feat(render) Campaign FW2: OrderedDrawStream + walk-order submitter

The walk-order submission layer over the existing RHI (plan section FW2):

- OrderedDrawStream: append-only walk-ordered draw commands
  (GroupKey + transform + per-instance data + WalkDrawStage + cell
  provenance), struct-of-arrays with one lockstep Reset (#193 shape).
  The PortalPunch stage exists but has no FW2 submission path - the
  submitter throws on it; punch emission lands with FW3 wiring.
- WbDrawDispatcher.OrderedStream partial: per-instance-first emission
  (the deferred-alpha shape - command i owns instance i, walk order
  survives into the indirect array), each SSBO section written once,
  then one DrawIndirectRangeRhi call per maximal merge run. Runs are
  built by pure-CPU BuildOrderedMergeRuns and may never span a stage,
  pipeline-bucket, or cull boundary; ValidateMergeRun re-checks every
  emitted run and throws (the campaign fail-loud rule). Nothing is
  sorted, reordered, or dropped: N commands in, N indirect commands
  out, covered exactly once.
- WorldDepthContract: retail world depth verified verbatim from the
  decomp - Render::zfuncVal @0x00820e1c = 0x2, SetDepthBufferMode
  @0x005a2d10 writes the enum directly as D3DRS_ZFUNC so the value IS
  D3DCMP_LESS, applied by the surface-state applier @0x0059c80a with
  Z-write toggled by blend; the LESSEQUAL sites are GameSky::Draw-local.
  Seven world pipeline sites now cite the named constant (no value
  changes).
- Plan updated: FW1 status block + gate amendment (the ten pose-stamped
  retail traces supersede re-expressing the old-builder replay
  fixtures; those retire with the old builder at FW4 and their
  scenario classes re-verify at the FW3/FW4 connected gates).

Known FW2 scope notes recorded in the code: the building-detail
overlay replay is production wiring (FW3); the _drawCullModes scratch
may not interleave with a mid-flight RetailAlphaQueue scope (FW3
sequencing constraint). The pixel A/B equivalence proof rides FW3's
cutover toggle where a walk-driven scene first exists.

Suites: full Release build 0 warnings; Walk lane 154/1 skip;
hermetic 6,714/0 (+27 new).

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

docs/plans/2026-08-30-campaign-fw-frame-walk.md

@@ -218,6 +218,31 @@ oracle traces exactly.
   vs the old builder are adjudicated against the ORACLE, not against the
   old builder. No production wiring; hermetic suites green.
 
+**FW1 STATUS (2026-08-30, @`77f5342b`):** NINE of the ten pose-stamped
+fixtures reproduce retail frame-exactly (foundry-deep all 39 frames,
+doorway-still, street-outdoor, terrace-center, terrace-edge — the #456
+acceptance pose — cathedral-arrival, holtburg-walkout, -transitions,
+-walkabout); foundry-entry is exact through F66 with the F67–F79
+standing segment parked on ONE live number (building 0036's root-plane
+viewpoint — probe `tools/walk-oracle/fw1-f67-viewpoint-probe.cdb`,
+goal-sanctioned retail-session stop filed with the user). Load-bearing
+adjudications, all decomp-cited: the two-arm `get_degrade` threshold
+rule (ideal→max at the live `deg_mul≈+0.99`), deg_mul's DYNAMIC swing
+under capture load (doorway-still pins mul=0 — an environment pin like
+the viewport), znear=0.1 confirmed, and the Ghidra-arbitrated portal
+walker truth table (BN FPU pseudo-C mis-renders branch sense — three
+separate misreads this stage; Ghidra first, always).
+**Gate amendment:** the old-replay-fixture re-expression is retired as
+an FW1 gate — the ten traces are direct retail evidence and strictly
+supersede fixtures that encode the OLD builder's behavior; the old
+suite's scenario classes (doorway flap, dungeon seams, tower ascent,
+corner flood) are covered by the traces and re-verified live at the
+FW3/FW4 connected gates, where the old fixtures retire with the old
+builder. Production classes: `RetailFrameWalk`, `WalkPView` (the
+PViewSet role), `WalkBuildingPortals`, `WalkLandscape`,
+`WalkVisibilityMath`, `WalkScreenClip`, `WalkCopyView` under
+`src/AcDream.App/Rendering/Walk/`.
+
 ### FW2 — `OrderedDrawStream` + `OrderPreservingSubmitter`
 
 **Goal:** walk-order submission through the existing RHI, proven