ib: never relay "Warning:" errors to EMS..

You'd think they could be bothered to make either a "log" or "warning"
msg type instead of a `type='error'`.. but alas, this attempts to detect
all such "warning"-errors and never proxy them to the clearing engine
thus avoiding the cancellation of any associated (by `reqid`)
pre-existing orders (control dialogs).

Also update all surrounding log messages to a more multiline style.

README.rst

@@ -88,22 +88,57 @@ a sane install with `uv`
 ************************
 bc why install with `python` when you can faster with `rust` ::
 
-    uv lock
+    uv sync
+
+    # ^ astral's docs,
+    # https://docs.astral.sh/uv/concepts/projects/sync/
+
+include all GUIs (ex. for charting)::
+
+    uv sync --extra uis
+
+AND with all our hacking tools and WIP integrations::
+
+    uv sync --dev --all-extras 
 
 
-hacky install on nixos
+Ensure you can run the root-daemon::
-**********************
+
+    uv run pikerd [-l info --pdb]
+
+
+install on nix(os)
+******************
 ``NixOS`` is our core devs' distro of choice for which we offer
-a stringently defined development shell envoirment that can be loaded with::
+a stringently defined development shell envoirment that can currently
+be applied in one of 2 ways::
 
+    # ONLY if running on X11
     nix-shell default.nix
 
+Or if you prefer flakes style and a modern DE::
+
+    # ONLY if also running on Wayland
+    nix develop  # for default bash
+    nix develop -c uv run xonsh  # for @goodboy's preferred sh B)
+
 
 start a chart
 *************
 run a realtime OHLCV chart stand-alone::
 
-    piker -l info chart btcusdt.spot.binance xmrusdt.spot.kraken
+    [uv run] piker -l info chart btcusdt.spot.binance xmrusdt.spot.kraken
+
+    # ^^^ iff you haven't activated the py-env,
+    # - https://docs.astral.sh/uv/concepts/projects/run/
+    #
+    # in order to create an explicit virt-env see,
+    # - https://docs.astral.sh/uv/concepts/projects/layout/#the-project-environment
+    # - https://docs.astral.sh/uv/pip/environments/
+    #
+    # use $UV_PROJECT_ENVIRONMENT to select any non-`.venv/`
+    # as the venv sudir in the repo's root.
+    # - https://docs.astral.sh/uv/reference/environment/#uv_project_environment
 
 this runs a chart UI (with 1m sampled OHLCV) and shows 2 spot markets from 2 diff cexes
 overlayed on the same graph. Use of `piker` without first starting

default.nix

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

flake.lock

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

flake.nix

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

piker/accounting/__init__.py

@@ -42,7 +42,6 @@ from ._mktinfo import (
     dec_digits,
     digits_to_dec,
     MktPair,
-    Symbol,
     unpack_fqme,
     _derivs as DerivTypes,
 )
@@ -60,7 +59,6 @@ __all__ = [
     'Asset',
     'MktPair',
     'Position',
-    'Symbol',
     'Transaction',
     'TransactionLedger',
     'dec_digits',

piker/accounting/_ledger.py

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

piker/accounting/_mktinfo.py

@@ -305,8 +305,8 @@ class MktPair(Struct, frozen=True):
     # config right?
     # src_type: AssetTypeName
 
-    # for derivs, info describing contract, egs.
+    # for derivs, info describing contract, egs. strike price, call
-    # strike price, call or put, swap type, exercise model, etc.
+    # or put, swap type, exercise model, etc.
     contract_info: list[str] | None = None
 
     # TODO: rename to sectype since all of these can
@@ -390,8 +390,8 @@ class MktPair(Struct, frozen=True):
         cls,
         fqme: str,
 
-        price_tick: float | str,
+        price_tick: float|str,
-        size_tick: float | str,
+        size_tick: float|str,
         bs_mktid: str,
 
         broker: str | None = None,
@@ -677,90 +677,3 @@ def unpack_fqme(
         # '.'.join([mkt_ep, venue]),
         suffix,
     )
-
-
-class Symbol(Struct):
-    '''
-    I guess this is some kinda container thing for dealing with
-    all the different meta-data formats from brokers?
-
-    '''
-    key: str
-
-    broker: str = ''
-    venue: str = ''
-
-    # precision descriptors for price and vlm
-    tick_size: Decimal = Decimal('0.01')
-    lot_tick_size: Decimal = Decimal('0.0')
-
-    suffix: str = ''
-    broker_info: dict[str, dict[str, Any]] = {}
-
-    @classmethod
-    def from_fqme(
-        cls,
-        fqsn: str,
-        info: dict[str, Any],
-
-    ) -> Symbol:
-        broker, mktep, venue, suffix = unpack_fqme(fqsn)
-        tick_size = info.get('price_tick_size', 0.01)
-        lot_size = info.get('lot_tick_size', 0.0)
-
-        return Symbol(
-            broker=broker,
-            key=mktep,
-            tick_size=tick_size,
-            lot_tick_size=lot_size,
-            venue=venue,
-            suffix=suffix,
-            broker_info={broker: info},
-        )
-
-    @property
-    def type_key(self) -> str:
-        return list(self.broker_info.values())[0]['asset_type']
-
-    @property
-    def tick_size_digits(self) -> int:
-        return float_digits(self.tick_size)
-
-    @property
-    def lot_size_digits(self) -> int:
-        return float_digits(self.lot_tick_size)
-
-    @property
-    def price_tick(self) -> Decimal:
-        return Decimal(str(self.tick_size))
-
-    @property
-    def size_tick(self) -> Decimal:
-        return Decimal(str(self.lot_tick_size))
-
-    @property
-    def broker(self) -> str:
-        return list(self.broker_info.keys())[0]
-
-    @property
-    def fqme(self) -> str:
-        return maybe_cons_tokens([
-            self.key,  # final "pair name" (eg. qqq[/usd], btcusdt)
-            self.venue,
-            self.suffix,  # includes expiry and other con info
-            self.broker,
-        ])
-
-    def quantize(
-        self,
-        size: float,
-    ) -> Decimal:
-        digits = float_digits(self.lot_tick_size)
-        return Decimal(size).quantize(
-            Decimal(f'1.{"0".ljust(digits, "0")}'),
-            rounding=ROUND_HALF_EVEN
-        )
-
-    # NOTE: when cast to `str` return fqme
-    def __str__(self) -> str:
-        return self.fqme

piker/accounting/_pos.py

@@ -30,7 +30,8 @@ from types import ModuleType
 from typing import (
     Any,
     Iterator,
-    Generator
+    Generator,
+    TYPE_CHECKING,
 )
 
 import pendulum
@@ -59,8 +60,10 @@ from ..clearing._messages import (
     BrokerdPosition,
 )
 from piker.types import Struct
-from piker.data._symcache import SymbologyCache
+from piker.log import get_logger
-from ..log import get_logger
+
+if TYPE_CHECKING:
+    from piker.data._symcache import SymbologyCache
 
 log = get_logger(__name__)
 
@@ -493,6 +496,17 @@ class Account(Struct):
 
         _mktmap_table: dict[str, MktPair] | None = None,
 
+        only_require: list[str]|True = True,
+        # ^list of fqmes that are "required" to be processed from
+        # this ledger pass; we often don't care about others and
+        # definitely shouldn't always error in such cases.
+        # (eg. broker backend loaded that doesn't yet supsport the
+        # symcache but also, inside the paper engine we don't ad-hoc
+        # request `get_mkt_info()` for every symbol in the ledger,
+        # only the one for which we're simulating against).
+        # TODO, not sure if there's a better soln for this, ideally
+        # all backends get symcache support afap i guess..
+
     ) -> dict[str, Position]:
         '''
         Update the internal `.pps[str, Position]` table from input
@@ -535,11 +549,32 @@ class Account(Struct):
                 if _mktmap_table is None:
                     raise
 
+                required: bool = (
+                    only_require is True
+                    or (
+                        only_require is not True
+                        and
+                        fqme in only_require
+                    )
+                )
                 # XXX: caller is allowed to provide a fallback
                 # mktmap table for the case where a new position is
                 # being added and the preloaded symcache didn't
                 # have this entry prior (eg. with frickin IB..)
-                mkt = _mktmap_table[fqme]
+                if (
+                    not (mkt := _mktmap_table.get(fqme))
+                    and
+                    required
+                ):
+                    raise
+
+                elif not required:
+                    continue
+
+                else:
+                    # should be an entry retreived somewhere
+                    assert mkt
+
 
             if not (pos := pps.get(bs_mktid)):
 
@@ -656,7 +691,7 @@ class Account(Struct):
     def write_config(self) -> None:
         '''
         Write the current account state to the user's account TOML file, normally
-        something like ``pps.toml``.
+        something like `pps.toml`.
 
         '''
         # TODO: show diff output?

piker/accounting/calc.py

@@ -251,10 +251,16 @@ def iter_by_dt(
         for k in parsers:
             if (
                 isdict and k in tx
-                 or getattr(tx, k, None)
+                or
+                getattr(tx, k, None)
             ):
-                v = tx[k] if isdict else tx.dt
+                v = (
-                assert v is not None, f'No valid value for `{k}`!?'
+                    tx[k] if isdict
+                    else tx.dt
+                )
+                assert v is not None, (
+                    f'No valid value for `{k}`!?'
+                )
 
                 # only call parser on the value if not None from
                 # the `parsers` table above (when NOT using
@@ -269,8 +275,21 @@ def iter_by_dt(
                     return v
 
         else:
-            # XXX: should never get here..
+            # TODO: move to top?
-            breakpoint()
+            from piker.log import get_logger
+            log = get_logger(__name__)
+
+            # XXX: we should really never get here..
+            # only if a ledger record has no expected sort(able)
+            # field will we likely hit this.. like with ze IB.
+            # if no sortable field just deliver epoch?
+            log.warning(
+                'No (time) sortable field for TXN:\n'
+                f'{tx}\n'
+            )
+            return from_timestamp(0)
+            # breakpoint()
+
 
     entry: tuple[str, dict] | Transaction
     for entry in sorted(

piker/accounting/cli.py

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

piker/brokers/__init__.py

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

piker/brokers/binance/api.py

@@ -374,9 +374,14 @@ class Client:
                 pair: Pair = pair_type(**item)
             except Exception as e:
                 e.add_note(
-                    "\nDon't panic, prolly stupid binance changed their symbology schema again..\n"
+                    f'\n'
-                    'Check out their API docs here:\n\n'
+                    f'New or removed field we need to codify!\n'
-                    'https://binance-docs.github.io/apidocs/spot/en/#exchange-information'
+                    f'pair-type: {pair_type!r}\n'
+                    f'\n'
+                    f"Don't panic, prolly stupid binance changed their symbology schema again..\n"
+                    f'Check out their API docs here:\n'
+                    f'\n'
+                    f'https://binance-docs.github.io/apidocs/spot/en/#exchange-information\n'
                 )
                 raise
             pair_table[pair.symbol.upper()] = pair

piker/brokers/binance/venues.py

@@ -97,6 +97,13 @@ class Pair(Struct, frozen=True, kw_only=True):
     baseAsset: str
     baseAssetPrecision: int
 
+    permissionSets: list[list[str]]
+
+    # https://developers.binance.com/docs/binance-spot-api-docs#2025-08-26
+    # will become non-optional 2025-08-28?
+    # https://developers.binance.com/docs/binance-spot-api-docs#future-changes
+    pegInstructionsAllowed: bool|None = None
+
     filters: dict[
         str,
         str | int | float,
@@ -142,7 +149,11 @@ class SpotPair(Pair, frozen=True):
     defaultSelfTradePreventionMode: str
     allowedSelfTradePreventionModes: list[str]
     permissions: list[str]
-    permissionSets: list[list[str]]
+
+    # can the paint botz creat liq gaps even easier on this asset?
+    # Bp
+    # https://developers.binance.com/docs/binance-spot-api-docs/faqs/order_amend_keep_priority
+    amendAllowed: bool
 
     # NOTE: see `.data._symcache.SymbologyCache.load()` for why
     ns_path: str = 'piker.brokers.binance:SpotPair'

piker/brokers/cli.py

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

piker/brokers/core.py

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

piker/brokers/ib/_util.py

@@ -34,6 +34,7 @@ from piker.brokers._util import get_logger
 if TYPE_CHECKING:
     from .api import Client
     from ib_insync import IB
+    import i3ipc
 
 log = get_logger('piker.brokers.ib')
 
@@ -48,6 +49,37 @@ _reset_tech: Literal[
 ] = 'vnc'
 
 
+no_setup_msg:str = (
+    'No data reset hack test setup for {vnc_sockaddr}!\n'
+    'See config setup tips @\n'
+    'https://github.com/pikers/piker/tree/master/piker/brokers/ib'
+)
+
+
+def try_xdo_manual(
+    vnc_sockaddr: str,
+):
+    '''
+    Do the "manual" `xdo`-based screen switch + click
+    combo since apparently the `asyncvnc` client ain't workin..
+
+    Note this is only meant as a backup method for Xorg users,
+    ideally you can use a real vnc client and the `vnc_click_hack()`
+    impl!
+
+    '''
+    global _reset_tech
+    try:
+        i3ipc_xdotool_manual_click_hack()
+        _reset_tech = 'i3ipc_xdotool'
+        return True
+    except OSError:
+        log.exception(
+            no_setup_msg.format(vnc_sockaddr)
+        )
+        return False
+
+
 async def data_reset_hack(
     # vnc_host: str,
     client: Client,
@@ -90,15 +122,9 @@ async def data_reset_hack(
     vnc_port: int
     vnc_sockaddr: tuple[str] | None = client.conf.get('vnc_addrs')
 
-    no_setup_msg:str = (
-        f'No data reset hack test setup for {vnc_sockaddr}!\n'
-        'See config setup tips @\n'
-        'https://github.com/pikers/piker/tree/master/piker/brokers/ib'
-    )
-
     if not vnc_sockaddr:
         log.warning(
-            no_setup_msg
+            no_setup_msg.format(vnc_sockaddr)
             +
             'REQUIRES A `vnc_addrs: array` ENTRY'
         )
@@ -119,27 +145,38 @@ async def data_reset_hack(
                         port=vnc_port,
                     )
                 )
-            except OSError:
+            except (
-                if vnc_host != 'localhost':
+                OSError,  # no VNC server avail..
-                    log.warning(no_setup_msg)
+                PermissionError,  # asyncvnc pw fail..
-                    return False
+            ):
-
                 try:
                     import i3ipc  # noqa  (since a deps dynamic check)
                 except ModuleNotFoundError:
-                    log.warning(no_setup_msg)
+                    log.warning(
+                        no_setup_msg.format(vnc_sockaddr)
+                    )
                     return False
 
-                try:
+                if vnc_host not in {
-                    i3ipc_xdotool_manual_click_hack()
+                    'localhost',
-                    _reset_tech = 'i3ipc_xdotool'
+                    '127.0.0.1',
-                    return True
+                }:
-                except OSError:
+                    focussed, matches = i3ipc_fin_wins_titled()
-                    log.exception(no_setup_msg)
+                    if not matches:
-                    return False
+                        log.warning(
+                            no_setup_msg.format(vnc_sockaddr)
+                        )
+                        return False
+                    else:
+                        try_xdo_manual(vnc_sockaddr)
+
+                # localhost but no vnc-client or it borked..
+                else:
+                    try_xdo_manual(vnc_sockaddr)
 
         case 'i3ipc_xdotool':
-            i3ipc_xdotool_manual_click_hack()
+            try_xdo_manual(vnc_sockaddr)
+            # i3ipc_xdotool_manual_click_hack()
 
         case _ as tech:
             raise RuntimeError(f'{tech} is not supported for reset tech!?')
@@ -178,9 +215,9 @@ async def vnc_click_hack(
         host,
         port=port,
 
-        # TODO: doesn't work see:
+        # TODO: doesn't work?
-        # https://github.com/barneygale/asyncvnc/issues/7
+        # see, https://github.com/barneygale/asyncvnc/issues/7
-        # password='ibcansmbz',
+        password='doggy',
 
     ) as client:
 
@@ -194,70 +231,103 @@ async def vnc_click_hack(
         client.keyboard.press('Ctrl', 'Alt', key)  # keys are stacked
 
 
+def i3ipc_fin_wins_titled(
+    titles: list[str] = [
+        'Interactive Brokers',  # tws running in i3
+        'IB Gateway',  # gw running in i3
+        # 'IB',  # gw running in i3 (newer version?)
+
+        # !TODO, remote vnc instance
+        # -[ ] something in title (or other Con-props) that indicates
+        #   this is explicitly for ibrk sw?
+        #  |_[ ]  !can use modden spawn eventually!
+        'TigerVNC',
+        # 'vncviewer',  # the terminal..
+    ],
+) -> tuple[
+    i3ipc.Con,  # orig focussed win
+    list[tuple[str, i3ipc.Con]],  # matching wins by title
+]:
+    '''
+    Attempt to find a local-DE window titled with an entry in
+    `titles`.
+
+    If found deliver the current focussed window and all matching
+    `i3ipc.Con`s in a list.
+
+    '''
+    import i3ipc
+    ipc = i3ipc.Connection()
+
+    # TODO: might be worth offering some kinda api for grabbing
+    # the window id from the pid?
+    # https://stackoverflow.com/a/2250879
+    tree = ipc.get_tree()
+    focussed: i3ipc.Con = tree.find_focused()
+
+    matches: list[i3ipc.Con] = []
+    for name in titles:
+        results = tree.find_titled(name)
+        print(f'results for {name}: {results}')
+        if results:
+            con = results[0]
+            matches.append((
+                name,
+                con,
+            ))
+
+    return (
+        focussed,
+        matches,
+    )
+
+
+
 def i3ipc_xdotool_manual_click_hack() -> None:
     '''
     Do the data reset hack but expecting a local X-window using `xdotool`.
 
     '''
-    import i3ipc
+    focussed, matches = i3ipc_fin_wins_titled()
-    i3 = i3ipc.Connection()
+    orig_win_id = focussed.window
-
-    # TODO: might be worth offering some kinda api for grabbing
-    # the window id from the pid?
-    # https://stackoverflow.com/a/2250879
-    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?)
-    ]
-
     try:
-        for name in win_names:
+        for name, con in matches:
-            results = t.find_titled(name)
+            print(f'Resetting data feed for {name}')
-            print(f'results for {name}: {results}')
+            win_id = str(con.window)
-            if results:
+            w, h = con.rect.width, con.rect.height
-                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
+            # TODO: seems to be a few libs for python but not sure
-                # if they support all the sub commands we need, order of
+            # if they support all the sub commands we need, order of
-                # most recent commit history:
+            # most recent commit history:
-                # https://github.com/rr-/pyxdotool
+            # https://github.com/rr-/pyxdotool
-                # https://github.com/ShaneHutter/pyxdotool
+            # https://github.com/ShaneHutter/pyxdotool
-                # https://github.com/cphyc/pyxdotool
+            # https://github.com/cphyc/pyxdotool
 
-                # TODO: only run the reconnect (2nd) kc on a detected
+            # TODO: only run the reconnect (2nd) kc on a detected
-                # disconnect?
+            # disconnect?
-                for key_combo, timeout in [
+            for key_combo, timeout in [
-                    # only required if we need a connection reset.
+                # only required if we need a connection reset.
-                    # ('ctrl+alt+r', 12),
+                # ('ctrl+alt+r', 12),
-                    # data feed reset.
+                # data feed reset.
-                    ('ctrl+alt+f', 6)
+                ('ctrl+alt+f', 6)
-                ]:
+            ]:
-                    subprocess.call([
+                subprocess.call([
-                        'xdotool',
+                    'xdotool',
-                        'windowactivate', '--sync', win_id,
+                    'windowactivate', '--sync', win_id,
 
-                        # move mouse to bottom left of window (where
+                    # move mouse to bottom left of window (where
-                        # there should be nothing to click).
+                    # there should be nothing to click).
-                        'mousemove_relative', '--sync', str(w-4), str(h-4),
+                    'mousemove_relative', '--sync', str(w-4), str(h-4),
 
-                        # NOTE: we may need to stick a `--retry 3` in here..
+                    # NOTE: we may need to stick a `--retry 3` in here..
-                        'click', '--window', win_id,
+                    'click', '--window', win_id,
-                        '--repeat', '3', '1',
+                    '--repeat', '3', '1',
 
-                        # hackzorzes
+                    # hackzorzes
-                        'key', key_combo,
+                    'key', key_combo,
-                        ],
+                    ],
-                        timeout=timeout,
+                    timeout=timeout,
-                    )
+                )
 
         # re-activate and focus original window
         subprocess.call([

piker/brokers/ib/broker.py

@@ -1241,32 +1241,47 @@ async def deliver_trade_events(
                 # never relay errors for non-broker related issues
                 # https://interactivebrokers.github.io/tws-api/message_codes.html
                 code: int = err['error_code']
-                if code in {
+                reason: str = err['reason']
-                    200,  # uhh
+                reqid: str = str(err['reqid'])
+
+                # "Warning:" msg codes,
+                # https://interactivebrokers.github.io/tws-api/message_codes.html#warning_codes
+                # - 2109: 'Outside Regular Trading Hours'
+                if 'Warning:' in reason:
+                    log.warning(
+                        f'Order-API-warning: {code!r}\n'
+                        f'reqid: {reqid!r}\n'
+                        f'\n'
+                        f'{pformat(err)}\n'
+                        # ^TODO? should we just print the `reason`
+                        # not the full `err`-dict?
+                    )
+                    continue
+
+                # XXX known special (ignore) cases
+                elif code in {
+                    200,  # uhh.. ni idea
 
                     # hist pacing / connectivity
                     162,
                     165,
 
-                    # WARNING codes:
-                    # https://interactivebrokers.github.io/tws-api/message_codes.html#warning_codes
-                    # Attribute 'Outside Regular Trading Hours' is
-                    # " 'ignored based on the order type and
-                    # destination. PlaceOrder is now ' 'being
-                    # processed.',
-                    2109,
-
                     # XXX: lol this isn't even documented..
                     # 'No market data during competing live session'
                     1669,
                 }:
+                    log.error(
+                        f'Order-API-error which is non-cancel-causing ?!\n'
+                        f'\n'
+                        f'{pformat(err)}\n'
+                    )
                     continue
 
-                reqid: str = str(err['reqid'])
-                reason: str = err['reason']
-
                 if err['reqid'] == -1:
-                    log.error(f'TWS external order error:\n{pformat(err)}')
+                    log.error(
+                        f'TWS external order error ??\n'
+                        f'{pformat(err)}\n'
+                    )
 
                 flow: dict = dict(
                     flows.get(reqid)

piker/brokers/ib/feed.py

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

piker/brokers/kraken/api.py

@@ -34,6 +34,7 @@ import urllib.parse
 import hashlib
 import hmac
 import base64
+import tractor
 import trio
 
 from piker import config
@@ -372,8 +373,7 @@ class Client:
         #     1658347714, 'status': 'Success'}]}
 
         if xfers:
-            import tractor
+            await tractor.pause()
-            await tractor.pp()
 
         trans: dict[str, Transaction] = {}
         for entry in xfers:
@@ -501,7 +501,8 @@ class Client:
             for xkey, data in resp['result'].items():
 
                 # NOTE: always cache in pairs tables for faster lookup
-                pair = Pair(xname=xkey, **data)
+                with tractor.devx.maybe_open_crash_handler(): # as bxerr:
+                    pair = Pair(xname=xkey, **data)
 
                 # register the above `Pair` structs for all
                 # key-sets/monikers: a set of 4 (frickin) tables

piker/brokers/kraken/broker.py

@@ -175,9 +175,8 @@ async def handle_order_requests(
 
             case {
                 'account': 'kraken.spot' as account,
-                'action': action,
+                'action': 'buy'|'sell',
-            } if action in {'buy', 'sell'}:
+            }:
-
                 # validate
                 order = BrokerdOrder(**msg)
 
@@ -262,6 +261,12 @@ async def handle_order_requests(
                 } | extra
 
                 log.info(f'Submitting WS order request:\n{pformat(req)}')
+
+                # NOTE HOWTO, debug order requests
+                #
+                # if 'XRP' in pair:
+                #     await tractor.pause()
+
                 await ws.send_msg(req)
 
                 # placehold for sanity checking in relay loop
@@ -544,7 +549,7 @@ async def open_trade_dialog(
             # to be reloaded.
             balances: dict[str, float] = await client.get_balances()
 
-            verify_balances(
+            await verify_balances(
                 acnt,
                 src_fiat,
                 balances,
@@ -1085,6 +1090,8 @@ async def handle_order_updates(
                         f'Failed to {action} order {reqid}:\n'
                         f'{errmsg}'
                     )
+                    # if tractor._state.debug_mode():
+                    #     await tractor.pause()
 
                     symbol: str = 'N/A'
                     if chain := apiflows.get(reqid):

piker/brokers/kraken/symbols.py

@@ -21,7 +21,6 @@ Symbology defs and search.
 from decimal import Decimal
 
 import tractor
-from rapidfuzz import process as fuzzy
 
 from piker._cacheables import (
     async_lifo_cache,
@@ -41,8 +40,13 @@ from piker.accounting._mktinfo import (
 )
 
 
-# https://www.kraken.com/features/api#get-tradable-pairs
 class Pair(Struct):
+    '''
+    A tradable asset pair as schema-defined by,
+
+    https://docs.kraken.com/api/docs/rest-api/get-tradable-asset-pairs
+
+    '''
     xname: str  # idiotic bs_mktid equiv i guess?
     altname: str  # alternate pair name
     wsname: str  # WebSocket pair name (if available)
@@ -53,7 +57,6 @@ class Pair(Struct):
     lot: str  # volume lot size
 
     cost_decimals: int
-    costmin: float
     pair_decimals: int  # scaling decimal places for pair
     lot_decimals: int  # scaling decimal places for volume
 
@@ -79,6 +82,7 @@ class Pair(Struct):
     tick_size: float  # min price step size
     status: str
 
+    costmin: str|None = None  # XXX, only some mktpairs?
     short_position_limit: float = 0
     long_position_limit: float = float('inf')
 

piker/brokers/questrade.py

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

piker/clearing/_paper_engine.py

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

piker/data/_sampling.py

@@ -740,7 +740,7 @@ async def sample_and_broadcast(
 
                                 log.warning(
                                     f'Feed OVERRUN {sub_key}'
-                                    '@{bus.brokername} -> \n'
+                                    f'@{bus.brokername} -> \n'
                                     f'feed @ {chan.uid}\n'
                                     f'throttle = {throttle} Hz'
                                 )

piker/data/_symcache.py

@@ -31,6 +31,7 @@ from pathlib import Path
 from pprint import pformat
 from typing import (
     Any,
+    Callable,
     Sequence,
     Hashable,
     TYPE_CHECKING,
@@ -56,7 +57,7 @@ from piker.brokers import (
 )
 
 if TYPE_CHECKING:
-    from ..accounting import (
+    from piker.accounting import (
         Asset,
         MktPair,
     )
@@ -149,57 +150,68 @@ class SymbologyCache(Struct):
                     'Implement `Client.get_assets()`!'
                 )
 
-            if get_mkt_pairs := getattr(client, 'get_mkt_pairs', None):
+            get_mkt_pairs: Callable|None = getattr(
-
+                client,
-                pairs: dict[str, Struct] = await get_mkt_pairs()
+                'get_mkt_pairs',
-                for bs_fqme, pair in pairs.items():
+                None,
-
+            )
-                    # NOTE: every backend defined pair should
+            if not get_mkt_pairs:
-                    # declare it's ns path for roundtrip
-                    # serialization lookup.
-                    if not getattr(pair, 'ns_path', None):
-                        raise TypeError(
-                            f'Pair-struct for {self.mod.name} MUST define a '
-                            '`.ns_path: str`!\n'
-                            f'{pair}'
-                        )
-
-                    entry = await self.mod.get_mkt_info(pair.bs_fqme)
-                    if not entry:
-                        continue
-
-                    mkt: MktPair
-                    pair: Struct
-                    mkt, _pair = entry
-                    assert _pair is pair, (
-                        f'`{self.mod.name}` backend probably has a '
-                        'keying-symmetry problem between the pair-`Struct` '
-                        'returned from `Client.get_mkt_pairs()`and the '
-                        'module level endpoint: `.get_mkt_info()`\n\n'
-                        "Here's the struct diff:\n"
-                        f'{_pair - pair}'
-                    )
-                    # NOTE XXX: this means backends MUST implement
-                    # a `Struct.bs_mktid: str` field to provide
-                    # a native-keyed map to their own symbol
-                    # set(s).
-                    self.pairs[pair.bs_mktid] = pair
-
-                    # NOTE: `MktPair`s are keyed here using piker's
-                    # internal FQME schema so that search,
-                    # accounting and feed init can be accomplished
-                    # a sane, uniform, normalized basis.
-                    self.mktmaps[mkt.fqme] = mkt
-
-                self.pair_ns_path: str = tractor.msg.NamespacePath.from_ref(
-                    pair,
-                )
-
-            else:
                 log.warning(
                     'No symbology cache `Pair` support for `{provider}`..\n'
                     'Implement `Client.get_mkt_pairs()`!'
                 )
+                return self
+
+            pairs: dict[str, Struct] = await get_mkt_pairs()
+            if not pairs:
+                log.warning(
+                    'No pairs from intial {provider!r} sym-cache request?\n\n'
+                    '`Client.get_mkt_pairs()` -> {pairs!r} ?'
+                )
+                return self
+
+            for bs_fqme, pair in pairs.items():
+                if not getattr(pair, 'ns_path', None):
+                    # XXX: every backend defined pair must declare
+                    # a `.ns_path: tractor.NamespacePath` to enable
+                    # roundtrip serialization lookup from a local
+                    # cache file.
+                    raise TypeError(
+                        f'Pair-struct for {self.mod.name} MUST define a '
+                        '`.ns_path: str`!\n\n'
+                        f'{pair!r}'
+                    )
+
+                entry = await self.mod.get_mkt_info(pair.bs_fqme)
+                if not entry:
+                    continue
+
+                mkt: MktPair
+                pair: Struct
+                mkt, _pair = entry
+                assert _pair is pair, (
+                    f'`{self.mod.name}` backend probably has a '
+                    'keying-symmetry problem between the pair-`Struct` '
+                    'returned from `Client.get_mkt_pairs()`and the '
+                    'module level endpoint: `.get_mkt_info()`\n\n'
+                    "Here's the struct diff:\n"
+                    f'{_pair - pair}'
+                )
+                # NOTE XXX: this means backends MUST implement
+                # a `Struct.bs_mktid: str` field to provide
+                # a native-keyed map to their own symbol
+                # set(s).
+                self.pairs[pair.bs_mktid] = pair
+
+                # NOTE: `MktPair`s are keyed here using piker's
+                # internal FQME schema so that search,
+                # accounting and feed init can be accomplished
+                # a sane, uniform, normalized basis.
+                self.mktmaps[mkt.fqme] = mkt
+
+            self.pair_ns_path: str = tractor.msg.NamespacePath.from_ref(
+                pair,
+            )
 
         return self
 

piker/data/feed.py

@@ -786,7 +786,6 @@ async def install_brokerd_search(
 
 @acm
 async def maybe_open_feed(
-
     fqmes: list[str],
     loglevel: str | None = None,
 
@@ -840,13 +839,12 @@ async def maybe_open_feed(
 
 @acm
 async def open_feed(
-
     fqmes: list[str],
 
-    loglevel: str | None = None,
+    loglevel: str|None = None,
     allow_overruns: bool = True,
     start_stream: bool = True,
-    tick_throttle: float | None = None,  # Hz
+    tick_throttle: float|None = None,  # Hz
 
     allow_remote_ctl_ui: bool = False,
 

piker/data/flows.py

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

piker/data/validate.py

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

pyproject.toml

@@ -23,7 +23,7 @@ name = "piker"
 version = "0.1.0a0dev0"
 description = "trading gear for hackers"
 authors = [{ name = "Tyler Goodlet", email = "goodboy_foss@protonmail.com" }]
-requires-python = ">=3.12, <3.13"
+requires-python = ">=3.12"
 license = "AGPL-3.0-or-later"
 readme = "README.rst"
 keywords = [
@@ -39,8 +39,8 @@ classifiers = [
     "Operating System :: POSIX :: Linux",
     "Programming Language :: Python :: Implementation :: CPython",
     "Programming Language :: Python :: 3 :: Only",
-    "Programming Language :: Python :: 3.11",
     "Programming Language :: Python :: 3.12",
+    "Programming Language :: Python :: 3.13",
     "Intended Audience :: Financial and Insurance Industry",
     "Intended Audience :: Science/Research",
     "Intended Audience :: Developers",
@@ -49,13 +49,13 @@ classifiers = [
 dependencies = [
     "async-generator >=1.10, <2.0.0",
     "attrs >=23.1.0, <24.0.0",
-    "bidict >=0.22.1, <0.23.0",
+    "bidict >=0.23.1",
     "colorama >=0.4.6, <0.5.0",
     "colorlog >=6.7.0, <7.0.0",
     "ib-insync >=0.9.86, <0.10.0",
-    "numba >=0.59.0, <0.60.0",
+    "numpy>=2.0",
-    "numpy >=1.25, <2.0",
+    "polars >=0.20.6",
-    "polars >=0.18.13, <0.19.0",
+    "polars-fuzzy-match>=0.1.5",
     "pygments >=2.16.1, <3.0.0",
     "rich >=13.5.2, <14.0.0",
     "tomli >=2.0.1, <3.0.0",
@@ -63,21 +63,27 @@ dependencies = [
     "trio-util >=0.7.0, <0.8.0",
     "trio-websocket >=0.10.3, <0.11.0",
     "typer >=0.9.0, <1.0.0",
-    "rapidfuzz >=3.5.2, <4.0.0",
+    "trio >=0.27",
-    "pdbp >=1.5.0, <2.0.0",
+    "pendulum",
-    "trio >=0.24, <0.25",
-    "pendulum >=3.0.0, <4.0.0",
     "httpx >=0.27.0, <0.28.0",
     "cryptofeed >=2.4.0, <3.0.0",
-    "pyarrow >=17.0.0, <18.0.0",
+    "pyarrow>=18.0.0",
     "websockets ==12.0",
-    "msgspec",
+    "msgspec>=0.19.0,<0.20",
     "tractor",
-    "asyncvnc",
     "tomlkit",
+    "trio-typing>=0.10.0",
+    "numba>=0.61.0",
+    "pyvnc",
 ]
+# ------ dependencies ------
 
-[project.optional-dependencies]
+
+# TODO: add an `--only daemon` group for running non-ui / pikerd
+# service tree in distributed mode B)
+# https://docs.astral.sh/uv/concepts/projects/dependencies/#optional-dependencies
+
+[dependency-groups]
 uis = [
     # https://docs.astral.sh/uv/concepts/projects/dependencies/#optional-dependencies
     # TODO: make sure the levenshtein shit compiles on nix..
@@ -90,12 +96,11 @@ uis = [
     # for consideration,
     # - 'visidata'
 
-    # TODO: add an `--only daemon` group for running non-ui / pikerd
+    "qdarkstyle >=3.0.2, <4.0.0",
-    # service tree in distributed mode B)
+    "pyqt6 >=6.7.0, <7.0.0",
-    # https://docs.astral.sh/uv/concepts/projects/dependencies/#optional-dependencies
+    "pyqtgraph",
 ]
 
-[dependency-groups]
 # TODO: a toolset that makes debugging a `pikerd` service (tree) easy
 # to hack on directly using more or less the local env:
 # - xonsh + xxh
@@ -104,31 +109,92 @@ uis = [
 #
 # console ehancements and eventually remote debugging extras/helpers.
 # use `uv --dev` to enable
-dev = [
+repl = [
-    "pytest >=6.0.0, <7.0.0",
+  # debug
-    "elasticsearch >=8.9.0, <9.0.0",
+  "pdbp >=1.5.0, <2.0.0",
-    "xonsh >=0.14.2, <0.15.0",
-    "prompt-toolkit ==3.0.40",
-    "cython >=3.0.0, <4.0.0",
     "greenback >=1.1.1, <2.0.0",
-    "ruff>=0.9.6",
+  "xonsh",
+    "prompt-toolkit ==3.0.40",
+    "pyperclip>=1.9.0",
+
 ]
+testing = [
+  "pytest",
+]
+de = [
+  # DE-specific
+  "i3ipc>=2.2.1",
+]
+dev = [
+  # https://docs.astral.sh/uv/concepts/projects/dependencies/#development-dependencies
+  "cython >=3.0.0, <4.0.0",
+
+  # nested deps-groups
+  # https://docs.astral.sh/uv/concepts/projects/dependencies/#nesting-groups
+  {include-group = 'uis'},
+  {include-group = 'repl'},
+  {include-group = 'testing'},
+  {include-group = 'de'},
+]
+lint = [
+  # XXX, with flake.nix needs to be from nixpkgs
+  "ruff>=0.9.6" 
+  #
+  # ^TODO? these markers don't work; use deps-flags for now?
+  # ; os_name != 'nixos' and platform_system != 'NixOS'",
+  # ; defined('IN_NIX_SHELL')",
+]
+dbs = [
+  "elasticsearch >=8.9.0, <9.0.0",
+]
+# ------ dependency-groups ------
+
+
+[tool.pytest.ini_options]
+# https://docs.pytest.org/en/stable/reference/reference.html#configuration-options
+testpaths = [
+    "tests",
+]
+# https://docs.pytest.org/en/stable/reference/reference.html#confval-console_output_style
+console_output_style = 'progress'
+
+# https://docs.pytest.org/en/stable/how-to/plugins.html#disabling-plugins-from-autoloading
+# https://docs.pytest.org/en/stable/how-to/plugins.html#deactivating-unregistering-a-plugin-by-name
+addopts = '-p no:xonsh'
+# ------ tool.pytest ------
+
 
 [project.scripts]
 piker = "piker.cli:cli"
 pikerd = "piker.cli:pikerd"
 ledger = "piker.accounting.cli:ledger"
+# ------ project.scripts ------
 
 [tool.hatch.build.targets.sdist]
 include = ["piker"]
-
 [tool.hatch.build.targets.wheel]
 include = ["piker"]
+# ------ tool.hatch ------
+
+
+# TODO? move to a `uv.toml`?
+[tool.uv]
+python-preference = 'system'
+python-downloads = 'manual'
+# https://docs.astral.sh/uv/concepts/projects/dependencies/#default-groups
+default-groups = ['uis', 'dev']
+# ------ tool.uv ------
+
 
 [tool.uv.sources]
 pyqtgraph = { git = "https://github.com/pikers/pyqtgraph.git" }
-asyncvnc = { git = "https://github.com/pikers/asyncvnc.git", branch = "main" }
 tomlkit = { git = "https://github.com/pikers/tomlkit.git", branch ="piker_pin" }
-msgspec = { git = "https://github.com/jcrist/msgspec.git" }
+pyvnc = { git = "https://github.com/regulad/pyvnc.git" }
-tractor = { git = "https://pikers.dev/goodboy/tractor", branch = "piker_pin" }
+
+# XXX since, we're like, always hacking new shite all-the-time. Bp
+tractor = { git = "https://github.com/goodboy/tractor.git", branch ="piker_pin" }
+# tractor = { git = "https://pikers.dev/goodboy/tractor", branch = "piker_pin" }
+# tractor = { git = "https://pikers.dev/goodboy/tractor", branch = "main" }
+# ------ goodboy ------
+# hackin dev-envs, usually there's something new he's hackin in..
 # tractor = { path = "../tractor", editable = true }

ruff.toml

@@ -62,8 +62,9 @@ ignore-init-module-imports = false
 fixable = ["ALL"]
 unfixable = []
 
+# TODO? uhh why no work!?
 # Allow unused variables when underscore-prefixed.
-dummy-variable-rgx = "^(_+|(_+[a-zA-Z0-9_]*[a-zA-Z0-9]+?))$"
+# dummy-variable-rgx = "^(_+|(_+[a-zA-Z0-9_]*[a-zA-Z0-9]+?))$"
 
 [format]
 # Use single quotes in `ruff format`.