USP_DATAFORMTEMPLATE_ADDSAVE_WPSECURITIES_ORG
The save procedure used by the add dataform template "Organization WealthPoint Securities Add Form".
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. |
| @CURRENTAPPUSERID | uniqueidentifier | IN | Input parameter indicating the ID of the current user. |
| @SOURCE | nvarchar(100) | IN | Source |
| @TICKER | nvarchar(8) | IN | Symbol |
| @ISSUERNAME | nvarchar(60) | IN | Issuer name |
| @REPORTDATEDIRECT | datetime | IN | Last retrieved price date |
| @PRICEDIRECT | money | IN | Last retrieved price |
| @ISHISTORICAL | tinyint | IN | Is historical record |
| @SHARESHELDDATE | datetime | IN | Shares held date |
| @AMOUNTOWNEDDIRECT | bigint | IN | Quantity held |
| @VALUEDIRECT | money | IN | Total value |
| @CNOTES | nvarchar(1024) | IN | Notes |
Definition
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CREATE procedure dbo.USP_DATAFORMTEMPLATE_ADDSAVE_WPSECURITIES_ORG(
@ID uniqueidentifier = null output,
@WEALTHID uniqueidentifier,
@CHANGEAGENTID uniqueidentifier = null,
@CURRENTAPPUSERID uniqueidentifier,
@SOURCE nvarchar(100),
@TICKER nvarchar(8) = '',
@ISSUERNAME nvarchar(60) = '',
@REPORTDATEDIRECT datetime = null,
@PRICEDIRECT money = 0,
@ISHISTORICAL tinyint = 0,
@SHARESHELDDATE datetime = null,
@AMOUNTOWNEDDIRECT bigint = 0,
@VALUEDIRECT money = 0,
@CNOTES nvarchar(1024) = ''
) as begin
set nocount on;
if @ID is null
set @ID = newid();
if @CHANGEAGENTID is null
exec dbo.USP_CHANGEAGENT_GETORCREATECHANGEAGENT @CHANGEAGENTID output;
declare @CURRENTDATE datetime;
set @CURRENTDATE = getdate();
exec dbo.USP_WEALTH_CREATE @WEALTHID, @CHANGEAGENTID;
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.WPSECURITIES (
ID,
WEALTHID,
SOURCE,
TICKER,
ISSUERNAME,
PRICEDIRECT,
REPORTDATEDIRECT,
ISHISTORICAL,
SHARESHELDDATE,
AMOUNTOWNEDDIRECT,
VALUEDIRECT,
CNOTES,
CONFIRMED,
CONFIRMEDBYAPPUSERID,
DATECONFIRMED,
REJECTED,
REJECTEDBYAPPUSERID,
DATEREJECTED,
ACTIVE,
CHANGEDBYID,
ADDEDBYID,
DATECHANGED,
DATEADDED
) values (
@ID,
@WEALTHID,
@SOURCE,
@TICKER,
@ISSUERNAME,
@PRICEDIRECT,
@REPORTDATEDIRECT,
@ISHISTORICAL,
@SHARESHELDDATE,
@AMOUNTOWNEDDIRECT,
@VALUEDIRECT,
@CNOTES,
@CONFIRMED,
@CONFIRMEDBYAPPUSERID,
@DATECONFIRMED,
@REJECTED,
@REJECTEDBYAPPUSERID,
@DATEREJECTED,
1,
@CHANGEAGENTID,
@CHANGEAGENTID,
@CURRENTDATE,
@CURRENTDATE
)
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_SECURITIES @WEALTHID, @CHANGEAGENTID;
exec dbo.USP_WEALTHCAPACITY_UPDATE @WEALTHID, @CHANGEAGENTID;
return 0;
end