feat: Impact Monitor — AI impact evaluation for eco events & geopolitical news

- New DB tables: event_categories (18 bootstrap categories) + instrument_impacts
- impact_categories_bootstrap.py: FOMC/NFP/CPI/GDP/PCE/ISM/BOJ/ECB/BOE/OPEC+ + 7 géopolitical categories with per-instrument sensitivity & direction defaults
- impact_service.py: GPT-4o-mini evaluation (0-1 score, direction, rationale) + monitor data aggregation
- routers/impact.py: GET/POST endpoints for evaluate/bulk/monitor/adjust/categories
- ImpactMonitor.tsx: two-tab page (Évalués / À évaluer), top instruments bar, inline score override modal, category browser
- Startup auto-bootstrap for impact categories
- Route /impact + sidebar nav entry

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

backend/routers/impact.py

@@ -0,0 +1,155 @@
+"""
+Impact Monitor — instrument impact evaluation for market events and news.
+Prefix: /api/impact
+"""
+import logging
+from typing import Any, Dict, List, Optional
+
+from fastapi import APIRouter, HTTPException, Query
+from pydantic import BaseModel
+
+logger = logging.getLogger(__name__)
+router = APIRouter(prefix="/api/impact", tags=["impact"])
+
+
+# ── Schemas ───────────────────────────────────────────────────────────────────
+
+class ImpactAdjustment(BaseModel):
+    adjusted_score: float
+    adjusted_direction: str
+    override_rationale: str = ""
+
+
+class CategoryUpdate(BaseModel):
+    type: str
+    sub_type: str = ""
+    description: str = ""
+    default_impacts: List[Dict[str, Any]] = []
+
+
+# ── Categories ────────────────────────────────────────────────────────────────
+
+@router.get("/categories")
+def list_categories() -> List[Dict[str, Any]]:
+    from services.database import get_all_event_categories
+    import json
+    cats = get_all_event_categories()
+    for c in cats:
+        try:
+            c["default_impacts"] = json.loads(c.get("default_impacts") or "[]")
+        except Exception:
+            c["default_impacts"] = []
+    return cats
+
+
+@router.put("/categories/{name}")
+def update_category(name: str, body: CategoryUpdate) -> Dict[str, Any]:
+    from services.database import upsert_event_category
+    import json
+    cat_id = upsert_event_category({
+        "name": name,
+        "type": body.type,
+        "sub_type": body.sub_type,
+        "description": body.description,
+        "default_impacts": json.dumps(body.default_impacts),
+    })
+    return {"id": cat_id, "name": name, "status": "updated"}
+
+
+# ── Evaluate ──────────────────────────────────────────────────────────────────
+
+@router.post("/evaluate/event/{event_id}")
+def evaluate_event(
+    event_id: int,
+    force: bool = Query(False, description="Re-evaluate even if already done"),
+) -> Dict[str, Any]:
+    """Trigger AI impact evaluation for a market event."""
+    from services.impact_service import evaluate_event_impacts
+    try:
+        result = evaluate_event_impacts(event_id, force=force)
+        if "error" in result:
+            raise HTTPException(400, result["error"])
+        return result
+    except HTTPException:
+        raise
+    except Exception as e:
+        logger.error(f"[impact] evaluate_event {event_id} failed: {e}")
+        raise HTTPException(500, str(e))
+
+
+@router.post("/evaluate/bulk")
+def evaluate_bulk(
+    event_ids: List[int],
+    force: bool = Query(False),
+) -> Dict[str, Any]:
+    """Evaluate multiple events sequentially."""
+    from services.impact_service import evaluate_event_impacts
+    results = []
+    errors = []
+    for eid in event_ids[:20]:  # cap at 20 per call
+        try:
+            r = evaluate_event_impacts(eid, force=force)
+            if "error" not in r:
+                results.append({"event_id": eid, "n_instruments": r.get("n_instruments", 0)})
+            else:
+                errors.append({"event_id": eid, "error": r["error"]})
+        except Exception as e:
+            errors.append({"event_id": eid, "error": str(e)})
+    return {"evaluated": len(results), "errors": len(errors), "results": results, "error_details": errors}
+
+
+# ── Monitor ───────────────────────────────────────────────────────────────────
+
+@router.get("/monitor")
+def get_monitor(
+    days: int = Query(7,  ge=1, le=90,  description="Fenêtre temporelle en jours"),
+    min_score: float = Query(0.3, ge=0.0, le=1.0, description="Score minimum d'impact"),
+) -> Dict[str, Any]:
+    """Weekly impact monitor — evaluated events with instrument scores."""
+    from services.impact_service import get_impact_monitor_data
+    try:
+        return get_impact_monitor_data(days=days, min_score=min_score)
+    except Exception as e:
+        logger.error(f"[impact] monitor failed: {e}")
+        raise HTTPException(500, str(e))
+
+
+@router.get("/event/{event_id}")
+def get_event_impacts(event_id: int) -> Dict[str, Any]:
+    """Get stored impacts for a specific event."""
+    from services.database import get_impacts_for_source, get_all_market_events
+    impacts = get_impacts_for_source("event", event_id)
+    events = get_all_market_events()
+    event = next((e for e in events if e["id"] == event_id), None)
+    return {
+        "event_id": event_id,
+        "event": event,
+        "impacts": impacts,
+        "evaluated": len(impacts) > 0,
+    }
+
+
+# ── Adjust ────────────────────────────────────────────────────────────────────
+
+@router.put("/adjust/{impact_id}")
+def adjust_impact(impact_id: int, body: ImpactAdjustment) -> Dict[str, Any]:
+    """Manually override an AI-estimated impact score/direction."""
+    from services.database import update_impact_adjustment
+    ok = update_impact_adjustment(
+        impact_id,
+        body.adjusted_score,
+        body.adjusted_direction,
+        body.override_rationale,
+    )
+    if not ok:
+        raise HTTPException(404, f"Impact {impact_id} not found")
+    return {"id": impact_id, "status": "adjusted"}
+
+
+# ── Bootstrap ─────────────────────────────────────────────────────────────────
+
+@router.post("/bootstrap-categories")
+def bootstrap_categories(force: bool = False) -> Dict[str, Any]:
+    """Seed default impact categories."""
+    from services.impact_categories_bootstrap import bootstrap_impact_categories
+    return bootstrap_impact_categories(force=force)