feat: always-fresh sentiment for top picks, watchlist & open trades

Tiered, uncapped sentiment scope so the names that matter are never shown
without sentiment.

- Priority (always fully refreshed): top-pick feeders — momentum leaders with a
  tradeable long setup over the R:R floor (the tickers that are, or could become
  with positive sentiment, the dashboard top pick) — plus the curated watchlist
  and open paper trades.
- Filler: top-N by composite, a discovery net, fetched after the priority set so
  a mid-run rate limit lands the important names first.
- Removed the per-run cap (sentiment_max_per_run): the relevant set is naturally
  bounded (watchlist <= 20, composite <= top_composite), so a full refresh stays
  inside the free tier. extra="ignore" keeps a stale env var from breaking startup.
- Refresh window 72h -> 120h (5 days): sentiment shifts slowly, score window is 7d.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

app/config.py

@@ -2,7 +2,7 @@ from pydantic_settings import BaseSettings, SettingsConfigDict
 
 
 class Settings(BaseSettings):
-    model_config = SettingsConfigDict(env_file=".env", env_file_encoding="utf-8")
+    model_config = SettingsConfigDict(env_file=".env", env_file_encoding="utf-8", extra="ignore")
 
     # Database
     database_url: str = "postgresql+asyncpg://stock_backend:changeme@localhost:5432/stock_data_backend"
@@ -49,10 +49,14 @@ class Settings(BaseSettings):
     data_collector_frequency: str = "daily"
     sentiment_poll_interval_minutes: int = 30
     # Sentiment search-budget controls (Gemini grounding free tier = 5000/month).
-    # Only fetch sentiment for relevant tickers (watchlist + open trades + top-N by
-    # composite), skip ones refreshed within fresh_hours, and cap per run.
-    sentiment_fresh_hours: int = 72
-    sentiment_max_per_run: int = 25
+    # Scope (see _get_sentiment_priority_tickers): everything that matters is always
+    # refreshed in full — open paper trades + the curated watchlist + top-pick
+    # feeders (momentum leaders with a tradeable long setup) — plus a top-N composite
+    # discovery net. No per-run cap: the set is naturally bounded (watchlist <= 20,
+    # composite <= top_composite), so a full refresh stays well inside the free tier.
+    # Skip anything refreshed within fresh_hours (5 days: sentiment shifts slowly and
+    # the score window is 7 days).
+    sentiment_fresh_hours: int = 120
     sentiment_top_composite: int = 30
     fundamental_fetch_frequency: str = "weekly"  # quarterly-ish data; weekly conserves API quota
     rr_scan_frequency: str = "daily"