fin-infra 0.1.62__tar.gz → 0.1.64__tar.gz

{fin_infra-0.1.62 → fin_infra-0.1.64}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.3
 Name: fin-infra
-Version: 0.1.62
+Version: 0.1.64
 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

{fin_infra-0.1.62 → fin_infra-0.1.64}/pyproject.toml

@@ -1,6 +1,6 @@
 [tool.poetry]
 name = "fin-infra"
-version = "0.1.62"
+version = "0.1.64"
 description = "Financial infrastructure toolkit: banking connections, market data, credit, cashflows, and brokerage integrations"
 authors = ["Ali Khatami <aliikhatami94@gmail.com>"]
 license = "MIT"

{fin_infra-0.1.62 → fin_infra-0.1.64}/src/fin_infra/analytics/spending.py

@@ -162,12 +162,13 @@ async def analyze_spending(
     )
 
     return SpendingInsight(
-        top_merchants=top_merchants,
-        category_breakdown=dict(category_totals),
+        # Convert Decimal to float for model compatibility (intentional for Pydantic field types)
+        top_merchants=[(m, float(v)) for m, v in top_merchants],
+        category_breakdown={k: float(v) for k, v in category_totals.items()},
         spending_trends=spending_trends,
         anomalies=anomalies,
         period_days=days,
-        total_spending=total_spending,
+        total_spending=float(total_spending) if total_spending else 0.0,
     )
 
 
@@ -359,9 +360,10 @@ async def _detect_spending_anomalies(
         anomalies.append(
             SpendingAnomaly(
                 category=category,
-                current_amount=current_amount,
-                average_amount=average_amount,
-                deviation_percent=deviation_percent,
+                # Convert Decimal to float for model compatibility (intentional for Pydantic field types)
+                current_amount=float(current_amount),
+                average_amount=float(average_amount),
+                deviation_percent=float(deviation_percent),
                 severity=severity,
             )
         )

{fin_infra-0.1.62 → fin_infra-0.1.64}/src/fin_infra/banking/__init__.py

@@ -45,7 +45,7 @@ from __future__ import annotations
 
 import os
 from datetime import date
-from typing import TYPE_CHECKING, Optional
+from typing import TYPE_CHECKING, Optional, cast
 
 from pydantic import BaseModel, Field
 
@@ -199,7 +199,7 @@ 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(
@@ -397,10 +397,13 @@ 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

{fin_infra-0.1.62 → fin_infra-0.1.64}/src/fin_infra/brokerage/__init__.py

@@ -212,7 +212,9 @@ def add_brokerage(
 
     # Initialize provider if string or None
     if isinstance(provider, str):
-        brokerage_provider = easy_brokerage(provider=provider, mode=mode, **config)
+        # Cast provider string to Literal type for type checker
+        provider_literal: Literal["alpaca"] | None = provider if provider == "alpaca" else None  # type: ignore[assignment]
+        brokerage_provider = easy_brokerage(provider=provider_literal, mode=mode, **config)
     elif provider is None:
         brokerage_provider = easy_brokerage(mode=mode, **config)
     else:
@@ -241,7 +243,7 @@ def add_brokerage(
         Returns list of positions with symbol, quantity, P/L, etc.
         """
         try:
-            positions = brokerage_provider.positions()
+            positions = list(brokerage_provider.positions())  # Convert Iterable to list for len()
             return {"positions": positions, "count": len(positions)}
         except Exception as e:
             raise HTTPException(status_code=500, detail=f"Error fetching positions: {str(e)}")

{fin_infra-0.1.62 → fin_infra-0.1.64}/src/fin_infra/categorization/__init__.py

@@ -44,7 +44,7 @@ from .taxonomy import Category, CategoryGroup, get_all_categories, get_category_
 try:
     from .llm_layer import LLMCategorizer
 except ImportError:
-    LLMCategorizer = None
+    LLMCategorizer = None  # type: ignore[assignment,misc]
 
 __all__ = [
     # Easy setup

{fin_infra-0.1.62 → fin_infra-0.1.64}/src/fin_infra/categorization/add.py

@@ -96,7 +96,8 @@ def add_categorization(
         start_time = time.perf_counter()
 
         try:
-            prediction = engine.categorize(
+            # Await the async categorize method
+            prediction = await engine.categorize(
                 merchant_name=request.merchant_name,
                 user_id=request.user_id,
                 include_alternatives=request.include_alternatives,

{fin_infra-0.1.62 → fin_infra-0.1.64}/src/fin_infra/categorization/ease.py

@@ -13,7 +13,7 @@ from .engine import CategorizationEngine
 try:
     from .llm_layer import LLMCategorizer
 except ImportError:
-    LLMCategorizer = None
+    LLMCategorizer = None  # type: ignore[assignment,misc]
 
 
 def easy_categorization(

{fin_infra-0.1.62 → fin_infra-0.1.64}/src/fin_infra/categorization/engine.py

@@ -23,7 +23,7 @@ from .taxonomy import Category
 try:
     from .llm_layer import LLMCategorizer
 except ImportError:
-    LLMCategorizer = None
+    LLMCategorizer = None  # type: ignore[assignment,misc]
 
 logger = logging.getLogger(__name__)
 

{fin_infra-0.1.62 → fin_infra-0.1.64}/src/fin_infra/categorization/llm_layer.py

@@ -15,7 +15,7 @@ Expected performance:
 
 import hashlib
 import logging
-from typing import Optional, List, Tuple
+from typing import Optional, List, Tuple, cast
 from pydantic import BaseModel, Field
 
 # ai-infra imports
@@ -245,7 +245,7 @@ class LLMCategorizer:
                 f"Must be one of {len(valid_categories)} valid categories."
             )
 
-        return response
+        return cast(CategoryPrediction, response)
 
     def _build_system_prompt(self) -> str:
         """Build system prompt with few-shot examples (reused across all requests)."""

{fin_infra-0.1.62 → fin_infra-0.1.64}/src/fin_infra/compliance/__init__.py

@@ -21,7 +21,7 @@ from __future__ import annotations
 
 import logging
 from datetime import datetime
-from typing import Any, Callable, TYPE_CHECKING
+from typing import Any, Callable, TYPE_CHECKING, cast
 
 if TYPE_CHECKING:
     from fastapi import FastAPI, Request, Response
@@ -118,7 +118,8 @@ def add_compliance_tracking(
 
         # Track only GET requests (data access)
         if method != "GET":
-            return await call_next(request)
+            from starlette.responses import Response as StarletteResponse
+            return cast("Response", await call_next(request))
 
         # Determine if path is a compliance-tracked endpoint
         event = None
@@ -148,7 +149,7 @@ def add_compliance_tracking(
             if on_event:
                 on_event(event, context)
 
-        return response
+        return cast("Response", response)
 
     logger.info(
         "Compliance tracking enabled",

{fin_infra-0.1.62 → fin_infra-0.1.64}/src/fin_infra/credit/add.py

@@ -23,6 +23,7 @@ Example:
 """
 
 import logging
+from typing import cast
 
 from fastapi import FastAPI, Depends, HTTPException, status
 
@@ -175,7 +176,7 @@ def add_credit(
                 # Don't fail request if webhook publishing fails
                 logger.warning(f"Failed to publish credit.score_changed webhook: {e}")
 
-        return score
+        return cast(CreditScore, score)
 
     @router.post("/report", response_model=CreditReport)
     @credit_resource.cache_read(ttl=cache_ttl, suffix="report")
@@ -219,7 +220,7 @@ def add_credit(
                 detail="Credit bureau service unavailable",
             )
 
-        return report
+        return cast(CreditReport, report)
 
     # Mount router with dual routes (with/without trailing slash)
     app.include_router(router, include_in_schema=True)

{fin_infra-0.1.62 → fin_infra-0.1.64}/src/fin_infra/credit/experian/auth.py

@@ -24,6 +24,7 @@ Example:
 """
 
 import base64
+from typing import cast
 
 import httpx
 from svc_infra.cache import cache_read
@@ -85,7 +86,7 @@ class ExperianAuthManager:
             >>> headers = {"Authorization": f"Bearer {token}"}
         """
         # Call the cached implementation with client_id for cache key
-        return await self._get_token_cached(client_id=self.client_id)
+        return cast(str, await self._get_token_cached(client_id=self.client_id))
 
     @cache_read(
         key="oauth_token:experian:{client_id}",  # Use client_id for uniqueness
@@ -140,7 +141,7 @@ class ExperianAuthManager:
 
         # Parse and return token
         data = response.json()
-        return data["access_token"]
+        return cast(str, data["access_token"])
 
     async def invalidate(self) -> None:
         """Invalidate cached token for THIS client (force refresh on next get_token call).

{fin_infra-0.1.62 → fin_infra-0.1.64}/src/fin_infra/credit/experian/client.py

@@ -14,7 +14,7 @@ Example:
     >>> data = await client.get_credit_score("user123")
 """
 
-from typing import Any
+from typing import Any, cast
 
 import httpx
 from tenacity import (
@@ -155,7 +155,7 @@ class ExperianClient:
                 **kwargs,
             )
             response.raise_for_status()
-            return response.json()
+            return cast(dict[str, Any], response.json())
 
         except httpx.HTTPStatusError as e:
             # Parse error response

{fin_infra-0.1.62 → fin_infra-0.1.64}/src/fin_infra/credit/experian/provider.py

@@ -31,7 +31,7 @@ Example:
 
 import logging
 from datetime import datetime, timezone
-from typing import Literal
+from typing import Literal, cast
 
 from fin_infra.credit.experian.auth import ExperianAuthManager
 from fin_infra.credit.experian.client import ExperianClient
@@ -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-0.1.62 → fin_infra-0.1.64}/src/fin_infra/goals/add.py

@@ -29,7 +29,7 @@ add_goals(app)
 
 import logging
 from datetime import datetime
-from typing import List, Optional
+from typing import Any, List, Optional, cast
 
 from fastapi import FastAPI, HTTPException, status, Query, Body
 from pydantic import BaseModel, Field
@@ -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"

{fin_infra-0.1.62 → fin_infra-0.1.64}/src/fin_infra/goals/management.py

@@ -41,7 +41,7 @@ Example:
 """
 
 from datetime import datetime
-from typing import Any
+from typing import Any, cast
 
 from pydantic import BaseModel, Field
 
@@ -839,7 +839,7 @@ 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 +885,7 @@ 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-0.1.62 → fin_infra-0.1.64}/src/fin_infra/goals/milestones.py

@@ -26,7 +26,7 @@ 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
@@ -229,7 +229,7 @@ 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-0.1.62 → fin_infra-0.1.64}/src/fin_infra/investments/__init__.py

@@ -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] = {}
@@ -114,6 +115,7 @@ def easy_investments(
         return _provider_cache[cache_key]
 
     # Lazy import and initialize provider
+    instance: InvestmentProvider
     if provider == "plaid":
         from .providers.plaid import PlaidInvestmentProvider
 
@@ -172,14 +174,19 @@ 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)  # type: ignore[assignment]
 
     return add_investments_impl(
         app,
-        provider=provider,
+        provider=resolved_provider,
         prefix=prefix,
         tags=tags or ["Investments"],
-        **provider_config,
     )
 
 

{fin_infra-0.1.62 → fin_infra-0.1.64}/src/fin_infra/investments/ease.py

@@ -112,19 +112,20 @@ def easy_investments(
         - Most other SnapTrade brokerages support trading operations
     """
     # Auto-detect provider from environment if not specified
-    if provider is None:
-        provider = _detect_provider()
+    detected_provider: str | None = provider
+    if detected_provider is None:
+        detected_provider = _detect_provider()
 
     # Validate provider
-    if provider not in ("plaid", "snaptrade"):
+    if detected_provider not in ("plaid", "snaptrade"):
         raise ValueError(
-            f"Invalid provider: {provider}. Must be 'plaid' or 'snaptrade'."
+            f"Invalid provider: {detected_provider}. Must be 'plaid' or 'snaptrade'."
         )
 
     # Instantiate provider
-    if provider == "plaid":
+    if detected_provider == "plaid":
         return _create_plaid_provider(**config)
-    elif provider == "snaptrade":
+    elif detected_provider == "snaptrade":
         return _create_snaptrade_provider(**config)
 
     # Should never reach here
@@ -233,10 +234,13 @@ def _create_snaptrade_provider(**config: Any) -> InvestmentProvider:
             "Example: easy_investments(provider='snaptrade', client_id='...', consumer_key='...')"
         )
 
+    # Ensure base_url is a string (default is set in SnapTradeInvestmentProvider)
+    resolved_base_url: str = base_url if isinstance(base_url, str) else "https://api.snaptrade.com/api/v1"
+
     return SnapTradeInvestmentProvider(
         client_id=client_id,
         consumer_key=consumer_key,
-        base_url=base_url,
+        base_url=resolved_base_url,
     )
 
 

{fin_infra-0.1.62 → fin_infra-0.1.64}/src/fin_infra/investments/models.py

@@ -71,7 +71,7 @@ class TransactionType(str, Enum):
     fee = "fee"
     tax = "tax"
     transfer = "transfer"
-    split = "split"
+    split = "split"  # type: ignore[assignment]  # str.split() name conflict
     merger = "merger"
     cancel = "cancel"
     other = "other"

{fin_infra-0.1.62 → fin_infra-0.1.64}/src/fin_infra/investments/providers/plaid.py

@@ -10,7 +10,7 @@ from __future__ import annotations
 
 from datetime import date
 from decimal import Decimal
-from typing import Any, Dict, List, Optional
+from typing import Any, Dict, List, Optional, cast
 
 from plaid.api import plaid_api
 from plaid.model.investments_holdings_get_request import InvestmentsHoldingsGetRequest
@@ -103,7 +103,7 @@ class PlaidInvestmentProvider(InvestmentProvider):
             "development": plaid.Environment.Sandbox,  # Map development to sandbox
             "production": plaid.Environment.Production,
         }
-        return hosts.get(environment.lower(), plaid.Environment.Sandbox)
+        return cast(str, hosts.get(environment.lower(), plaid.Environment.Sandbox))
 
     async def get_holdings(
         self, access_token: str, account_ids: Optional[List[str]] = None
@@ -370,7 +370,7 @@ class PlaidInvestmentProvider(InvestmentProvider):
             isin=plaid_security.get("isin"),
             sedol=plaid_security.get("sedol"),
             ticker_symbol=plaid_security.get("ticker_symbol"),
-            name=plaid_security.get("name"),
+            name=plaid_security.get("name") or "Unknown Security",
             type=self._normalize_security_type(plaid_security.get("type", "other")),
             sector=plaid_security.get("sector"),
             close_price=close_price,

{fin_infra-0.1.62 → fin_infra-0.1.64}/src/fin_infra/investments/providers/snaptrade.py

@@ -11,7 +11,7 @@ from __future__ import annotations
 
 from datetime import date
 from decimal import Decimal
-from typing import Any, Dict, List, Optional
+from typing import Any, Dict, List, Optional, cast
 
 import httpx
 
@@ -393,7 +393,7 @@ class SnapTradeInvestmentProvider(InvestmentProvider):
             url = f"{self.base_url}/connections"
             response = await self.client.get(url, headers=auth_headers)
             response.raise_for_status()
-            return await response.json()
+            return cast(list[dict[str, Any]], await response.json())
 
         except httpx.HTTPStatusError as e:
             raise self._transform_error(e)

{fin_infra-0.1.62 → fin_infra-0.1.64}/src/fin_infra/markets/__init__.py

@@ -193,7 +193,11 @@ def add_market_data(
     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 +227,15 @@ 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-0.1.62 → fin_infra-0.1.64}/src/fin_infra/normalization/providers/exchangerate.py

@@ -2,7 +2,7 @@
 
 import os
 from datetime import date as DateType
-from typing import Optional
+from typing import Optional, cast
 
 import httpx
 
@@ -66,10 +66,10 @@ class ExchangeRateClient:
                         raise ExchangeRateAPIError(
                             f"API returned error: {data.get('error-type', 'unknown')}"
                         )
-                    return data["conversion_rates"]
+                    return cast(dict[str, float], data["conversion_rates"])
                 else:
                     # Free tier response format
-                    return data["rates"]
+                    return cast(dict[str, float], data["rates"])
 
         except httpx.HTTPError as e:
             raise ExchangeRateAPIError(f"HTTP error fetching rates: {e}")

{fin_infra-0.1.62 → fin_infra-0.1.64}/src/fin_infra/providers/banking/plaid_client.py

@@ -1,6 +1,7 @@
 from __future__ import annotations
 
 from datetime import date, datetime, timedelta
+from typing import Any, cast
 
 # Plaid SDK v25+ uses new API structure
 try:
@@ -96,7 +97,7 @@ class PlaidClient(BankingProvider):
             language="en",
         )
         response = self.client.link_token_create(request)
-        return response["link_token"]
+        return cast(str, response["link_token"])
 
     def exchange_public_token(self, public_token: str) -> dict:
         request = ItemPublicTokenExchangeRequest(public_token=public_token)
@@ -146,8 +147,8 @@ class PlaidClient(BankingProvider):
         # Return all balances
         return {"balances": [acc.get("balances", {}) for acc in accounts]}
 
-    def identity(self, access_token: str) -> dict:
+    def identity(self, access_token: str) -> dict[Any, Any]:
         """Fetch identity/account holder information."""
         request = IdentityGetRequest(access_token=access_token)
         response = self.client.identity_get(request)
-        return response.to_dict()
+        return cast(dict[Any, Any], response.to_dict())

{fin_infra-0.1.62 → fin_infra-0.1.64}/src/fin_infra/providers/banking/teller_client.py

@@ -24,7 +24,7 @@ from __future__ import annotations
 
 import ssl
 import httpx
-from typing import Any
+from typing import Any, cast
 
 from ..base import BankingProvider
 
@@ -93,7 +93,13 @@ class TellerClient(BankingProvider):
             ssl_context.load_cert_chain(certfile=cert_path, keyfile=key_path)
             client_kwargs["verify"] = ssl_context
 
-        self.client = httpx.Client(**client_kwargs)
+        # Create client with explicit parameters to satisfy type checker
+        self.client = httpx.Client(
+            base_url=str(client_kwargs["base_url"]),
+            timeout=float(client_kwargs["timeout"]),  # type: ignore[arg-type]
+            headers=client_kwargs["headers"],  # type: ignore[arg-type]
+            verify=client_kwargs.get("verify", True),  # type: ignore[arg-type]
+        )
 
     def _request(self, method: str, path: str, **kwargs: Any) -> Any:
         """Make HTTP request to Teller API with error handling.
@@ -139,7 +145,7 @@ class TellerClient(BankingProvider):
                 "products": ["accounts", "transactions", "balances", "identity"],
             },
         )
-        return response.get("enrollment_id", "")
+        return cast(str, response.get("enrollment_id", ""))
 
     def exchange_public_token(self, public_token: str) -> dict:
         """Exchange public token for access token.
@@ -186,7 +192,7 @@ class TellerClient(BankingProvider):
             auth=(access_token, ""),
         )
         response.raise_for_status()
-        return response.json()
+        return cast(list[dict[Any, Any]], response.json())
 
     def transactions(
         self,
@@ -229,7 +235,7 @@ class TellerClient(BankingProvider):
             params=params,
         )
         response.raise_for_status()
-        return response.json()
+        return cast(list[dict[Any, Any]], response.json())
 
     def balances(self, access_token: str, account_id: str | None = None) -> dict:
         """Fetch current balances.
@@ -261,7 +267,7 @@ class TellerClient(BankingProvider):
             )
 
         response.raise_for_status()
-        return response.json()
+        return cast(dict[Any, Any], response.json())
 
     def identity(self, access_token: str) -> dict:
         """Fetch identity/account holder information.
@@ -285,7 +291,7 @@ class TellerClient(BankingProvider):
             auth=(access_token, ""),
         )
         response.raise_for_status()
-        return response.json()
+        return cast(dict[Any, Any], response.json())
 
     def __del__(self) -> None:
         """Close HTTP client on cleanup."""