Coverage Report

Created: 2025-08-11 06:28

/src/quantlib/ql/exercise.hpp
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/* -*- mode: c++; tab-width: 4; indent-tabs-mode: nil; c-basic-offset: 4 -*- */
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/*
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 Copyright (C) 2001, 2002, 2003 Sadruddin Rejeb
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 Copyright (C) 2003 Ferdinando Ametrano
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 Copyright (C) 2006 StatPro Italia srl
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 This file is part of QuantLib, a free-software/open-source library
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 for financial quantitative analysts and developers - http://quantlib.org/
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 QuantLib is free software: you can redistribute it and/or modify it
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 under the terms of the QuantLib license.  You should have received a
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 copy of the license along with this program; if not, please email
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 <quantlib-dev@lists.sf.net>. The license is also available online at
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 <http://quantlib.org/license.shtml>.
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 This program is distributed in the hope that it will be useful, but WITHOUT
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 ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS
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 FOR A PARTICULAR PURPOSE.  See the license for more details.
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*/
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/*! \file exercise.hpp
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    \brief Option exercise classes and payoff function
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*/
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#ifndef quantlib_exercise_type_h
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#define quantlib_exercise_type_h
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#include <ql/time/date.hpp>
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#include <vector>
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namespace QuantLib {
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    //! Base exercise class
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    class Exercise {
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      public:
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        enum Type {
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            American, Bermudan, European
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        };
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        // constructor
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        explicit Exercise(Type type) : type_(type) {}
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        virtual ~Exercise() = default;
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        // inspectors
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        Type type() const { return type_; }
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        Date date(Size index) const { return dates_[index]; }
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        Date dateAt(Size index) const { return dates_.at(index); }
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        //! Returns all exercise dates
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        const std::vector<Date>& dates() const { return dates_; }
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        Date lastDate() const;
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      protected:
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        std::vector<Date> dates_;
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        Type type_;
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    };
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    //! Early-exercise base class
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    /*! The payoff can be at exercise (the default) or at expiry */
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    class EarlyExercise : public Exercise {
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      public:
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        EarlyExercise(Type type,
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                      bool payoffAtExpiry = false)
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        : Exercise(type), payoffAtExpiry_(payoffAtExpiry) {}
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        bool payoffAtExpiry() const { return payoffAtExpiry_; }
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      private:
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        bool payoffAtExpiry_;
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    };
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    //! American exercise
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    /*! An American option can be exercised at any time between two
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        predefined dates; the first date might be omitted, in which
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        case the option can be exercised at any time before the expiry.
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        \todo check that everywhere the American condition is applied
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              from earliestDate and not earlier
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    */
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    class AmericanExercise : public EarlyExercise {
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      public:
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        AmericanExercise(const Date& earliestDate,
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                         const Date& latestDate,
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                         bool payoffAtExpiry = false);
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        AmericanExercise(const Date& latestDate,
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                         bool payoffAtExpiry = false);
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    };
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    //! Bermudan exercise
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    /*! A Bermudan option can only be exercised at a set of fixed dates.
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    */
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    class BermudanExercise : public EarlyExercise {
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      public:
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        BermudanExercise(const std::vector<Date>& dates,
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                         bool payoffAtExpiry = false);
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    };
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    //! European exercise
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    /*! A European option can only be exercised at one (expiry) date.
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    */
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    class EuropeanExercise : public Exercise {
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      public:
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        EuropeanExercise(const Date& date);
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    };
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}
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#endif