fin-infra 0.1.64__tar.gz → 0.1.65__tar.gz

{fin_infra-0.1.64 → fin_infra-0.1.65}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.3
 Name: fin-infra
-Version: 0.1.64
+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-0.1.64 → fin_infra-0.1.65}/pyproject.toml

@@ -1,6 +1,6 @@
 [tool.poetry]
 name = "fin-infra"
-version = "0.1.64"
+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-0.1.64 → fin_infra-0.1.65}/src/fin_infra/analytics/spending.py

@@ -470,7 +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-0.1.64 → fin_infra-0.1.65}/src/fin_infra/categorization/add.py

@@ -136,21 +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-0.1.64 → 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-0.1.64 → 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-0.1.64 → 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-0.1.64 → 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-0.1.64 → 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-0.1.64 → 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-0.1.64 → 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-0.1.64 → fin_infra-0.1.65}/src/fin_infra/providers/base.py

@@ -67,7 +67,15 @@ class BankingProvider(ABC):
 class BrokerageProvider(ABC):
     @abstractmethod
     def submit_order(
-        self, symbol: str, qty: float, side: str, type_: str, time_in_force: str
+        self,
+        symbol: str,
+        qty: float,
+        side: str,
+        type_: str,
+        time_in_force: str,
+        limit_price: float | None = None,
+        stop_price: float | None = None,
+        client_order_id: str | None = None,
     ) -> dict:
         pass
 
@@ -75,6 +83,71 @@ class BrokerageProvider(ABC):
     def positions(self) -> Iterable[dict]:
         pass
 
+    @abstractmethod
+    def get_account(self) -> dict:
+        """Get trading account information."""
+        pass
+
+    @abstractmethod
+    def get_position(self, symbol: str) -> dict:
+        """Get position for a specific symbol."""
+        pass
+
+    @abstractmethod
+    def close_position(self, symbol: str) -> dict:
+        """Close a position (market sell/cover)."""
+        pass
+
+    @abstractmethod
+    def list_orders(self, status: str = "open", limit: int = 50) -> list[dict]:
+        """List orders."""
+        pass
+
+    @abstractmethod
+    def get_order(self, order_id: str) -> dict:
+        """Get order by ID."""
+        pass
+
+    @abstractmethod
+    def cancel_order(self, order_id: str) -> None:
+        """Cancel an order."""
+        pass
+
+    @abstractmethod
+    def get_portfolio_history(self, period: str = "1M", timeframe: str = "1D") -> dict:
+        """Get portfolio value history."""
+        pass
+
+    @abstractmethod
+    def create_watchlist(self, name: str, symbols: list[str] | None = None) -> dict:
+        """Create a new watchlist."""
+        pass
+
+    @abstractmethod
+    def list_watchlists(self) -> list[dict]:
+        """List all watchlists."""
+        pass
+
+    @abstractmethod
+    def get_watchlist(self, watchlist_id: str) -> dict:
+        """Get a watchlist by ID."""
+        pass
+
+    @abstractmethod
+    def delete_watchlist(self, watchlist_id: str) -> None:
+        """Delete a watchlist."""
+        pass
+
+    @abstractmethod
+    def add_to_watchlist(self, watchlist_id: str, symbol: str) -> dict:
+        """Add a symbol to a watchlist."""
+        pass
+
+    @abstractmethod
+    def remove_from_watchlist(self, watchlist_id: str, symbol: str) -> dict:
+        """Remove a symbol from a watchlist."""
+        pass
+
 
 class IdentityProvider(ABC):
     @abstractmethod
@@ -91,6 +164,11 @@ class CreditProvider(ABC):
     def get_credit_score(self, user_id: str, **kwargs) -> dict | None:
         pass
 
+    @abstractmethod
+    def get_credit_report(self, user_id: str, **kwargs) -> dict | None:
+        """Retrieve full credit report for a user."""
+        pass
+
 
 class TaxProvider(ABC):
     """Provider for tax data and document retrieval."""
@@ -100,6 +178,11 @@ class TaxProvider(ABC):
         """Retrieve tax forms for a user and tax year."""
         pass
 
+    @abstractmethod
+    def get_tax_documents(self, user_id: str, tax_year: int, **kwargs) -> list[dict]:
+        """Retrieve tax documents for a user and tax year."""
+        pass
+
     @abstractmethod
     def get_tax_document(self, document_id: str, **kwargs) -> dict:
         """Retrieve a specific tax document by ID."""
@@ -110,6 +193,20 @@ class TaxProvider(ABC):
         """Calculate capital gains from crypto transactions."""
         pass
 
+    @abstractmethod
+    def calculate_tax_liability(
+        self,
+        user_id: str,
+        income: float,
+        deductions: float,
+        filing_status: str,
+        tax_year: int,
+        state: str | None = None,
+        **kwargs,
+    ) -> dict:
+        """Calculate estimated tax liability."""
+        pass
+
 
 class InvestmentProvider(ABC):
     """Provider for investment holdings and portfolio data (Plaid, SnapTrade).

{fin_infra-0.1.64 → fin_infra-0.1.65}/src/fin_infra/providers/credit/experian.py

@@ -11,3 +11,8 @@ class ExperianCredit(CreditProvider):
         self, user_id: str, **kwargs
     ) -> dict | None:  # pragma: no cover - placeholder
         return None
+
+    def get_credit_report(
+        self, user_id: str, **kwargs
+    ) -> dict | None:  # pragma: no cover - placeholder
+        return None

{fin_infra-0.1.64 → fin_infra-0.1.65}/src/fin_infra/recurring/add.py

@@ -403,7 +403,16 @@ def add_recurring_detection(
 
             # Generate insights with LLM
             # TODO: Pass user_id for better caching (currently uses subscriptions hash)
-            insights = await detector.insights_generator.generate(subscriptions)
+            insights_generator = detector.insights_generator
+            if insights_generator is None:
+                from fastapi import HTTPException
+
+                raise HTTPException(
+                    status_code=500,
+                    detail="Subscription insights generator not configured (enable_llm=True required).",
+                )
+
+            insights = await insights_generator.generate(subscriptions)
 
             return insights
     else:

{fin_infra-0.1.64 → fin_infra-0.1.65}/src/fin_infra/recurring/detectors_llm.py

@@ -20,7 +20,7 @@ from pydantic import BaseModel, ConfigDict, Field
 
 # Lazy import for optional dependency (ai-infra)
 try:
-    from ai_infra.llm import LLM
+    from ai_infra.llm import LLM  # type: ignore[attr-defined]
 except ImportError:
     LLM = None
 

{fin_infra-0.1.64 → fin_infra-0.1.65}/src/fin_infra/recurring/insights.py

@@ -21,7 +21,7 @@ from pydantic import BaseModel, ConfigDict, Field
 
 # Lazy import for optional dependency (ai-infra)
 try:
-    from ai_infra.llm import LLM
+    from ai_infra.llm import LLM  # type: ignore[attr-defined]
 except ImportError:
     LLM = None
 

{fin_infra-0.1.64 → fin_infra-0.1.65}/src/fin_infra/recurring/normalizers.py

@@ -22,7 +22,7 @@ from pydantic import BaseModel, ConfigDict, Field
 
 # Lazy import for optional dependency (ai-infra)
 try:
-    from ai_infra.llm import LLM
+    from ai_infra.llm import LLM  # type: ignore[attr-defined]
 except ImportError:
     LLM = None