docs(context): recover portfolio context

[saagpatel]

Summary

• add a managed Portfolio Context block to the repo handoff file
• capture project purpose, current state, stack, run notes, risks, and next move for Arc H context recovery

Verification

• Generated by GithubRepoAuditor context recovery batch 6
• Focused Arc H verification passed in GithubRepoAuditor: tests/test_portfolio_context_triage.py tests/test_context_quality.py tests/test_catalog_validator.py tests/test_cli_subcommands.py

[chatgpt-codex-connector]

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[chatgpt-codex-connector]

Point run commands at backend modules

The documented backend command references an app package, but this repo only defines the FastAPI app in backend/main.py and has no app package, so following this handoff fails immediately with ModuleNotFoundError instead of starting the service. The daemon command in the same block has the same app.* issue; the existing CLI is under backend.ingestion.ingest_daemon.

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