fin-infra 0.1.81__py3-none-any.whl → 0.1.83__py3-none-any.whl

fin_infra/credit/add.py

@@ -25,15 +25,14 @@ Example:
 import logging
 from typing import cast
 
-from fastapi import FastAPI, Depends, HTTPException, status
-
-from svc_infra.api.fastapi.dual.protected import user_router, RequireUser
+from fastapi import Depends, FastAPI, HTTPException, status
 from svc_infra.api.fastapi.docs.scoped import add_prefixed_docs
+from svc_infra.api.fastapi.dual.protected import RequireUser, user_router
 from svc_infra.cache import resource
 from svc_infra.webhooks import add_webhooks
 
+from fin_infra.models.credit import CreditReport, CreditScore
 from fin_infra.providers.base import CreditProvider
-from fin_infra.models.credit import CreditScore, CreditReport
 
 logger = logging.getLogger(__name__)
 
@@ -156,8 +155,8 @@ def add_credit(
         if enable_webhooks and hasattr(app.state, "webhooks_outbox"):
             try:
                 # Get webhook service from app state
-                from svc_infra.webhooks.service import WebhookService
                 from svc_infra.db.outbox import OutboxStore
+                from svc_infra.webhooks.service import WebhookService
 
                 outbox: OutboxStore = app.state.webhooks_outbox
                 subs = app.state.webhooks_subscriptions
@@ -176,7 +175,7 @@ def add_credit(
                 # Don't fail request if webhook publishing fails
                 logger.warning(f"Failed to publish credit.score_changed webhook: {e}")
 
-        return cast(CreditScore, score)
+        return cast("CreditScore", score)
 
     @router.post("/report", response_model=CreditReport)
     @credit_resource.cache_read(ttl=cache_ttl, suffix="report")
@@ -220,7 +219,7 @@ def add_credit(
                 detail="Credit bureau service unavailable",
             )
 
-        return cast(CreditReport, report)
+        return cast("CreditReport", report)
 
     # Mount router with dual routes (with/without trailing slash)
     app.include_router(router, include_in_schema=True)

fin_infra/credit/experian/auth.py

@@ -86,7 +86,7 @@ class ExperianAuthManager:
             >>> headers = {"Authorization": f"Bearer {token}"}
         """
         # Call the cached implementation with client_id for cache key
-        return cast(str, await self._get_token_cached(client_id=self.client_id))
+        return cast("str", await self._get_token_cached(client_id=self.client_id))
 
     @cache_read(
         key="oauth_token:experian:{client_id}",  # Use client_id for uniqueness
@@ -141,7 +141,7 @@ class ExperianAuthManager:
 
         # Parse and return token
         data = response.json()
-        return cast(str, data["access_token"])
+        return cast("str", data["access_token"])
 
     async def invalidate(self) -> None:
         """Invalidate cached token for THIS client (force refresh on next get_token call).

fin_infra/credit/experian/client.py

@@ -155,7 +155,7 @@ class ExperianClient:
                 **kwargs,
             )
             response.raise_for_status()
-            return cast(dict[str, Any], response.json())
+            return cast("dict[str, Any]", response.json())
 
         except httpx.HTTPStatusError as e:
             # Parse error response

fin_infra/credit/experian/provider.py

@@ -30,7 +30,7 @@ Example:
 """
 
 import logging
-from datetime import datetime, timezone
+from datetime import UTC, datetime
 from typing import Literal, cast
 
 from fin_infra.credit.experian.auth import ExperianAuthManager
@@ -177,7 +177,7 @@ class ExperianProvider(CreditProvider):
 
         # FCRA Audit Log - REQUIRED for regulatory compliance (15 USC § 1681b)
         # This log must be retained for at least 2 years per FCRA requirements
-        timestamp = datetime.now(timezone.utc).isoformat()
+        timestamp = datetime.now(UTC).isoformat()
         fcra_audit_logger.info(
             "FCRA_CREDIT_PULL",
             extra={
@@ -266,7 +266,7 @@ class ExperianProvider(CreditProvider):
         # FCRA Audit Log - REQUIRED for regulatory compliance (15 USC § 1681b)
         # Full credit report pulls have stricter requirements than score-only pulls
         # This log must be retained for at least 2 years per FCRA requirements
-        timestamp = datetime.now(timezone.utc).isoformat()
+        timestamp = datetime.now(UTC).isoformat()
         fcra_audit_logger.info(
             "FCRA_CREDIT_PULL",
             extra={
@@ -360,4 +360,4 @@ class ExperianProvider(CreditProvider):
             signature_key=signature_key,
         )
 
-        return cast(str, data.get("subscriptionId", "unknown"))
+        return cast("str", data.get("subscriptionId", "unknown"))

fin_infra/crypto/__init__.py

@@ -13,7 +13,7 @@ Quick start:
 
 from __future__ import annotations
 
-from datetime import datetime, timezone
+from datetime import UTC, datetime
 from typing import TYPE_CHECKING, Literal
 
 if TYPE_CHECKING:
@@ -74,7 +74,7 @@ def easy_crypto(
 
 
 def add_crypto_data(
-    app: "FastAPI",
+    app: FastAPI,
     *,
     provider: str | CryptoDataProvider | None = None,
     prefix: str = "/crypto",
@@ -131,9 +131,9 @@ def add_crypto_data(
             >>> add_observability(app)
             >>> crypto = add_crypto_data(app)
     """
-    from svc_infra.api.fastapi.dual.public import public_router
-    from svc_infra.api.fastapi.docs.scoped import add_prefixed_docs
     from fastapi import HTTPException, Query
+    from svc_infra.api.fastapi.docs.scoped import add_prefixed_docs
+    from svc_infra.api.fastapi.dual.public import public_router
 
     # Initialize provider if string or None
     if isinstance(provider, str):
@@ -168,11 +168,11 @@ def add_crypto_data(
                 "price": float(ticker.price),
                 "as_of": ticker.as_of.isoformat()
                 if ticker.as_of
-                else datetime.now(timezone.utc).isoformat(),
+                else datetime.now(UTC).isoformat(),
             }
         except Exception as e:
             raise HTTPException(
-                status_code=400, detail=f"Error fetching ticker for {symbol}: {str(e)}"
+                status_code=400, detail=f"Error fetching ticker for {symbol}: {e!s}"
             )
 
     @router.get("/ohlcv/{symbol}")
@@ -216,9 +216,7 @@ def add_crypto_data(
                 ],
             }
         except Exception as e:
-            raise HTTPException(
-                status_code=400, detail=f"Error fetching OHLCV for {symbol}: {str(e)}"
-            )
+            raise HTTPException(status_code=400, detail=f"Error fetching OHLCV for {symbol}: {e!s}")
 
     # Mount router
     app.include_router(router, include_in_schema=True)

fin_infra/documents/add.py

@@ -23,23 +23,22 @@ Quick Start:
 
 from __future__ import annotations
 
-from typing import TYPE_CHECKING, Optional
+from typing import TYPE_CHECKING
 
 if TYPE_CHECKING:
     from fastapi import FastAPI
-
     from svc_infra.storage.base import StorageBackend
 
     from .ease import FinancialDocumentManager
 
 
 def add_documents(
-    app: "FastAPI",
-    storage: Optional["StorageBackend"] = None,
+    app: FastAPI,
+    storage: StorageBackend | None = None,
     default_ocr_provider: str = "tesseract",
     prefix: str = "/documents",
-    tags: Optional[list[str]] = None,
-) -> "FinancialDocumentManager":
+    tags: list[str] | None = None,
+) -> FinancialDocumentManager:
     """
     Add financial document management endpoints to FastAPI app.
 
@@ -87,7 +86,6 @@ def add_documents(
         - Stores manager on app.state.financial_documents
     """
     from fastapi import HTTPException
-
     from svc_infra.api.fastapi.dual.protected import user_router
 
     # Import svc-infra base function to mount base endpoints (with fallback)
@@ -128,7 +126,7 @@ def add_documents(
     @router.post("/{document_id}/ocr", response_model=OCRResult)
     async def extract_text_ocr(
         document_id: str,
-        provider: Optional[str] = None,
+        provider: str | None = None,
         force_refresh: bool = False,
     ) -> OCRResult:
         """

fin_infra/documents/analysis.py

@@ -32,14 +32,14 @@ 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(
-    storage: "StorageBackend",
+    storage: StorageBackend,
     document_id: str,
     force_refresh: bool = False,
-) -> "DocumentAnalysis":
+) -> DocumentAnalysis:
     """
     Analyze a document using AI to extract insights and recommendations.
 
@@ -165,7 +165,7 @@ Important: This analysis is not a substitute for professional financial advice.
     return prompt
 
 
-def _validate_analysis(analysis: "DocumentAnalysis") -> bool:
+def _validate_analysis(analysis: DocumentAnalysis) -> bool:
     """
     Validate LLM analysis output.
 
@@ -201,7 +201,7 @@ def _validate_analysis(analysis: "DocumentAnalysis") -> bool:
     return True
 
 
-def _analyze_tax_document(ocr_text: str, metadata: dict, document_id: str) -> "DocumentAnalysis":
+def _analyze_tax_document(ocr_text: str, metadata: dict, document_id: str) -> DocumentAnalysis:
     """
     Specialized analysis for tax documents.
 
@@ -301,7 +301,7 @@ def _analyze_tax_document(ocr_text: str, metadata: dict, document_id: str) -> "D
     )
 
 
-def _analyze_bank_statement(ocr_text: str, metadata: dict, document_id: str) -> "DocumentAnalysis":
+def _analyze_bank_statement(ocr_text: str, metadata: dict, document_id: str) -> DocumentAnalysis:
     """
     Specialized analysis for bank statements.
 
@@ -352,7 +352,7 @@ def _analyze_bank_statement(ocr_text: str, metadata: dict, document_id: str) ->
     )
 
 
-def _analyze_receipt(ocr_text: str, metadata: dict, document_id: str) -> "DocumentAnalysis":
+def _analyze_receipt(ocr_text: str, metadata: dict, document_id: str) -> DocumentAnalysis:
     """
     Specialized analysis for receipts.
 
@@ -394,7 +394,7 @@ def _analyze_receipt(ocr_text: str, metadata: dict, document_id: str) -> "Docume
 
 def _analyze_generic_document(
     ocr_text: str, document_type: str, metadata: dict, document_id: str
-) -> "DocumentAnalysis":
+) -> DocumentAnalysis:
     """
     Generic analysis for other document types.
 

fin_infra/documents/ease.py

@@ -36,7 +36,7 @@ Quick Start:
 
 from __future__ import annotations
 
-from typing import TYPE_CHECKING, Optional
+from typing import TYPE_CHECKING
 
 try:
     from svc_infra.documents import DocumentManager as BaseDocumentManager
@@ -94,7 +94,7 @@ class FinancialDocumentManager(BaseDocumentManager):
 
     def __init__(
         self,
-        storage: "StorageBackend",
+        storage: StorageBackend,
         default_ocr_provider: str = "tesseract",
     ):
         """
@@ -111,12 +111,12 @@ class FinancialDocumentManager(BaseDocumentManager):
         self,
         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 with financial-specific fields.
 
@@ -159,11 +159,11 @@ class FinancialDocumentManager(BaseDocumentManager):
     def list_financial(
         self,
         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 filters.
 
@@ -207,9 +207,9 @@ class FinancialDocumentManager(BaseDocumentManager):
     async def extract_text(
         self,
         document_id: str,
-        provider: Optional[str] = None,
+        provider: str | None = None,
         force_refresh: bool = False,
-    ) -> "OCRResult":
+    ) -> OCRResult:
         """
         Extract text from document using OCR (financial extension).
 
@@ -239,7 +239,7 @@ class FinancialDocumentManager(BaseDocumentManager):
         self,
         document_id: str,
         force_refresh: bool = False,
-    ) -> "DocumentAnalysis":
+    ) -> DocumentAnalysis:
         """
         Analyze document using AI (financial extension).
 
@@ -268,7 +268,7 @@ DocumentManager = FinancialDocumentManager
 
 
 def easy_documents(
-    storage: Optional["StorageBackend"] = None,
+    storage: StorageBackend | None = None,
     default_ocr_provider: str = "tesseract",
 ) -> FinancialDocumentManager:
     """

fin_infra/documents/ocr.py

@@ -25,7 +25,7 @@ from __future__ import annotations
 
 import re
 from datetime import datetime
-from typing import TYPE_CHECKING, 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, 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, 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):
@@ -240,11 +240,11 @@ def add_goals(
 
     @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"),
+        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.
@@ -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"

fin_infra/goals/funding.py

@@ -22,8 +22,8 @@ Example:
     >>> # Raises ValueError if total allocation > 100%
 """
 
-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}}