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.

README.rst

@@ -93,13 +93,13 @@ bc why install with `python` when you can faster with `rust` ::
     # ^ astral's docs,
     # https://docs.astral.sh/uv/concepts/projects/sync/
 
-include all GUIs (ex. for charting)::
+include all GUIs ::
 
     uv sync --extra uis
 
-AND with all our hacking tools and WIP integrations::
+AND with all our hacking tools::
 
-    uv sync --dev --all-extras 
+    uv sync --dev --extra uis
 
 
 Ensure you can run the root-daemon::
@@ -107,21 +107,13 @@ Ensure you can run the root-daemon::
     uv run pikerd [-l info --pdb]
 
 
-install on nix(os)
-******************
+hacky install on nixos
+**********************
 ``NixOS`` is our core devs' distro of choice for which we offer
-a stringently defined development shell envoirment that can currently
-be applied in one of 2 ways::
+a stringently defined development shell envoirment that can be loaded with::
 
-    # ONLY if running on X11
     nix-shell default.nix
 
-Or if you prefer flakes style and a modern DE::
-
-    # ONLY if also running on Wayland
-    nix develop  # for default bash
-    nix develop -c uv run xonsh  # for @goodboy's preferred sh B)
-
 
 start a chart
 *************

default.nix

@@ -11,12 +11,11 @@ let
   libxkbcommonStorePath = lib.getLib libxkbcommon;
   xcbutilcursorStorePath = lib.getLib xcb-util-cursor;
 
-  pypkgs = python313Packages;
-  qtpyStorePath = lib.getLib pypkgs.qtpy;
-  pyqt6StorePath = lib.getLib pypkgs.pyqt6;
-  pyqt6SipStorePath = lib.getLib pypkgs.pyqt6-sip;
-  rapidfuzzStorePath = lib.getLib pypkgs.rapidfuzz;
-  qdarkstyleStorePath = lib.getLib pypkgs.qdarkstyle;
+  qtpyStorePath = lib.getLib python312Packages.qtpy;
+  pyqt6StorePath = lib.getLib python312Packages.pyqt6;
+  pyqt6SipStorePath = lib.getLib python312Packages.pyqt6-sip;
+  rapidfuzzStorePath = lib.getLib python312Packages.rapidfuzz;
+  qdarkstyleStorePath = lib.getLib python312Packages.qdarkstyle;
 
   xorgLibX11StorePath = lib.getLib xorg.libX11;
   xorgLibxcbStorePath = lib.getLib xorg.libxcb;
@@ -52,12 +51,12 @@ stdenv.mkDerivation {
     xorg.xcbutilrenderutil
 
     # Python requirements.
-    python313
-    uv
-    pypkgs.qdarkstyle
-    pypkgs.rapidfuzz
-    pypkgs.pyqt6
-    pypkgs.qtpy
+    python312Full
+    python312Packages.uv
+    python312Packages.qdarkstyle
+    python312Packages.rapidfuzz
+    python312Packages.pyqt6
+    python312Packages.qtpy
   ];
   src = null;
   shellHook = ''
@@ -114,11 +113,11 @@ stdenv.mkDerivation {
 
     export LD_LIBRARY_PATH
 
-    RPDFUZZ_PATH="${rapidfuzzStorePath}/lib/python3.13/site-packages"
-    QDRKSTYLE_PATH="${qdarkstyleStorePath}/lib/python3.13/site-packages"
-    QTPY_PATH="${qtpyStorePath}/lib/python3.13/site-packages"
-    PYQT6_PATH="${pyqt6StorePath}/lib/python3.13/site-packages"
-    PYQT6_SIP_PATH="${pyqt6SipStorePath}/lib/python3.13/site-packages"
+    RPDFUZZ_PATH="${rapidfuzzStorePath}/lib/python3.12/site-packages"
+    QDRKSTYLE_PATH="${qdarkstyleStorePath}/lib/python3.12/site-packages"
+    QTPY_PATH="${qtpyStorePath}/lib/python3.12/site-packages"
+    PYQT6_PATH="${pyqt6StorePath}/lib/python3.12/site-packages"
+    PYQT6_SIP_PATH="${pyqt6SipStorePath}/lib/python3.12/site-packages"
 
     PATCH="$PATCH:$RPDFUZZ_PATH"
     PATCH="$PATCH:$QDRKSTYLE_PATH"
@@ -128,8 +127,8 @@ stdenv.mkDerivation {
 
     export PATCH
 
-    # install all dev and extras
-    uv sync --dev --all-extras
+    # Install deps
+    uv lock
 
   '';
 }

flake.lock

@@ -1,24 +1,135 @@
 {
   "nodes": {
-    "nixpkgs": {
+    "flake-utils": {
+      "inputs": {
+        "systems": "systems"
+      },
       "locked": {
-        "lastModified": 1765779637,
-        "narHash": "sha256-KJ2wa/BLSrTqDjbfyNx70ov/HdgNBCBBSQP3BIzKnv4=",
-        "owner": "nixos",
-        "repo": "nixpkgs",
-        "rev": "1306659b587dc277866c7b69eb97e5f07864d8c4",
+        "lastModified": 1689068808,
+        "narHash": "sha256-6ixXo3wt24N/melDWjq70UuHQLxGV8jZvooRanIHXw0=",
+        "owner": "numtide",
+        "repo": "flake-utils",
+        "rev": "919d646de7be200f3bf08cb76ae1f09402b6f9b4",
         "type": "github"
       },
       "original": {
-        "owner": "nixos",
+        "owner": "numtide",
+        "repo": "flake-utils",
+        "type": "github"
+      }
+    },
+    "flake-utils_2": {
+      "inputs": {
+        "systems": "systems_2"
+      },
+      "locked": {
+        "lastModified": 1689068808,
+        "narHash": "sha256-6ixXo3wt24N/melDWjq70UuHQLxGV8jZvooRanIHXw0=",
+        "owner": "numtide",
+        "repo": "flake-utils",
+        "rev": "919d646de7be200f3bf08cb76ae1f09402b6f9b4",
+        "type": "github"
+      },
+      "original": {
+        "owner": "numtide",
+        "repo": "flake-utils",
+        "type": "github"
+      }
+    },
+    "nix-github-actions": {
+      "inputs": {
+        "nixpkgs": [
+          "poetry2nix",
+          "nixpkgs"
+        ]
+      },
+      "locked": {
+        "lastModified": 1688870561,
+        "narHash": "sha256-4UYkifnPEw1nAzqqPOTL2MvWtm3sNGw1UTYTalkTcGY=",
+        "owner": "nix-community",
+        "repo": "nix-github-actions",
+        "rev": "165b1650b753316aa7f1787f3005a8d2da0f5301",
+        "type": "github"
+      },
+      "original": {
+        "owner": "nix-community",
+        "repo": "nix-github-actions",
+        "type": "github"
+      }
+    },
+    "nixpkgs": {
+      "locked": {
+        "lastModified": 1692174805,
+        "narHash": "sha256-xmNPFDi/AUMIxwgOH/IVom55Dks34u1g7sFKKebxUm0=",
+        "owner": "NixOS",
+        "repo": "nixpkgs",
+        "rev": "caac0eb6bdcad0b32cb2522e03e4002c8975c62e",
+        "type": "github"
+      },
+      "original": {
+        "owner": "NixOS",
         "ref": "nixos-unstable",
         "repo": "nixpkgs",
         "type": "github"
       }
     },
+    "poetry2nix": {
+      "inputs": {
+        "flake-utils": "flake-utils_2",
+        "nix-github-actions": "nix-github-actions",
+        "nixpkgs": [
+          "nixpkgs"
+        ]
+      },
+      "locked": {
+        "lastModified": 1692048894,
+        "narHash": "sha256-cDw03rso2V4CDc3Mll0cHN+ztzysAvdI8pJ7ybbz714=",
+        "ref": "refs/heads/pyqt6",
+        "rev": "b059ad4c3051f45d6c912e17747aae37a9ec1544",
+        "revCount": 2276,
+        "type": "git",
+        "url": "file:///home/lord_fomo/repos/poetry2nix"
+      },
+      "original": {
+        "type": "git",
+        "url": "file:///home/lord_fomo/repos/poetry2nix"
+      }
+    },
     "root": {
       "inputs": {
-        "nixpkgs": "nixpkgs"
+        "flake-utils": "flake-utils",
+        "nixpkgs": "nixpkgs",
+        "poetry2nix": "poetry2nix"
+      }
+    },
+    "systems": {
+      "locked": {
+        "lastModified": 1681028828,
+        "narHash": "sha256-Vy1rq5AaRuLzOxct8nz4T6wlgyUR7zLU309k9mBC768=",
+        "owner": "nix-systems",
+        "repo": "default",
+        "rev": "da67096a3b9bf56a91d16901293e51ba5b49a27e",
+        "type": "github"
+      },
+      "original": {
+        "owner": "nix-systems",
+        "repo": "default",
+        "type": "github"
+      }
+    },
+    "systems_2": {
+      "locked": {
+        "lastModified": 1681028828,
+        "narHash": "sha256-Vy1rq5AaRuLzOxct8nz4T6wlgyUR7zLU309k9mBC768=",
+        "owner": "nix-systems",
+        "repo": "default",
+        "rev": "da67096a3b9bf56a91d16901293e51ba5b49a27e",
+        "type": "github"
+      },
+      "original": {
+        "owner": "nix-systems",
+        "repo": "default",
+        "type": "github"
       }
     }
   },

flake.nix

@@ -1,103 +1,180 @@
-# An "impure" template thx to `pyproject.nix`,
-# https://pyproject-nix.github.io/pyproject.nix/templates.html#impure
-# https://github.com/pyproject-nix/pyproject.nix/blob/master/templates/impure/flake.nix
-{
-  description = "An impure `piker` overlay using `uv` with Nix(OS)";
+# NOTE: to convert to a poetry2nix env like this here are the
+# steps:
+# - install poetry in your system nix config
+# - convert the repo to use poetry using `poetry init`:
+#   https://python-poetry.org/docs/basic-usage/#initialising-a-pre-existing-project
+# - then manually ensuring all deps are converted over:
+# - add this file to the repo and commit it
+# - 
 
-  inputs = {
-    nixpkgs.url = "github:nixos/nixpkgs/nixos-unstable";
+# GROKin tips:
+# - CLI eps are (ostensibly) added via an `entry_points.txt`:
+#   - https://packaging.python.org/en/latest/specifications/entry-points/#file-format
+#   - https://github.com/nix-community/poetry2nix/blob/master/editable.nix#L49
+{
+  description = "piker: trading gear for hackers (pkged with poetry2nix)";
+
+  inputs.flake-utils.url = "github:numtide/flake-utils";
+  inputs.nixpkgs.url = "github:NixOS/nixpkgs/nixos-unstable";
+
+  # see https://github.com/nix-community/poetry2nix/tree/master#api
+  inputs.poetry2nix = {
+    # url = "github:nix-community/poetry2nix";
+    # url = "github:K900/poetry2nix/qt5-explicit-deps";
+    url = "/home/lord_fomo/repos/poetry2nix";
+
+    inputs.nixpkgs.follows = "nixpkgs";
   };
 
-  outputs =
-    { nixpkgs, ... }:
+  outputs = {
+    self,
+    nixpkgs,
+    flake-utils,
+    poetry2nix,
+  }:
+    # TODO: build cross-OS and use the `${system}` var thingy..
+    flake-utils.lib.eachDefaultSystem (system:
       let
-      inherit (nixpkgs) lib;
-      forAllSystems = lib.genAttrs lib.systems.flakeExposed;
-    in
-    {
-      devShells = forAllSystems (
-        system:
-        let
-          pkgs = nixpkgs.legacyPackages.${system};
+        # use PWD as sources
+        projectDir = ./.;
+        pyproject = ./pyproject.toml;
+        poetrylock = ./poetry.lock;
 
-          # do store-path extractions
-          qt6baseStorePath = lib.getLib pkgs.qt6.qtbase;
-          # ?TODO? can remove below since manual linking not needed?
-          # qt6QtWaylandStorePath = lib.getLib pkgs.qt6.qtwayland;
+        # TODO: port to 3.11 and support both versions?
+        python = "python3.10";
 
-          # XXX NOTE XXX, for now we overlay specific pkgs via
-          # a major-version-pinned-`cpython`
-          cpython = "python313";
-          pypkgs = pkgs."${cpython}Packages";
-        in
-        {
-          default = pkgs.mkShell {
+        # for more functions and examples.
+        # inherit
+        # (poetry2nix.legacyPackages.${system})
+        # mkPoetryApplication;
+        # pkgs = nixpkgs.legacyPackages.${system};
 
-            packages = with pkgs; [
-              # XXX, ensure sh completions active!
-              bashInteractive
-              bash-completion
+        pkgs = nixpkgs.legacyPackages.x86_64-linux;
+        lib = pkgs.lib;
+        p2npkgs = poetry2nix.legacyPackages.x86_64-linux;
 
-              # dev utils
-              ruff
-              pypkgs.ruff
+        # define all pkg overrides per dep, see edgecases.md:
+        # https://github.com/nix-community/poetry2nix/blob/master/docs/edgecases.md
+        # TODO: add these into the json file:
+        # https://github.com/nix-community/poetry2nix/blob/master/overrides/build-systems.json
+        pypkgs-build-requirements = {
+          asyncvnc = [ "setuptools" ];
+          eventkit = [ "setuptools" ];
+          ib-insync = [ "setuptools" "flake8" ];
+          msgspec = [ "setuptools"];
+          pdbp = [ "setuptools" ];
+          pyqt6-sip = [ "setuptools" ];
+          tabcompleter = [ "setuptools" ];
+          tractor = [ "setuptools" ];
+          tricycle = [ "setuptools" ];
+          trio-typing = [ "setuptools" ];
+          trio-util = [ "setuptools" ];
+          xonsh = [ "setuptools" ];
+        };
 
-              qt6.qtwayland
-              qt6.qtbase
+        # auto-generate override entries
+        p2n-overrides = p2npkgs.defaultPoetryOverrides.extend (self: super:
+          builtins.mapAttrs (package: build-requirements:
+            (builtins.getAttr package super).overridePythonAttrs (old: {
+              buildInputs = (
+                old.buildInputs or [ ]
+              ) ++ (
+                builtins.map (
+                  pkg: if builtins.isString pkg then builtins.getAttr pkg super else pkg
+                  ) build-requirements
+              );
+            })
+          ) pypkgs-build-requirements
+        );
 
-              uv
-              python313  # ?TODO^ how to set from `cpython` above?
-              pypkgs.pyqt6
-              pypkgs.pyqt6-sip
-              pypkgs.qtpy
-              pypkgs.qdarkstyle
-              pypkgs.rapidfuzz
-            ];
+        # override some ahead-of-time compiled extensions
+        # to be built with their wheels.
+        ahot_overrides = p2n-overrides.extend(
+          final: prev: {
 
-            shellHook = ''
-              # unmask to debug **this** dev-shell-hook
-              # set -e
+            # llvmlite = prev.llvmlite.override {
+            #   preferWheel = false;
+            # };
 
-              # set qt-base/plugin path(s)
-              QTBASE_PATH="${qt6baseStorePath}/lib"
-              QT_PLUGIN_PATH="${qt6baseStorePath}/lib/qt-6/plugins"
-              QT_QPA_PLATFORM_PLUGIN_PATH="$QT_PLUGIN_PATH/platforms"
+            # TODO: get this workin with p2n and nixpkgs..
+            # pyqt6 = prev.pyqt6.override {
+            #   preferWheel = true;
+            # };
 
-              # link in Qt cc lib paths from <nixpkgs>
-              LD_LIBRARY_PATH="$LD_LIBRARY_PATH:$QTBASE_PATH"
-              LD_LIBRARY_PATH="$LD_LIBRARY_PATH:$QT_PLUGIN_PATH"
-              LD_LIBRARY_PATH="$LD_LIBRARY_PATH:$QT_QPA_PLATFORM_PLUGIN_PATH"
+            # NOTE: this DOESN'T work atm but after a fix
+            # to poetry2nix, it will and actually this line
+            # won't be needed - thanks @k900:
+            # https://github.com/nix-community/poetry2nix/pull/1257
+            pyqt5 = prev.pyqt5.override {
+              # withWebkit = false;
+              preferWheel = true;
+            };
 
-              # link-in c++ stdlib for various AOT-ext-pkgs (numpy, etc.)
-              LD_LIBRARY_PATH="${pkgs.stdenv.cc.cc.lib}/lib:$LD_LIBRARY_PATH"
+            # see PR from @k900:
+            # https://github.com/nix-community/poetry2nix/pull/1257
+            # pyqt5-qt5 = prev.pyqt5-qt5.override {
+            #   withWebkit = false;
+            #   preferWheel = true;
+            # };
 
-              export LD_LIBRARY_PATH
-
-              # RUNTIME-SETTINGS
-              #
-              # ------ Qt ------
-              # XXX, unmask to debug qt .so linking/loading deats
-              # export QT_DEBUG_PLUGINS=1
-              #
-              # ALSO, for *modern linux* DEs,
-              # - maybe set wayland-mode (TODO, parametrtize this!)
-              #  * a chosen wayland-mode shell-integration
-              export QT_QPA_PLATFORM="wayland"
-              export QT_WAYLAND_SHELL_INTEGRATION="xdg-shell"
-
-              # ------ uv ------
-              # - always use the ./py313/ venv-subdir
-              export UV_PROJECT_ENVIRONMENT="py313"
-              # sync project-env with all extras
-              uv sync --dev --all-extras --no-group lint
-
-              # ------ TIPS ------
-              # NOTE, to launch the py-venv installed `xonsh` (like @goodboy)
-              # run the `nix develop` cmd with,
-              # >> nix develop -c uv run xonsh
-            '';
+            # TODO: patch in an override for polars to build
+            # from src! See the details likely needed from
+            # the cryptography entry:
+            # https://github.com/nix-community/poetry2nix/blob/master/overrides/default.nix#L426-L435
+            polars = prev.polars.override {
+              preferWheel = true;
             };
           }
       );
+
+      # WHY!? -> output-attrs that `nix develop` scans for:
+      # https://nixos.org/manual/nix/stable/command-ref/new-cli/nix3-develop.html#flake-output-attributes
+      in
+      rec {
+        packages = {
+          # piker = poetry2nix.legacyPackages.x86_64-linux.mkPoetryEditablePackage {
+          #   editablePackageSources = { piker = ./piker; };
+
+          piker = p2npkgs.mkPoetryApplication {
+            projectDir = projectDir;
+
+            # SEE ABOVE for auto-genned input set, override
+            # buncha deps with extras.. like `setuptools` mostly.
+            # TODO: maybe propose a patch to p2n to show that you
+            # can even do this in the edgecases docs?
+            overrides = ahot_overrides;
+
+            # XXX: won't work on llvmlite..
+            # preferWheels = true;
           };
+        };
+
+        # devShells.default = pkgs.mkShell {
+        #   projectDir = projectDir;
+        #   python = "python3.10";
+        #   overrides = ahot_overrides;
+        #   inputsFrom = [ self.packages.x86_64-linux.piker ];
+        #   packages = packages;
+        #   # packages = [ poetry2nix.packages.${system}.poetry ];
+        # };
+
+        # TODO: grok the difference here..
+        # - avoid re-cloning git repos on every develop entry..
+        # - ideally allow hacking on the src code of some deps
+        #   (tractor, pyqtgraph, tomlkit, etc.) WITHOUT having to
+        #   re-install them every time a change is made.
+        # - boot a usable xonsh inside the poetry virtualenv when
+        #   defined via a custom entry point?
+        devShells.default = p2npkgs.mkPoetryEnv {
+        # env = p2npkgs.mkPoetryEnv {
+            projectDir = projectDir;
+            python = pkgs.python310;
+            overrides = ahot_overrides;
+            editablePackageSources = packages;
+              # piker = "./";
+              # tractor = "../tractor/";
+            # };  # wut?
+        };
+      }
+    );  # end of .outputs scope
 }

piker/accounting/_ledger.py

@@ -40,7 +40,7 @@ import tomli_w  # for fast ledger writing
 
 from piker.types import Struct
 from piker import config
-from piker.log import get_logger
+from ..log import get_logger
 from .calc import (
     iter_by_dt,
 )
@@ -239,9 +239,7 @@ class TransactionLedger(UserDict):
 
         symcache: SymbologyCache = self._symcache
         towrite: dict[str, Any] = {}
-        for tid, txdict in self.tx_sort(
-            self.data.copy()
-        ):
+        for tid, txdict in self.tx_sort(self.data.copy()):
             # write blank-str expiry for non-expiring assets
             if (
                 'expiry' in txdict
@@ -379,7 +377,7 @@ def open_trade_ledger(
         account,
         dirpath=_fp,
     )
-    cpy: dict = ledger_dict.copy()
+    cpy = ledger_dict.copy()
 
     # XXX NOTE: if not provided presume we are being called from
     # sync code and need to maybe run `trio` to generate..
@@ -408,13 +406,7 @@ def open_trade_ledger(
         account=account,
         mod=mod,
         symcache=symcache,
-
-        # NOTE: allow backends to provide custom ledger sorting
-        tx_sort=getattr(
-            mod,
-            'tx_sort',
-            tx_sort,
-        ),
+        tx_sort=getattr(mod, 'tx_sort', tx_sort),
     )
     try:
         yield ledger

piker/accounting/_mktinfo.py

@@ -305,8 +305,8 @@ class MktPair(Struct, frozen=True):
     # config right?
     # src_type: AssetTypeName
 
-    # for derivs, info describing contract, egs. strike price, call
-    # or put, swap type, exercise model, etc.
+    # for derivs, info describing contract, egs.
+    # strike price, call or put, swap type, exercise model, etc.
     contract_info: list[str] | None = None
 
     # TODO: rename to sectype since all of these can

piker/accounting/_pos.py

@@ -30,8 +30,7 @@ from types import ModuleType
 from typing import (
     Any,
     Iterator,
-    Generator,
-    TYPE_CHECKING,
+    Generator
 )
 
 import pendulum
@@ -60,10 +59,8 @@ from ..clearing._messages import (
     BrokerdPosition,
 )
 from piker.types import Struct
-from piker.log import get_logger
-
-if TYPE_CHECKING:
-    from piker.data._symcache import SymbologyCache
+from piker.data._symcache import SymbologyCache
+from ..log import get_logger
 
 log = get_logger(__name__)
 
@@ -500,17 +497,6 @@ class Account(Struct):
 
         _mktmap_table: dict[str, MktPair] | None = None,
 
-        only_require: list[str]|True = True,
-        # ^list of fqmes that are "required" to be processed from
-        # this ledger pass; we often don't care about others and
-        # definitely shouldn't always error in such cases.
-        # (eg. broker backend loaded that doesn't yet supsport the
-        # symcache but also, inside the paper engine we don't ad-hoc
-        # request `get_mkt_info()` for every symbol in the ledger,
-        # only the one for which we're simulating against).
-        # TODO, not sure if there's a better soln for this, ideally
-        # all backends get symcache support afap i guess..
-
     ) -> dict[str, Position]:
         '''
         Update the internal `.pps[str, Position]` table from input
@@ -553,32 +539,11 @@ class Account(Struct):
                 if _mktmap_table is None:
                     raise
 
-                required: bool = (
-                    only_require is True
-                    or (
-                        only_require is not True
-                        and
-                        fqme in only_require
-                    )
-                )
                 # XXX: caller is allowed to provide a fallback
                 # mktmap table for the case where a new position is
                 # being added and the preloaded symcache didn't
                 # have this entry prior (eg. with frickin IB..)
-                if (
-                    not (mkt := _mktmap_table.get(fqme))
-                    and
-                    required
-                ):
-                    raise
-
-                elif not required:
-                    continue
-
-                else:
-                    # should be an entry retreived somewhere
-                    assert mkt
-
+                mkt = _mktmap_table[fqme]
 
             if not (pos := pps.get(bs_mktid)):
 
@@ -695,7 +660,7 @@ class Account(Struct):
     def write_config(self) -> None:
         '''
         Write the current account state to the user's account TOML file, normally
-        something like `pps.toml`.
+        something like ``pps.toml``.
 
         '''
         # TODO: show diff output?

piker/accounting/calc.py

@@ -267,6 +267,9 @@ def iter_by_dt(
                     (v := tx.get(k))
                 )
             ):
+                # TODO? remove yah?
+                # v = tx[k] if isdict else tx.dt
+
                 # only call parser on the value if not None from
                 # the `parsers` table above (when NOT using
                 # `.get()`), otherwise pass through the value and
@@ -283,41 +286,26 @@ def iter_by_dt(
                 return ret
 
             else:
-                log.debug(
-                    f'Parser-field not found in txn\n'
-                    f'\n'
-                    f'parser-field: {k!r}\n'
-                    f'txn: {tx!r}\n'
-                    f'\n'
-                    f'Trying next..\n'
-                )
                 continue
 
         # XXX: should never get here..
         else:
-            # XXX: we should really never get here..
-            # only if a ledger record has no expected sort(able)
-            # field will we likely hit this.. like with ze IB.
-            # if no sortable field just deliver epoch?
-            log.warning(
-                'No (time) sortable field for TXN:\n'
-                f'{tx!r}\n'
-            )
             if debug:
                 import tractor
                 with tractor.devx.maybe_open_crash_handler():
                     raise ValueError(
-                        f'No supported time-field found in txn !?\n'
-                        f'\n'
-                        f'supported-time-fields: {parsers!r}\n'
-                        f'\n'
-                        f'txn: {tx!r}\n'
+                        f'Invalid txn time ??\n'
+                        f'txn-id: {k!r}\n'
+                        f'{k!r}: {v!r}\n'
                     )
+                        # assert v is not None, f'No valid value for `{k}`!?'
 
             if _invalid is not None:
                 _invalid.append(tx)
                 return from_timestamp(0.)
 
+                # breakpoint()
+
     entry: tuple[str, dict]|Transaction
     invalid: list = []
     for entry in sorted(
@@ -331,6 +319,8 @@ def iter_by_dt(
             log.warning(
                 f'Ignoring txn w invalid timestamp ??\n'
                 f'{pformat(entry)}\n'
+                # f'txn-id: {k!r}\n'
+                # f'{k!r}: {v!r}\n'
             )
             continue
 

piker/accounting/cli.py

@@ -300,8 +300,7 @@ def disect(
         assert not df.is_empty()
 
         # muck around in pdbp REPL
-        # tractor.devx.mk_pdb().set_trace()
-        # breakpoint()
+        breakpoint()
 
         # TODO: we REALLY need a better console REPL for this
         # kinda thing..

piker/brokers/__init__.py

@@ -98,14 +98,13 @@ async def open_cached_client(
     If one has not been setup do it and cache it.
 
     '''
-    brokermod: ModuleType = get_brokermod(brokername)
-
-    # TODO: make abstract or `typing.Protocol`
-    # client: Client
+    brokermod = get_brokermod(brokername)
     async with maybe_open_context(
         acm_func=brokermod.get_client,
         kwargs=kwargs,
+
     ) as (cache_hit, client):
+
         if cache_hit:
             log.runtime(f'Reusing existing {client}')
 

piker/brokers/cli.py

@@ -471,15 +471,11 @@ def search(
 
     '''
     # global opts
-    brokermods: list[ModuleType] = list(config['brokermods'].values())
-
-    # TODO: this is coming from the `search --pdb` NOT from
-    # the `piker --pdb` XD ..
-    # -[ ] pull from the parent click ctx's values..dumdum
-    # assert pdb
+    brokermods = list(config['brokermods'].values())
 
     # define tractor entrypoint
     async def main(func):
+
         async with maybe_open_pikerd(
             loglevel=config['loglevel'],
             debug_mode=pdb,

piker/brokers/core.py

@@ -22,9 +22,7 @@ routines should be primitive data types where possible.
 """
 import inspect
 from types import ModuleType
-from typing import (
-    Any,
-)
+from typing import List, Dict, Any, Optional
 
 import trio
 
@@ -36,10 +34,8 @@ from ..accounting import MktPair
 
 
 async def api(brokername: str, methname: str, **kwargs) -> dict:
-    '''
-    Make (proxy through) a broker API call by name and return its result.
-
-    '''
+    """Make (proxy through) a broker API call by name and return its result.
+    """
     brokermod = get_brokermod(brokername)
     async with brokermod.get_client() as client:
         meth = getattr(client, methname, None)
@@ -66,14 +62,10 @@ async def api(brokername: str, methname: str, **kwargs) -> dict:
 
 async def stocks_quote(
     brokermod: ModuleType,
-    tickers: list[str]
-
-) -> dict[str, dict[str, Any]]:
-    '''
-    Return a `dict` of snapshot quotes for the provided input
-    `tickers`: a `list` of fqmes.
-
-    '''
+    tickers: List[str]
+) -> Dict[str, Dict[str, Any]]:
+    """Return quotes dict for ``tickers``.
+    """
     async with brokermod.get_client() as client:
         return await client.quote(tickers)
 
@@ -82,15 +74,13 @@ async def stocks_quote(
 async def option_chain(
     brokermod: ModuleType,
     symbol: str,
-    date: str|None = None,
-) -> dict[str, dict[str, dict[str, Any]]]:
-    '''
-    Return option chain for ``symbol`` for ``date``.
+    date: Optional[str] = None,
+) -> Dict[str, Dict[str, Dict[str, Any]]]:
+    """Return option chain for ``symbol`` for ``date``.
 
     By default all expiries are returned. If ``date`` is provided
     then contract quotes for that single expiry are returned.
-
-    '''
+    """
     async with brokermod.get_client() as client:
         if date:
             id = int((await client.tickers2ids([symbol]))[symbol])
@@ -108,7 +98,7 @@ async def option_chain(
 # async def contracts(
 #     brokermod: ModuleType,
 #     symbol: str,
-# ) -> dict[str, dict[str, dict[str, Any]]]:
+# ) -> Dict[str, Dict[str, Dict[str, Any]]]:
 #     """Return option contracts (all expiries) for ``symbol``.
 #     """
 #     async with brokermod.get_client() as client:
@@ -120,24 +110,15 @@ async def bars(
     brokermod: ModuleType,
     symbol: str,
     **kwargs,
-) -> dict[str, dict[str, dict[str, Any]]]:
-    '''
-    Return option contracts (all expiries) for ``symbol``.
-
-    '''
+) -> Dict[str, Dict[str, Dict[str, Any]]]:
+    """Return option contracts (all expiries) for ``symbol``.
+    """
     async with brokermod.get_client() as client:
         return await client.bars(symbol, **kwargs)
 
 
-async def search_w_brokerd(
-    name: str,
-    pattern: str,
-) -> dict:
+async def search_w_brokerd(name: str, pattern: str) -> dict:
 
-    # TODO: WHY NOT WORK!?!
-    # when we `step` through the next block?
-    # import tractor
-    # await tractor.pause()
     async with open_cached_client(name) as client:
 
         # TODO: support multiple asset type concurrent searches.
@@ -149,12 +130,12 @@ async def symbol_search(
     pattern: str,
     **kwargs,
 
-) -> dict[str, dict[str, dict[str, Any]]]:
+) -> Dict[str, Dict[str, Dict[str, Any]]]:
     '''
     Return symbol info from broker.
 
     '''
-    results: list[str] = []
+    results = []
 
     async def search_backend(
         brokermod: ModuleType
@@ -162,13 +143,6 @@ async def symbol_search(
 
         brokername: str = mod.name
 
-        # TODO: figure this the FUCK OUT
-        # -> ok so obvi in the root actor any async task that's
-        # spawned outside the main tractor-root-actor task needs to
-        # call this..
-        # await tractor.devx._debug.maybe_init_greenback()
-        # tractor.pause_from_sync()
-
         async with maybe_spawn_brokerd(
             mod.name,
             infect_asyncio=getattr(
@@ -188,6 +162,7 @@ async def symbol_search(
             ))
 
     async with trio.open_nursery() as n:
+
         for mod in brokermods:
             n.start_soon(search_backend, mod.name)
 
@@ -197,13 +172,11 @@ async def symbol_search(
 async def mkt_info(
     brokermod: ModuleType,
     fqme: str,
-
     **kwargs,
 
 ) -> MktPair:
     '''
-    Return the `piker.accounting.MktPair` info struct from a given
-    backend broker tradable src/dst asset pair.
+    Return MktPair info from broker including src and dst assets.
 
     '''
     async with open_cached_client(brokermod.name) as client:

piker/brokers/ib/feed.py

@@ -587,7 +587,7 @@ async def get_bars(
                         data_cs.cancel()
 
                     # spawn new data reset task
-                    data_cs, reset_done = await tn.start(
+                    data_cs, reset_done = await nurse.start(
                         partial(
                             wait_on_data_reset,
                             proxy,
@@ -607,11 +607,11 @@ async def get_bars(
     # such that simultaneous symbol queries don't try data resettingn
     # too fast..
     unset_resetter: bool = False
-    async with trio.open_nursery() as tn:
+    async with trio.open_nursery() as nurse:
 
         # start history request that we allow
         # to run indefinitely until a result is acquired
-        tn.start_soon(query)
+        nurse.start_soon(query)
 
         # start history reset loop which waits up to the timeout
         # for a result before triggering a data feed reset.
@@ -631,7 +631,7 @@ async def get_bars(
                 unset_resetter: bool = True
 
             # spawn new data reset task
-            data_cs, reset_done = await tn.start(
+            data_cs, reset_done = await nurse.start(
                 partial(
                     wait_on_data_reset,
                     proxy,
@@ -705,9 +705,7 @@ async def _setup_quote_stream(
         # to_trio, from_aio = trio.open_memory_channel(2**8)  # type: ignore
         def teardown():
             ticker.updateEvent.disconnect(push)
-            log.error(
-                f'Disconnected stream for `{symbol}`'
-            )
+            log.error(f"Disconnected stream for `{symbol}`")
             client.ib.cancelMktData(contract)
 
             # decouple broadcast mem chan
@@ -763,10 +761,7 @@ async def open_aio_quote_stream(
     symbol: str,
     contract: Contract | None = None,
 
-) -> (
-    trio.abc.Channel|  # iface
-    tractor.to_asyncio.LinkedTaskChannel  # actually
-):
+) -> trio.abc.ReceiveStream:
 
     from tractor.trionics import broadcast_receiver
     global _quote_streams
@@ -783,7 +778,6 @@ async def open_aio_quote_stream(
             yield from_aio
             return
 
-    from_aio: tractor.to_asyncio.LinkedTaskChannel
     async with tractor.to_asyncio.open_channel_from(
         _setup_quote_stream,
         symbol=symbol,
@@ -989,18 +983,17 @@ async def stream_quotes(
         )
         cs: trio.CancelScope | None = None
         startup: bool = True
-        iter_quotes: trio.abc.Channel
         while (
             startup
             or cs.cancel_called
         ):
             with trio.CancelScope() as cs:
                 async with (
-                    trio.open_nursery() as tn,
+                    trio.open_nursery() as nurse,
                     open_aio_quote_stream(
                         symbol=sym,
                         contract=con,
-                    ) as iter_quotes,
+                    ) as stream,
                 ):
                     # ugh, clear ticks since we've consumed them
                     # (ahem, ib_insync is stateful trash)
@@ -1028,9 +1021,9 @@ async def stream_quotes(
                         await rt_ev.wait()
                         cs.cancel()  # cancel called should now be set
 
-                    tn.start_soon(reset_on_feed)
+                    nurse.start_soon(reset_on_feed)
 
-                    async with aclosing(iter_quotes):
+                    async with aclosing(stream):
                         # if syminfo.get('no_vlm', False):
                         if not init_msg.shm_write_opts['has_vlm']:
 
@@ -1045,21 +1038,19 @@ async def stream_quotes(
                             # wait for real volume on feed (trading might be
                             # closed)
                             while True:
-                                ticker = await iter_quotes.receive()
+                                ticker = await stream.receive()
 
                                 # for a real volume contract we rait for
                                 # the first "real" trade to take place
                                 if (
                                     # not calc_price
                                     # and not ticker.rtTime
-                                    False
-                                    # not ticker.rtTime
+                                    not ticker.rtTime
                                 ):
                                     # spin consuming tickers until we
                                     # get a real market datum
                                     log.debug(f"New unsent ticker: {ticker}")
                                     continue
-
                                 else:
                                     log.debug("Received first volume tick")
                                     # ugh, clear ticks since we've
@@ -1075,18 +1066,13 @@ async def stream_quotes(
                             log.debug(f"First ticker received {quote}")
 
                         # tell data-layer spawner-caller that live
-                        # quotes are now active desptie not having
-                        # necessarily received a first vlm/clearing
-                        # tick.
-                        ticker = await iter_quotes.receive()
+                        # quotes are now streaming.
                         feed_is_live.set()
-                        fqme: str = quote['fqme']
-                        await send_chan.send({fqme: quote})
 
                         # last = time.time()
-                        async for ticker in iter_quotes:
+                        async for ticker in stream:
                             quote = normalize(ticker)
-                            fqme: str = quote['fqme']
+                            fqme = quote['fqme']
                             await send_chan.send({fqme: quote})
 
                             # ugh, clear ticks since we've consumed them

piker/brokers/kraken/broker.py

@@ -549,7 +549,7 @@ async def open_trade_dialog(
             # to be reloaded.
             balances: dict[str, float] = await client.get_balances()
 
-            await verify_balances(
+            verify_balances(
                 acnt,
                 src_fiat,
                 balances,

piker/brokers/questrade.py

@@ -37,12 +37,6 @@ import tractor
 from async_generator import asynccontextmanager
 import numpy as np
 import wrapt
-
-# TODO, port to `httpx`/`trio-websocket` whenver i get back to
-# writing a proper ws-api streamer for this backend (since the data
-# feeds are free now) as per GH feat-req:
-# https://github.com/pikers/piker/issues/509
-#
 import asks
 
 from ..calc import humanize, percent_change

piker/clearing/_paper_engine.py

@@ -655,7 +655,6 @@ async def open_trade_dialog(
                 # in) use manually constructed table from calling
                 # the `.get_mkt_info()` provider EP above.
                 _mktmap_table=mkt_by_fqme,
-                only_require=list(mkt_by_fqme),
             )
 
             pp_msgs: list[BrokerdPosition] = []

piker/data/_symcache.py

@@ -31,7 +31,6 @@ from pathlib import Path
 from pprint import pformat
 from typing import (
     Any,
-    Callable,
     Sequence,
     Hashable,
     TYPE_CHECKING,
@@ -57,7 +56,7 @@ from piker.brokers import (
 )
 
 if TYPE_CHECKING:
-    from piker.accounting import (
+    from ..accounting import (
         Asset,
         MktPair,
     )
@@ -150,36 +149,19 @@ class SymbologyCache(Struct):
                     'Implement `Client.get_assets()`!'
                 )
 
-            get_mkt_pairs: Callable|None = getattr(
-                client,
-                'get_mkt_pairs',
-                None,
-            )
-            if not get_mkt_pairs:
-                log.warning(
-                    'No symbology cache `Pair` support for `{provider}`..\n'
-                    'Implement `Client.get_mkt_pairs()`!'
-                )
-                return self
+            if get_mkt_pairs := getattr(client, 'get_mkt_pairs', None):
 
                 pairs: dict[str, Struct] = await get_mkt_pairs()
-            if not pairs:
-                log.warning(
-                    'No pairs from intial {provider!r} sym-cache request?\n\n'
-                    '`Client.get_mkt_pairs()` -> {pairs!r} ?'
-                )
-                return self
-
                 for bs_fqme, pair in pairs.items():
+
+                    # NOTE: every backend defined pair should
+                    # declare it's ns path for roundtrip
+                    # serialization lookup.
                     if not getattr(pair, 'ns_path', None):
-                    # XXX: every backend defined pair must declare
-                    # a `.ns_path: tractor.NamespacePath` to enable
-                    # roundtrip serialization lookup from a local
-                    # cache file.
                         raise TypeError(
                             f'Pair-struct for {self.mod.name} MUST define a '
-                        '`.ns_path: str`!\n\n'
-                        f'{pair!r}'
+                            '`.ns_path: str`!\n'
+                            f'{pair}'
                         )
 
                     entry = await self.mod.get_mkt_info(pair.bs_fqme)
@@ -213,6 +195,12 @@ class SymbologyCache(Struct):
                     pair,
                 )
 
+            else:
+                log.warning(
+                    'No symbology cache `Pair` support for `{provider}`..\n'
+                    'Implement `Client.get_mkt_pairs()`!'
+                )
+
         return self
 
     @classmethod

piker/data/feed.py

@@ -794,6 +794,7 @@ async def install_brokerd_search(
 
 @acm
 async def maybe_open_feed(
+
     fqmes: list[str],
     loglevel: str | None = None,
 
@@ -847,12 +848,13 @@ async def maybe_open_feed(
 
 @acm
 async def open_feed(
+
     fqmes: list[str],
 
-    loglevel: str|None = None,
+    loglevel: str | None = None,
     allow_overruns: bool = True,
     start_stream: bool = True,
-    tick_throttle: float|None = None,  # Hz
+    tick_throttle: float | None = None,  # Hz
 
     allow_remote_ctl_ui: bool = False,
 

piker/data/flows.py

@@ -36,10 +36,10 @@ from ._sharedmem import (
     ShmArray,
     _Token,
 )
-from piker.accounting import MktPair
 
 if TYPE_CHECKING:
-    from piker.data.feed import Feed
+    from ..accounting import MktPair
+    from .feed import Feed
 
 
 class Flume(Struct):
@@ -82,7 +82,7 @@ class Flume(Struct):
 
     # TODO: do we need this really if we can pull the `Portal` from
     # ``tractor``'s internals?
-    feed: Feed|None = None
+    feed: Feed | None = None
 
     @property
     def rt_shm(self) -> ShmArray:

piker/data/validate.py

@@ -113,9 +113,9 @@ def validate_backend(
             )
             if ep is None:
                 log.warning(
-                    f'Provider backend {mod.name!r} is missing '
-                    f'{daemon_name!r} support?\n'
-                    f'|_module endpoint-func missing: {name!r}\n'
+                    f'Provider backend {mod.name} is missing '
+                    f'{daemon_name} support :(\n'
+                    f'The following endpoint is missing: {name}'
                 )
 
     inits: list[

pyproject.toml

@@ -63,27 +63,23 @@ dependencies = [
     "trio-util >=0.7.0, <0.8.0",
     "trio-websocket >=0.10.3, <0.11.0",
     "typer >=0.9.0, <1.0.0",
+    "rapidfuzz >=3.5.2, <4.0.0",
+    "pdbp >=1.5.0, <2.0.0",
     "trio >=0.27",
-    "pendulum",
+    "pendulum >=3.0.0, <4.0.0",
     "httpx >=0.27.0, <0.28.0",
     "cryptofeed >=2.4.0, <3.0.0",
     "pyarrow>=18.0.0",
     "websockets ==12.0",
     "msgspec>=0.19.0,<0.20",
     "tractor",
+    "asyncvnc",
     "tomlkit",
     "trio-typing>=0.10.0",
     "numba>=0.61.0",
-    "pyvnc",
 ]
-# ------ dependencies ------
 
-
-# TODO: add an `--only daemon` group for running non-ui / pikerd
-# service tree in distributed mode B)
-# https://docs.astral.sh/uv/concepts/projects/dependencies/#optional-dependencies
-
-[dependency-groups]
+[project.optional-dependencies]
 uis = [
     # https://docs.astral.sh/uv/concepts/projects/dependencies/#optional-dependencies
     # TODO: make sure the levenshtein shit compiles on nix..
@@ -96,11 +92,12 @@ uis = [
     # for consideration,
     # - 'visidata'
 
-    "qdarkstyle >=3.0.2, <4.0.0",
-    "pyqt6 >=6.7.0, <7.0.0",
-    "pyqtgraph",
+    # TODO: add an `--only daemon` group for running non-ui / pikerd
+    # service tree in distributed mode B)
+    # https://docs.astral.sh/uv/concepts/projects/dependencies/#optional-dependencies
 ]
 
+[dependency-groups]
 # TODO: a toolset that makes debugging a `pikerd` service (tree) easy
 # to hack on directly using more or less the local env:
 # - xonsh + xxh
@@ -109,92 +106,41 @@ uis = [
 #
 # console ehancements and eventually remote debugging extras/helpers.
 # use `uv --dev` to enable
-repl = [
-  # debug
-  "pdbp >=1.5.0, <2.0.0",
-    "greenback >=1.1.1, <2.0.0",
-  "xonsh",
-    "prompt-toolkit ==3.0.40",
-    "pyperclip>=1.9.0",
-
-]
-testing = [
-  "pytest",
-]
-de = [
-  # DE-specific
-  "i3ipc>=2.2.1",
-]
 dev = [
-  # https://docs.astral.sh/uv/concepts/projects/dependencies/#development-dependencies
-  "cython >=3.0.0, <4.0.0",
-
-  # nested deps-groups
-  # https://docs.astral.sh/uv/concepts/projects/dependencies/#nesting-groups
-  {include-group = 'uis'},
-  {include-group = 'repl'},
-  {include-group = 'testing'},
-  {include-group = 'de'},
-]
-lint = [
-  # XXX, with flake.nix needs to be from nixpkgs
-  "ruff>=0.9.6" 
-  #
-  # ^TODO? these markers don't work; use deps-flags for now?
-  # ; os_name != 'nixos' and platform_system != 'NixOS'",
-  # ; defined('IN_NIX_SHELL')",
-]
-dbs = [
+    "pytest >=6.0.0, <7.0.0",
     "elasticsearch >=8.9.0, <9.0.0",
+    "xonsh >=0.14.2, <0.15.0",
+    "prompt-toolkit ==3.0.40",
+    "cython >=3.0.0, <4.0.0",
+    "greenback >=1.1.1, <2.0.0",
+    "ruff>=0.9.6",
+    "pyperclip>=1.9.0",
 ]
-# ------ dependency-groups ------
-
-
-[tool.pytest.ini_options]
-# https://docs.pytest.org/en/stable/reference/reference.html#configuration-options
-testpaths = [
-    "tests",
-]
-# https://docs.pytest.org/en/stable/reference/reference.html#confval-console_output_style
-console_output_style = 'progress'
-
-# https://docs.pytest.org/en/stable/how-to/plugins.html#disabling-plugins-from-autoloading
-# https://docs.pytest.org/en/stable/how-to/plugins.html#deactivating-unregistering-a-plugin-by-name
-addopts = '-p no:xonsh'
-# ------ tool.pytest ------
-
 
 [project.scripts]
 piker = "piker.cli:cli"
 pikerd = "piker.cli:pikerd"
 ledger = "piker.accounting.cli:ledger"
-# ------ project.scripts ------
 
 [tool.hatch.build.targets.sdist]
 include = ["piker"]
+
 [tool.hatch.build.targets.wheel]
 include = ["piker"]
-# ------ tool.hatch ------
 
 
 # TODO? move to a `uv.toml`?
 [tool.uv]
 python-preference = 'system'
 python-downloads = 'manual'
-# https://docs.astral.sh/uv/concepts/projects/dependencies/#default-groups
-default-groups = ['uis', 'dev']
-# ------ tool.uv ------
 
 
 [tool.uv.sources]
 pyqtgraph = { git = "https://github.com/pikers/pyqtgraph.git" }
+asyncvnc = { git = "https://github.com/pikers/asyncvnc.git", branch = "main" }
 tomlkit = { git = "https://github.com/pikers/tomlkit.git", branch ="piker_pin" }
-pyvnc = { git = "https://github.com/regulad/pyvnc.git" }
 
-# XXX since, we're like, always hacking new shite all-the-time. Bp
-tractor = { git = "https://github.com/goodboy/tractor.git", branch ="piker_pin" }
-# tractor = { git = "https://pikers.dev/goodboy/tractor", branch = "piker_pin" }
+# XXX, since we're like, always hacking new shite atm.. Bp
+tractor = { git = "https://pikers.dev/goodboy/tractor", branch = "piker_pin" }
 # tractor = { git = "https://pikers.dev/goodboy/tractor", branch = "main" }
-# ------ goodboy ------
-# hackin dev-envs, usually there's something new he's hackin in..
 # tractor = { path = "../tractor", editable = true }