feat: OISEnhancedBlock — rate curve, implied pts, scénarios charts per CB

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

lib/newsfeed.ts

@@ -845,7 +845,15 @@ export async function fetchAllNews(): Promise<NewsItem[]> {
     return true;
   });
 
-  deduped.sort((a, b) => b.publishedAt.localeCompare(a.publishedAt));
+  const PRIORITY_SET = new Set(["Discours BC", "Décision Taux", "Crise", "Guerre", "Chef d'État", "Probabilités Taux"]);
+  const isPrio = (item: NewsItem) => item.categories.some(c => PRIORITY_SET.has(c));
+
+  deduped.sort((a, b) => {
+    const pa = isPrio(a) ? 1 : 0;
+    const pb = isPrio(b) ? 1 : 0;
+    if (pb !== pa) return pb - pa;
+    return b.publishedAt.localeCompare(a.publishedAt);
+  });
 
   return deduped;
 }

lib/tecpi.ts

@@ -697,3 +697,80 @@ export async function fetchTEGDPGrowthRate(): Promise<CoreCPIMap> {
     return {};
   }
 }
+
+// ── Employment Change — pages individuelles TradingEconomics ─────────────────
+// USD : /united-states/non-farm-payrolls → en milliers, MoM
+// GBP : /united-kingdom/employment-change → en milliers, MoM (3 mois glissants)
+// AUD : /australia/employment-change → en personnes → /1000
+// EUR : /euro-area/employment-change → QoQ%
+
+export interface TEEmploymentEntry {
+  value: number;   // k pour USD/GBP/AUD, QoQ% pour EUR
+  prev:  number | null;
+}
+
+const TE_EMP_CONFIG: Partial<Record<Currency, { slug: string; unitKw: string; divisor: number; precision: number }>> = {
+  USD: { slug: "united-states/non-farm-payrolls",    unitKw: "thousand", divisor: 1,    precision: 0 },
+  GBP: { slug: "united-kingdom/employment-change",   unitKw: "thousand", divisor: 1,    precision: 0 },
+  AUD: { slug: "australia/employment-change",         unitKw: "person",   divisor: 1000, precision: 1 },
+  EUR: { slug: "euro-area/employment-change",         unitKw: "percent",  divisor: 1,    precision: 2 },
+};
+
+export async function fetchTEEmploymentChange(): Promise<Partial<Record<Currency, TEEmploymentEntry>>> {
+  const headers = {
+    "User-Agent":      "Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 Chrome/124.0.0.0 Safari/537.36",
+    "Accept":          "text/html,application/xhtml+xml,application/xml;q=0.9,*/*;q=0.8",
+    "Accept-Language": "en-US,en;q=0.9",
+  };
+
+  const entries = await Promise.all(
+    (Object.entries(TE_EMP_CONFIG) as [Currency, NonNullable<typeof TE_EMP_CONFIG[Currency]>][])
+      .map(async ([ccy, { slug, unitKw, divisor, precision }]) => {
+        try {
+          const res = await fetch(`https://tradingeconomics.com/${slug}`, {
+            next: { revalidate: 21600 },
+            headers,
+          });
+          if (!res.ok) return null;
+          const html = await res.text();
+
+          // Current value from meta description
+          const metaM = html.match(/name=["']description["'][^>]*content=["']([^"']+)["']/i)
+                     ?? html.match(/content=["']([^"']+)["'][^>]*name=["']description["']/i);
+          const desc = metaM?.[1] ?? "";
+          const incrM = desc.match(/increased\s+by\s+([\d,]+\.?\d*)/i);
+          const decrM = desc.match(/decreased\s+by\s+([\d,]+\.?\d*)/i);
+          if (!incrM && !decrM) return null;
+
+          const sign    = incrM ? 1 : -1;
+          const absVal  = parseFloat((incrM?.[1] ?? decrM![1]).replace(/,/g, ""));
+          const curRaw  = sign * absVal;
+
+          // Find previous from table: groups of (value, prev, unit-label)
+          const tdVals: string[] = [];
+          const tdRe = /<td[^>]*>([^<]+)<\/td>/g;
+          let m: RegExpExecArray | null;
+          while ((m = tdRe.exec(html)) !== null) tdVals.push(m[1].trim());
+
+          let prevRaw: number | null = null;
+          for (let i = 0; i < tdVals.length - 2; i++) {
+            const a = parseFloat(tdVals[i].replace(/,/g, ""));
+            const b = parseFloat(tdVals[i + 1].replace(/,/g, ""));
+            const c = tdVals[i + 2].toLowerCase();
+            if (isNaN(a) || isNaN(b) || !c.includes(unitKw)) continue;
+            const tol = Math.max(1, Math.abs(curRaw) * 0.02);
+            if (Math.abs(a - curRaw) <= tol) { prevRaw = b; break; }
+          }
+
+          return [ccy, {
+            value: parseFloat((curRaw  / divisor).toFixed(precision)),
+            prev:  prevRaw !== null ? parseFloat((prevRaw / divisor).toFixed(precision)) : null,
+          }] as [Currency, TEEmploymentEntry];
+        } catch { return null; }
+      })
+  );
+
+  const result: Partial<Record<Currency, TEEmploymentEntry>> = {};
+  for (const e of entries) if (e) result[e[0]] = e[1];
+  return result;
+}

lib/types.ts

@@ -110,7 +110,8 @@ export interface DriverData {
   sp500Change:    number | null;   // pts vs clôture j-1
   sp500ChangePct: number | null;   // % vs clôture j-1
   btc:            number | null;   // BTC/USD
-  btcChange24h:   number | null;   // % variation 24h (CoinGecko)
+  btcChange24h:   number | null;   // % variation 24h (legacy)
+  btcDeltaPct:    number | null;   // % vs clôture J-1 (Business Insider)
   // Crédit
   hySpread: number | null;
   igSpread: number | null;
@@ -121,14 +122,18 @@ export interface DriverData {
   us2y:       number | null;
   curveSlope: number | null;
   // Commodités (avec delta vs session précédente)
-  gold:        number | null;
-  goldDelta:   number | null;
-  silver:      number | null;
-  silverDelta: number | null;
-  brent:       number | null;
-  brentDelta:  number | null;
+  gold:           number | null;
+  goldDelta:      number | null;
+  goldDeltaPct:   number | null;
+  silver:         number | null;
+  silverDelta:    number | null;
+  silverDeltaPct: number | null;
+  brent:          number | null;
+  brentDelta:     number | null;
+  brentDeltaPct:  number | null;
   wti:         number | null;
   wtiDelta:    number | null;
+  wtiDeltaPct: number | null;
   // Compat
   copper: number | null;
 }
@@ -144,10 +149,28 @@ export interface SentimentEntry {
   pair:     string;
 }
 
+export type MacroSection = "all" | "inflation" | "pmi" | "employment" | "gdp" | "policy";
+
 export interface CotEntry {
-  net:      number;
-  longPct:  number;
-  shortPct: number;
-  totalLev: number;
-  weekDate: string;
+  // HF — Leveraged Money (spéculation directionnelle, hedge funds / CTAs)
+  net:          number;    // longs - shorts
+  hfLongs:      number;    // contrats long bruts
+  hfShorts:     number;    // contrats short bruts
+  longPct:      number;    // % longs / total HF
+  shortPct:     number;    // % shorts / total HF
+  totalLev:     number;    // total contrats HF
+  // AM — Asset Manager (hedging institutionnel, fonds pension / souverains)
+  amNet:        number;
+  amLongs:      number;
+  amShorts:     number;
+  amLongPct:    number;    // % longs / total AM
+  amTotal:      number;
+  // Δ semaine précédente (null si pas de données J-7)
+  netDelta:     number | null;   // Δ net HF
+  longsDelta:   number | null;   // Δ longs HF (+= ajout de longs)
+  shortsDelta:  number | null;   // Δ shorts HF (+= ajout de shorts)
+  amNetDelta:   number | null;   // Δ net AM
+  // Métadonnées
+  weekDate:     string;
+  prevWeekDate: string | null;
 }