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.
Request:
- Make analyst reports Chinese by default and record the rule in the analyst skill.
Changes:
- Add a Simplified Chinese default-language rule to the analyst skill.
- Update the single-IPO report generator to emit Chinese Markdown sections, labels, actions, risks, triggers, and exit plans.
- Preserve ticker symbols, stage codes, rule ids, score buckets, and source paths as machine-readable identifiers.
- Regenerate the 06106 T0 report in Chinese.
- Document the Chinese report default in README and the rule change log.
Verification:
- Ran py_compile for scripts/generate_ipo_report.py.
- Generated a 06106 dry-run report and checked Chinese section headings.
- Regenerated reports/2026-06-15_06106_T0_prospectus_analysis.md.
- Ran git diff --check.
Next useful context:
- Future analyst prediction and review reports should be written in Simplified Chinese unless the user explicitly requests another language.
Request:
- Include the concrete T0, T1, T2, and D1 dates in every analyst report.
Changes:
- Add a Stage Calendar section to the single-IPO report generator.
- Require analyst reports to include ticker-specific T0 subscription window, T1 allotment-result date, T2 grey-market date/window, and D1 listing date.
- Update the 06106 T0 report with its concrete stage dates.
- Document the requirement in the analyst skill, README, and rule change log.
Verification:
- Ran py_compile for scripts/generate_ipo_report.py.
- Generated a 06106 dry-run report and checked the stage calendar.
- Ran git diff --check.
Next useful context:
- For 06106, T0 is 2026-06-15 to 2026-06-18, T1/T2 is 2026-06-23, and D1 is 2026-06-24.
Request:
- Emphasize that the analyst model is for selling allocated IPO shares in T2 grey market or on D1, not for long-term holding.
Changes:
- Add explicit T2/D1 sell discipline to the analyst skill.
- Update ipo_score_v0 targets and holding policy so D1 sell return is primary and T2 is the intended extension when reliable grey-market data exists.
- Clarify that D5/D20/D60 are review labels only, not planned holding targets.
- Update the model report, single-ticker report generator, README, and the 06106 report language to reflect the short-exit horizon.
Verification:
- Rebuilt the model report with the same dataset timestamp and confirmed the analysis dataset did not change.
- Ran py_compile for build_analysis_dataset.py and generate_ipo_report.py.
- Generated a 06106 dry-run report showing T2/D1 exit discipline.
- Ran git diff --check.
Next useful context:
- T2 is still disabled in v0 until archivist approves a reliable grey-market data source; D1 remains the live modeled sell label.
Request:
- Let the analyst skill generate a Markdown report directly when a new IPO ticker is provided.
Changes:
- Add scripts/generate_ipo_report.py for stage-safe single-ticker reports from the v0 analysis dataset.
- Auto-select T1 reports when structured allotment demand exists and otherwise use T0 prospectus-stage reporting.
- Keep post-listing D1/D5/D20/D60 outcomes out of prediction reports while using historical buckets for calibration.
- Document the workflow in the analyst skill and README.
Verification:
- Ran py_compile for scripts/generate_ipo_report.py.
- Generated stdout dry-run reports for 06106 and 06658.
- Wrote temporary Markdown reports under /tmp for output-path validation.
- Ran git diff --check.
Next useful context:
- Before generating a report for a ticker absent from the analysis dataset, run archivist updates and rebuild scripts/build_analysis_dataset.py.
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.
Request:
- Add extracted PDF text generation to the archivist workflow as a standard step.
Changes:
- Run PDF text extraction automatically for newly archived HKEX PDF sources.
- Make the PDF text extractor incremental and manifest-preserving.
- Document extracted-text handling in the archivist skill and README.
- Mark generated extracted text as no-diff data evidence.
- Backfill extracted text for all archived PDF source references.
Verification:
- Ran git diff --cached --check.
- Ran .venv/bin/python -m py_compile scripts/extract_pdf_text.py scripts/archive_hkex_documents.py.
- Ran full PDF extraction, then confirmed an incremental rerun skips unchanged files.
- Verified 557 PDF source_refs, 557 manifest rows, all status ok, and zero missing text/hash/path issues.
Next useful context:
- HKEX HTML notices and Yahoo JSON market data remain under data/raw and are not expected in data/extracted_text.
Request:
- Use the analyst skill to digest downloaded IPO archive data and start building an analysis model.
Changes:
- Add ipo_score_v0 as the first transparent stage-safe scoring rule set.
- Add build_analysis_dataset.py to derive model features, scores, decision bands, and empirical D1 calibration from SQLite.
- Generate analysis_model_v0_dataset.csv with 293 scored IPO rows and archived source paths.
- Add a model calibration report documenting coverage, T0/T1 bucket performance, usage, and known gaps.
- Record the initial model entry in the rule change log and document the command in README.
Verification:
- Ran py_compile for scripts/build_analysis_dataset.py.
- Regenerated the analysis dataset and report with as-of 2026-06-15T13:00:00Z.
- Checked CSV row count, source path coverage, and repo-relative path hygiene.
- Ran git diff --cached --check.
Next useful context:
- v0 should be treated as a transparent baseline, with T1 high-score calibration strongest and middle buckets still non-monotonic.
- T2 is excluded until a reliable grey-market source is approved.
Request:
- Adjust archivist after the audit findings and update historical data.
Changes:
- Teach the archivist skill to close audit-discovered gaps in priority order.
- Add scripts/archive_price_performance.py for due D1/D5/D20/D60 price-performance backfills.
- Document the price-performance backfill command in README.
- Archive raw Yahoo Finance chart responses under repo-relative data/raw/{ticker}/ paths.
- Populate price_performance with D1/D5/D20/D60 checkpoints and refresh source_refs, sync_runs, sync_tasks, and ticker_sync_state snapshots.
Execution:
- Ran .venv/bin/python scripts/archive_price_performance.py --as-of 2026-06-15T10:00:00Z.
- Selected 291 due price-performance tickers.
- Archived 273 price-history sources and wrote 1063 price-performance rows.
- Re-ran .venv/bin/python scripts/archive_hkex_documents.py --as-of 2026-06-15T10:05:00Z for the remaining open T0/T1 tasks; no additional completed T0/T1 stages resulted.
Verification:
- Compiled the new price-performance script.
- Ran git diff --check.
- Checked SQLite integrity and foreign keys.
- Confirmed database row counts match CSV snapshots.
- Verified all 979 source_refs use valid repo-relative paths, have files, have hashes, and SHA256 hashes match.
- Confirmed no generated Python caches or SQLite transient files remain.
Next useful context:
- price_performance now has 1063 rows: D1 273, D5 272, D20 267, D60 251.
- Remaining due price-performance gaps are 18 tickers where Yahoo history was unavailable or the request failed.
- T0/T1 gaps remain at T0 93 and T1 77; T2 grey-market remains unresolved pending a reproducible source strategy.
Request:
- Remove wording that could imply batched HKEX document backfills.
Changes:
- Replace the remaining progressive-fill phrase in README with direct full-run wording.
Verification:
- Confirmed README, archivist skill, and archiver script contain no batch, small-batch, --limit 5, progressively, or 分批 wording.
- Ran git diff --check.
Request:
- Remove small-batch guidance and execute the HKEX document archiver across all open T0/T1 sync tasks in one run.
Changes:
- Make archive_hkex_documents.py process every open T0/T1 ticker by default when --limit is omitted.
- Add per-ticker progress output and keep full refreshes moving if one ticker fails.
- Suppress noisy pypdf warnings during large official document extraction.
- Update archivist and README instructions to show the full-run command without batch notes.
- Archive official HKEXnews prospectus and allotment-results PDFs under repo-relative data/raw paths.
- Refresh hk_ipo.sqlite and CSV snapshots for parsed T0/T1 fields, source_refs, sync_runs, sync_tasks, and ticker_sync_state.
Execution:
- Ran .venv/bin/python scripts/archive_hkex_documents.py --as-of 2026-06-15T09:00:00Z.
- Selected 284 open T0/T1 tickers, processed 210 tickers, and archived 398 source files.
- Left 74 tickers as missing target docs because title search did not return target prospectus/allotment documents for this pass.
Verification:
- Parsed archivist scripts with Python ast.
- Confirmed README, archivist skill, and archiver script no longer contain batch guidance.
- Ran git diff --check.
- Checked SQLite integrity and DB/snapshot row counts.
- Verified 706 source_refs use relative local paths, all files exist, and SHA256 hashes match.
Next useful context:
- Current source_refs count is 706 and ipo_demand count is 134.
- Sync ledger now reports 414 complete, 1595 pending_due, and 42 pending_not_due states.
Request:
Start progressively filling detailed information for recent HK IPO targets.
Changes:
- Add scripts/archive_hkex_documents.py to map tickers to HKEXnews stock IDs, select official prospectus and allotment-results PDFs, archive them under data/raw/{ticker}, parse high-confidence T0/T1 facts, export snapshots, and refresh sync state.
- Document the small-batch HKEX document backfill workflow in README.md and the archivist skill.
- Archive prospectus and allotment-results PDFs for 00901, 01081, 01779, 02290, 02553, and 03388.
- Fill T0 details including application dates, expected allotment date, board lot, minimum subscription amount, and offer-share counts for the six tickers.
- Fill T1 allotment-demand details including valid/successful applications, public subscription level, international placees, international subscription level, and final offer-share allocations.
- Refresh source_refs, ipo_master, offering_terms, ipo_demand, ticker_sync_state, and sync_tasks snapshots.
Verification:
- Ran archive_hkex_documents.py in a first small batch and re-ran corrected tickers after parser hardening.
- Parsed project Python scripts with ast.parse.
- Checked SQLite integrity and DB-to-snapshot row counts.
- Verified source_refs paths are repo-relative, source files exist, and SHA-256 hashes match.
- Confirmed batch field completeness for the six processed tickers.
- Ran git diff --check and git diff --cached --check.
- Checked for Python cache and SQLite transient files.
Next useful context:
- This batch added about 55MB of official HKEXnews PDFs.
- Sync state now has 16 complete stages, 1993 pending_due stages, and 42 pending_not_due stages.
- Continue with small --limit batches because HKEXnews title search can include historical or postponed offering documents for the same stock code.
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.
Request:
Add archivist support for remembering which IPO archive stages have already been synced and which stages should be updated next.
Changes:
- Add sync_runs, ticker_sync_state, sync_tasks, and price_performance tables to the archive schema.
- Add scripts/update_sync_state.py to derive per-ticker stage status and rebuild the next-sync task queue.
- Export the new sync-state tables as Git-friendly CSV snapshots.
- Document the incremental archive flow in the archivist skill and README.
Verification:
- Ran scripts/bootstrap_historical_data.py.
- Ran scripts/update_sync_state.py with a deterministic as-of timestamp.
- Checked SQLite integrity and DB-to-snapshot row counts with Python sqlite3.
- Parsed Python scripts with ast.parse.
- Ran git diff --check and checked for temporary SQLite/cache files.
Next useful context:
- Current derived queue has 2 open tasks for 06658 and 15 waiting_until_due tasks for future stages.
Request:
- Provide a way to install or develop a PDF extraction tool for archived HK IPO documents.
Changes:
- Add requirements.txt with pypdf as the lightweight PDF text extraction dependency.
- Add scripts/extract_pdf_text.py to extract text from PDF source_refs into repo-relative data/extracted_text files.
- Add extracted text outputs and an extracted_text_manifest snapshot for the six archived HKEXnews PDFs.
- Document the extraction workflow in README.md.
- Ignore .venv and keep generated SQLite/Python transient files out of git.
- Use extracted text to verify the 06106 full prospectus, update source_refs, remove the related data gap, and fill 06106 offering terms.
Verification:
- Installed python3.14-venv system support, created a local .venv, and installed requirements.txt.
- Re-ran scripts/bootstrap_historical_data.py and scripts/extract_pdf_text.py.
- Verified extracted text paths and hashes against data/snapshots/extracted_text_manifest.csv.
- Verified SQLite integrity and snapshot row counts.
- Ran git diff --cached --check and searched durable files for machine-specific absolute paths.
Request:
- Write a README introducing the project.
Changes:
- Describe the HK IPO research feedback loop.
- Document the stage-based workflow, project-local skills, storage model, path rules, and Git discipline.
Verification:
- Reviewed README contents with sed.
- Ran rg for machine-specific absolute path patterns; none found.
- Ran git diff --check.
geometrybase