USP_DATAFORMTEMPLATE_EDITSAVE_WPSECURITIES_ORG

The save procedure used by the edit dataform template "Organization 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
@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_EDITSAVE_WPSECURITIES_ORG (
                        @ID uniqueidentifier,
                        @CHANGEAGENTID uniqueidentifier = null,

                        @SOURCE nvarchar(100),
                        @TICKER nvarchar(8),
                        @ISSUERNAME nvarchar(60),

                        @REPORTDATEDIRECT datetime,
                        @PRICEDIRECT money,
                        @ISHISTORICAL tinyint,
                        @SHARESHELDDATE datetime,
                        @AMOUNTOWNEDDIRECT bigint,
                        @VALUEDIRECT money,

                        @CNOTES nvarchar(1024)
                    ) as begin

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

                        update dbo.WPSECURITIES set
                            SOURCE = @SOURCE,
                            TICKER = @TICKER,
                            ISSUERNAME = @ISSUERNAME,

                            PRICEDIRECT = @PRICEDIRECT,
                            REPORTDATEDIRECT = @REPORTDATEDIRECT,
                            ISHISTORICAL = @ISHISTORICAL,
                            SHARESHELDDATE = @SHARESHELDDATE,
                            AMOUNTOWNEDDIRECT = @AMOUNTOWNEDDIRECT,
                            VALUEDIRECT = @VALUEDIRECT,

                            CNOTES = @CNOTES,

                            DATECHANGED = getdate(),
                            CHANGEDBYID = @CHANGEAGENTID
                        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.WPSECURITIES where ID = @ID;

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

                        return 0;
                    end