data._web_bs: try to raise jsonrpc errors in parent task

Since `tractor`'s new and improved inter-actor cancellation semantics
are much more pedantic, AND bc we use the `ServiceMngr` for spawning
service actors on-demand, the caller of `maybe_spawn_daemon()` should
NEVER conduct a so called "out of band" `Actor`-runtime cancel request
since this is precisely the job of our `ServiceMngr` XD

Add a super in depth note explaining the underlying issue and adding
a todo list of how we should prolly augment `tractor` to make such cases
easier to grok and fix in the future!

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/__init__.py

@@ -50,7 +50,7 @@ __brokers__: list[str] = [
     'binance',
     'ib',
     'kraken',
-    'kucoin'
+    'kucoin',
 
     # broken but used to work
     # 'questrade',
@@ -71,7 +71,7 @@ def get_brokermod(brokername: str) -> ModuleType:
     Return the imported broker module by name.
 
     '''
-    module = import_module('.' + brokername, 'piker.brokers')
+    module: ModuleType = import_module('.' + brokername, 'piker.brokers')
     # we only allow monkeying because it's for internal keying
     module.name = module.__name__.split('.')[-1]
     return module

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/_util.py

@@ -18,10 +18,11 @@
 Handy cross-broker utils.
 
 """
+from __future__ import annotations
 from functools import partial
 
 import json
-import asks
+import httpx
 import logging
 
 from ..log import (
@@ -60,11 +61,11 @@ class NoData(BrokerError):
     def __init__(
         self,
         *args,
-        info: dict,
+        info: dict|None = None,
 
     ) -> None:
         super().__init__(*args)
-        self.info: dict = info
+        self.info: dict|None = info
 
         # when raised, machinery can check if the backend
         # set a "frame size" for doing datetime calcs.
@@ -90,16 +91,18 @@ class DataThrottle(BrokerError):
 
 
 def resproc(
-    resp: asks.response_objects.Response,
+    resp: httpx.Response,
     log: logging.Logger,
     return_json: bool = True,
     log_resp: bool = False,
 
-) -> asks.response_objects.Response:
-    """Process response and return its json content.
+) -> httpx.Response:
+    '''
+    Process response and return its json content.
 
     Raise the appropriate error on non-200 OK responses.
-    """
+
+    '''
     if not resp.status_code == 200:
         raise BrokerError(resp.body)
     try:

piker/brokers/binance/api.py

@@ -1,8 +1,8 @@
 # piker: trading gear for hackers
 # Copyright (C)
-#   Guillermo Rodriguez (aka ze jefe)
-#   Tyler Goodlet
-#   (in stewardship for pikers)
+#  Guillermo Rodriguez (aka ze jefe)
+#  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
@@ -25,14 +25,13 @@ from __future__ import annotations
 from collections import ChainMap
 from contextlib import (
     asynccontextmanager as acm,
+    AsyncExitStack,
 )
 from datetime import datetime
 from pprint import pformat
 from typing import (
     Any,
     Callable,
-    Hashable,
-    Sequence,
     Type,
 )
 import hmac
@@ -43,8 +42,7 @@ import trio
 from pendulum import (
     now,
 )
-import asks
-from rapidfuzz import process as fuzzy
+import httpx
 import numpy as np
 
 from piker import config
@@ -54,6 +52,7 @@ from piker.clearing._messages import (
 from piker.accounting import (
     Asset,
     digits_to_dec,
+    MktPair,
 )
 from piker.types import Struct
 from piker.data import (
@@ -69,7 +68,6 @@ from .venues import (
     PAIRTYPES,
     Pair,
     MarketType,
-
     _spot_url,
     _futes_url,
     _testnet_futes_url,
@@ -79,19 +77,18 @@ from .venues import (
 log = get_logger('piker.brokers.binance')
 
 
-def get_config() -> dict:
-
+def get_config() -> dict[str, Any]:
     conf: dict
     path: Path
     conf, path = config.load(
         conf_name='brokers',
         touch_if_dne=True,
     )
-
-    section = conf.get('binance')
-
+    section: dict = conf.get('binance')
     if not section:
-        log.warning(f'No config section found for binance in {path}')
+        log.warning(
+            f'No config section found for binance in {path}'
+        )
         return {}
 
     return section
@@ -147,7 +144,7 @@ def binance_timestamp(
 
 class Client:
     '''
-    Async ReST API client using ``trio`` + ``asks`` B)
+    Async ReST API client using `trio` + `httpx` B)
 
     Supports all of the spot, margin and futures endpoints depending
     on method.
@@ -156,10 +153,17 @@ class Client:
     def __init__(
         self,
 
+        venue_sessions: dict[
+            str,  # venue key
+            tuple[httpx.AsyncClient, str]  # session, eps path
+        ],
+        conf: dict[str, Any],
         # TODO: change this to `Client.[mkt_]venue: MarketType`?
         mkt_mode: MarketType = 'spot',
 
     ) -> None:
+        self.conf = conf
+
         # build out pair info tables for each market type
         # and wrap in a chain-map view for search / query.
         self._spot_pairs: dict[str, Pair] = {}  # spot info table
@@ -186,44 +190,13 @@ class Client:
         # market symbols for use by search. See `.exch_info()`.
         self._pairs: ChainMap[str, Pair] = ChainMap()
 
-        # spot EPs sesh
-        self._sesh = asks.Session(connections=4)
-        self._sesh.base_location: str = _spot_url
-        # spot testnet
-        self._test_sesh: asks.Session = asks.Session(connections=4)
-        self._test_sesh.base_location: str = _testnet_spot_url
-
-        # margin and extended spot endpoints session.
-        self._sapi_sesh = asks.Session(connections=4)
-        self._sapi_sesh.base_location: str = _spot_url
-
-        # futes EPs sesh
-        self._fapi_sesh = asks.Session(connections=4)
-        self._fapi_sesh.base_location: str = _futes_url
-        # futes testnet
-        self._test_fapi_sesh: asks.Session = asks.Session(connections=4)
-        self._test_fapi_sesh.base_location: str = _testnet_futes_url
-
         # global client "venue selection" mode.
         # set this when you want to switch venues and not have to
         # specify the venue for the next request.
         self.mkt_mode: MarketType = mkt_mode
 
-        # per 8
-        self.venue_sesh: dict[
-            str,  # venue key
-            tuple[asks.Session, str]  # session, eps path
-        ] = {
-            'spot': (self._sesh, '/api/v3/'),
-            'spot_testnet': (self._test_sesh, '/fapi/v1/'),
-
-            'margin': (self._sapi_sesh, '/sapi/v1/'),
-
-            'usdtm_futes': (self._fapi_sesh, '/fapi/v1/'),
-            'usdtm_futes_testnet': (self._test_fapi_sesh, '/fapi/v1/'),
-
-            # 'futes_coin': self._dapi,  # TODO
-        }
+        # per-mkt-venue API client table
+        self.venue_sesh = venue_sessions
 
         # lookup for going from `.mkt_mode: str` to the config
         # subsection `key: str`
@@ -238,40 +211,6 @@ class Client:
             'futes': ['usdtm_futes'],
         }
 
-        # for creating API keys see,
-        # https://www.binance.com/en/support/faq/how-to-create-api-keys-on-binance-360002502072
-        self.conf: dict = get_config()
-
-        for key, subconf in self.conf.items():
-            if api_key := subconf.get('api_key', ''):
-                venue_keys: list[str] = self.confkey2venuekeys[key]
-
-                venue_key: str
-                sesh: asks.Session
-                for venue_key in venue_keys:
-                    sesh, _ = self.venue_sesh[venue_key]
-
-                    api_key_header: dict = {
-                        # taken from official:
-                        # https://github.com/binance/binance-futures-connector-python/blob/main/binance/api.py#L47
-                        "Content-Type": "application/json;charset=utf-8",
-
-                        # TODO: prolly should just always query and copy
-                        # in the real latest ver?
-                        "User-Agent": "binance-connector/6.1.6smbz6",
-                        "X-MBX-APIKEY": api_key,
-                    }
-                    sesh.headers.update(api_key_header)
-
-                    # if `.use_tesnet = true` in the config then
-                    # also add headers for the testnet session which
-                    # will be used for all order control
-                    if subconf.get('use_testnet', False):
-                        testnet_sesh, _ = self.venue_sesh[
-                            venue_key + '_testnet'
-                        ]
-                        testnet_sesh.headers.update(api_key_header)
-
     def _mk_sig(
         self,
         data: dict,
@@ -290,7 +229,6 @@ class Client:
                 'to define the creds for auth-ed endpoints!?'
             )
 
-
         # XXX: Info on security and authentification
         # https://binance-docs.github.io/apidocs/#endpoint-security-type
         if not (api_secret := subconf.get('api_secret')):
@@ -319,7 +257,7 @@ class Client:
         params: dict,
 
         method: str = 'get',
-        venue: str | None = None,  # if None use `.mkt_mode` state
+        venue: str|None = None,  # if None use `.mkt_mode` state
         signed: bool = False,
         allow_testnet: bool = False,
 
@@ -330,8 +268,9 @@ class Client:
         - /fapi/v3/ USD-M FUTURES, or
         - /api/v3/ SPOT/MARGIN
 
-        account/market endpoint request depending on either passed in `venue: str`
-        or the current setting `.mkt_mode: str` setting, default `'spot'`.
+        account/market endpoint request depending on either passed in
+        `venue: str` or the current setting `.mkt_mode: str` setting,
+        default `'spot'`.
 
 
         Docs per venue API:
@@ -360,9 +299,6 @@ class Client:
                 venue=venue_key,
             )
 
-        sesh: asks.Session
-        path: str
-
         # Check if we're configured to route order requests to the
         # venue equivalent's testnet.
         use_testnet: bool = False
@@ -387,11 +323,12 @@ class Client:
             # ctl machinery B)
             venue_key += '_testnet'
 
-        sesh, path = self.venue_sesh[venue_key]
-
-        meth: Callable = getattr(sesh, method)
+        client: httpx.AsyncClient
+        path: str
+        client, path = self.venue_sesh[venue_key]
+        meth: Callable = getattr(client, method)
         resp = await meth(
-            path=path + endpoint,
+            url=path + endpoint,
             params=params,
             timeout=float('inf'),
         )
@@ -433,7 +370,15 @@ class Client:
                 item['filters'] = filters
 
             pair_type: Type = PAIRTYPES[venue]
-            pair: Pair = pair_type(**item)
+            try:
+                pair: Pair = pair_type(**item)
+            except Exception as e:
+                e.add_note(
+                    "\nDon't panic, prolly stupid binance changed their symbology schema again..\n"
+                    'Check out their API docs here:\n\n'
+                    'https://binance-docs.github.io/apidocs/spot/en/#exchange-information'
+                )
+                raise
             pair_table[pair.symbol.upper()] = pair
 
             # update an additional top-level-cross-venue-table
@@ -528,7 +473,9 @@ class Client:
 
         '''
         pair_table: dict[str, Pair] = self._venue2pairs[
-            venue or self.mkt_mode
+            venue
+            or
+            self.mkt_mode
         ]
         if (
             expiry
@@ -547,9 +494,9 @@ class Client:
             venues: list[str] = [venue]
 
         # batch per-venue download of all exchange infos
-        async with trio.open_nursery() as rn:
+        async with trio.open_nursery() as tn:
             for ven in venues:
-                rn.start_soon(
+                tn.start_soon(
                     self._cache_pairs,
                     ven,
                 )
@@ -602,11 +549,11 @@ class Client:
 
     ) -> dict[str, Any]:
 
-        fq_pairs: dict = await self.exch_info()
+        fq_pairs: dict[str, Pair] = await self.exch_info()
 
         # TODO: cache this list like we were in
         # `open_symbol_search()`?
-        keys: list[str] = list(fq_pairs)
+        # keys: list[str] = list(fq_pairs)
 
         return match_from_pairs(
             pairs=fq_pairs,
@@ -614,9 +561,20 @@ class Client:
             score_cutoff=50,
         )
 
+    def pair2venuekey(
+        self,
+        pair: Pair,
+    ) -> str:
+        return {
+            'USDTM': 'usdtm_futes',
+            'SPOT': 'spot',
+            # 'COINM': 'coin_futes',
+            # ^-TODO-^ bc someone might want it..?
+        }[pair.venue]
+
     async def bars(
         self,
-        symbol: str,
+        mkt: MktPair,
 
         start_dt: datetime | None = None,
         end_dt: datetime | None = None,
@@ -646,16 +604,20 @@ class Client:
         start_time = binance_timestamp(start_dt)
         end_time = binance_timestamp(end_dt)
 
+        bs_pair: Pair = self._pairs[mkt.bs_fqme.upper()]
+
         # https://binance-docs.github.io/apidocs/spot/en/#kline-candlestick-data
         bars = await self._api(
             'klines',
             params={
-                'symbol': symbol.upper(),
+                # NOTE: always query using their native symbology!
+                'symbol': mkt.bs_mktid.upper(),
                 'interval': '1m',
                 'startTime': start_time,
                 'endTime': end_time,
                 'limit': limit
             },
+            venue=self.pair2venuekey(bs_pair),
             allow_testnet=False,
         )
         new_bars: list[tuple] = []
@@ -972,17 +934,148 @@ class Client:
         await self.close_listen_key(key)
 
 
+_venue_urls: dict[str, str] = {
+    'spot': (
+        _spot_url,
+        '/api/v3/',
+    ),
+    'spot_testnet': (
+        _testnet_spot_url,
+        '/fapi/v1/'
+    ),
+    # margin and extended spot endpoints session.
+    # TODO: did this ever get implemented fully?
+    # 'margin': (
+    #     _spot_url,
+    #     '/sapi/v1/'
+    # ),
+
+    'usdtm_futes': (
+        _futes_url,
+        '/fapi/v1/',
+    ),
+
+    'usdtm_futes_testnet': (
+        _testnet_futes_url,
+        '/fapi/v1/',
+    ),
+
+    # TODO: for anyone who actually needs it ;P
+    # 'coin_futes': ()
+}
+
+
+def init_api_keys(
+    client: Client,
+    conf: dict[str, Any],
+) -> None:
+    '''
+    Set up per-venue API keys each http client according to the user's
+    `brokers.conf`.
+
+    For ex, to use spot-testnet and live usdt futures APIs:
+
+    ```toml
+        [binance]
+        # spot test net
+        spot.use_testnet = true
+        spot.api_key = '<spot_api_key_from_binance_account>'
+        spot.api_secret = '<spot_api_key_password>'
+
+        # futes live
+        futes.use_testnet = false
+        accounts.usdtm = 'futes'
+        futes.api_key = '<futes_api_key_from_binance>'
+        futes.api_secret = '<futes_api_key_password>''
+
+        # if uncommented will use the built-in paper engine and not
+        # connect to `binance` API servers for order ctl.
+        # accounts.paper = 'paper'
+    ```
+
+    '''
+    for key, subconf in conf.items():
+        if api_key := subconf.get('api_key', ''):
+            venue_keys: list[str] = client.confkey2venuekeys[key]
+
+            venue_key: str
+            client: httpx.AsyncClient
+            for venue_key in venue_keys:
+                client, _ = client.venue_sesh[venue_key]
+
+                api_key_header: dict = {
+                    # taken from official:
+                    # https://github.com/binance/binance-futures-connector-python/blob/main/binance/api.py#L47
+                    "Content-Type": "application/json;charset=utf-8",
+
+                    # TODO: prolly should just always query and copy
+                    # in the real latest ver?
+                    "User-Agent": "binance-connector/6.1.6smbz6",
+                    "X-MBX-APIKEY": api_key,
+                }
+                client.headers.update(api_key_header)
+
+                # if `.use_tesnet = true` in the config then
+                # also add headers for the testnet session which
+                # will be used for all order control
+                if subconf.get('use_testnet', False):
+                    testnet_sesh, _ = client.venue_sesh[
+                        venue_key + '_testnet'
+                    ]
+                    testnet_sesh.headers.update(api_key_header)
+
+
 @acm
-async def get_client() -> Client:
+async def get_client(
+    mkt_mode: MarketType = 'spot',
+) -> Client:
+    '''
+    Construct an single `piker` client which composes multiple underlying venue
+    specific API clients both for live and test networks.
 
-    client = Client()
-    await client.exch_info()
-    log.info(
-        f'{client} in {client.mkt_mode} mode: caching exchange infos..\n'
-        'Cached multi-market pairs:\n'
-        f'spot: {len(client._spot_pairs)}\n'
-        f'usdtm_futes: {len(client._ufutes_pairs)}\n'
-        f'Total: {len(client._pairs)}\n'
-    )
+    '''
+    venue_sessions: dict[
+        str,  # venue key
+        tuple[httpx.AsyncClient, str]  # session, eps path
+    ] = {}
+    async with AsyncExitStack() as client_stack:
+        for name, (base_url, path) in _venue_urls.items():
+            api: httpx.AsyncClient = await client_stack.enter_async_context(
+                httpx.AsyncClient(
+                    base_url=base_url,
+                    # headers={},
 
-    yield client
+                    # TODO: is there a way to numerate this?
+                    # https://www.python-httpx.org/advanced/clients/#why-use-a-client
+                    # connections=4
+                )
+            )
+            venue_sessions[name] = (
+                api,
+                path,
+            )
+
+        conf: dict[str, Any] = get_config()
+        # for creating API keys see,
+        # https://www.binance.com/en/support/faq/how-to-create-api-keys-on-binance-360002502072
+        client = Client(
+            venue_sessions=venue_sessions,
+            conf=conf,
+            mkt_mode=mkt_mode,
+        )
+        init_api_keys(
+            client=client,
+            conf=conf,
+        )
+        fq_pairs: dict[str, Pair] = await client.exch_info()
+        assert fq_pairs
+        log.info(
+            f'Loaded multi-venue `Client` in mkt_mode={client.mkt_mode!r}\n\n'
+            f'Symbology Summary:\n'
+            f'------ - ------\n'
+            f'spot: {len(client._spot_pairs)}\n'
+            f'usdtm_futes: {len(client._ufutes_pairs)}\n'
+            '------ - ------\n'
+            f'total: {len(client._pairs)}\n'
+        )
+        yield client

piker/brokers/binance/broker.py

@@ -264,15 +264,20 @@ async def open_trade_dialog(
     # do a open_symcache() call.. though maybe we can hide
     # this in a new async version of open_account()?
     async with open_cached_client('binance') as client:
-        subconf: dict = client.conf[venue_name]
-        use_testnet = subconf.get('use_testnet', False)
+        subconf: dict|None = client.conf.get(venue_name)
 
         # XXX: if no futes.api_key or spot.api_key has been set we
         # always fall back to the paper engine!
-        if not subconf.get('api_key'):
+        if (
+            not subconf
+            or
+            not subconf.get('api_key')
+        ):
             await ctx.started('paper')
             return
 
+        use_testnet: bool = subconf.get('use_testnet', False)
+
     async with (
         open_cached_client('binance') as client,
     ):

piker/brokers/binance/feed.py

@@ -48,6 +48,7 @@ import tractor
 
 from piker.brokers import (
     open_cached_client,
+    NoData,
 )
 from piker._cacheables import (
     async_lifo_cache,
@@ -252,24 +253,30 @@ async def open_history_client(
             else:
                 client.mkt_mode = 'spot'
 
-            # NOTE: always query using their native symbology!
-            mktid: str = mkt.bs_mktid
-            array = await client.bars(
-                mktid,
+            array: np.ndarray = await client.bars(
+                mkt=mkt,
                 start_dt=start_dt,
                 end_dt=end_dt,
             )
+            if array.size == 0:
+                raise NoData(
+                    f'No frame for {start_dt} -> {end_dt}\n'
+                )
+
             times = array['time']
-            if (
-                end_dt is None
-            ):
-                inow = round(time.time())
+            if not times.any():
+                raise ValueError(
+                    'Bad frame with null-times?\n\n'
+                    f'{times}'
+                )
+
+            if end_dt is None:
+                inow: int = round(time.time())
                 if (inow - times[-1]) > 60:
                     await tractor.pause()
 
             start_dt = from_timestamp(times[0])
             end_dt = from_timestamp(times[-1])
-
             return array, start_dt, end_dt
 
         yield get_ohlc, {'erlangs': 3, 'rate': 3}

piker/brokers/binance/venues.py

@@ -137,10 +137,12 @@ class SpotPair(Pair, frozen=True):
     quoteOrderQtyMarketAllowed: bool
     isSpotTradingAllowed: bool
     isMarginTradingAllowed: bool
+    otoAllowed: bool
 
     defaultSelfTradePreventionMode: str
     allowedSelfTradePreventionModes: list[str]
     permissions: list[str]
+    permissionSets: list[list[str]]
 
     # NOTE: see `.data._symcache.SymbologyCache.load()` for why
     ns_path: str = 'piker.brokers.binance:SpotPair'

piker/brokers/ib/_util.py

@@ -100,7 +100,7 @@ async def data_reset_hack(
         log.warning(
             no_setup_msg
             +
-            f'REQUIRES A `vnc_addrs: array` ENTRY'
+            'REQUIRES A `vnc_addrs: array` ENTRY'
         )
 
     vnc_host, vnc_port = vnc_sockaddr.get(
@@ -259,7 +259,7 @@ def i3ipc_xdotool_manual_click_hack() -> None:
                         timeout=timeout,
                     )
 
-    # re-activate and focus original window
+        # re-activate and focus original window
         subprocess.call([
             'xdotool',
             'windowactivate', '--sync', str(orig_win_id),

piker/brokers/ib/api.py

@@ -287,9 +287,31 @@ class Client:
         self.conf = config
 
         # NOTE: the ib.client here is "throttled" to 45 rps by default
-        self.ib = ib
+        self.ib: IB = ib
         self.ib.RaiseRequestErrors: bool = True
 
+        # self._acnt_names: set[str] = {}
+        self._acnt_names: list[str] = []
+
+    @property
+    def acnts(self) -> list[str]:
+        # return list(self._acnt_names)
+        return self._acnt_names
+
+    def __repr__(self) -> str:
+        return (
+            f'<{type(self).__name__}('
+            f'ib={self.ib} '
+            f'acnts={self.acnts}'
+
+            # TODO: we need to mask out acnt-#s and other private
+            # infos if we're going to console this!
+            # f' |_.conf:\n'
+            # f'    {pformat(self.conf)}\n'
+
+            ')>'
+        )
+
     async def get_fills(self) -> list[Fill]:
         '''
         Return list of rents `Fills` from trading session.
@@ -376,55 +398,63 @@ class Client:
             # whatToShow='MIDPOINT',
             # whatToShow='TRADES',
         )
-        log.info(
-            f'REQUESTING {ib_duration_str} worth {bar_size} BARS\n'
-            f'fqme: {fqme}\n'
-            f'global _enters: {_enters}\n'
-            f'kwargs: {pformat(kwargs)}\n'
-        )
-
         bars = await self.ib.reqHistoricalDataAsync(
             **kwargs,
         )
 
+        query_info: str = (
+            f'REQUESTING IB history BARS\n'
+            f'    ------ - ------\n'
+            f'dt_duration: {dt_duration}\n'
+            f'ib_duration_str: {ib_duration_str}\n'
+            f'bar_size: {bar_size}\n'
+            f'fqme: {fqme}\n'
+            f'actor-global _enters: {_enters}\n'
+            f'kwargs: {pformat(kwargs)}\n'
+        )
         # tail case if no history for range or none prior.
+        # NOTE: there's actually 3 cases here to handle (and
+        # this should be read alongside the implementation of
+        # `.reqHistoricalDataAsync()`):
+        # - a timeout occurred in which case insync internals return
+        #   an empty list thing with bars.clear()...
+        # - no data exists for the period likely due to
+        #   a weekend, holiday or other non-trading period prior to
+        #   ``end_dt`` which exceeds the ``duration``,
+        # - LITERALLY this is the start of the mkt's history!
         if not bars:
-            # NOTE: there's actually 3 cases here to handle (and
-            # this should be read alongside the implementation of
-            # `.reqHistoricalDataAsync()`):
-            # - a timeout occurred in which case insync internals return
-            #   an empty list thing with bars.clear()...
-            # - no data exists for the period likely due to
-            #   a weekend, holiday or other non-trading period prior to
-            #   ``end_dt`` which exceeds the ``duration``,
-            # - LITERALLY this is the start of the mkt's history!
+            # TODO: figure out wut's going on here.
 
+            # TODO: is this handy, a sync requester for tinkering
+            # with empty frame cases?
+            # def get_hist():
+            #     return self.ib.reqHistoricalData(**kwargs)
+            # import pdbp
+            # pdbp.set_trace()
 
-            # sync requester for debugging empty frame cases
-            def get_hist():
-                return self.ib.reqHistoricalData(**kwargs)
+            log.critical(
+                'STUPID IB SAYS NO HISTORY\n\n'
+                + query_info
+            )
 
-            assert get_hist
-            import pdbp
-            pdbp.set_trace()
-
-            return [], np.empty(0), dt_duration
             # TODO: we could maybe raise ``NoData`` instead if we
-            # rewrite the method in the first case? right now there's no
-            # way to detect a timeout.
+            # rewrite the method in the first case?
+            # right now there's no way to detect a timeout..
+            return [], np.empty(0), dt_duration
 
-        # NOTE XXX: ensure minimum duration in bars B)
-        # => we recursively call this method until we get at least
-        # as many bars such that they sum in aggregate to the the
-        # desired total time (duration) at most.
-        # XXX XXX XXX
-        # WHY DID WE EVEN NEED THIS ORIGINALLY!?
-        # XXX XXX XXX
-        # - if you query over a gap and get no data
-        #   that may short circuit the history 
+        log.info(query_info)
+        # NOTE XXX: ensure minimum duration in bars?
+        # => recursively call this method until we get at least as
+        #   many bars such that they sum in aggregate to the the
+        #   desired total time (duration) at most.
+        #  - if you query over a gap and get no data
+        #    that may short circuit the history
         if (
-            end_dt
-            and False
+            # XXX XXX XXX
+            # => WHY DID WE EVEN NEED THIS ORIGINALLY!? <=
+            # XXX XXX XXX
+            False
+            and end_dt
         ):
             nparr: np.ndarray = bars_to_np(bars)
             times: np.ndarray = nparr['time']
@@ -927,7 +957,10 @@ class Client:
                         warnset = True
 
             else:
-                log.info(f'Got first quote for {contract}')
+                log.info(
+                    'Got first quote for contract\n'
+                    f'{contract}\n'
+                )
                 break
         else:
             if timeouterr and raise_on_timeout:
@@ -991,8 +1024,12 @@ class Client:
                     outsideRth=True,
 
                     optOutSmartRouting=True,
+                    # TODO: need to understand this setting better as
+                    # it pertains to shit ass mms..
                     routeMarketableToBbo=True,
+
                     designatedLocation='SMART',
+
                     # TODO: make all orders GTC?
                     # https://interactivebrokers.github.io/tws-api/classIBApi_1_1Order.html#a95539081751afb9980f4c6bd1655a6ba
                     # goodTillDate=f"yyyyMMdd-HH:mm:ss",
@@ -1120,8 +1157,8 @@ def get_config() -> dict[str, Any]:
     names = list(accounts.keys())
     accts = section['accounts'] = bidict(accounts)
     log.info(
-        f'brokers.toml defines {len(accts)} accounts: '
-        f'{pformat(names)}'
+        f'{path} defines {len(accts)} account aliases:\n'
+        f'{pformat(names)}\n'
     )
 
     if section is None:
@@ -1188,7 +1225,7 @@ async def load_aio_clients(
         try_ports = list(try_ports.values())
 
     _err = None
-    accounts_def = config.load_accounts(['ib'])
+    accounts_def: dict[str, str] = config.load_accounts(['ib'])
     ports = try_ports if port is None else [port]
     combos = list(itertools.product(hosts, ports))
     accounts_found: dict[str, Client] = {}
@@ -1227,7 +1264,9 @@ async def load_aio_clients(
                 client = Client(ib=ib, config=conf)
 
                 # update all actor-global caches
-                log.info(f"Caching client for {sockaddr}")
+                log.runtime(
+                    f'Connected and caching `Client` @ {sockaddr!r}'
+                )
                 _client_cache[sockaddr] = client
                 break
 
@@ -1242,37 +1281,59 @@ async def load_aio_clients(
                 OSError,
             ) as ce:
                 _err = ce
-                log.warning(
-                    f'Failed to connect on {host}:{port} for {i} time with,\n'
-                    f'{ib.client.apiError.value()}\n'
-                    'retrying with a new client id..')
+                message: str = (
+                    f'Failed to connect on {host}:{port} after {i} tries with\n'
+                    f'{ib.client.apiError.value()!r}\n\n'
+                    'Retrying with a new client id..\n'
+                )
+                log.runtime(message)
+        else:
+            # XXX report loudly if we never established after all
+            # re-tries
+            log.warning(message)
 
         # Pre-collect all accounts available for this
         # connection and map account names to this client
         # instance.
         for value in ib.accountValues():
-            acct_number = value.account
+            acct_number: str = value.account
 
-            entry = accounts_def.inverse.get(acct_number)
-            if not entry:
+            acnt_alias: str = accounts_def.inverse.get(acct_number)
+            if not acnt_alias:
+
+                # TODO: should we constuct the below reco-ex from
+                # the existing config content?
+                _, path = config.load(
+                    conf_name='brokers',
+                )
                 raise ValueError(
-                    'No section in brokers.toml for account:'
-                    f' {acct_number}\n'
-                    f'Please add entry to continue using this API client'
+                    'No alias in account section for account!\n'
+                    f'Please add an acnt alias entry to your {path}\n'
+                    'For example,\n\n'
+
+                    '[ib.accounts]\n'
+                    'margin = {accnt_number!r}\n'
+                    '^^^^^^ <- you need this part!\n\n'
+
+                    'This ensures `piker` will not leak private acnt info '
+                    'to console output by default!\n'
                 )
 
             # surjection of account names to operating clients.
-            if acct_number not in accounts_found:
-                accounts_found[entry] = client
+            if acnt_alias not in accounts_found:
+                accounts_found[acnt_alias] = client
+                # client._acnt_names.add(acnt_alias)
+                client._acnt_names.append(acnt_alias)
 
-        log.info(
-            f'Loaded accounts for client @ {host}:{port}\n'
-            f'{pformat(accounts_found)}'
-        )
+        if accounts_found:
+            log.info(
+                f'Loaded accounts for api client\n\n'
+                f'{pformat(accounts_found)}\n'
+            )
 
-        # XXX: why aren't we just updating this directy above
-        # instead of using the intermediary `accounts_found`?
-        _accounts2clients.update(accounts_found)
+            # XXX: why aren't we just updating this directy above
+            # instead of using the intermediary `accounts_found`?
+            _accounts2clients.update(accounts_found)
 
     # if we have no clients after the scan loop then error out.
     if not _client_cache:
@@ -1472,7 +1533,7 @@ async def open_aio_client_method_relay(
         msg: tuple[str, dict] | dict | None = await from_trio.get()
         match msg:
             case None:  # termination sentinel
-                print('asyncio PROXY-RELAY SHUTDOWN')
+                log.info('asyncio `Client` method-proxy SHUTDOWN!')
                 break
 
             case (meth_name, kwargs):

piker/brokers/ib/broker.py

@@ -1183,7 +1183,14 @@ async def deliver_trade_events(
                         pos
                         and fill
                     ):
-                        assert fill.commissionReport == cr
+                        now_cr: CommissionReport = fill.commissionReport
+                        if (now_cr != cr):
+                            log.warning(
+                                'UhhHh ib updated the commission report mid-fill..?\n'
+                                f'was: {pformat(cr)}\n'
+                                f'now: {pformat(now_cr)}\n'
+                            )
+
                         await emit_pp_update(
                             ems_stream,
                             accounts_def,

piker/brokers/ib/feed.py

@@ -671,8 +671,8 @@ async def _setup_quote_stream(
         # making them mostly useless and explains why the scanner
         # is always slow XD
         # '293',  # Trade count for day
-        '294',  # Trade rate / minute
-        '295',  # Vlm rate / minute
+        # '294',  # Trade rate / minute
+        # '295',  # Vlm rate / minute
     ),
     contract: Contract | None = None,
 
@@ -915,9 +915,13 @@ async def stream_quotes(
 
         if first_ticker:
             first_quote: dict = normalize(first_ticker)
-            log.info(
-                'Rxed init quote:\n'
-                f'{pformat(first_quote)}'
+
+            # TODO: we need a stack-oriented log levels filters for
+            # this!
+            # log.info(message, filter={'stack': 'live_feed'}) ?
+            log.runtime(
+                'Rxed init quote:\n\n'
+                f'{pformat(first_quote)}\n'
             )
 
         # NOTE: it might be outside regular trading hours for
@@ -969,7 +973,11 @@ async def stream_quotes(
             raise_on_timeout=True,
         )
         first_quote: dict = normalize(first_ticker)
-        log.info(
+
+        # TODO: we need a stack-oriented log levels filters for
+        # this!
+        # log.info(message, filter={'stack': 'live_feed'}) ?
+        log.runtime(
             'Rxed init quote:\n'
             f'{pformat(first_quote)}'
         )

piker/brokers/ib/ledger.py

@@ -31,7 +31,11 @@ from typing import (
 )
 
 from bidict import bidict
-import pendulum
+from pendulum import (
+    DateTime,
+    parse,
+    from_timestamp,
+)
 from ib_insync import (
     Contract,
     Commodity,
@@ -66,10 +70,11 @@ tx_sort: Callable = partial(
     iter_by_dt,
     parsers={
         'dateTime': parse_flex_dt,
-        'datetime': pendulum.parse,
-        # for some some fucking 2022 and
-        # back options records...fuck me.
-        'date': pendulum.parse,
+        'datetime': parse,
+
+        # XXX: for some some fucking 2022 and
+        # back options records.. f@#$ me..
+        'date': parse,
     }
 )
 
@@ -89,15 +94,38 @@ def norm_trade(
 
     conid: int = str(record.get('conId') or record['conid'])
     bs_mktid: str = str(conid)
-    comms = record.get('commission')
-    if comms is None:
-        comms = -1*record['ibCommission']
 
-    price = record.get('price') or record['tradePrice']
+    # NOTE: sometimes weird records (like BTTX?)
+    # have no field for this?
+    comms: float = -1 * (
+        record.get('commission')
+        or record.get('ibCommission')
+        or 0
+    )
+    if not comms:
+        log.warning(
+            'No commissions found for record?\n'
+            f'{pformat(record)}\n'
+        )
+
+    price: float = (
+        record.get('price')
+        or record.get('tradePrice')
+    )
+    if price is None:
+        log.warning(
+            'No `price` field found in record?\n'
+            'Skipping normalization..\n'
+            f'{pformat(record)}\n'
+        )
+        return None
 
     # the api doesn't do the -/+ on the quantity for you but flex
     # records do.. are you fucking serious ib...!?
-    size = record.get('quantity') or record['shares'] * {
+    size: float|int = (
+        record.get('quantity')
+        or record['shares']
+    ) * {
         'BOT': 1,
         'SLD': -1,
     }[record['side']]
@@ -128,26 +156,31 @@ def norm_trade(
         # otype = tail[6]
         # strike = tail[7:]
 
-        print(f'skipping opts contract {symbol}')
+        log.warning(
+            f'Skipping option contract -> NO SUPPORT YET!\n'
+            f'{symbol}\n'
+        )
         return None
 
     # timestamping is way different in API records
-    dtstr = record.get('datetime')
-    date = record.get('date')
-    flex_dtstr = record.get('dateTime')
+    dtstr: str = record.get('datetime')
+    date: str = record.get('date')
+    flex_dtstr: str = record.get('dateTime')
 
     if dtstr or date:
-        dt = pendulum.parse(dtstr or date)
+        dt: DateTime = parse(dtstr or date)
 
     elif flex_dtstr:
         # probably a flex record with a wonky non-std timestamp..
-        dt = parse_flex_dt(record['dateTime'])
+        dt: DateTime = parse_flex_dt(record['dateTime'])
 
     # special handling of symbol extraction from
     # flex records using some ad-hoc schema parsing.
-    asset_type: str = record.get(
-        'assetCategory'
-    ) or record.get('secType', 'STK')
+    asset_type: str = (
+        record.get('assetCategory')
+        or record.get('secType')
+        or 'STK'
+    )
 
     if (expiry := (
             record.get('lastTradeDateOrContractMonth')
@@ -357,6 +390,7 @@ def norm_trade_records(
         if txn is None:
             continue
 
+        # inject txns sorted by datetime
         insort(
             records,
             txn,
@@ -405,7 +439,7 @@ def api_trades_to_ledger_entries(
                     txn_dict[attr_name] = val
 
         tid = str(txn_dict['execId'])
-        dt = pendulum.from_timestamp(txn_dict['time'])
+        dt = from_timestamp(txn_dict['time'])
         txn_dict['datetime'] = str(dt)
         acctid = accounts[txn_dict['acctNumber']]
 

piker/brokers/ib/symbols.py

@@ -209,7 +209,10 @@ async def open_symbol_search(ctx: tractor.Context) -> None:
                 break
 
             ib_client = proxy._aio_ns.ib
-            log.info(f'Using {ib_client} for symbol search')
+            log.info(
+                f'Using API client for symbol-search\n'
+                f'{ib_client}\n'
+            )
 
             last = time.time()
             async for pattern in stream:
@@ -294,7 +297,7 @@ async def open_symbol_search(ctx: tractor.Context) -> None:
                     elif stock_results:
                         break
                     # else:
-                    await tractor.pause()
+                    # await tractor.pause()
 
                     # # match against our ad-hoc set immediately
                     # adhoc_matches = fuzzy.extract(
@@ -522,7 +525,21 @@ async def get_mkt_info(
         venue = con.primaryExchange or con.exchange
 
     price_tick: Decimal = Decimal(str(details.minTick))
-    # price_tick: Decimal = Decimal('0.01')
+    ib_min_tick_gt_2: Decimal = Decimal('0.01')
+    if (
+        price_tick < ib_min_tick_gt_2
+    ):
+        # TODO: we need to add some kinda dynamic rounding sys
+        # to our MktPair i guess?
+        # not sure where the logic should sit, but likely inside
+        # the `.clearing._ems` i suppose...
+        log.warning(
+            'IB seems to disallow a min price tick < 0.01 '
+            'when the price is > 2.0..?\n'
+            f'Decreasing min tick precision for {fqme} to 0.01'
+        )
+        # price_tick = ib_min_tick
+        # await tractor.pause()
 
     if atype == 'stock':
         # XXX: GRRRR they don't support fractional share sizes for

piker/brokers/kraken/api.py

@@ -27,8 +27,8 @@ from typing import (
 )
 import time
 
+import httpx
 import pendulum
-import asks
 import numpy as np
 import urllib.parse
 import hashlib
@@ -60,6 +60,11 @@ log = get_logger('piker.brokers.kraken')
 
 # <uri>/<version>/
 _url = 'https://api.kraken.com/0'
+
+_headers: dict[str, str] = {
+    'User-Agent': 'krakenex/2.1.0 (+https://github.com/veox/python3-krakenex)'
+}
+
 # TODO: this is the only backend providing this right?
 # in which case we should drop it from the defaults and
 # instead make a custom fields descr in this module!
@@ -135,16 +140,15 @@ class Client:
     def __init__(
         self,
         config: dict[str, str],
+        httpx_client: httpx.AsyncClient,
+
         name: str = '',
         api_key: str = '',
         secret: str = ''
     ) -> None:
-        self._sesh = asks.Session(connections=4)
-        self._sesh.base_location = _url
-        self._sesh.headers.update({
-            'User-Agent':
-                'krakenex/2.1.0 (+https://github.com/veox/python3-krakenex)'
-        })
+
+        self._sesh: httpx.AsyncClient = httpx_client
+
         self._name = name
         self._api_key = api_key
         self._secret = secret
@@ -166,10 +170,9 @@ class Client:
         method: str,
         data: dict,
     ) -> dict[str, Any]:
-        resp = await self._sesh.post(
-            path=f'/public/{method}',
+        resp: httpx.Response = await self._sesh.post(
+            url=f'/public/{method}',
             json=data,
-            timeout=float('inf')
         )
         return resproc(resp, log)
 
@@ -180,18 +183,18 @@ class Client:
         uri_path: str
     ) -> dict[str, Any]:
         headers = {
-            'Content-Type':
-                'application/x-www-form-urlencoded',
-            'API-Key':
-                self._api_key,
-            'API-Sign':
-                get_kraken_signature(uri_path, data, self._secret)
+            'Content-Type': 'application/x-www-form-urlencoded',
+            'API-Key': self._api_key,
+            'API-Sign': get_kraken_signature(
+                uri_path,
+                data,
+                self._secret,
+            ),
         }
-        resp = await self._sesh.post(
-            path=f'/private/{method}',
+        resp: httpx.Response = await self._sesh.post(
+            url=f'/private/{method}',
             data=data,
             headers=headers,
-            timeout=float('inf')
         )
         return resproc(resp, log)
 
@@ -665,24 +668,36 @@ class Client:
 @acm
 async def get_client() -> Client:
 
-    conf = get_config()
-    if conf:
-        client = Client(
-            conf,
+    conf: dict[str, Any] = get_config()
+    async with httpx.AsyncClient(
+        base_url=_url,
+        headers=_headers,
 
-            # TODO: don't break these up and just do internal
-            # conf lookups instead..
-            name=conf['key_descr'],
-            api_key=conf['api_key'],
-            secret=conf['secret']
-        )
-    else:
-        client = Client({})
+        # TODO: is there a way to numerate this?
+        # https://www.python-httpx.org/advanced/clients/#why-use-a-client
+        # connections=4
+    ) as trio_client:
+        if conf:
+            client = Client(
+                conf,
+                httpx_client=trio_client,
 
-    # at startup, load all symbols, and asset info in
-    # batch requests.
-    async with trio.open_nursery() as nurse:
-        nurse.start_soon(client.get_assets)
-        await client.get_mkt_pairs()
+                # TODO: don't break these up and just do internal
+                # conf lookups instead..
+                name=conf['key_descr'],
+                api_key=conf['api_key'],
+                secret=conf['secret']
+            )
+        else:
+            client = Client(
+                conf={},
+                httpx_client=trio_client,
+            )
 
-    yield client
+        # at startup, load all symbols, and asset info in
+        # batch requests.
+        async with trio.open_nursery() as nurse:
+            nurse.start_soon(client.get_assets)
+            await client.get_mkt_pairs()
+
+        yield client

piker/brokers/kraken/broker.py

@@ -612,18 +612,18 @@ async def open_trade_dialog(
 
                 # enter relay loop
                 await handle_order_updates(
-                    client,
-                    ws,
-                    stream,
-                    ems_stream,
-                    apiflows,
-                    ids,
-                    reqids2txids,
-                    acnt,
-                    api_trans,
-                    acctid,
-                    acc_name,
-                    token,
+                    client=client,
+                    ws=ws,
+                    ws_stream=stream,
+                    ems_stream=ems_stream,
+                    apiflows=apiflows,
+                    ids=ids,
+                    reqids2txids=reqids2txids,
+                    acnt=acnt,
+                    ledger=ledger,
+                    acctid=acctid,
+                    acc_name=acc_name,
+                    token=token,
                 )
 
 
@@ -639,7 +639,8 @@ async def handle_order_updates(
 
     # transaction records which will be updated
     # on new trade clearing events (aka order "fills")
-    ledger_trans: dict[str, Transaction],
+    ledger: TransactionLedger,
+    # ledger_trans: dict[str, Transaction],
     acctid: str,
     acc_name: str,
     token: str,
@@ -699,7 +700,8 @@ async def handle_order_updates(
                     # if tid not in ledger_trans
                 }
                 for tid, trade in trades.items():
-                    assert tid not in ledger_trans
+                    # assert tid not in ledger_trans
+                    assert tid not in ledger
                     txid = trade['ordertxid']
                     reqid = trade.get('userref')
 
@@ -747,11 +749,17 @@ async def handle_order_updates(
                     client,
                     api_name_set='wsname',
                 )
-                ppmsgs = trades2pps(
-                    acnt,
-                    acctid,
-                    new_trans,
+                ppmsgs: list[BrokerdPosition] = trades2pps(
+                    acnt=acnt,
+                    ledger=ledger,
+                    acctid=acctid,
+                    new_trans=new_trans,
                 )
+                # ppmsgs = trades2pps(
+                #     acnt,
+                #     acctid,
+                #     new_trans,
+                # )
                 for pp_msg in ppmsgs:
                     await ems_stream.send(pp_msg)
 

piker/brokers/kucoin.py

@@ -16,10 +16,9 @@
 # along with this program.  If not, see <https://www.gnu.org/licenses/>.
 
 '''
-Kucoin broker backend
+Kucoin cex API backend.
 
 '''
-
 from contextlib import (
     asynccontextmanager as acm,
     aclosing,
@@ -42,7 +41,7 @@ import wsproto
 from uuid import uuid4
 
 from trio_typing import TaskStatus
-import asks
+import httpx
 from bidict import bidict
 import numpy as np
 import pendulum
@@ -212,8 +211,12 @@ def get_config() -> BrokerConfig | None:
 
 class Client:
 
-    def __init__(self) -> None:
-        self._config: BrokerConfig | None = get_config()
+    def __init__(
+        self,
+        httpx_client: httpx.AsyncClient,
+    ) -> None:
+        self._http: httpx.AsyncClient = httpx_client
+        self._config: BrokerConfig|None = get_config()
         self._pairs: dict[str, KucoinMktPair] = {}
         self._fqmes2mktids: bidict[str, str] = bidict()
         self._bars: list[list[float]] = []
@@ -227,18 +230,24 @@ class Client:
 
     ) -> dict[str, str | bytes]:
         '''
-        Generate authenticated request headers
+        Generate authenticated request headers:
+
         https://docs.kucoin.com/#authentication
+        https://www.kucoin.com/docs/basic-info/connection-method/authentication/creating-a-request
+        https://www.kucoin.com/docs/basic-info/connection-method/authentication/signing-a-message
 
         '''
-
         if not self._config:
             raise ValueError(
-                'No config found when trying to send authenticated request')
+                'No config found when trying to send authenticated request'
+            )
 
         str_to_sign = (
             str(int(time.time() * 1000))
-            + action + f'/api/{api}/{endpoint.lstrip("/")}'
+            +
+            action
+            +
+            f'/api/{api}/{endpoint.lstrip("/")}'
         )
 
         signature = base64.b64encode(
@@ -249,6 +258,7 @@ class Client:
             ).digest()
         )
 
+        # TODO: can we cache this between calls?
         passphrase = base64.b64encode(
             hmac.new(
                 self._config.key_secret.encode('utf-8'),
@@ -270,8 +280,10 @@ class Client:
         self,
         action: Literal['POST', 'GET'],
         endpoint: str,
+
         api: str = 'v2',
         headers: dict = {},
+
     ) -> Any:
         '''
         Generic request wrapper for Kucoin API
@@ -284,14 +296,19 @@ class Client:
                 api,
             )
 
-        api_url = f'https://api.kucoin.com/api/{api}/{endpoint}'
-
-        res = await asks.request(action, api_url, headers=headers)
-
-        json = res.json()
-        if 'data' in json:
-            return json['data']
+        req_meth: Callable = getattr(
+            self._http,
+            action.lower(),
+        )
+        res = await req_meth(
+            url=f'/{api}/{endpoint}',
+            headers=headers,
+        )
+        json: dict = res.json()
+        if (data := json.get('data')) is not None:
+            return data
         else:
+            api_url: str = self._http.base_url
             log.error(
                 f'Error making request to {api_url} ->\n'
                 f'{pformat(res)}'
@@ -311,7 +328,7 @@ class Client:
         '''
         token_type = 'private' if private else 'public'
         try:
-            data: dict[str, Any] | None = await self._request(
+            data: dict[str, Any]|None = await self._request(
                 'POST',
                 endpoint=f'bullet-{token_type}',
                 api='v1'
@@ -349,8 +366,8 @@ class Client:
             currencies: dict[str, Currency] = {}
             entries: list[dict] = await self._request(
                 'GET',
-                api='v1',
                 endpoint='currencies',
+                api='v1',
             )
             for entry in entries:
                 curr = Currency(**entry).copy()
@@ -366,7 +383,10 @@ class Client:
         dict[str, KucoinMktPair],
         bidict[str, KucoinMktPair],
     ]:
-        entries = await self._request('GET', 'symbols')
+        entries = await self._request(
+            'GET',
+            endpoint='symbols',
+        )
         log.info(f' {len(entries)} Kucoin market pairs fetched')
 
         pairs: dict[str, KucoinMktPair] = {}
@@ -567,13 +587,21 @@ def fqme_to_kucoin_sym(
 
 @acm
 async def get_client() -> AsyncGenerator[Client, None]:
-    client = Client()
+    '''
+    Load an API `Client` preconfigured from user settings
 
-    async with trio.open_nursery() as n:
-        n.start_soon(client.get_mkt_pairs)
-        await client.get_currencies()
+    '''
+    async with (
+        httpx.AsyncClient(
+            base_url=f'https://api.kucoin.com/api',
+        ) as trio_client,
+    ):
+        client = Client(httpx_client=trio_client)
+        async with trio.open_nursery() as tn:
+            tn.start_soon(client.get_mkt_pairs)
+            await client.get_currencies()
 
-    yield client
+        yield client
 
 
 @tractor.context

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/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/data/_web_bs.py

@@ -273,7 +273,7 @@ async def _reconnect_forever(
                 nobsws._connected.set()
                 await trio.sleep_forever()
         except HandshakeError:
-            log.exception(f'Retrying connection')
+            log.exception('Retrying connection')
 
         # ws & nursery block ends
 
@@ -359,8 +359,8 @@ async def open_autorecon_ws(
 
 
 '''
-JSONRPC response-request style machinery for transparent multiplexing of msgs
-over a NoBsWs.
+JSONRPC response-request style machinery for transparent multiplexing
+of msgs over a NoBsWs.
 
 '''
 
@@ -377,16 +377,20 @@ async def open_jsonrpc_session(
     url: str,
     start_id: int = 0,
     response_type: type = JSONRPCResult,
-    request_type: Optional[type] = None,
-    request_hook: Optional[Callable] = None,
-    error_hook: Optional[Callable] = None,
+    # request_type: Optional[type] = None,
+    # request_hook: Optional[Callable] = None,
+    # error_hook: Optional[Callable] = None,
 ) -> Callable[[str, dict], dict]:
 
+    # NOTE, store all request msgs so we can raise errors on the
+    # caller side!
+    req_msgs: dict[int, dict] = {}
+
     async with (
         trio.open_nursery() as n,
         open_autorecon_ws(url) as ws
     ):
-        rpc_id: Iterable = count(start_id)
+        rpc_id: Iterable[int] = count(start_id)
         rpc_results: dict[int, dict] = {}
 
         async def json_rpc(method: str, params: dict) -> dict:
@@ -394,26 +398,40 @@ async def open_jsonrpc_session(
             perform a json rpc call and wait for the result, raise exception in
             case of error field present on response
             '''
+            nonlocal req_msgs
+
+            req_id: int = next(rpc_id)
             msg = {
                 'jsonrpc': '2.0',
-                'id': next(rpc_id),
+                'id': req_id,
                 'method': method,
                 'params': params
             }
             _id = msg['id']
 
-            rpc_results[_id] = {
+            result = rpc_results[_id] = {
                 'result': None,
-                'event': trio.Event()
+                'error': None,
+                'event': trio.Event(),  # signal caller resp arrived
             }
+            req_msgs[_id] = msg
 
             await ws.send_msg(msg)
 
+            # wait for reponse before unblocking requester code
             await rpc_results[_id]['event'].wait()
 
-            ret = rpc_results[_id]['result']
+            if (maybe_result := result['result']):
+                ret = maybe_result
+                del rpc_results[_id]
 
-            del rpc_results[_id]
+            else:
+                err = result['error']
+                raise Exception(
+                    f'JSONRPC request failed\n'
+                    f'req: {msg}\n'
+                    f'resp: {err}\n'
+                )
 
             if ret.error is not None:
                 raise Exception(json.dumps(ret.error, indent=4))
@@ -428,6 +446,7 @@ async def open_jsonrpc_session(
             the server side.
 
             '''
+            nonlocal req_msgs
             async for msg in ws:
                 match msg:
                     case {
@@ -451,15 +470,29 @@ async def open_jsonrpc_session(
                         'params': _,
                     }:
                         log.debug(f'Recieved\n{msg}')
-                        if request_hook:
-                            await request_hook(request_type(**msg))
+                        # if request_hook:
+                        #     await request_hook(request_type(**msg))
 
                     case {
                         'error': error
                     }:
-                        log.warning(f'Recieved\n{error}')
-                        if error_hook:
-                            await error_hook(response_type(**msg))
+                        # if error_hook:
+                        #     await error_hook(response_type(**msg))
+
+                        # retreive orig request msg, set error
+                        # response in original "result" msg,
+                        # THEN FINALLY set the event to signal caller
+                        # to raise the error in the parent task.
+                        req_id: int = error['id']
+                        req_msg: dict = req_msgs[req_id]
+                        result: dict = rpc_results[req_id]
+                        result['error'] = error
+                        result['event'].set()
+                        log.error(
+                            f'JSONRPC request failed\n'
+                            f'req: {req_msg}\n'
+                            f'resp: {error}\n'
+                        )
 
                     case _:
                         log.warning(f'Unhandled JSON-RPC msg!?\n{msg}')

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(
@@ -132,7 +134,65 @@ 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(
@@ -147,21 +207,22 @@ async def spawn_emsd(
     """
     log.info('Spawning emsd')
 
-    portal = await Services.actor_n.start_actor(
+    smngr: ServiceMngr = get_service_mngr()
+    portal = await smngr.actor_n.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(
+    await smngr.start_service_task(
         'emsd',
         portal,
 

piker/service/_mngr.py

@@ -18,16 +18,29 @@
 daemon-service management API.
 
 """
+from __future__ import annotations
+from contextlib import (
+    asynccontextmanager as acm,
+    # contextmanager as cm,
+)
 from collections import defaultdict
+from dataclasses import (
+    dataclass,
+    field,
+)
+import functools
+import inspect
 from typing import (
     Callable,
     Any,
 )
 
-import trio
-from trio_typing import TaskStatus
+import msgspec
 import tractor
+import trio
+from trio import TaskStatus
 from tractor import (
+    ActorNursery,
     current_actor,
     ContextCancelled,
     Context,
@@ -39,6 +52,130 @@ from ._util import (
 )
 
 
+# TODO: implement a singleton deco-API for wrapping the below
+# factory's impl for general actor-singleton use?
+#
+# @singleton
+# async def open_service_mngr(
+#     **init_kwargs,
+# ) -> ServiceMngr:
+#     '''
+#     Note this function body is invoke IFF no existing singleton instance already
+#     exists in this proc's memory.
+
+#     '''
+#     # setup
+#     yield ServiceMngr(**init_kwargs)
+#     # teardown
+
+
+
+# TODO: singleton factory API instead of a class API
+@acm
+async def open_service_mngr(
+    *,
+    debug_mode: bool = False,
+
+    # impl deat which ensures a single global instance
+    _singleton: list[ServiceMngr|None] = [None],
+    **init_kwargs,
+
+) -> ServiceMngr:
+    '''
+    Open a multi-subactor-as-service-daemon tree supervisor.
+
+    The delivered `ServiceMngr` is a singleton instance for each
+    actor-process and is allocated on first open and never
+    de-allocated unless explicitly deleted by al call to
+    `del_service_mngr()`.
+
+    '''
+    # TODO: factor this an allocation into
+    # a `._mngr.open_service_mngr()` and put in the
+    # once-n-only-once setup/`.__aenter__()` part!
+    # -[ ] how to make this only happen on the `mngr == None` case?
+    #  |_ use `.trionics.maybe_open_context()` (for generic
+    #     async-with-style-only-once of the factory impl, though
+    #     what do we do for the allocation case?
+    #    / `.maybe_open_nursery()` (since for this specific case
+    #    it's simpler?) to activate
+    async with (
+        tractor.open_nursery() as an,
+        trio.open_nursery() as tn,
+    ):
+        # impl specific obvi..
+        init_kwargs.update({
+            'actor_n': an,
+            'service_n': tn,
+        })
+
+        mngr: ServiceMngr|None
+        if (mngr := _singleton[0]) is None:
+
+            log.info('Allocating a new service mngr!')
+            mngr = _singleton[0] = ServiceMngr(**init_kwargs)
+
+            # TODO: put into `.__aenter__()` section of
+            # eventual `@singleton_acm` API wrapper.
+            #
+            # assign globally for future daemon/task creation
+            mngr.actor_n = an
+            mngr.service_n = tn
+
+        else:
+            assert (
+                mngr.actor_n
+                and
+                mngr.service_tn
+            )
+            log.info(
+                'Using extant service mngr!\n\n'
+                f'{mngr!r}\n'  # it has a nice `.__repr__()` of services state
+            )
+
+        try:
+            # NOTE: this is a singleton factory impl specific detail
+            # which should be supported in the condensed
+            # `@singleton_acm` API?
+            mngr.debug_mode = debug_mode
+
+            yield mngr
+        finally:
+            # TODO: is this more clever/efficient?
+            # if 'samplerd' in mngr.service_tasks:
+            #     await mngr.cancel_service('samplerd')
+            tn.cancel_scope.cancel()
+
+
+
+def get_service_mngr() -> ServiceMngr:
+    '''
+    Try to get the singleton service-mngr for this actor presuming it
+    has already been allocated using,
+
+    .. code:: python
+
+        async with open_<@singleton_acm(func)>() as mngr`
+            ... this block kept open ...
+
+    If not yet allocated raise a `ServiceError`.
+
+    '''
+    # https://stackoverflow.com/a/12627202
+    # https://docs.python.org/3/library/inspect.html#inspect.Signature
+    maybe_mngr: ServiceMngr|None = inspect.signature(
+        open_service_mngr
+    ).parameters['_singleton'].default[0]
+
+    if maybe_mngr is None:
+        raise RuntimeError(
+            'Someone must allocate a `ServiceMngr` using\n\n'
+            '`async with open_service_mngr()` beforehand!!\n'
+        )
+
+    return maybe_mngr
+
+
 # TODO: we need remote wrapping and a general soln:
 # - factor this into a ``tractor.highlevel`` extension # pack for the
 #   library.
@@ -46,31 +183,46 @@ from ._util import (
 #   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:
+@dataclass
+class ServiceMngr:
+# class ServiceMngr(msgspec.Struct):
+    '''
+    A multi-subactor-as-service manager.
 
-    actor_n: tractor._supervise.ActorNursery
+    Spawn, supervise and monitor service/daemon subactors in a SC
+    process tree.
+
+    '''
+    actor_n: ActorNursery
     service_n: trio.Nursery
-    debug_mode: bool  # tractor sub-actor debug mode flag
+    debug_mode: bool = False # tractor sub-actor debug mode flag
+
     service_tasks: dict[
         str,
         tuple[
             trio.CancelScope,
+            Context,
             Portal,
             trio.Event,
         ]
-    ] = {}
-    locks = defaultdict(trio.Lock)
+    ] = field(default_factory=dict)
+
+    # internal per-service task mutexs
+    _locks = defaultdict(trio.Lock)
 
-    @classmethod
     async def start_service_task(
         self,
         name: str,
         portal: Portal,
+
+        # TODO: typevar for the return type of the target and then
+        # use it below for `ctx_res`?
         target: Callable,
+
         allow_overruns: bool = False,
         **ctx_kwargs,
 
-    ) -> (trio.CancelScope, Context):
+    ) -> (trio.CancelScope, Context, Any):
         '''
         Open a context in a service sub-actor, add to a stack
         that gets unwound at ``pikerd`` teardown.
@@ -83,6 +235,7 @@ class Services:
             task_status: TaskStatus[
                 tuple[
                     trio.CancelScope,
+                    Context,
                     trio.Event,
                     Any,
                 ]
@@ -90,64 +243,87 @@ class Services:
 
         ) -> Any:
 
+            # TODO: use the ctx._scope directly here instead?
+            # -[ ] actually what semantics do we expect for this
+            #   usage!?
             with trio.CancelScope() as cs:
+                try:
+                    async with portal.open_context(
+                        target,
+                        allow_overruns=allow_overruns,
+                        **ctx_kwargs,
 
-                async with portal.open_context(
-                    target,
-                    allow_overruns=allow_overruns,
-                    **ctx_kwargs,
+                    ) as (ctx, started):
 
-                ) 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:
+                        # unblock once the remote context has started
+                        complete = trio.Event()
+                        task_status.started((
+                            cs,
+                            ctx,
+                            complete,
+                            started,
+                        ))
+                        log.info(
+                            f'`pikerd` service {name} started with value {started}'
+                        )
                         # wait on any context's return value
                         # and any final portal result from the
                         # sub-actor.
-                        ctx_res: Any = await ctx.result()
+                        ctx_res: Any = await ctx.wait_for_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
+                        return (
+                            await portal.wait_for_result(),
+                            ctx_res,
+                        )
 
+                except ContextCancelled as ctxe:
+                    canceller: tuple[str, str] = ctxe.canceller
+                    our_uid: tuple[str, str] = current_actor().uid
+                    if (
+                        canceller != portal.chan.uid
+                        and
+                        canceller != our_uid
+                    ):
+                        log.cancel(
+                            f'Actor-service `{name}` was remotely cancelled by a peer?\n'
 
+                            # TODO: this would be a good spot to use
+                            # a respawn feature Bo
+                            f'-> Keeping `pikerd` service manager alive despite this inter-peer cancel\n\n'
 
-                    finally:
-                        await portal.cancel_actor()
-                        complete.set()
-                        self.service_tasks.pop(name)
+                            f'cancellee: {portal.chan.uid}\n'
+                            f'canceller: {canceller}\n'
+                        )
+                    else:
+                        raise
 
-        cs, complete, first = await self.service_n.start(open_context_in_task)
+                finally:
+                    # NOTE: the ctx MUST be cancelled first if we
+                    # don't want the above `ctx.wait_for_result()` to
+                    # raise a self-ctxc. WHY, well since from the ctx's
+                    # perspective the cancel request will have
+                    # arrived out-out-of-band at the `Actor.cancel()`
+                    # level, thus `Context.cancel_called == False`,
+                    # meaning `ctx._is_self_cancelled() == False`.
+                    # with trio.CancelScope(shield=True):
+                    # await ctx.cancel()
+                    await portal.cancel_actor()
+                    complete.set()
+                    self.service_tasks.pop(name)
+
+        cs, sub_ctx, complete, started = 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)
+        self.service_tasks[name] = (cs, sub_ctx, portal, complete)
+        return cs, sub_ctx, started
 
-        return cs, first
-
-    @classmethod
     async def cancel_service(
         self,
         name: str,
@@ -158,8 +334,80 @@ class Services:
 
         '''
         log.info(f'Cancelling `pikerd` service {name}')
-        cs, portal, complete = self.service_tasks[name]
-        cs.cancel()
+        cs, sub_ctx, portal, complete = self.service_tasks[name]
+
+        # cs.cancel()
+        await sub_ctx.cancel()
         await complete.wait()
-        assert name not in self.service_tasks, \
-            f'Serice task for {name} not terminated?'
+
+        if name in self.service_tasks:
+            # TODO: custom err?
+            # raise ServiceError(
+            raise RuntimeError(
+                f'Serice task for {name} not terminated?'
+            )
+
+        # assert name not in self.service_tasks, \
+        #     f'Serice task for {name} not terminated?'
+
+    async def start_service(
+        self,
+        daemon_name: str,
+        ctx_ep: Callable,  # kwargs must `partial`-ed in!
+
+        debug_mode: bool = False,
+        **tractor_actor_kwargs,
+
+    ) -> Context:
+        '''
+        Start a "service" task in a new sub-actor (daemon) and manage it's lifetime
+        indefinitely.
+
+        Services can be cancelled/shutdown using `.cancel_service()`.
+
+        '''
+        entry: tuple|None = self.service_tasks.get(daemon_name)
+        if entry:
+            (cs, sub_ctx, portal, complete) = entry
+            return sub_ctx
+
+        if daemon_name not in self.service_tasks:
+            portal = await self.actor_n.start_actor(
+                daemon_name,
+                debug_mode=(  # maybe set globally during allocate
+                    debug_mode
+                    or
+                    self.debug_mode
+                ),
+                **tractor_actor_kwargs,
+            )
+            ctx_kwargs: dict[str, Any] = {}
+            if isinstance(ctx_ep, functools.partial):
+                ctx_kwargs: dict[str, Any] = ctx_ep.keywords
+                ctx_ep: Callable = ctx_ep.func
+
+            (cs, sub_ctx, started) = await self.start_service_task(
+                daemon_name,
+                portal,
+                ctx_ep,
+                **ctx_kwargs,
+            )
+
+            return sub_ctx
+
+
+# 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
+# import tractor
+# from tractor.hilevel import (
+#     open_service_mngr,
+#     ServiceMngr,
+# )
+# mngr: ServiceMngr|None = None
+# with tractor.hilevel.open_service_mngr() as mngr:
+#     Services = proxy(mngr)

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,
 

piker/tsp/__init__.py

@@ -458,13 +458,15 @@ async def start_backfill(
                     'bf_until <- last_start_dt:\n'
                     f'{backfill_until_dt} <- {last_start_dt}\n'
                 )
-
-                # ugh, what's a better way?
-                # TODO: fwiw, we probably want a way to signal a throttle
-                # condition (eg. with ib) so that we can halt the
-                # request loop until the condition is resolved?
-                if timeframe > 1:
-                    await tractor.pause()
+                # UGH: what's a better way?
+                # TODO: backends are responsible for being correct on
+                # this right!?
+                # -[ ] in the `ib` case we could maybe offer some way
+                #     to halt the request loop until the condition is
+                #     resolved or should the backend be entirely in
+                #     charge of solving such faults? yes, right?
+                # if timeframe > 1:
+                #     await tractor.pause()
                 return
 
             assert (
@@ -578,6 +580,7 @@ async def start_backfill(
                     'crypto',
                     'crypto_currency',
                     'fiat',  # a "forex pair"
+                    'perpetual_future',  # stupid "perps" from cex land
                 }:
                     # for now, our table key schema is not including
                     # the dst[/src] source asset token.

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" }

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(