`ib.feed`: finally solve `push()` exc propagation

Such that if/when the `push()` ticker callback (closure) errors
internally, we actually eventually bubble the error out-and-up from the
`asyncio.Task` and from there out the `.to_asyncio.open_channel_from()` to
the parent `trio.Task`..

It ended up being much more subtle to solve then i would have liked
thanks to,

- whatever `Ticker.updateEvent.connect()` does behind the scenes in
  terms of (clearly) swallowing with only log reporting any exc raised
  in the registered callback (in our case `push()`),

- `asyncio.Task.set_excepion()` never working and instead needing to
  resort to `Task.cancel()`, catching `CancelledError` and re-raising
  the stashed `maybe_exc` from `push()` when set..

Further this ports `.to_asyncio.open_channel_from()` usage to use
the new `chan: tractor.to_asyncio.LinkedTaskChannel` fn-sig API, namely
for `_setup_quote_stream()` task. Requires the latest `tractor` updates
to the inter-eventloop-chan iface providing a `.set_nowait()` and
`.get()` for the `asyncio`-side.

Impl deats within `_setup_quote_stream()`,
- implement `push()` error-bubbling by adding a `maybe_exc` which can be
  set by that callback itself or by its registering task; when set it is
  both,
  * reported on by the `teardown()` cb,
  * re-raised by the terminated (via `.cancel()`) `asyncio.Task` after
    woken from its sleep, aka "cancelled" (since that's apparently one
    of the only options.. see big rant further todo comments).
- add explicit error-tolerance-tuning via a `handler_tries: int` counter
  and `tries_before_raise: int` limit such that we only bubble
  a `push()` raised exc once enough tries have consecutively failed.
- as mentioned, use the new `chan` fn-sig support and thus the new
  method API for `asyncio` -> `trio` comms.
- a big TODO XXX around the need to use a better sys for terminating
  `asyncio.Task`s whether it's by delegating to some `.to_asyncio`
  internals after a factor-out OR by potentially going full bore `anyio`
  throughout `.to_asyncio`'s impl in general..
- mk `teardown()` use appropriate `log.<level>()`s based on outcome.

Surroundingly,
- add a ton of doc-strings to mod fns previously missing them.
- improved / added-new comments to `wait_on_data_reset()` internals and
  anything changed per ^above.

piker/brokers/ib/api.py

@@ -338,15 +338,15 @@ class Client:
         fqme: str,
 
         # EST in ISO 8601 format is required... below is EPOCH
-        start_dt: datetime | str = "1970-01-01T00:00:00.000000-05:00",
-        end_dt: datetime | str = "",
+        start_dt: datetime|str = "1970-01-01T00:00:00.000000-05:00",
+        end_dt: datetime|str = "",
 
         # ohlc sample period in seconds
         sample_period_s: int = 1,
 
         # optional "duration of time" equal to the
         # length of the returned history frame.
-        duration: str | None = None,
+        duration: str|None = None,
 
         **kwargs,
 
@@ -720,8 +720,8 @@ class Client:
 
     async def find_contracts(
         self,
-        pattern: str | None = None,
-        contract: Contract | None = None,
+        pattern: str|None = None,
+        contract: Contract|None = None,
         qualify: bool = True,
         err_on_qualify: bool = True,
 
@@ -866,7 +866,7 @@ class Client:
         self,
         fqme: str,
 
-    ) -> datetime | None:
+    ) -> datetime|None:
         '''
         Return the first datetime stamp for `fqme` or `None`
         on request failure.
@@ -922,7 +922,7 @@ class Client:
         tries: int = 100,
         raise_on_timeout: bool = False,
 
-    ) -> Ticker | None:
+    ) -> Ticker|None:
         '''
         Return a single (snap) quote for symbol.
 
@@ -934,7 +934,7 @@ class Client:
         ready: ticker.TickerUpdateEvent = ticker.updateEvent
 
         # ensure a last price gets filled in before we deliver quote
-        timeouterr: Exception | None = None
+        timeouterr: Exception|None = None
         warnset: bool = False
         for _ in range(tries):
 
@@ -1509,7 +1509,7 @@ class MethodProxy:
         self,
         pattern: str,
 
-    ) -> dict[str, Any] | trio.Event:
+    ) -> dict[str, Any]|trio.Event:
 
         ev = self.event_table.get(pattern)
 
@@ -1546,7 +1546,7 @@ async def open_aio_client_method_relay(
     # relay all method requests to ``asyncio``-side client and deliver
     # back results
     while not to_trio._closed:
-        msg: tuple[str, dict] | dict | None = await from_trio.get()
+        msg: tuple[str, dict]|dict|None = await from_trio.get()
         match msg:
             case None:  # termination sentinel
                 log.info('asyncio `Client` method-proxy SHUTDOWN!')

piker/brokers/ib/broker.py

@@ -547,7 +547,10 @@ async def open_trade_dialog(
         ),
 
         # TODO: do this as part of `open_account()`!?
-        open_symcache('ib', only_from_memcache=True) as symcache,
+        open_symcache(
+            'ib',
+            only_from_memcache=True,
+        ) as symcache,
     ):
         # Open a trade ledgers stack for appending trade records over
         # multiple accounts.
@@ -556,7 +559,9 @@ async def open_trade_dialog(
         tables: dict[str, Account] = {}
         order_msgs: list[Status] = []
         conf = get_config()
-        accounts_def_inv: bidict[str, str] = bidict(conf['accounts']).inverse
+        accounts_def_inv: bidict[str, str] = bidict(
+            conf['accounts']
+        ).inverse
 
         with (
             ExitStack() as lstack,
@@ -706,7 +711,11 @@ async def open_trade_dialog(
             # client-account and build out position msgs to deliver to
             # EMS.
             for acctid, acnt in tables.items():
-                active_pps, closed_pps = acnt.dump_active()
+                active_pps: dict[str, Position]
+                (
+                    active_pps,
+                    closed_pps,
+                ) = acnt.dump_active()
 
                 for pps in [active_pps, closed_pps]:
                     piker_pps: list[Position] = list(pps.values())
@@ -722,6 +731,7 @@ async def open_trade_dialog(
                         )
                         if ibpos:
                             bs_mktid: str = str(ibpos.contract.conId)
+
                             msg = await update_and_audit_pos_msg(
                                 acctid,
                                 pikerpos,

piker/brokers/ib/feed.py

@@ -1,5 +1,5 @@
 # piker: trading gear for hackers
-# Copyright (C) Tyler Goodlet (in stewardship for pikers)
+# Copyright (C) 2018-forever Tyler Goodlet (in stewardship for pikers)
 
 # This program is free software: you can redistribute it and/or modify
 # it under the terms of the GNU Affero General Public License as published by
@@ -13,10 +13,12 @@
 
 # You should have received a copy of the GNU Affero General Public License
 # along with this program.  If not, see <https://www.gnu.org/licenses/>.
-"""
-Data feed endpoints pre-wrapped and ready for use with ``tractor``/``trio``.
 
-"""
+'''
+Data feed endpoints pre-wrapped and ready for use with `tractor`/`trio`
+via "infected-asyncio-mode".
+
+'''
 from __future__ import annotations
 import asyncio
 from contextlib import (
@@ -39,7 +41,6 @@ import numpy as np
 from pendulum import (
     now,
     from_timestamp,
-    # DateTime,
     Duration,
     duration as mk_duration,
 )
@@ -288,8 +289,9 @@ _pacing: str = (
 
 async def wait_on_data_reset(
     proxy: MethodProxy,
+
     reset_type: str = 'data',
-    timeout: float = 16, # float('inf'),
+    timeout: float = 16,
 
     task_status: TaskStatus[
         tuple[
@@ -298,29 +300,47 @@ async def wait_on_data_reset(
         ]
     ] = trio.TASK_STATUS_IGNORED,
 ) -> bool:
+    '''
+    Wait on a (global-ish) "data-farm" event to be emitted
+    by the IB api server.
 
-    # TODO: we might have to put a task lock around this
-    # method..
-    hist_ev = proxy.status_event(
+    Allows syncing to reconnect event-messages emitted on the API
+    console, such as:
+
+     - 'HMDS data farm connection is OK:ushmds'
+     - 'Market data farm is connecting:usfuture'
+     - 'Market data farm connection is OK:usfuture'
+
+     Deliver a `(cs, done: Event)` pair to the caller to support it
+     waiting or cancelling the associated "data-reset-request";
+     normally a manual data-reset-req is expected to be the cause and
+     thus trigger such events (such as our click-hack-magic from
+     `.ib._util`).
+
+    '''
+    # ?TODO, do we need a task-lock around this method?
+    #
+    # register for an API "status event" wrapped for `trio`-sync.
+    hist_ev: trio.Event = proxy.status_event(
         'HMDS data farm connection is OK:ushmds'
     )
-
-    # TODO: other event messages we might want to try and
-    # wait for but i wasn't able to get any of this
-    # reliable..
+    #
+    # ^TODO: other event-messages we might want to support waiting-for
+    # but i wasn't able to get reliable..
+    #
     # reconnect_start = proxy.status_event(
     #     'Market data farm is connecting:usfuture'
     # )
     # live_ev = proxy.status_event(
     #     'Market data farm connection is OK:usfuture'
     # )
+
     # try to wait on the reset event(s) to arrive, a timeout
     # will trigger a retry up to 6 times (for now).
     client: Client = proxy._aio_ns
 
     done = trio.Event()
     with trio.move_on_after(timeout) as cs:
-
         task_status.started((cs, done))
 
         log.warning(
@@ -399,8 +419,9 @@ async def get_bars(
     bool,  # timed out hint
 ]:
     '''
-    Retrieve historical data from a ``trio``-side task using
-    a ``MethoProxy``.
+    Request-n-retrieve historical data frames from a `trio.Task`
+    using a `MethoProxy` to query the `asyncio`-side's
+    `.ib.api.Client` methods.
 
     '''
     global _data_resetter_task, _failed_resets
@@ -659,14 +680,14 @@ async def get_bars(
     )
 
 
+# per-actor cache of inter-eventloop-chans
 _quote_streams: dict[str, trio.abc.ReceiveStream] = {}
 
 
+# TODO! update to the new style sig with,
+# `chan: to_asyncio.LinkedTaskChannel,`
 async def _setup_quote_stream(
-
-    from_trio: asyncio.Queue,
-    to_trio: trio.abc.SendChannel,
-
+    chan: tractor.to_asyncio.LinkedTaskChannel,
     symbol: str,
     opts: tuple[int] = (
         '375',  # RT trade volume (excludes utrades)
@@ -684,10 +705,13 @@ async def _setup_quote_stream(
 
 ) -> trio.abc.ReceiveChannel:
     '''
-    Stream a ticker using the std L1 api.
+    Stream L1 quotes via the `Ticker.updateEvent.connect(push)`
+    callback API by registering a `push` callback which simply
+    `chan.send_nowait()`s quote msgs back to the calling
+    parent-`trio.Task`-side.
 
-    This task is ``asyncio``-side and must be called from
-    ``tractor.to_asyncio.open_channel_from()``.
+    NOTE, that this task-fn is run on the `asyncio.Task`-side ONLY
+    and is thus run via `tractor.to_asyncio.open_channel_from()`.
 
     '''
     global _quote_streams
@@ -696,43 +720,78 @@ async def _setup_quote_stream(
         disconnect_on_exit=False,
     ) as accts2clients:
 
-        # since asyncio.Task
+        # XXX since this is an `asyncio.Task`, we must use
         # tractor.pause_from_sync()
 
         caccount_name, client = get_preferred_data_client(accts2clients)
-        contract = contract or (await client.find_contract(symbol))
-        to_trio.send_nowait(contract)  # cuz why not
+        contract = (
+            contract
+            or
+            (await client.find_contract(symbol))
+        )
+        chan.started_nowait(contract)  # cuz why not
         ticker: Ticker = client.ib.reqMktData(
             contract,
             ','.join(opts),
         )
+        maybe_exc: BaseException|None = None
+        handler_tries: int = 0
+        aio_task: asyncio.Task = asyncio.current_task()
 
-        # NOTE: it's batch-wise and slow af but I guess could
-        # be good for backchecking? Seems to be every 5s maybe?
+        # ?TODO? this API is batch-wise and quite slow-af but,
+        # - seems to be 5s updates?
+        # - maybe we could use it for backchecking?
+        #
         # ticker: Ticker = client.ib.reqTickByTickData(
         #     contract, 'Last',
         # )
 
-        # # define a simple queue push routine that streams quote packets
-        # # to trio over the ``to_trio`` memory channel.
-        # to_trio, from_aio = trio.open_memory_channel(2**8)  # type: ignore
+        # define a very naive queue-pushing callback that relays
+        # quote-packets directly the calling (parent) `trio.Task`.
+        # Ensure on teardown we cancel the feed via their cancel API.
+        #
         def teardown():
+            '''
+            Disconnect our `push`-er callback and cancel the data-feed
+            for `contract`.
+
+            '''
+            nonlocal maybe_exc
             ticker.updateEvent.disconnect(push)
-            log.error(f"Disconnected stream for `{symbol}`")
+            report: str = f'Disconnected mkt-data for {symbol!r} due to '
+            if maybe_exc is not None:
+                report += (
+                    'error,\n'
+                    f'{maybe_exc!r}\n'
+                )
+                log.error(report)
+            else:
+                report += (
+                    'cancellation.\n'
+                )
+                log.cancel(report)
+
             client.ib.cancelMktData(contract)
 
             # decouple broadcast mem chan
             _quote_streams.pop(symbol, None)
 
-        def push(t: Ticker) -> None:
-            """
-            Push quotes to trio task.
-
-            """
+        def push(
+            t: Ticker,
+            tries_before_raise: int = 6,
+        ) -> None:
+            '''
+            Push quotes verbatim to parent-side `trio.Task`.
 
+            '''
+            nonlocal maybe_exc, handler_tries
             # log.debug(f'new IB quote: {t}\n')
             try:
-                to_trio.send_nowait(t)
+                chan.send_nowait(t)
+
+                # XXX TODO XXX replicate in `tractor` tests
+                # as per `CancelledError`-handler notes below!
+                # assert 0
             except (
                 trio.BrokenResourceError,
 
@@ -752,29 +811,40 @@ async def _setup_quote_stream(
             # with log msgs
             except trio.WouldBlock:
                 log.exception(
-                    f'Asyncio->Trio `to_trio.send_nowait()` blocked !?\n'
+                    f'Asyncio->Trio `chan.send_nowait()` blocked !?\n'
                     f'\n'
-                    f'{to_trio.statistics()}\n'
+                    f'{chan._to_trio.statistics()}\n'
                 )
 
             # ?TODO, handle re-connection attempts?
             except BaseException as _berr:
                 berr = _berr
+                if handler_tries >= tries_before_raise:
+                    # breakpoint()
+                    maybe_exc = _berr
+                    # task.set_exception(berr)
+                    aio_task.cancel(msg=berr.args)
+                    raise berr
+                else:
+                    handler_tries += 1
+
                 log.exception(
                     f'Failed to push ticker quote !?\n'
-                    f'cause: {berr}\n'
+                    f'handler_tries={handler_tries!r}\n'
+                    f'ticker: {t!r}\n'
                     f'\n'
-                    f't: {t}\n'
-                    f'{to_trio.statistics}\n'
+                    f'{chan._to_trio.statistics()}\n'
+                    f'\n'
+                    f'CAUSE: {berr}\n'
                 )
-                # raise berr
 
 
         ticker.updateEvent.connect(push)
         try:
             await asyncio.sleep(float('inf'))
 
-            # XXX, just for debug..
+            # XXX, for debug.. TODO? can we rm again?
+            #
             # tractor.pause_from_sync()
             # while True:
             #     await asyncio.sleep(1.6)
@@ -788,20 +858,52 @@ async def _setup_quote_stream(
             #             'UHH no ticker.ticks ??'
             #         )
 
-        finally:
-            teardown()
+        # XXX TODO XXX !?!?
+        # apparently **without this handler** and the subsequent
+        # re-raising of `maybe_exc from _taskc` cancelling the
+        # `aio_task` from the `push()`-callback will cause a very
+        # strange chain of exc raising that breaks alll sorts of
+        # downstream callers, tasks and remote-actor tasks!?
+        #
+        # -[ ] we need some lowlevel reproducting tests to replicate
+        #      those worst-case scenarios in `tractor` core!!
+        # -[ ] likely we should factor-out the `tractor.to_asyncio`
+        #      attempts at workarounds in `.translate_aio_errors()`
+        #      for failed `asyncio.Task.set_exception()` to either
+        #      call `aio_task.cancel()` and/or
+        #      `aio_task._fut_waiter.set_exception()` to a re-useable
+        #      toolset in something like a `.to_asyncio._utils`??
+        #
+        except asyncio.CancelledError as _taskc:
+            if maybe_exc is not None:
+                raise maybe_exc from _taskc
 
-        # return from_aio
+            raise _taskc
+
+        except BaseException as _berr:
+            # stash any crash cause for reporting in `teardown()`
+            maybe_exc = _berr
+            raise _berr
+
+        finally:
+            # always disconnect our `push()` and cancel the
+            # ib-"mkt-data-feed".
+            teardown()
 
 
 @acm
 async def open_aio_quote_stream(
-
     symbol: str,
-    contract: Contract | None = None,
+    contract: Contract|None = None,
 
 ) -> trio.abc.ReceiveStream:
+    '''
+    Open a real-time `Ticker` quote stream from an `asyncio.Task`
+    spawned via `tractor.to_asyncio.open_channel_from()`, deliver the
+    inter-event-loop channel to the `trio.Task` caller and cache it
+    globally for re-use.
 
+    '''
     from tractor.trionics import broadcast_receiver
     global _quote_streams
 
@@ -826,6 +928,10 @@ async def open_aio_quote_stream(
 
         assert contract
 
+        # TODO? de-reg on teardown of last consumer task?
+        # -> why aren't we using `.trionics.maybe_open_context()`
+        # here again?? (we are in `open_client_proxies()` tho?)
+        #
         # cache feed for later consumers
         _quote_streams[symbol] = from_aio
 
@@ -840,7 +946,12 @@ def normalize(
     calc_price: bool = False
 
 ) -> dict:
+    '''
+    Translate `ib_async`'s `Ticker.ticks` values to a `piker`
+    normalized `dict` form for transmit to downstream `.data` layer
+    consumers.
 
+    '''
     # check for special contract types
     con = ticker.contract
     fqme, calc_price = con2fqme(con)
@@ -895,8 +1006,14 @@ def normalize(
     return data
 
 
+# ?TODO? feels like this task-fn could be factored to reduce some
+# indentation levels?
+# -[ ] the reconnect while loop on ib-gw "data farm connection.."s
+# -[ ] everything embedded under the `async with aclosing(stream):`
+#     as the "meat" of the quote delivery once the connection is
+#     stable.
+#
 async def stream_quotes(
-
     send_chan: trio.abc.SendChannel,
     symbols: list[str],
     feed_is_live: trio.Event,