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.
 """
 
 

app/static/css/cassandra.css

@@ -140,8 +140,9 @@ a:hover { text-decoration: underline; }
   padding: 14px;
   display: grid;
   grid-template-columns: minmax(0, 2fr) minmax(0, 1fr);
-  grid-template-rows: auto auto auto;
+  grid-template-rows: auto auto auto auto;
   grid-template-areas:
+    "header     header"
     "indicators log"
     "portfolio  log"
     "news       news";
@@ -150,10 +151,11 @@ a:hover { text-decoration: underline; }
 @media (max-width: 1100px) {
   .app-main {
     grid-template-columns: 1fr;
-    grid-template-areas: "indicators" "portfolio" "log" "news";
+    grid-template-areas: "header" "indicators" "portfolio" "log" "news";
   }
 }
 
+#dash-header-container { grid-area: header; }
 #indicators-panel { grid-area: indicators; }
 #portfolio-panel  { grid-area: portfolio; }
 #log-panel        {

app/templates/base.html

@@ -106,7 +106,7 @@
       // listen to. Simpler still: fire htmx.trigger on the well-known
       // panels. We use the simple path.
       ['#dash-header-container', '#log-panel .panel-body',
-       '#indicators-body'].forEach(function (sel) {
+       '#indicators-body', '#log-content'].forEach(function (sel) {
         var el = document.querySelector(sel);
         if (el && window.htmx) window.htmx.trigger(el, 'tone-changed');
       });

app/templates/log.html

@@ -25,7 +25,7 @@
     <article id="log-content"
              class="log-page__content"
              hx-get="/api/log/by-date/{{ selected_iso }}?as=html"
-             hx-trigger="load"
+             hx-trigger="load, tone-changed"
              hx-swap="innerHTML">
       <div class="empty">loading log…</div>
     </article>

app/templates/partials/indicators.html

@@ -30,7 +30,12 @@
   <tbody>
   {% for q in quotes %}
     {% set is_stale = stale_symbols and q.symbol in stale_symbols %}
-    <tr class="{% if is_stale %}row-stale{% endif %}">
+    {# Stale rows (last observation older than the group's freshness
+       threshold) are hidden from the default UI but the server still
+       computes them — remove the `{% if not is_stale %}` guard to
+       resurface the dimmed row + stale tag. #}
+    {% if not is_stale %}
+    <tr>
       {% set tip = notes.get(q.symbol, '') if notes else '' %}
       {# Long Eurostat ('dataset?...') and ONS ('topic/.../cdid/dataset') symbols
          get truncated for display; hover shows the full identifier via title.
@@ -39,7 +44,7 @@
       {% if '?' in short_sym %}{% set short_sym = short_sym.split('?')[0] %}{% endif %}
       {% if '/' in short_sym %}{% set short_sym = short_sym.split('/')[-2] | upper %}{% endif %}
       <td class="label has-tip" title="{{ q.symbol }}{% if tip %} — {{ tip }}{% endif %}">
-        {{ short_sym }}{% if is_stale %} <span class="stale-tag" title="last observation older than 90 days">stale</span>{% endif %}
+        {{ short_sym }}
       </td>
       <td {% if tip %}title="{{ tip }}"{% endif %}>{{ q.label or "" }}</td>
       <td class="num">{{ q.price | price }}</td>
@@ -58,6 +63,7 @@
       {% endif %}
       <td class="neu">{{ q.as_of or "" }}</td>
     </tr>
+    {% endif %}
   {% endfor %}
   </tbody>
 </table>