fix(plugins): address Codex review on user-level settings fallback

- User-level pass reads only ~/.claude/settings.json (no user-level
  settings.local.json — it isn't a real Claude Code source), so a stale
  global local file can't silently reroute the brief/checkpoint.
- Resolve project settings from the nearest .claude dir at or above cwd,
  so a repo-root mapping wins when Claude starts in a subdirectory.
- bm-remember / bm-share / bm-status skills now read the same precedence
  (user-level base, project overrides), matching the README claim that one
  user-level block covers every command.
- README: drop user-level settings.local.json from the precedence note and
  document the ancestor-walk behaviour.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Signed-off-by: Samuel Lawrentz <samuel.lawerence@plivo.com>

Author: samuellawerentz

plugins/claude-code/README.md

@@ -80,12 +80,15 @@ your project's `.claude/settings.json`. Copy
 }
 ```
 
-The block can also live in your **user-level** `~/.claude/settings.json` (or
-`settings.local.json`) — one block there covers every project, no per-repo setup.
-Precedence, lowest to highest: user-level `settings.json` → user-level
-`settings.local.json` → project `settings.json` → project `settings.local.json`,
-merged per key — so a project that pins its own `primaryProject` wins over the
-user-level default.
+The block can also live in your **user-level** `~/.claude/settings.json` — one
+block there covers every project, no per-repo setup. Precedence, lowest to
+highest: user-level `settings.json` → project `settings.json` → project
+`settings.local.json`, merged per key — so a project that pins its own
+`primaryProject` wins over the user-level default. (This mirrors Claude Code's
+own sources: `settings.local.json` is project-scoped only, so there is no
+user-level `settings.local.json`.) The hooks resolve the project settings from
+the nearest `.claude` directory at or above the working directory, so a mapping
+in the repo root still applies when Claude starts in a subdirectory.
 
 To enable the capture reflexes, also set `"outputStyle": "basic-memory"` in your
 settings (or select it via `/config`).

plugins/claude-code/hooks/pre-compact.sh

@@ -64,22 +64,47 @@ transcript_path = payload.get("transcript_path") or ""
 session_id = payload.get("session_id") or ""
 
 
+def _read_block(path):
+    try:
+        with open(path) as fh:
+            block = json.load(fh).get("basicMemory")
+    except FileNotFoundError:
+        return None
+    except Exception:
+        return None
+    return block if isinstance(block, dict) else None
+
+
+def _project_dir(directory):
+    # Nearest ancestor (including directory) holding a .claude settings file.
+    d = os.path.abspath(directory)
+    while True:
+        for name in ("settings.json", "settings.local.json"):
+            if os.path.isfile(os.path.join(d, ".claude", name)):
+                return d
+        parent = os.path.dirname(d)
+        if parent == d:
+            return os.path.abspath(directory)
+        d = parent
+
+
 def load_settings(directory):
-    # Same precedence as session-start.sh: user-level ~/.claude is the base,
-    # the project's .claude overrides it, settings.local.json wins per level.
+    # Same precedence as session-start.sh: user-level ~/.claude/settings.json is
+    # the base (no user-level settings.local.json — it isn't a real Claude Code
+    # source), then the nearest project .claude (settings.json, then
+    # settings.local.json) overrides it. cwd may be a repo subdirectory, so walk
+    # ancestors to the project root rather than reading cwd alone.
     merged = {}
     home = os.path.expanduser("~")
-    dirs = [home] if os.path.abspath(directory) == home else [home, directory]
-    for d in dirs:
-        for name in ("settings.json", "settings.local.json"):
-            path = os.path.join(d, ".claude", name)
-            try:
-                with open(path) as fh:
-                    merged.update(json.load(fh).get("basicMemory") or {})
-            except FileNotFoundError:
-                continue
-            except Exception:
-                continue
+    sources = [(home, ("settings.json",))]
+    project = _project_dir(directory)
+    if os.path.abspath(project) != home:
+        sources.append((project, ("settings.json", "settings.local.json")))
+    for d, names in sources:
+        for name in names:
+            block = _read_block(os.path.join(d, ".claude", name))
+            if block is not None:
+                merged.update(block)
     return merged
 
 

plugins/claude-code/hooks/session-start.sh

@@ -76,30 +76,52 @@ cwd = payload.get("cwd") or os.getcwd()
 
 
 # --- Load plugin config from .claude settings (local overrides committed) ---
-# Precedence (lowest to highest): user-level ~/.claude/settings.json,
-# ~/.claude/settings.local.json, then the project's .claude/settings.json and
-# .claude/settings.local.json. A single user-level basicMemory block can cover
-# every project without running setup per repo; any project can still pin its
-# own mapping, which wins. `found` is True if any file declared a basicMemory
-# block at all — its presence is the first-run sentinel (setup writing it stops
-# the nudge below).
+# Precedence (lowest to highest): the user-level ~/.claude/settings.json, then
+# the project's .claude/settings.json and .claude/settings.local.json. A single
+# user-level basicMemory block can cover every project without running setup per
+# repo; any project can still pin its own mapping, which wins. We mirror Claude
+# Code's real sources: user level is settings.json only (there is no user-level
+# settings.local.json), local settings are project-scoped. Because the hook cwd
+# can be a repo subdirectory, we walk ancestors to the nearest .claude config so
+# a project-root mapping is honoured instead of skipped. `found` is True if any
+# file declared a basicMemory block — its presence is the first-run sentinel
+# (setup writing it stops the nudge below).
+def _read_block(path):
+    try:
+        with open(path) as fh:
+            block = json.load(fh).get("basicMemory")
+    except FileNotFoundError:
+        return None
+    except Exception:
+        return None
+    return block if isinstance(block, dict) else None
+
+
+def _project_dir(directory):
+    # Nearest ancestor (including directory) holding a .claude settings file.
+    d = os.path.abspath(directory)
+    while True:
+        for name in ("settings.json", "settings.local.json"):
+            if os.path.isfile(os.path.join(d, ".claude", name)):
+                return d
+        parent = os.path.dirname(d)
+        if parent == d:
+            return os.path.abspath(directory)
+        d = parent
+
+
 def load_settings(directory):
     merged = {}
     found = False
     home = os.path.expanduser("~")
-    dirs = [home] if os.path.abspath(directory) == home else [home, directory]
-    for d in dirs:
-        for name in ("settings.json", "settings.local.json"):
-            path = os.path.join(d, ".claude", name)
-            try:
-                with open(path) as fh:
-                    data = json.load(fh)
-            except FileNotFoundError:
-                continue
-            except Exception:
-                continue
-            block = data.get("basicMemory")
-            if isinstance(block, dict):
+    sources = [(home, ("settings.json",))]
+    project = _project_dir(directory)
+    if os.path.abspath(project) != home:
+        sources.append((project, ("settings.json", "settings.local.json")))
+    for d, names in sources:
+        for name in names:
+            block = _read_block(os.path.join(d, ".claude", name))
+            if block is not None:
                 found = True
                 merged.update(block)
     return merged, found

plugins/claude-code/skills/bm-remember/SKILL.md

@@ -10,8 +10,10 @@ Capture `$ARGUMENTS` into Basic Memory as a quick note, keeping the user's words
 
 ## Steps
 
-1. **Resolve config.** Read `.claude/settings.json` (and `.claude/settings.local.json`
-   if it exists) and look for the `basicMemory` block:
+1. **Resolve config.** Read the `basicMemory` block with the same precedence the
+   hooks use: user-level `~/.claude/settings.json` as the base, then the project's
+   `.claude/settings.json` and `.claude/settings.local.json` override it per key. A
+   user-level block alone is enough; a project can still pin its own values:
    - `rememberFolder` — folder for quick captures (default: `bm-remember`)
    - `primaryProject` — project to write to (default: omit the `project` argument so
      Basic Memory uses its default project)

plugins/claude-code/skills/bm-share/SKILL.md

@@ -12,7 +12,9 @@ project — session checkpoints and `/basic-memory:bm-remember` always stay pers
 
 ## Steps
 
-1. **Resolve config.** Read `.claude/settings.json` (+ `.local`) `basicMemory`:
+1. **Resolve config.** Read the `basicMemory` block with the hooks' precedence:
+   user-level `~/.claude/settings.json` as the base, then the project's
+   `.claude/settings.json` and `.claude/settings.local.json` override per key:
    - `teamProjects` — a map of `<project-ref>` → `{ "promoteFolder": "shared" }`.
      These are the allowed share targets. `<project-ref>` is a workspace-qualified
      name (e.g. `my-team-2/notes`) or an `external_id` UUID.

plugins/claude-code/skills/bm-status/SKILL.md

@@ -15,8 +15,10 @@ This is a quick diagnostic — gather the facts and lay them out; don't over-inv
    neither is found, report that Basic Memory isn't installed or on PATH, and stop —
    nothing else will work without it.
 
-2. **Configuration.** Read `.claude/settings.json` (and `.claude/settings.local.json`
-   if present) and report:
+2. **Configuration.** Read the `basicMemory` block with the hooks' precedence —
+   user-level `~/.claude/settings.json` as the base, then the project's
+   `.claude/settings.json` and `.claude/settings.local.json` overriding per key —
+   and report (note when a value comes from the user-level block vs. the project):
    - From the `basicMemory` block: `primaryProject` (or note none is pinned — the
      default project is used), `secondaryProjects` (team/shared read sources),
      `teamProjects` (share targets for `/basic-memory:bm-share`), `captureFolder`