Merge pull request #205 from pikers/ordermode_pps

Ordermode pps for gamified chart trading .

README.rst

@@ -98,12 +98,38 @@ if you want your broker supported and they have an API let us know.
 
 check out our charts
 ********************
-bet you weren't expecting this from the foss bby::
+bet you weren't expecting this from the foss::
 
     piker -l info -b kraken -b binance chart btcusdt.binance --pdb
 
 
-this runs the main chart in in debug mode.
+this runs the main chart (currently with 1m sampled OHLC) in in debug
+mode and you can practice paper trading using the following
+micro-manual:
+
+``order_mode`` (
+    edge triggered activation by any of the following keys,
+    ``mouse-click`` on y-level to submit at that price
+    ):
+
+    - ``f``/ ``ctl-f`` to stage buy
+    - ``d``/ ``ctl-d`` to stage sell
+    - ``a`` to stage alert
+
+
+``search_mode`` (
+    ``ctl-l`` or ``ctl-space`` to open,
+    ``ctl-c`` or ``ctl-space`` to close
+    ) :
+
+    - begin typing to have symbol search automatically lookup
+      symbols from all loaded backend (broker) providers
+    - arrow keys and mouse click to navigate selection
+    - vi-like ``ctl-[hjkl]`` for navigation
+
+
+you can also configure your position allocation limits from the
+sidepane.
 
 
 run in distributed mode
@@ -119,10 +145,10 @@ connect your chart::
     piker -l info -b kraken -b binance chart xmrusdt.binance --pdb
 
 
-enjoy persistent real-time data feeds tied to daemon lifetime.
+enjoy persistent real-time data feeds tied to daemon lifetime. the next
-
+time you spawn a chart it will load much faster since the data feed has
-key-bindings and mouse interaction is currently only documented in the
+been cached and is now always running live in the background until you
-doce base. help us write some docs dawg.
+kill ``pikerd``.
 
 
 if anyone asks you what this project is about
@@ -138,3 +164,5 @@ enter the matrix.
 how come there ain't that many docs
 ***********************************
 suck it up, learn the code; no one is trying to sell you on anything.
+also, we need lotsa help so if you want to start somewhere and can't
+necessarily write serious code, this might be the place for you!

piker/_cacheables.py

@@ -140,7 +140,7 @@ async def maybe_open_ctx(
         yield True, value
 
     except KeyError:
-        log.info(f'Allocating new feed for {key}')
+        log.info(f'Allocating new resource for {key}')
 
         # **critical section** that should prevent other tasks from
         # checking the cache until complete otherwise the scheduler

piker/brokers/binance.py

@@ -418,6 +418,7 @@ async def stream_quotes(
             # just directly pick out the info we need
             si['price_tick_size'] = syminfo.filters[0]['tickSize']
             si['lot_tick_size'] = syminfo.filters[2]['stepSize']
+            si['asset_type'] = 'crypto'
 
         symbol = symbols[0]
 

piker/brokers/config.py

@@ -20,6 +20,7 @@ Broker configuration mgmt.
 import os
 from os.path import dirname
 import shutil
+from typing import Optional
 
 import toml
 import click
@@ -101,3 +102,21 @@ def write(
     log.debug(f"Writing config file {path}")
     with open(path, 'w') as cf:
         return toml.dump(config, cf)
+
+
+def load_accounts() -> dict[str, Optional[str]]:
+
+    # our default paper engine entry
+    accounts: dict[str, Optional[str]] = {'paper': None}
+
+    conf, path = load()
+    section = conf.get('accounts')
+    if section is None:
+        log.warning('No accounts config found?')
+
+    else:
+        for brokername, account_labels in section.items():
+            for name, value in account_labels.items():
+                accounts[f'{brokername}.{name}'] = value
+
+    return accounts

piker/brokers/ib.py

@@ -196,6 +196,8 @@ _adhoc_futes_set = {
     'mgc.nymex',
 
     'xagusd.cmdty',  # silver spot
+    'ni.nymex', # silver futes
+    'qi.comex', # mini-silver futes
 }
 
 # exchanges we don't support at the moment due to not knowing
@@ -1295,10 +1297,14 @@ def pack_position(pos: Position) -> dict[str, Any]:
     else:
         symbol = con.symbol
 
+    symkey = '.'.join([
+        symbol.lower(),
+        (con.primaryExchange or con.exchange).lower(),
+    ])
     return BrokerdPosition(
         broker='ib',
         account=pos.account,
-        symbol=symbol,
+        symbol=symkey,
         currency=con.currency,
         size=float(pos.position),
         avg_price=float(pos.avgCost) / float(con.multiplier or 1.0),

piker/brokers/kraken.py

@@ -439,6 +439,7 @@ async def stream_quotes(
             syminfo = si.dict()
             syminfo['price_tick_size'] = 1 / 10**si.pair_decimals
             syminfo['lot_tick_size'] = 1 / 10**si.lot_decimals
+            syminfo['asset_type'] = 'crypto'
             sym_infos[sym] = syminfo
             ws_pairs[sym] = si.wsname
 

piker/calc.py

@@ -21,29 +21,52 @@ import math
 import itertools
 
 
-def humanize(number, digits=1):
+def humanize(
-    """Convert large numbers to something with at most 3 digits and
+    number: float,
+    digits: int = 1
+) -> str:
+    '''Convert large numbers to something with at most ``digits`` and
     a letter suffix (eg. k: thousand, M: million, B: billion).
-    """
+
+    '''
     try:
         float(number)
     except ValueError:
         return 0
     if not number or number <= 0:
-        return number
+        return round(number, ndigits=digits)
+
     mag2suffix = {3: 'k', 6: 'M', 9: 'B'}
     mag = math.floor(math.log(number, 10))
     if mag < 3:
-        return number
+        return round(number, ndigits=digits)
+
     maxmag = max(itertools.takewhile(lambda key: mag >= key, mag2suffix))
-    return "{:.{digits}f}{}".format(
+
-        number/10**maxmag, mag2suffix[maxmag], digits=digits)
+    return "{value}{suffix}".format(
+        value=round(number/10**maxmag, ndigits=digits),
+        suffix=mag2suffix[maxmag],
+    )
 
 
-def percent_change(init, new):
+def pnl(
-    """Calcuate the percentage change of some ``new`` value
+
+    init: float,
+    new: float,
+
+) -> float:
+    '''Calcuate the percentage change of some ``new`` value
     from some initial value, ``init``.
-    """
+
+    '''
     if not (init and new):
         return 0
-    return (new - init) / init * 100.
+
+    return (new - init) / init
+
+
+def percent_change(
+    init: float,
+    new: float,
+) -> float:
+    return pnl(init, new) * 100.

piker/clearing/_client.py

@@ -58,35 +58,20 @@ class OrderBook:
     _ready_to_receive: trio.Event = trio.Event()
 
     def send(
-
         self,
-        uuid: str,
+        msg: Order,
-        symbol: str,
-        brokers: list[str],
-        price: float,
-        size: float,
-        action: str,
-        exec_mode: str,
 
     ) -> dict:
-        msg = Order(
+        self._sent_orders[msg.oid] = msg
-            action=action,
-            price=price,
-            size=size,
-            symbol=symbol,
-            brokers=brokers,
-            oid=uuid,
-            exec_mode=exec_mode,  # dark or live
-        )
-
-        self._sent_orders[uuid] = msg
         self._to_ems.send_nowait(msg.dict())
         return msg
 
     def update(
         self,
+
         uuid: str,
         **data: dict,
+
     ) -> dict:
         cmd = self._sent_orders[uuid]
         msg = cmd.dict()

piker/clearing/_ems.py

@@ -576,7 +576,8 @@ async def translate_and_relay_brokerd_events(
                 # cancelled by the ems controlling client before we
                 # received this ack, in which case we relay that cancel
                 # signal **asap** to the backend broker
-                if entry.action == 'cancel':
+                action = getattr(entry, 'action', None)
+                if action and action == 'cancel':
                     # assign newly providerd broker backend request id
                     entry.reqid = reqid
 
@@ -796,11 +797,10 @@ async def process_client_order_cmds(
 
                     # sanity check on emsd id
                     assert live_entry.oid == oid
-
+                    reqid = live_entry.reqid
                     # if we already had a broker order id then
                     # this is likely an order update commmand.
-                    log.info(
+                    log.info(f"Modifying live {broker} order: {reqid}")
-                        f"Modifying live {broker} order: {live_entry.reqid}")
 
                 msg = BrokerdOrder(
                     oid=oid,  # no ib support for oids...
@@ -966,10 +966,10 @@ async def _emsd_main(
     ):
 
         # XXX: this should be initial price quote from target provider
-        first_quote = feed.first_quote
+        first_quote = feed.first_quotes[symbol]
 
         book = _router.get_dark_book(broker)
-        book.lasts[(broker, symbol)] = first_quote[symbol]['last']
+        book.lasts[(broker, symbol)] = first_quote['last']
 
         # open a stream with the brokerd backend for order
         # flow dialogue

piker/clearing/_messages.py

@@ -24,6 +24,8 @@ from typing import Optional, Union
 # import msgspec
 from pydantic import BaseModel
 
+from ..data._source import Symbol
+
 # Client -> emsd
 
 
@@ -42,7 +44,7 @@ class Order(BaseModel):
     action: str  # {'buy', 'sell', 'alert'}
     # internal ``emdsd`` unique "order id"
     oid: str  # uuid4
-    symbol: str
+    symbol: Union[str, Symbol]
 
     price: float
     size: float
@@ -56,6 +58,13 @@ class Order(BaseModel):
     # the backend broker
     exec_mode: str  # {'dark', 'live', 'paper'}
 
+    class Config:
+        # just for pre-loading a ``Symbol`` when used
+        # in the order mode staging process
+        arbitrary_types_allowed = True
+        # don't copy this model instance when used in
+        # a recursive model
+        copy_on_model_validation = False
 
 # Client <- emsd
 # update msgs from ems which relay state change info
@@ -81,8 +90,6 @@ class Status(BaseModel):
     #   'alert_submitted',
     #   'alert_triggered',
 
-    #   'position',
-
     # }
     resp: str  # "response", see above
 

piker/data/_sampling.py

@@ -151,7 +151,12 @@ async def iter_ohlc_periods(
         # stream and block until cancelled
         await trio.sleep_forever()
     finally:
-        subs.remove(ctx)
+        try:
+            subs.remove(ctx)
+        except ValueError:
+            log.error(
+                f'iOHLC step stream was already dropped for {ctx.chan.uid}?'
+            )
 
 
 async def sample_and_broadcast(
@@ -233,16 +238,23 @@ async def sample_and_broadcast(
             # thus other consumers still attached.
             subs = bus._subscribers[sym.lower()]
 
+            lags = 0
             for (stream, tick_throttle) in subs:
 
                 try:
-                    if tick_throttle:
+                    with trio.move_on_after(0.2) as cs:
-                        # this is a send mem chan that likely
+                        if tick_throttle:
-                        # pushes to the ``uniform_rate_send()`` below.
+                            # this is a send mem chan that likely
-                        await stream.send(quote)
+                            # pushes to the ``uniform_rate_send()`` below.
+                            await stream.send(quote)
 
-                    else:
+                        else:
-                        await stream.send({sym: quote})
+                            await stream.send({sym: quote})
+
+                    if cs.cancelled_caught:
+                        lags += 1
+                        if lags > 10:
+                            await tractor.breakpoint()
 
                 except (
                     trio.BrokenResourceError,

piker/data/_source.py

@@ -1,5 +1,5 @@
 # piker: trading gear for hackers
-# Copyright (C) 2018-present  Tyler Goodlet (in stewardship of piker0)
+# Copyright (C) 2018-present  Tyler Goodlet (in stewardship for piker0)
 
 # This program is free software: you can redistribute it and/or modify
 # it under the terms of the GNU Affero General Public License as published by
@@ -22,7 +22,7 @@ import decimal
 
 import numpy as np
 import pandas as pd
-from pydantic import BaseModel
+from pydantic import BaseModel, validate_arguments
 # from numba import from_dtype
 
 
@@ -62,6 +62,9 @@ tf_in_1m = {
 def float_digits(
     value: float,
 ) -> int:
+    if value == 0:
+        return 0
+
     return int(-decimal.Decimal(str(value)).as_tuple().exponent)
 
 
@@ -82,28 +85,20 @@ class Symbol(BaseModel):
     Yah, i guess dats what it izz.
     """
     key: str
-    tick_size: float = 0.01
+    type_key: str  # {'stock', 'forex', 'future', ... etc.}
-    lot_tick_size: float = 0.01  # "volume" precision as min step value
+    tick_size: float
+    lot_tick_size: float  # "volume" precision as min step value
+    tick_size_digits: int
+    lot_size_digits: int
     broker_info: Dict[str, Dict[str, Any]] = {}
 
     # specifies a "class" of financial instrument
     # ex. stock, futer, option, bond etc.
-    type_key: str
 
     @property
     def brokers(self) -> List[str]:
         return list(self.broker_info.keys())
 
-    def digits(self) -> int:
-        """Return the trailing number of digits specified by the min
-        tick size for the instrument.
-
-        """
-        return float_digits(self.tick_size)
-
-    def lot_digits(self) -> int:
-        return float_digits(self.lot_tick_size)
-
     def nearest_tick(self, value: float) -> float:
         """Return the nearest tick value based on mininum increment.
 
@@ -111,6 +106,30 @@ class Symbol(BaseModel):
         mult = 1 / self.tick_size
         return round(value * mult) / mult
 
+@validate_arguments
+def mk_symbol(
+
+    key: str,
+    type_key: str,
+    tick_size: float = 0.01,
+    lot_tick_size: float = 0,
+    broker_info: dict[str, Any] = {},
+
+) -> Symbol:
+    '''Create and return an instrument description for the
+    "symbol" named as ``key``.
+
+    '''
+    return Symbol(
+        key=key,
+        type_key=type_key,
+        tick_size=tick_size,
+        lot_tick_size=lot_tick_size,
+        tick_size_digits=float_digits(tick_size),
+        lot_size_digits=float_digits(lot_tick_size),
+        broker_info=broker_info,
+    )
+
 
 def from_df(
     df: pd.DataFrame,

piker/data/feed.py

@@ -49,7 +49,7 @@ from ._sharedmem import (
     ShmArray,
 )
 from .ingest import get_ingestormod
-from ._source import base_iohlc_dtype, Symbol
+from ._source import base_iohlc_dtype, mk_symbol, Symbol
 from ..ui import _search
 from ._sampling import (
     _shms,
@@ -192,7 +192,7 @@ async def allocate_persistent_feed(
 
     # establish broker backend quote stream
     # ``stream_quotes()`` is a required backend func
-    init_msg, first_quote = await bus.nursery.start(
+    init_msg, first_quotes = await bus.nursery.start(
         partial(
             mod.stream_quotes,
             send_chan=send,
@@ -212,7 +212,7 @@ async def allocate_persistent_feed(
 
     # XXX: the ``symbol`` here is put into our native piker format (i.e.
     # lower case).
-    bus.feeds[symbol.lower()] = (cs, init_msg, first_quote)
+    bus.feeds[symbol.lower()] = (cs, init_msg, first_quotes)
 
     if opened:
         # start history backfill task ``backfill_bars()`` is
@@ -227,7 +227,7 @@ async def allocate_persistent_feed(
     init_msg[symbol]['sample_rate'] = int(delay_s)
 
     # yield back control to starting nursery
-    task_status.started((init_msg,  first_quote))
+    task_status.started((init_msg,  first_quotes))
 
     await feed_is_live.wait()
 
@@ -277,7 +277,7 @@ async def attach_feed_bus(
     # service nursery
     async with bus.task_lock:
         if entry is None:
-            init_msg, first_quote = await bus.nursery.start(
+            init_msg, first_quotes = await bus.nursery.start(
                 partial(
                     allocate_persistent_feed,
 
@@ -294,13 +294,13 @@ async def attach_feed_bus(
             )
             assert isinstance(bus.feeds[symbol], tuple)
 
-    # XXX: ``first_quote`` may be outdated here if this is secondary
+    # XXX: ``first_quotes`` may be outdated here if this is secondary
     # subscriber
-    cs, init_msg, first_quote = bus.feeds[symbol]
+    cs, init_msg, first_quotes = bus.feeds[symbol]
 
     # send this even to subscribers to existing feed?
     # deliver initial info message a first quote asap
-    await ctx.started((init_msg, first_quote))
+    await ctx.started((init_msg, first_quotes))
 
     async with (
         ctx.open_stream() as stream,
@@ -392,7 +392,7 @@ class Feed:
     name: str
     shm: ShmArray
     mod: ModuleType
-    first_quote: dict
+    first_quotes: dict  # symbol names to first quote dicts
     stream: trio.abc.ReceiveChannel[dict[str, Any]]
 
     _brokerd_portal: tractor._portal.Portal
@@ -509,7 +509,7 @@ async def open_feed(
 
             tick_throttle=tick_throttle,
 
-        ) as (ctx, (init_msg, first_quote)),
+        ) as (ctx, (init_msg, first_quotes)),
 
         ctx.open_stream() as stream,
 
@@ -524,7 +524,7 @@ async def open_feed(
             name=brokername,
             shm=shm,
             mod=mod,
-            first_quote=first_quote,
+            first_quotes=first_quotes,
             stream=stream,
             _brokerd_portal=portal,
         )
@@ -535,7 +535,7 @@ async def open_feed(
             si = data['symbol_info']
             ohlc_sample_rates.append(data['sample_rate'])
 
-            symbol = Symbol(
+            symbol = mk_symbol(
                 key=sym,
                 type_key=si.get('asset_type', 'forex'),
                 tick_size=si.get('price_tick_size', 0.01),

piker/ui/_anchors.py

@@ -0,0 +1,153 @@
+# piker: trading gear for hackers
+# Copyright (C) Tyler Goodlet (in stewardship for piker0)
+
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+# GNU Affero General Public License for more details.
+
+# You should have received a copy of the GNU Affero General Public License
+# along with this program.  If not, see <https://www.gnu.org/licenses/>.
+
+'''
+Anchor funtions for UI placement of annotions.
+
+'''
+from typing import Callable
+
+from PyQt5.QtCore import QPointF
+from PyQt5.QtWidgets import QGraphicsPathItem
+
+from ._label import Label
+
+
+def marker_right_points(
+
+    chart: 'ChartPlotWidget',  # noqa
+    marker_size: int = 20,
+
+) -> (float, float, float):
+    '''Return x-dimension, y-axis-aware, level-line marker oriented scene values.
+
+    X values correspond to set the end of a level line, end of
+    a paried level line marker, and the right most side of the "right"
+    axis respectively.
+
+    '''
+    # TODO: compute some sensible maximum value here
+    # and use a humanized scheme to limit to that length.
+    l1_len = chart._max_l1_line_len
+    ryaxis = chart.getAxis('right')
+
+    r_axis_x = ryaxis.pos().x()
+    up_to_l1_sc = r_axis_x - l1_len - 10
+
+    marker_right = up_to_l1_sc - (1.375 * 2 * marker_size)
+    line_end = marker_right - (6/16 * marker_size)
+
+    return line_end, marker_right, r_axis_x
+
+
+def vbr_left(
+    label: Label,
+
+) -> Callable[..., float]:
+    """Return a closure which gives the scene x-coordinate for the
+    leftmost point of the containing view box.
+
+    """
+    return label.vbr().left
+
+
+def right_axis(
+
+    chart: 'ChartPlotWidget',  # noqa
+    label: Label,
+
+    side: str = 'left',
+    offset: float = 10,
+    avoid_book: bool = True,
+    # width: float = None,
+
+) -> Callable[..., float]:
+    '''Return a position closure which gives the scene x-coordinate for
+    the x point on the right y-axis minus the width of the label given
+    it's contents.
+
+    '''
+    ryaxis = chart.getAxis('right')
+
+    if side == 'left':
+
+        if avoid_book:
+            def right_axis_offset_by_w() -> float:
+
+                # l1 spread graphics x-size
+                l1_len = chart._max_l1_line_len
+
+                # sum of all distances "from" the y-axis
+                right_offset = l1_len + label.w + offset
+
+                return ryaxis.pos().x() - right_offset
+
+        else:
+            def right_axis_offset_by_w() -> float:
+
+                return ryaxis.pos().x() - (label.w + offset)
+
+        return right_axis_offset_by_w
+
+    elif 'right':
+
+        # axis_offset = ryaxis.style['tickTextOffset'][0]
+
+        def on_axis() -> float:
+
+            return ryaxis.pos().x()  # + axis_offset - 2
+
+        return on_axis
+
+
+def gpath_pin(
+
+    gpath: QGraphicsPathItem,
+    label: Label,  # noqa
+
+    location_description: str = 'right-of-path-centered',
+    use_right_of_pp_label: bool = False,
+
+) -> QPointF:
+
+    # get actual arrow graphics path
+    path_br = gpath.mapToScene(gpath.path()).boundingRect()
+
+    # label.vb.locate(label.txt)  #, children=True)
+
+    if location_description == 'right-of-path-centered':
+        return path_br.topRight() - QPointF(label.h/16, label.h / 3)
+
+    if location_description == 'left-of-path-centered':
+        return path_br.topLeft() - QPointF(label.w, label.h / 6)
+
+    elif location_description == 'below-path-left-aligned':
+        return path_br.bottomLeft() - QPointF(0, label.h / 6)
+
+    elif location_description == 'below-path-right-aligned':
+        return path_br.bottomRight() - QPointF(label.w, label.h / 6)
+
+
+
+def pp_tight_and_right(
+    label: Label
+
+) -> QPointF:
+    '''Place *just* right of the pp label.
+
+    '''
+    txt = label.txt
+    return label.txt.pos() + QPointF(label.w - label.h/3, 0)

piker/ui/_annotate.py

@@ -18,18 +18,20 @@
 Annotations for ur faces.
 
 """
-import PyQt5
+from typing import Callable, Optional
-from PyQt5 import QtCore, QtGui
+
+from PyQt5 import QtCore, QtGui, QtWidgets
+from PyQt5.QtCore import QPointF, QRectF
 from PyQt5.QtWidgets import QGraphicsPathItem
 from pyqtgraph import Point, functions as fn, Color
 import numpy as np
 
+from ._anchors import marker_right_points
 
-def mk_marker(
 
-    style,
+def mk_marker_path(
-    size: float = 20.0,
+
-    use_qgpath: bool = True,
+    style: str,
 
 ) -> QGraphicsPathItem:
     """Add a marker to be displayed on the line wrapped in a ``QGraphicsPathItem``
@@ -39,7 +41,7 @@ def mk_marker(
     style        String indicating the style of marker to add:
                   ``'<|'``, ``'|>'``, ``'>|'``, ``'|<'``, ``'<|>'``,
                   ``'>|<'``, ``'^'``, ``'v'``, ``'o'``
-    size          Size of the marker in pixels. Default is 10.0.
+    size          Size of the marker in pixels.
 
     """
     path = QtGui.QPainterPath()
@@ -83,13 +85,148 @@ def mk_marker(
 
     # self._maxMarkerSize = max([m[2] / 2. for m in self.markers])
 
-    if use_qgpath:
-        path = QGraphicsPathItem(path)
-        path.scale(size, size)
-
     return path
 
 
+class LevelMarker(QGraphicsPathItem):
+    '''An arrow marker path graphich which redraws itself
+    to the specified view coordinate level on each paint cycle.
+
+    '''
+    def __init__(
+        self,
+        chart: 'ChartPlotWidget',  # noqa
+        style: str,
+        get_level: Callable[..., float],
+        size: float = 20,
+        keep_in_view: bool = True,
+        on_paint: Optional[Callable] = None,
+
+    ) -> None:
+
+        # get polygon and scale
+        super().__init__()
+        self.scale(size, size)
+
+        # interally generates path
+        self._style = None
+        self.style = style
+
+        self.chart = chart
+
+        self.get_level = get_level
+        self._on_paint = on_paint
+        self.scene_x = lambda: marker_right_points(chart)[1]
+        self.level: float = 0
+        self.keep_in_view = keep_in_view
+
+    @property
+    def style(self) -> str:
+        return self._style
+
+    @style.setter
+    def style(self, value: str) -> None:
+        if self._style != value:
+            polygon = mk_marker_path(value)
+            self.setPath(polygon)
+            self._style = value
+
+    def path_br(self) -> QRectF:
+        '''Return the bounding rect for the opaque path part
+        of this item.
+
+        '''
+        return self.mapToScene(
+            self.path()
+        ).boundingRect()
+
+    def delete(self) -> None:
+        self.scene().removeItem(self)
+
+    @property
+    def h(self) -> float:
+        return self.path_br().height()
+
+    @property
+    def w(self) -> float:
+        return self.path_br().width()
+
+    def position_in_view(
+        self,
+        # level: float,
+
+    ) -> None:
+        '''Show a pp off-screen indicator for a level label.
+
+        This is like in fps games where you have a gps "nav" indicator
+        but your teammate is outside the range of view, except in 2D, on
+        the y-dimension.
+
+        '''
+        level = self.get_level()
+
+        view = self.chart.getViewBox()
+        vr = view.state['viewRange']
+        ymn, ymx = vr[1]
+
+        # _, marker_right, _ = marker_right_points(line._chart)
+        x = self.scene_x()
+
+        if self.style == '>|':  # short style, points "down-to" line
+            top_offset = self.h
+            bottom_offset = 0
+        else:
+            top_offset = 0
+            bottom_offset = self.h
+
+        if level > ymx:  # pin to top of view
+            self.setPos(
+                QPointF(
+                    x,
+                    top_offset + self.h/3,
+                )
+            )
+
+        elif level < ymn:  # pin to bottom of view
+
+            self.setPos(
+                QPointF(
+                    x,
+                    view.height() - (bottom_offset + self.h/3),
+                )
+            )
+
+        else:
+            # pp line is viewable so show marker normally
+            self.setPos(
+                x,
+                self.chart.view.mapFromView(
+                    QPointF(0, self.get_level())
+                ).y()
+            )
+
+    def paint(
+        self,
+
+        p: QtGui.QPainter,
+        opt: QtWidgets.QStyleOptionGraphicsItem,
+        w: QtWidgets.QWidget
+
+    ) -> None:
+        '''Core paint which we override to always update
+        our marker position in scene coordinates from a
+        view cooridnate "level".
+
+        '''
+        if self.keep_in_view:
+            self.position_in_view()
+
+        super().paint(p, opt, w)
+
+        if self._on_paint:
+            self._on_paint(self)
+
+
 def qgo_draw_markers(
 
     markers: list,

piker/ui/_cursor.py

@@ -31,6 +31,7 @@ from ._style import (
     _xaxis_at,
     hcolor,
     _font_small,
+    _font,
 )
 from ._axes import YAxisLabel, XAxisLabel
 from ..log import get_logger
@@ -41,8 +42,9 @@ log = get_logger(__name__)
 # XXX: these settings seem to result in really decent mouse scroll
 # latency (in terms of perceived lag in cross hair) so really be sure
 # there's an improvement if you want to change it!
-_mouse_rate_limit = 60  # TODO; should we calc current screen refresh rate?
+
-_debounce_delay = 1 / 2e3
+_mouse_rate_limit = 120  # TODO; should we calc current screen refresh rate?
+_debounce_delay = 1 / 40
 _ch_label_opac = 1
 
 
@@ -52,13 +54,18 @@ class LineDot(pg.CurvePoint):
 
     def __init__(
         self,
+
         curve: pg.PlotCurveItem,
         index: int,
+
         plot: 'ChartPlotWidget',  # type: ingore # noqa
         pos=None,
-        size: int = 6,  # in pxs
         color: str = 'default_light',
+
     ) -> None:
+        # scale from dpi aware font size
+        size = int(_font.px_size  * 0.375)
+
         pg.CurvePoint.__init__(
             self,
             curve,
@@ -88,7 +95,9 @@ class LineDot(pg.CurvePoint):
 
     def event(
         self,
+
         ev: QtCore.QEvent,
+
     ) -> None:
         if not isinstance(
             ev, QtCore.QDynamicPropertyChangeEvent
@@ -132,8 +141,8 @@ class ContentsLabel(pg.LabelItem):
     }
 
     def __init__(
-
         self,
+
         # chart: 'ChartPlotWidget',  # noqa
         view: pg.ViewBox,
 
@@ -167,8 +176,8 @@ class ContentsLabel(pg.LabelItem):
         self.anchor(itemPos=index, parentPos=index, offset=margins)
 
     def update_from_ohlc(
-
         self,
+
         name: str,
         index: int,
         array: np.ndarray,
@@ -194,8 +203,8 @@ class ContentsLabel(pg.LabelItem):
         )
 
     def update_from_value(
-
         self,
+
         name: str,
         index: int,
         array: np.ndarray,
@@ -239,6 +248,7 @@ class ContentsLabels:
 
             if not (index >= 0 and index < chart._arrays['ohlc'][-1]['index']):
                 # out of range
+                print('out of range?')
                 continue
 
             array = chart._arrays[name]
@@ -272,13 +282,15 @@ class ContentsLabels:
         self._labels.append(
             (chart, name, label, partial(update_func, label, name))
         )
-        # label.hide()
+        label.hide()
 
         return label
 
 
 class Cursor(pg.GraphicsObject):
+    '''Multi-plot cursor for use on a ``LinkedSplits`` chart (set).
 
+    '''
     def __init__(
 
         self,

piker/ui/_editors.py

@@ -28,7 +28,7 @@ from PyQt5.QtCore import QPointF
 import numpy as np
 
 from ._style import hcolor, _font
-from ._lines import order_line, LevelLine
+from ._lines import LevelLine
 from ..log import get_logger
 
 
@@ -97,69 +97,21 @@ class LineEditor:
 
     def stage_line(
         self,
-        action: str,
+        line: LevelLine,
 
-        color: str = 'alert_yellow',
-        hl_on_hover: bool = False,
-        dotted: bool = False,
-
-        # fields settings
-        size: Optional[int] = None,
     ) -> LevelLine:
         """Stage a line at the current chart's cursor position
         and return it.
 
         """
-        # chart.setCursor(QtCore.Qt.PointingHandCursor)
-        cursor = self.chart.linked.cursor
-        if not cursor:
-            return None
-
-        chart = cursor.active_plot
-        y = cursor._datum_xy[1]
-
-        symbol = chart._lc.symbol
 
         # add a "staged" cursor-tracking line to view
         # and cash it in a a var
         if self._active_staged_line:
             self.unstage_line()
 
-        line = order_line(
-            chart,
-
-            level=y,
-            level_digits=symbol.digits(),
-            size=size,
-            size_digits=symbol.lot_digits(),
-
-            # just for the stage line to avoid
-            # flickering while moving the cursor
-            # around where it might trigger highlight
-            # then non-highlight depending on sensitivity
-            always_show_labels=True,
-
-            # kwargs
-            color=color,
-            # don't highlight the "staging" line
-            hl_on_hover=hl_on_hover,
-            dotted=dotted,
-            exec_type='dark' if dotted else 'live',
-            action=action,
-            show_markers=True,
-
-            # prevent flickering of marker while moving/tracking cursor
-            only_show_markers_on_hover=False,
-        )
-
         self._active_staged_line = line
 
-        # hide crosshair y-line and label
-        cursor.hide_xhair()
-
-        # add line to cursor trackers
-        cursor._trackers.add(line)
-
         return line
 
     def unstage_line(self) -> LevelLine:
@@ -181,41 +133,17 @@ class LineEditor:
         # show the crosshair y line and label
         cursor.show_xhair()
 
-    def create_order_line(
+    def submit_line(
         self,
+        line: LevelLine,
         uuid: str,
-        level: float,
+
-        chart: 'ChartPlotWidget',  # noqa
-        size: float,
-        action: str,
     ) -> LevelLine:
 
-        line = self._active_staged_line
+        staged_line = self._active_staged_line
-        if not line:
+        if not staged_line:
             raise RuntimeError("No line is currently staged!?")
 
-        sym = chart._lc.symbol
-
-        line = order_line(
-            chart,
-
-            # label fields default values
-            level=level,
-            level_digits=sym.digits(),
-
-            size=size,
-            size_digits=sym.lot_digits(),
-
-            # LevelLine kwargs
-            color=line.color,
-            dotted=line._dotted,
-
-            show_markers=True,
-            only_show_markers_on_hover=True,
-
-            action=action,
-        )
-
         # for now, until submission reponse arrives
         line.hide_labels()
 

piker/ui/_event.py

@@ -18,13 +18,64 @@
 Qt event proxying and processing using ``trio`` mem chans.
 
 """
-from contextlib import asynccontextmanager
+from contextlib import asynccontextmanager, AsyncExitStack
 from typing import Callable
 
-from PyQt5 import QtCore
+from pydantic import BaseModel
-from PyQt5.QtCore import QEvent
-from PyQt5.QtWidgets import QWidget
 import trio
+from PyQt5 import QtCore
+from PyQt5.QtCore import QEvent, pyqtBoundSignal
+from PyQt5.QtWidgets import QWidget
+from PyQt5.QtWidgets import QGraphicsSceneMouseEvent as gs_mouse
+
+
+MOUSE_EVENTS = {
+    gs_mouse.GraphicsSceneMousePress,
+    gs_mouse.GraphicsSceneMouseRelease,
+    QEvent.MouseButtonPress,
+    QEvent.MouseButtonRelease,
+    # QtGui.QMouseEvent,
+}
+
+
+# TODO: maybe consider some constrained ints down the road?
+# https://pydantic-docs.helpmanual.io/usage/types/#constrained-types
+
+class KeyboardMsg(BaseModel):
+    '''Unpacked Qt keyboard event data.
+
+    '''
+    class Config:
+        arbitrary_types_allowed = True
+
+    event: QEvent
+    etype: int
+    key: int
+    mods: int
+    txt: str
+
+    def to_tuple(self) -> tuple:
+        return tuple(self.dict().values())
+
+
+class MouseMsg(BaseModel):
+    '''Unpacked Qt keyboard event data.
+
+    '''
+    class Config:
+        arbitrary_types_allowed = True
+
+    event: QEvent
+    etype: int
+    button: int
+
+
+# TODO: maybe add some methods to detect key combos? Or is that gonna be
+# better with pattern matching?
+# # ctl + alt as combo
+# ctlalt = False
+# if (QtCore.Qt.AltModifier | QtCore.Qt.ControlModifier) == mods:
+#     ctlalt = True
 
 
 class EventRelay(QtCore.QObject):
@@ -38,8 +89,10 @@ class EventRelay(QtCore.QObject):
 
     def eventFilter(
         self,
+
         source: QWidget,
         ev: QEvent,
+
     ) -> None:
         '''
         Qt global event filter: return `False` to pass through and `True`
@@ -50,48 +103,57 @@ class EventRelay(QtCore.QObject):
 
         '''
         etype = ev.type()
-        # print(f'etype: {etype}')
+        # TODO: turn this on and see what we can filter by default (such
+        # as mouseWheelEvent).
+        # print(f'ev: {ev}')
 
-        if etype in self._event_types:
+        if etype not in self._event_types:
-            # ev.accept()
-
-            # TODO: what's the right way to allow this?
-            # if ev.isAutoRepeat():
-            #     ev.ignore()
-
-            # XXX: we unpack here because apparently doing it
-            # after pop from the mem chan isn't showing the same
-            # event object? no clue wtf is going on there, likely
-            # something to do with Qt internals and calling the
-            # parent handler?
-
-            if etype in {QEvent.KeyPress, QEvent.KeyRelease}:
-
-                # TODO: is there a global setting for this?
-                if ev.isAutoRepeat() and self._filter_auto_repeats:
-                    ev.ignore()
-                    return True
-
-                key = ev.key()
-                mods = ev.modifiers()
-                txt = ev.text()
-
-                # NOTE: the event object instance coming out
-                # the other side is mutated since Qt resumes event
-                # processing **before** running a ``trio`` guest mode
-                # tick, thus special handling or copying must be done.
-
-                # send elements to async handler
-                self._send_chan.send_nowait((ev, etype, key, mods, txt))
-
-            else:
-                # send event to async handler
-                self._send_chan.send_nowait(ev)
-
-            # **do not** filter out this event
-            # and instead forward to the source widget
             return False
 
+        # XXX: we unpack here because apparently doing it
+        # after pop from the mem chan isn't showing the same
+        # event object? no clue wtf is going on there, likely
+        # something to do with Qt internals and calling the
+        # parent handler?
+
+        if etype in {QEvent.KeyPress, QEvent.KeyRelease}:
+
+            msg = KeyboardMsg(
+                event=ev,
+                etype=etype,
+                key=ev.key(),
+                mods=ev.modifiers(),
+                txt=ev.text(),
+            )
+
+            # TODO: is there a global setting for this?
+            if ev.isAutoRepeat() and self._filter_auto_repeats:
+                ev.ignore()
+                return True
+
+            # NOTE: the event object instance coming out
+            # the other side is mutated since Qt resumes event
+            # processing **before** running a ``trio`` guest mode
+            # tick, thus special handling or copying must be done.
+
+        elif etype in MOUSE_EVENTS:
+            # print('f mouse event: {ev}')
+            msg = MouseMsg(
+                event=ev,
+                etype=etype,
+                button=ev.button(),
+            )
+
+        else:
+            msg = ev
+
+        # send event-msg to async handler
+        self._send_chan.send_nowait(msg)
+
+        # **do not** filter out this event
+        # and instead forward to the source widget
+        return False
+
         # filter out this event
         # https://doc.qt.io/qt-5/qobject.html#installEventFilter
         return False
@@ -124,9 +186,34 @@ async def open_event_stream(
 
 
 @asynccontextmanager
-async def open_handler(
+async def open_signal_handler(
 
-    source_widget: QWidget,
+    signal: pyqtBoundSignal,
+    async_handler: Callable,
+
+) -> trio.abc.ReceiveChannel:
+
+    send, recv = trio.open_memory_channel(0)
+
+    def proxy_args_to_chan(*args):
+        send.send_nowait(args)
+
+    signal.connect(proxy_args_to_chan)
+
+    async def proxy_to_handler():
+        async for args in recv:
+            await async_handler(*args)
+
+    async with trio.open_nursery() as n:
+        n.start_soon(proxy_to_handler)
+        async with send:
+            yield
+
+
+@asynccontextmanager
+async def open_handlers(
+
+    source_widgets: list[QWidget],
     event_types: set[QEvent],
     async_handler: Callable[[QWidget, trio.abc.ReceiveChannel], None],
     **kwargs,
@@ -135,7 +222,13 @@ async def open_handler(
 
     async with (
         trio.open_nursery() as n,
-        open_event_stream(source_widget, event_types, **kwargs) as event_recv_stream,
+        AsyncExitStack() as stack,
     ):
-        n.start_soon(async_handler, source_widget, event_recv_stream)
+        for widget in source_widgets:
+
+            event_recv_stream = await stack.enter_async_context(
+                open_event_stream(widget, event_types, **kwargs)
+            )
+            n.start_soon(async_handler, widget, event_recv_stream)
+
         yield

piker/ui/_exec.py

@@ -99,6 +99,9 @@ def run_qtractor(
     # "This is substantially faster than using a signal... for some
     # reason Qt signal dispatch is really slow (and relies on events
     # underneath anyway, so this is strictly less work)."
+
+    # source gist and credit to njs:
+    # https://gist.github.com/njsmith/d996e80b700a339e0623f97f48bcf0cb
     REENTER_EVENT = QtCore.QEvent.Type(QtCore.QEvent.registerEventType())
 
     class ReenterEvent(QtCore.QEvent):

piker/ui/_forms.py

@@ -0,0 +1,727 @@
+# piker: trading gear for hackers
+# Copyright (C) Tyler Goodlet (in stewardship for pikers)
+
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+# GNU Affero General Public License for more details.
+
+# You should have received a copy of the GNU Affero General Public License
+# along with this program.  If not, see <https://www.gnu.org/licenses/>.
+
+'''
+Text entry "forms" widgets (mostly for configuration and UI user input).
+
+'''
+from __future__ import annotations
+from contextlib import asynccontextmanager
+from functools import partial
+from textwrap import dedent
+from typing import (
+    Optional, Any, Callable, Awaitable
+)
+
+import trio
+from PyQt5 import QtGui
+from PyQt5.QtCore import QSize, QModelIndex, Qt, QEvent
+from PyQt5.QtWidgets import (
+    QWidget,
+    QLabel,
+    QComboBox,
+    QLineEdit,
+    QHBoxLayout,
+    QVBoxLayout,
+    QFormLayout,
+    QProgressBar,
+    QSizePolicy,
+    QStyledItemDelegate,
+    QStyleOptionViewItem,
+)
+# import pydantic
+
+from ._event import open_handlers
+from ._style import hcolor, _font, _font_small, DpiAwareFont
+from ._label import FormatLabel
+from .. import brokers
+
+
+class FontAndChartAwareLineEdit(QLineEdit):
+
+    def __init__(
+
+        self,
+        parent: QWidget,
+        # parent_chart: QWidget,  # noqa
+        font: DpiAwareFont = _font,
+        width_in_chars: int = None,
+
+    ) -> None:
+
+        # self.setContextMenuPolicy(Qt.CustomContextMenu)
+        # self.customContextMenuRequested.connect(self.show_menu)
+        # self.setStyleSheet(f"font: 18px")
+
+        self.dpi_font = font
+        # self.godwidget = parent_chart
+
+        if width_in_chars:
+            self._chars = int(width_in_chars)
+
+        else:
+            # chart count which will be used to calculate
+            # width of input field.
+            self._chars: int = 9
+
+        super().__init__(parent)
+        # size it as we specify
+        # https://doc.qt.io/qt-5/qsizepolicy.html#Policy-enum
+        self.setSizePolicy(
+            QSizePolicy.Expanding,
+            QSizePolicy.Fixed,
+        )
+        self.setFont(font.font)
+
+        # witty bit of margin
+        self.setTextMargins(2, 2, 2, 2)
+
+    def sizeHint(self) -> QSize:
+        """
+        Scale edit box to size of dpi aware font.
+
+        """
+        psh = super().sizeHint()
+
+        dpi_font = self.dpi_font
+        psh.setHeight(dpi_font.px_size)
+
+        # space for ``._chars: int``
+        char_w_pxs = dpi_font.boundingRect(self.text()).width()
+        chars_w = char_w_pxs + 6  # * dpi_font.scale() * self._chars
+        psh.setWidth(chars_w)
+
+        return psh
+
+    def set_width_in_chars(
+        self,
+        chars: int,
+
+    ) -> None:
+        self._chars = chars
+        self.sizeHint()
+        self.update()
+
+    def focus(self) -> None:
+        self.selectAll()
+        self.show()
+        self.setFocus()
+
+
+class FontScaledDelegate(QStyledItemDelegate):
+    '''
+    Super simple view delegate to render text in the same
+    font size as the search widget.
+
+    '''
+    def __init__(
+        self,
+
+        parent=None,
+        font: DpiAwareFont = _font,
+
+    ) -> None:
+
+        super().__init__(parent)
+        self.dpi_font = font
+
+    def sizeHint(
+        self,
+
+        option: QStyleOptionViewItem,
+        index: QModelIndex,
+
+    ) -> QSize:
+
+        # value = index.data()
+        # br = self.dpi_font.boundingRect(value)
+        # w, h = br.width(), br.height()
+        parent = self.parent()
+
+        if getattr(parent, '_max_item_size', None):
+            return QSize(*self.parent()._max_item_size)
+
+        else:
+            return super().sizeHint(option, index)
+
+
+# slew of resources which helped get this where it is:
+# https://stackoverflow.com/questions/20648210/qcombobox-adjusttocontents-changing-height
+# https://stackoverflow.com/questions/3151798/how-do-i-set-the-qcombobox-width-to-fit-the-largest-item
+# https://stackoverflow.com/questions/6337589/qlistwidget-adjust-size-to-content#6370892
+# https://stackoverflow.com/questions/25304267/qt-resize-of-qlistview
+# https://stackoverflow.com/questions/28227406/how-to-set-qlistview-rows-height-permanently
+
+class FieldsForm(QWidget):
+
+    vbox: QVBoxLayout
+    form: QFormLayout
+
+    def __init__(
+        self,
+        parent=None,
+
+    ) -> None:
+
+        super().__init__(parent)
+
+        # size it as we specify
+        self.setSizePolicy(
+            QSizePolicy.Expanding,
+            QSizePolicy.Expanding,
+        )
+
+        # XXX: not sure why we have to create this here exactly
+        # (instead of in the pane creation routine) but it's
+        # here and is managed by downstream layout routines.
+        # best guess is that you have to create layouts in order
+        # of hierarchy in order for things to display correctly?
+        # TODO: we may want to hand this *down* from some "pane manager"
+        # thing eventually?
+        self.vbox = QVBoxLayout(self)
+        # self.vbox.setAlignment(Qt.AlignVCenter)
+        self.vbox.setAlignment(Qt.AlignBottom)
+        self.vbox.setContentsMargins(0, 4, 3, 6)
+        self.vbox.setSpacing(0)
+
+        # split layout for the (<label>: |<widget>|) parameters entry
+        self.form = QFormLayout()
+        self.form.setAlignment(Qt.AlignTop | Qt.AlignLeft)
+        self.form.setContentsMargins(0, 0, 0, 0)
+        self.form.setSpacing(3)
+        self.form.setHorizontalSpacing(0)
+
+        self.vbox.addLayout(self.form, stretch=1/3)
+
+        self.labels: dict[str, QLabel] = {}
+        self.fields: dict[str, QWidget] = {}
+
+        self._font_size = _font_small.px_size - 2
+        self._max_item_width: (float, float) = 0, 0
+
+    def add_field_label(
+        self,
+
+        name: str,
+
+        font_size: Optional[int] = None,
+        font_color: str = 'default_lightest',
+
+    ) -> QtGui.QLabel:
+
+        # add label to left of search bar
+        # self.label = label = QtGui.QLabel()
+        font_size = font_size or self._font_size - 1
+
+        self.label = label = FormatLabel(
+            fmt_str=name,
+            font=_font.font,
+            font_size=font_size,
+            font_color=font_color,
+        )
+
+        # for later lookup
+        self.labels[name] = label
+
+        return label
+
+    def add_edit_field(
+        self,
+
+        key: str,
+        label_name: str,
+        value: str,
+
+    ) -> FontAndChartAwareLineEdit:
+
+        # TODO: maybe a distint layout per "field" item?
+        label = self.add_field_label(label_name)
+
+        edit = FontAndChartAwareLineEdit(
+            parent=self,
+        )
+        edit.setStyleSheet(
+            f"""QLineEdit {{
+                color : {hcolor('gunmetal')};
+                font-size : {self._font_size}px;
+            }}
+            """
+        )
+        edit.setText(str(value))
+        self.form.addRow(label, edit)
+
+        self.fields[key] = edit
+
+        return edit
+
+    def add_select_field(
+        self,
+
+        key: str,
+        label_name: str,
+        values: list[str],
+
+    ) -> QComboBox:
+
+        # TODO: maybe a distint layout per "field" item?
+        label = self.add_field_label(label_name)
+
+        select = QComboBox(self)
+        select._key = key
+
+        for i, value in enumerate(values):
+            select.insertItem(i, str(value))
+
+        select.setStyleSheet(
+            f"""QComboBox {{
+                color : {hcolor('gunmetal')};
+                font-size : {self._font_size}px;
+            }}
+            """
+        )
+        select.setSizeAdjustPolicy(QComboBox.AdjustToContents)
+        select.setIconSize(QSize(0, 0))
+        self.setSizePolicy(
+            QSizePolicy.Fixed,
+            QSizePolicy.Fixed,
+        )
+        view = select.view()
+        view.setUniformItemSizes(True)
+        view.setItemDelegate(FontScaledDelegate(view))
+
+        # compute maximum item size so that the weird
+        # "style item delegate" thing can then specify
+        # that size on each item...
+        values.sort()
+        br = _font.boundingRect(str(values[-1]))
+        _, h = br.width(), br.height()
+
+        # TODO: something better then this monkey patch
+        # view._max_item_size = w, h
+
+        # limit to 6 items?
+        view.setMaximumHeight(6*h)
+
+        # one entry in view
+        select.setMinimumHeight(h)
+
+        select.show()
+
+        self.form.addRow(label, select)
+
+        self.fields[key] = select
+
+        return select
+
+
+async def handle_field_input(
+
+    widget: QWidget,
+    recv_chan: trio.abc.ReceiveChannel,
+    form: FieldsForm,
+    on_value_change: Callable[[str, Any], Awaitable[bool]],
+    focus_next: QWidget,
+
+) -> None:
+
+    async for kbmsg in recv_chan:
+
+        if kbmsg.etype in {QEvent.KeyPress, QEvent.KeyRelease}:
+            event, etype, key, mods, txt = kbmsg.to_tuple()
+            print(f'key: {kbmsg.key}, mods: {kbmsg.mods}, txt: {kbmsg.txt}')
+
+            # default controls set
+            ctl = False
+            if kbmsg.mods == Qt.ControlModifier:
+                ctl = True
+
+            if ctl and key in {  # cancel and refocus
+
+                Qt.Key_C,
+                Qt.Key_Space,  # i feel like this is the "native" one
+                Qt.Key_Alt,
+            }:
+
+                widget.clearFocus()
+                # normally the godwidget
+                focus_next.focus()
+                continue
+
+            # process field input
+            if key in (Qt.Key_Enter, Qt.Key_Return):
+
+                key = widget._key
+                value = widget.text()
+                on_value_change(key, value)
+
+
+def mk_form(
+
+    parent: QWidget,
+    fields_schema: dict,
+    font_size: Optional[int] = None,
+
+) -> FieldsForm:
+
+    # TODO: generate components from model
+    # instead of schema dict (aka use an ORM)
+    form = FieldsForm(parent=parent)
+    form._font_size = font_size or _font_small.px_size
+
+    # generate sub-components from schema dict
+    for key, config in fields_schema.items():
+        wtype = config['type']
+        label = str(config.get('label', key))
+
+        # plain (line) edit field
+        if wtype == 'edit':
+            w = form.add_edit_field(
+                key,
+                label,
+                config['default_value']
+            )
+
+        # drop-down selection
+        elif wtype == 'select':
+            values = list(config['default_value'])
+            w = form.add_select_field(
+                key,
+                label,
+                values
+            )
+
+        w._key = key
+
+    return form
+
+
+@asynccontextmanager
+async def open_form_input_handling(
+
+    form: FieldsForm,
+    focus_next: QWidget,
+    on_value_change: Callable[[str, Any], Awaitable[bool]],
+
+) -> FieldsForm:
+
+    # assert form.model, f'{form} must define a `.model`'
+
+    async with open_handlers(
+
+        list(form.fields.values()),
+        event_types={
+            QEvent.KeyPress,
+        },
+
+        async_handler=partial(
+            handle_field_input,
+            form=form,
+            focus_next=focus_next,
+            on_value_change=on_value_change,
+        ),
+
+        # block key repeats?
+        filter_auto_repeats=True,
+    ):
+        yield form
+
+
+class FillStatusBar(QProgressBar):
+    '''A status bar for fills up to a position limit.
+
+    '''
+    border_px: int = 2
+    slot_margin_px: int = 2
+
+    def __init__(
+        self,
+        approx_height_px: float,
+        width_px: float,
+        font_size: int,
+        parent=None
+
+    ) -> None:
+        super().__init__(parent=parent)
+        self.approx_h = approx_height_px
+        self.font_size = font_size
+
+        self.setFormat('')  # label format
+        self.setMinimumWidth(width_px)
+        self.setMaximumWidth(width_px)
+
+    def set_slots(
+        self,
+        slots: int,
+        value: float,
+
+    ) -> None:
+
+        approx_h = self.approx_h
+        # TODO: compute "used height" thus far and mostly fill the rest
+        tot_slot_h, r = divmod(
+            approx_h,
+            slots,
+        )
+        clipped = slots * tot_slot_h + 2*self.border_px
+        self.setMaximumHeight(clipped)
+        slot_height_px = tot_slot_h - 2*self.slot_margin_px
+
+        self.setOrientation(Qt.Vertical)
+        self.setStyleSheet(
+            f"""
+            QProgressBar {{
+
+                text-align: center;
+
+                font-size : {self.font_size - 2}px;
+
+                background-color: {hcolor('papas_special')};
+                color : {hcolor('papas_special')};
+
+                border: {self.border_px}px solid {hcolor('default_light')};
+                border-radius: 2px;
+            }}
+
+            QProgressBar::chunk {{
+
+                background-color: {hcolor('default_spotlight')};
+                color: {hcolor('bracket')};
+
+                border-radius: 2px;
+
+                margin: {self.slot_margin_px}px;
+                height: {slot_height_px}px;
+
+            }}
+            """
+        )
+
+        # margin-bottom: {slot_margin_px*2}px;
+        # margin-top: {slot_margin_px*2}px;
+        # color: #19232D;
+        # width: 10px;
+
+        self.setRange(0, slots)
+        self.setValue(value)
+
+
+def mk_fill_status_bar(
+
+    parent_pane: QWidget,
+    form: FieldsForm,
+    pane_vbox: QVBoxLayout,
+    label_font_size: Optional[int] = None,
+
+) -> (
+    # TODO: turn this into a composite?
+    QHBoxLayout,
+    QProgressBar,
+    QLabel,
+    QLabel,
+    QLabel,
+):
+    # indent = 18
+    # bracket_val = 0.375 * 0.666 * w
+    # indent = bracket_val / (1 + 5/8)
+
+    # TODO: calc this height from the ``ChartnPane``
+    chart_h = round(parent_pane.height() * 5/8)
+    bar_h = chart_h * 0.375
+
+    # TODO: once things are sized to screen
+    bar_label_font_size = label_font_size or _font.px_size - 2
+
+    label_font = DpiAwareFont()
+    label_font._set_qfont_px_size(bar_label_font_size)
+    br = label_font.boundingRect(f'{3.32:.1f}% port')
+    _, h = br.width(), br.height()
+    # text_w = 8/3 * w
+
+    # PnL on lhs
+    bar_labels_lhs = QVBoxLayout()
+    left_label = form.add_field_label(
+        dedent("""
+        {pnl:>+.2%} pnl
+        """),
+        font_size=bar_label_font_size,
+        font_color='gunmetal',
+    )
+
+    bar_labels_lhs.addSpacing(5/8 * bar_h)
+    bar_labels_lhs.addWidget(
+        left_label,
+        alignment=Qt.AlignLeft | Qt.AlignTop,
+    )
+
+    # this hbox is added as a layout by the paner maker/caller
+    hbox = QHBoxLayout()
+
+    hbox.addLayout(bar_labels_lhs)
+    # hbox.addSpacing(indent)  # push to right a bit
+
+    # config
+    # hbox.setSpacing(indent * 0.375)
+    hbox.setSpacing(0)
+    hbox.setAlignment(Qt.AlignTop | Qt.AlignLeft)
+    hbox.setContentsMargins(0, 0, 0, 0)
+
+    # TODO: use percentage str formatter:
+    # https://docs.python.org/3/library/string.html#grammar-token-precision
+
+    top_label = form.add_field_label(
+        # {limit:.1f} limit
+        dedent("""
+        {limit}
+        """),
+        font_size=bar_label_font_size,
+        font_color='gunmetal',
+    )
+
+    bottom_label = form.add_field_label(
+        dedent("""
+        x: {step_size}\n
+        """),
+        font_size=bar_label_font_size,
+        font_color='gunmetal',
+    )
+
+    bar = FillStatusBar(
+        approx_height_px=bar_h,
+        width_px=h * (1 + 1/6),
+        font_size=form._font_size,
+        parent=form
+    )
+
+    hbox.addWidget(bar, alignment=Qt.AlignLeft | Qt.AlignTop)
+
+    bar_labels_rhs_vbox = QVBoxLayout()
+    bar_labels_rhs_vbox.addWidget(
+        top_label,
+        alignment=Qt.AlignLeft | Qt.AlignTop
+    )
+    bar_labels_rhs_vbox.addWidget(
+        bottom_label,
+        alignment=Qt.AlignLeft | Qt.AlignBottom
+    )
+
+    hbox.addLayout(bar_labels_rhs_vbox)
+
+    # compute "chunk" sizes for fill-status-bar based on some static height
+    slots = 4
+    bar.set_slots(slots, value=0)
+
+    return hbox, bar, left_label, top_label, bottom_label
+
+
+def mk_order_pane_layout(
+
+    parent: QWidget,
+    # accounts: dict[str, Optional[str]],
+
+) -> FieldsForm:
+
+    # font_size: int = _font_small.px_size - 2
+    font_size: int = _font.px_size - 2
+    accounts = brokers.config.load_accounts()
+
+    # TODO: maybe just allocate the whole fields form here
+    # and expect an async ctx entry?
+    form = mk_form(
+        parent=parent,
+        fields_schema={
+            'account': {
+                'label': '**account**:',
+                'type': 'select',
+                'default_value': accounts.keys(),
+            },
+            'size_unit': {
+                'label': '**allocate**:',
+                'type': 'select',
+                'default_value': [
+                    '$ size',
+                    '# units',
+                    # '% of port',
+                ],
+            },
+            # 'disti_weight': {
+            #     'label': '**weighting**:',
+            #     'type': 'select',
+            #     'default_value': ['uniform'],
+            # },
+            'limit': {
+                'label': '**limit**:',
+                'type': 'edit',
+                'default_value': 5000,
+            },
+            'slots': {
+                'label': '**slots**:',
+                'type': 'edit',
+                'default_value': 4,
+            },
+        },
+    )
+
+    # top level pane layout
+    # XXX: see ``FieldsForm.__init__()`` for why we can't do basic
+    # config of the vbox here
+    vbox = form.vbox
+
+    # _, h = form.width(), form.height()
+    # print(f'w, h: {w, h}')
+
+    hbox, fill_bar, left_label, top_label, bottom_label = mk_fill_status_bar(
+        parent,
+        form,
+        pane_vbox=vbox,
+        label_font_size=font_size,
+
+    )
+    # TODO: would be nice to have some better way of reffing these over
+    # monkey patching...
+    form.fill_bar = fill_bar
+    form.left_label = left_label
+    form.bottom_label = bottom_label
+    form.top_label = top_label
+
+    # add pp fill bar + spacing
+    vbox.addLayout(hbox, stretch=1/3)
+
+    # TODO: status labels for brokerd real-time info
+    # feed_label = form.add_field_label(
+    #     dedent("""
+    #     brokerd.ib\n
+    #     |_@{host}:{port}\n
+    #     |_consumers: {cons}\n
+    #     |_streams: {streams}\n
+    #     |_shms: {streams}\n
+    #     """),
+    #     font_size=_font_small.px_size,
+    # )
+
+    # # add feed info label
+    # vbox.addWidget(
+    #     feed_label,
+    #     alignment=Qt.AlignBottom,
+    #     # stretch=1/3,
+    # )
+
+    # TODO: handle resize events and appropriately scale this
+    # to the sidepane height?
+    # https://doc.qt.io/qt-5/layout.html#adding-widgets-to-a-layout
+    vbox.setSpacing(_font.px_size * 1.375)
+
+    form.show()
+    return form

piker/ui/_interaction.py

@@ -23,6 +23,8 @@ import time
 from typing import Optional, Callable
 
 import pyqtgraph as pg
+# from pyqtgraph.GraphicsScene import mouseEvents
+from PyQt5.QtWidgets import QGraphicsSceneMouseEvent as gs_mouse
 from PyQt5.QtCore import Qt, QEvent
 from pyqtgraph import ViewBox, Point, QtCore
 from pyqtgraph import functions as fn
@@ -32,20 +34,39 @@ import trio
 from ..log import get_logger
 from ._style import _min_points_to_show
 from ._editors import SelectRect
-from ._window import main_window
+from . import _event
 
 
 log = get_logger(__name__)
 
+NUMBER_LINE = {
+    Qt.Key_1,
+    Qt.Key_2,
+    Qt.Key_3,
+    Qt.Key_4,
+    Qt.Key_5,
+    Qt.Key_6,
+    Qt.Key_7,
+    Qt.Key_8,
+    Qt.Key_9,
+    Qt.Key_0,
+}
 
-async def handle_viewmode_inputs(
+ORDER_MODE = {
+    Qt.Key_A,
+    Qt.Key_F,
+    Qt.Key_D,
+}
+
+
+async def handle_viewmode_kb_inputs(
 
     view: 'ChartView',
     recv_chan: trio.abc.ReceiveChannel,
 
 ) -> None:
 
-    mode = view.mode
+    order_mode = view.order_mode
 
     # track edge triggered keys
     # (https://en.wikipedia.org/wiki/Interrupt#Triggering_methods)
@@ -55,6 +76,8 @@ async def handle_viewmode_inputs(
     trigger_mode: str
     action: str
 
+    on_next_release: Optional[Callable] = None
+
     # for quick key sequence-combo pattern matching
     # we have a min_tap period and these should not
     # ever be auto-repeats since we filter those at the
@@ -62,10 +85,11 @@ async def handle_viewmode_inputs(
     min_tap = 1/6
     fast_key_seq: list[str] = []
     fast_taps: dict[str, Callable] = {
-        'cc': mode.cancel_all_orders,
+        'cc': order_mode.cancel_all_orders,
     }
 
-    async for event, etype, key, mods, text in recv_chan:
+    async for kbmsg in recv_chan:
+        event, etype, key, mods, text = kbmsg.to_tuple()
         log.debug(f'key: {key}, mods: {mods}, text: {text}')
         now = time.time()
         period = now - last
@@ -115,7 +139,7 @@ async def handle_viewmode_inputs(
                     Qt.Key_Space,
                 }
             ):
-                view._chart._lc.godwidget.search.focus()
+                view._chart.linked.godwidget.search.focus()
 
             # esc and ctrl-c
             if key == Qt.Key_Escape or (ctrl and key == Qt.Key_C):
@@ -126,7 +150,7 @@ async def handle_viewmode_inputs(
             # cancel order or clear graphics
             if key == Qt.Key_C or key == Qt.Key_Delete:
 
-                mode.cancel_orders_under_cursor()
+                order_mode.cancel_orders_under_cursor()
 
             # View modes
             if key == Qt.Key_R:
@@ -144,10 +168,14 @@ async def handle_viewmode_inputs(
         # release branch
         elif etype in {QEvent.KeyRelease}:
 
+            if on_next_release:
+                on_next_release()
+                on_next_release = None
+
             if key in pressed:
                 pressed.remove(key)
 
-        # QUERY MODE #
+        # QUERY/QUOTE MODE #
         if {Qt.Key_Q}.intersection(pressed):
 
             view.linkedsplits.cursor.in_query_mode = True
@@ -155,7 +183,8 @@ async def handle_viewmode_inputs(
         else:
             view.linkedsplits.cursor.in_query_mode = False
 
-        # SELECTION MODE #
+        # SELECTION MODE
+        # --------------
 
         if shift:
             if view.state['mouseMode'] == ViewBox.PanMode:
@@ -163,25 +192,41 @@ async def handle_viewmode_inputs(
         else:
             view.setMouseMode(ViewBox.PanMode)
 
-        # ORDER MODE #
+        # Toggle position config pane
-        # live vs. dark trigger + an action {buy, sell, alert}
+        if (
+            ctrl and key in {
+                Qt.Key_P,
+            }
+        ):
+            pp_pane = order_mode.pp.pane
+            if pp_pane.isHidden():
+                pp_pane.show()
+            else:
+                pp_pane.hide()
 
-        order_keys_pressed = {
+        # ORDER MODE
-            Qt.Key_A,
+        # ----------
-            Qt.Key_F,
+
-            Qt.Key_D
+        # live vs. dark trigger + an action {buy, sell, alert}
-        }.intersection(pressed)
+        order_keys_pressed = ORDER_MODE.intersection(pressed)
 
         if order_keys_pressed:
+
+            # show the pp size label
+            order_mode.pp.show()
+
+            # TODO: show pp config mini-params in status bar widget
+            # mode.pp_config.show()
+
             if (
                 # 's' for "submit" to activate "live" order
                 Qt.Key_S in pressed or
                 ctrl
             ):
-                trigger_mode: str = 'live'
+                trigger_type: str = 'live'
 
             else:
-                trigger_mode: str = 'dark'
+                trigger_type: str = 'dark'
 
             # order mode trigger "actions"
             if Qt.Key_D in pressed:  # for "damp eet"
@@ -192,32 +237,85 @@ async def handle_viewmode_inputs(
 
             elif Qt.Key_A in pressed:
                 action = 'alert'
-                trigger_mode = 'live'
+                trigger_type = 'live'
 
-            view.order_mode = True
+            order_mode.active = True
 
             # XXX: order matters here for line style!
-            view.mode._exec_mode = trigger_mode
+            order_mode._trigger_type = trigger_type
-            view.mode.set_exec(action)
+            order_mode.stage_order(
+                action,
+                trigger_type=trigger_type,
+            )
 
-            prefix = trigger_mode + '-' if action != 'alert' else ''
+            prefix = trigger_type + '-' if action != 'alert' else ''
-            view._chart.window().mode_label.setText(
+            view._chart.window().set_mode_name(f'{prefix}{action}')
-                f'mode: {prefix}{action}')
+
+        elif (
+            (
+                Qt.Key_S in pressed or
+                order_keys_pressed or
+                Qt.Key_O in pressed
+            ) and
+            key in NUMBER_LINE
+        ):
+            # hot key to set order slots size
+            num = int(text)
+            pp_pane = order_mode.pane
+            pp_pane.on_ui_settings_change('slots', num)
+            edit = pp_pane.form.fields['slots']
+            edit.selectAll()
+            on_next_release = edit.deselect
+
+            pp_pane.update_status_ui()
 
         else:  # none active
+
+            # hide pp label
+            order_mode.pp.hide_info()
+
             # if none are pressed, remove "staged" level
             # line under cursor position
-            view.mode.lines.unstage_line()
+            order_mode.lines.unstage_line()
 
             if view.hasFocus():
                 # update mode label
-                view._chart.window().mode_label.setText('mode: view')
+                view._chart.window().set_mode_name('view')
 
-            view.order_mode = False
+            order_mode.active = False
 
         last = time.time()
 
 
+async def handle_viewmode_mouse(
+
+    view: 'ChartView',
+    recv_chan: trio.abc.ReceiveChannel,
+
+) -> None:
+
+    async for msg in recv_chan:
+        button = msg.button
+
+        # XXX: ugggh ``pyqtgraph`` has its own mouse events..
+        # so we can't overried this easily.
+        # it's going to take probably some decent
+        # reworking of the mouseClickEvent() handler.
+
+        # if button == QtCore.Qt.RightButton and view.menuEnabled():
+        #     event = mouseEvents.MouseClickEvent(msg.event)
+        #     # event.accept()
+        #     view.raiseContextMenu(event)
+
+        if (
+            view.order_mode.active and
+            button == QtCore.Qt.LeftButton
+        ):
+            # when in order mode, submit execution
+            # msg.event.accept()
+            view.order_mode.submit_order()
+
+
 class ChartView(ViewBox):
     '''
     Price chart view box with interaction behaviors you'd expect from
@@ -229,12 +327,13 @@ class ChartView(ViewBox):
         - zoom on right-click-n-drag to cursor position
 
     '''
-    mode_name: str = 'mode: view'
+    mode_name: str = 'view'
 
     def __init__(
-
         self,
+
         name: str,
+
         parent: pg.PlotItem = None,
         **kwargs,
 
@@ -251,7 +350,6 @@ class ChartView(ViewBox):
         self.select_box = SelectRect(self)
         self.addItem(self.select_box, ignoreBounds=True)
 
-        self.name = name
         self.mode = None
         self.order_mode: bool = False
 
@@ -260,13 +358,25 @@ class ChartView(ViewBox):
     @asynccontextmanager
     async def open_async_input_handler(
         self,
-    ) -> 'ChartView':
-        from . import _event
 
-        async with _event.open_handler(
+    ) -> 'ChartView':
-            self,
+
-            event_types={QEvent.KeyPress, QEvent.KeyRelease},
+        async with (
-            async_handler=handle_viewmode_inputs,
+            _event.open_handlers(
+                [self],
+                event_types={
+                    QEvent.KeyPress,
+                    QEvent.KeyRelease,
+                },
+                async_handler=handle_viewmode_kb_inputs,
+            ),
+            _event.open_handlers(
+                [self],
+                event_types={
+                    gs_mouse.GraphicsSceneMousePress,
+                },
+                async_handler=handle_viewmode_mouse,
+            ),
         ):
             yield self
 
@@ -458,22 +568,10 @@ class ChartView(ViewBox):
             self.scaleBy(x=x, y=y, center=center)
             self.sigRangeChangedManually.emit(self.state['mouseEnabled'])
 
-    def mouseClickEvent(self, ev):
+    # def mouseClickEvent(self, event: QtCore.QEvent) -> None:
-        """Full-click callback.
+    #      '''This routine is rerouted to an async handler.
-
+    #      '''
-        """
+    #     pass
-        button = ev.button()
-        # pos = ev.pos()
-
-        if button == QtCore.Qt.RightButton and self.menuEnabled():
-            ev.accept()
-            self.raiseContextMenu(ev)
-
-        elif button == QtCore.Qt.LeftButton:
-            # when in order mode, submit execution
-            if self.order_mode:
-                ev.accept()
-                self.mode.submit_exec()
 
     def keyReleaseEvent(self, event: QtCore.QEvent) -> None:
         '''This routine is rerouted to an async handler.

piker/ui/_label.py

@@ -19,74 +19,20 @@ Non-shitty labels that don't re-invent the wheel.
 
 """
 from inspect import isfunction
-from typing import Callable
+from typing import Callable, Optional, Any
 
 import pyqtgraph as pg
 from PyQt5 import QtGui, QtWidgets
-from PyQt5.QtCore import QPointF, QRectF
+from PyQt5.QtWidgets import QLabel
+from PyQt5.QtCore import QPointF, QRectF, Qt
 
 from ._style import (
     DpiAwareFont,
     hcolor,
+    _font,
 )
 
 
-def vbr_left(label) -> Callable[..., float]:
-    """Return a closure which gives the scene x-coordinate for the
-    leftmost point of the containing view box.
-
-    """
-    return label.vbr().left
-
-
-def right_axis(
-
-    chart: 'ChartPlotWidget',  # noqa
-    label: 'Label',  # noqa
-    side: str = 'left',
-    offset: float = 10,
-    avoid_book: bool = True,
-    width: float = None,
-
-) -> Callable[..., float]:
-    """Return a position closure which gives the scene x-coordinate for
-    the x point on the right y-axis minus the width of the label given
-    it's contents.
-
-    """
-    ryaxis = chart.getAxis('right')
-
-    if side == 'left':
-
-        if avoid_book:
-            def right_axis_offset_by_w() -> float:
-
-                # l1 spread graphics x-size
-                l1_len = chart._max_l1_line_len
-
-                # sum of all distances "from" the y-axis
-                right_offset = l1_len + label.w + offset
-
-                return ryaxis.pos().x() - right_offset
-
-        else:
-            def right_axis_offset_by_w() -> float:
-
-                return ryaxis.pos().x() - (label.w + offset)
-
-        return right_axis_offset_by_w
-
-    elif 'right':
-
-        # axis_offset = ryaxis.style['tickTextOffset'][0]
-
-        def on_axis() -> float:
-
-            return ryaxis.pos().x()  # + axis_offset - 2
-
-        return on_axis
-
-
 class Label:
     """
     A plain ol' "scene label" using an underlying ``QGraphicsTextItem``.
@@ -110,13 +56,14 @@ class Label:
 
         self,
         view: pg.ViewBox,
-
         fmt_str: str,
-        color: str = 'bracket',
+
+        color: str = 'default_light',
         x_offset: float = 0,
         font_size: str = 'small',
-        opacity: float = 0.666,
+        opacity: float = 1,
-        fields: dict = {}
+        fields: dict = {},
+        update_on_range_change: bool = True,
 
     ) -> None:
 
@@ -124,9 +71,13 @@ class Label:
         self._fmt_str = fmt_str
         self._view_xy = QPointF(0, 0)
 
+        self.scene_anchor: Optional[Callable[..., QPointF]] = None
+
         self._x_offset = x_offset
 
         txt = self.txt = QtWidgets.QGraphicsTextItem()
+        txt.setCacheMode(QtWidgets.QGraphicsItem.DeviceCoordinateCache)
+
         vb.scene().addItem(txt)
 
         # configure font size based on DPI
@@ -139,7 +90,8 @@ class Label:
         txt.setOpacity(opacity)
 
         # register viewbox callbacks
-        vb.sigRangeChanged.connect(self.on_sigrange_change)
+        if update_on_range_change:
+            vb.sigRangeChanged.connect(self.on_sigrange_change)
 
         self._hcolor: str = ''
         self.color = color
@@ -165,13 +117,34 @@ class Label:
         self.txt.setDefaultTextColor(pg.mkColor(hcolor(color)))
         self._hcolor = color
 
+    def update(self) -> None:
+        '''Update this label either by invoking its
+        user defined anchoring function, or by positioning
+        to the last recorded data view coordinates.
+
+        '''
+        # move label in scene coords to desired position
+        anchor = self.scene_anchor
+        if anchor:
+            self.txt.setPos(anchor())
+
+        else:
+            # position based on last computed view coordinate
+            self.set_view_pos(self._view_xy.y())
+
     def on_sigrange_change(self, vr, r) -> None:
-        self.set_view_y(self._view_xy.y())
+        return self.update()
 
     @property
     def w(self) -> float:
         return self.txt.boundingRect().width()
 
+    def scene_br(self) -> QRectF:
+        txt = self.txt
+        return txt.mapToScene(
+            txt.boundingRect()
+        ).boundingRect()
+
     @property
     def h(self) -> float:
         return self.txt.boundingRect().height()
@@ -186,18 +159,20 @@ class Label:
         assert isinstance(func(), float)
         self._anchor_func = func
 
-    def set_view_y(
+    def set_view_pos(
         self,
+
         y: float,
+        x: Optional[float] = None,
+
     ) -> None:
 
-        scene_x = self._anchor_func() or self.txt.pos().x()
+        if x is None:
+            scene_x = self._anchor_func() or self.txt.pos().x()
+            x = self.vb.mapToView(QPointF(scene_x, scene_x)).x()
 
         # get new (inside the) view coordinates / position
-        self._view_xy = QPointF(
+        self._view_xy = QPointF(x, y)
-            self.vb.mapToView(QPointF(scene_x, scene_x)).x(),
-            y,
-        )
 
         # map back to the outer UI-land "scene" coordinates
         s_xy = self.vb.mapFromView(self._view_xy)
@@ -210,9 +185,6 @@ class Label:
 
         assert s_xy == self.txt.pos()
 
-    def orient_on(self, h: str, v: str) -> None:
-        pass
-
     @property
     def fmt_str(self) -> str:
         return self._fmt_str
@@ -221,7 +193,11 @@ class Label:
     def fmt_str(self, fmt_str: str) -> None:
         self._fmt_str = fmt_str
 
-    def format(self, **fields: dict) -> str:
+    def format(
+        self,
+        **fields: dict
+
+    ) -> str:
 
         out = {}
 
@@ -229,8 +205,10 @@ class Label:
         # calcs of field data from field data
         # ex. to calculate a $value = price * size
         for k, v in fields.items():
+
             if isfunction(v):
                 out[k] = v(fields)
+
             else:
                 out[k] = v
 
@@ -252,3 +230,55 @@ class Label:
 
     def delete(self) -> None:
         self.vb.scene().removeItem(self.txt)
+
+
+class FormatLabel(QLabel):
+    '''Kinda similar to above but using the widget apis.
+
+    '''
+    def __init__(
+        self,
+
+        fmt_str: str,
+        font: QtGui.QFont,
+        font_size: int,
+        font_color: str,
+
+        parent=None,
+
+    ) -> None:
+
+        super().__init__(parent)
+
+        # by default set the format string verbatim and expect user to
+        # call ``.format()`` later (presumably they'll notice the
+        # unformatted content if ``fmt_str`` isn't meant to be
+        # unformatted).
+        self.fmt_str = fmt_str
+        self.setText(fmt_str)
+
+        self.setStyleSheet(
+            f"""QLabel {{
+                color : {hcolor(font_color)};
+                font-size : {font_size}px;
+            }}
+            """
+        )
+        self.setFont(_font.font)
+        self.setTextFormat(Qt.MarkdownText)  # markdown
+        self.setMargin(0)
+
+        self.setAlignment(
+            Qt.AlignVCenter
+            | Qt.AlignLeft
+        )
+        self.setText(self.fmt_str)
+
+    def format(
+        self,
+        **fields: dict[str, Any],
+
+    ) -> str:
+        out = self.fmt_str.format(**fields)
+        self.setText(out)
+        return out

piker/ui/_lines.py

@@ -18,16 +18,25 @@
 Lines for orders, alerts, L2.
 
 """
+from functools import partial
 from math import floor
-from typing import Tuple, Optional, List
+from typing import Tuple, Optional, List, Callable
 
 import pyqtgraph as pg
 from pyqtgraph import Point, functions as fn
 from PyQt5 import QtCore, QtGui, QtWidgets
 from PyQt5.QtCore import QPointF
 
-from ._annotate import mk_marker, qgo_draw_markers
+from ._annotate import qgo_draw_markers, LevelMarker
-from ._label import Label, vbr_left, right_axis
+from ._anchors import (
+    marker_right_points,
+    vbr_left,
+    right_axis,
+    # pp_tight_and_right,  # wanna keep it straight in the long run
+    gpath_pin,
+)
+from ..calc import humanize
+from ._label import Label
 from ._style import hcolor, _font
 
 
@@ -36,12 +45,6 @@ from ._style import hcolor, _font
 # https://stackoverflow.com/questions/26156486/determine-bounding-rect-of-line-in-qt
 class LevelLine(pg.InfiniteLine):
 
-    # TODO: fill in these slots for orders
-    # available parent signals
-    # sigDragged(self)
-    # sigPositionChangeFinished(self)
-    # sigPositionChanged(self)
-
     def __init__(
         self,
         chart: 'ChartPlotWidget',  # type: ignore # noqa
@@ -50,19 +53,20 @@ class LevelLine(pg.InfiniteLine):
         color: str = 'default',
         highlight_color: str = 'default_light',
         dotted: bool = False,
-        marker_size: int = 20,
 
         # UX look and feel opts
         always_show_labels: bool = False,
-        hl_on_hover: bool = True,
+        highlight_on_hover: bool = True,
         hide_xhair_on_hover: bool = True,
         only_show_markers_on_hover: bool = True,
         use_marker_margin: bool = False,
-
         movable: bool = True,
 
     ) -> None:
 
+        # TODO: at this point it's probably not worth the inheritance
+        # any more since  we've reimplemented ``.pain()`` among other
+        # things..
         super().__init__(
             movable=movable,
             angle=0,
@@ -72,13 +76,16 @@ class LevelLine(pg.InfiniteLine):
         )
 
         self._chart = chart
-        self._hoh = hl_on_hover
+        self.highlight_on_hover = highlight_on_hover
         self._dotted = dotted
         self._hide_xhair_on_hover = hide_xhair_on_hover
 
+        # callback that can be assigned by user code
+        # to get updates from each level change
+        self._on_level_change: Callable[[float], None] = lambda y: None
+
         self._marker = None
-        self._default_mkr_size = marker_size
+        self.only_show_markers_on_hover = only_show_markers_on_hover
-        self._moh = only_show_markers_on_hover
         self.show_markers: bool = True  # presuming the line is hovered at init
 
         # should line go all the way to far end or leave a "margin"
@@ -97,7 +104,7 @@ class LevelLine(pg.InfiniteLine):
 
         # list of labels anchored at one of the 2 line endpoints
         # inside the viewbox
-        self._labels: List[(int, Label)] = []
+        self._labels: List[Label] = []
         self._markers: List[(int, Label)] = []
 
         # whenever this line is moved trigger label updates
@@ -109,14 +116,12 @@ class LevelLine(pg.InfiniteLine):
 
         # TODO: for when we want to move groups of lines?
         self._track_cursor: bool = False
-        self._always_show_labels = always_show_labels
+        self.always_show_labels = always_show_labels
 
         self._on_drag_start = lambda l: None
         self._on_drag_end = lambda l: None
 
-        self._y_incr_mult = 1 / chart._lc._symbol.tick_size
+        self._y_incr_mult = 1 / chart.linked.symbol.tick_size
-        self._last_scene_y: float = 0
-
         self._right_end_sc: float = 0
 
     def txt_offsets(self) -> Tuple[int, int]:
@@ -143,52 +148,6 @@ class LevelLine(pg.InfiniteLine):
         hoverpen.setWidth(2)
         self.hoverPen = hoverpen
 
-    def add_label(
-        self,
-
-        # by default we only display the line's level value
-        # in the label
-        fmt_str: str = (
-            '{level:,.{level_digits}f}'
-        ),
-        side: str = 'right',
-        side_of_axis: str = 'left',
-        x_offset: float = 0,
-
-        color: str = None,
-        bg_color: str = None,
-        avoid_book: bool = True,
-
-        **label_kwargs,
-    ) -> Label:
-        """Add a ``LevelLabel`` anchored at one of the line endpoints in view.
-
-        """
-        label = Label(
-            view=self.getViewBox(),
-            fmt_str=fmt_str,
-            color=self.color,
-        )
-
-        # set anchor callback
-        if side == 'right':
-            label.set_x_anchor_func(
-                right_axis(
-                    self._chart,
-                    label,
-                    side=side_of_axis,
-                    offset=x_offset,
-                    avoid_book=avoid_book,
-                )
-            )
-
-        elif side == 'left':
-            label.set_x_anchor_func(vbr_left(label))
-
-        self._labels.append((side, label))
-
-        return label
-
     def on_pos_change(
         self,
         line: 'LevelLine',  # noqa
@@ -196,61 +155,75 @@ class LevelLine(pg.InfiniteLine):
         """Position changed handler.
 
         """
-        self.update_labels({'level': self.value()})
+        level = self.value()
+        self.update_labels({'level': level})
+        self.set_level(level, called_from_on_pos_change=True)
 
     def update_labels(
         self,
         fields_data: dict,
+
     ) -> None:
 
-        for at, label in self._labels:
+        for label in self._labels:
-            label.color = self.color
-            # print(f'color is {self.color}')
 
+            label.color = self.color
             label.fields.update(fields_data)
+            label.render()
 
             level = fields_data.get('level')
             if level:
-                label.set_view_y(level)
+                label.set_view_pos(y=level)
-
-            label.render()
 
         self.update()
 
     def hide_labels(self) -> None:
-        for at, label in self._labels:
+        for label in self._labels:
             label.hide()
 
     def show_labels(self) -> None:
-        for at, label in self._labels:
+        for label in self._labels:
             label.show()
 
     def set_level(
         self,
         level: float,
+        called_from_on_pos_change: bool = False,
+
     ) -> None:
-        last = self.value()
 
-        # if the position hasn't changed then ``.update_labels()``
+        if not called_from_on_pos_change:
-        # will not be called by a non-triggered `.on_pos_change()`,
+            last = self.value()
-        # so we need to call it manually to avoid mismatching
+
-        # label-to-line color when the line is updated but not
+            # if the position hasn't changed then ``.update_labels()``
-        # "moved".
+            # will not be called by a non-triggered `.on_pos_change()`,
-        if level == last:
+            # so we need to call it manually to avoid mismatching
-            self.update_labels({'level': level})
+            # label-to-line color when the line is updated but not
+            # from a "moved" event.
+            if level == last:
+                self.update_labels({'level': level})
+
+            self.setPos(level)
 
-        self.setPos(level)
         self.level = self.value()
         self.update()
 
+        # invoke any user code
+        self._on_level_change(level)
+
     def on_tracked_source(
         self,
+
         x: int,
         y: float
+
     ) -> None:
-        # XXX: this is called by our ``Cursor`` type once this
+        '''Chart coordinates cursor tracking callback.
-        # line is set to track the cursor: for every movement
+
-        # this callback is invoked to reposition the line
+        this is called by our ``Cursor`` type once this line is set to
+        track the cursor: for every movement this callback is invoked to
+        reposition the line with the current view coordinates.
+        '''
         self.movable = True
         self.set_level(y)  # implictly calls reposition handler
 
@@ -316,9 +289,10 @@ class LevelLine(pg.InfiniteLine):
         """
         scene = self.scene()
         if scene:
-            for at, label in self._labels:
+            for label in self._labels:
                 label.delete()
 
+            # gc managed labels?
             self._labels.clear()
 
             if self._marker:
@@ -352,26 +326,13 @@ class LevelLine(pg.InfiniteLine):
 
         return up_to_l1_sc
 
-    def marker_right_points(self) -> (float, float, float):
-
-        chart = self._chart
-        l1_len = chart._max_l1_line_len
-        ryaxis = chart.getAxis('right')
-
-        r_axis_x = ryaxis.pos().x()
-        up_to_l1_sc = r_axis_x - l1_len
-
-        size = self._default_mkr_size
-        marker_right = up_to_l1_sc - (1.375 * 2*size)
-        line_end = marker_right - (6/16 * size)
-
-        return line_end, marker_right, r_axis_x
-
     def paint(
         self,
+
         p: QtGui.QPainter,
         opt: QtWidgets.QStyleOptionGraphicsItem,
         w: QtWidgets.QWidget
+
     ) -> None:
         """Core paint which we override (yet again)
         from pg..
@@ -383,7 +344,7 @@ class LevelLine(pg.InfiniteLine):
         vb_left, vb_right = self._endPoints
         vb = self.getViewBox()
 
-        line_end, marker_right, r_axis_x = self.marker_right_points()
+        line_end, marker_right, r_axis_x = marker_right_points(self._chart)
 
         if self.show_markers and self.markers:
 
@@ -403,9 +364,14 @@ class LevelLine(pg.InfiniteLine):
         # order lines.. not sure wtf is up with that.
         # for now we're just using it on the position line.
         elif self._marker:
+
+            # TODO: make this label update part of a scene-aware-marker
+            # composed annotation
             self._marker.setPos(
                 QPointF(marker_right, self.scene_y())
             )
+            if hasattr(self._marker, 'label'):
+                self._marker.label.update()
 
         elif not self.use_marker_margin:
             # basically means **don't** shorten the line with normally
@@ -427,19 +393,33 @@ class LevelLine(pg.InfiniteLine):
         super().hide()
         if self._marker:
             self._marker.hide()
+            # needed for ``order_line()`` lines currently
+            self._marker.label.hide()
 
-    def scene_right_xy(self) -> QPointF:
+    def show(self) -> None:
-        return self.getViewBox().mapFromView(
+        super().show()
-            QPointF(0, self.value())
+        if self._marker:
-        )
+            self._marker.show()
+            # self._marker.label.show()
 
     def scene_y(self) -> float:
-        return self.getViewBox().mapFromView(Point(0, self.value())).y()
+        return self.getViewBox().mapFromView(
+            Point(0, self.value())
+        ).y()
+
+    def scene_endpoint(self) -> QPointF:
+
+        if not self._right_end_sc:
+            line_end, _, _ = marker_right_points(self._chart)
+            self._right_end_sc = line_end - 10
+
+        return QPointF(self._right_end_sc, self.scene_y())
 
     def add_marker(
         self,
         path: QtWidgets.QGraphicsPathItem,
-    ) -> None:
+
+    ) -> QtWidgets.QGraphicsPathItem:
 
         # add path to scene
         self.getViewBox().scene().addItem(path)
@@ -450,10 +430,9 @@ class LevelLine(pg.InfiniteLine):
 
         self._marker.setPen(self.currentPen)
         self._marker.setBrush(fn.mkBrush(self.currentPen.color()))
-        # y_in_sc = chart._vb.mapFromView(Point(0, self.value())).y()
         path.setPos(QPointF(rsc, self.scene_y()))
 
-        # self.update()
+        return path
 
     def hoverEvent(self, ev):
         """Mouse hover callback.
@@ -468,11 +447,14 @@ class LevelLine(pg.InfiniteLine):
             if self.mouseHovering is True:
                 return
 
-            if self._moh:
+            if self.only_show_markers_on_hover:
                 self.show_markers = True
 
+                if self._marker:
+                    self._marker.show()
+
             # highlight if so configured
-            if self._hoh:
+            if self.highlight_on_hover:
 
                 self.currentPen = self.hoverPen
 
@@ -511,17 +493,18 @@ class LevelLine(pg.InfiniteLine):
 
             cur._hovered.remove(self)
 
-            if self._moh:
+            if self.only_show_markers_on_hover:
                 self.show_markers = False
 
+                if self._marker:
+                    self._marker.hide()
+                    self._marker.label.hide()
+
             if self not in cur._trackers:
                 cur.show_xhair(y_label_level=self.value())
 
-            if not self._always_show_labels:
+            if not self.always_show_labels:
-                for at, label in self._labels:
+                self.hide_labels()
-                    label.hide()
-                    label.txt.update()
-                    # label.unhighlight()
 
             self.mouseHovering = False
 
@@ -529,33 +512,28 @@ class LevelLine(pg.InfiniteLine):
 
 
 def level_line(
+
     chart: 'ChartPlotWidget',  # noqa
     level: float,
-    color: str = 'default',
-
-    # whether or not the line placed in view should highlight
-    # when moused over (aka "hovered")
-    hl_on_hover: bool = True,
 
     # line style
     dotted: bool = False,
+    color: str = 'default',
+
+    # ux
+    highlight_on_hover: bool = True,
 
     # label fields and options
-    digits: int = 1,
-
     always_show_labels: bool = False,
-
     add_label: bool = True,
-
     orient_v: str = 'bottom',
-
     **kwargs,
 
 ) -> LevelLine:
     """Convenience routine to add a styled horizontal line to a plot.
 
     """
-    hl_color = color + '_light' if hl_on_hover else color
+    hl_color = color + '_light' if highlight_on_hover else color
 
     line = LevelLine(
         chart,
@@ -567,7 +545,7 @@ def level_line(
         dotted=dotted,
 
         # UX related options
-        hl_on_hover=hl_on_hover,
+        highlight_on_hover=highlight_on_hover,
 
         # when set to True the label is always shown instead of just on
         # highlight (which is a privacy thing for orders)
@@ -580,17 +558,36 @@ def level_line(
 
     if add_label:
 
-        label = line.add_label(
+        label = Label(
-            side='right',
-            opacity=1,
-            x_offset=0,
-            avoid_book=False,
-        )
-        label.orient_v = orient_v
 
+            view=line.getViewBox(),
+
+            # by default we only display the line's level value
+            # in the label
+            fmt_str=('{level:,.{level_digits}f}'),
+            color=color,
+        )
+
+        # anchor to right side (of view ) label
+        label.set_x_anchor_func(
+            right_axis(
+                chart,
+                label,
+                side='left',  # side of axis
+                offset=0,
+                avoid_book=False,
+            )
+        )
+
+        # add to label set which will be updated on level changes
+        line._labels.append(label)
+
+        label.orient_v = orient_v
         line.update_labels({'level': level, 'level_digits': 2})
         label.render()
 
+        # keep pp label details private until
+        # the user edge triggers "order mode"
         line.hide_labels()
 
     # activate/draw label
@@ -600,128 +597,181 @@ def level_line(
 
 
 def order_line(
+
     chart,
     level: float,
-    level_digits: float,
+    action: Optional[str] = 'buy',  # buy or sell
-    action: str,  # buy or sell
 
+    marker_style: Optional[str] = None,
+    level_digits: Optional[float] = 3,
     size: Optional[int] = 1,
-    size_digits: int = 0,
+    size_digits: int = 1,
     show_markers: bool = False,
     submit_price: float = None,
-    exec_type: str = 'dark',
-    order_type: str = 'limit',
     orient_v: str = 'bottom',
 
     **line_kwargs,
 
 ) -> LevelLine:
-    """Convenience routine to add a line graphic representing an order
+    '''Convenience routine to add a line graphic representing an order
     execution submitted to the EMS via the chart's "order mode".
 
-    """
+    '''
     line = level_line(
         chart,
         level,
         add_label=False,
         use_marker_margin=True,
-        # only_show_markers_on_hover=True,
         **line_kwargs
     )
 
-    if show_markers:
+    font_size = _font.font.pixelSize()
-        font_size = _font.font.pixelSize()
 
-        # scale marker size with dpi-aware font size
+    # scale marker size with dpi-aware font size
-        arrow_size = floor(1.375 * font_size)
+    marker_size = floor(1.375 * font_size)
-        alert_size = arrow_size * 0.666
-
-        # add arrow marker on end of line nearest y-axis
-        marker_style, marker_size = {
-            'buy': ('|<', arrow_size),
-            'sell': ('>|', arrow_size),
-            'alert': ('v', alert_size),
-        }[action]
-
-        # this fixes it the artifact issue! .. of course, bouding rect stuff
-        line._maxMarkerSize = marker_size
-
-        # use ``QPathGraphicsItem``s to draw markers in scene coords
-        # instead of the old way that was doing the same but by
-        # resetting the graphics item transform intermittently
-
-        # XXX: this is our new approach but seems slower?
-        # line.add_marker(mk_marker(marker_style, marker_size))
-
-        assert not line.markers
-
-        # the old way which is still somehow faster?
-        path = mk_marker(
-            marker_style,
-            # the "position" here is now ignored since we modified
-            # internals to pin markers to the right end of the line
-            marker_size,
-            use_qgpath=False,
-        )
-        # manually append for later ``InfiniteLine.paint()`` drawing
-        # XXX: this was manually tested as faster then using the
-        # QGraphicsItem around a painter path.. probably needs further
-        # testing to figure out why tf that's true.
-        line.markers.append((path, 0, marker_size))
 
     orient_v = 'top' if action == 'sell' else 'bottom'
 
     if action == 'alert':
-        # completely different labelling for alerts
+
-        fmt_str = 'alert => {level}'
+        label = Label(
+
+            view=line.getViewBox(),
+            color=line.color,
+
+            # completely different labelling for alerts
+            fmt_str='alert => {level}',
+        )
 
         # for now, we're just duplicating the label contents i guess..
-        llabel = line.add_label(
+        line._labels.append(label)
-            side='left',
+
-            fmt_str=fmt_str,
+        # anchor to left side of view / line
-        )
+        label.set_x_anchor_func(vbr_left(label))
-        llabel.fields = {
+
+        label.fields = {
             'level': level,
             'level_digits': level_digits,
         }
-        llabel.orient_v = orient_v
+
-        llabel.render()
+        marker_size = marker_size * 0.666
-        llabel.show()
 
     else:
-        # # left side label
+        view = line.getViewBox()
-        # llabel = line.add_label(
-        #     side='left',
-        #     fmt_str=' {exec_type}-{order_type}:\n ${$value}',
-        # )
-        # llabel.fields = {
-        #     'order_type': order_type,
-        #     'level': level,
-        #     '$value': lambda f: f['level'] * f['size'],
-        #     'size': size,
-        #     'exec_type': exec_type,
-        # }
-        # llabel.orient_v = orient_v
-        # llabel.render()
-        # llabel.show()
 
-        # right before L1 label
+        # far-side label
-        rlabel = line.add_label(
+        label = Label(
-            side='right',
+            view=view,
-            side_of_axis='left',
+            # display the order pos size, which is some multiple
-            x_offset=4*marker_size,
+            # of the user defined base unit size
             fmt_str=(
-                '{size:.{size_digits}f} '
+                '{size:.{size_digits}f}u{fiat_text}'
             ),
+            color=line.color,
         )
-        rlabel.fields = {
+
+        label.set_x_anchor_func(vbr_left(label))
+
+        line._labels.append(label)
+
+        def maybe_show_fiat_text(fields: dict) -> str:
+            fiat_size = fields.get('fiat_size')
+            if not fiat_size:
+                return ''
+
+            return f' -> ${humanize(fiat_size)}'
+
+        label.fields = {
             'size': size,
-            'size_digits': size_digits,
+            'size_digits': 0,
+            'fiat_size': None,
+            'fiat_text': maybe_show_fiat_text,
         }
 
-        rlabel.orient_v = orient_v
+    label.orient_v = orient_v
-        rlabel.render()
+    label.render()
-        rlabel.show()
+    label.show()
+
+    if show_markers:
+        # add arrow marker on end of line nearest y-axis
+        marker_style = marker_style or {
+            'buy': '|<',
+            'sell': '>|',
+            'alert': 'v',
+        }[action]
+
+        # the old way which is still somehow faster?
+        marker = LevelMarker(
+            chart=chart,
+            style=marker_style,
+            get_level=line.value,
+            size=marker_size,
+            keep_in_view=False,
+        )
+
+        # XXX: this is our new approach but seems slower?
+        marker = line.add_marker(marker)
+
+        # XXX: DON'T COMMENT THIS!
+        # this fixes it the artifact issue! .. of course, bounding rect stuff
+        line._maxMarkerSize = marker_size
+
+        assert line._marker is marker
+        assert not line.markers
+
+        # above we use ``QPathGraphicsItem``s directly to draw markers
+        # in scene coords instead of the way ``InfiniteLine`` does it
+        # internally: by resetting the graphics item transform
+        # intermittently inside ``.paint()`` which we've copied and
+        # seperated as ``qgo_draw_markers()`` if we ever want to go back
+        # to it; likely we can remove this.
+
+        # manually append for later ``InfiniteLine.paint()`` drawing
+        # XXX: this was manually tested as faster then using the
+        # QGraphicsItem around a painter path.. probably needs further
+        # testing to figure out why tf that's true.
+        # line.markers.append((marker, 0, marker_size))
+
+        if action != 'alert':
+
+            # add a partial position label if we also added a level marker
+            pp_size_label = Label(
+                view=view,
+                color=line.color,
+
+                # this is "static" label
+                # update_on_range_change=False,
+                fmt_str='\n'.join((
+                    '{slots_used:.1f}x',
+                )),
+
+                fields={
+                    'slots_used': 0,
+                },
+            )
+            pp_size_label.render()
+            pp_size_label.show()
+
+            line._labels.append(pp_size_label)
+
+            # TODO: pretty sure one of the reasons these "label
+            # updatess" are a bit "jittery" is because we aren't
+            # leveraging the "scene coordinates hierarchy" stuff:
+            # i.e. using some parent object as the coord "origin"
+            # which i presume would result in better pixel caching
+            # results? def something to dig into..
+            pp_size_label.scene_anchor = partial(
+                gpath_pin,
+                gpath=marker,
+                label=pp_size_label,
+            )
+            # XXX: without this the pp proportion label next the marker
+            # seems to lag?  this is the same issue we had with position
+            # lines which we handle with ``.update_graphcis()``.
+            # marker._on_paint=lambda marker: pp_size_label.update()
+            marker._on_paint = lambda marker: pp_size_label.update()
+
+        marker.label = label
 
     # sanity check
     line.update_labels({'level': level})
@@ -729,104 +779,27 @@ def order_line(
     return line
 
 
-def position_line(
+# TODO: should probably consider making this a more general
-    chart,
+# purpose class method on the type?
-    size: float,
+def copy_from_order_line(
 
-    level: float,
+    chart: 'ChartPlotWidget',  # noqa
-
+    line: LevelLine
-    orient_v: str = 'bottom',
 
 ) -> LevelLine:
-    """Convenience routine to add a line graphic representing an order
-    execution submitted to the EMS via the chart's "order mode".
 
-    """
+    return order_line(
-    line = level_line(
+
         chart,
-        level,
+
-        color='default_light',
+        # label fields default values
-        add_label=False,
+        level=line.value(),
-        hl_on_hover=False,
+        marker_style=line._marker.style,
-        movable=False,
+
-        always_show_labels=False,
+        # LevelLine kwargs
-        hide_xhair_on_hover=False,
+        color=line.color,
-        use_marker_margin=True,
+        dotted=line._dotted,
+
+        show_markers=line.show_markers,
+        only_show_markers_on_hover=line.only_show_markers_on_hover,
     )
-    #  hide position marker when out of view (for now)
-    vb = line.getViewBox()
-
-    def update_pp_nav(chartview):
-        vr = vb.state['viewRange']
-        ymn, ymx = vr[1]
-        level = line.value()
-        path = line._marker
-
-        # provide "nav hub" like indicator for where
-        # the position is on the y-dimension
-        # print(path._height)
-        # print(vb.shape())
-        # print(vb.boundingRect())
-        # print(vb.height())
-        _, marker_right, _ = line.marker_right_points()
-
-        if level > ymx:  # pin to top of view
-            path.setPos(
-                QPointF(
-                    marker_right,
-                    2 + path._height,
-                )
-            )
-
-        elif level < ymn:  # pin to bottom of view
-            path.setPos(
-                QPointF(
-                    marker_right,
-                    vb.height() - 16 + path._height,
-                )
-            )
-
-        else:
-            # pp line is viewable so show marker
-            line._marker.show()
-
-    vb.sigYRangeChanged.connect(update_pp_nav)
-
-    rlabel = line.add_label(
-        side='right',
-        fmt_str='{direction}: {size} -> ${$:.2f}',
-    )
-    rlabel.fields = {
-        'direction': 'long' if size > 0 else 'short',
-        '$': size * level,
-        'size': size,
-    }
-    rlabel.orient_v = orient_v
-    rlabel.render()
-    rlabel.show()
-
-    # arrow marker
-    # scale marker size with dpi-aware font size
-    font_size = _font.font.pixelSize()
-
-    # scale marker size with dpi-aware font size
-    arrow_size = floor(1.375 * font_size)
-
-    if size > 0:
-        style = '|<'
-    elif size < 0:
-        style = '>|'
-
-    arrow_path = mk_marker(style, size=arrow_size)
-
-    # monkey-cache height for sizing on pp nav-hub
-    arrow_path._height = arrow_path.boundingRect().height()
-
-    # XXX: uses new marker drawing approach
-    line.add_marker(arrow_path)
-    line.set_level(level)
-
-    # sanity check
-    line.update_labels({'level': level})
-
-    return line

piker/ui/_orm.py

@@ -0,0 +1,129 @@
+# piker: trading gear for hackers
+# Copyright (C) Tyler Goodlet
+
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+# GNU Affero General Public License for more details.
+
+# You should have received a copy of the GNU Affero General Public License
+# along with this program.  If not, see <https://www.gnu.org/licenses/>.
+
+"""
+micro-ORM for coupling ``pydantic`` models with Qt input/output widgets.
+
+"""
+from __future__ import annotations
+from typing import (
+    Optional, Generic,
+    TypeVar, Callable,
+    Literal,
+)
+import enum
+import sys
+
+from pydantic import BaseModel, validator
+from pydantic.generics import GenericModel
+from PyQt5.QtWidgets import (
+    QWidget,
+    QComboBox,
+)
+
+from ._forms import (
+    # FontScaledDelegate,
+    FontAndChartAwareLineEdit,
+)
+
+
+DataType = TypeVar('DataType')
+
+
+class Field(GenericModel, Generic[DataType]):
+    widget_factory: Optional[
+        Callable[
+            [QWidget, 'Field'],
+            QWidget
+        ]
+    ]
+    value: Optional[DataType] = None
+
+
+class Selection(Field[DataType], Generic[DataType]):
+    '''Model which maps to a finite set of drop down entries declared as
+    a ``dict[str, DataType]``.
+
+    '''
+    widget_factory = QComboBox
+    options: dict[str, DataType]
+    # value: DataType = None
+
+    @validator('value')  # , always=True)
+    def set_value_first(
+        cls,
+
+        v: DataType,
+        values: dict[str, DataType],
+
+    ) -> DataType:
+        '''If no initial value is set, use the first in
+        the ``options`` dict.
+
+        '''
+        # breakpoint()
+        options = values['options']
+        if v is None:
+            return next(options.values())
+        else:
+            assert v in options, f'{v} is not in {options}'
+            return v
+
+
+# class SizeUnit(Enum):
+
+#     currency = '$ size'
+#     percent_of_port = '% of port'
+#     shares = '# shares'
+
+
+# class Weighter(str, Enum):
+#     uniform = 'uniform'
+
+
+class Edit(Field[DataType], Generic[DataType]):
+    '''An edit field which takes a number.
+    '''
+    widget_factory = FontAndChartAwareLineEdit
+
+
+class AllocatorPane(BaseModel):
+
+    account = Selection[str](
+        options=dict.fromkeys(
+            ['paper', 'ib.paper', 'ib.margin'],
+            'paper',
+        ),
+    )
+
+    allocate = Selection[str](
+        # options=list(Size),
+        options={
+            '$ size': 'currency',
+            '% of port': 'percent_of_port',
+            '# shares': 'shares',
+        },
+        # TODO: save/load from config and/or last session
+        # value='currency'
+    )
+    weight = Selection[str](
+        options={
+            'uniform': 'uniform',
+        },
+        # value='uniform',
+    )
+    size = Edit[float](value=1000)
+    slots = Edit[int](value=4)

piker/ui/_position.py

@@ -0,0 +1,785 @@
+# piker: trading gear for hackers
+# Copyright (C) Tyler Goodlet (in stewardship for piker0)
+
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+# GNU Affero General Public License for more details.
+
+# You should have received a copy of the GNU Affero General Public License
+# along with this program.  If not, see <https://www.gnu.org/licenses/>.
+
+"""
+Position info and display
+
+"""
+from __future__ import annotations
+from dataclasses import dataclass
+from enum import Enum
+from functools import partial
+from math import floor
+from typing import Optional
+
+
+from bidict import bidict
+from pyqtgraph import functions as fn
+from pydantic import BaseModel, validator
+
+from ._annotate import LevelMarker
+from ._anchors import (
+    pp_tight_and_right,  # wanna keep it straight in the long run
+    gpath_pin,
+)
+from ..calc import humanize
+from ..clearing._messages import BrokerdPosition, Status
+from ..data._source import Symbol
+from ._label import Label
+from ._lines import LevelLine, order_line
+from ._style import _font
+from ._forms import FieldsForm, FillStatusBar, QLabel
+from ..log import get_logger
+from ..clearing._messages import Order
+
+log = get_logger(__name__)
+
+
+class Position(BaseModel):
+    '''Basic pp (personal position) model with attached fills history.
+
+    This type should be IPC wire ready?
+
+    '''
+    symbol: Symbol
+
+    # last size and avg entry price
+    size: float
+    avg_price: float  # TODO: contextual pricing
+
+    # ordered record of known constituent trade messages
+    fills: list[Status] = []
+
+
+_size_units = bidict({
+    'currency': '$ size',
+    'units': '# units',
+    # TODO: but we'll need a `<brokermod>.get_accounts()` or something
+    # 'percent_of_port': '% of port',
+})
+SizeUnit = Enum(
+    'SizeUnit',
+    _size_units,
+)
+
+
+class Allocator(BaseModel):
+
+    class Config:
+        validate_assignment = True
+        copy_on_model_validation = False
+        arbitrary_types_allowed = True
+
+        # required to get the account validator lookup working?
+        extra = 'allow'
+        # underscore_attrs_are_private = False
+
+    symbol: Symbol
+
+    account: Optional[str] = 'paper'
+    _accounts: bidict[str, Optional[str]]
+
+    @validator('account', pre=True)
+    def set_account(cls, v, values):
+        if v:
+            return values['_accounts'][v]
+
+    size_unit: SizeUnit = 'currency'
+    _size_units: dict[str, Optional[str]] = _size_units
+
+    @validator('size_unit')
+    def lookup_key(cls, v):
+        # apply the corresponding enum key for the text "description" value
+        return v.name
+
+    # TODO: if we ever want ot support non-uniform entry-slot-proportion
+    # "sizes"
+    # disti_weight: str = 'uniform'
+
+    units_limit: float
+    currency_limit: float
+    slots: int
+
+    def step_sizes(
+        self,
+    ) -> (float, float):
+        '''Return the units size for each unit type as a tuple.
+
+        '''
+        slots = self.slots
+        return (
+            self.units_limit / slots,
+            self.currency_limit / slots,
+        )
+
+    def limit(self) -> float:
+        if self.size_unit == 'currency':
+            return self.currency_limit
+        else:
+            return self.units_limit
+
+    def next_order_info(
+        self,
+
+        startup_pp: Position,
+        live_pp: Position,
+        price: float,
+        action: str,
+
+    ) -> dict:
+        '''Generate order request info for the "next" submittable order
+        depending on position / order entry config.
+
+        '''
+        sym = self.symbol
+        ld = sym.lot_size_digits
+
+        size_unit = self.size_unit
+        live_size = live_pp.size
+        abs_live_size = abs(live_size)
+        abs_startup_size = abs(startup_pp.size)
+
+        u_per_slot, currency_per_slot = self.step_sizes()
+
+        if size_unit == 'units':
+            slot_size = u_per_slot
+            l_sub_pp = self.units_limit - abs_live_size
+
+        elif size_unit == 'currency':
+            live_cost_basis = abs_live_size * live_pp.avg_price
+            slot_size = currency_per_slot / price
+            l_sub_pp = (self.currency_limit - live_cost_basis) / price
+
+        # an entry (adding-to or starting a pp)
+        if (
+            action == 'buy' and live_size > 0 or
+            action == 'sell' and live_size < 0 or
+            live_size == 0
+        ):
+
+            order_size = min(slot_size, l_sub_pp)
+
+        # an exit (removing-from or going to net-zero pp)
+        else:
+            # when exiting a pp we always try to slot the position
+            # in the instrument's units, since doing so in a derived
+            # size measure (eg. currency value, percent of port) would
+            # result in a mis-mapping of slots sizes in unit terms
+            # (i.e. it would take *more* slots to exit at a profit and
+            # *less* slots to exit at a loss).
+            pp_size = max(abs_startup_size, abs_live_size)
+            slotted_pp = pp_size / self.slots
+
+            if size_unit == 'currency':
+                # compute the "projected" limit's worth of units at the
+                # current pp (weighted) price:
+                slot_size = currency_per_slot / live_pp.avg_price
+
+            else:
+                slot_size = u_per_slot
+
+            # if our position is greater then our limit setting
+            # we'll want to use slot sizes which are larger then what
+            # the limit would normally determine
+            order_size = max(slotted_pp, slot_size)
+
+            if (
+                abs_live_size < slot_size or
+
+                # NOTE: front/back "loading" heurstic:
+                # if the remaining pp is in between 0-1.5x a slot's
+                # worth, dump the whole position in this last exit
+                # therefore conducting so called "back loading" but
+                # **without** going past a net-zero pp. if the pp is
+                # > 1.5x a slot size, then front load: exit a slot's and
+                # expect net-zero to be acquired on the final exit.
+                slot_size < pp_size < round((1.5*slot_size), ndigits=ld)
+            ):
+                order_size = abs_live_size
+
+        slots_used = 1.0  # the default uniform policy
+        if order_size < slot_size:
+            # compute a fractional slots size to display
+            slots_used = self.slots_used(
+                Position(symbol=sym, size=order_size, avg_price=price)
+            )
+
+        return {
+            'size': abs(round(order_size, ndigits=ld)),
+            'size_digits': ld,
+
+            # TODO: incorporate multipliers for relevant derivatives
+            'fiat_size': round(order_size * price, ndigits=2),
+            'slots_used': slots_used,
+        }
+
+    def slots_used(
+        self,
+        pp: Position,
+
+    ) -> float:
+        '''Calc and return the number of slots used by this ``Position``.
+
+        '''
+        abs_pp_size = abs(pp.size)
+
+        if self.size_unit == 'currency':
+            # live_currency_size = size or (abs_pp_size * pp.avg_price)
+            live_currency_size = abs_pp_size * pp.avg_price
+            prop = live_currency_size / self.currency_limit
+
+        else:
+            # return (size or abs_pp_size) / alloc.units_limit
+            prop = abs_pp_size / self.units_limit
+
+        # TODO: REALLY need a way to show partial slots..
+        # for now we round at the midway point between slots
+        return round(prop * self.slots)
+
+
+@dataclass
+class SettingsPane:
+    '''Composite set of widgets plus an allocator model for configuring
+    order entry sizes and position limits per tradable instrument.
+
+    '''
+    # config for and underlying validation model
+    tracker: PositionTracker
+    alloc: Allocator
+
+    # input fields
+    form: FieldsForm
+
+    # output fill status and labels
+    fill_bar: FillStatusBar
+
+    step_label: QLabel
+    pnl_label: QLabel
+    limit_label: QLabel
+
+    def transform_to(self, size_unit: str) -> None:
+        if self.alloc.size_unit == size_unit:
+            return
+
+    def on_selection_change(
+        self,
+
+        text: str,
+        key: str,
+
+    ) -> None:
+        '''Called on any order pane drop down selection change.
+
+        '''
+        print(f'selection input: {text}')
+        setattr(self.alloc, key, text)
+        self.on_ui_settings_change(key, text)
+
+    def on_ui_settings_change(
+        self,
+
+        key: str,
+        value: str,
+
+    ) -> bool:
+        '''Called on any order pane edit field value change.
+
+        '''
+        print(f'settings change: {key}: {value}')
+        alloc = self.alloc
+        size_unit = alloc.size_unit
+
+        # write any passed settings to allocator
+        if key == 'limit':
+            if size_unit == 'currency':
+                alloc.currency_limit = float(value)
+            else:
+                alloc.units_limit = float(value)
+
+        elif key == 'slots':
+            alloc.slots = int(value)
+
+        elif key == 'size_unit':
+            # TODO: if there's a limit size unit change re-compute
+            # the current settings in the new units
+            pass
+
+        elif key == 'account':
+            print(f'TODO: change account -> {value}')
+
+        else:
+            raise ValueError(f'Unknown setting {key}')
+
+        # read out settings and update UI
+
+        suffix = {'currency': ' $', 'units': ' u'}[size_unit]
+        limit = alloc.limit()
+
+        # TODO: a reverse look up from the position to the equivalent
+        # account(s), if none then look to user config for default?
+        self.update_status_ui()
+
+        step_size, currency_per_slot = alloc.step_sizes()
+
+        if size_unit == 'currency':
+            step_size = currency_per_slot
+
+        self.step_label.format(
+            step_size=str(humanize(step_size)) + suffix
+        )
+        self.limit_label.format(
+            limit=str(humanize(limit)) + suffix
+        )
+
+        # update size unit in UI
+        self.form.fields['size_unit'].setCurrentText(
+            alloc._size_units[alloc.size_unit]
+        )
+        self.form.fields['slots'].setText(str(alloc.slots))
+        self.form.fields['limit'].setText(str(limit))
+
+        # TODO: maybe return a diff of settings so if we can an error we
+        # can have general input handling code to report it through the
+        # UI in some way?
+        return True
+
+    def init_status_ui(
+        self,
+    ):
+        alloc = self.alloc
+        asset_type = alloc.symbol.type_key
+        # form = self.form
+
+        # TODO: pull from piker.toml
+        # default config
+        slots = 4
+        currency_limit = 5e3
+
+        startup_pp = self.tracker.startup_pp
+
+        alloc.slots = slots
+        alloc.currency_limit = currency_limit
+
+        # default entry sizing
+        if asset_type in ('stock', 'crypto', 'forex'):
+
+            alloc.size_unit = '$ size'
+
+        elif asset_type in ('future', 'option', 'futures_option'):
+
+            # since it's harder to know how currency "applies" in this case
+            # given leverage properties
+            alloc.size_unit = '# units'
+
+            # set units limit to slots size thus making make the next
+            # entry step 1.0
+            alloc.units_limit = slots
+
+        # if the current position is already greater then the limit
+        # settings, increase the limit to the current position
+        if alloc.size_unit == 'currency':
+            startup_size = startup_pp.size * startup_pp.avg_price
+
+            if startup_size > alloc.currency_limit:
+                alloc.currency_limit = round(startup_size, ndigits=2)
+
+            limit_text = alloc.currency_limit
+
+        else:
+            startup_size = startup_pp.size
+
+            if startup_size > alloc.units_limit:
+                alloc.units_limit = startup_size
+
+            limit_text = alloc.units_limit
+
+        self.on_ui_settings_change('limit', limit_text)
+        self.update_status_ui(size=startup_size)
+
+    def update_status_ui(
+        self,
+        size: float = None,
+
+    ) -> None:
+
+        alloc = self.alloc
+        slots = alloc.slots
+        used = alloc.slots_used(self.tracker.live_pp)
+
+        # calculate proportion of position size limit
+        # that exists and display in fill bar
+        # TODO: what should we do for fractional slot pps?
+        self.fill_bar.set_slots(
+            slots,
+
+            # TODO: how to show "partial" slots?
+            # min(round(prop * slots), slots)
+            min(used, slots)
+        )
+
+    def on_level_change_update_next_order_info(
+        self,
+
+        level: float,
+        line: LevelLine,
+        order: Order,
+
+    ) -> None:
+        '''A callback applied for each level change to the line
+        which will recompute the order size based on allocator
+        settings. this is assigned inside
+        ``OrderMode.line_from_order()``
+
+        '''
+        order_info = self.alloc.next_order_info(
+            startup_pp=self.tracker.startup_pp,
+            live_pp=self.tracker.live_pp,
+            price=level,
+            action=order.action,
+        )
+        line.update_labels(order_info)
+
+        # update bound-in staged order
+        order.price = level
+        order.size = order_info['size']
+
+
+def position_line(
+
+    chart: 'ChartPlotWidget',  # noqa
+    size: float,
+    level: float,
+    color: str,
+
+    orient_v: str = 'bottom',
+    marker: Optional[LevelMarker] = None,
+
+) -> LevelLine:
+    '''Convenience routine to create a line graphic representing a "pp"
+    aka the acro for a,
+    "{piker, private, personal, puny, <place your p-word here>} position".
+
+    If ``marker`` is provided it will be configured appropriately for
+    the "direction" of the position.
+
+    '''
+    line = order_line(
+        chart,
+        level,
+
+        # TODO: could we maybe add a ``action=None`` which
+        # would be a mechanism to check a marker was passed in?
+
+        color=color,
+        highlight_on_hover=False,
+        movable=False,
+        hide_xhair_on_hover=False,
+        only_show_markers_on_hover=False,
+        always_show_labels=False,
+
+        # explicitly disable ``order_line()`` factory's creation
+        # of a level marker since we do it in this tracer thing.
+        show_markers=False,
+    )
+
+    if marker:
+        # configure marker to position data
+
+        if size > 0:  # long
+            style = '|<'  # point "up to" the line
+        elif size < 0:  # short
+            style = '>|'  # point "down to" the line
+
+        marker.style = style
+
+        # set marker color to same as line
+        marker.setPen(line.currentPen)
+        marker.setBrush(fn.mkBrush(line.currentPen.color()))
+        marker.level = level
+        marker.update()
+        marker.show()
+
+        # show position marker on view "edge" when out of view
+        vb = line.getViewBox()
+        vb.sigRangeChanged.connect(marker.position_in_view)
+
+    line.set_level(level)
+
+    return line
+
+
+class PositionTracker:
+    '''Track and display a real-time position for a single symbol
+    on a chart.
+
+    Graphically composed of a level line and marker as well as labels
+    for indcating current position information. Updates are made to the
+    corresponding "settings pane" for the chart's "order mode" UX.
+
+    '''
+    # inputs
+    chart: 'ChartPlotWidget'  # noqa
+    alloc: Allocator
+
+    # allocated
+    startup_pp: Position
+    live_pp: Position
+    pp_label: Label
+    size_label: Label
+    line: Optional[LevelLine] = None
+
+    _color: str = 'default_lightest'
+
+    def __init__(
+        self,
+        chart: 'ChartPlotWidget',  # noqa
+        alloc: Allocator,
+
+    ) -> None:
+
+        self.chart = chart
+        self.alloc = alloc
+        self.live_pp = Position(
+            symbol=chart.linked.symbol,
+            size=0,
+            avg_price=0,
+        )
+        self.startup_pp = self.live_pp.copy()
+
+        view = chart.getViewBox()
+
+        # literally the 'pp' (pee pee) label that's always in view
+        self.pp_label = pp_label = Label(
+            view=view,
+            fmt_str='pp',
+            color=self._color,
+            update_on_range_change=False,
+        )
+
+        # create placeholder 'up' level arrow
+        self._level_marker = None
+        self._level_marker = self.level_marker(size=1)
+
+        pp_label.scene_anchor = partial(
+            gpath_pin,
+            gpath=self._level_marker,
+            label=pp_label,
+        )
+        pp_label.render()
+
+        self.size_label = size_label = Label(
+            view=view,
+            color=self._color,
+
+            # this is "static" label
+            # update_on_range_change=False,
+            fmt_str='\n'.join((
+                ':{slots_used:.1f}x',
+            )),
+
+            fields={
+                'slots_used': 0,
+            },
+        )
+        size_label.render()
+
+        size_label.scene_anchor = partial(
+            pp_tight_and_right,
+            label=self.pp_label,
+        )
+
+    @property
+    def pane(self) -> FieldsForm:
+        '''Return handle to pp side pane form.
+
+        '''
+        return self.chart.linked.godwidget.pp_pane
+
+    def update_graphics(
+        self,
+        marker: LevelMarker
+
+    ) -> None:
+        '''Update all labels.
+
+        Meant to be called from the maker ``.paint()``
+        for immediate, lag free label draws.
+
+        '''
+        self.pp_label.update()
+        self.size_label.update()
+
+    def update_from_pp_msg(
+        self,
+        msg: BrokerdPosition,
+        position: Optional[Position] = None,
+
+    ) -> None:
+        '''Update graphics and data from average price and size passed in our
+        EMS ``BrokerdPosition`` msg.
+
+        '''
+        # XXX: better place to do this?
+        symbol = self.chart.linked.symbol
+        lot_size_digits = symbol.lot_size_digits
+        avg_price, size = (
+            round(msg['avg_price'], ndigits=symbol.tick_size_digits),
+            round(msg['size'], ndigits=lot_size_digits),
+        )
+
+        # live pp updates
+        pp = position or self.live_pp
+        pp.avg_price = avg_price
+        pp.size = size
+
+        self.update_line(
+            avg_price,
+            size,
+            lot_size_digits,
+        )
+
+        # label updates
+        self.size_label.fields['slots_used'] = round(
+            self.alloc.slots_used(pp), ndigits=1)
+        self.size_label.render()
+
+        if size == 0:
+            self.hide()
+
+        else:
+            self._level_marker.level = avg_price
+
+            # these updates are critical to avoid lag on view/scene changes
+            self._level_marker.update()  # trigger paint
+            self.pp_label.update()
+            self.size_label.update()
+
+            self.show()
+
+            # don't show side and status widgets unless
+            # order mode is "engaged" (which done via input controls)
+            self.hide_info()
+
+    def level(self) -> float:
+        if self.line:
+            return self.line.value()
+        else:
+            return 0
+
+    def show(self) -> None:
+        if self.live_pp.size:
+
+            self.line.show()
+            self.line.show_labels()
+
+            self._level_marker.show()
+            self.pp_label.show()
+            self.size_label.show()
+
+    def hide(self) -> None:
+        self.pp_label.hide()
+        self._level_marker.hide()
+        self.size_label.hide()
+        if self.line:
+            self.line.hide()
+
+    def hide_info(self) -> None:
+        '''Hide details (right now just size label?) of position.
+
+        '''
+        self.size_label.hide()
+        if self.line:
+            self.line.hide_labels()
+
+    # TODO: move into annoate module
+    def level_marker(
+        self,
+        size: float,
+
+    ) -> LevelMarker:
+
+        if self._level_marker:
+            self._level_marker.delete()
+
+        # arrow marker
+        # scale marker size with dpi-aware font size
+        font_size = _font.font.pixelSize()
+
+        # scale marker size with dpi-aware font size
+        arrow_size = floor(1.375 * font_size)
+
+        if size > 0:
+            style = '|<'
+
+        elif size < 0:
+            style = '>|'
+
+        arrow = LevelMarker(
+            chart=self.chart,
+            style=style,
+            get_level=self.level,
+            size=arrow_size,
+            on_paint=self.update_graphics,
+        )
+
+        self.chart.getViewBox().scene().addItem(arrow)
+        arrow.show()
+
+        return arrow
+
+    # TODO: per account lines on a single (or very related) symbol
+    def update_line(
+        self,
+        price: float,
+        size: float,
+        size_digits: int,
+
+    ) -> None:
+        '''Update personal position level line.
+
+        '''
+        # do line update
+        line = self.line
+
+        if size:
+            if line is None:
+
+                # create and show a pp line
+                line = self.line = position_line(
+                    chart=self.chart,
+                    level=price,
+                    size=size,
+                    color=self._color,
+                    marker=self._level_marker,
+                )
+
+            else:
+
+                line.set_level(price)
+                self._level_marker.level = price
+                self._level_marker.update()
+
+            # update LHS sizing label
+            line.update_labels({
+                'size': size,
+                'size_digits': size_digits,
+                'fiat_size': round(price * size, ndigits=2)
+            })
+            line.show()
+
+        elif line:  # remove pp line from view if it exists on a net-zero pp
+            line.delete()
+            self.line = None

piker/ui/_search.py

@@ -35,9 +35,9 @@ from collections import defaultdict
 from contextlib import asynccontextmanager
 from functools import partial
 from typing import (
-    List, Optional, Callable,
+    Optional, Callable,
-    Awaitable, Sequence, Dict,
+    Awaitable, Sequence,
-    Any, AsyncIterator, Tuple,
+    Any, AsyncIterator
 )
 import time
 # from pprint import pformat
@@ -45,7 +45,7 @@ import time
 from fuzzywuzzy import process as fuzzy
 import trio
 from trio_typing import TaskStatus
-from PyQt5 import QtCore, QtGui
+from PyQt5 import QtCore
 from PyQt5 import QtWidgets
 from PyQt5.QtCore import (
     Qt,
@@ -63,40 +63,24 @@ from PyQt5.QtWidgets import (
     QTreeView,
     # QListWidgetItem,
     # QAbstractScrollArea,
-    QStyledItemDelegate,
+    # QStyledItemDelegate,
 )
 
 
 from ..log import get_logger
 from ._style import (
     _font,
-    DpiAwareFont,
+    hcolor,
-    # hcolor,
 )
+from ._forms import FontAndChartAwareLineEdit, FontScaledDelegate
 
 
 log = get_logger(__name__)
 
 
-class SimpleDelegate(QStyledItemDelegate):
-    """
-    Super simple view delegate to render text in the same
-    font size as the search widget.
-
-    """
-
-    def __init__(
-        self,
-        parent=None,
-        font: DpiAwareFont = _font,
-    ) -> None:
-        super().__init__(parent)
-        self.dpi_font = font
-
-
 class CompleterView(QTreeView):
 
-    mode_name: str = 'mode: search-nav'
+    mode_name: str = 'search-nav'
 
     # XXX: relevant docs links:
     # - simple widget version of this:
@@ -121,7 +105,7 @@ class CompleterView(QTreeView):
     def __init__(
         self,
         parent=None,
-        labels: List[str] = [],
+        labels: list[str] = [],
     ) -> None:
 
         super().__init__(parent)
@@ -130,14 +114,12 @@ class CompleterView(QTreeView):
         self.labels = labels
 
         # a std "tabular" config
-        self.setItemDelegate(SimpleDelegate())
+        self.setItemDelegate(FontScaledDelegate(self))
         self.setModel(model)
         self.setAlternatingRowColors(True)
         # TODO: size this based on DPI font
         self.setIndentation(20)
 
-        self.pressed.connect(self.on_pressed)
-
         # self.setUniformRowHeights(True)
         # self.setColumnWidth(0, 3)
         # self.setVerticalBarPolicy(Qt.ScrollBarAlwaysOff)
@@ -154,12 +136,12 @@ class CompleterView(QTreeView):
 
         self._font_size: int = 0  # pixels
 
-    def on_pressed(self, idx: QModelIndex) -> None:
+    async def on_pressed(self, idx: QModelIndex) -> None:
         '''Mouse pressed on view handler.
 
         '''
         search = self.parent()
-        search.chart_current_item(clear_to_cache=False)
+        await search.chart_current_item(clear_to_cache=False)
         search.focus()
 
     def set_font_size(self, size: int = 18):
@@ -425,59 +407,28 @@ class CompleterView(QTreeView):
         self.resize()
 
 
-class SearchBar(QtWidgets.QLineEdit):
+class SearchBar(FontAndChartAwareLineEdit):
 
-    mode_name: str = 'mode: search'
+    mode_name: str = 'search'
 
     def __init__(
 
         self,
         parent: QWidget,
-        parent_chart: QWidget,  # noqa
+        godwidget: QWidget,
         view: Optional[CompleterView] = None,
-        font: DpiAwareFont = _font,
+        **kwargs,
 
     ) -> None:
 
-        super().__init__(parent)
+        self.godwidget = godwidget
-
+        super().__init__(parent, **kwargs)
-        # self.setContextMenuPolicy(Qt.CustomContextMenu)
-        # self.customContextMenuRequested.connect(self.show_menu)
-        # self.setStyleSheet(f"font: 18px")
-
         self.view: CompleterView = view
-        self.dpi_font = font
-        self.godwidget = parent_chart
-
-        # size it as we specify
-        # https://doc.qt.io/qt-5/qsizepolicy.html#Policy-enum
-        self.setSizePolicy(
-            QtWidgets.QSizePolicy.Expanding,
-            QtWidgets.QSizePolicy.Fixed,
-        )
-        self.setFont(font.font)
-
-        # witty bit of margin
-        self.setTextMargins(2, 2, 2, 2)
-
-    def focus(self) -> None:
-        self.selectAll()
-        self.show()
-        self.setFocus()
 
     def show(self) -> None:
         super().show()
         self.view.show_matches()
 
-    def sizeHint(self) -> QtCore.QSize:
-        """
-        Scale edit box to size of dpi aware font.
-
-        """
-        psh = super().sizeHint()
-        psh.setHeight(self.dpi_font.px_size + 2)
-        return psh
-
     def unfocus(self) -> None:
         self.parent().hide()
         self.clearFocus()
@@ -492,12 +443,12 @@ class SearchWidget(QtWidgets.QWidget):
     Includes helper methods for item management in the sub-widgets.
 
     '''
-    mode_name: str = 'mode: search'
+    mode_name: str = 'search'
 
     def __init__(
         self,
         godwidget: 'GodWidget',  # type: ignore # noqa
-        columns: List[str] = ['src', 'symbol'],
+        columns: list[str] = ['src', 'symbol'],
         parent=None,
 
     ) -> None:
@@ -512,7 +463,7 @@ class SearchWidget(QtWidgets.QWidget):
         self.godwidget = godwidget
 
         self.vbox = QtWidgets.QVBoxLayout(self)
-        self.vbox.setContentsMargins(0, 0, 0, 0)
+        self.vbox.setContentsMargins(0, 4, 4, 0)
         self.vbox.setSpacing(4)
 
         # split layout for the (label:| search bar entry)
@@ -522,10 +473,17 @@ class SearchWidget(QtWidgets.QWidget):
 
         # add label to left of search bar
         self.label = label = QtWidgets.QLabel(parent=self)
+        label.setStyleSheet(
+            f"""QLabel {{
+                color : {hcolor('default_lightest')};
+                font-size : {_font.px_size - 2}px;
+            }}
+            """
+        )
         label.setTextFormat(3)  # markdown
         label.setFont(_font.font)
         label.setMargin(4)
-        label.setText("`search`:")
+        label.setText("search:")
         label.show()
         label.setAlignment(
             QtCore.Qt.AlignVCenter
@@ -540,8 +498,8 @@ class SearchWidget(QtWidgets.QWidget):
         )
         self.bar = SearchBar(
             parent=self,
-            parent_chart=godwidget,
             view=self.view,
+            godwidget=godwidget,
         )
         self.bar_hbox.addWidget(self.bar)
 
@@ -564,7 +522,7 @@ class SearchWidget(QtWidgets.QWidget):
         self.bar.focus()
         self.show()
 
-    def get_current_item(self) -> Optional[Tuple[str, str]]:
+    def get_current_item(self) -> Optional[tuple[str, str]]:
         '''Return the current completer tree selection as
         a tuple ``(parent: str, child: str)`` if valid, else ``None``.
 
@@ -596,14 +554,15 @@ class SearchWidget(QtWidgets.QWidget):
         else:
             return None
 
-    def chart_current_item(
+    async def chart_current_item(
         self,
         clear_to_cache: bool = True,
+
     ) -> Optional[str]:
         '''Attempt to load and switch the current selected
         completion result to the affiliated chart app.
 
-        Return any loaded symbol
+        Return any loaded symbol.
 
         '''
         value = self.get_current_item()
@@ -615,7 +574,7 @@ class SearchWidget(QtWidgets.QWidget):
 
         log.info(f'Requesting symbol: {symbol}.{provider}')
 
-        chart.load_symbol(
+        await chart.load_symbol(
             provider,
             symbol,
             'info',
@@ -653,10 +612,11 @@ async def pack_matches(
 
     view: CompleterView,
     has_results: dict[str, set[str]],
-    matches: dict[(str, str), List[str]],
+    matches: dict[(str, str), list[str]],
     provider: str,
     pattern: str,
     search: Callable[..., Awaitable[dict]],
+
     task_status: TaskStatus[
         trio.CancelScope] = trio.TASK_STATUS_IGNORED,
 
@@ -834,7 +794,7 @@ async def handle_keyboard_input(
     # startup
     bar = searchbar
     search = searchbar.parent()
-    chart = search.godwidget
+    godwidget = search.godwidget
     view = bar.view
     view.set_font_size(bar.dpi_font.px_size)
 
@@ -853,7 +813,8 @@ async def handle_keyboard_input(
             )
         )
 
-        async for event, etype, key, mods, txt in recv_chan:
+        async for kbmsg in recv_chan:
+            event, etype, key, mods, txt = kbmsg.to_tuple()
 
             log.debug(f'key: {key}, mods: {mods}, txt: {txt}')
 
@@ -861,14 +822,9 @@ async def handle_keyboard_input(
             if mods == Qt.ControlModifier:
                 ctl = True
 
-            # # ctl + alt as combo
-            # ctlalt = False
-            # if (QtCore.Qt.AltModifier | QtCore.Qt.ControlModifier) == mods:
-            #     ctlalt = True
-
             if key in (Qt.Key_Enter, Qt.Key_Return):
 
-                search.chart_current_item(clear_to_cache=True)
+                await search.chart_current_item(clear_to_cache=True)
                 _search_enabled = False
                 continue
 
@@ -876,7 +832,7 @@ async def handle_keyboard_input(
                 # if nothing in search text show the cache
                 view.set_section_entries(
                     'cache',
-                    list(reversed(chart._chart_cache)),
+                    list(reversed(godwidget._chart_cache)),
                     clear_all=True,
                 )
                 continue
@@ -890,8 +846,8 @@ async def handle_keyboard_input(
                 search.bar.unfocus()
 
                 # kill the search and focus back on main chart
-                if chart:
+                if godwidget:
-                    chart.linkedsplits.focus()
+                    godwidget.focus()
 
                 continue
 
@@ -938,7 +894,7 @@ async def handle_keyboard_input(
                     if parent_item and parent_item.text() == 'cache':
 
                         # if it's a cache item, switch and show it immediately
-                        search.chart_current_item(clear_to_cache=False)
+                        await search.chart_current_item(clear_to_cache=False)
 
             elif not ctl:
                 # relay to completer task
@@ -950,7 +906,7 @@ async def handle_keyboard_input(
 async def search_simple_dict(
     text: str,
     source: dict,
-) -> Dict[str, Any]:
+) -> dict[str, Any]:
 
     # search routine can be specified as a function such
     # as in the case of the current app's local symbol cache
@@ -964,7 +920,7 @@ async def search_simple_dict(
 
 
 # cache of provider names to async search routines
-_searcher_cache: Dict[str, Callable[..., Awaitable]] = {}
+_searcher_cache: dict[str, Callable[..., Awaitable]] = {}
 
 
 @asynccontextmanager

piker/ui/_style.py

@@ -56,7 +56,6 @@ class DpiAwareFont:
         self._qfont = QtGui.QFont(name)
         self._font_size: str = font_size
         self._qfm = QtGui.QFontMetrics(self._qfont)
-        self._physical_dpi = None
         self._font_inches: float = None
         self._screen = None
 
@@ -82,6 +81,10 @@ class DpiAwareFont:
     def font(self):
         return self._qfont
 
+    def scale(self) -> float:
+        screen = self.screen
+        return screen.logicalDotsPerInch() / screen.physicalDotsPerInch()
+
     @property
     def px_size(self) -> int:
         return self._qfont.pixelSize()
@@ -99,6 +102,12 @@ class DpiAwareFont:
         # take the max since scaling can make things ugly in some cases
         pdpi = screen.physicalDotsPerInch()
         ldpi = screen.logicalDotsPerInch()
+
+        # XXX: this is needed on sway/wayland where you set
+        # ``QT_WAYLAND_FORCE_DPI=physical``
+        if ldpi == 0:
+            ldpi = pdpi
+
         mx_dpi = max(pdpi, ldpi)
         mn_dpi = min(pdpi, ldpi)
         scale = round(ldpi/pdpi)
@@ -114,14 +123,14 @@ class DpiAwareFont:
         # dpi is likely somewhat scaled down so use slightly larger font size
         if scale > 1 and self._font_size:
             # TODO: this denominator should probably be determined from
-            # relative aspect rations or something?
+            # relative aspect ratios or something?
             inches = inches * (1 / scale) * (1 + 6/16)
             dpi = mx_dpi
 
         self._font_inches = inches
 
         font_size = math.floor(inches * dpi)
-        log.info(
+        log.debug(
             f"\nscreen:{screen.name()} with pDPI: {pdpi}, lDPI: {ldpi}"
             f"\nOur best guess font size is {font_size}\n"
         )

piker/ui/_window.py

@@ -124,8 +124,10 @@ class MultiStatus:
                     if not subs:
                         group_clear()
 
-            self._status_groups[group_key][0].add(msg)
+            group = self._status_groups.get(group_key)
-            ret = pop_from_group_and_maybe_clear_group
+            if group:
+                group[0].add(msg)
+                ret = pop_from_group_and_maybe_clear_group
 
         self.render()
 
@@ -146,12 +148,17 @@ class MultiStatus:
 
 class MainWindow(QtGui.QMainWindow):
 
-    size = (800, 500)
+    # XXX: for tiling wms this should scale
+    # with the alloted window size.
+    # TODO: detect for tiling and if untrue set some size?
+    # size = (300, 500)
+    size = (0, 0)
+
     title = 'piker chart (ur symbol is loading bby)'
 
     def __init__(self, parent=None):
         super().__init__(parent)
-        self.setMinimumSize(*self.size)
+        # self.setMinimumSize(*self.size)
         self.setWindowTitle(self.title)
 
         self._status_bar: QStatusBar = None
@@ -165,7 +172,11 @@ class MainWindow(QtGui.QMainWindow):
 
             self._status_label = label = QtGui.QLabel()
             label.setStyleSheet(
-                f"QLabel {{ color : {hcolor('gunmetal')}; }}"
+                f"""QLabel {{
+                    color : {hcolor('gunmetal')};
+                }}
+                """
+                # font-size : {font_size}px;
             )
             label.setTextFormat(3)  # markdown
             label.setFont(_font_small.font)
@@ -181,11 +192,13 @@ class MainWindow(QtGui.QMainWindow):
 
     def closeEvent(
         self,
-        event: QtGui.QCloseEvent,
-    ) -> None:
-        """Cancel the root actor asap.
 
-        """
+        event: QtGui.QCloseEvent,
+
+    ) -> None:
+        '''Cancel the root actor asap.
+
+        '''
         # raising KBI seems to get intercepted by by Qt so just use the system.
         os.kill(os.getpid(), signal.SIGINT)
 
@@ -209,18 +222,28 @@ class MainWindow(QtGui.QMainWindow):
 
         return self._status_bar
 
-    def on_focus_change(
+    def set_mode_name(
         self,
-        old: QtGui.QWidget,
+        name: str,
-        new: QtGui.QWidget,
+
     ) -> None:
 
-        log.debug(f'widget focus changed from {old} -> {new}')
+        self.mode_label.setText(f'mode:{name}')
 
-        if new is not None:
+    def on_focus_change(
+        self,
+
+        last: QtGui.QWidget,
+        current: QtGui.QWidget,
+
+    ) -> None:
+
+        log.info(f'widget focus changed from {last} -> {current}')
+
+        if current is not None:
             # cursor left window?
-            name = getattr(new, 'mode_name', '')
+            name = getattr(current, 'mode_name', '')
-            self.mode_label.setText(name)
+            self.set_mode_name(name)
 
     def current_screen(self) -> QtGui.QScreen:
         """Get a frickin screen (if we can, gawd).
@@ -230,7 +253,7 @@ class MainWindow(QtGui.QMainWindow):
 
         for _ in range(3):
             screen = app.screenAt(self.pos())
-            print('trying to access QScreen...')
+            log.debug('trying to access QScreen...')
             if screen is None:
                 time.sleep(0.5)
                 continue