USP_DATALIST_WEALTHPOINTSEARCHHISTORY
A datalist of Prospect Wealth searches.
Parameters
Parameter | Parameter Type | Mode | Description |
---|---|---|---|
@NAME | nvarchar(100) | IN | Name |
@DATESSUBMITTEDCODE | smallint | IN | Date submitted |
@USERNAME | nvarchar(154) | IN | User name |
Definition
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CREATE procedure dbo.USP_DATALIST_WEALTHPOINTSEARCHHISTORY
(
@NAME nvarchar(100) = null,
@DATESSUBMITTEDCODE smallint = 2,
@USERNAME nvarchar(154) = null
)
as
set nocount on;
declare @CURRENTDATE datetime;
set @CURRENTDATE = getdate();
declare @STARTDATE datetime;
select @STARTDATE =
case @DATESSUBMITTEDCODE
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);
select
WPSEARCHHISTORY.ID,
WPSEARCHHISTORY.CONSTITUENTID,
WPSEARCHHISTORY.RESEARCHGROUPID,
WPSEARCHHISTORY.DATESUBMITTED,
case
when WPSEARCHHISTORY.CONSTITUENTID is not null then CONSTITUENT.NAME
when WPSEARCHHISTORY.RESEARCHGROUPID is not null then RESEARCHGROUP.NAME
end as NAME,
coalesce(APPUSERCONSTITUENT.NAME,APPUSER.USERNAME) as USERNAME,
WPSEARCHHISTORY.DATESTARTED,
WPSEARCHHISTORY.DATEREADY,
WPSEARCHHISTORY.DATERETRIEVED,
WPSEARCHHISTORY.STATUS,
WPSEARCHHISTORY.STATUSDETAILS,
case
when not WPSEARCHHISTORY.CONSTITUENTID is null then 1
else 0
end as ISCONSTITUENT,
case
when not WPSEARCHHISTORY.RESEARCHGROUPID is null then 1
else 0
end as ISRESEARCHGROUP
from
dbo.WPSEARCHHISTORY
left outer join dbo.APPUSER on
APPUSER.ID=WPSEARCHHISTORY.APPUSERID
left outer join dbo.CONSTITUENT APPUSERCONSTITUENT on
APPUSERCONSTITUENT.ID=APPUSER.CONSTITUENTID
left outer join dbo.CONSTITUENT on
CONSTITUENT.ID=WPSEARCHHISTORY.CONSTITUENTID
left outer join dbo.RESEARCHGROUP on
RESEARCHGROUP.ID=WPSEARCHHISTORY.RESEARCHGROUPID
where
((@NAME is null or @NAME = '') or (CONSTITUENT.NAME like '%' + @NAME + '%') or (RESEARCHGROUP.NAME like '%' + @NAME + '%')) and
((@USERNAME is null or @USERNAME = '') or coalesce(APPUSERCONSTITUENT.NAME,APPUSER.USERNAME) like @USERNAME) and
(not @DATESSUBMITTEDCODE in (1,2,3,4,5,6) or (WPSEARCHHISTORY.DATESUBMITTED >= @STARTDATE and WPSEARCHHISTORY.DATESUBMITTED <= @ENDDATE))
order by
WPSEARCHHISTORY.DATESUBMITTED