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Creating a Custom ObservedData
11.10.9 Creating a Custom ObservedData Do the following for creating a custom ObservedData: 1. Create a class named tk.product.<custom_data_class_name> that implements the interface com.calypso.tk.product.CustomObservedData. 2. To make the ObservedData persistent, create a class named ...
Creating a Custom Payout Formula
11.10.10 Creating a Custom Payout Formula Create a class named tk.product.util.PayOutFormula<name> that extends com.calypso.tk.product.util.PayOutFormula. This class will be invoked from com.calypso.tk.product.util.PayOutFormula.
Customizing a Bond
11.10.11 Customizing a Bond Creating a Custom Bond Create a class named tk.product.<bond_type> that extends com.calypso.tk.product.Bond. Handling Bond Prices Bond prices are handled in the BondPrice class (in the com.calypso.tk.core package). This class does for bond prices what the tk.core.Amount class doe...
Customizing an ETOContract
11.10.12 Customizing an ETOContract Creating a Custom ETOContract Create a class named tk.product.ETO<ETO_underlying_type> that extends com.calypso.tk.product.ETO.
Customizing a FutureContract
11.10.13 Customizing a FutureContract Creating a Custom FutureContract Create a class named tk.product.Future<future_type> that extends com.calypso.tk.product.Future. Creating a Custom DateGenerator for a FutureContract Create a class named tk.product.ContractDateGenerator<custom_name> that implements the interfa...
Customizing a FutureOptionContract
11.10.14 Customizing a FutureOptionContract Creating a Custom FutureOptionContract Create a class named tk.product.FutureOption<future_option_type> that extends com.calypso.tk.product.FutureOption. Create a Custom DateGenerator for a FutureOptionContract Create a class named tk.product.OptionContractDateG...
Credit Derivatives
11.10.15 Credit Derivatives Some useful interfaces: • com.calypso.tk.pricer.PricerReferenceEntity — Pricers which can calculate pricer measures per reference entities (issuer id and seniority). Used by credit derivatives reports. • com.calypso.tk.product.CreditRisky — Any product that may have cred...
ProductChooser Window Customization
11.11 ProductChooser Window Customization NOTE – ProductChooser Window customization is not supported for Equity products.
Creating a Custom Panel in the ProductChooser Window
11.11.1 Creating a Custom Panel in the ProductChooser Window Create a class named tk.product.<product_type>ProductChooserHandler which extends com.calypso.tk.product.ProductChooserHandler. This class will be invoked from com.calypso.tk.product.ProductChooserHandler.
Creating a Custom ProductChooser
11.11.2 Creating a Custom ProductChooser Create a class named apps.product.<product_family>ProductChooser which implements com.calypso.apps.product.ProductChooser. This class will be invoked from com.calypso.apps.product.ProductUtil to load a list of products for display in the ProductChooser window. [NOTE: The Pr...
Printing a Product
11.12 Printing a Product Create a class named tk.product.<product_type>ProductPrint that implements tk.product.ProductPrint. <product_type>ProductPrint is invoked from com.calypso.tk.core.ProductPrintUtil.
How to Use Cashflows
11.13 How to Use Cashflows When using out-of-the-box products, cashflows are automatically generated (provided they implement the CashFlowGeneratorBased interface).
Cashflows Generation
11.13.1 Cashflows Generation The Calypso system assumes that cashflows and all of their “known” attributes are generated from contractual data, i.e. Trade and Product classes. In other words, attributes such as flow dates and known flow amounts (for example a fixed flow, or a floating flow where the reset date is ...
Cashflows Display
11.13.2 Cashflows Display The functionality involving columns (accessible through the GUI) is distinct from the actual generation of cashflows by products. It is made possible via the CashFlowLayout class or possibly one of its product-specific subclasses, for example SwapCashFlowLayout. Such a class converts a Ca...
Principal Schedule
11.13.3 Principal Schedule Creating a Custom Principal Schedule Generator This could be used in conjunction with ProductCustomData to store the attributes for the generator. Create a class named tk.product.util.PrincipalGenerator<structure_name> which implements the interface com.calypso.tk.product.util.CustomPrin...
How to Use Trade Keywords
11.14 How to Use Trade Keywords
Trade Keyword Configuration
11.14.1 Trade Keyword Configuration The class TradeKeywordConfig allows adding a type and a searchable flag on the keywords. In order to handle legacy keywords (encoded in DomainValues thanks to the name of the keyword or the comment of the domain), use the BOCache API: static public <T> TradeKeywordConfig<T> getTr...
Using Trade Keywords
11.14.2 Using Trade Keywords The class tk.core.keyword.sql.TradeKeywordWhereClauseBuilder handles the existence of a TradeKeywordConfig or not, and hence creates the query against the legacy trade_keyword table or the new trade_keyword_accel table. This class provides the following methods: • static public Str...
How to Add Custom Attribute Types
11.15 How to Add Custom Attribute Types The trade keyword enrichment has introduced the possibility to create different AttributeType (like AccountAttributeType, LegalEntityAttributeType, AMStrategyAttributeType, JDatetimeAttributeType, …). The different components are now managed by Spring annotations on som...
Pricing
Section 12. Pricing 12.1 Pricing Environment
Using a Pricing Environment
12.1.1Using a Pricing Environment A Pricing Environment tells the system what pricers (pricing models) and market data (interest rate curves, volatility surfaces, quotes etc.) to use to value each product. A Pricing Environment contains a PricerConfig and a QuoteSet object. The PricerConfig specifies what Pricer t...
Creating a Custom Panel for the PricerConfig Window
12.1.2Creating a Custom Panel for the PricerConfig Window Create a class named apps.marketdata.PCProductSpecificMDPanel that implements the interface com.calypso.apps.marketdata.PCProductSpecificMDPanel. This class will be invoked from com.calypso.apps.marketdata.PricerConfigWindow. 12.2 Pricer How pricers are ...
Creating a Custom Pricer
12.2.1Creating a Custom Pricer Overview of Steps • Step 1 — Create a Pricer • Step 2 — Register the new Pricer Step 1 — Create a Pricer. Create a class named tk.pricer.Pricer<pricer_name> which extends the abstract base class com.calypso.tk.core.Pricer. The Pricer calculates a number of pricer measu...
Creating a Custom Pricer for Structured Products
12.2.2Creating a Custom Pricer for Structured Products In order to show proper Reset Risk report product details, you can create a custom pricer that extends PricerStructuredProduct and implements ResetRiskItemProviderI and ResetRiskItemExplodedProviderI. Implement public ResetRiskAnalysisDetailsI generateResetRis...
Making a Pricer Lazy Refresh Compatible
12.2.3Making a Pricer Lazy Refresh Compatible Lazy Refresh is a mode on the Pricer Configuration which improves the system performance by not loading the market data items, only their ids. The actual market data items are loaded when requested by an application, such as a Pricer. This is achieved by giving the lis...
Creating a Custom Pricing Parameter Entry Panel
12.2.4Creating a Custom Pricing Parameter Entry Panel Create a class which implements the interface com.calypso.apps.trading.PricerInputViewer. The name of the class should be returned by your pricer’s getInputViewerClassName() method. By default apps.trading.PricingJPanel will be used. This class will be invoked...
Performing a Custom Action after Pricing
12.2.5Performing a Custom Action after Pricing For example, you want to change the color or font of your pricing results after pricing. Create a class named apps.trading.PricerOutputViewer<pricer_name> which implements the interface com.calypso.apps.trading.PricerOutputViewer. This class will be invoked from com.c...
Creating a Custom Solver
12.2.6Creating a Custom Solver Create a class named tk.pricer.<product_family>SolveFor or tk.pricer.<product_type>SolveFor that implements com.calypso.tk.pricer.SolveFor. This class will be invoked from com.calypso.tk.pricer.SolveForUtil.
Creating a Custom Inflation Forecasting Method
12.2.7Creating a Custom Inflation Forecasting Method Create a class named tk.pricer.<currency><index_name>InflationCalculator or tk.pricer.<index_name>InflationCalculator that implements com.calypso.tk.pricer.InflationCalculator. It will be invoked from com.calypso.tk.pricer.InflationUtil. 12.3 Pricer Mea...
Creating a Custom Pricer Measure
12.3.1Creating a Custom Pricer Measure A new pricer can calculate pricer measures that are not supported by the PricerMeasure class. In this case you must create a new PricerMeasure class. Overview of Steps • Step 1 — Create a PricerMeasure • Step 2 — Register the new PricerMeasure types Step 1 — Create...
Creating Client Data for a Pricer Measure
12.3.2Creating Client Data for a Pricer Measure Create a class that implements the interface com.calypso.tk.core.PricerMeasureClientData to specify a custom viewer for example. Your pricer creates an object of this type, and attaches it to the PricerMeasure by calling PricerMeasure.setClientData().
Creating a Custom Display for a Pricer Measure
12.3.3Creating a Custom Display for a Pricer Measure Create a class named apps.trading.PricerMeasure<viewer_name>Viewer or apps.trading.PricerMeasure<pricer_measure_name>Viewer that extends Jdialog and implements com.calypso.apps.trading.PricerMeasureViewer. The viewer name can be set through client data. This cl...
Creating a Custom Margin Calculator
12.3.4Creating a Custom Margin Calculator Step 1 — Create a Margin Calculator. Create a class named MarginCalculator<margin type name> which implements the interface MarginCalculator. Step 2 — Use the Margin Calculator. Margin calculations are run using the “HistSimMargin” analysis. The parameters for a run of t...
Pricing Sheet Custom Trade and Pricing Validation
12.4.1Pricing Sheet Custom Trade and Pricing Validation. Clients may configure the Pricing Sheet to validate the list of trades being priced or saved with custom, client provided validation methods by implementing the apps.trading.TradeListValidator interface in one or more Java classes. These classes must be regi...
Pricing Sheet Custom Menus
12.4.2Pricing Sheet Custom Menus Clients may extend the Pricing Sheet by writing custom functions that may be invoked through the Pricing Sheet’s menu extensions. Two separate menu extensions are provided. Pricing Sheet Menu Clients may extend the Pricing Sheet’s main menu bar by writing a class which implements th...
Saving Bundle Attributes in Pricing Sheet Save panel
12.4.3Saving Bundle Attributes in Pricing Sheet Save panel Clients may have a requirement to attach contextual information to the trade bundle which can be created by the pricing sheet. By configuring the names of bundle attributes in the domain “TradeBundleAttributes”, the pricing sheet will give the user an oppor...
Trade
Section 13. Trade 13.1 Trade Trades and their properties 13.1.1Creating Custom Trade Attributes Do the following to create custom Trade attributes: 1. Create a class named tk.core.<custom_data_class_name> that contains all of your additional attributes and which implements the interface com.c...
Creating Custom Trade Attributes
13.1.1Creating Custom Trade Attributes Do the following to create custom Trade attributes: 1. Create a class named tk.core.<custom_data_class_name> that contains all of your additional attributes and which implements the interface com.calypso.tk.core.TradeCustomData. 2. To make the custo...
Creating a Custom Trade Attribute Provider
13.1.2Creating a Custom Trade Attribute Provider You can add a Trade Attribute provider for a given product type and product subtype as needed. Create a class that implements com.calypso.apps.trading.TradeAttributeProviderI and provide an implementation of setTradeAttribute(Trade trade). Then register the custom c...
Applying Custom Validation to a Trade
13.1.3Applying Custom Validation to a Trade Create a class named apps.trading.<ProductTypeCode>TradeValidator or apps.trading.CustomTradeValidator which implements the interface com.calypso.apps.trading.TradeValidator and extends Frame or javax.swing.Jframe. The custom TradeValidator will apply to all product type...
Creating a Custom Copy and Paste Function
13.1.4Creating a Custom Copy and Paste Function You can create copy and paste functions between two trades. Create a class apps.trading.CopyTrade<from_product_type>2<to_product_type> which implements the interface com.calypso.apps.trading.CopyTrade. This class will be invoked from com.calypso.apps.trading....
Creating a Custom Save As New Function
13.1.5Creating a Custom Save As New Function Create a class named apps.trading.CustomSaveAsNewTrade which implements the interface com.calypso.apps.trading.SaveAsNewTrade. This class will be invoked from com.calypso.apps.trading.TradeUtil.
Creating a Custom Keyword Validator
13.1.6Creating a Custom Keyword Validator Create a class named apps.trading.CustomKeywordValidator which implements the interface com.calypso.apps.trading.KeywordValidator. This class will be invoked from com.calypso.apps.trading.TradeViewerJFrame.
Creating a Custom Mirror Trade
13.1.7Creating a Custom Mirror Trade Create a class named tk.product.<product_type>MirrorHandler or tk.product.DefaultMirrorHandler, which implements the interface com.calypso.tk.product.MirrorHandler. This class will be invoked from com.calypso.tk.product.MirrorHandlerUtil. 13.2 Trade Window How the Trade Windo...
Creating a Custom Trade Window Title
13.2.1Creating a Custom Trade Window Title Create a class named apps.trading.<product_type>TradeWindowTitleGenerator that implements com.calypso.apps.trading.TradeWindowTitleGenerator. This class will be invoked from com.calypso.apps.trading.TradeWindowTitleGeneratorUtil.
Creating Custom Default Values
13.2.2Creating Custom Default Values Create a class named apps.trading.Trade<product_type>DefaultValues that implements com.calypso.apps.trading.TradeDefaultValues. This class is invoked from com.calypso.apps.trading.TradeWindowBase, and will override existing product default values with custom values. TradeDefaul...
Adding a Custom Panel to a Trade Window
13.2.3Adding a Custom Panel to a Trade Window Create a class named apps.trading.CustomTabTrade<product_type>Window that implements apps.trading.CustomTabTradeWindow. Note that _tradeDetailsPanel will call the methods buildTrade(), newTrade(), and showTrade() of the CustomTabTradeWindow instance. This class will b...
Creating a Custom Trade Dialog
13.2.4Creating a Custom Trade Dialog A custom trade dialog can be implemented to enter additional details for a trade. Those details can be saved as trade keywords, therefore simplifying the trade customization. This custom trade dialog can currently only be implemented for the Bond Front trade window and Repo Fro...
Creating a Custom Trade Display
13.2.5Creating a Custom Trade Display Only those trade windows that inherit from the TradeWindowBase class can use the CustomViewTrade. Create a class named apps.trading.CustomViewTrade which implements the interface com.calypso.apps.trading.ViewTrade. The CustomViewTrade show() method is called from the customVie...
Adding a Custom Menu Item to a Trade Window
13.2.6Adding a Custom Menu Item to a Trade Window For a specific pricer or a specific product. Create a class named apps.trading.CustomTradeMenu<pricer_name> or apps.trading.CustomTradeMenuProduct<product_type> which implements the interface com.calypso.apps.trading.CustomTradeMenu. This class will be invoked fro...
Adding Custom Callbacks to a Trade Window
13.2.7Adding Custom Callbacks to a Trade Window You can add callbacks before and/or after a trade is saved, removed, created, or priced, and before the trade window is closed. Create a class named apps.trading.CustomTradeWindowListener which implements the interface com.calypso.apps.trading.TradeWindowListener. ...
Creating a Custom Warning Window
13.2.8Creating a Custom Warning Window Create a class named apps.trading.CustomTradeUpdate that implements the interface com.calypso.apps.trading.TradeUpdate. This class will be invoked from com.calypso.apps.trading.TradeWindow when a trade is modified.
Applying Custom Validation to a Trade Template
13.2.9Applying Custom Validation to a Trade Template Create a class named apps.trading.CustomTradeTemplateChecker that implements the interface com.calypso.apps.trading.TradeTemplateChecker. This class will be invoked from com.calypso.apps.trading.TradeWindow.
Creating a Custom FundingTradeHandler for AssetSwap
13.2.10 Creating a Custom FundingTradeHandler for AssetSwap Create a class named apps.util.CustomFundingTradeHandler which implements the interface com.calypso.apps.util.FundingTradeHandler. This class will be invoked from com.calypso.apps.trading.AssetSwapTradeProductPanel.
Creating a Custom CFD Execution Portfolio
13.2.11 Creating a Custom CFD Execution Portfolio Create a class named apps.trading.CustomCFDExecutionPortfolio that implements com.calypso.apps.trading.CFDExecutionPortfolio. This class will be invoked from com.calypso.apps.trading.CFDTerminationWindow.
Creating a Custom ETO Contract Selector Window
13.2.12 Creating a Custom ETO Contract Selector Window Create a class named apps.trading.CustomContractSelector that implements com.calypso.apps.trading.ContractSelectorInterface. This class will be invoked from com.calypso.apps.trading.ContractSelectorWindow.
Applying Custom Validation to CashSettleEntryWindow
13.3 Applying Custom Validation to CashSettleEntryWindow Create a class named apps.trading.CustomCashSettleEntryValidator that implements the interface com.calypso.apps.trading.CashSettleEntryValidator. This class will be invoked from com.calypso.apps.trading.CashSettleEntryWindow.
Applying Custom Validation to a Bundle
13.4 Applying Custom Validation to a Bundle Create a class named apps.trading.CustomBundleValidator which implements the interface com.calypso.apps.trading.CustomBundleValidator. This class will be invoked from com.calypso.apps.trading.TradeBundleWindow.
Creating a Custom Blotter Trade Selector
13.5 Creating a Custom Blotter Trade Selector Create a class named apps.trading.CustomBlotterTradeSelector which implements the interface com.calypso.apps.trading.BlotterTradeSelector. This class will be invoked from com.calypso.apps.trading.TradeBlotterPanel to extend the list of tags available in the blotter ...
Adding Custom Menu Items to the Trade Blotter
13.6 Adding Custom Menu Items to the Trade Blotter You can customize the popup menu that appears when you right-click a trade. Create a class named apps.trading.<custom window> that implements com.calypso.apps.trading.blotter.CustomTradeBlotterMenu. This class will be invoked from com.calypso.apps.trading.blotter.Trad...
Applying Custom Validation to a ManualLiquidation
13.7 Applying Custom Validation to a ManualLiquidation Create a class named apps.trading.CustomManualLiquidationValidator that implements the interface com.calypso.apps.trading.CustomManualLiquidationValidator. This class will be invoked from com.calypso.apps.trading.ManualLiquidationJDialog.
Creating a Custom Reference Entity Selection Window
13.8 Creating a Custom Reference Entity Selection Window Calypso’s selection dialog lets users specify reference entities based on existing issuers in the system, for credit derivatives. Create a class named apps.trading.CustomRefEntityChooser which extends the class com.calypso.apps.trading.RefEntityChooserInterface. ...
Creating a Custom BO Trade Display
13.9 Creating a Custom BO Trade Display Create a class named apps.trading.CustomBOTradeDisplay which implements the interface com.calypso.apps.trading.BOTradeDisplay. This class will be invoked from com.calypso.apps.trading.BOTradeFrame. Tips • To override the PO SDI selection whenever the counterparty SDI is ...
Creating a Custom Fee Calculator
13.10 Creating a Custom Fee Calculator Do the following to create a custom fee calculator: 1. Create a class named tk.bo.<fee_method>FeeCalculator which implements the interface com.calypso.tk.bo.FeeCalculator. Implement the following methods: − calculate() — Calculates the fee amo...
How to Create a Custom Allocation Process
14.1 How to Create a Custom Allocation Process Create a class named tk.product.<product_type>ProductAllocator which implements the interface com.calypso.tk.product.ProductAllocator. This class will be invoked from com.calypso.tk.product.ProductAllocatorUtil.
Creating a Custom Corporate Actions Handler
14.2 Creating a Custom Corporate Actions Handler Create a class named tk.product.<product_type>CorporateActionHandler, tk.product.<product_family>CorporateActionHandler or tk.product.DefaultCorporateActionHandler that implements com.calypso.tk.product.CorporateActionHandler. This class will be invoked from com.calypso...
Customizing Actions for Corporate Action
14.2.1Customizing Actions for Corporate Action Create a class named tk.product.CustomCATradeActionLookup that implements com.calypso.tk.product.CATradeActionLookup. The method getTradeAction() can change the action to be selected when a corporate action is applied or amended. The input parameters are the original ...
Custom Application of Corporate Actions
14.2.2Custom Application of Corporate Actions Create a class named tk.product.<product_type>CAOptionManager that implements com.calypso.tk.product.CAOptionManager. Sample Code package calypsox.tk.product; import com.calypso.tk.core.Defaults; import com.calypso.tk.core.JDate; import com.calypso.tk.core.JDatetime; ...
Exercise and Expiration
14.3 Exercise and Expiration
Creating a Custom Exercise Process
14.3.1Creating a Custom Exercise Process Create a class named tk.product.<product_type>Exercisable which implements the interface com.calypso.tk.product.Exercisable. This class will be invoked from com.calypso.tk.product.OptionExerciseUtil.
Applying Custom Validation to the Exercise Process
14.3.2Applying Custom Validation to the Exercise Process Create a class named tk.product.<product_type>ExerciseValidator, tk.product.<product_family>ExerciseValidator, or tk.product.DefaultExerciseValidator that implements com.calypso.tk.product.ExerciseValidator. This class is invoked from com.calypso.tk.product....
Applying Custom Validation to the ETOExcerciseWindow
14.3.3Applying Custom Validation to the ETOExcerciseWindow Create a class named apps.reporting.CustomFutureOptionExerciseExpiryValidator that implements the interface com.calypso.apps.reporting.FutureOptionExerciseExpiryValidator. This class will be invoked from com.calypso.apps.reporting.ETOExerciseWindow.
Applying Custom Validation to the FutureExpiryWindow
14.3.4Applying Custom Validation to the FutureExpiryWindow Create a class named apps.reporting.CustomFutureExpiryValidator that implements the interface com.calypso.apps.reporting.FutureExpiryValidator. This class will be invoked from com.calypso.apps.reporting.FutureExpiryWindow.
Creating a Custom Price Fixing Handler
14.4 Creating a Custom Price Fixing Handler To perform any additional processing during price fixing — invoked from the Price Fixing window when the user publishes the price fixings. Create a class named apps.reporting.CustomPriceFixingHandler which implements the interface com.calypso.apps.reporting.CustomPric...
Creating a Custom Rollover Process
14.5 Creating a Custom Rollover Process Currently, Calypso implements rollover for treasury products such as Loans and Deposits, Repos, and FX products. The rollover process for Calypso Fixed Income products implements FIRollOver, and for Calypso FX products ForexRollOver. Create a class named tk.product.<product_type>...
TermFrame Termination Window
14.6 TermFrame Termination Window The default Termination window is TermFrame. It is displayed by default for all the product types that use the default Termination window. For all the product types that were using an extension of TerminationWindow, they can also use TermFrame, provided they now use the <product type>T...
Architecture
14.6.1Architecture TermFrame is the default Termination Window. It can contain a panel for specific inputs by defining com.calypso.apps.product.termination.<ProductType>TermPanel. The interaction between TermFrame and <ProductType>TermPanel is assured by the TermFrameCallBack and ProductTermPanel interfaces. ...
Setting and Getting information from a ProductType TermPanel
14.6.2Setting and Getting information from a ProductType TermPanel To set input values, use <ProductType>TermPanel.show(TerminationInfo). To retrieve input values, use <ProductType>TermPanel.build(TerminationInfo). If you have a JIDE properties pane, the Listener is <ProductType>TermPanel.propertyChange(). Please ...
Default TermFrame Properties
14.6.3Default TermFrame Properties The default values for properties held in the Termination window are in TermFrame.initProperties(). Create a TerminationInfo that contains the default information, and then call the method show(TerminationInfo termInfo) to set the property values. Private void initProperties(){ ...
Sales Margin, Principal Exchange, and Interest Effective Date Properties
14.6.4Sales Margin, Principal Exchange, and Interest Effective Date Properties The mehtods to display the Sales Margin, Principal Exchange, and Interest Effective Date Properties are explained below: • Sales Margin: The display of the Sales Margin property is managed dynamically. No action is required f...
Adding a Product-Specific Termination Panel
14.6.5Adding a Product-Specific Termination Panel To add a product specific panel to the Termination window, create a class named com.calypso.apps.product.termination.<ProductType>TermPanel. This class must implement the ProductTermPanel interface and extend JPanel. For example: The product-specific panel can c...
Specifying a Requirement for an FX Rate or Fixing
14.6.6Specifying a Requirement for an FX Rate or Fixing <ProductType>TermPanel implements ProductTermPanel, which contains two methods to achieve this goal. Overriding either of the follwoing methods returns the desired values. For example: @Override public boolean isFXRateRequired() { return true; } @Override publ...
Working with TermFrame Attributes From a <ProductType>TermPanel
14.6.7Working with TermFrame Attributes From a <ProductType>TermPanel Retrieve TermFrame attributes from the <ProductType>TermPanel: private TermFrameCallBack _termFrameCallBack; @Override public void init(TermFrameCallBack termFrameCallBack){ _termFrameCallBack = TermFrameCallBack; } The interface...
Modify or Rename a TermFrame Property
14.6.8Modify or Rename a TermFrame Property 1. Use the TermFrameCallBack method, getProperty(String propertyName). Properties names are public static in TermFrameCallBack. 2. Rename the desired property directly using the renameProperty(String propertyName) method of TermFrameCallBa...
Adding Custom Flow Filtering in the Termination Process
14.6.9Adding Custom Flow Filtering in the Termination Process You can add custom flow filtering in the Termination process by creating a class named tk.product.termination.<domain value>FilterFlows that implements com.calypso.tk.product.termination.FilterFlows, where <domain value> must be added to the domain “Ter...
Adding Custom Menu Items to the Process Trade Window
14.7 Adding Custom Menu Items to the Process Trade Window Create a class named apps.util.CustomProcessTradeMenu which implements the interface com.calypso.apps.util.CustomProcessTradeMenu. This class will be invoked from com.calypso.apps.util.ProcessTradeUtil.
Creating a Custom Attribute Matching Mechanism
14.8 Creating a Custom Attribute Matching Mechanism Create a class named tk.bo.matching.<matching name>MatchingAttributes that implements com.calypso.bo.matching.MatchingAttributes. This class will be invoked from com.calypso.tk.bo.matching.DefaultMatchingUtil when performing attributes matching in the Financial Match...
Creating a Custom Reconvention Panel
14.9 Creating a Custom Reconvention Panel You can implement a class named apps.product.reconvention.ReconventionPanel that extends com.calypso.apps.product.reconvention.ReconventionPanel. It is invoked from com.calypso.apps.product.reconvention.ReconventionDialog.
Structured Flows - Customizing how Reconventions are Processed
14.10 Structured Flows - Customizing how Reconventions are Processed You can create a class named tk.product.reconvention.impl.<reconvention type>ReconventionHookHandler or tk.product.reconvention.impl.DefaultReconventionHookHandler (for all reconvention types) that implements com.calypso.tk.product.reconvention.im...
Report Framework Overview
15.1 Report Framework Overview The Calypso Report Framework has been designed to clearly separate the various elements of a report: • Report Template — The input parameters for the report. • Report — The database query to retrieve the data. • Report Output — Data model of the data retrieved by the rep...
Defining Report Templates
15.1.1Defining Report Templates The ReportTemplate and its subclasses provide the means to define search query parameters and what data the report should contain. It allows this information to be stored in the database for use in Report windows and/or in running Report Scheduled Tasks. For example, a user wants to...
Defining Reports
15.1.2Defining Reports The Report class is where a query is built based on the input parameters in the ReportTemplate. The query is built; a call is made to the Calypso Data server (via the remote API) and the returned data is a ReportOutput with a set of ReportRows. A ReportRow identifies the objects retrieved fr...
Defining Report Outputs
15.1.3Defining Report Outputs The core class that “handles” the report output is com.calypso.tk.report.DefaultReportOutput. Its purpose is not to render or display the data. This task is left to the report viewers. Its purpose is to arrange the report data which was set by the report with the setRows() method in...
Defining Report Styles
15.1.4Defining Report Styles ReportStyle is a helper class that provides the functionality to extract column values from ReportRow objects. A ReportRow encapsulates one or more Calypso objects. It is necessary to extract a column value from the object because the column might be a direct mapping to an object fie...
Defining Trade Report Styles with Additional Data
15.1.5Defining Trade Report Styles with Additional Data The TradeReportStyle described above allows adding trade data only. You can also add data from other bjects using the following mechanism. TradeReportStyle extensions are configurable using the domain name "ExtensionTradeReportStyle". Each value in this domai...
Defining Report Viewers
15.1.6Defining Report Viewers The Report Viewer renders the report output. Calypso currently provides the following report viewers: CSV, HTML, Excel, PDF, and GUI tables. ReportWindow provides the ability to view any report implemented using the framework. A customer need not worry about implementing a GUI for a r...
Report Window
15.1.7Report Window All reports that are built on top of the Reporting Framework share the same default GUI code. At its simplest level, a report can be added to any GUI window by adding a new ReportPanel to an existing GUI window: // Insert a Message Report Panel JPanel messagePanel = new ReportPanel(“Message”); ...
Import/Export
15.1.8Import/Export It is possible to import/export report template parameters from/to XML. This provides a convenient way to distribute a suite of out-of-the-box reports to one or more users. The report templates can be stored in a directory and imported into the system on an as-needed basis. Because the template...
How to Add a New Report
15.2 How to Add a New Report In order to add a new report, create a new ReportTemplate (which may or may not extend an existing one), a new Report, and a new ReportStyle, and place them in the tk.report package. For example, in order to create a CustomObject report three classes would be created: − tk.report.Cust...
How to Create a Report Template Panel
15.2.1How to Create a Report Template Panel However, in order to be generic, the GUI to manipulate the ReportTemplate is not intuitive. It lists most of the parameters in tabular format and does not perform any type-checking (Some minor type- checking is done, whenever possible, by parsing the parameter names). Th...