com.opengamma.analytics.financial.instrument.bond.BillTransactionDefinition.java Source code

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Here is the source code for com.opengamma.analytics.financial.instrument.bond.BillTransactionDefinition.java

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/**
 * Copyright (C) 2012 - present by OpenGamma Inc. and the OpenGamma group of companies
 *
 * Please see distribution for license.
 */
package com.opengamma.analytics.financial.instrument.bond;

import org.apache.commons.lang.ObjectUtils;
import org.threeten.bp.ZonedDateTime;

import com.opengamma.analytics.financial.instrument.InstrumentDefinition;
import com.opengamma.analytics.financial.instrument.InstrumentDefinitionVisitor;
import com.opengamma.analytics.financial.interestrate.bond.definition.BillSecurity;
import com.opengamma.analytics.financial.interestrate.bond.definition.BillTransaction;
import com.opengamma.analytics.financial.interestrate.bond.provider.BillSecurityDiscountingMethod;
import com.opengamma.financial.convention.calendar.Calendar;
import com.opengamma.util.ArgumentChecker;

/**
 * Describes a (Treasury) Bill transaction.
 */
public class BillTransactionDefinition implements InstrumentDefinition<BillTransaction> {

    /**
     * The Bill security underlying the transaction.
     */
    private final BillSecurityDefinition _underlying;
    /**
     * The bill quantity.
     */
    private final double _quantity;
    /**
     * The date at which the bill transaction is settled.
     */
    private final ZonedDateTime _settlementDate;
    /**
     * The amount paid at settlement date for the bill transaction. The amount is negative for a purchase (_quantity>0) and positive for a sell (_quantity<0).
     */
    private final double _settlementAmount;
    /**
     * The method used to create
     */
    private static final BillSecurityDiscountingMethod METHOD_BILL_SECURITY = BillSecurityDiscountingMethod
            .getInstance();

    /**
     * Constructor.
     * @param underlying The Bill security underlying the transaction.
     * @param quantity The bill quantity.
     * @param settlementDate The date at which the bill transaction is settled.
     * @param settlementAmount The amount paid at settlement date for the bill transaction. The amount is negative for a purchase (_quantity>0) and positive for a sell (_quantity<0).
     */
    public BillTransactionDefinition(final BillSecurityDefinition underlying, final double quantity,
            final ZonedDateTime settlementDate, final double settlementAmount) {
        ArgumentChecker.notNull(underlying, "Underlying");
        ArgumentChecker.notNull(settlementDate, "Settlement date");
        ArgumentChecker.isTrue(quantity * settlementAmount <= 0,
                "Quantity and settlement amount should have opposite signs");
        _underlying = underlying;
        _quantity = quantity;
        _settlementDate = settlementDate;
        _settlementAmount = settlementAmount;
    }

    /**
     * Builder from the yield.
     * @param underlying The Bill security underlying the transaction.
     * @param quantity The bill quantity.
     * @param settlementDate The date at which the bill transaction is settled.
     * @param yield The transaction yield. The yield should be in the bill convention.
     * @param calendar The holiday calendar
     * @return The bill transaction.
     */
    public static BillTransactionDefinition fromYield(final BillSecurityDefinition underlying,
            final double quantity, final ZonedDateTime settlementDate, final double yield,
            final Calendar calendar) {
        ArgumentChecker.notNull(underlying, "Underlying");
        ArgumentChecker.notNull(settlementDate, "Settlement date");
        final double accrualFactor = underlying.getDayCount().getDayCountFraction(settlementDate,
                underlying.getEndDate(), calendar);
        final double settlementAmount = -quantity * underlying.getNotional()
                * METHOD_BILL_SECURITY.priceFromYield(underlying.getYieldConvention(), yield, accrualFactor);
        return new BillTransactionDefinition(underlying, quantity, settlementDate, settlementAmount);
    }

    /**
     * Gets the Bill security underlying the transaction.
     * @return The bill.
     */
    public BillSecurityDefinition getUnderlying() {
        return _underlying;
    }

    /**
     * Gets the bill quantity.
     * @return The quantity.
     */
    public double getQuantity() {
        return _quantity;
    }

    /**
     * Gets the date at which the bill transaction is settled.
     * @return The date.
     */
    public ZonedDateTime getSettlementDate() {
        return _settlementDate;
    }

    /**
     * Gets the amount paid at settlement date for the bill transaction.
     * @return The amount.
     */
    public double getSettlementAmount() {
        return _settlementAmount;
    }

    @Override
    public String toString() {
        return "Transaction: " + _quantity + " of " + _underlying.toString();
    }

    /**
     * {@inheritDoc}
     * @deprecated Use the method that does not take yield curve names
     */
    @Deprecated
    @Override
    public BillTransaction toDerivative(final ZonedDateTime date, final String... yieldCurveNames) {
        ArgumentChecker.notNull(date, "Reference date");
        ArgumentChecker.notNull(yieldCurveNames, "Yield curve names");
        final BillSecurity purchased = _underlying.toDerivative(date, _settlementDate, yieldCurveNames);
        final BillSecurity standard = _underlying.toDerivative(date, yieldCurveNames);
        final double amount = (_settlementDate.isBefore(date)) ? 0.0 : _settlementAmount;
        return new BillTransaction(purchased, _quantity, amount, standard);
    }

    @Override
    public BillTransaction toDerivative(final ZonedDateTime date) {
        ArgumentChecker.notNull(date, "Reference date");
        final BillSecurity purchased = _underlying.toDerivative(date, _settlementDate);
        final BillSecurity standard = _underlying.toDerivative(date);
        final double amount = (_settlementDate.isBefore(date)) ? 0.0 : _settlementAmount;
        return new BillTransaction(purchased, _quantity, amount, standard);
    }

    @Override
    public <U, V> V accept(final InstrumentDefinitionVisitor<U, V> visitor, final U data) {
        ArgumentChecker.notNull(visitor, "visitor");
        return visitor.visitBillTransactionDefinition(this, data);
    }

    @Override
    public <V> V accept(final InstrumentDefinitionVisitor<?, V> visitor) {
        ArgumentChecker.notNull(visitor, "visitor");
        return visitor.visitBillTransactionDefinition(this);
    }

    @Override
    public int hashCode() {
        final int prime = 31;
        int result = 1;
        long temp;
        temp = Double.doubleToLongBits(_quantity);
        result = prime * result + (int) (temp ^ (temp >>> 32));
        temp = Double.doubleToLongBits(_settlementAmount);
        result = prime * result + (int) (temp ^ (temp >>> 32));
        result = prime * result + _settlementDate.hashCode();
        result = prime * result + _underlying.hashCode();
        return result;
    }

    @Override
    public boolean equals(final Object obj) {
        if (this == obj) {
            return true;
        }
        if (obj == null) {
            return false;
        }
        if (getClass() != obj.getClass()) {
            return false;
        }
        final BillTransactionDefinition other = (BillTransactionDefinition) obj;
        if (Double.doubleToLongBits(_quantity) != Double.doubleToLongBits(other._quantity)) {
            return false;
        }
        if (Double.doubleToLongBits(_settlementAmount) != Double.doubleToLongBits(other._settlementAmount)) {
            return false;
        }
        if (!ObjectUtils.equals(_settlementDate, other._settlementDate)) {
            return false;
        }
        if (!ObjectUtils.equals(_underlying, other._underlying)) {
            return false;
        }
        return true;
    }

}