USP_DATALIST_WEALTHINFORMATIONDASHBOARDAFFLUENCEINDICATOR
This datalist returns WealthPiont affluence indicators information that is used by the wealth information dashboard.
Parameters
Parameter | Parameter Type | Mode | Description |
---|---|---|---|
@CONSTITUENTID | uniqueidentifier | IN | Constituent |
@ISVISIBLE | bit | IN | Visible |
@CONFIDENCE | int | IN | Confidence |
@CURRENTAPPUSERID | uniqueidentifier | IN | Input parameter indicating the ID of the current user. |
Definition
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CREATE procedure dbo.USP_DATALIST_WEALTHINFORMATIONDASHBOARDAFFLUENCEINDICATOR
(
@CONSTITUENTID uniqueidentifier,
@ISVISIBLE bit = 1,
@CONFIDENCE int = 0,
@CURRENTAPPUSERID uniqueidentifier = null
)
as
set nocount on;
declare @ISADMIN bit;
declare @APPUSER_IN_NONRACROLE bit;
declare @APPUSER_IN_NOSECGROUPROLE bit;
set @ISADMIN = dbo.UFN_APPUSER_ISSYSADMIN(@CURRENTAPPUSERID);
set @APPUSER_IN_NONRACROLE = dbo.UFN_SECURITY_APPUSER_IN_NONRACROLE(@CURRENTAPPUSERID);
set @APPUSER_IN_NOSECGROUPROLE = dbo.UFN_SECURITY_APPUSER_IN_NO_SECURITY_GROUP_ROLE(@CURRENTAPPUSERID);
if @ISVISIBLE = 1
begin
with RECORDCONFIDENCE as(
select
WP.ID,
case
when WP.CONFIRMED = 1 then '5'
when WP.REJECTED = 1 then '0'
else
isnull(CR.CONFIDENCE,(select top(1) MANUALCONFIDENCE from dbo.WEALTHPOINTCONFIGURATION))
end as CONFIDENCE
from
dbo.WPAFFLUENCEINDICATOR WP
left outer join
dbo.MATCHCODE MC on WP.MC = MC.MATCHCODE
left outer join
dbo.CONFIDENCERATING CR on CR.MATCHCODEID = MC.ID
left outer join
dbo.WEALTHSOURCE WS on CR.WEALTHSOURCEID = WS.ID
where
WS.SOURCE like WP.SOURCE or WS.SOURCE is null
)
select top 1000
SOURCE,
FULLNAME,
MULTIMILLN,
RPASSETS,
WEALTHIND,
WP.ID,
PHONE,
GENDER,
CNOTES,
ADDRESSTYPE,
LINE1,
CITY,
STATE,
ZIP,
ZIP4,
COUNTY,
TITLE,
COMPANY,
WEBSITE,
SALES,
EMPLOYMENT,
NAICS,
AGE,
DONOR,
MARITAL,
CHILDRENINDICATOR,
INCOME,
CONTRIBUTOR,
POLITICALAFFILIATION,
RELIGIOUSAFFILIATION,
ETHNIC
from
dbo.WPAFFLUENCEINDICATOR WP
left outer join
RECORDCONFIDENCE RC on RC.ID = WP.ID
where
WEALTHID = @CONSTITUENTID and REJECTED = 0 and
(((0 <= @CONFIDENCE and @CONFIDENCE <=5) and RC.CONFIDENCE >= @CONFIDENCE) or
((@CONFIDENCE = 99) and WP.CONFIRMED = 1))
and (@ISADMIN = 1 or
@APPUSER_IN_NONRACROLE = 1 or
dbo.UFN_SECURITY_APPUSER_GRANTED_CONSTITID_FORREPORT(@CURRENTAPPUSERID, WEALTHID, @APPUSER_IN_NOSECGROUPROLE) = 1)
end
else
begin
with RECORDCONFIDENCE as(
select
WP.ID,
case
when WP.CONFIRMED = 1 then '5'
when WP.REJECTED = 1 then '0'
else
isnull(CR.CONFIDENCE,(select top(1) MANUALCONFIDENCE from dbo.WEALTHPOINTCONFIGURATION))
end as CONFIDENCE
from
dbo.WPAFFLUENCEINDICATOR WP
left outer join
dbo.MATCHCODE MC on WP.MC = MC.MATCHCODE
left outer join
dbo.CONFIDENCERATING CR on CR.MATCHCODEID = MC.ID
left outer join
dbo.WEALTHSOURCE WS on CR.WEALTHSOURCEID = WS.ID
where
WS.SOURCE like WP.SOURCE or WS.SOURCE is null
)
select top 1
SOURCE,
FULLNAME,
MULTIMILLN,
RPASSETS,
WEALTHIND
from
dbo.WPAFFLUENCEINDICATOR WP
left outer join
RECORDCONFIDENCE RC on RC.ID = WP.ID
where
WEALTHID = @CONSTITUENTID and REJECTED = 0 and
(((0 <= @CONFIDENCE and @CONFIDENCE <=5) and RC.CONFIDENCE >= @CONFIDENCE) or
((@CONFIDENCE = 99) and WP.CONFIRMED = 1))
end