fin-infra 0.1.62__py3-none-any.whl → 0.1.69__py3-none-any.whl

fin_infra/analytics/add.py

@@ -208,12 +208,10 @@ def add_analytics(
         user_id: str,
         accounts: Optional[list[str]] = None,
         with_holdings: bool = Query(
-            False,
-            description="Use real holdings data from investment provider for accurate P/L"
+            False, description="Use real holdings data from investment provider for accurate P/L"
         ),
         access_token: Optional[str] = Query(
-            None,
-            description="Investment provider access token (required if with_holdings=true)"
+            None, description="Investment provider access token (required if with_holdings=true)"
         ),
     ) -> PortfolioMetrics:
         """
@@ -249,31 +247,31 @@ def add_analytics(
         if with_holdings:
             # Check if investment provider is available on app state
             investment_provider = getattr(app.state, "investment_provider", None)
-            
+
             if investment_provider and access_token:
                 try:
                     # Fetch real holdings from investment provider
                     from fin_infra.analytics.portfolio import portfolio_metrics_with_holdings
-                    
+
                     holdings = await investment_provider.get_holdings(
                         access_token=access_token,
                         account_ids=accounts,
                     )
-                    
+
                     # Calculate metrics from real holdings
                     return portfolio_metrics_with_holdings(holdings)
-                    
+
                 except Exception as e:
                     # Fall back to balance-only calculation on error
                     # Log error but don't fail the request
                     import logging
+
                     logging.warning(f"Failed to fetch holdings, falling back to balance-only: {e}")
             elif with_holdings and not access_token:
                 raise HTTPException(
-                    status_code=400,
-                    detail="access_token required when with_holdings=true"
+                    status_code=400, detail="access_token required when with_holdings=true"
                 )
-        
+
         # Default: Use balance-only calculation (existing behavior)
         return await provider.portfolio_metrics(
             user_id,

fin_infra/analytics/cash_flow.py

@@ -6,6 +6,7 @@ Provides income vs expense analysis, breakdowns by source/category, and forecast
 from __future__ import annotations
 
 from datetime import datetime, timedelta
+from decimal import Decimal
 from typing import Any, Optional
 
 from ..models import Transaction
@@ -219,7 +220,7 @@ async def forecast_cash_flow(
 def _categorize_transactions(
     transactions: list[Transaction],
     categorization_provider=None,
-) -> tuple[dict[str, float], dict[str, float]]:
+) -> tuple[dict[str, Decimal], dict[str, Decimal]]:
     """Helper to categorize transactions into income sources and expense categories.
 
     Args:
@@ -229,19 +230,19 @@ def _categorize_transactions(
     Returns:
         Tuple of (income_by_source, expenses_by_category) dicts
     """
-    income_by_source: dict[str, float] = {}
-    expenses_by_category: dict[str, float] = {}
+    income_by_source: dict[str, Decimal] = {}
+    expenses_by_category: dict[str, Decimal] = {}
 
     for txn in transactions:
         if txn.amount > 0:
             # Income transaction
             source = _determine_income_source(txn)
-            income_by_source[source] = income_by_source.get(source, 0) + txn.amount
+            income_by_source[source] = income_by_source.get(source, Decimal(0)) + txn.amount
         else:
             # Expense transaction
             category = _get_expense_category(txn, categorization_provider)
             amount = abs(txn.amount)
-            expenses_by_category[category] = expenses_by_category.get(category, 0) + amount
+            expenses_by_category[category] = expenses_by_category.get(category, Decimal(0)) + amount
 
     return income_by_source, expenses_by_category
 

fin_infra/analytics/portfolio.py

@@ -565,25 +565,18 @@ def portfolio_metrics_with_holdings(holdings: list) -> PortfolioMetrics:
         >>> metrics = portfolio_metrics_with_holdings(holdings)
     """
     # Import here to avoid circular dependency
-    from decimal import Decimal
 
     # Calculate total portfolio value and cost basis
-    total_value = float(sum(
-        holding.institution_value
-        for holding in holdings
-    ))
+    total_value = float(sum(holding.institution_value for holding in holdings))
 
-    total_cost_basis = float(sum(
-        holding.cost_basis if holding.cost_basis is not None else 0
-        for holding in holdings
-    ))
+    total_cost_basis = float(
+        sum(holding.cost_basis if holding.cost_basis is not None else 0 for holding in holdings)
+    )
 
     # Calculate total return (P/L)
     total_return_dollars = total_value - total_cost_basis
     total_return_percent = (
-        (total_return_dollars / total_cost_basis * 100.0)
-        if total_cost_basis > 0
-        else 0.0
+        (total_return_dollars / total_cost_basis * 100.0) if total_cost_basis > 0 else 0.0
     )
 
     # Calculate asset allocation from real security types
@@ -685,9 +678,7 @@ def calculate_day_change_with_snapshot(
     # Calculate day change
     day_change_dollars = current_total - previous_total
     day_change_percent = (
-        (day_change_dollars / previous_total * 100.0)
-        if previous_total > 0
-        else 0.0
+        (day_change_dollars / previous_total * 100.0) if previous_total > 0 else 0.0
     )
 
     return {
@@ -739,18 +730,20 @@ def _calculate_allocation_from_holdings(
     }
 
     # Sum values by asset class
-    allocation_values = defaultdict(float)
+    allocation_values: dict[str, float] = defaultdict(float)
     for holding in holdings:
-        security_type = holding.security.type.value if hasattr(holding.security.type, 'value') else holding.security.type
+        security_type = (
+            holding.security.type.value
+            if hasattr(holding.security.type, "value")
+            else holding.security.type
+        )
         asset_class = type_to_class.get(security_type, "Other")
         allocation_values[asset_class] += float(holding.institution_value)
 
     # Convert to list of AssetAllocation objects
     allocation_list = [
         AssetAllocation(
-            asset_class=asset_class,
-            value=value,
-            percentage=round((value / total_value) * 100.0, 2)
+            asset_class=asset_class, value=value, percentage=round((value / total_value) * 100.0, 2)
         )
         for asset_class, value in allocation_values.items()
     ]

fin_infra/analytics/rebalancing.py

@@ -329,13 +329,11 @@ def _generate_trade_reasoning(
 
     if action == "buy":
         return (
-            f"Buy {symbol} to increase {asset_class} allocation "
-            f"by {diff_pct:.1f}% towards target"
+            f"Buy {symbol} to increase {asset_class} allocation by {diff_pct:.1f}% towards target"
         )
     else:
         return (
-            f"Sell {symbol} to decrease {asset_class} allocation "
-            f"by {diff_pct:.1f}% towards target"
+            f"Sell {symbol} to decrease {asset_class} allocation by {diff_pct:.1f}% towards target"
         )
 
 

fin_infra/analytics/savings.py

@@ -77,7 +77,7 @@ async def calculate_savings_rate(
         period_enum = Period(period)
     except ValueError:
         raise ValueError(
-            f"Invalid period '{period}'. Must be one of: " f"{', '.join([p.value for p in Period])}"
+            f"Invalid period '{period}'. Must be one of: {', '.join([p.value for p in Period])}"
         )
 
     try:

fin_infra/analytics/spending.py

@@ -162,12 +162,13 @@ async def analyze_spending(
     )
 
     return SpendingInsight(
-        top_merchants=top_merchants,
-        category_breakdown=dict(category_totals),
+        # Convert Decimal to float for model compatibility (intentional for Pydantic field types)
+        top_merchants=[(m, float(v)) for m, v in top_merchants],
+        category_breakdown={k: float(v) for k, v in category_totals.items()},
         spending_trends=spending_trends,
         anomalies=anomalies,
         period_days=days,
-        total_spending=total_spending,
+        total_spending=float(total_spending) if total_spending else 0.0,
     )
 
 
@@ -291,10 +292,10 @@ async def _calculate_spending_trends(
         # In reality, would fetch historical data
         previous_amount = current_amount * Decimal("0.9")
 
-        change_percent = (
-            ((current_amount - previous_amount) / previous_amount) * 100
+        change_percent: float = (
+            float((current_amount - previous_amount) / previous_amount) * 100
             if previous_amount > 0
-            else 0
+            else 0.0
         )
 
         # Threshold for "stable" is within 5%
@@ -342,8 +343,10 @@ async def _detect_spending_anomalies(
         # In reality, would calculate from historical data
         average_amount = current_amount * Decimal("0.8")
 
-        deviation_percent = (
-            ((current_amount - average_amount) / average_amount) * 100 if average_amount > 0 else 0
+        deviation_percent: float = (
+            float((current_amount - average_amount) / average_amount) * 100
+            if average_amount > 0
+            else 0.0
         )
 
         # Detect anomalies based on deviation
@@ -359,9 +362,10 @@ async def _detect_spending_anomalies(
         anomalies.append(
             SpendingAnomaly(
                 category=category,
-                current_amount=current_amount,
-                average_amount=average_amount,
-                deviation_percent=deviation_percent,
+                # Convert Decimal to float for model compatibility (intentional for Pydantic field types)
+                current_amount=float(current_amount),
+                average_amount=float(average_amount),
+                deviation_percent=float(deviation_percent),
                 severity=severity,
             )
         )

fin_infra/banking/__init__.py

@@ -45,7 +45,7 @@ from __future__ import annotations
 
 import os
 from datetime import date
-from typing import TYPE_CHECKING, Optional
+from typing import TYPE_CHECKING, Optional, cast
 
 from pydantic import BaseModel, Field
 
@@ -199,7 +199,7 @@ def easy_banking(provider: str = "teller", **config) -> BankingProvider:
             }
 
     # Use provider registry to dynamically load and configure provider
-    return resolve("banking", provider, **config)
+    return cast(BankingProvider, resolve("banking", provider, **config))
 
 
 def add_banking(
@@ -397,10 +397,13 @@ def add_banking(
             }
         """
         # Get all transactions from provider
+        # Convert date to ISO string format as expected by BankingProvider.transactions()
+        start_date_str: str | None = start_date.isoformat() if start_date else None
+        end_date_str: str | None = end_date.isoformat() if end_date else None
         transactions = banking.transactions(
             access_token=access_token,
-            start_date=start_date,
-            end_date=end_date,
+            start_date=start_date_str,
+            end_date=end_date_str,
         )
 
         # Apply filters
@@ -589,7 +592,7 @@ def add_banking(
 
 
 # Import utilities at end to avoid circular imports
-from .utils import (
+from .utils import (  # noqa: E402
     validate_plaid_token,
     validate_teller_token,
     validate_mx_token,

fin_infra/banking/history.py

@@ -68,10 +68,10 @@ def _check_in_memory_warning() -> None:
     global _production_warning_logged
     if _production_warning_logged:
         return
-    
+
     env = os.getenv("ENV", "development").lower()
     storage_backend = os.getenv("FIN_INFRA_STORAGE_BACKEND", "memory").lower()
-    
+
     if env in ("production", "staging") and storage_backend == "memory":
         _logger.warning(
             "⚠️ CRITICAL: Balance history using IN-MEMORY storage in %s environment! "
@@ -135,7 +135,7 @@ def record_balance_snapshot(
     """
     # Check if in-memory storage is being used in production
     _check_in_memory_warning()
-    
+
     snapshot = BalanceSnapshot(
         account_id=account_id,
         balance=balance,