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Add brokerage Financial Advisor account services - Feature 9707 fav2 - #9789

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Farrell-A wants to merge 54 commits into

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Open

Add brokerage Financial Advisor account services - Feature 9707 fav2#9789
Farrell-A wants to merge 54 commits into
QuantConnect:masterfrom
Quantca:feature-9707-fav2

Commits on Jul 29, 2026
- fa-v2: define implementation invariants
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  74c8aa3
- fa-v2: port account service contracts
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  4e881fa
- fa-v2: verify Tier 1 account snapshot wiring
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  6624dc3
- fa-v2: checkpoint Tier 2 group mutation
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  7622e6c
- fa-v2: demonstrate snapshot reconciliation
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  e7539d1
- Remove orphaned configured snapshot refresh API
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  16121d3
- Make FA demo reconciliation causally fresh
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  8833f16
- Document brokerage-defined account ID casing
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  b10cd34
- Remove LEAN production source inspection test
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  2408c7b
- Gate account mutations until algorithm lock
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  3b0d485
- Clarify configured snapshot discovery scope
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  d40d75c
- Demonstrate alias-driven FA group movement
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  1a09f7b
- Schedule algorithm-owned FA snapshot refreshes
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  01911c6
- Document lot-aligned FA allocation totals
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  a9b1e53
- Validate FA sample allocation by group method
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  3f742af
- Fix FA demo order reconciliation state
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  0fc61aa
- Serialize FA sample refresh ownership
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  0bee75e
- Clarify FA demo saved-method requirements
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  dc7783f
- Decouple FA sample refreshes from live data
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  59396d9
Commits on Jul 30, 2026
- Fix FA sample state machines
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  7bcca36
- Harden brokerage account mutation gating
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  6bcfb1c
- Correct FA sample terminal verification
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  654c672
- Keep FA engine wiring within budget
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  b654179
- Preserve FA allocations during membership repair
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  79191e0
- Refresh before retrying FA group assignment
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  3d4a1ad
- Document unified exact FA percentage semantics
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  9884a4c
- Harden FA lifecycle and reconciliation
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  fd49ad5
- Restore legacy FA demos and add unified samples
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  725b42e
- Complete FA engine and sample lifecycle corrections
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  20c6921
- Clarify unified FA allocation method guidance
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  ab3f4f1
- Remove FA mutation synchronizer decorator
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  e7cf4cc
- Document FA mutation teardown acceptance
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  48efa08
Commits on Aug 5, 2026
- Align PctChange guidance and harden FA tests
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  acdb366
- Merge remote-tracking branch 'origin/master' into fa-v2
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  218545c
Commits on Aug 6, 2026
- Harden FA public contracts and lifecycle wiring
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  102ce5b
- Clarify exact IB percentage order properties
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  89fd167
- Simplify and harden FA assignment samples
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  93ab146
- Simplify and harden unified FA samples
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  bb860bc
- Disable unified FA retry after reconciled position changes
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  755bf64
- Require 100 percent for the first FA group member
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  612548f
- Document exact FA percentage property reuse
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  e1490a3
- Merge remote-tracking branch 'upstream/master' into fa-v2
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  42d3290
- Harden Financial Advisor sample reconciliation
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  7c2d7da
- Merge remote-tracking branch 'upstream/master' into fa-v2
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  4a7807a
Commits on Aug 8, 2026
- Clarify Financial Advisor configuration comments
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  3565f18
Commits on Aug 9, 2026
- Clarify unified FA deployment prerequisites
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  d4f61b0
Commits on Aug 12, 2026
- Merge remote-tracking branch 'origin/master' into fa-v2
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  1b0806b
- Finalize Financial Advisor API and remove test-only samples
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  7c9ac49
- Merge remote-tracking branch 'origin/master' into fa-v2
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  fb29fe9
Commits on Sep 8, 2026
- Block FA mutations during warm-up
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  56a1d46
- Merge remote-tracking branch 'origin/master' into feature-9707-fav2
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  52c9981
Commits on Sep 11, 2026
- Merge remote-tracking branch 'upstream/master' into feature-9707-fav2
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  cce1b06
- Merge remote-tracking branch 'upstream/master' into feature-9707-fav2
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  855bcf3
Commits on Oct 7, 2026
- Merge remote-tracking branch 'upstream/master' into feature-9707-fav2
  codex
  committed
  3a9388f

Commits

Commits on Jul 29, 2026

Commits on Jul 30, 2026

Commits on Aug 5, 2026

Commits on Aug 6, 2026

Commits on Aug 8, 2026

Commits on Aug 9, 2026

Commits on Aug 12, 2026

Commits on Sep 8, 2026

Commits on Sep 11, 2026

Commits on Oct 7, 2026