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943eab27cbf12c0ca93540aeaad2faae321e2993
hk-ipo/data/snapshots/sync_runs.csv
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geometrybase 943eab27cb Add external IPO history to heat model 
Request:
- Add historical data around T0.5 margin heat and rebuild the model.

Changes:
- Add external_ipo_history to store third-party historical IPO records separately from true T0.5 market-heat snapshots.
- Add scripts/archive_ipohk_history.py to archive ipohk structured listed IPO history.
- Archive 807 ipohk rows, including final oversubscription, one-lot win rate, grey-market return, and first-day return where available.
- Extend the v0 analysis dataset with true T0.5 market-heat columns and separate external final-heat columns.
- Rebuild reports/2026-06-15_analysis_model_v0.md with T0.5 coverage and external final-heat calibration.
- Add a Chinese report explaining why historical final oversubscription cannot be treated as T0.5 margin snapshots.
- Update analyst and archivist skills to keep T0.5 and external final history separate.

Verification:
- .venv/bin/python -m py_compile scripts/build_analysis_dataset.py scripts/archive_ipohk_history.py scripts/archive_t0_5_market_heat.py
- .venv/bin/python scripts/build_analysis_dataset.py --as-of 2026-06-15T19:20:00Z
- Python sqlite3 PRAGMA integrity_check returned ok and foreign_key_check returned zero rows.
- Confirmed 807 external_ipo_history rows, 792 rows with external final oversubscription, 5 true T0.5 market-heat rows, and 297 analysis dataset rows.
- git diff --cached --check

Next useful context:
- True T0.5 historical backtesting still requires ongoing frozen margin-heat snapshots during each IPO subscription window.
2026-06-15 16:06:56 +00:00

4.5 KiB
Raw Blame History

1sync_run_idmodeas_ofstarted_atfinished_atstatusnotes
2external_history_ipohk_20260615T191000Zexternal_history_update2026-06-15T19:10:00Z2026-06-15T19:10:00Z2026-06-15T19:10:00ZcompleteArchived 807 ipohk listed-history rows.
3price_performance_archive_20260615T100000Zprice_performance_archive2026-06-15T10:00:00Z2026-06-15T10:00:00Z2026-06-15T10:00:00ZcompleteArchived 273 price-history sources and 1063 price-performance rows; 17 tickers failed.
4sync_state_20260615T073000Zrecent_ipo_list_refresh2026-06-15T07:30:00Z2026-06-15T07:30:00Z2026-06-15T07:30:00ZcompleteDerived ticker sync state refreshed.
5sync_state_20260615T081500Zhkex_document_archive2026-06-15T08:15:00Z2026-06-15T08:15:00Z2026-06-15T08:15:00ZcompleteDerived ticker sync state refreshed.
6sync_state_20260615T082000Zhkex_document_archive2026-06-15T08:20:00Z2026-06-15T08:20:00Z2026-06-15T08:20:00ZcompleteDerived ticker sync state refreshed.
7sync_state_20260615T082500Zhkex_document_archive2026-06-15T08:25:00Z2026-06-15T08:25:00Z2026-06-15T08:25:00ZcompleteDerived ticker sync state refreshed.
8sync_state_20260615T083000Zhkex_document_archive2026-06-15T08:30:00Z2026-06-15T08:30:00Z2026-06-15T08:30:00ZcompleteDerived ticker sync state refreshed.
9sync_state_20260615T083500Zhkex_document_archive2026-06-15T08:35:00Z2026-06-15T08:35:00Z2026-06-15T08:35:00ZcompleteDerived ticker sync state refreshed.
10sync_state_20260615T084500Zhkex_document_archive2026-06-15T08:45:00Z2026-06-15T08:45:00Z2026-06-15T08:45:00ZcompleteDerived ticker sync state refreshed.
11sync_state_20260615T085000Zhkex_document_archive2026-06-15T08:50:00Z2026-06-15T08:50:00Z2026-06-15T08:50:00ZcompleteDerived ticker sync state refreshed.
12sync_state_20260615T090000Zhkex_document_archive2026-06-15T09:00:00Z2026-06-15T09:00:00Z2026-06-15T09:00:00ZcompleteDerived ticker sync state refreshed.
13sync_state_20260615T100000Zprice_performance_archive2026-06-15T10:00:00Z2026-06-15T10:00:00Z2026-06-15T10:00:00ZcompleteDerived ticker sync state refreshed.
14sync_state_20260615T100500Zhkex_document_archive2026-06-15T10:05:00Z2026-06-15T10:05:00Z2026-06-15T10:05:00ZcompleteDerived ticker sync state refreshed.
15sync_state_20260615T110000Zhkex_document_archive2026-06-15T11:00:00Z2026-06-15T11:00:00Z2026-06-15T11:00:00ZcompleteDerived ticker sync state refreshed.
16sync_state_20260615T120000Zhkex_document_archive2026-06-15T12:00:00Z2026-06-15T12:00:00Z2026-06-15T12:00:00ZcompleteDerived ticker sync state refreshed.
17sync_state_20260615T120500Zgrey_market_gap_review2026-06-15T12:05:00Z2026-06-15T12:05:00Z2026-06-15T12:05:00ZcompleteDerived ticker sync state refreshed.
18sync_state_20260615T140000Zt1_demand_text_backfill2026-06-15T14:00:00Z2026-06-15T14:00:00Z2026-06-15T14:00:00ZcompleteDerived ticker sync state refreshed.
19sync_state_20260615T141000Zt1_demand_text_backfill2026-06-15T14:10:00Z2026-06-15T14:10:00Z2026-06-15T14:10:00ZcompleteDerived ticker sync state refreshed.
20sync_state_20260615T141500Zt1_demand_text_backfill2026-06-15T14:15:00Z2026-06-15T14:15:00Z2026-06-15T14:15:00ZcompleteDerived ticker sync state refreshed.
21sync_state_20260615T142000Zt1_demand_text_backfill2026-06-15T14:20:00Z2026-06-15T14:20:00Z2026-06-15T14:20:00ZcompleteDerived ticker sync state refreshed.
22sync_state_20260615T153000Zhkex_document_archive2026-06-15T15:30:00Z2026-06-15T15:30:00Z2026-06-15T15:30:00ZcompleteDerived ticker sync state refreshed.
23sync_state_20260615T160000Zanalyst_source_update2026-06-15T16:00:00Z2026-06-15T16:00:00Z2026-06-15T16:00:00ZcompleteDerived ticker sync state refreshed.
24sync_state_20260615T170000Zanalyst_source_update2026-06-15T17:00:00Z2026-06-15T17:00:00Z2026-06-15T17:00:00ZcompleteDerived ticker sync state refreshed.
25sync_state_20260615T170500Zanalyst_source_update2026-06-15T17:05:00Z2026-06-15T17:05:00Z2026-06-15T17:05:00ZcompleteDerived ticker sync state refreshed.
26sync_state_20260615T173000Zanalyst_source_update2026-06-15T17:30:00Z2026-06-15T17:30:00Z2026-06-15T17:30:00ZcompleteDerived ticker sync state refreshed.
27sync_state_20260615T182000Zanalyst_source_update2026-06-15T18:20:00Z2026-06-15T18:20:00Z2026-06-15T18:20:00ZcompleteDerived ticker sync state refreshed.
28sync_state_20260615T184000Zmarket_heat_source_update2026-06-15T18:40:00Z2026-06-15T18:40:00Z2026-06-15T18:40:00ZcompleteDerived ticker sync state refreshed.
29sync_state_seed_2026_06_15bootstrap_state_refresh2026-06-15T06:30:00Z2026-06-15T06:30:00Z2026-06-15T06:30:00ZcompleteDerived ticker sync state refreshed.
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