Add the 2025 annual-review fiscal HANK as a second variant

The current package ships the validated Auclert–Bardóczy–Rognlie–Straub (Econometrica 2021) two-asset model, whose exogenous instruments are rstar, G (tax-financed) and Z — deliberately no transfer or deficit instrument.

The authors' 2025 companion repo (https://github.com/shade-econ/annual-review — Auclert, Rognlie & Straub, "Fiscal and Monetary Policy with Heterogeneous Agents") adds exactly those: deficit-financed transfers and debt-path experiments, on the same sequence-jacobian stack (so the runtime profile stays: cached ss + jacobian, instant IRFs).

Plan, same stage-gated pipeline as v0.1.0:

1. Prototype in a scratch venv: reproduce the 2025 paper's headline figures from the repo's notebooks.
2. Validation gate: freeze reproduced numbers as tests. No pass, no ship.
3. Add as a fiscal_2025 variant behind the same shock() interface, exposing transfer/deficit-financing shock kinds.
4. Bump into policyengine-macro's hank_shock catalogue.

Caveat driving the gate: annual-review is research-notebook code, unversioned and without a test suite — pin a commit and vendor what's needed.

🤖 Generated with Claude Code

Start with the 2025 companion repository's notebooks in a scratch Python virtual environment and reproduce its headline figures. Freeze the reproduced numbers as validation tests before adding the fiscal_2025 variant with transfer and deficit-financing shock kinds behind the existing shock() interface. Pin an annual-review commit, vendor the required code, and update policyengine-macro's hank_shock catalogue when the validation gate passes.