Set `.bs_mktid` on all IB position-msg emissions..

To start this is just a shell for the test, there's no checking logic
yet.. put it as `test_accounting.test_ib_account_with_duplicated_mktids()`.
The test is composed for now to be completely runtime-free using only
the offline txn-ledger / symcache / account loading APIs, ideally we
fill in the activated symbology-data-runtime cases once we figure a sane
way to handle incremental symcache updates for backends like IB..

To actually fill the test out with real checks we still need to,
- extract the problem account file from my ib.algopape into the test
  harness data.
- pick some contracts with multiple fqmes despite a single bs_mktid and
  ensure they're aggregated as a single `Position` as well as,
  * ideally de-duplicating txns from the account file section for the
    mkt..
  * warning appropriately about greater-then-one fqme for the bs_mktid
    and providing a way for the ledger re-writing to choose the
    appropriate `<venue>` as the "primary" when the
    data-symbology-runtime is up and possibly use it to incrementally
    update the IB symcache and store offline for next use?

config/brokers.toml

@@ -1,6 +1,5 @@
-################
 # ---- CEXY ----
-################
+
 [binance]
 accounts.paper = 'paper'
 
@@ -13,28 +12,41 @@ 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 = ''
@@ -42,44 +54,55 @@ 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
 ]
 
-# 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.
+# 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',
 ]
 
+# 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]
-# 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'
+paper = 'DU0000000'  # <- literal account #
+margin = 'U0000000'
+ira = 'U0000000'
+# ------ ib ------

dockering/ib/README.rst

@@ -1,30 +1,138 @@
 running ``ib`` gateway in ``docker``
 ------------------------------------
-We have a config based on the (now defunct)
-image from "waytrade":
+We have a config based on a well maintained community
+image from `@gnzsnz`:
 
-https://github.com/waytrade/ib-gateway-docker
+https://github.com/gnzsnz/ib-gateway-docker
 
-To startup this image with our custom settings
-simply run the command::
+
+To startup this image simply run the command::
 
     docker compose up
 
-And you should have the following socket-available services:
+(For further usage^ see the official `docker-compose`_ docs)
 
-- ``x11vnc1@127.0.0.1:3003``
+
+And you should have the following socket-available services by
+default:
+
+- ``x11vnc1 @ 127.0.0.1:5900``
 - ``ib-gw @ 127.0.0.1:4002``
 
-You can attach to the container via a VNC client
-without password auth.
+You can now attach to the container via a VNC client with password-auth;
+here is an example using ``vncclient`` on ``linux``::
 
-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::
+    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::
 
     ip rule add not unicast iif lo to 0.0.0.0/0 dport 4002
 
-We will soon have this baked into our own custom image but for
-now you'll have to do it urself dawgy.
+
+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

dockering/ib/docker-compose.yml

@@ -1,10 +1,15 @@
-# rework from the original @
-# https://github.com/waytrade/ib-gateway-docker/blob/master/docker-compose.yml
-version: "3.5"
-
+# 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
 
 services:
-
   ib_gw_paper:
 
     # apparently java is a mega cukc:
@@ -50,16 +55,22 @@ services:
         target: /root/scripts/run_x11_vnc.sh
         read_only: true
 
-    # 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'
+    # NOTE: an alt method to fill these out is to
+    # define an `.env` file in the same dir as
+    # this compose file.
     environment:
       TWS_USERID: ${TWS_USERID}
+      # TWS_USERID: 'myuser'
       TWS_PASSWORD: ${TWS_PASSWORD}
-      TRADING_MODE: 'paper'
-      VNC_SERVER_PASSWORD: 'doggy'
-      VNC_SERVER_PORT: '3003'
+      # 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'
 
     # ports:
     #   - target: 4002
@@ -76,6 +87,9 @@ 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/__init__.py

@@ -98,13 +98,14 @@ async def open_cached_client(
     If one has not been setup do it and cache it.
 
     '''
-    brokermod = get_brokermod(brokername)
+    brokermod: ModuleType = get_brokermod(brokername)
+
+    # TODO: make abstract or `typing.Protocol`
+    # client: Client
     async with maybe_open_context(
         acm_func=brokermod.get_client,
         kwargs=kwargs,
-
     ) as (cache_hit, client):
-
         if cache_hit:
             log.runtime(f'Reusing existing {client}')
 

piker/brokers/binance/api.py

@@ -374,9 +374,14 @@ class Client:
                 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'
+                    f'\n'
+                    f'New or removed field we need to codify!\n'
+                    f'pair-type: {pair_type!r}\n'
+                    f'\n'
+                    f"Don't panic, prolly stupid binance changed their symbology schema again..\n"
+                    f'Check out their API docs here:\n'
+                    f'\n'
+                    f'https://binance-docs.github.io/apidocs/spot/en/#exchange-information\n'
                 )
                 raise
             pair_table[pair.symbol.upper()] = pair

piker/brokers/binance/feed.py

@@ -94,13 +94,15 @@ class L1(Struct):
 
 
 # validation type
+# https://developers.binance.com/docs/derivatives/usds-margined-futures/websocket-market-streams/Aggregate-Trade-Streams#response-example
 class AggTrade(Struct, frozen=True):
     e: str  # Event type
     E: int  # Event time
     s: str  # Symbol
     a: int  # Aggregate trade ID
     p: float  # Price
-    q: float  # Quantity
+    q: float  # Quantity with all the market trades
+    nq: float # Normal quantity without the trades involving RPI orders
     f: int  # First trade ID
     l: int  # noqa Last trade ID
     T: int  # Trade time

piker/brokers/binance/venues.py

@@ -97,6 +97,16 @@ class Pair(Struct, frozen=True, kw_only=True):
     baseAsset: str
     baseAssetPrecision: int
 
+    permissionSets: list[list[str]]
+
+    # 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
+
+    # https://developers.binance.com/docs/binance-spot-api-docs#2025-12-02
+    opoAllowed: bool = False
+
     filters: dict[
         str,
         str | int | float,
@@ -142,7 +152,11 @@ class SpotPair(Pair, frozen=True):
     defaultSelfTradePreventionMode: str
     allowedSelfTradePreventionModes: list[str]
     permissions: list[str]
-    permissionSets: list[list[str]]
+
+    # can the paint botz creat liq gaps even easier on this asset?
+    # Bp
+    # https://developers.binance.com/docs/binance-spot-api-docs/faqs/order_amend_keep_priority
+    amendAllowed: bool
 
     # NOTE: see `.data._symcache.SymbologyCache.load()` for why
     ns_path: str = 'piker.brokers.binance:SpotPair'
@@ -209,7 +223,10 @@ class FutesPair(Pair):
                 assert pair == self.pair  # sanity
                 return f'{expiry}'
 
-            case 'PERPETUAL':
+            case (
+                'PERPETUAL'
+                | 'TRADIFI_PERPETUAL'
+            ):
                 return 'PERP'
 
             case '':
@@ -238,7 +255,10 @@ class FutesPair(Pair):
         margin: str = self.marginAsset
 
         match ctype:
-            case 'PERPETUAL':
+            case (
+                'PERPETUAL'
+                | 'TRADIFI_PERPETUAL'
+            ):
                 return f'{margin}M'
 
             case (

piker/brokers/cli.py

@@ -471,11 +471,15 @@ def search(
 
     '''
     # global opts
-    brokermods = list(config['brokermods'].values())
+    brokermods: list[ModuleType] = list(config['brokermods'].values())
+
+    # TODO: this is coming from the `search --pdb` NOT from
+    # the `piker --pdb` XD ..
+    # -[ ] pull from the parent click ctx's values..dumdum
+    # assert pdb
 
     # define tractor entrypoint
     async def main(func):
-
         async with maybe_open_pikerd(
             loglevel=config['loglevel'],
             debug_mode=pdb,

piker/brokers/core.py

@@ -22,7 +22,9 @@ routines should be primitive data types where possible.
 """
 import inspect
 from types import ModuleType
-from typing import List, Dict, Any, Optional
+from typing import (
+    Any,
+)
 
 import trio
 
@@ -34,8 +36,10 @@ from ..accounting import MktPair
 
 
 async def api(brokername: str, methname: str, **kwargs) -> dict:
-    """Make (proxy through) a broker API call by name and return its result.
-    """
+    '''
+    Make (proxy through) a broker API call by name and return its result.
+
+    '''
     brokermod = get_brokermod(brokername)
     async with brokermod.get_client() as client:
         meth = getattr(client, methname, None)
@@ -62,10 +66,14 @@ async def api(brokername: str, methname: str, **kwargs) -> dict:
 
 async def stocks_quote(
     brokermod: ModuleType,
-    tickers: List[str]
-) -> Dict[str, Dict[str, Any]]:
-    """Return quotes dict for ``tickers``.
-    """
+    tickers: list[str]
+
+) -> dict[str, dict[str, Any]]:
+    '''
+    Return a `dict` of snapshot quotes for the provided input
+    `tickers`: a `list` of fqmes.
+
+    '''
     async with brokermod.get_client() as client:
         return await client.quote(tickers)
 
@@ -74,13 +82,15 @@ async def stocks_quote(
 async def option_chain(
     brokermod: ModuleType,
     symbol: str,
-    date: Optional[str] = None,
-) -> Dict[str, Dict[str, Dict[str, Any]]]:
-    """Return option chain for ``symbol`` for ``date``.
+    date: str|None = None,
+) -> dict[str, dict[str, dict[str, Any]]]:
+    '''
+    Return option chain for ``symbol`` for ``date``.
 
     By default all expiries are returned. If ``date`` is provided
     then contract quotes for that single expiry are returned.
-    """
+
+    '''
     async with brokermod.get_client() as client:
         if date:
             id = int((await client.tickers2ids([symbol]))[symbol])
@@ -98,7 +108,7 @@ async def option_chain(
 # async def contracts(
 #     brokermod: ModuleType,
 #     symbol: str,
-# ) -> Dict[str, Dict[str, Dict[str, Any]]]:
+# ) -> dict[str, dict[str, dict[str, Any]]]:
 #     """Return option contracts (all expiries) for ``symbol``.
 #     """
 #     async with brokermod.get_client() as client:
@@ -110,15 +120,24 @@ async def bars(
     brokermod: ModuleType,
     symbol: str,
     **kwargs,
-) -> Dict[str, Dict[str, Dict[str, Any]]]:
-    """Return option contracts (all expiries) for ``symbol``.
-    """
+) -> dict[str, dict[str, dict[str, Any]]]:
+    '''
+    Return option contracts (all expiries) for ``symbol``.
+
+    '''
     async with brokermod.get_client() as client:
         return await client.bars(symbol, **kwargs)
 
 
-async def search_w_brokerd(name: str, pattern: str) -> dict:
+async def search_w_brokerd(
+    name: str,
+    pattern: str,
+) -> dict:
 
+    # TODO: WHY NOT WORK!?!
+    # when we `step` through the next block?
+    # import tractor
+    # await tractor.pause()
     async with open_cached_client(name) as client:
 
         # TODO: support multiple asset type concurrent searches.
@@ -130,12 +149,12 @@ async def symbol_search(
     pattern: str,
     **kwargs,
 
-) -> Dict[str, Dict[str, Dict[str, Any]]]:
+) -> dict[str, dict[str, dict[str, Any]]]:
     '''
     Return symbol info from broker.
 
     '''
-    results = []
+    results: list[str] = []
 
     async def search_backend(
         brokermod: ModuleType
@@ -143,6 +162,13 @@ async def symbol_search(
 
         brokername: str = mod.name
 
+        # TODO: figure this the FUCK OUT
+        # -> ok so obvi in the root actor any async task that's
+        # spawned outside the main tractor-root-actor task needs to
+        # call this..
+        # await tractor.devx._debug.maybe_init_greenback()
+        # tractor.pause_from_sync()
+
         async with maybe_spawn_brokerd(
             mod.name,
             infect_asyncio=getattr(
@@ -162,7 +188,6 @@ async def symbol_search(
             ))
 
     async with trio.open_nursery() as n:
-
         for mod in brokermods:
             n.start_soon(search_backend, mod.name)
 
@@ -172,11 +197,13 @@ async def symbol_search(
 async def mkt_info(
     brokermod: ModuleType,
     fqme: str,
+
     **kwargs,
 
 ) -> MktPair:
     '''
-    Return MktPair info from broker including src and dst assets.
+    Return the `piker.accounting.MktPair` info struct from a given
+    backend broker tradable src/dst asset pair.
 
     '''
     async with open_cached_client(brokermod.name) as client:

piker/brokers/ib/_util.py

@@ -20,6 +20,11 @@ runnable script-programs.
 
 '''
 from __future__ import annotations
+from datetime import (  # noqa
+    datetime,
+    date,
+    tzinfo as TzInfo,
+)
 from functools import partial
 from typing import (
     Literal,
@@ -33,7 +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')
 
@@ -48,8 +53,39 @@ _reset_tech: Literal[
 ] = 'vnc'
 
 
+no_setup_msg:str = (
+    'No data reset hack test setup for {vnc_sockaddr}!\n'
+    'See config setup tips @\n'
+    'https://github.com/pikers/piker/tree/master/piker/brokers/ib'
+)
+
+
+def try_xdo_manual(
+    client: Client,
+):
+    '''
+    Do the "manual" `xdo`-based screen switch + click
+    combo since apparently the `asyncvnc` client ain't workin..
+
+    Note this is only meant as a backup method for Xorg users,
+    ideally you can use a real vnc client and the `vnc_click_hack()`
+    impl!
+
+    '''
+    global _reset_tech
+    try:
+        i3ipc_xdotool_manual_click_hack()
+        _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)
+        )
+        return False
+
+
 async def data_reset_hack(
-    # vnc_host: str,
     client: Client,
     reset_type: Literal['data', 'connection'],
 
@@ -81,65 +117,60 @@ 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.
-    api_port: str = str(ib_client.client.port)
-    vnc_host: str
-    vnc_port: int
-    vnc_sockaddr: tuple[str] | None = client.conf.get('vnc_addrs')
-
-    no_setup_msg:str = (
-        f'No data reset hack test setup for {vnc_sockaddr}!\n'
-        'See config setup tips @\n'
-        'https://github.com/pikers/piker/tree/master/piker/brokers/ib'
-    )
-
-    if not vnc_sockaddr:
+    vnc_addrs: tuple[str]|None = client.conf.get('vnc_addrs')
+    if not vnc_addrs:
         log.warning(
-            no_setup_msg
+            no_setup_msg.format(vnc_sockaddr=client.conf)
             +
             '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,
-                        host=vnc_host,
-                        port=vnc_port,
+                        client=client,
                     )
                 )
-            except OSError:
-                if vnc_host != 'localhost':
-                    log.warning(no_setup_msg)
-                    return False
-
+            except (
+                OSError,  # no VNC server avail..
+                PermissionError,  # asyncvnc pw fail..
+            ):
                 try:
                     import i3ipc  # noqa  (since a deps dynamic check)
                 except ModuleNotFoundError:
-                    log.warning(no_setup_msg)
+                    log.warning(
+                        no_setup_msg.format(vnc_sockaddr=client.conf)
+                    )
                     return False
 
-                try:
-                    i3ipc_xdotool_manual_click_hack()
-                    _reset_tech = 'i3ipc_xdotool'
-                    return True
-                except OSError:
-                    log.exception(no_setup_msg)
-                    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)
+
+                # localhost but no vnc-client or it borked..
+                else:
+                    try_xdo_manual(client)
 
         case 'i3ipc_xdotool':
-            i3ipc_xdotool_manual_click_hack()
+            try_xdo_manual(client)
+            # i3ipc_xdotool_manual_click_hack()
 
         case _ as tech:
             raise RuntimeError(f'{tech} is not supported for reset tech!?')
@@ -149,21 +180,66 @@ async def data_reset_hack(
 
 
 async def vnc_click_hack(
-    host: str,
-    port: int,
-    reset_type: str = 'data'
+    client: Client,
+    reset_type: str = 'data',
+    pw: str|None = None,
+
 ) -> None:
     '''
     Reset the data or network connection for the VNC attached
-    ib gateway using magic combos.
+    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:
-        import asyncvnc
+        from pyvnc import (
+            AsyncVNCClient,
+            VNCConfig,
+            Point,
+            MOUSE_BUTTON_LEFT,
+        )
     except ModuleNotFoundError:
         log.warning(
             "In order to leverage `piker`'s built-in data reset hacks, install "
-            "the `asyncvnc` project: https://github.com/barneygale/asyncvnc"
+            "the `pyvnc` project: https://github.com/regulad/pyvnc.git"
         )
         return
 
@@ -174,24 +250,79 @@ async def vnc_click_hack(
         'connection': 'r'
     }[reset_type]
 
-    async with asyncvnc.connect(
-        host,
+    with tractor.devx.open_crash_handler():
+        client = await AsyncVNCClient.connect(
+            VNCConfig(
+                host=host,
                 port=port,
-
-        # TODO: doesn't work see:
-        # https://github.com/barneygale/asyncvnc/issues/7
-        # password='ibcansmbz',
-
-    ) as client:
-
+                password=pw,
+            )
+        )
+        async with client:
             # move to middle of screen
             # 640x1800
-        client.mouse.move(
-            x=500,
-            y=500,
+            await client.move(
+                Point(
+                    500,
+                    500,
                 )
-        client.mouse.click()
-        client.keyboard.press('Ctrl', 'Alt', key)  # keys are stacked
+            )
+            # ensure the ib-gw window is active
+            await client.click(MOUSE_BUTTON_LEFT)
+            # send the hotkeys combo B)
+            await client.press('Ctrl', 'Alt', key)  # keys are stacked
+
+
+def i3ipc_fin_wins_titled(
+    titles: list[str] = [
+        'Interactive Brokers',  # tws running in i3
+        'IB Gateway',  # gw running in i3
+        # 'IB',  # gw running in i3 (newer version?)
+
+        # !TODO, remote vnc instance
+        # -[ ] something in title (or other Con-props) that indicates
+        #   this is explicitly for ibrk sw?
+        #  |_[ ]  !can use modden spawn eventually!
+        'TigerVNC',
+        # 'vncviewer',  # the terminal..
+    ],
+) -> tuple[
+    i3ipc.Con,  # orig focussed win
+    list[tuple[str, i3ipc.Con]],  # matching wins by title
+]:
+    '''
+    Attempt to find a local-DE window titled with an entry in
+    `titles`.
+
+    If found deliver the current focussed window and all matching
+    `i3ipc.Con`s in a list.
+
+    '''
+    import i3ipc
+    ipc = i3ipc.Connection()
+
+    # TODO: might be worth offering some kinda api for grabbing
+    # the window id from the pid?
+    # https://stackoverflow.com/a/2250879
+    tree = ipc.get_tree()
+    focussed: i3ipc.Con = tree.find_focused()
+
+    matches: list[i3ipc.Con] = []
+    for name in titles:
+        results = tree.find_titled(name)
+        print(f'results for {name}: {results}')
+        if results:
+            con = results[0]
+            matches.append((
+                name,
+                con,
+            ))
+
+    return (
+        focussed,
+        matches,
+    )
+
 
 
 def i3ipc_xdotool_manual_click_hack() -> None:
@@ -199,29 +330,10 @@ def i3ipc_xdotool_manual_click_hack() -> None:
     Do the data reset hack but expecting a local X-window using `xdotool`.
 
     '''
-    import i3ipc
-    i3 = i3ipc.Connection()
-
-    # TODO: might be worth offering some kinda api for grabbing
-    # the window id from the pid?
-    # https://stackoverflow.com/a/2250879
-    t = i3.get_tree()
-
-    orig_win_id = t.find_focused().window
-
-    # for tws
-    win_names: list[str] = [
-        'Interactive Brokers',  # tws running in i3
-        'IB Gateway',  # gw running in i3
-        # 'IB',  # gw running in i3 (newer version?)
-    ]
-
+    focussed, matches = i3ipc_fin_wins_titled()
+    orig_win_id = focussed.window
     try:
-        for name in win_names:
-            results = t.find_titled(name)
-            print(f'results for {name}: {results}')
-            if results:
-                con = results[0]
+        for name, con in matches:
             print(f'Resetting data feed for {name}')
             win_id = str(con.window)
             w, h = con.rect.width, con.rect.height
@@ -267,3 +379,99 @@ def i3ipc_xdotool_manual_click_hack() -> None:
         ])
     except subprocess.TimeoutExpired:
         log.exception('xdotool timed out?')
+
+
+
+def is_current_time_in_range(
+    start_dt: datetime,
+    end_dt: datetime,
+) -> bool:
+    '''
+    Check if current time is within the datetime range.
+
+    Use any/the-same timezone as provided by `start_dt.tzinfo` value
+    in the range.
+
+    '''
+    now: datetime = datetime.now(start_dt.tzinfo)
+    return start_dt <= now <= end_dt
+
+
+# TODO, put this into `._util` and call it from here!
+#
+# NOTE, this was generated by @guille from a gpt5 prompt
+# and was originally thot to be needed before learning about
+# `ib_insync.contract.ContractDetails._parseSessions()` and
+# it's downstream meths..
+#
+# This is still likely useful to keep for now to parse the
+# `.tradingHours: str` value manually if we ever decide
+# to move off `ib_async` and implement our own `trio`/`anyio`
+# based version Bp
+#
+# >attempt to parse the retarted ib "time stampy thing" they
+# >do for "venue hours" with this.. written by
+# >gpt5-"thinking",
+#
+
+
+def parse_trading_hours(
+    spec: str,
+    tz: TzInfo|None = None
+) -> dict[
+    date,
+    tuple[datetime, datetime]
+]|None:
+    '''
+    Parse venue hours like:
+    'YYYYMMDD:HHMM-YYYYMMDD:HHMM;YYYYMMDD:CLOSED;...'
+
+    Returns `dict[date] = (open_dt, close_dt)` or `None` if
+    closed.
+
+    '''
+    if (
+        not isinstance(spec, str)
+        or
+        not spec
+    ):
+        raise ValueError('spec must be a non-empty string')
+
+    out: dict[
+        date,
+        tuple[datetime, datetime]
+    ]|None = {}
+
+    for part in (p.strip() for p in spec.split(';') if p.strip()):
+        if part.endswith(':CLOSED'):
+            day_s, _ = part.split(':', 1)
+            d = datetime.strptime(day_s, '%Y%m%d').date()
+            out[d] = None
+            continue
+
+        try:
+            start_s, end_s = part.split('-', 1)
+            start_dt = datetime.strptime(start_s, '%Y%m%d:%H%M')
+            end_dt = datetime.strptime(end_s, '%Y%m%d:%H%M')
+        except ValueError as exc:
+            raise ValueError(f'invalid segment: {part}') from exc
+
+        if tz is not None:
+            start_dt = start_dt.replace(tzinfo=tz)
+            end_dt = end_dt.replace(tzinfo=tz)
+
+        out[start_dt.date()] = (start_dt, end_dt)
+
+    return out
+
+
+# ORIG desired usage,
+#
+# TODO, for non-drunk tomorrow,
+# - call above fn and check that `output[today] is not None`
+# trading_hrs: dict = parse_trading_hours(
+#     details.tradingHours
+# )
+# liq_hrs: dict = parse_trading_hours(
+#     details.liquidHours
+    # )

piker/brokers/ib/api.py

@@ -944,6 +944,7 @@ class Client:
                     )
                     if tkr:
                         break
+
                 except TimeoutError as err:
                     timeouterr = err
                     await asyncio.sleep(0.01)
@@ -952,7 +953,9 @@ class Client:
                 else:
                     if not warnset:
                         log.warning(
-                            f'Quote req timed out..maybe venue is closed?\n'
+                            f'Quote req timed out..\n'
+                            f'Maybe the venue is closed?\n'
+                            f'\n'
                             f'{asdict(contract)}'
                         )
                         warnset = True
@@ -964,9 +967,11 @@ class Client:
                 )
                 break
         else:
-            if timeouterr and raise_on_timeout:
-                import pdbp
-                pdbp.set_trace()
+            if (
+                timeouterr
+                and
+                raise_on_timeout
+            ):
                 raise timeouterr
 
             if not warnset:
@@ -1363,9 +1368,7 @@ async def load_aio_clients(
 
 
 async def load_clients_for_trio(
-    from_trio: asyncio.Queue,
-    to_trio: trio.abc.SendChannel,
-
+    chan: tractor.to_asyncio.LinkedTaskChannel,
 ) -> None:
     '''
     Pure async mngr proxy to ``load_aio_clients()``.
@@ -1378,8 +1381,7 @@ async def load_clients_for_trio(
         disconnect_on_exit=False,
     ) as accts2clients:
 
-        to_trio.send_nowait(accts2clients)
-
+        chan.started_nowait(accts2clients)
         # TODO: maybe a sync event to wait on instead?
         await asyncio.sleep(float('inf'))
 
@@ -1526,23 +1528,22 @@ class MethodProxy:
 
 
 async def open_aio_client_method_relay(
-    from_trio: asyncio.Queue,
-    to_trio: trio.abc.SendChannel,
+    chan: tractor.to_asyncio.LinkedTaskChannel,
     client: Client,
     event_consumers: dict[str, trio.Event],
 
 ) -> None:
 
     # sync with `open_client_proxy()` caller
-    to_trio.send_nowait(client)
+    chan.started_nowait(client)
 
     # TODO: separate channel for error handling?
-    client.inline_errors(to_trio)
+    client.inline_errors(chan)
 
     # relay all method requests to ``asyncio``-side client and deliver
     # back results
-    while not to_trio._closed:
-        msg: tuple[str, dict] | dict | None = await from_trio.get()
+    while not chan._to_trio._closed:  # <- TODO, better check like `._web_bs`?
+        msg: tuple[str, dict]|dict|None = await chan.get()
         match msg:
             case None:  # termination sentinel
                 log.info('asyncio `Client` method-proxy SHUTDOWN!')
@@ -1555,7 +1556,7 @@ async def open_aio_client_method_relay(
                 try:
                     resp = await meth(**kwargs)
                     # echo the msg back
-                    to_trio.send_nowait({'result': resp})
+                    chan.send_nowait({'result': resp})
 
                 except (
                     RequestError,
@@ -1563,10 +1564,10 @@ async def open_aio_client_method_relay(
                     # TODO: relay all errors to trio?
                     # BaseException,
                 ) as err:
-                    to_trio.send_nowait({'exception': err})
+                    chan.send_nowait({'exception': err})
 
             case {'error': content}:
-                to_trio.send_nowait({'exception': content})
+                chan.send_nowait({'exception': content})
 
             case _:
                 raise ValueError(f'Unhandled msg {msg}')

piker/brokers/ib/broker.py

@@ -117,7 +117,11 @@ def pack_position(
             symbol=fqme,
             currency=con.currency,
             size=float(pos.position),
-            avg_price=float(pos.avgCost) / float(con.multiplier or 1.0),
+            avg_price=(
+                float(pos.avgCost)
+                /
+                float(con.multiplier or 1.0)
+            ),
         ),
     )
 
@@ -358,6 +362,10 @@ async def update_and_audit_pos_msg(
         size=ibpos.position,
 
         avg_price=pikerpos.ppu,
+
+        # XXX ensures matching even if multiple venue-names
+        # in `.bs_fqme`, likely from txn records..
+        bs_mktid=mkt.bs_mktid,
     )
 
     ibfmtmsg: str = pformat(ibpos._asdict())
@@ -426,7 +434,8 @@ async def aggr_open_orders(
 
 ) -> None:
     '''
-    Collect all open orders from client and fill in `order_msgs: list`.
+    Collect all open orders from client and fill in `order_msgs:
+    list`.
 
     '''
     trades: list[Trade] = client.ib.openTrades()
@@ -547,7 +556,10 @@ async def open_trade_dialog(
         ),
 
         # TODO: do this as part of `open_account()`!?
-        open_symcache('ib', only_from_memcache=True) as symcache,
+        open_symcache(
+            'ib',
+            only_from_memcache=True,
+        ) as symcache,
     ):
         # Open a trade ledgers stack for appending trade records over
         # multiple accounts.
@@ -555,8 +567,10 @@ async def open_trade_dialog(
         ledgers: dict[str, TransactionLedger] = {}
         tables: dict[str, Account] = {}
         order_msgs: list[Status] = []
-        conf = get_config()
-        accounts_def_inv: bidict[str, str] = bidict(conf['accounts']).inverse
+        conf: dict = get_config()
+        accounts_def_inv: bidict[str, str] = bidict(
+            conf['accounts']
+        ).inverse
 
         with (
             ExitStack() as lstack,
@@ -706,7 +720,11 @@ async def open_trade_dialog(
             # client-account and build out position msgs to deliver to
             # EMS.
             for acctid, acnt in tables.items():
-                active_pps, closed_pps = acnt.dump_active()
+                active_pps: dict[str, Position]
+                (
+                    active_pps,
+                    closed_pps,
+                ) = acnt.dump_active()
 
                 for pps in [active_pps, closed_pps]:
                     piker_pps: list[Position] = list(pps.values())
@@ -722,6 +740,7 @@ async def open_trade_dialog(
                         )
                         if ibpos:
                             bs_mktid: str = str(ibpos.contract.conId)
+
                             msg = await update_and_audit_pos_msg(
                                 acctid,
                                 pikerpos,
@@ -1243,32 +1262,47 @@ async def deliver_trade_events(
                 # never relay errors for non-broker related issues
                 # https://interactivebrokers.github.io/tws-api/message_codes.html
                 code: int = err['error_code']
-                if code in {
-                    200,  # uhh
+                reason: str = err['reason']
+                reqid: str = str(err['reqid'])
+
+                # "Warning:" msg codes,
+                # https://interactivebrokers.github.io/tws-api/message_codes.html#warning_codes
+                # - 2109: 'Outside Regular Trading Hours'
+                if 'Warning:' in reason:
+                    log.warning(
+                        f'Order-API-warning: {code!r}\n'
+                        f'reqid: {reqid!r}\n'
+                        f'\n'
+                        f'{pformat(err)}\n'
+                        # ^TODO? should we just print the `reason`
+                        # not the full `err`-dict?
+                    )
+                    continue
+
+                # XXX known special (ignore) cases
+                elif code in {
+                    200,  # uhh.. ni idea
 
                     # hist pacing / connectivity
                     162,
                     165,
 
-                    # WARNING codes:
-                    # https://interactivebrokers.github.io/tws-api/message_codes.html#warning_codes
-                    # Attribute 'Outside Regular Trading Hours' is
-                    # " 'ignored based on the order type and
-                    # destination. PlaceOrder is now ' 'being
-                    # processed.',
-                    2109,
-
                     # XXX: lol this isn't even documented..
                     # 'No market data during competing live session'
                     1669,
                 }:
+                    log.error(
+                        f'Order-API-error which is non-cancel-causing ?!\n'
+                        f'\n'
+                        f'{pformat(err)}\n'
+                    )
                     continue
 
-                reqid: str = str(err['reqid'])
-                reason: str = err['reason']
-
                 if err['reqid'] == -1:
-                    log.error(f'TWS external order error:\n{pformat(err)}')
+                    log.error(
+                        f'TWS external order error ??\n'
+                        f'{pformat(err)}\n'
+                    )
 
                 flow: dict = dict(
                     flows.get(reqid)

piker/brokers/ib/feed.py

@@ -1,5 +1,5 @@
 # piker: trading gear for hackers
-# Copyright (C) Tyler Goodlet (in stewardship for pikers)
+# Copyright (C) 2018-forever Tyler Goodlet (in stewardship for pikers)
 
 # This program is free software: you can redistribute it and/or modify
 # it under the terms of the GNU Affero General Public License as published by
@@ -13,10 +13,12 @@
 
 # You should have received a copy of the GNU Affero General Public License
 # along with this program.  If not, see <https://www.gnu.org/licenses/>.
-"""
-Data feed endpoints pre-wrapped and ready for use with ``tractor``/``trio``.
 
-"""
+'''
+Data feed endpoints pre-wrapped and ready for use with `tractor`/`trio`
+via "infected-asyncio-mode".
+
+'''
 from __future__ import annotations
 import asyncio
 from contextlib import (
@@ -26,7 +28,6 @@ from dataclasses import asdict
 from datetime import datetime
 from functools import partial
 from pprint import pformat
-from math import isnan
 import time
 from typing import (
     Any,
@@ -40,7 +41,6 @@ import numpy as np
 from pendulum import (
     now,
     from_timestamp,
-    # DateTime,
     Duration,
     duration as mk_duration,
 )
@@ -69,7 +69,10 @@ from .api import (
     Contract,
     RequestError,
 )
-from ._util import data_reset_hack
+from ._util import (
+    data_reset_hack,
+    is_current_time_in_range,
+)
 from .symbols import get_mkt_info
 
 if TYPE_CHECKING:
@@ -184,7 +187,8 @@ async def open_history_client(
 
             if (
                 start_dt
-                and start_dt.timestamp() == 0
+                and
+                start_dt.timestamp() == 0
             ):
                 await tractor.pause()
 
@@ -203,14 +207,16 @@ async def open_history_client(
             ):
                 count += 1
                 mean += latency / count
-                print(
+                log.debug(
                     f'HISTORY FRAME QUERY LATENCY: {latency}\n'
                     f'mean: {mean}'
                 )
 
             # could be trying to retreive bars over weekend
             if out is None:
-                log.error(f"Can't grab bars starting at {end_dt}!?!?")
+                log.error(
+                    f"No bars starting at {end_dt!r} !?!?"
+                )
                 if (
                     end_dt
                     and head_dt
@@ -285,8 +291,9 @@ _pacing: str = (
 
 async def wait_on_data_reset(
     proxy: MethodProxy,
+
     reset_type: str = 'data',
-    timeout: float = 16, # float('inf'),
+    timeout: float = 16,
 
     task_status: TaskStatus[
         tuple[
@@ -295,29 +302,47 @@ async def wait_on_data_reset(
         ]
     ] = trio.TASK_STATUS_IGNORED,
 ) -> bool:
+    '''
+    Wait on a (global-ish) "data-farm" event to be emitted
+    by the IB api server.
 
-    # TODO: we might have to put a task lock around this
-    # method..
-    hist_ev = proxy.status_event(
+    Allows syncing to reconnect event-messages emitted on the API
+    console, such as:
+
+     - 'HMDS data farm connection is OK:ushmds'
+     - 'Market data farm is connecting:usfuture'
+     - 'Market data farm connection is OK:usfuture'
+
+     Deliver a `(cs, done: Event)` pair to the caller to support it
+     waiting or cancelling the associated "data-reset-request";
+     normally a manual data-reset-req is expected to be the cause and
+     thus trigger such events (such as our click-hack-magic from
+     `.ib._util`).
+
+    '''
+    # ?TODO, do we need a task-lock around this method?
+    #
+    # register for an API "status event" wrapped for `trio`-sync.
+    hist_ev: trio.Event = proxy.status_event(
         'HMDS data farm connection is OK:ushmds'
     )
-
-    # TODO: other event messages we might want to try and
-    # wait for but i wasn't able to get any of this
-    # reliable..
+    #
+    # ^TODO: other event-messages we might want to support waiting-for
+    # but i wasn't able to get reliable..
+    #
     # reconnect_start = proxy.status_event(
     #     'Market data farm is connecting:usfuture'
     # )
     # live_ev = proxy.status_event(
     #     'Market data farm connection is OK:usfuture'
     # )
+
     # try to wait on the reset event(s) to arrive, a timeout
     # will trigger a retry up to 6 times (for now).
     client: Client = proxy._aio_ns
 
     done = trio.Event()
     with trio.move_on_after(timeout) as cs:
-
         task_status.started((cs, done))
 
         log.warning(
@@ -396,8 +421,9 @@ async def get_bars(
     bool,  # timed out hint
 ]:
     '''
-    Retrieve historical data from a ``trio``-side task using
-    a ``MethoProxy``.
+    Request-n-retrieve historical data frames from a `trio.Task`
+    using a `MethoProxy` to query the `asyncio`-side's
+    `.ib.api.Client` methods.
 
     '''
     global _data_resetter_task, _failed_resets
@@ -587,7 +613,7 @@ async def get_bars(
                         data_cs.cancel()
 
                     # spawn new data reset task
-                    data_cs, reset_done = await nurse.start(
+                    data_cs, reset_done = await tn.start(
                         partial(
                             wait_on_data_reset,
                             proxy,
@@ -607,11 +633,14 @@ async def get_bars(
     # such that simultaneous symbol queries don't try data resettingn
     # too fast..
     unset_resetter: bool = False
-    async with trio.open_nursery() as nurse:
+    async with (
+        tractor.trionics.collapse_eg(),
+        trio.open_nursery() as tn
+    ):
 
         # start history request that we allow
         # to run indefinitely until a result is acquired
-        nurse.start_soon(query)
+        tn.start_soon(query)
 
         # start history reset loop which waits up to the timeout
         # for a result before triggering a data feed reset.
@@ -631,7 +660,7 @@ async def get_bars(
                 unset_resetter: bool = True
 
             # spawn new data reset task
-            data_cs, reset_done = await nurse.start(
+            data_cs, reset_done = await tn.start(
                 partial(
                     wait_on_data_reset,
                     proxy,
@@ -653,14 +682,12 @@ async def get_bars(
     )
 
 
+# per-actor cache of inter-eventloop-chans
 _quote_streams: dict[str, trio.abc.ReceiveStream] = {}
 
 
 async def _setup_quote_stream(
-
-    from_trio: asyncio.Queue,
-    to_trio: trio.abc.SendChannel,
-
+    chan: tractor.to_asyncio.LinkedTaskChannel,
     symbol: str,
     opts: tuple[int] = (
         '375',  # RT trade volume (excludes utrades)
@@ -678,10 +705,13 @@ async def _setup_quote_stream(
 
 ) -> trio.abc.ReceiveChannel:
     '''
-    Stream a ticker using the std L1 api.
+    Stream L1 quotes via the `Ticker.updateEvent.connect(push)`
+    callback API by registering a `push` callback which simply
+    `chan.send_nowait()`s quote msgs back to the calling
+    parent-`trio.Task`-side.
 
-    This task is ``asyncio``-side and must be called from
-    ``tractor.to_asyncio.open_channel_from()``.
+    NOTE, that this task-fn is run on the `asyncio.Task`-side ONLY
+    and is thus run via `tractor.to_asyncio.open_channel_from()`.
 
     '''
     global _quote_streams
@@ -689,37 +719,79 @@ async def _setup_quote_stream(
     async with load_aio_clients(
         disconnect_on_exit=False,
     ) as accts2clients:
-        caccount_name, client = get_preferred_data_client(accts2clients)
-        contract = contract or (await client.find_contract(symbol))
-        to_trio.send_nowait(contract)  # cuz why not
-        ticker: Ticker = client.ib.reqMktData(contract, ','.join(opts))
 
-        # NOTE: it's batch-wise and slow af but I guess could
-        # be good for backchecking? Seems to be every 5s maybe?
+        # XXX since this is an `asyncio.Task`, we must use
+        # tractor.pause_from_sync()
+
+        caccount_name, client = get_preferred_data_client(accts2clients)
+        contract = (
+            contract
+            or
+            (await client.find_contract(symbol))
+        )
+        chan.started_nowait(contract)  # cuz why not
+        ticker: Ticker = client.ib.reqMktData(
+            contract,
+            ','.join(opts),
+        )
+        maybe_exc: BaseException|None = None
+        handler_tries: int = 0
+        aio_task: asyncio.Task = asyncio.current_task()
+
+        # ?TODO? this API is batch-wise and quite slow-af but,
+        # - seems to be 5s updates?
+        # - maybe we could use it for backchecking?
+        #
         # ticker: Ticker = client.ib.reqTickByTickData(
         #     contract, 'Last',
         # )
 
-        # # define a simple queue push routine that streams quote packets
-        # # to trio over the ``to_trio`` memory channel.
-        # to_trio, from_aio = trio.open_memory_channel(2**8)  # type: ignore
+        # define a very naive queue-pushing callback that relays
+        # quote-packets directly the calling (parent) `trio.Task`.
+        # Ensure on teardown we cancel the feed via their cancel API.
+        #
         def teardown():
+            '''
+            Disconnect our `push`-er callback and cancel the data-feed
+            for `contract`.
+
+            '''
+            nonlocal maybe_exc
             ticker.updateEvent.disconnect(push)
-            log.error(f"Disconnected stream for `{symbol}`")
+            report: str = f'Disconnected mkt-data for {symbol!r} due to '
+            if maybe_exc is not None:
+                report += (
+                    'error,\n'
+                    f'{maybe_exc!r}\n'
+                )
+                log.error(report)
+            else:
+                report += (
+                    'cancellation.\n'
+                )
+                log.cancel(report)
+
             client.ib.cancelMktData(contract)
 
             # decouple broadcast mem chan
             _quote_streams.pop(symbol, None)
 
-        def push(t: Ticker) -> None:
-            """
-            Push quotes to trio task.
+        def push(
+            t: Ticker,
+            tries_before_raise: int = 6,
+        ) -> None:
+            '''
+            Push quotes verbatim to parent-side `trio.Task`.
 
-            """
-            # log.debug(t)
+            '''
+            nonlocal maybe_exc, handler_tries
+            # log.debug(f'new IB quote: {t}\n')
             try:
-                to_trio.send_nowait(t)
+                chan.send_nowait(t)
 
+                # XXX TODO XXX replicate in `tractor` tests
+                # as per `CancelledError`-handler notes below!
+                # assert 0
             except (
                 trio.BrokenResourceError,
 
@@ -734,35 +806,107 @@ async def _setup_quote_stream(
                 # resulting in tracebacks spammed to console..
                 # Manually do the dereg ourselves.
                 teardown()
-            except trio.WouldBlock:
-                # log.warning(
-                #     f'channel is blocking symbol feed for {symbol}?'
-                #     f'\n{to_trio.statistics}'
-                # )
-                pass
 
-            # except trio.WouldBlock:
-            #     # for slow debugging purposes to avoid clobbering prompt
-            #     # with log msgs
-            #     pass
+            # for slow debugging purposes to avoid clobbering prompt
+            # with log msgs
+            except trio.WouldBlock:
+                log.exception(
+                    f'Asyncio->Trio `chan.send_nowait()` blocked !?\n'
+                    f'\n'
+                    f'{chan._to_trio.statistics()}\n'
+                )
+
+            # ?TODO, handle re-connection attempts?
+            except BaseException as _berr:
+                berr = _berr
+                if handler_tries >= tries_before_raise:
+                    # breakpoint()
+                    maybe_exc = _berr
+                    # task.set_exception(berr)
+                    aio_task.cancel(msg=berr.args)
+                    raise berr
+                else:
+                    handler_tries += 1
+
+                log.exception(
+                    f'Failed to push ticker quote !?\n'
+                    f'handler_tries={handler_tries!r}\n'
+                    f'ticker: {t!r}\n'
+                    f'\n'
+                    f'{chan._to_trio.statistics()}\n'
+                    f'\n'
+                    f'CAUSE: {berr}\n'
+                )
+
 
         ticker.updateEvent.connect(push)
         try:
             await asyncio.sleep(float('inf'))
-        finally:
-            teardown()
 
-        # return from_aio
+            # XXX, for debug.. TODO? can we rm again?
+            #
+            # tractor.pause_from_sync()
+            # while True:
+            #     await asyncio.sleep(1.6)
+            #     if ticker.ticks:
+            #         log.debug(
+            #             f'ticker.ticks = \n'
+            #             f'{ticker.ticks}\n'
+            #         )
+            #     else:
+            #         log.warning(
+            #             'UHH no ticker.ticks ??'
+            #         )
+
+        # XXX TODO XXX !?!?
+        # apparently **without this handler** and the subsequent
+        # re-raising of `maybe_exc from _taskc` cancelling the
+        # `aio_task` from the `push()`-callback will cause a very
+        # strange chain of exc raising that breaks alll sorts of
+        # downstream callers, tasks and remote-actor tasks!?
+        #
+        # -[ ] we need some lowlevel reproducting tests to replicate
+        #      those worst-case scenarios in `tractor` core!!
+        # -[ ] likely we should factor-out the `tractor.to_asyncio`
+        #      attempts at workarounds in `.translate_aio_errors()`
+        #      for failed `asyncio.Task.set_exception()` to either
+        #      call `aio_task.cancel()` and/or
+        #      `aio_task._fut_waiter.set_exception()` to a re-useable
+        #      toolset in something like a `.to_asyncio._utils`??
+        #
+        except asyncio.CancelledError as _taskc:
+            if maybe_exc is not None:
+                raise maybe_exc from _taskc
+
+            raise _taskc
+
+        except BaseException as _berr:
+            # stash any crash cause for reporting in `teardown()`
+            maybe_exc = _berr
+            raise _berr
+
+        finally:
+            # always disconnect our `push()` and cancel the
+            # ib-"mkt-data-feed".
+            teardown()
 
 
 @acm
 async def open_aio_quote_stream(
-
     symbol: str,
     contract: Contract|None = None,
 
-) -> trio.abc.ReceiveStream:
+) -> (
+    trio.abc.Channel|  # iface
+    tractor.to_asyncio.LinkedTaskChannel  # actually
+):
+    '''
+    Open a real-time `Ticker` quote stream from an `asyncio.Task`
+    spawned via `tractor.to_asyncio.open_channel_from()`, deliver the
+    inter-event-loop channel to the `trio.Task` caller and cache it
+    globally for re-use.
 
+    '''
     from tractor.trionics import broadcast_receiver
     global _quote_streams
 
@@ -778,6 +922,7 @@ async def open_aio_quote_stream(
             yield from_aio
             return
 
+    from_aio: tractor.to_asyncio.LinkedTaskChannel
     async with tractor.to_asyncio.open_channel_from(
         _setup_quote_stream,
         symbol=symbol,
@@ -787,6 +932,10 @@ async def open_aio_quote_stream(
 
         assert contract
 
+        # TODO? de-reg on teardown of last consumer task?
+        # -> why aren't we using `.trionics.maybe_open_context()`
+        # here again?? (we are in `open_client_proxies()` tho?)
+        #
         # cache feed for later consumers
         _quote_streams[symbol] = from_aio
 
@@ -801,7 +950,12 @@ def normalize(
     calc_price: bool = False
 
 ) -> dict:
+    '''
+    Translate `ib_async`'s `Ticker.ticks` values to a `piker`
+    normalized `dict` form for transmit to downstream `.data` layer
+    consumers.
 
+    '''
     # check for special contract types
     con = ticker.contract
     fqme, calc_price = con2fqme(con)
@@ -820,7 +974,7 @@ def normalize(
 
             tbt = ticker.tickByTicks
             if tbt:
-                print(f'tickbyticks:\n {ticker.tickByTicks}')
+                log.info(f'tickbyticks:\n {ticker.tickByTicks}')
 
     ticker.ticks = new_ticks
 
@@ -856,27 +1010,39 @@ def normalize(
     return data
 
 
+# ?TODO? feels like this task-fn could be factored to reduce some
+# indentation levels?
+# -[ ] the reconnect while loop on ib-gw "data farm connection.."s
+# -[ ] everything embedded under the `async with aclosing(stream):`
+#     as the "meat" of the quote delivery once the connection is
+#     stable.
+#
 async def stream_quotes(
-
     send_chan: trio.abc.SendChannel,
     symbols: list[str],
     feed_is_live: trio.Event,
-    loglevel: str = None,
+
+    # TODO? we need to hook into the `ib_async` logger like
+    # we can with i3ipc from modden!
+    # loglevel: str|None = None,
 
     # startup sync
     task_status: TaskStatus[tuple[dict, dict]] = trio.TASK_STATUS_IGNORED,
 
 ) -> None:
     '''
-    Stream symbol quotes.
+    Stream `symbols[0]` quotes back via `send_chan`.
 
-    This is a ``trio`` callable routine meant to be invoked
-    once the brokerd is up.
+    The `feed_is_live: Event` is set to signal the caller that it can
+    begin processing msgs from the mem-chan.
 
     '''
     # TODO: support multiple subscriptions
-    sym = symbols[0]
-    log.info(f'request for real-time quotes: {sym}')
+    sym: str = symbols[0]
+    log.info(
+        f'request for real-time quotes\n'
+        f'sym: {sym!r}\n'
+    )
 
     init_msgs: list[FeedInit] = []
 
@@ -885,21 +1051,30 @@ async def stream_quotes(
     details: ibis.ContractDetails
     async with (
         open_data_client() as proxy,
-        # trio.open_nursery() as tn,
     ):
         mkt, details = await get_mkt_info(
             sym,
             proxy=proxy,  # passed to avoid implicit client load
         )
 
+        # is venue active rn?
+        venue_is_open: bool = any(
+            is_current_time_in_range(
+                start_dt=sesh.start,
+                end_dt=sesh.end,
+            )
+            for sesh in details.tradingSessions()
+        )
+
         init_msg = FeedInit(mkt_info=mkt)
 
+        # NOTE, tell sampler (via config) to skip vlm summing for dst
+        # assets which provide no vlm data..
         if mkt.dst.atype in {
             'fiat',
             'index',
             'commodity',
         }:
-            # tell sampler config that it shouldn't do vlm summing.
             init_msg.shm_write_opts['sum_tick_vlm'] = False
             init_msg.shm_write_opts['has_vlm'] = False
 
@@ -907,12 +1082,21 @@ async def stream_quotes(
 
         con: Contract = details.contract
         first_ticker: Ticker|None = None
-        with trio.move_on_after(1):
+
+        timeout: float = 1.6
+        with trio.move_on_after(timeout) as quote_cs:
             first_ticker: Ticker = await proxy.get_quote(
                 contract=con,
                 raise_on_timeout=False,
             )
 
+        # XXX should never happen with this ep right?
+        # but if so then, more then likely mkt is closed?
+        if quote_cs.cancelled_caught:
+            log.warning(
+                f'First quote req timed out after {timeout!r}s'
+            )
+
         if first_ticker:
             first_quote: dict = normalize(first_ticker)
 
@@ -924,28 +1108,27 @@ async def stream_quotes(
                 f'{pformat(first_quote)}\n'
             )
 
-        # NOTE: it might be outside regular trading hours for
-        # assets with "standard venue operating hours" so we
-        # only "pretend the feed is live" when the dst asset
-        # type is NOT within the NON-NORMAL-venue set: aka not
-        # commodities, forex or crypto currencies which CAN
-        # always return a NaN on a snap quote request during
-        # normal venue hours. In the case of a closed venue
-        # (equitiies, futes, bonds etc.) we at least try to
-        # grab the OHLC history.
-        if (
-            first_ticker
-            and
-            isnan(first_ticker.last)
-            # SO, if the last quote price value is NaN we ONLY
-            # "pretend to do" `feed_is_live.set()` if it's a known
-            # dst asset venue with a lot of closed operating hours.
-            and mkt.dst.atype not in {
-                'commodity',
-                'fiat',
-                'crypto',
-            }
-        ):
+        # XXX NOTE: whenever we're "outside regular trading hours"
+        # (only relevant for assets coming from the "legacy markets"
+        # space) so we basically (from an API/runtime-operational
+        # perspective) "pretend the feed is live" even if it's
+        # actually closed.
+        #
+        # IOW, we signal to the effective caller (task) that the live
+        # feed is "already up" but really we're just indicating that
+        # the OHLCV history can start being loaded immediately by the
+        # `piker.data`/`.tsp` layers.
+        #
+        # XXX, deats: the "pretend we're live" is just done by
+        # a `feed_is_live.set()` even though nothing is actually live
+        # Bp
+        if not venue_is_open:
+            log.warning(
+                f'Venue is closed, unable to establish real-time feed.\n'
+                f'mkt: {mkt!r}\n'
+                f'\n'
+                f'first_ticker: {first_ticker}\n'
+            )
             task_status.started((
                 init_msgs,
                 first_quote,
@@ -956,10 +1139,12 @@ async def stream_quotes(
             feed_is_live.set()
 
             # block and let data history backfill code run.
+            # XXX obvi given the venue is closed, we never expect feed
+            # to come up; a taskc should be the only way to
+            # terminate this task.
             await trio.sleep_forever()
-            return  # we never expect feed to come up?
 
-        # TODO: we should instead spawn a task that waits on a feed
+        # ?TODO, we could instead spawn a task that waits on a feed
         # to start and let it wait indefinitely..instead of this
         # hard coded stuff.
         # async def wait_for_first_quote():
@@ -983,21 +1168,25 @@ async def stream_quotes(
         )
         cs: trio.CancelScope|None = None
         startup: bool = True
+        iter_quotes: trio.abc.Channel
         while (
             startup
-            or cs.cancel_called
+            or
+            cs.cancel_called
         ):
             with trio.CancelScope() as cs:
                 async with (
-                    trio.open_nursery() as nurse,
+                    tractor.trionics.collapse_eg(),
+                    trio.open_nursery() as tn,
                     open_aio_quote_stream(
                         symbol=sym,
                         contract=con,
-                    ) as stream,
+                    ) as iter_quotes,
                 ):
+                    # ?TODO? can we rm this - particularly for `ib_async`?
                     # ugh, clear ticks since we've consumed them
                     # (ahem, ib_insync is stateful trash)
-                    first_ticker.ticks = []
+                    # first_ticker.ticks = []
 
                     # only on first entry at feed boot up
                     if startup:
@@ -1011,8 +1200,8 @@ async def stream_quotes(
                     # data feed event.
                     async def reset_on_feed():
 
-                        # TODO: this seems to be surpressed from the
-                        # traceback in ``tractor``?
+                        # ??TODO? this seems to be surpressed from the
+                        # traceback in `tractor`?
                         # assert 0
 
                         rt_ev = proxy.status_event(
@@ -1021,9 +1210,9 @@ async def stream_quotes(
                         await rt_ev.wait()
                         cs.cancel()  # cancel called should now be set
 
-                    nurse.start_soon(reset_on_feed)
+                    tn.start_soon(reset_on_feed)
 
-                    async with aclosing(stream):
+                    async with aclosing(iter_quotes):
                         # if syminfo.get('no_vlm', False):
                         if not init_msg.shm_write_opts['has_vlm']:
 
@@ -1038,25 +1227,27 @@ async def stream_quotes(
                             # wait for real volume on feed (trading might be
                             # closed)
                             while True:
-                                ticker = await stream.receive()
+                                ticker = await iter_quotes.receive()
 
                                 # for a real volume contract we rait for
                                 # the first "real" trade to take place
                                 if (
                                     # not calc_price
                                     # and not ticker.rtTime
-                                    not ticker.rtTime
+                                    False
+                                    # not ticker.rtTime
                                 ):
                                     # spin consuming tickers until we
                                     # get a real market datum
                                     log.debug(f"New unsent ticker: {ticker}")
                                     continue
+
                                 else:
                                     log.debug("Received first volume tick")
                                     # ugh, clear ticks since we've
                                     # consumed them (ahem, ib_insync is
                                     # truly stateful trash)
-                                    ticker.ticks = []
+                                    # ticker.ticks = []
 
                                     # XXX: this works because we don't use
                                     # ``aclosing()`` above?
@@ -1066,15 +1257,24 @@ async def stream_quotes(
                             log.debug(f"First ticker received {quote}")
 
                         # tell data-layer spawner-caller that live
-                        # quotes are now streaming.
+                        # quotes are now active desptie not having
+                        # necessarily received a first vlm/clearing
+                        # tick.
+                        ticker = await iter_quotes.receive()
                         feed_is_live.set()
+                        fqme: str = quote['fqme']
+                        await send_chan.send({fqme: quote})
 
                         # last = time.time()
-                        async for ticker in stream:
+                        async for ticker in iter_quotes:
                             quote = normalize(ticker)
-                            fqme = quote['fqme']
+                            fqme: str = quote['fqme']
+                            log.debug(
+                                f'Sending quote\n'
+                                f'{quote}'
+                            )
                             await send_chan.send({fqme: quote})
 
                             # ugh, clear ticks since we've consumed them
-                            ticker.ticks = []
+                            # ticker.ticks = []
                             # last = time.time()

piker/brokers/kraken/api.py

@@ -34,6 +34,7 @@ import urllib.parse
 import hashlib
 import hmac
 import base64
+import tractor
 import trio
 
 from piker import config
@@ -372,8 +373,7 @@ class Client:
         #     1658347714, 'status': 'Success'}]}
 
         if xfers:
-            import tractor
-            await tractor.pp()
+            await tractor.pause()
 
         trans: dict[str, Transaction] = {}
         for entry in xfers:
@@ -501,6 +501,7 @@ class Client:
             for xkey, data in resp['result'].items():
 
                 # NOTE: always cache in pairs tables for faster lookup
+                with tractor.devx.maybe_open_crash_handler(): # as bxerr:
                     pair = Pair(xname=xkey, **data)
 
                 # register the above `Pair` structs for all

piker/brokers/kraken/broker.py

@@ -175,9 +175,8 @@ async def handle_order_requests(
 
             case {
                 'account': 'kraken.spot' as account,
-                'action': action,
-            } if action in {'buy', 'sell'}:
-
+                'action': 'buy'|'sell',
+            }:
                 # validate
                 order = BrokerdOrder(**msg)
 
@@ -262,6 +261,12 @@ async def handle_order_requests(
                 } | extra
 
                 log.info(f'Submitting WS order request:\n{pformat(req)}')
+
+                # NOTE HOWTO, debug order requests
+                #
+                # if 'XRP' in pair:
+                #     await tractor.pause()
+
                 await ws.send_msg(req)
 
                 # placehold for sanity checking in relay loop
@@ -544,7 +549,7 @@ async def open_trade_dialog(
             # to be reloaded.
             balances: dict[str, float] = await client.get_balances()
 
-            verify_balances(
+            await verify_balances(
                 acnt,
                 src_fiat,
                 balances,
@@ -1085,6 +1090,8 @@ async def handle_order_updates(
                         f'Failed to {action} order {reqid}:\n'
                         f'{errmsg}'
                     )
+                    # if tractor._state.debug_mode():
+                    #     await tractor.pause()
 
                     symbol: str = 'N/A'
                     if chain := apiflows.get(reqid):

piker/brokers/kraken/symbols.py

@@ -21,7 +21,6 @@ Symbology defs and search.
 from decimal import Decimal
 
 import tractor
-from rapidfuzz import process as fuzzy
 
 from piker._cacheables import (
     async_lifo_cache,
@@ -41,8 +40,13 @@ from piker.accounting._mktinfo import (
 )
 
 
-# https://www.kraken.com/features/api#get-tradable-pairs
 class Pair(Struct):
+    '''
+    A tradable asset pair as schema-defined by,
+
+    https://docs.kraken.com/api/docs/rest-api/get-tradable-asset-pairs
+
+    '''
     xname: str  # idiotic bs_mktid equiv i guess?
     altname: str  # alternate pair name
     wsname: str  # WebSocket pair name (if available)
@@ -53,7 +57,6 @@ class Pair(Struct):
     lot: str  # volume lot size
 
     cost_decimals: int
-    costmin: float
     pair_decimals: int  # scaling decimal places for pair
     lot_decimals: int  # scaling decimal places for volume
 
@@ -79,6 +82,7 @@ class Pair(Struct):
     tick_size: float  # min price step size
     status: str
 
+    costmin: str|None = None  # XXX, only some mktpairs?
     short_position_limit: float = 0
     long_position_limit: float = float('inf')
 

piker/brokers/questrade.py

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