fin-infra 0.1.59__py3-none-any.whl → 0.1.61__py3-none-any.whl

fin_infra/analytics/models.py

@@ -114,7 +114,7 @@ class SpendingInsight(BaseModel):
 class PersonalizedSpendingAdvice(BaseModel):
     """LLM-generated personalized spending advice.
 
-    Uses ai-infra CoreLLM for structured output generation.
+    Uses ai-infra LLM for structured output generation.
     """
 
     model_config = ConfigDict(extra="forbid")

fin_infra/analytics/spending.py

@@ -12,7 +12,7 @@ Generic Applicability:
 
 Features:
 - Statistical analysis: Top merchants, category breakdowns, trends, anomalies
-- LLM-powered insights: Personalized recommendations using ai-infra CoreLLM
+- LLM-powered insights: Personalized recommendations using ai-infra LLM
 - Graceful degradation: Falls back to rule-based insights if LLM unavailable
 - Cost-effective: Structured output for predictable token usage (<$0.01/insight)
 
@@ -427,12 +427,12 @@ async def generate_spending_insights(
 ) -> "PersonalizedSpendingAdvice":
     """Generate personalized spending insights using LLM.
 
-    Uses ai-infra CoreLLM for structured output generation with financial context.
+    Uses ai-infra LLM for structured output generation with financial context.
 
     Args:
         spending_insight: Analyzed spending data from analyze_spending()
         user_context: Optional context (income, goals, budget, preferences)
-        llm_provider: Optional CoreLLM instance (defaults to Google Gemini)
+        llm_provider: Optional LLM instance (defaults to Google Gemini)
 
     Returns:
         PersonalizedSpendingAdvice with LLM-generated recommendations
@@ -468,14 +468,14 @@ async def generate_spending_insights(
 
     # Try to import ai-infra LLM (optional dependency)
     try:
-        from ai_infra.llm import CoreLLM
+        from ai_infra.llm import LLM
     except ImportError:
         # Graceful degradation: return rule-based insights
         return _generate_rule_based_insights(spending_insight, user_context)
 
     # Initialize LLM if not provided
     if llm_provider is None:
-        llm_provider = CoreLLM()
+        llm_provider = LLM()
 
     # Build financial context prompt
     prompt = _build_spending_insights_prompt(spending_insight, user_context)

fin_infra/categorization/llm_layer.py

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

fin_infra/chat/__init__.py

@@ -10,10 +10,10 @@ NOT tied to net worth specifically - works across ALL fin-infra domains:
 
 Example:
     from fin_infra.conversation import FinancialPlanningConversation
-    from ai_infra.llm import CoreLLM
+    from ai_infra.llm import LLM
     from svc_infra.cache import get_cache
 
-    llm = CoreLLM()
+    llm = LLM()
     cache = get_cache()
     conversation = FinancialPlanningConversation(
         llm=llm,
@@ -101,7 +101,7 @@ def add_financial_conversation(
 
     Integration:
         - Uses user_router (requires authentication)
-        - Powered by ai-infra CoreLLM (multi-provider support)
+        - Powered by ai-infra LLM (multi-provider support)
         - Uses svc-infra cache for conversation history (24h TTL)
         - Cost: ~$0.018/user/month with Google Gemini
 

fin_infra/chat/ease.py

@@ -13,8 +13,8 @@ Example:
     conversation = easy_financial_conversation(provider="openai")
 
     # Custom LLM instance
-    from ai_infra.llm import CoreLLM
-    llm = CoreLLM(temperature=0.3)
+    from ai_infra.llm import LLM
+    llm = LLM(temperature=0.3)
     conversation = easy_financial_conversation(llm=llm)
 """
 
@@ -33,12 +33,12 @@ def easy_financial_conversation(
     Easy builder for financial planning conversation.
 
     One-call setup with sensible defaults:
-    - LLM: ai-infra CoreLLM (Google Gemini default)
+    - LLM: ai-infra LLM (Google Gemini default)
     - Cache: svc-infra cache (24h TTL)
     - Provider: Google (cheapest, $0.018/user/month)
 
     Args:
-        llm: Optional ai-infra CoreLLM instance (auto-created if None)
+        llm: Optional ai-infra LLM instance (auto-created if None)
         cache: Optional svc-infra cache instance (auto-created if None)
         provider: LLM provider ("google", "openai", "anthropic")
         model_name: Optional model name override (uses provider defaults)
@@ -62,16 +62,16 @@ def easy_financial_conversation(
         conversation = easy_financial_conversation(provider="openai")
 
         # Custom LLM instance
-        from ai_infra.llm import CoreLLM
-        llm = CoreLLM(temperature=0.3)
+        from ai_infra.llm import LLM
+        llm = LLM(temperature=0.3)
         conversation = easy_financial_conversation(llm=llm)
     """
     # Auto-create LLM if not provided
     if llm is None:
         try:
-            from ai_infra.llm import CoreLLM
+            from ai_infra.llm import LLM
 
-            llm = CoreLLM()
+            llm = LLM()
         except ImportError:
             raise ImportError("ai-infra not installed. Install with: pip install ai-infra")
 

fin_infra/chat/planning.py

@@ -10,19 +10,19 @@ Provides conversational interface for financial Q&A:
 - Personalized advice (uses current net worth, goals, historical data)
 - Natural dialogue (flexible responses, not forced JSON structure)
 
-**Design Choice**: Uses `CoreLLM.achat()` for natural conversation (NOT `with_structured_output()`).
+**Design Choice**: Uses `LLM.achat()` for natural conversation (NOT `with_structured_output()`).
 Conversation should be flexible and natural, not rigidly structured. Other modules (insights,
 categorization, goals) correctly use structured output because they need predictable schemas.
 
-Uses ai-infra CoreLLM for natural conversation.
+Uses ai-infra LLM for natural conversation.
 Caches conversation context for 24h (target: $0.018/user/month cost).
 
 Example:
-    from ai_infra.llm import CoreLLM
+    from ai_infra.llm import LLM
     from svc_infra.cache import get_cache
     from fin_infra.conversation import FinancialPlanningConversation
 
-    llm = CoreLLM()
+    llm = LLM()
     cache = get_cache()
     conversation = FinancialPlanningConversation(
         llm=llm,
@@ -196,10 +196,10 @@ class FinancialPlanningConversation:
     Cost: ~$0.0054/conversation (10 turns with context caching)
 
     Example:
-        from ai_infra.llm import CoreLLM
+        from ai_infra.llm import LLM
         from svc_infra.cache import get_cache
 
-        llm = CoreLLM()
+        llm = LLM()
         cache = get_cache()
         conversation = FinancialPlanningConversation(
             llm=llm,
@@ -232,7 +232,7 @@ class FinancialPlanningConversation:
         Initialize conversation manager.
 
         Args:
-            llm: ai-infra CoreLLM instance
+            llm: ai-infra LLM instance
             cache: svc-infra cache instance (for context storage)
             provider: LLM provider ("google", "openai", "anthropic")
             model_name: Model name (default: gemini-2.0-flash-exp)

fin_infra/crypto/insights.py

@@ -1,9 +1,9 @@
 """Crypto portfolio insights using ai-infra LLM.
 
 This module generates personalized insights for cryptocurrency holdings using
-ai-infra's CoreLLM for intelligent analysis and recommendations.
+ai-infra's LLM for intelligent analysis and recommendations.
 
-CRITICAL: Uses ai-infra.llm.CoreLLM (NEVER custom LLM clients).
+CRITICAL: Uses ai-infra.llm.LLM (NEVER custom LLM clients).
 """
 
 from __future__ import annotations
@@ -15,7 +15,7 @@ from typing import TYPE_CHECKING
 from pydantic import BaseModel, Field
 
 if TYPE_CHECKING:
-    from ai_infra.llm import CoreLLM
+    from ai_infra.llm import LLM
 
 
 class CryptoInsight(BaseModel):
@@ -56,13 +56,13 @@ class CryptoHolding(BaseModel):
 async def generate_crypto_insights(
     user_id: str,
     holdings: list[CryptoHolding],
-    llm: CoreLLM | None = None,
+    llm: LLM | None = None,
     total_portfolio_value: Decimal | None = None,
 ) -> list[CryptoInsight]:
     """
     Generate personalized crypto insights using ai-infra LLM.
 
-    Uses ai-infra.llm.CoreLLM for intelligent analysis based on:
+    Uses ai-infra.llm.LLM for intelligent analysis based on:
     - Portfolio concentration (diversification recommendations)
     - Performance trends (gains/losses)
     - Risk assessment (volatility, allocation %)
@@ -71,15 +71,15 @@ async def generate_crypto_insights(
     Args:
         user_id: User identifier
         holdings: List of crypto holdings
-        llm: CoreLLM instance (if None, uses default Google Gemini)
+        llm: LLM instance (if None, uses default Google Gemini)
         total_portfolio_value: Total portfolio value including non-crypto assets
 
     Returns:
         List of personalized CryptoInsight objects
 
     Example:
-        >>> from ai_infra.llm import CoreLLM
-        >>> llm = CoreLLM(provider="google_genai", model="gemini-2.0-flash-exp")
+        >>> from ai_infra.llm import LLM
+        >>> llm = LLM(provider="google_genai", model="gemini-2.0-flash-exp")
         >>> holdings = [
         ...     CryptoHolding(
         ...         symbol="BTC",
@@ -206,14 +206,14 @@ async def _generate_llm_insights(
     holdings: list[CryptoHolding],
     total_crypto_value: Decimal,
     total_portfolio_value: Decimal | None,
-    llm: CoreLLM,
+    llm: LLM,
 ) -> list[CryptoInsight]:
     """
-    Generate AI-powered insights using ai-infra CoreLLM.
+    Generate AI-powered insights using ai-infra LLM.
 
     Uses natural language conversation (NO output_schema) for personalized advice.
 
-    CRITICAL: Uses ai-infra.llm.CoreLLM (never custom LLM clients).
+    CRITICAL: Uses ai-infra.llm.LLM (never custom LLM clients).
     """
     insights = []
 

fin_infra/documents/analysis.py

@@ -2,7 +2,7 @@
 AI-powered document analysis and insights.
 
 Uses rule-based analysis (simulated AI) for financial documents.
-Production: Use ai-infra CoreLLM for real AI-powered insights.
+Production: Use ai-infra LLM for real AI-powered insights.
 
 Quick Start:
     >>> from fin_infra.documents.analysis import analyze_document
@@ -14,7 +14,7 @@ Quick Start:
     >>> print(result.recommendations)
 
 Production Integration:
-    - Use ai-infra CoreLLM for all LLM calls (never custom clients)
+    - Use ai-infra LLM for all LLM calls (never custom clients)
     - Cache analysis results (24h TTL via svc-infra cache)
     - Track LLM costs per user (ai-infra cost tracking)
     - Add disclaimers for financial advice
@@ -68,7 +68,7 @@ async def analyze_document(
 
     Notes:
         - Current: Rule-based analysis (simulated AI)
-        - Production: Use ai-infra CoreLLM (never custom LLM clients)
+        - Production: Use ai-infra LLM (never custom LLM clients)
         - Production: Check cache before analysis (svc-infra cache, 24h TTL)
         - Production: Track LLM costs (ai-infra cost tracking)
         - Production: Add disclaimer: "Not a substitute for certified financial advisor"
@@ -218,7 +218,7 @@ def _analyze_tax_document(ocr_text: str, metadata: dict, document_id: str) -> "D
 
     Notes:
         - Current: Rule-based analysis (simulated AI)
-        - Production: Use ai-infra CoreLLM with financial tax prompt
+        - Production: Use ai-infra LLM with financial tax prompt
         - Production: Include tax bracket information
         - Production: Suggest W-4 adjustments if applicable
         - Production: Identify potential deductions or credits
@@ -318,7 +318,7 @@ def _analyze_bank_statement(ocr_text: str, metadata: dict, document_id: str) ->
 
     Notes:
         - Current: Rule-based analysis (simulated AI)
-        - Production: Use ai-infra CoreLLM with spending analysis prompt
+        - Production: Use ai-infra LLM with spending analysis prompt
         - Production: Identify unusual transactions or patterns
         - Production: Compare to typical spending (if available)
         - Production: Suggest budget optimizations

fin_infra/goals/management.py

@@ -7,14 +7,14 @@ Provides 4 goal types with validation and progress tracking:
 3. Debt-Free Goal: Debt payoff schedule with APR calculations
 4. Wealth Milestone: Project growth to target net worth
 
-Uses ai-infra CoreLLM for validation + local math for calculations.
+Uses ai-infra LLM for validation + local math for calculations.
 Weekly progress check-ins via svc-infra.jobs scheduler ($0.0036/user/month).
 
 Example:
-    from ai_infra.llm import CoreLLM
+    from ai_infra.llm import LLM
     from fin_infra.goals.management import FinancialGoalTracker
 
-    llm = CoreLLM()
+    llm = LLM()
     tracker = FinancialGoalTracker(
         llm=llm,
         provider="google",
@@ -475,9 +475,9 @@ class FinancialGoalTracker:
     Cost: ~$0.0009/validation, ~$0.0009/week for progress ($0.0036/user/month)
 
     Example:
-        from ai_infra.llm import CoreLLM
+        from ai_infra.llm import LLM
 
-        llm = CoreLLM()
+        llm = LLM()
         tracker = FinancialGoalTracker(llm=llm, provider="google")
 
         # Validate goal
@@ -503,7 +503,7 @@ class FinancialGoalTracker:
         Initialize goal tracker.
 
         Args:
-            llm: ai-infra CoreLLM instance
+            llm: ai-infra LLM instance
             provider: LLM provider ("google", "openai", "anthropic")
             model_name: Model name (default: gemini-2.0-flash-exp)
         """

fin_infra/net_worth/ease.py

@@ -368,7 +368,7 @@ def easy_net_worth(
 
     if enable_llm:
         try:
-            from ai_infra.llm import CoreLLM
+            from ai_infra.llm import LLM
         except ImportError:
             raise ImportError(
                 "LLM features require ai-infra package. " "Install with: pip install ai-infra"
@@ -387,8 +387,8 @@ def easy_net_worth(
                 f"Unknown llm_provider: {llm_provider}. " f"Use 'google', 'openai', or 'anthropic'"
             )
 
-        # Create shared CoreLLM instance
-        llm = CoreLLM()
+        # Create shared LLM instance
+        llm = LLM()
 
         # Create LLM components (deferred import to avoid circular dependency)
         # These modules will be created in Section 17 V2 implementation

fin_infra/net_worth/insights.py

@@ -7,14 +7,14 @@ Provides 4 types of insights:
 3. Goal Recommendations: Validate financial goals and suggest paths
 4. Asset Allocation Advice: Portfolio rebalancing based on age/risk
 
-Uses ai-infra CoreLLM with structured output (Pydantic schemas).
+Uses ai-infra LLM with structured output (Pydantic schemas).
 Caches insights for 24h (target: 95%+ hit rate, $0.042/user/month cost).
 
 Example:
-    from ai_infra.llm import CoreLLM
+    from ai_infra.llm import LLM
     from fin_infra.net_worth.insights import NetWorthInsightsGenerator
 
-    llm = CoreLLM()
+    llm = LLM()
     generator = NetWorthInsightsGenerator(
         llm=llm,
         provider="google",
@@ -379,7 +379,7 @@ class NetWorthInsightsGenerator:
     """
     Generate LLM-powered financial insights for net worth tracking.
 
-    Uses ai-infra CoreLLM with structured output (Pydantic schemas).
+    Uses ai-infra LLM with structured output (Pydantic schemas).
     Supports 4 insight types:
     1. Wealth trends (analyze net worth changes)
     2. Debt reduction (prioritize payoff by APR)
@@ -389,9 +389,9 @@ class NetWorthInsightsGenerator:
     Cost: ~$0.042/user/month (1 insight/day, 24h cache, Google Gemini)
 
     Example:
-        from ai_infra.llm import CoreLLM
+        from ai_infra.llm import LLM
 
-        llm = CoreLLM()
+        llm = LLM()
         generator = NetWorthInsightsGenerator(
             llm=llm,
             provider="google",
@@ -412,7 +412,7 @@ class NetWorthInsightsGenerator:
         Initialize insights generator.
 
         Args:
-            llm: ai-infra CoreLLM instance
+            llm: ai-infra LLM instance
             provider: LLM provider ("google", "openai", "anthropic")
             model_name: Model name (default: gemini-2.0-flash-exp)
         """

fin_infra/recurring/detectors_llm.py

@@ -7,7 +7,7 @@ Handles edge cases where statistical methods fail:
 - Gym fees with annual waived months or promotional discounts
 - Streaming services with rare price changes
 
-Uses ai-infra CoreLLM with few-shot prompting for 88% accuracy.
+Uses ai-infra LLM with few-shot prompting for 88% accuracy.
 Only called for ambiguous patterns (20-40% variance, ~10% of patterns).
 """
 
@@ -20,9 +20,9 @@ from pydantic import BaseModel, ConfigDict, Field
 
 # Lazy import for optional dependency (ai-infra)
 try:
-    from ai_infra.llm import CoreLLM
+    from ai_infra.llm import LLM
 except ImportError:
-    CoreLLM = None  # type: ignore
+    LLM = None  # type: ignore
 
 logger = logging.getLogger(__name__)
 
@@ -31,7 +31,7 @@ class VariableRecurringPattern(BaseModel):
     """
     Result of LLM variable amount detection.
 
-    Output schema for CoreLLM structured output.
+    Output schema for LLM structured output.
     """
 
     is_recurring: bool = Field(
@@ -149,11 +149,11 @@ class VariableDetectorLLM:
     Layer 4 of 4-layer hybrid architecture:
     - Only called when variance is 20-40% (ambiguous, ~10% of patterns)
     - Statistical methods handle <20% variance (85% coverage)
-    - Uses CoreLLM to understand semantic variance (seasonal, spikes)
+    - Uses LLM to understand semantic variance (seasonal, spikes)
 
     Flow:
     1. Receive merchant name, amounts, date pattern
-    2. Call CoreLLM with few-shot prompt
+    2. Call LLM with few-shot prompt
     3. Return VariableRecurringPattern
     4. Update budget tracking
     """
@@ -182,13 +182,13 @@ class VariableDetectorLLM:
         self.max_cost_per_day = max_cost_per_day
         self.max_cost_per_month = max_cost_per_month
 
-        # Initialize CoreLLM
-        if CoreLLM is None:
+        # Initialize LLM
+        if LLM is None:
             raise ImportError(
                 "ai-infra required for LLM variable detection. Install: pip install ai-infra"
             )
 
-        self.llm = CoreLLM()
+        self.llm = LLM()
 
         # Budget tracking (in-memory for simplicity, should use Redis in production)
         self._daily_cost = 0.0
@@ -263,7 +263,7 @@ class VariableDetectorLLM:
         date_pattern: str,
     ) -> VariableRecurringPattern:
         """
-        Call CoreLLM for variable amount detection.
+        Call LLM for variable amount detection.
 
         Uses few-shot prompting with 5 examples.
         Structured output via Pydantic schema.

fin_infra/recurring/insights.py

@@ -6,7 +6,7 @@ Provides on-demand insights for users:
 - Top subscriptions by cost
 - Cost-saving recommendations (bundle deals, unused subscriptions)
 
-Uses ai-infra CoreLLM with few-shot prompting.
+Uses ai-infra LLM with few-shot prompting.
 Caches results for 24 hours (80% hit rate expected) → <1ms latency.
 Triggered via GET /recurring/insights API endpoint (not automatic).
 """
@@ -21,9 +21,9 @@ from pydantic import BaseModel, ConfigDict, Field
 
 # Lazy import for optional dependency (ai-infra)
 try:
-    from ai_infra.llm import CoreLLM
+    from ai_infra.llm import LLM
 except ImportError:
-    CoreLLM = None  # type: ignore
+    LLM = None  # type: ignore
 
 logger = logging.getLogger(__name__)
 
@@ -32,7 +32,7 @@ class SubscriptionInsights(BaseModel):
     """
     Natural language subscription insights.
 
-    Output schema for CoreLLM structured output.
+    Output schema for LLM structured output.
     """
 
     summary: str = Field(
@@ -150,7 +150,7 @@ class SubscriptionInsightsGenerator:
 
     Layer 5 of 4-layer hybrid architecture (on-demand, optional):
     1. Check cache first (80% hit rate, 24h TTL) → <1ms
-    2. Call CoreLLM if cache miss → 300-500ms
+    2. Call LLM if cache miss → 300-500ms
     3. Cache result for 24 hours
     4. Return SubscriptionInsights
 
@@ -187,13 +187,13 @@ class SubscriptionInsightsGenerator:
         self.max_cost_per_day = max_cost_per_day
         self.max_cost_per_month = max_cost_per_month
 
-        # Initialize CoreLLM
-        if CoreLLM is None:
+        # Initialize LLM
+        if LLM is None:
             raise ImportError(
                 "ai-infra required for insights generation. Install: pip install ai-infra"
             )
 
-        self.llm = CoreLLM()
+        self.llm = LLM()
 
         # Initialize cache if enabled
         self.cache = None
@@ -235,7 +235,7 @@ class SubscriptionInsightsGenerator:
         Flow:
         1. Check cache (80% hit rate, key: insights:{user_id}) → <1ms
         2. Check budget (daily/monthly caps)
-        3. Call CoreLLM if cache miss → 300-500ms
+        3. Call LLM if cache miss → 300-500ms
         4. Cache result (24h TTL)
         5. Return SubscriptionInsights
 
@@ -357,7 +357,7 @@ class SubscriptionInsightsGenerator:
         subscriptions: list[dict[str, Any]],
     ) -> SubscriptionInsights:
         """
-        Call CoreLLM for insights generation.
+        Call LLM for insights generation.
 
         Uses few-shot prompting with 3 examples.
         Structured output via Pydantic schema.

fin_infra/recurring/normalizers.py

@@ -7,7 +7,7 @@ Handles cryptic merchant names that fail pattern-based normalization:
 - Store numbers: #1234, store-specific identifiers
 - Legal entities: Inc, LLC, Corp, Ltd
 
-Uses ai-infra CoreLLM with few-shot prompting for 90-95% accuracy.
+Uses ai-infra LLM with few-shot prompting for 90-95% accuracy.
 Caches results for 7 days (95% hit rate expected) → <1ms latency.
 Falls back to RapidFuzz if LLM fails or disabled.
 """
@@ -22,9 +22,9 @@ from pydantic import BaseModel, ConfigDict, Field
 
 # Lazy import for optional dependency (ai-infra)
 try:
-    from ai_infra.llm import CoreLLM
+    from ai_infra.llm import LLM
 except ImportError:
-    CoreLLM = None  # type: ignore
+    LLM = None  # type: ignore
 
 logger = logging.getLogger(__name__)
 
@@ -33,7 +33,7 @@ class MerchantNormalized(BaseModel):
     """
     Result of LLM merchant name normalization.
 
-    Output schema for CoreLLM structured output.
+    Output schema for LLM structured output.
     """
 
     canonical_name: str = Field(
@@ -129,7 +129,7 @@ class MerchantNormalizer:
 
     Layer 2 of 4-layer hybrid architecture:
     1. Check cache first (95% hit rate, 7-day TTL) → <1ms
-    2. Call CoreLLM if cache miss → 200-400ms
+    2. Call LLM if cache miss → 200-400ms
     3. Cache result for 7 days
     4. Return MerchantNormalized
 
@@ -172,13 +172,13 @@ class MerchantNormalizer:
         self.max_cost_per_day = max_cost_per_day
         self.max_cost_per_month = max_cost_per_month
 
-        # Initialize CoreLLM
-        if CoreLLM is None:
+        # Initialize LLM
+        if LLM is None:
             raise ImportError(
                 "ai-infra required for LLM normalization. Install: pip install ai-infra"
             )
 
-        self.llm = CoreLLM()
+        self.llm = LLM()
 
         # Initialize cache if enabled
         self.cache = None
@@ -220,7 +220,7 @@ class MerchantNormalizer:
         Flow:
         1. Check cache (95% hit rate) → <1ms
         2. Check budget (daily/monthly caps)
-        3. Call CoreLLM if cache miss → 200-400ms
+        3. Call LLM if cache miss → 200-400ms
         4. Validate confidence threshold
         5. Cache result (7-day TTL)
         6. Return MerchantNormalized
@@ -332,7 +332,7 @@ class MerchantNormalizer:
 
     async def _call_llm(self, merchant_name: str) -> MerchantNormalized:
         """
-        Call CoreLLM for merchant normalization.
+        Call LLM for merchant normalization.
 
         Uses few-shot prompting with 20 examples.
         Structured output via Pydantic schema.

fin_infra/tax/tlh.py

@@ -43,13 +43,13 @@ Production Notes:
 - Use svc-infra jobs to run daily TLH scans (cron: "0 9 * * 1-5" for weekday mornings)
 - Cache results with 24h TTL (market prices change daily)
 - Integrate with brokerage API for recent trades (wash sale checking)
-- Use ai-infra CoreLLM for intelligent replacement suggestions (sector analysis, correlation)
+- Use ai-infra LLM for intelligent replacement suggestions (sector analysis, correlation)
 - Add compliance logging for all TLH recommendations (audit trail)
 - Consider state tax rates in addition to federal (varies by state)
 
 Cost Considerations:
 - Market data: Use fin_infra.markets for current prices (~$0.01/quote)
-- LLM suggestions: Use ai-infra CoreLLM for replacements (~$0.001/suggestion)
+- LLM suggestions: Use ai-infra LLM for replacements (~$0.001/suggestion)
 - Target: <$0.05/user/month for TLH analysis
 """
 
@@ -230,7 +230,7 @@ def find_tlh_opportunities(
     Production Notes:
         - Use svc-infra cache with 24h TTL: @cache_read(ttl=86400)
         - Fetch recent_trades from brokerage API (last 90 days)
-        - Use ai-infra CoreLLM for intelligent replacement suggestions
+        - Use ai-infra LLM for intelligent replacement suggestions
         - Log all recommendations to svc-infra audit log
         - Consider state tax rates in addition to federal
     """
@@ -434,7 +434,7 @@ def _suggest_replacement(symbol: str, asset_class: str) -> str:
     Provides a similar exposure without triggering wash sale.
     Uses simple rules based on common symbols and asset classes.
 
-    Production: Use ai-infra CoreLLM for intelligent suggestions based on:
+    Production: Use ai-infra LLM for intelligent suggestions based on:
     - Sector/industry analysis
     - Correlation with original security
     - Market cap similarity
@@ -454,7 +454,7 @@ def _suggest_replacement(symbol: str, asset_class: str) -> str:
         'ARKK'  # Innovation ETF
     """
     # Simple rule-based suggestions (v1)
-    # TODO: Replace with ai-infra CoreLLM for intelligent suggestions
+    # TODO: Replace with ai-infra LLM for intelligent suggestions
     replacements = {
         # Tech stocks → sector ETFs
         "AAPL": "VGT",  # Tech ETF

{fin_infra-0.1.59.dist-info → fin_infra-0.1.61.dist-info}/METADATA

@@ -1,6 +1,6 @@
 Metadata-Version: 2.3
 Name: fin-infra
-Version: 0.1.59
+Version: 0.1.61
 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
@@ -19,6 +19,7 @@ Classifier: Programming Language :: Python :: 3 :: Only
 Classifier: Topic :: Office/Business :: Financial
 Classifier: Topic :: Software Development :: Libraries :: Python Modules
 Classifier: Typing :: Typed
+Requires-Dist: ai-infra (>=0.1.142)
 Requires-Dist: cashews[redis] (>=7.0)
 Requires-Dist: ccxt (>=4.0.0)
 Requires-Dist: httpx (>=0.25.0)

{fin_infra-0.1.59.dist-info → fin_infra-0.1.61.dist-info}/RECORD

@@ -4,13 +4,13 @@ fin_infra/analytics/__init__.py,sha256=aiuNnii0vc34XlNzrSiMbz33lzgmR7W1nHkmAEXav
 fin_infra/analytics/add.py,sha256=a8ZcVc0-3gxq64IFs9fN7XVMayzE6RCCnBWV3zzc7GU,12832
 fin_infra/analytics/cash_flow.py,sha256=3ff2FEhQKVzhrKnCHPoH6QkzREcvYLi1tqj6vkRjxi8,10246
 fin_infra/analytics/ease.py,sha256=p8WwFP4ivvFsvZzYRCZZVHgnPThiODve9r4-m0xnxQQ,14343
-fin_infra/analytics/models.py,sha256=isOUaCuSGG_kYCFAjlt9kPIkrjlNOcqbB3-xf-r8B_Q,8219
+fin_infra/analytics/models.py,sha256=cK6VKLZ763zXfn9REXOnLGx0v3Q8bUa-vH8aoNs2w-A,8215
 fin_infra/analytics/portfolio.py,sha256=HvJ1kKve0MhyQ6VJbLFEuNnRCdoddu84dxLyLF9Xg3s,26511
 fin_infra/analytics/projections.py,sha256=7cuG6w1KXq8sd3UNufu5aOcxG5n-foswrHqrgWWKQUM,9186
 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=Md8iOFKkvFbNmIGV56mVDTYJbZ7oNtK-rMAZiNX2j2E,25902
+fin_infra/analytics/spending.py,sha256=zXTcYAj_fWQtzOHgSN4P0dSIm80Q5eke6T3LbWltjyU,25882
 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
@@ -33,13 +33,13 @@ 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=kRPtxLyIpCsYjH1NtaIL_WvJX5Y9tOsdDkYbFCTggSU,12706
+fin_infra/categorization/llm_layer.py,sha256=JkzTTdlUWtiCBzKgNAGWvhR7Qt4-UVc12itD2BlxwlQ,12695
 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
-fin_infra/chat/__init__.py,sha256=xDW8Q7L9Pj2i27f6V9tTRS1Xmsz6eDVXrGvWZ9VEG-s,6849
-fin_infra/chat/ease.py,sha256=ZUUHT_Rk5IsZDQDBQ6XectyP-ivgs99kPvMMkgJJyaQ,3145
-fin_infra/chat/planning.py,sha256=5W8JZknLmcOKA9vdUwA1Tnj5uPw-3liGC1txKMf8XRA,17964
+fin_infra/chat/__init__.py,sha256=_4yQ7jRgrOgQAeiplrOnPJnTk9Ojc4Mdxg9thHhI_MQ,6837
+fin_infra/chat/ease.py,sha256=8T0BQUkWQVpaTooD5-ZtinackkciqGargXnzWzayj3M,3113
+fin_infra/chat/planning.py,sha256=gmVo7t-KLohEaI3r8rJ_-6EFtMnpEmlfl8JhZLAHx94,17936
 fin_infra/cli/__init__.py,sha256=7M8gKULnui4__9kXRKRHgETuFwZlacK9xrq5rSZ31CM,376
 fin_infra/cli/cmds/__init__.py,sha256=BvL3wRoUl3cO5wesv1Cqoatup7VeYMhq82tS19iNZHE,136
 fin_infra/cli/cmds/scaffold_cmds.py,sha256=HZrnJ6NgTBYbt6LuJeoi7JKJgWE_umX9v7zjtwYfP-g,7659
@@ -56,10 +56,10 @@ fin_infra/credit/experian/parser.py,sha256=7ptdLyTWWqHWqCo1CXn6L7XaIn9ZRRuOaATbF
 fin_infra/credit/experian/provider.py,sha256=iG2cyftdc7c2pvKWVfeNd3vF_ylNayyhgyUG7Jnl1VI,13766
 fin_infra/credit/mock.py,sha256=xKWZk3fhuIYRfiZkNc9fbHUNViNKjmOLSj0MTI1f4ik,5356
 fin_infra/crypto/__init__.py,sha256=HpplYEY8GiBz55ehYRDQxs8SWJIW1smBs9eFOKt_nzI,8318
-fin_infra/crypto/insights.py,sha256=fuGFKkOkZoYKit29_kbH1T2XWvbMKVmhFUd57E2XOmQ,11695
+fin_infra/crypto/insights.py,sha256=J1aPT05soNJrhvClZGa-SNyJ-KYsQFm6PSGcoukwdfo,11651
 fin_infra/documents/__init__.py,sha256=Ub1hbX3PTrBSsBdcbL8PFf6oq8jSH4pYxW45-qOYPqs,1909
 fin_infra/documents/add.py,sha256=ztSFCY42hfLLgUbXefxvf_AAbzaxJ6xpEZJpcHE8g7c,8133
-fin_infra/documents/analysis.py,sha256=MOtfjEWRDqmT_KyT31kfQ8pcfQ06oyeKkVLRMz-jQRg,14012
+fin_infra/documents/analysis.py,sha256=zY5OQEIlq3JLNND_cg2KheFdryUmIecPOR2lR6oKhPw,13992
 fin_infra/documents/ease.py,sha256=rnxEIMjf6vLvD-h5WD4wM6PwmcB4iUtAtnvGxbFA5zA,9625
 fin_infra/documents/models.py,sha256=5MK5Mvs7s6HfNuNldT4xxwLGV4z1f7vNJLwDD-jalgw,6889
 fin_infra/documents/ocr.py,sha256=cuXzrx6k3GIhiaB4-OMPyroB6GBdXuvXP7LAcs0ZV5o,9596
@@ -68,7 +68,7 @@ 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
-fin_infra/goals/management.py,sha256=5A2jytyZT9CdW9VxrEG4_GiZ8F528yXNf6VNTZAzHjs,33839
+fin_infra/goals/management.py,sha256=_DA4lHvcNJVCKLusSU1tIbPc_2Ya8KqXY_67ku6Asws,33815
 fin_infra/goals/milestones.py,sha256=MTh3iyJSkDjLNYE1RtmyY4MuxqaGTgohTGU0NAbJaV0,9967
 fin_infra/goals/models.py,sha256=DxUrYJqlfKdrmFBucNikLbto3NgxoiJAmsL3v0LR4DQ,10237
 fin_infra/goals/scaffold_templates/README.md,sha256=CoE_3I2K32orOFH6CvfVBaJBTGDYIESd5-48V7vU1FI,9974
@@ -106,9 +106,9 @@ fin_infra/net_worth/__init__.py,sha256=EjEuHNg8gEfFwbfko1-o5j-gSUZ2FcO9h7l05C-zA
 fin_infra/net_worth/add.py,sha256=5xYy2L5hEEPiQNF79i-ArWVztLXk2XM97DoZYNWGAz8,23100
 fin_infra/net_worth/aggregator.py,sha256=grif-N8qk77L_JQ4IlcOJaKKP1qpxel0lIV_ll3HgjI,12646
 fin_infra/net_worth/calculator.py,sha256=JERDtZyFurw5x2NYqfHvJzv6qigamI3AFfR-wesTj_E,13133
-fin_infra/net_worth/ease.py,sha256=wrQ5zI2nVsbSCVFQXBSEt0DMI6xK-jv5m0AyZkyuOx8,15106
+fin_infra/net_worth/ease.py,sha256=XvOaowgj64JLKOtEq-B8MIc3fgrysL4vG8m1e5j-ukY,15094
 fin_infra/net_worth/goals.py,sha256=BJGxdsMjvgQDELFEJo-ai3DvsAzUNXvzMXkwovHr8yQ,1238
-fin_infra/net_worth/insights.py,sha256=4GUyV-YEXgBs0ZuBx1OnSV0B2N-e0jvKoIgQ2yB7M7g,25250
+fin_infra/net_worth/insights.py,sha256=vVK4BtfHNJGb1wyk9XD0fLpoadATTdorF8OxHOgD9b0,25222
 fin_infra/net_worth/models.py,sha256=pTdPEA0TiIrV2PT0381ftaQIMnnKciUqJYntdFrAaCQ,22711
 fin_infra/net_worth/scaffold_templates/README.md,sha256=Wqd6ksqFjmtNdDFOWVV_duuAcePWwiu3_YgkVM9N_WY,14363
 fin_infra/net_worth/scaffold_templates/__init__.py,sha256=OKeMCC_JNw6m8rBWr_wesOIJ1OR9LCBeIkXKahbCGC4,132
@@ -147,12 +147,12 @@ fin_infra/py.typed,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 fin_infra/recurring/__init__.py,sha256=ihMPywft8pGqzMu6EXxbQCU7ByoMl_dvad00gWV1mnk,2308
 fin_infra/recurring/add.py,sha256=bOvpRbtMjWYqNpq8dTR6aCNsR0iTRMyXWGZyMWQZk8A,18573
 fin_infra/recurring/detector.py,sha256=1e6PRoBAT2NxoGAgcVHAWwpPtznkJMaYSrJtvSq0YqM,20154
-fin_infra/recurring/detectors_llm.py,sha256=Op6auE7BOsgZG8LWtEWvYSLeF3mBPU0W2XlEs-GvZqI,11522
+fin_infra/recurring/detectors_llm.py,sha256=Gz0rArX2MwAvjW97ceqKUFe8F0Fxt9RzLBwPPjd_NSg,11482
 fin_infra/recurring/ease.py,sha256=OrpxGHi8kt6LkMmww5l0Xy2pU-5hP_dR4IgdOiaIRaU,11179
-fin_infra/recurring/insights.py,sha256=fO4i518Zwxb2efLDX9PwlZee9rSAnZ8FPKY2viQBUjs,15908
+fin_infra/recurring/insights.py,sha256=l0j0Qste9I3VGsUxneoVfEPLBI8-rLWzO8fn1jZHZd8,15868
 fin_infra/recurring/models.py,sha256=N4G_LM0xZr3ptHtlqOmcsw3AL2v9g7IX92SmBljkNek,8894
 fin_infra/recurring/normalizer.py,sha256=LIZU90BTshsFvswu5pjLPIvIoWbUTXxzTWBOrmzJ6pI,9725
-fin_infra/recurring/normalizers.py,sha256=E-D4CdN-sykLnsVgpZyn3H7Wwa-34NjvHrLg8esGT9Q,15952
+fin_infra/recurring/normalizers.py,sha256=8yFx2yshw7aaxMDInoF4YLfEyPkTERAM9vQwHBAFpW4,15912
 fin_infra/recurring/summary.py,sha256=1Wte58ZZkEFulkb-nnpwfC5h7C_JrqByy47itdVdWwc,14665
 fin_infra/scaffold/__init__.py,sha256=OyD8ZtIC4eNTHqD16rbpT8KU0TpZUI6VV4xne4vpaHg,831
 fin_infra/scaffold/budgets.py,sha256=XXOLlEcyBXVwdbJB__qObRXJ0oe1okwDT_-5tG8c9Yk,9515
@@ -168,13 +168,13 @@ fin_infra/security/token_store.py,sha256=lNnGUlQCJImc-OAcHbHij8xYHkV3jb6MgBpwEra
 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/tax/tlh.py,sha256=6OlZ3Gb13rSFrmW7vPqVTq_NB45D110iHgCwzYp2nTA,21523
 fin_infra/utils/__init__.py,sha256=gKacLSWMAis--pasd8AuVN7ap0e9Z1TjRGur0J23EDo,648
 fin_infra/utils/http.py,sha256=wgXo5amXyzAX49v_lRUvp4Xxq8nodX32CMJyWl6u89I,568
 fin_infra/utils/retry.py,sha256=p4i4heGdHkLsqLHuHY4riwOkuLjbbfbUE8cA4t3UAgQ,1052
 fin_infra/version.py,sha256=4t_crzhrLum--oyowUMxtjBTzUtWp7oRTF22ewEvJG4,49
-fin_infra-0.1.59.dist-info/LICENSE,sha256=wK-Ya7Ylxa38dSIZRhvNj1ZVLIrHC-BAI8v38PNADiA,1061
-fin_infra-0.1.59.dist-info/METADATA,sha256=MfgW2XzEuyOEBV2AuCEtaWaZHL8ao4937WLKgAGyeRc,10182
-fin_infra-0.1.59.dist-info/WHEEL,sha256=IYZQI976HJqqOpQU6PHkJ8fb3tMNBFjg-Cn-pwAbaFM,88
-fin_infra-0.1.59.dist-info/entry_points.txt,sha256=Sr1uikvALZMeKm-DIkeKG4L9c4SNqysXGO_IRF8_9eU,53
-fin_infra-0.1.59.dist-info/RECORD,,
+fin_infra-0.1.61.dist-info/LICENSE,sha256=wK-Ya7Ylxa38dSIZRhvNj1ZVLIrHC-BAI8v38PNADiA,1061
+fin_infra-0.1.61.dist-info/METADATA,sha256=KMCtxNsFrBD0F_hOCvy9yYmnis_O0DMwR32pjxEUI2Q,10218
+fin_infra-0.1.61.dist-info/WHEEL,sha256=IYZQI976HJqqOpQU6PHkJ8fb3tMNBFjg-Cn-pwAbaFM,88
+fin_infra-0.1.61.dist-info/entry_points.txt,sha256=Sr1uikvALZMeKm-DIkeKG4L9c4SNqysXGO_IRF8_9eU,53
+fin_infra-0.1.61.dist-info/RECORD,,