/*
    * 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.validate;
  
  import io.github.tonywasher.joceanus.metis.data.MetisDataDifference;
  import io.github.tonywasher.joceanus.metis.field.MetisFieldRequired;
  import io.github.tonywasher.joceanus.moneywise.data.basic.MoneyWiseAssetDirection;
  import io.github.tonywasher.joceanus.moneywise.data.basic.MoneyWiseAssetType;
  import io.github.tonywasher.joceanus.moneywise.data.basic.MoneyWiseBasicDataType;
  import io.github.tonywasher.joceanus.moneywise.data.basic.MoneyWiseBasicResource;
  import io.github.tonywasher.joceanus.moneywise.data.basic.MoneyWiseDataSet;
  import io.github.tonywasher.joceanus.moneywise.data.basic.MoneyWiseDeposit;
  import io.github.tonywasher.joceanus.moneywise.data.basic.MoneyWiseLoan;
  import io.github.tonywasher.joceanus.moneywise.data.basic.MoneyWisePayee;
  import io.github.tonywasher.joceanus.moneywise.data.basic.MoneyWisePortfolio;
  import io.github.tonywasher.joceanus.moneywise.data.basic.MoneyWiseSecurity;
  import io.github.tonywasher.joceanus.moneywise.data.basic.MoneyWiseSecurityHolding;
  import io.github.tonywasher.joceanus.moneywise.data.basic.MoneyWiseTransAsset;
  import io.github.tonywasher.joceanus.moneywise.data.basic.MoneyWiseTransBase;
  import io.github.tonywasher.joceanus.moneywise.data.basic.MoneyWiseTransCategory;
  import io.github.tonywasher.joceanus.moneywise.data.basic.MoneyWiseTransInfoSet;
  import io.github.tonywasher.joceanus.moneywise.data.basic.MoneyWiseTransaction;
  import io.github.tonywasher.joceanus.moneywise.data.statics.MoneyWiseDepositCategoryClass;
  import io.github.tonywasher.joceanus.moneywise.data.statics.MoneyWisePayeeClass;
  import io.github.tonywasher.joceanus.moneywise.data.statics.MoneyWisePortfolioClass;
  import io.github.tonywasher.joceanus.moneywise.data.statics.MoneyWiseSecurityClass;
  import io.github.tonywasher.joceanus.moneywise.data.statics.MoneyWiseTransCategoryClass;
  import io.github.tonywasher.joceanus.moneywise.data.statics.MoneyWiseTransInfoClass;
  import io.github.tonywasher.joceanus.oceanus.base.OceanusException;
  import io.github.tonywasher.joceanus.oceanus.date.OceanusDate;
  import io.github.tonywasher.joceanus.oceanus.date.OceanusDateRange;
  import io.github.tonywasher.joceanus.oceanus.decimal.OceanusMoney;
  import io.github.tonywasher.joceanus.oceanus.decimal.OceanusUnits;
  import io.github.tonywasher.joceanus.prometheus.data.PrometheusData.PrometheusDataItemCtl;
  import io.github.tonywasher.joceanus.prometheus.data.PrometheusDataItem;
  import io.github.tonywasher.joceanus.prometheus.views.PrometheusEditSet;
  
  import java.util.Currency;
  import java.util.Objects;
  
  /**
   * Validator for transaction.
   */
  public class MoneyWiseValidateTransaction
          implements MoneyWiseValidateTransCtl {
      /**
       * Are we using new validation?
       */
      private final boolean newValidation;
  
      /**
       * The infoSet validator.
       */
      private final MoneyWiseValidateTransInfoSet theInfoSet;
  
      /**
       * The defaults engine.
       */
      private final MoneyWiseValidateTransDefaults theDefaults;
  
      /**
       * Set the editSet.
       */
      private PrometheusEditSet theEditSet;
  
      /**
       * Constructor.
       *
       * @param pNewValidation true/false
       */
      MoneyWiseValidateTransaction(final boolean pNewValidation) {
          newValidation = pNewValidation;
          theInfoSet = new MoneyWiseValidateTransInfoSet(pNewValidation);
          theDefaults = new MoneyWiseValidateTransDefaults(this);
      }
  
      @Override
      public void setEditSet(final PrometheusEditSet pEditSet) {
          theEditSet = pEditSet;
          theInfoSet.storeEditSet(pEditSet);
      }
  
      @Override
      public PrometheusEditSet getEditSet() {
          if (theEditSet == null) {
             throw new IllegalStateException("editSet not set up");
         }
         return theEditSet;
     }
 
     @Override
     public MoneyWiseValidateTransInfoSet getInfoSetValidator() {
         return theInfoSet;
     }
 
     /**
      * Should we perform new validity checks?
      *
      * @return true/false
      */
     public boolean newValidation() {
         return newValidation;
     }
 
     @Override
     public void validate(final PrometheusDataItemCtl pTrans) {
         final MoneyWiseTransaction myTrans = (MoneyWiseTransaction) pTrans;
         final OceanusDate myDate = myTrans.getDate();
         final MoneyWiseTransAsset myAccount = myTrans.getAccount();
         final MoneyWiseTransAsset myPartner = myTrans.getPartner();
         final MoneyWiseTransCategory myCategory = myTrans.getCategory();
         final MoneyWiseAssetDirection myDir = myTrans.getDirection();
         final OceanusMoney myAmount = myTrans.getAmount();
         final OceanusUnits myAccountUnits = myTrans.getAccountDeltaUnits();
         final OceanusUnits myPartnerUnits = myTrans.getPartnerDeltaUnits();
         boolean doCheckCombo = true;
 
         /* Header is always valid */
         if (pTrans.isHeader()) {
             myTrans.setValidEdit();
             return;
         }
 
         /* Determine date range to check for */
         final MoneyWiseDataSet myDataSet = (MoneyWiseDataSet) myTrans.getDataSet();
         final OceanusDateRange myRange = myDataSet.getDateRange();
 
         /* The date must be non-null */
         if (myDate == null) {
             myTrans.addError(PrometheusDataItem.ERROR_MISSING, MoneyWiseBasicResource.MONEYWISEDATA_FIELD_DATE);
             /* The date must be in-range */
         } else if (myRange.compareToDate(myDate) != 0) {
             myTrans.addError(PrometheusDataItem.ERROR_RANGE, MoneyWiseBasicResource.MONEYWISEDATA_FIELD_DATE);
         }
 
         /* Account must be non-null */
         if (myAccount == null) {
             myTrans.addError(PrometheusDataItem.ERROR_MISSING, MoneyWiseBasicResource.TRANSACTION_ACCOUNT);
             doCheckCombo = false;
 
         } else {
             /* Account must be valid */
             if (!isValidAccount(myAccount)) {
                 myTrans.addError(MoneyWiseTransBase.ERROR_COMBO, MoneyWiseBasicResource.TRANSACTION_ACCOUNT);
                 doCheckCombo = false;
             }
         }
 
         /* Category must be non-null */
         if (myCategory == null) {
             myTrans.addError(PrometheusDataItem.ERROR_MISSING, MoneyWiseBasicDataType.TRANSCATEGORY);
             doCheckCombo = false;
 
             /* Category must be valid for Account */
         } else if (doCheckCombo
                 && !isValidCategory(myAccount, myCategory)) {
             myTrans.addError(MoneyWiseTransBase.ERROR_COMBO, MoneyWiseBasicDataType.TRANSCATEGORY);
             doCheckCombo = false;
         }
 
         /* Direction must be non-null */
         if (myDir == null) {
             myTrans.addError(PrometheusDataItem.ERROR_MISSING, MoneyWiseBasicResource.TRANSACTION_DIRECTION);
             doCheckCombo = false;
 
             /* Direction must be valid for Account */
         } else if (doCheckCombo
                 && !isValidDirection(myAccount, myCategory, myDir)) {
             myTrans.addError(MoneyWiseTransBase.ERROR_COMBO, MoneyWiseBasicResource.TRANSACTION_DIRECTION);
             doCheckCombo = false;
         }
 
         /* Partner must be non-null */
         if (myPartner == null) {
             myTrans.addError(PrometheusDataItem.ERROR_MISSING, MoneyWiseBasicResource.TRANSACTION_PARTNER);
 
         } else {
             /* Partner must be valid for Account */
             if (doCheckCombo
                     && !isValidPartner(myAccount, myCategory, myPartner)) {
                 myTrans.addError(MoneyWiseTransBase.ERROR_COMBO, MoneyWiseBasicResource.TRANSACTION_PARTNER);
             }
         }
 
         /* If money is null */
         if (myAmount == null) {
             /* Check that it must be null */
             if (!needsNullAmount(myTrans)) {
                 myTrans.addError(PrometheusDataItem.ERROR_MISSING, MoneyWiseBasicResource.TRANSACTION_AMOUNT);
             }
 
             /* else non-null money */
         } else {
             /* Check that it must be null */
             if (needsNullAmount(myTrans)) {
                 myTrans.addError(PrometheusDataItem.ERROR_EXIST, MoneyWiseBasicResource.TRANSACTION_AMOUNT);
             }
 
             /* Money must not be negative */
             if (!myAmount.isPositive()) {
                 myTrans.addError(PrometheusDataItem.ERROR_NEGATIVE, MoneyWiseBasicResource.TRANSACTION_AMOUNT);
             }
 
             /* Check that amount is correct currency */
             if (myAccount != null) {
                 final Currency myCurrency = myAccount.getCurrency();
                 if (!myAmount.getCurrency().equals(myCurrency)) {
                     myTrans.addError(MoneyWiseTransBase.ERROR_CURRENCY, MoneyWiseBasicResource.TRANSACTION_AMOUNT);
                 }
             }
         }
 
         /* Cannot have PartnerUnits if securities are identical */
         if (myAccountUnits != null
                 && myPartnerUnits != null
                 && MetisDataDifference.isEqual(myAccount, myPartner)) {
             myTrans.addError(MoneyWiseTransaction.ERROR_CIRCULAR, MoneyWiseTransInfoSet.getFieldForClass(MoneyWiseTransInfoClass.PARTNERDELTAUNITS));
         }
 
         /* If we have a category and an infoSet */
         if (myCategory != null
                 && myTrans.getInfoSet() != null) {
             /* Validate the InfoSet */
             theInfoSet.validate(myTrans.getInfoSet());
         }
 
         /* Set validation flag */
         if (!myTrans.hasErrors()) {
             myTrans.setValidEdit();
         }
     }
 
     /**
      * Determines whether an event needs a zero amount.
      *
      * @param pTrans the transaction
      * @return true/false
      */
     public boolean needsNullAmount(final MoneyWiseTransaction pTrans) {
         final MoneyWiseTransCategoryClass myClass = pTrans.getCategoryClass();
         return myClass != null
                 && myClass.needsNullAmount();
     }
 
     @Override
     public boolean isValidAccount(final MoneyWiseTransAsset pAccount) {
         /* Validate securityHolding */
         if (pAccount instanceof MoneyWiseSecurityHolding myHolding
                 && !checkSecurityHolding(myHolding)) {
             return false;
         }
 
         /* Reject pensions portfolio */
         if (pAccount instanceof MoneyWisePortfolio myPortfolio
                 && myPortfolio.getCategoryClass().holdsPensions()) {
             return false;
         }
 
         /* Check type of account */
         final MoneyWiseAssetType myType = pAccount.getAssetType();
         return myType.isBaseAccount() && !pAccount.isHidden();
     }
 
     @Override
     public boolean isValidCategory(final MoneyWiseTransAsset pAccount,
                                    final MoneyWiseTransCategory pCategory) {
         /* Access details */
         final MoneyWiseAssetType myType = pAccount.getAssetType();
         final MoneyWiseTransCategoryClass myCatClass = Objects.requireNonNull(pCategory.getCategoryTypeClass());
 
         /* Immediately reject hidden categories */
         if (myCatClass.isHiddenType()) {
             return false;
         }
 
         /* Switch on the CategoryClass */
         return switch (myCatClass) {
             case TAXEDINCOME, GROSSINCOME, RECOVEREDEXPENSES, OTHERINCOME ->
                 /* Taxed/Other income must be to deposit/cash/loan */
                     myType.isValued();
             case PENSIONCONTRIB ->
                 /* Pension contribution must be to a Pension holding or to a SIPP */
                     (pAccount instanceof MoneyWiseSecurityHolding myHolding
                             && myHolding.getSecurity().getCategoryClass().isPension())
                             || (pAccount instanceof MoneyWisePortfolio myPortfolio
                             && myPortfolio.isPortfolioClass(MoneyWisePortfolioClass.SIPP));
             case GIFTEDINCOME, INHERITED ->
                 /* Inheritance/Gifted must be to asset */
                     myType.isAsset();
             case INTEREST ->
                 /* Account must be deposit or portfolio */
                     myType.isDeposit() || myType.isPortfolio();
             case DIVIDEND, SECURITYCLOSURE ->
                 /* Account must be SecurityHolding */
                     myType.isSecurityHolding();
             case BADDEBTCAPITAL, BADDEBTINTEREST ->
                 /* Account must be peer2Peer */
                     pAccount instanceof MoneyWiseDeposit myDeposit
                             && myDeposit.isDepositClass(MoneyWiseDepositCategoryClass.PEER2PEER);
             case CASHBACK -> checkCashBack(pAccount);
             case LOYALTYBONUS -> checkLoyaltyBonus(pAccount);
             case RENTALINCOME, RENTALEXPENSE, ROOMRENTALINCOME ->
                 /* Account must be property */
                     pAccount instanceof MoneyWiseSecurityHolding myHolding
                             && myHolding.getSecurity().isSecurityClass(MoneyWiseSecurityClass.PROPERTY);
             case UNITSADJUST, SECURITYREPLACE ->
                 /* Account must be capital */
                     pAccount.isCapital();
             case STOCKSPLIT, STOCKTAKEOVER, STOCKDEMERGER, STOCKRIGHTSISSUE ->
                 /* Account must be shares */
                     pAccount.isShares();
             case WRITEOFF, LOANINTERESTEARNED, LOANINTERESTCHARGED, TAXRELIEF -> myType.isLoan();
             case LOCALTAXES, INCOMETAX -> myType.isValued();
             case EXPENSE -> myType.isValued() || myType.isAutoExpense();
             case PORTFOLIOXFER -> pAccount instanceof MoneyWiseSecurityHolding
                     || pAccount instanceof MoneyWisePortfolio;
             case TRANSFER -> true;
 
             /* Reject other categories */
             default -> false;
         };
     }
 
     @Override
     public boolean isValidDirection(final MoneyWiseTransAsset pAccount,
                                     final MoneyWiseTransCategory pCategory,
                                     final MoneyWiseAssetDirection pDirection) {
         /* TODO relax some of these rules */
 
         /* Access details */
         final MoneyWiseTransCategoryClass myCatClass = pCategory.getCategoryTypeClass();
 
         /* Switch on the CategoryClass */
         return switch (myCatClass) {
             case TAXEDINCOME, GROSSINCOME ->
                 /* Cannot refund Taxed Income yet */
                     newValidation || pDirection.isFrom();
             case PENSIONCONTRIB ->
                 /* Cannot refund Pension Contribution */
                     pDirection.isFrom();
             case GIFTEDINCOME, INHERITED ->
                 /* Cannot refund Gifted/Inherited Income yet */
                     newValidation || pDirection.isFrom();
             case RENTALINCOME, ROOMRENTALINCOME ->
                 /* Cannot refund Rental Income */
                     pDirection.isTo();
             case RENTALEXPENSE ->
                 /* Cannot refund Rental Expense */
                     pDirection.isFrom();
             case INTEREST ->
                 /* Cannot refund Interest yet */
                     newValidation || pDirection.isTo();
             case DIVIDEND, SECURITYCLOSURE ->
                 /* Cannot refund Dividend yet */
                     pDirection.isTo();
             case LOYALTYBONUS ->
                 /* Cannot refund loyaltyBonus yet */
                     newValidation || pDirection.isTo();
             case WRITEOFF, LOANINTERESTCHARGED ->
                 /* All need to be TO */
                     newValidation || pDirection.isTo();
             case LOANINTERESTEARNED ->
                 /* All need to be FROM */
                     newValidation || pDirection.isFrom();
             case UNITSADJUST, STOCKSPLIT, STOCKDEMERGER, STOCKTAKEOVER, SECURITYREPLACE, PORTFOLIOXFER ->
                 /* All need to be To */
                     pDirection.isTo();
             case null, default -> true;
         };
     }
 
     @Override
     public boolean isValidPartner(final MoneyWiseTransAsset pAccount,
                                   final MoneyWiseTransCategory pCategory,
                                   final MoneyWiseTransAsset pPartner) {
         /* Access details */
         final boolean isRecursive = MetisDataDifference.isEqual(pAccount, pPartner);
         final MoneyWiseAssetType myPartnerType = pPartner.getAssetType();
         final MoneyWiseTransCategoryClass myCatClass = Objects.requireNonNull(pCategory.getCategoryTypeClass());
 
         /* Immediately reject hidden partners */
         if (pPartner.isHidden()) {
             return false;
         }
 
         /* Validate securityHolding */
         if (pPartner instanceof MoneyWiseSecurityHolding myHolding
                 && !checkSecurityHolding(myHolding)) {
             return false;
         }
 
         /* Reject pensions portfolio */
         if (pPartner instanceof MoneyWisePortfolio myPortfolio
                 && myPortfolio.getCategoryClass().holdsPensions()) {
             return false;
         }
 
         /* If this involves auto-expense */
         if (pAccount.isAutoExpense()
                 || pPartner.isAutoExpense()) {
             /* Access account type */
             final MoneyWiseAssetType myAccountType = pAccount.getAssetType();
 
             /* Special processing */
             return switch (myCatClass) {
                 case TRANSFER ->
                     /* Transfer must be to/from deposit/cash/loan */
                         myPartnerType.isAutoExpense()
                                 ? myAccountType.isValued()
                                 : myPartnerType.isValued();
                 case EXPENSE ->
                     /* Transfer must be to/from payee */
                         pPartner instanceof MoneyWisePayee;
 
                 /* Auto Expense cannot be used for other categories */
                 default -> false;
             };
         }
 
         /* Switch on the CategoryClass */
         return switch (myCatClass) {
             case TAXEDINCOME, GROSSINCOME ->
                 /* Taxed Income must have a Payee that can provide income */
                     pPartner instanceof MoneyWisePayee myPayee
                             && myPayee.getCategoryClass().canProvideTaxedIncome();
             case PENSIONCONTRIB ->
                 /* Pension Contribution must be a payee that can parent */
                     pPartner instanceof MoneyWisePayee myPayee
                             && myPayee.getCategoryClass().canContribPension();
             case OTHERINCOME, RECOVEREDEXPENSES ->
                 /* Other Income must have a Payee partner */
                     pPartner instanceof MoneyWisePayee;
             case LOCALTAXES ->
                 /* LocalTaxes must have a Government Payee partner */
                     pPartner instanceof MoneyWisePayee myPayee
                             && myPayee.isPayeeClass(MoneyWisePayeeClass.GOVERNMENT);
             case GIFTEDINCOME, INHERITED ->
                 /* Gifted/Inherited Income must have an Individual Payee partner */
                     pPartner instanceof MoneyWisePayee myPayee
                             && myPayee.isPayeeClass(MoneyWisePayeeClass.INDIVIDUAL);
             case RENTALINCOME, RENTALEXPENSE, ROOMRENTALINCOME ->
                 /* RentalIncome/Expense must have a loan partner */
                     myPartnerType.isLoan();
             case WRITEOFF, LOANINTERESTEARNED, LOANINTERESTCHARGED ->
                 /* WriteOff/LoanInterestEarned/Charged must be recursive */
                     isRecursive;
             case INTEREST, CASHBACK ->
                 /* Interest/CashBack is to a valued account */
                     myPartnerType.isValued();
             case DIVIDEND -> checkDividend(pAccount, pPartner);
             case LOYALTYBONUS -> checkLoyaltyBonus(pAccount, pPartner);
             case BADDEBTCAPITAL, BADDEBTINTEREST -> pPartner instanceof MoneyWisePayee
                     && MetisDataDifference.isEqual(pPartner, pAccount.getParent());
             case UNITSADJUST, STOCKSPLIT ->
                 /* Must be recursive */
                     isRecursive;
             case SECURITYREPLACE, STOCKTAKEOVER, STOCKDEMERGER -> checkTakeOver(pAccount, pPartner);
             case STOCKRIGHTSISSUE -> checkStockRights(pAccount, pPartner);
             case TRANSFER -> checkTransfer(pAccount, pPartner);
             case SECURITYCLOSURE -> checkSecurityClosure(pAccount, pPartner);
             case EXPENSE ->
                 /* Expense must have a Payee partner */
                     pPartner instanceof MoneyWisePayee;
             case INCOMETAX, TAXRELIEF -> pPartner instanceof MoneyWisePayee myPayee
                     && myPayee.isPayeeClass(MoneyWisePayeeClass.TAXMAN);
             case PORTFOLIOXFER -> checkPortfolioXfer(pAccount, pPartner);
             default -> false;
         };
     }
 
     /**
      * Check securityHolding.
      *
      * @param pHolding the securityHolding
      * @return valid true/false
      */
     private static boolean checkSecurityHolding(final MoneyWiseSecurityHolding pHolding) {
         /* Access the components */
         final MoneyWisePortfolio myPortfolio = pHolding.getPortfolio();
         final MoneyWiseSecurity mySecurity = pHolding.getSecurity();
 
         /* If the portfolio can hold pensions */
         if (myPortfolio.getCategoryClass().holdsPensions()) {
             /* Can only hold pensions */
             return mySecurity.getCategoryClass().isPension();
         }
 
         /* cannot be a pension */
         return !mySecurity.getCategoryClass().isPension();
     }
 
     /**
      * Check dividend.
      *
      * @param pAccount the holding providing the dividend.
      * @param pPartner the partner
      * @return valid true/false
      */
     private static boolean checkDividend(final MoneyWiseTransAsset pAccount,
                                          final MoneyWiseTransAsset pPartner) {
         /* Recursive is allowed */
         if (MetisDataDifference.isEqual(pAccount, pPartner)) {
             return true;
         }
 
         /* partner must be valued */
         return pPartner.getAssetType().isValued();
     }
 
     /**
      * Check TakeOver.
      *
      * @param pAccount the holding being acted on.
      * @param pPartner the partner
      * @return valid true/false
      */
     private static boolean checkTakeOver(final MoneyWiseTransAsset pAccount,
                                          final MoneyWiseTransAsset pPartner) {
         /* Must be holding <-> holding */
         if (!(pAccount instanceof MoneyWiseSecurityHolding myAccount)
                 || !(pPartner instanceof MoneyWiseSecurityHolding myPartner)) {
             return false;
         }
 
         /* Recursive is not allowed */
         if (MetisDataDifference.isEqual(pAccount, pPartner)) {
             return false;
         }
 
         /* Portfolios must be the same */
         if (!MetisDataDifference.isEqual(myAccount.getPortfolio(), myPartner.getPortfolio())) {
             return false;
         }
 
         /* Security types must be the same */
         return MetisDataDifference.isEqual(myAccount.getSecurity().getCategory(), myPartner.getSecurity().getCategory());
     }
 
     /**
      * Check stock rights.
      *
      * @param pAccount the account being transferred.
      * @param pPartner the partner
      * @return valid true/false
      */
     private static boolean checkStockRights(final MoneyWiseTransAsset pAccount,
                                             final MoneyWiseTransAsset pPartner) {
         /* If this is security -> portfolio */
         if (pAccount instanceof MoneyWiseSecurityHolding myHolding
                 && pPartner instanceof MoneyWisePortfolio) {
             /* Must be same portfolios */
             return MetisDataDifference.isEqual(myHolding.getPortfolio(), pPartner);
         }
 
         /* partner must be valued */
         return pPartner.getAssetType().isValued();
     }
 
     /**
      * Check cashBack.
      *
      * @param pAccount the account providing cashBack.
      * @return valid true/false
      */
     private static boolean checkCashBack(final MoneyWiseTransAsset pAccount) {
         /* If this is deposit then check whether it can support cashBack */
         if (pAccount instanceof MoneyWiseDeposit myDeposit) {
             return myDeposit.getCategoryClass().canCashBack();
         }
 
         /* If this is loan then check whether it can support cashBack */
         if (pAccount instanceof MoneyWiseLoan myLoan) {
             return myLoan.getCategoryClass().canCashBack();
         }
 
         /* not allowed */
         return false;
     }
 
     /**
      * Check loyalty bonus.
      *
      * @param pAccount the account providing bonus.
      * @return valid true/false
      */
     private boolean checkLoyaltyBonus(final MoneyWiseTransAsset pAccount) {
         /* If this is deposit then check whether it can support loyaltyBonus */
         if (pAccount instanceof MoneyWiseDeposit myDeposit) {
             return newValidation
                     || myDeposit.getCategoryClass().canLoyaltyBonus();
         }
 
         /* must be portfolio */
         return pAccount instanceof MoneyWisePortfolio;
     }
 
     /**
      * Check loyalty bonus.
      *
      * @param pAccount the account providing bonus.
      * @param pPartner the partner
      * @return valid true/false
      */
     private static boolean checkLoyaltyBonus(final MoneyWiseTransAsset pAccount,
                                              final MoneyWiseTransAsset pPartner) {
         /* If this is portfolio -> security holding */
         if (pAccount instanceof MoneyWisePortfolio
                 && pPartner instanceof MoneyWiseSecurityHolding myHolding) {
             /* Must be same portfolios */
             return MetisDataDifference.isEqual(myHolding.getPortfolio(), pAccount);
         }
 
         /* must be recursive */
         return MetisDataDifference.isEqual(pAccount, pPartner);
     }
 
     /**
      * Check transfer.
      *
      * @param pAccount the account being transferred.
      * @param pPartner the partner
      * @return valid true/false
      */
     private static boolean checkTransfer(final MoneyWiseTransAsset pAccount,
                                          final MoneyWiseTransAsset pPartner) {
         /* Must not be recursive */
         if (MetisDataDifference.isEqual(pAccount, pPartner)) {
             return false;
         }
 
         /* If this is security -> portfolio */
         if (pAccount instanceof MoneyWiseSecurityHolding myHolding
                 && pPartner instanceof MoneyWisePortfolio) {
             /* Must be same portfolios */
             if (!MetisDataDifference.isEqual(myHolding.getPortfolio(), pPartner)) {
                 return false;
             }
         }
 
         /* If this is security <- portfolio */
         if (pPartner instanceof MoneyWiseSecurityHolding myHolding
                 && pAccount instanceof MoneyWisePortfolio) {
             /* Must be same portfolios */
             if (!MetisDataDifference.isEqual(myHolding.getPortfolio(), pAccount)) {
                 return false;
             }
         }
 
         /* partner must be asset */
         return pPartner.getAssetType().isAsset();
     }
 
     /**
      * Check securityClosure.
      *
      * @param pAccount the account being closed.
      * @param pPartner the partner
      * @return valid true/false
      */
     private static boolean checkSecurityClosure(final MoneyWiseTransAsset pAccount,
                                                 final MoneyWiseTransAsset pPartner) {
         /* Must not be recursive */
         if (MetisDataDifference.isEqual(pAccount, pPartner)) {
             return false;
         }
 
         /* partner must be valued */
         return pPartner.getAssetType().isValued();
     }
 
     /**
      * Check portfolioXfer.
      *
      * @param pAccount the account being transferred.
      * @param pPartner the partner
      * @return valid true/false
      */
     private static boolean checkPortfolioXfer(final MoneyWiseTransAsset pAccount,
                                               final MoneyWiseTransAsset pPartner) {
         /* Partner must be portfolio */
         if (!(pPartner instanceof MoneyWisePortfolio)) {
             return false;
         }
 
         /* If account is portfolio */
         if (pAccount instanceof MoneyWisePortfolio) {
             /* Cannot be recursive */
             if (MetisDataDifference.isEqual(pAccount, pPartner)) {
                 return false;
             }
 
             /* Must be same currency */
             return MetisDataDifference.isEqual(pAccount.getAssetCurrency(), pPartner.getAssetCurrency());
         }
 
         /* If account is security holding */
         if (pAccount instanceof MoneyWiseSecurityHolding myHolding) {
             /* Must be different portfolios */
             return !MetisDataDifference.isEqual(myHolding.getPortfolio(), pPartner);
         }
 
         /* Not allowed */
         return false;
     }
 
     /**
      * Determine if an infoSet class is required.
      *
      * @param pTrans the transaction
      * @param pClass the infoSet class
      * @return the status
      */
     public MetisFieldRequired isClassRequired(final MoneyWiseTransaction pTrans,
                                               final MoneyWiseTransInfoClass pClass) {
         theInfoSet.storeInfoSet(pTrans.getInfoSet());
         return theInfoSet.isClassRequired(pClass);
     }
 
     @Override
     public void autoCorrect(final MoneyWiseTransaction pItem) throws OceanusException {
         theDefaults.autoCorrect(pItem);
     }
 
     @Override
     public MoneyWiseTransaction buildTransaction(final Object pKey) {
         return theDefaults.buildTransaction(pKey);
     }
 
     @Override
     public void setRange(final OceanusDateRange pRange) {
         theDefaults.setRange(pRange);
     }
 
     @Override
     public OceanusDateRange getRange() {
         return theDefaults.getRange();
     }
 }