@slothmoney/agent-cli 0.21.0 → 0.21.1

package/CHANGELOG.md

@@ -1,5 +1,12 @@
 # Changelog
 
+## 0.21.1 - 2026-08-29
+
+- Clarify in portfolio, current budget status, and transaction help that a
+  completed eligible refresh updates the configured Budget balance audit.
+- Explain that a same-day cached read reuses fresh bank data without adding
+  another audit checkpoint.
+
 ## 0.21.0 - 2026-08-28
 
 - Add `scenarios` commands to list, create, update, activate, and delete the

package/README.md

@@ -15,7 +15,7 @@ sloth-agent --version
 For a one-off pinned run:
 
 ```bash
-npm exec --yes --package=@slothmoney/agent-cli@0.21.0 -- sloth-agent --help
+npm exec --yes --package=@slothmoney/agent-cli@0.21.1 -- sloth-agent --help
 ```
 
 ## Authenticate
@@ -449,6 +449,10 @@ nonnegative `moneyInPence` and `moneyOutPence` plus their difference as
 custom categories are normal rows. A transaction with no category at all is
 reported separately under `activity.uncategorized`.
 
+A completed current-period refresh updates the Budget balance audit for any
+configured backing accounts. A same-day cached read does not add another audit
+checkpoint.
+
 `budget` contains assigned, spent, and available category amounts when a
 trustworthy period plan exists. It is `null` when it does not; activity still
 returns. The response includes only the period budget currency and silently
@@ -648,6 +652,9 @@ planning only. It does not change account ownership, transaction access, Goal
 funding, or who can move money. Totals use the viewer's budget currency and
 exclude other native currencies without converting them.
 
+A completed balance refresh updates the Budget balance audit for any configured
+backing accounts. A same-day cached read does not add another audit checkpoint.
+
 Archive an owned manual account. The account disappears from active Sloth
 surfaces, but its underlying records are retained. Repeating an applied removal
 is safe and returns `changed: false`.
@@ -819,6 +826,10 @@ a structured `refresh` object:
 }
 ```
 
+A completed refresh also updates the Budget balance audit for any configured
+backing accounts. A same-day cached read reuses the existing data and does not
+add another audit checkpoint.
+
 Re-run the transaction query later to observe the completed refresh. A partial
 account failure remains eligible for an automatic retry.
 

package/dist/cli.js

@@ -6,7 +6,7 @@ import { ICON_KEYS } from './category-metadata.js';
 import { parseApiResponse, parseAssignmentOperationResponse, toLegacyAssignmentResponse, validateAssignmentPayload, validateBudgetMovementResponse, validateBudgetUpdatePayload, validateNotificationRulePayload, validateReceiptConfirmation, } from './contracts.js';
 import { createSystemCredentialStore, secureStorageUnavailableError, } from './credential-store.js';
 import { ApiError, CliError, ConfigError, UsageError, } from './errors.js';
-export const CLI_VERSION = '0.21.0';
+export const CLI_VERSION = '0.21.1';
 const REQUEST_TIMEOUT_MS = 60_000;
 const MAX_CONTRACT_PDF_BYTES = 6_000_000;
 const API_ORIGIN_HELP_LINES = [
@@ -469,6 +469,8 @@ export function portfolioHelpText() {
         '',
         'Access:',
         '  This read-only command waits up to 45 seconds for eligible linked balances to refresh.',
+        '  A completed refresh updates the Budget balance audit for configured backing accounts.',
+        '  A same-day cached read does not add another audit checkpoint.',
         '  Partner shows only balances or holdings your partner explicitly shared.',
         '  Household combines your accounts with those shared balances and deduplicates joint accounts.',
         '  Shared data supports planning only. It does not assign partner accounts to Goals or change ownership.',
@@ -533,6 +535,8 @@ export function budgetStatusHelpText() {
         'Access and freshness:',
         '  This command is read-only, requires agent:read, and never changes the budget.',
         '  Current periods use the normal transaction refresh policy; historical periods are cache-only.',
+        '  A completed refresh updates the Budget balance audit for configured backing accounts.',
+        '  A same-day cached read does not add another audit checkpoint.',
         '  A historical response returns refresh as null.',
         '',
         'Output:',
@@ -654,6 +658,8 @@ export function transactionsHelpText() {
         '  --end-date must not be before --start-date.',
         '  The first transaction read each UTC day may refresh linked bank data.',
         '  Refresh remotely persists booked transactions and account balances.',
+        '  A completed refresh updates the Budget balance audit for configured backing accounts.',
+        '  A same-day cached read does not add another audit checkpoint.',
         '  The command waits up to 45 seconds, then returns cached data if refresh continues.',
         '',
         'Output:',

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@slothmoney/agent-cli",
-  "version": "0.21.0",
+  "version": "0.21.1",
   "description": "Command-line access to the Sloth Money Agent API.",
   "type": "module",
   "bin": {