DhanHQ 3.2.0 → 3.2.1

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: 3.2.0
+  version: 3.2.1
 platform: ruby
 authors:
 - Shubham Taywade
 autorequire:
 bindir: exe
 cert_chain: []
-date: 2026-07-25 00:00:00.000000000 Z
+date: 2026-07-26 00:00:00.000000000 Z
 dependencies:
 - !ruby/object:Gem::Dependency
   name: activesupport
@@ -176,8 +176,10 @@ executables:
 extensions: []
 extra_rdoc_files: []
 files:
+- AGENTS.md
 - ARCHITECTURE.md
 - CHANGELOG.md
+- CODE_OF_CONDUCT.md
 - GUIDE.md
 - LICENSE.txt
 - README.md
@@ -435,6 +437,34 @@ 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
 homepage: https://github.com/shubhamtaywade82/dhanhq-client
 licenses:
 - MIT