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Add the first boiler-upgrade option to the single "Heating & Hot Water" Recommendation (ADR-0024 expansion): a dwelling whose existing wet boiler heats a hot-water cylinder is offered a new gas condensing boiler, with the cylinder jacketed when under-insulated and given a thermostat when absent. One competing Option (the Optimiser picks <=1), folded into one composite Plan line. The end-state is read from the Elmhurst before/after re-lodgements (cert 001431, gas boiler upgrade - with cylinder), which REVISE ADR-0024: - Target is always a gas condensing boiler, not fuel-preserving: every after lodges fuel 26. Gas->gas always; a non-gas wet boiler ->gas only with a mains-gas connection; electric boilers are left alone (electrification is the upgrade path). Eligibility = wet-boiler SAP code (Table 4a/4b 101-141 / 151-161 / 191-196) + not an electric boiler + mains gas present. - End-state is a Table 4b SAP code, not a PCDB index: code 102 (regular boiler + cylinder). The calculator derives the condensing seasonal efficiency from the code, so no efficiency input exists or is needed. - A modern condensing boiler has a fanned flue: the after flips `fan_flue_present` False->True on every cert (SAP 10.2 Table 4f flue-fan + the Table 4b condensing-efficiency basis). Added as a new HeatingOverlay field, routed to main_heating_details[0]. - Cylinder thermostat is always added when absent (user-locked); the jacket is the 80 mm `cylinder_insulation_type=2` end-state, applied only when the cylinder is below 80 mm (never downgrading a better one). Both are conditional per-dwelling components, not a frozen overlay. Cascade-pinned delta-0 (SAP/CO2/PE) against the relodged after via `_assert_overlay_reproduces_after`. NB the absolute SAP on this dwelling is subject to a separate Summary-path mapper roof-fidelity gap (we read the roof better-insulated than Elmhurst, scoring ~75 vs the printed 56); the gap is identical on before+after (the boiler measure never touches the roof) so it cancels and the pin still proves the exact heating field-delta. Tracked on the calculator branch. Wires the new `gas_boiler_upgrade` MeasureType through contingencies (0.26), the offline sample catalogue, the catalogue-coverage list, and the ARA first-run integration seed (the option fires on any mains-gas boiler+cylinder dwelling). Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
378 lines
15 KiB
Python
378 lines
15 KiB
Python
"""Behaviour of the heating Recommendation Generator: detecting a dwelling
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whose heating system should be replaced and emitting one "Heating & Hot Water"
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Recommendation of competing whole-system bundles (ADR-0024). This slice covers
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the high-heat-retention storage (HHRSH) bundle; ASHP and boiler bundles land in
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later slices. Detection + pricing only; impact is produced by scoring (ADR-0016).
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"""
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from datatypes.epc.domain.epc_property_data import EpcPropertyData
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from domain.geospatial.planning_restrictions import PlanningRestrictions
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from domain.modelling.generators.heating_recommendation import recommend_heating
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from domain.modelling.product import Product
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from domain.modelling.recommendation import Recommendation
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from domain.modelling.simulation import HeatingOverlay
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from repositories.product.product_repository import ProductRepository
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from tests.domain.modelling._elmhurst_recommendation import (
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parse_recommendation_summary,
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)
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from tests.domain.sap10_calculator.worksheet._elmhurst_worksheet_000490 import (
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build_epc,
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)
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# Electricity main-fuel code (Elmhurst → SAP10) and the Table 4a SAP code an
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# existing (non-HHR) electric storage system lodges.
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_ELECTRICITY = 30
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_OLD_STORAGE_SAP_CODE = 402
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def _electric_storage_baseline() -> EpcPropertyData:
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"""A 000490 dwelling re-cast as an existing (non-HHR) electric storage
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system: electric main fuel, Table 4a code 402."""
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epc: EpcPropertyData = build_epc()
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main = epc.sap_heating.main_heating_details[0]
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main.main_fuel_type = _ELECTRICITY
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main.sap_main_heating_code = _OLD_STORAGE_SAP_CODE
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return epc
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class _StubProducts(ProductRepository):
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"""In-memory ProductRepository returning a fixed HHRSH product cost."""
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def get(self, measure_type: str) -> Product:
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return Product(
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measure_type=measure_type, unit_cost_per_m2=3500.0, contingency_rate=0.26
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)
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def test_electric_storage_dwelling_yields_an_hhr_storage_bundle() -> None:
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# Arrange — an existing electric storage system (not HHR).
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baseline: EpcPropertyData = _electric_storage_baseline()
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# Act
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recommendation: Recommendation | None = recommend_heating(baseline, _StubProducts())
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# Assert — one "Heating & Hot Water" Recommendation carrying the HHRSH
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# bundle, whose overlay is the absolute HHR end-state.
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assert recommendation is not None
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assert recommendation.surface == "Heating & Hot Water"
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options = {o.measure_type.value: o for o in recommendation.options}
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assert "high_heat_retention_storage_heaters" in options
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assert options["high_heat_retention_storage_heaters"].overlay.heating == HeatingOverlay(
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main_fuel_type=30,
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sap_main_heating_code=409,
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main_heating_control=2404,
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water_heating_code=903,
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water_heating_fuel=30,
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cylinder_size=2,
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cylinder_insulation_type=1,
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cylinder_insulation_thickness_mm=120,
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cylinder_thermostat="Y",
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has_hot_water_cylinder=True,
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meter_type="Dual",
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)
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def test_on_gas_boiler_dwelling_yields_no_hhr_storage_bundle() -> None:
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# Arrange — 000490 is a mains-gas combi (fuel 26, mains_gas True). HHR
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# storage suits off-gas / electric dwellings, not an on-gas gas boiler.
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baseline: EpcPropertyData = build_epc()
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# Act
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recommendation: Recommendation | None = recommend_heating(baseline, _StubProducts())
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# Assert — no HHRSH bundle (no other bundle is built in this slice → None).
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if recommendation is not None:
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assert "high_heat_retention_storage_heaters" not in {
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o.measure_type for o in recommendation.options
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}
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def test_already_hhr_storage_dwelling_yields_no_hhr_bundle() -> None:
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# Arrange — an electric dwelling already on HHR storage (Table 4a code 409)
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# must not be told to install HHR storage again (ASHP may still be offered as
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# a better end-state — it is a house here).
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baseline: EpcPropertyData = _electric_storage_baseline()
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baseline.sap_heating.main_heating_details[0].sap_main_heating_code = 409
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# Act
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recommendation: Recommendation | None = recommend_heating(baseline, _StubProducts())
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# Assert — no HHRSH bundle.
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if recommendation is not None:
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assert "high_heat_retention_storage_heaters" not in {
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o.measure_type for o in recommendation.options
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}
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def test_existing_heat_pump_dwelling_yields_no_hhr_storage_bundle() -> None:
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# Arrange — an electric dwelling already on a heat pump (category 4) is never
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# downgraded to storage heaters.
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baseline: EpcPropertyData = _electric_storage_baseline()
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baseline.sap_heating.main_heating_details[0].main_heating_category = 4
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# Act / Assert
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assert recommend_heating(baseline, _StubProducts()) is None
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def test_hhr_storage_bundle_carries_the_product_cost_and_contingency() -> None:
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# Arrange
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baseline: EpcPropertyData = _electric_storage_baseline()
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# Act
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recommendation: Recommendation | None = recommend_heating(baseline, _StubProducts())
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# Assert — the bundle's fully-loaded cost + contingency come from the product.
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assert recommendation is not None
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option = next(
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o
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for o in recommendation.options
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if o.measure_type == "high_heat_retention_storage_heaters"
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)
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assert option.cost is not None
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assert abs(option.cost.total - 3500.0) <= 1e-9
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assert abs(option.cost.contingency_rate - 0.26) <= 1e-9
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def _gas_boiler_house() -> EpcPropertyData:
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"""A 000490 mains-gas combi dwelling, explicitly a House — ASHP-eligible."""
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epc: EpcPropertyData = build_epc()
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epc.property_type = "House"
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return epc
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def test_gas_boiler_house_yields_an_ashp_bundle() -> None:
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# Arrange — a mains-gas house; ASHP is offered for any non-flat house/
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# bungalow regardless of current system or efficiency (ADR-0024).
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baseline: EpcPropertyData = _gas_boiler_house()
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# Act
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recommendation: Recommendation | None = recommend_heating(baseline, _StubProducts())
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# Assert — the ASHP bundle carries the absolute heat-pump end-state.
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assert recommendation is not None
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options = {o.measure_type.value: o for o in recommendation.options}
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assert "air_source_heat_pump" in options
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assert options["air_source_heat_pump"].overlay.heating == HeatingOverlay(
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main_fuel_type=30,
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main_heating_control=2210,
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main_heating_index_number=110257,
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main_heating_category=4,
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water_heating_code=901,
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water_heating_fuel=30,
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cylinder_size=4,
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cylinder_insulation_type=1,
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cylinder_insulation_thickness_mm=50,
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cylinder_thermostat="Y",
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has_hot_water_cylinder=True,
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meter_type="Single",
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mains_gas=False,
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)
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def test_ashp_bundle_carries_the_composite_per_dwelling_cost() -> None:
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# Arrange — a mains-gas regular boiler with a cylinder (90 m2, 7 habitable
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# rooms): the ASHP reuses the existing wet system (ADR-0025).
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epc: EpcPropertyData = parse_recommendation_summary(
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"ashp_from_system_boiler_with_cylinder_001431_before.pdf"
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)
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# Act
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recommendation: Recommendation | None = recommend_heating(epc, _StubProducts())
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assert recommendation is not None
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option = next(
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o for o in recommendation.options if o.measure_type == "air_source_heat_pump"
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)
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# Assert — composite: decommission (gas) 720 + pump (4.5 kW band) 9720 +
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# cylinder 2382.60 + reuse distribution (flush 168 + 0.5 x dist(10) 5220 =
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# 2778) = 15600.60, with the separate 25% ASHP contingency.
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assert option.cost is not None
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assert abs(option.cost.total - 15600.60) <= 1e-9
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assert abs(option.cost.contingency_rate - 0.25) <= 1e-9
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def test_listed_building_yields_no_ashp_bundle() -> None:
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# Arrange — a listed building protects the fabric; an external ASHP unit is
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# not auto-offered (ADR-0024). The dwelling is on gas, so HHRSH is also out.
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baseline: EpcPropertyData = _gas_boiler_house()
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# Act
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recommendation: Recommendation | None = recommend_heating(
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baseline, _StubProducts(), PlanningRestrictions(is_listed=True)
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)
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# Assert
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assert recommendation is None
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def test_conservation_area_still_yields_an_ashp_bundle() -> None:
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# Arrange — unlike glazing, a conservation area does NOT exclude ASHP; it is
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# offered with a planning caveat (ADR-0024, research-grounded).
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baseline: EpcPropertyData = _gas_boiler_house()
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# Act
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recommendation: Recommendation | None = recommend_heating(
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baseline, _StubProducts(), PlanningRestrictions(in_conservation_area=True)
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)
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# Assert
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assert recommendation is not None
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assert "air_source_heat_pump" in {o.measure_type for o in recommendation.options}
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def test_flat_yields_no_ashp_bundle() -> None:
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# Arrange — flats are not auto-offered an individual ASHP (siting/lease/
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# MCS-020 need a survey — ADR-0024).
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baseline: EpcPropertyData = _gas_boiler_house()
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baseline.property_type = "Flat"
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# Act
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recommendation: Recommendation | None = recommend_heating(baseline, _StubProducts())
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# Assert — no ASHP (and the gas flat is not HHRSH-eligible either → None).
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if recommendation is not None:
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assert "air_source_heat_pump" not in {
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o.measure_type for o in recommendation.options
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}
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def test_existing_heat_pump_yields_no_ashp_bundle() -> None:
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# Arrange — a dwelling already on a heat pump (category 4) is not re-offered
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# an ASHP.
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baseline: EpcPropertyData = _gas_boiler_house()
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baseline.sap_heating.main_heating_details[0].main_heating_category = 4
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# Act
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recommendation: Recommendation | None = recommend_heating(baseline, _StubProducts())
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# Assert
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if recommendation is not None:
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assert "air_source_heat_pump" not in {
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o.measure_type for o in recommendation.options
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}
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# --- Gas boiler upgrade (Heating/HW expansion) ----------------------------
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def _gas_boiler_with_cylinder_baseline() -> EpcPropertyData:
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"""A mains-gas wet boiler (Table 4b code 114) heating an uninsulated, un-
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thermostatted hot-water cylinder — the boiler-with-cylinder dwelling."""
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return parse_recommendation_summary("boiler_cyl_gas_001431_before.pdf")
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def test_gas_boiler_with_cylinder_dwelling_yields_a_boiler_upgrade_bundle() -> None:
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# Arrange — a mains-gas wet boiler with an uninsulated, un-thermostatted
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# cylinder: the upgrade fires both conditional cylinder fixes.
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baseline: EpcPropertyData = _gas_boiler_with_cylinder_baseline()
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# Act
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recommendation: Recommendation | None = recommend_heating(baseline, _StubProducts())
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# Assert — the absolute boiler end-state (code 102, fanned flue) with the
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# cylinder jacketed (type 2 / 80 mm) and thermostatted; controls, cylinder
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# size, and meter are left unchanged.
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assert recommendation is not None
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options = {o.measure_type.value: o for o in recommendation.options}
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assert "gas_boiler_upgrade" in options
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assert options["gas_boiler_upgrade"].overlay.heating == HeatingOverlay(
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main_fuel_type=26,
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heat_emitter_type=1,
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sap_main_heating_code=102,
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fan_flue_present=True,
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water_heating_code=901,
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water_heating_fuel=26,
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cylinder_insulation_type=2,
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cylinder_insulation_thickness_mm=80,
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cylinder_thermostat="Y",
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has_hot_water_cylinder=True,
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)
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def test_boiler_upgrade_skips_jacket_when_cylinder_already_insulated() -> None:
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# Arrange — the same dwelling but with an already well-insulated cylinder
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# (100 mm > the 80 mm jacket end-state): the jacket must not be re-applied
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# (and must never downgrade it).
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baseline: EpcPropertyData = _gas_boiler_with_cylinder_baseline()
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baseline.sap_heating.cylinder_insulation_thickness_mm = 100
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# Act
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recommendation: Recommendation | None = recommend_heating(baseline, _StubProducts())
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# Assert — no jacket fields, but the thermostat still added (absent before).
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assert recommendation is not None
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overlay = next(
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o for o in recommendation.options if o.measure_type == "gas_boiler_upgrade"
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).overlay.heating
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assert overlay is not None
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assert overlay.cylinder_insulation_type is None
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assert overlay.cylinder_insulation_thickness_mm is None
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assert overlay.cylinder_thermostat == "Y"
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def test_boiler_upgrade_skips_thermostat_when_already_present() -> None:
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# Arrange — the same dwelling but the cylinder already has a thermostat.
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baseline: EpcPropertyData = _gas_boiler_with_cylinder_baseline()
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baseline.sap_heating.cylinder_thermostat = "Y"
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# Act
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recommendation: Recommendation | None = recommend_heating(baseline, _StubProducts())
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# Assert — no thermostat field, but the jacket still added (uninsulated).
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assert recommendation is not None
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overlay = next(
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o for o in recommendation.options if o.measure_type == "gas_boiler_upgrade"
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).overlay.heating
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assert overlay is not None
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assert overlay.cylinder_thermostat is None
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assert overlay.cylinder_insulation_type == 2
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def test_no_cylinder_dwelling_yields_no_boiler_with_cylinder_bundle() -> None:
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# Arrange — a wet gas boiler with no hot-water cylinder (a combi); the with-
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# cylinder option does not apply (the combi option lands in a later slice).
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baseline: EpcPropertyData = _gas_boiler_with_cylinder_baseline()
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baseline.has_hot_water_cylinder = False
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# Act
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recommendation: Recommendation | None = recommend_heating(baseline, _StubProducts())
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# Assert
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if recommendation is not None:
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assert "gas_boiler_upgrade" not in {
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o.measure_type for o in recommendation.options
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}
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def test_electric_boiler_dwelling_yields_no_gas_boiler_upgrade() -> None:
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# Arrange — an electric boiler (Table 4a code 191) is left alone:
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# electrification, not a gas swap, is its upgrade path.
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baseline: EpcPropertyData = _gas_boiler_with_cylinder_baseline()
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baseline.sap_heating.main_heating_details[0].sap_main_heating_code = 191
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# Act
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recommendation: Recommendation | None = recommend_heating(baseline, _StubProducts())
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# Assert
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if recommendation is not None:
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assert "gas_boiler_upgrade" not in {
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o.measure_type for o in recommendation.options
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}
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def test_off_gas_boiler_yields_no_gas_boiler_upgrade() -> None:
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# Arrange — an oil boiler (Table 4b code 130) with no mains-gas connection:
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# a gas boiler cannot be installed, so no upgrade is offered (the gas end-
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# state is gated on a mains-gas connection).
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baseline: EpcPropertyData = _gas_boiler_with_cylinder_baseline()
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baseline.sap_heating.main_heating_details[0].sap_main_heating_code = 130
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baseline.sap_energy_source.mains_gas = False
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# Act
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recommendation: Recommendation | None = recommend_heating(baseline, _StubProducts())
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# Assert
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if recommendation is not None:
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assert "gas_boiler_upgrade" not in {
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o.measure_type for o in recommendation.options
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}
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