USP_DATAFORMTEMPLATE_EDITSAVE_WPPRIVATEFOUNDATION

The save procedure used by the edit dataform template "WealthPoint Private Foundation Edit Form".

Parameters

Parameter	Parameter Type	Mode	Description
@ID	uniqueidentifier	IN	The input ID parameter indicating the ID of the record being edited.
@CHANGEAGENTID	uniqueidentifier	IN	Input parameter indicating the ID of the change agent invoking the procedure.
@SOURCE	nvarchar(100)	IN	Source
@CNOTES	nvarchar(1024)	IN	Notes
@RULING_YEAR	UDT_YEAR	IN	Ruling year
@YEAR_ENDING	datetime	IN	Year ending
@EIN	nvarchar(30)	IN	EIN
@COMPANY	nvarchar(150)	IN	Organization
@LINE1	nvarchar(150)	IN	Address
@CITY	nvarchar(30)	IN	City
@STATE	nvarchar(100)	IN	State
@ZIP	nvarchar(10)	IN	ZIP
@PHONE	nvarchar(25)	IN	Phone
@DESCRIPTION	nvarchar(150)	IN	Description
@TOTALASSETS_FMV	money	IN	Total assets
@FULLNAME	nvarchar(150)	IN	Name
@TITLE	nvarchar(30)	IN	Title
@COMP	money	IN	Salary

Definition

Copy



                    CREATE procedure dbo.USP_DATAFORMTEMPLATE_EDITSAVE_WPPRIVATEFOUNDATION (
                        @ID uniqueidentifier,
                        @CHANGEAGENTID uniqueidentifier = null,
                        @SOURCE nvarchar(100),
                        @CNOTES nvarchar(1024),
                        @RULING_YEAR dbo.UDT_YEAR,
                        @YEAR_ENDING datetime,
                        @EIN nvarchar(30),
                        @COMPANY nvarchar(150),
                        @LINE1 nvarchar(150),
                        @CITY nvarchar(30),
                        @STATE nvarchar(100),
                        @ZIP nvarchar(10),
                        @PHONE nvarchar(25),
                        @DESCRIPTION nvarchar(150),
                        @TOTALASSETS_FMV money,
                        @FULLNAME nvarchar(150),
                        @TITLE nvarchar(30),
                        @COMP money 
                    ) as begin

                        if @CHANGEAGENTID is null  
                            exec dbo.USP_CHANGEAGENT_GETORCREATECHANGEAGENT @CHANGEAGENTID output

                        update dbo.WPPRIVATEFOUNDATION set
                            CHANGEDBYID = @CHANGEAGENTID,
                            DATECHANGED = getdate(),
                            SOURCE = @SOURCE,
                            CNOTES = @CNOTES,
                            RULING_YEAR = @RULING_YEAR,
                            YEAR_ENDING = @YEAR_ENDING,
                            EIN = @EIN,
                            COMPANY = @COMPANY,
                            LINE1 = @LINE1,
                            CITY = @CITY,
                            STATE = @STATE,
                            ZIP = @ZIP,
                            PHONE = @PHONE,
                            DESCRIPTION = @DESCRIPTION,
                            TOTALASSETS_FMV = @TOTALASSETS_FMV,
                            FULLNAME = @FULLNAME,
                            TITLE = @TITLE,
                            COMP = @COMP
                        where
                            ID=@ID;

                        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

                        declare @WEALTHID uniqueidentifier;
                        select @WEALTHID=WEALTHID from dbo.WPPRIVATEFOUNDATION where ID=@ID;

                        exec dbo.USP_WEALTHPOINT_UPDATEWEALTHSUMMARY_PRIVATEFOUNDATION @WEALTHID, @CHANGEAGENTID;
                        exec dbo.USP_WEALTHCAPACITY_UPDATE @WEALTHID, @CHANGEAGENTID;

                        return 0;
                    end;