wealthbox-cli 1.3.0__tar.gz → 1.4.0__tar.gz

{wealthbox_cli-1.3.0 → wealthbox_cli-1.4.0}/.claude-plugin/marketplace.json

@@ -10,7 +10,7 @@
       "name": "wealthbox-crm",
       "source": "./plugins/wealthbox-crm",
       "description": "Wealthbox CRM agent skill — natural-language CRM automation backed by the `wbox` CLI.",
-      "version": "1.2.0",
+      "version": "1.3.0",
       "category": "productivity",
       "tags": [
         "wealthbox",

{wealthbox_cli-1.3.0 → wealthbox_cli-1.4.0}/.codex-plugin/plugin.json

@@ -1,7 +1,7 @@
 {
   "name": "wealthbox-crm",
   "description": "Wealthbox CRM agent skill — drive contacts, tasks, notes, events, and households via natural language. Bundles SKILL.md, references, and firm-bootstrap workflow. Requires the `wbox` CLI (auto-install instructions in SKILL.md).",
-  "version": "1.2.0",
+  "version": "1.4.0",
   "author": "Kadin Bullock",
   "homepage": "https://github.com/massive-value/wealthbox-cli",
   "repository": "https://github.com/massive-value/wealthbox-cli",

{wealthbox_cli-1.3.0 → wealthbox_cli-1.4.0}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: wealthbox-cli
-Version: 1.3.0
+Version: 1.4.0
 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-1.3.0 → wealthbox_cli-1.4.0}/plugins/wealthbox-crm/.claude-plugin/plugin.json

@@ -1,7 +1,7 @@
 {
   "name": "wealthbox-crm",
   "description": "Wealthbox CRM agent skill — drive contacts, tasks, notes, events, and households via natural language. Bundles SKILL.md, references, and firm-bootstrap workflow. Requires the `wbox` CLI (auto-install instructions in SKILL.md).",
-  "version": "1.2.0",
+  "version": "1.4.0",
   "author": {
     "name": "Kadin Bullock"
   },

{wealthbox_cli-1.3.0 → wealthbox_cli-1.4.0}/pyproject.toml

@@ -4,7 +4,7 @@ build-backend = "hatchling.build"
 
 [project]
 name = "wealthbox-cli"
-version = "1.3.0"
+version = "1.4.0"
 description = "CLI and client library for the Wealthbox CRM API"
 readme = "README.md"
 requires-python = ">=3.11"

{wealthbox_cli-1.3.0 → wealthbox_cli-1.4.0}/src/wealthbox_tools/cli/_skill_platforms.py

@@ -1,5 +1,6 @@
 from __future__ import annotations
 
+import json
 import shutil
 from dataclasses import dataclass
 from pathlib import Path
@@ -23,18 +24,59 @@ class PluginInstall:
     These are managed by the host CLI (`claude plugin install ...` or the
     Codex equivalent) — `wbox skills install` does not write here, and
     `wbox skills uninstall` does not touch them.
+
+    `active` is True when the host's `installed_plugins.json` has a record
+    pointing at this version's installPath. Old/cached versions kept around
+    by the host for rollback report active=False. If the host has no
+    `installed_plugins.json` (e.g., older Claude Code, or a Codex setup that
+    hasn't shipped one yet), `active` defaults to True since we can't tell.
     """
     host: str        # 'claude-code-user' | 'claude-code-project' | 'codex'
     marketplace: str
     version: str
     skill_dir: Path
+    active: bool = True
 
 
 def _home() -> Path:
     return Path.home()
 
 
-def _scan_plugin_cache(cache_root: Path, host: str) -> list[PluginInstall]:
+def _read_active_install_paths(plugins_root: Path) -> set[Path] | None:
+    """Read <plugins_root>/installed_plugins.json and return the set of
+    install-path roots the host considers active across every scope.
+
+    Returns None when no state file exists — caller should treat every
+    discovered plugin as active in that case (we don't have enough info
+    to differentiate cached vs active).
+    """
+    state_file = plugins_root / "installed_plugins.json"
+    if not state_file.is_file():
+        return None
+    try:
+        data = json.loads(state_file.read_text(encoding="utf-8"))
+    except (json.JSONDecodeError, OSError):
+        return None
+    active: set[Path] = set()
+    for entries in (data.get("plugins") or {}).values():
+        if not isinstance(entries, list):
+            continue
+        for entry in entries:
+            install_path = entry.get("installPath")
+            if not install_path:
+                continue
+            try:
+                active.add(Path(install_path).resolve())
+            except OSError:
+                active.add(Path(install_path))
+    return active
+
+
+def _scan_plugin_cache(
+    cache_root: Path,
+    host: str,
+    active_paths: set[Path] | None,
+) -> list[PluginInstall]:
     """Find any `<marketplace>/<plugin-name>/<version>/skills/wealthbox-crm/`
     matches under a Claude Code- or Codex-style plugin cache root."""
     if not cache_root.is_dir():
@@ -50,13 +92,23 @@ def _scan_plugin_cache(cache_root: Path, host: str) -> list[PluginInstall]:
             if not version_dir.is_dir():
                 continue
             skill_dir = version_dir / "skills" / SKILL_NAME
-            if (skill_dir / "SKILL.md").is_file():
-                out.append(PluginInstall(
-                    host=host,
-                    marketplace=marketplace_dir.name,
-                    version=version_dir.name,
-                    skill_dir=skill_dir,
-                ))
+            if not (skill_dir / "SKILL.md").is_file():
+                continue
+            try:
+                version_dir_resolved = version_dir.resolve()
+            except OSError:
+                version_dir_resolved = version_dir
+            if active_paths is None:
+                is_active = True
+            else:
+                is_active = version_dir_resolved in active_paths
+            out.append(PluginInstall(
+                host=host,
+                marketplace=marketplace_dir.name,
+                version=version_dir.name,
+                skill_dir=skill_dir,
+                active=is_active,
+            ))
     return out
 
 
@@ -72,14 +124,17 @@ def detect_plugin_installs() -> list[PluginInstall]:
     home = _home()
     cwd = Path.cwd()
     candidates = [
-        (home / ".claude" / "plugins" / "cache", "claude-code-user"),
-        (cwd / ".claude" / "plugins" / "cache", "claude-code-project"),
-        (home / ".codex" / "plugins" / "cache", "codex"),
+        (home / ".claude" / "plugins", "claude-code-user"),
+        (cwd / ".claude" / "plugins", "claude-code-project"),
+        (home / ".codex" / "plugins", "codex"),
     ]
     installs: list[PluginInstall] = []
     seen: set[Path] = set()
-    for cache_root, host in candidates:
-        for pi in _scan_plugin_cache(cache_root, host=host):
+    for plugins_root, host in candidates:
+        active_paths = _read_active_install_paths(plugins_root)
+        for pi in _scan_plugin_cache(
+            plugins_root / "cache", host=host, active_paths=active_paths,
+        ):
             try:
                 key = pi.skill_dir.resolve()
             except OSError:

{wealthbox_cli-1.3.0 → wealthbox_cli-1.4.0}/src/wealthbox_tools/cli/_util.py

@@ -416,6 +416,32 @@ def build_resource_filter(
     return result
 
 
+async def resolve_category_id(
+    client: WealthboxClient, category_type: CategoryType, value: str
+) -> int:
+    """Resolve a category name or numeric string to an integer ID.
+
+    If `value` is purely digits, returns int(value) without an API call.
+    Otherwise fetches all categories of the given type and case-insensitively
+    matches `name`. Raises typer.BadParameter on miss with available names.
+    """
+    if value.isdigit():
+        return int(value)
+    data = await client.list_all_categories(category_type)
+    items = data.get(category_type.value, [])
+    target = value.strip().casefold()
+    for item in items:
+        if str(item.get("name", "")).casefold() == target:
+            return int(item["id"])
+    available = sorted(str(i["name"]) for i in items if i.get("name"))
+    label = category_type.value.replace("_", " ")
+    if available:
+        raise typer.BadParameter(
+            f"Unknown {label} value '{value}'. Available: {', '.join(available)}"
+        )
+    raise typer.BadParameter(f"No {label} configured in this workspace.")
+
+
 def parse_more_fields(more_fields: str, reserved: set[str]) -> dict[str, Any]:
     """Parse --more-fields JSON and validate against reserved keys.
 

{wealthbox_cli-1.3.0 → wealthbox_cli-1.4.0}/src/wealthbox_tools/cli/doctor.py

@@ -122,10 +122,14 @@ def run_doctor(token: str | None = None) -> int:
     if not plugin_installs:
         typer.echo("  (none detected)")
     else:
+        # Active first, then cached (descending version) so the live
+        # install is the first thing the eye lands on.
+        plugin_installs.sort(key=lambda p: (not p.active, p.version), reverse=False)
         for pi in plugin_installs:
+            status_label = "active" if pi.active else "cached"
             typer.echo(
                 f"  {pi.host:<22} plugin@{pi.marketplace:<18} "
-                f"version={pi.version:<10} {pi.skill_dir}"
+                f"version={pi.version:<8} {status_label:<7} {pi.skill_dir}"
             )
 
     # --- Firm data --------------------------------------------------------

{wealthbox_cli-1.3.0 → wealthbox_cli-1.4.0}/src/wealthbox_tools/cli/skills.py

@@ -70,11 +70,13 @@ def list_platforms() -> None:
             "installed" if installed else "not installed",
             template_version,
         ))
-    for pi in detect_plugin_installs():
+    plugin_installs = detect_plugin_installs()
+    plugin_installs.sort(key=lambda p: (not p.active, p.version))
+    for pi in plugin_installs:
         rows.append((
             f"plugin:{pi.host}",
             str(pi.skill_dir),
-            f"plugin@{pi.marketplace}",
+            f"plugin@{pi.marketplace} ({'active' if pi.active else 'cached'})",
             pi.version,
         ))
 

{wealthbox_cli-1.3.0 → wealthbox_cli-1.4.0}/src/wealthbox_tools/cli/tasks.py

@@ -25,6 +25,7 @@ from ._util import (
     make_resource_app,
     output_result,
     parse_more_fields,
+    resolve_category_id,
     run_client,
     run_client_with_comments,
     slim_comments,
@@ -47,7 +48,9 @@ _GET_JSON_FIELDS = [
     "category", "linked_to", "comments",
 ]
 
-_TASK_CREATE_RESERVED = {"name", "due_date", "frame", "priority", "assigned_to", "linked_to"}
+_TASK_CREATE_RESERVED = {
+    "name", "due_date", "frame", "priority", "assigned_to", "linked_to", "category", "description",
+}
 
 
 @app.command(
@@ -130,13 +133,18 @@ def add_task(
     ),
     frame: TaskFrame | None = typer.Option(None, "--frame", help="Friendly due timeframe"),
     priority: TaskPriority | None = typer.Option(None, "--priority", help="Low, Medium, or High"),
+    category: str | None = typer.Option(
+        None, "--category",
+        help="Task category by name or ID — see: wbox categories task-categories",
+    ),
+    description: str | None = typer.Option(None, "--description", help="Task description"),
     assigned_to: int | None = typer.Option(None, "--assigned-to", help="Assign to a user by ID"),
     contact: int | None = typer.Option(None, "--contact", help="Link to a Contact by ID"),
     project: int | None = typer.Option(None, "--project", help="Link to a Project by ID"),
     opportunity: int | None = typer.Option(None, "--opportunity", help="Link to an Opportunity by ID"),
     more_fields: str | None = typer.Option(
         None, "--more-fields",
-        help='JSON: {"category": 123, "complete": false, "assigned_to_team": 456, "description": "..."}',
+        help='JSON: {"complete": false, "assigned_to_team": 456}',
     ),
     token: str | None = typer.Option(None, envvar="WEALTHBOX_TOKEN", hidden=True),
     fmt: OutputFormat = typer.Option(OutputFormat.JSON, "--format"),
@@ -150,6 +158,7 @@ def add_task(
         "due_date": due_date,
         "frame": frame,
         "priority": priority,
+        "description": description,
         "assigned_to": assigned_to,
         "linked_to": build_linked_to(contact, project, opportunity),
     }
@@ -157,10 +166,14 @@ def add_task(
     if more_fields:
         payload.update(parse_more_fields(more_fields, _TASK_CREATE_RESERVED))
 
-    # Strip None before model construction (due_date XOR frame validator needs clean input)
-    input_model = TaskCreateInput(**{k: v for k, v in payload.items() if v is not None})
+    async def _create(client):  # type: ignore[no-untyped-def]
+        if category is not None:
+            payload["category"] = await resolve_category_id(client, CategoryType.TASK_CATEGORIES, category)
+        # Strip None before model construction (due_date XOR frame validator needs clean input)
+        clean = {k: v for k, v in payload.items() if v is not None}
+        return await client.create_task(TaskCreateInput(**clean))
 
-    output_result(run_client(token, lambda c: c.create_task(input_model)), fmt)
+    output_result(run_client(token, _create), fmt)
 
 
 @app.command("update", help="Update an existing task. Pass only the fields you want to change.")
@@ -171,6 +184,10 @@ def update_task(
     due_date: str | None = typer.Option(None, "--due-date", help="ISO 8601 datetime, e.g. '2026-04-01T09:00:00-07:00'"),
     frame: TaskFrame | None = typer.Option(None, "--frame", help="Friendly due timeframe"),
     priority: TaskPriority | None = typer.Option(None, "--priority", help="Low, Medium, or High"),
+    category: str | None = typer.Option(
+        None, "--category",
+        help="Task category by name or ID — see: wbox categories task-categories",
+    ),
     assigned_to: int | None = typer.Option(None, "--assigned-to", help="Reassign to a user by ID"),
     complete: bool | None = typer.Option(None, "--complete/--no-complete", help="Mark as complete or incomplete"),
     description: str | None = typer.Option(None, "--description"),
@@ -193,9 +210,13 @@ def update_task(
     linked = build_linked_to(contact, project, opportunity)
     if linked is not None:
         payload["linked_to"] = linked
-    input_model = TaskUpdateInput(**payload)
 
-    output_result(run_client(token, lambda c: c.update_task(task_id, input_model)), fmt)
+    async def _update(client):  # type: ignore[no-untyped-def]
+        if category is not None:
+            payload["category"] = await resolve_category_id(client, CategoryType.TASK_CATEGORIES, category)
+        return await client.update_task(task_id, TaskUpdateInput(**payload))
+
+    output_result(run_client(token, _update), fmt)
 
 
 @app.command("delete", help="Delete a task by ID.")

{wealthbox_cli-1.3.0 → wealthbox_cli-1.4.0}/src/wealthbox_tools/skills/wealthbox-crm/references/tasks.md

@@ -46,11 +46,13 @@ wbox tasks add <NAME> [OPTIONS]
 | `--due-date` | STR | Due date (XOR with --frame) |
 | `--frame` | today\|tomorrow\|this-week\|next-week\|this-month\|next-month\|... | Relative due date (XOR with --due-date) |
 | `--priority` | Low\|Medium\|High | Priority level |
+| `--category` | STR | Task category by name or ID (e.g. "Follow-up"). See `wbox categories task-categories`. |
+| `--description` | STR | Task description |
 | `--assigned-to` | INT | Assign to user ID |
 | `--contact` | INT | Link to contact |
 | `--project` | INT | Link to project |
 | `--opportunity` | INT | Link to opportunity |
-| `--more-fields` | JSON | e.g. `{"category": 123, "description": "..."}` |
+| `--more-fields` | JSON | e.g. `{"complete": false, "assigned_to_team": 456}` |
 | `--format` | json\|table\|csv\|tsv | Output format |
 
 **Note:** `--due-date` and `--frame` are mutually exclusive. Use `--frame` for relative dates.
@@ -67,6 +69,7 @@ wbox tasks update <ID> [OPTIONS]
 | `--due-date` | STR | Change due date |
 | `--frame` | STR | Change relative due date |
 | `--priority` | Low\|Medium\|High | Change priority |
+| `--category` | STR | Task category by name or ID. See `wbox categories task-categories`. |
 | `--assigned-to` | INT | Reassign |
 | `--complete` / `--no-complete` | flag | Mark complete/incomplete |
 | `--description` | STR | Update description |