DhanHQ 2.8.0 → 3.0.1

data/lib/dhan_hq/agent.rb

@@ -0,0 +1,3 @@
+# frozen_string_literal: true
+
+require_relative "../DhanHQ/agent"

data/lib/dhan_hq/analysis.rb

@@ -0,0 +1,9 @@
+# frozen_string_literal: true
+
+require "dhan_hq"
+
+require_relative "../dhanhq/contracts/options_buying_advisor_contract"
+require_relative "../dhanhq/analysis/helpers/bias_aggregator"
+require_relative "../dhanhq/analysis/helpers/moneyness_helper"
+require_relative "../dhanhq/analysis/multi_timeframe_analyzer"
+require_relative "../dhanhq/analysis/options_buying_advisor"

data/lib/dhan_hq/mcp.rb

@@ -0,0 +1,3 @@
+# frozen_string_literal: true
+
+require_relative "../DhanHQ/mcp"

data/lib/dhan_hq/ta.rb

@@ -0,0 +1,5 @@
+# frozen_string_literal: true
+
+require "dhan_hq"
+
+require_relative "../ta"

data/lib/dhan_hq.rb

@@ -34,16 +34,39 @@ module DhanHQ
     "ws" => "WS"
   )
   LOADER.push_dir(File.join(__dir__, "DhanHQ"), namespace: self)
-  LOADER.push_dir(File.join(__dir__, "dhanhq"), namespace: self)
   LOADER.collapse(File.join(__dir__, "DhanHQ", "core"))
   LOADER.collapse(File.join(__dir__, "DhanHQ", "helpers"))
-  LOADER.collapse(File.join(__dir__, "dhanhq", "analysis", "helpers"))
   LOADER.ignore(
     File.join(__dir__, "DhanHQ", "errors.rb"),
-    File.join(__dir__, "DhanHQ", "version.rb")
+    File.join(__dir__, "DhanHQ", "version.rb"),
+    File.join(__dir__, "DhanHQ", "risk.rb")
   )
   LOADER.setup
 
+  # Eager-load risk utilities (PositionSizer, SLCalculator, TrailManager)
+  # and the pre-execution risk pipeline so they are available immediately.
+  require_relative "DhanHQ/risk"
+  require_relative "DhanHQ/risk/checks/trading_permission"
+  require_relative "DhanHQ/risk/checks/asm_gsm"
+  require_relative "DhanHQ/risk/checks/product_support"
+  require_relative "DhanHQ/risk/checks/order_type"
+  require_relative "DhanHQ/risk/checks/quantity"
+  require_relative "DhanHQ/risk/checks/market_hours"
+  require_relative "DhanHQ/risk/checks/options"
+  require_relative "DhanHQ/risk/pipeline"
+
+  # Skills layer: multi-step trading workflows
+  require_relative "DhanHQ/skills"
+  require_relative "DhanHQ/skills/base"
+  require_relative "DhanHQ/skills/registry"
+  require_relative "DhanHQ/skills/workflow"
+  require_relative "DhanHQ/skills/builtin/buy_atm_call"
+  require_relative "DhanHQ/skills/builtin/square_off_all"
+  require_relative "DhanHQ/skills/builtin/square_off_position"
+  require_relative "DhanHQ/skills/builtin/iron_condor"
+  require_relative "DhanHQ/skills/builtin/strangle"
+  DhanHQ::Skills::Registry.load_builtins
+
   class Error < StandardError; end
 
   class << self
@@ -133,7 +156,7 @@ module DhanHQ
 
       url = "#{base_url.to_s.chomp("/")}/auth/dhan/token"
       conn = ::Faraday.new(url: url) do |c|
-        c.response :json, content_type: /\bjson$/
+        c.request :url_encoded
         c.adapter ::Faraday.default_adapter
       end
 

data/lib/ta/technical_analysis.rb

@@ -125,7 +125,9 @@ module TA
     def normalize_from_date(from_date, to_date, days_back)
       if (from_date.nil? || from_date.to_s.strip.empty?) && days_back&.to_i&.positive?
         to_d = Date.parse(to_date)
-        n_back = [days_back.to_i - 1, 0].max
+        # Dhan historical API to_date is non-inclusive. To get N trading days,
+        # we must go back N trading days from the non-inclusive to_date.
+        n_back = days_back.to_i
         return MarketCalendar.trading_days_ago(to_d, n_back).strftime("%Y-%m-%d")
       end
       if from_date && !from_date.to_s.strip.empty?

data/skills/dhanhq-ruby/SKILL.md

@@ -0,0 +1,74 @@
+# DhanHQ Ruby SDK Skill
+
+Use this skill when an agent needs to write, review, or operate Ruby code using the `DhanHQ` gem.
+
+## Safety rules
+
+- Prefer read-only tools and SDK calls unless the user explicitly asks to trade.
+- Resolve instruments before trading with `DhanHQ::Models::Instrument.search` and use the returned `security_id` plus `exchange_segment`.
+- Preview every order with `DhanHQ::Agent::OrderPreview` before any live order placement.
+- Never place, modify, or cancel orders unless both `DHANHQ_MCP_ENABLE_WRITES=true` and `LIVE_TRADING=true` are set and the user has clearly confirmed the action.
+- Include a `correlation_id` for every agent-originated order.
+- Do not ask for or print access tokens.
+
+## Setup
+
+```ruby
+require "dhan_hq"
+require "dhan_hq/agent"
+
+DhanHQ.configure_with_env
+```
+
+Required environment variables:
+
+- `DHAN_CLIENT_ID`
+- `DHAN_ACCESS_TOKEN`
+
+Optional agent variables:
+
+- `DHANHQ_AGENT_SCOPES`, comma-separated scopes such as `portfolio:read,market:read,orders:read`
+- `DHANHQ_MCP_ENABLE_WRITES=true` for agent write tools
+- `LIVE_TRADING=true` for any live trading write
+
+## Common calls
+
+```ruby
+DhanHQ::Models::Profile.fetch
+DhanHQ::Models::Funds.fetch
+DhanHQ::Models::Holding.all
+DhanHQ::Models::Position.all
+DhanHQ::Models::Order.all
+DhanHQ::Models::Trade.today
+DhanHQ::Models::Instrument.search("RELIANCE", segments: ["NSE_EQ"], limit: 5)
+DhanHQ::Models::MarketFeed.ltp("NSE_EQ" => ["2885"])
+```
+
+## Order preview
+
+```ruby
+preview = DhanHQ::Agent::OrderPreview.new(
+  transaction_type: "BUY",
+  exchange_segment: "NSE_EQ",
+  product_type: "INTRADAY",
+  order_type: "MARKET",
+  validity: "DAY",
+  security_id: "2885",
+  quantity: 1,
+  correlation_id: "agent-20260702-001"
+)
+
+preview.to_h
+```
+
+## MCP server
+
+The gem includes a stdio MCP executable:
+
+```bash
+dhanhq-mcp
+```
+
+Start with read-only scopes. Add write scopes only for explicitly confirmed trading sessions.
+
+See the references directory for focused workflows.

data/skills/dhanhq-ruby/references/market_data.md

@@ -0,0 +1,3 @@
+# Market data with agents
+
+Use `DhanHQ::Models::Instrument.search` to resolve a query to Dhan security IDs, then call `DhanHQ::Models::MarketFeed.ltp`, `.ohlc`, or `.quote` with an exchange-segment keyed payload.

data/skills/dhanhq-ruby/references/orders.md

@@ -0,0 +1,7 @@
+# Orders with agents
+
+1. Search or otherwise verify the instrument.
+2. Build order params using Dhan constants and API docs.
+3. Run `DhanHQ::Agent::OrderPreview.new(params).to_h`.
+4. Ask the user to confirm the preview.
+5. Place only if `DHANHQ_MCP_ENABLE_WRITES=true`, `LIVE_TRADING=true`, and `orders:write` scope are present.

metadata

@@ -1,14 +1,14 @@
 --- !ruby/object:Gem::Specification
 name: DhanHQ
 version: !ruby/object:Gem::Version
-  version: 2.8.0
+  version: 3.0.1
 platform: ruby
 authors:
 - Shubham Taywade
 autorequire:
 bindir: exe
 cert_chain: []
-date: 2026-03-21 00:00:00.000000000 Z
+date: 2026-07-08 00:00:00.000000000 Z
 dependencies:
 - !ruby/object:Gem::Dependency
   name: activesupport
@@ -112,30 +112,16 @@ dependencies:
   name: faraday
   requirement: !ruby/object:Gem::Requirement
     requirements:
-    - - ">="
+    - - "~>"
       - !ruby/object:Gem::Version
-        version: '0'
+        version: '2.14'
   type: :runtime
   prerelease: false
   version_requirements: !ruby/object:Gem::Requirement
     requirements:
-    - - ">="
-      - !ruby/object:Gem::Version
-        version: '0'
-- !ruby/object:Gem::Dependency
-  name: faraday_middleware
-  requirement: !ruby/object:Gem::Requirement
-    requirements:
-    - - ">="
+    - - "~>"
       - !ruby/object:Gem::Version
-        version: '0'
-  type: :runtime
-  prerelease: false
-  version_requirements: !ruby/object:Gem::Requirement
-    requirements:
-    - - ">="
-      - !ruby/object:Gem::Version
-        version: '0'
+        version: '2.14'
 - !ruby/object:Gem::Dependency
   name: faye-websocket
   requirement: !ruby/object:Gem::Requirement
@@ -230,6 +216,14 @@ files:
 - docs/WEBSOCKET_PROTOCOL.md
 - docs/architecture-overview.svg
 - exe/DhanHQ
+- lib/DhanHQ.rb
+- lib/DhanHQ/agent.rb
+- lib/DhanHQ/agent/order_preview.rb
+- lib/DhanHQ/agent/policy.rb
+- lib/DhanHQ/agent/tool_registry.rb
+- lib/DhanHQ/ai.rb
+- lib/DhanHQ/ai/context_builder.rb
+- lib/DhanHQ/ai/prompt_helpers.rb
 - lib/DhanHQ/auth.rb
 - lib/DhanHQ/auth/token_generator.rb
 - lib/DhanHQ/auth/token_manager.rb
@@ -244,6 +238,7 @@ files:
 - lib/DhanHQ/contracts/expired_options_data_contract.rb
 - lib/DhanHQ/contracts/forever_order_contract.rb
 - lib/DhanHQ/contracts/historical_data_contract.rb
+- lib/DhanHQ/contracts/iceberg_order_contract.rb
 - lib/DhanHQ/contracts/instrument_list_contract.rb
 - lib/DhanHQ/contracts/intraday_historical_data_contract.rb
 - lib/DhanHQ/contracts/margin_calculator_contract.rb
@@ -259,6 +254,7 @@ files:
 - lib/DhanHQ/contracts/trade_by_order_id_contract.rb
 - lib/DhanHQ/contracts/trade_contract.rb
 - lib/DhanHQ/contracts/trade_history_contract.rb
+- lib/DhanHQ/contracts/twap_order_contract.rb
 - lib/DhanHQ/contracts/user_ip_contract.rb
 - lib/DhanHQ/core/auth_api.rb
 - lib/DhanHQ/core/base_api.rb
@@ -267,13 +263,23 @@ files:
 - lib/DhanHQ/core/error_handler.rb
 - lib/DhanHQ/error_object.rb
 - lib/DhanHQ/errors.rb
+- lib/DhanHQ/events.rb
+- lib/DhanHQ/events/base.rb
+- lib/DhanHQ/events/bus.rb
 - lib/DhanHQ/helpers/api_helper.rb
 - lib/DhanHQ/helpers/attribute_helper.rb
 - lib/DhanHQ/helpers/model_helper.rb
 - lib/DhanHQ/helpers/request_helper.rb
 - lib/DhanHQ/helpers/response_helper.rb
 - lib/DhanHQ/helpers/validation_helper.rb
+- lib/DhanHQ/indicators.rb
 - lib/DhanHQ/json_loader.rb
+- lib/DhanHQ/market_data.rb
+- lib/DhanHQ/market_data/market_snapshot.rb
+- lib/DhanHQ/market_data/ohlc_series.rb
+- lib/DhanHQ/market_data/option_snapshot.rb
+- lib/DhanHQ/mcp.rb
+- lib/DhanHQ/mcp/server.rb
 - lib/DhanHQ/models/alert_order.rb
 - lib/DhanHQ/models/concerns/api_response_handler.rb
 - lib/DhanHQ/models/edis.rb
@@ -282,6 +288,7 @@ files:
 - lib/DhanHQ/models/funds.rb
 - lib/DhanHQ/models/historical_data.rb
 - lib/DhanHQ/models/holding.rb
+- lib/DhanHQ/models/iceberg_order.rb
 - lib/DhanHQ/models/instrument.rb
 - lib/DhanHQ/models/instrument_helpers.rb
 - lib/DhanHQ/models/kill_switch.rb
@@ -295,9 +302,14 @@ files:
 - lib/DhanHQ/models/position.rb
 - lib/DhanHQ/models/postback.rb
 - lib/DhanHQ/models/profile.rb
+- lib/DhanHQ/models/search_result.rb
 - lib/DhanHQ/models/super_order.rb
 - lib/DhanHQ/models/token_response.rb
 - lib/DhanHQ/models/trade.rb
+- lib/DhanHQ/models/twap_order.rb
+- lib/DhanHQ/option_analytics.rb
+- lib/DhanHQ/option_analytics/black_scholes.rb
+- lib/DhanHQ/option_analytics/max_pain.rb
 - lib/DhanHQ/rate_limiter.rb
 - lib/DhanHQ/requests/optionchain/nifty.json
 - lib/DhanHQ/requests/optionchain/nifty_expiries.json
@@ -309,6 +321,7 @@ files:
 - lib/DhanHQ/resources/funds.rb
 - lib/DhanHQ/resources/historical_data.rb
 - lib/DhanHQ/resources/holdings.rb
+- lib/DhanHQ/resources/iceberg_orders.rb
 - lib/DhanHQ/resources/instruments.rb
 - lib/DhanHQ/resources/ip_setup.rb
 - lib/DhanHQ/resources/kill_switch.rb
@@ -323,6 +336,27 @@ files:
 - lib/DhanHQ/resources/super_orders.rb
 - lib/DhanHQ/resources/trader_control.rb
 - lib/DhanHQ/resources/trades.rb
+- lib/DhanHQ/resources/twap_orders.rb
+- lib/DhanHQ/risk.rb
+- lib/DhanHQ/risk/checks/asm_gsm.rb
+- lib/DhanHQ/risk/checks/market_hours.rb
+- lib/DhanHQ/risk/checks/options.rb
+- lib/DhanHQ/risk/checks/order_type.rb
+- lib/DhanHQ/risk/checks/product_support.rb
+- lib/DhanHQ/risk/checks/quantity.rb
+- lib/DhanHQ/risk/checks/trading_permission.rb
+- lib/DhanHQ/risk/pipeline.rb
+- lib/DhanHQ/skills.rb
+- lib/DhanHQ/skills/base.rb
+- lib/DhanHQ/skills/builtin/buy_atm_call.rb
+- lib/DhanHQ/skills/builtin/iron_condor.rb
+- lib/DhanHQ/skills/builtin/square_off_all.rb
+- lib/DhanHQ/skills/builtin/square_off_position.rb
+- lib/DhanHQ/skills/builtin/strangle.rb
+- lib/DhanHQ/skills/registry.rb
+- lib/DhanHQ/skills/workflow.rb
+- lib/DhanHQ/strategy.rb
+- lib/DhanHQ/strategy/base.rb
 - lib/DhanHQ/utils/network_inspector.rb
 - lib/DhanHQ/version.rb
 - lib/DhanHQ/ws.rb
@@ -354,6 +388,10 @@ files:
 - lib/DhanHQ/ws/sub_state.rb
 - lib/DhanHQ/ws/websocket_packet_parser.rb
 - lib/dhan_hq.rb
+- lib/dhan_hq/agent.rb
+- lib/dhan_hq/analysis.rb
+- lib/dhan_hq/mcp.rb
+- lib/dhan_hq/ta.rb
 - lib/dhanhq/analysis/helpers/bias_aggregator.rb
 - lib/dhanhq/analysis/helpers/moneyness_helper.rb
 - lib/dhanhq/analysis/multi_timeframe_analyzer.rb
@@ -367,6 +405,9 @@ files:
 - lib/ta/market_calendar.rb
 - lib/ta/technical_analysis.rb
 - sig/DhanHQ.rbs
+- skills/dhanhq-ruby/SKILL.md
+- skills/dhanhq-ruby/references/market_data.md
+- skills/dhanhq-ruby/references/orders.md
 - watchlist.csv
 homepage: https://github.com/shubhamtaywade82/dhanhq-client
 licenses: