USP_WEALTHPOINT_GENERATESEARCHHISTORY_CONSTITUENT

Creates a row in the WealthPoint Search History table for a single constituent search.

Parameters

Parameter Parameter Type Mode Description
@ID uniqueidentifier INOUT
@CHANGEAGENTID uniqueidentifier IN
@CURRENTAPPUSERID uniqueidentifier IN
@REQUESTID int IN
@STATUSCODE int IN
@STATUSDETAILS nvarchar(500) IN
@CONSTITUENTID uniqueidentifier IN

Definition

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            CREATE procedure dbo.USP_WEALTHPOINT_GENERATESEARCHHISTORY_CONSTITUENT(
                @ID uniqueidentifier = null output,
                @CHANGEAGENTID uniqueidentifier = null,
                @CURRENTAPPUSERID uniqueidentifier = null,
                @REQUESTID int = 0,
                @STATUSCODE int = 0,
                @STATUSDETAILS nvarchar(500)='',
                @CONSTITUENTID uniqueidentifier = null
            ) as begin
                set nocount on;

                declare @CURRENTDATE datetime;

                set @CURRENTDATE = getdate();

                if @CHANGEAGENTID is null
                    exec dbo.USP_CHANGEAGENT_GETORCREATECHANGEAGENT @CHANGEAGENTID output

                if @ID is null
                    set @ID = newid();

                insert into dbo.WPSEARCHHISTORY    (
                    ID,
                    CONSTITUENTID,
                    REQUESTID,
                    STATUSCODE,
                    STATUSDETAILS,
                    DATESUBMITTED,
                    SEARCHTYPECODE,
                    RECORDCOUNT,
                    APPUSERID,
                    CHANGEDBYID,
                    ADDEDBYID,
                    DATEADDED,
                    DATECHANGED
                ) values (
                    @ID,
                    @CONSTITUENTID,
                    @REQUESTID,
                    @STATUSCODE,
                    @STATUSDETAILS,
                    @CURRENTDATE,
                    0, --Constituent Search Type Code

                    1,
                    @CURRENTAPPUSERID,
                    @CHANGEAGENTID,
                    @CHANGEAGENTID,
                    @CURRENTDATE,
                    @CURRENTDATE
                )

                if exists(select 1 from dbo.WEALTH where ID=@CONSTITUENTID
                begin
                    update
                        dbo.WEALTH
                    set
                        PENDINGSEARCH =   1,
                        CHANGEDBYID =      @CHANGEAGENTID,
                        DATECHANGED =     @CURRENTDATE
                    where
                        ID = @CONSTITUENTID         
                end
                else
                begin
                     insert into dbo.WEALTH(
                        ID,
                        PENDINGSEARCH,
                        CHANGEDBYID,
                        ADDEDBYID,
                        DATEADDED,
                        DATECHANGED
                    )values(
                        @CONSTITUENTID,
                        1,
                        @CHANGEAGENTID,
                        @CHANGEAGENTID,
                        @CURRENTDATE,
                        @CURRENTDATE
                    )                          
                end

                --Update the record if it is a non-constituent to be a constituent

                update
                    dbo.CONSTITUENT
                set
                    ISCONSTITUENT = 1,
                    CHANGEDBYID = @CHANGEAGENTID,
                    DATECHANGED = @CURRENTDATE
                where
                    CONSTITUENT.ID = @CONSTITUENTID and
                    CONSTITUENT.ISCONSTITUENT = 0;

                return 0;

            end;