chore: Add Phase 2-3 validation templates for Gate 5 roadmap execution

Phase 2: PBO/DSR Metrics Validation
- Template for collecting Probability of Backtest Overfit metrics
- DSR (Daily Sharpe Ratio) validation checklist
- OOS (Out-of-Sample) performance by market phase
- Pass/fail criteria for each metric
- Evidence collection and archiving plan

Phase 3: Crash Recovery Rehearsal
- Four failure scenarios: outbox loss, DB drop, lock timeout, inbox failure
- Recovery procedures: state reconciliation, message replay, lock recovery
- Test result tracking matrix
- Verification checklist for each procedure
- Evidence documentation

Status (2026-08-03 22:30 KST):
✅ Phase 1 (Job 893): RUNNING (22:04 KST start)
✅ Phase 2 template: READY
✅ Phase 3 template: READY
⏳ Phase 4 template: NEXT

These templates enable systematic Phase 2-3 execution when Phase 1 completes.

Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>

metrics/pbo_dsr_validation.md

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+# Gate 5: PBO/DSR Metrics Validation Report
+
+**Status:** ⏳ IN PREPARATION  
+**Phase:** 2 (Post Job 893 Execution)  
+**Timeline:** TBD (5-10 days after Phase 1)  
+**Template Version:** 2026-08-03
+
+---
+
+## 📊 **Metrics Summary**
+
+### PBO (Probability of Backtest Overfit)
+| Metric | Target | Result | Status |
+|--------|--------|--------|--------|
+| **PBO Value** | ≥ ? | TBD | ⏳ Pending |
+| **CSCV Score** | ≥ ? | TBD | ⏳ Pending |
+| **Confidence Interval** | 95% | TBD | ⏳ Pending |
+| **Sample Size** | 252+ days | TBD | ⏳ Pending |
+
+### DSR (Daily Sharpe Ratio)
+| Metric | Target | Result | Status |
+|--------|--------|--------|--------|
+| **DSR Value** | > baseline | TBD | ⏳ Pending |
+| **Baseline** | ? | TBD | ⏳ Pending |
+| **Minimum Period** | 252 days | TBD | ⏳ Pending |
+| **Volatility** | Acceptable | TBD | ⏳ Pending |
+
+---
+
+## ✅ **Validation Checklist**
+
+### PBO Validation
+- [ ] Data extracted from Job 893
+- [ ] CSCV methodology applied (or simplified variant if DEBT-009 deferred)
+- [ ] Cross-validation performed
+- [ ] Confidence intervals calculated
+- [ ] Results within acceptable range
+- [ ] Evidence documented
+
+### DSR Validation
+- [ ] Daily returns calculated
+- [ ] Sharpe ratio computed (252-day window)
+- [ ] Baseline threshold established
+- [ ] DSR > baseline verified
+- [ ] No data gaps detected
+- [ ] Results documented
+
+### OOS (Out-of-Sample) Performance
+- [ ] Bull market phase: DSR = ?
+- [ ] Bear market phase: DSR = ?
+- [ ] Sideways market phase: DSR = ?
+- [ ] Results within acceptable range
+- [ ] No systematic failure detected
+
+---
+
+## 📝 **Findings**
+
+### PBO Analysis
+```
+[To be completed during Phase 2]
+
+Observation:
+Conclusion:
+Impact: 
+```
+
+### DSR Analysis
+```
+[To be completed during Phase 2]
+
+Observation:
+Conclusion:
+Impact:
+```
+
+### OOS Phase Analysis
+```
+[To be completed during Phase 2]
+
+Bull Market DSR: TBD
+Bear Market DSR: TBD
+Sideways Market DSR: TBD
+
+Overall: TBD
+```
+
+---
+
+## ✅ **Gate 5 Phase 2 Completion**
+
+- [ ] All metrics collected
+- [ ] Validation complete
+- [ ] Evidence archived
+- [ ] Report approved
+- **Status:** ✅ **PASS** or ❌ **FAIL** (TBD)
+
+---
+
+**Next:** Phase 3 (Crash Recovery Rehearsal)

tests/crash_recovery_validation.md

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+# Gate 5: Crash Recovery Rehearsal Report
+
+**Status:** ⏳ IN PREPARATION  
+**Phase:** 3 (Parallel to Phase 2)  
+**Timeline:** TBD (5 days during Phase 2)  
+**Template Version:** 2026-08-03
+
+---
+
+## 🧪 **Test Scenarios**
+
+### Scenario 1: Outbox Message Loss
+```
+Setup:
+  □ Start Job 893 processing
+  □ Simulate message loss in Outbox
+  
+Execution:
+  □ ShadowRunCompletedConsumer detects missing message
+  □ Retry mechanism activates
+  □ Message re-queued
+  □ Processing resumes
+  
+Validation:
+  □ No state corruption
+  □ Message eventually processed
+  □ Logs contain recovery trace
+  
+Result: [ ] PASS  [ ] FAIL
+Notes: ___________
+```
+
+### Scenario 2: PostgreSQL Connection Drop
+```
+Setup:
+  □ Establish normal operation
+  □ Simulate sudden connection drop
+  
+Execution:
+  □ Connection pool detects failure
+  □ Retry logic activates
+  □ Connection re-established
+  □ Processing resumes from checkpoint
+  
+Validation:
+  □ No data loss
+  □ No duplicate processing
+  □ Transaction consistency maintained
+  □ Connection restored within timeout
+  
+Result: [ ] PASS  [ ] FAIL
+Notes: ___________
+```
+
+### Scenario 3: Hangfire Distributed Lock Timeout
+```
+Setup:
+  □ Multiple Hangfire workers active
+  □ Simulate lock contention
+  □ Trigger timeout condition
+  
+Execution:
+  □ Lock acquisition times out
+  □ Fallback mechanism activates (DEBT-015)
+  □ Job continues without blocking
+  □ Other workers unaffected
+  
+Validation:
+  □ No deadlock observed
+  □ Graceful degradation
+  □ Logs contain timeout trace
+  □ Recovery automatic
+  
+Result: [ ] PASS  [ ] FAIL
+Notes: ___________
+```
+
+### Scenario 4: Inbox Message Processing Failure
+```
+Setup:
+  □ ApprovalQueueConsumer / AuditLogConsumer processing
+  □ Simulate message deserialization failure
+  
+Execution:
+  □ Error caught by consumer
+  □ Message moved to DLQ (Dead Letter Queue)
+  □ Alert/notification sent
+  □ Processing continues
+  
+Validation:
+  □ No data loss
+  □ Failure logged with context
+  □ Manual intervention possible
+  □ Main pipeline unaffected
+  
+Result: [ ] PASS  [ ] FAIL
+Notes: ___________
+```
+
+---
+
+## ✅ **Recovery Procedures**
+
+### Procedure 1: State Reconciliation
+```
+When state divergence detected:
+  □ Identify divergence scope
+  □ Verify data integrity
+  □ Re-sync from source of truth
+  □ Validate reconciliation
+  □ Log reconciliation action
+  
+Verification: [ ] PASS  [ ] FAIL
+```
+
+### Procedure 2: Message Replay
+```
+When messages need replay:
+  □ Extract failed messages from logs
+  □ Create replay batch
+  □ Re-queue with idempotency check
+  □ Monitor replay execution
+  □ Verify all messages processed
+  
+Verification: [ ] PASS  [ ] FAIL
+```
+
+### Procedure 3: Lock Recovery
+```
+When Hangfire lock stuck:
+  □ Identify hung lock
+  □ Check lock timeout (should auto-recover)
+  □ Verify fallback activated (DEBT-015)
+  □ Resume processing
+  □ Monitor for re-occurrence
+  
+Verification: [ ] PASS  [ ] FAIL
+```
+
+---
+
+## 📊 **Test Results Summary**
+
+| Scenario | Status | Duration | Notes |
+|----------|--------|----------|-------|
+| Outbox Message Loss | [ ] PASS  [ ] FAIL | TBD | ⏳ Pending |
+| PostgreSQL Drop | [ ] PASS  [ ] FAIL | TBD | ⏳ Pending |
+| Hangfire Lock Timeout | [ ] PASS  [ ] FAIL | TBD | ⏳ Pending |
+| Inbox Failure | [ ] PASS  [ ] FAIL | TBD | ⏳ Pending |
+
+**Overall Result:** ⏳ Pending
+
+---
+
+## ✅ **Gate 5 Phase 3 Completion**
+
+- [ ] All scenarios tested
+- [ ] All procedures verified
+- [ ] No unrecoverable failures
+- [ ] Recovery mechanisms work
+- [ ] Evidence archived
+- **Status:** ✅ **PASS** or ❌ **FAIL** (TBD)
+
+---
+
+**Next:** Phase 4 (Gate 5 Sign-Off)