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

fin_infra/markets/__init__.py

@@ -93,7 +93,7 @@ def easy_market(
 
     else:
         raise ValueError(
-            f"Unknown market data provider: {provider_name}. " f"Supported: alphavantage, yahoo"
+            f"Unknown market data provider: {provider_name}. Supported: alphavantage, yahoo"
         )
 
 
@@ -181,19 +181,19 @@ def add_market_data(
         - docs/adr/0004-market-data-integration.md: Architecture decisions
     """
     from fastapi import HTTPException, Query
-    from typing import TYPE_CHECKING, Optional
 
     # Import svc-infra public router (no auth required for market data)
     from svc_infra.api.fastapi.dual.public import public_router
 
-    if TYPE_CHECKING:
-        from fastapi import FastAPI
-
     # Create market provider instance (or use the provided one)
     if isinstance(provider, MarketDataProvider):
         market = provider
     else:
-        market = easy_market(provider=provider, **config)
+        # Cast provider to Literal type for type checker
+        provider_literal: Literal["alphavantage", "yahoo"] | None = (
+            provider if provider in ("alphavantage", "yahoo", None) else None  # type: ignore[assignment]
+        )
+        market = easy_market(provider=provider_literal, **config)
 
     # Create router (public - no auth required)
     router = public_router(prefix=prefix, tags=["Market Data"])
@@ -223,14 +223,17 @@ def add_market_data(
         try:
             candles = market.history(symbol, period=period, interval=interval)
             # Convert to dicts if they're Pydantic models
-            candles_list = []
+            candles_list: list[dict] = []
             for candle in candles:
                 if hasattr(candle, "model_dump"):
                     candles_list.append(candle.model_dump())
                 elif hasattr(candle, "dict"):
                     candles_list.append(candle.dict())
                 else:
-                    candles_list.append(candle)
+                    # Cast to dict for type compatibility
+                    candles_list.append(
+                        dict(candle) if hasattr(candle, "__iter__") else {"data": candle}
+                    )
             return {"candles": candles_list}
         except Exception as e:
             raise HTTPException(status_code=400, detail=str(e))

fin_infra/models/accounts.py

@@ -18,10 +18,11 @@ class AccountType(str, Enum):
 
 class Account(BaseModel):
     """Financial account model.
-    
+
     Uses Decimal for balance fields to prevent floating-point precision errors
     in financial calculations (e.g., $0.01 + $0.02 != $0.03 with float).
     """
+
     id: str
     name: str
     type: AccountType

fin_infra/models/transactions.py

@@ -1,6 +1,6 @@
 from __future__ import annotations
 
-from datetime import date
+from datetime import date  # noqa: F401 - used in type annotation
 from decimal import Decimal
 from typing import Optional
 
@@ -9,10 +9,11 @@ from pydantic import BaseModel, field_validator
 
 class Transaction(BaseModel):
     """Financial transaction model.
-    
+
     Uses Decimal for amount to prevent floating-point precision errors
     in financial calculations (e.g., $0.01 + $0.02 != $0.03 with float).
     """
+
     id: str
     account_id: str
     date: date

fin_infra/net_worth/add.py

@@ -36,13 +36,16 @@ tracker = add_net_worth_tracking(app)
 """
 
 from datetime import datetime, timedelta
+from typing import Any
 
 from fastapi import FastAPI, HTTPException, Query
 
 from fin_infra.net_worth.ease import NetWorthTracker, easy_net_worth
 from fin_infra.net_worth.models import (
+    AssetDetail,
     ConversationResponse,
     GoalProgressResponse,
+    LiabilityDetail,
     NetWorthResponse,
     SnapshotHistoryResponse,
 )
@@ -188,8 +191,8 @@ def add_net_worth_tracking(
             # Persistence: Asset/liability details stored in snapshot JSON fields or separate tables.
             # Generate with: fin-infra scaffold net_worth --dest-dir app/models/
             # For now, create empty lists for testing/examples.
-            asset_details = []
-            liability_details = []
+            asset_details: list[AssetDetail] = []
+            liability_details: list[LiabilityDetail] = []
 
             # Calculate breakdowns
             asset_allocation = calculate_asset_allocation(asset_details)
@@ -508,7 +511,7 @@ def add_net_worth_tracking(
             snapshot = await tracker.calculate_net_worth(user_id=user_id, access_token=access_token)
 
             # Get goals for context (if goal_tracker available)
-            goals = []
+            goals: list[Any] = []
             if tracker.goal_tracker:
                 # TODO: Implement get_goals() method
                 pass
@@ -657,10 +660,10 @@ def add_net_worth_tracking(
 
         try:
             # Get current snapshot
-            snapshot = await tracker.calculate_net_worth(user_id=user_id, access_token=access_token)
+            await tracker.calculate_net_worth(user_id=user_id, access_token=access_token)
 
             # Get historical snapshots for progress tracking
-            snapshots = await tracker.get_snapshots(user_id=user_id, days=90)
+            await tracker.get_snapshots(user_id=user_id, days=90)
 
             # Persistence: Goal retrieval via scaffolded goals repository.
             # Generate with: fin-infra scaffold goals --dest-dir app/models/

fin_infra/net_worth/aggregator.py

@@ -213,16 +213,17 @@ class NetWorthAggregator:
         results = await asyncio.gather(*tasks, return_exceptions=True)
 
         # Aggregate results (skip failed providers)
-        all_assets = []
-        all_liabilities = []
-        actual_providers = []
+        all_assets: list[AssetDetail] = []
+        all_liabilities: list[LiabilityDetail] = []
+        actual_providers: list[str] = []
 
         for i, result in enumerate(results):
-            if isinstance(result, Exception):
+            if isinstance(result, BaseException):
                 # Log error but continue (graceful degradation)
                 print(f"Provider {providers_used[i]} failed: {result}")
                 continue
 
+            # result is now tuple[list[AssetDetail], list[LiabilityDetail]]
             assets, liabilities = result
             all_assets.extend(assets)
             all_liabilities.extend(liabilities)

fin_infra/net_worth/calculator.py

@@ -30,7 +30,6 @@ print(f"Net Worth: ${net_worth:,.2f}")  # $55,000.00
 ```
 """
 
-
 from fin_infra.net_worth.models import (
     AssetAllocation,
     AssetCategory,
@@ -100,18 +99,19 @@ def calculate_net_worth(
 
     Returns:
         Net worth in base currency
-        
+
     Raises:
         ValueError: If assets or liabilities contain non-base currencies and no
             exchange rate conversion is available. This prevents silent data loss.
     """
     import logging
+
     logger = logging.getLogger(__name__)
-    
+
     # Collect any non-base currency items for error reporting
     non_base_assets: list[tuple[str, str, float]] = []
     non_base_liabilities: list[tuple[str, str, float]] = []
-    
+
     # Sum all assets (use market_value if available, otherwise balance)
     total_assets = 0.0
     for asset in assets:
@@ -130,7 +130,9 @@ def calculate_net_worth(
     for liability in liabilities:
         # Check for non-base currency
         if liability.currency != base_currency:
-            non_base_liabilities.append((liability.name or liability.account_id, liability.currency, liability.balance))
+            non_base_liabilities.append(
+                (liability.name or liability.account_id, liability.currency, liability.balance)
+            )
             continue
 
         total_liabilities += liability.balance
@@ -143,7 +145,7 @@ def calculate_net_worth(
             items_msg.append(f"Assets: {non_base_assets}")
         if non_base_liabilities:
             items_msg.append(f"Liabilities: {non_base_liabilities}")
-        
+
         error_msg = (
             f"Cannot calculate net worth: found accounts in non-{base_currency} currencies. "
             f"Currency conversion not yet implemented. {'; '.join(items_msg)}. "

fin_infra/net_worth/ease.py

@@ -121,6 +121,15 @@ class NetWorthTracker:
         self.goal_tracker = goal_tracker
         self.conversation = conversation
 
+        # Configuration set by easy_net_worth(); declared here for type checkers.
+        self.snapshot_schedule: str = "daily"
+        self.change_threshold_percent: float = 5.0
+        self.change_threshold_amount: float = 10000.0
+        self.enable_llm: bool = False
+        self.llm_provider: str | None = None
+        self.llm_model: str | None = None
+        self.config: dict[str, Any] = {}
+
     async def calculate_net_worth(
         self,
         user_id: str,
@@ -368,12 +377,20 @@ def easy_net_worth(
 
     if enable_llm:
         try:
-            from ai_infra.llm import LLM
+            from ai_infra.llm.llm import LLM
         except ImportError:
             raise ImportError(
-                "LLM features require ai-infra package. " "Install with: pip install ai-infra"
+                "LLM features require ai-infra package. Install with: pip install ai-infra"
             )
 
+        cache = None
+        try:
+            from svc_infra.cache import get_cache
+
+            cache = get_cache()
+        except Exception:
+            cache = None
+
         # Determine default model
         default_models = {
             "google": "gemini-2.0-flash-exp",
@@ -384,7 +401,7 @@ def easy_net_worth(
 
         if not model_name:
             raise ValueError(
-                f"Unknown llm_provider: {llm_provider}. " f"Use 'google', 'openai', or 'anthropic'"
+                f"Unknown llm_provider: {llm_provider}. Use 'google', 'openai', or 'anthropic'"
             )
 
         # Create shared LLM instance
@@ -416,18 +433,22 @@ def easy_net_worth(
             # goals.management not yet implemented, skip
             pass
 
-        try:
-            from fin_infra.conversation import FinancialPlanningConversation
-
-            conversation = FinancialPlanningConversation(
-                llm=llm,
-                cache=cache,  # Required for context storage
-                provider=llm_provider,
-                model_name=model_name,
-            )
-        except ImportError:
-            # conversation module not yet implemented, skip
-            pass
+        if cache is not None:
+            try:
+                from fin_infra.conversation import FinancialPlanningConversation
+
+                conversation = FinancialPlanningConversation(
+                    llm=llm,
+                    cache=cache,  # Required for context storage
+                    provider=llm_provider,
+                    model_name=model_name,
+                )
+            except ImportError:
+                # conversation module not yet implemented, skip
+                pass
+            except Exception:
+                # Cache not configured or other runtime issue; skip optional conversation wiring.
+                pass
 
     # Create tracker
     tracker = NetWorthTracker(

fin_infra/net_worth/insights.py

@@ -479,13 +479,13 @@ class NetWorthInsightsGenerator:
 
         user_prompt = f"""Analyze wealth trends:
 
-Current net worth: ${current['total_net_worth']:,.0f}
-Previous net worth: ${previous['total_net_worth']:,.0f}
+Current net worth: ${current["total_net_worth"]:,.0f}
+Previous net worth: ${previous["total_net_worth"]:,.0f}
 Period: {period}
 Change: ${change_amount:,.0f} ({change_percent:.1%})
 
-Assets: ${current['total_assets']:,.0f}
-Liabilities: ${current['total_liabilities']:,.0f}
+Assets: ${current["total_assets"]:,.0f}
+Liabilities: ${current["total_liabilities"]:,.0f}
 
 Identify drivers of change, risk factors, and recommendations."""