wealthbox-cli 2.1.0__tar.gz → 2.2.1__tar.gz

{wealthbox_cli-2.1.0 → wealthbox_cli-2.2.1}/.github/workflows/ci.yml

@@ -11,8 +11,8 @@ jobs:
   lint:
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/checkout@v4
-      - uses: astral-sh/setup-uv@v6
+      - uses: actions/checkout@v6
+      - uses: astral-sh/setup-uv@v8.1.0
         with:
           python-version: "3.12"
       - run: uv sync --extra dev
@@ -24,8 +24,8 @@ jobs:
       matrix:
         python-version: ["3.11", "3.12", "3.13"]
     steps:
-      - uses: actions/checkout@v4
-      - uses: astral-sh/setup-uv@v6
+      - uses: actions/checkout@v6
+      - uses: astral-sh/setup-uv@v8.1.0
         with:
           python-version: ${{ matrix.python-version }}
       - run: uv sync --extra dev
@@ -35,8 +35,8 @@ jobs:
     needs: [lint, test]
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/checkout@v4
-      - uses: astral-sh/setup-uv@v6
+      - uses: actions/checkout@v6
+      - uses: astral-sh/setup-uv@v8.1.0
         with:
           python-version: "3.12"
       - run: uv sync --extra dev
@@ -51,8 +51,8 @@ jobs:
       id-token: write
     environment: pypi
     steps:
-      - uses: actions/checkout@v4
-      - uses: astral-sh/setup-uv@v6
+      - uses: actions/checkout@v6
+      - uses: astral-sh/setup-uv@v8.1.0
         with:
           python-version: "3.12"
       - run: uv build

{wealthbox_cli-2.1.0 → wealthbox_cli-2.2.1}/.github/workflows/docs.yml

@@ -18,14 +18,15 @@ jobs:
   build:
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/checkout@v4
-      - uses: actions/setup-python@v5
+      - uses: actions/checkout@v6
+      - uses: actions/setup-python@v6
         with:
           python-version: "3.12"
       - run: pip install mkdocs-material
       - run: cp CONTRIBUTING.md docs/contributing.md
+      - run: cp CHANGELOG.md docs/changelog.md
       - run: mkdocs build --strict
-      - uses: actions/upload-pages-artifact@v3
+      - uses: actions/upload-pages-artifact@v5
         with:
           path: site/
 
@@ -37,4 +38,4 @@ jobs:
       url: ${{ steps.deployment.outputs.page_url }}
     steps:
       - id: deployment
-        uses: actions/deploy-pages@v4
+        uses: actions/deploy-pages@v5

{wealthbox_cli-2.1.0 → wealthbox_cli-2.2.1}/CHANGELOG.md

@@ -4,6 +4,53 @@ All notable changes to `wealthbox-cli` are documented here. The format follows
 [Keep a Changelog](https://keepachangelog.com/en/1.1.0/), and this project
 adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
 
+## [2.2.1] - 2026-05-13
+
+Bug-fix release. `wbox self upgrade` was silently no-op'ing for users who
+installed `wbox` via `uv tool install` or `pipx`: it computed the install root
+from `sys.executable` (the venv's `python.exe`) and tried to swap the
+console-script shim there, but `~/.local/bin/wbox.exe` (or pipx's equivalent)
+is a separate copy uv/pipx made — replacing the venv-side shim never changed
+what `PATH` resolved.
+
+### Fixed
+- `wbox self upgrade` now detects the install kind (`bundle` / `uv-tool` /
+  `pipx` / `pip`) up front. Non-bundle installs exit `1` with the correct
+  follow-up command (`uv tool upgrade wealthbox-cli`, `pipx upgrade
+  wealthbox-cli`, or `pip install --upgrade wealthbox-cli`) instead of
+  scheduling a swap that would never take effect on `PATH`.
+
+## [2.2.0] - 2026-05-13
+
+Small feature + correctness release. Disambiguates the two IDs returned by
+`wbox me`, fixes a silent truncation in `wbox users list` on large firms, and
+clears Node 20 deprecation warnings from CI ahead of GitHub's June 2026 cutoff.
+
+### Added
+- `wbox me user-id` — prints `current_user.id` (the workspace user ID accepted
+  by `--assigned-to`) as a bare integer, for composing with command
+  substitution: `wbox tasks list --assigned-to "$(wbox me user-id)"` (#90, #91).
+- `wbox me --format table` now labels the two IDs as `login_id` and
+  `user_id (--assigned-to)` so they aren't confusable at a glance. The JSON
+  shape is unchanged — no breaking change for existing scripts (#91).
+- Skill docs (`lookups.md`, `tasks.md`, `contacts.md`) flag the two-ID trap
+  inline near `--assigned-to`.
+
+### Fixed
+- `wbox users list` now paginates across all pages. Previously, firms with
+  more than 25 users silently saw a truncated list — the CLI exposes no
+  `--page` flag, so there was no manual workaround.
+- mkdocs docs deploy was failing on every main push because `docs/index.md`
+  linked to a missing `changelog.md`. `CHANGELOG.md` is now staged into
+  `docs/` at build time and listed in nav (#92).
+
+### Changed
+- CI actions bumped to Node 24 runtimes ahead of GitHub's June 2 2026 cutoff:
+  `actions/checkout` v4→v6, `astral-sh/setup-uv` v6→v8.1.0 (pinned exact —
+  setup-uv v8+ no longer publishes rolling major tags as a supply-chain
+  mitigation), `actions/setup-python` v5→v6, `actions/deploy-pages` v4→v5,
+  `actions/upload-pages-artifact` v3→v5 (#92, #93).
+
 ## [2.1.0] - 2026-05-09
 
 Repository simplification release. Drops a runtime dep, retires `.env` support,

{wealthbox_cli-2.1.0 → wealthbox_cli-2.2.1}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: wealthbox-cli
-Version: 2.1.0
+Version: 2.2.1
 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-2.1.0 → wealthbox_cli-2.2.1}/mkdocs.yml

@@ -59,6 +59,7 @@ nav:
   - Getting Started: getting-started.md
   - CLI Reference: cli-reference.md
   - Contributing: contributing.md
+  - Changelog: changelog.md
 
 extra:
   social:

{wealthbox_cli-2.1.0 → wealthbox_cli-2.2.1}/pyproject.toml

@@ -4,7 +4,7 @@ build-backend = "hatchling.build"
 
 [project]
 name = "wealthbox-cli"
-version = "2.1.0"
+version = "2.2.1"
 description = "CLI and client library for the Wealthbox CRM API"
 readme = "README.md"
 requires-python = ">=3.11"

wealthbox_cli-2.2.1/src/wealthbox_tools/cli/me.py

@@ -0,0 +1,68 @@
+from __future__ import annotations
+
+from typing import Any
+
+import typer
+
+from ._util import (
+    OutputFormat,
+    _flatten_record,
+    _render_kv_table,
+    handle_errors,
+    output_result,
+    run_client,
+)
+
+app = typer.Typer(
+    context_settings={"help_option_names": ["-h", "--help"]},
+    help="Show info about the current authenticated user.",
+)
+
+
+def _relabel_for_table(data: dict[str, Any]) -> dict[str, Any]:
+    """Rename top-level `id` to `login_id` and add `user_id (--assigned-to)`
+    so the two IDs aren't confusable in tabular output.
+
+    The top-level `id` is a login profile (not usable for `--assigned-to`);
+    `current_user.id` is the workspace user ID that filters accept.
+    """
+    relabeled: dict[str, Any] = {}
+    for key, value in data.items():
+        relabeled["login_id" if key == "id" else key] = value
+    current_user = data.get("current_user")
+    if isinstance(current_user, dict) and "id" in current_user:
+        relabeled["user_id (--assigned-to)"] = current_user["id"]
+    return relabeled
+
+
+@app.callback(
+    invoke_without_command=True,
+    help="Show info about the current authenticated user. Use subcommands for more specific info.",
+)
+@handle_errors
+def get_me(
+    ctx: typer.Context,
+    token: str | None = typer.Option(None, envvar="WEALTHBOX_TOKEN", hidden=True),
+    fmt: OutputFormat = typer.Option(OutputFormat.JSON, "--format"),
+) -> None:
+    if ctx.invoked_subcommand is not None:
+        return
+    data = run_client(token, lambda c: c.get_me())
+    if fmt == OutputFormat.TABLE and isinstance(data, dict):
+        # Bypass output_result's collection-detection heuristic: once we drop
+        # the top-level `id` key, it would mistake `users[]` for a collection.
+        typer.echo(_render_kv_table(_flatten_record(_relabel_for_table(data))))
+        return
+    output_result(data, fmt)
+
+
+@app.command("user-id", help="Print the workspace user ID (for --assigned-to) as a bare integer.")
+@handle_errors
+def user_id(
+    token: str | None = typer.Option(None, envvar="WEALTHBOX_TOKEN", hidden=True),
+) -> None:
+    data = run_client(token, lambda c: c.get_me())
+    current_user = data.get("current_user") if isinstance(data, dict) else None
+    if not isinstance(current_user, dict) or "id" not in current_user:
+        raise ValueError("`current_user.id` missing from /me response; cannot determine user ID.")
+    typer.echo(current_user["id"])

{wealthbox_cli-2.1.0 → wealthbox_cli-2.2.1}/src/wealthbox_tools/cli/self_cmd.py

@@ -37,8 +37,29 @@ def _default_install_root() -> Path:
     return Path(sys.executable).resolve().parent
 
 
+_NON_BUNDLE_UPGRADE_HINTS = {
+    "uv-tool": "uv tool upgrade wealthbox-cli",
+    "pipx": "pipx upgrade wealthbox-cli",
+    "pip": "pip install --upgrade wealthbox-cli",
+}
+
+
 @app.command("upgrade", help="Upgrade the `wbox` CLI to the latest GitHub release.")
 def upgrade_cmd() -> None:
+    kind = self_upgrade._install_kind()
+    if kind != "bundle":
+        # The frozen-bundle swap would either silently no-op (uv copies the
+        # shim to ~/.local/bin so replacing the venv-side shim doesn't change
+        # what PATH resolves) or wedge the venv. Refuse before downloading.
+        hint = _NON_BUNDLE_UPGRADE_HINTS.get(kind, _NON_BUNDLE_UPGRADE_HINTS["pip"])
+        typer.echo(
+            "wbox self upgrade only swaps the standalone binary from "
+            "install.ps1.",
+            err=True,
+        )
+        typer.echo(f"This wbox was installed via {kind} — run: {hint}", err=True)
+        raise typer.Exit(code=1)
+
     candidate = self_upgrade.check()
     if candidate is None:
         typer.echo("Already on the latest version.")

{wealthbox_cli-2.1.0 → wealthbox_cli-2.2.1}/src/wealthbox_tools/self_upgrade.py

@@ -51,6 +51,7 @@ __all__ = [
     "check_release_staleness",
     "apply",
     "_cleanup_stale_backups",
+    "_install_kind",
 ]
 
 _RELEASES_LATEST_URL = (
@@ -139,6 +140,35 @@ def _running_version() -> str:
     return __version__
 
 
+def _install_kind() -> str:
+    """Classify how the running ``wbox`` was installed.
+
+    The :func:`apply` swap is only correct for the standalone PyInstaller
+    bundle that ``install.ps1`` ships. Under uv / pipx / pip the install is
+    a tiny console-script shim around a venv; replacing it with a frozen
+    binary would either silently no-op (PATH points at a copy uv made
+    elsewhere, e.g. ``~/.local/bin/wbox.exe``) or wedge the venv on the
+    next ``uv tool sync``. The gate in :mod:`cli.self_cmd` consults this
+    classifier to refuse with a clear "use <installer> instead" message.
+
+    Returns one of:
+
+    - ``"bundle"`` — frozen PyInstaller EXE (``sys.frozen`` is set).
+    - ``"uv-tool"`` — ``sys.executable`` lives under a ``uv/tools/`` venv.
+    - ``"pipx"`` — ``sys.executable`` lives under a ``pipx/`` venv.
+    - ``"pip"`` — anything else (ordinary pip/venv install).
+    """
+    if getattr(sys, "frozen", False):
+        return "bundle"
+    parts = [p.lower() for p in Path(sys.executable).resolve().parts]
+    for i in range(len(parts) - 1):
+        if parts[i] == "uv" and parts[i + 1] == "tools":
+            return "uv-tool"
+    if "pipx" in parts:
+        return "pipx"
+    return "pip"
+
+
 # ---------------------------------------------------------------------------
 # Internal helpers
 # ---------------------------------------------------------------------------

{wealthbox_cli-2.1.0 → wealthbox_cli-2.2.1}/src/wealthbox_tools/skills/wealthbox-crm/references/contacts.md

@@ -20,7 +20,7 @@ wbox contacts list [OPTIONS]
 | `--household-title` | STR | Filter by household title |
 | `--tags` | STR | Comma-separated tag names |
 | `--order` | asc\|desc | Sort order |
-| `--assigned-to` | INT | User ID (fetches all pages, client-side filter) |
+| `--assigned-to` | INT | User ID (fetches all pages, client-side filter). Get yours via `wbox me user-id`, **not** `wbox me \| jq .id` (that's the login profile, which silently returns zero results). |
 | `--updated-since` | ISO datetime | Modified after this datetime |
 | `--updated-before` | ISO datetime | Modified before this datetime |
 | `--deleted-since` | ISO datetime | Deleted after this datetime |

{wealthbox_cli-2.1.0 → wealthbox_cli-2.2.1}/src/wealthbox_tools/skills/wealthbox-crm/references/lookups.md

@@ -6,10 +6,35 @@ Read-only resources: categories, users, activity feed, and current user info.
 
 ```bash
 wbox me [--format json|table|csv|tsv]
+wbox me user-id
 ```
 
 Returns info about the authenticated user. Good for verifying token setup and getting your user ID.
 
+### Two IDs — don't confuse them
+
+`wbox me` returns two distinct ID fields, and they are NOT interchangeable:
+
+| JSON field | What it is | Use for `--assigned-to`? |
+|------------|------------|--------------------------|
+| top-level `id` | Login profile ID (one per Wealthbox account, across workspaces) | **No** |
+| `current_user.id` (also `users[].id` for the active workspace) | Workspace user ID | **Yes** |
+
+Filters like `--assigned-to`, `--assigned-to-team`, and `--created-by` expect the workspace user ID. Passing the top-level `id` returns zero results silently — the API just ignores the filter.
+
+The safe ways to get your workspace user ID:
+
+```bash
+wbox me user-id              # prints just the integer, ready for shell substitution
+wbox me --format table       # labels the rows `login_id` vs `user_id (--assigned-to)`
+```
+
+Composing it:
+
+```bash
+wbox tasks list --assigned-to "$(wbox me user-id)"
+```
+
 ## Users
 
 ```bash
@@ -64,7 +89,10 @@ The contact-related types are also reachable as aliases under `wbox contacts cat
 ## Examples
 
 ```bash
-# Get your user ID
+# Get your workspace user ID (for --assigned-to)
+wbox me user-id
+
+# Or see both IDs side by side
 wbox me --format table
 
 # Find a user ID for assignment

{wealthbox_cli-2.1.0 → wealthbox_cli-2.2.1}/src/wealthbox_tools/skills/wealthbox-crm/references/tasks.md

@@ -13,7 +13,7 @@ wbox tasks list [OPTIONS]
 | `--contact` | INT | Filter by linked contact ID |
 | `--project` | INT | Filter by linked project ID |
 | `--opportunity` | INT | Filter by linked opportunity ID |
-| `--assigned-to` | INT | Filter by assigned user ID |
+| `--assigned-to` | INT | Filter by assigned user ID — get yours via `wbox me user-id`, **not** `wbox me \| jq .id` (that's the login profile, which silently returns zero results). |
 | `--assigned-to-team` | INT | Filter by assigned team ID |
 | `--created-by` | INT | Filter by creator user ID |
 | `--include-completed` | flag | Include completed tasks (default: outstanding only) |

{wealthbox_cli-2.1.0 → wealthbox_cli-2.2.1}/uv.lock

@@ -602,7 +602,7 @@ wheels = [
 
 [[package]]
 name = "wealthbox-cli"
-version = "2.1.0"
+version = "2.2.0"
 source = { editable = "." }
 dependencies = [
     { name = "httpx" },

wealthbox_cli-2.1.0/src/wealthbox_tools/cli/me.py

@@ -1,25 +0,0 @@
-from __future__ import annotations
-
-import typer
-
-from ._util import OutputFormat, handle_errors, output_result, run_client
-
-app = typer.Typer(
-    context_settings={"help_option_names": ["-h", "--help"]},
-    help="Show info about the current authenticated user.",
-)
-
-
-@app.callback(
-    invoke_without_command=True,
-    help="Show info about the current authenticated user. Use subcommands for more specific info.",
-)
-@handle_errors
-def get_me(
-    ctx: typer.Context,
-    token: str | None = typer.Option(None, envvar="WEALTHBOX_TOKEN", hidden=True),
-    fmt: OutputFormat = typer.Option(OutputFormat.JSON, "--format"),
-) -> None:
-    if ctx.invoked_subcommand is not None:
-        return
-    output_result(run_client(token, lambda c: c.get_me()), fmt)