public void SetInterest(string type, double interest)
{
DataRow row = InterestTable.FindByType(type);
if (row != null && !double.IsNaN(interest))
{
try
{
row["Interest"] = interest;
}
catch { }
}
}
public CalculatorMessage calculateInterestPerformance(decimal amount, int termInDays, MoneyType money)
{
//Se genera la caja para encapsular el resultado
CalculatorMessage result = new CalculatorMessage();
//Se obtiene los productos
SavingInvestementProduct product = _factory.createProduct();
product.Amount = amount;
product.TermInDays = termInDays;
product.Currency = money;
//Se crea el verficador para procesar el producto de inversión y ahorro
ServiceVerifier verifier = _factory.createVerify();
verifier.Product = product;
//Verificar la apertura del servicio
ProductServiceMessage verifyMessage = verifier.canServiceBeOpen();
if (verifyMessage.CanBeOpen == true)
{
//Se crea la tabla de intereses para el producto de inversión y ahorro; más se le adjunta al producto
string tableInterest = _productType + money.ToString();
InterestTable interestTable = InterestTableFactory.GetInterestTableFor(tableInterest);
product.setInterestTable(interestTable);
//Se calcula el rendimiento del producto
product.calculateInterest();
result.InterestEarned = product.InterestEarned();
result.FinalBalance = product.getFinalBalance();
result.TaxApplied = product.getTax();
result.percentegeApplied = product.getAnnualInterest();
}
else
{
result.InterestEarned = 0;
result.FinalBalance = 0;
result.TaxApplied = 0;
}
result.Message = verifyMessage.Message;
return(result);
}
public override void setInterestTable(InterestTable interest)
{
_interestTable = (AmountInterest)interest;
}
public void UpdateLocalCache()
{
// customization mode
try
{
CustomizationMode = GetParameter("Customization Mode");
}
catch { CustomizationMode = ""; }
// last command
try
{
int arg = 0;
int.TryParse(GetParameter("Last Command"), out arg);
LastCommand = arg;
}
catch { LastCommand = 0; }
// interest rate
try
{
FederalIterest = (double)InterestTable.FindByType("Federal")["Interest"];
}
catch { FederalIterest = 0; }
try
{
DebitIterest = (double)InterestTable.FindByType("Debit")["Interest"];
}
catch { DebitIterest = 0; }
try
{
CreditIterest = (double)InterestTable.FindByType("Credit")["Interest"];
}
catch { CreditIterest = 0; }
// server mode
try
{
string val = GetParameter("Online Server");
if (val == null)
{
OnlineServer = Global.DEFAULT_ONLINE_SERVER;
}
else
{
OnlineServer = val;
}
}
catch { OnlineServer = Global.DEFAULT_ONLINE_SERVER; }
try
{
ServerMode = GetParameter("Server Mode");
}
catch { ServerMode = ""; }
try
{
ServerWasSelected = GetParameter("Server Was Selected") == "Yes";
}
catch { ServerWasSelected = false; }
// proxy
try
{
UseProxy = GetParameter("Use Proxy") == "Yes";
}
catch { UseProxy = true; }
try
{
ProxyAddress = GetParameter("Proxy Address");
}
catch { ProxyAddress = ""; }
try
{
// update current server proxy settings
if (Comm.IsInitialize)
{
Comm.Server.ProxyAddress = ProxyAddress;
Comm.Server.UseProxy = UseProxy;
}
}
catch { }
// option indicators
for (int i = 0; i < Global.MAX_OPTIONS_INDICATORS; i++)
{
string id = (i + 1).ToString();
try
{
OptionsIndicatorName[i] = GetParameter("Options Indicator Name " + id);
}
catch { OptionsIndicatorName[i] = ""; }
try
{
OptionsIndicatorEquation[i] = GetParameter("Options Indicator Equation " + id);
}
catch { OptionsIndicatorEquation[i] = ""; }
try
{
OptionsIndicatorEnable[i] = GetParameter("Options Indicator Enable " + id) == "Yes";
}
catch { OptionsIndicatorEnable[i] = false; }
try
{
OptionsIndicatorFormat[i] = GetParameter("Options Indicator Format " + id);
}
catch { OptionsIndicatorFormat[i] = "N2"; }
}
// commissions
try
{
SimpleCommisions = (GetParameter("Simple Options Commission") != "No");
}
catch { SimpleCommisions = true; }
// option pricing model
try
{
if (GetParameter("Pricing Model") == "BlackScholes")
{
option_pricing_model = Model.ModelT.BlackScholes;
}
else
{
option_pricing_model = Model.ModelT.Binominal;
}
}
catch { option_pricing_model = Model.ModelT.BlackScholes; }
try
{
BinominalSteps = int.Parse(GetParameter("Binominal Steps"));
}
catch { BinominalSteps = BinomialTree.DEFAULT_BINOMINAL_STEPS; }
// last price model
try
{
LastPriceModelT lp = new LastPriceModelT();
switch (GetParameter("Stock Calculation Prices").ToString())
{
case "Last Price":
default:
lp.stock = Model.LastPriceT.LastPrice;
break;
case "Ask/Bid Prices":
lp.stock = Model.LastPriceT.AskBidPrice;
break;
case "Ask/Bid Mid Price":
lp.stock = Model.LastPriceT.MidAskBidPrice;
break;
}
switch (GetParameter("Option Calculation Prices").ToString())
{
case "Last Price":
lp.option = Model.LastPriceT.LastPrice;
break;
case "Ask/Bid Prices":
default:
lp.option = Model.LastPriceT.AskBidPrice;
break;
case "Ask/Bid Mid Price":
lp.option = Model.LastPriceT.MidAskBidPrice;
break;
}
LastPriceModel = lp;
}
catch { LastPriceModel = new LastPriceModelT(); }
// update historical algorithm
try
{
switch (GetParameter("Historical Volatility Algorithm"))
{
case "Historical Close-to-Close":
HisVolAlgorithm = HisVolAlgorithmT.CLOSE_CLOSE;
break;
case "Historical Low-to-High (Parkinson)":
HisVolAlgorithm = HisVolAlgorithmT.HIGH_LOW_PARKINGSON;
break;
case "Historical Open-High-Low-Close (Garman Klass)":
HisVolAlgorithm = HisVolAlgorithmT.GARMAN_KLASS;
break;
case "Historical Open-High-Low-Close (Yang Zhang)":
HisVolAlgorithm = HisVolAlgorithmT.YANG_ZHANG;
break;
}
}
catch { HisVolAlgorithm = HisVolAlgorithmT.HIGH_LOW_PARKINGSON; }
// update colors
try
{
if (color_config == null)
{
color_config = new ColorConfig();
}
color_config.UpdateLocalCache();
}
catch { }
}
private bool New()
{
DataRow row;
MarginMath mm = null;
ResultMath rm = null;
bool changed = false;
try
{
string[] AllTypes = new string[] { "Long Stock", "Short Stock", "Long Call", "Short Call", "Long Put", "Short Put" };
string[] IntTypes = new string[] { "Debit", "Credit", "Federal" };
foreach (string s in AllTypes)
{
if (CommissionsTable.FindByType(s) == null)
{
changed = true;
row = CommissionsTable.NewRow();
row["Type"] = s;
row["PerTransaction"] = 0;
row["PerUnit"] = 0;
CommissionsTable.Rows.Add(row);
}
}
foreach (string s in IntTypes)
{
if (InterestTable.FindByType(s) == null)
{
changed = true;
row = InterestTable.NewRow();
row["Type"] = s;
row["Interest"] = 0;
InterestTable.Rows.Add(row);
}
}
if (ParametersTable.FindByParameter("Option Calculation Prices") == null)
{
changed = true;
row = ParametersTable.NewRow();
row["Parameter"] = "Option Calculation Prices";
row["Value"] = "Ask/Bid Prices";
ParametersTable.Rows.Add(row);
}
if (ParametersTable.FindByParameter("Stock Calculation Prices") == null)
{
changed = true;
row = ParametersTable.NewRow();
row["Parameter"] = "Stock Calculation Prices";
row["Value"] = "Last Price";
ParametersTable.Rows.Add(row);
}
if (ParametersTable.FindByParameter("Simple Options Commission") == null)
{
changed = true;
row = ParametersTable.NewRow();
row["Parameter"] = "Simple Options Commission";
row["Value"] = "Yes";
ParametersTable.Rows.Add(row);
}
if (ParametersTable.FindByParameter("Created with Version") == null)
{
changed = true;
row = ParametersTable.NewRow();
row["Parameter"] = "Created with Version";
row["Value"] = CurrentVersion;
ParametersTable.Rows.Add(row);
}
if (ParametersTable.FindByParameter("Installation Date") == null)
{
changed = true;
row = ParametersTable.NewRow();
row["Parameter"] = "Installation Date";
row["Value"] = DateTime.Now.ToShortDateString();
ParametersTable.Rows.Add(row);
}
if (ParametersTable.FindByParameter("Last Version Check") == null)
{
changed = true;
row = ParametersTable.NewRow();
row["Parameter"] = "Last Version Check";
row["Value"] = CurrentVersion;
ParametersTable.Rows.Add(row);
}
if (ParametersTable.FindByParameter("Remote Configuration") == null)
{
changed = true;
row = ParametersTable.NewRow();
row["Parameter"] = "Remote Configuration";
row["Value"] = REMOTE_CONFIG;
ParametersTable.Rows.Add(row);
}
if (ParametersTable.FindByParameter("Online Server") == null)
{
changed = true;
row = ParametersTable.NewRow();
row["Parameter"] = "Online Server";
row["Value"] = Global.DEFAULT_ONLINE_SERVER;
ParametersTable.Rows.Add(row);
}
if (ParametersTable.FindByParameter("Server Mode") == null)
{
changed = true;
row = ParametersTable.NewRow();
row["Parameter"] = "Server Mode";
row["Value"] = "";
ParametersTable.Rows.Add(row);
}
if (ParametersTable.FindByParameter("Auto Refresh") == null)
{
changed = true;
row = ParametersTable.NewRow();
row["Parameter"] = "Auto Refresh";
row["Value"] = Global.DEFAULT_AUTO_REFRESH;
ParametersTable.Rows.Add(row);
}
if (ParametersTable.FindByParameter("Federal Interest Auto Update") == null)
{
changed = true;
row = ParametersTable.NewRow();
row["Parameter"] = "Federal Interest Auto Update";
row["Value"] = Global.DEFAULT_FEDERAL_INTEREST_AUTO_UPDATE;
ParametersTable.Rows.Add(row);
}
if (ParametersTable.FindByParameter("Volatility Mode") == null)
{
changed = true;
row = ParametersTable.NewRow();
row["Parameter"] = "Volatility Mode";
row["Value"] = Global.DEFAULT_VOLATILITY_MODE;
ParametersTable.Rows.Add(row);
}
if (ParametersTable.FindByParameter("Fixed Volatility") == null)
{
changed = true;
row = ParametersTable.NewRow();
row["Parameter"] = "Fixed Volatility";
row["Value"] = Global.DEFAULT_FIXED_VOLATILITY;
ParametersTable.Rows.Add(row);
}
if (ParametersTable.FindByParameter("Download Historical Volatility") == null)
{
changed = true;
row = ParametersTable.NewRow();
row["Parameter"] = "Download Historical Volatility";
row["Value"] = "No";
ParametersTable.Rows.Add(row);
}
if (ParametersTable.FindByParameter("Use Historical Volatility For StdDev") == null)
{
changed = true;
row = ParametersTable.NewRow();
row["Parameter"] = "Use Historical Volatility For StdDev";
row["Value"] = "No";
ParametersTable.Rows.Add(row);
}
if (ParametersTable.FindByParameter("Implied Volatility Fallback") == null)
{
changed = true;
row = ParametersTable.NewRow();
row["Parameter"] = "Implied Volatility Fallback";
row["Value"] = "No";
ParametersTable.Rows.Add(row);
}
if (ParametersTable.FindByParameter("Historical Volatility Algorithm") == null)
{
changed = true;
row = ParametersTable.NewRow();
row["Parameter"] = "Historical Volatility Algorithm";
row["Value"] = Global.DEFAULT_HISVOL_ALGORITHM;
ParametersTable.Rows.Add(row);
}
if (ParametersTable.FindByParameter("Last Wizard Stock List") == null)
{
changed = true;
row = ParametersTable.NewRow();
row["Parameter"] = "Last Wizard Stock List";
row["Value"] = "";
ParametersTable.Rows.Add(row);
}
if (ParametersTable.FindByParameter("Pricing Model") == null)
{
changed = true;
row = ParametersTable.NewRow();
row["Parameter"] = "Pricing Model";
row["Value"] = "BlackScholes";
ParametersTable.Rows.Add(row);
}
if (ParametersTable.FindByParameter("Binominal Steps") == null)
{
changed = true;
row = ParametersTable.NewRow();
row["Parameter"] = "Binominal Steps";
row["Value"] = "50";
ParametersTable.Rows.Add(row);
}
row = ParametersTable.FindByParameter("Customization Mode");
if (row == null)
{
changed = true;
row = ParametersTable.NewRow();
row["Parameter"] = "Customization Mode";
row["Value"] = Properties.Resources.AppCustomizationMode.ToString();
ParametersTable.Rows.Add(row);
}
else if (row["Value"].ToString() == "" && Properties.Resources.AppCustomizationMode.ToString() != "")
{
row["Value"] = Properties.Resources.AppCustomizationMode.ToString();
}
// create table view configuration
TableConfig.CreateDefaultTableView(false);
// delete old column width configuration
if (ParametersTable.FindByParameter("Main Table Columns Width") != null ||
ParametersTable.FindByParameter("Portfolio Table Columns Width") != null)
{
Config.Local.DeleteParameter("Main Table Columns Width");
Config.Local.DeleteParameter("Portfolio Table Columns Width");
changed = true;
}
// backward competability - rename portfolio OPO list, and create portfolio-list variable
// which includes list of portfolios
if (ParametersTable.FindByParameter("Portfolio OPO List") != null)
{
changed = RenameParameter("Portfolio OPO List", "Portfolio (My Portfolio)");
}
if (ParametersTable.FindByParameter("Table Columns Width") != null)
{
changed = RenameParameter("Table Columns Width", "Main Table Columns Width");
}
if (ParametersTable.FindByParameter("Portfolio List") == null)
{
changed = true;
row = ParametersTable.NewRow();
row["Parameter"] = "Portfolio List";
row["Value"] = "My Portfolio";
ParametersTable.Rows.Add(row);
}
if (MarginTable.Rows.Count == 0)
{
// reset margin
if (mm == null)
{
mm = new MarginMath(null);
}
mm.resetToMarginAccount();
}
if (CriteriaTable.Rows.Count == 0)
{
// reset criteria
if (rm == null)
{
rm = new ResultMath(null);
}
rm.resetToDefaultCriteriaList();
}
CriteriaTable.DefaultView.Sort = "Index ASC";
if (LinksTable.Rows.Count == 0)
{
// reset links
LinksConfig.ResetToDefaultLinks();
}
// accept changes
CriteriaTable.AcceptChanges();
CommissionsTable.AcceptChanges();
MarginTable.AcceptChanges();
InterestTable.AcceptChanges();
ParametersTable.AcceptChanges();
LinksTable.AcceptChanges();
}
catch { }
// rename old parameters name to new ones
for (int j = 1; j <= 2; j++)
{
RenameParameter("Indicator" + j.ToString() + " Name", "Last Wizard Indicator Name " + j.ToString());
RenameParameter("Indicator" + j.ToString() + " Equation", "Last Wizard Indicator Equation " + j.ToString());
RenameParameter("Indicator" + j.ToString() + " Enable", "Last Wizard Indicator Enable " + j.ToString());
RenameParameter("Indicator" + j.ToString() + " Filter Enable", "Last Wizard Indicator Filter Enable " + j.ToString());
RenameParameter("Indicator" + j.ToString() + " Min Value", "Last Wizard Indicator Min Value " + j.ToString());
RenameParameter("Indicator" + j.ToString() + " Max Value", "Last Wizard Indicator Max Value " + j.ToString());
}
row = ParametersTable.FindByParameter("Created with Version");
if (row != null)
{
// 1.0.8.0 -> 1.0.8.1
if ((string)row["Value"] == "1.0.8.0")
{
changed = true;
// update configuration version
row["Value"] = "1.0.8.1";
// update and save
ParametersTable.AcceptChanges();
// mark upgrade flag
first_upgrade = true;
}
// 1.0.8.1 -> 1.0.8.2
if ((string)row["Value"] == "1.0.8.1")
{
changed = true;
// update configuration version
row["Value"] = "1.0.8.2";
if (MessageBox.Show("As part of the upgrade to version 1.0.8.2, OptionsOracle needs to reset your margin-account configuration. \nIf you are using private or cash-account configuration press \"Cancel\", otherwise please press \"OK\".", "Confirmation", MessageBoxButtons.OKCancel, MessageBoxIcon.Question) == System.Windows.Forms.DialogResult.OK)
{
// reset margin
if (mm == null)
{
mm = new MarginMath(null);
}
mm.resetToMarginAccount();
}
// update and save
ParametersTable.AcceptChanges();
// mark upgrade flag
first_upgrade = true;
}
// -> CurrentVersion
if ((string)row["Value"] != CurrentVersion)
{
changed = true;
// update configuration version
row["Value"] = CurrentVersion;
// don't show the market selection message
Config.Local.SetParameter("Server Was Selected", "Yes");
Config.Local.SetParameter("Last Command", "0");
// update and save
ParametersTable.AcceptChanges();
// mark upgrade flag
first_upgrade = true;
}
}
return(changed);
}
public override void setInterestTable(InterestTable interest)
{
_interestTable = (TermInterest)interest;
}
