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Khalim Conn-Kowlessar c7f38de984 Slice S0380.45: wire β-split into PE cascade per SAP 10.2 Appendix M1 §8
The PE cascade in calculator.py was crediting ALL PV generation at the
IMPORT PEF (Table 12 ~1.501) instead of splitting per Appendix M1
§4/§8 — onsite-consumed E_PV,dw at the IMPORT PEF and exported E_PV,ex
at the EXPORT PEF (Table 12 code 60 = 0.501). The over-credit on the
exported portion was the primary driver of the ASHP-cohort PE Δ -7..-15
kWh/m² under-count.

Wiring (cert_to_inputs.py):
  - `_pv_array_monthly_generation_kwh(array, climate)` — per-array E_PV,m
    via Appendix M1 §2 (p.92) apportioning: 0.8 × kWp × ZPV × monthly
    solar radiation. Reuses ORIENTATION/PITCH/Z lookups already in
    `_pv_array_generation_kwh_per_yr`. Annual sum equals the existing
    helper to float precision.
  - `_pv_monthly_generation_kwh(epc, climate)` — sums per-array monthlies;
    falls back to the same §11.1 b) percent-roof-area synthesis as the
    annual helper for certs without per-array detail.
  - `_pv_battery_capacity_kwh(epc)` — total usable battery capacity =
    per-battery capacity × pv_battery_count. The 15 kWh cap per §3c is
    applied inside `pv_beta_coefficients` and not duplicated here.
  - `_pv_eligible_demand_monthly_kwh(...)` — assembles D_PV,m per §3a
    p.93: lighting + appliances + cooking + electric showers + pumps
    & fans, plus E_space,m when main fuel is Table-12 {30, 32, 34, 35,
    38} (electricity not at off-peak) and E_water,m when water heating
    fuel is Table-12 30 (standard electricity). Off-peak immersion ×
    (243) and the Appendix G4 PV-diverter branch are deferred —
    current cohort fixtures don't exercise them.
  - In `cert_to_inputs`: assemble monthly EPV + DPV + battery, call
    `pv_split_monthly`, pass `pv_dwelling_kwh_per_yr` +
    `pv_exported_kwh_per_yr` through to CalculatorInputs.

Wiring (calculator.py):
  - New fields: `pv_dwelling_kwh_per_yr: Optional[float]`,
    `pv_exported_kwh_per_yr: Optional[float]`,
    `pv_export_primary_factor: float = 0.501` (Table 12 code 60).
  - PE cascade now does:
      pv_offset = E_PV,dw × IMPORT_PEF + E_PV,ex × EXPORT_PEF
    when both split fields are set. Legacy fall-through to all-IMPORT
    when either is None (preserves synthetic CalculatorInputs
    constructions in unit tests).

Test impact (golden-fixture residual shifts — all expected, re-pinned):

  Pre-Slice 45 → Post-Slice 45:
    - 0330 (no PV):                  +0.44 → +0.44   (unchanged ✓)
    - 0350 (PV + 5 kWh battery):     -7.78 → +2.73
    - 0380 (PV + 5 kWh battery):    -14.60 → +8.09
    - 2130 (PV + gas combi):        -38.63 → -9.70   (also SAP +1 shift)
    - 2225 (PV + 5 kWh battery):    -11.77 → +4.48
    - 2636 (PV + 5 kWh battery):     -9.65 → +3.42
    - 3800 (PV + 5 kWh battery):     -9.61 → +3.58
    - 9285 (PV + 5 kWh battery):     -7.96 → +3.20
    - 9418 (PV + 5 kWh battery):     -7.30 → +4.67
    - 9501 (PV, no battery):         -8.28 → +0.25   (CLOSED ✓)

  Cert 9501 closing to +0.25 with the β-split alone confirms the
  implementation is spec-correct. The 7-cert 5-kWh-battery cohort
  now over-shoots in the positive direction because the cascade's
  E_PV magnitude is ~3× the worksheet's (cert 0380 cascade 2570 kWh/yr
  vs worksheet 831 kWh/yr — peak_power=3 interpreted as 3 kWp while
  worksheet uses ~1 kWp). With E_PV overestimated, R_PV = E_PV / D_PV
  is too high → β_m from §3d formula too low → not enough credit
  shifts to the IMPORT factor. Slice S0380.46 audits the cascade's
  E_PV magnitude (kWp interpretation, S lookup, or ZPV mapping).

  Chain tests (cohort-1 + cohort-2 SAP-rating-vs-worksheet) all stay
  <1e-4 — Slice 45 only touches the PE cascade; SAP rating uses the
  cost cascade which is still on the old all-export path.

Test suite: 763 pass + 0 fail. Pyright net-zero on touched files.

Spec citations:
  - SAP 10.2 specification Appendix M1 §3a (p.93) — D_PV,m assembly.
  - SAP 10.2 specification Appendix M1 §3c-d (p.94) — β formula.
  - SAP 10.2 specification Appendix M1 §4 (p.94) — E_PV,dw / E_PV,ex.
  - SAP 10.2 specification Appendix M1 §8 (p.94) — PE factor split.
  - SAP 10.2 Table 12 code 60 — EXPORT PEF = 0.501.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-06-01 16:28:47 +00:00
.devcontainer pr review, move domain and orhcestration 2026-06-01 14:00:31 +00:00
.github/workflows added landlord description overrides 2026-05-29 12:12:54 +00:00
.idea scaffolding for ml pipeline 2026-05-16 14:15:56 +00:00
.vscode added utils to allow easier subtask management 2026-03-02 15:15:39 +00:00
applications move landlord overrides 2026-06-01 15:46:46 +00:00
asset_list redeploy old postcode splitter 2026-05-21 09:46:47 +00:00
backend Slice S0380.43: SAP 631 open-fire → House coal spec fuel — closes cert 2102 2026-06-01 16:28:47 +00:00
backlog implemented onboarding 2026-04-21 20:23:33 +00:00
datatypes Slice S0380.43: SAP 631 open-fire → House coal spec fuel — closes cert 2102 2026-06-01 16:28:47 +00:00
deployment/terraform added landlord description overrides 2026-05-29 12:12:54 +00:00
docs/adr move landlord overrides 2026-06-01 15:46:46 +00:00
domain Slice S0380.45: wire β-split into PE cascade per SAP 10.2 Appendix M1 §8 2026-06-01 16:28:47 +00:00
epr_data_exports allowing carbon and energy otimisation by removing slack 2025-07-31 19:13:16 +01:00
etl added batch description and nonfunded measures 2026-05-27 10:30:19 +00:00
infrastructure move landlord overrides 2026-06-01 15:46:46 +00:00
model_data/requirements its working the way khalim wanted wiht postcode and then search that 2026-01-22 15:17:13 +00:00
orchestration moved classifier data transformation to an easy one 2026-06-01 14:53:34 +00:00
recommendations save 2026-05-07 15:55:44 +00:00
repositories move landlord overrides 2026-06-01 15:46:46 +00:00
scripts Slice S0380.39: bulk-fetch 38 cohort-2 EPC API JSONs for cross-mapper parity 2026-06-01 16:28:47 +00:00
sfr/principal_pitch added added historic epc data class with shape 2026-05-08 12:03:35 +00:00
survey_report quidos site notes extraction 2025-02-18 19:49:29 +00:00
tests move landlord overrides 2026-06-01 15:46:46 +00:00
utilities get rid of comments 2026-05-20 13:21:11 +00:00
utils rename files in sharepoint to desired structure 2026-05-20 16:26:07 +00:00
.coveragerc fixed unit tests 2023-10-05 16:04:12 +01:00
.dockerignore deployment from infrastructure 2026-05-19 12:55:30 +00:00
.gitignore fixed merge conflicts from main 2026-05-26 11:21:09 +00:00
__init__.py added checking for directory before creation and made some minor style changes 2023-08-25 15:21:17 +01:00
ara_backend_design.md refactor: lift-and-shift packages/domain/src/domain/ml → domain/sap10_ml 2026-05-26 13:01:35 +00:00
BaseUtility.py fixed missing task and subtask for single remote assessments 2025-11-27 17:50:26 +00:00
CLAUDE.md fixed merge conflicts from main 2026-05-26 11:21:09 +00:00
conftest.py working on integrating new EPC api into address2UPRN 2026-04-27 11:32:44 +00:00
CONTEXT.md refactor: lift-and-shift packages/domain/src/domain/ml → domain/sap10_ml 2026-05-26 13:01:35 +00:00
devcontainer.sh add dev container 2026-04-17 14:50:57 +00:00
Dockerfile.test fix: address 22 project-wide test failures from previous sweep 2026-05-26 13:34:51 +00:00
Dockerfile.test.dockerignore deployment from infrastructure 2026-05-19 12:55:30 +00:00
Makefile adding to dev container to create shared network on start up 2026-04-25 15:03:07 +00:00
MEMORY.md memory 2026-04-02 10:24:31 +00:00
package-lock.json restructuring openUrpn code 2023-07-20 11:41:43 +01:00
package.json restructuring openUrpn code 2023-07-20 11:41:43 +01:00
pyproject.toml slice 14a: ml_training_data pkg + sample.py (CSV filter + random sample) 2026-05-16 17:39:43 +00:00
pyrightconfig.json slice 14d: build_features wires bulk reader -> mapper -> EpcMlTransform 2026-05-16 18:38:41 +00:00
pytest.ini refactor: lift-and-shift packages/domain/src/domain/ml → domain/sap10_ml 2026-05-26 13:01:35 +00:00
README.md adding to dev container to create shared network on start up 2026-04-25 15:03:07 +00:00
run_lambda_local.sh debugging local lambda run and updating the sap point checking condition 2023-09-13 18:47:12 +01:00
serverless.yml added logic to add to serverless 2026-04-22 12:39:44 +00:00
test.requirements.txt tests wrong environemnt 2026-05-29 16:17:06 +00:00
tox.ini removing playright install for integration test 2026-04-30 20:08:13 +00:00
UBIQUITOUS_LANGUAGE.md postcode_splitter: pure domain (UserAddress, sanitise_postcode, postcode_batching) 2026-05-19 16:45:47 +00:00

Model Repository

This repository contains the code pertaining to the development of the data science and machine learning products being utilised by Hestia.

The different folders in this repository relate to services that can be used independently, or can be imported and used as part of a larger application

Getting Started

Prerequisites

Dev Container Setup

This repo uses a Docker Compose-based dev container. The model-backend service joins a shared-dev Docker network so it can communicate with other local services (e.g. a frontend container) running on your machine.

VS Code users: The initializeCommand in devcontainer.json creates the shared-dev network automatically before the container starts. No manual step required — just open the repo and select Reopen in Container.

Non-VS Code / CI workflows: Run the following once before starting the container:

make dev-setup

This is idempotent and safe to re-run if the network already exists.

Folders

backend/

This folder contains the code for the fastapi backend service, which provides an interface to much of the functionality in this repository, for the frontend

model_data/

This folder contains related to the reading and preparation of assessment model data, including pulling out epc attributes

Testing

All tests can be run, against the configuration in pytest.ini running

pytest

This will run the complete panel of tests and report on coverage in the locations specified by the pytest.ini file.

To run tests in a specific service, e.g. inside of model_data, simply run

pytest --cov-config=model_data/.coveragerc --cov=model_data

This will produce the test results and coverage reports