DhanHQ 2.6.3 → 2.7.0

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data/AGENTS.md

@@ -0,0 +1,23 @@
+# AGENTS.md
+
+## Cursor Cloud specific instructions
+
+This is a pure-Ruby gem (no Rails, no running servers). Development commands are documented in `CLAUDE.md`.
+
+### Quick reference
+
+| Task | Command |
+|------|---------|
+| Install deps | `bundle install` |
+| Tests | `bundle exec rspec` |
+| Lint | `bundle exec rubocop` |
+| Both | `bundle exec rake` |
+| Single spec | `bundle exec rspec spec/path/to_spec.rb` |
+
+### Non-obvious caveats
+
+- **Bundler 4.x required**: The lockfile was bundled with Bundler 4.0.6. Install with `sudo gem install bundler -v 4.0.6` if missing.
+- **`libyaml-dev` must be installed**: The `psych` gem (transitive dep) needs `yaml.h`. Without `libyaml-dev`, `bundle install` fails on native extension build.
+- **`vendor/bundle` path**: Gems are installed to `./vendor/bundle` via `.bundle/config` to avoid needing root write access to `/var/lib/gems`.
+- **No real API calls in tests**: All HTTP interactions are stubbed with WebMock/VCR. No `DHAN_CLIENT_ID` or `DHAN_ACCESS_TOKEN` secrets are needed to run the test suite.
+- **No services to start**: This is a library gem. There is no web server, database, or background worker. Testing is purely `bundle exec rspec` / `bundle exec rubocop`.

data/ARCHITECTURE.md

@@ -48,6 +48,8 @@ This document describes the architecture of the DhanHQ v2 API client gem: layers
 | `resources/` | REST wrappers | One class per API surface (Orders, Positions, MarketFeed, OptionChain, …). Set `HTTP_PATH`, `API_TYPE`; implement get/post/put/delete via BaseAPI. |
 | `contracts/` | Request/response validation | Dry::Validation contracts (PlaceOrderContract, ModifyOrderContract, OptionChainContract, etc.). BaseContract provides shared macros (e.g. lot_size, tick_size). |
 | `auth/` | Token lifecycle | Token generator/renewal/manager for dynamic tokens. |
+| `concerns/` | Shared behavior | Modules included across layers (e.g. `OrderAudit` for live trading guard + audit logging, included in all order resources). |
+| `utils/` | Utilities | Cross-cutting utilities not tied to a single layer (e.g. `NetworkInspector` for IP/hostname/env lookup used by order audit logging). |
 | `ws/` | WebSocket | Connection, packets, decoder, market depth, orders client — isolated from REST. |
 
 ---

data/CHANGELOG.md

@@ -1,3 +1,37 @@
+## [2.7.0] - 2026-03-17
+
+### Added
+
+- **Order audit logging across all order types**: Every order submission (regular, super, forever/GTT, and alert orders) now emits a WARN-level structured JSON log line capturing: event type, public IPv4/IPv6, hostname, runtime environment, `security_id`, `correlation_id`, and UTC timestamp. Log output example:
+  ```json
+  {"event":"DHAN_ORDER_ATTEMPT","hostname":"DESKTOP-SHUBHAM","env":"production","ipv4":"122.171.22.40","ipv6":"2401:4900:...","security_id":"11536","correlation_id":"SCALPER_7af1","timestamp":"2026-03-17T06:45:22Z"}
+  ```
+  Events logged: `DHAN_ORDER_ATTEMPT`, `DHAN_ORDER_MODIFY_ATTEMPT`, `DHAN_ORDER_SLICING_ATTEMPT`, `DHAN_SUPER_ORDER_ATTEMPT`, `DHAN_SUPER_ORDER_MODIFY_ATTEMPT`, `DHAN_SUPER_ORDER_CANCEL_ATTEMPT`, `DHAN_FOREVER_ORDER_ATTEMPT`, `DHAN_FOREVER_ORDER_MODIFY_ATTEMPT`, `DHAN_FOREVER_ORDER_CANCEL_ATTEMPT`, `DHAN_ALERT_ORDER_ATTEMPT`, `DHAN_ALERT_ORDER_MODIFY_ATTEMPT`, `DHAN_ALERT_ORDER_DELETE_ATTEMPT`, `DHAN_PNL_EXIT_CONFIGURE_ATTEMPT`, `DHAN_PNL_EXIT_STOP_ATTEMPT`.
+- **`DhanHQ::Concerns::OrderAudit`**: Shared concern providing `log_order_context` and `ensure_live_trading!` — included in `Resources::Orders`, `Resources::SuperOrders`, `Resources::ForeverOrders`, `Resources::AlertOrders`, and `Resources::PnlExit`.
+- **`DhanHQ::Utils::NetworkInspector`**: New utility class that resolves the machine's public IPv4 (via api.ipify.org), IPv6 (via api64.ipify.org), hostname (`Socket.gethostname`), and runtime environment (`RAILS_ENV` / `RACK_ENV` / `APP_ENV`). IP lookups are memoized for the process lifetime; call `NetworkInspector.reset_cache!` to refresh.
+- **Live trading guard**: All mutating order/trader-control calls require `ENV["LIVE_TRADING"]="true"`. Guarded methods:
+  - `Resources::Orders#create`, `#update`, `#slicing`, `#cancel`
+  - `Resources::SuperOrders#create`, `#update`, `#cancel`
+  - `Resources::ForeverOrders#create`, `#update`, `#cancel`
+  - `Resources::AlertOrders#create`, `#update`, `#delete`
+  - `Resources::PnlExit#configure`, `#stop`
+- **`DhanHQ::LiveTradingDisabledError`**: New error class raised when the live trading guard fires.
+- **Correlation ID prefix convention**: Recommended per-app correlation ID prefixes for instant source identification in the Dhan orderbook (e.g. `SCALPER_7af1`, `TRADER_3bc9`). See README.
+
+### Changed
+
+- **`Resources::Orders`**: `#create`, `#update`, `#slicing`, `#cancel` log order context and enforce the live trading guard.
+- **`Resources::SuperOrders`**: `#create`, `#update`, `#cancel` log order context and enforce the live trading guard.
+- **`Resources::ForeverOrders`**: `#create`, `#update`, `#cancel` log order context and enforce the live trading guard.
+- **`Resources::AlertOrders`**: `#create`, `#update`, `#delete` log order context and enforce the live trading guard; `#delete` added.
+- **`Resources::PnlExit`**: `#configure` and `#stop` use `OrderAudit` (guard + audit log).
+
+### Breaking
+
+- **`ENV["LIVE_TRADING"]` required for all order/trader-control mutations**: Any call that creates, updates, cancels, or deletes orders (or configures/stops PnL exit) now raises `LiveTradingDisabledError` unless `ENV["LIVE_TRADING"]="true"`. Affects `Resources::Orders`, `Resources::SuperOrders`, `Resources::ForeverOrders`, `Resources::AlertOrders`, `Resources::PnlExit`, and the corresponding model wrappers. Set `LIVE_TRADING=true` in production and `LIVE_TRADING=false` (or omit) in development/test.
+
+---
+
 ## [2.6.3] - 2026-03-14
 
 ### Added

data/README.md

@@ -53,6 +53,8 @@ You could wire up Faraday and parse JSON yourself. Here's why you shouldn't:
 - **Secure logging** — automatic token sanitization in all log output
 - **Super Orders** — entry + stop-loss + target + trailing jump in one request
 - **Instrument convenience methods** — `.ltp`, `.ohlc`, `.option_chain` directly on instruments
+- **Order audit logging** — every order attempt logs machine, IP, environment, and correlation ID as structured JSON
+- **Live trading guard** — prevents accidental order placement unless `ENV["LIVE_TRADING"]="true"`
 - **Full REST coverage** — Orders, Trades, Forever Orders, Super Orders, Positions, Holdings, Funds, HistoricalData, OptionChain, MarketFeed, EDIS, Kill Switch, P&L Exit, Alert Orders, Margin Calculator
 - **P&L Based Exit** — automatic position exit on profit/loss thresholds
 - **Postback parser** — parse Dhan webhook payloads with `Postback.parse` and status predicates
@@ -120,6 +122,57 @@ When the API returns 401, the client retries **once** with a fresh token from yo
 
 ---
 
+## Order Safety
+
+### Live Trading Guard
+
+Order placement (`create`, `slicing`) is blocked unless you explicitly enable it:
+
+```bash
+# Production (Render, VPS, etc.)
+LIVE_TRADING=true
+
+# Development / Test (default — orders are blocked)
+LIVE_TRADING=false   # or simply omit
+```
+
+Attempting to place an order without `LIVE_TRADING=true` raises `DhanHQ::LiveTradingDisabledError`.
+
+### Order Audit Logging
+
+Every order attempt (place, modify, slice) automatically logs a structured JSON line at WARN level:
+
+```json
+{
+  "event": "DHAN_ORDER_ATTEMPT",
+  "hostname": "DESKTOP-SHUBHAM",
+  "env": "production",
+  "ipv4": "122.171.22.40",
+  "ipv6": "2401:4900:894c:8448:1da9:27f1:48e7:61be",
+  "security_id": "11536",
+  "correlation_id": "SCALPER_7af1",
+  "timestamp": "2026-03-17T06:45:22Z"
+}
+```
+
+This tells you instantly which machine, app, IP, and environment placed the order.
+
+### Correlation ID Prefixes
+
+Use per-app prefixes for instant source identification in the Dhan orderbook:
+
+```ruby
+# algo_scalper_api
+correlation_id: "SCALPER_#{SecureRandom.hex(4)}"
+
+# algo_trader_api
+correlation_id: "TRADER_#{SecureRandom.hex(4)}"
+```
+
+The Dhan orderbook will show `SCALPER_7af1` or `TRADER_3bc9`, making the source obvious.
+
+---
+
 ## REST API
 
 ### Orders — Place, Modify, Cancel

data/lib/DhanHQ/concerns/order_audit.rb

@@ -0,0 +1,69 @@
+# frozen_string_literal: true
+
+require_relative "../utils/network_inspector"
+
+module DhanHQ
+  module Concerns
+    # Shared behavior for order audit logging and live trading safety.
+    #
+    # Include this module in any Resource that submits, modifies, or cancels
+    # orders on the Dhan API. It provides:
+    #
+    # - {#log_order_context}: emits a structured JSON log line (WARN level)
+    #   capturing hostname, public IP, environment, security_id, correlation_id,
+    #   and a UTC timestamp.
+    #
+    # - {#ensure_live_trading!}: raises {DhanHQ::LiveTradingDisabledError}
+    #   unless +ENV["LIVE_TRADING"]+ is +"true"+, preventing accidental order
+    #   placement from development machines.
+    #
+    # @example Including in a resource
+    #   class MyOrders < BaseAPI
+    #     include DhanHQ::Concerns::OrderAudit
+    #
+    #     def create(params)
+    #       ensure_live_trading!
+    #       log_order_context("MY_ORDER_ATTEMPT", params)
+    #       post("", params: params)
+    #     end
+    #   end
+    module OrderAudit
+      private
+
+      # Raises an error if LIVE_TRADING is not explicitly enabled.
+      # Set ENV["LIVE_TRADING"]="true" in production to allow order submission.
+      def ensure_live_trading!
+        return if ENV["LIVE_TRADING"] == "true"
+
+        raise DhanHQ::LiveTradingDisabledError,
+              "Live trading is disabled. Set ENV[\"LIVE_TRADING\"]=\"true\" to enable order placement."
+      end
+
+      # Emits a structured JSON log line with machine/network/correlation context.
+      # Uses WARN level so it appears even when INFO is silenced.
+      def log_order_context(event, params = {})
+        inspector = DhanHQ::Utils::NetworkInspector
+        entry = {
+          event: event,
+          hostname: inspector.hostname,
+          env: inspector.environment,
+          ipv4: inspector.public_ipv4,
+          ipv6: inspector.public_ipv6,
+          security_id: extract_param(params, :securityId, :security_id),
+          correlation_id: extract_param(params, :correlationId, :correlation_id),
+          order_id: extract_param(params, :orderId, :order_id),
+          timestamp: Time.now.utc.strftime("%Y-%m-%dT%H:%M:%SZ")
+        }.compact
+
+        DhanHQ.logger&.warn(JSON.generate(entry))
+      end
+
+      # Extracts a value from params trying both camelCase and snake_case keys,
+      # as well as both symbol and string key types.
+      def extract_param(params, camel_key, snake_key)
+        p = params || {}
+        p[camel_key] || p[camel_key.to_s] || p[snake_key] || p[snake_key.to_s]
+      end
+    end
+  end
+end

data/lib/DhanHQ/errors.rb

@@ -48,6 +48,8 @@ module DhanHQ
   # Raised when the 25-modifications-per-order API cap would be exceeded.
   # Count is tracked per Order instance in this process only (see Order#modify).
   class ModificationLimitError < Error; end
+  # Raised when an order placement is attempted but ENV["LIVE_TRADING"] != "true".
+  class LiveTradingDisabledError < Error; end
   # Raised when the API signals an issue with the requested data payload.
   class DataError < Error; end
 

data/lib/DhanHQ/resources/alert_orders.rb

@@ -1,11 +1,33 @@
 # frozen_string_literal: true
 
+require_relative "../concerns/order_audit"
+
 module DhanHQ
   module Resources
     # Resource for alert/conditional orders per API docs: /alerts/orders (GET/POST/PUT/DELETE).
     class AlertOrders < BaseResource
+      include DhanHQ::Concerns::OrderAudit
+
       API_TYPE  = :order_api
       HTTP_PATH = "/v2/alerts/orders"
+
+      def create(params)
+        ensure_live_trading!
+        log_order_context("DHAN_ALERT_ORDER_ATTEMPT", params)
+        super
+      end
+
+      def update(id, params)
+        ensure_live_trading!
+        log_order_context("DHAN_ALERT_ORDER_MODIFY_ATTEMPT", params.merge(alert_id: id))
+        super
+      end
+
+      def delete(id)
+        ensure_live_trading!
+        log_order_context("DHAN_ALERT_ORDER_DELETE_ATTEMPT", { order_id: id })
+        super
+      end
     end
   end
 end

data/lib/DhanHQ/resources/forever_orders.rb

@@ -1,9 +1,13 @@
 # frozen_string_literal: true
 
+require_relative "../concerns/order_audit"
+
 module DhanHQ
   module Resources
     # Resource client for GTT/forever order management.
     class ForeverOrders < BaseAPI
+      include DhanHQ::Concerns::OrderAudit
+
       # Uses the trading API tier.
       API_TYPE = :order_api
       # Root path for forever order operations.
@@ -21,6 +25,8 @@ module DhanHQ
       # @param params [Hash]
       # @return [Hash]
       def create(params)
+        ensure_live_trading!
+        log_order_context("DHAN_FOREVER_ORDER_ATTEMPT", params)
         post("/orders", params: params)
       end
 
@@ -38,6 +44,8 @@ module DhanHQ
       # @param params [Hash]
       # @return [Hash]
       def update(order_id, params)
+        ensure_live_trading!
+        log_order_context("DHAN_FOREVER_ORDER_MODIFY_ATTEMPT", params.merge(order_id: order_id))
         put("/orders/#{order_id}", params: params)
       end
 
@@ -46,6 +54,8 @@ module DhanHQ
       # @param order_id [String]
       # @return [Hash]
       def cancel(order_id)
+        ensure_live_trading!
+        log_order_context("DHAN_FOREVER_ORDER_CANCEL_ATTEMPT", { order_id: order_id })
         delete("/orders/#{order_id}")
       end
     end

data/lib/DhanHQ/resources/orders.rb

@@ -1,9 +1,13 @@
 # frozen_string_literal: true
 
+require_relative "../concerns/order_audit"
+
 module DhanHQ
   module Resources
     # Handles order placement, modification, and cancellation
     class Orders < BaseAPI
+      include DhanHQ::Concerns::OrderAudit
+
       API_TYPE = :order_api
       HTTP_PATH = "/v2/orders"
 
@@ -12,21 +16,29 @@ module DhanHQ
       # --------------------------------------------------
 
       def create(params)
+        ensure_live_trading!
+        log_order_context("DHAN_ORDER_ATTEMPT", params)
         validate_place_order!(params)
         post("", params: params)
       end
 
       def update(order_id, params)
+        ensure_live_trading!
+        log_order_context("DHAN_ORDER_MODIFY_ATTEMPT", params.merge(order_id: order_id))
         validate_modify_order!(params.merge(order_id: order_id))
         put("/#{order_id}", params: params)
       end
 
       def slicing(params)
+        ensure_live_trading!
+        log_order_context("DHAN_ORDER_SLICING_ATTEMPT", params)
         validate_place_order!(params)
         post("/slicing", params: params)
       end
 
       def cancel(order_id)
+        ensure_live_trading!
+        log_order_context("DHAN_ORDER_CANCEL_ATTEMPT", { order_id: order_id })
         delete("/#{order_id}")
       end
 

data/lib/DhanHQ/resources/pnl_exit.rb

@@ -1,10 +1,14 @@
 # frozen_string_literal: true
 
+require_relative "../concerns/order_audit"
+
 module DhanHQ
   module Resources
     # Resource for P&L Based Exit endpoints per https://dhanhq.co/docs/v2/traders-control/
     # POST /v2/pnlExit — configure, DELETE /v2/pnlExit — stop, GET /v2/pnlExit — status.
     class PnlExit < BaseAPI
+      include DhanHQ::Concerns::OrderAudit
+
       API_TYPE  = :order_api
       HTTP_PATH = "/v2/pnlExit"
 
@@ -14,6 +18,8 @@ module DhanHQ
       # @param params [Hash] Request body with profitValue, lossValue, productType, enableKillSwitch.
       # @return [Hash] API response containing pnlExitStatus and message.
       def configure(params)
+        ensure_live_trading!
+        log_order_context("DHAN_PNL_EXIT_CONFIGURE_ATTEMPT", params)
         post("", params: params)
       end
 
@@ -22,6 +28,8 @@ module DhanHQ
       #
       # @return [Hash] API response containing pnlExitStatus and message.
       def stop
+        ensure_live_trading!
+        log_order_context("DHAN_PNL_EXIT_STOP_ATTEMPT")
         delete("")
       end
 

data/lib/DhanHQ/resources/super_orders.rb

@@ -1,14 +1,20 @@
 # frozen_string_literal: true
 
+require_relative "../concerns/order_audit"
+
 module DhanHQ
   module Resources
     # Resource client for multi-leg super orders.
     class SuperOrders < BaseAPI
+      include DhanHQ::Concerns::OrderAudit
+
       # Super orders are executed via the trading API.
       API_TYPE = :order_api
       # Base path for super order endpoints.
       HTTP_PATH = "/v2/super/orders"
 
+      SUPER_ORDER_LEGS = %w[ENTRY_LEG STOP_LOSS_LEG TARGET_LEG].freeze
+
       # Lists all configured super orders.
       #
       # @return [Array<Hash>]
@@ -21,6 +27,8 @@ module DhanHQ
       # @param params [Hash]
       # @return [Hash]
       def create(params)
+        ensure_live_trading!
+        log_order_context("DHAN_SUPER_ORDER_ATTEMPT", params)
         post("", params: params)
       end
 
@@ -30,11 +38,11 @@ module DhanHQ
       # @param params [Hash]
       # @return [Hash]
       def update(order_id, params)
+        ensure_live_trading!
+        log_order_context("DHAN_SUPER_ORDER_MODIFY_ATTEMPT", params.merge(order_id: order_id))
         put("/#{order_id}", params: params)
       end
 
-      SUPER_ORDER_LEGS = %w[ENTRY_LEG STOP_LOSS_LEG TARGET_LEG].freeze
-
       # Cancels a specific leg from a super order.
       #
       # @param order_id [String]
@@ -43,8 +51,13 @@ module DhanHQ
       # @raise [DhanHQ::ValidationError] if leg_name is not a valid leg
       def cancel(order_id, leg_name)
         normalized = leg_name.to_s.upcase.strip
-        raise DhanHQ::ValidationError, "leg_name must be one of: #{SUPER_ORDER_LEGS.join(", ")}" unless SUPER_ORDER_LEGS.include?(normalized)
+        unless SUPER_ORDER_LEGS.include?(normalized)
+          raise DhanHQ::ValidationError,
+                "leg_name must be one of: #{SUPER_ORDER_LEGS.join(", ")}"
+        end
 
+        ensure_live_trading!
+        log_order_context("DHAN_SUPER_ORDER_CANCEL_ATTEMPT", { order_id: order_id, leg_name: normalized })
         delete("/#{order_id}/#{normalized}")
       end
     end

data/lib/DhanHQ/utils/network_inspector.rb

@@ -0,0 +1,71 @@
+# frozen_string_literal: true
+
+require "net/http"
+require "socket"
+
+module DhanHQ
+  module Utils
+    # Collects network and environment metadata for order audit logging.
+    #
+    # Results are memoized at class level so that repeated calls within a single
+    # process do not incur additional HTTP round-trips to the IP-lookup services.
+    #
+    # @example
+    #   DhanHQ::Utils::NetworkInspector.public_ipv4  # => "122.171.22.40"
+    #   DhanHQ::Utils::NetworkInspector.hostname     # => "DESKTOP-SHUBHAM"
+    #   DhanHQ::Utils::NetworkInspector.environment  # => "production"
+    class NetworkInspector
+      IPV4_URI = URI("https://api.ipify.org")
+      IPV6_URI = URI("https://api64.ipify.org")
+
+      class << self
+        # Returns the public IPv4 address of this machine.
+        # Cached after the first successful lookup. Returns "unknown" on failure.
+        #
+        # @return [String]
+        def public_ipv4
+          @public_ipv4 ||= fetch_ip(IPV4_URI)
+        end
+
+        # Returns the public IPv6 address of this machine.
+        # Cached after the first successful lookup. Returns "unknown" on failure.
+        #
+        # @return [String]
+        def public_ipv6
+          @public_ipv6 ||= fetch_ip(IPV6_URI)
+        end
+
+        # Returns the system hostname.
+        #
+        # @return [String]
+        def hostname
+          Socket.gethostname
+        end
+
+        # Returns the current runtime environment name.
+        # Checks RAILS_ENV, RACK_ENV, APP_ENV in order; falls back to "unknown".
+        #
+        # @return [String]
+        def environment
+          ENV["RAILS_ENV"] || ENV["RACK_ENV"] || ENV["APP_ENV"] || "unknown"
+        end
+
+        # Clears the memoized IP cache (useful in tests or when the IP may change).
+        #
+        # @return [void]
+        def reset_cache!
+          @public_ipv4 = nil
+          @public_ipv6 = nil
+        end
+
+        private
+
+        def fetch_ip(uri)
+          Net::HTTP.get(uri).strip
+        rescue StandardError
+          "unknown"
+        end
+      end
+    end
+  end
+end

data/lib/DhanHQ/version.rb

@@ -2,5 +2,5 @@
 
 module DhanHQ
   # Semantic version of the DhanHQ client gem.
-  VERSION = "2.6.3"
+  VERSION = "2.7.0"
 end

metadata

@@ -1,14 +1,14 @@
 --- !ruby/object:Gem::Specification
 name: DhanHQ
 version: !ruby/object:Gem::Version
-  version: 2.6.3
+  version: 2.7.0
 platform: ruby
 authors:
 - Shubham Taywade
 autorequire:
 bindir: exe
 cert_chain: []
-date: 2026-03-14 00:00:00.000000000 Z
+date: 2026-03-16 00:00:00.000000000 Z
 dependencies:
 - !ruby/object:Gem::Dependency
   name: activesupport
@@ -191,6 +191,7 @@ files:
 - ".rspec"
 - ".rubocop.yml"
 - ".rubocop_todo.yml"
+- AGENTS.md
 - ARCHITECTURE.md
 - CHANGELOG.md
 - CODE_OF_CONDUCT.md
@@ -226,6 +227,7 @@ files:
 - lib/DhanHQ/auth/token_manager.rb
 - lib/DhanHQ/auth/token_renewal.rb
 - lib/DhanHQ/client.rb
+- lib/DhanHQ/concerns/order_audit.rb
 - lib/DhanHQ/configuration.rb
 - lib/DhanHQ/constants.rb
 - lib/DhanHQ/contracts/alert_order_contract.rb
@@ -313,6 +315,7 @@ files:
 - lib/DhanHQ/resources/super_orders.rb
 - lib/DhanHQ/resources/trader_control.rb
 - lib/DhanHQ/resources/trades.rb
+- lib/DhanHQ/utils/network_inspector.rb
 - lib/DhanHQ/version.rb
 - lib/DhanHQ/ws.rb
 - lib/DhanHQ/ws/base_connection.rb