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

fin_infra/providers/banking/teller_client.py

@@ -23,9 +23,10 @@ Example:
 from __future__ import annotations
 
 import ssl
-import httpx
 from typing import Any, cast
 
+import httpx
+
 from ..base import BankingProvider
 
 
@@ -145,7 +146,7 @@ class TellerClient(BankingProvider):
                 "products": ["accounts", "transactions", "balances", "identity"],
             },
         )
-        return cast(str, response.get("enrollment_id", ""))
+        return cast("str", response.get("enrollment_id", ""))
 
     def exchange_public_token(self, public_token: str) -> dict:
         """Exchange public token for access token.
@@ -192,7 +193,7 @@ class TellerClient(BankingProvider):
             auth=(access_token, ""),
         )
         response.raise_for_status()
-        return cast(list[dict[Any, Any]], response.json())
+        return cast("list[dict[Any, Any]]", response.json())
 
     def transactions(
         self,
@@ -235,7 +236,7 @@ class TellerClient(BankingProvider):
             params=params,
         )
         response.raise_for_status()
-        return cast(list[dict[Any, Any]], response.json())
+        return cast("list[dict[Any, Any]]", response.json())
 
     def balances(self, access_token: str, account_id: str | None = None) -> dict:
         """Fetch current balances.
@@ -267,7 +268,7 @@ class TellerClient(BankingProvider):
             )
 
         response.raise_for_status()
-        return cast(dict[Any, Any], response.json())
+        return cast("dict[Any, Any]", response.json())
 
     def identity(self, access_token: str) -> dict:
         """Fetch identity/account holder information.
@@ -291,7 +292,7 @@ class TellerClient(BankingProvider):
             auth=(access_token, ""),
         )
         response.raise_for_status()
-        return cast(dict[Any, Any], response.json())
+        return cast("dict[Any, Any]", response.json())
 
     def __del__(self) -> None:
         """Close HTTP client on cleanup."""

fin_infra/providers/base.py

@@ -25,8 +25,8 @@ Provider Categories:
 from __future__ import annotations
 
 from abc import ABC, abstractmethod
-from typing import Any
 from collections.abc import Iterable, Sequence
+from typing import Any
 
 from ..models import Candle, Quote
 

fin_infra/providers/brokerage/alpaca.py

@@ -314,8 +314,8 @@ class AlpacaBrokerage(BrokerageProvider):
         Alpaca entities have a _raw attribute with the API response data.
         """
         if hasattr(obj, "_raw"):
-            return cast(dict[Any, Any], obj._raw)
+            return cast("dict[Any, Any]", obj._raw)
         elif hasattr(obj, "__dict__"):
-            return cast(dict[Any, Any], obj.__dict__)
+            return cast("dict[Any, Any]", obj.__dict__)
         else:
-            return cast(dict[Any, Any], obj)
+            return cast("dict[Any, Any]", obj)

fin_infra/providers/market/alphavantage.py

@@ -9,15 +9,14 @@ from __future__ import annotations
 import os
 import time
 from collections.abc import Sequence
+from datetime import UTC, datetime
 from decimal import Decimal
-from datetime import datetime, timezone
 
 import httpx
 
-from .base import MarketDataProvider
-from ...models import Quote, Candle
+from ...models import Candle, Quote
 from ...settings import Settings
-
+from .base import MarketDataProvider
 
 _BASE = "https://www.alphavantage.co/query"
 
@@ -128,11 +127,7 @@ class AlphaVantageMarketData(MarketDataProvider):
 
         price = Decimal(str(q.get("05. price", "0")))
         ts = q.get("07. latest trading day")
-        as_of = (
-            datetime.strptime(ts, "%Y-%m-%d").replace(tzinfo=timezone.utc)
-            if ts
-            else datetime.now(timezone.utc)
-        )
+        as_of = datetime.strptime(ts, "%Y-%m-%d").replace(tzinfo=UTC) if ts else datetime.now(UTC)
 
         return Quote(symbol=symbol.upper(), price=price, as_of=as_of)
 
@@ -202,7 +197,7 @@ class AlphaVantageMarketData(MarketDataProvider):
         out: list[Candle] = []
         for d, vals in list(time_series.items())[:limit]:
             try:
-                dt = datetime.strptime(d, "%Y-%m-%d").replace(tzinfo=timezone.utc)
+                dt = datetime.strptime(d, "%Y-%m-%d").replace(tzinfo=UTC)
                 ts_ms = int(dt.timestamp() * 1000)
                 out.append(
                     Candle(

fin_infra/providers/market/ccxt_crypto.py

@@ -37,13 +37,13 @@ class CCXTCryptoData(CryptoDataProvider):
         if not self._markets_loaded:
             self.exchange.load_markets()
             self._markets_loaded = True
-        return cast(dict[Any, Any], self.exchange.fetch_ticker(symbol_pair))
+        return cast("dict[Any, Any]", self.exchange.fetch_ticker(symbol_pair))
 
     def ohlcv(self, symbol_pair: str, timeframe: str = "1d", limit: int = 100) -> list[list[float]]:
         if not self._markets_loaded:
             self.exchange.load_markets()
             self._markets_loaded = True
         return cast(
-            list[list[float]],
+            "list[list[float]]",
             self.exchange.fetch_ohlcv(symbol_pair, timeframe=timeframe, limit=limit),
         )

fin_infra/providers/market/coingecko.py

@@ -1,12 +1,13 @@
 from __future__ import annotations
 
 import logging
-import httpx
+from datetime import UTC, datetime
 from decimal import Decimal
-from datetime import datetime, timezone
 
+import httpx
+
+from ...models import Candle, Quote
 from ..base import CryptoDataProvider
-from ...models import Quote, Candle
 
 logger = logging.getLogger(__name__)
 
@@ -30,9 +31,7 @@ class CoinGeckoCryptoData(CryptoDataProvider):
         except Exception as e:
             logger.warning("CoinGecko ticker fetch failed for %s: %s", symbol_pair, e)
             price = 0
-        return Quote(
-            symbol=f"{base}/{quote}", price=Decimal(str(price)), as_of=datetime.now(timezone.utc)
-        )
+        return Quote(symbol=f"{base}/{quote}", price=Decimal(str(price)), as_of=datetime.now(UTC))
 
     def ohlcv(self, symbol_pair: str, timeframe: str = "1d", limit: int = 100) -> list[Candle]:
         # CoinGecko provides market_chart with daily data; map timeframe crudely

fin_infra/providers/market/yahoo.py

@@ -11,8 +11,8 @@ For production, consider Alpha Vantage or other official providers.
 from __future__ import annotations
 
 from collections.abc import Sequence
+from datetime import UTC, datetime
 from decimal import Decimal
-from datetime import datetime, timezone
 
 try:
     from yahooquery import Ticker
@@ -22,8 +22,8 @@ except ImportError:  # pragma: no cover
     HAS_YAHOOQUERY = False
     Ticker = None
 
+from ...models import Candle, Quote
 from .base import MarketDataProvider
-from ...models import Quote, Candle
 
 
 def _require_yahooquery() -> None:
@@ -93,9 +93,9 @@ class YahooFinanceMarketData(MarketDataProvider):
         ts_raw = data.get("regularMarketTime")
         if ts_raw:
             # Convert Unix timestamp to datetime
-            as_of = datetime.fromtimestamp(ts_raw, tz=timezone.utc)
+            as_of = datetime.fromtimestamp(ts_raw, tz=UTC)
         else:
-            as_of = datetime.now(timezone.utc)
+            as_of = datetime.now(UTC)
 
         return Quote(
             symbol=symbol.upper(),
@@ -150,7 +150,7 @@ class YahooFinanceMarketData(MarketDataProvider):
 
                 # Ensure timezone aware
                 if dt.tzinfo is None:
-                    dt = dt.replace(tzinfo=timezone.utc)
+                    dt = dt.replace(tzinfo=UTC)
 
                 ts_ms = int(dt.timestamp() * 1000)
 

fin_infra/providers/tax/__init__.py

@@ -1,7 +1,7 @@
 """Tax providers package."""
 
-from .mock import MockTaxProvider
 from .irs import IRSProvider
+from .mock import MockTaxProvider
 from .taxbit import TaxBitProvider
 
 __all__ = [

fin_infra/providers/tax/irs.py

@@ -22,8 +22,8 @@ Example:
 from decimal import Decimal
 
 from fin_infra.models.tax import (
-    TaxDocument,
     CryptoTaxReport,
+    TaxDocument,
     TaxLiability,
 )
 from fin_infra.providers.base import TaxProvider

fin_infra/providers/tax/mock.py

@@ -14,14 +14,14 @@ from datetime import date, datetime
 from decimal import Decimal
 
 from fin_infra.models.tax import (
+    CryptoTaxReport,
+    CryptoTransaction,
     TaxDocument,
-    TaxFormW2,
-    TaxForm1099INT,
-    TaxForm1099DIV,
     TaxForm1099B,
+    TaxForm1099DIV,
+    TaxForm1099INT,
     TaxForm1099MISC,
-    CryptoTransaction,
-    CryptoTaxReport,
+    TaxFormW2,
     TaxLiability,
 )
 from fin_infra.providers.base import TaxProvider

fin_infra/providers/tax/taxbit.py

@@ -21,8 +21,8 @@ Example:
 from decimal import Decimal
 
 from fin_infra.models.tax import (
-    TaxDocument,
     CryptoTaxReport,
+    TaxDocument,
     TaxLiability,
 )
 from fin_infra.providers.base import TaxProvider

fin_infra/recurring/__init__.py

@@ -46,18 +46,18 @@ from .models import (
     SubscriptionDetection,
     SubscriptionStats,
 )
-from .summary import (
-    CancellationOpportunity,
-    RecurringItem,
-    RecurringSummary,
-    get_recurring_summary,
-)
 from .normalizer import (
     FuzzyMatcher,
     get_canonical_merchant,
     is_generic_merchant,
     normalize_merchant,
 )
+from .summary import (
+    CancellationOpportunity,
+    RecurringItem,
+    RecurringSummary,
+    get_recurring_summary,
+)
 
 __all__ = [
     # Easy builders

fin_infra/recurring/add.py

@@ -11,7 +11,7 @@ from __future__ import annotations
 
 import time
 from datetime import datetime, timedelta
-from typing import TYPE_CHECKING, Any, Optional
+from typing import TYPE_CHECKING, Any
 
 from .ease import easy_recurring_detection
 from .models import (
@@ -24,6 +24,7 @@ from .models import (
 
 if TYPE_CHECKING:
     from fastapi import FastAPI
+
     from .detector import RecurringDetector
 
 
@@ -35,9 +36,9 @@ def add_recurring_detection(
     date_tolerance_days: int = 7,
     enable_llm: bool = False,
     llm_provider: str = "google",
-    llm_model: Optional[str] = None,
+    llm_model: str | None = None,
     include_in_schema: bool = True,
-) -> "RecurringDetector":
+) -> RecurringDetector:
     """
     Add recurring transaction detection endpoints to FastAPI app.
 
@@ -242,7 +243,7 @@ def add_recurring_detection(
     @router.get("/summary")
     async def get_recurring_summary(
         user_id: str,
-        category_map: Optional[dict[str, str]] = None,
+        category_map: dict[str, str] | None = None,
     ):
         """
         Get comprehensive recurring transaction summary.

fin_infra/recurring/detector.py

@@ -17,15 +17,15 @@ from __future__ import annotations
 import statistics
 from collections import defaultdict
 from datetime import datetime, timedelta
-from typing import Any, Optional, TYPE_CHECKING
+from typing import TYPE_CHECKING, Any
 
 from .models import CadenceType, PatternType, RecurringPattern
 from .normalizer import get_canonical_merchant, is_generic_merchant
 
 if TYPE_CHECKING:
-    from .normalizers import MerchantNormalizer
     from .detectors_llm import VariableDetectorLLM
     from .insights import SubscriptionInsightsGenerator
+    from .normalizers import MerchantNormalizer
 
 
 class Transaction:
@@ -59,8 +59,8 @@ class PatternDetector:
         min_occurrences: int = 3,
         amount_tolerance: float = 0.02,
         date_tolerance_days: int = 7,
-        merchant_normalizer: Optional[MerchantNormalizer] = None,
-        variable_detector_llm: Optional[VariableDetectorLLM] = None,
+        merchant_normalizer: MerchantNormalizer | None = None,
+        variable_detector_llm: VariableDetectorLLM | None = None,
     ):
         """
         Initialize pattern detector.
@@ -512,9 +512,9 @@ class RecurringDetector:
         min_occurrences: int = 3,
         amount_tolerance: float = 0.02,
         date_tolerance_days: int = 7,
-        merchant_normalizer: Optional[MerchantNormalizer] = None,
-        variable_detector_llm: Optional[VariableDetectorLLM] = None,
-        insights_generator: Optional[SubscriptionInsightsGenerator] = None,
+        merchant_normalizer: MerchantNormalizer | None = None,
+        variable_detector_llm: VariableDetectorLLM | None = None,
+        insights_generator: SubscriptionInsightsGenerator | None = None,
     ):
         """
         Initialize recurring detector.

fin_infra/recurring/detectors_llm.py

@@ -14,7 +14,7 @@ Only called for ambiguous patterns (20-40% variance, ~10% of patterns).
 from __future__ import annotations
 
 import logging
-from typing import Any, Optional, cast
+from typing import Any, cast
 
 from pydantic import BaseModel, ConfigDict, Field
 
@@ -41,14 +41,14 @@ class VariableRecurringPattern(BaseModel):
         ...,
         description="True if pattern is recurring despite variance",
     )
-    cadence: Optional[str] = Field(
+    cadence: str | None = Field(
         None,
         description=(
             "Frequency if recurring: monthly, bi-weekly, quarterly, annual, etc. "
             "None if not recurring."
         ),
     )
-    expected_range: Optional[tuple[float, float]] = Field(
+    expected_range: tuple[float, float] | None = Field(
         None,
         description=(
             "Expected amount range (min, max) if recurring. "
@@ -100,7 +100,7 @@ Examples:
 1. Merchant: "City Electric"
    Amounts: [$45, $52, $48, $55, $50, $49]
    Dates: Monthly (15th ±7 days)
-   → is_recurring: true, cadence: "monthly", range: (40, 60), 
+   → is_recurring: true, cadence: "monthly", range: (40, 60),
      reasoning: "Seasonal winter heating variation", confidence: 0.85
 
 2. Merchant: "T-Mobile"
@@ -164,7 +164,7 @@ class VariableDetectorLLM:
     def __init__(
         self,
         provider: str = "google",
-        model_name: Optional[str] = None,
+        model_name: str | None = None,
         max_cost_per_day: float = 0.10,
         max_cost_per_month: float = 2.00,
     ):
@@ -293,7 +293,7 @@ class VariableDetectorLLM:
 
         # Extract structured output
         if hasattr(response, "structured") and response.structured:
-            return cast(VariableRecurringPattern, response.structured)
+            return cast("VariableRecurringPattern", response.structured)
         else:
             raise ValueError(f"LLM returned no structured output for '{merchant_name}'")
 

fin_infra/recurring/ease.py

@@ -9,8 +9,6 @@ variable amount detection, and natural language insights.
 
 from __future__ import annotations
 
-from typing import Optional
-
 from .detector import RecurringDetector
 
 
@@ -20,7 +18,7 @@ def easy_recurring_detection(
     date_tolerance_days: int = 7,
     enable_llm: bool = False,
     llm_provider: str = "google",
-    llm_model: Optional[str] = None,
+    llm_model: str | None = None,
     llm_confidence_threshold: float = 0.8,
     llm_cache_merchant_ttl: int = 604800,  # 7 days
     llm_cache_insights_ttl: int = 86400,  # 24 hours
@@ -216,9 +214,9 @@ def easy_recurring_detection(
     if enable_llm:
         # Import V2 components only if needed (avoid circular imports)
         try:
-            from .normalizers import MerchantNormalizer
             from .detectors_llm import VariableDetectorLLM
             from .insights import SubscriptionInsightsGenerator
+            from .normalizers import MerchantNormalizer
         except ImportError as e:
             raise ImportError(
                 f"LLM components not available. Install ai-infra: pip install ai-infra. Error: {e}"

fin_infra/recurring/insights.py

@@ -15,7 +15,7 @@ from __future__ import annotations
 
 import hashlib
 import logging
-from typing import Any, Optional, cast
+from typing import Any, cast
 
 from pydantic import BaseModel, ConfigDict, Field
 
@@ -61,7 +61,7 @@ class SubscriptionInsights(BaseModel):
         ge=0.0,
         description="Total monthly subscription cost",
     )
-    potential_savings: Optional[float] = Field(
+    potential_savings: float | None = Field(
         None,
         ge=0.0,
         description="Potential monthly savings from recommendations (if applicable)",
@@ -105,20 +105,20 @@ Guidelines:
 
 Examples:
 1. Subscriptions: Netflix $15.99, Hulu $12.99, Disney+ $10.99, Spotify $9.99, Amazon Prime $14.99
-   → "You have 5 subscriptions totaling $64.95/month. Consider the Disney+ bundle 
-      (Disney+, Hulu, ESPN+ for $19.99) to save $29.98/month. Also, Amazon Prime 
+   → "You have 5 subscriptions totaling $64.95/month. Consider the Disney+ bundle
+      (Disney+, Hulu, ESPN+ for $19.99) to save $29.98/month. Also, Amazon Prime
       includes Prime Video - you may be able to cancel Netflix or Hulu."
    → total_monthly_cost: 64.95
    → potential_savings: 30.00
 
 2. Subscriptions: Spotify $9.99, Apple Music $10.99
-   → "You're paying for both Spotify and Apple Music ($20.98/month). Cancel one 
+   → "You're paying for both Spotify and Apple Music ($20.98/month). Cancel one
       to save $10.99/month."
    → total_monthly_cost: 20.98
    → potential_savings: 10.99
 
 3. Subscriptions: LA Fitness $40, Planet Fitness $10
-   → "You have 2 gym memberships totaling $50/month. Consider consolidating to 
+   → "You have 2 gym memberships totaling $50/month. Consider consolidating to
       just Planet Fitness to save $40/month."
    → total_monthly_cost: 50.00
    → potential_savings: 40.00
@@ -163,7 +163,7 @@ class SubscriptionInsightsGenerator:
     def __init__(
         self,
         provider: str = "google",
-        model_name: Optional[str] = None,
+        model_name: str | None = None,
         cache_ttl: int = 86400,  # 24 hours
         enable_cache: bool = True,
         max_cost_per_day: float = 0.10,
@@ -230,7 +230,7 @@ class SubscriptionInsightsGenerator:
     async def generate(
         self,
         subscriptions: list[dict[str, Any]],
-        user_id: Optional[str] = None,
+        user_id: str | None = None,
     ) -> SubscriptionInsights:
         """
         Generate subscription insights with natural language recommendations.
@@ -291,8 +291,8 @@ class SubscriptionInsightsGenerator:
     async def _get_cached(
         self,
         subscriptions: list[dict[str, Any]],
-        user_id: Optional[str] = None,
-    ) -> Optional[SubscriptionInsights]:
+        user_id: str | None = None,
+    ) -> SubscriptionInsights | None:
         """
         Get cached insights.
 
@@ -317,7 +317,7 @@ class SubscriptionInsightsGenerator:
         self,
         subscriptions: list[dict[str, Any]],
         result: SubscriptionInsights,
-        user_id: Optional[str] = None,
+        user_id: str | None = None,
     ) -> None:
         """
         Cache insights result.
@@ -338,7 +338,7 @@ class SubscriptionInsightsGenerator:
     def _make_cache_key(
         self,
         subscriptions: list[dict[str, Any]],
-        user_id: Optional[str] = None,
+        user_id: str | None = None,
     ) -> str:
         """
         Generate cache key for insights.
@@ -384,7 +384,7 @@ class SubscriptionInsightsGenerator:
 
         # Extract structured output
         if hasattr(response, "structured") and response.structured:
-            return cast(SubscriptionInsights, response.structured)
+            return cast("SubscriptionInsights", response.structured)
         else:
             raise ValueError("LLM returned no structured output for insights")
 

fin_infra/recurring/normalizer.py

@@ -166,7 +166,7 @@ class FuzzyMatcher:
         norm2 = normalize_merchant(name2)
 
         similarity = fuzz.token_sort_ratio(norm1, norm2)
-        return cast(bool, similarity >= self.similarity_threshold)
+        return cast("bool", similarity >= self.similarity_threshold)
 
     def group_merchants(self, merchants: list[str]) -> dict[str, list[str]]:
         """

fin_infra/recurring/normalizers.py

@@ -16,7 +16,7 @@ from __future__ import annotations
 
 import hashlib
 import logging
-from typing import Any, Optional, cast
+from typing import Any, cast
 
 from pydantic import BaseModel, ConfigDict, Field
 
@@ -145,7 +145,7 @@ class MerchantNormalizer:
     def __init__(
         self,
         provider: str = "google",
-        model_name: Optional[str] = None,
+        model_name: str | None = None,
         cache_ttl: int = 604800,  # 7 days
         enable_cache: bool = True,
         confidence_threshold: float = 0.8,
@@ -284,7 +284,7 @@ class MerchantNormalizer:
             logger.error(f"LLM normalization failed for '{merchant_name}': {e}")
             return self._fallback_normalize(merchant_name, fallback_confidence)
 
-    async def _get_cached(self, merchant_name: str) -> Optional[MerchantNormalized]:
+    async def _get_cached(self, merchant_name: str) -> MerchantNormalized | None:
         """
         Get cached normalization result.
 
@@ -355,7 +355,7 @@ class MerchantNormalizer:
 
         # Extract structured output
         if hasattr(response, "structured") and response.structured:
-            return cast(MerchantNormalized, response.structured)
+            return cast("MerchantNormalized", response.structured)
         else:
             raise ValueError(f"LLM returned no structured output for '{merchant_name}'")
 

fin_infra/recurring/summary.py

@@ -33,14 +33,12 @@ Integration with svc-infra:
 
 from __future__ import annotations
 
-from typing import Optional
-from datetime import datetime
 from collections import defaultdict
+from datetime import datetime
 
-from pydantic import BaseModel, Field, ConfigDict
-
-from fin_infra.recurring.models import RecurringPattern, PatternType
+from pydantic import BaseModel, ConfigDict, Field
 
+from fin_infra.recurring.models import PatternType, RecurringPattern
 
 __all__ = [
     "RecurringItem",
@@ -254,7 +252,7 @@ def _identify_cancellation_opportunities(
 def get_recurring_summary(
     user_id: str,
     patterns: list[RecurringPattern],
-    category_map: Optional[dict[str, str]] = None,
+    category_map: dict[str, str] | None = None,
 ) -> RecurringSummary:
     """Generate a comprehensive recurring transaction summary for a user.
 

fin_infra/scaffold/budgets.py

@@ -19,10 +19,10 @@ Typical usage:
 from __future__ import annotations
 
 from pathlib import Path
-from typing import Any, Optional
+from typing import Any
 
 # Use svc-infra's scaffold utilities to avoid duplication
-from svc_infra.utils import render_template, write, ensure_init_py
+from svc_infra.utils import ensure_init_py, render_template, write
 
 
 def scaffold_budgets_core(
@@ -31,9 +31,9 @@ def scaffold_budgets_core(
     include_soft_delete: bool = False,
     with_repository: bool = True,
     overwrite: bool = False,
-    models_filename: Optional[str] = None,
-    schemas_filename: Optional[str] = None,
-    repository_filename: Optional[str] = None,
+    models_filename: str | None = None,
+    schemas_filename: str | None = None,
+    repository_filename: str | None = None,
 ) -> dict[str, Any]:
     """Generate budget persistence code from templates.
 
@@ -229,7 +229,7 @@ def _tenant_field_schema_read() -> str:
 def _generate_init_content(
     models_file: str,
     schemas_file: str,
-    repo_file: Optional[str],
+    repo_file: str | None,
 ) -> str:
     """Generate __init__.py content with re-exports.
 

fin_infra/scaffold/goals.py

@@ -20,9 +20,9 @@ from pathlib import Path
 from typing import Any
 
 from svc_infra.utils import (
+    ensure_init_py,
     render_template,
     write,
-    ensure_init_py,
 )