brokerd: slim RPC caps + `ib` client-id offset

Caps-sec tightening now that `brokerd` is trading-only: NO
`piker.data.*` (feed) mods are RPC-enabled in the (live,
credentialed) trading actor anymore.

Deats,
- drop `_data_mods` for a minimal `_brokerd_service_mods`
  (just `piker.brokers._daemon`); dedup-compose with the
  backend's set in `spawn_brokerd()`.
- `broker_init()` reads the backend's `_brokerd_mods`
  (fallback: `__enable_modules__` for flat backends).
- fail fast in `spawn_brokerd()` via `validate.get_eps()`
  when a backend offers NO live order-ctl eps (eg.
  `kucoin`, `deribit`) -> tells the caller to use
  paper-mode instead of booting a dead actor; analogous
  warning in `datad_init()` for datad-ep-less backends.
- offset `ib`'s default `client_id` per daemon-kind in
  `load_aio_clients()`: post-split BOTH `datad.ib` and
  `brokerd.ib` connect to the same gw/tws endpoint and the
  shared default (6116 + linear retry incrs) would collide
  and burn the full conn-timeout retry cycle; datad gets
  +16, ad-hoc (test/cli) actors +32.
- drop the import-cleanup leftovers (`exceptiongroup`,
  `_FeedsBus` type-only import) and the now-resolved
  "expose datad" TODO in `.cli`.

(this patch was generated in some part by [`claude-code`][claude-code-gh])
[claude-code-gh]: https://github.com/anthropics/claude-code

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

Prompt-IO: ai/prompt-io/claude/20260610T171344Z_eee19de0_prompt_io.md

ai/prompt-io/claude/20260610T170859Z_75cefe10_prompt_io.md

@@ -0,0 +1,59 @@
+---
+model: claude-fable-5[1m]
+service: claude
+session: 32d15f9a-b2d3-4c26-bdc9-190219141a25
+timestamp: 2026-06-10T17:08:59Z
+git_ref: datad_service
+diff_cmd: git log -1 -p --follow -- ai/prompt-io/claude/20260610T170859Z_75cefe10_prompt_io.md
+scope: code
+substantive: true
+raw_file: 20260610T170859Z_75cefe10_prompt_io.raw.md
+---
+
+## Prompt
+
+Session-initiating instruction (driving all 7 commits in
+this series):
+
+> ok i want you to become the distributed runtime and
+> concurrency expert for this project - namely acquire
+> a deep understanding of tractor and how it's used.
+> then i want you to attempt to factor our current
+> brokerd service daemon into 2 daemons: a brokerd
+> which only hosts live/paper trading endpoint tasks
+> [..] a new `datad` subdaemon which in a separate
+> subactor serves all the data feed service tasks [..]
+> give me a mega detailed plan on how to approach this,
+> and a staged approach for the implementation.
+
+Proximate driver for THIS commit: during the approved
+plan's stage-0 test gate the agent discovered test
+subactors were writing into the user's REAL
+`~/.config/piker/accounting/` files (a bogus paper fill
+landed in `account.kraken.paper.toml`) because the old
+test-dir override in `config.get_app_dir()` was
+commented out and could never work in spawned
+subactors anyway. Fix applied autonomously under the
+approved plan; no explicit per-fix user prompt.
+
+## Response summary
+
+Restore `pytest` config-dir isolation by resolving the
+per-test tmp dir lazily (at conf-path access time) from
+`tractor` runtime-vars, which propagate down the actor
+tree; route all conf-path derivation through
+`config.get_conf_dir()` so the override is effective in
+every (sub)actor.
+
+## Files changed
+
+- `piker/config.py` — add `_maybe_use_test_dir()`;
+  hook in `get_conf_dir()`; route `get_conf_path()` +
+  `load()` mkdir through it
+- `piker/accounting/_ledger.py` — derive ledger dir
+  via `config.get_conf_dir()` (not the global)
+- `piker/accounting/_pos.py` — same for account files
+
+## Human edits
+
+None — committed as generated.

ai/prompt-io/claude/20260610T170859Z_75cefe10_prompt_io.raw.md

@@ -0,0 +1,46 @@
+---
+model: claude-fable-5[1m]
+service: claude
+timestamp: 2026-06-10T17:08:59Z
+git_ref: datad_service
+diff_cmd: git log -1 -p --follow -- ai/prompt-io/claude/20260610T170859Z_75cefe10_prompt_io.md
+---
+
+NOTE: diff-ref mode entry (code committed in the same
+commit as this log); backfilled from the live dev
+session transcript per the `/prompt-io` skill rules.
+
+> `git log -1 -p --follow -- piker/config.py`
+
+Generated: `config._maybe_use_test_dir()` — lazily
+reads `piker_test_dir` from
+`tractor.runtime._state._runtime_vars['piker_vars']`
+(pre-loaded by `open_piker_runtime()` from the
+`tests.conftest._open_test_pikerd()` overrides) and
+calls `_override_config_dir()` when set. Hooked at the
+top of `get_conf_dir()`; `get_conf_path()` and
+`load()`'s dir-creation rerouted through
+`get_conf_dir()`.
+
+> `git log -1 -p --follow -- piker/accounting/_ledger.py`
+> `git log -1 -p --follow -- piker/accounting/_pos.py`
+
+Generated: ledger/account dir derivation switched from
+the `config._config_dir` module global to
+`config.get_conf_dir()` + `mkdir(parents=True,
+exist_ok=True)` for nested tmp-dir creation.
+
+Key diagnostic reasoning (verbatim from session):
+
+The old (commented-out) `get_app_dir()` override gated
+on `'pytest' in sys.modules` which can NEVER work in
+spawned subactors (fresh procs, no pytest import); as
+a result test `paperboi`/daemon actors were writing
+into the user's REAL `~/.config/piker/accounting/`
+files. Evidence: `account.kraken.paper.toml` gained a
+single 0.001 xbtusdt clear stamped 2026-06-09T18:47Z
+(a test fill), and `trades_kraken_paper.toml` (252B)
+contained only that fill. The resolution must be
+checked lazily at config-path access time (NOT import
+time) since sub-actors only receive runtime-vars once
+their `tractor` runtime has fully booted.

ai/prompt-io/claude/20260610T171022Z_4485f2b9_prompt_io.md

@@ -0,0 +1,53 @@
+---
+model: claude-fable-5[1m]
+service: claude
+session: 32d15f9a-b2d3-4c26-bdc9-190219141a25
+timestamp: 2026-06-10T17:10:22Z
+git_ref: datad_service
+diff_cmd: git log -1 -p --follow -- ai/prompt-io/claude/20260610T171022Z_4485f2b9_prompt_io.md
+scope: code
+substantive: true
+raw_file: 20260610T171022Z_4485f2b9_prompt_io.raw.md
+---
+
+## Prompt
+
+Same session-initiating `brokerd`-split instruction (see
+`20260610T170859Z_75cefe10_prompt_io.md`). Proximate
+driver: the approved plan's per-stage test gates could
+not run AT ALL — the branch base was broken vs.
+`tractor` git `main` (`AttributeError: 'tuple' object
+has no attribute 'unwrap'` at `pikerd` boot, stale
+`arbiter_sockaddr`/`.type`/`.size` API refs). The agent
+fixed forward autonomously to (re)establish the gate
+baseline, continuing the `repair_tests` branch lineage
+(verified already merged in ancestry via `git cherry`
+during a user-requested branch-overlap survey).
+
+## Response summary
+
+Port the service layer + test suites to current
+`tractor` APIs: addr-type normalization in
+`open_pikerd()`, `query_actor()`/`wait_for_actor()`
+kwarg renames, modern self-cancel absorption semantics
+in the cancel-method test harness, exc/position attr
+renames, a paper-EMS startup-budget bump and a syntax
+fix in `.deribit.api`.
+
+## Files changed
+
+- `piker/service/_actor_runtime.py` — `wrap_address()`
+  normalize before `.unwrap()` in `open_pikerd()`
+- `piker/service/_registry.py` — `check_for_service()`
+  -> `query_actor(regaddr=)` + 2-tuple yield +
+  `open_registry(addrs=)`
+- `piker/brokers/deribit/api.py` — missing comma in
+  `tractor.trionics` import tuple
+- `tests/test_services.py` — `registry_addr=` kwarg,
+  raddr unwraps, cancel-semantics harness rewrite,
+  `fail_after` 9 -> 19s
+- `tests/test_ems.py` — `.boxed_type`, `pp.cumsize`
+
+## Human edits
+
+None — committed as generated.

ai/prompt-io/claude/20260610T171022Z_4485f2b9_prompt_io.raw.md

@@ -0,0 +1,56 @@
+---
+model: claude-fable-5[1m]
+service: claude
+timestamp: 2026-06-10T17:10:22Z
+git_ref: datad_service
+diff_cmd: git log -1 -p --follow -- ai/prompt-io/claude/20260610T171022Z_4485f2b9_prompt_io.md
+---
+
+NOTE: diff-ref mode entry (code committed in the same
+commit as this log); backfilled from the live dev
+session transcript per the `/prompt-io` skill rules.
+
+> `git log -1 -p --follow -- piker/service/_actor_runtime.py`
+
+Generated: normalize each registry addr via
+`tractor.discovery._addr.wrap_address()` before
+`.unwrap()`-ing for the `accept_addrs` bind check —
+entries may be raw `tuple`s when passed in from (test)
+client code. Import-path precedent taken from
+`piker/cli/__init__.py:336`.
+
+> `git log -1 -p --follow -- piker/service/_registry.py`
+
+Generated: `check_for_service()` ported to
+`tractor.query_actor(name, regaddr=...)` (kwarg was
+`arbiter_sockaddr=`), unpacking the new
+`(sockaddr, portal)` yield, and passing the
+now-required `open_registry(addrs=Registry.addrs)`.
+
+> `git log -1 -p --follow -- tests/test_services.py`
+> `git log -1 -p --follow -- tests/test_ems.py`
+> `git log -1 -p --follow -- piker/brokers/deribit/api.py`
+
+Key diagnostic reasoning (verbatim from session):
+
+- the "DID NOT RAISE ContextCancelled" failure: in this
+  test the client actor IS pikerd (in-proc), and
+  current `tractor` main absorbs a `ContextCancelled`
+  whose canceller is your own actor — self-requested
+  cancels now exit cleanly instead of raising; the
+  'sigint' variant propagates a bare collapsed
+  `KeyboardInterrupt` rather than a
+  `BaseExceptionGroup`.
+- the hard-coded `trio.fail_after(9)` startup budget is
+  marginal — full stack boot (pikerd -> emsd ->
+  brokerd.kraken -> paperboi + live kraken symbology
+  fetch) occasionally exceeds 9s -> bumped to 19s.
+- `RemoteActorError.type` -> `.boxed_type`;
+  `Position.size` -> `.cumsize` (the paper engine
+  populates `BrokerdPosition.size` from `pp.cumsize`).
+- overlap survey (user-requested): all of the
+  `repair_tests` branch commits are already in this
+  stack's ancestry; this commit finishes that branch's
+  port mission (its f4c4f1e2 fixed `conftest.py`'s
+  `arbiter_sockaddr` usage; this fixes the remaining
+  `test_services.py` + `check_for_service()` sites).

ai/prompt-io/claude/20260610T171105Z_bc6e18d7_prompt_io.md

@@ -0,0 +1,54 @@
+---
+model: claude-fable-5[1m]
+service: claude
+session: 32d15f9a-b2d3-4c26-bdc9-190219141a25
+timestamp: 2026-06-10T17:11:05Z
+git_ref: datad_service
+diff_cmd: git log -1 -p --follow -- ai/prompt-io/claude/20260610T171105Z_bc6e18d7_prompt_io.md
+scope: code
+substantive: true
+raw_file: 20260610T171105Z_bc6e18d7_prompt_io.raw.md
+---
+
+## Prompt
+
+Same session-initiating `brokerd`-split instruction (see
+`20260610T170859Z_75cefe10_prompt_io.md`); this is the
+approved plan's "stage 0" prep. Plan-shaping user
+decisions captured via in-session Q&A:
+
+- `datad.<broker>` topology: sibling of
+  `brokerd.<broker>` under `pikerd` (vs. child
+  subactor).
+- migration: hard cutover, staged by layer (no
+  dual-mode runtime flag).
+- post-split `brokerd` scope: trading-only +
+  EMS-lazy-spawned (charts/CLI never touch it).
+
+## Response summary
+
+Declare per-daemon-kind backend submod groups
+(`_datad_mods`/`_brokerd_mods`) in the split-style
+backends, keyed to the pre-existing
+`piker.data.validate._eps` contract; add a
+`validate.get_eps()` introspection helper; ws-import
+hygiene in `.kraken.broker`. Zero behavior change
+(`__enable_modules__` unions unchanged).
+
+## Files changed
+
+- `piker/data/validate.py` — add `get_eps()`
+- `piker/brokers/kraken/__init__.py` — mod groups
+- `piker/brokers/binance/__init__.py` — mod groups
+  (note: no `symbols.py`; search eps live in `.feed`)
+- `piker/brokers/deribit/__init__.py` — datad-only
+  groups (no `broker.py` yet)
+- `piker/brokers/ib/__init__.py` — add `'api'` to the
+  pre-existing `_datad_mods`
+- `piker/brokers/kraken/broker.py` — import
+  `NoBsWs`/`open_autorecon_ws` from
+  `piker.data._web_bs` directly
+
+## Human edits
+
+None — committed as generated.

ai/prompt-io/claude/20260610T171105Z_bc6e18d7_prompt_io.raw.md

@@ -0,0 +1,46 @@
+---
+model: claude-fable-5[1m]
+service: claude
+timestamp: 2026-06-10T17:11:05Z
+git_ref: datad_service
+diff_cmd: git log -1 -p --follow -- ai/prompt-io/claude/20260610T171105Z_bc6e18d7_prompt_io.md
+---
+
+NOTE: diff-ref mode entry (code committed in the same
+commit as this log); backfilled from the live dev
+session transcript per the `/prompt-io` skill rules.
+
+> `git log -1 -p --follow -- piker/data/validate.py`
+
+Generated: `get_eps(mod, kind) -> dict[str, Callable]`
+returning the daemon-kind's ep funcs defined by a
+backend mod, keyed by ep name, missing eps excluded;
+sourced from the existing `_eps` grouping table
+(`'middleware' | 'datad' | 'brokerd'`).
+
+> `git log -1 -p --follow -- piker/brokers/kraken/__init__.py`
+> `git log -1 -p --follow -- piker/brokers/binance/__init__.py`
+> `git log -1 -p --follow -- piker/brokers/deribit/__init__.py`
+> `git log -1 -p --follow -- piker/brokers/ib/__init__.py`
+> `git log -1 -p --follow -- piker/brokers/kraken/broker.py`
+
+Key exploration findings driving the design (from the
+planning phase, 3 parallel explore agents + 1 architect
+agent):
+
+- the codebase already anticipated this split:
+  `validate._eps` groups eps into 'datad' vs 'brokerd'
+  kinds and `ib/__init__.py` already declared
+  `_brokerd_mods`/`_datad_mods`; `brokers/_daemon.py`
+  carried the literal TODO "rename the daemon to datad
+  prolly once we split up broker vs. data tasks into
+  separate actors?".
+- the feared kraken feed<->broker "shared ws state"
+  hazard is mild: `NoBsWs`/`open_autorecon_ws`
+  originate in `piker.data._web_bs` (re-exported via
+  `.kraken.feed`); only `stream_messages` is feed-local
+  and it's a pure parser — in-process imports only,
+  each actor opens its own ws conn.
+- `enable_modules` gates RPC entry, NOT python imports,
+  so backend trading mods may keep importing feed-side
+  helpers in-process post-split.

ai/prompt-io/claude/20260610T171142Z_119d2c04_prompt_io.md

@@ -0,0 +1,47 @@
+---
+model: claude-fable-5[1m]
+service: claude
+session: 32d15f9a-b2d3-4c26-bdc9-190219141a25
+timestamp: 2026-06-10T17:11:42Z
+git_ref: datad_service
+diff_cmd: git log -1 -p --follow -- ai/prompt-io/claude/20260610T171142Z_119d2c04_prompt_io.md
+scope: code
+substantive: true
+raw_file: 20260610T171142Z_119d2c04_prompt_io.raw.md
+---
+
+## Prompt
+
+Same session-initiating `brokerd`-split instruction (see
+`20260610T170859Z_75cefe10_prompt_io.md`); this is the
+approved plan's "stage 1": introduce the `datad` daemon
+machinery additively (nothing routes through it yet).
+User-decided constraint applied: `datad.<broker>` is a
+SIBLING of `brokerd.<broker>` under `pikerd`, spawned
+via the existing `Services` + `maybe_spawn_daemon()`
+machinery.
+
+## Response summary
+
+New `piker/data/_daemon.py` hosting the
+`datad.<broker>` feed-only daemon-actor: lifetime
+fixture owning the actor-global `_FeedsBus`, init/spawn
+fns mirroring `.brokers._daemon` conventions and the
+`samplerd` sub-daemon precedent, plus root-mod
+registration, `piker.service` re-exports and a spawn
+test.
+
+## Files changed
+
+- `piker/data/_daemon.py` — NEW:
+  `_setup_persistent_datad()`, `datad_init()`,
+  `spawn_datad()`, `maybe_spawn_datad()`,
+  `_datad_service_mods`
+- `piker/service/_actor_runtime.py` — add
+  `piker.data._daemon` to `_root_modules`
+- `piker/service/__init__.py` — re-export spawn eps
+- `tests/test_services.py` — add `test_datad_spawn`
+
+## Human edits
+
+None — committed as generated.

ai/prompt-io/claude/20260610T171142Z_119d2c04_prompt_io.raw.md

@@ -0,0 +1,60 @@
+---
+model: claude-fable-5[1m]
+service: claude
+timestamp: 2026-06-10T17:11:42Z
+git_ref: datad_service
+diff_cmd: git log -1 -p --follow -- ai/prompt-io/claude/20260610T171142Z_119d2c04_prompt_io.md
+---
+
+NOTE: diff-ref mode entry (code committed in the same
+commit as this log); backfilled from the live dev
+session transcript per the `/prompt-io` skill rules.
+
+> `git log -1 -p --follow -- piker/data/_daemon.py`
+
+Generated symbols + key design decisions:
+
+- `_datad_service_mods: list[str]` — datad-always
+  enabled mods, the data-side successor to the old
+  `piker.brokers._daemon._data_mods` set; kept minimal
+  per the caps-sec model.
+- `_setup_persistent_datad()` — `@tractor.context`
+  lifetime fixture: console-log setup then allocates
+  the actor-global feed bus via
+  `feed.get_feed_bus(brokername, service_nursery)`
+  exactly as the old brokerd fixture did, pinned open
+  with `ctx.started()` + `sleep_forever()`.
+- `datad_init()` — actor name `f'datad.{brokername}'`;
+  copies backend `_spawn_kwargs` (CRITICAL for `ib`'s
+  `infect_asyncio=True`); builds `enable_modules` from
+  `getattr(brokermod, '_datad_mods',
+  getattr(brokermod, '__enable_modules__', []))` as
+  the flat-backend fallback.
+- `spawn_datad()` — `Services.actor_n.start_actor()` +
+  `Services.start_service_task()` exactly mirroring
+  `spawn_brokerd()`; dedup-composes enable mods via
+  `list(dict.fromkeys(...))`.
+- `maybe_spawn_datad()` — wraps `maybe_spawn_daemon(
+  service_name=f'datad.{brokername}', ...)`.
+
+> `git log -1 -p --follow -- piker/service/_actor_runtime.py`
+> `git log -1 -p --follow -- piker/service/__init__.py`
+> `git log -1 -p --follow -- tests/test_services.py`
+
+Design rationale (verbatim from session):
+
+- `_root_modules` must gain `piker.data._daemon` so
+  `pikerd_portal.run(spawn_datad, ...)` resolves in
+  the root.
+- the `Services`-based impl style deliberately mirrors
+  `spawn_brokerd()` so the eventual `tractor.hilevel`
+  `ServiceMngr` port (see the `service_mng_to_tractor`
+  branch's d8c21d44 prep, surfaced by the
+  user-requested branch-overlap survey) lands
+  symmetrically on both spawn fns.
+- mod placement (`piker/data/_daemon.py` vs.
+  generalizing `piker.brokers._daemon`) follows the
+  per-subsystem daemon-mod convention
+  (`.clearing._ems`, `.data._sampling`) and resolves
+  the existing TODO at `brokers/_daemon.py:49` ("move
+  this def to the `.data` subpkg").

ai/prompt-io/claude/20260610T171226Z_64181219_prompt_io.md

@@ -0,0 +1,47 @@
+---
+model: claude-fable-5[1m]
+service: claude
+session: 32d15f9a-b2d3-4c26-bdc9-190219141a25
+timestamp: 2026-06-10T17:12:26Z
+git_ref: datad_service
+diff_cmd: git log -1 -p --follow -- ai/prompt-io/claude/20260610T171226Z_64181219_prompt_io.md
+scope: code
+substantive: true
+raw_file: 20260610T171226Z_64181219_prompt_io.raw.md
+---
+
+## Prompt
+
+Same session-initiating `brokerd`-split instruction (see
+`20260610T170859Z_75cefe10_prompt_io.md`); this is the
+approved plan's "stage 2": decouple the clearing layer
+from `feed.portals` BEFORE the feed cutover so live
+trading works at every stage boundary. User-decided
+constraint applied: post-split `brokerd` is
+trading-only and spawned LAZILY only by `emsd`'s
+`open_brokerd_dialog()` path.
+
+## Response summary
+
+Kill the single coupling forcing feed + trading eps
+into one actor (`Router.open_trade_relays()` pulling
+its trades portal from `feed.portals[brokermod]`):
+`open_brokerd_dialog()` now (maybe) spawns/finds
+`brokerd.<broker>` itself and ONLY when a live
+trades-ep will actually open; paper mode never touches
+it. Pre-cutover this is a pure refactor (registry
+lookup finds the same feed-spawned daemon).
+
+## Files changed
+
+- `piker/clearing/_ems.py` — `open_brokerd_dialog()`
+  re-sig + inner `acquire_live_portal()`;
+  `Router.maybe_open_brokerd_dialog()` drops `portal`
+  param; `open_trade_relays()` drops the
+  `feed.portals` lookup
+- `piker/accounting/cli.py` — keyword-form `portal=`
+  override kept for the `piker ledger` ad-hoc actor
+
+## Human edits
+
+None — committed as generated.

ai/prompt-io/claude/20260610T171226Z_64181219_prompt_io.raw.md

@@ -0,0 +1,43 @@
+---
+model: claude-fable-5[1m]
+service: claude
+timestamp: 2026-06-10T17:12:26Z
+git_ref: datad_service
+diff_cmd: git log -1 -p --follow -- ai/prompt-io/claude/20260610T171226Z_64181219_prompt_io.md
+---
+
+NOTE: diff-ref mode entry (code committed in the same
+commit as this log); backfilled from the live dev
+session transcript per the `/prompt-io` skill rules.
+
+> `git log -1 -p --follow -- piker/clearing/_ems.py`
+
+Generated: new `open_brokerd_dialog()` signature
+`(brokermod, exec_mode, fqme=None, portal=None,
+loglevel=None)` with an inner `@acm
+acquire_live_portal()` that yields the caller-provided
+`portal` override (the `piker ledger` path) else
+`maybe_spawn_brokerd(brokermod.name)` — designated THE
+one place a live, credentialed `brokerd.<broker>` gets
+booted post-split. The eager
+`portal.open_context(trades_endpoint, ...)`
+construction moved inside that block so the paper
+short-circuit never acquires a live portal.
+
+> `git log -1 -p --follow -- piker/accounting/cli.py`
+
+Key analysis (verbatim from session):
+
+- `feed.portals` had exactly ONE trading consumer:
+  `piker/clearing/_ems.py:671` (`portal =
+  feed.portals[brokermod]`) — the single coupling
+  forcing feed + trading into one actor.
+- `piker ledger` (`accounting/cli.py:100-157`) is a
+  hidden consumer: it calls `broker_init()` directly,
+  spawns its own ad-hoc actor and passes the portal
+  positionally — the new signature must keep an
+  explicit `portal:` override param for this path.
+- stage sequencing: clearing decouple lands BEFORE the
+  feed cutover, otherwise `feed.portals` would hand
+  emsd a `datad` portal and live `open_trade_dialog`
+  RPC would fail.

ai/prompt-io/claude/20260610T171259Z_59d5d9a6_prompt_io.md

@@ -0,0 +1,48 @@
+---
+model: claude-fable-5[1m]
+service: claude
+session: 32d15f9a-b2d3-4c26-bdc9-190219141a25
+timestamp: 2026-06-10T17:12:59Z
+git_ref: datad_service
+diff_cmd: git log -1 -p --follow -- ai/prompt-io/claude/20260610T171259Z_59d5d9a6_prompt_io.md
+scope: code
+substantive: true
+raw_file: 20260610T171259Z_59d5d9a6_prompt_io.raw.md
+---
+
+## Prompt
+
+Same session-initiating `brokerd`-split instruction (see
+`20260610T170859Z_75cefe10_prompt_io.md`); this is the
+approved plan's "stage 3": the feed-layer hard cutover
+(user-decided: no dual-mode runtime flag, each stage
+lands fully working).
+
+## Response summary
+
+The topology flip: all data-feed consumers route to
+`datad.<broker>`; the `brokerd` lifetime fixture slims
+to trading-only; UI/CLI data-flavoured spawn sites
+repointed; test expectations inverted incl. an explicit
+negative assert that paper sessions spawn NO
+`brokerd.<broker>`.
+
+## Files changed
+
+- `piker/data/feed.py` — `open_feed()` ->
+  `maybe_spawn_datad()`; `open_feed_bus()` actor-name
+  assert -> `'datad'`; `install_brokerd_search` ->
+  `install_datad_search`; comment sweep
+- `piker/brokers/_daemon.py` —
+  `_setup_persistent_brokerd()` slimmed (feed-bus
+  alloc moved to the datad fixture)
+- `piker/ui/_app.py`, `piker/ui/cli.py`,
+  `piker/brokers/core.py`, `piker/brokers/cli.py`,
+  `piker/ui/kivy/option_chain.py` — spawn-site
+  repoints
+- `tests/test_services.py` — datad assertions + the
+  no-`brokerd.kraken` negative check
+
+## Human edits
+
+None — committed as generated.

ai/prompt-io/claude/20260610T171259Z_59d5d9a6_prompt_io.raw.md

@@ -0,0 +1,54 @@
+---
+model: claude-fable-5[1m]
+service: claude
+timestamp: 2026-06-10T17:12:59Z
+git_ref: datad_service
+diff_cmd: git log -1 -p --follow -- ai/prompt-io/claude/20260610T171259Z_59d5d9a6_prompt_io.md
+---
+
+NOTE: diff-ref mode entry (code committed in the same
+commit as this log); backfilled from the live dev
+session transcript per the `/prompt-io` skill rules.
+
+> `git log -1 -p --follow -- piker/data/feed.py`
+
+Generated: `open_feed()` spawn cutover with the
+`maybe_spawn_datad` import done "relative-direct" from
+`._daemon` — NOT via `piker.service` — to dodge a
+partial-init cycle: when `piker.data.feed` loads as
+part of `piker.service.__init__` executing its own
+`piker.data._daemon` import, the service pkg is
+mid-init and its `maybe_spawn_datad` binding does not
+exist yet. The `open_feed_bus()` local-state sanity
+assert flips `'brokerd' in servicename` ->
+`'datad' in servicename` (the only actor-name assert
+in the tree, verified by grep).
+
+> `git log -1 -p --follow -- piker/brokers/_daemon.py`
+
+Generated: `_setup_persistent_brokerd()` slimmed to
+console-log setup + pinned-open ctx; drops the bus
+alloc, the `assert not feed._bus`, the service nursery
+(backend `open_trade_dialog()` ctxs own their task
+trees) and the `eg.ExceptionGroup` handler. The
+`piker ledger` ad-hoc actor enters this same slimmed
+fixture — exactly what it needs.
+
+> `git log -1 -p --follow -- piker/ui/_app.py`
+> `git log -1 -p --follow -- piker/ui/cli.py`
+> `git log -1 -p --follow -- piker/brokers/core.py`
+> `git log -1 -p --follow -- piker/brokers/cli.py`
+> `git log -1 -p --follow -- piker/ui/kivy/option_chain.py`
+> `git log -1 -p --follow -- tests/test_services.py`
+
+Verification (from session): per-suite gates green at
+this commit (services 5-passed incl. the new negative
+assert, feeds 3-passed); a headless live smoke
+(`maybe_open_pikerd` + `open_feed(['xbtusdt.kraken'])`
+on an alt registry port) confirmed quotes flowing via
+`datad.kraken` + `samplerd` with `check_for_service(
+'brokerd.kraken') is None`. Known pre-existing flake
+documented: `test_multi_fill_positions`' second
+in-proc runtime boot wedges ~50% (zombie subactor w/
+unread parent-IPC bytes); reproduced with the split
+fully reverted so NOT a regression of this work.

ai/prompt-io/claude/20260610T171344Z_eee19de0_prompt_io.md

@@ -0,0 +1,43 @@
+---
+model: claude-fable-5[1m]
+service: claude
+session: 32d15f9a-b2d3-4c26-bdc9-190219141a25
+timestamp: 2026-06-10T17:13:44Z
+git_ref: datad_service
+diff_cmd: git log -1 -p --follow -- ai/prompt-io/claude/20260610T171344Z_eee19de0_prompt_io.md
+scope: code
+substantive: true
+raw_file: 20260610T171344Z_eee19de0_prompt_io.raw.md
+---
+
+## Prompt
+
+Same session-initiating `brokerd`-split instruction (see
+`20260610T170859Z_75cefe10_prompt_io.md`); this is the
+approved plan's final "stage 4": caps-sec slimming of
+the (live, credentialed) trading actor + the `ib`
+dual-daemon `client_id` collision mitigation flagged in
+the plan's risk register.
+
+## Response summary
+
+`brokerd` loses ALL `piker.data.*` (feed) RPC mods;
+spawn fails fast for datad-only backends with a "use
+paper-mode" error; `ib`'s default api-gw `client_id`
+gets a per-daemon-kind offset so `datad.ib` +
+`brokerd.ib` don't collide on connect.
+
+## Files changed
+
+- `piker/brokers/_daemon.py` — `_data_mods` -> minimal
+  `_brokerd_service_mods`; `broker_init()` reads
+  `_brokerd_mods` (fallback `__enable_modules__`);
+  `spawn_brokerd()` fail-fast via `validate.get_eps()`
+- `piker/brokers/ib/api.py` — role-based `client_id`
+  offset in `load_aio_clients()`
+- `piker/cli/__init__.py` — resolved "expose datad"
+  TODO
+
+## Human edits
+
+None — committed as generated.

ai/prompt-io/claude/20260610T171344Z_eee19de0_prompt_io.raw.md

@@ -0,0 +1,41 @@
+---
+model: claude-fable-5[1m]
+service: claude
+timestamp: 2026-06-10T17:13:44Z
+git_ref: datad_service
+diff_cmd: git log -1 -p --follow -- ai/prompt-io/claude/20260610T171344Z_eee19de0_prompt_io.md
+---
+
+NOTE: diff-ref mode entry (code committed in the same
+commit as this log); backfilled from the live dev
+session transcript per the `/prompt-io` skill rules.
+
+> `git log -1 -p --follow -- piker/brokers/_daemon.py`
+
+Generated: the fail-fast originally landed in
+`broker_init()` but was relocated to `spawn_brokerd()`
+mid-implementation after realizing `piker ledger`
+calls `broker_init()` directly even for paper accounts
+on datad-only backends (would have crashed the cli);
+the service-spawn path is the correct enforcement
+seam. Error text:
+
+  Backend 'kucoin' offers NO `brokerd` (live
+  order-control) eps!? It is likely a datad-only
+  provider, use paper-mode for clearing instead.
+
+(verified live via a `trio.run()` unit check.)
+
+> `git log -1 -p --follow -- piker/brokers/ib/api.py`
+
+Generated: in `load_aio_clients()`, when `client_id`
+is the 6116 default: `datad`-named actors offset +16
+(disjoint from `brokerd`'s linear `client_id + i`
+retry range), other non-`brokerd` (ad-hoc test/cli)
+actors +32. Rationale from the plan's risk register:
+post-split BOTH per-broker daemons connect to the same
+TWS/gw endpoint; a shared default id collides and
+burns up to `connect_timeout * retries` (90s) in
+retry cycles.
+
+> `git log -1 -p --follow -- piker/cli/__init__.py`

ai/prompt-io/claude/README.md

@@ -0,0 +1,34 @@
+# AI Prompt I/O Log — claude
+
+This directory tracks prompt inputs and model
+outputs for AI-assisted development using
+`claude` (claude-code CLI).
+
+## Policy
+
+Prompt logging follows the
+[NLNet generative AI policy][nlnet-ai].
+All substantive AI contributions are logged
+with:
+- Model name and version
+- Timestamps
+- The prompts that produced the output
+- Unedited model output (`.raw.md` files)
+
+[nlnet-ai]: https://nlnet.nl/foundation/policies/generativeAI/
+
+## Usage
+
+Entries are created by the `/prompt-io` skill
+or automatically via `/commit-msg` integration.
+
+Each commit carrying AI-generated changes links
+to its provenance entry via a `Prompt-IO:`
+commit-msg trailer; entries use "diff-ref mode"
+(pointers into `git log -p` instead of verbatim
+code copies) to avoid duplicating committed
+code.
+
+Human contributors remain accountable for all
+code decisions. AI-generated content is never
+presented as human-authored work.