feat: workspace rules in Claude Code and Codex sessions through the plugins

docs/docs/configure/learn.md

@@ -197,7 +197,7 @@ In a project linked to an Altimate workspace (`altimate-code link`), what you te
 - you correct a team rule the session was shown (the card proposes changing it, with the current text struck through);
 - you ask the agent to remember something as a rule (the card appears as soon as the agent saves it, always as a new rule: changing a team rule comes from correcting it).
 
-Cards are shown by the TUI and by the VS Code extension from its release with workspace rules, for the project they have open and in its top-level sessions. Where no attached client shows cards (`altimate-code run`, ACP, the Claude Code and Codex plugins, a subagent's session), the save tools work as they did before cards: a rule is saved for this project only, a memory to memory, and nothing goes to review; corrections are kept, and proposed the next time that session runs with a client that shows cards. A card you asked for ("remember …") that closes without an answer (after a day, or when the session server stops) is saved the same way. Requests are kept in your rules state for the project while their card is open: if the server exits unexpectedly, or a save fails for a passing reason (a busy disk, a lock), the next session server that opens the project saves them. A request is dropped, with a log line, only when it can never be saved as asked (the project's memory or training is full, or the text is too long for a memory block). While 50 requested cards are open, a new request is saved right away instead of raising a card.
+Cards are shown by the TUI and by the VS Code extension from its release with workspace rules, for the project they have open and in its top-level sessions. Where no attached client shows cards (`altimate-code run`, ACP, the Claude Code and Codex plugins), a "remember …" is kept as a **stored proposal** instead: it waits, with the same actions as a card, until you answer it with `altimate-code learn proposals` (the plugins' `/altimate-code:rules`), and nothing is saved or sent before that. Stored proposals are kept per project: at most 20 for the account and workspace you are signed in to, the ones you asked for included, and a "remember" is still kept past that, up to 100 in all (past that, it is saved as before cards in `altimate-code run` and ACP, and said at the next session start in Claude Code and Codex). What a stored proposal offers, and whether it needs "Approve anyway", is worked out again from its wording when you answer it; one that changes or retires a team rule is closed if that rule was changed or removed since; one raised before the project was linked can only be saved for this project; one raised from corrections is dropped after 14 days unanswered, one you asked for waits until you answer it. In a subagent's session the save tools work as they did before cards: a rule is saved for this project only, a memory to memory, and nothing goes to review. Corrections in `altimate-code run` and ACP sessions are kept, and proposed the next time that session runs with a client that shows cards. A card you asked for ("remember …") that closes without an answer (after a day, or when the session server stops) is saved the same way. Requests are kept in your rules state for the project while their card is open: if the server exits unexpectedly, or a save fails for a passing reason (a busy disk, a lock), the next session server that opens the project saves them. A request is dropped, with a log line, only when it can never be saved as asked (the project's memory or training is full, or the text is too long for a memory block). While 50 requested cards are open, a new request is saved right away instead of raising a card.
 
 The card never blocks the input: keep typing, and answer it when you are ready. **ctrl+x p** (or a click) moves to the card; **←/→** choose an action, **Enter** confirms, **Esc** goes back to typing. The card shows the proposed wording, what it applies to, why it was proposed and your correction. **Enter** on the first action sends it to the owner's review queue (the workspace's **Rules** tab); for the workspace owner, it approves it at once instead. **e** edits the wording, and **n** ("Not a rule") stops a correction's topic from being proposed for 30 days (on a card you asked for, it just closes it). A rule that tells the agent to skip or disable verification (tests, CI, hooks, `--no-verify`) is flagged: the owner approves it with "Approve anyway", which takes a second Enter (a client answers it with the `approve_anyway` action; a plain `approve` is refused). Nothing reaches a teammate until it is approved. A card nobody answers is dropped when the session server stops, and after a day (an answer after that closes it instead). A card is answered for the account and workspace it was shown for: after signing in as someone else or relinking, it closes without sending anything.
 
@@ -209,7 +209,17 @@ The card never blocks the input: keep typing, and answer it when you are ready.
 
 **Learning on or off.** In order: the learning kill switch (`learn.enabled`, `ALTIMATE_LEARN`), `ALTIMATE_LEARN_CAPTURE`, a `learn.capture` your organization sets (managed config, MDM, the account's config, `OPENCODE_CONFIG_CONTENT`, `OPENCODE_CONFIG_DIR` or the home `~/.altimate-code` config; shown as "organization policy"), your `/rules` → "Turn learning on/off for me" choice, `learn.capture` (`learn enable` / `learn disable`), then the workspace's "Learn from sessions". The `/rules` choice is yours alone: it is kept in your own rules state for the project, outside it, not in the project config, so it never reaches a teammate through a commit ("Follow the workspace setting again" clears it). It takes effect right away. Approved rules are delivered either way.
 
-**Commands.** `/rules` in the TUI lists team rules and your proposals with their status. `altimate-code learn sync` syncs now; `learn status` shows the workspace rules line, your learning setting and the last proposal check. In a linked project, `learn bootstrap` and `learn import-reviews` list the rules they staged from history and ask before sending them to the owner's review in the named workspace (default no). Without a terminal, `--send-for-review` sends them; `--yes` only confirms the model step. Declined rules stay local candidates (`learn show`, `learn promote`).
+**In Claude Code and Codex.** With the altimate-code plugin, a session of the host agent in a linked project works like an altimate-code session:
+
+- at its start, when the folder the session started in (or a folder above it, up to the repository root) is linked to a workspace (the plugin starts nothing elsewhere), it pulls the team rules (waiting at most 3 seconds, or 8 for a project with none pulled yet, and not again for 5 minutes after a pull failed or was still running when that wait ended, under the same account; the whole start ends within 10 seconds) and gives the host agent the rules for this repository, pinned first (after a relink to another workspace, none until a pull for the new one finishes), the number of stored proposals waiting for you, and the owner's reviews of your proposals since your last session. As in an altimate-code session, team rules are given whether or not learning from sessions is on. A resumed session gets the rules as they are approved now. The rules given are recorded as shown to that session (`claude:<id>` or `codex:<id>`), so its corrections can propose changing them and they count in usage ("corrected again" included);
+- with learning on, each message you send that reads as a correction is recorded as a signal of that session, and "remember this as a team rule: …" (it must say "as a rule" or "team rule", then ":" or "-"; a question or a negation such as "don't remember this as a team rule" is not a request) becomes a stored proposal of its first sentence (no model call). A request that cannot be proposed (not a one-line rule, too many proposals waiting, or a failed write) is said at the next session start;
+- with learning on, after each turn the post-turn check runs in the background, with one drafting call per check round: a turn that ends while the previous turn's check is still drafting is checked by that check before it ends (up to 3 rounds), and when a turn's own check finds nothing new, it checks one of your other sessions with corrections left over (a session that ended, or one left at the round limit; up to 3 more rounds, and a session whose check failed only after a back-off). A proposal is stored for `/altimate-code:rules`. While 20 proposals are waiting for this account and workspace ("remember" requests included), no drafting call is made: the corrections wait until some are answered. Queued proposals and usage are sent then too, unless the last pull failed within 5 minutes. With learning from sessions off, nothing is captured or drafted, but answers you queued (`learn proposals` in a sandbox without network) are still sent after each turn, as long as team rules can be given (workspaces on, the project linked, and signed in as the account that pulled them).
+
+The drafting call uses altimate-code's own model (`learn.model`, or altimate-code's default model), not the host's, and reads the host's transcript to build its digest: your prompts, each tool call's input and output (up to 300 and 400 characters per call) and the final reply, at most 24,000 characters, with secrets redacted. If altimate-code has no model it can use, nothing is sent: the check fails, and the next session start says so. Host corrections are reflected by `learn reflect --pending`, not by `learn.auto_reflect`, which only reflects altimate-code sessions. Proposals stored from these sessions are answered with `/altimate-code:rules` or `learn proposals`: the TUI's `/rules` and the VS Code chat panel do not list them.
+
+Capture and drafting stop with learning off, signed out, workspaces off, or in a project that is not linked; team rules are not given while signed out, with workspaces off, `ALTIMATE_LEARN=0`, or in a project that is not linked, and only to the account they were pulled for (after signing in as someone else, a pull verifies the account first). None of it can block or fail the host session. The hooks call `altimate learn hook <event>`; `learn rules`, `learn signal add --detect --session <host session>`, `learn check` and `learn proposals` do the same steps by hand.
+
+**Commands.** `/rules` in the TUI lists team rules and your proposals with their status. `altimate-code learn proposals` lists stored proposals, the number of team rules (`--json` lists them) and your latest proposals' review status; `learn proposals reply <id>` answers one with `--send`, `--approve` (`--approve-anyway` for a flagged rule; both for the workspace owner only), `--edit <text>`, `--dismiss`, `--memory` or `--local`. `altimate-code learn sync` syncs now; `learn status` shows the workspace rules line, your learning setting and the last proposal check. In a linked project, `learn bootstrap` and `learn import-reviews` list the rules they staged from history and ask before sending them to the owner's review in the named workspace (default no). Without a terminal, `--send-for-review` sends them; `--yes` only confirms the model step. Declined rules stay local candidates (`learn show`, `learn promote`).
 
 ## Learn vs memory vs a knowledge base
 
@@ -346,6 +356,7 @@ altimate-code learn signal add --kind review --text "Staging models must not sel
 | `--text <string>` | The signal text. |
 | `--file <path>` | Read the text from a file. Pass exactly one of `--text` or `--file`. |
 | `--session <id>` | Session the signal belongs to (default `external`). |
+| `--detect` | With `--kind user`: record the text only if it reads as a correction, or store a "remember … as a team rule" request as a proposal; only in a linked project with workspaces on, signed in, and learning on. Needs a host session (`--session claude:<id>` or `--session codex:<id>`) and refuses `--name`. |
 
 ### promote
 

docs/docs/reference/telemetry.md

@@ -74,11 +74,11 @@ We collect the following categories of events:
 | `onboarding_abandoned` | The CLI exited during a first run without connecting. `last_stage` is the furthest point reached: `started`, `model_picker`, `provider_setup`, `altimate_base_confirm`, or `gateway_auth`. (`connected` is a funnel position but never a `last_stage` — reaching it means the run completed, which is not an abandonment.) Only emitted for a genuine first run — opening `/connect` as an existing user does not enter the funnel, and abandonment after setup completes is out of scope by definition. Emitted on the exit path under a bounded flush, so the measured rate is a lower bound — see [Delivery & Reliability](#delivery--reliability). |
 | `review_run` | A dbt/SQL review completed or failed — `invocation` (`cli` for `altimate-code review`, `tool` for the `dbt_pr_review` tool), status, duration, and on success the verdict, the pre-gating verdict, mode, risk tier, and finding counts by severity and by category. No file paths, model or column names, finding titles or bodies, SQL, diff content, or repository/branch/PR names. |
 | `review_post_outcome` | Whether a review was published to GitHub — `not_requested`, `not_attempted`, `target_unresolved`, `full`, `partial`, or `summary_failed`, plus duration. Emitted on the **CLI path only** — the `dbt_pr_review` tool completes reviews but never publishes, so a `review_run` with `invocation: tool` has no post event and that is not a failure. Within the CLI path there is exactly one per **completed** review: a review that failed emits `review_run: failed` and no post event, so absence there means the review failed rather than that an event was lost. `not_attempted` is publication requested but never reached (a bad `--output` path, a stdout write error). No repository, PR, or comment content. |
-| `rule_proposal_shown` | A proposed-rule card was shown (or shown again for the same wording, `repeat`) — what raised it (`remember`, `shown_rule`, `recurrence`), the kind of change, whether it is a "Save as" choice, linked/owner, the buttons offered, whether it weakens verification, evidence session count, whether it came from a correction, how many paths it applies to, and its length. The card id is random. No rule text, quotes, paths or globs. |
+| `rule_proposal_shown` | A proposed rule was raised: shown as a card, or stored for `learn proposals` when no attached client shows cards (`stored`), or raised again for the same wording (`repeat`) — what raised it (`remember`, `shown_rule`, `recurrence`), the kind of change, whether it is a "Save as" choice, linked/owner, the buttons offered, whether it weakens verification, evidence session count, whether it came from a correction, how many paths it applies to, and its length. The card id is random. No rule text, quotes, paths or globs. |
 | `rule_proposal_answered` | A card was answered or closed (`send`, `approve`, `approve_anyway`, `edit`, `dismiss`, `save_local`, `save_memory`, `expired`, `closed`) — `ok` or why it did not go through (`busy`, `not_available`, `verification_flagged`, `invalid_text`, `refused` by the workspace, `failed`), what happened (`sent`, `queued`, `approved`, `approve_failed`, `approve_retry`, `target_changed`, `exists`, `dismissed`, `saved_memory_project`, `saved_memory_global`, `saved_local`, or `saved_unanswered` when a card the person asked for closed unanswered and was saved as before cards), wording edits so far, and time since the card was shown. No rule text. |
 | `rule_drafted` | One model call that drafted a proposal after a turn (it runs in the background) — the path (`shown_rule` or `recurrence`), `ok` or `failed`, input and output tokens, estimated cost and duration. No wording or correction text. |
-| `rule_proposal_skipped` | Corrections were checked after a turn and no card was shown — `card_open`, `no_renderer` (no attached client shows cards; the corrections are kept for a later check), `covered`, `no_draft`, `topic_dismissed`, `no_topic` or `failed`. The path checked (`shown_rule` or `recurrence`) is omitted when the check stopped before choosing one. |
-| `rule_remember_routed` | Where a "remember …" save went — through `training_save` or the memory tool, to a card, a "Save as" card, memory, refused as not a one-line rule, or saved as before cards because learning/workspaces are off, the project is not linked, or no attached client shows cards for this project (or the session is a subagent's), or its request could not be kept on disk: too many requested cards are already open, or the write failed (`requests_full`). No text. |
+| `rule_proposal_skipped` | Corrections were checked after a turn and no card was shown — `card_open`, `no_renderer` (no attached client shows cards; the corrections are kept for a later check), `covered`, `no_draft`, `topic_dismissed`, `no_topic`, `failed` or `stored_full` (too many stored proposals waiting). The path checked (`shown_rule` or `recurrence`) is omitted when the check stopped before choosing one. |
+| `rule_remember_routed` | Where a "remember …" save went — through `training_save` or the memory tool, to a card, a "Save as" card, a stored proposal (`stored`, `choose_stored`: no attached client shows cards), memory, refused as not a one-line rule, or saved as before cards because learning/workspaces are off, the project is not linked, the session is a subagent's or too many proposals are stored (`no_renderer`), or a card's request could not be kept on disk: too many requested cards are already open, or the write failed (`requests_full`). No text. |
 | `rules_sync` | One rules sync — what started it (`refresh`, `session_start`, `manual`, `card`, `cli`, `import`), `ok` (the pull worked and no proposal this run tried to send was kept queued; proposals beyond one push's batch can still be waiting, and proposals the workspace refused still count as `ok`, under `refused`), `failed` (a failed pull, attempted proposals kept queued, or a run that threw: reason `error`), `off` or `skipped` with a fixed reason code, duration, counts of rules, pending reviews, proposals sent, refused and still queued, review notices and usage items, and whether a retried "Approve now" failed (`approval_failed`). No rule text, error text, URLs or workspace names. |
 | `rules_delivered` | Rules added to a session's context — at the start, for a request, or for a file the agent touched — with the number of rules (and how many are team rules), their total length, the session's running total, and the token budget. No rule text or file paths. |
 | `rules_learning_changed` | The person turned learning from sessions on or off for a project, or back to the workspace's setting, with the resulting state and who decides it (`organization`, `you`, `workspace` or `default`). |