Model/docs/adr/0040-nested-field-epc-persistence-fidelity.md
Khalim Conn-Kowlessar 79b86a38c1 docs: ADR-0039 (override-aware rebaseline) + ADR-0040 (nested persistence) 🟪
Record the two load-bearing decisions and correct the CONTEXT.md
'Calculated SAP10 Performance' entry: the lodged figure is kept at >=10.2
only for a pristine lodged cert; overrides/prediction adopt the calculator.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-26 19:25:54 +00:00

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# EPC persistence must round-trip nested scoring fields, guarded recursively
## Context
The modelling pipeline scores the **DB-stored** `EpcPropertyData` (ADR-0003: the DB is the read model). ADR-0036 added a round-trip-fidelity guarantee — an `EpcPropertyData` saved to the `epc_property` tables, reloaded and mapped back must reconstruct the original — backed by a deep-equality round-trip test and a structural coverage guard.
Both had a blind spot: they only covered **top-level** `EpcPropertyData` fields. The round-trip test only catches a dropped field when a *fixture populates it*, and the chosen fixtures (RdSAP-21.0.0/21.0.1) happened not to exercise certain fields; the structural guard inspected only `dataclasses.fields(EpcPropertyData)`, never recursing into nested objects. So fields on nested sub-objects were dropped **silently**, corrupting the scored baseline:
- `sap_energy_source.photovoltaic_arrays` — no table existed; a dwelling's solar PV was dropped on save, **12 SAP points** on a real ASHP+solar property (725634: `calc(live)` 74.6 → `calc(reloaded)` 62.1).
- `SapFloorDimension.is_exposed_floor` / `is_above_partially_heated_space` — no columns; a `True` flag reloaded as the `False` default, **flipping the floor's heat-loss path** (+8 SAP points on 721534).
- Recursing the guard then surfaced **seven more calculator-read nested fields** with no column (community-heating fuel + CHP fraction, alt-wall `is_sheltered`, wall insulation thermal conductivity, `pv_diverter_present`, measured cylinder volume, AP50 air permeability) — the same silent-drop class.
A lossy read model is corrosive: the handler models off the faithful **in-memory** live cert (so the *plan* is right) but the baseline re-reads the lossy DB projection, so the two disagree for reasons unrelated to any override — compounding the ADR-0039 baseline confusion.
## Decision
Make the `epc_property` projection **faithful for every scoring field**, and make the guard able to *see* nested gaps:
1. **New storage** (FE/Drizzle migrations, applied additively): `epc_photovoltaic_array` child table (one row per array, ordered by `array_index`); `epc_floor_dimension.{is_exposed_floor, is_above_partially_heated_space}`; and columns for the seven calculator-read nested fields. Python SQLModel + `save`/`_compose` mappers wire each, with deep-equality round-trip tests.
2. **Recursive structural guard**: the ADR-0036 coverage guard now walks **every domain dataclass reachable from `EpcPropertyData`** (through Optionals/lists) and asserts each field is either reconstructed by a `_compose`/`_to_*` mapper or on an allow-list keyed by `Class.field`. Adding a field at any depth now forces a conscious persist-or-justify decision.
Fields the calculator does **not** read stay allow-listed as dormant (e.g. `SapBuildingPart.{floor_u_value, roof_u_value, wall_u_value}`); a few structural gaps (`SapRoofWindow`, room-in-roof detail, alt-wall `u_value`/`wall_thickness_mm`) remain FE-column-pending and are explicitly allow-listed, not silent. The top-level `extract_fans_count` (a mirror of the persisted `sap_ventilation` copy the calculator actually reads) is reconstructed from that column so the object round-trips complete with no exception.
## Consequences
- The DB EPC round-trips **exactly for every scoring field** — verified against the live schema: 725634 and 721534 now reload with SAP delta `+0.00` (was 12.5 / +8.2). Residual non-equality is limited to allow-listed dormant fields and a sub-millimetre `real`-column float artifact, none scoring-relevant.
- This is a **prerequisite for [ADR-0039](0039-override-aware-rebaselining.md)**: storing `calc(EPC + overrides)` as the Effective baseline is only correct if the stored EPC is faithful. Until a property is re-modelled (handler re-fetches + re-saves), its existing DB row stays lossy, so the live baseline finalises only after deploy + re-model.
- A class of silent persistence drops can no longer hide: the recursive guard fails CI on any unjustified nested gap.
- New EPC scoring fields now carry a persistence cost (column + mapper + round-trip assertion) by construction — the intended friction.