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/* -*- mode: c++; tab-width: 4; indent-tabs-mode: nil; c-basic-offset: 4 -*- */

/*
 Copyright (C) 2000, 2001, 2002, 2003 RiskMap srl
 Copyright (C) 2003, 2004 StatPro Italia srl
 Copyright (C) 2003 Nicolas Di Césaré
 Copyright (C) 2006, 2007 Cristina Duminuco
 Copyright (C) 2006 Ferdinando Ametrano
 Copyright (C) 2007 Giorgio Facchinetti

 This file is part of QuantLib, a free-software/open-source library
 for financial quantitative analysts and developers - http://quantlib.org/

 QuantLib is free software: you can redistribute it and/or modify it
 under the terms of the QuantLib license.  You should have received a
 copy of the license along with this program; if not, please email
 <quantlib-dev@lists.sf.net>. The license is also available online at
 <http://quantlib.org/license.shtml>.

 This program is distributed in the hope that it will be useful, but WITHOUT
 ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS
 FOR A PARTICULAR PURPOSE.  See the license for more details.
*/

/*! \file floatingratecoupon.hpp
    \brief Coupon paying a variable index-based rate
*/

#ifndef quantlib_floating_rate_coupon_hpp
#define quantlib_floating_rate_coupon_hpp

#include <ql/cashflows/coupon.hpp>
#include <ql/patterns/visitor.hpp>
#include <ql/time/daycounter.hpp>
#include <ql/handle.hpp>

namespace QuantLib {

    class InterestRateIndex;
    class YieldTermStructure;
    class FloatingRateCouponPricer;

    //! base floating-rate coupon class
    class FloatingRateCoupon : public Coupon,
                               public Observer {
      public:
        FloatingRateCoupon(const Date& paymentDate,
                           Real nominal,
                           const Date& startDate,
                           const Date& endDate,
                           Natural fixingDays,
                           const boost::shared_ptr<InterestRateIndex>& index,
                           Real gearing = 1.0,
                           Spread spread = 0.0,
                           const Date& refPeriodStart = Date(),
                           const Date& refPeriodEnd = Date(),
                           const DayCounter& dayCounter = DayCounter(),
                           bool isInArrears = false);

        //! \name CashFlow interface
        //@{
        Real amount() const { return rate() * accrualPeriod() * nominal(); }
        //@}

        //! \name Coupon interface
        //@{
        Rate rate() const;
        Real price(const Handle<YieldTermStructure>& discountingCurve) const;
        DayCounter dayCounter() const { return dayCounter_; }
        Real accruedAmount(const Date&) const;
        //@}

        //! \name Inspectors
        //@{
        //! floating index
        const boost::shared_ptr<InterestRateIndex>& index() const;
        //! fixing days
        Natural fixingDays() const { return fixingDays_; }
        //! fixing date
        virtual Date fixingDate() const;
        //! index gearing, i.e. multiplicative coefficient for the index
        Real gearing() const { return gearing_; }
        //! spread paid over the fixing of the underlying index
        Spread spread() const { return spread_; }
        //! fixing of the underlying index
        virtual Rate indexFixing() const;
        //! convexity adjustment
        virtual Rate convexityAdjustment() const;
        //! convexity-adjusted fixing
        virtual Rate adjustedFixing() const;
        //! whether or not the coupon fixes in arrears
        bool isInArrears() const { return isInArrears_; }
        //@}

        //! \name Observer interface
        //@{
        void update() { notifyObservers(); }
        //@}

        //! \name Visitability
        //@{
        virtual void accept(AcyclicVisitor&);
        //@}

        virtual void setPricer(const boost::shared_ptr<FloatingRateCouponPricer>&);
        boost::shared_ptr<FloatingRateCouponPricer> pricer() const;
      protected:
        //! convexity adjustment for the given index fixing
        Rate convexityAdjustmentImpl(Rate fixing) const;
        boost::shared_ptr<InterestRateIndex> index_;
        DayCounter dayCounter_;
        Natural fixingDays_;
        Real gearing_;
        Spread spread_;
        bool isInArrears_;
        boost::shared_ptr<FloatingRateCouponPricer> pricer_;
    };

    // inline definitions

    inline const boost::shared_ptr<InterestRateIndex>&
    FloatingRateCoupon::index() const {
        return index_;
    }

    inline Rate FloatingRateCoupon::convexityAdjustment() const {
        return convexityAdjustmentImpl(indexFixing());
    }

    inline Rate FloatingRateCoupon::adjustedFixing() const {
        return (rate()-spread())/gearing();
    }

    inline boost::shared_ptr<FloatingRateCouponPricer>
    FloatingRateCoupon::pricer() const {
        return pricer_;
    }

    inline Rate
    FloatingRateCoupon::convexityAdjustmentImpl(Rate fixing) const {
        return (gearing() == 0.0 ? 0.0 : adjustedFixing()-fixing);
    }

    inline void FloatingRateCoupon::accept(AcyclicVisitor& v) {
        Visitor<FloatingRateCoupon>* v1 =
            dynamic_cast<Visitor<FloatingRateCoupon>*>(&v);
        if (v1 != 0)
            v1->visit(*this);
        else
            Coupon::accept(v);
    }

}

#endif