DhanHQ 2.4.0 → 2.5.0

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Files changed (22) hide show
  1. checksums.yaml +4 -4
  2. data/CHANGELOG.md +33 -1
  3. data/README.md +194 -752
  4. data/docs/AUTHENTICATION.md +71 -9
  5. data/docs/CONFIGURATION.md +109 -0
  6. data/docs/SUPER_ORDERS.md +284 -0
  7. data/docs/TROUBLESHOOTING.md +117 -0
  8. data/docs/WEBSOCKET_PROTOCOL.md +154 -0
  9. data/lib/DhanHQ/models/alert_order.rb +22 -0
  10. data/lib/DhanHQ/models/edis.rb +110 -0
  11. data/lib/DhanHQ/models/kill_switch.rb +22 -0
  12. data/lib/DhanHQ/models/margin.rb +49 -0
  13. data/lib/DhanHQ/models/pnl_exit.rb +130 -0
  14. data/lib/DhanHQ/models/position.rb +22 -0
  15. data/lib/DhanHQ/models/postback.rb +123 -0
  16. data/lib/DhanHQ/resources/kill_switch.rb +8 -0
  17. data/lib/DhanHQ/resources/margin_calculator.rb +9 -0
  18. data/lib/DhanHQ/resources/pnl_exit.rb +37 -0
  19. data/lib/DhanHQ/resources/positions.rb +8 -0
  20. data/lib/DhanHQ/version.rb +1 -1
  21. metadata +11 -3
  22. /data/{README1.md → docs/ARCHIVE_README.md} +0 -0
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data/CHANGELOG.md CHANGED
@@ -1,4 +1,36 @@
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- ## [Unreleased]
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+ ## [2.5.0] - 2026-02-21
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+
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+ ### Added
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+
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+ #### New Endpoints — Full Dhan API v2 Parity
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+ - **Exit All Positions**: `DhanHQ::Models::Position.exit_all!` — emergency closure of all positions and cancellation of all open orders via `DELETE /v2/positions`. Resource method: `DhanHQ::Resources::Positions#exit_all`.
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+ - **Kill Switch Status**: `DhanHQ::Models::KillSwitch.status` — query current kill switch state via `GET /v2/killswitch`. Resource method: `DhanHQ::Resources::KillSwitch#status`.
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+ - **P&L Based Exit**: New `DhanHQ::Models::PnlExit` model and `DhanHQ::Resources::PnlExit` resource for automatic profit/loss-based position exit:
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+ - `PnlExit.configure(profit_value:, loss_value:, product_type:, enable_kill_switch:)` — `POST /v2/pnlExit`
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+ - `PnlExit.stop` — `DELETE /v2/pnlExit`
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+ - `PnlExit.status` — `GET /v2/pnlExit`
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+ - **Multi-Order Margin Calculator**: `DhanHQ::Models::Margin.calculate_multi` — batch margin calculation with hedge benefit across multiple instruments via `POST /v2/margincalculator/multi`. Resource method: `DhanHQ::Resources::MarginCalculator#calculate_multi`.
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+ - **EDIS Model**: New `DhanHQ::Models::Edis` wrapping existing `DhanHQ::Resources::Edis` with ORM-style class methods:
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+ - `Edis.generate_tpin`, `Edis.generate_form`, `Edis.generate_bulk_form`, `Edis.inquire`
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+ - **Postback Payload Parser**: New `DhanHQ::Models::Postback` utility model for parsing Dhan webhook payloads:
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+ - `Postback.parse(json_or_hash)` — accepts JSON string or Hash
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+ - Status predicates: `traded?`, `rejected?`, `pending?`, `cancelled?`
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+ - **AlertOrder Modify**: Explicit `DhanHQ::Models::AlertOrder.modify(alert_id, params)` class method for updating conditional triggers with better discoverability.
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+
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+ #### Tests
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+ - **28 new specs** across 7 files (442 total, 0 failures):
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+ - `spec/dhan_hq/models/pnl_exit_spec.rb` — configure, stop, status, defaults, nil handling
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+ - `spec/dhan_hq/models/edis_spec.rb` — generate_tpin, generate_form, bulk_form, inquire
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+ - `spec/dhan_hq/models/postback_spec.rb` — JSON/Hash parsing, snake_case support, status predicates
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+ - Updated: `kill_switch_spec.rb`, `positions_spec.rb`, `margin_spec.rb`, `alert_order_spec.rb`
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+
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+ ### Changed
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+ - **README.md**: Updated Key Features to reflect full API v2 parity including P&L Exit, Postback parser, and EDIS model.
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+ - **Bundler**: Updated `BUNDLED WITH` to latest version, eliminating platform constant re-definition warnings.
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+
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+ ### Notes
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+ - **Backward Compatible**: All changes are additive — no existing APIs or method signatures changed.
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+ - **Full API v2 Parity**: The gem now covers every endpoint documented at [dhanhq.co/docs/v2](https://dhanhq.co/docs/v2/).
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