Commit Graph

4505 Commits (0e9b50de4b60863f481d0336b848834aa6194f40)

Author SHA1 Message Date
Tyler Goodlet 0e9b50de4b `_ems`: tolerate and warn on already popped execs
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*.
2026-01-07 13:41:07 -05:00
Tyler Goodlet 388a9a4da7 ui.order_mode: prioritize mkt-match on `.bs_mktid`
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..
2026-01-07 13:41:07 -05:00
Tyler Goodlet 5b91b08963 Add an option `BrokerdPosition.bs_mktid` field
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.
2026-01-07 13:41:06 -05:00
Tyler Goodlet d67ace75a4 Don't override `Account.pps: dict` entries..
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.
2026-01-07 13:41:06 -05:00
Tyler Goodlet b6d70d5012 ib-related: cope with invalid txn timestamps
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`.
2026-01-07 13:41:06 -05:00
Gud Boi 2ca50348ce Merge pull request 'ib_2025_updates: to make it not suck despite edwault's epic exit'
Reviewed-on: https://www.pikers.dev/pikers/piker/pulls/59
2026-01-07 18:40:51 +00:00
Tyler Goodlet 55116eea01 Bump `brokers.toml`, update ib and deribit sections
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.
2026-01-07 13:39:34 -05:00
Tyler Goodlet a0020d485e Bump ib-container docs and compose file
Add necessary details for the `brokers.toml`, cleanup and link to the
new GH container repo in the `docker-compose.yml`.
2026-01-07 13:39:34 -05:00
Tyler Goodlet ccb4f79170 Bump various `.brokers.core` doc string content/style 2026-01-07 13:39:34 -05:00
Tyler Goodlet 1089de024a ib: multiline stylings, typing, timeout report 2026-01-07 13:39:34 -05:00
Tyler Goodlet 05bdac5542 Woops, fix to read `.api_port` ref from the `Client.ib.client`.. 2026-01-07 13:39:34 -05:00
Tyler Goodlet a392185d2f Support per-`ib.vnc_addrs` vnc passwords
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.
2026-01-07 13:39:34 -05:00
Tyler Goodlet 9fd14ad6ce ib: bump `docker/ib/README.rst`
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.
2026-01-07 13:39:34 -05:00
Tyler Goodlet 6ff9ba2e78 ib.feed: better no-bars error-log message format 2026-01-07 13:39:34 -05:00
Tyler Goodlet c1fbf70c62 Switch to `pyvnc` for IB reset hackz
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?).
2026-01-07 13:23:41 -05:00
Tyler Goodlet 269b8158e6 Convert remaining `.to_asyncio.open_channel_from()` to `chan` fn-sig usage 2026-01-07 13:23:41 -05:00
Tyler Goodlet 728a6f428e `ib.feed`: finally solve `push()` exc propagation
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!
2026-01-07 13:23:41 -05:00
Tyler Goodlet 323840fdfc `ib`: various type-annot, multiline styling and todos updates 2026-01-07 13:23:41 -05:00
Tyler Goodlet 27c83fae0c ib: add venue-hours checking
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
2026-01-07 13:23:41 -05:00
Tyler Goodlet e92d5baf99 ib: never relay "Warning:" errors to EMS..
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.
2026-01-07 13:23:41 -05:00
Tyler Goodlet b1111bf9b0 ib: jig `.data_reset_hack()` with vnc-client failover
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.
2026-01-07 13:23:41 -05:00
Gud Boi d75c34d173 Merge pull request 'providers_sync: required API updates and `.brokers` refinements'
From providers_sync into main.
Reviewed-on: https://www.pikers.dev/pikers/piker/pulls/56
2026-01-07 18:23:13 +00:00
Tyler Goodlet 9be8ca6097 binance: add `AggTrade.nq: float`: "normal quantity" field.. 2026-01-06 23:43:44 -05:00
Tyler Goodlet bda8154d55 binance: handle new `TRADIFI_PERPETUAL`.. 2026-01-06 23:43:44 -05:00
Tyler Goodlet fd4dca9963 binance: add `Pair.opoAllowed` field
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
2026-01-06 23:43:44 -05:00
Tyler Goodlet 3c024206d4 binance: set `Pair.pegInstructionsAllowed = False`
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**!!
2026-01-06 23:43:44 -05:00
Tyler Goodlet 4e9394f24b Add fix for binance API 3.1 rollout..
See https://developers.binance.com/docs/binance-spot-api-docs#2025-08-26
2026-01-06 23:43:44 -05:00
Tyler Goodlet cc0da23687 kraken: add crash-handling around `Pair()` init
Since it can otherwise be difficult to debug due to nursery cancellation
(we need that taskman yo!).
2026-01-06 23:43:44 -05:00
Tyler Goodlet c6998431ea kraken: `Pair.costmin` is now optional?
Some pairs don't seem to define it but it's not listed as deprecated on
official API page (new one now linked in type def's doc string).
2026-01-06 23:43:44 -05:00
Tyler Goodlet af39a8d0a7 binance: add new `permissionSets` to base `Pair` 2026-01-06 23:43:44 -05:00
Tyler Goodlet 85834b41eb Update `binance` spot pairs with `amendAllowed`
As per API updates,
https://developers.binance.com/docs/binance-spot-api-docs
https://developers.binance.com/docs/binance-spot-api-docs/faqs/order_amend_keep_priority

I also slightly tweaked the filed mismatch exception note to include the
`repr(pair_type)` so the dev can know which pair types should be
changed.
2026-01-06 23:43:44 -05:00
Tyler Goodlet 04be48e2d2 `.kraken`: add masked pauses for order req debug
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.
2026-01-06 23:43:44 -05:00
Tyler Goodlet b6d8ddae94 `.questrade`: link in ws-API issue! 2026-01-06 23:43:44 -05:00
Tyler Goodlet 925a12bd81 `.kraken.broker`: need to `await verify_balances()` .. 2026-01-06 23:43:44 -05:00
Tyler Goodlet 13b7dfe1d0 `.brokers.ib.feed`: better `tractor.to_asyncio` typing and var naming throughout! 2026-01-06 23:43:44 -05:00
Tyler Goodlet 19609b3214 `.brokers.cli`: module type and todo for `--pdb` flag to NOT src from sub-cmd 2026-01-06 23:43:44 -05:00
Tyler Goodlet 51541b46be Type loaded backend modules 2026-01-06 23:43:44 -05:00
Gud Boi f218cf450e Merge pull request 'port_to_latest_tractor'
#45 from port_to_latest_tractor into main
Reviewed-on: https://www.pikers.dev/pikers/piker/pulls/45
2026-01-07 04:43:27 +00:00
Tyler Goodlet c77aca1f90 Flip (back) `pikerd` to use TCP by default
It'll break all non-linux OS-platforms atm and bc it should only be set
to a "non-std transport" through the config anyways.

Yeah yeah, we're slowly appealing to the frickin masses..
2026-01-06 23:34:32 -05:00
Tyler Goodlet 3adbabcba6 Use `pytest` plugin now exposed by `tractor` 2026-01-06 22:27:58 -05:00
Tyler Goodlet 2b17b99964 `.ui._search`: collapse EGs as needed, use `tn` naming. 2026-01-06 22:27:58 -05:00
Tyler Goodlet f3767e4269 Port `.data._web_bs` stuff to strict-EGs
Using `tractor.trionics.collapse_eg()` as needed and doing
some renames, in similar style as elsewhere:
- `pcs` -> `rent_cs`,
- `n` -> `tn` for nursery handles,

Also,
- tweak the `._reconnect_forever()` while loop to use the
  (also) `trio`-internal
  `mc_state: trio._channel.MemoryChannelState = snd._state` instead
  of `snd._close` to poll for open send/receive consumer task counts
  since,
    1. it seems more reliable then using the `snd._closed`,
    2. there's no other way to access the info.. afaik?

- handle `ConnectionRejected` explicitly alongside handshake-errs as
  a retry case.
- add a base-exc handler which `.exception()` reports the reconnect
  attempt failure explicitly.
- drop some lingering `Optional` usage.
2026-01-06 22:27:58 -05:00
Tyler Goodlet c065ff6b86 Port `.cli` & `.service` to latest `tractor` registry APIs
Namely changes for the `registry_addrs: list`, enable_transports: list`
and related `tractor._addr` primitive requirements.

Other updates include,
- passing `maybe_enable_greenback=True`,
- additional exc logging around `pikerd` syncing/booting,
- changing to newer `Context.wait_for_result()`,
- dropping (unnecessary?) `maybe_open_crash_handler()` around `pikerd` ep.
2026-01-06 22:27:58 -05:00
Tyler Goodlet 5dc0ecc802 binance; unmask around send-chan @acm usage 2026-01-06 22:27:58 -05:00
Tyler Goodlet ff81e57e73 Spurious first-draft of EG collapsing
Topically, throughout various (seemingly) console-UX-affecting or benign
spots in the code base; nothing that required more intervention beyond
things superficial. A few spots also include `trio.Nursery` ref renames
(always to something with a `tn` in it) and log-level reductions to
quiet (benign) console noise oriented around issues meant to be solved
long..

Note there's still a couple spots i left with the loose-ify flag because
i haven't fully tested them without using the latest version of
`tractor.trionics.collapse_eg()`, but more then likely they should flip
over fine.
2026-01-06 22:27:58 -05:00
Tyler Goodlet ef748c7599 Use `.trionics.collapse_eg()` in `.deribit.api`
Commit this change separate from the (original) broader set applied to
the entire code base since the `.deribit.api` mod contained changes from
upstream max-pain work (from our very own @nt) which caused a noticeable
conflict and intros un-required changes from his work to re-enable
`deribit` support.

Note the original commit, "69eac7bb Spurious first-draft of EG
collapsing", applied similar changes through the rest of the code base.
AGAIN, this mod's change is only being broken out to minimize upstream
change conflicts due to updates to the `deribit` backend done earlier in
time-history.
2026-01-06 22:27:58 -05:00
Tyler Goodlet 3f6853a437 Try running daemons on UDS tpt
The root daemon, pikerd, needs to be adjusted to use diff default
registry addrs to also utilize non-TCP, but for now this gets us started
testing; so far so good B)
2026-01-06 22:27:58 -05:00
Tyler Goodlet 0bd8cd1882 Adjust feed status fields/display-pane to new actor-ID
That is to use the new `tractor.msg.types.Aid` struct to pull the
`brokerd` info from the `tractor.Channel.aid: Aid` attr as well as more
generally handling the new `Channel.raddr.proto_key: str` and no longer
assuming a TCP IPC transport; this per the recent `tractor.ipc`
subsys which adds multi-IPC-transports!

Downstream tweaks to match,
- use an "opt-in" field set to display in the `brokerd` info pane in
  `.ui._feedstatus.mk_feed_label()`.
 |_ also add some todos and drop some seemingly unneeded form sizing
    calcs?
- tweak `.ui._label` to allow not using markdown, though ended up not
  doing that since it looked too plain..
2026-01-06 22:27:58 -05:00
Tyler Goodlet 28db478da1 Adjust to `trio`'s strict eg nurseries throughout!
Using `tractor.trionics.collapse_eg()` as needed to avoid, at the least,
crash-worthy (in debug-mode REPL-ing terms) nested cancellation egs that
exhibit on SIGINT/ctl-c of each "app" (chart & daemon).

Also a bit of renaming of all `trio.Nursery`s to `tn`, the new "task
nursery" shorthand-var-name being used in all our other `tractor`
related projects.
2026-01-06 22:27:58 -05:00
Tyler Goodlet d36575cd0d Port to newer `tractor.get_registry()` 2026-01-06 22:27:58 -05:00