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Add A/H share-class mapping workflow

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Request:
- Add a repeatable mechanism so HK IPO reports detect issuers that already have Mainland A shares.
- Include a third internet/official-exchange cross-check layer beyond structured history and prospectus scans.

Changes:
- Add listed_share_classes schema support for same-issuer A-share mappings and evidence links.
- Add scripts/archive_a_share_mappings.py to scan prospectus extracted text, reject sponsor/portfolio/cornerstone false positives, archive optional official web evidence and A-share/FX quote evidence, and export snapshots on write.
- Surface a_share_* fields in the analysis dataset and single-ticker report output.
- Update hk-ipo analyst/archivist skill rules and scheduled refresh prompt to require the three-layer A/H mapping check.

Verification:
- python3 -m py_compile scripts/archive_a_share_mappings.py scripts/build_analysis_dataset.py scripts/generate_ipo_report.py
- .venv/bin/python scripts/archive_a_share_mappings.py --as-of 2026-06-24T00:00:00Z --tickers 00668,01688,03661,09630 --dry-run
- .venv/bin/python scripts/build_analysis_dataset.py --db /tmp/hk_ipo_ah_dataset_test.sqlite --dataset /tmp/hk_ipo_ah_dataset_test.csv --report /tmp/hk_ipo_ah_model_test.md --as-of 2026-06-24T00:00:00Z
- .venv/bin/python scripts/generate_ipo_report.py 09630 --dataset /tmp/hk_ipo_ah_dataset_test.csv --stdout --as-of 2026-06-24T00:00:00Z
- git diff --check

Next useful context:
- Dry-run detected 00668->300866.SZ, 01688->002600.SZ, 03661->300661.SZ, and 09630->688630.SH.
- A false positive 01688->300476.SZ from a cornerstone investor parent was rejected by the issuer-context filter.
This commit is contained in:
geometrybase
2026-06-24 07:21:21 +00:00
parent d3b67fa473
commit 7cbdd533b0
7 changed files with 710 additions and 0 deletions
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scripts/run_hk_ipo_analyst_once.sh
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@@ -24,6 +24,7 @@ Goals:
- Inspect the current worktree and recent git history first.
- Refresh the latest IPO candidate universe from online sources through `hk-ipo-archivist` before analysis.
- Update all relevant fresh network facts for the latest candidate report, especially live subscription-period market heat / margin subscription multiples, official T1 allotment demand when published, prospectus documents, listing calendars, and recent D1 review data.
- Refresh A/H or other onshore share-class mappings before rebuilding the report: use the structured `listed_share_classes` archive, scan prospectus extracted text with `scripts/archive_a_share_mappings.py`, and add internet / official-exchange cross-check evidence when supported.
- Keep unofficial subscription multiples in `ipo_market_heat` with their provider and `observed_at`; do not copy them into official T1 public oversubscription fields.
- Rebuild the analysis dataset after any archive refresh.
- Produce a complete latest broad IPO candidate report for actionable subscriptions, including ranking, fundamentals, break-risk/risk-reward, per-IPO notes, closed/waiting names, recent 30-day review, guardrails, and sources.