Set isn't serializable on std msgpack

Use a fixed worker count and don't respawn for every chart, instead
opting for a round-robin to tasks in a cluster and (for now) hoping for
the best in terms of trio scheduling, though we should obviously route
via symbol-locality next. This is currently a boon for chart spawning
startup times since actor creation is done AOT.

Additionally,
- use `zero_on_step` for dollar volume
- drop rsi on startup (again)
- add dollar volume (via fsp) along side unit volume
- litter more profiling to fsp chart startup sequence
- pre-define tick type classes for update loop

README.rst

@@ -72,6 +72,34 @@ for a development install::
     pip install -r requirements.txt -e .
 
 
+install for tinas
+*****************
+for windows peeps you can start by getting `conda installed`_
+and the `C++ build toolz`_ on your system.
+
+then, `crack a conda shell`_ and run the following commands::
+
+    conda create piker --python=3.9
+    conda activate piker
+    conda install pip
+    pip install --upgrade setuptools
+    cd dIreCToRieZ\oF\cODez\piker\
+    pip install -r requirements -e .
+
+
+in order to look coolio in front of all ur tina friends (and maybe
+want to help us with testin, hackzing or configgin), install
+`vscode`_ and `setup a coolio tiled wm console`_ so you can start
+living the life of the tech literate..
+
+.. _conda installed: https://
+.. _C++ build toolz: https://
+.. _crack a conda shell: https://
+.. _vscode: https://
+
+.. link to the tina guide
+.. _setup a coolio tiled wm console: https://
+
 provider support
 ****************
 for live data feeds the in-progress set of supported brokers is:

piker/_cacheables.py

@@ -18,30 +18,18 @@
 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 (
-    Any,
-    Hashable,
-    Optional,
-    TypeVar,
-    AsyncContextManager,
-)
 from contextlib import (
     asynccontextmanager,
 )
 
-import trio
-from trio_typing import TaskStatus
-import tractor
+from tractor.trionics import maybe_open_context
 
 from .brokers import get_brokermod
 from .log import get_logger
 
 
-T = TypeVar('T')
 log = get_logger(__name__)
 
 
@@ -74,112 +62,6 @@ def async_lifo_cache(maxsize=128):
     return decorator
 
 
-_cache: dict[str, 'Client'] = {}  # noqa
-
-
-class cache:
-    '''Globally (processs wide) cached, task access to a
-    kept-alive-while-in-use async resource.
-
-    '''
-    lock = trio.Lock()
-    users: int = 0
-    values: dict[Any,  Any] = {}
-    resources: dict[
-        int,
-        Optional[tuple[trio.Nursery, trio.Event]]
-    ] = {}
-    no_more_users: Optional[trio.Event] = None
-
-    @classmethod
-    async def run_ctx(
-        cls,
-        mng,
-        key,
-        task_status: TaskStatus[T] = trio.TASK_STATUS_IGNORED,
-
-    ) -> None:
-        async with mng as value:
-
-            _, no_more_users = cls.resources[id(mng)]
-            cls.values[key] = value
-            task_status.started(value)
-            try:
-                await no_more_users.wait()
-            finally:
-                value = cls.values.pop(key)
-                # discard nursery ref so it won't be re-used (an error)
-                cls.resources.pop(id(mng))
-
-
-@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.
-
-    '''
-
-    await cache.lock.acquire()
-
-    ctx_key = id(mngr)
-
-    value = None
-    try:
-        # lock feed acquisition around task racing  / ``trio``'s
-        # scheduler protocol
-        value = cache.values[key]
-        log.info(f'Reusing cached resource for {key}')
-        cache.users += 1
-        cache.lock.release()
-        yield True, value
-
-    except KeyError:
-        log.info(f'Allocating new resource for {key}')
-
-        # **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.
-
-        # TODO: avoid pulling from ``tractor`` internals and
-        # instead offer a "root nursery" in piker actors?
-        service_n = tractor.current_actor()._service_n
-
-        # TODO: does this need to be a tractor "root nursery"?
-        ln = cache.resources.get(ctx_key)
-        assert not ln
-
-        ln, _ = cache.resources[ctx_key] = (service_n, trio.Event())
-
-        value = await ln.start(cache.run_ctx, mngr, key)
-        cache.users += 1
-        cache.lock.release()
-
-        yield False, value
-
-    finally:
-        cache.users -= 1
-
-        if cache.lock.locked():
-            cache.lock.release()
-
-        if value is not None:
-            # if no more consumers, teardown the client
-            if cache.users <= 0:
-                log.warning(f'De-allocating resource for {key}')
-
-                # terminate mngr nursery
-                entry = cache.resources.get(ctx_key)
-                if entry:
-                    _, no_more_users = entry
-                    no_more_users.set()
-
-
 @asynccontextmanager
 async def open_cached_client(
     brokername: str,
@@ -190,7 +72,7 @@ async def open_cached_client(
 
     '''
     brokermod = get_brokermod(brokername)
-    async with maybe_open_ctx(
+    async with maybe_open_context(
         key=brokername,
         mngr=brokermod.get_client(),
     ) as (cache_hit, client):

piker/_profile.py

@@ -21,7 +21,7 @@ Profiling wrappers for internal libs.
 import time
 from functools import wraps
 
-_pg_profile: bool = False
+_pg_profile: bool = True
 
 
 def pg_profile_enabled() -> bool:

piker/brokers/binance.py

@@ -19,7 +19,7 @@ Binance backend
 
 """
 from contextlib import asynccontextmanager
-from typing import List, Dict, Any, Tuple, Union, Optional
+from typing import List, Dict, Any, Tuple, Union, Optional, AsyncGenerator
 import time
 
 import trio
@@ -37,7 +37,7 @@ from .._cacheables import open_cached_client
 from ._util import resproc, SymbolNotFound
 from ..log import get_logger, get_console_log
 from ..data import ShmArray
-from ..data._web_bs import open_autorecon_ws
+from ..data._web_bs import open_autorecon_ws, NoBsWs
 
 log = get_logger(__name__)
 
@@ -213,7 +213,7 @@ class Client:
         )
         # repack in dict form
         return {item[0]['symbol']: item[0]
-         for item in matches}
+                for item in matches}
 
     async def bars(
         self,
@@ -295,7 +295,7 @@ class AggTrade(BaseModel):
     M: bool  # Ignore
 
 
-async def stream_messages(ws):
+async def stream_messages(ws: NoBsWs) -> AsyncGenerator[NoBsWs, dict]:
 
     timeouts = 0
     while True:
@@ -487,11 +487,20 @@ async def stream_quotes(
             # signal to caller feed is ready for consumption
             feed_is_live.set()
 
+            # import time
+            # last = time.time()
+
             # start streaming
             async for typ, msg in msg_gen:
 
+                # period = time.time() - last
+                # hz = 1/period if period else float('inf')
+                # if hz > 60:
+                #     log.info(f'Binance quotez : {hz}')
+
                 topic = msg['symbol'].lower()
                 await send_chan.send({topic: msg})
+                # last = time.time()
 
 
 @tractor.context

piker/brokers/ib.py

@@ -1157,6 +1157,11 @@ async def backfill_bars(
     https://github.com/pikers/piker/issues/128
 
     """
+    if platform.system() == 'Windows':
+        log.warning(
+            'Decreasing history query count to 4 since, windows...')
+        count = 4
+
     out, fails = await get_bars(sym)
     if out is None:
         raise RuntimeError("Could not pull currrent history?!")

piker/clearing/_allocate.py

@@ -87,13 +87,21 @@ class Allocator(BaseModel):
 
     symbol: Symbol
     account: Optional[str] = 'paper'
-    size_unit: SizeUnit = 'currency'
+    # TODO: for enums this clearly doesn't fucking work, you can't set
+    # a default at startup by passing in a `dict` but yet you can set
+    # that value through assignment..for wtv cucked reason.. honestly, pure
+    # unintuitive garbage.
+    size_unit: str = 'currency'
     _size_units: dict[str, Optional[str]] = _size_units
 
-    @validator('size_unit')
-    def lookup_key(cls, v):
+    @validator('size_unit', pre=True)
+    def maybe_lookup_key(cls, v):
         # apply the corresponding enum key for the text "description" value
-        return v.name
+        if v not in _size_units:
+            return _size_units.inverse[v]
+
+        assert v in _size_units
+        return v
 
     # TODO: if we ever want ot support non-uniform entry-slot-proportion
     # "sizes"
@@ -157,6 +165,9 @@ class Allocator(BaseModel):
             slot_size = currency_per_slot / price
             l_sub_pp = (self.currency_limit - live_cost_basis) / price
 
+        else:
+            raise ValueError(f"Not valid size unit '{size}'")
+
         # an entry (adding-to or starting a pp)
         if (
             action == 'buy' and live_size > 0 or
@@ -204,7 +215,14 @@ class Allocator(BaseModel):
                 # **without** going past a net-zero pp. if the pp is
                 # > 1.5x a slot size, then front load: exit a slot's and
                 # expect net-zero to be acquired on the final exit.
-                slot_size < pp_size < round((1.5*slot_size), ndigits=ld)
+                slot_size < pp_size < round((1.5*slot_size), ndigits=ld) or
+
+                # underlying requires discrete (int) units (eg. stocks)
+                # and thus our slot size (based on our limit) would
+                # exit a fractional unit's worth so, presuming we aren't
+                # supporting a fractional-units-style broker, we need
+                # exit the final unit.
+                ld == 0 and abs_live_size == 1
             ):
                 order_size = abs_live_size
 
@@ -259,7 +277,7 @@ def mk_allocator(
     # default allocation settings
     defaults: dict[str, float] = {
         'account': None,  # select paper by default
-        'size_unit': _size_units['currency'],
+        'size_unit': 'currency', #_size_units['currency'],
         'units_limit': 400,
         'currency_limit': 5e3,
         'slots': 4,
@@ -274,8 +292,8 @@ def mk_allocator(
     # load and retreive user settings for default allocations
     # ``config.toml``
     user_def = {
-        'currency_limit': 5e3,
-        'slots': 4,
+        'currency_limit': 6e3,
+        'slots': 6,
     }
 
     defaults.update(user_def)
@@ -287,6 +305,7 @@ def mk_allocator(
 
     asset_type = symbol.type_key
 
+
     # specific configs by asset class / type
 
     if asset_type in ('future', 'option', 'futures_option'):
@@ -308,9 +327,12 @@ def mk_allocator(
             alloc.currency_limit = round(startup_size, ndigits=2)
 
     else:
-        startup_size = startup_pp.size
+        startup_size = abs(startup_pp.size)
 
         if startup_size > alloc.units_limit:
             alloc.units_limit = startup_size
 
+            if asset_type in ('future', 'option', 'futures_option'):
+                alloc.slots = alloc.units_limit
+
     return alloc

piker/clearing/_ems.py

@@ -20,6 +20,7 @@ In da suit parlances: "Execution management systems"
 """
 from contextlib import asynccontextmanager
 from dataclasses import dataclass, field
+from math import isnan
 from pprint import pformat
 import time
 from typing import AsyncIterator, Callable
@@ -47,9 +48,11 @@ log = get_logger(__name__)
 
 # TODO: numba all of this
 def mk_check(
+
     trigger_price: float,
     known_last: float,
     action: str,
+
 ) -> Callable[[float, float], bool]:
     """Create a predicate for given ``exec_price`` based on last known
     price, ``known_last``.
@@ -77,8 +80,7 @@ def mk_check(
 
         return check_lt
 
-    else:
-        return None
+    raise ValueError('trigger: {trigger_price}, last: {known_last}')
 
 
 @dataclass
@@ -177,7 +179,15 @@ async def clear_dark_triggers(
                     tuple(execs.items())
                 ):
 
-                    if not pred or (ttype not in tf) or (not pred(price)):
+                    if (
+                        not pred or
+                        ttype not in tf or
+                        not pred(price)
+                    ):
+                        log.debug(
+                            f'skipping quote for {sym} '
+                            f'{pred}, {ttype} not in {tf}?, {pred(price)}'
+                        )
                         # majority of iterations will be non-matches
                         continue
 
@@ -269,7 +279,7 @@ class TradesRelay:
     positions: dict[str, dict[str, BrokerdPosition]]
 
     # allowed account names
-    accounts: set[str]
+    accounts: tuple[str]
 
     # count of connected ems clients for this ``brokerd``
     consumers: int = 0
@@ -414,6 +424,9 @@ async def open_brokerd_trades_dialogue(
             )
 
         try:
+            positions: list[BrokerdPosition]
+            accounts: tuple[str]
+
             async with (
                 open_trades_endpoint as (brokerd_ctx, (positions, accounts,)),
                 brokerd_ctx.open_stream() as brokerd_trades_stream,
@@ -449,7 +462,7 @@ async def open_brokerd_trades_dialogue(
                 relay = TradesRelay(
                     brokerd_dialogue=brokerd_trades_stream,
                     positions=pps,
-                    accounts=set(accounts),
+                    accounts=accounts,
                     consumers=1,
                 )
 
@@ -1002,7 +1015,8 @@ async def _emsd_main(
         first_quote = feed.first_quotes[symbol]
 
         book = _router.get_dark_book(broker)
-        book.lasts[(broker, symbol)] = first_quote['last']
+        last = book.lasts[(broker, symbol)] = first_quote['last']
+        assert not isnan(last)  # ib is a cucker but we've fixed it in the backend
 
         # open a stream with the brokerd backend for order
         # flow dialogue
@@ -1032,7 +1046,7 @@ async def _emsd_main(
 
             # signal to client that we're started and deliver
             # all known pps and accounts for this ``brokerd``.
-            await ems_ctx.started((pp_msgs, relay.accounts))
+            await ems_ctx.started((pp_msgs, list(relay.accounts)))
 
             # establish 2-way stream with requesting order-client and
             # begin handling inbound order requests and updates

piker/config.py

@@ -60,7 +60,7 @@ def repodir():
     """
     dirpath = os.path.abspath(
         # we're 3 levels down in **this** module file
-        dirname(dirname(dirname(os.path.realpath(__file__))))
+        dirname(dirname(os.path.realpath(__file__)))
     )
     return dirpath
 
@@ -73,7 +73,7 @@ def load(
     path = path or get_broker_conf_path()
     if not os.path.isfile(path):
         shutil.copyfile(
-            os.path.join(repodir(), 'data/brokers.toml'),
+            os.path.join(repodir(), 'config', 'brokers.toml'),
             path,
         )
 

piker/data/_sampling.py

@@ -313,7 +313,8 @@ async def uniform_rate_send(
 
             except trio.WouldBlock:
                 now = time.time()
-                rate = 1 / (now - last_send)
+                diff = now - last_send
+                rate = 1 / diff if diff else float('inf')
                 last_send = now
 
                 # log.info(f'{rate} Hz sending quotes')  # \n{first_quote}')

piker/data/_sharedmem.py

@@ -272,9 +272,8 @@ class ShmArray:
             return end
 
         except ValueError as err:
-            # shoudl raise if diff detected
+            # should raise if diff detected
             self.diff_err_fields(data)
-
             raise err
 
     def diff_err_fields(
@@ -395,6 +394,7 @@ def open_shm_array(
 
     # "unlink" created shm on process teardown by
     # pushing teardown calls onto actor context stack
+
     tractor._actor._lifetime_stack.callback(shmarr.close)
     tractor._actor._lifetime_stack.callback(shmarr.destroy)
 

piker/data/_source.py

@@ -133,9 +133,11 @@ def mk_symbol(
 
 
 def from_df(
+
     df: pd.DataFrame,
     source=None,
     default_tf=None
+
 ) -> np.recarray:
     """Convert OHLC formatted ``pandas.DataFrame`` to ``numpy.recarray``.
 

piker/data/_web_bs.py

@@ -20,7 +20,7 @@ ToOlS fOr CoPInG wITh "tHE wEB" protocols.
 """
 from contextlib import asynccontextmanager, AsyncExitStack
 from types import ModuleType
-from typing import Any, Callable
+from typing import Any, Callable, AsyncGenerator
 import json
 
 import trio
@@ -127,7 +127,7 @@ async def open_autorecon_ws(
 
     # TODO: proper type annot smh
     fixture: Callable,
-):
+) -> AsyncGenerator[tuple[...],  NoBsWs]:
     """Apparently we can QoS for all sorts of reasons..so catch em.
 
     """

piker/data/feed.py

@@ -34,11 +34,10 @@ 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 .._cacheables import maybe_open_context
 from ..log import get_logger, get_console_log
 from .._daemon import (
     maybe_spawn_brokerd,
@@ -247,7 +246,7 @@ async def allocate_persistent_feed(
 
 
 @tractor.context
-async def attach_feed_bus(
+async def open_feed_bus(
 
     ctx: tractor.Context,
     brokername: str,
@@ -364,7 +363,7 @@ async def open_sample_step_stream(
     # XXX: this should be singleton on a host,
     # a lone broker-daemon per provider should be
     # created for all practical purposes
-    async with maybe_open_ctx(
+    async with maybe_open_context(
         key=delay_s,
         mngr=portal.open_stream_from(
             iter_ohlc_periods,
@@ -507,7 +506,7 @@ async def open_feed(
 
         portal.open_context(
 
-            attach_feed_bus,
+            open_feed_bus,
             brokername=brokername,
             symbol=sym,
             loglevel=loglevel,
@@ -586,7 +585,7 @@ async def maybe_open_feed(
     '''
     sym = symbols[0].lower()
 
-    async with maybe_open_ctx(
+    async with maybe_open_context(
         key=(brokername, sym),
         mngr=open_feed(
             brokername,

piker/fsp/_engine.py

@@ -34,7 +34,7 @@ from ..data import attach_shm_array
 from ..data.feed import Feed
 from ..data._sharedmem import ShmArray
 from ._momo import _rsi, _wma
-from ._volume import _tina_vwap
+from ._volume import _tina_vwap, dolla_vlm
 
 log = get_logger(__name__)
 
@@ -42,6 +42,7 @@ _fsp_builtins = {
     'rsi': _rsi,
     'wma': _wma,
     'vwap': _tina_vwap,
+    'dolla_vlm': dolla_vlm,
 }
 
 # TODO: things to figure the heck out:

piker/fsp/_volume.py

@@ -14,16 +14,20 @@
 # 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/>.
 
-from typing import AsyncIterator, Optional
+from typing import AsyncIterator, Optional, Union
 
 import numpy as np
+from tractor.trionics._broadcast import AsyncReceiver
 
 from ..data._normalize import iterticks
+from ..data._sharedmem import ShmArray
 
 
 def wap(
+
     signal: np.ndarray,
     weights: np.ndarray,
+
 ) -> np.ndarray:
     """Weighted average price from signal and weights.
 
@@ -47,15 +51,22 @@ def wap(
 
 
 async def _tina_vwap(
-    source,  #: AsyncStream[np.ndarray],
-    ohlcv: np.ndarray,  # price time-frame "aware"
+
+    source: AsyncReceiver[dict],
+    ohlcv: ShmArray,  # OHLC sampled history
+
+    # TODO: anchor logic (eg. to session start)
     anchors: Optional[np.ndarray] = None,
-) -> AsyncIterator[np.ndarray]:  # maybe something like like FspStream?
-    """Streaming volume weighted moving average.
+
+) -> Union[
+    AsyncIterator[np.ndarray],
+    float
+]:
+    '''Streaming volume weighted moving average.
 
     Calling this "tina" for now since we're using HLC3 instead of tick.
 
-    """
+    '''
     if anchors is None:
         # TODO:
         # anchor to session start of data if possible
@@ -75,7 +86,6 @@ async def _tina_vwap(
     # vwap_tot = h_vwap[-1]
 
     async for quote in source:
-
         for tick in iterticks(quote, types=['trade']):
 
             # c, h, l, v = ohlcv.array[-1][
@@ -91,3 +101,44 @@ async def _tina_vwap(
 
             # yield ((((o + h + l) / 3) * v) weights_tot) / v_tot
             yield w_tot / v_tot
+
+
+async def dolla_vlm(
+    source: AsyncReceiver[dict],
+    ohlcv: ShmArray,  # OHLC sampled history
+
+) -> Union[
+    AsyncIterator[np.ndarray],
+    float
+]:
+    a = ohlcv.array
+    chl3 = (a['close'] + a['high'] + a['low']) / 3
+    v = a['volume']
+
+    # history
+    yield chl3 * v
+
+    i = ohlcv.index
+    lvlm = 0
+
+    async for quote in source:
+        for tick in iterticks(quote):
+
+            # this computes tick-by-tick weightings from here forward
+            size = tick['size']
+            price = tick['price']
+
+            li = ohlcv.index
+            if li > i:
+                i = li
+                lvlm = 0
+
+            c, h, l, v = ohlcv.last()[
+                ['close', 'high', 'low', 'volume']
+            ][0]
+
+            lvlm += price * size
+            tina_lvlm = c+h+l/3 * v
+            # print(f' tinal vlm: {tina_lvlm}')
+
+            yield lvlm

piker/trionics.py

@@ -0,0 +1,80 @@
+# piker: trading gear for hackers
+# Copyright (C) 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/>.
+
+'''
+sugarz for trio/tractor conc peeps.
+
+'''
+from typing import AsyncContextManager
+from typing import TypeVar
+from contextlib import asynccontextmanager as acm
+
+import trio
+
+
+# A regular invariant generic type
+T = TypeVar("T")
+
+
+async def _enter_and_sleep(
+
+    mngr: AsyncContextManager[T],
+    to_yield: dict[int, T],
+    all_entered: trio.Event,
+    # task_status: TaskStatus[T] = trio.TASK_STATUS_IGNORED,
+
+) -> T:
+    '''Open the async context manager deliver it's value
+    to this task's spawner and sleep until cancelled.
+
+    '''
+    async with mngr as value:
+        to_yield[id(mngr)] = value
+
+        if all(to_yield.values()):
+            all_entered.set()
+
+        # sleep until cancelled
+        await trio.sleep_forever()
+
+
+@acm
+async def async_enter_all(
+
+    *mngrs: list[AsyncContextManager[T]],
+
+) -> tuple[T]:
+
+    to_yield = {}.fromkeys(id(mngr) for mngr in mngrs)
+
+    all_entered = trio.Event()
+
+    async with trio.open_nursery() as n:
+        for mngr in mngrs:
+            n.start_soon(
+                _enter_and_sleep,
+                mngr,
+                to_yield,
+                all_entered,
+            )
+
+        # deliver control once all managers have started up
+        await all_entered.wait()
+        yield tuple(to_yield.values())
+
+        # tear down all sleeper tasks thus triggering individual
+        # mngr ``__aexit__()``s.
+        n.cancel_scope.cancel()

piker/ui/_app.py

@@ -85,11 +85,11 @@ async def _async_main(
     screen = godwidget.window.current_screen()
 
     # configure graphics update throttling based on display refresh rate
-    _display._clear_throttle_rate = min(
+    _display._quote_throttle_rate = min(
         round(screen.refreshRate()),
-        _display._clear_throttle_rate,
+        _display._quote_throttle_rate,
     )
-    log.info(f'Set graphics update rate to {_display._clear_throttle_rate} Hz')
+    log.info(f'Set graphics update rate to {_display._quote_throttle_rate} Hz')
 
     # TODO: do styling / themeing setup
     # _style.style_ze_sheets(godwidget)

piker/ui/_chart.py

@@ -25,6 +25,9 @@ from PyQt5.QtCore import Qt
 from PyQt5.QtWidgets import (
     QFrame,
     QWidget,
+    QHBoxLayout,
+    QVBoxLayout,
+    QSplitter,
     # QSizePolicy,
 )
 import numpy as np
@@ -53,6 +56,7 @@ from ._style import (
 )
 from ..data.feed import Feed
 from ..data._source import Symbol
+from ..data._sharedmem import ShmArray
 from ..log import get_logger
 from ._interaction import ChartView
 from ._forms import FieldsForm
@@ -64,11 +68,11 @@ log = get_logger(__name__)
 class GodWidget(QWidget):
     '''
     "Our lord and savior, the holy child of window-shua, there is no
-    widget above thee." - 6|6
+    widget above thee." - 6||6
 
     The highest level composed widget which contains layouts for
-    organizing lower level charts as well as other widgets used to
-    control or modify them.
+    organizing charts as well as other sub-widgets used to control or
+    modify them.
 
     '''
     def __init__(
@@ -80,19 +84,19 @@ class GodWidget(QWidget):
 
         super().__init__(parent)
 
-        self.hbox = QtWidgets.QHBoxLayout(self)
+        self.hbox = QHBoxLayout(self)
         self.hbox.setContentsMargins(0, 0, 0, 0)
         self.hbox.setSpacing(6)
         self.hbox.setAlignment(Qt.AlignTop)
 
-        self.vbox = QtWidgets.QVBoxLayout()
+        self.vbox = QVBoxLayout()
         self.vbox.setContentsMargins(0, 0, 0, 0)
         self.vbox.setSpacing(2)
         self.vbox.setAlignment(Qt.AlignTop)
 
         self.hbox.addLayout(self.vbox)
 
-        # self.toolbar_layout = QtWidgets.QHBoxLayout()
+        # self.toolbar_layout = QHBoxLayout()
         # self.toolbar_layout.setContentsMargins(0, 0, 0, 0)
         # self.vbox.addLayout(self.toolbar_layout)
 
@@ -106,25 +110,8 @@ class GodWidget(QWidget):
         # assigned in the startup func `_async_main()`
         self._root_n: trio.Nursery = None
 
-    def set_chart_symbol(
-        self,
-        symbol_key: str,  # of form <fqsn>.<providername>
-        linkedsplits: 'LinkedSplits',  # type: ignore
-
-    ) -> None:
-        # re-sort org cache symbol list in LIFO order
-        cache = self._chart_cache
-        cache.pop(symbol_key, None)
-        cache[symbol_key] = linkedsplits
-
-    def get_chart_symbol(
-        self,
-        symbol_key: str,
-    ) -> 'LinkedSplits':  # type: ignore
-        return self._chart_cache.get(symbol_key)
-
     # def init_timeframes_ui(self):
-    #     self.tf_layout = QtWidgets.QHBoxLayout()
+    #     self.tf_layout = QHBoxLayout()
     #     self.tf_layout.setSpacing(0)
     #     self.tf_layout.setContentsMargins(0, 12, 0, 0)
     #     time_frames = ('1M', '5M', '15M', '30M', '1H', '1D', '1W', 'MN')
@@ -145,6 +132,23 @@ class GodWidget(QWidget):
     #     self.strategy_box = StrategyBoxWidget(self)
     #     self.toolbar_layout.addWidget(self.strategy_box)
 
+    def set_chart_symbol(
+        self,
+        symbol_key: str,  # of form <fqsn>.<providername>
+        linkedsplits: 'LinkedSplits',  # type: ignore
+
+    ) -> None:
+        # re-sort org cache symbol list in LIFO order
+        cache = self._chart_cache
+        cache.pop(symbol_key, None)
+        cache[symbol_key] = linkedsplits
+
+    def get_chart_symbol(
+        self,
+        symbol_key: str,
+    ) -> 'LinkedSplits':  # type: ignore
+        return self._chart_cache.get(symbol_key)
+
     async def load_symbol(
         self,
 
@@ -255,7 +259,7 @@ class ChartnPane(QFrame):
 
     '''
     sidepane: FieldsForm
-    hbox: QtWidgets.QHBoxLayout
+    hbox: QHBoxLayout
     chart: Optional['ChartPlotWidget'] = None
 
     def __init__(
@@ -271,7 +275,7 @@ class ChartnPane(QFrame):
         self.sidepane = sidepane
         self.chart = None
 
-        hbox = self.hbox = QtWidgets.QHBoxLayout(self)
+        hbox = self.hbox = QHBoxLayout(self)
         hbox.setAlignment(Qt.AlignTop | Qt.AlignLeft)
         hbox.setContentsMargins(0, 0, 0, 0)
         hbox.setSpacing(3)
@@ -281,21 +285,14 @@ class ChartnPane(QFrame):
 
 class LinkedSplits(QWidget):
     '''
-    Widget that holds a central chart plus derived
-    subcharts computed from the original data set apart
-    by splitters for resizing.
+    Composite that holds a central chart plus a set of (derived)
+    subcharts (usually computed from the original data) arranged in
+    a splitter for resizing.
 
     A single internal references to the data is maintained
     for each chart and can be updated externally.
 
     '''
-    long_pen = pg.mkPen('#006000')
-    long_brush = pg.mkBrush('#00ff00')
-    short_pen = pg.mkPen('#600000')
-    short_brush = pg.mkBrush('#ff0000')
-
-    zoomIsDisabled = QtCore.pyqtSignal(bool)
-
     def __init__(
 
         self,
@@ -325,11 +322,11 @@ class LinkedSplits(QWidget):
         #     self.xaxis_ind.setStyle(showValues=False)
         #     self.xaxis.hide()
 
-        self.splitter = QtWidgets.QSplitter(QtCore.Qt.Vertical)
-        self.splitter.setMidLineWidth(1)
-        self.splitter.setHandleWidth(0)
+        self.splitter = QSplitter(QtCore.Qt.Vertical)
+        self.splitter.setMidLineWidth(0)
+        self.splitter.setHandleWidth(2)
 
-        self.layout = QtWidgets.QVBoxLayout(self)
+        self.layout = QVBoxLayout(self)
         self.layout.setContentsMargins(0, 0, 0, 0)
         self.layout.addWidget(self.splitter)
 
@@ -341,20 +338,28 @@ class LinkedSplits(QWidget):
 
     def set_split_sizes(
         self,
-        # prop: float = 0.375,  # proportion allocated to consumer subcharts
-        prop: float = 5/8,
+        prop: Optional[float] = None,
 
     ) -> None:
         '''Set the proportion of space allocated for linked subcharts.
 
         '''
+        ln = len(self.subplots)
+
+        if not prop:
+            # proportion allocated to consumer subcharts
+            if ln < 2:
+                prop = 1/(.666 * 6)
+            elif ln >= 2:
+                prop = 3/8
+
         major = 1 - prop
-        min_h_ind = int((self.height() * prop) / len(self.subplots))
+        min_h_ind = int((self.height() * prop) / ln)
 
         sizes = [int(self.height() * major)]
-        sizes.extend([min_h_ind] * len(self.subplots))
+        sizes.extend([min_h_ind] * ln)
 
-        self.splitter.setSizes(sizes)  # , int(self.height()*0.2)
+        self.splitter.setSizes(sizes)
 
     def focus(self) -> None:
         if self.chart is not None:
@@ -374,16 +379,21 @@ class LinkedSplits(QWidget):
         style: str = 'bar',
 
     ) -> 'ChartPlotWidget':
-        """Start up and show main (price) chart and all linked subcharts.
+        '''Start up and show main (price) chart and all linked subcharts.
 
         The data input struct array must include OHLC fields.
-        """
+
+        '''
         # add crosshairs
         self.cursor = Cursor(
             linkedsplits=self,
             digits=symbol.tick_size_digits,
         )
 
+        # NOTE: atm the first (and only) OHLC price chart for the symbol
+        # is given a special reference but in the future there shouldn't
+        # be no distinction since we will have multiple symbols per
+        # view as part of "aggregate feeds".
         self.chart = self.add_plot(
 
             name=symbol.key,
@@ -425,9 +435,7 @@ class LinkedSplits(QWidget):
         **cpw_kwargs,
 
     ) -> 'ChartPlotWidget':
-        '''Add (sub)plots to chart widget by name.
-
-        If ``name`` == ``"main"`` the chart will be the the primary view.
+        '''Add (sub)plots to chart widget by key.
 
         '''
         if self.chart is None and not _is_main:
@@ -495,8 +503,9 @@ class LinkedSplits(QWidget):
         cpw.plotItem.vb.linkedsplits = self
         cpw.setFrameStyle(
             QtWidgets.QFrame.StyledPanel
-            # | QtWidgets.QFrame.Plain)
+            # | QtWidgets.QFrame.Plain
         )
+
         cpw.hideButtons()
 
         # XXX: gives us outline on backside of y-axis
@@ -515,7 +524,22 @@ class LinkedSplits(QWidget):
             cpw.draw_ohlc(name, array, array_key=array_key)
 
         elif style == 'line':
-            cpw.draw_curve(name, array, array_key=array_key)
+            cpw.draw_curve(
+                name,
+                array,
+                array_key=array_key,
+                color='default_light',
+            )
+
+        elif style == 'step':
+            cpw.draw_curve(
+                name,
+                array,
+                array_key=array_key,
+                step_mode=True,
+                color='davies',
+                fill_color='davies',
+            )
 
         else:
             raise ValueError(f"Chart style {style} is currently unsupported")
@@ -523,14 +547,7 @@ class LinkedSplits(QWidget):
         if not _is_main:
             # track by name
             self.subplots[name] = cpw
-
-            # if sidepane:
-            #     # TODO: use a "panes" collection to manage this?
-            #     qframe.setMaximumWidth(self.chart.sidepane.width())
-            #     qframe.setMinimumWidth(self.chart.sidepane.width())
-
             self.splitter.addWidget(qframe)
-
             # scale split regions
             self.set_split_sizes()
 
@@ -586,6 +603,9 @@ class ChartPlotWidget(pg.PlotWidget):
         view_color: str = 'papas_special',
         pen_color: str = 'bracket',
 
+        # TODO: load from config
+        use_open_gl: bool = False,
+
         static_yrange: Optional[tuple[float, float]] = None,
 
         **kwargs,
@@ -600,9 +620,9 @@ class ChartPlotWidget(pg.PlotWidget):
             # parent=None,
             # plotItem=None,
             # antialias=True,
-            useOpenGL=True,
             **kwargs
         )
+        self.useOpenGL(use_open_gl)
         self.name = name
         self.data_key = data_key
         self.linked = linkedsplits
@@ -619,7 +639,8 @@ class ChartPlotWidget(pg.PlotWidget):
             'ohlc': array,
         }
         self._graphics = {}  # registry of underlying graphics
-        self._overlays = set()  # registry of overlay curve names
+        # registry of overlay curve names
+        self._overlays: dict[str, ShmArray] = {}
 
         self._feeds: dict[Symbol, Feed] = {}
 
@@ -732,6 +753,7 @@ class ChartPlotWidget(pg.PlotWidget):
         self._vb.setXRange(
             min=l + 1,
             max=r + 1,
+
             # TODO: holy shit, wtf dude... why tf would this not be 0 by
             # default... speechless.
             padding=0,
@@ -772,7 +794,7 @@ class ChartPlotWidget(pg.PlotWidget):
             update_func=ContentsLabel.update_from_ohlc,
         )
 
-        self._add_sticky(name)
+        self._add_sticky(name, bg_color='davies')
 
         return graphics
 
@@ -784,7 +806,7 @@ class ChartPlotWidget(pg.PlotWidget):
 
         array_key: Optional[str] = None,
         overlay: bool = False,
-        color: str = 'default_light',
+        color: Optional[str] = None,
         add_label: bool = True,
 
         **pdi_kwargs,
@@ -794,15 +816,18 @@ class ChartPlotWidget(pg.PlotWidget):
         the input array ``data``.
 
         """
-        _pdi_defaults = {
-            'pen': pg.mkPen(hcolor(color)),
-        }
-        pdi_kwargs.update(_pdi_defaults)
+        color = color or self.pen_color or 'default_light'
+        pdi_kwargs.update({
+            'color': color
+        })
 
         data_key = array_key or name
 
+        # pg internals for reference.
         # curve = pg.PlotDataItem(
         # curve = pg.PlotCurveItem(
+
+        # yah, we wrote our own B)
         curve = FastAppendCurve(
             y=data[data_key],
             x=data['index'],
@@ -840,14 +865,14 @@ class ChartPlotWidget(pg.PlotWidget):
 
         if overlay:
             anchor_at = ('bottom', 'left')
-            self._overlays.add(name)
+            self._overlays[name] = None
 
         else:
             anchor_at = ('top', 'left')
 
             # TODO: something instead of stickies for overlays
             # (we need something that avoids clutter on x-axis).
-            self._add_sticky(name, bg_color='default_light')
+            self._add_sticky(name, bg_color=color)
 
         if self.linked.cursor:
             self.linked.cursor.add_curve_cursor(self, curve)
@@ -861,6 +886,7 @@ class ChartPlotWidget(pg.PlotWidget):
 
         return curve
 
+    # TODO: make this a ctx mngr
     def _add_sticky(
         self,
 
@@ -890,67 +916,78 @@ class ChartPlotWidget(pg.PlotWidget):
 
     def update_ohlc_from_array(
         self,
-        name: str,
+
+        graphics_name: str,
         array: np.ndarray,
         **kwargs,
-    ) -> pg.GraphicsObject:
-        """Update the named internal graphics from ``array``.
 
-        """
+    ) -> pg.GraphicsObject:
+        '''Update the named internal graphics from ``array``.
+
+        '''
         self._arrays['ohlc'] = array
-        graphics = self._graphics[name]
+        graphics = self._graphics[graphics_name]
         graphics.update_from_array(array, **kwargs)
         return graphics
 
     def update_curve_from_array(
         self,
 
-        name: str,
+        graphics_name: str,
         array: np.ndarray,
         array_key: Optional[str] = None,
-
         **kwargs,
 
     ) -> pg.GraphicsObject:
-        """Update the named internal graphics from ``array``.
+        '''Update the named internal graphics from ``array``.
 
-        """
+        '''
+        assert len(array)
+        data_key = array_key or graphics_name
 
-        data_key = array_key or name
-        if name not in self._overlays:
+        if graphics_name not in self._overlays:
             self._arrays['ohlc'] = array
         else:
             self._arrays[data_key] = array
 
-        curve = self._graphics[name]
+        curve = self._graphics[graphics_name]
 
-        if len(array):
-            # TODO: we should instead implement a diff based
-            # "only update with new items" on the pg.PlotCurveItem
-            # 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[data_key],
-                **kwargs
-            )
+        # NOTE: back when we weren't implementing the curve graphics
+        # ourselves you'd have updates using this method:
+        # curve.setData(y=array[graphics_name], x=array['index'], **kwargs)
+
+        # NOTE: graphics **must** implement a diff based update
+        # operation where an internal ``FastUpdateCurve._xrange`` is
+        # used to determine if the underlying path needs to be
+        # pre/ap-pended.
+        curve.update_from_array(
+            x=array['index'],
+            y=array[data_key],
+            **kwargs
+        )
 
         return curve
 
     def _set_yrange(
         self,
         *,
+
         yrange: Optional[tuple[float, float]] = None,
         range_margin: float = 0.06,
+        bars_range: Optional[tuple[int, int, int, int]] = None,
+
+        # flag to prevent triggering sibling charts from the same linked
+        # set from recursion errors.
+        autoscale_linked_plots: bool = True,
+
     ) -> None:
-        """Set the viewable y-range based on embedded data.
+        '''Set the viewable y-range based on embedded data.
 
         This adds auto-scaling like zoom on the scroll wheel such
         that data always fits nicely inside the current view of the
         data set.
 
-        """
+        '''
         set_range = True
 
         if self._static_yrange == 'axis':
@@ -966,52 +1003,50 @@ class ChartPlotWidget(pg.PlotWidget):
             # Determine max, min y values in viewable x-range from data.
             # Make sure min bars/datums on screen is adhered.
 
-            l, lbar, rbar, r = self.bars_range()
+            l, lbar, rbar, r = bars_range or self.bars_range()
 
-            # figure out x-range in view such that user can scroll "off"
-            # the data set up to the point where ``_min_points_to_show``
-            # are left.
-            # view_len = r - l
+            if autoscale_linked_plots:
+                # avoid recursion by sibling plots
+                linked = self.linked
+                plots = list(linked.subplots.copy().values())
+                main = linked.chart
+                if main:
+                    plots.append(main)
+
+                for chart in plots:
+                    if chart and not chart._static_yrange:
+                        chart._set_yrange(
+                            bars_range=(l, lbar, rbar, r),
+                            autoscale_linked_plots=False,
+                        )
 
             # TODO: logic to check if end of bars in view
             # extra = view_len - _min_points_to_show
-
             # begin = self._arrays['ohlc'][0]['index'] - extra
-
             # # end = len(self._arrays['ohlc']) - 1 + extra
             # end = self._arrays['ohlc'][-1]['index'] - 1 + extra
 
-            # XXX: test code for only rendering lines for the bars in view.
-            # This turns out to be very very poor perf when scaling out to
-            # many bars (think > 1k) on screen.
-            # name = self.name
-            # bars = self._graphics[self.name]
-            # bars.draw_lines(
-            #   istart=max(lbar, l), iend=min(rbar, r), just_history=True)
-
             # bars_len = rbar - lbar
             # log.debug(
             #     f"\nl: {l}, lbar: {lbar}, rbar: {rbar}, r: {r}\n"
             #     f"view_len: {view_len}, bars_len: {bars_len}\n"
             #     f"begin: {begin}, end: {end}, extra: {extra}"
             # )
-            # self._set_xlimits(begin, end)
-
-            # TODO: this should be some kind of numpy view api
-            # bars = self._arrays['ohlc'][lbar:rbar]
 
             a = self._arrays['ohlc']
             ifirst = a[0]['index']
             bars = a[lbar - ifirst:rbar - ifirst + 1]
+
             if not len(bars):
                 # likely no data loaded yet or extreme scrolling?
                 log.error(f"WTF bars_range = {lbar}:{rbar}")
                 return
 
             if self.data_key != self.linked.symbol.key:
-                bars = a[self.data_key]
+                bars = bars[self.data_key]
                 ylow = np.nanmin(bars)
-                yhigh = np.nanmax((bars))
+                yhigh = np.nanmax(bars)
+                # print(f'{(ylow, yhigh)}')
             else:
                 # just the std ohlc bars
                 ylow = np.nanmin(bars['low'])
@@ -1072,7 +1107,6 @@ class ChartPlotWidget(pg.PlotWidget):
         # TODO: this should go onto some sort of
         # data-view strimg thinger..right?
         ohlc = self._shm.array
-        # ohlc = chart._shm.array
 
         # XXX: not sure why the time is so off here
         # looks like we're gonna have to do some fixing..

piker/ui/_curve.py

@@ -18,25 +18,105 @@
 Fast, smooth, sexy curves.
 
 """
-from typing import Tuple
+from typing import Optional
 
+import numpy as np
 import pyqtgraph as pg
-from PyQt5 import QtCore, QtGui, QtWidgets
+from PyQt5 import QtGui, QtWidgets
+from PyQt5.QtCore import (
+    QLineF,
+    QSizeF,
+    QRectF,
+    QPointF,
+)
 
 from .._profile import pg_profile_enabled
+from ._style import hcolor
+
+
+def step_path_arrays_from_1d(
+    x: np.ndarray,
+    y: np.ndarray,
+    include_endpoints: bool = False,
+
+) -> (np.ndarray, np.ndarray):
+    '''Generate a "step mode" curve aligned with OHLC style bars
+    such that each segment spans each bar (aka "centered" style).
+
+    '''
+    y_out = y.copy()
+    x_out = x.copy()
+    x2 = np.empty(
+        # the data + 2 endpoints on either end for
+        # "termination of the path".
+        (len(x) + 1, 2),
+        # we want to align with OHLC or other sampling style
+        # bars likely so we need fractinal values
+        dtype=float,
+    )
+    x2[0] = x[0] - 0.5
+    x2[1] = x[0] + 0.5
+    x2[1:] = x[:, np.newaxis] + 0.5
+
+    # flatten to 1-d
+    x_out = x2.reshape(x2.size)
+
+    # we create a 1d with 2 extra indexes to
+    # hold the start and (current) end value for the steps
+    # on either end
+    y2 = np.empty((len(y), 2), dtype=y.dtype)
+    y2[:] = y[:, np.newaxis]
+
+    y_out = np.empty(
+        2*len(y) + 2,
+        dtype=y.dtype
+    )
+
+    # flatten and set 0 endpoints
+    y_out[1:-1] = y2.reshape(y2.size)
+    y_out[0] = 0
+    y_out[-1] = 0
+
+    if not include_endpoints:
+        return x_out[:-1], y_out[:-1]
+
+    else:
+        return x_out, y_out
 
 
 # TODO: got a feeling that dropping this inheritance gets us even more speedups
 class FastAppendCurve(pg.PlotCurveItem):
 
-    def __init__(self, *args, **kwargs):
+    def __init__(
+        self,
+        *args,
+        step_mode: bool = False,
+        color: str = 'default_lightest',
+        fill_color: Optional[str] = None,
+
+        **kwargs
+
+    ) -> None:
 
         # TODO: we can probably just dispense with the parent since
         # we're basically only using the pen setting now...
         super().__init__(*args, **kwargs)
 
-        self._last_line: QtCore.QLineF = None
-        self._xrange: Tuple[int, int] = self.dataBounds(ax=0)
+        self._xrange: tuple[int, int] = self.dataBounds(ax=0)
+
+        # all history of curve is drawn in single px thickness
+        self.setPen(hcolor(color))
+
+        # last segment is drawn in 2px thickness for emphasis
+        self.last_step_pen = pg.mkPen(hcolor(color), width=2)
+        self._last_line: QLineF = None
+        self._last_step_rect: QRectF = None
+
+        # flat-top style histogram-like discrete curve
+        self._step_mode: bool = step_mode
+
+        self._fill = False
+        self.setBrush(hcolor(fill_color or color))
 
         # TODO: one question still remaining is if this makes trasform
         # interactions slower (such as zooming) and if so maybe if/when
@@ -46,8 +126,9 @@ class FastAppendCurve(pg.PlotCurveItem):
 
     def update_from_array(
         self,
-        x,
-        y,
+        x: np.ndarray,
+        y: np.ndarray,
+
     ) -> QtGui.QPainterPath:
 
         profiler = pg.debug.Profiler(disabled=not pg_profile_enabled())
@@ -56,17 +137,33 @@ class FastAppendCurve(pg.PlotCurveItem):
         # print(f"xrange: {self._xrange}")
         istart, istop = self._xrange
 
+        # compute the length diffs between the first/last index entry in
+        # the input data and the last indexes we have on record from the
+        # last time we updated the curve index.
         prepend_length = istart - x[0]
         append_length = x[-1] - istop
 
-        if self.path is None or prepend_length:
+        # step mode: draw flat top discrete "step"
+        # over the index space for each datum.
+        if self._step_mode:
+            x_out, y_out = step_path_arrays_from_1d(x[:-1], y[:-1])
+
+        else:
+            # by default we only pull data up to the last (current) index
+            x_out, y_out = x[:-1], y[:-1]
+
+        if self.path is None or prepend_length > 0:
             self.path = pg.functions.arrayToQPath(
-                x[:-1],
-                y[:-1],
-                connect='all'
+                x_out,
+                y_out,
+                connect='all',
+                finiteCheck=False,
             )
             profiler('generate fresh path')
 
+            # if self._step_mode:
+            #     self.path.closeSubpath()
+
         # TODO: get this working - right now it's giving heck on vwap...
         # if prepend_length:
         #     breakpoint()
@@ -83,21 +180,47 @@ class FastAppendCurve(pg.PlotCurveItem):
         #     # self.path.moveTo(new_x[0], new_y[0])
         #     self.path.connectPath(old_path)
 
-        if append_length:
-            # print(f"append_length: {append_length}")
-            new_x = x[-append_length - 2:-1]
-            new_y = y[-append_length - 2:-1]
-            # print((new_x, new_y))
+        elif append_length > 0:
+            if self._step_mode:
+                new_x, new_y = step_path_arrays_from_1d(
+                    x[-append_length - 2:-1],
+                    y[-append_length - 2:-1],
+                )
+                new_x = new_x[1:]
+                new_y = new_y[1:]
+
+            else:
+                # print(f"append_length: {append_length}")
+                new_x = x[-append_length - 2:-1]
+                new_y = y[-append_length - 2:-1]
+                # print((new_x, new_y))
 
             append_path = pg.functions.arrayToQPath(
                 new_x,
                 new_y,
-                connect='all'
+                connect='all',
+                # finiteCheck=False,
             )
-            # print(f"append_path br: {append_path.boundingRect()}")
-            # self.path.moveTo(new_x[0], new_y[0])
-            # self.path.connectPath(append_path)
-            self.path.connectPath(append_path)
+
+            path = self.path
+
+            # other merging ideas:
+            # https://stackoverflow.com/questions/8936225/how-to-merge-qpainterpaths
+            if self._step_mode:
+                if self._fill:
+                    # XXX: super slow set "union" op
+                    self.path = self.path.united(append_path).simplified()
+
+                    # path.addPath(append_path)
+                    # path.closeSubpath()
+                else:
+                    # path.addPath(append_path)
+                    self.path.connectPath(append_path)
+            else:
+                # print(f"append_path br: {append_path.boundingRect()}")
+                # self.path.moveTo(new_x[0], new_y[0])
+                # self.path.connectPath(append_path)
+                path.connectPath(append_path)
 
             # XXX: pretty annoying but, without this there's little
             # artefacts on the append updates to the curve...
@@ -112,8 +235,23 @@ class FastAppendCurve(pg.PlotCurveItem):
         self.xData = x
         self.yData = y
 
-        self._xrange = x[0], x[-1]
-        self._last_line = QtCore.QLineF(x[-2], y[-2], x[-1], y[-1])
+        x0, x_last = self._xrange = x[0], x[-1]
+        y_last = y[-1]
+
+        if self._step_mode:
+            self._last_line = QLineF(
+                x_last - 0.5, 0,
+                x_last + 0.5, 0,
+            )
+            self._last_step_rect = QRectF(
+                x_last - 0.5, 0,
+                x_last + 0.5, y_last
+            )
+        else:
+            self._last_line = QLineF(
+                x[-2], y[-2],
+                x[-1], y_last
+            )
 
         # trigger redraw of path
         # do update before reverting to cache mode
@@ -143,13 +281,13 @@ class FastAppendCurve(pg.PlotCurveItem):
         w = hb_size.width() + 1
         h = hb_size.height() + 1
 
-        br = QtCore.QRectF(
+        br = QRectF(
 
             # top left
-            QtCore.QPointF(hb.topLeft()),
+            QPointF(hb.topLeft()),
 
             # total size
-            QtCore.QSizeF(w, h)
+            QSizeF(w, h)
         )
         # print(f'bounding rect: {br}')
         return br
@@ -164,9 +302,26 @@ class FastAppendCurve(pg.PlotCurveItem):
         profiler = pg.debug.Profiler(disabled=not pg_profile_enabled())
         # p.setRenderHint(p.Antialiasing, True)
 
-        p.setPen(self.opts['pen'])
+        if self._step_mode:
+
+            brush = self.opts['brush']
+            # p.drawLines(*tuple(filter(bool, self._last_step_lines)))
+            # p.drawRect(self._last_step_rect)
+            p.fillRect(self._last_step_rect, brush)
+
+            # p.drawPath(self.path)
+
+            # profiler('.drawPath()')
+
+        # else:
+        p.setPen(self.last_step_pen)
         p.drawLine(self._last_line)
         profiler('.drawLine()')
 
+        p.setPen(self.opts['pen'])
         p.drawPath(self.path)
         profiler('.drawPath()')
+
+        if self._fill:
+            print('FILLED')
+            p.fillPath(self.path, brush)

piker/ui/_exec.py

@@ -61,7 +61,9 @@ _do_overrides()
 # XXX: pretty sure none of this shit works on linux as per:
 # https://bugreports.qt.io/browse/QTBUG-53022
 # it seems to work on windows.. no idea wtf is up.
+is_windows = False
 if platform.system() == "Windows":
+    is_windows = True
 
     # Proper high DPI scaling is available in Qt >= 5.6.0. This attibute
     # must be set before creating the application
@@ -182,6 +184,8 @@ def run_qtractor(
 
     window.main_widget = main_widget
     window.setCentralWidget(instance)
+    if is_windows:
+        window.configure_to_desktop()
 
     # actually render to screen
     window.show()

piker/ui/_forms.py

@@ -48,7 +48,7 @@ from ._style import hcolor, _font, _font_small, DpiAwareFont
 from ._label import FormatLabel
 
 
-class FontAndChartAwareLineEdit(QLineEdit):
+class Edit(QLineEdit):
 
     def __init__(
 
@@ -369,13 +369,14 @@ class FieldsForm(QWidget):
         key: str,
         label_name: str,
         value: str,
+        readonly: bool = False,
 
-    ) -> FontAndChartAwareLineEdit:
+    ) -> Edit:
 
         # TODO: maybe a distint layout per "field" item?
         label = self.add_field_label(label_name)
 
-        edit = FontAndChartAwareLineEdit(
+        edit = Edit(
             parent=self,
             # width_in_chars=6,
         )
@@ -386,6 +387,7 @@ class FieldsForm(QWidget):
             }}
             """
         )
+        edit.setReadOnly(readonly)
         edit.setText(str(value))
         self.form.addRow(label, edit)
 
@@ -478,13 +480,15 @@ def mk_form(
     for key, conf in fields_schema.items():
         wtype = conf['type']
         label = str(conf.get('label', key))
+        kwargs = conf.get('kwargs', {})
 
         # plain (line) edit field
         if wtype == 'edit':
             w = form.add_edit_field(
                 key,
                 label,
-                conf['default_value']
+                conf['default_value'],
+                **kwargs,
             )
 
         # drop-down selection
@@ -493,7 +497,8 @@ def mk_form(
             w = form.add_select_field(
                 key,
                 label,
-                values
+                values,
+                **kwargs,
             )
 
         w._key = key
@@ -648,11 +653,21 @@ def mk_fill_status_bar(
         font_size=bar_label_font_size,
         font_color='gunmetal',
     )
+    # size according to dpi scaled fonted contents to avoid
+    # resizes on magnitude changes (eg. 9 -> 10 %)
+    min_w = _font.boundingRect('1000.0M% pnl').width()
+    left_label.setMinimumWidth(min_w)
+    left_label.resize(
+        min_w,
+        left_label.size().height(),
+    )
 
     bar_labels_lhs.addSpacing(5/8 * bar_h)
     bar_labels_lhs.addWidget(
         left_label,
-        alignment=Qt.AlignLeft | Qt.AlignTop,
+        # XXX: doesn't seem to actually push up against
+        # the status bar?
+        alignment=Qt.AlignRight | Qt.AlignTop,
     )
 
     # this hbox is added as a layout by the paner maker/caller
@@ -717,7 +732,7 @@ def mk_order_pane_layout(
 
 ) -> FieldsForm:
 
-    font_size: int = _font.px_size - 1
+    font_size: int = _font.px_size - 2
 
     # TODO: maybe just allocate the whole fields form here
     # and expect an async ctx entry?

piker/ui/_interaction.py

@@ -341,7 +341,14 @@ class ChartView(ViewBox):
         **kwargs,
 
     ):
-        super().__init__(parent=parent, **kwargs)
+        super().__init__(
+            parent=parent,
+            # TODO: look into the default view padding
+            # support that might replace somem of our
+            # ``ChartPlotWidget._set_yrange()`
+            # defaultPadding=0.,
+            **kwargs
+        )
 
         # disable vertical scrolling
         self.setMouseEnabled(x=True, y=False)
@@ -533,7 +540,6 @@ class ChartView(ViewBox):
                     # self.updateScaleBox(ev.buttonDownPos(), ev.pos())
             else:
                 # default bevavior: click to pan view
-
                 tr = self.childGroup.transform()
                 tr = fn.invertQTransform(tr)
                 tr = tr.map(dif*mask) - tr.map(Point(0, 0))

piker/ui/_ohlc.py

@@ -146,7 +146,7 @@ def path_arrays_from_ohlc(
         # specifies that the first edge is never connected to the
         # prior bars last edge thus providing a small "gap"/"space"
         # between bars determined by ``bar_gap``.
-        c[istart:istop] = (0, 1, 1, 1, 1, 1)
+        c[istart:istop] = (1, 1, 1, 1, 1, 0)
 
     return x, y, c
 
@@ -182,12 +182,14 @@ class BarItems(pg.GraphicsObject):
         # scene: 'QGraphicsScene',  # noqa
         plotitem: 'pg.PlotItem',  # noqa
         pen_color: str = 'bracket',
+        last_bar_color: str = 'bracket',
     ) -> None:
         super().__init__()
 
-        # XXX: for the mega-lulz increasing width here increases draw latency...
-        # so probably don't do it until we figure that out.
+        # XXX: for the mega-lulz increasing width here increases draw
+        # latency...  so probably don't do it until we figure that out.
         self.bars_pen = pg.mkPen(hcolor(pen_color), width=1)
+        self.last_bar_pen = pg.mkPen(hcolor(last_bar_color), width=2)
 
         # NOTE: this prevents redraws on mouse interaction which is
         # a huge boon for avg interaction latency.
@@ -354,30 +356,6 @@ class BarItems(pg.GraphicsObject):
         if flip_cache:
             self.setCacheMode(QtWidgets.QGraphicsItem.DeviceCoordinateCache)
 
-    def paint(
-        self,
-        p: QtGui.QPainter,
-        opt: QtWidgets.QStyleOptionGraphicsItem,
-        w: QtWidgets.QWidget
-    ) -> None:
-
-        profiler = pg.debug.Profiler(disabled=not pg_profile_enabled())
-
-        # p.setCompositionMode(0)
-        p.setPen(self.bars_pen)
-
-        # TODO: one thing we could try here is pictures being drawn of
-        # a fixed count of bars such that based on the viewbox indices we
-        # only draw the "rounded up" number of "pictures worth" of bars
-        # as is necesarry for what's in "view". Not sure if this will
-        # lead to any perf gains other then when zoomed in to less bars
-        # in view.
-        p.drawLines(*tuple(filter(bool, self._last_bar_lines)))
-        profiler('draw last bar')
-
-        p.drawPath(self.path)
-        profiler('draw history path')
-
     def boundingRect(self):
         # Qt docs: https://doc.qt.io/qt-5/qgraphicsitem.html#boundingRect
 
@@ -421,3 +399,28 @@ class BarItems(pg.GraphicsObject):
             )
 
         )
+
+    def paint(
+        self,
+        p: QtGui.QPainter,
+        opt: QtWidgets.QStyleOptionGraphicsItem,
+        w: QtWidgets.QWidget
+    ) -> None:
+
+        profiler = pg.debug.Profiler(disabled=not pg_profile_enabled())
+
+        # p.setCompositionMode(0)
+
+        # TODO: one thing we could try here is pictures being drawn of
+        # a fixed count of bars such that based on the viewbox indices we
+        # only draw the "rounded up" number of "pictures worth" of bars
+        # as is necesarry for what's in "view". Not sure if this will
+        # lead to any perf gains other then when zoomed in to less bars
+        # in view.
+        p.setPen(self.last_bar_pen)
+        p.drawLines(*tuple(filter(bool, self._last_bar_lines)))
+        profiler('draw last bar')
+
+        p.setPen(self.bars_pen)
+        p.drawPath(self.path)
+        profiler('draw history path')

piker/ui/_orm.py

@@ -36,7 +36,7 @@ from PyQt5.QtWidgets import (
 
 from ._forms import (
     # FontScaledDelegate,
-    FontAndChartAwareLineEdit,
+    Edit,
 )
 
 
@@ -97,7 +97,7 @@ class Selection(Field[DataType], Generic[DataType]):
 class Edit(Field[DataType], Generic[DataType]):
     '''An edit field which takes a number.
     '''
-    widget_factory = FontAndChartAwareLineEdit
+    widget_factory = Edit
 
 
 class AllocatorPane(BaseModel):

piker/ui/_position.py

@@ -54,6 +54,7 @@ async def update_pnl_from_feed(
 
     feed: Feed,
     order_mode: OrderMode,  # noqa
+    tracker: PositionTracker,
 
 ) -> None:
     '''Real-time display the current pp's PnL in the appropriate label.
@@ -76,7 +77,8 @@ async def update_pnl_from_feed(
         types = ('bid', 'last', 'last', 'utrade')
 
     else:
-        raise RuntimeError('No pp?!?!')
+        log.info(f'No position (yet) for {tracker.alloc.account}@{key}')
+        return
 
     # real-time update pnl on the status pane
     try:
@@ -152,7 +154,7 @@ class SettingsPane:
         '''Called on any order pane drop down selection change.
 
         '''
-        log.info(f'selection input: {text}')
+        log.info(f'selection input {key}:{text}')
         self.on_ui_settings_change(key, text)
 
     def on_ui_settings_change(
@@ -209,30 +211,31 @@ class SettingsPane:
 
         # WRITE any settings to current pp's allocator
         try:
-            value = puterize(value)
-            if key == 'limit':
-                if size_unit == 'currency':
-                    alloc.currency_limit = value
-                else:
-                    alloc.units_limit = value
-
-            elif key == 'slots':
-                alloc.slots = int(value)
-
-            elif key == 'size_unit':
-                # TODO: if there's a limit size unit change re-compute
-                # the current settings in the new units
+            if key == 'size_unit':
+                # implicit re-write of value if input
+                # is the "text name" of the units.
+                # yah yah, i know this is badd..
                 alloc.size_unit = value
-
             else:
-                raise ValueError(f'Unknown setting {key}')
+                value = puterize(value)
+                if key == 'limit':
+                    if size_unit == 'currency':
+                        alloc.currency_limit = value
+                    else:
+                        alloc.units_limit = value
+
+                elif key == 'slots':
+                    alloc.slots = int(value)
+
+                else:
+                    raise ValueError(f'Unknown setting {key}')
 
             log.info(f'settings change: {key}: {value}')
 
         except ValueError:
             log.error(f'Invalid value for `{key}`: {value}')
 
-        # READ out settings and update UI
+        # READ out settings and update the status UI / settings widgets
         suffix = {'currency': ' $', 'units': ' u'}[size_unit]
         limit = alloc.limit()
 
@@ -259,6 +262,9 @@ class SettingsPane:
         self.form.fields['slots'].setText(str(alloc.slots))
         self.form.fields['limit'].setText(str(limit))
 
+        # update of level marker size label based on any new settings
+        tracker.update_from_pp()
+
         # TODO: maybe return a diff of settings so if we can an error we
         # can have general input handling code to report it through the
         # UI in some way?
@@ -339,6 +345,7 @@ class SettingsPane:
                     update_pnl_from_feed,
                     feed,
                     mode,
+                    tracker,
                 )
 
         # immediately display in status label

piker/ui/_search.py

@@ -49,7 +49,7 @@ from PyQt5 import QtCore
 from PyQt5 import QtWidgets
 from PyQt5.QtCore import (
     Qt,
-    # QSize,
+    QSize,
     QModelIndex,
     QItemSelectionModel,
 )
@@ -72,7 +72,7 @@ from ._style import (
     _font,
     hcolor,
 )
-from ._forms import FontAndChartAwareLineEdit, FontScaledDelegate
+from ._forms import Edit, FontScaledDelegate
 
 
 log = get_logger(__name__)
@@ -112,6 +112,7 @@ class CompleterView(QTreeView):
 
         model = QStandardItemModel(self)
         self.labels = labels
+        self._last_window_h: Optional[int] = None
 
         # a std "tabular" config
         self.setItemDelegate(FontScaledDelegate(self))
@@ -126,6 +127,10 @@ class CompleterView(QTreeView):
         # self.setSizeAdjustPolicy(QAbstractScrollArea.AdjustIgnored)
 
         # ux settings
+        self.setSizePolicy(
+            QtWidgets.QSizePolicy.Expanding,
+            QtWidgets.QSizePolicy.Expanding,
+        )
         self.setItemsExpandable(True)
         self.setExpandsOnDoubleClick(False)
         self.setAnimated(False)
@@ -153,23 +158,40 @@ class CompleterView(QTreeView):
 
         self.setStyleSheet(f"font: {size}px")
     
-    def resize(self):
+    #def resizeEvent(self, event: 'QEvent') -> None:
+    #    self.resize_to_results()
+    #    super().resizeEvent(event)
+
+    def resize_to_results(self):
         model = self.model()
         cols = model.columnCount()
 
         for i in range(cols):
             self.resizeColumnToContents(i)
 
-        # inclusive of search bar and header "rows" in pixel terms
-        rows = 100
-        # max_rows = 8  # 6 + search and headers
         row_px = self.rowHeight(self.currentIndex())
-        # print(f'font_h: {font_h}\n px_height: {px_height}')
 
         # TODO: probably make this more general / less hacky
-        self.setMinimumSize(self.width(), rows * row_px)
-        self.setMaximumSize(self.width() + 10, rows * row_px)
+        # we should figure out the exact number of rows to allow
+        # inclusive of search bar and header "rows", in pixel terms.
+        window_h = self.window().height()
+        rows = round(window_h * 0.5 / row_px) - 4
+
+        # TODO: the problem here is that this view widget is **not** resizing/scaling
+        # when the parent layout is adjusted, not sure what exactly is up...       
+        # only "scale up" the results view when the window size has increased/
+        if not self._last_window_h or self._last_window_h < window_h:
+            self.setMaximumSize(self.width(), rows * row_px)
+            self.setMinimumSize(self.width(), rows * row_px)
+        
+        #elif not self._last_window_h or self._last_window_h > window_h:
+        #    self.setMinimumSize(self.width(), rows * row_px)
+        #    self.setMaximumSize(self.width(), rows * row_px)
+        
+        self.resize(self.width(), rows * row_px)
+        self._last_window_h = window_h
         self.setFixedWidth(333)
+        self.update()
 
     def is_selecting_d1(self) -> bool:
         cidx = self.selectionModel().currentIndex()
@@ -334,7 +356,7 @@ class CompleterView(QTreeView):
             else:
                 model.setItem(idx.row(), 1, QStandardItem())
 
-            self.resize()
+            self.resize_to_results()
 
             return idx
         else:
@@ -404,10 +426,10 @@ class CompleterView(QTreeView):
 
     def show_matches(self) -> None:
         self.show()
-        self.resize()
+        self.resize_to_results()
 
 
-class SearchBar(FontAndChartAwareLineEdit):
+class SearchBar(Edit):
 
     mode_name: str = 'search'
 
@@ -457,7 +479,7 @@ class SearchWidget(QtWidgets.QWidget):
         # size it as we specify
         self.setSizePolicy(
             QtWidgets.QSizePolicy.Fixed,
-            QtWidgets.QSizePolicy.Fixed,
+            QtWidgets.QSizePolicy.Expanding,
         )
 
         self.godwidget = godwidget

piker/ui/_style.py

@@ -110,7 +110,7 @@ class DpiAwareFont:
 
         mx_dpi = max(pdpi, ldpi)
         mn_dpi = min(pdpi, ldpi)
-        scale = round(ldpi/pdpi)
+        scale = round(ldpi/pdpi, ndigits=2)
 
         if mx_dpi <= 97:  # for low dpi use larger font sizes
             inches = _font_sizes['lo'][self._font_size]
@@ -121,17 +121,29 @@ class DpiAwareFont:
         dpi = mn_dpi
 
         # 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 ratios or something?
-            inches = inches * (1 / scale) * (1 + 6/16)
+        if scale >= 1.1 and self._font_size:
+
+            if 1.2 <= scale:
+                inches *= (1 / scale) * 1.0616
+
+            if scale < 1.4 or scale >= 1.5:
+                # TODO: this denominator should probably be determined from
+                # relative aspect ratios or something?
+                inches = inches * (1 + 6/16)
+
             dpi = mx_dpi
+            log.info(f'USING MAX DPI {dpi}')
 
+        # TODO: we might want to fiddle with incrementing font size by
+        # +1 for the edge cases above. it seems doing it via scaling is
+        # always going to hit that error in range mapping from inches:
+        # float to px size: int.
         self._font_inches = inches
-
         font_size = math.floor(inches * dpi)
-        log.debug(
-            f"\nscreen:{screen.name()} with pDPI: {pdpi}, lDPI: {ldpi}"
+
+        log.info(
+            f"screen:{screen.name()}]\n"
+            f"pDPI: {pdpi}, lDPI: {ldpi}, scale: {scale}\n"
             f"\nOur best guess font size is {font_size}\n"
         )
         # apply the size
@@ -205,19 +217,26 @@ def hcolor(name: str) -> str:
         'svags': '#0a0e14',
 
         # fifty shades
+        'original': '#a9a9a9',
         'gray': '#808080',  # like the kick
         'grayer': '#4c4c4c',
         'grayest': '#3f3f3f',
-        'i3': '#494D4F',
-        'jet': '#343434',
         'cadet': '#91A3B0',
         'marengo': '#91A3B0',
-        'charcoal': '#36454F',
         'gunmetal': '#91A3B0',
         'battleship': '#848482',
-        'davies': '#555555',
+
+        # bluish
+        'charcoal': '#36454F',
+
+        # default bars
         'bracket': '#666666',  # like the logo
-        'original': '#a9a9a9',
+
+        # work well for filled polygons which want a 'bracket' feel
+        # going light to dark
+        'davies': '#555555',
+        'i3': '#494D4F',
+        'jet': '#343434',
 
         # from ``qdarkstyle`` palette
         'default_darkest': DarkPalette.COLOR_BACKGROUND_1,

piker/ui/_window.py

@@ -151,8 +151,8 @@ class MainWindow(QtGui.QMainWindow):
     # XXX: for tiling wms this should scale
     # with the alloted window size.
     # TODO: detect for tiling and if untrue set some size?
-    # size = (300, 500)
-    size = (0, 0)
+    size = (300, 500)
+    #size = (0, 0)
 
     title = 'piker chart (ur symbol is loading bby)'
 
@@ -163,6 +163,7 @@ class MainWindow(QtGui.QMainWindow):
 
         self._status_bar: QStatusBar = None
         self._status_label: QLabel = None
+        self._size: Optional[tuple[int, int]] = None
     
     @property
     def mode_label(self) -> QtGui.QLabel:
@@ -267,6 +268,22 @@ class MainWindow(QtGui.QMainWindow):
         assert screen, "Wow Qt is dumb as shit and has no screen..."
         return screen
 
+    def configure_to_desktop(
+        self,
+        size: Optional[tuple[int, int]] = None,
+    ) -> None:
+        # https://stackoverflow.com/a/18975846
+        if not size and not self._size:
+            app = QtGui.QApplication.instance()
+            geo = self.current_screen().geometry()
+            h, w = geo.height(), geo.width()
+            self.setMaximumSize(w, h)
+            # use approx 1/3 of the area of the screen by default
+            self._size = round(w * .666), round(h * .666)
+        
+        self.resize(*size or self._size)
+
+
 
 # singleton app per actor
 _qt_win: QtGui.QMainWindow = None

piker/ui/order_mode.py

@@ -22,6 +22,7 @@ from contextlib import asynccontextmanager
 from dataclasses import dataclass, field
 from functools import partial
 from pprint import pformat
+import platform
 import time
 from typing import Optional, Dict, Callable, Any
 import uuid
@@ -47,7 +48,7 @@ from ._position import (
 )
 from ._label import FormatLabel
 from ._window import MultiStatus
-from ..clearing._messages import Order
+from ..clearing._messages import Order, BrokerdPosition
 from ._forms import open_form_input_handling
 
 
@@ -429,16 +430,17 @@ class OrderMode:
 
         # TODO: make this not trash.
         # XXX: linux only for now
-        result = await trio.run_process(
-            [
-                'notify-send',
-                '-u', 'normal',
-                '-t', '10000',
-                'piker',
-                f'alert: {msg}',
-            ],
-        )
-        log.runtime(result)
+        if platform.system() != "Windows":
+            result = await trio.run_process(
+                [
+                    'notify-send',
+                    '-u', 'normal',
+                    '-t', '10000',
+                    'piker',
+                    f'alert: {msg}',
+                ],
+            )
+            log.runtime(result)
 
     def on_cancel(
         self,
@@ -529,7 +531,12 @@ async def open_order_mode(
 
     book: OrderBook
     trades_stream: tractor.MsgStream
-    position_msgs: dict
+
+    # The keys in this dict **must** be in set our set of "normalized"
+    # symbol names (i.e. the same names you'd get back in search
+    # results) in order for position msgs to correctly trigger the
+    # display of a position indicator on screen.
+    position_msgs: dict[str, list[BrokerdPosition]]
 
     # spawn EMS actor-service
     async with (
@@ -563,7 +570,9 @@ async def open_order_mode(
             providers=symbol.brokers
         )
 
-        # use only loaded accounts according to brokerd
+        # XXX: ``brokerd`` delivers a set of account names that it allows
+        # use of but the user also can define the accounts they'd like
+        # to use, in order, in their `brokers.toml` file.
         accounts = {}
         for name in brokerd_accounts:
             # ensure name is in ``brokers.toml``
@@ -571,7 +580,10 @@ async def open_order_mode(
 
         # first account listed is the one we select at startup
         # (aka order based selection).
-        pp_account = next(iter(accounts.keys())) if accounts else 'paper'
+        pp_account = next(
+            # choose first account based on line order from `brokers.toml`.
+            iter(accounts.keys())
+        ) if accounts else 'paper'
 
         # NOTE: requires the backend exactly specifies
         # the expected symbol key in its positions msg.
@@ -617,8 +629,8 @@ async def open_order_mode(
             # alloc?
             pp_tracker.update_from_pp()
 
+            # on existing position, show pp tracking graphics
             if pp_tracker.startup_pp.size != 0:
-                # if no position, don't show pp tracking graphics
                 pp_tracker.show()
                 pp_tracker.hide_info()
 
@@ -802,12 +814,13 @@ async def process_trades_and_update_ui(
 
                 tracker = mode.trackers[msg['account']]
                 tracker.live_pp.update_from_msg(msg)
-                tracker.update_from_pp()
-
                 # update order pane widgets
+                tracker.update_from_pp()
                 mode.pane.update_status_ui(tracker)
-                # display pnl
-                mode.pane.display_pnl(tracker)
+
+                if tracker.live_pp.size:
+                    # display pnl
+                    mode.pane.display_pnl(tracker)
 
             # short circuit to next msg to avoid
             # unnecessary msg content lookups

snippets/ib_data_reset.py

@@ -25,6 +25,8 @@ import i3ipc
 i3 = i3ipc.Connection()
 t = i3.get_tree()
 
+orig_win_id = t.find_focused().window
+
 # for tws
 win_names: list[str] = [
     'Interactive Brokers',  # tws running in i3
@@ -51,11 +53,20 @@ for name in win_names:
 
             # move mouse to bottom left of window (where there should
             # be nothing to click).
-            'mousemove_relative', '--sync', str(w-3), str(h-3),
+            'mousemove_relative', '--sync', str(w-4), str(h-4),
 
             # NOTE: we may need to stick a `--retry 3` in here..
-            'click', '--window', win_id, '1',
+            'click', '--window', win_id, '--repeat', '3', '1',
 
             # hackzorzes
             'key', 'ctrl+alt+f',
-        ])
+            ],
+            timeout=1,
+        )
+
+# re-activate and focus original window
+subprocess.call([
+    'xdotool',
+    'windowactivate', '--sync', str(orig_win_id),
+    'click', '--window', str(orig_win_id), '1',
+])