/*
* QUANTCONNECT.COM - Democratizing Finance, Empowering Individuals.
* Lean Algorithmic Trading Engine v2.0. Copyright 2023 QuantConnect Corporation.
*
* 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.
*
*/
using System;
using System.Linq;
using Python.Runtime;
using Newtonsoft.Json;
using System.Collections.Generic;
using QuantConnect.Data.UniverseSelection;
namespace QuantConnect.Data.Fundamental
{
///
/// Excess of issue price over par or stated value of the entity's capital stock and amounts received from other transactions involving the entity's stock or stockholders. Includes adjustments to additional paid in capital. There are two major categories of additional paid in capital: 1) Paid in capital in excess of par/stated value, which is the difference between the actual issue price of the shares and the shares' par/stated value. 2) Paid in capital from other transactions which includes treasury stock, retirement of stock, stock dividends recorded at market, lapse of stock purchase warrants, conversion of convertible bonds in excess of the par value of the stock, and any other additional capital from the company's own stock transactions.
///
public class AdditionalPaidInCapitalBalanceSheet : MultiPeriodField
{
///
/// The default period
///
protected override string DefaultPeriod => "TwelveMonths";
///
/// Gets/sets the OneMonth period value for the field
///
[JsonProperty("1M")]
public double OneMonth => FundamentalService.Get(TimeProvider.GetUtcNow(), SecurityIdentifier, FundamentalProperty.FinancialStatements_BalanceSheet_AdditionalPaidInCapital_OneMonth);
///
/// Gets/sets the TwoMonths period value for the field
///
[JsonProperty("2M")]
public double TwoMonths => FundamentalService.Get(TimeProvider.GetUtcNow(), SecurityIdentifier, FundamentalProperty.FinancialStatements_BalanceSheet_AdditionalPaidInCapital_TwoMonths);
///
/// Gets/sets the ThreeMonths period value for the field
///
[JsonProperty("3M")]
public double ThreeMonths => FundamentalService.Get(TimeProvider.GetUtcNow(), SecurityIdentifier, FundamentalProperty.FinancialStatements_BalanceSheet_AdditionalPaidInCapital_ThreeMonths);
///
/// Gets/sets the SixMonths period value for the field
///
[JsonProperty("6M")]
public double SixMonths => FundamentalService.Get(TimeProvider.GetUtcNow(), SecurityIdentifier, FundamentalProperty.FinancialStatements_BalanceSheet_AdditionalPaidInCapital_SixMonths);
///
/// Gets/sets the NineMonths period value for the field
///
[JsonProperty("9M")]
public double NineMonths => FundamentalService.Get(TimeProvider.GetUtcNow(), SecurityIdentifier, FundamentalProperty.FinancialStatements_BalanceSheet_AdditionalPaidInCapital_NineMonths);
///
/// Gets/sets the TwelveMonths period value for the field
///
[JsonProperty("12M")]
public double TwelveMonths => FundamentalService.Get(TimeProvider.GetUtcNow(), SecurityIdentifier, FundamentalProperty.FinancialStatements_BalanceSheet_AdditionalPaidInCapital_TwelveMonths);
///
/// Returns true if the field contains a value for the default period
///
public override bool HasValue => !BaseFundamentalDataProvider.IsNone(typeof(double), FundamentalService.Get(TimeProvider.GetUtcNow(), SecurityIdentifier, FundamentalProperty.FinancialStatements_BalanceSheet_AdditionalPaidInCapital_TwelveMonths));
///
/// Returns the default value for the field
///
public override double Value
{
get
{
var defaultValue = FundamentalService.Get(TimeProvider.GetUtcNow(), SecurityIdentifier, FundamentalProperty.FinancialStatements_BalanceSheet_AdditionalPaidInCapital_TwelveMonths);
if (!BaseFundamentalDataProvider.IsNone(typeof(double), defaultValue))
{
return defaultValue;
}
return base.Value;
}
}
///
/// Gets a dictionary of period names and values for the field
///
/// The dictionary of period names and values
public override IReadOnlyDictionary GetPeriodValues()
{
var result = new Dictionary();
foreach (var kvp in new[] { new Tuple("1M",OneMonth), new Tuple("2M",TwoMonths), new Tuple("3M",ThreeMonths), new Tuple("6M",SixMonths), new Tuple("9M",NineMonths), new Tuple("12M",TwelveMonths) })
{
if(!BaseFundamentalDataProvider.IsNone(typeof(double), kvp.Item2))
{
result[kvp.Item1] = kvp.Item2;
}
}
return result;
}
///
/// Gets the value of the field for the requested period
///
/// The requested period
/// The value for the period
public override double GetPeriodValue(string period) => FundamentalService.Get(TimeProvider.GetUtcNow(), SecurityIdentifier, Enum.Parse($"FinancialStatements_BalanceSheet_AdditionalPaidInCapital_{ConvertPeriod(period)}"));
///
/// Creates a new empty instance
///
public AdditionalPaidInCapitalBalanceSheet()
{
}
///
/// Creates a new instance for the given time and security
///
public AdditionalPaidInCapitalBalanceSheet(ITimeProvider timeProvider, SecurityIdentifier securityIdentifier) : base(timeProvider, securityIdentifier)
{
}
}
}