USP_DATALIST_WEALTHINFORMATIONDASHBOARDHEADER
This datalist returns general header information that is used by the wealth information dashboard.
Parameters
Parameter | Parameter Type | Mode | Description |
---|---|---|---|
@CONSTITUENTID | uniqueidentifier | IN | Constituent |
@CURRENTAPPUSERID | uniqueidentifier | IN | Input parameter indicating the ID of the current user. |
Definition
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CREATE procedure dbo.USP_DATALIST_WEALTHINFORMATIONDASHBOARDHEADER(
@CONSTITUENTID uniqueidentifier,
@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);
declare @CURRENTDATE datetime;
set @CURRENTDATE = getdate();
select
NF.NAME,
dbo.UFN_BUILDFULLADDRESS(a.ID, a.ADDRESSBLOCK, a.CITY, a.STATEID, a.POSTCODE, a.COUNTRYID) as ADDRESS,
dbo.UFN_PHONE_GETINTERNATIONALNUMBER(phone.COUNTRYID, phone.NUMBER) as NUMBER,
e.EMAILADDRESS,
org.NAME as PRIMARYBUSINESS,
rji.JOBTITLE as POSITION,
spouse_NF.NAME as SPOUSENAME,
c.LOOKUPID as LOOKUPID,
PROSPECTMANAGER_NF.NAME as PROSPECTMANAGER,
c.[PICTURE],
ptc.DESCRIPTION as PHONETYPE
from
dbo.CONSTITUENT c
left outer join dbo.RELATIONSHIP r
on r.RELATIONSHIPCONSTITUENTID = c.ID and r.ISPRIMARYBUSINESS = 1
left join dbo.RELATIONSHIPSET rs
on r.RELATIONSHIPSETID = rs.ID
left join dbo.RELATIONSHIPJOBINFO rji
on rji.RELATIONSHIPSETID = rs.ID
and (rji.STARTDATE is NULL or rji.STARTDATE <= @CURRENTDATE)
and (rji.ENDDATE is NULL or rji.ENDDATE >= @CURRENTDATE)
left outer join dbo.CONSTITUENT org
on r.RECIPROCALCONSTITUENTID = org.ID
left outer join dbo.RELATIONSHIP s
on s.RELATIONSHIPCONSTITUENTID = c.ID and s.ISSPOUSE = 1
left outer join dbo.CONSTITUENT spouse
on s.RECIPROCALCONSTITUENTID = spouse.ID
left outer join dbo.WEALTHCAPACITY w
on w.ID = c.ID
left outer join dbo.PROSPECT p
on c.ID = p.ID
left outer join dbo.ADDRESS a
on c.ID = a.CONSTITUENTID
and a.ISPRIMARY = 1
and a.ISCONFIDENTIAL = 0
and a.DONOTMAIL = 0
left outer join dbo.PHONE phone
on c.ID = phone.CONSTITUENTID
and phone.ISPRIMARY = 1
and phone.ISCONFIDENTIAL = 0
and phone.DONOTCALL = 0
left outer join dbo.EMAILADDRESS e
on c.ID = e.CONSTITUENTID
and e.ISPRIMARY = 1
and e.DONOTEMAIL = 0
left outer join dbo.PHONETYPECODE ptc
on ptc.ID = phone.PHONETYPECODEID
outer apply dbo.UFN_CONSTITUENT_DISPLAYNAME(spouse.ID) spouse_NF
outer apply dbo.UFN_CONSTITUENT_DISPLAYNAME(p.PROSPECTMANAGERFUNDRAISERID) PROSPECTMANAGER_NF
outer apply dbo.UFN_CONSTITUENT_DISPLAYNAME(C.ID) NF
where
c.ID = @CONSTITUENTID
and (@ISADMIN = 1 or
@APPUSER_IN_NONRACROLE = 1 or
dbo.UFN_SECURITY_APPUSER_GRANTED_CONSTITID_FORREPORT(@CURRENTAPPUSERID, c.ID, @APPUSER_IN_NOSECGROUPROLE) = 1);