fin-infra 0.1.69__py3-none-any.whl → 0.4.0__py3-none-any.whl

fin_infra/security/pii_filter.py

@@ -9,21 +9,21 @@ import re
 from typing import Any
 
 from .pii_patterns import (
-    ACCOUNT_PATTERN,
     ACCOUNT_CONTEXT,
+    ACCOUNT_PATTERN,
     CARD_PATTERN,
-    CVV_PATTERN,
     CVV_CONTEXT,
+    CVV_PATTERN,
     EIN_PATTERN,
     EMAIL_PATTERN,
     PHONE_PATTERN,
-    ROUTING_PATTERN,
     ROUTING_CONTEXT,
-    SSN_PATTERN,
-    SSN_NO_DASH,
+    ROUTING_PATTERN,
     SSN_CONTEXT,
-    luhn_checksum,
+    SSN_NO_DASH,
+    SSN_PATTERN,
     is_valid_routing_number,
+    luhn_checksum,
 )
 
 
@@ -116,8 +116,8 @@ class FinancialPIIFilter(logging.Filter):
         Mask Social Security Numbers.
 
         Examples:
-            123-45-6789 → ***-**-6789
-            123456789 → *****6789 (with context)
+            123-45-6789 -> ***-**-6789
+            123456789 -> *****6789 (with context)
         """
         # With dashes (high confidence)
         text = SSN_PATTERN.sub(lambda m: f"***-**-{m.group()[-4:]}", text)
@@ -145,7 +145,7 @@ class FinancialPIIFilter(logging.Filter):
         Mask Employer Identification Numbers.
 
         Example:
-            12-3456789 → **-****789
+            12-3456789 -> **-****789
         """
         return EIN_PATTERN.sub(lambda m: f"**-****{m.group()[-3:]}", text)
 
@@ -154,8 +154,8 @@ class FinancialPIIFilter(logging.Filter):
         Mask credit card numbers using Luhn validation.
 
         Examples:
-            4111 1111 1111 1111 → **** **** **** 1111
-            4111111111111111 → ************1111
+            4111 1111 1111 1111 -> **** **** **** 1111
+            4111111111111111 -> ************1111
         """
 
         def mask_card_match(match):
@@ -182,7 +182,7 @@ class FinancialPIIFilter(logging.Filter):
         Mask ABA routing numbers with checksum validation.
 
         Example:
-            021000021 → ******021
+            021000021 -> ******021
         """
 
         def mask_routing_match(match):
@@ -207,7 +207,7 @@ class FinancialPIIFilter(logging.Filter):
         Mask bank account numbers.
 
         Example:
-            1234567890 → ******7890
+            1234567890 -> ******7890
         """
 
         def mask_account_match(match):
@@ -231,7 +231,7 @@ class FinancialPIIFilter(logging.Filter):
         Mask CVV codes (context-dependent).
 
         Example:
-            CVV: 123 → CVV: ***
+            CVV: 123 -> CVV: ***
         """
 
         def mask_cvv_match(match):
@@ -255,7 +255,7 @@ class FinancialPIIFilter(logging.Filter):
         Mask email addresses.
 
         Example:
-            user@example.com → u***@example.com
+            user@example.com -> u***@example.com
         """
 
         def mask_email_match(match):
@@ -272,7 +272,7 @@ class FinancialPIIFilter(logging.Filter):
         Mask phone numbers.
 
         Example:
-            (555) 123-4567 → (***) ***-4567
+            (555) 123-4567 -> (***) ***-4567
         """
 
         def mask_phone_match(match):

fin_infra/security/token_store.py

@@ -5,7 +5,6 @@ Database operations for encrypted provider tokens.
 """
 
 from datetime import datetime
-from typing import Optional
 
 from sqlalchemy import Column, DateTime, String, Text, select, update
 from sqlalchemy.dialects.postgresql import UUID
@@ -48,8 +47,8 @@ async def store_provider_token(
     provider: str,
     token: str,
     encryption: ProviderTokenEncryption,
-    expires_at: Optional[datetime] = None,
-    key_id: Optional[str] = None,
+    expires_at: datetime | None = None,
+    key_id: str | None = None,
 ) -> ProviderTokenMetadata:
     """
     Store encrypted provider token in database.

fin_infra/settings.py

@@ -1,6 +1,7 @@
 from __future__ import annotations
 
 from functools import lru_cache
+
 from pydantic import Field
 from pydantic_settings import BaseSettings, SettingsConfigDict
 
@@ -33,5 +34,5 @@ class Settings(BaseSettings):
 
 
 @lru_cache
-def get_settings() -> "Settings":
+def get_settings() -> Settings:
     return Settings()

fin_infra/tax/__init__.py

@@ -33,7 +33,7 @@ Example:
 import os
 
 from fin_infra.providers.base import TaxProvider
-from fin_infra.providers.tax import MockTaxProvider, IRSProvider, TaxBitProvider
+from fin_infra.providers.tax import IRSProvider, MockTaxProvider, TaxBitProvider
 from fin_infra.tax.add import add_tax_data
 from fin_infra.tax.tlh import (
     TLHOpportunity,

fin_infra/tax/add.py

@@ -17,7 +17,8 @@ Example:
 """
 
 from decimal import Decimal
-from fastapi import FastAPI, Query, Body
+
+from fastapi import Body, FastAPI, Query
 from pydantic import BaseModel
 
 from fin_infra.providers.base import TaxProvider
@@ -89,8 +90,8 @@ def add_tax_data(
         >>> # POST /tax/tax-liability
     """
     # Use svc-infra user_router for authentication (tax data is user-specific and sensitive)
-    from svc_infra.api.fastapi.dual.protected import user_router
     from svc_infra.api.fastapi.docs.scoped import add_prefixed_docs
+    from svc_infra.api.fastapi.dual.protected import user_router
 
     # Initialize provider
     if provider is None:
@@ -278,7 +279,7 @@ def add_tax_data(
         that can be sold to offset capital gains. Suggests replacement securities
         to maintain market exposure without triggering wash sale rules.
 
-        ⚠️ **DISCLAIMER**: Not a substitute for professional tax or financial advice.
+        [!] **DISCLAIMER**: Not a substitute for professional tax or financial advice.
         Consult a certified tax professional before executing TLH trades.
 
         Args:
@@ -343,7 +344,7 @@ def add_tax_data(
         Projects the outcome of executing provided TLH opportunities, including
         total tax savings, portfolio impact, and risk assessment.
 
-        ⚠️ **DISCLAIMER**: Not a substitute for professional tax or financial advice.
+        [!] **DISCLAIMER**: Not a substitute for professional tax or financial advice.
         Consult a certified tax professional before executing TLH trades.
 
         Args:

fin_infra/tax/tlh.py

@@ -55,7 +55,7 @@ Cost Considerations:
 
 from __future__ import annotations
 
-from datetime import datetime, timezone
+from datetime import UTC, datetime
 from decimal import Decimal
 from typing import TYPE_CHECKING
 
@@ -412,9 +412,9 @@ def _assess_wash_sale_risk(symbol: str, last_purchase_date: datetime | None) ->
         return "none"
 
     # Calculate days since last purchase
-    now = datetime.now(timezone.utc)
+    now = datetime.now(UTC)
     if last_purchase_date.tzinfo is None:
-        last_purchase_date = last_purchase_date.replace(tzinfo=timezone.utc)
+        last_purchase_date = last_purchase_date.replace(tzinfo=UTC)
 
     days_since = (now - last_purchase_date).days
 
@@ -456,7 +456,7 @@ def _suggest_replacement(symbol: str, asset_class: str) -> str:
     # Simple rule-based suggestions (v1)
     # TODO: Replace with ai-infra LLM for intelligent suggestions
     replacements = {
-        # Tech stocks → sector ETFs
+        # Tech stocks -> sector ETFs
         "AAPL": "VGT",  # Tech ETF
         "MSFT": "VGT",
         "GOOGL": "VGT",
@@ -464,19 +464,19 @@ def _suggest_replacement(symbol: str, asset_class: str) -> str:
         "META": "VGT",
         "NVDA": "SOXX",  # Semiconductor ETF
         "AMD": "SOXX",
-        # Auto/EV → sector alternatives
+        # Auto/EV -> sector alternatives
         "TSLA": "ARKK",  # Innovation ETF
         "F": "XLI",  # Industrials ETF
         "GM": "XLI",
-        # Finance → sector ETF
+        # Finance -> sector ETF
         "JPM": "XLF",  # Financials ETF
         "BAC": "XLF",
         "GS": "XLF",
-        # Healthcare → sector ETF
+        # Healthcare -> sector ETF
         "JNJ": "XLV",  # Healthcare ETF
         "PFE": "XLV",
         "MRNA": "XBI",  # Biotech ETF
-        # Crypto → broad exposure
+        # Crypto -> broad exposure
         "BTC": "ETH",  # Ethereum (different asset)
         "ETH": "BTC",  # Bitcoin (different asset)
     }
@@ -506,8 +506,8 @@ def _generate_tlh_recommendations(
     recommendations = []
 
     # Timing recommendations
-    now = datetime.now(timezone.utc)
-    days_until_year_end = (datetime(now.year, 12, 31, tzinfo=timezone.utc) - now).days
+    now = datetime.now(UTC)
+    days_until_year_end = (datetime(now.year, 12, 31, tzinfo=UTC) - now).days
 
     if days_until_year_end < 30:
         recommendations.append(

fin_infra/utils/__init__.py

@@ -10,8 +10,22 @@ and should be imported from there:
 
 For async retry with exponential backoff:
     from fin_infra.utils.retry import retry_async, RetryError
+
+For deprecation utilities:
+    from fin_infra.utils.deprecation import deprecated, deprecated_parameter
 """
 
+from fin_infra.utils.deprecation import (
+    DeprecatedWarning,
+    deprecated,
+    deprecated_parameter,
+)
 from fin_infra.utils.retry import RetryError, retry_async
 
-__all__ = ["RetryError", "retry_async"]
+__all__ = [
+    "RetryError",
+    "retry_async",
+    "deprecated",
+    "deprecated_parameter",
+    "DeprecatedWarning",
+]

fin_infra/utils/deprecation.py

@@ -0,0 +1,161 @@
+"""Deprecation utilities for fin-infra.
+
+This module provides decorators and functions for marking features as deprecated,
+following the deprecation policy defined in DEPRECATION.md.
+
+Example:
+    >>> from fin_infra.utils.deprecation import deprecated
+    >>>
+    >>> @deprecated(
+    ...     version="1.2.0",
+    ...     reason="Use new_function() instead",
+    ...     removal_version="1.4.0"
+    ... )
+    ... def old_function():
+    ...     pass
+"""
+
+from __future__ import annotations
+
+import functools
+import warnings
+from collections.abc import Callable
+from typing import Any, TypeVar
+
+__all__ = [
+    "deprecated",
+    "deprecated_parameter",
+    "DeprecatedWarning",
+]
+
+F = TypeVar("F", bound=Callable[..., Any])
+
+
+class DeprecatedWarning(DeprecationWarning):
+    """Custom deprecation warning for fin-infra.
+
+    This warning is used to distinguish fin-infra deprecations from
+    Python's built-in DeprecationWarning.
+    """
+
+    pass
+
+
+def deprecated(
+    version: str,
+    reason: str,
+    removal_version: str | None = None,
+    *,
+    stacklevel: int = 2,
+) -> Callable[[F], F]:
+    """Decorator to mark a function or class as deprecated.
+
+    The decorated function/class will emit a DeprecationWarning when called/instantiated.
+
+    Args:
+        version: The version in which the feature was deprecated (e.g., "1.2.0").
+        reason: The reason for deprecation and recommended alternative.
+        removal_version: The version in which the feature will be removed (e.g., "1.4.0").
+        stacklevel: Stack level for the warning (default 2 for immediate caller).
+
+    Returns:
+        A decorator that wraps the function/class with deprecation warning.
+
+    Example:
+        >>> @deprecated(
+        ...     version="1.2.0",
+        ...     reason="Use new_function() instead",
+        ...     removal_version="1.4.0"
+        ... )
+        ... def old_function():
+        ...     return "result"
+        >>>
+        >>> old_function()  # Emits DeprecationWarning
+        'result'
+    """
+
+    def decorator(func: F) -> F:
+        # Build the warning message
+        name = getattr(func, "__qualname__", getattr(func, "__name__", str(func)))
+        message = f"{name} is deprecated since version {version}."
+
+        if removal_version:
+            message += f" It will be removed in version {removal_version}."
+
+        message += f" {reason}"
+
+        if isinstance(func, type):
+            # Handle class deprecation
+            original_init = func.__init__  # type: ignore[misc]
+
+            @functools.wraps(original_init)
+            def new_init(self: Any, *args: Any, **kwargs: Any) -> None:
+                warnings.warn(message, DeprecatedWarning, stacklevel=stacklevel)
+                original_init(self, *args, **kwargs)
+
+            func.__init__ = new_init  # type: ignore[misc]
+
+            # Add deprecation info to docstring
+            if func.__doc__:
+                func.__doc__ = f".. deprecated:: {version}\n   {reason}\n\n{func.__doc__}"
+            else:
+                func.__doc__ = f".. deprecated:: {version}\n   {reason}"
+
+            return func  # type: ignore[return-value]
+        else:
+            # Handle function deprecation
+            @functools.wraps(func)
+            def wrapper(*args: Any, **kwargs: Any) -> Any:
+                warnings.warn(message, DeprecatedWarning, stacklevel=stacklevel)
+                return func(*args, **kwargs)
+
+            # Add deprecation info to docstring
+            if wrapper.__doc__:
+                wrapper.__doc__ = f".. deprecated:: {version}\n   {reason}\n\n{wrapper.__doc__}"
+            else:
+                wrapper.__doc__ = f".. deprecated:: {version}\n   {reason}"
+
+            return wrapper  # type: ignore[return-value]
+
+    return decorator
+
+
+def deprecated_parameter(
+    name: str,
+    version: str,
+    reason: str,
+    removal_version: str | None = None,
+    *,
+    stacklevel: int = 2,
+) -> None:
+    """Emit a deprecation warning for a deprecated parameter.
+
+    Call this function when a deprecated parameter is used. This should be
+    called at the beginning of a function that has deprecated parameters.
+
+    Args:
+        name: The name of the deprecated parameter.
+        version: The version in which the parameter was deprecated.
+        reason: The reason for deprecation and recommended alternative.
+        removal_version: The version in which the parameter will be removed.
+        stacklevel: Stack level for the warning (default 2 for immediate caller).
+
+    Example:
+        >>> def my_function(new_param: str, old_param: str | None = None):
+        ...     if old_param is not None:
+        ...         deprecated_parameter(
+        ...             name="old_param",
+        ...             version="1.2.0",
+        ...             reason="Use new_param instead"
+        ...         )
+        ...         new_param = old_param
+        ...     return new_param
+    """
+    message = f"Parameter '{name}' is deprecated since version {version}."
+
+    if removal_version:
+        message += f" It will be removed in version {removal_version}."
+
+    message += f" {reason}"
+
+    warnings.warn(message, DeprecatedWarning, stacklevel=stacklevel + 1)

fin_infra/utils/http.py

@@ -1,8 +1,9 @@
 from __future__ import annotations
 
-import httpx
 from typing import Any, cast
-from tenacity import retry, stop_after_attempt, wait_exponential, retry_if_exception_type
+
+import httpx
+from tenacity import retry, retry_if_exception_type, stop_after_attempt, wait_exponential
 
 _DEFAULT_TIMEOUT = httpx.Timeout(20.0)
 
@@ -17,4 +18,4 @@ async def aget_json(url: str, **kwargs) -> dict[Any, Any]:
     async with httpx.AsyncClient(timeout=_DEFAULT_TIMEOUT) as client:
         r = await client.get(url, **kwargs)
         r.raise_for_status()
-        return cast(dict[Any, Any], r.json())
+        return cast("dict[Any, Any]", r.json())

fin_infra/utils/retry.py

@@ -2,7 +2,8 @@ from __future__ import annotations
 
 import asyncio
 import random
-from typing import Awaitable, Callable, Iterable, TypeVar
+from collections.abc import Awaitable, Callable, Iterable
+from typing import TypeVar
 
 from fin_infra.exceptions import RetryError
 

{fin_infra-0.1.69.dist-info → fin_infra-0.4.0.dist-info}/METADATA

@@ -1,6 +1,6 @@
 Metadata-Version: 2.3
 Name: fin-infra
-Version: 0.1.69
+Version: 0.4.0
 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
@@ -19,41 +19,55 @@ Classifier: Programming Language :: Python :: 3 :: Only
 Classifier: Topic :: Office/Business :: Financial
 Classifier: Topic :: Software Development :: Libraries :: Python Modules
 Classifier: Typing :: Typed
+Provides-Extra: all
+Provides-Extra: banking
+Provides-Extra: crypto
+Provides-Extra: markets
+Provides-Extra: plaid
+Provides-Extra: yahoo
 Requires-Dist: ai-infra (>=0.1.142)
 Requires-Dist: cashews[redis] (>=7.0)
-Requires-Dist: ccxt (>=4.0.0)
+Requires-Dist: ccxt (>=4.0.0) ; extra == "markets" or extra == "crypto" or extra == "all"
+Requires-Dist: fastapi-users (>=15.0.2,<16.0.0)
 Requires-Dist: httpx (>=0.25.0)
+Requires-Dist: langchain-core (>=1.2.5,<2.0.0)
 Requires-Dist: loguru (>=0.7.0)
 Requires-Dist: numpy (>=1.24.0)
 Requires-Dist: numpy-financial (>=1.0.0)
-Requires-Dist: plaid-python (>=25.0.0)
+Requires-Dist: plaid-python (>=25.0.0) ; extra == "plaid" or extra == "banking" or extra == "all"
 Requires-Dist: pydantic (>=2.0)
 Requires-Dist: pydantic-settings (>=2.0)
 Requires-Dist: python-dotenv (>=1.0.0)
 Requires-Dist: tenacity (>=8.0.0)
 Requires-Dist: typing-extensions (>=4.0)
-Requires-Dist: yahooquery (>=2.3.0)
-Project-URL: Documentation, https://github.com/your-org/fin-infra#readme
-Project-URL: Homepage, https://github.com/your-org/fin-infra
-Project-URL: Issues, https://github.com/your-org/fin-infra/issues
-Project-URL: Repository, https://github.com/your-org/fin-infra
+Requires-Dist: yahooquery (>=2.3.0) ; extra == "markets" or extra == "yahoo" or extra == "all"
+Project-URL: Documentation, https://nfrax.com/fin-infra
+Project-URL: Homepage, https://github.com/nfraxlab/fin-infra
+Project-URL: Issues, https://github.com/nfraxlab/fin-infra/issues
+Project-URL: Repository, https://github.com/nfraxlab/fin-infra
 Description-Content-Type: text/markdown
 
-<div align="center">
-
 # fin-infra
 
-### Financial data infrastructure for fintech apps
+**Financial data infrastructure for fintech apps.**
 
-[![PyPI](https://img.shields.io/pypi/v/fin-infra.svg)](https://pypi.org/project/fin-infra/) [![Python 3.11+](https://img.shields.io/badge/python-3.11+-blue.svg)](https://www.python.org/downloads/) [![License: MIT](https://img.shields.io/badge/License-MIT-green.svg)](https://opensource.org/licenses/MIT) [![Downloads](https://static.pepy.tech/badge/fin-infra/month)](https://pepy.tech/project/fin-infra)
+[![PyPI](https://img.shields.io/pypi/v/fin-infra.svg)](https://pypi.org/project/fin-infra/)
+[![CI](https://github.com/nfraxlab/fin-infra/actions/workflows/ci.yml/badge.svg)](https://github.com/nfraxlab/fin-infra/actions/workflows/ci.yml)
+[![Python](https://img.shields.io/pypi/pyversions/fin-infra.svg)](https://pypi.org/project/fin-infra/)
+[![License](https://img.shields.io/badge/license-MIT-blue.svg)](LICENSE)
 
-**Banking, investments, market data, credit scores, and financial calculations in one toolkit.**
+## Overview
 
-[Documentation](docs/) · [Examples](examples/) · [PyPI](https://pypi.org/project/fin-infra/)
+Banking, investments, market data, credit scores, and financial calculations in one toolkit.
 
-</div>
+### Key Features
 
----
+- **Banking** - Plaid/Teller integration, accounts, transactions
+- **Investments** - Holdings, portfolio data, real P/L with cost basis
+- **Market Data** - Stocks, crypto, forex quotes and history
+- **Credit** - Credit scores and monitoring
+- **Analytics** - Cash flow, savings rate, spending insights
+- **Cashflows** - NPV, IRR, loan amortization calculations
 
 ## Why fin-infra?