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>

frontend/src/App.tsx

@@ -19,6 +19,7 @@ import RiskDashboard from './pages/RiskDashboard'
 import SystemLogs from './pages/SystemLogs'
 import VaRAnalysis from './pages/VaRAnalysis'
 import PositionHistory from './pages/PositionHistory'
+import InstitutionalReports from './pages/InstitutionalReports'
 import { useCycleWatcher } from './hooks/useApi'
 
 function GlobalWatcher() {
@@ -53,6 +54,7 @@ export default function App() {
             <Route path="/var" element={<VaRAnalysis />} />
             <Route path="/position-history" element={<PositionHistory />} />
             <Route path="/logs" element={<SystemLogs />} />
+            <Route path="/institutional" element={<InstitutionalReports />} />
           </Routes>
         </main>
       </div>