fin-infra 0.1.79__py3-none-any.whl → 0.1.80__py3-none-any.whl

fin_infra/analytics/__init__.py

@@ -7,6 +7,16 @@ This module provides comprehensive financial analytics capabilities including:
 - Portfolio analytics (returns, allocation, benchmarking)
 - Growth projections (net worth forecasting with scenarios)
 
+Feature Status:
+    ✅ STABLE: Core calculation functions (all analytics work with provided data)
+    ⚠️  INTEGRATION: Auto-fetching from providers requires setup:
+        - Banking provider for transaction data
+        - Brokerage provider for investment data
+        - Categorization for expense categorization
+
+    When providers aren't configured, functions accept data directly or return
+    sensible placeholder values for testing/development.
+
 Serves multiple use cases:
 - Personal finance apps (cash flow, savings tracking)
 - Wealth management platforms (portfolio analytics, projections)

fin_infra/banking/__init__.py

@@ -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

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/markets/__init__.py

@@ -20,7 +20,10 @@ if TYPE_CHECKING:
     from fastapi import FastAPI
 
 from ..providers.base import MarketDataProvider
-from ..clients.base import MarketDataClient
+
+# Deprecated: MarketDataClient alias for backward compatibility
+# Use MarketDataProvider instead
+MarketDataClient = MarketDataProvider  # type: ignore[misc]
 
 
 def easy_market(
@@ -178,7 +181,6 @@ def add_market_data(
     See Also:
         - easy_market(): For standalone provider usage without FastAPI
         - docs/market-data.md: API documentation and examples
-        - docs/adr/0004-market-data-integration.md: Architecture decisions
     """
     from fastapi import HTTPException, Query
 

fin_infra/net_worth/__init__.py

@@ -4,6 +4,13 @@ Net Worth Tracking Module
 Calculates net worth by aggregating balances from multiple financial providers
 (banking, brokerage, crypto) with historical snapshots and change detection.
 
+**Feature Status**:
+    ✅ STABLE: Core calculation (works with provided data)
+    ✅ STABLE: Banking integration (Plaid, Teller)
+    ⚠️  INTEGRATION: Brokerage integration (requires provider setup)
+    ⚠️  INTEGRATION: Crypto integration (requires provider setup)
+    ⚠️  INTEGRATION: Currency conversion (pass exchange_rate manually)
+
 **Key Features**:
 - Multi-provider aggregation (banking + brokerage + crypto)
 - Currency normalization (all currencies → USD)

fin_infra/providers/base.py

@@ -1,9 +1,33 @@
+"""Base provider ABCs for fin-infra.
+
+This module defines abstract base classes for all financial data providers.
+These are the canonical ABCs - use these instead of fin_infra.clients.
+
+Sync vs Async Pattern:
+    Most providers use SYNCHRONOUS methods for simplicity. The exceptions are:
+    - InvestmentProvider: Uses async methods (get_holdings, get_investment_accounts)
+
+    If you need async, wrap sync providers with asyncio.to_thread():
+        import asyncio
+        result = await asyncio.to_thread(provider.quote, "AAPL")
+
+Provider Categories:
+    - MarketDataProvider: Stock/equity quotes and historical data
+    - CryptoDataProvider: Cryptocurrency market data
+    - BankingProvider: Bank account aggregation (Plaid, Teller, MX)
+    - BrokerageProvider: Trading operations (Alpaca, Interactive Brokers)
+    - CreditProvider: Credit scores and reports
+    - TaxProvider: Tax documents and calculations
+    - IdentityProvider: Identity verification
+    - InvestmentProvider: Investment holdings (async)
+"""
+
 from __future__ import annotations
 
 from abc import ABC, abstractmethod
 from typing import Any, Iterable, Sequence
 
-from ..models import Quote, Candle
+from ..models import Candle, Quote
 
 
 class MarketDataProvider(ABC):

{fin_infra-0.1.79.dist-info → fin_infra-0.1.80.dist-info}/METADATA

@@ -1,6 +1,6 @@
 Metadata-Version: 2.3
 Name: fin-infra
-Version: 0.1.79
+Version: 0.1.80
 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

{fin_infra-0.1.79.dist-info → fin_infra-0.1.80.dist-info}/RECORD

@@ -1,6 +1,6 @@
 fin_infra/__init__.py,sha256=7oL-CCsALNifBODAn9LriicaIrzgJkmVPvE-9duP0mw,1574
 fin_infra/__main__.py,sha256=1qNP7j0ffw0wFs1dBwDcJ9TNXlC6FcYuulzoV87pMi8,262
-fin_infra/analytics/__init__.py,sha256=aiuNnii0vc34XlNzrSiMbz33lzgmR7W1nHkmAEXavCY,1870
+fin_infra/analytics/__init__.py,sha256=_qbkbj5cy9uuCp9WdWbIz29XNwvakKf2T2sTRMeUiAs,2326
 fin_infra/analytics/add.py,sha256=YhNxFAH0m-GiLxgNzwZY09wt6kmy4n88Xa9DrYBLB6E,12709
 fin_infra/analytics/cash_flow.py,sha256=lH-J6RIUzcV9Fuy56i12N6vuIdPaGz-rhWquSgjkldU,10300
 fin_infra/analytics/ease.py,sha256=p8WwFP4ivvFsvZzYRCZZVHgnPThiODve9r4-m0xnxQQ,14343
@@ -11,7 +11,7 @@ fin_infra/analytics/rebalancing.py,sha256=VM8MgoJofmrCXPK1rbmVqWGB4FauNmHCL5HOEb
 fin_infra/analytics/savings.py,sha256=n3rGNFP8TU5mW-uz9kOuqX_mDiVnDyAeDN06Q7Abotw,7570
 fin_infra/analytics/scenarios.py,sha256=LE_dZVkbxxAx5sxitGhiOhZfWTlYtVbIvS9pEXkijLc,12246
 fin_infra/analytics/spending.py,sha256=wCa8mhtdMTnI3eG9W28ljCgB_AQRVGxkrRA2ZwLi_RQ,26249
-fin_infra/banking/__init__.py,sha256=6brdnsK6ddLhypk4h0sblM1yv6BkQ46Nyq8Zvf5AewY,22570
+fin_infra/banking/__init__.py,sha256=5yB_Pi8cnlKzbJu1JiwtaismVFJXrBU7tmThZJ76Pqc,22499
 fin_infra/banking/history.py,sha256=2C3R9rZMYSyPtR0oe-kCZ14SMhPAy_M9v_Xc5XzBVLs,10618
 fin_infra/banking/utils.py,sha256=mCDwU34SpwTqeXoDYhNGAUqxooVxW6TAtqYorzFmPfQ,15341
 fin_infra/brokerage/__init__.py,sha256=8-q1NfKZW9fUQ_2_49Vc19sskZkmHo67TJ5GQDcXqTQ,17259
@@ -43,7 +43,7 @@ fin_infra/chat/planning.py,sha256=eKUW6VDHJS-xQTks7bgjNQaO32Fr5gA_oP5NLt2y5Zs,19
 fin_infra/cli/__init__.py,sha256=7M8gKULnui4__9kXRKRHgETuFwZlacK9xrq5rSZ31CM,376
 fin_infra/cli/cmds/__init__.py,sha256=BvL3wRoUl3cO5wesv1Cqoatup7VeYMhq82tS19iNZHE,136
 fin_infra/cli/cmds/scaffold_cmds.py,sha256=SwNE8AnszmsjyUXDpmn-bauQx8HAQB_fw-6er2QaTCU,7655
-fin_infra/clients/__init__.py,sha256=EiKkAW8WY5dWtu7DDmpf3DBNcjJArxcQnE_wTAtVRho,129
+fin_infra/clients/__init__.py,sha256=CL_NUNxLAKFvG7wL_F-rAhUucp6pm0sNHVtvCzVvLcw,708
 fin_infra/clients/base.py,sha256=K5nI4GJzT36oUUYGynV3b4eywJdTTa5EX26QK7XdTcc,970
 fin_infra/clients/plaid.py,sha256=jwcLdQe0G7afLO5JH5jsBosE4iz_cFsb04I8_hCbIb0,807
 fin_infra/compliance/__init__.py,sha256=IpeFi0ztw619Etvq2ln6kYFVwr6OrcVX6W7n5Mh3Nf4,5222
@@ -92,7 +92,7 @@ fin_infra/investments/scaffold_templates/__init__.py,sha256=iR0oiAzXFYXHBnVJjaEn
 fin_infra/investments/scaffold_templates/models.py.tmpl,sha256=5inP5-jw-qEfPYxSN71tn4AojZ9PesOIeuHTw181N-c,5849
 fin_infra/investments/scaffold_templates/repository.py.tmpl,sha256=XwOEpQZfuXut1WLiq-GSSvv0oX0iYCW54eJNL0Cav94,14656
 fin_infra/investments/scaffold_templates/schemas.py.tmpl,sha256=knWmn-Kyr7AdgPD4ZPMb6T49ZuPXeuOMqmjYNyA0CA0,5451
-fin_infra/markets/__init__.py,sha256=NWIHMchN4tndjAsxvd8KMnu-pmVaW8Qc0Qu1ooqIZXY,9828
+fin_infra/markets/__init__.py,sha256=_cZGIdaRVZyurVDdqSFpvAgQZbpN2Dq6HvU42xqv66w,9867
 fin_infra/models/__init__.py,sha256=q3SkGzDGFkoAMxwqJw8i4cHWt5NGU5ypjOgntxDGVKo,860
 fin_infra/models/accounts.py,sha256=ExQimE2O5dyugFMW7nCboWbWcaX3Nnl5Gg-B1XLSdIk,1138
 fin_infra/models/brokerage.py,sha256=z6Zyf0N5zmmXtrN2y_4fNmtIP5wNq40H8lrHLBwY7rc,8311
@@ -102,7 +102,7 @@ fin_infra/models/money.py,sha256=5BX8IQZkrNtjjnGIQAK2tyKnVim0R-yc1F_EBxUhcr0,400
 fin_infra/models/quotes.py,sha256=_2cDJS8_RLo4tLpJlqWd32J8uFNP0bbf1V_0u3NuLwo,543
 fin_infra/models/tax.py,sha256=lhNVIW650CdtpfgmSyMMJdojV7QnpHOUFQKiwMLTT4A,15656
 fin_infra/models/transactions.py,sha256=NtIHk3RDM58wYHQiHNOsvU5K6lgpfZodrL7scDRKP6E,865
-fin_infra/net_worth/__init__.py,sha256=EjEuHNg8gEfFwbfko1-o5j-gSUZ2FcO9h7l05C-zAJM,3101
+fin_infra/net_worth/__init__.py,sha256=4LzVM2Y0OkBlZoD5FUAbLwtORp1okYcsYc4zj0P8C7k,3452
 fin_infra/net_worth/add.py,sha256=QWfHIHJs2CV99WRBqjQ2OteiOrn5cR9nurmxTF9v5rg,23191
 fin_infra/net_worth/aggregator.py,sha256=9Kx2vUR71QwqYZdGaCfmYrJ1hNxzd1EEuAdWJoNjqTI,12780
 fin_infra/net_worth/calculator.py,sha256=SQJGJDok5HgvoAhKBxeeqt8vhGMchABU3zPmNRpqNy4,13139
@@ -128,7 +128,7 @@ fin_infra/providers/__init__.py,sha256=jxhQm79T6DVXf7Wpy7luL-p50cE_IMUbjt4o3apzJ
 fin_infra/providers/banking/base.py,sha256=KeNU4ur3zLKHVsBF1LQifcs2AKX06IEE-Rx_SetFeAs,102
 fin_infra/providers/banking/plaid_client.py,sha256=LiBIwQLJp-5bA98oEQtTZpkQMC7kwhShq0mPATa9wD8,6520
 fin_infra/providers/banking/teller_client.py,sha256=QmrsBlk3_rHT-pTQPrIAA74kjIjcgdi-gOb8NA3oBO8,10268
-fin_infra/providers/base.py,sha256=_EmC37Bt8LA2JmVxMIy2poJyQsuD6FpAawkHPreq0M8,6678
+fin_infra/providers/base.py,sha256=B2YTKU_NWk1opAV1fxT5y_3wYmm1ezF2QbzWpUP74CM,7695
 fin_infra/providers/brokerage/alpaca.py,sha256=M8Z2i6dY9mgrU4-SDei2nYRKgbxHuPDMHubMb7ZMbEY,9920
 fin_infra/providers/brokerage/base.py,sha256=JJFH0Cqca4Rg4rmxfiwcQt-peRoBf4JpG3g6jx8DVks,106
 fin_infra/providers/credit/experian.py,sha256=r7lpFecgOdNEhb_Lxz2Z-BG8R3p2n0XlqDKL7y8NZ-0,482
@@ -173,8 +173,8 @@ fin_infra/utils/__init__.py,sha256=gKacLSWMAis--pasd8AuVN7ap0e9Z1TjRGur0J23EDo,6
 fin_infra/utils/http.py,sha256=pvcxbNQ9oisoGPkNe3xX9aAgWzEN6mmdtr1w-L02Xj8,629
 fin_infra/utils/retry.py,sha256=ISBrup5XCuXqHZh9kjTGvGQYcuyYyqZE4u26wW7r3CM,1030
 fin_infra/version.py,sha256=4t_crzhrLum--oyowUMxtjBTzUtWp7oRTF22ewEvJG4,49
-fin_infra-0.1.79.dist-info/LICENSE,sha256=wK-Ya7Ylxa38dSIZRhvNj1ZVLIrHC-BAI8v38PNADiA,1061
-fin_infra-0.1.79.dist-info/METADATA,sha256=Trn15dKjdC6z3cG_1jxiJJIPBncm65HpuHRXCqJ7Gjc,10479
-fin_infra-0.1.79.dist-info/WHEEL,sha256=IYZQI976HJqqOpQU6PHkJ8fb3tMNBFjg-Cn-pwAbaFM,88
-fin_infra-0.1.79.dist-info/entry_points.txt,sha256=Sr1uikvALZMeKm-DIkeKG4L9c4SNqysXGO_IRF8_9eU,53
-fin_infra-0.1.79.dist-info/RECORD,,
+fin_infra-0.1.80.dist-info/LICENSE,sha256=wK-Ya7Ylxa38dSIZRhvNj1ZVLIrHC-BAI8v38PNADiA,1061
+fin_infra-0.1.80.dist-info/METADATA,sha256=9eljCnpLxJO-6qbAsTCM2IM93N7nt0iLNHM3Cbmq-60,10479
+fin_infra-0.1.80.dist-info/WHEEL,sha256=IYZQI976HJqqOpQU6PHkJ8fb3tMNBFjg-Cn-pwAbaFM,88
+fin_infra-0.1.80.dist-info/entry_points.txt,sha256=Sr1uikvALZMeKm-DIkeKG4L9c4SNqysXGO_IRF8_9eU,53
+fin_infra-0.1.80.dist-info/RECORD,,