/*
    * 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.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.MoneyWisePayee.MoneyWisePayeeList;
  import io.github.tonywasher.joceanus.moneywise.data.basic.MoneyWisePortfolioInfo.MoneyWisePortfolioInfoList;
  import io.github.tonywasher.joceanus.moneywise.data.basic.MoneyWiseSecurityHoldingMapCtl.MoneyWiseSecurityHoldingMapGenerator;
  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.MoneyWisePortfolioClass;
  import io.github.tonywasher.joceanus.moneywise.data.statics.MoneyWisePortfolioType;
  import io.github.tonywasher.joceanus.moneywise.data.statics.MoneyWisePortfolioType.MoneyWisePortfolioTypeList;
  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.oceanus.base.OceanusException;
  import io.github.tonywasher.joceanus.oceanus.format.OceanusDataFormatter;
  import io.github.tonywasher.joceanus.prometheus.data.PrometheusDataInstanceMap;
  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.PrometheusDataSet;
  import io.github.tonywasher.joceanus.prometheus.data.PrometheusDataValues;
  import io.github.tonywasher.joceanus.prometheus.data.PrometheusDataValues.PrometheusInfoItem;
  import io.github.tonywasher.joceanus.prometheus.data.PrometheusEncrypted.PrometheusDataInfoSetItemCtl;
  import io.github.tonywasher.joceanus.prometheus.data.PrometheusListStyle;
  import io.github.tonywasher.joceanus.prometheus.views.PrometheusEditSet;
  
  import java.util.HashMap;
  import java.util.Iterator;
  import java.util.Map;
  import java.util.Objects;
  
  /**
   * Portfolio class.
   */
  public class MoneyWisePortfolio
          extends MoneyWiseAssetBase
          implements PrometheusDataInfoSetItemCtl<MoneyWisePortfolioInfo> {
      /**
       * Object name.
       */
      public static final String OBJECT_NAME = MoneyWiseBasicDataType.PORTFOLIO.getItemName();
  
      /**
       * List name.
       */
      public static final String LIST_NAME = MoneyWiseBasicDataType.PORTFOLIO.getListName();
  
      /**
       * Local Report fields.
       */
      private static final MetisFieldVersionedSet<MoneyWisePortfolio> FIELD_DEFS = MetisFieldVersionedSet.newVersionedFieldSet(MoneyWisePortfolio.class);
  
      /*
       * FieldIds.
       */
      static {
          FIELD_DEFS.declareLocalField(PrometheusDataResource.DATAINFOSET_NAME, MoneyWisePortfolio::getInfoSet);
          FIELD_DEFS.buildFieldMap(MoneyWiseAccountInfoClass.class, MoneyWisePortfolio::getFieldValue);
      }
  
      /**
       * Do we have an InfoSet.
       */
      private final boolean hasInfoSet;
  
      /**
       * Should we use infoSet for DataState etc.
       */
      private final boolean useInfoSet;
  
     /**
      * PortfolioInfoSet.
      */
     private final MoneyWisePortfolioInfoSet theInfoSet;
 
     /**
      * Copy Constructor.
      *
      * @param pList      the list
      * @param pPortfolio The Portfolio to copy
      */
     protected MoneyWisePortfolio(final MoneyWisePortfolioList pList,
                                  final MoneyWisePortfolio pPortfolio) {
         /* Set standard values */
         super(pList, pPortfolio);
 
         /* switch on list type */
         switch (getList().getStyle()) {
             case EDIT:
                 theInfoSet = new MoneyWisePortfolioInfoSet(this, pList.getActInfoTypes(), pList.getPortfolioInfo());
                 theInfoSet.cloneDataInfoSet(pPortfolio.getInfoSet());
                 hasInfoSet = true;
                 useInfoSet = true;
                 break;
             case CLONE, CORE:
                 theInfoSet = new MoneyWisePortfolioInfoSet(this, pList.getActInfoTypes(), pList.getPortfolioInfo());
                 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 MoneyWisePortfolio(final MoneyWisePortfolioList pList,
                                final PrometheusDataValues pValues) throws OceanusException {
         /* Initialise the item */
         super(pList, pValues);
 
         /* Create the InfoSet */
         theInfoSet = new MoneyWisePortfolioInfoSet(this, pList.getActInfoTypes(), pList.getPortfolioInfo());
         hasInfoSet = true;
         useInfoSet = false;
     }
 
     /**
      * Edit Constructor.
      *
      * @param pList the list
      */
     public MoneyWisePortfolio(final MoneyWisePortfolioList pList) {
         super(pList);
 
         /* Build InfoSet */
         theInfoSet = new MoneyWisePortfolioInfoSet(this, pList.getActInfoTypes(), pList.getPortfolioInfo());
         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 (MoneyWiseBasicResource.ASSET_PARENT.equals(pField)) {
             return true;
         }
         if (MoneyWiseStaticDataType.CURRENCY.equals(pField)) {
             return true;
         }
 
         /* Pass call on */
         return super.includeXmlField(pField);
     }
 
     @Override
     public Long getExternalId() {
         return MoneyWiseAssetType.createExternalId(MoneyWiseAssetType.PORTFOLIO, getIndexedId());
     }
 
     @Override
     public MoneyWisePortfolioInfoSet getInfoSet() {
         return theInfoSet;
     }
 
     @Override
     public MoneyWisePayee getParent() {
         return (MoneyWisePayee) super.getParent();
     }
 
     /**
      * 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 WebSite.
      *
      * @return the webSite
      */
     public char[] getWebSite() {
         return hasInfoSet
                 ? theInfoSet.getValue(MoneyWiseAccountInfoClass.WEBSITE, char[].class)
                 : null;
     }
 
     /**
      * Obtain CustNo.
      *
      * @return the customer #
      */
     public char[] getCustNo() {
         return hasInfoSet
                 ? theInfoSet.getValue(MoneyWiseAccountInfoClass.CUSTOMERNO, char[].class)
                 : null;
     }
 
     /**
      * Obtain UserId.
      *
      * @return the userId
      */
     public char[] getUserId() {
         return hasInfoSet
                 ? theInfoSet.getValue(MoneyWiseAccountInfoClass.USERID, char[].class)
                 : null;
     }
 
     /**
      * Obtain Password.
      *
      * @return the password
      */
     public char[] getPassword() {
         return hasInfoSet
                 ? theInfoSet.getValue(MoneyWiseAccountInfoClass.PASSWORD, char[].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 MoneyWisePortfolioType getCategory() {
         return getValues().getValue(MoneyWiseBasicResource.CATEGORY_NAME, MoneyWisePortfolioType.class);
     }
 
     /**
      * Obtain categoryId.
      *
      * @return the categoryId
      */
     public Integer getCategoryId() {
         final MoneyWisePortfolioType myType = getCategory();
         return myType == null
                 ? null
                 : myType.getIndexedId();
     }
 
     /**
      * Obtain categoryName.
      *
      * @return the categoryName
      */
     public String getCategoryName() {
         final MoneyWisePortfolioType myType = getCategory();
         return myType == null
                 ? null
                 : myType.getName();
     }
 
     /**
      * Obtain categoryClass.
      *
      * @return the categoryClass
      */
     public MoneyWisePortfolioClass getCategoryClass() {
         final MoneyWisePortfolioType myType = getCategory();
         return myType == null
                 ? null
                 : myType.getPortfolioClass();
     }
 
     @Override
     public boolean isTaxFree() {
         final MoneyWisePortfolioClass myClass = getCategoryClass();
         return myClass != null && myClass.isTaxFree();
     }
 
     @Override
     public boolean isForeign() {
         final MoneyWiseCurrency myDefault = getDefaultCurrency();
         return !myDefault.equals(getAssetCurrency());
     }
 
     @Override
     public MoneyWisePortfolio getBase() {
         return (MoneyWisePortfolio) super.getBase();
     }
 
     @Override
     public MoneyWisePortfolioList getList() {
         return (MoneyWisePortfolioList) 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 = MoneyWisePortfolioInfoSet.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 portfolio the required class.
      *
      * @param pClass the required portfolio class.
      * @return true/false
      */
     public boolean isPortfolioClass(final MoneyWisePortfolioClass pClass) {
         /* Check for match */
         return getCategoryClass() == pClass;
     }
 
     @Override
     public void deRegister() {
         final MoneyWiseSecurityHoldingMapCtl myMap = getList().getSecurityHoldingsMap();
         myMap.deRegister(this);
     }
 
     /**
      * Set defaults.
      *
      * @throws OceanusException on error
      */
     public void setDefaults() throws OceanusException {
         getList().getValidator().setDefaults(this);
     }
 
     /**
      * adjust 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 MoneyWisePortfolio myThat = (MoneyWisePortfolio) 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 Base details */
         super.resolveDataSetLinks();
 
         /* Resolve holding account */
         resolveDataLink(MoneyWiseBasicResource.ASSET_PARENT, MoneyWiseBasicDataType.PAYEE);
         resolveDataLink(MoneyWiseBasicResource.CATEGORY_NAME, MoneyWiseStaticDataType.PORTFOLIOTYPE);
         resolveDataLink(MoneyWiseStaticDataType.CURRENCY, MoneyWiseStaticDataType.CURRENCY);
     }
 
     @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(MoneyWiseStaticDataType.PORTFOLIOTYPE)) {
             resolveDataLink(MoneyWiseBasicResource.CATEGORY_NAME, myEditSet.getDataList(MoneyWiseStaticDataType.PORTFOLIOTYPE, MoneyWisePortfolioTypeList.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 WebSite.
      *
      * @param pWebSite the new webSite
      * @throws OceanusException on error
      */
     public void setWebSite(final char[] pWebSite) throws OceanusException {
         setInfoSetValue(MoneyWiseAccountInfoClass.WEBSITE, pWebSite);
     }
 
     /**
      * Set a new CustNo.
      *
      * @param pCustNo the new custNo
      * @throws OceanusException on error
      */
     public void setCustNo(final char[] pCustNo) throws OceanusException {
         setInfoSetValue(MoneyWiseAccountInfoClass.CUSTOMERNO, pCustNo);
     }
 
     /**
      * Set a new UserId.
      *
      * @param pUserId the new userId
      * @throws OceanusException on error
      */
     public void setUserId(final char[] pUserId) throws OceanusException {
         setInfoSetValue(MoneyWiseAccountInfoClass.USERID, pUserId);
     }
 
     /**
      * Set a new Password.
      *
      * @param pPassword the new password
      * @throws OceanusException on error
      */
     public void setPassword(final char[] pPassword) throws OceanusException {
         setInfoSetValue(MoneyWiseAccountInfoClass.PASSWORD, pPassword);
     }
 
     /**
      * 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 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 MoneyWiseTransCategory getDetailedCategory(final MoneyWiseTransCategory pCategory,
                                                       final MoneyWiseTaxCredit pYear) {
         /* Switch on category type */
         final MoneyWiseTransCategoryList myCategories = getDataSet().getDataList(MoneyWiseBasicDataType.TRANSCATEGORY, MoneyWiseTransCategoryList.class);
         return switch (Objects.requireNonNull(pCategory.getCategoryTypeClass())) {
             case INTEREST -> {
                 if (isTaxFree()) {
                     yield myCategories.getSingularClass(MoneyWiseTransCategoryClass.TAXFREEINTEREST);
                 }
                 yield myCategories.getSingularClass(isGross()
                         || !pYear.isTaxCreditRequired()
                         ? MoneyWiseTransCategoryClass.GROSSINTEREST
                         : MoneyWiseTransCategoryClass.TAXEDINTEREST);
             }
             case LOYALTYBONUS -> {
                 if (isTaxFree()) {
                     yield myCategories.getSingularClass(MoneyWiseTransCategoryClass.TAXFREELOYALTYBONUS);
                 }
                 yield myCategories.getSingularClass(isGross()
                         ? MoneyWiseTransCategoryClass.GROSSLOYALTYBONUS
                         : MoneyWiseTransCategoryClass.TAXEDLOYALTYBONUS);
             }
             case DIVIDEND -> isTaxFree()
                     ? myCategories.getSingularClass(MoneyWiseTransCategoryClass.TAXFREEDIVIDEND)
                     : pCategory;
             default -> pCategory;
         };
     }
 
     @Override
     public void touchUnderlyingItems() {
         /* Touch parent and currency */
         getCategory().touchItem(this);
         getParent().touchItem(this);
         getAssetCurrency().touchItem(this);
 
         /* touch infoSet items */
         theInfoSet.touchUnderlyingItems();
     }
 
     @Override
     public void touchOnUpdate() {
         /* Touch parent */
         getParent().touchItem(this);
     }
 
     /**
      * Update base portfolio from an edited portfolio.
      *
      * @param pPortfolio the edited portfolio
      * @return whether changes have been made
      */
     @Override
     public boolean applyChanges(final PrometheusDataItem pPortfolio) {
         /* Can only update from a portfolio */
         if (!(pPortfolio instanceof MoneyWisePortfolio myPortfolio)) {
             return false;
         }
 
         /* Store the current detail into history */
         pushHistory();
 
         /* Apply basic changes */
         applyBasicChanges(myPortfolio);
 
         /* Check for changes */
         return checkForHistory();
     }
 
     @Override
     public void adjustMapForItem() {
         final MoneyWisePortfolioList myList = getList();
         final MoneyWisePortfolioDataMap myMap = myList.getDataMap();
         myMap.adjustForItem(this);
     }
 
     @Override
     public void removeItem() {
         theInfoSet.removeItems();
         super.removeItem();
     }
 
     /**
      * The Portfolio List class.
      */
     public static class MoneyWisePortfolioList
             extends MoneyWiseAssetBaseList<MoneyWisePortfolio> {
         /**
          * Report fields.
          */
         private static final MetisFieldSet<MoneyWisePortfolioList> FIELD_DEFS = MetisFieldSet.newFieldSet(MoneyWisePortfolioList.class);
 
         /*
          * FieldIds.
          */
         static {
             FIELD_DEFS.declareLocalField(MoneyWiseBasicResource.MONEYWISEDATA_HOLDINGSMAP, MoneyWisePortfolioList::getSecurityHoldingsMap);
         }
 
         /**
          * The PortfolioInfo List.
          */
         private MoneyWisePortfolioInfoList theInfoList;
 
         /**
          * The AccountInfoType list.
          */
         private MoneyWiseAccountInfoTypeList theInfoTypeList;
 
         /**
          * SecurityHoldings Map.
          */
         private MoneyWiseSecurityHoldingMapCtl theSecurityHoldings;
 
         /**
          * Construct an empty CORE Portfolio list.
          *
          * @param pData the DataSet for the list
          */
         public MoneyWisePortfolioList(final PrometheusDataSet pData) {
             super(pData, MoneyWisePortfolio.class, MoneyWiseBasicDataType.PORTFOLIO);
         }
 
         /**
          * Constructor for a cloned List.
          *
          * @param pSource the source List
          */
         protected MoneyWisePortfolioList(final MoneyWisePortfolioList pSource) {
             super(pSource);
         }
 
         @Override
         public MetisFieldSet<MoneyWisePortfolioList> getDataFieldSet() {
             return FIELD_DEFS;
         }
 
         @Override
         public String listName() {
             return LIST_NAME;
         }
 
         @Override
         public MetisFieldSetDef getItemFields() {
             return MoneyWisePortfolio.FIELD_DEFS;
         }
 
         @Override
         public MoneyWisePortfolioDataMap getDataMap() {
             return (MoneyWisePortfolioDataMap) super.getDataMap();
         }
 
         /**
          * Obtain the portfolioInfoList.
          *
          * @return the portfolio info list
          */
         public MoneyWisePortfolioInfoList getPortfolioInfo() {
             if (theInfoList == null) {
                 theInfoList = getDataSet().getDataList(MoneyWiseBasicDataType.PORTFOLIOINFO, MoneyWisePortfolioInfoList.class);
             }
             return theInfoList;
         }
 
         /**
          * Obtain the accountInfoTypeList.
          *
          * @return the account info type list
          */
         public MoneyWiseAccountInfoTypeList getActInfoTypes() {
             if (theInfoTypeList == null) {
                 theInfoTypeList = getEditSet() == null
                         ? getDataSet().getDataList(MoneyWiseStaticDataType.ACCOUNTINFOTYPE, MoneyWiseAccountInfoTypeList.class)
                         : getEditSet().getDataList(MoneyWiseStaticDataType.ACCOUNTINFOTYPE, MoneyWiseAccountInfoTypeList.class);
             }
             return theInfoTypeList;
         }
 
         /**
          * Obtain security holdings map.
          *
          * @return the holdings map
          */
         public MoneyWiseSecurityHoldingMapCtl getSecurityHoldingsMap() {
             if (theSecurityHoldings == null) {
                 final MoneyWiseSecurityHoldingMapGenerator myGenerator =
                         (MoneyWiseSecurityHoldingMapGenerator) getDataSet();
                 theSecurityHoldings = getEditSet() == null
                         ? myGenerator.newSecurityHoldingMap()
                         : myGenerator.newSecurityHoldingMap(getEditSet());
             }
             return theSecurityHoldings;
         }
 
         @Override
         protected MoneyWisePortfolioList getEmptyList(final PrometheusListStyle pStyle) {
             final MoneyWisePortfolioList myList = new MoneyWisePortfolioList(this);
             myList.setStyle(pStyle);
             return myList;
         }
 
         /**
          * Derive Edit list.
          *
          * @param pEditSet the editSet
          * @return the edit list
          * @throws OceanusException on error
          */
         public MoneyWisePortfolioList deriveEditList(final PrometheusEditSet pEditSet) throws OceanusException {
             /* Build an empty List */
             final MoneyWisePortfolioList myList = getEmptyList(PrometheusListStyle.EDIT);
             final MoneyWisePayeeList myPayees = pEditSet.getDataList(MoneyWiseBasicDataType.PAYEE, MoneyWisePayeeList.class);
             myList.ensureMap(myPayees);
             pEditSet.setEditEntryList(MoneyWiseBasicDataType.PORTFOLIO, myList);
             myList.getValidator().setEditSet(pEditSet);
 
             /* Store InfoType list */
             myList.theInfoTypeList = pEditSet.getDataList(MoneyWiseStaticDataType.ACCOUNTINFOTYPE, MoneyWiseAccountInfoTypeList.class);
 
             /* Create info List */
             final MoneyWisePortfolioInfoList myPortInfo = getPortfolioInfo();
             myList.theInfoList = myPortInfo.getEmptyList(PrometheusListStyle.EDIT);
             pEditSet.setEditEntryList(MoneyWiseBasicDataType.PORTFOLIOINFO, myList.theInfoList);
 
             /* Store the editSet */
             myList.setEditSet(pEditSet);
 
             /* Loop through the portfolios */
             final Iterator<MoneyWisePortfolio> myIterator = iterator();
             while (myIterator.hasNext()) {
                 final MoneyWisePortfolio myCurr = myIterator.next();
 
                 /* Ignore deleted portfolios */
                 if (myCurr.isDeleted()) {
                     continue;
                 }
 
                 /* Build the new linked portfolio and add it to the list */
                 final MoneyWisePortfolio myPortfolio = new MoneyWisePortfolio(myList, myCurr);
                 myList.add(myPortfolio);
                 myPortfolio.resolveEditSetLinks();
 
                 /* Adjust the map */
                 myPortfolio.adjustMapForItem();
             }
 
             /* Return the list */
             return myList;
         }
 
         @Override
         public void clear() {
             super.clear();
             if (theSecurityHoldings != null) {
                 theSecurityHoldings.clear();
             }
         }
 
         @Override
         public MoneyWisePortfolio 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);
         }
 
         /**
          * Add a new item to the core list.
          *
          * @param pPortfolio item
          * @return the newly added item
          */
         @Override
         public MoneyWisePortfolio addCopyItem(final PrometheusDataItem pPortfolio) {
             /* Can only clone a Portfolio */
             if (!(pPortfolio instanceof MoneyWisePortfolio)) {
                 throw new UnsupportedOperationException();
             }
 
             final MoneyWisePortfolio myPortfolio = new MoneyWisePortfolio(this, (MoneyWisePortfolio) pPortfolio);
             add(myPortfolio);
             return myPortfolio;
         }
 
         /**
          * Add a new item to the edit list.
          *
          * @return the new item
          */
         @Override
         public MoneyWisePortfolio addNewItem() {
             final MoneyWisePortfolio myPortfolio = new MoneyWisePortfolio(this);
             add(myPortfolio);
             return myPortfolio;
         }
 
         /**
          * Obtain the first portfolio for the specified class.
          *
          * @param pClass the portfolio class
          * @return the portfolio
          */
         public MoneyWisePortfolio getSingularClass(final MoneyWisePortfolioClass pClass) {
             /* Lookup in the map */
             return getDataMap().findSingularItem(pClass);
         }
 
         @Override
         public MoneyWisePortfolio addValuesItem(final PrometheusDataValues pValues) throws OceanusException {
             /* Create the portfolio */
             final MoneyWisePortfolio myPortfolio = new MoneyWisePortfolio(this, pValues);
 
             /* Check that this PortfolioId has not been previously added */
             if (!isIdUnique(myPortfolio.getIndexedId())) {
                 myPortfolio.addError(ERROR_DUPLICATE, MetisDataResource.DATA_ID);
                 throw new MoneyWiseDataException(myPortfolio, ERROR_VALIDATION);
             }
 
             /* Add to the list */
             add(myPortfolio);
 
             /* 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(myPortfolio);
                     theInfoList.addValuesItem(myValues);
                 }
             }
 
             /* Return it */
             return myPortfolio;
         }
 
         /**
          * Ensure Map based on the payee list.
          *
          * @param pPayees the payee list
          */
         private void ensureMap(final MoneyWisePayeeList pPayees) {
             setDataMap(new MoneyWisePortfolioDataMap(pPayees));
         }
 
         @Override
         protected MoneyWisePortfolioDataMap allocateDataMap() {
             return new MoneyWisePortfolioDataMap(getDataSet().getDataList(MoneyWiseBasicDataType.PAYEE, MoneyWisePayeeList.class));
         }
 
         @Override
         public void postProcessOnLoad() throws OceanusException {
             /* Resolve links and sort the data */
             super.resolveDataSetLinks();
             reSort();
         }
     }
 
     /**
      * The dataMap class.
      */
     public static class MoneyWisePortfolioDataMap
             implements PrometheusDataMapItem, MetisFieldItem {
         /**
          * Report fields.
          */
         private static final MetisFieldSet<MoneyWisePortfolioDataMap> FIELD_DEFS = MetisFieldSet.newFieldSet(MoneyWisePortfolioDataMap.class);
 
         /*
          * UnderlyingMap Field Id.
          */
         static {
             FIELD_DEFS.declareLocalField(MoneyWiseBasicResource.MONEYWISEDATA_MAP_UNDERLYING, MoneyWisePortfolioDataMap::getUnderlyingMap);
             FIELD_DEFS.declareLocalField(MoneyWiseBasicResource.MONEYWISEDATA_MAP_SINGULARMAP, MoneyWisePortfolioDataMap::getPortfolioMap);
             FIELD_DEFS.declareLocalField(MoneyWiseBasicResource.MONEYWISEDATA_MAP_SINGULARCOUNTS, MoneyWisePortfolioDataMap::getPortfolioCountMap);
         }
 
         /**
          * The assetMap.
          */
         private final MoneyWiseAssetDataMap theUnderlyingMap;
 
         /**
          * Map of category counts.
          */
         private final Map<Integer, Integer> thePortfolioCountMap;
 
         /**
          * Map of singular categories.
          */
         private final Map<Integer, MoneyWisePortfolio> thePortfolioMap;
 
         /**
          * Constructor.
          *
          * @param pPayees the payee list
          */
         protected MoneyWisePortfolioDataMap(final MoneyWisePayeeList pPayees) {
             /* Access underlying nameMap */
             theUnderlyingMap = pPayees.getDataMap().getUnderlyingMap();
 
             /* Create the maps */
             thePortfolioCountMap = new HashMap<>();
             thePortfolioMap = new HashMap<>();
         }
 
         @Override
         public MetisFieldSet<MoneyWisePortfolioDataMap> 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;
         }
 
         /**
          * Obtain the underlying map.
          *
          * @return the underlying map
          */
         private Map<Integer, MoneyWisePortfolio> getPortfolioMap() {
             return thePortfolioMap;
         }
 
         /**
          * Obtain the underlying map.
          *
          * @return the underlying map
          */
         private Map<Integer, Integer> getPortfolioCountMap() {
             return thePortfolioCountMap;
         }
 
         @Override
         public void resetMap() {
             thePortfolioCountMap.clear();
             thePortfolioMap.clear();
         }
 
         @Override
         public void adjustForItem(final PrometheusDataItem pItem) {
             /* If the class is singular */
             final MoneyWisePortfolio myItem = (MoneyWisePortfolio) pItem;
             final MoneyWisePortfolioClass myClass = myItem.getCategoryClass();
             if (myClass.isSingular()) {
                 /* Adjust category count */
                 final Integer myId = myClass.getClassId();
                 final Integer myCount = thePortfolioCountMap.get(myId);
                 if (myCount == null) {
                     thePortfolioCountMap.put(myId, PrometheusDataInstanceMap.ONE);
                 } else {
                     thePortfolioCountMap.put(myId, myCount + 1);
                 }
 
                 /* Adjust portfolio map */
                 thePortfolioMap.put(myId, myItem);
             }
 
             /* Adjust name count */
             theUnderlyingMap.adjustForItem(pItem);
         }
 
         /**
          * find item by name.
          *
          * @param pName the name to look up
          * @return the matching item
          */
         public MoneyWisePortfolio findItemByName(final String pName) {
             final MoneyWiseAssetBase myAsset = theUnderlyingMap.findAssetByName(pName);
             return myAsset instanceof MoneyWisePortfolio myPortfolio
                     ? myPortfolio
                     : 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);
         }
 
         /**
          * find singular item.
          *
          * @param pClass the class to look up
          * @return the matching item
          */
         public MoneyWisePortfolio findSingularItem(final MoneyWisePortfolioClass pClass) {
             return thePortfolioMap.get(pClass.getClassId());
         }
 
         /**
          * Check validity of singular count.
          *
          * @param pClass the class to look up
          * @return true/false
          */
         public boolean validSingularCount(final MoneyWisePortfolioClass pClass) {
             final Integer myResult = thePortfolioCountMap.get(pClass.getClassId());
             return PrometheusDataInstanceMap.ONE.equals(myResult);
         }
     }
 }