SwapInstrumentForm.hpp

/* -*- mode: c++; tab-width: 4; indent-tabs-mode: nil; c-basic-offset: 4 -*-
 *
 * Copyright (C) 2026 Marco Craveiro <marco.craveiro@gmail.com>
 *
 * This program is free software; you can redistribute it and/or modify it under
 * the terms of the GNU General Public License as published by the Free Software
 * Foundation; either version 3 of the License, or (at your option) any later
 * version.
 *
 * This program is distributed in the hope that it will be useful, but WITHOUT
 * ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS
 * FOR A PARTICULAR PURPOSE. See the GNU General Public License for more
 * details.
 *
 * You should have received a copy of the GNU General Public License along with
 * this program; if not, write to the Free Software Foundation, Inc., 51
 * Franklin Street, Fifth Floor, Boston, MA 02110-1301, USA.
 *
 */
#ifndef ORES_QT_SWAP_INSTRUMENT_FORM_HPP
#define ORES_QT_SWAP_INSTRUMENT_FORM_HPP
 
#include <chrono>
#include <optional>
#include <string>
#include <vector>
#include <boost/uuid/uuid.hpp>
#include "ores.qt/IInstrumentForm.hpp"
#include "ores.logging/make_logger.hpp"
#include "ores.trading.api/domain/swap_leg.hpp"
 
namespace Ui {
class SwapInstrumentForm;
}
 
namespace ores::qt {
 
class SwapInstrumentForm final : public IInstrumentForm {
    Q_OBJECT
 
private:
    inline static std::string_view logger_name = "ores.qt.swap_instrument_form";
 
    [[nodiscard]] static auto& lg() {
        using namespace ores::logging;
        static auto instance = make_logger(logger_name);
        return instance;
    }
 
public:
    struct SwapFormState {
        // Identity
        boost::uuids::uuid instrument_id;
        std::optional<boost::uuids::uuid> trade_id;
        // Set by setTradeType(); not carried by any domain object.
        std::string trade_type_code;
 
        // Common to most types
        std::string start_date;
        std::string maturity_date; // FRA: maps from/to end_date
        std::string description;
 
        // FRA-specific
        std::string currency;
        double notional = 0.0;
        std::string rate_index;
        double strike = 0.0;
        std::string long_short;
 
        // BalanceGuaranteedSwap-specific
        std::optional<int> lockout_days;
 
        // Callable swap-specific
        std::string call_dates_json;
        std::string call_type;
 
        // RPA-specific
        std::string reference_counterparty;
        double participation_rate = 0.0;
        std::optional<double> protection_fee;
 
        // Inflation swap-specific
        std::string inflation_index_code;
        std::optional<double> base_cpi;
        std::string lag_convention;
 
        // Provenance
        int version = 0;
        std::string modified_by;
        std::string performed_by;
        std::chrono::system_clock::time_point recorded_at;
        std::string change_reason_code;
        std::string change_commentary;
    };
 
    explicit SwapInstrumentForm(QWidget* parent = nullptr);
    ~SwapInstrumentForm() override;
 
    void setClientManager(ClientManager* cm) override;
    void setUsername(const std::string& username) override;
    void setImageCache(ImageCache* cache) override;
 
    void setInstrument(
        const trading::domain::trade_instrument& instrument) override;
    void clear() override;
 
    void setTradeType(const QString& code,
        bool has_options, bool has_extension) override;
 
    void setReadOnly(bool readOnly) override;
    bool isDirty() const override;
    bool isLoaded() const override;
 
    void setChangeReason(
        const std::string& code, const std::string& commentary) override;
    void writeUiToInstrument() override;
 
    void saveInstrument(
        std::function<void(const std::string& id)> on_success,
        std::function<void(const QString& error)> on_failure) override;
 
private:
    void setupConnections();
    void populateCurrencies();
    void populateFromState();
    void emitProvenance();
    void onFieldChanged();
 
    Ui::SwapInstrumentForm* ui_;
    ClientManager* clientManager_ = nullptr;
    ImageCache* imageCache_ = nullptr;
    std::string username_;
    SwapFormState state_;
    std::vector<trading::domain::swap_leg> legs_;
    bool dirty_ = false;
    bool loaded_ = false;
};
 
}
 
#endif