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Add Order Factory page and split Contingent Orders - #2711

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AlexCatarino merged 1 commit into
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AlexCatarino:feature-9828-order-factory
Sep 24, 2026
Merged

AlexCatarino merged 1 commit into
QuantConnect:masterfrom
AlexCatarino:feature-9828-order-factory

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Follow-up to #2710 for QuantConnect/Lean#9828.

  • Adds Order Management › Order Factory. Order Tickets and Transaction Manager move to 02 and 03, and their URLs don't change.
  • Splits Contingent Orders into a landing page with Bracket, OCO, OTO, OUO, and Custom pages. Shared sections live in Resources/order-types/contingent-orders/.
  • Moves the fee estimate and buying power check into shared includes used by the Order Factory page, Transaction Fees Key Concepts (new 05 Estimate Fees), and Buying Power › Get Initial Margin Requirements. The old initial margin check accepted every sell order, because the margin is negative for sells, and rejected strategies that close an existing position.
  • Adds an example to Transaction Fees and one to Buying Power, and fixes the =ggt; typo and the protective call/put mismatch in Buying Power Example 1.

Merge after QuantConnect/Lean#9828. The examples that use the order factory aren't marked testable yet, and the new pages' og:image files don't exist.

Test plan

  • docs-style linter passes on all new and changed pages, and every changed .php section renders without warnings.
  • The fee estimate and buying power checks match LEAN's own decisions in local backtests on the current release, with hand-built requests in place of the order factory: equity orders that reverse a position, and Option spreads that open or close positions.
  • All contingent order images load from the CDN.

Contingent Orders becomes a landing page with one page per contingency type, sharing its sections through Resources includes. Fee estimates and buying power checks move to shared includes that use order requests, since the old initial margin check accepted every sell order and rejected positions that close an existing holding.

Co-Authored-By: Claude Opus 5.5 (1M context) <noreply@anthropic.com>
@AlexCatarino
AlexCatarino merged commit 2b9616e into QuantConnect:master Sep 24, 2026
@AlexCatarino
AlexCatarino deleted the feature-9828-order-factory branch September 24, 2026 22:56
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