fin-infra 0.1.58__py3-none-any.whl → 0.1.60__py3-none-any.whl

fin_infra/__init__.py

@@ -4,8 +4,19 @@ Public surface is intentionally small at this stage. Import from submodules for
 specific domains (clients, models, markets, credit).
 """
 
+from .exceptions import (
+    FinInfraError,
+    ProviderError,
+    ProviderNotFoundError,
+    ValidationError,
+)
 from .version import __version__
 
 __all__ = [
     "__version__",
+    # Base errors
+    "FinInfraError",
+    "ProviderError",
+    "ProviderNotFoundError",
+    "ValidationError",
 ]

fin_infra/analytics/spending.py

@@ -44,6 +44,7 @@ Examples:
 
 from collections import defaultdict
 from datetime import timedelta
+from decimal import Decimal
 from typing import Optional
 
 from fin_infra.analytics.models import (
@@ -132,7 +133,7 @@ async def analyze_spending(
         ]
 
     # Calculate top merchants
-    merchant_totals: dict[str, float] = defaultdict(float)
+    merchant_totals: dict[str, Decimal] = defaultdict(Decimal)
     for t in expense_transactions:
         merchant = _extract_merchant_name(t.description or "Unknown")
         merchant_totals[merchant] += abs(t.amount)
@@ -142,7 +143,7 @@ async def analyze_spending(
     ]  # Top 10 merchants
 
     # Calculate category breakdown
-    category_totals: dict[str, float] = defaultdict(float)
+    category_totals: dict[str, Decimal] = defaultdict(Decimal)
     for t in expense_transactions:
         category = _get_transaction_category(t)
         category_totals[category] += abs(t.amount)
@@ -261,7 +262,7 @@ def _get_transaction_category(transaction: Transaction) -> str:
 
 async def _calculate_spending_trends(
     user_id: str,
-    current_category_totals: dict[str, float],
+    current_category_totals: dict[str, Decimal],
     current_period_days: int,
     banking_provider=None,
     categorization_provider=None,
@@ -288,7 +289,7 @@ async def _calculate_spending_trends(
     for category, current_amount in current_category_totals.items():
         # Mock: assume previous period was 10% lower on average
         # In reality, would fetch historical data
-        previous_amount = current_amount * 0.9
+        previous_amount = current_amount * Decimal("0.9")
 
         change_percent = (
             ((current_amount - previous_amount) / previous_amount) * 100
@@ -311,7 +312,7 @@ async def _calculate_spending_trends(
 
 async def _detect_spending_anomalies(
     user_id: str,
-    current_category_totals: dict[str, float],
+    current_category_totals: dict[str, Decimal],
     current_period_days: int,
     banking_provider=None,
     categorization_provider=None,
@@ -339,7 +340,7 @@ async def _detect_spending_anomalies(
     for category, current_amount in current_category_totals.items():
         # Mock: assume historical average is current amount * 0.8
         # In reality, would calculate from historical data
-        average_amount = current_amount * 0.8
+        average_amount = current_amount * Decimal("0.8")
 
         deviation_percent = (
             ((current_amount - average_amount) / average_amount) * 100 if average_amount > 0 else 0
@@ -409,7 +410,7 @@ def _generate_mock_transactions(days: int) -> list[Transaction]:
                 Transaction(
                     id=f"mock_{i}",
                     account_id="mock_account",
-                    amount=float(amount),
+                    amount=Decimal(str(amount)),
                     date=base_date - timedelta(days=days_ago),
                     description=description,
                 )

fin_infra/categorization/llm_layer.py

@@ -20,7 +20,7 @@ from pydantic import BaseModel, Field
 
 # ai-infra imports
 try:
-    from ai_infra.llm import LLM
+    from ai_infra.llm import CoreLLM as LLM
     from ai_infra.llm.providers import Providers
 except ImportError:
     raise ImportError("ai-infra not installed. Install with: pip install ai-infra")

fin_infra/credit/experian/client.py

@@ -25,33 +25,21 @@ from tenacity import (
 )
 
 from fin_infra.credit.experian.auth import ExperianAuthManager
+from fin_infra.exceptions import (
+    ExperianAPIError,
+    ExperianAuthError,
+    ExperianNotFoundError,
+    ExperianRateLimitError,
+)
 
-
-class ExperianAPIError(Exception):
-    """Base exception for Experian API errors."""
-
-    def __init__(self, message: str, status_code: int | None = None, response: dict | None = None):
-        super().__init__(message)
-        self.status_code = status_code
-        self.response = response
-
-
-class ExperianRateLimitError(ExperianAPIError):
-    """Raised when rate limit is exceeded (429)."""
-
-    pass
-
-
-class ExperianAuthError(ExperianAPIError):
-    """Raised when authentication fails (401)."""
-
-    pass
-
-
-class ExperianNotFoundError(ExperianAPIError):
-    """Raised when user not found in bureau (404)."""
-
-    pass
+# Re-export for backward compatibility
+__all__ = [
+    "ExperianAPIError",
+    "ExperianAuthError",
+    "ExperianNotFoundError",
+    "ExperianRateLimitError",
+    "ExperianClient",
+]
 
 
 class ExperianClient:

fin_infra/exceptions.py

@@ -0,0 +1,613 @@
+"""Unified exception hierarchy for fin-infra.
+
+This module provides a consistent exception hierarchy across all fin-infra components:
+- Provider errors (API failures, authentication, rate limits)
+- Normalization errors (currency, symbol resolution)
+- Validation errors (data validation, compliance)
+- Calculation errors (financial calculations)
+
+All exceptions inherit from FinInfraError, allowing users to catch all library 
+errors with a single except clause.
+
+Example:
+    try:
+        accounts = await banking.get_accounts(token)
+    except FinInfraError as e:
+        print(f"Error: {e}")
+        if e.hint:
+            print(f"Hint: {e.hint}")
+"""
+
+from __future__ import annotations
+
+import logging
+from typing import Any
+
+
+# =============================================================================
+# Logging Helper
+# =============================================================================
+
+
+def log_exception(
+    logger: logging.Logger,
+    msg: str,
+    exc: Exception,
+    *,
+    level: str = "warning",
+    include_traceback: bool = True,
+) -> None:
+    """Log an exception with consistent formatting.
+
+    Use this helper instead of bare `except Exception:` blocks to ensure
+    all exceptions are properly logged with context.
+
+    Args:
+        logger: The logger instance to use
+        msg: Context message describing what operation failed
+        exc: The exception that was caught
+        level: Log level - "debug", "info", "warning", "error", "critical"
+        include_traceback: Whether to include full traceback (exc_info=True)
+
+    Example:
+        try:
+            result = await provider.get_data()
+        except Exception as e:
+            log_exception(logger, "Failed to fetch data from provider", e)
+            # Handle gracefully or re-raise
+    """
+    log_func = getattr(logger, level.lower(), logger.warning)
+    log_func(f"{msg}: {type(exc).__name__}: {exc}", exc_info=include_traceback)
+
+
+# =============================================================================
+# Base Error
+# =============================================================================
+
+
+class FinInfraError(Exception):
+    """Base exception for all fin-infra errors.
+
+    All fin-infra exceptions inherit from this, allowing users to catch
+    all library errors with a single except clause.
+
+    Attributes:
+        message: Human-readable error description
+        details: Additional context as key-value pairs
+        hint: Suggested fix or action
+        docs_url: Link to relevant documentation
+    """
+
+    def __init__(
+        self,
+        message: str,
+        *,
+        details: dict[str, Any] | None = None,
+        hint: str | None = None,
+        docs_url: str | None = None,
+    ):
+        self.message = message
+        self.details = details or {}
+        self.hint = hint
+        self.docs_url = docs_url
+
+        # Build full message
+        full_msg = message
+        if hint:
+            full_msg += f"\n  Hint: {hint}"
+        if docs_url:
+            full_msg += f"\n  Docs: {docs_url}"
+
+        super().__init__(full_msg)
+
+    def __repr__(self) -> str:
+        return f"{self.__class__.__name__}({self.message!r})"
+
+
+# =============================================================================
+# Provider Errors
+# =============================================================================
+
+
+class ProviderError(FinInfraError):
+    """Base error for provider operations (banking, brokerage, credit, etc.).
+
+    Raised when a financial data provider returns an error.
+    """
+
+    def __init__(
+        self,
+        message: str,
+        *,
+        provider: str | None = None,
+        status_code: int | None = None,
+        details: dict[str, Any] | None = None,
+        hint: str | None = None,
+        docs_url: str | None = None,
+    ):
+        self.provider = provider
+        self.status_code = status_code
+
+        # Add provider info to details
+        full_details = details or {}
+        if provider:
+            full_details["provider"] = provider
+        if status_code:
+            full_details["status_code"] = status_code
+
+        super().__init__(message, details=full_details, hint=hint, docs_url=docs_url)
+
+
+class ProviderNotFoundError(ProviderError):
+    """Provider not found in registry."""
+
+    def __init__(
+        self,
+        provider_key: str,
+        *,
+        available_providers: list[str] | None = None,
+        details: dict[str, Any] | None = None,
+    ):
+        hint = None
+        if available_providers:
+            hint = f"Available providers: {', '.join(available_providers)}"
+
+        super().__init__(
+            f"Provider '{provider_key}' not found",
+            details=details,
+            hint=hint,
+        )
+        self.provider_key = provider_key
+        self.available_providers = available_providers
+
+
+class ProviderAPIError(ProviderError):
+    """API error from a provider."""
+
+    def __init__(
+        self,
+        message: str,
+        *,
+        provider: str | None = None,
+        status_code: int | None = None,
+        error_type: str | None = None,
+        response: dict[str, Any] | None = None,
+        details: dict[str, Any] | None = None,
+        hint: str | None = None,
+    ):
+        self.error_type = error_type
+        self.response = response
+
+        full_details = details or {}
+        if error_type:
+            full_details["error_type"] = error_type
+        if response:
+            full_details["response"] = response
+
+        super().__init__(
+            message,
+            provider=provider,
+            status_code=status_code,
+            details=full_details,
+            hint=hint,
+        )
+
+
+class ProviderAuthError(ProviderAPIError):
+    """Authentication failed with provider (401)."""
+
+    def __init__(
+        self,
+        message: str = "Authentication failed",
+        *,
+        provider: str | None = None,
+        details: dict[str, Any] | None = None,
+    ):
+        hint = "Check your API credentials"
+        if provider:
+            hint = f"Check your {provider.upper()} API credentials"
+
+        super().__init__(
+            message,
+            provider=provider,
+            status_code=401,
+            error_type="Unauthorized",
+            details=details,
+            hint=hint,
+        )
+
+
+class ProviderRateLimitError(ProviderAPIError):
+    """Rate limit exceeded from provider (429)."""
+
+    def __init__(
+        self,
+        message: str = "Rate limit exceeded",
+        *,
+        provider: str | None = None,
+        retry_after: float | None = None,
+        details: dict[str, Any] | None = None,
+    ):
+        self.retry_after = retry_after
+
+        hint = "Wait and retry the request"
+        if retry_after:
+            hint = f"Retry after {retry_after} seconds"
+
+        full_details = details or {}
+        if retry_after:
+            full_details["retry_after"] = retry_after
+
+        super().__init__(
+            message,
+            provider=provider,
+            status_code=429,
+            error_type="Too Many Requests",
+            details=full_details,
+            hint=hint,
+        )
+
+
+class ProviderNotFoundResourceError(ProviderAPIError):
+    """Resource not found at provider (404)."""
+
+    def __init__(
+        self,
+        message: str,
+        *,
+        provider: str | None = None,
+        resource_type: str | None = None,
+        resource_id: str | None = None,
+        details: dict[str, Any] | None = None,
+    ):
+        self.resource_type = resource_type
+        self.resource_id = resource_id
+
+        full_details = details or {}
+        if resource_type:
+            full_details["resource_type"] = resource_type
+        if resource_id:
+            full_details["resource_id"] = resource_id
+
+        super().__init__(
+            message,
+            provider=provider,
+            status_code=404,
+            error_type="Not Found",
+            details=full_details,
+        )
+
+
+# =============================================================================
+# Credit Provider Errors (Experian, Equifax, TransUnion)
+# =============================================================================
+
+
+class CreditError(ProviderError):
+    """Base error for credit bureau operations."""
+
+    pass
+
+
+class ExperianAPIError(CreditError):
+    """Error from Experian API."""
+
+    def __init__(
+        self,
+        message: str,
+        *,
+        status_code: int | None = None,
+        response: dict[str, Any] | None = None,
+        details: dict[str, Any] | None = None,
+        hint: str | None = None,
+    ):
+        self.response = response
+
+        full_details = details or {}
+        if response:
+            full_details["response"] = response
+
+        super().__init__(
+            message,
+            provider="experian",
+            status_code=status_code,
+            details=full_details,
+            hint=hint,
+        )
+
+
+class ExperianRateLimitError(ExperianAPIError):
+    """Experian rate limit exceeded (429)."""
+
+    def __init__(
+        self,
+        message: str = "Experian rate limit exceeded",
+        *,
+        status_code: int | None = 429,
+        response: dict[str, Any] | None = None,
+        retry_after: float | None = None,
+        details: dict[str, Any] | None = None,
+    ):
+        self.retry_after = retry_after
+
+        hint = "Wait and retry the request"
+        if retry_after:
+            hint = f"Retry after {retry_after} seconds"
+
+        super().__init__(
+            message,
+            status_code=status_code,
+            response=response,
+            details=details,
+            hint=hint,
+        )
+
+
+class ExperianAuthError(ExperianAPIError):
+    """Experian authentication failed (401)."""
+
+    def __init__(
+        self,
+        message: str = "Experian authentication failed",
+        *,
+        status_code: int | None = 401,
+        response: dict[str, Any] | None = None,
+        details: dict[str, Any] | None = None,
+    ):
+        super().__init__(
+            message,
+            status_code=status_code,
+            response=response,
+            details=details,
+            hint="Check your EXPERIAN_CLIENT_ID and EXPERIAN_CLIENT_SECRET",
+        )
+
+
+class ExperianNotFoundError(ExperianAPIError):
+    """User not found in Experian bureau (404)."""
+
+    def __init__(
+        self,
+        message: str = "User not found in credit bureau",
+        *,
+        status_code: int | None = 404,
+        response: dict[str, Any] | None = None,
+        user_id: str | None = None,
+        details: dict[str, Any] | None = None,
+    ):
+        self.user_id = user_id
+
+        full_details = details or {}
+        if user_id:
+            full_details["user_id"] = user_id
+
+        super().__init__(
+            message,
+            status_code=status_code,
+            response=response,
+            details=full_details,
+        )
+
+
+# =============================================================================
+# Normalization Errors
+# =============================================================================
+
+
+class NormalizationError(FinInfraError):
+    """Base error for normalization operations."""
+
+    pass
+
+
+class CurrencyNotSupportedError(NormalizationError):
+    """Currency code not supported."""
+
+    def __init__(
+        self,
+        currency: str,
+        *,
+        supported_currencies: list[str] | None = None,
+        details: dict[str, Any] | None = None,
+    ):
+        hint = None
+        if supported_currencies:
+            # Show first 10 currencies as example
+            examples = supported_currencies[:10]
+            hint = f"Supported currencies include: {', '.join(examples)}..."
+
+        super().__init__(
+            f"Currency '{currency}' is not supported",
+            details=details,
+            hint=hint,
+        )
+        self.currency = currency
+        self.supported_currencies = supported_currencies
+
+
+class SymbolNotFoundError(NormalizationError):
+    """Symbol could not be resolved."""
+
+    def __init__(
+        self,
+        identifier: str,
+        *,
+        source_format: str | None = None,
+        target_format: str | None = None,
+        details: dict[str, Any] | None = None,
+    ):
+        msg = f"Symbol '{identifier}' could not be resolved"
+        if source_format and target_format:
+            msg = f"Cannot convert '{identifier}' from {source_format} to {target_format}"
+
+        full_details = details or {}
+        if source_format:
+            full_details["source_format"] = source_format
+        if target_format:
+            full_details["target_format"] = target_format
+
+        super().__init__(msg, details=full_details)
+        self.identifier = identifier
+        self.source_format = source_format
+        self.target_format = target_format
+
+
+class ExchangeRateAPIError(NormalizationError):
+    """Error from exchange rate API."""
+
+    def __init__(
+        self,
+        message: str,
+        *,
+        status_code: int | None = None,
+        details: dict[str, Any] | None = None,
+    ):
+        self.status_code = status_code
+
+        full_details = details or {}
+        if status_code:
+            full_details["status_code"] = status_code
+
+        super().__init__(message, details=full_details)
+
+
+# =============================================================================
+# Validation Errors
+# =============================================================================
+
+
+class ValidationError(FinInfraError):
+    """Base error for validation failures."""
+
+    pass
+
+
+class ComplianceError(ValidationError):
+    """Compliance validation failed (FCRA, PCI-DSS, etc.)."""
+
+    def __init__(
+        self,
+        message: str,
+        *,
+        regulation: str | None = None,
+        details: dict[str, Any] | None = None,
+    ):
+        self.regulation = regulation
+
+        full_details = details or {}
+        if regulation:
+            full_details["regulation"] = regulation
+
+        super().__init__(message, details=full_details)
+
+
+# =============================================================================
+# Calculation Errors
+# =============================================================================
+
+
+class CalculationError(FinInfraError):
+    """Base error for financial calculation failures."""
+
+    pass
+
+
+class InsufficientDataError(CalculationError):
+    """Not enough data to perform calculation."""
+
+    def __init__(
+        self,
+        message: str,
+        *,
+        required_fields: list[str] | None = None,
+        details: dict[str, Any] | None = None,
+    ):
+        self.required_fields = required_fields
+
+        full_details = details or {}
+        if required_fields:
+            full_details["required_fields"] = required_fields
+
+        hint = None
+        if required_fields:
+            hint = f"Required fields: {', '.join(required_fields)}"
+
+        super().__init__(message, details=full_details, hint=hint)
+
+
+# =============================================================================
+# Retry/Network Errors
+# =============================================================================
+
+
+class RetryError(FinInfraError):
+    """Retry limit exceeded after multiple attempts."""
+
+    def __init__(
+        self,
+        message: str = "Operation failed after max retries",
+        *,
+        attempts: int | None = None,
+        last_exception: Exception | None = None,
+        details: dict[str, Any] | None = None,
+    ):
+        self.attempts = attempts
+        self.last_exception = last_exception
+
+        full_details = details or {}
+        if attempts:
+            full_details["attempts"] = attempts
+        if last_exception:
+            full_details["last_exception"] = str(last_exception)
+
+        super().__init__(message, details=full_details)
+
+
+# =============================================================================
+# Convenience aliases for backward compatibility
+# =============================================================================
+
+# Keep short names for commonly used errors
+APIError = ProviderAPIError
+AuthError = ProviderAuthError
+RateLimitError = ProviderRateLimitError
+NotFoundError = ProviderNotFoundResourceError
+
+
+__all__ = [
+    # Logging helper
+    "log_exception",
+    # Base
+    "FinInfraError",
+    # Provider errors
+    "ProviderError",
+    "ProviderNotFoundError",
+    "ProviderAPIError",
+    "ProviderAuthError",
+    "ProviderRateLimitError",
+    "ProviderNotFoundResourceError",
+    # Credit provider errors
+    "CreditError",
+    "ExperianAPIError",
+    "ExperianRateLimitError",
+    "ExperianAuthError",
+    "ExperianNotFoundError",
+    # Normalization errors
+    "NormalizationError",
+    "CurrencyNotSupportedError",
+    "SymbolNotFoundError",
+    "ExchangeRateAPIError",
+    # Validation errors
+    "ValidationError",
+    "ComplianceError",
+    # Calculation errors
+    "CalculationError",
+    "InsufficientDataError",
+    # Retry errors
+    "RetryError",
+    # Aliases
+    "APIError",
+    "AuthError",
+    "RateLimitError",
+    "NotFoundError",
+]

fin_infra/investments/add.py

@@ -220,10 +220,15 @@ def add_investments(
                 )
         
         # Call provider with resolved token
-        holdings = await investment_provider.get_holdings(
-            access_token=access_token,
-            account_ids=request.account_ids,
-        )
+        try:
+            holdings = await investment_provider.get_holdings(
+                access_token=access_token,
+                account_ids=request.account_ids,
+            )
+        except ValueError as e:
+            raise HTTPException(status_code=401, detail=str(e))
+        except Exception as e:
+            raise HTTPException(status_code=500, detail=f"Failed to fetch holdings: {e}")
         return holdings
 
     @router.post(
@@ -266,12 +271,17 @@ def add_investments(
                     detail="No access token found. Please reconnect your accounts."
                 )
 
-        transactions = await investment_provider.get_transactions(
-            access_token=access_token,
-            start_date=request.start_date,
-            end_date=request.end_date,
-            account_ids=request.account_ids,
-        )
+        try:
+            transactions = await investment_provider.get_transactions(
+                access_token=access_token,
+                start_date=request.start_date,
+                end_date=request.end_date,
+                account_ids=request.account_ids,
+            )
+        except ValueError as e:
+            raise HTTPException(status_code=401, detail=str(e))
+        except Exception as e:
+            raise HTTPException(status_code=500, detail=f"Failed to fetch transactions: {e}")
         return transactions
 
     @router.post(
@@ -306,9 +316,14 @@ def add_investments(
                     detail="No access token found. Please reconnect your accounts."
                 )
 
-        accounts = await investment_provider.get_investment_accounts(
-            access_token=access_token,
-        )
+        try:
+            accounts = await investment_provider.get_investment_accounts(
+                access_token=access_token,
+            )
+        except ValueError as e:
+            raise HTTPException(status_code=401, detail=str(e))
+        except Exception as e:
+            raise HTTPException(status_code=500, detail=f"Failed to fetch accounts: {e}")
         return accounts
 
     @router.post(
@@ -344,10 +359,15 @@ def add_investments(
                 )
         
         # Fetch holdings
-        holdings = await investment_provider.get_holdings(
-            access_token=access_token,
-            account_ids=request.account_ids,
-        )
+        try:
+            holdings = await investment_provider.get_holdings(
+                access_token=access_token,
+                account_ids=request.account_ids,
+            )
+        except ValueError as e:
+            raise HTTPException(status_code=401, detail=str(e))
+        except Exception as e:
+            raise HTTPException(status_code=500, detail=f"Failed to fetch allocation: {e}")
         
         # Calculate allocation using base provider helper
         allocation = investment_provider.calculate_allocation(holdings)
@@ -385,10 +405,15 @@ def add_investments(
                     detail="No access token found. Please reconnect your accounts."
                 )
 
-        securities = await investment_provider.get_securities(
-            access_token=access_token,
-            security_ids=request.security_ids,
-        )
+        try:
+            securities = await investment_provider.get_securities(
+                access_token=access_token,
+                security_ids=request.security_ids,
+            )
+        except ValueError as e:
+            raise HTTPException(status_code=401, detail=str(e))
+        except Exception as e:
+            raise HTTPException(status_code=500, detail=f"Failed to fetch securities: {e}")
         return securities
 
     # 5. Mount router

fin_infra/normalization/currency_converter.py

@@ -4,19 +4,17 @@ import logging
 from datetime import date as DateType
 from typing import Optional
 
+from fin_infra.exceptions import CurrencyNotSupportedError, ExchangeRateAPIError
 from fin_infra.normalization.models import CurrencyConversionResult
-from fin_infra.normalization.providers.exchangerate import (
-    ExchangeRateAPIError,
-    ExchangeRateClient,
-)
-
-logger = logging.getLogger(__name__)
+from fin_infra.normalization.providers.exchangerate import ExchangeRateClient
 
+# Re-export for backward compatibility
+__all__ = [
+    "CurrencyNotSupportedError",
+    "CurrencyConverter",
+]
 
-class CurrencyNotSupportedError(Exception):
-    """Currency code not supported."""
-
-    pass
+logger = logging.getLogger(__name__)
 
 
 class CurrencyConverter:

fin_infra/normalization/providers/exchangerate.py

@@ -6,13 +6,14 @@ from typing import Optional
 
 import httpx
 
+from fin_infra.exceptions import ExchangeRateAPIError
 from fin_infra.normalization.models import ExchangeRate
 
-
-class ExchangeRateAPIError(Exception):
-    """Exchange rate API error."""
-
-    pass
+# Re-export for backward compatibility
+__all__ = [
+    "ExchangeRateAPIError",
+    "ExchangeRateClient",
+]
 
 
 class ExchangeRateClient:

fin_infra/normalization/symbol_resolver.py

@@ -3,6 +3,7 @@
 import logging
 from typing import Optional
 
+from fin_infra.exceptions import SymbolNotFoundError
 from fin_infra.normalization.models import SymbolMetadata
 from fin_infra.normalization.providers import (
     CUSIP_TO_TICKER,
@@ -13,13 +14,13 @@ from fin_infra.normalization.providers import (
     TICKER_TO_ISIN,
 )
 
-logger = logging.getLogger(__name__)
-
+# Re-export for backward compatibility
+__all__ = [
+    "SymbolNotFoundError",
+    "SymbolResolver",
+]
 
-class SymbolNotFoundError(Exception):
-    """Symbol could not be resolved."""
-
-    pass
+logger = logging.getLogger(__name__)
 
 
 class SymbolResolver:

fin_infra/providers/market/coingecko.py

@@ -1,5 +1,6 @@
 from __future__ import annotations
 
+import logging
 import httpx
 from decimal import Decimal
 from datetime import datetime, timezone
@@ -7,6 +8,7 @@ from datetime import datetime, timezone
 from ..base import CryptoDataProvider
 from ...models import Quote, Candle
 
+logger = logging.getLogger(__name__)
 
 _BASE = "https://api.coingecko.com/api/v3"
 
@@ -25,7 +27,8 @@ class CoinGeckoCryptoData(CryptoDataProvider):
             r.raise_for_status()
             data = r.json()
             price = data.get(_to_cg_id(base), {}).get(quote.lower(), 0)
-        except Exception:
+        except Exception as e:
+            logger.warning("CoinGecko ticker fetch failed for %s: %s", symbol_pair, e)
             price = 0
         return Quote(
             symbol=f"{base}/{quote}", price=Decimal(str(price)), as_of=datetime.now(timezone.utc)
@@ -42,7 +45,8 @@ class CoinGeckoCryptoData(CryptoDataProvider):
             )
             r.raise_for_status()
             prices = r.json().get("prices", [])
-        except Exception:
+        except Exception as e:
+            logger.warning("CoinGecko OHLCV fetch failed for %s: %s", symbol_pair, e)
             prices = []
         out: list[Candle] = []
         for p in prices[:limit]:

fin_infra/providers/registry.py

@@ -13,6 +13,8 @@ from __future__ import annotations
 import importlib
 from typing import Any, TypeVar
 
+from fin_infra.exceptions import ProviderNotFoundError
+
 from .base import (
     BankingProvider,
     BrokerageProvider,
@@ -23,6 +25,15 @@ from .base import (
     TaxProvider,
 )
 
+# Re-export for backward compatibility
+__all__ = [
+    "ProviderNotFoundError",
+    "ProviderRegistry",
+    "PROVIDER_TYPES",
+    "PROVIDER_MODULES",
+    "DEFAULT_PROVIDERS",
+]
+
 T = TypeVar("T")
 
 # Provider domain to ABC mapping
@@ -77,12 +88,6 @@ DEFAULT_PROVIDERS = {
 }
 
 
-class ProviderNotFoundError(Exception):
-    """Raised when a provider cannot be found or loaded."""
-
-    pass
-
-
 class ProviderRegistry:
     """
     Registry for financial data providers.

fin_infra/utils/__init__.py

@@ -7,6 +7,11 @@ no local HTTP/retry wrappers to avoid duplication.
 Scaffold utilities for template-based code generation are provided by svc-infra
 and should be imported from there:
     from svc_infra.utils import render_template, write, ensure_init_py
+
+For async retry with exponential backoff:
+    from fin_infra.utils.retry import retry_async, RetryError
 """
 
-__all__ = []
+from fin_infra.utils.retry import RetryError, retry_async
+
+__all__ = ["RetryError", "retry_async"]

fin_infra/utils/retry.py

@@ -4,11 +4,12 @@ import asyncio
 import random
 from typing import Awaitable, Callable, Iterable, TypeVar
 
-T = TypeVar("T")
+from fin_infra.exceptions import RetryError
 
+# Re-export for backward compatibility
+__all__ = ["RetryError", "retry_async"]
 
-class RetryError(Exception):
-    pass
+T = TypeVar("T")
 
 
 async def retry_async(

{fin_infra-0.1.58.dist-info → fin_infra-0.1.60.dist-info}/METADATA

@@ -1,6 +1,6 @@
 Metadata-Version: 2.3
 Name: fin-infra
-Version: 0.1.58
+Version: 0.1.60
 Summary: Financial infrastructure toolkit: banking connections, market data, credit, cashflows, and brokerage integrations
 License: MIT
 Keywords: finance,banking,plaid,brokerage,markets,credit,tax,cashflow,fintech,infra

{fin_infra-0.1.58.dist-info → fin_infra-0.1.60.dist-info}/RECORD

@@ -1,4 +1,4 @@
-fin_infra/__init__.py,sha256=24O2WYSszXRiirFFlGEGRtf0lmBT9YI6wwGRW3Qo1Eg,254
+fin_infra/__init__.py,sha256=5vcHN0u9CE43mnK2VgiMyWTiyANupUISawvxx-2AfqE,480
 fin_infra/__main__.py,sha256=1qNP7j0ffw0wFs1dBwDcJ9TNXlC6FcYuulzoV87pMi8,262
 fin_infra/analytics/__init__.py,sha256=aiuNnii0vc34XlNzrSiMbz33lzgmR7W1nHkmAEXavCY,1870
 fin_infra/analytics/add.py,sha256=a8ZcVc0-3gxq64IFs9fN7XVMayzE6RCCnBWV3zzc7GU,12832
@@ -10,7 +10,7 @@ fin_infra/analytics/projections.py,sha256=7cuG6w1KXq8sd3UNufu5aOcxG5n-foswrHqrgW
 fin_infra/analytics/rebalancing.py,sha256=K3S7KQiIU2LwyAwWN9VrSly4AOl24vN9tz_JX7I9FJ8,14642
 fin_infra/analytics/savings.py,sha256=tavIRZtu9FjCm-DeWg5f060GcsdgD-cl-vgKOnieOUw,7574
 fin_infra/analytics/scenarios.py,sha256=LE_dZVkbxxAx5sxitGhiOhZfWTlYtVbIvS9pEXkijLc,12246
-fin_infra/analytics/spending.py,sha256=ypgL52JOsneTsFa2_aFB9fVuu9QWQsImQYChtECeA4Y,25833
+fin_infra/analytics/spending.py,sha256=Md8iOFKkvFbNmIGV56mVDTYJbZ7oNtK-rMAZiNX2j2E,25902
 fin_infra/banking/__init__.py,sha256=wva1SEyrH2po79YycQ_00ZyC2tVeuO3uYcyvudOW484,22267
 fin_infra/banking/history.py,sha256=1ufAwkTnXr-QJetFzJl4xA2e3dqd1-TkT8pf46MNfho,10630
 fin_infra/banking/utils.py,sha256=B2ebnTeUz-56l8XMBWnf2txFOr0bXIo3cKPio7_bhc4,15711
@@ -33,7 +33,7 @@ fin_infra/categorization/__init__.py,sha256=7551OjE668A_Bhm07QSTBkm4PD3uCOEwdz05
 fin_infra/categorization/add.py,sha256=jbxM51MyIFsAcleCMzP1I5jYV9EsKALzBCnuzKk76sc,6328
 fin_infra/categorization/ease.py,sha256=NudJBqFByS0YONPn_4O_Q7QYIiVCCgNbAhn-ugJpa0Y,5826
 fin_infra/categorization/engine.py,sha256=VxVuLym_RkKK0xpZrfLKuksFVoURmXICgdik7KpxXMs,12075
-fin_infra/categorization/llm_layer.py,sha256=JkzTTdlUWtiCBzKgNAGWvhR7Qt4-UVc12itD2BlxwlQ,12695
+fin_infra/categorization/llm_layer.py,sha256=kRPtxLyIpCsYjH1NtaIL_WvJX5Y9tOsdDkYbFCTggSU,12706
 fin_infra/categorization/models.py,sha256=O8ceQOM0ljRh0jkmnjV7CK5Jyq1DI3lG07UTeeMheNg,5931
 fin_infra/categorization/rules.py,sha256=m3OogJY0hJe5BrmZqOvOKS2-HRdW4Y5jvvtlPDn9Pn8,12884
 fin_infra/categorization/taxonomy.py,sha256=qsgo7VJkM6GFBBOaTRHWP82vl5SinRKnMsj4ICarEyQ,13281
@@ -51,7 +51,7 @@ fin_infra/credit/__init__.py,sha256=cwCP_WlrG-0yb_L4zYsuzEsSalcfiCY9ItqXfD7Jx9E,
 fin_infra/credit/add.py,sha256=etRbqw15vzUQfvnMTmznZlLiKy2GVEe8ok08Ea3pjdE,8490
 fin_infra/credit/experian/__init__.py,sha256=g3IJGvDOMsnB0er0Uwdvl6hGKKTOazqJxSDnB2oIBm0,761
 fin_infra/credit/experian/auth.py,sha256=SHi3YNPFwEAS_SraAiAK7V-DEokgaq-7-eqkkBrcgMo,5562
-fin_infra/credit/experian/client.py,sha256=sxdoB9pyIntyZ9MKDN-x8tUuyllZSOq7KzOrHjeYs8s,8918
+fin_infra/credit/experian/client.py,sha256=crIO37qBoC4wGWH4X_-2cSosf7hX6kfVDQU1NTH58HE,8615
 fin_infra/credit/experian/parser.py,sha256=7ptdLyTWWqHWqCo1CXn6L7XaIn9ZRRuOaATbFmMZZ64,7489
 fin_infra/credit/experian/provider.py,sha256=iG2cyftdc7c2pvKWVfeNd3vF_ylNayyhgyUG7Jnl1VI,13766
 fin_infra/credit/mock.py,sha256=xKWZk3fhuIYRfiZkNc9fbHUNViNKjmOLSj0MTI1f4ik,5356
@@ -64,6 +64,7 @@ fin_infra/documents/ease.py,sha256=rnxEIMjf6vLvD-h5WD4wM6PwmcB4iUtAtnvGxbFA5zA,9
 fin_infra/documents/models.py,sha256=5MK5Mvs7s6HfNuNldT4xxwLGV4z1f7vNJLwDD-jalgw,6889
 fin_infra/documents/ocr.py,sha256=cuXzrx6k3GIhiaB4-OMPyroB6GBdXuvXP7LAcs0ZV5o,9596
 fin_infra/documents/storage.py,sha256=GS_GtUXLMIYqe2yHb9IaQFloRER3xeQ8fla_loozP68,10177
+fin_infra/exceptions.py,sha256=woCazH0RxnGcrmsSA3NMZF4Ygr2dtI4tfzKNiFZ10AA,16953
 fin_infra/goals/__init__.py,sha256=Vg8LKLlDoRiWHsJX7wu5Zcc-86NNLpHoLTjYVkGi2c4,2130
 fin_infra/goals/add.py,sha256=cNf0H7EzssMeCYHBWQPW4lHoz1uUWhGMVUUqGMKhNtk,20566
 fin_infra/goals/funding.py,sha256=6wn25N0VTYfKLzZWhEn0xdC0ft49qdElkQFc9IwmdPk,9334
@@ -79,7 +80,7 @@ fin_infra/insights/__init__.py,sha256=crIXNlztTCcYHNcEVMo8FwCTCUBwIK2wovb4HahzRY
 fin_infra/insights/aggregator.py,sha256=XG32mN5w5Nc4AZllmfl1esL4q44mFAf0Fvj9mWev_zk,10249
 fin_infra/insights/models.py,sha256=xov_YV8oBLJt3YdyVjbryRfcXqmGeGiPvZsZHSbvtl8,3202
 fin_infra/investments/__init__.py,sha256=UiWvTdKH7V9aaqZLunPT1_QGfXBAZbPk_w4QmeLWLqo,6324
-fin_infra/investments/add.py,sha256=XjIuXnGY1-tJWeDqsgTpbP2-ruh-Ulbu0IsSlyKRsqw,16416
+fin_infra/investments/add.py,sha256=3cbjXbWoTuDglwk9U48X6768Etv1XLTWysdDPgsn7Yg,17658
 fin_infra/investments/ease.py,sha256=ocs7xvnZ1u8riFjH9KHi1yFEUF0lfuEcd-QMpsuiOu8,9229
 fin_infra/investments/models.py,sha256=NHnkvtMa1QYp_TpuuqT4u3cWEJi3OhW-1e-orMuR47o,16107
 fin_infra/investments/providers/__init__.py,sha256=V1eIzz6EnGJ-pq-9L3S2-evmcExF-YdZfd5P6JMyDtc,383
@@ -115,12 +116,12 @@ fin_infra/net_worth/scaffold_templates/models.py.tmpl,sha256=9BKsoD08RZbSdOm0wFT
 fin_infra/net_worth/scaffold_templates/repository.py.tmpl,sha256=DSErnNxeAe4pWeefARRK3bU0hHltqdIFffENfVwdd7c,12798
 fin_infra/net_worth/scaffold_templates/schemas.py.tmpl,sha256=VkFsxyZx4DFDhXDhn-7KT0IgrXCvgaS5ZdWbjyezWj0,4709
 fin_infra/normalization/__init__.py,sha256=-7EP_lTExQpoCtgsx1wD3j8aMH9y3SlFgHke3mWCQI8,6195
-fin_infra/normalization/currency_converter.py,sha256=Bw6i_yHwXSbJ2cWpuQim1xR_AEPewP3_OcATgXLbFJs,6995
+fin_infra/normalization/currency_converter.py,sha256=uuu8ASa5ppEniWLEVEpiDxXjZzln9nopWrhrATcD6Z4,7058
 fin_infra/normalization/models.py,sha256=gNC9chpbQPRN58V2j__VEPVNReO1N8jH_AHObwGPWu0,1928
 fin_infra/normalization/providers/__init__.py,sha256=LFU1tB2hVO42Yrkw-IDpPexD4mIlxob9lRrJEeGYqpE,559
-fin_infra/normalization/providers/exchangerate.py,sha256=I9R2XS4V1oCrumtivmARrWsO9aqpzcP0_QLVKxP36UU,6222
+fin_infra/normalization/providers/exchangerate.py,sha256=zOTcDYjKDeGpBjplnSB7XVQo_Zt6y0EdSIbzdziLkUs,6298
 fin_infra/normalization/providers/static_mappings.py,sha256=m14VHmTZipbqrgyE0ABToabVx-pDcyB577LNWrACEUM,6809
-fin_infra/normalization/symbol_resolver.py,sha256=HqixB9CYqb73Hv0utmltYMjAjxHtrMmDvE9KVuy7cYY,8064
+fin_infra/normalization/symbol_resolver.py,sha256=M7Li7LFiH4xpvxXcYQlJyk0iqgqpwaj6zQKsTzWZzas,8130
 fin_infra/obs/__init__.py,sha256=kMMVl0fdwtJtZeKiusTuw0iO61Jo9-HNXsLmn3ffLRE,631
 fin_infra/obs/classifier.py,sha256=6R2q-w71tk7WfXF5MBPqawxogcj6tILKZPlkpRZNDfg,5083
 fin_infra/providers/__init__.py,sha256=jxhQm79T6DVXf7Wpy7luL-p50cE_IMUbjt4o3apzJQU,768
@@ -135,9 +136,9 @@ fin_infra/providers/identity/stripe_identity.py,sha256=JQGJRuQdWP5dWDcROgtz1Rrmp
 fin_infra/providers/market/alphavantage.py,sha256=srZdkf-frBuKyPTdWasMmVrpnh76BEBDXa-nsYtLzNc,8963
 fin_infra/providers/market/base.py,sha256=ljBzZTfjYQS9tXahmxFic7JQSZeyoiDMUZ1NY0R7yto,108
 fin_infra/providers/market/ccxt_crypto.py,sha256=sqWu-718mGi7gUTIZKX4huJlMNLEIhpApIRFTBP915g,1054
-fin_infra/providers/market/coingecko.py,sha256=nMAtCUZvFmAGmk6nltYcE4INFxj5xaDBofd_s9x300U,2467
+fin_infra/providers/market/coingecko.py,sha256=F1Bwdk28xSsIaFEuT7lhT3F6Vkd0Lp-CMp1rnYiLfaE,2702
 fin_infra/providers/market/yahoo.py,sha256=FNhqkCFC0In-Z3zpzmuknEORHLRK5Evk2KSk0yysKjg,4954
-fin_infra/providers/registry.py,sha256=Qz_vKcTrCpDGRqIQkg6Vr_cXcjp3Z4wel0HBegt3FBc,8287
+fin_infra/providers/registry.py,sha256=yPFmHHaSQERXZTcGkdXAtMU7rL7VwAzW4FOr14o6KS8,8409
 fin_infra/providers/tax/__init__.py,sha256=Tq2gLyTXL_U_ht6r7HXgaDMCAPylgcRD2ZN-COjSSQU,207
 fin_infra/providers/tax/irs.py,sha256=f7l6w0byprBszTlCB4ef60K8GrYV-03Dicl1a1Q2oVk,4701
 fin_infra/providers/tax/mock.py,sha256=35QulDz-fmgXyibPt1cpMhL0WgGWeziOwHnlEd1QRd0,14415
@@ -168,13 +169,12 @@ fin_infra/settings.py,sha256=xitpBQJmuvSy9prQhvXOW1scbwB1KAyGD8XqYgU_hQU,1388
 fin_infra/tax/__init__.py,sha256=NXUjV-k-rw4774pookY3UOwEXYRQauJze6Yift5RjW0,6107
 fin_infra/tax/add.py,sha256=xmy0hXsWzEj5p-_9A5hkljFjF_FpnbCQQZ5e8FPChBI,14568
 fin_infra/tax/tlh.py,sha256=QFnepLuJW8L71SccRTE54eN5ILyDGs1XNG5p-aVM_b8,21543
-fin_infra/utils/__init__.py,sha256=ejo_7IRD7wgQh_y9ANlIIRS2owtqiRbYgiw0sPxmBg0,457
+fin_infra/utils/__init__.py,sha256=gKacLSWMAis--pasd8AuVN7ap0e9Z1TjRGur0J23EDo,648
 fin_infra/utils/http.py,sha256=wgXo5amXyzAX49v_lRUvp4Xxq8nodX32CMJyWl6u89I,568
-fin_infra/utils/retry.py,sha256=VxT4ssP4r8Krl3KThvI-opPMhGCpZUCH4rUyit1LEUk,967
-fin_infra/utils.py,sha256=VxT4ssP4r8Krl3KThvI-opPMhGCpZUCH4rUyit1LEUk,967
+fin_infra/utils/retry.py,sha256=p4i4heGdHkLsqLHuHY4riwOkuLjbbfbUE8cA4t3UAgQ,1052
 fin_infra/version.py,sha256=4t_crzhrLum--oyowUMxtjBTzUtWp7oRTF22ewEvJG4,49
-fin_infra-0.1.58.dist-info/LICENSE,sha256=wK-Ya7Ylxa38dSIZRhvNj1ZVLIrHC-BAI8v38PNADiA,1061
-fin_infra-0.1.58.dist-info/METADATA,sha256=YnC_rmHC_X1zvZu2BKMVDXDKABUbI5GeODWLWnLXSqQ,10182
-fin_infra-0.1.58.dist-info/WHEEL,sha256=IYZQI976HJqqOpQU6PHkJ8fb3tMNBFjg-Cn-pwAbaFM,88
-fin_infra-0.1.58.dist-info/entry_points.txt,sha256=Sr1uikvALZMeKm-DIkeKG4L9c4SNqysXGO_IRF8_9eU,53
-fin_infra-0.1.58.dist-info/RECORD,,
+fin_infra-0.1.60.dist-info/LICENSE,sha256=wK-Ya7Ylxa38dSIZRhvNj1ZVLIrHC-BAI8v38PNADiA,1061
+fin_infra-0.1.60.dist-info/METADATA,sha256=EmECBGkQ-fNJIJrOuC52HMfQm4HBUXFoJ16CvQOXYNM,10182
+fin_infra-0.1.60.dist-info/WHEEL,sha256=IYZQI976HJqqOpQU6PHkJ8fb3tMNBFjg-Cn-pwAbaFM,88
+fin_infra-0.1.60.dist-info/entry_points.txt,sha256=Sr1uikvALZMeKm-DIkeKG4L9c4SNqysXGO_IRF8_9eU,53
+fin_infra-0.1.60.dist-info/RECORD,,

fin_infra/utils.py

@@ -1,36 +0,0 @@
-from __future__ import annotations
-
-import asyncio
-import random
-from typing import Awaitable, Callable, Iterable, TypeVar
-
-T = TypeVar("T")
-
-
-class RetryError(Exception):
-    pass
-
-
-async def retry_async(
-    func: Callable[[], Awaitable[T]],
-    *,
-    attempts: int = 3,
-    base_delay: float = 0.2,
-    jitter: float = 0.1,
-    retry_on: Iterable[type[BaseException]] = (Exception,),
-) -> T:
-    """Simple async retry with exponential backoff and jitter.
-
-    Not provider-specific; callers should keep idempotency in mind.
-    """
-    last_exc: BaseException | None = None
-    for i in range(attempts):
-        try:
-            return await func()
-        except tuple(retry_on) as exc:  # type: ignore[misc]
-            last_exc = exc
-            if i == attempts - 1:
-                break
-            delay = (2**i) * base_delay + random.uniform(0, jitter)
-            await asyncio.sleep(delay)
-    raise RetryError("Retry attempts exhausted") from last_exc