Lean  $LEAN_TAG$
PolicyholderFundsBalanceSheet.cs
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16 
17 using System;
18 using System.Linq;
19 using Python.Runtime;
20 using Newtonsoft.Json;
21 using System.Collections.Generic;
23 
25 {
26  /// <summary>
27  /// The total liability as of the balance sheet date of amounts due to policy holders, excluding future policy benefits and claims, including unpaid policy dividends, retrospective refunds, and undistributed earnings on participating business.
28  /// </summary>
30  {
31  /// <summary>
32  /// The default period
33  /// </summary>
34  protected override string DefaultPeriod => "TwelveMonths";
35 
36  /// <summary>
37  /// Gets/sets the ThreeMonths period value for the field
38  /// </summary>
39  [JsonProperty("3M")]
40  public double ThreeMonths => FundamentalService.Get<double>(TimeProvider.GetUtcNow(), SecurityIdentifier, FundamentalProperty.FinancialStatements_BalanceSheet_PolicyholderFunds_ThreeMonths);
41 
42  /// <summary>
43  /// Gets/sets the TwelveMonths period value for the field
44  /// </summary>
45  [JsonProperty("12M")]
46  public double TwelveMonths => FundamentalService.Get<double>(TimeProvider.GetUtcNow(), SecurityIdentifier, FundamentalProperty.FinancialStatements_BalanceSheet_PolicyholderFunds_TwelveMonths);
47 
48  /// <summary>
49  /// Returns true if the field contains a value for the default period
50  /// </summary>
51  public override bool HasValue => !BaseFundamentalDataProvider.IsNone(typeof(double), FundamentalService.Get<double>(TimeProvider.GetUtcNow(), SecurityIdentifier, FundamentalProperty.FinancialStatements_BalanceSheet_PolicyholderFunds_TwelveMonths));
52 
53  /// <summary>
54  /// Returns the default value for the field
55  /// </summary>
56  public override double Value
57  {
58  get
59  {
60  var defaultValue = FundamentalService.Get<double>(TimeProvider.GetUtcNow(), SecurityIdentifier, FundamentalProperty.FinancialStatements_BalanceSheet_PolicyholderFunds_TwelveMonths);
61  if (!BaseFundamentalDataProvider.IsNone(typeof(double), defaultValue))
62  {
63  return defaultValue;
64  }
65  return base.Value;
66  }
67  }
68 
69  /// <summary>
70  /// Gets a dictionary of period names and values for the field
71  /// </summary>
72  /// <returns>The dictionary of period names and values</returns>
73  public override IReadOnlyDictionary<string, double> GetPeriodValues()
74  {
75  var result = new Dictionary<string, double>();
76  foreach (var kvp in new[] { new Tuple<string, double>("3M",ThreeMonths), new Tuple<string, double>("12M",TwelveMonths) })
77  {
78  if(!BaseFundamentalDataProvider.IsNone(typeof(double), kvp.Item2))
79  {
80  result[kvp.Item1] = kvp.Item2;
81  }
82  }
83  return result;
84  }
85 
86  /// <summary>
87  /// Gets the value of the field for the requested period
88  /// </summary>
89  /// <param name="period">The requested period</param>
90  /// <returns>The value for the period</returns>
91  public override double GetPeriodValue(string period) => FundamentalService.Get<double>(TimeProvider.GetUtcNow(), SecurityIdentifier, Enum.Parse<FundamentalProperty>($"FinancialStatements_BalanceSheet_PolicyholderFunds_{ConvertPeriod(period)}"));
92 
93  /// <summary>
94  /// Creates a new empty instance
95  /// </summary>
97  {
98  }
99 
100  /// <summary>
101  /// Creates a new instance for the given time and security
102  /// </summary>
103  public PolicyholderFundsBalanceSheet(ITimeProvider timeProvider, SecurityIdentifier securityIdentifier) : base(timeProvider, securityIdentifier)
104  {
105  }
106  }
107 }