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

fin_infra/banking/__init__.py

@@ -45,12 +45,12 @@ from __future__ import annotations
 
 import os
 from datetime import date
-from typing import TYPE_CHECKING, Optional
+from typing import TYPE_CHECKING, cast
 
 from pydantic import BaseModel, Field
 
-from ..providers.registry import resolve
 from ..providers.base import BankingProvider
+from ..providers.registry import resolve
 
 if TYPE_CHECKING:
     from fastapi import FastAPI
@@ -99,7 +99,7 @@ class ExchangeTokenResponse(BaseModel):
     """Response model for token exchange."""
 
     access_token: str
-    item_id: Optional[str] = None
+    item_id: str | None = None
 
 
 class BalanceHistoryStats(BaseModel):
@@ -174,7 +174,6 @@ def easy_banking(provider: str = "teller", **config) -> BankingProvider:
     See Also:
         - add_banking(): For FastAPI integration with routes
         - docs/banking.md: Comprehensive banking integration guide
-        - docs/adr/0003-banking-integration.md: Architecture decisions
     """
     # Auto-detect provider config from environment if not explicitly provided
     # Only auto-detect if no config params were passed
@@ -199,11 +198,11 @@ 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(
-    app: "FastAPI",
+    app: FastAPI,
     *,
     provider: str | BankingProvider | None = None,
     prefix: str = "/banking",
@@ -350,25 +349,25 @@ def add_banking(
     @router.get("/transactions")
     async def get_transactions(
         access_token: str = Depends(get_access_token),
-        start_date: Optional[date] = Query(None, description="Filter by start date (ISO format)"),
-        end_date: Optional[date] = Query(None, description="Filter by end date (ISO format)"),
-        merchant: Optional[str] = Query(
+        start_date: date | None = Query(None, description="Filter by start date (ISO format)"),
+        end_date: date | None = Query(None, description="Filter by end date (ISO format)"),
+        merchant: str | None = Query(
             None, description="Filter by merchant name (partial match, case-insensitive)"
         ),
-        category: Optional[str] = Query(
+        category: str | None = Query(
             None, description="Filter by category (comma-separated list for multiple)"
         ),
-        min_amount: Optional[float] = Query(
+        min_amount: float | None = Query(
             None, description="Minimum transaction amount (inclusive)"
         ),
-        max_amount: Optional[float] = Query(
+        max_amount: float | None = Query(
             None, description="Maximum transaction amount (inclusive)"
         ),
-        tags: Optional[str] = Query(None, description="Filter by tags (comma-separated list)"),
-        account_id: Optional[str] = Query(None, description="Filter by specific account ID"),
-        is_recurring: Optional[bool] = Query(None, description="Filter by recurring status"),
-        sort_by: Optional[str] = Query("date", description="Sort field: date, amount, or merchant"),
-        order: Optional[str] = Query("desc", description="Sort order: asc or desc"),
+        tags: str | None = Query(None, description="Filter by tags (comma-separated list)"),
+        account_id: str | None = Query(None, description="Filter by specific account ID"),
+        is_recurring: bool | None = Query(None, description="Filter by recurring status"),
+        sort_by: str | None = Query("date", description="Sort field: date, amount, or merchant"),
+        order: str | None = Query("desc", description="Sort order: asc or desc"),
         page: int = Query(1, ge=1, description="Page number (starts at 1)"),
         per_page: int = Query(50, ge=1, le=200, description="Items per page (max 200)"),
     ):
@@ -397,10 +396,13 @@ 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
@@ -473,7 +475,7 @@ def add_banking(
     @router.get("/balances")
     async def get_balances(
         access_token: str = Depends(get_access_token),
-        account_id: Optional[str] = Query(None),
+        account_id: str | None = Query(None),
     ):
         """Get current balances."""
         balances = banking.balances(
@@ -589,18 +591,18 @@ def add_banking(
 
 
 # Import utilities at end to avoid circular imports
-from .utils import (
-    validate_plaid_token,
-    validate_teller_token,
-    validate_mx_token,
-    validate_provider_token,
+from .utils import (  # noqa: E402
+    BankingConnectionInfo,
+    BankingConnectionStatus,
+    get_primary_access_token,
+    mark_connection_healthy,
+    mark_connection_unhealthy,
     parse_banking_providers,
     sanitize_connection_status,
-    mark_connection_unhealthy,
-    mark_connection_healthy,
-    get_primary_access_token,
-    test_connection_health,
     should_refresh_token,
-    BankingConnectionInfo,
-    BankingConnectionStatus,
+    test_connection_health,
+    validate_mx_token,
+    validate_plaid_token,
+    validate_provider_token,
+    validate_teller_token,
 )

fin_infra/banking/history.py

@@ -42,9 +42,8 @@ from __future__ import annotations
 import logging
 import os
 from datetime import date, datetime, timedelta
-from typing import List, Optional
-from pydantic import BaseModel, Field, ConfigDict
 
+from pydantic import BaseModel, ConfigDict, Field
 
 __all__ = [
     "BalanceSnapshot",
@@ -59,7 +58,7 @@ _logger = logging.getLogger(__name__)
 
 # In-memory storage for testing (will be replaced with SQL database in production)
 # ⚠️ WARNING: All data is LOST on restart when using in-memory storage!
-_balance_snapshots: List[BalanceSnapshot] = []
+_balance_snapshots: list[BalanceSnapshot] = []
 _production_warning_logged = False
 
 
@@ -68,10 +67,10 @@ 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 +134,7 @@ 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,
@@ -155,9 +154,9 @@ def record_balance_snapshot(
 def get_balance_history(
     account_id: str,
     days: int = 90,
-    start_date: Optional[date] = None,
-    end_date: Optional[date] = None,
-) -> List[BalanceSnapshot]:
+    start_date: date | None = None,
+    end_date: date | None = None,
+) -> list[BalanceSnapshot]:
     """Get balance history for an account.
 
     Retrieves balance snapshots for the specified account within a date range.
@@ -216,8 +215,8 @@ def get_balance_history(
 
 def get_balance_snapshots(
     account_id: str,
-    dates: List[date],
-) -> List[BalanceSnapshot]:
+    dates: list[date],
+) -> list[BalanceSnapshot]:
     """Get balance snapshots for specific dates.
 
     Args:
@@ -248,7 +247,7 @@ def get_balance_snapshots(
 
 def delete_balance_history(
     account_id: str,
-    before_date: Optional[date] = None,
+    before_date: date | None = None,
 ) -> int:
     """Delete balance history for an account.