Commit graph

1308 commits

Author SHA1 Message Date
Jun-te Kim
54cc71366b feat(landlord-overrides): wire all 9 override categories through the app layer
The DB schema, value enums, and migrations already defined all nine landlord
override categories, but the application layer was hardwired to the original
four (property_type, built_form_type, wall_type, roof_type). The other five
(main_fuel, glazing, construction_age_band, water_heating, main_heating_system)
were classified and written to their tables by the backend, but the frontend
never read them or offered edit dropdowns — so the verify panel rendered them
as "not classified", and any Unknown in those categories slipped past the
ADR-0006 finalise gate.

Replace the per-category switch statements (duplicated across ~6 sites) with a
single CATEGORY_TABLES registry (categories.ts) as the source of truth. Adding a
category is now one registry row. A completeness test asserts the registry,
CLASSIFIER_FIELDS, and the property_overrides override_component enum never
drift apart — the exact hole that left five categories unwired.

- categories.ts: registry + derived CATEGORY_VALUES + isLandlordCategory guard
- landlordOverrides/server.ts: getLandlordOverrides reads all 9 (fixes the
  latent crash where the page mapped 9 fields against a 4-key result)
- bulkUpload/server.ts: lookupOverrides / unknownForField / getUnknownOverrides
  / upsertUserOverride / validation now registry-driven, all 9
- OnboardingProgress.tsx: edit dropdowns use the shared 9-category CATEGORY_VALUES
- landlord-overrides page: SourceBadge now renders os_places (ADR-0007) distinctly
  instead of mislabelling it "classifier"

Enum value sets are already in sync FE<->Model (verified); only member order
drifts on 3 enums, which is cosmetic and left untouched (Postgres cannot reorder
enums). Follow-up (backend): Model's override_source SAEnum still lacks os_places.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-06 16:29:07 +00:00
KhalimCK
c861d4a0b0
Merge pull request #353 from Hestia-Homes/feature/portfolio-scenarios
feat(scenarios): portfolio Scenarios tab — gallery, detail, and creation journey
2026-07-06 16:21:21 +01:00
Khalim Conn-Kowlessar
158d5ded92 fix(postcode-search): PR #355 review feedback
- Order address candidates naturally so Flat 2 sorts before Flat 10
  (TDD'd in the domain core; numeric locale compare).
- Disable spell check / autocomplete / autocorrect on the postcode input.
- Long result lists and the tray's postcode chips now scroll inside
  their containers instead of growing the page.
- gitignore docs/wip/** and untrack the postcode-search handover doc.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-06 15:13:49 +00:00
Khalim Conn-Kowlessar
8a0ad0c0dc feat(postcode-search): routes, add-properties page, PropertyTable entry point
Completes the add-properties-by-postcode journey (ADR-0007) on top of the
TDD'd domain core:

- GET /api/portfolio/[id]/properties/search?postcode= — postcodes.io for
  validation + geography (admin_district, parliamentary_constituency) every
  time; OS Places through the 30-day postcode_search read-through cache
  (refresh=1 bypasses it). Returns candidates with alreadyInPortfolio flags
  from one grouped uprn query. Cache reads accept legacy space-less keys;
  writes use the canonical spaced form.
- POST /api/portfolio/[id]/properties — re-derives facts server-side from
  classification codes (client propertyType never trusted), then one
  transaction: property rows via uq_property_portfolio_uprn ON CONFLICT DO
  NOTHING, vocabulary upserts with os_places provenance (DO NOTHING preserves
  user rows; snapshots mirror the resolved value), property_overrides
  snapshots (building_part 0, original description = OS code), and
  property_details_spatial per-property coordinates. Returns {added, skipped}.
- OS Places fetches now request output_srs=EPSG:4326 so records carry
  LAT/LNG (no mapper read the BNG X/Y coordinates).
- /portfolio/[slug]/properties/add built to the approved mockup: search card
  with cache-age line, per-postcode result cards, cross-postcode selection
  tray, done state. TanStack Query v4, no useEffect/useMemo.
- "Add properties" dropdown beside Export in PropertyTable (search by
  postcode + bulk excel import "Soon"); toolbar AddNew dropdown retired.
- New display/cache helpers (describeCandidate, postcodeCacheKeys,
  cacheAgeDays) TDD'd in the domain core.

Verified live against portfolio 814: search (cache + refresh), submit
(added 2, all four write layers checked in DB), dedup re-submit (skipped 2),
alreadyInPortfolio flags, page + dropdown render.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-06 14:33:22 +00:00
Khalim Conn-Kowlessar
c8c00b87b5 feat(db): add os_places to override_source enum
New provenance value for the deterministic OS Places classification-code
mapping written by the postcode-search journey (ADR-0007, on
feature/add-properties-by-postcode). Enum-only change so it can be
applied to the database ahead of the feature merging.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-06 13:46:33 +00:00
Khalim Conn-Kowlessar
a12215b839 feat(scenarios): sign-post disruptive measures in the creation journey
Internal wall and floor insulation (and room-in-roof) involve major
internal works, and landlords often exclude them. Encode that domain
knowledge once as DISRUPTIVE_MEASURES in the scenario model (with
plain-language reasons; guarded by a key-validity test) and surface it
three ways:

- measures step: allowed disruptive chips carry an amber "disruptive"
  tag + amber border, with the reason in the tooltip; a legend explains
  the marking
- "Low disruption" quick-start now excludes exactly this set, so the
  preset and the badges cannot drift apart
- review step: an amber nudge lists any disruptive measures still
  allowed before saving

New CONTEXT.md term: Disruptive measure.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-06 09:34:51 +00:00
Khalim Conn-Kowlessar
34dcb0a54f fix(scenarios): band picker order, letter contrast, quieter excluded chips
Design feedback:
- Target-band picker reads A→G left-to-right (reading order; the
  gallery/detail meters stay G→A as they mirror the building passport's
  efficiency gauge, which fills low→high).
- Unselected picker chips are now light band-colour tints with one
  consistent dark ink — no ink has legal contrast across all seven band
  colours at full saturation, so the old full-colour+opacity fade made
  letter colours look inconsistent and washed out. Only the selected
  chip goes full colour, with luminance-correct ink (shared bandInk()).
- Excluded measure chips recede (gray, struck through) instead of
  filling dark navy — "Exclude all" no longer paints a wall of blue;
  the measures still in play are the visually dominant ones. State is
  never colour-only: ✓/✕ icon + strikethrough carry it too.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-06 08:56:52 +00:00
Khalim Conn-Kowlessar
fdae966461 feat(scenarios): type-to-confirm delete modal, replacing browser confirm()
Swap the native confirm() popup for the app's shadcn Dialog pattern
(as in Settings → Danger Zone): the destructive button stays disabled
until the user types "delete" (case-insensitive), with Enter-to-submit
and a proper explanation of what's removed. On a delete error the
dialog closes so the inline error is visible.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-06 08:51:24 +00:00
Khalim Conn-Kowlessar
639cee6c4c feat(scenarios): portfolio Scenarios tab — gallery, detail, creation journey
Users could only create scenarios buried inside the CSV-upload modal, at
trigger time. This adds a first-class Scenarios tab: a gallery of the
portfolio's scenarios, a read-only detail page, and a 3-step creation
journey (goal → measures → review) that saves app-authored scenario rows
per ADR-0003.

Domain rules (TDD'd in src/lib/scenarios/model.test.ts, 19 tests):
- goal semantics: "Increasing EPC" requires a target band; all other
  goals are maximise-within-budget with goal_value forced null
- exclusions-only measure model: normalised (dedupe+sort), unknown keys
  rejected, all-excluded rejected, empty set valid; serialised to the
  backend's brace text format (parses the legacy space-padded variant)
- insert mapping: multi_plan=true, is_default=false, budget per property
- exact-config duplicate detection ignoring name (review-step warning)
- status derived from plan existence — no stored status column

Queries follow the ADR's discipline: gallery status = one grouped
COUNT(DISTINCT property_id) per portfolio; detail = one scoped count
(index-only, powers the blocked-delete message); delete = single atomic
DELETE guarded on NOT EXISTS(plans). Rename is the only other mutation —
configuration is immutable.

Verified live on portfolio 814: create (400 on missing band, 201 on CO₂
draft), derived Awaiting/Modelled in the gallery, rename, delete of the
draft (200) and blocked delete of the modelled scenario (409, "338
properties…" matching the portfolio's true count).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-06 08:34:47 +00:00
Daniel Roth
cd8a43c798 migration files 2026-07-03 10:38:25 +00:00
Daniel Roth
a6c642966e add number of attempts to hubspot deals table 2026-07-03 10:38:09 +00:00
Jun-te Kim
8e39c00ec8 Add journal-tracked migration 0258 for the recommendation_id index
Generated with drizzle-kit generate, then hand-edited to IF NOT EXISTS:
the index already exists on the live DB (created CONCURRENTLY on
2026-07-02), so the migration must no-op there while still building the
index in fresh environments. Snapshot + journal are updated so the next
generated migration doesn't re-emit this index.

Applying it (drizzle-kit migrate) remains a human action.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-02 16:30:42 +00:00
Jun-te Kim
b49fbc4265 Add index on plan_recommendations.recommendation_id to Drizzle schema
Plan deletes cascade to recommendation rows, and each cascaded delete
fires an FK check against plan_recommendations.recommendation_id. With
~26M rows and no index on that column the check seq-scans per row,
making any plan deletion path time out.

The index already exists on the live DB (created CONCURRENTLY on
2026-07-02 as idx_plan_recommendations_recommendation_id, 74s build);
this brings the Drizzle schema in line so it stops drifting. No
migration is included — generating/applying it is left as a human
action, and it must reuse the existing index name (IF NOT EXISTS) so
it no-ops against prod.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-02 16:24:57 +00:00
Daniel Roth
8ebb0d7fec amend migration files 2026-07-02 13:48:46 +00:00
Daniel Roth
03ba8400ff Build the new indexes CONCURRENTLY (matches 0141)
The DB is under load; a plain CREATE INDEX blocks writes for the
duration of each build.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-02 13:41:12 +00:00
Daniel Roth
7eb2705817 migration files 2026-07-02 13:39:05 +00:00
Daniel Roth
4956a95574 add db indexes 2026-07-02 13:38:42 +00:00
KhalimCK
ccd32fc6bb
Merge pull request #322 from Hestia-Homes/feature/update-ui-for-new-modelling
Feature/update UI for new modelling
2026-07-02 12:50:18 +01:00
Khalim Conn-Kowlessar
051927dda4 fix(reporting): age-band and property-type breakdowns for new-approach properties
getCountByAgeBand and getCountByPropertyType read year_built /
property_type straight off the property row, which is NULL for
new-approach properties — every one fell into the Unknown bucket on
/portfolio/[slug]/reporting. Branch them like their already-migrated
siblings (getCountByEpcBand, getEstimatedCounts):

- propertyTypeSql: epc_property (lodged, else predicted) with RdSAP
  code→label mapping and dwelling_type fallback, mirroring
  resolvePropertyDescriptors; legacy stays on property.property_type.
- constructionYearSql: the main building part's construction age band
  mapped to a representative start year (correlated subquery, since
  extension parts would multiply a plain JOIN), so both paths share the
  same year→band bucketing; legacy stays on numeric year_built.
- The RdSAP label maps move into the shared-fragments section as the
  single source of truth; AGE_BAND_YEARS becomes CONSTRUCTION_AGE_BANDS
  carrying label + representative year. Band I (1996–2002) straddles the
  1976–1999 / 2000+ boundary and buckets by its start year.

Verified live against portfolio 814 (all 338 properties resolve, buckets
match the epc_building_part distribution exactly) and legacy portfolios
419/433 (output identical to the pre-fix SQL).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-02 11:43:32 +00:00
Jun-te Kim
4ec648fb1a Add 'Secondary glazing' to the glazing pgEnum
Hyde 796 landlord descriptions include '100% secondary glazing (sap 9.94)'
(39 properties), currently flattened to 'Single glazing' (U = 4.8 instead of
secondary's 2.9). The calculator already supports secondary glazing (SAP10
code 5) — only this FE-owned enum and the model repo's GlazingType lacked a
member. Additive ALTER TYPE ... ADD VALUE only, generated via drizzle-kit.

Pairs with the model-repo GlazingType.SECONDARY change (Model#1416).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-02 10:55:36 +00:00
Khalim Conn-Kowlessar
9bf36ad4b6 perf(backfill): faster, resumable recommendation denormalization + ops tooling
Overhaul the recommendation plan_id/material_* backfill for the 21M-row prod
table (see docs/runbooks/recommendation-denormalization-backfill.md):

- Single combined pass: set plan_id + all four material_* columns in one write
  per row (was two full passes, rewriting every row twice). Guard + COALESCE keep
  it idempotent and resumable — done rows are never rewritten.
- Session tuning: synchronous_commit=off, tunable work_mem / maintenance_work_mem.
- Range + phase controls (BACKFILL_START_ID/END_ID/SKIP_CARDINALITY/ONLY_FINALIZE)
  to run disjoint id-range workers in parallel when the disk isn't the bottleneck.
- Percent-complete + ETA in the progress log.
- Finalize builds the two new indexes plain by default (faster in a quiet
  window) with a CONCURRENTLY toggle.

The real speed-up in prod was dropping the 3 secondary indexes for the backfill
then rebuilding — the table is packed (fillfactor 100) so updates can't go HOT
and otherwise maintain every index per row. Index drop/rebuild + vacuum are kept
as standalone SQL so ops controls exactly when the app loses/regains them:

- sql/drop-recommendation-backfill-indexes.sql
- sql/rebuild-recommendation-backfill-indexes.sql (1GB maintenance_work_mem — safe
  on the 4GB instance)
- sql/vacuum-recommendation.sql

run-sql.ts runs .sql files statement-by-statement, autocommitted (so VACUUM /
CREATE INDEX CONCURRENTLY work), for environments without the psql CLI. Wired up
as npm run db:run-sql and backfill:recommendation-restore.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-02 10:00:46 +00:00
Khalim Conn-Kowlessar
1dfb1e1534 fix(building-passport): portal tooltip content so it isn't trapped by stacking context
The shadcn TooltipContent rendered inline, missing the Portal that upstream
shadcn ships. On the Current Efficiency card the info tooltip lives inside a
`relative z-10` div while the Lodged EPC badge is a sibling at `z-20`, so the
popup's own `z-50` only competed within the z-10 subtree and the badge painted
over it (also latently clipped by the card's `overflow-hidden`). Wrapping
TooltipContent in TooltipPrimitive.Portal renders it at <body>, escaping both
the stacking context and the overflow clip — fixes all 9 tooltips.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-02 09:56:59 +00:00
Daniel Roth
dd63f46b76 migration files 2026-07-02 08:47:01 +00:00
Daniel Roth
bd6af9b74f add a new main fuel value 2026-07-02 08:46:18 +00:00
Daniel Roth
543cb69414 3 more main_heating_system values 2026-07-02 08:44:25 +00:00
Daniel Roth
4a6a0aabba 5 new main_heating_system values 2026-07-02 08:43:43 +00:00
Khalim Conn-Kowlessar
59297c3495 Merge remote-tracking branch 'origin/main' into feature/update-ui-for-new-modelling 2026-07-01 15:34:29 +00:00
Daniel Roth
34d8301f24 migration files 2026-07-01 14:44:05 +00:00
Daniel Roth
d59aa7f079 new main heating system value 2026-07-01 14:43:39 +00:00
Daniel Roth
003913a90e migration files 2026-07-01 14:22:16 +00:00
Daniel Roth
ca781771f2 add new water heating types 2026-07-01 14:21:58 +00:00
Daniel Roth
eda1079e65 migration files 2026-07-01 14:08:01 +00:00
Daniel Roth
0a67aa5e4f rename energyMainsGas to energyGasConnectionAvailable 2026-07-01 14:07:26 +00:00
Daniel Roth
7a0d2a4d64 migration files 2026-07-01 12:09:14 +00:00
Daniel Roth
57d91cae1e Add Mixed glazing to GlazingValues 2026-07-01 12:08:57 +00:00
Daniel Roth
6833bee645 migration files 2026-07-01 11:00:30 +00:00
Daniel Roth
c7ce0860c4 add flat room insulation values to RoofTypeValues 2026-07-01 10:59:53 +00:00
Daniel Roth
2ba084f858
Merge pull request #334 from Hestia-Homes/feature/dedupe-documents
Dedupe documents by only fetching the most recent for each S3 key
2026-07-01 09:27:18 +01:00
Daniel Roth
782ad7b1d0 migration files 2026-07-01 07:42:14 +00:00
Daniel Roth
e36fb5398d lodged_ columns on property_baseline_performance are nullable 2026-07-01 07:41:55 +00:00
Daniel Roth
813311f535 migration files 2026-07-01 07:24:19 +00:00
Daniel Roth
8789c9bab0 extend enum 2026-07-01 07:23:36 +00:00
Daniel Roth
54cf807f2b correct comment following previous commit 2026-06-30 11:10:19 +00:00
Daniel Roth
7c9faba215 sort dupe files based on upload timestamp rather than id 2026-06-30 11:06:58 +00:00
Daniel Roth
ac6983ae68 only get most recent version of each uploaded file per s3 key 2026-06-30 11:02:49 +00:00
Jun-te Kim
f51fdca3d8 Add partial index on material(is_active) for the catalogue read
The modelling_e2e Lambda reads the active catalogue once per invocation
(SELECT * FROM material WHERE is_active ORDER BY id). Without an index this
was a full seq scan every time (~23ms), paid by all 32 concurrent Lambdas at
startup. Partial index on id WHERE is_active returns the active rows already
id-ordered — no sort, no filter.

Verified on dev: seq scan 23.2ms -> index scan 4.2ms.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-29 11:53:19 +00:00
Khalim Conn-Kowlessar
e4960db2c1 feat(epc): persist 7 calculator-read fields dropped on save
A recursive persistence-fidelity guard surfaced 7 fields the SAP calculator
reads but the epc_property projection had no column for, so they were silently
lost on save->reload (same bug class as the PV arrays / floor flags). All
additive, nullable except the PV-diverter bool; no backfill (defaults match
the domain defaults).

- epc_main_heating_detail: community_heating_boiler_fuel_type,
  community_heating_chp_fraction (community-heated CHP).
- epc_building_part: alt_wall_1_is_sheltered, alt_wall_2_is_sheltered, and
  wall_insulation_thermal_conductivity (jsonb to preserve Union[int,str]).
- epc_property: energy_pv_diverter_present (NOT NULL DEFAULT false),
  heating_cylinder_volume_measured_l, ventilation_air_permeability_ap50_m3_h_m2.

Includes generated migration 0246_minor_lady_bullseye.sql + snapshot/journal.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-26 18:34:45 +00:00
Khalim Conn-Kowlessar
a1548ca3a9 feat(epc): persist PV arrays and floor heat-loss flags
Add EPC persistence schema for two round-trip-fidelity gaps so the Model
backend can store the full EpcPropertyData faithfully:

- New child table epc_photovoltaic_array (one row per PV array), mirroring
  the epc_window child-table pattern.
- epc_floor_dimension: add is_exposed_floor and is_above_partially_heated_space
  boolean flags (NOT NULL DEFAULT false; additive, no backfill).

Includes generated migration 0245_magenta_nomad.sql + snapshot/journal.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-26 16:38:36 +00:00
Khalim Conn-Kowlessar
2f0f937fb6 fix(reporting): read scenario measures via denormalised recommendation.plan_id
The scenario measures modal came up empty because both measures routes
gated on EXISTS against plan_recommendations — a retired join table with
no rows for new-approach plans (25.7M legacy rows, none for e.g.
portfolio 812's plans), so the query returned zero measures.

Read the denormalised model instead: drive from the latest plan per
property (default or scenario) and JOIN recommendation by the indexed
property_id, scoped to the plan via recommendation.plan_id. Portfolio 812
default now returns 5 measures (solar_pv 54 homes/£266k, …) where it
returned 0. Also removes the stale commented query block that referenced
the retired plan_recommendations / recommendation_materials tables.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-26 11:42:19 +00:00
Khalim Conn-Kowlessar
eef9fdc171 fix(reporting): show scenario bars for EPC bands absent from the baseline
The breakdown chart looped only over baseline bands (epcBands), which the
query returns only for bands that have properties. So a band reached ONLY
after the scenario — e.g. A/B when no property starts that high — had no
row, and its scenario bar never rendered (portfolio 812: scenario yields
7 A + 2 B, baseline has none). Iterate a canonical A–G+Unknown order over
baseline ∪ scenario instead, so post-scenario-only bands still appear.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-26 11:25:45 +00:00