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Backfill structured T1 demand from archived text

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Request:
- Use archivist to close the 137 T1 ipo_demand source-only gaps using extracted PDF text.

Changes:
- Add an incremental T1 demand text backfill script.
- Parse existing allotment-result extracted text into ipo_demand.
- Archive linked Summary PDFs from old HKEX HTML allotment-result pages.
- Correct allotment-result selection to prefer primary result announcements over clarification or supplemental notices.
- Add robust line-aware allotment parsing and document the workflow in archivist and README.
- Record the backfill result in a report.

Execution:
- Selected 137 source-only T1 demand gaps.
- Wrote 137 ipo_demand rows, increasing ipo_demand from 154 to 291 rows.
- Archived 38 new HKEX allotment-result PDFs and extracted their text.
- Confirmed an incremental rerun selects 0 gaps and writes 0 rows.

Verification:
- Ran git diff --cached --check.
- Ran py_compile for archive_hkex_documents.py and backfill_t1_demand_from_text.py.
- Checked SQLite integrity and foreign keys.
- Confirmed DB row counts match CSV snapshots.
- Verified no T1 complete row is missing ipo_demand.
- Verified source_refs paths/files/hashes and PDF extracted-text manifest hashes.

Next useful context:
- T1 demand structure is complete for listed rows; 06106 and 06675 remain pending_not_due.
- T2 grey-market and due price-performance gaps remain separate archivist priorities.
- Analyst output should be regenerated before using the new T1 demand facts for scoring.
This commit is contained in:
geometrybase
2026-06-15 13:59:06 +00:00
parent 33d0bc056e
commit 6d05056609
88 changed files with 55785 additions and 2456 deletions
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README.md
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@@ -123,6 +123,16 @@ The archiver maps stock codes to HKEXnews title-search stock IDs, downloads the
HKEX `.htm`/`.html` notices and Yahoo Finance JSON market data stay in `data/raw/`; they are not copied into `data/extracted_text/`.
## T1 Demand Text Backfill
Use the T1 demand text backfill after HKEX allotment-result sources have been archived and PDF text extraction is available:
```bash
.venv/bin/python scripts/backfill_t1_demand_from_text.py --as-of 2026-06-15T14:15:00Z
```
The backfill is incremental. It fills only `T1_allotment` rows that have an archived allotment-results source but no `ipo_demand` row. For old HKEX HTML allotment-result pages, it archives the linked Summary PDF, extracts text, records the new source, and stores only demand fields that are explicitly present.
## Price Performance Backfill
Use the price-performance archiver to fill due D1/D5/D20/D60 review checkpoints: