Class: ProtonApi::GoalAccumulationAllocationRequest

Inherits:
Object
  • Object
show all
Defined in:
lib/proton_api/models/goal_accumulation_allocation_request.rb

Defined Under Namespace

Classes: EnumAttributeValidator

Instance Attribute Summary collapse

Class Method Summary collapse

Instance Method Summary collapse

Constructor Details

#initialize(attributes = {}) ⇒ GoalAccumulationAllocationRequest

Initializes the object

Parameters:

  • attributes (Hash) (defaults to: {}) —

    Model attributes in the form of hash



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# File 'lib/proton_api/models/goal_accumulation_allocation_request.rb', line 157

def initialize(attributes = {})
  return unless attributes.is_a?(Hash)

  # convert string to symbol for hash key
  attributes = attributes.each_with_object({}) { |(k, v), h| h[k.to_sym] = v }

  if attributes.has_key?(:'recommendation_config')
    self.recommendation_config = attributes[:'recommendation_config']
  end

  if attributes.has_key?(:'compounding_rate')
    self.compounding_rate = attributes[:'compounding_rate']
  else
    self.compounding_rate = 0.0
  end

  if attributes.has_key?(:'risk_score')
    self.risk_score = attributes[:'risk_score']
  end

  if attributes.has_key?(:'recommend_type')
    self.recommend_type = attributes[:'recommend_type']
  else
    self.recommend_type = 'horizon'
  end

  if attributes.has_key?(:'create_log')
    self.create_log = attributes[:'create_log']
  else
    self.create_log = false
  end

  if attributes.has_key?(:'goal_config')
    self.goal_config = attributes[:'goal_config']
  end

  if attributes.has_key?(:'n')
    self.n = attributes[:'n']
  else
    self.n = 1000
  end

  if attributes.has_key?(:'allocation_method')
    self.allocation_method = attributes[:'allocation_method']
  end

  if attributes.has_key?(:'allocation_priority')
    self.allocation_priority = attributes[:'allocation_priority']
  end

  if attributes.has_key?(:'remove_outliers')
    self.remove_outliers = attributes[:'remove_outliers']
  else
    self.remove_outliers = true
  end

  if attributes.has_key?(:'adjust_for_compounding')
    self.adjust_for_compounding = attributes[:'adjust_for_compounding']
  else
    self.adjust_for_compounding = false
  end

  if attributes.has_key?(:'goal_id')
    self.goal_id = attributes[:'goal_id']
  end

  if attributes.has_key?(:'conf_tgt')
    self.conf_tgt = attributes[:'conf_tgt']
  else
    self.conf_tgt = 0.9
  end

  if attributes.has_key?(:'trading_days_per_year')
    self.trading_days_per_year = attributes[:'trading_days_per_year']
  else
    self.trading_days_per_year = 252
  end

  if attributes.has_key?(:'use_proxy_data')
    self.use_proxy_data = attributes[:'use_proxy_data']
  else
    self.use_proxy_data = false
  end

  if attributes.has_key?(:'thresh')
    self.thresh = attributes[:'thresh']
  end

  if attributes.has_key?(:'withdrawal_tax')
    self.withdrawal_tax = attributes[:'withdrawal_tax']
  else
    self.withdrawal_tax = 0.0
  end

  if attributes.has_key?(:'client_id')
    self.client_id = attributes[:'client_id']
  end

  if attributes.has_key?(:'opt_config')
    self.opt_config = attributes[:'opt_config']
  end

  if attributes.has_key?(:'market_data_source')
    self.market_data_source = attributes[:'market_data_source']
  else
    self.market_data_source = 'nucleus'
  end

  if attributes.has_key?(:'thresh_type')
    self.thresh_type = attributes[:'thresh_type']
  else
    self.thresh_type = 'perc'
  end

  if attributes.has_key?(:'horizon_frequency')
    self.horizon_frequency = attributes[:'horizon_frequency']
  else
    self.horizon_frequency = 'year'
  end

  if attributes.has_key?(:'horizon')
    self.horizon = attributes[:'horizon']
  end

  if attributes.has_key?(:'allocations')
    if (value = attributes[:'allocations']).is_a?(Array)
      self.allocations = value
    end
  end

  if attributes.has_key?(:'curr_inv')
    self.curr_inv = attributes[:'curr_inv']
  end

  if attributes.has_key?(:'deposit_config')
    if (value = attributes[:'deposit_config']).is_a?(Array)
      self.deposit_config = value
    end
  end
end

Instance Attribute Details

#adjust_for_compounding ⇒ Object

Returns the value of attribute adjust_for_compounding.



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# File 'lib/proton_api/models/goal_accumulation_allocation_request.rb', line 37

def adjust_for_compounding
  @adjust_for_compounding
end

#allocation_method ⇒ Object

Returns the value of attribute allocation_method.



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# File 'lib/proton_api/models/goal_accumulation_allocation_request.rb', line 31

def allocation_method
  @allocation_method
end

#allocation_priority ⇒ Object

Returns the value of attribute allocation_priority.



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# File 'lib/proton_api/models/goal_accumulation_allocation_request.rb', line 33

def allocation_priority
  @allocation_priority
end

#allocations ⇒ Object

Returns the value of attribute allocations.



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# File 'lib/proton_api/models/goal_accumulation_allocation_request.rb', line 63

def allocations
  @allocations
end

#client_id ⇒ Object

Returns the value of attribute client_id.



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# File 'lib/proton_api/models/goal_accumulation_allocation_request.rb', line 51

def client_id
  @client_id
end

#compounding_rate ⇒ Object

Returns the value of attribute compounding_rate.



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# File 'lib/proton_api/models/goal_accumulation_allocation_request.rb', line 19

def compounding_rate
  @compounding_rate
end

#conf_tgt ⇒ Object

Returns the value of attribute conf_tgt.



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# File 'lib/proton_api/models/goal_accumulation_allocation_request.rb', line 41

def conf_tgt
  @conf_tgt
end

#create_log ⇒ Object

Returns the value of attribute create_log.



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# File 'lib/proton_api/models/goal_accumulation_allocation_request.rb', line 25

def create_log
  @create_log
end

#curr_inv ⇒ Object

Returns the value of attribute curr_inv.



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# File 'lib/proton_api/models/goal_accumulation_allocation_request.rb', line 65

def curr_inv
  @curr_inv
end

#deposit_config ⇒ Object

Returns the value of attribute deposit_config.



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# File 'lib/proton_api/models/goal_accumulation_allocation_request.rb', line 67

def deposit_config
  @deposit_config
end

#goal_config ⇒ Object

Returns the value of attribute goal_config.



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# File 'lib/proton_api/models/goal_accumulation_allocation_request.rb', line 27

def goal_config
  @goal_config
end

#goal_id ⇒ Object

Returns the value of attribute goal_id.



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# File 'lib/proton_api/models/goal_accumulation_allocation_request.rb', line 39

def goal_id
  @goal_id
end

#horizon ⇒ Object

Returns the value of attribute horizon.



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# File 'lib/proton_api/models/goal_accumulation_allocation_request.rb', line 61

def horizon
  @horizon
end

#horizon_frequency ⇒ Object

Returns the value of attribute horizon_frequency.



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# File 'lib/proton_api/models/goal_accumulation_allocation_request.rb', line 59

def horizon_frequency
  @horizon_frequency
end

#market_data_source ⇒ Object

Returns the value of attribute market_data_source.



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# File 'lib/proton_api/models/goal_accumulation_allocation_request.rb', line 55

def market_data_source
  @market_data_source
end

#n ⇒ Object

Returns the value of attribute n.



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# File 'lib/proton_api/models/goal_accumulation_allocation_request.rb', line 29

def n
  @n
end

#opt_config ⇒ Object

Returns the value of attribute opt_config.



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# File 'lib/proton_api/models/goal_accumulation_allocation_request.rb', line 53

def opt_config
  @opt_config
end

#recommend_type ⇒ Object

Returns the value of attribute recommend_type.



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# File 'lib/proton_api/models/goal_accumulation_allocation_request.rb', line 23

def recommend_type
  @recommend_type
end

#recommendation_config ⇒ Object

Returns the value of attribute recommendation_config.



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# File 'lib/proton_api/models/goal_accumulation_allocation_request.rb', line 17

def recommendation_config
  @recommendation_config
end

#remove_outliers ⇒ Object

Returns the value of attribute remove_outliers.



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# File 'lib/proton_api/models/goal_accumulation_allocation_request.rb', line 35

def remove_outliers
  @remove_outliers
end

#risk_score ⇒ Object

Returns the value of attribute risk_score.



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# File 'lib/proton_api/models/goal_accumulation_allocation_request.rb', line 21

def risk_score
  @risk_score
end

#thresh ⇒ Object

Returns the value of attribute thresh.



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# File 'lib/proton_api/models/goal_accumulation_allocation_request.rb', line 47

def thresh
  @thresh
end

#thresh_type ⇒ Object

Returns the value of attribute thresh_type.



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# File 'lib/proton_api/models/goal_accumulation_allocation_request.rb', line 57

def thresh_type
  @thresh_type
end

#trading_days_per_year ⇒ Object

Returns the value of attribute trading_days_per_year.



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# File 'lib/proton_api/models/goal_accumulation_allocation_request.rb', line 43

def trading_days_per_year
  @trading_days_per_year
end

#use_proxy_data ⇒ Object

Returns the value of attribute use_proxy_data.



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# File 'lib/proton_api/models/goal_accumulation_allocation_request.rb', line 45

def use_proxy_data
  @use_proxy_data
end

#withdrawal_tax ⇒ Object

Returns the value of attribute withdrawal_tax.



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# File 'lib/proton_api/models/goal_accumulation_allocation_request.rb', line 49

def withdrawal_tax
  @withdrawal_tax
end

Class Method Details

.attribute_map ⇒ Object

Attribute mapping from ruby-style variable name to JSON key.



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# File 'lib/proton_api/models/goal_accumulation_allocation_request.rb', line 92

def self.attribute_map
  {
    :'recommendation_config' => :'recommendation_config',
    :'compounding_rate' => :'compounding_rate',
    :'risk_score' => :'risk_score',
    :'recommend_type' => :'recommend_type',
    :'create_log' => :'create_log',
    :'goal_config' => :'goal_config',
    :'n' => :'n',
    :'allocation_method' => :'allocation_method',
    :'allocation_priority' => :'allocation_priority',
    :'remove_outliers' => :'remove_outliers',
    :'adjust_for_compounding' => :'adjust_for_compounding',
    :'goal_id' => :'goal_id',
    :'conf_tgt' => :'conf_tgt',
    :'trading_days_per_year' => :'trading_days_per_year',
    :'use_proxy_data' => :'use_proxy_data',
    :'thresh' => :'thresh',
    :'withdrawal_tax' => :'withdrawal_tax',
    :'client_id' => :'client_id',
    :'opt_config' => :'opt_config',
    :'market_data_source' => :'market_data_source',
    :'thresh_type' => :'thresh_type',
    :'horizon_frequency' => :'horizon_frequency',
    :'horizon' => :'horizon',
    :'allocations' => :'allocations',
    :'curr_inv' => :'curr_inv',
    :'deposit_config' => :'deposit_config'
  }
end

.swagger_types ⇒ Object

Attribute type mapping.



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# File 'lib/proton_api/models/goal_accumulation_allocation_request.rb', line 124

def self.swagger_types
  {
    :'recommendation_config' => :'RecommendationConfig',
    :'compounding_rate' => :'Float',
    :'risk_score' => :'Float',
    :'recommend_type' => :'String',
    :'create_log' => :'BOOLEAN',
    :'goal_config' => :'GoalConfig',
    :'n' => :'Integer',
    :'allocation_method' => :'String',
    :'allocation_priority' => :'String',
    :'remove_outliers' => :'BOOLEAN',
    :'adjust_for_compounding' => :'BOOLEAN',
    :'goal_id' => :'String',
    :'conf_tgt' => :'Float',
    :'trading_days_per_year' => :'Integer',
    :'use_proxy_data' => :'BOOLEAN',
    :'thresh' => :'Float',
    :'withdrawal_tax' => :'Float',
    :'client_id' => :'String',
    :'opt_config' => :'OptConfig',
    :'market_data_source' => :'String',
    :'thresh_type' => :'String',
    :'horizon_frequency' => :'String',
    :'horizon' => :'Integer',
    :'allocations' => :'Array<String>',
    :'curr_inv' => :'Float',
    :'deposit_config' => :'Array<AccumulationGoalDepositConfig>'
  }
end

Instance Method Details

#==(o) ⇒ Object

Checks equality by comparing each attribute.

Parameters:

  • Object (Object) —

    to be compared



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# File 'lib/proton_api/models/goal_accumulation_allocation_request.rb', line 584

def ==(o)
  return true if self.equal?(o)
  self.class == o.class &&
      recommendation_config == o.recommendation_config &&
      compounding_rate == o.compounding_rate &&
      risk_score == o.risk_score &&
      recommend_type == o.recommend_type &&
      create_log == o.create_log &&
      goal_config == o.goal_config &&
      n == o.n &&
      allocation_method == o.allocation_method &&
      allocation_priority == o.allocation_priority &&
      remove_outliers == o.remove_outliers &&
      adjust_for_compounding == o.adjust_for_compounding &&
      goal_id == o.goal_id &&
      conf_tgt == o.conf_tgt &&
      trading_days_per_year == o.trading_days_per_year &&
      use_proxy_data == o.use_proxy_data &&
      thresh == o.thresh &&
      withdrawal_tax == o.withdrawal_tax &&
      client_id == o.client_id &&
      opt_config == o.opt_config &&
      market_data_source == o.market_data_source &&
      thresh_type == o.thresh_type &&
      horizon_frequency == o.horizon_frequency &&
      horizon == o.horizon &&
      allocations == o.allocations &&
      curr_inv == o.curr_inv &&
      deposit_config == o.deposit_config
end

#_deserialize(type, value) ⇒ Object

Returns Deserialized data.

Parameters:

  • string —

    type Data type

  • string —

    value Value to be deserialized

Returns:

  • (Object) —

    Deserialized data



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# File 'lib/proton_api/models/goal_accumulation_allocation_request.rb', line 650

def _deserialize(type, value)
  case type.to_sym
  when :DateTime
    value
  when :Date
    value
  when :String
    value.to_s
  when :Integer
    value.to_i
  when :Float
    value.to_f
  when :BOOLEAN
    if value.to_s =~ /\A(true|t|yes|y|1)\z/i
      true
    else
      false
    end
  when :Object
    # generic object (usually a Hash), return directly
    value
  when /\AArray<(?<inner_type>.+)>\z/
    inner_type = Regexp.last_match[:inner_type]
    value.map { |v| _deserialize(inner_type, v) }
  when /\AHash<(?<k_type>.+?), (?<v_type>.+)>\z/
    k_type = Regexp.last_match[:k_type]
    v_type = Regexp.last_match[:v_type]
    {}.tap do |hash|
      value.each do |k, v|
        hash[_deserialize(k_type, k)] = _deserialize(v_type, v)
      end
    end
  else # model
    temp_model = ProtonApi.const_get(type).new
    temp_model.build_from_hash(value)
  end
end

#_to_hash(value) ⇒ Hash

For object, use to_hash. Otherwise, just return the value

Parameters:

  • value (Object) —

    Any valid value

Returns:

  • (Hash) —

    Returns the value in the form of hash



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# File 'lib/proton_api/models/goal_accumulation_allocation_request.rb', line 714

def _to_hash(value)
  if value.is_a?(Array)
    value.compact.map { |v| _to_hash(v) }
  elsif value.is_a?(Hash)
    {}.tap do |hash|
      value.each { |k, v| hash[k] = _to_hash(v) }
    end
  elsif value.respond_to? :to_hash
    value.to_hash
  else
    value
  end
end

#build_from_hash(attributes) ⇒ Object

Builds the object from hash

Parameters:

  • attributes (Hash) —

    Model attributes in the form of hash

Returns:

  • (Object) —

    Returns the model itself



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# File 'lib/proton_api/models/goal_accumulation_allocation_request.rb', line 630

def build_from_hash(attributes)
  return nil unless attributes.is_a?(Hash)
  self.class.swagger_types.each_pair do |key, type|
    if type =~ /\AArray<(.*)>/i
      # check to ensure the input is an array given that the attribute
      # is documented as an array but the input is not
      if attributes[self.class.attribute_map[key]].is_a?(Array)
        self.send("#{key}=", attributes[self.class.attribute_map[key]].map { |v| _deserialize($1, v) })
      end
    elsif !attributes[self.class.attribute_map[key]].nil?
      self.send("#{key}=", _deserialize(type, attributes[self.class.attribute_map[key]]))
    end # or else data not found in attributes(hash), not an issue as the data can be optional
  end

  self
end

#eql?(o) ⇒ Boolean

Parameters:

  • Object (Object) —

    to be compared

Returns:

  • (Boolean)

See Also:

  • `==` method


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# File 'lib/proton_api/models/goal_accumulation_allocation_request.rb', line 617

def eql?(o)
  self == o
end

#hash ⇒ Fixnum

Calculates hash code according to all attributes.

Returns:

  • (Fixnum) —

    Hash code



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# File 'lib/proton_api/models/goal_accumulation_allocation_request.rb', line 623

def hash
  [recommendation_config, compounding_rate, risk_score, recommend_type, create_log, goal_config, n, allocation_method, allocation_priority, remove_outliers, adjust_for_compounding, goal_id, conf_tgt, trading_days_per_year, use_proxy_data, thresh, withdrawal_tax, client_id, opt_config, market_data_source, thresh_type, horizon_frequency, horizon, allocations, curr_inv, deposit_config].hash
end

#list_invalid_properties ⇒ Object

Show invalid properties with the reasons. Usually used together with valid?

Returns:

  • Array for valid properties with the reasons



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# File 'lib/proton_api/models/goal_accumulation_allocation_request.rb', line 300

def list_invalid_properties
  invalid_properties = Array.new
  if !@compounding_rate.nil? && @compounding_rate < -1
    invalid_properties.push('invalid value for "compounding_rate", must be greater than or equal to -1.')
  end

  if !@risk_score.nil? && @risk_score > 100
    invalid_properties.push('invalid value for "risk_score", must be smaller than or equal to 100.')
  end

  if !@risk_score.nil? && @risk_score < 0
    invalid_properties.push('invalid value for "risk_score", must be greater than or equal to 0.')
  end

  if !@n.nil? && @n > 10000
    invalid_properties.push('invalid value for "n", must be smaller than or equal to 10000.')
  end

  if !@n.nil? && @n < 1
    invalid_properties.push('invalid value for "n", must be greater than or equal to 1.')
  end

  if @allocation_method.nil?
    invalid_properties.push('invalid value for "allocation_method", allocation_method cannot be nil.')
  end

  if @allocation_priority.nil?
    invalid_properties.push('invalid value for "allocation_priority", allocation_priority cannot be nil.')
  end

  if !@conf_tgt.nil? && @conf_tgt > 1
    invalid_properties.push('invalid value for "conf_tgt", must be smaller than or equal to 1.')
  end

  if !@conf_tgt.nil? && @conf_tgt < 0
    invalid_properties.push('invalid value for "conf_tgt", must be greater than or equal to 0.')
  end

  if !@trading_days_per_year.nil? && @trading_days_per_year > 365
    invalid_properties.push('invalid value for "trading_days_per_year", must be smaller than or equal to 365.')
  end

  if !@trading_days_per_year.nil? && @trading_days_per_year < 1
    invalid_properties.push('invalid value for "trading_days_per_year", must be greater than or equal to 1.')
  end

  if !@thresh.nil? && @thresh < 0
    invalid_properties.push('invalid value for "thresh", must be greater than or equal to 0.')
  end

  if !@withdrawal_tax.nil? && @withdrawal_tax > 1
    invalid_properties.push('invalid value for "withdrawal_tax", must be smaller than or equal to 1.')
  end

  if !@withdrawal_tax.nil? && @withdrawal_tax < 0
    invalid_properties.push('invalid value for "withdrawal_tax", must be greater than or equal to 0.')
  end

  if !@horizon.nil? && @horizon > 350
    invalid_properties.push('invalid value for "horizon", must be smaller than or equal to 350.')
  end

  if !@horizon.nil? && @horizon < 0
    invalid_properties.push('invalid value for "horizon", must be greater than or equal to 0.')
  end

  if !@curr_inv.nil? && @curr_inv < 0
    invalid_properties.push('invalid value for "curr_inv", must be greater than or equal to 0.')
  end

  invalid_properties
end

#to_body ⇒ Hash

to_body is an alias to to_hash (backward compatibility)

Returns:

  • (Hash) —

    Returns the object in the form of hash



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# File 'lib/proton_api/models/goal_accumulation_allocation_request.rb', line 695

def to_body
  to_hash
end

#to_hash ⇒ Hash

Returns the object in the form of hash

Returns:

  • (Hash) —

    Returns the object in the form of hash



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# File 'lib/proton_api/models/goal_accumulation_allocation_request.rb', line 701

def to_hash
  hash = {}
  self.class.attribute_map.each_pair do |attr, param|
    value = self.send(attr)
    next if value.nil?
    hash[param] = _to_hash(value)
  end
  hash
end

#to_s ⇒ String

Returns String presentation of the object.

Returns:

  • (String) —

    String presentation of the object



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# File 'lib/proton_api/models/goal_accumulation_allocation_request.rb', line 689

def to_s
  to_hash.to_s
end

#valid? ⇒ Boolean

Check to see if the all the properties in the model are valid

Returns:

  • (Boolean) —

    true if the model is valid



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# File 'lib/proton_api/models/goal_accumulation_allocation_request.rb', line 375

def valid?
  return false if !@compounding_rate.nil? && @compounding_rate < -1
  return false if !@risk_score.nil? && @risk_score > 100
  return false if !@risk_score.nil? && @risk_score < 0
  recommend_type_validator = EnumAttributeValidator.new('String', ['recurring', 'one-time', 'combo', 'horizon'])
  return false unless recommend_type_validator.valid?(@recommend_type)
  return false if !@n.nil? && @n > 10000
  return false if !@n.nil? && @n < 1
  return false if @allocation_method.nil?
  allocation_method_validator = EnumAttributeValidator.new('String', ['select', 'create'])
  return false unless allocation_method_validator.valid?(@allocation_method)
  return false if @allocation_priority.nil?
  allocation_priority_validator = EnumAttributeValidator.new('String', ['goal', 'risk'])
  return false unless allocation_priority_validator.valid?(@allocation_priority)
  return false if !@conf_tgt.nil? && @conf_tgt > 1
  return false if !@conf_tgt.nil? && @conf_tgt < 0
  return false if !@trading_days_per_year.nil? && @trading_days_per_year > 365
  return false if !@trading_days_per_year.nil? && @trading_days_per_year < 1
  return false if !@thresh.nil? && @thresh < 0
  return false if !@withdrawal_tax.nil? && @withdrawal_tax > 1
  return false if !@withdrawal_tax.nil? && @withdrawal_tax < 0
  market_data_source_validator = EnumAttributeValidator.new('String', ['nucleus', 'integration'])
  return false unless market_data_source_validator.valid?(@market_data_source)
  thresh_type_validator = EnumAttributeValidator.new('String', ['amnt', 'perc'])
  return false unless thresh_type_validator.valid?(@thresh_type)
  horizon_frequency_validator = EnumAttributeValidator.new('String', ['year', 'six_months', 'quarter', 'month', 'two_weeks', 'week', 'day'])
  return false unless horizon_frequency_validator.valid?(@horizon_frequency)
  return false if !@horizon.nil? && @horizon > 350
  return false if !@horizon.nil? && @horizon < 0
  return false if !@curr_inv.nil? && @curr_inv < 0
  true
end