fin-infra 0.1.63__tar.gz → 0.1.64__tar.gz

{fin_infra-0.1.63 → fin_infra-0.1.64}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.3
 Name: fin-infra
-Version: 0.1.63
+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-0.1.63 → fin_infra-0.1.64}/pyproject.toml

@@ -1,6 +1,6 @@
 [tool.poetry]
 name = "fin-infra"
-version = "0.1.63"
+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-0.1.63 → 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-0.1.63 → fin_infra-0.1.64}/src/fin_infra/banking/__init__.py

@@ -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-0.1.63 → 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-0.1.63 → 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-0.1.63 → 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-0.1.63 → 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-0.1.63 → 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-0.1.63 → 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-0.1.63 → 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-0.1.63 → 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-0.1.63 → fin_infra-0.1.64}/src/fin_infra/investments/providers/plaid.py

@@ -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-0.1.63 → 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-0.1.63 → fin_infra-0.1.64}/src/fin_infra/providers/banking/teller_client.py

@@ -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.

{fin_infra-0.1.63 → fin_infra-0.1.64}/src/fin_infra/providers/tax/mock.py

@@ -313,9 +313,9 @@ class MockTaxProvider(TaxProvider):
         return CryptoTaxReport(
             user_id=user_id,
             tax_year=tax_year,
-            total_gain_loss=short_term + long_term,
-            short_term_gain_loss=short_term,
-            long_term_gain_loss=long_term,
+            total_gain_loss=Decimal(short_term + long_term),
+            short_term_gain_loss=Decimal(short_term),
+            long_term_gain_loss=Decimal(long_term),
             transaction_count=len(crypto_transactions),
             cost_basis_method=cost_basis_method,
             transactions=crypto_transactions,

{fin_infra-0.1.63 → fin_infra-0.1.64}/src/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 = (