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OptaPlanner solves planning problems. This lightweight, embeddable planning engine implements powerful and scalable algorithms to optimize business resource scheduling and planning. This module contains the examples which demonstrate how to use it in a normal Java application.

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/*
 * Copyright 2015 Red Hat, Inc. and/or its affiliates.
 *
 * Licensed under the Apache License, Version 2.0 (the "License");
 * you may not use this file except in compliance with the License.
 * You may obtain a copy of the License at
 *
 *      http://www.apache.org/licenses/LICENSE-2.0
 *
 * Unless required by applicable law or agreed to in writing, software
 * distributed under the License is distributed on an "AS IS" BASIS,
 * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
 * See the License for the specific language governing permissions and
 * limitations under the License.
 */

package org.optaplanner.examples.investment.swingui;

import static org.optaplanner.examples.common.swingui.timetable.TimeTablePanel.HeaderColumnKey.HEADER_COLUMN;
import static org.optaplanner.examples.common.swingui.timetable.TimeTablePanel.HeaderColumnKey.HEADER_COLUMN_EXTRA_PROPERTY_1;
import static org.optaplanner.examples.common.swingui.timetable.TimeTablePanel.HeaderColumnKey.HEADER_COLUMN_EXTRA_PROPERTY_2;
import static org.optaplanner.examples.common.swingui.timetable.TimeTablePanel.HeaderColumnKey.HEADER_COLUMN_EXTRA_PROPERTY_3;
import static org.optaplanner.examples.common.swingui.timetable.TimeTablePanel.HeaderColumnKey.HEADER_COLUMN_EXTRA_PROPERTY_4;
import static org.optaplanner.examples.common.swingui.timetable.TimeTablePanel.HeaderColumnKey.HEADER_COLUMN_EXTRA_PROPERTY_5;
import static org.optaplanner.examples.common.swingui.timetable.TimeTablePanel.HeaderRowKey.HEADER_ROW;
import static org.optaplanner.examples.common.swingui.timetable.TimeTablePanel.HeaderRowKey.HEADER_ROW_GROUP1;
import static org.optaplanner.examples.common.swingui.timetable.TimeTablePanel.HeaderRowKey.TRAILING_HEADER_ROW;

import java.awt.BorderLayout;
import java.awt.FlowLayout;
import java.util.List;
import java.util.Map;

import javax.swing.BorderFactory;
import javax.swing.JButton;
import javax.swing.JLabel;
import javax.swing.JPanel;
import javax.swing.JScrollPane;
import javax.swing.JSpinner;
import javax.swing.JTabbedPane;
import javax.swing.SpinnerNumberModel;
import javax.swing.SwingConstants;
import javax.swing.event.ChangeEvent;
import javax.swing.event.ChangeListener;

import org.optaplanner.examples.common.swingui.SolutionPanel;
import org.optaplanner.examples.common.swingui.timetable.TimeTablePanel;
import org.optaplanner.examples.investment.domain.AssetClass;
import org.optaplanner.examples.investment.domain.AssetClassAllocation;
import org.optaplanner.examples.investment.domain.InvestmentParametrization;
import org.optaplanner.examples.investment.domain.InvestmentSolution;
import org.optaplanner.examples.investment.domain.Region;
import org.optaplanner.examples.investment.domain.Sector;
import org.optaplanner.examples.investment.domain.util.InvestmentNumericUtil;
import org.optaplanner.swing.impl.SwingUtils;
import org.optaplanner.swing.impl.TangoColorFactory;

public class InvestmentPanel extends SolutionPanel {

    public static final String LOGO_PATH = "/org/optaplanner/examples/investment/swingui/investmentLogo.png";

    private final TimeTablePanel assetClassPanel;
    private final TimeTablePanel regionPanel;
    private final TimeTablePanel sectorPanel;
    private JSpinner standardDeviationMaximumField;

    private boolean ignoreChangeEvents = false;

    public InvestmentPanel() {
        setLayout(new BorderLayout());
        add(createTableHeader(), BorderLayout.NORTH);
        JTabbedPane tabbedPane = new JTabbedPane();
        assetClassPanel = new TimeTablePanel<>();
        tabbedPane.add("Asset classes", new JScrollPane(assetClassPanel));
        regionPanel = new TimeTablePanel<>();
        tabbedPane.add("Regions", new JScrollPane(regionPanel));
        sectorPanel = new TimeTablePanel<>();
        tabbedPane.add("Sectors", new JScrollPane(sectorPanel));
        add(tabbedPane, BorderLayout.CENTER);
        setPreferredSize(PREFERRED_SCROLLABLE_VIEWPORT_SIZE);
    }

    private JPanel createTableHeader() {
        JPanel headerPanel = new JPanel(new FlowLayout());
        headerPanel.add(new JLabel("Standard deviation maximum"));
        standardDeviationMaximumField = new JSpinner(new SpinnerNumberModel(1.0, 0.0, 10.0, 0.001));
        standardDeviationMaximumField.setEditor(new JSpinner.NumberEditor(standardDeviationMaximumField,
                InvestmentNumericUtil.MILLIS_PERCENT_PATTERN));
        headerPanel.add(standardDeviationMaximumField);
        standardDeviationMaximumField.addChangeListener(new ChangeListener() {
            @Override
            public void stateChanged(ChangeEvent e) {
                if (ignoreChangeEvents) {
                    return;
                }
                long standardDeviationMillisMaximum = (long) (((Number) standardDeviationMaximumField.getValue()).doubleValue()
                        * 1000.0);
                changeStandardDeviationMillisMaximum(standardDeviationMillisMaximum);
            }
        });
        return headerPanel;
    }

    @Override
    public boolean isWrapInScrollPane() {
        return false;
    }

    @Override
    public void resetPanel(InvestmentSolution solution) {
        ignoreChangeEvents = true;
        assetClassPanel.reset();
        regionPanel.reset();
        sectorPanel.reset();
        InvestmentParametrization parametrization = solution.getParametrization();
        standardDeviationMaximumField.setValue((double) parametrization.getStandardDeviationMillisMaximum() / 1000.0);
        defineGrid(solution);
        fillCells(solution);
        ignoreChangeEvents = false;
        repaint(); // Hack to force a repaint of TimeTableLayout during "refresh screen while solving"
    }

    private void defineGrid(InvestmentSolution solution) {
        JButton footprint = SwingUtils.makeSmallButton(new JButton("99999999"));
        int footprintWidth = footprint.getPreferredSize().width;

        assetClassPanel.defineColumnHeaderByKey(HEADER_COLUMN);
        assetClassPanel.defineColumnHeaderByKey(HEADER_COLUMN_EXTRA_PROPERTY_1);
        assetClassPanel.defineColumnHeaderByKey(HEADER_COLUMN_EXTRA_PROPERTY_2);
        assetClassPanel.defineColumnHeaderByKey(HEADER_COLUMN_EXTRA_PROPERTY_3);
        assetClassPanel.defineColumnHeaderByKey(HEADER_COLUMN_EXTRA_PROPERTY_4);
        assetClassPanel.defineColumnHeaderByKey(HEADER_COLUMN_EXTRA_PROPERTY_5);
        for (AssetClass assetClass : solution.getAssetClassList()) {
            assetClassPanel.defineColumnHeader(assetClass, footprintWidth);
        }

        assetClassPanel.defineRowHeaderByKey(HEADER_ROW_GROUP1);
        assetClassPanel.defineRowHeaderByKey(HEADER_ROW);
        for (AssetClass assetClass : solution.getAssetClassList()) {
            assetClassPanel.defineRowHeader(assetClass);
        }
        assetClassPanel.defineRowHeaderByKey(TRAILING_HEADER_ROW); // Total

        regionPanel.defineColumnHeaderByKey(HEADER_COLUMN);
        regionPanel.defineColumnHeaderByKey(HEADER_COLUMN_EXTRA_PROPERTY_1);
        regionPanel.defineColumnHeaderByKey(HEADER_COLUMN_EXTRA_PROPERTY_2);
        regionPanel.defineRowHeaderByKey(HEADER_ROW);
        for (Region region : solution.getRegionList()) {
            regionPanel.defineRowHeader(region);
        }

        sectorPanel.defineColumnHeaderByKey(HEADER_COLUMN);
        sectorPanel.defineColumnHeaderByKey(HEADER_COLUMN_EXTRA_PROPERTY_1);
        sectorPanel.defineColumnHeaderByKey(HEADER_COLUMN_EXTRA_PROPERTY_2);
        sectorPanel.defineRowHeaderByKey(HEADER_ROW);
        for (Sector sector : solution.getSectorList()) {
            sectorPanel.defineRowHeader(sector);
        }
    }

    private void fillCells(InvestmentSolution solution) {
        List assetClassList = solution.getAssetClassList();
        assetClassPanel.addCornerHeader(HEADER_COLUMN, HEADER_ROW, createTableHeader(new JLabel("Asset class"), null));
        assetClassPanel.addCornerHeader(HEADER_COLUMN_EXTRA_PROPERTY_1, HEADER_ROW,
                createTableHeader(new JLabel("Region"), null));
        assetClassPanel.addCornerHeader(HEADER_COLUMN_EXTRA_PROPERTY_2, HEADER_ROW,
                createTableHeader(new JLabel("Sector"), null));
        assetClassPanel.addCornerHeader(HEADER_COLUMN_EXTRA_PROPERTY_3, HEADER_ROW,
                createTableHeader(new JLabel("Expected return"), null));
        assetClassPanel.addCornerHeader(HEADER_COLUMN_EXTRA_PROPERTY_4, HEADER_ROW,
                createTableHeader(new JLabel("Standard deviation risk"), null));
        JLabel quantityHeaderLabel = new JLabel("Quantity");
        quantityHeaderLabel.setForeground(TangoColorFactory.ORANGE_3);
        assetClassPanel.addCornerHeader(HEADER_COLUMN_EXTRA_PROPERTY_5, HEADER_ROW,
                createTableHeader(quantityHeaderLabel, null));
        assetClassPanel.addColumnHeader(assetClassList.get(0), HEADER_ROW_GROUP1,
                assetClassList.get(assetClassList.size() - 1), HEADER_ROW_GROUP1,
                createTableHeader(new JLabel("Correlation"), null));
        for (AssetClass assetClass : assetClassList) {
            assetClassPanel.addColumnHeader(assetClass, HEADER_ROW,
                    createTableHeader(new JLabel(assetClass.getName(), SwingConstants.CENTER),
                            "Expected return: " + assetClass.getExpectedReturnLabel()
                                    + " - Standard deviation risk: " + assetClass.getStandardDeviationRiskLabel()));
        }
        for (AssetClass assetClass : assetClassList) {
            assetClassPanel.addRowHeader(HEADER_COLUMN, assetClass,
                    createTableHeader(new JLabel(assetClass.getName(), SwingConstants.LEFT),
                            "Expected return: " + assetClass.getExpectedReturnLabel()
                                    + " - Standard deviation risk: " + assetClass.getStandardDeviationRiskLabel()));
        }
        for (AssetClass a : assetClassList) {
            for (AssetClass b : assetClassList) {
                assetClassPanel.addCell(a, b, new JLabel(a.getCorrelationLabel(b), SwingConstants.RIGHT));
            }
        }
        assetClassPanel.addCornerHeader(HEADER_COLUMN, TRAILING_HEADER_ROW,
                createTableHeader(new JLabel("Total"), null));
        long quantityTotalMillis = 0L;
        for (AssetClassAllocation allocation : solution.getAssetClassAllocationList()) {
            if (allocation.getQuantityMillis() != null) {
                quantityTotalMillis += allocation.getQuantityMillis();
            }
            assetClassPanel.addRowHeader(HEADER_COLUMN_EXTRA_PROPERTY_1, allocation.getAssetClass(),
                    new JLabel(allocation.getAssetClass().getRegion().getName()));
            assetClassPanel.addRowHeader(HEADER_COLUMN_EXTRA_PROPERTY_2, allocation.getAssetClass(),
                    new JLabel(allocation.getAssetClass().getSector().getName()));
            assetClassPanel.addRowHeader(HEADER_COLUMN_EXTRA_PROPERTY_3, allocation.getAssetClass(),
                    new JLabel(allocation.getAssetClass().getExpectedReturnLabel(), SwingConstants.RIGHT));
            assetClassPanel.addRowHeader(HEADER_COLUMN_EXTRA_PROPERTY_4, allocation.getAssetClass(),
                    new JLabel(allocation.getAssetClass().getStandardDeviationRiskLabel(), SwingConstants.RIGHT));
            JLabel quantityLabel = new JLabel(allocation.getQuantityLabel(), SwingConstants.RIGHT);
            quantityLabel.setForeground(TangoColorFactory.ORANGE_3);
            assetClassPanel.addRowHeader(HEADER_COLUMN_EXTRA_PROPERTY_5, allocation.getAssetClass(),
                    quantityLabel);
        }
        JLabel expectedReturnLabel = new JLabel(
                InvestmentNumericUtil.formatMicrosAsPercentage(solution.calculateExpectedReturnMicros()), SwingConstants.RIGHT);
        assetClassPanel.addCornerHeader(HEADER_COLUMN_EXTRA_PROPERTY_3, TRAILING_HEADER_ROW,
                expectedReturnLabel);
        long standardDeviationMicros = solution.calculateStandardDeviationMicros();
        JLabel standardDeviationLabel = new JLabel(InvestmentNumericUtil.formatMicrosAsPercentage(standardDeviationMicros),
                SwingConstants.RIGHT);
        if (standardDeviationMicros > solution.getParametrization().getStandardDeviationMillisMaximum() * 1000L) {
            standardDeviationLabel.setForeground(TangoColorFactory.SCARLET_3);
        }
        assetClassPanel.addCornerHeader(HEADER_COLUMN_EXTRA_PROPERTY_4, TRAILING_HEADER_ROW,
                standardDeviationLabel);
        JLabel quantityTotalLabel = new JLabel(InvestmentNumericUtil.formatMillisAsPercentage(quantityTotalMillis),
                SwingConstants.RIGHT);
        quantityTotalLabel.setForeground(TangoColorFactory.ORANGE_3);
        assetClassPanel.addCornerHeader(HEADER_COLUMN_EXTRA_PROPERTY_5, TRAILING_HEADER_ROW, quantityTotalLabel);

        regionPanel.addCornerHeader(HEADER_COLUMN, HEADER_ROW, createTableHeader(new JLabel("Region"), null));
        regionPanel.addCornerHeader(HEADER_COLUMN_EXTRA_PROPERTY_1, HEADER_ROW,
                createTableHeader(new JLabel("Quantity total"), null));
        regionPanel.addCornerHeader(HEADER_COLUMN_EXTRA_PROPERTY_2, HEADER_ROW,
                createTableHeader(new JLabel("Quantity maximum"), null));
        Map regionTotalMap = solution.calculateRegionQuantityMillisTotalMap();
        for (final Region region : solution.getRegionList()) {
            regionPanel.addRowHeader(HEADER_COLUMN, region, new JLabel(region.getName()));
            long total = regionTotalMap.get(region);
            JLabel totalLabel = new JLabel(InvestmentNumericUtil.formatMillisAsPercentage(total), SwingConstants.RIGHT);
            if (total > region.getQuantityMillisMaximum()) {
                totalLabel.setForeground(TangoColorFactory.SCARLET_3);
            }
            regionPanel.addRowHeader(HEADER_COLUMN_EXTRA_PROPERTY_1, region,
                    totalLabel);
            final JSpinner maximumField = new JSpinner(new SpinnerNumberModel(
                    (double) region.getQuantityMillisMaximum() / 1000.0, 0.0, 1.0, 0.010));
            maximumField.setEditor(new JSpinner.NumberEditor(maximumField,
                    InvestmentNumericUtil.MILLIS_PERCENT_PATTERN));
            regionPanel.addRowHeader(HEADER_COLUMN_EXTRA_PROPERTY_2, region, maximumField);
            maximumField.addChangeListener(new ChangeListener() {
                @Override
                public void stateChanged(ChangeEvent e) {
                    if (ignoreChangeEvents) {
                        return;
                    }
                    long quantityMillisMaximum = (long) (((Number) maximumField.getValue()).doubleValue() * 1000.0);
                    changeRegionQuantityMillisMaximum(region, quantityMillisMaximum);
                }
            });
        }

        sectorPanel.addCornerHeader(HEADER_COLUMN, HEADER_ROW, createTableHeader(new JLabel("Sector"), null));
        sectorPanel.addCornerHeader(HEADER_COLUMN_EXTRA_PROPERTY_1, HEADER_ROW,
                createTableHeader(new JLabel("Quantity total"), null));
        sectorPanel.addCornerHeader(HEADER_COLUMN_EXTRA_PROPERTY_2, HEADER_ROW,
                createTableHeader(new JLabel("Quantity maximum"), null));
        Map sectorTotalMap = solution.calculateSectorQuantityMillisTotalMap();
        for (final Sector sector : solution.getSectorList()) {
            sectorPanel.addRowHeader(HEADER_COLUMN, sector, new JLabel(sector.getName()));
            long total = sectorTotalMap.get(sector);
            JLabel totalLabel = new JLabel(InvestmentNumericUtil.formatMillisAsPercentage(total), SwingConstants.RIGHT);
            if (total > sector.getQuantityMillisMaximum()) {
                totalLabel.setForeground(TangoColorFactory.SCARLET_3);
            }
            sectorPanel.addRowHeader(HEADER_COLUMN_EXTRA_PROPERTY_1, sector,
                    totalLabel);
            final JSpinner maximumField = new JSpinner(new SpinnerNumberModel(
                    (double) sector.getQuantityMillisMaximum() / 1000.0, 0.0, 1.0, 0.010));
            maximumField.setEditor(new JSpinner.NumberEditor(maximumField,
                    InvestmentNumericUtil.MILLIS_PERCENT_PATTERN));
            sectorPanel.addRowHeader(HEADER_COLUMN_EXTRA_PROPERTY_2, sector, maximumField);
            maximumField.addChangeListener(new ChangeListener() {
                @Override
                public void stateChanged(ChangeEvent e) {
                    if (ignoreChangeEvents) {
                        return;
                    }
                    long quantityMillisMaximum = (long) (((Number) maximumField.getValue()).doubleValue() * 1000.0);
                    changeSectorQuantityMillisMaximum(sector, quantityMillisMaximum);
                }
            });
        }
    }

    private JPanel createTableHeader(JLabel label, String toolTip) {
        if (toolTip != null) {
            label.setToolTipText(toolTip);
        }
        JPanel headerPanel = new JPanel(new BorderLayout());
        headerPanel.add(label, BorderLayout.NORTH);
        headerPanel.setBorder(BorderFactory.createCompoundBorder(
                BorderFactory.createLineBorder(TangoColorFactory.ALUMINIUM_5),
                BorderFactory.createEmptyBorder(2, 2, 2, 2)));
        return headerPanel;
    }

    private void changeStandardDeviationMillisMaximum(final long standardDeviationMillisMaximum) {
        doProblemFactChange(scoreDirector -> {
            InvestmentSolution solution = scoreDirector.getWorkingSolution();
            InvestmentParametrization parametrization = solution.getParametrization();
            scoreDirector.beforeProblemPropertyChanged(parametrization);
            parametrization.setStandardDeviationMillisMaximum(standardDeviationMillisMaximum);
            scoreDirector.afterProblemPropertyChanged(parametrization);
        }, true);
    }

    private void changeRegionQuantityMillisMaximum(final Region region, final long quantityMillisMaximum) {
        doProblemFactChange(scoreDirector -> {
            InvestmentSolution solution = scoreDirector.getWorkingSolution();
            for (Region workingRegion : solution.getRegionList()) {
                if (region.getId().equals(workingRegion.getId())) {
                    scoreDirector.beforeProblemPropertyChanged(workingRegion);
                    workingRegion.setQuantityMillisMaximum(quantityMillisMaximum);
                    scoreDirector.afterProblemPropertyChanged(workingRegion);
                    break;
                }
            }
        }, true);
    }

    private void changeSectorQuantityMillisMaximum(final Sector sector, final long quantityMillisMaximum) {
        doProblemFactChange(scoreDirector -> {
            InvestmentSolution solution = scoreDirector.getWorkingSolution();
            for (Sector workingSector : solution.getSectorList()) {
                if (sector.getId().equals(workingSector.getId())) {
                    scoreDirector.beforeProblemPropertyChanged(workingSector);
                    workingSector.setQuantityMillisMaximum(quantityMillisMaximum);
                    scoreDirector.afterProblemPropertyChanged(workingSector);
                    break;
                }
            }
        }, true);
    }

}




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