fin-infra 0.1.79__py3-none-any.whl → 0.1.81__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/banking/history.py

@@ -42,7 +42,7 @@ from __future__ import annotations
 import logging
 import os
 from datetime import date, datetime, timedelta
-from typing import List, Optional
+from typing import Optional
 from pydantic import BaseModel, Field, ConfigDict
 
 
@@ -59,7 +59,7 @@ _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] = []
+_balance_snapshots: list[BalanceSnapshot] = []
 _production_warning_logged = False
 
 
@@ -157,7 +157,7 @@ def get_balance_history(
     days: int = 90,
     start_date: Optional[date] = None,
     end_date: Optional[date] = None,
-) -> List[BalanceSnapshot]:
+) -> list[BalanceSnapshot]:
     """Get balance history for an account.
 
     Retrieves balance snapshots for the specified account within a date range.
@@ -216,8 +216,8 @@ 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:

fin_infra/banking/utils.py

@@ -9,7 +9,7 @@ from __future__ import annotations
 
 import re
 from datetime import datetime, timezone
-from typing import Any, Dict, Optional, Literal
+from typing import Any, Optional, Literal
 from pydantic import BaseModel, ConfigDict, Field
 
 from ..providers.base import BankingProvider
@@ -179,7 +179,7 @@ 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 +257,7 @@ 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 +298,10 @@ 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).
 
@@ -335,9 +335,9 @@ def mark_connection_unhealthy(
 
 
 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).
 
@@ -368,7 +368,7 @@ def mark_connection_healthy(
 
 
 def get_primary_access_token(
-    banking_providers: Dict[str, Any],
+    banking_providers: dict[str, Any],
 ) -> tuple[Optional[str], Optional[str]]:
     """
     Get the primary access token and provider name.
@@ -437,7 +437,7 @@ 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.
 

fin_infra/budgets/alerts.py

@@ -35,7 +35,7 @@ Example:
 from __future__ import annotations
 
 from datetime import datetime
-from typing import TYPE_CHECKING, List, Optional
+from typing import TYPE_CHECKING, Optional
 
 from fin_infra.budgets.models import (
     AlertSeverity,
@@ -52,7 +52,7 @@ async def check_budget_alerts(
     budget_id: str,
     tracker: BudgetTracker,
     thresholds: Optional[dict[str, float]] = None,
-) -> List[BudgetAlert]:
+) -> list[BudgetAlert]:
     """
     Check budget for alerts (overspending, approaching limits, unusual patterns).
 
@@ -111,7 +111,7 @@ async def check_budget_alerts(
     # Get budget progress
     progress = await tracker.get_budget_progress(budget_id)
 
-    alerts: List[BudgetAlert] = []
+    alerts: list[BudgetAlert] = []
 
     # Check each category for alerts
     for category in progress.categories:

fin_infra/budgets/tracker.py

@@ -36,7 +36,7 @@ from __future__ import annotations
 
 import uuid
 from datetime import datetime, timedelta
-from typing import TYPE_CHECKING, List, Optional
+from typing import TYPE_CHECKING, Optional
 
 from sqlalchemy.ext.asyncio import async_sessionmaker
 
@@ -206,7 +206,7 @@ class BudgetTracker:
         self,
         user_id: str,
         type: Optional[str] = None,
-    ) -> List[Budget]:
+    ) -> list[Budget]:
         """
         Get all budgets for a user.
 

fin_infra/cashflows/core.py

@@ -1,6 +1,6 @@
 from __future__ import annotations
 
-from typing import Iterable
+from collections.abc import Iterable
 
 import numpy as np
 import numpy_financial as npf

fin_infra/categorization/llm_layer.py

@@ -15,7 +15,7 @@ Expected performance:
 
 import hashlib
 import logging
-from typing import Any, List, Optional, Tuple, cast
+from typing import Any, Optional, cast
 from pydantic import BaseModel, Field
 
 # ai-infra imports
@@ -40,7 +40,7 @@ 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"),

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

@@ -1,6 +1,6 @@
 from __future__ import annotations
 
-from typing import Sequence
+from collections.abc import Sequence
 
 from .base import BankingClient
 from ..models import Account

fin_infra/compliance/__init__.py

@@ -21,7 +21,8 @@ from __future__ import annotations
 
 import logging
 from datetime import datetime
-from typing import Any, Callable, TYPE_CHECKING, cast
+from typing import Any, TYPE_CHECKING, cast
+from collections.abc import Callable
 
 if TYPE_CHECKING:
     from fastapi import FastAPI, Request, Response

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
@@ -32,7 +32,7 @@ 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(

fin_infra/documents/models.py

@@ -31,7 +31,7 @@ from __future__ import annotations
 
 from datetime import datetime
 from enum import Enum
-from typing import Dict, List, Optional
+from typing import Optional
 
 from pydantic import BaseModel, ConfigDict, Field
 from svc_infra.documents import Document as BaseDocument
@@ -145,7 +145,7 @@ class OCRResult(BaseModel):
     confidence: float = Field(
         ..., description="Overall OCR confidence score (0.0-1.0)", ge=0.0, le=1.0
     )
-    fields_extracted: Dict[str, str] = Field(
+    fields_extracted: dict[str, str] = Field(
         default_factory=dict,
         description="Structured fields extracted from document (names, amounts, dates)",
     )
@@ -181,10 +181,10 @@ class DocumentAnalysis(BaseModel):
 
     document_id: str = Field(..., description="Document that was analyzed")
     summary: str = Field(..., description="High-level document summary")
-    key_findings: List[str] = Field(
+    key_findings: list[str] = Field(
         default_factory=list, description="Important facts extracted from document"
     )
-    recommendations: List[str] = Field(
+    recommendations: list[str] = Field(
         default_factory=list, description="Action items or suggestions based on document content"
     )
     analysis_date: datetime = Field(

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, Optional
 
 if TYPE_CHECKING:
     from svc_infra.storage.base import StorageBackend
@@ -33,7 +33,7 @@ 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(

fin_infra/documents/storage.py

@@ -36,7 +36,7 @@ Quick Start:
 
 from __future__ import annotations
 
-from typing import TYPE_CHECKING, List, Optional
+from typing import TYPE_CHECKING, Optional
 
 try:
     from svc_infra.documents import (
@@ -242,7 +242,7 @@ def list_documents(
     tax_year: Optional[int] = 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/goals/add.py

@@ -29,7 +29,7 @@ add_goals(app)
 
 import logging
 from datetime import datetime
-from typing import Any, List, Optional, cast
+from typing import Any, Optional, cast
 
 from fastapi import FastAPI, HTTPException, status, Query, Body
 from pydantic import BaseModel, Field
@@ -89,7 +89,7 @@ class CreateGoalRequest(BaseModel):
     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")
+    tags: Optional[list[str]] = Field(None, description="Goal tags")
 
 
 class UpdateGoalRequest(BaseModel):
@@ -102,7 +102,7 @@ class UpdateGoalRequest(BaseModel):
     current_amount: Optional[float] = Field(None, ge=0)
     status: Optional[GoalStatus] = None
     auto_contribute: Optional[bool] = None
-    tags: Optional[List[str]] = None
+    tags: Optional[list[str]] = None
 
 
 class AddMilestoneRequest(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(
             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]:
+    ) -> 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.
 
@@ -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
 
 # 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/investments/models.py

@@ -20,7 +20,7 @@ from __future__ import annotations
 from datetime import date
 from decimal import Decimal
 from enum import Enum
-from typing import TYPE_CHECKING, Dict, List, Optional
+from typing import TYPE_CHECKING, Optional
 
 from pydantic import BaseModel, ConfigDict, Field, computed_field
 
@@ -374,12 +374,12 @@ class InvestmentAccount(BaseModel):
     subtype: Optional[str] = Field(None, description="Account subtype (401k, ira, brokerage)")
 
     # Balances
-    balances: Dict[str, Optional[Decimal]] = Field(
+    balances: dict[str, Optional[Decimal]] = Field(
         ..., description="Current, available, and limit balances"
     )
 
     # Holdings
-    holdings: List[Holding] = Field(default_factory=list, description="List of holdings in account")
+    holdings: list[Holding] = Field(default_factory=list, description="List of holdings in account")
 
     if TYPE_CHECKING:
 
@@ -487,11 +487,11 @@ class AssetAllocation(BaseModel):
         },
     )
 
-    by_security_type: Dict[SecurityType, float] = Field(
+    by_security_type: dict[SecurityType, float] = Field(
         default_factory=dict,
         description="Percentage breakdown by security type (equity, bond, etc.)",
     )
-    by_sector: Dict[str, float] = Field(
+    by_sector: dict[str, float] = Field(
         default_factory=dict,
         description="Percentage breakdown by sector (Technology, Healthcare, etc.)",
     )

fin_infra/investments/providers/base.py

@@ -4,7 +4,7 @@ from __future__ import annotations
 
 from abc import ABC, abstractmethod
 from datetime import date
-from typing import List, Optional
+from typing import Optional
 
 # Import will work once models.py is fully implemented in Task 3
 # For now, using TYPE_CHECKING to avoid circular imports
@@ -30,8 +30,8 @@ class InvestmentProvider(ABC):
 
     @abstractmethod
     async def get_holdings(
-        self, access_token: str, account_ids: Optional[List[str]] = None
-    ) -> List[Holding]:
+        self, access_token: str, account_ids: Optional[list[str]] = None
+    ) -> list[Holding]:
         """Fetch holdings for investment accounts.
 
         Args:
@@ -54,8 +54,8 @@ class InvestmentProvider(ABC):
         access_token: str,
         start_date: date,
         end_date: date,
-        account_ids: Optional[List[str]] = None,
-    ) -> List[InvestmentTransaction]:
+        account_ids: Optional[list[str]] = None,
+    ) -> list[InvestmentTransaction]:
         """Fetch investment transactions within date range.
 
         Args:
@@ -77,7 +77,7 @@ class InvestmentProvider(ABC):
         pass
 
     @abstractmethod
-    async def get_securities(self, access_token: str, security_ids: List[str]) -> List[Security]:
+    async def get_securities(self, access_token: str, security_ids: list[str]) -> list[Security]:
         """Fetch security details (ticker, name, type, current price).
 
         Args:
@@ -95,7 +95,7 @@ class InvestmentProvider(ABC):
         pass
 
     @abstractmethod
-    async def get_investment_accounts(self, access_token: str) -> List[InvestmentAccount]:
+    async def get_investment_accounts(self, access_token: str) -> list[InvestmentAccount]:
         """Fetch investment accounts with aggregated holdings.
 
         Args:
@@ -113,7 +113,7 @@ class InvestmentProvider(ABC):
 
     # Helper methods (concrete - shared across all providers)
 
-    def calculate_allocation(self, holdings: List[Holding]) -> AssetAllocation:
+    def calculate_allocation(self, holdings: list[Holding]) -> AssetAllocation:
         """Calculate asset allocation by security type and sector.
 
         Groups holdings by security type (equity, bond, ETF, etc.) and calculates
@@ -183,7 +183,7 @@ class InvestmentProvider(ABC):
             cash_percent=cash_percent,
         )
 
-    def calculate_portfolio_metrics(self, holdings: List[Holding]) -> dict:
+    def calculate_portfolio_metrics(self, holdings: list[Holding]) -> dict:
         """Calculate total value, cost basis, unrealized gain/loss.
 
         Aggregates holdings to calculate portfolio-level metrics.

fin_infra/investments/providers/plaid.py

@@ -10,7 +10,7 @@ from __future__ import annotations
 
 from datetime import date
 from decimal import Decimal
-from typing import Any, Dict, List, Optional, cast
+from typing import Any, Optional, cast
 
 try:
     from plaid.api import plaid_api
@@ -131,8 +131,8 @@ class PlaidInvestmentProvider(InvestmentProvider):
         return cast(str, hosts.get(environment.lower(), plaid.Environment.Sandbox))
 
     async def get_holdings(
-        self, access_token: str, account_ids: Optional[List[str]] = None
-    ) -> List[Holding]:
+        self, access_token: str, account_ids: Optional[list[str]] = None
+    ) -> list[Holding]:
         """Fetch investment holdings from Plaid.
 
         Retrieves holdings with security details, quantity, cost basis, and current value.
@@ -189,8 +189,8 @@ class PlaidInvestmentProvider(InvestmentProvider):
         access_token: str,
         start_date: date,
         end_date: date,
-        account_ids: Optional[List[str]] = None,
-    ) -> List[InvestmentTransaction]:
+        account_ids: Optional[list[str]] = None,
+    ) -> list[InvestmentTransaction]:
         """Fetch investment transactions from Plaid.
 
         Retrieves buy/sell/dividend transactions within the specified date range.
@@ -252,7 +252,7 @@ class PlaidInvestmentProvider(InvestmentProvider):
         except ApiException as e:
             raise self._transform_error(e)
 
-    async def get_securities(self, access_token: str, security_ids: List[str]) -> List[Security]:
+    async def get_securities(self, access_token: str, security_ids: list[str]) -> list[Security]:
         """Fetch security details from Plaid holdings.
 
         Note: Plaid doesn't have a dedicated securities endpoint.
@@ -290,7 +290,7 @@ class PlaidInvestmentProvider(InvestmentProvider):
         except ApiException as e:
             raise self._transform_error(e)
 
-    async def get_investment_accounts(self, access_token: str) -> List[InvestmentAccount]:
+    async def get_investment_accounts(self, access_token: str) -> list[InvestmentAccount]:
         """Fetch investment accounts with aggregated holdings.
 
         Returns accounts with total value, cost basis, and unrealized P&L.
@@ -321,7 +321,7 @@ class PlaidInvestmentProvider(InvestmentProvider):
             }
 
             # Group holdings by account
-            accounts_map: Dict[str, Dict[str, Any]] = {}
+            accounts_map: dict[str, dict[str, Any]] = {}
             for plaid_holding in response.holdings:
                 holding_dict = plaid_holding.to_dict()
                 account_id = holding_dict["account_id"]
@@ -373,7 +373,7 @@ class PlaidInvestmentProvider(InvestmentProvider):
 
     # Helper methods for data transformation
 
-    def _transform_security(self, plaid_security: Dict[str, Any]) -> Security:
+    def _transform_security(self, plaid_security: dict[str, Any]) -> Security:
         """Transform Plaid security data to Security model."""
         # Handle close_price - Plaid may return None for securities without recent pricing
         close_price_raw = plaid_security.get("close_price")
@@ -394,7 +394,7 @@ class PlaidInvestmentProvider(InvestmentProvider):
             currency=plaid_security.get("iso_currency_code", "USD"),
         )
 
-    def _transform_holding(self, plaid_holding: Dict[str, Any], security: Security) -> Holding:
+    def _transform_holding(self, plaid_holding: dict[str, Any], security: Security) -> Holding:
         """Transform Plaid holding data to Holding model."""
         return Holding(
             account_id=plaid_holding["account_id"],
@@ -410,7 +410,7 @@ class PlaidInvestmentProvider(InvestmentProvider):
         )
 
     def _transform_transaction(
-        self, plaid_transaction: Dict[str, Any], security: Security
+        self, plaid_transaction: dict[str, Any], security: Security
     ) -> InvestmentTransaction:
         """Transform Plaid investment transaction to InvestmentTransaction model."""
         # Map Plaid transaction type to our enum

fin_infra/investments/providers/snaptrade.py

@@ -11,7 +11,7 @@ from __future__ import annotations
 
 from datetime import date
 from decimal import Decimal
-from typing import Any, Dict, List, Optional, cast
+from typing import Any, Optional, cast
 
 import httpx
 
@@ -93,7 +93,7 @@ class SnapTradeInvestmentProvider(InvestmentProvider):
             timeout=30.0,
         )
 
-    def _auth_headers(self, user_id: str, user_secret: str) -> Dict[str, str]:
+    def _auth_headers(self, user_id: str, user_secret: str) -> dict[str, str]:
         """Build authentication headers for SnapTrade API requests.
 
         SECURITY: User secrets are passed in headers, NOT URL params.
@@ -115,8 +115,8 @@ class SnapTradeInvestmentProvider(InvestmentProvider):
     async def get_holdings(
         self,
         access_token: str,
-        account_ids: Optional[List[str]] = None,
-    ) -> List[Holding]:
+        account_ids: Optional[list[str]] = None,
+    ) -> list[Holding]:
         """Fetch investment holdings from SnapTrade.
 
         Note: SnapTrade uses user_id + user_secret, passed as access_token in format "user_id:user_secret"
@@ -178,8 +178,8 @@ class SnapTradeInvestmentProvider(InvestmentProvider):
         access_token: str,
         start_date: date,
         end_date: date,
-        account_ids: Optional[List[str]] = None,
-    ) -> List[InvestmentTransaction]:
+        account_ids: Optional[list[str]] = None,
+    ) -> list[InvestmentTransaction]:
         """Fetch investment transactions from SnapTrade.
 
         Args:
@@ -246,7 +246,7 @@ class SnapTradeInvestmentProvider(InvestmentProvider):
         except Exception as e:
             raise ValueError(f"SnapTrade API error: {str(e)}")
 
-    async def get_securities(self, access_token: str, security_ids: List[str]) -> List[Security]:
+    async def get_securities(self, access_token: str, security_ids: list[str]) -> list[Security]:
         """Fetch security details from SnapTrade positions.
 
         Note: SnapTrade doesn't have a dedicated securities endpoint.
@@ -284,7 +284,7 @@ class SnapTradeInvestmentProvider(InvestmentProvider):
         except Exception as e:
             raise ValueError(f"SnapTrade API error: {str(e)}")
 
-    async def get_investment_accounts(self, access_token: str) -> List[InvestmentAccount]:
+    async def get_investment_accounts(self, access_token: str) -> list[InvestmentAccount]:
         """Fetch investment accounts with aggregated holdings.
 
         Returns accounts with total value, cost basis, and unrealized P&L.
@@ -358,7 +358,7 @@ class SnapTradeInvestmentProvider(InvestmentProvider):
         except Exception as e:
             raise ValueError(f"SnapTrade API error: {str(e)}")
 
-    async def list_connections(self, access_token: str) -> List[Dict[str, Any]]:
+    async def list_connections(self, access_token: str) -> list[dict[str, Any]]:
         """List brokerage connections for a user.
 
         Returns which brokerages the user has connected (E*TRADE, Robinhood, etc.).
@@ -388,7 +388,7 @@ class SnapTradeInvestmentProvider(InvestmentProvider):
         except Exception as e:
             raise ValueError(f"SnapTrade API error: {str(e)}")
 
-    def get_brokerage_capabilities(self, brokerage_name: str) -> Dict[str, Any]:
+    def get_brokerage_capabilities(self, brokerage_name: str) -> dict[str, Any]:
         """Get capabilities for a specific brokerage.
 
         Important: Robinhood is READ-ONLY (no trading support).
@@ -480,7 +480,7 @@ class SnapTradeInvestmentProvider(InvestmentProvider):
         except ValueError:
             raise ValueError("Invalid access_token format. Expected 'user_id:user_secret'")
 
-    def _transform_holding(self, snaptrade_position: Dict[str, Any], account_id: str) -> Holding:
+    def _transform_holding(self, snaptrade_position: dict[str, Any], account_id: str) -> Holding:
         """Transform SnapTrade position data to Holding model."""
         symbol_data = snaptrade_position.get("symbol", {})
 
@@ -510,7 +510,7 @@ class SnapTradeInvestmentProvider(InvestmentProvider):
         )
 
     def _transform_transaction(
-        self, snaptrade_tx: Dict[str, Any], account_id: str
+        self, snaptrade_tx: dict[str, Any], account_id: str
     ) -> InvestmentTransaction:
         """Transform SnapTrade transaction to InvestmentTransaction model."""
         symbol_data = snaptrade_tx.get("symbol", {})

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/obs/classifier.py

@@ -37,7 +37,7 @@ Usage:
 
 from __future__ import annotations
 
-from typing import Callable
+from collections.abc import Callable
 
 # Financial capability prefix patterns (extensible)
 FINANCIAL_ROUTE_PREFIXES = (

fin_infra/providers/base.py

@@ -1,9 +1,34 @@
+"""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 typing import Any
+from collections.abc import Iterable, Sequence
 
-from ..models import Quote, Candle
+from ..models import Candle, Quote
 
 
 class MarketDataProvider(ABC):

fin_infra/providers/market/alphavantage.py

@@ -8,7 +8,7 @@ from __future__ import annotations
 
 import os
 import time
-from typing import Sequence
+from collections.abc import Sequence
 from decimal import Decimal
 from datetime import datetime, timezone
 

fin_infra/providers/market/yahoo.py

@@ -10,7 +10,7 @@ For production, consider Alpha Vantage or other official providers.
 
 from __future__ import annotations
 
-from typing import Sequence
+from collections.abc import Sequence
 from decimal import Decimal
 from datetime import datetime, timezone
 

fin_infra/recurring/summary.py

@@ -33,7 +33,7 @@ Integration with svc-infra:
 
 from __future__ import annotations
 
-from typing import List, Dict, Optional
+from typing import Optional
 from datetime import datetime
 from collections import defaultdict
 
@@ -121,16 +121,16 @@ class RecurringSummary(BaseModel):
     user_id: str = Field(..., description="User identifier")
     total_monthly_cost: float = Field(..., description="Total monthly recurring expenses")
     total_monthly_income: float = Field(0.0, description="Total monthly recurring income")
-    subscriptions: List[RecurringItem] = Field(
+    subscriptions: list[RecurringItem] = Field(
         default_factory=list, description="List of recurring expense items"
     )
-    recurring_income: List[RecurringItem] = Field(
+    recurring_income: list[RecurringItem] = Field(
         default_factory=list, description="List of recurring income items"
     )
-    by_category: Dict[str, float] = Field(
+    by_category: dict[str, float] = Field(
         default_factory=dict, description="Monthly cost grouped by category"
     )
-    cancellation_opportunities: List[CancellationOpportunity] = Field(
+    cancellation_opportunities: list[CancellationOpportunity] = Field(
         default_factory=list, description="Potential subscriptions to cancel"
     )
     generated_at: str = Field(
@@ -165,8 +165,8 @@ def _calculate_monthly_cost(amount: float, cadence: str) -> float:
 
 
 def _identify_cancellation_opportunities(
-    subscriptions: List[RecurringItem],
-) -> List[CancellationOpportunity]:
+    subscriptions: list[RecurringItem],
+) -> list[CancellationOpportunity]:
     """Identify potential cancellation opportunities from subscriptions.
 
     Looks for:
@@ -183,7 +183,7 @@ def _identify_cancellation_opportunities(
     opportunities = []
 
     # Group by category
-    by_category: Dict[str, List[RecurringItem]] = defaultdict(list)
+    by_category: dict[str, list[RecurringItem]] = defaultdict(list)
     for sub in subscriptions:
         by_category[sub.category].append(sub)
 
@@ -253,8 +253,8 @@ def _identify_cancellation_opportunities(
 
 def get_recurring_summary(
     user_id: str,
-    patterns: List[RecurringPattern],
-    category_map: Optional[Dict[str, str]] = None,
+    patterns: list[RecurringPattern],
+    category_map: Optional[dict[str, str]] = None,
 ) -> RecurringSummary:
     """Generate a comprehensive recurring transaction summary for a user.
 
@@ -283,7 +283,7 @@ def get_recurring_summary(
     """
     subscriptions = []
     recurring_income = []
-    by_category: Dict[str, float] = defaultdict(float)
+    by_category: dict[str, float] = defaultdict(float)
 
     for pattern in patterns:
         # Determine amount (use fixed amount or average of range)

fin_infra/scaffold/budgets.py

@@ -19,7 +19,7 @@ Typical usage:
 from __future__ import annotations
 
 from pathlib import Path
-from typing import Any, Dict, List, Optional
+from typing import Any, Optional
 
 # Use svc-infra's scaffold utilities to avoid duplication
 from svc_infra.utils import render_template, write, ensure_init_py
@@ -34,7 +34,7 @@ def scaffold_budgets_core(
     models_filename: Optional[str] = None,
     schemas_filename: Optional[str] = None,
     repository_filename: Optional[str] = None,
-) -> Dict[str, Any]:
+) -> dict[str, Any]:
     """Generate budget persistence code from templates.
 
     Args:
@@ -72,7 +72,7 @@ def scaffold_budgets_core(
     subs = _generate_substitutions(include_tenant, include_soft_delete)
 
     # Track all file operations
-    files: List[Dict[str, Any]] = []
+    files: list[dict[str, Any]] = []
 
     # Render and write models
     models_content = render_template("fin_infra.budgets.scaffold_templates", "models.py.tmpl", subs)
@@ -114,7 +114,7 @@ def scaffold_budgets_core(
 def _generate_substitutions(
     include_tenant: bool,
     include_soft_delete: bool,
-) -> Dict[str, str]:
+) -> dict[str, str]:
     """Generate template variable substitutions for budgets.
 
     Args:

fin_infra/scaffold/goals.py

@@ -17,7 +17,7 @@ Typical usage:
 """
 
 from pathlib import Path
-from typing import Any, Dict
+from typing import Any
 
 from svc_infra.utils import (
     render_template,
@@ -29,7 +29,7 @@ from svc_infra.utils import (
 def _generate_substitutions(
     include_tenant: bool = False,
     include_soft_delete: bool = False,
-) -> Dict[str, str]:
+) -> dict[str, str]:
     """
     Generate template substitutions for goals domain.
 
@@ -49,7 +49,7 @@ def _generate_substitutions(
     Returns:
         Dict mapping variable names to their substitution values
     """
-    subs: Dict[str, str] = {
+    subs: dict[str, str] = {
         "Entity": "Goal",
         "entity": "goal",
         "table_name": "goals",
@@ -173,7 +173,7 @@ def scaffold_goals_core(
     models_filename: str = "goal.py",
     schemas_filename: str = "goal_schemas.py",
     repository_filename: str = "goal_repository.py",
-) -> Dict[str, Any]:
+) -> dict[str, Any]:
     """
     Scaffold goals domain files: models, schemas, repository (optional), and __init__.py.
 

fin_infra/security/encryption.py

@@ -7,7 +7,7 @@ Encrypt/decrypt financial provider API tokens at rest.
 import base64
 import json
 import os
-from typing import Any, Dict, Optional, cast
+from typing import Any, Optional, cast
 
 from cryptography.fernet import Fernet, InvalidToken
 
@@ -64,7 +64,7 @@ class ProviderTokenEncryption:
             raise ValueError(f"Invalid encryption key: {e}") from e
 
     def encrypt(
-        self, token: str, context: Optional[Dict[str, Any]] = None, key_id: Optional[str] = None
+        self, token: str, context: Optional[dict[str, Any]] = None, key_id: Optional[str] = None
     ) -> str:
         """
         Encrypt provider token with optional context.
@@ -104,7 +104,7 @@ class ProviderTokenEncryption:
     def decrypt(
         self,
         encrypted_token: str,
-        context: Optional[Dict[str, Any]] = None,
+        context: Optional[dict[str, Any]] = None,
         verify_context: bool = True,
     ) -> str:
         """
@@ -154,7 +154,7 @@ class ProviderTokenEncryption:
             raise ValueError(f"Decryption failed: {e}") from e
 
     def rotate_key(
-        self, encrypted_token: str, new_key: bytes, context: Optional[Dict[str, Any]] = None
+        self, encrypted_token: str, new_key: bytes, context: Optional[dict[str, Any]] = None
     ) -> str:
         """
         Re-encrypt token with new key (for key rotation).

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 typing import TypeVar
+from collections.abc import Awaitable, Callable, Iterable
 
 from fin_infra.exceptions import RetryError
 

{fin_infra-0.1.79.dist-info → fin_infra-0.1.81.dist-info}/METADATA

@@ -1,6 +1,6 @@
 Metadata-Version: 2.3
 Name: fin-infra
-Version: 0.1.79
+Version: 0.1.81
 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-0.1.81.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
@@ -11,13 +11,13 @@ 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/history.py,sha256=2C3R9rZMYSyPtR0oe-kCZ14SMhPAy_M9v_Xc5XzBVLs,10618
-fin_infra/banking/utils.py,sha256=mCDwU34SpwTqeXoDYhNGAUqxooVxW6TAtqYorzFmPfQ,15341
+fin_infra/banking/__init__.py,sha256=5yB_Pi8cnlKzbJu1JiwtaismVFJXrBU7tmThZJ76Pqc,22499
+fin_infra/banking/history.py,sha256=71Q5jHzPCmRdMKQBKPY9KQuis599AAh9DUu0lYo0S5M,10612
+fin_infra/banking/utils.py,sha256=TcNTI2ujqqYGNCwoCBsICnaYwGRs2YRjGzlqVU_iy0M,15335
 fin_infra/brokerage/__init__.py,sha256=8-q1NfKZW9fUQ_2_49Vc19sskZkmHo67TJ5GQDcXqTQ,17259
 fin_infra/budgets/__init__.py,sha256=V6euagDkFHvWyjHeI64fxfddhOHDlIWwOc-PnTyyQb4,3986
 fin_infra/budgets/add.py,sha256=tdfNXD9deEEzy0xCRbTwbx70SX9wiJkWj0Huk_uCjFg,13584
-fin_infra/budgets/alerts.py,sha256=i0lQa3mLWuLQorWL-77VKhXQG2F_0U1cpdZnK3g1y3M,9720
+fin_infra/budgets/alerts.py,sha256=KlK3r2qPzMw4naFMHsFjqkwKDxdj_2b_y-ofD1nldkg,9714
 fin_infra/budgets/ease.py,sha256=vK5O8rvKzzJ1MUiwi7p9egayDFqyB23hPbbEhb1mhXE,8203
 fin_infra/budgets/models.py,sha256=qd6bcjl2cOtFqRtNe1Xso_05cQlGG-4qhBkiTQKchy0,14335
 fin_infra/budgets/scaffold_templates/README.md,sha256=FBtRSrQSkg7Xp8SPiuSmzGR94I2zzjOckb0_vKtcksY,14084
@@ -26,14 +26,14 @@ fin_infra/budgets/scaffold_templates/models.py.tmpl,sha256=rpKhXwnx1gQjV_GGVqs8C
 fin_infra/budgets/scaffold_templates/repository.py.tmpl,sha256=khFgnQnVNnOo8DWYDmYz58MvdeSJpoS9QvTXcGhsa8g,10023
 fin_infra/budgets/scaffold_templates/schemas.py.tmpl,sha256=x5gSQ7Kiuq08tum5joKmeY0ib2r3ekLKk09dFOl0PS0,5658
 fin_infra/budgets/templates.py,sha256=Sbc7RcHXscq34g4t7J8OXM2Kfkt5DHuvqVnFU0Jiddc,12112
-fin_infra/budgets/tracker.py,sha256=mSa4K8_OxV0lZ9hIeBGrNh_5mytMaFDiPxQaehSODSE,16466
+fin_infra/budgets/tracker.py,sha256=gF68a6sivdSfVDZanSwdGdhEcg6SEic0K_rO9ed7lvI,16460
 fin_infra/cashflows/__init__.py,sha256=Tdaa83y3sc38ndNJwg9gsKfUQNpIdQQPUS3GPK2ZurY,8517
-fin_infra/cashflows/core.py,sha256=Or0hPqCvY_ypV0YiMXh-mle6xWK0tE8WuPPAqHGUp8E,532
+fin_infra/cashflows/core.py,sha256=YWvF0DVOfBkvO_MuDODjE-V_g52H2ixFRH_TjMXExDE,541
 fin_infra/categorization/__init__.py,sha256=efLje12AW-ec9Vs5ynb41r4XCIWx5a-Z9WoGb3kQdIE,2030
 fin_infra/categorization/add.py,sha256=JDOvxngh-7oWHTddOyP4GAse9vLuxSTfoIhrDKUHOKg,6278
 fin_infra/categorization/ease.py,sha256=bomEtJAgwk9uiemNt1rk-IsTjJIhyJn0GJ_c58YEmJs,5836
 fin_infra/categorization/engine.py,sha256=vpwxtQGEbjCMyvzB5EQV2etjHHNOu1R05o99mHP_WZY,12132
-fin_infra/categorization/llm_layer.py,sha256=KbX7o2c-BqWDbPdQXD6qxk98gHRNtEDvf3-Q3kniT9k,12699
+fin_infra/categorization/llm_layer.py,sha256=zJ8yHc78Lrc3TjmpA5krFpeZyoSQRh7SttGb_dSRAqA,12686
 fin_infra/categorization/models.py,sha256=-rGXR0RW2EU_FQ7ZfDWBIXxx8QGJDxeBF9zKGYyVgqY,5931
 fin_infra/categorization/rules.py,sha256=m3OogJY0hJe5BrmZqOvOKS2-HRdW4Y5jvvtlPDn9Pn8,12884
 fin_infra/categorization/taxonomy.py,sha256=qsgo7VJkM6GFBBOaTRHWP82vl5SinRKnMsj4ICarEyQ,13281
@@ -43,10 +43,10 @@ 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/base.py,sha256=K5nI4GJzT36oUUYGynV3b4eywJdTTa5EX26QK7XdTcc,970
-fin_infra/clients/plaid.py,sha256=jwcLdQe0G7afLO5JH5jsBosE4iz_cFsb04I8_hCbIb0,807
-fin_infra/compliance/__init__.py,sha256=IpeFi0ztw619Etvq2ln6kYFVwr6OrcVX6W7n5Mh3Nf4,5222
+fin_infra/clients/__init__.py,sha256=CL_NUNxLAKFvG7wL_F-rAhUucp6pm0sNHVtvCzVvLcw,708
+fin_infra/clients/base.py,sha256=fZebDGIfQQybqeXpFpORlDZ6wSKf33aIAkUUpmyvZrA,979
+fin_infra/clients/plaid.py,sha256=Cj2QNj3xgmPb86wcYg-ZVTPVJ5pXM7qwUgeO8AAWpV4,816
+fin_infra/compliance/__init__.py,sha256=0y3Lx3ai1hhFS2ypvEtBJXEZnEMC0dq30sqHwnqFCeU,5249
 fin_infra/credit/__init__.py,sha256=cwCP_WlrG-0yb_L4zYsuzEsSalcfiCY9ItqXfD7Jx9E,6719
 fin_infra/credit/add.py,sha256=D3btx9pmZ3tF6AYC6P4Y3dYaUuWp7M3FpDrFksxi5uM,8553
 fin_infra/credit/experian/__init__.py,sha256=g3IJGvDOMsnB0er0Uwdvl6hGKKTOazqJxSDnB2oIBm0,761
@@ -59,15 +59,15 @@ fin_infra/crypto/__init__.py,sha256=p-gEoF59XzyV1RouubW4onl5mE62XvXSAw9isMc48qc,
 fin_infra/crypto/insights.py,sha256=cgMsjdrR7vOTKvEDbFCXpS7O7I8dMs1oz6cIbtrJWZI,11393
 fin_infra/documents/__init__.py,sha256=Ub1hbX3PTrBSsBdcbL8PFf6oq8jSH4pYxW45-qOYPqs,1909
 fin_infra/documents/add.py,sha256=dxzhdCsDcVVyTYKrgM30j-Wr0BAG797p4xa4j9UXST8,8118
-fin_infra/documents/analysis.py,sha256=zY5OQEIlq3JLNND_cg2KheFdryUmIecPOR2lR6oKhPw,13992
+fin_infra/documents/analysis.py,sha256=QrRgpqVsV96jOjyJEI05o-hxi-c4AuXi4wLJncDSX68,13986
 fin_infra/documents/ease.py,sha256=YutA7EDYzysH6ppf6iVFhe4v1XOzhmUM3tDwtQPku28,9621
-fin_infra/documents/models.py,sha256=h__Ln3lfQ50F5q3MurpThTrBEnoxJPbc_eL-NwzdZ7E,6877
-fin_infra/documents/ocr.py,sha256=NxVWT4SB8bWK6EGXCWvATejYyIzZLZCh0fDCWT0KZ1Y,9594
-fin_infra/documents/storage.py,sha256=AM2MjVYuZ-77MxXGuvV6NFcWAH6Y_kMRe7xH1lZ29qQ,10174
+fin_infra/documents/models.py,sha256=RpazzhE9qBcTRk_NO7Dl_uvcHw9UpGtnpXFcJURMtYc,6865
+fin_infra/documents/ocr.py,sha256=R5v3lwMr-xyAlA1zjTw2MWbT2phawNw7kzbAxrSwYpg,9588
+fin_infra/documents/storage.py,sha256=yu2ZvjJ-iDrt6zhPQ_VZhKZ8Iv99D9X3cUyIb7e7hZ0,10168
 fin_infra/exceptions.py,sha256=va2rZnGhAkAi5LUqk93iGhpfkChUBaBLUNnCx6bykSM,16952
 fin_infra/goals/__init__.py,sha256=Vg8LKLlDoRiWHsJX7wu5Zcc-86NNLpHoLTjYVkGi2c4,2130
-fin_infra/goals/add.py,sha256=vhExYtXrIId4ZMBr3WH9iLsCT3gAvuAxeHHE8xNTT0U,20605
-fin_infra/goals/funding.py,sha256=6wn25N0VTYfKLzZWhEn0xdC0ft49qdElkQFc9IwmdPk,9334
+fin_infra/goals/add.py,sha256=46SbPuDuymd3LcDHmQAoQAMthyrKBP-Hv35fXcOccPw,20599
+fin_infra/goals/funding.py,sha256=pJx9W1hpzXwWFUxIXEdsFZt-ytXIo7DK6uRpyO6aO44,9303
 fin_infra/goals/management.py,sha256=Rj-yCcXk4HK5Tg8VauRU3osbK3kRh5O-YR-tupULx8A,33865
 fin_infra/goals/milestones.py,sha256=LEJ9M7yOKJ-8thPuH0byHACabCUA9qW7mMATsPomaJA,9995
 fin_infra/goals/models.py,sha256=DxUrYJqlfKdrmFBucNikLbto3NgxoiJAmsL3v0LR4DQ,10237
@@ -82,17 +82,17 @@ fin_infra/insights/models.py,sha256=xov_YV8oBLJt3YdyVjbryRfcXqmGeGiPvZsZHSbvtl8,
 fin_infra/investments/__init__.py,sha256=o4p_8slq-CzIK0ditVhNfcyoWsDdyFaxRl-IMBHtLNE,6732
 fin_infra/investments/add.py,sha256=Yyh3VIjJ5OBJbvEZQboFDqlYkzrHoEPnWzSY2iBAJiM,17263
 fin_infra/investments/ease.py,sha256=d5ISfxpCius6JM2LZNReztW6-IizaqoxNU4aEbXWA74,9487
-fin_infra/investments/models.py,sha256=y3OgetML7OGRQqdESxt8eNv3ifPBHtBMtsFAf0vz5NQ,18424
+fin_infra/investments/models.py,sha256=UyOvtU1-uxrgE0zLP5WY3wpn3YOdOv6_b05oGismxNU,18412
 fin_infra/investments/providers/__init__.py,sha256=V1eIzz6EnGJ-pq-9L3S2-evmcExF-YdZfd5P6JMyDtc,383
-fin_infra/investments/providers/base.py,sha256=MwwwVaijq-8SpM6oR_HYwFWkONCiTV6zyteVP3RMM_s,9850
-fin_infra/investments/providers/plaid.py,sha256=O98rTo7QVfBrn8ObPSrUiLMMAgtmRF3K0T6jx15qTnA,18777
-fin_infra/investments/providers/snaptrade.py,sha256=RMkYzmQba0NKw4xlaHT7w0j1e5zSqmlTfWL36M28zJE,23290
+fin_infra/investments/providers/base.py,sha256=sQMK5qlIbLqBS6FyTzUWxJy5rPPzAnp5lwbRUM1jHCI,9844
+fin_infra/investments/providers/plaid.py,sha256=Twt2XHxmrXrS-7N3NGoA3yXOXmdTfuuQ2j0Nqn7Kkok,18765
+fin_infra/investments/providers/snaptrade.py,sha256=FNa8c9QI8xBF3NLCg-_3vf0oZZ5o0LiFnj9d3UwNQuk,23278
 fin_infra/investments/scaffold_templates/README.md,sha256=PhgxfMLrro2Jz83b7XEnBi7lexiWKqlMrd2UU2Rbs8A,12149
 fin_infra/investments/scaffold_templates/__init__.py,sha256=iR0oiAzXFYXHBnVJjaEnAzk6omncYOLg0TKMJ7xomBc,82
 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
@@ -123,21 +123,21 @@ fin_infra/normalization/providers/exchangerate.py,sha256=vA1W2yVpCf89kOx6lctbHOQ
 fin_infra/normalization/providers/static_mappings.py,sha256=m14VHmTZipbqrgyE0ABToabVx-pDcyB577LNWrACEUM,6809
 fin_infra/normalization/symbol_resolver.py,sha256=M7Li7LFiH4xpvxXcYQlJyk0iqgqpwaj6zQKsTzWZzas,8130
 fin_infra/obs/__init__.py,sha256=kMMVl0fdwtJtZeKiusTuw0iO61Jo9-HNXsLmn3ffLRE,631
-fin_infra/obs/classifier.py,sha256=FEwL1lEV_f9bFBr36PaZsV4DxU3spwIXPoegwBgzSMc,5146
+fin_infra/obs/classifier.py,sha256=JasWCqSkYjllJNZ5Gwbrd53ZhLwhYNZ0i2nbTcklEog,5155
 fin_infra/providers/__init__.py,sha256=jxhQm79T6DVXf7Wpy7luL-p50cE_IMUbjt4o3apzJQU,768
 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=tn153HUMhicv39lsPJ6-0W2Ylg4yYUPiHBltWF7cggE,7722
 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
 fin_infra/providers/identity/stripe_identity.py,sha256=JQGJRuQdWP5dWDcROgtz1RrmpkytRv95H6Fn-x1kifU,501
-fin_infra/providers/market/alphavantage.py,sha256=srZdkf-frBuKyPTdWasMmVrpnh76BEBDXa-nsYtLzNc,8963
+fin_infra/providers/market/alphavantage.py,sha256=or0YmEBbpa2p4-DUA97JrdaobxUhI3X_AOkfspaPzSY,8972
 fin_infra/providers/market/base.py,sha256=ljBzZTfjYQS9tXahmxFic7JQSZeyoiDMUZ1NY0R7yto,108
 fin_infra/providers/market/ccxt_crypto.py,sha256=AknYS3ZRBOtVxsr1MrI_ECL2vLlTR2hT60SeuAoECXE,1610
 fin_infra/providers/market/coingecko.py,sha256=F1Bwdk28xSsIaFEuT7lhT3F6Vkd0Lp-CMp1rnYiLfaE,2702
-fin_infra/providers/market/yahoo.py,sha256=5MZv4Kb-eCPbZZxi7ZCJHR_3L8eMDXHNROVoyhgXgto,5416
+fin_infra/providers/market/yahoo.py,sha256=Ay95DQ2BtYOseWLJ57ozGxcLgf0m73VzIw7CC7l56lw,5425
 fin_infra/providers/registry.py,sha256=yPFmHHaSQERXZTcGkdXAtMU7rL7VwAzW4FOr14o6KS8,8409
 fin_infra/providers/tax/__init__.py,sha256=Tq2gLyTXL_U_ht6r7HXgaDMCAPylgcRD2ZN-COjSSQU,207
 fin_infra/providers/tax/irs.py,sha256=f7l6w0byprBszTlCB4ef60K8GrYV-03Dicl1a1Q2oVk,4701
@@ -153,14 +153,14 @@ fin_infra/recurring/insights.py,sha256=a4fhASyiNQTdUl2ijaxi2HqhWDhf-aJND2c62d9lg
 fin_infra/recurring/models.py,sha256=o0N8G-QhVb4zILEyry6M1VZ7liFJIOHwlejvn6p4K8M,8894
 fin_infra/recurring/normalizer.py,sha256=HZ4N7lXaeOZqphjSbjRmaneONJ5ELOSrqBlM5WM1tww,9758
 fin_infra/recurring/normalizers.py,sha256=37-ER4deeJhywrNVEe9KteecC_eH7xesTl2CWhRbdi0,15928
-fin_infra/recurring/summary.py,sha256=1Wte58ZZkEFulkb-nnpwfC5h7C_JrqByy47itdVdWwc,14665
+fin_infra/recurring/summary.py,sha256=Myb1llV8imKtQ3xYJu_guO2GmrPHHB4PSXjLbktFTQ8,14653
 fin_infra/scaffold/__init__.py,sha256=IfL_CHHMpQB1efqY37BlIu07356tLaeVI2Mv3C0qYDs,827
-fin_infra/scaffold/budgets.py,sha256=XXOLlEcyBXVwdbJB__qObRXJ0oe1okwDT_-5tG8c9Yk,9515
-fin_infra/scaffold/goals.py,sha256=uVYzbbfbXGrf8qeGvq8mtY6o_YIk17aZ0DfSGQx6Y58,9690
+fin_infra/scaffold/budgets.py,sha256=l6cdNfc7v8YI6PiWV-pJ69L6PDtcX5qSIgXFtykaRIM,9503
+fin_infra/scaffold/goals.py,sha256=_ymL1HgAF8bvpGSCd_GeoMgVXtog8xCJ8mFIjOn-hQc,9684
 fin_infra/security/__init__.py,sha256=ZXGa7IeoOg50f41KsA7tt9rKTUeg910AagQYXh0MIbs,1363
 fin_infra/security/add.py,sha256=Y_XXNd-FTpSaHmO4xkYvkW4CLlFGCuQWe9gJ7WuwiLY,2746
 fin_infra/security/audit.py,sha256=TekYWCOUT9Sf1sDS2-EEREtW7nhWo3H7iaLVbLPx308,3322
-fin_infra/security/encryption.py,sha256=z1k5LFkuuMCjAUnBzBCOviyi0F1R_vabdHhdJJdbPx4,6168
+fin_infra/security/encryption.py,sha256=KWgLqt8-mRH2I53WyVAFUx-T-M5F4qX67qneFfxY-_A,6162
 fin_infra/security/models.py,sha256=riQO-083p5rDMRrFxRnc2PTkxkAf-HsSpGvrnzboCNE,1734
 fin_infra/security/pii_filter.py,sha256=lfARBmPRekkyXKJV0tWI_0KVaDsdV61VH-8RHxvbqUs,8307
 fin_infra/security/pii_patterns.py,sha256=SM-o7cL6NdgkOmtBedsN2nJZ5QPbeYehZdYmAujk8Y8,3070
@@ -171,10 +171,10 @@ fin_infra/tax/add.py,sha256=8INSAv721ir9ICQxQ_oA0hL-Bjg6wLyrtj9tafrcCsA,14552
 fin_infra/tax/tlh.py,sha256=6OlZ3Gb13rSFrmW7vPqVTq_NB45D110iHgCwzYp2nTA,21523
 fin_infra/utils/__init__.py,sha256=gKacLSWMAis--pasd8AuVN7ap0e9Z1TjRGur0J23EDo,648
 fin_infra/utils/http.py,sha256=pvcxbNQ9oisoGPkNe3xX9aAgWzEN6mmdtr1w-L02Xj8,629
-fin_infra/utils/retry.py,sha256=ISBrup5XCuXqHZh9kjTGvGQYcuyYyqZE4u26wW7r3CM,1030
+fin_infra/utils/retry.py,sha256=gC49Kp9Y2219UKIa1rJuxkU0ikRHMN5eotZQityLPIU,1057
 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-0.1.81.dist-info/LICENSE,sha256=wK-Ya7Ylxa38dSIZRhvNj1ZVLIrHC-BAI8v38PNADiA,1061
+fin_infra-0.1.81.dist-info/METADATA,sha256=dJVWcVEVOd45d-Vq_94YO_GjgvyECxmQoWk74V3-aZw,10479
+fin_infra-0.1.81.dist-info/WHEEL,sha256=IYZQI976HJqqOpQU6PHkJ8fb3tMNBFjg-Cn-pwAbaFM,88
+fin_infra-0.1.81.dist-info/entry_points.txt,sha256=Sr1uikvALZMeKm-DIkeKG4L9c4SNqysXGO_IRF8_9eU,53
+fin_infra-0.1.81.dist-info/RECORD,,