lumibot 4.2.7__py3-none-any.whl → 4.2.10__py3-none-any.whl

{lumibot-4.2.7.dist-info → lumibot-4.2.10.dist-info}/RECORD

@@ -19,7 +19,7 @@ lumibot/backtesting/yahoo_backtesting.py,sha256=LT2524mGlrUSq1YSRnUqGW4-Xcq4USgR
 lumibot/brokers/__init__.py,sha256=MGWKHeH3mqseYRL7u-KX1Jp2x9EaFO4Ol8sfNSxzu1M,404
 lumibot/brokers/alpaca.py,sha256=VQ17idfqiEFb2JCqqdMGmbvF789L7_PpsCbudiFRzmg,61595
 lumibot/brokers/bitunix.py,sha256=hwcYC4goXsukSHSevb9W5irJz2lJt5tSgK2X5S0VyUs,34555
-lumibot/brokers/broker.py,sha256=01cBrBjeiQGT9LMdZ2EgrSYT-xyoKz9JhVZkQQr1QxU,71951
+lumibot/brokers/broker.py,sha256=yCKQluRh52SGLWT3-41YQ8uO4GFS3M-AE1PzgWPfYpk,73249
 lumibot/brokers/ccxt.py,sha256=9F8YeEF9HBRGgcwJ9WTSb2pKRXlh_zUj-CeA1j4K77w,31434
 lumibot/brokers/example_broker.py,sha256=mjfBaPU8kJvLwigMKczSeFcmPYQIB5L1CkqvNGnvat4,8661
 lumibot/brokers/interactive_brokers.py,sha256=qOTvOLOk01_LnF7B-t_5gtmuDtXitqV_WUkAZYFdRLw,60526
@@ -28,7 +28,7 @@ lumibot/brokers/projectx.py,sha256=JT7ysIQ4ek-yZdNrmuZYA6aKZMinSh1GnraetDrsjh0,7
 lumibot/brokers/schwab.py,sha256=eiBEm-WXtzMZQhY1eyErNazkso8ONqJFtGNIcxdDOHE,91486
 lumibot/brokers/tradeovate.py,sha256=NBGw79aWWL0JlNF34EAJQ5dfB3HkiGuWhuSVQ5yg1ZI,22091
 lumibot/brokers/tradier.py,sha256=E45lj4LV-lrF3mKgtZtoYDXoetgbnFlsmYb5HI7bgbM,50863
-lumibot/brokers/tradovate.py,sha256=8YaadpvoJyA-IkK6BCENLvCRfYSMnG-uTxkvDB2Sd94,38668
+lumibot/brokers/tradovate.py,sha256=88T0578ALiWfE7kB2axJj9Uy2vHX95OS4k89n4m-lbo,61998
 lumibot/components/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 lumibot/components/configs_helper.py,sha256=e4-2jBmjsIDeMQ9fbQ9j2U6WlHCe2z9bIQtJNlP_iEs,3066
 lumibot/components/drift_rebalancer_logic.py,sha256=KL1S9Su5gxibGzl2fw_DH8StzXvjFfFl23sOFGHgIZI,28653
@@ -48,7 +48,7 @@ lumibot/data_sources/data_source.py,sha256=TrOlzYGrwc8PGru0c0DFK5DkoAc9Q0GrIzWce
 lumibot/data_sources/data_source_backtesting.py,sha256=PPlfhuYzaqjs9IkS8CXMSBwgB4oEHoi6u3hWqjSiqCc,9619
 lumibot/data_sources/databento_data.py,sha256=PIv0SWB6WJbu9sfxfuifXXKjDFuuiSVJMzgORal8K0Y,332
 lumibot/data_sources/databento_data_pandas.py,sha256=H4T53OGZi1ymzMKW0F-BES9DIGFG7BLDW5iV_zeUaYA,16293
-lumibot/data_sources/databento_data_polars.py,sha256=uPzhHHKdF-tavo6mzgdab75n4ixPpNkPfA6e8AVgbvE,36670
+lumibot/data_sources/databento_data_polars.py,sha256=9PqJ3OG9z_dKxRnCUzjWpvit5XPSJGhPSxExvVx-9L0,36790
 lumibot/data_sources/databento_data_polars_backtesting.py,sha256=0YA8O7qe8aTxdFcc9ALhUZSHUJH70PnNG0eK1ZpLZt0,25864
 lumibot/data_sources/databento_data_polars_live.py,sha256=NJc1nHU6P94uUZQWtQ0z5-bi1SRKCkW4-yCFmwZ5FDI,36479
 lumibot/data_sources/example_broker_data.py,sha256=WkCc3rLyOOI4GzLptUwhqeFRkEWQsM4y3tdzUbHPfik,2066
@@ -67,7 +67,7 @@ lumibot/data_sources/tradovate_data.py,sha256=TY1MCXVTqiJTAYKN_5oinFHuvn4q6P5Re1
 lumibot/data_sources/yahoo_data.py,sha256=dFgsUNEhLDY_Erimeczuz2LLrIB3abPPFJay6E9Czig,19132
 lumibot/data_sources/yahoo_data_polars.py,sha256=0JB7RFoaoVS4JKLegT_kXxbVOLP3MlXRgeqrqCoiw2o,14244
 lumibot/entities/__init__.py,sha256=-zmHEFGc5TfOl0CqHKOGUrSfnL_UZArW94r7HpJrc2Q,637
-lumibot/entities/asset.py,sha256=BwpgKjXpx5NGOb_aF34ZSvxZVN11SUQ0MW-GYAGozC4,28643
+lumibot/entities/asset.py,sha256=VlW4iNW0ab6zCEIjx-SOWeNMh2ud1vVkOWDgfRiyuzY,29046
 lumibot/entities/bar.py,sha256=_2gFtBzdbNPassLf1SU9J1mYKCZDner2h52qHl8e0oA,6003
 lumibot/entities/bars.py,sha256=N5N6ouQdX8-w2h1sstXMczNUNdM6d12YukmqUgmxTQ4,24506
 lumibot/entities/chains.py,sha256=4P42AUtoPrRQHnPVj-g6mJ5W2nVf17ju3gXdavZcVyk,6281
@@ -106,7 +106,7 @@ lumibot/resources/conf.yaml,sha256=rjB9-10JP7saZ_edjX5bQDGfuc3amOQTUUUr-UiMpNA,5
 lumibot/strategies/__init__.py,sha256=jEZ95K5hG0f595EXYKWwL2_UsnWWk5Pug361PK2My2E,79
 lumibot/strategies/_strategy.py,sha256=3Z2MPz3jYgJdAphaFyoEI5OUs_6ClAJgRCrLWy-b2sg,111718
 lumibot/strategies/session_manager.py,sha256=Nze6UYNSPlCsf-tyHvtFqUeL44WSNHjwsKrIepvsyCY,12956
-lumibot/strategies/strategy.py,sha256=toPeL5oIVWmCxBNcfXqIuTCF_EeCfIVj425PrSYImCo,170021
+lumibot/strategies/strategy.py,sha256=UKZdwiHKEKwRL7SOefskGUt6UZ9wcLAuSixKSnJUmCc,172351
 lumibot/strategies/strategy_executor.py,sha256=AnmXlKD2eMgKXs3TrD1u8T_Zsn_8GnG5KRcM_Pq-JBQ,70749
 lumibot/tools/__init__.py,sha256=oRRoK2NBkfnc0kueAfY0HrWVKgzRBO1hlglVMR4jr5M,1501
 lumibot/tools/alpaca_helpers.py,sha256=nhBS-sv28lZfIQ85szC9El8VHLrCw5a5KbsGOOEjm6w,3147
@@ -114,12 +114,12 @@ lumibot/tools/backtest_cache.py,sha256=A-Juzu0swZI_FP4U7cd7ruYTgJYgV8BPf_WJDI-Nt
 lumibot/tools/bitunix_helpers.py,sha256=-UzrN3w_Y-Ckvhl7ZBoAcx7sgb6tH0KcpVph1Ovm3gw,25780
 lumibot/tools/black_scholes.py,sha256=TBjJuDTudvqsbwqSb7-zb4gXsJBCStQFaym8xvePAjw,25428
 lumibot/tools/ccxt_data_store.py,sha256=PlP3MHPHZP7GisEZsk1OUxeWijoPXwiQbsOBTr7jkQI,21227
-lumibot/tools/databento_helper.py,sha256=WBuQCm9Z7WFpde8qdsJEabtpU0ThGsjjPeK7BI2pUVA,43681
-lumibot/tools/databento_helper_polars.py,sha256=FXvvES_Y-E-IzAmVBtquh1UtQ-eN6i6BEoflcP7y8s0,48674
+lumibot/tools/databento_helper.py,sha256=Tvljv-IZ9xZFFTcr91qkegLiYv8SFxCXrQV2MJMABy8,44493
+lumibot/tools/databento_helper_polars.py,sha256=mr8gaUwtGu9uPh7v9syXkSbodEEsqBxzIMPoPAHtfR0,50272
 lumibot/tools/databento_roll.py,sha256=48HAw3h6OngCK4UTl9ifpjo-ki8qmB6OoJUrHp0gRmE,6767
 lumibot/tools/debugers.py,sha256=ga6npFsS9cpKtTXaygh9t2_txCElg3bfzfeqDBvSL8k,485
 lumibot/tools/decorators.py,sha256=gokLv6s37C1cnbnFSVOUc4RaVJ5aMTU2C344Vvi3ycs,2275
-lumibot/tools/futures_roll.py,sha256=k_c7X5bYuBX7_0vBdix8-RXjkvvC6RX9CJOFf6vweCE,7307
+lumibot/tools/futures_roll.py,sha256=97xSI32Yko8jqOcTWl-XG-jdSMAgJCd02c7chjfas_w,8870
 lumibot/tools/futures_symbols.py,sha256=hFV02dk9cKucdaFOQAiQrlS15AJzdZ0qCuzVn7PfoPg,7851
 lumibot/tools/helpers.py,sha256=Q459K0aQGUME2CfwBCXmKbUQwiGR9FKSjUN2yLbBMIE,17873
 lumibot/tools/indicators.py,sha256=sihuiQTJ92igCBBMBQcyhpJFc-AWyj94vLQlTp6fu6Q,38465
@@ -132,7 +132,7 @@ lumibot/tools/polygon_helper_async.py,sha256=YHDXa9kmkkn8jh7hToY6GP5etyXS9Tj-uky
 lumibot/tools/polygon_helper_polars_optimized.py,sha256=NaIZ-5Av-G2McPEKHyJ-x65W72W_Agnz4lRgvXfQp8c,30415
 lumibot/tools/projectx_helpers.py,sha256=EIemLfbG923T_RBV_i6s6A9xgs7dt0et0oCnhFwdWfA,58299
 lumibot/tools/schwab_helper.py,sha256=CXnYhgsXOIb5MgmIYOp86aLxsBF9oeVrMGrjwl_GEv0,11768
-lumibot/tools/thetadata_helper.py,sha256=QXuFzfHi22L9sqzwL_mXZGhU2m9ortbE9U1-Kt7jSew,86743
+lumibot/tools/thetadata_helper.py,sha256=DAKQCQkItgzQ2MvPsAd2HcJYEOuuPc3NkWb1hsXmFhE,90220
 lumibot/tools/types.py,sha256=x-aQBeC6ZTN2-pUyxyo69Q0j5e0c_swdfe06kfrWSVc,1978
 lumibot/tools/yahoo_helper.py,sha256=htcKKkuktatIckVKfLc_ms0X75mXColysQhrZW244z8,19497
 lumibot/tools/yahoo_helper_polars_optimized.py,sha256=g9xBN-ReHSW4Aj9EMU_OncBXVS1HpfL8LTHit9ZxFY4,7417
@@ -142,7 +142,7 @@ lumibot/traders/trader.py,sha256=KMif3WoZtnSxA0BzoK3kvkTITNELrDFIortx1BYBv8s,967
 lumibot/trading_builtins/__init__.py,sha256=vH2QL5zLjL3slfEV1YW-BvQHtEYLCFkIWTZDfh3y8LE,87
 lumibot/trading_builtins/custom_stream.py,sha256=8_XiPT0JzyXrgnXCXoovGGUrWEfnG4ohIYMPfB_Nook,5264
 lumibot/trading_builtins/safe_list.py,sha256=IIjZOHSiZYK25A4WBts0oJaZNOJDsjZL65MOSHhE3Ig,1975
-lumibot-4.2.7.dist-info/licenses/LICENSE,sha256=fYhGIyxjyNXACgpNQS3xxpxDOaVOWRVxZMCRbsDv8k0,35130
+lumibot-4.2.10.dist-info/licenses/LICENSE,sha256=fYhGIyxjyNXACgpNQS3xxpxDOaVOWRVxZMCRbsDv8k0,35130
 tests/__init__.py,sha256=3-VoT-nAuqMfwufd4ceN6fXaHl_zCfDCSXJOTp1ywYQ,393
 tests/conftest.py,sha256=UBw_2fx7r6TZPKus2b1Qxrzmd4bg8EEBnX1vCHUuSVA,3311
 tests/fixtures.py,sha256=wOHQsh1SGHnXe_PGi6kDWI30CS_Righi7Ig7vwSEKT4,9082
@@ -195,7 +195,7 @@ tests/test_databento_live.py,sha256=cydmUDbBruhVd-cZxN5uKjWRgXWt-gy4ZlajUfy0QSs,
 tests/test_databento_timezone_fixes.py,sha256=NsfND7yTdKH2ddiYYhO6kU3m41V7se7C4_zTvqKOGv0,11562
 tests/test_drift_rebalancer.py,sha256=AUuEd3WIunfx3gwVdLVtq8jOHlz65UeqpO4adY1xfcs,105289
 tests/test_futures_integration.py,sha256=3Ut0M8d5xPwHd4WcTSmP4HLC7VG_xSUXeJPX0-c0Fe8,9179
-tests/test_futures_roll.py,sha256=hg0_QIjBeN2-DHyGZmL3NAnSUJYprAgXX727sXFZjcM,1262
+tests/test_futures_roll.py,sha256=ykx67tWAb-fDoO-UQ6SsnvttjIPAnFOD3293vDngs1U,2036
 tests/test_get_historical_prices.py,sha256=0JGlFuDyQFltKRpaFp2CLKEyleD2xMmgINVzLjrTdl8,15540
 tests/test_helpers.py,sha256=8Ay1B6I8yn3trZKrYjOs6Kbda7jmM20-TFh8LfIWpmY,11659
 tests/test_indicator_subplots.py,sha256=-nqUq1jNhTtSb0xH0WU16xfC-DLD-Ak9qzWo6Yx2bnE,13245
@@ -233,15 +233,16 @@ tests/test_quiet_logs_comprehensive.py,sha256=QVkZWLAUnPEb04Ec8qKXvLzdDUkp8alez2
 tests/test_quiet_logs_functionality.py,sha256=MlOBUICuTy1OXCDifOW05uD7hjnZRsQ2xxQlcLkGebQ,3811
 tests/test_quiet_logs_requirements.py,sha256=YoUooSVLrFL8TlWPfxEiqxvSj4d8z6-qg58ja4dtOc0,7856
 tests/test_session_manager.py,sha256=1qygN3aQ2Xe2uh4BMPm0E3V8KXLFNGq5qdL8KkZjef4,11632
+tests/test_strategy_close_position.py,sha256=88_A137S1dtfjmGcA5zcFpa0koef3B9Az1y9Lx226yA,2747
 tests/test_strategy_methods.py,sha256=j9Mhr6nnG1fkiVQXnx7gLjzGbeQmwt0UbJr_4plD36o,12539
 tests/test_strategy_price_guard.py,sha256=3GJdlfROwx6-adsSi8ZBrWaLOy9e-0N6V1eqpikj8e4,1540
 tests/test_thetadata_backwards_compat.py,sha256=RzNLhNZNJZ2hPkEDyG-T_4mRRXh5XqavK6r-OjfRASQ,3306
-tests/test_thetadata_helper.py,sha256=RQ-q7OfKc_2aO7-dInaVRTUrrI5iTh9oteYsdmfn4Lg,63735
+tests/test_thetadata_helper.py,sha256=TlbmZXGUclJKcBbrRbbLpbhILbYdtz7N_2yml-gyHXQ,69090
 tests/test_thetadata_pandas_verification.py,sha256=MWUecqBY6FGFslWLRo_C5blGbom_unmXCZikAfZXLks,6553
 tests/test_tradier.py,sha256=iCEM2FTxJSzJ2oLNaRqSx05XaX_DCiMzLx1aEYPANko,33280
 tests/test_tradier_data.py,sha256=1jTxDzQtzaC42CQJVXMRMElBwExy1mVci3NFfKjjVH0,13363
 tests/test_tradingfee.py,sha256=2CBJgdU-73Ae4xuys-QkbCtpDTL9hwOUkRnCgLm4OmE,163
-tests/test_tradovate.py,sha256=XW0ZyiMbRYr16hqGJIa8C1Wg5O0V0tpiUMHvejIAnEg,37436
+tests/test_tradovate.py,sha256=U5mR61yh_6OkO_NJQLQ1XTGcAcsjIS5UiCNlXCJROZ0,48730
 tests/test_unified_logger.py,sha256=Y2rhLk6GoUs9Vj-qRvGThRUTdNohxmH2yFbb3j8Yq3g,10849
 tests/test_vix_helper.py,sha256=jE6TZ4ufVU_0W4Jx3zJ295srsy4Xjw9qU3KwfujjZ_s,8476
 tests/test_yahoo_data.py,sha256=84R2jCl9z2U5qKZhR68tFJou2Rfwno0Qomc8yxPfvAs,4578
@@ -282,7 +283,7 @@ tests/backtest/test_thetadata.py,sha256=xWYfC9C4EhbMDb29qyZWHO3sSWaLIPzzvcMbHCt5
 tests/backtest/test_thetadata_comprehensive.py,sha256=-gN3xLJcJtlB-k4vlaK82DCZDGDmr0LNZZDzn-aN3l4,26120
 tests/backtest/test_thetadata_vs_polygon.py,sha256=dZqsrOx3u3cz-1onIO6o5BDRjI1ey7U9vIkZupfXoig,22831
 tests/backtest/test_yahoo.py,sha256=2FguUTUMC9_A20eqxnZ17rN3tT9n6hyvJHaL98QKpqY,3443
-lumibot-4.2.7.dist-info/METADATA,sha256=cCEnxjhYBqtO5Uvd2pEJ90ULy2OlCiX1FHSaJPEpXAI,12093
-lumibot-4.2.7.dist-info/WHEEL,sha256=_zCd3N1l69ArxyTb8rzEoP9TpbYXkqRFSNOD5OuxnTs,91
-lumibot-4.2.7.dist-info/top_level.txt,sha256=otUnUjDFVASauEDiTiAzNgMyqQ1B6jjS3QqqP-WSx38,14
-lumibot-4.2.7.dist-info/RECORD,,
+lumibot-4.2.10.dist-info/METADATA,sha256=IVrYPlPQOaa67eTLhVKhGSWaJpLaGOISsHL_UN1wZc0,12094
+lumibot-4.2.10.dist-info/WHEEL,sha256=_zCd3N1l69ArxyTb8rzEoP9TpbYXkqRFSNOD5OuxnTs,91
+lumibot-4.2.10.dist-info/top_level.txt,sha256=otUnUjDFVASauEDiTiAzNgMyqQ1B6jjS3QqqP-WSx38,14
+lumibot-4.2.10.dist-info/RECORD,,

tests/test_futures_roll.py

@@ -36,3 +36,23 @@ def test_resolve_symbols_for_range_produces_sequential_contracts():
 
     symbols = futures_roll.resolve_symbols_for_range(asset, start, end, year_digits=1)
     assert symbols == ["MESU5", "MESZ5", "MESH6"], symbols
+
+
+def test_comex_gold_rolls_on_third_last_business_day_offset():
+    asset_symbol = "GC"
+
+    year, month = futures_roll.determine_contract_year_month(asset_symbol, _dt(2025, 2, 14))
+    assert (year, month) == (2025, 2)
+
+    # Seven business days before the third last business day of February 2025 is Feb 17
+    year, month = futures_roll.determine_contract_year_month(asset_symbol, _dt(2025, 2, 17))
+    assert (year, month) == (2025, 4)
+
+
+def test_comex_gold_symbol_sequence_uses_even_month_cycle():
+    asset = Asset("GC", asset_type=Asset.AssetType.CONT_FUTURE)
+    start = _dt(2025, 1, 1)
+    end = _dt(2025, 8, 1)
+
+    symbols = futures_roll.resolve_symbols_for_range(asset, start, end, year_digits=1)
+    assert symbols == ["GCG5", "GCJ5", "GCM5", "GCQ5"], symbols

tests/test_strategy_close_position.py

@@ -0,0 +1,83 @@
+import logging
+from types import SimpleNamespace
+import unittest
+
+from lumibot.entities import Asset, Position
+from lumibot.strategies import Strategy
+from lumibot.strategies._strategy import Vars
+
+
+class DummyBroker:
+    IS_BACKTESTING_BROKER = False
+
+    def __init__(self):
+        self.name = "dummy"
+        self.data_source = SimpleNamespace(SOURCE="TEST")
+        self.quote_assets = set()
+        self._filled_positions = []
+        self.close_calls = []
+
+    def get_tracked_position(self, strategy_name, asset):
+        for position in self._filled_positions:
+            if position.strategy == strategy_name and position.asset == asset:
+                return position
+        return None
+
+    def get_tracked_positions(self, strategy_name=None):
+        return [
+            position
+            for position in self._filled_positions
+            if strategy_name is None or position.strategy == strategy_name
+        ]
+
+    def close_position(self, strategy_name, asset, fraction=1.0):
+        position = self.get_tracked_position(strategy_name, asset)
+        if position is None or position.quantity == 0:
+            self.close_calls.append({"asset": asset, "order": None})
+            return None
+
+        qty = position.quantity * fraction
+        order = SimpleNamespace(
+            identifier="CLOSE-ORDER",
+            asset=asset,
+            quantity=qty,
+            side="sell",
+            order_type="market",
+        )
+        self.close_calls.append({"asset": asset, "order": order})
+        return order
+
+
+class DummyStrategy(Strategy):
+    parameters = {}
+
+    def __init__(self, broker):
+        self.broker = broker
+        self.logger = logging.getLogger("DummyStrategy")
+        self._name = "DummyStrategy"
+        self.vars = Vars()
+        self._quote_asset = Asset("USD", Asset.AssetType.FOREX)
+        self.broker.quote_assets.add(self._quote_asset)
+
+
+class TestStrategyClosePosition(unittest.TestCase):
+    def test_close_position_resolves_continuous_future(self):
+        broker = DummyBroker()
+        strategy = DummyStrategy(broker)
+
+        contract_asset = Asset("ESZ4", asset_type=Asset.AssetType.FUTURE)
+        position = Position(strategy=strategy.name, asset=contract_asset, quantity=2)
+        broker._filled_positions.append(position)
+
+        cont_asset = Asset("ES", asset_type=Asset.AssetType.CONT_FUTURE)
+        result = strategy.close_position(cont_asset)
+
+        self.assertIsNotNone(result)
+        self.assertEqual(result.asset, contract_asset)
+        self.assertEqual(len(broker.close_calls), 1)
+        self.assertEqual(broker.close_calls[0]["asset"], contract_asset)
+        self.assertIsNotNone(broker.close_calls[0]["order"])
+
+
+if __name__ == "__main__":
+    unittest.main()

tests/test_thetadata_helper.py

@@ -881,7 +881,13 @@ def test_get_request_error_in_json(mock_get, mock_check_connection):
         password="test_password",
         wait_for_connection=True,
     )
-    assert mock_check_connection.call_count == 5
+    assert mock_check_connection.call_count == 2
+    first_call_kwargs = mock_check_connection.call_args_list[0].kwargs
+    assert first_call_kwargs == {
+        "username": "test_user",
+        "password": "test_password",
+        "wait_for_connection": False,
+    }
 
 
 @patch('lumibot.tools.thetadata_helper.check_connection')
@@ -907,6 +913,44 @@ def test_get_request_exception_handling(mock_get, mock_check_connection):
     assert mock_check_connection.call_count == 3
 
 
+
+@patch('lumibot.tools.thetadata_helper.start_theta_data_client')
+@patch('lumibot.tools.thetadata_helper.check_connection')
+def test_get_request_consecutive_474_triggers_restarts(mock_check_connection, mock_start_client, monkeypatch):
+    mock_check_connection.return_value = (object(), True)
+
+    responses = [MagicMock(status_code=474, text='Connection lost to Theta Data MDDS.') for _ in range(9)]
+
+    def fake_get(*args, **kwargs):
+        if not responses:
+            raise AssertionError('Test exhausted mock responses unexpectedly')
+        return responses.pop(0)
+
+    monkeypatch.setattr(thetadata_helper.requests, 'get', fake_get)
+    monkeypatch.setattr(thetadata_helper.time, 'sleep', lambda *args, **kwargs: None)
+    monkeypatch.setattr(thetadata_helper, 'BOOT_GRACE_PERIOD', 0, raising=False)
+    monkeypatch.setattr(thetadata_helper, 'CONNECTION_RETRY_SLEEP', 0, raising=False)
+
+    with pytest.raises(ValueError, match='Cannot connect to Theta Data!'):
+        thetadata_helper.get_request(
+            url='http://test.com',
+            headers={'Authorization': 'Bearer test_token'},
+            querystring={'param1': 'value1'},
+            username='test_user',
+            password='test_password',
+        )
+
+    assert mock_start_client.call_count == 3
+    # Initial liveness probe plus retry coordination checks
+    assert mock_check_connection.call_count > 3
+    first_call_kwargs = mock_check_connection.call_args_list[0].kwargs
+    assert first_call_kwargs == {
+        'username': 'test_user',
+        'password': 'test_password',
+        'wait_for_connection': False,
+    }
+
+
 @patch('lumibot.tools.thetadata_helper.get_request')
 def test_get_historical_data_stock(mock_get_request):
     # Arrange
@@ -1426,8 +1470,10 @@ class TestThetaDataChainsCaching:
 
         monkeypatch.setattr(thetadata_helper, "build_historical_chain", lambda **kwargs: None)
         monkeypatch.setattr(thetadata_helper, "LUMIBOT_CACHE_FOLDER", str(tmp_path))
+        monkeypatch.delenv("BACKTESTING_QUIET_LOGS", raising=False)
+        caplog.set_level(logging.WARNING, logger="lumibot.tools.thetadata_helper")
 
-        with caplog.at_level(logging.WARNING):
+        with caplog.at_level(logging.WARNING, logger="lumibot.tools.thetadata_helper"):
             result = thetadata_helper.get_chains_cached("user", "pass", asset, test_date)
 
         cache_folder = Path(tmp_path) / "thetadata" / "stock" / "option_chains"
@@ -1508,8 +1554,10 @@ def test_build_historical_chain_returns_none_when_no_dates(monkeypatch, caplog):
         raise AssertionError(f"Unexpected URL {url}")
 
     monkeypatch.setattr(thetadata_helper, "get_request", fake_get_request)
+    monkeypatch.delenv("BACKTESTING_QUIET_LOGS", raising=False)
+    caplog.set_level(logging.WARNING, logger="lumibot.tools.thetadata_helper")
 
-    with caplog.at_level(logging.WARNING):
+    with caplog.at_level(logging.WARNING, logger="lumibot.tools.thetadata_helper"):
         result = thetadata_helper.build_historical_chain("user", "pass", asset, as_of_date)
 
     assert result is None
@@ -1525,14 +1573,83 @@ def test_build_historical_chain_empty_response(monkeypatch, caplog):
         raise AssertionError("Unexpected call after empty expirations")
 
     monkeypatch.setattr(thetadata_helper, "get_request", fake_get_request)
+    monkeypatch.delenv("BACKTESTING_QUIET_LOGS", raising=False)
+    caplog.set_level(logging.WARNING, logger="lumibot.tools.thetadata_helper")
 
-    with caplog.at_level(logging.WARNING):
+    with caplog.at_level(logging.WARNING, logger="lumibot.tools.thetadata_helper"):
         result = thetadata_helper.build_historical_chain("user", "pass", asset, as_of_date)
 
     assert result is None
     assert "returned no expirations" in caplog.text
 
 
+class TestThetaDataConnectionSupervision:
+
+    def setup_method(self):
+        thetadata_helper.reset_connection_diagnostics()
+
+    def test_check_connection_recovers_after_restart(self, monkeypatch):
+        statuses = iter(["DISCONNECTED", "DISCONNECTED", "CONNECTED"])
+
+        class FakeResponse:
+            def __init__(self, text):
+                self.text = text
+
+        def fake_get(url, timeout):
+            try:
+                text = next(statuses)
+            except StopIteration:
+                text = "CONNECTED"
+            return FakeResponse(text)
+
+        start_calls = []
+
+        def fake_start(username, password):
+            start_calls.append((username, password))
+            return object()
+
+        monkeypatch.setattr(thetadata_helper.requests, "get", fake_get)
+        monkeypatch.setattr(thetadata_helper, "start_theta_data_client", fake_start)
+        monkeypatch.setattr(thetadata_helper, "is_process_alive", lambda: True)
+        monkeypatch.setattr(thetadata_helper, "CONNECTION_MAX_RETRIES", 2, raising=False)
+        monkeypatch.setattr(thetadata_helper, "MAX_TERMINAL_RESTART_CYCLES", 2, raising=False)
+        monkeypatch.setattr(thetadata_helper, "BOOT_GRACE_PERIOD", 0, raising=False)
+        monkeypatch.setattr(thetadata_helper, "CONNECTION_RETRY_SLEEP", 0, raising=False)
+        monkeypatch.setattr(thetadata_helper.time, "sleep", lambda *args, **kwargs: None)
+
+        client, connected = thetadata_helper.check_connection("user", "pass", wait_for_connection=True)
+
+        assert connected is True
+        assert len(start_calls) == 1
+        assert thetadata_helper.CONNECTION_DIAGNOSTICS["terminal_restarts"] >= 1
+
+    def test_check_connection_raises_after_restart_cycles(self, monkeypatch):
+        statuses = iter(["DISCONNECTED"] * 10)
+
+        class FakeResponse:
+            def __init__(self, text):
+                self.text = text
+
+        def fake_get(url, timeout):
+            try:
+                text = next(statuses)
+            except StopIteration:
+                text = "DISCONNECTED"
+            return FakeResponse(text)
+
+        monkeypatch.setattr(thetadata_helper.requests, "get", fake_get)
+        monkeypatch.setattr(thetadata_helper, "start_theta_data_client", lambda *args, **kwargs: object())
+        monkeypatch.setattr(thetadata_helper, "is_process_alive", lambda: True)
+        monkeypatch.setattr(thetadata_helper, "CONNECTION_MAX_RETRIES", 1, raising=False)
+        monkeypatch.setattr(thetadata_helper, "MAX_TERMINAL_RESTART_CYCLES", 1, raising=False)
+        monkeypatch.setattr(thetadata_helper, "BOOT_GRACE_PERIOD", 0, raising=False)
+        monkeypatch.setattr(thetadata_helper, "CONNECTION_RETRY_SLEEP", 0, raising=False)
+        monkeypatch.setattr(thetadata_helper.time, "sleep", lambda *args, **kwargs: None)
+
+        with pytest.raises(thetadata_helper.ThetaDataConnectionError):
+            thetadata_helper.check_connection("user", "pass", wait_for_connection=True)
+
+
 def test_finalize_day_frame_handles_dst_fallback():
     tz = pytz.timezone("America/New_York")
     utc = pytz.UTC