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Archive recent HKEX IPO targets

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Request:
Use the project archivist workflow to update IPO target coverage for the most recent three-year window.

Changes:
- Add scripts/update_recent_ipo_list.py to discover HKEXnews annual new listing reports, archive XLSX sources, parse subscription-relevant IPO rows, and update SQLite plus snapshots.
- Add new_listing_report_entries to preserve annual report row-level evidence.
- Archive 2023-2026 Main Board new listing reports and 2024-2026 GEM new listing reports.
- Seed 290 report-backed IPO targets for 2023-06-15 through 2026-06-15, skipping 10 non-IPO rows without numeric offer prices.
- Refresh ipo_master, missing offering_terms fields, source_refs, ticker_sync_state, and sync_tasks.
- Add openpyxl as the XLSX parser dependency and document the archivist refresh flow.
- Limit sync summary output while keeping the full queue in SQLite and CSV snapshots.

Verification:
- Ran update_recent_ipo_list.py for 2023-06-15 to 2026-06-15 with as-of 2026-06-15T07:30:00Z.
- Parsed project Python scripts with ast.parse.
- Checked SQLite integrity and DB-to-snapshot row counts.
- Verified source_refs paths are repo-relative, files exist, and SHA-256 hashes match.
- Ran git diff --check and git diff --cached --check.
- Checked for Python cache and SQLite transient files.

Next useful context:
- ipo_master now has 293 tickers; new_listing_report_entries has 290 report-backed targets.
- Current sync queue has 2005 open tasks and 42 waiting_until_due tasks for deeper per-ticker archival stages.
This commit is contained in:
geometrybase
2026-06-15 06:42:31 +00:00
parent 08db218b6d
commit c65b20a1c4
22 changed files with 6012 additions and 42 deletions
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README.md
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@@ -97,6 +97,18 @@ python3 -m venv .venv
The extractor reads PDF paths from `data/hk_ipo.sqlite`, writes derived text files under `data/extracted_text/`, and exports `data/snapshots/extracted_text_manifest.csv` with page counts, text hashes, and extraction status.
## Recent IPO Target Refresh
Use HKEXnews annual new listing reports to seed recent subscription-relevant IPO targets:
```bash
.venv/bin/python scripts/update_recent_ipo_list.py --start-date 2023-06-15 --end-date 2026-06-15 --as-of 2026-06-15T07:30:00Z
```
The updater archives the HKEXnews XLSX reports under `data/raw/hkex_new_listing_reports/`, records report-backed source references, writes `new_listing_report_entries`, updates `ipo_master` and missing `offering_terms` fields, exports CSV snapshots, and refreshes `sync_tasks`.
Rows without an IPO offer price, such as transfers of listing, introductions, or de-SPAC transactions, are skipped by default because they are not ordinary public subscription targets.
## Incremental Archive Sync
The archivist keeps a per-ticker sync ledger so repeated updates can focus on missing stages: