Add versioning contract: semver policy, breaking change sections, schema_version guard

- CHANGELOG: add ### Breaking Changes section to all versions (None for 1.1–1.3)
- README: add Versioning section with semver table and floating tag explanation
- schema/config-schema.json: add schema_version field (const: 1, optional)
- lib/config.sh: fail fast if schema_version is present and unsupported

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

CHANGELOG.md

@@ -1,7 +1,32 @@
 # Changelog
 
+## 1.3.0
+
+### Breaking Changes
+
+_None._
+
+### Features
+
+- **Linearize fallback for reverse sync**: When josh-proxy rejects a push due to unmappable merge commits, reverse sync automatically falls back to linearizing the history — cherry-picking regular commits individually and squashing only the problematic merge commits via `cherry-pick -m 1`. Preserves individual commit granularity while handling complex merge topologies that josh cannot map. PR body notes when linearization was used.
+
+### Fixes
+
+- **Reverse sync human commit detection**: Fixed `--ancestry-path` returning empty when `mono-filtered` has advanced past the last forward sync. Any monorepo commit (even outside the subfolder) causes josh to create a new filtered commit, breaking the ancestry path to subrepo HEAD. Now uses `git merge-base` to find the last connected point.
+- **State not updated on false skip**: When trees differ but no human commits are found, reverse sync now returns `skip-dirty` instead of `skip`. State is not updated, so the system retries on the next run instead of silently dropping commits.
+
+### Docs
+
+- Expanded troubleshooting guide for "Josh rejected push" with root cause analysis and prevention advice.
+- Added ADR-011: Linearize fallback for reverse sync.
+- Added recommended Git workflow section to the guide.
+
 ## 1.2.0
 
+### Breaking Changes
+
+_None._
+
 ### Features
 
 - **File exclusion**: `exclude` config field removes files/directories from the subrepo at the josh-proxy transport layer. Patterns are embedded inline in the josh-proxy URL using `:exclude[::pattern,...]` syntax — no extra files to generate or commit.
@@ -21,6 +46,10 @@
 
 ## 1.1.0
 
+### Breaking Changes
+
+_None._
+
 ### Features
 
 - **`onboard` command**: Interactive, resumable workflow for importing existing subrepos into the monorepo. Walks through: prerequisites check, import (creates PRs), wait for merge, reset (pushes josh-filtered history). Checkpoint/resume at every step.

README.md

@@ -63,6 +63,18 @@ Run `josh-sync preflight` to validate your setup.
 - **[Architecture Decision Records](docs/adr/)** — Design rationale and trade-offs
 - **[Changelog](CHANGELOG.md)** — Version history
 
+## Versioning
+
+josh-sync follows [semver](https://semver.org/):
+
+| Bump | Meaning | Action required |
+|------|---------|-----------------|
+| **Patch** (1.x.**y**) | Bug fixes only | Safe to upgrade |
+| **Minor** (1.**y**.0) | New optional config fields, new commands, new action inputs | Safe to upgrade; new features are opt-in |
+| **Major** (**y**.0.0) | Removed or renamed config fields, CLI flags, action inputs, env vars, or state format | Read the **Breaking Changes** section in the changelog before upgrading |
+
+CI workflows pin to a floating major tag (e.g. `@v1`). A breaking change bumps the major version and moves the tag — `@v1` workflows keep working until you explicitly update to `@v2`.
+
 ## CLI
 
 ```

VERSION

@@ -1 +1 @@
-1.2.0
+1.3.0

bin/josh-sync

@@ -259,6 +259,10 @@ _sync_direction() {
         echo "::error::Target ${target_name}, branch ${branch}: josh rejected push — check proxy logs"
         continue
       fi
+      if [ "$result" = "skip-dirty" ]; then
+        log "WARN" "Trees differ but no human commits — skipping state update (will retry)"
+        continue
+      fi
 
       # Update state (only on success)
       local new_state

docs/adr/011-linearize-fallback-reverse.md

@@ -0,0 +1,58 @@
+# ADR-011: Linearize Fallback for Reverse Sync
+
+**Status:** Accepted
+**Date:** 2026-03
+
+## Context
+
+Josh-proxy rejects reverse sync pushes when the subrepo history contains merge commits whose parents it cannot map through the filter. This happens when:
+
+1. A long-lived branch (e.g., `stage`) is merged into `main` via a merge commit
+2. That branch contains auto-sync merge commits or criss-cross merges with `main`
+3. Josh encounters the merge commit, tries to map both parents through the filter, and fails with a 500 error
+
+This is a legitimate subrepo workflow — teams merge staging branches into main regularly. The sync tool should handle it without requiring teams to change their Git workflow.
+
+### Alternatives considered
+
+1. **Squash all commits into one**: Simple but destroys all commit granularity.
+2. **Rewrite subrepo history**: Breaks josh's SHA mapping, forces all developers to re-clone.
+3. **Linearize: cherry-pick regular commits, squash only merges**: Preserves individual commit granularity; only merge commits lose their multi-parent structure.
+
+## Decision
+
+When the direct push through josh-proxy fails, fall back to option 4: linearize the history by cherry-picking onto the josh-filtered base.
+
+### How it works
+
+1. Direct `git push` through josh-proxy is attempted first (existing behavior)
+2. If it fails, create a temporary branch from `mono-filtered/<branch>`
+3. Walk human commits (oldest-first, bot commits excluded) from the ancestry path:
+   - **Regular commits** (≤1 parent): `git cherry-pick <sha>` — preserves author, date, and message
+   - **Merge commits** (>1 parent): `git cherry-pick -m 1 <sha>` — applies the merge's diff relative to its first parent as a single commit
+4. If cherry-pick conflicts (rare — usually due to ordering issues), fall back to `git diff | git apply` with the original author metadata
+5. Push the linearized branch through josh-proxy
+6. PR body includes a note explaining that merge commits were squashed
+
+### What is preserved
+
+- Individual non-merge commits (author, date, message, diff)
+- The net effect of each merge commit (as a squashed single commit)
+- The original commit list in the PR body for reference
+
+### What is lost
+
+- The multi-parent structure of merge commits (they become single-parent)
+- The distinction between "changes introduced by the merge" vs "changes from each parent" — the merge is represented as its diff from first parent
+
+## Consequences
+
+**Positive:**
+- Reverse sync no longer gets stuck on merge commits — handles the common case automatically
+- Non-merge commits retain full granularity (no unnecessary squashing)
+- Subrepo history is untouched — no rewriting, no broken sync relationship
+- The PR body documents when linearization was used, so reviewers know
+
+**Negative:**
+- Merge commit semantics are lost on the monorepo side (they appear as regular commits)
+- Adds complexity to the reverse sync path (two code paths: direct push and linearize fallback)

docs/adr/README.md

@@ -16,3 +16,4 @@ This directory contains Architecture Decision Records (ADRs) for josh-sync. Each
 | [008](008-first-parent-ordering.md) | First-parent ordering in reconciliation merges | Accepted |
 | [009](009-tree-comparison-guard.md) | Tree comparison as sync skip guard | Accepted |
 | [010](010-onboard-checkpoint-resume.md) | Onboard workflow with checkpoint/resume | Accepted |
+| [011](011-linearize-fallback-reverse.md) | Linearize fallback for reverse sync | Accepted |

docs/guide.md

@@ -518,6 +518,38 @@ Bot commits include a git trailer like `Josh-Sync-Origin: forward/main/2024-02-1
 
 Sync state is stored as JSON files on an orphan branch (`josh-sync-state`), one file per target/branch. This tracks the last-synced commit SHAs and timestamps to avoid re-syncing the same changes.
 
+## Recommended Git Workflow
+
+Josh-proxy maps commits through a filter per-branch. It handles linear history and simple merges (short-lived feature branches) without issues. However, it **cannot map merge commits whose parents were created on the subrepo side** — because those commits were never pushed through josh and have no monorepo-side mapping.
+
+This means cross-branch merges (e.g., `stage` → `main`) must happen on the monorepo side, where josh can filter the result cleanly.
+
+### The rule
+
+**The monorepo owns branch topology. The subrepo owns feature development.**
+
+### What to do where
+
+| Action | Where to do it | Why |
+|--------|---------------|-----|
+| Feature branch → `main` | **Subrepo** (PR, any merge strategy) | Short-lived branch with clean lineage — josh handles it |
+| `stage` → `main` (promotion) | **Monorepo** | Cross-branch merge — forward sync propagates the result to both subrepo branches |
+| `main` → `stage` (catch-up) | **Monorepo** | Same reason — avoids criss-cross merge history on subrepo |
+| Hotfix to `main` | **Either side** | Single commit or small PR — works everywhere |
+| Config/CI changes (monorepo-only) | **Monorepo** | Not synced to subrepo (use `exclude` for monorepo-only files) |
+
+### What to avoid
+
+- **Don't merge `stage` into `main` on the subrepo with a merge commit.** The merge parents include commits created on the subrepo side (forward sync merges, criss-cross merges) that josh has no mapping for. Josh rejects the push with a 500 error.
+- **Don't merge `main` into `stage` on the subrepo.** Creates criss-cross merge history that causes the same josh mapping failure when `stage` is later merged back.
+- **Don't rebase synced branches on the subrepo.** This rewrites commit SHAs that josh has already mapped, breaking the sync relationship.
+
+### If you must merge cross-branch on the subrepo
+
+Use a **squash merge**. A squash merge produces a single commit with one parent — josh can always map it. You lose the individual commit history on the target branch, but the sync goes through cleanly.
+
+As a safety net, josh-sync automatically falls back to linearizing the history when josh rejects a push — cherry-picking regular commits individually and squashing only the problematic merge commits. See the [troubleshooting section](#josh-rejected-push-reverse-sync) and [ADR-011](adr/011-linearize-fallback-reverse.md).
+
 ## Excluding Files from Sync
 
 Some files in the monorepo subfolder may not belong in the subrepo (e.g., monorepo-specific CI configs, internal tooling). The `exclude` config field removes these at the josh-proxy layer — excluded files never appear in the subrepo.
@@ -616,7 +648,35 @@ Normal: the subrepo changed while sync was running. The next sync run will pick
 
 ### "Josh rejected push" (reverse sync)
 
-Josh-proxy couldn't map the push back to the monorepo. Check josh-proxy logs, verify the josh filter is correct. May indicate a history divergence — consider running `josh-sync reset <target>`.
+Josh-proxy couldn't map the push back to the monorepo. This has two common causes:
+
+#### Merge commits with unmappable parents
+
+**Symptom:** Josh returns `500 Internal Server Error` with a message like:
+
+```
+rejecting merge with 2 parents:
+"Merge pull request 'stage' (#30) from stage into main" (c4fa3c9...)
+1) "Merge branch 'auto-sync/import-...'" (4bf8704...)
+2) "Merge branch 'main' into stage" (d021654...)
+```
+
+**Cause:** The subrepo has a merge commit whose parents josh-proxy cannot trace through its filter. This typically happens when:
+- A long-lived branch (e.g., `stage`) is merged into `main` via a merge commit (not squash)
+- That branch contains auto-sync merge commits or other history that doesn't exist in josh's filtered view
+- Someone merges `main` into a feature/staging branch and then merges it back — the criss-cross parents confuse josh's mapping
+
+**Automatic handling:** josh-sync automatically falls back to linearizing the history when the direct push fails. Regular commits are cherry-picked individually (preserving authorship and messages), while merge commits are squashed into single commits via `cherry-pick -m 1`. The PR notes when this fallback was used. See [ADR-011](adr/011-linearize-fallback-reverse.md).
+
+**Prevention:** In josh-synced subrepos, prefer **squash merges** when merging long-lived branches (stage, develop) into the synced branch. Squash merges produce a single commit with no merge parents, which josh can always map. Regular feature branch merges (short-lived, no auto-sync history) are usually fine.
+
+**Manual resolution (if automatic fallback also fails):** This indicates a more fundamental history issue. Options:
+1. Cherry-pick the desired changes manually onto a clean branch and push through josh
+2. Run `josh-sync reset <target>` to re-establish history (destructive — all subrepo clones must re-fetch)
+
+#### Filter or path mismatch
+
+Josh-proxy couldn't map the push due to an incorrect filter. Check josh-proxy logs, verify the `josh_filter` or `subfolder` in `.josh-sync.yml` is correct, and ensure the subfolder exists in the monorepo.
 
 ### Import PR shows "No changes"
 

lib/config.sh

@@ -16,6 +16,11 @@ parse_config() {
   local config_json
   config_json=$(yq -o json "$config_file") || die "Failed to parse ${config_file}"
 
+  # Schema version check (optional field — absent means v1)
+  local schema_version
+  schema_version=$(echo "$config_json" | jq -r '.schema_version // 1')
+  [ "$schema_version" = "1" ] || die "Unsupported schema_version ${schema_version} in ${config_file} (this version of josh-sync supports schema_version 1 — see CHANGELOG.md for migration instructions)"
+
   # Export global values
   export JOSH_PROXY_URL
   JOSH_PROXY_URL=$(echo "$config_json" | jq -r '.josh.proxy_url')

lib/sync.sh

@@ -226,7 +226,9 @@ ${BOT_TRAILER}: filter-change/${mono_branch}/$(date -u +%Y-%m-%dT%H:%M:%SZ)")
 # ─── Reverse Sync: Subrepo → Monorepo ──────────────────────────────
 #
 # Always creates a PR on the monorepo — never pushes directly.
-# Returns: skip | pr-created | josh-rejected
+# Returns: skip | skip-dirty | pr-created | josh-rejected
+#   skip       — trees identical, nothing to do
+#   skip-dirty — trees differ but no human commits found (don't update state)
 
 reverse_sync() {
   local mono_branch="$SYNC_BRANCH_MONO"
@@ -265,15 +267,27 @@ reverse_sync() {
   fi
 
   # 4. Find new human commits (excludes bot commits from forward sync)
-  #    Uses --ancestry-path to restrict to the direct lineage and avoid
-  #    leaking old history through reconciliation merge parents.
-  local human_commits
-  human_commits=$(git log --ancestry-path "mono-filtered/${mono_branch}..HEAD" \
-    --oneline --invert-grep --grep="^${BOT_TRAILER}:" 2>/dev/null || echo "")
+  #    Uses merge-base + --ancestry-path to restrict to the direct lineage.
+  #    merge-base is needed because mono-filtered may have advanced past the
+  #    last forward sync (any monorepo commit, even outside the subfolder,
+  #    causes josh to create a new filtered commit).  Using mono-filtered
+  #    directly with --ancestry-path returns empty when it's not an ancestor
+  #    of HEAD.  merge-base always finds the last connected point.
+  local base human_commits
+  base=$(git merge-base "mono-filtered/${mono_branch}" HEAD 2>/dev/null || echo "")
+
+  if [ -n "$base" ]; then
+    human_commits=$(git log --ancestry-path "${base}..HEAD" \
+      --oneline --invert-grep --grep="^${BOT_TRAILER}:" 2>/dev/null || echo "")
+  else
+    # No common ancestor (first sync or fully diverged) — skip ancestry-path
+    human_commits=$(git log "mono-filtered/${mono_branch}..HEAD" \
+      --oneline --invert-grep --grep="^${BOT_TRAILER}:" 2>/dev/null || echo "")
+  fi
 
   if [ -z "$human_commits" ]; then
     log "INFO" "No new human commits in subrepo — nothing to sync"
-    echo "skip"
+    echo "skip-dirty"
     return
   fi
 
@@ -284,37 +298,138 @@ reverse_sync() {
   local ts
   ts=$(date +%Y%m%d-%H%M%S)
   local staging_branch="auto-sync/subrepo-${subrepo_branch}-${ts}"
+  local push_ref="HEAD"
+  local linearized=false
 
-  if git push -o "base=${mono_branch}" "$(josh_auth_url)" "HEAD:refs/heads/${staging_branch}"; then
-    log "INFO" "Pushed to staging branch via josh: ${staging_branch}"
+  if ! git push -o "base=${mono_branch}" "$(josh_auth_url)" "${push_ref}:refs/heads/${staging_branch}" 2>/dev/null; then
+    # Josh rejects pushes when the history contains merge commits whose
+    # parents it cannot map (e.g., merges of staging/feature branches that
+    # include auto-sync history).  Fall back to linearizing: cherry-pick
+    # regular commits as-is, squash only the problematic merge commits.
+    # See ADR-011.
+    log "WARN" "Direct push failed — linearizing history (cherry-pick + squash merges)"
+    log "INFO" "─── linearize start ───"
 
-    # 6. Create PR on monorepo (NEVER direct push)
-    local pr_body
-    pr_body="## Subrepo changes
+    local original_head
+    original_head=$(git rev-parse HEAD)
+
+    git checkout -b "tmp-linearize-$$" "mono-filtered/${mono_branch}" >/dev/null 2>&1 \
+      || die "Failed to create linearize branch"
+
+    # Reuse merge-base from step 4 (same reasoning: mono-filtered may have
+    # advanced past the last forward sync, breaking --ancestry-path).
+    local commit_shas
+    if [ -n "$base" ]; then
+      commit_shas=$(git log --ancestry-path "${base}..${original_head}" \
+        --reverse --format="%H" --invert-grep --grep="^${BOT_TRAILER}:" 2>/dev/null || echo "")
+    else
+      commit_shas=$(git log "mono-filtered/${mono_branch}..${original_head}" \
+        --reverse --format="%H" --invert-grep --grep="^${BOT_TRAILER}:" 2>/dev/null || echo "")
+    fi
+
+    local sha
+    for sha in $commit_shas; do
+      local parent_count
+      parent_count=$(git cat-file -p "$sha" | grep -c "^parent ")
+      local short_msg
+      short_msg=$(git log -1 --format="%s" "$sha")
+
+      if [ "$parent_count" -le 1 ]; then
+        # Regular commit — cherry-pick to preserve message and authorship
+        if git cherry-pick "$sha" >/dev/null 2>&1; then
+          log "INFO" "  cherry-pick ${sha:0:7}: ${short_msg}"
+        else
+          log "WARN" "  conflict ${sha:0:7} — applying patch from parent"
+          git cherry-pick --abort 2>/dev/null
+          local msg author_name author_email author_date
+          msg=$(git log -1 --format="%B" "$sha")
+          author_name=$(git log -1 --format="%an" "$sha")
+          author_email=$(git log -1 --format="%ae" "$sha")
+          author_date=$(git log -1 --format="%aI" "$sha")
+          # Diff from the commit's own parent — NOT from HEAD (which is
+          # the linearize branch and may have a different base).
+          git diff "${sha}^" "$sha" | git apply --index >/dev/null 2>&1 \
+            || die "Failed to apply diff for ${sha:0:7}"
+          GIT_AUTHOR_NAME="$author_name" GIT_AUTHOR_EMAIL="$author_email" \
+            GIT_AUTHOR_DATE="$author_date" \
+            git commit -m "$msg" >/dev/null 2>&1 || die "Failed to commit ${sha:0:7}"
+          log "INFO" "  applied   ${sha:0:7}: ${short_msg}"
+        fi
+      else
+        # Merge commit — cherry-pick relative to first parent (squashes the merge)
+        local msg author_name author_email author_date
+        msg=$(git log -1 --format="%B" "$sha")
+        author_name=$(git log -1 --format="%an" "$sha")
+        author_email=$(git log -1 --format="%ae" "$sha")
+        author_date=$(git log -1 --format="%aI" "$sha")
+
+        if git cherry-pick -m 1 "$sha" >/dev/null 2>&1; then
+          log "INFO" "  squash    ${sha:0:7}: ${short_msg}"
+        else
+          # Cherry-pick failed — distinguish empty result (changes already
+          # applied by a prior cherry-pick) from a real conflict.
+          if git diff --cached --quiet 2>/dev/null && git diff --quiet 2>/dev/null; then
+            # Working tree clean — the merge changes are already present
+            git cherry-pick --abort 2>/dev/null || git reset --hard HEAD >/dev/null 2>&1
+            log "INFO" "  skip      ${sha:0:7}: ${short_msg} (already applied)"
+          else
+            # Real conflict — apply diff from first parent (what the merge
+            # actually introduced, NOT from HEAD which would capture all
+            # tree differences).
+            git cherry-pick --abort 2>/dev/null
+            git diff "${sha}^1" "$sha" | git apply --index >/dev/null 2>&1 \
+              || die "Failed to apply merge diff for ${sha:0:7}"
+            GIT_AUTHOR_NAME="$author_name" GIT_AUTHOR_EMAIL="$author_email" \
+              GIT_AUTHOR_DATE="$author_date" \
+              git commit -m "$msg" >/dev/null 2>&1 || die "Failed to commit merge ${sha:0:7}"
+            log "INFO" "  squash    ${sha:0:7}: ${short_msg}"
+          fi
+        fi
+      fi
+    done
+
+    log "INFO" "─── linearize done ────"
+
+    push_ref="HEAD"
+    linearized=true
+
+    git push -o "base=${mono_branch}" "$(josh_auth_url)" \
+      "${push_ref}:refs/heads/${staging_branch}" \
+      || { log "ERROR" "Josh rejected linearized push — check josh-proxy logs"; echo "josh-rejected"; return; }
+  fi
+
+  log "INFO" "Pushed to staging branch via josh: ${staging_branch}${linearized:+ (linearized)}"
+
+  # 6. Create PR on monorepo (NEVER direct push)
+  local pr_body
+  local linearize_note=""
+  if [ "$linearized" = true ]; then
+    linearize_note="
+> **Note:** Merge commits were squashed during sync because the subrepo
+> history contained merges that josh-proxy cannot map (see ADR-011).
+> Regular commits are preserved individually."
+  fi
+  pr_body="## Subrepo changes
 
 New commits from subrepo \`${subrepo_branch}\`:
 
 \`\`\`
 ${human_commits}
 \`\`\`
-
+${linearize_note}
 **Review checklist:**
 - [ ] Changes scoped to synced subfolder
 - [ ] No leaked credentials or environment-specific config
 - [ ] CI passes"
 
-    create_pr "${MONOREPO_API}" "${GITEA_TOKEN}" \
-      "$mono_branch" "$staging_branch" \
-      "[Subrepo Sync] ${subrepo_branch} → ${mono_branch}" \
-      "$pr_body" \
-      || die "Failed to create PR on monorepo (check GITEA_TOKEN)"
+  create_pr "${MONOREPO_API}" "${GITEA_TOKEN}" \
+    "$mono_branch" "$staging_branch" \
+    "[Subrepo Sync] ${subrepo_branch} → ${mono_branch}" \
+    "$pr_body" \
+    || die "Failed to create PR on monorepo (check GITEA_TOKEN)"
 
-    log "INFO" "Reverse sync PR created on monorepo"
-    echo "pr-created"
-  else
-    log "ERROR" "Josh rejected push — check josh-proxy logs"
-    echo "josh-rejected"
-  fi
+  log "INFO" "Reverse sync PR created on monorepo"
+  echo "pr-created"
 }
 
 # ─── Initial Import: Subrepo → Monorepo (first time) ───────────────

schema/config-schema.json

@@ -5,6 +5,11 @@
   "type": "object",
   "required": ["josh", "targets", "bot"],
   "properties": {
+    "schema_version": {
+      "type": "integer",
+      "const": 1,
+      "description": "Schema version. Bump when config fields are removed or renamed (matches josh-sync major version)."
+    },
     "josh": {
       "type": "object",
       "required": ["proxy_url", "monorepo_path"],