fin-infra 0.1.62__py3-none-any.whl → 0.1.82__py3-none-any.whl

fin_infra/recurring/summary.py

@@ -33,14 +33,12 @@ Integration with svc-infra:
 
 from __future__ import annotations
 
-from typing import List, Dict, Optional
-from datetime import datetime
 from collections import defaultdict
+from datetime import datetime
 
-from pydantic import BaseModel, Field, ConfigDict
-
-from fin_infra.recurring.models import RecurringPattern, PatternType
+from pydantic import BaseModel, ConfigDict, Field
 
+from fin_infra.recurring.models import PatternType, RecurringPattern
 
 __all__ = [
     "RecurringItem",
@@ -121,16 +119,16 @@ class RecurringSummary(BaseModel):
     user_id: str = Field(..., description="User identifier")
     total_monthly_cost: float = Field(..., description="Total monthly recurring expenses")
     total_monthly_income: float = Field(0.0, description="Total monthly recurring income")
-    subscriptions: List[RecurringItem] = Field(
+    subscriptions: list[RecurringItem] = Field(
         default_factory=list, description="List of recurring expense items"
     )
-    recurring_income: List[RecurringItem] = Field(
+    recurring_income: list[RecurringItem] = Field(
         default_factory=list, description="List of recurring income items"
     )
-    by_category: Dict[str, float] = Field(
+    by_category: dict[str, float] = Field(
         default_factory=dict, description="Monthly cost grouped by category"
     )
-    cancellation_opportunities: List[CancellationOpportunity] = Field(
+    cancellation_opportunities: list[CancellationOpportunity] = Field(
         default_factory=list, description="Potential subscriptions to cancel"
     )
     generated_at: str = Field(
@@ -165,8 +163,8 @@ def _calculate_monthly_cost(amount: float, cadence: str) -> float:
 
 
 def _identify_cancellation_opportunities(
-    subscriptions: List[RecurringItem],
-) -> List[CancellationOpportunity]:
+    subscriptions: list[RecurringItem],
+) -> list[CancellationOpportunity]:
     """Identify potential cancellation opportunities from subscriptions.
 
     Looks for:
@@ -183,7 +181,7 @@ def _identify_cancellation_opportunities(
     opportunities = []
 
     # Group by category
-    by_category: Dict[str, List[RecurringItem]] = defaultdict(list)
+    by_category: dict[str, list[RecurringItem]] = defaultdict(list)
     for sub in subscriptions:
         by_category[sub.category].append(sub)
 
@@ -253,8 +251,8 @@ def _identify_cancellation_opportunities(
 
 def get_recurring_summary(
     user_id: str,
-    patterns: List[RecurringPattern],
-    category_map: Optional[Dict[str, str]] = None,
+    patterns: list[RecurringPattern],
+    category_map: dict[str, str] | None = None,
 ) -> RecurringSummary:
     """Generate a comprehensive recurring transaction summary for a user.
 
@@ -283,7 +281,7 @@ def get_recurring_summary(
     """
     subscriptions = []
     recurring_income = []
-    by_category: Dict[str, float] = defaultdict(float)
+    by_category: dict[str, float] = defaultdict(float)
 
     for pattern in patterns:
         # Determine amount (use fixed amount or average of range)

fin_infra/scaffold/__init__.py

@@ -12,7 +12,7 @@ Typical usage:
         include_tenant=True,
         include_soft_delete=True,
     )
-    
+
     result = scaffold_goals_core(
         dest_dir=Path("app/models/goals"),
         include_tenant=False,

fin_infra/scaffold/budgets.py

@@ -19,10 +19,10 @@ Typical usage:
 from __future__ import annotations
 
 from pathlib import Path
-from typing import Any, Dict, List, Optional
+from typing import Any
 
 # Use svc-infra's scaffold utilities to avoid duplication
-from svc_infra.utils import render_template, write, ensure_init_py
+from svc_infra.utils import ensure_init_py, render_template, write
 
 
 def scaffold_budgets_core(
@@ -31,10 +31,10 @@ def scaffold_budgets_core(
     include_soft_delete: bool = False,
     with_repository: bool = True,
     overwrite: bool = False,
-    models_filename: Optional[str] = None,
-    schemas_filename: Optional[str] = None,
-    repository_filename: Optional[str] = None,
-) -> Dict[str, Any]:
+    models_filename: str | None = None,
+    schemas_filename: str | None = None,
+    repository_filename: str | None = None,
+) -> dict[str, Any]:
     """Generate budget persistence code from templates.
 
     Args:
@@ -72,7 +72,7 @@ def scaffold_budgets_core(
     subs = _generate_substitutions(include_tenant, include_soft_delete)
 
     # Track all file operations
-    files: List[Dict[str, Any]] = []
+    files: list[dict[str, Any]] = []
 
     # Render and write models
     models_content = render_template("fin_infra.budgets.scaffold_templates", "models.py.tmpl", subs)
@@ -114,7 +114,7 @@ def scaffold_budgets_core(
 def _generate_substitutions(
     include_tenant: bool,
     include_soft_delete: bool,
-) -> Dict[str, str]:
+) -> dict[str, str]:
     """Generate template variable substitutions for budgets.
 
     Args:
@@ -229,7 +229,7 @@ def _tenant_field_schema_read() -> str:
 def _generate_init_content(
     models_file: str,
     schemas_file: str,
-    repo_file: Optional[str],
+    repo_file: str | None,
 ) -> str:
     """Generate __init__.py content with re-exports.
 

fin_infra/scaffold/goals.py

@@ -17,19 +17,19 @@ Typical usage:
 """
 
 from pathlib import Path
-from typing import Any, Dict
+from typing import Any
 
 from svc_infra.utils import (
+    ensure_init_py,
     render_template,
     write,
-    ensure_init_py,
 )
 
 
 def _generate_substitutions(
     include_tenant: bool = False,
     include_soft_delete: bool = False,
-) -> Dict[str, str]:
+) -> dict[str, str]:
     """
     Generate template substitutions for goals domain.
 
@@ -49,7 +49,7 @@ def _generate_substitutions(
     Returns:
         Dict mapping variable names to their substitution values
     """
-    subs: Dict[str, str] = {
+    subs: dict[str, str] = {
         "Entity": "Goal",
         "entity": "goal",
         "table_name": "goals",
@@ -173,7 +173,7 @@ def scaffold_goals_core(
     models_filename: str = "goal.py",
     schemas_filename: str = "goal_schemas.py",
     repository_filename: str = "goal_repository.py",
-) -> Dict[str, Any]:
+) -> dict[str, Any]:
     """
     Scaffold goals domain files: models, schemas, repository (optional), and __init__.py.
 

fin_infra/security/__init__.py

@@ -8,25 +8,25 @@ Provides:
 """
 
 from .add import add_financial_security, generate_encryption_key
-from .audit import log_pii_access, get_audit_logs, clear_audit_logs
+from .audit import clear_audit_logs, get_audit_logs, log_pii_access
 from .encryption import ProviderTokenEncryption
-from .models import ProviderTokenMetadata, PIIAccessLog
+from .models import PIIAccessLog, ProviderTokenMetadata
 from .pii_filter import FinancialPIIFilter
 from .pii_patterns import (
-    SSN_PATTERN,
     ACCOUNT_PATTERN,
-    ROUTING_PATTERN,
     CARD_PATTERN,
     CVV_PATTERN,
     EIN_PATTERN,
-    luhn_checksum,
+    ROUTING_PATTERN,
+    SSN_PATTERN,
     is_valid_routing_number,
+    luhn_checksum,
 )
 from .token_store import (
-    store_provider_token,
-    get_provider_token,
-    delete_provider_token,
     ProviderToken,
+    delete_provider_token,
+    get_provider_token,
+    store_provider_token,
 )
 
 __all__ = [

fin_infra/security/encryption.py

@@ -7,7 +7,7 @@ Encrypt/decrypt financial provider API tokens at rest.
 import base64
 import json
 import os
-from typing import Any, Dict, Optional
+from typing import Any, cast
 
 from cryptography.fernet import Fernet, InvalidToken
 
@@ -37,7 +37,7 @@ class ProviderTokenEncryption:
         >>> token = encryption.decrypt(encrypted, context={"user_id": "user123", "provider": "plaid"})
     """
 
-    def __init__(self, key: Optional[bytes] = None):
+    def __init__(self, key: bytes | None = None):
         """
         Initialize token encryption.
 
@@ -64,7 +64,7 @@ class ProviderTokenEncryption:
             raise ValueError(f"Invalid encryption key: {e}") from e
 
     def encrypt(
-        self, token: str, context: Optional[Dict[str, Any]] = None, key_id: Optional[str] = None
+        self, token: str, context: dict[str, Any] | None = None, key_id: str | None = None
     ) -> str:
         """
         Encrypt provider token with optional context.
@@ -104,7 +104,7 @@ class ProviderTokenEncryption:
     def decrypt(
         self,
         encrypted_token: str,
-        context: Optional[Dict[str, Any]] = None,
+        context: dict[str, Any] | None = None,
         verify_context: bool = True,
     ) -> str:
         """
@@ -144,7 +144,7 @@ class ProviderTokenEncryption:
                         "Token may have been tampered with or used for wrong user/provider."
                     )
 
-            return data["token"]
+            return cast("str", data["token"])
 
         except InvalidToken as e:
             raise ValueError(
@@ -154,7 +154,7 @@ class ProviderTokenEncryption:
             raise ValueError(f"Decryption failed: {e}") from e
 
     def rotate_key(
-        self, encrypted_token: str, new_key: bytes, context: Optional[Dict[str, Any]] = None
+        self, encrypted_token: str, new_key: bytes, context: dict[str, Any] | None = None
     ) -> str:
         """
         Re-encrypt token with new key (for key rotation).

fin_infra/security/models.py

@@ -5,7 +5,7 @@ Pydantic models for security-related operations.
 """
 
 from datetime import datetime
-from typing import Optional
+
 from pydantic import BaseModel, Field
 
 
@@ -15,12 +15,12 @@ class ProviderTokenMetadata(BaseModel):
     user_id: str = Field(..., description="User ID who owns the token")
     provider: str = Field(..., description="Provider name (plaid, alpaca, alphavantage, etc.)")
     encrypted_token: str = Field(..., description="Encrypted token (base64-encoded)")
-    key_id: Optional[str] = Field(None, description="Key ID for key rotation")
+    key_id: str | None = Field(None, description="Key ID for key rotation")
     created_at: datetime = Field(
         default_factory=datetime.utcnow, description="Token creation timestamp"
     )
-    expires_at: Optional[datetime] = Field(None, description="Token expiration timestamp")
-    last_used_at: Optional[datetime] = Field(None, description="Last time token was used")
+    expires_at: datetime | None = Field(None, description="Token expiration timestamp")
+    last_used_at: datetime | None = Field(None, description="Last time token was used")
 
 
 class PIIAccessLog(BaseModel):
@@ -30,8 +30,8 @@ class PIIAccessLog(BaseModel):
     pii_type: str = Field(..., description="Type of PII (ssn, account, card, etc.)")
     action: str = Field(..., description="Action performed (read, write, delete)")
     resource: str = Field(..., description="Resource accessed (e.g., user:123, account:456)")
-    ip_address: Optional[str] = Field(None, description="IP address of requester")
-    user_agent: Optional[str] = Field(None, description="User agent string")
+    ip_address: str | None = Field(None, description="IP address of requester")
+    user_agent: str | None = Field(None, description="User agent string")
     timestamp: datetime = Field(default_factory=datetime.utcnow, description="Access timestamp")
     success: bool = Field(True, description="Whether access was successful")
-    error_message: Optional[str] = Field(None, description="Error message if failed")
+    error_message: str | None = Field(None, description="Error message if failed")

fin_infra/security/pii_filter.py

@@ -9,21 +9,21 @@ import re
 from typing import Any
 
 from .pii_patterns import (
-    ACCOUNT_PATTERN,
     ACCOUNT_CONTEXT,
+    ACCOUNT_PATTERN,
     CARD_PATTERN,
-    CVV_PATTERN,
     CVV_CONTEXT,
+    CVV_PATTERN,
     EIN_PATTERN,
     EMAIL_PATTERN,
     PHONE_PATTERN,
-    ROUTING_PATTERN,
     ROUTING_CONTEXT,
-    SSN_PATTERN,
-    SSN_NO_DASH,
+    ROUTING_PATTERN,
     SSN_CONTEXT,
-    luhn_checksum,
+    SSN_NO_DASH,
+    SSN_PATTERN,
     is_valid_routing_number,
+    luhn_checksum,
 )
 
 

fin_infra/security/pii_patterns.py

@@ -67,7 +67,7 @@ def luhn_checksum(card_number: str) -> bool:
         True if valid, False otherwise
     """
 
-    def digits_of(n):
+    def digits_of(n: int | str) -> list[int]:
         return [int(d) for d in str(n)]
 
     digits = digits_of(card_number)

fin_infra/security/token_store.py

@@ -162,7 +162,9 @@ async def get_provider_token(
 
     # Decrypt token
     context = {"user_id": user_id, "provider": provider}
-    token = encryption.decrypt(token_obj.encrypted_token, context=context)
+    # Cast to str since SQLAlchemy Column[str] needs explicit conversion for type checker
+    encrypted_token_str: str = str(token_obj.encrypted_token)
+    token = encryption.decrypt(encrypted_token_str, context=context)
 
     # Update last_used_at
     update_stmt = (

fin_infra/settings.py

@@ -1,6 +1,7 @@
 from __future__ import annotations
 
 from functools import lru_cache
+
 from pydantic import Field
 from pydantic_settings import BaseSettings, SettingsConfigDict
 
@@ -33,5 +34,5 @@ class Settings(BaseSettings):
 
 
 @lru_cache
-def get_settings() -> "Settings":
+def get_settings() -> Settings:
     return Settings()

fin_infra/tax/__init__.py

@@ -33,7 +33,7 @@ Example:
 import os
 
 from fin_infra.providers.base import TaxProvider
-from fin_infra.providers.tax import MockTaxProvider, IRSProvider, TaxBitProvider
+from fin_infra.providers.tax import IRSProvider, MockTaxProvider, TaxBitProvider
 from fin_infra.tax.add import add_tax_data
 from fin_infra.tax.tlh import (
     TLHOpportunity,
@@ -144,7 +144,7 @@ def easy_tax(provider: str | TaxProvider = "mock", **config) -> TaxProvider:
 
     else:
         raise ValueError(
-            f"Unknown tax provider: {provider}. " f"Supported providers: 'mock', 'irs', 'taxbit'"
+            f"Unknown tax provider: {provider}. Supported providers: 'mock', 'irs', 'taxbit'"
         )
 
 

fin_infra/tax/add.py

@@ -17,7 +17,8 @@ Example:
 """
 
 from decimal import Decimal
-from fastapi import FastAPI, Query, Body
+
+from fastapi import Body, FastAPI, Query
 from pydantic import BaseModel
 
 from fin_infra.providers.base import TaxProvider
@@ -89,8 +90,8 @@ def add_tax_data(
         >>> # POST /tax/tax-liability
     """
     # Use svc-infra user_router for authentication (tax data is user-specific and sensitive)
-    from svc_infra.api.fastapi.dual.protected import user_router
     from svc_infra.api.fastapi.docs.scoped import add_prefixed_docs
+    from svc_infra.api.fastapi.dual.protected import user_router
 
     # Initialize provider
     if provider is None:

fin_infra/tax/tlh.py

@@ -55,7 +55,7 @@ Cost Considerations:
 
 from __future__ import annotations
 
-from datetime import datetime, timezone
+from datetime import UTC, datetime
 from decimal import Decimal
 from typing import TYPE_CHECKING
 
@@ -412,9 +412,9 @@ def _assess_wash_sale_risk(symbol: str, last_purchase_date: datetime | None) ->
         return "none"
 
     # Calculate days since last purchase
-    now = datetime.now(timezone.utc)
+    now = datetime.now(UTC)
     if last_purchase_date.tzinfo is None:
-        last_purchase_date = last_purchase_date.replace(tzinfo=timezone.utc)
+        last_purchase_date = last_purchase_date.replace(tzinfo=UTC)
 
     days_since = (now - last_purchase_date).days
 
@@ -506,8 +506,8 @@ def _generate_tlh_recommendations(
     recommendations = []
 
     # Timing recommendations
-    now = datetime.now(timezone.utc)
-    days_until_year_end = (datetime(now.year, 12, 31, tzinfo=timezone.utc) - now).days
+    now = datetime.now(UTC)
+    days_until_year_end = (datetime(now.year, 12, 31, tzinfo=UTC) - now).days
 
     if days_until_year_end < 30:
         recommendations.append(

fin_infra/utils/http.py

@@ -1,7 +1,9 @@
 from __future__ import annotations
 
+from typing import Any, cast
+
 import httpx
-from tenacity import retry, stop_after_attempt, wait_exponential, retry_if_exception_type
+from tenacity import retry, retry_if_exception_type, stop_after_attempt, wait_exponential
 
 _DEFAULT_TIMEOUT = httpx.Timeout(20.0)
 
@@ -12,8 +14,8 @@ _DEFAULT_TIMEOUT = httpx.Timeout(20.0)
     retry=retry_if_exception_type(httpx.HTTPError),
     reraise=True,
 )
-async def aget_json(url: str, **kwargs) -> dict:
+async def aget_json(url: str, **kwargs) -> dict[Any, Any]:
     async with httpx.AsyncClient(timeout=_DEFAULT_TIMEOUT) as client:
         r = await client.get(url, **kwargs)
         r.raise_for_status()
-        return r.json()
+        return cast("dict[Any, Any]", r.json())

fin_infra/utils/retry.py

@@ -2,7 +2,8 @@ from __future__ import annotations
 
 import asyncio
 import random
-from typing import Awaitable, Callable, Iterable, TypeVar
+from collections.abc import Awaitable, Callable, Iterable
+from typing import TypeVar
 
 from fin_infra.exceptions import RetryError
 

{fin_infra-0.1.62.dist-info → fin_infra-0.1.82.dist-info}/METADATA

@@ -1,6 +1,6 @@
 Metadata-Version: 2.3
 Name: fin-infra
-Version: 0.1.62
+Version: 0.1.82
 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
@@ -19,25 +19,30 @@ Classifier: Programming Language :: Python :: 3 :: Only
 Classifier: Topic :: Office/Business :: Financial
 Classifier: Topic :: Software Development :: Libraries :: Python Modules
 Classifier: Typing :: Typed
+Provides-Extra: all
+Provides-Extra: banking
+Provides-Extra: crypto
+Provides-Extra: markets
+Provides-Extra: plaid
+Provides-Extra: yahoo
 Requires-Dist: ai-infra (>=0.1.142)
 Requires-Dist: cashews[redis] (>=7.0)
-Requires-Dist: ccxt (>=4.0.0)
+Requires-Dist: ccxt (>=4.0.0) ; extra == "markets" or extra == "crypto" or extra == "all"
 Requires-Dist: httpx (>=0.25.0)
 Requires-Dist: loguru (>=0.7.0)
 Requires-Dist: numpy (>=1.24.0)
 Requires-Dist: numpy-financial (>=1.0.0)
-Requires-Dist: plaid-python (>=25.0.0)
+Requires-Dist: plaid-python (>=25.0.0) ; extra == "plaid" or extra == "banking" or extra == "all"
 Requires-Dist: pydantic (>=2.0)
 Requires-Dist: pydantic-settings (>=2.0)
 Requires-Dist: python-dotenv (>=1.0.0)
-Requires-Dist: svc-infra (>=0.1.0)
 Requires-Dist: tenacity (>=8.0.0)
 Requires-Dist: typing-extensions (>=4.0)
-Requires-Dist: yahooquery (>=2.3.0)
-Project-URL: Documentation, https://github.com/your-org/fin-infra#readme
-Project-URL: Homepage, https://github.com/your-org/fin-infra
-Project-URL: Issues, https://github.com/your-org/fin-infra/issues
-Project-URL: Repository, https://github.com/your-org/fin-infra
+Requires-Dist: yahooquery (>=2.3.0) ; extra == "markets" or extra == "yahoo" or extra == "all"
+Project-URL: Documentation, https://nfrax.com/fin-infra
+Project-URL: Homepage, https://github.com/nfraxlab/fin-infra
+Project-URL: Issues, https://github.com/nfraxlab/fin-infra/issues
+Project-URL: Repository, https://github.com/nfraxlab/fin-infra
 Description-Content-Type: text/markdown
 
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