93 changed files with 6822 additions and 22439 deletions
--- a/.github/workflows/ci.yml
+++ b/.github/workflows/ci.yml
@ -1,31 +1,42 @@
 name: CI
-
+on: push
 on:
  # Triggers the workflow on push or pull request events but only for the master branch
  push:
    branches: [ master ]
  pull_request:
    branches: [ master ]
  # Allows you to run this workflow manually from the Actions tab
  workflow_dispatch:
 jobs:
-  testing:
+  basic_install:
-    name: 'install + test-suite'
+    name: 'pip install'
    runs-on: ubuntu-latest
    steps:
      - name: Checkout
-        uses: actions/checkout@v3
+        uses: actions/checkout@v2
        with:
          ref: master
      - name: Setup python
-        uses: actions/setup-python@v3
+        uses: actions/setup-python@v2
        with:
-          python-version: '3.10'
+          python-version: '3.9'
      - name: Install dependencies
        run: pip install -e . --upgrade-strategy eager -r requirements.txt
      - name: Run piker cli
        run: piker 
  testing:
    name: 'test suite'
    runs-on: ubuntu-latest
    steps:
      - name: Checkout
        uses: actions/checkout@v2
      - name: Setup python
        uses: actions/setup-python@v2
        with:
          python-version: '3.9'
      - name: Install dependencies
        run: pip install -U . -r requirements-test.txt -r requirements.txt --upgrade-strategy eager
--- a/.gitignore
+++ b/.gitignore
@ -97,9 +97,5 @@ ENV/
 # mkdocs documentation
 /site
 # extra scripts dir
 /snippets
 # mypy
 .mypy_cache/
 .vscode/settings.json
--- a/README.rst
+++ b/README.rst
@ -72,88 +72,25 @@ for a development install::
    pip install -r requirements.txt -e .
-install for tinas
+broker Support
-*****************
+**************
 for windows peeps you can start by installing all the prerequisite software:
 - install git with all default settings - https://git-scm.com/download/win
 - install anaconda all default settings - https://www.anaconda.com/products/individual
 - install microsoft build tools (check the box for Desktop development for C++, you might be able to uncheck some optional downloads)  - https://visualstudio.microsoft.com/visual-cpp-build-tools/
 - install visual studio code default settings - https://code.visualstudio.com/download
 then, `crack a conda shell`_ and run the following commands::
    mkdir code # create code directory
    cd code # change directory to code
    git clone https://github.com/pikers/piker.git # downloads piker installation package from github
    cd piker # change directory to piker
    conda create -n pikonda # creates conda environment named pikonda
    conda activate pikonda # activates pikonda
    conda install -c conda-forge python-levenshtein # in case it is not already installed
    conda install pip # may already be installed
    pip # will show if pip is installed
    pip install -e . -r requirements.txt # install piker in editable mode
 test Piker to see if it is working::
    piker -b binance chart btcusdt.binance # formatting for loading a chart
    piker -b kraken -b binance chart xbtusdt.kraken
    piker -b kraken -b binance -b ib chart qqq.nasdaq.ib
    piker -b ib chart tsla.nasdaq.ib
 potential error::
    FileNotFoundError: [Errno 2] No such file or directory: 'C:\\Users\\user\\AppData\\Roaming\\piker\\brokers.toml'
 solution:
 - navigate to file directory above (may be different on your machine, location should be listed in the error code)
 - copy and paste file from 'C:\\Users\\user\\code\\data/brokers.toml' or create a blank file using notepad at the location above
 Visual Studio Code setup:
 - now that piker is installed we can set up vscode as the default terminal for running piker and editing the code
 - open Visual Studio Code
 - file --> Add Folder to Workspace --> C:\Users\user\code\piker (adds piker directory where all piker files are located)
 - file --> Save Workspace As --> save it wherever you want and call it whatever you want, this is going to be your default workspace for running and editing piker code
 - ctrl + shift + p --> start typing Python: Select Interpetter --> when the option comes up select it --> Select at the workspace level --> select the one that shows ('pikonda')
 - change the default terminal to cmd.exe instead of powershell (default)
 - now when you create a new terminal VScode should automatically activate you conda env so that piker can be run as the first command after a new terminal is created
 also, try out fancyzones as part of powertoyz for a decent tiling windows manager to manage all the cool new software you are going to be running.
 .. _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:
- IB_ via ``ib_insync``, also see our `container docs`_
+- IB_ via ``ib_insync``
- binance_ and kraken_ for crypto over their public websocket API
+- questrade_ which comes with effectively free L1
- questrade_ (ish) which comes with effectively free L1
+- kraken_ for crypto over their public websocket API
 coming soon...
 - webull_ via the reverse engineered public API
 - yahoo via yliveticker_
 - coinbase_ through websocket feed
 if you want your broker supported and they have an API let us know.
 .. _IB: https://interactivebrokers.github.io/tws-api/index.html
 .. _container docs: https://github.com/pikers/piker/tree/master/dockering/ib
 .. _questrade: https://www.questrade.com/api/documentation
 .. _kraken: https://www.kraken.com/features/api#public-market-data
 .. _binance: https://github.com/pikers/piker/pull/182
 .. _webull: https://github.com/tedchou12/webull
 .. _yliveticker: https://github.com/yahoofinancelive/yliveticker
 .. _coinbase: https://docs.pro.coinbase.com/#websocket-feed
@ -161,57 +98,24 @@ if you want your broker supported and they have an API let us know.
 check out our charts
 ********************
-bet you weren't expecting this from the foss::
+bet you weren't expecting this from the foss bby::
-    piker -l info -b kraken -b binance chart btcusdt.binance --pdb
+    piker -b kraken chart XBTUSD
 this runs the main chart (currently with 1m sampled OHLC) in in debug
 mode and you can practice paper trading using the following
 micro-manual:
 ``order_mode`` (
    edge triggered activation by any of the following keys,
    ``mouse-click`` on y-level to submit at that price
    ):
    - ``f``/ ``ctl-f`` to stage buy
    - ``d``/ ``ctl-d`` to stage sell
    - ``a`` to stage alert
 ``search_mode`` (
    ``ctl-l`` or ``ctl-space`` to open,
    ``ctl-c`` or ``ctl-space`` to close
    ) :
    - begin typing to have symbol search automatically lookup
      symbols from all loaded backend (broker) providers
    - arrow keys and mouse click to navigate selection
    - vi-like ``ctl-[hjkl]`` for navigation
 you can also configure your position allocation limits from the
 sidepane.
 run in distributed mode
 ***********************
-start the service manager and data feed daemon in the background and
+start the service daemon::
 connect to it::
-    pikerd -l info --pdb
+    pikerd -l info
-connect your chart::
+connect yourt chart::
-    piker -l info -b kraken -b binance chart xmrusdt.binance --pdb
+    piker -b kraken chart XMRXBT
-enjoy persistent real-time data feeds tied to daemon lifetime. the next
+enjoy persistent real-time data feeds tied to daemon lifetime.
 time you spawn a chart it will load much faster since the data feed has
 been cached and is now always running live in the background until you
 kill ``pikerd``.
 if anyone asks you what this project is about
@ -227,5 +131,8 @@ enter the matrix.
 how come there ain't that many docs
 ***********************************
 suck it up, learn the code; no one is trying to sell you on anything.
-also, we need lotsa help so if you want to start somewhere and can't
+
-necessarily write serious code, this might be the place for you!
+
 who is `piker0`?
 ****************
 who do you think?
--- a/config/brokers.toml
+++ b/config/brokers.toml
@ -1,52 +0,0 @@
 [questrade]
 refresh_token = ""
 access_token = ""
 api_server = "https://api06.iq.questrade.com/"
 expires_in = 1800
 token_type = "Bearer"
 expires_at = 1616095326.355846
 [kraken]
 key_descr = "api_0"
 api_key = ""
 secret = ""
 [ib]
 hosts = [
    "127.0.0.1",
 ]
 # XXX: the order in which ports will be scanned
 # (by the `brokerd` daemon-actor)
 # is determined # by the line order here.
 # TODO: when we eventually spawn gateways in our
 # container, we can just dynamically allocate these
 # using IBC.
 ports = [
    4002,  # gw
    7497,  # tws
 ]
 # XXX: for a paper account the flex web query service
 # is not supported so you have to manually download
 # and XML report and put it in a location that can be
 # accessed by the ``brokerd.ib`` backend code for parsing.
 flex_token = '666666666666666666666666'
 flex_trades_query_id = '666666'  # live account
 # when clients are being scanned this determines
 # which clients are preferred to be used for data
 # feeds based on the order of account names, if
 # detected as active on an API client.
 prefer_data_account = [
    'paper',
    'margin',
    'ira',
 ]
 [ib.accounts]
 # the order in which accounts will be selectable
 # in the order mode UI (if found via clients during
 # API-app scanning)when a new symbol is loaded.
 paper = "XX0000000"
 margin = "X0000000"
 ira = "X0000000"
--- a/data/brokers.toml
+++ b/data/brokers.toml
@ -0,0 +1,9 @@
 [binance]
 [kraken]
 # [ib]
 # [questrade]
--- a/dockering/ib/README.rst
+++ b/dockering/ib/README.rst
@ -1,30 +0,0 @@
 running ``ib`` gateway in ``docker``
 ------------------------------------
 We have a config based on the (now defunct)
 image from "waytrade":
 https://github.com/waytrade/ib-gateway-docker
 To startup this image with our custom settings
 simply run the command::
    docker compose up
 And you should have the following socket-available services:
 - ``x11vnc1@127.0.0.1:3003``
 - ``ib-gw@127.0.0.1:4002``
 You can attach to the container via a VNC client
 without password auth.
 SECURITY STUFF!?!?!
 -------------------
 Though "``ib``" claims they host filter connections outside
 localhost (aka ``127.0.0.1``) it's probably better if you filter
 the socket at the OS level using a stateless firewall rule::
    ip rule add not unicast iif lo to 0.0.0.0/0 dport 4002
 We will soon have this baked into our own custom image but for
 now you'll have to do it urself dawgy.
--- a/dockering/ib/docker-compose.yml
+++ b/dockering/ib/docker-compose.yml
@ -1,64 +0,0 @@
 # rework from the original @
 # https://github.com/waytrade/ib-gateway-docker/blob/master/docker-compose.yml
 version: "3.5"
 services:
  ib-gateway:
    # other image tags available:
    # https://github.com/waytrade/ib-gateway-docker#supported-tags
    image: waytrade/ib-gateway:981.3j
    restart: always
    network_mode: 'host'
    volumes:
      - type: bind
        source: ./jts.ini
        target: /root/Jts/jts.ini
        # don't let IBC clobber this file for
        # the main reason of not having a stupid
        # timezone set..
        read_only: true
      # force our own IBC config
      - type: bind
        source: ./ibc.ini
        target: /root/ibc/config.ini
      # force our noop script - socat isn't needed in host mode.
      - type: bind
        source: ./fork_ports_delayed.sh
        target: /root/scripts/fork_ports_delayed.sh
      # force our noop script - socat isn't needed in host mode.
      - type: bind
        source: ./run_x11_vnc.sh
        target: /root/scripts/run_x11_vnc.sh
        read_only: true
    # NOTE:to fill these out, define an `.env` file in the same dir as
    # this compose file which looks something like:
    # TWS_USERID='myuser'
    # TWS_PASSWORD='guest'
    # TRADING_MODE=paper (or live)
    # VNC_SERVER_PASSWORD='diggity'
    environment:
      TWS_USERID: ${TWS_USERID}
      TWS_PASSWORD: ${TWS_PASSWORD}
      TRADING_MODE: ${TRADING_MODE:-paper}
      VNC_SERVER_PASSWORD: ${VNC_SERVER_PASSWORD:-}
    # ports:
    #   - target: 4002
    #     host_ip: 127.0.0.1
    #     published: 4002
    #     protocol: tcp
      # original mappings for use in non-host-mode
      # which we won't really need going forward since
      # ideally we just pick the port to have ib-gw listen
      # on **when** we spawn the container - i.e. everything
      # will be driven by a ``brokers.toml`` def.
      # - "127.0.0.1:4001:4001"
      # - "127.0.0.1:4002:4002"
      # - "127.0.0.1:5900:5900"
--- a/dockering/ib/fork_ports_delayed.sh
+++ b/dockering/ib/fork_ports_delayed.sh
@ -1,6 +0,0 @@
 #!/bin/sh
 # we now just set this is to a noop script
 # since we can just run the container in
 # `network_mode: 'host'` and get literally
 # the exact same behaviour XD
--- a/dockering/ib/ibc.ini
+++ b/dockering/ib/ibc.ini
@ -1,711 +0,0 @@
 # Note that in the comments in this file, TWS refers to both the Trader
 # Workstation and the IB Gateway, unless explicitly stated otherwise.
 #
 # When referred to below, the default value for a setting is the value
 # assumed if either the setting is included but no value is specified, or
 # the setting is not included at all.
 #
 # IBC may also be used to start the FIX CTCI Gateway. All settings
 # relating to this have names prefixed with FIX.
 #
 # The IB API Gateway and the FIX CTCI Gateway share the same code. Which
 # gateway actually runs is governed by an option on the initial gateway
 # login screen. The FIX setting described under IBC Startup
 # Settings below controls this.
 # =============================================================================
 # 1.   IBC Startup Settings
 # =============================================================================
 # IBC may be used to start the IB Gateway for the FIX CTCI. This
 # setting must be set to 'yes' if you want to run the FIX CTCI gateway. The
 # default is 'no'.
 FIX=no
 # =============================================================================
 # 2.   Authentication Settings
 # =============================================================================
 # TWS and the IB API gateway require a single username and password.
 # You may specify the username and password using the following settings:
 #
 #	IbLoginId
 #	IbPassword
 #
 # Alternatively, you can specify the username and password in the command
 # files used to start TWS or the Gateway, but this is not recommended for
 # security reasons.
 #
 # If you don't specify them, you will be prompted for them in the usual
 # login dialog when TWS starts (but whatever you have specified will be
 # included in the dialog automatically: for example you may specify the
 # username but not the password, and then you will be prompted for the
 # password via the login dialog). Note that if you specify either
 # the username or the password (or both) in the command file, then
 # IbLoginId and IbPassword settings defined in this file are ignored.
 #
 #
 # The FIX CTCI gateway requires one username and password for FIX order
 # routing, and optionally a separate username and password for market
 # data connections. You may specify the usernames and passwords using
 # the following settings:
 #
 #	FIXLoginId
 #	FIXPassword
 #	IbLoginId	(optional - for market data connections)
 #	IbPassword	(optional - for market data connections)
 #
 # Alternatively you can specify the FIX username and password in the
 # command file used to start the FIX CTCI Gateway, but this is not
 # recommended for security reasons.
 #
 # If you don't specify them, you will be prompted for them in the usual
 # login dialog when FIX CTCI gateway starts (but whatever you have
 # specified will be included in the dialog automatically: for example
 # you may specify the usernames but not the passwords, and then you will
 # be prompted for the passwords via the login dialog). Note that if you
 # specify either the FIX username or the FIX password (or both) on the
 # command line, then FIXLoginId and FIXPassword settings defined in this
 # file are ignored; he same applies to the market data username and
 # password.
 # IB API Authentication Settings
 # ------------------------------
 # Your TWS username:
 IbLoginId=
 # Your TWS password:
 IbPassword=
 # FIX CTCI Authentication Settings
 # --------------------------------
 # Your FIX CTCI username:
 FIXLoginId=
 # Your FIX CTCI password:
 FIXPassword=
 # Second Factor Authentication Settings
 # -------------------------------------
 # If you have enabled more than one second factor authentication
 # device, TWS presents a list from which you must select the device
 # you want to use for this login. You can use this setting to
 # instruct IBC to select a particular item in the list on your
 # behalf. Note that you must spell this value exactly as it appears
 # in the list. If no value is set, you must manually select the
 # relevant list entry.
 SecondFactorDevice=
 # If you use the IBKR Mobile app for second factor authentication,
 # and you fail to complete the process before the time limit imposed
 # by IBKR, you can use this setting to tell IBC to exit: arrangements
 # can then be made to automatically restart IBC in order to initiate
 # the login sequence afresh. Otherwise, manual intervention at TWS's
 # Second Factor Authentication dialog is needed to complete the
 # login.
 #
 # Permitted values are 'yes' and 'no'. The default is 'no'.
 #
 # Note that the scripts provided with the IBC zips for Windows and
 # Linux provide options to automatically restart in these
 # circumstances, but only if this setting is also set to 'yes'.
 ExitAfterSecondFactorAuthenticationTimeout=no
 # This setting is only relevant if
 # ExitAfterSecondFactorAuthenticationTimeout is set to 'yes'.
 #
 # It controls how long (in seconds) IBC waits for login to complete
 # after the user acknowledges the second factor authentication
 # alert at the IBKR Mobile app. If login has not completed after
 # this time, IBC terminates.
 # The default value is 40.
 SecondFactorAuthenticationExitInterval=
 # Trading Mode
 # ------------
 #
 # TWS 955 introduced a new Trading Mode combo box on its login
 # dialog. This indicates whether the live account or the paper
 # trading account corresponding to the supplied credentials is
 # to be used. The allowed values are 'live' (the default) and
 # 'paper'. For earlier versions of TWS this setting has no
 # effect.
 TradingMode=
 # Paper-trading Account Warning
 # -----------------------------
 #
 # Logging in to a paper-trading account results in TWS displaying
 # a dialog asking the user to confirm that they are aware that this
 # is not a brokerage account. Until this dialog has been accepted,
 # TWS will not allow API connections to succeed. Setting this
 # to 'yes' (the default) will cause IBC to automatically
 # confirm acceptance. Setting it to 'no' will leave the dialog
 # on display, and the user will have to deal with it manually.
 AcceptNonBrokerageAccountWarning=yes
 # Login Dialog Display Timeout
 #-----------------------------
 #
 # In some circumstances, starting TWS may result in failure to display
 # the login dialog. Restarting TWS may help to resolve this situation,
 # and IBC does this automatically.
 #
 # This setting controls how long (in seconds) IBC waits for the login
 # dialog to appear before restarting TWS.
 #
 # Note that in normal circumstances with a reasonably specified 
 # computer the time to displaying the login dialog is typically less
 # than 20 seconds, and frequently much less. However many factors can
 # influence this, and it is unwise to set this value too low.
 #
 # The default value is 60.
 LoginDialogDisplayTimeout = 60
 # =============================================================================
 # 3.   TWS Startup Settings
 # =============================================================================
 # Path to settings store
 # ----------------------
 #
 # Path to the directory where TWS should store its settings. This is
 # normally the folder in which TWS is installed. However you may set
 # it to some other location if you wish (for example if you want to
 # run multiple instances of TWS with different settings).
 #
 # It is recommended for clarity that you use an absolute path. The
 # effect of using a relative path is undefined.
 #
 # Linux and macOS users should use the appropriate path syntax.
 #
 # Note that, for Windows users, you MUST use double separator
 # characters to separate the elements of the folder path: for
 # example, IbDir=C:\\IBLiveSettings is valid, but
 # IbDir=C:\IBLiveSettings is NOT valid and will give unexpected
 # results. Linux and macOS users need not use double separators,
 # but they are acceptable.
 #
 # The default is the current working directory when IBC is
 # started.
 IbDir=/root/Jts
 # Store settings on server
 # ------------------------
 #
 # If you wish to store a copy of your TWS settings on IB's
 # servers as well as locally on your computer, set this to
 # 'yes': this enables you to run TWS on different computers
 # with the same configuration, market data lines, etc. If set
 # to 'no', running TWS on different computers will not share the
 # same settings. If no value is specified, TWS will obtain its
 # settings from the same place as the last time this user logged
 # in (whether manually or using IBC).
 StoreSettingsOnServer=
 # Minimize TWS on startup
 # -----------------------
 #
 # Set to 'yes' to minimize TWS when it starts:
 MinimizeMainWindow=no
 # Existing Session Detected Action
 # --------------------------------
 #
 # When a user logs on to an IBKR account for trading purposes by any means, the
 # IBKR account server checks to see whether the account is already logged in
 # elsewhere. If so, a dialog is displayed to both the users that enables them
 # to determine what happens next. The 'ExistingSessionDetectedAction' setting
 # instructs TWS how to proceed when it displays this dialog:
 #
 #   * If the new TWS session is set to 'secondary', the existing session continues
 #     and the new session terminates. Thus a secondary TWS session can never
 #     override any other session.
 #
 #   * If the existing TWS session is set to 'primary', the existing session
 #     continues and the new session terminates (even if the new session is also
 #     set to primary). Thus a primary TWS session can never be overridden by
 #     any new session).
 #
 #   * If both the existing and the new TWS sessions are set to 'primaryoverride',
 #     the existing session terminates and the new session proceeds.
 #
 #   * If the existing TWS session is set to 'manual', the user must handle the
 #     dialog.
 #
 # The difference between 'primary' and 'primaryoverride' is that a
 # 'primaryoverride' session can be overriden over by a new 'primary' session,
 # but a 'primary' session cannot be overriden by any other session.
 #
 # When set to 'primary', if another TWS session is started and manually told to
 # end the 'primary' session, the 'primary' session is automatically reconnected.
 #
 # The default is 'manual'.
 ExistingSessionDetectedAction=primary
 # Override TWS API Port Number
 # ----------------------------
 #
 # If OverrideTwsApiPort is set to an integer, IBC changes the
 # 'Socket port' in TWS's API configuration to that number shortly
 # after startup. Leaving the setting blank will make no change to
 # the current setting. This setting is only intended for use in
 # certain specialized situations where the port number needs to
 # be set dynamically at run-time: most users will never need it,
 # so don't use it unless you know you need it.
 OverrideTwsApiPort=4002
 # Read-only Login
 # ---------------
 #
 # If ReadOnlyLogin is set to 'yes', and the user is enrolled in IB's
 # account security programme, the user will not be asked to perform
 # the second factor authentication action, and login to TWS will
 # occur automatically in read-only mode: in this mode, placing or
 # managing orders is not allowed. If set to 'no', and the user is
 # enrolled in IB's account security programme, the user must perform
 # the relevant second factor authentication action to complete the
 # login. 
 # If the user is not enrolled in IB's account security programme,
 # this setting is ignored. The default is 'no'.
 ReadOnlyLogin=no
 # Read-only API
 # -------------
 #
 # If ReadOnlyApi is set to 'yes', API programs cannot submit, modify
 # or cancel orders. If set to 'no', API programs can do these things.
 # If not set, the existing TWS/Gateway configuration is unchanged.
 # NB: this setting is really only supplied for the benefit of new TWS
 # or Gateway instances that are being automatically installed and
 # started without user intervention (eg Docker containers). Where
 # a user is involved, they should use the Global Configuration to
 # set the relevant checkbox (this only needs to be done once) and
 # not provide a value for this setting.
 ReadOnlyApi=no
 # Market data size for US stocks - lots or shares
 # -----------------------------------------------
 #
 # Since IB introduced the option of market data for US stocks showing
 # bid, ask and last sizes in shares rather than lots, TWS and Gateway
 # display a dialog immediately after login notifying the user about
 # this and requiring user input before allowing market data to be
 # accessed. The user can request that the dialog not be shown again.
 #
 # It is recommended that the user should handle this dialog manually
 # rather than using these settings, which are provided for situations 
 # where the user interface is not easily accessible, or where user
 # settings are not preserved between sessions (eg some Docker images).
 #
 # - If this setting is set to 'accept', the dialog will be handled
 #   automatically and the option to not show it again will be
 #   selected.
 #
 #   Note that in this case, the only way to allow the dialog to be
 #   displayed again is to manually enable the 'Bid, Ask and Last
 #   Size Display Update' message in the 'Messages' section of the TWS
 #   configuration dialog. So you should only use 'Accept' if you are
 #   sure you really don't want the dialog to be displayed again, or
 #   you have easy access to the user interface.
 #
 # - If set to 'defer', the dialog will be handled automatically (so
 #   that market data will start), but the option to not show it again
 #   will not be selected, and it will be shown again after the next
 #   login.
 #
 # - If set to 'ignore', the user has to deal with the dialog manually.
 #
 # The default value is 'ignore'.
 #
 # Note if set to 'accept' or 'defer', TWS also automatically sets
 # the API settings checkbox labelled 'Send market data in lots for
 # US stocks for dual-mode API clients'. IBC cannot prevent this.
 # However you can change this immmediately by setting
 # SendMarketDataInLotsForUSstocks (see below) to 'no' .
 AcceptBidAskLastSizeDisplayUpdateNotification=accept
 # This setting determines whether the API settings checkbox labelled
 # 'Send market data in lots for US stocks for dual-mode API clients'
 # is set or cleared. If set to 'yes', the checkbox is set. If set to
 # 'no' the checkbox is cleared. If defaulted, the checkbox is
 # unchanged.
 SendMarketDataInLotsForUSstocks=
 # =============================================================================
 # 4.   TWS Auto-Closedown
 # =============================================================================
 #
 # IMPORTANT NOTE: Starting with TWS 974, this setting no longer
 # works properly, because IB have changed the way TWS handles its
 # autologoff mechanism. 
 #
 # You should now configure the TWS autologoff time to something
 # convenient for you, and restart IBC each day.
 #
 # Alternatively, discontinue use of IBC and use the auto-relogin
 # mechanism within TWS 974 and later versions (note that the 
 # auto-relogin mechanism provided by IB is not available if you
 # use IBC).
 # Set to yes or no (lower case).
 #
 #   yes   means allow TWS to shut down automatically at its
 # 	  specified shutdown time, which is set via the TWS
 #	  configuration menu.
 #
 #   no    means TWS never shuts down automatically.
 #
 # NB: IB recommends that you do not keep TWS running
 # continuously. If you set this setting to 'no', you may
 # experience incorrect TWS operation.
 #
 # NB: the default for this setting is 'no'. Since this will
 # only work properly with TWS versions earlier than 974, you
 # should explicitly set this to 'yes' for version 974 and later.
 IbAutoClosedown=yes
 # =============================================================================
 # 5.   TWS Tidy Closedown Time
 # =============================================================================
 #
 # NB: starting with TWS 974 this is no longer a useful option
 # because both TWS and Gateway now have the same auto-logoff
 # mechanism, and IBC can no longer avoid this.
 #
 # Note that giving this setting a value does not change TWS's
 # auto-logoff in any way: any setting will be additional to the
 # TWS auto-logoff.
 #
 # To tell IBC to tidily close TWS at a specified time every
 # day, set this value to <hh:mm>, for example:
 # ClosedownAt=22:00
 #
 # To tell IBC to tidily close TWS at a specified day and time
 # each week, set this value to <dayOfWeek hh:mm>, for example:
 # ClosedownAt=Friday 22:00
 #
 # Note that the day of the week must be specified using your
 # default locale. Also note that Java will only accept
 # characters encoded to ISO 8859-1 (Latin-1). This means that
 # if the day name in your default locale uses any non-Latin-1
 # characters you need to encode them using Unicode escapes
 # (see http://java.sun.com/docs/books/jls/third_edition/html/lexical.html#3.3
 # for details). For example, to tidily close TWS at 12:00 on
 # Saturday where the default locale is Simplified Chinese,
 # use the following:
 # #ClosedownAt=\u661F\u671F\u516D 12:00
 ClosedownAt=
 # =============================================================================
 # 6.   Other TWS Settings
 # =============================================================================
 # Accept Incoming Connection
 # --------------------------
 #
 # If set to 'accept', IBC automatically accepts incoming
 # API connection dialogs. If set to 'reject', IBC
 # automatically rejects incoming API connection dialogs. If
 # set to 'manual', the user must decide whether to accept or reject
 # incoming API connection dialogs. The default is 'manual'.
 # NB: it is recommended to set this to 'reject', and to explicitly
 # configure which IP addresses can connect to the API in TWS's API
 # configuration page, as this is much more secure (in this case, no
 # incoming API connection dialogs will occur for those IP addresses).
 AcceptIncomingConnectionAction=reject
 # Allow Blind Trading
 # -------------------
 #
 # If you attempt to place an order for a contract for which
 # you have no market data subscription, TWS displays a dialog
 # to warn you against such blind trading.
 #
 #   yes   means the dialog is dismissed as though the user had
 # 	  clicked the 'Ok' button: this means that you accept
 # 	  the risk and want the order to be submitted.
 #
 #   no    means the dialog remains on display and must be
 #         handled by the user.
 AllowBlindTrading=yes
 # Save Settings on a Schedule
 # ---------------------------
 #
 # You can tell TWS to automatically save its settings on a schedule
 # of your choosing. You can specify one or more specific times,
 # like this:
 #
 # SaveTwsSettingsAt=HH:MM [ HH:MM]...
 #
 # for example:
 # SaveTwsSettingsAt=08:00   12:30 17:30
 #
 # Or you can specify an interval at which settings are to be saved,
 # optionally starting at a specific time and continuing until another
 # time, like this:
 #
 #SaveTwsSettingsAt=Every n [{mins | hours}] [hh:mm] [hh:mm]
 #
 # where the first hh:mm is the start time and the second is the end
 # time. If you don't specify the end time, settings are saved regularly
 # from the start time till midnight. If you don't specify the start time.
 # settings are saved regularly all day, beginning at 00:00. Note that
 # settings will always be saved at the end time, even if that is not
 # exactly one interval later than the previous time. If neither 'mins'
 # nor 'hours' is specified, 'mins' is assumed. Examples:
 #
 # To save every 30 minutes all day starting at 00:00
 #SaveTwsSettingsAt=Every 30
 #SaveTwsSettingsAt=Every 30 mins
 #
 # To save every hour starting at 08:00 and ending at midnight
 #SaveTwsSettingsAt=Every 1 hours 08:00
 #SaveTwsSettingsAt=Every 1 hours 08:00 00:00
 #
 # To save every 90 minutes starting at 08:00 up to and including 17:43
 #SaveTwsSettingsAt=Every 90 08:00 17:43
 SaveTwsSettingsAt=
 # =============================================================================
 # 7.   Settings Specific to Indian Versions of TWS
 # =============================================================================
 # Indian versions of TWS may display a password expiry
 # notification dialog and a NSE Compliance dialog. These can be
 # dismissed by setting the following to yes. By default the
 # password expiry notice is not dismissed, but the NSE Compliance
 # notice is dismissed.
 # Warning: setting DismissPasswordExpiryWarning=yes will mean
 # you will not be notified when your password is about to expire.
 # You must then take other measures to ensure that your password
 # is changed within the expiry period, otherwise IBC will
 # not be able to login successfully.
 DismissPasswordExpiryWarning=no
 DismissNSEComplianceNotice=yes
 # =============================================================================
 # 8.   IBC Command Server Settings
 # =============================================================================
 # Do NOT CHANGE THE FOLLOWING SETTINGS unless you
 # intend to issue commands to IBC (for example
 # using telnet). Note that these settings have nothing to
 # do with running programs that use the TWS API.
 # Command Server Port Number
 # --------------------------
 #
 # The port number that IBC listens on for commands
 # such as "STOP". DO NOT set this to the port number
 # used for TWS API connections. There is no good reason
 # to change this setting unless the port is used by
 # some other application (typically another instance of
 # IBC). The default value is 0, which tells IBC not to
 # start the command server
 #CommandServerPort=7462
 # Permitted Command Sources
 # -------------------------
 #
 # A comma separated list of IP addresses, or host names,
 # which are allowed addresses for sending commands to
 # IBC.  Commands can always be sent from the
 # same host as IBC is running on.
 ControlFrom=127.0.0.1
 # Address for Receiving Commands
 # ------------------------------
 #
 # Specifies the IP address on which the Command Server
 # is so listen. For a multi-homed host, this can be used
 # to specify that connection requests are only to be
 # accepted on the specified address. The default is to
 # accept connection requests on all local addresses.
 BindAddress=127.0.0.1
 # Command Prompt
 # --------------
 #
 # The specified string is output by the server when
 # the connection is first opened and after the completion
 # of each command. This can be useful if sending commands
 # using an interactive program such as telnet. The default
 # is that no prompt is output.
 # For example:
 #
 # CommandPrompt=>
 CommandPrompt=
 # Suppress Command Server Info Messages
 # -------------------------------------
 #
 # Some commands can return intermediate information about
 # their progress. This setting controls whether such
 # information is sent. The default is that such information
 # is not sent.
 SuppressInfoMessages=no
 # =============================================================================
 # 9.   Diagnostic Settings
 # =============================================================================
 #
 # IBC can log information about the structure of windows
 # displayed by TWS. This information is useful when adding
 # new features to IBC or when behaviour is not as expected. 
 #
 # The logged information shows the hierarchical organisation
 # of all the components of the window, and includes the
 # current values of text boxes and labels.
 #
 # Note that this structure logging has a small performance
 # impact, and depending on the settings can cause the logfile
 # size to be significantly increased. It is therefore
 # recommended that the LogStructureWhen setting be set to
 # 'never' (the default) unless there is a specific reason
 # that this information is needed.
 # Scope of Structure Logging
 # --------------------------
 #
 # The LogStructureScope setting indicates which windows are
 # eligible for structure logging:
 #
 #    - if set to 'known', only windows that IBC recognizes
 #      are eligible - these are windows that IBC has some
 #      interest in monitoring, usually to take some action
 #      on the user's behalf;
 #
 #    - if set to 'unknown', only windows that IBC does not
 #      recognize are eligible. Most windows displayed by
 #      TWS fall into this category;
 #
 #    - if set to 'untitled', only windows that IBC does not
 #      recognize and that have no title are eligible. These
 #      are usually message boxes or similar small windows,
 #
 #    - if set to 'all', then every window displayed by TWS
 #      is eligible.
 #
 # The default value is 'known'.
 LogStructureScope=all
 # When to Log Window Structure
 # ----------------------------
 #
 # The LogStructureWhen setting specifies the circumstances
 # when eligible TWS windows have their structure logged:
 #
 #     - if set to 'open' or 'yes' or 'true', IBC logs the
 #       structure of an eligible window the first time it
 #       is encountered;
 #
 #    - if set to 'activate', the structure is logged every
 #      time an eligible window is made active;
 #
 #    - if set to 'never' or 'no' or 'false', structure
 #      information is never logged.
 #
 # The default value is 'never'.
 LogStructureWhen=never
 # DEPRECATED SETTING
 # ------------------
 #
 # LogComponents - THIS SETTING WILL BE REMOVED IN A FUTURE
 # RELEASE
 #
 # If LogComponents is set to any value, this is equivalent
 # to setting LogStructureWhen to that same value and
 # LogStructureScope to 'all': the actual values of those
 # settings are ignored. The default is that the values
 # of LogStructureScope and LogStructureWhen are honoured.
 #LogComponents=
--- a/dockering/ib/jts.ini
+++ b/dockering/ib/jts.ini
@ -1,33 +0,0 @@
 [IBGateway]
 ApiOnly=true
 LocalServerPort=4002
 # NOTE: must be set if using IBC's "reject" mode
 TrustedIPs=127.0.0.1
 ; RemoteHostOrderRouting=ndc1.ibllc.com
 ; WriteDebug=true
 ; RemotePortOrderRouting=4001
 ; useRemoteSettings=false
 ; tradingMode=p
 ; Steps=8
 ; colorPalletName=dark
 # window geo, this may be useful for sending `xdotool` commands?
 ; MainWindow.Width=1986
 ; screenHeight=3960
 [Logon]
 Locale=en
 # most markets are oriented around this zone
 # so might as well hard code it.
 TimeZone=America/New_York
 UseSSL=true
 displayedproxymsg=1
 os_titlebar=true
 s3store=true
 useRemoteSettings=false
 [Communication]
 ctciAutoEncrypt=true
 Region=usr
 ; Peer=cdc1.ibllc.com:4001
--- a/dockering/ib/run_x11_vnc.sh
+++ b/dockering/ib/run_x11_vnc.sh
@ -1,16 +0,0 @@
 #!/bin/sh
 # start VNC server
 x11vnc \
    -ncache_cr \
    -listen localhost \
    -display :1 \
    -forever \
    -shared \
    -logappend /var/log/x11vnc.log \
    -bg \
    -noipv6 \
    -autoport 3003 \
    # can't use this because of ``asyncvnc`` issue:
    # https://github.com/barneygale/asyncvnc/issues/1
    # -passwd 'ibcansmbz'
--- a/notes_to_self.rst
+++ b/notes_to_self.rst
@ -1,28 +0,0 @@
 Notes to self
 =============
 chicken scratch we shan't forget, consider this staging
 for actual feature issues on wtv git wrapper-provider we're
 using (no we shan't stick with GH long term likely).
 cool chart features
 -------------------
 - allow right-click to spawn shell with current in view
  data passed to the new process via ``msgpack-numpy``.
 - expand OHLC datum to lower time frame.
 - auto-highlight current time range on tick feed
 features from IB charting
 -------------------------
 - vlm diffing from ticks and compare when bar arrives from historical
  - should help isolate dark vlm / trades
 chart ux ideas
 --------------
 - hotkey to zoom to order intersection (horizontal line) with previous
  price levels (+ some margin obvs).
 - L1 "lines" (queue size repr) should normalize to some fixed x width
  such that when levels with more vlm appear other smaller levels are
  scaled down giving an immediate indication of the liquidity diff.
--- a/piker/init.py
+++ b/piker/init.py
@ -18,3 +18,10 @@
 piker: trading gear for hackers.
 """
 import msgpack  # noqa
 # TODO: remove this now right?
 import msgpack_numpy
 # patch msgpack for numpy arrays
 msgpack_numpy.patch()
--- a/piker/_async_utils.py
+++ b/piker/_async_utils.py
@ -1,5 +1,5 @@
 # piker: trading gear for hackers
-# Copyright (C) Tyler Goodlet (in stewardship for piker0)
+# 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
@ -15,22 +15,11 @@
 # along with this program.  If not, see <https://www.gnu.org/licenses/>.
 """
-Cacheing apis and toolz.
+Async utils no one seems to have built into a core lib (yet).
 """
-
+from typing import AsyncContextManager
 from collections import OrderedDict
-from contextlib import (
+from contextlib import asynccontextmanager
    asynccontextmanager,
 )
 from tractor.trionics import maybe_open_context
 from .brokers import get_brokermod
 from .log import get_logger
 log = get_logger(__name__)
 def async_lifo_cache(maxsize=128):
@ -63,17 +52,15 @@ def async_lifo_cache(maxsize=128):
@asynccontextmanager
-async def open_cached_client(
+async def _just_none():
-    brokername: str,
+    # noop -> skip entering context
-) -> 'Client':  # noqa
+    yield None
    '''
    Get a cached broker client from the current actor's local vars.
    If one has not been setup do it and cache it.
-    '''
+@asynccontextmanager
-    brokermod = get_brokermod(brokername)
+async def maybe_with_if(
-    async with maybe_open_context(
+    predicate: bool,
-        acm_func=brokermod.get_client,
+    context: AsyncContextManager,
-    ) as (cache_hit, client):
+) -> AsyncContextManager:
-        yield client
+    async with context if predicate else _just_none() as output:
        yield output
--- a/piker/_daemon.py
+++ b/piker/_daemon.py
@ -19,12 +19,11 @@ Structured, daemon tree service management.
 """
 from typing import Optional, Union, Callable, Any
-from contextlib import asynccontextmanager as acm
+from contextlib import asynccontextmanager, AsyncExitStack
 from collections import defaultdict
 from pydantic import BaseModel
 import trio
 from trio_typing import TaskStatus
 import tractor
 from .log import get_logger, get_console_log
@ -34,11 +33,9 @@ from .brokers import get_brokermod
 log = get_logger(__name__)
 _root_dname = 'pikerd'
 _registry_addr = ('127.0.0.1', 6116)
 _tractor_kwargs: dict[str, Any] = {
    # use a different registry addr then tractor's default
-    'arbiter_addr': _registry_addr
+    'arbiter_addr':  ('127.0.0.1', 6116),
 }
 _root_modules = [
    __name__,
@ -48,89 +45,42 @@ _root_modules = [
 class Services(BaseModel):
-
+    actor_n: tractor._trionics.ActorNursery
    actor_n: tractor._supervise.ActorNursery
    service_n: trio.Nursery
    debug_mode: bool  # tractor sub-actor debug mode flag
-    service_tasks: dict[str, tuple[trio.CancelScope, tractor.Portal]] = {}
+    ctx_stack: AsyncExitStack
    class Config:
        arbitrary_types_allowed = True
-    async def start_service_task(
+    async def open_remote_ctx(
        self,
        name: str,
        portal: tractor.Portal,
        target: Callable,
        **kwargs,
-    ) -> (trio.CancelScope, tractor.Context):
+    ) -> tractor.Context:
        '''
        Open a context in a service sub-actor, add to a stack
-        that gets unwound at ``pikerd`` teardown.
+        that gets unwound at ``pikerd`` tearodwn.
        This allows for allocating long-running sub-services in our main
        daemon and explicitly controlling their lifetimes.
        '''
-        async def open_context_in_task(
+        ctx, first = await self.ctx_stack.enter_async_context(
-            task_status: TaskStatus[
+            portal.open_context(
                trio.CancelScope] = trio.TASK_STATUS_IGNORED,
        ) -> Any:
            with trio.CancelScope() as cs:
                async with portal.open_context(
                target,
                **kwargs,
                ) as (ctx, first):
                    # unblock once the remote context has started
                    task_status.started((cs, first))
                    log.info(
                        f'`pikerd` service {name} started with value {first}'
            )
-                    try:
+        )
-                        # wait on any context's return value
+        return ctx
                        ctx_res = await ctx.result()
                    except tractor.ContextCancelled:
                        return await self.cancel_service(name)
                    else:
                        # wait on any error from the sub-actor
                        # NOTE: this will block indefinitely until
                        # cancelled either by error from the target
                        # context function or by being cancelled here by
                        # the surrounding cancel scope
                        return (await portal.result(), ctx_res)
        cs, first = await self.service_n.start(open_context_in_task)
        # store the cancel scope and portal for later cancellation or
        # retstart if needed.
        self.service_tasks[name] = (cs, portal)
        return cs, first
    # TODO: per service cancellation by scope, we aren't using this
    # anywhere right?
    async def cancel_service(
        self,
        name: str,
    ) -> Any:
        log.info(f'Cancelling `pikerd` service {name}')
        cs, portal = self.service_tasks[name]
        # XXX: not entirely sure why this is required,
        # and should probably be better fine tuned in
        # ``tractor``?
        cs.cancel()
        return await portal.cancel_actor()
 _services: Optional[Services] = None
-@acm
+@asynccontextmanager
 async def open_pikerd(
    start_method: str = 'trio',
    loglevel: Optional[str] = None,
@ -156,7 +106,7 @@ async def open_pikerd(
        tractor.open_root_actor(
            # passed through to ``open_root_actor``
-            arbiter_addr=_registry_addr,
+            arbiter_addr=_tractor_kwargs['arbiter_addr'],
            name=_root_dname,
            loglevel=loglevel,
            debug_mode=debug_mode,
@ -167,66 +117,25 @@ async def open_pikerd(
            # spawn other specialized daemons I think?
            enable_modules=_root_modules,
        ) as _,
        tractor.open_nursery() as actor_nursery,
    ):
        async with trio.open_nursery() as service_nursery:
-            # # setup service mngr singleton instance
+            # setup service mngr singleton instance
-            # async with AsyncExitStack() as stack:
+            async with AsyncExitStack() as stack:
                # assign globally for future daemon/task creation
                _services = Services(
                    actor_n=actor_nursery,
                    service_n=service_nursery,
                    debug_mode=debug_mode,
                    ctx_stack=stack,
                )
                yield _services
-@acm
+@asynccontextmanager
 async def open_piker_runtime(
    name: str,
    enable_modules: list[str] = [],
    start_method: str = 'trio',
    loglevel: Optional[str] = None,
    # XXX: you should pretty much never want debug mode
    # for data daemons when running in production.
    debug_mode: bool = False,
 ) -> Optional[tractor._portal.Portal]:
    '''
    Start a piker actor who's runtime will automatically
    sync with existing piker actors in local network
    based on configuration.
    '''
    global _services
    assert _services is None
    # XXX: this may open a root actor as well
    async with (
        tractor.open_root_actor(
            # passed through to ``open_root_actor``
            arbiter_addr=_registry_addr,
            name=name,
            loglevel=loglevel,
            debug_mode=debug_mode,
            start_method=start_method,
            # TODO: eventually we should be able to avoid
            # having the root have more then permissions to
            # spawn other specialized daemons I think?
            enable_modules=_root_modules,
        ) as _,
    ):
        yield tractor.current_actor()
@acm
 async def maybe_open_runtime(
    loglevel: Optional[str] = None,
    **kwargs,
@ -249,7 +158,7 @@ async def maybe_open_runtime(
        yield
-@acm
+@asynccontextmanager
 async def maybe_open_pikerd(
    loglevel: Optional[str] = None,
    **kwargs,
@ -265,20 +174,16 @@ async def maybe_open_pikerd(
    # subtle, we must have the runtime up here or portal lookup will fail
    async with maybe_open_runtime(loglevel, **kwargs):
        async with tractor.find_actor(_root_dname) as portal:
            # assert portal is not None
            if portal is not None:
                yield portal
                return
-    # presume pikerd role since no daemon could be found at
+    # presume pikerd role
    # configured address
    async with open_pikerd(
        loglevel=loglevel,
        debug_mode=kwargs.get('debug_mode', False),
    ) as _:
        # in the case where we're starting up the
        # tractor-piker runtime stack in **this** process
@ -300,57 +205,21 @@ class Brokerd:
    locks = defaultdict(trio.Lock)
-@acm
+@asynccontextmanager
 async def find_service(
    service_name: str,
 ) -> Optional[tractor.Portal]:
    log.info(f'Scanning for service `{service_name}`')
    # attach to existing daemon by name if possible
    async with tractor.find_actor(
        service_name,
        arbiter_sockaddr=_registry_addr,
    ) as maybe_portal:
        yield maybe_portal
 async def check_for_service(
    service_name: str,
 ) -> bool:
    '''
    Service daemon "liveness" predicate.
    '''
    async with tractor.query_actor(
        service_name,
        arbiter_sockaddr=_registry_addr,
    ) as sockaddr:
        return sockaddr
@acm
 async def maybe_spawn_daemon(
    service_name: str,
-    service_task_target: Callable,
+    spawn_func: Callable,
    spawn_args: dict[str, Any],
    loglevel: Optional[str] = None,
    **kwargs,
 ) -> tractor.Portal:
-    '''
+    """
    If no ``service_name`` daemon-actor can be found,
    spawn one in a local subactor and return a portal to it.
-    If this function is called from a non-pikerd actor, the
+    """
    spawned service will persist as long as pikerd does or
    it is requested to be cancelled.
    This can be seen as a service starting api for remote-actor
    clients.
    '''
    if loglevel:
        get_console_log(loglevel)
@ -359,14 +228,13 @@ async def maybe_spawn_daemon(
    lock = Brokerd.locks[service_name]
    await lock.acquire()
-    async with find_service(service_name) as portal:
+    # attach to existing brokerd if possible
    async with tractor.find_actor(service_name) as portal:
        if portal is not None:
            lock.release()
            yield portal
            return
    log.warning(f"Couldn't find any existing {service_name}")
    # ask root ``pikerd`` daemon to spawn the daemon we need if
    # pikerd is not live we now become the root of the
    # process tree
@ -378,31 +246,19 @@ async def maybe_spawn_daemon(
    ) as pikerd_portal:
        if pikerd_portal is None:
-            # we are the root and thus are `pikerd`
+            # we are root so spawn brokerd directly in our tree
-            # so spawn the target service directly by calling
+            # the root nursery is accessed through process global state
-            # the provided target routine.
+            await spawn_func(**spawn_args)
            # XXX: this assumes that the target is well formed and will
            # do the right things to setup both a sub-actor **and** call
            # the ``_Services`` api from above to start the top level
            # service task for that actor.
            await service_task_target(**spawn_args)
        else:
            # tell the remote `pikerd` to start the target,
            # the target can't return a non-serializable value
            # since it is expected that service startingn is
            # non-blocking and the target task will persist running
            # on `pikerd` after the client requesting it's start
            # disconnects.
            await pikerd_portal.run(
-                service_task_target,
+                spawn_func,
                **spawn_args,
            )
        async with tractor.wait_for_actor(service_name) as portal:
            lock.release()
            yield portal
            await portal.cancel_actor()
 async def spawn_brokerd(
@ -411,7 +267,7 @@ async def spawn_brokerd(
    loglevel: Optional[str] = None,
    **tractor_kwargs,
-) -> bool:
+) -> tractor._portal.Portal:
    log.info(f'Spawning {brokername} broker daemon')
@ -424,21 +280,9 @@ async def spawn_brokerd(
    global _services
    assert _services
    # ask `pikerd` to spawn a new sub-actor and manage it under its
    # actor nursery
    modpath = brokermod.__name__
    broker_enable = [modpath]
    for submodname in getattr(
        brokermod,
        '__enable_modules__',
        [],
    ):
        subpath = f'{modpath}.{submodname}'
        broker_enable.append(subpath)
    portal = await _services.actor_n.start_actor(
        dname,
-        enable_modules=_data_mods + broker_enable,
+        enable_modules=_data_mods + [brokermod.__name__],
        loglevel=loglevel,
        debug_mode=_services.debug_mode,
        **tractor_kwargs
@ -447,16 +291,16 @@ async def spawn_brokerd(
    # non-blocking setup of brokerd service nursery
    from .data import _setup_persistent_brokerd
-    await _services.start_service_task(
+    await _services.open_remote_ctx(
        dname,
        portal,
        _setup_persistent_brokerd,
        brokername=brokername,
    )
-    return True
+
    return dname
-@acm
+@asynccontextmanager
 async def maybe_spawn_brokerd(
    brokername: str,
@ -464,15 +308,13 @@ async def maybe_spawn_brokerd(
    **kwargs,
 ) -> tractor.Portal:
-    '''
+    '''Helper to spawn a brokerd service.
    Helper to spawn a brokerd service *from* a client
    who wishes to use the sub-actor-daemon.
    '''
    async with maybe_spawn_daemon(
        f'brokerd.{brokername}',
-        service_task_target=spawn_brokerd,
+        spawn_func=spawn_brokerd,
        spawn_args={'brokername': brokername, 'loglevel': loglevel},
        loglevel=loglevel,
        **kwargs,
@ -486,7 +328,7 @@ async def spawn_emsd(
    loglevel: Optional[str] = None,
    **extra_tractor_kwargs
-) -> bool:
+) -> tractor._portal.Portal:
    """
    Start the clearing engine under ``pikerd``.
@ -510,15 +352,15 @@ async def spawn_emsd(
    # non-blocking setup of clearing service
    from .clearing._ems import _setup_persistent_emsd
-    await _services.start_service_task(
+    await _services.open_remote_ctx(
        'emsd',
        portal,
        _setup_persistent_emsd,
    )
-    return True
+
    return 'emsd'
-@acm
+@asynccontextmanager
 async def maybe_open_emsd(
    brokername: str,
@ -530,32 +372,10 @@ async def maybe_open_emsd(
    async with maybe_spawn_daemon(
        'emsd',
-        service_task_target=spawn_emsd,
+        spawn_func=spawn_emsd,
        spawn_args={'loglevel': loglevel},
        loglevel=loglevel,
        **kwargs,
    ) as portal:
        yield portal
 # TODO: ideally we can start the tsdb "on demand" but it's
 # probably going to require "rootless" docker, at least if we don't
 # want to expect the user to start ``pikerd`` with root perms all the
 # time.
 # async def maybe_open_marketstored(
 #     loglevel: Optional[str] = None,
 #     **kwargs,
 # ) -> tractor._portal.Portal:  # noqa
 #     async with maybe_spawn_daemon(
 #         'marketstored',
 #         service_task_target=spawn_emsd,
 #         spawn_args={'loglevel': loglevel},
 #         loglevel=loglevel,
 #         **kwargs,
 #     ) as portal:
 #         yield portal
--- a/piker/_profile.py
+++ b/piker/_profile.py
@ -21,10 +21,7 @@ Profiling wrappers for internal libs.
 import time
 from functools import wraps
 # NOTE: you can pass a flag to enable this:
 # ``piker chart <args> --profile``.
 _pg_profile: bool = False
 ms_slower_then: float = 0
 def pg_profile_enabled() -> bool:
--- a/piker/brokers/_util.py
+++ b/piker/brokers/_util.py
@ -33,49 +33,13 @@ class SymbolNotFound(BrokerError):
 class NoData(BrokerError):
-    '''
+    "Symbol data not permitted"
    Symbol data not permitted or no data
    for time range found.
    '''
    def __init__(
        self,
        *args,
        frame_size: int = 1000,
    ) -> None:
        super().__init__(*args)
        # when raised, machinery can check if the backend
        # set a "frame size" for doing datetime calcs.
        self.frame_size: int = 1000
 class DataUnavailable(BrokerError):
    '''
    Signal storage requests to terminate.
    '''
    # TODO: add in a reason that can be displayed in the
    # UI (for eg. `kraken` is bs and you should complain
    # to them that you can't pull more OHLC data..)
 class DataThrottle(BrokerError):
    '''
    Broker throttled request rate for data.
    '''
    # TODO: add in throttle metrics/feedback
 def resproc(
    resp: asks.response_objects.Response,
    log: logging.Logger,
-    return_json: bool = True,
+    return_json: bool = True
    log_resp: bool = False,
 ) -> asks.response_objects.Response:
    """Process response and return its json content.
@ -84,12 +48,11 @@ def resproc(
    if not resp.status_code == 200:
        raise BrokerError(resp.body)
    try:
-        msg = resp.json()
+        json = resp.json()
    except json.decoder.JSONDecodeError:
        log.exception(f"Failed to process {resp}:\n{resp.text}")
        raise BrokerError(resp.text)
    else:
        log.trace(f"Received json contents:\n{colorize_json(json)}")
-    if log_resp:
+    return json if return_json else resp
        log.debug(f"Received json contents:\n{colorize_json(msg)}")
    return msg if return_json else resp
--- a/piker/brokers/api.py
+++ b/piker/brokers/api.py
@ -0,0 +1,85 @@
 # 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()
--- a/piker/brokers/binance.py
+++ b/piker/brokers/binance.py
@ -18,17 +18,13 @@
 Binance backend
 """
-from contextlib import asynccontextmanager as acm
+from contextlib import asynccontextmanager
-from datetime import datetime
+from typing import List, Dict, Any, Tuple, Union, Optional
 from typing import (
    Any, Union, Optional,
    AsyncGenerator, Callable,
 )
 import time
 import trio
 from trio_typing import TaskStatus
-import pendulum
+import arrow
 import asks
 from fuzzywuzzy import process as fuzzy
 import numpy as np
@ -37,11 +33,11 @@ from pydantic.dataclasses import dataclass
 from pydantic import BaseModel
 import wsproto
-from .._cacheables import open_cached_client
+from .api 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, NoBsWs
+from ..data._web_bs import open_autorecon_ws
 log = get_logger(__name__)
@ -92,7 +88,7 @@ class Pair(BaseModel):
    baseCommissionPrecision: int
    quoteCommissionPrecision: int
-    orderTypes: list[str]
+    orderTypes: List[str]
    icebergAllowed: bool
    ocoAllowed: bool
@ -100,8 +96,8 @@ class Pair(BaseModel):
    isSpotTradingAllowed: bool
    isMarginTradingAllowed: bool
-    filters: list[dict[str, Union[str, int, float]]]
+    filters: List[Dict[str, Union[str, int, float]]]
-    permissions: list[str]
+    permissions: List[str]
@dataclass
@ -133,7 +129,7 @@ class OHLC:
    bar_wap: float = 0.0
-# convert datetime obj timestamp to unixtime in milliseconds
+# convert arrow timestamp to unixtime in miliseconds
 def binance_timestamp(when):
    return int((when.timestamp() * 1000) + (when.microsecond / 1000))
@ -149,7 +145,7 @@ class Client:
        self,
        method: str,
        params: dict,
-    ) -> dict[str, Any]:
+    ) -> Dict[str, Any]:
        resp = await self._sesh.get(
            path=f'/api/v3/{method}',
            params=params,
@ -204,7 +200,7 @@ class Client:
        self,
        pattern: str,
        limit: int = None,
-    ) -> dict[str, Any]:
+    ) -> Dict[str, Any]:
        if self._pairs is not None:
            data = self._pairs
        else:
@ -222,22 +218,20 @@ class Client:
    async def bars(
        self,
        symbol: str,
-        start_dt: Optional[datetime] = None,
+        start_time: int = None,
-        end_dt: Optional[datetime] = None,
+        end_time: int = None,
        limit: int = 1000,  # <- max allowed per query
        as_np: bool = True,
    ) -> dict:
-        if end_dt is None:
+        if start_time is None:
-            end_dt = pendulum.now('UTC')
+            start_time = binance_timestamp(
                arrow.utcnow().floor('minute').shift(minutes=-limit)
            )
-        if start_dt is None:
+        if end_time is None:
-            start_dt = end_dt.start_of(
+            end_time = binance_timestamp(arrow.utcnow())
                'minute').subtract(minutes=limit)
        start_time = binance_timestamp(start_dt)
        end_time = binance_timestamp(end_dt)
        # https://binance-docs.github.io/apidocs/spot/en/#kline-candlestick-data
        bars = await self._api(
@ -279,7 +273,7 @@ class Client:
        return array
-@acm
+@asynccontextmanager
 async def get_client() -> Client:
    client = Client()
    await client.cache_symbols()
@ -301,7 +295,7 @@ class AggTrade(BaseModel):
    M: bool  # Ignore
-async def stream_messages(ws: NoBsWs) -> AsyncGenerator[NoBsWs, dict]:
+async def stream_messages(ws):
    timeouts = 0
    while True:
@ -359,7 +353,7 @@ async def stream_messages(ws: NoBsWs) -> AsyncGenerator[NoBsWs, dict]:
            }
-def make_sub(pairs: list[str], sub_name: str, uid: int) -> dict[str, str]:
+def make_sub(pairs: List[str], sub_name: str, uid: int) -> Dict[str, str]:
    """Create a request subscription packet dict.
    https://binance-docs.github.io/apidocs/spot/en/#live-subscribing-unsubscribing-to-streams
@ -374,37 +368,6 @@ def make_sub(pairs: list[str], sub_name: str, uid: int) -> dict[str, str]:
    }
@acm
 async def open_history_client(
    symbol: str,
 ) -> tuple[Callable, int]:
    # TODO implement history getter for the new storage layer.
    async with open_cached_client('binance') as client:
        async def get_ohlc(
            end_dt: Optional[datetime] = None,
            start_dt: Optional[datetime] = None,
        ) -> tuple[
            np.ndarray,
            datetime,  # start
            datetime,  # end
        ]:
            array = await client.bars(
                symbol,
                start_dt=start_dt,
                end_dt=end_dt,
            )
            start_dt = pendulum.from_timestamp(array[0]['time'])
            end_dt = pendulum.from_timestamp(array[-1]['time'])
            return array, start_dt, end_dt
        yield get_ohlc, {'erlangs': 3, 'rate': 3}
 async def backfill_bars(
    sym: str,
    shm: ShmArray,  # type: ignore # noqa
@ -422,12 +385,13 @@ async def backfill_bars(
 async def stream_quotes(
    send_chan: trio.abc.SendChannel,
-    symbols: list[str],
+    symbols: List[str],
    shm: ShmArray,
    feed_is_live: trio.Event,
    loglevel: str = None,
    # startup sync
-    task_status: TaskStatus[tuple[dict, dict]] = trio.TASK_STATUS_IGNORED,
+    task_status: TaskStatus[Tuple[Dict, Dict]] = trio.TASK_STATUS_IGNORED,
 ) -> None:
    # XXX: required to propagate ``tractor`` loglevel to piker logging
@ -452,9 +416,8 @@ async def stream_quotes(
            # XXX: after manually inspecting the response format we
            # just directly pick out the info we need
-            si['price_tick_size'] = float(syminfo.filters[0]['tickSize'])
+            si['price_tick_size'] = syminfo.filters[0]['tickSize']
-            si['lot_tick_size'] = float(syminfo.filters[2]['stepSize'])
+            si['lot_tick_size'] = syminfo.filters[2]['stepSize']
            si['asset_type'] = 'crypto'
        symbol = symbols[0]
@ -464,11 +427,10 @@ async def stream_quotes(
            symbol: {
                'symbol_info': sym_infos[sym],
                'shm_write_opts': {'sum_tick_vml': False},
                'fqsn': sym,
            },
        }
-        @acm
+        @asynccontextmanager
        async def subscribe(ws: wsproto.WSConnection):
            # setup subs
@ -518,25 +480,17 @@ async def stream_quotes(
                # TODO: use ``anext()`` when it lands in 3.10!
                typ, quote = await msg_gen.__anext__()
-            task_status.started((init_msgs,  quote))
+            first_quote = {quote['symbol'].lower(): quote}
            task_status.started((init_msgs,  first_quote))
            # 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
--- a/piker/brokers/cli.py
+++ b/piker/brokers/cli.py
@ -23,6 +23,7 @@ from operator import attrgetter
 from operator import itemgetter
 import click
 import pandas as pd
 import trio
 import tractor
@ -46,10 +47,8 @@ _watchlists_data_path = os.path.join(_config_dir, 'watchlists.json')
@click.argument('kwargs', nargs=-1)
@click.pass_obj
 def api(config, meth, kwargs, keys):
-    '''
+    """Make a broker-client API method call
-    Make a broker-client API method call
+    """
    '''
    # global opts
    broker = config['brokers'][0]
@ -80,13 +79,13 @@ def api(config, meth, kwargs, keys):
@cli.command()
@click.option('--df-output', '-df', flag_value=True,
              help='Output in `pandas.DataFrame` format')
@click.argument('tickers', nargs=-1, required=True)
@click.pass_obj
-def quote(config, tickers):
+def quote(config, tickers, df_output):
-    '''
+    """Print symbol quotes to the console
-    Print symbol quotes to the console
+    """
    '''
    # global opts
    brokermod = config['brokermods'][0]
@ -101,19 +100,28 @@ def quote(config, tickers):
            if ticker not in syms:
                brokermod.log.warn(f"Could not find symbol {ticker}?")
    if df_output:
        cols = next(filter(bool, quotes)).copy()
        cols.pop('symbol')
        df = pd.DataFrame(
            (quote or {} for quote in quotes),
            columns=cols,
        )
        click.echo(df)
    else:
        click.echo(colorize_json(quotes))
@cli.command()
@click.option('--df-output', '-df', flag_value=True,
              help='Output in `pandas.DataFrame` format')
@click.option('--count', '-c', default=1000,
              help='Number of bars to retrieve')
@click.argument('symbol', required=True)
@click.pass_obj
-def bars(config, symbol, count):
+def bars(config, symbol, count, df_output):
-    '''
+    """Retreive 1m bars for symbol and print on the console
-    Retreive 1m bars for symbol and print on the console
+    """
    '''
    # global opts
    brokermod = config['brokermods'][0]
@ -125,7 +133,7 @@ def bars(config, symbol, count):
            brokermod,
            symbol,
            count=count,
-            as_np=False,
+            as_np=df_output
        )
    )
@ -133,6 +141,9 @@ def bars(config, symbol, count):
        log.error(f"No quotes could be found for {symbol}?")
        return
    if df_output:
        click.echo(pd.DataFrame(bars))
    else:
        click.echo(colorize_json(bars))
@ -145,10 +156,8 @@ def bars(config, symbol, count):
@click.argument('name', nargs=1, required=True)
@click.pass_obj
 def record(config, rate, name, dhost, filename):
-    '''
+    """Record client side quotes to a file on disk
-    Record client side quotes to a file on disk
+    """
    '''
    # global opts
    brokermod = config['brokermods'][0]
    loglevel = config['loglevel']
@ -186,10 +195,8 @@ def record(config, rate, name, dhost, filename):
@click.argument('symbol', required=True)
@click.pass_context
 def contracts(ctx, loglevel, broker, symbol, ids):
-    '''
+    """Get list of all option contracts for symbol
-    Get list of all option contracts for symbol
+    """
    '''
    brokermod = get_brokermod(broker)
    get_console_log(loglevel)
@ -206,14 +213,14 @@ def contracts(ctx, loglevel, broker, symbol, ids):
@cli.command()
@click.option('--df-output', '-df', flag_value=True,
              help='Output in `pandas.DataFrame` format')
@click.option('--date', '-d', help='Contracts expiry date')
@click.argument('symbol', required=True)
@click.pass_obj
-def optsquote(config, symbol, date):
+def optsquote(config, symbol, df_output, date):
-    '''
+    """Retreive symbol option quotes on the console
-    Retreive symbol option quotes on the console
+    """
    '''
    # global opts
    brokermod = config['brokermods'][0]
@ -226,6 +233,13 @@ def optsquote(config, symbol, date):
        log.error(f"No option quotes could be found for {symbol}?")
        return
    if df_output:
        df = pd.DataFrame(
            (quote.values() for quote in quotes),
            columns=quotes[0].keys(),
        )
        click.echo(df)
    else:
        click.echo(colorize_json(quotes))
@ -233,10 +247,8 @@ def optsquote(config, symbol, date):
@click.argument('tickers', nargs=-1, required=True)
@click.pass_obj
 def symbol_info(config, tickers):
-    '''
+    """Print symbol quotes to the console
-    Print symbol quotes to the console
+    """
    '''
    # global opts
    brokermod = config['brokermods'][0]
@ -258,10 +270,8 @@ def symbol_info(config, tickers):
@click.argument('pattern', required=True)
@click.pass_obj
 def search(config, pattern):
-    '''
+    """Search for symbols from broker backend(s).
-    Search for symbols from broker backend(s).
+    """
    '''
    # global opts
    brokermods = config['brokermods']
--- a/piker/brokers/config.py
+++ b/piker/brokers/config.py
@ -0,0 +1,93 @@
 # 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/>.
 """
 Broker configuration mgmt.
 """
 import os
 from os.path import dirname
 import shutil
 import toml
 import click
 from ..log import get_logger
 log = get_logger('broker-config')
 _config_dir = click.get_app_dir('piker')
 _file_name = 'brokers.toml'
 def _override_config_dir(
    path: str
 ) -> None:
    global _config_dir
    _config_dir = path
 def get_broker_conf_path():
    return os.path.join(_config_dir, _file_name)
 def repodir():
    """Return the abspath to the repo directory.
    """
    dirpath = os.path.abspath(
        # we're 3 levels down in **this** module file
        dirname(dirname(dirname(os.path.realpath(__file__))))
    )
    return dirpath
 def load(
    path: str = None
 ) -> (dict, str):
    """Load broker config.
    """
    path = path or get_broker_conf_path()
    if not os.path.isfile(path):
        shutil.copyfile(
            os.path.join(repodir(), 'data/brokers.toml'),
            path,
        )
    config = toml.load(path)
    log.debug(f"Read config file {path}")
    return config, path
 def write(
    config: dict,  # toml config as dict
    path: str = None,
 ) -> None:
    """Write broker config to disk.
    Create a ``brokers.ini`` file if one does not exist.
    """
    path = path or get_broker_conf_path()
    dirname = os.path.dirname(path)
    if not os.path.isdir(dirname):
        log.debug(f"Creating config dir {_config_dir}")
        os.makedirs(dirname)
    if not config:
        raise ValueError(
            "Watch out you're trying to write a blank config!")
    log.debug(f"Writing config file {path}")
    with open(path, 'w') as cf:
        return toml.dump(config, cf)
--- a/piker/brokers/core.py
+++ b/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 .._cacheables import open_cached_client
+from .api import open_cached_client
 log = get_logger(__name__)
@ -142,23 +142,15 @@ async def symbol_search(
    brokermods: list[ModuleType],
    pattern: str,
    **kwargs,
 ) -> Dict[str, Dict[str, Dict[str, Any]]]:
-    '''
+    """Return symbol info from broker.
-    Return symbol info from broker.
+    """
    '''
    results = []
-    async def search_backend(
+    async def search_backend(brokername: str) -> None:
        brokermod: ModuleType
    ) -> None:
        brokername: str = mod.name
        async with maybe_spawn_brokerd(
-            mod.name,
+            brokername,
            infect_asyncio=getattr(mod, '_infect_asyncio', False),
        ) as portal:
            results.append((
--- a/piker/brokers/data.py
+++ b/piker/brokers/data.py
@ -14,14 +14,9 @@
 # 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/>.
-'''
+"""
-NB: this is the old original implementation that was used way way back
+Real-time data feed machinery
-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
@ -38,7 +33,6 @@ import contextlib
 import trio
 import tractor
 from tractor.experimental import msgpub
 from async_generator import asynccontextmanager
 from ..log import get_logger, get_console_log
@ -99,7 +93,7 @@ class BrokerFeed:
    )
-@msgpub(tasks=['stock', 'option'])
+@tractor.msg.pub(tasks=['stock', 'option'])
 async def stream_poll_requests(
    get_topics: Callable,
    get_quotes: Coroutine,
@ -294,7 +288,7 @@ async def start_quote_stream(
        await stream_poll_requests(
-            # ``trionics.msgpub`` required kwargs
+            # ``msg.pub`` required kwargs
            task_name=feed_type,
            ctx=ctx,
            topics=symbols,
--- a/piker/brokers/ib.py
+++ b/piker/brokers/ib.py
--- a/piker/brokers/ib/init.py
+++ b/piker/brokers/ib/init.py
@ -1,67 +0,0 @@
 # 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/>.
 """
 Interactive Brokers API backend.
 Sub-modules within break into the core functionalities:
 - ``broker.py`` part for orders / trading endpoints
 - ``data.py`` for real-time data feed endpoints
 - ``client.py`` for the core API machinery which is ``trio``-ized
  wrapping around ``ib_insync``.
 - ``report.py`` for the hackery to build manual pp calcs
  to avoid ib's absolute bullshit FIFO style position
  tracking..
 """
 from .api import (
    get_client,
 )
 from .feed import (
    open_history_client,
    open_symbol_search,
    stream_quotes,
 )
 from .broker import trades_dialogue
 __all__ = [
    'get_client',
    'trades_dialogue',
    'open_history_client',
    'open_symbol_search',
    'stream_quotes',
 ]
 # tractor RPC enable arg
 __enable_modules__: list[str] = [
    'api',
    'feed',
    'broker',
 ]
 # passed to ``tractor.ActorNursery.start_actor()``
 _spawn_kwargs = {
    'infect_asyncio': True,
 }
 # annotation to let backend agnostic code
 # know if ``brokerd`` should be spawned with
 # ``tractor``'s aio mode.
 _infect_asyncio: bool = True
--- a/piker/brokers/ib/api.py
+++ b/piker/brokers/ib/api.py
--- a/piker/brokers/ib/broker.py
+++ b/piker/brokers/ib/broker.py
@ -1,590 +0,0 @@
 # 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/>.
 """
 Order and trades endpoints for use with ``piker``'s EMS.
 """
 from __future__ import annotations
 from dataclasses import asdict
 from functools import partial
 from pprint import pformat
 import time
 from typing import (
    Any,
    Optional,
    AsyncIterator,
 )
 import trio
 from trio_typing import TaskStatus
 import tractor
 from ib_insync.contract import (
    Contract,
    Option,
 )
 from ib_insync.order import (
    Trade,
    OrderStatus,
 )
 from ib_insync.objects import (
    Fill,
    Execution,
 )
 from ib_insync.objects import Position
 from piker import config
 from piker.log import get_console_log
 from piker.clearing._messages import (
    BrokerdOrder,
    BrokerdOrderAck,
    BrokerdStatus,
    BrokerdPosition,
    BrokerdCancel,
    BrokerdFill,
    BrokerdError,
 )
 from .api import (
    _accounts2clients,
    _adhoc_futes_set,
    log,
    get_config,
    open_client_proxies,
    Client,
 )
 def pack_position(
    pos: Position
 ) -> dict[str, Any]:
    con = pos.contract
    if isinstance(con, Option):
        # TODO: option symbol parsing and sane display:
        symbol = con.localSymbol.replace(' ', '')
    else:
        # TODO: lookup fqsn even for derivs.
        symbol = con.symbol.lower()
    exch = (con.primaryExchange or con.exchange).lower()
    symkey = '.'.join((symbol, exch))
    if not exch:
        # attempt to lookup the symbol from our
        # hacked set..
        for sym in _adhoc_futes_set:
            if symbol in sym:
                symkey = sym
                break
    expiry = con.lastTradeDateOrContractMonth
    if expiry:
        symkey += f'.{expiry}'
    # TODO: options contracts into a sane format..
    return BrokerdPosition(
        broker='ib',
        account=pos.account,
        symbol=symkey,
        currency=con.currency,
        size=float(pos.position),
        avg_price=float(pos.avgCost) / float(con.multiplier or 1.0),
    )
 async def handle_order_requests(
    ems_order_stream: tractor.MsgStream,
    accounts_def: dict[str, str],
 ) -> None:
    request_msg: dict
    async for request_msg in ems_order_stream:
        log.info(f'Received order request {request_msg}')
        action = request_msg['action']
        account = request_msg['account']
        acct_number = accounts_def.get(account)
        if not acct_number:
            log.error(
                f'An IB account number for name {account} is not found?\n'
                'Make sure you have all TWS and GW instances running.'
            )
            await ems_order_stream.send(BrokerdError(
                oid=request_msg['oid'],
                symbol=request_msg['symbol'],
                reason=f'No account found: `{account}` ?',
            ).dict())
            continue
        client = _accounts2clients.get(account)
        if not client:
            log.error(
                f'An IB client for account name {account} is not found.\n'
                'Make sure you have all TWS and GW instances running.'
            )
            await ems_order_stream.send(BrokerdError(
                oid=request_msg['oid'],
                symbol=request_msg['symbol'],
                reason=f'No api client loaded for account: `{account}` ?',
            ).dict())
            continue
        if action in {'buy', 'sell'}:
            # validate
            order = BrokerdOrder(**request_msg)
            # call our client api to submit the order
            reqid = client.submit_limit(
                oid=order.oid,
                symbol=order.symbol,
                price=order.price,
                action=order.action,
                size=order.size,
                account=acct_number,
                # XXX: by default 0 tells ``ib_insync`` methods that
                # there is no existing order so ask the client to create
                # a new one (which it seems to do by allocating an int
                # counter - collision prone..)
                reqid=order.reqid,
            )
            if reqid is None:
                await ems_order_stream.send(BrokerdError(
                    oid=request_msg['oid'],
                    symbol=request_msg['symbol'],
                    reason='Order already active?',
                ).dict())
            # deliver ack that order has been submitted to broker routing
            await ems_order_stream.send(
                BrokerdOrderAck(
                    # ems order request id
                    oid=order.oid,
                    # broker specific request id
                    reqid=reqid,
                    time_ns=time.time_ns(),
                    account=account,
                ).dict()
            )
        elif action == 'cancel':
            msg = BrokerdCancel(**request_msg)
            client.submit_cancel(reqid=msg.reqid)
        else:
            log.error(f'Unknown order command: {request_msg}')
 async def recv_trade_updates(
    client: Client,
    to_trio: trio.abc.SendChannel,
 ) -> None:
    """Stream a ticker using the std L1 api.
    """
    client.inline_errors(to_trio)
    # sync with trio task
    to_trio.send_nowait(None)
    def push_tradesies(eventkit_obj, obj, fill=None):
        """Push events to trio task.
        """
        if fill is not None:
            # execution details event
            item = ('fill', (obj, fill))
        elif eventkit_obj.name() == 'positionEvent':
            item = ('position', obj)
        else:
            item = ('status', obj)
        log.info(f'eventkit event ->\n{pformat(item)}')
        try:
            to_trio.send_nowait(item)
        except trio.BrokenResourceError:
            log.exception(f'Disconnected from {eventkit_obj} updates')
            eventkit_obj.disconnect(push_tradesies)
    # hook up to the weird eventkit object - event stream api
    for ev_name in [
        'orderStatusEvent',  # all order updates
        'execDetailsEvent',  # all "fill" updates
        'positionEvent',  # avg price updates per symbol per account
        # 'commissionReportEvent',
        # XXX: ugh, it is a separate event from IB and it's
        # emitted as follows:
        # self.ib.commissionReportEvent.emit(trade, fill, report)
        # XXX: not sure yet if we need these
        # 'updatePortfolioEvent',
        # XXX: these all seem to be weird ib_insync intrernal
        # events that we probably don't care that much about
        # given the internal design is wonky af..
        # 'newOrderEvent',
        # 'orderModifyEvent',
        # 'cancelOrderEvent',
        # 'openOrderEvent',
    ]:
        eventkit_obj = getattr(client.ib, ev_name)
        handler = partial(push_tradesies, eventkit_obj)
        eventkit_obj.connect(handler)
    # let the engine run and stream
    await client.ib.disconnectedEvent
@tractor.context
 async def trades_dialogue(
    ctx: tractor.Context,
    loglevel: str = None,
 ) -> AsyncIterator[dict[str, Any]]:
    # XXX: required to propagate ``tractor`` loglevel to piker logging
    get_console_log(loglevel or tractor.current_actor().loglevel)
    accounts_def = config.load_accounts(['ib'])
    global _client_cache
    # deliver positions to subscriber before anything else
    all_positions = []
    accounts = set()
    clients: list[tuple[Client, trio.MemoryReceiveChannel]] = []
    async with (
        trio.open_nursery() as nurse,
        open_client_proxies() as (proxies, aioclients),
    ):
        for account, proxy in proxies.items():
            client = aioclients[account]
            async def open_stream(
                task_status: TaskStatus[
                    trio.abc.ReceiveChannel
                ] = trio.TASK_STATUS_IGNORED,
            ):
                # each api client has a unique event stream
                async with tractor.to_asyncio.open_channel_from(
                    recv_trade_updates,
                    client=client,
                ) as (first, trade_event_stream):
                    task_status.started(trade_event_stream)
                    await trio.sleep_forever()
            trade_event_stream = await nurse.start(open_stream)
            clients.append((client, trade_event_stream))
            assert account in accounts_def
            accounts.add(account)
        for client in aioclients.values():
            for pos in client.positions():
                msg = pack_position(pos)
                msg.account = accounts_def.inverse[msg.account]
                assert msg.account in accounts, (
                    f'Position for unknown account: {msg.account}')
                all_positions.append(msg.dict())
        trades: list[dict] = []
        for proxy in proxies.values():
            trades.append(await proxy.trades())
        log.info(f'Loaded {len(trades)} from this session')
        # TODO: write trades to local ``trades.toml``
        # - use above per-session trades data and write to local file
        # - get the "flex reports" working and pull historical data and
        # also save locally.
        await ctx.started((
            all_positions,
            tuple(name for name in accounts_def if name in accounts),
        ))
        async with (
            ctx.open_stream() as ems_stream,
            trio.open_nursery() as n,
        ):
            # start order request handler **before** local trades event loop
            n.start_soon(handle_order_requests, ems_stream, accounts_def)
            # allocate event relay tasks for each client connection
            for client, stream in clients:
                n.start_soon(
                    deliver_trade_events,
                    stream,
                    ems_stream,
                    accounts_def
                )
            # block until cancelled
            await trio.sleep_forever()
 async def deliver_trade_events(
    trade_event_stream: trio.MemoryReceiveChannel,
    ems_stream: tractor.MsgStream,
    accounts_def: dict[str, str],
 ) -> None:
    '''Format and relay all trade events for a given client to the EMS.
    '''
    action_map = {'BOT': 'buy', 'SLD': 'sell'}
    # 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 trade_event_stream:
        log.info(f'ib sending {event_name}:\n{pformat(item)}')
        # 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
            # skip duplicate filled updates - we get the deats
            # from the execution details event
            msg = BrokerdStatus(
                reqid=trade.order.orderId,
                time_ns=time.time_ns(),  # cuz why not
                account=accounts_def.inverse[trade.order.account],
                # 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,
                broker_details={'name': 'ib'},
            )
        elif event_name == 'fill':
            # for wtv reason this is a separate event type
            # from IB, not sure why it's needed other then for extra
            # complexity and over-engineering :eyeroll:.
            # we may just end up dropping these events (or
            # translating them to ``Status`` msgs) if we can
            # show the equivalent status events are no more latent.
            # unpack ib_insync types
            # pep-0526 style:
            # https://www.python.org/dev/peps/pep-0526/#global-and-local-variable-annotations
            trade: Trade
            fill: Fill
            trade, fill = item
            execu: Execution = fill.execution
            # TODO: normalize out commissions details?
            details = {
                'contract': asdict(fill.contract),
                'execution': asdict(fill.execution),
                'commissions': asdict(fill.commissionReport),
                'broker_time': execu.time,   # supposedly server fill time
                'name': 'ib',
            }
            msg = BrokerdFill(
                # should match the value returned from `.submit_limit()`
                reqid=execu.orderId,
                time_ns=time.time_ns(),  # cuz why not
                action=action_map[execu.side],
                size=execu.shares,
                price=execu.price,
                broker_details=details,
                # XXX: required by order mode currently
                broker_time=details['broker_time'],
            )
        elif event_name == 'error':
            err: dict = item
            # f$#$% gawd dammit insync..
            con = err['contract']
            if isinstance(con, Contract):
                err['contract'] = asdict(con)
            if err['reqid'] == -1:
                log.error(f'TWS external order error:\n{pformat(err)}')
            # TODO: what schema for this msg if we're going to make it
            # portable across all backends?
            # msg = BrokerdError(**err)
            continue
        elif event_name == 'position':
            msg = pack_position(item)
            msg.account = accounts_def.inverse[msg.account]
        elif event_name == 'event':
            # it's either a general system status event or an external
            # trade event?
            log.info(f"TWS system status: \n{pformat(item)}")
            # TODO: support this again but needs parsing at the callback
            # level...
            # reqid = item.get('reqid', 0)
            # if getattr(msg, 'reqid', 0) < -1:
            # log.info(f"TWS triggered trade\n{pformat(msg.dict())}")
            continue
            # msg.reqid = 'tws-' + str(-1 * reqid)
            # mark msg as from "external system"
            # TODO: probably something better then this.. and start
            # considering multiplayer/group trades tracking
            # msg.broker_details['external_src'] = 'tws'
        # XXX: we always serialize to a dict for msgpack
        # translations, ideally we can move to an msgspec (or other)
        # encoder # that can be enabled in ``tractor`` ahead of
        # time so we can pass through the message types directly.
        await ems_stream.send(msg.dict())
 def load_flex_trades(
    path: Optional[str] = None,
 ) -> dict[str, str]:
    from pprint import pprint
    from ib_insync import flexreport, util
    conf = get_config()
    if not path:
        # load ``brokers.toml`` and try to get the flex
        # token and query id that must be previously defined
        # by the user.
        token = conf.get('flex_token')
        if not token:
            raise ValueError(
               'You must specify a ``flex_token`` field in your'
               '`brokers.toml` in order load your trade log, see our'
               'intructions for how to set this up here:\n'
               'PUT LINK HERE!'
            )
        qid = conf['flex_trades_query_id']
        # TODO: hack this into our logging
        # system like we do with the API client..
        util.logToConsole()
        # TODO: rewrite the query part of this with async..httpx?
        report = flexreport.FlexReport(
            token=token,
            queryId=qid,
        )
    else:
        # XXX: another project we could potentially look at,
        # https://pypi.org/project/ibflex/
        report = flexreport.FlexReport(path=path)
    trade_entries = report.extract('Trade')
    trades = {
        # XXX: LOL apparently ``toml`` has a bug
        # where a section key error will show up in the write
        # if you leave this as an ``int``?
        str(t.__dict__['tradeID']): t.__dict__
        for t in trade_entries
    }
    ln = len(trades)
    log.info(f'Loaded {ln} trades from flex query')
    trades_by_account = {}
    for tid, trade in trades.items():
        trades_by_account.setdefault(
            # oddly for some so-called "BookTrade" entries
            # this field seems to be blank, no cuckin clue.
            # trade['ibExecID']
            str(trade['accountId']), {}
        )[tid] = trade
    section = {'ib': trades_by_account}
    pprint(section)
    # TODO: load the config first and append in
    # the new trades loaded here..
    try:
        config.write(section, 'trades')
    except KeyError:
        import pdbpp; pdbpp.set_trace()  # noqa
 if __name__ == '__main__':
    load_flex_trades()
--- a/piker/brokers/ib/feed.py
+++ b/piker/brokers/ib/feed.py
@ -1,938 +0,0 @@
 # 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/>.
 """
 Data feed endpoints pre-wrapped and ready for use with ``tractor``/``trio``.
 """
 from __future__ import annotations
 import asyncio
 from contextlib import asynccontextmanager as acm
 from dataclasses import asdict
 from datetime import datetime
 from math import isnan
 import time
 from typing import (
    Callable,
    Optional,
    Awaitable,
 )
 from async_generator import aclosing
 from fuzzywuzzy import process as fuzzy
 import numpy as np
 import pendulum
 import tractor
 import trio
 from trio_typing import TaskStatus
 from piker.data._sharedmem import ShmArray
 from .._util import SymbolNotFound, NoData
 from .api import (
    _adhoc_futes_set,
    log,
    load_aio_clients,
    ibis,
    MethodProxy,
    open_client_proxies,
    get_preferred_data_client,
    Ticker,
    RequestError,
    Contract,
 )
 # https://interactivebrokers.github.io/tws-api/tick_types.html
 tick_types = {
    77: 'trade',
    # a "utrade" aka an off exchange "unreportable" (dark) vlm:
    # https://interactivebrokers.github.io/tws-api/tick_types.html#rt_volume
    48: 'dark_trade',
    # standard L1 ticks
    0: 'bsize',
    1: 'bid',
    2: 'ask',
    3: 'asize',
    4: 'last',
    5: 'size',
    8: 'volume',
    # ``ib_insync`` already packs these into
    # quotes under the following fields.
    # 55: 'trades_per_min',  # `'tradeRate'`
    # 56: 'vlm_per_min',  # `'volumeRate'`
    # 89: 'shortable',  # `'shortableShares'`
 }
@acm
 async def open_data_client() -> MethodProxy:
    '''
    Open the first found preferred "data client" as defined in the
    user's ``brokers.toml`` in the ``ib.prefer_data_account`` variable
    and deliver that client wrapped in a ``MethodProxy``.
    '''
    async with (
        open_client_proxies() as (proxies, clients),
    ):
        account_name, client = get_preferred_data_client(clients)
        proxy = proxies.get(f'ib.{account_name}')
        if not proxy:
            raise ValueError(
                f'No preferred data client could be found for {account_name}!'
            )
        yield proxy
@acm
 async def open_history_client(
    symbol: str,
 ) -> tuple[Callable, int]:
    '''
    History retreival endpoint - delivers a historical frame callble
    that takes in ``pendulum.datetime`` and returns ``numpy`` arrays.
    '''
    async with open_data_client() as proxy:
        async def get_hist(
            end_dt: Optional[datetime] = None,
            start_dt: Optional[datetime] = None,
        ) -> tuple[np.ndarray, str]:
            out, fails = await get_bars(proxy, symbol, end_dt=end_dt)
            # TODO: add logic here to handle tradable hours and only grab
            # valid bars in the range
            if out is None:
                # could be trying to retreive bars over weekend
                log.error(f"Can't grab bars starting at {end_dt}!?!?")
                raise NoData(
                    f'{end_dt}',
                    frame_size=2000,
                )
            bars, bars_array, first_dt, last_dt = out
            # volume cleaning since there's -ve entries,
            # wood luv to know what crookery that is..
            vlm = bars_array['volume']
            vlm[vlm < 0] = 0
            return bars_array, first_dt, last_dt
        # TODO: it seems like we can do async queries for ohlc
        # but getting the order right still isn't working and I'm not
        # quite sure why.. needs some tinkering and probably
        # a lookthrough of the ``ib_insync`` machinery, for eg. maybe
        # we have to do the batch queries on the `asyncio` side?
        yield get_hist, {'erlangs': 1, 'rate': 6}
 _pacing: str = (
    'Historical Market Data Service error '
    'message:Historical data request pacing violation'
 )
 async def get_bars(
    proxy: MethodProxy,
    fqsn: str,
    # blank to start which tells ib to look up the latest datum
    end_dt: str = '',
 ) -> (dict, np.ndarray):
    '''
    Retrieve historical data from a ``trio``-side task using
    a ``MethoProxy``.
    '''
    fails = 0
    bars: Optional[list] = None
    first_dt: datetime = None
    last_dt: datetime = None
    if end_dt:
        last_dt = pendulum.from_timestamp(end_dt.timestamp())
    for _ in range(10):
        try:
            out = await proxy.bars(
                fqsn=fqsn,
                end_dt=end_dt,
            )
            if out:
                bars, bars_array = out
            else:
                await tractor.breakpoint()
            if bars_array is None:
                raise SymbolNotFound(fqsn)
            first_dt = pendulum.from_timestamp(
                bars[0].date.timestamp())
            last_dt = pendulum.from_timestamp(
                bars[-1].date.timestamp())
            time = bars_array['time']
            assert time[-1] == last_dt.timestamp()
            assert time[0] == first_dt.timestamp()
            log.info(
                f'{len(bars)} bars retreived for {first_dt} -> {last_dt}'
            )
            return (bars, bars_array, first_dt, last_dt), fails
        except RequestError as err:
            msg = err.message
            # why do we always need to rebind this?
            # _err = err
            if 'No market data permissions for' in msg:
                # TODO: signalling for no permissions searches
                raise NoData(
                    f'Symbol: {fqsn}',
                )
            elif (
                err.code == 162
                and 'HMDS query returned no data' in err.message
            ):
                # XXX: this is now done in the storage mgmt layer
                # and we shouldn't implicitly decrement the frame dt
                # index since the upper layer may be doing so
                # concurrently and we don't want to be delivering frames
                # that weren't asked for.
                log.warning(
                    f'NO DATA found ending @ {end_dt}\n'
                )
                # try to decrement start point and look further back
                # end_dt = last_dt = last_dt.subtract(seconds=2000)
                raise NoData(
                    f'Symbol: {fqsn}',
                    frame_size=2000,
                )
            elif _pacing in msg:
                log.warning(
                    'History throttle rate reached!\n'
                    'Resetting farms with `ctrl-alt-f` hack\n'
                )
                # TODO: we might have to put a task lock around this
                # method..
                hist_ev = proxy.status_event(
                    'HMDS data farm connection is OK:ushmds'
                )
                # XXX: other event messages we might want to try and
                # wait for but i wasn't able to get any of this
                # reliable..
                # reconnect_start = proxy.status_event(
                #     'Market data farm is connecting:usfuture'
                # )
                # live_ev = proxy.status_event(
                #     'Market data farm connection is OK:usfuture'
                # )
                # try to wait on the reset event(s) to arrive, a timeout
                # will trigger a retry up to 6 times (for now).
                tries: int = 2
                timeout: float = 10
                # try 3 time with a data reset then fail over to
                # a connection reset.
                for i in range(1, tries):
                    log.warning('Sending DATA RESET request')
                    await data_reset_hack(reset_type='data')
                    with trio.move_on_after(timeout) as cs:
                        for name, ev in [
                            # TODO: not sure if waiting on other events
                            # is all that useful here or not. in theory
                            # you could wait on one of the ones above
                            # first to verify the reset request was
                            # sent?
                            ('history', hist_ev),
                        ]:
                            await ev.wait()
                            log.info(f"{name} DATA RESET")
                            break
                    if cs.cancelled_caught:
                        fails += 1
                        log.warning(
                            f'Data reset {name} timeout, retrying {i}.'
                        )
                        continue
                else:
                    log.warning('Sending CONNECTION RESET')
                    await data_reset_hack(reset_type='connection')
                    with trio.move_on_after(timeout) as cs:
                        for name, ev in [
                            # TODO: not sure if waiting on other events
                            # is all that useful here or not. in theory
                            # you could wait on one of the ones above
                            # first to verify the reset request was
                            # sent?
                            ('history', hist_ev),
                        ]:
                            await ev.wait()
                            log.info(f"{name} DATA RESET")
                    if cs.cancelled_caught:
                        fails += 1
                        log.warning('Data CONNECTION RESET timeout!?')
            else:
                raise
    return None, None
    # else:  # throttle wasn't fixed so error out immediately
    #     raise _err
 async def backfill_bars(
    fqsn: str,
    shm: ShmArray,  # type: ignore # noqa
    # TODO: we want to avoid overrunning the underlying shm array buffer
    # and we should probably calc the number of calls to make depending
    # on that until we have the `marketstore` daemon in place in which
    # case the shm size will be driven by user config and available sys
    # memory.
    count: int = 16,
    task_status: TaskStatus[trio.CancelScope] = trio.TASK_STATUS_IGNORED,
 ) -> None:
    '''
    Fill historical bars into shared mem / storage afap.
    TODO: avoid pacing constraints:
    https://github.com/pikers/piker/issues/128
    '''
    # last_dt1 = None
    last_dt = None
    with trio.CancelScope() as cs:
        async with open_data_client() as proxy:
            out, fails = await get_bars(proxy, fqsn)
            if out is None:
                raise RuntimeError("Could not pull currrent history?!")
            (first_bars, bars_array, first_dt, last_dt) = out
            vlm = bars_array['volume']
            vlm[vlm < 0] = 0
            last_dt = first_dt
            # write historical data to buffer
            shm.push(bars_array)
            task_status.started(cs)
            i = 0
            while i < count:
                out, fails = await get_bars(proxy, fqsn, end_dt=first_dt)
                if out is None:
                    # could be trying to retreive bars over weekend
                    # TODO: add logic here to handle tradable hours and
                    # only grab valid bars in the range
                    log.error(f"Can't grab bars starting at {first_dt}!?!?")
                    # XXX: get_bars() should internally decrement dt by
                    # 2k seconds and try again.
                    continue
                (first_bars, bars_array, first_dt, last_dt) = out
                # last_dt1 = last_dt
                # last_dt = first_dt
                # volume cleaning since there's -ve entries,
                # wood luv to know what crookery that is..
                vlm = bars_array['volume']
                vlm[vlm < 0] = 0
                # TODO we should probably dig into forums to see what peeps
                # think this data "means" and then use it as an indicator of
                # sorts? dinkus has mentioned that $vlms for the day dont'
                # match other platforms nor the summary stat tws shows in
                # the monitor - it's probably worth investigating.
                shm.push(bars_array, prepend=True)
                i += 1
 asset_type_map = {
    'STK': 'stock',
    'OPT': 'option',
    'FUT': 'future',
    'CONTFUT': 'continuous_future',
    'CASH': 'forex',
    'IND': 'index',
    'CFD': 'cfd',
    'BOND': 'bond',
    'CMDTY': 'commodity',
    'FOP': 'futures_option',
    'FUND': 'mutual_fund',
    'WAR': 'warrant',
    'IOPT': 'warran',
    'BAG': 'bag',
    # 'NEWS': 'news',
 }
 _quote_streams: dict[str, trio.abc.ReceiveStream] = {}
 async def _setup_quote_stream(
    from_trio: asyncio.Queue,
    to_trio: trio.abc.SendChannel,
    symbol: str,
    opts: tuple[int] = (
        '375',  # RT trade volume (excludes utrades)
        '233',  # RT trade volume (includes utrades)
        '236',  # Shortable shares
        # these all appear to only be updated every 25s thus
        # making them mostly useless and explains why the scanner
        # is always slow XD
        # '293',  # Trade count for day
        '294',  # Trade rate / minute
        '295',  # Vlm rate / minute
    ),
    contract: Optional[Contract] = None,
 ) -> trio.abc.ReceiveChannel:
    '''
    Stream a ticker using the std L1 api.
    This task is ``asyncio``-side and must be called from
    ``tractor.to_asyncio.open_channel_from()``.
    '''
    global _quote_streams
    to_trio.send_nowait(None)
    async with load_aio_clients() as accts2clients:
        caccount_name, client = get_preferred_data_client(accts2clients)
        contract = contract or (await client.find_contract(symbol))
        ticker: Ticker = client.ib.reqMktData(contract, ','.join(opts))
        # NOTE: it's batch-wise and slow af but I guess could
        # be good for backchecking? Seems to be every 5s maybe?
        # ticker: Ticker = client.ib.reqTickByTickData(
        #     contract, 'Last',
        # )
        # # define a simple queue push routine that streams quote packets
        # # to trio over the ``to_trio`` memory channel.
        # to_trio, from_aio = trio.open_memory_channel(2**8)  # type: ignore
        def teardown():
            ticker.updateEvent.disconnect(push)
            log.error(f"Disconnected stream for `{symbol}`")
            client.ib.cancelMktData(contract)
            # decouple broadcast mem chan
            _quote_streams.pop(symbol, None)
        def push(t: Ticker) -> None:
            """
            Push quotes to trio task.
            """
            # log.debug(t)
            try:
                to_trio.send_nowait(t)
            except (
                trio.BrokenResourceError,
                # XXX: HACK, not sure why this gets left stale (probably
                # due to our terrible ``tractor.to_asyncio``
                # implementation for streams.. but if the mem chan
                # gets left here and starts blocking just kill the feed?
                # trio.WouldBlock,
            ):
                # XXX: eventkit's ``Event.emit()`` for whatever redic
                # reason will catch and ignore regular exceptions
                # resulting in tracebacks spammed to console..
                # Manually do the dereg ourselves.
                teardown()
            except trio.WouldBlock:
                log.warning(
                    f'channel is blocking symbol feed for {symbol}?'
                    f'\n{to_trio.statistics}'
                )
            # except trio.WouldBlock:
            #     # for slow debugging purposes to avoid clobbering prompt
            #     # with log msgs
            #     pass
        ticker.updateEvent.connect(push)
        try:
            await asyncio.sleep(float('inf'))
        finally:
            teardown()
        # return from_aio
@acm
 async def open_aio_quote_stream(
    symbol: str,
    contract: Optional[Contract] = None,
 ) -> trio.abc.ReceiveStream:
    from tractor.trionics import broadcast_receiver
    global _quote_streams
    from_aio = _quote_streams.get(symbol)
    if from_aio:
        # if we already have a cached feed deliver a rx side clone to consumer
        async with broadcast_receiver(
            from_aio,
            2**6,
        ) as from_aio:
            yield from_aio
            return
    async with tractor.to_asyncio.open_channel_from(
        _setup_quote_stream,
        symbol=symbol,
        contract=contract,
    ) as (first, from_aio):
        # cache feed for later consumers
        _quote_streams[symbol] = from_aio
        yield from_aio
 # TODO: cython/mypyc/numba this!
 def normalize(
    ticker: Ticker,
    calc_price: bool = False
 ) -> dict:
    # should be real volume for this contract by default
    calc_price = False
    # check for special contract types
    con = ticker.contract
    if type(con) in (
        ibis.Commodity,
        ibis.Forex,
    ):
        # commodities and forex don't have an exchange name and
        # no real volume so we have to calculate the price
        suffix = con.secType
        # no real volume on this tract
        calc_price = True
    else:
        suffix = con.primaryExchange
        if not suffix:
            suffix = con.exchange
        # append a `.<suffix>` to the returned symbol
        # key for derivatives that normally is the expiry
        # date key.
        expiry = con.lastTradeDateOrContractMonth
        if expiry:
            suffix += f'.{expiry}'
    # convert named tuples to dicts so we send usable keys
    new_ticks = []
    for tick in ticker.ticks:
        if tick and not isinstance(tick, dict):
            td = tick._asdict()
            td['type'] = tick_types.get(
                td['tickType'],
                'n/a',
            )
            new_ticks.append(td)
            tbt = ticker.tickByTicks
            if tbt:
                print(f'tickbyticks:\n {ticker.tickByTicks}')
    ticker.ticks = new_ticks
    # some contracts don't have volume so we may want to calculate
    # a midpoint price based on data we can acquire (such as bid / ask)
    if calc_price:
        ticker.ticks.append(
            {'type': 'trade', 'price': ticker.marketPrice()}
        )
    # serialize for transport
    data = asdict(ticker)
    # generate fqsn with possible specialized suffix
    # for derivatives, note the lowercase.
    data['symbol'] = data['fqsn'] = '.'.join(
        (con.symbol, suffix)
    ).lower()
    # convert named tuples to dicts for transport
    tbts = data.get('tickByTicks')
    if tbts:
        data['tickByTicks'] = [tbt._asdict() for tbt in tbts]
    # add time stamps for downstream latency measurements
    data['brokerd_ts'] = time.time()
    # stupid stupid shit...don't even care any more..
    # leave it until we do a proper latency study
    # if ticker.rtTime is not None:
    #     data['broker_ts'] = data['rtTime_s'] = float(
    #         ticker.rtTime.timestamp) / 1000.
    data.pop('rtTime')
    return data
 async def stream_quotes(
    send_chan: trio.abc.SendChannel,
    symbols: list[str],
    feed_is_live: trio.Event,
    loglevel: str = None,
    # startup sync
    task_status: TaskStatus[tuple[dict, dict]] = trio.TASK_STATUS_IGNORED,
 ) -> None:
    '''
    Stream symbol quotes.
    This is a ``trio`` callable routine meant to be invoked
    once the brokerd is up.
    '''
    # TODO: support multiple subscriptions
    sym = symbols[0]
    log.info(f'request for real-time quotes: {sym}')
    async with open_data_client() as proxy:
        con, first_ticker, details = await proxy.get_sym_details(symbol=sym)
        first_quote = normalize(first_ticker)
        # print(f'first quote: {first_quote}')
        def mk_init_msgs() -> dict[str, dict]:
            '''
            Collect a bunch of meta-data useful for feed startup and
            pack in a `dict`-msg.
            '''
            # pass back some symbol info like min_tick, trading_hours, etc.
            syminfo = asdict(details)
            syminfo.update(syminfo['contract'])
            # nested dataclass we probably don't need and that won't IPC
            # serialize
            syminfo.pop('secIdList')
            # TODO: more consistent field translation
            atype = syminfo['asset_type'] = asset_type_map[syminfo['secType']]
            # for stocks it seems TWS reports too small a tick size
            # such that you can't submit orders with that granularity?
            min_tick = 0.01 if atype == 'stock' else 0
            syminfo['price_tick_size'] = max(syminfo['minTick'], min_tick)
            # for "traditional" assets, volume is normally discreet, not
            # a float
            syminfo['lot_tick_size'] = 0.0
            ibclient = proxy._aio_ns.ib.client
            host, port = ibclient.host, ibclient.port
            # TODO: for loop through all symbols passed in
            init_msgs = {
                # pass back token, and bool, signalling if we're the writer
                # and that history has been written
                sym: {
                    'symbol_info': syminfo,
                    'fqsn': first_quote['fqsn'],
                },
                'status': {
                    'data_ep': f'{host}:{port}',
                },
            }
            return init_msgs
        init_msgs = mk_init_msgs()
        # TODO: we should instead spawn a task that waits on a feed to start
        # and let it wait indefinitely..instead of this hard coded stuff.
        with trio.move_on_after(1):
            contract, first_ticker, details = await proxy.get_quote(symbol=sym)
        # it might be outside regular trading hours so see if we can at
        # least grab history.
        if isnan(first_ticker.last):
            task_status.started((init_msgs, first_quote))
            # it's not really live but this will unblock
            # the brokerd feed task to tell the ui to update?
            feed_is_live.set()
            # block and let data history backfill code run.
            await trio.sleep_forever()
            return  # we never expect feed to come up?
        async with open_aio_quote_stream(
            symbol=sym,
            contract=con,
        ) as stream:
            # ugh, clear ticks since we've consumed them
            # (ahem, ib_insync is stateful trash)
            first_ticker.ticks = []
            task_status.started((init_msgs, first_quote))
            async with aclosing(stream):
                if type(first_ticker.contract) not in (
                    ibis.Commodity,
                    ibis.Forex
                ):
                    # wait for real volume on feed (trading might be closed)
                    while True:
                        ticker = await stream.receive()
                        # for a real volume contract we rait for the first
                        # "real" trade to take place
                        if (
                            # not calc_price
                            # and not ticker.rtTime
                            not ticker.rtTime
                        ):
                            # spin consuming tickers until we get a real
                            # market datum
                            log.debug(f"New unsent ticker: {ticker}")
                            continue
                        else:
                            log.debug("Received first real volume tick")
                            # ugh, clear ticks since we've consumed them
                            # (ahem, ib_insync is truly stateful trash)
                            ticker.ticks = []
                            # XXX: this works because we don't use
                            # ``aclosing()`` above?
                            break
                    quote = normalize(ticker)
                    log.debug(f"First ticker received {quote}")
                # tell caller quotes are now coming in live
                feed_is_live.set()
                # last = time.time()
                async for ticker in stream:
                    quote = normalize(ticker)
                    await send_chan.send({quote['fqsn']: quote})
                    # ugh, clear ticks since we've consumed them
                    ticker.ticks = []
                    # last = time.time()
 async def data_reset_hack(
    reset_type: str = 'data',
 ) -> None:
    '''
    Run key combos for resetting data feeds and yield back to caller
    when complete.
    This is a linux-only hack around:
    https://interactivebrokers.github.io/tws-api/historical_limitations.html#pacing_violations
    TODOs:
        - a return type that hopefully determines if the hack was
          successful.
        - other OS support?
        - integration with ``ib-gw`` run in docker + Xorg?
    '''
    async def vnc_click_hack(
        reset_type: str = 'data'
    ) -> None:
        '''
        Reset the data or netowork connection for the VNC attached
        ib gateway using magic combos.
        '''
        key = {'data': 'f', 'connection': 'r'}[reset_type]
        import asyncvnc
        async with asyncvnc.connect(
            'localhost',
            port=3003,
            # password='ibcansmbz',
        ) as client:
            # move to middle of screen
            # 640x1800
            client.mouse.move(
                x=500,
                y=500,
            )
            client.mouse.click()
            client.keyboard.press('Ctrl', 'Alt', key)  # keys are stacked
    await tractor.to_asyncio.run_task(vnc_click_hack)
    # we don't really need the ``xdotool`` approach any more B)
    return True
@tractor.context
 async def open_symbol_search(
    ctx: tractor.Context,
 ) -> None:
    # TODO: load user defined symbol set locally for fast search?
    await ctx.started({})
    async with open_data_client() as proxy:
        async with ctx.open_stream() as stream:
            last = time.time()
            async for pattern in stream:
                log.debug(f'received {pattern}')
                now = time.time()
                assert pattern, 'IB can not accept blank search pattern'
                # throttle search requests to no faster then 1Hz
                diff = now - last
                if diff < 1.0:
                    log.debug('throttle sleeping')
                    await trio.sleep(diff)
                    try:
                        pattern = stream.receive_nowait()
                    except trio.WouldBlock:
                        pass
                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({})
                    continue
                log.debug(f'searching for {pattern}')
                last = time.time()
                # async batch search using api stocks endpoint and module
                # defined adhoc symbol set.
                stock_results = []
                async def stash_results(target: Awaitable[list]):
                    stock_results.extend(await target)
                async with trio.open_nursery() as sn:
                    sn.start_soon(
                        stash_results,
                        proxy.search_symbols(
                            pattern=pattern,
                            upto=5,
                        ),
                    )
                    # trigger async request
                    await trio.sleep(0)
                    # match against our ad-hoc set immediately
                    adhoc_matches = fuzzy.extractBests(
                        pattern,
                        list(_adhoc_futes_set),
                        score_cutoff=90,
                    )
                    log.info(f'fuzzy matched adhocs: {adhoc_matches}')
                    adhoc_match_results = {}
                    if adhoc_matches:
                        # TODO: do we need to pull contract details?
                        adhoc_match_results = {i[0]: {} for i in adhoc_matches}
                log.debug(f'fuzzy matching stocks {stock_results}')
                stock_matches = fuzzy.extractBests(
                    pattern,
                    stock_results,
                    score_cutoff=50,
                )
                matches = adhoc_match_results | {
                    item[0]: {} for item in stock_matches
                }
                # TODO: we used to deliver contract details
                # {item[2]: item[0] for item in stock_matches}
                log.debug(f"sending matches: {matches.keys()}")
                await stream.send(matches)
--- a/piker/brokers/kraken.py
+++ b/piker/brokers/kraken.py
@ -14,20 +14,18 @@
 # 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/>.
-'''
+"""
 Kraken backend.
-'''
+"""
-from contextlib import asynccontextmanager as acm
+from contextlib import asynccontextmanager
 from dataclasses import asdict, field
-from datetime import datetime
+from typing import List, Dict, Any, Tuple, Optional
 from pprint import pformat
 from typing import Any, Optional, AsyncIterator, Callable, Union
 import time
 from trio_typing import TaskStatus
 import trio
-import pendulum
+import arrow
 import asks
 from fuzzywuzzy import process as fuzzy
 import numpy as np
@ -35,30 +33,12 @@ import tractor
 from pydantic.dataclasses import dataclass
 from pydantic import BaseModel
 import wsproto
 import urllib.parse
 import hashlib
 import hmac
 import base64
-from .. import config
+from .api import open_cached_client
-from .._cacheables import open_cached_client
+from ._util import resproc, SymbolNotFound, BrokerError
 from ._util import (
    resproc,
    SymbolNotFound,
    BrokerError,
    DataThrottle,
    DataUnavailable,
 )
 from ..log import get_logger, get_console_log
 from ..data import ShmArray
-from ..data._web_bs import open_autorecon_ws, NoBsWs
+from ..data._web_bs import open_autorecon_ws
 from ..clearing._paper_engine import PaperBoi
 from ..clearing._messages import (
    BrokerdPosition, BrokerdOrder, BrokerdStatus,
    BrokerdOrderAck, BrokerdError, BrokerdCancel,
    BrokerdFill,
 )
 log = get_logger(__name__)
@ -87,7 +67,7 @@ ohlc_dtype = np.dtype(_ohlc_dtype)
 _show_wap_in_history = True
-_symbol_info_translation: dict[str, str] = {
+_symbol_info_translation: Dict[str, str] = {
    'tick_decimals': 'pair_decimals',
 }
@ -109,16 +89,16 @@ class Pair(BaseModel):
    lot_multiplier: float
    # array of leverage amounts available when buying
-    leverage_buy: list[int]
+    leverage_buy: List[int]
    # array of leverage amounts available when selling
-    leverage_sell: list[int]
+    leverage_sell: List[int]
    # fee schedule array in [volume, percent fee] tuples
-    fees: list[tuple[int, float]]
+    fees: List[Tuple[int, float]]
    # maker fee schedule array in [volume, percent fee] tuples (if on
    # maker/taker)
-    fees_maker: list[tuple[int, float]]
+    fees_maker: List[Tuple[int, float]]
    fee_volume_currency: str  # volume discount currency
    margin_call: str  # margin call level
@ -126,27 +106,13 @@ class Pair(BaseModel):
    ordermin: float  # minimum order volume for pair
 class Trade(BaseModel):
    '''
    Trade class that helps parse and validate ownTrades stream
    '''
    reqid: str  # kraken order transaction id
    action: str  # buy or sell
    price: str  # price of asset
    size: str  # vol of asset
    broker_time: str  # e.g GTC, GTD
@dataclass
 class OHLC:
-    '''
+    """Description of the flattened OHLC quote format.
    Description of the flattened OHLC quote format.
    For schema details see:
        https://docs.kraken.com/websockets/#message-ohlc
-
+    """
    '''
    chan_id: int  # internal kraken id
    chan_name: str  # eg. ohlc-1  (name-interval)
    pair: str  # fx pair
@ -160,54 +126,12 @@ class OHLC:
    volume: float  # Accumulated volume **within interval**
    count: int  # Number of trades within interval
    # (sampled) generated tick data
-    ticks: list[Any] = field(default_factory=list)
+    ticks: List[Any] = field(default_factory=list)
 def get_config() -> dict[str, Any]:
    conf, path = config.load()
    section = conf.get('kraken')
    if section is None:
        log.warning(f'No config section found for kraken in {path}')
        return {}
    return section
 def get_kraken_signature(
    urlpath: str,
    data: dict[str, Any],
    secret: str
 ) -> str:
    postdata = urllib.parse.urlencode(data)
    encoded = (str(data['nonce']) + postdata).encode()
    message = urlpath.encode() + hashlib.sha256(encoded).digest()
    mac = hmac.new(base64.b64decode(secret), message, hashlib.sha512)
    sigdigest = base64.b64encode(mac.digest())
    return sigdigest.decode()
 class InvalidKey(ValueError):
    '''
    EAPI:Invalid key
    This error is returned when the API key used for the call is
    either expired or disabled, please review the API key in your
    Settings -> API tab of account management or generate a new one
    and update your application.
    '''
 class Client:
-    def __init__(
+    def __init__(self) -> None:
        self,
        name: str = '',
        api_key: str = '',
        secret: str = ''
    ) -> None:
        self._sesh = asks.Session(connections=4)
        self._sesh.base_location = _url
        self._sesh.headers.update({
@ -215,12 +139,9 @@ class Client:
                'krakenex/2.1.0 (+https://github.com/veox/python3-krakenex)'
        })
        self._pairs: list[str] = []
        self._name = name
        self._api_key = api_key
        self._secret = secret
    @property
-    def pairs(self) -> dict[str, Any]:
+    def pairs(self) -> Dict[str, Any]:
        if self._pairs is None:
            raise RuntimeError(
                "Make sure to run `cache_symbols()` on startup!"
@ -233,7 +154,7 @@ class Client:
        self,
        method: str,
        data: dict,
-    ) -> dict[str, Any]:
+    ) -> Dict[str, Any]:
        resp = await self._sesh.post(
            path=f'/public/{method}',
            json=data,
@ -241,112 +162,6 @@ class Client:
        )
        return resproc(resp, log)
    async def _private(
        self,
        method: str,
        data: dict,
        uri_path: str
    ) -> dict[str, Any]:
        headers = {
            'Content-Type':
                'application/x-www-form-urlencoded',
            'API-Key':
                self._api_key,
            'API-Sign':
                get_kraken_signature(uri_path, data, self._secret)
        }
        resp = await self._sesh.post(
            path=f'/private/{method}',
            data=data,
            headers=headers,
            timeout=float('inf')
        )
        return resproc(resp, log)
    async def endpoint(
        self,
        method: str,
        data: dict[str, Any]
    ) -> dict[str, Any]:
        uri_path = f'/0/private/{method}'
        data['nonce'] = str(int(1000*time.time()))
        return await self._private(method, data, uri_path)
    async def get_trades(
        self,
        data: dict[str, Any] = {}
    ) -> dict[str, Any]:
        data['ofs'] = 0
        # Grab all trade history
        # https://docs.kraken.com/rest/#operation/getTradeHistory
        # Kraken uses 'ofs' to refer to the offset
        while True:
            resp = await self.endpoint('TradesHistory', data)
            # grab the first 50 trades
            if data['ofs'] == 0:
                trades = resp['result']['trades']
            # load the next 50 trades using dict constructor
            # for speed
            elif data['ofs'] == 50:
                trades = dict(trades, **resp['result']['trades'])
            # catch the end of the trades
            elif resp['result']['trades'] == {}:
                count = resp['result']['count']
                break
            # update existing dict if num trades exceeds 100
            else:
                trades.update(resp['result']['trades'])
            # increment the offset counter
            data['ofs'] += 50
            # To avoid exceeding API rate limit in case of a lot of trades
            await trio.sleep(1)
        # make sure you grabbed all the trades
        assert count == len(trades.values())
        return trades
    async def submit_limit(
        self,
        symbol: str,
        price: float,
        action: str,
        size: float,
        reqid: str = None,
        validate: bool = False  # set True test call without a real submission
    ) -> dict:
        '''
        Place an order and return integer request id provided by client.
        '''
        # Build common data dict for common keys from both endpoints
        data = {
            "pair": symbol,
            "price": str(price),
            "validate": validate
        }
        if reqid is None:
            # Build order data for kraken api
            data |= {
                "ordertype": "limit", "type": action, "volume": str(size)
            }
            return await self.endpoint('AddOrder', data)
        else:
            # Edit order data for kraken api
            data["txid"] = reqid
            return await self.endpoint('EditOrder', data)
    async def submit_cancel(
        self,
        reqid: str,
    ) -> dict:
        '''
        Send cancel request for order id ``reqid``.
        '''
        # txid is a transaction id given by kraken
        return await self.endpoint('CancelOrder', {"txid": reqid})
    async def symbol_info(
        self,
        pair: Optional[str] = None,
@ -382,7 +197,7 @@ class Client:
        self,
        pattern: str,
        limit: int = None,
-    ) -> dict[str, Any]:
+    ) -> Dict[str, Any]:
        if self._pairs is not None:
            data = self._pairs
        else:
@ -399,26 +214,17 @@ class Client:
    async def bars(
        self,
        symbol: str = 'XBTUSD',
        # UTC 2017-07-02 12:53:20
-        since: Optional[Union[int, datetime]] = None,
+        since: int = None,
        count: int = 720,  # <- max allowed per query
        as_np: bool = True,
    ) -> dict:
        if since is None:
-            since = pendulum.now('UTC').start_of('minute').subtract(
+            since = arrow.utcnow().floor('minute').shift(
-                minutes=count).timestamp()
+                minutes=-count).timestamp()
        elif isinstance(since, int):
            since = pendulum.from_timestamp(since).timestamp()
        else:  # presumably a pendulum datetime
            since = since.timestamp()
        # UTC 2017-07-02 12:53:20 is oldest seconds value
-        since = str(max(1499000000, int(since)))
+        since = str(max(1499000000, since))
        json = await self._public(
            'OHLC',
            data={
@ -462,29 +268,11 @@ class Client:
            array = np.array(new_bars, dtype=_ohlc_dtype) if as_np else bars
            return array
        except KeyError:
-            errmsg = json['error'][0]
+            raise SymbolNotFound(json['error'][0] + f': {symbol}')
            if 'not found' in errmsg:
                raise SymbolNotFound(errmsg + f': {symbol}')
            elif 'Too many requests' in errmsg:
                raise DataThrottle(f'{symbol}')
            else:
                raise BrokerError(errmsg)
-@acm
+@asynccontextmanager
 async def get_client() -> Client:
    section = get_config()
    if section:
        client = Client(
            name=section['key_descr'],
            api_key=section['api_key'],
            secret=section['secret']
        )
    else:
    client = Client()
    # at startup, load all symbols locally for fast search
@ -493,382 +281,8 @@ async def get_client() -> Client:
    yield client
-def pack_positions(
+async def stream_messages(ws):
    acc: str,
    trades: dict
 ) -> list[Any]:
    positions: dict[str, float] = {}
    vols: dict[str, float] = {}
    costs: dict[str, float] = {}
    position_msgs: list[Any] = []
    for trade in trades.values():
        sign = -1 if trade['type'] == 'sell' else 1
        pair = trade['pair']
        vol = float(trade['vol'])
        vols[pair] = vols.get(pair, 0) + sign * vol
        costs[pair] = costs.get(pair, 0) + sign * float(trade['cost'])
        positions[pair] = costs[pair] / vols[pair] if vols[pair] else 0
    for ticker, pos in positions.items():
        vol = float(vols[ticker])
        if not vol:
            continue
        norm_sym = normalize_symbol(ticker)
        msg = BrokerdPosition(
            broker='kraken',
            account=acc,
            symbol=norm_sym,
            currency=norm_sym[-3:],
            size=vol,
            avg_price=float(pos),
        )
        position_msgs.append(msg.dict())
    return position_msgs
 def normalize_symbol(
    ticker: str
 ) -> str:
    # This is to convert symbol names from what kraken
    # uses to the traditional 3x3 pair symbol syntax
    symlen = len(ticker)
    if symlen == 6:
        return ticker.lower()
    else:
        for sym in ['XXBT', 'XXMR', 'ZEUR']:
            if sym in ticker:
                ticker = ticker.replace(sym, sym[1:])
        return ticker.lower()
 def make_auth_sub(data: dict[str, Any]) -> dict[str, str]:
    '''
    Create a request subscription packet dict.
    ## TODO: point to the auth urls
    https://docs.kraken.com/websockets/#message-subscribe
    '''
    # eg. specific logic for this in kraken's sync client:
    # https://github.com/krakenfx/kraken-wsclient-py/blob/master/kraken_wsclient_py/kraken_wsclient_py.py#L188
    return {
        'event': 'subscribe',
        'subscription': data,
    }
 async def handle_order_requests(
        client: Client,
        ems_order_stream: tractor.MsgStream,
 ) -> None:
    request_msg: dict
    order: BrokerdOrder
    async for request_msg in ems_order_stream:
        log.info(
            'Received order request:\n'
            f'{pformat(request_msg)}'
        )
        action = request_msg['action']
        if action in {'buy', 'sell'}:
            account = request_msg['account']
            if account != 'kraken.spot':
                log.error(
                    'This is a kraken account, \
                    only a `kraken.spot` selection is valid'
                )
                await ems_order_stream.send(BrokerdError(
                    oid=request_msg['oid'],
                    symbol=request_msg['symbol'],
                    # reason=f'Kraken only, No account found: `{account}` ?',
                    reason=(
                        'Kraken only, order mode disabled due to '
                        'https://github.com/pikers/piker/issues/299'
                    ),
                ).dict())
                continue
            # validate
            order = BrokerdOrder(**request_msg)
            # call our client api to submit the order
            resp = await client.submit_limit(
                symbol=order.symbol,
                price=order.price,
                action=order.action,
                size=order.size,
                reqid=order.reqid,
            )
            err = resp['error']
            if err:
                oid = order.oid
                log.error(f'Failed to submit order: {oid}')
                await ems_order_stream.send(
                    BrokerdError(
                        oid=order.oid,
                        reqid=order.reqid,
                        symbol=order.symbol,
                        reason="Failed order submission",
                        broker_details=resp
                    ).dict()
                )
            else:
                # TODO: handle multiple orders (cancels?)
                #       txid is an array of strings
                if order.reqid is None:
                    reqid = resp['result']['txid'][0]
                else:
                    # update the internal pairing of oid to krakens
                    # txid with the new txid that is returned on edit
                    reqid = resp['result']['txid']
                # deliver ack that order has been submitted to broker routing
                await ems_order_stream.send(
                    BrokerdOrderAck(
                        # ems order request id
                        oid=order.oid,
                        # broker specific request id
                        reqid=reqid,
                        # account the made the order
                        account=order.account
                    ).dict()
                )
        elif action == 'cancel':
            msg = BrokerdCancel(**request_msg)
            # Send order cancellation to kraken
            resp = await client.submit_cancel(
                reqid=msg.reqid
            )
            # Check to make sure there was no error returned by
            # the kraken endpoint. Assert one order was cancelled.
            try:
                result = resp['result']
                count = result['count']
            # check for 'error' key if we received no 'result'
            except KeyError:
                error = resp.get('error')
                await ems_order_stream.send(
                    BrokerdError(
                        oid=msg.oid,
                        reqid=msg.reqid,
                        symbol=msg.symbol,
                        reason="Failed order cancel",
                        broker_details=resp
                    ).dict()
                )
                if not error:
                    raise BrokerError(f'Unknown order cancel response: {resp}')
            else:
                if not count:  # no orders were cancelled?
                    # XXX: what exactly is this from and why would we care?
                    # there doesn't seem to be any docs here?
                    # https://docs.kraken.com/rest/#operation/cancelOrder
                    # Check to make sure the cancellation is NOT pending,
                    # then send the confirmation to the ems order stream
                    pending = result.get('pending')
                    if pending:
                        log.error(f'Order {oid} cancel was not yet successful')
                        await ems_order_stream.send(
                            BrokerdError(
                                oid=msg.oid,
                                reqid=msg.reqid,
                                symbol=msg.symbol,
                                # TODO: maybe figure out if pending
                                # cancels will eventually get cancelled
                                reason="Order cancel is still pending?",
                                broker_details=resp
                            ).dict()
                        )
                else:  # order cancel success case.
                    await ems_order_stream.send(
                        BrokerdStatus(
                            reqid=msg.reqid,
                            account=msg.account,
                            time_ns=time.time_ns(),
                            status='cancelled',
                            reason='Order cancelled',
                            broker_details={'name': 'kraken'}
                        ).dict()
                    )
    else:
        log.error(f'Unknown order command: {request_msg}')
@tractor.context
 async def trades_dialogue(
    ctx: tractor.Context,
    loglevel: str = None,
 ) -> AsyncIterator[dict[str, Any]]:
    # XXX: required to propagate ``tractor`` loglevel to piker logging
    get_console_log(loglevel or tractor.current_actor().loglevel)
    @acm
    async def subscribe(ws: wsproto.WSConnection, token: str):
        # XXX: setup subs
        # https://docs.kraken.com/websockets/#message-subscribe
        # specific logic for this in kraken's shitty sync client:
        # https://github.com/krakenfx/kraken-wsclient-py/blob/master/kraken_wsclient_py/kraken_wsclient_py.py#L188
        trades_sub = make_auth_sub(
            {'name': 'ownTrades', 'token': token}
        )
        # TODO: we want to eventually allow unsubs which should
        # be completely fine to request from a separate task
        # since internally the ws methods appear to be FIFO
        # locked.
        await ws.send_msg(trades_sub)
        yield
        # unsub from all pairs on teardown
        await ws.send_msg({
            'event': 'unsubscribe',
            'subscription': ['ownTrades'],
        })
        # XXX: do we need to ack the unsub?
        # await ws.recv_msg()
    # Authenticated block
    async with get_client() as client:
        if not client._api_key:
            log.error('Missing Kraken API key: Trades WS connection failed')
            await ctx.started(({}, ['paper']))
            async with (
                ctx.open_stream() as ems_stream,
                trio.open_nursery() as n,
            ):
                client = PaperBoi(
                    'kraken',
                    ems_stream,
                    _buys={},
                    _sells={},
                    _reqids={},
                    # TODO: load paper positions from ``positions.toml``
                    _positions={},
                )
                # TODO: maybe add multiple accounts
                n.start_soon(handle_order_requests, client, ems_stream)
        acc_name = 'kraken.' + client._name
        trades = await client.get_trades()
        position_msgs = pack_positions(acc_name, trades)
        await ctx.started((position_msgs, (acc_name,)))
        # Get websocket token for authenticated data stream
        # Assert that a token was actually received.
        resp = await client.endpoint('GetWebSocketsToken', {})
        # lol wtf is this..
        assert resp['error'] == []
        token = resp['result']['token']
        async with (
            ctx.open_stream() as ems_stream,
            trio.open_nursery() as n,
        ):
            # TODO: maybe add multiple accounts
            n.start_soon(handle_order_requests, client, ems_stream)
            # Process trades msg stream of ws
            async with open_autorecon_ws(
                'wss://ws-auth.kraken.com/',
                fixture=subscribe,
                token=token,
            ) as ws:
                async for msg in process_trade_msgs(ws):
                    for trade in msg:
                        # check the type of packaged message
                        assert type(trade) == Trade
                        # prepare and send a filled status update
                        filled_msg = BrokerdStatus(
                            reqid=trade.reqid,
                            time_ns=time.time_ns(),
                            account='kraken.spot',
                            status='filled',
                            filled=float(trade.size),
                            reason='Order filled by kraken',
                            broker_details={
                                'name': 'kraken',
                                'broker_time': trade.broker_time
                            },
                            # TODO: figure out if kraken gives a count
                            # of how many units of underlying were
                            # filled. Alternatively we can decrement
                            # this value ourselves by associating and
                            # calcing from the diff with the original
                            # client-side request, see:
                            # https://github.com/pikers/piker/issues/296
                            remaining=0,
                        )
                        await ems_stream.send(filled_msg.dict())
                        # send a fill msg for gui update
                        fill_msg = BrokerdFill(
                            reqid=trade.reqid,
                            time_ns=time.time_ns(),
                            action=trade.action,
                            size=float(trade.size),
                            price=float(trade.price),
                            # TODO: maybe capture more msg data i.e fees?
                            broker_details={'name': 'kraken'},
                            broker_time=float(trade.broker_time)
                        )
                        await ems_stream.send(fill_msg.dict())
 async def stream_messages(
    ws: NoBsWs,
 ):
    '''
    Message stream parser and heartbeat handler.
    Deliver ws subscription messages as well as handle heartbeat logic
    though a single async generator.
    '''
    too_slow_count = last_hb = 0
    while True:
@ -906,18 +320,6 @@ async def stream_messages(
            if err:
                raise BrokerError(err)
        else:
            yield msg
 async def process_data_feed_msgs(
    ws: NoBsWs,
 ):
    '''
    Parse and pack data feed messages.
    '''
    async for msg in stream_messages(ws):
            chan_id, *payload_array, chan_name, pair = msg
            if 'ohlc' in chan_name:
@ -947,54 +349,10 @@ async def process_data_feed_msgs(
            else:
                print(f'UNHANDLED MSG: {msg}')
            yield msg
 async def process_trade_msgs(
    ws: NoBsWs,
 ):
    '''
    Parse and pack data feed messages.
    '''
    sequence_counter = 0
    async for msg in stream_messages(ws):
        try:
            # check that we are on the ownTrades stream and that msgs
            # are arriving in sequence with kraken For clarification the
            # kraken ws api docs for this stream:
            # https://docs.kraken.com/websockets/#message-ownTrades
            assert msg[1] == 'ownTrades'
            assert msg[2]['sequence'] > sequence_counter
            sequence_counter += 1
            raw_msgs = msg[0]
            trade_msgs = []
            # Check that we are only processing new trades
            if msg[2]['sequence'] != 1:
                # check if its a new order or an update msg
                for trade_msg in raw_msgs:
                    trade = list(trade_msg.values())[0]
                    order_msg = Trade(
                        reqid=trade['ordertxid'],
                        action=trade['type'],
                        price=trade['price'],
                        size=trade['vol'],
                        broker_time=trade['time']
                    )
                    trade_msgs.append(order_msg)
            yield trade_msgs
        except AssertionError:
            print(f'UNHANDLED MSG: {msg}')
            yield msg
 def normalize(
    ohlc: OHLC,
 ) -> dict:
    quote = asdict(ohlc)
    quote['broker_ts'] = quote['time']
@ -1012,13 +370,12 @@ def normalize(
    return topic, quote
-def make_sub(pairs: list[str], data: dict[str, Any]) -> dict[str, str]:
+def make_sub(pairs: List[str], data: Dict[str, Any]) -> Dict[str, str]:
-    '''
+    """Create a request subscription packet dict.
    Create a request subscription packet dict.
    https://docs.kraken.com/websockets/#message-subscribe
-    '''
+    """
    # eg. specific logic for this in kraken's sync client:
    # https://github.com/krakenfx/kraken-wsclient-py/blob/master/kraken_wsclient_py/kraken_wsclient_py.py#L188
    return {
@ -1028,55 +385,6 @@ def make_sub(pairs: list[str], data: dict[str, Any]) -> dict[str, str]:
    }
@acm
 async def open_history_client(
    symbol: str,
 ) -> tuple[Callable, int]:
    # TODO implement history getter for the new storage layer.
    async with open_cached_client('kraken') as client:
        # lol, kraken won't send any more then the "last"
        # 720 1m bars.. so we have to just ignore further
        # requests of this type..
        queries: int = 0
        async def get_ohlc(
            end_dt: Optional[datetime] = None,
            start_dt: Optional[datetime] = None,
        ) -> tuple[
            np.ndarray,
            datetime,  # start
            datetime,  # end
        ]:
            nonlocal queries
            if queries > 0:
                raise DataUnavailable
            count = 0
            while count <= 3:
                try:
                    array = await client.bars(
                        symbol,
                        since=end_dt,
                    )
                    count += 1
                    queries += 1
                    break
                except DataThrottle:
                    log.warning(f'kraken OHLC throttle for {symbol}')
                    await trio.sleep(1)
            start_dt = pendulum.from_timestamp(array[0]['time'])
            end_dt = pendulum.from_timestamp(array[-1]['time'])
            return array, start_dt, end_dt
        yield get_ohlc, {'erlangs': 1, 'rate': 1}
 async def backfill_bars(
    sym: str,
@ -1085,9 +393,8 @@ async def backfill_bars(
    task_status: TaskStatus[trio.CancelScope] = trio.TASK_STATUS_IGNORED,
 ) -> None:
-    '''
+    """Fill historical bars into shared mem / storage afap.
-    Fill historical bars into shared mem / storage afap.
+    """
    '''
    with trio.CancelScope() as cs:
        async with open_cached_client('kraken') as client:
            bars = await client.bars(symbol=sym)
@ -1098,7 +405,8 @@ async def backfill_bars(
 async def stream_quotes(
    send_chan: trio.abc.SendChannel,
-    symbols: list[str],
+    symbols: List[str],
    shm: ShmArray,
    feed_is_live: trio.Event,
    loglevel: str = None,
@ -1106,15 +414,13 @@ async def stream_quotes(
    sub_type: str = 'ohlc',
    # startup sync
-    task_status: TaskStatus[tuple[dict, dict]] = trio.TASK_STATUS_IGNORED,
+    task_status: TaskStatus[Tuple[Dict, Dict]] = trio.TASK_STATUS_IGNORED,
 ) -> None:
-    '''
+    """Subscribe for ohlc stream of quotes for ``pairs``.
    Subscribe for ohlc stream of quotes for ``pairs``.
    ``pairs`` must be formatted <crypto_symbol>/<fiat_symbol>.
-
+    """
    '''
    # XXX: required to propagate ``tractor`` loglevel to piker logging
    get_console_log(loglevel or tractor.current_actor().loglevel)
@ -1133,7 +439,6 @@ async def stream_quotes(
            syminfo = si.dict()
            syminfo['price_tick_size'] = 1 / 10**si.pair_decimals
            syminfo['lot_tick_size'] = 1 / 10**si.lot_decimals
            syminfo['asset_type'] = 'crypto'
            sym_infos[sym] = syminfo
            ws_pairs[sym] = si.wsname
@ -1145,11 +450,10 @@ async def stream_quotes(
            symbol: {
                'symbol_info': sym_infos[sym],
                'shm_write_opts': {'sum_tick_vml': False},
                'fqsn': sym,
            },
        }
-        @acm
+        @asynccontextmanager
        async def subscribe(ws: wsproto.WSConnection):
            # XXX: setup subs
            # https://docs.kraken.com/websockets/#message-subscribe
@ -1187,23 +491,23 @@ async def stream_quotes(
            # XXX: do we need to ack the unsub?
            # await ws.recv_msg()
-        # see the tips on reconnection logic:
+        # see the tips on reonnection logic:
        # https://support.kraken.com/hc/en-us/articles/360044504011-WebSocket-API-unexpected-disconnections-from-market-data-feeds
        ws: NoBsWs
        async with open_autorecon_ws(
            'wss://ws.kraken.com/',
            fixture=subscribe,
        ) as ws:
            # pull a first quote and deliver
-            msg_gen = process_data_feed_msgs(ws)
+            msg_gen = stream_messages(ws)
            # TODO: use ``anext()`` when it lands in 3.10!
            typ, ohlc_last = await msg_gen.__anext__()
            topic, quote = normalize(ohlc_last)
-            task_status.started((init_msgs,  quote))
+            first_quote = {topic: quote}
            task_status.started((init_msgs,  first_quote))
            # lol, only "closes" when they're margin squeezing clients ;P
            feed_is_live.set()
@ -1248,13 +552,14 @@ async def stream_quotes(
                    quote = ohlc
                    topic = quote['symbol'].lower()
                # XXX: format required by ``tractor.msg.pub``
                # requires a ``Dict[topic: str, quote: dict]``
                await send_chan.send({topic: quote})
@tractor.context
 async def open_symbol_search(
    ctx: tractor.Context,
 ) -> Client:
    async with open_cached_client('kraken') as client:
--- a/piker/brokers/questrade.py
+++ b/piker/brokers/questrade.py
@ -19,6 +19,7 @@ Questrade API backend.
 """
 from __future__ import annotations
 import inspect
 import contextlib
 import time
 from datetime import datetime
 from functools import partial
@ -31,19 +32,22 @@ from typing import (
    Callable,
 )
-import pendulum
+import arrow
 import trio
 import tractor
 from async_generator import asynccontextmanager
 import pandas as pd
 import numpy as np
 import wrapt
 import asks
 from ..calc import humanize, percent_change
-from .._cacheables import open_cached_client, async_lifo_cache
+from . import config
 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
 log = get_logger(__name__)
@ -598,16 +602,12 @@ class Client:
        sid = sids[symbol]
        # get last market open end time
-        est_end = now = pendulum.now('UTC').in_timezoe(
+        est_end = now = arrow.utcnow().to('US/Eastern').floor('minute')
            'America/New_York').start_of('minute')
        # on non-paid feeds we can't retreive the first 15 mins
        wd = now.isoweekday()
        if wd > 5:
            quotes = await self.quote([symbol])
-            est_end = pendulum.parse(
+            est_end = arrow.get(quotes[0]['lastTradeTime'])
                quotes[0]['lastTradeTime']
            )
            if est_end.hour == 0:
                # XXX don't bother figuring out extended hours for now
                est_end = est_end.replace(hour=17)
@ -668,7 +668,7 @@ def get_OHLCV(
    """
    del bar['end']
    del bar['VWAP']
-    bar['start'] = pendulum.from_timestamp(bar['start']) / 10**9
+    bar['start'] = pd.Timestamp(bar['start']).value/10**9
    return tuple(bar.values())
@ -1197,7 +1197,7 @@ async def stream_quotes(
    # XXX: required to propagate ``tractor`` loglevel to piker logging
    get_console_log(loglevel)
-    async with open_cached_client('questrade') as client:
+    async with api.open_cached_client('questrade') as client:
        if feed_type == 'stock':
            formatter = format_stock_quote
            get_quotes = await stock_quoter(client, symbols)
--- a/piker/calc.py
+++ b/piker/calc.py
@ -20,84 +20,30 @@ Handy financial calculations.
 import math
 import itertools
 from bidict import bidict
-
+def humanize(number, digits=1):
-_mag2suffix = bidict({3: 'k', 6: 'M', 9: 'B'})
+    """Convert large numbers to something with at most 3 digits and
 def humanize(
    number: float,
    digits: int = 1
 ) -> str:
    '''
    Convert large numbers to something with at most ``digits`` and
    a letter suffix (eg. k: thousand, M: million, B: billion).
-
+    """
    '''
    try:
        float(number)
    except ValueError:
-        return '0'
+        return 0
    if not number or number <= 0:
-        return str(round(number, ndigits=digits))
+        return number
-
+    mag2suffix = {3: 'k', 6: 'M', 9: 'B'}
-    mag = round(math.log(number, 10))
+    mag = math.floor(math.log(number, 10))
    if mag < 3:
-        return str(round(number, ndigits=digits))
+        return number
-
+    maxmag = max(itertools.takewhile(lambda key: mag >= key, mag2suffix))
-    maxmag = max(
+    return "{:.{digits}f}{}".format(
-        itertools.takewhile(
+        number/10**maxmag, mag2suffix[maxmag], digits=digits)
            lambda key: mag >= key, _mag2suffix
        )
    )
    return "{value}{suffix}".format(
        value=round(number/10**maxmag, ndigits=digits),
        suffix=_mag2suffix[maxmag],
    )
-def puterize(
+def percent_change(init, new):
-
+    """Calcuate the percentage change of some ``new`` value
    text: str,
    digits: int = 1,
 ) -> float:
    '''Inverse of ``humanize()`` above.
    '''
    try:
        suffix = str(text)[-1]
        mult = _mag2suffix.inverse[suffix]
        value = text.rstrip(suffix)
        return round(float(value) * 10**mult, ndigits=digits)
    except KeyError:
        # no matching suffix try just the value
        return float(text)
 def pnl(
    init: float,
    new: float,
 ) -> float:
    '''Calcuate the percentage change of some ``new`` value
    from some initial value, ``init``.
-
+    """
    '''
    if not (init and new):
        return 0
-
+    return (new - init) / init * 100.
    return (new - init) / init
 def percent_change(
    init: float,
    new: float,
 ) -> float:
    return pnl(init, new) * 100.
--- a/piker/clearing/_allocate.py
+++ b/piker/clearing/_allocate.py
@ -1,359 +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/>.
 '''
 Position allocation logic and protocols.
 '''
 from enum import Enum
 from typing import Optional
 from bidict import bidict
 from pydantic import BaseModel, validator
 from ..data._source import Symbol
 from ._messages import BrokerdPosition, Status
 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 update_from_msg(
        self,
        msg: BrokerdPosition,
    ) -> None:
        # XXX: better place to do this?
        symbol = self.symbol
        lot_size_digits = symbol.lot_size_digits
        avg_price, size = (
            round(msg['avg_price'], ndigits=symbol.tick_size_digits),
            round(msg['size'], ndigits=lot_size_digits),
        )
        self.avg_price = avg_price
        self.size = size
    @property
    def dsize(self) -> float:
        '''
        The "dollar" size of the pp, normally in trading (fiat) unit
        terms.
        '''
        return self.avg_price * self.size
 _size_units = bidict({
    'currency': '$ size',
    'units': '# units',
    # TODO: but we'll need a `<brokermod>.get_accounts()` or something
    # 'percent_of_port': '% of port',
 })
 SizeUnit = Enum(
    'SizeUnit',
    _size_units,
 )
 class Allocator(BaseModel):
    class Config:
        validate_assignment = True
        copy_on_model_validation = False
        arbitrary_types_allowed = True
        # required to get the account validator lookup working?
        extra = 'allow'
        underscore_attrs_are_private = False
    symbol: Symbol
    account: Optional[str] = 'paper'
    # 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', pre=True)
    def maybe_lookup_key(cls, v):
        # apply the corresponding enum key for the text "description" value
        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"
    # disti_weight: str = 'uniform'
    units_limit: float
    currency_limit: float
    slots: int
    def step_sizes(
        self,
    ) -> (float, float):
        '''
        Return the units size for each unit type as a tuple.
        '''
        slots = self.slots
        return (
            self.units_limit / slots,
            self.currency_limit / slots,
        )
    def limit(self) -> float:
        if self.size_unit == 'currency':
            return self.currency_limit
        else:
            return self.units_limit
    def next_order_info(
        self,
        # we only need a startup size for exit calcs, we can the
        # determine how large slots should be if the initial pp size was
        # larger then the current live one, and the live one is smaller
        # then the initial config settings.
        startup_pp: Position,
        live_pp: Position,
        price: float,
        action: str,
    ) -> dict:
        '''
        Generate order request info for the "next" submittable order
        depending on position / order entry config.
        '''
        sym = self.symbol
        ld = sym.lot_size_digits
        size_unit = self.size_unit
        live_size = live_pp.size
        abs_live_size = abs(live_size)
        abs_startup_size = abs(startup_pp.size)
        u_per_slot, currency_per_slot = self.step_sizes()
        if size_unit == 'units':
            slot_size = u_per_slot
            l_sub_pp = self.units_limit - abs_live_size
        elif size_unit == 'currency':
            live_cost_basis = abs_live_size * live_pp.avg_price
            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_unit}'"
            )
        # an entry (adding-to or starting a pp)
        if (
            action == 'buy' and live_size > 0 or
            action == 'sell' and live_size < 0 or
            live_size == 0
        ):
            order_size = min(slot_size, l_sub_pp)
        # an exit (removing-from or going to net-zero pp)
        else:
            # when exiting a pp we always try to slot the position
            # in the instrument's units, since doing so in a derived
            # size measure (eg. currency value, percent of port) would
            # result in a mis-mapping of slots sizes in unit terms
            # (i.e. it would take *more* slots to exit at a profit and
            # *less* slots to exit at a loss).
            pp_size = max(abs_startup_size, abs_live_size)
            slotted_pp = pp_size / self.slots
            if size_unit == 'currency':
                # compute the "projected" limit's worth of units at the
                # current pp (weighted) price:
                slot_size = currency_per_slot / live_pp.avg_price
            else:
                slot_size = u_per_slot
            # TODO: ensure that the limit can never be set **lower**
            # then the current pp size? It should be configured
            # correctly at startup right?
            # if our position is greater then our limit setting
            # we'll want to use slot sizes which are larger then what
            # the limit would normally determine.
            order_size = max(slotted_pp, slot_size)
            if (
                abs_live_size < slot_size or
                # NOTE: front/back "loading" heurstic:
                # if the remaining pp is in between 0-1.5x a slot's
                # worth, dump the whole position in this last exit
                # therefore conducting so called "back loading" but
                # **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) 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
        slots_used = 1.0  # the default uniform policy
        if order_size < slot_size:
            # compute a fractional slots size to display
            slots_used = self.slots_used(
                Position(symbol=sym, size=order_size, avg_price=price)
            )
        return {
            'size': abs(round(order_size, ndigits=ld)),
            'size_digits': ld,
            # TODO: incorporate multipliers for relevant derivatives
            'fiat_size': round(order_size * price, ndigits=2),
            'slots_used': slots_used,
            # update line LHS label with account name
            'account': self.account,
        }
    def slots_used(
        self,
        pp: Position,
    ) -> float:
        '''
        Calc and return the number of slots used by this ``Position``.
        '''
        abs_pp_size = abs(pp.size)
        if self.size_unit == 'currency':
            # live_currency_size = size or (abs_pp_size * pp.avg_price)
            live_currency_size = abs_pp_size * pp.avg_price
            prop = live_currency_size / self.currency_limit
        else:
            # return (size or abs_pp_size) / alloc.units_limit
            prop = abs_pp_size / self.units_limit
        # TODO: REALLY need a way to show partial slots..
        # for now we round at the midway point between slots
        return round(prop * self.slots)
 _derivs = (
    'future',
    'continuous_future',
    'option',
    'futures_option',
 )
 def mk_allocator(
    symbol: Symbol,
    startup_pp: Position,
    # default allocation settings
    defaults: dict[str, float] = {
        'account': None,  # select paper by default
        'size_unit': 'currency',
        'units_limit': 400,
        'currency_limit': 5e3,
        'slots': 4,
    },
    **kwargs,
 ) -> Allocator:
    if kwargs:
        defaults.update(kwargs)
    # load and retreive user settings for default allocations
    # ``config.toml``
    user_def = {
        'currency_limit': 6e3,
        'slots': 6,
    }
    defaults.update(user_def)
    alloc = Allocator(
        symbol=symbol,
        **defaults,
    )
    asset_type = symbol.type_key
    # specific configs by asset class / type
    if asset_type in _derivs:
        # since it's harder to know how currency "applies" in this case
        # given leverage properties
        alloc.size_unit = '# units'
        # set units limit to slots size thus making make the next
        # entry step 1.0
        alloc.units_limit = alloc.slots
    # if the current position is already greater then the limit
    # settings, increase the limit to the current position
    if alloc.size_unit == 'currency':
        startup_size = startup_pp.size * startup_pp.avg_price
        if startup_size > alloc.currency_limit:
            alloc.currency_limit = round(startup_size, ndigits=2)
    else:
        startup_size = abs(startup_pp.size)
        if startup_size > alloc.units_limit:
            alloc.units_limit = startup_size
            if asset_type in _derivs:
                alloc.slots = alloc.units_limit
    return alloc
--- a/piker/clearing/_client.py
+++ b/piker/clearing/_client.py
@ -18,15 +18,15 @@
 Orders and execution client API.
 """
-from contextlib import asynccontextmanager as acm
+from contextlib import asynccontextmanager
 from typing import Dict
 from pprint import pformat
 from dataclasses import dataclass, field
 import trio
 import tractor
 from tractor.trionics import broadcast_receiver
 from ..data._source import Symbol
 from ..log import get_logger
 from ._ems import _emsd_main
 from .._daemon import maybe_open_emsd
@ -38,7 +38,7 @@ log = get_logger(__name__)
@dataclass
 class OrderBook:
-    '''EMS-client-side order book ctl and tracking.
+    """Buy-side (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
@ -57,20 +57,35 @@ class OrderBook:
    _ready_to_receive: trio.Event = trio.Event()
    def send(
        self,
-        msg: Order,
+        uuid: str,
        symbol: str,
        brokers: list[str],
        price: float,
        size: float,
        action: str,
        exec_mode: str,
    ) -> dict:
-        self._sent_orders[msg.oid] = msg
+        msg = Order(
            action=action,
            price=price,
            size=size,
            symbol=symbol,
            brokers=brokers,
            oid=uuid,
            exec_mode=exec_mode,  # dark or live
        )
        self._sent_orders[uuid] = msg
        self._to_ems.send_nowait(msg.dict())
        return msg
    def update(
        self,
        uuid: str,
        **data: dict,
    ) -> dict:
        cmd = self._sent_orders[uuid]
        msg = cmd.dict()
@ -108,16 +123,9 @@ def get_orders(
    global _orders
    if _orders is None:
        size = 100
        tx, rx = trio.open_memory_channel(size)
        brx = broadcast_receiver(rx, size)
        # setup local ui event streaming channels for request/resp
        # streamging with EMS daemon
-        _orders = OrderBook(
+        _orders = OrderBook(*trio.open_memory_channel(1))
            _to_ems=tx,
            _from_order_book=brx,
        )
    return _orders
@ -147,27 +155,35 @@ async def relay_order_cmds_from_sync_code(
    """
    book = get_orders()
-    async with book._from_order_book.subscribe() as orders_stream:
+    orders_stream = book._from_order_book
    async for cmd in orders_stream:
        print(cmd)
        if cmd['symbol'] == symbol_key:
-                log.info(f'Send order cmd:\n{pformat(cmd)}')
+
            # send msg over IPC / wire
            log.info(f'Send order cmd:\n{pformat(cmd)}')
            await to_ems_stream.send(cmd)
        else:
            # XXX BRUTAL HACKZORZES !!!
            # re-insert for another consumer
            # we need broadcast channelz...asap
            # https://github.com/goodboy/tractor/issues/204
            book._to_ems.send_nowait(cmd)
-@acm
+
@asynccontextmanager
 async def open_ems(
-    fqsn: str,
+    broker: str,
    symbol: Symbol,
-) -> (
+) -> (OrderBook, tractor.MsgStream, dict):
-    OrderBook,
+    """Spawn an EMS daemon and begin sending orders and receiving
    tractor.MsgStream,
    dict,
 ):
    '''
    Spawn an EMS daemon and begin sending orders and receiving
    alerts.
    This EMS tries to reduce most broker's terrible order entry apis to
    a very simple protocol built on a few easy to grok and/or
    "rantsy" premises:
@ -196,24 +212,23 @@ async def open_ems(
    - 'dark_executed', 'broker_executed'
    - 'broker_filled'
-    '''
+    """
    # wait for service to connect back to us signalling
    # ready for order commands
    book = get_orders()
    from ..data._source import unpack_fqsn
    broker, symbol, suffix = unpack_fqsn(fqsn)
    async with maybe_open_emsd(broker) as portal:
        async with (
            # connect to emsd
            portal.open_context(
                _emsd_main,
-                fqsn=fqsn,
+                broker=broker,
                symbol=symbol.key,
-            ) as (ctx, (positions, accounts)),
+            ) as (ctx, positions),
            # open 2-way trade command stream
            ctx.open_stream() as trades_stream,
@ -221,8 +236,8 @@ async def open_ems(
            async with trio.open_nursery() as n:
                n.start_soon(
                    relay_order_cmds_from_sync_code,
-                    fqsn,
+                    symbol.key,
                    trades_stream
                )
-                yield book, trades_stream, positions, accounts
+                yield book, trades_stream, positions
--- a/piker/clearing/_ems.py
+++ b/piker/clearing/_ems.py
--- a/piker/clearing/_messages.py
+++ b/piker/clearing/_messages.py
@ -24,8 +24,6 @@ from typing import Optional, Union
 # import msgspec
 from pydantic import BaseModel
 from ..data._source import Symbol
 # Client -> emsd
@ -44,8 +42,7 @@ class Order(BaseModel):
    action: str  # {'buy', 'sell', 'alert'}
    # internal ``emdsd`` unique "order id"
    oid: str  # uuid4
-    symbol: Union[str, Symbol]
+    symbol: str
    account: str  # should we set a default as '' ?
    price: float
    size: float
@ -59,13 +56,6 @@ class Order(BaseModel):
    # the backend broker
    exec_mode: str  # {'dark', 'live', 'paper'}
    class Config:
        # just for pre-loading a ``Symbol`` when used
        # in the order mode staging process
        arbitrary_types_allowed = True
        # don't copy this model instance when used in
        # a recursive model
        copy_on_model_validation = False
 # Client <- emsd
 # update msgs from ems which relay state change info
@ -87,11 +77,12 @@ class Status(BaseModel):
    #   'broker_cancelled',
    #   'broker_executed',
    #   'broker_filled',
    #   'broker_errored',
    #   'alert_submitted',
    #   'alert_triggered',
    #   'position',
    # }
    resp: str  # "response", see above
@ -120,7 +111,6 @@ class BrokerdCancel(BaseModel):
    oid: str  # piker emsd order id
    time_ns: int
    account: str
    # "broker request id": broker specific/internal order id if this is
    # None, creates a new order otherwise if the id is valid the backend
    # api must modify the existing matching order. If the broker allows
@ -134,7 +124,6 @@ class BrokerdOrder(BaseModel):
    action: str  # {buy, sell}
    oid: str
    account: str
    time_ns: int
    # "broker request id": broker specific/internal order id if this is
@ -155,11 +144,8 @@ class BrokerdOrder(BaseModel):
 class BrokerdOrderAck(BaseModel):
-    '''
+    '''Immediate reponse to a brokerd order request providing
-    Immediate reponse to a brokerd order request providing the broker
+    the broker specifci unique order id.
    specific unique order id so that the EMS can associate this
    (presumably differently formatted broker side ID) with our own
    ``.oid`` (which is a uuid4).
    '''
    name: str = 'ack'
@ -169,7 +155,6 @@ class BrokerdOrderAck(BaseModel):
    # emsd id originally sent in matching request msg
    oid: str
    account: str = ''
 class BrokerdStatus(BaseModel):
@ -178,13 +163,10 @@ class BrokerdStatus(BaseModel):
    reqid: Union[int, str]
    time_ns: int
    # XXX: should be best effort set for every update
    account: str = ''
    # {
    #   'submitted',
    #   'cancelled',
-    #   'filled',
+    #   'executed',
    # }
    status: str
@ -206,8 +188,7 @@ class BrokerdStatus(BaseModel):
 class BrokerdFill(BaseModel):
-    '''
+    '''A single message indicating a "fill-details" event from the broker
    A single message indicating a "fill-details" event from the broker
    if avaiable.
    '''
@ -231,18 +212,12 @@ class BrokerdFill(BaseModel):
 class BrokerdError(BaseModel):
-    '''
+    '''Optional error type that can be relayed to emsd for error handling.
    Optional error type that can be relayed to emsd for error handling.
    This is still a TODO thing since we're not sure how to employ it yet.
    '''
    name: str = 'error'
-    oid: str
+    reqid: Union[int, str]
    # if no brokerd order request was actually submitted (eg. we errored
    # at the ``pikerd`` layer) then there will be ``reqid`` allocated.
    reqid: Optional[Union[int, str]] = None
    symbol: str
    reason: str
--- a/piker/clearing/_paper_engine.py
+++ b/piker/clearing/_paper_engine.py
@ -32,11 +32,10 @@ from dataclasses import dataclass
 from .. import data
 from ..data._normalize import iterticks
 from ..data._source import unpack_fqsn
 from ..log import get_logger
 from ._messages import (
    BrokerdCancel, BrokerdOrder, BrokerdOrderAck, BrokerdStatus,
-    BrokerdFill, BrokerdPosition, BrokerdError
+    BrokerdFill,
 )
@ -61,7 +60,6 @@ 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
@ -103,9 +101,6 @@ 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,
@ -123,7 +118,7 @@ class PaperBoi:
            ) or (
            action == 'sell' and (clear_price := self.last_bid[0]) >= price
        ):
-            await self.fake_fill(symbol, clear_price, size, action, reqid, oid)
+            await self.fake_fill(clear_price, size, action, reqid, oid)
        else:
            # register this submissions as a paper live order
@ -175,8 +170,6 @@ class PaperBoi:
    async def fake_fill(
        self,
        symbol: str,
        price: float,
        size: float,
        action: str,  # one of {'buy', 'sell'}
@ -188,7 +181,6 @@ class PaperBoi:
        # remaining lots to fill
        order_complete: bool = True,
        remaining: float = 0,
    ) -> None:
        """Pretend to fill a broker order @ price and size.
@ -240,49 +232,6 @@ 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
@ -306,7 +255,6 @@ 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(
@ -326,7 +274,6 @@ async def simulate_fills(
                    )
                    orders = client._buys.get(sym, {})
                    book_sequence = reversed(
                        sorted(orders.keys(), key=itemgetter(1)))
@ -360,7 +307,6 @@ 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,
@ -386,19 +332,6 @@ async def handle_order_requests(
        action = request_msg['action']
        if action in {'buy', 'sell'}:
            account = request_msg['account']
            if account != 'paper':
                log.error(
                    'This is a paper account, only a `paper` selection is valid'
                )
                await ems_order_stream.send(BrokerdError(
                    oid=request_msg['oid'],
                    symbol=request_msg['symbol'],
                    reason=f'Paper only. No account found: `{account}` ?',
                ).dict())
                continue
            # validate
            order = BrokerdOrder(**request_msg)
@ -447,16 +380,16 @@ async def trades_dialogue(
    ctx: tractor.Context,
    broker: str,
-    fqsn: str,
+    symbol: str,
    loglevel: str = None,
 ) -> None:
    tractor.log.get_console_log(loglevel)
    async with (
        data.open_feed(
-            [fqsn],
+            broker,
            [symbol],
            loglevel=loglevel,
        ) as feed,
@ -464,7 +397,7 @@ async def trades_dialogue(
        # TODO: load paper positions per broker from .toml config file
        # and pass as symbol to position data mapping: ``dict[str, dict]``
        # await ctx.started(all_positions)
-        await ctx.started(({}, {'paper',}))
+        await ctx.started({})
        async with (
            ctx.open_stream() as ems_stream,
@ -478,9 +411,6 @@ async def trades_dialogue(
                _sells={},
                _reqids={},
                # TODO: load paper positions from ``positions.toml``
                _positions={},
            )
            n.start_soon(handle_order_requests, client, ems_stream)
@ -491,16 +421,15 @@ async def trades_dialogue(
@asynccontextmanager
 async def open_paperboi(
-    fqsn: str,
+    broker: str,
    symbol: str,
    loglevel: str,
 ) -> Callable:
-    '''
+    '''Spawn a paper engine actor and yield through access to
    Spawn a paper engine actor and yield through access to
    its context.
    '''
    broker, symbol, expiry = unpack_fqsn(fqsn)
    service_name = f'paperboi.{broker}'
    async with (
@ -519,9 +448,14 @@ async def open_paperboi(
        async with portal.open_context(
                trades_dialogue,
                broker=broker,
-                fqsn=fqsn,
+                symbol=symbol,
                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()
--- a/piker/cli/init.py
+++ b/piker/cli/init.py
@ -1,55 +1,43 @@
-# piker: trading gear for hackers
+"""
 # Copyright (C) 2018-present  Tyler Goodlet (in stewardship of 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/>.
 '''
 CLI commons.
-
+"""
 '''
 import os
 from pprint import pformat
 import click
 import trio
 import tractor
 from ..log import get_console_log, get_logger, colorize_json
-from ..brokers import get_brokermod
+from ..brokers import get_brokermod, config
 from .._daemon import _tractor_kwargs
 from .. import config
 log = get_logger('cli')
 DEFAULT_BROKER = 'questrade'
 _config_dir = click.get_app_dir('piker')
 _watchlists_data_path = os.path.join(_config_dir, 'watchlists.json')
 _context_defaults = dict(
    default_map={
        # Questrade specific quote poll rates
        'monitor': {
            'rate': 3,
        },
        'optschain': {
            'rate': 1,
        },
    }
 )
@click.command()
@click.option('--loglevel', '-l', default='warning', help='Logging level')
@click.option('--tl', is_flag=True, help='Enable tractor logging')
@click.option('--pdb', is_flag=True, help='Enable tractor debug mode')
@click.option('--host', '-h', default='127.0.0.1', help='Host address to bind')
-@click.option(
+def pikerd(loglevel, host, tl, pdb):
-    '--tsdb',
+    """Spawn the piker broker-daemon.
-    is_flag=True,
+    """
    help='Enable local ``marketstore`` instance'
 )
 def pikerd(loglevel, host, tl, pdb, tsdb):
    '''
    Spawn the piker broker-daemon.
    '''
    from .._daemon import open_pikerd
    log = get_console_log(loglevel)
@ -63,38 +51,13 @@ def pikerd(loglevel, host, tl, pdb, tsdb):
        ))
    async def main():
-
+        async with open_pikerd(loglevel=loglevel, debug_mode=pdb):
        async with (
            open_pikerd(
                loglevel=loglevel,
                debug_mode=pdb,
            ),  # normally delivers a ``Services`` handle
            trio.open_nursery() as n,
        ):
            if tsdb:
                from piker.data._ahab import start_ahab
                from piker.data.marketstore import start_marketstore
                log.info('Spawning `marketstore` supervisor')
                ctn_ready, config, (cid, pid) = await n.start(
                    start_ahab,
                    'marketstored',
                    start_marketstore,
                )
                log.info(
                    f'`marketstore` up!\n'
                    f'`marketstored` pid: {pid}\n'
                    f'docker container id: {cid}\n'
                    f'config: {pformat(config)}'
                )
            await trio.sleep_forever()
    trio.run(main)
-@click.group(context_settings=config._context_defaults)
+@click.group(context_settings=_context_defaults)
@click.option(
    '--brokers', '-b',
    default=[DEFAULT_BROKER],
@ -123,8 +86,8 @@ def cli(ctx, brokers, loglevel, tl, configdir):
        'loglevel': loglevel,
        'tractorloglevel': None,
        'log': get_console_log(loglevel),
-        'confdir': config._config_dir,
+        'confdir': _config_dir,
-        'wl_path': config._watchlists_data_path,
+        'wl_path': _watchlists_data_path,
    })
    # allow enabling same loglevel in ``tractor`` machinery
@ -143,13 +106,15 @@ def services(config, tl, names):
        async with tractor.get_arbiter(
            *_tractor_kwargs['arbiter_addr']
        ) as portal:
-            registry = await portal.run_from_ns('self', 'get_registry')
+            registry = await portal.run('self', 'get_registry')
            json_d = {}
-            for key, socket in registry.items():
+            for uid, socket in registry.items():
-                # name, uuid = uid
+                name, uuid = uid
                host, port = socket
-                json_d[key] = f'{host}:{port}'
+                json_d[f'{name}.{uuid}'] = f'{host}:{port}'
-            click.echo(f"{colorize_json(json_d)}")
+            click.echo(
                f"Available `piker` services:\n{colorize_json(json_d)}"
            )
    tractor.run(
        list_services,
--- a/piker/config.py
+++ b/piker/config.py
@ -1,267 +0,0 @@
 # piker: trading gear for hackers
 # Copyright (C) 2018-present  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/>.
 """
 Broker configuration mgmt.
 """
 import platform
 import sys
 import os
 from os.path import dirname
 import shutil
 from typing import Optional
 from bidict import bidict
 import toml
 from .log import get_logger
 log = get_logger('broker-config')
 # taken from ``click`` since apparently they have some
 # super weirdness with sigint and sudo..no clue
 def get_app_dir(app_name, roaming=True, force_posix=False):
    r"""Returns the config folder for the application.  The default behavior
    is to return whatever is most appropriate for the operating system.
    To give you an idea, for an app called ``"Foo Bar"``, something like
    the following folders could be returned:
    Mac OS X:
      ``~/Library/Application Support/Foo Bar``
    Mac OS X (POSIX):
      ``~/.foo-bar``
    Unix:
      ``~/.config/foo-bar``
    Unix (POSIX):
      ``~/.foo-bar``
    Win XP (roaming):
      ``C:\Documents and Settings\<user>\Local Settings\Application Data\Foo``
    Win XP (not roaming):
      ``C:\Documents and Settings\<user>\Application Data\Foo Bar``
    Win 7 (roaming):
      ``C:\Users\<user>\AppData\Roaming\Foo Bar``
    Win 7 (not roaming):
      ``C:\Users\<user>\AppData\Local\Foo Bar``
    .. versionadded:: 2.0
    :param app_name: the application name.  This should be properly capitalized
                     and can contain whitespace.
    :param roaming: controls if the folder should be roaming or not on Windows.
                    Has no affect otherwise.
    :param force_posix: if this is set to `True` then on any POSIX system the
                        folder will be stored in the home folder with a leading
                        dot instead of the XDG config home or darwin's
                        application support folder.
    """
    def _posixify(name):
        return "-".join(name.split()).lower()
    # if WIN:
    if platform.system() == 'Windows':
        key = "APPDATA" if roaming else "LOCALAPPDATA"
        folder = os.environ.get(key)
        if folder is None:
            folder = os.path.expanduser("~")
        return os.path.join(folder, app_name)
    if force_posix:
        return os.path.join(
            os.path.expanduser("~/.{}".format(_posixify(app_name))))
    if sys.platform == "darwin":
        return os.path.join(
            os.path.expanduser("~/Library/Application Support"), app_name
        )
    return os.path.join(
        os.environ.get("XDG_CONFIG_HOME", os.path.expanduser("~/.config")),
        _posixify(app_name),
    )
 _config_dir = _click_config_dir = get_app_dir('piker')
 _parent_user = os.environ.get('SUDO_USER')
 if _parent_user:
    non_root_user_dir = os.path.expanduser(
        f'~{_parent_user}'
    )
    root = 'root'
    _config_dir = (
        non_root_user_dir +
        _click_config_dir[
            _click_config_dir.rfind(root) + len(root):
        ]
    )
 _conf_names: set[str] = {
    'brokers',
    'trades',
    'watchlists',
 }
 _watchlists_data_path = os.path.join(_config_dir, 'watchlists.json')
 _context_defaults = dict(
    default_map={
        # Questrade specific quote poll rates
        'monitor': {
            'rate': 3,
        },
        'optschain': {
            'rate': 1,
        },
    }
 )
 def _override_config_dir(
    path: str
 ) -> None:
    global _config_dir
    _config_dir = path
 def _conf_fn_w_ext(
    name: str,
 ) -> str:
    # change this if we ever change the config file format.
    return f'{name}.toml'
 def get_conf_path(
    conf_name: str = 'brokers',
 ) -> str:
    """Return the default config path normally under
    ``~/.config/piker`` on linux.
    Contains files such as:
    - brokers.toml
    - watchlists.toml
    - trades.toml
    # maybe coming soon ;)
    - signals.toml
    - strats.toml
    """
    assert conf_name in _conf_names
    fn = _conf_fn_w_ext(conf_name)
    return os.path.join(
        _config_dir,
        fn,
    )
 def repodir():
    '''
    Return the abspath to the repo directory.
    '''
    dirpath = os.path.abspath(
        # we're 3 levels down in **this** module file
        dirname(dirname(os.path.realpath(__file__)))
    )
    return dirpath
 def load(
    conf_name: str = 'brokers',
    path: str = None
 ) -> (dict, str):
    '''
    Load config file by name.
    '''
    path = path or get_conf_path(conf_name)
    if not os.path.isfile(path):
        fn = _conf_fn_w_ext(conf_name)
        template = os.path.join(
            repodir(),
            'config',
            fn
        )
        # try to copy in a template config to the user's directory
        # if one exists.
        if os.path.isfile(template):
            shutil.copyfile(template, path)
    config = toml.load(path)
    log.debug(f"Read config file {path}")
    return config, path
 def write(
    config: dict,  # toml config as dict
    name: str = 'brokers',
    path: str = None,
 ) -> None:
    ''''
    Write broker config to disk.
    Create a ``brokers.ini`` file if one does not exist.
    '''
    path = path or get_conf_path(name)
    dirname = os.path.dirname(path)
    if not os.path.isdir(dirname):
        log.debug(f"Creating config dir {_config_dir}")
        os.makedirs(dirname)
    if not config:
        raise ValueError(
            "Watch out you're trying to write a blank config!")
    log.debug(
        f"Writing config `{name}` file to:\n"
        f"{path}"
    )
    with open(path, 'w') as cf:
        return toml.dump(config, cf)
 def load_accounts(
    providers: Optional[list[str]] = None
 ) -> bidict[str, Optional[str]]:
    conf, path = load()
    accounts = bidict()
    for provider_name, section in conf.items():
        accounts_section = section.get('accounts')
        if (
            providers is None or
            providers and provider_name in providers
        ):
            if accounts_section is None:
                log.warning(f'No accounts named for {provider_name}?')
                continue
            else:
                for label, value in accounts_section.items():
                    accounts[
                        f'{provider_name}.{label}'
                    ] = value
    # our default paper engine entry
    accounts['paper'] = None
    return accounts
--- a/piker/data/_ahab.py
+++ b/piker/data/_ahab.py
@ -1,385 +0,0 @@
 # piker: trading gear for hackers
 # Copyright (C) 2018-present  Tyler Goodlet (in stewardship of 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/>.
 '''
 Supervisor for docker with included specific-image service helpers.
 '''
 import os
 import time
 from typing import (
    Optional,
    Callable,
    Any,
 )
 from contextlib import asynccontextmanager as acm
 import trio
 from trio_typing import TaskStatus
 import tractor
 from tractor.msg import NamespacePath
 import docker
 import json
 from docker.models.containers import Container as DockerContainer
 from docker.errors import (
    DockerException,
    APIError,
 )
 from requests.exceptions import ConnectionError, ReadTimeout
 from ..log import get_logger, get_console_log
 from .. import config
 log = get_logger(__name__)
 class DockerNotStarted(Exception):
    'Prolly you dint start da daemon bruh'
 class ContainerError(RuntimeError):
    'Error reported via app-container logging level'
@acm
 async def open_docker(
    url: Optional[str] = None,
    **kwargs,
 ) -> docker.DockerClient:
    client: Optional[docker.DockerClient] = None
    try:
        client = docker.DockerClient(
            base_url=url,
            **kwargs
        ) if url else docker.from_env(**kwargs)
        yield client
    except (
        DockerException,
        APIError,
    ) as err:
        def unpack_msg(err: Exception) -> str:
            args = getattr(err, 'args', None)
            if args:
                return args
            else:
                return str(err)
        # could be more specific so let's check if it's just perms.
        if err.args:
            errs = err.args
            for err in errs:
                msg = unpack_msg(err)
                if 'PermissionError' in msg:
                    raise DockerException('You dint run as root yo!')
                elif 'FileNotFoundError' in msg:
                    raise DockerNotStarted('Did you start da service sister?')
        # not perms?
        raise
    finally:
        if client:
            client.close()
 class Container:
    '''
    Wrapper around a ``docker.models.containers.Container`` to include
    log capture and relay through our native logging system and helper
    method(s) for cancellation/teardown.
    '''
    def __init__(
        self,
        cntr: DockerContainer,
    ) -> None:
        self.cntr = cntr
        # log msg de-duplication
        self.seen_so_far = set()
    async def process_logs_until(
        self,
        patt: str,
        bp_on_msg: bool = False,
    ) -> bool:
        '''
        Attempt to capture container log messages and relay through our
        native logging system.
        '''
        seen_so_far = self.seen_so_far
        while True:
            logs = self.cntr.logs()
            entries = logs.decode().split('\n')
            for entry in entries:
                # ignore null lines
                if not entry:
                    continue
                try:
                    record = json.loads(entry.strip())
                except json.JSONDecodeError:
                    if 'Error' in entry:
                        raise RuntimeError(entry)
                    raise
                msg = record['msg']
                level = record['level']
                if msg and entry not in seen_so_far:
                    seen_so_far.add(entry)
                    if bp_on_msg:
                        await tractor.breakpoint()
                    getattr(log, level, log.error)(f'{msg}')
                    # print(f'level: {level}')
                    if level in ('error', 'fatal'):
                        raise ContainerError(msg)
                if patt in msg:
                    return True
                # do a checkpoint so we don't block if cancelled B)
                await trio.sleep(0.01)
        return False
    def try_signal(
        self,
        signal: str = 'SIGINT',
    ) -> bool:
        try:
            # XXX: market store doesn't seem to shutdown nicely all the
            # time with this (maybe because there are still open grpc
            # connections?) noticably after client connections have been
            # made or are in use/teardown. It works just fine if you
            # just start and stop the container tho?..
            log.cancel(f'SENDING {signal} to {self.cntr.id}')
            self.cntr.kill(signal)
            return True
        except docker.errors.APIError as err:
            if 'is not running' in err.explanation:
                return False
    async def cancel(
        self,
        stop_msg: str,
    ) -> None:
        cid = self.cntr.id
        # first try a graceful cancel
        log.cancel(
            f'SIGINT cancelling container: {cid}\n'
            f'waiting on stop msg: "{stop_msg}"'
        )
        self.try_signal('SIGINT')
        start = time.time()
        for _ in range(30):
            with trio.move_on_after(0.5) as cs:
                cs.shield = True
                await self.process_logs_until(stop_msg)
                # if we aren't cancelled on above checkpoint then we
                # assume we read the expected stop msg and terminated.
                break
            try:
                log.info(f'Polling for container shutdown:\n{cid}')
                if self.cntr.status not in {'exited', 'not-running'}:
                    self.cntr.wait(
                        timeout=0.1,
                        condition='not-running',
                    )
                break
            except (
                ReadTimeout,
            ):
                log.info(f'Still waiting on container:\n{cid}')
                continue
            except (
                docker.errors.APIError,
                ConnectionError,
            ):
                log.exception('Docker connection failure')
                break
        else:
            delay = time.time() - start
            log.error(
                f'Failed to kill container {cid} after {delay}s\n'
                'sending SIGKILL..'
            )
            # get out the big guns, bc apparently marketstore
            # doesn't actually know how to terminate gracefully
            # :eyeroll:...
            self.try_signal('SIGKILL')
            self.cntr.wait(
                timeout=3,
                condition='not-running',
            )
        log.cancel(f'Container stopped: {cid}')
@tractor.context
 async def open_ahabd(
    ctx: tractor.Context,
    endpoint: str,  # ns-pointer str-msg-type
    **kwargs,
 ) -> None:
    get_console_log('info', name=__name__)
    async with open_docker() as client:
        # TODO: eventually offer a config-oriented API to do the mounts,
        # params, etc. passing to ``Containter.run()``?
        # call into endpoint for container config/init
        ep_func = NamespacePath(endpoint).load_ref()
        (
            dcntr,
            cntr_config,
            start_msg,
            stop_msg,
        ) = ep_func(client)
        cntr = Container(dcntr)
        with trio.move_on_after(1):
            found = await cntr.process_logs_until(start_msg)
            if not found and cntr not in client.containers.list():
                raise RuntimeError(
                    'Failed to start `marketstore` check logs deats'
                )
        await ctx.started((
            cntr.cntr.id,
            os.getpid(),
            cntr_config,
        ))
        try:
            # TODO: we might eventually want a proxy-style msg-prot here
            # to allow remote control of containers without needing
            # callers to have root perms?
            await trio.sleep_forever()
        finally:
            with trio.CancelScope(shield=True):
                await cntr.cancel(stop_msg)
 async def start_ahab(
    service_name: str,
    endpoint: Callable[docker.DockerClient, DockerContainer],
    task_status: TaskStatus[
        tuple[
            trio.Event,
            dict[str, Any],
        ],
    ] = trio.TASK_STATUS_IGNORED,
 ) -> None:
    '''
    Start a ``docker`` container supervisor with given service name.
    Currently the actor calling this task should normally be started
    with root permissions (until we decide to use something that doesn't
    require this, like docker's rootless mode or some wrapper project) but
    te root perms are de-escalated after the docker supervisor sub-actor
    is started.
    '''
    cn_ready = trio.Event()
    try:
        async with tractor.open_nursery(
            loglevel='runtime',
        ) as tn:
            portal = await tn.start_actor(
                service_name,
                enable_modules=[__name__]
            )
            # TODO: we have issues with this on teardown
            # where ``tractor`` tries to issue ``os.kill()``
            # and hits perms errors since the root process
            # doesn't any longer have root perms..
            # de-escalate root perms to the original user
            # after the docker supervisor actor is spawned.
            if config._parent_user:
                import pwd
                os.setuid(
                    pwd.getpwnam(
                        config._parent_user
                    )[2]  # named user's uid
                )
            async with portal.open_context(
                open_ahabd,
                endpoint=str(NamespacePath.from_ref(endpoint)),
            ) as (ctx, first):
                cid, pid, cntr_config = first
                task_status.started((
                    cn_ready,
                    cntr_config,
                    (cid, pid),
                ))
                await trio.sleep_forever()
    # since we demoted root perms in this parent
    # we'll get a perms error on proc cleanup in
    # ``tractor`` nursery exit. just make sure
    # the child is terminated and don't raise the
    # error if so.
    # TODO: we could also consider adding
    # a ``tractor.ZombieDetected`` or something that we could raise
    # if we find the child didn't terminate.
    except PermissionError:
        log.warning('Failed to cancel root permsed container')
    except (
        trio.MultiError,
    ) as err:
        for subexc in err.exceptions:
            if isinstance(subexc, PermissionError):
                log.warning('Failed to cancel root perms-ed container')
                return
        else:
            raise
--- a/piker/data/_normalize.py
+++ b/piker/data/_normalize.py
@ -14,69 +14,25 @@
 # 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/>.
-'''
+"""
 Stream format enforcement.
 """
-'''
+from typing import AsyncIterator, Optional, Tuple
-from itertools import chain
+
-from typing import AsyncIterator
+import numpy as np
 def iterticks(
    quote: dict,
-    types: tuple[str] = (
+    types: Tuple[str] = ('trade', 'utrade'),
        'trade',
        'dark_trade',
    ),
    deduplicate_darks: bool = False,
 ) -> AsyncIterator:
-    '''
+    """Iterate through ticks delivered per quote cycle.
-    Iterate through ticks delivered per quote cycle.
+    """
    '''
    if deduplicate_darks:
        assert 'dark_trade' in types
    # print(f"{quote}\n\n")
    ticks = quote.get('ticks', ())
    trades = {}
    darks = {}
    if ticks:
        # do a first pass and attempt to remove duplicate dark
        # trades with the same tick signature.
        if deduplicate_darks:
            for tick in ticks:
                ttype = tick.get('type')
                time = tick.get('time', None)
                if time:
                    sig = (
                        time,
                        tick['price'],
                        tick['size']
                    )
                    if ttype == 'dark_trade':
                        darks[sig] = tick
                    elif ttype == 'trade':
                        trades[sig] = tick
            # filter duplicates
            for sig, tick in trades.items():
                tick = darks.pop(sig, None)
                if tick:
                    ticks.remove(tick)
                    # print(f'DUPLICATE {tick}')
            # re-insert ticks
            ticks.extend(list(chain(trades.values(), darks.values())))
        for tick in ticks:
            # print(f"{quote['symbol']}: {tick}")
-            ttype = tick.get('type')
+            if tick.get('type') in types:
            if ttype in types:
                yield tick
--- a/piker/data/_sampling.py
+++ b/piker/data/_sampling.py
@ -1,5 +1,5 @@
 # piker: trading gear for hackers
-# Copyright (C) 2018-present  Tyler Goodlet (in stewardship of pikers)
+# 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
@ -15,57 +15,39 @@
 # along with this program.  If not, see <https://www.gnu.org/licenses/>.
 """
-Sampling and broadcast machinery for (soft) real-time delivery of
+Data buffers for fast shared humpy.
 financial data flows.
 """
-from __future__ import annotations
+from typing import Dict, List
 from collections import Counter
 import time
 from typing import TYPE_CHECKING, Optional, Union
 import tractor
 import trio
 from trio_typing import TaskStatus
 from ._sharedmem import ShmArray
 from ..log import get_logger
 if TYPE_CHECKING:
    from ._sharedmem import ShmArray
    from .feed import _FeedsBus
 log = get_logger(__name__)
-class sampler:
+# TODO: we could stick these in a composed type to avoid
-    '''
+# angering the "i hate module scoped variables crowd" (yawn).
-    Global sampling engine registry.
+_shms: Dict[int, List[ShmArray]] = {}
 _start_increment: Dict[str, trio.Event] = {}
 _incrementers: Dict[int, trio.CancelScope] = {}
 _subscribers: Dict[str, tractor.Context] = {}
    Manages state for sampling events, shm incrementing and
    sample period logic.
-    '''
+def shm_incrementing(shm_token_name: str) -> trio.Event:
-    # TODO: we could stick these in a composed type to avoid
+    global _start_increment
-    # angering the "i hate module scoped variables crowd" (yawn).
+    return _start_increment.setdefault(shm_token_name, trio.Event())
    ohlcv_shms: dict[int, list[ShmArray]] = {}
    # holds one-task-per-sample-period tasks which are spawned as-needed by
    # data feed requests with a given detected time step usually from
    # history loading.
    incrementers: dict[int, trio.CancelScope] = {}
    # holds all the ``tractor.Context`` remote subscriptions for
    # a particular sample period increment event: all subscribers are
    # notified on a step.
    subscribers: dict[int, tractor.Context] = {}
 async def increment_ohlc_buffer(
    delay_s: int,
    task_status: TaskStatus[trio.CancelScope] = trio.TASK_STATUS_IGNORED,
 ):
-    '''
+    """Task which inserts new bars into the provide shared memory array
    Task which inserts new bars into the provide shared memory array
    every ``delay_s`` seconds.
    This task fulfills 2 purposes:
@ -76,8 +58,8 @@ async def increment_ohlc_buffer(
    Note that if **no** actor has initiated this task then **none** of
    the underlying buffers will actually be incremented.
    """
    '''
    # # wait for brokerd to signal we should start sampling
    # await shm_incrementing(shm_token['shm_name']).wait()
@ -86,18 +68,19 @@ async def increment_ohlc_buffer(
    # to solve this is to make this task aware of the instrument's
    # tradable hours?
    global _incrementers
    # adjust delay to compensate for trio processing time
-    ad = min(sampler.ohlcv_shms.keys()) - 0.001
+    ad = min(_shms.keys()) - 0.001
    total_s = 0  # total seconds counted
-    lowest = min(sampler.ohlcv_shms.keys())
+    lowest = min(_shms.keys())
    lowest_shm = sampler.ohlcv_shms[lowest][0]
    ad = lowest - 0.001
    with trio.CancelScope() as cs:
        # register this time period step as active
-        sampler.incrementers[delay_s] = cs
+        _incrementers[delay_s] = cs
        task_status.started(cs)
        while True:
@ -107,10 +90,8 @@ async def increment_ohlc_buffer(
            total_s += lowest
            # increment all subscribed shm arrays
-            # TODO:
+            # TODO: this in ``numba``
-            # - this in ``numba``
+            for delay_s, shms in _shms.items():
            # - just lookup shms for this step instead of iterating?
            for delay_s, shms in sampler.ohlcv_shms.items():
                if total_s % delay_s != 0:
                    continue
@ -135,125 +116,72 @@ async def increment_ohlc_buffer(
                    # write to the buffer
                    shm.push(last)
-            await broadcast(delay_s, shm=lowest_shm)
+                # broadcast the buffer index step
-
+                # yield {'index': shm._last.value}
-
+                for ctx in _subscribers.get(delay_s, ()):
 async def broadcast(
    delay_s: int,
    shm: Optional[ShmArray] = None,
 ) -> None:
    '''
    Broadcast the given ``shm: ShmArray``'s buffer index step to any
    subscribers for a given sample period.
    The sent msg will include the first and last index which slice into
    the buffer's non-empty data.
    '''
    subs = sampler.subscribers.get(delay_s, ())
    first = last = -1
    if shm is None:
        periods = sampler.ohlcv_shms.keys()
        # if this is an update triggered by a history update there
        # might not actually be any sampling bus setup since there's
        # no "live feed" active yet.
        if periods:
            lowest = min(periods)
            shm = sampler.ohlcv_shms[lowest][0]
            first = shm._first.value
            last = shm._last.value
    for stream in subs:
                    try:
-            await stream.send({
+                        await ctx.send_yield({'index': shm._last.value})
                'first': first,
                'last': last,
                'index': last,
            })
                    except (
                        trio.BrokenResourceError,
                        trio.ClosedResourceError
                    ):
-            log.error(
+                        log.error(f'{ctx.chan.uid} dropped connection')
                f'{stream._ctx.chan.uid} dropped connection'
            )
            try:
                subs.remove(stream)
            except ValueError:
                log.warning(
                    f'{stream._ctx.chan.uid} sub already removed!?'
                )
-@tractor.context
+@tractor.stream
 async def iter_ohlc_periods(
    ctx: tractor.Context,
    delay_s: int,
 ) -> None:
-    '''
+    """
    Subscribe to OHLC sampling "step" events: when the time
    aggregation period increments, this event stream emits an index
    event.
-    '''
+    """
    # add our subscription
-    subs = sampler.subscribers.setdefault(delay_s, [])
+    global _subscribers
-    await ctx.started()
+    subs = _subscribers.setdefault(delay_s, [])
-    async with ctx.open_stream() as stream:
+    subs.append(ctx)
        subs.append(stream)
    try:
        # stream and block until cancelled
        await trio.sleep_forever()
    finally:
-            try:
+        subs.remove(ctx)
                subs.remove(stream)
            except ValueError:
                log.error(
                    f'iOHLC step stream was already dropped {ctx.chan.uid}?'
                )
 async def sample_and_broadcast(
-
+    bus: '_FeedBus',  # noqa
    bus: _FeedsBus,  # noqa
    shm: ShmArray,
    quote_stream: trio.abc.ReceiveChannel,
    brokername: str,
    sum_tick_vlm: bool = True,
 ) -> None:
    log.info("Started shared mem bar writer")
    overruns = Counter()
    # iterate stream delivered by broker
    async for quotes in quote_stream:
        # TODO: ``numba`` this!
-        for broker_symbol, quote in quotes.items():
+        for sym, quote in quotes.items():
-            # TODO: in theory you can send the IPC msg *before* writing
+
-            # to the sharedmem array to decrease latency, however, that
+            # TODO: in theory you can send the IPC msg *before*
-            # will require at least some way to prevent task switching
+            # writing to the sharedmem array to decrease latency,
-            # at the yield such that the array write isn't delayed while
+            # however, that will require `tractor.msg.pub` support
-            # another consumer is serviced..
+            # here or at least some way to prevent task switching
            # at the yield such that the array write isn't delayed
            # while another consumer is serviced..
            # start writing the shm buffer with appropriate
            # trade data
            for tick in quote['ticks']:
-            # TODO: we should probably not write every single
+                # if tick['type'] in ('utrade',):
-            # value to an OHLC sample stream XD
+                #     print(tick)
            # for a tick stream sure.. but this is excessive..
            ticks = quote['ticks']
            for tick in ticks:
                ticktype = tick['type']
                # write trade events to shm last OHLC sample
-                if ticktype in ('trade', 'utrade'):
+                if tick['type'] in ('trade', 'utrade'):
                    last = tick['price']
@ -299,221 +227,18 @@ async def sample_and_broadcast(
            # end up triggering backpressure which which will
            # eventually block this producer end of the feed and
            # thus other consumers still attached.
-            subs: list[
+            subs = bus._subscribers[sym.lower()]
                tuple[
                    Union[tractor.MsgStream, trio.MemorySendChannel],
                    tractor.Context,
                    Optional[float],  # tick throttle in Hz
                ]
            ] = bus._subscribers[broker_symbol.lower()]
            # NOTE: by default the broker backend doesn't append
            # it's own "name" into the fqsn schema (but maybe it
            # should?) so we have to manually generate the correct
            # key here.
            bsym = f'{broker_symbol}.{brokername}'
            lags: int = 0
            for (stream, ctx, tick_throttle) in subs:
            for ctx in subs:
                # print(f'sub is {ctx.chan.uid}')
                try:
-                    with trio.move_on_after(0.2) as cs:
+                    await ctx.send_yield({sym: quote})
                        if tick_throttle:
                            # this is a send mem chan that likely
                            # pushes to the ``uniform_rate_send()`` below.
                            try:
                                stream.send_nowait(
                                    (bsym, quote)
                                )
                            except trio.WouldBlock:
                                chan = ctx.chan
                                if ctx:
                                    log.warning(
                                        f'Feed overrun {bus.brokername} ->'
                                        f'{chan.uid} !!!'
                                    )
                                else:
                                    key = id(stream)
                                    overruns[key] += 1
                                    log.warning(
                                        f'Feed overrun {broker_symbol}'
                                        '@{bus.brokername} -> '
                                        f'feed @ {tick_throttle} Hz'
                                    )
                                    if overruns[key] > 6:
                                        # TODO: should we check for the
                                        # context being cancelled? this
                                        # could happen but the
                                        # channel-ipc-pipe is still up.
                                        if not chan.connected():
                                            log.warning(
                                                'Dropping broken consumer:\n'
                                                f'{broker_symbol}:'
                                                f'{ctx.cid}@{chan.uid}'
                                            )
                                            await stream.aclose()
                                            raise trio.BrokenResourceError
                                        else:
                                            log.warning(
                                                'Feed getting overrun bro!\n'
                                                f'{broker_symbol}:'
                                                f'{ctx.cid}@{chan.uid}'
                                            )
                                            continue
                        else:
                            await stream.send(
                                {bsym: quote}
                            )
                    if cs.cancelled_caught:
                        lags += 1
                        if lags > 10:
                            await tractor.breakpoint()
                except (
                    trio.BrokenResourceError,
-                    trio.ClosedResourceError,
+                    trio.ClosedResourceError
                    trio.EndOfChannel,
                ):
                    chan = ctx.chan
                    if ctx:
                        log.warning(
                            'Dropped `brokerd`-quotes-feed connection:\n'
                            f'{broker_symbol}:'
                            f'{ctx.cid}@{chan.uid}'
                        )
                    if tick_throttle:
                        assert stream._closed
                    # XXX: do we need to deregister here
                    # if it's done in the fee bus code?
                    # so far seems like no since this should all
-                    # be single-threaded. Doing it anyway though
+                    # be single-threaded.
-                    # since there seems to be some kinda race..
+                    log.error(f'{ctx.chan.uid} dropped connection')
                    try:
                        subs.remove((stream, tick_throttle))
                    except ValueError:
                        log.error(
                            f'Stream was already removed from subs!?\n'
                            f'{broker_symbol}:'
                            f'{ctx.cid}@{chan.uid}'
                        )
 # TODO: a less naive throttler, here's some snippets:
 # token bucket by njs:
 # https://gist.github.com/njsmith/7ea44ec07e901cb78ebe1dd8dd846cb9
 async def uniform_rate_send(
    rate: float,
    quote_stream: trio.abc.ReceiveChannel,
    stream: tractor.MsgStream,
    task_status: TaskStatus = trio.TASK_STATUS_IGNORED,
 ) -> None:
    # TODO: compute the approx overhead latency per cycle
    left_to_sleep = throttle_period = 1/rate - 0.000616
    # send cycle state
    first_quote = last_quote = None
    last_send = time.time()
    diff = 0
    task_status.started()
    while True:
        # compute the remaining time to sleep for this throttled cycle
        left_to_sleep = throttle_period - diff
        if left_to_sleep > 0:
            with trio.move_on_after(left_to_sleep) as cs:
                try:
                    sym, last_quote = await quote_stream.receive()
                except trio.EndOfChannel:
                    log.exception(f"feed for {stream} ended?")
                    break
                diff = time.time() - last_send
                if not first_quote:
                    first_quote = last_quote
                if (throttle_period - diff) > 0:
                    # received a quote but the send cycle period hasn't yet
                    # expired we aren't supposed to send yet so append
                    # to the tick frame.
                    # append quotes since last iteration into the last quote's
                    # tick array/buffer.
                    ticks = last_quote.get('ticks')
                    # XXX: idea for frame type data structure we could
                    # use on the wire instead of a simple list?
                    # frames = {
                    #     'index': ['type_a', 'type_c', 'type_n', 'type_n'],
                    #     'type_a': [tick0, tick1, tick2, .., tickn],
                    #     'type_b': [tick0, tick1, tick2, .., tickn],
                    #     'type_c': [tick0, tick1, tick2, .., tickn],
                    #     ...
                    #     'type_n': [tick0, tick1, tick2, .., tickn],
                    # }
                    # TODO: once we decide to get fancy really we should
                    # have a shared mem tick buffer that is just
                    # continually filled and the UI just ready from it
                    # at it's display rate.
                    if ticks:
                        first_quote['ticks'].extend(ticks)
                    # send cycle isn't due yet so continue waiting
                    continue
        if cs.cancelled_caught:
            # 2 cases:
            # no quote has arrived yet this cycle so wait for
            # the next one.
            if not first_quote:
                # if no last quote was received since the last send
                # cycle **AND** if we timed out waiting for a most
                # recent quote **but** the throttle cycle is now due to
                # be sent -> we want to immediately send the next
                # received quote ASAP.
                sym, first_quote = await quote_stream.receive()
            # we have a quote already so send it now.
        # measured_rate = 1 / (time.time() - last_send)
        # log.info(
        #     f'`{sym}` throttled send hz: {round(measured_rate, ndigits=1)}'
        # )
        # TODO: now if only we could sync this to the display
        # rate timing exactly lul
        try:
            await stream.send({sym: first_quote})
        except (
            # NOTE: any of these can be raised by ``tractor``'s IPC
            # transport-layer and we want to be highly resilient
            # to consumers which crash or lose network connection.
            # I.e. we **DO NOT** want to crash and propagate up to
            # ``pikerd`` these kinds of errors!
            trio.ClosedResourceError,
            trio.BrokenResourceError,
            ConnectionResetError,
        ):
            # if the feed consumer goes down then drop
            # out of this rate limiter
            log.warning(f'{stream} closed')
            await stream.aclose()
            return
        # reset send cycle state
        first_quote = last_quote = None
        diff = 0
        last_send = time.time()
--- a/piker/data/_sharedmem.py
+++ b/piker/data/_sharedmem.py
@ -15,45 +15,30 @@
 # along with this program.  If not, see <https://www.gnu.org/licenses/>.
 """
-NumPy compatible shared memory buffers for real-time IPC streaming.
+NumPy compatible shared memory buffers for real-time FSP.
 """
-from __future__ import annotations
+from dataclasses import dataclass, asdict
 from sys import byteorder
-import time
+from typing import List, Tuple, Optional
 from typing import Optional
 from multiprocessing.shared_memory import SharedMemory, _USE_POSIX
 from multiprocessing import resource_tracker as mantracker
 if _USE_POSIX:
    from _posixshmem import shm_unlink
 import tractor
 import numpy as np
 from pydantic import BaseModel
 from numpy.lib import recfunctions as rfn
 from ..log import get_logger
-from ._source import base_iohlc_dtype
+from ._source import base_ohlc_dtype, base_iohlc_dtype
 log = get_logger(__name__)
-# how  much is probably dependent on lifestyle
+# Tell the "resource tracker" thing to fuck off.
-_secs_in_day = int(60 * 60 * 24)
+class ManTracker(mantracker.ResourceTracker):
 # we try for a buncha times, but only on a run-every-other-day kinda week.
 _days_worth = 16
 _default_size = _days_worth * _secs_in_day
 # where to start the new data append index
 _rt_buffer_start = int((_days_worth - 1) * _secs_in_day)
 def cuckoff_mantracker():
    from multiprocessing import resource_tracker as mantracker
    # Tell the "resource tracker" thing to fuck off.
    class ManTracker(mantracker.ResourceTracker):
    def register(self, name, rtype):
        pass
@ -63,17 +48,15 @@ def cuckoff_mantracker():
    def ensure_running(self):
        pass
    # "know your land and know your prey"
    # https://www.dailymotion.com/video/x6ozzco
    mantracker._resource_tracker = ManTracker()
    mantracker.register = mantracker._resource_tracker.register
    mantracker.ensure_running = mantracker._resource_tracker.ensure_running
    # ensure_running = mantracker._resource_tracker.ensure_running
    mantracker.unregister = mantracker._resource_tracker.unregister
    mantracker.getfd = mantracker._resource_tracker.getfd
-
+# "know your land and know your prey"
-cuckoff_mantracker()
+# https://www.dailymotion.com/video/x6ozzco
 mantracker._resource_tracker = ManTracker()
 mantracker.register = mantracker._resource_tracker.register
 mantracker.ensure_running = mantracker._resource_tracker.ensure_running
 ensure_running = mantracker._resource_tracker.ensure_running
 mantracker.unregister = mantracker._resource_tracker.unregister
 mantracker.getfd = mantracker._resource_tracker.getfd
 class SharedInt:
@ -99,42 +82,30 @@ class SharedInt:
        if _USE_POSIX:
            # We manually unlink to bypass all the "resource tracker"
            # nonsense meant for non-SC systems.
-            name = self._shm.name
+            shm_unlink(self._shm.name)
            try:
                shm_unlink(name)
            except FileNotFoundError:
                # might be a teardown race here?
                log.warning(f'Shm for {name} already unlinked?')
-class _Token(BaseModel):
+@dataclass
-    '''
+class _Token:
-    Internal represenation of a shared memory "token"
+    """Internal represenation of a shared memory "token"
    which can be used to key a system wide post shm entry.
-
+    """
    '''
    class Config:
        frozen = True
    shm_name: str  # this servers as a "key" value
    shm_first_index_name: str
    shm_last_index_name: str
-    dtype_descr: tuple
+    dtype_descr: List[Tuple[str]]
-    @property
+    def __post_init__(self):
-    def dtype(self) -> np.dtype:
+        # np.array requires a list for dtype
-        return np.dtype(list(map(tuple, self.dtype_descr))).descr
+        self.dtype_descr = np.dtype(
            list(self.dtype_descr)).descr
    def as_msg(self):
-        return self.dict()
+        return asdict(self)
    @classmethod
-    def from_msg(cls, msg: dict) -> _Token:
+    def from_msg(self, msg: dict) -> '_Token':
-        if isinstance(msg, _Token):
+        return msg if isinstance(msg, _Token) else _Token(**msg)
            return msg
        msg['dtype_descr'] = tuple(map(tuple, msg['dtype_descr']))
        return _Token(**msg)
 # TODO: this api?
@ -157,23 +128,20 @@ def _make_token(
    key: str,
    dtype: Optional[np.dtype] = None,
 ) -> _Token:
-    '''
+    """Create a serializable token that can be used
    Create a serializable token that can be used
    to access a shared array.
-
+    """
    '''
    dtype = base_iohlc_dtype if dtype is None else dtype
    return _Token(
-        shm_name=key,
+        key,
-        shm_first_index_name=key + "_first",
+        key + "_first",
-        shm_last_index_name=key + "_last",
+        key + "_last",
-        dtype_descr=np.dtype(dtype).descr
+        np.dtype(dtype).descr
    )
 class ShmArray:
-    '''
+    """A shared memory ``numpy`` (compatible) array API.
    A shared memory ``numpy`` (compatible) array API.
    An underlying shared memory buffer is allocated based on
    a user specified ``numpy.ndarray``. This fixed size array
@ -183,7 +151,7 @@ class ShmArray:
    ``SharedInt`` interfaces) values such that multiple processes can
    interact with the same array using a synchronized-index.
-    '''
+    """
    def __init__(
        self,
        shmarr: np.ndarray,
@ -201,24 +169,19 @@ class ShmArray:
        self._len = len(shmarr)
        self._shm = shm
        self._post_init: bool = False
        # pushing data does not write the index (aka primary key)
        dtype = shmarr.dtype
        if dtype.fields:
        self._write_fields = list(shmarr.dtype.fields.keys())[1:]
        else:
            self._write_fields = None
    # TODO: ringbuf api?
    @property
    def _token(self) -> _Token:
        return _Token(
-            shm_name=self._shm.name,
+            self._shm.name,
-            shm_first_index_name=self._first._shm.name,
+            self._first._shm.name,
-            shm_last_index_name=self._last._shm.name,
+            self._last._shm.name,
-            dtype_descr=tuple(self._array.dtype.descr),
+            self._array.dtype.descr,
        )
    @property
@ -234,151 +197,44 @@ class ShmArray:
    @property
    def array(self) -> np.ndarray:
-        '''
+        return self._array[self._first.value:self._last.value]
        Return an up-to-date ``np.ndarray`` view of the
        so-far-written data to the underlying shm buffer.
        '''
        a = self._array[self._first.value:self._last.value]
        # first, last = self._first.value, self._last.value
        # a = self._array[first:last]
        # TODO: eventually comment this once we've not seen it in the
        # wild in a long time..
        # XXX: race where first/last indexes cause a reader
        # to load an empty array..
        if len(a) == 0 and self._post_init:
            raise RuntimeError('Empty array race condition hit!?')
            # breakpoint()
        return a
    def ustruct(
        self,
        fields: Optional[list[str]] = None,
        # type that all field values will be cast to
        # in the returned view.
        common_dtype: np.dtype = np.float,
    ) -> np.ndarray:
        array = self._array
        if fields:
            selection = array[fields]
            # fcount = len(fields)
        else:
            selection = array
            # fcount = len(array.dtype.fields)
        # XXX: manual ``.view()`` attempt that also doesn't work.
        # uview = selection.view(
        #     dtype='<f16',
        # ).reshape(-1, 4, order='A')
        # assert len(selection) == len(uview)
        u = rfn.structured_to_unstructured(
            selection,
            # dtype=float,
            copy=True,
        )
        # unstruct = np.ndarray(u.shape, dtype=a.dtype, buffer=shm.buf)
        # array[:] = a[:]
        return u
        # return ShmArray(
        #     shmarr=u,
        #     first=self._first,
        #     last=self._last,
        #     shm=self._shm
        # )
    def last(
        self,
        length: int = 1,
    ) -> np.ndarray:
        '''
        Return the last ``length``'s worth of ("row") entries from the
        array.
        '''
        return self.array[-length:]
    def push(
        self,
        data: np.ndarray,
        field_map: Optional[dict[str, str]] = None,
        prepend: bool = False,
        update_first: bool = True,
        start: Optional[int] = None,
    ) -> 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:
-            index = (start or self._first.value) - length
+            index = self._first.value - length
            if index < 0:
                raise ValueError(
                    f'Array size of {self._len} was overrun during prepend.\n'
                    f'You have passed {abs(index)} too many datums.'
                )
        else:
-            index = start if start is not None else self._last.value
+            index = self._last.value
        end = index + length
-        if field_map:
+        fields = self._write_fields
            src_names, dst_names = zip(*field_map.items())
        else:
            dst_names = src_names = self._write_fields
        try:
-            self._array[
+            self._array[fields][index:end] = data[fields][:]
-                list(dst_names)
+            if prepend:
            ][index:end] = data[list(src_names)][:]
            # NOTE: there was a race here between updating
            # the first and last indices and when the next reader
            # tries to access ``.array`` (which due to the index
            # overlap will be empty). Pretty sure we've fixed it now
            # but leaving this here as a reminder.
            if prepend and update_first and length:
                assert index < self._first.value
            if (
                index < self._first.value
                and update_first
            ):
                assert prepend, 'prepend=True not passed but index decreased?'
                self._first.value = index
-
+            else:
            elif not prepend:
                self._last.value = end
            self._post_init = True
            return end
        except ValueError as err:
-            if field_map:
+            # shoudl raise if diff detected
                raise
            # should raise if diff detected
            self.diff_err_fields(data)
            raise err
    def diff_err_fields(
@ -403,7 +259,6 @@ class ShmArray:
                f"Input array has unknown field(s): {only_in_theirs}"
            )
    # TODO: support "silent" prepends that don't update ._first.value?
    def prepend(
        self,
        data: np.ndarray,
@ -430,20 +285,21 @@ class ShmArray:
        ...
-def open_shm_array(
+# how  much is probably dependent on lifestyle
 _secs_in_day = int(60 * 60 * 12)
 _default_size = 2 * _secs_in_day
 def open_shm_array(
    key: Optional[str] = None,
    size: int = _default_size,
    dtype: Optional[np.dtype] = None,
    readonly: bool = False,
 ) -> ShmArray:
-    '''Open a memory shared ``numpy`` using the standard library.
+    """Open a memory shared ``numpy`` using the standard library.
    This call unlinks (aka permanently destroys) the buffer on teardown
    and thus should be used from the parent-most accessor (process).
-
+    """
    '''
    # create new shared mem segment for which we
    # have write permission
    a = np.zeros(size, dtype=dtype)
@ -454,11 +310,7 @@ def open_shm_array(
        create=True,
        size=a.nbytes
    )
-    array = np.ndarray(
+    array = np.ndarray(a.shape, dtype=a.dtype, buffer=shm.buf)
        a.shape,
        dtype=a.dtype,
        buffer=shm.buf
    )
    array[:] = a[:]
    array.setflags(write=int(not readonly))
@ -484,24 +336,7 @@ def open_shm_array(
        )
    )
-    # start the "real-time" updated section after 3-days worth of 1s
+    last.value = first.value = int(_secs_in_day)
    # sampled OHLC. this allows appending up to a days worth from
    # tick/quote feeds before having to flush to a (tsdb) storage
    # backend, and looks something like,
    # -------------------------
    # |              |        i
    # _________________________
    # <-------------> <------->
    #  history         real-time
    #
    # Once fully "prepended", the history section will leave the
    # ``ShmArray._start.value: int = 0`` and the yet-to-be written
    # real-time section will start at ``ShmArray.index: int``.
    # this sets the index to 3/4 of the length of the buffer
    # leaving a "days worth of second samples" for the real-time
    # section.
    last.value = first.value = _rt_buffer_start
    shmarr = ShmArray(
        array,
@ -515,7 +350,6 @@ 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)
@ -523,48 +357,27 @@ def open_shm_array(
 def attach_shm_array(
-    token: tuple[str, str, tuple[str, str]],
+    token: Tuple[str, str, Tuple[str, str]],
    size: int = _default_size,
    readonly: bool = True,
 ) -> ShmArray:
-    '''
+    """Attach to an existing shared memory array previously
    Attach to an existing shared memory array previously
    created by another process using ``open_shared_array``.
    No new shared mem is allocated but wrapper types for read/write
    access are constructed.
-
+    """
    '''
    token = _Token.from_msg(token)
    key = token.shm_name
    if key in _known_tokens:
        assert _Token.from_msg(_known_tokens[key]) == token, "WTF"
    # XXX: ugh, looks like due to the ``shm_open()`` C api we can't
    # actually place files in a subdir, see discussion here:
    # https://stackoverflow.com/a/11103289
    # attach to array buffer and view as per dtype
-    _err: Optional[Exception] = None
+    shm = SharedMemory(name=key)
    for _ in range(3):
        try:
            shm = SharedMemory(
                name=key,
                create=False,
            )
            break
        except OSError as oserr:
            _err = oserr
            time.sleep(0.1)
    else:
        if _err:
            raise _err
    shmarr = np.ndarray(
        (size,),
-        dtype=token.dtype,
+        dtype=token.dtype_descr,
        buffer=shm.buf
    )
    shmarr.setflags(write=int(not readonly))
@ -612,10 +425,8 @@ def maybe_open_shm_array(
    key: str,
    dtype: Optional[np.dtype] = None,
    **kwargs,
-
+) -> Tuple[ShmArray, bool]:
-) -> tuple[ShmArray, bool]:
+    """Attempt to attach to a shared memory block using a "key" lookup
    '''
    Attempt to attach to a shared memory block using a "key" lookup
    to registered blocks in the users overall "system" registry
    (presumes you don't have the block's explicit token).
@ -629,8 +440,7 @@ def maybe_open_shm_array(
    If you know the explicit ``_Token`` for your memory segment instead
    use ``attach_shm_array``.
-
+    """
    '''
    try:
        # see if we already know this key
        token = _known_tokens[key]
@ -650,35 +460,3 @@ def maybe_open_shm_array(
        # to fail if a block has been allocated
        # on the OS by someone else.
        return open_shm_array(key=key, dtype=dtype, **kwargs), True
 def try_read(
    array: np.ndarray
 ) -> Optional[np.ndarray]:
    '''
    Try to read the last row from a shared mem array or ``None``
    if the array read returns a zero-length array result.
    Can be used to check for backfilling race conditions where an array
    is currently being (re-)written by a writer actor but the reader is
    unaware and reads during the window where the first and last indexes
    are being updated.
    '''
    try:
        return array[-1]
    except IndexError:
        # XXX: race condition with backfilling shm.
        #
        # the underlying issue is that a backfill (aka prepend) and subsequent
        # shm array first/last index update could result in an empty array
        # read here since the indices may be updated in such a way that
        # a read delivers an empty array (though it seems like we
        # *should* be able to prevent that?). also, as and alt and
        # something we need anyway, maybe there should be some kind of
        # signal that a prepend is taking place and this consumer can
        # respond (eg. redrawing graphics) accordingly.
        # the array read was emtpy
        return None
--- a/piker/data/_source.py
+++ b/piker/data/_source.py
@ -1,5 +1,5 @@
 # piker: trading gear for hackers
-# Copyright (C) 2018-present  Tyler Goodlet (in stewardship for piker0)
+# 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
@ -17,12 +17,11 @@
 """
 numpy data source coversion helpers.
 """
-from __future__ import annotations
+from typing import Dict, Any, List
 from typing import Any
 import decimal
 from bidict import bidict
 import numpy as np
 import pandas as pd
 from pydantic import BaseModel
 # from numba import from_dtype
@ -33,7 +32,7 @@ ohlc_fields = [
    ('high', float),
    ('low', float),
    ('close', float),
-    ('volume', float),
+    ('volume', int),
    ('bar_wap', float),
 ]
@ -48,37 +47,21 @@ base_ohlc_dtype = np.dtype(ohlc_fields)
 # https://github.com/numba/numba/issues/4511
 # numba_ohlc_dtype = from_dtype(base_ohlc_dtype)
-# map time frame "keys" to seconds values
+# map time frame "keys" to minutes values
-tf_in_1s = bidict({
+tf_in_1m = {
-    1: '1s',
+    '1m': 1,
-    60: '1m',
+    '5m':  5,
-    60*5: '5m',
+    '15m': 15,
-    60*15: '15m',
+    '30m':  30,
-    60*30: '30m',
+    '1h': 60,
-    60*60: '1h',
+    '4h': 240,
-    60*60*24: '1d',
+    '1d': 1440,
-})
+}
 def mk_fqsn(
    provider: str,
    symbol: str,
 ) -> str:
    '''
    Generate a "fully qualified symbol name" which is
    a reverse-hierarchical cross broker/provider symbol
    '''
    return '.'.join([symbol, provider]).lower()
 def float_digits(
    value: float,
 ) -> int:
    if value == 0:
        return 0
    return int(-decimal.Decimal(str(value)).as_tuple().exponent)
@ -92,166 +75,94 @@ def ohlc_zeros(length: int) -> np.ndarray:
    return np.zeros(length, dtype=base_ohlc_dtype)
 def unpack_fqsn(fqsn: str) -> tuple[str, str, str]:
    '''
    Unpack a fully-qualified-symbol-name to ``tuple``.
    '''
    venue = ''
    suffix = ''
    # TODO: probably reverse the order of all this XD
    tokens = fqsn.split('.')
    if len(tokens) < 3:
        # probably crypto
        symbol, broker = tokens
        return (
            broker,
            symbol,
            '',
        )
    elif len(tokens) > 3:
        symbol, venue, suffix, broker = tokens
    else:
        symbol, venue, broker = tokens
        suffix = ''
    # head, _, broker = fqsn.rpartition('.')
    # symbol, _, suffix = head.rpartition('.')
    return (
        broker,
        '.'.join([symbol, venue]),
        suffix,
    )
 class Symbol(BaseModel):
-    '''
+    """I guess this is some kinda container thing for dealing with
    I guess this is some kinda container thing for dealing with
    all the different meta-data formats from brokers?
-    '''
+    Yah, i guess dats what it izz.
    """
    key: str
    tick_size: float = 0.01
-    lot_tick_size: float = 0.0  # "volume" precision as min step value
+    lot_tick_size: float = 0.01  # "volume" precision as min step value
-    tick_size_digits: int = 2
+    broker_info: Dict[str, Dict[str, Any]] = {}
    lot_size_digits: int = 0
    suffix: str = ''
    broker_info: dict[str, dict[str, Any]] = {}
    # specifies a "class" of financial instrument
    # ex. stock, futer, option, bond etc.
-
+    type_key: str
    # @validate_arguments
    @classmethod
    def from_broker_info(
        cls,
        broker: str,
        symbol: str,
        info: dict[str, Any],
        suffix: str = '',
    # XXX: like wtf..
    # ) -> 'Symbol':
    ) -> None:
        tick_size = info.get('price_tick_size', 0.01)
        lot_tick_size = info.get('lot_tick_size', 0.0)
        return Symbol(
            key=symbol,
            tick_size=tick_size,
            lot_tick_size=lot_tick_size,
            tick_size_digits=float_digits(tick_size),
            lot_size_digits=float_digits(lot_tick_size),
            suffix=suffix,
            broker_info={broker: info},
        )
    @classmethod
    def from_fqsn(
        cls,
        fqsn: str,
        info: dict[str, Any],
    # XXX: like wtf..
    # ) -> 'Symbol':
    ) -> None:
        broker, key, suffix = unpack_fqsn(fqsn)
        return cls.from_broker_info(
            broker,
            key,
            info=info,
            suffix=suffix,
        )
    @property
-    def type_key(self) -> str:
+    def brokers(self) -> List[str]:
        return list(self.broker_info.values())[0]['asset_type']
    @property
    def brokers(self) -> list[str]:
        return list(self.broker_info.keys())
-    def nearest_tick(self, value: float) -> float:
+    def digits(self) -> int:
-        '''
+        """Return the trailing number of digits specified by the min
-        Return the nearest tick value based on mininum increment.
+        tick size for the instrument.
-        '''
+        """
        return float_digits(self.tick_size)
    def lot_digits(self) -> int:
        return float_digits(self.lot_tick_size)
    def nearest_tick(self, value: float) -> float:
        """Return the nearest tick value based on mininum increment.
        """
        mult = 1 / self.tick_size
        return round(value * mult) / mult
    def front_feed(self) -> tuple[str, str]:
        '''
        Return the "current" feed key for this symbol.
-        (i.e. the broker + symbol key in a tuple).
+def from_df(
    df: pd.DataFrame,
    source=None,
    default_tf=None
 ) -> np.recarray:
    """Convert OHLC formatted ``pandas.DataFrame`` to ``numpy.recarray``.
-        '''
+    """
-        return (
+    df.reset_index(inplace=True)
            list(self.broker_info.keys())[0],
            self.key,
        )
-    def tokens(self) -> tuple[str]:
+    # hackery to convert field names
-        broker, key = self.front_feed()
+    date = 'Date'
-        if self.suffix:
+    if 'date' in df.columns:
-            return (key, self.suffix, broker)
+        date = 'date'
        else:
            return (key, broker)
-    def front_fqsn(self) -> str:
+    # convert to POSIX time
-        '''
+    df[date] = [d.timestamp() for d in df[date]]
        fqsn = "fully qualified symbol name"
-        Basically the idea here is for all client-ish code (aka programs/actors
+    # try to rename from some camel case
-        that ask the provider agnostic layers in the stack for data) should be
+    columns = {
-        able to tell which backend / venue / derivative each data feed/flow is
+        'Date': 'time',
-        from by an explicit string key of the current form:
+        'date': 'time',
        'Open': 'open',
        'High': 'high',
        'Low': 'low',
        'Close': 'close',
        'Volume': 'volume',
-        <instrumentname>.<venue>.<suffixwithmetadata>.<brokerbackendname>
+        # most feeds are providing this over sesssion anchored
        'vwap': 'bar_wap',
-        TODO: I have thoughts that we should actually change this to be
+        # XXX: ib_insync calls this the "wap of the bar"
-        more like an "attr lookup" (like how the web should have done
+        # but no clue what is actually is...
-        urls, but marketting peeps ruined it etc. etc.):
+        # https://github.com/pikers/piker/issues/119#issuecomment-729120988
        'average': 'bar_wap',
    }
-        <broker>.<venue>.<instrumentname>.<suffixwithmetadata>
+    df = df.rename(columns=columns)
-        '''
+    for name in df.columns:
-        tokens = self.tokens()
+        # if name not in base_ohlc_dtype.names[1:]:
-        fqsn = '.'.join(tokens)
+        if name not in base_ohlc_dtype.names:
-        return fqsn
+            del df[name]
-    def iterfqsns(self) -> list[str]:
+    # TODO: it turns out column access on recarrays is actually slower:
-        keys = []
+    # https://jakevdp.github.io/PythonDataScienceHandbook/02.09-structured-data-numpy.html#RecordArrays:-Structured-Arrays-with-a-Twist
-        for broker in self.broker_info.keys():
+    # it might make sense to make these structured arrays?
-            fqsn = mk_fqsn(self.key, broker)
+    array = df.to_records(index=False)
-            if self.suffix:
+    _nan_to_closest_num(array)
                fqsn += f'.{self.suffix}'
            keys.append(fqsn)
-        return keys
+    return array
 def _nan_to_closest_num(array: np.ndarray):
--- a/piker/data/_web_bs.py
+++ b/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, AsyncGenerator
+from typing import Any, Callable
 import json
 import trio
@ -53,13 +53,11 @@ class NoBsWs:
    def __init__(
        self,
        url: str,
        token: str,
        stack: AsyncExitStack,
        fixture: Callable,
        serializer: ModuleType = json,
    ):
        self.url = url
        self.token = token
        self.fixture = fixture
        self._stack = stack
        self._ws: 'WebSocketConnection' = None  # noqa
@ -83,15 +81,9 @@ class NoBsWs:
                    trio_websocket.open_websocket_url(self.url)
                )
                # rerun user code fixture
                if self.token == '':
                ret = await self._stack.enter_async_context(
                    self.fixture(self)
                )
                else:
                    ret = await self._stack.enter_async_context(
                        self.fixture(self, self.token)
                    )
                assert ret is None
                log.info(f'Connection success: {self.url}')
@ -135,14 +127,12 @@ async def open_autorecon_ws(
    # TODO: proper type annot smh
    fixture: Callable,
-    # used for authenticated websockets
+):
    token: str = '',
 ) -> AsyncGenerator[tuple[...],  NoBsWs]:
    """Apparently we can QoS for all sorts of reasons..so catch em.
    """
    async with AsyncExitStack() as stack:
-        ws = NoBsWs(url, token, stack, fixture=fixture)
+        ws = NoBsWs(url, stack, fixture=fixture)
        await ws._connect()
        try:
--- a/piker/data/cli.py
+++ b/piker/data/cli.py
@ -16,34 +16,26 @@
 """
 marketstore cli.
 """
 from typing import List
 from functools import partial
 from pprint import pformat
 from anyio_marketstore import open_marketstore_client
 import trio
 import tractor
 import click
 import numpy as np
 from .marketstore import (
    get_client,
-    # stream_quotes,
+    stream_quotes,
    ingest_quote_stream,
-    # _url,
+    _url,
    _tick_tbk_ids,
    mk_tbk,
 )
 from ..cli import cli
 from .. import watchlists as wl
 from ..log import get_logger
 from ._sharedmem import (
    maybe_open_shm_array,
 )
 from ._source import (
    base_iohlc_dtype,
 )
 log = get_logger(__name__)
@ -57,58 +49,51 @@ log = get_logger(__name__)
 )
@click.argument('names', nargs=-1)
@click.pass_obj
-def ms_stream(
+def ms_stream(config: dict, names: List[str], url: str):
-    config: dict,
+    """Connect to a marketstore time bucket stream for (a set of) symbols(s)
    names: list[str],
    url: str,
 ) -> None:
    '''
    Connect to a marketstore time bucket stream for (a set of) symbols(s)
    and print to console.
-
+    """
    '''
    async def main():
-        # async for quote in stream_quotes(symbols=names):
+        async for quote in stream_quotes(symbols=names):
-        #    log.info(f"Received quote:\n{quote}")
+            log.info(f"Received quote:\n{quote}")
        ...
    trio.run(main)
-# @cli.command()
+@cli.command()
-# @click.option(
+@click.option(
-#     '--url',
+    '--url',
-#     default=_url,
+    default=_url,
-#     help='HTTP URL of marketstore instance'
+    help='HTTP URL of marketstore instance'
-# )
+)
-# @click.argument('names', nargs=-1)
+@click.argument('names', nargs=-1)
-# @click.pass_obj
+@click.pass_obj
-# def ms_destroy(config: dict, names: list[str], url: str) -> None:
+def ms_destroy(config: dict, names: List[str], url: str) -> None:
-#     """Destroy symbol entries in the local marketstore instance.
+    """Destroy symbol entries in the local marketstore instance.
-#     """
+    """
-#     async def main():
+    async def main():
-#         nonlocal names
+        nonlocal names
-#         async with get_client(url) as client:
+        async with get_client(url) as client:
-# 
+
-#             if not names:
+            if not names:
-#                 names = await client.list_symbols()
+                names = await client.list_symbols()
-# 
+
-#             # default is to wipe db entirely.
+            # default is to wipe db entirely.
-#             answer = input(
+            answer = input(
-#                 "This will entirely wipe you local marketstore db @ "
+                "This will entirely wipe you local marketstore db @ "
-#                 f"{url} of the following symbols:\n {pformat(names)}"
+                f"{url} of the following symbols:\n {pformat(names)}"
-#                 "\n\nDelete [N/y]?\n")
+                "\n\nDelete [N/y]?\n")
-# 
+
-#             if answer == 'y':
+            if answer == 'y':
-#                 for sym in names:
+                for sym in names:
-#                     # tbk = _tick_tbk.format(sym)
+                    # tbk = _tick_tbk.format(sym)
-#                     tbk = tuple(sym, *_tick_tbk_ids)
+                    tbk = tuple(sym, *_tick_tbk_ids)
-#                     print(f"Destroying {tbk}..")
+                    print(f"Destroying {tbk}..")
-#                     await client.destroy(mk_tbk(tbk))
+                    await client.destroy(mk_tbk(tbk))
-#             else:
+            else:
-#                 print("Nothing deleted.")
+                print("Nothing deleted.")
-# 
+
-#     tractor.run(main)
+    tractor.run(main)
@cli.command()
@ -117,53 +102,41 @@ def ms_stream(
    is_flag=True,
    help='Enable tractor logging')
@click.option(
-    '--host',
+    '--url',
-    default='localhost'
+    default=_url,
    help='HTTP URL of marketstore instance'
 )
-@click.option(
+@click.argument('name', nargs=1, required=True)
    '--port',
    default=5993
 )
@click.argument('symbols', nargs=-1)
@click.pass_obj
-def storesh(
+def ms_shell(config, name, tl, url):
-    config,
+    """Start an IPython shell ready to query the local marketstore db.
-    tl,
+    """
    host,
    port,
    symbols: list[str],
 ):
    '''
    Start an IPython shell ready to query the local marketstore db.
    '''
    from piker.data.marketstore import tsdb_history_update
    from piker._daemon import open_piker_runtime
    async def main():
-        nonlocal symbols
+        async with get_client(url) as client:
            query = client.query  # noqa
            # TODO: write magics to query marketstore
            from IPython import embed
            embed()
-        async with open_piker_runtime(
+    tractor.run(main)
            'storesh',
            enable_modules=['piker.data._ahab'],
        ):
            symbol = symbols[0]
            await tsdb_history_update(symbol)
    trio.run(main)
@cli.command()
@click.option('--test-file', '-t', help='Test quote stream file')
@click.option('--tl', is_flag=True, help='Enable tractor logging')
@click.option('--tl', is_flag=True, help='Enable tractor logging')
@click.option(
    '--url',
    default=_url,
    help='HTTP URL of marketstore instance'
 )
@click.argument('name', nargs=1, required=True)
@click.pass_obj
-def ingest(config, name, test_file, tl):
+def ingest(config, name, test_file, tl, url):
-    '''
+    """Ingest real-time broker quotes and ticks to a marketstore instance.
-    Ingest real-time broker quotes and ticks to a marketstore instance.
+    """
    '''
    # global opts
    brokermod = config['brokermod']
    loglevel = config['loglevel']
    tractorloglevel = config['tractorloglevel']
    # log = config['log']
@ -172,25 +145,15 @@ def ingest(config, name, test_file, tl):
    watchlists = wl.merge_watchlist(watchlist_from_file, wl._builtins)
    symbols = watchlists[name]
-    grouped_syms = {}
+    tractor.run(
-    for sym in symbols:
+        partial(
        symbol, _, provider = sym.rpartition('.')
        if provider not in grouped_syms:
            grouped_syms[provider] = []
        grouped_syms[provider].append(symbol)
    async def entry_point():
        async with tractor.open_nursery() as n:
            for provider, symbols in grouped_syms.items(): 
                await n.run_in_actor(
            ingest_quote_stream,
-                    name='ingest_marketstore',
+            symbols,
-                    symbols=symbols,
+            brokermod.name,
                    brokername=provider,
            tries=1,
-                    actorloglevel=loglevel,
+            loglevel=loglevel,
-                    loglevel=tractorloglevel
+        ),
        name='ingest_marketstore',
        loglevel=tractorloglevel,
        debug_mode=True,
    )
    tractor.run(entry_point)
--- a/piker/data/feed.py
+++ b/piker/data/feed.py
--- a/piker/data/marketstore.py
+++ b/piker/data/marketstore.py
@ -14,200 +14,36 @@
 # 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/>.
-'''
+"""
 ``marketstore`` integration.
 - client management routines
 - ticK data ingest routines
 - websocket client for subscribing to write triggers
 - todo: tick sequence stream-cloning for testing
-
+- todo: docker container management automation
-'''
+"""
-from __future__ import annotations
+from contextlib import asynccontextmanager
-from contextlib import asynccontextmanager as acm
+from typing import Dict, Any, List, Callable, Tuple
 from datetime import datetime
 from pprint import pformat
 from typing import (
    Any,
    Optional,
    Union,
    TYPE_CHECKING,
 )
 import time
 from math import isnan
 from bidict import bidict
 import msgpack
 import pyqtgraph as pg
 import numpy as np
 import pandas as pd
 import pymarketstore as pymkts
 import tractor
 from trio_websocket import open_websocket_url
 from anyio_marketstore import (
    open_marketstore_client,
    MarketstoreClient,
    Params,
 )
 import pendulum
 import purerpc
 if TYPE_CHECKING:
    import docker
    from ._ahab import DockerContainer
 from .feed import maybe_open_feed
 from ..log import get_logger, get_console_log
 from ..data import open_feed
 log = get_logger(__name__)
-
+_tick_tbk_ids: Tuple[str, str] = ('1Sec', 'TICK')
 # container level config
 _config = {
    'grpc_listen_port': 5995,
    'ws_listen_port': 5993,
    'log_level': 'debug',
 }
 _yaml_config = '''
 # piker's ``marketstore`` config.
 # mount this config using:
 # sudo docker run --mount \
 # type=bind,source="$HOME/.config/piker/",target="/etc" -i -p \
 # 5993:5993 alpacamarkets/marketstore:latest
 root_directory: data
 listen_port: {ws_listen_port}
 grpc_listen_port: {grpc_listen_port}
 log_level: {log_level}
 queryable: true
 stop_grace_period: 0
 wal_rotate_interval: 5
 stale_threshold: 5
 enable_add: true
 enable_remove: false
 triggers:
  - module: ondiskagg.so
    on: "*/1Sec/OHLCV"
    config:
        # filter: "nasdaq"
        destinations:
            - 1Min
            - 5Min
            - 15Min
            - 1H
            - 1D
  - module: stream.so
    on: '*/*/*'
    # config:
    #     filter: "nasdaq"
 '''.format(**_config)
 def start_marketstore(
    client: docker.DockerClient,
    **kwargs,
 ) -> tuple[DockerContainer, dict[str, Any]]:
    '''
    Start and supervise a marketstore instance with its config bind-mounted
    in from the piker config directory on the system.
    The equivalent cli cmd to this code is:
        sudo docker run --mount \
        type=bind,source="$HOME/.config/piker/",target="/etc" -i -p \
        5993:5993 alpacamarkets/marketstore:latest
    '''
    import os
    import docker
    from .. import config
    get_console_log('info', name=__name__)
    mktsdir = os.path.join(config._config_dir, 'marketstore')
    # create when dne
    if not os.path.isdir(mktsdir):
        os.mkdir(mktsdir)
    yml_file = os.path.join(mktsdir, 'mkts.yml')
    if not os.path.isfile(yml_file):
        log.warning(
            f'No `marketstore` config exists?: {yml_file}\n'
            'Generating new file from template:\n'
            f'{_yaml_config}\n'
        )
        with open(yml_file, 'w') as yf:
            yf.write(_yaml_config)
    # create a mount from user's local piker config dir into container
    config_dir_mnt = docker.types.Mount(
        target='/etc',
        source=mktsdir,
        type='bind',
    )
    # create a user config subdir where the marketstore
    # backing filesystem database can be persisted.
    persistent_data_dir = os.path.join(
        mktsdir, 'data',
    )
    if not os.path.isdir(persistent_data_dir):
        os.mkdir(persistent_data_dir)
    data_dir_mnt = docker.types.Mount(
        target='/data',
        source=persistent_data_dir,
        type='bind',
    )
    dcntr: DockerContainer = client.containers.run(
        'alpacamarkets/marketstore:latest',
        # do we need this for cmds?
        # '-i',
        # '-p 5993:5993',
        ports={
            '5993/tcp': 5993,  # jsonrpc / ws?
            '5995/tcp': 5995,  # grpc
        },
        mounts=[
            config_dir_mnt,
            data_dir_mnt,
        ],
        detach=True,
        # stop_signal='SIGINT',
        init=True,
        # remove=True,
    )
    return (
        dcntr,
        _config,
        # expected startup and stop msgs
        "launching tcp listener for all services...",
        "exiting...",
    )
 _tick_tbk_ids: tuple[str, str] = ('1Sec', 'TICK')
 _tick_tbk: str = '{}/' + '/'.join(_tick_tbk_ids)
-
+_url: str = 'http://localhost:5993/rpc'
 _tick_dt = [
    # these two are required for as a "primary key"
    ('Epoch', 'i8'),
    ('Nanoseconds', 'i4'),
    ('IsTrade', 'i1'),
    ('IsBid', 'i1'),
    ('Price', 'f4'),
    ('Size', 'f4')
 ]
 _quote_dt = [
    # these two are required for as a "primary key"
    ('Epoch', 'i8'),
@ -225,7 +61,6 @@ _quote_dt = [
    # ('brokerd_ts', 'i64'),
    # ('VWAP', 'f4')
 ]
 _quote_tmp = {}.fromkeys(dict(_quote_dt).keys(), np.nan)
 _tick_map = {
    'Up': 1,
@ -234,52 +69,31 @@ _tick_map = {
    None: np.nan,
 }
 _ohlcv_dt = [
    # these two are required for as a "primary key"
    ('Epoch', 'i8'),
    # ('Nanoseconds', 'i4'),
-    # ohlcv sampling
+class MarketStoreError(Exception):
-    ('Open', 'f4'),
+    "Generic marketstore client error"
    ('High', 'f4'),
    ('Low', 'f4'),
    ('Close', 'f4'),
    ('Volume', 'f4'),
 ]
-ohlc_key_map = bidict({
+def err_on_resp(response: dict) -> None:
-    'Epoch': 'time',
+    """Raise any errors found in responses from client request.
-    'Open': 'open',
+    """
-    'High': 'high',
+    responses = response['responses']
-    'Low': 'low',
+    if responses is not None:
-    'Close': 'close',
+        for r in responses:
-    'Volume': 'volume',
+            err = r['error']
-})
+            if err:
-
+                raise MarketStoreError(err)
 def mk_tbk(keys: tuple[str, str, str]) -> str:
    '''
    Generate a marketstore table key from a tuple.
    Converts,
        ``('SPY', '1Sec', 'TICK')`` -> ``"SPY/1Sec/TICK"```
    '''
    return '/'.join(keys)
 def quote_to_marketstore_structarray(
-    quote: dict[str, Any],
+    quote: Dict[str, Any],
-    last_fill: Optional[float]
+    last_fill: str,
 ) -> np.array:
-    '''
+    """Return marketstore writeable structarray from quote ``dict``.
-    Return marketstore writeable structarray from quote ``dict``.
+    """
    '''
    if last_fill:
        # new fill bby
-        now = int(pendulum.parse(last_fill).timestamp)
+        now = timestamp(last_fill)
    else:
        # this should get inserted upstream by the broker-client to
        # subtract from IPC latency
@ -287,7 +101,7 @@ def quote_to_marketstore_structarray(
    secs, ns = now / 10**9, now % 10**9
-    # pack into list[tuple[str, Any]]
+    # pack into List[Tuple[str, Any]]
    array_input = []
    # insert 'Epoch' entry first and then 'Nanoseconds'.
@ -309,467 +123,146 @@ def quote_to_marketstore_structarray(
    return np.array([tuple(array_input)], dtype=_quote_dt)
-@acm
+def timestamp(datestr: str) -> int:
    """Return marketstore compatible 'Epoch' integer in nanoseconds
    from a date formatted str.
    """
    return int(pd.Timestamp(datestr).value)
 def mk_tbk(keys: Tuple[str, str, str]) -> str:
    """Generate a marketstore table key from a tuple.
    Converts,
        ``('SPY', '1Sec', 'TICK')`` -> ``"SPY/1Sec/TICK"```
    """
    return '{}/' + '/'.join(keys)
 class Client:
    """Async wrapper around the alpaca ``pymarketstore`` sync client.
    This will server as the shell for building out a proper async client
    that isn't horribly documented and un-tested..
    """
    def __init__(self, url: str):
        self._client = pymkts.Client(url)
    async def _invoke(
        self,
        meth: Callable,
        *args,
        **kwargs,
    ) -> Any:
        return err_on_resp(meth(*args, **kwargs))
    async def destroy(
        self,
        tbk: Tuple[str, str, str],
    ) -> None:
        return await self._invoke(self._client.destroy, mk_tbk(tbk))
    async def list_symbols(
        self,
        tbk: str,
    ) -> List[str]:
        return await self._invoke(self._client.list_symbols, mk_tbk(tbk))
    async def write(
        self,
        symbol: str,
        array: np.ndarray,
    ) -> None:
        start = time.time()
        await self._invoke(
            self._client.write,
            array,
            _tick_tbk.format(symbol),
            isvariablelength=True
        )
        log.debug(f"{symbol} write time (s): {time.time() - start}")
    def query(
        self,
        symbol,
        tbk: Tuple[str, str] = _tick_tbk_ids,
    ) -> pd.DataFrame:
        # XXX: causes crash
        # client.query(pymkts.Params(symbol, '*', 'OHCLV'
        result = self._client.query(
            pymkts.Params(symbol, *tbk),
        )
        return result.first().df()
@asynccontextmanager
 async def get_client(
-    host: str = 'localhost',
+    url: str = _url,
-    port: int = 5995
+) -> Client:
-
+    yield Client(url)
 ) -> MarketstoreClient:
    '''
    Load a ``anyio_marketstore`` grpc client connected
    to an existing ``marketstore`` server.
    '''
    async with open_marketstore_client(
        host,
        port
    ) as client:
        yield client
 class MarketStoreError(Exception):
    "Generic marketstore client error"
 # def err_on_resp(response: dict) -> None:
 #     """Raise any errors found in responses from client request.
 #     """
 #     responses = response['responses']
 #     if responses is not None:
 #         for r in responses:
 #             err = r['error']
 #             if err:
 #                 raise MarketStoreError(err)
 # map of seconds ints to "time frame" accepted keys
 tf_in_1s = bidict({
    1: '1Sec',
    60: '1Min',
    60*5: '5Min',
    60*15: '15Min',
    60*30: '30Min',
    60*60: '1H',
    60*60*24: '1D',
 })
 class Storage:
    '''
    High level storage api for both real-time and historical ingest.
    '''
    def __init__(
        self,
        client: MarketstoreClient,
    ) -> None:
        # TODO: eventually this should be an api/interface type that
        # ensures we can support multiple tsdb backends.
        self.client = client
        # series' cache from tsdb reads
        self._arrays: dict[str, np.ndarray] = {}
    async def list_keys(self) -> list[str]:
        return await self.client.list_symbols()
    async def search_keys(self, pattern: str) -> list[str]:
        '''
        Search for time series key in the storage backend.
        '''
        ...
    async def write_ticks(self, ticks: list) -> None:
        ...
    async def load(
        self,
        fqsn: str,
    ) -> tuple[
        dict[int, np.ndarray],  # timeframe (in secs) to series
        Optional[datetime],  # first dt
        Optional[datetime],  # last dt
    ]:
        first_tsdb_dt, last_tsdb_dt = None, None
        tsdb_arrays = await self.read_ohlcv(
            fqsn,
            # on first load we don't need to pull the max
            # history per request size worth.
            limit=3000,
        )
        log.info(f'Loaded tsdb history {tsdb_arrays}')
        if tsdb_arrays:
            fastest = list(tsdb_arrays.values())[0]
            times = fastest['Epoch']
            first, last = times[0], times[-1]
            first_tsdb_dt, last_tsdb_dt = map(
                pendulum.from_timestamp, [first, last]
            )
        return tsdb_arrays, first_tsdb_dt, last_tsdb_dt
    async def read_ohlcv(
        self,
        fqsn: str,
        timeframe: Optional[Union[int, str]] = None,
        end: Optional[int] = None,
        limit: int = int(800e3),
    ) -> tuple[
        MarketstoreClient,
        Union[dict, np.ndarray]
    ]:
        client = self.client
        syms = await client.list_symbols()
        if fqsn not in syms:
            return {}
        tfstr = tf_in_1s[1]
        params = Params(
            symbols=fqsn,
            timeframe=tfstr,
            attrgroup='OHLCV',
            end=end,
            # limit_from_start=True,
            # TODO: figure the max limit here given the
            # ``purepc`` msg size limit of purerpc: 33554432
            limit=limit,
        )
        if timeframe is None:
            log.info(f'starting {fqsn} tsdb granularity scan..')
            # loop through and try to find highest granularity
            for tfstr in tf_in_1s.values():
                try:
                    log.info(f'querying for {tfstr}@{fqsn}')
                    params.set('timeframe', tfstr)
                    result = await client.query(params)
                    break
                except purerpc.grpclib.exceptions.UnknownError:
                    # XXX: this is already logged by the container and
                    # thus shows up through `marketstored` logs relay.
                    # log.warning(f'{tfstr}@{fqsn} not found')
                    continue
            else:
                return {}
        else:
            result = await client.query(params)
        # TODO: it turns out column access on recarrays is actually slower:
        # https://jakevdp.github.io/PythonDataScienceHandbook/02.09-structured-data-numpy.html#RecordArrays:-Structured-Arrays-with-a-Twist
        # it might make sense to make these structured arrays?
        # Fill out a `numpy` array-results map
        arrays = {}
        for fqsn, data_set in result.by_symbols().items():
            arrays.setdefault(fqsn, {})[
                tf_in_1s.inverse[data_set.timeframe]
            ] = data_set.array
        return arrays[fqsn][timeframe] if timeframe else arrays[fqsn]
    async def delete_ts(
        self,
        key: str,
        timeframe: Optional[Union[int, str]] = None,
    ) -> bool:
        client = self.client
        syms = await client.list_symbols()
        print(syms)
        # if key not in syms:
        #     raise KeyError(f'`{fqsn}` table key not found?')
        return await client.destroy(tbk=key)
    async def write_ohlcv(
        self,
        fqsn: str,
        ohlcv: np.ndarray,
        append_and_duplicate: bool = True,
        limit: int = int(800e3),
    ) -> None:
        # build mkts schema compat array for writing
        mkts_dt = np.dtype(_ohlcv_dt)
        mkts_array = np.zeros(
            len(ohlcv),
            dtype=mkts_dt,
        )
        # copy from shm array (yes it's this easy):
        # https://numpy.org/doc/stable/user/basics.rec.html#assignment-from-other-structured-arrays
        mkts_array[:] = ohlcv[[
            'time',
            'open',
            'high',
            'low',
            'close',
            'volume',
        ]]
        m, r = divmod(len(mkts_array), limit)
        for i in range(m, 1):
            to_push = mkts_array[i-1:i*limit]
            # write to db
            resp = await self.client.write(
                to_push,
                tbk=f'{fqsn}/1Sec/OHLCV',
                # NOTE: will will append duplicates
                # for the same timestamp-index.
                # TODO: pre deduplicate?
                isvariablelength=append_and_duplicate,
            )
            log.info(
                f'Wrote {mkts_array.size} datums to tsdb\n'
            )
            for resp in resp.responses:
                err = resp.error
                if err:
                    raise MarketStoreError(err)
        if r:
            to_push = mkts_array[m*limit:]
            # write to db
            resp = await self.client.write(
                to_push,
                tbk=f'{fqsn}/1Sec/OHLCV',
                # NOTE: will will append duplicates
                # for the same timestamp-index.
                # TODO: pre deduplicate?
                isvariablelength=append_and_duplicate,
            )
            log.info(
                f'Wrote {mkts_array.size} datums to tsdb\n'
            )
            for resp in resp.responses:
                err = resp.error
                if err:
                    raise MarketStoreError(err)
    # XXX: currently the only way to do this is through the CLI:
    # sudo ./marketstore connect --dir ~/.config/piker/data
    # >> \show mnq.globex.20220617.ib/1Sec/OHLCV 2022-05-15
    # and this seems to block and use up mem..
    # >> \trim mnq.globex.20220617.ib/1Sec/OHLCV 2022-05-15
    # relevant source code for this is here:
    # https://github.com/alpacahq/marketstore/blob/master/cmd/connect/session/trim.go#L14
    # def delete_range(self, start_dt, end_dt) -> None:
    #     ...
@acm
 async def open_storage_client(
    fqsn: str,
    period: Optional[Union[int, str]] = None,  # in seconds
 ) -> tuple[Storage, dict[str, np.ndarray]]:
    '''
    Load a series by key and deliver in ``numpy`` struct array format.
    '''
    async with (
        # eventually a storage backend endpoint
        get_client() as client,
    ):
        # slap on our wrapper api
        yield Storage(client)
 async def tsdb_history_update(
    fqsn: Optional[str] = None,
 ) -> list[str]:
    # TODO: real-time dedicated task for ensuring
    # history consistency between the tsdb, shm and real-time feed..
    # update sequence design notes:
    # - load existing highest frequency data from mkts
    #   * how do we want to offer this to the UI?
    #    - lazy loading?
    #    - try to load it all and expect graphics caching/diffing
    #      to  hide extra bits that aren't in view?
    # - compute the diff between latest data from broker and shm
    #   * use sql api in mkts to determine where the backend should
    #     start querying for data?
    #   * append any diff with new shm length
    #   * determine missing (gapped) history by scanning
    #   * how far back do we look?
    # - begin rt update ingest and aggregation
    #   * could start by always writing ticks to mkts instead of
    #     worrying about a shm queue for now.
    #   * we have a short list of shm queues worth groking:
    #     - https://github.com/pikers/piker/issues/107
    #   * the original data feed arch blurb:
    #     - https://github.com/pikers/piker/issues/98
    #
    profiler = pg.debug.Profiler(
        disabled=False,  # not pg_profile_enabled(),
        delayed=False,
    )
    async with (
        open_storage_client(fqsn) as storage,
        maybe_open_feed(
            [fqsn],
            start_stream=False,
        ) as (feed, stream),
    ):
        profiler(f'opened feed for {fqsn}')
        to_append = feed.shm.array
        to_prepend = None
        if fqsn:
            symbol = feed.symbols.get(fqsn)
            if symbol:
                fqsn = symbol.front_fqsn()
            # diff db history with shm and only write the missing portions
            ohlcv = feed.shm.array
            # TODO: use pg profiler
            tsdb_arrays = await storage.read_ohlcv(fqsn)
            # hist diffing
            if tsdb_arrays:
                for secs in (1, 60):
                    ts = tsdb_arrays.get(secs)
                    if ts is not None and len(ts):
                        # these aren't currently used but can be referenced from
                        # within the embedded ipython shell below.
                        to_append = ohlcv[ohlcv['time'] > ts['Epoch'][-1]]
                        to_prepend = ohlcv[ohlcv['time'] < ts['Epoch'][0]]
            profiler('Finished db arrays diffs')
        syms = await storage.client.list_symbols()
        log.info(f'Existing tsdb symbol set:\n{pformat(syms)}')
        profiler(f'listed symbols {syms}')
        # TODO: ask if user wants to write history for detected
        # available shm buffers?
        from tractor.trionics import ipython_embed
        await ipython_embed()
        # for array in [to_append, to_prepend]:
        #     if array is None:
        #         continue
        #     log.info(
        #         f'Writing datums {array.size} -> to tsdb from shm\n'
        #     )
        #     await storage.write_ohlcv(fqsn, array)
        # profiler('Finished db writes')
 async def ingest_quote_stream(
-    symbols: list[str],
+    symbols: List[str],
    brokername: str,
    tries: int = 1,
    loglevel: str = None,
 ) -> None:
-    '''
+    """Ingest a broker quote stream into marketstore in (sampled) tick format.
-    Ingest a broker quote stream into a ``marketstore`` tsdb.
+    """
    async with open_feed(
        brokername,
        symbols,
        loglevel=loglevel,
    ) as (first_quotes, qstream):
-    '''
+        quote_cache = first_quotes.copy()
-    async with (
+
-        maybe_open_feed(brokername, symbols, loglevel=loglevel) as feed,
+        async with get_client() as ms_client:
-        get_client() as ms_client,
+
-    ):
+            # start ingest to marketstore
-        async for quotes in feed.stream:
+            async for quotes in qstream:
                log.info(quotes)
                for symbol, quote in quotes.items():
                for tick in quote.get('ticks', ()):
                    ticktype = tick.get('type', 'n/a')
-            # techtonic tick write
+                    # remap tick strs to ints
-            array = quote_to_marketstore_structarray({
+                    quote['tick'] = _tick_map[quote.get('tick', 'Equal')]
                'IsTrade': 1 if ticktype == 'trade' else 0,
                'IsBid': 1 if ticktype in ('bid', 'bsize') else 0,
                'Price': tick.get('price'),
                'Size': tick.get('size')
            }, last_fill=quote.get('broker_ts', None))
-            await ms_client.write(array, _tick_tbk)
+                    # check for volume update (i.e. did trades happen
                    # since last quote)
                    new_vol = quote.get('volume', None)
                    if new_vol is None:
                        log.debug(f"No fills for {symbol}")
                        if new_vol == quote_cache.get('volume'):
                            # should never happen due to field diffing
                            # on sender side
                            log.error(
                                f"{symbol}: got same volume as last quote?")
-            # LEGACY WRITE LOOP (using old tick dt)
+                    quote_cache.update(quote)
            # quote_cache = {
            #     'size': 0,
            #     'tick': 0
            # }
-            # async for quotes in qstream:
+                    a = quote_to_marketstore_structarray(
-            #     log.info(quotes)
+                        quote,
-            #     for symbol, quote in quotes.items():
+                        # TODO: check this closer to the broker query api
-
+                        last_fill=quote.get('fill_time', '')
-            #         # remap tick strs to ints
+                    )
-            #         quote['tick'] = _tick_map[quote.get('tick', 'Equal')]
+                    await ms_client.write(symbol, a)
            #         # check for volume update (i.e. did trades happen
            #         # since last quote)
            #         new_vol = quote.get('volume', None)
            #         if new_vol is None:
            #             log.debug(f"No fills for {symbol}")
            #             if new_vol == quote_cache.get('volume'):
            #                 # should never happen due to field diffing
            #                 # on sender side
            #                 log.error(
            #                     f"{symbol}: got same volume as last quote?")
            #         quote_cache.update(quote)
            #         a = quote_to_marketstore_structarray(
            #             quote,
            #             # TODO: check this closer to the broker query api
            #             last_fill=quote.get('fill_time', '')
            #         )
            #         await ms_client.write(symbol, a)
 async def stream_quotes(
-    symbols: list[str],
+    symbols: List[str],
    host: str = 'localhost',
    port: int = 5993,
    diff_cached: bool = True,
    loglevel: str = None,
 ) -> None:
-    '''
+    """Open a symbol stream from a running instance of marketstore and
    Open a symbol stream from a running instance of marketstore and
    log to console.
-
+    """
    '''
    # XXX: required to propagate ``tractor`` loglevel to piker logging
    get_console_log(loglevel or tractor.current_actor().loglevel)
-    tbks: dict[str, str] = {sym: f"{sym}/*/*" for sym in symbols}
+    tbks: Dict[str, str] = {sym: f"{sym}/*/*" for sym in symbols}
    async with open_websocket_url(f'ws://{host}:{port}/ws') as ws:
        # send subs topics to server
@ -778,7 +271,7 @@ async def stream_quotes(
        )
        log.info(resp)
-        async def recv() -> dict[str, Any]:
+        async def recv() -> Dict[str, Any]:
            return msgpack.loads((await ws.get_message()), encoding='utf-8')
        streams = (await recv())['streams']
--- a/piker/fsp/init.py
+++ b/piker/fsp/init.py
@ -1,5 +1,5 @@
 # piker: trading gear for hackers
-# Copyright (C) Tyler Goodlet (in stewardship of piker0)
+# 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
@ -14,17 +14,33 @@
 # 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/>.
-'''
+"""
-Fin-sig-proc for the peeps!
+Financial signal processing for the peeps.
-
+"""
-'''
+from functools import partial
-from typing import AsyncIterator
+from typing import AsyncIterator, Callable, Tuple
 import trio
 from trio_typing import TaskStatus
 import tractor
 import numpy as np
-from ._engine import cascade
+from ..log import get_logger
 from .. import data
 from ._momo import _rsi, _wma
 from ._volume import _tina_vwap
 from ..data import attach_shm_array
 from ..data.feed import Feed
 from ..data._sharedmem import ShmArray
-__all__ = ['cascade']
+log = get_logger(__name__)
 _fsps = {
    'rsi': _rsi,
    'wma': _wma,
    'vwap': _tina_vwap,
 }
 async def latency(
@ -47,3 +63,163 @@ async def latency(
            # stack tracing.
            value = quote['brokerd_ts'] - quote['broker_ts']
            yield value
 async def fsp_compute(
    ctx: tractor.Context,
    symbol: str,
    feed: Feed,
    src: ShmArray,
    dst: ShmArray,
    fsp_func_name: str,
    func: Callable,
    task_status: TaskStatus[None] = trio.TASK_STATUS_IGNORED,
 ) -> None:
    # TODO: load appropriate fsp with input args
    async def filter_by_sym(
        sym: str,
        stream,
    ):
        # TODO: make this the actualy first quote from feed
        # XXX: this allows for a single iteration to run for history
        # processing without waiting on the real-time feed for a new quote
        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
    out_stream = func(
        filter_by_sym(symbol, feed.stream),
        feed.shm,
    )
    # TODO: XXX:
    # THERE'S A BIG BUG HERE WITH THE `index` field since we're
    # prepending a copy of the first value a few times to make
    # sub-curves align with the parent bar chart.
    # This likely needs to be fixed either by,
    # - manually assigning the index and historical data
    #   seperately to the shm array (i.e. not using .push())
    # - developing some system on top of the shared mem array that
    #   is `index` aware such that historical data can be indexed
    #   relative to the true first datum? Not sure if this is sane
    #   for incremental compuations.
    dst._first.value = src._first.value
    dst._last.value = src._first.value
    # Conduct a single iteration of fsp with historical bars input
    # and get historical output
    history_output = await out_stream.__anext__()
    # build a struct array which includes an 'index' field to push
    # as history
    history = np.array(
        np.arange(len(history_output)),
        dtype=dst.array.dtype
    )
    history[fsp_func_name] = history_output
    # check for data length mis-allignment and fill missing values
    diff = len(src.array) - len(history)
    if diff >= 0:
        print(f"WTF DIFF SIGNAL to HISTORY {diff}")
        for _ in range(diff):
            dst.push(history[:1])
    # compare with source signal and time align
    index = dst.push(history)
    await ctx.send_yield(index)
    # setup a respawn handle
    with trio.CancelScope() as cs:
        task_status.started(cs)
        # rt stream
        async for processed in out_stream:
            log.debug(f"{fsp_func_name}: {processed}")
            index = src.index
            dst.array[-1][fsp_func_name] = processed
            # stream latest shm array index entry
            await ctx.send_yield(index)
@tractor.stream
 async def cascade(
    ctx: tractor.Context,
    brokername: str,
    src_shm_token: dict,
    dst_shm_token: Tuple[str, np.dtype],
    symbol: str,
    fsp_func_name: str,
 ) -> AsyncIterator[dict]:
    """Chain streaming signal processors and deliver output to
    destination mem buf.
    """
    src = attach_shm_array(token=src_shm_token)
    dst = attach_shm_array(readonly=False, token=dst_shm_token)
    func: Callable = _fsps[fsp_func_name]
    # open a data feed stream with requested broker
    async with data.open_feed(brokername, [symbol]) as feed:
        assert src.token == feed.shm.token
        last_len = new_len = len(src.array)
        fsp_target = partial(
            fsp_compute,
            ctx=ctx,
            symbol=symbol,
            feed=feed,
            src=src,
            dst=dst,
            fsp_func_name=fsp_func_name,
            func=func
        )
        async with trio.open_nursery() as n:
            cs = await n.start(fsp_target)
            # Increment the underlying shared memory buffer on every
            # "increment" msg received from the underlying data feed.
            async with feed.index_stream() as stream:
                async for msg in stream:
                    new_len = len(src.array)
                    if new_len > last_len + 1:
                        # respawn the signal compute task if the source
                        # signal has been updated
                        cs.cancel()
                        cs = await n.start(fsp_target)
                        # TODO: adopt an incremental update engine/approach
                        # where possible here eventually!
                    # read out last shm row
                    array = dst.array
                    last = array[-1:].copy()
                    # write new row to the shm buffer
                    dst.push(last)
                    last_len = new_len
--- a/piker/fsp/_api.py
+++ b/piker/fsp/_api.py
@ -1,199 +0,0 @@
 # piker: trading gear for hackers
 # Copyright (C) Tyler Goodlet (in stewardship of 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/>.
 '''
 FSP (financial signal processing) apis.
 '''
 # TODO: things to figure the heck out:
 # - how to handle non-plottable values (pyqtgraph has facility for this
 #   now in `arrayToQPath()`)
 # - composition of fsps / implicit chaining syntax (we need an issue)
 from __future__ import annotations
 from functools import partial
 from typing import (
    Any,
    Callable,
    Awaitable,
    Optional,
 )
 import numpy as np
 import tractor
 from tractor.msg import NamespacePath
 from ..data._sharedmem import (
    ShmArray,
    maybe_open_shm_array,
    attach_shm_array,
    _Token,
 )
 from ..log import get_logger
 log = get_logger(__name__)
 # global fsp registry filled out by @fsp decorator below
 _fsp_registry = {}
 def _load_builtins() -> dict[tuple, Callable]:
    # import to implicity trigger registration via ``@fsp``
    from . import _momo  # noqa
    from . import _volume  # noqa
    return _fsp_registry
 class Fsp:
    '''
    "Financial signal processor" decorator wrapped async function.
    '''
    # TODO: checkout the advanced features from ``wrapt``:
    # - dynamic enable toggling,
    # https://wrapt.readthedocs.io/en/latest/decorators.html#dynamically-disabling-decorators
    # - custom object proxies, might be useful for implementing n-compose
    # https://wrapt.readthedocs.io/en/latest/wrappers.html#custom-object-proxies
    # - custom function wrappers,
    # https://wrapt.readthedocs.io/en/latest/wrappers.html#custom-function-wrappers
    # actor-local map of source flow shm tokens
    # + the consuming fsp *to* the consumers output
    # shm flow.
    _flow_registry: dict[
        tuple[_Token, str], _Token,
    ] = {}
    def __init__(
        self,
        func: Callable[..., Awaitable],
        *,
        outputs: tuple[str] = (),
        display_name: Optional[str] = None,
        **config,
    ) -> None:
        # TODO (maybe):
        # - type introspection?
        # - should we make this a wrapt object proxy?
        self.func = func
        self.__name__ = func.__name__  # XXX: must have func-object name
        self.ns_path: tuple[str, str] = NamespacePath.from_ref(func)
        self.outputs = outputs
        self.config: dict[str, Any] = config
        # register with declared set.
        _fsp_registry[self.ns_path] = self
    @property
    def name(self) -> str:
        return self.__name__
    def __call__(
        self,
        # TODO: when we settle on py3.10 we should probably use the new
        # type annots from pep 612:
        # https://www.python.org/dev/peps/pep-0612/
        # instance,
        *args,
        **kwargs
    ):
        return self.func(*args, **kwargs)
    # TODO: lru_cache this? prettty sure it'll work?
    def get_shm(
        self,
        src_shm: ShmArray,
    ) -> ShmArray:
        '''
        Provide access to allocated shared mem array
        for this "instance" of a signal processor for
        the given ``key``.
        '''
        dst_token = self._flow_registry[
            (src_shm._token, self.name)
        ]
        shm = attach_shm_array(dst_token)
        return shm
 def fsp(
    wrapped=None,
    *,
    outputs: tuple[str] = (),
    display_name: Optional[str] = None,
    **config,
 ) -> Fsp:
    if wrapped is None:
        return partial(
            Fsp,
            outputs=outputs,
            display_name=display_name,
            **config,
        )
    return Fsp(wrapped, outputs=(wrapped.__name__,))
 def mk_fsp_shm_key(
    sym: str,
    target: Fsp
 ) -> str:
    uid = tractor.current_actor().uid
    return f'{sym}.fsp.{target.name}.{".".join(uid)}'
 def maybe_mk_fsp_shm(
    sym: str,
    target: Fsp,
    readonly: bool = True,
 ) -> (str, ShmArray, bool):
    '''
    Allocate a single row shm array for an symbol-fsp pair if none
    exists, otherwise load the shm already existing for that token.
    '''
    assert isinstance(sym, str), '`sym` should be file-name-friendly `str`'
    # TODO: load output types from `Fsp`
    # - should `index` be a required internal field?
    fsp_dtype = np.dtype(
        [('index', int)] +
        [(field_name, float) for field_name in target.outputs]
    )
    key = mk_fsp_shm_key(sym, target)
    shm, opened = maybe_open_shm_array(
        key,
        # TODO: create entry for each time frame
        dtype=fsp_dtype,
        readonly=True,
    )
    return key, shm, opened
--- a/piker/fsp/_engine.py
+++ b/piker/fsp/_engine.py
@ -1,460 +0,0 @@
 # piker: trading gear for hackers
 # Copyright (C) Tyler Goodlet (in stewardship of 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/>.
 '''
 core task logic for processing chains
 '''
 from dataclasses import dataclass
 from functools import partial
 from typing import (
    AsyncIterator, Callable, Optional,
    Union,
 )
 import numpy as np
 import pyqtgraph as pg
 import trio
 from trio_typing import TaskStatus
 import tractor
 from tractor.msg import NamespacePath
 from ..log import get_logger, get_console_log
 from .. import data
 from ..data import attach_shm_array
 from ..data.feed import Feed
 from ..data._sharedmem import ShmArray
 from ..data._source import Symbol
 from ._api import (
    Fsp,
    _load_builtins,
    _Token,
 )
 log = get_logger(__name__)
@dataclass
 class TaskTracker:
    complete: trio.Event
    cs: trio.CancelScope
 async def filter_quotes_by_sym(
    sym: str,
    quote_stream: tractor.MsgStream,
 ) -> AsyncIterator[dict]:
    '''
    Filter quote stream by target symbol.
    '''
    # TODO: make this the actual first quote from feed
    # XXX: this allows for a single iteration to run for history
    # processing without waiting on the real-time feed for a new quote
    yield {}
    async for quotes in quote_stream:
        quote = quotes.get(sym)
        if quote:
            yield quote
 async def fsp_compute(
    symbol: Symbol,
    feed: Feed,
    quote_stream: trio.abc.ReceiveChannel,
    src: ShmArray,
    dst: ShmArray,
    func: Callable,
    # attach_stream: bool = False,
    task_status: TaskStatus[None] = trio.TASK_STATUS_IGNORED,
 ) -> None:
    profiler = pg.debug.Profiler(
        delayed=False,
        disabled=True
    )
    fqsn = symbol.front_fqsn()
    out_stream = func(
        # TODO: do we even need this if we do the feed api right?
        # shouldn't a local stream do this before we get a handle
        # to the async iterable? it's that or we do some kinda
        # async itertools style?
        filter_quotes_by_sym(fqsn, quote_stream),
        # XXX: currently the ``ohlcv`` arg
        feed.shm,
    )
    # Conduct a single iteration of fsp with historical bars input
    # and get historical output
    history_output: Union[
        dict[str, np.ndarray],  # multi-output case
        np.ndarray,  # single output case
    ]
    history_output = await out_stream.__anext__()
    func_name = func.__name__
    profiler(f'{func_name} generated history')
    # build struct array with an 'index' field to push as history
    # TODO: push using a[['f0', 'f1', .., 'fn']] = .. syntax no?
    # if the output array is multi-field then push
    # each respective field.
    fields = getattr(dst.array.dtype, 'fields', None).copy()
    fields.pop('index')
    history: Optional[np.ndarray] = None  # TODO: nptyping here!
    if fields and len(fields) > 1 and fields:
        if not isinstance(history_output, dict):
            raise ValueError(
                f'`{func_name}` is a multi-output FSP and should yield a '
                '`dict[str, np.ndarray]` for history'
            )
        for key in fields.keys():
            if key in history_output:
                output = history_output[key]
                if history is None:
                    if output is None:
                        length = len(src.array)
                    else:
                        length = len(output)
                    # using the first output, determine
                    # the length of the struct-array that
                    # will be pushed to shm.
                    history = np.zeros(
                        length,
                        dtype=dst.array.dtype
                    )
                if output is None:
                    continue
                history[key] = output
    # single-key output stream
    else:
        if not isinstance(history_output, np.ndarray):
            raise ValueError(
                f'`{func_name}` is a single output FSP and should yield an '
                '`np.ndarray` for history'
            )
        history = np.zeros(
            len(history_output),
            dtype=dst.array.dtype
        )
        history[func_name] = history_output
    # TODO: XXX:
    # THERE'S A BIG BUG HERE WITH THE `index` field since we're
    # prepending a copy of the first value a few times to make
    # sub-curves align with the parent bar chart.
    # This likely needs to be fixed either by,
    # - manually assigning the index and historical data
    #   seperately to the shm array (i.e. not using .push())
    # - developing some system on top of the shared mem array that
    #   is `index` aware such that historical data can be indexed
    #   relative to the true first datum? Not sure if this is sane
    #   for incremental compuations.
    first = dst._first.value = src._first.value
    # TODO: can we use this `start` flag instead of the manual
    # setting above?
    index = dst.push(history, start=first)
    profiler(f'{func_name} pushed history')
    profiler.finish()
    # setup a respawn handle
    with trio.CancelScope() as cs:
        # TODO: might be better to just make a "restart" method where
        # the target task is spawned implicitly and then the event is
        # set via some higher level api? At that poing we might as well
        # be writing a one-cancels-one nursery though right?
        tracker = TaskTracker(trio.Event(), cs)
        task_status.started((tracker, index))
        profiler(f'{func_name} yield last index')
        # import time
        # last = time.time()
        try:
            async for processed in out_stream:
                log.debug(f"{func_name}: {processed}")
                key, output = processed
                index = src.index
                dst.array[-1][key] = output
                # NOTE: for now we aren't streaming this to the consumer
                # stream latest array index entry which basically just acts
                # as trigger msg to tell the consumer to read from shm
                # TODO: further this should likely be implemented much
                # like our `Feed` api where there is one background
                # "service" task which computes output and then sends to
                # N-consumers who subscribe for the real-time output,
                # which we'll likely want to implement using local-mem
                # chans for the fan out?
                # if attach_stream:
                #     await client_stream.send(index)
                # period = time.time() - last
                # hz = 1/period if period else float('nan')
                # if hz > 60:
                #     log.info(f'FSP quote too fast: {hz}')
                # last = time.time()
        finally:
            tracker.complete.set()
@tractor.context
 async def cascade(
    ctx: tractor.Context,
    # data feed key
    fqsn: str,
    src_shm_token: dict,
    dst_shm_token: tuple[str, np.dtype],
    ns_path: NamespacePath,
    shm_registry: dict[str, _Token],
    zero_on_step: bool = False,
    loglevel: Optional[str] = None,
 ) -> None:
    '''
    Chain streaming signal processors and deliver output to
    destination shm array buffer.
    '''
    profiler = pg.debug.Profiler(
        delayed=False,
        disabled=False
    )
    if loglevel:
        get_console_log(loglevel)
    src = attach_shm_array(token=src_shm_token)
    dst = attach_shm_array(readonly=False, token=dst_shm_token)
    reg = _load_builtins()
    lines = '\n'.join([f'{key.rpartition(":")[2]} => {key}' for key in reg])
    log.info(
        f'Registered FSP set:\n{lines}'
    )
    # update actorlocal flows table which registers
    # readonly "instances" of this fsp for symbol/source
    # so that consumer fsps can look it up by source + fsp.
    # TODO: ugh i hate this wind/unwind to list over the wire
    # but not sure how else to do it.
    for (token, fsp_name, dst_token) in shm_registry:
        Fsp._flow_registry[
            (_Token.from_msg(token), fsp_name)
        ] = _Token.from_msg(dst_token)
    fsp: Fsp = reg.get(
        NamespacePath(ns_path)
    )
    func = fsp.func
    if not func:
        # TODO: assume it's a func target path
        raise ValueError(f'Unknown fsp target: {ns_path}')
    # open a data feed stream with requested broker
    async with data.feed.maybe_open_feed(
        [fqsn],
        # TODO throttle tick outputs from *this* daemon since
        # it'll emit tons of ticks due to the throttle only
        # limits quote arrival periods, so the consumer of *this*
        # needs to get throttled the ticks we generate.
        # tick_throttle=60,
    ) as (feed, quote_stream):
        symbol = feed.symbols[fqsn]
        profiler(f'{func}: feed up')
        assert src.token == feed.shm.token
        # last_len = new_len = len(src.array)
        func_name = func.__name__
        async with (
            trio.open_nursery() as n,
        ):
            fsp_target = partial(
                fsp_compute,
                symbol=symbol,
                feed=feed,
                quote_stream=quote_stream,
                # shm
                src=src,
                dst=dst,
                # target
                func=func
            )
            tracker, index = await n.start(fsp_target)
            if zero_on_step:
                last = dst.array[-1:]
                zeroed = np.zeros(last.shape, dtype=last.dtype)
            profiler(f'{func_name}: fsp up')
            # sync client
            await ctx.started(index)
            # XXX:  rt stream with client which we MUST
            # open here (and keep it open) in order to make
            # incremental "updates" as history prepends take
            # place.
            async with ctx.open_stream() as client_stream:
                # TODO: these likely should all become
                # methods of this ``TaskLifetime`` or wtv
                # abstraction..
                async def resync(
                    tracker: TaskTracker,
                ) -> tuple[TaskTracker, int]:
                    # TODO: adopt an incremental update engine/approach
                    # where possible here eventually!
                    log.debug(f're-syncing fsp {func_name} to source')
                    tracker.cs.cancel()
                    await tracker.complete.wait()
                    tracker, index = await n.start(fsp_target)
                    # always trigger UI refresh after history update,
                    # see ``piker.ui._fsp.FspAdmin.open_chain()`` and
                    # ``piker.ui._display.trigger_update()``.
                    await client_stream.send({
                        'fsp_update': {
                            'key': dst_shm_token,
                            'first': dst._first.value,
                            'last': dst._last.value,
                    }})
                    return tracker, index
                def is_synced(
                    src: ShmArray,
                    dst: ShmArray
                ) -> tuple[bool, int, int]:
                    '''Predicate to dertmine if a destination FSP
                    output array is aligned to its source array.
                    '''
                    step_diff = src.index - dst.index
                    len_diff = abs(len(src.array) - len(dst.array))
                    return not (
                        # the source is likely backfilling and we must
                        # sync history calculations
                        len_diff > 2 or
                        # we aren't step synced to the source and may be
                        # leading/lagging by a step
                        step_diff > 1 or
                        step_diff < 0
                    ), step_diff, len_diff
                async def poll_and_sync_to_step(
                    tracker: TaskTracker,
                    src: ShmArray,
                    dst: ShmArray,
                ) -> tuple[TaskTracker, int]:
                    synced, step_diff, _ = is_synced(src, dst)
                    while not synced:
                        tracker, index = await resync(tracker)
                        synced, step_diff, _ = is_synced(src, dst)
                    return tracker, step_diff
                s, step, ld = is_synced(src, dst)
                # detect sample period step for subscription to increment
                # signal
                times = src.array['time']
                delay_s = times[-1] - times[times != times[-1]][-1]
                # Increment the underlying shared memory buffer on every
                # "increment" msg received from the underlying data feed.
                async with feed.index_stream(
                    int(delay_s)
                ) as istream:
                    profiler(f'{func_name}: sample stream up')
                    profiler.finish()
                    async for _ in istream:
                        # respawn the compute task if the source
                        # array has been updated such that we compute
                        # new history from the (prepended) source.
                        synced, step_diff, _ = is_synced(src, dst)
                        if not synced:
                            tracker, step_diff = await poll_and_sync_to_step(
                                tracker,
                                src,
                                dst,
                            )
                            # skip adding a last bar since we should already
                            # be step alinged
                            if step_diff == 0:
                                continue
                        # read out last shm row, copy and write new row
                        array = dst.array
                        # some metrics like vlm should be reset
                        # to zero every step.
                        if zero_on_step:
                            last = zeroed
                        else:
                            last = array[-1:].copy()
                        dst.push(last)
--- a/piker/fsp/_momo.py
+++ b/piker/fsp/_momo.py
@ -1,5 +1,5 @@
 # piker: trading gear for hackers
-# Copyright (C) Tyler Goodlet (in stewardship of pikers)
+# 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
@ -16,18 +16,19 @@
 """
 Momentum bby.
 """
 from typing import AsyncIterator, Optional
 import numpy as np
 from numba import jit, float64, optional, int64
 from ._api import fsp
 from ..data._normalize import iterticks
 from ..data._sharedmem import ShmArray
 # TODO: things to figure the fuck out:
 # - how to handle non-plottable values
 # - composition of fsps / implicit chaining
@jit(
    float64[:](
        float64[:],
@ -38,14 +39,11 @@ from ..data._sharedmem import ShmArray
    nogil=True
 )
 def ema(
    y: 'np.ndarray[float64]',
    alpha: optional(float64) = None,
    ylast: optional(float64) = None,
 ) -> 'np.ndarray[float64]':
-    r'''
+    r"""Exponential weighted moving average owka 'Exponential smoothing'.
    Exponential weighted moving average owka 'Exponential smoothing'.
    - https://en.wikipedia.org/wiki/Moving_average#Exponential_moving_average
    - https://en.wikipedia.org/wiki/Exponential_smoothing
@ -70,8 +68,7 @@ def ema(
    More discussion here:
    https://stackoverflow.com/questions/42869495/numpy-version-of-exponential-weighted-moving-average-equivalent-to-pandas-ewm
-
+    """
    '''
    n = y.shape[0]
    if alpha is None:
@ -107,22 +104,15 @@ def ema(
 #     nopython=True,
 #     nogil=True
 # )
-def _rsi(
+def rsi(
    # TODO: use https://github.com/ramonhagenaars/nptyping
    signal: 'np.ndarray[float64]',
    period: int64 = 14,
    up_ema_last: float64 = None,
    down_ema_last: float64 = None,
 ) -> 'np.ndarray[float64]':
    '''
    relative strengggth.
    '''
    alpha = 1/period
-    df = np.diff(signal, prepend=0)
+    df = np.diff(signal)
    up = np.where(df > 0, df, 0)
    up_ema = ema(up, alpha, up_ema_last)
@ -130,12 +120,11 @@ def _rsi(
    down = np.where(df < 0, -df, 0)
    down_ema = ema(down, alpha, down_ema_last)
-    # avoid dbz errors, this leaves the first
+    # avoid dbz errors
    # index == 0 right?
    rs = np.divide(
        up_ema,
        down_ema,
-        out=np.zeros_like(signal),
+        out=np.zeros_like(up_ema),
        where=down_ema != 0
    )
@ -147,19 +136,11 @@ def _rsi(
    return rsi, up_ema[-1], down_ema[-1]
-def _wma(
+def wma(
    signal: np.ndarray,
    length: int,
    weights: Optional[np.ndarray] = None,
 ) -> np.ndarray:
    '''
    Compute a windowed moving average of ``signal`` with window
    ``length`` and optional ``weights`` (must be same size as
    ``signal``).
    '''
    if weights is None:
        # default is a standard arithmetic mean
        seq = np.full((length,), 1)
@ -167,59 +148,29 @@ def _wma(
    assert length == len(weights)
    # lol, for long sequences this is nutso slow and expensive..
    return np.convolve(signal, weights, 'valid')
-@fsp
+# @piker.fsp.signal(
-async def wma(
+#     timeframes=['1s', '5s', '15s', '1m', '5m', '1H'],
-
+# )
-    source,  #: AsyncStream[np.ndarray],
+async def _rsi(
    length: int,
    ohlcv: np.ndarray,  # price time-frame "aware"
 ) -> AsyncIterator[np.ndarray]:  # maybe something like like FspStream?
    '''
    Streaming weighted moving average.
    ``weights`` is a sequence of already scaled values. As an example
    for the WMA often found in "techincal analysis":
    ``weights = np.arange(1, N) * N*(N-1)/2``.
    '''
    # deliver historical output as "first yield"
    yield _wma(ohlcv.array['close'], length)
    # begin real-time section
    async for quote in source:
        for tick in iterticks(quote, type='trade'):
            yield _wma(ohlcv.last(length))
@fsp
 async def rsi(
    source: 'QuoteStream[Dict[str, Any]]',  # noqa
-    ohlcv: ShmArray,
+    ohlcv: "ShmArray[T<'close'>]",
    period: int = 14,
 ) -> AsyncIterator[np.ndarray]:
-    '''
+    """Multi-timeframe streaming RSI.
    Multi-timeframe streaming RSI.
    https://en.wikipedia.org/wiki/Relative_strength_index
-
+    """
    '''
    sig = ohlcv.array['close']
    # wilder says to seed the RSI EMAs with the SMA for the "period"
-    seed = _wma(ohlcv.last(period)['close'], period)[0]
+    seed = wma(ohlcv.last(period)['close'], period)[0]
    # TODO: the emas here should be seeded with a period SMA as per
    # wilder's original formula..
-    rsi_h, last_up_ema_close, last_down_ema_close = _rsi(
+    rsi_h, last_up_ema_close, last_down_ema_close = rsi(sig, period, seed, seed)
        sig, period, seed, seed)
    up_ema_last = last_up_ema_close
    down_ema_last = last_down_ema_close
@ -227,6 +178,7 @@ async def rsi(
    yield rsi_h
    index = ohlcv.index
    async for quote in source:
        # tick based updates
        for tick in iterticks(quote):
@ -244,10 +196,31 @@ async def rsi(
                last_down_ema_close = down_ema_last
                index = ohlcv.index
-            rsi_out, up_ema_last, down_ema_last = _rsi(
+            rsi_out, up_ema_last, down_ema_last = rsi(
                sig,
                period=period,
                up_ema_last=last_up_ema_close,
                down_ema_last=last_down_ema_close,
            )
            yield rsi_out[-1:]
 async def _wma(
    source,  #: AsyncStream[np.ndarray],
    length: int,
    ohlcv: np.ndarray,  # price time-frame "aware"
 ) -> AsyncIterator[np.ndarray]:  # maybe something like like FspStream?
    """Streaming weighted moving average.
    ``weights`` is a sequence of already scaled values. As an example
    for the WMA often found in "techincal analysis":
    ``weights = np.arange(1, N) * N*(N-1)/2``.
    """
    # deliver historical output as "first yield"
    yield wma(ohlcv.array['close'], length)
    # begin real-time section
    async for quote in source:
        for tick in iterticks(quote, type='trade'):
            yield wma(ohlcv.last(length))
--- a/piker/fsp/_volume.py
+++ b/piker/fsp/_volume.py
@ -1,5 +1,5 @@
 # piker: trading gear for hackers
-# Copyright (C) Tyler Goodlet (in stewardship of pikers)
+# 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
@ -14,33 +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, Union
+from typing import AsyncIterator, Optional
 import numpy as np
 from tractor.trionics._broadcast import AsyncReceiver
 from ._api import fsp
 from ..data._normalize import iterticks
 from ..data._sharedmem import ShmArray
 from ._momo import _wma
 from ..log import get_logger
 log = get_logger(__name__)
 # NOTE: is the same as our `wma` fsp, and if so which one is faster?
 # Ohhh, this is an IIR style i think? So it has an anchor point
 # effectively instead of a moving window/FIR style?
 def wap(
    signal: np.ndarray,
    weights: np.ndarray,
 ) -> np.ndarray:
-    '''
+    """Weighted average price from signal and weights.
    Weighted average price from signal and weights.
-    '''
+    """
    cum_weights = np.cumsum(weights)
    cum_weighted_input = np.cumsum(signal * weights)
@ -59,25 +46,16 @@ def wap(
    )
-@fsp
+async def _tina_vwap(
-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?
-) -> Union[
+    """Streaming volume weighted moving average.
    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
@ -97,10 +75,8 @@ async def tina_vwap(
    # vwap_tot = h_vwap[-1]
    async for quote in source:
-        for tick in iterticks(
+
-            quote,
+        for tick in iterticks(quote, types=['trade']):
            types=['trade'],
        ):
            # c, h, l, v = ohlcv.array[-1][
            #     ['closes', 'high', 'low', 'volume']
@ -114,245 +90,4 @@ async def tina_vwap(
            w_tot += price * size
            # yield ((((o + h + l) / 3) * v) weights_tot) / v_tot
-            yield 'tina_vwap', w_tot / v_tot
+            yield w_tot / v_tot
@fsp(
    outputs=(
        'dolla_vlm',
        'dark_vlm',
        'trade_count',
        'dark_trade_count',
    ),
    curve_style='step',
 )
 async def dolla_vlm(
    source: AsyncReceiver[dict],
    ohlcv: ShmArray,  # OHLC sampled history
 ) -> AsyncIterator[
    tuple[str, Union[np.ndarray, float]],
 ]:
    '''
    "Dollar Volume", aka the volume in asset-currency-units (usually
    a fiat) computed from some price function for the sample step
    *multiplied* (*) by the asset unit volume.
    Useful for comparing cross asset "money flow" in #s that are
    asset-currency-independent.
    '''
    a = ohlcv.array
    chl3 = (a['close'] + a['high'] + a['low']) / 3
    v = a['volume']
    # on first iteration yield history
    yield {
        'dolla_vlm': chl3 * v,
        'dark_vlm': None,
    }
    i = ohlcv.index
    dvlm = vlm = 0
    dark_trade_count = trade_count = 0
    async for quote in source:
        for tick in iterticks(
            quote,
            types=(
                'trade',
                'dark_trade',
            ),
            deduplicate_darks=True,
        ):
            # this computes tick-by-tick weightings from here forward
            size = tick['size']
            price = tick['price']
            li = ohlcv.index
            if li > i:
                i = li
                trade_count = dark_trade_count = dvlm = vlm = 0
            # TODO: for marginned instruments (futes, etfs?) we need to
            # show the margin $vlm by multiplying by whatever multiplier
            # is reported in the sym info.
            ttype = tick.get('type')
            if ttype == 'dark_trade':
                dvlm += price * size
                yield 'dark_vlm', dvlm
                dark_trade_count += 1
                yield 'dark_trade_count', dark_trade_count
                # print(f'{dark_trade_count}th dark_trade: {tick}')
            else:
                # print(f'vlm: {tick}')
                vlm += price * size
                yield 'dolla_vlm', vlm
                trade_count += 1
                yield 'trade_count', trade_count
            # TODO: plot both to compare?
            # c, h, l, v = ohlcv.last()[
            #     ['close', 'high', 'low', 'volume']
            # ][0]
            # tina_lvlm = c+h+l/3 * v
            # print(f' tinal vlm: {tina_lvlm}')
@fsp(
    # TODO: eventually I guess we should support some kinda declarative
    # graphics config syntax per output yah? That seems like a clean way
    # to let users configure things? Not sure how exactly to offer that
    # api as well as how to expose such a thing *inside* the body?
    outputs=(
        # pulled verbatim from `ib` for now
        '1m_trade_rate',
        '1m_vlm_rate',
        # our own instantaneous rate calcs which are all
        # parameterized by a samples count (bars) period
        'trade_rate',
        'dark_trade_rate',
        'dvlm_rate',
        'dark_dvlm_rate',
    ),
    curve_style='line',
 )
 async def flow_rates(
    source: AsyncReceiver[dict],
    ohlcv: ShmArray,  # OHLC sampled history
    # TODO (idea): a dynamic generic / boxing type that can be updated by other
    # FSPs, user input, and possibly any general event stream in
    # real-time. Hint: ideally implemented with caching until mutated
    # ;)
    period: 'Param[int]' = 6,  # noqa
    # TODO: support other means by providing a map
    # to weights `partial()`-ed with `wma()`?
    mean_type: str = 'arithmetic',
    # TODO (idea): a generic for declaring boxed fsps much like ``pytest``
    # fixtures? This probably needs a lot of thought if we want to offer
    # a higher level composition syntax eventually (oh right gotta make
    # an issue for that).
    # ideas for how to allow composition / intercalling:
    # - offer a `Fsp.get_history()` to do the first yield output?
    #  * err wait can we just have shm access directly?
    # - how would it work if some consumer fsp wanted to dynamically
    # change params which are input to the callee fsp? i guess we could
    # lazy copy in that case?
    # dvlm: 'Fsp[dolla_vlm]'
 ) -> AsyncIterator[
    tuple[str, Union[np.ndarray, float]],
 ]:
    # generally no history available prior to real-time calcs
    yield {
        # from ib
        '1m_trade_rate': None,
        '1m_vlm_rate': None,
        'trade_rate': None,
        'dark_trade_rate': None,
        'dvlm_rate': None,
        'dark_dvlm_rate': None,
    }
    # TODO: 3.10 do ``anext()``
    quote = await source.__anext__()
    # ltr = 0
    # lvr = 0
    tr = quote.get('tradeRate')
    yield '1m_trade_rate', tr or 0
    vr = quote.get('volumeRate')
    yield '1m_vlm_rate', vr or 0
    yield 'trade_rate', 0
    yield 'dark_trade_rate', 0
    yield 'dvlm_rate', 0
    yield 'dark_dvlm_rate', 0
    # NOTE: in theory we could dynamically allocate a cascade based on
    # this call but not sure if that's too "dynamic" in terms of
    # validating cascade flows from message typing perspective.
    # attach to ``dolla_vlm`` fsp running
    # on this same source flow.
    dvlm_shm = dolla_vlm.get_shm(ohlcv)
    # precompute arithmetic mean weights (all ones)
    seq = np.full((period,), 1)
    weights = seq / seq.sum()
    async for quote in source:
        if not quote:
            log.error("OH WTF NO QUOTE IN FSP")
            continue
        # dvlm_wma = _wma(
        #     dvlm_shm.array['dolla_vlm'],
        #     period,
        #     weights=weights,
        # )
        # yield 'dvlm_rate', dvlm_wma[-1]
        if period > 1:
            trade_rate_wma = _wma(
                dvlm_shm.array['trade_count'][-period:],
                period,
                weights=weights,
            )
            trade_rate = trade_rate_wma[-1]
            # print(trade_rate)
            yield 'trade_rate', trade_rate
        else:
            # instantaneous rate per sample step
            count = dvlm_shm.array['trade_count'][-1]
            yield 'trade_rate', count
        # TODO: skip this if no dark vlm is declared
        # by symbol info (eg. in crypto$)
        # dark_dvlm_wma = _wma(
        #     dvlm_shm.array['dark_vlm'],
        #     period,
        #     weights=weights,
        # )
        # yield 'dark_dvlm_rate', dark_dvlm_wma[-1]
        if period > 1:
            dark_trade_rate_wma = _wma(
                dvlm_shm.array['dark_trade_count'][-period:],
                period,
                weights=weights,
            )
            yield 'dark_trade_rate', dark_trade_rate_wma[-1]
        else:
            # instantaneous rate per sample step
            dark_count = dvlm_shm.array['dark_trade_count'][-1]
            yield 'dark_trade_rate', dark_count
        # XXX: ib specific schema we should
        # probably pre-pack ourselves.
        # tr = quote.get('tradeRate')
        # if tr is not None and tr != ltr:
        #     # print(f'trade rate: {tr}')
        #     yield '1m_trade_rate', tr
        #     ltr = tr
        # vr = quote.get('volumeRate')
        # if vr is not None and vr != lvr:
        #     # print(f'vlm rate: {vr}')
        #     yield '1m_vlm_rate', vr
        #     lvr = vr
--- a/piker/log.py
+++ b/piker/log.py
@ -25,13 +25,10 @@ from pygments import highlight, lexers, formatters
 # Makes it so we only see the full module name when using ``__name__``
 # without the extra "piker." prefix.
-_proj_name: str = 'piker'
+_proj_name = 'piker'
-def get_logger(
+def get_logger(name: str = None) -> logging.Logger:
    name: str = None,
 ) -> logging.Logger:
    '''Return the package log or a sub-log for `name` if provided.
    '''
    return tractor.log.get_logger(name=name, _root_name=_proj_name)
--- a/piker/trionics.py
+++ b/piker/trionics.py
@ -1,80 +0,0 @@
 # 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()
--- a/piker/ui/_anchors.py
+++ b/piker/ui/_anchors.py
@ -1,130 +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/>.
 '''
 Anchor funtions for UI placement of annotions.
 '''
 from __future__ import annotations
 from typing import Callable, TYPE_CHECKING
 from PyQt5.QtCore import QPointF
 from PyQt5.QtWidgets import QGraphicsPathItem
 if TYPE_CHECKING:
    from ._chart import ChartPlotWidget
    from ._label import Label
 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)
--- a/piker/ui/_annotate.py
+++ b/piker/ui/_annotate.py
@ -18,19 +18,17 @@
 Annotations for ur faces.
 """
 from typing import Callable, Optional
-from PyQt5 import QtCore, QtGui, QtWidgets
+from PyQt5 import QtCore, QtGui
-from PyQt5.QtCore import QPointF, QRectF
+from PyQt5.QtGui import QGraphicsPathItem
 from PyQt5.QtWidgets import QGraphicsPathItem
 from pyqtgraph import Point, functions as fn, Color
 import numpy as np
-def mk_marker_path(
+def mk_marker(
-
+    style,
-    style: str,
+    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).
@ -39,7 +37,7 @@ def mk_marker_path(
    style        String indicating the style of marker to add:
                  ``'<|'``, ``'|>'``, ``'>|'``, ``'|<'``, ``'<|>'``,
                  ``'>|<'``, ``'^'``, ``'v'``, ``'o'``
-    size          Size of the marker in pixels.
+    size          Size of the marker in pixels. Default is 10.0.
    """
    path = QtGui.QPainterPath()
@ -83,148 +81,13 @@ def mk_marker_path(
    # 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: chart.marker_right_points()[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, _ = line._chart.marker_right_points()
        x = self.scene_x()
        if self.style == '>|':  # short style, points "down-to" line
            top_offset = self.h
            bottom_offset = 0
        else:
            top_offset = 0
            bottom_offset = self.h
        if level > ymx:  # pin to top of view
            self.setPos(
                QPointF(
                    x,
                    top_offset + self.h/3,
                )
            )
        elif level < ymn:  # pin to bottom of view
            self.setPos(
                QPointF(
                    x,
                    view.height() - (bottom_offset + self.h/3),
                )
            )
        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()
        super().paint(p, opt, w)
        if self._on_paint:
            self._on_paint(self)
 def qgo_draw_markers(
    markers: list,
--- a/piker/ui/_app.py
+++ b/piker/ui/_app.py
@ -1,183 +0,0 @@
 # 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/>.
 '''
 Main app startup and run.
 '''
 from functools import partial
 from PyQt5.QtCore import QEvent
 import trio
 from .._daemon import maybe_spawn_brokerd
 from ..brokers import get_brokermod
 from . import _event
 from ._exec import run_qtractor
 from ..data.feed import install_brokerd_search
 from . import _search
 from ._chart import GodWidget
 from ..log import get_logger
 log = get_logger(__name__)
 async def load_provider_search(
    broker: str,
    loglevel: str,
 ) -> None:
    log.info(f'loading brokerd for {broker}..')
    async with (
        maybe_spawn_brokerd(
            broker,
            loglevel=loglevel
        ) as portal,
        install_brokerd_search(
            portal,
            get_brokermod(broker),
        ),
    ):
        # keep search engine stream up until cancelled
        await trio.sleep_forever()
 async def _async_main(
    # implicit required argument provided by ``qtractor_run()``
    main_widget: GodWidget,
    sym: str,
    brokernames: str,
    loglevel: str,
 ) -> None:
    """
    Main Qt-trio routine invoked by the Qt loop with the widgets ``dict``.
    Provision the "main" widget with initial symbol data and root nursery.
    """
    from . import _display
    godwidget = main_widget
    # attempt to configure DPI aware font size
    screen = godwidget.window.current_screen()
    # configure graphics update throttling based on display refresh rate
    _display._quote_throttle_rate = min(
        round(screen.refreshRate()),
        _display._quote_throttle_rate,
    )
    log.info(f'Set graphics update rate to {_display._quote_throttle_rate} Hz')
    # TODO: do styling / themeing setup
    # _style.style_ze_sheets(godwidget)
    sbar = godwidget.window.status_bar
    starting_done = sbar.open_status('starting ze sexy chartz')
    async with (
        trio.open_nursery() as root_n,
    ):
        # set root nursery and task stack for spawning other charts/feeds
        # that run cached in the bg
        godwidget._root_n = root_n
        # setup search widget and focus main chart view at startup
        # search widget is a singleton alongside the godwidget
        search = _search.SearchWidget(godwidget=godwidget)
        search.bar.unfocus()
        godwidget.hbox.addWidget(search)
        godwidget.search = search
        symbol, _, provider = sym.rpartition('.')
        # this internally starts a ``display_symbol_data()`` task above
        order_mode_ready = await godwidget.load_symbol(
            provider,
            symbol,
            loglevel
        )
        # spin up a search engine for the local cached symbol set
        async with _search.register_symbol_search(
            provider_name='cache',
            search_routine=partial(
                _search.search_simple_dict,
                source=godwidget._chart_cache,
            ),
            # cache is super fast so debounce on super short period
            pause_period=0.01,
        ):
            # load other providers into search **after**
            # the chart's select cache
            for broker in brokernames:
                root_n.start_soon(load_provider_search, broker, loglevel)
            await order_mode_ready.wait()
            # start handling peripherals input for top level widgets
            async with (
                # search bar kb input handling
                _event.open_handlers(
                    [search.bar],
                    event_types={
                        QEvent.KeyPress,
                    },
                    async_handler=_search.handle_keyboard_input,
                    filter_auto_repeats=False,  # let repeats passthrough
                ),
                # completer view mouse click signal handling
                _event.open_signal_handler(
                    search.view.pressed,
                    search.view.on_pressed,
                ),
            ):
                # remove startup status text
                starting_done()
                await trio.sleep_forever()
 def _main(
    sym: str,
    brokernames: [str],
    piker_loglevel: str,
    tractor_kwargs,
 ) -> None:
    '''
    Sync entry point to start a chart: a ``tractor`` + Qt runtime
    entry point
    '''
    run_qtractor(
        func=_async_main,
        args=(sym, brokernames, piker_loglevel),
        main_widget=GodWidget,
        tractor_kwargs=tractor_kwargs,
    )
--- a/piker/ui/_axes.py
+++ b/piker/ui/_axes.py
@ -18,45 +18,39 @@
 Chart axes graphics and behavior.
 """
-from functools import lru_cache
+from typing import List, Tuple, Optional
 from typing import Optional, Callable
 from math import floor
-import numpy as np
+import pandas as pd
 import pyqtgraph as pg
 from PyQt5 import QtCore, QtGui, QtWidgets
 from PyQt5.QtCore import QPointF
 from ..data._source import float_digits
 from ._label import Label
 from ._style import DpiAwareFont, hcolor, _font
-from ._interaction import ChartView
+from ..data._source import float_digits
 _axis_pen = pg.mkPen(hcolor('bracket'))
 class Axis(pg.AxisItem):
-    '''
+    """A better axis that sizes tick contents considering font size.
    A better axis that sizes tick contents considering font size.
-    '''
+    """
    def __init__(
        self,
-        linkedsplits,
+        linked_charts,
        typical_max_str: str = '100 000.000',
-        text_color: str = 'bracket',
+        min_tick: int = 2,
        **kwargs
    ) -> None:
-        super().__init__(
+
-            # textPen=textPen,
+        super().__init__(**kwargs)
            **kwargs
        )
        # XXX: pretty sure this makes things slower
-        # self.setCacheMode(QtWidgets.QGraphicsItem.DeviceCoordinateCache)
+        # self.setCacheMode(QtGui.QGraphicsItem.DeviceCoordinateCache)
-        self.linkedsplits = linkedsplits
+        self.linked_charts = linked_charts
        self._min_tick = min_tick
        self._dpi_font = _font
        self.setTickFont(_font.font)
@ -78,128 +72,44 @@ class Axis(pg.AxisItem):
        })
        self.setTickFont(_font.font)
        # NOTE: this is for surrounding "border"
        self.setPen(_axis_pen)
        # this is the text color
        # self.setTextPen(pg.mkPen(hcolor(text_color)))
        self.text_color = text_color
        self.typical_br = _font._qfm.boundingRect(typical_max_str)
        # size the pertinent axis dimension to a "typical value"
        self.size_to_values()
    @property
    def text_color(self) -> str:
        return self._text_color
    @text_color.setter
    def text_color(self, text_color: str) -> None:
        self.setTextPen(pg.mkPen(hcolor(text_color)))
        self._text_color = text_color
    def size_to_values(self) -> None:
        pass
-    def txt_offsets(self) -> tuple[int, int]:
+    def set_min_tick(self, size: int) -> None:
        self._min_tick = size
    def txt_offsets(self) -> Tuple[int, int]:
        return tuple(self.style['tickTextOffset'])
 class PriceAxis(Axis):
    def __init__(
        self,
        *args,
        min_tick: int = 2,
        title: str = '',
        formatter: Optional[Callable[[float], str]] = None,
        **kwargs
    ) -> None:
        super().__init__(*args, **kwargs)
        self.formatter = formatter
        self._min_tick: int = min_tick
        self.title = None
    def set_title(
        self,
        title: str,
        view: Optional[ChartView] = None,
        color: Optional[str] = None,
    ) -> Label:
        '''
        Set a sane UX label using our built-in ``Label``.
        '''
        # XXX: built-in labels but they're huge, and placed weird..
        # self.setLabel(title)
        # self.showLabel()
        label = self.title = Label(
            view=view or self.linkedView(),
            fmt_str=title,
            color=color or self.text_color,
            parent=self,
            # update_on_range_change=False,
        )
        def below_axis() -> QPointF:
            return QPointF(
                0,
                self.size().height(),
            )
        # XXX: doesn't work? have to pass it above
        # label.txt.setParent(self)
        label.scene_anchor = below_axis
        label.render()
        label.show()
        label.update()
        return label
    def set_min_tick(
        self,
        size: int
    ) -> None:
        self._min_tick = size
    def size_to_values(self) -> None:
        # self.typical_br = _font._qfm.boundingRect(typical_max_str)
        self.setWidth(self.typical_br.width())
    # XXX: drop for now since it just eats up h space
-    def tickStrings(
+    def tickStrings(self, vals, scale, spacing):
        self,
        vals: tuple[float],
        scale: float,
        spacing: float,
-    ) -> list[str]:
+        # TODO: figure out how to enforce min tick spacing by passing
-        # TODO: figure out how to enforce min tick spacing by passing it
+        # it into the parent type
-        # into the parent type
+        digits = max(float_digits(spacing * scale), self._min_tick)
        digits = max(
            float_digits(spacing * scale),
            self._min_tick,
        )
        if self.title:
            self.title.update()
        # print(f'vals: {vals}\nscale: {scale}\nspacing: {spacing}')
        # print(f'digits: {digits}')
        if not self.formatter:
        return [
            ('{value:,.{digits}f}').format(
                digits=digits,
                value=v,
            ).replace(',', ' ') for v in vals
        ]
        else:
            return list(map(self.formatter, vals))
 class DynamicDateAxis(Axis):
@ -218,14 +128,13 @@ class DynamicDateAxis(Axis):
    def _indexes_to_timestrs(
        self,
-        indexes: list[int],
+        indexes: List[int],
    ) -> List[str]:
-    ) -> list[str]:
+        # try:
-
+        chart = self.linked_charts.chart
-        chart = self.linkedsplits.chart
+        bars = chart._ohlc
-        flow = chart._flows[chart.name]
+        shm = self.linked_charts.chart._shm
        shm = flow.shm
        bars = shm.array
        first = shm._first.value
        bars_len = len(bars)
@ -242,27 +151,12 @@ class DynamicDateAxis(Axis):
        )]
        # TODO: **don't** have this hard coded shift to EST
-        # delay = times[-1] - times[-2]
+        dts = pd.to_datetime(epochs, unit='s')  # - 4*pd.offsets.Hour()
        dts = np.array(epochs, dtype='datetime64[s]')
-        # see units listing:
+        delay = times[-1] - times[-2]
-        # https://numpy.org/devdocs/reference/arrays.datetime.html#datetime-units
+        return dts.strftime(self.tick_tpl[delay])
        return list(np.datetime_as_string(dts))
-        # TODO: per timeframe formatting?
+    def tickStrings(self, values: List[float], scale, spacing):
        # - we probably need this based on zoom now right?
        # prec = self.np_dt_precision[delay]
        # return dts.strftime(self.tick_tpl[delay])
    def tickStrings(
        self,
        values: tuple[float],
        scale: float,
        spacing: float,
    ) -> list[str]:
        # info = self.tickStrings.cache_info()
        # print(info)
        return self._indexes_to_timestrs(values)
@ -291,7 +185,7 @@ class AxisLabel(pg.GraphicsObject):
        self.setFlag(self.ItemIgnoresTransformations)
        # XXX: pretty sure this is faster
-        self.setCacheMode(QtWidgets.QGraphicsItem.DeviceCoordinateCache)
+        self.setCacheMode(QtGui.QGraphicsItem.DeviceCoordinateCache)
        self._parent = parent
@ -313,8 +207,6 @@ class AxisLabel(pg.GraphicsObject):
        self.path = None
        self.rect = None
        self._pw = self.pixelWidth()
    def paint(
        self,
        p: QtGui.QPainter,
@ -326,7 +218,7 @@ class AxisLabel(pg.GraphicsObject):
        Subtypes can customize further by overloading ``.draw()``.
        """
-        # p.setCompositionMode(QtWidgets.QPainter.CompositionMode_SourceOver)
+        # p.setCompositionMode(QtGui.QPainter.CompositionMode_SourceOver)
        if self.label_str:
@ -340,6 +232,7 @@ class AxisLabel(pg.GraphicsObject):
            p.setPen(self.fg_color)
            p.drawText(self.rect, self.text_flags, self.label_str)
    def draw(
        self,
        p: QtGui.QPainter,
@ -357,17 +250,16 @@ class AxisLabel(pg.GraphicsObject):
        # reason; ok by us
        p.setOpacity(self.opacity)
-        # this cause the L1 labels to glitch out if used in the subtype
+        # this cause the L1 labels to glitch out if used 
-        # and it will leave a small black strip with the arrow path if
+        # in the subtype and it will leave a small black strip
-        # done before the above
+        # with the arrow path if done before the above
        p.fillRect(self.rect, self.bg_color)
    def boundingRect(self):  # noqa
-        '''
+        """Size the graphics space from the text contents.
        Size the graphics space from the text contents.
-        '''
+        """
        if self.label_str:
            self._size_br_from_str(self.label_str)
@ -383,43 +275,34 @@ class AxisLabel(pg.GraphicsObject):
        return QtCore.QRectF()
-    # TODO: but the input probably needs to be the "len" of
+        # return self.rect or QtCore.QRectF()
    # the current text value:
    @lru_cache
    def _size_br_from_str(
        self,
        value: str
-    ) -> tuple[float, float]:
+    def _size_br_from_str(self, value: str) -> None:
-        '''
+        """Do our best to render the bounding rect to a set margin
        Do our best to render the bounding rect to a set margin
        around provided string contents.
-        '''
+        """
        # size the filled rect to text and/or parent axis
        # if not self._txt_br:
-        #     # XXX: this can't be called until stuff is rendered?
+        #     # XXX: this can't be c
        #     self._txt_br = self._dpifont.boundingRect(value)
        txt_br = self._txt_br = self._dpifont.boundingRect(value)
        txt_h, txt_w = txt_br.height(), txt_br.width()
        # print(f'wsw: {self._dpifont.boundingRect(" ")}')
        # allow subtypes to specify a static width and height
        h, w = self.size_hint()
        # print(f'axis size: {self._parent.size()}')
        # print(f'axis geo: {self._parent.geometry()}')
        self.rect = QtCore.QRectF(
            0, 0,
-            (w or txt_w) + self._x_margin / 2,
+            (w or txt_w) + self._x_margin /2,
-            (h or txt_h) + self._y_margin / 2,
+            (h or txt_h) + self._y_margin /2,
        )
        # print(self.rect)
        # hb = self.path.controlPointRect()
        # hb_size = hb.size()
-        return (self.rect.width(), self.rect.height())
+        return self.rect
 # _common_text_flags = (
 #     QtCore.Qt.TextDontClip |
@ -438,7 +321,7 @@ class XAxisLabel(AxisLabel):
        | QtCore.Qt.AlignCenter
    )
-    def size_hint(self) -> tuple[float, float]:
+    def size_hint(self) -> Tuple[float, float]:
        # size to parent axis height
        return self._parent.height(), None
@ -447,34 +330,31 @@ class XAxisLabel(AxisLabel):
        abs_pos: QPointF,  # scene coords
        value: float,  # data for text
        offset: int = 0  # if have margins, k?
    ) -> None:
        timestrs = self._parent._indexes_to_timestrs([int(value)])
-        if not len(timestrs):
+        if not timestrs.any():
            return
        pad = 1*' '
-        self.label_str = pad + str(timestrs[0]) + pad
+        self.label_str = pad + timestrs[0] + pad
        _, y_offset = self._parent.txt_offsets()
        w = self.boundingRect().width()
-        self.setPos(
+        self.setPos(QPointF(
-            QPointF(
+            abs_pos.x() - w/2,
                abs_pos.x() - w/2 - self._pw,
            y_offset/2,
-            )
+        ))
        )
        self.update()
    def _draw_arrow_path(self):
        y_offset = self._parent.style['tickTextOffset'][1]
        path = QtGui.QPainterPath()
        h, w = self.rect.height(), self.rect.width()
-        middle = w/2 - self._pw * 0.5
+        middle = w/2 - 0.5
        aw = h/2
        left = middle - aw
        right = middle + aw
@ -517,13 +397,9 @@ class YAxisLabel(AxisLabel):
        if getattr(self._parent, 'txt_offsets', False):
            self.x_offset, y_offset = self._parent.txt_offsets()
-    def size_hint(self) -> tuple[float, float]:
+    def size_hint(self) -> Tuple[float, float]:
-        # size to parent axis width(-ish)
+        # size to parent axis width
-        wsh = self._dpifont.boundingRect(' ').height() / 2
+        return None, self._parent.width()
        return (
            None,
            self._parent.size().width() - wsh,
        )
    def update_label(
        self,
@ -544,19 +420,16 @@ class YAxisLabel(AxisLabel):
        br = self.boundingRect()
        h = br.height()
-        self.setPos(
+        self.setPos(QPointF(
            QPointF(
            x_offset,
-                abs_pos.y() - h / 2 - self._pw,
+            abs_pos.y() - h / 2 - self._y_margin / 2
-            )
+        ))
        )
        self.update()
    def update_on_resize(self, vr, r):
-        '''
+        """Tiis is a ``.sigRangeChanged()`` handler.
        This is a ``.sigRangeChanged()`` handler.
-        '''
+        """
        index, last = self._last_datum
        if index is not None:
            self.update_from_data(index, last)
@ -566,13 +439,11 @@ class YAxisLabel(AxisLabel):
        index: int,
        value: float,
        _save_last: bool = True,
    ) -> None:
-        '''
+        """Update the label's text contents **and** position from
        Update the label's text contents **and** position from
        a view box coordinate datum.
-        '''
+        """
        if _save_last:
            self._last_datum = (index, value)
@ -586,7 +457,7 @@ class YAxisLabel(AxisLabel):
        path = QtGui.QPainterPath()
        h = self.rect.height()
        path.moveTo(0, 0)
-        path.lineTo(-x_offset - h/4, h/2. - self._pw/2)
+        path.lineTo(-x_offset - h/4, h/2.)
        path.lineTo(0, h)
        path.closeSubpath()
        self.path = path
--- a/piker/ui/_chart.py
+++ b/piker/ui/_chart.py
--- a/piker/ui/_compression.py
+++ b/piker/ui/_compression.py
@ -1,318 +0,0 @@
 # 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/>.
 '''
 Graphics related downsampling routines for compressing to pixel
 limits on the display device.
 '''
 import math
 from typing import Optional
 import numpy as np
 from numpy.lib import recfunctions as rfn
 from numba import (
    jit,
    # float64, optional, int64,
 )
 from ..log import get_logger
 log = get_logger(__name__)
 def hl2mxmn(ohlc: np.ndarray) -> np.ndarray:
    '''
    Convert a OHLC struct-array containing 'high'/'low' columns
    to a "joined" max/min 1-d array.
    '''
    index = ohlc['index']
    hls = ohlc[[
        'low',
        'high',
    ]]
    mxmn = np.empty(2*hls.size, dtype=np.float64)
    x = np.empty(2*hls.size, dtype=np.float64)
    trace_hl(hls, mxmn, x, index[0])
    x = x + index[0]
    return mxmn, x
@jit(
    # TODO: the type annots..
    # float64[:](float64[:],),
    nopython=True,
 )
 def trace_hl(
    hl: 'np.ndarray',
    out: np.ndarray,
    x: np.ndarray,
    start: int,
    # the "offset" values in the x-domain which
    # place the 2 output points around each ``int``
    # master index.
    margin: float = 0.43,
 ) -> None:
    '''
    "Trace" the outline of the high-low values of an ohlc sequence
    as a line such that the maximum deviation (aka disperaion) between
    bars if preserved.
    This routine is expected to modify input arrays in-place.
    '''
    last_l = hl['low'][0]
    last_h = hl['high'][0]
    for i in range(hl.size):
        row = hl[i]
        l, h = row['low'], row['high']
        up_diff = h - last_l
        down_diff = last_h - l
        if up_diff > down_diff:
            out[2*i + 1] = h
            out[2*i] = last_l
        else:
            out[2*i + 1] = l
            out[2*i] = last_h
        last_l = l
        last_h = h
        x[2*i] = int(i) - margin
        x[2*i + 1] = int(i) + margin
    return out
 def ohlc_flatten(
    ohlc: np.ndarray,
    use_mxmn: bool = True,
 ) -> tuple[np.ndarray, np.ndarray]:
    '''
    Convert an OHLCV struct-array into a flat ready-for-line-plotting
    1-d array that is 4 times the size with x-domain values distributed
    evenly (by 0.5 steps) over each index.
    '''
    index = ohlc['index']
    if use_mxmn:
        # traces a line optimally over highs to lows
        # using numba. NOTE: pretty sure this is faster
        # and looks about the same as the below output.
        flat, x = hl2mxmn(ohlc)
    else:
        flat = rfn.structured_to_unstructured(
            ohlc[['open', 'high', 'low', 'close']]
        ).flatten()
        x = np.linspace(
            start=index[0] - 0.5,
            stop=index[-1] + 0.5,
            num=len(flat),
        )
    return x, flat
 def ds_m4(
    x: np.ndarray,
    y: np.ndarray,
    # units-per-pixel-x(dimension)
    uppx: float,
    # XXX: troll zone / easter egg..
    # want to mess with ur pal, pass in the actual
    # pixel width here instead of uppx-proper (i.e. pass
    # in our ``pg.GraphicsObject`` derivative's ``.px_width()``
    # gto mega-trip-out ur bud). Hint, it used to be implemented
    # (wrongly) using "pixel width", so check the git history ;)
    xrange: Optional[float] = None,
 ) -> tuple[int, np.ndarray, np.ndarray]:
    '''
    Downsample using the M4 algorithm.
    This is more or less an OHLC style sampling of a line-style series.
    '''
    # NOTE: this method is a so called "visualization driven data
    # aggregation" approach. It gives error-free line chart
    # downsampling, see
    # further scientific paper resources:
    # - http://www.vldb.org/pvldb/vol7/p797-jugel.pdf
    # - http://www.vldb.org/2014/program/papers/demo/p997-jugel.pdf
    # Details on implementation of this algo are based in,
    # https://github.com/pikers/piker/issues/109
    # XXX: from infinite on downsampling viewable graphics:
    # "one thing i remembered about the binning - if you are
    # picking a range within your timeseries the start and end bin
    # should be one more bin size outside the visual range, then
    # you get better visual fidelity at the edges of the graph"
    # "i didn't show it in the sample code, but it's accounted for
    # in the start and end indices and number of bins"
    # should never get called unless actually needed
    assert uppx > 1
    # NOTE: if we didn't pre-slice the data to downsample
    # you could in theory pass these as the slicing params,
    # do we care though since we can always just pre-slice the
    # input?
    x_start = x[0]  # x value start/lowest in domain
    if xrange is None:
        x_end = x[-1]  # x end value/highest in domain
        xrange = (x_end - x_start)
    # XXX: always round up on the input pixels
    # lnx = len(x)
    # uppx *= max(4 / (1 + math.log(uppx, 2)), 1)
    pxw = math.ceil(xrange / uppx)
    # scale up the frame "width" directly with uppx
    w = uppx
    # ensure we make more then enough
    # frames (windows) for the output pixel
    frames = pxw
    # if we have more and then exact integer's
    # (uniform quotient output) worth of datum-domain-points
    # per windows-frame, add one more window to ensure
    # we have room for all output down-samples.
    pts_per_pixel, r = divmod(xrange, frames)
    if r:
        # while r:
        frames += 1
        pts_per_pixel, r = divmod(xrange, frames)
    # print(
    #     f'uppx: {uppx}\n'
    #     f'xrange: {xrange}\n'
    #     f'pxw: {pxw}\n'
    #     f'frames: {frames}\n'
    # )
    assert frames >= (xrange / uppx)
    # call into ``numba``
    nb, i_win, y_out = _m4(
        x,
        y,
        frames,
        # TODO: see func below..
        # i_win,
        # y_out,
        # first index in x data to start at
        x_start,
        # window size for each "frame" of data to downsample (normally
        # scaled by the ratio of pixels on screen to data in x-range).
        w,
    )
    # filter out any overshoot in the input allocation arrays by
    # removing zero-ed tail entries which should start at a certain
    # index.
    i_win = i_win[i_win != 0]
    y_out = y_out[:i_win.size]
    return nb, i_win, y_out
@jit(
    nopython=True,
    nogil=True,
 )
 def _m4(
    xs: np.ndarray,
    ys: np.ndarray,
    frames: int,
    # TODO: using this approach by having the ``.zeros()`` alloc lines
    # below, in put python was causing segs faults and alloc crashes..
    # we might need to see how it behaves with shm arrays and consider
    # allocating them once at startup?
    # pre-alloc array of x indices mapping to the start
    # of each window used for downsampling in y.
    # i_win: np.ndarray,
    # pre-alloc array of output downsampled y values
    # y_out: np.ndarray,
    x_start: int,
    step: float,
 ) -> int:
    # nbins = len(i_win)
    # count = len(xs)
    # these are pre-allocated and mutated by ``numba``
    # code in-place.
    y_out = np.zeros((frames, 4), ys.dtype)
    i_win = np.zeros(frames, xs.dtype)
    bincount = 0
    x_left = x_start
    # Find the first window's starting value which *includes* the
    # first value in the x-domain array, i.e. the first
    # "left-side-of-window" **plus** the downsampling step,
    # creates a window which includes the first x **value**.
    while xs[0] >= x_left + step:
        x_left += step
    # set all bins in the left-most entry to the starting left-most x value
    # (aka a row broadcast).
    i_win[bincount] = x_left
    # set all y-values to the first value passed in.
    y_out[bincount] = ys[0]
    for i in range(len(xs)):
        x = xs[i]
        y = ys[i]
        if x < x_left + step:   # the current window "step" is [bin, bin+1)
            y_out[bincount, 1] = min(y, y_out[bincount, 1])
            y_out[bincount, 2] = max(y, y_out[bincount, 2])
            y_out[bincount, 3] = y
        else:
            # Find the next bin
            while x >= x_left + step:
                x_left += step
            bincount += 1
            i_win[bincount] = x_left
            y_out[bincount] = y
    return bincount, i_win, y_out
--- a/piker/ui/_curve.py
+++ b/piker/ui/_curve.py
@ -1,484 +0,0 @@
 # 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/>.
 """
 Fast, smooth, sexy curves.
 """
 from contextlib import contextmanager as cm
 from typing import Optional, Callable
 import numpy as np
 import pyqtgraph as pg
 from PyQt5 import QtWidgets
 from PyQt5.QtWidgets import QGraphicsItem
 from PyQt5.QtCore import (
    Qt,
    QLineF,
    QSizeF,
    QRectF,
    # QRect,
    QPointF,
 )
 from PyQt5.QtGui import (
    QPainter,
    QPainterPath,
 )
 from .._profile import pg_profile_enabled, ms_slower_then
 from ._style import hcolor
 # from ._compression import (
 #     # ohlc_to_m4_line,
 #     ds_m4,
 # )
 from ..log import get_logger
 log = get_logger(__name__)
 _line_styles: dict[str, int] = {
    'solid': Qt.PenStyle.SolidLine,
    'dash': Qt.PenStyle.DashLine,
    'dot': Qt.PenStyle.DotLine,
    'dashdot': Qt.PenStyle.DashDotLine,
 }
 class Curve(pg.GraphicsObject):
    '''
    A faster, simpler, append friendly version of
    ``pyqtgraph.PlotCurveItem`` built for highly customizable real-time
    updates.
    This type is a much stripped down version of a ``pyqtgraph`` style
    "graphics object" in the sense that the internal lower level
    graphics which are drawn in the ``.paint()`` method are actually
    rendered outside of this class entirely and instead are assigned as
    state (instance vars) here and then drawn during a Qt graphics
    cycle.
    The main motivation for this more modular, composed design is that
    lower level graphics data can be rendered in different threads and
    then read and drawn in this main thread without having to worry
    about dealing with Qt's concurrency primitives. See
    ``piker.ui._flows.Renderer`` for details and logic related to lower
    level path generation and incremental update. The main differences in
    the path generation code include:
    - avoiding regeneration of the entire historical path where possible
      and instead only updating the "new" segment(s) via a ``numpy``
      array diff calc.
    - here, the "last" graphics datum-segment is drawn independently
      such that near-term (high frequency) discrete-time-sampled style
      updates don't trigger a full path redraw.
    '''
    # sub-type customization methods
    sub_br: Optional[Callable] = None
    sub_paint: Optional[Callable] = None
    declare_paintables: Optional[Callable] = None
    def __init__(
        self,
        *args,
        step_mode: bool = False,
        color: str = 'default_lightest',
        fill_color: Optional[str] = None,
        style: str = 'solid',
        name: Optional[str] = None,
        use_fpath: bool = True,
        **kwargs
    ) -> None:
        self._name = name
        # brutaaalll, see comments within..
        self.yData = None
        self.xData = None
        # self._last_cap: int = 0
        self.path: Optional[QPainterPath] = None
        # additional path used for appends which tries to avoid
        # triggering an update/redraw of the presumably larger
        # historical ``.path`` above.
        self.use_fpath = use_fpath
        self.fast_path: Optional[QPainterPath] = None
        # TODO: we can probably just dispense with the parent since
        # we're basically only using the pen setting now...
        super().__init__(*args, **kwargs)
        # all history of curve is drawn in single px thickness
        pen = pg.mkPen(hcolor(color))
        pen.setStyle(_line_styles[style])
        if 'dash' in style:
            pen.setDashPattern([8, 3])
        self._pen = pen
        # last segment is drawn in 2px thickness for emphasis
        # self.last_step_pen = pg.mkPen(hcolor(color), width=2)
        self.last_step_pen = pg.mkPen(pen, width=2)
        # self._last_line: Optional[QLineF] = None
        self._last_line = QLineF()
        self._last_w: float = 1
        # flat-top style histogram-like discrete curve
        # self._step_mode: bool = step_mode
        # self._fill = True
        self._brush = pg.functions.mkBrush(hcolor(fill_color or color))
        # NOTE: this setting seems to mostly prevent redraws on mouse
        # interaction which is a huge boon for avg interaction latency.
        # TODO: one question still remaining is if this makes trasform
        # interactions slower (such as zooming) and if so maybe if/when
        # we implement a "history" mode for the view we disable this in
        # that mode?
        # don't enable caching by default for the case where the
        # only thing drawn is the "last" line segment which can
        # have a weird artifact where it won't be fully drawn to its
        # endpoint (something we saw on trade rate curves)
        self.setCacheMode(QGraphicsItem.DeviceCoordinateCache)
        # XXX: see explanation for different caching modes:
        # https://stackoverflow.com/a/39410081
        # seems to only be useful if we don't re-generate the entire
        # QPainterPath every time
        # curve.setCacheMode(QtWidgets.QGraphicsItem.DeviceCoordinateCache)
        # don't ever use this - it's a colossal nightmare of artefacts
        # and is disastrous for performance.
        # curve.setCacheMode(QtWidgets.QGraphicsItem.ItemCoordinateCache)
        # allow sub-type customization
        declare = self.declare_paintables
        if declare:
            declare()
    # TODO: probably stick this in a new parent
    # type which will contain our own version of
    # what ``PlotCurveItem`` had in terms of base
    # functionality? A `FlowGraphic` maybe?
    def x_uppx(self) -> int:
        px_vecs = self.pixelVectors()[0]
        if px_vecs:
            xs_in_px = px_vecs.x()
            return round(xs_in_px)
        else:
            return 0
    def px_width(self) -> float:
        vb = self.getViewBox()
        if not vb:
            return 0
        vr = self.viewRect()
        l, r = int(vr.left()), int(vr.right())
        start, stop = self._xrange
        lbar = max(l, start)
        rbar = min(r, stop)
        return vb.mapViewToDevice(
            QLineF(lbar, 0, rbar, 0)
        ).length()
    # XXX: lol brutal, the internals of `CurvePoint` (inherited by
    # our `LineDot`) required ``.getData()`` to work..
    def getData(self):
        return self.xData, self.yData
    def clear(self):
        '''
        Clear internal graphics making object ready for full re-draw.
        '''
        # NOTE: original code from ``pg.PlotCurveItem``
        self.xData = None
        self.yData = None
        # XXX: previously, if not trying to leverage `.reserve()` allocs
        # then you might as well create a new one..
        # self.path = None
        # path reservation aware non-mem de-alloc cleaning
        if self.path:
            self.path.clear()
            if self.fast_path:
                # self.fast_path.clear()
                self.fast_path = None
    @cm
    def reset_cache(self) -> None:
        self.setCacheMode(QtWidgets.QGraphicsItem.NoCache)
        yield
        self.setCacheMode(QGraphicsItem.DeviceCoordinateCache)
    def boundingRect(self):
        '''
        Compute and then cache our rect.
        '''
        if self.path is None:
            return QPainterPath().boundingRect()
        else:
            # dynamically override this method after initial
            # path is created to avoid requiring the above None check
            self.boundingRect = self._path_br
            return self._path_br()
    def _path_br(self):
        '''
        Post init ``.boundingRect()```.
        '''
        # hb = self.path.boundingRect()
        hb = self.path.controlPointRect()
        hb_size = hb.size()
        fp = self.fast_path
        if fp:
            fhb = fp.controlPointRect()
            hb_size = fhb.size() + hb_size
        # print(f'hb_size: {hb_size}')
        # if self._last_step_rect:
        #     hb_size += self._last_step_rect.size()
        # if self._line:
        #     br = self._last_step_rect.bottomRight()
        # tl = QPointF(
        #     # self._vr[0],
        #     # hb.topLeft().y(),
        #     # 0,
        #     # hb_size.height() + 1
        # )
        #     br = self._last_step_rect.bottomRight()
        w = hb_size.width()
        h = hb_size.height()
        sbr = self.sub_br
        if sbr:
            w, h = self.sub_br(w, h)
        else:
            # assume plain line graphic and use
            # default unit step in each direction.
            # only on a plane line do we include
            # and extra index step's worth of width
            # since in the step case the end of the curve
            # actually terminates earlier so we don't need
            # this for the last step.
            w += self._last_w
            # ll = self._last_line
            h += 1  # ll.y2() - ll.y1()
        # br = QPointF(
        #     self._vr[-1],
        #     # tl.x() + w,
        #     tl.y() + h,
        # )
        br = QRectF(
            # top left
            # hb.topLeft()
            # tl,
            QPointF(hb.topLeft()),
            # br,
            # total size
            # QSizeF(hb_size)
            # hb_size,
            QSizeF(w, h)
        )
        # print(f'bounding rect: {br}')
        return br
    def paint(
        self,
        p: QPainter,
        opt: QtWidgets.QStyleOptionGraphicsItem,
        w: QtWidgets.QWidget
    ) -> None:
        profiler = pg.debug.Profiler(
            msg=f'Curve.paint(): `{self._name}`',
            disabled=not pg_profile_enabled(),
            ms_threshold=ms_slower_then,
        )
        sub_paint = self.sub_paint
        if sub_paint:
            sub_paint(p, profiler)
        p.setPen(self.last_step_pen)
        p.drawLine(self._last_line)
        profiler('.drawLine()')
        p.setPen(self._pen)
        path = self.path
        # cap = path.capacity()
        # if cap != self._last_cap:
        #     print(f'NEW CAPACITY: {self._last_cap} -> {cap}')
        #     self._last_cap = cap
        if path:
            p.drawPath(path)
            profiler(f'.drawPath(path): {path.capacity()}')
        fp = self.fast_path
        if fp:
            p.drawPath(fp)
            profiler('.drawPath(fast_path)')
        # TODO: try out new work from `pyqtgraph` main which should
        # repair horrid perf (pretty sure i did and it was still
        # horrible?):
        # https://github.com/pyqtgraph/pyqtgraph/pull/2032
        # if self._fill:
        #     brush = self.opts['brush']
        #     p.fillPath(self.path, brush)
    def draw_last_datum(
        self,
        path: QPainterPath,
        src_data: np.ndarray,
        render_data: np.ndarray,
        reset: bool,
        array_key: str,
    ) -> None:
        # default line draw last call
        # with self.reset_cache():
        x = render_data['index']
        y = render_data[array_key]
        # draw the "current" step graphic segment so it
        # lines up with the "middle" of the current
        # (OHLC) sample.
        self._last_line = QLineF(
            x[-2], y[-2],
            x[-1], y[-1],
        )
        return x, y
 # TODO: this should probably be a "downsampled" curve type
 # that draws a bar-style (but for the px column) last graphics
 # element such that the current datum in view can be shown
 # (via it's max / min) even when highly zoomed out.
 class FlattenedOHLC(Curve):
    def draw_last_datum(
        self,
        path: QPainterPath,
        src_data: np.ndarray,
        render_data: np.ndarray,
        reset: bool,
        array_key: str,
    ) -> None:
        lasts = src_data[-2:]
        x = lasts['index']
        y = lasts['close']
        # draw the "current" step graphic segment so it
        # lines up with the "middle" of the current
        # (OHLC) sample.
        self._last_line = QLineF(
            x[-2], y[-2],
            x[-1], y[-1]
        )
        return x, y
 class StepCurve(Curve):
    def declare_paintables(
        self,
    ) -> None:
        self._last_step_rect = QRectF()
    def draw_last_datum(
        self,
        path: QPainterPath,
        src_data: np.ndarray,
        render_data: np.ndarray,
        reset: bool,
        array_key: str,
        w: float = 0.5,
    ) -> None:
        # TODO: remove this and instead place all step curve
        # updating into pre-path data render callbacks.
        # full input data
        x = src_data['index']
        y = src_data[array_key]
        x_last = x[-1]
        y_last = y[-1]
        # lol, commenting this makes step curves
        # all "black" for me :eyeroll:..
        self._last_line = QLineF(
            x_last - w, 0,
            x_last + w, 0,
        )
        self._last_step_rect = QRectF(
            x_last - w, 0,
            x_last + w, y_last,
        )
        return x, y
    def sub_paint(
        self,
        p: QPainter,
        profiler: pg.debug.Profiler,
    ) -> None:
        # p.drawLines(*tuple(filter(bool, self._last_step_lines)))
        # p.drawRect(self._last_step_rect)
        p.fillRect(self._last_step_rect, self._brush)
        profiler('.fillRect()')
    def sub_br(
        self,
        path_w: float,
        path_h: float,
    ) -> (float, float):
        # passthrough
        return path_w, path_h
--- a/piker/ui/_display.py
+++ b/piker/ui/_display.py
@ -1,863 +0,0 @@
 # 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/>.
 '''
 real-time display tasks for charting graphics update.
 this module ties together quote and computational (fsp) streams with
 graphics update methods via our custom ``pyqtgraph`` charting api.
 '''
 from dataclasses import dataclass
 from functools import partial
 import time
 from typing import Optional, Any, Callable
 import numpy as np
 import tractor
 import trio
 import pendulum
 import pyqtgraph as pg
 # from .. import brokers
 from ..data.feed import open_feed
 from ._axes import YAxisLabel
 from ._chart import (
    ChartPlotWidget,
    LinkedSplits,
    GodWidget,
 )
 from ._l1 import L1Labels
 from ._fsp import (
    update_fsp_chart,
    start_fsp_displays,
    has_vlm,
    open_vlm_displays,
 )
 from ..data._sharedmem import ShmArray
 from ..data._source import tf_in_1s
 from ._forms import (
    FieldsForm,
    mk_order_pane_layout,
 )
 from .order_mode import open_order_mode
 from .._profile import (
    pg_profile_enabled,
    ms_slower_then,
 )
 from ..log import get_logger
 log = get_logger(__name__)
 # TODO: load this from a config.toml!
 _quote_throttle_rate: int = 22  # Hz
 # a working tick-type-classes template
 _tick_groups = {
    'clears': {'trade', 'utrade', 'last'},
    'bids': {'bid', 'bsize'},
    'asks': {'ask', 'asize'},
 }
 # TODO: delegate this to each `Flow.maxmin()` which includes
 # caching and further we should implement the following stream based
 # approach, likely with ``numba``:
 # https://arxiv.org/abs/cs/0610046
 # https://github.com/lemire/pythonmaxmin
 def chart_maxmin(
    chart: ChartPlotWidget,
    ohlcv_shm: ShmArray,
    vlm_chart: Optional[ChartPlotWidget] = None,
 ) -> tuple[
    tuple[int, int, int, int],
    float,
    float,
    float,
 ]:
    '''
    Compute max and min datums "in view" for range limits.
    '''
    last_bars_range = chart.bars_range()
    out = chart.maxmin()
    if out is None:
        return (last_bars_range, 0, 0, 0)
    mn, mx = out
    mx_vlm_in_view = 0
    if vlm_chart:
        out = vlm_chart.maxmin()
        if out:
            _, mx_vlm_in_view = out
    return (
        last_bars_range,
        mx,
        max(mn, 0),  # presuming price can't be negative?
        mx_vlm_in_view,
    )
@dataclass
 class DisplayState:
    '''
    Chart-local real-time graphics state container.
    '''
    quotes: dict[str, Any]
    maxmin: Callable
    ohlcv: ShmArray
    # high level chart handles
    linked: LinkedSplits
    chart: ChartPlotWidget
    vlm_chart: ChartPlotWidget
    # axis labels
    l1: L1Labels
    last_price_sticky: YAxisLabel
    vlm_sticky: YAxisLabel
    # misc state tracking
    vars: dict[str, Any]
    wap_in_history: bool = False
 async def graphics_update_loop(
    linked: LinkedSplits,
    stream: tractor.MsgStream,
    ohlcv: np.ndarray,
    wap_in_history: bool = False,
    vlm_chart: Optional[ChartPlotWidget] = None,
 ) -> None:
    '''
    The 'main' (price) chart real-time update loop.
    Receive from the primary instrument quote stream and update the OHLC
    chart.
    '''
    # TODO: bunch of stuff (some might be done already, can't member):
    # - I'm starting to think all this logic should be
    #   done in one place and "graphics update routines"
    #   should not be doing any length checking and array diffing.
    # - handle odd lot orders
    # - update last open price correctly instead
    #   of copying it from last bar's close
    # - 1-5 sec bar lookback-autocorrection like tws does?
    #   (would require a background history checker task)
    display_rate = linked.godwidget.window.current_screen().refreshRate()
    chart = linked.chart
    # update last price sticky
    last_price_sticky = chart._ysticks[chart.name]
    last_price_sticky.update_from_data(
        *ohlcv.array[-1][['index', 'close']]
    )
    if vlm_chart:
        vlm_sticky = vlm_chart._ysticks['volume']
    maxmin = partial(
        chart_maxmin,
        chart,
        ohlcv,
        vlm_chart,
    )
    last_bars_range: tuple[float, float]
    (
        last_bars_range,
        last_mx,
        last_mn,
        last_mx_vlm,
    ) = maxmin()
    last, volume = ohlcv.array[-1][['close', 'volume']]
    symbol = chart.linked.symbol
    l1 = L1Labels(
        chart,
        # determine precision/decimal lengths
        digits=symbol.tick_size_digits,
        size_digits=symbol.lot_size_digits,
    )
    chart._l1_labels = l1
    # TODO:
    # - in theory we should be able to read buffer data faster
    #   then msgs arrive.. needs some tinkering and testing
    # - if trade volume jumps above / below prior L1 price
    #   levels this might be dark volume we need to
    #   present differently -> likely dark vlm
    tick_size = chart.linked.symbol.tick_size
    tick_margin = 3 * tick_size
    chart.show()
    # view = chart.view
    last_quote = time.time()
    i_last = ohlcv.index
    # async def iter_drain_quotes():
    #     # NOTE: all code below this loop is expected to be synchronous
    #     # and thus draw instructions are not picked up jntil the next
    #     # wait / iteration.
    #     async for quotes in stream:
    #         while True:
    #             try:
    #                 moar = stream.receive_nowait()
    #             except trio.WouldBlock:
    #                 yield quotes
    #                 break
    #             else:
    #                 for sym, quote in moar.items():
    #                     ticks_frame = quote.get('ticks')
    #                     if ticks_frame:
    #                         quotes[sym].setdefault(
    #                             'ticks', []).extend(ticks_frame)
    #                     print('pulled extra')
    #                 yield quotes
    # async for quotes in iter_drain_quotes():
    ds = linked.display_state = DisplayState(**{
        'quotes': {},
        'linked': linked,
        'maxmin': maxmin,
        'ohlcv': ohlcv,
        'chart': chart,
        'last_price_sticky': last_price_sticky,
        'vlm_chart': vlm_chart,
        'vlm_sticky': vlm_sticky,
        'l1': l1,
        'vars': {
            'tick_margin': tick_margin,
            'i_last': i_last,
            'i_last_append': i_last,
            'last_mx_vlm': last_mx_vlm,
            'last_mx': last_mx,
            'last_mn': last_mn,
        }
    })
    chart.default_view()
    # main real-time quotes update loop
    async for quotes in stream:
        ds.quotes = quotes
        quote_period = time.time() - last_quote
        quote_rate = round(
            1/quote_period, 1) if quote_period > 0 else float('inf')
        if (
            quote_period <= 1/_quote_throttle_rate
            # in the absolute worst case we shouldn't see more then
            # twice the expected throttle rate right!?
            # and quote_rate >= _quote_throttle_rate * 2
            and quote_rate >= display_rate
        ):
            log.warning(f'High quote rate {symbol.key}: {quote_rate}')
        last_quote = time.time()
        # chart isn't active/shown so skip render cycle and pause feed(s)
        if chart.linked.isHidden():
            chart.pause_all_feeds()
            continue
        ic = chart.view._ic
        if ic:
            chart.pause_all_feeds()
            await ic.wait()
            chart.resume_all_feeds()
        # sync call to update all graphics/UX components.
        graphics_update_cycle(ds)
 def graphics_update_cycle(
    ds: DisplayState,
    wap_in_history: bool = False,
    trigger_all: bool = False,  # flag used by prepend history updates
    prepend_update_index: Optional[int] = None,
 ) -> None:
    # TODO: eventually optimize this whole graphics stack with ``numba``
    # hopefully XD
    chart = ds.chart
    profiler = pg.debug.Profiler(
        msg=f'Graphics loop cycle for: `{chart.name}`',
        delayed=True,
        disabled=not pg_profile_enabled(),
        # disabled=True,
        ms_threshold=ms_slower_then,
        # ms_threshold=1/12 * 1e3,
    )
    # unpack multi-referenced components
    vlm_chart = ds.vlm_chart
    l1 = ds.l1
    ohlcv = ds.ohlcv
    array = ohlcv.array
    vars = ds.vars
    tick_margin = vars['tick_margin']
    update_uppx = 16
    for sym, quote in ds.quotes.items():
        # compute the first available graphic's x-units-per-pixel
        uppx = vlm_chart.view.x_uppx()
        # NOTE: vlm may be written by the ``brokerd`` backend
        # event though a tick sample is not emitted.
        # TODO: show dark trades differently
        # https://github.com/pikers/piker/issues/116
        # NOTE: this used to be implemented in a dedicated
        # "increment task": ``check_for_new_bars()`` but it doesn't
        # make sense to do a whole task switch when we can just do
        # this simple index-diff and all the fsp sub-curve graphics
        # are diffed on each draw cycle anyway; so updates to the
        # "curve" length is already automatic.
        # increment the view position by the sample offset.
        i_step = ohlcv.index
        i_diff = i_step - vars['i_last']
        vars['i_last'] = i_step
        append_diff = i_step - vars['i_last_append']
        # update the "last datum" (aka extending the flow graphic with
        # new data) only if the number of unit steps is >= the number of
        # such unit steps per pixel (aka uppx). Iow, if the zoom level
        # is such that a datum(s) update to graphics wouldn't span
        # to a new pixel, we don't update yet.
        do_append = (append_diff >= uppx)
        if do_append:
            vars['i_last_append'] = i_step
        do_rt_update = uppx < update_uppx
        # print(
        #     f'append_diff:{append_diff}\n'
        #     f'uppx:{uppx}\n'
        #     f'do_append: {do_append}'
        # )
        # TODO: we should only run mxmn when we know
        # an update is due via ``do_append`` above.
        (
            brange,
            mx_in_view,
            mn_in_view,
            mx_vlm_in_view,
        ) = ds.maxmin()
        l, lbar, rbar, r = brange
        mx = mx_in_view + tick_margin
        mn = mn_in_view - tick_margin
        profiler('`ds.maxmin()` call')
        liv = r >= i_step  # the last datum is in view
        if (
            prepend_update_index is not None
            and lbar > prepend_update_index
        ):
            # on a history update (usually from the FSP subsys)
            # if the segment of history that is being prepended
            # isn't in view there is no reason to do a graphics
            # update.
            log.debug('Skipping prepend graphics cycle: frame not in view')
            return
        # don't real-time "shift" the curve to the
        # left unless we get one of the following:
        if (
            (
                # i_diff > 0  # no new sample step
                do_append
                # and uppx < 4  # chart is zoomed out very far
                and liv
            )
            or trigger_all
        ):
            # TODO: we should track and compute whether the last
            # pixel in a curve should show new data based on uppx
            # and then iff update curves and shift?
            chart.increment_view(steps=i_diff)
            if vlm_chart:
                vlm_chart.increment_view(steps=i_diff)
            profiler('view incremented')
        ticks_frame = quote.get('ticks', ())
        frames_by_type: dict[str, dict] = {}
        lasts = {}
        # build tick-type "frames" of tick sequences since
        # likely the tick arrival rate is higher then our
        # (throttled) quote stream rate.
        for tick in ticks_frame:
            price = tick.get('price')
            ticktype = tick.get('type')
            if ticktype == 'n/a' or price == -1:
                # okkk..
                continue
            # keys are entered in olded-event-inserted-first order
            # since we iterate ``ticks_frame`` in standard order
            # above. in other words the order of the keys is the order
            # of tick events by type from the provider feed.
            frames_by_type.setdefault(ticktype, []).append(tick)
            # overwrites so the last tick per type is the entry
            lasts[ticktype] = tick
        # from pprint import pformat
        # frame_counts = {
        #     typ: len(frame) for typ, frame in frames_by_type.items()
        # }
        # print(f'{pformat(frame_counts)}')
        # print(f'framed: {pformat(frames_by_type)}')
        # print(f'lasts: {pformat(lasts)}')
        # TODO: eventually we want to separate out the utrade (aka
        # dark vlm prices) here and show them as an additional
        # graphic.
        clear_types = _tick_groups['clears']
        # XXX: if we wanted to iterate in "latest" (i.e. most
        # current) tick first order as an optimization where we only
        # update from the last tick from each type class.
        # last_clear_updated: bool = False
        # update ohlc sampled price bars
        if (
            do_rt_update
            or do_append
            or trigger_all
        ):
            chart.update_graphics_from_flow(
                chart.name,
                # do_append=uppx < update_uppx,
                do_append=do_append,
            )
        # NOTE: we always update the "last" datum
        # since the current range should at least be updated
        # to it's max/min on the last pixel.
        # iterate in FIFO order per tick-frame
        for typ, tick in lasts.items():
            price = tick.get('price')
            size = tick.get('size')
            # compute max and min prices (including bid/ask) from
            # tick frames to determine the y-range for chart
            # auto-scaling.
            # TODO: we need a streaming minmax algo here, see def above.
            if liv:
                mx = max(price + tick_margin, mx)
                mn = min(price - tick_margin, mn)
            if typ in clear_types:
                # XXX: if we only wanted to update graphics from the
                # "current"/"latest received" clearing price tick
                # once (see alt iteration order above).
                # if last_clear_updated:
                #     continue
                # last_clear_updated = True
                # we only want to update grahpics from the *last*
                # tick event that falls under the "clearing price"
                # set.
                # update price sticky(s)
                end = array[-1]
                ds.last_price_sticky.update_from_data(
                    *end[['index', 'close']]
                )
                if wap_in_history:
                    # update vwap overlay line
                    chart.update_graphics_from_flow(
                        'bar_wap',
                    )
            # L1 book label-line updates
            # XXX: is this correct for ib?
            # if ticktype in ('trade', 'last'):
            # if ticktype in ('last',):  # 'size'):
            if typ in ('last',):  # 'size'):
                label = {
                    l1.ask_label.fields['level']: l1.ask_label,
                    l1.bid_label.fields['level']: l1.bid_label,
                }.get(price)
                if (
                    label is not None
                    and liv
                ):
                    label.update_fields(
                        {'level': price, 'size': size}
                    )
                    # TODO: on trades should we be knocking down
                    # the relevant L1 queue?
                    # label.size -= size
            elif (
                typ in _tick_groups['asks']
                # TODO: instead we could check if the price is in the
                # y-view-range?
                and liv
            ):
                l1.ask_label.update_fields({'level': price, 'size': size})
            elif (
                typ in _tick_groups['bids']
                # TODO: instead we could check if the price is in the
                # y-view-range?
                and liv
            ):
                l1.bid_label.update_fields({'level': price, 'size': size})
        # check for y-range re-size
        if (
            (mx > vars['last_mx']) or (mn < vars['last_mn'])
            and not chart._static_yrange == 'axis'
            and liv
        ):
            main_vb = chart.view
            if (
                main_vb._ic is None
                or not main_vb._ic.is_set()
            ):
                # print(f'updating range due to mxmn')
                main_vb._set_yrange(
                    # TODO: we should probably scale
                    # the view margin based on the size
                    # of the true range? This way you can
                    # slap in orders outside the current
                    # L1 (only) book range.
                    # range_margin=0.1,
                    yrange=(mn, mx),
                )
        # XXX: update this every draw cycle to make L1-always-in-view work.
        vars['last_mx'], vars['last_mn'] = mx, mn
        # run synchronous update on all linked flows
        # TODO: should the "main" (aka source) flow be special?
        for curve_name, flow in chart._flows.items():
            # update any overlayed fsp flows
            if curve_name != chart.data_key:
                update_fsp_chart(
                    chart,
                    flow,
                    curve_name,
                    array_key=curve_name,
                )
            # even if we're downsampled bigly
            # draw the last datum in the final
            # px column to give the user the mx/mn
            # range of that set.
            if (
                not do_append
                # and not do_rt_update
                and liv
            ):
                flow.draw_last(
                    array_key=curve_name,
                    only_last_uppx=True,
                )
        # volume chart logic..
        # TODO: can we unify this with the above loop?
        if vlm_chart:
            # always update y-label
            ds.vlm_sticky.update_from_data(
                *array[-1][['index', 'volume']]
            )
            if (
                (
                    do_rt_update
                    or do_append
                    and liv
                )
                or trigger_all
            ):
                # TODO: make it so this doesn't have to be called
                # once the $vlm is up?
                vlm_chart.update_graphics_from_flow(
                    'volume',
                    # UGGGh, see ``maxmin()`` impl in `._fsp` for
                    # the overlayed plotitems... we need a better
                    # bay to invoke a maxmin per overlay..
                    render=False,
                    # XXX: ^^^^ THIS IS SUPER IMPORTANT! ^^^^
                    # without this, since we disable the
                    # 'volume' (units) chart after the $vlm starts
                    # up we need to be sure to enable this
                    # auto-ranging otherwise there will be no handler
                    # connected to update accompanying overlay
                    # graphics..
                )
                profiler('`vlm_chart.update_graphics_from_flow()`')
                if (
                    mx_vlm_in_view != vars['last_mx_vlm']
                ):
                    yrange = (0, mx_vlm_in_view * 1.375)
                    vlm_chart.view._set_yrange(
                        yrange=yrange,
                    )
                    profiler('`vlm_chart.view._set_yrange()`')
                    # print(f'mx vlm: {last_mx_vlm} -> {mx_vlm_in_view}')
                    vars['last_mx_vlm'] = mx_vlm_in_view
            for curve_name, flow in vlm_chart._flows.items():
                if (
                    curve_name != 'volume' and
                    flow.render and (
                        liv and
                        do_rt_update or do_append
                    )
                ):
                    update_fsp_chart(
                        vlm_chart,
                        flow,
                        curve_name,
                        array_key=curve_name,
                        # do_append=uppx < update_uppx,
                        do_append=do_append,
                    )
                    # is this even doing anything?
                    # (pretty sure it's the real-time
                    # resizing from last quote?)
                    fvb = flow.plot.vb
                    fvb._set_yrange(
                        name=curve_name,
                    )
                elif (
                    curve_name != 'volume'
                    and not do_append
                    and liv
                    and uppx >= 1
                    # even if we're downsampled bigly
                    # draw the last datum in the final
                    # px column to give the user the mx/mn
                    # range of that set.
                ):
                    # always update the last datum-element
                    # graphic for all flows
                    # print(f'drawing last {flow.name}')
                    flow.draw_last(array_key=curve_name)
 async def display_symbol_data(
    godwidget: GodWidget,
    provider: str,
    sym: str,
    loglevel: str,
    order_mode_started: trio.Event,
 ) -> None:
    '''
    Spawn a real-time updated chart for ``symbol``.
    Spawned ``LinkedSplits`` chart widgets can remain up but hidden so
    that multiple symbols can be viewed and switched between extremely
    fast from a cached watch-list.
    '''
    sbar = godwidget.window.status_bar
    loading_sym_key = sbar.open_status(
        f'loading {sym}.{provider} ->',
        group_key=True
    )
    # historical data fetch
    # brokermod = brokers.get_brokermod(provider)
    # ohlc_status_done = sbar.open_status(
    #     'retreiving OHLC history.. ',
    #     clear_on_next=True,
    #     group_key=loading_sym_key,
    # )
    fqsn = '.'.join((sym, provider))
    async with open_feed(
        [fqsn],
        loglevel=loglevel,
        # limit to at least display's FPS
        # avoiding needless Qt-in-guest-mode context switches
        tick_throttle=_quote_throttle_rate,
    ) as feed:
        ohlcv: ShmArray = feed.shm
        bars = ohlcv.array
        symbol = feed.symbols[sym]
        fqsn = symbol.front_fqsn()
        times = bars['time']
        end = pendulum.from_timestamp(times[-1])
        start = pendulum.from_timestamp(times[times != times[-1]][-1])
        step_size_s = (end - start).seconds
        tf_key = tf_in_1s[step_size_s]
        # load in symbol's ohlc data
        godwidget.window.setWindowTitle(
            f'{fqsn} '
            f'tick:{symbol.tick_size} '
            f'step:{tf_key} '
        )
        linked = godwidget.linkedsplits
        linked._symbol = symbol
        # generate order mode side-pane UI
        # A ``FieldsForm`` form to configure order entry
        pp_pane: FieldsForm = mk_order_pane_layout(godwidget)
        # add as next-to-y-axis singleton pane
        godwidget.pp_pane = pp_pane
        # create main OHLC chart
        chart = linked.plot_ohlc_main(
            symbol,
            ohlcv,
            sidepane=pp_pane,
        )
        chart.default_view()
        chart._feeds[symbol.key] = feed
        chart.setFocus()
        # plot historical vwap if available
        wap_in_history = False
        # XXX: FOR SOME REASON THIS IS CAUSING HANGZ!?!
        # if brokermod._show_wap_in_history:
        #     if 'bar_wap' in bars.dtype.fields:
        #         wap_in_history = True
        #         chart.draw_curve(
        #             name='bar_wap',
        #             shm=ohlcv,
        #             color='default_light',
        #             add_label=False,
        #         )
        # size view to data once at outset
        chart.cv._set_yrange()
        # NOTE: we must immediately tell Qt to show the OHLC chart
        # to avoid a race where the subplots get added/shown to
        # the linked set *before* the main price chart!
        linked.show()
        linked.focus()
        await trio.sleep(0)
        vlm_chart: Optional[ChartPlotWidget] = None
        async with trio.open_nursery() as ln:
            # if available load volume related built-in display(s)
            if has_vlm(ohlcv):
                vlm_chart = await ln.start(
                    open_vlm_displays,
                    linked,
                    ohlcv,
                )
            # load (user's) FSP set (otherwise known as "indicators")
            # from an input config.
            ln.start_soon(
                start_fsp_displays,
                linked,
                ohlcv,
                loading_sym_key,
                loglevel,
            )
            # start graphics update loop after receiving first live quote
            ln.start_soon(
                graphics_update_loop,
                linked,
                feed.stream,
                ohlcv,
                wap_in_history,
                vlm_chart,
            )
            async with (
                open_order_mode(
                    feed,
                    chart,
                    fqsn,
                    order_mode_started
                )
            ):
                # let Qt run to render all widgets and make sure the
                # sidepanes line up vertically.
                await trio.sleep(0)
                linked.resize_sidepanes()
                # NOTE: we pop the volume chart from the subplots set so
                # that it isn't double rendered in the display loop
                # above since we do a maxmin calc on the volume data to
                # determine if auto-range adjustements should be made.
                # linked.subplots.pop('volume', None)
                # TODO: make this not so shit XD
                # close group status
                sbar._status_groups[loading_sym_key][1]()
                # let the app run.. bby
                # linked.graphics_cycle()
                await trio.sleep_forever()
--- a/piker/ui/_editors.py
+++ b/piker/ui/_editors.py
@ -1,382 +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/>.
 """
 Higher level annotation editors.
 """
 from dataclasses import dataclass, field
 from typing import Optional
 import pyqtgraph as pg
 from pyqtgraph import ViewBox, Point, QtCore, QtGui
 from pyqtgraph import functions as fn
 from PyQt5.QtCore import QPointF
 import numpy as np
 from ._style import hcolor, _font
 from ._lines import LevelLine
 from ..log import get_logger
 log = get_logger(__name__)
@dataclass
 class ArrowEditor:
    chart: 'ChartPlotWidget'  # noqa
    _arrows: field(default_factory=dict)
    def add(
        self,
        uid: str,
        x: float,
        y: float,
        color='default',
        pointing: Optional[str] = None,
    ) -> pg.ArrowItem:
        """Add an arrow graphic to view at given (x, y).
        """
        angle = {
            'up': 90,
            'down': -90,
            None: 180,  # pointing to right (as in an alert)
        }[pointing]
        # scale arrow sizing to dpi-aware font
        size = _font.font.pixelSize() * 0.8
        arrow = pg.ArrowItem(
            angle=angle,
            baseAngle=0,
            headLen=size,
            headWidth=size/2,
            tailLen=None,
            pxMode=True,
            # coloring
            pen=pg.mkPen(hcolor('papas_special')),
            brush=pg.mkBrush(hcolor(color)),
        )
        arrow.setPos(x, y)
        self._arrows[uid] = arrow
        # render to view
        self.chart.plotItem.addItem(arrow)
        return arrow
    def remove(self, arrow) -> bool:
        self.chart.plotItem.removeItem(arrow)
@dataclass
 class LineEditor:
    '''The great editor of linez.
    '''
    chart: 'ChartPlotWidget' = None  # type: ignore # noqa
    _order_lines: dict[str, LevelLine] = field(default_factory=dict)
    _active_staged_line: LevelLine = None
    def stage_line(
        self,
        line: LevelLine,
    ) -> LevelLine:
        """Stage a line at the current chart's cursor position
        and return it.
        """
        # add a "staged" cursor-tracking line to view
        # and cash it in a a var
        if self._active_staged_line:
            self.unstage_line()
        self._active_staged_line = line
        return line
    def unstage_line(self) -> LevelLine:
        """Inverse of ``.stage_line()``.
        """
        # chart = self.chart._cursor.active_plot
        # # chart.setCursor(QtCore.Qt.ArrowCursor)
        cursor = self.chart.linked.cursor
        # delete "staged" cursor tracking line from view
        line = self._active_staged_line
        if line:
            cursor._trackers.remove(line)
            line.delete()
        self._active_staged_line = None
        # show the crosshair y line and label
        cursor.show_xhair()
    def submit_line(
        self,
        line: LevelLine,
        uuid: str,
    ) -> LevelLine:
        staged_line = self._active_staged_line
        if not staged_line:
            raise RuntimeError("No line is currently staged!?")
        # for now, until submission reponse arrives
        line.hide_labels()
        # register for later lookup/deletion
        self._order_lines[uuid] = line
        return line
    def commit_line(self, uuid: str) -> LevelLine:
        """Commit a "staged line" to view.
        Submits the line graphic under the cursor as a (new) permanent
        graphic in view.
        """
        try:
            line = self._order_lines[uuid]
        except KeyError:
            log.warning(f'No line for {uuid} could be found?')
            return
        else:
            line.show_labels()
            # TODO: other flashy things to indicate the order is active
            log.debug(f'Level active for level: {line.value()}')
            return line
    def lines_under_cursor(self) -> list[LevelLine]:
        """Get the line(s) under the cursor position.
        """
        # Delete any hoverable under the cursor
        return self.chart.linked.cursor._hovered
    def all_lines(self) -> tuple[LevelLine]:
        return tuple(self._order_lines.values())
    def remove_line(
        self,
        line: LevelLine = None,
        uuid: str = None,
    ) -> Optional[LevelLine]:
        '''Remove a line by refernce or uuid.
        If no lines or ids are provided remove all lines under the
        cursor position.
        '''
        # try to look up line from our registry
        line = self._order_lines.pop(uuid, line)
        if line:
            # if hovered remove from cursor set
            cursor = self.chart.linked.cursor
            hovered = cursor._hovered
            if line in hovered:
                hovered.remove(line)
                # make sure the xhair doesn't get left off
                # just because we never got a un-hover event
                cursor.show_xhair()
            log.debug(f'deleting {line} with oid: {uuid}')
            line.delete()
        else:
            log.warning(f'Could not find line for {line}')
        return line
 class SelectRect(QtGui.QGraphicsRectItem):
    def __init__(
        self,
        viewbox: ViewBox,
        color: str = 'dad_blue',
    ) -> None:
        super().__init__(0, 0, 1, 1)
        # self.rbScaleBox = QtGui.QGraphicsRectItem(0, 0, 1, 1)
        self.vb = viewbox
        self._chart: 'ChartPlotWidget' = None  # noqa
        # override selection box color
        color = QtGui.QColor(hcolor(color))
        self.setPen(fn.mkPen(color, width=1))
        color.setAlpha(66)
        self.setBrush(fn.mkBrush(color))
        self.setZValue(1e9)
        self.hide()
        self._label = None
        label = self._label = QtGui.QLabel()
        label.setTextFormat(0)  # markdown
        label.setFont(_font.font)
        label.setMargin(0)
        label.setAlignment(
            QtCore.Qt.AlignLeft
            # | QtCore.Qt.AlignVCenter
        )
        # proxy is created after containing scene is initialized
        self._label_proxy = None
        self._abs_top_right = None
        # TODO: "swing %" might be handy here (data's max/min # % change)
        self._contents = [
            'change: {pchng:.2f} %',
            'range: {rng:.2f}',
            'bars: {nbars}',
            'max: {dmx}',
            'min: {dmn}',
            # 'time: {nbars}m',  # TODO: compute this per bar size
            'sigma: {std:.2f}',
        ]
    @property
    def chart(self) -> 'ChartPlotWidget':  # noqa
        return self._chart
    @chart.setter
    def chart(self, chart: 'ChartPlotWidget') -> None:  # noqa
        self._chart = chart
        chart.sigRangeChanged.connect(self.update_on_resize)
        palette = self._label.palette()
        # TODO: get bg color working
        palette.setColor(
            self._label.backgroundRole(),
            # QtGui.QColor(chart.backgroundBrush()),
            QtGui.QColor(hcolor('papas_special')),
        )
    def update_on_resize(self, vr, r):
        """Re-position measure label on view range change.
        """
        if self._abs_top_right:
            self._label_proxy.setPos(
                self.vb.mapFromView(self._abs_top_right)
            )
    def mouse_drag_released(
        self,
        p1: QPointF,
        p2: QPointF
    ) -> None:
        """Called on final button release for mouse drag with start and
        end positions.
        """
        self.set_pos(p1, p2)
    def set_pos(
        self,
        p1: QPointF,
        p2: QPointF
    ) -> None:
        """Set position of selection rect and accompanying label, move
        label to match.
        """
        if self._label_proxy is None:
            # https://doc.qt.io/qt-5/qgraphicsproxywidget.html
            self._label_proxy = self.vb.scene().addWidget(self._label)
        start_pos = self.vb.mapToView(p1)
        end_pos = self.vb.mapToView(p2)
        # map to view coords and update area
        r = QtCore.QRectF(start_pos, end_pos)
        # old way; don't need right?
        # lr = QtCore.QRectF(p1, p2)
        # r = self.vb.childGroup.mapRectFromParent(lr)
        self.setPos(r.topLeft())
        self.resetTransform()
        self.scale(r.width(), r.height())
        self.show()
        y1, y2 = start_pos.y(), end_pos.y()
        x1, x2 = start_pos.x(), end_pos.x()
        # TODO: heh, could probably use a max-min streamin algo here too
        _, xmn = min(y1, y2), min(x1, x2)
        ymx, xmx = max(y1, y2), max(x1, x2)
        pchng = (y2 - y1) / y1 * 100
        rng = abs(y1 - y2)
        ixmn, ixmx = round(xmn), round(xmx)
        nbars = ixmx - ixmn + 1
        chart = self._chart
        data = chart._flows[chart.name].shm.array[ixmn:ixmx]
        if len(data):
            std = data['close'].std()
            dmx = data['high'].max()
            dmn = data['low'].min()
        else:
            dmn = dmx = std = np.nan
        # update label info
        self._label.setText('\n'.join(self._contents).format(
            pchng=pchng, rng=rng, nbars=nbars,
            std=std, dmx=dmx, dmn=dmn,
        ))
        # print(f'x2, y2: {(x2, y2)}')
        # print(f'xmn, ymn: {(xmn, ymx)}')
        label_anchor = Point(xmx + 2, ymx)
        # XXX: in the drag bottom-right -> top-left case we don't
        # want the label to overlay the box.
        # if (x2, y2) == (xmn, ymx):
        #     # could do this too but needs to be added after coords transform
        #     # label_anchor = Point(x2, y2 + self._label.height())
        #     label_anchor = Point(xmn, ymn)
        self._abs_top_right = label_anchor
        self._label_proxy.setPos(self.vb.mapFromView(label_anchor))
        # self._label.show()
    def clear(self):
        """Clear the selection box from view.
        """
        self._label.hide()
        self.hide()
--- a/piker/ui/_event.py
+++ b/piker/ui/_event.py
@ -18,99 +18,32 @@
 Qt event proxying and processing using ``trio`` mem chans.
 """
-from contextlib import asynccontextmanager, AsyncExitStack
+from contextlib import asynccontextmanager
 from typing import Callable
-from pydantic import BaseModel
+from PyQt5 import QtCore, QtGui
 from PyQt5.QtCore import QEvent
 import trio
 from PyQt5 import QtCore
 from PyQt5.QtCore import QEvent, pyqtBoundSignal
 from PyQt5.QtWidgets import QWidget
 from PyQt5.QtWidgets import (
    QGraphicsSceneMouseEvent as gs_mouse,
 )
-MOUSE_EVENTS = {
+class EventCloner(QtCore.QObject):
-    gs_mouse.GraphicsSceneMousePress,
+    """Clone and forward keyboard events over a trio memory channel
-    gs_mouse.GraphicsSceneMouseRelease,
+    for later async processing.
    QEvent.MouseButtonPress,
    QEvent.MouseButtonRelease,
    # QtGui.QMouseEvent,
 }
-
+    """
 # 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.
    '''
    class Config:
        arbitrary_types_allowed = True
    event: QEvent
    etype: int
    key: int
    mods: int
    txt: str
    def to_tuple(self) -> tuple:
        return tuple(self.dict().values())
 class MouseMsg(BaseModel):
    '''Unpacked Qt keyboard event data.
    '''
    class Config:
        arbitrary_types_allowed = True
    event: QEvent
    etype: int
    button: int
 # 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):
    '''
    Relay Qt events over a trio memory channel for async processing.
    '''
    _event_types: set[QEvent] = set()
    _send_chan: trio.abc.SendChannel = None
    _filter_auto_repeats: bool = True
    def eventFilter(
        self,
-
+        source: QtGui.QWidget,
        source: QWidget,
        ev: QEvent,
    ) -> None:
        '''
        Qt global event filter: return `False` to pass through and `True`
        to filter event out.
-        https://doc.qt.io/qt-5/qobject.html#eventFilter
+        if ev.type() in self._event_types:
        https://doc.qt.io/qtforpython/overviews/eventsandfilters.html#event-filters
-        '''
+            # TODO: what's the right way to allow this?
-        etype = ev.type()
+            # if ev.isAutoRepeat():
-        # TODO: turn this on and see what we can filter by default (such
+            #     ev.ignore()
        # as mouseWheelEvent).
        # print(f'ev: {ev}')
        if etype not in self._event_types:
            return False
            # XXX: we unpack here because apparently doing it
            # after pop from the mem chan isn't showing the same
@ -118,118 +51,41 @@ class EventRelay(QtCore.QObject):
            # something to do with Qt internals and calling the
            # parent handler?
-        if etype in {QEvent.KeyPress, QEvent.KeyRelease}:
+            key = ev.key()
            mods = ev.modifiers()
            txt = ev.text()
-            msg = KeyboardMsg(
+            # run async processing
-                event=ev,
+            self._send_chan.send_nowait((ev, key, mods, txt))
                etype=etype,
                key=ev.key(),
                mods=ev.modifiers(),
                txt=ev.text(),
            )
-            # TODO: is there a global setting for this?
+        # never intercept the event
            if ev.isAutoRepeat() and self._filter_auto_repeats:
                ev.ignore()
                # filter out this event and stop it's processing
                # https://doc.qt.io/qt-5/qobject.html#installEventFilter
                return True
            # 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.
        elif etype in MOUSE_EVENTS:
            # print('f mouse event: {ev}')
            msg = MouseMsg(
                event=ev,
                etype=etype,
                button=ev.button(),
            )
        else:
            msg = ev
        # send event-msg to async handler
        self._send_chan.send_nowait(msg)
        # **do not** filter out this event
        # and instead forward to the source widget
        # https://doc.qt.io/qt-5/qobject.html#installEventFilter
        return False
@asynccontextmanager
-async def open_event_stream(
+async def open_key_stream(
-    source_widget: QWidget,
+    source_widget: QtGui.QWidget,
    event_types: set[QEvent] = {QEvent.KeyPress},
-    filter_auto_repeats: bool = True,
+
    # TODO: should we offer some kinda option for toggling releases?
    # would it require a channel per event type?
    # QEvent.KeyRelease,
 ) -> trio.abc.ReceiveChannel:
    # 1 to force eager sending
    send, recv = trio.open_memory_channel(16)
-    kc = EventRelay()
+    kc = EventCloner()
    kc._send_chan = send
    kc._event_types = event_types
    kc._filter_auto_repeats = filter_auto_repeats
    source_widget.installEventFilter(kc)
    try:
        async with send:
        yield recv
    finally:
        await send.aclose()
        source_widget.removeEventFilter(kc)
@asynccontextmanager
 async def open_signal_handler(
    signal: pyqtBoundSignal,
    async_handler: Callable,
 ) -> trio.abc.ReceiveChannel:
    send, recv = trio.open_memory_channel(0)
    def proxy_args_to_chan(*args):
        send.send_nowait(args)
    signal.connect(proxy_args_to_chan)
    async def proxy_to_handler():
        async for args in recv:
            await async_handler(*args)
    async with trio.open_nursery() as n:
        n.start_soon(proxy_to_handler)
        async with send:
            yield
@asynccontextmanager
 async def open_handlers(
    source_widgets: list[QWidget],
    event_types: set[QEvent],
    async_handler: Callable[[QWidget, trio.abc.ReceiveChannel], None],
    **kwargs,
 ) -> None:
    async with (
        trio.open_nursery() as n,
        AsyncExitStack() as stack,
    ):
        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
--- a/piker/ui/_exec.py
+++ b/piker/ui/_exec.py
@ -49,6 +49,10 @@ from . import _style
 log = get_logger(__name__)
 # pyqtgraph global config
 # might as well enable this for now?
 pg.useOpenGL = True
 pg.enableExperimental = True
 # engage core tweaks that give us better response
 # latency then the average pg user
 _do_overrides()
@ -57,9 +61,7 @@ _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
@ -97,9 +99,6 @@ 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):
@ -180,8 +179,6 @@ def run_qtractor(
    window.main_widget = main_widget
    window.setCentralWidget(instance)
    if is_windows:
        window.configure_to_desktop()
    # actually render to screen
    window.show()
--- a/piker/ui/_feedstatus.py
+++ b/piker/ui/_feedstatus.py
@ -1,83 +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/>.
 """
 Feed status and controls widget(s) for embedding in a UI-pane.
 """
 from __future__ import annotations
 from textwrap import dedent
 from typing import TYPE_CHECKING
 # from PyQt5.QtCore import Qt
 from ._style import _font, _font_small
 # from ..calc import humanize
 from ._label import FormatLabel
 if TYPE_CHECKING:
    from ._chart import ChartPlotWidget
    from ..data.feed import Feed
    from ._forms import FieldsForm
 def mk_feed_label(
    form: FieldsForm,
    feed: Feed,
    chart: ChartPlotWidget,
 ) -> FormatLabel:
    '''
    Generate a label from feed meta-data to be displayed
    in a UI sidepane.
    TODO: eventually buttons for changing settings over
    a feed control protocol.
    '''
    status = feed.status
    assert status
    msg = dedent("""
        actor: **{actor_name}**\n
        |_ @**{host}:{port}**\n
    """)
    for key, val in status.items():
        if key in ('host', 'port', 'actor_name'):
            continue
        msg += f'\n|_ {key}: **{{{key}}}**\n'
    feed_label = FormatLabel(
        fmt_str=msg,
        # |_ streams: **{symbols}**\n
        font=_font.font,
        font_size=_font_small.px_size,
        font_color='default_lightest',
    )
    # form.vbox.setAlignment(feed_label, Qt.AlignBottom)
    # form.vbox.setAlignment(Qt.AlignBottom)
    _ = chart.height() - (
        form.height() +
        form.fill_bar.height()
        # feed_label.height()
    )
    feed_label.format(**feed.status)
    return feed_label
--- a/piker/ui/_flows.py
+++ b/piker/ui/_flows.py
--- a/piker/ui/_forms.py
+++ b/piker/ui/_forms.py
@ -1,814 +0,0 @@
 # 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 math import floor
 from typing import (
    Optional, Any, Callable, Awaitable
 )
 import trio
 from PyQt5 import 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 ._icons import mk_icons
 from ._style import hcolor, _font, _font_small, DpiAwareFont
 from ._label import FormatLabel
 class Edit(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)
            x_size_policy = QSizePolicy.Fixed
        else:
            # chart count which will be used to calculate
            # width of input field.
            self._chars: int = 6
            # fit to surroundingn frame width
            x_size_policy = QSizePolicy.Expanding
        super().__init__(parent)
        # size it as we specify
        # https://doc.qt.io/qt-5/qsizepolicy.html#Policy-enum
        self.setSizePolicy(
            x_size_policy,
            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)
        # make space for ``._chars: int`` for of characters in view
        # TODO: somehow this math ain't right?
        chars_w_pxs = dpi_font.boundingRect('0'*self._chars).width()
        scale = round(dpi_font.scale())
        psh.setWidth(int(chars_w_pxs * scale))
        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)
    # NOTE: hack to display icons on RHS
    # TODO: is there a way to set this stype option once?
    # def paint(self, painter, option, index):
    #     # display icons on RHS
    #     # https://stackoverflow.com/a/39943629
    #     option.decorationPosition = QtGui.QStyleOptionViewItem.Right
    #     option.decorationAlignment = Qt.AlignRight | Qt.AlignVCenter
    #     QStyledItemDelegate.paint(self, painter, option, index)
 class Selection(QComboBox):
    def __init__(
        self,
        parent=None,
    ) -> None:
        self._items: dict[str, int] = {}
        super().__init__(parent=parent)
        self.setSizeAdjustPolicy(QComboBox.AdjustToContents)
        # make line edit expand to surrounding frame
        self.setSizePolicy(
            QSizePolicy.Expanding,
            QSizePolicy.Fixed,
        )
        view = self.view()
        view.setUniformItemSizes(True)
        # TODO: this doesn't seem to work for the currently selected item?
        self.setItemDelegate(FontScaledDelegate(self))
        self.resize()
        self._icons = mk_icons(
            self.style(),
            self.iconSize()
        )
    def set_style(
        self,
        color: str,
        font_size: int,
    ) -> None:
        self.setStyleSheet(
            f"""QComboBox {{
                color : {hcolor(color)};
                font-size : {font_size}px;
            }}
            """
        )
    def resize(
        self,
        char: str = 'W',
    ) -> None:
        br = _font.boundingRect(str(char))
        _, h = br.width(), int(br.height())
        # TODO: something better then this monkey patch
        view = self.view()
        # XXX: see size policy settings of line edit
        # view._max_item_size = w, h
        self.setMinimumHeight(h)  # at least one entry in view
        view.setMaximumHeight(6*h)  # limit to 6 items max in view
        icon_size = round(h * 0.75)
        self.setIconSize(QSize(icon_size, icon_size))
    def set_items(
        self,
        keys: list[str],
    ) -> None:
        '''
        Write keys to the selection verbatim.
        All other items are cleared beforehand.
        '''
        self.clear()
        self._items.clear()
        for i, key in enumerate(keys):
            strkey = str(key)
            self.insertItem(i, strkey)
            # store map of entry keys to row indexes
            self._items[strkey] = i
        # compute max item size so that the weird
        # "style item delegate" thing can then specify
        # that size on each item...
        keys.sort()
        self.resize(keys[-1])
    def set_icon(
        self,
        key: str,
        icon_name: Optional[str],
    ) -> None:
        self.setItemIcon(
            self._items[key],
            self._icons[icon_name],
        )
    def items(self) -> list[(str, int)]:
        return list(self._items.items())
    # NOTE: in theory we can put icons on the RHS side with this hackery:
    # https://stackoverflow.com/a/64256969
    # def showPopup(self):
    #     print('show')
    #     QComboBox.showPopup(self)
    # def hidePopup(self):
    #     # self.setItemDelegate(FontScaledDelegate(self.parent()))
    #     print('hide')
    #     QComboBox.hidePopup(self)
 # 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):
    vbox: QVBoxLayout
    form: QFormLayout
    def __init__(
        self,
        parent=None,
    ) -> None:
        super().__init__(parent)
        # 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.setAlignment(Qt.AlignBottom)
        self.vbox.setContentsMargins(3, 6, 3, 6)
        self.vbox.setSpacing(0)
        # split layout for the (<label>: |<widget>|) parameters entry
        self.form = QFormLayout()
        self.form.setAlignment(Qt.AlignTop | Qt.AlignLeft)
        self.form.setContentsMargins(0, 0, 3, 0)
        self.form.setSpacing(0)
        self.form.setHorizontalSpacing(0)
        self.vbox.addLayout(self.form, stretch=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 - 1
        self.label = label = FormatLabel(
            fmt_str=name,
            font=_font.font,
            font_size=font_size,
            font_color=font_color,
        )
        # for later lookup
        self.labels[name] = label
        return label
    def add_edit_field(
        self,
        key: str,
        label_name: str,
        value: str,
        readonly: bool = False,
    ) -> Edit:
        # TODO: maybe a distint layout per "field" item?
        label = self.add_field_label(label_name)
        edit = Edit(
            parent=self,
            # width_in_chars=6,
        )
        edit.setStyleSheet(
            f"""QLineEdit {{
                color : {hcolor('gunmetal')};
                font-size : {self._font_size}px;
            }}
            """
        )
        edit.setReadOnly(readonly)
        edit.setText(str(value))
        self.form.addRow(label, edit)
        self.fields[key] = edit
        return edit
    def add_select_field(
        self,
        key: str,
        label_name: str,
        values: list[str],
    ) -> Selection:
        # TODO: maybe a distint layout per "field" item?
        label = self.add_field_label(label_name)
        select = Selection(self)
        select.set_style(color='gunmetal', font_size=self._font_size)
        select._key = key
        select.set_items(values)
        self.setSizePolicy(
            QSizePolicy.Fixed,
            QSizePolicy.Fixed,
        )
        select.show()
        self.form.addRow(label, select)
        self.fields[key] = select
        return select
 async def handle_field_input(
    widget: QWidget,
    recv_chan: trio.abc.ReceiveChannel,
    form: FieldsForm,
    on_value_change: Callable[[str, Any], Awaitable[bool]],
    focus_next: QWidget,
 ) -> 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()
                # normally the godwidget
                focus_next.focus()
                continue
            # process field input
            if key in (Qt.Key_Enter, Qt.Key_Return):
                key = widget._key
                value = widget.text()
                on_value_change(key, value)
 def mk_form(
    parent: QWidget,
    fields_schema: dict,
    font_size: Optional[int] = None,
 ) -> FieldsForm:
    # TODO: generate components from model
    # instead of schema dict (aka use an ORM)
    form = FieldsForm(parent=parent)
    form._font_size = font_size or _font_small.px_size
    # generate sub-components from schema dict
    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'],
                **kwargs,
            )
        # drop-down selection
        elif wtype == 'select':
            values = list(conf['default_value'])
            w = form.add_select_field(
                key,
                label,
                values,
                **kwargs,
            )
        w._key = key
    return form
@asynccontextmanager
 async def open_form_input_handling(
    form: FieldsForm,
    focus_next: QWidget,
    on_value_change: Callable[[str, Any], Awaitable[bool]],
 ) -> FieldsForm:
    async with open_handlers(
        list(form.fields.values()),
        event_types={
            QEvent.KeyPress,
        },
        async_handler=partial(
            handle_field_input,
            form=form,
            focus_next=focus_next,
            on_value_change=on_value_change,
        ),
        # block key repeats?
        filter_auto_repeats=True,
    ):
        yield form
 class FillStatusBar(QProgressBar):
    '''
    A status bar for fills up to a position limit.
    '''
    border_px: int = 2
    slot_margin_px: int = 1
    def __init__(
        self,
        approx_height_px: float,
        width_px: float,
        font_size: int,
        parent=None
    ) -> None:
        super().__init__(parent=parent)
        self.approx_h = int(round(approx_height_px))
        self.setMinimumHeight(self.approx_h)
        self.setMaximumHeight(self.approx_h)
        self.font_size = font_size
        self.setFormat('')  # label format
        self.setMinimumWidth(int(width_px))
        self.setMaximumWidth(int(width_px))
    def set_slots(
        self,
        slots: int,
        value: float,
    ) -> None:
        self.setOrientation(Qt.Vertical)
        h = self.height()
        # TODO: compute "used height" thus far and mostly fill the rest
        tot_slot_h, r = divmod(h, slots)
        self.setStyleSheet(
            f"""
            QProgressBar {{
                text-align: center;
                font-size : {self.font_size - 2}px;
                background-color: {hcolor('papas_special')};
                color : {hcolor('papas_special')};
                border: {self.border_px}px solid {hcolor('default_light')};
                border-radius: 2px;
            }}
            QProgressBar::chunk {{
                background-color: {hcolor('default_spotlight')};
                color: {hcolor('bracket')};
                border-radius: 2px;
            }}
            """
        )
        # to set a discrete "block" per slot...
        # XXX: couldn't get the discrete math to work here such
        # that it was always correctly showing a discretized value
        # up to the limit; not sure if it's the ``.setRange()``
        # / ``.setValue()`` api or not but i was able to get something
        # close screwing with the divmod above above but after so large
        # a value it would always be less chunks then the correct
        # value..
        # margin: {self.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;
        self.setRange(0, slots)
        self.setValue(value)
 def mk_fill_status_bar(
    parent_pane: QWidget,
    form: FieldsForm,
    pane_vbox: QVBoxLayout,
    label_font_size: Optional[int] = None,
 ) -> (
    # TODO: turn this into a composite?
    QHBoxLayout,
    QProgressBar,
    QLabel,
    QLabel,
    QLabel,
 ):
    # indent = 18
    # bracket_val = 0.375 * 0.666 * w
    # indent = bracket_val / (1 + 5/8)
    # TODO: calc this height from the ``ChartnPane``
    chart_h = round(parent_pane.height() * 5/8)
    bar_h = chart_h * 0.375
    # TODO: once things are sized to screen
    bar_label_font_size = label_font_size or _font.px_size - 2
    label_font = DpiAwareFont()
    label_font._set_qfont_px_size(bar_label_font_size)
    br = label_font.boundingRect(f'{3.32:.1f}% port')
    _, h = br.width(), br.height()
    # text_w = 8/3 * w
    # PnL on lhs
    bar_labels_lhs = QVBoxLayout()
    left_label = form.add_field_label(
        '{pnl:>+.2%} pnl',
        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 = int(_font.boundingRect('1000.0M% pnl').width())
    left_label.setMinimumWidth(min_w)
    left_label.resize(
        min_w,
        left_label.size().height(),
    )
    bar_labels_lhs.addSpacing(int(5/8 * bar_h))
    bar_labels_lhs.addWidget(
        left_label,
        # 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
    hbox = QHBoxLayout()
    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 = form.add_field_label(
        '{limit}',
        font_size=bar_label_font_size,
        font_color='gunmetal',
    )
    bottom_label = form.add_field_label(
        'x: {step_size}',
        font_size=bar_label_font_size,
        font_color='gunmetal',
    )
    bar = FillStatusBar(
        approx_height_px=bar_h,
        width_px=h * (1 + 1/6),
        font_size=form._font_size,
        parent=form
    )
    hbox.addWidget(bar, alignment=Qt.AlignLeft | Qt.AlignTop)
    bar_labels_rhs_vbox = QVBoxLayout()
    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
    bar.set_slots(slots, value=0)
    return hbox, bar, left_label, top_label, bottom_label
 def mk_order_pane_layout(
    parent: QWidget,
    # accounts: dict[str, Optional[str]],
 ) -> FieldsForm:
    font_size: int = _font.px_size - 2
    # TODO: maybe just allocate the whole fields form here
    # and expect an async ctx entry?
    form = mk_form(
        parent=parent,
        fields_schema={
            'account': {
                'label': '**accnt**:',
                'type': 'select',
                'default_value': ['paper'],
            },
            'size_unit': {
                'label': '**alloc**:',
                'type': 'select',
                'default_value': [
                    '$ size',
                    '# units',
                    # '% of port',
                ],
            },
            # 'disti_weight': {
            #     'label': '**weighting**:',
            #     'type': 'select',
            #     'default_value': ['uniform'],
            # },
            'limit': {
                'label': '**limit**:',
                'type': 'edit',
                'default_value': 5000,
            },
            'slots': {
                'label': '**slots**:',
                'type': 'edit',
                'default_value': 4,
            },
        },
    )
    # top level pane layout
    # XXX: see ``FieldsForm.__init__()`` for why we can't do basic
    # config of the vbox here
    vbox = form.vbox
    # _, h = form.width(), form.height()
    # print(f'w, h: {w, h}')
    hbox, fill_bar, left_label, top_label, bottom_label = mk_fill_status_bar(
        parent,
        form,
        pane_vbox=vbox,
        label_font_size=font_size,
    )
    # TODO: would be nice to have some better way of reffing these over
    # monkey patching...
    form.fill_bar = fill_bar
    form.left_label = left_label
    form.bottom_label = bottom_label
    form.top_label = top_label
    # add pp fill bar + spacing
    vbox.addLayout(hbox, stretch=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(_font.px_size * 1.375)
    form.show()
    return form
--- a/piker/ui/_fsp.py
+++ b/piker/ui/_fsp.py
@ -1,970 +0,0 @@
 # 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/>.
 '''
 FSP UI and graphics components.
 Financial signal processing cluster and real-time graphics management.
 '''
 from contextlib import asynccontextmanager as acm
 from functools import partial
 import inspect
 from itertools import cycle
 from typing import Optional, AsyncGenerator, Any
 import numpy as np
 from pydantic import create_model
 import tractor
 import pyqtgraph as pg
 import trio
 from trio_typing import TaskStatus
 from ._axes import PriceAxis
 from .._cacheables import maybe_open_context
 from ..calc import humanize
 from ..data._sharedmem import (
    ShmArray,
    _Token,
    try_read,
 )
 from ._chart import (
    ChartPlotWidget,
    LinkedSplits,
 )
 from ._forms import (
    FieldsForm,
    mk_form,
    open_form_input_handling,
 )
 from ..fsp._api import maybe_mk_fsp_shm, Fsp
 from ..fsp import cascade
 from ..fsp._volume import (
    tina_vwap,
    dolla_vlm,
    flow_rates,
 )
 from ..log import get_logger
 log = get_logger(__name__)
 def has_vlm(ohlcv: ShmArray) -> bool:
    # make sure that the instrument supports volume history
    # (sometimes this is not the case for some commodities and
    # derivatives)
    vlm = ohlcv.array['volume']
    return not bool(np.all(np.isin(vlm, -1)) or np.all(np.isnan(vlm)))
 def update_fsp_chart(
    chart: ChartPlotWidget,
    flow,
    graphics_name: str,
    array_key: Optional[str],
    **kwargs,
 ) -> None:
    shm = flow.shm
    if not shm:
        return
    array = shm.array
    last_row = try_read(array)
    # guard against unreadable case
    if not last_row:
        log.warning(f'Read-race on shm array: {graphics_name}@{shm.token}')
        return
    # update graphics
    # NOTE: this does a length check internally which allows it
    # staying above the last row check below..
    chart.update_graphics_from_flow(
        graphics_name,
        array_key=array_key or graphics_name,
        **kwargs,
    )
    # XXX: re: ``array_key``: fsp func names must be unique meaning we
    # can't have duplicates of the underlying data even if multiple
    # sub-charts reference it under different 'named charts'.
    # read from last calculated value and update any label
    last_val_sticky = chart._ysticks.get(graphics_name)
    if last_val_sticky:
        last = last_row[array_key]
        last_val_sticky.update_from_data(-1, last)
@acm
 async def open_fsp_sidepane(
    linked: LinkedSplits,
    conf: dict[str, dict[str, str]],
 ) -> FieldsForm:
    schema = {}
    assert len(conf) == 1  # for now
    # add (single) selection widget
    for name, config in conf.items():
        schema[name] = {
                'label': '**fsp**:',
                'type': 'select',
                'default_value': [name],
            }
        # add parameters for selection "options"
        params = config.get('params', {})
        for name, config in params.items():
            default = config['default_value']
            kwargs = config.get('widget_kwargs', {})
            # add to ORM schema
            schema.update({
                name: {
                    'label': f'**{name}**:',
                    'type': 'edit',
                    'default_value': default,
                    'kwargs': kwargs,
                },
            })
    sidepane: FieldsForm = mk_form(
        parent=linked.godwidget,
        fields_schema=schema,
    )
    # https://pydantic-docs.helpmanual.io/usage/models/#dynamic-model-creation
    FspConfig = create_model(
        'FspConfig',
        name=name,
        **params,
    )
    sidepane.model = FspConfig()
    # just a logger for now until we get fsp configs up and running.
    async def settings_change(
        key: str,
        value: str
    ) -> bool:
        print(f'{key}: {value}')
        return True
    # TODO:
    async with (
        open_form_input_handling(
            sidepane,
            focus_next=linked.godwidget,
            on_value_change=settings_change,
        )
    ):
        yield sidepane
@acm
 async def open_fsp_actor_cluster(
    names: list[str] = ['fsp_0', 'fsp_1'],
 ) -> AsyncGenerator[int, dict[str, tractor.Portal]]:
    from tractor._clustering import open_actor_cluster
    # profiler = pg.debug.Profiler(
    #     delayed=False,
    #     disabled=False
    # )
    async with open_actor_cluster(
        count=2,
        names=names,
        modules=['piker.fsp._engine'],
    ) as cluster_map:
        # profiler('started fsp cluster')
        yield cluster_map
 async def run_fsp_ui(
    linkedsplits: LinkedSplits,
    shm: ShmArray,
    started: trio.Event,
    target: Fsp,
    conf: dict[str, dict],
    loglevel: str,
    # profiler: pg.debug.Profiler,
    # _quote_throttle_rate: int = 58,
 ) -> None:
    '''
    Taskf for UI spawning around a ``LinkedSplits`` chart for fsp
    related graphics/UX management.
    This is normally spawned/called once for each entry in the fsp
    config.
    '''
    name = target.name
    # profiler(f'started UI task for fsp: {name}')
    async with (
        # side UI for parameters/controls
        open_fsp_sidepane(
            linkedsplits,
            {name: conf},
        ) as sidepane,
    ):
        await started.wait()
        # profiler(f'fsp:{name} attached to fsp ctx-stream')
        overlay_with = conf.get('overlay', False)
        if overlay_with:
            if overlay_with == 'ohlc':
                chart = linkedsplits.chart
            else:
                chart = linkedsplits.subplots[overlay_with]
            chart.draw_curve(
                name=name,
                shm=shm,
                overlay=True,
                color='default_light',
                array_key=name,
                **conf.get('chart_kwargs', {})
            )
        else:
            # create a new sub-chart widget for this fsp
            chart = linkedsplits.add_plot(
                name=name,
                shm=shm,
                array_key=name,
                sidepane=sidepane,
                # curve by default
                ohlc=False,
                # settings passed down to ``ChartPlotWidget``
                **conf.get('chart_kwargs', {})
            )
            # should **not** be the same sub-chart widget
            assert chart.name != linkedsplits.chart.name
        array_key = name
        # profiler(f'fsp:{name} chart created')
        # first UI update, usually from shm pushed history
        update_fsp_chart(
            chart,
            chart._flows[array_key],
            name,
            array_key=array_key,
        )
        chart.linked.focus()
        # TODO: figure out if we can roll our own `FillToThreshold` to
        # get brush filled polygons for OS/OB conditions.
        # ``pg.FillBetweenItems`` seems to be one technique using
        # generic fills between curve types while ``PlotCurveItem`` has
        # logic inside ``.paint()`` for ``self.opts['fillLevel']`` which
        # might be the best solution?
        # graphics = chart.update_from_array(chart.name, array[name])
        # graphics.curve.setBrush(50, 50, 200, 100)
        # graphics.curve.setFillLevel(50)
        # if func_name == 'rsi':
        #     from ._lines import level_line
        #     # add moveable over-[sold/bought] lines
        #     # and labels only for the 70/30 lines
        #     level_line(chart, 20)
        #     level_line(chart, 30, orient_v='top')
        #     level_line(chart, 70, orient_v='bottom')
        #     level_line(chart, 80, orient_v='top')
        chart.view._set_yrange()
        # done()  # status updates
        # profiler(f'fsp:{func_name} starting update loop')
        # profiler.finish()
        # update chart graphics
        # last = time.time()
        # XXX: this currently doesn't loop since
        # the FSP engine does **not** push updates atm
        # since we do graphics update in the main loop
        # in ``._display.
        # async for value in stream:
        #     print(value)
        #     # chart isn't actively shown so just skip render cycle
        #     if chart.linked.isHidden():
        #         continue
        #     else:
        #         now = time.time()
        #         period = now - last
        #         if period <= 1/_quote_throttle_rate:
        #             # faster then display refresh rate
        #             print(f'fsp too fast: {1/period}')
        #             continue
        #         # run synchronous update
        #         update_fsp_chart(
        #             chart,
        #             shm,
        #             display_name,
        #             array_key=func_name,
        #         )
        #         # set time of last graphics update
        #         last = time.time()
 class FspAdmin:
    '''
    Client API for orchestrating FSP actors and displaying
    real-time graphics output.
    '''
    def __init__(
        self,
        tn: trio.Nursery,
        cluster: dict[str, tractor.Portal],
        linked: LinkedSplits,
        src_shm: ShmArray,
    ) -> None:
        self.tn = tn
        self.cluster = cluster
        self.linked = linked
        self._rr_next_actor = cycle(cluster.items())
        self._registry: dict[
            tuple,
            tuple[tractor.MsgStream, ShmArray]
        ] = {}
        self._flow_registry: dict[_Token, str] = {}
        self.src_shm = src_shm
    def rr_next_portal(self) -> tractor.Portal:
        name, portal = next(self._rr_next_actor)
        return portal
    async def open_chain(
        self,
        portal: tractor.Portal,
        complete: trio.Event,
        started: trio.Event,
        fqsn: str,
        dst_shm: ShmArray,
        conf: dict,
        target: Fsp,
        loglevel: str,
    ) -> None:
        '''
        Task which opens a remote FSP endpoint in the managed
        cluster and sleeps until signalled to exit.
        '''
        ns_path = str(target.ns_path)
        async with (
            portal.open_context(
                # chaining entrypoint
                cascade,
                # data feed key
                fqsn=fqsn,
                # mems
                src_shm_token=self.src_shm.token,
                dst_shm_token=dst_shm.token,
                # target
                ns_path=ns_path,
                loglevel=loglevel,
                zero_on_step=conf.get('zero_on_step', False),
                shm_registry=[
                    (token.as_msg(), fsp_name, dst_token.as_msg())
                    for (token, fsp_name), dst_token
                    in self._flow_registry.items()
                ],
            ) as (ctx, last_index),
            ctx.open_stream() as stream,
        ):
            # register output data
            self._registry[
                (fqsn, ns_path)
            ] = (
                stream,
                dst_shm,
                complete
            )
            started.set()
            # wait for graceful shutdown signal
            async with stream.subscribe() as stream:
                async for msg in stream:
                    info = msg.get('fsp_update')
                    if info:
                        # if the chart isn't hidden try to update
                        # the data on screen.
                        if not self.linked.isHidden():
                            log.debug(f'Re-syncing graphics for fsp: {ns_path}')
                            self.linked.graphics_cycle(
                                trigger_all=True,
                                prepend_update_index=info['first'],
                            )
                    else:
                        log.info(f'recved unexpected fsp engine msg: {msg}')
            await complete.wait()
    async def start_engine_task(
        self,
        target: Fsp,
        conf: dict[str, dict[str, Any]],
        worker_name: Optional[str] = None,
        loglevel: str = 'info',
    ) -> (ShmArray, trio.Event):
        fqsn = self.linked.symbol.front_fqsn()
        # allocate an output shm array
        key, dst_shm, opened = maybe_mk_fsp_shm(
            fqsn,
            target=target,
            readonly=True,
        )
        self._flow_registry[
            (self.src_shm._token, target.name)
        ] = dst_shm._token
        # if not opened:
        #     raise RuntimeError(
        #         f'Already started FSP `{fqsn}:{func_name}`'
        #     )
        portal = self.cluster.get(worker_name) or self.rr_next_portal()
        complete = trio.Event()
        started = trio.Event()
        self.tn.start_soon(
            self.open_chain,
            portal,
            complete,
            started,
            fqsn,
            dst_shm,
            conf,
            target,
            loglevel,
        )
        return dst_shm, started
    async def open_fsp_chart(
        self,
        target: Fsp,
        conf: dict,  # yeah probably dumb..
        loglevel: str = 'error',
    ) -> (trio.Event, ChartPlotWidget):
        shm, started = await self.start_engine_task(
            target,
            conf,
            loglevel,
        )
        # init async
        self.tn.start_soon(
            partial(
                run_fsp_ui,
                self.linked,
                shm,
                started,
                target,
                conf=conf,
                loglevel=loglevel,
            )
        )
        return started
@acm
 async def open_fsp_admin(
    linked: LinkedSplits,
    src_shm: ShmArray,
    **kwargs,
 ) -> AsyncGenerator[dict, dict[str, tractor.Portal]]:
    async with (
        maybe_open_context(
            # for now make a cluster per client?
            acm_func=open_fsp_actor_cluster,
            kwargs=kwargs,
        ) as (cache_hit, cluster_map),
        trio.open_nursery() as tn,
    ):
        if cache_hit:
            log.info('re-using existing fsp cluster')
        admin = FspAdmin(
            tn,
            cluster_map,
            linked,
            src_shm,
        )
        try:
            yield admin
        finally:
            # terminate all tasks via signals
            for key, entry in admin._registry.items():
                _, _, event = entry
                event.set()
 async def open_vlm_displays(
    linked: LinkedSplits,
    ohlcv: ShmArray,
    dvlm: bool = True,
    task_status: TaskStatus[ChartPlotWidget] = trio.TASK_STATUS_IGNORED,
 ) -> ChartPlotWidget:
    '''
    Volume subchart displays.
    Since "volume" is often included directly alongside OHLCV price
    data, we don't really need a separate FSP-actor + shm array for it
    since it's likely already directly adjacent to OHLC samples from the
    data provider.
    Further only if volume data is detected (it sometimes isn't provided
    eg. forex, certain commodities markets) will volume dependent FSPs
    be spawned here.
    '''
    sig = inspect.signature(flow_rates.func)
    params = sig.parameters
    async with (
        open_fsp_sidepane(
            linked, {
                'flows': {
                    # TODO: add support for dynamically changing these
                    'params': {
                        u'\u03BC' + '_type': {
                            'default_value': str(params['mean_type'].default),
                        },
                        'period': {
                            'default_value': str(params['period'].default),
                            # make widget un-editable for now.
                            'widget_kwargs': {'readonly': True},
                        },
                    },
                }
            },
        ) as sidepane,
        open_fsp_admin(linked, ohlcv) as admin,
    ):
        # TODO: support updates
        # period_field = sidepane.fields['period']
        # period_field.setText(
        #     str(period_param.default)
        # )
        # built-in vlm which we plot ASAP since it's
        # usually data provided directly with OHLC history.
        shm = ohlcv
        chart = linked.add_plot(
            name='volume',
            shm=shm,
            array_key='volume',
            sidepane=sidepane,
            # curve by default
            ohlc=False,
            # Draw vertical bars from zero.
            # we do this internally ourselves since
            # the curve item internals are pretty convoluted.
            style='step',
        )
        # force 0 to always be in view
        def multi_maxmin(
            names: list[str],
        ) -> tuple[float, float]:
            mx = 0
            for name in names:
                mxmn = chart.maxmin(name=name)
                if mxmn:
                    ymax = mxmn[1]
                    if ymax > mx:
                        mx = ymax
            return 0, mx
        chart.view.maxmin = partial(multi_maxmin, names=['volume'])
        # TODO: fix the x-axis label issue where if you put
        # the axis on the left it's totally not lined up...
        # show volume units value on LHS (for dinkus)
        # chart.hideAxis('right')
        # chart.showAxis('left')
        # send back new chart to caller
        task_status.started(chart)
        # should **not** be the same sub-chart widget
        assert chart.name != linked.chart.name
        # sticky only on sub-charts atm
        last_val_sticky = chart._ysticks[chart.name]
        # read from last calculated value
        value = shm.array['volume'][-1]
        last_val_sticky.update_from_data(-1, value)
        vlm_curve = chart.update_graphics_from_flow(
            'volume',
            # shm.array,
        )
        # size view to data once at outset
        chart.view._set_yrange()
        # add axis title
        axis = chart.getAxis('right')
        axis.set_title(' vlm')
        if dvlm:
            tasks_ready = []
            # spawn and overlay $ vlm on the same subchart
            dvlm_shm, started = await admin.start_engine_task(
                dolla_vlm,
                {  # fsp engine conf
                    'func_name': 'dolla_vlm',
                    'zero_on_step': True,
                    'params': {
                        'price_func': {
                            'default_value': 'chl3',
                        },
                    },
                },
                # loglevel,
            )
            tasks_ready.append(started)
            # FIXME: we should error on starting the same fsp right
            # since it might collide with existing shm.. or wait we
            # had this before??
            # dolla_vlm,
            tasks_ready.append(started)
            # profiler(f'created shm for fsp actor: {display_name}')
            # wait for all engine tasks to startup
            async with trio.open_nursery() as n:
                for event in tasks_ready:
                    n.start_soon(event.wait)
            # dolla vlm overlay
            # XXX: the main chart already contains a vlm "units" axis
            # so here we add an overlay wth a y-range in
            # $ liquidity-value units (normally a fiat like USD).
            dvlm_pi = chart.overlay_plotitem(
                'dolla_vlm',
                index=0,  # place axis on inside (nearest to chart)
                axis_title=' $vlm',
                axis_side='right',
                axis_kwargs={
                    'typical_max_str': ' 100.0 M ',
                    'formatter': partial(
                        humanize,
                        digits=2,
                    ),
                },
            )
            # all to be overlayed curve names
            fields = [
               'dolla_vlm',
               'dark_vlm',
            ]
            # dvlm_rate_fields = [
            #     'dvlm_rate',
            #     'dark_dvlm_rate',
            # ]
            trade_rate_fields = [
                'trade_rate',
                'dark_trade_rate',
            ]
            group_mxmn = partial(
                multi_maxmin,
                # keep both regular and dark vlm in view
                names=fields,
                # names=fields + dvlm_rate_fields,
            )
            # add custom auto range handler
            dvlm_pi.vb._maxmin = group_mxmn
            # use slightly less light (then bracket) gray
            # for volume from "main exchange" and a more "bluey"
            # gray for "dark" vlm.
            vlm_color = 'i3'
            dark_vlm_color = 'charcoal'
            # add dvlm (step) curves to common view
            def chart_curves(
                names: list[str],
                pi: pg.PlotItem,
                shm: ShmArray,
                step_mode: bool = False,
                style: str = 'solid',
            ) -> None:
                for name in names:
                    if 'dark' in name:
                        color = dark_vlm_color
                    elif 'rate' in name:
                        color = vlm_color
                    else:
                        color = 'bracket'
                    curve, _ = chart.draw_curve(
                        name=name,
                        shm=shm,
                        array_key=name,
                        overlay=pi,
                        color=color,
                        step_mode=step_mode,
                        style=style,
                        pi=pi,
                    )
                    # TODO: we need a better API to do this..
                    # specially store ref to shm for lookup in display loop
                    # since only a placeholder of `None` is entered in
                    # ``.draw_curve()``.
                    flow = chart._flows[name]
                    assert flow.plot is pi
            chart_curves(
                fields,
                dvlm_pi,
                dvlm_shm,
                step_mode=True,
            )
            # spawn flow rates fsp **ONLY AFTER** the 'dolla_vlm' fsp is
            # up since this one depends on it.
            fr_shm, started = await admin.start_engine_task(
                flow_rates,
                {  # fsp engine conf
                    'func_name': 'flow_rates',
                    'zero_on_step': False,
                },
                # loglevel,
            )
            await started.wait()
            # chart_curves(
            #     dvlm_rate_fields,
            #     dvlm_pi,
            #     fr_shm,
            # )
            # TODO: is there a way to "sync" the dual axes such that only
            # one curve is needed?
            # hide the original vlm curve since the $vlm one is now
            # displayed and the curves are effectively the same minus
            # liquidity events (well at least on low OHLC periods - 1s).
            vlm_curve.hide()
            chart.removeItem(vlm_curve)
            vflow = chart._flows['volume']
            vflow.render = False
            # avoid range sorting on volume once disabled
            chart.view.disable_auto_yrange()
            # Trade rate overlay
            # XXX: requires an additional overlay for
            # a trades-per-period (time) y-range.
            tr_pi = chart.overlay_plotitem(
                'trade_rates',
                # TODO: dynamically update period (and thus this axis?)
                # title from user input.
                axis_title='clears',
                axis_side='left',
                axis_kwargs={
                    'typical_max_str': ' 10.0 M ',
                    'formatter': partial(
                        humanize,
                        digits=2,
                    ),
                    'text_color': vlm_color,
                },
            )
            # add custom auto range handler
            tr_pi.vb.maxmin = partial(
                multi_maxmin,
                # keep both regular and dark vlm in view
                names=trade_rate_fields,
            )
            chart_curves(
                trade_rate_fields,
                tr_pi,
                fr_shm,
                # step_mode=True,
                # dashed line to represent "individual trades" being
                # more "granular" B)
                style='dash',
            )
            for pi in (
                dvlm_pi,
                tr_pi,
            ):
                for name, axis_info in pi.axes.items():
                    # lol this sux XD
                    axis = axis_info['item']
                    if isinstance(axis, PriceAxis):
                        axis.size_to_values()
        # built-in vlm fsps
        for target, conf in {
            # tina_vwap: {
            #     'overlay': 'ohlc',  # overlays with OHLCV (main) chart
            #     'anchor': 'session',
            # },
        }.items():
            started = await admin.open_fsp_chart(
                target,
                conf,
            )
 async def start_fsp_displays(
    linked: LinkedSplits,
    ohlcv: ShmArray,
    group_status_key: str,
    loglevel: str,
 ) -> None:
    '''
    Create fsp charts from a config input attached to a local actor
    compute cluster.
    Pass target entrypoint and historical data via ``ShmArray``.
    '''
    linked.focus()
    # TODO: eventually we'll support some kind of n-compose syntax
    fsp_conf = {
        # 'rsi': {
        #     'func_name': 'rsi',  # literal python func ref lookup name
        #     # map of parameters to place on the fsp sidepane widget
        #     # which should map to dynamic inputs available to the
        #     # fsp function at runtime.
        #     'params': {
        #         'period': {
        #             'default_value': 14,
        #             'widget_kwargs': {'readonly': True},
        #         },
        #     },
        #     # ``ChartPlotWidget`` options passthrough
        #     'chart_kwargs': {
        #         'static_yrange': (0, 100),
        #     },
        # },
    }
    profiler = pg.debug.Profiler(
        delayed=False,
        disabled=False
    )
    async with (
        # NOTE: this admin internally opens an actor cluster
        open_fsp_admin(linked, ohlcv) as admin,
    ):
        statuses = []
        for target, conf in fsp_conf.items():
            started = await admin.open_fsp_chart(
                target,
                conf,
            )
            done = linked.window().status_bar.open_status(
                f'loading fsp, {target}..',
                group_key=group_status_key,
            )
            statuses.append((started, done))
        for fsp_loaded, status_cb in statuses:
            await fsp_loaded.wait()
            profiler(f'attached to fsp portal: {target}')
            status_cb()
    # blocks on nursery until all fsp actors complete
--- a/piker/ui/_graphics/init.py
+++ b/piker/ui/_graphics/init.py
@ -0,0 +1,20 @@
 # 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.
 """
--- a/piker/ui/_graphics/_cursor.py
+++ b/piker/ui/_graphics/_cursor.py
@ -18,23 +18,23 @@
 Mouse interaction graphics
 """
-from functools import partial
+import math
-from typing import Optional, Callable
+from typing import Optional, Tuple, Set, Dict
 import inspect
 import numpy as np
 import pyqtgraph as pg
-from PyQt5 import QtCore, QtWidgets
+from PyQt5 import QtCore, QtGui
 from PyQt5.QtCore import QPointF, QRectF
-from ._style import (
+from .._style import (
    _xaxis_at,
    hcolor,
    _font_small,
    _font,
    _font_small,
 )
-from ._axes import YAxisLabel, XAxisLabel
+from .._axes import YAxisLabel, XAxisLabel
-from ..log import get_logger
+from ...log import get_logger
 log = get_logger(__name__)
@ -42,9 +42,8 @@ log = get_logger(__name__)
 # XXX: these settings seem to result in really decent mouse scroll
 # 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 = 0
+_debounce_delay = 1 / 2e3
 _ch_label_opac = 1
@ -54,18 +53,13 @@ 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:
        # scale from dpi aware font size
        size = int(_font.px_size * 0.375)
        pg.CurvePoint.__init__(
            self,
            curve,
@ -81,7 +75,7 @@ class LineDot(pg.CurvePoint):
        brush = pg.mkBrush(cdefault)
        # presuming this is fast since it's built in?
-        dot = self.dot = QtWidgets.QGraphicsEllipseItem(
+        dot = self.dot = QtGui.QGraphicsEllipseItem(
            QtCore.QRectF(-size / 2, -size / 2, size, size)
        )
        # if we needed transformable dot?
@ -96,32 +90,22 @@ class LineDot(pg.CurvePoint):
    def event(
        self,
        ev: QtCore.QEvent,
-
+    ) -> None:
-    ) -> bool:
+        if not isinstance(
-
+            ev, QtCore.QDynamicPropertyChangeEvent
-        if (
+        ) or self.curve() is None:
            not isinstance(ev, QtCore.QDynamicPropertyChangeEvent)
            or self.curve() is None
        ):
            return False
-        # TODO: get rid of this ``.getData()`` and
+        (x, y) = self.curve().getData()
-        # make a more pythonic api to retreive backing
+        index = self.property('index')
-        # numpy arrays...
+        # first = self._plot._ohlc[0]['index']
-        # (x, y) = self.curve().getData()
+        # first = x[0]
-        # index = self.property('index')
+        # i = index - first
-        # # first = self._plot._arrays['ohlc'][0]['index']
+        i = index - x[0]
-        # # first = x[0]
+        if i > 0 and i < len(y):
-        # # i = index - first
+            newPos = (index, y[i])
-        # if index:
+            QtGui.QGraphicsItem.setPos(self, *newPos)
-        #     i = round(index - x[0])
+            return True
        #     if i > 0 and i < len(y):
        #         newPos = (index, y[i])
        #         QtWidgets.QGraphicsItem.setPos(
        #             self,
        #             *newPos,
        #         )
        #         return True
        return False
@ -150,14 +134,10 @@ class ContentsLabel(pg.LabelItem):
    def __init__(
        self,
-
+        chart: 'ChartPlotWidget',  # noqa
        # chart: 'ChartPlotWidget',  # noqa
        view: pg.ViewBox,
        anchor_at: str = ('top', 'right'),
        justify_text: str = 'left',
        font_size: Optional[int] = None,
    ) -> None:
        font_size = font_size or _font_small.px_size
@ -168,10 +148,9 @@ class ContentsLabel(pg.LabelItem):
        )
        # anchor to viewbox
-        self.setParentItem(view)
+        self.setParentItem(chart._vb)
-
+        chart.scene().addItem(self)
-        self.vb = view
+        self.chart = chart
        view.scene().addItem(self)
        v, h = anchor_at
        index = (self._corner_anchors[h], self._corner_anchors[v])
@ -185,20 +164,15 @@ class ContentsLabel(pg.LabelItem):
    def update_from_ohlc(
        self,
        name: str,
        index: int,
        array: np.ndarray,
    ) -> None:
        # this being "html" is the dumbest shit :eyeroll:
        first = array[0]['index']
        self.setText(
            "<b>i</b>:{index}<br/>"
            # NB: these fields must be indexed in the correct order via
            # the slice syntax below.
            "<b>epoch</b>:{}<br/>"
            "<b>O</b>:{}<br/>"
            "<b>H</b>:{}<br/>"
            "<b>L</b>:{}<br/>"
@ -206,15 +180,7 @@ class ContentsLabel(pg.LabelItem):
            "<b>V</b>:{}<br/>"
            "<b>wap</b>:{}".format(
                *array[index - first][
-                    [
+                    ['open', 'high', 'low', 'close', 'volume', 'bar_wap']
                        'time',
                        'open',
                        'high',
                        'low',
                        'close',
                        'volume',
                        'bar_wap',
                    ]
                ],
                name=name,
                index=index,
@ -223,116 +189,24 @@ class ContentsLabel(pg.LabelItem):
    def update_from_value(
        self,
        name: str,
        index: int,
        array: np.ndarray,
    ) -> None:
        first = array[0]['index']
        if index < array[-1]['index'] and index > first:
            data = array[index - first][name]
            self.setText(f"{name}: {data:.2f}")
 class ContentsLabels:
    '''Collection of labels that span a ``LinkedSplits`` set of chart plots
    and can be updated from the underlying data from an x-index value sent
    as input from a cursor or other query mechanism.
    '''
    def __init__(
        self,
        linkedsplits: 'LinkedSplits',  # type: ignore # noqa
    ) -> None:
        self.linkedsplits = linkedsplits
        self._labels: list[(
            'CharPlotWidget',  # type: ignore # noqa
            str,
            ContentsLabel,
            Callable
        )] = []
    def update_labels(
        self,
        index: int,
    ) -> None:
        for chart, name, label, update in self._labels:
            flow = chart._flows[name]
            array = flow.shm.array
            if not (
                index >= 0
                and index < array[-1]['index']
            ):
                # out of range
                print('WTF out of range?')
                continue
            # call provided update func with data point
            try:
                label.show()
                update(index, array)
            except IndexError:
                log.exception(f"Failed to update label: {name}")
    def hide(self) -> None:
        for chart, name, label, update in self._labels:
            label.hide()
    def add_label(
        self,
        chart: 'ChartPlotWidget',  # type: ignore # noqa
        name: str,
        anchor_at: tuple[str, str] = ('top', 'left'),
        update_func: Callable = ContentsLabel.update_from_value,
    ) -> ContentsLabel:
        label = ContentsLabel(
            view=chart.view,
            anchor_at=anchor_at,
        )
        self._labels.append(
            (chart, name, label, partial(update_func, label, name))
        )
        label.hide()
        return label
 class Cursor(pg.GraphicsObject):
    '''
    Multi-plot cursor for use on a ``LinkedSplits`` chart (set).
    '''
    def __init__(
        self,
-        linkedsplits: 'LinkedSplits',  # noqa
+        linkedsplitcharts: 'LinkedSplitCharts',  # noqa
        digits: int = 0
    ) -> None:
        super().__init__()
        self.linked = linkedsplits
        self.graphics: dict[str, pg.GraphicsObject] = {}
        self.plots: list['PlotChartWidget'] = []  # type: ignore # noqa
        self.active_plot = None
        self.digits: int = digits
        self._datum_xy: tuple[int, float] = (0, 0)
        self._hovered: set[pg.GraphicsObject] = set()
        self._trackers: set[pg.GraphicsObject] = set()
        # XXX: not sure why these are instance variables?
        # It's not like we can change them on the fly..?
        self.pen = pg.mkPen(
@ -343,10 +217,19 @@ class Cursor(pg.GraphicsObject):
            color=hcolor('davies'),
            style=QtCore.Qt.DashLine,
        )
        self.lsc = linkedsplitcharts
        self.graphics: Dict[str, pg.GraphicsObject] = {}
        self.plots: List['PlotChartWidget'] = []  # type: ignore # noqa
        self.active_plot = None
        self.digits: int = digits
        self._datum_xy: Tuple[int, float] = (0, 0)
        self._hovered: Set[pg.GraphicsObject] = set()
        self._trackers: Set[pg.GraphicsObject] = set()
        # value used for rounding y-axis discreet tick steps
        # computing once, up front, here cuz why not
-        self._y_incr_mult = 1 / self.linked._symbol.tick_size
+        self._y_incr_mult = 1 / self.lsc._symbol.tick_size
        # line width in view coordinates
        self._lw = self.pixelWidth() * self.lines_pen.width()
@ -356,26 +239,6 @@ class Cursor(pg.GraphicsObject):
        self._y_label_update: bool = True
        self.contents_labels = ContentsLabels(self.linked)
        self._in_query_mode: bool = False
    @property
    def in_query_mode(self) -> bool:
        return self._in_query_mode
    @in_query_mode.setter
    def in_query_mode(self, value: bool) -> None:
        if self._in_query_mode and not value:
            # edge trigger "off" hide all labels
            self.contents_labels.hide()
        elif not self._in_query_mode and value:
            # edge trigger "on" hide all labels
            self.contents_labels.update_labels(self._datum_xy[0])
        self._in_query_mode = value
    def add_hovered(
        self,
        item: pg.GraphicsObject,
@ -387,27 +250,20 @@ class Cursor(pg.GraphicsObject):
        self,
        plot: 'ChartPlotWidget',  # noqa
        digits: int = 0,
    ) -> None:
        '''
        Add chart to tracked set such that a cross-hair and possibly
        curve tracking cursor can be drawn on the plot.
        '''
        # add ``pg.graphicsItems.InfiniteLine``s
        # vertical and horizonal lines and a y-axis label
        vl = plot.addLine(x=0, pen=self.lines_pen, movable=False)
-        vl.setCacheMode(QtWidgets.QGraphicsItem.DeviceCoordinateCache)
+        vl.setCacheMode(QtGui.QGraphicsItem.DeviceCoordinateCache)
        hl = plot.addLine(y=0, pen=self.lines_pen, movable=False)
-        hl.setCacheMode(QtWidgets.QGraphicsItem.DeviceCoordinateCache)
+        hl.setCacheMode(QtGui.QGraphicsItem.DeviceCoordinateCache)
        hl.hide()
        yl = YAxisLabel(
            chart=plot,
-            # parent=plot.getAxis('right'),
+            parent=plot.getAxis('right'),
            parent=plot.pi_overlay.get_axis(plot.plotItem, 'right'),
            digits=digits or self.digits,
            opacity=_ch_label_opac,
            bg_color=self.label_color,
@ -422,7 +278,6 @@ class Cursor(pg.GraphicsObject):
            slot=self.mouseMoved,
            delay=_debounce_delay,
        )
        px_enter = pg.SignalProxy(
            plot.sig_mouse_enter,
            rateLimit=_mouse_rate_limit,
@ -448,39 +303,24 @@ class Cursor(pg.GraphicsObject):
        # keep x-axis right below main chart
        plot_index = -1 if _xaxis_at == 'bottom' else 0
-        # ONLY create an x-axis label for the cursor
+        self.xaxis_label = XAxisLabel(
        # if this plot owns the 'bottom' axis.
        # if 'bottom' in plot.plotItem.axes:
        if plot.linked.xaxis_chart is plot:
            xlabel = self.xaxis_label = XAxisLabel(
            parent=self.plots[plot_index].getAxis('bottom'),
                # parent=self.plots[plot_index].pi_overlay.get_axis(
                #     plot.plotItem, 'bottom'
                # ),
            opacity=_ch_label_opac,
            bg_color=self.label_color,
        )
        # place label off-screen during startup
-            xlabel.setPos(
+        self.xaxis_label.setPos(self.plots[0].mapFromView(QPointF(0, 0)))
                self.plots[0].mapFromView(QPointF(0, 0))
            )
            xlabel.show()
    def add_curve_cursor(
        self,
        plot: 'ChartPlotWidget',  # noqa
        curve: 'PlotCurveItem',  # noqa
    ) -> LineDot:
        # if this plot contains curves add line dot "cursors" to denote
        # the current sample under the mouse
        main_flow = plot._flows[plot.name]
        # read out last index
        i = main_flow.shm.array[-1]['index']
        cursor = LineDot(
            curve,
-            index=i,
+            index=plot._ohlc[-1]['index'],
            plot=plot
        )
        plot.addItem(cursor)
@ -504,15 +344,12 @@ class Cursor(pg.GraphicsObject):
    def mouseMoved(
        self,
-        coords: tuple[QPointF],  # noqa
+        evt: 'Tuple[QMouseEvent]',  # noqa
-
+    ) -> None:  # noqa
-    ) -> None:
+        """Update horizonal and vertical lines when mouse moves inside
        '''
        Update horizonal and vertical lines when mouse moves inside
        either the main chart or any indicator subplot.
-
+        """
-        '''
+        pos = evt[0]
        pos = coords[0]
        # find position inside active plot
        try:
@ -531,70 +368,51 @@ class Cursor(pg.GraphicsObject):
        ix = round(x)  # since bars are centered around index
        # px perfect...
        line_offset = self._lw / 2
        # round y value to nearest tick step
        m = self._y_incr_mult
        iy = round(y * m) / m
-        vl_y = iy - line_offset
+
        # px perfect...
        line_offset = self._lw / 2
        # update y-range items
        if iy != last_iy:
            if self._y_label_update:
                self.graphics[self.active_plot]['yl'].update_label(
-                    # abs_pos=plot.mapFromView(QPointF(ix, iy)),
+                    abs_pos=plot.mapFromView(QPointF(ix, iy)),
                    abs_pos=plot.mapFromView(QPointF(ix, vl_y)),
                    value=iy
                )
                # only update horizontal xhair line if label is enabled
-                # self.graphics[plot]['hl'].setY(iy)
+                self.graphics[plot]['hl'].setY(iy)
                self.graphics[plot]['hl'].setY(vl_y)
            # update all trackers
            for item in self._trackers:
                item.on_tracked_source(ix, iy)
        if ix != last_ix:
            if self.in_query_mode:
                # show contents labels on all linked charts and update
                # with cursor movement
                self.contents_labels.update_labels(ix)
            vl_x = ix + line_offset
            for plot, opts in self.graphics.items():
                # update the chart's "contents" label
                plot.update_contents_labels(ix)
                # move the vertical line to the current "center of bar"
-                opts['vl'].setX(vl_x)
+                opts['vl'].setX(ix + line_offset)
                # update all subscribed curve dots
                for cursor in opts.get('cursors', ()):
                    cursor.setIndex(ix)
-                # Update the label on the bottom of the crosshair.
+            # update the label on the bottom of the crosshair
-                # TODO: make this an up-front calc that we update
+            self.xaxis_label.update_label(
                # on axis-widget resize events instead of on every mouse
                # update cylce.
-                # left axis offset width for calcuating
+                # XXX: requires:
-                # absolute x-axis label placement.
+                # https://github.com/pyqtgraph/pyqtgraph/pull/1418
-                left_axis_width = 0
+                # otherwise gobbles tons of CPU..
                if len(plot.pi_overlay.overlays):
                    # breakpoint()
                    lefts = plot.pi_overlay.get_axes('left')
                    if lefts:
                        for left in lefts:
                            left_axis_width += left.width()
                # map back to abs (label-local) coordinates
-                self.xaxis_label.update_label(
+                abs_pos=plot.mapFromView(QPointF(ix + line_offset, iy)),
                    abs_pos=(
                        plot.mapFromView(QPointF(vl_x, iy)) -
                        QPointF(left_axis_width, 0)
                    ),
                value=ix,
            )
--- a/piker/ui/_graphics/_curve.py
+++ b/piker/ui/_graphics/_curve.py
@ -0,0 +1,172 @@
 # 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/>.
 """
 Fast, smooth, sexy curves.
 """
 from typing import Tuple
 import pyqtgraph as pg
 from PyQt5 import QtCore, QtGui, QtWidgets
 from ..._profile import pg_profile_enabled
 # TODO: got a feeling that dropping this inheritance gets us even more speedups
 class FastAppendCurve(pg.PlotCurveItem):
    def __init__(self, *args, **kwargs):
        # 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)
        # TODO: one question still remaining is if this makes trasform
        # interactions slower (such as zooming) and if so maybe if/when
        # we implement a "history" mode for the view we disable this in
        # that mode?
        self.setCacheMode(QtGui.QGraphicsItem.DeviceCoordinateCache)
    def update_from_array(
        self,
        x,
        y,
    ) -> QtGui.QPainterPath:
        profiler = pg.debug.Profiler(disabled=not pg_profile_enabled())
        flip_cache = False
        # print(f"xrange: {self._xrange}")
        istart, istop = self._xrange
        prepend_length = istart - x[0]
        append_length = x[-1] - istop
        if self.path is None or prepend_length:
            self.path = pg.functions.arrayToQPath(
                x[:-1],
                y[:-1],
                connect='all'
            )
            profiler('generate fresh path')
        # TODO: get this working - right now it's giving heck on vwap...
        # if prepend_length:
        #     breakpoint()
        #     prepend_path = pg.functions.arrayToQPath(
        #         x[0:prepend_length],
        #         y[0:prepend_length],
        #         connect='all'
        #     )
        #     # swap prepend path in "front"
        #     old_path = self.path
        #     self.path = prepend_path
        #     # 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))
            append_path = pg.functions.arrayToQPath(
                new_x,
                new_y,
                connect='all'
            )
            # 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)
            # XXX: pretty annoying but, without this there's little
            # artefacts on the append updates to the curve...
            self.setCacheMode(QtGui.QGraphicsItem.NoCache)
            self.prepareGeometryChange()
            flip_cache = True
            # print(f"update br: {self.path.boundingRect()}")
        # XXX: lol brutal, the internals of `CurvePoint` (inherited by
        # our `LineDot`) required ``.getData()`` to work..
        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])
        # trigger redraw of path
        # do update before reverting to cache mode
        self.prepareGeometryChange()
        self.update()
        if flip_cache:
            self.setCacheMode(QtGui.QGraphicsItem.DeviceCoordinateCache)
    def boundingRect(self):
        if self.path is None:
            return QtGui.QPainterPath().boundingRect()
        else:
            # dynamically override this method after initial
            # path is created to avoid requiring the above None check
            self.boundingRect = self._br
            return self._br()
    def _br(self):
        """Post init ``.boundingRect()```.
        """
        hb = self.path.controlPointRect()
        hb_size = hb.size()
        # print(f'hb_size: {hb_size}')
        w = hb_size.width() + 1
        h = hb_size.height() + 1
        br = QtCore.QRectF(
            # top left
            QtCore.QPointF(hb.topLeft()),
            # total size
            QtCore.QSizeF(w, h)
        )
        # print(f'bounding rect: {br}')
        return br
    def paint(
        self,
        p: QtGui.QPainter,
        opt: QtWidgets.QStyleOptionGraphicsItem,
        w: QtWidgets.QWidget
    ) -> None:
        profiler = pg.debug.Profiler(disabled=not pg_profile_enabled())
        # p.setRenderHint(p.Antialiasing, True)
        p.setPen(self.opts['pen'])
        p.drawLine(self._last_line)
        profiler('.drawLine()')
        p.drawPath(self.path)
        profiler('.drawPath()')
--- a/piker/ui/_graphics/_lines.py
+++ b/piker/ui/_graphics/_lines.py
@ -18,24 +18,17 @@
 Lines for orders, alerts, L2.
 """
 from functools import partial
 from math import floor
-from typing import Optional, Callable
+from typing import Tuple, Optional, List
 import pyqtgraph as pg
 from pyqtgraph import Point, functions as fn
 from PyQt5 import QtCore, QtGui, QtWidgets
 from PyQt5.QtCore import QPointF
-from ._annotate import qgo_draw_markers, LevelMarker
+from .._annotate import mk_marker, qgo_draw_markers
-from ._anchors import (
+from .._label import Label, vbr_left, right_axis
-    vbr_left,
+from .._style import hcolor, _font
    right_axis,
    gpath_pin,
 )
 from ..calc import humanize
 from ._label import Label
 from ._style import hcolor, _font
 # TODO: probably worth investigating if we can
@ -43,6 +36,12 @@ 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
@ -51,20 +50,19 @@ class LevelLine(pg.InfiniteLine):
        color: str = 'default',
        highlight_color: str = 'default_light',
        dotted: bool = False,
        marker_size: int = 20,
        # UX look and feel opts
        always_show_labels: bool = False,
-        highlight_on_hover: bool = True,
+        hl_on_hover: bool = True,
        hide_xhair_on_hover: bool = True,
        only_show_markers_on_hover: bool = True,
        use_marker_margin: bool = False,
        movable: bool = True,
    ) -> 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,
@ -74,16 +72,13 @@ class LevelLine(pg.InfiniteLine):
        )
        self._chart = chart
-        self.highlight_on_hover = highlight_on_hover
+        self._hoh = hl_on_hover
        self._dotted = dotted
        self._hide_xhair_on_hover = hide_xhair_on_hover
        # callback that can be assigned by user code
        # to get updates from each level change
        self._on_level_change: Callable[[float], None] = lambda y: None
        self._marker = None
-        self.only_show_markers_on_hover = only_show_markers_on_hover
+        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
        # should line go all the way to far end or leave a "margin"
@ -102,8 +97,8 @@ class LevelLine(pg.InfiniteLine):
        # list of labels anchored at one of the 2 line endpoints
        # inside the viewbox
-        self._labels: list[Label] = []
+        self._labels: List[(int, Label)] = []
-        self._markers: list[(int, Label)] = []
+        self._markers: List[(int, Label)] = []
        # whenever this line is moved trigger label updates
        self.sigPositionChanged.connect(self.on_pos_change)
@ -114,15 +109,17 @@ class LevelLine(pg.InfiniteLine):
        # TODO: for when we want to move groups of lines?
        self._track_cursor: bool = False
-        self.always_show_labels = always_show_labels
+        self._always_show_labels = always_show_labels
        self._on_drag_start = lambda l: None
        self._on_drag_end = lambda l: None
-        self._y_incr_mult = 1 / chart.linked.symbol.tick_size
+        self._y_incr_mult = 1 / chart._lc._symbol.tick_size
        self._last_scene_y: float = 0
        self._right_end_sc: float = 0
-    def txt_offsets(self) -> tuple[int, int]:
+    def txt_offsets(self) -> Tuple[int, int]:
        return 0, 0
    @property
@ -146,6 +143,52 @@ 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
@ -153,75 +196,61 @@ class LevelLine(pg.InfiniteLine):
        """Position changed handler.
        """
-        level = self.value()
+        self.update_labels({'level': self.value()})
        self.update_labels({'level': level})
        self.set_level(level, called_from_on_pos_change=True)
    def update_labels(
        self,
        fields_data: dict,
    ) -> None:
-        for label in self._labels:
+        for at, label in self._labels:
            label.color = self.color
            # print(f'color is {self.color}')
            label.fields.update(fields_data)
            label.render()
            level = fields_data.get('level')
            if level:
-                label.set_view_pos(y=level)
+                label.set_view_y(level)
            label.render()
        self.update()
    def hide_labels(self) -> None:
-        for label in self._labels:
+        for at, label in self._labels:
            label.hide()
    def show_labels(self) -> None:
-        for label in self._labels:
+        for at, label in self._labels:
            label.show()
    def set_level(
        self,
        level: float,
        called_from_on_pos_change: bool = False,
    ) -> None:
        if not called_from_on_pos_change:
        last = self.value()
        # if the position hasn't changed then ``.update_labels()``
        # will not be called by a non-triggered `.on_pos_change()`,
        # so we need to call it manually to avoid mismatching
        # label-to-line color when the line is updated but not
-            # from a "moved" event.
+        # "moved".
        if level == last:
            self.update_labels({'level': level})
        self.setPos(level)
        self.level = self.value()
        self.update()
        # invoke any user code
        self._on_level_change(level)
    def on_tracked_source(
        self,
        x: int,
        y: float
    ) -> None:
-        '''Chart coordinates cursor tracking callback.
+        # XXX: this is called by our ``Cursor`` type once this
-
+        # line is set to track the cursor: for every movement
-        this is called by our ``Cursor`` type once this line is set to
+        # this callback is invoked to reposition the line
        track the cursor: for every movement this callback is invoked to
        reposition the line with the current view coordinates.
        '''
        self.movable = True
        self.set_level(y)  # implictly calls reposition handler
@ -230,10 +259,10 @@ class LevelLine(pg.InfiniteLine):
        detailed control and start end signalling.
        """
-        cursor = self._chart.linked.cursor
+        chart = self._chart
        # hide y-crosshair
-        cursor.hide_xhair()
+        chart._cursor.hide_xhair()
        # highlight
        self.currentPen = self.hoverPen
@ -279,7 +308,7 @@ class LevelLine(pg.InfiniteLine):
        # This is the final position in the drag
        if ev.isFinish():
            # show y-crosshair again
-            cursor.show_xhair()
+            chart._cursor.show_xhair()
    def delete(self) -> None:
        """Remove this line from containing chart/view/scene.
@ -287,10 +316,9 @@ class LevelLine(pg.InfiniteLine):
        """
        scene = self.scene()
        if scene:
-            for label in self._labels:
+            for at, label in self._labels:
                label.delete()
            # gc managed labels?
            self._labels.clear()
            if self._marker:
@ -298,7 +326,7 @@ class LevelLine(pg.InfiniteLine):
        # remove from chart/cursor states
        chart = self._chart
-        cur = chart.linked.cursor
+        cur = chart._cursor
        if self in cur._hovered:
            cur._hovered.remove(self)
@ -313,31 +341,51 @@ class LevelLine(pg.InfiniteLine):
        # TODO: enter labels edit mode
        print(f'double click {ev}')
    def right_point(
        self,
    ) -> float:
        chart = self._chart
        l1_len = chart._max_l1_line_len
        ryaxis = chart.getAxis('right')
        up_to_l1_sc = ryaxis.pos().x() - l1_len
        return up_to_l1_sc
    def paint(
        self,
        p: QtGui.QPainter,
        opt: QtWidgets.QStyleOptionGraphicsItem,
        w: QtWidgets.QWidget
    ) -> None:
-        '''
+        """Core paint which we override (yet again)
        Core paint which we override (yet again)
        from pg..
-        '''
+        """
        p.setRenderHint(p.Antialiasing)
        # 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()
-        line_end, marker_right, r_axis_x = self._chart.marker_right_points()
+        size = self._default_mkr_size
        marker_right = up_to_l1_sc - (1.375 * 2*size)
        line_end = marker_right - (6/16 * size)
        if self.show_markers and self.markers:
            size = self.markers[0][2]
            p.setPen(self.pen)
-            qgo_draw_markers(
+            size = qgo_draw_markers(
                self.markers,
                self.pen.color(),
                p,
@ -352,14 +400,9 @@ 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
@ -381,52 +424,41 @@ class LevelLine(pg.InfiniteLine):
        super().hide()
        if self._marker:
            self._marker.hide()
            # needed for ``order_line()`` lines currently
            self._marker.label.hide()
-    def show(self) -> None:
+    def scene_right_xy(self) -> QPointF:
-        super().show()
+        return self.getViewBox().mapFromView(
-        if self._marker:
+            QPointF(0, self.value())
-            self._marker.show()
+        )
            # self._marker.label.show()
    def scene_y(self) -> float:
-        return self.getViewBox().mapFromView(
+        return self.getViewBox().mapFromView(Point(0, self.value())).y()
            Point(0, self.value())
        ).y()
    def scene_endpoint(self) -> QPointF:
        if not self._right_end_sc:
            line_end, _, _ = self._chart.marker_right_points()
            self._right_end_sc = line_end - 10
        return QPointF(self._right_end_sc, self.scene_y())
    def add_marker(
        self,
-        path: QtWidgets.QGraphicsPathItem,
+        path: QtGui.QGraphicsPathItem,
    ) -> None:
-    ) -> QtWidgets.QGraphicsPathItem:
+        # chart = self._chart
        vb = self.getViewBox()
        vb.scene().addItem(path)
        self._marker = path
        rsc = self.right_point()
        self._marker.setPen(self.currentPen)
        self._marker.setBrush(fn.mkBrush(self.currentPen.color()))
-        # add path to scene
+        # y_in_sc = chart._vb.mapFromView(Point(0, self.value())).y()
        self.getViewBox().scene().addItem(path)
        # place to just-left of L1 labels
        rsc = self._chart.pre_l1_xs()[0]
        path.setPos(QPointF(rsc, self.scene_y()))
-        return path
+        # self.update()
    def hoverEvent(self, ev):
-        '''
+        """Mouse hover callback.
        Mouse hover callback.
-        '''
+        """
-        cur = self._chart.linked.cursor
+        chart = self._chart
        cur = chart._cursor
        # hovered
        if (not ev.isExit()) and ev.acceptDrags(QtCore.Qt.LeftButton):
@ -435,14 +467,11 @@ class LevelLine(pg.InfiniteLine):
            if self.mouseHovering is True:
                return
-            if self.only_show_markers_on_hover:
+            if self._moh:
                self.show_markers = True
                if self._marker:
                    self._marker.show()
            # highlight if so configured
-            if self.highlight_on_hover:
+            if self._hoh:
                self.currentPen = self.hoverPen
@ -481,18 +510,17 @@ class LevelLine(pg.InfiniteLine):
            cur._hovered.remove(self)
-            if self.only_show_markers_on_hover:
+            if self._moh:
                self.show_markers = False
                if self._marker:
                    self._marker.hide()
                    self._marker.label.hide()
            if self not in cur._trackers:
                cur.show_xhair(y_label_level=self.value())
-            if not self.always_show_labels:
+            if not self._always_show_labels:
-                self.hide_labels()
+                for at, label in self._labels:
                    label.hide()
                    label.txt.update()
                    # label.unhighlight()
            self.mouseHovering = False
@ -500,28 +528,33 @@ class LevelLine(pg.InfiniteLine):
 def level_line(
-
+    chart: 'ChartPlogWidget',  # noqa
    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
    highlight_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:
    """Convenience routine to add a styled horizontal line to a plot.
    """
-    hl_color = color + '_light' if highlight_on_hover else color
+    hl_color = color + '_light' if hl_on_hover else color
    line = LevelLine(
        chart,
@ -533,7 +566,7 @@ def level_line(
        dotted=dotted,
        # UX related options
-        highlight_on_hover=highlight_on_hover,
+        hl_on_hover=hl_on_hover,
        # when set to True the label is always shown instead of just on
        # highlight (which is a privacy thing for orders)
@ -546,36 +579,17 @@ def level_line(
    if add_label:
-        label = Label(
+        label = line.add_label(
-
+            side='right',
-            view=line.getViewBox(),
+            opacity=1,
-
+            x_offset=0,
            # 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()
        # keep pp label details private until
        # the user edge triggers "order mode"
        line.hide_labels()
    # activate/draw label
@ -585,191 +599,122 @@ def level_line(
 def order_line(
    chart,
    level: float,
-    action: Optional[str] = 'buy',  # buy or sell
+    level_digits: float,
    action: str,  # buy or sell
    marker_style: Optional[str] = None,
    level_digits: Optional[float] = 3,
    size: Optional[int] = 1,
-    size_digits: int = 1,
+    size_digits: int = 0,
    show_markers: bool = False,
    submit_price: float = None,
    exec_type: str = 'dark',
    order_type: str = 'limit',
    orient_v: str = 'bottom',
    **line_kwargs,
 ) -> LevelLine:
-    '''
+    """Convenience routine to add a line graphic representing an order
    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,
        add_label=False,
        use_marker_margin=True,
        # only_show_markers_on_hover=True,
        **line_kwargs
    )
    if show_markers:
        font_size = _font.font.pixelSize()
        # scale marker size with dpi-aware font size
-    marker_size = floor(1.375 * font_size)
+        arrow_size = floor(1.375 * font_size)
        alert_size = arrow_size * 0.666
        # add arrow marker on end of line nearest y-axis
        marker_style, marker_size = {
            'buy': ('|<', arrow_size),
            'sell': ('>|', arrow_size),
            'alert': ('v', alert_size),
        }[action]
        # this fixes it the artifact issue! .. of course, bouding 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
        # line.add_marker(mk_marker(marker_style, marker_size))
        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 ``.pain()`` drawing
        line.markers.append((path, 0, marker_size))
    orient_v = 'top' if action == 'sell' else 'bottom'
    if action == 'alert':
        label = Label(
            view=line.getViewBox(),
            color=line.color,
        # completely different labelling for alerts
-            fmt_str='alert => {level}',
+        fmt_str = 'alert => {level}'
        )
        # for now, we're just duplicating the label contents i guess..
-        line._labels.append(label)
+        llabel = line.add_label(
-
+            side='left',
-        # anchor to left side of view / line
+            fmt_str=fmt_str,
-        label.set_x_anchor_func(vbr_left(label))
+        )
-
+        llabel.fields = {
        label.fields = {
            'level': level,
            'level_digits': level_digits,
        }
-
+        llabel.orient_v = orient_v
-        marker_size = marker_size * 0.666
+        llabel.render()
        llabel.show()
    else:
-        view = line.getViewBox()
+        # # 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()
-        # far-side label
+        # right before L1 label
-        label = Label(
+        rlabel = line.add_label(
-            view=view,
+            side='right',
-            # display the order pos size, which is some multiple
+            side_of_axis='left',
-            # of the user defined base unit size
+            x_offset=4*marker_size,
            fmt_str=(
-                '{account_text}{size:.{size_digits}f}u{fiat_text}'
+                '{size:.{size_digits}f} '
            ),
            color=line.color,
        )
-
+        rlabel.fields = {
        label.set_x_anchor_func(vbr_left(label))
        line._labels.append(label)
        def maybe_show_fiat_text(fields: dict) -> str:
            fiat_size = fields.get('fiat_size')
            if not fiat_size:
                return ''
            return f' ~ ${humanize(fiat_size)}'
        def maybe_show_account_name(fields: dict) -> str:
            account = fields.get('account')
            if not account:
                return ''
            return f'{account}: '
        label.fields = {
            'size': size,
-            'size_digits': 0,
+            'size_digits': size_digits,
            'fiat_size': None,
            'fiat_text': maybe_show_fiat_text,
            'account': None,
            'account_text': maybe_show_account_name,
        }
-    label.orient_v = orient_v
+        rlabel.orient_v = orient_v
-    label.render()
+        rlabel.render()
-    label.show()
+        rlabel.show()
    if show_markers:
        # add arrow marker on end of line nearest y-axis
        marker_style = marker_style or {
            'buy': '|<',
            'sell': '>|',
            'alert': 'v',
        }[action]
        # the old way which is still somehow faster?
        marker = LevelMarker(
            chart=chart,
            style=marker_style,
            get_level=line.value,
            size=marker_size,
            keep_in_view=False,
        )
        # XXX: this is our new approach but seems slower?
        marker = line.add_marker(marker)
        # XXX: DON'T COMMENT THIS!
        # this fixes it the artifact issue! .. of course, bounding rect stuff
        line._maxMarkerSize = marker_size
        assert line._marker is marker
        assert not line.markers
        # above we use ``QPathGraphicsItem``s directly to draw markers
        # in scene coords instead of the way ``InfiniteLine`` does it
        # internally: by resetting the graphics item transform
        # intermittently inside ``.paint()`` which we've copied and
        # seperated as ``qgo_draw_markers()`` if we ever want to go back
        # to it; likely we can remove this.
        # 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((marker, 0, marker_size))
        if action != 'alert':
            # add a partial position label if we also added a level marker
            pp_size_label = Label(
                view=view,
                color=line.color,
                # this is "static" label
                # update_on_range_change=False,
                fmt_str='\n'.join((
                    '{slots_used:.1f}x',
                )),
                fields={
                    'slots_used': 0,
                },
            )
            pp_size_label.render()
            pp_size_label.show()
            line._labels.append(pp_size_label)
            # TODO: pretty sure one of the reasons these "label
            # updatess" are a bit "jittery" is because we aren't
            # leveraging the "scene coordinates hierarchy" stuff:
            # i.e. using some parent object as the coord "origin"
            # which i presume would result in better pixel caching
            # results? def something to dig into..
            pp_size_label.scene_anchor = partial(
                gpath_pin,
                gpath=marker,
                label=pp_size_label,
            )
            # XXX: without this the pp proportion label next the marker
            # seems to lag?  this is the same issue we had with position
            # lines which we handle with ``.update_graphcis()``.
            # marker._on_paint=lambda marker: pp_size_label.update()
            marker._on_paint = lambda marker: pp_size_label.update()
        marker.label = label
    # sanity check
    line.update_labels({'level': level})
@ -777,27 +722,75 @@ def order_line(
    return line
-# TODO: should probably consider making this a more general
+def position_line(
-# purpose class method on the type?
+    chart,
-def copy_from_order_line(
+    size: float,
-    chart: 'ChartPlotWidget',  # noqa
+    level: float,
-    line: LevelLine
+
    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".
-    return order_line(
+    """
-
+    line = level_line(
        chart,
-
+        level,
-        # label fields default values
+        color='default_light',
-        level=line.value(),
+        add_label=False,
-        marker_style=line._marker.style,
+        hl_on_hover=False,
-
+        movable=False,
-        # LevelLine kwargs
+        always_show_labels=False,
-        color=line.color,
+        hide_xhair_on_hover=False,
-        dotted=line._dotted,
+        use_marker_margin=True,
        show_markers=line.show_markers,
        only_show_markers_on_hover=line.only_show_markers_on_hover,
    )
    #  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 level > ymx or level < ymn:
            line._marker.hide()
        else:
            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)
    line.add_marker(arrow_path)
    line.set_level(level)
    # sanity check
    line.update_labels({'level': level})
    return line
--- a/piker/ui/_graphics/_ohlc.py
+++ b/piker/ui/_graphics/_ohlc.py
@ -0,0 +1,423 @@
 # 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/>.
 """
 Super fast OHLC sampling graphics types.
 """
 from typing import List, Optional, Tuple
 import numpy as np
 import pyqtgraph as pg
 from numba import njit, float64, int64  # , optional
 from PyQt5 import QtCore, QtGui, QtWidgets
 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
 def _mk_lines_array(
    data: List,
    size: int,
    elements_step: int = 6,
 ) -> np.ndarray:
    """Create an ndarray to hold lines graphics info.
    """
    return np.zeros_like(
        data,
        shape=(int(size), elements_step),
        dtype=object,
    )
 def lines_from_ohlc(
    row: np.ndarray,
    w: float
 ) -> Tuple[QLineF]:
    open, high, low, close, index = row[
        ['open', 'high', 'low', 'close', 'index']]
    # TODO: maybe consider using `QGraphicsLineItem` ??
    # gives us a ``.boundingRect()`` on the objects which may make
    # computing the composite bounding rect of the last bars + the
    # history path faster since it's done in C++:
    # https://doc.qt.io/qt-5/qgraphicslineitem.html
    # high -> low vertical (body) line
    if low != high:
        hl = QLineF(index, low, index, high)
    else:
        # XXX: if we don't do it renders a weird rectangle?
        # see below for filtering this later...
        hl = None
    # NOTE: place the x-coord start as "middle" of the drawing range such
    # that the open arm line-graphic is at the left-most-side of
    # the index's range according to the view mapping coordinates.
    # open line
    o = QLineF(index - w, open, index, open)
    # close line
    c = QLineF(index, close, index + w, close)
    return [hl, o, c]
@njit(
    # TODO: for now need to construct this manually for readonly arrays, see
    # https://github.com/numba/numba/issues/4511
    # ntypes.Tuple((float64[:], float64[:], float64[:]))(
    #     numba_ohlc_dtype[::1],  # contiguous
    #     int64,
    #     optional(float64),
    # ),
    nogil=True
 )
 def path_arrays_from_ohlc(
    data: np.ndarray,
    start: int64,
    bar_gap: float64 = 0.43,
 ) -> np.ndarray:
    """Generate an array of lines objects from input ohlc data.
    """
    size = int(data.shape[0] * 6)
    x = np.zeros(
        # data,
        shape=size,
        dtype=float64,
    )
    y, c = x.copy(), x.copy()
    # TODO: report bug for assert @
    # /home/goodboy/repos/piker/env/lib/python3.8/site-packages/numba/core/typing/builtins.py:991
    for i, q in enumerate(data[start:], start):
        # TODO: ask numba why this doesn't work..
        # open, high, low, close, index = q[
        #     ['open', 'high', 'low', 'close', 'index']]
        open = q['open']
        high = q['high']
        low = q['low']
        close = q['close']
        index = float64(q['index'])
        istart = i * 6
        istop = istart + 6
        # x,y detail the 6 points which connect all vertexes of a ohlc bar
        x[istart:istop] = (
            index - bar_gap,
            index,
            index,
            index,
            index,
            index + bar_gap,
        )
        y[istart:istop] = (
            open,
            open,
            low,
            high,
            close,
            close,
        )
        # 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)
    return x, y, c
 def gen_qpath(
    data,
    start,  # XXX: do we need this?
    w,
 ) -> QtGui.QPainterPath:
    profiler = pg.debug.Profiler(disabled=not pg_profile_enabled())
    x, y, c = path_arrays_from_ohlc(data, start, bar_gap=w)
    profiler("generate stream with numba")
    # TODO: numba the internals of this!
    path = pg.functions.arrayToQPath(x, y, connect=c)
    profiler("generate path with arrayToQPath")
    return path
 class BarItems(pg.GraphicsObject):
    """Price range bars graphics rendered from a OHLC sequence.
    """
    sigPlotChanged = QtCore.Signal(object)
    # 0.5 is no overlap between arms, 1.0 is full overlap
    w: float = 0.43
    def __init__(
        self,
        # scene: 'QGraphicsScene',  # noqa
        plotitem: 'pg.PlotItem',  # noqa
        pen_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.
        self.bars_pen = pg.mkPen(hcolor(pen_color), width=1)
        # NOTE: this prevents redraws on mouse interaction which is
        # a huge boon for avg interaction latency.
        # TODO: one question still remaining is if this makes trasform
        # interactions slower (such as zooming) and if so maybe if/when
        # we implement a "history" mode for the view we disable this in
        # that mode?
        self.setCacheMode(QtGui.QGraphicsItem.DeviceCoordinateCache)
        # not sure if this is actually impoving anything but figured it
        # was worth a shot:
        # self.path.reserve(int(100e3 * 6))
        self.path = QtGui.QPainterPath()
        self._pi = plotitem
        self._xrange: Tuple[int, int]
        self._yrange: Tuple[float, float]
        # TODO: don't render the full backing array each time
        # self._path_data = None
        self._last_bar_lines: Optional[Tuple[QLineF, ...]] = None
        # track the current length of drawable lines within the larger array
        self.start_index: int = 0
        self.stop_index: int = 0
    def draw_from_data(
        self,
        data: np.ndarray,
        start: int = 0,
    ) -> QtGui.QPainterPath:
        """Draw OHLC datum graphics from a ``np.ndarray``.
        This routine is usually only called to draw the initial history.
        """
        hist, last = data[:-1], data[-1]
        self.path = gen_qpath(hist, start, self.w)
        # save graphics for later reference and keep track
        # of current internal "last index"
        # self.start_index = len(data)
        index = data['index']
        self._xrange = (index[0], index[-1])
        self._yrange = (
            np.nanmax(data['high']),
            np.nanmin(data['low']),
        )
        # up to last to avoid double draw of last bar
        self._last_bar_lines = lines_from_ohlc(last, self.w)
        # trigger render
        # https://doc.qt.io/qt-5/qgraphicsitem.html#update
        self.update()
        return self.path
    def update_from_array(
        self,
        array: np.ndarray,
        just_history=False,
    ) -> None:
        """Update the last datum's bar graphic from input data array.
        This routine should be interface compatible with
        ``pg.PlotCurveItem.setData()``. Normally this method in
        ``pyqtgraph`` seems to update all the data passed to the
        graphics object, and then update/rerender, but here we're
        assuming the prior graphics havent changed (OHLC history rarely
        does) so this "should" be simpler and faster.
        This routine should be made (transitively) as fast as possible.
        """
        # index = self.start_index
        istart, istop = self._xrange
        index = array['index']
        first_index, last_index = index[0], index[-1]
        # length = len(array)
        prepend_length = istart - first_index
        append_length = last_index - istop
        flip_cache = False
        # TODO: allow mapping only a range of lines thus
        # only drawing as many bars as exactly specified.
        if prepend_length:
            # new history was added and we need to render a new path
            new_bars = array[:prepend_length]
            prepend_path = gen_qpath(new_bars, 0, self.w)
            # XXX: SOMETHING IS MAYBE FISHY HERE what with the old_path
            # y value not matching the first value from
            # array[prepend_length + 1] ???
            # update path
            old_path = self.path
            self.path = prepend_path
            self.path.addPath(old_path)
            # trigger redraw despite caching
            self.prepareGeometryChange()
        if append_length:
            # generate new lines objects for updatable "current bar"
            self._last_bar_lines = lines_from_ohlc(array[-1], self.w)
            # generate new graphics to match provided array
            # path appending logic:
            # we need to get the previous "current bar(s)" for the time step
            # and convert it to a sub-path to append to the historical set
            # new_bars = array[istop - 1:istop + append_length - 1]
            new_bars = array[-append_length - 1:-1]
            append_path = gen_qpath(new_bars, 0, self.w)
            self.path.moveTo(float(istop - self.w), float(new_bars[0]['open']))
            self.path.addPath(append_path)
            # trigger redraw despite caching
            self.prepareGeometryChange()
            self.setCacheMode(QtGui.QGraphicsItem.NoCache)
            flip_cache = True
        self._xrange = first_index, last_index
        # last bar update
        i, o, h, l, last, v = array[-1][
            ['index', 'open', 'high', 'low', 'close', 'volume']
        ]
        # assert i == self.start_index - 1
        # assert i == last_index
        body, larm, rarm = self._last_bar_lines
        # XXX: is there a faster way to modify this?
        rarm.setLine(rarm.x1(), last, rarm.x2(), last)
        # writer is responsible for changing open on "first" volume of bar
        larm.setLine(larm.x1(), o, larm.x2(), o)
        if l != h:  # noqa
            if body is None:
                body = self._last_bar_lines[0] = QLineF(i, l, i, h)
            else:
                # update body
                body.setLine(i, l, i, h)
            # XXX: pretty sure this is causing an issue where the bar has
            # a large upward move right before the next sample and the body
            # is getting set to None since the next bar is flat but the shm
            # array index update wasn't read by the time this code runs. Iow
            # we're doing this removal of the body for a bar index that is
            # now out of date / from some previous sample. It's weird
            # though because i've seen it do this to bars i - 3 back?
        self.update()
        if flip_cache:
            self.setCacheMode(QtGui.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
        # TODO: Can we do rect caching to make this faster
        # like `pg.PlotCurveItem` does? In theory it's just
        # computing max/min stuff again like we do in the udpate loop
        # anyway. Not really sure it's necessary since profiling already
        # shows this method is faf.
        # boundingRect _must_ indicate the entire area that will be
        # drawn on or else we will get artifacts and possibly crashing.
        # (in this case, QPicture does all the work of computing the
        # bounding rect for us).
        # apparently this a lot faster says the docs?
        # https://doc.qt.io/qt-5/qpainterpath.html#controlPointRect
        hb = self.path.controlPointRect()
        hb_tl, hb_br = hb.topLeft(), hb.bottomRight()
        # need to include last bar height or BR will be off
        mx_y = hb_br.y()
        mn_y = hb_tl.y()
        body_line = self._last_bar_lines[0]
        if body_line:
            mx_y = max(mx_y, max(body_line.y1(), body_line.y2()))
            mn_y = min(mn_y, min(body_line.y1(), body_line.y2()))
        return QtCore.QRectF(
            # top left
            QPointF(
                hb_tl.x(),
                mn_y,
            ),
            # bottom right
            QPointF(
                hb_br.x() + 1,
                mx_y,
            )
        )
--- a/piker/ui/_icons.py
+++ b/piker/ui/_icons.py
@ -1,90 +0,0 @@
 # 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/>.
 '''
 ``QIcon`` hackery.
 '''
 from PyQt5.QtWidgets import QStyle
 from PyQt5.QtGui import (
    QIcon, QPixmap, QColor
 )
 from PyQt5.QtCore import QSize
 from ._style import hcolor
 # https://www.pythonguis.com/faq/built-in-qicons-pyqt/
 # account status icons taken from built-in set
 _icon_names: dict[str, str] = {
    # these two seem to work for our mask hack done below to
    # change the coloring.
    'long_pp': 'SP_TitleBarShadeButton',
    'short_pp': 'SP_TitleBarUnshadeButton',
    'ready': 'SP_MediaPlay',
 }
 _icons: dict[str, QIcon] = {}
 def mk_icons(
    style: QStyle,
    size: QSize,
 ) -> dict[str, QIcon]:
    '''This helper is indempotent.
    '''
    global _icons, _icon_names
    if _icons:
        return _icons
    _icons[None] = QIcon()  # the "null" icon
    # load account selection using current style
    for name, icon_name in _icon_names.items():
        stdpixmap = getattr(QStyle, icon_name)
        stdicon = style.standardIcon(stdpixmap)
        pixmap = stdicon.pixmap(size)
        # fill hack from SO to change icon color:
        # https://stackoverflow.com/a/38369468
        out_pixmap = QPixmap(size)
        out_pixmap.fill(QColor(hcolor('default_spotlight')))
        out_pixmap.setMask(pixmap.createHeuristicMask())
        # TODO: not idea why this doesn't work / looks like
        # trash.  Sure would be nice to just generate our own
        # pixmaps on the fly..
        # p = QPainter(out_pixmap)
        # p.setOpacity(1)
        # p.setBrush(QColor(hcolor('papas_special')))
        # p.setPen(QColor(hcolor('default_lightest')))
        # path = mk_marker_path(style='|<')
        # p.scale(6, 6)
        # # p.translate(0, 0)
        # p.drawPath(path)
        # p.save()
        # p.end()
        # del p
        # icon = QIcon(out_pixmap)
        icon = QIcon()
        icon.addPixmap(out_pixmap)
        _icons[name] = icon
    return _icons
--- a/piker/ui/_interaction.py
+++ b/piker/ui/_interaction.py
--- a/piker/ui/_l1.py
+++ b/piker/ui/_l1.py
@ -199,14 +199,7 @@ class LevelLabel(YAxisLabel):
        elif self._orient_v == 'top':
            lp, rp = rect.bottomLeft(), rect.bottomRight()
-        p.drawLine(
+        p.drawLine(lp.x(), lp.y(), rp.x(), rp.y())
            *map(int, [
                lp.x(),
                lp.y(),
                rp.x(),
                rp.y(),
            ])
        )
    def highlight(self, pen) -> None:
        self._pen = pen
--- a/piker/ui/_label.py
+++ b/piker/ui/_label.py
@ -19,50 +19,97 @@ Non-shitty labels that don't re-invent the wheel.
 """
 from inspect import isfunction
-from typing import Callable, Optional, Any
+from typing import Callable
 import pyqtgraph as pg
-from PyQt5 import QtGui, QtWidgets
+from PyQt5 import QtGui
-from PyQt5.QtWidgets import QLabel, QSizePolicy
+from PyQt5.QtCore import QPointF, QRectF
 from PyQt5.QtCore import QPointF, QRectF, Qt
 from ._style import (
    DpiAwareFont,
    hcolor,
    _font,
 )
-class Label:
+def vbr_left(label) -> Callable[..., float]:
-    '''
+    """Return a closure which gives the scene x-coordinate for the
-    A plain ol' "scene label" using an underlying ``QGraphicsTextItem``.
+    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:
    """
    After hacking for many days on multiple "label" systems inside
    ``pyqtgraph`` yet again we're left writing our own since it seems
-    all of those are over complicated, ad-hoc, transform-mangling,
+    all of those are over complicated, ad-hoc, pieces of garbage that
-    messes which can't accomplish the simplest things via their inputs
+    can't accomplish the simplest things, such as pinning to the left
-    (such as pinning to the left hand side of a view box).
+    hand side of a view box.
    Here we do the simple thing where the label uses callables to figure
    out the (x, y) coordinate "pin point": nice and simple.
    This type is another effort (see our graphics) to start making
    small, re-usable label components that can actually be used to build
    production grade UIs...
-    '''
+    """
    def __init__(
        self,
        view: pg.ViewBox,
        fmt_str: str,
-
+        color: str = 'bracket',
        color: str = 'default_light',
        x_offset: float = 0,
        font_size: str = 'small',
-        opacity: float = 1,
+        opacity: float = 0.666,
-        fields: dict = {},
+        fields: dict = {}
        parent: pg.GraphicsObject = None,
        update_on_range_change: bool = True,
    ) -> None:
@ -70,15 +117,9 @@ 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(parent=parent)
+        txt = self.txt = QtGui.QGraphicsTextItem()
        txt.setCacheMode(QtWidgets.QGraphicsItem.DeviceCoordinateCache)
        vb.scene().addItem(txt)
        # configure font size based on DPI
@ -87,10 +128,10 @@ class Label:
        )
        dpi_font.configure_to_dpi()
        txt.setFont(dpi_font.font)
        txt.setOpacity(opacity)
        # register viewbox callbacks
        if update_on_range_change:
        vb.sigRangeChanged.connect(self.on_sigrange_change)
        self._hcolor: str = ''
@ -102,14 +143,14 @@ class Label:
        self._anchor_func = self.txt.pos().x
        # not sure if this makes a diff
-        self.txt.setCacheMode(QtWidgets.QGraphicsItem.DeviceCoordinateCache)
+        self.txt.setCacheMode(QtGui.QGraphicsItem.DeviceCoordinateCache)
        # TODO: edit and selection support
        # https://doc.qt.io/qt-5/qt.html#TextInteractionFlag-enum
        # self.setTextInteractionFlags(QtGui.Qt.TextEditorInteraction)
    @property
-    def color(self) -> str:
+    def color(self):
        return self._hcolor
    @color.setter
@ -117,35 +158,13 @@ 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:
-        return self.update()
+        self.set_view_y(self._view_xy.y())
    @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()
@ -160,20 +179,18 @@ class Label:
        assert isinstance(func(), float)
        self._anchor_func = func
-    def set_view_pos(
+    def set_view_y(
        self,
        y: float,
        x: Optional[float] = None,
    ) -> None:
        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(x, y)
+        self._view_xy = QPointF(
            self.vb.mapToView(QPointF(scene_x, scene_x)).x(),
            y,
        )
        # map back to the outer UI-land "scene" coordinates
        s_xy = self.vb.mapFromView(self._view_xy)
@ -186,6 +203,9 @@ 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
@ -194,11 +214,7 @@ class Label:
    def fmt_str(self, fmt_str: str) -> None:
        self._fmt_str = fmt_str
-    def format(
+    def format(self, **fields: dict) -> str:
        self,
        **fields: dict
    ) -> str:
        out = {}
@ -206,10 +222,8 @@ 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
@ -225,66 +239,9 @@ class Label:
    def show(self) -> None:
        self.txt.show()
        self.txt.update()
    def hide(self) -> None:
        self.txt.hide()
    def delete(self) -> None:
        self.vb.scene().removeItem(self.txt)
 class FormatLabel(QLabel):
    '''
    Kinda similar to above but using the widget apis.
    '''
    def __init__(
        self,
        fmt_str: str,
        font: QtGui.QFont,
        font_size: int,
        font_color: str,
        parent=None,
    ) -> None:
        super().__init__(parent)
        # by default set the format string verbatim and expect user to
        # call ``.format()`` later (presumably they'll notice the
        # unformatted content if ``fmt_str`` isn't meant to be
        # unformatted).
        self.fmt_str = fmt_str
        self.setText(fmt_str)
        self.setStyleSheet(
            f"""QLabel {{
                color : {hcolor(font_color)};
                font-size : {font_size}px;
            }}
            """
        )
        self.setFont(_font.font)
        self.setTextFormat(Qt.MarkdownText)  # markdown
        self.setMargin(0)
        self.setSizePolicy(
            QSizePolicy.Expanding,
            QSizePolicy.Expanding,
        )
        self.setAlignment(
            Qt.AlignVCenter | Qt.AlignLeft
        )
        self.setText(self.fmt_str)
    def format(
        self,
        **fields: dict[str, Any],
    ) -> str:
        out = self.fmt_str.format(**fields)
        self.setText(out)
        return out
--- a/piker/ui/_ohlc.py
+++ b/piker/ui/_ohlc.py
@ -1,250 +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/>.
 """
 Super fast OHLC sampling graphics types.
 """
 from __future__ import annotations
 from typing import (
    Optional,
    TYPE_CHECKING,
 )
 import numpy as np
 import pyqtgraph as pg
 from PyQt5 import QtCore, QtGui, QtWidgets
 from PyQt5.QtCore import QLineF, QPointF
 from PyQt5.QtGui import QPainterPath
 from .._profile import pg_profile_enabled, ms_slower_then
 from ._style import hcolor
 from ..log import get_logger
 if TYPE_CHECKING:
    from ._chart import LinkedSplits
 log = get_logger(__name__)
 def bar_from_ohlc_row(
    row: np.ndarray,
    # 0.5 is no overlap between arms, 1.0 is full overlap
    w: float = 0.43
 ) -> tuple[QLineF]:
    '''
    Generate the minimal ``QLineF`` lines to construct a single
    OHLC "bar" for use in the "last datum" of a series.
    '''
    open, high, low, close, index = row[
        ['open', 'high', 'low', 'close', 'index']]
    # TODO: maybe consider using `QGraphicsLineItem` ??
    # gives us a ``.boundingRect()`` on the objects which may make
    # computing the composite bounding rect of the last bars + the
    # history path faster since it's done in C++:
    # https://doc.qt.io/qt-5/qgraphicslineitem.html
    # high -> low vertical (body) line
    if low != high:
        hl = QLineF(index, low, index, high)
    else:
        # XXX: if we don't do it renders a weird rectangle?
        # see below for filtering this later...
        hl = None
    # NOTE: place the x-coord start as "middle" of the drawing range such
    # that the open arm line-graphic is at the left-most-side of
    # the index's range according to the view mapping coordinates.
    # open line
    o = QLineF(index - w, open, index, open)
    # close line
    c = QLineF(index, close, index + w, close)
    return [hl, o, c]
 class BarItems(pg.GraphicsObject):
    '''
    "Price range" bars graphics rendered from a OHLC sampled sequence.
    '''
    def __init__(
        self,
        linked: LinkedSplits,
        plotitem: 'pg.PlotItem',  # noqa
        pen_color: str = 'bracket',
        last_bar_color: str = 'bracket',
        name: Optional[str] = None,
    ) -> None:
        super().__init__()
        self.linked = linked
        # XXX: for the mega-lulz increasing width here increases draw
        # latency...  so probably don't do it until we figure that out.
        self._color = pen_color
        self.bars_pen = pg.mkPen(hcolor(pen_color), width=1)
        self.last_bar_pen = pg.mkPen(hcolor(last_bar_color), width=2)
        self._name = name
        self.setCacheMode(QtWidgets.QGraphicsItem.DeviceCoordinateCache)
        self.path = QPainterPath()
        self._last_bar_lines: Optional[tuple[QLineF, ...]] = None
    def x_uppx(self) -> int:
        # we expect the downsample curve report this.
        return 0
    def boundingRect(self):
        # Qt docs: https://doc.qt.io/qt-5/qgraphicsitem.html#boundingRect
        # TODO: Can we do rect caching to make this faster
        # like `pg.PlotCurveItem` does? In theory it's just
        # computing max/min stuff again like we do in the udpate loop
        # anyway. Not really sure it's necessary since profiling already
        # shows this method is faf.
        # boundingRect _must_ indicate the entire area that will be
        # drawn on or else we will get artifacts and possibly crashing.
        # (in this case, QPicture does all the work of computing the
        # bounding rect for us).
        # apparently this a lot faster says the docs?
        # https://doc.qt.io/qt-5/qpainterpath.html#controlPointRect
        hb = self.path.controlPointRect()
        hb_tl, hb_br = (
            hb.topLeft(),
            hb.bottomRight(),
        )
        # need to include last bar height or BR will be off
        mx_y = hb_br.y()
        mn_y = hb_tl.y()
        last_lines = self._last_bar_lines
        if last_lines:
            body_line = self._last_bar_lines[0]
            if body_line:
                mx_y = max(mx_y, max(body_line.y1(), body_line.y2()))
                mn_y = min(mn_y, min(body_line.y1(), body_line.y2()))
        return QtCore.QRectF(
            # top left
            QPointF(
                hb_tl.x(),
                mn_y,
            ),
            # bottom right
            QPointF(
                hb_br.x() + 1,
                mx_y,
            )
        )
    def paint(
        self,
        p: QtGui.QPainter,
        opt: QtWidgets.QStyleOptionGraphicsItem,
        w: QtWidgets.QWidget
    ) -> None:
        profiler = pg.debug.Profiler(
            disabled=not pg_profile_enabled(),
            ms_threshold=ms_slower_then,
        )
        # 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)
        if self._last_bar_lines:
            p.drawLines(*tuple(filter(bool, self._last_bar_lines)))
            profiler('draw last bar')
        p.setPen(self.bars_pen)
        p.drawPath(self.path)
        profiler(f'draw history path: {self.path.capacity()}')
    def draw_last_datum(
        self,
        path: QPainterPath,
        src_data: np.ndarray,
        render_data: np.ndarray,
        reset: bool,
        array_key: str,
        fields: list[str] = [
            'index',
            'open',
            'high',
            'low',
            'close',
        ],
    ) -> None:
        # relevant fields
        ohlc = src_data[fields]
        last_row = ohlc[-1:]
        # individual values
        last_row = i, o, h, l, last = ohlc[-1]
        # generate new lines objects for updatable "current bar"
        self._last_bar_lines = bar_from_ohlc_row(last_row)
        # assert i == graphics.start_index - 1
        # assert i == last_index
        body, larm, rarm = self._last_bar_lines
        # XXX: is there a faster way to modify this?
        rarm.setLine(rarm.x1(), last, rarm.x2(), last)
        # writer is responsible for changing open on "first" volume of bar
        larm.setLine(larm.x1(), o, larm.x2(), o)
        if l != h:  # noqa
            if body is None:
                body = self._last_bar_lines[0] = QLineF(i, l, i, h)
            else:
                # update body
                body.setLine(i, l, i, h)
            # XXX: pretty sure this is causing an issue where the
            # bar has a large upward move right before the next
            # sample and the body is getting set to None since the
            # next bar is flat but the shm array index update wasn't
            # read by the time this code runs. Iow we're doing this
            # removal of the body for a bar index that is now out of
            # date / from some previous sample. It's weird though
            # because i've seen it do this to bars i - 3 back?
        return ohlc['index'], ohlc['close']
--- a/piker/ui/_orm.py
+++ b/piker/ui/_orm.py
@ -1,129 +0,0 @@
 # 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,
    Edit,
 )
 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 = Edit
 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)
--- a/piker/ui/_overlay.py
+++ b/piker/ui/_overlay.py
@ -1,648 +0,0 @@
 # 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/>.
 '''
 Charting overlay helpers.
 '''
 from typing import Callable, Optional
 from pyqtgraph.Qt.QtCore import (
    # QObject,
    # Signal,
    Qt,
    # QEvent,
 )
 from pyqtgraph.graphicsItems.AxisItem import AxisItem
 from pyqtgraph.graphicsItems.ViewBox import ViewBox
 from pyqtgraph.graphicsItems.GraphicsWidget import GraphicsWidget
 from pyqtgraph.graphicsItems.PlotItem.PlotItem import PlotItem
 from pyqtgraph.Qt.QtCore import QObject, Signal, QEvent
 from pyqtgraph.Qt.QtWidgets import QGraphicsGridLayout, QGraphicsLinearLayout
 from ._interaction import ChartView
 __all__ = ["PlotItemOverlay"]
 # Define the layout "position" indices as to be passed
 # to a ``QtWidgets.QGraphicsGridlayout.addItem()`` call:
 # https://doc.qt.io/qt-5/qgraphicsgridlayout.html#addItem
 # This was pulled from the internals of ``PlotItem.setAxisItem()``.
 _axes_layout_indices: dict[str] = {
    # row incremented axes
    'top': (1, 1),
    'bottom': (3, 1),
    # view is @ (2, 1)
    # column incremented axes
    'left': (2, 0),
    'right': (2, 2),
 }
 # NOTE: To clarify this indexing, ``PlotItem.__init__()`` makes a grid
 # with dimensions 4x3 and puts the ``ViewBox`` at postiion (2, 1) (aka
 # row=2, col=1) in the grid layout since row (0, 1) is reserved for
 # a title label and row 1 is for any potential "top" axis. Column 1
 # is the "middle" (since 3 columns) and is where the plot/vb is placed.
 class ComposedGridLayout:
    '''
    List-like interface to managing a sequence of overlayed
    ``PlotItem``s in the form:
    |    |     |    |    | top0     |    |    |     |    |
    |    |     |    |    | top1     |    |    |     |    |
    |    |     |    |    | ...      |    |    |     |    |
    |    |     |    |    | topN     |    |    |     |    |
    | lN | ... | l1 | l0 | ViewBox  | r0 | r1 | ... | rN |
    |    |     |    |    | bottom0  |    |    |     |    |
    |    |     |    |    | bottom1  |    |    |     |    |
    |    |     |    |    | ...      |    |    |     |    |
    |    |     |    |    | bottomN  |    |    |     |    |
    Where the index ``i`` in the sequence specifies the index
    ``<axis_name>i`` in the layout.
    The ``item: PlotItem`` passed to the constructor's grid layout is
    used verbatim as the "main plot" who's view box is give precedence
    for input handling. The main plot's axes are removed from it's
    layout and placed in the surrounding exterior layouts to allow for
    re-ordering if desired.
    '''
    def __init__(
        self,
        item: PlotItem,
        grid: QGraphicsGridLayout,
        reverse: bool = False,  # insert items to the "center"
    ) -> None:
        self.items: list[PlotItem] = []
        # self.grid = grid
        self.reverse = reverse
        # TODO: use a ``bidict`` here?
        self._pi2axes: dict[
            int,
            dict[str, AxisItem],
        ] = {}
        # TODO: better name?
        # construct surrounding layouts for placing outer axes and
        # their legends and title labels.
        self.sides: dict[
            str,
            tuple[QGraphicsLinearLayout, list[AxisItem]]
        ] = {}
        for name, pos in _axes_layout_indices.items():
            layout = QGraphicsLinearLayout()
            self.sides[name] = (layout, [])
            layout.setContentsMargins(0, 0, 0, 0)
            layout.setSpacing(0)
            if name in ('top', 'bottom'):
                orient = Qt.Vertical
            elif name in ('left', 'right'):
                orient = Qt.Horizontal
            layout.setOrientation(orient)
        self.insert(0, item)
        # insert surrounding linear layouts into the parent pi's layout
        # such that additional axes can be appended arbitrarily without
        # having to expand or resize the parent's grid layout.
        for name, (linlayout, axes) in self.sides.items():
            # TODO: do we need this?
            # axis should have been removed during insert above
            index = _axes_layout_indices[name]
            axis = item.layout.itemAt(*index)
            if axis and axis.isVisible():
                assert linlayout.itemAt(0) is axis
            # item.layout.removeItem(axis)
            item.layout.addItem(linlayout, *index)
            layout = item.layout.itemAt(*index)
            assert layout is linlayout
    def _register_item(
        self,
        index: int,
        plotitem: PlotItem,
    ) -> None:
        for name, axis_info in plotitem.axes.items():
            axis = axis_info['item']
            # register this plot's (maybe re-placed) axes for lookup.
            # print(f'inserting {name}:{axis} to index {index}')
            self._pi2axes.setdefault(name, {})[index] = axis
        # enter plot into list for index tracking
        self.items.insert(index, plotitem)
    def insert(
        self,
        index: int,
        plotitem: PlotItem,
    ) -> (int, int):
        '''
        Place item at index by inserting all axes into the grid
        at list-order appropriate position.
        '''
        if index < 0:
            raise ValueError('`insert()` only supports an index >= 0')
        # add plot's axes in sequence to the embedded linear layouts
        # for each "side" thus avoiding graphics collisions.
        for name, axis_info in plotitem.axes.copy().items():
            linlayout, axes = self.sides[name]
            axis = axis_info['item']
            if axis in axes:
                # TODO: re-order using ``.pop()`` ?
                ValueError(f'{axis} is already in {name} layout!?')
            # linking sanity
            axis_view = axis.linkedView()
            assert axis_view is plotitem.vb
            if (
                not axis.isVisible()
                # XXX: we never skip moving the axes for the *first*
                # plotitem inserted (even if not shown) since we need to
                # move all the hidden axes into linear sub-layouts for
                # that "central" plot in the overlay. Also if we don't
                # do it there's weird geomoetry calc offsets that make
                # view coords slightly off somehow .. smh
                and not len(self.items) == 0
            ):
                continue
            # XXX: Remove old axis? No, turns out we don't need this?
            # DON'T unlink it since we the original ``ViewBox``
            # to still drive it B)
            # popped = plotitem.removeAxis(name, unlink=False)
            # assert axis is popped
            # invert insert index for layouts which are
            # not-left-to-right, top-to-bottom insert oriented
            insert_index = index
            if name in ('top', 'left'):
                insert_index = min(len(axes) - index, 0)
                assert insert_index >= 0
            linlayout.insertItem(insert_index, axis)
            axes.insert(index, axis)
        self._register_item(index, plotitem)
        return index
    def append(
        self,
        item: PlotItem,
    ) -> (int, int):
        '''
        Append item's axes at indexes which put its axes "outside"
        previously overlayed entries.
        '''
        # for left and bottom axes we have to first remove
        # items and re-insert to maintain a list-order.
        return self.insert(len(self.items), item)
    def get_axis(
        self,
        plot: PlotItem,
        name: str,
    ) -> Optional[AxisItem]:
        '''
        Retrieve the named axis for overlayed ``plot`` or ``None``
        if axis for that name is not shown.
        '''
        index = self.items.index(plot)
        named = self._pi2axes[name]
        return named.get(index)
    def pop(
        self,
        item: PlotItem,
    ) -> PlotItem:
        '''
        Remove item and restack all axes in list-order.
        '''
        raise NotImplementedError
 # Unimplemented features TODO:
 # - 'A' (autobtn) should relay to all views
 # - context menu single handler + relay?
 # - layout unwind and re-pack for 'left' and 'top' axes
 # - add labels to layout if detected in source ``PlotItem``
 # UX nice-to-have TODO:
 # - optional "focussed" view box support for view boxes
 #   that have custom input handlers (eg. you might want to
 #   scale the view to some "focussed" data view and have overlayed
 #   viewboxes only respond to relayed events.)
 # - figure out how to deal with menu raise events for multi-viewboxes.
 #   (we might want to add a different menu which specs the name of the
 #   view box currently being handled?
 # - allow selection of a particular view box by interacting with its
 #   axis?
 # TODO: we might want to enabled some kind of manual flag to disable
 # this method wrapping during type creation? As example a user could
 # definitively decide **not** to enable broadcasting support by
 # setting something like ``ViewBox.disable_relays = True``?
 def mk_relay_method(
    signame: str,
    slot: Callable[
        [ViewBox,
         'QEvent',
         Optional[AxisItem]],
        None,
    ],
 ) -> Callable[
    [
        ViewBox,
        # lol, there isn't really a generic type thanks
        # to the rewrite of Qt's event system XD
        'QEvent',
        'Optional[AxisItem]',
        'Optional[ViewBox]',  # the ``relayed_from`` arg we provide
    ],
    None,
 ]:
    def maybe_broadcast(
        vb: 'ViewBox',
        ev: 'QEvent',
        axis: 'Optional[int]' = None,
        relayed_from: 'ViewBox' = None,
    ) -> None:
        '''
        (soon to be) Decorator which makes an event handler
        "broadcastable" to overlayed ``GraphicsWidget``s.
        Adds relay signals based on the decorated handler's name
        and conducts a signal broadcast of the relay signal if there
        are consumers registered.
        '''
        # When no relay source has been set just bypass all
        # the broadcast machinery.
        if vb.event_relay_source is None:
            ev.accept()
            return slot(
                vb,
                ev,
                axis=axis,
            )
        if relayed_from:
            assert axis is None
            # this is a relayed event and should be ignored (so it does not
            # halt/short circuit the graphicscene loop). Further the
            # surrounding handler for this signal must be allowed to execute
            # and get processed by **this consumer**.
            # print(f'{vb.name} rx relayed from {relayed_from.name}')
            ev.ignore()
            return slot(
                vb,
                ev,
                axis=axis,
            )
        if axis is not None:
            # print(f'{vb.name} handling axis event:\n{str(ev)}')
            ev.accept()
            return slot(
                vb,
                ev,
                axis=axis,
            )
        elif (
            relayed_from is None
            and vb.event_relay_source is vb  # we are the broadcaster
            and axis is None
        ):
            # Broadcast case: this is a source event which will be
            # relayed to attached consumers and accepted after all
            # consumers complete their own handling followed by this
            # routine's processing. Sequence is,
            # - pre-relay to all consumers *first* - ``.emit()`` blocks
            #   until all downstream relay handlers have run.
            # - run the source handler for **this** event and accept
            #   the event
            # Access the "bound signal" that is created
            # on the widget type as part of instantiation.
            signal = getattr(vb, signame)
            # print(f'{vb.name} emitting {signame}')
            # TODO/NOTE: we could also just bypass a "relay" signal
            # entirely and instead call the handlers manually in
            # a loop? This probably is a lot simpler and also doesn't
            # have any downside, and allows not touching target widget
            # internals.
            signal.emit(
                ev,
                axis,
                # passing this demarks a broadcasted/relayed event
                vb,
            )
            # accept event so no more relays are fired.
            ev.accept()
            # call underlying wrapped method with an extra
            # ``relayed_from`` value to denote that this is a relayed
            # event handling case.
            return slot(
                vb,
                ev,
                axis=axis,
            )
    return maybe_broadcast
 # XXX: :( can't define signals **after** class compile time
 # so this is not really useful.
 # def mk_relay_signal(
 #     func,
 #     name: str = None,
 # ) -> Signal:
 #     (
 #         args,
 #         varargs,
 #         varkw,
 #         defaults,
 #         kwonlyargs,
 #         kwonlydefaults,
 #         annotations
 #     ) = inspect.getfullargspec(func)
 #     # XXX: generate a relay signal with 1 extra
 #     # argument for a ``relayed_from`` kwarg. Since
 #     # ``'self'`` is already ignored by signals we just need
 #     # to count the arguments since we're adding only 1 (and
 #     # ``args`` will capture that).
 #     numargs = len(args + list(defaults))
 #     signal = Signal(*tuple(numargs * [object]))
 #     signame = name or func.__name__ + 'Relay'
 #     return signame, signal
 def enable_relays(
    widget: GraphicsWidget,
    handler_names: list[str],
 ) -> list[Signal]:
    '''
    Method override helper which enables relay of a particular
    ``Signal`` from some chosen broadcaster widget to a set of
    consumer widgets which should operate their event handlers normally
    but instead of signals "relayed" from the broadcaster.
    Mostly useful for overlaying widgets that handle user input
    that you want to overlay graphically. The target ``widget`` type must
    define ``QtCore.Signal``s each with a `'Relay'` suffix for each
    name provided in ``handler_names: list[str]``.
    '''
    signals = []
    for name in handler_names:
        handler = getattr(widget, name)
        signame = name + 'Relay'
        # ensure the target widget defines a relay signal
        relay = getattr(widget, signame)
        widget.relays[signame] = name
        signals.append(relay)
        method = mk_relay_method(signame, handler)
        setattr(widget, name, method)
    return signals
 enable_relays(
    ChartView,
    ['wheelEvent', 'mouseDragEvent']
 )
 class PlotItemOverlay:
    '''
    A composite for managing overlaid ``PlotItem`` instances such that
    you can make multiple graphics appear on the same graph with
    separate (non-colliding) axes apply ``ViewBox`` signal broadcasting
    such that all overlaid items respond to input simultaneously.
    '''
    def __init__(
        self,
        root_plotitem: PlotItem
    ) -> None:
        self.root_plotitem: PlotItem = root_plotitem
        vb = root_plotitem.vb
        vb.event_relay_source = vb  # TODO: maybe change name?
        vb.setZValue(1000)  # XXX: critical for scene layering/relaying
        self.overlays: list[PlotItem] = []
        self.layout = ComposedGridLayout(
            root_plotitem,
            root_plotitem.layout,
        )
        self._relays: dict[str, Signal] = {}
    def add_plotitem(
        self,
        plotitem: PlotItem,
        index: Optional[int] = None,
        # TODO: we could also put the ``ViewBox.XAxis``
        # style enum here?
        # (0,),  # link x
        # (1,),  # link y
        # (0, 1),  # link both
        link_axes: tuple[int] = (),
    ) -> None:
        index = index or len(self.overlays)
        root = self.root_plotitem
        # layout: QGraphicsGridLayout = root.layout
        self.overlays.insert(index, plotitem)
        vb: ViewBox = plotitem.vb
        # mark this consumer overlay as ready to expect relayed events
        # from the root plotitem.
        vb.event_relay_source = root.vb
        # TODO: some sane way to allow menu event broadcast XD
        # vb.setMenuEnabled(False)
        # TODO: inside the `maybe_broadcast()` (soon to be) decorator
        # we need have checks that consumers have been attached to
        # these relay signals.
        if link_axes != (0, 1):
            # wire up relay signals
            for relay_signal_name, handler_name in vb.relays.items():
                # print(handler_name)
                # XXX: Signal class attrs are bound after instantiation
                # of the defining type, so we need to access that bound
                # version here.
                signal = getattr(root.vb, relay_signal_name)
                handler = getattr(vb, handler_name)
                signal.connect(handler)
        # link dim-axes to root if requested by user.
        # TODO: solve more-then-wanted scaled panning on click drag
        # which seems to be due to broadcast. So we probably need to
        # disable broadcast when axes are linked in a particular
        # dimension?
        for dim in link_axes:
            # link x and y axes to new view box such that the top level
            # viewbox propagates to the root (and whatever other
            # plotitem overlays that have been added).
            vb.linkView(dim, root.vb)
        # make overlaid viewbox impossible to focus since the top
        # level should handle all input and relay to overlays.
        # NOTE: this was solved with the `setZValue()` above!
        # TODO: we will probably want to add a "focus" api such that
        # a new "top level" ``PlotItem`` can be selected dynamically
        # (and presumably the axes dynamically sorted to match).
        vb.setFlag(
            vb.GraphicsItemFlag.ItemIsFocusable,
            False
        )
        vb.setFocusPolicy(Qt.NoFocus)
        # append-compose into the layout all axes from this plot
        self.layout.insert(index, plotitem)
        plotitem.setGeometry(root.vb.sceneBoundingRect())
        def size_to_viewbox(vb: 'ViewBox'):
            plotitem.setGeometry(vb.sceneBoundingRect())
        root.vb.sigResized.connect(size_to_viewbox)
        # ensure the overlayed view is redrawn on each cycle
        root.scene().sigPrepareForPaint.connect(vb.prepareForPaint)
        # focus state sanity
        vb.clearFocus()
        assert not vb.focusWidget()
        root.vb.setFocus()
        assert root.vb.focusWidget()
    # XXX: do we need this? Why would you build then destroy?
    def remove_plotitem(self, plotItem: PlotItem) -> None:
        '''
        Remove this ``PlotItem`` from the overlayed set making not shown
        and unable to accept input.
        '''
        ...
    # TODO: i think this would be super hot B)
    def focus_item(self, plotitem: PlotItem) -> PlotItem:
        '''
        Apply focus to a contained PlotItem thus making it the "top level"
        item in the overlay able to accept peripheral's input from the user
        and responsible for zoom and panning control via its ``ViewBox``.
        '''
        ...
    def get_axis(
        self,
        plot: PlotItem,
        name: str,
    ) -> AxisItem:
        '''
        Retrieve the named axis for overlayed ``plot``.
        '''
        return self.layout.get_axis(plot, name)
    def get_axes(
        self,
        name: str,
    ) -> list[AxisItem]:
        '''
        Retrieve all axes for all plots with ``name: str``.
        If a particular overlay doesn't have a displayed named axis
        then it is not delivered in the returned ``list``.
        '''
        axes = []
        for plot in self.overlays:
            axis = self.layout.get_axis(plot, name)
            if axis:
                axes.append(axis)
        return axes
    # TODO: i guess we need this if you want to detach existing plots
    # dynamically? XXX: untested as of now.
    def _disconnect_all(
        self,
        plotitem: PlotItem,
    ) -> list[Signal]:
        '''
        Disconnects all signals related to this widget for the given chart.
        '''
        disconnected = []
        for pi, sig in self._relays.items():
            QObject.disconnect(sig)
            disconnected.append(sig)
        return disconnected
--- a/piker/ui/_pathops.py
+++ b/piker/ui/_pathops.py
@ -1,236 +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/>.
 """
 Super fast ``QPainterPath`` generation related operator routines.
 """
 from __future__ import annotations
 from typing import (
    # Optional,
    TYPE_CHECKING,
 )
 import numpy as np
 from numpy.lib import recfunctions as rfn
 from numba import njit, float64, int64  # , optional
 # import pyqtgraph as pg
 from PyQt5 import QtGui
 # from PyQt5.QtCore import QLineF, QPointF
 from ..data._sharedmem import (
    ShmArray,
 )
 # from .._profile import pg_profile_enabled, ms_slower_then
 from ._compression import (
    ds_m4,
 )
 if TYPE_CHECKING:
    from ._flows import Renderer
 def xy_downsample(
    x,
    y,
    uppx,
    x_spacer: float = 0.5,
 ) -> tuple[np.ndarray, np.ndarray]:
    # downsample whenever more then 1 pixels per datum can be shown.
    # always refresh data bounds until we get diffing
    # working properly, see above..
    bins, x, y = ds_m4(
        x,
        y,
        uppx,
    )
    # flatten output to 1d arrays suitable for path-graphics generation.
    x = np.broadcast_to(x[:, None], y.shape)
    x = (x + np.array(
        [-x_spacer, 0, 0, x_spacer]
    )).flatten()
    y = y.flatten()
    return x, y
@njit(
    # TODO: for now need to construct this manually for readonly arrays, see
    # https://github.com/numba/numba/issues/4511
    # ntypes.tuple((float64[:], float64[:], float64[:]))(
    #     numba_ohlc_dtype[::1],  # contiguous
    #     int64,
    #     optional(float64),
    # ),
    nogil=True
 )
 def path_arrays_from_ohlc(
    data: np.ndarray,
    start: int64,
    bar_gap: float64 = 0.43,
 ) -> np.ndarray:
    '''
    Generate an array of lines objects from input ohlc data.
    '''
    size = int(data.shape[0] * 6)
    x = np.zeros(
        # data,
        shape=size,
        dtype=float64,
    )
    y, c = x.copy(), x.copy()
    # TODO: report bug for assert @
    # /home/goodboy/repos/piker/env/lib/python3.8/site-packages/numba/core/typing/builtins.py:991
    for i, q in enumerate(data[start:], start):
        # TODO: ask numba why this doesn't work..
        # open, high, low, close, index = q[
        #     ['open', 'high', 'low', 'close', 'index']]
        open = q['open']
        high = q['high']
        low = q['low']
        close = q['close']
        index = float64(q['index'])
        istart = i * 6
        istop = istart + 6
        # x,y detail the 6 points which connect all vertexes of a ohlc bar
        x[istart:istop] = (
            index - bar_gap,
            index,
            index,
            index,
            index,
            index + bar_gap,
        )
        y[istart:istop] = (
            open,
            open,
            low,
            high,
            close,
            close,
        )
        # 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] = (1, 1, 1, 1, 1, 0)
    return x, y, c
 def gen_ohlc_qpath(
    r: Renderer,
    data: np.ndarray,
    array_key: str,  # we ignore this
    vr: tuple[int, int],
    start: int = 0,  # XXX: do we need this?
    # 0.5 is no overlap between arms, 1.0 is full overlap
    w: float = 0.43,
 ) -> QtGui.QPainterPath:
    '''
    More or less direct proxy to ``path_arrays_from_ohlc()``
    but with closed in kwargs for line spacing.
    '''
    x, y, c = path_arrays_from_ohlc(
        data,
        start,
        bar_gap=w,
    )
    return x, y, c
 def ohlc_to_line(
    ohlc_shm: ShmArray,
    data_field: str,
    fields: list[str] = ['open', 'high', 'low', 'close']
 ) -> tuple[
    np.ndarray,
    np.ndarray,
 ]:
    '''
    Convert an input struct-array holding OHLC samples into a pair of
    flattened x, y arrays with the same size (datums wise) as the source
    data.
    '''
    y_out = ohlc_shm.ustruct(fields)
    first = ohlc_shm._first.value
    last = ohlc_shm._last.value
    # write pushed data to flattened copy
    y_out[first:last] = rfn.structured_to_unstructured(
        ohlc_shm.array[fields]
    )
    # generate an flat-interpolated x-domain
    x_out = (
        np.broadcast_to(
            ohlc_shm._array['index'][:, None],
            (
                ohlc_shm._array.size,
                # 4,  # only ohlc
                y_out.shape[1],
            ),
        ) + np.array([-0.5, 0, 0, 0.5])
    )
    assert y_out.any()
    return (
        x_out,
        y_out,
    )
 def to_step_format(
    shm: ShmArray,
    data_field: str,
    index_field: str = 'index',
 ) -> tuple[int, np.ndarray, np.ndarray]:
    '''
    Convert an input 1d shm array to a "step array" format
    for use by path graphics generation.
    '''
    i = shm._array['index'].copy()
    out = shm._array[data_field].copy()
    x_out = np.broadcast_to(
        i[:, None],
        (i.size, 2),
    ) + np.array([-0.5, 0.5])
    y_out = np.empty((len(out), 2), dtype=out.dtype)
    y_out[:] = out[:, np.newaxis]
    # start y at origin level
    y_out[0, 0] = 0
    return x_out, y_out
--- a/piker/ui/_position.py
+++ b/piker/ui/_position.py
@ -1,696 +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/>.
 """
 Position info and display
 """
 from __future__ import annotations
 from dataclasses import dataclass
 from functools import partial
 from math import floor, copysign
 from typing import Optional
 # from PyQt5.QtWidgets import QStyle
 # from PyQt5.QtGui import (
 #     QIcon, QPixmap, QColor
 # )
 from pyqtgraph import functions as fn
 from ._annotate import LevelMarker
 from ._anchors import (
    pp_tight_and_right,  # wanna keep it straight in the long run
    gpath_pin,
 )
 from ..calc import humanize, pnl, puterize
 from ..clearing._allocate import Allocator, Position
 from ..data._normalize import iterticks
 from ..data.feed import Feed
 from ._label import Label
 from ._lines import LevelLine, order_line
 from ._style import _font
 from ._forms import FieldsForm, FillStatusBar, QLabel
 from ..log import get_logger
 log = get_logger(__name__)
 _pnl_tasks: dict[str, bool] = {}
 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.
    ``ValueError`` if this task is spawned where there is a net-zero pp.
    '''
    global _pnl_tasks
    pp = order_mode.current_pp
    live = pp.live_pp
    key = live.symbol.key
    log.info(f'Starting pnl display for {pp.alloc.account}')
    if live.size < 0:
        types = ('ask', 'last', 'last', 'dark_trade')
    elif live.size > 0:
        types = ('bid', 'last', 'last', 'dark_trade')
    else:
        log.info(f'No position (yet) for {tracker.alloc.account}@{key}')
        return
    # real-time update pnl on the status pane
    try:
        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():
                    for tick in iterticks(quote, types):
                        # print(f'{1/period} Hz')
                        size = order_mode.current_pp.live_pp.size
                        if size == 0:
                            # terminate this update task since we're
                            # no longer in a pp
                            order_mode.pane.pnl_label.format(pnl=0)
                            return
                        else:
                            # compute and display pnl status
                            order_mode.pane.pnl_label.format(
                                pnl=copysign(1, size) * pnl(
                                    # live.avg_price,
                                    order_mode.current_pp.live_pp.avg_price,
                                    tick['price'],
                                ),
                            )
                        # last_tick = time.time()
    finally:
        assert _pnl_tasks[key]
        assert _pnl_tasks.pop(key)
@dataclass
 class SettingsPane:
    '''
    Composite set of widgets plus an allocator model for configuring
    order entry sizes and position limits per tradable instrument.
    '''
    # input fields
    form: FieldsForm
    # output fill status and labels
    fill_bar: FillStatusBar
    step_label: QLabel
    pnl_label: QLabel
    limit_label: QLabel
    # encompasing high level namespace
    order_mode: Optional['OrderMode'] = None  # typing: ignore # noqa
    def set_accounts(
        self,
        names: list[str],
        sizes: Optional[list[float]] = None,
    ) -> None:
        combo = self.form.fields['account']
        return combo.set_items(names)
    def on_selection_change(
        self,
        text: str,
        key: str,
    ) -> None:
        '''
        Called on any order pane drop down selection change.
        '''
        log.info(f'selection input {key}:{text}')
        self.on_ui_settings_change(key, text)
    def on_ui_settings_change(
        self,
        key: str,
        value: str,
    ) -> bool:
        '''
        Called on any order pane edit field value change.
        '''
        mode = self.order_mode
        # an account switch request
        if key == 'account':
            # hide details on the old selection
            old_tracker = mode.current_pp
            old_tracker.hide_info()
            # re-assign the order mode tracker
            account_name = value
            tracker = mode.trackers.get(account_name)
            # if selection can't be found (likely never discovered with
            # a ``brokerd`) then error and switch back to the last
            # selection.
            if tracker is None:
                sym = old_tracker.chart.linked.symbol.key
                log.error(
                    f'Account `{account_name}` can not be set for {sym}'
                )
                self.form.fields['account'].setCurrentText(
                    old_tracker.alloc.account)
                return
            self.order_mode.current_pp = tracker
            assert tracker.alloc.account == account_name
            self.form.fields['account'].setCurrentText(account_name)
            tracker.show()
            tracker.hide_info()
            self.display_pnl(tracker)
            # load the new account's allocator
            alloc = tracker.alloc
        else:
            tracker = mode.current_pp
            alloc = tracker.alloc
        size_unit = alloc.size_unit
        # WRITE any settings to current pp's allocator
        try:
            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:
                value = puterize(value)
                if key == 'limit':
                    pp = mode.current_pp.live_pp
                    if size_unit == 'currency':
                        dsize = pp.dsize
                        if dsize > value:
                            log.error(
                                f'limit must > then current pp: {dsize}'
                            )
                            raise ValueError
                        alloc.currency_limit = value
                    else:
                        size = pp.size
                        if size > value:
                            log.error(
                                f'limit must > then current pp: {size}'
                            )
                            raise ValueError
                        alloc.units_limit = value
                elif key == 'slots':
                    if value <= 0:
                        raise ValueError('slots must be > 0')
                    alloc.slots = int(value)
                else:
                    log.error(f'Unknown setting {key}')
                    raise ValueError
            log.info(f'settings change: {key}: {value}')
        except ValueError:
            log.error(f'Invalid value for `{key}`: {value}')
        # READ out settings and update the status UI / settings widgets
        suffix = {'currency': ' $', 'units': ' u'}[size_unit]
        limit = alloc.limit()
        # TODO: a reverse look up from the position to the equivalent
        # account(s), if none then look to user config for default?
        self.update_status_ui(pp=tracker)
        step_size, currency_per_slot = alloc.step_sizes()
        if size_unit == 'currency':
            step_size = currency_per_slot
        self.step_label.format(
            step_size=str(humanize(step_size)) + suffix
        )
        self.limit_label.format(
            limit=str(humanize(limit)) + suffix
        )
        # update size unit in UI
        self.form.fields['size_unit'].setCurrentText(
            alloc._size_units[alloc.size_unit]
        )
        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?
        return True
    def update_status_ui(
        self,
        pp: PositionTracker,
    ) -> None:
        alloc = pp.alloc
        slots = alloc.slots
        used = alloc.slots_used(pp.live_pp)
        # calculate proportion of position size limit
        # that exists and display in fill bar
        # TODO: what should we do for fractional slot pps?
        self.fill_bar.set_slots(
            slots,
            # TODO: how to show "partial" slots?
            # min(round(prop * slots), slots)
            min(used, slots)
        )
        self.update_account_icons({alloc.account: pp.live_pp})
    def update_account_icons(
        self,
        pps: dict[str, Position],
    ) -> None:
        form = self.form
        accounts = form.fields['account']
        for account_name, pp in pps.items():
            icon_name = None
            if pp.size > 0:
                icon_name = 'long_pp'
            elif pp.size < 0:
                icon_name = 'short_pp'
            accounts.set_icon(account_name, icon_name)
    def display_pnl(
        self,
        tracker: PositionTracker,
    ) -> None:
        '''Display the PnL for the current symbol and personal positioning (pp).
        If a position is open start a background task which will
        real-time update the pnl label in the settings pane.
        '''
        mode = self.order_mode
        sym = mode.chart.linked.symbol
        size = tracker.live_pp.size
        feed = mode.quote_feed
        pnl_value = 0
        if size:
            # last historical close price
            last = feed.shm.array[-1][['close']][0]
            pnl_value = copysign(1, size) * pnl(
                tracker.live_pp.avg_price,
                last,
            )
            # maybe start update task
            global _pnl_tasks
            if sym.key not in _pnl_tasks:
                _pnl_tasks[sym.key] = True
                self.order_mode.nursery.start_soon(
                    update_pnl_from_feed,
                    feed,
                    mode,
                    tracker,
                )
        # immediately display in status label
        self.pnl_label.format(pnl=pnl_value)
 def position_line(
    chart: 'ChartPlotWidget',  # noqa
    size: float,
    level: float,
    color: str,
    orient_v: str = 'bottom',
    marker: Optional[LevelMarker] = None,
 ) -> LevelLine:
    '''
    Convenience routine to create a line graphic representing a "pp"
    aka the acro for a,
    "{piker, private, personal, puny, <place your p-word here>} position".
    If ``marker`` is provided it will be configured appropriately for
    the "direction" of the position.
    '''
    line = order_line(
        chart,
        level,
        # TODO: could we maybe add a ``action=None`` which
        # would be a mechanism to check a marker was passed in?
        color=color,
        highlight_on_hover=False,
        movable=False,
        hide_xhair_on_hover=False,
        only_show_markers_on_hover=False,
        always_show_labels=False,
        # explicitly disable ``order_line()`` factory's creation
        # of a level marker since we do it in this tracer thing.
        show_markers=False,
    )
    if marker:
        # configure marker to position data
        if size > 0:  # long
            style = '|<'  # point "up to" the line
        elif size < 0:  # short
            style = '>|'  # point "down to" the line
        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
 class PositionTracker:
    '''
    Track and display real-time positions for a single symbol
    over multiple accounts on a single chart.
    Graphically composed of a level line and marker as well as labels
    for indcating current position information. Updates are made to the
    corresponding "settings pane" for the chart's "order mode" UX.
    '''
    # inputs
    chart: 'ChartPlotWidget'  # noqa
    alloc: Allocator
    startup_pp: Position
    live_pp: Position
    # allocated
    pp_label: Label
    size_label: Label
    line: Optional[LevelLine] = None
    _color: str = 'default_lightest'
    def __init__(
        self,
        chart: 'ChartPlotWidget',  # noqa
        alloc: Allocator,
        startup_pp: Position,
    ) -> None:
        self.chart = chart
        self.alloc = alloc
        self.startup_pp = startup_pp
        self.live_pp = startup_pp.copy()
        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((
                ':{slots_used:.1f}x',
            )),
            fields={
                'slots_used': 0,
            },
        )
        size_label.render()
        size_label.scene_anchor = partial(
            pp_tight_and_right,
            label=self.pp_label,
        )
    @property
    def pane(self) -> FieldsForm:
        '''
        Return handle to pp side pane form.
        '''
        return self.chart.linked.godwidget.pp_pane
    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_from_pp(
        self,
        position: Optional[Position] = None,
    ) -> None:
        '''Update graphics and data from average price and size passed in our
        EMS ``BrokerdPosition`` msg.
        '''
        # live pp updates
        pp = position or self.live_pp
        self.update_line(
            pp.avg_price,
            pp.size,
            self.chart.linked.symbol.lot_size_digits,
        )
        # label updates
        self.size_label.fields['slots_used'] = round(
            self.alloc.slots_used(pp), ndigits=1)
        self.size_label.render()
        if pp.size == 0:
            self.hide()
        else:
            self._level_marker.level = pp.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.live_pp.size:
            self.line.show()
            self.line.show_labels()
            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.
        '''
        self.size_label.hide()
        if self.line:
            self.line.hide_labels()
    # 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 update_line(
        self,
        price: float,
        size: float,
        size_digits: int,
    ) -> None:
        '''Update personal position level line.
        '''
        # do line update
        line = self.line
        if size:
            if line is None:
                # create and show a pp line
                line = self.line = position_line(
                    chart=self.chart,
                    level=price,
                    size=size,
                    color=self._color,
                    marker=self._level_marker,
                )
            else:
                line.set_level(price)
                self._level_marker.level = price
                self._level_marker.update()
            # update LHS sizing label
            line.update_labels({
                'size': size,
                'size_digits': size_digits,
                'fiat_size': round(price * size, ndigits=2),
                # TODO: per account lines on a single (or very related) symbol
                'account': self.alloc.account,
            })
            line.show()
        elif line:  # remove pp line from view if it exists on a net-zero pp
            line.delete()
            self.line = None
--- a/piker/ui/_search.py
+++ b/piker/ui/_search.py
@ -35,9 +35,9 @@ from collections import defaultdict
 from contextlib import asynccontextmanager
 from functools import partial
 from typing import (
-    Optional, Callable,
+    List, Optional, Callable,
-    Awaitable, Sequence,
+    Awaitable, Sequence, Dict,
-    Any, AsyncIterator
+    Any, AsyncIterator, Tuple,
 )
 import time
 # from pprint import pformat
@ -45,10 +45,11 @@ import time
 from fuzzywuzzy import process as fuzzy
 import trio
 from trio_typing import TaskStatus
-from PyQt5 import QtCore
+from PyQt5 import QtCore, QtGui
 from PyQt5 import QtWidgets
 from PyQt5.QtCore import (
    Qt,
    # QSize,
    QModelIndex,
    QItemSelectionModel,
 )
@ -62,24 +63,40 @@ from PyQt5.QtWidgets import (
    QTreeView,
    # QListWidgetItem,
    # QAbstractScrollArea,
-    # QStyledItemDelegate,
+    QStyledItemDelegate,
 )
 from ..log import get_logger
 from ._style import (
    _font,
-    hcolor,
+    DpiAwareFont,
    # hcolor,
 )
 from ._forms import Edit, 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 = 'search-nav'
+    mode_name: str = 'mode: search-nav'
    # XXX: relevant docs links:
    # - simple widget version of this:
@ -104,7 +121,7 @@ class CompleterView(QTreeView):
    def __init__(
        self,
        parent=None,
-        labels: list[str] = [],
+        labels: List[str] = [],
    ) -> None:
        super().__init__(parent)
@ -113,11 +130,13 @@ class CompleterView(QTreeView):
        self.labels = labels
        # a std "tabular" config
-        self.setItemDelegate(FontScaledDelegate(self))
+        self.setItemDelegate(SimpleDelegate())
        self.setModel(model)
        self.setAlternatingRowColors(True)
        # TODO: size this based on DPI font
-        self.setIndentation(_font.px_size)
+        self.setIndentation(20)
        self.pressed.connect(self.on_pressed)
        # self.setUniformRowHeights(True)
        # self.setColumnWidth(0, 3)
@ -125,10 +144,6 @@ 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)
@ -139,12 +154,12 @@ class CompleterView(QTreeView):
        self._font_size: int = 0  # pixels
-    async def on_pressed(self, idx: QModelIndex) -> None:
+    def on_pressed(self, idx: QModelIndex) -> None:
        '''Mouse pressed on view handler.
        '''
        search = self.parent()
-        await search.chart_current_item(clear_to_cache=False)
+        search.chart_current_item(clear_to_cache=False)
        search.focus()
    def set_font_size(self, size: int = 18):
@ -156,58 +171,23 @@ class CompleterView(QTreeView):
        self.setStyleSheet(f"font: {size}px")
-    # def resizeEvent(self, event: 'QEvent') -> None:
+    def resize(self):
    #     event.accept()
    #     super().resizeEvent(event)
    def on_resize(self) -> None:
        '''
        Resize relay event from god.
        '''
        self.resize_to_results()
    def resize_to_results(self):
        model = self.model()
        cols = model.columnCount()
        # rows = model.rowCount()
        col_w_tot = 0
        for i in range(cols):
            self.resizeColumnToContents(i)
            col_w_tot += self.columnWidth(i)
-        win = self.window()
+        # inclusive of search bar and header "rows" in pixel terms
-        win_h = win.height()
+        rows = 100
-        edit_h = self.parent().bar.height()
+        # max_rows = 8  # 6 + search and headers
-        sb_h = win.statusBar().height()
+        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
-        # we should figure out the exact number of rows to allow
+        self.setMinimumSize(self.width(), rows * row_px)
-        # inclusive of search bar and header "rows", in pixel terms.
+        self.setMaximumSize(self.width() + 10, rows * row_px)
-        # Eventually when we have an "info" widget below the results we
+        self.setFixedWidth(333)
        # will want space for it and likely terminating the results-view
        # space **exactly on a row** would be ideal.
        # if row_px > 0:
        #     rows = ceil(window_h / row_px) - 4
        # else:
        #     rows = 16
        # self.setFixedHeight(rows * row_px)
        # self.resize(self.width(), rows * row_px)
        # NOTE: if the heigh set here is **too large** then the resize
        # event will perpetually trigger as the window causes some kind
        # of recompute of callbacks.. so we have to ensure it's limited.
        h = win_h - (edit_h + 1.666*sb_h)
        assert h > 0
        self.setFixedHeight(round(h))
        # size to width of longest result seen thus far
        # TODO: should we always dynamically scale to longest result?
        if self.width() < col_w_tot:
            self.setFixedWidth(col_w_tot)
        self.update()
    def is_selecting_d1(self) -> bool:
        cidx = self.selectionModel().currentIndex()
@ -256,8 +236,7 @@ class CompleterView(QTreeView):
        idx: QModelIndex,
    ) -> QStandardItem:
-        '''
+        '''Select and return the item at index ``idx``.
        Select and return the item at index ``idx``.
        '''
        sel = self.selectionModel()
@ -272,8 +251,7 @@ class CompleterView(QTreeView):
        return model.itemFromIndex(idx)
    def select_first(self) -> QStandardItem:
-        '''
+        '''Select the first depth >= 2 entry from the completer tree and
        Select the first depth >= 2 entry from the completer tree and
        return it's item.
        '''
@ -336,8 +314,7 @@ class CompleterView(QTreeView):
        section: str,
    ) -> Optional[QModelIndex]:
-        '''
+        '''Find the *first* depth = 1 section matching ``section`` in
        Find the *first* depth = 1 section matching ``section`` in
        the tree and return its index.
        '''
@ -375,7 +352,7 @@ class CompleterView(QTreeView):
            else:
                model.setItem(idx.row(), 1, QStandardItem())
-            self.resize_to_results()
+            self.resize()
            return idx
        else:
@ -388,8 +365,7 @@ class CompleterView(QTreeView):
        clear_all: bool = False,
    ) -> None:
-        '''
+        '''Set result-rows for depth = 1 tree section ``section``.
        Set result-rows for depth = 1 tree section ``section``.
        '''
        model = self.model()
@ -446,32 +422,62 @@ class CompleterView(QTreeView):
    def show_matches(self) -> None:
        self.show()
-        self.resize_to_results()
+        self.resize()
-class SearchBar(Edit):
+class SearchBar(QtWidgets.QLineEdit):
-    mode_name: str = 'search'
+    mode_name: str = 'mode: search'
    def __init__(
        self,
        parent: QWidget,
-        godwidget: QWidget,
+        parent_chart: QWidget,  # noqa
        view: Optional[CompleterView] = None,
-        **kwargs,
+        font: DpiAwareFont = _font,
    ) -> None:
-        self.godwidget = godwidget
+        super().__init__(parent)
-        super().__init__(parent, **kwargs)
+
        # self.setContextMenuPolicy(Qt.CustomContextMenu)
        # self.customContextMenuRequested.connect(self.show_menu)
        # self.setStyleSheet(f"font: 18px")
        self.view: CompleterView = view
-        godwidget._widgets[view.mode_name] = view
+        self.dpi_font = font
        self.chart_app = 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()
@ -480,54 +486,46 @@ class SearchBar(Edit):
            self.view.hide()
-class SearchWidget(QtWidgets.QWidget):
+class SearchWidget(QtGui.QWidget):
-    '''
+    '''Composed widget of ``SearchBar`` + ``CompleterView``.
    Composed widget of ``SearchBar`` + ``CompleterView``.
    Includes helper methods for item management in the sub-widgets.
    '''
-    mode_name: str = 'search'
+    mode_name: str = 'mode: search'
    def __init__(
        self,
-        godwidget: 'GodWidget',  # type: ignore # noqa
+        chart_space: 'ChartSpace',  # type: ignore # noqa
-        columns: list[str] = ['src', 'symbol'],
+        columns: List[str] = ['src', 'symbol'],
        parent=None,
    ) -> None:
-        super().__init__(parent or godwidget)
+        super().__init__(parent or chart_space)
        # size it as we specify
        self.setSizePolicy(
            QtWidgets.QSizePolicy.Fixed,
-            QtWidgets.QSizePolicy.Expanding,
+            QtWidgets.QSizePolicy.Fixed,
        )
-        self.godwidget = godwidget
+        self.chart_app = chart_space
-        self.vbox = QtWidgets.QVBoxLayout(self)
+        self.vbox = QtGui.QVBoxLayout(self)
-        self.vbox.setContentsMargins(0, 4, 4, 0)
+        self.vbox.setContentsMargins(0, 0, 0, 0)
        self.vbox.setSpacing(4)
        # split layout for the (label:| search bar entry)
-        self.bar_hbox = QtWidgets.QHBoxLayout()
+        self.bar_hbox = QtGui.QHBoxLayout()
        self.bar_hbox.setContentsMargins(0, 0, 0, 0)
        self.bar_hbox.setSpacing(4)
        # add label to left of search bar
-        self.label = label = QtWidgets.QLabel(parent=self)
+        self.label = label = QtGui.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
@ -542,8 +540,8 @@ class SearchWidget(QtWidgets.QWidget):
        )
        self.bar = SearchBar(
            parent=self,
            parent_chart=chart_space,
            view=self.view,
            godwidget=godwidget,
        )
        self.bar_hbox.addWidget(self.bar)
@ -559,14 +557,14 @@ class SearchWidget(QtWidgets.QWidget):
            # fill cache list if nothing existing
            self.view.set_section_entries(
                'cache',
-                list(reversed(self.godwidget._chart_cache)),
+                list(reversed(self.chart_app._chart_cache)),
                clear_all=True,
            )
        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``.
@ -598,15 +596,14 @@ class SearchWidget(QtWidgets.QWidget):
        else:
            return None
-    async def chart_current_item(
+    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()
@ -614,11 +611,11 @@ class SearchWidget(QtWidgets.QWidget):
            return None
        provider, symbol = value
-        chart = self.godwidget
+        chart = self.chart_app
        log.info(f'Requesting symbol: {symbol}.{provider}')
-        await chart.load_symbol(
+        chart.load_symbol(
            provider,
            symbol,
            'info',
@ -635,7 +632,7 @@ class SearchWidget(QtWidgets.QWidget):
            # Re-order the symbol cache on the chart to display in
            # LIFO order. this is normally only done internally by
            # the chart on new symbols being loaded into memory
-            chart.set_chart_symbol(fqsn, chart.linkedsplits)
+            chart.set_chart_symbol(fqsn, chart.linkedcharts)
            self.view.set_section_entries(
                'cache',
@ -653,14 +650,12 @@ _search_enabled: bool = False
 async def pack_matches(
    view: CompleterView,
    has_results: dict[str, set[str]],
-    matches: dict[(str, str), list[str]],
+    matches: dict[(str, str), [str]],
    provider: str,
    pattern: str,
    search: Callable[..., Awaitable[dict]],
    task_status: TaskStatus[
        trio.CancelScope] = trio.TASK_STATUS_IGNORED,
@ -828,7 +823,7 @@ async def fill_results(
 async def handle_keyboard_input(
-    searchbar: SearchBar,
+    search: SearchWidget,
    recv_chan: trio.abc.ReceiveChannel,
 ) -> None:
@ -836,9 +831,8 @@ async def handle_keyboard_input(
    global _search_active, _search_enabled
    # startup
-    bar = searchbar
+    chart = search.chart_app
-    search = searchbar.parent()
+    bar = search.bar
    godwidget = search.godwidget
    view = bar.view
    view.set_font_size(bar.dpi_font.px_size)
@ -857,8 +851,7 @@ async def handle_keyboard_input(
            )
        )
-        async for kbmsg in recv_chan:
+        async for event, key, mods, txt in recv_chan:
            event, etype, key, mods, txt = kbmsg.to_tuple()
            log.debug(f'key: {key}, mods: {mods}, txt: {txt}')
@ -866,9 +859,14 @@ 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):
-                await search.chart_current_item(clear_to_cache=True)
+                search.chart_current_item(clear_to_cache=True)
                _search_enabled = False
                continue
@ -876,7 +874,7 @@ async def handle_keyboard_input(
                # if nothing in search text show the cache
                view.set_section_entries(
                    'cache',
-                    list(reversed(godwidget._chart_cache)),
+                    list(reversed(chart._chart_cache)),
                    clear_all=True,
                )
                continue
@ -890,8 +888,8 @@ async def handle_keyboard_input(
                search.bar.unfocus()
                # kill the search and focus back on main chart
-                if godwidget:
+                if chart:
-                    godwidget.focus()
+                    chart.linkedcharts.focus()
                continue
@ -938,7 +936,7 @@ async def handle_keyboard_input(
                    if parent_item and parent_item.text() == 'cache':
                        # if it's a cache item, switch and show it immediately
-                        await search.chart_current_item(clear_to_cache=False)
+                        search.chart_current_item(clear_to_cache=False)
            elif not ctl:
                # relay to completer task
@ -950,7 +948,7 @@ 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 +962,7 @@ 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
--- a/piker/ui/_signalling.py
+++ b/piker/ui/_signalling.py
@ -23,7 +23,7 @@ WARNING: this code likely doesn't work at all (yet)
 """
 import numpy as np
 import pyqtgraph as pg
-from PyQt5 import QtCore, QtGui, QtWidgets
+from PyQt5 import QtCore, QtGui
 from .quantdom.charts import CenteredTextItem
 from .quantdom.base import Quotes
@ -57,8 +57,8 @@ class SignallingApi(object):
        self.signals_visible = False
    def add_signals(self):
-        self.signals_group_text = QtWidgets.QGraphicsItemGroup()
+        self.signals_group_text = QtGui.QGraphicsItemGroup()
-        self.signals_group_arrow = QtWidgets.QGraphicsItemGroup()
+        self.signals_group_arrow = QtGui.QGraphicsItemGroup()
        self.signals_text_items = np.empty(len(Quotes), dtype=object)
        for p in Portfolio.positions:
--- a/piker/ui/_style.py
+++ b/piker/ui/_style.py
@ -14,16 +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/>.
-'''
+"""
 Qt UI styling.
-
+"""
 '''
 from typing import Optional, Dict
 import math
 import pyqtgraph as pg
 from PyQt5 import QtCore, QtGui
 from PyQt5.QtCore import Qt, QCoreApplication
 from qdarkstyle import DarkPalette
 from ..log import get_logger
@ -58,6 +56,7 @@ 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
@ -83,10 +82,6 @@ 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()
@ -104,15 +99,9 @@ class DpiAwareFont:
        # take the max since scaling can make things ugly in some cases
        pdpi = screen.physicalDotsPerInch()
        ldpi = screen.logicalDotsPerInch()
        # XXX: this is needed on sway/wayland where you set
        # ``QT_WAYLAND_FORCE_DPI=physical``
        if ldpi == 0:
            ldpi = pdpi
        mx_dpi = max(pdpi, ldpi)
        mn_dpi = min(pdpi, ldpi)
-        scale = round(ldpi/pdpi, ndigits=2)
+        scale = round(ldpi/pdpi)
        if mx_dpi <= 97:  # for low dpi use larger font sizes
            inches = _font_sizes['lo'][self._font_size]
@ -122,44 +111,18 @@ class DpiAwareFont:
        dpi = mn_dpi
        mult = 1.0
        # No implicit DPI scaling was done by the DE so let's engage
        # some hackery ad-hoc scaling shiat.
        # dpi is likely somewhat scaled down so use slightly larger font size
-        if scale >= 1.1 and self._font_size:
+        if scale > 1 and self._font_size:
            # TODO: this denominator should probably be determined from
            # relative aspect rations or something?
            inches = inches * (1 / scale) * (1 + 6/16)
            dpi = mx_dpi
            # no idea why
            if 1.2 <= scale:
                mult = 1.0375
            if scale >= 1.5:
                mult = 1.375
        # TODO: this multiplier should probably be determined from
        # relative aspect ratios or something?
        inches *= mult
        # XXX: if additionally we detect a known DE scaling factor we
        # also scale *up* our font size on top of the existing
        # heuristical (aka no clue why it works) scaling from the block
        # above XD
        if (
            hasattr(Qt, 'AA_EnableHighDpiScaling')
            and QCoreApplication.testAttribute(Qt.AA_EnableHighDpiScaling)
        ):
            inches *= round(scale)
        # 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(
+        font_size = math.floor(inches * dpi)
-            f"screen:{screen.name()}\n"
+        log.info(
-            f"pDPI: {pdpi}, lDPI: {ldpi}, scale: {scale}\n"
+            f"\nscreen:{screen.name()} with pDPI: {pdpi}, lDPI: {ldpi}"
            f"\nOur best guess font size is {font_size}\n"
        )
        # apply the size
@ -203,6 +166,8 @@ _xaxis_at = 'bottom'
 # charting config
 CHART_MARGINS = (0, 0, 2, 2)
 _min_points_to_show = 6
 _bars_to_left_in_follow_mode = int(61*6)
 _bars_from_right_in_follow_mode = round(0.16 * _bars_to_left_in_follow_mode)
 _tina_mode = False
@ -231,26 +196,19 @@ def hcolor(name: str) -> str:
        'svags': '#0a0e14',
        # fifty shades
        'original': '#a9a9a9',
        'gray': '#808080',  # like the kick
        'grayer': '#4c4c4c',
        'grayest': '#3f3f3f',
        'cadet': '#91A3B0',
        'marengo': '#91A3B0',
        'gunmetal': '#91A3B0',
        'battleship': '#848482',
        # bluish
        'charcoal': '#36454F',
        # default bars
        'bracket': '#666666',  # like the logo
        # work well for filled polygons which want a 'bracket' feel
        # going light to dark
        'davies': '#555555',
        'i3': '#494D4F',
        'jet': '#343434',
        'cadet': '#91A3B0',
        'marengo': '#91A3B0',
        'charcoal': '#36454F',
        'gunmetal': '#91A3B0',
        'battleship': '#848482',
        'davies': '#555555',
        'bracket': '#666666',  # like the logo
        'original': '#a9a9a9',
        # from ``qdarkstyle`` palette
        'default_darkest': DarkPalette.COLOR_BACKGROUND_1,
--- a/piker/ui/_window.py
+++ b/piker/ui/_window.py
@ -1,5 +1,5 @@
 # piker: trading gear for hackers
-# Copyright (C) Tyler Goodlet (in stewardship for pikers)
+# 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
@ -21,12 +21,11 @@ Qt main window singletons and stuff.
 import os
 import signal
 import time
-from typing import Callable, Optional, Union
+from typing import Callable
 import uuid
 from pyqtgraph import QtGui
 from PyQt5 import QtCore
-from PyQt5.QtWidgets import QLabel, QStatusBar
+from PyQt5.QtGui import QLabel, QStatusBar
 from ..log import get_logger
 from ._style import _font_small, hcolor
@ -43,105 +42,25 @@ class MultiStatus:
    def __init__(self, bar, statuses) -> None:
        self.bar = bar
        self.statuses = statuses
        self._to_clear: set = set()
        self._status_groups: dict[str, (set, Callable)] = {}
    def open_status(
        self,
        msg: str,
-        final_msg: Optional[str] = None,
+    ) -> Callable[..., None]:
-        clear_on_next: bool = False,
+        '''Add a status to the status bar and return a close callback which
        group_key: Optional[Union[bool, str]] = False,
    ) -> Union[Callable[..., None], str]:
        '''
        Add a status to the status bar and return a close callback which
        when called will remove the status ``msg``.
        '''
        for old_msg in self._to_clear:
            try:
                self.statuses.remove(old_msg)
            except ValueError:
                pass
        self.statuses.append(msg)
        def remove_msg() -> None:
            try:
            self.statuses.remove(msg)
            except ValueError:
                pass
            self.render()
            if final_msg is not None:
                self.statuses.append(final_msg)
        self.render()
-                self._to_clear.add(final_msg)
+        return remove_msg
        ret = remove_msg
        # create a "status group" such that new `.open_status()`
        # calls can be made passing in the returned group key.
        # once all clear callbacks have been called from all statuses
        # in the group the final status msg to be removed will be the one
        # the one provided when `group_key=True`, this way you can
        # create a long living status that completes once all
        # sub-statuses have finished.
        if group_key is True:
            if clear_on_next:
                ValueError("Can't create group status and clear it on next?")
            # generate a key for a new "status group"
            new_group_key = str(uuid.uuid4())
            def pop_group_and_clear():
                subs, final_clear = self._status_groups.pop(new_group_key)
                assert not subs
                return remove_msg()
            self._status_groups[new_group_key] = (set(), pop_group_and_clear)
            ret = new_group_key
        elif group_key:
            def pop_from_group_and_maybe_clear_group():
                # remove the message for this sub-status
                remove_msg()
                # check to see if all other substatuses have cleared
                group_tup = self._status_groups.get(group_key)
                if group_tup:
                    subs, group_clear = group_tup
                    try:
                        subs.remove(msg)
                    except KeyError:
                        raise KeyError(f'no msg {msg} for group {group_key}!?')
                    if not subs:
                        group_clear()
            group = self._status_groups.get(group_key)
            if group:
                group[0].add(msg)
                ret = pop_from_group_and_maybe_clear_group
        self.render()
        if clear_on_next:
            self._to_clear.add(msg)
        return ret
    def render(self) -> None:
        '''
        Display all open statuses to bar.
        '''
        if self.statuses:
            self.bar.showMessage(f'{" ".join(self.statuses)}')
        else:
@ -150,21 +69,16 @@ class MultiStatus:
 class MainWindow(QtGui.QMainWindow):
-    # XXX: for tiling wms this should scale
+    size = (800, 500)
    # with the alloted window size.
    # TODO: detect for tiling and if untrue set some size?
    size = (300, 500)
    title = 'piker chart (ur symbol is loading bby)'
    def __init__(self, parent=None):
        super().__init__(parent)
-        # self.setMinimumSize(*self.size)
+        self.setMinimumSize(*self.size)
        self.setWindowTitle(self.title)
        self._status_bar: QStatusBar = None
        self._status_label: QLabel = None
        self._size: Optional[tuple[int, int]] = None
    @property
    def mode_label(self) -> QtGui.QLabel:
@ -174,11 +88,7 @@ class MainWindow(QtGui.QMainWindow):
            self._status_label = label = QtGui.QLabel()
            label.setStyleSheet(
-                f"""QLabel {{
+                f"QLabel {{ color : {hcolor('gunmetal')}; }}"
                    color : {hcolor('gunmetal')};
                }}
                """
                # font-size : {font_size}px;
            )
            label.setTextFormat(3)  # markdown
            label.setFont(_font_small.font)
@ -194,13 +104,11 @@ class MainWindow(QtGui.QMainWindow):
    def closeEvent(
        self,
        event: QtGui.QCloseEvent,
    ) -> None:
-        '''Cancel the root actor asap.
+        """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)
@ -224,28 +132,18 @@ class MainWindow(QtGui.QMainWindow):
        return self._status_bar
    def set_mode_name(
        self,
        name: str,
    ) -> None:
        self.mode_label.setText(f'mode:{name}')
    def on_focus_change(
        self,
-
+        old: QtGui.QWidget,
-        last: QtGui.QWidget,
+        new: QtGui.QWidget,
        current: QtGui.QWidget,
    ) -> None:
-        log.info(f'widget focus changed from {last} -> {current}')
+        log.debug(f'widget focus changed from {old} -> {new}')
-        if current is not None:
+        if new is not None:
            # cursor left window?
-            name = getattr(current, 'mode_name', '')
+            name = getattr(new, 'mode_name', '')
-            self.set_mode_name(name)
+            self.mode_label.setText(name)
    def current_screen(self) -> QtGui.QScreen:
        """Get a frickin screen (if we can, gawd).
@ -255,7 +153,7 @@ class MainWindow(QtGui.QMainWindow):
        for _ in range(3):
            screen = app.screenAt(self.pos())
-            log.debug('trying to access QScreen...')
+            print('trying to access QScreen...')
            if screen is None:
                time.sleep(0.5)
                continue
@ -269,29 +167,6 @@ 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:
        '''
        Explicitly size the window dimensions (for stacked window
        managers).
        For tina systems (like windoze) try to do a sane window size on
        startup.
        '''
        # 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()
            # 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
--- a/piker/ui/cli.py
+++ b/piker/ui/cli.py
@ -122,8 +122,7 @@ def optschain(config, symbol, date, rate, test):
@cli.command()
@click.option(
    '--profile',
-    '-p',
+    is_flag=True,
    default=None,
    help='Enable pyqtgraph profiling'
 )
@click.option(
@ -134,17 +133,10 @@ def optschain(config, symbol, date, rate, test):
@click.argument('symbol', required=True)
@click.pass_obj
 def chart(config, symbol, profile, pdb):
-    '''
+    """Start a real-time chartng UI
-    Start a real-time chartng UI
+    """
    '''
    # eg. ``--profile 3`` reports profiling for anything slower then 3 ms.
    if profile is not None:
    from .. import _profile
-        _profile._pg_profile = True
+    from ._chart import _main
        _profile.ms_slower_then = float(profile)
    from ._app import _main
    if '.' not in symbol:
        click.echo(click.style(
@ -153,6 +145,8 @@ def chart(config, symbol, profile, pdb):
        ))
        return
    # toggle to enable profiling
    _profile._pg_profile = profile
    # global opts
    brokernames = config['brokers']
--- a/piker/ui/order_mode.py
+++ b/piker/ui/order_mode.py
--- a/requirements.txt
+++ b/requirements.txt
@ -1,21 +1,3 @@
-# we require a pinned dev branch to get some edge features that
+# no pypi package for tractor (yet)
-# are often untested in tractor's CI and/or being tested by us
+# we require the asyncio-via-guest-mode dev branch
-# first before committing as core features in tractor's base.
+-e git+git://github.com/goodboy/tractor.git@infect_asyncio#egg=tractor
 -e git+https://github.com/goodboy/tractor.git@master#egg=tractor
 # `pyqtgraph` peeps keep breaking, fixing, improving so might as well
 # pin this to a dev branch that we have more control over especially
 # as more graphics stuff gets hashed out.
 -e git+https://github.com/pikers/pyqtgraph.git@piker_pin#egg=pyqtgraph
 # our async client for ``marketstore`` (the tsdb)
 -e git+https://github.com/pikers/anyio-marketstore.git@master#egg=anyio-marketstore
 # ``trimeter`` for asysnc history fetching
 -e git+https://github.com/python-trio/trimeter.git@master#egg=trimeter
 # ``asyncvnc`` for sending interactions to ib-gw inside docker
 -e git+https://github.com/pikers/asyncvnc.git@vid_passthrough#egg=asyncvnc
--- a/scripts/ib_data_reset.py
+++ b/scripts/ib_data_reset.py
@ -1,84 +0,0 @@
 # 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/>.
 '''
 IB api client data feed reset hack for i3.
 '''
 import subprocess
 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
    'IB Gateway',  # gw running in i3
    # 'IB',  # gw running in i3 (newer version?)
 ]
 for name in win_names:
    results = t.find_titled(name)
    print(f'results for {name}: {results}')
    if results:
        con = results[0]
        print(f'Resetting data feed for {name}')
        win_id = str(con.window)
        w, h = con.rect.width, con.rect.height
        # TODO: seems to be a few libs for python but not sure
        # if they support all the sub commands we need, order of
        # most recent commit history:
        # https://github.com/rr-/pyxdotool
        # https://github.com/ShaneHutter/pyxdotool
        # https://github.com/cphyc/pyxdotool
        # TODO: only run the reconnect (2nd) kc on a detected
        # disconnect?
        for key_combo, timeout in [
            # only required if we need a connection reset.
            # ('ctrl+alt+r', 12),
            # data feed reset.
            ('ctrl+alt+f', 6)
        ]:
            subprocess.call([
                'xdotool',
                'windowactivate', '--sync', win_id,
                # move mouse to bottom left of window (where there should
                # be nothing to click).
                'mousemove_relative', '--sync', str(w-4), str(h-4),
                # NOTE: we may need to stick a `--retry 3` in here..
                'click', '--window', win_id,
                '--repeat', '3', '1',
                # hackzorzes
                'key', key_combo,
                ],
                timeout=timeout,
            )
 # re-activate and focus original window
 subprocess.call([
    'xdotool',
    'windowactivate', '--sync', str(orig_win_id),
    'click', '--window', str(orig_win_id), '1',
 ])
--- a/setup.py
+++ b/setup.py
@ -51,56 +51,42 @@ setup(
        # async
        'trio',
        'trio-websocket',
-        'msgspec',  # performant IPC messaging
+        # 'tractor',  # from github currently
        'async_generator',
        # from github currently (see requirements.txt)
        # 'trimeter',  # not released yet..
        # 'tractor',
        # asyncvnc,
        # brokers
        'asks==2.4.8',
        'ib_insync',
        # numerics
-        'pendulum', # easier datetimes
+        'arrow',  # better datetimes
        'bidict',  # 2 way map
        'cython',
        'numpy',
        'numba',
        'pandas',
        'msgpack-numpy',
        # UI
        'PyQt5',
-        # 'pyqtgraph',  from our fork see reqs.txt
+        'pyqtgraph',
-        'qdarkstyle >= 3.0.2',  # themeing
+        'qdarkstyle >= 3.0.2',
-        'fuzzywuzzy[speedup]',  # fuzzy search
+        # fuzzy search
        'fuzzywuzzy[speedup]',
        # tsdbs
-        # anyio-marketstore  # from gh see reqs.txt
+        'pymarketstore',
    ],
    extras_require={
        'tsdb': [
            'docker',
        ],
    },
    tests_require=['pytest'],
-    python_requires=">=3.10",
+    python_requires=">=3.9",  # literally for ``datetime.datetime.fromisoformat``...
-    keywords=[
+    keywords=["async", "trading", "finance", "quant", "charting"],
        "async",
        "trading",
        "finance",
        "quant",
        "charting",
    ],
    classifiers=[
        'Development Status :: 3 - Alpha',
        'License :: OSI Approved :: ',
        'Operating System :: POSIX :: Linux',
        "Programming Language :: Python :: Implementation :: CPython",
        "Programming Language :: Python :: 3 :: Only",
-        "Programming Language :: Python :: 3.10",
+        "Programming Language :: Python :: 3.9",
        'Intended Audience :: Financial and Insurance Industry',
        'Intended Audience :: Science/Research',
        'Intended Audience :: Developers',
--- a/tests/conftest.py
+++ b/tests/conftest.py
@ -3,8 +3,8 @@ import os
 import pytest
 import tractor
 import trio
-from piker import log, config
+from piker import log
-from piker.brokers import questrade
+from piker.brokers import questrade, config
 def pytest_addoption(parser):