[verified] Add Thai macro backdrop collector (BOT Thai Economy) — real consumption/inflation/unemployment

- macro_thai.py scrapes bot.or.th/en/thai-economy.html (server-rendered, no auth)
- private consumption +4.9%, private investment +18.1%, mfg -3.1%, headline inflation 1.95%, core 1.34%, unemployment 0.93%, tourists YTD 16.2mn
- 3 tests; live verified; macro backdrop layer (req #6)

backend/app/macro_thai.py

@@ -0,0 +1,132 @@
+"""Thai macro backdrop factor — BOT Thai Economy overview page.
+
+Source: https://www.bot.or.th/en/thai-economy.html (server-rendered HTML).
+Provides a real Thailand macro backdrop requested by the user (data ที่รอบด้าน
+ของประเทศ): private consumption %YoY, private investment %YoY, manufacturing
+production %YoY, headline/core inflation, unemployment, and tourism arrivals YTD.
+
+The page renders each indicator as text like:
+    "Private Consumption Index (%YoY) 4.9% Jun 2026"
+so we locate the label and grab the following percent + period.
+"""
+
+from __future__ import annotations
+
+import html
+import re
+from dataclasses import dataclass, field
+from typing import Optional
+from urllib.request import Request, urlopen
+
+_USER_AGENT = (
+    "Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36 "
+    "(KHTML, like Gecko) Chrome/131.0.0.0 Safari/537.36"
+)
+_URL = "https://www.bot.or.th/en/thai-economy.html"
+
+
+class MacroThaiError(Exception):
+    """Raised when the BOT Thai Economy page cannot be fetched/parsed."""
+
+
+@dataclass(frozen=True)
+class MacroThaiSnapshot:
+    private_consumption_yoy: Optional[float] = None
+    private_investment_yoy: Optional[float] = None
+    manufacturing_yoy: Optional[float] = None
+    headline_inflation_yoy: Optional[float] = None
+    core_inflation_yoy: Optional[float] = None
+    unemployment_pct: Optional[float] = None
+    tourists_ytd_mn: Optional[float] = None
+    periods: dict = field(default_factory=dict)
+    source: str = "bot.thai-economy"
+
+    def to_dict(self) -> dict:
+        return {
+            "source": self.source,
+            "private_consumption_yoy": self.private_consumption_yoy,
+            "private_investment_yoy": self.private_investment_yoy,
+            "manufacturing_yoy": self.manufacturing_yoy,
+            "headline_inflation_yoy": self.headline_inflation_yoy,
+            "core_inflation_yoy": self.core_inflation_yoy,
+            "unemployment_pct": self.unemployment_pct,
+            "tourists_ytd_mn": self.tourists_ytd_mn,
+            "periods": self.periods,
+        }
+
+
+# label -> (attribute, expected %-unit)
+_LABELS = {
+    "Private Consumption Index": "private_consumption_yoy",
+    "Private Investment Index": "private_investment_yoy",
+    "Manufacturing Production Index": "manufacturing_yoy",
+    "Headline Inflation": "headline_inflation_yoy",
+    "Core Inflation": "core_inflation_yoy",
+    "Unemployment": "unemployment_pct",
+    "No. of tourists year-to-date": "tourists_ytd_mn",
+}
+
+
+def _fetch(url: str = _URL, timeout: float = 30.0) -> str:
+    req = Request(url, headers={"User-Agent": _USER_AGENT, "Accept": "text/html"})
+    try:
+        with urlopen(req, timeout=timeout) as resp:
+            raw = resp.read()
+    except Exception as exc:
+        raise MacroThaiError(f"failed to fetch {url}: {exc}") from exc
+    try:
+        return raw.decode("utf-8")
+    except UnicodeDecodeError:
+        return raw.decode("latin-1", "ignore")
+
+
+def _plain(text: str) -> str:
+    return re.sub(r"\s+", " ", html.unescape(re.sub(r"<[^>]+>", "", text))).strip()
+
+
+def _to_pct(text: str) -> Optional[float]:
+    m = re.search(r"([-+]?\d+(?:\.\d+)?)\s*%", text)
+    return float(m.group(1)) if m else None
+
+
+def _has_number(text: str) -> bool:
+    return bool(re.search(r"\d", text))
+
+
+def parse_macro_thai_html(html_text: str) -> MacroThaiSnapshot:
+    text = _plain(html_text)
+    values: dict = {}
+    periods: dict = {}
+    for label, attr in _LABELS.items():
+        idx = text.find(label)
+        if idx < 0:
+            continue
+        seg = text[idx : idx + 120]
+        pct = _to_pct(seg)
+        if pct is not None:
+            values[attr] = pct
+        elif attr == "tourists_ytd_mn":
+            # tourists YTD is a bare count (million, no %) e.g. "16.2"
+            m = re.search(r"([-+]?\d+(?:\.\d+)?)", seg)
+            if m:
+                values[attr] = float(m.group(1))
+        # period: e.g. "Jun 2026" / "Q1/2026" following the number
+        m = re.search(r"(?:\d+(?:\.\d+)?\s*%?\s*)?([A-Z][a-z]{2}/\d{4}|[A-Z][a-z]{2}\s\d{4}|Q\d/\d{4})", seg)
+        if m:
+            periods[attr] = m.group(1)
+    if not values:
+        raise MacroThaiError("no recognizable macro indicators found in BOT Thai Economy page")
+    return MacroThaiSnapshot(
+        private_consumption_yoy=values.get("private_consumption_yoy"),
+        private_investment_yoy=values.get("private_investment_yoy"),
+        manufacturing_yoy=values.get("manufacturing_yoy"),
+        headline_inflation_yoy=values.get("headline_inflation_yoy"),
+        core_inflation_yoy=values.get("core_inflation_yoy"),
+        unemployment_pct=values.get("unemployment_pct"),
+        tourists_ytd_mn=values.get("tourists_ytd_mn"),
+        periods=periods,
+    )
+
+
+def fetch_macro_thai(timeout: float = 30.0) -> MacroThaiSnapshot:
+    return parse_macro_thai_html(_fetch(timeout=timeout))

backend/tests/test_macro_thai.py

@@ -0,0 +1,45 @@
+"""Tests for the Thai macro backdrop collector."""
+
+from __future__ import annotations
+
+import unittest
+
+from app import macro_thai
+
+
+def _page_html() -> str:
+    return """
+    <html><body>
+    <div>Private Consumption Index (%YoY) 4.9% Jun 2026</div>
+    <div>Private Investment Index (%YoY) 18.1% Jun 2026</div>
+    <div>Manufacturing Production Index (%YoY) -3.1% Jun 2026</div>
+    <div>Headline Inflation (%YoY) 1.95% July 2026</div>
+    <div>Core Inflation (%YoY) 1.34% July 2026</div>
+    <div>Unemployment (%share to Labor force) 0.93% Q1/2026</div>
+    <div>No. of tourists year-to-date (million) 16.2 Jun 2026</div>
+    </body></html>
+    """
+
+
+class MacroThaiParseTest(unittest.TestCase):
+    def test_parses_all_indicators(self) -> None:
+        snap = macro_thai.parse_macro_thai_html(_page_html())
+        self.assertEqual(snap.private_consumption_yoy, 4.9)
+        self.assertEqual(snap.private_investment_yoy, 18.1)
+        self.assertEqual(snap.manufacturing_yoy, -3.1)
+        self.assertEqual(snap.headline_inflation_yoy, 1.95)
+        self.assertEqual(snap.unemployment_pct, 0.93)
+        self.assertEqual(snap.tourists_ytd_mn, 16.2)
+
+    def test_no_data_raises(self) -> None:
+        with self.assertRaises(macro_thai.MacroThaiError):
+            macro_thai.parse_macro_thai_html("<html>nothing here</html>")
+
+    def test_to_dict_full(self) -> None:
+        d = macro_thai.parse_macro_thai_html(_page_html()).to_dict()
+        self.assertEqual(d["source"], "bot.thai-economy")
+        self.assertIn("periods", d)
+
+
+if __name__ == "__main__":
+    unittest.main()