132 lines
6.0 KiB
C#
132 lines
6.0 KiB
C#
/*
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* QUANTCONNECT.COM - Democratizing Finance, Empowering Individuals.
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* Lean Algorithmic Trading Engine v2.0. Copyright 2023 QuantConnect Corporation.
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*
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* Licensed under the Apache License, Version 2.0 (the "License");
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* you may not use this file except in compliance with the License.
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* You may obtain a copy of the License at http://www.apache.org/licenses/LICENSE-2.0
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*
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* Unless required by applicable law or agreed to in writing, software
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* distributed under the License is distributed on an "AS IS" BASIS,
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* WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
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* See the License for the specific language governing permissions and
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* limitations under the License.
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*
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*/
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using System;
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using System.Linq;
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using Python.Runtime;
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using Newtonsoft.Json;
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using System.Collections.Generic;
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using QuantConnect.Data.UniverseSelection;
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namespace QuantConnect.Data.Fundamental
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{
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/// <summary>
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/// Auditor opinion code will be one of the following for each annual period: Code Meaning UQ Unqualified Opinion UE Unqualified Opinion with Explanation QM Qualified - Due to change in accounting method QL Qualified - Due to litigation OT Qualified Opinion - Other AO Adverse Opinion DS Disclaim an opinion UA Unaudited
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/// </summary>
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public class AuditorReportStatus : MultiPeriodField<string>
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{
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/// <summary>
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/// The default period
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/// </summary>
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protected override string DefaultPeriod => "TwelveMonths";
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/// <summary>
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/// Gets/sets the OneMonth period value for the field
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/// </summary>
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[JsonProperty("1M")]
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public string OneMonth => FundamentalService.Get<string>(TimeProvider.GetUtcNow(), SecurityIdentifier, FundamentalProperty.FinancialStatements_AuditorReportStatus_OneMonth);
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/// <summary>
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/// Gets/sets the TwoMonths period value for the field
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/// </summary>
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[JsonProperty("2M")]
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public string TwoMonths => FundamentalService.Get<string>(TimeProvider.GetUtcNow(), SecurityIdentifier, FundamentalProperty.FinancialStatements_AuditorReportStatus_TwoMonths);
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/// <summary>
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/// Gets/sets the ThreeMonths period value for the field
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/// </summary>
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[JsonProperty("3M")]
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public string ThreeMonths => FundamentalService.Get<string>(TimeProvider.GetUtcNow(), SecurityIdentifier, FundamentalProperty.FinancialStatements_AuditorReportStatus_ThreeMonths);
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/// <summary>
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/// Gets/sets the SixMonths period value for the field
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/// </summary>
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[JsonProperty("6M")]
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public string SixMonths => FundamentalService.Get<string>(TimeProvider.GetUtcNow(), SecurityIdentifier, FundamentalProperty.FinancialStatements_AuditorReportStatus_SixMonths);
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/// <summary>
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/// Gets/sets the NineMonths period value for the field
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/// </summary>
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[JsonProperty("9M")]
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public string NineMonths => FundamentalService.Get<string>(TimeProvider.GetUtcNow(), SecurityIdentifier, FundamentalProperty.FinancialStatements_AuditorReportStatus_NineMonths);
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/// <summary>
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/// Gets/sets the TwelveMonths period value for the field
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/// </summary>
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[JsonProperty("12M")]
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public string TwelveMonths => FundamentalService.Get<string>(TimeProvider.GetUtcNow(), SecurityIdentifier, FundamentalProperty.FinancialStatements_AuditorReportStatus_TwelveMonths);
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/// <summary>
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/// Returns true if the field contains a value for the default period
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/// </summary>
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public override bool HasValue => !BaseFundamentalDataProvider.IsNone(typeof(string), FundamentalService.Get<string>(TimeProvider.GetUtcNow(), SecurityIdentifier, FundamentalProperty.FinancialStatements_AuditorReportStatus_TwelveMonths));
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/// <summary>
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/// Returns the default value for the field
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/// </summary>
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public override string Value
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{
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get
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{
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var defaultValue = FundamentalService.Get<string>(TimeProvider.GetUtcNow(), SecurityIdentifier, FundamentalProperty.FinancialStatements_AuditorReportStatus_TwelveMonths);
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if (!BaseFundamentalDataProvider.IsNone(typeof(string), defaultValue))
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{
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return defaultValue;
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}
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return base.Value;
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}
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}
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/// <summary>
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/// Gets a dictionary of period names and values for the field
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/// </summary>
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/// <returns>The dictionary of period names and values</returns>
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public override IReadOnlyDictionary<string, string> GetPeriodValues()
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{
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var result = new Dictionary<string, string>();
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foreach (var kvp in new[] { new Tuple<string, string>("1M", OneMonth), new Tuple<string, string>("2M", TwoMonths), new Tuple<string, string>("3M", ThreeMonths), new Tuple<string, string>("6M", SixMonths), new Tuple<string, string>("9M", NineMonths), new Tuple<string, string>("12M", TwelveMonths) })
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{
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if (!BaseFundamentalDataProvider.IsNone(typeof(string), kvp.Item2))
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{
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result[kvp.Item1] = kvp.Item2;
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}
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}
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return result;
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}
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/// <summary>
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/// Gets the value of the field for the requested period
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/// </summary>
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/// <param name="period">The requested period</param>
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/// <returns>The value for the period</returns>
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public override string GetPeriodValue(string period) => FundamentalService.Get<string>(TimeProvider.GetUtcNow(), SecurityIdentifier, Enum.Parse<FundamentalProperty>($"FinancialStatements_AuditorReportStatus_{ConvertPeriod(period)}"));
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/// <summary>
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/// Creates a new empty instance
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/// </summary>
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public AuditorReportStatus()
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{
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}
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/// <summary>
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/// Creates a new instance for the given time and security
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/// </summary>
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public AuditorReportStatus(ITimeProvider timeProvider, SecurityIdentifier securityIdentifier) : base(timeProvider, securityIdentifier)
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{
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}
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}
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}
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