add Eurostat + UK ONS sources; valuation/bubble/economy/bonds groups; aggregate read; market-open header

Three new data sources hooked into the existing SOURCES registry. All
open APIs, no keys:

  - EUROSTAT: prefix EUROSTAT:dataset?dim=val&... — current EU bond
    yields (Bund/OAT/BTP/EZ) and Eurozone economic indicators that
    FRED's OECD-mirror series stopped updating in 2022-2023.
  - ONS: prefix ONS:topic/cdid/dataset — current UK CPI, unemployment,
    GDP, industrial production. Replaces the 5+ month-stale FRED
    LRHUTTTTGBM156S mirror.

New indicator groups in default.toml feed the strategic/fundamental
lens we converged on: valuation (CAPE/Buffett anchors), bubble_watch
(SKEW/VVIX/RSP vs SPY/HYG vs TLT/IPO/crypto), economy (multi-region,
ALL current-or-stale-flagged), bonds (UK/EU/US/JPN sovereign yields).

Indicator panel now opens with an AI "read" interpretation per group
(generated hourly at :07 UTC alongside an aggregate cross-group read
shown in the dashboard header). The aggregate is grounded by a markets
strip — NYSE/LSE/Frankfurt/Tokyo/HK/Shanghai with open/closed LEDs and
next-open countdown, computed locally from each exchange's tz.

Other UX bits: indicator-row tooltips populated from TOML notes;
rows whose last observation is >90 days old get a 'stale' chip;
ghost symbols (in DB but no longer in TOML) filtered out of the
panel; Eurostat/ONS symbols display as short codes rather than the
full API path.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

app/routers/api.py

@@ -32,6 +32,7 @@ from app.templates_env import templates
 from app.models import (
     AICall,
     Headline,
+    IndicatorSummary,
     JobRun,
     Portfolio,
     PortfolioSnapshot,
@@ -130,10 +131,51 @@ async def indicators(
     )).scalars().all()
 
     if as_ == "html":
+        from app.config import get_settings, load_groups
+        from app.services.market import parse_symbol
+        s_ = get_settings()
+
+        # Build the set of symbols currently configured for this group AND a
+        # notes lookup keyed by the post-parse identifier (the form stored in
+        # the DB).
+        notes: dict[str, str] = {}
+        configured: set[str] = set()
+        for sym, _lab, note in load_groups(s_.BASELINE_TOML, s_.PORTFOLIO_TOML).get(group, []):
+            _fn, ident = parse_symbol(sym)
+            notes[ident] = note
+            configured.add(ident)
+
+        # Drop ghost rows: symbols that used to be in this group but were
+        # removed from the TOML — their last quote still sits in the DB until
+        # rollup prunes it, but we shouldn't show them.
+        rows = [r for r in rows if r.symbol in configured]
+
         has_anchor = any((r.changes or {}).get("anchor") is not None for r in rows)
+        summary = (await session.execute(
+            select(IndicatorSummary)
+            .where(IndicatorSummary.group_name == group)
+            .order_by(desc(IndicatorSummary.generated_at))
+            .limit(1)
+        )).scalar_one_or_none()
+
+        # Mark rows whose `as_of` is older than 90 days as stale so the UI
+        # can dim them — some FRED international series are months/years
+        # behind their primary source.
+        today = utcnow().date()
+        stale_symbols: set[str] = set()
+        for r in rows:
+            try:
+                as_of_d = datetime.strptime(r.as_of, "%Y-%m-%d").date() if r.as_of else None
+            except ValueError:
+                as_of_d = None
+            if as_of_d and (today - as_of_d).days > 90:
+                stale_symbols.add(r.symbol)
+
         return templates.TemplateResponse(
             request, "partials/indicators.html",
-            {"quotes": rows, "has_anchor": has_anchor},
+            {"quotes": rows, "has_anchor": has_anchor,
+             "summary": summary, "notes": notes,
+             "stale_symbols": stale_symbols},
         )
     return [QuoteOut.model_validate(r, from_attributes=True) for r in rows]
 
@@ -376,6 +418,46 @@ async def portfolios(
 # --- Health / ops footer -----------------------------------------------------
 
 
+# --- Aggregate summary + market status (dashboard header) -------------------
+
+
+AGGREGATE_GROUP_NAME = "__all__"
+
+
+@router.get("/summary/aggregate")
+async def aggregate_summary(
+    request: Request,
+    session: AsyncSession = Depends(get_session),
+    as_: str | None = Query(default=None, alias="as"),
+):
+    row = (await session.execute(
+        select(IndicatorSummary)
+        .where(IndicatorSummary.group_name == AGGREGATE_GROUP_NAME)
+        .order_by(desc(IndicatorSummary.generated_at))
+        .limit(1)
+    )).scalar_one_or_none()
+
+    from app.services.markets import all_statuses
+    statuses = all_statuses()
+
+    if as_ == "html":
+        return templates.TemplateResponse(
+            request, "partials/dashboard_header.html",
+            {"summary": row, "markets": statuses},
+        )
+    return {
+        "summary": (
+            {"content": row.content,
+             "generated_at": row.generated_at.isoformat(),
+             "model": row.model}
+            if row else None
+        ),
+        "markets": [
+            {**m, "until": m["until"].isoformat()} for m in statuses
+        ],
+    }
+
+
 @router.get("/health", response_class=HTMLResponse, include_in_schema=False)
 async def health_html(
     request: Request,