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

fin_infra/categorization/engine.py

@@ -23,7 +23,7 @@ from .taxonomy import Category
 try:
     from .llm_layer import LLMCategorizer
 except ImportError:
-    LLMCategorizer = None
+    LLMCategorizer = None  # type: ignore[assignment,misc]
 
 logger = logging.getLogger(__name__)
 
@@ -95,7 +95,7 @@ class CategorizationEngine:
         Returns:
             CategoryPrediction with category, confidence, and method
         """
-        start_time = time.perf_counter()
+        time.perf_counter()
 
         # Normalize merchant name
         normalized = self._normalize(merchant_name)
@@ -333,7 +333,7 @@ def get_engine() -> CategorizationEngine:
     return _default_engine
 
 
-def categorize(
+async def categorize(
     merchant_name: str,
     user_id: Optional[str] = None,
     include_alternatives: bool = False,
@@ -350,4 +350,4 @@ def categorize(
         CategoryPrediction with category, confidence, and method
     """
     engine = get_engine()
-    return engine.categorize(merchant_name, user_id, include_alternatives)
+    return await engine.categorize(merchant_name, user_id, include_alternatives)

fin_infra/categorization/llm_layer.py

@@ -15,13 +15,12 @@ Expected performance:
 
 import hashlib
 import logging
-from typing import Optional, List, Tuple
+from typing import Any, List, Optional, Tuple, cast
 from pydantic import BaseModel, Field
 
 # ai-infra imports
 try:
     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")
 
@@ -217,7 +216,7 @@ class LLMCategorizer:
         user_message = self._build_user_message(merchant_name, user_id)
 
         # Call LLM with retry logic
-        extra = {
+        extra: dict[str, Any] = {
             "retry": {
                 "max_tries": 3,
                 "base": 0.5,
@@ -245,7 +244,7 @@ class LLMCategorizer:
                 f"Must be one of {len(valid_categories)} valid categories."
             )
 
-        return response
+        return cast(CategoryPrediction, response)
 
     def _build_system_prompt(self) -> str:
         """Build system prompt with few-shot examples (reused across all requests)."""
@@ -285,8 +284,8 @@ class LLMCategorizer:
 Merchant: "{merchant_name}"
 
 User context:
-- Frequently shops at: {context['top_merchants']}
-- Top spending categories: {context['top_categories']}
+- Frequently shops at: {context["top_merchants"]}
+- Top spending categories: {context["top_categories"]}
 
 Return JSON with category, confidence, and reasoning."""
         else:

fin_infra/categorization/models.py

@@ -44,7 +44,7 @@ class CategoryPrediction(BaseModel):
                 "category": "Coffee Shops",
                 "confidence": 0.98,
                 "method": "exact",
-                "alternatives": [("Restaurants", 0.15), ("Fast Food", 0.10)],
+                "alternatives": [["Restaurants", 0.15], ["Fast Food", 0.10]],
             }
         }
     )

fin_infra/chat/__init__.py

@@ -28,6 +28,11 @@ Example:
     )
 """
 
+from typing import TYPE_CHECKING, Any
+
+if TYPE_CHECKING:
+    from fastapi import FastAPI
+
 from fin_infra.chat.planning import (
     FinancialPlanningConversation,
     ConversationResponse,
@@ -51,7 +56,7 @@ __all__ = [
 
 
 def add_financial_conversation(
-    app: "FastAPI",  # type: ignore
+    app: "FastAPI",
     *,
     prefix: str = "/chat",
     conversation: FinancialPlanningConversation | None = None,
@@ -110,11 +115,6 @@ def add_financial_conversation(
         - Includes financial advice disclaimer in all responses
         - Logs all LLM calls for compliance (via svc-infra logging)
     """
-    from typing import TYPE_CHECKING, Any
-
-    if TYPE_CHECKING:
-        from fastapi import FastAPI
-
     from pydantic import BaseModel, Field
 
     # Import svc-infra user router (requires auth)
@@ -149,15 +149,6 @@ def add_financial_conversation(
         # TODO: Get user_id from svc-infra auth context
         user_id = "demo_user"  # Placeholder
 
-        # Check for sensitive content
-        if is_sensitive_question(request.question):
-            return ConversationResponse(
-                answer="I cannot process requests containing sensitive information like SSNs, passwords, or account numbers. Please rephrase your question without this information.",
-                follow_up_questions=[],
-                conversation_id=f"{user_id}_denied",
-                disclaimer="This is an automated safety response.",
-            )
-
         # Ask conversation
         response = await conversation.ask(
             user_id=user_id,
@@ -173,7 +164,7 @@ def add_financial_conversation(
         # TODO: Get user_id from svc-infra auth context
         user_id = "demo_user"
         context = await conversation._get_context(user_id)
-        return context.exchanges if context else []
+        return context.previous_exchanges if context else []
 
     @router.delete("/history")
     async def clear_history():

fin_infra/chat/planning.py

@@ -338,8 +338,65 @@ class FinancialPlanningConversation:
         # Save updated context (24h TTL)
         await self._save_context(context)
 
+        # Track latest session id for convenience endpoints (history/clear).
+        # Best-effort: failures here must not break the chat response.
+        try:
+            await self.cache.set(
+                self._latest_session_key(user_id),
+                context.session_id,
+                ttl=86400,
+            )
+        except Exception:
+            pass
+
         return response
 
+    # ---------------------------------------------------------------------
+    # Backward-compatible context helpers
+    # ---------------------------------------------------------------------
+
+    def _latest_session_key(self, user_id: str) -> str:
+        return f"fin_infra:conversation_latest_session:{user_id}"
+
+    async def _get_latest_session_id(self, user_id: str) -> str | None:
+        try:
+            value = await self.cache.get(self._latest_session_key(user_id))
+        except Exception:
+            return None
+
+        if value is None:
+            return None
+        if isinstance(value, bytes):
+            try:
+                return value.decode("utf-8")
+            except Exception:
+                return None
+        if isinstance(value, str):
+            return value
+        return str(value)
+
+    async def _get_context(
+        self, user_id: str, session_id: str | None = None
+    ) -> ConversationContext | None:
+        if session_id is None:
+            session_id = await self._get_latest_session_id(user_id)
+        if session_id is None:
+            return None
+
+        return await self._load_context(user_id=user_id, session_id=session_id)
+
+    async def _clear_context(self, user_id: str, session_id: str | None = None) -> None:
+        if session_id is None:
+            session_id = await self._get_latest_session_id(user_id)
+
+        if session_id is not None:
+            await self.clear_session(user_id=user_id, session_id=session_id)
+
+        try:
+            await self.cache.delete(self._latest_session_key(user_id))
+        except Exception:
+            pass
+
     async def _load_context(
         self,
         user_id: str,

fin_infra/cli/cmds/scaffold_cmds.py

@@ -108,7 +108,7 @@ def cmd_scaffold(
             err=True,
         )
         raise typer.Exit(1)
-    
+
     # Import scaffold function based on domain
     if domain == "budgets":
         from fin_infra.scaffold.budgets import scaffold_budgets_core

fin_infra/compliance/__init__.py

@@ -21,7 +21,7 @@ from __future__ import annotations
 
 import logging
 from datetime import datetime
-from typing import Any, Callable, TYPE_CHECKING
+from typing import Any, Callable, TYPE_CHECKING, cast
 
 if TYPE_CHECKING:
     from fastapi import FastAPI, Request, Response
@@ -118,7 +118,7 @@ def add_compliance_tracking(
 
         # Track only GET requests (data access)
         if method != "GET":
-            return await call_next(request)
+            return cast("Response", await call_next(request))
 
         # Determine if path is a compliance-tracked endpoint
         event = None
@@ -148,7 +148,7 @@ def add_compliance_tracking(
             if on_event:
                 on_event(event, context)
 
-        return response
+        return cast("Response", response)
 
     logger.info(
         "Compliance tracking enabled",

fin_infra/credit/add.py

@@ -23,6 +23,7 @@ Example:
 """
 
 import logging
+from typing import cast
 
 from fastapi import FastAPI, Depends, HTTPException, status
 
@@ -175,7 +176,7 @@ def add_credit(
                 # Don't fail request if webhook publishing fails
                 logger.warning(f"Failed to publish credit.score_changed webhook: {e}")
 
-        return score
+        return cast(CreditScore, score)
 
     @router.post("/report", response_model=CreditReport)
     @credit_resource.cache_read(ttl=cache_ttl, suffix="report")
@@ -219,7 +220,7 @@ def add_credit(
                 detail="Credit bureau service unavailable",
             )
 
-        return report
+        return cast(CreditReport, report)
 
     # Mount router with dual routes (with/without trailing slash)
     app.include_router(router, include_in_schema=True)

fin_infra/credit/experian/auth.py

@@ -24,6 +24,7 @@ Example:
 """
 
 import base64
+from typing import cast
 
 import httpx
 from svc_infra.cache import cache_read
@@ -85,7 +86,7 @@ class ExperianAuthManager:
             >>> headers = {"Authorization": f"Bearer {token}"}
         """
         # Call the cached implementation with client_id for cache key
-        return await self._get_token_cached(client_id=self.client_id)
+        return cast(str, await self._get_token_cached(client_id=self.client_id))
 
     @cache_read(
         key="oauth_token:experian:{client_id}",  # Use client_id for uniqueness
@@ -140,7 +141,7 @@ class ExperianAuthManager:
 
         # Parse and return token
         data = response.json()
-        return data["access_token"]
+        return cast(str, data["access_token"])
 
     async def invalidate(self) -> None:
         """Invalidate cached token for THIS client (force refresh on next get_token call).

fin_infra/credit/experian/client.py

@@ -14,7 +14,7 @@ Example:
     >>> data = await client.get_credit_score("user123")
 """
 
-from typing import Any
+from typing import Any, cast
 
 import httpx
 from tenacity import (
@@ -155,7 +155,7 @@ class ExperianClient:
                 **kwargs,
             )
             response.raise_for_status()
-            return response.json()
+            return cast(dict[str, Any], response.json())
 
         except httpx.HTTPStatusError as e:
             # Parse error response

fin_infra/credit/experian/provider.py

@@ -31,7 +31,7 @@ Example:
 
 import logging
 from datetime import datetime, timezone
-from typing import Literal
+from typing import Literal, cast
 
 from fin_infra.credit.experian.auth import ExperianAuthManager
 from fin_infra.credit.experian.client import ExperianClient
@@ -174,7 +174,7 @@ class ExperianProvider(CreditProvider):
         permissible_purpose = kwargs.get("permissible_purpose", "account_review")
         requester_ip = kwargs.get("requester_ip", "unknown")
         requester_user_id = kwargs.get("requester_user_id", "unknown")
-        
+
         # FCRA Audit Log - REQUIRED for regulatory compliance (15 USC § 1681b)
         # This log must be retained for at least 2 years per FCRA requirements
         timestamp = datetime.now(timezone.utc).isoformat()
@@ -190,7 +190,7 @@ class ExperianProvider(CreditProvider):
                 "environment": self.environment,
                 "timestamp": timestamp,
                 "result": "pending",
-            }
+            },
         )
 
         try:
@@ -202,7 +202,7 @@ class ExperianProvider(CreditProvider):
 
             # Parse response to CreditScore model
             result = parse_credit_score(data, user_id=user_id)
-            
+
             # Log successful pull
             fcra_audit_logger.info(
                 "FCRA_CREDIT_PULL_SUCCESS",
@@ -213,11 +213,11 @@ class ExperianProvider(CreditProvider):
                     "timestamp": timestamp,
                     "result": "success",
                     "score_returned": result.score is not None,
-                }
+                },
             )
-            
+
             return result
-            
+
         except Exception as e:
             # Log failed pull - still required for FCRA audit trail
             fcra_audit_logger.warning(
@@ -229,7 +229,7 @@ class ExperianProvider(CreditProvider):
                     "timestamp": timestamp,
                     "result": "error",
                     "error_type": type(e).__name__,
-                }
+                },
             )
             raise
 
@@ -262,7 +262,7 @@ class ExperianProvider(CreditProvider):
         permissible_purpose = kwargs.get("permissible_purpose", "account_review")
         requester_ip = kwargs.get("requester_ip", "unknown")
         requester_user_id = kwargs.get("requester_user_id", "unknown")
-        
+
         # FCRA Audit Log - REQUIRED for regulatory compliance (15 USC § 1681b)
         # Full credit report pulls have stricter requirements than score-only pulls
         # This log must be retained for at least 2 years per FCRA requirements
@@ -280,7 +280,7 @@ class ExperianProvider(CreditProvider):
                 "timestamp": timestamp,
                 "result": "pending",
                 "report_type": "full",
-            }
+            },
         )
 
         try:
@@ -292,7 +292,7 @@ class ExperianProvider(CreditProvider):
 
             # Parse response to CreditReport model
             result = parse_credit_report(data, user_id=user_id)
-            
+
             # Log successful pull
             fcra_audit_logger.info(
                 "FCRA_CREDIT_PULL_SUCCESS",
@@ -304,11 +304,11 @@ class ExperianProvider(CreditProvider):
                     "result": "success",
                     "accounts_returned": len(result.accounts) if result.accounts else 0,
                     "inquiries_returned": len(result.inquiries) if result.inquiries else 0,
-                }
+                },
             )
-            
+
             return result
-            
+
         except Exception as e:
             # Log failed pull - still required for FCRA audit trail
             fcra_audit_logger.warning(
@@ -320,7 +320,7 @@ class ExperianProvider(CreditProvider):
                     "timestamp": timestamp,
                     "result": "error",
                     "error_type": type(e).__name__,
-                }
+                },
             )
             raise
 
@@ -360,4 +360,4 @@ class ExperianProvider(CreditProvider):
             signature_key=signature_key,
         )
 
-        return data.get("subscriptionId", "unknown")
+        return cast(str, data.get("subscriptionId", "unknown"))

fin_infra/crypto/__init__.py

@@ -70,7 +70,7 @@ def easy_crypto(
         return CoinGeckoCryptoData()
 
     else:
-        raise ValueError(f"Unknown crypto data provider: {provider_name}. " f"Supported: coingecko")
+        raise ValueError(f"Unknown crypto data provider: {provider_name}. Supported: coingecko")
 
 
 def add_crypto_data(

fin_infra/crypto/insights.py

@@ -258,10 +258,8 @@ Provide your insight:"""
 
     try:
         # Use natural language conversation (no output_schema)
-        # Note: In tests, achat is mocked with messages= parameter
-        # In production, this should use user_msg, provider, model_name parameters
         response = await llm.achat(
-            messages=[{"role": "user", "content": prompt}],
+            user_msg=prompt,
         )
 
         # Parse response text

fin_infra/documents/add.py

@@ -93,6 +93,7 @@ def add_documents(
     # Import svc-infra base function to mount base endpoints (with fallback)
     try:
         from svc_infra.documents import add_documents as add_base_documents
+
         HAS_SVC_INFRA_DOCUMENTS = True
     except ImportError:
         # Fallback for older svc-infra versions - skip base endpoints
@@ -104,16 +105,17 @@ def add_documents(
 
     # Step 1: Mount base endpoints (upload, list, get, delete) via svc-infra
     # This returns the base DocumentManager, but we'll create our own FinancialDocumentManager
-    if HAS_SVC_INFRA_DOCUMENTS and add_base_documents:
+    if HAS_SVC_INFRA_DOCUMENTS and add_base_documents is not None:
         add_base_documents(app, storage_backend=storage, prefix=prefix, tags=tags)
     else:
         # Legacy mode: mount basic endpoints inline (for svc-infra < 0.1.668)
         import warnings
+
         warnings.warn(
             "svc_infra.documents not found. Using legacy document endpoints. "
             "Please upgrade svc-infra to >=0.1.668 for full functionality.",
             DeprecationWarning,
-            stacklevel=2
+            stacklevel=2,
         )
 
     # Step 2: Create financial document manager with OCR/AI capabilities
@@ -210,9 +212,7 @@ def add_documents(
             ```
         """
         try:
-            return await manager.analyze(
-                document_id=document_id, force_refresh=force_refresh
-            )
+            return await manager.analyze(document_id=document_id, force_refresh=force_refresh)
         except ValueError as e:
             raise HTTPException(status_code=404, detail=str(e))
 

fin_infra/documents/ease.py

@@ -44,11 +44,12 @@ except ImportError:
     # Fallback for older svc-infra versions without documents module
     # This provides backward compatibility until svc-infra 0.1.668+ is published
     import warnings
+
     warnings.warn(
         "svc_infra.documents not found. Using legacy implementation. "
         "Please upgrade svc-infra to >=0.1.668 for layered architecture support.",
         DeprecationWarning,
-        stacklevel=2
+        stacklevel=2,
     )
     BaseDocumentManager = object  # type: ignore
 
@@ -65,10 +66,10 @@ class FinancialDocumentManager(BaseDocumentManager):
     Inherits from svc-infra DocumentManager:
         - upload(), download(), delete(), get(), list() for base document CRUD
         - storage backend integration
-    
+
     Adds financial-specific methods:
         - upload_financial(): Upload with DocumentType, tax_year, form_type
-        - extract_text(): OCR for tax forms  
+        - extract_text(): OCR for tax forms
         - analyze(): AI-powered financial insights
 
     Attributes:

fin_infra/documents/models.py

@@ -52,17 +52,17 @@ class DocumentType(str, Enum):
 class FinancialDocument(BaseDocument):
     """
     Financial document extending base Document with financial-specific fields.
-    
+
     Inherits from svc-infra Document:
         - id, user_id, filename, file_size, upload_date
         - storage_path, content_type, checksum
         - metadata (Dict[str, Any])
-    
+
     Adds financial-specific fields:
         - type: DocumentType enum
         - tax_year: Optional year for tax documents
         - form_type: Optional form identifier (W-2, 1099, etc.)
-    
+
     Examples:
         >>> # Tax document with W-2 form
         >>> doc = FinancialDocument(

fin_infra/documents/ocr.py

@@ -46,7 +46,7 @@ async def extract_text(
     Extract text from a document using OCR (uses svc-infra storage).
 
     Args:
-        storage: Storage backend instance  
+        storage: Storage backend instance
         document_id: Document identifier
         provider: OCR provider ("tesseract" or "textract")
         force_refresh: Force re-extraction even if cached result exists

fin_infra/documents/storage.py

@@ -46,6 +46,7 @@ try:
         list_documents as base_list_documents,
         upload_document as base_upload_document,
     )
+
     HAS_SVC_INFRA_DOCUMENTS = True
 except ImportError:
     # Fallback for older svc-infra versions - use legacy implementation
@@ -153,7 +154,7 @@ def get_document(document_id: str) -> Optional["FinancialDocument"]:
         >>> doc = get_document("doc_abc123")
         >>> if doc:
         ...     print(doc.filename, doc.type, doc.tax_year)
-    
+
     Notes:
         - Delegates to svc-infra.documents.get_document
         - Converts base Document to FinancialDocument

fin_infra/exceptions.py

@@ -6,7 +6,7 @@ This module provides a consistent exception hierarchy across all fin-infra compo
 - Validation errors (data validation, compliance)
 - Calculation errors (financial calculations)
 
-All exceptions inherit from FinInfraError, allowing users to catch all library 
+All exceptions inherit from FinInfraError, allowing users to catch all library
 errors with a single except clause.
 
 Example:

fin_infra/goals/add.py

@@ -29,7 +29,7 @@ add_goals(app)
 
 import logging
 from datetime import datetime
-from typing import List, Optional
+from typing import Any, List, Optional, cast
 
 from fastapi import FastAPI, HTTPException, status, Query, Body
 from pydantic import BaseModel, Field
@@ -469,7 +469,7 @@ def add_goals(
             # Get all milestones from the goal (check_milestones only returns newly reached ones)
             goal = get_goal(goal_id)
             milestones = goal.get("milestones", [])
-            return milestones
+            return cast(list[dict[Any, Any]], milestones)
         except KeyError:
             raise HTTPException(
                 status_code=status.HTTP_404_NOT_FOUND, detail=f"Goal {goal_id} not found"

fin_infra/goals/management.py

@@ -41,7 +41,7 @@ Example:
 """
 
 from datetime import datetime
-from typing import Any
+from typing import Any, cast
 
 from pydantic import BaseModel, Field
 
@@ -597,10 +597,10 @@ Goal type: {goal_type}
 Goal data: {goal}
 
 CALCULATED VALUES (use these exactly, don't recalculate):
-- Feasibility: {calc['feasibility']}
-- Required monthly: ${calc['required_monthly']:,.0f}
+- Feasibility: {calc["feasibility"]}
+- Required monthly: ${calc["required_monthly"]:,.0f}
 - Projected completion: {projected_date}
-- Current progress: {calc['current_progress']:.1%}
+- Current progress: {calc["current_progress"]:.1%}
 
 Provide context and advice around these calculations. Suggest 2-3 alternative paths and 3-5 specific recommendations."""
 
@@ -839,7 +839,7 @@ def get_goal(goal_id: str) -> dict[str, Any]:
     if goal_id not in _GOALS_STORE:
         raise KeyError(f"Goal not found: {goal_id}")
 
-    return _GOALS_STORE[goal_id]
+    return cast(dict[str, Any], _GOALS_STORE[goal_id])
 
 
 def update_goal(
@@ -885,7 +885,7 @@ def update_goal(
 
     Goal(**goal)  # Will raise ValidationError if invalid
 
-    return goal
+    return cast(dict[str, Any], goal)
 
 
 def delete_goal(goal_id: str) -> None:

fin_infra/goals/milestones.py

@@ -26,7 +26,7 @@ Example:
 """
 
 from datetime import datetime
-from typing import Any
+from typing import Any, cast
 
 from fin_infra.goals.management import get_goal, update_goal
 from fin_infra.goals.models import Milestone
@@ -229,7 +229,7 @@ def get_next_milestone(goal_id: str) -> dict[str, Any] | None:
     # Find first unreached milestone (sorted by amount)
     for milestone in milestones:
         if not milestone.get("reached", False):
-            return milestone
+            return cast(dict[str, Any], milestone)
 
     return None