USP_WEALTHPOINT_GENERATESEARCHHISTORY_RESEARCHGROUP
Creates a row in the WealthPoint Search History table for a research group 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 | |
@RESEARCHGROUPID | uniqueidentifier | IN |
Definition
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CREATE procedure dbo.USP_WEALTHPOINT_GENERATESEARCHHISTORY_RESEARCHGROUP(
@ID uniqueidentifier = null output,
@CHANGEAGENTID uniqueidentifier = null,
@CURRENTAPPUSERID uniqueidentifier = null,
@REQUESTID int = 0,
@STATUSCODE int = 0,
@STATUSDETAILS nvarchar(500)='',
@RESEARCHGROUPID uniqueidentifier
) 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();
declare @RECORDCOUNT integer;
select
@RECORDCOUNT = count(RGM.ID)
from
dbo.RESEARCHGROUPMEMBER RGM
left outer join dbo.DISABLEDWEALTHUPDATES DWU on DWU.ID = RGM.CONSTITUENTID
where
RGM.RESEARCHGROUPID = @RESEARCHGROUPID and DWU.ID is null;
insert into dbo.WPSEARCHHISTORY (
ID,
RESEARCHGROUPID,
REQUESTID,
STATUSCODE,
STATUSDETAILS,
DATESUBMITTED,
SEARCHTYPECODE,
RECORDCOUNT,
APPUSERID,
CHANGEDBYID,
ADDEDBYID,
DATEADDED,
DATECHANGED
) values (
@ID,
@RESEARCHGROUPID,
@REQUESTID,
@STATUSCODE,
@STATUSDETAILS,
@CURRENTDATE,
1, --Research Group Search Type Code
@RECORDCOUNT,
@CURRENTAPPUSERID,
@CHANGEAGENTID,
@CHANGEAGENTID,
@CURRENTDATE,
@CURRENTDATE
)
update
dbo.WEALTH
set
PENDINGSEARCH =1,
CHANGEDBYID = @CHANGEAGENTID,
DATECHANGED = @CURRENTDATE
from
dbo.RESEARCHGROUPMEMBER RGM
inner join dbo.WEALTH on
WEALTH.ID = RGM.CONSTITUENTID
left outer join dbo.DISABLEDWEALTHUPDATES DWU on
DWU.ID = WEALTH.ID
where
RESEARCHGROUPID = @RESEARCHGROUPID and DWU.ID is null
insert into dbo.WEALTH (
ID,
PENDINGSEARCH,
CHANGEDBYID,
ADDEDBYID,
DATEADDED,
DATECHANGED
)
select
RESEARCHGROUPMEMBER.CONSTITUENTID,
1,
@CHANGEAGENTID,
@CHANGEAGENTID,
@CURRENTDATE,
@CURRENTDATE
from
dbo.RESEARCHGROUPMEMBER
left outer join dbo.WEALTH on
RESEARCHGROUPMEMBER.CONSTITUENTID = WEALTH.ID
left outer join dbo.DISABLEDWEALTHUPDATES DWU on
DWU.ID = RESEARCHGROUPMEMBER.CONSTITUENTID
where
RESEARCHGROUPID = @RESEARCHGROUPID and
WEALTH.ID is null and DWU.ID is null
--Update any records who are non-constituents to be constituents
update
dbo.CONSTITUENT
set
ISCONSTITUENT = 1,
CHANGEDBYID = @CHANGEAGENTID,
DATECHANGED = @CURRENTDATE
from
dbo.RESEARCHGROUPMEMBER RGM
left join dbo.CONSTITUENT on
CONSTITUENT.ID = RGM.CONSTITUENTID
left join dbo.DISABLEDWEALTHUPDATES DWU on
DWU.ID = CONSTITUENT.ID
where
RGM.RESEARCHGROUPID = @RESEARCHGROUPID and
DWU.ID is null and
CONSTITUENT.ISCONSTITUENT = 0;
return 0;
end;