feat: add standalone AI/Tech regime-change monitor tab

A new /regime tab scoring how far the AI/Tech bull regime has deteriorated
toward a re-rating as a single 0-100 index with per-signal breakdown and a
7/30-day trend. Intentionally decoupled: nothing reads its output to gate or
score trades — the daily-pipeline membership is scheduling only.

- regime_monitor_service: price sub-scores (P1-P6 via Alpaca, like
  market_regime), VIX + HY credit spreads via a small FRED helper, weighted
  aggregation over available signals (missing source -> n/a, dropped from the
  denominator), one snapshot row/day, and a ~90-day history backfill by
  replaying the already-fetched series as-of each past day.
- F1/F3 fundamentals proposed by the configured grounded LLM (reuses
  sentiment_provider_service config resolution), with a manual override + lock.
- regime_snapshots table (migration 011); endpoints on the existing market
  router; admin-editable weights/threshold; standalone /regime page.

Data needs: prices via Alpaca, VIX/credit via FRED (optional key — signals show
n/a without it). No LLM needed for history.

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

app/scheduler.py

@@ -37,6 +37,7 @@ from app.services import fundamental_service, ingestion_service, sentiment_servi
 from app.services.alert_service import dispatch_alerts
 from app.services.backtest_service import run_and_store as run_backtest_and_store
 from app.services.market_regime_service import update_market_regime
+from app.services.regime_monitor_service import update_regime_monitor
 from app.services.outcome_service import evaluate_pending_setups
 from app.services.rr_scanner_service import scan_all_tickers
 from app.services.sentiment_provider_service import build_sentiment_provider
@@ -80,6 +81,7 @@ _JOB_NAMES = [
     "ticker_universe_sync",
     "alerts",
     "market_regime",
+    "regime_monitor",
     "backtest",
     "daily_pipeline",
     "intraday_pipeline",
@@ -799,6 +801,42 @@ async def compute_market_regime() -> None:
         _log_event(logging.ERROR, "job_error", job=job_name, error_type=type(exc).__name__, message=str(exc))
 
 
+# ---------------------------------------------------------------------------
+# Job: Regime Monitor
+# ---------------------------------------------------------------------------
+
+
+async def compute_regime_monitor() -> None:
+    """Refresh the standalone AI/Tech regime-change index (observational only).
+
+    Pulls sector/benchmark prices via Alpaca + VIX/credit spreads via FRED,
+    computes the 0-100 index, and persists a daily snapshot. Output feeds nothing
+    else — it only powers its own tab. Pipeline membership is scheduling only.
+    """
+    job_name = "regime_monitor"
+    _log_event(logging.INFO, "job_start", job=job_name)
+    _runtime_start(job_name, total=1)
+
+    try:
+        async with async_session_factory() as db:
+            if not await _is_job_enabled(db, job_name):
+                _log_event(logging.INFO, "job_skipped", job=job_name, reason="disabled")
+                _runtime_finish(job_name, "skipped", processed=0, total=1, message="Disabled")
+                return
+
+            result = await update_regime_monitor(db)
+
+        _runtime_progress(job_name, processed=1, total=1)
+        _runtime_finish(
+            job_name, "completed", processed=1, total=1,
+            message=f"Index: {result.get('total_score')} ({result.get('band')})",
+        )
+        _log_event(logging.INFO, "job_complete", job=job_name, score=result.get("total_score"))
+    except Exception as exc:
+        _runtime_finish(job_name, "error", processed=0, total=1, message=str(exc))
+        _log_event(logging.ERROR, "job_error", job=job_name, error_type=type(exc).__name__, message=str(exc))
+
+
 # ---------------------------------------------------------------------------
 # Job: Backtest
 # ---------------------------------------------------------------------------
@@ -881,6 +919,8 @@ _DAILY_PIPELINE_STEPS = [
     ("rr_scanner", "scan_rr"),
     ("outcome_evaluator", "evaluate_outcomes"),
     ("market_regime", "compute_market_regime"),
+    # Observational only — runs here for scheduling; its output feeds nothing else.
+    ("regime_monitor", "compute_regime_monitor"),
 ]
 
 # Intraday (light): keep prices current and resolve outcomes through the day,
@@ -1039,6 +1079,7 @@ def configure_scheduler(schedule_config: dict[str, str] | None = None) -> None:
         (scan_rr, "rr_scanner", "R:R Scanner"),
         (evaluate_outcomes, "outcome_evaluator", "Outcome Evaluator"),
         (compute_market_regime, "market_regime", "Market Regime"),
+        (compute_regime_monitor, "regime_monitor", "Regime Monitor"),
     ]
     for fn, job_id, job_name in _members:
         scheduler.add_job(