Model/domain/modelling/plan.py
Khalim Conn-Kowlessar b976c3abd2 feat(modelling): attribute per-measure bill savings via a telescoping cascade
`_plan_for` now scores the baseline + every cumulative prefix once
(`cascade_scores`, best-practice order) and reuses those Scores for both the
role-3 marginal attribution and a per-measure bill cascade: bill each prefix at
one Fuel Rates snapshot and take consecutive Bill deltas as each measure's
marginal delivered-kWh and £ saving. Saving is signed (ventilation is
negative) and telescopes exactly to the Plan headline savings, because the
Plan's baseline/post Bills are now the same cascade endpoints (`bills[0]` /
`bills[-1]`) — which also drops the redundant standalone baseline `calculate`.

`recommendation.kwh_savings` / `energy_cost_savings` are filled from these.
Adds `Bill.total_consumption_kwh` (shared by Plan + the orchestrator). Pinned
end-to-end on the real calculator: Σ per-measure savings == the Plan totals
(ADR-0014 amendment).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-03 18:01:11 +00:00

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"""Plan and Plan Measure — the Modelling stage's persisted output (ADR-0017).
A **Plan** is the per-Property output of one Scenario's modelling run: the
selected **Optimised Package** (its **Plan Measures**) plus the Property's
post-retrofit figures. It is single-phase — multi-phase is deferred
(ADR-0005) — so the headline figures are flat on the Plan.
A **Plan Measure** is the *output* counterpart of a Recommendation's candidate
Option: the one Option the Optimiser kept, frozen with its installed **Cost**
and its final-package (role-3) attributed **impact**. See CONTEXT.md.
"""
from dataclasses import dataclass
from typing import Optional
from datatypes.epc.domain.epc import Epc
from domain.billing.bill import Bill
from domain.modelling.scoring.package_scorer import Score
from domain.modelling.recommendation import Cost
from domain.modelling.scoring.scoring import MeasureImpact
@dataclass(frozen=True)
class PlanMeasure:
"""One selected Measure Option as it lands in a Plan: the measure, its
installed Cost, and its role-3 (final-package cascade) attributed impact.
`kwh_savings` (delivered energy) and `energy_cost_savings` (£) are this
measure's slice of the telescoping bill cascade — its marginal Bill delta
over the running package state. They can be negative (e.g. ventilation
increases energy) and telescope exactly to the Plan totals; `None` until
billing has run (persisted as NULL — ADR-0014 amendment). They are distinct
from `impact.energy_savings_kwh_per_yr`, which is *primary* energy."""
measure_type: str
description: str
cost: Cost
impact: MeasureImpact
kwh_savings: Optional[float] = None
energy_cost_savings: Optional[float] = None
@dataclass(frozen=True)
class Plan:
"""A Property's Plan for one Scenario: the selected Plan Measures and the
baseline / post-retrofit whole-package Scores. The persisted headline
figures are derived from these (cost aggregates, CO₂ saving, post band).
`baseline_bill` / `post_bill` are the Bills derived (at one Fuel Rates
snapshot) for the unmodified and post-package end-states; the energy/bill
headline figures derive from them, and are `None` until billing has run
(persisted as NULL — ADR-0014 amendment)."""
measures: tuple[PlanMeasure, ...]
baseline: Score
post_retrofit: Score
baseline_bill: Optional[Bill] = None
post_bill: Optional[Bill] = None
@property
def cost_of_works(self) -> float:
"""Sum of the Plan Measures' fully-loaded Costs."""
return sum((measure.cost.total for measure in self.measures), 0.0)
@property
def contingency_cost(self) -> float:
"""Sum of each Plan Measure's contingency (its Cost total × its
per-Measure-Type contingency rate)."""
return sum(
(
measure.cost.total * measure.cost.contingency_rate
for measure in self.measures
),
0.0,
)
@property
def post_sap_continuous(self) -> float:
"""The whole-package re-score's un-rounded SAP rating."""
return self.post_retrofit.sap_continuous
@property
def post_epc_rating(self) -> Epc:
"""The post-retrofit EPC band, from the rounded SAP rating."""
return Epc.from_sap_score(round(self.post_retrofit.sap_continuous))
@property
def co2_savings_kg_per_yr(self) -> float:
"""Whole-package CO₂ reduction (kg/yr) vs the baseline re-score. The
persistence mapper converts to tonnes for the live column contract."""
return self.baseline.co2_kg_per_yr - self.post_retrofit.co2_kg_per_yr
@property
def post_energy_bill(self) -> Optional[float]:
"""The post-package annual energy bill (£), or None if not billed."""
return None if self.post_bill is None else self.post_bill.total_gbp
@property
def energy_bill_savings(self) -> Optional[float]:
"""Annual bill reduction (£) vs the baseline bill, both at the same Fuel
Rates snapshot. None unless both bills were derived."""
if self.baseline_bill is None or self.post_bill is None:
return None
return self.baseline_bill.total_gbp - self.post_bill.total_gbp
@property
def post_energy_consumption(self) -> Optional[float]:
"""The post-package total delivered energy (kWh), or None if not billed."""
return None if self.post_bill is None else self.post_bill.total_consumption_kwh
@property
def energy_consumption_savings(self) -> Optional[float]:
"""Annual delivered-energy reduction (kWh) vs the baseline. None unless
both bills were derived."""
if self.baseline_bill is None or self.post_bill is None:
return None
return (
self.baseline_bill.total_consumption_kwh
- self.post_bill.total_consumption_kwh
)