| 1 | /* -*- mode: c++; tab-width: 4; indent-tabs-mode: nil; c-basic-offset: 4 -*- */ |
| 2 | |
| 3 | /* |
| 4 | Copyright (C) 2007, 2011 Ferdinando Ametrano |
| 5 | Copyright (C) 2007 François du Vignaud |
| 6 | Copyright (C) 2004, 2005, 2007, 2009 StatPro Italia srl |
| 7 | |
| 8 | This file is part of QuantLib, a free-software/open-source library |
| 9 | for financial quantitative analysts and developers - http://quantlib.org/ |
| 10 | |
| 11 | QuantLib is free software: you can redistribute it and/or modify it |
| 12 | under the terms of the QuantLib license. You should have received a |
| 13 | copy of the license along with this program; if not, please email |
| 14 | <quantlib-dev@lists.sf.net>. The license is also available online at |
| 15 | <http://quantlib.org/license.shtml>. |
| 16 | |
| 17 | This program is distributed in the hope that it will be useful, but WITHOUT |
| 18 | ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS |
| 19 | FOR A PARTICULAR PURPOSE. See the license for more details. |
| 20 | */ |
| 21 | |
| 22 | /*! \file settings.hpp |
| 23 | \brief global repository for run-time library settings |
| 24 | */ |
| 25 | |
| 26 | #ifndef quantlib_settings_hpp |
| 27 | #define quantlib_settings_hpp |
| 28 | |
| 29 | #include <ql/patterns/singleton.hpp> |
| 30 | #include <ql/time/date.hpp> |
| 31 | #include <ql/utilities/observablevalue.hpp> |
| 32 | #include <ql/optional.hpp> |
| 33 | |
| 34 | namespace QuantLib { |
| 35 | |
| 36 | //! global repository for run-time library settings |
| 37 | class Settings : public Singleton<Settings> { |
| 38 | friend class Singleton<Settings>; |
| 39 | private: |
| 40 | Settings(); |
| 41 | class DateProxy : public ObservableValue<Date> { |
| 42 | public: |
| 43 | DateProxy(); |
| 44 | DateProxy& operator=(const Date&); |
| 45 | operator Date() const; |
| 46 | }; |
| 47 | friend std::ostream& operator<<(std::ostream&, const DateProxy&); |
| 48 | public: |
| 49 | //! the date at which pricing is to be performed. |
| 50 | /*! Client code can inspect the evaluation date, as in: |
| 51 | \code |
| 52 | Date d = Settings::instance().evaluationDate(); |
| 53 | \endcode |
| 54 | where today's date is returned if the evaluation date is |
| 55 | set to the null date (its default value;) can set it to a |
| 56 | new value, as in: |
| 57 | \code |
| 58 | Settings::instance().evaluationDate() = d; |
| 59 | \endcode |
| 60 | and can register with it, as in: |
| 61 | \code |
| 62 | registerWith(Settings::instance().evaluationDate()); |
| 63 | \endcode |
| 64 | to be notified when it is set to a new value. |
| 65 | \warning a notification is not sent when the evaluation |
| 66 | date changes for natural causes---i.e., a date |
| 67 | was not explicitly set (which results in today's |
| 68 | date being used for pricing) and the current date |
| 69 | changes as the clock strikes midnight. |
| 70 | */ |
| 71 | DateProxy& evaluationDate(); |
| 72 | const DateProxy& evaluationDate() const; |
| 73 | |
| 74 | /*! Call this to prevent the evaluation date to change at |
| 75 | midnight (and, incidentally, to gain quite a bit of |
| 76 | performance.) If no evaluation date was previously set, |
| 77 | it is equivalent to setting the evaluation date to |
| 78 | Date::todaysDate(); if an evaluation date other than |
| 79 | Date() was already set, it has no effect. |
| 80 | */ |
| 81 | void anchorEvaluationDate(); |
| 82 | /*! Call this to reset the evaluation date to |
| 83 | Date::todaysDate() and allow it to change at midnight. It |
| 84 | is equivalent to setting the evaluation date to Date(). |
| 85 | This comes at the price of losing some performance, since |
| 86 | the evaluation date is re-evaluated each time it is read. |
| 87 | */ |
| 88 | void resetEvaluationDate(); |
| 89 | |
| 90 | /*! This flag specifies whether or not Events occurring on the reference |
| 91 | date should, by default, be taken into account as not happened yet. |
| 92 | It can be overridden locally when calling the Event::hasOccurred |
| 93 | method. |
| 94 | */ |
| 95 | bool& includeReferenceDateEvents(); |
| 96 | bool includeReferenceDateEvents() const; |
| 97 | |
| 98 | /*! If set, this flag specifies whether or not CashFlows |
| 99 | occurring on today's date should enter the NPV. When the |
| 100 | NPV date (i.e., the date at which the cash flows are |
| 101 | discounted) equals today's date, this flag overrides the |
| 102 | behavior chosen for includeReferenceDate. It cannot be overridden |
| 103 | locally when calling the CashFlow::hasOccurred method. |
| 104 | */ |
| 105 | ext::optional<bool>& includeTodaysCashFlows(); |
| 106 | ext::optional<bool> includeTodaysCashFlows() const; |
| 107 | |
| 108 | bool& enforcesTodaysHistoricFixings(); |
| 109 | bool enforcesTodaysHistoricFixings() const; |
| 110 | |
| 111 | private: |
| 112 | DateProxy evaluationDate_; |
| 113 | bool includeReferenceDateEvents_ = false; |
| 114 | ext::optional<bool> includeTodaysCashFlows_; |
| 115 | bool enforcesTodaysHistoricFixings_ = false; |
| 116 | }; |
| 117 | |
| 118 | |
| 119 | // helper class to temporarily and safely change the settings |
| 120 | class SavedSettings { // NOLINT(cppcoreguidelines-special-member-functions) |
| 121 | public: |
| 122 | SavedSettings(); |
| 123 | ~SavedSettings(); |
| 124 | private: |
| 125 | Date evaluationDate_; |
| 126 | bool includeReferenceDateEvents_; |
| 127 | ext::optional<bool> includeTodaysCashFlows_; |
| 128 | bool enforcesTodaysHistoricFixings_; |
| 129 | }; |
| 130 | |
| 131 | |
| 132 | // inline |
| 133 | |
| 134 | inline Settings::DateProxy::operator Date() const { |
| 135 | if (value() == Date()) |
| 136 | return Date::todaysDate(); |
| 137 | else |
| 138 | return value(); |
| 139 | } |
| 140 | |
| 141 | inline Settings::DateProxy& Settings::DateProxy::operator=(const Date& d) { |
| 142 | if (value() != d) // avoid notifications if the date doesn't actually change |
| 143 | ObservableValue<Date>::operator=(t: d); |
| 144 | return *this; |
| 145 | } |
| 146 | |
| 147 | inline Settings::DateProxy& Settings::evaluationDate() { |
| 148 | return evaluationDate_; |
| 149 | } |
| 150 | |
| 151 | inline const Settings::DateProxy& Settings::evaluationDate() const { |
| 152 | return evaluationDate_; |
| 153 | } |
| 154 | |
| 155 | inline bool& Settings::includeReferenceDateEvents() { |
| 156 | return includeReferenceDateEvents_; |
| 157 | } |
| 158 | |
| 159 | inline bool Settings::includeReferenceDateEvents() const { |
| 160 | return includeReferenceDateEvents_; |
| 161 | } |
| 162 | |
| 163 | inline ext::optional<bool>& Settings::includeTodaysCashFlows() { |
| 164 | return includeTodaysCashFlows_; |
| 165 | } |
| 166 | |
| 167 | inline ext::optional<bool> Settings::includeTodaysCashFlows() const { |
| 168 | return includeTodaysCashFlows_; |
| 169 | } |
| 170 | |
| 171 | inline bool& Settings::enforcesTodaysHistoricFixings() { |
| 172 | return enforcesTodaysHistoricFixings_; |
| 173 | } |
| 174 | |
| 175 | inline bool Settings::enforcesTodaysHistoricFixings() const { |
| 176 | return enforcesTodaysHistoricFixings_; |
| 177 | } |
| 178 | |
| 179 | } |
| 180 | |
| 181 | #endif |
| 182 | |