USP_DATAFORMTEMPLATE_EDITSAVE_WPPRIVATEFOUNDATION_2

The save procedure used by the edit dataform template "WealthPoint Private Foundation Edit Form 2".

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	Job title
@COMP	money	IN	Compensation
@FORMYEAR	UDT_YEAR	IN	Form year
@FILEDDATE	datetime	IN	Filed date
@FAIRMARKETVALUEASSETS	money	IN	Fair market value assets
@LOCATION	nvarchar(100)	IN	Location
@REVENUE	money	IN	Revenue
@ORGFORMYEAR	UDT_YEAR	IN	Org. form year
@WEBSITE	UDT_WEBADDRESS	IN	Website
@HCITY	nvarchar(100)	IN	Location city
@HSTATE	nvarchar(2)	IN	Location state
@HZIP	nvarchar(10)	IN	Location ZIP

Definition

Copy



                    CREATE procedure dbo.USP_DATAFORMTEMPLATE_EDITSAVE_WPPRIVATEFOUNDATION_2 (
                        @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,
                        @FORMYEAR dbo.UDT_YEAR,
                        @FILEDDATE datetime,
                        @FAIRMARKETVALUEASSETS money,
                        @LOCATION nvarchar(100),
                        @REVENUE money,
                        @ORGFORMYEAR dbo.UDT_YEAR,
                        @WEBSITE dbo.UDT_WEBADDRESS,
                        @HCITY nvarchar(100),
                        @HSTATE nvarchar(2),
                        @HZIP nvarchar(10)
                    ) as begin

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

            declare @CURRENTDATE datetime = getdate();

            --wealth source updates

            if(select
                            count(WEALTHSOURCE.SOURCE)
                        from
                            dbo.WEALTHSOURCE 
            where SOURCE = @SOURCE
                        ) = 0
                        begin
                            insert into dbo.WEALTHSOURCE (
                                [SOURCE],
                                [ISBUILTIN],
                                [ADDEDBYID],
                                [CHANGEDBYID]
                            )values(
                                @SOURCE,
                                0,
                                @CHANGEAGENTID,
                                @CHANGEAGENTID
                            );
            end  

            if(
            not exists (select top 1 1 from dbo.WEALTHCAPACITYFORMULAPRIVATEFOUNDATIONSOURCE where SOURCE = @SOURCE)
              and
            not exists (select top 1 1 from dbo.WPPRIVATEFOUNDATION where SOURCE = @SOURCE)
            )
            begin
            insert into WEALTHCAPACITYFORMULAPRIVATEFOUNDATIONSOURCE(                
              WEALTHCAPACITYFORMULAID,
              [SOURCE],
              [ADDEDBYID],
              [CHANGEDBYID],
              [DATEADDED],
              [DATECHANGED]
            )
            select 
              ID,
              @SOURCE,
              @CHANGEAGENTID,
              @CHANGEAGENTID,
              @CURRENTDATE,
              @CURRENTDATE
              from WEALTHCAPACITYFORMULA;
                        end 

                        declare @WPRELATIONSHIP_PF_ID uniqueidentifier;

                        --Get common nonprofit association record ID

                        exec dbo.USP_WPRELATIONSHIP_PF_ADD @ID = @WPRELATIONSHIP_PF_ID output, @EIN = @EIN, @CHANGEAGENTID = @CHANGEAGENTID;

                        update dbo.WPPRIVATEFOUNDATION set
                            CHANGEDBYID = @CHANGEAGENTID,
                            DATECHANGED = @CURRENTDATE,
                            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,
                            FORMYEAR = @FORMYEAR,
                            FILEDDATE = @FILEDDATE,
                            FAIRMARKETVALUEASSETS = @FAIRMARKETVALUEASSETS,
                            LOCATION = @LOCATION,
                            REVENUE = @REVENUE,
                            ORGFORMYEAR = @ORGFORMYEAR,
                            WEBSITE = @WEBSITE,
                            HCITY = @HCITY,
                            HSTATE = @HSTATE,
                            HZIP = @HZIP,
                            WPRELATIONSHIP_PF_ID = @WPRELATIONSHIP_PF_ID
                        where
                            ID=@ID;

                        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;