By passing down the `tractor.hilevel.ServiceMngr.debug_mode: bool`
(normally proxied in from the `--pdb` CLI flag) to `spawn_brokerd()` and
adjusting the `_setup_persistent_brokerd()` endpoint to do the
`tractor.devx._debug.maybe_init_greenback()` if needed.
Also in the `broker_init()` factory merge all `tractor` related `kwargs`
(i.e. `start_actor_kwargs | datad_kwargs | spawn_kws`) into the 2nd
element returned as to be passed to `ActorNursery.start_actor()`. Start
re-naming some internal vars/fields as `datad` as well.
Such that we maintain that subsys in the actor-runtime repo (with
hopefully an extensive test suite XD).
Port deats,
- rewrite `open_service_mngr()` as a thin wrapper that delegates into
the new `tractor.hilevel.open_service_mngr()` but with maintenance of
the `Services` class-singleton for now.
- port `.service._daemon` usage to the new
`ServiceMngr.start_service_ctx()` a rename from
`.start_service_task()` which is now likely destined for the soon
supported `tractor.trionics.TaskMngr` nursery extension.
- ref the new `ServiceMngr.an: ActorNursery` instance var name.
Other,
- always enable the `tractor.pause_from_sync()` support via `greenback`
whenever `debug_mode` is set at `pikerd` init.
Nothing changing functionally here just adding more `tractor`
operational notes, tips for debug tooling and typing fixes B)
Of particular note is adding further details about the reason we do not
need to call `Context.cancel()` inside the `finally:` block of
`.open_context_in_task()` thanks to `tractor`'s new and improved
inter-actor cancellation semantics Bo
Since `tractor`'s new and improved inter-actor cancellation semantics
are much more pedantic, AND bc we use the `ServiceMngr` for spawning
service actors on-demand, the caller of `maybe_spawn_daemon()` should
NEVER conduct a so called "out of band" `Actor`-runtime cancel request
since this is precisely the job of our `ServiceMngr` XD
Add a super in depth note explaining the underlying issue and adding
a todo list of how we should prolly augment `tractor` to make such cases
easier to grok and fix in the future!
Given it's a fairly simple yet useful abstraction, it makes sense to
offer this sub-sys alongside the core `tractor` runtime lib.
Without going into extreme detail on the impl changes (it'll come in
the commit that moves to the other repo) here is the high level summary:
------ - ------
- rename `Services` -> `ServiceMngr` and use an factory `@acm`
to guarantee a single-instance-per-actor using a niche approach for a
singleton object using a default keyword-arg B)
- the mod level `open_service_mngr()` and `get_service_mngr()` are the
new allocation/access API.
- add a `ServiceMngr.start_service()` method which does the work of both
spawning a new subactor (for the daemon) and uses its portal to start
the mngr side supervision task.
- open actor/task nurseries inside the `@acm` allocator.
Adjust other dependent subsystems to match:
------ - ------
- use `open_service_mngr()` when first allocated in `open_pikerd()`.
- use `get_service_mngr()` instead of importing the class ref inside
`.service.maybe_spawn_daemon()`, `.brokers._daemon.spawn_brokerd()`
and `.data._sampling.spawn_samplerd()` using a `partial` to pack in
the endpoint ctx kwargs (unpacked inside `.start_service()` XD).
Since i'm seeing IB records with a `None` value and i don't want to be
debugging every time order-mode boots up..
Also use `pdb=debug` in `.open_ledger_dfs()`
Note, this had conflicts on `piker/accounting/calc.py` when rebasing
onto the refactored `brokers_refinery` history which were resolved
manually!
To start this is just a shell for the test, there's no checking logic
yet.. put it as `test_accounting.test_ib_account_with_duplicated_mktids()`.
The test is composed for now to be completely runtime-free using only
the offline txn-ledger / symcache / account loading APIs, ideally we
fill in the activated symbology-data-runtime cases once we figure a sane
way to handle incremental symcache updates for backends like IB..
To actually fill the test out with real checks we still need to,
- extract the problem account file from my ib.algopape into the test
harness data.
- pick some contracts with multiple fqmes despite a single bs_mktid and
ensure they're aggregated as a single `Position` as well as,
* ideally de-duplicating txns from the account file section for the
mkt..
* warning appropriately about greater-then-one fqme for the bs_mktid
and providing a way for the ledger re-writing to choose the
appropriate `<venue>` as the "primary" when the
data-symbology-runtime is up and possibly use it to incrementally
update the IB symcache and store offline for next use?
Since under `trio`-cancellation the `.remove()` is a checkpoint and will
be masked by a taskc AND we **always want to remove the rect** despite
the surrounding teardown conditions.
In the `translate_and_relay_brokerd_events()` loop task that is, such
that we never crash on a `status_msg = book._active.pop(oid)` in the
'closed' status handler whenever a double removal happens.
Turns out there were unforeseen races here when a benign backend error
would cause an order-mode dialog to be cancelled (incorrectly) and then
a UI side `.on_cancel()` would trigger too-early removal from the
`book._active` table despite the backend sending an actual 'closed'
event (much) later, this would crash on the now missing entry..
So instead we now,
- obviously use `book._active.pop(oid, None)`
- emit a `log.warning()` (not info lol) on a null-read and with a less
"one-line-y" message explaining the double removal and maybe *why*.
For backends which opt to set the new `BrokerdPosition.bs_mktid` field,
give (matching logic) priority to it such that even if the `.symbol`
field doesn't match the mkt currently focussed on chart, it will
always match on a provider's own internal asset-mapping-id. The original
fallback logic for `.fqme` matching is left as is.
As an example with IB, a qqq.nasdaq.ib txn may have been filled on
a non-primary venue as qqq.directedea.ib, in this case if the mkt is
displayed and focused on chart we want the **entire position info** to
be overlayed by the `OrderMode` UX without discrepancy.
Other refinements,
- improve logging and add a detailed edge-case-comment around the
`.on_fill()` handler to clarify where if a benign 'error' msg is
relayed from a backend it will cause the UI to operate as though the
order **was not-cleared/cancelled** since the `.on_cancel()` handler
will have likely been called just before, popping the `.dialogs`
entry. Return `bool` to indicate whether the UI removed-lines
/ added-fill-arrows.
- inverse the `return` branching logic in `.on_cancel()` to reduce
indent.
- add a very loud `log.error()` in `Status(resp='error')` case-block
ensuring the console yells about the order being cancelled, also
a todo for the weird msg-field recursion nonsense..
Such that backends can deliver their own internal unique
`MktPair.bs_mktid` when they can't seem to get it right via the
`.fqme: str` export.. (COUGH ib, you piece of sh#$).
Also add todo for possibly replacing the msg with a `Position.summary()`
"snapshot" as a better and more rigorously generated wire-ready msg.
Despite a `.bs_mktid` ideally being a bijection with `MktPair.fqme`
values, apparently some backends (cough IB) will switch the .<venue>`
part in txn records resulting in multiple account-conf-file sections for
the same dst asset. Obviously that means we can't allocate new
`Position` entries keyed by that `bs_mktid`, instead be sure to **update
them instead**!
Deats,
- add case logic to avoid pp overwrites using a `pp_objs.get()` check.
- warn on duplicated pos entries whenever the current account-file
entry's `mkt` doesn't match the pre-existing position's.
- mk `Position.add_clear()` return a `bool` indicating if the record was
newly added, warn when it was already existing/added prior.
Also,
- drop the already deprecated `open_pps()`, also from sub-pkg exports.
- draft TODO for `Position.summary()` idea as a replacement for
`BrokerdPosition`-msgs.
That is inside embedded `.accounting.calc.dyn_parse_to_dt()` closure add
an optional `_invalid: list` param to where we can report
bad-timestamped records which we instead override and return as
`from_timestamp(0.)` (when the parser loop falls through) and report
later (in summary ) from the `.accounting.calc.iter_by_dt()` caller. Add
some logging and an optional debug block for future tracing.
NOTE, this commit was re-edited during a conflict between the orig
branches: `dev/binance_api_3.1` & `dev/alt_tpts_for_perf`.
For `[ib]` adjust content to match changes to the
`dockering/ib/README.rst` and for `[deribit]` toss in the WIP options
related params for anyone who wants to play around with @nt's work.
Such that the `brokers.toml` can contain any of the following
<port> = dict|tuple styles,
```toml
[ib.vnc_addrs]
4002 = {host = 'localhost', port = 5900, pw = 'doggy'} # host, port, pw
4002 = {host = 'localhost', port = 5900} # host, port, pw
4002 = ['localhost', 5900] # host, port, pw
```
With the first line demonstrating a vnc-server password (as normally set
via a `.env` file in the `dockering/ib/` subdir) with the `pw =` field.
This obviously removes the hardcoded `'doggy'` password from prior.
Impl details in `.brokers.ib._util`:
- pass the `ib.api.Client` down into `vnc_click_hack()` doing all config
reading within and removing host, port unpacking in the callingn
`data_reset_hack()`.
- also pass the client `try_xdo_manual()` and comment (with plans to
remove) the recently added localhost-only fallback section since
we now have a fully working py vnc client again with `pyvnc` B)
- in `vnc_click_hack()` match for all the possible config line styles
and,
* pass any `pw` field to `pyvncVNCConfig`,
* continue matching host, port without password,
* fallthrough to raising a val-err when neither ^ match.
For the new github image, a high-level look at its basic
features/usage/docs and prosing around our expected default usage with
the `piker.brokers.ib` backend.
It actually works for vncAuth(2) (thank god!) which the previous
`asyncvnc` **did not**, and seems to be mostly based on the work
from the `asyncvnc` author anyway (so all my past efforts don't seem to
have been in vain XD).
NOTE, the below deats ended up being factored in earlier into the
`pyproject.toml` alongside nix(os) support needed for testing and
landing this history. As the such, the comments are the originals but
the changes are not.
Deats,
- switch to `pyvnc` async API (using `asyncio` again obvi) in
`.ib._util._vnc_click_hack()`.
- add `pyvnc` as src installed dep from GH.
- drop `asyncvnc` as dep.
Other,
- update `pytest` version range to avoid weird auto-load plugin exposed
by `xonsh`?
- add a `tool.pytest.ini_options` to project file with vars to,
- disable that^ `xonsh` plug using `addopts = '-p no:xonsh'`.
- set a `testpaths` to avoid running anything but that subdir.
- try out the `'progress'` style console output (does it work?).
Such that if/when the `push()` ticker callback (closure) errors
internally, we actually eventually bubble the error out-and-up from the
`asyncio.Task` and from there out the `.to_asyncio.open_channel_from()` to
the parent `trio.Task`..
It ended up being much more subtle to solve then i would have liked
thanks to,
- whatever `Ticker.updateEvent.connect()` does behind the scenes in
terms of (clearly) swallowing with only log reporting any exc raised
in the registered callback (in our case `push()`),
- `asyncio.Task.set_excepion()` never working and instead needing to
resort to `Task.cancel()`, catching `CancelledError` and re-raising
the stashed `maybe_exc` from `push()` when set..
Further this ports `.to_asyncio.open_channel_from()` usage to use
the new `chan: tractor.to_asyncio.LinkedTaskChannel` fn-sig API, namely
for `_setup_quote_stream()` task. Requires the latest `tractor` updates
to the inter-eventloop-chan iface providing a `.set_nowait()` and
`.get()` for the `asyncio`-side.
Impl deats within `_setup_quote_stream()`,
- implement `push()` error-bubbling by adding a `maybe_exc` which can be
set by that callback itself or by its registering task; when set it is
both,
* reported on by the `teardown()` cb,
* re-raised by the terminated (via `.cancel()`) `asyncio.Task` after
woken from its sleep, aka "cancelled" (since that's apparently one
of the only options.. see big rant further todo comments).
- add explicit error-tolerance-tuning via a `handler_tries: int` counter
and `tries_before_raise: int` limit such that we only bubble
a `push()` raised exc once enough tries have consecutively failed.
- as mentioned, use the new `chan` fn-sig support and thus the new
method API for `asyncio` -> `trio` comms.
- a big TODO XXX around the need to use a better sys for terminating
`asyncio.Task`s whether it's by delegating to some `.to_asyncio`
internals after a factor-out OR by potentially going full bore `anyio`
throughout `.to_asyncio`'s impl in general..
- mk `teardown()` use appropriate `log.<level>()`s based on outcome.
Surroundingly,
- add a ton of doc-strings to mod fns previously missing them.
- improved / added-new comments to `wait_on_data_reset()` internals and
anything changed per ^above.
NOTE, resolved conflicts on `piker/brokers/ib/feed.py` due to
`brokers_refinery` commit:
d809c797 `.brokers.ib.feed`: better `tractor.to_asyncio` typing and var naming throughout!
Such that we can avoid other (pretty unreliable) "alternative" checks to
determine whether a real-time quote should be waited on or (when venue
is closed) we should just signal that historical backfilling can
commence immediately.
This has been a todo for a very long time and it turned out to be much
easier to accomplish than anticipated..
Deats,
- add a new `is_current_time_in_range()` dt range checker to predicate
whether an input range contains `datetime.now(start_dt.tzinfo)`.
- in `.ib.feed.stream_quotes()` add a `venue_is_open: bool` which uses
all of the new ^^ to determine whether to branch for the
short-circuit-and-do-history-now-case or the std real-time-quotes
should-be-awaited-since-venue-is-open, case; drop all the old hacks
trying to workaround not figuring that venue state stuff..
Other,
- also add a gpt5 composed parser to `._util` for the
`ib_insync.ContractDetails.tradingHours: str` for before i realized
there was a `.tradingSessions` property XD
- in `.ib_feed`,
* add various EG-collapsings per recent tractor/trio updates.
* better logging / exc-handling around ticker quote pushes.
* stop clearing `Ticker.ticks` each quote iteration; not sure if this
is needed/correct tho?
* add masked `Ticker.ticks` poll loop that logs.
- fix some `str.format()` usage in `._util.try_xdo_manual()`
NOTE, resolved conflicts on `piker/brokers/ib/feed.py` due to
rebasing onto up stream `brokers_refinery` commit,
d809c797 `.brokers.ib.feed`: better `tractor.to_asyncio` typing and var naming throughout
You'd think they could be bothered to make either a "log" or "warning"
msg type instead of a `type='error'`.. but alas, this attempts to detect
all such "warning"-errors and never proxy them to the clearing engine
thus avoiding the cancellation of any associated (by `reqid`)
pre-existing orders (control dialogs).
Also update all surrounding log messages to a more multiline style.
Since apparently porting to the new docker container enforces using
a vnc password and `asyncvnc` seems to have a bug/mis-config whenever
i've tried a pw over a wg tunnel..?
Soo, this tries out the old `i3ipc`-win-focus + `xdo` click hack when
the above fails.
Deats,
- add a mod-level `try_xdo_manual()` to wrap calling
`i3ipc_xdotool_manual_click_hack()` with an oserr handler, ensure we
don't bother trying if `i3ipc` import fails beforehand tho.
- call ^ from both the orig case block and the failover from the
vnc-client case.
- factor the `+no_setup_msg: str` out to mod level and expect it to be
`.format()`-ed.
- refresh todo around `asyncvnc` pw ish..
- add a new `i3ipc_fin_wins_titled()` window-title scanner which
predicates input `titles` and delivers any matches alongside the orig
focused win at call time.
- tweak `i3ipc_xdotool_manual_click_hack()` to call ^ and remove prior
unfactored window scanning logic.
Handle new API field per 2025-12-02 update.
(this patch was generated in some part by [`claude-code`][claude-code-gh])
[claude-code-gh]: https://github.com/anthropics/claude-code
Lol, a cheeky unforeseen bug due to TOML's lack of a null type and
thinking i can render an `Optional` field on a `msgspec.Struct`
(defaulted to `None`) the `binance.symcache.toml` cache file..
I didn't catch this when i first updated to the 3.1 API in f7caa75228
because i never did a cache-files flush.. lesson learned and we **really
need tests for this**!!
Such that the next time i inevitably must debug the some order-request
error status or precision discrepancy, i have the mkt-symbol branch
ready to go. Also, switch to `'action': 'buy'|'sell' as action,` style
`case` matching instead of the post-`if` predicate style.
Tyler Goodlet
Gud Boi