redesign activation gate to expected value + make pipelines cron-configurable

Diagnosing "no qualified signals for 5 days": setups were generated but none
qualified. The gate required BOTH a high min_rr (2.0) AND a high
min_target_probability (60), which became contradictory after the Jun-15
probability recalibration — probability already embeds R:R via the 1/(rr+1) ruin
term, so high-R:R targets are inherently low-probability and nothing cleared both.

Gate is now expected value (R): p*rr - (1-p) from the primary target's
probability. R:R and confidence stay as floors; high-conviction / exclude-conflicts
/ min-target-probability become optional tighteners (default off). Defaults:
min_expected_value=0.15, min_rr=1.2, min_confidence=55. EV is only enforced when
computable. Migration 009 clears stored activation_* rows so the new defaults
apply. Backtest sweeps min_expected_value instead of target probability.

Scheduling: pipelines are now cron-configurable in Admin -> Jobs. daily_pipeline
(full, default 0 7 * * *) plus a new light intraday_pipeline (OHLCV + outcome eval,
default hourly US session) that keeps prices/live-R:R current without setup churn.
Fundamentals on its own early weekly cron. Timezone configurable (default
Europe/Berlin). Moving interval->CronTrigger also fixes the restart-deferral bug
where an interval job's countdown resets on every process restart.

319 backend unit tests pass; frontend tsc clean.

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

frontend/src/lib/qualification.ts

@@ -48,6 +48,10 @@ export function qualifiesSetup(setup: TradeSetup, config: ActivationConfig): boo
     return false;
   }
   if ((setup.confidence_score ?? 0) < config.min_confidence) return false;
+  // Expected value (R) is the core gate. Only enforced when computable — setups
+  // without target probabilities defer to the R:R + confidence floors above.
+  const ev = expectedValueR(setup);
+  if (ev != null && ev < config.min_expected_value) return false;
   if (config.require_high_conviction && !HIGH_CONVICTION_ACTIONS.has(setup.recommended_action ?? '')) {
     return false;
   }
@@ -60,7 +64,7 @@ export function qualifiesSetup(setup: TradeSetup, config: ActivationConfig): boo
 
 /** Short human summary of the active gate, e.g. for tooltips/labels. */
 export function activationSummary(config: ActivationConfig): string {
-  const parts = [`R:R ≥ ${config.min_rr.toFixed(1)}`, `conf ≥ ${config.min_confidence.toFixed(0)}%`];
+  const parts = [`EV ≥ ${config.min_expected_value.toFixed(2)}R`, `R:R ≥ ${config.min_rr.toFixed(1)}`, `conf ≥ ${config.min_confidence.toFixed(0)}%`];
   if (config.require_high_conviction) parts.push('high-conviction');
   if (config.exclude_conflicts) parts.push('clean');
   if (config.min_target_probability > 0) parts.push(`target ≥ ${config.min_target_probability.toFixed(0)}%`);

frontend/src/lib/types.ts

@@ -158,6 +158,7 @@ export interface PerformanceStats {
 
 // Activation gate: what counts as an actionable signal
 export interface ActivationConfig {
+  min_expected_value: number;
   min_rr: number;
   min_confidence: number;
   min_target_probability: number;
@@ -165,6 +166,14 @@ export interface ActivationConfig {
   exclude_conflicts: boolean;
 }
 
+// Cron schedule for the daily/intraday pipelines + fundamentals
+export interface ScheduleConfig {
+  schedule_timezone: string;
+  schedule_daily_pipeline_cron: string;
+  schedule_intraday_pipeline_cron: string;
+  schedule_fundamentals_cron: string;
+}
+
 // Runtime sentiment LLM configuration
 export interface SentimentProviderConfig {
   provider: string;
@@ -212,7 +221,7 @@ export interface BacktestCalibrationRow {
 }
 
 export interface BacktestSweepRow extends BacktestBucket {
-  min_target_probability: number;
+  min_expected_value: number;
 }
 
 export interface BacktestReport {
@@ -224,7 +233,7 @@ export interface BacktestReport {
   overall_qualified: BacktestBucket;
   overall_all: BacktestBucket;
   by_direction: Record<string, BacktestBucket>;
-  min_target_probability: number;
+  min_expected_value: number;
   sweep: BacktestSweepRow[];
   calibration: BacktestCalibrationRow[];
   note: string;