allocator/pyproject.toml at main · madisonrickert/allocator · GitHub

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[project]
name = "allocator"
version = "0.1.0"
description = "Personal portfolio rebalancer and withdrawal planner. Pulls holdings from Monarch + Coinbase, compares against a target allocation, and outputs a trade plan."
readme = "README.md"
license = { text = "MIT" }
requires-python = ">=3.11"
authors = [{ name = "Madison Rickert", email = "3495636+madisonrickert@users.noreply.github.com" }]
classifiers = [
    "Development Status :: 3 - Alpha",
    "Environment :: Console",
    "Intended Audience :: End Users/Desktop",
    "License :: OSI Approved :: MIT License",
    "Programming Language :: Python :: 3",
    "Programming Language :: Python :: 3.11",
    "Programming Language :: Python :: 3.12",
    "Topic :: Office/Business :: Financial :: Investment",
]
dependencies = [
    "typer>=0.24.1",
    "rich>=15.0.0",
    "pyyaml>=6.0",
    "monarchmoneycommunity>=1.3.1",
    "keyring>=25.7.0",
    "numpy>=2.0",
    "pandas>=2.2",
    "scipy>=1.13",
    "yfinance>=1.3.0",
]

[project.optional-dependencies]
sources = [
    "monarchmoneycommunity",
    "keyring",
]
plot = ["plotly>=6.7.0"]
# Direct Coinbase + CoinGecko integrations deferred — Monarch aggregates Coinbase holdings.
dev = [
    "pytest>=8.0",
    "pytest-cov>=7.1.0",
    "hypothesis>=6.100",
    "ruff>=0.15.11",
    "pyright>=1.1.408",
    "pre-commit>=3.7",
]

[project.scripts]
allocator = "allocator.cli:app"

[project.urls]
Homepage = "https://github.com/madisonrickert/allocator"
Issues = "https://github.com/madisonrickert/allocator/issues"

[build-system]
requires = ["hatchling"]
build-backend = "hatchling.build"

[tool.hatch.build.targets.wheel]
packages = ["src/allocator"]

[tool.ruff]
line-length = 100
target-version = "py311"

[tool.ruff.lint]
select = ["E", "F", "I", "N", "W", "UP", "B", "SIM", "RUF", "ARG"]

[tool.ruff.lint.per-file-ignores]
"tests/**/*.py" = ["ARG001", "ARG002"]  # pytest fixtures and mock-method args

[tool.pyright]
include = ["src"]
pythonVersion = "3.11"
typeCheckingMode = "strict"
reportMissingTypeStubs = false
reportUnknownMemberType = false
reportUnknownArgumentType = false
reportUnknownVariableType = false
# Tests use conftest fixtures without explicit types, which is idiomatic pytest.
# Strict mode is for the src/ tree; tests run under standard mode via a separate invocation.
# The new pandas-heavy modules (optimize + yfinance/coingecko adapters) dip into
# libraries whose types pyright can't fully resolve, so they run in standard mode
# rather than strict.
executionEnvironments = [
    { root = "tests", reportMissingParameterType = false, reportUnknownParameterType = false },
    { root = "src/allocator/optimize.py", reportUnknownLambdaType = false, reportCallIssue = false, reportArgumentType = false, reportGeneralTypeIssues = false },
    { root = "src/allocator/sources/prices.py", reportUnknownLambdaType = false, reportCallIssue = false, reportArgumentType = false, reportGeneralTypeIssues = false },
    { root = "src/allocator/sources/coingecko.py", reportOptionalMemberAccess = false, reportReturnType = false, reportAttributeAccessIssue = false },
    { root = "src/allocator/cli.py", reportArgumentType = false },
]

[tool.pytest.ini_options]
testpaths = ["tests"]
addopts = "-ra --strict-markers --cov=allocator --cov-report=term-missing"

[tool.coverage.run]
branch = true
source = ["src/allocator"]
omit = [
    "src/allocator/__main__.py",
    "src/allocator/sources/monarch.py",   # Phase-2 stub
]

[tool.coverage.report]
exclude_lines = [
    "pragma: no cover",
    "raise NotImplementedError",
    "if TYPE_CHECKING:",
    "def __repr__",
    "@overload",
]
fail_under = 85