markmhendrickson · markmhendrickson · Jun 25, 2026 · Jun 25, 2026 · Jun 25, 2026
@@ -0,0 +1,223 @@
+# Phase 0a — Orphaned production entity types → bundle homes
+
+**Plan:** `ent_7f4ae2e060dbca4ecc6fe0f1` (Bundles m5)
+**Source:** `get_entity_type_counts` snapshot, 2026-05-21, owner instance (49,997 entities, 320 distinct types).
+**Inclusion threshold:** types with count ≥ 3 (200 types). Lower-frequency types treated as one-off noise unless they cluster into a clear theme.
+
+## Methodology
+
+Each production type was scored against the m5 bundle catalog:
+
+- `match`: type explicitly listed in a bundle's `provides_entity_types`.
+- `aligned`: type semantically belongs in a bundle but isn't named yet — bundle should add it.
+- `gap`: high-frequency type with no obvious bundle home — candidate for a new bundle or a new field family.
+- `core`: already covered by default-install `core` or `infrastructure`.
+- `noise`: low-confidence one-off, exclude from catalog.
+
+## Mapping
+
+### `core` / `infrastructure` (default install)
+
+- `task` (17605), `conversation_message` (15688), `conversation` (3799), `agent_message` (3515), `contact` (1265), `issue` (977), `note` (702), `plan` (300), `file_asset` (136), `event` (48), `conversation_turn` (44), `document` (8) — core/infrastructure as defined.
+
+### `crm` bundle (P0)
+
+- `company` (123) — **aligned**, add to `provides_entity_types`.
+- `organization` (16) — **aligned**, alias of company.
+- `contact_group` (49) — **aligned**.
+- `contact_list` (1) — noise / alias of contact_group.
+- `person` (26) — **aligned**, alias of contact.
+- `outreach_interaction` (13) — **aligned**.
+- `outreach_activity` (1) — noise.
+- `outreach_decision` (1) — noise.
+- `linkedin_interaction` (1) — noise.
+- `social_media_interaction` (1) — noise.
+
+### `communications` bundle (P0)
+
+- `post` (365) — **match**.
+- `email_message` (204) — **match**.
+- `social_share_draft` (165) — **aligned**, add.
+- `social_share_schedule` (23) — **aligned**, add.
+- `social_post` (16) — **match**.
+- `email` (33) — **aligned**, alias of email_message.
+- `email_thread` (3) — **match**.
+- `email_draft` (2) — **match**.
+- `email_notification` (3) — **aligned**.
+- `outbound_email` (3) — **aligned**.
+- `email_note` (1) — noise.
+- `message` (3) — **match**.
+- `tweet` (3) — **aligned**.
+- `post_idea` (44) — **aligned**, add.
+- `post_reference` (4) — **aligned**.
+- `blog_post` (7) — **aligned**, add.
+- `blog_post_draft` (1) — noise / aligns to blog_post.
+- `social_reply` (2) — **aligned**.
+- `social_post_draft` (15) — **aligned**, alias of social_share_draft.
+- `social_feedback` (3) — **gap?** → likely `communications` if about messaging, `customer_ops` if about product. Defer.
+- `social_follow_candidate` (6) — **aligned**.
+- `social_draft_review` (2) — **aligned**.
+
+### `personal_data` bundle (P0)
+
+- `transcription` (739) — **gap** → new field family. Belongs in `personal_data` for personal voice notes, but high frequency suggests a dedicated field. Add to bundle.
+- `meeting_transcription` (36) — **aligned**, add.
+- `transcription_run` (8) — **aligned**, add.
+- `recurring_expense` (173) — **match**.
+- `workout_session` (37) — **match**.
+- `exercise_log` (44) — **match**.
+- `exercise_set` (19) — **match**.
+- `income` (43) — **match**.
+- `holiday_card_receipt` (48) — **aligned**, narrow personal-finance type.
+- `preference` (25), `instruction_preference` (1), `user_preference` (1), `retrieval_preference` (1), `ui_preference` (3) — **aligned**, consolidate as `preference` with `category` field.
+- `standing_rule` (35) — **aligned**, add.
+- `holiday_card_receipt` (48) — covered above.
+- `life_tenets` (1) — noise / aligns to standing_rule.
+- `goal` (1) — **match**, low-frequency but in catalog.
+- `habit` (1) — **match**.
+- `mood_state` (1) — **match**.
+- `health_event` (3) — **aligned**, add.
+- `device` (10), `device_profile` (1) — **aligned**, add to personal_data.
+- `location` (11) — **aligned**, add.
+- `dispute_note` (20), `dispute_update` (6), `dispute_document` (1), `dispute_index` (1), `dispute_query` (1), `dispute_work_summary` (1), `dispute` (2) — **gap** → personal-finance disputes (chargebacks/insurance). Cluster into new sub-area of `personal_data` or new bundle. Recommend: add `dispute` family to `personal_data`.
+
+### `financial_ops` bundle (P1)
+
+- `transaction` (113) — **match**.
+- `bank_transaction` (10) — **match**.
+- `crypto_transaction` (existing) / `crypto_transactions` (1) — **gap** → crypto-finance subset, consider a `crypto_finance` bundle or absorb into `financial_ops`.
+- `invoice` (12) — **match**.
+- `account_statement` (14) — **match**.
+- `financial_account` (76) — **aligned**, add.
+- `crypto_wallet` (73), `crypto_wallet_address` (86) — **gap** → recommend new `crypto_finance` bundle (depends_on financial_ops).
+- `fixed_cost` (1) — **match** (in schema_definitions).
+- `tax_filing` (5) — **match**.
+- `tax_form` (1) — **aligned**.
+- `tax_event` (existing schema, 0 here) — **match**.
+- `loan` (7) — **aligned**, add.
+- `insurance_policy` (1), `insurance_offer` (1) — **aligned**, add.
+- `transaction_summary` (4) — **aligned**.
+- `payment_query` (1) — noise.
+- `account_balance` (1) — **aligned**.
+
+### `devops` bundle (P1)
+
+- `repository` (19) — **match**.
+- `pull_request` (6) — **match**.
+- `deployment` (5), `deployment_status` (3), `deployment_configuration` (1), `deployment_decision` (1), `deployment_recommendation` (1), `deployment_run` (1), `deployment_update` (1) — **match** (consolidate via category field).
+- `code_change` (21) — **match**.
+- `git_commit` (1), `code_commit` (1), `git_push_result` (1), `codebase_change` (1), `codebase_entity` (1) — **aligned**, consolidate.
+- `ci_workflow_run` (1), `github_workflow_run` (2), `workflow_run` (3), `workflow_job` (1), `workflow_observation` (1) — **aligned**, consolidate.
+- `security_finding` (2) — **match**.
+- `build_result` (1) — **aligned**.
+- `migration_result` (1) — **aligned**.
+- `release` (3), `release_objective` (15), `release_phase` (2), `release_plan` (2), `release_intent` (2), `release_preview` (1), `release_request` (1), `release_result` (1), `release_strategy` (1), `release_gate` (6) — **gap** → release management cluster. Recommend: add `release` and `release_gate` to `devops`; consider whether this needs a sub-bundle.
+- `neotoma_repair` (27), `neotoma_qa_finding` (5), `neotoma_feedback` (3) — **noise/internal** (Neotoma-on-Neotoma development); store in `devops` with `category: internal_qa`.
+- `bug_report` (48), `ui_bug` (2), `ui_bug_report` (5), `ui_issue` (4) — **aligned**, add as `bug_report` alias family to `devops`.
+- `feature_request` (19), `feature_spec` (3) — **aligned**, add.
+- `architectural_decision` (18), `decision_record` (3), `decision_note` (4) — **aligned**, add `architectural_decision` to devops.
+- `breaking_change` (2), `supplement` (8) — **aligned**.
+- `pr` / `pull_request` already covered.
+- `mcp_server_status` (7), `mcp_server_update` (1), `mcp_endpoint` (1), `mcp_tool` (1) — **aligned**, MCP-runtime subfamily of devops.
+- `dns_check` (3), `dns_record` (3), `dns_issue` (1), `dns_provider` (2), `dns_validation_result` (1), `dnsimple_current_nameservers` (1), `cloudflare_activation_step` (1), `cloudflare_cli_attempt` (1), `cloudflare_dns_review` (1) — **gap** → infrastructure ops cluster. Recommend: add to `devops` under `infrastructure_config` family.
+
+### `contracts` bundle (P1)
+
+- `contract` (in schema_definitions, low production) — **match**.
+- `contract_discrepancy` (3) — **aligned**, add.
+- `contract_review` (2) — **aligned**.
+
+### `compliance` bundle (P1)
+
+- `legal_research` (19) — **aligned**, add.
+- `legal_review` (1) — **aligned**.
+- `audit_run` (2), `audit_result` (1), `compliance_pass` (1), `accessibility_audit` (1) — **aligned**, add `audit` family.
+- `claim` (6) — **aligned**, add.
+
+### `portfolio` bundle (P1)
+
+- `holding` (in schema_definitions, low production) — **match**.
+- `competitive_analysis` (42), `partnership_analysis` (15), `strategic_analysis` (4), `strategic_research` (4), `market_research` (2) — **gap** → strategy/research cluster. Recommend: split between `portfolio` (investor-facing) and a new `research` sub-area or `diligence` bundle.
+- `business_opportunity` (1), `financial_opportunity` (1) — **aligned**, add to `portfolio`.
+
+### `customer_ops` bundle (P2)
+
+- `product_feedback` (129) — **match-ish**, add to customer_ops (or to a `product` bundle — see gap below).
+- `feedback` (13), `feedback_note` (16), `feedback_analysis` (16), `feedback_aggregate_analysis` (3), `feedback_finding` (4), `feedback_artifact` (6), `feedback_scan` (2), `tester_feedback` (3), `user_feedback` (2), `social_feedback` (3), `ui_feedback` (9), `ui_copy_feedback` (5), `process_feedback` (1), `design_feedback` (1), `documentation_feedback` (3) — **gap** → product feedback cluster. Recommend: dedicate `product_feedback` family within `customer_ops`, or split into a new `product` bundle.
+- `bug_report` already in devops (overlap — disambiguate by `category`).
+- `tester_program` (1), `developer_release_tester` (52) — **aligned**, add.
+
+### New bundle proposal: `product` (P1, not in original catalog)
+
+**Rationale:** `product_feedback` (129) + feedback family + product analysis types form a cluster larger than several P2 bundles combined. This is owner's product-development workflow.
+
+- `product_feedback` (129)
+- `feedback`, `feedback_note`, `feedback_analysis`, `feedback_aggregate_analysis`, `feedback_finding`, `feedback_artifact`, `feedback_scan`
+- `product_decision` (2), `product_question` (1), `product_decision_question` (1), `product_announcement` (2), `product_analysis` (1), `product_behavior` (1), `product_copy_request` (1)
+- `user_persona_insight` (1), `target_persona` (1)
+- `feature_request` (19) — overlap with devops; disambiguate: customer-facing → product, internal-engineering → devops.
+
+### New bundle proposal: `crypto_finance` (P2, not in original catalog)
+
+**Rationale:** Owner has 159 crypto-wallet entities. Outside `crypto_engineering` (which is about security-sensitive engineering). Distinct domain.
+
+- `crypto_wallet` (73)
+- `crypto_wallet_address` (86)
+- `crypto_transaction` family (existing in schema_definitions)
+- `holding` (overlap with portfolio — disambiguate by `category: crypto`)
+
+### `research` (overlapping gap — defer)
+
+- `technical_research` (102), `legal_research` (19), `market_research` (2), `strategic_research` (4), `competitive_analysis` (42), `partnership_analysis` (15) — distributed across several bundles; do not create a standalone `research` bundle. Each goes to its domain bundle.
+
+### Site / web content (gap, candidate for `web` or `content` bundle — defer)
+
+- `web_page` (11), `website` (3), `website_domain` (1), `website_page` (1), `web_reference` (2), `web_console_warning` (1), `web_fetch_issue` (1)
+- `page` (5), `page` (1)
+- `link` (9), `external_link` (5)
+- `article` (7), `research_article` (2), `scraped_content` (1)
+- **Recommendation:** add `web_page`, `link`, `external_link` to `core` (universal references); leave the rest as noise.
+
+### UI/UX feedback cluster (consolidate into `product`)
+
+- `ui_change_request` (12), `ui_observation` (8), `ui_state` (5), `ui_screenshot` (5), `ui_copy_feedback` (5), `ui_request` (1), `ui_review` (2), `ui_render_issue` (3), `ui_section` (3), `ui_message_example` (3), `ui_page` (2), `ui_component` (1), `ui_context` (1), `ui_copy_bug` (1), `ui_error` (1) — fold into `product` bundle as `ui_*` family.
+
+### Image/media (gap → `media` bundle or add to `core`)
+
+- `image_asset` (107), `image` (5), `photo_album` (1), `visual_concept` (1), `visual_issue` (1), `screenshot_note` (4), `ui_screenshot` (5)
+- **Recommendation:** add `image_asset` and `image` to `core` (alongside `file_asset`); rest noise.
+
+### Internal/scaffolding (NOT bundled — Neotoma development artifacts)
+
+- `cross_layer_schema_*` (10 instances) — schema-debug entities, exclude from catalog.
+- `transcription_run`, `gmail_search_batch`, `mcp_server_status`, `oauth_*`, `auth_error` — internal-runtime. Keep in `devops` under category=internal.
+- `submission_config` (2) — already in `infrastructure`.
+- `env_var_mappings` (2) — internal config.
+- `guest_access_token` (619) — already in `infrastructure` family conceptually. Confirm.
+
+### Singletons (count ≤ 2, excluded from catalog scope)
+
+~120 types. Not addressed individually. Recommended action: leave in `evolving` mode if operator opts in, or promote to bundle catalog if they cluster meaningfully in a future review.
+
+## Summary delta vs original m5 catalog
+
+**New bundles to add:**
+
+1. `product` (P1) — covers product_feedback (129) + 14 feedback subtypes.
+2. `crypto_finance` (P2) — covers crypto_wallet (73) + crypto_wallet_address (86).
+
+**Bundles to expand `provides_entity_types`:**
+
+- `crm`: add `company`, `contact_group`, `outreach_interaction`.
+- `communications`: add `social_share_draft`, `post_idea`, `blog_post`, `email_thread`, `email_draft`.
+- `personal_data`: add `transcription` (high frequency: 739), `meeting_transcription`, `dispute` family, `standing_rule`, `preference`, `device`, `location`.
+- `devops`: add `bug_report`, `feature_request`, `architectural_decision`, `release`, `release_gate`, `dns_*` family, `mcp_*` family.
+- `compliance`: add `legal_research`, `audit` family, `claim`.
+- `core`: add `image_asset`, `image`, `web_page`, `link`, `external_link`.
+
+**Bundles unchanged:**
+
+- `financial_ops` (catalog already covers production types).
+- `contracts`, `portfolio`, `cases`, `diligence`, `procurement`, `customer_ops`, `trading`, `healthcare`, `logistics`, `government`, `agent_auth`, `crypto_engineering` — production data thin; honor site catalog as-is.
+
+**Bundles total: 20** (16 site use cases + `devops` + `product` + `crypto_finance` + adjustments above).
@@ -61,15 +61,15 @@ flowchart TD
 - Do not hand-edit suite inventory entries in this file. Update the generator or the repository tree, then regenerate.
 
 ## Repo-wide summary
-- Total automated test files: **504**
-- Backend and repo Vitest files: **470**
+- Total automated test files: **507**
+- Backend and repo Vitest files: **473**
 - Frontend Vitest files: **9**
 - Playwright spec files: **25**
 
 ### Suite counts
 | Suite | Files |
 |---|---:|
-| Vitest unit tests | 138 |
+| Vitest unit tests | 139 |
 | Vitest service tests | 35 |
 | Source-adjacent tests | 62 |
 | Vitest integration tests | 143 |
@@ -109,7 +109,7 @@ flowchart TD
 **Runner:** `vitest`
 **Command:** `npm test -- tests/unit`
 **Requirements:** Basic `.env` if required by the module under test.
-**Files (138):**
+**Files (139):**
 - `tests/unit/aauth_admission.test.ts`
 - `tests/unit/aauth_attestation_apple_se.test.ts`
 - `tests/unit/aauth_attestation_revocation.test.ts`
@@ -134,6 +134,7 @@ flowchart TD
 - `tests/unit/attribution_policy.test.ts`
 - `tests/unit/bigint_serialization.test.ts`
 - `tests/unit/bundled_docs_nav.test.ts`
+- `tests/unit/bundles_loader.test.ts`
 - `tests/unit/canonical_markdown_body_heading.test.ts`
 - `tests/unit/capability_delta.test.ts`
 - `tests/unit/cli_aauth_tbs_attestation.test.ts`

@@ -18,7 +18,8 @@
   "scripts": {
     "pretest": "npm run build:server",
     "build": "npm run build:server && npm run build:inspector",
-    "build:server": "tsc && node scripts/copy_pdf_worker_wrapper.js && npm run build:scripts && npm run build:bundled-docs",
+    "build:server": "tsc && node scripts/copy_pdf_worker_wrapper.js && node scripts/copy_bundle_assets.js && npm run build:scripts && npm run build:bundled-docs",
+    "bundles:check": "tsx scripts/bundles_check.ts",
     "build:bundled-docs": "tsx scripts/build_bundled_docs.ts",
     "build:scripts": "tsc -p tsconfig.scripts.json",
     "build:inspector": "node scripts/build_inspector.js",