ui: aggregated read on top, hide stale rows, wire /log tone toggle; prompts v8

- dashboard grid: explicit "header" area as the first row so the
    aggregated read panel renders at the top instead of being
    auto-placed after the named areas.
  - indicators: hide rows flagged stale (older than the group's
    freshness threshold). Server still computes stale_symbols;
    rendering can be re-enabled by removing the
    `{% if not is_stale %}` wrapper in indicators.html.
  - /log: add tone-changed to #log-content's hx-trigger and include
    it in cassandraSetTone's selector list — toggling Novice /
    Intermediate on the Log page was previously a no-op.
  - prompts: bump PROMPT_VERSION 7→8. Strengthen the rational-vs-
    irrational framing in the strategic-log system prompt from
    aspirational to mandatory ("a paragraph without both lenses must
    be rewritten"). Require the same lens in the per-group summary,
    cross-asset aggregate, and portfolio commentary overrides.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

app/services/openrouter.py

@@ -30,7 +30,7 @@ OPENROUTER_URL = "https://openrouter.ai/api/v1/chat/completions"
 # v7 (2026-05-18): Forbid "(Updated HH:MM UTC)" clauses in the date header —
 # the model was hallucinating future times. The user prompt now carries the
 # actual current UTC time so the model has accurate temporal context.
-PROMPT_VERSION = 7
+PROMPT_VERSION = 8
 
 
 # --- Core: invariant across tone/analysis settings ----------------------------
@@ -85,16 +85,25 @@ omit the paragraph.
 "things to watch tomorrow". Each watch item should name a level/threshold \
 whose breach would change the regime, not a calendar-date event.
 
-# Rational vs irrational framing
+# Rational vs irrational framing (MANDATORY in every paragraph)
 The reader's primary goal is to disconnect rational decisions from market \
-irrationality. In every sector or theme paragraph, separately identify:
-- The RATIONAL drivers: earnings, real-economy data, monetary policy, \
-structural geopolitical shifts, valuation vs fundamentals.
-- The IRRATIONAL drivers: positioning, narrative momentum, sentiment \
-extremes, concentration, flow-driven moves, options gamma, credit complacency.
-When the two diverge — price moving on irrational drivers while fundamentals \
-say otherwise, or vice versa — flag the divergence explicitly. Those gaps \
-are where the next regime change starts.
+irrationality. This is the single most important lens of the log — it MUST \
+appear in every sector or theme paragraph, not just where it feels natural. \
+For each paragraph, before writing it, ask yourself the two questions and \
+then make both answers visible in the prose:
+- The RATIONAL drivers — what the underlying factors justify: earnings, \
+real-economy data, monetary policy, structural geopolitical shifts, \
+valuation vs fundamentals.
+- The IRRATIONAL drivers — what the crowd is doing regardless of fundamentals: \
+positioning, narrative momentum, sentiment extremes, concentration, \
+flow-driven moves, options gamma, credit complacency.
+Then state the GAP: is price moving with the rational read, ahead of it, \
+or against it? If they agree, say so briefly and move on. If they diverge \
+— price moving on irrational drivers while fundamentals say otherwise, or \
+vice versa — name the divergence explicitly. Those gaps are where the next \
+regime change starts and are the whole point of this log.
+A paragraph that names only price action or only fundamentals, without \
+both lenses, is incomplete and must be rewritten.
 
 # Discipline
 - No emojis, no marketing language, no "concerning" or "unprecedented" \
@@ -302,6 +311,13 @@ They can see the values. They CANNOT see the meaning. Your job is to \
 a regime-level interpretation, a fundamental driver identification, or a \
 cross-indicator implication — not a description of moves.
 
+# Rational vs irrational lens (required at this length too)
+Even at 2-3 sentences, contrast what the underlying factors justify \
+(rational: fundamentals, policy, valuation) with what the crowd is doing \
+(irrational: positioning, narrative, flows) whenever the two diverge. If \
+they don't diverge, say so in one clause. Never just describe the move \
+without placing it on this axis.
+
 # Hard constraints
 - Plain prose, ONE paragraph. No markdown, no headers, no lists, no labels.
 - Open IMMEDIATELY with substance. NEVER start with: "I need to", "I'll", \
@@ -350,6 +366,13 @@ Your job is NOT to summarise the moves. It is to explain what the moves, \
 which divergences are load-bearing, what fundamental story the cross-asset \
 behaviour tells.
 
+# Rational vs irrational lens (required at this length too)
+The cross-asset tape's value is in the gap between what the underlying \
+factors justify (rational: fundamentals, policy, valuation) and what the \
+crowd is actually doing (irrational: positioning, narrative momentum, \
+flows). At least one of the 2-4 sentences must name this gap or, if the \
+two cohere, explicitly say so.
+
 # Hard constraints
 - Plain prose, ONE paragraph. No markdown, headers, lists, or labels.
 - Open IMMEDIATELY with substance. NEVER start with: "I need to", "I'll", \

app/services/portfolio_analysis.py

@@ -250,6 +250,19 @@ implies X under scenario Y"), not advice ("buy X" / "sell Y" are forbidden).
   what would invalidate the current posture.
 - ~350 words. No bullet lists. No buy/sell recommendations.
 - Do not repeat the input data verbatim — interpret it.
+
+# Rational vs irrational lens (mandatory)
+Carry the base prompt's rational-vs-irrational framing through to every
+paragraph of the portfolio read. For each section above, contrast:
+- The RATIONAL read: what the underlying factors (fundamentals,
+  macro/policy regime, valuation, currency dynamics) justify for this
+  exposure;
+- The IRRATIONAL read: what positioning, narrative momentum, sentiment
+  or flows are doing to that same exposure right now.
+Then name the GAP — does the holder's posture line up with the rational
+read, or is it riding the irrational one? A paragraph that names only
+the pie's numbers or only the macro backdrop, without placing the
+holding on this rational-vs-irrational axis, is incomplete.
 """