USP_WEALTHPOINT_UPDATEWEALTHSUMMARY_SECURITIES

Updates the securities wealth summary information for a given wealth record.

Parameters

Parameter Parameter Type Mode Description
@WEALTHID uniqueidentifier IN
@CHANGEAGENTID uniqueidentifier IN

Definition

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            create procedure dbo.USP_WEALTHPOINT_UPDATEWEALTHSUMMARY_SECURITIES (
                @WEALTHID uniqueidentifier,
                @CHANGEAGENTID uniqueidentifier = null
            ) as begin
                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 @SECURITIESASSETS money, @SECURITIESASSETSCONFIRMED money, @SECURITIESNUMBER int, @SECURITIESNUMBERCONFIRMED int;

                    select @SECURITIESNUMBER = count(*), @SECURITIESASSETS = sum(VALUEDIRECT) from dbo.WPSECURITIES where WEALTHID = @WEALTHID and REJECTED = 0;
                    select @SECURITIESNUMBERCONFIRMED = count(*), @SECURITIESASSETSCONFIRMED = sum(VALUEDIRECT) from dbo.WPSECURITIES where WEALTHID = @WEALTHID and CONFIRMED = 1;

                    update
                        dbo.WEALTH
                    set
                        SECURITIESASSETS = coalesce(@SECURITIESASSETS,0),
                        SECURITIESASSETSCONFIRMED = coalesce(@SECURITIESASSETSCONFIRMED,0),
                        SECURITIESNUMBER = coalesce(@SECURITIESNUMBER,0),
                        SECURITIESNUMBERCONFIRMED = coalesce(@SECURITIESNUMBERCONFIRMED,0),
                        CHANGEDBYID = @CHANGEAGENTID,
                        DATECHANGED = @CURRENTDATE
                    where
                        ID = @WEALTHID;
                end
            end;