/*
    * 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.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.MetisDataItem.MetisDataFieldId;
  import io.github.tonywasher.joceanus.metis.field.MetisFieldSet;
  import io.github.tonywasher.joceanus.moneywise.data.basic.MoneyWiseCash.MoneyWiseCashList;
  import io.github.tonywasher.joceanus.moneywise.data.basic.MoneyWiseDataValidator.MoneyWiseDataValidatorTrans;
  import io.github.tonywasher.joceanus.moneywise.data.basic.MoneyWiseDeposit.MoneyWiseDepositList;
  import io.github.tonywasher.joceanus.moneywise.data.basic.MoneyWiseLoan.MoneyWiseLoanList;
  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.statics.MoneyWiseTransCategoryClass;
  import io.github.tonywasher.joceanus.moneywise.exc.MoneyWiseDataException;
  import io.github.tonywasher.joceanus.prometheus.data.PrometheusDataItem;
  import io.github.tonywasher.joceanus.prometheus.data.PrometheusDataList.PrometheusDataListSet;
  import io.github.tonywasher.joceanus.prometheus.data.PrometheusDataResource;
  import io.github.tonywasher.joceanus.prometheus.data.PrometheusDataValues;
  import io.github.tonywasher.joceanus.prometheus.data.PrometheusEncryptedDataItem;
  import io.github.tonywasher.joceanus.prometheus.data.PrometheusEncryptedFieldSet;
  import io.github.tonywasher.joceanus.prometheus.data.PrometheusEncryptedPair;
  import io.github.tonywasher.joceanus.prometheus.data.PrometheusEncryptedValues;
  
  /**
   * Transaction data type.
   *
   * @author Tony Washer
   */
  public abstract class MoneyWiseTransBase
          extends PrometheusEncryptedDataItem {
      /**
       * Object name.
       */
      public static final String OBJECT_NAME = MoneyWiseTransBase.class.getSimpleName();
  
      /**
       * Blank character.
       */
      private static final char CHAR_BLANK = ' ';
  
      /**
       * Local Report fields.
       */
      private static final PrometheusEncryptedFieldSet<MoneyWiseTransBase> FIELD_DEFS = PrometheusEncryptedFieldSet.newEncryptedFieldSet(MoneyWiseTransBase.class);
  
      /*
       * FieldIds.
       */
      static {
          FIELD_DEFS.declareLinkField(MoneyWiseBasicResource.TRANSACTION_ACCOUNT);
          FIELD_DEFS.declareEnumField(MoneyWiseBasicResource.TRANSACTION_DIRECTION);
          FIELD_DEFS.declareLinkField(MoneyWiseBasicResource.TRANSACTION_PARTNER);
          FIELD_DEFS.declareEncryptedMoneyField(MoneyWiseBasicResource.TRANSACTION_AMOUNT);
          FIELD_DEFS.declareLinkField(MoneyWiseBasicDataType.TRANSCATEGORY);
          FIELD_DEFS.declareBooleanField(MoneyWiseBasicResource.TRANSACTION_RECONCILED);
      }
  
      /**
       * Invalid Debit/Credit/Category Combination Error Text.
       */
      public static final String ERROR_COMBO = MoneyWiseBasicResource.TRANSACTION_ERROR_ASSETPAIR.getValue();
  
      /**
       * Zero Amount Error Text.
       */
      protected static final String ERROR_ZEROAMOUNT = MoneyWiseBasicResource.TRANSACTION_ERROR_ZERO.getValue();
  
      /**
       * Currency Error Text.
       */
      public static final String ERROR_CURRENCY = MoneyWiseBasicResource.MONEYWISEDATA_ERROR_CURRENCY.getValue();
  
      /**
       * Copy Constructor.
       *
       * @param pList  the event list
       * @param pTrans The Transaction to copy
       */
      protected MoneyWiseTransBase(final MoneyWiseTransBaseList<?> pList,
                                   final MoneyWiseTransBase pTrans) {
         /* Set standard values */
         super(pList, pTrans);
     }
 
     /**
      * Edit constructor.
      *
      * @param pList the list
      */
     protected MoneyWiseTransBase(final MoneyWiseTransBaseList<?> pList) {
         super(pList, 0);
         setNextDataKeySet();
         setValueReconciled(Boolean.FALSE);
     }
 
     /**
      * Values constructor.
      *
      * @param pList   the List to add to
      * @param pValues the values constructor
      * @throws OceanusException on error
      */
     protected MoneyWiseTransBase(final MoneyWiseTransBaseList<?> pList,
                                  final PrometheusDataValues pValues) throws OceanusException {
         /* Initialise the item */
         super(pList, pValues);
 
         /* Access formatter */
         final OceanusDataFormatter myFormatter = getDataSet().getDataFormatter();
 
         /* Protect against exceptions */
         try {
             /* Store the AssetPair */
             Object myValue = pValues.getValue(MoneyWiseBasicResource.TRANSACTION_DIRECTION);
             if (myValue instanceof Boolean b) {
                 setValueDirection(b);
             } else if (myValue instanceof String s) {
                 setValueDirection(s);
             } else if (myValue instanceof MoneyWiseAssetDirection d) {
                 setValueDirection(d);
             }
 
             /* Store the Account */
             myValue = pValues.getValue(MoneyWiseBasicResource.TRANSACTION_ACCOUNT);
             if (myValue instanceof Long l) {
                 setValueAccount(l);
             } else if (myValue instanceof String s) {
                 setValueAccount(s);
             } else if (myValue instanceof MoneyWiseTransAsset a) {
                 setValueAccount(a);
             }
 
             /* Store the Partner */
             myValue = pValues.getValue(MoneyWiseBasicResource.TRANSACTION_PARTNER);
             if (myValue instanceof Long l) {
                 setValuePartner(l);
             } else if (myValue instanceof String s) {
                 setValuePartner(s);
             } else if (myValue instanceof MoneyWiseTransAsset a) {
                 setValuePartner(a);
             }
 
             /* Store the Category */
             myValue = pValues.getValue(MoneyWiseBasicDataType.TRANSCATEGORY);
             if (myValue instanceof Integer i) {
                 setValueCategory(i);
             } else if (myValue instanceof String s) {
                 setValueCategory(s);
             } else if (myValue instanceof MoneyWiseTransCategory c) {
                 setValueCategory(c);
             }
 
             /* Store the Amount */
             myValue = pValues.getValue(MoneyWiseBasicResource.TRANSACTION_AMOUNT);
             if (myValue instanceof OceanusMoney m) {
                 setValueAmount(m);
             } else if (myValue instanceof byte[] ba) {
                 setValueAmount(ba);
             } else if (myValue instanceof String myString) {
                 setValueAmount(myString);
                 setValueAmount(myFormatter.parseValue(myString, OceanusMoney.class));
             }
 
             /* Store the reconciled flag */
             myValue = pValues.getValue(MoneyWiseBasicResource.TRANSACTION_RECONCILED);
             if (myValue instanceof Boolean b) {
                 setValueReconciled(b);
             } else if (myValue instanceof String s) {
                 setValueReconciled(myFormatter.parseValue(s, Boolean.class));
             }
 
             /* Catch Exceptions */
         } catch (IllegalArgumentException
                  | OceanusException e) {
             /* Pass on exception */
             throw new MoneyWiseDataException(this, ERROR_CREATEITEM, e);
         }
     }
 
     @Override
     public boolean includeXmlField(final MetisDataFieldId pField) {
         /* Determine whether fields should be included */
         if (MoneyWiseBasicResource.TRANSACTION_DIRECTION.equals(pField)) {
             return true;
         }
         if (MoneyWiseBasicDataType.TRANSCATEGORY.equals(pField)) {
             return true;
         }
         if (MoneyWiseBasicResource.TRANSACTION_ACCOUNT.equals(pField)) {
             return true;
         }
         if (MoneyWiseBasicResource.TRANSACTION_PARTNER.equals(pField)) {
             return true;
         }
         if (MoneyWiseBasicResource.TRANSACTION_AMOUNT.equals(pField)) {
             return getAmount() != null;
         }
         if (MoneyWiseBasicResource.TRANSACTION_RECONCILED.equals(pField)) {
             return isReconciled();
         }
 
         /* Pass call on */
         return super.includeXmlField(pField);
     }
 
     @Override
     public String formatObject(final OceanusDataFormatter pFormatter) {
         return toString();
     }
 
     @Override
     public String toString() {
         /* Handle header */
         if (isHeader()) {
             return PrometheusDataResource.DATAITEM_HEADER.getValue();
         }
 
         /* Access Key Values */
         final PrometheusEncryptedValues myValues = getValues();
         final Object myAccount = myValues.getValue(MoneyWiseBasicResource.TRANSACTION_ACCOUNT);
         final Object myPartner = myValues.getValue(MoneyWiseBasicResource.TRANSACTION_PARTNER);
         final Object myDir = myValues.getValue(MoneyWiseBasicResource.TRANSACTION_DIRECTION);
         final Object myCategory = myValues.getValue(MoneyWiseBasicDataType.TRANSCATEGORY);
         final Object myAmount = myValues.getValue(MoneyWiseBasicResource.TRANSACTION_AMOUNT);
 
         /* Access formatter */
         final OceanusDataFormatter myFormatter = getDataSet().getDataFormatter();
 
         /* Create string builder */
         final StringBuilder myBuilder = new StringBuilder();
         myBuilder.append(myFormatter.formatObject(myCategory));
         myBuilder.append(CHAR_BLANK);
         myBuilder.append(myAmount == null
                 ? ""
                 : myFormatter.formatObject(myAmount));
         myBuilder.append(CHAR_BLANK);
         myBuilder.append(myFormatter.formatObject(myAccount));
         if (myDir == null) {
             myBuilder.append("??");
         } else {
             myBuilder.append(MoneyWiseAssetDirection.FROM.equals(myDir)
                     ? "<-"
                     : "->");
         }
         myBuilder.append(myFormatter.formatObject(myPartner));
 
         /* return it */
         return myBuilder.toString();
     }
 
     /**
      * Obtain category.
      *
      * @return the category
      */
     public final MoneyWiseTransCategory getCategory() {
         return getValues().getValue(MoneyWiseBasicDataType.TRANSCATEGORY, MoneyWiseTransCategory.class);
     }
 
     /**
      * Obtain CategoryId.
      *
      * @return the categoryId
      */
     public Integer getCategoryId() {
         final MoneyWiseTransCategory myCategory = getCategory();
         return myCategory == null
                 ? null
                 : myCategory.getIndexedId();
     }
 
     /**
      * Obtain categoryName.
      *
      * @return the categoryName
      */
     public String getCategoryName() {
         final MoneyWiseTransCategory myCategory = getCategory();
         return myCategory == null
                 ? null
                 : myCategory.getName();
     }
 
     /**
      * Obtain EventCategoryClass.
      *
      * @return the eventCategoryClass
      */
     public MoneyWiseTransCategoryClass getCategoryClass() {
         final MoneyWiseTransCategory myCategory = getCategory();
         return myCategory == null
                 ? null
                 : myCategory.getCategoryTypeClass();
     }
 
     /**
      * Obtain Amount.
      *
      * @return the amount
      */
     public OceanusMoney getAmount() {
         return getValues().getValue(MoneyWiseBasicResource.TRANSACTION_AMOUNT, OceanusMoney.class);
     }
 
     /**
      * Obtain Encrypted amount.
      *
      * @return the bytes
      */
     public byte[] getAmountBytes() {
         return getValues().getEncryptedBytes(MoneyWiseBasicResource.TRANSACTION_AMOUNT);
     }
 
     /**
      * Obtain Encrypted Amount Field.
      *
      * @return the Field
      */
     protected PrometheusEncryptedPair getAmountField() {
         return getValues().getEncryptedPair(MoneyWiseBasicResource.TRANSACTION_AMOUNT);
     }
 
     /**
      * Obtain Account asset.
      *
      * @return the account
      */
     public MoneyWiseTransAsset getAccount() {
         return getValues().getValue(MoneyWiseBasicResource.TRANSACTION_ACCOUNT, MoneyWiseTransAsset.class);
     }
 
     /**
      * Obtain AccountId.
      *
      * @return the accountId
      */
     public Long getAccountId() {
         final MoneyWiseTransAsset myAccount = getAccount();
         return myAccount == null
                 ? null
                 : myAccount.getExternalId();
     }
 
     /**
      * Obtain Partner asset.
      *
      * @return the partner
      */
     public MoneyWiseTransAsset getPartner() {
         return getValues().getValue(MoneyWiseBasicResource.TRANSACTION_PARTNER, MoneyWiseTransAsset.class);
     }
 
     /**
      * Obtain PartnerId.
      *
      * @return the partnerId
      */
     public Long getPartnerId() {
         final MoneyWiseTransAsset myPartner = getPartner();
         return myPartner == null
                 ? null
                 : myPartner.getExternalId();
     }
 
     /**
      * Obtain Direction.
      *
      * @return the direction
      */
     public MoneyWiseAssetDirection getDirection() {
         return getValues().getValue(MoneyWiseBasicResource.TRANSACTION_DIRECTION, MoneyWiseAssetDirection.class);
     }
 
     /**
      * Obtain Reconciled State.
      *
      * @return the reconciled state
      */
     public Boolean isReconciled() {
         return getValues().getValue(MoneyWiseBasicResource.TRANSACTION_RECONCILED, Boolean.class);
     }
 
     /**
      * Set category value.
      *
      * @param pValue the value
      */
     private void setValueCategory(final MoneyWiseTransCategory pValue) {
         getValues().setUncheckedValue(MoneyWiseBasicDataType.TRANSCATEGORY, pValue);
     }
 
     /**
      * Set category id.
      *
      * @param pId the id
      */
     private void setValueCategory(final Integer pId) {
         getValues().setUncheckedValue(MoneyWiseBasicDataType.TRANSCATEGORY, pId);
     }
 
     /**
      * Set category name.
      *
      * @param pName the name
      */
     private void setValueCategory(final String pName) {
         getValues().setUncheckedValue(MoneyWiseBasicDataType.TRANSCATEGORY, pName);
     }
 
     /**
      * Set description value.
      *
      * @param pValue the value
      * @throws OceanusException on error
      */
     private void setValueAmount(final OceanusMoney pValue) throws OceanusException {
         setEncryptedValue(MoneyWiseBasicResource.TRANSACTION_AMOUNT, pValue);
     }
 
     /**
      * Set amount value.
      *
      * @param pBytes the value
      * @throws OceanusException on error
      */
     private void setValueAmount(final byte[] pBytes) throws OceanusException {
         setEncryptedValue(MoneyWiseBasicResource.TRANSACTION_AMOUNT, pBytes, OceanusMoney.class);
     }
 
     /**
      * Set amount value.
      *
      * @param pValue the value
      */
     protected final void setValueAmount(final PrometheusEncryptedPair pValue) {
         getValues().setUncheckedValue(MoneyWiseBasicResource.TRANSACTION_AMOUNT, pValue);
     }
 
     /**
      * Set amount value.
      *
      * @param pValue the value
      */
     private void setValueAmount(final String pValue) {
         getValues().setUncheckedValue(MoneyWiseBasicResource.TRANSACTION_AMOUNT, pValue);
     }
 
     /**
      * Set account value.
      *
      * @param pValue the value
      */
     protected final void setValueAccount(final MoneyWiseTransAsset pValue) {
         getValues().setUncheckedValue(MoneyWiseBasicResource.TRANSACTION_ACCOUNT, pValue);
     }
 
     /**
      * Set debit name.
      *
      * @param pName the name
      */
     private void setValueAccount(final String pName) {
         getValues().setUncheckedValue(MoneyWiseBasicResource.TRANSACTION_ACCOUNT, pName);
     }
 
     /**
      * Set debit id.
      *
      * @param pId the value
      */
     private void setValueAccount(final Long pId) {
         getValues().setUncheckedValue(MoneyWiseBasicResource.TRANSACTION_ACCOUNT, pId);
     }
 
     /**
      * Set partner value.
      *
      * @param pValue the value
      */
     protected final void setValuePartner(final MoneyWiseTransAsset pValue) {
         getValues().setUncheckedValue(MoneyWiseBasicResource.TRANSACTION_PARTNER, pValue);
     }
 
     /**
      * Set partner id.
      *
      * @param pId the id
      */
     private void setValuePartner(final Long pId) {
         getValues().setUncheckedValue(MoneyWiseBasicResource.TRANSACTION_PARTNER, pId);
     }
 
     /**
      * Set partner name.
      *
      * @param pName the name
      */
     private void setValuePartner(final String pName) {
         getValues().setUncheckedValue(MoneyWiseBasicResource.TRANSACTION_PARTNER, pName);
     }
 
     /**
      * Set direction state.
      *
      * @param pValue the value
      */
     protected final void setValueDirection(final MoneyWiseAssetDirection pValue) {
         getValues().setUncheckedValue(MoneyWiseBasicResource.TRANSACTION_DIRECTION, pValue);
     }
 
     /**
      * Set direction state.
      *
      * @param pValue the value
      */
     private void setValueDirection(final Boolean pValue) {
         final MoneyWiseAssetDirection myValue = Boolean.TRUE.equals(pValue)
                 ? MoneyWiseAssetDirection.FROM
                 : MoneyWiseAssetDirection.TO;
         setValueDirection(myValue);
     }
 
     /**
      * Set direction state.
      *
      * @param pValue the value
      */
     private void setValueDirection(final String pValue) {
         final MoneyWiseAssetDirection myValue = MoneyWiseAssetDirection.fromName(pValue);
         setValueDirection(myValue);
     }
 
     /**
      * Set reconciled state.
      *
      * @param pValue the value
      */
     protected final void setValueReconciled(final Boolean pValue) {
         getValues().setUncheckedValue(MoneyWiseBasicResource.TRANSACTION_RECONCILED, pValue);
     }
 
     @Override
     public final MoneyWiseDataSet getDataSet() {
         return (MoneyWiseDataSet) super.getDataSet();
     }
 
     @Override
     public MoneyWiseTransBaseList<?> getList() {
         return (MoneyWiseTransBaseList<?>) super.getList();
     }
 
     /**
      * Obtain portfolio for transaction.
      *
      * @return the portfolio (or null)
      */
     public MoneyWisePortfolio getPortfolio() {
         /* Access account portfolio if it is a security holding */
         MoneyWiseTransAsset myAsset = getAccount();
         if (myAsset instanceof MoneyWiseSecurityHolding myHolding) {
             return myHolding.getPortfolio();
         }
 
         /* Access partner portfolio if it is a security holding */
         myAsset = getPartner();
         if (myAsset instanceof MoneyWiseSecurityHolding myHolding) {
             return myHolding.getPortfolio();
         }
 
         /* No portfolio */
         return null;
     }
 
     /**
      * Compare this event to another to establish sort order.
      *
      * @param pThat The Event to compare to
      * @return (-1,0,1) depending of whether this object is before, equal, or after the passed
      * object in the sort order
      */
     @Override
     public int compareValues(final PrometheusDataItem pThat) {
         /* Check the category */
         final MoneyWiseTransBase myThat = (MoneyWiseTransBase) pThat;
         return MetisDataDifference.compareObject(getCategory(), myThat.getCategory());
     }
 
     @Override
     public void resolveDataSetLinks() throws OceanusException {
         /* Update the Encryption details */
         super.resolveDataSetLinks();
 
         /* Resolve data links */
         final MoneyWiseDataSet myData = getDataSet();
         final PrometheusEncryptedValues myValues = getValues();
 
         /* Adjust Reconciled */
         final Object myReconciled = myValues.getValue(MoneyWiseBasicResource.TRANSACTION_RECONCILED);
         if (myReconciled == null) {
             setValueReconciled(Boolean.FALSE);
         }
 
         /* Adjust Reconciled */
         final Object myDirection = myValues.getValue(MoneyWiseBasicResource.TRANSACTION_DIRECTION);
         if (myDirection == null) {
             setValueDirection(MoneyWiseAssetDirection.TO);
         }
 
         /* Resolve data links */
         resolveTransactionAsset(myData, this, MoneyWiseBasicResource.TRANSACTION_ACCOUNT);
         resolveTransactionAsset(myData, this, MoneyWiseBasicResource.TRANSACTION_PARTNER);
         resolveDataLink(MoneyWiseBasicDataType.TRANSCATEGORY, myData.getTransCategories());
     }
 
     @Override
     public boolean isLocked() {
         final MoneyWiseTransAsset myAccount = getAccount();
         final MoneyWiseTransAsset myPartner = getPartner();
 
         /* Check credit and debit accounts */
         return (myAccount != null && myAccount.isClosed())
                 || (myPartner != null && myPartner.isClosed());
     }
 
     /**
      * Is this event category the required class.
      *
      * @param pClass the required category class.
      * @return true/false
      */
     public boolean isCategoryClass(final MoneyWiseTransCategoryClass pClass) {
         /* Check for match */
         return getCategoryClass().equals(pClass);
     }
 
     /**
      * Determines whether an event is a dividend re-investment.
      *
      * @return dividend re-investment true/false
      */
     public boolean isDividendReInvestment() {
         /* Check for dividend re-investment */
         if (!isDividend()) {
             return false;
         }
         return getAccount() != null
                 && MetisDataDifference.isEqual(getAccount(), getPartner());
     }
 
     /**
      * Determines whether an event is an interest payment.
      *
      * @return interest true/false
      */
     public boolean isInterest() {
         /* Check for interest */
         final MoneyWiseTransCategoryClass myClass = getCategoryClass();
         return myClass != null
                 && myClass.isInterest();
     }
 
     /**
      * Determines whether an event is a dividend payment.
      *
      * @return dividend true/false
      */
     public boolean isDividend() {
         final MoneyWiseTransCategoryClass myClass = getCategoryClass();
         return myClass != null
                 && myClass.isDividend();
     }
 
     /**
      * Determines whether an event needs a zero amount.
      *
      * @return true/false
      */
     public boolean needsNullAmount() {
         final MoneyWiseTransCategoryClass myClass = getCategoryClass();
         return myClass != null
                 && myClass.needsNullAmount();
     }
 
     /**
      * Determines whether we can switch direction.
      *
      * @return true/false
      */
     public boolean canSwitchDirection() {
         return getList().getValidator().isValidDirection(getAccount(), getCategory(), getDirection().reverse());
     }
 
     /**
      * Set a new account.
      *
      * @param pAccount the account
      */
     public void setAccount(final MoneyWiseTransAsset pAccount) {
         /* Set account value */
         setValueAccount(pAccount);
     }
 
     /**
      * Set a new partner.
      *
      * @param pPartner the partner
      */
     public void setPartner(final MoneyWiseTransAsset pPartner) {
         /* Set partner value */
         setValuePartner(pPartner);
     }
 
     /**
      * Set a direction.
      *
      * @param pDirection the direction
      */
     public void setDirection(final MoneyWiseAssetDirection pDirection) {
         /* Set partner value */
         setValueDirection(pDirection);
     }
 
     /**
      * Switch direction.
      */
     public void switchDirection() {
         setValueDirection(getDirection().reverse());
     }
 
     /**
      * Flip assets.
      *
      * @throws OceanusException on error
      */
     public void flipAssets() throws OceanusException {
         /* Flip details */
         final MoneyWiseTransAsset myAccount = getAccount();
         final MoneyWiseTransAsset myPartner = getPartner();
         setValueAccount(myPartner);
         setValuePartner(myAccount);
         switchDirection();
     }
 
     /**
      * Set a new category.
      *
      * @param pCategory the category
      */
     public void setCategory(final MoneyWiseTransCategory pCategory) {
         setValueCategory(pCategory);
     }
 
     /**
      * Set a new amount.
      *
      * @param pAmount the amount
      * @throws OceanusException on error
      */
     public void setAmount(final OceanusMoney pAmount) throws OceanusException {
         setValueAmount(pAmount);
     }
 
     /**
      * Set a reconciled indication.
      *
      * @param pReconciled the reconciled state
      */
     public void setReconciled(final Boolean pReconciled) {
         setValueReconciled(pReconciled);
     }
 
     @Override
     public void touchUnderlyingItems() {
         /* touch the event category referred to */
         getCategory().touchItem(this);
 
         /* Touch the account and partner */
         getAccount().touchItem(this);
         getPartner().touchItem(this);
     }
 
     /**
      * Resolve transAsset.
      *
      * @param pData  the dataSet
      * @param pOwner the owning object
      * @param pField the fieldId
      * @throws OceanusException on error
      */
     public void resolveTransactionAsset(final PrometheusDataListSet pData,
                                         final PrometheusDataItem pOwner,
                                         final MetisDataFieldId pField) throws OceanusException {
         /* Obtain baseValue, and then resolve */
         final Object myBaseValue = pOwner.getValues().getValue(pField);
         final Object myValue = resolveTransactionAsset(pData, myBaseValue);
         if (myValue == null) {
             pOwner.addError(ERROR_UNKNOWN, pField);
             throw new MoneyWiseDataException(this, ERROR_RESOLUTION);
         }
         pOwner.getValues().setUncheckedValue(pField, myValue);
     }
 
     /**
      * Resolve transAsset.
      *
      * @param pData  the dataSet
      * @param pValue the value to convert
      * @return the asset
      * @throws OceanusException on error
      */
     private MoneyWiseTransAsset resolveTransactionAsset(final PrometheusDataListSet pData,
                                                         final Object pValue) throws OceanusException {
         /* If we are being passed a TransactionAsset, convert to Id */
         Object myValue = pValue;
         if (myValue instanceof MoneyWiseTransAsset myAsset) {
             myValue = myAsset.getExternalId();
         }
 
         /* Access the values */
         if (myValue instanceof String s) {
             return resolveTransAsset(pData, s);
         } else if (myValue instanceof Long l) {
             return resolveTransAsset(pData, l);
         }
         return null;
     }
 
     /**
      * Resolve transAsset.
      *
      * @param pData the owning dataSet
      * @param pId   the item id
      * @return the asset
      * @throws OceanusException on error
      */
     private static MoneyWiseTransAsset resolveTransAsset(final PrometheusDataListSet pData,
                                                          final Long pId) throws OceanusException {
         /* Access the assetType */
         final MoneyWiseAssetType myAssetType = MoneyWiseAssetType.getAssetType(pId);
 
         /* If the name is a security holding */
         if (myAssetType.isSecurityHolding()) {
             final MoneyWiseSecurityHoldingMap myMap = pData.getDataList(MoneyWiseBasicDataType.PORTFOLIO, MoneyWisePortfolioList.class).getSecurityHoldingsMap();
             return myMap.findHoldingById(pId);
         } else if (myAssetType.isPayee()) {
             return pData.getDataList(MoneyWiseBasicDataType.PAYEE, MoneyWisePayeeList.class).findItemById(MoneyWiseAssetType.getBaseId(pId));
         } else if (myAssetType.isDeposit()) {
             return pData.getDataList(MoneyWiseBasicDataType.DEPOSIT, MoneyWiseDepositList.class).findItemById(MoneyWiseAssetType.getBaseId(pId));
         } else if (myAssetType.isCash() || myAssetType.isAutoExpense()) {
             return pData.getDataList(MoneyWiseBasicDataType.CASH, MoneyWiseCashList.class).findItemById(MoneyWiseAssetType.getBaseId(pId));
         } else if (myAssetType.isLoan()) {
             return pData.getDataList(MoneyWiseBasicDataType.LOAN, MoneyWiseLoanList.class).findItemById(MoneyWiseAssetType.getBaseId(pId));
         } else if (myAssetType.isPortfolio()) {
             return pData.getDataList(MoneyWiseBasicDataType.PORTFOLIO, MoneyWisePortfolioList.class).findItemById(MoneyWiseAssetType.getBaseId(pId));
         } else {
             return null;
         }
     }
 
     /**
      * Resolve transAsset.
      *
      * @param pData the owning dataSet
      * @param pName the item name
      * @return the asset
      */
     private static MoneyWiseTransAsset resolveTransAsset(final PrometheusDataListSet pData,
                                                          final String pName) {
         /* If the name is a security holding */
         if (pName.contains(MoneyWiseSecurityHolding.SECURITYHOLDING_SEP)) {
             final MoneyWiseSecurityHoldingMap myMap = pData.getDataList(MoneyWiseBasicDataType.PORTFOLIO, MoneyWisePortfolioList.class).getSecurityHoldingsMap();
             return myMap.findHoldingByName(pName);
         } else {
             MoneyWiseTransAsset myAsset = pData.getDataList(MoneyWiseBasicDataType.PAYEE, MoneyWisePayeeList.class).findItemByName(pName);
             if (myAsset == null) {
                 myAsset = pData.getDataList(MoneyWiseBasicDataType.DEPOSIT, MoneyWiseDepositList.class).findItemByName(pName);
             }
             if (myAsset == null) {
                 myAsset = pData.getDataList(MoneyWiseBasicDataType.CASH, MoneyWiseCashList.class).findItemByName(pName);
             }
             if (myAsset == null) {
                 myAsset = pData.getDataList(MoneyWiseBasicDataType.LOAN, MoneyWiseLoanList.class).findItemByName(pName);
             }
             if (myAsset == null) {
                 myAsset = pData.getDataList(MoneyWiseBasicDataType.PORTFOLIO, MoneyWisePortfolioList.class).findItemByName(pName);
             }
             return myAsset;
         }
     }
 
     /**
      * Update base transaction from an edited transaction.
      *
      * @param pTrans the edited transaction
      */
     protected void applyBasicChanges(final MoneyWiseTransBase pTrans) {
         /* Update the assetPair if required */
         if (!MetisDataDifference.isEqual(getDirection(), pTrans.getDirection())) {
             setValueDirection(pTrans.getDirection());
         }
 
         /* Update the category if required */
         if (!MetisDataDifference.isEqual(getCategory(), pTrans.getCategory())) {
             setValueCategory(pTrans.getCategory());
         }
 
         /* Update the account if required */
         if (!MetisDataDifference.isEqual(getAccount(), pTrans.getAccount())) {
             setValueAccount(pTrans.getAccount());
         }
 
         /* Update the partner if required */
         if (!MetisDataDifference.isEqual(getPartner(), pTrans.getPartner())) {
             setValuePartner(pTrans.getPartner());
         }
 
         /* Update the amount if required */
         if (!MetisDataDifference.isEqual(getAmount(), pTrans.getAmount())) {
             setValueAmount(pTrans.getAmountField());
         }
 
         /* Update the reconciled state if required */
         if (!MetisDataDifference.isEqual(isReconciled(), pTrans.isReconciled())) {
             setValueReconciled(pTrans.isReconciled());
         }
     }
 
     /**
      * The Event List class.
      *
      * @param <T> the dataType
      */
     public abstract static class MoneyWiseTransBaseList<T extends MoneyWiseTransBase>
             extends PrometheusEncryptedList<T> {
         /*
          * Report fields.
          */
         static {
             MetisFieldSet.newFieldSet(MoneyWiseTransBaseList.class);
         }
 
         /**
          * Construct an empty CORE Event list.
          *
          * @param pData     the DataSet for the list
          * @param pClass    the class of the item
          * @param pItemType the item type
          */
         protected MoneyWiseTransBaseList(final MoneyWiseDataSet pData,
                                          final Class<T> pClass,
                                          final MoneyWiseBasicDataType pItemType) {
             /* Call super-constructor */
             super(pClass, pData, pItemType, PrometheusListStyle.CORE);
         }
 
         /**
          * Constructor for a cloned List.
          *
          * @param pSource the source List
          */
         protected MoneyWiseTransBaseList(final MoneyWiseTransBaseList<T> pSource) {
             /* Call super-constructor */
             super(pSource);
         }
 
         @Override
         public MoneyWiseDataSet getDataSet() {
             return (MoneyWiseDataSet) super.getDataSet();
         }
 
         @Override
         @SuppressWarnings("unchecked")
         public MoneyWiseDataValidatorTrans<T> getValidator() {
             return (MoneyWiseDataValidatorTrans<T>) super.getValidator();
         }
     }
 }