Commit Graph

3 Commits

Author SHA1 Message Date
geometrybase 7cbdd533b0 Add A/H share-class mapping workflow
Request:
- Add a repeatable mechanism so HK IPO reports detect issuers that already have Mainland A shares.
- Include a third internet/official-exchange cross-check layer beyond structured history and prospectus scans.

Changes:
- Add listed_share_classes schema support for same-issuer A-share mappings and evidence links.
- Add scripts/archive_a_share_mappings.py to scan prospectus extracted text, reject sponsor/portfolio/cornerstone false positives, archive optional official web evidence and A-share/FX quote evidence, and export snapshots on write.
- Surface a_share_* fields in the analysis dataset and single-ticker report output.
- Update hk-ipo analyst/archivist skill rules and scheduled refresh prompt to require the three-layer A/H mapping check.

Verification:
- python3 -m py_compile scripts/archive_a_share_mappings.py scripts/build_analysis_dataset.py scripts/generate_ipo_report.py
- .venv/bin/python scripts/archive_a_share_mappings.py --as-of 2026-06-24T00:00:00Z --tickers 00668,01688,03661,09630 --dry-run
- .venv/bin/python scripts/build_analysis_dataset.py --db /tmp/hk_ipo_ah_dataset_test.sqlite --dataset /tmp/hk_ipo_ah_dataset_test.csv --report /tmp/hk_ipo_ah_model_test.md --as-of 2026-06-24T00:00:00Z
- .venv/bin/python scripts/generate_ipo_report.py 09630 --dataset /tmp/hk_ipo_ah_dataset_test.csv --stdout --as-of 2026-06-24T00:00:00Z
- git diff --check

Next useful context:
- Dry-run detected 00668->300866.SZ, 01688->002600.SZ, 03661->300661.SZ, and 09630->688630.SH.
- A false positive 01688->300476.SZ from a cornerstone investor parent was rejected by the issuer-context filter.
2026-06-24 07:21:21 +00:00
geometrybase e0cfe4592d Fix HK IPO skill frontmatter YAML
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.
2026-06-22 15:52:36 +00:00
geometrybase 8f0d8d5013 rename .codex to .agents 2026-06-22 15:20:37 +00:00