USP_DATAFORMTEMPLATE_ADD_CONSOLIDATEDPROSPECTSEARCH
Parameters
Parameter | Parameter Type | Mode | Description |
---|---|---|---|
@ID | uniqueidentifier | INOUT | |
@CHANGEAGENTID | uniqueidentifier | IN | |
@CURRENTAPPUSERID | uniqueidentifier | IN | |
@NAME | nvarchar(100) | IN | |
@SOURCECODE | tinyint | IN | |
@SORTBYCODE | tinyint | IN | |
@NAMEORID | nvarchar(500) | IN | |
@LOCATION | nvarchar(500) | IN | |
@LASTNAME | nvarchar(50) | IN | |
@FIRSTNAME | nvarchar(50) | IN | |
@MIDDLENAME | nvarchar(50) | IN | |
@NICKNAME | nvarchar(50) | IN | |
@ADDRESSBLOCK | nvarchar(100) | IN | |
@CITY | nvarchar(100) | IN | |
@STATE | nvarchar(3) | IN | |
@STATEID | uniqueidentifier | IN | |
@POSTCODE | nvarchar(12) | IN | |
@INCLUDEDECEASED | bit | IN | |
@INCLUDEINACTIVE | bit | IN | |
@SPOUSELASTNAME | nvarchar(50) | IN | |
@SPOUSEFIRSTNAME | nvarchar(50) | IN | |
@AGEMIN | int | IN | |
@AGEMAX | int | IN | |
@ESTIMATEDWEALTHMINID | uniqueidentifier | IN | |
@BUSINESS | nvarchar(50) | IN | |
@CLASSYEAR | UDT_YEAR | IN | |
@RECORDTYPECODE | tinyint | IN | |
@EXACTMATCHONLY | bit | IN | |
@OVERALLRATINGCODEID | uniqueidentifier | IN | |
@ISEXPORT | bit | IN | |
@RESEARCHRESULTS | xml | IN | |
@MAXROWSCODE | int | IN | |
@EXPORTCACHEID | nvarchar(100) | IN | |
@ESTIMATEDWEALTHMAXID | uniqueidentifier | IN | |
@HASBUSINESS | bit | IN | |
@GIVINGMIN | nvarchar(20) | IN | |
@LARGESTGIFTMIN | nvarchar(20) | IN | |
@SECURITIESMIN | nvarchar(20) | IN | |
@REALESTATEMIN | nvarchar(20) | IN | |
@SPENDMIN | nvarchar(20) | IN | |
@INCOMERANGE | nvarchar(30) | IN | |
@GIVINGCATEGORIES | xml | IN | |
@GIVINGCATEGORYDISPLAY | nvarchar(100) | IN | |
@MOSAICS | xml | IN | |
@MOSAICDISPLAY | nvarchar(100) | IN |
Definition
Copy
CREATE procedure dbo.USP_DATAFORMTEMPLATE_ADD_CONSOLIDATEDPROSPECTSEARCH
(
@ID uniqueidentifier output,
@CHANGEAGENTID uniqueidentifier,
@CURRENTAPPUSERID uniqueidentifier,
@NAME nvarchar(100) = null,
@SOURCECODE tinyint = 3,
@SORTBYCODE tinyint = 1,
@NAMEORID nvarchar(500) = '',
@LOCATION nvarchar(500) = '',
@LASTNAME nvarchar(50) = '',
@FIRSTNAME nvarchar(50) = '',
@MIDDLENAME nvarchar(50) = '',
@NICKNAME nvarchar(50) = '',
@ADDRESSBLOCK nvarchar(100) = '',
@CITY nvarchar(100) = '',
@STATE nvarchar(3) = '',
@STATEID uniqueidentifier = null,
@POSTCODE nvarchar(12) = '',
@INCLUDEDECEASED bit = 1,
@INCLUDEINACTIVE bit = 1,
@SPOUSELASTNAME nvarchar(50) = '',
@SPOUSEFIRSTNAME nvarchar(50) = '',
@AGEMIN integer = null,
@AGEMAX integer = null,
@ESTIMATEDWEALTHMINID uniqueidentifier = null,
@BUSINESS nvarchar(50) = '',
@CLASSYEAR dbo.UDT_YEAR = null,
@RECORDTYPECODE tinyint = 1,
@EXACTMATCHONLY bit = 0,
@OVERALLRATINGCODEID uniqueidentifier = null,
@ISEXPORT bit = 0,
@RESEARCHRESULTS xml = null,
@MAXROWSCODE int = null,
@EXPORTCACHEID nvarchar(100) = '',
@ESTIMATEDWEALTHMAXID uniqueidentifier = null,
@HASBUSINESS bit = null,
@GIVINGMIN nvarchar(20) = null,
@LARGESTGIFTMIN nvarchar(20) = null,
@SECURITIESMIN nvarchar(20) = null,
@REALESTATEMIN nvarchar(20) = null,
@SPENDMIN nvarchar(20) = null,
@INCOMERANGE nvarchar(30) = null,
@GIVINGCATEGORIES xml = null,
@GIVINGCATEGORYDISPLAY nvarchar(100) = null,
@MOSAICS xml = null,
@MOSAICDISPLAY nvarchar(100) = null
)
as
set nocount on;
declare @CURRENTDATE datetime;
set @CURRENTDATE = getdate();
if @CHANGEAGENTID is null
exec dbo.USP_CHANGEAGENT_GETORCREATECHANGEAGENT @CHANGEAGENTID output
begin try;
--need to check with design on this
--ensure name is not taken
select @ID = ID from dbo.PROSPECTSEARCH
where OWNERID = @CURRENTAPPUSERID and NAME = @NAME;
if @ID is null
begin
if @ID is null
set @ID = newid()
--We only allow top 10
--Delete extra saves if we are adding a non-export search
delete PROSPECTSEARCH
from dbo.PROSPECTSEARCH
where OWNERID = @CURRENTAPPUSERID
and ID not in (select ID from dbo.UFN_PROSPECTSEARCH_GETTOPN(9, @CURRENTAPPUSERID))
and ISEXPORT = 0
and @ISEXPORT = 0;
--If we are adding an export search, delete any that already exist for this user
delete from dbo.PROSPECTSEARCH
where OWNERID = @CURRENTAPPUSERID and
ISEXPORT = 1 and
@ISEXPORT = 1;
insert into dbo.PROSPECTSEARCH
(
ID,
ADDEDBYID,
CHANGEDBYID,
DATEADDED,
DATECHANGED,
NAME,
OWNERID,
SOURCECODE,
SORTBYCODE,
NAMEORID,
LOCATION,
LASTNAME,
FIRSTNAME,
MIDDLENAME,
NICKNAME,
ADDRESSBLOCK,
CITY,
STATE,
STATEID,
POSTCODE,
INCLUDEDECEASED,
INCLUDEINACTIVE,
SPOUSELASTNAME,
SPOUSEFIRSTNAME,
AGEMIN,
AGEMAX,
ESTIMATEDWEALTHMINID,
ESTIMATEDWEALTHMAXID,
BUSINESS,
HASBUSINESS,
CLASSYEAR,
RECORDTYPECODE,
EXACTMATCHONLY,
OVERALLRATINGCODEID,
GIVINGMIN,
LARGESTGIFTMIN,
SECURITIESMIN,
REALESTATEMIN,
SPENDMIN,
INCOMERANGE,
GIVINGCATEGORYDISPLAY,
MOSAICDISPLAY,
ISEXPORT,
RESEARCHRESULTS,
MAXROWS,
EXPORTCACHEID
)
values
(
@ID,
@CHANGEAGENTID,
@CHANGEAGENTID,
@CURRENTDATE,
@CURRENTDATE,
@NAME,
@CURRENTAPPUSERID,
@SOURCECODE,
@SORTBYCODE,
coalesce(@NAMEORID, ''),
coalesce(@LOCATION, ''),
coalesce(@LASTNAME, ''),
coalesce(@FIRSTNAME, ''),
coalesce(@MIDDLENAME, ''),
coalesce(@NICKNAME, ''),
coalesce(@ADDRESSBLOCK, ''),
coalesce(@CITY, ''),
coalesce(@STATE, ''),
@STATEID,
coalesce(@POSTCODE, ''),
coalesce(@INCLUDEDECEASED, 0),
coalesce(@INCLUDEINACTIVE, 0),
coalesce(@SPOUSELASTNAME, ''),
coalesce(@SPOUSEFIRSTNAME, ''),
coalesce(@AGEMIN, 0),
coalesce(@AGEMAX, 0),
@ESTIMATEDWEALTHMINID,
@ESTIMATEDWEALTHMAXID,
coalesce(@BUSINESS, ''),
@HASBUSINESS,
coalesce(@CLASSYEAR, ''),
@RECORDTYPECODE,
@EXACTMATCHONLY,
@OVERALLRATINGCODEID,
coalesce(@GIVINGMIN, ''),
coalesce(@LARGESTGIFTMIN, ''),
coalesce(@SECURITIESMIN, ''),
coalesce(@REALESTATEMIN, ''),
coalesce(@SPENDMIN, ''),
coalesce(@INCOMERANGE, ''),
coalesce(@GIVINGCATEGORYDISPLAY, ''),
coalesce(@MOSAICDISPLAY, ''),
@ISEXPORT,
@RESEARCHRESULTS,
coalesce(@MAXROWSCODE, 100),
coalesce(@EXPORTCACHEID, '')
);
end
else
begin
update dbo.PROSPECTSEARCH
set
CHANGEDBYID = @CHANGEAGENTID,
DATECHANGED = @CURRENTDATE,
SOURCECODE = @SOURCECODE,
SORTBYCODE = @SORTBYCODE,
NAMEORID = coalesce(@NAMEORID, ''),
LOCATION = coalesce(@LOCATION, ''),
LASTNAME = coalesce(@LASTNAME, ''),
FIRSTNAME = coalesce(@FIRSTNAME, ''),
MIDDLENAME = coalesce(@MIDDLENAME, ''),
NICKNAME = coalesce(@NICKNAME, ''),
ADDRESSBLOCK = coalesce(@ADDRESSBLOCK, ''),
CITY = coalesce(@CITY, ''),
STATE = coalesce(@STATE, ''),
STATEID = @STATEID,
POSTCODE = coalesce(@POSTCODE, ''),
INCLUDEDECEASED = coalesce(@INCLUDEDECEASED, 0),
INCLUDEINACTIVE = coalesce(@INCLUDEINACTIVE, 0),
SPOUSELASTNAME = coalesce(@SPOUSELASTNAME, ''),
SPOUSEFIRSTNAME = coalesce(@SPOUSEFIRSTNAME, ''),
AGEMIN = coalesce(@AGEMIN, 0),
AGEMAX = coalesce(@AGEMAX, 0),
ESTIMATEDWEALTHMINID = @ESTIMATEDWEALTHMINID,
ESTIMATEDWEALTHMAXID = @ESTIMATEDWEALTHMAXID,
BUSINESS = coalesce(@BUSINESS, ''),
HASBUSINESS = @HASBUSINESS,
CLASSYEAR = coalesce(@CLASSYEAR, ''),
RECORDTYPECODE = @RECORDTYPECODE,
EXACTMATCHONLY = @EXACTMATCHONLY,
OVERALLRATINGCODEID = @OVERALLRATINGCODEID,
GIVINGMIN = coalesce(@GIVINGMIN, ''),
LARGESTGIFTMIN = coalesce(@LARGESTGIFTMIN, ''),
SECURITIESMIN = coalesce(@SECURITIESMIN, ''),
REALESTATEMIN = coalesce(@REALESTATEMIN, ''),
SPENDMIN = coalesce(@SPENDMIN, ''),
INCOMERANGE = coalesce(@INCOMERANGE, ''),
GIVINGCATEGORYDISPLAY = coalesce(@GIVINGCATEGORYDISPLAY, ''),
ISEXPORT = @ISEXPORT,
RESEARCHRESULTS = @RESEARCHRESULTS,
MAXROWS = coalesce(@MAXROWSCODE, 100),
EXPORTCACHEID = coalesce(@EXPORTCACHEID, '')
where ID = @ID;
end
exec dbo.USP_PROSPECTSEARCH_GET_CATEGORIES_UPDATEFROMXML @ID, @GIVINGCATEGORIES, @CHANGEAGENTID, @CURRENTDATE
exec dbo.USP_PROSPECTSEARCH_GET_MOSAICS_UPDATEFROMXML @ID, @MOSAICS, @CHANGEAGENTID, @CURRENTDATE
end try
begin catch
exec dbo.USP_RAISE_ERROR
return 1
end catch
return 0;