release: prepare v2.0.0

CHANGELOG.md

@@ -0,0 +1,62 @@
+# Changelog
+
+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).
+
+## [2.0.0] - 2026-05-09
+
+v2 retires the Claude marketplace plugin distribution and ships `wbox` as a
+standalone binary plus a PyPI package. Existing v1 users must reinstall via the
+new bootstrap script or `pip install wealthbox-cli` — see Breaking below.
+
+### Breaking
+- **Retired the Claude marketplace plugin distribution.** `wbox` no longer
+  ships through the Claude marketplace. Install via `pip install wealthbox-cli`
+  or the bootstrap script (`curl -fsSL https://github.com/massive-value/wealthbox-cli/releases/latest/download/install.sh | sh`).
+  v1's `claude plugin install` flow is gone.
+- **Rewrote `install.sh` and `install.ps1`** to fetch a prebuilt binary from
+  GitHub Releases instead of detecting and preferring the Claude marketplace
+  plugin (#42, #43). The installers now verify a checksum manifest before
+  swapping the binary into place.
+- **Removed v1 distribution artifacts** — the in-repo plugin manifest and
+  marketplace metadata are deleted (#27).
+- **Dropped plugin-cache scanning** from the skill platform helpers; `wbox
+  doctor` and `wbox skills list` no longer probe Claude's plugin cache (#28).
+
+### Added
+- `wbox firm export` — end-to-end export of the configured firm's CRM data to
+  a portable JSON snapshot (#31).
+- `wbox firm import` with `--mode overwrite|merge|abort-on-conflict` and
+  `--from-url` for fetching a snapshot directly from a URL (#36, #46, #45).
+- `wbox firm diff` — diff a local snapshot against the live firm to preview
+  what an import would change (#47).
+- Post-import provenance metadata and a 90-day freshness warning surfaced by
+  `wbox doctor` (#48).
+- `wbox doctor` promoted to a top-level command, with a warning when the local
+  install is more than 30 days behind the latest GitHub release (#41).
+- `wbox self upgrade` — happy-path binary self-update (#32), Windows
+  deferred-swap support (#67), and a subprocess hand-off so a fresh `wbox`
+  upgrades bundled skills after the binary swap (#40).
+- `wbox prefs` — user-preferences slot for per-user defaults (#29).
+- Per-platform PyInstaller build + release workflow that publishes Linux,
+  macOS, and Windows binaries plus a checksum manifest to GitHub Releases (#33).
+- Skill-reference auto-generation markers across the bundled skill (#30, #85)
+  and a CI drift-detection job that fails when generated skill blocks fall out
+  of sync (#86).
+- Bootstrap Q&A skips the onboarding prompts when an imported firm snapshot
+  already carries an `onboarded_at` timestamp (#49).
+- `wbox firm apply` and `wbox doctor` now sweep stale `.old.<ts>` backup files
+  left behind by interrupted upgrades (#39).
+
+### Changed
+- Rewrote the README around the v2 install flow — bootstrap script first, PyPI
+  second, no marketplace path (#83).
+- Documented the three-layer config resolution (flag > env > config file) and
+  the new `prefs` commands inside the bundled skill (#34).
+
+### Fixed
+- `wbox self upgrade` now reads the checksum manifest under its release-asset
+  filename, fixing the post-#33 break (#82).
+- Pytest no longer clobbers the developer's real `~/.wbox_rate_limit.json`;
+  the rate-limit state file is isolated per test session (#56).

pyproject.toml

@@ -4,7 +4,7 @@ build-backend = "hatchling.build"
 
 [project]
 name = "wealthbox-cli"
-version = "1.5.1"
+version = "2.0.0"
 description = "CLI and client library for the Wealthbox CRM API"
 readme = "README.md"
 requires-python = ">=3.11"