sentiment: LLM buy/hold/avoid + full analysis, and search-budget scoping

Richer LLM output (same grounded call, ~no extra cost):
- All providers now also return a recommendation (buy/hold/avoid) and a thorough
  reasoning paragraph; Gemini now actually captures reasoning + grounding
  citations (it was dropping them). Stored on sentiment_scores (migration 008),
  exposed in the API; display-only — NOT fed into the composite/EV.
- Ticker Sentiment panel shows an "LLM view" badge and a "Full analysis & sources"
  expander with the complete reasoning + citations.

Search-budget scoping (Gemini grounding free tier = 5000/mo):
- collect_sentiment now targets only watchlist + open paper trades + top-N by
  composite, skips tickers refreshed within sentiment_fresh_hours (72h), and caps
  per run (sentiment_max_per_run). Once the relevant set is fresh, runs spend 0
  searches until it ages out — bounding monthly usage well under the free tier.
- Widened sentiment lookback to 7d (scoring + display) so sparser collection
  still feeds the dimension score.

Deploy: alembic upgrade (sentiment_scores.recommendation). Switch provider to
Gemini Flash in Admin for the cost win (grounded, cheapest).

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

frontend/src/components/ticker/SentimentPanel.tsx

@@ -12,6 +12,12 @@ const classificationColors: Record<string, string> = {
   neutral: 'text-gray-300',
 };
 
+const recommendationStyle: Record<string, string> = {
+  buy: 'bg-emerald-500/15 text-emerald-300 border-emerald-500/30',
+  hold: 'bg-amber-500/15 text-amber-300 border-amber-500/30',
+  avoid: 'bg-red-500/15 text-red-300 border-red-500/30',
+};
+
 export function SentimentPanel({ data }: SentimentPanelProps) {
   const [expanded, setExpanded] = useState<boolean>(false);
   const latest = data.scores[0];
@@ -21,6 +27,14 @@ export function SentimentPanel({ data }: SentimentPanelProps) {
       <h3 className="mb-3 text-xs font-medium uppercase tracking-widest text-gray-500">Sentiment</h3>
       {latest ? (
         <>
+          {latest.recommendation && (
+            <div className="mb-3 flex items-center justify-between rounded-lg border bg-white/[0.02] px-3 py-2">
+              <span className="text-xs uppercase tracking-wider text-gray-500">LLM view</span>
+              <span className={`rounded-md border px-2.5 py-1 text-sm font-semibold uppercase tracking-wide ${recommendationStyle[latest.recommendation] ?? 'text-gray-300'}`}>
+                {latest.recommendation}
+              </span>
+            </div>
+          )}
           <div className="space-y-2.5 text-sm">
             <div className="flex justify-between">
               <span className="text-gray-400">Classification</span>
@@ -45,12 +59,12 @@ export function SentimentPanel({ data }: SentimentPanelProps) {
           <button
             type="button"
             onClick={() => setExpanded((prev) => !prev)}
-            className="mt-3 flex w-full items-center justify-center gap-1 text-xs text-gray-500 hover:text-gray-300 transition-colors"
+            className="mt-3 flex w-full items-center justify-center gap-1.5 rounded-md border border-white/[0.08] py-1.5 text-xs text-gray-400 hover:bg-white/[0.04] hover:text-gray-200 transition-colors"
             aria-expanded={expanded}
-            aria-label={expanded ? 'Collapse details' : 'Expand details'}
           >
+            {expanded ? 'Hide' : 'Full analysis & sources'}
             <svg
-              className={`h-4 w-4 transition-transform ${expanded ? 'rotate-180' : ''}`}
+              className={`h-3.5 w-3.5 transition-transform ${expanded ? 'rotate-180' : ''}`}
               fill="none"
               viewBox="0 0 24 24"
               stroke="currentColor"

frontend/src/lib/types.ts

@@ -319,6 +319,7 @@ export interface SentimentScore {
   timestamp: string;
   reasoning: string;
   citations: CitationItem[];
+  recommendation: 'buy' | 'hold' | 'avoid' | null;
 }
 
 export interface SentimentResponse {