USP_DATALIST_WEALTHPOINTDATAREFRESHNOTIFICATION_CONSTITUENT
Returns a list of WealthPoint data refreshes for a constituent.
Parameters
Parameter | Parameter Type | Mode | Description |
---|---|---|---|
@WEALTHID | uniqueidentifier | IN | Input parameter indicating the context ID for the data list. |
@SOURCE | nvarchar(150) | IN | Source |
@DATERANGECODE | smallint | IN | Date range |
Definition
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CREATE procedure dbo.USP_DATALIST_WEALTHPOINTDATAREFRESHNOTIFICATION_CONSTITUENT (
@WEALTHID uniqueidentifier = null,
@SOURCE nvarchar(150) = 'Refinitiv (Securities)',
@DATERANGECODE smallint = 1
) as
set nocount on;
declare @CURRENTDATE datetime;
set @CURRENTDATE = getdate();
declare @STARTDATE datetime;
select @STARTDATE =
case @DATERANGECODE
when '1' then --Today
dbo.UFN_DATE_GETEARLIESTTIME(dateadd(day,0,@CURRENTDATE))
when '2' then --Last 7 days
dbo.UFN_DATE_GETEARLIESTTIME(dateadd(day,-6,@CURRENTDATE))
when '3' then --Last 30 days
dbo.UFN_DATE_GETEARLIESTTIME(dateadd(day,-29,@CURRENTDATE))
when '4' then --Last 90 days
dbo.UFN_DATE_GETEARLIESTTIME(dateadd(day,-89,@CURRENTDATE))
when '5' then --Last 6 months
dbo.UFN_DATE_GETEARLIESTTIME(dateadd(month,-5,@CURRENTDATE))
when '6' then --Last 12 months
dbo.UFN_DATE_GETEARLIESTTIME(dateadd(month,-11,@CURRENTDATE))
end
declare @ENDDATE datetime;
set @ENDDATE = dbo.UFN_DATE_GETLATESTTIME(@CURRENTDATE);
with
ALLREFRESHCHANGES_CTE as (
select
dateadd(dd,0,datediff(dd,0,WPSECURITIESREFRESHCHANGES.[DATE])) DATE,
WPSECURITIESREFRESHCHANGES.[SOURCE] SOURCE,
WPSECURITIESREFRESHCHANGES.[KEYNAME] WEALTHDETAILNAME,
WPSECURITIESREFRESHCHANGES.[FIELDTRANSLATION] FIELD,
WPSECURITIESREFRESHCHANGES.[OLDVALUE] OLDVALUE,
WPSECURITIESREFRESHCHANGES.[NEWVALUE] NEWVALUE
from
dbo.UFN_WPSECURITIES_DATAREFRESHCHANGEHISTORY(@WEALTHID, @STARTDATE, @ENDDATE) WPSECURITIESREFRESHCHANGES
where
@SOURCE is null or WPSECURITIESREFRESHCHANGES.[SOURCE] = @SOURCE
union all
select
dateadd(dd,0,datediff(dd,0,WPBUSINESSOWNERSHIPREFRESHCHANGES.[DATE])),
WPBUSINESSOWNERSHIPREFRESHCHANGES.[SOURCE],
WPBUSINESSOWNERSHIPREFRESHCHANGES.[KEYNAME],
WPBUSINESSOWNERSHIPREFRESHCHANGES.[FIELDTRANSLATION],
WPBUSINESSOWNERSHIPREFRESHCHANGES.[OLDVALUE],
WPBUSINESSOWNERSHIPREFRESHCHANGES.[NEWVALUE]
from
dbo.UFN_WPBUSINESSOWNERSHIP_DATAREFRESHCHANGEHISTORY(@WEALTHID, @STARTDATE, @ENDDATE) WPBUSINESSOWNERSHIPREFRESHCHANGES
where
@SOURCE is null or WPBUSINESSOWNERSHIPREFRESHCHANGES.[SOURCE] = @SOURCE
union all
select
dateadd(dd,0,datediff(dd,0,WPBIOGRAPHICALREFRESHCHANGES.[DATE])),
WPBIOGRAPHICALREFRESHCHANGES.[SOURCE],
WPBIOGRAPHICALREFRESHCHANGES.[KEYNAME],
WPBIOGRAPHICALREFRESHCHANGES.[FIELDTRANSLATION],
WPBIOGRAPHICALREFRESHCHANGES.[OLDVALUE],
WPBIOGRAPHICALREFRESHCHANGES.[NEWVALUE]
from
dbo.UFN_WPBIOGRAPHICAL_DATAREFRESHCHANGEHISTORY(@WEALTHID, @STARTDATE, @ENDDATE) WPBIOGRAPHICALREFRESHCHANGES
where
@SOURCE is null or WPBIOGRAPHICALREFRESHCHANGES.[SOURCE] = @SOURCE
union all
select
dateadd(dd,0,datediff(dd,0,WPNONPROFITAFFILIATIONREFRESHCHANGES.[DATE])),
case WPNONPROFITAFFILIATIONREFRESHCHANGES.[SOURCE]
when 'GuideStar' then
'GuideStar (Nonprofit Affiliations)'
else
WPNONPROFITAFFILIATIONREFRESHCHANGES.[SOURCE]
end,
WPNONPROFITAFFILIATIONREFRESHCHANGES.[KEYNAME],
WPNONPROFITAFFILIATIONREFRESHCHANGES.[FIELDTRANSLATION],
WPNONPROFITAFFILIATIONREFRESHCHANGES.[OLDVALUE],
WPNONPROFITAFFILIATIONREFRESHCHANGES.[NEWVALUE]
from
dbo.UFN_WPNONPROFITAFFILIATION_DATAREFRESHCHANGEHISTORY(@WEALTHID, @STARTDATE, @ENDDATE) WPNONPROFITAFFILIATIONREFRESHCHANGES
where
@SOURCE is null or
case WPNONPROFITAFFILIATIONREFRESHCHANGES.[SOURCE]
when 'GuideStar' then
'GuideStar (Nonprofit Affiliations)'
else
WPNONPROFITAFFILIATIONREFRESHCHANGES.[SOURCE]
end = @SOURCE
union all
select
dateadd(dd,0,datediff(dd,0,WPPRIVATEFOUNDATIONREFRESHCHANGES.[DATE])),
case WPPRIVATEFOUNDATIONREFRESHCHANGES.[SOURCE]
when 'GuideStar' then
'GuideStar (Foundation Affiliations)'
else
WPPRIVATEFOUNDATIONREFRESHCHANGES.[SOURCE]
end,
WPPRIVATEFOUNDATIONREFRESHCHANGES.[KEYNAME],
WPPRIVATEFOUNDATIONREFRESHCHANGES.[FIELDTRANSLATION],
WPPRIVATEFOUNDATIONREFRESHCHANGES.[OLDVALUE],
WPPRIVATEFOUNDATIONREFRESHCHANGES.[NEWVALUE]
from
dbo.UFN_WPPRIVATEFOUNDATION_DATAREFRESHCHANGEHISTORY(@WEALTHID, @STARTDATE, @ENDDATE) WPPRIVATEFOUNDATIONREFRESHCHANGES
where
@SOURCE is null or
case WPPRIVATEFOUNDATIONREFRESHCHANGES.[SOURCE]
when 'GuideStar' then
'GuideStar (Foundation Affiliations)'
else
WPPRIVATEFOUNDATIONREFRESHCHANGES.[SOURCE]
end = @SOURCE
)
select distinct
cast(ALLREFRESHCHANGES_CTE.[DATE] as nvarchar(100)) + cast(ALLREFRESHCHANGES_CTE.[SOURCE] as nvarchar(50)) ID,
null [PARENTID],
ALLREFRESHCHANGES_CTE.[DATE],
ALLREFRESHCHANGES_CTE.[SOURCE] [SOURCE],
null [WEALTHDETAILNAME],
null [FIELD],
null [OLDVALUE],
null [NEWVALUE]
from
ALLREFRESHCHANGES_CTE
union all
select
null,
cast(ALLREFRESHCHANGES_CTE.[DATE] as nvarchar(36)) + cast(ALLREFRESHCHANGES_CTE.[SOURCE] as nvarchar(50)),
null,
null,
ALLREFRESHCHANGES_CTE.[WEALTHDETAILNAME],
ALLREFRESHCHANGES_CTE.[FIELD],
ALLREFRESHCHANGES_CTE.[OLDVALUE],
case when ALLREFRESHCHANGES_CTE.[NEWVALUE] in('0','00000000','0.00','0.0000','') then ALLREFRESHCHANGES_CTE.[NEWVALUE]+ ' (Previous value retained)'
else ALLREFRESHCHANGES_CTE.[NEWVALUE]
end
from
ALLREFRESHCHANGES_CTE
order by
[DATE],[SOURCE],[WEALTHDETAILNAME],[FIELD];