USP_DATALIST_WEALTHINFORMATIONDASHBOARDOTHERASSET

This datalist returns WealthPiont other asset 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

Copy


                create procedure dbo.USP_DATALIST_WEALTHINFORMATIONDASHBOARDOTHERASSET
                (
                    @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
                                         (select top(1) MANUALCONFIDENCE from dbo.WEALTHPOINTCONFIGURATION)
                                end as CONFIDENCE

                            from
                            dbo.WPOTHERASSET WP
                        )

                        select 
                            SOURCE,
                            DESCRIPTION,
                            VALUE,
                            NOTES
                        from
                            dbo.WPOTHERASSET 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
                                         (select top(1) MANUALCONFIDENCE from dbo.WEALTHPOINTCONFIGURATION)
                                end as CONFIDENCE

                            from
                            dbo.WPOTHERASSET WP
                        )

                        select top 1
                            SOURCE,
                            DESCRIPTION,
                            VALUE,
                            NOTES
                        from
                            dbo.WPOTHERASSET 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