Wire catalyst score into the live watcher and arming rank

Completes the Phase 2 loop: the catalyst score now actually reaches the runtime
decision, not just the pure functions. Gated behind its own flag so enabling the
Phase 1 advisory/dashboard never silently changes trade scoring.

- OllamaConfig.catalyst_score_enabled (NEWS_CATALYST_SCORE_ENABLED, default off).
- Watcher accepts an optional catalyst_score_provider (symbol -> 0..1 | None) and
  passes it into evaluate_setup; a None provider reproduces today's behavior. The
  provider is injected so runtime/ stays free of research/ imports.
- run_live_paper: one TTL-cached catalyst provider shared by the watcher and the
  execution service; the watcher gets the score provider only when the blend is
  enabled. step_arm gains a gated graded ranking multiplier (bullish catalyst
  boosts by 1+gain*score; a confirmed dilutive offering is sunk below the armed
  cut), falling back to the existing binary news boost when off.
- Add the enrich task to the run_pass pipeline order so a single --once pass also
  runs enrichment (previously only the continuous loop did).
- .env.example documents the new flags; watcher tests cover the blend + the
  no-op None-provider case.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01M5HTMkaadGDnAPtXe2hWwg

config.py

@@ -166,6 +166,9 @@ class OllamaConfig(BaseModel):
     # Phase 2 dilution veto (ships OFF).
     dilution_veto_enabled: bool = False
     dilution_veto_min_conviction: float = 0.6
+    # Phase 2 score blend (ships OFF; separate from enrichment so turning on the
+    # advisory/dashboard does NOT silently change trade scoring).
+    catalyst_score_enabled: bool = False
 
     @classmethod
     def from_env(cls, env: dict[str, str] | None = None) -> "OllamaConfig":
@@ -205,6 +208,7 @@ class OllamaConfig(BaseModel):
             enrichment_batch_limit=i("NEWS_ENRICH_BATCH_LIMIT", 50),
             dilution_veto_enabled=b("NEWS_DILUTION_VETO_ENABLED", False),
             dilution_veto_min_conviction=f("NEWS_DILUTION_VETO_CONVICTION", 0.6),
+            catalyst_score_enabled=b("NEWS_CATALYST_SCORE_ENABLED", False),
         )