fix: backfill symbol_demand for sidebar-added symbols + analyst ratings schema fix

- Add await ctx.cache.subscribe() to addSymbol mutation so symbols
  added via the sidebar get registered in symbol_demand and yfinance
  jobs are queued immediately
- Backfill PEP, WYNN, STZ, CELH into symbol_demand + adapter_queue
- Upgrade yahoo-finance2 3.15.3 -> 3.15.4 and pass validateResult:false
  to quoteSummary() to handle Yahoo schema drift
- Add error detail logging for analyst ratings schema failures
- Update .gitignore with common ignores

app/src/components/PortfolioPanel.tsx

@@ -1,87 +1,187 @@
 "use client";
-import { useEffect, useState } from "react";
+import { useCallback, useEffect, useState } from "react";
 import { api, type PortfolioHolding } from "@/lib/trpc";
 import { UI_STRINGS } from "@/lib/strings";
+import { Card, CardHeader, Button, Input } from "@/components/ui";
 
-export function PortfolioPanel() {
+export interface PortfolioPanelProps {
+  /** Called after holdings change so parents (e.g. Risk) can refresh posture. */
+  onChange?: (holdings: PortfolioHolding[]) => void;
+  /** When true, omit outer Card chrome (parent already provides a card). */
+  bare?: boolean;
+}
+
+/**
+ * Record open holdings (symbol / shares / avg cost). Feeds risk posture, not the watchlist.
+ * ADR-0007: user-owned records only - no trade instructions.
+ */
+export function PortfolioPanel({ onChange, bare = false }: PortfolioPanelProps) {
   const [holdings, setHoldings] = useState<PortfolioHolding[]>([]);
   const [draftSymbol, setDraftSymbol] = useState("");
   const [draftShares, setDraftShares] = useState("");
   const [draftCost, setDraftCost] = useState("");
   const [loading, setLoading] = useState(true);
+  const [busy, setBusy] = useState(false);
+  const [error, setError] = useState<string | null>(null);
 
-  const load = async () => {
+  const load = useCallback(async (): Promise<PortfolioHolding[] | null> => {
     try {
-      setHoldings(await api.portfolio.holdings());
-    } catch { /* ignore */ }
-    setLoading(false);
+      const next = await api.portfolio.holdings();
+      setHoldings(next);
+      setError(null);
+      return next;
+    } catch (e) {
+      setError(e instanceof Error ? e.message : "Could not load holdings.");
+      return null;
+    } finally {
+      setLoading(false);
+    }
+  }, []);
+
+  useEffect(() => {
+    void load();
+  }, [load]);
+
+  const notifyChange = (next: PortfolioHolding[]) => {
+    onChange?.(next);
   };
 
-  useEffect(() => { load(); }, []);
-
   const add = async () => {
-    if (!draftSymbol.trim() || !draftShares || !draftCost) return;
-    await api.portfolio.addHolding(
-      draftSymbol.trim().toUpperCase(),
-      parseFloat(draftShares),
-      parseFloat(draftCost),
-    );
-    setDraftSymbol(""); setDraftShares(""); setDraftCost("");
-    load();
+    const symbol = draftSymbol.trim().toUpperCase();
+    const shares = parseFloat(draftShares);
+    const avgCost = parseFloat(draftCost);
+    if (!symbol || !Number.isFinite(shares) || shares <= 0 || !Number.isFinite(avgCost) || avgCost < 0) {
+      setError("Symbol, positive share count, and average cost are required.");
+      return;
+    }
+    setBusy(true);
+    setError(null);
+    try {
+      await api.portfolio.addHolding(symbol, shares, avgCost);
+      setDraftSymbol("");
+      setDraftShares("");
+      setDraftCost("");
+      const next = await load();
+      if (next) notifyChange(next);
+    } catch (e) {
+      setError(e instanceof Error ? e.message : "Could not record holding.");
+    } finally {
+      setBusy(false);
+    }
   };
 
   const remove = async (symbol: string) => {
-    await api.portfolio.removeHolding(symbol);
-    load();
+    setBusy(true);
+    setError(null);
+    try {
+      await api.portfolio.removeHolding(symbol);
+      const next = await load();
+      if (next) notifyChange(next);
+    } catch (e) {
+      setError(e instanceof Error ? e.message : "Could not remove holding.");
+    } finally {
+      setBusy(false);
+    }
   };
 
   const totalValue = holdings.reduce((sum, h) => sum + h.shares * h.avg_cost, 0);
 
-  return (
-    <section className="rounded-xl border border-[#2a2b3a] bg-[#121318] p-5 space-y-4 hover:shadow-[0_2px_8px_rgba(79,140,255,0.1)] transition-shadow duration-300">
-      <h2 className="text-base font-semibold text-[#e6e7ec]">{UI_STRINGS.portfolioTitle || "Portfolio"}</h2>
+  const body = (
+    <>
+      <p className="text-xs text-fg-muted mb-3">{UI_STRINGS.portfolioCaption}</p>
+      <p className="text-xs text-fg-faint mb-3">{UI_STRINGS.portfolioVsWatchlist}</p>
 
-      <div className="grid grid-cols-3 gap-2">
-        <input value={draftSymbol} onChange={(e) => setDraftSymbol(e.target.value)}
-          placeholder="Symbol" className="bg-[#0a0b0f] border border-[#2a2b3a] rounded-lg px-2 py-1.5 text-sm text-[#e6e7ec] placeholder:text-[#5a5b6a]" />
-        <input value={draftShares} onChange={(e) => setDraftShares(e.target.value)}
-          placeholder="Shares" type="number" className="bg-[#0a0b0f] border border-[#2a2b3a] rounded-lg px-2 py-1.5 text-sm text-[#e6e7ec] placeholder:text-[#5a5b6a]" />
-        <input value={draftCost} onChange={(e) => setDraftCost(e.target.value)}
-          placeholder="Avg cost" type="number" step="0.01" className="bg-[#0a0b0f] border border-[#2a2b3a] rounded-lg px-2 py-1.5 text-sm text-[#e6e7ec] placeholder:text-[#5a5b6a]" />
+      <div className="grid grid-cols-1 sm:grid-cols-4 gap-2">
+        <label className="block text-xs text-fg-muted sm:col-span-1">
+          Symbol
+          <Input
+            value={draftSymbol}
+            onChange={(e) => setDraftSymbol(e.target.value)}
+            placeholder="e.g. AAPL"
+            className="mt-1"
+            disabled={busy}
+          />
+        </label>
+        <label className="block text-xs text-fg-muted">
+          Shares
+          <Input
+            value={draftShares}
+            onChange={(e) => setDraftShares(e.target.value)}
+            placeholder="100"
+            type="number"
+            className="mt-1"
+            disabled={busy}
+          />
+        </label>
+        <label className="block text-xs text-fg-muted">
+          Avg cost ($)
+          <Input
+            value={draftCost}
+            onChange={(e) => setDraftCost(e.target.value)}
+            placeholder="150.00"
+            type="number"
+            step="0.01"
+            className="mt-1"
+            disabled={busy}
+          />
+        </label>
+        <div className="flex items-end">
+          <Button onClick={add} disabled={busy} className="w-full">
+            {busy ? "Saving…" : "Record holding"}
+          </Button>
+        </div>
       </div>
-      <button onClick={add}
-        className="w-full px-3 py-1.5 rounded-lg text-sm bg-[#4f8cff] text-white">Add Holding</button>
+
+      {error && <p className="mt-3 text-sm text-danger">{error}</p>}
 
       {loading ? (
-        <p className="text-sm text-[#5a5b6a]">Loading...</p>
+        <p className="mt-4 text-sm text-fg-faint">Loading holdings…</p>
       ) : holdings.length === 0 ? (
-        <p className="text-sm text-[#5a5b6a]">{UI_STRINGS.emptyPortfolio || "No holdings yet."}</p>
+        <p className="mt-4 text-sm text-fg-faint">{UI_STRINGS.emptyPortfolio}</p>
       ) : (
-        <div className="space-y-2 max-h-60 overflow-y-auto">
-          <div className="flex justify-between text-xs text-[#5a5b6a] pb-1 border-b border-[#2a2b3a]">
+        <div className="mt-4 space-y-2 max-h-72 overflow-y-auto">
+          <div className="grid grid-cols-[minmax(0,1fr)_4.5rem_5rem_5rem_4rem] gap-2 text-xs text-fg-faint pb-1 border-b border-line">
             <span>Symbol</span>
-            <span>Shares</span>
-            <span>Avg Cost</span>
-            <span>Value</span>
-            <span></span>
+            <span className="text-right">Shares</span>
+            <span className="text-right">Avg cost</span>
+            <span className="text-right">Cost basis</span>
+            <span />
           </div>
           {holdings.map((h) => (
-            <div key={h.symbol} className="flex items-center justify-between py-1 text-sm rounded hover:bg-[#1a1b24] transition-colors">
-              <span className="font-mono w-16 text-[#e6e7ec]">{h.symbol}</span>
-              <span className="w-16 text-right text-[#8a8b9a]">{h.shares}</span>
-              <span className="w-20 text-right text-[#8a8b9a]">${h.avg_cost.toFixed(2)}</span>
-              <span className="w-20 text-right text-[#e6e7ec]">${(h.shares * h.avg_cost).toFixed(0)}</span>
-              <button onClick={() => remove(h.symbol)}
-                className="text-xs text-[#5a5b6a] hover:text-[#ef4444]">Remove</button>
+            <div
+              key={h.symbol}
+              className="grid grid-cols-[minmax(0,1fr)_4.5rem_5rem_5rem_4rem] gap-2 items-center py-1.5 text-sm rounded hover:bg-surface-sunken transition-colors"
+            >
+              <span className="font-mono text-fg truncate">{h.symbol}</span>
+              <span className="text-right tnum text-fg-muted">{h.shares}</span>
+              <span className="text-right tnum text-fg-muted">${h.avg_cost.toFixed(2)}</span>
+              <span className="text-right tnum text-fg">${(h.shares * h.avg_cost).toFixed(0)}</span>
+              <button
+                type="button"
+                onClick={() => remove(h.symbol)}
+                disabled={busy}
+                className="text-xs text-fg-faint hover:text-danger text-right disabled:opacity-50"
+              >
+                Remove
+              </button>
             </div>
           ))}
-          <div className="flex justify-between pt-2 border-t border-[#2a2b3a] text-sm font-semibold text-[#e6e7ec]">
-            <span>Total</span>
-            <span>${totalValue.toFixed(0)}</span>
+          <div className="flex justify-between pt-2 border-t border-line text-sm font-semibold text-fg">
+            <span>Cost-basis total</span>
+            <span className="tnum">${totalValue.toFixed(0)}</span>
           </div>
         </div>
       )}
-      <p className="text-[10px] text-[#5a5b6a] italic">{UI_STRINGS.primaryRuleFooter}</p>
-    </section>
+    </>
+  );
+
+  if (bare) return <div className="space-y-1">{body}</div>;
+
+  return (
+    <Card>
+      <CardHeader title={UI_STRINGS.portfolioTitle} />
+      {body}
+      <p className="mt-4 text-[10px] text-fg-faint italic">{UI_STRINGS.primaryRuleFooter}</p>
+    </Card>
   );
 }