Request:
- Update the hk-ipo-analyst skill so generated reports add a Chinese-name column after the stock code.
- Avoid using English company names as the report display label.
Changes:
- Added Report Name Display Rules to the analyst skill.
- Required IPO tables to keep the ticker/code column separate and add a dedicated 中文名 column immediately after it.
- Required official archived Chinese names or stock short names, with hk-ipo-archivist backfill or data_gap instead of substituting English names.
Verification:
- Ran python3 /root/.codex/skills/.system/skill-creator/scripts/quick_validate.py .agents/skills/hk-ipo-analyst.
- Ran git diff --check and git diff --cached --check.
Next useful context:
- This applies to actionable rankings, fundamentals tables, closed/waiting lists, A/H overlays, recent 30-day reviews, and generated single-ticker reports.
Request:
- Add T2_grey_market prices to the hk-ipo-analyst review logic.
- Analyze and document credible grey-market data sources inside the skill.
Changes:
- Added T2 grey-market source-quality reviews to the analyst skill description.
- Required latest candidate and recent-listing reviews to include T2 grey-market context when reliable archived evidence exists.
- Added a T2 Grey-Market Review Overlay section with required fields, source tiers, and data-gap guardrails.
- Updated review-card requirements to include T2 grey-market price/return or an explicit data_gap.
Verification:
- Ran python3 /root/.codex/skills/.system/skill-creator/scripts/quick_validate.py .agents/skills/hk-ipo-analyst.
- Ran git diff --cached --check.
- Confirmed Codex CLI parses in this repo with codex --search -s danger-full-access -a never exec -C /root/projects/hk-ipo --help.
Next useful context:
- Tier 1 is executable broker/account evidence; Tier 2 is reproducible public broker quote pages; Tier 3 is attributed aggregators/history datasets; Tier 4 is weak news/community color.
- Do not scrape or redistribute proprietary grey-market feeds without an approved source strategy, and do not infer T2 from D1.
Request:
- Make the HK IPO analyst skill explicitly call out candidates that already have Mainland A shares, such as 03661 and 01688.
- Require special treatment because A/H dual-listed IPOs have a different pricing setup from pure first-time HK IPOs.
Changes:
- Added A/H dual-listed valuation overlays to the hk-ipo-analyst skill description.
- Added a Latest Candidate Report guardrail requiring broad reports to include the A/H overlay whenever current or recently closed candidates have A shares or another onshore listed class.
- Added an A/H Dual-Listed IPO Overlay section covering detection cues, required A-share/H-share valuation fields, fungibility guardrails, and short-exit interpretation.
Verification:
- Ran python3 /root/.codex/skills/.system/skill-creator/scripts/quick_validate.py .agents/skills/hk-ipo-analyst.
- Ran git diff --cached --check.
- Confirmed Codex CLI parses in this repo with codex --search -s danger-full-access -a never exec -C /root/projects/hk-ipo --help.
Next useful context:
- 03661 SG Micro is tied to 300661.SZ and 01688 Lingyi iTech is tied to 002600.SZ.
- The overlay should distinguish valuation support from trading demand because A shares and H shares are generally not fungible.
Request:
- Fix Codex v0.139.0 failing to load the project-local HK IPO skills with invalid YAML errors.
Changes:
- Converted the three HK IPO skill frontmatter descriptions to YAML folded block scalars.
- Preserved the existing description text and skill bodies.
- Left unrelated IPO archive/report refresh files unstaged.
Verification:
- Ran git diff --cached --check.
- Confirmed Codex CLI parses with 'codex --search -s danger-full-access -a never exec -C /root/projects/hk-ipo --help'.
- Ran a short Codex smoke test that returned OK without the prior invalid YAML errors.
Next useful context:
- Codex CLI v0.139.0 is the installed CLI package version, not the model version.
- The prior YAML failed because unquoted descriptions contained ': ' such as 'project: T0/T1/T2', which strict YAML treats as a mapping separator.
Request:
- Make each scheduled analyst run refresh the latest IPO universe and all report-relevant online facts, especially subscription/margin multiples.
- Mirror the latest dated IPO candidate report to reports/README.md.
- Add this latest-report behavior to the hk-ipo-analyst skill instructions.
Changes:
- Expanded the scheduled analyst runner prompt to require online candidate refresh, market-heat/subscription-multiple refresh, official T1 updates when available, complete latest report regeneration, and reports/README.md mirroring.
- Added a Latest Candidate Report Refresh section to hk-ipo-analyst documenting the refresh flow, stage-safe market-heat handling, official T1 boundaries, and README mirror contract.
- Added reports/README.md as a copy of the current latest dated candidate report.
Verification:
- Ran bash -n scripts/run_hk_ipo_analyst_once.sh.
- Ran git diff --check and git diff --cached --check.
- Confirmed reports/README.md matches reports/2026-06-22_latest_ipo_candidates_analysis.md with cmp.
- Confirmed hk-ipo-analyst.timer still points to 2026-06-22 23:00:00 UTC as the next run.
Next useful context:
- reports/README.md is intentionally overwriteable on each latest candidate refresh; dated reports remain the historical copies.
- Unofficial subscription multiples should stay in ipo_market_heat and not be copied into official T1 demand fields.
Request:
- Add missing agents/openai.yaml metadata for the hk-ipo-audit skill.
Changes:
- Added UI-facing display name, short description, and default prompt for hk-ipo-audit.
- Enabled implicit invocation to match the analyst and archivist skills.
Verification:
- Ran git diff --check and git diff --cached --check.
- Confirmed the new openai.yaml content matches the existing project skill metadata style.
Next useful context:
- The prior local commit that moved skills from .codex to .agents was already ahead of origin before this change.
geometrybase