fin-infra 0.1.79__tar.gz → 0.1.80__tar.gz

{fin_infra-0.1.79 → fin_infra-0.1.80}/PKG-INFO

@@ -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 → fin_infra-0.1.80}/pyproject.toml

@@ -1,6 +1,6 @@
 [tool.poetry]
 name = "fin-infra"
-version = "0.1.79"
+version = "0.1.80"
 description = "Financial infrastructure toolkit: banking connections, market data, credit, cashflows, and brokerage integrations"
 authors = ["Ali Khatami <aliikhatami94@gmail.com>"]
 license = "MIT"
@@ -81,6 +81,10 @@ pre-commit = ">=3.0.0"
 types-requests = ">=2.31.0"
 pytest-cov = ">=4.0.0"
 aiosqlite = ">=0.20.0"
+# Documentation
+mkdocs = ">=1.6.0"
+mkdocs-material = ">=9.5.0"
+mkdocstrings = {extras = ["python"], version = ">=0.25.0"}
 
 [tool.pytest.ini_options]
 testpaths = ["tests"]

{fin_infra-0.1.79 → fin_infra-0.1.80}/src/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-0.1.79 → fin_infra-0.1.80}/src/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-0.1.80/src/fin_infra/clients/__init__.py

@@ -0,0 +1,25 @@
+"""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-0.1.79 → fin_infra-0.1.80}/src/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-0.1.79 → fin_infra-0.1.80}/src/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-0.1.79 → fin_infra-0.1.80}/src/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/src/fin_infra/clients/__init__.py

@@ -1,3 +0,0 @@
-from .base import BankingClient, MarketDataClient, CreditClient
-
-__all__ = ["BankingClient", "MarketDataClient", "CreditClient"]