MoneyWiseDeposit.java
/*
* MoneyWise: Finance Application
* Copyright 2012-2026. Tony Washer
*
* 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.
*/
package io.github.tonywasher.joceanus.moneywise.data.basic;
import io.github.tonywasher.joceanus.oceanus.base.OceanusException;
import io.github.tonywasher.joceanus.oceanus.date.OceanusDate;
import io.github.tonywasher.joceanus.oceanus.decimal.OceanusMoney;
import io.github.tonywasher.joceanus.oceanus.format.OceanusDataFormatter;
import io.github.tonywasher.joceanus.metis.data.MetisDataDifference;
import io.github.tonywasher.joceanus.metis.data.MetisDataEditState;
import io.github.tonywasher.joceanus.metis.data.MetisDataItem.MetisDataFieldId;
import io.github.tonywasher.joceanus.metis.data.MetisDataResource;
import io.github.tonywasher.joceanus.metis.data.MetisDataState;
import io.github.tonywasher.joceanus.metis.field.MetisFieldItem;
import io.github.tonywasher.joceanus.metis.field.MetisFieldSet;
import io.github.tonywasher.joceanus.metis.field.MetisFieldVersionedSet;
import io.github.tonywasher.joceanus.moneywise.data.basic.MoneyWiseDepositCategory.MoneyWiseDepositCategoryList;
import io.github.tonywasher.joceanus.moneywise.data.basic.MoneyWiseDepositInfo.MoneyWiseDepositInfoList;
import io.github.tonywasher.joceanus.moneywise.data.basic.MoneyWisePayee.MoneyWisePayeeList;
import io.github.tonywasher.joceanus.moneywise.data.basic.MoneyWiseTax.MoneyWiseTaxCredit;
import io.github.tonywasher.joceanus.moneywise.data.basic.MoneyWiseTransCategory.MoneyWiseTransCategoryList;
import io.github.tonywasher.joceanus.moneywise.data.statics.MoneyWiseAccountInfoClass;
import io.github.tonywasher.joceanus.moneywise.data.statics.MoneyWiseAccountInfoType.MoneyWiseAccountInfoTypeList;
import io.github.tonywasher.joceanus.moneywise.data.statics.MoneyWiseCurrency;
import io.github.tonywasher.joceanus.moneywise.data.statics.MoneyWiseCurrency.MoneyWiseCurrencyList;
import io.github.tonywasher.joceanus.moneywise.data.statics.MoneyWiseDepositCategoryClass;
import io.github.tonywasher.joceanus.moneywise.data.statics.MoneyWiseStaticDataType;
import io.github.tonywasher.joceanus.moneywise.data.statics.MoneyWiseTransCategoryClass;
import io.github.tonywasher.joceanus.moneywise.exc.MoneyWiseDataException;
import io.github.tonywasher.joceanus.moneywise.exc.MoneyWiseLogicException;
import io.github.tonywasher.joceanus.prometheus.data.PrometheusDataItem;
import io.github.tonywasher.joceanus.prometheus.data.PrometheusDataMapItem;
import io.github.tonywasher.joceanus.prometheus.data.PrometheusDataResource;
import io.github.tonywasher.joceanus.prometheus.data.PrometheusDataValues;
import io.github.tonywasher.joceanus.prometheus.data.PrometheusDataValues.PrometheusInfoItem;
import io.github.tonywasher.joceanus.prometheus.data.PrometheusDataValues.PrometheusInfoSetItem;
import io.github.tonywasher.joceanus.prometheus.views.PrometheusEditSet;
import java.util.Iterator;
/**
* Deposit class.
*/
public class MoneyWiseDeposit
extends MoneyWiseAssetBase
implements PrometheusInfoSetItem {
/**
* Object name.
*/
public static final String OBJECT_NAME = MoneyWiseBasicDataType.DEPOSIT.getItemName();
/**
* List name.
*/
public static final String LIST_NAME = MoneyWiseBasicDataType.DEPOSIT.getListName();
/**
* Local Report fields.
*/
private static final MetisFieldVersionedSet<MoneyWiseDeposit> FIELD_DEFS = MetisFieldVersionedSet.newVersionedFieldSet(MoneyWiseDeposit.class);
/*
* FieldIds.
*/
static {
FIELD_DEFS.declareLocalField(PrometheusDataResource.DATAINFOSET_NAME, MoneyWiseDeposit::getInfoSet);
FIELD_DEFS.buildFieldMap(MoneyWiseAccountInfoClass.class, MoneyWiseDeposit::getFieldValue);
}
/**
* Do we have an InfoSet.
*/
private final boolean hasInfoSet;
/**
* Should we use infoSet for DataState etc.
*/
private final boolean useInfoSet;
/**
* DepositInfoSet.
*/
private final MoneyWiseDepositInfoSet theInfoSet;
/**
* Copy Constructor.
*
* @param pList the list
* @param pDeposit The Deposit to copy
*/
protected MoneyWiseDeposit(final MoneyWiseDepositList pList,
final MoneyWiseDeposit pDeposit) {
/* Set standard values */
super(pList, pDeposit);
/* switch on list type */
switch (getList().getStyle()) {
case EDIT:
theInfoSet = new MoneyWiseDepositInfoSet(this, pList.getActInfoTypes(), pList.getDepositInfo());
theInfoSet.cloneDataInfoSet(pDeposit.getInfoSet());
hasInfoSet = true;
useInfoSet = true;
break;
case CLONE:
case CORE:
theInfoSet = new MoneyWiseDepositInfoSet(this, pList.getActInfoTypes(), pList.getDepositInfo());
hasInfoSet = true;
useInfoSet = false;
break;
default:
theInfoSet = null;
hasInfoSet = false;
useInfoSet = false;
break;
}
}
/**
* Values constructor.
*
* @param pList the List to add to
* @param pValues the values constructor
* @throws OceanusException on error
*/
private MoneyWiseDeposit(final MoneyWiseDepositList pList,
final PrometheusDataValues pValues) throws OceanusException {
/* Initialise the item */
super(pList, pValues);
/* Create the InfoSet */
theInfoSet = new MoneyWiseDepositInfoSet(this, pList.getActInfoTypes(), pList.getDepositInfo());
hasInfoSet = true;
useInfoSet = false;
}
/**
* Edit Constructor.
*
* @param pList the list
*/
public MoneyWiseDeposit(final MoneyWiseDepositList pList) {
super(pList);
/* Build InfoSet */
theInfoSet = new MoneyWiseDepositInfoSet(this, pList.getActInfoTypes(), pList.getDepositInfo());
hasInfoSet = true;
useInfoSet = true;
}
@Override
public MetisFieldSetDef getDataFieldSet() {
return FIELD_DEFS;
}
@Override
public boolean includeXmlField(final MetisDataFieldId pField) {
/* Determine whether fields should be included */
if (MoneyWiseBasicResource.CATEGORY_NAME.equals(pField)) {
return true;
}
if (MoneyWiseStaticDataType.CURRENCY.equals(pField)) {
return true;
}
if (MoneyWiseBasicResource.ASSET_PARENT.equals(pField)) {
return true;
}
/* Pass call on */
return super.includeXmlField(pField);
}
@Override
public Long getExternalId() {
return MoneyWiseAssetType.createExternalId(MoneyWiseAssetType.DEPOSIT, getIndexedId());
}
@Override
public MoneyWiseDepositInfoSet getInfoSet() {
return theInfoSet;
}
/**
* Obtain fieldValue for infoSet.
*
* @param pFieldId the fieldId
* @return the value
*/
private Object getFieldValue(final MetisDataFieldId pFieldId) {
return theInfoSet != null ? theInfoSet.getFieldValue(pFieldId) : null;
}
/**
* Obtain Maturity.
*
* @return the maturity date
*/
public OceanusDate getMaturity() {
return hasInfoSet
? theInfoSet.getValue(MoneyWiseAccountInfoClass.MATURITY, OceanusDate.class)
: null;
}
/**
* Obtain SortCode.
*
* @return the sort code
*/
public char[] getSortCode() {
return hasInfoSet
? theInfoSet.getValue(MoneyWiseAccountInfoClass.SORTCODE, char[].class)
: null;
}
/**
* Obtain Reference.
*
* @return the reference
*/
public char[] getReference() {
return hasInfoSet
? theInfoSet.getValue(MoneyWiseAccountInfoClass.REFERENCE, char[].class)
: null;
}
/**
* Obtain Account.
*
* @return the account
*/
public char[] getAccount() {
return hasInfoSet
? theInfoSet.getValue(MoneyWiseAccountInfoClass.ACCOUNT, char[].class)
: null;
}
/**
* Obtain Notes.
*
* @return the notes
*/
public char[] getNotes() {
return hasInfoSet
? theInfoSet.getValue(MoneyWiseAccountInfoClass.NOTES, char[].class)
: null;
}
@Override
public OceanusMoney getOpeningBalance() {
return hasInfoSet
? theInfoSet.getValue(MoneyWiseAccountInfoClass.OPENINGBALANCE, OceanusMoney.class)
: null;
}
@Override
public MoneyWiseDepositCategory getCategory() {
return getValues().getValue(MoneyWiseBasicResource.CATEGORY_NAME, MoneyWiseDepositCategory.class);
}
/**
* Obtain CategoryId.
*
* @return the categoryId
*/
public Integer getCategoryId() {
final MoneyWiseDepositCategory myCategory = getCategory();
return myCategory == null
? null
: myCategory.getIndexedId();
}
/**
* Obtain CategoryName.
*
* @return the categoryName
*/
public String getCategoryName() {
final MoneyWiseDepositCategory myCategory = getCategory();
return myCategory == null
? null
: myCategory.getName();
}
/**
* Obtain DepositCategoryClass.
*
* @return the categoryClass
*/
public MoneyWiseDepositCategoryClass getCategoryClass() {
final MoneyWiseDepositCategory myCategory = getCategory();
return myCategory == null
? null
: myCategory.getCategoryTypeClass();
}
@Override
public boolean isGross() {
final MoneyWiseDepositCategory myCategory = getCategory();
final MoneyWiseDepositCategoryClass myClass = myCategory == null ? null : myCategory.getCategoryTypeClass();
return myClass != null && myClass.isGross();
}
@Override
public boolean isTaxFree() {
final MoneyWiseDepositCategory myCategory = getCategory();
final MoneyWiseDepositCategoryClass myClass = myCategory == null ? null : myCategory.getCategoryTypeClass();
return myClass != null && myClass.isTaxFree();
}
@Override
public boolean isForeign() {
final MoneyWiseCurrency myDefault = getDataSet().getReportingCurrency();
return !myDefault.equals(getAssetCurrency());
}
@Override
public MoneyWiseDeposit getBase() {
return (MoneyWiseDeposit) super.getBase();
}
@Override
public MoneyWiseDepositList getList() {
return (MoneyWiseDepositList) super.getList();
}
@Override
public MetisDataState getState() {
/* Pop history for self */
MetisDataState myState = super.getState();
/* If we should use the InfoSet */
if ((myState == MetisDataState.CLEAN) && useInfoSet) {
/* Get state for infoSet */
myState = theInfoSet.getState();
}
/* Return the state */
return myState;
}
@Override
public MetisDataEditState getEditState() {
/* Pop history for self */
MetisDataEditState myState = super.getEditState();
/* If we should use the InfoSet */
if (myState == MetisDataEditState.CLEAN
&& useInfoSet) {
/* Get state for infoSet */
myState = theInfoSet.getEditState();
}
/* Return the state */
return myState;
}
@Override
public boolean hasHistory() {
/* Check for history for self */
boolean hasHistory = super.hasHistory();
/* If we should use the InfoSet */
if (!hasHistory && useInfoSet) {
/* Check history for infoSet */
hasHistory = theInfoSet.hasHistory();
}
/* Return details */
return hasHistory;
}
@Override
public void pushHistory() {
/* Push history for self */
super.pushHistory();
/* If we should use the InfoSet */
if (useInfoSet) {
/* Push history for infoSet */
theInfoSet.pushHistory();
}
}
@Override
public void popHistory() {
/* Pop history for self */
super.popHistory();
/* If we should use the InfoSet */
if (useInfoSet) {
/* Pop history for infoSet */
theInfoSet.popHistory();
}
}
@Override
public boolean checkForHistory() {
/* Check for history for self */
boolean bChanges = super.checkForHistory();
/* If we should use the InfoSet */
if (useInfoSet) {
/* Check for history for infoSet */
bChanges |= theInfoSet.checkForHistory();
}
/* return result */
return bChanges;
}
@Override
public MetisDataDifference fieldChanged(final MetisDataFieldId pField) {
/* Handle InfoSet fields */
final MoneyWiseAccountInfoClass myClass = MoneyWiseDepositInfoSet.getClassForField(pField);
if (myClass != null) {
return useInfoSet
? theInfoSet.fieldChanged(myClass)
: MetisDataDifference.IDENTICAL;
}
/* Check super fields */
return super.fieldChanged(pField);
}
@Override
public void setDeleted(final boolean bDeleted) {
/* Pass call to infoSet if required */
if (useInfoSet) {
theInfoSet.setDeleted(bDeleted);
}
/* Pass call onwards */
super.setDeleted(bDeleted);
}
/**
* Is this deposit the required class.
*
* @param pClass the required deposit class.
* @return true/false
*/
public boolean isDepositClass(final MoneyWiseDepositCategoryClass pClass) {
/* Check for match */
return getCategoryClass() == pClass;
}
/**
* Set defaults.
*
* @throws OceanusException on error
*/
public void setDefaults() throws OceanusException {
getList().getValidator().setDefaults(this);
}
/**
* autoCorrect values after change.
*
* @throws OceanusException on error
*/
public void autoCorrect() throws OceanusException {
getList().getValidator().autoCorrect(this);
}
@Override
public int compareValues(final PrometheusDataItem pThat) {
/* Check the category and then the name */
final MoneyWiseDeposit myThat = (MoneyWiseDeposit) pThat;
int iDiff = MetisDataDifference.compareObject(getCategory(), myThat.getCategory());
if (iDiff == 0) {
iDiff = MetisDataDifference.compareObject(getName(), myThat.getName());
}
return iDiff;
}
@Override
public void resolveDataSetLinks() throws OceanusException {
/* Update the Encryption details */
super.resolveDataSetLinks();
/* Resolve data links */
final MoneyWiseDataSet myData = getDataSet();
resolveDataLink(MoneyWiseBasicResource.CATEGORY_NAME, myData.getDepositCategories());
resolveDataLink(MoneyWiseStaticDataType.CURRENCY, myData.getAccountCurrencies());
resolveDataLink(MoneyWiseBasicResource.ASSET_PARENT, myData.getPayees());
}
@Override
protected void resolveEditSetLinks() throws OceanusException {
/* Access the editSet */
final PrometheusEditSet myEditSet = getList().getEditSet();
/* Resolve Parent/Category/Currency if required */
resolveDataLink(MoneyWiseBasicResource.ASSET_PARENT, myEditSet.getDataList(MoneyWiseBasicDataType.PAYEE, MoneyWisePayeeList.class));
if (myEditSet.hasDataType(MoneyWiseBasicDataType.DEPOSITCATEGORY)) {
resolveDataLink(MoneyWiseBasicResource.CATEGORY_NAME, myEditSet.getDataList(MoneyWiseBasicDataType.DEPOSITCATEGORY, MoneyWiseDepositCategoryList.class));
}
if (myEditSet.hasDataType(MoneyWiseStaticDataType.CURRENCY)) {
resolveDataLink(MoneyWiseStaticDataType.CURRENCY, myEditSet.getDataList(MoneyWiseStaticDataType.CURRENCY, MoneyWiseCurrencyList.class));
}
/* Resolve links in infoSet */
theInfoSet.resolveEditSetLinks(myEditSet);
}
/**
* Set a new Maturity.
*
* @param pMaturity the new maturity
* @throws OceanusException on error
*/
public void setMaturity(final OceanusDate pMaturity) throws OceanusException {
setInfoSetValue(MoneyWiseAccountInfoClass.MATURITY, pMaturity);
}
/**
* Set a new SortCode.
*
* @param pSortCode the new sort code
* @throws OceanusException on error
*/
public void setSortCode(final char[] pSortCode) throws OceanusException {
setInfoSetValue(MoneyWiseAccountInfoClass.SORTCODE, pSortCode);
}
/**
* Set a new Account.
*
* @param pAccount the new account
* @throws OceanusException on error
*/
public void setAccount(final char[] pAccount) throws OceanusException {
setInfoSetValue(MoneyWiseAccountInfoClass.ACCOUNT, pAccount);
}
/**
* Set a new Reference.
*
* @param pReference the new reference
* @throws OceanusException on error
*/
public void setReference(final char[] pReference) throws OceanusException {
setInfoSetValue(MoneyWiseAccountInfoClass.REFERENCE, pReference);
}
/**
* Set a new Notes.
*
* @param pNotes the new notes
* @throws OceanusException on error
*/
public void setNotes(final char[] pNotes) throws OceanusException {
setInfoSetValue(MoneyWiseAccountInfoClass.NOTES, pNotes);
}
/**
* Set a new opening balance.
*
* @param pBalance the new opening balance
* @throws OceanusException on error
*/
public void setOpeningBalance(final OceanusMoney pBalance) throws OceanusException {
setInfoSetValue(MoneyWiseAccountInfoClass.OPENINGBALANCE, pBalance);
}
/**
* Set an infoSet value.
*
* @param pInfoClass the class of info to set
* @param pValue the value to set
* @throws OceanusException on error
*/
private void setInfoSetValue(final MoneyWiseAccountInfoClass pInfoClass,
final Object pValue) throws OceanusException {
/* Reject if there is no infoSet */
if (!hasInfoSet) {
throw new MoneyWiseLogicException(ERROR_BADINFOSET);
}
/* Set the value */
theInfoSet.setValue(pInfoClass, pValue);
}
@Override
public void adjustClosed() throws OceanusException {
/* Adjust closed date */
super.adjustClosed();
/* If the maturity is null for a bond set it to close date */
if (isDepositClass(MoneyWiseDepositCategoryClass.BOND) && getMaturity() == null) {
/* Record a date for maturity */
setMaturity(getCloseDate());
}
}
@Override
public MoneyWiseTransCategory getDetailedCategory(final MoneyWiseTransCategory pCategory,
final MoneyWiseTaxCredit pYear) {
/* Switch on category type */
final MoneyWiseTransCategoryList myCategories = getDataSet().getTransCategories();
switch (pCategory.getCategoryTypeClass()) {
case INTEREST:
if (isTaxFree()) {
return myCategories.getSingularClass(MoneyWiseTransCategoryClass.TAXFREEINTEREST);
}
if (isDepositClass(MoneyWiseDepositCategoryClass.PEER2PEER)) {
return myCategories.getSingularClass(MoneyWiseTransCategoryClass.PEER2PEERINTEREST);
}
return myCategories.getSingularClass(isGross()
|| !pYear.isTaxCreditRequired()
? MoneyWiseTransCategoryClass.GROSSINTEREST
: MoneyWiseTransCategoryClass.TAXEDINTEREST);
case LOYALTYBONUS:
if (isTaxFree()) {
return myCategories.getSingularClass(MoneyWiseTransCategoryClass.TAXFREELOYALTYBONUS);
}
return myCategories.getSingularClass(isGross()
|| !pYear.isTaxCreditRequired()
? MoneyWiseTransCategoryClass.GROSSLOYALTYBONUS
: MoneyWiseTransCategoryClass.TAXEDLOYALTYBONUS);
default:
return pCategory;
}
}
@Override
public void touchUnderlyingItems() {
/* touch the category and currency */
getCategory().touchItem(this);
getAssetCurrency().touchItem(this);
/* Touch parent */
getParent().touchItem(this);
/* touch infoSet items */
theInfoSet.touchUnderlyingItems();
}
@Override
public void touchOnUpdate() {
/* Reset touches from update set */
clearTouches(MoneyWiseBasicDataType.DEPOSITRATE);
clearTouches(MoneyWiseBasicDataType.PORTFOLIO);
/* Touch parent */
getParent().touchItem(this);
}
/**
* Update base deposit from an edited deposit.
*
* @param pDeposit the edited deposit
* @return whether changes have been made
*/
@Override
public boolean applyChanges(final PrometheusDataItem pDeposit) {
/* Can only update from a deposit */
if (!(pDeposit instanceof MoneyWiseDeposit)) {
return false;
}
final MoneyWiseDeposit myDeposit = (MoneyWiseDeposit) pDeposit;
/* Store the current detail into history */
pushHistory();
/* Apply basic changes */
applyBasicChanges(myDeposit);
/* Check for changes */
return checkForHistory();
}
@Override
public void adjustMapForItem() {
final MoneyWiseDepositList myList = getList();
final MoneyWiseDepositDataMap myMap = myList.getDataMap();
myMap.adjustForItem(this);
}
@Override
public void removeItem() {
theInfoSet.removeItems();
super.removeItem();
}
/**
* The Deposit List class.
*/
public static class MoneyWiseDepositList
extends MoneyWiseAssetBaseList<MoneyWiseDeposit> {
/**
* Report fields.
*/
private static final MetisFieldSet<MoneyWiseDepositList> FIELD_DEFS = MetisFieldSet.newFieldSet(MoneyWiseDepositList.class);
/**
* The DepositInfo List.
*/
private MoneyWiseDepositInfoList theInfoList;
/**
* The AccountInfoType list.
*/
private MoneyWiseAccountInfoTypeList theInfoTypeList;
/**
* Construct an empty CORE list.
*
* @param pData the DataSet for the list
*/
public MoneyWiseDepositList(final MoneyWiseDataSet pData) {
super(pData, MoneyWiseDeposit.class, MoneyWiseBasicDataType.DEPOSIT);
}
/**
* Constructor for a cloned List.
*
* @param pSource the source List
*/
protected MoneyWiseDepositList(final MoneyWiseDepositList pSource) {
super(pSource);
}
@Override
public MetisFieldSet<MoneyWiseDepositList> getDataFieldSet() {
return FIELD_DEFS;
}
@Override
public String listName() {
return LIST_NAME;
}
@Override
public MetisFieldSetDef getItemFields() {
return MoneyWiseDeposit.FIELD_DEFS;
}
@Override
protected MoneyWiseDepositDataMap getDataMap() {
return (MoneyWiseDepositDataMap) super.getDataMap();
}
/**
* Obtain the depositInfoList.
*
* @return the deposit info list
*/
public MoneyWiseDepositInfoList getDepositInfo() {
if (theInfoList == null) {
theInfoList = getDataSet().getDepositInfo();
}
return theInfoList;
}
/**
* Obtain the accountInfoTypeList.
*
* @return the account info type list
*/
public MoneyWiseAccountInfoTypeList getActInfoTypes() {
if (theInfoTypeList == null) {
theInfoTypeList = getEditSet() == null
? getDataSet().getActInfoTypes()
: getEditSet().getDataList(MoneyWiseStaticDataType.ACCOUNTINFOTYPE, MoneyWiseAccountInfoTypeList.class);
}
return theInfoTypeList;
}
@Override
protected MoneyWiseDepositList getEmptyList(final PrometheusListStyle pStyle) {
final MoneyWiseDepositList myList = new MoneyWiseDepositList(this);
myList.setStyle(pStyle);
return myList;
}
/**
* Derive Edit list.
*
* @param pEditSet the editSet
* @return the edit list
* @throws OceanusException on error
*/
public MoneyWiseDepositList deriveEditList(final PrometheusEditSet pEditSet) throws OceanusException {
/* Build an empty List */
final MoneyWiseDepositList myList = getEmptyList(PrometheusListStyle.EDIT);
final MoneyWisePayeeList myPayees = pEditSet.getDataList(MoneyWiseBasicDataType.PAYEE, MoneyWisePayeeList.class);
myList.ensureMap(myPayees);
pEditSet.setEditEntryList(MoneyWiseBasicDataType.DEPOSIT, myList);
myList.getValidator().setEditSet(pEditSet);
/* Store InfoType list */
myList.theInfoTypeList = pEditSet.getDataList(MoneyWiseStaticDataType.ACCOUNTINFOTYPE, MoneyWiseAccountInfoTypeList.class);
/* Create info List */
final MoneyWiseDepositInfoList myDepInfo = getDepositInfo();
myList.theInfoList = myDepInfo.getEmptyList(PrometheusListStyle.EDIT);
pEditSet.setEditEntryList(MoneyWiseBasicDataType.DEPOSITINFO, myList.theInfoList);
/* Store the editSet */
myList.setEditSet(pEditSet);
/* Loop through the deposits */
final Iterator<MoneyWiseDeposit> myIterator = iterator();
while (myIterator.hasNext()) {
final MoneyWiseDeposit myCurr = myIterator.next();
/* Ignore deleted deposits */
if (myCurr.isDeleted()) {
continue;
}
/* Build the new linked deposit and add it to the list */
final MoneyWiseDeposit myDeposit = new MoneyWiseDeposit(myList, myCurr);
myList.add(myDeposit);
myDeposit.resolveEditSetLinks();
/* Adjust the map */
myDeposit.adjustMapForItem();
}
/* Return the list */
return myList;
}
@Override
public MoneyWiseDeposit findItemByName(final String pName) {
/* look up the name in the map */
return getDataMap().findItemByName(pName);
}
@Override
public boolean checkAvailableName(final String pName) {
/* check availability in map */
return getDataMap().availableName(pName);
}
@Override
public boolean validNameCount(final String pName) {
/* check availability in map */
return getDataMap().validNameCount(pName);
}
@Override
public MoneyWiseDeposit addCopyItem(final PrometheusDataItem pDeposit) {
/* Can only clone a Deposit */
if (!(pDeposit instanceof MoneyWiseDeposit)) {
throw new UnsupportedOperationException();
}
final MoneyWiseDeposit myDeposit = new MoneyWiseDeposit(this, (MoneyWiseDeposit) pDeposit);
add(myDeposit);
return myDeposit;
}
@Override
public MoneyWiseDeposit addNewItem() {
final MoneyWiseDeposit myDeposit = new MoneyWiseDeposit(this);
add(myDeposit);
return myDeposit;
}
@Override
public MoneyWiseDeposit addValuesItem(final PrometheusDataValues pValues) throws OceanusException {
/* Create the deposit */
final MoneyWiseDeposit myDeposit = new MoneyWiseDeposit(this, pValues);
/* Check that this DepositId has not been previously added */
if (!isIdUnique(myDeposit.getIndexedId())) {
myDeposit.addError(ERROR_DUPLICATE, MetisDataResource.DATA_ID);
throw new MoneyWiseDataException(myDeposit, ERROR_VALIDATION);
}
/* Add to the list */
add(myDeposit);
/* Loop through the info items */
if (pValues.hasInfoItems()) {
/* Loop through the items */
final Iterator<PrometheusInfoItem> myIterator = pValues.infoIterator();
while (myIterator.hasNext()) {
final PrometheusInfoItem myItem = myIterator.next();
/* Build info */
final PrometheusDataValues myValues = myItem.getValues(myDeposit);
theInfoList.addValuesItem(myValues);
}
}
/* Return it */
return myDeposit;
}
/**
* Obtain default holding for portfolio.
*
* @param pParent the parent
* @param isTaxFree should holding be taxFree?
* @return the default holding
*/
public MoneyWiseDeposit getDefaultHolding(final MoneyWisePayee pParent,
final boolean isTaxFree) {
/* loop through the deposits */
final Iterator<MoneyWiseDeposit> myIterator = iterator();
while (myIterator.hasNext()) {
final MoneyWiseDeposit myDeposit = myIterator.next();
/* Ignore deleted and closed deposits and wrong taxFree status */
boolean bIgnore = myDeposit.isDeleted() || myDeposit.isClosed();
bIgnore |= !pParent.equals(myDeposit.getParent());
bIgnore |= !isTaxFree == myDeposit.isTaxFree();
if (!bIgnore) {
return myDeposit;
}
}
/* Return no deposit */
return null;
}
/**
* Ensure Map based on the payee list.
*
* @param pPayees the payee list
*/
private void ensureMap(final MoneyWisePayeeList pPayees) {
setDataMap(new MoneyWiseDepositDataMap(pPayees));
}
@Override
protected MoneyWiseDepositDataMap allocateDataMap() {
return new MoneyWiseDepositDataMap(getDataSet().getPayees());
}
@Override
public void postProcessOnLoad() throws OceanusException {
/* Resolve links and sort the data */
super.resolveDataSetLinks();
reSort();
}
}
/**
* The dataMap class.
*/
protected static class MoneyWiseDepositDataMap
implements PrometheusDataMapItem, MetisFieldItem {
/**
* Report fields.
*/
private static final MetisFieldSet<MoneyWiseDepositDataMap> FIELD_DEFS = MetisFieldSet.newFieldSet(MoneyWiseDepositDataMap.class);
/*
* UnderlyingMap Field Id.
*/
static {
FIELD_DEFS.declareLocalField(MoneyWiseBasicResource.MONEYWISEDATA_MAP_UNDERLYING, MoneyWiseDepositDataMap::getUnderlyingMap);
}
/**
* The assetMap.
*/
private final MoneyWiseAssetDataMap theUnderlyingMap;
/**
* Constructor.
*
* @param pPayees the payee list
*/
protected MoneyWiseDepositDataMap(final MoneyWisePayeeList pPayees) {
theUnderlyingMap = pPayees.getDataMap().getUnderlyingMap();
}
@Override
public MetisFieldSet<MoneyWiseDepositDataMap> getDataFieldSet() {
return FIELD_DEFS;
}
@Override
public String formatObject(final OceanusDataFormatter pFormatter) {
return FIELD_DEFS.getName();
}
/**
* Obtain the underlying map.
*
* @return the underlying map
*/
private MoneyWiseAssetDataMap getUnderlyingMap() {
return theUnderlyingMap;
}
@Override
public void resetMap() {
/* No action */
}
@Override
public void adjustForItem(final PrometheusDataItem pItem) {
/* Adjust name count */
theUnderlyingMap.adjustForItem(pItem);
}
/**
* find item by name.
*
* @param pName the name to look up
* @return the matching item
*/
public MoneyWiseDeposit findItemByName(final String pName) {
final MoneyWiseAssetBase myAsset = theUnderlyingMap.findAssetByName(pName);
return myAsset instanceof MoneyWiseDeposit myDeposit
? myDeposit
: null;
}
/**
* Check validity of name.
*
* @param pName the name to look up
* @return true/false
*/
public boolean validNameCount(final String pName) {
return theUnderlyingMap.validNameCount(pName);
}
/**
* Check availability of name.
*
* @param pName the key to look up
* @return true/false
*/
public boolean availableName(final String pName) {
return theUnderlyingMap.availableKey(pName);
}
}
}