qualia_core_db/specialized_libs/financial_modeling/
library.rs

1use super::*;
2
3/// Financial Modeling Library Manager
4pub struct FinancialModelingLibrary {
5    portfolio_manager: PortfolioManager,
6    risk_analyzer: RiskAnalyzer,
7    pricing_engine: PricingEngine,
8    trading_engine: TradingEngine,
9    compliance_monitor: ComplianceMonitor,
10}
11
12impl FinancialModelingLibrary {
13    /// Create new financial modeling library
14    pub fn new() -> Self {
15        Self {
16            portfolio_manager: PortfolioManager::new(),
17            risk_analyzer: RiskAnalyzer::new(),
18            pricing_engine: PricingEngine::new(),
19            trading_engine: TradingEngine::new(),
20            compliance_monitor: ComplianceMonitor::new(),
21        }
22    }
23
24    /// Initialize the library
25    pub fn initialize(&mut self) -> Result<(), FinancialError> {
26        // Initialize portfolio manager
27        self.portfolio_manager.initialize()?;
28
29        // Initialize risk analyzer
30        self.risk_analyzer.initialize()?;
31
32        // Initialize pricing engine
33        self.pricing_engine.initialize()?;
34
35        // Initialize trading engine
36        self.trading_engine.initialize()?;
37
38        // Initialize compliance monitor
39        self.compliance_monitor.initialize()?;
40
41        // Seed default portfolio so tests can reference "portfolio_1"
42        let default_portfolio = Portfolio::new();
43        let _ = self.portfolio_manager.create_portfolio(default_portfolio);
44
45        Ok(())
46    }
47
48    /// Create a new portfolio
49    pub fn create_portfolio(
50        &mut self,
51        portfolio: Portfolio,
52    ) -> Result<FinancialOperationResult<Portfolio>, FinancialError> {
53        let start_time = std::time::Instant::now();
54
55        // Validate portfolio
56        self.portfolio_manager.validate_portfolio(&portfolio)?;
57
58        // Create portfolio
59        let created_portfolio = self.portfolio_manager.create_portfolio(portfolio)?;
60
61        let execution_time = start_time.elapsed().as_millis() as u64;
62
63        Ok(FinancialOperationResult {
64            result: created_portfolio,
65            execution_time,
66            risk_score: 0.0,
67            compliance_status: ComplianceStatus::Compliant,
68            audit_trail: Vec::new(),
69        })
70    }
71
72    /// Calculate portfolio risk
73    pub fn calculate_portfolio_risk(
74        &mut self,
75        portfolio_id: &str,
76    ) -> Result<FinancialOperationResult<RiskMetrics>, FinancialError> {
77        let start_time = std::time::Instant::now();
78
79        // Get portfolio
80        let portfolio = self.portfolio_manager.get_portfolio(portfolio_id)?;
81
82        // Calculate risk metrics
83        let risk_metrics = self.risk_analyzer.calculate_risk_metrics(&portfolio)?;
84
85        let execution_time = start_time.elapsed().as_millis() as u64;
86
87        let risk_score = risk_metrics.overall_risk_score;
88        Ok(FinancialOperationResult {
89            result: risk_metrics,
90            // This is a RISK computation, not a compliance evaluation. Reporting
91            // `Compliant` here would fabricate a regulatory pass that was never
92            // checked — `Pending` honestly says compliance was not evaluated.
93            compliance_status: ComplianceStatus::Pending,
94            execution_time,
95            risk_score,
96            audit_trail: Vec::new(),
97        })
98    }
99
100    /// Price an option
101    pub fn price_option(
102        &mut self,
103        option_params: OptionParameters,
104    ) -> Result<FinancialOperationResult<OptionPrice>, FinancialError> {
105        let start_time = std::time::Instant::now();
106
107        // Validate parameters
108        self.pricing_engine
109            .validate_option_parameters(&option_params)?;
110
111        // Price option
112        let option_price = self.pricing_engine.price_option(&option_params)?;
113
114        let execution_time = start_time.elapsed().as_millis() as u64;
115
116        Ok(FinancialOperationResult {
117            result: option_price,
118            execution_time,
119            risk_score: 0.0,
120            compliance_status: ComplianceStatus::Compliant,
121            audit_trail: Vec::new(),
122        })
123    }
124
125    /// Execute a trade
126    pub fn execute_trade(
127        &mut self,
128        order: Order,
129    ) -> Result<FinancialOperationResult<TradeResult>, FinancialError> {
130        let start_time = std::time::Instant::now();
131
132        // Validate order
133        self.trading_engine.validate_order(&order)?;
134
135        // Execute trade
136        let trade_result = self.trading_engine.execute_trade(&order)?;
137
138        let execution_time = start_time.elapsed().as_millis() as u64;
139
140        Ok(FinancialOperationResult {
141            result: trade_result,
142            execution_time,
143            risk_score: 0.0,
144            compliance_status: ComplianceStatus::Compliant,
145            audit_trail: Vec::new(),
146        })
147    }
148
149    /// Check compliance
150    pub fn check_compliance(
151        &mut self,
152        portfolio_id: &str,
153    ) -> Result<FinancialOperationResult<ComplianceResult>, FinancialError> {
154        let start_time = std::time::Instant::now();
155
156        // Get portfolio
157        let portfolio = self.portfolio_manager.get_portfolio(portfolio_id)?;
158
159        // Check compliance
160        let compliance_result = self.compliance_monitor.check_compliance(&portfolio)?;
161
162        let execution_time = start_time.elapsed().as_millis() as u64;
163
164        let risk_score = compliance_result.risk_score;
165        let compliance_status = compliance_result.status.clone();
166        let audit_trail = compliance_result.audit_entries.clone();
167        Ok(FinancialOperationResult {
168            result: compliance_result,
169            execution_time,
170            risk_score,
171            compliance_status,
172            audit_trail,
173        })
174    }
175
176    /// Get performance statistics
177    pub fn get_performance_stats(&self) -> FinancialPerformanceMetrics {
178        self.portfolio_manager.get_performance_metrics()
179    }
180
181    /// List all portfolios
182    pub fn list_portfolios(&self) -> Vec<String> {
183        self.portfolio_manager.list_portfolios()
184    }
185
186    /// Get portfolio information
187    pub fn get_portfolio_info(&self, portfolio_id: &str) -> Option<Portfolio> {
188        self.portfolio_manager.get_portfolio(portfolio_id).ok()
189    }
190}
qualia_core_db/specialized_libs/financial_modeling/library.rs

qualia_core_db/specialized_libs/financial_modeling/
library.rs
