fin-infra 0.1.63__tar.gz → 0.1.65__tar.gz

{fin_infra-0.1.63 → fin_infra-0.1.65}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.3
 Name: fin-infra
-Version: 0.1.63
+Version: 0.1.65
 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-0.1.65}/pyproject.toml

@@ -1,6 +1,6 @@
 [tool.poetry]
 name = "fin-infra"
-version = "0.1.63"
+version = "0.1.65"
 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-0.1.65}/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,
             )
         )
@@ -468,7 +470,7 @@ async def generate_spending_insights(
 
     # Try to import ai-infra LLM (optional dependency)
     try:
-        from ai_infra.llm import LLM
+        from ai_infra.llm import LLM  # type: ignore[attr-defined]
     except ImportError:
         # Graceful degradation: return rule-based insights
         return _generate_rule_based_insights(spending_insight, user_context)

{fin_infra-0.1.63 → fin_infra-0.1.65}/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-0.1.65}/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-0.1.65}/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-0.1.65}/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,
@@ -135,21 +136,19 @@ def add_categorization(
             categories = get_all_categories()
 
         # Return category metadata
-        return [
-            {
-                "name": cat.value,
-                "group": get_category_metadata(cat).group.value
-                if get_category_metadata(cat)
-                else None,
-                "display_name": get_category_metadata(cat).display_name
-                if get_category_metadata(cat)
-                else cat.value,
-                "description": get_category_metadata(cat).description
-                if get_category_metadata(cat)
-                else None,
-            }
-            for cat in categories
-        ]
+        result = []
+        for cat in categories:
+            meta = get_category_metadata(cat)
+            result.append(
+                {
+                    "name": cat.value,
+                    "group": meta.group.value if meta else None,
+                    "display_name": meta.display_name if meta else cat.value,
+                    "description": meta.description if meta else None,
+                }
+            )
+
+        return result
 
     @router.get("/stats", response_model=CategoryStats)
     async def get_stats():

{fin_infra-0.1.63 → fin_infra-0.1.65}/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-0.1.65}/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-0.1.65}/src/fin_infra/categorization/llm_layer.py

@@ -20,8 +20,8 @@ from pydantic import BaseModel, Field
 
 # ai-infra imports
 try:
-    from ai_infra.llm import LLM
-    from ai_infra.llm.providers import Providers
+    from ai_infra.llm import LLM  # type: ignore[attr-defined]
+    from ai_infra.llm.providers import Providers  # type: ignore[attr-defined]
 except ImportError:
     raise ImportError("ai-infra not installed. Install with: pip install ai-infra")
 

{fin_infra-0.1.63 → fin_infra-0.1.65}/src/fin_infra/chat/__init__.py

@@ -149,15 +149,6 @@ def add_financial_conversation(
         # TODO: Get user_id from svc-infra auth context
         user_id = "demo_user"  # Placeholder
 
-        # Check for sensitive content
-        if is_sensitive_question(request.question):
-            return ConversationResponse(
-                answer="I cannot process requests containing sensitive information like SSNs, passwords, or account numbers. Please rephrase your question without this information.",
-                follow_up_questions=[],
-                conversation_id=f"{user_id}_denied",
-                disclaimer="This is an automated safety response.",
-            )
-
         # Ask conversation
         response = await conversation.ask(
             user_id=user_id,
@@ -173,7 +164,7 @@ def add_financial_conversation(
         # TODO: Get user_id from svc-infra auth context
         user_id = "demo_user"
         context = await conversation._get_context(user_id)
-        return context.exchanges if context else []
+        return context.previous_exchanges if context else []
 
     @router.delete("/history")
     async def clear_history():

{fin_infra-0.1.63 → fin_infra-0.1.65}/src/fin_infra/chat/ease.py

@@ -69,7 +69,7 @@ def easy_financial_conversation(
     # Auto-create LLM if not provided
     if llm is None:
         try:
-            from ai_infra.llm import LLM
+            from ai_infra.llm import LLM  # type: ignore[attr-defined]
 
             llm = LLM()
         except ImportError:

{fin_infra-0.1.63 → fin_infra-0.1.65}/src/fin_infra/chat/planning.py

@@ -338,8 +338,65 @@ class FinancialPlanningConversation:
         # Save updated context (24h TTL)
         await self._save_context(context)
 
+        # Track latest session id for convenience endpoints (history/clear).
+        # Best-effort: failures here must not break the chat response.
+        try:
+            await self.cache.set(
+                self._latest_session_key(user_id),
+                context.session_id,
+                ttl=86400,
+            )
+        except Exception:
+            pass
+
         return response
 
+    # ---------------------------------------------------------------------
+    # Backward-compatible context helpers
+    # ---------------------------------------------------------------------
+
+    def _latest_session_key(self, user_id: str) -> str:
+        return f"fin_infra:conversation_latest_session:{user_id}"
+
+    async def _get_latest_session_id(self, user_id: str) -> str | None:
+        try:
+            value = await self.cache.get(self._latest_session_key(user_id))
+        except Exception:
+            return None
+
+        if value is None:
+            return None
+        if isinstance(value, bytes):
+            try:
+                return value.decode("utf-8")
+            except Exception:
+                return None
+        if isinstance(value, str):
+            return value
+        return str(value)
+
+    async def _get_context(
+        self, user_id: str, session_id: str | None = None
+    ) -> ConversationContext | None:
+        if session_id is None:
+            session_id = await self._get_latest_session_id(user_id)
+        if session_id is None:
+            return None
+
+        return await self._load_context(user_id=user_id, session_id=session_id)
+
+    async def _clear_context(self, user_id: str, session_id: str | None = None) -> None:
+        if session_id is None:
+            session_id = await self._get_latest_session_id(user_id)
+
+        if session_id is not None:
+            await self.clear_session(user_id=user_id, session_id=session_id)
+
+        try:
+            await self.cache.delete(self._latest_session_key(user_id))
+        except Exception:
+            pass
+
     async def _load_context(
         self,
         user_id: str,

{fin_infra-0.1.63 → fin_infra-0.1.65}/src/fin_infra/crypto/insights.py

@@ -15,7 +15,7 @@ from typing import TYPE_CHECKING
 from pydantic import BaseModel, Field
 
 if TYPE_CHECKING:
-    from ai_infra.llm import LLM
+    from ai_infra.llm import LLM  # type: ignore[attr-defined]
 
 
 class CryptoInsight(BaseModel):

{fin_infra-0.1.63 → fin_infra-0.1.65}/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-0.1.65}/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-0.1.65}/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-0.1.65}/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-0.1.65}/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-0.1.65}/src/fin_infra/net_worth/ease.py

@@ -121,6 +121,15 @@ class NetWorthTracker:
         self.goal_tracker = goal_tracker
         self.conversation = conversation
 
+        # Configuration set by easy_net_worth(); declared here for type checkers.
+        self.snapshot_schedule: str = "daily"
+        self.change_threshold_percent: float = 5.0
+        self.change_threshold_amount: float = 10000.0
+        self.enable_llm: bool = False
+        self.llm_provider: str | None = None
+        self.llm_model: str | None = None
+        self.config: dict[str, Any] = {}
+
     async def calculate_net_worth(
         self,
         user_id: str,
@@ -368,12 +377,20 @@ def easy_net_worth(
 
     if enable_llm:
         try:
-            from ai_infra.llm import LLM
+            from ai_infra.llm.llm import LLM  # type: ignore[attr-defined]
         except ImportError:
             raise ImportError(
                 "LLM features require ai-infra package. " "Install with: pip install ai-infra"
             )
 
+        cache = None
+        try:
+            from svc_infra.cache import get_cache
+
+            cache = get_cache()
+        except Exception:
+            cache = None
+
         # Determine default model
         default_models = {
             "google": "gemini-2.0-flash-exp",
@@ -416,18 +433,22 @@ def easy_net_worth(
             # goals.management not yet implemented, skip
             pass
 
-        try:
-            from fin_infra.conversation import FinancialPlanningConversation
-
-            conversation = FinancialPlanningConversation(
-                llm=llm,
-                cache=cache,  # Required for context storage
-                provider=llm_provider,
-                model_name=model_name,
-            )
-        except ImportError:
-            # conversation module not yet implemented, skip
-            pass
+        if cache is not None:
+            try:
+                from fin_infra.conversation import FinancialPlanningConversation
+
+                conversation = FinancialPlanningConversation(
+                    llm=llm,
+                    cache=cache,  # Required for context storage
+                    provider=llm_provider,
+                    model_name=model_name,
+                )
+            except ImportError:
+                # conversation module not yet implemented, skip
+                pass
+            except Exception:
+                # Cache not configured or other runtime issue; skip optional conversation wiring.
+                pass
 
     # Create tracker
     tracker = NetWorthTracker(

{fin_infra-0.1.63 → fin_infra-0.1.65}/src/fin_infra/normalization/__init__.py

@@ -150,14 +150,14 @@ def add_normalization(
     ):
         """Convert amount between currencies."""
         try:
-            result = await converter.convert(amount, from_currency, to_currency)
+            result = await converter.convert_with_details(amount, from_currency, to_currency)
             return {
-                "amount": amount,
-                "from_currency": from_currency,
-                "to_currency": to_currency,
-                "result": result.amount,
+                "amount": result.amount,
+                "from_currency": result.from_currency,
+                "to_currency": result.to_currency,
+                "result": result.converted,
                 "rate": result.rate,
-                "timestamp": result.timestamp.isoformat(),
+                "timestamp": result.date.isoformat() if result.date else None,
             }
         except CurrencyNotSupportedError as e:
             raise HTTPException(status_code=400, detail=str(e))

{fin_infra-0.1.63 → fin_infra-0.1.65}/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.