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Changelog

All notable changes to wealthbox-cli are documented here.

This project uses Semantic Versioning.

1.0.2 — 2026-03-30

Changed

  • Redesigned comment handling — comments are now embedded in get commands
  • Added ID shorthand for resource lookups

1.0.1 — 2026-03-30

Changed

  • Updated README with API token instructions and config commands
  • Added deploy workflow documentation

1.0.0 — 2026-03-29

Added

  • Full CRUD for contacts (person, household, organization, trust), tasks, events, and notes
  • Household member management (add-member, remove-member)
  • Read/list access for users, activity, me, and categories
  • Type-specific contact creation subcommands: contacts add person|household|org|trust
  • --more-fields escape hatch for uncommon JSON fields on contacts, tasks, projects, opportunities, and workflows
  • Multiple output formats: json, table, csv, tsv via --format
  • Nested field flattening for tabular output (linked_to, email_addresses, tags, etc.)
  • Client-side filtering for fields the API doesn't support server-side (e.g. --assigned-to on contacts)
  • Category and custom field lookups (resource-scoped and workspace-level)
  • Token management via wbox config set-token|show|clear
  • Authentication via --token flag, WEALTHBOX_TOKEN env var, config file, or .env
  • Sliding-window rate limiter (300 req / 5-min window) with automatic retry on 429
  • GitHub Actions CI (lint + test across Python 3.11, 3.12, 3.13)
  • PyPI publishing via trusted publishers (OIDC)

0.8.5

Changed

  • Standardized CLI help text across all commands

0.8.4

Added

  • PyPI badges and install instructions

0.8.0

Added

  • Events CRUD support
  • Notes CRUD support (create, read, update — delete not supported by API)

0.7.0

Added

  • Tasks CRUD support
  • Task categories

0.6.0

Added

  • Household member management commands

0.5.0

Added

  • Contact CRUD operations
  • Contact categories and metadata lookups

0.4.0

Added

  • Output format support (--format json|table|csv|tsv)

0.3.0

Added

  • User listing and me command
  • Activity feed with cursor-based pagination

0.2.0

Added

  • Rate limiting (sliding-window, 300 req / 5-min)
  • Token configuration (--token, env var, .env)

0.1.0

Added

  • Initial release — basic Wealthbox API client with CLI scaffolding