Global Rules

Claustrum supports two global rule scopes:

• workspace global rules: shared by everyone in the workspace.
• user global rules: personal rules for a specific user inside the workspace.

Design Goals

• No hard cap like "max 5 rules".
• Use token budget + score-based selection instead of hard truncation.
• Keep important rules (pinned / high) highly prioritized.
• Preserve quality with soft guidance and summary fallback.

Rule Fields

Each rule stores:

• title, content
• category: policy | security | style | process | other
• priority: 1..5
• severity: low | medium | high
• pinned, enabled

API

• GET /v1/global-rules?workspace_key=...&scope=workspace|user&user_id?
• POST /v1/global-rules
• PUT /v1/global-rules/:id
• DELETE /v1/global-rules/:id
• POST /v1/global-rules/summarize

Summarize endpoint

POST /v1/global-rules/summarize

Body:

{
  "workspace_key": "personal",
  "scope": "workspace",
  "mode": "preview"
}

Modes:

• preview: returns summary text only.
• replace: upserts global_rule_summaries for bundle compression.

Soft Guardrails

Workspace settings control guidance thresholds:

• global_rules_recommend_max (default 5)
• global_rules_warn_threshold (default 10)

Behavior:

• Above recommend max: info-level guidance.
• At/above warn threshold: warning-level quality warning.

Admin UI

Workspace → Global Rules

• CRUD for workspace/user scope rules.
• Set severity, priority, pinned, enabled.
• See recommendation/warning badges.
• Auto summarize (preview / apply).
• Configure selection mode and budget percentages.

Security & Permissions

• Workspace scope rules: workspace admin required.
• User scope rules: self or workspace admin.
• Summary apply writes global_rules.summarized audit event.