wealthbox-cli 1.1.2__tar.gz → 1.1.5__tar.gz

{wealthbox_cli-1.1.2 → wealthbox_cli-1.1.5}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: wealthbox-cli
-Version: 1.1.2
+Version: 1.1.5
 Summary: CLI and client library for the Wealthbox CRM API
 Project-URL: Homepage, https://github.com/massive-value/wealthbox-cli
 Project-URL: Documentation, https://massive-value.github.io/wealthbox-cli/

{wealthbox_cli-1.1.2 → wealthbox_cli-1.1.5}/docs/changelog.md

@@ -6,6 +6,27 @@ This project uses [Semantic Versioning](https://semver.org/).
 
 ---
 
+## [1.1.5](https://github.com/massive-value/wealthbox-cli/releases/tag/v1.1.5) — 2026-05-01
+
+### Fixed
+- `wbox skills install`, `wbox skills bootstrap`, and `wbox skills refresh` now honor every token source the rest of the CLI does. Previously these commands only looked at the `--token` flag and `WEALTHBOX_TOKEN` env var, ignoring tokens stored via `wbox config set-token` and `.env` files. Users running `wbox skills install` after `wbox config set-token` saw "Wealthbox token required" errors despite having a token set.
+- The "token required" error message now lists every supported source (flag, env var, config file, `.env`).
+
+### Added
+- `wbox skills install` accepts `--token` (matching `bootstrap`, `refresh`, and `doctor`), so a token can be supplied inline for the post-install bootstrap step.
+
+---
+
+## [1.1.4](https://github.com/massive-value/wealthbox-cli/releases/tag/v1.1.4) — 2026-05-01
+
+### Added
+- Workspace-level aliases for every resource-scoped category lookup. `wbox categories contact-types`, `wbox categories contact-roles`, `wbox categories event-categories`, `wbox categories task-categories`, and the rest now work alongside their existing `wbox <resource> categories` forms. Both routes call the same API endpoint.
+
+### Docs
+- Skill references (`lookups.md`, `contacts.md`) and `docs/cli-reference.md` updated to surface the workspace-level form as the primary listing.
+
+---
+
 ## [1.0.2](https://github.com/massive-value/wealthbox-cli/releases/tag/v1.0.2) — 2026-03-30
 
 ### Changed

{wealthbox_cli-1.1.2 → wealthbox_cli-1.1.5}/docs/cli-reference.md

@@ -343,7 +343,18 @@ wbox categories opportunity-stages
 wbox categories opportunity-pipelines
 wbox categories investment-objectives
 wbox categories financial-account-types
-```
+wbox categories contact-types
+wbox categories contact-sources
+wbox categories email-types
+wbox categories phone-types
+wbox categories address-types
+wbox categories website-types
+wbox categories contact-roles
+wbox categories event-categories
+wbox categories task-categories
+```
+
+The contact category types (contact-types, contact-sources, email-types, phone-types, address-types, website-types, contact-roles) are also reachable under `wbox contacts categories <name>`. `wbox events categories` and `wbox tasks categories` are aliases for `wbox categories event-categories` and `wbox categories task-categories`. Both forms call the same API endpoint.
 
 ### Custom Fields
 

{wealthbox_cli-1.1.2 → wealthbox_cli-1.1.5}/pyproject.toml

@@ -4,7 +4,7 @@ build-backend = "hatchling.build"
 
 [project]
 name = "wealthbox-cli"
-version = "1.1.2"
+version = "1.1.5"
 description = "CLI and client library for the Wealthbox CRM API"
 readme = "README.md"
 requires-python = ">=3.11"

{wealthbox_cli-1.1.2 → wealthbox_cli-1.1.5}/src/wealthbox_tools/cli/_skill_bootstrap.py

@@ -187,6 +187,20 @@ def update_firm_meta(
     write_meta(skill_dir, meta)
 
 
+def copy_firm_meta(src_skill_dir: Path, dst_skill_dir: Path) -> bool:
+    """Copy the firm section of _meta.json from src to dst, preserving dst's template.
+
+    Returns True if a firm section was copied, False if src had none.
+    """
+    src_firm = read_meta(src_skill_dir).get("firm")
+    if not src_firm:
+        return False
+    dst_meta = read_meta(dst_skill_dir)
+    dst_meta["firm"] = src_firm
+    write_meta(dst_skill_dir, dst_meta)
+    return True
+
+
 # --------------------------------------------------------------------------- #
 # Orchestrator                                                                 #
 # --------------------------------------------------------------------------- #
@@ -198,6 +212,8 @@ from importlib.metadata import version as _pkg_version  # noqa: E402
 from wealthbox_tools.client import WealthboxClient  # noqa: E402
 from wealthbox_tools.models import CategoryListQuery, CategoryType, DocumentType  # noqa: E402
 
+from ._util import get_client  # noqa: E402
+
 
 @dataclass
 class BootstrapResult:
@@ -250,7 +266,7 @@ def bootstrap_skill_dir(
     firm_dir.mkdir(parents=True, exist_ok=True)
 
     async def _run() -> tuple[dict, dict, list, dict]:
-        async with WealthboxClient(token=token) as client:
+        async with get_client(token) as client:
             return await _fetch_all(client)
 
     categories, custom_fields, users, firm_identity = asyncio.run(_run())

{wealthbox_cli-1.1.2 → wealthbox_cli-1.1.5}/src/wealthbox_tools/cli/_util.py

@@ -62,6 +62,12 @@ def get_client(token: str | None = None) -> WealthboxClient:
             token = os.environ.get("WEALTHBOX_TOKEN")
         except ImportError:
             pass
+    if not token:
+        raise ValueError(
+            "Wealthbox token required. Provide one via any of: "
+            "--token flag, WEALTHBOX_TOKEN env var, "
+            "`wbox config set-token`, or a .env file in the working directory."
+        )
     return WealthboxClient(token=token)
 
 

{wealthbox_cli-1.1.2 → wealthbox_cli-1.1.5}/src/wealthbox_tools/cli/categories.py

@@ -26,6 +26,27 @@ app.command("investment-objectives", help="List investment objective options.")(
 app.command("financial-account-types", help="List financial account type options.")(
     make_category_command(CategoryType.FINANCIAL_ACCOUNT_TYPES)
 )
+app.command("contact-types", help="List contact type options.")(make_category_command(CategoryType.CONTACT_TYPES))
+app.command("contact-sources", help="List contact source options.")(
+    make_category_command(CategoryType.CONTACT_SOURCES)
+)
+app.command("email-types", help="List email type options.")(make_category_command(CategoryType.EMAIL_TYPES))
+app.command("phone-types", help="List phone type options.")(make_category_command(CategoryType.PHONE_TYPES))
+app.command("address-types", help="List address type options.")(
+    make_category_command(CategoryType.ADDRESS_TYPES)
+)
+app.command("website-types", help="List website type options.")(
+    make_category_command(CategoryType.WEBSITE_TYPES)
+)
+app.command("contact-roles", help="List contact role options.")(
+    make_category_command(CategoryType.CONTACT_ROLES)
+)
+app.command("event-categories", help="List event category options.")(
+    make_category_command(CategoryType.EVENT_CATEGORIES)
+)
+app.command("task-categories", help="List task category options.")(
+    make_category_command(CategoryType.TASK_CATEGORIES)
+)
 
 
 @app.command("custom-fields", help="List custom field categories. Optionally filter by document type.")

{wealthbox_cli-1.1.2 → wealthbox_cli-1.1.5}/src/wealthbox_tools/cli/skills.py

@@ -8,7 +8,7 @@ from pathlib import Path
 
 import typer
 
-from ._skill_bootstrap import read_meta, update_template_meta
+from ._skill_bootstrap import copy_firm_meta, read_meta, update_template_meta
 from ._skill_platforms import (
     Platform,
     SkillInstallError,
@@ -98,6 +98,7 @@ def install_cmd(
     ),
     force: bool = typer.Option(False, "--force", help="Overwrite existing install."),
     no_bootstrap: bool = typer.Option(False, "--no-bootstrap", help="Skip the post-install bootstrap prompt."),
+    token: str | None = typer.Option(None, envvar="WEALTHBOX_TOKEN", hidden=True),
 ) -> None:
     targets = _resolve_platforms(platforms_flag) if platforms_flag else _prompt_platforms()
 
@@ -122,7 +123,7 @@ def install_cmd(
         if typer.confirm("Run 'wbox skills bootstrap' now?", default=True):
             from ._skill_bootstrap import bootstrap_skill_dir
             for target in targets:
-                bootstrap_skill_dir(skill_dir(target), token=None, generated_only=False)
+                bootstrap_skill_dir(skill_dir(target), token=token, generated_only=False)
                 typer.echo(f"OK bootstrapped {target.id}")
 
 
@@ -376,7 +377,12 @@ def sync_cmd(
         )
         raise typer.Exit(code=2)
 
-    others = [p for p in installed if p.id != source.id]
+    src_resolved = skill_dir(source).resolve()
+
+    def _is_same_path(p: Platform) -> bool:
+        return skill_dir(p).resolve() == src_resolved
+
+    others = [p for p in installed if p.id != source.id and not _is_same_path(p)]
 
     if all_targets and target_ids:
         typer.echo("Error: --all-targets and --target are mutually exclusive.", err=True)
@@ -387,8 +393,12 @@ def sync_cmd(
     elif target_ids:
         targets = _resolve_platforms(target_ids)
         for t in targets:
-            if t.id == source.id:
-                typer.echo(f"Error: target {t.id!r} is the same as the source.", err=True)
+            if t.id == source.id or _is_same_path(t):
+                typer.echo(
+                    f"Error: target {t.id!r} is the same as the source "
+                    f"(resolves to {src_resolved}).",
+                    err=True,
+                )
                 raise typer.Exit(code=2)
             if not is_installed(t):
                 typer.echo(f"Error: target {t.id!r} is not installed.", err=True)
@@ -425,7 +435,11 @@ def sync_cmd(
         tgt_firm = skill_dir(t) / "firm"
         tgt_firm.mkdir(parents=True, exist_ok=True)
         shutil.copytree(src_firm, tgt_firm, dirs_exist_ok=True)
-        typer.echo(f"OK synced {len(src_files)} files: {source.id} -> {t.id}")
+        meta_copied = copy_firm_meta(skill_dir(source), skill_dir(t))
+        meta_note = "" if meta_copied else " (no _meta.json firm section on source)"
+        typer.echo(
+            f"OK synced {len(src_files)} files: {source.id} -> {t.id}{meta_note}"
+        )
 
 
 @app.command("uninstall", help="Remove the wealthbox-crm skill from a platform.")

{wealthbox_cli-1.1.2 → wealthbox_cli-1.1.5}/src/wealthbox_tools/skills/wealthbox-crm/references/contacts.md

@@ -122,6 +122,8 @@ No output on success.
 
 ## Contact Categories
 
+Each of these is also available at the workspace level via `wbox categories <name>` — both forms return the same data.
+
 ```bash
 wbox contacts categories contact-types
 wbox contacts categories contact-sources

{wealthbox_cli-1.1.2 → wealthbox_cli-1.1.5}/src/wealthbox_tools/skills/wealthbox-crm/references/lookups.md

@@ -36,7 +36,9 @@ wbox activity list [OPTIONS]
 
 **Important:** Activity uses cursor-based pagination, NOT `--page`/`--per-page`. Use the cursor value from the previous response for the next page.
 
-## Workspace-Level Categories
+## Categories
+
+Every category type is available under `wbox categories <name>`. The full set:
 
 ```bash
 wbox categories tags
@@ -45,16 +47,19 @@ wbox categories opportunity-stages
 wbox categories opportunity-pipelines
 wbox categories investment-objectives
 wbox categories financial-account-types
+wbox categories contact-types
+wbox categories contact-sources
+wbox categories email-types
+wbox categories phone-types
+wbox categories address-types
+wbox categories website-types
+wbox categories contact-roles
+wbox categories event-categories
+wbox categories task-categories
 wbox categories custom-fields [--document-type STR] [--page INT] [--per-page INT] [--format ...]
 ```
 
-## Resource-Scoped Categories
-
-```bash
-wbox contacts categories {contact-types|contact-sources|email-types|phone-types|address-types|website-types|contact-roles}
-wbox events categories
-wbox tasks categories
-```
+The contact-related types are also reachable as aliases under `wbox contacts categories <name>` (contact-types, contact-sources, email-types, phone-types, address-types, website-types, contact-roles). Likewise, `wbox events categories` and `wbox tasks categories` are aliases for `wbox categories event-categories` and `wbox categories task-categories`. Either form returns the same data.
 
 ## Examples
 
@@ -69,5 +74,5 @@ wbox users list --format table
 wbox activity list --contact 12345 --format table
 
 # Look up valid contact types
-wbox contacts categories contact-types
+wbox categories contact-types
 ```