USP_DATAFORMTEMPLATE_ADD_WPAFFLUENCEINDICATOR_2
The save procedure used by the add dataform template "WealthPoint Affluence Indicator Add Form 2".
Parameters
| Parameter | Parameter Type | Mode | Description |
|---|---|---|---|
| @ID | uniqueidentifier | INOUT | The output parameter indicating the ID of the record added. |
| @WEALTHID | uniqueidentifier | IN | Input parameter indicating the context ID for the record being added. |
| @CHANGEAGENTID | uniqueidentifier | IN | Input parameter indicating the ID of the change agent invoking the procedure. |
| @SOURCE | nvarchar(100) | IN | Source |
| @PHONE | nvarchar(20) | IN | Phone |
| @GENDERCODE | tinyint | IN | Gender |
| @MULTIMILLN | nvarchar(25) | IN | Millionaire code |
| @WEALTHIND | nvarchar(1000) | IN | Wealth indicators |
| @RPASSETS | money | IN | Retirement plan assets |
| @FULLNAME | nvarchar(100) | IN | Name |
| @CNOTES | nvarchar(1024) | IN | Notes |
| @CURRENTAPPUSERID | uniqueidentifier | IN | Input parameter indicating the ID of the current user. |
Definition
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CREATE procedure dbo.USP_DATAFORMTEMPLATE_ADD_WPAFFLUENCEINDICATOR_2 (
@ID uniqueidentifier = null output,
@WEALTHID uniqueidentifier,
@CHANGEAGENTID uniqueidentifier = null,
@SOURCE nvarchar(100),
@PHONE nvarchar(20) = '',
@GENDERCODE tinyint = 0,
@MULTIMILLN nvarchar(25) = '',
@WEALTHIND nvarchar(1000) = '',
@RPASSETS money = 0,
@FULLNAME nvarchar(100) = '',
@CNOTES nvarchar(1024) = '',
@CURRENTAPPUSERID uniqueidentifier
) as begin
set nocount on;
if @CHANGEAGENTID is null
exec dbo.USP_CHANGEAGENT_GETORCREATECHANGEAGENT @CHANGEAGENTID output;
if @ID is null
set @ID = newid();
exec dbo.USP_WEALTH_CREATE @WEALTHID, @CHANGEAGENTID;
declare @CURRENTDATE datetime;
set @CURRENTDATE = getdate();
declare @CONFIRMED bit;
declare @CONFIRMEDBYAPPUSERID uniqueidentifier;
declare @DATECONFIRMED datetime;
declare @REJECTED bit;
declare @REJECTEDBYAPPUSERID uniqueidentifier;
declare @DATEREJECTED datetime;
set @CONFIRMED = 0;
set @REJECTED = 0;
if @CURRENTAPPUSERID is not null
begin
select
@REJECTED = case MANUALCONFIDENCE
when 5 then 0
when 0 then 1
end,
@DATEREJECTED = case MANUALCONFIDENCE
when 5 then NULL
when 0 then @CURRENTDATE
end,
@REJECTEDBYAPPUSERID = case MANUALCONFIDENCE
when 5 then NULL
when 0 then @CURRENTAPPUSERID
end,
@CONFIRMED = case MANUALCONFIDENCE
when 5 then 1
when 0 then 0
end,
@DATECONFIRMED = case MANUALCONFIDENCE
when 5 then @CURRENTDATE
when 0 then NULL
end,
@CONFIRMEDBYAPPUSERID = case MANUALCONFIDENCE
when 5 then @CURRENTAPPUSERID
when 0 then NULL
end
from
dbo.WEALTHPOINTCONFIGURATION
where
MANUALCONFIDENCE in (0,5)
end
insert into dbo.WPAFFLUENCEINDICATOR (
ID,
WEALTHID,
CHANGEDBYID,
ADDEDBYID,
SOURCE,
PHONE,
GENDERCODE,
MULTIMILLN,
WEALTHIND,
RPASSETS,
FULLNAME,
CNOTES,
CONFIRMED,
CONFIRMEDBYAPPUSERID,
DATECONFIRMED,
REJECTED,
REJECTEDBYAPPUSERID,
DATEREJECTED
) values (
@ID,
@WEALTHID,
@CHANGEAGENTID,
@CHANGEAGENTID,
@SOURCE,
@PHONE,
@GENDERCODE,
@MULTIMILLN,
@WEALTHIND,
@RPASSETS,
@FULLNAME,
@CNOTES,
@CONFIRMED,
@CONFIRMEDBYAPPUSERID,
@DATECONFIRMED,
@REJECTED,
@REJECTEDBYAPPUSERID,
@DATEREJECTED
);
if (select
count(WEALTHSOURCE.SOURCE)
from
dbo.WEALTHSOURCE
where
WEALTHSOURCE.SOURCE = @SOURCE
) = 0
begin
insert into dbo.WEALTHSOURCE (
[SOURCE],
[ISBUILTIN],
[ADDEDBYID],
[CHANGEDBYID]
)values(
@SOURCE,
0,
@CHANGEAGENTID,
@CHANGEAGENTID
);
end
exec dbo.USP_WEALTHPOINT_UPDATEWEALTHSUMMARY_AFFLUENCEINDICATOR @WEALTHID, @CHANGEAGENTID;
exec dbo.USP_WEALTHCAPACITY_UPDATE @WEALTHID, @CHANGEAGENTID;
return 0;
end;