fin-infra 0.2.0__tar.gz → 0.2.1__tar.gz

{fin_infra-0.2.0 → fin_infra-0.2.1}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.3
 Name: fin-infra
-Version: 0.2.0
+Version: 0.2.1
 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
@@ -28,7 +28,9 @@ Provides-Extra: yahoo
 Requires-Dist: ai-infra (>=0.1.142)
 Requires-Dist: cashews[redis] (>=7.0)
 Requires-Dist: ccxt (>=4.0.0) ; extra == "markets" or extra == "crypto" or extra == "all"
+Requires-Dist: fastapi-users (>=15.0.2,<16.0.0)
 Requires-Dist: httpx (>=0.25.0)
+Requires-Dist: langchain-core (>=1.2.5,<2.0.0)
 Requires-Dist: loguru (>=0.7.0)
 Requires-Dist: numpy (>=1.24.0)
 Requires-Dist: numpy-financial (>=1.0.0)

{fin_infra-0.2.0 → fin_infra-0.2.1}/pyproject.toml

@@ -1,6 +1,6 @@
 [tool.poetry]
 name = "fin-infra"
-version = "0.2.0"
+version = "0.2.1"
 description = "Financial infrastructure toolkit: banking connections, market data, credit, cashflows, and brokerage integrations"
 authors = ["Ali Khatami <aliikhatami94@gmail.com>"]
 license = "MIT"
@@ -57,6 +57,8 @@ ai-infra = ">=0.1.142"
 yahooquery = { version = ">=2.3.0", optional = true }
 ccxt = { version = ">=4.0.0", optional = true }
 plaid-python = { version = ">=25.0.0", optional = true }
+fastapi-users = "^15.0.2"
+langchain-core = "^1.2.5"
 
 [tool.poetry.extras]
 # Market data providers
@@ -87,6 +89,7 @@ python-semantic-release = ">=9.0.0"
 mkdocs = ">=1.6.0"
 mkdocs-material = ">=9.5.0"
 mkdocstrings = {extras = ["python"], version = ">=0.25.0"}
+pip-audit = "^2.10.0"
 
 [tool.pytest.ini_options]
 testpaths = ["tests"]
@@ -145,6 +148,9 @@ ignore = [
 "tests/**/*.py" = [
     "B018",    # useless expression in tests is fine
 ]
+"examples/**/*.py" = [
+    "E402",    # module level imports - examples show full context inline
+]
 
 [tool.ruff.lint.isort]
 known-first-party = ["fin_infra"]

{fin_infra-0.2.0 → fin_infra-0.2.1}/src/fin_infra/analytics/__init__.py

@@ -8,8 +8,8 @@ This module provides comprehensive financial analytics capabilities including:
 - 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:
+    [OK] 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

{fin_infra-0.2.0 → fin_infra-0.2.1}/src/fin_infra/banking/history.py

@@ -4,7 +4,7 @@ This module provides functionality to record and retrieve historical account bal
 snapshots over time. This enables balance trend analysis, sparklines, and time-series
 visualizations in fintech dashboards.
 
-⚠️ WARNING: This module uses IN-MEMORY storage by default. All data is LOST on restart.
+[!] WARNING: This module uses IN-MEMORY storage by default. All data is LOST on restart.
 For production use, integrate with svc-infra SQL database or set FIN_INFRA_STORAGE_BACKEND.
 
 Features:
@@ -57,7 +57,7 @@ __all__ = [
 _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!
+# [!] WARNING: All data is LOST on restart when using in-memory storage!
 _balance_snapshots: list[BalanceSnapshot] = []
 _production_warning_logged = False
 
@@ -73,7 +73,7 @@ def _check_in_memory_warning() -> None:
 
     if env in ("production", "staging") and storage_backend == "memory":
         _logger.warning(
-            "⚠️ CRITICAL: Balance history using IN-MEMORY storage in %s environment! "
+            "[!] CRITICAL: Balance history using IN-MEMORY storage in %s environment! "
             "All balance snapshots will be LOST on restart. "
             "Set FIN_INFRA_STORAGE_BACKEND=sql for production persistence.",
             env,
@@ -114,7 +114,7 @@ def record_balance_snapshot(
     This function stores a point-in-time balance record for trend analysis.
     In production, this would write to a SQL database via svc-infra.
 
-    ⚠️ WARNING: Uses in-memory storage by default. Data is LOST on restart!
+    [!] WARNING: Uses in-memory storage by default. Data is LOST on restart!
 
     Args:
         account_id: Account identifier

{fin_infra-0.2.0 → fin_infra-0.2.1}/src/fin_infra/brokerage/__init__.py

@@ -1,6 +1,6 @@
 """Brokerage module - easy setup for trading operations.
 
-⚠️ **TRADING WARNING**: This module provides real trading capabilities.
+[!] **TRADING WARNING**: This module provides real trading capabilities.
 Always use paper trading mode for development and testing.
 Live trading requires explicit opt-in and involves real financial risk.
 
@@ -51,7 +51,7 @@ def easy_brokerage(
 ) -> BrokerageProvider:
     """Create a brokerage provider with paper/live trading support.
 
-    ⚠️ **SAFETY**: Defaults to paper trading mode. Live trading requires explicit mode="live".
+    [!] **SAFETY**: Defaults to paper trading mode. Live trading requires explicit mode="live".
 
     Auto-detects provider based on environment variables:
     1. If ALPACA_API_KEY and ALPACA_API_SECRET are set → Alpaca
@@ -138,7 +138,7 @@ def add_brokerage(
 ) -> BrokerageProvider:
     """Wire brokerage provider to FastAPI app with routes and safety checks.
 
-    ⚠️ **TRADING WARNING**: This mounts trading API endpoints.
+    [!] **TRADING WARNING**: This mounts trading API endpoints.
     Always use paper trading mode for development.
     Live trading requires explicit mode="live" and proper safeguards.
 
@@ -280,7 +280,7 @@ def add_brokerage(
     async def submit_order(order_request: OrderRequest):
         """Submit a new order.
 
-        ⚠️ **TRADING WARNING**: This endpoint executes real trades in live mode.
+        [!] **TRADING WARNING**: This endpoint executes real trades in live mode.
         """
         try:
             order = brokerage_provider.submit_order(
@@ -447,7 +447,7 @@ def add_brokerage(
     add_prefixed_docs(
         app,
         prefix=prefix,
-        title="Brokerage" + (" (Paper Trading)" if mode == "paper" else " ⚠️ LIVE"),
+        title="Brokerage" + (" (Paper Trading)" if mode == "paper" else " [!] LIVE"),
         auto_exclude_from_root=True,
         visible_envs=None,  # Show in all environments
     )

{fin_infra-0.2.0 → fin_infra-0.2.1}/src/fin_infra/chat/planning.py

@@ -173,7 +173,7 @@ Answer: "To assess your retirement progress, I need more information: (1) What's
 Follow-ups: ["I want to retire at 65 with $1.5M", "How much should I save monthly?", "What's a realistic retirement goal?"]
 Sources: []
 
-⚠️ This is AI-generated advice. Not a substitute for a certified financial advisor.
+[!] This is AI-generated advice. Not a substitute for a certified financial advisor.
 Verify calculations independently. For personalized advice, consult a professional."""
 
 

{fin_infra-0.2.0 → fin_infra-0.2.1}/src/fin_infra/cli/cmds/scaffold_cmds.py

@@ -102,7 +102,7 @@ def cmd_scaffold(
     # Validate required parameters
     if dest_dir is None:
         typer.secho(
-            "❌ Error: --dest-dir is required",
+            "[X] Error: --dest-dir is required",
             fg=typer.colors.RED,
             err=True,
         )
@@ -137,7 +137,7 @@ def cmd_scaffold(
         )
     else:
         typer.secho(
-            f"❌ Unknown domain: {domain}. Must be one of: budgets, goals",
+            f"[X] Unknown domain: {domain}. Must be one of: budgets, goals",
             fg=typer.colors.RED,
             err=True,
         )
@@ -145,7 +145,7 @@ def cmd_scaffold(
 
     # Display results
     typer.echo("")
-    typer.secho("📦 Scaffold Results:", bold=True)
+    typer.secho(" Scaffold Results:", bold=True)
     typer.echo("")
 
     files = result.get("files", [])
@@ -157,7 +157,7 @@ def cmd_scaffold(
         action = file_info.get("action", "unknown")
 
         if action == "wrote":
-            typer.secho(f"  ✓ Created: {path}", fg=typer.colors.GREEN)
+            typer.secho(f"  [OK] Created: {path}", fg=typer.colors.GREEN)
             wrote_count += 1
         elif action == "skipped":
             reason = file_info.get("reason", "unknown")
@@ -168,7 +168,7 @@ def cmd_scaffold(
 
     # Summary
     typer.echo("")
-    typer.secho(f"✨ Done! Created {wrote_count} file(s), skipped {skipped_count}.", bold=True)
+    typer.secho(f" Done! Created {wrote_count} file(s), skipped {skipped_count}.", bold=True)
     typer.echo("")
 
     # Next steps
@@ -187,7 +187,7 @@ def cmd_scaffold(
         }
         route_prefix = prefix_map.get(domain, f"/{domain}")
 
-        typer.secho("📝 Next Steps:", bold=True)
+        typer.secho(" Next Steps:", bold=True)
         typer.echo("")
         typer.echo("  1. Review generated files and customize as needed")
         typer.echo("  2. Run migrations:")

{fin_infra-0.2.0 → fin_infra-0.2.1}/src/fin_infra/goals/management.py

@@ -182,7 +182,7 @@ Your response: {
   "confidence": 0.94
 }
 
-⚠️ This is AI-generated advice. Not a substitute for a certified financial advisor.
+[!] This is AI-generated advice. Not a substitute for a certified financial advisor.
 Verify calculations independently. For personalized advice, consult a professional."""
 
 GOAL_PROGRESS_SYSTEM_PROMPT = """You are a financial advisor reviewing goal progress.
@@ -237,7 +237,7 @@ Your response: {
   "projected_completion_date": "2029-06-01",
   "variance_from_target_days": -365,
   "course_corrections": [
-    "⚠️ 12 months behind! Current $1,000/month payment needs to increase to $1,500/month",
+    "[!] 12 months behind! Current $1,000/month payment needs to increase to $1,500/month",
     "Emergency: reduce expenses by $500/month (cancel subscriptions, cut entertainment)",
     "Contact debt counselor for consolidation or negotiation options",
     "Consider side income: gig work, selling unused items ($500/month target)",
@@ -246,7 +246,7 @@ Your response: {
   "confidence": 0.95
 }
 
-⚠️ This is AI-generated advice. Not a substitute for a certified financial advisor.
+[!] This is AI-generated advice. Not a substitute for a certified financial advisor.
 Verify calculations independently. For personalized advice, consult a professional."""
 
 

{fin_infra-0.2.0 → fin_infra-0.2.1}/src/fin_infra/goals/milestones.py

@@ -22,7 +22,7 @@ Example:
     # Check which milestones have been reached
     reached = check_milestones("goal_123")
     for m in reached:
-        print(f"🎉 Milestone reached: {m['description']}")
+        print(f" Milestone reached: {m['description']}")
 """
 
 from datetime import datetime
@@ -124,7 +124,7 @@ def check_milestones(goal_id: str) -> list[dict[str, Any]]:
 
         reached = check_milestones("goal_123")
         if reached:
-            print(f"🎉 {len(reached)} milestones reached!")
+            print(f" {len(reached)} milestones reached!")
             for m in reached:
                 print(f"   - {m['description']}: ${m['amount']:,.0f}")
 
@@ -184,17 +184,17 @@ def get_celebration_message(milestone: dict[str, Any]) -> str:
 
     Example:
         message = get_celebration_message(milestone)
-        # "🎉 Milestone reached! You've hit $25,000 - 25% to target!"
+        # " Milestone reached! You've hit $25,000 - 25% to target!"
     """
     amount = milestone["amount"]
     description = milestone["description"]
 
     messages = [
-        f"🎉 Milestone reached! You've hit ${amount:,.0f} - {description}!",
+        f" Milestone reached! You've hit ${amount:,.0f} - {description}!",
         f"🎊 Congratulations! ${amount:,.0f} milestone achieved - {description}",
         f"🌟 Great progress! You reached ${amount:,.0f} - {description}",
-        f"💪 Keep going! ${amount:,.0f} milestone completed - {description}",
-        f"🚀 Amazing! You hit ${amount:,.0f} - {description}",
+        f" Keep going! ${amount:,.0f} milestone completed - {description}",
+        f" Amazing! You hit ${amount:,.0f} - {description}",
     ]
 
     # Use amount to pick consistent message for same milestone

{fin_infra-0.2.0 → fin_infra-0.2.1}/src/fin_infra/investments/scaffold_templates/README.md

@@ -18,15 +18,15 @@ These templates generate production-ready persistence code for investment holdin
 ## Why Historical Snapshots?
 
 **Investment data providers (Plaid, SnapTrade, etc.) only provide current/live data:**
-- ❌ No historical portfolio values from past dates
-- ❌ No historical performance metrics
-- ❌ Cannot answer "What was my portfolio worth 3 months ago?"
+- [X] No historical portfolio values from past dates
+- [X] No historical performance metrics
+- [X] Cannot answer "What was my portfolio worth 3 months ago?"
 
 **Solution: Store periodic snapshots in your database**
-- ✅ Track portfolio value changes over time
-- ✅ Calculate performance metrics (returns, growth)
-- ✅ Show trend charts and historical analysis
-- ✅ Works even if user disconnects provider
+- [OK] Track portfolio value changes over time
+- [OK] Calculate performance metrics (returns, growth)
+- [OK] Show trend charts and historical analysis
+- [OK] Works even if user disconnects provider
 
 ## Template Variables
 
@@ -148,12 +148,12 @@ async def capture_holdings_snapshot(
     holdings_data: list[dict],  # From Plaid/SnapTrade API
 ) -> None:
     """Capture current holdings as a snapshot for historical tracking."""
-    
+
     # Calculate aggregated metrics
     total_value = sum(Decimal(str(h.get("institution_value", 0))) for h in holdings_data)
     total_cost_basis = sum(Decimal(str(h.get("cost_basis", 0))) for h in holdings_data if h.get("cost_basis"))
     total_unrealized_gain_loss = sum(Decimal(str(h.get("unrealized_gain_loss", 0))) for h in holdings_data if h.get("unrealized_gain_loss"))
-    
+
     # Create snapshot
     service = create_holding_snapshot_service(session)
     snapshot = await service.create(HoldingSnapshotCreate(
@@ -167,7 +167,7 @@ async def capture_holdings_snapshot(
         provider="plaid",  # or "snaptrade"
         notes="Automatic daily snapshot"
     ))
-    
+
     await session.commit()
 ```
 
@@ -181,18 +181,18 @@ async def daily_holdings_snapshot():
     """Capture holdings snapshots for all users with investment accounts."""
     from sqlalchemy import select
     from my_app.models.user import User
-    
+
     async with AsyncSession(engine) as session:
         # Get all users with Plaid/SnapTrade connections
         stmt = select(User).where(User.banking_providers.isnot(None))
         result = await session.execute(stmt)
         users = result.scalars().all()
-        
+
         for user in users:
             try:
                 # Fetch current holdings from provider
                 holdings = await fetch_holdings_from_provider(user)
-                
+
                 # Create snapshot
                 await capture_holdings_snapshot(session, user.id, holdings)
             except Exception as e:
@@ -299,10 +299,10 @@ async def get_portfolio_performance_data(user_id: str):
     """Get data for portfolio performance dashboard."""
     async with AsyncSession(engine) as session:
         repo = create_holding_snapshot_service(session)
-        
+
         # Get last 12 months trend
         snapshots = await repo.get_trend(user_id=user_id, months=12)
-        
+
         # Calculate YTD performance
         today = date.today()
         year_start = date(today.year, 1, 1)
@@ -311,10 +311,10 @@ async def get_portfolio_performance_data(user_id: str):
             start_date=year_start,
             end_date=today
         )
-        
+
         # Get latest snapshot
         latest = await repo.get_latest(user_id=user_id)
-        
+
         return {
             "current_value": latest.total_value if latest else 0,
             "ytd_return": ytd_performance["percent_return"],

{fin_infra-0.2.0 → fin_infra-0.2.1}/src/fin_infra/net_worth/__init__.py

@@ -5,11 +5,11 @@ 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)
+    [OK] STABLE: Core calculation (works with provided data)
+    [OK] 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)

{fin_infra-0.2.0 → fin_infra-0.2.1}/src/fin_infra/net_worth/insights.py

@@ -215,7 +215,7 @@ Response: {
   "confidence": 0.89
 }
 
-⚠️ This is AI-generated advice. Not a substitute for a certified financial advisor.
+[!] This is AI-generated advice. Not a substitute for a certified financial advisor.
 Verify calculations independently. For personalized advice, consult a professional."""
 
 DEBT_REDUCTION_SYSTEM_PROMPT = """You are a debt counselor using the avalanche method (highest APR first).
@@ -269,7 +269,7 @@ Response: {
   "confidence": 0.98
 }
 
-⚠️ This is AI-generated advice. Not a substitute for a certified financial advisor.
+[!] This is AI-generated advice. Not a substitute for a certified financial advisor.
 Verify calculations independently. For personalized advice, consult a professional."""
 
 GOAL_RECOMMENDATION_SYSTEM_PROMPT = """You are a financial planner validating goals and suggesting paths.
@@ -322,7 +322,7 @@ Response: {
   "confidence": 0.89
 }
 
-⚠️ This is AI-generated advice. Not a substitute for a certified financial advisor.
+[!] This is AI-generated advice. Not a substitute for a certified financial advisor.
 Verify calculations independently. For personalized advice, consult a professional."""
 
 ASSET_ALLOCATION_SYSTEM_PROMPT = """You are a portfolio advisor recommending asset allocation.
@@ -365,7 +365,7 @@ Response: {
   "confidence": 0.91
 }
 
-⚠️ This is AI-generated advice. Not a substitute for a certified financial advisor.
+[!] This is AI-generated advice. Not a substitute for a certified financial advisor.
 Verify calculations independently. For personalized advice, consult a professional."""
 
 

{fin_infra-0.2.0 → fin_infra-0.2.1}/src/fin_infra/providers/brokerage/alpaca.py

@@ -1,6 +1,6 @@
 """Alpaca brokerage provider for paper and live trading.
 
-⚠️ IMPORTANT: This module provides real trading capabilities. Always use paper trading
+[!] IMPORTANT: This module provides real trading capabilities. Always use paper trading
 mode for development and testing. Live trading requires explicit opt-in.
 """
 

{fin_infra-0.2.0 → fin_infra-0.2.1}/src/fin_infra/tax/add.py

@@ -279,7 +279,7 @@ def add_tax_data(
         that can be sold to offset capital gains. Suggests replacement securities
         to maintain market exposure without triggering wash sale rules.
 
-        ⚠️ **DISCLAIMER**: Not a substitute for professional tax or financial advice.
+        [!] **DISCLAIMER**: Not a substitute for professional tax or financial advice.
         Consult a certified tax professional before executing TLH trades.
 
         Args:
@@ -344,7 +344,7 @@ def add_tax_data(
         Projects the outcome of executing provided TLH opportunities, including
         total tax savings, portfolio impact, and risk assessment.
 
-        ⚠️ **DISCLAIMER**: Not a substitute for professional tax or financial advice.
+        [!] **DISCLAIMER**: Not a substitute for professional tax or financial advice.
         Consult a certified tax professional before executing TLH trades.
 
         Args: