Model/domain/modelling/plan.py
Khalim Conn-Kowlessar 26de28aae8 feat(modelling): Plan carries baseline/post Bills and derives the energy figures
Plan gains optional baseline_bill / post_bill (the Bills derived for the
unmodified and post-package end-states at one Fuel Rates snapshot) and derives
the four plan-level columns: post_energy_bill (post total), energy_bill_savings
(baseline - post), post_energy_consumption (Σ post section kWh), and
energy_consumption_savings (baseline - post delivered kWh). All return None until
billing runs (persisted as NULL), so existing Plan construction and the
not-yet-wired orchestrator stay green. Plan-level only; per-measure savings are a
later slice (ADR-0014 amendment).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-03 17:23:20 +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
def _total_consumption_kwh(bill: Bill) -> float:
"""A Bill's total delivered energy (kWh) — the sum of its section kWh
(standing charges and the SEG credit are £, not energy)."""
return sum((section.kwh for section in bill.sections.values()), 0.0)
@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."""
measure_type: str
description: str
cost: Cost
impact: MeasureImpact
@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 _total_consumption_kwh(self.post_bill)
@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 _total_consumption_kwh(self.baseline_bill) - _total_consumption_kwh(
self.post_bill
)