feat(V2): migrazione macro completa (read-only, env ignored)

- exchanges/macro: cot.py + cot_contracts.py + fetchers.py copiati 1:1 con
  rewrite import mcp_common -> cerbero_mcp.common, mcp_macro -> cerbero_mcp.exchanges.macro
- nuovo MacroClient stateless wrapper: trasporta solo fred_api_key/finnhub_api_key,
  niente HTTP session (i fetchers usano async_client ad-hoc)
- tools.py: 11 tool (get_treasury_yields, get_yield_curve_slope,
  get_breakeven_inflation, get_economic_indicators, get_macro_calendar,
  get_market_overview, get_equity_futures, get_asset_price, get_cot_tff,
  get_cot_disaggregated, get_cot_extreme_positioning) — niente write,
  niente leverage_cap
- routers/macro.py: prefix /mcp-macro, 11 route POST /tools/*
- builder branch macro: stesse credenziali per testnet/mainnet (env ignorato);
  registry istanzia 2 entry, costo trascurabile (wrapper stateless)
- test migrati: test_cot.py + test_fetchers.py (test_server_acl.py skippato V1-only)
- nuovo test test_build_client_macro_no_env_distinction in test_exchanges_builder.py

Suite: 224 passed.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

tests/unit/exchanges/macro/test_cot.py

@@ -0,0 +1,117 @@
+from __future__ import annotations
+
+from cerbero_mcp.exchanges.macro.cot import (
+    classify_extreme,
+    compute_percentile,
+    parse_disagg_row,
+    parse_tff_row,
+)
+
+
+def test_compute_percentile_basic():
+    history = [10, 20, 30, 40, 50, 60, 70, 80, 90, 100]
+    assert compute_percentile(50, history) == 50.0
+    assert compute_percentile(10, history) == 10.0
+    assert compute_percentile(100, history) == 100.0
+
+
+def test_compute_percentile_value_below_min():
+    history = [10, 20, 30]
+    assert compute_percentile(5, history) == 0.0
+
+
+def test_compute_percentile_value_above_max():
+    history = [10, 20, 30]
+    assert compute_percentile(40, history) == 100.0
+
+
+def test_compute_percentile_empty_history():
+    assert compute_percentile(50, []) is None
+
+
+def test_classify_extreme_below_threshold():
+    assert classify_extreme(3.0) == "extreme_short"
+    assert classify_extreme(5.0) == "extreme_short"  # boundary inclusive
+
+
+def test_classify_extreme_above_threshold():
+    assert classify_extreme(96.0) == "extreme_long"
+    assert classify_extreme(95.0) == "extreme_long"  # boundary inclusive
+
+
+def test_classify_extreme_neutral():
+    assert classify_extreme(50.0) == "neutral"
+    assert classify_extreme(94.99) == "neutral"
+    assert classify_extreme(5.01) == "neutral"
+
+
+def test_classify_extreme_none_input():
+    assert classify_extreme(None) == "neutral"
+
+
+# Payload Socrata reale (subset campi rilevanti, valori arbitrari per test)
+TFF_SOCRATA_ROW = {
+    "report_date_as_yyyy_mm_dd": "2026-04-22T00:00:00.000",
+    "dealer_positions_long_all": "12345",
+    "dealer_positions_short_all": "23456",
+    "asset_mgr_positions_long": "654321",
+    "asset_mgr_positions_short": "200000",
+    "lev_money_positions_long": "100000",
+    "lev_money_positions_short": "350000",
+    "other_rept_positions_long": "50000",
+    "other_rept_positions_short": "50000",
+    "open_interest_all": "2500000",
+}
+
+DISAGG_SOCRATA_ROW = {
+    "report_date_as_yyyy_mm_dd": "2026-04-22T00:00:00.000",
+    "prod_merc_positions_long_all": "100000",
+    "prod_merc_positions_short_all": "300000",
+    "swap_positions_long_all": "50000",
+    "swap_positions_short_all": "60000",
+    "m_money_positions_long_all": "200000",
+    "m_money_positions_short_all": "80000",
+    "other_rept_positions_long_all": "10000",
+    "other_rept_positions_short_all": "10000",
+    "open_interest_all": "1500000",
+}
+
+
+def test_parse_tff_row_extracts_all_fields():
+    row = parse_tff_row(TFF_SOCRATA_ROW)
+    assert row["report_date"] == "2026-04-22"
+    assert row["dealer_long"] == 12345
+    assert row["dealer_short"] == 23456
+    assert row["dealer_net"] == 12345 - 23456
+    assert row["asset_mgr_long"] == 654321
+    assert row["asset_mgr_net"] == 654321 - 200000
+    assert row["lev_funds_long"] == 100000
+    assert row["lev_funds_short"] == 350000
+    assert row["lev_funds_net"] == 100000 - 350000
+    assert row["other_long"] == 50000
+    assert row["other_net"] == 0
+    assert row["open_interest"] == 2500000
+
+
+def test_parse_tff_row_handles_missing_field():
+    payload = {"report_date_as_yyyy_mm_dd": "2026-04-22T00:00:00.000"}
+    row = parse_tff_row(payload)
+    assert row["report_date"] == "2026-04-22"
+    assert row["dealer_long"] == 0
+    assert row["dealer_net"] == 0
+
+
+def test_parse_disagg_row_extracts_all_fields():
+    row = parse_disagg_row(DISAGG_SOCRATA_ROW)
+    assert row["report_date"] == "2026-04-22"
+    assert row["producer_long"] == 100000
+    assert row["producer_short"] == 300000
+    assert row["producer_net"] == -200000
+    assert row["swap_long"] == 50000
+    assert row["swap_net"] == -10000
+    assert row["managed_money_long"] == 200000
+    assert row["managed_money_short"] == 80000
+    assert row["managed_money_net"] == 120000
+    assert row["other_long"] == 10000
+    assert row["other_net"] == 0
+    assert row["open_interest"] == 1500000