Request:
- Update the selected analyst reports so stock/company names include Chinese names and use Chinese names first.
Changes:
- Updated the selected T0 reports for 01392, 06067, 06106, and 06132 to show Chinese company names in the title and summary, with English names in parentheses.
- Added company_name_zh to the analyst dataset so report generation has access to Chinese names.
- Updated the report generator to prefer Chinese company names and fall back to English names only when Chinese names are unavailable.
- Filled Chinese company names for the selected tickers in ipo_master and refreshed snapshots.
Verification:
- Compiled build_analysis_dataset.py and generate_ipo_report.py.
- Ran generator dry-runs for 06132 and 01392 to confirm Chinese-first output.
- Ran SQLite integrity_check and foreign_key_check.
- Ran git diff --check.
Next useful context:
- Future generated analyst reports now use company_name_zh first when available.
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:
- Re-analyze the IPO model using the updated historical archive after T1 demand backfill.
Changes:
- Regenerate the v0 analysis dataset from the current SQLite archive.
- Refresh the v0 calibration report with expanded T1 coverage and new empirical bucket rates.
- Update the report template to show pending T1 rows and field-level blanks.
- Clarify v0 limitations and record why the score formula stays unchanged for this refresh.
Verification:
- Ran scripts/build_analysis_dataset.py against data/hk_ipo.sqlite.
- Ran py_compile for scripts/build_analysis_dataset.py.
- Checked dataset row count, T1 demand coverage, source-only T1 gaps, and repo-relative paths.
- Ran git diff --check.
Next useful context:
- T1 structured coverage is now 291 rows, with 06106 and 06675 still pending_not_due.
- The high-conviction T1 bucket remains differentiated, but middle and low buckets are still not monotonic enough for a v1 rule change.
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.
geometrybase