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

fin_infra/banking/utils.py

@@ -8,23 +8,23 @@ Apps still manage user-to-token mappings, but these utilities simplify common op
 from __future__ import annotations
 
 import re
-from datetime import datetime, timezone, timedelta
+from datetime import datetime, timezone
 from typing import Any, Dict, Optional, Literal
 from pydantic import BaseModel, ConfigDict, Field
-from pydantic.json_schema import JsonSchemaValue
-from pydantic_core import core_schema
 
 from ..providers.base import BankingProvider
 
 
 class BankingConnectionInfo(BaseModel):
     """Information about a banking provider connection."""
-    
+
     model_config = ConfigDict()
-    
+
     provider: Literal["plaid", "teller", "mx"]
     connected: bool
-    access_token: Optional[str] = Field(None, description="Token (only for internal use, never expose)")
+    access_token: Optional[str] = Field(
+        None, description="Token (only for internal use, never expose)"
+    )
     item_id: Optional[str] = None
     enrollment_id: Optional[str] = None
     connected_at: Optional[datetime] = None
@@ -35,12 +35,12 @@ class BankingConnectionInfo(BaseModel):
 
 class BankingConnectionStatus(BaseModel):
     """Status of all banking connections for a user."""
-    
+
     plaid: Optional[BankingConnectionInfo] = None
     teller: Optional[BankingConnectionInfo] = None
     mx: Optional[BankingConnectionInfo] = None
     has_any_connection: bool = False
-    
+
     @property
     def connected_providers(self) -> list[str]:
         """List of connected provider names."""
@@ -52,13 +52,13 @@ class BankingConnectionStatus(BaseModel):
         if self.mx and self.mx.connected:
             providers.append("mx")
         return providers
-    
+
     @property
     def primary_provider(self) -> Optional[str]:
         """Primary provider (first connected, or most recently synced)."""
         if not self.has_any_connection:
             return None
-        
+
         # Preference order: plaid > teller > mx
         if self.plaid and self.plaid.connected:
             return "plaid"
@@ -72,17 +72,17 @@ class BankingConnectionStatus(BaseModel):
 def validate_plaid_token(access_token: str) -> bool:
     """
     Validate Plaid access token format.
-    
+
     Args:
         access_token: Plaid access token to validate
-        
+
     Returns:
         True if token format is valid
-        
+
     Note:
         This only validates format, not that the token is active/unexpired.
         Use provider's API to verify token health.
-    
+
     Example:
         >>> validate_plaid_token("access-sandbox-abc123")
         True
@@ -91,26 +91,26 @@ def validate_plaid_token(access_token: str) -> bool:
     """
     if not access_token:
         return False
-    
+
     # Plaid tokens typically start with "access-{environment}-"
-    pattern = r'^access-(sandbox|development|production)-[a-zA-Z0-9-_]+$'
+    pattern = r"^access-(sandbox|development|production)-[a-zA-Z0-9-_]+$"
     return bool(re.match(pattern, access_token))
 
 
 def validate_teller_token(access_token: str) -> bool:
     """
     Validate Teller access token format.
-    
+
     Args:
         access_token: Teller access token to validate
-        
+
     Returns:
         True if token format is valid
-        
+
     Note:
         This only validates format, not that the token is active/unexpired.
         Use provider's API to verify token health.
-    
+
     Example:
         >>> validate_teller_token("test_token_abc123")
         True
@@ -119,46 +119,46 @@ def validate_teller_token(access_token: str) -> bool:
     """
     if not access_token:
         return False
-    
+
     # Teller tokens are typically alphanumeric with underscores
     # Sandbox tokens often start with "test_"
-    pattern = r'^[a-zA-Z0-9_-]{10,}$'
+    pattern = r"^[a-zA-Z0-9_-]{10,}$"
     return bool(re.match(pattern, access_token))
 
 
 def validate_mx_token(access_token: str) -> bool:
     """
     Validate MX access token format.
-    
+
     Args:
         access_token: MX access token to validate
-        
+
     Returns:
         True if token format is valid
-    
+
     Example:
         >>> validate_mx_token("USR-abc123")
         True
     """
     if not access_token:
         return False
-    
+
     # MX tokens typically have a prefix like "USR-"
-    pattern = r'^[A-Z]+-[a-zA-Z0-9-_]+$'
+    pattern = r"^[A-Z]+-[a-zA-Z0-9-_]+$"
     return bool(re.match(pattern, access_token))
 
 
 def validate_provider_token(provider: str, access_token: str) -> bool:
     """
     Validate token format for any provider.
-    
+
     Args:
         provider: Provider name ("plaid", "teller", "mx")
         access_token: Token to validate
-        
+
     Returns:
         True if token format is valid for the provider
-        
+
     Example:
         >>> validate_provider_token("plaid", "access-sandbox-abc")
         True
@@ -170,29 +170,29 @@ def validate_provider_token(provider: str, access_token: str) -> bool:
         "teller": validate_teller_token,
         "mx": validate_mx_token,
     }
-    
+
     validator = validators.get(provider.lower())
     if not validator:
         # Unknown provider - do basic validation
         return bool(access_token and len(access_token) > 10)
-    
+
     return validator(access_token)
 
 
 def parse_banking_providers(banking_providers: Dict[str, Any]) -> BankingConnectionStatus:
     """
     Parse banking_providers JSON field into structured status.
-    
+
     Args:
         banking_providers: Dictionary from User.banking_providers field
             Structure: {
                 "plaid": {"access_token": "...", "item_id": "...", "connected_at": "..."},
                 "teller": {"access_token": "...", "enrollment_id": "..."}
             }
-            
+
     Returns:
         Structured status with connection info for all providers
-        
+
     Example:
         >>> status = parse_banking_providers(user.banking_providers)
         >>> if status.has_any_connection:
@@ -201,10 +201,10 @@ def parse_banking_providers(banking_providers: Dict[str, Any]) -> BankingConnect
         ...         print(f"Connected: {provider}")
     """
     status = BankingConnectionStatus()
-    
+
     if not banking_providers:
         return status
-    
+
     # Parse Plaid
     if "plaid" in banking_providers:
         plaid_data = banking_providers["plaid"]
@@ -218,7 +218,7 @@ def parse_banking_providers(banking_providers: Dict[str, Any]) -> BankingConnect
             is_healthy=plaid_data.get("is_healthy", True),
             error_message=plaid_data.get("error_message"),
         )
-    
+
     # Parse Teller
     if "teller" in banking_providers:
         teller_data = banking_providers["teller"]
@@ -232,7 +232,7 @@ def parse_banking_providers(banking_providers: Dict[str, Any]) -> BankingConnect
             is_healthy=teller_data.get("is_healthy", True),
             error_message=teller_data.get("error_message"),
         )
-    
+
     # Parse MX
     if "mx" in banking_providers:
         mx_data = banking_providers["mx"]
@@ -245,42 +245,45 @@ def parse_banking_providers(banking_providers: Dict[str, Any]) -> BankingConnect
             is_healthy=mx_data.get("is_healthy", True),
             error_message=mx_data.get("error_message"),
         )
-    
-    status.has_any_connection = any([
-        status.plaid and status.plaid.connected,
-        status.teller and status.teller.connected,
-        status.mx and status.mx.connected,
-    ])
-    
+
+    status.has_any_connection = any(
+        [
+            status.plaid and status.plaid.connected,
+            status.teller and status.teller.connected,
+            status.mx and status.mx.connected,
+        ]
+    )
+
     return status
 
 
 def sanitize_connection_status(status: BankingConnectionStatus) -> Dict[str, Any]:
     """
     Sanitize connection status for API responses (removes access tokens).
-    
+
     Args:
         status: Connection status with tokens
-        
+
     Returns:
         Dictionary safe for API responses (no tokens)
-        
+
     Example:
         >>> status = parse_banking_providers(user.banking_providers)
         >>> safe_data = sanitize_connection_status(status)
         >>> return {"connections": safe_data}  # Safe to return to client
     """
-    result = {
+    result: dict[str, Any] = {
         "has_any_connection": status.has_any_connection,
         "connected_providers": status.connected_providers,
         "primary_provider": status.primary_provider,
         "providers": {},
     }
-    
+
     for provider_name in ["plaid", "teller", "mx"]:
         info = getattr(status, provider_name)
         if info:
-            result["providers"][provider_name] = {
+            providers_dict: dict[str, Any] = result["providers"]
+            providers_dict[provider_name] = {
                 "connected": info.connected,
                 "item_id": info.item_id,
                 "enrollment_id": info.enrollment_id,
@@ -290,7 +293,7 @@ def sanitize_connection_status(status: BankingConnectionStatus) -> Dict[str, Any
                 "error_message": info.error_message,
                 # NO access_token - this is sanitized
             }
-    
+
     return result
 
 
@@ -301,15 +304,15 @@ def mark_connection_unhealthy(
 ) -> Dict[str, Any]:
     """
     Mark a provider connection as unhealthy (for error handling).
-    
+
     Args:
         banking_providers: Current banking_providers dict
         provider: Provider name ("plaid", "teller", "mx")
         error_message: Error description
-        
+
     Returns:
         Updated banking_providers dict
-        
+
     Example:
         >>> try:
         ...     accounts = await banking.get_accounts(access_token)
@@ -323,11 +326,11 @@ def mark_connection_unhealthy(
     """
     if provider not in banking_providers:
         return banking_providers
-    
+
     banking_providers[provider]["is_healthy"] = False
     banking_providers[provider]["error_message"] = error_message
     banking_providers[provider]["error_at"] = datetime.now(timezone.utc).isoformat()
-    
+
     return banking_providers
 
 
@@ -337,14 +340,14 @@ def mark_connection_healthy(
 ) -> Dict[str, Any]:
     """
     Mark a provider connection as healthy (after successful sync).
-    
+
     Args:
         banking_providers: Current banking_providers dict
         provider: Provider name
-        
+
     Returns:
         Updated banking_providers dict
-        
+
     Example:
         >>> accounts = await banking.get_accounts(access_token)
         >>> user.banking_providers = mark_connection_healthy(
@@ -356,26 +359,28 @@ def mark_connection_healthy(
     """
     if provider not in banking_providers:
         return banking_providers
-    
+
     banking_providers[provider]["is_healthy"] = True
     banking_providers[provider]["error_message"] = None
     banking_providers[provider]["last_synced_at"] = datetime.now(timezone.utc).isoformat()
-    
+
     return banking_providers
 
 
-def get_primary_access_token(banking_providers: Dict[str, Any]) -> tuple[Optional[str], Optional[str]]:
+def get_primary_access_token(
+    banking_providers: Dict[str, Any],
+) -> tuple[Optional[str], Optional[str]]:
     """
     Get the primary access token and provider name.
-    
+
     Returns the first healthy, connected provider in priority order: plaid > teller > mx.
-    
+
     Args:
         banking_providers: Dictionary from User.banking_providers
-        
+
     Returns:
         Tuple of (access_token, provider_name) or (None, None)
-        
+
     Example:
         >>> access_token, provider = get_primary_access_token(user.banking_providers)
         >>> if access_token:
@@ -383,13 +388,13 @@ def get_primary_access_token(banking_providers: Dict[str, Any]) -> tuple[Optiona
         ...     accounts = await banking.get_accounts(access_token)
     """
     status = parse_banking_providers(banking_providers)
-    
+
     # Priority order: plaid > teller > mx
     for provider_name in ["plaid", "teller", "mx"]:
         info = getattr(status, provider_name)
         if info and info.connected and info.is_healthy and info.access_token:
             return info.access_token, provider_name
-    
+
     return None, None
 
 
@@ -399,14 +404,14 @@ async def test_connection_health(
 ) -> tuple[bool, Optional[str]]:
     """
     Test if a banking connection is healthy by making a lightweight API call.
-    
+
     Args:
         provider: Banking provider instance (from easy_banking())
         access_token: Access token to test
-        
+
     Returns:
         Tuple of (is_healthy, error_message)
-        
+
     Example:
         >>> banking = easy_banking(provider="plaid")
         >>> is_healthy, error = await test_connection_health(banking, access_token)
@@ -415,14 +420,14 @@ async def test_connection_health(
     """
     try:
         # Try to fetch accounts (lightweight call)
-        accounts = provider.accounts(access_token)
-        
+        provider.accounts(access_token)
+
         # If we got here, connection is healthy
         return True, None
-        
+
     except Exception as e:
         error_msg = str(e)
-        
+
         # Check for common error patterns
         if "unauthorized" in error_msg.lower() or "invalid" in error_msg.lower():
             return False, "Token invalid or expired"
@@ -435,14 +440,14 @@ async def test_connection_health(
 def should_refresh_token(banking_providers: Dict[str, Any], provider: str) -> bool:
     """
     Check if a provider token should be refreshed.
-    
+
     Args:
         banking_providers: Current banking_providers dict
         provider: Provider name
-        
+
     Returns:
         True if token should be refreshed
-        
+
     Example:
         >>> if should_refresh_token(user.banking_providers, "plaid"):
         ...     # Trigger token refresh flow
@@ -450,13 +455,13 @@ def should_refresh_token(banking_providers: Dict[str, Any], provider: str) -> bo
     """
     if provider not in banking_providers:
         return False
-    
+
     provider_data = banking_providers[provider]
-    
+
     # Check if marked unhealthy
     if not provider_data.get("is_healthy", True):
         return True
-    
+
     # Check last sync time
     last_synced_str = provider_data.get("last_synced_at")
     if last_synced_str:
@@ -466,7 +471,7 @@ def should_refresh_token(banking_providers: Dict[str, Any], provider: str) -> bo
             days_since_sync = (datetime.now(timezone.utc) - last_synced).days
             if days_since_sync > 30:
                 return True
-    
+
     return False
 
 
@@ -474,15 +479,15 @@ def _parse_datetime(value: Any) -> Optional[datetime]:
     """Parse datetime from various formats."""
     if not value:
         return None
-    
+
     if isinstance(value, datetime):
         return value
-    
+
     if isinstance(value, str):
         try:
             # Try ISO format
-            return datetime.fromisoformat(value.replace('Z', '+00:00'))
+            return datetime.fromisoformat(value.replace("Z", "+00:00"))
         except (ValueError, AttributeError):
             pass
-    
+
     return None

fin_infra/brokerage/__init__.py

@@ -123,7 +123,7 @@ def easy_brokerage(
         )
 
     else:
-        raise ValueError(f"Unknown brokerage provider: {provider_name}. " f"Supported: alpaca")
+        raise ValueError(f"Unknown brokerage provider: {provider_name}. Supported: alpaca")
 
 
 def add_brokerage(
@@ -212,7 +212,9 @@ def add_brokerage(
 
     # Initialize provider if string or None
     if isinstance(provider, str):
-        brokerage_provider = easy_brokerage(provider=provider, mode=mode, **config)
+        # Cast provider string to Literal type for type checker
+        provider_literal: Literal["alpaca"] | None = provider if provider == "alpaca" else None  # type: ignore[assignment]
+        brokerage_provider = easy_brokerage(provider=provider_literal, mode=mode, **config)
     elif provider is None:
         brokerage_provider = easy_brokerage(mode=mode, **config)
     else:
@@ -241,7 +243,7 @@ def add_brokerage(
         Returns list of positions with symbol, quantity, P/L, etc.
         """
         try:
-            positions = brokerage_provider.positions()
+            positions = list(brokerage_provider.positions())  # Convert Iterable to list for len()
             return {"positions": positions, "count": len(positions)}
         except Exception as e:
             raise HTTPException(status_code=500, detail=f"Error fetching positions: {str(e)}")

fin_infra/budgets/tracker.py

@@ -155,7 +155,7 @@ class BudgetTracker:
             BudgetType(type)
         except ValueError:
             raise ValueError(
-                f"Invalid budget type: {type}. " f"Valid types: {[t.value for t in BudgetType]}"
+                f"Invalid budget type: {type}. Valid types: {[t.value for t in BudgetType]}"
             )
 
         # Validate budget period
@@ -163,8 +163,7 @@ class BudgetTracker:
             BudgetPeriod(period)
         except ValueError:
             raise ValueError(
-                f"Invalid budget period: {period}. "
-                f"Valid periods: {[p.value for p in BudgetPeriod]}"
+                f"Invalid budget period: {period}. Valid periods: {[p.value for p in BudgetPeriod]}"
             )
 
         # Validate categories

fin_infra/cashflows/__init__.py

@@ -22,10 +22,13 @@ Example usage:
     rate = irr(cashflows)
 """
 
-from typing import Iterable
+from typing import TYPE_CHECKING
 
 import numpy_financial as npf
 
+if TYPE_CHECKING:
+    from fastapi import FastAPI
+
 from .core import npv, irr
 
 __all__ = ["npv", "irr", "pmt", "fv", "pv", "add_cashflows"]
@@ -110,7 +113,7 @@ def pv(rate: float, nper: int, pmt: float, fv: float = 0, when: str = "end") ->
 
 
 def add_cashflows(
-    app: "FastAPI",  # type: ignore
+    app: "FastAPI",
     *,
     prefix: str = "/cashflows",
 ) -> None:
@@ -169,11 +172,6 @@ def add_cashflows(
         - Integrated with svc-infra observability
         - Scoped docs at {prefix}/docs
     """
-    from typing import TYPE_CHECKING
-
-    if TYPE_CHECKING:
-        from fastapi import FastAPI
-
     from pydantic import BaseModel, Field
 
     # Import svc-infra public router (no auth - utility calculations)
@@ -254,4 +252,4 @@ def add_cashflows(
     # Mount router
     app.include_router(router, include_in_schema=True)
 
-    print(f"✅ Cashflow calculations enabled (NPV, IRR, PMT, FV, PV)")
+    print("✅ Cashflow calculations enabled (NPV, IRR, PMT, FV, PV)")

fin_infra/categorization/__init__.py

@@ -44,7 +44,7 @@ from .taxonomy import Category, CategoryGroup, get_all_categories, get_category_
 try:
     from .llm_layer import LLMCategorizer
 except ImportError:
-    LLMCategorizer = None
+    LLMCategorizer = None  # type: ignore[assignment,misc]
 
 __all__ = [
     # Easy setup

fin_infra/categorization/add.py

@@ -96,7 +96,8 @@ def add_categorization(
         start_time = time.perf_counter()
 
         try:
-            prediction = engine.categorize(
+            # Await the async categorize method
+            prediction = await engine.categorize(
                 merchant_name=request.merchant_name,
                 user_id=request.user_id,
                 include_alternatives=request.include_alternatives,
@@ -135,21 +136,19 @@ def add_categorization(
             categories = get_all_categories()
 
         # Return category metadata
-        return [
-            {
-                "name": cat.value,
-                "group": get_category_metadata(cat).group.value
-                if get_category_metadata(cat)
-                else None,
-                "display_name": get_category_metadata(cat).display_name
-                if get_category_metadata(cat)
-                else cat.value,
-                "description": get_category_metadata(cat).description
-                if get_category_metadata(cat)
-                else None,
-            }
-            for cat in categories
-        ]
+        result = []
+        for cat in categories:
+            meta = get_category_metadata(cat)
+            result.append(
+                {
+                    "name": cat.value,
+                    "group": meta.group.value if meta else None,
+                    "display_name": meta.display_name if meta else cat.value,
+                    "description": meta.description if meta else None,
+                }
+            )
+
+        return result
 
     @router.get("/stats", response_model=CategoryStats)
     async def get_stats():

fin_infra/categorization/ease.py

@@ -13,7 +13,7 @@ from .engine import CategorizationEngine
 try:
     from .llm_layer import LLMCategorizer
 except ImportError:
-    LLMCategorizer = None
+    LLMCategorizer = None  # type: ignore[assignment,misc]
 
 
 def easy_categorization(
@@ -113,7 +113,7 @@ def easy_categorization(
     if enable_llm:
         if LLMCategorizer is None:
             raise ImportError(
-                "LLM support requires ai-infra package. " "Install with: pip install ai-infra"
+                "LLM support requires ai-infra package. Install with: pip install ai-infra"
             )
 
         # Map provider names to ai-infra provider format
@@ -125,8 +125,7 @@ def easy_categorization(
         ai_infra_provider = provider_map.get(llm_provider)
         if not ai_infra_provider:
             raise ValueError(
-                f"Unsupported LLM provider: {llm_provider}. "
-                f"Use 'google', 'openai', or 'anthropic'."
+                f"Unsupported LLM provider: {llm_provider}. Use 'google', 'openai', or 'anthropic'."
             )
 
         # Default models per provider