USP_DATAFORMTEMPLATE_EDITSAVE_WPSECURITIES

The save procedure used by the edit dataform template "WealthPoint Securities 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
@FULLNAME	nvarchar(60)	IN	Name
@CUSIP	nvarchar(9)	IN	Cusip
@FILERID	nvarchar(20)	IN	Filer ID
@RELATIONSHIP	nvarchar(50)	IN	Relationship
@TICKER	nvarchar(8)	IN	Symbol
@ISSUERNAME	nvarchar(60)	IN	Issuer name
@REPORTDATEDIRECT	datetime	IN	Direct date
@REPORTDATEINDIRECT	datetime	IN	Indirect date
@AMOUNTOWNEDDIRECT	bigint	IN	Direct quantity
@AMOUNTOWNEDINDIRECT	bigint	IN	Indirect quantity
@PRICEDIRECT	money	IN	Price direct
@PRICEINDIRECT	money	IN	Price indirect
@VALUEDIRECT	money	IN	Value direct
@VALUEINDIRECT	money	IN	Value indirect
@WPSECURITIESTRANSACTIONS	xml	IN

Definition

Copy



                    CREATE procedure dbo.USP_DATAFORMTEMPLATE_EDITSAVE_WPSECURITIES (
                        @ID uniqueidentifier,
                        @CHANGEAGENTID uniqueidentifier = null,
                        @SOURCE nvarchar(100),    
                        @CNOTES nvarchar(1024),
                        @FULLNAME nvarchar(60),
                        @CUSIP nvarchar(9),
                        @FILERID nvarchar(20),
                        @RELATIONSHIP nvarchar(50),
                        @TICKER nvarchar(8),
                        @ISSUERNAME nvarchar(60),
                        @REPORTDATEDIRECT datetime,
                        @REPORTDATEINDIRECT datetime,
                        @AMOUNTOWNEDDIRECT bigint,
                        @AMOUNTOWNEDINDIRECT bigint,
                        @PRICEDIRECT money,
                        @PRICEINDIRECT money,
                        @VALUEDIRECT money,
                        @VALUEINDIRECT money,
                        @WPSECURITIESTRANSACTIONS xml
                    ) as begin

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

                        if @AMOUNTOWNEDDIRECT is null
                            set @AMOUNTOWNEDDIRECT = 0;

                        if @AMOUNTOWNEDINDIRECT is null
                            set @AMOUNTOWNEDINDIRECT = 0;

                        update dbo.WPSECURITIES set
                            DATECHANGED = getdate(),
                            CHANGEDBYID = @CHANGEAGENTID,
                            SOURCE = @SOURCE,
                            CNOTES = @CNOTES,
                            FULLNAME = @FULLNAME,
                            CUSIP = @CUSIP,
                            FILERID = @FILERID,
                            RELATIONSHIP = @RELATIONSHIP,
                            TICKER = @TICKER,
                            ISSUERNAME = @ISSUERNAME,
                            REPORTDATEDIRECT = @REPORTDATEDIRECT,
                            REPORTDATEINDIRECT = @REPORTDATEINDIRECT,
                            AMOUNTOWNEDDIRECT = @AMOUNTOWNEDDIRECT,
                            AMOUNTOWNEDINDIRECT = @AMOUNTOWNEDINDIRECT,
                            PRICEDIRECT = @PRICEDIRECT,
                            PRICEINDIRECT = @PRICEINDIRECT,
                            VALUEDIRECT = @VALUEDIRECT,
                            VALUEINDIRECT = @VALUEINDIRECT
                        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

                        exec dbo.USP_WPSECURITIES_TRANSACTIONS_UPDATEFROMXML @ID, @WPSECURITIESTRANSACTIONS, @CHANGEAGENTID

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

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

                        return 0;
                    end