Reconcile version-less provides() skips and quiet the drop warning for treeless backends

A version-less dependency the walk skips on the backend's promise is now
recorded like the versioned path, and a bundled candidate the backend
knowingly skips through the platform filter counts as satisfied, so the
post-emit reconciliation covers both paths without raising on legitimate
builds. The manifest-name warning deduplicates like its sibling, the
final drop warning stays at debug for backends without provides() since
they can never supply a bundled name, and a bundled library missing both
manifests leaves a debug trace instead of silently building on defaults.

esphome/arduino/library.py

@@ -264,6 +264,10 @@ def _bundled_library(framework_path: Path, name: str) -> ArduinoLibrary:
         data = parse_library_json(manifest_json)
     else:
         manifest = lib_dir / "library.properties"
+        if not manifest.is_file():
+            # Defaults still build core libraries correctly, but a missing
+            # manifest can also mean a torn framework extraction
+            _LOGGER.debug("Bundled library %s has no manifest; using defaults", name)
         data = parse_library_properties(manifest) if manifest.is_file() else {}
     if isinstance(data, dict):
         # Bundled manifest deps are never walked; make the skip visible
@@ -384,6 +388,9 @@ def resolve_libraries(
     converted: list[ArduinoLibrary] = []
     bundled_names = {lib.name for lib in bundled}
     converted_manifest_names: set[str] = set()
+    # Bundled candidates skipped on purpose (platform filter); the
+    # provides() reconciliation must count them as satisfied
+    knowingly_skipped: set[str] = set()
     # Ordered set of bundled dependency names to add once conversion is done
     pending_bundled: dict[str, None] = {}
     # Deps matching a separately-requested external are already in the build
@@ -454,6 +461,9 @@ def resolve_libraries(
                 # which fails if the walk stops evaluating these deps.
                 check_library_data(dep, pio_platform, None)
             except InvalidLibrary as err:
+                # A knowing skip (platform filter), not a broken promise;
+                # the reconciliation must accept it as satisfied
+                knowingly_skipped.add(name)
                 _LOGGER.debug("Skip bundled candidate %s: %s", name, err)
                 continue
             # Deferred: a later-emitted library's manifest name may satisfy
@@ -513,7 +523,10 @@ def resolve_libraries(
 
     _check_unfulfilled_provides(
         backend.provided_requests,
-        bundled_names | converted_manifest_names | external_short_names,
+        bundled_names
+        | converted_manifest_names
+        | external_short_names
+        | knowingly_skipped,
     )
 
     return bundled + converted

esphome/platformio/library.py

@@ -945,6 +945,7 @@ def _warn_unsatisfied_versionless(
             # Name-only evidence: any resolved component with this manifest
             # name counts, not just ones the requester can reach, so a
             # coincidental name collision must stay visible
+            warned.add(dep_name)
             _LOGGER.warning(
                 "Version-less dependency %s of %s assumed satisfied by a "
                 "resolved library's manifest name only",
@@ -959,10 +960,16 @@ def _warn_unsatisfied_versionless(
         ):
             # provides() only satisfies owner-less names: the walk's
             # backend-provided skip has the same owner guard, so an
-            # owner-qualified version-less dep was added by nobody
+            # owner-qualified version-less dep was added by nobody.
+            # Recorded so the backend's post-emit reconciliation covers
+            # this path like the versioned one
+            backend.provided_requests.append(dep_name)
             continue
         warned.add(dep_name)
-        _LOGGER.warning(
+        # A backend with no framework tree can never supply a bundled
+        # name, so for it this is unactionable noise
+        log = _LOGGER.warning if backend.provides is not None else _LOGGER.debug
+        log(
             "Dependency %s of %s has no version to resolve and nothing "
             "provides it; skipping",
             dep_name,