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

fin_infra/credit/experian/provider.py

@@ -30,8 +30,8 @@ Example:
 """
 
 import logging
-from datetime import datetime, timezone
-from typing import Literal
+from datetime import UTC, datetime
+from typing import Literal, cast
 
 from fin_infra.credit.experian.auth import ExperianAuthManager
 from fin_infra.credit.experian.client import ExperianClient
@@ -174,10 +174,10 @@ 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()
+        timestamp = datetime.now(UTC).isoformat()
         fcra_audit_logger.info(
             "FCRA_CREDIT_PULL",
             extra={
@@ -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
 
@@ -262,11 +262,11 @@ 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
-        timestamp = datetime.now(timezone.utc).isoformat()
+        timestamp = datetime.now(UTC).isoformat()
         fcra_audit_logger.info(
             "FCRA_CREDIT_PULL",
             extra={
@@ -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

@@ -13,7 +13,7 @@ Quick start:
 
 from __future__ import annotations
 
-from datetime import datetime, timezone
+from datetime import UTC, datetime
 from typing import TYPE_CHECKING, Literal
 
 if TYPE_CHECKING:
@@ -70,11 +70,11 @@ 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(
-    app: "FastAPI",
+    app: FastAPI,
     *,
     provider: str | CryptoDataProvider | None = None,
     prefix: str = "/crypto",
@@ -131,9 +131,9 @@ def add_crypto_data(
             >>> add_observability(app)
             >>> crypto = add_crypto_data(app)
     """
-    from svc_infra.api.fastapi.dual.public import public_router
-    from svc_infra.api.fastapi.docs.scoped import add_prefixed_docs
     from fastapi import HTTPException, Query
+    from svc_infra.api.fastapi.docs.scoped import add_prefixed_docs
+    from svc_infra.api.fastapi.dual.public import public_router
 
     # Initialize provider if string or None
     if isinstance(provider, str):
@@ -168,11 +168,11 @@ def add_crypto_data(
                 "price": float(ticker.price),
                 "as_of": ticker.as_of.isoformat()
                 if ticker.as_of
-                else datetime.now(timezone.utc).isoformat(),
+                else datetime.now(UTC).isoformat(),
             }
         except Exception as e:
             raise HTTPException(
-                status_code=400, detail=f"Error fetching ticker for {symbol}: {str(e)}"
+                status_code=400, detail=f"Error fetching ticker for {symbol}: {e!s}"
             )
 
     @router.get("/ohlcv/{symbol}")
@@ -216,9 +216,7 @@ def add_crypto_data(
                 ],
             }
         except Exception as e:
-            raise HTTPException(
-                status_code=400, detail=f"Error fetching OHLCV for {symbol}: {str(e)}"
-            )
+            raise HTTPException(status_code=400, detail=f"Error fetching OHLCV for {symbol}: {e!s}")
 
     # Mount router
     app.include_router(router, include_in_schema=True)

fin_infra/crypto/insights.py

@@ -8,6 +8,7 @@ CRITICAL: Uses ai-infra.llm.LLM (NEVER custom LLM clients).
 
 from __future__ import annotations
 
+import logging
 from datetime import datetime
 from decimal import Decimal
 from typing import TYPE_CHECKING
@@ -17,6 +18,8 @@ from pydantic import BaseModel, Field
 if TYPE_CHECKING:
     from ai_infra.llm import LLM
 
+logger = logging.getLogger(__name__)
+
 
 class CryptoInsight(BaseModel):
     """Personalized cryptocurrency insight.
@@ -258,10 +261,8 @@ 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
@@ -286,8 +287,6 @@ Provide your insight:"""
             )
         )
     except Exception as e:
-        # Graceful degradation - log error but don't fail
-        # In production, use svc-infra logging
-        print(f"Warning: LLM insight generation failed: {e}")
+        logger.warning("LLM insight generation failed: %s", e)
 
     return insights

fin_infra/documents/add.py

@@ -23,23 +23,22 @@ Quick Start:
 
 from __future__ import annotations
 
-from typing import TYPE_CHECKING, Optional
+from typing import TYPE_CHECKING
 
 if TYPE_CHECKING:
     from fastapi import FastAPI
-
     from svc_infra.storage.base import StorageBackend
 
     from .ease import FinancialDocumentManager
 
 
 def add_documents(
-    app: "FastAPI",
-    storage: Optional["StorageBackend"] = None,
+    app: FastAPI,
+    storage: StorageBackend | None = None,
     default_ocr_provider: str = "tesseract",
     prefix: str = "/documents",
-    tags: Optional[list[str]] = None,
-) -> "FinancialDocumentManager":
+    tags: list[str] | None = None,
+) -> FinancialDocumentManager:
     """
     Add financial document management endpoints to FastAPI app.
 
@@ -87,12 +86,12 @@ def add_documents(
         - Stores manager on app.state.financial_documents
     """
     from fastapi import HTTPException
-
     from svc_infra.api.fastapi.dual.protected import user_router
 
     # 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 +103,17 @@ 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
@@ -126,7 +126,7 @@ def add_documents(
     @router.post("/{document_id}/ocr", response_model=OCRResult)
     async def extract_text_ocr(
         document_id: str,
-        provider: Optional[str] = None,
+        provider: str | None = None,
         force_refresh: bool = False,
     ) -> OCRResult:
         """
@@ -210,9 +210,7 @@ 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/analysis.py

@@ -24,7 +24,7 @@ from __future__ import annotations
 
 import re
 from datetime import datetime
-from typing import TYPE_CHECKING, Dict
+from typing import TYPE_CHECKING
 
 if TYPE_CHECKING:
     from svc_infra.storage.base import StorageBackend
@@ -32,14 +32,14 @@ if TYPE_CHECKING:
     from .models import DocumentAnalysis
 
 # In-memory analysis cache (production: use svc-infra cache)
-_analysis_cache: Dict[str, "DocumentAnalysis"] = {}
+_analysis_cache: dict[str, DocumentAnalysis] = {}
 
 
 async def analyze_document(
-    storage: "StorageBackend",
+    storage: StorageBackend,
     document_id: str,
     force_refresh: bool = False,
-) -> "DocumentAnalysis":
+) -> DocumentAnalysis:
     """
     Analyze a document using AI to extract insights and recommendations.
 
@@ -165,7 +165,7 @@ Important: This analysis is not a substitute for professional financial advice.
     return prompt
 
 
-def _validate_analysis(analysis: "DocumentAnalysis") -> bool:
+def _validate_analysis(analysis: DocumentAnalysis) -> bool:
     """
     Validate LLM analysis output.
 
@@ -201,7 +201,7 @@ def _validate_analysis(analysis: "DocumentAnalysis") -> bool:
     return True
 
 
-def _analyze_tax_document(ocr_text: str, metadata: dict, document_id: str) -> "DocumentAnalysis":
+def _analyze_tax_document(ocr_text: str, metadata: dict, document_id: str) -> DocumentAnalysis:
     """
     Specialized analysis for tax documents.
 
@@ -301,7 +301,7 @@ def _analyze_tax_document(ocr_text: str, metadata: dict, document_id: str) -> "D
     )
 
 
-def _analyze_bank_statement(ocr_text: str, metadata: dict, document_id: str) -> "DocumentAnalysis":
+def _analyze_bank_statement(ocr_text: str, metadata: dict, document_id: str) -> DocumentAnalysis:
     """
     Specialized analysis for bank statements.
 
@@ -352,7 +352,7 @@ def _analyze_bank_statement(ocr_text: str, metadata: dict, document_id: str) ->
     )
 
 
-def _analyze_receipt(ocr_text: str, metadata: dict, document_id: str) -> "DocumentAnalysis":
+def _analyze_receipt(ocr_text: str, metadata: dict, document_id: str) -> DocumentAnalysis:
     """
     Specialized analysis for receipts.
 
@@ -394,7 +394,7 @@ def _analyze_receipt(ocr_text: str, metadata: dict, document_id: str) -> "Docume
 
 def _analyze_generic_document(
     ocr_text: str, document_type: str, metadata: dict, document_id: str
-) -> "DocumentAnalysis":
+) -> DocumentAnalysis:
     """
     Generic analysis for other document types.
 

fin_infra/documents/ease.py

@@ -36,7 +36,7 @@ Quick Start:
 
 from __future__ import annotations
 
-from typing import TYPE_CHECKING, Optional
+from typing import TYPE_CHECKING
 
 try:
     from svc_infra.documents import DocumentManager as BaseDocumentManager
@@ -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:
@@ -93,7 +94,7 @@ class FinancialDocumentManager(BaseDocumentManager):
 
     def __init__(
         self,
-        storage: "StorageBackend",
+        storage: StorageBackend,
         default_ocr_provider: str = "tesseract",
     ):
         """
@@ -110,12 +111,12 @@ class FinancialDocumentManager(BaseDocumentManager):
         self,
         user_id: str,
         file: bytes,
-        document_type: "DocumentType",
+        document_type: DocumentType,
         filename: str,
-        metadata: Optional[dict] = None,
-        tax_year: Optional[int] = None,
-        form_type: Optional[str] = None,
-    ) -> "FinancialDocument":
+        metadata: dict | None = None,
+        tax_year: int | None = None,
+        form_type: str | None = None,
+    ) -> FinancialDocument:
         """
         Upload a financial document with financial-specific fields.
 
@@ -158,11 +159,11 @@ class FinancialDocumentManager(BaseDocumentManager):
     def list_financial(
         self,
         user_id: str,
-        document_type: Optional["DocumentType"] = None,
-        tax_year: Optional[int] = None,
+        document_type: DocumentType | None = None,
+        tax_year: int | None = None,
         limit: int = 100,
         offset: int = 0,
-    ) -> list["FinancialDocument"]:
+    ) -> list[FinancialDocument]:
         """
         List user's financial documents with filters.
 
@@ -206,9 +207,9 @@ class FinancialDocumentManager(BaseDocumentManager):
     async def extract_text(
         self,
         document_id: str,
-        provider: Optional[str] = None,
+        provider: str | None = None,
         force_refresh: bool = False,
-    ) -> "OCRResult":
+    ) -> OCRResult:
         """
         Extract text from document using OCR (financial extension).
 
@@ -238,7 +239,7 @@ class FinancialDocumentManager(BaseDocumentManager):
         self,
         document_id: str,
         force_refresh: bool = False,
-    ) -> "DocumentAnalysis":
+    ) -> DocumentAnalysis:
         """
         Analyze document using AI (financial extension).
 
@@ -267,7 +268,7 @@ DocumentManager = FinancialDocumentManager
 
 
 def easy_documents(
-    storage: Optional["StorageBackend"] = None,
+    storage: StorageBackend | None = None,
     default_ocr_provider: str = "tesseract",
 ) -> FinancialDocumentManager:
     """

fin_infra/documents/models.py

@@ -31,7 +31,7 @@ from __future__ import annotations
 
 from datetime import datetime
 from enum import Enum
-from typing import Dict, List, Optional
+from typing import Optional
 
 from pydantic import BaseModel, ConfigDict, Field
 from svc_infra.documents import Document as BaseDocument
@@ -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(
@@ -145,7 +145,7 @@ class OCRResult(BaseModel):
     confidence: float = Field(
         ..., description="Overall OCR confidence score (0.0-1.0)", ge=0.0, le=1.0
     )
-    fields_extracted: Dict[str, str] = Field(
+    fields_extracted: dict[str, str] = Field(
         default_factory=dict,
         description="Structured fields extracted from document (names, amounts, dates)",
     )
@@ -181,10 +181,10 @@ class DocumentAnalysis(BaseModel):
 
     document_id: str = Field(..., description="Document that was analyzed")
     summary: str = Field(..., description="High-level document summary")
-    key_findings: List[str] = Field(
+    key_findings: list[str] = Field(
         default_factory=list, description="Important facts extracted from document"
     )
-    recommendations: List[str] = Field(
+    recommendations: list[str] = Field(
         default_factory=list, description="Action items or suggestions based on document content"
     )
     analysis_date: datetime = Field(

fin_infra/documents/ocr.py

@@ -25,7 +25,7 @@ from __future__ import annotations
 
 import re
 from datetime import datetime
-from typing import TYPE_CHECKING, Dict, Optional
+from typing import TYPE_CHECKING
 
 if TYPE_CHECKING:
     from svc_infra.storage.base import StorageBackend
@@ -33,20 +33,20 @@ if TYPE_CHECKING:
     from .models import OCRResult
 
 # In-memory OCR cache (production: use svc-infra cache)
-_ocr_cache: Dict[str, "OCRResult"] = {}
+_ocr_cache: dict[str, OCRResult] = {}
 
 
 async def extract_text(
-    storage: "StorageBackend",
+    storage: StorageBackend,
     document_id: str,
     provider: str = "tesseract",
     force_refresh: bool = False,
-) -> "OCRResult":
+) -> OCRResult:
     """
     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
@@ -106,7 +106,7 @@ async def extract_text(
 
 def _extract_with_tesseract(
     file_content: bytes, filename: str, metadata: dict, document_id: str
-) -> "OCRResult":
+) -> OCRResult:
     """
     Extract text using Tesseract OCR (simulated).
 
@@ -158,7 +158,7 @@ def _extract_with_tesseract(
 
 def _extract_with_textract(
     file_content: bytes, filename: str, metadata: dict, document_id: str
-) -> "OCRResult":
+) -> OCRResult:
     """
     Extract text using AWS Textract (simulated).
 
@@ -207,7 +207,7 @@ def _extract_with_textract(
     )
 
 
-def _parse_tax_form(text: str, form_type: Optional[str] = None) -> dict[str, str]:
+def _parse_tax_form(text: str, form_type: str | None = None) -> dict[str, str]:
     """
     Parse tax form text into structured fields.