feat: Specialist Desks v2 — COT, Forward Curves, Surprise Index, Hawk/Dove scorer

- COT Positioning: CFTC disaggregated + financial futures (19 markets) via Socrata free API
  net MM position % OI + weekly change stored in cot_data table
- Forward Curves: yfinance front-month vs +3M slope (8 commodities)
  contango/backwardation/flat stored in forward_curve_data table
- Surprise Index: consensus_estimate + actual_value on specialist_reports
  auto-computes surprise_score = actual - consensus on save
- Hawk/Dove Text Scorer: GPT-4o-mini endpoint for CB statements
  score -1..+1, label, summary, key_phrases (forex/bonds: hawk/dove; commodities: bull/bear)
- AI context injection: COT net positioning, forward curve structure,
  surprise scores, upcoming consensus estimates injected into all desk blocks
- Frontend: COT panel (net% bars), Forward Curves panel, SurpriseInput
  on report cards, Hawk/Dove scorer in forex/bonds config tab
- auto_cycle.py: non-blocking COT + curve refresh before each cycle

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

backend/services/auto_cycle.py

@@ -594,6 +594,21 @@ def run_cycle_once(trigger: str = "auto") -> Dict[str, Any]:
             except Exception as _ibe:
                 logger.warning(f"[Cycle] Institutional block failed (non-blocking): {_ibe}")
 
+            # ── COT + Forward Curves (background refresh, non-blocking) ───────────────
+            try:
+                from services.cot_fetcher import fetch_all_cot
+                from services.forward_curve import fetch_forward_curves
+                from services.database import save_cot_data, save_forward_curves as _sfc
+                cot_data = fetch_all_cot()
+                if cot_data:
+                    save_cot_data(cot_data)
+                curve_data = fetch_forward_curves()
+                if curve_data:
+                    _sfc(curve_data)
+            except Exception as _e:
+                import logging as _logging
+                _logging.getLogger(__name__).warning(f"COT/Curve refresh failed (non-blocking): {_e}")
+
             suggestions = suggest_patterns_from_market_context(
                 news, quotes, calendar, macro_regime=macro_regime, geo_score=geo_score_obj,
                 portfolio_lessons=portfolio_lessons,