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

fin_infra/documents/storage.py

@@ -36,16 +36,25 @@ Quick Start:
 
 from __future__ import annotations
 
-from typing import TYPE_CHECKING, List, Optional
+from typing import TYPE_CHECKING
 
 try:
     from svc_infra.documents import (
         delete_document as base_delete_document,
+    )
+    from svc_infra.documents import (
         download_document as base_download_document,
+    )
+    from svc_infra.documents import (
         get_document as base_get_document,
+    )
+    from svc_infra.documents import (
         list_documents as base_list_documents,
+    )
+    from svc_infra.documents import (
         upload_document as base_upload_document,
     )
+
     HAS_SVC_INFRA_DOCUMENTS = True
 except ImportError:
     # Fallback for older svc-infra versions - use legacy implementation
@@ -63,15 +72,15 @@ if TYPE_CHECKING:
 
 
 async def upload_document(
-    storage: "StorageBackend",
+    storage: StorageBackend,
     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 (delegates to svc-infra, adds financial fields).
 
@@ -139,7 +148,7 @@ async def upload_document(
     return financial_doc
 
 
-def get_document(document_id: str) -> Optional["FinancialDocument"]:
+def get_document(document_id: str) -> FinancialDocument | None:
     """
     Get financial document metadata by ID (delegates to svc-infra).
 
@@ -153,7 +162,7 @@ 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
@@ -186,7 +195,7 @@ def get_document(document_id: str) -> Optional["FinancialDocument"]:
     return financial_doc
 
 
-async def download_document(storage: "StorageBackend", document_id: str) -> bytes:
+async def download_document(storage: StorageBackend, document_id: str) -> bytes:
     """
     Download a financial document by ID (delegates to svc-infra).
 
@@ -212,7 +221,7 @@ async def download_document(storage: "StorageBackend", document_id: str) -> byte
     return await base_download_document(storage=storage, document_id=document_id)
 
 
-async def delete_document(storage: "StorageBackend", document_id: str) -> bool:
+async def delete_document(storage: StorageBackend, document_id: str) -> bool:
     """
     Delete a financial document and its metadata (delegates to svc-infra).
 
@@ -237,11 +246,11 @@ async def delete_document(storage: "StorageBackend", document_id: str) -> bool:
 
 def list_documents(
     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 optional filters (delegates to svc-infra).
 

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:
@@ -23,7 +23,6 @@ from __future__ import annotations
 import logging
 from typing import Any
 
-
 # =============================================================================
 # Logging Helper
 # =============================================================================

fin_infra/goals/__init__.py

@@ -5,6 +5,14 @@ Provides comprehensive goal management with milestone tracking,
 funding allocation, and progress monitoring.
 """
 
+from fin_infra.goals.add import add_goals
+from fin_infra.goals.funding import (
+    get_account_allocations,
+    get_goal_funding_sources,
+    link_account_to_goal,
+    remove_account_from_goal,
+    update_account_allocation,
+)
 from fin_infra.goals.management import (
     FinancialGoalTracker,
     GoalProgressReport,
@@ -28,14 +36,6 @@ from fin_infra.goals.milestones import (
     get_next_milestone,
     trigger_milestone_notification,
 )
-from fin_infra.goals.funding import (
-    link_account_to_goal,
-    get_goal_funding_sources,
-    get_account_allocations,
-    update_account_allocation,
-    remove_account_from_goal,
-)
-from fin_infra.goals.add import add_goals
 from fin_infra.goals.models import (
     FundingSource,
     Goal,

fin_infra/goals/add.py

@@ -29,30 +29,30 @@ add_goals(app)
 
 import logging
 from datetime import datetime
-from typing import List, Optional
+from typing import Any, cast
 
-from fastapi import FastAPI, HTTPException, status, Query, Body
+from fastapi import Body, FastAPI, HTTPException, Query, status
 from pydantic import BaseModel, Field
 
+from fin_infra.goals.funding import (
+    get_goal_funding_sources,
+    link_account_to_goal,
+    remove_account_from_goal,
+    update_account_allocation,
+)
 from fin_infra.goals.management import (
     create_goal,
-    list_goals,
-    get_goal,
-    update_goal,
     delete_goal,
+    get_goal,
     get_goal_progress,
+    list_goals,
+    update_goal,
 )
 from fin_infra.goals.milestones import (
     add_milestone,
     check_milestones,
     get_milestone_progress,
 )
-from fin_infra.goals.funding import (
-    link_account_to_goal,
-    get_goal_funding_sources,
-    update_account_allocation,
-    remove_account_from_goal,
-)
 from fin_infra.goals.models import GoalStatus
 
 logger = logging.getLogger(__name__)
@@ -63,7 +63,7 @@ logger = logging.getLogger(__name__)
 # ============================================================================
 
 
-def parse_iso_date(date_str: Optional[str]) -> Optional[datetime]:
+def parse_iso_date(date_str: str | None) -> datetime | None:
     """Parse ISO date string to datetime object."""
     if date_str is None:
         return None
@@ -85,24 +85,24 @@ class CreateGoalRequest(BaseModel):
     name: str = Field(..., min_length=1, max_length=200, description="Goal name")
     goal_type: str = Field(..., description="Goal type (savings, debt, investment, etc.)")
     target_amount: float = Field(..., gt=0, description="Target amount")
-    deadline: Optional[str] = Field(None, description="Deadline (ISO date)")
-    description: Optional[str] = Field(None, description="Goal description")
-    current_amount: Optional[float] = Field(0.0, ge=0, description="Current amount")
-    auto_contribute: Optional[bool] = Field(False, description="Auto-contribute enabled")
-    tags: Optional[List[str]] = Field(None, description="Goal tags")
+    deadline: str | None = Field(None, description="Deadline (ISO date)")
+    description: str | None = Field(None, description="Goal description")
+    current_amount: float | None = Field(0.0, ge=0, description="Current amount")
+    auto_contribute: bool | None = Field(False, description="Auto-contribute enabled")
+    tags: list[str] | None = Field(None, description="Goal tags")
 
 
 class UpdateGoalRequest(BaseModel):
     """Request body for updating a goal."""
 
-    name: Optional[str] = Field(None, min_length=1, max_length=200)
-    target_amount: Optional[float] = Field(None, gt=0)
-    deadline: Optional[str] = None
-    description: Optional[str] = None
-    current_amount: Optional[float] = Field(None, ge=0)
-    status: Optional[GoalStatus] = None
-    auto_contribute: Optional[bool] = None
-    tags: Optional[List[str]] = None
+    name: str | None = Field(None, min_length=1, max_length=200)
+    target_amount: float | None = Field(None, gt=0)
+    deadline: str | None = None
+    description: str | None = None
+    current_amount: float | None = Field(None, ge=0)
+    status: GoalStatus | None = None
+    auto_contribute: bool | None = None
+    tags: list[str] | None = None
 
 
 class AddMilestoneRequest(BaseModel):
@@ -110,7 +110,7 @@ class AddMilestoneRequest(BaseModel):
 
     amount: float = Field(..., gt=0, description="Milestone amount")
     description: str = Field(..., min_length=1, description="Milestone description")
-    target_date: Optional[str] = Field(None, description="Target date (ISO date)")
+    target_date: str | None = Field(None, description="Target date (ISO date)")
 
 
 class LinkAccountRequest(BaseModel):
@@ -238,14 +238,14 @@ def add_goals(
         except ValueError as e:
             raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST, detail=str(e))
 
-    @router.get("", response_model=List[dict])
+    @router.get("", response_model=list[dict])
     async def list_goals_endpoint(
-        user_id: Optional[str] = Query(
+        user_id: str | None = Query(
             None, description="User identifier (optional, returns all if not provided)"
         ),
-        goal_type: Optional[str] = Query(None, description="Filter by goal type"),
-        status_filter: Optional[str] = Query(None, alias="status", description="Filter by status"),
-    ) -> List[dict]:
+        goal_type: str | None = Query(None, description="Filter by goal type"),
+        status_filter: str | None = Query(None, alias="status", description="Filter by status"),
+    ) -> list[dict]:
         """
         List all goals for a user with optional filters.
 
@@ -442,8 +442,8 @@ def add_goals(
         except ValueError as e:
             raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST, detail=str(e))
 
-    @router.get("/{goal_id}/milestones", response_model=List[dict])
-    async def list_milestones_endpoint(goal_id: str) -> List[dict]:
+    @router.get("/{goal_id}/milestones", response_model=list[dict])
+    async def list_milestones_endpoint(goal_id: str) -> list[dict]:
         """
         List all milestones for a goal.
 
@@ -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"
@@ -540,8 +540,8 @@ def add_goals(
         except ValueError as e:
             raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST, detail=str(e))
 
-    @router.get("/{goal_id}/funding", response_model=List[dict])
-    async def list_funding_sources_endpoint(goal_id: str) -> List[dict]:
+    @router.get("/{goal_id}/funding", response_model=list[dict])
+    async def list_funding_sources_endpoint(goal_id: str) -> list[dict]:
         """
         List all funding sources for a goal.
 

fin_infra/goals/funding.py

@@ -22,14 +22,12 @@ Example:
     >>> # Raises ValueError if total allocation > 100%
 """
 
-from typing import Dict, List
-
-from fin_infra.goals.models import FundingSource
 from fin_infra.goals.management import get_goal
+from fin_infra.goals.models import FundingSource
 
 # In-memory storage for funding allocations
 # Structure: {account_id: {goal_id: allocation_percent}}
-_FUNDING_STORE: Dict[str, Dict[str, float]] = {}
+_FUNDING_STORE: dict[str, dict[str, float]] = {}
 
 
 def link_account_to_goal(
@@ -108,7 +106,7 @@ def link_account_to_goal(
     )
 
 
-def get_goal_funding_sources(goal_id: str) -> List[FundingSource]:
+def get_goal_funding_sources(goal_id: str) -> list[FundingSource]:
     """
     Get all accounts funding a specific goal.
 
@@ -154,7 +152,7 @@ def get_goal_funding_sources(goal_id: str) -> List[FundingSource]:
     return funding_sources
 
 
-def get_account_allocations(account_id: str) -> Dict[str, float]:
+def get_account_allocations(account_id: str) -> dict[str, float]:
     """
     Get all goal allocations for a specific account.
 

fin_infra/goals/management.py

@@ -41,11 +41,10 @@ Example:
 """
 
 from datetime import datetime
-from typing import Any
+from typing import Any, cast
 
 from pydantic import BaseModel, Field
 
-
 # ============================================================================
 # Pydantic Schemas (Structured Output)
 # ============================================================================
@@ -597,10 +596,10 @@ 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 +838,7 @@ 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 +884,7 @@ 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

@@ -26,12 +26,11 @@ 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
 
-
 # ============================================================================
 # Milestone Management
 # ============================================================================
@@ -229,7 +228,7 @@ 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
 

fin_infra/goals/models.py

@@ -11,11 +11,9 @@ Provides comprehensive data models for:
 
 from datetime import datetime
 from enum import Enum
-from typing import Optional
 
 from pydantic import BaseModel, Field, field_validator
 
-
 # ============================================================================
 # Enums
 # ============================================================================
@@ -69,14 +67,14 @@ class Milestone(BaseModel):
     """
 
     amount: float = Field(..., description="Milestone target amount", gt=0)
-    target_date: Optional[datetime] = Field(
+    target_date: datetime | None = Field(
         None, description="Target date to reach milestone (optional)"
     )
     description: str = Field(
         ..., description="Milestone description (e.g., '25% to emergency fund')", max_length=200
     )
     reached: bool = Field(default=False, description="Whether milestone has been reached")
-    reached_date: Optional[datetime] = Field(
+    reached_date: datetime | None = Field(
         None, description="Date milestone was reached (if reached=True)"
     )
 
@@ -107,7 +105,7 @@ class FundingSource(BaseModel):
         ge=0.0,
         le=100.0,
     )
-    account_name: Optional[str] = Field(
+    account_name: str | None = Field(
         None, description="Human-readable account name (e.g., 'Chase Savings')"
     )
 
@@ -154,9 +152,7 @@ class Goal(BaseModel):
     id: str = Field(..., description="Unique goal identifier")
     user_id: str = Field(..., description="User who owns this goal")
     name: str = Field(..., description="Goal name", max_length=200)
-    description: Optional[str] = Field(
-        None, description="Detailed goal description", max_length=1000
-    )
+    description: str | None = Field(None, description="Detailed goal description", max_length=1000)
 
     # Goal type and status
     type: GoalType = Field(..., description="Goal type")
@@ -165,7 +161,7 @@ class Goal(BaseModel):
     # Financial targets
     target_amount: float = Field(..., description="Target amount to achieve", gt=0)
     current_amount: float = Field(default=0.0, description="Current progress toward target", ge=0.0)
-    deadline: Optional[datetime] = Field(None, description="Target completion date")
+    deadline: datetime | None = Field(None, description="Target completion date")
 
     # Milestone tracking
     milestones: list[Milestone] = Field(default_factory=list, description="Progress milestones")
@@ -190,7 +186,7 @@ class Goal(BaseModel):
     updated_at: datetime = Field(
         default_factory=datetime.utcnow, description="Last update timestamp"
     )
-    completed_at: Optional[datetime] = Field(
+    completed_at: datetime | None = Field(
         None, description="Completion timestamp (if status=COMPLETED)"
     )
 
@@ -264,7 +260,7 @@ class GoalProgress(BaseModel):
     )
 
     # Projections
-    projected_completion_date: Optional[datetime] = Field(
+    projected_completion_date: datetime | None = Field(
         None, description="Projected completion date at current pace"
     )
     on_track: bool = Field(..., description="Whether on track to meet deadline")

fin_infra/insights/__init__.py

@@ -10,8 +10,16 @@ Aggregates insights from multiple sources:
 - Cash flow projections
 """
 
-from .models import Insight, InsightFeed, InsightPriority, InsightCategory
+import logging
+from typing import TYPE_CHECKING
+
+if TYPE_CHECKING:
+    from fastapi import FastAPI
+
 from .aggregator import aggregate_insights, get_user_insights
+from .models import Insight, InsightCategory, InsightFeed, InsightPriority
+
+logger = logging.getLogger(__name__)
 
 __all__ = [
     "Insight",
@@ -25,7 +33,7 @@ __all__ = [
 
 
 def add_insights(
-    app: "FastAPI",  # type: ignore
+    app: "FastAPI",
     *,
     prefix: str = "/insights",
 ) -> None:
@@ -71,16 +79,11 @@ def add_insights(
         - Real-time aggregation from net worth, budgets, goals, etc.
         - Notification system for critical insights
     """
-    from typing import TYPE_CHECKING
-
-    if TYPE_CHECKING:
-        from fastapi import FastAPI
-
     from fastapi import Query
+    from svc_infra.api.fastapi.docs.scoped import add_prefixed_docs
 
     # Import svc-infra user router (requires auth)
     from svc_infra.api.fastapi.dual.protected import user_router
-    from svc_infra.api.fastapi.docs.scoped import add_prefixed_docs
 
     # Create router
     router = user_router(prefix=prefix, tags=["Insights"])
@@ -125,5 +128,4 @@ def add_insights(
     # Mount router
     app.include_router(router, include_in_schema=True)
 
-    print(f"✅ Insights feed enabled (unified financial insights)")
-
+    logger.info("Insights feed enabled")

fin_infra/insights/aggregator.py

@@ -224,7 +224,7 @@ def _generate_recurring_insights(user_id: str, patterns: list[RecurringPattern])
     high_cost = [
         p
         for p in patterns
-        if p.amount is not None and p.amount > 50 or (p.amount_range and p.amount_range[1] > 50)
+        if (p.amount is not None and p.amount > 50) or (p.amount_range and p.amount_range[1] > 50)
     ]
     if high_cost:
         total = Decimal("0")

fin_infra/investments/__init__.py

@@ -19,7 +19,7 @@ Example usage:
     # Explicit provider
     investments = easy_investments(provider="plaid")
     holdings = await investments.get_holdings(access_token)
-    
+
     # Calculate metrics
     allocation = investments.calculate_allocation(holdings)
     metrics = investments.calculate_portfolio_metrics(holdings)
@@ -51,7 +51,8 @@ from typing import TYPE_CHECKING, Literal
 if TYPE_CHECKING:
     from fastapi import FastAPI
 
-from ..providers.base import InvestmentProvider
+# Use the local InvestmentProvider base class (same as providers use)
+from .providers.base import InvestmentProvider
 
 # Lazy imports to avoid loading provider SDKs unless needed
 _provider_cache: dict[str, InvestmentProvider] = {}
@@ -109,11 +110,12 @@ def easy_investments(
             provider = "plaid"  # Default to Plaid
 
     # Check cache
-    cache_key = f"{provider}:{str(sorted(config.items()))}"
+    cache_key = f"{provider}:{sorted(config.items())!s}"
     if cache_key in _provider_cache:
         return _provider_cache[cache_key]
 
     # Lazy import and initialize provider
+    instance: InvestmentProvider
     if provider == "plaid":
         from .providers.plaid import PlaidInvestmentProvider
 
@@ -123,9 +125,7 @@ def easy_investments(
 
         instance = SnapTradeInvestmentProvider(**config)
     else:
-        raise ValueError(
-            f"Unknown provider: {provider}. Supported: 'plaid', 'snaptrade'"
-        )
+        raise ValueError(f"Unknown provider: {provider}. Supported: 'plaid', 'snaptrade'")
 
     _provider_cache[cache_key] = instance
     return instance
@@ -172,14 +172,19 @@ def add_investments(
         >>> # GET /investments/transactions
         >>> # etc.
     """
-    from .add import add_investments_impl
+    from .add import add_investments as add_investments_impl
+    from .providers.base import InvestmentProvider as InvestmentProviderBase
+
+    # Resolve provider from string Literal to actual InvestmentProvider instance
+    resolved_provider: InvestmentProviderBase | None = None
+    if provider is not None:
+        resolved_provider = easy_investments(provider=provider, **provider_config)
 
     return add_investments_impl(
         app,
-        provider=provider,
+        provider=resolved_provider,
         prefix=prefix,
         tags=tags or ["Investments"],
-        **provider_config,
     )