fin-infra 0.1.69__py3-none-any.whl → 0.1.82__py3-none-any.whl

fin_infra/categorization/llm_layer.py

@@ -15,7 +15,8 @@ Expected performance:
 
 import hashlib
 import logging
-from typing import Any, List, Optional, Tuple, cast
+from typing import Any, cast
+
 from pydantic import BaseModel, Field
 
 # ai-infra imports
@@ -40,7 +41,7 @@ class CategoryPrediction(BaseModel):
 
 
 # Few-shot examples (20 diverse merchants covering all major categories)
-FEW_SHOT_EXAMPLES: List[Tuple[str, str, str]] = [
+FEW_SHOT_EXAMPLES: list[tuple[str, str, str]] = [
     # Food & Dining (5 examples)
     ("STARBUCKS #1234", "Coffee Shops", "Popular coffee shop chain"),
     ("MCDONALD'S", "Fast Food", "Fast food restaurant"),
@@ -157,7 +158,7 @@ class LLMCategorizer:
     async def categorize(
         self,
         merchant_name: str,
-        user_id: Optional[str] = None,
+        user_id: str | None = None,
     ) -> CategoryPrediction:
         """
         Categorize merchant using LLM.
@@ -209,7 +210,7 @@ class LLMCategorizer:
     async def _call_llm(
         self,
         merchant_name: str,
-        user_id: Optional[str] = None,
+        user_id: str | None = None,
     ) -> CategoryPrediction:
         """Call LLM API with structured output."""
         # Build user message
@@ -244,7 +245,7 @@ class LLMCategorizer:
                 f"Must be one of {len(valid_categories)} valid categories."
             )
 
-        return cast(CategoryPrediction, response)
+        return cast("CategoryPrediction", response)
 
     def _build_system_prompt(self) -> str:
         """Build system prompt with few-shot examples (reused across all requests)."""
@@ -269,7 +270,7 @@ class LLMCategorizer:
     def _build_user_message(
         self,
         merchant_name: str,
-        user_id: Optional[str] = None,
+        user_id: str | None = None,
     ) -> str:
         """Build user message with optional personalization."""
         if self.enable_personalization and user_id:

fin_infra/categorization/rules.py

@@ -6,12 +6,10 @@ Organized by category for maintainability.
 """
 
 import re
-from typing import Optional
 
 from .models import CategoryRule
 from .taxonomy import Category
 
-
 # ===== HELPER FUNCTIONS (defined first) =====
 
 
@@ -306,7 +304,7 @@ COMPILED_REGEX_RULES = [
 # ===== PUBLIC FUNCTIONS =====
 
 
-def get_exact_match(merchant: str) -> Optional[Category]:
+def get_exact_match(merchant: str) -> Category | None:
     """
     Get category by exact match.
 
@@ -320,7 +318,7 @@ def get_exact_match(merchant: str) -> Optional[Category]:
     return EXACT_RULES_NORMALIZED.get(normalized)
 
 
-def get_regex_match(merchant: str) -> Optional[tuple[Category, int]]:
+def get_regex_match(merchant: str) -> tuple[Category, int] | None:
     """
     Get category by regex match.
 

fin_infra/categorization/taxonomy.py

@@ -12,7 +12,7 @@ Total: 56 leaf categories
 """
 
 from enum import Enum
-from typing import Optional
+
 from pydantic import BaseModel
 
 
@@ -315,7 +315,7 @@ def get_category_group(category: Category) -> CategoryGroup:
     return CATEGORY_GROUPS.get(category, CategoryGroup.UNCATEGORIZED)
 
 
-def get_category_metadata(category: Category) -> Optional[CategoryMetadata]:
+def get_category_metadata(category: Category) -> CategoryMetadata | None:
     """Get metadata for a category."""
     return CATEGORY_METADATA.get(category)
 

fin_infra/chat/__init__.py

@@ -33,15 +33,15 @@ from typing import TYPE_CHECKING, Any
 if TYPE_CHECKING:
     from fastapi import FastAPI
 
+from fin_infra.chat.ease import easy_financial_conversation
 from fin_infra.chat.planning import (
-    FinancialPlanningConversation,
-    ConversationResponse,
+    SENSITIVE_PATTERNS,
     ConversationContext,
+    ConversationResponse,
     Exchange,
+    FinancialPlanningConversation,
     is_sensitive_question,
-    SENSITIVE_PATTERNS,
 )
-from fin_infra.chat.ease import easy_financial_conversation
 
 __all__ = [
     "FinancialPlanningConversation",
@@ -116,10 +116,10 @@ def add_financial_conversation(
         - Logs all LLM calls for compliance (via svc-infra logging)
     """
     from pydantic import BaseModel, Field
+    from svc_infra.api.fastapi.docs.scoped import add_prefixed_docs
 
     # Import svc-infra user router (requires auth)
     from svc_infra.api.fastapi.dual.protected import user_router
-    from svc_infra.api.fastapi.docs.scoped import add_prefixed_docs
 
     # Auto-create conversation if not provided
     if conversation is None:
@@ -189,6 +189,6 @@ def add_financial_conversation(
     # Store on app.state for programmatic access
     app.state.financial_conversation = conversation
 
-    print(f"✅ Financial chat enabled (AI-powered Q&A with {provider})")
+    print(f"Financial chat enabled (AI-powered Q&A with {provider})")
 
     return conversation

fin_infra/chat/planning.py

@@ -54,7 +54,6 @@ from typing import Any
 
 from pydantic import BaseModel, Field
 
-
 # ============================================================================
 # Pydantic Schemas (Structured Output)
 # ============================================================================

fin_infra/cli/cmds/scaffold_cmds.py

@@ -12,7 +12,6 @@ Usage:
 from __future__ import annotations
 
 from pathlib import Path
-from typing import Optional
 
 import click
 import typer
@@ -54,47 +53,47 @@ def cmd_scaffold(
         "--overwrite/--no-overwrite",
         help="Overwrite existing files",
     ),
-    models_filename: Optional[str] = typer.Option(
+    models_filename: str | None = typer.Option(
         None,
         "--models-filename",
         help="Custom filename for models (default: {domain}.py)",
     ),
-    schemas_filename: Optional[str] = typer.Option(
+    schemas_filename: str | None = typer.Option(
         None,
         "--schemas-filename",
         help="Custom filename for schemas (default: {domain}_schemas.py)",
     ),
-    repository_filename: Optional[str] = typer.Option(
+    repository_filename: str | None = typer.Option(
         None,
         "--repository-filename",
         help="Custom filename for repository (default: {domain}_repository.py)",
     ),
 ) -> None:
     """Generate SQLAlchemy models, Pydantic schemas, and repository code from templates.
-    
+
     The scaffold command generates production-ready persistence layer code that works
     seamlessly with svc-infra's add_sql_resources() for automatic CRUD APIs.
-    
+
     Examples:
         # Basic scaffold (models + schemas + repository)
         fin-infra scaffold budgets --dest-dir app/models/
-        
+
         # Financial goals tracking
         fin-infra scaffold goals --dest-dir app/models/goals/
-        
+
         # With multi-tenancy and soft deletes
         fin-infra scaffold budgets --dest-dir app/models/ \
             --include-tenant --include-soft-delete
-        
+
         # Without repository (use svc-infra SqlRepository directly)
         fin-infra scaffold goals --dest-dir app/models/ \\
             --no-with-repository
-        
+
         # Custom filenames
         fin-infra scaffold budgets --dest-dir app/models/ \\
             --models-filename custom_budget.py \\
             --schemas-filename custom_schemas.py
-    
+
     After scaffolding, integrate with svc-infra:
         1. Run migrations: svc-infra revision -m "add budgets" --autogenerate
         2. Apply: svc-infra upgrade head

fin_infra/clients/__init__.py

@@ -1,3 +1,25 @@
-from .base import BankingClient, MarketDataClient, CreditClient
+"""DEPRECATED: Use fin_infra.providers instead.
+
+This module is deprecated and will be removed in a future version.
+All ABCs have been consolidated into fin_infra.providers.base.
+
+Migration:
+    # Old (deprecated)
+    from fin_infra.clients import BankingClient, MarketDataClient
+
+    # New
+    from fin_infra.providers.base import BankingProvider, MarketDataProvider
+"""
+
+import warnings
+
+from .base import BankingClient, CreditClient, MarketDataClient
+
+warnings.warn(
+    "fin_infra.clients is deprecated. Use fin_infra.providers instead. "
+    "This module will be removed in a future version.",
+    DeprecationWarning,
+    stacklevel=2,
+)
 
 __all__ = ["BankingClient", "MarketDataClient", "CreditClient"]

fin_infra/clients/base.py

@@ -1,7 +1,7 @@
 from __future__ import annotations
 
 import abc
-from typing import Iterable, Sequence
+from collections.abc import Iterable, Sequence
 
 from ..models import Account, Quote, Transaction
 

fin_infra/clients/plaid.py

@@ -1,9 +1,9 @@
 from __future__ import annotations
 
-from typing import Sequence
+from collections.abc import Sequence
 
-from .base import BankingClient
 from ..models import Account
+from .base import BankingClient
 
 
 class PlaidClient(BankingClient):

fin_infra/compliance/__init__.py

@@ -20,8 +20,9 @@ Example:
 from __future__ import annotations
 
 import logging
+from collections.abc import Callable
 from datetime import datetime
-from typing import Any, Callable, TYPE_CHECKING, cast
+from typing import TYPE_CHECKING, Any, cast
 
 if TYPE_CHECKING:
     from fastapi import FastAPI, Request, Response
@@ -32,7 +33,7 @@ logger = logging.getLogger(__name__)
 
 
 def log_compliance_event(
-    app: "FastAPI",
+    app: FastAPI,
     event: str,
     context: dict[str, Any] | None = None,
 ) -> None:
@@ -62,7 +63,7 @@ def log_compliance_event(
 
 
 def add_compliance_tracking(
-    app: "FastAPI",
+    app: FastAPI,
     *,
     track_banking: bool = True,
     track_credit: bool = True,
@@ -111,7 +112,7 @@ def add_compliance_tracking(
     """
 
     @app.middleware("http")
-    async def compliance_tracking_middleware(request: "Request", call_next: Callable) -> "Response":
+    async def compliance_tracking_middleware(request: Request, call_next: Callable) -> Response:
         """Middleware to track compliance events for financial endpoints."""
         path = request.url.path
         method = request.method

fin_infra/credit/add.py

@@ -25,15 +25,14 @@ Example:
 import logging
 from typing import cast
 
-from fastapi import FastAPI, Depends, HTTPException, status
-
-from svc_infra.api.fastapi.dual.protected import user_router, RequireUser
+from fastapi import Depends, FastAPI, HTTPException, status
 from svc_infra.api.fastapi.docs.scoped import add_prefixed_docs
+from svc_infra.api.fastapi.dual.protected import RequireUser, user_router
 from svc_infra.cache import resource
 from svc_infra.webhooks import add_webhooks
 
+from fin_infra.models.credit import CreditReport, CreditScore
 from fin_infra.providers.base import CreditProvider
-from fin_infra.models.credit import CreditScore, CreditReport
 
 logger = logging.getLogger(__name__)
 
@@ -156,8 +155,8 @@ def add_credit(
         if enable_webhooks and hasattr(app.state, "webhooks_outbox"):
             try:
                 # Get webhook service from app state
-                from svc_infra.webhooks.service import WebhookService
                 from svc_infra.db.outbox import OutboxStore
+                from svc_infra.webhooks.service import WebhookService
 
                 outbox: OutboxStore = app.state.webhooks_outbox
                 subs = app.state.webhooks_subscriptions
@@ -176,7 +175,7 @@ def add_credit(
                 # Don't fail request if webhook publishing fails
                 logger.warning(f"Failed to publish credit.score_changed webhook: {e}")
 
-        return cast(CreditScore, score)
+        return cast("CreditScore", score)
 
     @router.post("/report", response_model=CreditReport)
     @credit_resource.cache_read(ttl=cache_ttl, suffix="report")
@@ -220,7 +219,7 @@ def add_credit(
                 detail="Credit bureau service unavailable",
             )
 
-        return cast(CreditReport, report)
+        return cast("CreditReport", report)
 
     # Mount router with dual routes (with/without trailing slash)
     app.include_router(router, include_in_schema=True)

fin_infra/credit/experian/auth.py

@@ -86,7 +86,7 @@ class ExperianAuthManager:
             >>> headers = {"Authorization": f"Bearer {token}"}
         """
         # Call the cached implementation with client_id for cache key
-        return cast(str, 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
@@ -141,7 +141,7 @@ class ExperianAuthManager:
 
         # Parse and return token
         data = response.json()
-        return cast(str, 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/credit/experian/client.py

@@ -155,7 +155,7 @@ class ExperianClient:
                 **kwargs,
             )
             response.raise_for_status()
-            return cast(dict[str, Any], response.json())
+            return cast("dict[str, Any]", response.json())
 
         except httpx.HTTPStatusError as e:
             # Parse error response

fin_infra/credit/experian/provider.py

@@ -30,7 +30,7 @@ Example:
 """
 
 import logging
-from datetime import datetime, timezone
+from datetime import UTC, datetime
 from typing import Literal, cast
 
 from fin_infra.credit.experian.auth import ExperianAuthManager
@@ -177,7 +177,7 @@ class ExperianProvider(CreditProvider):
 
         # 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()
+        timestamp = datetime.now(UTC).isoformat()
         fcra_audit_logger.info(
             "FCRA_CREDIT_PULL",
             extra={
@@ -266,7 +266,7 @@ class ExperianProvider(CreditProvider):
         # 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
-        timestamp = datetime.now(timezone.utc).isoformat()
+        timestamp = datetime.now(UTC).isoformat()
         fcra_audit_logger.info(
             "FCRA_CREDIT_PULL",
             extra={
@@ -360,4 +360,4 @@ class ExperianProvider(CreditProvider):
             signature_key=signature_key,
         )
 
-        return cast(str, data.get("subscriptionId", "unknown"))
+        return cast("str", data.get("subscriptionId", "unknown"))

fin_infra/crypto/__init__.py

@@ -13,7 +13,7 @@ Quick start:
 
 from __future__ import annotations
 
-from datetime import datetime, timezone
+from datetime import UTC, datetime
 from typing import TYPE_CHECKING, Literal
 
 if TYPE_CHECKING:
@@ -74,7 +74,7 @@ def easy_crypto(
 
 
 def add_crypto_data(
-    app: "FastAPI",
+    app: FastAPI,
     *,
     provider: str | CryptoDataProvider | None = None,
     prefix: str = "/crypto",
@@ -131,9 +131,9 @@ def add_crypto_data(
             >>> add_observability(app)
             >>> crypto = add_crypto_data(app)
     """
-    from svc_infra.api.fastapi.dual.public import public_router
-    from svc_infra.api.fastapi.docs.scoped import add_prefixed_docs
     from fastapi import HTTPException, Query
+    from svc_infra.api.fastapi.docs.scoped import add_prefixed_docs
+    from svc_infra.api.fastapi.dual.public import public_router
 
     # Initialize provider if string or None
     if isinstance(provider, str):
@@ -168,11 +168,11 @@ def add_crypto_data(
                 "price": float(ticker.price),
                 "as_of": ticker.as_of.isoformat()
                 if ticker.as_of
-                else datetime.now(timezone.utc).isoformat(),
+                else datetime.now(UTC).isoformat(),
             }
         except Exception as e:
             raise HTTPException(
-                status_code=400, detail=f"Error fetching ticker for {symbol}: {str(e)}"
+                status_code=400, detail=f"Error fetching ticker for {symbol}: {e!s}"
             )
 
     @router.get("/ohlcv/{symbol}")
@@ -216,9 +216,7 @@ def add_crypto_data(
                 ],
             }
         except Exception as e:
-            raise HTTPException(
-                status_code=400, detail=f"Error fetching OHLCV for {symbol}: {str(e)}"
-            )
+            raise HTTPException(status_code=400, detail=f"Error fetching OHLCV for {symbol}: {e!s}")
 
     # Mount router
     app.include_router(router, include_in_schema=True)

fin_infra/crypto/insights.py

@@ -8,6 +8,7 @@ CRITICAL: Uses ai-infra.llm.LLM (NEVER custom LLM clients).
 
 from __future__ import annotations
 
+import logging
 from datetime import datetime
 from decimal import Decimal
 from typing import TYPE_CHECKING
@@ -17,6 +18,8 @@ from pydantic import BaseModel, Field
 if TYPE_CHECKING:
     from ai_infra.llm import LLM
 
+logger = logging.getLogger(__name__)
+
 
 class CryptoInsight(BaseModel):
     """Personalized cryptocurrency insight.
@@ -284,8 +287,6 @@ Provide your insight:"""
             )
         )
     except Exception as e:
-        # Graceful degradation - log error but don't fail
-        # In production, use svc-infra logging
-        print(f"Warning: LLM insight generation failed: {e}")
+        logger.warning("LLM insight generation failed: %s", e)
 
     return insights

fin_infra/documents/add.py

@@ -23,23 +23,22 @@ Quick Start:
 
 from __future__ import annotations
 
-from typing import TYPE_CHECKING, Optional
+from typing import TYPE_CHECKING
 
 if TYPE_CHECKING:
     from fastapi import FastAPI
-
     from svc_infra.storage.base import StorageBackend
 
     from .ease import FinancialDocumentManager
 
 
 def add_documents(
-    app: "FastAPI",
-    storage: Optional["StorageBackend"] = None,
+    app: FastAPI,
+    storage: StorageBackend | None = None,
     default_ocr_provider: str = "tesseract",
     prefix: str = "/documents",
-    tags: Optional[list[str]] = None,
-) -> "FinancialDocumentManager":
+    tags: list[str] | None = None,
+) -> FinancialDocumentManager:
     """
     Add financial document management endpoints to FastAPI app.
 
@@ -87,7 +86,6 @@ def add_documents(
         - Stores manager on app.state.financial_documents
     """
     from fastapi import HTTPException
-
     from svc_infra.api.fastapi.dual.protected import user_router
 
     # Import svc-infra base function to mount base endpoints (with fallback)
@@ -128,7 +126,7 @@ def add_documents(
     @router.post("/{document_id}/ocr", response_model=OCRResult)
     async def extract_text_ocr(
         document_id: str,
-        provider: Optional[str] = None,
+        provider: str | None = None,
         force_refresh: bool = False,
     ) -> OCRResult:
         """

fin_infra/documents/analysis.py

@@ -24,7 +24,7 @@ from __future__ import annotations
 
 import re
 from datetime import datetime
-from typing import TYPE_CHECKING, Dict
+from typing import TYPE_CHECKING
 
 if TYPE_CHECKING:
     from svc_infra.storage.base import StorageBackend
@@ -32,14 +32,14 @@ if TYPE_CHECKING:
     from .models import DocumentAnalysis
 
 # In-memory analysis cache (production: use svc-infra cache)
-_analysis_cache: Dict[str, "DocumentAnalysis"] = {}
+_analysis_cache: dict[str, DocumentAnalysis] = {}
 
 
 async def analyze_document(
-    storage: "StorageBackend",
+    storage: StorageBackend,
     document_id: str,
     force_refresh: bool = False,
-) -> "DocumentAnalysis":
+) -> DocumentAnalysis:
     """
     Analyze a document using AI to extract insights and recommendations.
 
@@ -165,7 +165,7 @@ Important: This analysis is not a substitute for professional financial advice.
     return prompt
 
 
-def _validate_analysis(analysis: "DocumentAnalysis") -> bool:
+def _validate_analysis(analysis: DocumentAnalysis) -> bool:
     """
     Validate LLM analysis output.
 
@@ -201,7 +201,7 @@ def _validate_analysis(analysis: "DocumentAnalysis") -> bool:
     return True
 
 
-def _analyze_tax_document(ocr_text: str, metadata: dict, document_id: str) -> "DocumentAnalysis":
+def _analyze_tax_document(ocr_text: str, metadata: dict, document_id: str) -> DocumentAnalysis:
     """
     Specialized analysis for tax documents.
 
@@ -301,7 +301,7 @@ def _analyze_tax_document(ocr_text: str, metadata: dict, document_id: str) -> "D
     )
 
 
-def _analyze_bank_statement(ocr_text: str, metadata: dict, document_id: str) -> "DocumentAnalysis":
+def _analyze_bank_statement(ocr_text: str, metadata: dict, document_id: str) -> DocumentAnalysis:
     """
     Specialized analysis for bank statements.
 
@@ -352,7 +352,7 @@ def _analyze_bank_statement(ocr_text: str, metadata: dict, document_id: str) ->
     )
 
 
-def _analyze_receipt(ocr_text: str, metadata: dict, document_id: str) -> "DocumentAnalysis":
+def _analyze_receipt(ocr_text: str, metadata: dict, document_id: str) -> DocumentAnalysis:
     """
     Specialized analysis for receipts.
 
@@ -394,7 +394,7 @@ def _analyze_receipt(ocr_text: str, metadata: dict, document_id: str) -> "Docume
 
 def _analyze_generic_document(
     ocr_text: str, document_type: str, metadata: dict, document_id: str
-) -> "DocumentAnalysis":
+) -> DocumentAnalysis:
     """
     Generic analysis for other document types.