Port `.ib` backend from `ib_insync` to `ib_async`

Migrate the IB broker backend to use `ib_async` (the actively maintained
fork) instead of the now stale, original `ib_insync` lib.

Deats,
- update `pyproject.toml` dep: drop `ib-insync` pin, add
  `ib-async>=2.1.0`.
- update lock file with `ib-async` and its new `aeventkit` dep (which
  i guess replaces `eventkit`).
- obvi, change all `ib_insync` imports to `ib_async` across `.ib.*`.
- update docs and select internal comments referencing the original lib.

Also,
- drop unused `ledger_dict` init in `_flex_reports.load_flex_trades()`.
- fix union type annot style: `dict | None` -> `dict|None`.
- strip `.tzinfo` from `lastTimeStamp` in `normalize()` to avoid
  IPC codec issues with `ib_async`'s `timezone.utc` injection.
- pop `'defaults'` from ticker data dict in `normalize()` to avoid
  non-serializable `timezone` objects and warning-log in such
  cases.

(this commit msg was generated in some part by [`claude-code`][claude-code-gh])
[claude-code-gh]: https://github.com/anthropics/claude-code
ib_async
Gud Boi 2026-02-24 15:13:28 -05:00
parent 196422433c
commit b1cb67d1bd
11 changed files with 66 additions and 50 deletions

View File

@ -2,7 +2,7 @@
--------------
more or less the "everything broker" for traditional and international
markets. they are the "go to" provider for automatic retail trading
and we interface to their APIs using the `ib_insync` project.
and we interface to their APIs using the `ib_async` project.
status
******

View File

@ -22,7 +22,7 @@ Sub-modules within break into the core functionalities:
- ``broker.py`` part for orders / trading endpoints
- ``feed.py`` for real-time data feed endpoints
- ``api.py`` for the core API machinery which is ``trio``-ized
wrapping around ``ib_insync``.
wrapping around `ib_async`.
"""
from .api import (

View File

@ -111,7 +111,7 @@ def load_flex_trades(
) -> dict[str, Any]:
from ib_insync import flexreport, util
from ib_async import flexreport, util
conf = get_config()
@ -154,8 +154,7 @@ def load_flex_trades(
trade_entries,
)
ledger_dict: dict | None = None
ledger_dict: dict|None
for acctid in trades_by_account:
trades_by_id = trades_by_account[acctid]

View File

@ -15,7 +15,8 @@
# along with this program. If not, see <https://www.gnu.org/licenses/>.
'''
Core API client machinery; mostly sane/useful wrapping around `ib_insync`..
Core API client machinery; mostly sane/useful wrapping around
`ib_async`..
'''
from __future__ import annotations
@ -57,7 +58,7 @@ from pendulum import (
Interval,
)
from eventkit import Event
from ib_insync import (
from ib_async import (
client as ib_client,
IB,
Contract,
@ -143,7 +144,7 @@ _bar_sizes = {
_show_wap_in_history: bool = False
# overrides to sidestep pretty questionable design decisions in
# ``ib_insync``:
# ``ib_async``:
class NonShittyWrapper(Wrapper):
def tcpDataArrived(self):
"""Override time stamps to be floats for now.
@ -183,7 +184,7 @@ class NonShittyIB(IB):
'''
def __init__(self):
# override `ib_insync` internal loggers so we can see wtf
# override `ib_async` internal loggers so we can see wtf
# it's doing..
self._logger = get_logger(
name=__name__,
@ -194,7 +195,7 @@ class NonShittyIB(IB):
self.wrapper = NonShittyWrapper(self)
self.client = ib_client.Client(self.wrapper)
self.client._logger = get_logger(
name='ib_insync.client',
name='ib_async.client',
)
# self.errorEvent += self._onError
@ -879,7 +880,7 @@ class Client:
currency='USD',
exchange='PAXOS',
)
# XXX, on `ib_insync` when first tried this,
# XXX, on `ib_async` when first tried this,
# > Error 10299, reqId 141: Expected what to show is
# > AGGTRADES, please use that instead of TRADES.,
# > contract: Crypto(conId=479624278, symbol='BTC',
@ -1092,7 +1093,7 @@ class Client:
size: int,
account: str, # if blank the "default" tws account is used
# XXX: by default 0 tells ``ib_insync`` methods that there is no
# XXX: by default 0 tells ``ib_async`` methods that there is no
# existing order so ask the client to create a new one (which it
# seems to do by allocating an int counter - collision prone..)
reqid: int = None,
@ -1281,7 +1282,7 @@ async def load_aio_clients(
port: int = None,
client_id: int = 6116,
# the API TCP in `ib_insync` connection can be flaky af so instead
# the API TCP in `ib_async` connection can be flaky af so instead
# retry a few times to get the client going..
connect_retries: int = 3,
connect_timeout: float = 30, # in case a remote-host
@ -1289,7 +1290,7 @@ async def load_aio_clients(
) -> dict[str, Client]:
'''
Return an ``ib_insync.IB`` instance wrapped in our client API.
Return an ``ib_async.IB`` instance wrapped in our client API.
Client instances are cached for later use.
@ -1747,7 +1748,7 @@ async def get_client(
) -> Client:
'''
Init the ``ib_insync`` client in another actor and return
Init the ``ib_async`` client in another actor and return
a method proxy to it.
'''

View File

@ -35,14 +35,14 @@ from trio_typing import TaskStatus
import tractor
from tractor.to_asyncio import LinkedTaskChannel
from tractor import trionics
from ib_insync.contract import (
from ib_async.contract import (
Contract,
)
from ib_insync.order import (
from ib_async.order import (
Trade,
OrderStatus,
)
from ib_insync.objects import (
from ib_async.objects import (
Fill,
Execution,
CommissionReport,
@ -181,7 +181,7 @@ async def handle_order_requests(
# validate
order = BrokerdOrder(**request_msg)
# XXX: by default 0 tells ``ib_insync`` methods that
# XXX: by default 0 tells ``ib_async`` methods that
# there is no existing order so ask the client to create
# a new one (which it seems to do by allocating an int
# counter - collision prone..)
@ -237,7 +237,7 @@ async def recv_trade_updates(
) -> None:
'''
Receive and relay order control and positioning related events
from `ib_insync`, pack as tuples and push over mem-chan to our
from `ib_async`, pack as tuples and push over mem-chan to our
trio relay task for processing and relay to EMS.
'''
@ -303,7 +303,7 @@ async def recv_trade_updates(
# much more then a few more pnl fields..
# 'updatePortfolioEvent',
# XXX: these all seem to be weird ib_insync internal
# XXX: these all seem to be weird ib_async internal
# events that we probably don't care that much about
# given the internal design is wonky af..
# 'newOrderEvent',
@ -499,7 +499,7 @@ async def open_trade_event_stream(
] = trio.TASK_STATUS_IGNORED,
):
'''
Proxy wrapper for starting trade event stream from ib_insync
Proxy wrapper for starting trade event stream from ib_async
which spawns an asyncio task that registers an internal closure
(`push_tradies()`) which in turn relays trading events through
a `tractor.to_asyncio.LinkedTaskChannel` which the parent

View File

@ -36,7 +36,7 @@ from typing import (
)
from async_generator import aclosing
import ib_insync as ibis
import ib_async as ibis
import numpy as np
from pendulum import (
now,
@ -100,7 +100,7 @@ tick_types = {
5: 'size',
8: 'volume',
# ``ib_insync`` already packs these into
# `ib_async` already packs these into
# quotes under the following fields.
55: 'trades_per_min', # `'tradeRate'`
56: 'vlm_per_min', # `'volumeRate'`
@ -304,7 +304,7 @@ async def open_history_client(
# TODO: it seems like we can do async queries for ohlc
# but getting the order right still isn't working and I'm not
# quite sure why.. needs some tinkering and probably
# a lookthrough of the `ib_insync` machinery, for eg. maybe
# a lookthrough of the `ib_async` machinery, for eg. maybe
# we have to do the batch queries on the `asyncio` side?
yield (
get_hist,
@ -1051,6 +1051,21 @@ def normalize(
# ticker.rtTime.timestamp) / 1000.
data.pop('rtTime')
# XXX, `ib_async` seems to set a
# `'timezone': datetime.timezone.utc` in this `dict`
# which is NOT IPC serializeable sin codec!
#
# pretty sure we don't need any of this field for now anyway?
data.pop('defaults')
if lts := data.get('lastTimeStamp'):
lts.replace(tzinfo=None)
log.warning(
f'Stripping `.tzinfo` from datetime\n'
f'{lts}\n'
)
# breakpoint()
return data
@ -1227,7 +1242,7 @@ async def stream_quotes(
):
# ?TODO? can we rm this - particularly for `ib_async`?
# ugh, clear ticks since we've consumed them
# (ahem, ib_insync is stateful trash)
# (ahem, ib_async is stateful trash)
# first_ticker.ticks = []
# only on first entry at feed boot up

View File

@ -36,7 +36,7 @@ from pendulum import (
parse,
from_timestamp,
)
from ib_insync import (
from ib_async import (
Contract,
Commodity,
Fill,

View File

@ -30,7 +30,7 @@ from typing import (
)
from rapidfuzz import process as fuzzy
import ib_insync as ibis
import ib_async as ibis
import tractor
import trio

View File

@ -41,7 +41,7 @@ from pendulum import (
)
if TYPE_CHECKING:
from ib_insync import (
from ib_async import (
TradingSession,
ContractDetails,
)
@ -236,7 +236,7 @@ def is_venue_closure(
#
# NOTE, this was generated by @guille from a gpt5 prompt
# and was originally thot to be needed before learning about
# `ib_insync.contract.ContractDetails._parseSessions()` and
# `ib_async.contract.ContractDetails._parseSessions()` and
# it's downstream meths..
#
# This is still likely useful to keep for now to parse the

View File

@ -52,7 +52,6 @@ dependencies = [
"bidict >=0.23.1",
"colorama >=0.4.6, <0.5.0",
"colorlog >=6.7.0, <7.0.0",
"ib-insync >=0.9.86, <0.10.0",
"numpy>=2.0",
"polars >=0.20.6",
"polars-fuzzy-match>=0.1.5",
@ -76,6 +75,7 @@ dependencies = [
"numba>=0.61.0",
"pyvnc",
"exchange-calendars>=4.13.1",
"ib-async>=2.1.0",
]
# ------ dependencies ------
# NOTE, by default we ship only a "headless" deps set bc

39
uv.lock
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@ -10,6 +10,18 @@ resolution-markers = [
"python_full_version < '3.14' and sys_platform != 'emscripten' and sys_platform != 'win32'",
]
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{ name = "numpy" },
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@ -630,16 +630,17 @@ wheels = [
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version = "0.9.86"
name = "ib-async"
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@ -1107,7 +1108,7 @@ dependencies = [
{ name = "cryptofeed" },
{ name = "exchange-calendars" },
{ name = "httpx" },
{ name = "ib-insync" },
{ name = "ib-async" },
{ name = "msgspec" },
{ name = "numba" },
{ name = "numpy" },
@ -1183,7 +1184,7 @@ requires-dist = [
{ name = "cryptofeed", specifier = ">=2.4.0,<3.0.0" },
{ name = "exchange-calendars", specifier = ">=4.13.1" },
{ name = "httpx", specifier = ">=0.27.0,<0.28.0" },
{ name = "ib-insync", specifier = ">=0.9.86,<0.10.0" },
{ name = "ib-async", specifier = ">=2.1.0" },
{ name = "msgspec", specifier = ">=0.19.0,<0.20" },
{ name = "numba", specifier = ">=0.61.0" },
{ name = "numpy", specifier = ">=2.0" },