Pass labels to form builder, toy with broadcast consumer task

Try out he new broadcast channels from `tractor` for data feeds
we already have cached. Any time there's a cache hit we load the
cached feed and just slap a broadcast receiver on it for the local
consumer task.

config/brokers.toml

@@ -11,15 +11,15 @@ key_descr = "api_0"
 public_key = ""
 private_key = ""
 
-[ib.api]
-ipaddr = "127.0.0.1"
+[ib]
+host = "127.0.0.1"
 
 [ib.accounts]
 margin = ""
 registered = ""
 paper = ""
 
-[ib.api.ports]
+[ib.ports]
 gw = 4002
 tws = 7497
 order = [ "gw", "tws",]

piker/_async_utils.py

@@ -1,66 +0,0 @@
-# piker: trading gear for hackers
-# Copyright (C) 2018-present  Tyler Goodlet (in stewardship of piker0)
-
-# This program is free software: you can redistribute it and/or modify
-# it under the terms of the GNU Affero General Public License as published by
-# the Free Software Foundation, either version 3 of the License, or
-# (at your option) any later version.
-
-# This program is distributed in the hope that it will be useful,
-# but WITHOUT ANY WARRANTY; without even the implied warranty of
-# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
-# GNU Affero General Public License for more details.
-
-# You should have received a copy of the GNU Affero General Public License
-# along with this program.  If not, see <https://www.gnu.org/licenses/>.
-
-"""
-Async utils no one seems to have built into a core lib (yet).
-"""
-from typing import AsyncContextManager
-from collections import OrderedDict
-from contextlib import asynccontextmanager
-
-
-def async_lifo_cache(maxsize=128):
-    """Async ``cache`` with a LIFO policy.
-
-    Implemented my own since no one else seems to have
-    a standard. I'll wait for the smarter people to come
-    up with one, but until then...
-    """
-    cache = OrderedDict()
-
-    def decorator(fn):
-
-        async def wrapper(*args):
-            key = args
-            try:
-                return cache[key]
-            except KeyError:
-                if len(cache) >= maxsize:
-                    # discard last added new entry
-                    cache.popitem()
-
-                # do it
-                cache[key] = await fn(*args)
-                return cache[key]
-
-        return wrapper
-
-    return decorator
-
-
-@asynccontextmanager
-async def _just_none():
-    # noop -> skip entering context
-    yield None
-
-
-@asynccontextmanager
-async def maybe_with_if(
-    predicate: bool,
-    context: AsyncContextManager,
-) -> AsyncContextManager:
-    async with context if predicate else _just_none() as output:
-        yield output

piker/_cacheables.py

@@ -0,0 +1,203 @@
+# piker: trading gear for hackers
+# Copyright (C) Tyler Goodlet (in stewardship for piker0)
+
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+# GNU Affero General Public License for more details.
+
+# You should have received a copy of the GNU Affero General Public License
+# along with this program.  If not, see <https://www.gnu.org/licenses/>.
+
+"""
+Cacheing apis and toolz.
+
+"""
+# further examples of interest:
+# https://gist.github.com/njsmith/cf6fc0a97f53865f2c671659c88c1798#file-cache-py-L8
+
+from collections import OrderedDict
+from typing import (
+    Optional,
+    Hashable,
+    TypeVar,
+    AsyncContextManager,
+    AsyncIterable,
+)
+from contextlib import (
+    asynccontextmanager,
+    AsyncExitStack,
+    contextmanager,
+)
+
+import trio
+
+from .brokers import get_brokermod
+from .log import get_logger
+
+
+T = TypeVar('T')
+log = get_logger(__name__)
+
+
+def async_lifo_cache(maxsize=128):
+    """Async ``cache`` with a LIFO policy.
+
+    Implemented my own since no one else seems to have
+    a standard. I'll wait for the smarter people to come
+    up with one, but until then...
+    """
+    cache = OrderedDict()
+
+    def decorator(fn):
+
+        async def wrapper(*args):
+            key = args
+            try:
+                return cache[key]
+            except KeyError:
+                if len(cache) >= maxsize:
+                    # discard last added new entry
+                    cache.popitem()
+
+                # do it
+                cache[key] = await fn(*args)
+                return cache[key]
+
+        return wrapper
+
+    return decorator
+
+
+_cache: dict[str, 'Client'] = {}  # noqa
+
+
+# XXX: this mis mostly an alt-implementation of
+# maybe_open_ctx() below except it uses an async exit statck.
+# ideally wer pick one or the other.
+@asynccontextmanager
+async def open_cached_client(
+    brokername: str,
+) -> 'Client':  # noqa
+    '''Get a cached broker client from the current actor's local vars.
+
+    If one has not been setup do it and cache it.
+    '''
+    global _cache
+
+    clients = _cache.setdefault('clients', {'_lock': trio.Lock()})
+
+    # global cache task lock
+    lock = clients['_lock']
+
+    client = None
+
+    try:
+        log.info(f"Loading existing `{brokername}` client")
+
+        async with lock:
+            client = clients[brokername]
+            client._consumers += 1
+
+        yield client
+
+    except KeyError:
+        log.info(f"Creating new client for broker {brokername}")
+
+        async with lock:
+            brokermod = get_brokermod(brokername)
+            exit_stack = AsyncExitStack()
+
+            client = await exit_stack.enter_async_context(
+                brokermod.get_client()
+            )
+            client._consumers = 0
+            client._exit_stack = exit_stack
+            clients[brokername] = client
+
+        yield client
+
+    finally:
+        if client is not None:
+            # if no more consumers, teardown the client
+            client._consumers -= 1
+            if client._consumers <= 0:
+                await client._exit_stack.aclose()
+
+
+class cache:
+    '''Globally (processs wide) cached, task access to a
+    kept-alive-while-in-use data feed.
+
+    '''
+    lock = trio.Lock()
+    users: int = 0
+    ctxs: dict[tuple[str, str], AsyncIterable] = {}
+    no_more_users: Optional[trio.Event] = None
+
+
+@asynccontextmanager
+async def maybe_open_ctx(
+
+    key: Hashable,
+    mngr: AsyncContextManager[T],
+
+) -> (bool, T):
+    '''Maybe open a context manager if there is not already a cached
+    version for the provided ``key``. Return the cached instance on
+    a cache hit.
+
+    '''
+    @contextmanager
+    def get_and_use() -> AsyncIterable[T]:
+        # key error must bubble here
+        feed = cache.ctxs[key]
+        log.info(f'Reusing cached feed for {key}')
+        try:
+            cache.users += 1
+            yield True, feed
+        finally:
+            cache.users -= 1
+            if cache.users == 0:
+                # signal to original allocator task feed use is complete
+                cache.no_more_users.set()
+
+    try:
+        with get_and_use() as feed:
+            yield True, feed
+    except KeyError:
+        # lock feed acquisition around task racing  / ``trio``'s
+        # scheduler protocol
+        await cache.lock.acquire()
+        try:
+            with get_and_use() as feed:
+                cache.lock.release()
+                yield feed
+                return
+
+        except KeyError:
+            # **critical section** that should prevent other tasks from
+            # checking the cache until complete otherwise the scheduler
+            # may switch and by accident we create more then one feed.
+            cache.no_more_users = trio.Event()
+
+            log.info(f'Allocating new feed for {key}')
+            # TODO: eventually support N-brokers
+            async with mngr as value:
+                cache.ctxs[key] = value
+                cache.lock.release()
+                try:
+                    yield True, value
+                finally:
+                    # don't tear down the feed until there are zero
+                    # users of it left.
+                    if cache.users > 0:
+                        await cache.no_more_users.wait()
+
+                    log.warning('De-allocating feed for {key}')
+                    cache.ctxs.pop(key)

piker/_daemon.py

@@ -283,7 +283,7 @@ async def maybe_spawn_daemon(
     lock = Brokerd.locks[service_name]
     await lock.acquire()
 
-    # attach to existing brokerd if possible
+    # attach to existing daemon by name if possible
     async with tractor.find_actor(service_name) as portal:
         if portal is not None:
             lock.release()

piker/brokers/api.py

@@ -1,85 +0,0 @@
-# piker: trading gear for hackers
-# Copyright (C) Tyler Goodlet (in stewardship for piker0)
-
-# This program is free software: you can redistribute it and/or modify
-# it under the terms of the GNU Affero General Public License as published by
-# the Free Software Foundation, either version 3 of the License, or
-# (at your option) any later version.
-
-# This program is distributed in the hope that it will be useful,
-# but WITHOUT ANY WARRANTY; without even the implied warranty of
-# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
-# GNU Affero General Public License for more details.
-
-# You should have received a copy of the GNU Affero General Public License
-# along with this program.  If not, see <https://www.gnu.org/licenses/>.
-
-"""
-Actor-aware broker agnostic interface.
-
-"""
-from typing import Dict
-from contextlib import asynccontextmanager, AsyncExitStack
-
-import trio
-
-from . import get_brokermod
-from ..log import get_logger
-
-
-log = get_logger(__name__)
-
-
-_cache: Dict[str, 'Client'] = {}  # noqa
-
-
-@asynccontextmanager
-async def open_cached_client(
-    brokername: str,
-    *args,
-    **kwargs,
-) -> 'Client':  # noqa
-    """Get a cached broker client from the current actor's local vars.
-
-    If one has not been setup do it and cache it.
-    """
-    global _cache
-
-    clients = _cache.setdefault('clients', {'_lock': trio.Lock()})
-
-    # global cache task lock
-    lock = clients['_lock']
-
-    client = None
-
-    try:
-        log.info(f"Loading existing `{brokername}` client")
-
-        async with lock:
-            client = clients[brokername]
-            client._consumers += 1
-
-        yield client
-
-    except KeyError:
-        log.info(f"Creating new client for broker {brokername}")
-
-        async with lock:
-            brokermod = get_brokermod(brokername)
-            exit_stack = AsyncExitStack()
-
-            client = await exit_stack.enter_async_context(
-                brokermod.get_client()
-            )
-            client._consumers = 0
-            client._exit_stack = exit_stack
-            clients[brokername] = client
-
-        yield client
-
-    finally:
-        if client is not None:
-            # if no more consumers, teardown the client
-            client._consumers -= 1
-            if client._consumers <= 0:
-                await client._exit_stack.aclose()

piker/brokers/binance.py

@@ -33,7 +33,7 @@ from pydantic.dataclasses import dataclass
 from pydantic import BaseModel
 import wsproto
 
-from .api import open_cached_client
+from .._cacheables import open_cached_client
 from ._util import resproc, SymbolNotFound
 from ..log import get_logger, get_console_log
 from ..data import ShmArray

piker/brokers/core.py

@@ -29,7 +29,7 @@ import trio
 from ..log import get_logger
 from . import get_brokermod
 from .._daemon import maybe_spawn_brokerd
-from .api import open_cached_client
+from .._cacheables import open_cached_client
 
 
 log = get_logger(__name__)

piker/brokers/data.py

@@ -14,9 +14,14 @@
 # You should have received a copy of the GNU Affero General Public License
 # along with this program.  If not, see <https://www.gnu.org/licenses/>.
 
-"""
-Real-time data feed machinery
-"""
+'''
+NB: this is the old original implementation that was used way way back
+when the project started with ``kivy``.
+
+This code is left for reference but will likely be merged in
+appropriately and removed.
+
+'''
 import time
 from functools import partial
 from dataclasses import dataclass, field

piker/brokers/ib.py

@@ -1,5 +1,5 @@
 # piker: trading gear for hackers
-# Copyright (C) Tyler Goodlet (in stewardship for piker0)
+# Copyright (C) Tyler Goodlet (in stewardship for pikers)
 
 # This program is free software: you can redistribute it and/or modify
 # it under the terms of the GNU Affero General Public License as published by
@@ -171,6 +171,7 @@ _adhoc_futes_set = {
     # equities
     'nq.globex',
     'mnq.globex',
+
     'es.globex',
     'mes.globex',
 
@@ -178,8 +179,20 @@ _adhoc_futes_set = {
     'brr.cmecrypto',
     'ethusdrr.cmecrypto',
 
+    # agriculture
+    'he.globex',  # lean hogs
+    'le.globex',  # live cattle (geezers)
+    'gf.globex',  # feeder cattle (younguns)
+
+    # raw
+    'lb.globex',  # random len lumber
+
     # metals
-    'xauusd.cmdty',
+    'xauusd.cmdty',  # gold spot
+    'gc.nymex',
+    'mgc.nymex',
+
+    'xagusd.cmdty',  # silver spot
 }
 
 # exchanges we don't support at the moment due to not knowing
@@ -556,7 +569,7 @@ class Client:
             else:
                 item = ('status', obj)
 
-            log.info(f'eventkit event -> {eventkit_obj}: {item}')
+            log.info(f'eventkit event ->\n{pformat(item)}')
 
             try:
                 to_trio.send_nowait(item)
@@ -656,25 +669,28 @@ def get_config() -> dict[str, Any]:
 
     section = conf.get('ib')
 
-    if not section:
+    if section is None:
         log.warning(f'No config section found for ib in {path}')
-        return
+        return {}
 
     return section
 
 
 @asynccontextmanager
 async def _aio_get_client(
+
     host: str = '127.0.0.1',
     port: int = None,
+
     client_id: Optional[int] = None,
+
 ) -> Client:
-    """Return an ``ib_insync.IB`` instance wrapped in our client API.
+    '''Return an ``ib_insync.IB`` instance wrapped in our client API.
 
     Client instances are cached for later use.
 
     TODO: consider doing this with a ctx mngr eventually?
-    """
+    '''
     conf = get_config()
 
     # first check cache for existing client
@@ -699,17 +715,21 @@ async def _aio_get_client(
 
         ib = NonShittyIB()
 
-        # attempt to get connection info from config
-        ports = conf['api'].get(
+        # attempt to get connection info from config; if no .toml entry
+        # exists, we try to load from a default localhost connection.
+        host = conf.get('host', '127.0.0.1')
+        ports = conf.get(
             'ports',
+
+            # default order is to check for gw first
             {
-                # default order is to check for gw first
                 'gw': 4002,
                 'tws': 7497,
                 'order': ['gw', 'tws']
             }
         )
         order = ports['order']
+
         try_ports = [ports[key] for key in order]
         ports = try_ports if port is None else [port]
 
@@ -1351,13 +1371,40 @@ async def trades_dialogue(
         # start order request handler **before** local trades event loop
         n.start_soon(handle_order_requests, ems_stream)
 
+        # TODO: for some reason we can receive a ``None`` here when the
+        # ib-gw goes down? Not sure exactly how that's happening looking
+        # at the eventkit code above but we should probably handle it...
         async for event_name, item in ib_trade_events_stream:
+            print(f' ib sending {item}')
 
-            # XXX: begin normalization of nonsense ib_insync internal
-            # object-state tracking representations...
+            # TODO: templating the ib statuses in comparison with other
+            # brokers is likely the way to go:
+            # https://interactivebrokers.github.io/tws-api/interfaceIBApi_1_1EWrapper.html#a17f2a02d6449710b6394d0266a353313
+            # short list:
+            # - PendingSubmit
+            # - PendingCancel
+            # - PreSubmitted (simulated orders)
+            # - ApiCancelled (cancelled by client before submission
+            #                 to routing)
+            # - Cancelled
+            # - Filled
+            # - Inactive (reject or cancelled but not by trader)
+
+            # XXX: here's some other sucky cases from the api
+            # - short-sale but securities haven't been located, in this
+            #   case we should probably keep the order in some kind of
+            #   weird state or cancel it outright?
+
+            # status='PendingSubmit', message=''),
+            # status='Cancelled', message='Error 404,
+            #   reqId 1550: Order held while securities are located.'),
+            # status='PreSubmitted', message='')],
 
             if event_name == 'status':
 
+                # XXX: begin normalization of nonsense ib_insync internal
+                # object-state tracking representations...
+
                 # unwrap needed data from ib_insync internal types
                 trade: Trade = item
                 status: OrderStatus = trade.orderStatus
@@ -1368,10 +1415,13 @@ async def trades_dialogue(
 
                     reqid=trade.order.orderId,
                     time_ns=time.time_ns(),  # cuz why not
+
+                    # everyone doin camel case..
                     status=status.status.lower(),  # force lower case
 
                     filled=status.filled,
                     reason=status.whyHeld,
+
                     # this seems to not be necessarily up to date in the
                     # execDetails event.. so we have to send it here I guess?
                     remaining=status.remaining,
@@ -1442,14 +1492,14 @@ async def trades_dialogue(
             if getattr(msg, 'reqid', 0) < -1:
 
                 # it's a trade event generated by TWS usage.
-                log.warning(f"TWS triggered trade:\n{pformat(msg)}")
+                log.info(f"TWS triggered trade\n{pformat(msg.dict())}")
 
                 msg.reqid = 'tws-' + str(-1 * msg.reqid)
 
                 # mark msg as from "external system"
                 # TODO: probably something better then this.. and start
                 # considering multiplayer/group trades tracking
-                msg.external = True
+                msg.broker_details['external_src'] = 'tws'
                 continue
 
             # XXX: we always serialize to a dict for msgpack
@@ -1462,9 +1512,8 @@ async def trades_dialogue(
 @tractor.context
 async def open_symbol_search(
     ctx: tractor.Context,
-) -> None:
-    # async with open_cached_client('ib') as client:
 
+) -> None:
     # load all symbols locally for fast search
     await ctx.started({})
 
@@ -1491,6 +1540,12 @@ async def open_symbol_search(
             if not pattern or pattern.isspace():
                 log.warning('empty pattern received, skipping..')
 
+                # TODO: *BUG* if nothing is returned here the client
+                # side will cache a null set result and not showing
+                # anything to the use on re-searches when this query
+                # timed out. We probably need a special "timeout" msg
+                # or something...
+
                 # XXX: this unblocks the far end search task which may
                 # hold up a multi-search nursery block
                 await stream.send({})
@@ -1498,7 +1553,7 @@ async def open_symbol_search(
                 continue
 
             log.debug(f'searching for {pattern}')
-            # await tractor.breakpoint()
+
             last = time.time()
             results = await _trio_run_client_method(
                 method='search_stocks',

piker/brokers/kraken.py

@@ -34,7 +34,7 @@ from pydantic.dataclasses import dataclass
 from pydantic import BaseModel
 import wsproto
 
-from .api import open_cached_client
+from .._cacheables import open_cached_client
 from ._util import resproc, SymbolNotFound, BrokerError
 from ..log import get_logger, get_console_log
 from ..data import ShmArray

piker/brokers/questrade.py

@@ -42,10 +42,10 @@ import wrapt
 import asks
 
 from ..calc import humanize, percent_change
+from .._cacheables import open_cached_client, async_lifo_cache
 from . import config
 from ._util import resproc, BrokerError, SymbolNotFound
 from ..log import get_logger, colorize_json, get_console_log
-from .._async_utils import async_lifo_cache
 from . import get_brokermod
 from . import api
 
@@ -1197,7 +1197,7 @@ async def stream_quotes(
     # XXX: required to propagate ``tractor`` loglevel to piker logging
     get_console_log(loglevel)
 
-    async with api.open_cached_client('questrade') as client:
+    async with open_cached_client('questrade') as client:
         if feed_type == 'stock':
             formatter = format_stock_quote
             get_quotes = await stock_quoter(client, symbols)

piker/clearing/_client.py

@@ -38,7 +38,7 @@ log = get_logger(__name__)
 
 @dataclass
 class OrderBook:
-    """Buy-side (client-side ?) order book ctl and tracking.
+    '''EMS-client-side order book ctl and tracking.
 
     A style similar to "model-view" is used here where this api is
     provided as a supervised control for an EMS actor which does all the
@@ -48,7 +48,7 @@ class OrderBook:
     Currently, this is mostly for keeping local state to match the EMS
     and use received events to trigger graphics updates.
 
-    """
+    '''
     # mem channels used to relay order requests to the EMS daemon
     _to_ems: trio.abc.SendChannel
     _from_order_book: trio.abc.ReceiveChannel

piker/clearing/_ems.py

@@ -22,7 +22,7 @@ from contextlib import asynccontextmanager
 from dataclasses import dataclass, field
 from pprint import pformat
 import time
-from typing import AsyncIterator, Callable, Any
+from typing import AsyncIterator, Callable
 
 from bidict import bidict
 from pydantic import BaseModel
@@ -30,10 +30,9 @@ import trio
 from trio_typing import TaskStatus
 import tractor
 
-from .. import data
 from ..log import get_logger
 from ..data._normalize import iterticks
-from ..data.feed import Feed
+from ..data.feed import Feed, maybe_open_feed
 from .._daemon import maybe_spawn_brokerd
 from . import _paper_engine as paper
 from ._messages import (
@@ -123,7 +122,7 @@ class _DarkBook:
 # XXX: this is in place to prevent accidental positions that are too
 # big. Now obviously this won't make sense for crypto like BTC, but
 # for most traditional brokers it should be fine unless you start
-# slinging NQ futes or something.
+# slinging NQ futes or something; check ur margin.
 _DEFAULT_SIZE: float = 1.0
 
 
@@ -132,7 +131,6 @@ async def clear_dark_triggers(
     brokerd_orders_stream: tractor.MsgStream,
     ems_client_order_stream: tractor.MsgStream,
     quote_stream: tractor.ReceiveMsgStream,  # noqa
-
     broker: str,
     symbol: str,
 
@@ -266,7 +264,7 @@ class TradesRelay:
     consumers: int = 0
 
 
-class _Router(BaseModel):
+class Router(BaseModel):
     '''Order router which manages and tracks per-broker dark book,
     alerts, clearing and related data feed management.
 
@@ -276,8 +274,6 @@ class _Router(BaseModel):
     # setup at actor spawn time
     nursery: trio.Nursery
 
-    feeds: dict[tuple[str, str], Any] = {}
-
     # broker to book map
     books: dict[str, _DarkBook] = {}
 
@@ -343,12 +339,12 @@ class _Router(BaseModel):
             relay.consumers -= 1
 
 
-_router: _Router = None
+_router: Router = None
 
 
 async def open_brokerd_trades_dialogue(
 
-    router: _Router,
+    router: Router,
     feed: Feed,
     symbol: str,
     _exec_mode: str,
@@ -466,7 +462,7 @@ async def _setup_persistent_emsd(
     # open a root "service nursery" for the ``emsd`` actor
     async with trio.open_nursery() as service_nursery:
 
-        _router = _Router(nursery=service_nursery)
+        _router = Router(nursery=service_nursery)
 
         # TODO: send back the full set of persistent
         # orders/execs?
@@ -480,7 +476,7 @@ async def translate_and_relay_brokerd_events(
 
     broker: str,
     brokerd_trades_stream: tractor.MsgStream,
-    router: _Router,
+    router: Router,
 
 ) -> AsyncIterator[dict]:
     '''Trades update loop - receive updates from ``brokerd`` trades
@@ -704,7 +700,7 @@ async def process_client_order_cmds(
     symbol: str,
     feed: Feed,  # noqa
     dark_book: _DarkBook,
-    router: _Router,
+    router: Router,
 
 ) -> None:
 
@@ -958,32 +954,25 @@ async def _emsd_main(
     # tractor.Context instead of strictly requiring a ctx arg.
     ems_ctx = ctx
 
-    cached_feed = _router.feeds.get((broker, symbol))
-    if cached_feed:
-        # TODO: use cached feeds per calling-actor
-        log.warning(f'Opening duplicate feed for {(broker, symbol)}')
+    feed: Feed
 
     # spawn one task per broker feed
     async with (
-        # TODO: eventually support N-brokers
-        data.open_feed(
+        maybe_open_feed(
             broker,
             [symbol],
             loglevel=loglevel,
-        ) as feed,
+        ) as (feed, stream),
     ):
-        if not cached_feed:
-            _router.feeds[(broker, symbol)] = feed
 
         # XXX: this should be initial price quote from target provider
         first_quote = feed.first_quote
 
-        # open a stream with the brokerd backend for order
-        # flow dialogue
-
         book = _router.get_dark_book(broker)
         book.lasts[(broker, symbol)] = first_quote[symbol]['last']
 
+        # open a stream with the brokerd backend for order
+        # flow dialogue
         async with (
 
             # only open if one isn't already up: we try to keep
@@ -1015,11 +1004,9 @@ async def _emsd_main(
                 n.start_soon(
                     clear_dark_triggers,
 
-                    # relay.brokerd_dialogue,
                     brokerd_stream,
                     ems_client_order_stream,
-                    feed.stream,
-
+                    stream,
                     broker,
                     symbol,
                     book

piker/clearing/_messages.py

@@ -81,8 +81,6 @@ class Status(BaseModel):
     #   'alert_submitted',
     #   'alert_triggered',
 
-    #   'position',
-
     # }
     resp: str  # "response", see above
 

piker/clearing/_paper_engine.py

@@ -35,7 +35,7 @@ from ..data._normalize import iterticks
 from ..log import get_logger
 from ._messages import (
     BrokerdCancel, BrokerdOrder, BrokerdOrderAck, BrokerdStatus,
-    BrokerdFill,
+    BrokerdFill, BrokerdPosition,
 )
 
 
@@ -60,6 +60,7 @@ class PaperBoi:
     _buys: bidict
     _sells: bidict
     _reqids: bidict
+    _positions: dict[str, BrokerdPosition]
 
     # init edge case L1 spread
     last_ask: Tuple[float, float] = (float('inf'), 0)  # price, size
@@ -101,6 +102,9 @@ class PaperBoi:
         # in the broker trades event processing loop
         await trio.sleep(0.05)
 
+        if action == 'sell':
+            size = -size
+
         msg = BrokerdStatus(
             status='submitted',
             reqid=reqid,
@@ -118,7 +122,7 @@ class PaperBoi:
             ) or (
             action == 'sell' and (clear_price := self.last_bid[0]) >= price
         ):
-            await self.fake_fill(clear_price, size, action, reqid, oid)
+            await self.fake_fill(symbol, clear_price, size, action, reqid, oid)
 
         else:
             # register this submissions as a paper live order
@@ -170,6 +174,8 @@ class PaperBoi:
 
     async def fake_fill(
         self,
+
+        symbol: str,
         price: float,
         size: float,
         action: str,  # one of {'buy', 'sell'}
@@ -181,6 +187,7 @@ class PaperBoi:
         # remaining lots to fill
         order_complete: bool = True,
         remaining: float = 0,
+
     ) -> None:
         """Pretend to fill a broker order @ price and size.
 
@@ -232,6 +239,49 @@ class PaperBoi:
             )
             await self.ems_trades_stream.send(msg.dict())
 
+        # lookup any existing position
+        token = f'{symbol}.{self.broker}'
+        pp_msg = self._positions.setdefault(
+            token,
+            BrokerdPosition(
+                broker=self.broker,
+                account='paper',
+                symbol=symbol,
+                # TODO: we need to look up the asset currency from
+                # broker info. i guess for crypto this can be
+                # inferred from the pair?
+                currency='',
+                size=0.0,
+                avg_price=0,
+            )
+        )
+
+        # "avg position price" calcs
+        # TODO: eventually it'd be nice to have a small set of routines
+        # to do this stuff from a sequence of cleared orders to enable
+        # so called "contextual positions".
+        new_size = size + pp_msg.size
+
+        # old size minus the new size gives us size differential with
+        # +ve -> increase in pp size
+        # -ve -> decrease in pp size
+        size_diff = abs(new_size) - abs(pp_msg.size)
+
+        if new_size == 0:
+            pp_msg.avg_price = 0
+
+        elif size_diff > 0:
+            # only update the "average position price" when the position
+            # size increases not when it decreases (i.e. the position is
+            # being made smaller)
+            pp_msg.avg_price = (
+                abs(size) * price + pp_msg.avg_price * abs(pp_msg.size)
+            ) / abs(new_size)
+
+        pp_msg.size = new_size
+
+        await self.ems_trades_stream.send(pp_msg.dict())
+
 
 async def simulate_fills(
     quote_stream: 'tractor.ReceiveStream',  # noqa
@@ -255,6 +305,7 @@ async def simulate_fills(
 
     # this stream may eventually contain multiple symbols
     async for quotes in quote_stream:
+
         for sym, quote in quotes.items():
 
             for tick in iterticks(
@@ -274,6 +325,7 @@ async def simulate_fills(
                     )
 
                     orders = client._buys.get(sym, {})
+
                     book_sequence = reversed(
                         sorted(orders.keys(), key=itemgetter(1)))
 
@@ -307,6 +359,7 @@ async def simulate_fills(
 
                         # clearing price would have filled entirely
                         await client.fake_fill(
+                            symbol=sym,
                             # todo slippage to determine fill price
                             price=tick_price,
                             size=size,
@@ -411,6 +464,9 @@ async def trades_dialogue(
                 _sells={},
 
                 _reqids={},
+
+                # TODO: load paper positions from ``positions.toml``
+                _positions={},
             )
 
             n.start_soon(handle_order_requests, client, ems_stream)
@@ -452,10 +508,5 @@ async def open_paperboi(
                 loglevel=loglevel,
 
         ) as (ctx, first):
-            try:
-                yield ctx, first
 
-            finally:
-                # be sure to tear down the paper service on exit
-                with trio.CancelScope(shield=True):
-                    await portal.cancel_actor()
+            yield ctx, first

piker/data/_sampling.py

@@ -118,8 +118,9 @@ async def increment_ohlc_buffer(
                     shm.push(last)
 
                 # broadcast the buffer index step
-                # yield {'index': shm._last.value}
-                for ctx in _subscribers.get(delay_s, ()):
+                subs = _subscribers.get(delay_s, ())
+
+                for ctx in subs:
                     try:
                         await ctx.send_yield({'index': shm._last.value})
                     except (
@@ -127,6 +128,7 @@ async def increment_ohlc_buffer(
                         trio.ClosedResourceError
                     ):
                         log.error(f'{ctx.chan.uid} dropped connection')
+                        subs.remove(ctx)
 
 
 @tractor.stream

piker/data/_sharedmem.py

@@ -15,7 +15,7 @@
 # along with this program.  If not, see <https://www.gnu.org/licenses/>.
 
 """
-NumPy compatible shared memory buffers for real-time FSP.
+NumPy compatible shared memory buffers for real-time IPC streaming.
 
 """
 from dataclasses import dataclass, asdict
@@ -207,11 +207,16 @@ class ShmArray:
     def push(
         self,
         data: np.ndarray,
+
         prepend: bool = False,
+
     ) -> int:
-        """Ring buffer like "push" to append data
+        '''Ring buffer like "push" to append data
         into the buffer and return updated "last" index.
-        """
+
+        NB: no actual ring logic yet to give a "loop around" on overflow
+        condition, lel.
+        '''
         length = len(data)
 
         if prepend:

piker/data/_source.py

@@ -1,5 +1,5 @@
 # piker: trading gear for hackers
-# Copyright (C) 2018-present  Tyler Goodlet (in stewardship of piker0)
+# Copyright (C) 2018-present  Tyler Goodlet (in stewardship for piker0)
 
 # This program is free software: you can redistribute it and/or modify
 # it under the terms of the GNU Affero General Public License as published by

piker/data/feed.py

@@ -31,11 +31,14 @@ from typing import (
 )
 
 import trio
+from trio.abc import ReceiveChannel
 from trio_typing import TaskStatus
 import tractor
+from tractor import _broadcast
 from pydantic import BaseModel
 
 from ..brokers import get_brokermod
+from .._cacheables import maybe_open_ctx
 from ..log import get_logger, get_console_log
 from .._daemon import (
     maybe_spawn_brokerd,
@@ -345,10 +348,10 @@ class Feed:
     memory buffer orchestration.
     """
     name: str
-    stream: AsyncIterator[dict[str, Any]]
     shm: ShmArray
     mod: ModuleType
     first_quote: dict
+    stream: trio.abc.ReceiveChannel[dict[str, Any]]
 
     _brokerd_portal: tractor._portal.Portal
     _index_stream: Optional[AsyncIterator[int]] = None
@@ -362,7 +365,7 @@ class Feed:
     symbols: dict[str, Symbol] = field(default_factory=dict)
 
     async def receive(self) -> dict:
-        return await self.stream.__anext__()
+        return await self.stream.receive()
 
     @asynccontextmanager
     async def index_stream(
@@ -376,8 +379,10 @@ class Feed:
             # a lone broker-daemon per provider should be
             # created for all practical purposes
             async with self._brokerd_portal.open_stream_from(
+
                 iter_ohlc_periods,
                 delay_s=delay_s or self._max_sample_rate,
+
             ) as self._index_stream:
 
                 yield self._index_stream
@@ -395,7 +400,7 @@ def sym_to_shm_key(
 @asynccontextmanager
 async def install_brokerd_search(
 
-    portal: tractor._portal.Portal,
+    portal: tractor.Portal,
     brokermod: ModuleType,
 
 ) -> None:
@@ -434,34 +439,21 @@ async def open_feed(
     loglevel: Optional[str] = None,
 
     tick_throttle: Optional[float] = None,  # Hz
+    shielded_stream: bool = False,
 
-) -> AsyncIterator[dict[str, Any]]:
+) -> Feed:
     '''
     Open a "data feed" which provides streamed real-time quotes.
 
     '''
     sym = symbols[0].lower()
 
-    # TODO: feed cache locking, right now this is causing
-    # issues when reconnecting to a long running emsd?
-    # global _searcher_cache
-
-    # async with _cache_lock:
-    #     feed = _searcher_cache.get((brokername, sym))
-
-    #     # if feed is not None and sym in feed.symbols:
-    #     if feed is not None:
-    #         yield feed
-    #         # short circuit
-    #         return
-
     try:
         mod = get_brokermod(brokername)
     except ImportError:
         mod = get_ingestormod(brokername)
 
     # no feed for broker exists so maybe spawn a data brokerd
-
     async with (
 
         maybe_spawn_brokerd(
@@ -480,21 +472,25 @@ async def open_feed(
 
         ) as (ctx, (init_msg, first_quote)),
 
-        ctx.open_stream() as stream,
-    ):
+        ctx.open_stream(shield=shielded_stream) as stream,
 
+    ):
         # we can only read from shm
         shm = attach_shm_array(
             token=init_msg[sym]['shm_token'],
             readonly=True,
         )
 
+        bstream = _broadcast.broadcast_receiver(
+            stream,
+            2**10,
+        )
         feed = Feed(
             name=brokername,
-            stream=stream,
             shm=shm,
             mod=mod,
             first_quote=first_quote,
+            stream=bstream, #brx_stream,
             _brokerd_portal=portal,
         )
         ohlc_sample_rates = []
@@ -530,3 +526,39 @@ async def open_feed(
         finally:
             # drop the infinite stream connection
             await ctx.cancel()
+
+
+@asynccontextmanager
+async def maybe_open_feed(
+
+    brokername: str,
+    symbols: Sequence[str],
+    loglevel: Optional[str] = None,
+
+    tick_throttle: Optional[float] = None,  # Hz
+    shielded_stream: bool = False,
+
+) -> (Feed, ReceiveChannel[dict[str, Any]]):
+    '''Maybe open a data to a ``brokerd`` daemon only if there is no
+    local one for the broker-symbol pair, if one is cached use it wrapped
+    in a tractor broadcast receiver.
+
+    '''
+    sym = symbols[0].lower()
+
+    async with maybe_open_ctx(
+        key=(brokername, sym),
+        mngr=open_feed(
+            brokername,
+            [sym],
+            loglevel=loglevel,
+        ),
+    ) as (cache_hit, feed):
+
+        if cache_hit:
+            # add a new broadcast subscription for the quote stream
+            # if this feed is likely already in use
+            async with feed.stream.subscribe() as bstream:
+                yield feed, bstream
+        else:
+            yield feed, stream

piker/fsp/__init__.py

@@ -69,6 +69,7 @@ async def fsp_compute(
     ctx: tractor.Context,
     symbol: str,
     feed: Feed,
+    stream: trio.abc.ReceiveChannel,
 
     src: ShmArray,
     dst: ShmArray,
@@ -93,14 +94,14 @@ async def fsp_compute(
         yield {}
 
         # task cancellation won't kill the channel
-        with stream.shield():
-            async for quotes in stream:
-                for symbol, quotes in quotes.items():
-                    if symbol == sym:
-                        yield quotes
+        # since we shielded at the `open_feed()` call
+        async for quotes in stream:
+            for symbol, quotes in quotes.items():
+                if symbol == sym:
+                    yield quotes
 
     out_stream = func(
-        filter_by_sym(symbol, feed.stream),
+        filter_by_sym(symbol, stream),
         feed.shm,
     )
 
@@ -164,7 +165,8 @@ async def cascade(
     dst_shm_token: Tuple[str, np.dtype],
     symbol: str,
     fsp_func_name: str,
-) -> AsyncIterator[dict]:
+
+) -> None:
     """Chain streaming signal processors and deliver output to
     destination mem buf.
 
@@ -175,7 +177,11 @@ async def cascade(
     func: Callable = _fsps[fsp_func_name]
 
     # open a data feed stream with requested broker
-    async with data.open_feed(brokername, [symbol]) as feed:
+    async with data.feed.maybe_open_feed(
+        brokername,
+        [symbol],
+        shielded_stream=True,
+    ) as (feed, stream):
 
         assert src.token == feed.shm.token
 
@@ -186,6 +192,7 @@ async def cascade(
             ctx=ctx,
             symbol=symbol,
             feed=feed,
+            stream=stream,
 
             src=src,
             dst=dst,

piker/ui/_anchors.py

@@ -0,0 +1,153 @@
+# piker: trading gear for hackers
+# Copyright (C) Tyler Goodlet (in stewardship for piker0)
+
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+# GNU Affero General Public License for more details.
+
+# You should have received a copy of the GNU Affero General Public License
+# along with this program.  If not, see <https://www.gnu.org/licenses/>.
+
+'''
+Anchor funtions for UI placement of annotions.
+
+'''
+from typing import Callable
+
+from PyQt5.QtCore import QPointF
+from PyQt5.QtGui import QGraphicsPathItem
+
+from ._label import Label
+
+
+def marker_right_points(
+
+    chart: 'ChartPlotWidget',  # noqa
+    marker_size: int = 20,
+
+) -> (float, float, float):
+    '''Return x-dimension, y-axis-aware, level-line marker oriented scene values.
+
+    X values correspond to set the end of a level line, end of
+    a paried level line marker, and the right most side of the "right"
+    axis respectively.
+
+    '''
+    # TODO: compute some sensible maximum value here
+    # and use a humanized scheme to limit to that length.
+    l1_len = chart._max_l1_line_len
+    ryaxis = chart.getAxis('right')
+
+    r_axis_x = ryaxis.pos().x()
+    up_to_l1_sc = r_axis_x - l1_len - 10
+
+    marker_right = up_to_l1_sc - (1.375 * 2 * marker_size)
+    line_end = marker_right - (6/16 * marker_size)
+
+    return line_end, marker_right, r_axis_x
+
+
+def vbr_left(
+    label: Label,
+
+) -> Callable[..., float]:
+    """Return a closure which gives the scene x-coordinate for the
+    leftmost point of the containing view box.
+
+    """
+    return label.vbr().left
+
+
+def right_axis(
+
+    chart: 'ChartPlotWidget',  # noqa
+    label: Label,
+
+    side: str = 'left',
+    offset: float = 10,
+    avoid_book: bool = True,
+    # width: float = None,
+
+) -> Callable[..., float]:
+    '''Return a position closure which gives the scene x-coordinate for
+    the x point on the right y-axis minus the width of the label given
+    it's contents.
+
+    '''
+    ryaxis = chart.getAxis('right')
+
+    if side == 'left':
+
+        if avoid_book:
+            def right_axis_offset_by_w() -> float:
+
+                # l1 spread graphics x-size
+                l1_len = chart._max_l1_line_len
+
+                # sum of all distances "from" the y-axis
+                right_offset = l1_len + label.w + offset
+
+                return ryaxis.pos().x() - right_offset
+
+        else:
+            def right_axis_offset_by_w() -> float:
+
+                return ryaxis.pos().x() - (label.w + offset)
+
+        return right_axis_offset_by_w
+
+    elif 'right':
+
+        # axis_offset = ryaxis.style['tickTextOffset'][0]
+
+        def on_axis() -> float:
+
+            return ryaxis.pos().x()  # + axis_offset - 2
+
+        return on_axis
+
+
+def gpath_pin(
+
+    gpath: QGraphicsPathItem,
+    label: Label,  # noqa
+
+    location_description: str = 'right-of-path-centered',
+    use_right_of_pp_label: bool = False,
+
+) -> QPointF:
+
+    # get actual arrow graphics path
+    path_br = gpath.mapToScene(gpath.path()).boundingRect()
+
+    # label.vb.locate(label.txt)  #, children=True)
+
+    if location_description == 'right-of-path-centered':
+        return path_br.topRight() - QPointF(label.h/16, label.h / 3)
+
+    if location_description == 'left-of-path-centered':
+        return path_br.topLeft() - QPointF(label.w, label.h / 6)
+
+    elif location_description == 'below-path-left-aligned':
+        return path_br.bottomLeft() - QPointF(0, label.h / 6)
+
+    elif location_description == 'below-path-right-aligned':
+        return path_br.bottomRight() - QPointF(label.w, label.h / 6)
+
+
+
+def pp_tight_and_right(
+    label: Label
+
+) -> QPointF:
+    '''Place *just* right of the pp label.
+
+    '''
+    txt = label.txt
+    return label.txt.pos() + QPointF(label.w - label.h/3, 0)

piker/ui/_annotate.py

@@ -18,17 +18,21 @@
 Annotations for ur faces.
 
 """
-import PyQt5
-from PyQt5 import QtCore, QtGui
+from typing import Callable, Optional
+
+from PyQt5 import QtCore, QtGui, QtWidgets
+from PyQt5.QtCore import QPointF, QRectF
 from PyQt5.QtWidgets import QGraphicsPathItem
 from pyqtgraph import Point, functions as fn, Color
 import numpy as np
 
+from ._anchors import marker_right_points
+
+
+def mk_marker_path(
+
+    style: str,
 
-def mk_marker(
-    style,
-    size: float = 20.0,
-    use_qgpath: bool = True,
 ) -> QGraphicsPathItem:
     """Add a marker to be displayed on the line wrapped in a ``QGraphicsPathItem``
     ready to be placed using scene coordinates (not view).
@@ -37,7 +41,7 @@ def mk_marker(
     style        String indicating the style of marker to add:
                   ``'<|'``, ``'|>'``, ``'>|'``, ``'|<'``, ``'<|>'``,
                   ``'>|<'``, ``'^'``, ``'v'``, ``'o'``
-    size          Size of the marker in pixels. Default is 10.0.
+    size          Size of the marker in pixels.
 
     """
     path = QtGui.QPainterPath()
@@ -81,13 +85,147 @@ def mk_marker(
 
     # self._maxMarkerSize = max([m[2] / 2. for m in self.markers])
 
-    if use_qgpath:
-        path = QGraphicsPathItem(path)
-        path.scale(size, size)
-
     return path
 
 
+class LevelMarker(QGraphicsPathItem):
+    '''An arrow marker path graphich which redraws itself
+    to the specified view coordinate level on each paint cycle.
+
+    '''
+    def __init__(
+        self,
+        chart: 'ChartPlotWidget',  # noqa
+        style: str,
+        get_level: Callable[..., float],
+        size: float = 20,
+        keep_in_view: bool = True,
+        on_paint: Optional[Callable] = None,
+
+    ) -> None:
+
+        # get polygon and scale
+        super().__init__()
+        self.scale(size, size)
+
+        # interally generates path
+        self._style = None
+        self.style = style
+
+        self.chart = chart
+
+        self.get_level = get_level
+        self._on_paint = on_paint
+        self.scene_x = lambda: marker_right_points(chart)[1]
+        self.level: float = 0
+        self.keep_in_view = keep_in_view
+
+    @property
+    def style(self) -> str:
+        return self._style
+
+    @style.setter
+    def style(self, value: str) -> None:
+        if self._style != value:
+            polygon = mk_marker_path(value)
+            self.setPath(polygon)
+            self._style = value
+
+    def path_br(self) -> QRectF:
+        '''Return the bounding rect for the opaque path part
+        of this item.
+
+        '''
+        return self.mapToScene(
+            self.path()
+        ).boundingRect()
+
+    def delete(self) -> None:
+        self.scene().removeItem(self)
+
+    @property
+    def h(self) -> float:
+        return self.path_br().height()
+
+    @property
+    def w(self) -> float:
+        return self.path_br().width()
+
+    def position_in_view(
+        self,
+        # level: float,
+
+    ) -> None:
+        '''Show a pp off-screen indicator for a level label.
+
+        This is like in fps games where you have a gps "nav" indicator
+        but your teammate is outside the range of view, except in 2D, on
+        the y-dimension.
+
+        '''
+        level = self.get_level()
+
+        view = self.chart.getViewBox()
+        vr = view.state['viewRange']
+        ymn, ymx = vr[1]
+
+        # _, marker_right, _ = marker_right_points(line._chart)
+        x = self.scene_x()
+
+        if level > ymx:  # pin to top of view
+            self.setPos(
+                QPointF(
+                    x,
+                    self.h/3,
+                )
+            )
+
+        elif level < ymn:  # pin to bottom of view
+
+            self.setPos(
+                QPointF(
+                    x,
+                    view.height() - 4/3*self.h,
+                )
+            )
+
+        else:
+            # pp line is viewable so show marker normally
+            self.setPos(
+                x,
+                self.chart.view.mapFromView(
+                    QPointF(0, self.get_level())
+                ).y()
+            )
+
+    def paint(
+        self,
+
+        p: QtGui.QPainter,
+        opt: QtWidgets.QStyleOptionGraphicsItem,
+        w: QtWidgets.QWidget
+
+    ) -> None:
+        '''Core paint which we override to always update
+        our marker position in scene coordinates from a
+        view cooridnate "level".
+
+        '''
+        if self.keep_in_view:
+            self.position_in_view()
+
+        else:  # just place at desired level even if not in view
+            self.setPos(
+                self.scene_x(),
+                self.mapToScene(QPointF(0, self.get_level())).y()
+            )
+
+        super().paint(p, opt, w)
+
+        if self._on_paint:
+            self._on_paint(self)
+
+
 def qgo_draw_markers(
 
     markers: list,

piker/ui/_chart.py

@@ -26,6 +26,11 @@ from functools import partial
 from PyQt5 import QtCore, QtGui, QtWidgets
 from PyQt5.QtCore import Qt
 from PyQt5.QtCore import QEvent
+from PyQt5.QtWidgets import (
+    QFrame,
+    QWidget,
+    # QSizePolicy,
+)
 import numpy as np
 import pyqtgraph as pg
 import tractor
@@ -40,13 +45,13 @@ from ._axes import (
     PriceAxis,
     YAxisLabel,
 )
-from ._graphics._cursor import (
+from ._cursor import (
     Cursor,
     ContentsLabel,
 )
 from ._l1 import L1Labels
-from ._graphics._ohlc import BarItems
-from ._graphics._curve import FastAppendCurve
+from ._ohlc import BarItems
+from ._curve import FastAppendCurve
 from ._style import (
     hcolor,
     CHART_MARGINS,
@@ -65,15 +70,20 @@ from .. import data
 from ..log import get_logger
 from ._exec import run_qtractor
 from ._interaction import ChartView
-from .order_mode import start_order_mode
+from .order_mode import run_order_mode
 from .. import fsp
 from ..data import feed
+from ._forms import (
+    FieldsForm,
+    open_form,
+    mk_order_pane_layout,
+)
 
 
 log = get_logger(__name__)
 
 
-class GodWidget(QtWidgets.QWidget):
+class GodWidget(QWidget):
     '''
     "Our lord and savior, the holy child of window-shua, there is no
     widget above thee." - 6|6
@@ -94,11 +104,13 @@ class GodWidget(QtWidgets.QWidget):
 
         self.hbox = QtWidgets.QHBoxLayout(self)
         self.hbox.setContentsMargins(0, 0, 0, 0)
-        self.hbox.setSpacing(2)
+        self.hbox.setSpacing(6)
+        self.hbox.setAlignment(Qt.AlignTop)
 
         self.vbox = QtWidgets.QVBoxLayout()
         self.vbox.setContentsMargins(0, 0, 0, 0)
         self.vbox.setSpacing(2)
+        self.vbox.setAlignment(Qt.AlignTop)
 
         self.hbox.addLayout(self.vbox)
 
@@ -181,6 +193,7 @@ class GodWidget(QtWidgets.QWidget):
         order_mode_started = trio.Event()
 
         if not self.vbox.isEmpty():
+
             # XXX: this is CRITICAL especially with pixel buffer caching
             self.linkedsplits.hide()
 
@@ -211,15 +224,26 @@ class GodWidget(QtWidgets.QWidget):
             # symbol is already loaded and ems ready
             order_mode_started.set()
 
-        self.vbox.addWidget(linkedsplits)
+            # TODO: we'll probably want per-instrument/provider state here?
+            # change the order config form over to the new chart
+            # XXX: since the pp config is a singleton widget we have to
+            # also switch it over to the new chart's interal-layout
+            self.linkedsplits.chart.qframe.hbox.removeWidget(self.pp_config)
+            linkedsplits.chart.qframe.hbox.addWidget(
+                self.pp_config,
+                alignment=Qt.AlignTop
+            )
 
         # chart is already in memory so just focus it
         if self.linkedsplits:
             self.linkedsplits.unfocus()
 
+        self.vbox.addWidget(linkedsplits)
+
         # self.vbox.addWidget(linkedsplits)
         linkedsplits.show()
         linkedsplits.focus()
+
         self.linkedsplits = linkedsplits
 
         symbol = linkedsplits.symbol
@@ -232,8 +256,17 @@ class GodWidget(QtWidgets.QWidget):
 
         return order_mode_started
 
+    def focus(self) -> None:
+        '''Focus the top level widget which in turn focusses the chart
+        ala "view mode".
 
-class LinkedSplits(QtWidgets.QWidget):
+        '''
+        # go back to view-mode focus (aka chart focus)
+        self.clearFocus()
+        self.linkedsplits.chart.setFocus()
+
+
+class LinkedSplits(QWidget):
     '''
     Widget that holds a central chart plus derived
     subcharts computed from the original data set apart
@@ -287,7 +320,6 @@ class LinkedSplits(QtWidgets.QWidget):
         self.layout.setContentsMargins(0, 0, 0, 0)
         self.layout.addWidget(self.splitter)
 
-        # state tracker?
         self._symbol: Symbol = None
 
     @property
@@ -296,14 +328,18 @@ class LinkedSplits(QtWidgets.QWidget):
 
     def set_split_sizes(
         self,
-        prop: float = 0.28  # proportion allocated to consumer subcharts
+        prop: float = 0.625  # proportion allocated to consumer subcharts
+
     ) -> None:
-        """Set the proportion of space allocated for linked subcharts.
-        """
+        '''Set the proportion of space allocated for linked subcharts.
+
+        '''
         major = 1 - prop
         min_h_ind = int((self.height() * prop) / len(self.subplots))
+
         sizes = [int(self.height() * major)]
         sizes.extend([min_h_ind] * len(self.subplots))
+
         self.splitter.setSizes(sizes)  # , int(self.height()*0.2)
 
     def focus(self) -> None:
@@ -316,9 +352,12 @@ class LinkedSplits(QtWidgets.QWidget):
 
     def plot_ohlc_main(
         self,
+
         symbol: Symbol,
         array: np.ndarray,
+
         style: str = 'bar',
+
     ) -> 'ChartPlotWidget':
         """Start up and show main (price) chart and all linked subcharts.
 
@@ -329,12 +368,16 @@ class LinkedSplits(QtWidgets.QWidget):
             linkedsplits=self,
             digits=symbol.digits(),
         )
+
         self.chart = self.add_plot(
+
             name=symbol.key,
             array=array,
             # xaxis=self.xaxis,
             style=style,
             _is_main=True,
+
+            sidepane=self.godwidget.pp_config,
         )
         # add crosshair graphic
         self.chart.addItem(self.cursor)
@@ -344,23 +387,34 @@ class LinkedSplits(QtWidgets.QWidget):
             self.chart.hideAxis('bottom')
 
         # style?
-        self.chart.setFrameStyle(QtWidgets.QFrame.StyledPanel | QtWidgets.QFrame.Plain)
+        self.chart.setFrameStyle(
+            QFrame.StyledPanel |
+            QFrame.Plain
+        )
 
         return self.chart
 
     def add_plot(
         self,
+
         name: str,
         array: np.ndarray,
-        xaxis: DynamicDateAxis = None,
+
+        array_key: Optional[str] = None,
+        # xaxis: Optional[DynamicDateAxis] = None,
         style: str = 'line',
         _is_main: bool = False,
+
+        sidepane: Optional[QWidget] = None,
+
         **cpw_kwargs,
+
     ) -> 'ChartPlotWidget':
-        """Add (sub)plots to chart widget by name.
+        '''Add (sub)plots to chart widget by name.
 
         If ``name`` == ``"main"`` the chart will be the the primary view.
-        """
+
+        '''
         if self.chart is None and not _is_main:
             raise RuntimeError(
                 "A main plot must be created first with `.plot_ohlc_main()`")
@@ -370,20 +424,58 @@ class LinkedSplits(QtWidgets.QWidget):
         cv.linkedsplits = self
 
         # use "indicator axis" by default
-        if xaxis is None:
-            xaxis = DynamicDateAxis(
-                orientation='bottom',
-                linkedsplits=self
-            )
+
+        # TODO: we gotta possibly assign this back
+        # to the last subplot on removal of some last subplot
+
+        xaxis = DynamicDateAxis(
+            orientation='bottom',
+            linkedsplits=self
+        )
+
+        if self.xaxis:
+            self.xaxis.hide()
+            self.xaxis = xaxis
+
+        # TODO: probably should formalize and call this something else?
+        class LambdaQFrame(QFrame):
+            '''One-off ``QFrame`` composite which pairs a chart + sidepane
+            ``FieldsForm`` (if provided).
+
+            See composite widgets docs for deats:
+            https://doc.qt.io/qt-5/qwidget.html#composite-widgets
+
+            '''
+            sidepane: FieldsForm
+            hbox: QtGui.QHBoxLayout
+            chart: Optional['ChartPlotWidget'] = None
+
+            def __init__(
+                self,
+                parent=None,
+
+            ) -> None:
+
+                super().__init__(parent)
+
+                self.sidepane = sidepane
+
+                hbox = self.hbox = QtGui.QHBoxLayout(self)
+                hbox.setAlignment(Qt.AlignTop | Qt.AlignLeft)
+                hbox.setContentsMargins(0, 0, 0, 0)
+                hbox.setSpacing(3)
+
+        qframe = LambdaQFrame(self.splitter)
 
         cpw = ChartPlotWidget(
 
             # this name will be used to register the primary
             # graphics curve managed by the subchart
             name=name,
+            data_key=array_key or name,
 
             array=array,
-            parent=self.splitter,
+            parent=qframe,
             linkedsplits=self,
             axisItems={
                 'bottom': xaxis,
@@ -391,10 +483,23 @@ class LinkedSplits(QtWidgets.QWidget):
                 'left': PriceAxis(linkedsplits=self, orientation='left'),
             },
             viewBox=cv,
-            # cursor=self.cursor,
             **cpw_kwargs,
         )
-        print(f'xaxis ps: {xaxis.pos()}')
+
+        qframe.chart = cpw
+        qframe.hbox.addWidget(cpw)
+
+        # so we can look this up and add back to the splitter
+        # on a symbol switch
+        cpw.qframe = qframe
+
+        # add sidepane **after** chart; place it on axis side
+        if sidepane:
+            qframe.hbox.addWidget(
+                sidepane,
+                alignment=Qt.AlignTop
+            )
+            cpw.sidepane = sidepane
 
         # give viewbox as reference to chart
         # allowing for kb controls and interactions on **this** widget
@@ -402,8 +507,12 @@ class LinkedSplits(QtWidgets.QWidget):
         cv.chart = cpw
 
         cpw.plotItem.vb.linkedsplits = self
-        cpw.setFrameStyle(QtWidgets.QFrame.StyledPanel)  # | QtWidgets.QFrame.Plain)
+        cpw.setFrameStyle(
+            QtWidgets.QFrame.StyledPanel
+            # | QtWidgets.QFrame.Plain)
+        )
         cpw.hideButtons()
+
         # XXX: gives us outline on backside of y-axis
         cpw.getPlotItem().setContentsMargins(*CHART_MARGINS)
 
@@ -415,10 +524,10 @@ class LinkedSplits(QtWidgets.QWidget):
 
         # draw curve graphics
         if style == 'bar':
-            cpw.draw_ohlc(name, array)
+            cpw.draw_ohlc(name, array, array_key=array_key)
 
         elif style == 'line':
-            cpw.draw_curve(name, array)
+            cpw.draw_curve(name, array, array_key=array_key)
 
         else:
             raise ValueError(f"Chart style {style} is currently unsupported")
@@ -427,11 +536,15 @@ class LinkedSplits(QtWidgets.QWidget):
             # track by name
             self.subplots[name] = cpw
 
+            if sidepane:
+                # TODO: use a "panes" collection to manage this?
+                sidepane.setMinimumWidth(self.chart.sidepane.width())
+
+            self.splitter.addWidget(qframe)
+
             # scale split regions
             self.set_split_sizes()
 
-            # XXX: we need this right?
-            # self.splitter.addWidget(cpw)
         else:
             assert style == 'bar', 'main chart must be OHLC'
 
@@ -457,23 +570,24 @@ class ChartPlotWidget(pg.PlotWidget):
 
     _l1_labels: L1Labels = None
 
-    mode_name: str = 'mode: view'
+    mode_name: str = 'view'
 
     # TODO: can take a ``background`` color setting - maybe there's
     # a better one?
 
     def __init__(
         self,
-        # the data view we generate graphics from
+
+        # the "data view" we generate graphics from
         name: str,
         array: np.ndarray,
+        data_key: str,
         linkedsplits: LinkedSplits,
 
         view_color: str = 'papas_special',
         pen_color: str = 'bracket',
 
         static_yrange: Optional[Tuple[float, float]] = None,
-        cursor: Optional[Cursor] = None,
 
         **kwargs,
     ):
@@ -491,7 +605,7 @@ class ChartPlotWidget(pg.PlotWidget):
             **kwargs
         )
         self.name = name
-        self._lc = linkedsplits
+        self.data_key = data_key
         self.linked = linkedsplits
 
         # scene-local placeholder for book graphics
@@ -535,8 +649,11 @@ class ChartPlotWidget(pg.PlotWidget):
         # for when the splitter(s) are resized
         self._vb.sigResized.connect(self._set_yrange)
 
+    @property
+    def view(self) -> ChartView:
+        return self._vb
+
     def focus(self) -> None:
-        # self.setFocus()
         self._vb.setFocus()
 
     def last_bar_in_view(self) -> int:
@@ -570,8 +687,6 @@ class ChartPlotWidget(pg.PlotWidget):
         a = self._arrays['ohlc']
         lbar = max(l, a[0]['index'])
         rbar = min(r, a[-1]['index'])
-        # lbar = max(l, 0)
-        # rbar = min(r, len(self._arrays['ohlc']))
         return l, lbar, rbar, r
 
     def default_view(
@@ -615,8 +730,12 @@ class ChartPlotWidget(pg.PlotWidget):
 
     def draw_ohlc(
         self,
+
         name: str,
         data: np.ndarray,
+
+        array_key: Optional[str] = None,
+
     ) -> pg.GraphicsObject:
         """
         Draw OHLC datums to chart.
@@ -634,7 +753,8 @@ class ChartPlotWidget(pg.PlotWidget):
         # draw after to allow self.scene() to work...
         graphics.draw_from_data(data)
 
-        self._graphics[name] = graphics
+        data_key = array_key or name
+        self._graphics[data_key] = graphics
 
         self.linked.cursor.contents_labels.add_label(
             self,
@@ -649,12 +769,17 @@ class ChartPlotWidget(pg.PlotWidget):
 
     def draw_curve(
         self,
+
         name: str,
         data: np.ndarray,
+
+        array_key: Optional[str] = None,
         overlay: bool = False,
         color: str = 'default_light',
         add_label: bool = True,
+
         **pdi_kwargs,
+
     ) -> pg.PlotDataItem:
         """Draw a "curve" (line plot graphics) for the provided data in
         the input array ``data``.
@@ -665,10 +790,12 @@ class ChartPlotWidget(pg.PlotWidget):
         }
         pdi_kwargs.update(_pdi_defaults)
 
+        data_key = array_key or name
+
         # curve = pg.PlotDataItem(
         # curve = pg.PlotCurveItem(
         curve = FastAppendCurve(
-            y=data[name],
+            y=data[data_key],
             x=data['index'],
             # antialias=True,
             name=name,
@@ -700,7 +827,7 @@ class ChartPlotWidget(pg.PlotWidget):
 
         # register curve graphics and backing array for name
         self._graphics[name] = curve
-        self._arrays[name] = data
+        self._arrays[data_key or name] = data
 
         if overlay:
             anchor_at = ('bottom', 'left')
@@ -719,7 +846,7 @@ class ChartPlotWidget(pg.PlotWidget):
             if add_label:
                 self.linked.cursor.contents_labels.add_label(
                     self,
-                    name,
+                    data_key or name,
                     anchor_at=anchor_at
                 )
 
@@ -727,13 +854,15 @@ class ChartPlotWidget(pg.PlotWidget):
 
     def _add_sticky(
         self,
+
         name: str,
         bg_color='bracket',
+
     ) -> YAxisLabel:
 
         # if the sticky is for our symbol
         # use the tick size precision for display
-        sym = self._lc.symbol
+        sym = self.linked.symbol
         if name == sym.key:
             digits = sym.digits()
         else:
@@ -766,18 +895,23 @@ class ChartPlotWidget(pg.PlotWidget):
 
     def update_curve_from_array(
         self,
+
         name: str,
         array: np.ndarray,
+        array_key: Optional[str] = None,
+
         **kwargs,
+
     ) -> pg.GraphicsObject:
         """Update the named internal graphics from ``array``.
 
         """
 
+        data_key = array_key or name
         if name not in self._overlays:
             self._arrays['ohlc'] = array
         else:
-            self._arrays[name] = array
+            self._arrays[data_key] = array
 
         curve = self._graphics[name]
 
@@ -787,7 +921,11 @@ class ChartPlotWidget(pg.PlotWidget):
             # one place to dig around this might be the `QBackingStore`
             # https://doc.qt.io/qt-5/qbackingstore.html
             # curve.setData(y=array[name], x=array['index'], **kwargs)
-            curve.update_from_array(x=array['index'], y=array[name], **kwargs)
+            curve.update_from_array(
+                x=array['index'],
+                y=array[data_key],
+                **kwargs
+            )
 
         return curve
 
@@ -983,7 +1121,7 @@ async def chart_from_quotes(
 
     last, volume = ohlcv.array[-1][['close', 'volume']]
 
-    symbol = chart._lc.symbol
+    symbol = chart.linked.symbol
 
     l1 = L1Labels(
         chart,
@@ -1001,7 +1139,7 @@ async def chart_from_quotes(
     # levels this might be dark volume we need to
     # present differently?
 
-    tick_size = chart._lc.symbol.tick_size
+    tick_size = chart.linked.symbol.tick_size
     tick_margin = 2 * tick_size
 
     last_ask = last_bid = last_clear = time.time()
@@ -1010,7 +1148,7 @@ async def chart_from_quotes(
     async for quotes in stream:
 
         # chart isn't actively shown so just skip render cycle
-        if chart._lc.isHidden():
+        if chart.linked.isHidden():
             continue
 
         for sym, quote in quotes.items():
@@ -1058,8 +1196,7 @@ async def chart_from_quotes(
 
                     if wap_in_history:
                         # update vwap overlay line
-                        chart.update_curve_from_array(
-                            'bar_wap', ohlcv.array)
+                        chart.update_curve_from_array('bar_wap', ohlcv.array)
 
                 # l1 book events
                 # throttle the book graphics updates at a lower rate
@@ -1164,9 +1301,9 @@ async def spawn_fsps(
             # Currently we spawn an actor per fsp chain but
             # likely we'll want to pool them eventually to
             # scale horizonatlly once cores are used up.
-            for fsp_func_name, conf in fsps.items():
+            for display_name, conf in fsps.items():
 
-                display_name = f'fsp.{fsp_func_name}'
+                fsp_func_name = conf['fsp_func_name']
 
                 # TODO: load function here and introspect
                 # return stream type(s)
@@ -1174,7 +1311,7 @@ async def spawn_fsps(
                 # TODO: should `index` be a required internal field?
                 fsp_dtype = np.dtype([('index', int), (fsp_func_name, float)])
 
-                key = f'{sym}.' + display_name
+                key = f'{sym}.fsp.' + display_name
 
                 # this is all sync currently
                 shm, opened = maybe_open_shm_array(
@@ -1192,7 +1329,7 @@ async def spawn_fsps(
 
                 portal = await n.start_actor(
                     enable_modules=['piker.fsp'],
-                    name=display_name,
+                    name='fsp.' + display_name,
                 )
 
                 # init async
@@ -1231,23 +1368,45 @@ async def run_fsp(
     config map.
     """
     done = linkedsplits.window().status_bar.open_status(
-        f'loading {display_name}..',
+        f'loading fsp, {display_name}..',
         group_key=group_status_key,
     )
 
-    async with portal.open_stream_from(
+    async with (
+        portal.open_stream_from(
 
-        # subactor entrypoint
-        fsp.cascade,
+            # subactor entrypoint
+            fsp.cascade,
 
-        # name as title of sub-chart
-        brokername=brokermod.name,
-        src_shm_token=src_shm.token,
-        dst_shm_token=conf['shm'].token,
-        symbol=sym,
-        fsp_func_name=fsp_func_name,
+            # name as title of sub-chart
+            brokername=brokermod.name,
+            src_shm_token=src_shm.token,
+            dst_shm_token=conf['shm'].token,
+            symbol=sym,
+            fsp_func_name=fsp_func_name,
 
-    ) as stream:
+        ) as stream,
+
+        open_form(
+            godwidget=linkedsplits.godwidget,
+            parent=linkedsplits.godwidget,
+            fields_schema={
+                'name': {
+                    'label': '**fsp**:',
+                    'type': 'select',
+                    'default_value': [
+                        f'{display_name}'
+                    ],
+                },
+                'period': {
+                    'label': '**period**:',
+                    'type': 'edit',
+                    'default_value': 14,
+                },
+            },
+        ) as sidepane,
+
+    ):
 
         # receive last index for processed historical
         # data-array as first msg
@@ -1267,9 +1426,12 @@ async def run_fsp(
         else:
 
             chart = linkedsplits.add_plot(
-                name=fsp_func_name,
+                name=display_name,
                 array=shm.array,
 
+                array_key=conf['fsp_func_name'],
+                sidepane=sidepane,
+
                 # curve by default
                 ohlc=False,
 
@@ -1278,12 +1440,6 @@ async def run_fsp(
                 # static_yrange=(0, 100),
             )
 
-            # display contents labels asap
-            chart.linked.cursor.contents_labels.update_labels(
-                len(shm.array) - 1,
-                # fsp_func_name
-            )
-
             # XXX: ONLY for sub-chart fsps, overlays have their
             # data looked up from the chart's internal array set.
             # TODO: we must get a data view api going STAT!!
@@ -1297,14 +1453,23 @@ async def run_fsp(
 
             # read from last calculated value
             array = shm.array
+
+            # XXX: fsp func names are unique meaning we don't have
+            # duplicates of the underlying data even if multiple
+            # sub-charts reference it under different 'named charts'.
             value = array[fsp_func_name][-1]
+
             last_val_sticky.update_from_data(-1, value)
 
-        chart._lc.focus()
+        chart.linked.focus()
 
         # works also for overlays in which case data is looked up from
         # internal chart array set....
-        chart.update_curve_from_array(fsp_func_name, shm.array)
+        chart.update_curve_from_array(
+            display_name,
+            shm.array,
+            array_key=fsp_func_name
+        )
 
         # TODO: figure out if we can roll our own `FillToThreshold` to
         # get brush filled polygons for OS/OB conditions.
@@ -1317,7 +1482,7 @@ async def run_fsp(
         # graphics.curve.setFillLevel(50)
 
         if fsp_func_name == 'rsi':
-            from ._graphics._lines import level_line
+            from ._lines import level_line
             # add moveable over-[sold/bought] lines
             # and labels only for the 70/30 lines
             level_line(chart, 20)
@@ -1335,7 +1500,7 @@ async def run_fsp(
         async for value in stream:
 
             # chart isn't actively shown so just skip render cycle
-            if chart._lc.isHidden():
+            if chart.linked.isHidden():
                 continue
 
             now = time.time()
@@ -1368,7 +1533,11 @@ async def run_fsp(
                 last_val_sticky.update_from_data(-1, value)
 
             # update graphics
-            chart.update_curve_from_array(fsp_func_name, array)
+            chart.update_curve_from_array(
+                display_name,
+                array,
+                array_key=fsp_func_name,
+            )
 
             # set time of last graphics update
             last = now
@@ -1423,7 +1592,11 @@ async def check_for_new_bars(feed, ohlcv, linkedsplits):
                 )
 
             for name, chart in linkedsplits.subplots.items():
-                chart.update_curve_from_array(chart.name, chart._shm.array)
+                chart.update_curve_from_array(
+                    chart.name,
+                    chart._shm.array,
+                    array_key=chart.data_key
+                )
 
             # shift the view if in follow mode
             price_chart.increment_view()
@@ -1462,8 +1635,7 @@ async def display_symbol_data(
     # )
 
     async with(
-
-        data.open_feed(
+        data.feed.open_feed(
             provider,
             [sym],
             loglevel=loglevel,
@@ -1472,8 +1644,21 @@ async def display_symbol_data(
             tick_throttle=_clear_throttle_rate,
 
         ) as feed,
-
+        trio.open_nursery() as n,
     ):
+        async def print_quotes():
+            async with feed.stream.subscribe() as bstream:
+                last_tick = time.time()
+                async for quotes in bstream:
+                    now = time.time()
+                    period = now - last_tick
+                    for sym, quote in quotes.items():
+                        ticks = quote.get('ticks', ())
+                        if ticks:
+                            print(f'{1/period} Hz')
+                            last_tick = time.time()
+
+        n.start_soon(print_quotes)
 
         ohlcv: ShmArray = feed.shm
         bars = ohlcv.array
@@ -1513,6 +1698,14 @@ async def display_symbol_data(
         # TODO: eventually we'll support some kind of n-compose syntax
         fsp_conf = {
             'rsi': {
+                'fsp_func_name': 'rsi',
+                'period': 14,
+                'chart_kwargs': {
+                    'static_yrange': (0, 100),
+                },
+            },
+            'rsi2': {
+                'fsp_func_name': 'rsi',
                 'period': 14,
                 'chart_kwargs': {
                     'static_yrange': (0, 100),
@@ -1535,6 +1728,7 @@ async def display_symbol_data(
         else:
             fsp_conf.update({
                 'vwap': {
+                    'fsp_func_name': 'vwap',
                     'overlay': True,
                     'anchor': 'session',
                 },
@@ -1574,7 +1768,12 @@ async def display_symbol_data(
                 linkedsplits
             )
 
-            await start_order_mode(chart, symbol, provider, order_mode_started)
+            await run_order_mode(
+                chart,
+                symbol,
+                provider,
+                order_mode_started
+            )
 
 
 async def load_provider_search(
@@ -1640,7 +1839,56 @@ async def _async_main(
     sbar = godwidget.window.status_bar
     starting_done = sbar.open_status('starting ze sexy chartz')
 
-    async with trio.open_nursery() as root_n:
+    # generate order mode side-pane UI
+
+    async with (
+        trio.open_nursery() as root_n,
+
+        # fields form to configure order entry
+        open_form(
+            godwidget=godwidget,
+            parent=godwidget,
+            fields_schema={
+                'account': {
+                    'type': 'select',
+                    'default_value': [
+                        'paper',
+                        # 'ib.margin',
+                        # 'ib.paper',
+                    ],
+                },
+                'size_unit': {
+                    'label': '**allocate**:',
+                    'type': 'select',
+                    'default_value': [
+                        '$ size',
+                        '% of port',
+                        '# shares'
+                    ],
+                },
+                'disti_weight': {
+                    'label': '**weight**:',
+                    'type': 'select',
+                    'default_value': ['uniform'],
+                },
+                'size': {
+                    'label': '**size**:',
+                    'type': 'edit',
+                    'default_value': 5000,
+                },
+                'slots': {
+                    'type': 'edit',
+                    'default_value': 4,
+                },
+            },
+        ) as pp_config,
+    ):
+        pp_config: FieldsForm
+        mk_order_pane_layout(pp_config)
+        pp_config.show()
+
+        # add as next-to-y-axis pane
+        godwidget.pp_config = pp_config
 
         # set root nursery and task stack for spawning other charts/feeds
         # that run cached in the bg
@@ -1687,13 +1935,13 @@ async def _async_main(
             # start handling search bar kb inputs
             async with (
 
-                _event.open_handler(
-                    search.bar,
+                _event.open_handlers(
+                    [search.bar],
                     event_types={QEvent.KeyPress},
                     async_handler=_search.handle_keyboard_input,
                     # let key repeats pass through for search
                     filter_auto_repeats=False,
-                )
+                ),
             ):
                 # remove startup status text
                 starting_done()

piker/ui/_cursor.py

@@ -27,13 +27,13 @@ import pyqtgraph as pg
 from PyQt5 import QtCore, QtGui, QtWidgets
 from PyQt5.QtCore import QPointF, QRectF
 
-from .._style import (
+from ._style import (
     _xaxis_at,
     hcolor,
     _font_small,
 )
-from .._axes import YAxisLabel, XAxisLabel
-from ...log import get_logger
+from ._axes import YAxisLabel, XAxisLabel
+from ..log import get_logger
 
 
 log = get_logger(__name__)
@@ -42,7 +42,7 @@ log = get_logger(__name__)
 # latency (in terms of perceived lag in cross hair) so really be sure
 # there's an improvement if you want to change it!
 _mouse_rate_limit = 60  # TODO; should we calc current screen refresh rate?
-_debounce_delay = 1 / 2e3
+_debounce_delay = 1 / 1e3
 _ch_label_opac = 1
 
 
@@ -52,12 +52,15 @@ class LineDot(pg.CurvePoint):
 
     def __init__(
         self,
+
         curve: pg.PlotCurveItem,
         index: int,
+
         plot: 'ChartPlotWidget',  # type: ingore # noqa
         pos=None,
         size: int = 6,  # in pxs
         color: str = 'default_light',
+
     ) -> None:
         pg.CurvePoint.__init__(
             self,
@@ -88,7 +91,9 @@ class LineDot(pg.CurvePoint):
 
     def event(
         self,
+
         ev: QtCore.QEvent,
+
     ) -> None:
         if not isinstance(
             ev, QtCore.QDynamicPropertyChangeEvent
@@ -132,8 +137,8 @@ class ContentsLabel(pg.LabelItem):
     }
 
     def __init__(
-
         self,
+
         # chart: 'ChartPlotWidget',  # noqa
         view: pg.ViewBox,
 
@@ -167,8 +172,8 @@ class ContentsLabel(pg.LabelItem):
         self.anchor(itemPos=index, parentPos=index, offset=margins)
 
     def update_from_ohlc(
-
         self,
+
         name: str,
         index: int,
         array: np.ndarray,
@@ -194,8 +199,8 @@ class ContentsLabel(pg.LabelItem):
         )
 
     def update_from_value(
-
         self,
+
         name: str,
         index: int,
         array: np.ndarray,
@@ -239,6 +244,7 @@ class ContentsLabels:
 
             if not (index >= 0 and index < chart._arrays['ohlc'][-1]['index']):
                 # out of range
+                print('out of range?')
                 continue
 
             array = chart._arrays[name]
@@ -272,13 +278,15 @@ class ContentsLabels:
         self._labels.append(
             (chart, name, label, partial(update_func, label, name))
         )
-        # label.hide()
+        label.hide()
 
         return label
 
 
 class Cursor(pg.GraphicsObject):
+    '''Multi-plot cursor for use on a ``LinkedSplits`` chart (set).
 
+    '''
     def __init__(
 
         self,

piker/ui/_curve.py

@@ -23,7 +23,7 @@ from typing import Tuple
 import pyqtgraph as pg
 from PyQt5 import QtCore, QtGui, QtWidgets
 
-from ..._profile import pg_profile_enabled
+from .._profile import pg_profile_enabled
 
 
 # TODO: got a feeling that dropping this inheritance gets us even more speedups

piker/ui/_editors.py

@@ -28,7 +28,7 @@ from PyQt5.QtCore import QPointF
 import numpy as np
 
 from ._style import hcolor, _font
-from ._graphics._lines import order_line, LevelLine
+from ._lines import order_line, LevelLine
 from ..log import get_logger
 
 
@@ -105,11 +105,16 @@ class LineEditor:
 
         # fields settings
         size: Optional[int] = None,
+
     ) -> LevelLine:
         """Stage a line at the current chart's cursor position
         and return it.
 
         """
+        if self.chart is None:
+            log.error('No chart interaction yet available')
+            return None
+
         # chart.setCursor(QtCore.Qt.PointingHandCursor)
         cursor = self.chart.linked.cursor
         if not cursor:
@@ -118,7 +123,7 @@ class LineEditor:
         chart = cursor.active_plot
         y = cursor._datum_xy[1]
 
-        symbol = chart._lc.symbol
+        symbol = chart.linked.symbol
 
         # add a "staged" cursor-tracking line to view
         # and cash it in a a var
@@ -128,10 +133,14 @@ class LineEditor:
         line = order_line(
             chart,
 
+            # TODO: convert these values into human-readable form
+            # (i.e. with k, m, M, B) type embedded suffixes
             level=y,
             level_digits=symbol.digits(),
+
             size=size,
-            size_digits=symbol.lot_digits(),
+            # TODO: we need truncation checks in the EMS for this?
+            # size_digits=min(symbol.lot_digits(), 3),
 
             # just for the stage line to avoid
             # flickering while moving the cursor
@@ -194,7 +203,7 @@ class LineEditor:
         if not line:
             raise RuntimeError("No line is currently staged!?")
 
-        sym = chart._lc.symbol
+        sym = chart.linked.symbol
 
         line = order_line(
             chart,
@@ -204,7 +213,8 @@ class LineEditor:
             level_digits=sym.digits(),
 
             size=size,
-            size_digits=sym.lot_digits(),
+            # TODO: we need truncation checks in the EMS for this?
+            # size_digits=sym.lot_digits(),
 
             # LevelLine kwargs
             color=line.color,
@@ -237,7 +247,6 @@ class LineEditor:
             log.warning(f'No line for {uuid} could be found?')
             return
         else:
-            assert line.oid == uuid
             line.show_labels()
 
             # TODO: other flashy things to indicate the order is active
@@ -260,18 +269,16 @@ class LineEditor:
         self,
         line: LevelLine = None,
         uuid: str = None,
-    ) -> LevelLine:
-        """Remove a line by refernce or uuid.
+
+    ) -> Optional[LevelLine]:
+        '''Remove a line by refernce or uuid.
 
         If no lines or ids are provided remove all lines under the
         cursor position.
 
-        """
-        if line:
-            uuid = line.oid
-
+        '''
         # try to look up line from our registry
-        line = self._order_lines.pop(uuid, None)
+        line = self._order_lines.pop(uuid, line)
         if line:
 
             # if hovered remove from cursor set
@@ -284,8 +291,13 @@ class LineEditor:
                 # just because we never got a un-hover event
                 cursor.show_xhair()
 
+            log.debug(f'deleting {line} with oid: {uuid}')
             line.delete()
-            return line
+
+        else:
+            log.warning(f'Could not find line for {line}')
+
+        return line
 
 
 class SelectRect(QtGui.QGraphicsRectItem):

piker/ui/_event.py

@@ -18,13 +18,42 @@
 Qt event proxying and processing using ``trio`` mem chans.
 
 """
-from contextlib import asynccontextmanager
+from contextlib import asynccontextmanager, AsyncExitStack
 from typing import Callable
 
 from PyQt5 import QtCore
 from PyQt5.QtCore import QEvent
 from PyQt5.QtWidgets import QWidget
 import trio
+from pydantic import BaseModel
+
+
+# TODO: maybe consider some constrained ints down the road?
+# https://pydantic-docs.helpmanual.io/usage/types/#constrained-types
+
+class KeyboardMsg(BaseModel):
+    '''Unpacked Qt keyboard event data.
+
+    '''
+    event: QEvent
+    etype: int
+    key: int
+    mods: int
+    txt: str
+
+    class Config:
+        arbitrary_types_allowed = True
+
+    def to_tuple(self) -> tuple:
+        return tuple(self.dict().values())
+
+
+# TODO: maybe add some methods to detect key combos? Or is that gonna be
+# better with pattern matching?
+# # ctl + alt as combo
+# ctlalt = False
+# if (QtCore.Qt.AltModifier | QtCore.Qt.ControlModifier) == mods:
+#     ctlalt = True
 
 
 class EventRelay(QtCore.QObject):
@@ -67,22 +96,26 @@ class EventRelay(QtCore.QObject):
 
             if etype in {QEvent.KeyPress, QEvent.KeyRelease}:
 
+                msg = KeyboardMsg(
+                    event=ev,
+                    etype=ev.type(),
+                    key=ev.key(),
+                    mods=ev.modifiers(),
+                    txt=ev.text(),
+                )
+
                 # TODO: is there a global setting for this?
                 if ev.isAutoRepeat() and self._filter_auto_repeats:
                     ev.ignore()
                     return True
 
-                key = ev.key()
-                mods = ev.modifiers()
-                txt = ev.text()
-
                 # NOTE: the event object instance coming out
                 # the other side is mutated since Qt resumes event
                 # processing **before** running a ``trio`` guest mode
                 # tick, thus special handling or copying must be done.
 
-                # send elements to async handler
-                self._send_chan.send_nowait((ev, etype, key, mods, txt))
+                # send keyboard msg to async handler
+                self._send_chan.send_nowait(msg)
 
             else:
                 # send event to async handler
@@ -124,9 +157,9 @@ async def open_event_stream(
 
 
 @asynccontextmanager
-async def open_handler(
+async def open_handlers(
 
-    source_widget: QWidget,
+    source_widgets: list[QWidget],
     event_types: set[QEvent],
     async_handler: Callable[[QWidget, trio.abc.ReceiveChannel], None],
     **kwargs,
@@ -135,7 +168,13 @@ async def open_handler(
 
     async with (
         trio.open_nursery() as n,
-        open_event_stream(source_widget, event_types, **kwargs) as event_recv_stream,
+        AsyncExitStack() as stack,
     ):
-        n.start_soon(async_handler, source_widget, event_recv_stream)
+        for widget in source_widgets:
+
+            event_recv_stream = await stack.enter_async_context(
+                open_event_stream(widget, event_types, **kwargs)
+            )
+            n.start_soon(async_handler, widget, event_recv_stream)
+
         yield

piker/ui/_exec.py

@@ -99,6 +99,9 @@ def run_qtractor(
     # "This is substantially faster than using a signal... for some
     # reason Qt signal dispatch is really slow (and relies on events
     # underneath anyway, so this is strictly less work)."
+
+    # source gist and credit to njs:
+    # https://gist.github.com/njsmith/d996e80b700a339e0623f97f48bcf0cb
     REENTER_EVENT = QtCore.QEvent.Type(QtCore.QEvent.registerEventType())
 
     class ReenterEvent(QtCore.QEvent):

piker/ui/_forms.py

@@ -0,0 +1,621 @@
+# piker: trading gear for hackers
+# Copyright (C) Tyler Goodlet (in stewardship for pikers)
+
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+# GNU Affero General Public License for more details.
+
+# You should have received a copy of the GNU Affero General Public License
+# along with this program.  If not, see <https://www.gnu.org/licenses/>.
+
+'''
+Text entry "forms" widgets (mostly for configuration and UI user input).
+
+'''
+from __future__ import annotations
+from contextlib import asynccontextmanager
+from functools import partial
+from textwrap import dedent
+import math
+from typing import Optional
+
+import trio
+from PyQt5 import QtCore, QtGui
+from PyQt5.QtCore import QSize, QModelIndex, Qt, QEvent
+from PyQt5.QtWidgets import (
+    QWidget,
+    QLabel,
+    QComboBox,
+    QLineEdit,
+    QHBoxLayout,
+    QVBoxLayout,
+    QFormLayout,
+    QProgressBar,
+    QSizePolicy,
+    QStyledItemDelegate,
+    QStyleOptionViewItem,
+)
+
+from ._event import open_handlers
+from ._style import hcolor, _font, _font_small, DpiAwareFont
+
+
+class FontAndChartAwareLineEdit(QLineEdit):
+
+    def __init__(
+
+        self,
+        parent: QWidget,
+        # parent_chart: QWidget,  # noqa
+        font: DpiAwareFont = _font,
+        width_in_chars: int = None,
+
+    ) -> None:
+
+        # self.setContextMenuPolicy(Qt.CustomContextMenu)
+        # self.customContextMenuRequested.connect(self.show_menu)
+        # self.setStyleSheet(f"font: 18px")
+
+        self.dpi_font = font
+        # self.godwidget = parent_chart
+
+        if width_in_chars:
+            self._chars = int(width_in_chars)
+
+        else:
+            # chart count which will be used to calculate
+            # width of input field.
+            self._chars: int = 9
+
+        super().__init__(parent)
+        # size it as we specify
+        # https://doc.qt.io/qt-5/qsizepolicy.html#Policy-enum
+        self.setSizePolicy(
+            QSizePolicy.Expanding,
+            QSizePolicy.Fixed,
+        )
+        self.setFont(font.font)
+
+        # witty bit of margin
+        self.setTextMargins(2, 2, 2, 2)
+
+    def sizeHint(self) -> QSize:
+        """
+        Scale edit box to size of dpi aware font.
+
+        """
+        psh = super().sizeHint()
+
+        dpi_font = self.dpi_font
+        psh.setHeight(dpi_font.px_size + 2)
+
+        # space for ``._chars: int``
+        char_w_pxs = dpi_font.boundingRect(self.text()).width()
+        chars_w = char_w_pxs + 6  # * dpi_font.scale() * self._chars
+        psh.setWidth(chars_w)
+
+        return psh
+
+    def set_width_in_chars(
+        self,
+        chars: int,
+
+    ) -> None:
+        self._chars = chars
+        self.sizeHint()
+        self.update()
+
+    def focus(self) -> None:
+        self.selectAll()
+        self.show()
+        self.setFocus()
+
+
+class FontScaledDelegate(QStyledItemDelegate):
+    '''
+    Super simple view delegate to render text in the same
+    font size as the search widget.
+
+    '''
+    def __init__(
+        self,
+
+        parent=None,
+        font: DpiAwareFont = _font,
+
+    ) -> None:
+
+        super().__init__(parent)
+        self.dpi_font = font
+
+    def sizeHint(
+        self,
+
+        option: QStyleOptionViewItem,
+        index: QModelIndex,
+
+    ) -> QSize:
+
+        # value = index.data()
+        # br = self.dpi_font.boundingRect(value)
+        # w, h = br.width(), br.height()
+        parent = self.parent()
+
+        if getattr(parent, '_max_item_size', None):
+            return QSize(*self.parent()._max_item_size)
+
+        else:
+            return super().sizeHint(option, index)
+
+
+# slew of resources which helped get this where it is:
+# https://stackoverflow.com/questions/20648210/qcombobox-adjusttocontents-changing-height
+# https://stackoverflow.com/questions/3151798/how-do-i-set-the-qcombobox-width-to-fit-the-largest-item
+# https://stackoverflow.com/questions/6337589/qlistwidget-adjust-size-to-content#6370892
+# https://stackoverflow.com/questions/25304267/qt-resize-of-qlistview
+# https://stackoverflow.com/questions/28227406/how-to-set-qlistview-rows-height-permanently
+
+class FieldsForm(QWidget):
+
+    godwidget: 'GodWidget'  # noqa
+    vbox: QVBoxLayout
+    form: QFormLayout
+
+    def __init__(
+        self,
+
+        godwidget: 'GodWidget',  # type: ignore # noqa
+        parent=None,
+
+    ) -> None:
+
+        super().__init__(parent or godwidget)
+        self.godwidget = godwidget
+
+        # size it as we specify
+        self.setSizePolicy(
+            QSizePolicy.Expanding,
+            QSizePolicy.Expanding,
+        )
+
+        # XXX: not sure why we have to create this here exactly
+        # (instead of in the pane creation routine) but it's
+        # here and is managed by downstream layout routines.
+        # best guess is that you have to create layouts in order
+        # of hierarchy in order for things to display correctly?
+        # TODO: we may want to hand this *down* from some "pane manager"
+        # thing eventually?
+        self.vbox = QVBoxLayout(self)
+        self.vbox.setAlignment(Qt.AlignVCenter)
+        self.vbox.setContentsMargins(0, 4, 3, 6)
+        self.vbox.setSpacing(0)
+
+        # split layout for the (<label>: |<widget>|) parameters entry
+        self.form = QFormLayout(self)
+        self.form.setAlignment(Qt.AlignTop | Qt.AlignLeft)
+        self.form.setContentsMargins(0, 0, 0, 0)
+        self.form.setSpacing(3)
+        self.form.setHorizontalSpacing(0)
+
+        self.vbox.addLayout(self.form, stretch=1/3)
+
+        self.labels: dict[str, QLabel] = {}
+        self.fields: dict[str, QWidget] = {}
+
+        self._font_size = _font_small.px_size - 2
+        self._max_item_width: (float, float) = 0, 0
+
+    def add_field_label(
+        self,
+
+        name: str,
+
+        font_size: Optional[int] = None,
+        font_color: str = 'default_lightest',
+
+    ) -> QtGui.QLabel:
+
+        # add label to left of search bar
+        self.label = label = QtGui.QLabel()
+        font_size = font_size or self._font_size - 2
+        label.setStyleSheet(
+            f"""QLabel {{
+                color : {hcolor(font_color)};
+                font-size : {font_size}px;
+            }}
+            """
+        )
+        label.setFont(_font.font)
+        label.setTextFormat(Qt.MarkdownText)  # markdown
+        label.setMargin(0)
+
+        label.setText(name)
+
+        label.setAlignment(
+            QtCore.Qt.AlignVCenter
+            | QtCore.Qt.AlignLeft
+        )
+
+        # for later lookup
+        self.labels[name] = label
+
+        return label
+
+    def add_edit_field(
+        self,
+
+        name: str,
+        value: str,
+
+    ) -> FontAndChartAwareLineEdit:
+
+        # TODO: maybe a distint layout per "field" item?
+        label = self.add_field_label(name)
+
+        edit = FontAndChartAwareLineEdit(
+            parent=self,
+        )
+        edit.setStyleSheet(
+            f"""QLineEdit {{
+                color : {hcolor('gunmetal')};
+                font-size : {self._font_size}px;
+            }}
+            """
+        )
+        edit.setText(str(value))
+        self.form.addRow(label, edit)
+
+        self.fields[name] = edit
+
+        return edit
+
+    def add_select_field(
+        self,
+
+        name: str,
+        values: list[str],
+
+    ) -> QComboBox:
+
+        # TODO: maybe a distint layout per "field" item?
+        label = self.add_field_label(name)
+
+        select = QComboBox(self)
+        select._key = name
+
+        for i, value in enumerate(values):
+            select.insertItem(i, str(value))
+
+        select.setStyleSheet(
+            f"""QComboBox {{
+                color : {hcolor('gunmetal')};
+                font-size : {self._font_size}px;
+            }}
+            """
+        )
+        select.setSizeAdjustPolicy(QComboBox.AdjustToContents)
+        select.setIconSize(QSize(0, 0))
+        self.setSizePolicy(
+            QSizePolicy.Fixed,
+            QSizePolicy.Fixed,
+        )
+        view = select.view()
+        view.setUniformItemSizes(True)
+        view.setItemDelegate(FontScaledDelegate(view))
+
+        # compute maximum item size so that the weird
+        # "style item delegate" thing can then specify
+        # that size on each item...
+        values.sort()
+        br = _font.boundingRect(str(values[-1]))
+        w, h = br.width(), br.height()
+
+        # TODO: something better then this monkey patch
+        view._max_item_size = w, h
+
+        # limit to 6 items?
+        view.setMaximumHeight(6*h)
+        # one entry in view
+        select.setMinimumHeight(h)
+
+        select.show()
+
+        self.form.addRow(label, select)
+
+        return select
+
+
+async def handle_field_input(
+
+    widget: QWidget,
+    # last_widget: QWidget,  # had focus prior
+    recv_chan: trio.abc.ReceiveChannel,
+    fields: FieldsForm,
+    allocator: Allocator,  # noqa
+
+) -> None:
+
+    async for kbmsg in recv_chan:
+
+        if kbmsg.etype in {QEvent.KeyPress, QEvent.KeyRelease}:
+            event, etype, key, mods, txt = kbmsg.to_tuple()
+            print(f'key: {kbmsg.key}, mods: {kbmsg.mods}, txt: {kbmsg.txt}')
+
+            # default controls set
+            ctl = False
+            if kbmsg.mods == Qt.ControlModifier:
+                ctl = True
+
+            if ctl and key in {  # cancel and refocus
+
+                Qt.Key_C,
+                Qt.Key_Space,  # i feel like this is the "native" one
+                Qt.Key_Alt,
+            }:
+
+                widget.clearFocus()
+                fields.godwidget.focus()
+                continue
+
+            # process field input
+            if key in (Qt.Key_Enter, Qt.Key_Return):
+                value = widget.text()
+                key = widget._key
+                setattr(allocator, key, value)
+                print(allocator.dict())
+
+
+@asynccontextmanager
+async def open_form(
+
+    godwidget: QWidget,
+    parent: QWidget,
+    fields_schema: dict,
+    # alloc: Allocator,
+    # orientation: str = 'horizontal',
+
+) -> FieldsForm:
+
+    fields = FieldsForm(godwidget, parent=parent)
+    from ._position import mk_pp_alloc
+    alloc = mk_pp_alloc()
+    fields.model = alloc
+
+    for name, config in fields_schema.items():
+        wtype = config['type']
+        label = str(config.get('label', name))
+
+        # plain (line) edit field
+        if wtype == 'edit':
+            w = fields.add_edit_field(
+                label,
+                config['default_value']
+            )
+
+        # drop-down selection
+        elif wtype == 'select':
+            values = list(config['default_value'])
+            w = fields.add_select_field(
+                label,
+                values
+            )
+
+            def write_model(text: str):
+                print(f'{text}')
+                setattr(alloc, name, text)
+
+            w.currentTextChanged.connect(write_model)
+
+        w._key = name
+
+    async with open_handlers(
+
+        list(fields.fields.values()),
+        event_types={
+            QEvent.KeyPress,
+        },
+
+        async_handler=partial(
+            handle_field_input,
+            fields=fields,
+            allocator=alloc,
+        ),
+
+        # block key repeats?
+        filter_auto_repeats=True,
+    ):
+        yield fields
+
+
+def mk_fill_status_bar(
+
+    fields: FieldsForm,
+    pane_vbox: QVBoxLayout,
+    bar_h: int = 250,
+
+) -> (QHBoxLayout, QProgressBar):
+
+    w = fields.width()
+    # indent = 18
+    # bracket_val = 0.375 * 0.666 * w
+    # indent = bracket_val / (1 + 5/8)
+
+    # TODO: once things are sized to screen
+    label_font = DpiAwareFont()
+    label_font._set_qfont_px_size(_font.px_size - 6)
+    br = label_font.boundingRect(f'{3.32:.1f}% port')
+    w, h = br.width(), br.height()
+    bar_h = 8/3 * w
+
+    # PnL on lhs
+    bar_labels_lhs = QVBoxLayout(fields)
+    left_label = fields.add_field_label(
+        dedent(f"""
+        -{30}% PnL
+        """),
+        font_size=_font.px_size - 6,
+        font_color='gunmetal',
+    )
+
+    bar_labels_lhs.addSpacing(5/8 * bar_h)
+    bar_labels_lhs.addWidget(
+        left_label,
+        alignment=Qt.AlignLeft | Qt.AlignTop,
+    )
+
+    hbox = QHBoxLayout(fields)
+
+    hbox.addLayout(bar_labels_lhs)
+    # hbox.addSpacing(indent)  # push to right a bit
+
+    # config
+    # hbox.setSpacing(indent * 0.375)
+    hbox.setSpacing(0)
+    hbox.setAlignment(Qt.AlignTop | Qt.AlignLeft)
+    hbox.setContentsMargins(0, 0, 0, 0)
+
+    # TODO: use percentage str formatter:
+    # https://docs.python.org/3/library/string.html#grammar-token-precision
+
+    top_label = fields.add_field_label(
+        dedent(f"""
+        {3.32:.1f}% port
+        """),
+        font_size=_font.px_size - 6,
+        font_color='gunmetal',
+    )
+
+    bottom_label = fields.add_field_label(
+        dedent(f"""
+        {5e3/4/1e3:.2f}k $fill\n
+        """),
+        font_size=_font.px_size - 6,
+        font_color='gunmetal',
+    )
+
+    bar = QProgressBar(fields)
+
+    hbox.addWidget(bar, alignment=Qt.AlignLeft | Qt.AlignTop)
+
+    bar_labels_rhs_vbox = QVBoxLayout(fields)
+    bar_labels_rhs_vbox.addWidget(
+        top_label,
+        alignment=Qt.AlignLeft | Qt.AlignTop
+    )
+    bar_labels_rhs_vbox.addWidget(
+        bottom_label,
+        alignment=Qt.AlignLeft | Qt.AlignBottom
+    )
+
+    hbox.addLayout(bar_labels_rhs_vbox)
+
+    # compute "chunk" sizes for fill-status-bar based on some static height
+    slots = 4
+    border_size_px = 2
+    slot_margin_px = 2
+
+    # TODO: compute "used height" thus far and mostly fill the rest
+    slot_height_px = math.floor(
+        (bar_h - 2*border_size_px)/slots
+    ) - slot_margin_px*1
+
+    bar.setOrientation(Qt.Vertical)
+    bar.setStyleSheet(
+        f"""
+        QProgressBar {{
+
+            text-align: center;
+
+            font-size : {fields._font_size - 2}px;
+
+            background-color: {hcolor('papas_special')};
+            color : {hcolor('papas_special')};
+
+            border: {border_size_px}px solid {hcolor('default_light')};
+            border-radius: 2px;
+        }}
+
+        QProgressBar::chunk {{
+
+            background-color: {hcolor('default_spotlight')};
+            color: {hcolor('papas_special')};
+
+            border-radius: 2px;
+
+            margin: {slot_margin_px}px;
+            height: {slot_height_px}px;
+
+        }}
+        """
+    )
+
+    # margin-bottom: {slot_margin_px*2}px;
+    # margin-top: {slot_margin_px*2}px;
+    # color: #19232D;
+    # width: 10px;
+
+    bar.setRange(0, slots)
+    bar.setValue(1)
+    bar.setFormat('')
+    bar.setMinimumHeight(bar_h)
+    bar.setMaximumHeight(bar_h + slots*slot_margin_px)
+    bar.setMinimumWidth(h * 1.375)
+    bar.setMaximumWidth(h * 1.375)
+
+    return hbox, bar
+
+
+def mk_order_pane_layout(
+
+    fields: FieldsForm,
+    font_size: int = _font_small.px_size - 2
+
+) -> FieldsForm:
+
+    # TODO: maybe just allocate the whole fields form here
+    # and expect an async ctx entry?
+
+    fields._font_size = font_size
+
+    # top level pane layout
+    # XXX: see ``FieldsForm.__init__()`` for why we can't do basic
+    # config of the vbox here
+    vbox = fields.vbox
+
+    # _, h = fields.width(), fields.height()
+    # print(f'w, h: {w, h}')
+
+    hbox, bar = mk_fill_status_bar(fields, pane_vbox=vbox)
+
+    # add pp fill bar + spacing
+    vbox.addLayout(hbox, stretch=1/3)
+
+    feed_label = fields.add_field_label(
+        dedent("""
+        brokerd.ib\n
+        |_@localhost:8509\n
+        |_consumers: 4\n
+        |_streams: 9\n
+        """),
+        font_size=_font.px_size - 5,
+    )
+
+    # add feed info label
+    vbox.addWidget(
+        feed_label,
+        alignment=Qt.AlignBottom,
+        stretch=1/3,
+    )
+
+    # TODO: handle resize events and appropriately scale this
+    # to the sidepane height?
+    # https://doc.qt.io/qt-5/layout.html#adding-widgets-to-a-layout
+    vbox.setSpacing(36)
+
+    return fields

piker/ui/_graphics/__init__.py

@@ -1,20 +0,0 @@
-# piker: trading gear for hackers
-# Copyright (C) 2018-present  Tyler Goodlet (in stewardship of piker0)
-
-# This program is free software: you can redistribute it and/or modify
-# it under the terms of the GNU Affero General Public License as published by
-# the Free Software Foundation, either version 3 of the License, or
-# (at your option) any later version.
-
-# This program is distributed in the hope that it will be useful,
-# but WITHOUT ANY WARRANTY; without even the implied warranty of
-# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
-# GNU Affero General Public License for more details.
-
-# You should have received a copy of the GNU Affero General Public License
-# along with this program.  If not, see <https://www.gnu.org/licenses/>.
-
-"""
-Internal custom graphics mostly built for low latency and reuse.
-
-"""

piker/ui/_interaction.py

@@ -32,7 +32,6 @@ import trio
 from ..log import get_logger
 from ._style import _min_points_to_show
 from ._editors import SelectRect
-from ._window import main_window
 
 
 log = get_logger(__name__)
@@ -65,7 +64,8 @@ async def handle_viewmode_inputs(
         'cc': mode.cancel_all_orders,
     }
 
-    async for event, etype, key, mods, text in recv_chan:
+    async for kbmsg in recv_chan:
+        event, etype, key, mods, text = kbmsg.to_tuple()
         log.debug(f'key: {key}, mods: {mods}, text: {text}')
         now = time.time()
         period = now - last
@@ -115,7 +115,7 @@ async def handle_viewmode_inputs(
                     Qt.Key_Space,
                 }
             ):
-                view._chart._lc.godwidget.search.focus()
+                view._chart.linked.godwidget.search.focus()
 
             # esc and ctrl-c
             if key == Qt.Key_Escape or (ctrl and key == Qt.Key_C):
@@ -163,9 +163,20 @@ async def handle_viewmode_inputs(
         else:
             view.setMouseMode(ViewBox.PanMode)
 
+        # Toggle position config pane
+        if (
+            ctrl and key in {
+                Qt.Key_P,
+            }
+        ):
+            pp_conf = mode.pp_config
+            if pp_conf.isHidden():
+                pp_conf.show()
+            else:
+                pp_conf.hide()
+
         # ORDER MODE #
         # live vs. dark trigger + an action {buy, sell, alert}
-
         order_keys_pressed = {
             Qt.Key_A,
             Qt.Key_F,
@@ -173,6 +184,13 @@ async def handle_viewmode_inputs(
         }.intersection(pressed)
 
         if order_keys_pressed:
+
+            # show the pp label
+            mode.pp.show()
+
+            # TODO: show pp config mini-params in status bar widget
+            # mode.pp_config.show()
+
             if (
                 # 's' for "submit" to activate "live" order
                 Qt.Key_S in pressed or
@@ -201,17 +219,21 @@ async def handle_viewmode_inputs(
             view.mode.set_exec(action)
 
             prefix = trigger_mode + '-' if action != 'alert' else ''
-            view._chart.window().mode_label.setText(
-                f'mode: {prefix}{action}')
+            view._chart.window().set_mode_name(f'{prefix}{action}')
 
         else:  # none active
+
+            # hide pp label
+            mode.pp.hide_info()
+            # mode.pp_config.hide()
+
             # if none are pressed, remove "staged" level
             # line under cursor position
             view.mode.lines.unstage_line()
 
             if view.hasFocus():
                 # update mode label
-                view._chart.window().mode_label.setText('mode: view')
+                view._chart.window().set_mode_name('view')
 
             view.order_mode = False
 
@@ -229,12 +251,13 @@ class ChartView(ViewBox):
         - zoom on right-click-n-drag to cursor position
 
     '''
-    mode_name: str = 'mode: view'
+    mode_name: str = 'view'
 
     def __init__(
-
         self,
+
         name: str,
+
         parent: pg.PlotItem = None,
         **kwargs,
 
@@ -251,7 +274,6 @@ class ChartView(ViewBox):
         self.select_box = SelectRect(self)
         self.addItem(self.select_box, ignoreBounds=True)
 
-        self.name = name
         self.mode = None
         self.order_mode: bool = False
 
@@ -260,11 +282,12 @@ class ChartView(ViewBox):
     @asynccontextmanager
     async def open_async_input_handler(
         self,
+
     ) -> 'ChartView':
         from . import _event
 
-        async with _event.open_handler(
-            self,
+        async with _event.open_handlers(
+            [self],
             event_types={QEvent.KeyPress, QEvent.KeyRelease},
             async_handler=handle_viewmode_inputs,
         ):

piker/ui/_label.py

@@ -19,7 +19,7 @@ Non-shitty labels that don't re-invent the wheel.
 
 """
 from inspect import isfunction
-from typing import Callable
+from typing import Callable, Optional
 
 import pyqtgraph as pg
 from PyQt5 import QtGui, QtWidgets
@@ -31,62 +31,6 @@ from ._style import (
 )
 
 
-def vbr_left(label) -> Callable[..., float]:
-    """Return a closure which gives the scene x-coordinate for the
-    leftmost point of the containing view box.
-
-    """
-    return label.vbr().left
-
-
-def right_axis(
-
-    chart: 'ChartPlotWidget',  # noqa
-    label: 'Label',  # noqa
-    side: str = 'left',
-    offset: float = 10,
-    avoid_book: bool = True,
-    width: float = None,
-
-) -> Callable[..., float]:
-    """Return a position closure which gives the scene x-coordinate for
-    the x point on the right y-axis minus the width of the label given
-    it's contents.
-
-    """
-    ryaxis = chart.getAxis('right')
-
-    if side == 'left':
-
-        if avoid_book:
-            def right_axis_offset_by_w() -> float:
-
-                # l1 spread graphics x-size
-                l1_len = chart._max_l1_line_len
-
-                # sum of all distances "from" the y-axis
-                right_offset = l1_len + label.w + offset
-
-                return ryaxis.pos().x() - right_offset
-
-        else:
-            def right_axis_offset_by_w() -> float:
-
-                return ryaxis.pos().x() - (label.w + offset)
-
-        return right_axis_offset_by_w
-
-    elif 'right':
-
-        # axis_offset = ryaxis.style['tickTextOffset'][0]
-
-        def on_axis() -> float:
-
-            return ryaxis.pos().x()  # + axis_offset - 2
-
-        return on_axis
-
-
 class Label:
     """
     A plain ol' "scene label" using an underlying ``QGraphicsTextItem``.
@@ -110,13 +54,14 @@ class Label:
 
         self,
         view: pg.ViewBox,
-
         fmt_str: str,
-        color: str = 'bracket',
+
+        color: str = 'default_light',
         x_offset: float = 0,
         font_size: str = 'small',
-        opacity: float = 0.666,
-        fields: dict = {}
+        opacity: float = 1,
+        fields: dict = {},
+        update_on_range_change: bool = True,
 
     ) -> None:
 
@@ -124,6 +69,8 @@ class Label:
         self._fmt_str = fmt_str
         self._view_xy = QPointF(0, 0)
 
+        self.scene_anchor: Optional[Callable[..., QPointF]] = None
+
         self._x_offset = x_offset
 
         txt = self.txt = QtWidgets.QGraphicsTextItem()
@@ -139,7 +86,8 @@ class Label:
         txt.setOpacity(opacity)
 
         # register viewbox callbacks
-        vb.sigRangeChanged.connect(self.on_sigrange_change)
+        if update_on_range_change:
+            vb.sigRangeChanged.connect(self.on_sigrange_change)
 
         self._hcolor: str = ''
         self.color = color
@@ -165,13 +113,34 @@ class Label:
         self.txt.setDefaultTextColor(pg.mkColor(hcolor(color)))
         self._hcolor = color
 
+    def update(self) -> None:
+        '''Update this label either by invoking its
+        user defined anchoring function, or by positioning
+        to the last recorded data view coordinates.
+
+        '''
+        # move label in scene coords to desired position
+        anchor = self.scene_anchor
+        if anchor:
+            self.txt.setPos(anchor())
+
+        else:
+            # position based on last computed view coordinate
+            self.set_view_pos(self._view_xy.y())
+
     def on_sigrange_change(self, vr, r) -> None:
-        self.set_view_y(self._view_xy.y())
+        return self.update()
 
     @property
     def w(self) -> float:
         return self.txt.boundingRect().width()
 
+    def scene_br(self) -> QRectF:
+        txt = self.txt
+        return txt.mapToScene(
+            txt.boundingRect()
+        ).boundingRect()
+
     @property
     def h(self) -> float:
         return self.txt.boundingRect().height()
@@ -186,18 +155,20 @@ class Label:
         assert isinstance(func(), float)
         self._anchor_func = func
 
-    def set_view_y(
+    def set_view_pos(
         self,
+
         y: float,
+        x: Optional[float] = None,
+
     ) -> None:
 
-        scene_x = self._anchor_func() or self.txt.pos().x()
+        if x is None:
+            scene_x = self._anchor_func() or self.txt.pos().x()
+            x = self.vb.mapToView(QPointF(scene_x, scene_x)).x()
 
         # get new (inside the) view coordinates / position
-        self._view_xy = QPointF(
-            self.vb.mapToView(QPointF(scene_x, scene_x)).x(),
-            y,
-        )
+        self._view_xy = QPointF(x, y)
 
         # map back to the outer UI-land "scene" coordinates
         s_xy = self.vb.mapFromView(self._view_xy)
@@ -210,9 +181,6 @@ class Label:
 
         assert s_xy == self.txt.pos()
 
-    def orient_on(self, h: str, v: str) -> None:
-        pass
-
     @property
     def fmt_str(self) -> str:
         return self._fmt_str
@@ -221,7 +189,11 @@ class Label:
     def fmt_str(self, fmt_str: str) -> None:
         self._fmt_str = fmt_str
 
-    def format(self, **fields: dict) -> str:
+    def format(
+        self,
+        **fields: dict
+
+    ) -> str:
 
         out = {}
 
@@ -229,8 +201,10 @@ class Label:
         # calcs of field data from field data
         # ex. to calculate a $value = price * size
         for k, v in fields.items():
+
             if isfunction(v):
                 out[k] = v(fields)
+
             else:
                 out[k] = v
 

piker/ui/_lines.py

@@ -18,6 +18,7 @@
 Lines for orders, alerts, L2.
 
 """
+from functools import partial
 from math import floor
 from typing import Tuple, Optional, List
 
@@ -25,10 +26,17 @@ import pyqtgraph as pg
 from pyqtgraph import Point, functions as fn
 from PyQt5 import QtCore, QtGui, QtWidgets
 from PyQt5.QtCore import QPointF
+from PyQt5.QtGui import QGraphicsPathItem
 
-from .._annotate import mk_marker, qgo_draw_markers
-from .._label import Label, vbr_left, right_axis
-from .._style import hcolor, _font
+from ._annotate import mk_marker_path, qgo_draw_markers
+from ._anchors import (
+    marker_right_points,
+    vbr_left,
+    right_axis,
+    gpath_pin,
+)
+from ._label import Label
+from ._style import hcolor, _font
 
 
 # TODO: probably worth investigating if we can
@@ -36,12 +44,6 @@ from .._style import hcolor, _font
 # https://stackoverflow.com/questions/26156486/determine-bounding-rect-of-line-in-qt
 class LevelLine(pg.InfiniteLine):
 
-    # TODO: fill in these slots for orders
-    # available parent signals
-    # sigDragged(self)
-    # sigPositionChangeFinished(self)
-    # sigPositionChanged(self)
-
     def __init__(
         self,
         chart: 'ChartPlotWidget',  # type: ignore # noqa
@@ -50,7 +52,7 @@ class LevelLine(pg.InfiniteLine):
         color: str = 'default',
         highlight_color: str = 'default_light',
         dotted: bool = False,
-        marker_size: int = 20,
+        # marker_size: int = 20,
 
         # UX look and feel opts
         always_show_labels: bool = False,
@@ -63,6 +65,9 @@ class LevelLine(pg.InfiniteLine):
 
     ) -> None:
 
+        # TODO: at this point it's probably not worth the inheritance
+        # any more since  we've reimplemented ``.pain()`` among other
+        # things..
         super().__init__(
             movable=movable,
             angle=0,
@@ -77,7 +82,7 @@ class LevelLine(pg.InfiniteLine):
         self._hide_xhair_on_hover = hide_xhair_on_hover
 
         self._marker = None
-        self._default_mkr_size = marker_size
+        # self._default_mkr_size = marker_size
         self._moh = only_show_markers_on_hover
         self.show_markers: bool = True  # presuming the line is hovered at init
 
@@ -97,7 +102,7 @@ class LevelLine(pg.InfiniteLine):
 
         # list of labels anchored at one of the 2 line endpoints
         # inside the viewbox
-        self._labels: List[(int, Label)] = []
+        self._labels: List[Label] = []
         self._markers: List[(int, Label)] = []
 
         # whenever this line is moved trigger label updates
@@ -114,9 +119,7 @@ class LevelLine(pg.InfiniteLine):
         self._on_drag_start = lambda l: None
         self._on_drag_end = lambda l: None
 
-        self._y_incr_mult = 1 / chart._lc._symbol.tick_size
-        self._last_scene_y: float = 0
-
+        self._y_incr_mult = 1 / chart.linked.symbol.tick_size
         self._right_end_sc: float = 0
 
     def txt_offsets(self) -> Tuple[int, int]:
@@ -143,52 +146,6 @@ class LevelLine(pg.InfiniteLine):
         hoverpen.setWidth(2)
         self.hoverPen = hoverpen
 
-    def add_label(
-        self,
-
-        # by default we only display the line's level value
-        # in the label
-        fmt_str: str = (
-            '{level:,.{level_digits}f}'
-        ),
-        side: str = 'right',
-        side_of_axis: str = 'left',
-        x_offset: float = 0,
-
-        color: str = None,
-        bg_color: str = None,
-        avoid_book: bool = True,
-
-        **label_kwargs,
-    ) -> Label:
-        """Add a ``LevelLabel`` anchored at one of the line endpoints in view.
-
-        """
-        label = Label(
-            view=self.getViewBox(),
-            fmt_str=fmt_str,
-            color=self.color,
-        )
-
-        # set anchor callback
-        if side == 'right':
-            label.set_x_anchor_func(
-                right_axis(
-                    self._chart,
-                    label,
-                    side=side_of_axis,
-                    offset=x_offset,
-                    avoid_book=avoid_book,
-                )
-            )
-
-        elif side == 'left':
-            label.set_x_anchor_func(vbr_left(label))
-
-        self._labels.append((side, label))
-
-        return label
-
     def on_pos_change(
         self,
         line: 'LevelLine',  # noqa
@@ -201,9 +158,11 @@ class LevelLine(pg.InfiniteLine):
     def update_labels(
         self,
         fields_data: dict,
+
     ) -> None:
 
-        for at, label in self._labels:
+        for label in self._labels:
+
             label.color = self.color
             # print(f'color is {self.color}')
 
@@ -211,18 +170,18 @@ class LevelLine(pg.InfiniteLine):
 
             level = fields_data.get('level')
             if level:
-                label.set_view_y(level)
+                label.set_view_pos(y=level)
 
             label.render()
 
         self.update()
 
     def hide_labels(self) -> None:
-        for at, label in self._labels:
+        for label in self._labels:
             label.hide()
 
     def show_labels(self) -> None:
-        for at, label in self._labels:
+        for label in self._labels:
             label.show()
 
     def set_level(
@@ -245,15 +204,24 @@ class LevelLine(pg.InfiniteLine):
 
     def on_tracked_source(
         self,
+
         x: int,
         y: float
+
     ) -> None:
-        # XXX: this is called by our ``Cursor`` type once this
-        # line is set to track the cursor: for every movement
-        # this callback is invoked to reposition the line
+        '''Chart coordinates cursor tracking callback.
+
+        this is called by our ``Cursor`` type once this line is set to
+        track the cursor: for every movement this callback is invoked to
+        reposition the line
+        '''
         self.movable = True
         self.set_level(y)  # implictly calls reposition handler
 
+        self._chart.linked.godwidget.pp_config.model.get_order_info(
+            price=y
+        )
+
     def mouseDragEvent(self, ev):
         """Override the ``InfiniteLine`` handler since we need more
         detailed control and start end signalling.
@@ -316,9 +284,10 @@ class LevelLine(pg.InfiniteLine):
         """
         scene = self.scene()
         if scene:
-            for at, label in self._labels:
+            for label in self._labels:
                 label.delete()
 
+            # gc managed labels?
             self._labels.clear()
 
             if self._marker:
@@ -354,9 +323,11 @@ class LevelLine(pg.InfiniteLine):
 
     def paint(
         self,
+
         p: QtGui.QPainter,
         opt: QtWidgets.QStyleOptionGraphicsItem,
         w: QtWidgets.QWidget
+
     ) -> None:
         """Core paint which we override (yet again)
         from pg..
@@ -366,26 +337,14 @@ class LevelLine(pg.InfiniteLine):
 
         # these are in viewbox coords
         vb_left, vb_right = self._endPoints
-
-        chart = self._chart
-        l1_len = chart._max_l1_line_len
-        ryaxis = chart.getAxis('right')
-
-        r_axis_x = ryaxis.pos().x()
-        up_to_l1_sc = r_axis_x - l1_len
-
         vb = self.getViewBox()
 
-        size = self._default_mkr_size
-        marker_right = up_to_l1_sc - (1.375 * 2*size)
-        line_end = marker_right - (6/16 * size)
+        line_end, marker_right, r_axis_x = marker_right_points(self._chart)
 
         if self.show_markers and self.markers:
 
-            size = self.markers[0][2]
-
             p.setPen(self.pen)
-            size = qgo_draw_markers(
+            qgo_draw_markers(
                 self.markers,
                 self.pen.color(),
                 p,
@@ -400,9 +359,14 @@ class LevelLine(pg.InfiniteLine):
         # order lines.. not sure wtf is up with that.
         # for now we're just using it on the position line.
         elif self._marker:
+
+            # TODO: make this label update part of a scene-aware-marker
+            # composed annotation
             self._marker.setPos(
                 QPointF(marker_right, self.scene_y())
             )
+            if hasattr(self._marker, 'label'):
+                self._marker.label.update()
 
         elif not self.use_marker_margin:
             # basically means **don't** shorten the line with normally
@@ -424,23 +388,35 @@ class LevelLine(pg.InfiniteLine):
         super().hide()
         if self._marker:
             self._marker.hide()
+            # self._marker.label.hide()
 
-    def scene_right_xy(self) -> QPointF:
-        return self.getViewBox().mapFromView(
-            QPointF(0, self.value())
-        )
+    def show(self) -> None:
+        super().show()
+        if self._marker:
+            self._marker.show()
+            # self._marker.label.show()
 
     def scene_y(self) -> float:
-        return self.getViewBox().mapFromView(Point(0, self.value())).y()
+        return self.getViewBox().mapFromView(
+            Point(0, self.value())
+        ).y()
+
+    def scene_endpoint(self) -> QPointF:
+
+        if not self._right_end_sc:
+            line_end, _, _ = marker_right_points(self._chart)
+            self._right_end_sc = line_end - 10
+
+        return QPointF(self._right_end_sc, self.scene_y())
 
     def add_marker(
         self,
         path: QtWidgets.QGraphicsPathItem,
-    ) -> None:
 
-        # chart = self._chart
-        vb = self.getViewBox()
-        vb.scene().addItem(path)
+    ) -> QtWidgets.QGraphicsPathItem:
+
+        # add path to scene
+        self.getViewBox().scene().addItem(path)
 
         self._marker = path
 
@@ -451,7 +427,7 @@ class LevelLine(pg.InfiniteLine):
         # y_in_sc = chart._vb.mapFromView(Point(0, self.value())).y()
         path.setPos(QPointF(rsc, self.scene_y()))
 
-        # self.update()
+        return path
 
     def hoverEvent(self, ev):
         """Mouse hover callback.
@@ -469,6 +445,9 @@ class LevelLine(pg.InfiniteLine):
             if self._moh:
                 self.show_markers = True
 
+                if self._marker:
+                    self._marker.show()
+
             # highlight if so configured
             if self._hoh:
 
@@ -512,11 +491,14 @@ class LevelLine(pg.InfiniteLine):
             if self._moh:
                 self.show_markers = False
 
+                if self._marker:
+                    self._marker.hide()
+
             if self not in cur._trackers:
                 cur.show_xhair(y_label_level=self.value())
 
             if not self._always_show_labels:
-                for at, label in self._labels:
+                for label in self._labels:
                     label.hide()
                     label.txt.update()
                     # label.unhighlight()
@@ -529,24 +511,18 @@ class LevelLine(pg.InfiniteLine):
 def level_line(
     chart: 'ChartPlotWidget',  # noqa
     level: float,
-    color: str = 'default',
-
-    # whether or not the line placed in view should highlight
-    # when moused over (aka "hovered")
-    hl_on_hover: bool = True,
 
     # line style
     dotted: bool = False,
+    color: str = 'default',
+
+    # ux
+    hl_on_hover: bool = True,
 
     # label fields and options
-    digits: int = 1,
-
     always_show_labels: bool = False,
-
     add_label: bool = True,
-
     orient_v: str = 'bottom',
-
     **kwargs,
 
 ) -> LevelLine:
@@ -578,14 +554,31 @@ def level_line(
 
     if add_label:
 
-        label = line.add_label(
-            side='right',
-            opacity=1,
-            x_offset=0,
-            avoid_book=False,
-        )
-        label.orient_v = orient_v
+        label = Label(
 
+            view=line.getViewBox(),
+
+            # by default we only display the line's level value
+            # in the label
+            fmt_str=('{level:,.{level_digits}f}'),
+            color=color,
+        )
+
+        # anchor to right side (of view ) label
+        label.set_x_anchor_func(
+            right_axis(
+                chart,
+                label,
+                side='left',  # side of axis
+                offset=0,
+                avoid_book=False,
+            )
+        )
+
+        # add to label set which will be updated on level changes
+        line._labels.append(label)
+
+        label.orient_v = orient_v
         line.update_labels({'level': level, 'level_digits': 2})
         label.render()
 
@@ -598,13 +591,14 @@ def level_line(
 
 
 def order_line(
+
     chart,
     level: float,
     level_digits: float,
     action: str,  # buy or sell
 
     size: Optional[int] = 1,
-    size_digits: int = 0,
+    size_digits: int = 1,
     show_markers: bool = False,
     submit_price: float = None,
     exec_type: str = 'dark',
@@ -641,43 +635,62 @@ def order_line(
             'alert': ('v', alert_size),
         }[action]
 
-        # this fixes it the artifact issue! .. of course, bouding rect stuff
+        # this fixes it the artifact issue! .. of course, bounding rect stuff
         line._maxMarkerSize = marker_size
 
         # use ``QPathGraphicsItem``s to draw markers in scene coords
         # instead of the old way that was doing the same but by
         # resetting the graphics item transform intermittently
 
+        # the old way which is still somehow faster?
+        path = QGraphicsPathItem(
+            mk_marker_path(
+                marker_style,
+                # the "position" here is now ignored since we modified
+                # internals to pin markers to the right end of the line
+                # marker_size,
+
+                # uncommment for the old transform / .paint() marker method
+                # use_qgpath=False,
+            )
+        )
+        path.scale(marker_size, marker_size)
+
         # XXX: this is our new approach but seems slower?
-        # line.add_marker(mk_marker(marker_style, marker_size))
+        path = line.add_marker(path)
+
+        # XXX: old
+        # path = line.add_marker(mk_marker(marker_style, marker_size))
+
+        line._marker = path
 
         assert not line.markers
 
-        # the old way which is still somehow faster?
-        path = mk_marker(
-            marker_style,
-            # the "position" here is now ignored since we modified
-            # internals to pin markers to the right end of the line
-            marker_size,
-            use_qgpath=False,
-        )
-        # manually append for later ``InfiniteLine.paint()`` drawing
-        # XXX: this was manually tested as faster then using the
-        # QGraphicsItem around a painter path.. probably needs further
-        # testing to figure out why tf that's true.
-        line.markers.append((path, 0, marker_size))
+        # # manually append for later ``InfiniteLine.paint()`` drawing
+        # # XXX: this was manually tested as faster then using the
+        # # QGraphicsItem around a painter path.. probably needs further
+        # # testing to figure out why tf that's true.
+        # line.markers.append((path, 0, marker_size))
 
     orient_v = 'top' if action == 'sell' else 'bottom'
 
     if action == 'alert':
-        # completely different labelling for alerts
-        fmt_str = 'alert => {level}'
+
+        llabel = Label(
+
+            view=line.getViewBox(),
+            color=line.color,
+
+            # completely different labelling for alerts
+            fmt_str='alert => {level}',
+        )
 
         # for now, we're just duplicating the label contents i guess..
-        llabel = line.add_label(
-            side='left',
-            fmt_str=fmt_str,
-        )
+        line._labels.append(llabel)
+
+        # anchor to left side of view / line
+        llabel.set_x_anchor_func(vbr_left(llabel))
+
         llabel.fields = {
             'level': level,
             'level_digits': level_digits,
@@ -686,35 +699,34 @@ def order_line(
         llabel.render()
         llabel.show()
 
-    else:
-        # # left side label
-        # llabel = line.add_label(
-        #     side='left',
-        #     fmt_str=' {exec_type}-{order_type}:\n ${$value}',
-        # )
-        # llabel.fields = {
-        #     'order_type': order_type,
-        #     'level': level,
-        #     '$value': lambda f: f['level'] * f['size'],
-        #     'size': size,
-        #     'exec_type': exec_type,
-        # }
-        # llabel.orient_v = orient_v
-        # llabel.render()
-        # llabel.show()
+        path.label = llabel
 
-        # right before L1 label
-        rlabel = line.add_label(
-            side='right',
-            side_of_axis='left',
-            x_offset=4*marker_size,
-            fmt_str=(
-                '{size:.{size_digits}f} '
-            ),
+    else:
+
+        rlabel = Label(
+
+            view=line.getViewBox(),
+
+            # display the order pos size, which is some multiple
+            # of the user defined base unit size
+            fmt_str=(':{size:.0f}'),
+            # fmt_str=('{size:.{size_digits}f}'),  # old
+            color=line.color,
         )
+        path.label = rlabel
+
+        rlabel.scene_anchor = partial(
+            gpath_pin,
+            location_description='right-of-path-centered',
+            gpath=path,
+            label=rlabel,
+        )
+
+        line._labels.append(rlabel)
+
         rlabel.fields = {
             'size': size,
-            'size_digits': size_digits,
+            # 'size_digits': size_digits,
         }
 
         rlabel.orient_v = orient_v
@@ -725,98 +737,3 @@ def order_line(
     line.update_labels({'level': level})
 
     return line
-
-
-def position_line(
-    chart,
-    size: float,
-
-    level: float,
-
-    orient_v: str = 'bottom',
-
-) -> LevelLine:
-    """Convenience routine to add a line graphic representing an order
-    execution submitted to the EMS via the chart's "order mode".
-
-    """
-    line = level_line(
-        chart,
-        level,
-        color='default_light',
-        add_label=False,
-        hl_on_hover=False,
-        movable=False,
-        always_show_labels=False,
-        hide_xhair_on_hover=False,
-        use_marker_margin=True,
-    )
-    #  hide position marker when out of view (for now)
-    vb = line.getViewBox()
-
-    def update_pp_nav(chartview):
-        vr = vb.state['viewRange']
-        ymn, ymx = vr[1]
-        level = line.value()
-
-        if gt := level > ymx or (lt := level < ymn):
-
-            if chartview.mode.name == 'order':
-
-                # provide "nav hub" like indicator for where
-                # the position is on the y-dimension
-                if gt:
-                    # pin to top of view since position is above current
-                    # y-range
-                    pass
-
-                elif lt:
-                    # pin to bottom of view since position is above
-                    # below y-range
-                    pass
-
-            else:
-                # order mode is not active
-                # so hide the pp market
-                line._marker.hide()
-
-        else:
-            # pp line is viewable so show marker
-            line._marker.show()
-
-    vb.sigYRangeChanged.connect(update_pp_nav)
-
-    rlabel = line.add_label(
-        side='right',
-        fmt_str='{direction}: {size} -> ${$:.2f}',
-    )
-    rlabel.fields = {
-        'direction': 'long' if size > 0 else 'short',
-        '$': size * level,
-        'size': size,
-    }
-    rlabel.orient_v = orient_v
-    rlabel.render()
-    rlabel.show()
-
-    # arrow marker
-    # scale marker size with dpi-aware font size
-    font_size = _font.font.pixelSize()
-
-    # scale marker size with dpi-aware font size
-    arrow_size = floor(1.375 * font_size)
-
-    if size > 0:
-        style = '|<'
-    elif size < 0:
-        style = '>|'
-
-    arrow_path = mk_marker(style, size=arrow_size)
-    # XXX: uses new marker drawing approach
-    line.add_marker(arrow_path)
-    line.set_level(level)
-
-    # sanity check
-    line.update_labels({'level': level})
-
-    return line

piker/ui/_ohlc.py

@@ -27,8 +27,8 @@ from PyQt5.QtCore import QLineF, QPointF
 # from numba import types as ntypes
 # from ..data._source import numba_ohlc_dtype
 
-from ..._profile import pg_profile_enabled
-from .._style import hcolor
+from .._profile import pg_profile_enabled
+from ._style import hcolor
 
 
 def _mk_lines_array(

piker/ui/_orm.py

@@ -0,0 +1,129 @@
+# piker: trading gear for hackers
+# Copyright (C) Tyler Goodlet
+
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+# GNU Affero General Public License for more details.
+
+# You should have received a copy of the GNU Affero General Public License
+# along with this program.  If not, see <https://www.gnu.org/licenses/>.
+
+"""
+micro-ORM for coupling ``pydantic`` models with Qt input/output widgets.
+
+"""
+from __future__ import annotations
+from typing import (
+    Optional, Generic,
+    TypeVar, Callable,
+    Literal,
+)
+import enum
+import sys
+
+from pydantic import BaseModel, validator
+from pydantic.generics import GenericModel
+from PyQt5.QtWidgets import (
+    QWidget,
+    QComboBox,
+)
+
+from ._forms import (
+    # FontScaledDelegate,
+    FontAndChartAwareLineEdit,
+)
+
+
+DataType = TypeVar('DataType')
+
+
+class Field(GenericModel, Generic[DataType]):
+    widget_factory: Optional[
+        Callable[
+            [QWidget, 'Field'],
+            QWidget
+        ]
+    ]
+    value: Optional[DataType] = None
+
+
+class Selection(Field[DataType], Generic[DataType]):
+    '''Model which maps to a finite set of drop down entries declared as
+    a ``dict[str, DataType]``.
+
+    '''
+    widget_factory = QComboBox
+    options: dict[str, DataType]
+    # value: DataType = None
+
+    @validator('value')  # , always=True)
+    def set_value_first(
+        cls,
+
+        v: DataType,
+        values: dict[str, DataType],
+
+    ) -> DataType:
+        '''If no initial value is set, use the first in
+        the ``options`` dict.
+
+        '''
+        # breakpoint()
+        options = values['options']
+        if v is None:
+            return next(options.values())
+        else:
+            assert v in options, f'{v} is not in {options}'
+            return v
+
+
+# class SizeUnit(Enum):
+
+#     currency = '$ size'
+#     percent_of_port = '% of port'
+#     shares = '# shares'
+
+
+# class Weighter(str, Enum):
+#     uniform = 'uniform'
+
+
+class Edit(Field[DataType], Generic[DataType]):
+    '''An edit field which takes a number.
+    '''
+    widget_factory = FontAndChartAwareLineEdit
+
+
+class AllocatorPane(BaseModel):
+
+    account = Selection[str](
+        options=dict.fromkeys(
+            ['paper', 'ib.paper', 'ib.margin'],
+            'paper',
+        ),
+    )
+
+    allocate = Selection[str](
+        # options=list(Size),
+        options={
+            '$ size': 'currency',
+            '% of port': 'percent_of_port',
+            '# shares': 'shares',
+        },
+        # TODO: save/load from config and/or last session
+        # value='currency'
+    )
+    weight = Selection[str](
+        options={
+            'uniform': 'uniform',
+        },
+        # value='uniform',
+    )
+    size = Edit[float](value=1000)
+    slots = Edit[int](value=4)

piker/ui/_position.py

@@ -0,0 +1,421 @@
+# piker: trading gear for hackers
+# Copyright (C) Tyler Goodlet (in stewardship for piker0)
+
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+# GNU Affero General Public License for more details.
+
+# You should have received a copy of the GNU Affero General Public License
+# along with this program.  If not, see <https://www.gnu.org/licenses/>.
+
+"""
+Position info and display
+
+"""
+from __future__ import annotations
+import enum
+from functools import partial
+from math import floor
+import sys
+from typing import Optional
+
+from bidict import bidict
+from pyqtgraph import functions as fn
+from pydantic import BaseModel, validator
+# from pydantic.generics import GenericModel
+# from PyQt5.QtCore import QPointF
+# from PyQt5.QtGui import QGraphicsPathItem
+
+from ._annotate import LevelMarker
+from ._anchors import (
+    pp_tight_and_right,  # wanna keep it straight in the long run
+    gpath_pin,
+)
+from ..clearing._messages import BrokerdPosition, Status
+from ..data._source import Symbol
+from ._label import Label
+from ._lines import LevelLine, level_line
+from ._style import _font
+
+
+class Position(BaseModel):
+    '''Basic pp (personal position) model with attached fills history.
+
+    This type should be IPC wire ready?
+
+    '''
+    symbol: Symbol
+
+    # last size and avg entry price
+    size: float
+    avg_price: float  # TODO: contextual pricing
+
+    # ordered record of known constituent trade messages
+    fills: list[Status] = []
+
+
+def mk_pp_alloc(
+
+    accounts: dict[str, Optional[str]] = {
+        'paper': None,
+        'ib.paper': 'DU1435481',
+        'ib.margin': 'U10983%',
+    },
+
+) -> Allocator:  # noqa
+
+    # lol we have to do this module patching bc ``pydantic``
+    # needs types to exist at module level:
+    # https://pydantic-docs.helpmanual.io/usage/postponed_annotations/
+    mod = sys.modules[__name__]
+
+    accounts = bidict(accounts)
+    Account = mod.Account = enum.Enum('Account', accounts)
+
+    size_units = bidict({
+        '$ size': 'currency',
+        '% of port': 'percent_of_port',
+        '# shares': 'shares',
+    })
+    SizeUnit = mod.SizeUnit = enum.Enum(
+        'SizeUnit',
+        size_units.inverse
+    )
+
+    class Allocator(BaseModel):
+
+        class Config:
+            validate_assignment = True
+
+        account: Account = None
+        _accounts: dict[str, Optional[str]] = accounts
+
+        size_unit: SizeUnit = 'currency'
+        _size_units: dict[str, Optional[str]] = size_units
+
+        disti_weight: str = 'uniform'
+
+        size: float
+        slots: int
+
+        _position: Position = None
+
+        def get_order_info(
+            self,
+            price: float,
+
+        ) -> dict:
+            units, r = divmod(
+                round((self.size / self.slots)),
+                price,
+            )
+            print(f'# shares: {units}, r: {r}')
+
+    # Allocator.update_forward_refs()
+
+    return Allocator(
+        account=None,
+        size_unit=size_units.inverse['currency'],
+        size=2000,
+        slots=4,
+    )
+
+
+class PositionTracker:
+    '''Track and display a real-time position for a single symbol
+    on a chart.
+
+    '''
+    # inputs
+    chart: 'ChartPlotWidget'  # noqa
+
+    # allocated
+    info: Position
+    pp_label: Label
+    size_label: Label
+    line: Optional[LevelLine] = None
+
+    _color: str = 'default_lightest'
+
+    def __init__(
+        self,
+        chart: 'ChartPlotWidget',  # noqa
+
+    ) -> None:
+
+        self.chart = chart
+        self.info = Position(
+            symbol=chart.linked.symbol,
+            size=0,
+            avg_price=0,
+        )
+
+        view = chart.getViewBox()
+
+        # literally the 'pp' (pee pee) label that's always in view
+        self.pp_label = pp_label = Label(
+            view=view,
+            fmt_str='pp',
+            color=self._color,
+            update_on_range_change=False,
+        )
+
+        # create placeholder 'up' level arrow
+        self._level_marker = None
+        self._level_marker = self.level_marker(size=1)
+
+        pp_label.scene_anchor = partial(
+            gpath_pin,
+            gpath=self._level_marker,
+            label=pp_label,
+        )
+        pp_label.render()
+
+        self.size_label = size_label = Label(
+            view=view,
+            color=self._color,
+
+            # this is "static" label
+            # update_on_range_change=False,
+            fmt_str='\n'.join((
+                ':{entry_size:.0f}',
+            )),
+
+            fields={
+                'entry_size': 0,
+            },
+        )
+        size_label.render()
+
+        size_label.scene_anchor = partial(
+            pp_tight_and_right,
+            label=self.pp_label,
+        )
+
+        # size_label.scene_anchor = lambda: (
+        #     self.pp_label.txt.pos() + QPointF(self.pp_label.w, 0)
+        # )
+        # size_label.scene_anchor = lambda: (
+        #     self.pp_label.scene_br().bottomRight() - QPointF(
+        #     self.size_label.w, self.size_label.h/3)
+        # )
+
+        # TODO: if we want to show more position-y info?
+        #     fmt_str='\n'.join((
+        #         # '{entry_size}x ',
+        #         '{percent_pnl} % PnL',
+        #         # '{percent_of_port}% of port',
+        #         '${base_unit_value}',
+        #     )),
+
+        #     fields={
+        #         # 'entry_size': 0,
+        #         'percent_pnl': 0,
+        #         'percent_of_port': 2,
+        #         'base_unit_value': '1k',
+        #     },
+        # )
+
+    def update_graphics(
+        self,
+        marker: LevelMarker
+
+    ) -> None:
+        '''Update all labels.
+
+        Meant to be called from the maker ``.paint()``
+        for immediate, lag free label draws.
+
+        '''
+        self.pp_label.update()
+        self.size_label.update()
+
+    def update(
+        self,
+        msg: BrokerdPosition,
+
+    ) -> None:
+        '''Update graphics and data from average price and size.
+
+        '''
+        avg_price, size = msg['avg_price'], msg['size']
+        # info updates
+        self.info.avg_price = avg_price
+        self.info.size = size
+
+        self.update_line(avg_price, size)
+
+        # label updates
+        self.size_label.fields['entry_size'] = size
+        self.size_label.render()
+
+        if size == 0:
+            self.hide()
+
+        else:
+            self._level_marker.level = avg_price
+
+            # these updates are critical to avoid lag on view/scene changes
+            self._level_marker.update()  # trigger paint
+            self.pp_label.update()
+            self.size_label.update()
+
+            self.show()
+
+            # don't show side and status widgets unless
+            # order mode is "engaged" (which done via input controls)
+            self.hide_info()
+
+    def level(self) -> float:
+        if self.line:
+            return self.line.value()
+        else:
+            return 0
+
+    def show(self) -> None:
+        if self.info.size:
+            self.line.show()
+            self._level_marker.show()
+            self.pp_label.show()
+            self.size_label.show()
+
+    def hide(self) -> None:
+        self.pp_label.hide()
+        self._level_marker.hide()
+        self.size_label.hide()
+        if self.line:
+            self.line.hide()
+
+    def hide_info(self) -> None:
+        '''Hide details (right now just size label?) of position.
+
+        '''
+        # TODO: add remove status bar widgets here
+        self.size_label.hide()
+
+    # TODO: move into annoate module
+    def level_marker(
+        self,
+        size: float,
+
+    ) -> LevelMarker:
+
+        if self._level_marker:
+            self._level_marker.delete()
+
+        # arrow marker
+        # scale marker size with dpi-aware font size
+        font_size = _font.font.pixelSize()
+
+        # scale marker size with dpi-aware font size
+        arrow_size = floor(1.375 * font_size)
+
+        if size > 0:
+            style = '|<'
+
+        elif size < 0:
+            style = '>|'
+
+        arrow = LevelMarker(
+            chart=self.chart,
+            style=style,
+            get_level=self.level,
+            size=arrow_size,
+            on_paint=self.update_graphics,
+        )
+
+        self.chart.getViewBox().scene().addItem(arrow)
+        arrow.show()
+
+        return arrow
+
+    def position_line(
+        self,
+
+        size: float,
+        level: float,
+
+        orient_v: str = 'bottom',
+
+    ) -> LevelLine:
+        '''Convenience routine to add a line graphic representing an order
+        execution submitted to the EMS via the chart's "order mode".
+
+        '''
+        self.line = line = level_line(
+            self.chart,
+            level,
+            color=self._color,
+            add_label=False,
+            hl_on_hover=False,
+            movable=False,
+            hide_xhair_on_hover=False,
+            use_marker_margin=True,
+            only_show_markers_on_hover=False,
+            always_show_labels=True,
+        )
+
+        if size > 0:
+            style = '|<'
+        elif size < 0:
+            style = '>|'
+
+        marker = self._level_marker
+        marker.style = style
+
+        # set marker color to same as line
+        marker.setPen(line.currentPen)
+        marker.setBrush(fn.mkBrush(line.currentPen.color()))
+        marker.level = level
+        marker.update()
+        marker.show()
+
+        # show position marker on view "edge" when out of view
+        vb = line.getViewBox()
+        vb.sigRangeChanged.connect(marker.position_in_view)
+
+        line.set_level(level)
+
+        return line
+
+    def update_line(
+        self,
+
+        price: float,
+        size: float,
+
+    ) -> None:
+        '''Update personal position level line.
+
+        '''
+        # do line update
+        line = self.line
+
+        if line is None and size:
+
+            # create and show a pp line
+            line = self.line = self.position_line(
+                level=price,
+                size=size,
+            )
+            line.show()
+
+        elif line:
+
+            if size != 0.0:
+                line.set_level(price)
+                self._level_marker.level = price
+                self._level_marker.update()
+                # line.update_labels({'size': size})
+                line.show()
+
+            else:
+                # remove pp line from view
+                line.delete()
+                self.line = None

piker/ui/_search.py

@@ -35,9 +35,9 @@ from collections import defaultdict
 from contextlib import asynccontextmanager
 from functools import partial
 from typing import (
-    List, Optional, Callable,
-    Awaitable, Sequence, Dict,
-    Any, AsyncIterator, Tuple,
+    Optional, Callable,
+    Awaitable, Sequence,
+    Any, AsyncIterator
 )
 import time
 # from pprint import pformat
@@ -45,7 +45,7 @@ import time
 from fuzzywuzzy import process as fuzzy
 import trio
 from trio_typing import TaskStatus
-from PyQt5 import QtCore, QtGui
+from PyQt5 import QtCore
 from PyQt5 import QtWidgets
 from PyQt5.QtCore import (
     Qt,
@@ -63,40 +63,24 @@ from PyQt5.QtWidgets import (
     QTreeView,
     # QListWidgetItem,
     # QAbstractScrollArea,
-    QStyledItemDelegate,
+    # QStyledItemDelegate,
 )
 
 
 from ..log import get_logger
 from ._style import (
     _font,
-    DpiAwareFont,
-    # hcolor,
+    hcolor,
 )
+from ._forms import FontAndChartAwareLineEdit, FontScaledDelegate
 
 
 log = get_logger(__name__)
 
 
-class SimpleDelegate(QStyledItemDelegate):
-    """
-    Super simple view delegate to render text in the same
-    font size as the search widget.
-
-    """
-
-    def __init__(
-        self,
-        parent=None,
-        font: DpiAwareFont = _font,
-    ) -> None:
-        super().__init__(parent)
-        self.dpi_font = font
-
-
 class CompleterView(QTreeView):
 
-    mode_name: str = 'mode: search-nav'
+    mode_name: str = 'search-nav'
 
     # XXX: relevant docs links:
     # - simple widget version of this:
@@ -121,7 +105,7 @@ class CompleterView(QTreeView):
     def __init__(
         self,
         parent=None,
-        labels: List[str] = [],
+        labels: list[str] = [],
     ) -> None:
 
         super().__init__(parent)
@@ -130,7 +114,7 @@ class CompleterView(QTreeView):
         self.labels = labels
 
         # a std "tabular" config
-        self.setItemDelegate(SimpleDelegate())
+        self.setItemDelegate(FontScaledDelegate(self))
         self.setModel(model)
         self.setAlternatingRowColors(True)
         # TODO: size this based on DPI font
@@ -425,59 +409,28 @@ class CompleterView(QTreeView):
         self.resize()
 
 
-class SearchBar(QtWidgets.QLineEdit):
+class SearchBar(FontAndChartAwareLineEdit):
 
-    mode_name: str = 'mode: search'
+    mode_name: str = 'search'
 
     def __init__(
 
         self,
         parent: QWidget,
-        parent_chart: QWidget,  # noqa
+        godwidget: QWidget,
         view: Optional[CompleterView] = None,
-        font: DpiAwareFont = _font,
+        **kwargs,
 
     ) -> None:
 
-        super().__init__(parent)
-
-        # self.setContextMenuPolicy(Qt.CustomContextMenu)
-        # self.customContextMenuRequested.connect(self.show_menu)
-        # self.setStyleSheet(f"font: 18px")
-
+        self.godwidget = godwidget
+        super().__init__(parent, **kwargs)
         self.view: CompleterView = view
-        self.dpi_font = font
-        self.godwidget = parent_chart
-
-        # size it as we specify
-        # https://doc.qt.io/qt-5/qsizepolicy.html#Policy-enum
-        self.setSizePolicy(
-            QtWidgets.QSizePolicy.Expanding,
-            QtWidgets.QSizePolicy.Fixed,
-        )
-        self.setFont(font.font)
-
-        # witty bit of margin
-        self.setTextMargins(2, 2, 2, 2)
-
-    def focus(self) -> None:
-        self.selectAll()
-        self.show()
-        self.setFocus()
 
     def show(self) -> None:
         super().show()
         self.view.show_matches()
 
-    def sizeHint(self) -> QtCore.QSize:
-        """
-        Scale edit box to size of dpi aware font.
-
-        """
-        psh = super().sizeHint()
-        psh.setHeight(self.dpi_font.px_size + 2)
-        return psh
-
     def unfocus(self) -> None:
         self.parent().hide()
         self.clearFocus()
@@ -492,12 +445,12 @@ class SearchWidget(QtWidgets.QWidget):
     Includes helper methods for item management in the sub-widgets.
 
     '''
-    mode_name: str = 'mode: search'
+    mode_name: str = 'search'
 
     def __init__(
         self,
         godwidget: 'GodWidget',  # type: ignore # noqa
-        columns: List[str] = ['src', 'symbol'],
+        columns: list[str] = ['src', 'symbol'],
         parent=None,
 
     ) -> None:
@@ -512,7 +465,7 @@ class SearchWidget(QtWidgets.QWidget):
         self.godwidget = godwidget
 
         self.vbox = QtWidgets.QVBoxLayout(self)
-        self.vbox.setContentsMargins(0, 0, 0, 0)
+        self.vbox.setContentsMargins(0, 4, 4, 0)
         self.vbox.setSpacing(4)
 
         # split layout for the (label:| search bar entry)
@@ -522,10 +475,17 @@ class SearchWidget(QtWidgets.QWidget):
 
         # add label to left of search bar
         self.label = label = QtWidgets.QLabel(parent=self)
+        label.setStyleSheet(
+            f"""QLabel {{
+                color : {hcolor('default_lightest')};
+                font-size : {_font.px_size - 2}px;
+            }}
+            """
+        )
         label.setTextFormat(3)  # markdown
         label.setFont(_font.font)
         label.setMargin(4)
-        label.setText("`search`:")
+        label.setText("search:")
         label.show()
         label.setAlignment(
             QtCore.Qt.AlignVCenter
@@ -540,8 +500,8 @@ class SearchWidget(QtWidgets.QWidget):
         )
         self.bar = SearchBar(
             parent=self,
-            parent_chart=godwidget,
             view=self.view,
+            godwidget=godwidget,
         )
         self.bar_hbox.addWidget(self.bar)
 
@@ -564,7 +524,7 @@ class SearchWidget(QtWidgets.QWidget):
         self.bar.focus()
         self.show()
 
-    def get_current_item(self) -> Optional[Tuple[str, str]]:
+    def get_current_item(self) -> Optional[tuple[str, str]]:
         '''Return the current completer tree selection as
         a tuple ``(parent: str, child: str)`` if valid, else ``None``.
 
@@ -599,11 +559,12 @@ class SearchWidget(QtWidgets.QWidget):
     def chart_current_item(
         self,
         clear_to_cache: bool = True,
+
     ) -> Optional[str]:
         '''Attempt to load and switch the current selected
         completion result to the affiliated chart app.
 
-        Return any loaded symbol
+        Return any loaded symbol.
 
         '''
         value = self.get_current_item()
@@ -653,10 +614,11 @@ async def pack_matches(
 
     view: CompleterView,
     has_results: dict[str, set[str]],
-    matches: dict[(str, str), List[str]],
+    matches: dict[(str, str), list[str]],
     provider: str,
     pattern: str,
     search: Callable[..., Awaitable[dict]],
+
     task_status: TaskStatus[
         trio.CancelScope] = trio.TASK_STATUS_IGNORED,
 
@@ -834,7 +796,7 @@ async def handle_keyboard_input(
     # startup
     bar = searchbar
     search = searchbar.parent()
-    chart = search.godwidget
+    godwidget = search.godwidget
     view = bar.view
     view.set_font_size(bar.dpi_font.px_size)
 
@@ -853,7 +815,8 @@ async def handle_keyboard_input(
             )
         )
 
-        async for event, etype, key, mods, txt in recv_chan:
+        async for kbmsg in recv_chan:
+            event, etype, key, mods, txt = kbmsg.to_tuple()
 
             log.debug(f'key: {key}, mods: {mods}, txt: {txt}')
 
@@ -861,11 +824,6 @@ async def handle_keyboard_input(
             if mods == Qt.ControlModifier:
                 ctl = True
 
-            # # ctl + alt as combo
-            # ctlalt = False
-            # if (QtCore.Qt.AltModifier | QtCore.Qt.ControlModifier) == mods:
-            #     ctlalt = True
-
             if key in (Qt.Key_Enter, Qt.Key_Return):
 
                 search.chart_current_item(clear_to_cache=True)
@@ -876,7 +834,7 @@ async def handle_keyboard_input(
                 # if nothing in search text show the cache
                 view.set_section_entries(
                     'cache',
-                    list(reversed(chart._chart_cache)),
+                    list(reversed(godwidget._chart_cache)),
                     clear_all=True,
                 )
                 continue
@@ -890,8 +848,8 @@ async def handle_keyboard_input(
                 search.bar.unfocus()
 
                 # kill the search and focus back on main chart
-                if chart:
-                    chart.linkedsplits.focus()
+                if godwidget:
+                    godwidget.focus()
 
                 continue
 
@@ -950,7 +908,7 @@ async def handle_keyboard_input(
 async def search_simple_dict(
     text: str,
     source: dict,
-) -> Dict[str, Any]:
+) -> dict[str, Any]:
 
     # search routine can be specified as a function such
     # as in the case of the current app's local symbol cache
@@ -964,7 +922,7 @@ async def search_simple_dict(
 
 
 # cache of provider names to async search routines
-_searcher_cache: Dict[str, Callable[..., Awaitable]] = {}
+_searcher_cache: dict[str, Callable[..., Awaitable]] = {}
 
 
 @asynccontextmanager

piker/ui/_style.py

@@ -56,7 +56,6 @@ class DpiAwareFont:
         self._qfont = QtGui.QFont(name)
         self._font_size: str = font_size
         self._qfm = QtGui.QFontMetrics(self._qfont)
-        self._physical_dpi = None
         self._font_inches: float = None
         self._screen = None
 
@@ -82,6 +81,10 @@ class DpiAwareFont:
     def font(self):
         return self._qfont
 
+    def scale(self) -> float:
+        screen = self.screen
+        return screen.logicalDotsPerInch() / screen.physicalDotsPerInch()
+
     @property
     def px_size(self) -> int:
         return self._qfont.pixelSize()
@@ -114,14 +117,14 @@ class DpiAwareFont:
         # dpi is likely somewhat scaled down so use slightly larger font size
         if scale > 1 and self._font_size:
             # TODO: this denominator should probably be determined from
-            # relative aspect rations or something?
+            # relative aspect ratios or something?
             inches = inches * (1 / scale) * (1 + 6/16)
             dpi = mx_dpi
 
         self._font_inches = inches
 
         font_size = math.floor(inches * dpi)
-        log.info(
+        log.debug(
             f"\nscreen:{screen.name()} with pDPI: {pdpi}, lDPI: {ldpi}"
             f"\nOur best guess font size is {font_size}\n"
         )

piker/ui/_window.py

@@ -165,7 +165,11 @@ class MainWindow(QtGui.QMainWindow):
 
             self._status_label = label = QtGui.QLabel()
             label.setStyleSheet(
-                f"QLabel {{ color : {hcolor('gunmetal')}; }}"
+                f"""QLabel {{
+                    color : {hcolor('gunmetal')};
+                }}
+                """
+                # font-size : {font_size}px;
             )
             label.setTextFormat(3)  # markdown
             label.setFont(_font_small.font)
@@ -181,11 +185,13 @@ class MainWindow(QtGui.QMainWindow):
 
     def closeEvent(
         self,
-        event: QtGui.QCloseEvent,
-    ) -> None:
-        """Cancel the root actor asap.
 
-        """
+        event: QtGui.QCloseEvent,
+
+    ) -> None:
+        '''Cancel the root actor asap.
+
+        '''
         # raising KBI seems to get intercepted by by Qt so just use the system.
         os.kill(os.getpid(), signal.SIGINT)
 
@@ -209,18 +215,28 @@ class MainWindow(QtGui.QMainWindow):
 
         return self._status_bar
 
-    def on_focus_change(
+    def set_mode_name(
         self,
-        old: QtGui.QWidget,
-        new: QtGui.QWidget,
+        name: str,
+
     ) -> None:
 
-        log.debug(f'widget focus changed from {old} -> {new}')
+        self.mode_label.setText(f'mode:{name}')
 
-        if new is not None:
+    def on_focus_change(
+        self,
+
+        last: QtGui.QWidget,
+        current: QtGui.QWidget,
+
+    ) -> None:
+
+        log.info(f'widget focus changed from {last} -> {current}')
+
+        if current is not None:
             # cursor left window?
-            name = getattr(new, 'mode_name', '')
-            self.mode_label.setText(name)
+            name = getattr(current, 'mode_name', '')
+            self.set_mode_name(name)
 
     def current_screen(self) -> QtGui.QScreen:
         """Get a frickin screen (if we can, gawd).
@@ -230,7 +246,7 @@ class MainWindow(QtGui.QMainWindow):
 
         for _ in range(3):
             screen = app.screenAt(self.pos())
-            print('trying to access QScreen...')
+            log.debug('trying to access QScreen...')
             if screen is None:
                 time.sleep(0.5)
                 continue

piker/ui/order_mode.py

@@ -18,50 +18,61 @@
 Chart trading, the only way to scalp.
 
 """
-from contextlib import asynccontextmanager
 from dataclasses import dataclass, field
 from pprint import pformat
 import time
 from typing import Optional, Dict, Callable, Any
 import uuid
 
-import pyqtgraph as pg
 from pydantic import BaseModel
+import tractor
 import trio
 
-from ._graphics._lines import LevelLine, position_line
-from ._editors import LineEditor, ArrowEditor
-from ._window import MultiStatus, main_window
 from ..clearing._client import open_ems, OrderBook
 from ..data._source import Symbol
 from ..log import get_logger
+from ._editors import LineEditor, ArrowEditor
+from ._lines import LevelLine
+from ._position import PositionTracker
+from ._window import MultiStatus
+from ._forms import FieldsForm
 
 
 log = get_logger(__name__)
 
 
-class Position(BaseModel):
-    symbol: Symbol
-    size: float
-    avg_price: float
+class OrderDialog(BaseModel):
+    '''Trade dialogue meta-data describing the lifetime
+    of an order submission to ``emsd`` from a chart.
+
+    '''
+    # TODO: use ``pydantic.UUID4`` field
+    uuid: str
+    line: LevelLine
+    last_status_close: Callable = lambda: None
+    msgs: dict[str, dict] = {}
     fills: Dict[str, Any] = {}
 
+    class Config:
+        arbitrary_types_allowed = True
+        underscore_attrs_are_private = False
+
 
 @dataclass
 class OrderMode:
-    '''Major mode for placing orders on a chart view.
+    '''Major UX mode for placing orders on a chart view providing so
+    called, "chart trading".
 
-    This is the default mode that pairs with "follow mode"
-    (when wathing the rt price update at the current time step)
-    and allows entering orders using mouse and keyboard.
-    This object is chart oriented, so there is an instance per
-    chart / view currently.
+    This is the other "main" mode that pairs with "view mode" (when
+    wathing the rt price update at the current time step) and allows
+    entering orders using mouse and keyboard.  This object is chart
+    oriented, so there is an instance per chart / view currently.
 
     Current manual:
         a -> alert
         s/ctrl -> submission type modifier {on: live, off: dark}
-        f (fill) -> buy limit order
-        d (dump) -> sell limit order
+        f (fill) -> 'buy' limit order
+        d (dump) -> 'sell' limit order
         c (cancel) -> cancel order under cursor
         cc -> cancel all submitted orders on chart
         mouse click and drag -> modify current order under cursor
@@ -71,7 +82,9 @@ class OrderMode:
     book: OrderBook
     lines: LineEditor
     arrows: ArrowEditor
-    status_bar: MultiStatus
+    multistatus: MultiStatus
+    pp: PositionTracker
+
     name: str = 'order'
 
     _colors = {
@@ -82,47 +95,27 @@ class OrderMode:
     _action: str = 'alert'
     _exec_mode: str = 'dark'
     _size: float = 100.0
-    _position: Dict[str, Any] = field(default_factory=dict)
-    _position_line: dict = None
 
-    _pending_submissions: dict[str, (LevelLine, Callable)] = field(
-        default_factory=dict)
-
-    def on_position_update(
-        self,
-        msg: dict,
-    ) -> None:
-        print(f'Position update {msg}')
-
-        sym = self.chart._lc._symbol
-        if msg['symbol'].lower() not in sym.key:
-            return
-
-        size = msg['size']
-
-        self._position.update(msg)
-        if self._position_line:
-            self._position_line.delete()
-
-        if size != 0.0:
-            line = self._position_line = position_line(
-                self.chart,
-                level=msg['avg_price'],
-                size=size,
-            )
-            line.show()
+    dialogs: dict[str, OrderDialog] = field(default_factory=dict)
 
     def uuid(self) -> str:
         return str(uuid.uuid4())
 
+    @property
+    def pp_config(self) -> FieldsForm:
+        return self.chart.linked.godwidget.pp_config
+
     def set_exec(
         self,
+
         action: str,
         size: Optional[int] = None,
-    ) -> None:
-        """Set execution mode.
 
-        """
+    ) -> None:
+        '''
+        Set execution mode.
+
+        '''
         # not initialized yet
         if not self.chart.linked.cursor:
             return
@@ -139,33 +132,50 @@ class OrderMode:
             action=action,
         )
 
-    def on_submit(self, uuid: str) -> dict:
-        """On order submitted event, commit the order line
-        and registered order uuid, store ack time stamp.
+    def on_submit(
+        self,
+        uuid: str
 
-        TODO: annotate order line with submission type ('live' vs.
-        'dark').
+    ) -> OrderDialog:
+        '''
+        Order submitted status event handler.
 
-        """
+        Commit the order line and registered order uuid, store ack time stamp.
+
+        '''
         line = self.lines.commit_line(uuid)
 
-        pending = self._pending_submissions.get(uuid)
-        if pending:
-            order_line, func = pending
-            assert order_line is line
-            func()
+        # a submission is the start of a new order dialog
+        dialog = self.dialogs[uuid]
+        dialog.line = line
+        dialog.last_status_close()
 
-        return line
+        return dialog
 
     def on_fill(
         self,
+
         uuid: str,
         price: float,
         arrow_index: float,
-        pointing: Optional[str] = None
-    ) -> None:
 
-        line = self.lines._order_lines.get(uuid)
+        pointing: Optional[str] = None,
+
+    ) -> None:
+        '''
+        Fill msg handler.
+
+        Triggered on reception of a `filled` message from the
+        EMS.
+
+        Update relevant UIs:
+
+        - add arrow annotation on bar
+        - update fill bar size
+
+        '''
+        dialog = self.dialogs[uuid]
+        line = dialog.line
         if line:
             self.arrows.add(
                 uuid,
@@ -174,17 +184,16 @@ class OrderMode:
                 pointing=pointing,
                 color=line.color
             )
+        else:
+            log.warn("No line for order {uuid}!?")
 
     async def on_exec(
         self,
+
         uuid: str,
         msg: Dict[str, Any],
-    ) -> None:
 
-        # only once all fills have cleared and the execution
-        # is complet do we remove our "order line"
-        line = self.lines.remove_line(uuid=uuid)
-        log.debug(f'deleting {line} with oid: {uuid}')
+    ) -> None:
 
         # DESKTOP NOTIFICATIONS
         #
@@ -192,6 +201,7 @@ class OrderMode:
         # not sure if this will ever be a bottleneck,
         # we probably could do graphics stuff first tho?
 
+        # TODO: make this not trash.
         # XXX: linux only for now
         result = await trio.run_process(
             [
@@ -204,7 +214,11 @@ class OrderMode:
         )
         log.runtime(result)
 
-    def on_cancel(self, uuid: str) -> None:
+    def on_cancel(
+        self,
+        uuid: str
+
+    ) -> None:
 
         msg = self.book._sent_orders.pop(uuid, None)
 
@@ -212,10 +226,9 @@ class OrderMode:
             self.lines.remove_line(uuid=uuid)
             self.chart.linked.cursor.show_xhair()
 
-            pending = self._pending_submissions.pop(uuid, None)
-            if pending:
-                order_line, func = pending
-                func()
+            dialog = self.dialogs.pop(uuid, None)
+            if dialog:
+                dialog.last_status_close()
         else:
             log.warning(
                 f'Received cancel for unsubmitted order {pformat(msg)}'
@@ -225,7 +238,7 @@ class OrderMode:
         self,
         size: Optional[float] = None,
 
-    ) -> LevelLine:
+    ) -> OrderDialog:
         """Send execution order to EMS return a level line to
         represent the order on a chart.
 
@@ -234,7 +247,7 @@ class OrderMode:
         # to be displayed when above order ack arrives
         # (means the line graphic doesn't show on screen until the
         # order is live in the emsd).
-        uid = str(uuid.uuid4())
+        oid = str(uuid.uuid4())
 
         size = size or self._size
 
@@ -242,13 +255,49 @@ class OrderMode:
         chart = cursor.active_plot
         y = cursor._datum_xy[1]
 
-        symbol = self.chart._lc._symbol
-
+        symbol = self.chart.linked.symbol
         action = self._action
 
+        # TODO: update the line once an ack event comes back
+        # from the EMS!
+
+        # TODO: place a grey line in "submission" mode
+        # which will be updated to it's appropriate action
+        # color once the submission ack arrives.
+
+        # make line graphic if order push was sucessful
+        line = self.lines.create_order_line(
+            oid,
+            level=y,
+            chart=chart,
+            size=size,
+            action=action,
+        )
+
+        dialog = OrderDialog(
+            uuid=oid,
+            line=line,
+            last_status_close=self.multistatus.open_status(
+                f'submitting {self._exec_mode}-{action}',
+                final_msg=f'submitted {self._exec_mode}-{action}',
+                clear_on_next=True,
+            )
+        )
+
+        # TODO: create a new ``OrderLine`` with this optional var defined
+        line.dialog = dialog
+
+        # enter submission which will be popped once a response
+        # from the EMS is received to move the order to a different# status
+        self.dialogs[oid] = dialog
+
+        # hook up mouse drag handlers
+        line._on_drag_start = self.order_line_modify_start
+        line._on_drag_end = self.order_line_modify_complete
+
         # send order cmd to ems
         self.book.send(
-            uuid=uid,
+            uuid=oid,
             symbol=symbol.key,
             brokers=symbol.brokers,
             price=y,
@@ -257,36 +306,7 @@ class OrderMode:
             exec_mode=self._exec_mode,
         )
 
-        # TODO: update the line once an ack event comes back
-        # from the EMS!
-
-        # make line graphic if order push was
-        # sucessful
-        line = self.lines.create_order_line(
-            uid,
-            level=y,
-            chart=chart,
-            size=size,
-            action=action,
-        )
-        line.oid = uid
-
-        # enter submission which will be popped once a response
-        # from the EMS is received to move the order to a different# status
-        self._pending_submissions[uid] = (
-            line,
-            self.status_bar.open_status(
-                f'submitting {self._exec_mode}-{action}',
-                final_msg=f'submitted {self._exec_mode}-{action}',
-                clear_on_next=True,
-            )
-        )
-
-        # hook up mouse drag handlers
-        line._on_drag_start = self.order_line_modify_start
-        line._on_drag_end = self.order_line_modify_complete
-
-        return line
+        return dialog
 
     def cancel_orders_under_cursor(self) -> list[str]:
         return self.cancel_orders_from_lines(
@@ -309,7 +329,7 @@ class OrderMode:
 
         ids: list = []
         if lines:
-            key = self.status_bar.open_status(
+            key = self.multistatus.open_status(
                 f'cancelling {len(lines)} orders',
                 final_msg=f'cancelled {len(lines)} orders',
                 group_key=True
@@ -317,16 +337,16 @@ class OrderMode:
 
             # cancel all active orders and triggers
             for line in lines:
-                oid = getattr(line, 'oid', None)
+                dialog = getattr(line, 'dialog', None)
 
-                if oid:
-                    self._pending_submissions[oid] = (
-                        line,
-                        self.status_bar.open_status(
-                            f'cancelling order {oid[:6]}',
-                            group_key=key,
-                        ),
+                if dialog:
+                    oid = dialog.uuid
+
+                    cancel_status_close = self.multistatus.open_status(
+                        f'cancelling order {oid[:6]}',
+                        group_key=key,
                     )
+                    dialog.last_status_close = cancel_status_close
 
                     ids.append(oid)
                     self.book.cancel(uuid=oid)
@@ -338,91 +358,105 @@ class OrderMode:
     def order_line_modify_start(
         self,
         line: LevelLine,
+
     ) -> None:
+
         print(f'Line modify: {line}')
         # cancel original order until new position is found
 
     def order_line_modify_complete(
         self,
         line: LevelLine,
-    ) -> None:
-        self.book.update(
-            uuid=line.oid,
 
-            # TODO: should we round this to a nearest tick here?
+    ) -> None:
+
+        self.book.update(
+            uuid=line.dialog.uuid,
+
+            # TODO: must adjust sizing
+            # - should we round this to a nearest tick here and how?
+            # - need to recompute the size from the pp allocator
             price=line.value(),
         )
 
 
-@asynccontextmanager
-async def open_order_mode(
-    symbol: Symbol,
-    chart: pg.PlotWidget,
-    book: OrderBook,
-):
-    status_bar: MultiStatus = main_window().status_bar
-    view = chart._vb
-    lines = LineEditor(chart=chart)
-    arrows = ArrowEditor(chart, {})
-
-    log.info("Opening order mode")
-
-    mode = OrderMode(chart, book, lines, arrows, status_bar)
-    view.mode = mode
-
-    asset_type = symbol.type_key
-
-    if asset_type == 'stock':
-        mode._size = 100.0
-
-    elif asset_type in ('future', 'option', 'futures_option'):
-        mode._size = 1.0
-
-    else:  # to be safe
-        mode._size = 1.0
-
-    try:
-        yield mode
-
-    finally:
-        # XXX special teardown handling like for ex.
-        # - cancelling orders if needed?
-        # - closing positions if desired?
-        # - switching special condition orders to safer/more reliable variants
-        log.info("Closing order mode")
-
-
-async def start_order_mode(
+async def run_order_mode(
 
     chart: 'ChartPlotWidget',  # noqa
     symbol: Symbol,
     brokername: str,
-
     started: trio.Event,
 
 ) -> None:
     '''Activate chart-trader order mode loop:
+
       - connect to emsd
       - load existing positions
-      - begin order handling loop
+      - begin EMS response handling loop which updates local
+        state, mostly graphics / UI.
 
     '''
-    done = chart.window().status_bar.open_status('starting order mode..')
+    multistatus = chart.window().status_bar
+    done = multistatus.open_status('starting order mode..')
+
+    book: OrderBook
+    trades_stream: tractor.MsgStream
+    positions: dict
 
     # spawn EMS actor-service
     async with (
-        open_ems(brokername, symbol) as (book, trades_stream, positions),
-        open_order_mode(symbol, chart, book) as order_mode,
 
-        # # start async input handling for chart's view
-        # # await godwidget._task_stack.enter_async_context(
-        # chart._vb.open_async_input_handler(),
+        open_ems(brokername, symbol) as (
+            book,
+            trades_stream,
+            positions
+        ),
+
     ):
+        view = chart.view
+        lines = LineEditor(chart=chart)
+        arrows = ArrowEditor(chart, {})
 
-        # update any exising positions
+        log.info("Opening order mode")
+
+        pp = PositionTracker(chart)
+        pp.hide()
+
+        mode = OrderMode(
+            chart,
+            book,
+            lines,
+            arrows,
+            multistatus,
+            pp,
+        )
+
+        # TODO: create a mode "manager" of sorts?
+        # -> probably just call it "UxModes" err sumthin?
+        # so that view handlers can access it
+        view.mode = mode
+
+        asset_type = symbol.type_key
+
+        # default entry sizing
+        if asset_type == 'stock':
+            mode._size = 100.0
+
+        elif asset_type in ('future', 'option', 'futures_option'):
+            mode._size = 1.0
+
+        else:  # to be safe
+            mode._size = 1.0
+
+        # update any exising position
         for sym, msg in positions.items():
-            order_mode.on_position_update(msg)
 
+            our_sym = mode.chart.linked._symbol.key
+            if sym.lower() in our_sym:
+                pp.update(msg)
+
+        # TODO: this should go onto some sort of
+        # data-view strimg thinger..right?
         def get_index(time: float):
 
             # XXX: not sure why the time is so off here
@@ -440,7 +474,12 @@ async def start_order_mode(
         done()
 
         # start async input handling for chart's view
-        async with chart._vb.open_async_input_handler():
+        async with (
+            chart._vb.open_async_input_handler(),
+
+            # TODO: config form handler nursery
+
+        ):
 
             # signal to top level symbol loading task we're ready
             # to handle input since the ems connection is ready
@@ -458,12 +497,29 @@ async def start_order_mode(
                     'position',
                 ):
                     # show line label once order is live
-                    order_mode.on_position_update(msg)
+
+                    sym = mode.chart.linked.symbol
+                    if msg['symbol'].lower() in sym.key:
+                        pp.update(msg)
+
+                    # short circuit to next msg to avoid
+                    # uncessary msg content lookups
                     continue
 
                 resp = msg['resp']
                 oid = msg['oid']
 
+                dialog = mode.dialogs.get(oid)
+                if dialog is None:
+                    log.warning(f'received msg for untracked dialog:\n{fmsg}')
+
+                    # TODO: enable pure tracking / mirroring of dialogs
+                    # is desired.
+                    continue
+
+                # record message to dialog tracking
+                dialog.msgs[oid] = msg
+
                 # response to 'action' request (buy/sell)
                 if resp in (
                     'dark_submitted',
@@ -471,7 +527,7 @@ async def start_order_mode(
                 ):
 
                     # show line label once order is live
-                    order_mode.on_submit(oid)
+                    mode.on_submit(oid)
 
                 # resp to 'cancel' request or error condition
                 # for action request
@@ -481,7 +537,7 @@ async def start_order_mode(
                     'dark_cancelled'
                 ):
                     # delete level line from view
-                    order_mode.on_cancel(oid)
+                    mode.on_cancel(oid)
 
                 elif resp in (
                     'dark_triggered'
@@ -493,18 +549,23 @@ async def start_order_mode(
                 ):
                     # should only be one "fill" for an alert
                     # add a triangle and remove the level line
-                    order_mode.on_fill(
+                    mode.on_fill(
                         oid,
                         price=msg['trigger_price'],
-                        arrow_index=get_index(time.time())
+                        arrow_index=get_index(time.time()),
                     )
-                    await order_mode.on_exec(oid, msg)
+                    mode.lines.remove_line(uuid=oid)
+                    await mode.on_exec(oid, msg)
 
                 # response to completed 'action' request for buy/sell
                 elif resp in (
                     'broker_executed',
                 ):
-                    await order_mode.on_exec(oid, msg)
+                    # right now this is just triggering a system alert
+                    await mode.on_exec(oid, msg)
+
+                    if msg['brokerd_msg']['remaining'] == 0:
+                        mode.lines.remove_line(uuid=oid)
 
                 # each clearing tick is responded individually
                 elif resp in ('broker_filled',):
@@ -518,7 +579,7 @@ async def start_order_mode(
                     details = msg['brokerd_msg']
 
                     # TODO: some kinda progress system
-                    order_mode.on_fill(
+                    mode.on_fill(
                         oid,
                         price=details['price'],
                         pointing='up' if action == 'buy' else 'down',
@@ -526,3 +587,5 @@ async def start_order_mode(
                         # TODO: put the actual exchange timestamp
                         arrow_index=get_index(details['broker_time']),
                     )
+
+                    pp.info.fills.append(msg)