USP_WEALTHPOINT_UPDATEWEALTHSUMMARY
Updates the wealth summary information for a given wealth record.
Parameters
Parameter | Parameter Type | Mode | Description |
---|---|---|---|
@WEALTHID | uniqueidentifier | IN | |
@CHANGEAGENTID | uniqueidentifier | IN |
Definition
Copy
CREATE procedure dbo.USP_WEALTHPOINT_UPDATEWEALTHSUMMARY (
@WEALTHID uniqueidentifier,
@CHANGEAGENTID 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 exists (select WEALTH.ID from dbo.WEALTH where WEALTH.ID = @WEALTHID) begin
declare @REALESTATEASSETS money, @REALESTATEASSETSCONFIRMED money, @REALESTATENUMBER int, @REALESTATENUMBERCONFIRMED int;
declare @BUSINESSOWNERSHIPASSETS money, @BUSINESSOWNERSHIPASSETSCONFIRMED money, @BUSINESSOWNERSHIPNUMBER int, @BUSINESSOWNERSHIPNUMBERCONFIRMED int;
declare @SECURITIESASSETS money, @SECURITIESASSETSCONFIRMED money, @SECURITIESNUMBER int, @SECURITIESNUMBERCONFIRMED int;
declare @AFFLUENCEINDICATORASSETS money, @AFFLUENCEINDICATORASSETSCONFIRMED money, @AFFLUENCEINDICATORNUMBER int, @AFFLUENCEINDICATORNUMBERCONFIRMED int;
declare @INCOMECOMPENSATIONASSETS money, @INCOMECOMPENSATIONASSETSCONFIRMED money, @INCOMECOMPENSATIONNUMBER int, @INCOMECOMPENSATIONNUMBERCONFIRMED int;
declare @OTHERASSETS money, @OTHERASSETSCONFIRMED money, @OTHERASSETSNUMBER int, @OTHERASSETSNUMBERCONFIRMED int;
declare @BIOGRAPHICALNUMBER int, @BIOGRAPHICALNUMBERCONFIRMED int;
declare @POLITICALDONATIONNUMBER int, @POLITICALDONATIONNUMBERCONFIRMED int;
declare @PHILANTHROPICGIFTNUMBER int, @PHILANTHROPICGIFTNUMBERCONFIRMED int;
declare @NONPROFITAFFILIATIONNUMBER int, @NONPROFITAFFILIATIONNUMBERCONFIRMED int;
declare @PRIVATEFOUNDATIONNUMBER int, @PRIVATEFOUNDATIONNUMBERCONFIRMED int;
select @BIOGRAPHICALNUMBER = count(*) from (select ID from dbo.WPBIOGRAPHICAL where WEALTHID = @WEALTHID and REJECTED = 0 union all select ID from dbo.WPBIOGRAPHICALDEMOGRAPHIC where WEALTHID = @WEALTHID and REJECTED = 0) BIO;
select @POLITICALDONATIONNUMBER = count(*) from dbo.WPPOLITICALDONATION where WEALTHID = @WEALTHID and REJECTED = 0;
select @PHILANTHROPICGIFTNUMBER = count(*) from dbo.WPPHILANTHROPICGIFT where WEALTHID = @WEALTHID and REJECTED = 0;
select @NONPROFITAFFILIATIONNUMBER = count(*) from dbo.WPNONPROFITAFFILIATION where WEALTHID = @WEALTHID and REJECTED = 0;
select @PRIVATEFOUNDATIONNUMBER = count(*) from dbo.WPPRIVATEFOUNDATION where WEALTHID = @WEALTHID and REJECTED = 0;
select @BIOGRAPHICALNUMBERCONFIRMED = count(*) from (select ID from dbo.WPBIOGRAPHICAL where WEALTHID = @WEALTHID and CONFIRMED = 1 union all select ID from dbo.WPBIOGRAPHICALDEMOGRAPHIC where WEALTHID = @WEALTHID and CONFIRMED = 1) BIO;
select @POLITICALDONATIONNUMBERCONFIRMED = count(*) from dbo.WPPOLITICALDONATION where WEALTHID = @WEALTHID and CONFIRMED = 1;
select @PHILANTHROPICGIFTNUMBERCONFIRMED = count(*) from dbo.WPPHILANTHROPICGIFT where WEALTHID = @WEALTHID and CONFIRMED = 1;
select @NONPROFITAFFILIATIONNUMBERCONFIRMED = count(*) from dbo.WPNONPROFITAFFILIATION where WEALTHID = @WEALTHID and CONFIRMED = 1;
select @PRIVATEFOUNDATIONNUMBERCONFIRMED = count(*) from dbo.WPPRIVATEFOUNDATION where WEALTHID = @WEALTHID and CONFIRMED = 1;
select @BUSINESSOWNERSHIPNUMBER = count(*), @BUSINESSOWNERSHIPASSETS = sum(OWNERSHIPVALUE) from dbo.WPBUSINESSOWNERSHIP where WEALTHID = @WEALTHID and REJECTED = 0;
select @AFFLUENCEINDICATORNUMBER = count(*), @AFFLUENCEINDICATORASSETS = sum(RPASSETS) from dbo.WPAFFLUENCEINDICATOR where WEALTHID = @WEALTHID and REJECTED = 0;
select @OTHERASSETSNUMBER = count(*), @OTHERASSETS = sum(VALUE) from dbo.WPOTHERASSET where WEALTHID = @WEALTHID and REJECTED = 0;
select @INCOMECOMPENSATIONNUMBER = count(*), @INCOMECOMPENSATIONASSETS = sum(TOTALCOMPENSATION) from dbo.WPINCOMECOMPENSATION where WEALTHID = @WEALTHID and REJECTED = 0 and HISTORICCODE <> 1;
select @REALESTATENUMBER = count(*), @REALESTATEASSETS = sum(PROPERTYVALUATION) from dbo.WPREALESTATE where WEALTHID = @WEALTHID and REJECTED = 0 and HISTORICCODE <> 1;
select @SECURITIESNUMBER = count(*), @SECURITIESASSETS = sum(VALUEDIRECT) from dbo.WPSECURITIES where WEALTHID = @WEALTHID and REJECTED = 0;
select @BUSINESSOWNERSHIPNUMBERCONFIRMED = count(*), @BUSINESSOWNERSHIPASSETSCONFIRMED = sum(OWNERSHIPVALUE) from dbo.WPBUSINESSOWNERSHIP where WEALTHID = @WEALTHID and CONFIRMED = 1;
select @AFFLUENCEINDICATORNUMBERCONFIRMED = count(*), @AFFLUENCEINDICATORASSETSCONFIRMED = sum(RPASSETS) from dbo.WPAFFLUENCEINDICATOR where WEALTHID = @WEALTHID and CONFIRMED = 1;
select @OTHERASSETSNUMBERCONFIRMED = count(*), @OTHERASSETSCONFIRMED = sum(VALUE) from dbo.WPOTHERASSET where WEALTHID = @WEALTHID and CONFIRMED = 1;
select @INCOMECOMPENSATIONNUMBERCONFIRMED = count(*), @INCOMECOMPENSATIONASSETSCONFIRMED = sum(TOTALCOMPENSATION) from dbo.WPINCOMECOMPENSATION where WEALTHID = @WEALTHID and CONFIRMED = 1 and HISTORICCODE <> 1;
select @REALESTATENUMBERCONFIRMED = count(*), @REALESTATEASSETSCONFIRMED = sum(PROPERTYVALUATION) from dbo.WPREALESTATE where WEALTHID = @WEALTHID and CONFIRMED = 1 and HISTORICCODE <> 1;
select @SECURITIESNUMBERCONFIRMED = count(*), @SECURITIESASSETSCONFIRMED = sum(VALUEDIRECT) from dbo.WPSECURITIES where WEALTHID = @WEALTHID and CONFIRMED = 1;
update
dbo.WEALTH
set
REALESTATEASSETS = coalesce(@REALESTATEASSETS,0),
REALESTATEASSETSCONFIRMED = coalesce(@REALESTATEASSETSCONFIRMED,0),
REALESTATENUMBER = coalesce(@REALESTATENUMBER,0),
REALESTATENUMBERCONFIRMED = coalesce(@REALESTATENUMBERCONFIRMED,0),
BUSINESSOWNERSHIPASSETS = coalesce(@BUSINESSOWNERSHIPASSETS,0),
BUSINESSOWNERSHIPASSETSCONFIRMED = coalesce(@BUSINESSOWNERSHIPASSETSCONFIRMED,0),
BUSINESSOWNERSHIPNUMBER = coalesce(@BUSINESSOWNERSHIPNUMBER,0),
BUSINESSOWNERSHIPNUMBERCONFIRMED = coalesce(@BUSINESSOWNERSHIPNUMBERCONFIRMED,0),
SECURITIESASSETS = coalesce(@SECURITIESASSETS,0),
SECURITIESASSETSCONFIRMED = coalesce(@SECURITIESASSETSCONFIRMED,0),
SECURITIESNUMBER = coalesce(@SECURITIESNUMBER,0),
SECURITIESNUMBERCONFIRMED = coalesce(@SECURITIESNUMBERCONFIRMED,0),
AFFLUENCEINDICATORASSETS = coalesce(@AFFLUENCEINDICATORASSETS,0),
AFFLUENCEINDICATORASSETSCONFIRMED = coalesce(@AFFLUENCEINDICATORASSETSCONFIRMED,0),
AFFLUENCEINDICATORNUMBER = coalesce(@AFFLUENCEINDICATORNUMBER,0),
AFFLUENCEINDICATORNUMBERCONFIRMED = coalesce(@AFFLUENCEINDICATORNUMBERCONFIRMED,0),
INCOMECOMPENSATIONASSETS = coalesce(@INCOMECOMPENSATIONASSETS,0),
INCOMECOMPENSATIONASSETSCONFIRMED = coalesce(@INCOMECOMPENSATIONASSETSCONFIRMED,0),
INCOMECOMPENSATIONNUMBER = coalesce(@INCOMECOMPENSATIONNUMBER,0),
INCOMECOMPENSATIONNUMBERCONFIRMED = coalesce(@INCOMECOMPENSATIONNUMBERCONFIRMED,0),
OTHERASSETS = coalesce(@OTHERASSETS,0),
OTHERASSETSCONFIRMED = coalesce(@OTHERASSETSCONFIRMED,0),
OTHERASSETSNUMBER = coalesce(@OTHERASSETSNUMBER,0),
OTHERASSETSNUMBERCONFIRMED = coalesce(@OTHERASSETSNUMBERCONFIRMED,0),
BIOGRAPHICALNUMBER = coalesce(@BIOGRAPHICALNUMBER,0),
BIOGRAPHICALNUMBERCONFIRMED = coalesce(@BIOGRAPHICALNUMBERCONFIRMED,0),
POLITICALDONATIONNUMBER = coalesce(@POLITICALDONATIONNUMBER,0),
POLITICALDONATIONNUMBERCONFIRMED = coalesce(@POLITICALDONATIONNUMBERCONFIRMED,0),
PHILANTHROPICGIFTNUMBER = coalesce(@PHILANTHROPICGIFTNUMBER,0),
PHILANTHROPICGIFTNUMBERCONFIRMED = coalesce(@PHILANTHROPICGIFTNUMBERCONFIRMED,0),
NONPROFITAFFILIATIONNUMBER = coalesce(@NONPROFITAFFILIATIONNUMBER,0),
NONPROFITAFFILIATIONNUMBERCONFIRMED = coalesce(@NONPROFITAFFILIATIONNUMBERCONFIRMED,0),
PRIVATEFOUNDATIONNUMBER = coalesce(@PRIVATEFOUNDATIONNUMBER,0),
PRIVATEFOUNDATIONNUMBERCONFIRMED = coalesce(@PRIVATEFOUNDATIONNUMBERCONFIRMED,0),
CHANGEDBYID = @CHANGEAGENTID,
DATECHANGED = @CURRENTDATE
where
ID = @WEALTHID;
end
end;