/*
    * 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.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.MoneyWisePortfolio.MoneyWisePortfolioList;
  import io.github.tonywasher.joceanus.moneywise.data.basic.MoneyWiseSecurityHolding.MoneyWiseSecurityHoldingMap;
  import io.github.tonywasher.joceanus.moneywise.data.basic.MoneyWiseSecurityInfo.MoneyWiseSecurityInfoList;
  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.MoneyWiseSecurityClass;
  import io.github.tonywasher.joceanus.moneywise.data.statics.MoneyWiseSecurityType;
  import io.github.tonywasher.joceanus.moneywise.data.statics.MoneyWiseSecurityType.MoneyWiseSecurityTypeList;
  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.decimal.OceanusPrice;
  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.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.HashMap;
  import java.util.Iterator;
  import java.util.Map;
  
  /**
   * Security class.
   */
  public class MoneyWiseSecurity
          extends MoneyWiseAssetBase
          implements PrometheusInfoSetItem {
      /**
       * Object name.
       */
      public static final String OBJECT_NAME = MoneyWiseBasicDataType.SECURITY.getItemName();
  
      /**
       * List name.
       */
      public static final String LIST_NAME = MoneyWiseBasicDataType.SECURITY.getListName();
  
      /**
       * Local Report fields.
       */
      private static final MetisFieldVersionedSet<MoneyWiseSecurity> FIELD_DEFS = MetisFieldVersionedSet.newVersionedFieldSet(MoneyWiseSecurity.class);
  
      /*
       * FieldIds.
       */
      static {
          FIELD_DEFS.declareLocalField(PrometheusDataResource.DATAINFOSET_NAME, MoneyWiseSecurity::getInfoSet);
          FIELD_DEFS.buildFieldMap(MoneyWiseAccountInfoClass.class, MoneyWiseSecurity::getFieldValue);
      }
  
      /**
       * Do we have an InfoSet.
       */
      private final boolean hasInfoSet;
  
      /**
       * Should we use infoSet for DataState etc.
       */
      private final boolean useInfoSet;
  
      /**
       * SecurityInfoSet.
       */
     private final MoneyWiseSecurityInfoSet theInfoSet;
 
     /**
      * Copy Constructor.
      *
      * @param pList     the list
      * @param pSecurity The Security to copy
      */
     protected MoneyWiseSecurity(final MoneyWiseSecurityList pList,
                                 final MoneyWiseSecurity pSecurity) {
         /* Set standard values */
         super(pList, pSecurity);
 
         /* switch on list type */
         switch (getList().getStyle()) {
             case EDIT:
                 theInfoSet = new MoneyWiseSecurityInfoSet(this, pList.getActInfoTypes(), pList.getSecurityInfo());
                 theInfoSet.cloneDataInfoSet(pSecurity.getInfoSet());
                 hasInfoSet = true;
                 useInfoSet = true;
                 break;
             case CLONE, CORE:
                 theInfoSet = new MoneyWiseSecurityInfoSet(this, pList.getActInfoTypes(), pList.getSecurityInfo());
                 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 MoneyWiseSecurity(final MoneyWiseSecurityList pList,
                               final PrometheusDataValues pValues) throws OceanusException {
         /* Initialise the item */
         super(pList, pValues);
 
         /* Create the InfoSet */
         theInfoSet = new MoneyWiseSecurityInfoSet(this, pList.getActInfoTypes(), pList.getSecurityInfo());
         hasInfoSet = true;
         useInfoSet = false;
     }
 
     /**
      * Edit Constructor.
      *
      * @param pList the list
      */
     public MoneyWiseSecurity(final MoneyWiseSecurityList pList) {
         super(pList);
 
         /* Build InfoSet */
         theInfoSet = new MoneyWiseSecurityInfoSet(this, pList.getActInfoTypes(), pList.getSecurityInfo());
         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.SECURITY, getIndexedId());
     }
 
     @Override
     public MoneyWiseSecurityInfoSet 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 Notes.
      *
      * @return the notes
      */
     public char[] getNotes() {
         return hasInfoSet
                 ? theInfoSet.getValue(MoneyWiseAccountInfoClass.NOTES, char[].class)
                 : null;
     }
 
     /**
      * Obtain Symbol.
      *
      * @return the symbol
      */
     public String getSymbol() {
         return hasInfoSet
                 ? theInfoSet.getValue(MoneyWiseAccountInfoClass.SYMBOL, String.class)
                 : null;
     }
 
     /**
      * Obtain Region.
      *
      * @return the region
      */
     public MoneyWiseRegion getRegion() {
         return hasInfoSet
                 ? theInfoSet.getRegion(MoneyWiseAccountInfoClass.REGION)
                 : null;
     }
 
     /**
      * Obtain UnderlyingStock.
      *
      * @return the stock
      */
     public MoneyWiseSecurity getUnderlyingStock() {
         return hasInfoSet
                 ? theInfoSet.getSecurity(MoneyWiseAccountInfoClass.UNDERLYINGSTOCK)
                 : null;
     }
 
     /**
      * Obtain OptionPrice.
      *
      * @return the price
      */
     public OceanusPrice getOptionPrice() {
         return hasInfoSet
                 ? theInfoSet.getValue(MoneyWiseAccountInfoClass.OPTIONPRICE, OceanusPrice.class)
                 : null;
     }
 
     @Override
     public MoneyWiseSecurityType getCategory() {
         return getValues().getValue(MoneyWiseBasicResource.CATEGORY_NAME, MoneyWiseSecurityType.class);
     }
 
     /**
      * Obtain CategoryId.
      *
      * @return the categoryId
      */
     public Integer getCategoryId() {
         final MoneyWiseSecurityType myType = getCategory();
         return myType == null
                 ? null
                 : myType.getIndexedId();
     }
 
     /**
      * Obtain CategoryName.
      *
      * @return the categoryName
      */
     public String getCategoryName() {
         final MoneyWiseSecurityType myType = getCategory();
         return myType == null
                 ? null
                 : myType.getName();
     }
 
     /**
      * Obtain SecurityClass.
      *
      * @return the securityClass
      */
     public MoneyWiseSecurityClass getCategoryClass() {
         final MoneyWiseSecurityType myType = getCategory();
         return myType == null
                 ? null
                 : myType.getSecurityClass();
     }
 
     @Override
     public boolean isForeign() {
         final MoneyWiseCurrency myDefault = getDataSet().getReportingCurrency();
         return !myDefault.equals(getAssetCurrency());
     }
 
     @Override
     public MoneyWiseSecurity getBase() {
         return (MoneyWiseSecurity) super.getBase();
     }
 
     @Override
     public MoneyWiseSecurityList getList() {
         return (MoneyWiseSecurityList) 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 = MoneyWiseSecurityInfoSet.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 security the required class.
      *
      * @param pClass the required security class.
      * @return true/false
      */
     public boolean isSecurityClass(final MoneyWiseSecurityClass pClass) {
         /* Check for match */
         return getCategoryClass() == pClass;
     }
 
     @Override
     public boolean isShares() {
         return isSecurityClass(MoneyWiseSecurityClass.SHARES);
     }
 
     @Override
     public boolean isCapital() {
         return switch (getCategoryClass()) {
             case INCOMEUNITTRUST, GROWTHUNITTRUST, LIFEBOND, SHARES -> true;
             default -> false;
         };
     }
 
     @Override
     public void deRegister() {
         final PrometheusEditSet myEditSet = getList().getEditSet();
         final MoneyWisePortfolioList myPortfolios = myEditSet == null
                 ? getDataSet().getPortfolios()
                 : myEditSet.getDataList(MoneyWiseBasicDataType.PORTFOLIO, MoneyWisePortfolioList.class);
         final MoneyWiseSecurityHoldingMap myMap = myPortfolios.getSecurityHoldingsMap();
         myMap.deRegister(this);
     }
 
     /**
      * 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 MoneyWiseSecurity myThat = (MoneyWiseSecurity) 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.getSecurityTypes());
         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(MoneyWiseStaticDataType.SECURITYTYPE)) {
             resolveDataLink(MoneyWiseBasicResource.CATEGORY_NAME, myEditSet.getDataList(MoneyWiseStaticDataType.SECURITYTYPE, MoneyWiseSecurityTypeList.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 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 symbol.
      *
      * @param pSymbol the symbol
      * @throws OceanusException on error
      */
     public void setSymbol(final String pSymbol) throws OceanusException {
         setInfoSetValue(MoneyWiseAccountInfoClass.SYMBOL, pSymbol);
     }
 
     /**
      * Set a new region.
      *
      * @param pRegion the new region
      * @throws OceanusException on error
      */
     public void setRegion(final MoneyWiseRegion pRegion) throws OceanusException {
         setInfoSetValue(MoneyWiseAccountInfoClass.REGION, pRegion);
     }
 
     /**
      * Set a new underlying stock.
      *
      * @param pStock the new stock
      * @throws OceanusException on error
      */
     public void setUnderlyingStock(final MoneyWiseSecurity pStock) throws OceanusException {
         setInfoSetValue(MoneyWiseAccountInfoClass.UNDERLYINGSTOCK, pStock);
     }
 
     /**
      * Set a new option price.
      *
      * @param pPrice the new price
      * @throws OceanusException on error
      */
     public void setOptionPrice(final OceanusPrice pPrice) throws OceanusException {
         setInfoSetValue(MoneyWiseAccountInfoClass.OPTIONPRICE, pPrice);
     }
 
     /**
      * 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 */
         if (MoneyWiseTransCategoryClass.DIVIDEND.equals(pCategory.getCategoryTypeClass())) {
             final MoneyWiseTransCategoryList myCategories = getDataSet().getTransCategories();
             if (isForeign()) {
                 return myCategories.getSingularClass(MoneyWiseTransCategoryClass.FOREIGNDIVIDEND);
             }
             return myCategories.getSingularClass(getCategoryClass().isUnitTrust()
                     ? MoneyWiseTransCategoryClass.UNITTRUSTDIVIDEND
                     : MoneyWiseTransCategoryClass.SHAREDIVIDEND);
         }
         return pCategory;
     }
 
     @Override
     public void touchUnderlyingItems() {
         /* touch the security type, currency and parent */
         getCategory().touchItem(this);
         getAssetCurrency().touchItem(this);
         getParent().touchItem(this);
 
         /* touch infoSet items */
         theInfoSet.touchUnderlyingItems();
     }
 
     @Override
     public void touchOnUpdate() {
         /* Reset touches from update set */
         clearTouches(MoneyWiseBasicDataType.SECURITYPRICE);
 
         /* Touch parent */
         getParent().touchItem(this);
     }
 
     /**
      * Update base security from an edited security.
      *
      * @param pSecurity the edited security
      * @return whether changes have been made
      */
     @Override
     public boolean applyChanges(final PrometheusDataItem pSecurity) {
         /* Can only update from a security */
         if (!(pSecurity instanceof MoneyWiseSecurity mySecurity)) {
             return false;
         }
 
         /* Store the current detail into history */
         pushHistory();
 
         /* Apply basic changes */
         applyBasicChanges(mySecurity);
 
         /* Check for changes */
         return checkForHistory();
     }
 
     @Override
     public void adjustMapForItem() {
         final MoneyWiseSecurityList myList = getList();
         final MoneyWiseSecurityDataMap myMap = myList.getDataMap();
         myMap.adjustForItem(this);
     }
 
     @Override
     public void removeItem() {
         theInfoSet.removeItems();
         super.removeItem();
     }
 
     /**
      * The Security List class.
      */
     public static class MoneyWiseSecurityList
             extends MoneyWiseAssetBaseList<MoneyWiseSecurity> {
         /**
          * Report fields.
          */
         private static final MetisFieldSet<MoneyWiseSecurityList> FIELD_DEFS = MetisFieldSet.newFieldSet(MoneyWiseSecurityList.class);
 
         /**
          * The SecurityInfo List.
          */
         private MoneyWiseSecurityInfoList theInfoList;
 
         /**
          * The AccountInfoType list.
          */
         private MoneyWiseAccountInfoTypeList theInfoTypeList;
 
         /**
          * Construct an empty CORE Security list.
          *
          * @param pData the DataSet for the list
          */
         public MoneyWiseSecurityList(final MoneyWiseDataSet pData) {
             super(pData, MoneyWiseSecurity.class, MoneyWiseBasicDataType.SECURITY);
         }
 
         /**
          * Constructor for a cloned List.
          *
          * @param pSource the source List
          */
         protected MoneyWiseSecurityList(final MoneyWiseSecurityList pSource) {
             super(pSource);
         }
 
         @Override
         public MetisFieldSet<MoneyWiseSecurityList> getDataFieldSet() {
             return FIELD_DEFS;
         }
 
         @Override
         public String listName() {
             return LIST_NAME;
         }
 
         @Override
         public MetisFieldSetDef getItemFields() {
             return MoneyWiseSecurity.FIELD_DEFS;
         }
 
         @Override
         public MoneyWiseSecurityDataMap getDataMap() {
             return (MoneyWiseSecurityDataMap) super.getDataMap();
         }
 
         /**
          * Obtain the securityInfoList.
          *
          * @return the security info list
          */
         public MoneyWiseSecurityInfoList getSecurityInfo() {
             if (theInfoList == null) {
                 theInfoList = getDataSet().getSecurityInfo();
             }
             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 MoneyWiseSecurityList getEmptyList(final PrometheusListStyle pStyle) {
             final MoneyWiseSecurityList myList = new MoneyWiseSecurityList(this);
             myList.setStyle(pStyle);
             return myList;
         }
 
         /**
          * Derive Edit list.
          *
          * @param pEditSet the editSet
          * @return the edit list
          * @throws OceanusException on error
          */
         public MoneyWiseSecurityList deriveEditList(final PrometheusEditSet pEditSet) throws OceanusException {
             /* Build an empty List */
             final MoneyWiseSecurityList myList = getEmptyList(PrometheusListStyle.EDIT);
             myList.ensureMap();
             pEditSet.setEditEntryList(MoneyWiseBasicDataType.SECURITY, myList);
             myList.getValidator().setEditSet(pEditSet);
 
             /* Store InfoType list */
             myList.theInfoTypeList = pEditSet.getDataList(MoneyWiseStaticDataType.ACCOUNTINFOTYPE, MoneyWiseAccountInfoTypeList.class);
 
             /* Create info List */
             final MoneyWiseSecurityInfoList mySecInfo = getSecurityInfo();
             myList.theInfoList = mySecInfo.getEmptyList(PrometheusListStyle.EDIT);
             pEditSet.setEditEntryList(MoneyWiseBasicDataType.SECURITYINFO, myList.theInfoList);
 
             /* Store the editSet */
             myList.setEditSet(pEditSet);
 
             /* Loop through the securities */
             final Iterator<MoneyWiseSecurity> myIterator = iterator();
             while (myIterator.hasNext()) {
                 final MoneyWiseSecurity myCurr = myIterator.next();
 
                 /* Ignore deleted securities */
                 if (myCurr.isDeleted()) {
                     continue;
                 }
 
                 /* Build the new linked security and add it to the list */
                 final MoneyWiseSecurity mySecurity = new MoneyWiseSecurity(myList, myCurr);
                 myList.add(mySecurity);
                 mySecurity.resolveEditSetLinks();
 
                 /* Adjust the map */
                 mySecurity.adjustMapForItem();
             }
 
             /* Return the list */
             return myList;
         }
 
         @Override
         public MoneyWiseSecurity findItemByName(final String pName) {
             /* look up the name in the map */
             return getDataMap().findItemByName(pName);
         }
 
         @Override
         public boolean checkAvailableName(final String pName) {
             /* check availability */
             return findItemByName(pName) == null;
         }
 
         @Override
         public boolean validNameCount(final String pName) {
             /* check availability in map */
             return getDataMap().validNameCount(pName);
         }
 
         /**
          * Find the item that uses the symbol.
          *
          * @param pSymbol the symbol to lookup
          * @return the item (or null)
          */
         public MoneyWiseSecurity findItemBySymbol(final String pSymbol) {
             /* look up the symbol in the map */
             return getDataMap().findItemBySymbol(pSymbol);
         }
 
         /**
          * check that symbol is unique.
          *
          * @param pSymbol the symbol
          * @return true/false
          */
         public boolean validSymbolCount(final String pSymbol) {
             /* check availability in map */
             return getDataMap().validSymbolCount(pSymbol);
         }
 
         /**
          * Add a new item to the core list.
          *
          * @param pSecurity item
          * @return the newly added item
          */
         @Override
         public MoneyWiseSecurity addCopyItem(final PrometheusDataItem pSecurity) {
             /* Can only clone a Security */
             if (!(pSecurity instanceof MoneyWiseSecurity)) {
                 throw new UnsupportedOperationException();
             }
 
             final MoneyWiseSecurity mySecurity = new MoneyWiseSecurity(this, (MoneyWiseSecurity) pSecurity);
             add(mySecurity);
             return mySecurity;
         }
 
         /**
          * Add a new item to the edit list.
          *
          * @return the new item
          */
         @Override
         public MoneyWiseSecurity addNewItem() {
             final MoneyWiseSecurity mySecurity = new MoneyWiseSecurity(this);
             add(mySecurity);
             return mySecurity;
         }
 
         /**
          * Obtain the first security for the specified class.
          *
          * @param pClass the security class
          * @return the security
          */
         public MoneyWiseSecurity getSingularClass(final MoneyWiseSecurityClass pClass) {
             /* Lookup in the map */
             return getDataMap().findSingularItem(pClass);
         }
 
         @Override
         public MoneyWiseSecurity addValuesItem(final PrometheusDataValues pValues) throws OceanusException {
             /* Create the security */
             final MoneyWiseSecurity mySecurity = new MoneyWiseSecurity(this, pValues);
 
             /* Check that this SecurityId has not been previously added */
             if (!isIdUnique(mySecurity.getIndexedId())) {
                 mySecurity.addError(ERROR_DUPLICATE, MetisDataResource.DATA_ID);
                 throw new MoneyWiseDataException(mySecurity, ERROR_VALIDATION);
             }
 
             /* Add to the list */
             add(mySecurity);
 
             /* 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(mySecurity);
                     theInfoList.addValuesItem(myValues);
                 }
             }
 
             /* Return it */
             return mySecurity;
         }
 
         @Override
         protected MoneyWiseSecurityDataMap allocateDataMap() {
             return new MoneyWiseSecurityDataMap();
         }
 
         @Override
         public void postProcessOnLoad() throws OceanusException {
             /* Resolve links and sort the data */
             super.resolveDataSetLinks();
             reSort();
         }
     }
 
     /**
      * The dataMap class.
      */
     public static class MoneyWiseSecurityDataMap
             extends PrometheusDataInstanceMap<MoneyWiseSecurity, String> {
         /**
          * Report fields.
          */
         private static final MetisFieldSet<MoneyWiseSecurityDataMap> FIELD_DEFS = MetisFieldSet.newFieldSet(MoneyWiseSecurityDataMap.class);
 
         /*
          * Declare Fields.
          */
         static {
             FIELD_DEFS.declareLocalField(MoneyWiseBasicResource.MONEYWISEDATA_MAP_SINGULARMAP, MoneyWiseSecurityDataMap::getSingularMap);
             FIELD_DEFS.declareLocalField(MoneyWiseBasicResource.MONEYWISEDATA_MAP_SINGULARCOUNTS, MoneyWiseSecurityDataMap::getSingularCountMap);
             FIELD_DEFS.declareLocalField(MoneyWiseBasicResource.SECURITY_SYMBOLMAP, MoneyWiseSecurityDataMap::getSymbolMap);
             FIELD_DEFS.declareLocalField(MoneyWiseBasicResource.SECURITY_SYMBOLCOUNTMAP, MoneyWiseSecurityDataMap::getSymbolCountMap);
         }
 
         /**
          * Map of symbol counts.
          */
         private final Map<String, Integer> theSymbolCountMap;
 
         /**
          * Map of symbols.
          */
         private final Map<String, MoneyWiseSecurity> theSymbolMap;
 
         /**
          * Map of category counts.
          */
         private final Map<Integer, Integer> theSecurityCountMap;
 
         /**
          * Map of singular categories.
          */
         private final Map<Integer, MoneyWiseSecurity> theSecurityMap;
 
         /**
          * Constructor.
          */
         public MoneyWiseSecurityDataMap() {
             /* Create the maps */
             theSecurityCountMap = new HashMap<>();
             theSecurityMap = new HashMap<>();
             theSymbolCountMap = new HashMap<>();
             theSymbolMap = new HashMap<>();
         }
 
         @Override
         public MetisFieldSet<MoneyWiseSecurityDataMap> getDataFieldSet() {
             return FIELD_DEFS;
         }
 
         @Override
         public String formatObject(final OceanusDataFormatter pFormatter) {
             return FIELD_DEFS.getName();
         }
 
         /**
          * Obtain the securityMap.
          *
          * @return the map
          */
         private Map<Integer, MoneyWiseSecurity> getSingularMap() {
             return theSecurityMap;
         }
 
         /**
          * Obtain the securityCountMap.
          *
          * @return the map
          */
         private Map<Integer, Integer> getSingularCountMap() {
             return theSecurityCountMap;
         }
 
         /**
          * Obtain the keyMap.
          *
          * @return the map
          */
         private Map<String, MoneyWiseSecurity> getSymbolMap() {
             return theSymbolMap;
         }
 
         /**
          * Obtain the keyCountMap.
          *
          * @return the map
          */
         private Map<String, Integer> getSymbolCountMap() {
             return theSymbolCountMap;
         }
 
         @Override
         public void resetMap() {
             super.resetMap();
             theSecurityCountMap.clear();
             theSecurityMap.clear();
             theSymbolCountMap.clear();
             theSymbolMap.clear();
         }
 
         @Override
         public void adjustForItem(final PrometheusDataItem pItem) {
             /* If the class is singular */
             final MoneyWiseSecurity myItem = (MoneyWiseSecurity) pItem;
             final MoneyWiseSecurityClass myClass = myItem.getCategoryClass();
             if (myClass.isSingular()) {
                 /* Adjust category count */
                 final Integer myId = myClass.getClassId();
                 final Integer myCount = theSecurityCountMap.get(myId);
                 if (myCount == null) {
                     theSecurityCountMap.put(myId, ONE);
                 } else {
                     theSecurityCountMap.put(myId, myCount + 1);
                 }
 
                 /* Adjust security map */
                 theSecurityMap.put(myId, myItem);
             }
 
             /* Adjust symbol count */
             if (myClass.needsSymbol()) {
                 final String mySymbol = myItem.getSymbol();
                 final Integer myCount = theSymbolCountMap.get(mySymbol);
                 if (myCount == null) {
                     theSymbolCountMap.put(mySymbol, ONE);
                 } else {
                     theSymbolCountMap.put(mySymbol, myCount + 1);
                 }
 
                 /* Adjust symbol map */
                 theSymbolMap.put(mySymbol, myItem);
             }
 
             /* Adjust name count */
             adjustForItem(myItem, myItem.getName());
         }
 
         /**
          * find item by symbol.
          *
          * @param pSymbol the symbol to look up
          * @return the matching item
          */
         public MoneyWiseSecurity findItemBySymbol(final String pSymbol) {
             return theSymbolMap.get(pSymbol);
         }
 
         /**
          * find item by name.
          *
          * @param pName the name to look up
          * @return the matching item
          */
         public MoneyWiseSecurity findItemByName(final String pName) {
             return findItemByKey(pName);
         }
 
         /**
          * Check validity of symbol count.
          *
          * @param pSymbol the symbol to look up
          * @return true/false
          */
         public boolean validSymbolCount(final String pSymbol) {
             final Integer myResult = theSymbolCountMap.get(pSymbol);
             return ONE.equals(myResult);
         }
 
         /**
          * Check validity of name.
          *
          * @param pName the name to look up
          * @return true/false
          */
         public boolean validNameCount(final String pName) {
             return validKeyCount(pName);
         }
 
         /**
          * Check availability of name.
          *
          * @param pName the key to look up
          * @return true/false
          */
         public boolean availableName(final String pName) {
             return availableKey(pName);
         }
 
         /**
          * find singular item.
          *
          * @param pClass the class to look up
          * @return the matching item
          */
         public MoneyWiseSecurity findSingularItem(final MoneyWiseSecurityClass pClass) {
             return theSecurityMap.get(pClass.getClassId());
         }
 
         /**
          * Check validity of singular count.
          *
          * @param pClass the class to look up
          * @return true/false
          */
         public boolean validSingularCount(final MoneyWiseSecurityClass pClass) {
             final Integer myResult = theSecurityCountMap.get(pClass.getClassId());
             return ONE.equals(myResult);
         }
     }
 }