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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

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Raw Blame History

sync_run_id,mode,as_of,started_at,finished_at,status,notes
external_history_ipohk_20260615T191000Z,external_history_update,2026-06-15T19:10:00Z,2026-06-15T19:10:00Z,2026-06-15T19:10:00Z,complete,Archived 807 ipohk listed-history rows.
price_performance_archive_20260615T100000Z,price_performance_archive,2026-06-15T10:00:00Z,2026-06-15T10:00:00Z,2026-06-15T10:00:00Z,complete,Archived 273 price-history sources and 1063 price-performance rows; 17 tickers failed.
sync_state_20260615T073000Z,recent_ipo_list_refresh,2026-06-15T07:30:00Z,2026-06-15T07:30:00Z,2026-06-15T07:30:00Z,complete,Derived ticker sync state refreshed.
sync_state_20260615T081500Z,hkex_document_archive,2026-06-15T08:15:00Z,2026-06-15T08:15:00Z,2026-06-15T08:15:00Z,complete,Derived ticker sync state refreshed.
sync_state_20260615T082000Z,hkex_document_archive,2026-06-15T08:20:00Z,2026-06-15T08:20:00Z,2026-06-15T08:20:00Z,complete,Derived ticker sync state refreshed.
sync_state_20260615T082500Z,hkex_document_archive,2026-06-15T08:25:00Z,2026-06-15T08:25:00Z,2026-06-15T08:25:00Z,complete,Derived ticker sync state refreshed.
sync_state_20260615T083000Z,hkex_document_archive,2026-06-15T08:30:00Z,2026-06-15T08:30:00Z,2026-06-15T08:30:00Z,complete,Derived ticker sync state refreshed.
sync_state_20260615T083500Z,hkex_document_archive,2026-06-15T08:35:00Z,2026-06-15T08:35:00Z,2026-06-15T08:35:00Z,complete,Derived ticker sync state refreshed.
sync_state_20260615T084500Z,hkex_document_archive,2026-06-15T08:45:00Z,2026-06-15T08:45:00Z,2026-06-15T08:45:00Z,complete,Derived ticker sync state refreshed.
sync_state_20260615T085000Z,hkex_document_archive,2026-06-15T08:50:00Z,2026-06-15T08:50:00Z,2026-06-15T08:50:00Z,complete,Derived ticker sync state refreshed.
sync_state_20260615T090000Z,hkex_document_archive,2026-06-15T09:00:00Z,2026-06-15T09:00:00Z,2026-06-15T09:00:00Z,complete,Derived ticker sync state refreshed.
sync_state_20260615T100000Z,price_performance_archive,2026-06-15T10:00:00Z,2026-06-15T10:00:00Z,2026-06-15T10:00:00Z,complete,Derived ticker sync state refreshed.
sync_state_20260615T100500Z,hkex_document_archive,2026-06-15T10:05:00Z,2026-06-15T10:05:00Z,2026-06-15T10:05:00Z,complete,Derived ticker sync state refreshed.
sync_state_20260615T110000Z,hkex_document_archive,2026-06-15T11:00:00Z,2026-06-15T11:00:00Z,2026-06-15T11:00:00Z,complete,Derived ticker sync state refreshed.
sync_state_20260615T120000Z,hkex_document_archive,2026-06-15T12:00:00Z,2026-06-15T12:00:00Z,2026-06-15T12:00:00Z,complete,Derived ticker sync state refreshed.
sync_state_20260615T120500Z,grey_market_gap_review,2026-06-15T12:05:00Z,2026-06-15T12:05:00Z,2026-06-15T12:05:00Z,complete,Derived ticker sync state refreshed.
sync_state_20260615T140000Z,t1_demand_text_backfill,2026-06-15T14:00:00Z,2026-06-15T14:00:00Z,2026-06-15T14:00:00Z,complete,Derived ticker sync state refreshed.
sync_state_20260615T141000Z,t1_demand_text_backfill,2026-06-15T14:10:00Z,2026-06-15T14:10:00Z,2026-06-15T14:10:00Z,complete,Derived ticker sync state refreshed.
sync_state_20260615T141500Z,t1_demand_text_backfill,2026-06-15T14:15:00Z,2026-06-15T14:15:00Z,2026-06-15T14:15:00Z,complete,Derived ticker sync state refreshed.
sync_state_20260615T142000Z,t1_demand_text_backfill,2026-06-15T14:20:00Z,2026-06-15T14:20:00Z,2026-06-15T14:20:00Z,complete,Derived ticker sync state refreshed.
sync_state_20260615T153000Z,hkex_document_archive,2026-06-15T15:30:00Z,2026-06-15T15:30:00Z,2026-06-15T15:30:00Z,complete,Derived ticker sync state refreshed.
sync_state_20260615T160000Z,analyst_source_update,2026-06-15T16:00:00Z,2026-06-15T16:00:00Z,2026-06-15T16:00:00Z,complete,Derived ticker sync state refreshed.
sync_state_20260615T170000Z,analyst_source_update,2026-06-15T17:00:00Z,2026-06-15T17:00:00Z,2026-06-15T17:00:00Z,complete,Derived ticker sync state refreshed.
sync_state_20260615T170500Z,analyst_source_update,2026-06-15T17:05:00Z,2026-06-15T17:05:00Z,2026-06-15T17:05:00Z,complete,Derived ticker sync state refreshed.
sync_state_20260615T173000Z,analyst_source_update,2026-06-15T17:30:00Z,2026-06-15T17:30:00Z,2026-06-15T17:30:00Z,complete,Derived ticker sync state refreshed.
sync_state_20260615T182000Z,analyst_source_update,2026-06-15T18:20:00Z,2026-06-15T18:20:00Z,2026-06-15T18:20:00Z,complete,Derived ticker sync state refreshed.
sync_state_20260615T184000Z,market_heat_source_update,2026-06-15T18:40:00Z,2026-06-15T18:40:00Z,2026-06-15T18:40:00Z,complete,Derived ticker sync state refreshed.
sync_state_seed_2026_06_15,bootstrap_state_refresh,2026-06-15T06:30:00Z,2026-06-15T06:30:00Z,2026-06-15T06:30:00Z,complete,Derived ticker sync state refreshed.
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