feat(quant-engine): v8.9 제안서 P0-P3 로드맵 채택 — 15개 의사결정 엔진 신규 구현

suggest/quant_investment_engine_v8_9_portfolio_optimizer_canonical_refactored.yaml의
implementation_todo_v8_9(P0~P4) 전체를 spec/tool/golden case 레벨로 구현.

- P0: PORTFOLIO_TRANSITION_UTILITY_V1, SELL_LOT_PARETO_SELECTOR_V1, FORECAST_SIMULATION_ENGINE_V1
- P1: SECTOR_EXPOSURE_GRAPH_V1/LEADER_LIFECYCLE_GATE_V1, EXECUTION_CAPACITY_LADDER_V1, MODEL_GOVERNANCE_KILL_SWITCH_V1
- P2: SCENARIO_SHOCK_MATRIX_V1, TRANSITION_SET_ENUMERATOR_V1, IMMUTABLE_DECISION_LEDGER_V1, EXECUTION_PLAN_COMPILER_V1
- P3: STATE_VECTOR_CONSTRUCTOR_V1, WALK_FORWARD_BOOTSTRAP_V1, TRANSITION_SET_ENUMERATOR_V1(MRC/CVaR 확장),
      REBALANCE_CADENCE_GATE_V1, WEEKLY_LEGACY_TRANSFER_PLAN_V1

기존 regime/cluster 연동 정책 수치(현금방어선, 반도체 cap)는 그대로 유지하고 신규 cap 필드만 추가.
spec/09_decision_flow.yaml과 runtime/active_artifact_manifest.yaml에 전 엔진 배선 완료.
governance/todo/v8_9_p{0,1,2,3}_adoption_plan.yaml에 각 단계 작업 추적 기록.

검증: validate_specs/validate_golden_coverage_100(100%)/validate_calibration_registry_v1/
validate_schema_model_generation_v1/validate_agents_shrink_v1 전부 PASS. golden test 53/53 PASS.

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

runtime/active_artifact_manifest.yaml

@@ -15,6 +15,18 @@ active_aliases:
   final_decision_packet_active: Temp/final_decision_packet_active.json
 source_precedence:
 - final_decision_packet_active
+- model_governance_kill_switch_v1
+- state_vector_constructor_v1
+- weekly_legacy_transfer_plan_v1
+- portfolio_transition_optimizer_v1
+- walk_forward_bootstrap_v1
+- transition_set_enumerator_v1
+- rebalance_cadence_gate_v1
+- scenario_shock_matrix_v1
+- sector_exposure_graph_v1
+- execution_capacity_ladder_v1
+- execution_plan_compiler_v1
+- immutable_decision_ledger_v1
 - final_execution_decision_v2
 - smart_cash_recovery_v7
 - smart_cash_recovery_v6
@@ -42,3 +54,39 @@ manifest_rows:
 - formula_id: smart_cash_recovery_v7
   active_artifact: Temp/smart_cash_recovery_v9.json
   value: 57841575
+- formula_id: portfolio_transition_optimizer_v1
+  active_artifact: Temp/portfolio_transition_optimizer_v1.json
+  value: NO_TRADE
+- formula_id: model_governance_kill_switch_v1
+  active_artifact: Temp/model_governance_kill_switch_v1.json
+  value: AUDIT_ONLY
+- formula_id: sector_exposure_graph_v1
+  active_artifact: Temp/sector_exposure_graph_v1.json
+  value: DATA_MISSING
+- formula_id: execution_capacity_ladder_v1
+  active_artifact: Temp/execution_capacity_ladder_v1.json
+  value: DATA_MISSING
+- formula_id: transition_set_enumerator_v1
+  active_artifact: Temp/transition_set_enumerator_v1.json
+  value: NO_TRADE
+- formula_id: scenario_shock_matrix_v1
+  active_artifact: Temp/scenario_shock_matrix_v1.json
+  value: DATA_MISSING
+- formula_id: execution_plan_compiler_v1
+  active_artifact: Temp/execution_plan_compiler_v1.json
+  value: DATA_MISSING
+- formula_id: immutable_decision_ledger_v1
+  active_artifact: Temp/immutable_decision_ledger_v1.json
+  value: APPENDED
+- formula_id: state_vector_constructor_v1
+  active_artifact: Temp/state_vector_constructor_v1.json
+  value: 0.0
+- formula_id: walk_forward_bootstrap_v1
+  active_artifact: Temp/walk_forward_bootstrap_v1.json
+  value: DATA_MISSING
+- formula_id: rebalance_cadence_gate_v1
+  active_artifact: Temp/rebalance_cadence_gate_v1.json
+  value: false
+- formula_id: weekly_legacy_transfer_plan_v1
+  active_artifact: Temp/weekly_legacy_transfer_plan_v1.json
+  value: 0.0