candlestickrenderer.java

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/* ===========================================================
 * JFreeChart : a free chart library for the Java(tm) platform
 * ===========================================================
 *
 * (C) Copyright 2000-2005, by Object Refinery Limited and Contributors.
 *
 * Project Info:  http://www.jfree.org/jfreechart/index.html
 *
 * This library is free software; you can redistribute it and/or modify it 
 * under the terms of the GNU Lesser General Public License as published by 
 * the Free Software Foundation; either version 2.1 of the License, or 
 * (at your option) any later version.
 *
 * This library 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 GNU Lesser General Public 
 * License for more details.
 *
 * You should have received a copy of the GNU Lesser General Public License 
 * along with this library; if not, write to the Free Software Foundation, 
 * Inc., 59 Temple Place, Suite 330, Boston, MA 02111-1307, USA.
 *
 * [Java is a trademark or registered trademark of Sun Microsystems, Inc. 
 * in the United States and other countries.]
 *
 * ------------------------
 * CandlestickRenderer.java
 * ------------------------
 * (C) Copyright 2001-2004, by Object Refinery Limited.
 *
 * Original Authors:  David Gilbert (for Object Refinery Limited);
 *                    Sylvain Vieujot;
 * Contributor(s):    Richard Atkinson;
 *                    Christian W. Zuckschwerdt;
 *                    Jerome Fisher;
 *
 * $Id: CandlestickRenderer.java,v 1.7 2005/05/19 14:01:49 mungady Exp $
 *
 * Changes
 * -------
 * 13-Dec-2001 : Version 1.  Based on code in the (now redundant) 
 *               CandlestickPlot class, written by Sylvain Vieujot (DG);
 * 23-Jan-2002 : Added DrawInfo parameter to drawItem() method (DG);
 * 28-Mar-2002 : Added a property change listener mechanism so that renderers 
 *               no longer need to be immutable.  Added properties for up and 
 *               down colors (DG);
 * 04-Apr-2002 : Updated with new automatic width calculation and optional 
 *               volume display, contributed by Sylvain Vieujot (DG);
 * 09-Apr-2002 : Removed translatedRangeZero from the drawItem() method, and 
 *               changed the return type of the drawItem method to void, 
 *               reflecting a change in the XYItemRenderer interface.  Added 
 *               tooltip code to drawItem() method (DG);
 * 25-Jun-2002 : Removed redundant code (DG);
 * 05-Aug-2002 : Small modification to drawItem method to support URLs for HTML 
 *               image maps (RA);
 * 19-Sep-2002 : Fixed errors reported by Checkstyle (DG);
 * 25-Mar-2003 : Implemented Serializable (DG);
 * 01-May-2003 : Modified drawItem() method signature (DG);
 * 30-Jun-2003 : Added support for PlotOrientation (for completeness, this 
 *               renderer is unlikely to be used with a HORIZONTAL 
 *               orientation) (DG);
 * 30-Jul-2003 : Modified entity constructor (CZ);
 * 20-Aug-2003 : Implemented Cloneable and PublicCloneable (DG);
 * 29-Aug-2003 : Moved maxVolume calculation to initialise method (see bug 
 *               report 796619) (DG);
 * 02-Sep-2003 : Added maxCandleWidthInMilliseconds as workaround for bug 
 *               796621 (DG);
 * 08-Sep-2003 : Changed ValueAxis API (DG);
 * 16-Sep-2003 : Changed ChartRenderingInfo --> PlotRenderingInfo (DG);
 * 13-Oct-2003 : Applied patch from Jerome Fisher to improve auto width 
 *               calculations (DG);
 * 23-Dec-2003 : Fixed bug where up and down paint are used incorrectly (DG);
 * 25-Feb-2004 : Replaced CrosshairInfo with CrosshairState (DG);
 * 15-Jul-2004 : Switched getX() with getXValue() and getY() with 
 *               getYValue() (DG);
 * 
 */

package org.jfree.chart.renderer.xy;

import java.awt.AlphaComposite;
import java.awt.Color;
import java.awt.Composite;
import java.awt.Graphics2D;
import java.awt.Paint;
import java.awt.Shape;
import java.awt.Stroke;
import java.awt.geom.Line2D;
import java.awt.geom.Rectangle2D;
import java.io.IOException;
import java.io.ObjectInputStream;
import java.io.ObjectOutputStream;
import java.io.Serializable;

import org.jfree.chart.axis.ValueAxis;
import org.jfree.chart.entity.EntityCollection;
import org.jfree.chart.entity.XYItemEntity;
import org.jfree.chart.event.RendererChangeEvent;
import org.jfree.chart.labels.HighLowItemLabelGenerator;
import org.jfree.chart.labels.XYToolTipGenerator;
import org.jfree.chart.plot.CrosshairState;
import org.jfree.chart.plot.PlotOrientation;
import org.jfree.chart.plot.PlotRenderingInfo;
import org.jfree.chart.plot.XYPlot;
import org.jfree.data.xy.IntervalXYDataset;
import org.jfree.data.xy.OHLCDataset;
import org.jfree.data.xy.XYDataset;
import org.jfree.io.SerialUtilities;
import org.jfree.ui.RectangleEdge;
import org.jfree.util.PublicCloneable;

/**
 * A renderer that draws candlesticks on an {@link XYPlot} (requires a 
 * {@link OHLCDataset}).
 * <P>
 * This renderer does not include code to calculate the crosshair point for the 
 * plot.
 *
 * @author Sylvain Vieujot
 */
public class CandlestickRenderer extends AbstractXYItemRenderer 
                                 implements XYItemRenderer, 
                                            Cloneable,
                                            PublicCloneable,
                                            Serializable {
            
    /** For serialization. */
    private static final long serialVersionUID = 50390395841817121L;
    
    /** The average width method. */                                          
    public static final int WIDTHMETHOD_AVERAGE = 0;
    
    /** The smallest width method. */
    public static final int WIDTHMETHOD_SMALLEST = 1;
    
    /** The interval data method. */
    public static final int WIDTHMETHOD_INTERVALDATA = 2;

    /** The method of automatically calculating the candle width. */
    private int autoWidthMethod = WIDTHMETHOD_AVERAGE;

    /** 
     * The number (generally between 0.0 and 1.0) by which the available space 
     * automatically calculated for the candles will be multiplied to determine
     * the actual width to use. 
     */
    private double autoWidthFactor = 4.5 / 7;

    /** The minimum gap between one candle and the next */
    private double autoWidthGap = 0.0;

    /** The candle width. */
    private double candleWidth;
    
    /** The maximum candlewidth in milliseconds. */
    private double maxCandleWidthInMilliseconds = 1000.0 * 60.0 * 60.0 * 20.0;
    
    /** Temporary storage for the maximum candle width. */
    private double maxCandleWidth;

    /** 
     * The paint used to fill the candle when the price moved up from open to 
     * close. 
     */
    private transient Paint upPaint;

    /** 
     * The paint used to fill the candle when the price moved down from open 
     * to close. 
     */
    private transient Paint downPaint;

    /** A flag controlling whether or not volume bars are drawn on the chart. */
    private boolean drawVolume;
    
    /** Temporary storage for the maximum volume. */
    private transient double maxVolume;

    /**
     * Creates a new renderer for candlestick charts.
     */
    public CandlestickRenderer() {
        this(-1.0);
    }

    /**
     * Creates a new renderer for candlestick charts.
     * <P>
     * Use -1 for the candle width if you prefer the width to be calculated 
     * automatically.
     *
     * @param candleWidth  The candle width.
     */
    public CandlestickRenderer(double candleWidth) {
        this(candleWidth, true, new HighLowItemLabelGenerator());
    }

    /**
     * Creates a new renderer for candlestick charts.
     * <P>
     * Use -1 for the candle width if you prefer the width to be calculated 
     * automatically.
     *
     * @param candleWidth  the candle width.
     * @param drawVolume  a flag indicating whether or not volume bars should 
     *                    be drawn.
     * @param toolTipGenerator  the tool tip generator. <code>null</code> is 
     *                          none.
     */
    public CandlestickRenderer(double candleWidth, boolean drawVolume,
                               XYToolTipGenerator toolTipGenerator) {

        super();
        setToolTipGenerator(toolTipGenerator);
        this.candleWidth = candleWidth;
        this.drawVolume = drawVolume;
        this.upPaint = Color.green;
        this.downPaint = Color.red;

    }

    /**
     * Returns the width of each candle.
     *
     * @return The candle width.
     * 
     * @see #setCandleWidth(double)
     */
    public double getCandleWidth() {
        return this.candleWidth;
    }

    /**
     * Sets the candle width.
     * <P>
     * If you set the width to a negative value, the renderer will calculate
     * the candle width automatically based on the space available on the chart.
     *
     * @param width  The width.
     * @see #setAutoWidthMethod(int)
     * @see #setAutoWidthGap(double)
     * @see #setAutoWidthFactor(double)
     * @see #setMaxCandleWidthInMilliseconds(double)
     */
    public void setCandleWidth(double width) {
        if (width != this.candleWidth) {
            this.candleWidth = width;
            notifyListeners(new RendererChangeEvent(this));
        }
    }

    /**
     * Returns the maximum width (in milliseconds) of each candle.
     *
     * @return The maximum candle width in milliseconds.
     */
    public double getMaxCandleWidthInMilliseconds() {
        return this.maxCandleWidthInMilliseconds;
    }

    /**
     * Sets the maximum candle width (in milliseconds).  
     *
     * @param millis  The maximum width.
     * @see #setCandleWidth(double)
     * @see #setAutoWidthMethod(int)
     * @see #setAutoWidthGap(double)
     * @see #setAutoWidthFactor(double)
     */
    public void setMaxCandleWidthInMilliseconds(double millis) {
        this.maxCandleWidthInMilliseconds = millis;
        notifyListeners(new RendererChangeEvent(this));
    }

    /**
     * Returns the method of automatically calculating the candle width.
     *
     * @return The method of automatically calculating the candle width.
     */
    public int getAutoWidthMethod() {
        return this.autoWidthMethod;
    }

    /**
     * Sets the method of automatically calculating the candle width.
     * <p>
     * <code>WIDTHMETHOD_AVERAGE</code>: Divides the entire display (ignoring 
     * scale factor) by the number of items, and uses this as the available 
     * width.<br>
     * <code>WIDTHMETHOD_SMALLEST</code>: Checks the interval between each 
     * item, and uses the smallest as the available width.<br>
     * <code>WIDTHMETHOD_INTERVALDATA</code>: Assumes that the dataset supports
     * the IntervalXYDataset interface, and uses the startXValue - endXValue as 
     * the available width.
     * <br>
     *
     * @param autoWidthMethod  The method of automatically calculating the 
     * candle width.
     *
     * @see #WIDTHMETHOD_AVERAGE
     * @see #WIDTHMETHOD_SMALLEST
     * @see #WIDTHMETHOD_INTERVALDATA
     * @see #setCandleWidth(double)
     * @see #setAutoWidthGap(double)
     * @see #setAutoWidthFactor(double)
     * @see #setMaxCandleWidthInMilliseconds(double)
     */
    public void setAutoWidthMethod(int autoWidthMethod) {
        if (this.autoWidthMethod != autoWidthMethod) {
            this.autoWidthMethod = autoWidthMethod;
            notifyListeners(new RendererChangeEvent(this));
        }
    }

    /**
     * Returns the factor by which the available space automatically 
     * calculated for the candles will be multiplied to determine the actual 
     * width to use.
     *
     * @return The width factor (generally between 0.0 and 1.0).
     */
    public double getAutoWidthFactor() {
        return this.autoWidthFactor;
    }

    /**
     * Sets the factor by which the available space automatically calculated 
     * for the candles will be multiplied to determine the actual width to use.
     *
     * @param autoWidthFactor The width factor (generally between 0.0 and 1.0).
     * @see #setCandleWidth(double)
     * @see #setAutoWidthMethod(int)
     * @see #setAutoWidthGap(double)
     * @see #setMaxCandleWidthInMilliseconds(double)
     */
    public void setAutoWidthFactor(double autoWidthFactor) {
        if (this.autoWidthFactor != autoWidthFactor) {
            this.autoWidthFactor = autoWidthFactor;
            notifyListeners(new RendererChangeEvent(this));
        }
    }

    /**
     * Returns the amount of space to leave on the left and right of each 
     * candle when automatically calculating widths.
     *
     * @return The gap.
     */
    public double getAutoWidthGap() {
        return this.autoWidthGap;
    }

    /**
     * Sets the amount of space to leave on the left and right of each candle 
     * when automatically calculating widths.
     *
     * @param autoWidthGap The gap.
     * @see #setCandleWidth(double)
     * @see #setAutoWidthMethod(int)
     * @see #setAutoWidthFactor(double)
     * @see #setMaxCandleWidthInMilliseconds(double)
     */
    public void setAutoWidthGap(double autoWidthGap) {
        if (this.autoWidthGap != autoWidthGap) {
            this.autoWidthGap = autoWidthGap;
            notifyListeners(new RendererChangeEvent(this));
        }
    }

    /**
     * Returns the paint used to fill candles when the price moves up from open
     * to close.
     *
     * @return The paint.
     */
    public Paint getUpPaint() {
        return this.upPaint;
    }

    /**
     * Sets the paint used to fill candles when the price moves up from open
     * to close.
     * <P>
     * Registered property change listeners are notified that the
     * "CandleStickRenderer.upPaint" property has changed.
     *
     * @param paint The paint.
     */
    public void setUpPaint(Paint paint) {
        this.upPaint = paint;
        notifyListeners(new RendererChangeEvent(this));
    }

    /**
     * Returns the paint used to fill candles when the price moves down from
     * open to close.
     *
     * @return The paint.
     */
    public Paint getDownPaint() {
        return this.downPaint;
    }

    /**
     * Sets the paint used to fill candles when the price moves down from open
     * to close.
     * <P>
     * Registered property change listeners are notified that the
     * "CandleStickRenderer.downPaint" property has changed.
     *