fin-infra 0.1.66__py3-none-any.whl → 0.1.68__py3-none-any.whl

fin_infra/categorization/ease.py

@@ -113,7 +113,7 @@ def easy_categorization(
     if enable_llm:
         if LLMCategorizer is None:
             raise ImportError(
-                "LLM support requires ai-infra package. " "Install with: pip install ai-infra"
+                "LLM support requires ai-infra package. Install with: pip install ai-infra"
             )
 
         # Map provider names to ai-infra provider format
@@ -125,8 +125,7 @@ def easy_categorization(
         ai_infra_provider = provider_map.get(llm_provider)
         if not ai_infra_provider:
             raise ValueError(
-                f"Unsupported LLM provider: {llm_provider}. "
-                f"Use 'google', 'openai', or 'anthropic'."
+                f"Unsupported LLM provider: {llm_provider}. Use 'google', 'openai', or 'anthropic'."
             )
 
         # Default models per provider

fin_infra/categorization/llm_layer.py

@@ -284,8 +284,8 @@ class LLMCategorizer:
 Merchant: "{merchant_name}"
 
 User context:
-- Frequently shops at: {context['top_merchants']}
-- Top spending categories: {context['top_categories']}
+- Frequently shops at: {context["top_merchants"]}
+- Top spending categories: {context["top_categories"]}
 
 Return JSON with category, confidence, and reasoning."""
         else:

fin_infra/cli/cmds/scaffold_cmds.py

@@ -108,7 +108,7 @@ def cmd_scaffold(
             err=True,
         )
         raise typer.Exit(1)
-    
+
     # Import scaffold function based on domain
     if domain == "budgets":
         from fin_infra.scaffold.budgets import scaffold_budgets_core

fin_infra/credit/experian/provider.py

@@ -174,7 +174,7 @@ class ExperianProvider(CreditProvider):
         permissible_purpose = kwargs.get("permissible_purpose", "account_review")
         requester_ip = kwargs.get("requester_ip", "unknown")
         requester_user_id = kwargs.get("requester_user_id", "unknown")
-        
+
         # FCRA Audit Log - REQUIRED for regulatory compliance (15 USC § 1681b)
         # This log must be retained for at least 2 years per FCRA requirements
         timestamp = datetime.now(timezone.utc).isoformat()
@@ -190,7 +190,7 @@ class ExperianProvider(CreditProvider):
                 "environment": self.environment,
                 "timestamp": timestamp,
                 "result": "pending",
-            }
+            },
         )
 
         try:
@@ -202,7 +202,7 @@ class ExperianProvider(CreditProvider):
 
             # Parse response to CreditScore model
             result = parse_credit_score(data, user_id=user_id)
-            
+
             # Log successful pull
             fcra_audit_logger.info(
                 "FCRA_CREDIT_PULL_SUCCESS",
@@ -213,11 +213,11 @@ class ExperianProvider(CreditProvider):
                     "timestamp": timestamp,
                     "result": "success",
                     "score_returned": result.score is not None,
-                }
+                },
             )
-            
+
             return result
-            
+
         except Exception as e:
             # Log failed pull - still required for FCRA audit trail
             fcra_audit_logger.warning(
@@ -229,7 +229,7 @@ class ExperianProvider(CreditProvider):
                     "timestamp": timestamp,
                     "result": "error",
                     "error_type": type(e).__name__,
-                }
+                },
             )
             raise
 
@@ -262,7 +262,7 @@ class ExperianProvider(CreditProvider):
         permissible_purpose = kwargs.get("permissible_purpose", "account_review")
         requester_ip = kwargs.get("requester_ip", "unknown")
         requester_user_id = kwargs.get("requester_user_id", "unknown")
-        
+
         # FCRA Audit Log - REQUIRED for regulatory compliance (15 USC § 1681b)
         # Full credit report pulls have stricter requirements than score-only pulls
         # This log must be retained for at least 2 years per FCRA requirements
@@ -280,7 +280,7 @@ class ExperianProvider(CreditProvider):
                 "timestamp": timestamp,
                 "result": "pending",
                 "report_type": "full",
-            }
+            },
         )
 
         try:
@@ -292,7 +292,7 @@ class ExperianProvider(CreditProvider):
 
             # Parse response to CreditReport model
             result = parse_credit_report(data, user_id=user_id)
-            
+
             # Log successful pull
             fcra_audit_logger.info(
                 "FCRA_CREDIT_PULL_SUCCESS",
@@ -304,11 +304,11 @@ class ExperianProvider(CreditProvider):
                     "result": "success",
                     "accounts_returned": len(result.accounts) if result.accounts else 0,
                     "inquiries_returned": len(result.inquiries) if result.inquiries else 0,
-                }
+                },
             )
-            
+
             return result
-            
+
         except Exception as e:
             # Log failed pull - still required for FCRA audit trail
             fcra_audit_logger.warning(
@@ -320,7 +320,7 @@ class ExperianProvider(CreditProvider):
                     "timestamp": timestamp,
                     "result": "error",
                     "error_type": type(e).__name__,
-                }
+                },
             )
             raise
 

fin_infra/crypto/__init__.py

@@ -70,7 +70,7 @@ def easy_crypto(
         return CoinGeckoCryptoData()
 
     else:
-        raise ValueError(f"Unknown crypto data provider: {provider_name}. " f"Supported: coingecko")
+        raise ValueError(f"Unknown crypto data provider: {provider_name}. Supported: coingecko")
 
 
 def add_crypto_data(

fin_infra/documents/add.py

@@ -93,6 +93,7 @@ def add_documents(
     # Import svc-infra base function to mount base endpoints (with fallback)
     try:
         from svc_infra.documents import add_documents as add_base_documents
+
         HAS_SVC_INFRA_DOCUMENTS = True
     except ImportError:
         # Fallback for older svc-infra versions - skip base endpoints
@@ -109,11 +110,12 @@ def add_documents(
     else:
         # Legacy mode: mount basic endpoints inline (for svc-infra < 0.1.668)
         import warnings
+
         warnings.warn(
             "svc_infra.documents not found. Using legacy document endpoints. "
             "Please upgrade svc-infra to >=0.1.668 for full functionality.",
             DeprecationWarning,
-            stacklevel=2
+            stacklevel=2,
         )
 
     # Step 2: Create financial document manager with OCR/AI capabilities
@@ -210,9 +212,7 @@ def add_documents(
             ```
         """
         try:
-            return await manager.analyze(
-                document_id=document_id, force_refresh=force_refresh
-            )
+            return await manager.analyze(document_id=document_id, force_refresh=force_refresh)
         except ValueError as e:
             raise HTTPException(status_code=404, detail=str(e))
 

fin_infra/documents/ease.py

@@ -44,11 +44,12 @@ except ImportError:
     # Fallback for older svc-infra versions without documents module
     # This provides backward compatibility until svc-infra 0.1.668+ is published
     import warnings
+
     warnings.warn(
         "svc_infra.documents not found. Using legacy implementation. "
         "Please upgrade svc-infra to >=0.1.668 for layered architecture support.",
         DeprecationWarning,
-        stacklevel=2
+        stacklevel=2,
     )
     BaseDocumentManager = object  # type: ignore
 
@@ -65,10 +66,10 @@ class FinancialDocumentManager(BaseDocumentManager):
     Inherits from svc-infra DocumentManager:
         - upload(), download(), delete(), get(), list() for base document CRUD
         - storage backend integration
-    
+
     Adds financial-specific methods:
         - upload_financial(): Upload with DocumentType, tax_year, form_type
-        - extract_text(): OCR for tax forms  
+        - extract_text(): OCR for tax forms
         - analyze(): AI-powered financial insights
 
     Attributes:

fin_infra/documents/models.py

@@ -52,17 +52,17 @@ class DocumentType(str, Enum):
 class FinancialDocument(BaseDocument):
     """
     Financial document extending base Document with financial-specific fields.
-    
+
     Inherits from svc-infra Document:
         - id, user_id, filename, file_size, upload_date
         - storage_path, content_type, checksum
         - metadata (Dict[str, Any])
-    
+
     Adds financial-specific fields:
         - type: DocumentType enum
         - tax_year: Optional year for tax documents
         - form_type: Optional form identifier (W-2, 1099, etc.)
-    
+
     Examples:
         >>> # Tax document with W-2 form
         >>> doc = FinancialDocument(

fin_infra/documents/ocr.py

@@ -46,7 +46,7 @@ async def extract_text(
     Extract text from a document using OCR (uses svc-infra storage).
 
     Args:
-        storage: Storage backend instance  
+        storage: Storage backend instance
         document_id: Document identifier
         provider: OCR provider ("tesseract" or "textract")
         force_refresh: Force re-extraction even if cached result exists

fin_infra/documents/storage.py

@@ -46,6 +46,7 @@ try:
         list_documents as base_list_documents,
         upload_document as base_upload_document,
     )
+
     HAS_SVC_INFRA_DOCUMENTS = True
 except ImportError:
     # Fallback for older svc-infra versions - use legacy implementation
@@ -153,7 +154,7 @@ 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

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:

fin_infra/goals/management.py

@@ -597,10 +597,10 @@ 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."""
 

fin_infra/insights/__init__.py

@@ -126,4 +126,3 @@ def add_insights(
     app.include_router(router, include_in_schema=True)
 
     print("✅ Insights feed enabled (unified financial insights)")
-

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)
@@ -125,9 +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

fin_infra/investments/add.py

@@ -39,12 +39,8 @@ class HoldingsRequest(BaseModel):
 
     access_token: Optional[str] = Field(None, description="Plaid access token (Plaid only)")
     user_id: Optional[str] = Field(None, description="SnapTrade user ID (SnapTrade only)")
-    user_secret: Optional[str] = Field(
-        None, description="SnapTrade user secret (SnapTrade only)"
-    )
-    account_ids: Optional[list[str]] = Field(
-        None, description="Filter by specific account IDs"
-    )
+    user_secret: Optional[str] = Field(None, description="SnapTrade user secret (SnapTrade only)")
+    account_ids: Optional[list[str]] = Field(None, description="Filter by specific account IDs")
 
 
 class TransactionsRequest(BaseModel):
@@ -52,14 +48,10 @@ class TransactionsRequest(BaseModel):
 
     access_token: Optional[str] = Field(None, description="Plaid access token (Plaid only)")
     user_id: Optional[str] = Field(None, description="SnapTrade user ID (SnapTrade only)")
-    user_secret: Optional[str] = Field(
-        None, description="SnapTrade user secret (SnapTrade only)"
-    )
+    user_secret: Optional[str] = Field(None, description="SnapTrade user secret (SnapTrade only)")
     start_date: date = Field(..., description="Start date for transactions (YYYY-MM-DD)")
     end_date: date = Field(..., description="End date for transactions (YYYY-MM-DD)")
-    account_ids: Optional[list[str]] = Field(
-        None, description="Filter by specific account IDs"
-    )
+    account_ids: Optional[list[str]] = Field(None, description="Filter by specific account IDs")
 
 
 class AccountsRequest(BaseModel):
@@ -67,9 +59,7 @@ class AccountsRequest(BaseModel):
 
     access_token: Optional[str] = Field(None, description="Plaid access token (Plaid only)")
     user_id: Optional[str] = Field(None, description="SnapTrade user ID (SnapTrade only)")
-    user_secret: Optional[str] = Field(
-        None, description="SnapTrade user secret (SnapTrade only)"
-    )
+    user_secret: Optional[str] = Field(None, description="SnapTrade user secret (SnapTrade only)")
 
 
 class AllocationRequest(BaseModel):
@@ -77,12 +67,8 @@ class AllocationRequest(BaseModel):
 
     access_token: Optional[str] = Field(None, description="Plaid access token (Plaid only)")
     user_id: Optional[str] = Field(None, description="SnapTrade user ID (SnapTrade only)")
-    user_secret: Optional[str] = Field(
-        None, description="SnapTrade user secret (SnapTrade only)"
-    )
-    account_ids: Optional[list[str]] = Field(
-        None, description="Filter by specific account IDs"
-    )
+    user_secret: Optional[str] = Field(None, description="SnapTrade user secret (SnapTrade only)")
+    account_ids: Optional[list[str]] = Field(None, description="Filter by specific account IDs")
 
 
 class SecuritiesRequest(BaseModel):
@@ -90,9 +76,7 @@ class SecuritiesRequest(BaseModel):
 
     access_token: Optional[str] = Field(None, description="Plaid access token (Plaid only)")
     user_id: Optional[str] = Field(None, description="SnapTrade user ID (SnapTrade only)")
-    user_secret: Optional[str] = Field(
-        None, description="SnapTrade user secret (SnapTrade only)"
-    )
+    user_secret: Optional[str] = Field(None, description="SnapTrade user secret (SnapTrade only)")
     security_ids: list[str] = Field(..., description="List of security IDs to retrieve")
 
 
@@ -155,13 +139,13 @@ def add_investments(
            - Validates user's JWT/session cookie
            - Ensures user is logged into YOUR application
            - Provides identity.user with authenticated user
-        
+
         2. Provider Access (endpoint logic): Handled by these endpoints
            - Gets Plaid/SnapTrade access token for the provider
            - Auto-resolves from identity.user.banking_providers
            - Can be overridden with explicit token in request body
            - Used to call external provider APIs (Plaid, SnapTrade)
-        
+
         POST requests are used (not GET) because:
         1. Provider credentials should not be in URL query parameters
         2. Request bodies are more suitable for sensitive data
@@ -173,7 +157,7 @@ def add_investments(
 
     # 2. Store on app state
     app.state.investment_provider = provider
-    
+
     # 3. Capture provider in local variable for closure
     investment_provider = provider
 
@@ -204,20 +188,19 @@ def add_investments(
             access_token = f"{request.user_id}:{request.user_secret}"
         else:
             # Auto-resolve from authenticated user (user_router guarantees identity.user exists)
-            banking_providers = getattr(identity.user, 'banking_providers', {})
+            banking_providers = getattr(identity.user, "banking_providers", {})
             if not banking_providers or "plaid" not in banking_providers:
                 raise HTTPException(
                     status_code=400,
-                    detail="No Plaid connection found. Please connect your accounts first."
+                    detail="No Plaid connection found. Please connect your accounts first.",
                 )
-            
+
             access_token = banking_providers["plaid"].get("access_token")
             if not access_token:
                 raise HTTPException(
-                    status_code=400,
-                    detail="No access token found. Please reconnect your accounts."
+                    status_code=400, detail="No access token found. Please reconnect your accounts."
                 )
-        
+
         # Call provider with resolved token
         try:
             holdings = await investment_provider.get_holdings(
@@ -236,7 +219,9 @@ def add_investments(
         summary="List Transactions",
         description="Fetch investment transactions (buy, sell, dividend, etc.) within date range",
     )
-    async def get_transactions(request: TransactionsRequest, identity: Identity) -> list[InvestmentTransaction]:
+    async def get_transactions(
+        request: TransactionsRequest, identity: Identity
+    ) -> list[InvestmentTransaction]:
         """
         Retrieve investment transactions for authenticated user's accounts.
 
@@ -256,18 +241,17 @@ def add_investments(
         elif request.user_id and request.user_secret:
             access_token = f"{request.user_id}:{request.user_secret}"
         else:
-            banking_providers = getattr(identity.user, 'banking_providers', {})
+            banking_providers = getattr(identity.user, "banking_providers", {})
             if not banking_providers or "plaid" not in banking_providers:
                 raise HTTPException(
                     status_code=400,
-                    detail="No Plaid connection found. Please connect your accounts first."
+                    detail="No Plaid connection found. Please connect your accounts first.",
                 )
-            
+
             access_token = banking_providers["plaid"].get("access_token")
             if not access_token:
                 raise HTTPException(
-                    status_code=400,
-                    detail="No access token found. Please reconnect your accounts."
+                    status_code=400, detail="No access token found. Please reconnect your accounts."
                 )
 
         try:
@@ -301,18 +285,17 @@ def add_investments(
         elif request.user_id and request.user_secret:
             access_token = f"{request.user_id}:{request.user_secret}"
         else:
-            banking_providers = getattr(identity.user, 'banking_providers', {})
+            banking_providers = getattr(identity.user, "banking_providers", {})
             if not banking_providers or "plaid" not in banking_providers:
                 raise HTTPException(
                     status_code=400,
-                    detail="No Plaid connection found. Please connect your accounts first."
+                    detail="No Plaid connection found. Please connect your accounts first.",
                 )
-            
+
             access_token = banking_providers["plaid"].get("access_token")
             if not access_token:
                 raise HTTPException(
-                    status_code=400,
-                    detail="No access token found. Please reconnect your accounts."
+                    status_code=400, detail="No access token found. Please reconnect your accounts."
                 )
 
         try:
@@ -343,20 +326,19 @@ def add_investments(
         elif request.user_id and request.user_secret:
             access_token = f"{request.user_id}:{request.user_secret}"
         else:
-            banking_providers = getattr(identity.user, 'banking_providers', {})
+            banking_providers = getattr(identity.user, "banking_providers", {})
             if not banking_providers or "plaid" not in banking_providers:
                 raise HTTPException(
                     status_code=400,
-                    detail="No Plaid connection found. Please connect your accounts first."
+                    detail="No Plaid connection found. Please connect your accounts first.",
                 )
-            
+
             access_token = banking_providers["plaid"].get("access_token")
             if not access_token:
                 raise HTTPException(
-                    status_code=400,
-                    detail="No access token found. Please reconnect your accounts."
+                    status_code=400, detail="No access token found. Please reconnect your accounts."
                 )
-        
+
         # Fetch holdings
         try:
             holdings = await investment_provider.get_holdings(
@@ -367,7 +349,7 @@ def add_investments(
             raise HTTPException(status_code=401, detail=str(e))
         except Exception as e:
             raise HTTPException(status_code=500, detail=f"Failed to fetch allocation: {e}")
-        
+
         # Calculate allocation using base provider helper
         allocation = investment_provider.calculate_allocation(holdings)
         return allocation
@@ -390,18 +372,17 @@ def add_investments(
         elif request.user_id and request.user_secret:
             access_token = f"{request.user_id}:{request.user_secret}"
         else:
-            banking_providers = getattr(identity.user, 'banking_providers', {})
+            banking_providers = getattr(identity.user, "banking_providers", {})
             if not banking_providers or "plaid" not in banking_providers:
                 raise HTTPException(
                     status_code=400,
-                    detail="No Plaid connection found. Please connect your accounts first."
+                    detail="No Plaid connection found. Please connect your accounts first.",
                 )
-            
+
             access_token = banking_providers["plaid"].get("access_token")
             if not access_token:
                 raise HTTPException(
-                    status_code=400,
-                    detail="No access token found. Please reconnect your accounts."
+                    status_code=400, detail="No access token found. Please reconnect your accounts."
                 )
 
         try:

fin_infra/investments/ease.py

@@ -24,13 +24,13 @@ def easy_investments(
 
     Provider Selection Guide:
         **Most apps should use BOTH providers for complete coverage:**
-        
+
         - **Plaid**: Traditional investment accounts (401k, IRA, bank brokerage)
           - Coverage: 15,000+ institutions
           - Best for: Employer retirement accounts, bank-connected investments
           - Data freshness: Daily updates (usually overnight)
           - Authentication: access_token from Plaid Link
-          
+
         - **SnapTrade**: Retail brokerage accounts (E*TRADE, Wealthsimple, Robinhood)
           - Coverage: 125M+ accounts, 70+ brokerages
           - Best for: User's EXISTING retail brokerage accounts
@@ -118,9 +118,7 @@ def easy_investments(
 
     # Validate provider
     if detected_provider not in ("plaid", "snaptrade"):
-        raise ValueError(
-            f"Invalid provider: {detected_provider}. Must be 'plaid' or 'snaptrade'."
-        )
+        raise ValueError(f"Invalid provider: {detected_provider}. Must be 'plaid' or 'snaptrade'.")
 
     # Instantiate provider
     if detected_provider == "plaid":
@@ -193,8 +191,7 @@ def _create_plaid_provider(**config: Any) -> InvestmentProvider:
     valid_envs = ("sandbox", "development", "production")
     if environment not in valid_envs:
         raise ValueError(
-            f"Invalid Plaid environment: {environment}. "
-            f"Must be one of: {', '.join(valid_envs)}"
+            f"Invalid Plaid environment: {environment}. Must be one of: {', '.join(valid_envs)}"
         )
 
     return PlaidInvestmentProvider(
@@ -235,7 +232,9 @@ def _create_snaptrade_provider(**config: Any) -> InvestmentProvider:
         )
 
     # 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"
+    resolved_base_url: str = (
+        base_url if isinstance(base_url, str) else "https://api.snaptrade.com/api/v1"
+    )
 
     return SnapTradeInvestmentProvider(
         client_id=client_id,