DhanHQ 3.0.0 → 3.1.0

data/skills/dhanhq-ruby/scripts/validate_order.rb

@@ -0,0 +1,169 @@
+#!/usr/bin/env ruby
+# frozen_string_literal: true
+# rubocop:disable Metrics/AbcSize
+# rubocop:disable Metrics/CyclomaticComplexity
+# rubocop:disable Metrics/PerceivedComplexity
+# rubocop:disable Metrics/ParameterLists
+# rubocop:disable Style/FormatString
+
+require "date"
+
+LOT_SIZES = {
+  "NIFTY" => 75,
+  "BANKNIFTY" => 15,
+  "FINNIFTY" => 25,
+  "MIDCPNIFTY" => 50,
+  "SENSEX" => 10
+}.freeze
+
+FREEZE_QTY = {
+  "NIFTY" => 1800,
+  "BANKNIFTY" => 900,
+  "FINNIFTY" => 1000,
+  "MIDCPNIFTY" => 2800,
+  "SENSEX" => 500
+}.freeze
+
+VALID_EXCHANGE_SEGMENTS = %w[
+  NSE_EQ BSE_EQ NSE_FNO BSE_FNO MCX_COMM NSE_CURRENCY BSE_CURRENCY
+].freeze
+
+EQUITY_SEGMENTS = %w[NSE_EQ BSE_EQ].freeze
+DERIVATIVE_SEGMENTS = %w[NSE_FNO BSE_FNO MCX_COMM NSE_CURRENCY BSE_CURRENCY].freeze
+
+EQUITY_PRODUCT_TYPES = %w[CNC INTRADAY MARGIN MTF].freeze
+DERIVATIVE_PRODUCT_TYPES = %w[INTRADAY MARGIN].freeze
+
+VALID_ORDER_TYPES = %w[LIMIT MARKET STOP_LOSS STOP_LOSS_MARKET].freeze
+VALID_TRANSACTION_TYPES = %w[BUY SELL].freeze
+VALID_VALIDITY = %w[DAY IOC].freeze
+
+NOTIONAL_WARNING_THRESHOLD = 50_000
+
+def _infer_lot_size(trading_symbol)
+  return nil if trading_symbol.nil? || trading_symbol.to_s.empty?
+
+  symbol_upper = trading_symbol.to_s.upcase
+  LOT_SIZES.each do |name, lot_size|
+    return lot_size if symbol_upper.include?(name)
+  end
+  nil
+end
+
+def _infer_freeze_qty(trading_symbol)
+  return nil if trading_symbol.nil? || trading_symbol.to_s.empty?
+
+  symbol_upper = trading_symbol.to_s.upcase
+  FREEZE_QTY.each do |name, freeze_qty|
+    return freeze_qty if symbol_upper.include?(name)
+  end
+  nil
+end
+
+def validate_order(
+  security_id: nil,
+  exchange_segment: nil,
+  transaction_type: nil,
+  quantity: nil,
+  order_type: nil,
+  product_type: nil,
+  price: 0.0,
+  trigger_price: 0.0,
+  validity: DhanHQ::Constants::Validity::DAY,
+  after_market_order: false,
+  trading_symbol: nil,
+  lot_size: nil
+)
+  errors = []
+  warnings = []
+
+  exchange_segment = exchange_segment&.to_s&.upcase
+  transaction_type = transaction_type&.to_s&.upcase
+  order_type = order_type&.to_s&.upcase
+  product_type = product_type&.to_s&.upcase
+  validity = validity&.to_s&.upcase
+
+  errors << "security_id is required" if security_id.nil? || security_id.to_s.empty?
+  errors << "exchange_segment is required" if exchange_segment.nil? || exchange_segment.to_s.empty?
+  errors << "transaction_type is required" if transaction_type.nil? || transaction_type.to_s.empty?
+  errors << "quantity must be a positive integer" if quantity.nil? || quantity.to_i <= 0
+  errors << "order_type is required" if order_type.nil? || order_type.to_s.empty?
+  errors << "product_type is required" if product_type.nil? || product_type.to_s.empty?
+
+  errors << "Invalid exchange_segment: #{exchange_segment}" if exchange_segment && !VALID_EXCHANGE_SEGMENTS.include?(exchange_segment)
+  errors << "Invalid transaction_type: #{transaction_type}" if transaction_type && !VALID_TRANSACTION_TYPES.include?(transaction_type)
+  errors << "Invalid order_type: #{order_type}" if order_type && !VALID_ORDER_TYPES.include?(order_type)
+  errors << "Invalid validity: #{validity}" if validity && !VALID_VALIDITY.include?(validity)
+
+  errors << "price is required for #{order_type} orders" if %w[LIMIT STOP_LOSS].include?(order_type) && price.to_f <= 0
+  errors << "trigger_price is required for #{order_type} orders" if %w[STOP_LOSS STOP_LOSS_MARKET].include?(order_type) && trigger_price.to_f <= 0
+
+  if exchange_segment && EQUITY_SEGMENTS.include?(exchange_segment) && product_type && !EQUITY_PRODUCT_TYPES.include?(product_type)
+    errors << "Invalid product_type '#{product_type}' for equity segment '#{exchange_segment}'. Valid values: #{EQUITY_PRODUCT_TYPES.sort}"
+  end
+
+  if exchange_segment && DERIVATIVE_SEGMENTS.include?(exchange_segment) && product_type && !DERIVATIVE_PRODUCT_TYPES.include?(product_type)
+    errors << "Invalid product_type '#{product_type}' for derivative segment '#{exchange_segment}'. Valid values: #{DERIVATIVE_PRODUCT_TYPES.sort}"
+  end
+
+  warnings << "Dhan's current order docs say API market orders are converted to limit orders with MPP." if order_type == DhanHQ::Constants::OrderType::MARKET
+
+  effective_lot_size = lot_size || _infer_lot_size(trading_symbol)
+  if exchange_segment && DERIVATIVE_SEGMENTS.include?(exchange_segment) && quantity
+    if effective_lot_size && quantity.to_i % effective_lot_size != 0
+      errors << "Derivative quantity must be a multiple of lot size #{effective_lot_size}. Got #{quantity}."
+    elsif effective_lot_size.nil?
+      warnings << "Could not resolve a lot size from the provided data. Confirm lot size from the security master before placing."
+    end
+
+    freeze_qty = _infer_freeze_qty(trading_symbol)
+    if freeze_qty && quantity.to_i > freeze_qty
+      warnings << "Quantity #{quantity} exceeds fallback freeze quantity #{freeze_qty}. Consider place_slice_order() after verifying the latest exchange freeze limits."
+    end
+  end
+
+  if price.to_f.positive? && quantity
+    notional = price.to_f * quantity.to_i
+    warnings << "High notional value: Rs. #{"%.2f" % notional} exceeds the Rs. 50,000 warning threshold." if notional > NOTIONAL_WARNING_THRESHOLD
+  end
+
+  unless after_market_order
+    now = Time.now
+    if now.saturday? || now.sunday?
+      warnings << "Market is closed on weekends. Use AMO only if that is intentional."
+    elsif now.hour < 9 || (now.hour == 9 && now.min < 15)
+      warnings << "Regular market is not yet open."
+    elsif now.hour > 15 || (now.hour == 15 && now.min > 30)
+      warnings << "Regular market is closed. Use AMO only if that is intentional."
+    end
+  end
+
+  {
+    "valid" => errors.empty?,
+    "errors" => errors,
+    "warnings" => warnings
+  }
+end
+
+def print_validation(result)
+  if result["valid"]
+    puts "Order validation: PASS"
+  else
+    puts "Order validation: FAIL"
+    result["errors"].each { |error| puts "  ERROR: #{error}" }
+  end
+  result["warnings"].each { |warning| puts "  WARNING: #{warning}" }
+end
+
+if __FILE__ == $PROGRAM_NAME
+  sample = validate_order(
+    security_id: "2885",
+    exchange_segment: DhanHQ::Constants::ExchangeSegment::NSE_EQ,
+    transaction_type: DhanHQ::Constants::TransactionType::BUY,
+    quantity: 10,
+    order_type: DhanHQ::Constants::OrderType::LIMIT,
+    product_type: DhanHQ::Constants::ProductType::CNC,
+    price: 2450
+  )
+  print_validation(sample)
+end

metadata

@@ -1,14 +1,14 @@
 --- !ruby/object:Gem::Specification
 name: DhanHQ
 version: !ruby/object:Gem::Version
-  version: 3.0.0
+  version: 3.1.0
 platform: ruby
 authors:
 - Shubham Taywade
 autorequire:
 bindir: exe
 cert_chain: []
-date: 2026-05-19 00:00:00.000000000 Z
+date: 2026-07-20 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
@@ -186,6 +172,7 @@ email:
 - shubhamtaywade82@gmail.com
 executables:
 - DhanHQ
+- dhanhq-mcp
 extensions: []
 extra_rdoc_files: []
 files:
@@ -230,6 +217,15 @@ files:
 - docs/WEBSOCKET_PROTOCOL.md
 - docs/architecture-overview.svg
 - exe/DhanHQ
+- exe/dhanhq-mcp
+- 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 +240,7 @@ 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 +256,7 @@ 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 +265,23 @@ 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 +290,7 @@ 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 +304,14 @@ 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 +323,7 @@ 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 +338,36 @@ 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/concentration.rb
+- lib/DhanHQ/risk/checks/market_hours.rb
+- lib/DhanHQ/risk/checks/max_loss.rb
+- lib/DhanHQ/risk/checks/options.rb
+- lib/DhanHQ/risk/checks/order_type.rb
+- lib/DhanHQ/risk/checks/position_limits.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/bear_call_spread.rb
+- lib/DhanHQ/skills/builtin/bull_put_spread.rb
+- lib/DhanHQ/skills/builtin/buy_atm_call.rb
+- lib/DhanHQ/skills/builtin/covered_call.rb
+- lib/DhanHQ/skills/builtin/iron_condor.rb
+- lib/DhanHQ/skills/builtin/market_data_summarizer.rb
+- lib/DhanHQ/skills/builtin/protective_put.rb
+- lib/DhanHQ/skills/builtin/square_off_all.rb
+- lib/DhanHQ/skills/builtin/square_off_position.rb
+- lib/DhanHQ/skills/builtin/straddle.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
@@ -354,7 +399,9 @@ 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
@@ -369,6 +416,34 @@ files:
 - lib/ta/market_calendar.rb
 - lib/ta/technical_analysis.rb
 - sig/DhanHQ.rbs
+- skills/dhanhq-ruby/SKILL.md
+- skills/dhanhq-ruby/examples/fetch_option_chain.rb
+- skills/dhanhq-ruby/examples/gtt_forever_order.rb
+- skills/dhanhq-ruby/examples/historical_data_analysis.rb
+- skills/dhanhq-ruby/examples/iron_condor.rb
+- skills/dhanhq-ruby/examples/live_feed_setup.rb
+- skills/dhanhq-ruby/examples/margin_check.rb
+- skills/dhanhq-ruby/examples/order_management.rb
+- skills/dhanhq-ruby/examples/place_equity_order.rb
+- skills/dhanhq-ruby/examples/place_fno_order.rb
+- skills/dhanhq-ruby/examples/portfolio_summary.rb
+- skills/dhanhq-ruby/examples/super_order_with_sl.rb
+- skills/dhanhq-ruby/references/backtesting-with-dhan.md
+- skills/dhanhq-ruby/references/common-workflows.md
+- skills/dhanhq-ruby/references/error-codes.md
+- skills/dhanhq-ruby/references/funds.md
+- skills/dhanhq-ruby/references/instruments.md
+- skills/dhanhq-ruby/references/live-feed.md
+- skills/dhanhq-ruby/references/market-data.md
+- skills/dhanhq-ruby/references/option-chain.md
+- skills/dhanhq-ruby/references/options-analysis-patterns.md
+- skills/dhanhq-ruby/references/orders.md
+- skills/dhanhq-ruby/references/portfolio.md
+- skills/dhanhq-ruby/references/scanx-data.md
+- skills/dhanhq-ruby/scripts/dhan_helpers.rb
+- skills/dhanhq-ruby/scripts/resolve_security.rb
+- skills/dhanhq-ruby/scripts/trade_logger.rb
+- skills/dhanhq-ruby/scripts/validate_order.rb
 - watchlist.csv
 homepage: https://github.com/shubhamtaywade82/dhanhq-client
 licenses: