Merge pull request 'jsonrpc_err_in_rent' (#41 ) from jsonrpc_err_in_rent into gitea_feats

Reviewed-on: #41
Merge pull request 'tsp_gaps: fixes for fault-less OHLCV time-series loads' (#35 ) from tsp_gaps into gitea_feats
2025-02-21 21:21:02 +00:00 · 2025-02-21 20:46:37 +00:00 · 2025-02-19 17:05:13 -05:00 · 2025-02-19 17:05:13 -05:00 · 2025-02-19 17:05:13 -05:00 · 2025-02-19 17:01:24 -05:00
57 changed files with 3780 additions and 1730 deletions
--- a/README.rst
+++ b/README.rst
@ -1,162 +1,161 @@
 piker
 -----
-trading gear for hackers.
+trading gear for hackers
 |gh_actions|
 .. |gh_actions| image:: https://img.shields.io/endpoint.svg?url=https%3A%2F%2Factions-badge.atrox.dev%2Fpikers%2Fpiker%2Fbadge&style=popout-square
    :target: https://actions-badge.atrox.dev/piker/pikers/goto
-``piker`` is a broker agnostic, next-gen FOSS toolset for real-time
+``piker`` is a broker agnostic, next-gen FOSS toolset and runtime for
-computational trading targeted at `hardcore Linux users <comp_trader>`_ .
+real-time computational trading targeted at `hardcore Linux users
 <comp_trader>`_ .
-we use as much bleeding edge tech as possible including (but not limited to):
+we use much bleeding edge tech including (but not limited to):
 - latest python for glue_
- trio_ & tractor_ for our distributed, multi-core, real-time streaming
+- uv_ for packaging and distribution
-  `structured concurrency`_ runtime B)
+- trio_ & tractor_ for our distributed `structured concurrency`_ runtime
- Qt_ for pristine high performance UIs
+- Qt_ for pristine low latency UIs
- pyqtgraph_ for real-time charting
+- pyqtgraph_ (which we've extended) for real-time charting and graphics
- ``polars`` ``numpy`` and ``numba`` for `fast numerics`_
+- ``polars`` ``numpy`` and ``numba`` for redic `fast numerics`_
- `apache arrow and parquet`_ for time series history management
+- `apache arrow and parquet`_ for time-series storage
  persistence and sharing
 - (prototyped) techtonicdb_ for L2 book storage
-.. |travis| image:: https://img.shields.io/travis/pikers/piker/master.svg
+potential projects we might integrate with soon,
-    :target: https://travis-ci.org/pikers/piker
+
 - (already prototyped in ) techtonicdb_ for L2 book storage
 .. _comp_trader: https://jfaleiro.wordpress.com/2019/10/09/computational-trader/
 .. _glue: https://numpy.org/doc/stable/user/c-info.python-as-glue.html#using-python-as-glue
 .. _uv: https://docs.astral.sh/uv/
 .. _trio: https://github.com/python-trio/trio
 .. _tractor: https://github.com/goodboy/tractor
 .. _structured concurrency: https://trio.discourse.group/
 .. _marketstore: https://github.com/alpacahq/marketstore
 .. _techtonicdb: https://github.com/0b01/tectonicdb
 .. _Qt: https://www.qt.io/
 .. _pyqtgraph: https://github.com/pyqtgraph/pyqtgraph
 .. _glue: https://numpy.org/doc/stable/user/c-info.python-as-glue.html#using-python-as-glue
 .. _apache arrow and parquet: https://arrow.apache.org/faq/
 .. _fast numerics: https://zerowithdot.com/python-numpy-and-pandas-performance/
-.. _comp_trader: https://jfaleiro.wordpress.com/2019/10/09/computational-trader/
+.. _techtonicdb: https://github.com/0b01/tectonicdb
-focus and features:
+focus and feats:
-*******************
+****************
- 100% federated: your code, your hardware, your data feeds, your broker fills.
+fitting with these tenets, we're always open to new
- zero web: low latency, native software that doesn't try to re-invent the OS
+framework/lib/service interop suggestions and ideas!
 - maximal **privacy**: prevent brokers and mms from knowing your
  planz; smack their spreads with dark volume.
 - zero clutter: modal, context oriented UIs that echew minimalism, reduce
  thought noise and encourage un-emotion.
 - first class parallelism: built from the ground up on next-gen structured concurrency
  primitives.
 - traders first: broker/exchange/asset-class agnostic
 - systems grounded: real-time financial signal processing that will
  make any queuing or DSP eng juice their shorts.
 - non-tina UX: sleek, powerful keyboard driven interaction with expected use in tiling wms
 - data collaboration: every process and protocol is multi-host scalable.
 - fight club ready: zero interest in adoption by suits; no corporate friendly license, ever.
-fitting with these tenets, we're always open to new framework suggestions and ideas.
+- **100% federated**:
  your code, your hardware, your data feeds, your broker fills.
-building the best looking, most reliable, keyboard friendly trading
+- **zero web**:
-platform is the dream; join the cause.
+  low latency as a prime objective, native UIs and modern IPC
  protocols without trying to re-invent the "OS-as-an-app"..
 - **maximal privacy**:
  prevent brokers and mms from knowing your planz; smack their
  spreads with dark volume from a VPN tunnel.
 - **zero clutter**:
  modal, context oriented UIs that echew minimalism, reduce thought
  noise and encourage un-emotion.
 - **first class parallelism**:
  built from the ground up on a next-gen structured concurrency
  supervision sys.
 - **traders first**:
  broker/exchange/venue/asset-class/money-sys agnostic
 - **systems grounded**:
  real-time financial signal processing (fsp) that will make any
  queuing or DSP eng juice their shorts.
 - **non-tina UX**:
  sleek, powerful keyboard driven interaction with expected use in
  tiling wms (or maybe even a DDE).
 - **data collab at scale**:
  every actor-process and protocol is multi-host aware.
 - **fight club ready**:
  zero interest in adoption by suits; no corporate friendly license,
  ever.
 building the hottest looking, fastest, most reliable, keyboard
 friendly FOSS trading platform is the dream; join the cause.
-sane install with `poetry`
+a sane install with `uv`
-**************************
+************************
-TODO!
+bc why install with `python` when you can faster with `rust` ::
-
+    uv lock
 rigorous install on ``nixos`` using ``poetry2nix``
 **************************************************
 TODO!
 hacky install on nixos
 **********************
-`NixOS` is our core devs' distro of choice for which we offer
+``NixOS`` is our core devs' distro of choice for which we offer
 a stringently defined development shell envoirment that can be loaded with::
-    nix-shell develop.nix
+    nix-shell default.nix
 this will setup the required python environment to run piker, make sure to
 run::
    pip install -r requirements.txt -e .
 once after loading the shell
-install wild-west style via `pip`
+start a chart
-*********************************
+*************
-``piker`` is currently under heavy pre-alpha development and as such
+run a realtime OHLCV chart stand-alone::
 should be cloned from this repo and hacked on directly.
-for a development install::
+    piker -l info chart btcusdt.spot.binance xmrusdt.spot.kraken
-    git clone git@github.com:pikers/piker.git
+this runs a chart UI (with 1m sampled OHLCV) and shows 2 spot markets from 2 diff cexes
-    cd piker
+overlayed on the same graph. Use of `piker` without first starting
-    virtualenv env
+a daemon (`pikerd` - see below) means there is an implicit spawning of the
-    source ./env/bin/activate
+multi-actor-runtime (implemented as a `tractor` app).
-    pip install -r requirements.txt -e .
+
 For additional subsystem feats available through our chart UI see the
 various sub-readmes:
 - order control using a mouse-n-keyboard UX B)
 - cross venue market-pair (what most call "symbol") search, select, overlay Bo
 - financial-signal-processing (`piker.fsp`) write-n-reload to sub-chart BO
 - src-asset derivatives scan for anal, like the infamous "max pain" XO
-check out our charts
+spawn a daemon standalone
-********************
+*************************
-bet you weren't expecting this from the foss::
+we call the root actor-process the ``pikerd``. it can be (and is
-
+recommended normally to be) started separately from the ``piker
-    piker -l info -b kraken -b binance chart btcusdt.binance --pdb
+chart`` program::
 this runs the main chart (currently with 1m sampled OHLC) in in debug
 mode and you can practice paper trading using the following
 micro-manual:
 ``order_mode`` (
    edge triggered activation by any of the following keys,
    ``mouse-click`` on y-level to submit at that price
    ):
    - ``f``/ ``ctl-f`` to stage buy
    - ``d``/ ``ctl-d`` to stage sell
    - ``a`` to stage alert
 ``search_mode`` (
    ``ctl-l`` or ``ctl-space`` to open,
    ``ctl-c`` or ``ctl-space`` to close
    ) :
    - begin typing to have symbol search automatically lookup
      symbols from all loaded backend (broker) providers
    - arrow keys and mouse click to navigate selection
    - vi-like ``ctl-[hjkl]`` for navigation
 you can also configure your position allocation limits from the
 sidepane.
 run in distributed mode
 ***********************
 start the service manager and data feed daemon in the background and
 connect to it::
    pikerd -l info --pdb
 the daemon does nothing until a ``piker``-client (like ``piker
 chart``) connects and requests some particular sub-system. for
 a connecting chart ``pikerd`` will spawn and manage at least,
-connect your chart::
+- a data-feed daemon: ``datad`` which does all the work of comms with
  the backend provider (in this case the ``binance`` cex).
 - a paper-trading engine instance, ``paperboi.binance``, (if no live
  account has been configured) which allows for auto/manual order
  control against the live quote stream.
-    piker -l info -b kraken -b binance chart xmrusdt.binance --pdb
+*using* an actor-service (aka micro-daemon) manager which dynamically
 supervises various sub-subsystems-as-services throughout the ``piker``
 runtime-stack.
 now you can (implicitly) connect your chart::
-enjoy persistent real-time data feeds tied to daemon lifetime. the next
+    piker chart btcusdt.spot.binance
-time you spawn a chart it will load much faster since the data feed has
+
-been cached and is now always running live in the background until you
+since ``pikerd`` was started separately you can now enjoy a persistent
-kill ``pikerd``.
+real-time data stream tied to the daemon-tree's lifetime. i.e. the next
 time you spawn a chart it will obviously not only load much faster
 (since the underlying ``datad.binance`` is left running with its
 in-memory IPC data structures) but also the data-feed and any order
 mgmt states should be persistent until you finally cancel ``pikerd``.
 if anyone asks you what this project is about
 *********************************************
-you don't talk about it.
+you don't talk about it; just use it.
 how do i get involved?
@ -166,6 +165,15 @@ enter the matrix.
 how come there ain't that many docs
 ***********************************
-suck it up, learn the code; no one is trying to sell you on anything.
+i mean we want/need them but building the core right has been higher
-also, we need lotsa help so if you want to start somewhere and can't
+prio then marketting (and likely will stay that way Bp).
-necessarily write serious code, this might be the place for you!
+
 soo, suck it up bc,
 - no one is trying to sell you on anything
 - learning the code base is prolly way more valuable
 - the UI/UXs are intended to be "intuitive" for any hacker..
 we obviously need tonz help so if you want to start somewhere and
 can't necessarily write "advanced" concurrent python/rust code, this
 helping document literally anything might be the place for you!
--- a/default.nix
+++ b/default.nix
@ -1,74 +1,134 @@
 with (import <nixpkgs> {});
 with python311Packages;
 let
-  rapidfuzzStorePath = lib.getLib rapidfuzz;
+  glibStorePath = lib.getLib glib;
-  qdarkstyleStorePath = lib.getLib qdarkstyle;
+  zlibStorePath = lib.getLib zlib;
-  qtpyStorePath = lib.getLib qtpy;
+  zstdStorePath = lib.getLib zstd;
-  pyqt5StorePath = lib.getLib pyqt5;
+  dbusStorePath = lib.getLib dbus;
-  pyqt5SipStorePath = lib.getLib pyqt5_sip;
+  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-poetry-shell-with-qt-fix";
+  name = "piker-qt6-uv";
  buildInputs = [
    # System requirements.
-    libsForQt5.qt5.qtbase
+    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.
-    python311Full
+    python312Full
-    poetry-core
+    python312Packages.uv
-    rapidfuzz
+    python312Packages.qdarkstyle
-    qdarkstyle
+    python312Packages.rapidfuzz
-    qtpy
+    python312Packages.pyqt6
-    pyqt5
+    python312Packages.qtpy
  ];
  src = null;
  shellHook = ''
    set -e
    QTBASE_PATH="${qt5.qtbase.bin}/lib/qt-${qt5.qtbase.version}"
    # Set the Qt plugin path
    # export QT_DEBUG_PLUGINS=1
    export QT_PLUGIN_PATH="$QTBASE_PATH/plugins"
    export QT_QPA_PLATFORM_PLUGIN_PATH="$QT_PLUGIN_PATH/platforms"
-    # Maybe create venv & install deps
+    QTBASE_PATH="${qt6baseStorePath}/lib"
-    poetry install --with=nix-shell
+    QT_PLUGIN_PATH="$QTBASE_PATH/qt-6/plugins"
    QT_QPA_PLATFORM_PLUGIN_PATH="$QT_PLUGIN_PATH/platforms"
-    # Use pyqt5 from System, patch activate script
+    LIB_GCC_PATH="${libgcc.lib}/lib"
-    ACTIVATE_SCRIPT_PATH="$(poetry env info --path)/bin/activate"
+    GLIB_PATH="${glibStorePath}/lib"
-    export RPDFUZZ_PATH="${rapidfuzzStorePath}/lib/python3.11/site-packages"
+    ZSTD_PATH="${zstdStorePath}/lib"
-    export QDRKSTYLE_PATH="${qdarkstyleStorePath}/lib/python3.11/site-packages"
+    ZLIB_PATH="${zlibStorePath}/lib"
-    export QTPY_PATH="${qtpyStorePath}/lib/python3.11/site-packages"
+    DBUS_PATH="${dbusStorePath}/lib"
-    export PYQT5_PATH="${pyqt5StorePath}/lib/python3.11/site-packages"
+    LIBGL_PATH="${libGLStorePath}/lib"
-    export PYQT5_SIP_PATH="${pyqt5SipStorePath}/lib/python3.11/site-packages"
+    FREETYPE_PATH="${freetypeStorePath}/lib"
-    echo "rapidfuzz at:   $RPDFUZZ_PATH"
+    FONTCONFIG_PATH="${fontconfigStorePath}/lib"
-    echo "qdarkstyle at:  $QDRKSTYLE_PATH"
+    LIB_XKB_COMMON_PATH="${libxkbcommonStorePath}/lib"
    echo "qtpy at:        $QTPY_PATH"
    echo "pyqt5 at:       $PYQT5_PATH"
    echo "pyqt5-sip at:   $PYQT5_SIP_PATH"
    echo ""
-    PATCH="export PYTHONPATH=\""
+    XCB_UTIL_CURSOR_PATH="${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="${xorgxcbutilerrorsStorePath}/lib"
-    PATCH="$PATCH\$RPDFUZZ_PATH"
+    LD_LIBRARY_PATH="$LD_LIBRARY_PATH:$QTBASE_PATH"
-    PATCH="$PATCH:\$QDRKSTYLE_PATH"
+    LD_LIBRARY_PATH="$LD_LIBRARY_PATH:$QT_PLUGIN_PATH"
-    PATCH="$PATCH:\$QTPY_PATH"
+    LD_LIBRARY_PATH="$LD_LIBRARY_PATH:$QT_QPA_PLATFORM_PLUGIN_PATH"
    PATCH="$PATCH:\$PYQT5_PATH"
    PATCH="$PATCH:\$PYQT5_SIP_PATH"
-    PATCH="$PATCH\""
+    LD_LIBRARY_PATH="$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:$LIB_XKB_COMMON_PATH"
-    if grep -q "$PATCH" "$ACTIVATE_SCRIPT_PATH"; then
+    LD_LIBRARY_PATH="$LD_LIBRARY_PATH:$XCB_UTIL_CURSOR_PATH"
-        echo "venv is already patched."
+    LD_LIBRARY_PATH="$LD_LIBRARY_PATH:$XORG_LIB_X11_PATH"
-    else
+    LD_LIBRARY_PATH="$LD_LIBRARY_PATH:$XORG_LIB_XCB_PATH"
-        echo "patching $ACTIVATE_SCRIPT_PATH to use pyqt5 from nixos..."
+    LD_LIBRARY_PATH="$LD_LIBRARY_PATH:$XORG_XCB_UTIL_IMAGE_PATH"
-        sed -i "\$i$PATCH" $ACTIVATE_SCRIPT_PATH
+    LD_LIBRARY_PATH="$LD_LIBRARY_PATH:$XORG_XCB_UTIL_WM_PATH"
-    fi
+    LD_LIBRARY_PATH="$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"
-    echo "qt plguin path: $QT_PLUGIN_PATH"
+    export LD_LIBRARY_PATH
-    echo ""
+
    RPDFUZZ_PATH="${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
    poetry shell
  '';
 }
--- a/develop.nix
+++ b/develop.nix
@ -0,0 +1,47 @@
 with (import <nixpkgs> {});
 stdenv.mkDerivation {
  name = "poetry-env";
  buildInputs = [
    # System requirements.
    readline
    # TODO: hacky non-poetry install stuff we need to get rid of!!
    poetry
    # virtualenv
    # setuptools
    # pip
    # Python requirements (enough to get a virtualenv going).
    python311Full
    # obviously, and see below for hacked linking
    python311Packages.pyqt5
    python311Packages.pyqt5_sip
    # python311Packages.qtpy
    # numerics deps
    python311Packages.levenshtein
    python311Packages.fastparquet
    python311Packages.polars
  ];
  # environment.sessionVariables = {
  #   LD_LIBRARY_PATH = "${pkgs.stdenv.cc.cc.lib}/lib";
  # };
  src = null;
  shellHook = ''
    # Allow the use of wheels.
    SOURCE_DATE_EPOCH=$(date +%s)
    # Augment the dynamic linker path
    export LD_LIBRARY_PATH=$LD_LIBRARY_PATH:${R}/lib/R/lib:${readline}/lib
    export QT_QPA_PLATFORM_PLUGIN_PATH="${qt5.qtbase.bin}/lib/qt-${qt5.qtbase.version}/plugins";
    if [ ! -d ".venv" ]; then
        poetry install --with uis
    fi
    poetry shell
  '';
 }
--- a/piker/brokers/init.py
+++ b/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
--- a/piker/brokers/_util.py
+++ b/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:
+) -> httpx.Response:
-    """Process response and return its json content.
+    '''
    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:
--- a/piker/brokers/binance/api.py
+++ b/piker/brokers/binance/api.py
@ -1,8 +1,8 @@
 # piker: trading gear for hackers
 # Copyright (C)
-#   Guillermo Rodriguez (aka ze jefe)
+#  Guillermo Rodriguez (aka ze jefe)
-#   Tyler Goodlet
+#  Tyler Goodlet
-#   (in stewardship for pikers)
+#  (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
+import httpx
 from rapidfuzz import process as fuzzy
 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: dict = conf.get('binance')
    section = 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
+        # per-mkt-venue API client table
-        self.venue_sesh: dict[
+        self.venue_sesh = venue_sessions
            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
        }
        # 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`
+        account/market endpoint request depending on either passed in
-        or the current setting `.mkt_mode: str` setting, default `'spot'`.
+        `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]
+        client: httpx.AsyncClient
-
+        path: str
-        meth: Callable = getattr(sesh, method)
+        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()
+    venue_sessions: dict[
-    log.info(
+        str,  # venue key
-        f'{client} in {client.mkt_mode} mode: caching exchange infos..\n'
+        tuple[httpx.AsyncClient, str]  # session, eps path
-        'Cached multi-market pairs:\n'
+    ] = {}
-        f'spot: {len(client._spot_pairs)}\n'
+    async with AsyncExitStack() as client_stack:
-        f'usdtm_futes: {len(client._ufutes_pairs)}\n'
+        for name, (base_url, path) in _venue_urls.items():
-        f'Total: {len(client._pairs)}\n'
+            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
--- a/piker/brokers/binance/broker.py
+++ b/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]
+        subconf: dict|None = client.conf.get(venue_name)
        use_testnet = subconf.get('use_testnet', False)
        # 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,
    ):
--- a/piker/brokers/binance/feed.py
+++ b/piker/brokers/binance/feed.py
@ -42,12 +42,12 @@ from trio_typing import TaskStatus
 from pendulum import (
    from_timestamp,
 )
 from rapidfuzz import process as fuzzy
 import numpy as np
 import tractor
 from piker.brokers import (
    open_cached_client,
    NoData,
 )
 from piker._cacheables import (
    async_lifo_cache,
@ -110,6 +110,7 @@ class AggTrade(Struct, frozen=True):
 async def stream_messages(
    ws: NoBsWs,
 ) -> AsyncGenerator[NoBsWs, dict]:
    # TODO: match syntax here!
@ -220,6 +221,8 @@ def make_sub(pairs: list[str], sub_name: str, uid: int) -> dict[str, str]:
    }
 # TODO, why aren't frame resp `log.info()`s showing in upstream
 # code?!
@acm
 async def open_history_client(
    mkt: MktPair,
@ -252,24 +255,30 @@ async def open_history_client(
            else:
                client.mkt_mode = 'spot'
-            # NOTE: always query using their native symbology!
+            array: np.ndarray = await client.bars(
-            mktid: str = mkt.bs_mktid
+                mkt=mkt,
            array = await client.bars(
                mktid,
                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 (
+            if not times.any():
-                end_dt is None
+                raise ValueError(
-            ):
+                    'Bad frame with null-times?\n\n'
-                inow = round(time.time())
+                    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}
@ -456,6 +465,8 @@ async def stream_quotes(
    ):
        init_msgs: list[FeedInit] = []
        for sym in symbols:
            mkt: MktPair
            pair: Pair
            mkt, pair = await get_mkt_info(sym)
            # build out init msgs according to latest spec
@ -504,7 +515,6 @@ async def stream_quotes(
            # start streaming
            async for typ, quote in msg_gen:
                # period = time.time() - last
                # hz = 1/period if period else float('inf')
                # if hz > 60:
@ -540,7 +550,7 @@ async def open_symbol_search(
                )
                # repack in fqme-keyed table
-                byfqme: dict[start, Pair] = {}
+                byfqme: dict[str, Pair] = {}
                for pair in pairs.values():
                    byfqme[pair.bs_fqme] = pair
--- a/piker/brokers/binance/venues.py
+++ b/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'
@ -179,7 +181,6 @@ class FutesPair(Pair):
    quoteAsset: str  # 'USDT',
    quotePrecision: int  # 8,
    requiredMarginPercent: float  # '5.0000',
    settlePlan: int  # 0,
    timeInForce: list[str]  # ['GTC', 'IOC', 'FOK', 'GTX'],
    triggerProtect: float  # '0.0500',
    underlyingSubType: list[str]  # ['PoW'],
--- a/piker/brokers/ib/_util.py
+++ b/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),
--- a/piker/brokers/ib/api.py
+++ b/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
+            # TODO: figure out wut's going on here.
            # 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: 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
+            log.critical(
-            def get_hist():
+                'STUPID IB SAYS NO HISTORY\n\n'
-                return self.ib.reqHistoricalData(**kwargs)
+                + 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
+            # rewrite the method in the first case?
-            # way to detect a timeout.
+            # right now there's no way to detect a timeout..
            return [], np.empty(0), dt_duration
-        # NOTE XXX: ensure minimum duration in bars B)
+        log.info(query_info)
-        # => we recursively call this method until we get at least
+        # NOTE XXX: ensure minimum duration in bars?
-        # as many bars such that they sum in aggregate to the the
+        # => recursively call this method until we get at least as
-        # desired total time (duration) at most.
+        #   many bars such that they sum in aggregate to the the
-        # XXX XXX XXX
+        #   desired total time (duration) at most.
-        # WHY DID WE EVEN NEED THIS ORIGINALLY!?
+        #  - if you query over a gap and get no data
-        # XXX XXX XXX
+        #    that may short circuit the history
        # - if you query over a gap and get no data
        #   that may short circuit the history 
        if (
-            end_dt
+            # XXX XXX XXX
-            and False
+            # => 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'{path} defines {len(accts)} account aliases:\n'
-        f'{pformat(names)}'
+        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] = {}
@ -1213,6 +1250,12 @@ async def load_aio_clients(
        for i in range(connect_retries):
            try:
                log.info(
                    'Trying `ib_async` connect\n'
                    f'{host}: {port}\n'
                    f'clientId: {client_id}\n'
                    f'timeout: {connect_timeout}\n'
                )
                await ib.connectAsync(
                    host,
                    port,
@ -1227,7 +1270,9 @@ 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 +1287,59 @@ async def load_aio_clients(
                OSError,
            ) as ce:
                _err = ce
-                log.warning(
+                message: str = (
-                    f'Failed to connect on {host}:{port} for {i} time with,\n'
+                    f'Failed to connect on {host}:{port} after {i} tries with\n'
-                    f'{ib.client.apiError.value()}\n'
+                    f'{ib.client.apiError.value()!r}\n\n'
-                    'retrying with a new client id..')
+                    '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)
+            acnt_alias: str = accounts_def.inverse.get(acct_number)
-            if not entry:
+            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:'
+                    'No alias in account section for account!\n'
-                    f' {acct_number}\n'
+                    f'Please add an acnt alias entry to your {path}\n'
-                    f'Please add entry to continue using this API client'
+                    '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:
+            if acnt_alias not in accounts_found:
-                accounts_found[entry] = client
+                accounts_found[acnt_alias] = client
                # client._acnt_names.add(acnt_alias)
                client._acnt_names.append(acnt_alias)
-        log.info(
+        if accounts_found:
-            f'Loaded accounts for client @ {host}:{port}\n'
+            log.info(
-            f'{pformat(accounts_found)}'
+                f'Loaded accounts for api client\n\n'
-        )
+                f'{pformat(accounts_found)}\n'
            )
-        # XXX: why aren't we just updating this directy above
+            # XXX: why aren't we just updating this directy above
-        # instead of using the intermediary `accounts_found`?
+            # instead of using the intermediary `accounts_found`?
-        _accounts2clients.update(accounts_found)
+            _accounts2clients.update(accounts_found)
    # if we have no clients after the scan loop then error out.
    if not _client_cache:
@ -1306,7 +1373,9 @@ async def load_clients_for_trio(
    a ``tractor.to_asyncio.open_channel_from()``.
    '''
-    async with load_aio_clients() as accts2clients:
+    async with load_aio_clients(
        disconnect_on_exit=False,
    ) as accts2clients:
        to_trio.send_nowait(accts2clients)
@ -1472,7 +1541,7 @@ 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):
--- a/piker/brokers/ib/broker.py
+++ b/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,
--- a/piker/brokers/ib/feed.py
+++ b/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
+        # '294',  # Trade rate / minute
-        '295',  # Vlm 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'
+            # TODO: we need a stack-oriented log levels filters for
-                f'{pformat(first_quote)}'
+            # 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)}'
        )
--- a/piker/brokers/ib/ledger.py
+++ b/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,
+        'datetime': parse,
-        # for some some fucking 2022 and
+
-        # back options records...fuck me.
+        # XXX: for some some fucking 2022 and
-        'date': pendulum.parse,
+        # 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')
+    dtstr: str = record.get('datetime')
-    date = record.get('date')
+    date: str = record.get('date')
-    flex_dtstr = record.get('dateTime')
+    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(
+    asset_type: str = (
-        'assetCategory'
+        record.get('assetCategory')
-    ) or record.get('secType', 'STK')
+        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']]
--- a/piker/brokers/ib/symbols.py
+++ b/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
--- a/piker/brokers/kraken/api.py
+++ b/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: httpx.AsyncClient = httpx_client
-        self._sesh.headers.update({
+
            'User-Agent':
                'krakenex/2.1.0 (+https://github.com/veox/python3-krakenex)'
        })
        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(
+        resp: httpx.Response = await self._sesh.post(
-            path=f'/public/{method}',
+            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':
+            'Content-Type': 'application/x-www-form-urlencoded',
-                'application/x-www-form-urlencoded',
+            'API-Key': self._api_key,
-            'API-Key':
+            'API-Sign': get_kraken_signature(
-                self._api_key,
+                uri_path,
-            'API-Sign':
+                data,
-                get_kraken_signature(uri_path, data, self._secret)
+                self._secret,
            ),
        }
-        resp = await self._sesh.post(
+        resp: httpx.Response = await self._sesh.post(
-            path=f'/private/{method}',
+            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()
+    conf: dict[str, Any] = get_config()
-    if conf:
+    async with httpx.AsyncClient(
-        client = Client(
+        base_url=_url,
-            conf,
+        headers=_headers,
-            # TODO: don't break these up and just do internal
+        # TODO: is there a way to numerate this?
-            # conf lookups instead..
+        # https://www.python-httpx.org/advanced/clients/#why-use-a-client
-            name=conf['key_descr'],
+        # connections=4
-            api_key=conf['api_key'],
+    ) as trio_client:
-            secret=conf['secret']
+        if conf:
-        )
+            client = Client(
-    else:
+                conf,
-        client = Client({})
+                httpx_client=trio_client,
-    # at startup, load all symbols, and asset info in
+                # TODO: don't break these up and just do internal
-    # batch requests.
+                # conf lookups instead..
-    async with trio.open_nursery() as nurse:
+                name=conf['key_descr'],
-        nurse.start_soon(client.get_assets)
+                api_key=conf['api_key'],
-        await client.get_mkt_pairs()
+                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
--- a/piker/brokers/kraken/broker.py
+++ b/piker/brokers/kraken/broker.py
@ -612,18 +612,18 @@ async def open_trade_dialog(
                # enter relay loop
                await handle_order_updates(
-                    client,
+                    client=client,
-                    ws,
+                    ws=ws,
-                    stream,
+                    ws_stream=stream,
-                    ems_stream,
+                    ems_stream=ems_stream,
-                    apiflows,
+                    apiflows=apiflows,
-                    ids,
+                    ids=ids,
-                    reqids2txids,
+                    reqids2txids=reqids2txids,
-                    acnt,
+                    acnt=acnt,
-                    api_trans,
+                    ledger=ledger,
-                    acctid,
+                    acctid=acctid,
-                    acc_name,
+                    acc_name=acc_name,
-                    token,
+                    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(
+                ppmsgs: list[BrokerdPosition] = trades2pps(
-                    acnt,
+                    acnt=acnt,
-                    acctid,
+                    ledger=ledger,
-                    new_trans,
+                    acctid=acctid,
                    new_trans=new_trans,
                )
                # ppmsgs = trades2pps(
                #     acnt,
                #     acctid,
                #     new_trans,
                # )
                for pp_msg in ppmsgs:
                    await ems_stream.send(pp_msg)
--- a/piker/brokers/kucoin.py
+++ b/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
@ -63,7 +62,7 @@ from piker._cacheables import (
 )
 from piker.log import get_logger
 from piker.data.validate import FeedInit
-from piker.types import Struct
+from piker.types import Struct  # NOTE, this is already a `tractor.msg.Struct`
 from piker.data import (
    def_iohlcv_fields,
    match_from_pairs,
@ -99,9 +98,18 @@ class KucoinMktPair(Struct, frozen=True):
    def size_tick(self) -> Decimal:
        return Decimal(str(self.quoteMinSize))
    callauctionFirstStageStartTime: None|float
    callauctionIsEnabled: bool
    callauctionPriceCeiling: float|None
    callauctionPriceFloor: float|None
    callauctionSecondStageStartTime: float|None
    callauctionThirdStageStartTime: float|None
    enableTrading: bool
    feeCategory: int
    feeCurrency: str
    isMarginEnabled: bool
    makerFeeCoefficient: float
    market: str
    minFunds: float
    name: str
@ -111,7 +119,10 @@ class KucoinMktPair(Struct, frozen=True):
    quoteIncrement: float
    quoteMaxSize: float
    quoteMinSize: float
    st: bool
    symbol: str  # our bs_mktid, kucoin's internal id
    takerFeeCoefficient: float
    tradingStartTime: float|None
 class AccountTrade(Struct, frozen=True):
@ -212,8 +223,12 @@ def get_config() -> BrokerConfig | None:
 class Client:
-    def __init__(self) -> None:
+    def __init__(
-        self._config: BrokerConfig | None = get_config()
+        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 +242,24 @@ 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 +270,7 @@ class Client:
            ).digest()
        )
        # TODO: can we cache this between calls?
        passphrase = base64.b64encode(
            hmac.new(
                self._config.key_secret.encode('utf-8'),
@ -270,8 +292,10 @@ class Client:
        self,
        action: Literal['POST', 'GET'],
        endpoint: str,
        api: str = 'v2',
        headers: dict = {},
    ) -> Any:
        '''
        Generic request wrapper for Kucoin API
@ -284,14 +308,19 @@ class Client:
                api,
            )
-        api_url = f'https://api.kucoin.com/api/{api}/{endpoint}'
+        req_meth: Callable = getattr(
-
+            self._http,
-        res = await asks.request(action, api_url, headers=headers)
+            action.lower(),
-
+        )
-        json = res.json()
+        res = await req_meth(
-        if 'data' in json:
+            url=f'/{api}/{endpoint}',
-            return json['data']
+            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 +340,7 @@ 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 +378,8 @@ 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()
@ -366,13 +395,22 @@ 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] = {}
        fqmes2mktids: bidict[str, str] = bidict()
        for item in entries:
-            pair = pairs[item['name']] = KucoinMktPair(**item)
+            try:
                pair = pairs[item['name']] = KucoinMktPair(**item)
            except TypeError as te:
                raise TypeError(
                    '`KucoinMktPair` and reponse fields do not match ??\n'
                    f'{KucoinMktPair.fields_diff(item)}\n'
                ) from te
            fqmes2mktids[
                item['name'].lower().replace('-', '')
            ] = pair.name
@ -567,13 +605,21 @@ 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)
+    async with (
-        await client.get_currencies()
+        httpx.AsyncClient(
            base_url='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
@ -609,7 +655,7 @@ async def open_ping_task(
                await trio.sleep((ping_interval - 1000) / 1000)
                await ws.send_msg({'id': connect_id, 'type': 'ping'})
-        log.info('Starting ping task for kucoin ws connection')
+        log.warning('Starting ping task for kucoin ws connection')
        n.start_soon(ping_server)
        yield
@ -621,9 +667,14 @@ async def open_ping_task(
 async def get_mkt_info(
    fqme: str,
-) -> tuple[MktPair, KucoinMktPair]:
+) -> tuple[
    MktPair,
    KucoinMktPair,
 ]:
    '''
-    Query for and return a `MktPair` and `KucoinMktPair`.
+    Query for and return both a `piker.accounting.MktPair` and
    `KucoinMktPair` from provided `fqme: str`
    (fully-qualified-market-endpoint).
    '''
    async with open_cached_client('kucoin') as client:
@ -698,6 +749,8 @@ async def stream_quotes(
        log.info(f'Starting up quote stream(s) for {symbols}')
        for sym_str in symbols:
            mkt: MktPair
            pair: KucoinMktPair
            mkt, pair = await get_mkt_info(sym_str)
            init_msgs.append(
                FeedInit(mkt_info=mkt)
@ -705,7 +758,11 @@ async def stream_quotes(
        ws: NoBsWs
        token, ping_interval = await client._get_ws_token()
-        connect_id = str(uuid4())
+        log.info('API reported ping_interval: {ping_interval}\n')
        connect_id: str = str(uuid4())
        typ: str
        quote: dict
        async with (
            open_autorecon_ws(
                (
@ -719,20 +776,37 @@ async def stream_quotes(
                ),
            ) as ws,
            open_ping_task(ws, ping_interval, connect_id),
-            aclosing(stream_messages(ws, sym_str)) as msg_gen,
+            aclosing(
                iter_normed_quotes(
                    ws, sym_str
                )
            ) as iter_quotes,
        ):
-            typ, quote = await anext(msg_gen)
+            typ, quote = await anext(iter_quotes)
-            while typ != 'trade':
+            # take care to not unblock here until we get a real
-                # take care to not unblock here until we get a real
+            # trade quote?
-                # trade quote
+            # ^TODO, remove this right?
-                typ, quote = await anext(msg_gen)
+            # -[ ] what often blocks chart boot/new-feed switching
            #   since we'ere waiting for a live quote instead of just
            #   loading history afap..
            #  |_ XXX, not sure if we require a bit of rework to core
            #    feed init logic or if backends justg gotta be
            #    changed up.. feel like there was some causality
            #    dilema prolly only seen with IB too..
            # while typ != 'trade':
            #     typ, quote = await anext(iter_quotes)
            task_status.started((init_msgs, quote))
            feed_is_live.set()
-            async for typ, msg in msg_gen:
+            # XXX NOTE, DO NOT include the `.<backend>` suffix!
-                await send_chan.send({sym_str: msg})
+            # OW the sampling loop will not broadcast correctly..
            # since `bus._subscribers.setdefault(bs_fqme, set())`
            # is used inside `.data.open_feed_bus()` !!!
            topic: str = mkt.bs_fqme
            async for typ, quote in iter_quotes:
                await send_chan.send({topic: quote})
@acm
@ -787,7 +861,7 @@ async def subscribe(
            )
-async def stream_messages(
+async def iter_normed_quotes(
    ws: NoBsWs,
    sym: str,
@ -818,6 +892,9 @@ async def stream_messages(
                yield 'trade', {
                    'symbol': sym,
                    # TODO, is 'last' even used elsewhere/a-good
                    # semantic? can't we just read the ticks with our
                    # .data.ticktools.frame_ticks()`/
                    'last': trade_data.price,
                    'brokerd_ts': last_trade_ts,
                    'ticks': [
@ -910,7 +987,7 @@ async def open_history_client(
            if end_dt is None:
                inow = round(time.time())
-                print(
+                log.debug(
                    f'difference in time between load and processing'
                    f'{inow - times[-1]}'
                )
--- a/piker/clearing/README.rst
+++ b/piker/clearing/README.rst
@ -0,0 +1,49 @@
 piker.clearing
 ______________
 trade execution-n-control subsys for both live and paper trading as
 well as algo-trading manual override/interaction across any backend
 broker and data provider.
 avail UIs
 *********
 order ctl
 ---------
 the `piker.clearing` subsys is exposed mainly though
 the `piker chart` GUI as a "chart trader" style UX and
 is automatically enabled whenever a chart is opened.
 .. ^TODO, more prose here!
 the "manual" order control features are exposed via the
 `piker.ui.order_mode` API and can pretty much always be
 used (at least) in simulated-trading mode, aka "paper"-mode, and
 the micro-manual is as follows:
 ``order_mode`` (
    edge triggered activation by any of the following keys,
    ``mouse-click`` on y-level to submit at that price
    ):
    - ``f``/ ``ctl-f`` to stage buy
    - ``d``/ ``ctl-d`` to stage sell
    - ``a`` to stage alert
 ``search_mode`` (
    ``ctl-l`` or ``ctl-space`` to open,
    ``ctl-c`` or ``ctl-space`` to close
    ) :
    - begin typing to have symbol search automatically lookup
      symbols from all loaded backend (broker) providers
    - arrow keys and mouse click to navigate selection
    - vi-like ``ctl-[hjkl]`` for navigation
 position (pp) mgmt
 ------------------
 you can also configure your position allocation limits from the
 sidepane.
 .. ^TODO, explain and provide tut once more refined!
--- a/piker/config.py
+++ b/piker/config.py
@ -104,14 +104,15 @@ def get_app_dir(
    # `tractor`) with the testing dir and check for it whenever we
    # detect `pytest` is being used (which it isn't under normal
    # operation).
-    if "pytest" in sys.modules:
+    # if "pytest" in sys.modules:
-        import tractor
+    #     import tractor
-        actor = tractor.current_actor(err_on_no_runtime=False)
+    #     actor = tractor.current_actor(err_on_no_runtime=False)
-        if actor:  # runtime is up
+    #     if actor:  # runtime is up
-            rvs = tractor._state._runtime_vars
+    #         rvs = tractor._state._runtime_vars
-            testdirpath = Path(rvs['piker_vars']['piker_test_dir'])
+    #         import pdbp; pdbp.set_trace()
-            assert testdirpath.exists(), 'piker test harness might be borked!?'
+    #         testdirpath = Path(rvs['piker_vars']['piker_test_dir'])
-            app_name = str(testdirpath)
+    #         assert testdirpath.exists(), 'piker test harness might be borked!?'
    #         app_name = str(testdirpath)
    if platform.system() == 'Windows':
        key = "APPDATA" if roaming else "LOCALAPPDATA"
--- a/piker/data/_web_bs.py
+++ b/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
+JSONRPC response-request style machinery for transparent multiplexing
-over a NoBsWs.
+of msgs over a `NoBsWs`.
 '''
@ -377,43 +377,82 @@ async def open_jsonrpc_session(
    url: str,
    start_id: int = 0,
    response_type: type = JSONRPCResult,
-    request_type: Optional[type] = None,
+    msg_recv_timeout: float = float('inf'),
-    request_hook: Optional[Callable] = None,
+    # ^NOTE, since only `deribit` is using this jsonrpc stuff atm
-    error_hook: Optional[Callable] = None,
+    # and options mkts are generally "slow moving"..
    #
    # FURTHER if we break the underlying ws connection then since we
    # don't pass a `fixture` to the task that manages `NoBsWs`, i.e.
    # `_reconnect_forever()`, the jsonrpc "transport pipe" get's
    # broken and never restored with wtv init sequence is required to
    # re-establish a working req-resp session.
 ) -> Callable[[str, dict], dict]:
    '''
    Init a json-RPC-over-websocket connection to the provided `url`.
    A `json_rpc: Callable[[str, dict], dict` is delivered to the
    caller for sending requests and a bg-`trio.Task` handles
    processing of response msgs including error reporting/raising in
    the parent/caller task.
    '''
    # 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,
+        trio.open_nursery() as tn,
-        open_autorecon_ws(url) as ws
+        open_autorecon_ws(
            url=url,
            msg_recv_timeout=msg_recv_timeout,
        ) 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:
+        async def json_rpc(
            method: str,
            params: dict,
        ) -> dict:
            '''
            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 +467,7 @@ async def open_jsonrpc_session(
            the server side.
            '''
            nonlocal req_msgs
            async for msg in ws:
                match msg:
                    case {
@ -451,19 +491,28 @@ async def open_jsonrpc_session(
                        'params': _,
                    }:
                        log.debug(f'Recieved\n{msg}')
                        if request_hook:
                            await request_hook(request_type(**msg))
                    case {
                        'error': error
                    }:
-                        log.warning(f'Recieved\n{error}')
+                        # retreive orig request msg, set error
-                        if error_hook:
+                        # response in original "result" msg,
-                            await error_hook(response_type(**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}')
-        n.start_soon(recv_task)
+        tn.start_soon(recv_task)
        yield json_rpc
-        n.cancel_scope.cancel()
+        tn.cancel_scope.cancel()
--- a/piker/storage/cli.py
+++ b/piker/storage/cli.py
@ -386,6 +386,8 @@ def ldshm(
            open_annot_ctl() as actl,
        ):
            shm_df: pl.DataFrame | None = None
            tf2aids: dict[float, dict] = {}
            for (
                shmfile,
                shm,
@ -526,16 +528,17 @@ def ldshm(
                            new_df,
                            step_gaps,
                        )
                        # last chance manual overwrites in REPL
-                        await tractor.pause()
+                        # await tractor.pause()
                        assert aids
                        tf2aids[period_s] = aids
                else:
                    # allow interaction even when no ts problems.
-                    await tractor.pause()
+                    assert not diff
                    # assert not diff
            await tractor.pause()
            log.info('Exiting TSP shm anal-izer!')
            if shm_df is None:
                log.error(
--- a/piker/storage/nativedb.py
+++ b/piker/storage/nativedb.py
@ -161,7 +161,13 @@ class NativeStorageClient:
    def index_files(self):
        for path in self._datadir.iterdir():
-            if path.name in {'borked', 'expired',}:
+            if (
                path.is_dir()
                or
                '.parquet' not in str(path)
                # or
                # path.name in {'borked', 'expired',}
            ):
                continue
            key: str = path.name.rstrip('.parquet')
--- a/piker/tsp/init.py
+++ b/piker/tsp/init.py
@ -44,8 +44,10 @@ import trio
 from trio_typing import TaskStatus
 import tractor
 from pendulum import (
    Interval,
    DateTime,
    Duration,
    duration as mk_duration,
    from_timestamp,
 )
 import numpy as np
@ -214,7 +216,8 @@ async def maybe_fill_null_segments(
        # pair, immediately stop backfilling?
        if (
            start_dt
-            and end_dt < start_dt
+            and
            end_dt < start_dt
        ):
            await tractor.pause()
            break
@ -262,6 +265,7 @@ async def maybe_fill_null_segments(
        except tractor.ContextCancelled:
            # log.exception
            await tractor.pause()
            raise
    null_segs_detected.set()
    # RECHECK for more null-gaps
@ -349,7 +353,7 @@ async def maybe_fill_null_segments(
 async def start_backfill(
    get_hist,
-    frame_types: dict[str, Duration] | None,
+    def_frame_duration: Duration,
    mod: ModuleType,
    mkt: MktPair,
    shm: ShmArray,
@ -379,22 +383,23 @@ async def start_backfill(
        update_start_on_prepend: bool = False
        if backfill_until_dt is None:
-            # TODO: drop this right and just expose the backfill
+            # TODO: per-provider default history-durations?
-            # limits inside a [storage] section in conf.toml?
+            # -[ ] inside the `open_history_client()` config allow
-            # when no tsdb "last datum" is provided, we just load
+            #    declaring the history duration limits instead of
-            # some near-term history.
+            #    guessing and/or applying the same limits to all?
-            # periods = {
+            #
-            #     1: {'days': 1},
+            # -[ ] allow declaring (default) per-provider backfill
-            #     60: {'days': 14},
+            #     limits inside a [storage] sub-section in conf.toml?
-            # }
+            #
-
+            # NOTE, when no tsdb "last datum" is provided, we just
-            # do a decently sized backfill and load it into storage.
+            # load some near-term history by presuming a "decently
            # large" 60s duration limit and a much shorter 1s range.
            periods = {
                1: {'days': 2},
                60: {'years': 6},
            }
            period_duration: int = periods[timeframe]
-            update_start_on_prepend = True
+            update_start_on_prepend: bool = True
            # NOTE: manually set the "latest" datetime which we intend to
            # backfill history "until" so as to adhere to the history
@ -416,7 +421,6 @@ async def start_backfill(
                f'backfill_until_dt: {backfill_until_dt}\n'
                f'last_start_dt: {last_start_dt}\n'
            )
            try:
                (
                    array,
@ -426,71 +430,114 @@ async def start_backfill(
                    timeframe,
                    end_dt=last_start_dt,
                )
            except NoData as _daterr:
-                # 3 cases:
+                orig_last_start_dt: datetime = last_start_dt
-                # - frame in the middle of a legit venue gap
+                gap_report: str = (
-                # - history actually began at the `last_start_dt`
+                    f'EMPTY FRAME for `end_dt: {last_start_dt}`?\n'
-                # - some other unknown error (ib blocking the
+                    f'{mod.name} -> tf@fqme: {timeframe}@{mkt.fqme}\n'
-                #   history bc they don't want you seeing how they
+                    f'last_start_dt: {orig_last_start_dt}\n\n'
-                #   cucked all the tinas..)
+                    f'bf_until: {backfill_until_dt}\n'
-                if dur := frame_types.get(timeframe):
+                )
-                    # decrement by a frame's worth of duration and
+                # EMPTY FRAME signal with 3 (likely) causes:
-                    # retry a few times.
+                #
-                    last_start_dt.subtract(
+                # 1. range contains legit gap in venue history
-                        seconds=dur.total_seconds()
+                # 2. history actually (edge case) **began** at the
                #    value `last_start_dt`
                # 3. some other unknown error (ib blocking the
                #    history-query bc they don't want you seeing how
                #    they cucked all the tinas.. like with options
                #    hist)
                #
                if def_frame_duration:
                    # decrement by a duration's (frame) worth of time
                    # as maybe indicated by the backend to see if we
                    # can get older data before this possible
                    # "history gap".
                    last_start_dt: datetime = last_start_dt.subtract(
                        seconds=def_frame_duration.total_seconds()
                    )
-                    log.warning(
+                    gap_report += (
-                        f'{mod.name} -> EMPTY FRAME for end_dt?\n'
+                        f'Decrementing `end_dt` and retrying with,\n'
-                        f'tf@fqme: {timeframe}@{mkt.fqme}\n'
+                        f'def_frame_duration: {def_frame_duration}\n'
-                        'bf_until <- last_start_dt:\n'
+                        f'(new) last_start_dt: {last_start_dt}\n'
                        f'{backfill_until_dt} <- {last_start_dt}\n'
                        f'Decrementing `end_dt` by {dur} and retry..\n'
                    )
                    log.warning(gap_report)
                    # skip writing to shm/tsdb and try the next
                    # duration's worth of prior history.
                    continue
-            # broker says there never was or is no more history to pull
+                else:
-            except DataUnavailable:
+                    # await tractor.pause()
-                log.warning(
+                    raise DataUnavailable(gap_report)
                    f'NO-MORE-DATA in range?\n'
                    f'`{mod.name}` halted history:\n'
                    f'tf@fqme: {timeframe}@{mkt.fqme}\n'
                    'bf_until <- last_start_dt:\n'
                    f'{backfill_until_dt} <- {last_start_dt}\n'
                )
-                # ugh, what's a better way?
+            # broker says there never was or is no more history to pull
-                # TODO: fwiw, we probably want a way to signal a throttle
+            except DataUnavailable as due:
-                # condition (eg. with ib) so that we can halt the
+                message: str = due.args[0]
-                # request loop until the condition is resolved?
+                log.warning(
-                if timeframe > 1:
+                    f'Provider {mod.name!r} halted backfill due to,\n\n'
-                    await tractor.pause()
+
                    f'{message}\n'
                    f'fqme: {mkt.fqme}\n'
                    f'timeframe: {timeframe}\n'
                    f'last_start_dt: {last_start_dt}\n'
                    f'bf_until: {backfill_until_dt}\n'
                )
                # 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?
                return
            time: np.ndarray = array['time']
            assert (
-                array['time'][0]
+                time[0]
                ==
                next_start_dt.timestamp()
            )
-            diff = last_start_dt - next_start_dt
+            assert time[-1] == next_end_dt.timestamp()
-            frame_time_diff_s = diff.seconds
+
            expected_dur: Interval = last_start_dt - next_start_dt
            # frame's worth of sample-period-steps, in seconds
            frame_size_s: float = len(array) * timeframe
-            expected_frame_size_s: float = frame_size_s + timeframe
+            recv_frame_dur: Duration = (
-            if frame_time_diff_s > expected_frame_size_s:
+                from_timestamp(array[-1]['time'])
-
+                -
                from_timestamp(array[0]['time'])
            )
            if (
                (lt_frame := (recv_frame_dur < expected_dur))
                or
                (null_frame := (frame_size_s == 0))
                # ^XXX, should NEVER hit now!
            ):
                # XXX: query result includes a start point prior to our
                # expected "frame size" and thus is likely some kind of
                # history gap (eg. market closed period, outage, etc.)
                # so just report it to console for now.
                if lt_frame:
                    reason = 'Possible GAP (or first-datum)'
                else:
                    assert null_frame
                    reason = 'NULL-FRAME'
                missing_dur: Interval = expected_dur.end - recv_frame_dur.end
                log.warning(
-                    'GAP DETECTED:\n'
+                    f'{timeframe}s-series {reason} detected!\n'
-                    f'last_start_dt: {last_start_dt}\n'
+                    f'fqme: {mkt.fqme}\n'
-                    f'diff: {diff}\n'
+                    f'last_start_dt: {last_start_dt}\n\n'
-                    f'frame_time_diff_s: {frame_time_diff_s}\n'
+                    f'recv interval: {recv_frame_dur}\n'
                    f'expected interval: {expected_dur}\n\n'
                    f'Missing duration of history of {missing_dur.in_words()!r}\n'
                    f'{missing_dur}\n'
                )
                # await tractor.pause()
            to_push = diff_history(
                array,
@ -565,22 +612,27 @@ async def start_backfill(
            # long-term storage.
            if (
                storage is not None
-                and write_tsdb
+                and
                write_tsdb
            ):
                log.info(
                    f'Writing {ln} frame to storage:\n'
                    f'{next_start_dt} -> {last_start_dt}'
                )
-                # always drop the src asset token for
+                # NOTE, always drop the src asset token for
                # non-currency-pair like market types (for now)
                #
                # THAT IS, for now our table key schema is NOT
                # including the dst[/src] source asset token. SO,
                # 'tsla.nasdaq.ib' over 'tsla/usd.nasdaq.ib' for
                # historical reasons ONLY.
                if mkt.dst.atype not in {
                    '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.
                    col_sym_key: str = mkt.get_fqme(
                        delim_char='',
                        without_src=True,
@ -685,7 +737,7 @@ async def back_load_from_tsdb(
        last_tsdb_dt
        and latest_start_dt
    ):
-        backfilled_size_s = (
+        backfilled_size_s: Duration = (
            latest_start_dt - last_tsdb_dt
        ).seconds
        # if the shm buffer len is not large enough to contain
@ -908,6 +960,8 @@ async def tsdb_backfill(
            f'{pformat(config)}\n'
        )
        # concurrently load the provider's most-recent-frame AND any
        # pre-existing tsdb history already saved in `piker` storage.
        dt_eps: list[DateTime, DateTime] = []
        async with trio.open_nursery() as tn:
            tn.start_soon(
@ -918,7 +972,6 @@ async def tsdb_backfill(
                timeframe,
                config,
            )
            tsdb_entry: tuple = await load_tsdb_hist(
                storage,
                mkt,
@ -947,6 +1000,25 @@ async def tsdb_backfill(
                mr_end_dt,
            ) = dt_eps
            first_frame_dur_s: Duration = (mr_end_dt - mr_start_dt).seconds
            calced_frame_size: Duration = mk_duration(
                seconds=first_frame_dur_s,
            )
            # NOTE, attempt to use the backend declared default frame
            # sizing (as allowed by their time-series query APIs) and
            # if not provided try to construct a default from the
            # first frame received above.
            def_frame_durs: dict[
                int,
                Duration,
            ]|None = config.get('frame_types', None)
            if def_frame_durs:
                def_frame_size: Duration = def_frame_durs[timeframe]
                assert def_frame_size == calced_frame_size
            else:
                # use what we calced from first frame above.
                def_frame_size = calced_frame_size
            # NOTE: when there's no offline data, there's 2 cases:
            # - data backend doesn't support timeframe/sample
            #   period (in which case `dt_eps` should be `None` and
@ -977,7 +1049,7 @@ async def tsdb_backfill(
                    partial(
                        start_backfill,
                        get_hist=get_hist,
-                        frame_types=config.get('frame_types', None),
+                        def_frame_duration=def_frame_size,
                        mod=mod,
                        mkt=mkt,
                        shm=shm,
--- a/piker/tsp/_anal.py
+++ b/piker/tsp/_anal.py
@ -616,6 +616,18 @@ def detect_price_gaps(
    # ])
    ...
 # TODO: probably just use the null_segs impl above?
 def detect_vlm_gaps(
    df: pl.DataFrame,
    col: str = 'volume',
 ) -> pl.DataFrame:
    vnull: pl.DataFrame = w_dts.filter(
        pl.col(col) == 0
    )
    return vnull
 def dedupe(
    src_df: pl.DataFrame,
@ -626,7 +638,6 @@ def dedupe(
 ) -> tuple[
    pl.DataFrame,  # with dts
    pl.DataFrame,  # gaps
    pl.DataFrame,  # with deduplicated dts (aka gap/repeat removal)
    int,  # len diff between input and deduped
 ]:
@ -639,19 +650,22 @@ def dedupe(
    '''
    wdts: pl.DataFrame = with_dts(src_df)
-    # maybe sort on any time field
+    deduped = wdts
    if sort:
        wdts = wdts.sort(by='time')
        # TODO: detect out-of-order segments which were corrected!
        # -[ ] report in log msg
        # -[ ] possibly return segment sections which were moved?
    # remove duplicated datetime samples/sections
    deduped: pl.DataFrame = wdts.unique(
-        subset=['dt'],
+        # subset=['dt'],
        subset=['time'],
        maintain_order=True,
    )
    # maybe sort on any time field
    if sort:
        deduped = deduped.sort(by='time')
        # TODO: detect out-of-order segments which were corrected!
        # -[ ] report in log msg
        # -[ ] possibly return segment sections which were moved?
    diff: int = (
        wdts.height
        -
--- a/piker/ui/init.py
+++ b/piker/ui/init.py
@ -14,9 +14,8 @@
 # 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/>.
-"""
+'''
-Stuff for your eyes, aka super hawt Qt UI components.
+UI components built using `Qt` with major versions swapped in via
 the import indirection in the `.qt` sub-mod.
-Currently we only support PyQt5 due to this issue in Pyside2:
+'''
 https://bugreports.qt.io/projects/PYSIDE/issues/PYSIDE-1313
 """
--- a/piker/ui/_anchors.py
+++ b/piker/ui/_anchors.py
@ -21,8 +21,10 @@ Anchor funtions for UI placement of annotions.
 from __future__ import annotations
 from typing import Callable, TYPE_CHECKING
-from PyQt5.QtCore import QPointF
+from piker.ui.qt import (
-from PyQt5.QtWidgets import QGraphicsPathItem
+    QPointF,
    QGraphicsPathItem,
 )
 if TYPE_CHECKING:
    from ._chart import ChartPlotWidget
--- a/piker/ui/_annotate.py
+++ b/piker/ui/_annotate.py
@ -20,12 +20,22 @@ Annotations for ur faces.
 """
 from typing import Callable
-from PyQt5 import QtCore, QtGui, QtWidgets
+from pyqtgraph import (
-from PyQt5.QtCore import QPointF, QRectF
+    Point,
-from PyQt5.QtWidgets import QGraphicsPathItem
+    functions as fn,
-from pyqtgraph import Point, functions as fn, Color
+    Color,
 )
 import numpy as np
 from piker.ui.qt import (
    QtCore,
    QtGui,
    QtWidgets,
    QPointF,
    QRectF,
    QGraphicsPathItem,
 )
 def mk_marker_path(
--- a/piker/ui/_app.py
+++ b/piker/ui/_app.py
@ -21,9 +21,11 @@ Main app startup and run.
 from functools import partial
 from types import ModuleType
 from PyQt5.QtCore import QEvent
 import trio
 from piker.ui.qt import (
    QEvent,
 )
 from ..service import maybe_spawn_brokerd
 from . import _event
 from ._exec import run_qtractor
--- a/piker/ui/_axes.py
+++ b/piker/ui/_axes.py
@ -25,9 +25,16 @@ from math import floor
 import polars as pl
 import pyqtgraph as pg
 from PyQt5 import QtCore, QtGui, QtWidgets
 from PyQt5.QtCore import QPointF
 from piker.ui.qt import (
    QtCore,
    QtGui,
    QtWidgets,
    QPointF,
    txt_flag,
    align_flag,
    px_cache_mode,
 )
 from . import _pg_overrides as pgo
 from ..accounting._mktinfo import float_digits
 from ._label import Label
@ -414,11 +421,15 @@ class AxisLabel(pg.GraphicsObject):
        super().__init__()
        self.setParentItem(parent)
-        self.setFlag(self.ItemIgnoresTransformations)
+        self.setFlag(
            self.GraphicsItemFlag.ItemIgnoresTransformations
        )
        self.setZValue(100)
        # XXX: pretty sure this is faster
-        self.setCacheMode(QtWidgets.QGraphicsItem.DeviceCoordinateCache)
+        self.setCacheMode(
            px_cache_mode.DeviceCoordinateCache
        )
        self._parent = parent
@ -555,21 +566,14 @@ class AxisLabel(pg.GraphicsObject):
        return (self.rect.width(), self.rect.height())
 # _common_text_flags = (
 #     QtCore.Qt.TextDontClip |
 #     QtCore.Qt.AlignCenter |
 #     QtCore.Qt.AlignTop |
 #     QtCore.Qt.AlignHCenter |
 #     QtCore.Qt.AlignVCenter
 # )
 class XAxisLabel(AxisLabel):
    _x_margin = 8
    text_flags = (
-        QtCore.Qt.TextDontClip
+        align_flag.AlignCenter
-        | QtCore.Qt.AlignCenter
+        | txt_flag.TextDontClip
    )
    def size_hint(self) -> tuple[float, float]:
@ -626,10 +630,10 @@ class YAxisLabel(AxisLabel):
    _y_margin: int = 4
    text_flags = (
-        QtCore.Qt.AlignLeft
+        align_flag.AlignLeft
-        # QtCore.Qt.AlignHCenter
+        | align_flag.AlignVCenter
-        | QtCore.Qt.AlignVCenter
+        # | align_flag.AlignHCenter
-        | QtCore.Qt.TextDontClip
+        | txt_flag.TextDontClip
    )
    def __init__(
--- a/piker/ui/_chart.py
+++ b/piker/ui/_chart.py
@ -28,22 +28,20 @@ from typing import (
    TYPE_CHECKING,
 )
-from PyQt5 import QtCore, QtWidgets
+import pyqtgraph as pg
-from PyQt5.QtCore import (
+import trio
 from piker.ui.qt import (
    QtCore,
    QtWidgets,
    Qt,
    QLineF,
    # QPointF,
 )
 from PyQt5.QtWidgets import (
    QFrame,
    QWidget,
    QHBoxLayout,
    QVBoxLayout,
    QSplitter,
 )
 import pyqtgraph as pg
 import trio
 from ._axes import (
    DynamicDateAxis,
    PriceAxis,
@ -570,8 +568,8 @@ class LinkedSplits(QWidget):
        # style?
        self.chart.setFrameStyle(
-            QFrame.StyledPanel |
+            QFrame.Shape.StyledPanel |
-            QFrame.Plain
+            QFrame.Shadow.Plain
        )
        return self.chart
@ -689,8 +687,8 @@ class LinkedSplits(QWidget):
        cpw.plotItem.vb.linked = self
        cpw.setFrameStyle(
-            QtWidgets.QFrame.StyledPanel
+            QFrame.Shape.StyledPanel
-            # | QtWidgets.QFrame.Plain
+            # | QFrame.Shadow.Plain
        )
        # don't show the little "autoscale" A label.
--- a/piker/ui/_cursor.py
+++ b/piker/ui/_cursor.py
@ -28,9 +28,14 @@ from typing import (
 import inspect
 import numpy as np
 import pyqtgraph as pg
 from PyQt5 import QtCore, QtWidgets
 from PyQt5.QtCore import QPointF, QRectF
 from piker.ui.qt import (
    QPointF,
    QRectF,
    QtCore,
    QtWidgets,
    px_cache_mode,
 )
 from ._style import (
    _xaxis_at,
    hcolor,
@ -104,7 +109,9 @@ class LineDot(pg.CurvePoint):
        dot.setParentItem(self)
        # keep a static size
-        self.setFlag(self.ItemIgnoresTransformations)
+        self.setFlag(
            self.GraphicsItemFlag.ItemIgnoresTransformations
        )
    def event(
        self,
@ -424,10 +431,10 @@ class Cursor(pg.GraphicsObject):
        # vertical and horizonal lines and a y-axis label
        vl = plot.addLine(x=0, pen=self.lines_pen, movable=False)
-        vl.setCacheMode(QtWidgets.QGraphicsItem.DeviceCoordinateCache)
+        vl.setCacheMode(px_cache_mode.DeviceCoordinateCache)
        hl = plot.addLine(y=0, pen=self.lines_pen, movable=False)
-        hl.setCacheMode(QtWidgets.QGraphicsItem.DeviceCoordinateCache)
+        hl.setCacheMode(px_cache_mode.DeviceCoordinateCache)
        hl.hide()
        yl = YAxisLabel(
@ -511,7 +518,10 @@ class Cursor(pg.GraphicsObject):
            plot=chart
        )
        chart.addItem(cursor)
-        self.graphics[chart].setdefault('cursors', []).append(cursor)
+        self.graphics[chart].setdefault(
            'cursors',
            [],
        ).append(cursor)
        return cursor
    def mouseAction(
--- a/piker/ui/_curve.py
+++ b/piker/ui/_curve.py
@ -19,20 +19,21 @@ Fast, smooth, sexy curves.
 """
 from contextlib import contextmanager as cm
 from enum import EnumType
 from typing import Callable
 import numpy as np
 import pyqtgraph as pg
-from PyQt5 import QtWidgets
+
-from PyQt5.QtWidgets import QGraphicsItem
+from piker.ui.qt import (
-from PyQt5.QtCore import (
+    QtWidgets,
    QGraphicsItem,
    Qt,
    QLineF,
    QRectF,
 )
 from PyQt5.QtGui import (
    QPainter,
    QPainterPath,
    px_cache_mode,
 )
 from ._style import hcolor
 from ..log import get_logger
@ -42,15 +43,16 @@ from ..toolz.profile import (
    ms_slower_then,
 )
 log = get_logger(__name__)
 pen_style: EnumType = Qt.PenStyle
 _line_styles: dict[str, int] = {
-    'solid': Qt.PenStyle.SolidLine,
+    'solid': pen_style.SolidLine,
-    'dash': Qt.PenStyle.DashLine,
+    'dash': pen_style.DashLine,
-    'dot': Qt.PenStyle.DotLine,
+    'dot': pen_style.DotLine,
-    'dashdot': Qt.PenStyle.DashDotLine,
+    'dashdot': pen_style.DashDotLine,
 }
@ -69,12 +71,12 @@ class FlowGraphic(pg.GraphicsObject):
    # XXX-NOTE-XXX: graphics caching B)
    # see explanation for different caching modes:
    # https://stackoverflow.com/a/39410081
-    cache_mode: int = QGraphicsItem.DeviceCoordinateCache
+    cache_mode: int = px_cache_mode.DeviceCoordinateCache
    # XXX: WARNING item caching seems to only be useful
    # if we don't re-generate the entire QPainterPath every time
    # don't ever use this - it's a colossal nightmare of artefacts
    # and is disastrous for performance.
-    # QGraphicsItem.ItemCoordinateCache
+    # cache_mode.ItemCoordinateCache
    # TODO: still questions todo with coord-cacheing that we should
    # probably talk to a core dev about:
    # - if this makes trasform interactions slower (such as zooming)
@ -176,7 +178,7 @@ class FlowGraphic(pg.GraphicsObject):
    @cm
    def reset_cache(self) -> None:
        try:
-            none = QGraphicsItem.NoCache
+            none = px_cache_mode.NoCache
            log.debug(
                f'{self._name} -> CACHE DISABLE: {none}'
            )
--- a/piker/ui/_dataviz.py
+++ b/piker/ui/_dataviz.py
@ -40,8 +40,8 @@ from numpy import (
    ndarray,
 )
 import pyqtgraph as pg
 from PyQt5.QtCore import QLineF
 from piker.ui.qt import QLineF
 from ..data._sharedmem import (
    ShmArray,
 )
--- a/piker/ui/_display.py
+++ b/piker/ui/_display.py
@ -57,6 +57,7 @@ from piker.toolz import (
    Profiler,
 )
 from piker.log import get_logger
 from piker import config
 # from ..data._source import tf_in_1s
 from ._axes import YAxisLabel
 from ._chart import (
@ -1231,6 +1232,8 @@ async def link_views_with_region(
    # region.sigRegionChangeFinished.connect(update_pi_from_region)
 # NOTE: default is set to 60 FPS until the runtime delivers the
 # discoverd hw value below.
 _quote_throttle_rate: int = 60 - 6
@ -1272,26 +1275,54 @@ async def display_symbol_data(
    # TODO: ctl over update loop's maximum frequency.
    # - load this from a config.toml!
    # - allow dyanmic configuration from chart UI?
    (
        conf,
        path,
    ) = config.load()
    ui_conf: dict = conf['ui']
    global _quote_throttle_rate
    from ._window import main_window
-    display_rate = main_window().current_screen().refreshRate()
+
-    _quote_throttle_rate = floor(display_rate) - 6
+    display_rate: int = floor(
        main_window().current_screen().refreshRate()
    ) - 6
    mx_redraw_rate: int = ui_conf.get(
        'max_redraw_rate',
        _quote_throttle_rate,
    )
    if mx_redraw_rate < display_rate:
        log.info(
            'Down-throttling redraw rate to config setting\n'
            f'display FPS: {display_rate}\n'
            'max_redraw_rate: {max_redraw_rate}\n'
        )
    else:
        _quote_throttle_rate = display_rate
    # TODO: we should be able to increase this if we use some
    # `mypyc` speedups elsewhere? 22ish seems to be the sweet
    # spot for single-feed chart.
    num_of_feeds = len(fqmes)
-    mx: int = 22
+    # if num_of_feeds > 1:
-    if num_of_feeds > 1:
+
-        # there will be more ctx switches with more than 1 feed so we
+    # there will be more ctx switches with more than 1 feed so we
-        # max throttle down a bit more.
+    # max throttle down a bit more.
-        mx = 16
+    mx_per_feed: int = (
        ui_conf.get(
        'per_feed_redraw_rate',
        mx_redraw_rate,
        )
        or 16
    )
    # limit to at least display's FPS
    # avoiding needless Qt-in-guest-mode context switches
    cycles_per_feed = min(
        round(_quote_throttle_rate/num_of_feeds),
-        mx,
+        mx_per_feed,
    )
    feed: Feed
--- a/piker/ui/_editors.py
+++ b/piker/ui/_editors.py
@ -32,24 +32,21 @@ from pyqtgraph import (
    QtCore,
    QtWidgets,
 )
 from PyQt5.QtCore import (
    QPointF,
    QRectF,
 )
 from PyQt5.QtGui import (
    QColor,
    QTransform,
 )
 from PyQt5.QtWidgets import (
    QGraphicsProxyWidget,
    QGraphicsScene,
    QLabel,
 )
 from pyqtgraph import functions as fn
 import numpy as np
 from piker.types import Struct
 from piker.ui.qt import (
    Qt,
    QPointF,
    QRectF,
    QGraphicsProxyWidget,
    QGraphicsScene,
    QLabel,
    QColor,
    QTransform,
 )
 from ._style import (
    hcolor,
    _font,
@ -316,7 +313,9 @@ class SelectRect(QtWidgets.QGraphicsRectItem):
        self.setZValue(1e9)
        label = self._label = QLabel()
-        label.setTextFormat(0)  # markdown
+        label.setTextFormat(
            Qt.TextFormat.MarkdownText
        )
        label.setFont(_font.font)
        label.setMargin(0)
        label.setAlignment(
--- a/piker/ui/_event.py
+++ b/piker/ui/_event.py
@ -23,28 +23,29 @@ from typing import Callable
 import trio
 from tractor.trionics import gather_contexts
 from PyQt5 import QtCore
 from PyQt5.QtCore import QEvent, pyqtBoundSignal
 from PyQt5.QtWidgets import QWidget
 from PyQt5.QtWidgets import (
    QGraphicsSceneMouseEvent as gs_mouse,
 )
 from piker.ui.qt import (
    QtCore,
    QWidget,
    QEvent,
    keys,
    gs_keys,
    pyqtBoundSignal,
 )
 from piker.types import Struct
 MOUSE_EVENTS = {
-    gs_mouse.GraphicsSceneMousePress,
+    gs_keys.GraphicsSceneMousePress,
-    gs_mouse.GraphicsSceneMouseRelease,
+    gs_keys.GraphicsSceneMouseRelease,
-    QEvent.MouseButtonPress,
+    keys.MouseButtonPress,
-    QEvent.MouseButtonRelease,
+    keys.MouseButtonRelease,
    # QtGui.QMouseEvent,
 }
 # TODO: maybe consider some constrained ints down the road?
 # https://pydantic-docs.helpmanual.io/usage/types/#constrained-types
 class KeyboardMsg(Struct):
    '''Unpacked Qt keyboard event data.
@ -114,7 +115,10 @@ class EventRelay(QtCore.QObject):
        # something to do with Qt internals and calling the
        # parent handler?
-        if etype in {QEvent.KeyPress, QEvent.KeyRelease}:
+        if etype in {
            QEvent.Type.KeyPress,
            QEvent.Type.KeyRelease,
        }:
            msg = KeyboardMsg(
                event=ev,
@ -160,7 +164,9 @@ class EventRelay(QtCore.QObject):
 async def open_event_stream(
    source_widget: QWidget,
-    event_types: set[QEvent] = {QEvent.KeyPress},
+    event_types: set[QEvent] = {
        QEvent.Type.KeyPress,
    },
    filter_auto_repeats: bool = True,
 ) -> trio.abc.ReceiveChannel:
--- a/piker/ui/_exec.py
+++ b/piker/ui/_exec.py
@ -30,25 +30,22 @@ from typing import (
 import platform
 import traceback
 # Qt specific
 import PyQt5  # noqa
 from PyQt5.QtWidgets import (
    QWidget,
    QMainWindow,
    QApplication,
 )
 from PyQt5 import QtCore
 from PyQt5.QtCore import (
    pyqtRemoveInputHook,
    Qt,
    QCoreApplication,
 )
 import qdarkstyle
 from qdarkstyle import DarkPalette
 # import qdarkgraystyle  # TODO: play with it
 import trio
 from outcome import Error
 # Qt version-agnostic
 from .qt import (
    QWidget,
    QMainWindow,
    QApplication,
    QtCore,
    pyqtRemoveInputHook,
    Qt,
    QCoreApplication,
 )
 from ..service import (
    maybe_open_pikerd,
    get_runtime_vars,
@ -150,7 +147,7 @@ def run_qtractor(
    # load dark theme
    stylesheet = qdarkstyle.load_stylesheet(
-        qt_api='pyqt5',
+        qt_api='pyqt6',
        palette=DarkPalette,
    )
    app.setStyleSheet(stylesheet)
--- a/piker/ui/_forms.py
+++ b/piker/ui/_forms.py
@ -28,9 +28,15 @@ from typing import (
 )
 import trio
-from PyQt5 import QtGui
+
-from PyQt5.QtCore import QSize, QModelIndex, Qt, QEvent
+from piker.ui.qt import (
-from PyQt5.QtWidgets import (
+    keys,
    size_policy,
    QtGui,
    QSize,
    QModelIndex,
    Qt,
    QEvent,
    QWidget,
    QLabel,
    QComboBox,
@ -39,7 +45,6 @@ from PyQt5.QtWidgets import (
    QVBoxLayout,
    QFormLayout,
    QProgressBar,
    QSizePolicy,
    QStyledItemDelegate,
    QStyleOptionViewItem,
 )
@ -71,14 +76,14 @@ class Edit(QLineEdit):
        if width_in_chars:
            self._chars = int(width_in_chars)
-            x_size_policy = QSizePolicy.Fixed
+            x_size_policy = size_policy.Fixed
        else:
            # chart count which will be used to calculate
            # width of input field.
            self._chars: int = 6
            # fit to surroundingn frame width
-            x_size_policy = QSizePolicy.Expanding
+            x_size_policy = size_policy.Expanding
        super().__init__(parent)
@ -86,7 +91,7 @@ class Edit(QLineEdit):
        # https://doc.qt.io/qt-5/qsizepolicy.html#Policy-enum
        self.setSizePolicy(
            x_size_policy,
-            QSizePolicy.Fixed,
+            size_policy.Fixed,
        )
        self.setFont(font.font)
@ -180,11 +185,13 @@ class Selection(QComboBox):
        self._items: dict[str, int] = {}
        super().__init__(parent=parent)
-        self.setSizeAdjustPolicy(QComboBox.AdjustToContents)
+        self.setSizeAdjustPolicy(
            QComboBox.SizeAdjustPolicy.AdjustToContents,
        )
        # make line edit expand to surrounding frame
        self.setSizePolicy(
-            QSizePolicy.Expanding,
+            size_policy.Expanding,
-            QSizePolicy.Fixed,
+            size_policy.Fixed,
        )
        view = self.view()
        view.setUniformItemSizes(True)
@ -308,8 +315,8 @@ class FieldsForm(QWidget):
        # size it as we specify
        self.setSizePolicy(
-            QSizePolicy.Expanding,
+            size_policy.Expanding,
-            QSizePolicy.Expanding,
+            size_policy.Expanding,
        )
        # XXX: not sure why we have to create this here exactly
@ -416,8 +423,8 @@ class FieldsForm(QWidget):
        select.set_items(values)
        self.setSizePolicy(
-            QSizePolicy.Fixed,
+            size_policy.Fixed,
-            QSizePolicy.Fixed,
+            size_policy.Fixed,
        )
        select.show()
        self.form.addRow(label, select)
@ -437,7 +444,10 @@ async def handle_field_input(
    async for kbmsg in recv_chan:
-        if kbmsg.etype in {QEvent.KeyPress, QEvent.KeyRelease}:
+        if kbmsg.etype in {
            keys.KeyPress,
            keys.KeyRelease,
        }:
            event, etype, key, mods, txt = kbmsg.to_tuple()
            print(f'key: {kbmsg.key}, mods: {kbmsg.mods}, txt: {kbmsg.txt}')
@ -703,7 +713,8 @@ def mk_fill_status_bar(
    )
    bottom_label = form.add_field_label(
-        'x: {step_size}',
+        # 'x: {step_size}',
       '{unit_prefix}: {step_size}',
        font_size=bar_label_font_size,
        font_color='gunmetal',
    )
--- a/piker/ui/_icons.py
+++ b/piker/ui/_icons.py
@ -15,15 +15,18 @@
 # along with this program.  If not, see <https://www.gnu.org/licenses/>.
 '''
-``QIcon`` hackery.
+`QIcon` hackery.
 Mostly dynamically loading pixmaps for use with `QGraphicsScene`.
 '''
-from PyQt5.QtWidgets import QStyle
+from piker.ui.qt import (
-from PyQt5.QtGui import (
+    QSize,
-    QIcon, QPixmap, QColor
+    QStyle,
    QIcon,
    QPixmap,
    QColor,
 )
 from PyQt5.QtCore import QSize
 from ._style import hcolor
 # https://www.pythonguis.com/faq/built-in-qicons-pyqt/
@ -44,7 +47,8 @@ def mk_icons(
    size: QSize,
 ) -> dict[str, QIcon]:
-    '''This helper is indempotent.
+    '''
    This helper is indempotent.
    '''
    global _icons, _icon_names
@ -56,7 +60,11 @@ def mk_icons(
    # load account selection using current style
    for name, icon_name in _icon_names.items():
-        stdpixmap = getattr(QStyle, icon_name)
+        stdpixmap = getattr(
            # https://www.pythonguis.com/faq/built-in-qicons-pyqt/
            QStyle.StandardPixmap,  # pyqt/pyside6
            icon_name,
        )
        stdicon = style.standardIcon(stdpixmap)
        pixmap = stdicon.pixmap(size)
--- a/piker/ui/_interaction.py
+++ b/piker/ui/_interaction.py
@ -36,23 +36,21 @@ import pyqtgraph as pg
 # this down the road.. Bo
 from pyqtgraph.GraphicsScene import mouseEvents as mevs
 # from pyqtgraph.GraphicsScene.mouseEvents import MouseDragEvent
 from PyQt5.QtWidgets import QGraphicsSceneMouseEvent as gs_mouse
 from PyQt5.QtGui import (
    QWheelEvent,
 )
 from PyQt5.QtCore import (
    Qt,
    QEvent,
 )
 from pyqtgraph import (
    ViewBox,
    Point,
    QtCore,
    functions as fn,
 )
 from pyqtgraph import functions as fn
 import numpy as np
 import trio
 from piker.ui.qt import (
    QWheelEvent,
    QGraphicsSceneMouseEvent as gs_mouse,
    Qt,
    QEvent,
 )
 from ..log import get_logger
 from ..toolz import (
    Profiler,
@ -81,22 +79,22 @@ if TYPE_CHECKING:
 log = get_logger(__name__)
 NUMBER_LINE = {
-    Qt.Key_1,
+    Qt.Key.Key_1,
-    Qt.Key_2,
+    Qt.Key.Key_2,
-    Qt.Key_3,
+    Qt.Key.Key_3,
-    Qt.Key_4,
+    Qt.Key.Key_4,
-    Qt.Key_5,
+    Qt.Key.Key_5,
-    Qt.Key_6,
+    Qt.Key.Key_6,
-    Qt.Key_7,
+    Qt.Key.Key_7,
-    Qt.Key_8,
+    Qt.Key.Key_8,
-    Qt.Key_9,
+    Qt.Key.Key_9,
-    Qt.Key_0,
+    Qt.Key.Key_0,
 }
 ORDER_MODE = {
-    Qt.Key_A,
+    Qt.Key.Key_A,
-    Qt.Key_F,
+    Qt.Key.Key_F,
-    Qt.Key_D,
+    Qt.Key.Key_D,
 }
--- a/piker/ui/_l1.py
+++ b/piker/ui/_l1.py
@ -21,9 +21,12 @@ Double auction top-of-book (L1) graphics.
 from typing import Tuple
 import pyqtgraph as pg
 from PyQt5 import QtCore, QtGui
 from PyQt5.QtCore import QPointF
 from piker.ui.qt import (
    QPointF,
    QtCore,
    QtGui,
 )
 from ._axes import YAxisLabel
 from ._style import hcolor
 from ._pg_overrides import PlotItem
--- a/piker/ui/_label.py
+++ b/piker/ui/_label.py
@ -25,10 +25,17 @@ from typing import (
 )
 import pyqtgraph as pg
 from PyQt5 import QtGui, QtWidgets
 from PyQt5.QtWidgets import QLabel, QSizePolicy
 from PyQt5.QtCore import QPointF, QRectF, Qt
 from piker.ui.qt import (
    px_cache_mode,
    QtGui,
    QtWidgets,
    QLabel,
    size_policy,
    QPointF,
    QRectF,
    Qt,
 )
 from ._style import (
    DpiAwareFont,
    hcolor,
@ -78,7 +85,7 @@ class Label:
        self._x_offset = x_offset
        txt = self.txt = QtWidgets.QGraphicsTextItem(parent=parent)
-        txt.setCacheMode(QtWidgets.QGraphicsItem.DeviceCoordinateCache)
+        txt.setCacheMode(px_cache_mode.DeviceCoordinateCache)
        vb.scene().addItem(txt)
@ -103,7 +110,7 @@ class Label:
        self._anchor_func = self.txt.pos().x
        # not sure if this makes a diff
-        self.txt.setCacheMode(QtWidgets.QGraphicsItem.DeviceCoordinateCache)
+        self.txt.setCacheMode(px_cache_mode.DeviceCoordinateCache)
        # TODO: edit and selection support
        # https://doc.qt.io/qt-5/qt.html#TextInteractionFlag-enum
@ -299,12 +306,14 @@ class FormatLabel(QLabel):
            """
        )
        self.setFont(_font.font)
-        self.setTextFormat(Qt.MarkdownText)  # markdown
+        self.setTextFormat(
            Qt.TextFormat.MarkdownText
        )
        self.setMargin(0)
        self.setSizePolicy(
-            QSizePolicy.Expanding,
+            size_policy.Expanding,
-            QSizePolicy.Expanding,
+            size_policy.Expanding,
        )
        self.setAlignment(
            Qt.AlignVCenter | Qt.AlignLeft
--- a/piker/ui/_lines.py
+++ b/piker/ui/_lines.py
@ -27,20 +27,22 @@ from typing import (
 )
 import pyqtgraph as pg
-from pyqtgraph import Point, functions as fn
+from pyqtgraph import (
-from PyQt5 import (
+    Point,
    functions as fn,
 )
 from piker.ui.qt import (
    px_cache_mode,
    QtCore,
    QtGui,
 )
 from PyQt5.QtWidgets import (
    QGraphicsPathItem,
    QStyleOptionGraphicsItem,
    QGraphicsItem,
    QGraphicsScene,
    QWidget,
    QPointF,
 )
 from PyQt5.QtCore import QPointF
 from ._annotate import LevelMarker
 from ._anchors import (
    vbr_left,
@ -140,7 +142,9 @@ class LevelLine(pg.InfiniteLine):
        self._right_end_sc: float = 0
        # use px caching
-        self.setCacheMode(QGraphicsItem.DeviceCoordinateCache)
+        self.setCacheMode(
            px_cache_mode.DeviceCoordinateCache
        )
    def txt_offsets(self) -> tuple[int, int]:
        return 0, 0
@ -211,7 +215,7 @@ class LevelLine(pg.InfiniteLine):
    ) -> None:
        if not called_from_on_pos_change:
-            last = self.value()
+            last: float = self.value()
            # if the position hasn't changed then ``.update_labels()``
            # will not be called by a non-triggered `.on_pos_change()`,
--- a/piker/ui/_ohlc.py
+++ b/piker/ui/_ohlc.py
@ -20,16 +20,14 @@ Super fast OHLC sampling graphics types.
 from __future__ import annotations
 import numpy as np
-from PyQt5 import (
+
 from piker.ui.qt import (
    QtGui,
    QtWidgets,
-)
+    QPainterPath,
 from PyQt5.QtCore import (
    QLineF,
    QRectF,
 )
 from PyQt5.QtGui import QPainterPath
 from ._curve import FlowGraphic
 from ..toolz import (
    Profiler,
--- a/piker/ui/_position.py
+++ b/piker/ui/_position.py
@ -344,7 +344,10 @@ class SettingsPane:
        dsize = tracker.live_pp.dsize
        # READ out settings and update the status UI / settings widgets
-        suffix = {'currency': ' $', 'units': ' u'}[alloc.size_unit]
+        unit_char: str = {
            'currency': '$',
            'units': 'u',
        }[alloc.size_unit]
        size_unit, limit = alloc.limit_info()
        step_size, currency_per_slot = alloc.step_sizes()
@ -358,10 +361,11 @@ class SettingsPane:
            self.apply_setting('limit', limit)
        self.step_label.format(
-            step_size=str(humanize(step_size)) + suffix
+            unit_prefix=unit_char,
            step_size=str(humanize(step_size))
        )
        self.limit_label.format(
-            limit=str(humanize(limit)) + suffix
+            limit=f'{unit_char}: {str(humanize(limit))}'
        )
        # update size unit in UI
--- a/piker/ui/_remote_ctl.py
+++ b/piker/ui/_remote_ctl.py
@ -38,14 +38,14 @@ from tractor import (
    Context,
    MsgStream,
 )
 from PyQt5.QtWidgets import (
    QGraphicsItem,
 )
 from piker.log import get_logger
 from piker.types import Struct
 from piker.service import find_service
 from piker.brokers import SymbolNotFound
 from piker.ui.qt import (
    QGraphicsItem,
 )
 from ._display import DisplayState
 from ._interaction import ChartView
 from ._editors import SelectRect
--- a/piker/ui/_render.py
+++ b/piker/ui/_render.py
@ -30,8 +30,8 @@ from typing import (
 import msgspec
 import numpy as np
 import pyqtgraph as pg
 from PyQt5.QtGui import QPainterPath
 from piker.ui.qt import QPainterPath
 from ..data._formatters import (
    IncrementalFormatter,
 )
--- a/piker/ui/_search.py
+++ b/piker/ui/_search.py
@ -48,27 +48,24 @@ from pprint import pformat
 from rapidfuzz import process as fuzzy
 import trio
 from trio_typing import TaskStatus
-from PyQt5 import QtCore
+
-from PyQt5 import QtWidgets
+from piker.ui.qt import (
-from PyQt5.QtCore import (
+    size_policy,
    align_flag,
    Qt,
    QtCore,
    QtWidgets,
    QModelIndex,
    QItemSelectionModel,
 )
 from PyQt5.QtGui import (
    # QLayout,
    QStandardItem,
    QStandardItemModel,
 )
 from PyQt5.QtWidgets import (
    QWidget,
    QTreeView,
    # QListWidgetItem,
    # QAbstractScrollArea,
    # QStyledItemDelegate,
 )
 from ..log import get_logger
 from ._style import (
    _font,
@ -129,8 +126,8 @@ class CompleterView(QTreeView):
        # ux settings
        self.setSizePolicy(
-            QtWidgets.QSizePolicy.Expanding,
+            size_policy.Expanding,
-            QtWidgets.QSizePolicy.Expanding,
+            size_policy.Expanding,
        )
        self.setItemsExpandable(True)
        self.setExpandsOnDoubleClick(False)
@ -567,8 +564,8 @@ class SearchWidget(QtWidgets.QWidget):
        # size it as we specify
        self.setSizePolicy(
-            QtWidgets.QSizePolicy.Fixed,
+            size_policy.Fixed,
-            QtWidgets.QSizePolicy.Fixed,
+            size_policy.Fixed,
        )
        self.godwidget = godwidget
@ -592,14 +589,16 @@ class SearchWidget(QtWidgets.QWidget):
            }}
            """
        )
-        label.setTextFormat(3)  # markdown
+        label.setTextFormat(
            Qt.TextFormat.MarkdownText
        )
        label.setFont(_font.font)
        label.setMargin(4)
        label.setText("search:")
        label.show()
        label.setAlignment(
-            QtCore.Qt.AlignVCenter
+            align_flag.AlignVCenter
-            | QtCore.Qt.AlignLeft
+            | align_flag.AlignLeft
        )
        self.bar_hbox.addWidget(label)
@ -617,9 +616,17 @@ class SearchWidget(QtWidgets.QWidget):
        self.vbox.addLayout(self.bar_hbox)
-        self.vbox.setAlignment(self.bar, Qt.AlignTop | Qt.AlignRight)
+        self.vbox.setAlignment(
            self.bar,
            align_flag.AlignTop
            | align_flag.AlignRight,
        )
        self.vbox.addWidget(self.bar.view)
-        self.vbox.setAlignment(self.view, Qt.AlignTop | Qt.AlignLeft)
+        self.vbox.setAlignment(
            self.view,
            align_flag.AlignTop
            | align_flag.AlignLeft,
        )
    def focus(self) -> None:
        self.show()
--- a/piker/ui/_style.py
+++ b/piker/ui/_style.py
@ -22,10 +22,14 @@ from typing import Dict
 import math
 import pyqtgraph as pg
 from PyQt5 import QtCore, QtGui
 from PyQt5.QtCore import Qt, QCoreApplication
 from qdarkstyle import DarkPalette
 from .qt import (
    QtCore,
    QtGui,
    Qt,
    QCoreApplication,
 )
 from ..log import get_logger
 from .. import config
--- a/piker/ui/_window.py
+++ b/piker/ui/_window.py
@ -27,16 +27,14 @@ from typing import (
 )
 import uuid
-from PyQt5 import QtCore
+from piker.ui.qt import (
-from PyQt5.QtWidgets import (
+    Qt,
    QtCore,
    QWidget,
    QMainWindow,
    QApplication,
    QLabel,
    QStatusBar,
 )
 from PyQt5.QtGui import (
    QScreen,
    QCloseEvent,
 )
@ -197,7 +195,9 @@ class MainWindow(QMainWindow):
                """
                # font-size : {font_size}px;
            )
-            label.setTextFormat(3)  # markdown
+            label.setTextFormat(
                Qt.TextFormat.MarkdownText
            )
            label.setFont(_font_small.font)
            label.setMargin(2)
            label.setAlignment(
--- a/piker/ui/order_mode.py
+++ b/piker/ui/order_mode.py
@ -34,7 +34,6 @@ import uuid
 from bidict import bidict
 import tractor
 import trio
 from PyQt5.QtCore import Qt
 from piker import config
 from piker.accounting import (
@ -59,6 +58,7 @@ from piker.data import (
 )
 from piker.types import Struct
 from piker.log import get_logger
 from piker.ui.qt import Qt
 from ._editors import LineEditor, ArrowEditor
 from ._lines import order_line, LevelLine
 from ._position import (
@ -358,7 +358,7 @@ class OrderMode:
        send_msg: bool = True,
        order: Order | None = None,
-    ) -> Dialog | None:
+    ) -> Dialog|None:
        '''
        Send execution order to EMS return a level line to
        represent the order on a chart.
@ -494,7 +494,7 @@ class OrderMode:
        uuid: str,
        order: Order | None = None,
-    ) -> Dialog:
+    ) -> Dialog | None:
        '''
        Order submitted status event handler.
@ -515,6 +515,11 @@ class OrderMode:
            # if an order msg is provided update the line
            # **from** that msg.
            if order:
                if order.price <= 0:
                    log.error(f'Order has 0 price, cancelling..\n{order}')
                    self.cancel_orders([order.oid])
                    return None
                line.set_level(order.price)
                self.on_level_change_update_next_order_info(
                    level=order.price,
@ -1013,8 +1018,13 @@ async def process_trade_msg(
 ) -> tuple[Dialog, Status]:
-    fmsg = pformat(msg)
+    # TODO: obvi once we're parsing to native struct instances we can
-    log.debug(f'Received order msg:\n{fmsg}')
+    # drop the `pformat()` call Bo
    fmtmsg: Struct | dict = msg
    if not isinstance(msg, Struct):
        fmtmsg: str = pformat(msg)
    log.debug(f'Received order msg:\n{fmtmsg}')
    name = msg['name']
    if name in (
@ -1030,7 +1040,7 @@ async def process_trade_msg(
        ):
            log.info(
                f'Loading position for `{fqme}`:\n'
-                f'{fmsg}'
+                f'{fmtmsg}'
            )
            tracker = mode.trackers[msg['account']]
            tracker.live_pp.update_from_msg(msg)
@ -1072,7 +1082,7 @@ async def process_trade_msg(
            elif order.action != 'cancel':
                log.warning(
-                    f'received msg for untracked dialog:\n{fmsg}'
+                    f'received msg for untracked dialog:\n{fmtmsg}'
                )
                assert msg.resp in ('open', 'dark_open'), f'Unknown msg: {msg}'
@ -1139,7 +1149,7 @@ async def process_trade_msg(
            req={'exec_mode': 'dark'},
        ):
            # TODO: UX for a "pending" clear/live order
-            log.info(f'Dark order triggered for {fmsg}')
+            log.info(f'Dark order triggered for {fmtmsg}')
        case Status(
            resp='triggered',
--- a/piker/ui/qt.py
+++ b/piker/ui/qt.py
@ -0,0 +1,104 @@
 # piker: trading gear for hackers
 # 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
 # the Free Software Foundation, either version 3 of the License, or
 # (at your option) any later version.
 # This program is distributed in the hope that it will be useful,
 # but WITHOUT ANY WARRANTY; without even the implied warranty of
 # MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
 # GNU Affero General Public License for more details.
 # 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/>.
 '''
 Qt UI framework version shimming.
 Allow importing sub-pkgs from this module instead of worrying about
 major version specifics, any enum moves or component renames.
 Code in `piker.ui.*` should always explicitlyimport directly from
 this module like `from piker.ui.qt import ( ..`
 '''
 from enum import EnumType
 from PyQt6 import (
    QtCore,
    QtGui,
    QtWidgets,
 )
 from PyQt6.QtCore import (
    Qt,
    QCoreApplication,
    QLineF,
    QRectF,
    # NOTE: for enums use the `.Type`  subattr-space
    QEvent,
    QPointF,
    QSize,
    QModelIndex,
    QItemSelectionModel,
    pyqtBoundSignal,
    pyqtRemoveInputHook,
 )
 align_flag: EnumType = Qt.AlignmentFlag
 txt_flag: EnumType = Qt.TextFlag
 keys: EnumType = QEvent.Type
 scrollbar_policy: EnumType = Qt.ScrollBarPolicy
 # ^-NOTE-^: handy snippet to discover enums:
 # import enum
 # [attr for attr_name in dir(QFrame)
 #  if (attr := getattr(QFrame, attr_name))
 #  and isinstance(attr, enum.EnumType)]
 from PyQt6.QtGui import (
    QPainter,
    QPainterPath,
    QIcon,
    QPixmap,
    QColor,
    QTransform,
    QStandardItem,
    QStandardItemModel,
    QWheelEvent,
    QScreen,
    QCloseEvent,
 )
 from PyQt6.QtWidgets import (
    QMainWindow,
    QApplication,
    QLabel,
    QStatusBar,
    QLineEdit,
    QHBoxLayout,
    QVBoxLayout,
    QFormLayout,
    QProgressBar,
    QSizePolicy,
    QStyledItemDelegate,
    QStyleOptionViewItem,
    QComboBox,
    QWidget,
    QFrame,
    QSplitter,
    QTreeView,
    QStyle,
    QGraphicsItem,
    QGraphicsPathItem,
    # QGraphicsView,
    QStyleOptionGraphicsItem,
    QGraphicsScene,
    QGraphicsSceneMouseEvent,
    QGraphicsProxyWidget,
 )
 gs_keys: EnumType = QGraphicsSceneMouseEvent.Type
 size_policy: EnumType = QtWidgets.QSizePolicy.Policy
 px_cache_mode: EnumType = QGraphicsItem.CacheMode
--- a/poetry.lock
+++ b/poetry.lock
--- a/pyproject.toml
+++ b/pyproject.toml
@ -15,140 +15,119 @@
 # 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"]
+requires = ["hatchling"]
-build-backend = "poetry.core.masonry.api"
+build-backend = "hatchling.build"
-# ------ - ------
+[project]
 [tool.poetry]
 name = "piker"
-version = "0.1.0.alpha0.dev0"
+version = "0.1.0a0dev0"
 description = "trading gear for hackers"
-authors = ["Tyler Goodlet <jgbt@protonmail.com>"]
+authors = [{ name = "Tyler Goodlet", email = "goodboy_foss@protonmail.com" }]
-license = "AGPLv3"
+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",
 ]
 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",
 ]
-# TODO: add meta-data from setup.py
+[project.optional-dependencies]
-# keywords=[
+uis = [
-#     "async",
+    # https://docs.astral.sh/uv/concepts/projects/dependencies/#optional-dependencies
-#     "trading",
+    # TODO: make sure the levenshtein shit compiles on nix..
-#     "finance",
+    # rapidfuzz = {extras = ["speedup"], version = "^0.18.0"}
-#     "quant",
+    "rapidfuzz >=3.2.0, <4.0.0",
-#     "charting",
+    "qdarkstyle >=3.0.2, <4.0.0",
-# ],
+    "pyqt6 >=6.7.0, <7.0.0",
-# classifiers=[
+    "pyqtgraph",
 #     'Development Status :: 3 - Alpha',
 #     'License :: OSI Approved :: ',
 #     'Operating System :: POSIX :: Linux',
 #     "Programming Language :: Python :: Implementation :: CPython",
 #     "Programming Language :: Python :: 3 :: Only",
 #     "Programming Language :: Python :: 3.10",
 #     "Programming Language :: Python :: 3.11",
 #     'Intended Audience :: Financial and Insurance Industry',
 #     'Intended Audience :: Science/Research',
 #     'Intended Audience :: Developers',
 #     'Intended Audience :: Education',
 # ],
-# ------ - ------
+    # for consideration,
    # - 'visidata'
-[tool.poetry.dependencies]
+    # TODO: add an `--only daemon` group for running non-ui / pikerd
-asks = "^3.0.0"
+    # service tree in distributed mode B)
-async-generator = "^1.10"
+    # https://docs.astral.sh/uv/concepts/projects/dependencies/#optional-dependencies
-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 = "^0.57.1"
 numpy = "1.24"
 pendulum = "^2.1.2"
 polars = "^0.18.13"
 pygments = "^2.16.1"
 python = "^3.10"
 rich = "^13.5.2"
 # setuptools = "^68.0.0"
 tomli = "^2.0.1"
 tomli-w = "^1.0.0"
 trio = "^0.22.2"
 trio-util = "^0.7.0"
 trio-websocket = "^0.10.3"
 typer = "^0.9.0"
-
+[dependency-groups]
-[tool.poetry.dependencies.asyncvnc]
+# TODO: a toolset that makes debugging a `pikerd` service (tree) easy
-git = 'https://github.com/pikers/asyncvnc.git'
+# to hack on directly using more or less the local env:
 branch = 'main'
 [tool.poetry.dependencies.tomlkit]
 git = 'https://github.com/pikers/tomlkit.git'
 branch = 'piker_pin'
 develop = true
 # path = "../tomlkit/"
 [tool.poetry.dependencies.tractor]
 git = 'https://github.com/goodboy/tractor.git'
 branch = 'multihomed'
 # branch = 'piker_pin'
 develop = true
 # path = '../tractor/'
 # ------ - ------
 [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"
 pyqt5 = "^5.15.9"
 pyqtgraph = { git = 'https://github.com/pikers/pyqtgraph.git' }
 # pyqt6 = "^6.5.2"
 # ------ - ------
 # only diference with uis group is on nix we use some sys py packages
 [tool.poetry.group.nix-shell]
 optional = true
 [tool.poetry.group.nix-shell.dependencies]
 # rapidfuzz = "^3.2.0"
 # qdarkstyle = ">=3.0.2"
 # pyqt5 = "^5.15.9"
 pyqtgraph = { git = 'https://github.com/pikers/pyqtgraph.git' }
 # pyqt6 = "^6.5.2"
 # ------ - ------
 [tool.poetry.group.dev]
 optional = true
 [tool.poetry.group.dev.dependencies]
 # testing / CI
 pytest = "^6.0.0"
 elasticsearch = "^8.9.0"
 # 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
-xonsh = "^0.14.0"  # XXX: explicit env install for shell use w nix
+#
-prompt-toolkit = "^3.0.39"
+# console ehancements and eventually remote debugging extras/helpers.
 # use `uv --dev` to enable
 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",
    "ruff>=0.9.6",
 ]
-# ------ - ------
+[project.scripts]
 piker = "piker.cli:cli"
 pikerd = "piker.cli:pikerd"
 ledger = "piker.accounting.cli:ledger"
-# TODO: add an `--only daemon` group for running non-ui / pikerd
+[tool.hatch.build.targets.sdist]
-# service tree in distributed mode B)
+include = ["piker"]
 # https://python-poetry.org/docs/managing-dependencies/#installing-group-dependencies
 # [tool.poetry.group.daemon.dependencies]
-[tool.poetry.scripts]
+[tool.hatch.build.targets.wheel]
-piker = 'piker.cli:cli'
+include = ["piker"]
-pikerd = 'piker.cli:pikerd'
+
-ledger = 'piker.accounting.cli:ledger'
+[tool.uv.sources]
 pyqtgraph = { git = "https://github.com/pikers/pyqtgraph.git" }
 asyncvnc = { git = "https://github.com/pikers/asyncvnc.git", branch = "main" }
 tomlkit = { git = "https://github.com/pikers/tomlkit.git", branch ="piker_pin" }
 msgspec = { git = "https://github.com/jcrist/msgspec.git" }
 tractor = { path = "../tractor", editable = true }
--- a/ruff.toml
+++ b/ruff.toml
@ -0,0 +1,93 @@
 # from default `ruff.toml` @
 # https://docs.astral.sh/ruff/configuration/
 # Exclude a variety of commonly ignored directories.
 exclude = [
    ".bzr",
    ".direnv",
    ".eggs",
    ".git",
    ".git-rewrite",
    ".hg",
    ".ipynb_checkpoints",
    ".mypy_cache",
    ".nox",
    ".pants.d",
    ".pyenv",
    ".pytest_cache",
    ".pytype",
    ".ruff_cache",
    ".svn",
    ".tox",
    ".venv",
    ".vscode",
    "__pypackages__",
    "_build",
    "buck-out",
    "build",
    "dist",
    "node_modules",
    "site-packages",
    "venv",
 ]
 # Same as Black.
 line-length = 88
 indent-width = 4
 # Assume Python 3.9
 target-version = "py312"
 # ------ - ------
 # TODO, stop warnings around `anext()` builtin use?
 # tool.ruff.target-version = "py310"
 [lint]
 # Enable Pyflakes (`F`) and a subset of the pycodestyle (`E`)  codes by default.
 # Unlike Flake8, Ruff doesn't enable pycodestyle warnings (`W`) or
 # McCabe complexity (`C901`) by default.
 select = ["E4", "E7", "E9", "F"]
 ignore = []
 ignore-init-module-imports = false
 [lint.per-file-ignores]
 "piker/ui/qt.py" = [
  "E402",
  'F401',  # unused imports (without __all__ or blah as blah)
  # "F841", # unused variable rules
 ]
 # Allow fix for all enabled rules (when `--fix`) is provided.
 fixable = ["ALL"]
 unfixable = []
 # Allow unused variables when underscore-prefixed.
 dummy-variable-rgx = "^(_+|(_+[a-zA-Z0-9_]*[a-zA-Z0-9]+?))$"
 [format]
 # Use single quotes in `ruff format`.
 quote-style = "single"
 # Like Black, indent with spaces, rather than tabs.
 indent-style = "space"
 # Like Black, respect magic trailing commas.
 skip-magic-trailing-comma = false
 # Like Black, automatically detect the appropriate line ending.
 line-ending = "auto"
 # Enable auto-formatting of code examples in docstrings. Markdown,
 # reStructuredText code/literal blocks and doctests are all supported.
 #
 # This is currently disabled by default, but it is planned for this
 # to be opt-out in the future.
 docstring-code-format = false
 # Set the line length limit used when formatting code snippets in
 # docstrings.
 #
 # This only has an effect when the `docstring-code-format` setting is
 # enabled.
 docstring-code-line-length = "dynamic"
--- a/uv.lock
+++ b/uv.lock
Author	SHA1	Message	Date
goodboy	5e371f1d73	Merge pull request 'jsonrpc_err_in_rent' (#41 ) from jsonrpc_err_in_rent into gitea_feats Reviewed-on: #41	2025-02-21 21:21:02 +00:00
goodboy	6c221bb348	Merge pull request 'tsp_gaps: fixes for fault-less OHLCV time-series loads' (#35 ) from tsp_gaps into gitea_feats Reviewed-on: #35	2025-02-21 20:46:37 +00:00
Tyler Goodlet	e391c896f8	Mk jsronrpc's underlying ws timeout `float('inf')` Since currently we're only using this IPC subsys for `deribit`, and generally speaking we're primarly supporting options markets (which are fairly "slow moving"), flip to a default of NOT resetting the `NoBsWs` on timeout since doing so normally breaks the jsron-rpc IPC session. Without a proper `fixture` passed to `open_autorecon_ws()` (which we should eventually implement!!) relying on a timeout-to-reset more or less will just cause breakage issues - a proper reconnect sequence must be implemented before using that feature. Deats, - expose and proxy through the `msg_recv_timeout` from `open_jsonrpc_session()` into the underlying `open_autorecon_ws()` call.	2025-02-19 17:05:13 -05:00
Tyler Goodlet	5633f5614d	Doc-n-clean `.data._web_bs.open_jsonrpc_session()` Add a doc-string reflecting recent refinements, drop all the old hook params, rename `n: trio.Nursery` -> `tn` for "task nursery" fitting with code base's naming style.	2025-02-19 17:05:13 -05:00
Tyler Goodlet	76735189de	data._web_bs: try to raise jsonrpc errors in parent task	2025-02-19 17:05:13 -05:00
Tyler Goodlet	d49608f74e	Refine history gap/termination signalling Namely handling backends which do not provide a default "frame size-duration" in their init-config by making the backfiller guess the value based on the first frame received. Deats, - adjust `start_backfill()` to take a more explicit `def_frame_duration: Duration` expected to be unpacked from any backend hist init-config by the `tsdb_backfill()` caller which now also computes a value from the first received frame when the config section isn't provided. - in `start_backfill()` we now always expect the `def_frame_duration` input and always decrement the query range by this value whenever a `NoData` is raised by the provider-backend paired with an explicit `log.warning()` about the handling. - also relay any `DataUnavailable.args[0]` message from the provider in the handler. - repair "gap reporting" which checks for expected frame duration vs. that received with much better humanized logging on the missing segment using `pendulum.Interval/Duration.in_words()` output.	2025-02-19 17:01:24 -05:00
Tyler Goodlet	bf0ac93aa3	Only use `frame_types` if delivered during enter The `open_history_client()` provider endpoint can optionally deliver a `frame_types: dict[int, pendulum.Duration]` subsection in its `config: dict[str, dict]` (as was implemented with the `ib` backend). This allows the `tsp` backfilling machinery to use this "recommended frame duration" to subtract from the `last_start_dt` any time a `NoData` gap is signalled by the `get_hist()` call allowing gaps to be ignored safely without missing history by knowing the next earliest dt we can query from using the `end_dt`. However, currently all crypto$ providers haven't implemented this feat yet.. As such only try to use the `frame_types` feature if provided when handling `NoData` conditions inside `tsp.start_backfill()` and otherwise raise as normal.	2025-02-19 17:01:24 -05:00
Tyler Goodlet	d7179d47b0	`.tsp._anal`: add (unused) `detect_vlm_gaps()`	2025-02-19 17:01:24 -05:00
Tyler Goodlet	c390e87536	`.storage.cli`: collect gap-markup-aids into `tf2aids: dict` prior to pause for introspection	2025-02-19 17:01:24 -05:00
Tyler Goodlet	5e4a6d61c7	Ignore any non-`.parquet` files under `.config/piker/nativedb/` subdir	2025-02-19 17:01:24 -05:00
Tyler Goodlet	3caaa30b03	Mask no-data pause, add perps to no-`/src`-in-fqme asset set Was orig for debugging an issue with `kucoin` i think but definitely shouldn't be left in XD Also add `'perpetual_future'` to the `.start_backfill()` input literal set since we don't expect the 'btc/usd.perp.binance' for now.	2025-02-19 17:01:24 -05:00
goodboy	1e3942fdc2	Merge pull request 'Add `ruff` to deps, bump `uv.lock`' (#32 ) from add_ruff_linter into gitea_feats Reviewed-on: #32	2025-02-17 19:55:32 +00:00
Nelson Torres	49ea380503	Add new `ruff.toml` config file Based on the default provided in their [docs](https://docs.astral.sh/ruff/configuration/) and migrating previous config from the prior `poetry`-verion of our `pyproject.toml`	2025-02-17 14:48:10 -05:00
Tyler Goodlet	933f169938	Add/reorg back some content from `poetry` old config	2025-02-14 13:47:02 -05:00
Nelson Torres	51337052a4	Remove legacy `poetry` config content from pyproject.toml	2025-02-14 15:01:29 -03:00
Tyler Goodlet	8abe55dcc6	Add `ruff` to deps, bump `uv.lock` Such that we start encouraging devs to lint code they touch and hopefully we include a pass as part of our tests/CI eventually B) Also, mk local `tractor` install `--editable` since without it being a locally hackable repo it's kinda pointless to install from the local fs Xp	2025-02-13 21:20:11 -05:00
goodboy	c933f2ad56	Merge pull request 'kucoin_and_binance_fix' (#9 ) from kucoin_and_binance_fix into gitea_feats Reviewed-on: #9	2025-02-13 19:40:50 +00:00
Tyler Goodlet	00108010c9	Mask `pytest` detection block in `piker.config` Seems to be some kinda super weird env bug since we moved to using `uv`? When it triggers it also seems to cause a pretty fundamental crash that not only breaks `tractor.devx._debug` stuff but also seems to get us in a perma-hang state where no SIGINT or other sys sig will be able to kill the root proc!?!? TODO, a `gitea` issue to track so we can fix the fundamental problem as well as transitive fault in `tractor`'s core which seems to be due to the error taking place during a sub-actor's module import phase which prevents the runtime from booting fully and then the proc getting stuck in a real gnarly SIG-state..	2025-02-13 13:32:11 -05:00
Tyler Goodlet	8a4901c517	`.binance.feed`: moar type fixes, drop `rapidfuzz`	2025-02-13 12:35:41 -05:00
Tyler Goodlet	d7f6a5ab63	Update to latest `KucoinMktPair` spec	2025-02-12 18:08:40 -05:00
Tyler Goodlet	e0fdabf651	Use `../tractor` srcs in editable mode?	2025-02-12 15:14:30 -05:00
Tyler Goodlet	cb88dfc9da	`kucoin`: repair live quotes streaming.. This must have broke at some point during the new `MktPair` and thus `.fqme: str` updates; mas-o-menos the symbol key in the quote-msg-`dict` was NOT set to the `MktPair.bs_fqme: str` value and thus wasn't being processed by the downstream sampling and feed subsys. So fix that as well as a few other refinements, - set the `topic: mkt.bs_fqme` in quote msgs obvi. - drop the "wait for first clearing vlm" quote poll loop; going to fix the sampler to handle a `first_quote` without a `'last'` key. - add some typing around calls to `get_mkt_info()`. - rename `stream_messages()` -> `iter_normed_quotes()`.	2025-02-12 15:05:22 -05:00
Nelson Torres	bb41dd6d18	Deleted settlePlan field from binance FutesPair.	2025-02-12 15:05:22 -05:00
Nelson Torres	99e90129ad	Added missing fields for kucoin. feeCategory, makerFeeCoefficient, takerFeeCoefficient and st.	2025-02-12 15:05:22 -05:00
Tyler Goodlet	cceb7a37b9	Lel, forgot to add a `SPOT` venue for `binance`..	2025-02-12 15:05:22 -05:00
goodboy	5382815b2d	Merge pull request 'uv migration and default.nix for qt6' (#17 ) from uv_migration into gitea_feats Reviewed-on: #17	2025-02-12 20:04:02 +00:00
Tyler Goodlet	cb1ba8a05f	Further root readme bump, factor `.clearing` content In line with our move to `uv` and recent `nix` support update a bunch of the summary content and factor out the order-control section to a new `.piker.clearing` readme file with embedded todos therein.	2025-02-12 15:01:51 -05:00
Nelson Torres	6c65ec4d3b	Readme update: - uv replace poetry - update nix-shell command	2025-02-12 13:05:25 -03:00
Nelson Torres	12e371b027	uv migration	2025-02-12 11:19:34 -03:00
goodboy	014bd58db4	Merge pull request 'go_httpx' (#2 ) from go_httpx into gitea_feats Landed-in: #2	2025-02-12 13:01:19 +00:00
Tyler Goodlet	844544ed8e	Port binance to `httpx` Like other backends use the `AsyncClient` for all venue specific client-sessions but change to allocating them inside `get_client()` using an `AsyncExitStack` and inserting directly in the `Client.venue_sesh: dict` table during init. Supporting impl tweaks: - remove most of the API client session building logic and instead make `Client.__init__()` take in a `venue_sessions: dict` (set it to `.venue_sesh`) and `conf: dict`, instead opting to do the http client configuration inside `get_client()` since all that code only needs to be run once. \|_load config inside `get_client()` once. \|_move session token creation into a new util func `init_api_keys()` and also call it from `get_client()` factory; toss in an ex. toml section config to the doc string. - define `_venue_urls: dict[str, str]` (content taken from old static `.venue_sesh` dict) at module level and feed them as `base_url: str` inputs to the client create loop. - adjust all call sigs in httpx-sesh-using methods, namely just `._api()`. - do a `.exch_info()` call in `get_client()` to cache the symbology set. Unrelated changes for various other outstanding buggers: - to get futures feeds correctly loading when selected from search (like 'XMRUSDT.USDTM.PERP'), expect a `MktPair` input to `Client.bars()` such that the exact venue-key can be looked up (via a new `.pair2venuekey()` meth) and then passed to `._api()`. - adjust `.broker.open_trade_dialog()` to failover to paper engine when there's no `api_key` key set for the `subconf` venue-key.	2025-02-11 16:27:28 -05:00
Nelson Torres	f479252d26	Added note to exception when missing field in SpotPair class	2025-02-11 16:27:28 -05:00
Nelson Torres	033ef2e35e	Added new fields to SpotPair class in venues	2025-02-11 16:27:28 -05:00
Tyler Goodlet	2cdece244c	binance: raise `NoData` on null hist arrays Like we do with other history backends to indicate lack of a data set. This avoids any raise that will will bring down the backloader task with some downstream error. Raise a `ValueError` on no time index for now.	2025-02-11 16:27:28 -05:00
Tyler Goodlet	018694bbdb	Woops, `data` can be an empty list XD	2025-02-11 16:27:28 -05:00
Tyler Goodlet	128a2d507f	Woops, fix missing `api_url` ref in error log	2025-02-11 16:27:28 -05:00
Tyler Goodlet	430650a6a7	Change type-annots to use `httpx.Response`	2025-02-11 16:27:28 -05:00
Tyler Goodlet	1da3cf5698	Port `kucoin` backend to `httpx`	2025-02-11 16:27:28 -05:00
Tyler Goodlet	a348603fc4	Port `kraken` backend to `httpx`	2025-02-11 16:27:28 -05:00
goodboy	86047824d8	Merge pull request '`.brokers.ib` random fixes-n-improvements from various other dev branches..' (#27 ) from ib_refinements into gitea_feats Merged-in: #27	2025-02-11 21:26:20 +00:00
Tyler Goodlet	cb92abbc38	ib: add connect status info emit	2025-02-11 14:56:17 -05:00
Tyler Goodlet	70332e375b	ib: `.api` mod and log-fmt cleaning About time we tidy'd a buncha status logging in this backend.. particularly for boot-up where there's lots of client-try-connect poll looping with account detection from the user config. `.api.Client` pprint and logging fmt improvements: - add `Client.__repr__()` which shows the minimally useful set of info from the underlying `.ib: IB` as well as a new `.acnts: list[str]` of the account aliases defined in the user's `brokers.toml`. - mk `.bars()` define a comprehensive `query_info: str` with all the request deats but only display if there's a problem with the response data. - mk `.get_config()` report both the config file path and the acnt aliases (NOT the actual account #s). - move all `.load_aio_clients()` client poll loop requests do `log.runtime()` statuses, only falling through to a `.warning()` when the loop fails to connect the client to the spec-ed API-gw addr, and \|_ don't allow loading accounts for which the user has not defined an alias in `brokers.toml::[ib]`; raise a value-error in such cases with a message indicating how to mod the config. \|_ only `log.info()` about acnts if some were loaded.. Other mod logging de-noising: - better status fmting in `.symbols.open_symbol_search()` with `repr(Client)`. - for `.feed.stream_quotes()` first quote reporting use `.runtime()`.	2025-02-11 14:56:17 -05:00
Tyler Goodlet	4940aabe05	ib: warn about mkt precision cuckups that `Contract`s clearly deliver wrong..	2025-02-11 14:56:17 -05:00
Tyler Goodlet	4f9998e9fb	ib: mask out trade and vlm rates for now	2025-02-11 14:56:17 -05:00
Tyler Goodlet	c92a236196	ib: more trade record edge case handling - timestamps came as `'date'`-keyed from 2022 and before but now are `'datetime'`.. - some symbols seem to have no commission field, so handle that.. - when no `'price'` field found return `None` from `norm_trade()`. - add a warn log on mid-fill commission updates.	2025-02-11 14:56:17 -05:00
goodboy	e4cd1f85f6	Merge pull request 'pyqt6' (#3 ) from pyqt6 into gitea_feats Reviewed-on: #3 (well by fomo anyway..)	2025-02-11 17:25:03 +00:00
Tyler Goodlet	129cf58d41	Bump deps for Py3.12, go PyQt6, tweak ruff rules Code base is already ported for `Qt6` so this removes the pyqt5 dep, adds latest pyqt6 as well as buncha other updates: - add `xonsh` and ptk as dev deps for those of us using wacky shells ;P - bump compiled deps as needed for python 3.12 (`numpy`, `numba`) - add `httpx` and drop `asks` since the latter is zombied and not compat with other libs on 3.12. - add `ruff` linting ignore rules for the new `.ui.qt` shim mod layer. - few other deps updates to latest versions. - add in the `keywords` and `classifiers` sections from the old `setup.py`.	2024-05-20 11:07:27 -04:00
Tyler Goodlet	1fd8654ca5	Port all `.ui*` submods to new `.ui.qt` imports This also officially moves the code base to using `PyQt6` including all necessary reference changes and enum namespace path moves. Also includes a small `.ui.order_mode` fix to cancel any `Order.price <= 0` and a name error fix with logging using `msg`, which is already used for the input order msg..	2024-05-01 14:33:10 -04:00
Tyler Goodlet	d0170982bf	Add `piker.ui.qt` as a `PyQt6` shim module For the future, like if we ever get a `PyQt7` (or wtv else..), add a module which allows changing Qt binding lib imports from one spot for all other `.ui` submodules. In some sense this is like a shoddier, less dynamic version of how `pyqtgraph.Qt.__init__.py` supports multiple libs; it might actually make sense eventually to instead import from their shim layer instead? Included is a draft attempt at exposing a bunch of enums which under custom names: - while the specific grouping of values seem to always stay consistent, the root enum's seem to almost always get moved around in the `PyQtX` module namespace. - changing groupings and/or each top level enum's ns location can more simply be changed/re-orged from one spot. - allows `.ui` consumer code to use a name more relevant to `piker`'s usage of wtv UI component is being configured.	2024-05-01 14:30:18 -04:00
Tyler Goodlet	821e73a409	Use a `unit_prefix: str` (like u or $) on health bar	2024-05-01 14:09:39 -04:00