wealthbox-cli 1.0.0__py3-none-any.whl

wealthbox_cli-1.0.0.dist-info/METADATA

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+Metadata-Version: 2.4
+Name: wealthbox-cli
+Version: 1.0.0
+Summary: CLI and client library for the Wealthbox CRM API
+Project-URL: Homepage, https://github.com/massive-value/wealthbox-cli
+Project-URL: Issues, https://github.com/massive-value/wealthbox-cli/issues
+Project-URL: Repository, https://github.com/massive-value/wealthbox-cli
+Author: Kadin Bullock
+License: Apache-2.0
+License-File: LICENSE
+Classifier: Environment :: Console
+Classifier: Intended Audience :: Developers
+Classifier: License :: OSI Approved :: Apache Software License
+Classifier: Programming Language :: Python :: 3
+Classifier: Programming Language :: Python :: 3.11
+Classifier: Programming Language :: Python :: 3.12
+Classifier: Programming Language :: Python :: 3.13
+Requires-Python: >=3.11
+Requires-Dist: httpx<1.0,>=0.27
+Requires-Dist: pydantic<3.0,>=2.0
+Requires-Dist: python-dotenv<2.0,>=1.0
+Requires-Dist: tabulate<1.0,>=0.9
+Requires-Dist: typer<1.0,>=0.12
+Provides-Extra: dev
+Requires-Dist: mypy>=1.10; extra == 'dev'
+Requires-Dist: pytest-asyncio>=0.23; extra == 'dev'
+Requires-Dist: pytest>=8.0; extra == 'dev'
+Requires-Dist: respx>=0.21; extra == 'dev'
+Requires-Dist: ruff>=0.4; extra == 'dev'
+Description-Content-Type: text/markdown
+
+# Wealthbox CLI
+
+[![PyPI version](https://img.shields.io/pypi/v/wealthbox-cli)](https://pypi.org/project/wealthbox-cli/)
+[![Python 3.11+](https://img.shields.io/badge/python-3.11%2B-blue)](https://www.python.org/downloads/)
+[![License](https://img.shields.io/badge/license-Apache%202.0-blue.svg)](LICENSE)
+
+A command-line interface for interacting with the Wealthbox CRM API.
+
+This tool provides structured access to contacts, households, tasks,
+events, notes, users, categories, and more — directly from your
+terminal.
+
+Official API documentation: https://dev.wealthbox.com
+
+> **Disclaimer:** This is an unofficial, community-built tool. It is not affiliated with,
+> endorsed by, or supported by Wealthbox or its parent company. "Wealthbox" is a trademark
+> of its respective owner.
+
+------------------------------------------------------------------------
+
+## Features
+
+-   Full CRUD support for:
+    -   Contacts (Person, Household, Organization, Trust)
+    -   Households (member management)
+    -   Tasks
+    -   Events
+    -   Notes (create, read, update — delete not supported by API)
+-   Structured flag-based `add` and `update` commands — no raw JSON required
+-   Type-specific contact creation subcommands: `contacts add person|household|org|trust`
+-   `--more-fields` escape hatch on contacts/tasks/projects/opportunities/workflows for uncommon JSON fields
+-   Multiple output formats via `--format`: `json` (default), `table`, `csv`, `tsv`
+-   Nested API fields (linked_to, email_addresses, tags, etc.) automatically flattened for tabular output
+-   Category and metadata lookups (resource-scoped and workspace-level)
+-   Client-side filters for fields the API doesn't support server-side (e.g. `--assigned-to` on contacts)
+-   Modular CLI structure with extensible client + model architecture
+
+------------------------------------------------------------------------
+
+## Installation
+
+### From PyPI (recommended)
+
+``` bash
+pip install wealthbox-cli
+```
+
+### From source (development)
+
+``` bash
+git clone https://github.com/massive-value/wealthbox-cli
+cd wealthbox-cli
+python -m venv .venv
+source .venv/bin/activate  # macOS/Linux
+# OR
+.venv\Scripts\activate     # Windows
+pip install -e ".[dev]"
+```
+
+------------------------------------------------------------------------
+
+## Configuration
+
+Copy `.env.example` to `.env` and fill in your token:
+
+```
+WEALTHBOX_TOKEN=your_api_token_here
+```
+
+Or set it as an environment variable:
+
+**macOS/Linux**
+
+``` bash
+export WEALTHBOX_TOKEN="your_api_token_here"
+```
+
+**Windows (PowerShell)**
+
+``` powershell
+setx WEALTHBOX_TOKEN "your_api_token_here"
+```
+
+------------------------------------------------------------------------
+
+## Usage
+
+``` bash
+wbox <resource> <command> [options]
+wb <resource> <command> [options]
+```
+
+For the full command reference see [docs/cli-reference.md](docs/cli-reference.md).
+
+### Local wrapper
+
+For this workspace, the easiest entrypoint is:
+
+```bash
+./run-wbox.sh me --format json
+./run-wbox.sh users list --format json
+./run-wbox.sh contacts list --per-page 1 --format json
+./run-wbox.sh contacts add person --first-name Jane --last-name Doe --format json
+```
+
+The wrapper:
+- loads `.env`
+- uses the repo-local `.venv`
+- runs the installed `wbox` CLI
+
+------------------------------------------------------------------------
+
+## Project Structure
+
+    src/
+      wealthbox_tools/
+        cli/        # Typer commands — user-facing, delegates to client
+        client/     # Async HTTP client built from mixins
+        models/     # Pydantic v2 models for input validation
+    tests/          # pytest integration tests (respx mocks)
+
+**Client mixin pattern:** `WealthboxClient` inherits from resource mixins (`ContactsMixin`, `TasksMixin`, `EventsMixin`, etc.) plus `_WealthboxBase` (core HTTP, rate limiting, error handling). To add a new resource, create a mixin and register it in `client/__init__.py`.
+
+**Rate limiting:** Sliding-window (300 req / 5-min window); state persists across processes via `~/.wbox_rate_limit.json`. 429 responses trigger automatic retry.
+
+------------------------------------------------------------------------
+
+## Development
+
+``` bash
+# Install with dev dependencies
+pip install -e ".[dev]"
+
+# Run tests
+pytest
+
+# Run a single test
+pytest tests/path/to/test_file.py::test_name
+```
+
+### Recommended local workflow
+
+```bash
+cd ~/.openclaw/workspace/integrations/wealthbox-cli
+
+# Sync latest code
+git pull
+
+# Refresh editable install
+.venv/bin/pip install -e .
+
+# Run the read-only smoke test
+./smoke_test.sh
+```
+
+Smoke test coverage:
+- `wbox me`
+- `wbox users list`
+- `wbox contacts list --per-page 1`
+
+This is intentionally read-only and meant to catch:
+- token/config issues
+- CLI install issues
+- basic Wealthbox API access issues
+
+See [CONTRIBUTING.md](CONTRIBUTING.md) for the full contributor guide.
+
+------------------------------------------------------------------------
+
+## Troubleshooting
+
+**401 Unauthorized** — Check your API token.
+
+**Date format errors** — Datetime fields expect ISO 8601 format: `"YYYY-MM-DDTHH:MM:SS±HH:MM"` or `"YYYY-MM-DDTHH:MM:SSZ"` (e.g. `"2026-04-01T10:00:00-07:00"`). Date-only fields (birth dates, etc.) use `"YYYY-MM-DD"`.
+
+**Add/Update appears to succeed but nothing changed** —
+Some category-constrained writes can silently no-op (return success while leaving fields unchanged).
+Verify by inspecting the returned JSON — `add` and `update` commands print the full object on success. Treat unchanged intended fields as a failed write.
+Before category-constrained writes, discover valid values first (e.g. `wbox contacts categories contact-types`).
+
+**`contacts add` examples no longer work if they use `Person`/`Household`/`Organization`/`Trust` as a positional argument** —
+Use the new type-specific subcommands instead: `wbox contacts add person|household|org|trust ...`.
+
+------------------------------------------------------------------------
+
+## Disclaimer
+
+This is an **unofficial, community-built** tool. It is not affiliated with, endorsed by,
+or supported by Wealthbox or its parent company. "Wealthbox" is a trademark of its
+respective owner. Use of this tool is subject to the [Wealthbox API Terms of Service](https://dev.wealthbox.com).
+
+This CLI wraps the Wealthbox API. Behavior depends on API version and your account
+permissions. Test destructive operations carefully.
+
+------------------------------------------------------------------------
+
+## License
+
+Apache 2.0 — see [LICENSE](LICENSE).

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wealthbox_cli-1.0.0.dist-info/licenses/LICENSE

@@ -0,0 +1,201 @@
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+   Copyright 2026 Kadin Bullock
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+   Licensed under the Apache License, Version 2.0 (the "License");
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+
+       http://www.apache.org/licenses/LICENSE-2.0
+
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+   See the License for the specific language governing permissions and
+   limitations under the License.

wealthbox_tools/__init__.py

@@ -0,0 +1,51 @@
+"""Wealthbox CRM tools — async HTTP client, Pydantic validation models, and CLI."""
+
+from wealthbox_tools.client import WealthboxAPIError, WealthboxClient
+from wealthbox_tools.models import (
+    ActivityListQuery,
+    CategoryListQuery,
+    ContactCreateInput,
+    ContactListQuery,
+    ContactUpdateInput,
+    EventCreateInput,
+    EventListQuery,
+    EventUpdateInput,
+    # Enums
+    Gender,
+    HouseholdMemberInput,
+    MaritalStatus,
+    NoteCreateInput,
+    NoteListQuery,
+    NoteUpdateInput,
+    RecordType,
+    TaskCreateInput,
+    TaskListQuery,
+    TaskUpdateInput,
+)
+
+__all__ = [
+
+    # Enums
+    "Gender",
+    "MaritalStatus",
+    "RecordType",
+
+
+    "WealthboxClient",
+    "WealthboxAPIError",
+    "ActivityListQuery",
+    "ContactCreateInput",
+    "ContactListQuery",
+    "ContactUpdateInput",
+    "CategoryListQuery",
+    "EventCreateInput",
+    "EventListQuery",
+    "EventUpdateInput",
+    "HouseholdMemberInput",
+    "NoteCreateInput",
+    "NoteListQuery",
+    "NoteUpdateInput",
+    "TaskCreateInput",
+    "TaskListQuery",
+    "TaskUpdateInput",
+]

wealthbox_tools/cli/__init__.py

@@ -0,0 +1,3 @@
+from .main import app
+
+__all__ = ["app"]

wealthbox_tools/cli/_config.py

@@ -0,0 +1,43 @@
+from __future__ import annotations
+
+import json
+import os
+import pathlib
+import platform
+from typing import Any
+
+
+def _config_dir() -> pathlib.Path:
+    """Return the platform-appropriate config directory for wbox."""
+    if platform.system() == "Windows":
+        base = pathlib.Path(os.environ.get("APPDATA", "~"))
+    else:
+        base = pathlib.Path(os.environ.get("XDG_CONFIG_HOME", "~/.config"))
+    return base.expanduser() / "wbox"
+
+
+def _config_path() -> pathlib.Path:
+    return _config_dir() / "config.json"
+
+
+def load_config() -> dict[str, Any]:
+    """Load config from disk. Returns empty dict if file doesn't exist."""
+    path = _config_path()
+    if not path.exists():
+        return {}
+    try:
+        return json.loads(path.read_text())
+    except (json.JSONDecodeError, OSError):
+        return {}
+
+
+def save_config(config: dict[str, Any]) -> None:
+    """Save config to disk. Creates directory if needed."""
+    path = _config_path()
+    path.parent.mkdir(parents=True, exist_ok=True)
+    path.write_text(json.dumps(config, indent=2) + "\n")
+
+
+def get_stored_token() -> str | None:
+    """Get token from config file, or None if not set."""
+    return load_config().get("token")