feat: institutional reports — CFTC COT + EIA petroleum weekly

- New institutional_reports table (DB) with importance, signals per asset class, key points, absorption tracking
- cot_fetcher.py: CFTC Socrata API (6dca-aqww), 7 instruments (Gold/Silver/Copper/WTI/NatGas/SP500/EURUSD), net positioning + 52-week z-score
- eia_fetcher.py: EIA API v2, 4 series (crude/Cushing/gasoline/distillates), WoW surprise detection
- institutional.py router: GET /reports, GET /reports/{id}, POST /refresh, GET /stats
- institutional_scheduler.py: weekly auto-fetch (COT Saturdays, EIA Wednesday afternoons)
- ai_analyzer.py: build_institutional_block() + institutional_block param injected into AI scoring prompt
- auto_cycle.py: inject institutional block into suggestion + scoring, absorption tracking via keyword overlap after each cycle commentary
- InstitutionalReports.tsx: full page with filter bar (type/category/importance/period), cards with key point bullets, EXTREME alerts highlighted, signal badges, absorption badge, trading implications, expandable detail

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

backend/services/institutional_scheduler.py

@@ -0,0 +1,104 @@
+"""
+Weekly scheduler for institutional reports:
+- CFTC COT: released every Friday ~15:30 ET → fetch Saturday UTC
+- EIA Petroleum Weekly: released every Wednesday ~10:30 ET → fetch Wednesday afternoon UTC
+Checks once per hour; only fetches when the day matches and report not yet fetched this week.
+"""
+import logging
+import threading
+from datetime import datetime, timedelta
+from typing import Optional
+
+logger = logging.getLogger(__name__)
+
+_stop_event = threading.Event()
+_thread: Optional[threading.Thread] = None
+_CHECK_INTERVAL_S = 3600  # check every hour
+
+
+def _should_fetch_cot() -> bool:
+    """Saturday UTC = day after COT release."""
+    now = datetime.utcnow()
+    return now.weekday() == 5  # Saturday
+
+
+def _should_fetch_eia() -> bool:
+    """Wednesday afternoon UTC."""
+    now = datetime.utcnow()
+    return now.weekday() == 2 and now.hour >= 16  # Wednesday ≥16:00 UTC
+
+
+def _last_fetch_date(report_type: str) -> Optional[str]:
+    try:
+        from services.database import get_conn
+        conn = get_conn()
+        try:
+            row = conn.execute(
+                "SELECT MAX(fetch_date) FROM institutional_reports WHERE report_type=?",
+                (report_type,),
+            ).fetchone()
+            return (row[0] or "")[:10] if row else None
+        finally:
+            conn.close()
+    except Exception:
+        return None
+
+
+def _run_loop():
+    logger.info("[InstitutionalScheduler] Started")
+    while not _stop_event.is_set():
+        try:
+            today = datetime.utcnow().strftime("%Y-%m-%d")
+
+            if _should_fetch_cot():
+                last = _last_fetch_date("cot")
+                if last != today:
+                    logger.info("[InstitutionalScheduler] Fetching COT...")
+                    try:
+                        from services.cot_fetcher import fetch_cot_report
+                        from routers.institutional import save_institutional_report
+                        report = fetch_cot_report()
+                        if report:
+                            save_institutional_report(report)
+                            logger.info(f"[InstitutionalScheduler] COT saved: {report['report_date']}")
+                    except Exception as e:
+                        logger.warning(f"[InstitutionalScheduler] COT fetch failed: {e}")
+
+            if _should_fetch_eia():
+                last = _last_fetch_date("eia")
+                if last != today:
+                    logger.info("[InstitutionalScheduler] Fetching EIA...")
+                    try:
+                        from services.database import get_config
+                        from services.eia_fetcher import fetch_eia_report
+                        from routers.institutional import save_institutional_report
+                        key = get_config("eia_api_key") or ""
+                        if key:
+                            report = fetch_eia_report(key)
+                            if report:
+                                save_institutional_report(report)
+                                logger.info(f"[InstitutionalScheduler] EIA saved: {report['report_date']}")
+                        else:
+                            logger.info("[InstitutionalScheduler] EIA skipped — no API key configured")
+                    except Exception as e:
+                        logger.warning(f"[InstitutionalScheduler] EIA fetch failed: {e}")
+
+        except Exception as e:
+            logger.warning(f"[InstitutionalScheduler] Loop error: {e}")
+
+        _stop_event.wait(_CHECK_INTERVAL_S)
+
+    logger.info("[InstitutionalScheduler] Stopped")
+
+
+def start_institutional_scheduler():
+    global _thread
+    _stop_event.clear()
+    _thread = threading.Thread(target=_run_loop, daemon=True, name="institutional-scheduler")
+    _thread.start()
+
+
+def stop_institutional_scheduler():
+    _stop_event.set()
+    if _thread and _thread.is_alive():
+        _thread.join(timeout=5)