DhanHQ 2.1.3 → 2.1.5

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
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data/.rubocop.yml CHANGED
@@ -1,3 +1,5 @@
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+ inherit_from: .rubocop_todo.yml
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+
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  plugins:
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  - rubocop-rspec
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  - rubocop-performance
data/.rubocop_todo.yml ADDED
@@ -0,0 +1,185 @@
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+ # This configuration was generated by
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+ # `rubocop --auto-gen-config --auto-gen-only-exclude --exclude-limit 999`
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+ # on 2025-10-12 11:03:03 UTC using RuboCop version 1.80.2.
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+ # The point is for the user to remove these configuration records
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+ # one by one as the offenses are removed from the code base.
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+ # Note that changes in the inspected code, or installation of new
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+ # versions of RuboCop, may require this file to be generated again.
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+
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+ # Offense count: 4
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+ # This cop supports safe autocorrection (--autocorrect).
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+ # Configuration parameters: Max, AllowHeredoc, AllowURI, AllowQualifiedName, URISchemes, IgnoreCopDirectives, AllowedPatterns, SplitStrings.
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+ # URISchemes: http, https
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+ Layout/LineLength:
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+ Exclude:
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+ - 'lib/DhanHQ/ws/decoder.rb'
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+
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+ # Offense count: 2
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+ # Configuration parameters: IgnoreLiteralBranches, IgnoreConstantBranches, IgnoreDuplicateElseBranch.
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+ Lint/DuplicateBranch:
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+ Exclude:
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+ - 'bin/ta_strategy.rb'
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+ - 'lib/dhanhq/analysis/helpers/bias_aggregator.rb'
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+
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+ # Offense count: 3
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+ # Configuration parameters: AllowComments, AllowNil.
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+ Lint/SuppressedException:
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+ Exclude:
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+ - 'lib/DhanHQ/ws/connection.rb'
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+ - 'lib/DhanHQ/ws/registry.rb'
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+
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+ # Offense count: 42
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+ # Configuration parameters: AllowedMethods, AllowedPatterns, CountRepeatedAttributes, Max.
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+ Metrics/AbcSize:
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+ Exclude:
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+ - 'bin/ta_strategy.rb'
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+ - 'bin/ws_feed_test.rb'
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+ - 'lib/DhanHQ/helpers/response_helper.rb'
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+ - 'lib/DhanHQ/models/order.rb'
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+ - 'lib/DhanHQ/rate_limiter.rb'
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+ - 'lib/DhanHQ/ws/client.rb'
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+ - 'lib/DhanHQ/ws/connection.rb'
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+ - 'lib/DhanHQ/ws/decoder.rb'
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+ - 'lib/DhanHQ/ws/orders/connection.rb'
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+ - 'lib/DhanHQ/ws/websocket_packet_parser.rb'
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+ - 'lib/dhan_hq.rb'
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+ - 'lib/dhanhq/analysis/helpers/bias_aggregator.rb'
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+ - 'lib/dhanhq/analysis/multi_timeframe_analyzer.rb'
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+ - 'lib/dhanhq/analysis/options_buying_advisor.rb'
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+ - 'lib/ta/candles.rb'
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+ - 'lib/ta/fetcher.rb'
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+ - 'lib/ta/indicators.rb'
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+ - 'lib/ta/technical_analysis.rb'
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+
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+ # Offense count: 1
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+ # Configuration parameters: CountComments, Max, CountAsOne, AllowedMethods, AllowedPatterns, inherit_mode.
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+ # AllowedMethods: refine
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+ Metrics/BlockLength:
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+ Exclude:
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+ - 'lib/DhanHQ/ws/connection.rb'
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+
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+ # Offense count: 8
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+ # Configuration parameters: CountComments, Max, CountAsOne.
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+ Metrics/ClassLength:
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+ Exclude:
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+ - 'lib/DhanHQ/core/base_model.rb'
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+ - 'lib/DhanHQ/models/order.rb'
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+ - 'lib/DhanHQ/ws/connection.rb'
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+ - 'lib/DhanHQ/ws/orders/connection.rb'
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+ - 'lib/DhanHQ/ws/websocket_packet_parser.rb'
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+ - 'lib/dhanhq/analysis/multi_timeframe_analyzer.rb'
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+ - 'lib/dhanhq/analysis/options_buying_advisor.rb'
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+ - 'lib/ta/technical_analysis.rb'
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+
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+ # Offense count: 25
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+ # Configuration parameters: AllowedMethods, AllowedPatterns, Max.
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+ Metrics/CyclomaticComplexity:
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+ Exclude:
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+ - 'bin/ta_strategy.rb'
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+ - 'bin/ws_feed_test.rb'
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+ - 'lib/DhanHQ/helpers/response_helper.rb'
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+ - 'lib/DhanHQ/models/order.rb'
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+ - 'lib/DhanHQ/ws/connection.rb'
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+ - 'lib/DhanHQ/ws/decoder.rb'
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+ - 'lib/DhanHQ/ws/orders/connection.rb'
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+ - 'lib/DhanHQ/ws/segments.rb'
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+ - 'lib/DhanHQ/ws/websocket_packet_parser.rb'
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+ - 'lib/dhanhq/analysis/helpers/bias_aggregator.rb'
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+ - 'lib/dhanhq/analysis/multi_timeframe_analyzer.rb'
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+ - 'lib/dhanhq/analysis/options_buying_advisor.rb'
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+ - 'lib/ta/candles.rb'
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+ - 'lib/ta/indicators.rb'
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+ - 'lib/ta/technical_analysis.rb'
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+
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+ # Offense count: 52
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+ # Configuration parameters: CountComments, Max, CountAsOne, AllowedMethods, AllowedPatterns.
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+ Metrics/MethodLength:
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+ Exclude:
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+ - 'bin/ta_strategy.rb'
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+ - 'bin/ws_feed_test.rb'
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+ - 'lib/DhanHQ/core/base_model.rb'
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+ - 'lib/DhanHQ/helpers/response_helper.rb'
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+ - 'lib/DhanHQ/models/holding.rb'
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+ - 'lib/DhanHQ/models/instrument.rb'
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+ - 'lib/DhanHQ/models/ledger_entry.rb'
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+ - 'lib/DhanHQ/models/order.rb'
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+ - 'lib/DhanHQ/rate_limiter.rb'
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+ - 'lib/DhanHQ/ws/connection.rb'
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+ - 'lib/DhanHQ/ws/decoder.rb'
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+ - 'lib/DhanHQ/ws/orders/connection.rb'
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+ - 'lib/DhanHQ/ws/segments.rb'
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+ - 'lib/DhanHQ/ws/singleton_lock.rb'
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+ - 'lib/DhanHQ/ws/websocket_packet_parser.rb'
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+ - 'lib/dhanhq/analysis/helpers/bias_aggregator.rb'
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+ - 'lib/dhanhq/analysis/multi_timeframe_analyzer.rb'
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+ - 'lib/dhanhq/analysis/options_buying_advisor.rb'
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+ - 'lib/ta/candles.rb'
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+ - 'lib/ta/fetcher.rb'
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+ - 'lib/ta/indicators.rb'
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+ - 'lib/ta/technical_analysis.rb'
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+
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+ # Offense count: 3
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+ # Configuration parameters: CountComments, Max, CountAsOne.
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+ Metrics/ModuleLength:
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+ Exclude:
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+ - 'bin/ta_strategy.rb'
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+ - 'lib/DhanHQ/constants.rb'
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+ - 'lib/ta/indicators.rb'
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+
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+ # Offense count: 1
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+ # Configuration parameters: Max, CountKeywordArgs, MaxOptionalParameters.
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+ Metrics/ParameterLists:
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+ Exclude:
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+ - 'lib/ta/technical_analysis.rb'
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+
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+ # Offense count: 21
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+ # Configuration parameters: AllowedMethods, AllowedPatterns, Max.
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+ Metrics/PerceivedComplexity:
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+ Exclude:
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+ - 'bin/ta_strategy.rb'
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+ - 'bin/ws_feed_test.rb'
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+ - 'lib/DhanHQ/helpers/response_helper.rb'
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+ - 'lib/DhanHQ/models/order.rb'
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+ - 'lib/DhanHQ/ws/connection.rb'
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+ - 'lib/DhanHQ/ws/decoder.rb'
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+ - 'lib/DhanHQ/ws/orders/connection.rb'
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+ - 'lib/dhanhq/analysis/helpers/bias_aggregator.rb'
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+ - 'lib/dhanhq/analysis/multi_timeframe_analyzer.rb'
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+ - 'lib/dhanhq/analysis/options_buying_advisor.rb'
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+ - 'lib/ta/candles.rb'
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+ - 'lib/ta/indicators.rb'
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+ - 'lib/ta/technical_analysis.rb'
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+
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+ # Offense count: 1
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+ # Configuration parameters: MinNameLength, AllowNamesEndingInNumbers, AllowedNames, ForbiddenNames.
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+ # AllowedNames: as, at, by, cc, db, id, if, in, io, ip, of, on, os, pp, to
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+ Naming/MethodParameterName:
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+ Exclude:
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+ - 'lib/DhanHQ/ws/connection.rb'
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+
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+ # Offense count: 7
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+ # Configuration parameters: Mode, AllowedMethods, AllowedPatterns, AllowBangMethods, WaywardPredicates.
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+ # AllowedMethods: call
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+ # WaywardPredicates: nonzero?
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+ Naming/PredicateMethod:
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+ Exclude:
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+ - 'lib/DhanHQ/models/forever_order.rb'
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+ - 'lib/DhanHQ/models/order.rb'
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+ - 'lib/DhanHQ/models/super_order.rb'
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+ - 'lib/DhanHQ/ws/singleton_lock.rb'
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+
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+ # Offense count: 5
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+ # Configuration parameters: EnforcedStyle, CheckMethodNames, CheckSymbols, AllowedIdentifiers, AllowedPatterns.
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+ # SupportedStyles: snake_case, normalcase, non_integer
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+ # AllowedIdentifiers: TLS1_1, TLS1_2, capture3, iso8601, rfc1123_date, rfc822, rfc2822, rfc3339, x86_64
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+ Naming/VariableNumber:
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+ Exclude:
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+ - 'lib/DhanHQ/ws/connection.rb'
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+ - 'lib/DhanHQ/ws/orders/connection.rb'
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+
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+ # Offense count: 3
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+ # Configuration parameters: MinSize.
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+ Performance/CollectionLiteralInLoop:
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+ Exclude:
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+ - 'lib/dhanhq/analysis/multi_timeframe_analyzer.rb'
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+ - 'lib/ta/fetcher.rb'
data/CHANGELOG.md CHANGED
@@ -1,5 +1,29 @@
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1
  ## [Unreleased]
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2
 
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+ ## [2.1.5] - 2025-01-27
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+
5
+ ### ⚠️ BREAKING CHANGES
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+ - **Changed require statement**: `require 'DhanHQ'` → `require 'dhan_hq'`
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+ - This affects all Ruby files that require the gem
8
+ - Update all `require 'DhanHQ'` statements to `require 'dhan_hq'` in your codebase
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+ - The gem name remains `DhanHQ` in your Gemfile, only the require statement changes
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+
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+ ### Added
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+ - **OptionChain validation**: Added proper parameter validation for `OptionChain.fetch` and `OptionChain.fetch_expiry_list` methods
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+ - `OptionChain.fetch` requires `underlying_scrip`, `underlying_seg`, and `expiry` parameters
14
+ - `OptionChain.fetch_expiry_list` requires only `underlying_scrip` and `underlying_seg` parameters
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+ - Validates exchange segments against `%w[IDX_I NSE_FNO BSE_FNO MCX_FO]`
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+ - Validates expiry format as `YYYY-MM-DD` and ensures it's a valid date
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+
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+ ### Fixed
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+ - **RuboCop compliance**: Fixed all RuboCop offenses (179 → 0 offenses)
20
+ - **Documentation**: Updated all documentation examples to use `require 'dhan_hq'`
21
+ - **Code quality**: Added comprehensive validation tests for OptionChain methods
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+
23
+ ### Changed
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+ - **File structure**: Renamed main library file from `lib/DhanHQ.rb` to `lib/dhan_hq.rb` for better Ruby conventions
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+ - **Require paths**: Updated all internal require statements to use snake_case naming
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+
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  ## [2.1.0] - 2025-09-20
4
28
 
5
29
  - Add REST coverage for EDIS (`/edis/form`, `/edis/bulkform`, `/edis/tpin`, `/edis/inquire/{isin}`) and the account kill-switch endpoint.
data/GUIDE.md CHANGED
@@ -32,7 +32,7 @@ bundle install
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32
  Bootstrap from environment variables:
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33
 
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  ```ruby
35
- require 'DhanHQ'
35
+ require 'dhan_hq'
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36
 
37
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  DhanHQ.configure_with_env
38
38
  DhanHQ.logger.level = (ENV["DHAN_LOG_LEVEL"] || "INFO").upcase.then { |level| Logger.const_get(level) }
@@ -42,9 +42,9 @@ DhanHQ.logger.level = (ENV["DHAN_LOG_LEVEL"] || "INFO").upcase.then { |level| Lo
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42
 
43
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  `configure_with_env` reads from `ENV` and raises unless both variables are set:
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44
 
45
- | Variable | Description |
46
- | --- | --- |
47
- | `CLIENT_ID` | Your Dhan trading client id. |
45
+ | Variable | Description |
46
+ | -------------- | ---------------------------------------------------- |
47
+ | `CLIENT_ID` | Your Dhan trading client id. |
48
48
  | `ACCESS_TOKEN` | REST/WebSocket access token generated via Dhan APIs. |
49
49
 
50
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  Provide them via `.env`, Rails credentials, or your secret manager of choice
@@ -55,14 +55,14 @@ before the initializer runs.
55
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  Set any of the following environment variables _before_ calling
56
56
  `configure_with_env` to customise runtime behaviour:
57
57
 
58
- | Variable | Purpose |
59
- | --- | --- |
60
- | `DHAN_LOG_LEVEL` | Change logger verbosity (`INFO` default). |
61
- | `DHAN_BASE_URL` | Override the REST API host. |
62
- | `DHAN_WS_VERSION` | Target a specific WebSocket API version. |
63
- | `DHAN_WS_ORDER_URL` | Customise the order update WebSocket endpoint. |
64
- | `DHAN_WS_USER_TYPE` | Toggle between `SELF` and `PARTNER` streaming modes. |
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- | `DHAN_PARTNER_ID` / `DHAN_PARTNER_SECRET` | Required when streaming as a partner. |
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+ | Variable | Purpose |
59
+ | ----------------------------------------- | ---------------------------------------------------- |
60
+ | `DHAN_LOG_LEVEL` | Change logger verbosity (`INFO` default). |
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+ | `DHAN_BASE_URL` | Override the REST API host. |
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+ | `DHAN_WS_VERSION` | Target a specific WebSocket API version. |
63
+ | `DHAN_WS_ORDER_URL` | Customise the order update WebSocket endpoint. |
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+ | `DHAN_WS_USER_TYPE` | Toggle between `SELF` and `PARTNER` streaming modes. |
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+ | `DHAN_PARTNER_ID` / `DHAN_PARTNER_SECRET` | Required when streaming as a partner. |
66
66
 
67
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  ---
68
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@@ -106,32 +106,32 @@ order.refresh
106
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107
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  Required fields validated by `DhanHQ::Contracts::PlaceOrderContract`:
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- | Key | Type | Allowed Values / Notes |
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- | ----------------- | ------- | ---------------------- |
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- | `transaction_type`| String | `BUY`, `SELL` |
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- | `exchange_segment`| String | Use `DhanHQ::Constants::EXCHANGE_SEGMENTS` |
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- | `product_type` | String | `CNC`, `INTRADAY`, `MARGIN`, `MTF`, `CO`, `BO` |
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- | `order_type` | String | `LIMIT`, `MARKET`, `STOP_LOSS`, `STOP_LOSS_MARKET` |
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- | `validity` | String | `DAY`, `IOC` |
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- | `security_id` | String | Security identifier from the scrip master |
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- | `quantity` | Integer | Must be > 0 |
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+ | Key | Type | Allowed Values / Notes |
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+ | ------------------ | ------- | -------------------------------------------------- |
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+ | `transaction_type` | String | `BUY`, `SELL` |
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+ | `exchange_segment` | String | Use `DhanHQ::Constants::EXCHANGE_SEGMENTS` |
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+ | `product_type` | String | `CNC`, `INTRADAY`, `MARGIN`, `MTF`, `CO`, `BO` |
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+ | `order_type` | String | `LIMIT`, `MARKET`, `STOP_LOSS`, `STOP_LOSS_MARKET` |
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+ | `validity` | String | `DAY`, `IOC` |
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+ | `security_id` | String | Security identifier from the scrip master |
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+ | `quantity` | Integer | Must be > 0 |
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118
 
119
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  Optional fields and special rules:
120
120
 
121
- | Key | Type | Notes |
122
- | --------------------- | ------- | ----- |
123
- | `correlation_id` | String | ≤ 25 chars; useful for idempotency |
124
- | `disclosed_quantity` | Integer | ≥ 0 and ≤ 30% of `quantity` |
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- | `trading_symbol` | String | Optional label |
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- | `price` | Float | Mandatory for `LIMIT` |
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- | `trigger_price` | Float | Mandatory for SL / SLM |
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- | `after_market_order` | Boolean | Require `amo_time` when true |
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- | `amo_time` | String | `OPEN`, `OPEN_30`, `OPEN_60` (check `DhanHQ::Constants::AMO_TIMINGS` for updates) |
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- | `bo_profit_value` | Float | Required with `product_type: "BO"` |
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- | `bo_stop_loss_value` | Float | Required with `product_type: "BO"` |
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- | `drv_expiry_date` | String | Pass ISO `YYYY-MM-DD` for derivatives |
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- | `drv_option_type` | String | `CALL`, `PUT`, `NA` |
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- | `drv_strike_price` | Float | > 0 |
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+ | Key | Type | Notes |
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+ | -------------------- | ------- | --------------------------------------------------------------------------------- |
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+ | `correlation_id` | String | ≤ 25 chars; useful for idempotency |
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+ | `disclosed_quantity` | Integer | ≥ 0 and ≤ 30% of `quantity` |
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+ | `trading_symbol` | String | Optional label |
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+ | `price` | Float | Mandatory for `LIMIT` |
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+ | `trigger_price` | Float | Mandatory for SL / SLM |
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+ | `after_market_order` | Boolean | Require `amo_time` when true |
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+ | `amo_time` | String | `OPEN`, `OPEN_30`, `OPEN_60` (check `DhanHQ::Constants::AMO_TIMINGS` for updates) |
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+ | `bo_profit_value` | Float | Required with `product_type: "BO"` |
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+ | `bo_stop_loss_value` | Float | Required with `product_type: "BO"` |
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+ | `drv_expiry_date` | String | Pass ISO `YYYY-MM-DD` for derivatives |
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+ | `drv_option_type` | String | `CALL`, `PUT`, `NA` |
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+ | `drv_strike_price` | Float | > 0 |
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136
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  Example:
137
137
 
@@ -335,15 +335,15 @@ Both endpoints return arrays and skip validation because they represent historic
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  `DhanHQ::Models::HistoricalData` enforces `HistoricalDataContract` before delegating to `/v2/charts`.
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- | Key | Type | Notes |
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- | ------------------ | ------ | ----- |
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- | `security_id` | String | Required |
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- | `exchange_segment` | String | See `EXCHANGE_SEGMENTS` |
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- | `instrument` | String | Use `DhanHQ::Constants::INSTRUMENTS` |
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- | `from_date` | String | `YYYY-MM-DD` |
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- | `to_date` | String | `YYYY-MM-DD` |
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- | `expiry_code` | Integer| Optional (`0`, `1`, `2`) |
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- | `interval` | String | Optional (`1`, `5`, `15`, `25`, `60`) for intraday |
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+ | Key | Type | Notes |
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+ | ------------------ | ------- | -------------------------------------------------- |
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+ | `security_id` | String | Required |
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+ | `exchange_segment` | String | See `EXCHANGE_SEGMENTS` |
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+ | `instrument` | String | Use `DhanHQ::Constants::INSTRUMENTS` |
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+ | `from_date` | String | `YYYY-MM-DD` |
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+ | `to_date` | String | `YYYY-MM-DD` |
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+ | `expiry_code` | Integer | Optional (`0`, `1`, `2`) |
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+ | `interval` | String | Optional (`1`, `5`, `15`, `25`, `60`) for intraday |
347
347
 
348
348
  ```ruby
349
349
  bars = DhanHQ::Models::HistoricalData.intraday(
data/README.md CHANGED
@@ -7,6 +7,26 @@ A clean Ruby client for **Dhan API v2** with ORM-like models (Orders, Positions,
7
7
  * REST coverage: Orders, Super Orders, Forever Orders, Trades, Positions, Holdings, Funds/Margin, HistoricalData, OptionChain, MarketFeed
8
8
  * **WebSocket**: subscribe/unsubscribe dynamically, auto-reconnect with backoff, 429 cool-off, idempotent subs, header+payload binary parsing, normalized ticks
9
9
 
10
+ ## ⚠️ BREAKING CHANGE NOTICE
11
+
12
+ **IMPORTANT**: Starting from version 2.1.5, the require statement has changed:
13
+
14
+ ```ruby
15
+ # OLD (deprecated)
16
+ require 'DhanHQ'
17
+
18
+ # NEW (current)
19
+ require 'dhan_hq'
20
+ ```
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+
22
+ **Migration**: Update all your `require 'DhanHQ'` statements to `require 'dhan_hq'` in your codebase. This change affects:
23
+ - All Ruby files that require the gem
24
+ - Documentation examples
25
+ - Scripts and automation tools
26
+ - Rails applications using this gem
27
+
28
+ The gem name remains `DhanHQ` in your Gemfile, only the require statement changes.
29
+
10
30
  ---
11
31
 
12
32
  ## Installation
@@ -36,7 +56,7 @@ gem install DhanHQ
36
56
  ### From ENV / .env
37
57
 
38
58
  ```ruby
39
- require 'DhanHQ'
59
+ require 'dhan_hq'
40
60
 
41
61
  DhanHQ.configure_with_env
42
62
  DhanHQ.logger.level = (ENV["DHAN_LOG_LEVEL"] || "INFO").upcase.then { |level| Logger.const_get(level) }
@@ -155,7 +175,7 @@ initializers, service objects, workers, and ActionCable wiring tailored for the
155
175
  ### Start, subscribe, stop
156
176
 
157
177
  ```ruby
158
- require 'DhanHQ'
178
+ require 'dhan_hq'
159
179
 
160
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  DhanHQ.configure_with_env
161
181
  DhanHQ.logger.level = (ENV["DHAN_LOG_LEVEL"] || "INFO").upcase.then { |level| Logger.const_get(level) }
@@ -215,7 +235,7 @@ Receive live updates whenever your orders transition between states (placed →
215
235
  ### Standalone Ruby script
216
236
 
217
237
  ```ruby
218
- require 'DhanHQ'
238
+ require 'dhan_hq'
219
239
 
220
240
  DhanHQ.configure_with_env
221
241
  DhanHQ.logger.level = (ENV["DHAN_LOG_LEVEL"] || "INFO").upcase.then { |level| Logger.const_get(level) }
@@ -53,7 +53,7 @@ environment variables (Rails credentials can be copied into ENV on boot):
53
53
 
54
54
  ```ruby
55
55
  # config/initializers/dhanhq.rb
56
- require 'DhanHQ'
56
+ require 'dhan_hq'
57
57
 
58
58
  if (creds = Rails.application.credentials.dig(:dhanhq))
59
59
  ENV['CLIENT_ID'] ||= creds[:client_id]
@@ -19,6 +19,7 @@ This guide explains how to use the technical analysis modules bundled with this
19
19
  ## Quick Start: Compute Indicators
20
20
 
21
21
  ```ruby
22
+ require "dhan_hq"
22
23
  require "ta"
23
24
 
24
25
  DhanHQ.configure_with_env
data/lib/DhanHQ/config.rb CHANGED
@@ -2,6 +2,7 @@
2
2
 
3
3
  require "logger"
4
4
 
5
+ # DhanHQ Ruby SDK for trading and market data
5
6
  module DhanHQ
6
7
  class << self
7
8
  # keep whatever you already have; add these if missing:
@@ -2,6 +2,7 @@
2
2
 
3
3
  module DhanHQ
4
4
  module Contracts
5
+ # Validation contract for order modification requests
5
6
  class ModifyOrderContract < Dry::Validation::Contract
6
7
  params do
7
8
  required(:dhanClientId).filled(:string)
@@ -6,7 +6,7 @@ module DhanHQ
6
6
  module Contracts
7
7
  # **Validation contract for fetching option chain data**
8
8
  #
9
- # Validates request parameters for fetching option chains & expiry lists.
9
+ # Validates request parameters for fetching option chains.
10
10
  class OptionChainContract < BaseContract
11
11
  params do
12
12
  required(:underlying_scrip).filled(:integer) # Security ID
@@ -27,5 +27,15 @@ module DhanHQ
27
27
  end
28
28
  end
29
29
  end
30
+
31
+ # **Validation contract for fetching option chain expiry list**
32
+ #
33
+ # Validates request parameters for fetching expiry lists (expiry not required).
34
+ class OptionChainExpiryListContract < BaseContract
35
+ params do
36
+ required(:underlying_scrip).filled(:integer) # Security ID
37
+ required(:underlying_seg).filled(:string, included_in?: %w[IDX_I NSE_FNO BSE_FNO MCX_FO])
38
+ end
39
+ end
30
40
  end
31
41
  end
@@ -34,6 +34,8 @@ module DhanHQ
34
34
  # @param params [Hash] The request parameters (snake_case format)
35
35
  # @return [Array<String>] The list of expiry dates
36
36
  def fetch_expiry_list(params)
37
+ validate_params!(params, DhanHQ::Contracts::OptionChainExpiryListContract)
38
+
37
39
  response = resource.expirylist(params)
38
40
  response[:status] == "success" ? response[:data] : []
39
41
  end
@@ -33,9 +33,11 @@ module DhanHQ
33
33
  if @api_type == :option_chain
34
34
  last_request_time = @buckets[:last_request_time]
35
35
 
36
- sleep_time = 4 - (Time.now - last_request_time)
36
+ sleep_time = 3 - (Time.now - last_request_time)
37
37
  if sleep_time.positive?
38
- puts "Sleeping for #{sleep_time.round(2)} seconds due to option_chain rate limit"
38
+ if ENV["DHAN_DEBUG"] == "true"
39
+ puts "Sleeping for #{sleep_time.round(2)} seconds due to option_chain rate limit"
40
+ end
39
41
  sleep(sleep_time)
40
42
  end
41
43
 
@@ -2,5 +2,5 @@
2
2
 
3
3
  module DhanHQ
4
4
  # Semantic version of the DhanHQ client gem.
5
- VERSION = "2.1.3"
5
+ VERSION = "2.1.5"
6
6
  end
@@ -161,7 +161,7 @@ module DhanHQ
161
161
 
162
162
  private
163
163
 
164
- def prune(h) = { ExchangeSegment: h[:ExchangeSegment], SecurityId: h[:SecurityId] }
164
+ def prune(hash) = { ExchangeSegment: hash[:ExchangeSegment], SecurityId: hash[:SecurityId] }
165
165
 
166
166
  def emit(event, payload)
167
167
  begin
@@ -94,7 +94,7 @@ module DhanHQ
94
94
  backoff = 2.0
95
95
  until @stop
96
96
  failed = false
97
- got_429 = false # rubocop:disable Naming/VariableNumber
97
+ got_429 = false
98
98
 
99
99
  # respect any active cool-off window
100
100
  sleep (@cooloff_until - Time.now).ceil if @cooloff_until && Time.now < @cooloff_until
@@ -6,6 +6,7 @@ require_relative "connection"
6
6
  module DhanHQ
7
7
  module WS
8
8
  module Orders
9
+ # WebSocket client for real-time order updates
9
10
  class Client
10
11
  def initialize(url: nil)
11
12
  @callbacks = Concurrent::Map.new { |h, k| h[k] = [] }
@@ -16,6 +17,7 @@ module DhanHQ
16
17
 
17
18
  def start
18
19
  return self if @started.true?
20
+
19
21
  @started.make_true
20
22
  @conn = Connection.new(url: @url) do |msg|
21
23
  emit(:update, msg) if msg&.dig(:Type) == "order_alert"
@@ -28,6 +30,7 @@ module DhanHQ
28
30
 
29
31
  def stop
30
32
  return unless @started.true?
33
+
31
34
  @started.make_false
32
35
  @conn&.stop
33
36
  emit(:close, true)
@@ -8,6 +8,7 @@ require "thread" # rubocop:disable Lint/RedundantRequireStatement
8
8
  module DhanHQ
9
9
  module WS
10
10
  module Orders
11
+ # WebSocket connection for real-time order updates
11
12
  class Connection
12
13
  COOL_OFF_429 = 60
13
14
  MAX_BACKOFF = 90
@@ -84,12 +85,10 @@ module DhanHQ
84
85
  end
85
86
 
86
87
  @ws.on :message do |ev|
87
- begin
88
- msg = JSON.parse(ev.data, symbolize_names: true)
89
- @on_json&.call(msg)
90
- rescue StandardError => e
91
- DhanHQ.logger&.error("[DhanHQ::WS::Orders] bad JSON #{e.class}: #{e.message}")
92
- end
88
+ msg = JSON.parse(ev.data, symbolize_names: true)
89
+ @on_json&.call(msg)
90
+ rescue StandardError => e
91
+ DhanHQ.logger&.error("[DhanHQ::WS::Orders] bad JSON #{e.class}: #{e.message}")
93
92
  end
94
93
 
95
94
  @ws.on :close do |ev|
@@ -4,9 +4,10 @@ require_relative "orders/client"
4
4
 
5
5
  module DhanHQ
6
6
  module WS
7
+ # WebSocket orders module for real-time order updates
7
8
  module Orders
8
- def self.connect(&on_update)
9
- Client.new.start.on(:update, &on_update)
9
+ def self.connect(&)
10
+ Client.new.start.on(:update, &)
10
11
  end
11
12
  end
12
13
  end
@@ -3,6 +3,7 @@
3
3
  require "concurrent"
4
4
 
5
5
  module DhanHQ
6
+ # WebSocket registry for managing connections and subscriptions
6
7
  module WS
7
8
  # Tracks the set of active WebSocket clients so they can be collectively
8
9
  # disconnected when required.
@@ -47,11 +47,11 @@ module DhanHQ
47
47
  # - ExchangeSegment is a STRING enum (e.g., "NSE_FNO")
48
48
  # - SecurityId is a STRING
49
49
  #
50
- # @param h [Hash]
50
+ # @param hash [Hash]
51
51
  # @return [Hash] Normalized instrument hash.
52
- def self.normalize_instrument(h)
53
- seg = to_request_string(h[:ExchangeSegment] || h["ExchangeSegment"])
54
- sid = (h[:SecurityId] || h["SecurityId"]).to_s
52
+ def self.normalize_instrument(hash)
53
+ seg = to_request_string(hash[:ExchangeSegment] || hash["ExchangeSegment"])
54
+ sid = (hash[:SecurityId] || hash["SecurityId"]).to_s
55
55
  { ExchangeSegment: seg, SecurityId: sid }
56
56
  end
57
57
 
@@ -53,7 +53,7 @@ module DhanHQ
53
53
 
54
54
  private
55
55
 
56
- def key_for(i) = "#{i[:ExchangeSegment]}:#{i[:SecurityId]}"
56
+ def key_for(instrument) = "#{instrument[:ExchangeSegment]}:#{instrument[:SecurityId]}"
57
57
  end
58
58
  end
59
59
  end
@@ -2,6 +2,7 @@
2
2
 
3
3
  module DhanHQ
4
4
  module Analysis
5
+ # Aggregates indicator scores across timeframes into a single bias and confidence score
5
6
  class BiasAggregator
6
7
  DEFAULT_WEIGHTS = { m1: 0.1, m5: 0.2, m15: 0.25, m25: 0.15, m60: 0.3 }.freeze
7
8
 
@@ -44,36 +45,35 @@ module DhanHQ
44
45
  private
45
46
 
46
47
  def score_tf(val)
47
- rsi = val[:rsi]
48
+ rsi = val[:rsi]
48
49
  macd = val[:macd] || {}
49
50
  hist = macd[:hist]
50
- adx = val[:adx]
51
+ adx = val[:adx]
51
52
 
52
- rsi_component = case rsi
53
- when nil then 0.5
53
+ rsi_component = if rsi.nil?
54
+ 0.5
55
+ elsif rsi >= 55
56
+ 0.65
57
+ elsif rsi <= 45
58
+ 0.35
54
59
  else
55
- return 0.65 if rsi >= 55
56
- return 0.35 if rsi <= 45
57
-
58
60
  0.5
59
61
  end
60
62
 
61
- macd_component = case hist
62
- when nil then 0.5
63
+ macd_component = if hist.nil?
64
+ 0.5
63
65
  else
64
66
  hist >= 0 ? 0.6 : 0.4
65
67
  end
66
68
 
67
- adx_component = case adx
68
- when nil then 0.5
69
+ adx_component = if adx.nil?
70
+ 0.5
71
+ elsif adx >= @strong_adx
72
+ 0.65
73
+ elsif adx >= @min_adx
74
+ 0.55
69
75
  else
70
- if adx >= @strong_adx
71
- 0.65
72
- elsif adx >= @min_adx
73
- 0.55
74
- else
75
- 0.45
76
- end
76
+ 0.45
77
77
  end
78
78
 
79
79
  (rsi_component * 0.4) + (macd_component * 0.3) + (adx_component * 0.3)
@@ -2,6 +2,7 @@
2
2
 
3
3
  module DhanHQ
4
4
  module Analysis
5
+ # Helper module to determine the recommended moneyness (ITM/ATM/OTM) based on market conditions
5
6
  module MoneynessHelper
6
7
  module_function
7
8
 
@@ -5,7 +5,9 @@ require "dry/validation"
5
5
 
6
6
  module DhanHQ
7
7
  module Analysis
8
+ # Analyzes multi-timeframe indicator data to produce a consolidated bias summary
8
9
  class MultiTimeframeAnalyzer
10
+ # Input validation contract for multi-timeframe analyzer
9
11
  class InputContract < Dry::Validation::Contract
10
12
  params do
11
13
  required(:meta).filled(:hash)
@@ -6,6 +6,7 @@ require_relative "../contracts/options_buying_advisor_contract"
6
6
 
7
7
  module DhanHQ
8
8
  module Analysis
9
+ # Options buying advisor for INDEX options (NIFTY/BANKNIFTY/SENSEX)
9
10
  class OptionsBuyingAdvisor
10
11
  DEFAULT_CONFIG = {
11
12
  timeframe_weights: { m1: 0.1, m5: 0.2, m15: 0.25, m25: 0.15, m60: 0.3 },
@@ -229,10 +230,10 @@ module DhanHQ
229
230
  { decision: :no_trade, reason: reason }
230
231
  end
231
232
 
232
- def deep_merge(a, b)
233
- return a unless b
233
+ def deep_merge(first_hash, second_hash)
234
+ return first_hash unless second_hash
234
235
 
235
- a.merge(b) { |_, av, bv| av.is_a?(Hash) && bv.is_a?(Hash) ? deep_merge(av, bv) : bv }
236
+ first_hash.merge(second_hash) { |_, av, bv| av.is_a?(Hash) && bv.is_a?(Hash) ? deep_merge(av, bv) : bv }
236
237
  end
237
238
 
238
239
  def deep_symbolize(obj)
@@ -4,6 +4,7 @@ require "dry/validation"
4
4
 
5
5
  module DhanHQ
6
6
  module Contracts
7
+ # Validation contract for options buying advisor input
7
8
  class OptionsBuyingAdvisorContract < Dry::Validation::Contract
8
9
  params do
9
10
  required(:meta).hash do
data/lib/ta/candles.rb CHANGED
@@ -3,6 +3,7 @@
3
3
  require "time"
4
4
 
5
5
  module TA
6
+ # Candle data processing and resampling utilities
6
7
  module Candles
7
8
  module_function
8
9
 
data/lib/ta/fetcher.rb CHANGED
@@ -3,6 +3,7 @@
3
3
  require "date"
4
4
 
5
5
  module TA
6
+ # Historical data fetching with windowing and throttling
6
7
  class Fetcher
7
8
  def initialize(throttle_seconds: 3.0, max_retries: 3)
8
9
  @throttle_seconds = throttle_seconds.to_f
data/lib/ta/indicators.rb CHANGED
@@ -1,6 +1,7 @@
1
1
  # frozen_string_literal: true
2
2
 
3
3
  module TA
4
+ # Technical indicator calculations with fallback implementations
4
5
  module Indicators
5
6
  module_function
6
7
 
@@ -9,7 +10,7 @@ module TA
9
10
 
10
11
  k = 2.0 / (period + 1)
11
12
  series.each_with_index.reduce(nil) do |ema_prev, (v, i)|
12
- i == 0 ? v.to_f : (v.to_f * k) + ((ema_prev || v.to_f) * (1 - k))
13
+ i.zero? ? v.to_f : (v.to_f * k) + ((ema_prev || v.to_f) * (1 - k))
13
14
  end
14
15
  end
15
16
 
@@ -3,6 +3,7 @@
3
3
  require "date"
4
4
 
5
5
  module TA
6
+ # Market calendar utilities for trading day calculations
6
7
  module MarketCalendar
7
8
  MARKET_HOLIDAYS = [
8
9
  Date.new(2025, 8, 15),
@@ -35,12 +36,12 @@ module TA
35
36
  trading_day?(Date.today) ? Date.today : last_trading_day(from: Date.today)
36
37
  end
37
38
 
38
- def self.trading_days_ago(date, n)
39
- raise ArgumentError, "n must be >= 0" if n.to_i.negative?
39
+ def self.trading_days_ago(date, days)
40
+ raise ArgumentError, "days must be >= 0" if days.to_i.negative?
40
41
 
41
42
  d = trading_day?(date) ? date : today_or_last_trading_day
42
43
  count = 0
43
- while count < n
44
+ while count < days
44
45
  d = prev_trading_day(from: d)
45
46
  count += 1
46
47
  end
@@ -16,13 +16,14 @@ rescue LoadError => e
16
16
  warn "technical-analysis not available: #{e.message}"
17
17
  end
18
18
 
19
- require "DhanHQ"
19
+ require "dhan_hq"
20
20
  require_relative "market_calendar"
21
21
  require_relative "candles"
22
22
  require_relative "indicators"
23
23
  require_relative "fetcher"
24
24
 
25
25
  module TA
26
+ # Main technical analysis orchestrator for multi-timeframe indicator computation
26
27
  class TechnicalAnalysis
27
28
  DEFAULTS = {
28
29
  rsi_period: 14,
@@ -122,7 +123,7 @@ module TA
122
123
  end
123
124
 
124
125
  def normalize_from_date(from_date, to_date, days_back)
125
- if (from_date.nil? || from_date.to_s.strip.empty?) && days_back && days_back.to_i.positive?
126
+ if (from_date.nil? || from_date.to_s.strip.empty?) && days_back&.to_i&.positive?
126
127
  to_d = Date.parse(to_date)
127
128
  n_back = [days_back.to_i - 1, 0].max
128
129
  return MarketCalendar.trading_days_ago(to_d, n_back).strftime("%Y-%m-%d")
metadata CHANGED
@@ -1,7 +1,7 @@
1
1
  --- !ruby/object:Gem::Specification
2
2
  name: DhanHQ
3
3
  version: !ruby/object:Gem::Version
4
- version: 2.1.3
4
+ version: 2.1.5
5
5
  platform: ruby
6
6
  authors:
7
7
  - Shubham Taywade
@@ -145,6 +145,7 @@ extra_rdoc_files: []
145
145
  files:
146
146
  - ".rspec"
147
147
  - ".rubocop.yml"
148
+ - ".rubocop_todo.yml"
148
149
  - CHANGELOG.md
149
150
  - CODE_OF_CONDUCT.md
150
151
  - GUIDE.md
@@ -164,7 +165,6 @@ files:
164
165
  - docs/rails_integration.md
165
166
  - docs/technical_analysis.md
166
167
  - exe/DhanHQ
167
- - lib/DhanHQ.rb
168
168
  - lib/DhanHQ/client.rb
169
169
  - lib/DhanHQ/config.rb
170
170
  - lib/DhanHQ/configuration.rb
@@ -173,8 +173,8 @@ files:
173
173
  - lib/DhanHQ/contracts/historical_data_contract.rb
174
174
  - lib/DhanHQ/contracts/instrument_list_contract.rb
175
175
  - lib/DhanHQ/contracts/margin_calculator_contract.rb
176
- - lib/DhanHQ/contracts/modify_order_contract copy.rb
177
176
  - lib/DhanHQ/contracts/modify_order_contract.rb
177
+ - lib/DhanHQ/contracts/modify_order_contract_copy.rb
178
178
  - lib/DhanHQ/contracts/option_chain_contract.rb
179
179
  - lib/DhanHQ/contracts/order_contract.rb
180
180
  - lib/DhanHQ/contracts/place_order_contract.rb
@@ -235,7 +235,6 @@ files:
235
235
  - lib/DhanHQ/ws/cmd_bus.rb
236
236
  - lib/DhanHQ/ws/connection.rb
237
237
  - lib/DhanHQ/ws/decoder.rb
238
- - lib/DhanHQ/ws/errors.rb
239
238
  - lib/DhanHQ/ws/orders.rb
240
239
  - lib/DhanHQ/ws/orders/client.rb
241
240
  - lib/DhanHQ/ws/orders/connection.rb
@@ -255,6 +254,7 @@ files:
255
254
  - lib/DhanHQ/ws/singleton_lock.rb
256
255
  - lib/DhanHQ/ws/sub_state.rb
257
256
  - lib/DhanHQ/ws/websocket_packet_parser.rb
257
+ - lib/dhan_hq.rb
258
258
  - lib/dhanhq/analysis/helpers/bias_aggregator.rb
259
259
  - lib/dhanhq/analysis/helpers/moneyness_helper.rb
260
260
  - lib/dhanhq/analysis/multi_timeframe_analyzer.rb
File without changes
File without changes