USP_DATAFORMTEMPLATE_ADD_WPAFFLUENCEINDICATOR_3
The save procedure used by the add dataform template "WealthPoint Affluence Indicator Add Form 3".
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 |
| @FULLNAME | nvarchar(100) | IN | Name |
| @CNOTES | nvarchar(1024) | IN | Notes |
| @ADDRESSTYPE | nvarchar(25) | IN | Address type |
| @LINE1 | nvarchar(100) | IN | Address |
| @CITY | nvarchar(25) | IN | City |
| @STATE | nvarchar(2) | IN | State |
| @ZIP | nvarchar(5) | IN | ZIP |
| @COUNTY | nvarchar(20) | IN | County |
| @TITLE | nvarchar(50) | IN | Job title |
| @COMPANY | nvarchar(50) | IN | Company |
| @WEBSITE | nvarchar(200) | IN | Website |
| @SALES | money | IN | Sales |
| @EMPLOYMENT | int | IN | Employees |
| @NAICS | nvarchar(100) | IN | NAICS |
| @AGE | nvarchar(7) | IN | Age |
| @DONOR | nvarchar(250) | IN | Donor type |
| @MARITAL | nvarchar(25) | IN | Marital status |
| @CHILDRENINDICATOR | nvarchar(200) | IN | Children |
| @INCOME | nvarchar(25) | IN | Income |
| @CONTRIBUTOR | nvarchar(35) | IN | Contributor type |
| @POLITICALAFFILIATION | nvarchar(25) | IN | Political affiliation |
| @RELIGIOUSAFFILIATION | nvarchar(25) | IN | Religious affiliation |
| @ETHNIC | nvarchar(50) | IN | Ethnicity |
| @CURRENTAPPUSERID | uniqueidentifier | IN | Input parameter indicating the ID of the current user. |
Definition
Copy
CREATE procedure dbo.USP_DATAFORMTEMPLATE_ADD_WPAFFLUENCEINDICATOR_3 (
@ID uniqueidentifier = null output,
@WEALTHID uniqueidentifier,
@CHANGEAGENTID uniqueidentifier = null,
@SOURCE nvarchar(100),
@PHONE nvarchar(20) = '',
@GENDERCODE tinyint = 0,
@MULTIMILLN nvarchar(25) = '',
@WEALTHIND nvarchar(1000) = '',
@FULLNAME nvarchar(100) = '',
@CNOTES nvarchar(1024) = '',
@ADDRESSTYPE nvarchar(25) = '',
@LINE1 nvarchar(100) = '',
@CITY nvarchar(25) = '',
@STATE nvarchar(2) = '',
@ZIP nvarchar(5) = '',
@COUNTY nvarchar(20) = '',
@TITLE nvarchar(50) = '',
@COMPANY nvarchar(50) = '',
@WEBSITE nvarchar(200) = '',
@SALES money = 0,
@EMPLOYMENT int = 0,
@NAICS nvarchar(100) = '',
@AGE nvarchar(7) = '',
@DONOR nvarchar(250) = '',
@MARITAL nvarchar(25) = '',
@CHILDRENINDICATOR nvarchar(200) = '',
@INCOME nvarchar(25) = '',
@CONTRIBUTOR nvarchar(35) = '',
@POLITICALAFFILIATION nvarchar(25) = '',
@RELIGIOUSAFFILIATION nvarchar(25) = '',
@ETHNIC nvarchar(50) = '',
@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,
FULLNAME,
CNOTES,
ADDRESSTYPE,
LINE1,
CITY,
STATE,
ZIP,
COUNTY,
TITLE,
COMPANY,
WEBSITE,
SALES,
EMPLOYMENT,
NAICS,
AGE,
DONOR,
MARITAL,
CHILDRENINDICATOR,
INCOME,
CONTRIBUTOR,
POLITICALAFFILIATION,
RELIGIOUSAFFILIATION,
ETHNIC,
CONFIRMED,
CONFIRMEDBYAPPUSERID,
DATECONFIRMED,
REJECTED,
REJECTEDBYAPPUSERID,
DATEREJECTED
) values (
@ID,
@WEALTHID,
@CHANGEAGENTID,
@CHANGEAGENTID,
@SOURCE,
@PHONE,
@GENDERCODE,
@MULTIMILLN,
@WEALTHIND,
@FULLNAME,
@CNOTES,
@ADDRESSTYPE,
@LINE1,
@CITY,
@STATE,
@ZIP,
@COUNTY,
@TITLE,
@COMPANY,
@WEBSITE,
@SALES,
@EMPLOYMENT,
@NAICS,
@AGE,
@DONOR,
@MARITAL,
@CHILDRENINDICATOR,
@INCOME,
@CONTRIBUTOR,
@POLITICALAFFILIATION,
@RELIGIOUSAFFILIATION,
@ETHNIC,
@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;