Rules.daml

-- Copyright (c) 2020, Digital Asset (Switzerland) GmbH and/or its affiliates. All rights reserved.
-- SPDX-License-Identifier: Apache-2.0

daml 1.2
module Rules where

import RefData
import Facts

{- ------------- RefData Price Rule -------------
  A simple rule to agree price based on one issuers reference data
-}
template RefDataPriceRule
  with
    partyA : Party
    partyB : Party
    ruleId : Text

    refDataIssuer : Party
  where
    signatory partyA
    signatory partyB

    controller partyA can
      nonconsuming RDPR_EvaluateA
        : ContractId PriceResult
        with
          refDataCid : ContractId PriceRefData
        do
          refData <- fetch refDataCid

          assertMsg
            "Evauation failed. Incorrect issuer on RefData."
            (refDataIssuer == refData.issuer)

          create PriceResult
            with
              partyA; partyB; ruleId
              assetProvider = refData.assetProvider
              assetSymbol = refData.assetSymbol
              refDataIssuer = refData.issuer
              refDataVersion = refData.version
              price = refData.price

    controller partyB can
      nonconsuming RDPR_EvaluateB
        : ContractId PriceResult
        with
          refDataCid : ContractId PriceRefData
        do
          refData <- fetch refDataCid

          assertMsg
            "Evauation failed. Incorrect issuer on RefData."
            (refDataIssuer == refData.issuer)

          create PriceResult
            with
              partyA; partyB; ruleId
              assetProvider = refData.assetProvider
              assetSymbol = refData.assetSymbol
              refDataIssuer = refData.issuer
              refDataVersion = refData.version
              price = refData.price

{- ------------- RefData Price Rule Proposal -------------
  A workflow contract to establish a price rule
-}
template RefDataPriceRuleProposal
  with
    partyA : Party
    partyB : Party
    ruleId : Text

    refDataIssuer : Party
  where
    signatory partyB

    controller partyA can
      RDPRP_Accept
        : ContractId RefDataPriceRule
        do create RefDataPriceRule with partyA; partyB; ruleId; refDataIssuer



{- ------------- AAA Bond Rule -------------
  A simple rule to agree that an asset is a AAA bond
-}
template AAABondRule
  with
    partyA : Party
    partyB : Party
    ruleId : Text

    refDataIssuer : Party
  where
    signatory partyA
    signatory partyB

    controller partyA can
      nonconsuming AAABR_EvaluateA
        : ContractId RuleResult
        with
          refDataCid : ContractId AssetRefData
        do
          refData <- fetch refDataCid

          assertMsg
            "Evauation failed. Incorrect issuer on RefData."
            (refDataIssuer == refData.issuer)

          create RuleResult
            with
              partyA; partyB; ruleId
              assetProvider = refData.assetProvider
              assetSymbol = refData.assetSymbol
              refDataIssuer = refData.issuer
              refDataVersion = refData.version
              result = (
                refData.assetRating == AAA
                && refData.assetType == Bond
               )

    controller partyB can
      nonconsuming AAABR_EvaluateB
        : ContractId RuleResult
        with
          refDataCid : ContractId AssetRefData
        do
          refData <- fetch refDataCid

          assertMsg
            "Evauation failed. Incorrect issuer on RefData."
            (refDataIssuer == refData.issuer)

          create RuleResult
            with
              partyA; partyB; ruleId
              assetProvider = refData.assetProvider
              assetSymbol = refData.assetSymbol
              refDataIssuer = refData.issuer
              refDataVersion = refData.version
              result = (refData.assetRating == AAA && refData.assetType == Bond)

{- ------------- AAA Bond Rule Proposal -------------
  A workflow contract to establish a AAA Bond rule
-}
template AAABondRuleProposal
  with
    partyA : Party
    partyB : Party
    ruleId : Text

    refDataIssuer : Party
  where
    signatory partyB

    controller partyA can
      AAABRP_Accept
        : ContractId AAABondRule
        do create AAABondRule with partyA; partyB; ruleId; refDataIssuer



{- ------------- A Equity Rule -------------
  A simple rule to agree that an asset is a AAA bond
-}
template AEquityRule
  with
    partyA : Party
    partyB : Party
    ruleId : Text

    refDataIssuer : Party
  where
    signatory partyA
    signatory partyB

    controller partyA can
      nonconsuming AER_EvaluateA
        : ContractId RuleResult
        with
          refDataCid : ContractId AssetRefData
        do
          refData <- fetch refDataCid

          assertMsg
            ("Evauation failed." <>
             " Incorrect issuer on RefData.")
            (refDataIssuer == refData.issuer)

          create RuleResult
            with
              partyA; partyB; ruleId
              assetProvider = refData.assetProvider
              assetSymbol = refData.assetSymbol
              refDataIssuer = refData.issuer
              refDataVersion = refData.version
              result = (
                refData.assetType == Equity
                && (
                     refData.assetRating == AAA
                  || refData.assetRating == AA
                  || refData.assetRating == A
                 ))

    controller partyB can
      nonconsuming AER_EvaluateB
        : ContractId RuleResult
        with
          refDataCid : ContractId AssetRefData
        do
          refData <- fetch refDataCid

          assertMsg
            "Evauation failed. Incorrect issuer on RefData."
            (refDataIssuer == refData.issuer)

          create RuleResult
            with
              partyA; partyB; ruleId
              assetProvider = refData.assetProvider
              assetSymbol = refData.assetSymbol
              refDataIssuer = refData.issuer
              refDataVersion = refData.version
              result = (
                refData.assetType == Equity
                && (
                     refData.assetRating == AAA
                  || refData.assetRating == AA
                  || refData.assetRating == A
                 ))

{- ------------- AAA Bond Rule Proposal -------------
  A workflow contract to establish a AAA Bond rule
-}
template AEquityRuleProposal
  with
    partyA : Party
    partyB : Party
    ruleId : Text

    refDataIssuer : Party
  where
    signatory partyB

    controller partyA can
      AERP_Accept
        : ContractId AEquityRule
        do create AEquityRule with partyA; partyB; ruleId; refDataIssuer