fix(host/encode): negotiate the cursor around what the encoder can blend

EncoderCaps::blends_cursor's contract said the HOST must fall back to
capturer-side compositing when a cursor-as-metadata session lands on an
encoder that can't composite — but that host half was never built: open_video
warned and the session streamed WITHOUT a pointer (confirmed on the VAAPI
dmabuf and libav-NVENC CUDA paths; latent on vulkan RGB-direct/native-NV12).
The negotiation is now caps-aware, ahead of capture, on both planes:

* pf-encode grows cursor_blend_capable() — the pre-open dispatch mirror
  (sibling of linux_native_nv12_ok) answering whether the resolved backend
  composites frame.cursor; its pure core is test-pinned arm by arm.
* Native plane: handshake::cursor_forward grants the cursor channel only
  where the resolved backend can blend (the capture-mouse flip makes the host
  draw the pointer on demand); denied sessions keep the pre-channel path —
  the compositor EMBEDS the pointer, never cursorless, never doubled. The
  Welcome's HOST_CAP_CURSOR bit is computed once and read back at both
  session-wiring sites instead of recomputed. SessionPlan::output_format
  additionally keeps every cursor-blend session off producer-native NV12 (the
  arm with no CSC to fold a cursor into), and vulkan RGB-direct now yields to
  a cursor-blend session even when pinned (EFC cannot composite; the open
  logs the override). Windows plans cursor_blend=false via the new shared
  cursor_blend_for() rule — the IDD capturer composites the pointer itself,
  and asking the encoder anyway fired the blends-cursor warn spuriously on
  every cursor-channel session.
* GameStream plane: the hardcoded cursor_blend=true is gone. The portal
  source asks for cursor-as-metadata only when the resolved backend blends,
  otherwise negotiates an Embedded pointer (choose_cursor_mode's new ladder);
  the capturer pool now also keys on that mode. The virtual-output source
  passes false — its capture embeds the pointer where it can.

The per-arm warns in vulkan_video (RGB-direct, native-NV12) are now
structurally unreachable and removed. open_video's post-open check stays as
the single backstop for what planning cannot see: a Vulkan-open falling back
to VAAPI mid-session, and the gamescope residual (no embedded mode exists
there, so a never-blending backend — H.264-on-AMD VAAPI, software — still
streams cursorless; fixing that needs a compositing stage, deliberately not
built in this pass). Zero-copy is preserved throughout — every fallback is a
capture-negotiation change, never a readback.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

crates/punktfunk-host/src/spike.rs

@@ -94,7 +94,9 @@ pub fn run(opts: Options) -> Result<()> {
                 want_hdr,
                 "spike source: xdg ScreenCast portal (live monitor)"
             );
-            capture::open_portal_monitor(want_hdr).context("open portal capturer")?
+            // Embedded cursor: the spike passes `cursor_blend = false` to its encoder open, so
+            // a metadata pointer would be composited by nothing.
+            capture::open_portal_monitor(want_hdr, false).context("open portal capturer")?
         }
         Source::KwinVirtual => {
             let compositor = crate::vdisplay::detect().unwrap_or(crate::vdisplay::Compositor::Kwin);