Add `.cancel()` log around `_async_main()` KBI-exit

ib: bump `docker/ib/README.rst`
For the new github image, a high-level look at its basic features/usage/docs and prosing around our expected default usage with the `piker.brokers.ib` backend.
2026-01-01 17:37:50 -05:00 · 2026-01-01 17:37:36 -05:00 · 2026-01-01 17:37:36 -05:00 · 2026-01-01 17:37:36 -05:00 · 2026-01-01 17:37:36 -05:00 · 2026-01-01 17:37:36 -05:00
35 changed files with 1280 additions and 1847 deletions
--- a/README.rst
+++ b/README.rst
@ -93,13 +93,13 @@ bc why install with `python` when you can faster with `rust` ::
    # ^ astral's docs,
    # https://docs.astral.sh/uv/concepts/projects/sync/

-include all GUIs (ex. for charting)::
+include all GUIs ::

    uv sync --extra uis

-AND with all our hacking tools and WIP integrations::
+AND with all our hacking tools::

-    uv sync --dev --all-extras 
+    uv sync --dev --extra uis


 Ensure you can run the root-daemon::
@ -107,21 +107,13 @@ Ensure you can run the root-daemon::
    uv run pikerd [-l info --pdb]


-install on nix(os)
-******************
+hacky install on nixos
+**********************
 ``NixOS`` is our core devs' distro of choice for which we offer
-a stringently defined development shell envoirment that can currently
-be applied in one of 2 ways::
+a stringently defined development shell envoirment that can be loaded with::

-    # ONLY if running on X11
    nix-shell default.nix

-Or if you prefer flakes style and a modern DE::
-
-    # ONLY if also running on Wayland
-    nix develop  # for default bash
-    nix develop -c uv run xonsh  # for @goodboy's preferred sh B)
-

 start a chart
 *************
--- a/config/brokers.toml
+++ b/config/brokers.toml
@ -1,5 +1,6 @@
+################
 # ---- CEXY ----
-
+################
 [binance]
 accounts.paper = 'paper'

@ -12,41 +13,28 @@ accounts.spot = 'spot'
 spot.use_testnet = false
 spot.api_key = ''
 spot.api_secret = ''
-# ------ binance ------


 [deribit]
-# std assets
 key_id = ''
 key_secret = ''
-# options
-accounts.option = 'option'
-option.use_testnet = false
-option.key_id = ''
-option.key_secret = ''
-# aux logging from `cryptofeed`
-option.log.filename = 'cryptofeed.log'
-option.log.level = 'DEBUG'
-option.log.disabled = true
-# ------ deribit ------


 [kraken]
 key_descr = ''
 api_key = ''
 secret = ''
-# ------ kraken ------


 [kucoin]
 key_id = ''
 key_secret = ''
 key_passphrase = ''
-# ------ kucoin ------


+################
 # -- BROKERZ ---
-
+################
 [questrade]
 refresh_token = ''
 access_token = ''
@ -54,55 +42,44 @@ api_server = 'https://api06.iq.questrade.com/'
 expires_in = 1800
 token_type = 'Bearer'
 expires_at = 1616095326.355846
-# ------ questrade ------


 [ib]
-# define the (set of) host-port socketaddrs that
-# brokerd.ib will scan to connect to an API endpoint
-# (ib-gw or ib-tws listening instances)
 hosts = [
    '127.0.0.1',
 ]
+# XXX: the order in which ports will be scanned
+# (by the `brokerd` daemon-actor)
+# is determined # by the line order here.
+# TODO: when we eventually spawn gateways in our
+# container, we can just dynamically allocate these
+# using IBC.
 ports = [
    4002,  # gw
    7497,  # tws
 ]

-# When API endpoints are being scanned durin startup, the order
-# of user-defined-account "names" (as defined below) here
-# determines which py-client connection is given priority to be
-# used for data-feed-requests by according to whichever client
-# connected to an API endpoing which reported the equivalent
-# account number for that name.
+# XXX: for a paper account the flex web query service
+# is not supported so you have to manually download
+# and XML report and put it in a location that can be
+# accessed by the ``brokerd.ib`` backend code for parsing.
+flex_token = ''
+flex_trades_query_id = ''  # live account
+
+# when clients are being scanned this determines
+# which clients are preferred to be used for data
+# feeds based on the order of account names, if
+# detected as active on an API client.
 prefer_data_account = [
    'paper',
    'margin',
    'ira',
 ]

-# For long-term trades txn (transaction) history
-# processing (i.e your txn ledger with IB) you can
-# (automatically for live accounts) query the FLEX
-# report system for past history.
-#
-# (For paper accounts the web query service
-# is not supported so you have to manually download
-# an XML report and put it in a location that can be
-# accessed by our `brokerd.ib` backend code for parsing).
-#
-flex_token = ''
-flex_trades_query_id = ''  # live account
-
-# define "aliases" (names) for each account number
-# such that the names can be reffed and logged throughout
-# `piker.accounting` subsys and more easily
-# referred to  by the user.
-#
-# These keys will be the set exposed through the order-mode
-# account-selection UI so that numbers are never shown.
 [ib.accounts]
-paper = 'DU0000000'  # <- literal account #
-margin = 'U0000000'
-ira = 'U0000000'
-# ------ ib ------
+# the order in which accounts will be selectable
+# in the order mode UI (if found via clients during
+# API-app scanning)when a new symbol is loaded.
+paper = 'XX0000000'
+margin = 'X0000000'
+ira = 'X0000000'
--- a/default.nix
+++ b/default.nix
@ -11,12 +11,11 @@ let
  libxkbcommonStorePath = lib.getLib libxkbcommon;
  xcbutilcursorStorePath = lib.getLib xcb-util-cursor;

-  pypkgs = python313Packages;
-  qtpyStorePath = lib.getLib pypkgs.qtpy;
-  pyqt6StorePath = lib.getLib pypkgs.pyqt6;
-  pyqt6SipStorePath = lib.getLib pypkgs.pyqt6-sip;
-  rapidfuzzStorePath = lib.getLib pypkgs.rapidfuzz;
-  qdarkstyleStorePath = lib.getLib pypkgs.qdarkstyle;
+  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;
@ -52,12 +51,12 @@ stdenv.mkDerivation {
    xorg.xcbutilrenderutil

    # Python requirements.
-    python313
-    uv
-    pypkgs.qdarkstyle
-    pypkgs.rapidfuzz
-    pypkgs.pyqt6
-    pypkgs.qtpy
+    python312Full
+    python312Packages.uv
+    python312Packages.qdarkstyle
+    python312Packages.rapidfuzz
+    python312Packages.pyqt6
+    python312Packages.qtpy
  ];
  src = null;
  shellHook = ''
@ -114,11 +113,11 @@ stdenv.mkDerivation {

    export LD_LIBRARY_PATH

-    RPDFUZZ_PATH="${rapidfuzzStorePath}/lib/python3.13/site-packages"
-    QDRKSTYLE_PATH="${qdarkstyleStorePath}/lib/python3.13/site-packages"
-    QTPY_PATH="${qtpyStorePath}/lib/python3.13/site-packages"
-    PYQT6_PATH="${pyqt6StorePath}/lib/python3.13/site-packages"
-    PYQT6_SIP_PATH="${pyqt6SipStorePath}/lib/python3.13/site-packages"
+    RPDFUZZ_PATH="${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"
@ -128,8 +127,8 @@ stdenv.mkDerivation {

    export PATCH

-    # install all dev and extras
-    uv sync --dev --all-extras
+    # Install deps
+    uv lock

  '';
 }
--- a/dockering/ib/README.rst
+++ b/dockering/ib/README.rst
@ -24,8 +24,9 @@ here is an example using ``vncclient`` on ``linux``::

    vncviewer localhost:5900

-now enter the pw (password) you set via an (see second code blob)
-`.env file`_ or pw-file according to the `credentials section`_.
+
+now enter the pw you set via an (see second code blob) `.env file`_
+or pw-file according to the `credentials section`_.

 If you want to change away from their default config see the example
 `docker-compose.yml`-config issue and config-section of the readme,
@ -38,74 +39,6 @@ If you want to change away from their default config see the example
 .. _credentials section: https://github.com/gnzsnz/ib-gateway-docker?tab=readme-ov-file#credentials


-Connecting to the API from `piker`
---------------------------------
-In order to expose the container's API endpoint to the
-`brokerd/datad/ib` actor, we need to add a section to the user's
-`brokers.toml` config (note the below is similar to the repo-shipped
-template file),
-
-.. code:: toml
-
-    [ib]
-    # define the (set of) host-port socketaddrs that
-    # brokerd.ib will scan to connect to an API endpoint
-    # (ib-gw or ib-tws listening instances)
-    hosts = [
-        '127.0.0.1',
-    ]
-    ports = [
-        4002,  # gw
-        7497,  # tws
-    ]
-
-    # When API endpoints are being scanned durin startup, the order
-    # of user-defined-account "names" (as defined below) here
-    # determines which py-client connection is given priority to be
-    # used for data-feed-requests by according to whichever client
-    # connected to an API endpoing which reported the equivalent
-    # account number for that name.
-    prefer_data_account = [
-        'paper',
-        'margin',
-        'ira',
-    ]
-
-    # define "aliases" (names) for each account number
-    # such that the names can be reffed and logged throughout
-    # `piker.accounting` subsys and more easily
-    # referred to  by the user.
-    #
-    # These keys will be the set exposed through the order-mode
-    # account-selection UI so that numbers are never shown.
-    [ib.accounts]
-    paper = 'XX0000000'
-    margin = 'X0000000'
-    ira = 'X0000000'
-
-
-the broker daemon can also connect to the container's VNC server for
-added functionalies including,
-
- viewing the API endpoint program's GUI for manual interventions,
- workarounds for historical data throttling using hotkey hacks,
-
-Add a further section to `brokers.toml` which maps each API-ep's
-port to a table of VNC server connection info like,
-
-.. code:: toml
-
-    [ib.vnc_addrs]
-    4002 = {host = 'localhost', port = 5900, pw = 'doggy'}
-
-The `pw = 'doggy'` here ^ should the same value as the particular
-container instances `.env` file setting (when it was run),
-
-.. code:: ini
-
-    VNC_SERVER_PASSWORD='doggy'
-
-
 IF you also want to run ``TWS``
 -------------------------------
 You can also run it containerized,
--- a/dockering/ib/docker-compose.yml
+++ b/dockering/ib/docker-compose.yml
@ -1,15 +1,10 @@
-# a community maintained IB API container!
-#
-# https://github.com/gnzsnz/ib-gateway-docker
-#
-# For piker we (currently) include some minor deviations
-# for some config files in the `volumes` section.
-#
-# See full configuration settings @
-# - https://github.com/gnzsnz/ib-gateway-docker?tab=readme-ov-file#configuration
-# - https://github.com/gnzsnz/ib-gateway-docker/discussions/103
+# rework from the original @
+# https://github.com/waytrade/ib-gateway-docker/blob/master/docker-compose.yml
+version: "3.5"
+

 services:
+
  ib_gw_paper:

    # apparently java is a mega cukc:
@ -55,22 +50,16 @@ services:
        target: /root/scripts/run_x11_vnc.sh
        read_only: true

-    # NOTE: an alt method to fill these out is to
-    # define an `.env` file in the same dir as
-    # this compose file.
+    # NOTE:to fill these out, define an `.env` file in the same dir as
+    # this compose file which looks something like:
+    # TWS_USERID='myuser'
+    # TWS_PASSWORD='guest'
    environment:
      TWS_USERID: ${TWS_USERID}
-      # TWS_USERID: 'myuser'
      TWS_PASSWORD: ${TWS_PASSWORD}
-      # TWS_PASSWORD: 'guest'
-      TRADING_MODE: ${TRADING_MODE}
-      # TRADING_MODE: 'paper'
-      VNC_SERVER_PASSWORD: ${VNC_SERVER_PASSWORD}
-      # VNC_SERVER_PASSWORD: 'doggy'
-
-      # TODO, see if we can get this supported like it
-      # was on the old `waytrade` image?
-      # VNC_SERVER_PORT: '3003'
+      TRADING_MODE: 'paper'
+      VNC_SERVER_PASSWORD: 'doggy'
+      VNC_SERVER_PORT: '3003'

    # ports:
    #   - target: 4002
@ -87,9 +76,6 @@ services:
      # - "127.0.0.1:4002:4002"
      # - "127.0.0.1:5900:5900"

-  # TODO, a masked but working example of dual paper + live
-  # ib-gw instances running in a single app run!
-  #
  # ib_gw_live:
  #   image: waytrade/ib-gateway:1012.2i
  #   restart: no
--- a/flake.lock
+++ b/flake.lock
@ -1,24 +1,135 @@
 {
  "nodes": {
-    "nixpkgs": {
+    "flake-utils": {
+      "inputs": {
+        "systems": "systems"
+      },
      "locked": {
-        "lastModified": 1765779637,
-        "narHash": "sha256-KJ2wa/BLSrTqDjbfyNx70ov/HdgNBCBBSQP3BIzKnv4=",
-        "owner": "nixos",
-        "repo": "nixpkgs",
-        "rev": "1306659b587dc277866c7b69eb97e5f07864d8c4",
+        "lastModified": 1689068808,
+        "narHash": "sha256-6ixXo3wt24N/melDWjq70UuHQLxGV8jZvooRanIHXw0=",
+        "owner": "numtide",
+        "repo": "flake-utils",
+        "rev": "919d646de7be200f3bf08cb76ae1f09402b6f9b4",
        "type": "github"
      },
      "original": {
-        "owner": "nixos",
+        "owner": "numtide",
+        "repo": "flake-utils",
+        "type": "github"
+      }
+    },
+    "flake-utils_2": {
+      "inputs": {
+        "systems": "systems_2"
+      },
+      "locked": {
+        "lastModified": 1689068808,
+        "narHash": "sha256-6ixXo3wt24N/melDWjq70UuHQLxGV8jZvooRanIHXw0=",
+        "owner": "numtide",
+        "repo": "flake-utils",
+        "rev": "919d646de7be200f3bf08cb76ae1f09402b6f9b4",
+        "type": "github"
+      },
+      "original": {
+        "owner": "numtide",
+        "repo": "flake-utils",
+        "type": "github"
+      }
+    },
+    "nix-github-actions": {
+      "inputs": {
+        "nixpkgs": [
+          "poetry2nix",
+          "nixpkgs"
+        ]
+      },
+      "locked": {
+        "lastModified": 1688870561,
+        "narHash": "sha256-4UYkifnPEw1nAzqqPOTL2MvWtm3sNGw1UTYTalkTcGY=",
+        "owner": "nix-community",
+        "repo": "nix-github-actions",
+        "rev": "165b1650b753316aa7f1787f3005a8d2da0f5301",
+        "type": "github"
+      },
+      "original": {
+        "owner": "nix-community",
+        "repo": "nix-github-actions",
+        "type": "github"
+      }
+    },
+    "nixpkgs": {
+      "locked": {
+        "lastModified": 1692174805,
+        "narHash": "sha256-xmNPFDi/AUMIxwgOH/IVom55Dks34u1g7sFKKebxUm0=",
+        "owner": "NixOS",
+        "repo": "nixpkgs",
+        "rev": "caac0eb6bdcad0b32cb2522e03e4002c8975c62e",
+        "type": "github"
+      },
+      "original": {
+        "owner": "NixOS",
        "ref": "nixos-unstable",
        "repo": "nixpkgs",
        "type": "github"
      }
    },
+    "poetry2nix": {
+      "inputs": {
+        "flake-utils": "flake-utils_2",
+        "nix-github-actions": "nix-github-actions",
+        "nixpkgs": [
+          "nixpkgs"
+        ]
+      },
+      "locked": {
+        "lastModified": 1692048894,
+        "narHash": "sha256-cDw03rso2V4CDc3Mll0cHN+ztzysAvdI8pJ7ybbz714=",
+        "ref": "refs/heads/pyqt6",
+        "rev": "b059ad4c3051f45d6c912e17747aae37a9ec1544",
+        "revCount": 2276,
+        "type": "git",
+        "url": "file:///home/lord_fomo/repos/poetry2nix"
+      },
+      "original": {
+        "type": "git",
+        "url": "file:///home/lord_fomo/repos/poetry2nix"
+      }
+    },
    "root": {
      "inputs": {
-        "nixpkgs": "nixpkgs"
+        "flake-utils": "flake-utils",
+        "nixpkgs": "nixpkgs",
+        "poetry2nix": "poetry2nix"
+      }
+    },
+    "systems": {
+      "locked": {
+        "lastModified": 1681028828,
+        "narHash": "sha256-Vy1rq5AaRuLzOxct8nz4T6wlgyUR7zLU309k9mBC768=",
+        "owner": "nix-systems",
+        "repo": "default",
+        "rev": "da67096a3b9bf56a91d16901293e51ba5b49a27e",
+        "type": "github"
+      },
+      "original": {
+        "owner": "nix-systems",
+        "repo": "default",
+        "type": "github"
+      }
+    },
+    "systems_2": {
+      "locked": {
+        "lastModified": 1681028828,
+        "narHash": "sha256-Vy1rq5AaRuLzOxct8nz4T6wlgyUR7zLU309k9mBC768=",
+        "owner": "nix-systems",
+        "repo": "default",
+        "rev": "da67096a3b9bf56a91d16901293e51ba5b49a27e",
+        "type": "github"
+      },
+      "original": {
+        "owner": "nix-systems",
+        "repo": "default",
+        "type": "github"
      }
    }
  },
--- a/flake.nix
+++ b/flake.nix
@ -1,103 +1,180 @@
-# An "impure" template thx to `pyproject.nix`,
-# https://pyproject-nix.github.io/pyproject.nix/templates.html#impure
-# https://github.com/pyproject-nix/pyproject.nix/blob/master/templates/impure/flake.nix
-{
-  description = "An impure `piker` overlay using `uv` with Nix(OS)";
+# NOTE: to convert to a poetry2nix env like this here are the
+# steps:
+# - install poetry in your system nix config
+# - convert the repo to use poetry using `poetry init`:
+#   https://python-poetry.org/docs/basic-usage/#initialising-a-pre-existing-project
+# - then manually ensuring all deps are converted over:
+# - add this file to the repo and commit it
+# - 

-  inputs = {
-    nixpkgs.url = "github:nixos/nixpkgs/nixos-unstable";
+# GROKin tips:
+# - CLI eps are (ostensibly) added via an `entry_points.txt`:
+#   - https://packaging.python.org/en/latest/specifications/entry-points/#file-format
+#   - https://github.com/nix-community/poetry2nix/blob/master/editable.nix#L49
+{
+  description = "piker: trading gear for hackers (pkged with poetry2nix)";
+
+  inputs.flake-utils.url = "github:numtide/flake-utils";
+  inputs.nixpkgs.url = "github:NixOS/nixpkgs/nixos-unstable";
+
+  # see https://github.com/nix-community/poetry2nix/tree/master#api
+  inputs.poetry2nix = {
+    # url = "github:nix-community/poetry2nix";
+    # url = "github:K900/poetry2nix/qt5-explicit-deps";
+    url = "/home/lord_fomo/repos/poetry2nix";
+
+    inputs.nixpkgs.follows = "nixpkgs";
  };

-  outputs =
-    { nixpkgs, ... }:
-    let
-      inherit (nixpkgs) lib;
-      forAllSystems = lib.genAttrs lib.systems.flakeExposed;
-    in
-    {
-      devShells = forAllSystems (
-        system:
-        let
-          pkgs = nixpkgs.legacyPackages.${system};
+  outputs = {
+    self,
+    nixpkgs,
+    flake-utils,
+    poetry2nix,
+  }:
+    # TODO: build cross-OS and use the `${system}` var thingy..
+    flake-utils.lib.eachDefaultSystem (system:
+      let
+        # use PWD as sources
+        projectDir = ./.;
+        pyproject = ./pyproject.toml;
+        poetrylock = ./poetry.lock;

-          # do store-path extractions
-          qt6baseStorePath = lib.getLib pkgs.qt6.qtbase;
-          # ?TODO? can remove below since manual linking not needed?
-          # qt6QtWaylandStorePath = lib.getLib pkgs.qt6.qtwayland;
+        # TODO: port to 3.11 and support both versions?
+        python = "python3.10";

-          # XXX NOTE XXX, for now we overlay specific pkgs via
-          # a major-version-pinned-`cpython`
-          cpython = "python313";
-          pypkgs = pkgs."${cpython}Packages";
-        in
-        {
-          default = pkgs.mkShell {
+        # for more functions and examples.
+        # inherit
+        # (poetry2nix.legacyPackages.${system})
+        # mkPoetryApplication;
+        # pkgs = nixpkgs.legacyPackages.${system};

-            packages = with pkgs; [
-              # XXX, ensure sh completions active!
-              bashInteractive
-              bash-completion
+        pkgs = nixpkgs.legacyPackages.x86_64-linux;
+        lib = pkgs.lib;
+        p2npkgs = poetry2nix.legacyPackages.x86_64-linux;

-              # dev utils
-              ruff
-              pypkgs.ruff
+        # define all pkg overrides per dep, see edgecases.md:
+        # https://github.com/nix-community/poetry2nix/blob/master/docs/edgecases.md
+        # TODO: add these into the json file:
+        # https://github.com/nix-community/poetry2nix/blob/master/overrides/build-systems.json
+        pypkgs-build-requirements = {
+          asyncvnc = [ "setuptools" ];
+          eventkit = [ "setuptools" ];
+          ib-insync = [ "setuptools" "flake8" ];
+          msgspec = [ "setuptools"];
+          pdbp = [ "setuptools" ];
+          pyqt6-sip = [ "setuptools" ];
+          tabcompleter = [ "setuptools" ];
+          tractor = [ "setuptools" ];
+          tricycle = [ "setuptools" ];
+          trio-typing = [ "setuptools" ];
+          trio-util = [ "setuptools" ];
+          xonsh = [ "setuptools" ];
+        };

-              qt6.qtwayland
-              qt6.qtbase
+        # auto-generate override entries
+        p2n-overrides = p2npkgs.defaultPoetryOverrides.extend (self: super:
+          builtins.mapAttrs (package: build-requirements:
+            (builtins.getAttr package super).overridePythonAttrs (old: {
+              buildInputs = (
+                old.buildInputs or [ ]
+              ) ++ (
+                builtins.map (
+                  pkg: if builtins.isString pkg then builtins.getAttr pkg super else pkg
+                  ) build-requirements
+              );
+            })
+          ) pypkgs-build-requirements
+        );

-              uv
-              python313  # ?TODO^ how to set from `cpython` above?
-              pypkgs.pyqt6
-              pypkgs.pyqt6-sip
-              pypkgs.qtpy
-              pypkgs.qdarkstyle
-              pypkgs.rapidfuzz
-            ];
+        # override some ahead-of-time compiled extensions
+        # to be built with their wheels.
+        ahot_overrides = p2n-overrides.extend(
+          final: prev: {

-            shellHook = ''
-              # unmask to debug **this** dev-shell-hook
-              # set -e
+            # llvmlite = prev.llvmlite.override {
+            #   preferWheel = false;
+            # };

-              # set qt-base/plugin path(s)
-              QTBASE_PATH="${qt6baseStorePath}/lib"
-              QT_PLUGIN_PATH="${qt6baseStorePath}/lib/qt-6/plugins"
-              QT_QPA_PLATFORM_PLUGIN_PATH="$QT_PLUGIN_PATH/platforms"
+            # TODO: get this workin with p2n and nixpkgs..
+            # pyqt6 = prev.pyqt6.override {
+            #   preferWheel = true;
+            # };

-              # link in Qt cc lib paths from <nixpkgs>
-              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"
+            # NOTE: this DOESN'T work atm but after a fix
+            # to poetry2nix, it will and actually this line
+            # won't be needed - thanks @k900:
+            # https://github.com/nix-community/poetry2nix/pull/1257
+            pyqt5 = prev.pyqt5.override {
+              # withWebkit = false;
+              preferWheel = true;
+            };

-              # link-in c++ stdlib for various AOT-ext-pkgs (numpy, etc.)
-              LD_LIBRARY_PATH="${pkgs.stdenv.cc.cc.lib}/lib:$LD_LIBRARY_PATH"
+            # see PR from @k900:
+            # https://github.com/nix-community/poetry2nix/pull/1257
+            # pyqt5-qt5 = prev.pyqt5-qt5.override {
+            #   withWebkit = false;
+            #   preferWheel = true;
+            # };

-              export LD_LIBRARY_PATH
-
-              # RUNTIME-SETTINGS
-              #
-              # ------ Qt ------
-              # XXX, unmask to debug qt .so linking/loading deats
-              # export QT_DEBUG_PLUGINS=1
-              #
-              # ALSO, for *modern linux* DEs,
-              # - maybe set wayland-mode (TODO, parametrtize this!)
-              #  * a chosen wayland-mode shell-integration
-              export QT_QPA_PLATFORM="wayland"
-              export QT_WAYLAND_SHELL_INTEGRATION="xdg-shell"
-
-              # ------ uv ------
-              # - always use the ./py313/ venv-subdir
-              export UV_PROJECT_ENVIRONMENT="py313"
-              # sync project-env with all extras
-              uv sync --dev --all-extras --no-group lint
-
-              # ------ TIPS ------
-              # NOTE, to launch the py-venv installed `xonsh` (like @goodboy)
-              # run the `nix develop` cmd with,
-              # >> nix develop -c uv run xonsh
-            '';
-          };
-        }
+            # TODO: patch in an override for polars to build
+            # from src! See the details likely needed from
+            # the cryptography entry:
+            # https://github.com/nix-community/poetry2nix/blob/master/overrides/default.nix#L426-L435
+            polars = prev.polars.override {
+              preferWheel = true;
+            };
+          }
      );
-    };
+
+      # WHY!? -> output-attrs that `nix develop` scans for:
+      # https://nixos.org/manual/nix/stable/command-ref/new-cli/nix3-develop.html#flake-output-attributes
+      in
+      rec {
+        packages = {
+          # piker = poetry2nix.legacyPackages.x86_64-linux.mkPoetryEditablePackage {
+          #   editablePackageSources = { piker = ./piker; };
+
+          piker = p2npkgs.mkPoetryApplication {
+            projectDir = projectDir;
+
+            # SEE ABOVE for auto-genned input set, override
+            # buncha deps with extras.. like `setuptools` mostly.
+            # TODO: maybe propose a patch to p2n to show that you
+            # can even do this in the edgecases docs?
+            overrides = ahot_overrides;
+
+            # XXX: won't work on llvmlite..
+            # preferWheels = true;
+          };
+        };
+
+        # devShells.default = pkgs.mkShell {
+        #   projectDir = projectDir;
+        #   python = "python3.10";
+        #   overrides = ahot_overrides;
+        #   inputsFrom = [ self.packages.x86_64-linux.piker ];
+        #   packages = packages;
+        #   # packages = [ poetry2nix.packages.${system}.poetry ];
+        # };
+
+        # TODO: grok the difference here..
+        # - avoid re-cloning git repos on every develop entry..
+        # - ideally allow hacking on the src code of some deps
+        #   (tractor, pyqtgraph, tomlkit, etc.) WITHOUT having to
+        #   re-install them every time a change is made.
+        # - boot a usable xonsh inside the poetry virtualenv when
+        #   defined via a custom entry point?
+        devShells.default = p2npkgs.mkPoetryEnv {
+        # env = p2npkgs.mkPoetryEnv {
+            projectDir = projectDir;
+            python = pkgs.python310;
+            overrides = ahot_overrides;
+            editablePackageSources = packages;
+              # piker = "./";
+              # tractor = "../tractor/";
+            # };  # wut?
+        };
+      }
+    );  # end of .outputs scope
 }
--- a/piker/accounting/_ledger.py
+++ b/piker/accounting/_ledger.py
@ -40,7 +40,7 @@ import tomli_w  # for fast ledger writing

 from piker.types import Struct
 from piker import config
-from piker.log import get_logger
+from ..log import get_logger
 from .calc import (
    iter_by_dt,
 )
@ -239,9 +239,7 @@ class TransactionLedger(UserDict):

        symcache: SymbologyCache = self._symcache
        towrite: dict[str, Any] = {}
-        for tid, txdict in self.tx_sort(
-            self.data.copy()
-        ):
+        for tid, txdict in self.tx_sort(self.data.copy()):
            # write blank-str expiry for non-expiring assets
            if (
                'expiry' in txdict
@ -379,7 +377,7 @@ def open_trade_ledger(
        account,
        dirpath=_fp,
    )
-    cpy: dict = ledger_dict.copy()
+    cpy = ledger_dict.copy()

    # XXX NOTE: if not provided presume we are being called from
    # sync code and need to maybe run `trio` to generate..
@ -408,13 +406,7 @@ def open_trade_ledger(
        account=account,
        mod=mod,
        symcache=symcache,
-
-        # NOTE: allow backends to provide custom ledger sorting
-        tx_sort=getattr(
-            mod,
-            'tx_sort',
-            tx_sort,
-        ),
+        tx_sort=getattr(mod, 'tx_sort', tx_sort),
    )
    try:
        yield ledger
--- a/piker/accounting/_mktinfo.py
+++ b/piker/accounting/_mktinfo.py
@ -305,8 +305,8 @@ class MktPair(Struct, frozen=True):
    # config right?
    # src_type: AssetTypeName

-    # for derivs, info describing contract, egs. strike price, call
-    # or put, swap type, exercise model, etc.
+    # for derivs, info describing contract, egs.
+    # strike price, call or put, swap type, exercise model, etc.
    contract_info: list[str] | None = None

    # TODO: rename to sectype since all of these can
--- a/piker/accounting/_pos.py
+++ b/piker/accounting/_pos.py
@ -30,8 +30,7 @@ from types import ModuleType
 from typing import (
    Any,
    Iterator,
-    Generator,
-    TYPE_CHECKING,
+    Generator
 )

 import pendulum
@ -60,10 +59,8 @@ from ..clearing._messages import (
    BrokerdPosition,
 )
 from piker.types import Struct
-from piker.log import get_logger
-
-if TYPE_CHECKING:
-    from piker.data._symcache import SymbologyCache
+from piker.data._symcache import SymbologyCache
+from ..log import get_logger

 log = get_logger(__name__)

@ -505,17 +502,6 @@ class Account(Struct):

        _mktmap_table: dict[str, MktPair] | None = None,

-        only_require: list[str]|True = True,
-        # ^list of fqmes that are "required" to be processed from
-        # this ledger pass; we often don't care about others and
-        # definitely shouldn't always error in such cases.
-        # (eg. broker backend loaded that doesn't yet supsport the
-        # symcache but also, inside the paper engine we don't ad-hoc
-        # request `get_mkt_info()` for every symbol in the ledger,
-        # only the one for which we're simulating against).
-        # TODO, not sure if there's a better soln for this, ideally
-        # all backends get symcache support afap i guess..
-
    ) -> dict[str, Position]:
        '''
        Update the internal `.pps[str, Position]` table from input
@ -558,32 +544,11 @@ class Account(Struct):
                if _mktmap_table is None:
                    raise

-                required: bool = (
-                    only_require is True
-                    or (
-                        only_require is not True
-                        and
-                        fqme in only_require
-                    )
-                )
                # XXX: caller is allowed to provide a fallback
                # mktmap table for the case where a new position is
                # being added and the preloaded symcache didn't
                # have this entry prior (eg. with frickin IB..)
-                if (
-                    not (mkt := _mktmap_table.get(fqme))
-                    and
-                    required
-                ):
-                    raise
-
-                elif not required:
-                    continue
-
-                else:
-                    # should be an entry retreived somewhere
-                    assert mkt
-
+                mkt = _mktmap_table[fqme]

            if not (pos := pps.get(bs_mktid)):

@ -700,7 +665,7 @@ class Account(Struct):
    def write_config(self) -> None:
        '''
        Write the current account state to the user's account TOML file, normally
-        something like `pps.toml`.
+        something like ``pps.toml``.

        '''
        # TODO: show diff output?
--- a/piker/accounting/calc.py
+++ b/piker/accounting/calc.py
@ -268,6 +268,9 @@ def iter_by_dt(
                    (v := tx.get(k))
                )
            ):
+                # TODO? remove yah?
+                # v = tx[k] if isdict else tx.dt
+
                # only call parser on the value if not None from
                # the `parsers` table above (when NOT using
                # `.get()`), otherwise pass through the value and
@ -284,50 +287,24 @@ def iter_by_dt(
                return ret

            else:
-                log.debug(
-                    f'Parser-field not found in txn\n'
-                    f'\n'
-                    f'parser-field: {k!r}\n'
-                    f'txn: {tx!r}\n'
-                    f'\n'
-                    f'Trying next..\n'
-                )
                continue

-        # XXX: we should never really get here bc it means some kinda
-        # bad txn-record (field) data..
-        #
-        # -> set the `debug_mode = True` if you want to trace such
-        # cases from REPL ;)
+        # XXX: should never get here..
        else:
-            # XXX: we should really never get here..
-            # only if a ledger record has no expected sort(able)
-            # field will we likely hit this.. like with ze IB.
-            # if no sortable field just deliver epoch?
-            log.warning(
-                'No (time) sortable field for TXN:\n'
-                f'{tx!r}\n'
-            )
-            report: str = (
-                f'No supported time-field found in txn !?\n'
-                f'\n'
-                f'supported-time-fields: {parsers!r}\n'
-                f'\n'
-                f'txn: {tx!r}\n'
-            )
-            if debug:
-                with maybe_open_crash_handler(
-                    pdb=debug,
-                    raise_on_exit=False,
-                ):
-                    raise ValueError(report)
-            else:
-                log.error(report)
+            with maybe_open_crash_handler(pdb=True):
+                raise ValueError(
+                    f'Invalid txn time ??\n'
+                    f'txn-id: {k!r}\n'
+                    f'{k!r}: {v!r}\n'
+                )
+                    # assert v is not None, f'No valid value for `{k}`!?'

            if _invalid is not None:
                _invalid.append(tx)
                return from_timestamp(0.)

+                # breakpoint()
+
    entry: tuple[str, dict]|Transaction
    invalid: list = []
    for entry in sorted(
@ -341,6 +318,8 @@ def iter_by_dt(
            log.warning(
                f'Ignoring txn w invalid timestamp ??\n'
                f'{pformat(entry)}\n'
+                # f'txn-id: {k!r}\n'
+                # f'{k!r}: {v!r}\n'
            )
            continue

@ -421,10 +400,7 @@ def open_ledger_dfs(
    can update the ledger on exit.

    '''
-    with maybe_open_crash_handler(
-        pdb=debug_mode,
-        # raise_on_exit=False,
-    ):
+    with maybe_open_crash_handler(pdb=debug_mode):
        if not ledger:
            import time
            from ._ledger import open_trade_ledger
--- a/piker/accounting/cli.py
+++ b/piker/accounting/cli.py
@ -300,8 +300,7 @@ def disect(
        assert not df.is_empty()

        # muck around in pdbp REPL
-        # tractor.devx.mk_pdb().set_trace()
-        # breakpoint()
+        breakpoint()

        # TODO: we REALLY need a better console REPL for this
        # kinda thing..
--- a/piker/brokers/init.py
+++ b/piker/brokers/init.py
@ -98,14 +98,13 @@ async def open_cached_client(
    If one has not been setup do it and cache it.

    '''
-    brokermod: ModuleType = get_brokermod(brokername)
-
-    # TODO: make abstract or `typing.Protocol`
-    # client: Client
+    brokermod = get_brokermod(brokername)
    async with maybe_open_context(
        acm_func=brokermod.get_client,
        kwargs=kwargs,
+
    ) as (cache_hit, client):
+
        if cache_hit:
            log.runtime(f'Reusing existing {client}')

--- a/piker/brokers/binance/feed.py
+++ b/piker/brokers/binance/feed.py
@ -94,15 +94,13 @@ class L1(Struct):


 # validation type
-# https://developers.binance.com/docs/derivatives/usds-margined-futures/websocket-market-streams/Aggregate-Trade-Streams#response-example
 class AggTrade(Struct, frozen=True):
    e: str  # Event type
    E: int  # Event time
    s: str  # Symbol
    a: int  # Aggregate trade ID
    p: float  # Price
-    q: float  # Quantity with all the market trades
-    nq: float # Normal quantity without the trades involving RPI orders
+    q: float  # Quantity
    f: int  # First trade ID
    l: int  # noqa Last trade ID
    T: int  # Trade time
--- a/piker/brokers/binance/venues.py
+++ b/piker/brokers/binance/venues.py
@ -104,9 +104,6 @@ class Pair(Struct, frozen=True, kw_only=True):
    # https://developers.binance.com/docs/binance-spot-api-docs#future-changes
    pegInstructionsAllowed: bool = False

-    # https://developers.binance.com/docs/binance-spot-api-docs#2025-12-02
-    opoAllowed: bool = False
-
    filters: dict[
        str,
        str | int | float,
@ -223,10 +220,7 @@ class FutesPair(Pair):
                assert pair == self.pair  # sanity
                return f'{expiry}'

-            case (
-                'PERPETUAL'
-                | 'TRADIFI_PERPETUAL'
-            ):
+            case 'PERPETUAL':
                return 'PERP'

            case '':
@ -255,10 +249,7 @@ class FutesPair(Pair):
        margin: str = self.marginAsset

        match ctype:
-            case (
-                'PERPETUAL'
-                | 'TRADIFI_PERPETUAL'
-            ):
+            case 'PERPETUAL':
                return f'{margin}M'

            case (
--- a/piker/brokers/cli.py
+++ b/piker/brokers/cli.py
@ -471,15 +471,11 @@ def search(

    '''
    # global opts
-    brokermods: list[ModuleType] = list(config['brokermods'].values())
-
-    # TODO: this is coming from the `search --pdb` NOT from
-    # the `piker --pdb` XD ..
-    # -[ ] pull from the parent click ctx's values..dumdum
-    # assert pdb
+    brokermods = list(config['brokermods'].values())

    # define tractor entrypoint
    async def main(func):
+
        async with maybe_open_pikerd(
            loglevel=config['loglevel'],
            debug_mode=pdb,
--- a/piker/brokers/core.py
+++ b/piker/brokers/core.py
@ -22,9 +22,7 @@ routines should be primitive data types where possible.
 """
 import inspect
 from types import ModuleType
-from typing import (
-    Any,
-)
+from typing import List, Dict, Any, Optional

 import trio

@ -36,10 +34,8 @@ from ..accounting import MktPair


 async def api(brokername: str, methname: str, **kwargs) -> dict:
-    '''
-    Make (proxy through) a broker API call by name and return its result.
-
-    '''
+    """Make (proxy through) a broker API call by name and return its result.
+    """
    brokermod = get_brokermod(brokername)
    async with brokermod.get_client() as client:
        meth = getattr(client, methname, None)
@ -66,14 +62,10 @@ async def api(brokername: str, methname: str, **kwargs) -> dict:

 async def stocks_quote(
    brokermod: ModuleType,
-    tickers: list[str]
-
-) -> dict[str, dict[str, Any]]:
-    '''
-    Return a `dict` of snapshot quotes for the provided input
-    `tickers`: a `list` of fqmes.
-
-    '''
+    tickers: List[str]
+) -> Dict[str, Dict[str, Any]]:
+    """Return quotes dict for ``tickers``.
+    """
    async with brokermod.get_client() as client:
        return await client.quote(tickers)

@ -82,15 +74,13 @@ async def stocks_quote(
 async def option_chain(
    brokermod: ModuleType,
    symbol: str,
-    date: str|None = None,
-) -> dict[str, dict[str, dict[str, Any]]]:
-    '''
-    Return option chain for ``symbol`` for ``date``.
+    date: Optional[str] = None,
+) -> Dict[str, Dict[str, Dict[str, Any]]]:
+    """Return option chain for ``symbol`` for ``date``.

    By default all expiries are returned. If ``date`` is provided
    then contract quotes for that single expiry are returned.
-
-    '''
+    """
    async with brokermod.get_client() as client:
        if date:
            id = int((await client.tickers2ids([symbol]))[symbol])
@ -108,7 +98,7 @@ async def option_chain(
 # async def contracts(
 #     brokermod: ModuleType,
 #     symbol: str,
-# ) -> dict[str, dict[str, dict[str, Any]]]:
+# ) -> Dict[str, Dict[str, Dict[str, Any]]]:
 #     """Return option contracts (all expiries) for ``symbol``.
 #     """
 #     async with brokermod.get_client() as client:
@ -120,24 +110,15 @@ async def bars(
    brokermod: ModuleType,
    symbol: str,
    **kwargs,
-) -> dict[str, dict[str, dict[str, Any]]]:
-    '''
-    Return option contracts (all expiries) for ``symbol``.
-
-    '''
+) -> Dict[str, Dict[str, Dict[str, Any]]]:
+    """Return option contracts (all expiries) for ``symbol``.
+    """
    async with brokermod.get_client() as client:
        return await client.bars(symbol, **kwargs)


-async def search_w_brokerd(
-    name: str,
-    pattern: str,
-) -> dict:
+async def search_w_brokerd(name: str, pattern: str) -> dict:

-    # TODO: WHY NOT WORK!?!
-    # when we `step` through the next block?
-    # import tractor
-    # await tractor.pause()
    async with open_cached_client(name) as client:

        # TODO: support multiple asset type concurrent searches.
@ -149,12 +130,12 @@ async def symbol_search(
    pattern: str,
    **kwargs,

-) -> dict[str, dict[str, dict[str, Any]]]:
+) -> Dict[str, Dict[str, Dict[str, Any]]]:
    '''
    Return symbol info from broker.

    '''
-    results: list[str] = []
+    results = []

    async def search_backend(
        brokermod: ModuleType
@ -162,13 +143,6 @@ async def symbol_search(

        brokername: str = mod.name

-        # TODO: figure this the FUCK OUT
-        # -> ok so obvi in the root actor any async task that's
-        # spawned outside the main tractor-root-actor task needs to
-        # call this..
-        # await tractor.devx._debug.maybe_init_greenback()
-        # tractor.pause_from_sync()
-
        async with maybe_spawn_brokerd(
            mod.name,
            infect_asyncio=getattr(
@ -188,6 +162,7 @@ async def symbol_search(
            ))

    async with trio.open_nursery() as n:
+
        for mod in brokermods:
            n.start_soon(search_backend, mod.name)

@ -197,13 +172,11 @@ async def symbol_search(
 async def mkt_info(
    brokermod: ModuleType,
    fqme: str,
-
    **kwargs,

 ) -> MktPair:
    '''
-    Return the `piker.accounting.MktPair` info struct from a given
-    backend broker tradable src/dst asset pair.
+    Return MktPair info from broker including src and dst assets.

    '''
    async with open_cached_client(brokermod.name) as client:
--- a/piker/brokers/ib/_util.py
+++ b/piker/brokers/ib/_util.py
@ -38,6 +38,7 @@ from piker.brokers._util import get_logger

 if TYPE_CHECKING:
    from .api import Client
+    from ib_insync import IB
    import i3ipc

 log = get_logger('piker.brokers.ib')
@ -61,7 +62,7 @@ no_setup_msg:str = (


 def try_xdo_manual(
-    client: Client,
+    vnc_sockaddr: str,
 ):
    '''
    Do the "manual" `xdo`-based screen switch + click
@ -78,7 +79,6 @@ def try_xdo_manual(
        _reset_tech = 'i3ipc_xdotool'
        return True
    except OSError:
-        vnc_sockaddr: str = client.conf.vnc_addrs
        log.exception(
            no_setup_msg.format(vnc_sockaddr=vnc_sockaddr)
        )
@ -86,6 +86,7 @@ def try_xdo_manual(


 async def data_reset_hack(
+    # vnc_host: str,
    client: Client,
    reset_type: Literal['data', 'connection'],

@ -117,24 +118,36 @@ async def data_reset_hack(
          that need to be wrangle.

    '''
+    ib_client: IB = client.ib
+
    # look up any user defined vnc socket address mapped from
    # a particular API socket port.
-    vnc_addrs: tuple[str]|None = client.conf.get('vnc_addrs')
-    if not vnc_addrs:
+    api_port: str = str(ib_client.client.port)
+    vnc_host: str
+    vnc_port: int
+    vnc_sockaddr: tuple[str] | None = client.conf.get('vnc_addrs')
+
+    if not vnc_sockaddr:
        log.warning(
-            no_setup_msg.format(vnc_sockaddr=client.conf)
+            no_setup_msg.format(vnc_sockaddr=vnc_sockaddr)
            +
            'REQUIRES A `vnc_addrs: array` ENTRY'
        )

+    vnc_host, vnc_port = vnc_sockaddr.get(
+        api_port,
+        ('localhost', 3003)
+    )
    global _reset_tech
+
    match _reset_tech:
        case 'vnc':
            try:
                await tractor.to_asyncio.run_task(
                    partial(
                        vnc_click_hack,
-                        client=client,
+                        host=vnc_host,
+                        port=vnc_port,
                    )
                )
            except (
@ -145,31 +158,29 @@ async def data_reset_hack(
                    import i3ipc  # noqa  (since a deps dynamic check)
                except ModuleNotFoundError:
                    log.warning(
-                        no_setup_msg.format(vnc_sockaddr=client.conf)
+                        no_setup_msg.format(vnc_sockaddr=vnc_sockaddr)
                    )
                    return False

-                # XXX, Xorg only workaround..
-                # TODO? remove now that we have `pyvnc`?
-                # if vnc_host not in {
-                #     'localhost',
-                #     '127.0.0.1',
-                # }:
-                #     focussed, matches = i3ipc_fin_wins_titled()
-                #     if not matches:
-                #         log.warning(
-                #             no_setup_msg.format(vnc_sockaddr=vnc_sockaddr)
-                #         )
-                #         return False
-                #     else:
-                #         try_xdo_manual(vnc_sockaddr)
+                if vnc_host not in {
+                    'localhost',
+                    '127.0.0.1',
+                }:
+                    focussed, matches = i3ipc_fin_wins_titled()
+                    if not matches:
+                        log.warning(
+                            no_setup_msg.format(vnc_sockaddr=vnc_sockaddr)
+                        )
+                        return False
+                    else:
+                        try_xdo_manual(vnc_sockaddr)

                # localhost but no vnc-client or it borked..
                else:
-                    try_xdo_manual(client)
+                    try_xdo_manual(vnc_sockaddr)

        case 'i3ipc_xdotool':
-            try_xdo_manual(client)
+            try_xdo_manual(vnc_sockaddr)
            # i3ipc_xdotool_manual_click_hack()

        case _ as tech:
@ -180,55 +191,15 @@ async def data_reset_hack(


 async def vnc_click_hack(
-    client: Client,
-    reset_type: str = 'data',
-    pw: str|None = None,
-
+    host: str,
+    port: int,
+    reset_type: str = 'data'
 ) -> None:
    '''
    Reset the data or network connection for the VNC attached
    ib-gateway using a (magic) keybinding combo.

-    A vnc-server password can be set either by an input `pw` param or
-    set in the client's config with the latter loaded from the user's
-    `brokers.toml` in a vnc-addrs-port-mapping section,
-
-    .. code:: toml
-
-        [ib.vnc_addrs]
-        4002 = {host = 'localhost', port = 5900, pw = 'doggy'}
-
    '''
-    api_port: str = str(client.ib.client.port)
-    conf: dict = client.conf
-    vnc_addrs: dict[int, tuple] = conf.get('vnc_addrs')
-    if not vnc_addrs:
-        return None
-
-    addr_entry: dict|tuple = vnc_addrs.get(
-        api_port,
-        ('localhost', 5900)  # a typical default
-    )
-    if pw is None:
-        match addr_entry:
-            case (
-                host,
-                port,
-            ):
-                pass
-
-            case {
-                'host': host,
-                'port': port,
-                'pw': pw
-            }:
-                pass
-
-            case _:
-                raise ValueError(
-                    f'Invalid `ib.vnc_addrs` entry ?\n'
-                    f'{addr_entry!r}\n'
-                )
    try:
        from pyvnc import (
            AsyncVNCClient,
@ -255,7 +226,7 @@ async def vnc_click_hack(
            VNCConfig(
                host=host,
                port=port,
-                password=pw,
+                password='doggy',
            )
        )
        async with client:
--- a/piker/brokers/ib/api.py
+++ b/piker/brokers/ib/api.py
@ -944,7 +944,6 @@ class Client:
                    )
                    if tkr:
                        break
-
                except TimeoutError as err:
                    timeouterr = err
                    await asyncio.sleep(0.01)
@ -953,9 +952,7 @@ class Client:
                else:
                    if not warnset:
                        log.warning(
-                            f'Quote req timed out..\n'
-                            f'Maybe the venue is closed?\n'
-                            f'\n'
+                            f'Quote req timed out..maybe venue is closed?\n'
                            f'{asdict(contract)}'
                        )
                        warnset = True
@ -967,11 +964,9 @@ class Client:
                )
                break
        else:
-            if (
-                timeouterr
-                and
-                raise_on_timeout
-            ):
+            if timeouterr and raise_on_timeout:
+                import pdbp
+                pdbp.set_trace()
                raise timeouterr

            if not warnset:
--- a/piker/brokers/ib/broker.py
+++ b/piker/brokers/ib/broker.py
@ -117,11 +117,7 @@ def pack_position(
            symbol=fqme,
            currency=con.currency,
            size=float(pos.position),
-            avg_price=(
-                float(pos.avgCost)
-                /
-                float(con.multiplier or 1.0)
-            ),
+            avg_price=float(pos.avgCost) / float(con.multiplier or 1.0),
        ),
    )

@ -567,7 +563,7 @@ async def open_trade_dialog(
        ledgers: dict[str, TransactionLedger] = {}
        tables: dict[str, Account] = {}
        order_msgs: list[Status] = []
-        conf: dict = get_config()
+        conf = get_config()
        accounts_def_inv: bidict[str, str] = bidict(
            conf['accounts']
        ).inverse
--- a/piker/brokers/ib/feed.py
+++ b/piker/brokers/ib/feed.py
@ -613,7 +613,7 @@ async def get_bars(
                        data_cs.cancel()

                    # spawn new data reset task
-                    data_cs, reset_done = await tn.start(
+                    data_cs, reset_done = await nurse.start(
                        partial(
                            wait_on_data_reset,
                            proxy,
@ -635,12 +635,12 @@ async def get_bars(
    unset_resetter: bool = False
    async with (
        tractor.trionics.collapse_eg(),
-        trio.open_nursery() as tn
+        trio.open_nursery() as nurse
    ):

        # start history request that we allow
        # to run indefinitely until a result is acquired
-        tn.start_soon(query)
+        nurse.start_soon(query)

        # start history reset loop which waits up to the timeout
        # for a result before triggering a data feed reset.
@ -660,7 +660,7 @@ async def get_bars(
                unset_resetter: bool = True

            # spawn new data reset task
-            data_cs, reset_done = await tn.start(
+            data_cs, reset_done = await nurse.start(
                partial(
                    wait_on_data_reset,
                    proxy,
@ -896,10 +896,7 @@ async def open_aio_quote_stream(
    symbol: str,
    contract: Contract|None = None,

-) -> (
-    trio.abc.Channel|  # iface
-    tractor.to_asyncio.LinkedTaskChannel  # actually
-):
+) -> trio.abc.ReceiveStream:
    '''
    Open a real-time `Ticker` quote stream from an `asyncio.Task`
    spawned via `tractor.to_asyncio.open_channel_from()`, deliver the
@ -922,7 +919,6 @@ async def open_aio_quote_stream(
            yield from_aio
            return

-    from_aio: tractor.to_asyncio.LinkedTaskChannel
    async with tractor.to_asyncio.open_channel_from(
        _setup_quote_stream,
        symbol=symbol,
@ -1083,8 +1079,7 @@ async def stream_quotes(
        con: Contract = details.contract
        first_ticker: Ticker|None = None

-        timeout: float = 1.6
-        with trio.move_on_after(timeout) as quote_cs:
+        with trio.move_on_after(1.6) as quote_cs:
            first_ticker: Ticker = await proxy.get_quote(
                contract=con,
                raise_on_timeout=False,
@ -1093,9 +1088,7 @@ async def stream_quotes(
        # XXX should never happen with this ep right?
        # but if so then, more then likely mkt is closed?
        if quote_cs.cancelled_caught:
-            log.warning(
-                f'First quote req timed out after {timeout!r}s'
-            )
+            await tractor.pause()

        if first_ticker:
            first_quote: dict = normalize(first_ticker)
@ -1168,7 +1161,6 @@ async def stream_quotes(
        )
        cs: trio.CancelScope|None = None
        startup: bool = True
-        iter_quotes: trio.abc.Channel
        while (
            startup
            or
@ -1177,11 +1169,11 @@ async def stream_quotes(
            with trio.CancelScope() as cs:
                async with (
                    tractor.trionics.collapse_eg(),
-                    trio.open_nursery() as tn,
+                    trio.open_nursery() as nurse,
                    open_aio_quote_stream(
                        symbol=sym,
                        contract=con,
-                    ) as iter_quotes,
+                    ) as stream,
                ):
                    # ?TODO? can we rm this - particularly for `ib_async`?
                    # ugh, clear ticks since we've consumed them
@ -1210,9 +1202,9 @@ async def stream_quotes(
                        await rt_ev.wait()
                        cs.cancel()  # cancel called should now be set

-                    tn.start_soon(reset_on_feed)
+                    nurse.start_soon(reset_on_feed)

-                    async with aclosing(iter_quotes):
+                    async with aclosing(stream):
                        # if syminfo.get('no_vlm', False):
                        if not init_msg.shm_write_opts['has_vlm']:

@ -1227,21 +1219,19 @@ async def stream_quotes(
                            # wait for real volume on feed (trading might be
                            # closed)
                            while True:
-                                ticker = await iter_quotes.receive()
+                                ticker = await stream.receive()

                                # for a real volume contract we rait for
                                # the first "real" trade to take place
                                if (
                                    # not calc_price
                                    # and not ticker.rtTime
-                                    False
-                                    # not ticker.rtTime
+                                    not ticker.rtTime
                                ):
                                    # spin consuming tickers until we
                                    # get a real market datum
                                    log.debug(f"New unsent ticker: {ticker}")
                                    continue
-
                                else:
                                    log.debug("Received first volume tick")
                                    # ugh, clear ticks since we've
@ -1257,18 +1247,13 @@ async def stream_quotes(
                            log.debug(f"First ticker received {quote}")

                        # tell data-layer spawner-caller that live
-                        # quotes are now active desptie not having
-                        # necessarily received a first vlm/clearing
-                        # tick.
-                        ticker = await iter_quotes.receive()
+                        # quotes are now streaming.
                        feed_is_live.set()
-                        fqme: str = quote['fqme']
-                        await send_chan.send({fqme: quote})

                        # last = time.time()
-                        async for ticker in iter_quotes:
+                        async for ticker in stream:
                            quote = normalize(ticker)
-                            fqme: str = quote['fqme']
+                            fqme = quote['fqme']
                            log.debug(
                                f'Sending quote\n'
                                f'{quote}'
--- a/piker/brokers/kraken/broker.py
+++ b/piker/brokers/kraken/broker.py
@ -549,7 +549,7 @@ async def open_trade_dialog(
            # to be reloaded.
            balances: dict[str, float] = await client.get_balances()

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

 from ..calc import humanize, percent_change
--- a/piker/clearing/_paper_engine.py
+++ b/piker/clearing/_paper_engine.py
@ -655,7 +655,6 @@ async def open_trade_dialog(
                # in) use manually constructed table from calling
                # the `.get_mkt_info()` provider EP above.
                _mktmap_table=mkt_by_fqme,
-                only_require=list(mkt_by_fqme),
            )

            pp_msgs: list[BrokerdPosition] = []
--- a/piker/cli/init.py
+++ b/piker/cli/init.py
@ -183,8 +183,8 @@ def pikerd(
                registry_addrs=regaddrs,
                loglevel=loglevel,
                debug_mode=pdb,
-                # enable_transports=['uds'],
-                enable_transports=['tcp'],
+                enable_transports=['uds'],
+                # enable_transports=['tcp'],
            ) as service_mngr,
        ):
            assert service_mngr
--- a/piker/config.py
+++ b/piker/config.py
@ -41,13 +41,10 @@ from .log import get_logger
 log = get_logger('broker-config')


-# XXX NOTE: taken from `click`
-# |_https://github.com/pallets/click/blob/main/src/click/utils.py#L449
-#
-# (since apparently they have some super weirdness with SIGINT and
-# sudo.. no clue we're probably going to slowly just modify it to our
-# own version over time..)
-#
+# XXX NOTE: taken from ``click`` since apparently they have some
+# super weirdness with sigint and sudo..no clue
+# we're probably going to slowly just modify it to our own version over
+# time..
 def get_app_dir(
    app_name: str,
    roaming: bool = True,
@ -264,7 +261,7 @@ def load(
        MutableMapping,
    ] = tomllib.loads,

-    touch_if_dne: bool = True,
+    touch_if_dne: bool = False,

    **tomlkws,

@ -273,7 +270,7 @@ def load(
    Load config file by name.

    If desired config is not in the top level piker-user config path then
-    pass the `path: Path` explicitly.
+    pass the ``path: Path`` explicitly.

    '''
    # create the $HOME/.config/piker dir if dne
@ -288,8 +285,7 @@ def load(

    if (
        not path.is_file()
-        and
-        touch_if_dne
+        and touch_if_dne
    ):
        # only do a template if no path provided,
        # just touch an empty file with same name.
--- a/piker/data/_symcache.py
+++ b/piker/data/_symcache.py
@ -31,7 +31,6 @@ from pathlib import Path
 from pprint import pformat
 from typing import (
    Any,
-    Callable,
    Sequence,
    Hashable,
    TYPE_CHECKING,
@ -57,7 +56,7 @@ from piker.brokers import (
 )

 if TYPE_CHECKING:
-    from piker.accounting import (
+    from ..accounting import (
        Asset,
        MktPair,
    )
@ -162,68 +161,57 @@ class SymbologyCache(Struct):
                    'Implement `Client.get_assets()`!'
                )

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

        return self

--- a/piker/data/feed.py
+++ b/piker/data/feed.py
@ -357,9 +357,7 @@ async def allocate_persistent_feed(

    # yield back control to starting nursery once we receive either
    # some history or a real-time quote.
-    log.info(
-        f'loading OHLCV history: {fqme!r}\n'
-    )
+    log.info(f'loading OHLCV history: {fqme}')
    await some_data_ready.wait()

    flume = Flume(
@ -796,6 +794,7 @@ async def install_brokerd_search(

@acm
 async def maybe_open_feed(
+
    fqmes: list[str],
    loglevel: str | None = None,

@ -849,12 +848,13 @@ async def maybe_open_feed(

@acm
 async def open_feed(
+
    fqmes: list[str],

-    loglevel: str|None = None,
+    loglevel: str | None = None,
    allow_overruns: bool = True,
    start_stream: bool = True,
-    tick_throttle: float|None = None,  # Hz
+    tick_throttle: float | None = None,  # Hz

    allow_remote_ctl_ui: bool = False,

--- a/piker/data/flows.py
+++ b/piker/data/flows.py
@ -36,10 +36,10 @@ from ._sharedmem import (
    ShmArray,
    _Token,
 )
-from piker.accounting import MktPair

 if TYPE_CHECKING:
-    from piker.data.feed import Feed
+    from ..accounting import MktPair
+    from .feed import Feed


 class Flume(Struct):
@ -82,7 +82,7 @@ class Flume(Struct):

    # TODO: do we need this really if we can pull the `Portal` from
    # ``tractor``'s internals?
-    feed: Feed|None = None
+    feed: Feed | None = None

    @property
    def rt_shm(self) -> ShmArray:
--- a/piker/data/validate.py
+++ b/piker/data/validate.py
@ -113,9 +113,9 @@ def validate_backend(
            )
            if ep is None:
                log.warning(
-                    f'Provider backend {mod.name!r} is missing '
-                    f'{daemon_name!r} support?\n'
-                    f'|_module endpoint-func missing: {name!r}\n'
+                    f'Provider backend {mod.name} is missing '
+                    f'{daemon_name} support :(\n'
+                    f'The following endpoint is missing: {name}'
                )

    inits: list[
--- a/piker/ui/_app.py
+++ b/piker/ui/_app.py
@ -181,7 +181,14 @@ async def _async_main(
            ):
                # remove startup status text
                starting_done()
-                await trio.sleep_forever()
+                try:
+                    await trio.sleep_forever()
+                except KeyboardInterrupt as _kbi:
+                    log.cancel(
+                        f'User canceled Qt app.\n'
+                        f'{_kbi!r}'
+                    )
+                    raise _kbi


 def _main(
--- a/piker/ui/_style.py
+++ b/piker/ui/_style.py
@ -1,5 +1,5 @@
 # piker: trading gear for hackers
-# Copyright (C) Tyler Goodlet (in stewardship for piker0)
+# Copyright (C) Tyler Goodlet (in stewardship for pikers)

 # This program is free software: you can redistribute it and/or modify
 # it under the terms of the GNU Affero General Public License as published by
--- a/piker/ui/_window.py
+++ b/piker/ui/_window.py
@ -217,8 +217,14 @@ class MainWindow(QMainWindow):
        '''Cancel the root actor asap.

        '''
-        # raising KBI seems to get intercepted by by Qt so just use the system.
-        os.kill(os.getpid(), signal.SIGINT)
+        # raising a KBI seems to get intercepted by Qt, soo just use OS ??
+        # TODO XXX! seems to sometimes cause Qt core dumps if you
+        # cancel during chart bootup..?
+        # -[ ] find a better/more-correct cancellation API in Qt?
+        os.kill(
+            os.getpid(),
+            signal.SIGINT,
+        )

    @property
    def status_bar(self) -> QStatusBar:
--- a/pyproject.toml
+++ b/pyproject.toml
@ -63,8 +63,10 @@ dependencies = [
    "trio-util >=0.7.0, <0.8.0",
    "trio-websocket >=0.10.3, <0.11.0",
    "typer >=0.9.0, <1.0.0",
+    "rapidfuzz >=3.5.2, <4.0.0",
+    "pdbp >=1.5.0, <2.0.0",
    "trio >=0.27",
-    "pendulum",
+    "pendulum >=3.0.0, <4.0.0",
    "httpx >=0.27.0, <0.28.0",
    "cryptofeed >=2.4.0, <3.0.0",
    "pyarrow>=18.0.0",
@ -76,14 +78,8 @@ dependencies = [
    "numba>=0.61.0",
    "pyvnc",
 ]
-# ------ dependencies ------

-
-# TODO: add an `--only daemon` group for running non-ui / pikerd
-# service tree in distributed mode B)
-# https://docs.astral.sh/uv/concepts/projects/dependencies/#optional-dependencies
-
-[dependency-groups]
+[project.optional-dependencies]
 uis = [
    # https://docs.astral.sh/uv/concepts/projects/dependencies/#optional-dependencies
    # TODO: make sure the levenshtein shit compiles on nix..
@ -96,11 +92,12 @@ uis = [
    # for consideration,
    # - 'visidata'

-    "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
 ]

+[dependency-groups]
 # TODO: a toolset that makes debugging a `pikerd` service (tree) easy
 # to hack on directly using more or less the local env:
 # - xonsh + xxh
@ -109,46 +106,19 @@ uis = [
 #
 # console ehancements and eventually remote debugging extras/helpers.
 # use `uv --dev` to enable
-repl = [
-  # debug
-  "pdbp >=1.5.0, <2.0.0",
-    "greenback >=1.1.1, <2.0.0",
-  "xonsh",
-    "prompt-toolkit ==3.0.40",
-    "pyperclip>=1.9.0",
-
-]
-testing = [
-  "pytest",
-]
-de = [
-  # DE-specific
-  "i3ipc>=2.2.1",
-]
 dev = [
-  # https://docs.astral.sh/uv/concepts/projects/dependencies/#development-dependencies
-  "cython >=3.0.0, <4.0.0",
+    "pytest",
+    "elasticsearch >=8.9.0, <9.0.0",
+    "prompt-toolkit ==3.0.40",
+    "cython >=3.0.0, <4.0.0",
+    "greenback >=1.1.1, <2.0.0",
+    "ruff>=0.9.6",
+    "pyperclip>=1.9.0",
+    "i3ipc>=2.2.1",

-  # nested deps-groups
-  # https://docs.astral.sh/uv/concepts/projects/dependencies/#nesting-groups
-  {include-group = 'uis'},
-  {include-group = 'repl'},
-  {include-group = 'testing'},
-  {include-group = 'de'},
+    # ?from git, see below.
+    "xonsh",
 ]
-lint = [
-  # XXX, with flake.nix needs to be from nixpkgs
-  "ruff>=0.9.6" 
-  #
-  # ^TODO? these markers don't work; use deps-flags for now?
-  # ; os_name != 'nixos' and platform_system != 'NixOS'",
-  # ; defined('IN_NIX_SHELL')",
-]
-dbs = [
-  "elasticsearch >=8.9.0, <9.0.0",
-]
-# ------ dependency-groups ------
-

 [tool.pytest.ini_options]
 # https://docs.pytest.org/en/stable/reference/reference.html#configuration-options
@ -161,29 +131,24 @@ console_output_style = 'progress'
 # https://docs.pytest.org/en/stable/how-to/plugins.html#disabling-plugins-from-autoloading
 # https://docs.pytest.org/en/stable/how-to/plugins.html#deactivating-unregistering-a-plugin-by-name
 addopts = '-p no:xonsh'
-# ------ tool.pytest ------


 [project.scripts]
 piker = "piker.cli:cli"
 pikerd = "piker.cli:pikerd"
 ledger = "piker.accounting.cli:ledger"
-# ------ project.scripts ------

 [tool.hatch.build.targets.sdist]
 include = ["piker"]
+
 [tool.hatch.build.targets.wheel]
 include = ["piker"]
-# ------ tool.hatch ------


 # TODO? move to a `uv.toml`?
 [tool.uv]
 python-preference = 'system'
 python-downloads = 'manual'
-# https://docs.astral.sh/uv/concepts/projects/dependencies/#default-groups
-default-groups = ['uis', 'dev']
-# ------ tool.uv ------


 [tool.uv.sources]
--- a/uv.lock
+++ b/uv.lock