DhanHQ 3.1.0 → 3.2.1

data/lib/dhanhq/analysis/options_buying_advisor.rb

@@ -100,13 +100,13 @@ module DhanHQ
         # Choose the nearest expiry (first element); adjust selection if API returns sorted differently
         expiry = expiries.first
         raw = DhanHQ::Models::OptionChain.fetch(underlying_scrip: sid.to_i, underlying_seg: seg, expiry: expiry)
-        oc = raw[:oc] || {}
-        # Transform OC structure into advisor-friendly array [{ strike:, ce: {...}, pe: {...} }]
-        @data[:option_chain] = oc.map do |strike, strike_data|
+        strikes = raw[:strikes] || []
+        # Transform normalized strikes into advisor-friendly array [{ strike:, ce: {...}, pe: {...} }]
+        @data[:option_chain] = strikes.map do |entry|
           {
-            strike: strike.to_f,
-            ce: normalize_leg(strike_data["ce"] || {}),
-            pe: normalize_leg(strike_data["pe"] || {})
+            strike: entry[:strike].to_f,
+            ce: normalize_leg(entry[:call] || {}),
+            pe: normalize_leg(entry[:put] || {})
           }
         end
       rescue StandardError
@@ -114,11 +114,12 @@ module DhanHQ
       end
 
       def normalize_leg(cepe)
+        greeks = cepe[:greeks] || {}
         {
-          ltp: cepe["last_price"], bid: cepe["best_bid_price"], ask: cepe["best_ask_price"],
-          iv: cepe["iv"], oi: cepe["oi"], volume: cepe["volume"],
-          delta: cepe["delta"], gamma: cepe["gamma"], vega: cepe["vega"], theta: cepe["theta"],
-          lot_size: cepe["lot_size"], tradable: true
+          ltp: cepe[:last_price], bid: cepe[:top_bid_price], ask: cepe[:top_ask_price],
+          iv: cepe[:implied_volatility], oi: cepe[:oi], volume: cepe[:volume],
+          delta: greeks[:delta], gamma: greeks[:gamma], vega: greeks[:vega], theta: greeks[:theta],
+          security_id: cepe[:security_id], tradable: true
         }
       end
 

data/skills/dhanhq-ruby/SKILL.md

@@ -104,7 +104,8 @@ Use constants from the `DhanHQ::Constants` module for segments, order types, val
 | Option chain | `DhanHQ::Models::OptionChain.fetch(params)` |
 | Expiry list | `DhanHQ::Models::OptionChain.fetch_expiry_list(params)` |
 | Search instruments | `DhanHQ::Models::Instrument.search(query, options)` |
-| Find specific instrument | `DhanHQ::Models::Instrument.find(exchange_segment, symbol, options)` |
+| Find specific instrument by symbol | `DhanHQ::Models::Instrument.find(exchange_segment, symbol, options)` |
+| Find specific instrument by security ID | `DhanHQ::Models::Instrument.find_by_security_id(exchange_segment, security_id)` |
 | Find instrument anywhere | `DhanHQ::Models::Instrument.find_anywhere(symbol, options)` |
 | Super orders | `DhanHQ::Models::SuperOrder.create(params)` |
 | Forever orders | `DhanHQ::Models::ForeverOrder.create(params)` |

data/skills/dhanhq-ruby/examples/order_management.rb

@@ -27,6 +27,13 @@ if ENV["RUN_LIVE_EXAMPLE"] != "1"
   exit 0
 end
 
+# The gem has its own independent safety gate: Order.place/modify/cancel raise
+# DhanHQ::LiveTradingDisabledError unless ENV["LIVE_TRADING"]="true" is also set.
+if ENV["LIVE_TRADING"] != "true"
+  puts "Also set ENV['LIVE_TRADING']='true' — the SDK blocks order placement without it."
+  exit 0
+end
+
 # Step 1: Place a limit order (well below market for demo — won't fill)
 puts "Step 1: Placing limit buy order for RELIANCE..."
 order = DhanHQ::Models::Order.place(

data/skills/dhanhq-ruby/references/common-workflows.md

@@ -23,20 +23,20 @@ end
 
 Use this flow for selling demat holdings:
 1. Fetch holdings and identify ISIN.
-2. Generate TPIN: `DhanHQ::Models::EDIS.generate_tpin`
-3. Open authorization form: `DhanHQ::Models::EDIS.open_browser_for_tpin(isin: "...", qty: 5, exchange: "NSE")`
-4. Check inquiry: `DhanHQ::Models::EDIS.inquiry(isin: "...")`
+2. Generate TPIN: `DhanHQ::Models::Edis.generate_tpin`
+3. Generate the authorization form: `DhanHQ::Models::Edis.generate_form(isin: "...", qty: 5, exchange: "NSE", segment: "EQ")`
+4. Check status: `DhanHQ::Models::Edis.inquire(isin: "...")`
 5. Place the sell order.
 
 ```ruby
 # Generate TPIN
-DhanHQ::Models::EDIS.generate_tpin
+DhanHQ::Models::Edis.generate_tpin
 
-# Open authorization portal
-DhanHQ::Models::EDIS.open_browser_for_tpin(isin: "INE002A01018", qty: 5, exchange: "NSE")
+# Generate authorization form
+DhanHQ::Models::Edis.generate_form(isin: "INE002A01018", qty: 5, exchange: "NSE", segment: "EQ")
 
-# Inquiry
-status = DhanHQ::Models::EDIS.inquiry(isin: "INE002A01018")
+# Check status
+status = DhanHQ::Models::Edis.inquire(isin: "INE002A01018")
 ```
 
 ## Single-Leg F&O Execution

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

@@ -39,9 +39,13 @@ Official instrument sources (managed by the SDK internally):
 Use the SDK's built-in helper methods on the `Instrument` class:
 
 ```ruby
-# Find specific instrument in a segment (exact match)
+# Find specific instrument in a segment by symbol name (exact match)
 inst = DhanHQ::Models::Instrument.find("NSE_EQ", "RELIANCE")
 
+# Find by security ID instead of symbol name — use this, not `.find`, when you
+# already have a security_id (e.g. from an order, position, or option chain leg)
+inst = DhanHQ::Models::Instrument.find_by_security_id("NSE_EQ", "2885")
+
 # Search across multiple segments (finds any match)
 inst = DhanHQ::Models::Instrument.find_anywhere("RELIANCE")
 
@@ -49,6 +53,8 @@ inst = DhanHQ::Models::Instrument.find_anywhere("RELIANCE")
 results = DhanHQ::Models::Instrument.search("RELIANCE")
 ```
 
+`.find`'s second argument is always a **symbol name**, never a security ID — passing a security ID there silently returns `nil` (it searches symbol/underlying-symbol text, doesn't match on ID). Use `.find_by_security_id` when resolving by ID.
+
 Or leverage the helper layer in `scripts/dhan_helpers.rb`:
 
 ```ruby

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

@@ -3,6 +3,8 @@
 Critical API rules:
 - Order placement, modification, cancellation, super orders, and forever orders require static IP whitelisting.
 - Dhan's current order docs say API market orders are converted to limit orders with MPP.
+- **`ENV["LIVE_TRADING"]="true"` is required for `place`/`create`/`modify`/`cancel` to actually submit anything** — the gem raises `DhanHQ::LiveTradingDisabledError` otherwise, as a safety gate against accidental order placement from a dev machine.
+- **`correlation_id` must be 25 characters or fewer.** Dhan's real API rejects the entire order with a generic `DH-905` error if exceeded — it doesn't say which field was wrong.
 
 ## Regular Orders
 

metadata

@@ -1,14 +1,14 @@
 --- !ruby/object:Gem::Specification
 name: DhanHQ
 version: !ruby/object:Gem::Version
-  version: 3.1.0
+  version: 3.2.1
 platform: ruby
 authors:
 - Shubham Taywade
 autorequire:
 bindir: exe
 cert_chain: []
-date: 2026-07-20 00:00:00.000000000 Z
+date: 2026-07-26 00:00:00.000000000 Z
 dependencies:
 - !ruby/object:Gem::Dependency
   name: activesupport
@@ -176,9 +176,6 @@ executables:
 extensions: []
 extra_rdoc_files: []
 files:
-- ".rspec"
-- ".rubocop.yml"
-- ".rubocop_todo.yml"
 - AGENTS.md
 - ARCHITECTURE.md
 - CHANGELOG.md
@@ -186,11 +183,7 @@ files:
 - GUIDE.md
 - LICENSE.txt
 - README.md
-- Rakefile
-- TAGS
 - config/initializers/order_update_hub.rb
-- core
-- diagram.html
 - docs/API_DOCS_GAPS.md
 - docs/API_VERIFICATION.md
 - docs/AUTHENTICATION.md
@@ -220,9 +213,14 @@ files:
 - exe/dhanhq-mcp
 - lib/DhanHQ.rb
 - lib/DhanHQ/agent.rb
+- lib/DhanHQ/agent/key_coercion.rb
 - lib/DhanHQ/agent/order_preview.rb
 - lib/DhanHQ/agent/policy.rb
+- lib/DhanHQ/agent/tool.rb
+- lib/DhanHQ/agent/tool_catalogue.rb
+- lib/DhanHQ/agent/tool_handlers.rb
 - lib/DhanHQ/agent/tool_registry.rb
+- lib/DhanHQ/agent/tool_schemas.rb
 - lib/DhanHQ/ai.rb
 - lib/DhanHQ/ai/context_builder.rb
 - lib/DhanHQ/ai/prompt_helpers.rb
@@ -239,6 +237,10 @@ files:
 - lib/DhanHQ/contracts/edis_contract.rb
 - lib/DhanHQ/contracts/expired_options_data_contract.rb
 - lib/DhanHQ/contracts/forever_order_contract.rb
+- lib/DhanHQ/contracts/global_stocks_estimator_contract.rb
+- lib/DhanHQ/contracts/global_stocks_modify_order_contract.rb
+- lib/DhanHQ/contracts/global_stocks_order_contract.rb
+- lib/DhanHQ/contracts/global_stocks_place_order_contract.rb
 - lib/DhanHQ/contracts/historical_data_contract.rb
 - lib/DhanHQ/contracts/iceberg_order_contract.rb
 - lib/DhanHQ/contracts/instrument_list_contract.rb
@@ -246,6 +248,7 @@ files:
 - lib/DhanHQ/contracts/margin_calculator_contract.rb
 - lib/DhanHQ/contracts/market_feed_contract.rb
 - lib/DhanHQ/contracts/modify_order_contract.rb
+- lib/DhanHQ/contracts/multi_order_contract.rb
 - lib/DhanHQ/contracts/multi_scrip_margin_calc_request_contract.rb
 - lib/DhanHQ/contracts/option_chain_contract.rb
 - lib/DhanHQ/contracts/order_contract.rb
@@ -263,6 +266,8 @@ files:
 - lib/DhanHQ/core/base_model.rb
 - lib/DhanHQ/core/base_resource.rb
 - lib/DhanHQ/core/error_handler.rb
+- lib/DhanHQ/dry_run/ledger.rb
+- lib/DhanHQ/dry_run/simulator.rb
 - lib/DhanHQ/error_object.rb
 - lib/DhanHQ/errors.rb
 - lib/DhanHQ/events.rb
@@ -288,6 +293,13 @@ files:
 - lib/DhanHQ/models/expired_options_data.rb
 - lib/DhanHQ/models/forever_order.rb
 - lib/DhanHQ/models/funds.rb
+- lib/DhanHQ/models/global_stocks/funds.rb
+- lib/DhanHQ/models/global_stocks/holding.rb
+- lib/DhanHQ/models/global_stocks/margin.rb
+- lib/DhanHQ/models/global_stocks/market_status.rb
+- lib/DhanHQ/models/global_stocks/order.rb
+- lib/DhanHQ/models/global_stocks/order_estimate.rb
+- lib/DhanHQ/models/global_stocks/trade.rb
 - lib/DhanHQ/models/historical_data.rb
 - lib/DhanHQ/models/holding.rb
 - lib/DhanHQ/models/iceberg_order.rb
@@ -297,6 +309,7 @@ files:
 - lib/DhanHQ/models/ledger_entry.rb
 - lib/DhanHQ/models/margin.rb
 - lib/DhanHQ/models/market_feed.rb
+- lib/DhanHQ/models/multi_order.rb
 - lib/DhanHQ/models/option_chain.rb
 - lib/DhanHQ/models/order.rb
 - lib/DhanHQ/models/order_update.rb
@@ -321,6 +334,12 @@ files:
 - lib/DhanHQ/resources/expired_options_data.rb
 - lib/DhanHQ/resources/forever_orders.rb
 - lib/DhanHQ/resources/funds.rb
+- lib/DhanHQ/resources/global_stocks/funds.rb
+- lib/DhanHQ/resources/global_stocks/holdings.rb
+- lib/DhanHQ/resources/global_stocks/margin_calculator.rb
+- lib/DhanHQ/resources/global_stocks/market_status.rb
+- lib/DhanHQ/resources/global_stocks/orders.rb
+- lib/DhanHQ/resources/global_stocks/trades.rb
 - lib/DhanHQ/resources/historical_data.rb
 - lib/DhanHQ/resources/holdings.rb
 - lib/DhanHQ/resources/iceberg_orders.rb
@@ -329,6 +348,7 @@ files:
 - lib/DhanHQ/resources/kill_switch.rb
 - lib/DhanHQ/resources/margin_calculator.rb
 - lib/DhanHQ/resources/market_feed.rb
+- lib/DhanHQ/resources/multi_orders.rb
 - lib/DhanHQ/resources/option_chain.rb
 - lib/DhanHQ/resources/orders.rb
 - lib/DhanHQ/resources/pnl_exit.rb
@@ -370,6 +390,7 @@ files:
 - lib/DhanHQ/strategy/base.rb
 - lib/DhanHQ/utils/network_inspector.rb
 - lib/DhanHQ/version.rb
+- lib/DhanHQ/write_paths.rb
 - lib/DhanHQ/ws.rb
 - lib/DhanHQ/ws/base_connection.rb
 - lib/DhanHQ/ws/client.rb
@@ -444,7 +465,6 @@ files:
 - 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:
 - MIT

data/.rspec

@@ -1,3 +0,0 @@
---format documentation
---color
---require spec_helper

data/.rubocop.yml

@@ -1,50 +0,0 @@
-inherit_from: .rubocop_todo.yml
-
-plugins:
-  - rubocop-rspec
-  - rubocop-performance
-
-require:
-  - rubocop-rake
-  - ./lib/rubocop/cop/dhanhq/use_constants.rb
-
-AllCops:
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-
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-
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-
-Layout/LineLength:
-  Exclude:
-    - "bin/call_all_endpoints.rb"
-
-DhanHQ/UseConstants:
-  Enabled: true
-  Exclude:
-    - "lib/DhanHQ/constants.rb"
-    - "lib/DhanHQ/ws/segments.rb"
-    - "spec/**/*"

data/.rubocop_todo.yml

@@ -1,217 +0,0 @@
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-# on 2026-01-19 19:18:55 UTC using RuboCop version 1.82.1.
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-Lint/DuplicateBranch:
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data/Rakefile

@@ -1,14 +0,0 @@
-# frozen_string_literal: true
-
-require "bundler/gem_tasks"
-require "rspec/core/rake_task"
-
-RSpec::Core::RakeTask.new(:spec)
-
-require "rubocop/rake_task"
-
-# Single RuboCop task; the gem also registers rubocop:autocorrect and rubocop:autocorrect_all.
-desc "Run RuboCop"
-RuboCop::RakeTask.new(:rubocop)
-
-task default: %i[spec rubocop]

data/TAGS

@@ -1,10 +0,0 @@
-
-lib/DhanHQ/version.rb,97
-module DhanHQDhanHQ
3,0
-  VERSION = "0.1.0"VERSION
4,0
-  VERSION = "0.1.0"DhanHQ::VERSION
4,0
-
-lib/DhanHQ.rb,123
-module DhanHQDhanHQ
5,0
-  class Error < StandardError; endError
6,0
-  class Error < StandardError; endDhanHQ::Error
6,0