USP_DATALIST_CONSTITUENTPROFILEDASHBOARDREVENUESUMMARY

This datalist returns interaction information that is used by the constituent profile dashboard.

Parameters

Parameter Parameter Type Mode Description
@CONSTITUENTID uniqueidentifier IN Constituent
@ISVISIBLE bit IN Visible
@SELECTEDCURRENCYID uniqueidentifier IN Selected currency ID
@CURRENTAPPUSERID uniqueidentifier IN Input parameter indicating the ID of the current user.
@SECURITYFEATUREID uniqueidentifier IN Input parameter indicating the ID of the feature to use for site security checking.
@SECURITYFEATURETYPE tinyint IN Input parameter indicating the type of the feature to use for site security checking.
@REVENUEFILTERID uniqueidentifier IN

Definition

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            CREATE procedure dbo.USP_DATALIST_CONSTITUENTPROFILEDASHBOARDREVENUESUMMARY
            (
              @CONSTITUENTID uniqueidentifier,
              @ISVISIBLE bit = 1,
              @SELECTEDCURRENCYID uniqueidentifier = null,
              @CURRENTAPPUSERID uniqueidentifier,
              @SECURITYFEATUREID uniqueidentifier = null,
              @SECURITYFEATURETYPE tinyint = null,
              @REVENUEFILTERID uniqueidentifier = null
            ) as
                set nocount on;


                declare
                  @SITEFILTERMODE tinyint = 0,
                  @SITESSELECTED nvarchar(max) = null,
                  @DATEFILTER tinyint = 10, --ALL DATES

                  @CURRENCYCODE tinyint = 3, --My Base

                  @STARTDATE datetime,
                  @ENDDATE datetime,
                  @HOUSEHOLDID uniqueidentifier = null,
                  @ISGROUP bit = 0,
                  @TOTALNUMBER int = null,
                  @TOTALAMOUNT money = null,
                  @TOTALAMOUNT_HOUSEHOLD money = null,
                  @TOTALYEARS int = null,
                  @CONSECUTIVEYEARS int = null,
                  @GIVENSINCEFISCALYEAR datetime = null,
                  @TOTALREVENUEWITHGIFTAID money = null,

                  @FIRSTID uniqueidentifier = null,
                  @FIRSTRECORDID uniqueidentifier = null,
                  @FIRSTDATE datetime = null,
                  @FIRSTTYPECODE tinyint = null,
                  @FIRSTTYPE nvarchar(50) = null,
                  @FIRSTAMOUNT money = null,
                  @LATESTID uniqueidentifier = null,
                  @LATESTRECORDID uniqueidentifier = null,
                  @LATESTDATE datetime = null,
                  @LATESTTYPECODE tinyint = null,
                  @LATESTTYPE nvarchar(50) = null,
                  @LATESTAMOUNT money = null,

                  @CURRENCYISOCURRENCYCODE nvarchar(3) = null,
                  @CURRENCYDECIMALDIGITS tinyint = 0,
                  @CURRENCYSYMBOL nvarchar(5) = null,
                  @CURRENCYSYMBOLDISPLAYSETTINGCODE tinyint = 0

            if @ISVISIBLE = 1
            begin

                  if @SELECTEDCURRENCYID = dbo.UFN_CURRENCY_GETORGANIZATIONCURRENCY()
                    set @CURRENCYCODE = 1


                  exec [dbo].[USP_RESOLVEDATEFILTER] @DATEFILTER, @STARTDATE output, @ENDDATE output;

                  /*Get Household ID*/
                  select top(1) @HOUSEHOLDID = GM.GROUPID
                  from dbo.GROUPMEMBER as GM
                  left outer join dbo.GROUPDATA as GD on GD.ID = GM.GROUPID
                  where GM.MEMBERID = @CONSTITUENTID
                  and GD.GROUPTYPECODE = 0
                  and dbo.UFN_GROUPMEMBER_ISCURRENTMEMBER(GM.ID) = 1

                  /* see if this is a household */
                  if @HOUSEHOLDID is null
                    select @ISGROUP = 1
                    from dbo.GROUPDATA where GROUPDATA.ID = @CONSTITUENTID;

                  exec dbo.USP_CONSTITUENT_REVENUESUMMARYEXPANDED
                      @CONSTITUENTID,
                      @ISGROUP,
                      @HOUSEHOLDID,
                      @REVENUEFILTERID,
                      @STARTDATE,
                      @ENDDATE,
                      @CURRENTAPPUSERID,
                      @SITEFILTERMODE,
                      @SITESSELECTED,
                      @SECURITYFEATUREID,
                      @SECURITYFEATURETYPE,
                      @CURRENCYCODE,

                      @TOTALNUMBER output,
                      @TOTALAMOUNT output,
                      @TOTALAMOUNT_HOUSEHOLD output,
                      @TOTALYEARS output,
                      @CONSECUTIVEYEARS output,
                      @GIVENSINCEFISCALYEAR output,
                      @TOTALREVENUEWITHGIFTAID output,

                      @FIRSTID output,
                      @FIRSTRECORDID output,
                      @FIRSTDATE output,
                      @FIRSTTYPECODE output,
                      @FIRSTTYPE output,
                      @FIRSTAMOUNT output,
                      @LATESTID output,
                      @LATESTRECORDID output,
                      @LATESTDATE output,
                @LATESTTYPECODE output,
                      @LATESTTYPE output,
                      @LATESTAMOUNT output,
                      @CURRENCYISOCURRENCYCODE output,
                      @CURRENCYDECIMALDIGITS output,
                      @CURRENCYSYMBOL output,
                      @CURRENCYSYMBOLDISPLAYSETTINGCODE output

              end

                  select
                      @TOTALNUMBER as TOTALNUMBER,
                      @TOTALAMOUNT as TOTALAMOUNT,
                      @TOTALAMOUNT_HOUSEHOLD as TOTALAMOUNT_HOUSEHOLD,
                      @TOTALYEARS as TOTALYEARS,
                      @GIVENSINCEFISCALYEAR as GIVENSINCEFISCALYEAR,
                      @CONSECUTIVEYEARS as CONSECUTIVEYEARS,
                      @TOTALREVENUEWITHGIFTAID as TOTALREVENUEWITHGIFTAID,

                      @FIRSTID as FIRSTID,
                      @FIRSTRECORDID as FIRSTRECORDID,
                      @FIRSTDATE as FIRSTDATE,
                      @FIRSTTYPECODE as FIRSTTYPECODE,
                      @FIRSTTYPE as FIRSTTYPE,
                      @FIRSTAMOUNT as FIRSTAMOUNT,
                      @LATESTID as LATESTID,
                      @LATESTRECORDID as LATESTRECORDID,
                      @LATESTDATE as LATESTDATE,
                      @LATESTTYPECODE as LATESTTYPECODE,
                      @LATESTTYPE as LATESTTYPE,
                      @LATESTAMOUNT as LATESTAMOUNT,

                      @CURRENCYISOCURRENCYCODE as CURRENCYISOCURRENCYCODE,
                      @CURRENCYDECIMALDIGITS as CURRENCYDECIMALDIGITS,
                      @CURRENCYSYMBOL as CURRENCYSYMBOL,
                      @CURRENCYSYMBOLDISPLAYSETTINGCODE as CURRENCYSYMBOLDISPLAYSETTINGCODE


                return 0;