['description']}"
)
if material["type"] == "room_roof_insulation":
return (f"Insulate your room roof with {int(material['depth'])}{material['depth_unit']} of "
f"{material['description']}")
raise ValueError("Invalid material type")
def recommend_roof_insulation(
self, u_value, insulation_thickness, phase, is_pitched, is_flat, default_u_values
):
"""
This method will recommend which insulation materials to use
This function handles both the case of loft insulation and flat roof insulation
We also follow advide provided in this article on the Energy Saving Trust website, providing
high level guidance around roof insulation:
https://energysavingtrust.org.uk/advice/roof-and-loft-insulation/
The process roughly looks like the following:
- Remove the Existing Weatherproof Layer: If the roof is being replaced, remove the old weatherproof layer to
expose the timber roof surface.
- Install Insulation Boards: Lay the rigid insulation boards directly on the timber roof surface.
Ensure the boards fit tightly together to prevent thermal bridging (heat loss through the gaps).
- Add a Vapour Control Layer (VCL): This is crucial to prevent moisture from entering the insulation layer,
which can lead to dampness and rot. The VCL is placed over the insulation.
- Install a New Weatherproof Layer: On top of the insulation and VCL, install a new weatherproof layer. This
could be traditional roofing materials like bitumen-based felt, rubber membranes like EPDM, or fiberglass.
:param u_value: U-value of the roof before any retrofit measures have been installed
:param insulation_thickness: Existing Insulation thickness of the loft
:param phase: Phase of the recommendation
:param is_pitched: Is the roof pitched
:param is_flat: Is the roof flat
:param default_u_values: Use default u-values
:return:
"""
# With loft insulation, 100mm goes between the joists and the rest is rolled on top
# Therefore the price is 100mm + whatever thickness is rolled on top, rolled at a 90 degree angle
# from the base layer
if is_pitched:
insulation_materials = self.loft_insulation_materials
measure_type = "loft_insulation"
elif is_flat:
insulation_materials = self.flat_roof_insulation_materials
measure_type = "flat_roof_insulation"
else:
raise ValueError("Roof is not pitched or flat")
if not insulation_materials:
raise ValueError("No roof insulation materials found")
insulation_materials = pd.DataFrame(insulation_materials)
non_invasive_recommendations = next(
(r for r in self.property.non_invasive_recommendations if
r["type"] == insulation_materials["type"].values[0]), {}
)
lowest_selected_u_value = None
recommendations = []
for _, insulation_material_group in insulation_materials.groupby("description"):
for _, material in insulation_material_group.iterrows():
# We make sure we hit a depth of 270mm. We should factor in any existing insulation if the
# loft is already partially insulated.
# Note: This requirement is only for loft insulation
if (
material["depth"] < self.MINIMUM_RECOMMENDED_LOFT_INSULATION
) and is_pitched:
continue
part_u_value = r_value_per_mm_to_u_value(material["depth"], material["r_value_per_mm"])
_, new_u_value = calculate_u_value_uplift(u_value, part_u_value)
new_u_value = math.ceil(new_u_value * 100.0) / 100.0
# If I have a lowest U value and my new u value is higher than that but lower than the
# diminishing returns threshold, it can be considered
# If I have a lowest U value and my new u value is lower than the lowest value, it's
# further into the diminishing returns threshold and can shouldn't be
if is_diminishing_returns(
recommendations, new_u_value, lowest_selected_u_value, self.DIMINISHING_RETURNS_U_VALUE
):
continue
# We allow a small tolerance for error so we don't discount the recommendation entirely
if new_u_value <= self.BUILDING_REGULATIONS_PART_L_MAX_U_VALUE:
lowest_selected_u_value = update_lowest_selected_u_value(lowest_selected_u_value, new_u_value)
cost_result = self.costs.loft_and_flat_insulation(
floor_area=self.property.insulation_floor_area,
material=material
)
already_installed = material["type"] in self.property.already_installed
if already_installed:
cost_result = override_costs(cost_result)
if material["type"] == "loft_insulation":
# We take the new thickness as just the thickness of the insulation, to be conservative
# and assume that any existing insulation will be replaced
new_thickness = material["depth"]
# This is based on the values we have in the training data
valid_numeric_values = [
12,
25,
50,
75,
100,
150,
200,
250,
270,
300,
350,
400,
]
proposed_depth = new_thickness
if (new_thickness not in valid_numeric_values) and material["type"] == "loft_insulation":
# Take the nearest value for scoring
proposed_depth = min(
valid_numeric_values, key=lambda x: abs(x - proposed_depth)
)
if proposed_depth >= 300:
new_efficiency = "Very Good"
else:
if self.property.data["roof-energy-eff"] not in ["Good", "Very Good"]:
new_efficiency = "Good"
else:
new_efficiency = "Very Good"
new_description = f"Pitched, {int(proposed_depth)}mm loft insulation"
if default_u_values:
# We update the u-value with the default if we're using default u-values
new_u_value = get_roof_u_value(
insulation_thickness=str(int(new_thickness)),
has_dwelling_above=self.property.roof["has_dwelling_above"],
is_loft=self.property.roof["is_loft"],
is_roof_room=self.property.roof["is_roof_room"],
is_thatched=self.property.roof["is_thatched"],
age_band=self.property.age_band,
is_flat=self.property.roof["is_flat"],
is_pitched=self.property.roof["is_pitched"],
is_at_rafters=self.property.roof["is_at_rafters"],
)
elif material["type"] == "flat_roof_insulation":
new_description = "Flat, insulated"
new_efficiency = "Good"
if default_u_values:
new_u_value = get_roof_u_value(
insulation_thickness="100",
has_dwelling_above=self.property.roof["has_dwelling_above"],
is_loft=self.property.roof["is_loft"],
is_roof_room=self.property.roof["is_roof_room"],
is_thatched=self.property.roof["is_thatched"],
age_band=self.property.age_band,
is_flat=self.property.roof["is_flat"],
is_pitched=self.property.roof["is_pitched"],
is_at_rafters=self.property.roof["is_at_rafters"],
)
else:
raise ValueError("Invalid material type")
roof_ending_config = RoofAttributes(new_description).process()
roof_simulation_config = check_simulation_difference(
new_config=roof_ending_config, old_config=self.property.roof, prefix="roof_"
)
simulation_config = {
**roof_simulation_config,
"roof_thermal_transmittance_ending": new_u_value,
"roof_energy_eff_ending": new_efficiency
}
recommendations.append(
{
"phase": phase,
"parts": [
get_recommended_part(
part=material.to_dict(),
quantity=self.property.insulation_wall_area,
quantity_unit=QuantityUnits.m2.value,
cost_result=cost_result
)
],
"type": material["type"],
"measure_type": measure_type,
"description": self.make_roof_insulation_description(material),
"starting_u_value": u_value,
"new_u_value": new_u_value,
"sap_points": non_invasive_recommendations.get("sap_points", 0),
"already_installed": already_installed,
"simulation_config": simulation_config,
"description_simulation": {
"roof-description": new_description,
"roof-energy-eff": new_efficiency
},
**cost_result,
"survey": non_invasive_recommendations.get("survey", False),
"innovation_rate": material.to_dict()["innovation_rate"]
}
)
self.recommendations = recommendations
def recommend_room_roof_insulation(self, u_value, phase, default_u_values):
"""
This method recommends room in roof insulation for properties that have been identified
to possess a room in roof.
Because we currently have limited data about the construction of the roof, we make the following
assumptions:
1) The room in roof has a sloped roof.
We will make some basic estimations about the area of the roof given the floor area and the height of the
floors
2) Insulation of external walls is covered by the wall recommendation class
3) We assume a "Gable" roof type
Further, we recommend internal roof insulation for the room in roof
The following document contains details around best practices for insulating a room in roof
https://assets.publishing.service.gov.uk/media/61d727d18fa8f50594b59305/retrofit-room-in-roof-insulation-best
-practice.pdf
Of particular interest are the following:
We also follow advide provided in this article on the Energy Saving Trust website, providing
high level guidance around roof insulation:
https://energysavingtrust.org.uk/advice/roof-and-loft-insulation/
To insulate a warm loft, the following advice is given
"An alternative way to insulate your loft is to fit rigid insulation boards between and over the rafters.
Rafters are the sloping timbers that make up the roof itself."
To then insulate a room roof, the following recommendation is provided:
"If you want to use your loft as a living space, or it is already being used as a living space,
then you need to make sure that all the walls and ceilings between a heated room and an unheated space
are insulated.
- Sloping ceilings can be insulated in the same way as for a warm roof,
but with a layer of plasterboard on the inside of the insulation.
- Vertical walls can be insulated in the same way.
- Flat ceilings can be insulated like a standard loft.
:param u_value: Current u-value of the roof
:param phase: Phase of the recommendation
:param default_u_values: Use default u-values
:return:
"""
# We have a list of materials that can be used for room roof insulation
# We will iterate over these materials and recommend them based on the current u-value of the roof
# and the cost of the materials
rir_non_invasive_recommendation = next(
(x for x in self.property.non_invasive_recommendations if x["type"] == "room_in_roof_insulation"), {}
)
insulation_materials = pd.DataFrame(self.room_roof_insulation_materials)
# lowest_selected_u_value = None
recommendations = []
for _, material_group in insulation_materials.groupby("description"):
for material in material_group.itertuples():
part_u_value = r_value_per_mm_to_u_value(material.depth, material.r_value_per_mm)
_, new_u_value = calculate_u_value_uplift(u_value, part_u_value)
new_u_value = math.ceil(new_u_value * 100.0) / 100.0
# We allow a small tolerance for error so we don't discount the recommendation entirely
estimated_cost = (
material.total_cost * self.property.insulation_floor_area if
rir_non_invasive_recommendation.get("cost") is None else
rir_non_invasive_recommendation.get("cost")
)
# Could also be Roof room(s), ceiling insulated
new_descriptin = "Roof room(s), insulated"
roof_ending_config = RoofAttributes(new_descriptin).process()
roof_simulation_config = check_simulation_difference(
new_config=roof_ending_config, old_config=self.property.roof, prefix="roof_"
)
if self.property.data["roof-energy-eff"] in ["Very Poor", "Poor"]:
new_efficiency = "Average"
else:
new_efficiency = self.property.data["roof-energy-eff"]
if default_u_values:
new_u_value = get_roof_u_value(
insulation_thickness="average",
has_dwelling_above=self.property.roof["has_dwelling_above"],
is_loft=self.property.roof["is_loft"],
is_roof_room=self.property.roof["is_roof_room"],
is_thatched=self.property.roof["is_thatched"],
age_band=self.property.age_band,
is_flat=self.property.roof["is_flat"],
is_pitched=self.property.roof["is_pitched"],
is_at_rafters=self.property.roof["is_at_rafters"],
)
simulation_config = {
**roof_simulation_config,
"roof_thermal_transmittance_ending": new_u_value,
"roof_energy_eff_ending": new_efficiency
}
already_installed = "flat_roof_insulation" in self.property.already_installed
cost_result = {
"total": estimated_cost,
"labour_hours": 80,
"labour_days": 5,
}
if already_installed:
cost_result = override_costs(cost_result)
recommendations.append(
{
"phase": phase,
"parts": [],
"type": "room_roof_insulation",
"measure_type": "room_roof_insulation",
"description": "Insulate room in roof at rafters and re-decorate",
"starting_u_value": u_value,
"new_u_value": new_u_value,
"sap_points": rir_non_invasive_recommendation.get("sap_points", None),
"simulation_config": simulation_config,
"description_simulation": {
"roof-description": new_descriptin,
"roof-energy-eff": new_efficiency
},
**cost_result,
"already_installed": already_installed,
"survey": rir_non_invasive_recommendation.get("survey", None),
"innovation_rate": material.innovation_rate
}
)
self.recommendations = recommendations
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