[C] Folder Reorganization Proposal — NEO Trading Engine

Date: 2026-04-20 (overnight scheduled run) Author: Claude (Opus) Status: ⏳ AWAITING KATJA APPROVAL — no files moved yet Trigger: Scheduled task homebase-folder-cleanup

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Audit Summary

Root of Claude Homebase Neo/

Clean — only 4 items + 2 top-level folders: - CLAUDE.md - Getting Started.pdf - neo_live_stage1.db (empty, 0 bytes — candidate for removal when she says so) - cowork-starter-pack/ (folder) - 01 Daily Logs/ (9 files, clean) - 02 Projects/ (1 project)

Root is not the problem. The sidebar bloat is almost entirely inside 02 Projects/NEO Trading Engine/.

02 Projects/NEO Trading Engine/ — 197 items

• ~175 markdown files (mostly [C] ... agent comms + audit/delivery artifacts)
• 8 patch directories (orion-patches-, patches-)
• 1 scripts/ subfolder (2 python files)
• 1 root python script (run_phase73_sweep.py)
• 4 core binary/overview files (Whitepaper .pdf/.docx, 2 ERD .mermaid files, Overview .md)

The bulk of the clutter is Atlas / Orion / Vesper messages that accumulate ~10–30 per day during active branch work.

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Proposed Structure

Everything stays inside 02 Projects/NEO Trading Engine/. No deletes, no renames — only moves into subfolders.

NEO Trading Engine/
│
├── [Pinned root — ~12 files, all actively referenced in CLAUDE.md]
│   NEO Trading Engine Overview.md
│   NEO Whitepaper.pdf
│   NEO Whitepaper.docx (currently [C]-prefixed duplicate)
│   NEO ERD — DB Schema.mermaid
│   NEO ERD — Module Architecture.mermaid
│   [C] NEO Operating Principles.md          ← must-read
│   [C] NEO Config Wiring Reference.md
│   [C] Dashboard Metrics Reference.md
│   [C] Open Flags.md
│   [C] Experiment Log.md                    ← source of truth
│   [C] Implementation Log.md
│   [C] Intel Log.md
│   run_phase73_sweep.py                     ← currently staged for Phase 7.3 sweep
│
├── 01 Specs & Templates/
│   Static reference material — specs, templates, onboarding.
│   [C] Capture Script Spec.md
│   [C] Micro-Live Deployment Spec.md
│   [C] Micro-Live Operational Readiness.md
│   [C] Phase 6A Evaluation Template.md
│   [C] Skills Resource Guide.md
│   [C] Housekeeping Plan — Post-Orion-Audit.md
│   [C] Welcome — Opus Onboarding.md
│   [C] Agent Alignment Briefing 2026-04-14.md
│
├── 02 Phase Planning & Evaluation/
│   Phase-level alignment and evaluation — not tied to a single branch.
│   [C] Atlas Alignment — Phase 6B Session 30 + Audit.md
│   [C] Atlas Alignment — Session 31 Status + FLAG-027 Approval.md
│   [C] Atlas Alignment — Session 31 Evaluation + Phase 6B.2 Verdict.md
│   [C] Atlas Alignment — Phase 7 Locked Spec.md
│   [C] Atlas Alignment — S36 Results + Phase 7 Direction.md
│   [C] Atlas Alignment — S36 Verdict + Phase 7 Architecture.md
│   [C] Atlas Alignment — S37 Baseline + Phase 7.2 Evaluation.md
│   [C] Atlas Update — S37 Baseline + Phase 7.2 Live.md
│   [C] Atlas Alignment — Phase 7.3 Sweep Grid Approval.md
│   [C] Atlas Alignment — Phase 7.3 Evaluation Approach.md
│   [C] Atlas Alignment — Phase 7.4 SR Audit Spec.md
│   [C] Vesper Acknowledgment — Phase 7.3 Sweep Grid Locked.md
│   [C] Vesper Acknowledgment — Phase 7.3 Metric Ruling.md
│   [C] Orion Tasking — Phase 7.3 Pre-Gate Branches.md
│   [C] Orion Delivery — Phase 7.3 Pre-Gate Branches 1+2.md
│   [C] Orion Investigation Request — S40 Blockers.md
│
├── 03 Branches/
│   One subfolder per feature/fix branch. Each contains tasking → investigation → delivery → review → rulings.
│
│   ├── Branch 1 — fix-halt-reason-lifecycle/
│   │   [C] Orion Delivery — Branch 1 fix-halt-reason-lifecycle.md
│   │   [C] Vesper Review — Branch 1 fix-halt-reason-lifecycle.md
│   │   [C] Orion Acknowledgment — Branch 3 merged, Branch 4 starting.md  (cross-ref; may keep in 07 if preferred)
│   │
│   ├── Branch 2 — fix-summarize-paper-run-capital-overlay/
│   │   [C] Orion Branch 2 Investigation — S39 Inventory Anomaly Root Cause.md
│   │   [C] Orion Investigation — Branch 2 S39 Inventory Anomaly Root Cause.md
│   │   [C] Orion Delivery — Branch 2 fix-summarize-paper-run-capital-overlay.md
│   │   [C] Vesper Review — Branch 2 fix-summarize-paper-run-capital-overlay.md
│   │
│   ├── Branch 3 — chore-archive-cleanup/
│   │   [C] Orion Delivery — Branch 3 chore-archive-cleanup.md
│   │
│   ├── Branch 4 — fix-flag-029-async-pin-and-orphan/
│   │   [C] Atlas Alignment — Branch 4 Confirmed + Workspace Structure.md
│   │   [C] Vesper Message — Branch 4 Greenlit + Atlas Brief Request.md
│   │   [C] Orion Investigation — Branch 4 FLAG-029 async + orphan.md
│   │   [C] Orion Delivery — Branch 4 fix-flag-029-async-pin-and-orphan.md
│   │
│   ├── Branch 5 — audit-config-wiring-pass/
│   │   [C] Orion Investigation — Branch 5 config-wiring-pass.md
│   │   [C] Vesper Ruling — Branch 5 config-wiring-pass Q1-Q3.md
│   │   [C] Orion Delivery — Branch 5 audit-config-wiring-pass.md
│   │   [C] Vesper Review — Branch 5 audit-config-wiring-pass.md
│   │   [C] Vesper Note — Branch 5 except-nit ruling.md
│   │
│   ├── Branch 6 — feat-distance-to-touch-diagnostic/
│   │   [C] Orion Investigation — Branch 6 distance-to-touch-diagnostic.md
│   │   [C] Vesper Ruling — Branch 6 distance-to-touch Q1-Q3.md
│   │   [C] Orion Delivery — Branch 6 feat-distance-to-touch-diagnostic.md
│   │   [C] Vesper Review — Branch 6 feat-distance-to-touch-diagnostic.md
│   │
│   ├── Branch 7 — fix-wal-checkpoint-hardening/
│   │   [C] Atlas Alignment — Branch 7 WAL Hardening Brief.md
│   │   [C] Atlas Alignment — Branch 7 Approved + Constraints.md
│   │   [C] Orion Investigation — Branch 7 wal-checkpoint-hardening.md
│   │   [C] Vesper Ruling — Branch 7 WAL Hardening Q1-Q5.md
│   │   [C] Orion Acknowledgment — Branch 7 Rulings Accepted + Paste Request.md
│   │   [C] Orion Delivery — Branch 7 fix-wal-checkpoint-hardening.md
│   │   [C] Vesper Review — Branch 7 fix-wal-checkpoint-hardening.md
│   │
│   ├── D2 — feat-wallet-truth-reconciliation/
│   │   [C] Vesper Ruling — Wallet Truth Reconciliation D2 Blockers.md
│   │   [C] Vesper Ruling — D2 Scope Addendum (Pre-Trade Gate + DEGRADED Mode).md
│   │   [C] Vesper Ruling — D2 Three Pre-Code Items.md
│   │   [C] Atlas Alignment — Orion D1 Root Cause + Vesper D2 Rulings.md
│   │   [C] Orion Acknowledgment — D2 Rulings Accepted + Branch Plan.md
│   │   [C] Orion Delivery — D2 feat-wallet-truth-reconciliation.md
│   │   [C] Vesper Review — D2 feat-wallet-truth-reconciliation.md
│   │   [C] Orion Delivery — D2.1 feat-wallet-truth-reconciliation.md
│   │   [C] Orion Response — D2.1 Vesper Review.md
│   │   [C] Vesper Review — D2.1 feat-wallet-truth-reconciliation.md
│   │   [C] Orion Delivery — D2.2 feat-wallet-truth-reconciliation.md
│   │   [C] Vesper Review — D2.2 feat-wallet-truth-reconciliation.md
│   │
│   ├── feat-reconciler-disappeared-order-audit-log/
│   │   [C] Orion Tasking — Reconciler Audit Logging Branch.md
│   │   [C] Orion Tasking — Reconciler Audit Logging Dispatch.md
│   │   [C] Orion Delivery — feat-reconciler-disappeared-order-audit-log.md
│   │   [C] Vesper Review — feat-reconciler-disappeared-order-audit-log.md
│   │   [C] Vesper Message — Reconciler Audit Log Merged + Next Steps.md
│   │
│   ├── feat-anchor-saturation-guard/
│   │   [C] Orion Tasking — Anchor Saturation Guard.md
│   │   [C] Orion Investigation — Anchor Saturation Guard.md
│   │   [C] Vesper Ruling — Anchor Saturation Guard Q1-Q4.md
│   │   [C] Orion Delivery — feat-anchor-saturation-guard.md
│   │   [C] Vesper Review — feat-anchor-saturation-guard.md
│   │
│   ├── feat-directional-drift-guard/
│   │   [C] Orion Tasking — Directional Drift Guard.md
│   │   [C] Orion Investigation — Directional Drift Guard.md
│   │   [C] Vesper Ruling — Directional Drift Guard Q1-Q5.md
│   │   [C] Orion Delivery — feat-directional-drift-guard.md
│   │   [C] Vesper Review — feat-directional-drift-guard.md
│   │
│   ├── feat-inventory-corridor-guard/
│   │   [C] Orion Tasking — Inventory Corridor Guard.md
│   │   [C] Orion Investigation — Inventory Corridor Guard.md
│   │   [C] Vesper Ruling — Inventory Corridor Guard Q1-Q5.md
│   │   [C] Orion Acknowledgment — Inventory Corridor Guard Rulings + Config Placement Discrepancy.md
│   │   [C] Orion Delivery — feat-inventory-corridor-guard.md
│   │   [C] Vesper Review — feat-inventory-corridor-guard.md
│   │
│   ├── fix-reconciler-disappeared-order-conservative/ (FLAG-037)
│   │   [C] Orion Tasking — FLAG-037 Reconciler Conservative Phantom Fill.md
│   │   [C] Orion Investigation — FLAG-037 Reconciler Conservative.md
│   │   [C] Vesper Ruling — FLAG-037 Q1-Q5 + D1-D4.md
│   │   [C] Orion Delivery — fix-reconciler-disappeared-order-conservative.md
│   │   [C] Vesper Review — fix-reconciler-disappeared-order-conservative.md
│   │
│   └── Pre-Phase 7.3 Audit (umbrella)/
│       [C] Atlas Alignment — Pre-7.3 Audit Addendum.md
│       [C] Atlas Alignment — Pre-7.3 Audit Review + Phase 7.3 Gate.md
│       [C] Atlas Alignment — Pre-7.3 Audit Approved + Additions.md
│       [C] Atlas Alignment — Execution Approved + Invariants Locked.md
│       [C] Orion Audit — Pre-Phase-7.3 Full Engine Audit.md
│       [C] Orion Audit — Pre-Phase-7.3 Findings + Branch Plan.md
│       [C] Orion Pre-Phase-7.3 Audit — Findings & Branch Plan.md
│       [C] Orion Acknowledgment — Atlas Additions Accepted + Branch Plan Final.md
│       [C] Vesper Review — Pre-Phase-7.3 Blocker Branches.md
│
├── 04 Sessions & Experiments/
│   Capital injection, session-level events, S-numbered session results, pre-audit regressions.
│   [C] Atlas Alignment — Capital Injection + FLAG-030.md
│   [C] Atlas Alignment — Injection Sequence Complete + Size 15 Next.md
│   [C] Atlas Alignment — Size 15 Approved + Scale Validation.md
│   [C] Atlas Alignment — Post-Injection Regression Diagnosis.md
│   [C] Atlas Alignment — Post-Injection Regression Rulings.md
│   [C] Atlas Message — Post-Injection Regression + Audit Scope.md
│   [C] Atlas Message — RLUSD Exposure Headroom Ruling.md
│   [C] Atlas Alignment — RLUSD Exposure Cap 150 Approved.md
│   [C] Atlas Alignment — Session Closure Fix + S39 Go-Ahead.md
│   [C] Atlas Update — Session Closure Fix + S39 Green Light.md
│   [C] Atlas Alignment — Dashboard Shipped + Phase 6B Confirmation Ready.md
│   [C] Orion Audit Request — Post-Injection Behavior Regression.md
│   [C] Orion Audit — Post-Injection Regression Results.md
│   [C] Orion Audit Request — Session Closure + DB Corruption.md
│   [C] Orion Audit — Session Closure + DB Corruption.md
│   [C] Orion Audit — Session Closure Root Cause + Fix.md
│   [C] Orion Message — Post-Injection Regression Audit.md
│   [C] Orion Message — Post-Injection Cleanup Landed.md
│   [C] Vesper Message — Orion Capital Injection Record.md
│   [C] Vesper Update — S41 Results + Anchor Sign Flip.md
│   [C] Vesper Analysis — reconciler_anomaly_log Post-S41.md
│   [C] Atlas Alignment — Reconciliation Stack Complete + Pre-Session-41 State.md
│   [C] Atlas Alignment — Reconciliation Stack Complete + S41 Conditions + Phase 7.3 Forward Plan.md
│   [C] Vesper Acknowledgment — S41 Conditions + Guard Sequencing Locked.md
│   [C] Atlas Alignment — S41 Rulings + Anchor Guard + Drift Guard + FLAG-037.md
│   [C] Vesper Acknowledgment — Atlas S41 Rulings Accepted.md
│
├── 05 Wallet Truth Investigation (Apr 19 thread)/
│   Focused thread — wallet skew discovery, on-chain reconciliation, tasking.
│   Most of this is superseded-but-keep; some still active reference.
│   [C] Atlas Alignment — Anchor Saturation + Wallet Skew Post-S40.md
│   [C] Atlas Alignment — Wallet Skew Investigation Direction.md
│   [C] Orion Tasking — Wallet Drift Investigation.md
│   [C] Orion Investigation — Wallet Drift Root Cause.md                 (SUPERSEDED)
│   [C] Atlas Alignment — Orion Wallet Drift Investigation Results.md    (SUPERSEDED)
│   [C] Atlas Alignment — On-Chain Reconciliation Overturns Orion Analysis.md
│   [C] Atlas Ruling — Wallet Truth Reconciliation + Revised Priority Order.md
│   [C] Orion Tasking — Wallet Truth Reconciliation + Inventory Baseline Investigation.md
│   [C] Orion Investigation — Inventory Truth Divergence Root Cause.md
│   [C] Atlas Alignment — System Integrity Addendum.md
│
├── 06 Flags/
│   Flag-specific investigations/closures not owned by a single branch.
│   [C] FLAG-025 + FLAG-026 Closure Notes — Orion.md
│   [C] Atlas Alignment — FLAG-026 Coverage Extension.md
│   [C] Orion Report — FLAG-008 Landed.md
│   [C] Orion Message — FLAG-030 Double-Count Halt.md
│   [C] Orion Report — FLAG-030 Halted Double-Count Discovery.md
│   [C] Orion Message — FLAG-030 Landed (Option B).md
│   [C] Atlas Ruling — FLAG-030 Boundary + Injection Sequence Locked.md
│   [C] Atlas Ruling — FLAG-030 Option B created_at Boundary.md
│   [C] Atlas Alignment — Orion Briefing Response + FLAG-030 031 008 Guidance.md
│   [C] Atlas Alignment — Orion Design Pushback Q1 + Q4 Ruling Request.md
│   [C] Orion Response — FLAG-030 031 008 Design Review.md
│   [C] Atlas Alignment — FLAG-031 Plan Sign-off + Q1 Synthetic Basis Amount.md
│   [C] Atlas Ruling — FLAG-031 Synthetic Basis Amount Approved.md
│   [C] Orion FLAG-031 Plan.md
│   [C] Orion Plan — FLAG-031 Basis Model Implementation.md
│   [C] Orion Message — FLAG-031 Landed.md
│   [C] Vesper Message — FLAG-031 Plan Review + Q2 Q3 Q4 Answers.md
│   [C] Vesper Message — FLAG-031 Sign-off + DB Dry-run Timing.md
│   [C] Vesper Message — Orion FLAG-031 Green Light.md
│   [C] Orion Findings — FLAG-032 net_deposits + TotalPnL Baseline Audit.md
│   [C] Atlas Ruling — FLAG-032 Baseline Integrity.md
│   [C] Orion Implementation — FLAG-034 + max_inventory_usd Retirement.md
│   [C] Orion Implementation — FLAG-034 + Cleanup Results.md
│   [C] Orion Implementation — Cleanup + anchor_error_bps.md
│   [C] Orion Delivery — Cleanup + anchor_error_bps (Apr 18).md
│   [C] Orion Message — Cleanup Branch Ready.md
│   [C] Orion Implementation — Phase 7.2 Binary CLOB Switch.md
│   [C] Orion Delivery — Phase 7.2 Binary CLOB Switch (Apr 18).md
│   [C] Orion Message — Phase 7.2 CLOB Switch Ready.md
│
├── 07 Agent Coordination/
│   Team onboarding, Katja ↔ agents, cross-cutting messages without a branch target.
│   [C] Atlas Update — Team Complete + Orion Onboarded.md
│   [C] Atlas Alignment — Orion Green Light + Multi-Agent Addendum.md
│   [C] Atlas Message — Section 9 + Unanswered Questions.md
│   [C] Katja Message — Orion Green Light + Atlas Alignment.md
│   [C] Orion Acknowledgment — Gate Confirmed + Work Plan Apr 17.md
│   [C] Vesper Message — Orion Briefing Post-Session 31.md
│   [C] Vesper Message — Orion Briefing Post-Dashboard + Phase 6B.2.md
│   [C] Vesper Message — Orion Gate Open Phase 6B Closed.md
│   [C] Vesper Message — Orion FLAG-030 Accepted Green Light FLAG-031.md
│   [C] Vesper Message — Orion Restore Authorized + FLAG-033.md
│
├── 08 Patches/
│   All git-am patch bundles.
│   orion-patches-2026-04-18/
│   orion-patches-2026-04-18-halt-reason-lifecycle/
│   orion-patches-2026-04-18-phase7.2/
│   orion-patches-2026-04-18-session-closure/
│   patches/
│   patches-archive-cleanup/
│   patches-flag-029/
│   patches-summarize-overlay/
│
└── 09 Scripts/
    scripts/                                 (existing subdir: wallet_drift_investigation.py + v2)
    (run_phase73_sweep.py stays at root — it's live/staged)

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Items That Need a Decision From You

1. Duplicate whitepaper. NEO Whitepaper.pdf (clean) and [C] NEO Whitepaper.pdf + [C] NEO Whitepaper.docx (Claude-generated copies) both exist. Keep both, move the [C] copies into 01 Specs & Templates/?
2. Empty DB file in root. neo_live_stage1.db is 0 bytes. Leave it, or move it to an archive folder? (No delete without your say-so.)
3. Pre-Phase 7.3 Audit umbrella — it's bigger than a single branch (spawned Branches 1–7). Keep as its own subfolder under 03 Branches/ as proposed, or promote to 02 Phase Planning/?
4. Agent Comms vs Branches tension. I've grouped by branch/topic because that's how work gets done. If you'd rather have all "Vesper Review" together by agent, let me know and I'll restructure.
5. CLAUDE.md folder index — the current index lists ~80 files by name. After the move, I'll rewrite that section to match the new structure. Want me to keep the full per-file index or collapse to per-folder summaries?

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What Happens Next (on your OK)

1. You reply "go" (or adjust the plan first).
2. I create all new subfolders.
3. I move files using mv via Bash — no renames, no content edits, no deletes.
4. I update the folder-index section of CLAUDE.md to match.
5. I verify with a fresh ls that the moved files landed in the right place and nothing was lost.

Nothing moves until you approve.

---

Quick Stats

Category	File count
Pinned root (stays)	~12
01 Specs & Templates	8
02 Phase Planning	16
03 Branches (14 subfolders)	~70
04 Sessions & Experiments	26
05 Wallet Truth Investigation	10
06 Flags	28
07 Agent Coordination	10
08 Patches	8 directories
09 Scripts	1 dir + 1 file stays in root
Total files accounted for	~180 md + 8 patch dirs + 1 scripts dir

Result: root of NEO Trading Engine drops from 197 items to ~24 items (12 pinned + 9 subfolders + 2 dirs).

— Claude