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

fin_infra/banking/__init__.py

@@ -45,12 +45,12 @@ from __future__ import annotations
 
 import os
 from datetime import date
-from typing import TYPE_CHECKING, Optional, cast
+from typing import TYPE_CHECKING, cast
 
 from pydantic import BaseModel, Field
 
-from ..providers.registry import resolve
 from ..providers.base import BankingProvider
+from ..providers.registry import resolve
 
 if TYPE_CHECKING:
     from fastapi import FastAPI
@@ -99,7 +99,7 @@ class ExchangeTokenResponse(BaseModel):
     """Response model for token exchange."""
 
     access_token: str
-    item_id: Optional[str] = None
+    item_id: str | None = None
 
 
 class BalanceHistoryStats(BaseModel):
@@ -174,7 +174,6 @@ def easy_banking(provider: str = "teller", **config) -> BankingProvider:
     See Also:
         - add_banking(): For FastAPI integration with routes
         - docs/banking.md: Comprehensive banking integration guide
-        - docs/adr/0003-banking-integration.md: Architecture decisions
     """
     # Auto-detect provider config from environment if not explicitly provided
     # Only auto-detect if no config params were passed
@@ -199,11 +198,11 @@ def easy_banking(provider: str = "teller", **config) -> BankingProvider:
             }
 
     # Use provider registry to dynamically load and configure provider
-    return cast(BankingProvider, resolve("banking", provider, **config))
+    return cast("BankingProvider", resolve("banking", provider, **config))
 
 
 def add_banking(
-    app: "FastAPI",
+    app: FastAPI,
     *,
     provider: str | BankingProvider | None = None,
     prefix: str = "/banking",
@@ -350,25 +349,25 @@ def add_banking(
     @router.get("/transactions")
     async def get_transactions(
         access_token: str = Depends(get_access_token),
-        start_date: Optional[date] = Query(None, description="Filter by start date (ISO format)"),
-        end_date: Optional[date] = Query(None, description="Filter by end date (ISO format)"),
-        merchant: Optional[str] = Query(
+        start_date: date | None = Query(None, description="Filter by start date (ISO format)"),
+        end_date: date | None = Query(None, description="Filter by end date (ISO format)"),
+        merchant: str | None = Query(
             None, description="Filter by merchant name (partial match, case-insensitive)"
         ),
-        category: Optional[str] = Query(
+        category: str | None = Query(
             None, description="Filter by category (comma-separated list for multiple)"
         ),
-        min_amount: Optional[float] = Query(
+        min_amount: float | None = Query(
             None, description="Minimum transaction amount (inclusive)"
         ),
-        max_amount: Optional[float] = Query(
+        max_amount: float | None = Query(
             None, description="Maximum transaction amount (inclusive)"
         ),
-        tags: Optional[str] = Query(None, description="Filter by tags (comma-separated list)"),
-        account_id: Optional[str] = Query(None, description="Filter by specific account ID"),
-        is_recurring: Optional[bool] = Query(None, description="Filter by recurring status"),
-        sort_by: Optional[str] = Query("date", description="Sort field: date, amount, or merchant"),
-        order: Optional[str] = Query("desc", description="Sort order: asc or desc"),
+        tags: str | None = Query(None, description="Filter by tags (comma-separated list)"),
+        account_id: str | None = Query(None, description="Filter by specific account ID"),
+        is_recurring: bool | None = Query(None, description="Filter by recurring status"),
+        sort_by: str | None = Query("date", description="Sort field: date, amount, or merchant"),
+        order: str | None = Query("desc", description="Sort order: asc or desc"),
         page: int = Query(1, ge=1, description="Page number (starts at 1)"),
         per_page: int = Query(50, ge=1, le=200, description="Items per page (max 200)"),
     ):
@@ -476,7 +475,7 @@ def add_banking(
     @router.get("/balances")
     async def get_balances(
         access_token: str = Depends(get_access_token),
-        account_id: Optional[str] = Query(None),
+        account_id: str | None = Query(None),
     ):
         """Get current balances."""
         balances = banking.balances(
@@ -593,17 +592,17 @@ def add_banking(
 
 # Import utilities at end to avoid circular imports
 from .utils import (  # noqa: E402
-    validate_plaid_token,
-    validate_teller_token,
-    validate_mx_token,
-    validate_provider_token,
+    BankingConnectionInfo,
+    BankingConnectionStatus,
+    get_primary_access_token,
+    mark_connection_healthy,
+    mark_connection_unhealthy,
     parse_banking_providers,
     sanitize_connection_status,
-    mark_connection_unhealthy,
-    mark_connection_healthy,
-    get_primary_access_token,
-    test_connection_health,
     should_refresh_token,
-    BankingConnectionInfo,
-    BankingConnectionStatus,
+    test_connection_health,
+    validate_mx_token,
+    validate_plaid_token,
+    validate_provider_token,
+    validate_teller_token,
 )

fin_infra/banking/history.py

@@ -4,7 +4,7 @@ This module provides functionality to record and retrieve historical account bal
 snapshots over time. This enables balance trend analysis, sparklines, and time-series
 visualizations in fintech dashboards.
 
-⚠️ WARNING: This module uses IN-MEMORY storage by default. All data is LOST on restart.
+[!] WARNING: This module uses IN-MEMORY storage by default. All data is LOST on restart.
 For production use, integrate with svc-infra SQL database or set FIN_INFRA_STORAGE_BACKEND.
 
 Features:
@@ -42,9 +42,8 @@ from __future__ import annotations
 import logging
 import os
 from datetime import date, datetime, timedelta
-from typing import List, Optional
-from pydantic import BaseModel, Field, ConfigDict
 
+from pydantic import BaseModel, ConfigDict, Field
 
 __all__ = [
     "BalanceSnapshot",
@@ -58,8 +57,8 @@ __all__ = [
 _logger = logging.getLogger(__name__)
 
 # In-memory storage for testing (will be replaced with SQL database in production)
-# ⚠️ WARNING: All data is LOST on restart when using in-memory storage!
-_balance_snapshots: List[BalanceSnapshot] = []
+# [!] WARNING: All data is LOST on restart when using in-memory storage!
+_balance_snapshots: list[BalanceSnapshot] = []
 _production_warning_logged = False
 
 
@@ -74,7 +73,7 @@ def _check_in_memory_warning() -> None:
 
     if env in ("production", "staging") and storage_backend == "memory":
         _logger.warning(
-            "⚠️ CRITICAL: Balance history using IN-MEMORY storage in %s environment! "
+            "[!] CRITICAL: Balance history using IN-MEMORY storage in %s environment! "
             "All balance snapshots will be LOST on restart. "
             "Set FIN_INFRA_STORAGE_BACKEND=sql for production persistence.",
             env,
@@ -115,7 +114,7 @@ def record_balance_snapshot(
     This function stores a point-in-time balance record for trend analysis.
     In production, this would write to a SQL database via svc-infra.
 
-    ⚠️ WARNING: Uses in-memory storage by default. Data is LOST on restart!
+    [!] WARNING: Uses in-memory storage by default. Data is LOST on restart!
 
     Args:
         account_id: Account identifier
@@ -155,9 +154,9 @@ def record_balance_snapshot(
 def get_balance_history(
     account_id: str,
     days: int = 90,
-    start_date: Optional[date] = None,
-    end_date: Optional[date] = None,
-) -> List[BalanceSnapshot]:
+    start_date: date | None = None,
+    end_date: date | None = None,
+) -> list[BalanceSnapshot]:
     """Get balance history for an account.
 
     Retrieves balance snapshots for the specified account within a date range.
@@ -216,8 +215,8 @@ def get_balance_history(
 
 def get_balance_snapshots(
     account_id: str,
-    dates: List[date],
-) -> List[BalanceSnapshot]:
+    dates: list[date],
+) -> list[BalanceSnapshot]:
     """Get balance snapshots for specific dates.
 
     Args:
@@ -248,7 +247,7 @@ def get_balance_snapshots(
 
 def delete_balance_history(
     account_id: str,
-    before_date: Optional[date] = None,
+    before_date: date | None = None,
 ) -> int:
     """Delete balance history for an account.
 

fin_infra/banking/utils.py

@@ -8,8 +8,9 @@ Apps still manage user-to-token mappings, but these utilities simplify common op
 from __future__ import annotations
 
 import re
-from datetime import datetime, timezone
-from typing import Any, Dict, Optional, Literal
+from datetime import UTC, datetime
+from typing import Any, Literal
+
 from pydantic import BaseModel, ConfigDict, Field
 
 from ..providers.base import BankingProvider
@@ -22,23 +23,23 @@ class BankingConnectionInfo(BaseModel):
 
     provider: Literal["plaid", "teller", "mx"]
     connected: bool
-    access_token: Optional[str] = Field(
+    access_token: str | None = Field(
         None, description="Token (only for internal use, never expose)"
     )
-    item_id: Optional[str] = None
-    enrollment_id: Optional[str] = None
-    connected_at: Optional[datetime] = None
-    last_synced_at: Optional[datetime] = None
+    item_id: str | None = None
+    enrollment_id: str | None = None
+    connected_at: datetime | None = None
+    last_synced_at: datetime | None = None
     is_healthy: bool = True
-    error_message: Optional[str] = None
+    error_message: str | None = None
 
 
 class BankingConnectionStatus(BaseModel):
     """Status of all banking connections for a user."""
 
-    plaid: Optional[BankingConnectionInfo] = None
-    teller: Optional[BankingConnectionInfo] = None
-    mx: Optional[BankingConnectionInfo] = None
+    plaid: BankingConnectionInfo | None = None
+    teller: BankingConnectionInfo | None = None
+    mx: BankingConnectionInfo | None = None
     has_any_connection: bool = False
 
     @property
@@ -54,7 +55,7 @@ class BankingConnectionStatus(BaseModel):
         return providers
 
     @property
-    def primary_provider(self) -> Optional[str]:
+    def primary_provider(self) -> str | None:
         """Primary provider (first connected, or most recently synced)."""
         if not self.has_any_connection:
             return None
@@ -179,7 +180,7 @@ def validate_provider_token(provider: str, access_token: str) -> bool:
     return validator(access_token)
 
 
-def parse_banking_providers(banking_providers: Dict[str, Any]) -> BankingConnectionStatus:
+def parse_banking_providers(banking_providers: dict[str, Any]) -> BankingConnectionStatus:
     """
     Parse banking_providers JSON field into structured status.
 
@@ -257,7 +258,7 @@ def parse_banking_providers(banking_providers: Dict[str, Any]) -> BankingConnect
     return status
 
 
-def sanitize_connection_status(status: BankingConnectionStatus) -> Dict[str, Any]:
+def sanitize_connection_status(status: BankingConnectionStatus) -> dict[str, Any]:
     """
     Sanitize connection status for API responses (removes access tokens).
 
@@ -298,10 +299,10 @@ def sanitize_connection_status(status: BankingConnectionStatus) -> Dict[str, Any
 
 
 def mark_connection_unhealthy(
-    banking_providers: Dict[str, Any],
+    banking_providers: dict[str, Any],
     provider: str,
     error_message: str,
-) -> Dict[str, Any]:
+) -> dict[str, Any]:
     """
     Mark a provider connection as unhealthy (for error handling).
 
@@ -329,15 +330,15 @@ def mark_connection_unhealthy(
 
     banking_providers[provider]["is_healthy"] = False
     banking_providers[provider]["error_message"] = error_message
-    banking_providers[provider]["error_at"] = datetime.now(timezone.utc).isoformat()
+    banking_providers[provider]["error_at"] = datetime.now(UTC).isoformat()
 
     return banking_providers
 
 
 def mark_connection_healthy(
-    banking_providers: Dict[str, Any],
+    banking_providers: dict[str, Any],
     provider: str,
-) -> Dict[str, Any]:
+) -> dict[str, Any]:
     """
     Mark a provider connection as healthy (after successful sync).
 
@@ -362,14 +363,14 @@ def mark_connection_healthy(
 
     banking_providers[provider]["is_healthy"] = True
     banking_providers[provider]["error_message"] = None
-    banking_providers[provider]["last_synced_at"] = datetime.now(timezone.utc).isoformat()
+    banking_providers[provider]["last_synced_at"] = datetime.now(UTC).isoformat()
 
     return banking_providers
 
 
 def get_primary_access_token(
-    banking_providers: Dict[str, Any],
-) -> tuple[Optional[str], Optional[str]]:
+    banking_providers: dict[str, Any],
+) -> tuple[str | None, str | None]:
     """
     Get the primary access token and provider name.
 
@@ -401,7 +402,7 @@ def get_primary_access_token(
 async def test_connection_health(
     provider: BankingProvider,
     access_token: str,
-) -> tuple[bool, Optional[str]]:
+) -> tuple[bool, str | None]:
     """
     Test if a banking connection is healthy by making a lightweight API call.
 
@@ -437,7 +438,7 @@ async def test_connection_health(
             return False, error_msg
 
 
-def should_refresh_token(banking_providers: Dict[str, Any], provider: str) -> bool:
+def should_refresh_token(banking_providers: dict[str, Any], provider: str) -> bool:
     """
     Check if a provider token should be refreshed.
 
@@ -468,14 +469,14 @@ def should_refresh_token(banking_providers: Dict[str, Any], provider: str) -> bo
         last_synced = _parse_datetime(last_synced_str)
         if last_synced:
             # Refresh if not synced in 30 days
-            days_since_sync = (datetime.now(timezone.utc) - last_synced).days
+            days_since_sync = (datetime.now(UTC) - last_synced).days
             if days_since_sync > 30:
                 return True
 
     return False
 
 
-def _parse_datetime(value: Any) -> Optional[datetime]:
+def _parse_datetime(value: Any) -> datetime | None:
     """Parse datetime from various formats."""
     if not value:
         return None

fin_infra/brokerage/__init__.py

@@ -1,6 +1,6 @@
 """Brokerage module - easy setup for trading operations.
 
-⚠️ **TRADING WARNING**: This module provides real trading capabilities.
+[!] **TRADING WARNING**: This module provides real trading capabilities.
 Always use paper trading mode for development and testing.
 Live trading requires explicit opt-in and involves real financial risk.
 
@@ -22,10 +22,12 @@ from typing import TYPE_CHECKING, Literal
 if TYPE_CHECKING:
     from fastapi import FastAPI
 
-from ..providers.base import BrokerageProvider
-from pydantic import BaseModel, Field
 from decimal import Decimal
 
+from pydantic import BaseModel, Field
+
+from ..providers.base import BrokerageProvider
+
 
 # Request model for order submission (used by add_brokerage FastAPI routes)
 class OrderRequest(BaseModel):
@@ -49,11 +51,11 @@ def easy_brokerage(
 ) -> BrokerageProvider:
     """Create a brokerage provider with paper/live trading support.
 
-    ⚠️ **SAFETY**: Defaults to paper trading mode. Live trading requires explicit mode="live".
+    [!] **SAFETY**: Defaults to paper trading mode. Live trading requires explicit mode="live".
 
     Auto-detects provider based on environment variables:
-    1. If ALPACA_API_KEY and ALPACA_API_SECRET are set → Alpaca
-    2. Otherwise → Raises error (credentials required)
+    1. If ALPACA_API_KEY and ALPACA_API_SECRET are set -> Alpaca
+    2. Otherwise -> Raises error (credentials required)
 
     Args:
         provider: Provider name ("alpaca"). If None, defaults to alpaca.
@@ -127,7 +129,7 @@ def easy_brokerage(
 
 
 def add_brokerage(
-    app: "FastAPI",
+    app: FastAPI,
     *,
     provider: str | BrokerageProvider | None = None,
     mode: Literal["paper", "live"] = "paper",
@@ -136,7 +138,7 @@ def add_brokerage(
 ) -> BrokerageProvider:
     """Wire brokerage provider to FastAPI app with routes and safety checks.
 
-    ⚠️ **TRADING WARNING**: This mounts trading API endpoints.
+    [!] **TRADING WARNING**: This mounts trading API endpoints.
     Always use paper trading mode for development.
     Live trading requires explicit mode="live" and proper safeguards.
 
@@ -206,9 +208,9 @@ def add_brokerage(
             >>> broker = add_brokerage(app, mode="live")
             >>> # Only use in production with proper safeguards and risk management
     """
-    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):
@@ -234,7 +236,7 @@ def add_brokerage(
             account = brokerage_provider.get_account()
             return account
         except Exception as e:
-            raise HTTPException(status_code=500, detail=f"Error fetching account: {str(e)}")
+            raise HTTPException(status_code=500, detail=f"Error fetching account: {e!s}")
 
     @router.get("/positions")
     async def list_positions():
@@ -246,7 +248,7 @@ def add_brokerage(
             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)}")
+            raise HTTPException(status_code=500, detail=f"Error fetching positions: {e!s}")
 
     @router.get("/positions/{symbol}")
     async def get_position(symbol: str):
@@ -259,9 +261,7 @@ def add_brokerage(
             position = brokerage_provider.get_position(symbol)
             return position
         except Exception as e:
-            raise HTTPException(
-                status_code=404, detail=f"Position not found for {symbol}: {str(e)}"
-            )
+            raise HTTPException(status_code=404, detail=f"Position not found for {symbol}: {e!s}")
 
     @router.delete("/positions/{symbol}")
     async def close_position(symbol: str):
@@ -274,13 +274,13 @@ def add_brokerage(
             order = brokerage_provider.close_position(symbol)
             return {"message": f"Closing position for {symbol}", "order": order}
         except Exception as e:
-            raise HTTPException(status_code=400, detail=f"Error closing position: {str(e)}")
+            raise HTTPException(status_code=400, detail=f"Error closing position: {e!s}")
 
     @router.post("/orders")
     async def submit_order(order_request: OrderRequest):
         """Submit a new order.
 
-        ⚠️ **TRADING WARNING**: This endpoint executes real trades in live mode.
+        [!] **TRADING WARNING**: This endpoint executes real trades in live mode.
         """
         try:
             order = brokerage_provider.submit_order(
@@ -295,7 +295,7 @@ def add_brokerage(
             )
             return order
         except Exception as e:
-            raise HTTPException(status_code=400, detail=f"Error submitting order: {str(e)}")
+            raise HTTPException(status_code=400, detail=f"Error submitting order: {e!s}")
 
     @router.get("/orders")
     async def list_orders(
@@ -312,7 +312,7 @@ def add_brokerage(
             orders = brokerage_provider.list_orders(status=status, limit=limit)
             return {"orders": orders, "count": len(orders)}
         except Exception as e:
-            raise HTTPException(status_code=500, detail=f"Error fetching orders: {str(e)}")
+            raise HTTPException(status_code=500, detail=f"Error fetching orders: {e!s}")
 
     @router.get("/orders/{order_id}")
     async def get_order(order_id: str):
@@ -325,7 +325,7 @@ def add_brokerage(
             order = brokerage_provider.get_order(order_id)
             return order
         except Exception as e:
-            raise HTTPException(status_code=404, detail=f"Order not found: {str(e)}")
+            raise HTTPException(status_code=404, detail=f"Order not found: {e!s}")
 
     @router.delete("/orders/{order_id}")
     async def cancel_order(order_id: str):
@@ -338,7 +338,7 @@ def add_brokerage(
             brokerage_provider.cancel_order(order_id)
             return {"message": f"Order {order_id} canceled successfully"}
         except Exception as e:
-            raise HTTPException(status_code=400, detail=f"Error canceling order: {str(e)}")
+            raise HTTPException(status_code=400, detail=f"Error canceling order: {e!s}")
 
     @router.get("/portfolio/history")
     async def get_portfolio_history(
@@ -355,9 +355,7 @@ def add_brokerage(
             history = brokerage_provider.get_portfolio_history(period=period, timeframe=timeframe)
             return history
         except Exception as e:
-            raise HTTPException(
-                status_code=500, detail=f"Error fetching portfolio history: {str(e)}"
-            )
+            raise HTTPException(status_code=500, detail=f"Error fetching portfolio history: {e!s}")
 
     # Watchlist routes
     @router.post("/watchlists")
@@ -375,7 +373,7 @@ def add_brokerage(
             watchlist = brokerage_provider.create_watchlist(name=name, symbols=symbols)
             return watchlist
         except Exception as e:
-            raise HTTPException(status_code=400, detail=f"Error creating watchlist: {str(e)}")
+            raise HTTPException(status_code=400, detail=f"Error creating watchlist: {e!s}")
 
     @router.get("/watchlists")
     async def list_watchlists():
@@ -384,7 +382,7 @@ def add_brokerage(
             watchlists = brokerage_provider.list_watchlists()
             return {"watchlists": watchlists, "count": len(watchlists)}
         except Exception as e:
-            raise HTTPException(status_code=500, detail=f"Error fetching watchlists: {str(e)}")
+            raise HTTPException(status_code=500, detail=f"Error fetching watchlists: {e!s}")
 
     @router.get("/watchlists/{watchlist_id}")
     async def get_watchlist(watchlist_id: str):
@@ -397,7 +395,7 @@ def add_brokerage(
             watchlist = brokerage_provider.get_watchlist(watchlist_id)
             return watchlist
         except Exception as e:
-            raise HTTPException(status_code=404, detail=f"Watchlist not found: {str(e)}")
+            raise HTTPException(status_code=404, detail=f"Watchlist not found: {e!s}")
 
     @router.delete("/watchlists/{watchlist_id}")
     async def delete_watchlist(watchlist_id: str):
@@ -410,7 +408,7 @@ def add_brokerage(
             brokerage_provider.delete_watchlist(watchlist_id)
             return {"message": f"Watchlist {watchlist_id} deleted successfully"}
         except Exception as e:
-            raise HTTPException(status_code=400, detail=f"Error deleting watchlist: {str(e)}")
+            raise HTTPException(status_code=400, detail=f"Error deleting watchlist: {e!s}")
 
     @router.post("/watchlists/{watchlist_id}/symbols")
     async def add_to_watchlist(
@@ -426,7 +424,7 @@ def add_brokerage(
             watchlist = brokerage_provider.add_to_watchlist(watchlist_id, symbol)
             return watchlist
         except Exception as e:
-            raise HTTPException(status_code=400, detail=f"Error adding symbol: {str(e)}")
+            raise HTTPException(status_code=400, detail=f"Error adding symbol: {e!s}")
 
     @router.delete("/watchlists/{watchlist_id}/symbols/{symbol}")
     async def remove_from_watchlist(watchlist_id: str, symbol: str):
@@ -440,7 +438,7 @@ def add_brokerage(
             watchlist = brokerage_provider.remove_from_watchlist(watchlist_id, symbol)
             return watchlist
         except Exception as e:
-            raise HTTPException(status_code=400, detail=f"Error removing symbol: {str(e)}")
+            raise HTTPException(status_code=400, detail=f"Error removing symbol: {e!s}")
 
     # Mount router
     app.include_router(router, include_in_schema=True)
@@ -449,7 +447,7 @@ def add_brokerage(
     add_prefixed_docs(
         app,
         prefix=prefix,
-        title="Brokerage" + (" (Paper Trading)" if mode == "paper" else " ⚠️ LIVE"),
+        title="Brokerage" + (" (Paper Trading)" if mode == "paper" else " [!] LIVE"),
         auto_exclude_from_root=True,
         visible_envs=None,  # Show in all environments
     )

fin_infra/budgets/__init__.py

@@ -105,12 +105,12 @@ def __getattr__(name: str):
     ):
         from fin_infra.budgets.models import (  # noqa: F401
             Budget,
-            BudgetType,
-            BudgetPeriod,
+            BudgetAlert,
             BudgetCategory,
+            BudgetPeriod,
             BudgetProgress,
-            BudgetAlert,
             BudgetTemplate,
+            BudgetType,
         )
 
         return locals()[name]