feat: Timeline Navigator — contexte historique 3 temporalités COVID → aujourd'hui

- 2 nouvelles tables SQLite : market_events + timeline_context
- 32 événements historiques seedés (long/medium/short de feb 2020 à juin 2026)
- timeline_service.py : bootstrap, get_events_for_date, génération commentaires GPT-4o-mini
- /api/timeline router : GET /day/{date}, GET /events, POST /generate/{date}, POST /bootstrap
- Timeline.tsx : navigateur date avec strip visuel, 3 panneaux contextuels, catalogue d'événements
- Sidebar : entrée Timeline avec icône Layers

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

backend/services/database.py

@@ -734,6 +734,34 @@ def init_db():
         UNIQUE(asset, fetch_date)
     )""")
 
+    # ── Timeline Navigator ────────────────────────────────────────────────────
+    c.execute("""CREATE TABLE IF NOT EXISTS market_events (
+        id INTEGER PRIMARY KEY AUTOINCREMENT,
+        name TEXT NOT NULL,
+        start_date TEXT NOT NULL,
+        end_date TEXT,
+        level TEXT NOT NULL,
+        category TEXT NOT NULL DEFAULT 'macro',
+        description TEXT NOT NULL DEFAULT '',
+        market_impact TEXT DEFAULT '',
+        affected_assets TEXT DEFAULT '[]',
+        impact_score REAL DEFAULT 0.5,
+        parent_event_id INTEGER REFERENCES market_events(id),
+        created_at TEXT DEFAULT (datetime('now'))
+    )""")
+
+    c.execute("""CREATE TABLE IF NOT EXISTS timeline_context (
+        ref_date TEXT PRIMARY KEY,
+        long_event_id INTEGER REFERENCES market_events(id),
+        medium_event_id INTEGER REFERENCES market_events(id),
+        short_event_id INTEGER REFERENCES market_events(id),
+        long_commentary TEXT DEFAULT '',
+        medium_commentary TEXT DEFAULT '',
+        short_commentary TEXT DEFAULT '',
+        evidence_headlines TEXT DEFAULT '[]',
+        generated_at TEXT DEFAULT (datetime('now'))
+    )""")
+
     # Seed desk defaults (idempotent)
     _desk_count = c.execute("SELECT COUNT(*) FROM asset_class_configs").fetchone()[0]
     if _desk_count == 0:
@@ -4431,3 +4459,121 @@ def update_report_result(
         return True
     finally:
         conn.close()
+
+
+# ── Timeline Navigator ────────────────────────────────────────────────────────
+
+def save_market_event(ev: Dict[str, Any]) -> int:
+    import json
+    conn = get_conn()
+    try:
+        cur = conn.execute("""INSERT INTO market_events
+            (name, start_date, end_date, level, category, description, market_impact,
+             affected_assets, impact_score, parent_event_id)
+            VALUES (?,?,?,?,?,?,?,?,?,?)""",
+            (ev["name"], ev["start_date"], ev.get("end_date"),
+             ev["level"], ev.get("category", "macro"), ev.get("description", ""),
+             ev.get("market_impact", ""), json.dumps(ev.get("affected_assets", [])),
+             ev.get("impact_score", 0.5), ev.get("parent_event_id")))
+        conn.commit()
+        return cur.lastrowid
+    finally:
+        conn.close()
+
+
+def update_market_event(event_id: int, ev: Dict[str, Any]) -> bool:
+    import json
+    conn = get_conn()
+    try:
+        conn.execute("""UPDATE market_events SET
+            name=?, start_date=?, end_date=?, level=?, category=?, description=?,
+            market_impact=?, affected_assets=?, impact_score=?
+            WHERE id=?""",
+            (ev["name"], ev["start_date"], ev.get("end_date"),
+             ev["level"], ev.get("category", "macro"), ev.get("description", ""),
+             ev.get("market_impact", ""), json.dumps(ev.get("affected_assets", [])),
+             ev.get("impact_score", 0.5), event_id))
+        conn.commit()
+        return True
+    finally:
+        conn.close()
+
+
+def get_all_market_events() -> List[Dict[str, Any]]:
+    conn = get_conn()
+    try:
+        rows = conn.execute(
+            "SELECT * FROM market_events ORDER BY start_date DESC"
+        ).fetchall()
+        return [dict(r) for r in rows]
+    finally:
+        conn.close()
+
+
+def get_events_for_date(ref_date: str) -> Dict[str, Any]:
+    """Return the active long/medium/short events for a given date."""
+    conn = get_conn()
+    try:
+        def query_level(level: str) -> Optional[Dict]:
+            row = conn.execute("""
+                SELECT * FROM market_events
+                WHERE level=? AND start_date<=?
+                  AND (end_date IS NULL OR end_date>=?)
+                ORDER BY start_date DESC LIMIT 1""",
+                (level, ref_date, ref_date)).fetchone()
+            return dict(row) if row else None
+
+        return {
+            "long": query_level("long"),
+            "medium": query_level("medium"),
+            "short": query_level("short"),
+        }
+    finally:
+        conn.close()
+
+
+def get_timeline_context(ref_date: str) -> Optional[Dict[str, Any]]:
+    conn = get_conn()
+    try:
+        row = conn.execute(
+            "SELECT * FROM timeline_context WHERE ref_date=?", (ref_date,)
+        ).fetchone()
+        return dict(row) if row else None
+    finally:
+        conn.close()
+
+
+def save_timeline_context(ctx: Dict[str, Any]) -> None:
+    import json
+    conn = get_conn()
+    try:
+        conn.execute("""INSERT INTO timeline_context
+            (ref_date, long_event_id, medium_event_id, short_event_id,
+             long_commentary, medium_commentary, short_commentary,
+             evidence_headlines, generated_at)
+            VALUES (?,?,?,?,?,?,?,?,datetime('now'))
+            ON CONFLICT(ref_date) DO UPDATE SET
+                long_event_id=excluded.long_event_id,
+                medium_event_id=excluded.medium_event_id,
+                short_event_id=excluded.short_event_id,
+                long_commentary=excluded.long_commentary,
+                medium_commentary=excluded.medium_commentary,
+                short_commentary=excluded.short_commentary,
+                evidence_headlines=excluded.evidence_headlines,
+                generated_at=datetime('now')""",
+            (ctx["ref_date"],
+             ctx.get("long_event_id"), ctx.get("medium_event_id"), ctx.get("short_event_id"),
+             ctx.get("long_commentary", ""), ctx.get("medium_commentary", ""),
+             ctx.get("short_commentary", ""),
+             json.dumps(ctx.get("evidence_headlines", []))))
+        conn.commit()
+    finally:
+        conn.close()
+
+
+def count_market_events() -> int:
+    conn = get_conn()
+    try:
+        return conn.execute("SELECT COUNT(*) FROM market_events").fetchone()[0]
+    finally:
+        conn.close()