fin-infra 0.8.0__tar.gz → 0.9.0__tar.gz

{fin_infra-0.8.0 → fin_infra-0.9.0}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.3
 Name: fin-infra
-Version: 0.8.0
+Version: 0.9.0
 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-0.8.0 → fin_infra-0.9.0}/pyproject.toml

@@ -1,6 +1,6 @@
 [tool.poetry]
 name = "fin-infra"
-version = "0.8.0"
+version = "0.9.0"
 description = "Financial infrastructure toolkit: banking connections, market data, credit, cashflows, and brokerage integrations"
 authors = ["Ali Khatami <aliikhatami94@gmail.com>"]
 license = "MIT"

{fin_infra-0.8.0 → fin_infra-0.9.0}/src/fin_infra/providers/banking/plaid_client.py

@@ -52,6 +52,12 @@ class PlaidClient(BankingProvider):
             client_id = client_id or settings.plaid_client_id
             secret = secret or settings.plaid_secret
             environment = environment or settings.plaid_env
+            self._products = settings.plaid_products
+        else:
+            # Use default products when no settings object provided
+            from ...settings import DEFAULT_PLAID_PRODUCTS
+
+            self._products = DEFAULT_PLAID_PRODUCTS
 
         # Map environment string to Plaid Environment enum
         # Note: Plaid only has Sandbox and Production (no Development in SDK)
@@ -105,15 +111,11 @@ class PlaidClient(BankingProvider):
             # Don't include products - Plaid uses existing item's products
             request_params["access_token"] = access_token
         else:
-            # New connection: specify products to enable
-            request_params["products"] = [
-                Products("auth"),  # Account/routing numbers for ACH
-                Products("transactions"),  # Transaction history
-                Products("liabilities"),  # Credit cards, loans, student loans
-                Products("investments"),  # Brokerage, retirement accounts
-                Products("assets"),  # Asset reports for lending/verification
-                Products("identity"),  # Account holder info (name, email, phone)
-            ]
+            # New connection: specify products from settings
+            # Configurable via PLAID_PRODUCTS env var (comma-separated)
+            # Default: auth,transactions,investments (excludes costly unused products)
+            product_list = [Products(p.strip()) for p in self._products.split(",") if p.strip()]
+            request_params["products"] = product_list
 
         request = LinkTokenCreateRequest(**request_params)
         response = self.client.link_token_create(request)

{fin_infra-0.8.0 → fin_infra-0.9.0}/src/fin_infra/recurring/insights.py

@@ -331,7 +331,7 @@ class SubscriptionInsightsGenerator:
         cache_key = self._make_cache_key(subscriptions, user_id)
 
         try:
-            await self.cache.set(cache_key, result.model_dump(), ttl=self.cache_ttl)
+            await self.cache.set(cache_key, result.model_dump(), expire=self.cache_ttl)
         except Exception as e:
             logger.warning(f"Cache set failed for insights: {e}")
 

{fin_infra-0.8.0 → fin_infra-0.9.0}/src/fin_infra/recurring/normalizers.py

@@ -318,7 +318,7 @@ class MerchantNormalizer:
         cache_key = self._make_cache_key(merchant_name)
 
         try:
-            await self.cache.set(cache_key, result.model_dump(), ttl=self.cache_ttl)
+            await self.cache.set(cache_key, result.model_dump(), expire=self.cache_ttl)
         except Exception as e:
             logger.warning(f"Cache set failed for '{merchant_name}': {e}")
 

{fin_infra-0.8.0 → fin_infra-0.9.0}/src/fin_infra/settings.py

@@ -5,6 +5,13 @@ from functools import lru_cache
 from pydantic import Field
 from pydantic_settings import BaseSettings, SettingsConfigDict
 
+# Default products: only the ones we actually use
+# auth: Account/routing numbers for ACH
+# transactions: Transaction history
+# investments: Brokerage, retirement accounts
+# Excluded: identity, liabilities, assets (not used, cost extra per API call)
+DEFAULT_PLAID_PRODUCTS = "auth,transactions,investments"
+
 
 class Settings(BaseSettings):
     # Cache / infra
@@ -14,6 +21,7 @@ class Settings(BaseSettings):
     plaid_client_id: str | None = Field(default=None, alias="PLAID_CLIENT_ID")
     plaid_secret: str | None = Field(default=None, alias="PLAID_SECRET")
     plaid_env: str = Field(default="sandbox", alias="PLAID_ENVIRONMENT")
+    plaid_products: str = Field(default=DEFAULT_PLAID_PRODUCTS, alias="PLAID_PRODUCTS")
 
     # Alpaca
     alpaca_api_key: str | None = Field(default=None, alias="ALPACA_API_KEY")