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

fin_infra/documents/ocr.py

@@ -25,7 +25,7 @@ from __future__ import annotations
 
 import re
 from datetime import datetime
-from typing import TYPE_CHECKING, Dict, Optional
+from typing import TYPE_CHECKING
 
 if TYPE_CHECKING:
     from svc_infra.storage.base import StorageBackend
@@ -33,15 +33,15 @@ if TYPE_CHECKING:
     from .models import OCRResult
 
 # In-memory OCR cache (production: use svc-infra cache)
-_ocr_cache: Dict[str, "OCRResult"] = {}
+_ocr_cache: dict[str, OCRResult] = {}
 
 
 async def extract_text(
-    storage: "StorageBackend",
+    storage: StorageBackend,
     document_id: str,
     provider: str = "tesseract",
     force_refresh: bool = False,
-) -> "OCRResult":
+) -> OCRResult:
     """
     Extract text from a document using OCR (uses svc-infra storage).
 
@@ -106,7 +106,7 @@ async def extract_text(
 
 def _extract_with_tesseract(
     file_content: bytes, filename: str, metadata: dict, document_id: str
-) -> "OCRResult":
+) -> OCRResult:
     """
     Extract text using Tesseract OCR (simulated).
 
@@ -158,7 +158,7 @@ def _extract_with_tesseract(
 
 def _extract_with_textract(
     file_content: bytes, filename: str, metadata: dict, document_id: str
-) -> "OCRResult":
+) -> OCRResult:
     """
     Extract text using AWS Textract (simulated).
 
@@ -207,7 +207,7 @@ def _extract_with_textract(
     )
 
 
-def _parse_tax_form(text: str, form_type: Optional[str] = None) -> dict[str, str]:
+def _parse_tax_form(text: str, form_type: str | None = None) -> dict[str, str]:
     """
     Parse tax form text into structured fields.
 

fin_infra/documents/storage.py

@@ -36,14 +36,22 @@ Quick Start:
 
 from __future__ import annotations
 
-from typing import TYPE_CHECKING, List, Optional
+from typing import TYPE_CHECKING
 
 try:
     from svc_infra.documents import (
         delete_document as base_delete_document,
+    )
+    from svc_infra.documents import (
         download_document as base_download_document,
+    )
+    from svc_infra.documents import (
         get_document as base_get_document,
+    )
+    from svc_infra.documents import (
         list_documents as base_list_documents,
+    )
+    from svc_infra.documents import (
         upload_document as base_upload_document,
     )
 
@@ -64,15 +72,15 @@ if TYPE_CHECKING:
 
 
 async def upload_document(
-    storage: "StorageBackend",
+    storage: StorageBackend,
     user_id: str,
     file: bytes,
-    document_type: "DocumentType",
+    document_type: DocumentType,
     filename: str,
-    metadata: Optional[dict] = None,
-    tax_year: Optional[int] = None,
-    form_type: Optional[str] = None,
-) -> "FinancialDocument":
+    metadata: dict | None = None,
+    tax_year: int | None = None,
+    form_type: str | None = None,
+) -> FinancialDocument:
     """
     Upload a financial document (delegates to svc-infra, adds financial fields).
 
@@ -140,7 +148,7 @@ async def upload_document(
     return financial_doc
 
 
-def get_document(document_id: str) -> Optional["FinancialDocument"]:
+def get_document(document_id: str) -> FinancialDocument | None:
     """
     Get financial document metadata by ID (delegates to svc-infra).
 
@@ -187,7 +195,7 @@ def get_document(document_id: str) -> Optional["FinancialDocument"]:
     return financial_doc
 
 
-async def download_document(storage: "StorageBackend", document_id: str) -> bytes:
+async def download_document(storage: StorageBackend, document_id: str) -> bytes:
     """
     Download a financial document by ID (delegates to svc-infra).
 
@@ -213,7 +221,7 @@ async def download_document(storage: "StorageBackend", document_id: str) -> byte
     return await base_download_document(storage=storage, document_id=document_id)
 
 
-async def delete_document(storage: "StorageBackend", document_id: str) -> bool:
+async def delete_document(storage: StorageBackend, document_id: str) -> bool:
     """
     Delete a financial document and its metadata (delegates to svc-infra).
 
@@ -238,11 +246,11 @@ async def delete_document(storage: "StorageBackend", document_id: str) -> bool:
 
 def list_documents(
     user_id: str,
-    document_type: Optional["DocumentType"] = None,
-    tax_year: Optional[int] = None,
+    document_type: DocumentType | None = None,
+    tax_year: int | None = None,
     limit: int = 100,
     offset: int = 0,
-) -> List["FinancialDocument"]:
+) -> list[FinancialDocument]:
     """
     List user's financial documents with optional filters (delegates to svc-infra).
 

fin_infra/exceptions.py

@@ -23,7 +23,6 @@ from __future__ import annotations
 import logging
 from typing import Any
 
-
 # =============================================================================
 # Logging Helper
 # =============================================================================

fin_infra/goals/__init__.py

@@ -5,6 +5,14 @@ Provides comprehensive goal management with milestone tracking,
 funding allocation, and progress monitoring.
 """
 
+from fin_infra.goals.add import add_goals
+from fin_infra.goals.funding import (
+    get_account_allocations,
+    get_goal_funding_sources,
+    link_account_to_goal,
+    remove_account_from_goal,
+    update_account_allocation,
+)
 from fin_infra.goals.management import (
     FinancialGoalTracker,
     GoalProgressReport,
@@ -28,14 +36,6 @@ from fin_infra.goals.milestones import (
     get_next_milestone,
     trigger_milestone_notification,
 )
-from fin_infra.goals.funding import (
-    link_account_to_goal,
-    get_goal_funding_sources,
-    get_account_allocations,
-    update_account_allocation,
-    remove_account_from_goal,
-)
-from fin_infra.goals.add import add_goals
 from fin_infra.goals.models import (
     FundingSource,
     Goal,

fin_infra/goals/add.py

@@ -29,30 +29,30 @@ add_goals(app)
 
 import logging
 from datetime import datetime
-from typing import Any, List, Optional, cast
+from typing import Any, cast
 
-from fastapi import FastAPI, HTTPException, status, Query, Body
+from fastapi import Body, FastAPI, HTTPException, Query, status
 from pydantic import BaseModel, Field
 
+from fin_infra.goals.funding import (
+    get_goal_funding_sources,
+    link_account_to_goal,
+    remove_account_from_goal,
+    update_account_allocation,
+)
 from fin_infra.goals.management import (
     create_goal,
-    list_goals,
-    get_goal,
-    update_goal,
     delete_goal,
+    get_goal,
     get_goal_progress,
+    list_goals,
+    update_goal,
 )
 from fin_infra.goals.milestones import (
     add_milestone,
     check_milestones,
     get_milestone_progress,
 )
-from fin_infra.goals.funding import (
-    link_account_to_goal,
-    get_goal_funding_sources,
-    update_account_allocation,
-    remove_account_from_goal,
-)
 from fin_infra.goals.models import GoalStatus
 
 logger = logging.getLogger(__name__)
@@ -63,7 +63,7 @@ logger = logging.getLogger(__name__)
 # ============================================================================
 
 
-def parse_iso_date(date_str: Optional[str]) -> Optional[datetime]:
+def parse_iso_date(date_str: str | None) -> datetime | None:
     """Parse ISO date string to datetime object."""
     if date_str is None:
         return None
@@ -85,24 +85,24 @@ class CreateGoalRequest(BaseModel):
     name: str = Field(..., min_length=1, max_length=200, description="Goal name")
     goal_type: str = Field(..., description="Goal type (savings, debt, investment, etc.)")
     target_amount: float = Field(..., gt=0, description="Target amount")
-    deadline: Optional[str] = Field(None, description="Deadline (ISO date)")
-    description: Optional[str] = Field(None, description="Goal description")
-    current_amount: Optional[float] = Field(0.0, ge=0, description="Current amount")
-    auto_contribute: Optional[bool] = Field(False, description="Auto-contribute enabled")
-    tags: Optional[List[str]] = Field(None, description="Goal tags")
+    deadline: str | None = Field(None, description="Deadline (ISO date)")
+    description: str | None = Field(None, description="Goal description")
+    current_amount: float | None = Field(0.0, ge=0, description="Current amount")
+    auto_contribute: bool | None = Field(False, description="Auto-contribute enabled")
+    tags: list[str] | None = Field(None, description="Goal tags")
 
 
 class UpdateGoalRequest(BaseModel):
     """Request body for updating a goal."""
 
-    name: Optional[str] = Field(None, min_length=1, max_length=200)
-    target_amount: Optional[float] = Field(None, gt=0)
-    deadline: Optional[str] = None
-    description: Optional[str] = None
-    current_amount: Optional[float] = Field(None, ge=0)
-    status: Optional[GoalStatus] = None
-    auto_contribute: Optional[bool] = None
-    tags: Optional[List[str]] = None
+    name: str | None = Field(None, min_length=1, max_length=200)
+    target_amount: float | None = Field(None, gt=0)
+    deadline: str | None = None
+    description: str | None = None
+    current_amount: float | None = Field(None, ge=0)
+    status: GoalStatus | None = None
+    auto_contribute: bool | None = None
+    tags: list[str] | None = None
 
 
 class AddMilestoneRequest(BaseModel):
@@ -110,7 +110,7 @@ class AddMilestoneRequest(BaseModel):
 
     amount: float = Field(..., gt=0, description="Milestone amount")
     description: str = Field(..., min_length=1, description="Milestone description")
-    target_date: Optional[str] = Field(None, description="Target date (ISO date)")
+    target_date: str | None = Field(None, description="Target date (ISO date)")
 
 
 class LinkAccountRequest(BaseModel):
@@ -238,14 +238,14 @@ def add_goals(
         except ValueError as e:
             raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST, detail=str(e))
 
-    @router.get("", response_model=List[dict])
+    @router.get("", response_model=list[dict])
     async def list_goals_endpoint(
-        user_id: Optional[str] = Query(
+        user_id: str | None = Query(
             None, description="User identifier (optional, returns all if not provided)"
         ),
-        goal_type: Optional[str] = Query(None, description="Filter by goal type"),
-        status_filter: Optional[str] = Query(None, alias="status", description="Filter by status"),
-    ) -> List[dict]:
+        goal_type: str | None = Query(None, description="Filter by goal type"),
+        status_filter: str | None = Query(None, alias="status", description="Filter by status"),
+    ) -> list[dict]:
         """
         List all goals for a user with optional filters.
 
@@ -442,8 +442,8 @@ def add_goals(
         except ValueError as e:
             raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST, detail=str(e))
 
-    @router.get("/{goal_id}/milestones", response_model=List[dict])
-    async def list_milestones_endpoint(goal_id: str) -> List[dict]:
+    @router.get("/{goal_id}/milestones", response_model=list[dict])
+    async def list_milestones_endpoint(goal_id: str) -> list[dict]:
         """
         List all milestones for a goal.
 
@@ -469,7 +469,7 @@ def add_goals(
             # Get all milestones from the goal (check_milestones only returns newly reached ones)
             goal = get_goal(goal_id)
             milestones = goal.get("milestones", [])
-            return cast(list[dict[Any, Any]], milestones)
+            return cast("list[dict[Any, Any]]", milestones)
         except KeyError:
             raise HTTPException(
                 status_code=status.HTTP_404_NOT_FOUND, detail=f"Goal {goal_id} not found"
@@ -540,8 +540,8 @@ def add_goals(
         except ValueError as e:
             raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST, detail=str(e))
 
-    @router.get("/{goal_id}/funding", response_model=List[dict])
-    async def list_funding_sources_endpoint(goal_id: str) -> List[dict]:
+    @router.get("/{goal_id}/funding", response_model=list[dict])
+    async def list_funding_sources_endpoint(goal_id: str) -> list[dict]:
         """
         List all funding sources for a goal.
 

fin_infra/goals/funding.py

@@ -22,14 +22,12 @@ Example:
     >>> # Raises ValueError if total allocation > 100%
 """
 
-from typing import Dict, List
-
-from fin_infra.goals.models import FundingSource
 from fin_infra.goals.management import get_goal
+from fin_infra.goals.models import FundingSource
 
 # In-memory storage for funding allocations
 # Structure: {account_id: {goal_id: allocation_percent}}
-_FUNDING_STORE: Dict[str, Dict[str, float]] = {}
+_FUNDING_STORE: dict[str, dict[str, float]] = {}
 
 
 def link_account_to_goal(
@@ -108,7 +106,7 @@ def link_account_to_goal(
     )
 
 
-def get_goal_funding_sources(goal_id: str) -> List[FundingSource]:
+def get_goal_funding_sources(goal_id: str) -> list[FundingSource]:
     """
     Get all accounts funding a specific goal.
 
@@ -154,7 +152,7 @@ def get_goal_funding_sources(goal_id: str) -> List[FundingSource]:
     return funding_sources
 
 
-def get_account_allocations(account_id: str) -> Dict[str, float]:
+def get_account_allocations(account_id: str) -> dict[str, float]:
     """
     Get all goal allocations for a specific account.
 

fin_infra/goals/management.py

@@ -45,7 +45,6 @@ from typing import Any, cast
 
 from pydantic import BaseModel, Field
 
-
 # ============================================================================
 # Pydantic Schemas (Structured Output)
 # ============================================================================
@@ -183,7 +182,7 @@ Your response: {
   "confidence": 0.94
 }
 
-⚠️ This is AI-generated advice. Not a substitute for a certified financial advisor.
+[!] This is AI-generated advice. Not a substitute for a certified financial advisor.
 Verify calculations independently. For personalized advice, consult a professional."""
 
 GOAL_PROGRESS_SYSTEM_PROMPT = """You are a financial advisor reviewing goal progress.
@@ -238,7 +237,7 @@ Your response: {
   "projected_completion_date": "2029-06-01",
   "variance_from_target_days": -365,
   "course_corrections": [
-    "⚠️ 12 months behind! Current $1,000/month payment needs to increase to $1,500/month",
+    "[!] 12 months behind! Current $1,000/month payment needs to increase to $1,500/month",
     "Emergency: reduce expenses by $500/month (cancel subscriptions, cut entertainment)",
     "Contact debt counselor for consolidation or negotiation options",
     "Consider side income: gig work, selling unused items ($500/month target)",
@@ -247,7 +246,7 @@ Your response: {
   "confidence": 0.95
 }
 
-⚠️ This is AI-generated advice. Not a substitute for a certified financial advisor.
+[!] This is AI-generated advice. Not a substitute for a certified financial advisor.
 Verify calculations independently. For personalized advice, consult a professional."""
 
 
@@ -839,7 +838,7 @@ def get_goal(goal_id: str) -> dict[str, Any]:
     if goal_id not in _GOALS_STORE:
         raise KeyError(f"Goal not found: {goal_id}")
 
-    return cast(dict[str, Any], _GOALS_STORE[goal_id])
+    return cast("dict[str, Any]", _GOALS_STORE[goal_id])
 
 
 def update_goal(
@@ -885,7 +884,7 @@ def update_goal(
 
     Goal(**goal)  # Will raise ValidationError if invalid
 
-    return cast(dict[str, Any], goal)
+    return cast("dict[str, Any]", goal)
 
 
 def delete_goal(goal_id: str) -> None:

fin_infra/goals/milestones.py

@@ -22,7 +22,7 @@ Example:
     # Check which milestones have been reached
     reached = check_milestones("goal_123")
     for m in reached:
-        print(f"🎉 Milestone reached: {m['description']}")
+        print(f" Milestone reached: {m['description']}")
 """
 
 from datetime import datetime
@@ -31,7 +31,6 @@ from typing import Any, cast
 from fin_infra.goals.management import get_goal, update_goal
 from fin_infra.goals.models import Milestone
 
-
 # ============================================================================
 # Milestone Management
 # ============================================================================
@@ -125,7 +124,7 @@ def check_milestones(goal_id: str) -> list[dict[str, Any]]:
 
         reached = check_milestones("goal_123")
         if reached:
-            print(f"🎉 {len(reached)} milestones reached!")
+            print(f" {len(reached)} milestones reached!")
             for m in reached:
                 print(f"   - {m['description']}: ${m['amount']:,.0f}")
 
@@ -185,17 +184,17 @@ def get_celebration_message(milestone: dict[str, Any]) -> str:
 
     Example:
         message = get_celebration_message(milestone)
-        # "🎉 Milestone reached! You've hit $25,000 - 25% to target!"
+        # " Milestone reached! You've hit $25,000 - 25% to target!"
     """
     amount = milestone["amount"]
     description = milestone["description"]
 
     messages = [
-        f"🎉 Milestone reached! You've hit ${amount:,.0f} - {description}!",
+        f" Milestone reached! You've hit ${amount:,.0f} - {description}!",
         f"🎊 Congratulations! ${amount:,.0f} milestone achieved - {description}",
         f"🌟 Great progress! You reached ${amount:,.0f} - {description}",
-        f"💪 Keep going! ${amount:,.0f} milestone completed - {description}",
-        f"🚀 Amazing! You hit ${amount:,.0f} - {description}",
+        f" Keep going! ${amount:,.0f} milestone completed - {description}",
+        f" Amazing! You hit ${amount:,.0f} - {description}",
     ]
 
     # Use amount to pick consistent message for same milestone
@@ -229,7 +228,7 @@ def get_next_milestone(goal_id: str) -> dict[str, Any] | None:
     # Find first unreached milestone (sorted by amount)
     for milestone in milestones:
         if not milestone.get("reached", False):
-            return cast(dict[str, Any], milestone)
+            return cast("dict[str, Any]", milestone)
 
     return None
 

fin_infra/goals/models.py

@@ -11,11 +11,9 @@ Provides comprehensive data models for:
 
 from datetime import datetime
 from enum import Enum
-from typing import Optional
 
 from pydantic import BaseModel, Field, field_validator
 
-
 # ============================================================================
 # Enums
 # ============================================================================
@@ -69,14 +67,14 @@ class Milestone(BaseModel):
     """
 
     amount: float = Field(..., description="Milestone target amount", gt=0)
-    target_date: Optional[datetime] = Field(
+    target_date: datetime | None = Field(
         None, description="Target date to reach milestone (optional)"
     )
     description: str = Field(
         ..., description="Milestone description (e.g., '25% to emergency fund')", max_length=200
     )
     reached: bool = Field(default=False, description="Whether milestone has been reached")
-    reached_date: Optional[datetime] = Field(
+    reached_date: datetime | None = Field(
         None, description="Date milestone was reached (if reached=True)"
     )
 
@@ -95,8 +93,8 @@ class FundingSource(BaseModel):
 
     Supports split allocation:
     - Multiple accounts can fund one goal (e.g., savings + checking)
-    - One account can fund multiple goals (e.g., savings → emergency + vacation)
-    - Allocation percentages must sum to ≤100% per account
+    - One account can fund multiple goals (e.g., savings -> emergency + vacation)
+    - Allocation percentages must sum to <=100% per account
     """
 
     goal_id: str = Field(..., description="Goal identifier")
@@ -107,7 +105,7 @@ class FundingSource(BaseModel):
         ge=0.0,
         le=100.0,
     )
-    account_name: Optional[str] = Field(
+    account_name: str | None = Field(
         None, description="Human-readable account name (e.g., 'Chase Savings')"
     )
 
@@ -154,9 +152,7 @@ class Goal(BaseModel):
     id: str = Field(..., description="Unique goal identifier")
     user_id: str = Field(..., description="User who owns this goal")
     name: str = Field(..., description="Goal name", max_length=200)
-    description: Optional[str] = Field(
-        None, description="Detailed goal description", max_length=1000
-    )
+    description: str | None = Field(None, description="Detailed goal description", max_length=1000)
 
     # Goal type and status
     type: GoalType = Field(..., description="Goal type")
@@ -165,7 +161,7 @@ class Goal(BaseModel):
     # Financial targets
     target_amount: float = Field(..., description="Target amount to achieve", gt=0)
     current_amount: float = Field(default=0.0, description="Current progress toward target", ge=0.0)
-    deadline: Optional[datetime] = Field(None, description="Target completion date")
+    deadline: datetime | None = Field(None, description="Target completion date")
 
     # Milestone tracking
     milestones: list[Milestone] = Field(default_factory=list, description="Progress milestones")
@@ -190,7 +186,7 @@ class Goal(BaseModel):
     updated_at: datetime = Field(
         default_factory=datetime.utcnow, description="Last update timestamp"
     )
-    completed_at: Optional[datetime] = Field(
+    completed_at: datetime | None = Field(
         None, description="Completion timestamp (if status=COMPLETED)"
     )
 
@@ -264,7 +260,7 @@ class GoalProgress(BaseModel):
     )
 
     # Projections
-    projected_completion_date: Optional[datetime] = Field(
+    projected_completion_date: datetime | None = Field(
         None, description="Projected completion date at current pace"
     )
     on_track: bool = Field(..., description="Whether on track to meet deadline")

fin_infra/insights/__init__.py

@@ -10,13 +10,16 @@ Aggregates insights from multiple sources:
 - Cash flow projections
 """
 
+import logging
 from typing import TYPE_CHECKING
 
 if TYPE_CHECKING:
     from fastapi import FastAPI
 
-from .models import Insight, InsightFeed, InsightPriority, InsightCategory
 from .aggregator import aggregate_insights, get_user_insights
+from .models import Insight, InsightCategory, InsightFeed, InsightPriority
+
+logger = logging.getLogger(__name__)
 
 __all__ = [
     "Insight",
@@ -77,10 +80,10 @@ def add_insights(
         - Notification system for critical insights
     """
     from fastapi import Query
+    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
 
     # Create router
     router = user_router(prefix=prefix, tags=["Insights"])
@@ -125,4 +128,4 @@ def add_insights(
     # Mount router
     app.include_router(router, include_in_schema=True)
 
-    print("✅ Insights feed enabled (unified financial insights)")
+    logger.info("Insights feed enabled")

fin_infra/insights/aggregator.py

@@ -224,7 +224,7 @@ def _generate_recurring_insights(user_id: str, patterns: list[RecurringPattern])
     high_cost = [
         p
         for p in patterns
-        if p.amount is not None and p.amount > 50 or (p.amount_range and p.amount_range[1] > 50)
+        if (p.amount is not None and p.amount > 50) or (p.amount_range and p.amount_range[1] > 50)
     ]
     if high_cost:
         total = Decimal("0")

fin_infra/investments/__init__.py

@@ -74,8 +74,8 @@ def easy_investments(
         InvestmentProvider instance for fetching holdings, transactions, securities.
 
     Environment detection order:
-        1. If PLAID_CLIENT_ID set → Plaid
-        2. If SNAPTRADE_CLIENT_ID set → SnapTrade
+        1. If PLAID_CLIENT_ID set -> Plaid
+        2. If SNAPTRADE_CLIENT_ID set -> SnapTrade
         3. Default: Plaid (most common)
 
     Examples:
@@ -110,7 +110,7 @@ def easy_investments(
             provider = "plaid"  # Default to Plaid
 
     # Check cache
-    cache_key = f"{provider}:{str(sorted(config.items()))}"
+    cache_key = f"{provider}:{sorted(config.items())!s}"
     if cache_key in _provider_cache:
         return _provider_cache[cache_key]