carson 3.21.0 → 3.22.0

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data/LICENSE CHANGED
@@ -1,21 +1,91 @@
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- MIT License
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-
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- Copyright (c) 2026 Hailei Wang (WHL) <wanghailei@gmail.com>
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-
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- Permission is hereby granted, free of charge, to any person obtaining a copy
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- of this software and associated documentation files (the "Software"), to deal
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- in the Software without restriction, including without limitation the rights
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- to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
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- copies of the Software, and to permit persons to whom the Software is
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- furnished to do so, subject to the following conditions:
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-
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- The above copyright notice and this permission notice shall be included in all
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- copies or substantial portions of the Software.
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-
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- THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
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- IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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- FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
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- AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
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- LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
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- OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
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- SOFTWARE.
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+ # PolyForm Shield License 1.0.0
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+
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+ <https://polyformproject.org/licenses/shield/1.0.0>
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+
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+ Required Notice: Copyright (c) 2026 Hailei Wang (WHL) <wanghailei@gmail.com>
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+
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+ ## Acceptance
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+
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+ In order to get any license under these terms, you must agree to them as both strict obligations and conditions to all your licenses.
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+
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+ ## Copyright License
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+
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+ The licensor grants you a copyright license for the software to do everything you might do with the software that would otherwise infringe the licensor's copyright in it for any permitted purpose. However, you may only distribute the software according to Distribution License and make changes or new works based on the software according to Changes and New Works License.
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+
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+ ## Distribution License
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+
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+ The licensor grants you an additional copyright license to distribute copies of the software. Your license to distribute covers distributing the software with changes and new works permitted by Changes and New Works License.
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+
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+ ## Notices
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+
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+ You must ensure that anyone who gets a copy of any part of the software from you also gets a copy of these terms or the URL for them above, as well as copies of any plain-text lines beginning with `Required Notice:` that the licensor provided with the software. For example:
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+
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+ > Required Notice: Copyright Yoyodyne, Inc. (http://example.com)
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+
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+ ## Changes and New Works License
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+
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+ The licensor grants you an additional copyright license to make changes and new works based on the software for any permitted purpose.
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+
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+ ## Patent License
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+
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+ The licensor grants you a patent license for the software that covers patent claims the licensor can license, or becomes able to license, that you would infringe by using the software.
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+
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+ ## Noncompete
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+
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+ Any purpose is a permitted purpose, except for providing any product that competes with the software or any product the licensor or any of its affiliates provides using the software.
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+
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+ ## Competition
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+
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+ Goods and services compete even when they provide functionality through different kinds of interfaces or for different technical platforms. Applications can compete with services, libraries with plugins, frameworks with development tools, and so on, even if they're written in different programming languages or for different computer architectures. Goods and services compete even when provided free of charge. If you market a product as a practical substitute for the software or another product, it definitely competes.
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+
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+ ## New Products
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+
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+ If you are using the software to provide a product that does not compete, but the licensor or any of its affiliates brings your product into competition by providing a new version of the software or another product using the software, you may continue using versions of the software available under these terms beforehand to provide your competing product, but not any later versions.
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+
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+ ## Discontinued Products
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+
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+ You may begin using the software to compete with a product or service that the licensor or any of its affiliates has stopped providing, unless the licensor includes a plain-text line beginning with `Licensor Line of Business:` with the software that mentions that line of business. For example:
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+
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+ > Licensor Line of Business: YoyodyneCMS Content Management System (http://example.com/cms)
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+
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+ ## Sales of Business
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+
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+ If the licensor or any of its affiliates sells a line of business developing the software or using the software to provide a product, the buyer can also enforce Noncompete for that product.
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+
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+ ## Fair Use
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+
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+ You may have "fair use" rights for the software under the law. These terms do not limit them.
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+
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+ ## No Other Rights
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+
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+ These terms do not allow you to sublicense or transfer any of your licenses to anyone else, or prevent the licensor from granting licenses to anyone else. These terms do not imply any other licenses.
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+
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+ ## Patent Defense
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+
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+ If you make any written claim that the software infringes or contributes to infringement of any patent, your patent license for the software granted under these terms ends immediately. If your company makes such a claim, your patent license ends immediately for work on behalf of your company.
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+
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+ ## Violations
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+
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+ The first time you are notified in writing that you have violated any of these terms, or done anything with the software not covered by your licenses, your licenses can nonetheless continue if you come into full compliance with these terms, and take practical steps to correct past violations, within 32 days of receiving notice. Otherwise, all your licenses end immediately.
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+
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+ ## No Liability
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+
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+ As far as the law allows, the software comes as is, without any warranty or condition, and the licensor will not be liable to you for any damages arising out of these terms or the use or nature of the software, under any kind of legal claim.
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+
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+ ## Definitions
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+
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+ The **licensor** is the individual or entity offering these terms, and the **software** is the software the licensor makes available under these terms.
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+
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+ A **product** can be a good or service, or a combination of them.
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+
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+ **You** refers to the individual or entity agreeing to these terms.
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+
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+ **Your company** is any legal entity, sole proprietorship, or other kind of organization that you work for, plus all its affiliates.
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+
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+ **Affiliates** means the other organizations than an organization has control over, is under the control of, or is under common control with.
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+
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+ **Control** means ownership of substantially all the assets of an entity, or the power to direct its management and policies by vote, contract, or otherwise. Control can be direct or indirect.
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+
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+ **Your licenses** are all the licenses granted to you for the software under these terms.
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+
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+ **Use** means anything you do with the software requiring one of your licenses.
data/RELEASE.md CHANGED
@@ -5,6 +5,27 @@ Release-note scope rule:
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  - `RELEASE.md` records only version deltas, breaking changes, and migration actions.
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  - Operational usage guides live in `MANUAL.md` and `API.md`.
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+ ## 3.22.0
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+
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+ ### What changed
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+
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+ - **Command-guard auto-install at CLI startup** — Carson now installs the command-guard hook automatically when any CLI command runs, removing the need for a manual `carson refresh` after install. The guard is installed once and skipped on subsequent invocations.
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+ - **Stale worktree sweep before portfolio safety check** — `refresh --all` now sweeps stale worktrees before checking repo safety, preventing false "active worktree" skips for worktrees whose branches have already been merged.
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+ - **Nested config path fix for merge method** — `govern.merge.method` is now read from the correct nested config path instead of the top-level key, fixing repos where the merge method setting was silently ignored.
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+ - **Deliver proceeds when no CI checks configured** — `deliver --merge` no longer blocks on repos with no CI checks. Previously it waited indefinitely for checks that would never arrive.
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+ - **Rebase-merge orphan branch pruning** — `prune` now detects branches absorbed into main via rebase merge (tip commit reachable from main) and cleans them up, not just squash-merged branches.
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+ - **Pluralisation fix** — corrected "branchs" → "branches" in prune and status output.
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+
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+ ### UX improvement
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+
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+ - Carson is now fully self-configuring: installing the gem and running any command sets up all safety guards automatically. Batch operations on portfolios no longer false-skip repos with stale worktrees. Repos using rebase merge keep their branch list clean without manual intervention.
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+
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+ ## 3.21.1
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+
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+ ### What changed
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+
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+ - **Command guard false-positive fix** — the `command-guard` regex now matches `gh pr create/merge` only at command position (start of line or after `&&`, `||`, `;`, `|`). Previously it matched inside string arguments, blocking legitimate commands like `git commit -m 'Document gh pr create hook'`.
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+
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  ## 3.21.0
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  ### What changed
data/VERSION CHANGED
@@ -1 +1 @@
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- 3.21.0
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+ 3.22.0
data/carson.gemspec CHANGED
@@ -10,7 +10,7 @@ Gem::Specification.new do |spec|
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  spec.summary = "Autonomous repository governance — you write the code, Carson manages everything else."
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  spec.description = "Carson is a governance runtime that lives outside the repositories it governs — no Carson-owned artefacts in your repo. On every commit, managed hooks enforce centralised lint policy and review gates. At portfolio level, carson govern triages every open PR across your registered repositories: merge what's ready, dispatch coding agents to fix what's failing, escalate what needs human judgement. One command, all your projects, unmanned."
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  spec.homepage = "https://github.com/wanghailei/carson"
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- spec.license = "MIT"
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+ spec.license = "PolyForm-Shield-1.0.0"
14
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  spec.required_ruby_version = ">= 3.4"
15
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  spec.metadata = {
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  "source_code_uri" => "https://github.com/wanghailei/carson",
data/hooks/command-guard CHANGED
@@ -33,7 +33,9 @@ command_text="$(echo "$input" | jq -r '.tool_input.command // empty' 2>/dev/null
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  [ -n "$command_text" ] || exit 0
34
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35
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  # Check for gh pr commands that Carson replaces.
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- guarded_pattern='gh\s+pr\s+(create|merge)'
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+ # Match only at command position: start of line, or after a shell operator (&&, ||, ;, |).
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+ # This avoids false positives from gh pr references inside commit messages or string arguments.
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+ guarded_pattern='(^|&&|\|\||;|\|)\s*gh\s+pr\s+(create|merge)'
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  if ! echo "$command_text" | grep -qE "$guarded_pattern"; then
38
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  exit 0
39
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  fi
data/lib/carson/cli.rb CHANGED
@@ -4,6 +4,8 @@ require "optparse"
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  module Carson
5
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  class CLI
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  def self.start( arguments:, repo_root:, tool_root:, output:, error: )
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+ ensure_global_artefacts!( tool_root: tool_root )
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+
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  parsed = parse_args( arguments: arguments, output: output, error: error )
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  command = parsed.fetch( :command )
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  return Runtime::EXIT_OK if command == :help
@@ -685,6 +687,27 @@ module Carson
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  { command: :invalid }
686
688
  end
687
689
 
690
+ # --- global artefacts ---
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+
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+ # Ensures global (non-repo) artefacts are installed at CLI startup.
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+ # The command-guard lives at a stable path (~/.carson/hooks/command-guard)
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+ # referenced by Claude Code's PreToolUse hook. It must exist regardless of
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+ # whether `carson refresh` has been run in any governed repo.
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+ def self.ensure_global_artefacts!( tool_root: )
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+ source = File.join( tool_root, "hooks", "command-guard" )
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+ return unless File.file?( source )
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+
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+ hooks_base = File.expand_path( "~/.carson/hooks" )
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+ target = File.join( hooks_base, "command-guard" )
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+ return if File.file?( target ) && FileUtils.identical?( source, target )
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+
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+ FileUtils.mkdir_p( hooks_base )
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+ FileUtils.cp( source, target )
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+ FileUtils.chmod( 0o755, target )
707
+ rescue StandardError
708
+ # Best-effort — do not block any command if this fails.
709
+ end
710
+
688
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  # --- dispatch ---
689
712
 
690
713
  def self.dispatch( parsed:, runtime: )
data/lib/carson/config.rb CHANGED
@@ -66,7 +66,9 @@ module Carson
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  "govern" => {
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  "repos" => [],
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  "auto_merge" => true,
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- "merge_method" => "squash",
69
+ "merge" => {
70
+ "method" => "squash"
71
+ },
70
72
  "agent" => {
71
73
  "provider" => "auto",
72
74
  "codex" => {},
@@ -154,7 +156,10 @@ module Carson
154
156
  govern_auto_merge = ENV.fetch( "CARSON_GOVERN_AUTO_MERGE", "" ).to_s.strip
155
157
  govern[ "auto_merge" ] = ( govern_auto_merge == "true" ) unless govern_auto_merge.empty?
156
158
  govern_method = ENV.fetch( "CARSON_GOVERN_MERGE_METHOD", "" ).to_s.strip
157
- govern[ "merge_method" ] = govern_method unless govern_method.empty?
159
+ unless govern_method.empty?
160
+ govern[ "merge" ] ||= {}
161
+ govern[ "merge" ][ "method" ] = govern_method
162
+ end
158
163
  agent = fetch_hash_section( data: govern, key: "agent" )
159
164
  govern_provider = ENV.fetch( "CARSON_GOVERN_AGENT_PROVIDER", "" ).to_s.strip
160
165
  agent[ "provider" ] = govern_provider unless govern_provider.empty?
@@ -215,7 +220,8 @@ module Carson
215
220
  govern_hash = fetch_hash( hash: data, key: "govern" )
216
221
  @govern_repos = fetch_optional_string_array( hash: govern_hash, key: "repos" ).map { |path| safe_expand_path( path ) }
217
222
  @govern_auto_merge = fetch_optional_boolean( hash: govern_hash, key: "auto_merge", default: true, key_path: "govern.auto_merge" )
218
- @govern_merge_method = fetch_string( hash: govern_hash, key: "merge_method" ).downcase
223
+ govern_merge_hash = fetch_hash( hash: govern_hash, key: "merge" )
224
+ @govern_merge_method = fetch_string( hash: govern_merge_hash, key: "method" ).downcase
219
225
  govern_agent_hash = fetch_hash( hash: govern_hash, key: "agent" )
220
226
  @govern_agent_provider = fetch_string( hash: govern_agent_hash, key: "provider" ).downcase
221
227
  dispatch_path = govern_hash.fetch( "dispatch_state_path" ).to_s
@@ -115,12 +115,12 @@ module Carson
115
115
  puts_verbose "[Canonical Templates]"
116
116
  puts_verbose "HINT: canonical templates not configured — run carson setup to enable."
117
117
  end
118
- write_and_print_pr_monitor_report(
119
- report: monitor_report.merge(
120
- default_branch_baseline: default_branch_baseline,
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- audit_status: audit_state
122
- )
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+ write_and_print_pr_monitor_report(
119
+ report: monitor_report.merge(
120
+ default_branch_baseline: default_branch_baseline,
121
+ audit_status: audit_state
123
122
  )
123
+ )
124
124
  exit_code = audit_state == "block" ? EXIT_BLOCK : EXIT_OK
125
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126
126
  if json_output
@@ -581,7 +581,6 @@ module Carson
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  lines.join( "\n" )
582
582
  end
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583
 
584
- # True when there are no staged/unstaged/untracked file changes.
585
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  end
586
585
 
587
586
  include Audit
@@ -1,7 +1,7 @@
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  # PR delivery lifecycle — push, create PR, and optionally merge.
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  # Collapses the 8-step manual PR flow into one or two commands.
3
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  # `carson deliver` pushes and creates the PR.
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- # `carson deliver --merge` also merges if CI is green.
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+ # `carson deliver --merge` also merges if CI passes or no checks are configured.
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  # `carson deliver --json` outputs structured result for agent consumption.
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  module Carson
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  class Runtime
@@ -46,17 +46,14 @@ module Carson
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  result[ :ci ] = ci_status.to_s
47
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  case ci_status
49
- when :pass
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- # Continue to review gate.
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+ when :pass, :none
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+ # Continue to review gate. :none means no checks configured — nothing to wait for.
51
51
  when :pending
52
52
  result[ :recovery ] = "gh pr checks #{pr_number} --watch && carson deliver --merge"
53
53
  return deliver_finish( result: result, exit_code: EXIT_OK, json_output: json_output )
54
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  when :fail
55
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  result[ :recovery ] = "gh pr checks #{pr_number} — fix failures, push, then `carson deliver --merge`"
56
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  return deliver_finish( result: result, exit_code: EXIT_BLOCK, json_output: json_output )
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- else
58
- result[ :recovery ] = "gh pr checks #{pr_number}"
59
- return deliver_finish( result: result, exit_code: EXIT_OK, json_output: json_output )
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  end
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  # Step 4: check review gate — block if changes are requested.
@@ -117,15 +114,14 @@ module Carson
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  case ci
118
115
  when "pass"
119
116
  puts_line "CI: pass"
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+ when "none"
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+ puts_line "CI: none — no checks configured, proceeding."
120
119
  when "pending"
121
120
  puts_line "CI: pending — merge when checks complete."
122
121
  puts_line " Recovery: #{result[ :recovery ]}" if result[ :recovery ]
123
122
  when "fail"
124
123
  puts_line "CI: failing — fix before merging."
125
124
  puts_line " Recovery: #{result[ :recovery ]}" if result[ :recovery ]
126
- else
127
- puts_line "CI: #{ci} — check manually."
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- puts_line " Recovery: #{result[ :recovery ]}" if result[ :recovery ]
129
125
  end
130
126
  end
131
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@@ -78,9 +78,9 @@ module Carson
78
78
  message = if deleted_count > 0 && skipped_count > 0
79
79
  "Pruned #{deleted_count}, skipped #{skipped_count} (--verbose for details)."
80
80
  elsif deleted_count > 0
81
- "Pruned #{deleted_count} stale branch#{plural_suffix( count: deleted_count )}."
81
+ "Pruned #{deleted_count} stale #{ deleted_count == 1 ? 'branch' : 'branches' }."
82
82
  else
83
- "Skipped #{skipped_count} branch#{plural_suffix( count: skipped_count )} (--verbose for details)."
83
+ "Skipped #{skipped_count} #{ skipped_count == 1 ? 'branch' : 'branches' } (--verbose for details)."
84
84
  end
85
85
  puts_line message
86
86
  end
@@ -347,7 +347,7 @@ module Carson
347
347
  counters
348
348
  end
349
349
 
350
- # Checks a single orphan branch for merged PR evidence and force-deletes if confirmed.
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+ # Checks a single orphan branch for merged PR evidence or absorbed content, then force-deletes if confirmed.
351
351
  def prune_orphan_branch_entry( branch: )
352
352
  tip_sha_text, tip_sha_error, tip_sha_success, = git_run( "rev-parse", "--verify", branch.to_s )
353
353
  unless tip_sha_success
@@ -363,6 +363,17 @@ module Carson
363
363
  end
364
364
 
365
365
  merged_pr, error = merged_pr_for_branch( branch: branch, branch_tip_sha: branch_tip_sha )
366
+
367
+ # Fallback: branch content is already on main (rebase merges rewrite SHAs).
368
+ if merged_pr.nil? && branch_absorbed_into_main?( branch: branch )
369
+ merged_pr = {
370
+ number: nil,
371
+ url: "absorbed into #{config.main_branch}",
372
+ merged_at: Time.now.utc.iso8601,
373
+ head_sha: branch_tip_sha
374
+ }
375
+ end
376
+
366
377
  if merged_pr.nil?
367
378
  reason = error.to_s.strip
368
379
  reason = "no merged PR evidence for branch tip into #{config.main_branch}" if reason.empty?
@@ -374,7 +385,7 @@ module Carson
374
385
  if force_success
375
386
  output.print force_stdout if verbose? && !force_stdout.empty?
376
387
  puts_verbose "deleted_orphan_branch: #{branch} merged_pr=#{merged_pr.fetch( :url )}"
377
- return { action: :deleted, branch: branch, upstream: "", type: "orphan", reason: "merged PR evidence found" }
388
+ return { action: :deleted, branch: branch, upstream: "", type: "orphan", reason: "content absorbed into #{config.main_branch}" }
378
389
  end
379
390
 
380
391
  force_error_text = normalise_branch_delete_error( error_text: force_stderr )
@@ -362,7 +362,7 @@ module Carson
362
362
  # Content-aware check: after squash/rebase merge, commit SHAs differ
363
363
  # but the tree content may be identical to main. Compare content,
364
364
  # not SHAs — if the diff is empty, the work is already on main.
365
- diff_out, _, diff_ok, = Open3.capture3( "git", "diff", "--quiet", config.main_branch, branch, chdir: worktree_path )
365
+ _, _, diff_ok, = Open3.capture3( "git", "diff", "--quiet", config.main_branch, branch, chdir: worktree_path )
366
366
  unless diff_ok.success?
367
367
  return { error: "branch has not been pushed to #{remote}",
368
368
  recovery: "git -C #{worktree_path} push -u #{remote} #{branch}, or use --force to override" }
@@ -276,7 +276,7 @@ module Carson
276
276
  if stale && stale.fetch( :count ) > 0
277
277
  count = stale.fetch( :count )
278
278
  puts_line ""
279
- puts_line "#{count} stale branch#{plural_suffix( count: count )} ready for pruning."
279
+ puts_line "#{count} stale #{ count == 1 ? 'branch' : 'branches' } ready for pruning."
280
280
  end
281
281
 
282
282
  # Governance
@@ -306,8 +306,10 @@ module Carson
306
306
 
307
307
  reasons = []
308
308
 
309
- # Active worktrees beyond the main working tree.
309
+ # Sweep stale worktrees (merged branches) before counting active ones
310
+ # so only genuinely active worktrees block the operation.
310
311
  scoped_runtime = build_scoped_runtime( repo_path: repo_path )
312
+ scoped_runtime.sweep_stale_worktrees!
311
313
  worktrees = scoped_runtime.send( :worktree_list )
312
314
  main_root = scoped_runtime.send( :realpath_safe, repo_path )
313
315
  active = worktrees.reject { |worktree| worktree.fetch( :path ) == main_root }
metadata CHANGED
@@ -1,7 +1,7 @@
1
1
  --- !ruby/object:Gem::Specification
2
2
  name: carson
3
3
  version: !ruby/object:Gem::Version
4
- version: 3.21.0
4
+ version: 3.22.0
5
5
  platform: ruby
6
6
  authors:
7
7
  - Hailei Wang
@@ -80,7 +80,7 @@ files:
80
80
  - templates/.github/pull_request_template.md
81
81
  homepage: https://github.com/wanghailei/carson
82
82
  licenses:
83
- - MIT
83
+ - PolyForm-Shield-1.0.0
84
84
  metadata:
85
85
  source_code_uri: https://github.com/wanghailei/carson
86
86
  changelog_uri: https://github.com/wanghailei/carson/blob/main/RELEASE.md