USP_MERGETASK_CONSTITUENTWEALTH
Parameters
Parameter | Parameter Type | Mode | Description |
---|---|---|---|
@SOURCEID | uniqueidentifier | IN | |
@TARGETID | uniqueidentifier | IN | |
@CHANGEAGENTID | uniqueidentifier | IN |
Definition
Copy
create procedure dbo.USP_MERGETASK_CONSTITUENTWEALTH
(
@SOURCEID uniqueidentifier,
@TARGETID uniqueidentifier,
@CHANGEAGENTID uniqueidentifier
)
as
set nocount on;
begin try
declare @CURRENTDATE datetime = getdate();
if not exists (select 1 from dbo.WEALTH where ID = @TARGETID)
begin
insert into [dbo].[WEALTH]
(
[ID]
,[WEALTHPROFILEPDF]
,[WEALTHPOINTDATE]
,[ADDEDBYID]
,[CHANGEDBYID]
,[DATEADDED]
,[DATECHANGED]
,[PENDINGSEARCH]
,[REALESTATEASSETS]
,[REALESTATEASSETSCONFIRMED]
,[REALESTATENUMBER]
,[REALESTATENUMBERCONFIRMED]
,[BUSINESSOWNERSHIPASSETS]
,[BUSINESSOWNERSHIPASSETSCONFIRMED]
,[BUSINESSOWNERSHIPNUMBER]
,[BUSINESSOWNERSHIPNUMBERCONFIRMED]
,[SECURITIESASSETS]
,[SECURITIESASSETSCONFIRMED]
,[SECURITIESNUMBER]
,[SECURITIESNUMBERCONFIRMED]
,[AFFLUENCEINDICATORASSETS]
,[AFFLUENCEINDICATORASSETSCONFIRMED]
,[AFFLUENCEINDICATORNUMBER]
,[AFFLUENCEINDICATORNUMBERCONFIRMED]
,[INCOMECOMPENSATIONASSETS]
,[INCOMECOMPENSATIONASSETSCONFIRMED]
,[INCOMECOMPENSATIONNUMBER]
,[INCOMECOMPENSATIONNUMBERCONFIRMED]
,[OTHERASSETS]
,[OTHERASSETSCONFIRMED]
,[OTHERASSETSNUMBER]
,[OTHERASSETSNUMBERCONFIRMED]
,[BIOGRAPHICALNUMBER]
,[BIOGRAPHICALNUMBERCONFIRMED]
,[POLITICALDONATIONNUMBER]
,[POLITICALDONATIONNUMBERCONFIRMED]
,[PHILANTHROPICGIFTNUMBER]
,[PHILANTHROPICGIFTNUMBERCONFIRMED]
,[NONPROFITAFFILIATIONNUMBER]
,[NONPROFITAFFILIATIONNUMBERCONFIRMED]
,[PRIVATEFOUNDATIONNUMBER]
,[PRIVATEFOUNDATIONNUMBERCONFIRMED]
,[SOCIALMEDIADATE])
select
@TARGETID
,[WEALTHPROFILEPDF]
,[WEALTHPOINTDATE]
,@CHANGEAGENTID
,@CHANGEAGENTID
,@CURRENTDATE
,@CURRENTDATE
,[PENDINGSEARCH]
,[REALESTATEASSETS]
,[REALESTATEASSETSCONFIRMED]
,[REALESTATENUMBER]
,[REALESTATENUMBERCONFIRMED]
,[BUSINESSOWNERSHIPASSETS]
,[BUSINESSOWNERSHIPASSETSCONFIRMED]
,[BUSINESSOWNERSHIPNUMBER]
,[BUSINESSOWNERSHIPNUMBERCONFIRMED]
,[SECURITIESASSETS]
,[SECURITIESASSETSCONFIRMED]
,[SECURITIESNUMBER]
,[SECURITIESNUMBERCONFIRMED]
,[AFFLUENCEINDICATORASSETS]
,[AFFLUENCEINDICATORASSETSCONFIRMED]
,[AFFLUENCEINDICATORNUMBER]
,[AFFLUENCEINDICATORNUMBERCONFIRMED]
,[INCOMECOMPENSATIONASSETS]
,[INCOMECOMPENSATIONASSETSCONFIRMED]
,[INCOMECOMPENSATIONNUMBER]
,[INCOMECOMPENSATIONNUMBERCONFIRMED]
,[OTHERASSETS]
,[OTHERASSETSCONFIRMED]
,[OTHERASSETSNUMBER]
,[OTHERASSETSNUMBERCONFIRMED]
,[BIOGRAPHICALNUMBER]
,[BIOGRAPHICALNUMBERCONFIRMED]
,[POLITICALDONATIONNUMBER]
,[POLITICALDONATIONNUMBERCONFIRMED]
,[PHILANTHROPICGIFTNUMBER]
,[PHILANTHROPICGIFTNUMBERCONFIRMED]
,[NONPROFITAFFILIATIONNUMBER]
,[NONPROFITAFFILIATIONNUMBERCONFIRMED]
,[PRIVATEFOUNDATIONNUMBER]
,[PRIVATEFOUNDATIONNUMBERCONFIRMED]
,[SOCIALMEDIADATE]
from [dbo].[WEALTH]
where [ID] = @SOURCEID
end
-- merge real estates
exec dbo.USP_MERGETWOCONSTITUENTS_REALESTATE @SOURCEID = @SOURCEID, @TARGETID = @TARGETID, @CHANGEAGENTID = @CHANGEAGENTID
-- merge business ownerships
exec dbo.USP_MERGETWOCONSTITUENTS_BUSINESSOWNERSHIP @SOURCEID = @SOURCEID, @TARGETID = @TARGETID, @CHANGEAGENTID = @CHANGEAGENTID
-- merge securities
exec dbo.USP_MERGETWOCONSTITUENTS_SECURITIES @SOURCEID = @SOURCEID, @TARGETID = @TARGETID, @CHANGEAGENTID = @CHANGEAGENTID
-- merge affluence indicators
exec dbo.USP_MERGETWOCONSTITUENTS_AFFLUENCEINDICATOR @SOURCEID = @SOURCEID, @TARGETID = @TARGETID, @CHANGEAGENTID = @CHANGEAGENTID
-- merge income compensations
exec dbo.USP_MERGETWOCONSTITUENTS_INCOMECOMPENSATION @SOURCEID = @SOURCEID, @TARGETID = @TARGETID, @CHANGEAGENTID = @CHANGEAGENTID
-- merge other assets
if exists (select 1 from dbo.WPOTHERASSET where WEALTHID = @SOURCEID)
begin
update dbo.WPOTHERASSET
set WEALTHID = @TARGETID, CHANGEDBYID = @CHANGEAGENTID, DATECHANGED = @CURRENTDATE
where WEALTHID = @SOURCEID;
exec dbo.USP_WEALTHPOINT_UPDATEWEALTHSUMMARY_OTHERASSET @TARGETID, @CHANGEAGENTID;
exec dbo.USP_WEALTHPOINT_UPDATEWEALTHSUMMARY_OTHERASSET @SOURCEID, @CHANGEAGENTID;
end
-- merge giving summary
if not exists (select 1 from dbo.RE7INTEGRATIONGIVINGSUMMARY where ID = @TARGETID)
begin
insert into dbo.RE7INTEGRATIONGIVINGSUMMARY
(
[ID]
,[FIRSTGIFTAMOUNT]
,[FIRSTGIFTDATE]
,[LARGESTGIFTAMOUNT]
,[LARGESTGIFTDATE]
,[LATESTGIFTAMOUNT]
,[LATESTGIFTDATE]
,[TOTALGIFTSGIVEN]
,[TOTALGIFTAMOUNT]
,[FIRSTGIFTTYPE]
,[FIRSTGIFTDESIGNATION]
,[LARGESTGIFTTYPE]
,[LARGESTGIFTDESIGNATION]
,[LATESTGIFTTYPE]
,[LATESTGIFTDESIGNATION]
,[ADDEDBYID]
,[CHANGEDBYID]
,[DATEADDED]
,[DATECHANGED]
)
select
@TARGETID
,[FIRSTGIFTAMOUNT]
,[FIRSTGIFTDATE]
,[LARGESTGIFTAMOUNT]
,[LARGESTGIFTDATE]
,[LATESTGIFTAMOUNT]
,[LATESTGIFTDATE]
,[TOTALGIFTSGIVEN]
,[TOTALGIFTAMOUNT]
,[FIRSTGIFTTYPE]
,[FIRSTGIFTDESIGNATION]
,[LARGESTGIFTTYPE]
,[LARGESTGIFTDESIGNATION]
,[LATESTGIFTTYPE]
,[LATESTGIFTDESIGNATION]
,@CHANGEAGENTID
,@CHANGEAGENTID
,@CURRENTDATE
,@CURRENTDATE
from dbo.RE7INTEGRATIONGIVINGSUMMARY
where ID = @SOURCEID;
end
-- merge philanthropic gifts
exec dbo.USP_MERGETWOCONSTITUENTS_PHILANTHROPICGIFT @SOURCEID = @SOURCEID, @TARGETID = @TARGETID, @CHANGEAGENTID = @CHANGEAGENTID
-- merge political donations
exec dbo.USP_MERGETWOCONSTITUENTS_POLITICALDONATION @SOURCEID = @SOURCEID, @TARGETID = @TARGETID, @CHANGEAGENTID = @CHANGEAGENTID
-- merge biographical demographics
exec dbo.USP_MERGETWOCONSTITUENTS_BIOGRAPHICALDEMOGRAPHIC @SOURCEID = @SOURCEID, @TARGETID = @TARGETID, @CHANGEAGENTID = @CHANGEAGENTID
-- merge biographicals
exec dbo.USP_MERGETWOCONSTITUENTS_BIOGRAPHICAL @SOURCEID = @SOURCEID, @TARGETID = @TARGETID, @CHANGEAGENTID = @CHANGEAGENTID
-- merge non profit affiliations
exec dbo.USP_MERGETWOCONSTITUENTS_NONPROFITAFFILIATION @SOURCEID = @SOURCEID, @TARGETID = @TARGETID, @CHANGEAGENTID = @CHANGEAGENTID
-- merge private foundations
exec dbo.USP_MERGETWOCONSTITUENTS_PRIVATEFOUNDATION @SOURCEID = @SOURCEID, @TARGETID = @TARGETID, @CHANGEAGENTID = @CHANGEAGENTID
-- merge social summary
if not exists (select 1 from dbo.WPSOCIAL where ID = @TARGETID)
begin
insert into dbo.WPSOCIAL
(
[ID]
,[ADDEDBYID]
,[CHANGEDBYID]
,[DATEADDED]
,[DATECHANGED]
,[SOURCE]
,[FULLNAME]
,[GENDERCODE]
,[LOCATION]
,[OCCUPATION]
,[COMPANY]
,[SOCIALMEDIARATING]
,[INFLUENCERATING]
,[OUTREACHRATING]
)
select
@TARGETID
,@CHANGEAGENTID
,@CHANGEAGENTID
,@CURRENTDATE
,@CURRENTDATE
,[SOURCE]
,[FULLNAME]
,[GENDERCODE]
,[LOCATION]
,[OCCUPATION]
,[COMPANY]
,[SOCIALMEDIARATING]
,[INFLUENCERATING]
,[OUTREACHRATING]
from dbo.WPSOCIAL
where ID = @SOURCEID;
insert into dbo.WPSOCIALIMAGE
(
[ID]
,[WPSOCIALID]
,[IMAGEURL]
,[EMAIL]
,[SEQUENCE]
,[ADDEDBYID]
,[CHANGEDBYID]
,[DATEADDED]
,[DATECHANGED]
,[IMAGE]
,[IMAGETHUMBNAIL]
)
select
newid()
,@TARGETID
,[IMAGEURL]
,[EMAIL]
,[SEQUENCE]
,@CHANGEAGENTID
,@CHANGEAGENTID
,@CURRENTDATE
,@CURRENTDATE
,[IMAGE]
,[IMAGETHUMBNAIL]
from dbo.WPSOCIALIMAGE
where WPSOCIALID = @SOURCEID;
insert into dbo.WPSOCIALPROFILE
(
[ID]
,[WPSOCIALID]
,[LOCATION]
,[OCCUPATION]
,[COMPANY]
,[EMAIL]
,[SEQUENCE]
,[ADDEDBYID]
,[CHANGEDBYID]
,[DATEADDED]
,[DATECHANGED]
,[ISNEW]
)
select
newid()
,@TARGETID
,[LOCATION]
,[OCCUPATION]
,[COMPANY]
,[EMAIL]
,[SEQUENCE]
,@CHANGEAGENTID
,@CHANGEAGENTID
,@CURRENTDATE
,@CURRENTDATE
,[ISNEW]
from dbo.WPSOCIALPROFILE
where WPSOCIALID = @SOURCEID;
end
-- merge social media accounts
exec dbo.USP_MERGETWOCONSTITUENTS_SOCIALMEDIAACCOUNT @SOURCEID = @SOURCEID, @TARGETID = @TARGETID, @CHANGEAGENTID = @CHANGEAGENTID
exec dbo.USP_WEALTHCAPACITY_UPDATE @TARGETID, @CHANGEAGENTID;
exec dbo.USP_WEALTHCAPACITY_UPDATE @SOURCEID, @CHANGEAGENTID;
end try
begin catch
exec dbo.USP_RAISE_ERROR;
return 1;
end catch
return 0;