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