`.tsp._history`: drop `feed_is_live` syncing, another seg flag

The `await feed_is_live.wait()` is more or less pointless and would only
cause slower startup afaig (as-far-as-i-grok) so i'm masking it here.
This also removes the final `strict_exception_groups=False` use from the
non-tests code base, flipping to the `tractor.trionics` collapser once
and for all!

config/brokers.toml

@@ -1,5 +1,6 @@
+################
 # ---- CEXY ----
-
+################
 [binance]
 accounts.paper = 'paper'
 
@@ -12,41 +13,28 @@ accounts.spot = 'spot'
 spot.use_testnet = false
 spot.api_key = ''
 spot.api_secret = ''
-# ------ binance ------
 
 
 [deribit]
-# std assets
 key_id = ''
 key_secret = ''
-# options
-accounts.option = 'option'
-option.use_testnet = false
-option.key_id = ''
-option.key_secret = ''
-# aux logging from `cryptofeed`
-option.log.filename = 'cryptofeed.log'
-option.log.level = 'DEBUG'
-option.log.disabled = true
-# ------ deribit ------
 
 
 [kraken]
 key_descr = ''
 api_key = ''
 secret = ''
-# ------ kraken ------
 
 
 [kucoin]
 key_id = ''
 key_secret = ''
 key_passphrase = ''
-# ------ kucoin ------
 
 
+################
 # -- BROKERZ ---
-
+################
 [questrade]
 refresh_token = ''
 access_token = ''
@@ -54,55 +42,44 @@ api_server = 'https://api06.iq.questrade.com/'
 expires_in = 1800
 token_type = 'Bearer'
 expires_at = 1616095326.355846
-# ------ questrade ------
 
 
 [ib]
-# define the (set of) host-port socketaddrs that
-# brokerd.ib will scan to connect to an API endpoint
-# (ib-gw or ib-tws listening instances)
 hosts = [
     '127.0.0.1',
 ]
+# XXX: the order in which ports will be scanned
+# (by the `brokerd` daemon-actor)
+# is determined # by the line order here.
+# TODO: when we eventually spawn gateways in our
+# container, we can just dynamically allocate these
+# using IBC.
 ports = [
     4002,  # gw
     7497,  # tws
 ]
 
-# When API endpoints are being scanned durin startup, the order
-# of user-defined-account "names" (as defined below) here
-# determines which py-client connection is given priority to be
-# used for data-feed-requests by according to whichever client
-# connected to an API endpoing which reported the equivalent
-# account number for that name.
+# XXX: for a paper account the flex web query service
+# is not supported so you have to manually download
+# and XML report and put it in a location that can be
+# accessed by the ``brokerd.ib`` backend code for parsing.
+flex_token = ''
+flex_trades_query_id = ''  # live account
+
+# when clients are being scanned this determines
+# which clients are preferred to be used for data
+# feeds based on the order of account names, if
+# detected as active on an API client.
 prefer_data_account = [
     'paper',
     'margin',
     'ira',
 ]
 
-# For long-term trades txn (transaction) history
-# processing (i.e your txn ledger with IB) you can
-# (automatically for live accounts) query the FLEX
-# report system for past history.
-#
-# (For paper accounts the web query service
-# is not supported so you have to manually download
-# an XML report and put it in a location that can be
-# accessed by our `brokerd.ib` backend code for parsing).
-#
-flex_token = ''
-flex_trades_query_id = ''  # live account
-
-# define "aliases" (names) for each account number
-# such that the names can be reffed and logged throughout
-# `piker.accounting` subsys and more easily
-# referred to  by the user.
-#
-# These keys will be the set exposed through the order-mode
-# account-selection UI so that numbers are never shown.
 [ib.accounts]
-paper = 'DU0000000'  # <- literal account #
-margin = 'U0000000'
-ira = 'U0000000'
-# ------ ib ------
+# the order in which accounts will be selectable
+# in the order mode UI (if found via clients during
+# API-app scanning)when a new symbol is loaded.
+paper = 'XX0000000'
+margin = 'X0000000'
+ira = 'X0000000'

config/conf.toml

@@ -1,9 +1,7 @@
 [network]
-pikerd = [
-  '/ipv4/127.0.0.1/tcp/6116',  # std localhost daemon-actor tree
-  # '/uds/6116',  # TODO std uds socket file
-]
-
+tsdb.backend = 'marketstore'
+tsdb.host = 'localhost'
+tsdb.grpc_port = 5995
 
 [ui]
 # set custom font + size which will scale entire UI

dockering/ib/README.rst

@@ -1,138 +1,30 @@
 running ``ib`` gateway in ``docker``
 ------------------------------------
-We have a config based on a well maintained community
-image from `@gnzsnz`:
+We have a config based on the (now defunct)
+image from "waytrade":
 
-https://github.com/gnzsnz/ib-gateway-docker
+https://github.com/waytrade/ib-gateway-docker
 
-
-To startup this image simply run the command::
+To startup this image with our custom settings
+simply run the command::
 
     docker compose up
 
-(For further usage^ see the official `docker-compose`_ docs)
+And you should have the following socket-available services:
 
+- ``x11vnc1@127.0.0.1:3003``
+- ``ib-gw@127.0.0.1:4002``
 
-And you should have the following socket-available services by
-default:
+You can attach to the container via a VNC client
+without password auth.
 
-- ``x11vnc1 @ 127.0.0.1:5900``
-- ``ib-gw @ 127.0.0.1:4002``
-
-You can now attach to the container via a VNC client with password-auth;
-here is an example using ``vncclient`` on ``linux``::
-
-    vncviewer localhost:5900
-
-now enter the pw (password) you set via an (see second code blob)
-`.env file`_ or pw-file according to the `credentials section`_.
-
-If you want to change away from their default config see the example
-`docker-compose.yml`-config issue and config-section of the readme,
-
-  - https://github.com/gnzsnz/ib-gateway-docker?tab=readme-ov-file#configuration
-  - https://github.com/gnzsnz/ib-gateway-docker/discussions/103
-
-.. _.env file: https://github.com/gnzsnz/ib-gateway-docker?tab=readme-ov-file#how-to-use-it
-.. _docker-compose: https://docs.docker.com/compose/
-.. _credentials section: https://github.com/gnzsnz/ib-gateway-docker?tab=readme-ov-file#credentials
-
-
-Connecting to the API from `piker`
----------------------------------
-In order to expose the container's API endpoint to the
-`brokerd/datad/ib` actor, we need to add a section to the user's
-`brokers.toml` config (note the below is similar to the repo-shipped
-template file),
-
-.. code:: toml
-
-    [ib]
-    # define the (set of) host-port socketaddrs that
-    # brokerd.ib will scan to connect to an API endpoint
-    # (ib-gw or ib-tws listening instances)
-    hosts = [
-        '127.0.0.1',
-    ]
-    ports = [
-        4002,  # gw
-        7497,  # tws
-    ]
-
-    # When API endpoints are being scanned durin startup, the order
-    # of user-defined-account "names" (as defined below) here
-    # determines which py-client connection is given priority to be
-    # used for data-feed-requests by according to whichever client
-    # connected to an API endpoing which reported the equivalent
-    # account number for that name.
-    prefer_data_account = [
-        'paper',
-        'margin',
-        'ira',
-    ]
-
-    # define "aliases" (names) for each account number
-    # such that the names can be reffed and logged throughout
-    # `piker.accounting` subsys and more easily
-    # referred to  by the user.
-    #
-    # These keys will be the set exposed through the order-mode
-    # account-selection UI so that numbers are never shown.
-    [ib.accounts]
-    paper = 'XX0000000'
-    margin = 'X0000000'
-    ira = 'X0000000'
-
-
-the broker daemon can also connect to the container's VNC server for
-added functionalies including,
-
-- viewing the API endpoint program's GUI for manual interventions,
-- workarounds for historical data throttling using hotkey hacks,
-
-Add a further section to `brokers.toml` which maps each API-ep's
-port to a table of VNC server connection info like,
-
-.. code:: toml
-
-    [ib.vnc_addrs]
-    4002 = {host = 'localhost', port = 5900, pw = 'doggy'}
-
-The `pw = 'doggy'` here ^ should the same value as the particular
-container instances `.env` file setting (when it was run),
-
-.. code:: ini
-
-    VNC_SERVER_PASSWORD='doggy'
-
-
-IF you also want to run ``TWS``
--------------------------------
-You can also run it containerized,
-
-https://github.com/gnzsnz/ib-gateway-docker?tab=readme-ov-file#using-tws
-
-
-SECURITY stuff (advanced, only if you're paranoid)
---------------------------------------------------
-First and foremost if doing a "distributed" container setup where you
-run the ``ib-gw`` docker container and your connecting API client
-(likely ``ib_async`` from python) on **different hosts** be sure to
-read the `security considerations`_ section!
-
-And for a further (somewhat paranoid) perspective from
-a long-time-ago serious devops eng..
-
-Though "``ib``" claims they filter remote host connections outside
-``localhost`` (aka ``127.0.0.1`` on ipv4) it's prolly justified if
-you'd like to filter the socket at the *OS level* using a stateless
-firewall rule::
+SECURITY STUFF!?!?!
+-------------------
+Though "``ib``" claims they host filter connections outside
+localhost (aka ``127.0.0.1``) it's probably better if you filter
+the socket at the OS level using a stateless firewall rule::
 
     ip rule add not unicast iif lo to 0.0.0.0/0 dport 4002
 
-
-We will soon have this either baked into our own custom derivative
-image (or patched into the current upstream one after further testin)
-but for now you'll have to do it urself, diggity dawg.
-
-.. _security considerations: https://github.com/gnzsnz/ib-gateway-docker?tab=readme-ov-file#security-considerations
+We will soon have this baked into our own custom image but for
+now you'll have to do it urself dawgy.

dockering/ib/docker-compose.yml

@@ -1,15 +1,10 @@
-# a community maintained IB API container!
-#
-# https://github.com/gnzsnz/ib-gateway-docker
-#
-# For piker we (currently) include some minor deviations
-# for some config files in the `volumes` section.
-#
-# See full configuration settings @
-# - https://github.com/gnzsnz/ib-gateway-docker?tab=readme-ov-file#configuration
-# - https://github.com/gnzsnz/ib-gateway-docker/discussions/103
+# rework from the original @
+# https://github.com/waytrade/ib-gateway-docker/blob/master/docker-compose.yml
+version: "3.5"
+
 
 services:
+
   ib_gw_paper:
 
     # apparently java is a mega cukc:
@@ -55,22 +50,16 @@ services:
         target: /root/scripts/run_x11_vnc.sh
         read_only: true
 
-    # NOTE: an alt method to fill these out is to
-    # define an `.env` file in the same dir as
-    # this compose file.
+    # NOTE:to fill these out, define an `.env` file in the same dir as
+    # this compose file which looks something like:
+    # TWS_USERID='myuser'
+    # TWS_PASSWORD='guest'
     environment:
       TWS_USERID: ${TWS_USERID}
-      # TWS_USERID: 'myuser'
       TWS_PASSWORD: ${TWS_PASSWORD}
-      # TWS_PASSWORD: 'guest'
-      TRADING_MODE: ${TRADING_MODE}
-      # TRADING_MODE: 'paper'
-      VNC_SERVER_PASSWORD: ${VNC_SERVER_PASSWORD}
-      # VNC_SERVER_PASSWORD: 'doggy'
-
-      # TODO, see if we can get this supported like it
-      # was on the old `waytrade` image?
-      # VNC_SERVER_PORT: '3003'
+      TRADING_MODE: 'paper'
+      VNC_SERVER_PASSWORD: 'doggy'
+      VNC_SERVER_PORT: '3003'
 
     # ports:
     #   - target: 4002
@@ -87,9 +76,6 @@ services:
       # - "127.0.0.1:4002:4002"
       # - "127.0.0.1:5900:5900"
 
-  # TODO, a masked but working example of dual paper + live
-  # ib-gw instances running in a single app run!
-  #
   # ib_gw_live:
   #   image: waytrade/ib-gateway:1012.2i
   #   restart: no

piker/brokers/binance/venues.py

@@ -102,7 +102,7 @@ class Pair(Struct, frozen=True, kw_only=True):
     # https://developers.binance.com/docs/binance-spot-api-docs#2025-08-26
     # will become non-optional 2025-08-28?
     # https://developers.binance.com/docs/binance-spot-api-docs#future-changes
-    pegInstructionsAllowed: bool = False
+    pegInstructionsAllowed: bool|None = None
 
     filters: dict[
         str,

piker/brokers/ib/_util.py

@@ -38,6 +38,7 @@ from piker.brokers._util import get_logger
 
 if TYPE_CHECKING:
     from .api import Client
+    from ib_insync import IB
     import i3ipc
 
 log = get_logger('piker.brokers.ib')
@@ -61,7 +62,7 @@ no_setup_msg:str = (
 
 
 def try_xdo_manual(
-    client: Client,
+    vnc_sockaddr: str,
 ):
     '''
     Do the "manual" `xdo`-based screen switch + click
@@ -78,7 +79,6 @@ def try_xdo_manual(
         _reset_tech = 'i3ipc_xdotool'
         return True
     except OSError:
-        vnc_sockaddr: str = client.conf.vnc_addrs
         log.exception(
             no_setup_msg.format(vnc_sockaddr=vnc_sockaddr)
         )
@@ -86,6 +86,7 @@ def try_xdo_manual(
 
 
 async def data_reset_hack(
+    # vnc_host: str,
     client: Client,
     reset_type: Literal['data', 'connection'],
 
@@ -117,24 +118,36 @@ async def data_reset_hack(
           that need to be wrangle.
 
     '''
+    ib_client: IB = client.ib
+
     # look up any user defined vnc socket address mapped from
     # a particular API socket port.
-    vnc_addrs: tuple[str]|None = client.conf.get('vnc_addrs')
-    if not vnc_addrs:
+    api_port: str = str(ib_client.client.port)
+    vnc_host: str
+    vnc_port: int
+    vnc_sockaddr: tuple[str] | None = client.conf.get('vnc_addrs')
+
+    if not vnc_sockaddr:
         log.warning(
-            no_setup_msg.format(vnc_sockaddr=client.conf)
+            no_setup_msg.format(vnc_sockaddr=vnc_sockaddr)
             +
             'REQUIRES A `vnc_addrs: array` ENTRY'
         )
 
+    vnc_host, vnc_port = vnc_sockaddr.get(
+        api_port,
+        ('localhost', 3003)
+    )
     global _reset_tech
+
     match _reset_tech:
         case 'vnc':
             try:
                 await tractor.to_asyncio.run_task(
                     partial(
                         vnc_click_hack,
-                        client=client,
+                        host=vnc_host,
+                        port=vnc_port,
                     )
                 )
             except (
@@ -145,31 +158,29 @@ async def data_reset_hack(
                     import i3ipc  # noqa  (since a deps dynamic check)
                 except ModuleNotFoundError:
                     log.warning(
-                        no_setup_msg.format(vnc_sockaddr=client.conf)
+                        no_setup_msg.format(vnc_sockaddr=vnc_sockaddr)
                     )
                     return False
 
-                # XXX, Xorg only workaround..
-                # TODO? remove now that we have `pyvnc`?
-                # if vnc_host not in {
-                #     'localhost',
-                #     '127.0.0.1',
-                # }:
-                #     focussed, matches = i3ipc_fin_wins_titled()
-                #     if not matches:
-                #         log.warning(
-                #             no_setup_msg.format(vnc_sockaddr=vnc_sockaddr)
-                #         )
-                #         return False
-                #     else:
-                #         try_xdo_manual(vnc_sockaddr)
+                if vnc_host not in {
+                    'localhost',
+                    '127.0.0.1',
+                }:
+                    focussed, matches = i3ipc_fin_wins_titled()
+                    if not matches:
+                        log.warning(
+                            no_setup_msg.format(vnc_sockaddr=vnc_sockaddr)
+                        )
+                        return False
+                    else:
+                        try_xdo_manual(vnc_sockaddr)
 
                 # localhost but no vnc-client or it borked..
                 else:
-                    try_xdo_manual(client)
+                    try_xdo_manual(vnc_sockaddr)
 
         case 'i3ipc_xdotool':
-            try_xdo_manual(client)
+            try_xdo_manual(vnc_sockaddr)
             # i3ipc_xdotool_manual_click_hack()
 
         case _ as tech:
@@ -180,55 +191,15 @@ async def data_reset_hack(
 
 
 async def vnc_click_hack(
-    client: Client,
-    reset_type: str = 'data',
-    pw: str|None = None,
-
+    host: str,
+    port: int,
+    reset_type: str = 'data'
 ) -> None:
     '''
     Reset the data or network connection for the VNC attached
     ib-gateway using a (magic) keybinding combo.
 
-    A vnc-server password can be set either by an input `pw` param or
-    set in the client's config with the latter loaded from the user's
-    `brokers.toml` in a vnc-addrs-port-mapping section,
-
-    .. code:: toml
-
-        [ib.vnc_addrs]
-        4002 = {host = 'localhost', port = 5900, pw = 'doggy'}
-
     '''
-    api_port: str = str(client.ib.client.port)
-    conf: dict = client.conf
-    vnc_addrs: dict[int, tuple] = conf.get('vnc_addrs')
-    if not vnc_addrs:
-        return None
-
-    addr_entry: dict|tuple = vnc_addrs.get(
-        api_port,
-        ('localhost', 5900)  # a typical default
-    )
-    if pw is None:
-        match addr_entry:
-            case (
-                host,
-                port,
-            ):
-                pass
-
-            case {
-                'host': host,
-                'port': port,
-                'pw': pw
-            }:
-                pass
-
-            case _:
-                raise ValueError(
-                    f'Invalid `ib.vnc_addrs` entry ?\n'
-                    f'{addr_entry!r}\n'
-                )
     try:
         from pyvnc import (
             AsyncVNCClient,
@@ -255,7 +226,7 @@ async def vnc_click_hack(
             VNCConfig(
                 host=host,
                 port=port,
-                password=pw,
+                password='doggy',
             )
         )
         async with client:

piker/brokers/ib/feed.py

@@ -214,9 +214,7 @@ async def open_history_client(
 
             # could be trying to retreive bars over weekend
             if out is None:
-                log.error(
-                    f"No bars starting at {end_dt!r} !?!?"
-                )
+                log.error(f"Can't grab bars starting at {end_dt}!?!?")
                 if (
                     end_dt
                     and head_dt

piker/storage/__init__.py

@@ -43,6 +43,7 @@ from typing import (
 
 import numpy as np
 
+
 from .. import config
 from ..service import (
     check_for_service,
@@ -161,10 +162,7 @@ class StorageConnectionError(ConnectionError):
 
     '''
 
-def get_storagemod(
-    name: str,
-
-) -> ModuleType:
+def get_storagemod(name: str) -> ModuleType:
     mod: ModuleType = import_module(
         '.' + name,
         'piker.storage',
@@ -177,12 +175,9 @@ def get_storagemod(
 
 @acm
 async def open_storage_client(
-    backend: str|None = None,
+    backend: str | None = None,
 
-) -> tuple[
-    ModuleType,
-    StorageClient,
-]:
+) -> tuple[ModuleType, StorageClient]:
     '''
     Load the ``StorageClient`` for named backend.
 
@@ -282,10 +277,7 @@ async def open_tsdb_client(
     from ..data.feed import maybe_open_feed
 
     async with (
-        open_storage_client() as (
-            _,
-            storage,
-        ),
+        open_storage_client() as (_, storage),
 
         maybe_open_feed(
             [fqme],
@@ -293,7 +285,7 @@ async def open_tsdb_client(
 
         ) as feed,
     ):
-        profiler(f'opened feed for {fqme!r}')
+        profiler(f'opened feed for {fqme}')
 
         # to_append = feed.hist_shm.array
         # to_prepend = None