Official service-mngr to `tractor.hilevel` move

Such that we maintain that subsys in the actor-runtime repo (with
hopefully an extensive test suite XD).

Port deats,
- rewrite `open_service_mngr()` as a thin wrapper that delegates into
  the new `tractor.hilevel.open_service_mngr()` but with maintenance of
  the `Services` class-singleton for now.
- port `.service._daemon` usage to the new
  `ServiceMngr.start_service_ctx()` a rename from
  `.start_service_task()` which is now likely destined for the soon
  supported `tractor.trionics.TaskMngr` nursery extension.
- ref the new `ServiceMngr.an: ActorNursery` instance var name.

Other,
- always enable the `tractor.pause_from_sync()` support via `greenback`
  whenever `debug_mode` is set at `pikerd` init.

README.rst

@@ -1,162 +1,161 @@
 piker
 -----
-trading gear for hackers.
+trading gear for hackers
 
 |gh_actions|
 
 .. |gh_actions| image:: https://img.shields.io/endpoint.svg?url=https%3A%2F%2Factions-badge.atrox.dev%2Fpikers%2Fpiker%2Fbadge&style=popout-square
     :target: https://actions-badge.atrox.dev/piker/pikers/goto
 
-``piker`` is a broker agnostic, next-gen FOSS toolset for real-time
-computational trading targeted at `hardcore Linux users <comp_trader>`_ .
+``piker`` is a broker agnostic, next-gen FOSS toolset and runtime for
+real-time computational trading targeted at `hardcore Linux users
+<comp_trader>`_ .
 
-we use as much bleeding edge tech as possible including (but not limited to):
+we use much bleeding edge tech including (but not limited to):
 
 - latest python for glue_
-- trio_ & tractor_ for our distributed, multi-core, real-time streaming
-  `structured concurrency`_ runtime B)
-- Qt_ for pristine high performance UIs
-- pyqtgraph_ for real-time charting
-- ``polars`` ``numpy`` and ``numba`` for `fast numerics`_
-- `apache arrow and parquet`_ for time series history management
-  persistence and sharing
-- (prototyped) techtonicdb_ for L2 book storage
+- uv_ for packaging and distribution
+- trio_ & tractor_ for our distributed `structured concurrency`_ runtime
+- Qt_ for pristine low latency UIs
+- pyqtgraph_ (which we've extended) for real-time charting and graphics
+- ``polars`` ``numpy`` and ``numba`` for redic `fast numerics`_
+- `apache arrow and parquet`_ for time-series storage
 
-.. |travis| image:: https://img.shields.io/travis/pikers/piker/master.svg
-    :target: https://travis-ci.org/pikers/piker
+potential projects we might integrate with soon,
+
+- (already prototyped in ) techtonicdb_ for L2 book storage
+
+.. _comp_trader: https://jfaleiro.wordpress.com/2019/10/09/computational-trader/
+.. _glue: https://numpy.org/doc/stable/user/c-info.python-as-glue.html#using-python-as-glue
+.. _uv: https://docs.astral.sh/uv/
 .. _trio: https://github.com/python-trio/trio
 .. _tractor: https://github.com/goodboy/tractor
 .. _structured concurrency: https://trio.discourse.group/
-.. _marketstore: https://github.com/alpacahq/marketstore
-.. _techtonicdb: https://github.com/0b01/tectonicdb
 .. _Qt: https://www.qt.io/
 .. _pyqtgraph: https://github.com/pyqtgraph/pyqtgraph
-.. _glue: https://numpy.org/doc/stable/user/c-info.python-as-glue.html#using-python-as-glue
 .. _apache arrow and parquet: https://arrow.apache.org/faq/
 .. _fast numerics: https://zerowithdot.com/python-numpy-and-pandas-performance/
-.. _comp_trader: https://jfaleiro.wordpress.com/2019/10/09/computational-trader/
+.. _techtonicdb: https://github.com/0b01/tectonicdb
 
 
-focus and features:
-*******************
-- 100% federated: your code, your hardware, your data feeds, your broker fills.
-- zero web: low latency, native software that doesn't try to re-invent the OS
-- maximal **privacy**: prevent brokers and mms from knowing your
-  planz; smack their spreads with dark volume.
-- zero clutter: modal, context oriented UIs that echew minimalism, reduce
-  thought noise and encourage un-emotion.
-- first class parallelism: built from the ground up on next-gen structured concurrency
-  primitives.
-- traders first: broker/exchange/asset-class agnostic
-- systems grounded: real-time financial signal processing that will
-  make any queuing or DSP eng juice their shorts.
-- non-tina UX: sleek, powerful keyboard driven interaction with expected use in tiling wms
-- data collaboration: every process and protocol is multi-host scalable.
-- fight club ready: zero interest in adoption by suits; no corporate friendly license, ever.
+focus and feats:
+****************
+fitting with these tenets, we're always open to new
+framework/lib/service interop suggestions and ideas!
 
-fitting with these tenets, we're always open to new framework suggestions and ideas.
+- **100% federated**:
+  your code, your hardware, your data feeds, your broker fills.
 
-building the best looking, most reliable, keyboard friendly trading
-platform is the dream; join the cause.
+- **zero web**:
+  low latency as a prime objective, native UIs and modern IPC
+  protocols without trying to re-invent the "OS-as-an-app"..
+
+- **maximal privacy**:
+  prevent brokers and mms from knowing your planz; smack their
+  spreads with dark volume from a VPN tunnel.
+
+- **zero clutter**:
+  modal, context oriented UIs that echew minimalism, reduce thought
+  noise and encourage un-emotion.
+
+- **first class parallelism**:
+  built from the ground up on a next-gen structured concurrency
+  supervision sys.
+
+- **traders first**:
+  broker/exchange/venue/asset-class/money-sys agnostic
+
+- **systems grounded**:
+  real-time financial signal processing (fsp) that will make any
+  queuing or DSP eng juice their shorts.
+
+- **non-tina UX**:
+  sleek, powerful keyboard driven interaction with expected use in
+  tiling wms (or maybe even a DDE).
+
+- **data collab at scale**:
+  every actor-process and protocol is multi-host aware.
+
+- **fight club ready**:
+  zero interest in adoption by suits; no corporate friendly license,
+  ever.
+
+building the hottest looking, fastest, most reliable, keyboard
+friendly FOSS trading platform is the dream; join the cause.
 
 
-sane install with `poetry`
-**************************
-TODO!
+a sane install with `uv`
+************************
+bc why install with `python` when you can faster with `rust` ::
 
-
-rigorous install on ``nixos`` using ``poetry2nix``
-**************************************************
-TODO!
+    uv lock
 
 
 hacky install on nixos
 **********************
-`NixOS` is our core devs' distro of choice for which we offer
+``NixOS`` is our core devs' distro of choice for which we offer
 a stringently defined development shell envoirment that can be loaded with::
 
-    nix-shell develop.nix
-
-this will setup the required python environment to run piker, make sure to
-run::
-
-    pip install -r requirements.txt -e .
-
-once after loading the shell
+    nix-shell default.nix
 
 
-install wild-west style via `pip`
-*********************************
-``piker`` is currently under heavy pre-alpha development and as such
-should be cloned from this repo and hacked on directly.
+start a chart
+*************
+run a realtime OHLCV chart stand-alone::
 
-for a development install::
+    piker -l info chart btcusdt.spot.binance xmrusdt.spot.kraken
 
-    git clone git@github.com:pikers/piker.git
-    cd piker
-    virtualenv env
-    source ./env/bin/activate
-    pip install -r requirements.txt -e .
+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
+a daemon (`pikerd` - see below) means there is an implicit spawning of the
+multi-actor-runtime (implemented as a `tractor` app).
+
+For additional subsystem feats available through our chart UI see the
+various sub-readmes:
+
+- order control using a mouse-n-keyboard UX B)
+- cross venue market-pair (what most call "symbol") search, select, overlay Bo
+- financial-signal-processing (`piker.fsp`) write-n-reload to sub-chart BO
+- src-asset derivatives scan for anal, like the infamous "max pain" XO
 
 
-check out our charts
-********************
-bet you weren't expecting this from the foss::
-
-    piker -l info -b kraken -b binance chart btcusdt.binance --pdb
-
-
-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
-connect to it::
+spawn a daemon standalone
+*************************
+we call the root actor-process the ``pikerd``. it can be (and is
+recommended normally to be) started separately from the ``piker
+chart`` program::
 
     pikerd -l info --pdb
 
+the daemon does nothing until a ``piker``-client (like ``piker
+chart``) connects and requests some particular sub-system. for
+a connecting chart ``pikerd`` will spawn and manage at least,
 
-connect your chart::
+- a data-feed daemon: ``datad`` which does all the work of comms with
+  the backend provider (in this case the ``binance`` cex).
+- a paper-trading engine instance, ``paperboi.binance``, (if no live
+  account has been configured) which allows for auto/manual order
+  control against the live quote stream.
 
-    piker -l info -b kraken -b binance chart xmrusdt.binance --pdb
+*using* an actor-service (aka micro-daemon) manager which dynamically
+supervises various sub-subsystems-as-services throughout the ``piker``
+runtime-stack.
 
+now you can (implicitly) connect your chart::
 
-enjoy persistent real-time data feeds tied to daemon lifetime. the next
-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``.
+    piker chart btcusdt.spot.binance
+
+since ``pikerd`` was started separately you can now enjoy a persistent
+real-time data stream tied to the daemon-tree's lifetime. i.e. the next
+time you spawn a chart it will obviously not only load much faster
+(since the underlying ``datad.binance`` is left running with its
+in-memory IPC data structures) but also the data-feed and any order
+mgmt states should be persistent until you finally cancel ``pikerd``.
 
 
 if anyone asks you what this project is about
 *********************************************
-you don't talk about it.
+you don't talk about it; just use it.
 
 
 how do i get involved?
@@ -166,6 +165,15 @@ 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!
+i mean we want/need them but building the core right has been higher
+prio then marketting (and likely will stay that way Bp).
+
+soo, suck it up bc,
+
+- no one is trying to sell you on anything
+- learning the code base is prolly way more valuable
+- the UI/UXs are intended to be "intuitive" for any hacker..
+
+we obviously need tonz help so if you want to start somewhere and
+can't necessarily write "advanced" concurrent python/rust code, this
+helping document literally anything might be the place for you!

default.nix

@@ -0,0 +1,134 @@
+with (import <nixpkgs> {});
+let
+  glibStorePath = lib.getLib glib;
+  zlibStorePath = lib.getLib zlib;
+  zstdStorePath = lib.getLib zstd;
+  dbusStorePath = lib.getLib dbus;
+  libGLStorePath = lib.getLib libGL;
+  freetypeStorePath = lib.getLib freetype;
+  qt6baseStorePath = lib.getLib qt6.qtbase;
+  fontconfigStorePath = lib.getLib fontconfig;
+  libxkbcommonStorePath = lib.getLib libxkbcommon;
+  xcbutilcursorStorePath = lib.getLib xcb-util-cursor;
+
+  qtpyStorePath = lib.getLib python312Packages.qtpy;
+  pyqt6StorePath = lib.getLib python312Packages.pyqt6;
+  pyqt6SipStorePath = lib.getLib python312Packages.pyqt6-sip;
+  rapidfuzzStorePath = lib.getLib python312Packages.rapidfuzz;
+  qdarkstyleStorePath = lib.getLib python312Packages.qdarkstyle;
+
+  xorgLibX11StorePath = lib.getLib xorg.libX11;
+  xorgLibxcbStorePath = lib.getLib xorg.libxcb;
+  xorgxcbutilwmStorePath = lib.getLib xorg.xcbutilwm;
+  xorgxcbutilimageStorePath = lib.getLib xorg.xcbutilimage;
+  xorgxcbutilerrorsStorePath = lib.getLib xorg.xcbutilerrors;
+  xorgxcbutilkeysymsStorePath = lib.getLib xorg.xcbutilkeysyms;
+  xorgxcbutilrenderutilStorePath = lib.getLib xorg.xcbutilrenderutil;
+in
+stdenv.mkDerivation {
+  name = "piker-qt6-uv";
+  buildInputs = [
+    # System requirements.
+    glib
+    zlib
+    dbus
+    zstd
+    libGL
+    freetype
+    qt6.qtbase
+    libgcc.lib
+    fontconfig
+    libxkbcommon
+
+    # Xorg requirements
+    xcb-util-cursor
+    xorg.libxcb
+    xorg.libX11
+    xorg.xcbutilwm
+    xorg.xcbutilimage
+    xorg.xcbutilerrors
+    xorg.xcbutilkeysyms
+    xorg.xcbutilrenderutil
+
+    # Python requirements.
+    python312Full
+    python312Packages.uv
+    python312Packages.qdarkstyle
+    python312Packages.rapidfuzz
+    python312Packages.pyqt6
+    python312Packages.qtpy
+  ];
+  src = null;
+  shellHook = ''
+    set -e
+
+    # Set the Qt plugin path
+    # export QT_DEBUG_PLUGINS=1
+
+    QTBASE_PATH="${qt6baseStorePath}/lib"
+    QT_PLUGIN_PATH="$QTBASE_PATH/qt-6/plugins"
+    QT_QPA_PLATFORM_PLUGIN_PATH="$QT_PLUGIN_PATH/platforms"
+
+    LIB_GCC_PATH="${libgcc.lib}/lib"
+    GLIB_PATH="${glibStorePath}/lib"
+    ZSTD_PATH="${zstdStorePath}/lib"
+    ZLIB_PATH="${zlibStorePath}/lib"
+    DBUS_PATH="${dbusStorePath}/lib"
+    LIBGL_PATH="${libGLStorePath}/lib"
+    FREETYPE_PATH="${freetypeStorePath}/lib"
+    FONTCONFIG_PATH="${fontconfigStorePath}/lib"
+    LIB_XKB_COMMON_PATH="${libxkbcommonStorePath}/lib"
+
+    XCB_UTIL_CURSOR_PATH="${xcbutilcursorStorePath}/lib"
+    XORG_LIB_X11_PATH="${xorgLibX11StorePath}/lib"
+    XORG_LIB_XCB_PATH="${xorgLibxcbStorePath}/lib"
+    XORG_XCB_UTIL_IMAGE_PATH="${xorgxcbutilimageStorePath}/lib"
+    XORG_XCB_UTIL_WM_PATH="${xorgxcbutilwmStorePath}/lib"
+    XORG_XCB_UTIL_RENDER_UTIL_PATH="${xorgxcbutilrenderutilStorePath}/lib"
+    XORG_XCB_UTIL_KEYSYMS_PATH="${xorgxcbutilkeysymsStorePath}/lib"
+    XORG_XCB_UTIL_ERRORS_PATH="${xorgxcbutilerrorsStorePath}/lib"
+
+    LD_LIBRARY_PATH="$LD_LIBRARY_PATH:$QTBASE_PATH"
+    LD_LIBRARY_PATH="$LD_LIBRARY_PATH:$QT_PLUGIN_PATH"
+    LD_LIBRARY_PATH="$LD_LIBRARY_PATH:$QT_QPA_PLATFORM_PLUGIN_PATH"
+
+    LD_LIBRARY_PATH="$LD_LIBRARY_PATH:$LIB_GCC_PATH"
+    LD_LIBRARY_PATH="$LD_LIBRARY_PATH:$DBUS_PATH"
+    LD_LIBRARY_PATH="$LD_LIBRARY_PATH:$GLIB_PATH"
+    LD_LIBRARY_PATH="$LD_LIBRARY_PATH:$ZLIB_PATH"
+    LD_LIBRARY_PATH="$LD_LIBRARY_PATH:$ZSTD_PATH"
+    LD_LIBRARY_PATH="$LD_LIBRARY_PATH:$LIBGL_PATH"
+    LD_LIBRARY_PATH="$LD_LIBRARY_PATH:$FONTCONFIG_PATH"
+    LD_LIBRARY_PATH="$LD_LIBRARY_PATH:$FREETYPE_PATH"
+    LD_LIBRARY_PATH="$LD_LIBRARY_PATH:$LIB_XKB_COMMON_PATH"
+
+    LD_LIBRARY_PATH="$LD_LIBRARY_PATH:$XCB_UTIL_CURSOR_PATH"
+    LD_LIBRARY_PATH="$LD_LIBRARY_PATH:$XORG_LIB_X11_PATH"
+    LD_LIBRARY_PATH="$LD_LIBRARY_PATH:$XORG_LIB_XCB_PATH"
+    LD_LIBRARY_PATH="$LD_LIBRARY_PATH:$XORG_XCB_UTIL_IMAGE_PATH"
+    LD_LIBRARY_PATH="$LD_LIBRARY_PATH:$XORG_XCB_UTIL_WM_PATH"
+    LD_LIBRARY_PATH="$LD_LIBRARY_PATH:$XORG_XCB_UTIL_RENDER_UTIL_PATH"
+    LD_LIBRARY_PATH="$LD_LIBRARY_PATH:$XORG_XCB_UTIL_KEYSYMS_PATH"
+    LD_LIBRARY_PATH="$LD_LIBRARY_PATH:$XORG_XCB_UTIL_ERRORS_PATH"
+
+    export LD_LIBRARY_PATH
+
+    RPDFUZZ_PATH="${rapidfuzzStorePath}/lib/python3.12/site-packages"
+    QDRKSTYLE_PATH="${qdarkstyleStorePath}/lib/python3.12/site-packages"
+    QTPY_PATH="${qtpyStorePath}/lib/python3.12/site-packages"
+    PYQT6_PATH="${pyqt6StorePath}/lib/python3.12/site-packages"
+    PYQT6_SIP_PATH="${pyqt6SipStorePath}/lib/python3.12/site-packages"
+
+    PATCH="$PATCH:$RPDFUZZ_PATH"
+    PATCH="$PATCH:$QDRKSTYLE_PATH"
+    PATCH="$PATCH:$QTPY_PATH"
+    PATCH="$PATCH:$PYQT6_PATH"
+    PATCH="$PATCH:$PYQT6_SIP_PATH"
+
+    export PATCH
+
+    # Install deps
+    uv lock
+
+  '';
+}

piker/brokers/_daemon.py

@@ -23,6 +23,7 @@ from __future__ import annotations
 from contextlib import (
     asynccontextmanager as acm,
 )
+from functools import partial
 from types import ModuleType
 from typing import (
     TYPE_CHECKING,
@@ -190,14 +191,17 @@ def broker_init(
 
 
 async def spawn_brokerd(
-
     brokername: str,
     loglevel: str | None = None,
 
     **tractor_kwargs,
 
 ) -> bool:
+    '''
+    Spawn a `brokerd.<backendname>` subactor service daemon
+    using `pikerd`'s service mngr.
 
+    '''
     from piker.service._util import log  # use service mngr log
     log.info(f'Spawning {brokername} broker daemon')
 
@@ -217,27 +221,35 @@ async def spawn_brokerd(
 
     # ask `pikerd` to spawn a new sub-actor and manage it under its
     # actor nursery
-    from piker.service import Services
-
+    from piker.service import (
+        get_service_mngr,
+        ServiceMngr,
+    )
     dname: str = tractor_kwargs.pop('name')  # f'brokerd.{brokername}'
-    portal = await Services.actor_n.start_actor(
-        dname,
-        enable_modules=_data_mods + tractor_kwargs.pop('enable_modules'),
-        debug_mode=Services.debug_mode,
+    mngr: ServiceMngr = get_service_mngr()
+    ctx: tractor.Context = await mngr.start_service(
+        daemon_name=dname,
+        ctx_ep=partial(
+            # signature of target root-task endpoint
+            daemon_fixture_ep,
+
+            # passed to daemon_fixture_ep(**kwargs)
+            brokername=brokername,
+            loglevel=loglevel,
+        ),
+        debug_mode=mngr.debug_mode,
+        loglevel=loglevel,
+        enable_modules=(
+            _data_mods
+            +
+            tractor_kwargs.pop('enable_modules')
+        ),
         **tractor_kwargs
     )
-
-    # NOTE: the service mngr expects an already spawned actor + its
-    # portal ref in order to do non-blocking setup of brokerd
-    # service nursery.
-    await Services.start_service_task(
-        dname,
-        portal,
-
-        # signature of target root-task endpoint
-        daemon_fixture_ep,
-        brokername=brokername,
-        loglevel=loglevel,
+    assert (
+        not ctx.cancel_called
+        and ctx.portal  # parent side
+        and dname in ctx.chan.uid  # subactor is named as desired
     )
     return True
 
@@ -262,8 +274,7 @@ async def maybe_spawn_brokerd(
     from piker.service import maybe_spawn_daemon
 
     async with maybe_spawn_daemon(
-
-        f'brokerd.{brokername}',
+        service_name=f'brokerd.{brokername}',
         service_task_target=spawn_brokerd,
         spawn_args={
             'brokername': brokername,

piker/brokers/binance/api.py

@@ -567,6 +567,7 @@ class Client:
     ) -> str:
         return {
             'USDTM': 'usdtm_futes',
+            'SPOT': 'spot',
             # 'COINM': 'coin_futes',
             # ^-TODO-^ bc someone might want it..?
         }[pair.venue]

piker/brokers/binance/feed.py

@@ -42,7 +42,6 @@ from trio_typing import TaskStatus
 from pendulum import (
     from_timestamp,
 )
-from rapidfuzz import process as fuzzy
 import numpy as np
 import tractor
 
@@ -111,6 +110,7 @@ class AggTrade(Struct, frozen=True):
 
 async def stream_messages(
     ws: NoBsWs,
+
 ) -> AsyncGenerator[NoBsWs, dict]:
 
     # TODO: match syntax here!
@@ -221,6 +221,8 @@ def make_sub(pairs: list[str], sub_name: str, uid: int) -> dict[str, str]:
     }
 
 
+# TODO, why aren't frame resp `log.info()`s showing in upstream
+# code?!
 @acm
 async def open_history_client(
     mkt: MktPair,
@@ -463,6 +465,8 @@ async def stream_quotes(
     ):
         init_msgs: list[FeedInit] = []
         for sym in symbols:
+            mkt: MktPair
+            pair: Pair
             mkt, pair = await get_mkt_info(sym)
 
             # build out init msgs according to latest spec
@@ -511,7 +515,6 @@ async def stream_quotes(
 
             # start streaming
             async for typ, quote in msg_gen:
-
                 # period = time.time() - last
                 # hz = 1/period if period else float('inf')
                 # if hz > 60:
@@ -547,7 +550,7 @@ async def open_symbol_search(
                 )
 
                 # repack in fqme-keyed table
-                byfqme: dict[start, Pair] = {}
+                byfqme: dict[str, Pair] = {}
                 for pair in pairs.values():
                     byfqme[pair.bs_fqme] = pair
 

piker/brokers/binance/venues.py

@@ -181,7 +181,6 @@ class FutesPair(Pair):
     quoteAsset: str  # 'USDT',
     quotePrecision: int  # 8,
     requiredMarginPercent: float  # '5.0000',
-    settlePlan: int  # 0,
     timeInForce: list[str]  # ['GTC', 'IOC', 'FOK', 'GTX'],
     triggerProtect: float  # '0.0500',
     underlyingSubType: list[str]  # ['PoW'],

piker/brokers/kucoin.py

@@ -62,7 +62,7 @@ from piker._cacheables import (
 )
 from piker.log import get_logger
 from piker.data.validate import FeedInit
-from piker.types import Struct
+from piker.types import Struct  # NOTE, this is already a `tractor.msg.Struct`
 from piker.data import (
     def_iohlcv_fields,
     match_from_pairs,
@@ -98,9 +98,18 @@ class KucoinMktPair(Struct, frozen=True):
     def size_tick(self) -> Decimal:
         return Decimal(str(self.quoteMinSize))
 
+    callauctionFirstStageStartTime: None|float
+    callauctionIsEnabled: bool
+    callauctionPriceCeiling: float|None
+    callauctionPriceFloor: float|None
+    callauctionSecondStageStartTime: float|None
+    callauctionThirdStageStartTime: float|None
+
     enableTrading: bool
+    feeCategory: int
     feeCurrency: str
     isMarginEnabled: bool
+    makerFeeCoefficient: float
     market: str
     minFunds: float
     name: str
@@ -110,7 +119,10 @@ class KucoinMktPair(Struct, frozen=True):
     quoteIncrement: float
     quoteMaxSize: float
     quoteMinSize: float
+    st: bool
     symbol: str  # our bs_mktid, kucoin's internal id
+    takerFeeCoefficient: float
+    tradingStartTime: float|None
 
 
 class AccountTrade(Struct, frozen=True):
@@ -392,7 +404,13 @@ class Client:
         pairs: dict[str, KucoinMktPair] = {}
         fqmes2mktids: bidict[str, str] = bidict()
         for item in entries:
-            pair = pairs[item['name']] = KucoinMktPair(**item)
+            try:
+                pair = pairs[item['name']] = KucoinMktPair(**item)
+            except TypeError as te:
+                raise TypeError(
+                    '`KucoinMktPair` and reponse fields do not match ??\n'
+                    f'{KucoinMktPair.fields_diff(item)}\n'
+                ) from te
             fqmes2mktids[
                 item['name'].lower().replace('-', '')
             ] = pair.name
@@ -593,7 +611,7 @@ async def get_client() -> AsyncGenerator[Client, None]:
     '''
     async with (
         httpx.AsyncClient(
-            base_url=f'https://api.kucoin.com/api',
+            base_url='https://api.kucoin.com/api',
         ) as trio_client,
     ):
         client = Client(httpx_client=trio_client)
@@ -637,7 +655,7 @@ async def open_ping_task(
                 await trio.sleep((ping_interval - 1000) / 1000)
                 await ws.send_msg({'id': connect_id, 'type': 'ping'})
 
-        log.info('Starting ping task for kucoin ws connection')
+        log.warning('Starting ping task for kucoin ws connection')
         n.start_soon(ping_server)
 
         yield
@@ -649,9 +667,14 @@ async def open_ping_task(
 async def get_mkt_info(
     fqme: str,
 
-) -> tuple[MktPair, KucoinMktPair]:
+) -> tuple[
+    MktPair,
+    KucoinMktPair,
+]:
     '''
-    Query for and return a `MktPair` and `KucoinMktPair`.
+    Query for and return both a `piker.accounting.MktPair` and
+    `KucoinMktPair` from provided `fqme: str`
+    (fully-qualified-market-endpoint).
 
     '''
     async with open_cached_client('kucoin') as client:
@@ -726,6 +749,8 @@ async def stream_quotes(
 
         log.info(f'Starting up quote stream(s) for {symbols}')
         for sym_str in symbols:
+            mkt: MktPair
+            pair: KucoinMktPair
             mkt, pair = await get_mkt_info(sym_str)
             init_msgs.append(
                 FeedInit(mkt_info=mkt)
@@ -733,7 +758,11 @@ async def stream_quotes(
 
         ws: NoBsWs
         token, ping_interval = await client._get_ws_token()
-        connect_id = str(uuid4())
+        log.info('API reported ping_interval: {ping_interval}\n')
+
+        connect_id: str = str(uuid4())
+        typ: str
+        quote: dict
         async with (
             open_autorecon_ws(
                 (
@@ -747,20 +776,37 @@ async def stream_quotes(
                 ),
             ) as ws,
             open_ping_task(ws, ping_interval, connect_id),
-            aclosing(stream_messages(ws, sym_str)) as msg_gen,
+            aclosing(
+                iter_normed_quotes(
+                    ws, sym_str
+                )
+            ) as iter_quotes,
         ):
-            typ, quote = await anext(msg_gen)
+            typ, quote = await anext(iter_quotes)
 
-            while typ != 'trade':
-                # take care to not unblock here until we get a real
-                # trade quote
-                typ, quote = await anext(msg_gen)
+            # take care to not unblock here until we get a real
+            # trade quote?
+            # ^TODO, remove this right?
+            # -[ ] what often blocks chart boot/new-feed switching
+            #   since we'ere waiting for a live quote instead of just
+            #   loading history afap..
+            #  |_ XXX, not sure if we require a bit of rework to core
+            #    feed init logic or if backends justg gotta be
+            #    changed up.. feel like there was some causality
+            #    dilema prolly only seen with IB too..
+            # while typ != 'trade':
+            #     typ, quote = await anext(iter_quotes)
 
             task_status.started((init_msgs, quote))
             feed_is_live.set()
 
-            async for typ, msg in msg_gen:
-                await send_chan.send({sym_str: msg})
+            # XXX NOTE, DO NOT include the `.<backend>` suffix!
+            # OW the sampling loop will not broadcast correctly..
+            # since `bus._subscribers.setdefault(bs_fqme, set())`
+            # is used inside `.data.open_feed_bus()` !!!
+            topic: str = mkt.bs_fqme
+            async for typ, quote in iter_quotes:
+                await send_chan.send({topic: quote})
 
 
 @acm
@@ -815,7 +861,7 @@ async def subscribe(
             )
 
 
-async def stream_messages(
+async def iter_normed_quotes(
     ws: NoBsWs,
     sym: str,
 
@@ -846,6 +892,9 @@ async def stream_messages(
 
                 yield 'trade', {
                     'symbol': sym,
+                    # TODO, is 'last' even used elsewhere/a-good
+                    # semantic? can't we just read the ticks with our
+                    # .data.ticktools.frame_ticks()`/
                     'last': trade_data.price,
                     'brokerd_ts': last_trade_ts,
                     'ticks': [
@@ -938,7 +987,7 @@ async def open_history_client(
             if end_dt is None:
                 inow = round(time.time())
 
-                print(
+                log.debug(
                     f'difference in time between load and processing'
                     f'{inow - times[-1]}'
                 )

piker/clearing/README.rst

@@ -0,0 +1,49 @@
+piker.clearing
+______________
+trade execution-n-control subsys for both live and paper trading as
+well as algo-trading manual override/interaction across any backend
+broker and data provider.
+
+avail UIs
+*********
+
+order ctl
+---------
+the `piker.clearing` subsys is exposed mainly though
+the `piker chart` GUI as a "chart trader" style UX and
+is automatically enabled whenever a chart is opened.
+
+.. ^TODO, more prose here!
+
+the "manual" order control features are exposed via the
+`piker.ui.order_mode` API and can pretty much always be
+used (at least) in simulated-trading mode, aka "paper"-mode, and
+the micro-manual is as follows:
+
+``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
+
+
+position (pp) mgmt
+------------------
+you can also configure your position allocation limits from the
+sidepane.
+
+.. ^TODO, explain and provide tut once more refined!

piker/cli/__init__.py

@@ -335,7 +335,7 @@ def services(config, tl, ports):
                 name='service_query',
                 loglevel=config['loglevel'] if tl else None,
             ),
-            tractor.get_arbiter(
+            tractor.get_registry(
                 host=host,
                 port=ports[0]
             ) as portal

piker/config.py

@@ -104,14 +104,15 @@ def get_app_dir(
     # `tractor`) with the testing dir and check for it whenever we
     # detect `pytest` is being used (which it isn't under normal
     # operation).
-    if "pytest" in sys.modules:
-        import tractor
-        actor = tractor.current_actor(err_on_no_runtime=False)
-        if actor:  # runtime is up
-            rvs = tractor._state._runtime_vars
-            testdirpath = Path(rvs['piker_vars']['piker_test_dir'])
-            assert testdirpath.exists(), 'piker test harness might be borked!?'
-            app_name = str(testdirpath)
+    # if "pytest" in sys.modules:
+    #     import tractor
+    #     actor = tractor.current_actor(err_on_no_runtime=False)
+    #     if actor:  # runtime is up
+    #         rvs = tractor._state._runtime_vars
+    #         import pdbp; pdbp.set_trace()
+    #         testdirpath = Path(rvs['piker_vars']['piker_test_dir'])
+    #         assert testdirpath.exists(), 'piker test harness might be borked!?'
+    #         app_name = str(testdirpath)
 
     if platform.system() == 'Windows':
         key = "APPDATA" if roaming else "LOCALAPPDATA"

piker/data/_sampling.py

@@ -25,6 +25,7 @@ from collections import (
     defaultdict,
 )
 from contextlib import asynccontextmanager as acm
+from functools import partial
 import time
 from typing import (
     Any,
@@ -42,7 +43,7 @@ from tractor.trionics import (
     maybe_open_nursery,
 )
 import trio
-from trio_typing import TaskStatus
+from trio import TaskStatus
 
 from .ticktools import (
     frame_ticks,
@@ -70,6 +71,7 @@ if TYPE_CHECKING:
 _default_delay_s: float = 1.0
 
 
+# TODO: use new `tractor.singleton_acm` API for this!
 class Sampler:
     '''
     Global sampling engine registry.
@@ -79,9 +81,9 @@ class Sampler:
 
     This non-instantiated type is meant to be a singleton within
     a `samplerd` actor-service spawned once by the user wishing to
-    time-step-sample (real-time) quote feeds, see
-    ``.service.maybe_open_samplerd()`` and the below
-    ``register_with_sampler()``.
+    time-step-sample a (real-time) quote feeds, see
+    `.service.maybe_open_samplerd()` and the below
+    `register_with_sampler()`.
 
     '''
     service_nursery: None | trio.Nursery = None
@@ -375,7 +377,10 @@ async def register_with_sampler(
                 assert Sampler.ohlcv_shms
 
             # unblock caller
-            await ctx.started(set(Sampler.ohlcv_shms.keys()))
+            await ctx.started(
+                # XXX bc msgpack only allows one array type!
+                list(Sampler.ohlcv_shms.keys())
+            )
 
             if open_index_stream:
                 try:
@@ -419,7 +424,6 @@ async def register_with_sampler(
 
 
 async def spawn_samplerd(
-
     loglevel: str | None = None,
     **extra_tractor_kwargs
 
@@ -429,7 +433,10 @@ async def spawn_samplerd(
     update and increment count write and stream broadcasting.
 
     '''
-    from piker.service import Services
+    from piker.service import (
+        get_service_mngr,
+        ServiceMngr,
+    )
 
     dname = 'samplerd'
     log.info(f'Spawning `{dname}`')
@@ -437,26 +444,33 @@ async def spawn_samplerd(
     # singleton lock creation of ``samplerd`` since we only ever want
     # one daemon per ``pikerd`` proc tree.
     # TODO: make this built-into the service api?
-    async with Services.locks[dname + '_singleton']:
+    mngr: ServiceMngr = get_service_mngr()
+    already_started: bool = dname in mngr.service_tasks
 
-        if dname not in Services.service_tasks:
-
-            portal = await Services.actor_n.start_actor(
-                dname,
-                enable_modules=[
-                    'piker.data._sampling',
-                ],
-                loglevel=loglevel,
-                debug_mode=Services.debug_mode,  # set by pikerd flag
-                **extra_tractor_kwargs
-            )
-
-            await Services.start_service_task(
-                dname,
-                portal,
+    async with mngr._locks[dname + '_singleton']:
+        ctx: Context = await mngr.start_service(
+            daemon_name=dname,
+            ctx_ep=partial(
                 register_with_sampler,
                 period_s=1,
                 sub_for_broadcasts=False,
+            ),
+            debug_mode=mngr.debug_mode,  # set by pikerd flag
+
+            # proxy-through to tractor
+            enable_modules=[
+                'piker.data._sampling',
+            ],
+            loglevel=loglevel,
+            **extra_tractor_kwargs
+        )
+        if not already_started:
+            assert (
+                ctx
+                and
+                ctx.portal
+                and
+                not ctx.cancel_called
             )
             return True
 
@@ -889,6 +903,7 @@ async def uniform_rate_send(
             # 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.EndOfChannel,
             trio.ClosedResourceError,
             trio.BrokenResourceError,
             ConnectionResetError,

piker/service/__init__.py

@@ -30,7 +30,11 @@ Actor runtime primtives and (distributed) service APIs for,
   => TODO: maybe to (re)move elsewhere?
 
 '''
-from ._mngr import Services as Services
+from ._mngr import (
+    get_service_mngr as get_service_mngr,
+    open_service_mngr as open_service_mngr,
+    ServiceMngr as ServiceMngr,
+)
 from ._registry import (
     _tractor_kwargs as _tractor_kwargs,
     _default_reg_addr as _default_reg_addr,

piker/service/_actor_runtime.py

@@ -21,7 +21,6 @@
 from __future__ import annotations
 import os
 from typing import (
-    Optional,
     Any,
     ClassVar,
 )
@@ -30,13 +29,13 @@ from contextlib import (
 )
 
 import tractor
-import trio
 
 from ._util import (
     get_console_log,
 )
 from ._mngr import (
-    Services,
+    open_service_mngr,
+    ServiceMngr,
 )
 from ._registry import (  # noqa
     _tractor_kwargs,
@@ -59,7 +58,7 @@ async def open_piker_runtime(
     registry_addrs: list[tuple[str, int]] = [],
 
     enable_modules: list[str] = [],
-    loglevel: Optional[str] = None,
+    loglevel: str|None = None,
 
     # XXX NOTE XXX: you should pretty much never want debug mode
     # for data daemons when running in production.
@@ -69,7 +68,7 @@ async def open_piker_runtime(
     # and spawn the service tree distributed per that.
     start_method: str = 'trio',
 
-    tractor_runtime_overrides: dict | None = None,
+    tractor_runtime_overrides: dict|None = None,
     **tractor_kwargs,
 
 ) -> tuple[
@@ -119,6 +118,10 @@ async def open_piker_runtime(
                 # spawn other specialized daemons I think?
                 enable_modules=enable_modules,
 
+                # TODO: how to configure this?
+                # keep it on by default if debug mode is set?
+                # maybe_enable_greenback=debug_mode,
+
                 **tractor_kwargs,
             ) as actor,
 
@@ -167,12 +170,13 @@ async def open_pikerd(
 
     **kwargs,
 
-) -> Services:
+) -> ServiceMngr:
     '''
-    Start a root piker daemon with an indefinite lifetime.
+    Start a root piker daemon actor (aka `pikerd`) with an indefinite
+    lifetime.
 
-    A root actor nursery is created which can be used to create and keep
-    alive underling services (see below).
+    A root actor-nursery is created which can be used to spawn and
+    supervise underling service sub-actors (see below).
 
     '''
     # NOTE: for the root daemon we always enable the root
@@ -199,8 +203,6 @@ async def open_pikerd(
             root_actor,
             reg_addrs,
         ),
-        tractor.open_nursery() as actor_nursery,
-        trio.open_nursery() as service_nursery,
     ):
         for addr in reg_addrs:
             if addr not in root_actor.accept_addrs:
@@ -209,25 +211,17 @@ async def open_pikerd(
                     'Maybe you have another daemon already running?'
                 )
 
-        # assign globally for future daemon/task creation
-        Services.actor_n = actor_nursery
-        Services.service_n = service_nursery
-        Services.debug_mode = debug_mode
-
-        try:
-            yield Services
-
-        finally:
-            # TODO: is this more clever/efficient?
-            # if 'samplerd' in Services.service_tasks:
-            #     await Services.cancel_service('samplerd')
-            service_nursery.cancel_scope.cancel()
+        mngr: ServiceMngr
+        async with open_service_mngr(
+            debug_mode=debug_mode,
+        ) as mngr:
+            yield mngr
 
 
 # TODO: do we even need this?
 # @acm
 # async def maybe_open_runtime(
-#     loglevel: Optional[str] = None,
+#     loglevel: str|None = None,
 #     **kwargs,
 
 # ) -> None:
@@ -256,7 +250,7 @@ async def maybe_open_pikerd(
     loglevel: str | None = None,
     **kwargs,
 
-) -> tractor._portal.Portal | ClassVar[Services]:
+) -> tractor._portal.Portal | ClassVar[ServiceMngr]:
     '''
     If no ``pikerd`` daemon-root-actor can be found start it and
     yield up (we should probably figure out returning a portal to self

piker/service/_ahab.py

@@ -49,7 +49,7 @@ from requests.exceptions import (
     ReadTimeout,
 )
 
-from ._mngr import Services
+from ._mngr import ServiceMngr
 from ._util import (
     log,  # sub-sys logger
     get_console_log,
@@ -453,7 +453,7 @@ async def open_ahabd(
 
 @acm
 async def start_ahab_service(
-    services: Services,
+    services: ServiceMngr,
     service_name: str,
 
     # endpoint config passed as **kwargs
@@ -549,7 +549,8 @@ async def start_ahab_service(
         log.warning('Failed to cancel root permsed container')
 
     except (
-        trio.MultiError,
+        # trio.MultiError,
+        ExceptionGroup,
     ) as err:
         for subexc in err.exceptions:
             if isinstance(subexc, PermissionError):

piker/service/_daemon.py

@@ -26,14 +26,17 @@ from typing import (
 from contextlib import (
     asynccontextmanager as acm,
 )
+from collections import defaultdict
 
 import tractor
+import trio
 
 from ._util import (
     log,  # sub-sys logger
 )
 from ._mngr import (
-    Services,
+    get_service_mngr,
+    ServiceMngr,
 )
 from ._actor_runtime import maybe_open_pikerd
 from ._registry import find_service
@@ -41,15 +44,14 @@ from ._registry import find_service
 
 @acm
 async def maybe_spawn_daemon(
-
     service_name: str,
     service_task_target: Callable,
-
     spawn_args: dict[str, Any],
 
     loglevel: str | None = None,
     singleton: bool = False,
 
+    _locks = defaultdict(trio.Lock),
     **pikerd_kwargs,
 
 ) -> tractor.Portal:
@@ -67,7 +69,7 @@ async def maybe_spawn_daemon(
     '''
     # serialize access to this section to avoid
     # 2 or more tasks racing to create a daemon
-    lock = Services.locks[service_name]
+    lock = _locks[service_name]
     await lock.acquire()
 
     async with find_service(
@@ -102,6 +104,12 @@ async def maybe_spawn_daemon(
         # service task for that actor.
         started: bool
         if pikerd_portal is None:
+
+            # await tractor.pause()
+            if tractor_kwargs.get('debug_mode', False):
+                from tractor.devx._debug import maybe_init_greenback
+                await maybe_init_greenback()
+
             started = await service_task_target(
                 loglevel=loglevel,
                 **spawn_args,
@@ -132,7 +140,65 @@ async def maybe_spawn_daemon(
         async with tractor.wait_for_actor(service_name) as portal:
             lock.release()
             yield portal
-            await portal.cancel_actor()
+            # --- ---- ---
+            # XXX NOTE XXX
+            # --- ---- ---
+            # DO NOT PUT A `portal.cancel_actor()` here (as was prior)!
+            #
+            # Doing so will cause an "out-of-band" ctxc
+            # (`tractor.ContextCancelled`) to be raised inside the
+            # `ServiceMngr.open_context_in_task()`'s call to
+            # `ctx.wait_for_result()` AND the internal self-ctxc
+            # "graceful capture" WILL NOT CATCH IT!
+            #
+            # This can cause certain types of operations to raise
+            # that ctxc BEFORE THEY `return`, resulting in
+            # a "false-negative" ctxc being raised when really
+            # nothing actually failed, other then our semantic
+            # "failure" to suppress an expected, graceful,
+            # self-cancel scenario..
+            #
+            # bUt wHy duZ It WorK lIKe dis..
+            # ------------------------------
+            # from the perspective of the `tractor.Context` this
+            # cancel request was conducted "out of band" since
+            # `Context.cancel()` was never called and thus the
+            # `._cancel_called: bool` was never set. Despite the
+            # remote `.canceller` being set to `pikerd` (i.e. the
+            # same `Actor.uid` of the raising service-mngr task) the
+            # service-task's ctx itself was never marked as having
+            # requested cancellation and thus still raises the ctxc
+            # bc it was unaware of any such request.
+            #
+            # How to make grokin these cases easier tho?
+            # ------------------------------------------
+            # Because `Portal.cancel_actor()` was called it requests
+            # "full-`Actor`-runtime-cancellation" of it's peer
+            # process which IS NOT THE SAME as a single inter-actor
+            # RPC task cancelling its local context with a remote
+            # peer `Task` in that same peer process.
+            #
+            # ?TODO? It might be better if we do one (or all) of the
+            # following:
+            #
+            # -[ ] at least set a special message for the
+            #    `ContextCancelled` when raised locally by the
+            #    unaware ctx task such that we check for the
+            #    `.canceller` being *our `Actor`* and in the case
+            #    where `Context._cancel_called == False` we specially
+            #    note that this is likely an "out-of-band"
+            #    runtime-cancel request triggered by some call to
+            #    `Portal.cancel_actor()`, possibly even reporting the
+            #    exact LOC of that caller by tracking it inside our
+            #    portal-type?
+            # -[ ] possibly add another field `ContextCancelled` like
+            #    maybe a,
+            #    `.request_type: Literal['os', 'proc', 'actor',
+            #    'ctx']` type thing which would allow immediately
+            #    being able to tell what kind of cancellation caused
+            #    the unexpected ctxc?
+            # -[ ] REMOVE THIS COMMENT, once we've settled on how to
+            #     better augment `tractor` to be more explicit on this!
 
 
 async def spawn_emsd(
@@ -147,26 +213,25 @@ async def spawn_emsd(
     """
     log.info('Spawning emsd')
 
-    portal = await Services.actor_n.start_actor(
+    smngr: ServiceMngr = get_service_mngr()
+    portal = await smngr.an.start_actor(
         'emsd',
         enable_modules=[
             'piker.clearing._ems',
             'piker.clearing._client',
         ],
         loglevel=loglevel,
-        debug_mode=Services.debug_mode,  # set by pikerd flag
+        debug_mode=smngr.debug_mode,  # set by pikerd flag
         **extra_tractor_kwargs
     )
 
     # non-blocking setup of clearing service
     from ..clearing._ems import _setup_persistent_emsd
 
-    await Services.start_service_task(
-        'emsd',
-        portal,
-
-        # signature of target root-task endpoint
-        _setup_persistent_emsd,
+    await smngr.start_service_ctx(
+        name='emsd',
+        portal=portal,
+        ctx_fn=_setup_persistent_emsd,
         loglevel=loglevel,
     )
     return True

piker/service/_mngr.py

@@ -18,148 +18,36 @@
 daemon-service management API.
 
 """
-from collections import defaultdict
-from typing import (
-    Callable,
-    Any,
+from contextlib import (
+    asynccontextmanager as acm,
 )
 
-import trio
-from trio_typing import TaskStatus
 import tractor
-from tractor import (
-    current_actor,
-    ContextCancelled,
-    Context,
-    Portal,
+from tractor.hilevel import (
+    ServiceMngr,
+    # open_service_mngr as _open_service_mngr,
+    get_service_mngr as get_service_mngr,
 )
+# TODO:
+# -[ ] factor all the common shit from `.data._sampling`
+#   and `.brokers._daemon` into here / `ServiceMngr`
+#   in terms of allocating the `Portal` as part of the
+#   "service-in-subactor" starting!
+# -[ ] move to `tractor.hilevel._service`, import and use here!
+# NOTE: purposely leaks the ref to the mod-scope Bo
 
-from ._util import (
-    log,  # sub-sys logger
-)
+Services: ServiceMngr|None = None
 
+@acm
+async def open_service_mngr(
+    **kwargs,
+) -> ServiceMngr:
 
-# TODO: we need remote wrapping and a general soln:
-# - factor this into a ``tractor.highlevel`` extension # pack for the
-#   library.
-# - wrap a "remote api" wherein you can get a method proxy
-#   to the pikerd actor for starting services remotely!
-# - prolly rename this to ActorServicesNursery since it spawns
-#   new actors and supervises them to completion?
-class Services:
-
-    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,
-            Portal,
-            trio.Event,
-        ]
-    ] = {}
-    locks = defaultdict(trio.Lock)
-
-    @classmethod
-    async def start_service_task(
-        self,
-        name: str,
-        portal: Portal,
-        target: Callable,
-        allow_overruns: bool = False,
-        **ctx_kwargs,
-
-    ) -> (trio.CancelScope, Context):
-        '''
-        Open a context in a service sub-actor, add to a stack
-        that gets unwound at ``pikerd`` teardown.
-
-        This allows for allocating long-running sub-services in our main
-        daemon and explicitly controlling their lifetimes.
-
-        '''
-        async def open_context_in_task(
-            task_status: TaskStatus[
-                tuple[
-                    trio.CancelScope,
-                    trio.Event,
-                    Any,
-                ]
-            ] = trio.TASK_STATUS_IGNORED,
-
-        ) -> Any:
-
-            with trio.CancelScope() as cs:
-
-                async with portal.open_context(
-                    target,
-                    allow_overruns=allow_overruns,
-                    **ctx_kwargs,
-
-                ) as (ctx, first):
-
-                    # unblock once the remote context has started
-                    complete = trio.Event()
-                    task_status.started((cs, complete, first))
-                    log.info(
-                        f'`pikerd` service {name} started with value {first}'
-                    )
-                    try:
-                        # wait on any context's return value
-                        # and any final portal result from the
-                        # sub-actor.
-                        ctx_res: Any = await ctx.result()
-
-                        # NOTE: blocks 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)
-                    except ContextCancelled as ctxe:
-                        canceller: tuple[str, str] = ctxe.canceller
-                        our_uid: tuple[str, str] = current_actor().uid
-                        if (
-                            canceller != portal.channel.uid
-                            and
-                            canceller != our_uid
-                        ):
-                            log.cancel(
-                                f'Actor-service {name} was remotely cancelled?\n'
-                                f'remote canceller: {canceller}\n'
-                                f'Keeping {our_uid} alive, ignoring sub-actor cancel..\n'
-                            )
-                        else:
-                            raise
-
-
-
-                    finally:
-                        await portal.cancel_actor()
-                        complete.set()
-                        self.service_tasks.pop(name)
-
-        cs, complete, 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, complete)
-
-        return cs, first
-
-    @classmethod
-    async def cancel_service(
-        self,
-        name: str,
-
-    ) -> Any:
-        '''
-        Cancel the service task and actor for the given ``name``.
-
-        '''
-        log.info(f'Cancelling `pikerd` service {name}')
-        cs, portal, complete = self.service_tasks[name]
-        cs.cancel()
-        await complete.wait()
-        assert name not in self.service_tasks, \
-            f'Serice task for {name} not terminated?'
+    global Services
+    async with tractor.hilevel.open_service_mngr(
+        **kwargs,
+    ) as mngr:
+        # Services = proxy(mngr)
+        Services = mngr
+        yield mngr
+        Services = None

piker/service/elastic.py

@@ -21,11 +21,13 @@ from typing import (
     TYPE_CHECKING,
 )
 
+# TODO: oof, needs to be changed to `httpx`!
 import asks
 
 if TYPE_CHECKING:
     import docker
     from ._ahab import DockerContainer
+    from . import ServiceMngr
 
 from ._util import log  # sub-sys logger
 from ._util import (
@@ -127,7 +129,7 @@ def start_elasticsearch(
 
 @acm
 async def start_ahab_daemon(
-    service_mngr: Services,
+    service_mngr: ServiceMngr,
     user_config: dict | None = None,
     loglevel: str | None = None,
 

piker/service/marketstore.py

@@ -53,7 +53,7 @@ import pendulum
 # import purerpc
 
 from ..data.feed import maybe_open_feed
-from . import Services
+from . import ServiceMngr
 from ._util import (
     log,  # sub-sys logger
     get_console_log,
@@ -233,7 +233,7 @@ def start_marketstore(
 
 @acm
 async def start_ahab_daemon(
-    service_mngr: Services,
+    service_mngr: ServiceMngr,
     user_config: dict | None = None,
     loglevel: str | None = None,
 

pyproject.toml

@@ -15,8 +15,8 @@
 # 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/>.
 [build-system]
-requires = ["poetry-core"]
-build-backend = "poetry.core.masonry.api"
+requires = ["hatchling"]
+build-backend = "hatchling.build"
 
 # ------ - ------
 
@@ -34,121 +34,114 @@ ignore = []
 
 # ------ - ------
 
-[tool.poetry]
-name = "piker"
-version = "0.1.0.alpha0.dev0"
-description = "trading gear for hackers"
-authors = ["Tyler Goodlet <goodboy_foss@protonmail.com>"]
-license = "AGPLv3"
-readme = "README.rst"
-
-# ------ - ------
-
-[tool.poetry.dependencies]
-async-generator = "^1.10"
-attrs = "^23.1.0"
-bidict = "^0.22.1"
-colorama = "^0.4.6"
-colorlog = "^6.7.0"
-cython = "^3.0.0"
-greenback = "^1.1.1"
-ib-insync = "^0.9.86"
-msgspec = "^0.18.0"
-numba = "^0.59.0"
-numpy = "^1.25"
-polars = "^0.18.13"
-pygments = "^2.16.1"
-python = ">=3.11, <3.13"
-rich = "^13.5.2"
-# setuptools = "^68.0.0"
-tomli = "^2.0.1"
-tomli-w = "^1.0.0"
-trio-util = "^0.7.0"
-trio-websocket = "^0.10.3"
-typer = "^0.9.0"
-rapidfuzz = "^3.5.2"
-pdbp = "^1.5.0"
-trio = "^0.24"
-pendulum = "^3.0.0"
-httpx = "^0.27.0"
-
-[tool.poetry.dependencies.tractor]
-develop = true
-git = 'https://github.com/goodboy/tractor.git'
-branch = 'asyncio_debugger_support'
-# path = "../tractor"
-
-[tool.poetry.dependencies.asyncvnc]
-git = 'https://github.com/pikers/asyncvnc.git'
-branch = 'main'
-
-[tool.poetry.dependencies.tomlkit]
-develop = true
-git = 'https://github.com/pikers/tomlkit.git'
-branch = 'piker_pin'
-# path = "../tomlkit/"
-
-[tool.poetry.group.uis]
-optional = true
-[tool.poetry.group.uis.dependencies]
-# https://python-poetry.org/docs/managing-dependencies/#dependency-groups
-# TODO: make sure the levenshtein shit compiles on nix..
-# rapidfuzz = {extras = ["speedup"], version = "^0.18.0"}
-rapidfuzz = "^3.2.0"
-qdarkstyle = ">=3.0.2"
-pyqtgraph = { git = 'https://github.com/pikers/pyqtgraph.git' }
-
-# ------ - ------
-pyqt6 = "^6.7.0"
-
-[tool.poetry.group.dev]
-optional = true
-[tool.poetry.group.dev.dependencies]
-# testing / CI
-pytest = "^6.0.0"
-elasticsearch = "^8.9.0"
-xonsh = "^0.14.2"
-prompt-toolkit = "3.0.40"
-
-# console ehancements and eventually remote debugging
-# extras/helpers.
-# TODO: add a toolset that makes debugging a `pikerd` service
-# (tree) easy to hack on directly using more or less the local env:
-# - xonsh + xxh
-# - rsyscall + pdbp
-# - actor runtime control console like BEAM/OTP
-
-# ------ - ------
-
-# TODO: add an `--only daemon` group for running non-ui / pikerd
-# service tree in distributed mode B)
-# https://python-poetry.org/docs/managing-dependencies/#installing-group-dependencies
-# [tool.poetry.group.daemon.dependencies]
-
-[tool.poetry.scripts]
-piker = 'piker.cli:cli'
-pikerd = 'piker.cli:pikerd'
-ledger = 'piker.accounting.cli:ledger'
-
-
 [project]
-keywords=[
-  "async",
-  "trading",
-  "finance",
-  "quant",
-  "charting",
+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"
+license = "AGPL-3.0-or-later"
+readme = "README.rst"
+keywords = [
+    "async",
+    "trading",
+    "finance",
+    "quant",
+    "charting",
 ]
-classifiers=[
-  'Development Status :: 3 - Alpha',
-  "License :: OSI Approved :: GNU Affero General Public License v3 or later (AGPLv3+)",
-  'Operating System :: POSIX :: Linux',
-  "Programming Language :: Python :: Implementation :: CPython",
-  "Programming Language :: Python :: 3 :: Only",
-  "Programming Language :: Python :: 3.11",
-  "Programming Language :: Python :: 3.12",
-  'Intended Audience :: Financial and Insurance Industry',
-  'Intended Audience :: Science/Research',
-  'Intended Audience :: Developers',
-  'Intended Audience :: Education',
+classifiers = [
+    "Development Status :: 3 - Alpha",
+    "License :: OSI Approved :: GNU Affero General Public License v3 or later (AGPLv3+)",
+    "Operating System :: POSIX :: Linux",
+    "Programming Language :: Python :: Implementation :: CPython",
+    "Programming Language :: Python :: 3 :: Only",
+    "Programming Language :: Python :: 3.11",
+    "Programming Language :: Python :: 3.12",
+    "Intended Audience :: Financial and Insurance Industry",
+    "Intended Audience :: Science/Research",
+    "Intended Audience :: Developers",
+    "Intended Audience :: Education",
 ]
+dependencies = [
+    "async-generator >=1.10, <2.0.0",
+    "attrs >=23.1.0, <24.0.0",
+    "bidict >=0.22.1, <0.23.0",
+    "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 >=1.25, <2.0",
+    "polars >=0.18.13, <0.19.0",
+    "pygments >=2.16.1, <3.0.0",
+    "rich >=13.5.2, <14.0.0",
+    "tomli >=2.0.1, <3.0.0",
+    "tomli-w >=1.0.0, <2.0.0",
+    "trio-util >=0.7.0, <0.8.0",
+    "trio-websocket >=0.10.3, <0.11.0",
+    "typer >=0.9.0, <1.0.0",
+    "rapidfuzz >=3.5.2, <4.0.0",
+    "pdbp >=1.5.0, <2.0.0",
+    "trio >=0.24, <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",
+    "websockets ==12.0",
+    "msgspec",
+    "tractor",
+    "asyncvnc",
+    "tomlkit",
+]
+
+[project.optional-dependencies]
+uis = [
+    # https://docs.astral.sh/uv/concepts/projects/dependencies/#optional-dependencies
+    # TODO: make sure the levenshtein shit compiles on nix..
+    # rapidfuzz = {extras = ["speedup"], version = "^0.18.0"}
+    "rapidfuzz >=3.2.0, <4.0.0",
+    "qdarkstyle >=3.0.2, <4.0.0",
+    "pyqt6 >=6.7.0, <7.0.0",
+    "pyqtgraph",
+
+    # ------ - ------
+
+    # TODO: add an `--only daemon` group for running non-ui / pikerd
+    # service tree in distributed mode B)
+    # https://docs.astral.sh/uv/concepts/projects/dependencies/#optional-dependencies
+    # [project.optional-dependencies]
+]
+
+[dependency-groups]
+dev = [
+    "pytest >=6.0.0, <7.0.0",
+    "elasticsearch >=8.9.0, <9.0.0",
+    "xonsh >=0.14.2, <0.15.0",
+    "prompt-toolkit ==3.0.40",
+    "cython >=3.0.0, <4.0.0",
+    "greenback >=1.1.1, <2.0.0",
+    # console ehancements and eventually remote debugging
+    # extras/helpers.
+    # TODO: add a toolset that makes debugging a `pikerd` service
+    # (tree) easy to hack on directly using more or less the local env:
+    # - xonsh + xxh
+    # - rsyscall + pdbp
+    # - actor runtime control console like BEAM/OTP
+]
+
+[project.scripts]
+piker = "piker.cli:cli"
+pikerd = "piker.cli:pikerd"
+ledger = "piker.accounting.cli:ledger"
+
+[tool.hatch.build.targets.sdist]
+include = ["piker"]
+
+[tool.hatch.build.targets.wheel]
+include = ["piker"]
+
+[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" }
+tractor = { path = "../tractor", editable = true }

tests/conftest.py

@@ -10,7 +10,7 @@ from piker import (
     config,
 )
 from piker.service import (
-    Services,
+    get_service_mngr,
 )
 from piker.log import get_console_log
 
@@ -129,7 +129,7 @@ async def _open_test_pikerd(
         ) as service_manager,
     ):
         # this proc/actor is the pikerd
-        assert service_manager is Services
+        assert service_manager is get_service_mngr()
 
         async with tractor.wait_for_actor(
             'pikerd',

tests/test_ems.py

@@ -26,7 +26,7 @@ import pytest
 import tractor
 from uuid import uuid4
 
-from piker.service import Services
+from piker.service import ServiceMngr
 from piker.log import get_logger
 from piker.clearing._messages import (
     Order,
@@ -158,7 +158,7 @@ def load_and_check_pos(
 
 
 def test_ems_err_on_bad_broker(
-    open_test_pikerd: Services,
+    open_test_pikerd: ServiceMngr,
     loglevel: str,
 ):
     async def load_bad_fqme():

tests/test_services.py

@@ -15,7 +15,7 @@ import tractor
 
 from piker.service import (
     find_service,
-    Services,
+    ServiceMngr,
 )
 from piker.data import (
     open_feed,
@@ -44,7 +44,7 @@ def test_runtime_boot(
     async def main():
         port = 6666
         daemon_addr = ('127.0.0.1', port)
-        services: Services
+        services: ServiceMngr
 
         async with (
             open_test_pikerd(