nautilus_tardis/
replay.rs

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
447
448
449
450
451
452
453
454
455
456
457
458
459
460
461
462
463
464
465
466
467
468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
483
484
485
486
487
488
489
490
491
492
493
494
495
496
497
498
499
500
501
502
503
504
505
506
507
508
509
510
511
512
513
514
515
516
517
518
// -------------------------------------------------------------------------------------------------
//  Copyright (C) 2015-2024 Nautech Systems Pty Ltd. All rights reserved.
//  https://nautechsystems.io
//
//  Licensed under the GNU Lesser General Public License Version 3.0 (the "License");
//  You may not use this file except in compliance with the License.
//  You may obtain a copy of the License at https://www.gnu.org/licenses/lgpl-3.0.en.html
//
//  Unless required by applicable law or agreed to in writing, software
//  distributed under the License is distributed on an "AS IS" BASIS,
//  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
//  See the License for the specific language governing permissions and
//  limitations under the License.
// -------------------------------------------------------------------------------------------------

use std::{
    collections::HashMap,
    fs,
    path::{Path, PathBuf},
};

use arrow::array::RecordBatch;
use chrono::{DateTime, Duration, NaiveDate};
use futures_util::{future::join_all, pin_mut, StreamExt};
use heck::ToSnakeCase;
use nautilus_core::{nanos::UnixNanos, parsing::precision_from_str};
use nautilus_model::{
    data::{
        bar::{Bar, BarType},
        delta::OrderBookDelta,
        deltas::OrderBookDeltas_API,
        depth::OrderBookDepth10,
        quote::QuoteTick,
        trade::TradeTick,
        Data,
    },
    identifiers::InstrumentId,
};
use nautilus_serialization::{
    arrow::{
        bars_to_arrow_record_batch_bytes, order_book_deltas_to_arrow_record_batch_bytes,
        order_book_depth10_to_arrow_record_batch_bytes, quote_ticks_to_arrow_record_batch_bytes,
        trade_ticks_to_arrow_record_batch_bytes,
    },
    parquet::write_batch_to_parquet,
};
use thousands::Separable;
use ustr::Ustr;

use super::{
    enums::Exchange,
    http::types::{InstrumentInfo, Response},
};
use crate::{
    config::TardisReplayConfig,
    http::TardisHttpClient,
    machine::{types::InstrumentMiniInfo, TardisMachineClient},
    parse::{normalize_instrument_id, parse_instrument_id},
};

struct DateCursor {
    /// Cursor date UTC.
    date_utc: NaiveDate,
    /// Cursor end timestamp UNIX nanoseconds.
    end_ns: UnixNanos,
}

impl DateCursor {
    /// Creates a new [`DateCursor`] instance.
    fn new(current_ns: UnixNanos) -> Self {
        let current_utc = DateTime::from_timestamp_nanos(current_ns.as_i64());
        let date_utc = current_utc.date_naive();

        // Calculate end of the current UTC day
        // SAFETY: Known safe input values
        let end_utc =
            date_utc.and_hms_opt(23, 59, 59).unwrap() + Duration::nanoseconds(999_999_999);
        let end_ns = UnixNanos::from(end_utc.and_utc().timestamp_nanos_opt().unwrap() as u64);

        Self { date_utc, end_ns }
    }
}

async fn gather_instruments_info(
    config: &TardisReplayConfig,
    http_client: &TardisHttpClient,
) -> HashMap<Exchange, Vec<InstrumentInfo>> {
    let futures = config.options.iter().map(|options| {
        let exchange = options.exchange.clone();
        let client = &http_client;

        tracing::info!("Requesting instruments for {exchange}");

        async move {
            match client.instruments_info(exchange.clone()).await {
                Ok(Response::Success(instruments)) => Some((exchange, instruments)),
                Ok(Response::Error { code, message }) => {
                    tracing::error!(
                        "Error fetching instruments for {exchange}: [{code}] {message}",
                    );
                    None
                }
                Err(e) => {
                    tracing::error!("Error fetching instruments for {exchange}: {e}");
                    None
                }
            }
        }
    });

    let results: Vec<(Exchange, Vec<InstrumentInfo>)> =
        join_all(futures).await.into_iter().flatten().collect();

    tracing::info!("Received all instruments");

    results.into_iter().collect()
}

pub async fn run_tardis_machine_replay_from_config(config_filepath: &Path) -> anyhow::Result<()> {
    tracing::info!("Starting replay");
    tracing::info!("Config filepath: {}", config_filepath.display());

    let config_data = fs::read_to_string(config_filepath).expect("Failed to read config file");
    let config: TardisReplayConfig =
        serde_json::from_str(&config_data).expect("Failed to parse config JSON");

    let path = config
        .output_path
        .as_deref()
        .map(Path::new)
        .map(Path::to_path_buf)
        .or_else(|| {
            std::env::var("NAUTILUS_CATALOG_PATH")
                .ok()
                .map(|env_path| PathBuf::from(env_path).join("data"))
        })
        .unwrap_or_else(|| std::env::current_dir().expect("Failed to get current directory"));

    tracing::info!("Output path: {}", path.display());

    let normalize_symbols = config.normalize_symbols.unwrap_or(true);
    tracing::info!("normalize_symbols={normalize_symbols}");

    let http_client = TardisHttpClient::new(None, None, None, normalize_symbols)?;
    let mut machine_client =
        TardisMachineClient::new(config.tardis_ws_url.as_deref(), normalize_symbols)?;

    let info_map = gather_instruments_info(&config, &http_client).await;

    for (exchange, instruments) in &info_map {
        for inst in instruments {
            let instrument_type = inst.instrument_type.clone();
            let price_precision = precision_from_str(&inst.price_increment.to_string());
            let size_precision = precision_from_str(&inst.amount_increment.to_string());

            let instrument_id = if normalize_symbols {
                normalize_instrument_id(exchange, &inst.id, instrument_type, inst.inverse)
            } else {
                parse_instrument_id(exchange, &inst.id)
            };

            let info = InstrumentMiniInfo::new(
                instrument_id,
                Some(Ustr::from(&inst.id)),
                exchange.clone(),
                price_precision,
                size_precision,
            );
            machine_client.add_instrument_info(info);
        }
    }

    tracing::info!("Starting tardis-machine stream");
    let stream = machine_client.replay(config.options).await;
    pin_mut!(stream);

    // Initialize date cursors
    let mut deltas_cursors: HashMap<InstrumentId, DateCursor> = HashMap::new();
    let mut depths_cursors: HashMap<InstrumentId, DateCursor> = HashMap::new();
    let mut quotes_cursors: HashMap<InstrumentId, DateCursor> = HashMap::new();
    let mut trades_cursors: HashMap<InstrumentId, DateCursor> = HashMap::new();
    let mut bars_cursors: HashMap<BarType, DateCursor> = HashMap::new();

    // Initialize date collection maps
    let mut deltas_map: HashMap<InstrumentId, Vec<OrderBookDelta>> = HashMap::new();
    let mut depths_map: HashMap<InstrumentId, Vec<OrderBookDepth10>> = HashMap::new();
    let mut quotes_map: HashMap<InstrumentId, Vec<QuoteTick>> = HashMap::new();
    let mut trades_map: HashMap<InstrumentId, Vec<TradeTick>> = HashMap::new();
    let mut bars_map: HashMap<BarType, Vec<Bar>> = HashMap::new();

    let mut msg_count = 0;

    while let Some(msg) = stream.next().await {
        match msg {
            Data::Deltas(msg) => {
                handle_deltas_msg(msg, &mut deltas_map, &mut deltas_cursors, &path);
            }
            Data::Depth10(msg) => {
                handle_depth10_msg(msg, &mut depths_map, &mut depths_cursors, &path);
            }
            Data::Quote(msg) => handle_quote_msg(msg, &mut quotes_map, &mut quotes_cursors, &path),
            Data::Trade(msg) => handle_trade_msg(msg, &mut trades_map, &mut trades_cursors, &path),
            Data::Bar(msg) => handle_bar_msg(msg, &mut bars_map, &mut bars_cursors, &path),
            Data::Delta(_) => panic!("Individual delta message not implemented (or required)"),
        }

        msg_count += 1;
        if msg_count % 100_000 == 0 {
            tracing::debug!("Processed {} messages", msg_count.separate_with_commas());
        }
    }

    // Naively iterate through every remaining type and instrument sequentially

    for (instrument_id, deltas) in deltas_map {
        let cursor = deltas_cursors.get(&instrument_id).expect("Expected cursor");
        batch_and_write_deltas(deltas, &instrument_id, cursor.date_utc, &path);
    }

    for (instrument_id, depths) in depths_map {
        let cursor = depths_cursors.get(&instrument_id).expect("Expected cursor");
        batch_and_write_depths(depths, &instrument_id, cursor.date_utc, &path);
    }

    for (instrument_id, quotes) in quotes_map {
        let cursor = quotes_cursors.get(&instrument_id).expect("Expected cursor");
        batch_and_write_quotes(quotes, &instrument_id, cursor.date_utc, &path);
    }

    for (instrument_id, trades) in trades_map {
        let cursor = trades_cursors.get(&instrument_id).expect("Expected cursor");
        batch_and_write_trades(trades, &instrument_id, cursor.date_utc, &path);
    }

    for (bar_type, bars) in bars_map {
        let cursor = bars_cursors.get(&bar_type).expect("Expected cursor");
        batch_and_write_bars(bars, &bar_type, cursor.date_utc, &path);
    }

    tracing::info!(
        "Replay completed after {} messages",
        msg_count.separate_with_commas()
    );
    Ok(())
}

fn handle_deltas_msg(
    deltas: OrderBookDeltas_API,
    map: &mut HashMap<InstrumentId, Vec<OrderBookDelta>>,
    cursors: &mut HashMap<InstrumentId, DateCursor>,
    path: &Path,
) {
    let cursor = cursors
        .entry(deltas.instrument_id)
        .or_insert_with(|| DateCursor::new(deltas.ts_init));

    if deltas.ts_init > cursor.end_ns {
        if let Some(deltas_vec) = map.remove(&deltas.instrument_id) {
            batch_and_write_deltas(deltas_vec, &deltas.instrument_id, cursor.date_utc, path);
        };
        // Update cursor
        *cursor = DateCursor::new(deltas.ts_init);
    }

    map.entry(deltas.instrument_id)
        .or_insert_with(|| Vec::with_capacity(1_000_000))
        .extend(&*deltas.deltas);
}

fn handle_depth10_msg(
    depth10: OrderBookDepth10,
    map: &mut HashMap<InstrumentId, Vec<OrderBookDepth10>>,
    cursors: &mut HashMap<InstrumentId, DateCursor>,
    path: &Path,
) {
    let cursor = cursors
        .entry(depth10.instrument_id)
        .or_insert_with(|| DateCursor::new(depth10.ts_init));

    if depth10.ts_init > cursor.end_ns {
        if let Some(depths_vec) = map.remove(&depth10.instrument_id) {
            batch_and_write_depths(depths_vec, &depth10.instrument_id, cursor.date_utc, path);
        };
        // Update cursor
        *cursor = DateCursor::new(depth10.ts_init);
    }

    map.entry(depth10.instrument_id)
        .or_insert_with(|| Vec::with_capacity(1_000_000))
        .push(depth10);
}

fn handle_quote_msg(
    quote: QuoteTick,
    map: &mut HashMap<InstrumentId, Vec<QuoteTick>>,
    cursors: &mut HashMap<InstrumentId, DateCursor>,
    path: &Path,
) {
    let cursor = cursors
        .entry(quote.instrument_id)
        .or_insert_with(|| DateCursor::new(quote.ts_init));

    if quote.ts_init > cursor.end_ns {
        if let Some(quotes_vec) = map.remove(&quote.instrument_id) {
            batch_and_write_quotes(quotes_vec, &quote.instrument_id, cursor.date_utc, path);
        };
        // Update cursor
        *cursor = DateCursor::new(quote.ts_init);
    }

    map.entry(quote.instrument_id)
        .or_insert_with(|| Vec::with_capacity(1_000_000))
        .push(quote);
}

fn handle_trade_msg(
    trade: TradeTick,
    map: &mut HashMap<InstrumentId, Vec<TradeTick>>,
    cursors: &mut HashMap<InstrumentId, DateCursor>,
    path: &Path,
) {
    let cursor = cursors
        .entry(trade.instrument_id)
        .or_insert_with(|| DateCursor::new(trade.ts_init));

    if trade.ts_init > cursor.end_ns {
        if let Some(trades_vec) = map.remove(&trade.instrument_id) {
            batch_and_write_trades(trades_vec, &trade.instrument_id, cursor.date_utc, path);
        };
        // Update cursor
        *cursor = DateCursor::new(trade.ts_init);
    }

    map.entry(trade.instrument_id)
        .or_insert_with(|| Vec::with_capacity(1_000_000))
        .push(trade);
}

fn handle_bar_msg(
    bar: Bar,
    map: &mut HashMap<BarType, Vec<Bar>>,
    cursors: &mut HashMap<BarType, DateCursor>,
    path: &Path,
) {
    let cursor = cursors
        .entry(bar.bar_type)
        .or_insert_with(|| DateCursor::new(bar.ts_init));

    if bar.ts_init > cursor.end_ns {
        if let Some(bars_vec) = map.remove(&bar.bar_type) {
            batch_and_write_bars(bars_vec, &bar.bar_type, cursor.date_utc, path);
        };
        // Update cursor
        *cursor = DateCursor::new(bar.ts_init);
    }

    map.entry(bar.bar_type)
        .or_insert_with(|| Vec::with_capacity(1_000_000))
        .push(bar);
}

fn batch_and_write_deltas(
    deltas: Vec<OrderBookDelta>,
    instrument_id: &InstrumentId,
    date: NaiveDate,
    path: &Path,
) {
    let typename = stringify!(OrderBookDeltas);
    match order_book_deltas_to_arrow_record_batch_bytes(deltas) {
        Ok(batch) => write_batch(batch, typename, instrument_id, date, path),
        Err(e) => {
            tracing::error!("Error converting `{typename}` to Arrow: {e:?}",);
        }
    };
}

fn batch_and_write_depths(
    depths: Vec<OrderBookDepth10>,
    instrument_id: &InstrumentId,
    date: NaiveDate,
    path: &Path,
) {
    let typename = stringify!(OrderBookDepth10);
    match order_book_depth10_to_arrow_record_batch_bytes(depths) {
        Ok(batch) => write_batch(batch, typename, instrument_id, date, path),
        Err(e) => {
            tracing::error!("Error converting `{typename}` to Arrow: {e:?}",);
        }
    };
}

fn batch_and_write_quotes(
    quotes: Vec<QuoteTick>,
    instrument_id: &InstrumentId,
    date: NaiveDate,
    path: &Path,
) {
    let typename = stringify!(QuoteTick);
    match quote_ticks_to_arrow_record_batch_bytes(quotes) {
        Ok(batch) => write_batch(batch, typename, instrument_id, date, path),
        Err(e) => {
            tracing::error!("Error converting `{typename}` to Arrow: {e:?}",);
        }
    };
}

fn batch_and_write_trades(
    trades: Vec<TradeTick>,
    instrument_id: &InstrumentId,
    date: NaiveDate,
    path: &Path,
) {
    let typename = stringify!(TradeTick);
    match trade_ticks_to_arrow_record_batch_bytes(trades) {
        Ok(batch) => write_batch(batch, typename, instrument_id, date, path),
        Err(e) => {
            tracing::error!("Error converting `{typename}` to Arrow: {e:?}",);
        }
    };
}

fn batch_and_write_bars(bars: Vec<Bar>, bar_type: &BarType, date: NaiveDate, path: &Path) {
    let typename = stringify!(Bar);
    let batch = match bars_to_arrow_record_batch_bytes(bars) {
        Ok(batch) => batch,
        Err(e) => {
            tracing::error!("Error converting `{typename}` to Arrow: {e:?}");
            return;
        }
    };

    let filepath = path.join(parquet_filepath_bars(bar_type, date));
    match write_batch_to_parquet(&batch, &filepath, None) {
        Ok(()) => tracing::info!("File written: {}", filepath.display()),
        Err(e) => tracing::error!("Error writing {}: {e:?}", filepath.display()),
    }
}

fn parquet_filepath(typename: &str, instrument_id: &InstrumentId, date: NaiveDate) -> PathBuf {
    let typename = typename.to_snake_case();
    let instrument_id_str = instrument_id.to_string().replace('/', "");
    let date_str = date.to_string().replace('-', "");
    PathBuf::new()
        .join(typename)
        .join(instrument_id_str)
        .join(format!("{date_str}.parquet"))
}

fn parquet_filepath_bars(bar_type: &BarType, date: NaiveDate) -> PathBuf {
    let bar_type_str = bar_type.to_string().replace('/', "");
    let date_str = date.to_string().replace('-', "");
    PathBuf::new()
        .join("bar")
        .join(bar_type_str)
        .join(format!("{date_str}.parquet"))
}

fn write_batch(
    batch: RecordBatch,
    typename: &str,
    instrument_id: &InstrumentId,
    date: NaiveDate,
    path: &Path,
) {
    let filepath = path.join(parquet_filepath(typename, instrument_id, date));
    match write_batch_to_parquet(&batch, &filepath, None) {
        Ok(()) => tracing::info!("File written: {}", filepath.display()),
        Err(e) => tracing::error!("Error writing {}: {e:?}", filepath.display()),
    }
}

///////////////////////////////////////////////////////////////////////////////////////////////////
// Tests
///////////////////////////////////////////////////////////////////////////////////////////////////
#[cfg(test)]
mod tests {
    use chrono::{TimeZone, Utc};
    use rstest::rstest;

    use super::*;

    #[rstest]
    #[case(
    // Start of day: 2024-01-01 00:00:00 UTC
    Utc.with_ymd_and_hms(2024, 1, 1, 0, 0, 0).unwrap().timestamp_nanos_opt().unwrap() as u64,
    NaiveDate::from_ymd_opt(2024, 1, 1).unwrap(),
    Utc.with_ymd_and_hms(2024, 1, 1, 23, 59, 59).unwrap().timestamp_nanos_opt().unwrap() as u64 + 999_999_999
)]
    #[case(
    // Midday: 2024-01-01 12:00:00 UTC
    Utc.with_ymd_and_hms(2024, 1, 1, 12, 0, 0).unwrap().timestamp_nanos_opt().unwrap() as u64,
    NaiveDate::from_ymd_opt(2024, 1, 1).unwrap(),
    Utc.with_ymd_and_hms(2024, 1, 1, 23, 59, 59).unwrap().timestamp_nanos_opt().unwrap() as u64 + 999_999_999
)]
    #[case(
    // End of day: 2024-01-01 23:59:59.999999999 UTC
    Utc.with_ymd_and_hms(2024, 1, 1, 23, 59, 59).unwrap().timestamp_nanos_opt().unwrap() as u64 + 999_999_999,
    NaiveDate::from_ymd_opt(2024, 1, 1).unwrap(),
    Utc.with_ymd_and_hms(2024, 1, 1, 23, 59, 59).unwrap().timestamp_nanos_opt().unwrap() as u64 + 999_999_999
)]
    #[case(
    // Start of new day: 2024-01-02 00:00:00 UTC
    Utc.with_ymd_and_hms(2024, 1, 2, 0, 0, 0).unwrap().timestamp_nanos_opt().unwrap() as u64,
    NaiveDate::from_ymd_opt(2024, 1, 2).unwrap(),
    Utc.with_ymd_and_hms(2024, 1, 2, 23, 59, 59).unwrap().timestamp_nanos_opt().unwrap() as u64 + 999_999_999
)]
    fn test_date_cursor(
        #[case] timestamp: u64,
        #[case] expected_date: NaiveDate,
        #[case] expected_end_ns: u64,
    ) {
        let unix_nanos = UnixNanos::from(timestamp);
        let cursor = DateCursor::new(unix_nanos);

        assert_eq!(cursor.date_utc, expected_date);
        assert_eq!(cursor.end_ns, UnixNanos::from(expected_end_ns));
    }
}