From e8fe14508f30190dfa8971ca249047fbdddeadc3 Mon Sep 17 00:00:00 2001 From: geometrybase Date: Mon, 22 Jun 2026 15:15:13 +0000 Subject: [PATCH] Prefix HK IPO skill names Request: - Prefix the three selected project-local skill names with hk-ipo-. Changes: - Renamed skill metadata to hk-ipo-analyst, hk-ipo-archivist, and hk-ipo-audit. - Updated skill-to-skill routing references to use the new names. - Updated existing OpenAI skill UI metadata/default prompts for analyst and archivist. - Updated README skill names and documented the audit skill. Verification: - Ran git diff --check and git diff --cached --check. - Validated all local SKILL.md frontmatter names contain hk-ipo-. - Confirmed README and current skill metadata have no old $analyst/$archivist/$audit invocations; old names remain only in historical reports. --- .codex/skills/analyst/SKILL.md | 12 ++++++------ .codex/skills/analyst/agents/openai.yaml | 4 ++-- .codex/skills/archivist/SKILL.md | 8 ++++---- .codex/skills/archivist/agents/openai.yaml | 4 ++-- .codex/skills/audit/SKILL.md | 10 +++++----- README.md | 15 +++++++++++++-- 6 files changed, 32 insertions(+), 21 deletions(-) diff --git a/.codex/skills/analyst/SKILL.md b/.codex/skills/analyst/SKILL.md index 967370f..17ee2ac 100644 --- a/.codex/skills/analyst/SKILL.md +++ b/.codex/skills/analyst/SKILL.md @@ -1,5 +1,5 @@ --- -name: analyst +name: hk-ipo-analyst description: Use for Hong Kong IPO subscription analysis in this project: T0/T1/T2 prediction cards, scoring, cross-IPO comparison, research reports, post-listing reviews, error attribution, and rule-update recommendations. Use archived facts when available and keep predictions append-only. --- @@ -9,7 +9,7 @@ description: Use for Hong Kong IPO subscription analysis in this project: T0/T1/ Assess Hong Kong IPO subscription candidates using the project's archived facts, scoring rules, prediction cards, and review history. This skill owns judgment: whether to subscribe, wait, avoid, sell in grey market or on D1, or revise a rule after outcomes arrive. -Use `archivist` first when source documents, listing facts, allotment results, prices, or database snapshots need to be updated. +Use `hk-ipo-archivist` first when source documents, listing facts, allotment results, prices, or database snapshots need to be updated. ## Core Discipline @@ -56,7 +56,7 @@ Never store or cite machine-specific absolute paths in durable project files. ## Boundaries -Do not silently mutate archived source facts. If facts are missing or stale, call out the data gap and use `archivist` to update the archive before relying on them. +Do not silently mutate archived source facts. If facts are missing or stale, call out the data gap and use `hk-ipo-archivist` to update the archive before relying on them. Do not overwrite prediction cards. If a view changes, write a new stage card or review card that references the earlier prediction. @@ -65,7 +65,7 @@ Do not overwrite prediction cards. If a view changes, write a new stage card or 1. Inspect current repo state and recent commits before changing files. 2. Determine the requested stage: T0, T1, T2, or post-listing review. 3. Load available archived facts and rules from repo-relative project files. -4. If facts are missing or stale, update the archive through `archivist` or state the gap clearly. +4. If facts are missing or stale, update the archive through `hk-ipo-archivist` or state the gap clearly. 5. Score the IPO using the current rule version. 6. Record probability forecasts rather than only directional language. 7. Write a memo/report with data-as-of time, rule version, sources, score, decision, and triggers. @@ -96,7 +96,7 @@ When the user gives a single IPO ticker and asks for an analyst report, use the The generator writes `reports/{date}_{ticker}_{stage}_analysis.md` by default. Use `--stdout` for a dry run, `--stage T0_prospectus` to force a prospectus-stage report, or `--stage T1_allotment` only when structured T1 demand exists. -If the ticker is absent from `data/snapshots/analysis_model_v0_dataset.csv`, use `archivist` first to archive the IPO facts and rebuild the analysis dataset before generating the report. +If the ticker is absent from `data/snapshots/analysis_model_v0_dataset.csv`, use `hk-ipo-archivist` first to archive the IPO facts and rebuild the analysis dataset before generating the report. Generated prediction reports must remain stage-safe: @@ -113,7 +113,7 @@ Use `rules/ipo_score_v0_5_market_heat_trial.yaml` when the user asks to include T0.5 discipline: -- Use `archivist` first to archive the raw source page and structured `ipo_market_heat` rows. +- Use `hk-ipo-archivist` first to archive the raw source page and structured `ipo_market_heat` rows. - Keep T0.5 separate from official T1 demand. Do not copy T0.5 margin multiples into `ipo_demand.public_oversubscription_times`. - Keep third-party final history, such as `external_ipo_history.public_oversubscription_times`, separate from T0.5. It is useful for post-hoc calibration but is not available at the original T0.5 decision time. - Treat raw margin multiples as less reliable when IPOs are at different points in their subscription windows. diff --git a/.codex/skills/analyst/agents/openai.yaml b/.codex/skills/analyst/agents/openai.yaml index af1425f..ae98818 100644 --- a/.codex/skills/analyst/agents/openai.yaml +++ b/.codex/skills/analyst/agents/openai.yaml @@ -1,7 +1,7 @@ interface: - display_name: "HK IPO Analyst" + display_name: "hk-ipo-analyst" short_description: "Score HK IPOs and review prediction quality" - default_prompt: "Use $analyst to evaluate a Hong Kong IPO subscription candidate from archived project data." + default_prompt: "Use $hk-ipo-analyst to evaluate a Hong Kong IPO subscription candidate from archived project data." policy: allow_implicit_invocation: true diff --git a/.codex/skills/archivist/SKILL.md b/.codex/skills/archivist/SKILL.md index 3f26507..d039491 100644 --- a/.codex/skills/archivist/SKILL.md +++ b/.codex/skills/archivist/SKILL.md @@ -1,5 +1,5 @@ --- -name: archivist +name: hk-ipo-archivist description: Use for Hong Kong IPO fact archiving in this project: downloading or recording prospectuses, allotment results, listing facts, market data, source references, file hashes, SQLite updates, and CSV snapshots. Do not use for investment conclusions, subscription recommendations, score interpretation, or research memos. --- @@ -9,7 +9,7 @@ description: Use for Hong Kong IPO fact archiving in this project: downloading o Maintain the project-local Hong Kong IPO evidence archive and structured fact database. This skill owns facts, sources, database updates, path hygiene, and reproducible snapshots. -It does not decide whether an IPO is worth subscribing for. Route judgment, scoring, prediction cards, review cards, and reports to `analyst`. +It does not decide whether an IPO is worth subscribing for. Route judgment, scoring, prediction cards, review cards, and reports to `hk-ipo-analyst`. ## Project Storage Contract @@ -59,7 +59,7 @@ Do not write: - Review conclusions. - Rule-change recommendations. -If a user asks for both data update and analysis, complete the archive/update step first, then hand the frozen as-of dataset to `analyst`. +If a user asks for both data update and analysis, complete the archive/update step first, then hand the frozen as-of dataset to `hk-ipo-analyst`. ## Workflow @@ -108,7 +108,7 @@ Then update only rows in `sync_tasks` whose `task_status` is `open` or `blocked` ## Audit-Driven Gap Closure -When `audit` finds historical data gaps, close them in this order unless the user specifies otherwise: +When `hk-ipo-audit` finds historical data gaps, close them in this order unless the user specifies otherwise: 1. Integrity blockers: missing raw files, bad hashes, absolute paths, broken snapshots, or failed foreign keys. 2. Stage blockers: open due `T0_prospectus` and `T1_allotment` tasks that prevent stage-correct analysis. diff --git a/.codex/skills/archivist/agents/openai.yaml b/.codex/skills/archivist/agents/openai.yaml index 70f50c3..bc3de87 100644 --- a/.codex/skills/archivist/agents/openai.yaml +++ b/.codex/skills/archivist/agents/openai.yaml @@ -1,7 +1,7 @@ interface: - display_name: "HK IPO Archivist" + display_name: "hk-ipo-archivist" short_description: "Archive HK IPO facts, sources, and snapshots" - default_prompt: "Use $archivist to update the project IPO archive for a Hong Kong new listing." + default_prompt: "Use $hk-ipo-archivist to update the project IPO archive for a Hong Kong new listing." policy: allow_implicit_invocation: true diff --git a/.codex/skills/audit/SKILL.md b/.codex/skills/audit/SKILL.md index 842aaca..4b4c6ba 100644 --- a/.codex/skills/audit/SKILL.md +++ b/.codex/skills/audit/SKILL.md @@ -1,6 +1,6 @@ --- -name: audit -description: Use for independent audit of Hong Kong IPO archive quality and analysis quality in this project: confirm data completeness, data sufficiency, source integrity, stage-appropriate evidence, and self-consistency of IPO subscription analysis logic. Do not archive new facts or make investment recommendations; route fact updates to archivist and investment conclusions to analyst. +name: hk-ipo-audit +description: Use for independent audit of Hong Kong IPO archive quality and analysis quality in this project: confirm data completeness, data sufficiency, source integrity, stage-appropriate evidence, and self-consistency of IPO subscription analysis logic. Do not archive new facts or make investment recommendations; route fact updates to hk-ipo-archivist and investment conclusions to hk-ipo-analyst. --- # HK IPO Audit @@ -14,7 +14,7 @@ This skill answers two questions: - Is the data complete and sufficient for the requested stage and conclusion? - Is the analysis logic self-consistent, stage-correct, and supported by the available evidence? -Use `archivist` first when required facts or source files are missing. Use `analyst` for subscription decisions, score interpretation, prediction cards, and rule changes. +Use `hk-ipo-archivist` first when required facts or source files are missing. Use `hk-ipo-analyst` for subscription decisions, score interpretation, prediction cards, and rule changes. ## Core Principles @@ -113,9 +113,9 @@ Severity labels: ## Boundaries -Do not silently repair data during an audit. If source facts need to be added or corrected, report the gap and route the update to `archivist`. +Do not silently repair data during an audit. If source facts need to be added or corrected, report the gap and route the update to `hk-ipo-archivist`. -Do not rewrite an analyst conclusion during an audit. If the logic fails, explain why and route the revised judgment to `analyst`. +Do not rewrite an analyst conclusion during an audit. If the logic fails, explain why and route the revised judgment to `hk-ipo-analyst`. Do not pass an audit just because the final recommendation sounds reasonable. Pass only when the data and reasoning chain are traceable, sufficient, and internally consistent. diff --git a/README.md b/README.md index c09281f..c0dbf4a 100644 --- a/README.md +++ b/README.md @@ -36,7 +36,7 @@ The default exit discipline is T2/D1. D5/D20/D60 outcomes are kept to review whe This repository includes project-local Codex skills under `.codex/skills/`. -### `archivist` +### `hk-ipo-archivist` Owns facts and source control: @@ -47,7 +47,7 @@ Owns facts and source control: It does not make investment recommendations. -### `analyst` +### `hk-ipo-analyst` Owns IPO judgment and review: @@ -60,6 +60,17 @@ Owns IPO judgment and review: It should use archived facts when available and keep prediction cards append-only. +### `hk-ipo-audit` + +Owns independent quality review: + +- check archive completeness and source integrity; +- verify stage-appropriate evidence; +- test analysis self-consistency; +- identify blocking data gaps before rule or report changes. + +It does not archive new facts or make investment recommendations. + ## Storage Model The project is intended to be self-contained and portable across machines. Durable paths should always be relative to the repository root.