IF [dbo].[ISSAM4]() = 0
BEGIN
EXEC ('
IF OBJECT_ID(N''KEYHM_BGDelete'', N''P'') IS NOT NULL
BEGIN
DROP PROCEDURE [dbo].[KEYHM_BGDelete]
END')
EXEC ('
CREATE PROCEDURE [dbo].[KEYHM_BGDelete] (
@DraftNo int,
@BatchNo int)
AS
/*****************************************************************************
* *
* Deletes a the billing guide for specified bill *
* SP only suitable for SAM3 *
* *
* Stored Procedure name : KEYHM_BGDelete *
* Copied From : ky_BGDelete *
* *
* ????-??-?? ???? Created *
* 2018-08-23 John Ginnane Added to SVN *
* 2020-05-02 Vinodhan Created KAAS_BGDelete *
*
* Modification History : *
* 2020-03-13 Rajesh P from ky_BGDelete
*****************************************************************************/
BEGIN
DELETE BGD
from [dbo].[BGControl] BGC
INNER JOIN [dbo].[BGGroups] BGG
INNER JOIN [dbo].[BGDetail] BGD
ON BGD.[BGGroupID] = BGG.[ID]
ON BGG.[BGControlID] = BGC.[Id]
WHERE ( (IsNull(@DraftNo, 0) <> 0)
AND (BGC.[DraftNo] = IsNull(@DraftNo, 0)))
OR ( (IsNull(@DraftNo, 0) = 0)
AND (IsNull(@BatchNo, 0) <> 0)
AND (BGC.[BatchNo] = @BatchNo))
DELETE BGG
from [dbo].[BGControl] BGC
INNER JOIN [dbo].[BGGroups] BGG
ON BGG.[BGControlID] = BGC.[Id]
WHERE ( (IsNull(@DraftNo, 0) <> 0)
AND (BGC.[DraftNo] = IsNull(@DraftNo, 0)))
OR ( (IsNull(@DraftNo, 0) = 0)
AND (IsNull(@BatchNo, 0) <> 0)
AND (BGC.[BatchNo] = @BatchNo))
DELETE BGC
from [dbo].[BGControl] BGC
WHERE ( (IsNull(@DraftNo, 0) <> 0)
AND (BGC.[DraftNo] = IsNull(@DraftNo, 0)))
OR ( (IsNull(@DraftNo, 0) = 0)
AND (IsNull(@BatchNo, 0) <> 0)
AND (BGC.[BatchNo] = @BatchNo))
END')
END
ELSE
BEGIN
EXEC ('
IF OBJECT_ID(N''KEYHM_BGDeleteSAM4'', N''P'') IS NOT NULL
BEGIN
DROP PROCEDURE [dbo].[KEYHM_BGDelete]
END')
EXEC ('
CREATE PROCEDURE [dbo].[KEYHM_BGDelete] (
@DraftNo INT)
AS
/*****************************************************************************
*
* ky_BGDeleteSAM4
*
* Deletes a the billing guide for specified bill
* SP only suitable for SAM4
*
* 2018-08-23 John Ginnane Created
*
* Modification History : *
* 2020-03-13 Rajesh P from ky_BGDeleteSAM4
*****************************************************************************/
BEGIN
DELETE BGF
FROM [dbo].[BillingGuideFormated] AS BGF
WHERE BGF.[BillGuideNo] = @DraftNo
DELETE BCM
FROM [dbo].[BillCompMatter] AS BCM
WHERE BCM.[BillingNo] = @DraftNo
DELETE BG
FROM [dbo].[BillingGuide] AS BG
WHERE BG.[BillingNo] = @DraftNo
END')
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_CASEDIARYFetchActionTypes'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_CASEDIARYFetchActionTypes]
END
GO
CREATE PROCEDURE
[dbo].[KEYHM_CASEDIARYFetchActionTypes]
(@LoginHandlerCode VARCHAR(10),
@MatterCode VARCHAR(20) = '',
@SearchText VARCHAR(4000) = '')
AS
/*******************************************************************************************************
* This procedure is used to FETCH Action Type . *
* *
* Stored Procedure Name : [dbo].[KEYHM_CASEDIARYFetchActionTypes] *
* Copied from : [dbo].[ky_NETCASEDIARYFetchActionTypes] *
* *
* Modification History : *
* 2019-04-12 Vinodhan K Created *
* 2019-08-27 Vinodhan K Search functionality added (KEYHM-495) *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
DECLARE @Code VARCHAR(10)
SET @Code = (SELECT RTRIM(ISNULL([CSM].[CSWKTCODE], '')) AS [CsWktCode]
FROM [dbo].[CaseMaster] [CSM]
WHERE [CSM].[CSCODE] = @MatterCode)
SELECT ISNULL(RTRIM([TMP].[WKCODE]),'') AS [Code],
RTRIM(ISNULL([TMP].[WKDESC], '')) AS [Actions]
FROM [dbo].[Templates] [TMP]
WHERE
(
ISNULL(@SearchText, '') = '' OR RTRIM(LTRIM(@SearchText)) = ''
OR
(
[TMP].[WKDESC] LIKE '%' + @SearchText + '%'
)
)
AND
( ISNULL([TMP].[Dept], '') = ''
OR [TMP].[Dept] = (SELECT [HAN].[Dept]
FROM [dbo].[Handlers] [HAN]
WHERE [HAN].[CODE] = @LoginHandlerCode))
AND ( ISNULL([TMP].[Retired], 'N') <> 'Y'
OR [TMP].[WKCODE] = @Code)
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_CASEDIARYFetchActionWorkTypebyActionCode'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_CASEDIARYFetchActionWorkTypebyActionCode]
END
GO
CREATE PROCEDURE
[KEYHM_CASEDIARYFetchActionWorkTypebyActionCode]
(@ActionCode VARCHAR(5),
@SearchText VARCHAR(4000) = '')
AS
/*******************************************************************************************************
* This procedure is used to FETCH Work Type by Action code. *
* *
* Stored Procedure Name : [dbo].[KEYHM_CASEDIARYFetchActionWorkTypebyActionCode] *
* Copied from : [dbo].[ky_NETCASEDIARYFetchActionWorkTypebyActionCode] *
* *
* Modification History : *
* 2019-04-12 Vinodhan K Created *
* 2019-08-27 Vinodhan K Search functionality added (KEYHM-495) *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
--Case type action list
SELECT T.[WORKTYPE],
T.[ACTIONCODE],
T.[SEQ],
T.[TEXT1] AS [DESCRIPTION],
T.[WKTCODE],
T.[ACTIONCATEGORY],
T.[STATUS],
T.[MILESTONETYPE],
T.[CASECODE],
T.[DATE],
T.[PROCESSTYPE],
T.[FNCODE],
T.[TEAMCODE],
T.[DYSTARTTIME],
T.[ACTIONID],
T.[ORGINALACTIONID],
T.[PRIORITY],
T.[HIGHLIGHTED],
T.[ATTACHMENTS],
T.[PROCESSSTATE],
T.[WORKPROCESS],
T.[BILLABLE],
T.[EMALADDRESS],
T.[ADDRESSTO],
T.[EMAIL],
T.[SUBJECT],
T.[DELEGATIONSTATUS],
T.[DRAFTBILLNO],
T.[DDStatus],
T.[DStatus],
T.[AlternativeRow],
REPLACE( ( 'Double click the select action to process the following**Action Code: '
+ ISNULL(T.[ACTIONCODE],'')
+ '**'
+ ISNULL(T.[TEXT1],'')
+ '****'
+ 'Associated document to generate:'
+ '**'
+ ISNULL((SELECT STUFF((SELECT '**' + RTRIM(ISNULL(TDTT.[NAME],''))
FROM [dbo].[TemplateActionDcouments] TADTT
INNER JOIN [dbo].[TemplateDocuments] TDTT
ON TADTT.[DOCUMENT] = TDTT.[CODE]
WHERE TADTT.[ACTION] = T.[ACTIONCODE]
FOR XML PATH('')), 1, 2, '')), 'Nil')
+ '****'
+ 'Associated action to process:**')
+ ISNULL((SELECT STUFF((SELECT '**' + Rtrim(Isnull(TATT.[DESC],''))
FROM [dbo].[TemplateActions] TATT
INNER JOIN [dbo].[TemplateNextActions] TNATT
ON TNATT.[NEXTACTION] = TATT.[ACTIONCODE]
WHERE TNATT.[ACTION] = T.[ACTIONCODE]
FOR XML PATH('')), 1, 2, '')), 'Nil')
,'**'
,CHAR(13)) AS [ToolTips],
[Flag]
FROM (SELECT AWT.[WORKTYPE],
AWT.[ACTIONCODE],
AWT.[SEQ],
TAC.[DESC] AS [TEXT1],
TAC.[WKTCODE],
TAC.[ACTIONCATEGORY],
TAC.[STATUS],
TAC.[MILESTONETYPE],
'' AS [CASECODE],
NULL AS [DATE],
TAC.[PROCESSTYPE],
NULL AS [FNCODE],
NULL AS [TEAMCODE],
NULL AS [DYSTARTTIME],
0 AS [ACTIONID],
NULL AS [ORGINALACTIONID],
TAC.[PRIORITY],
TAC.[HIGHLIGHTED],
NULL AS [ATTACHMENTS],
NULL AS [PROCESSSTATE],
0 AS [WORKPROCESS],
NULL AS [BILLABLE],
NULL AS [EMALADDRESS],
NULL AS [ADDRESSTO],
NULL AS [EMAIL],
NULL AS [SUBJECT],
0 AS [DELEGATIONSTATUS],
0 AS [DRAFTBILLNO],
0 AS [DDStatus],
0 AS [DStatus],
ROW_NUMBER()
OVER(ORDER BY AWT.[WORKTYPE],
AWT.[SEQ]) % 2 AS AlternativeRow,
ISNULL(TAC.[flag], 0) AS [Flag]
FROM dbo.[ActionWorkTypes] AWT
INNER JOIN dbo.[TemplateActions] TAC
ON AWT.[ACTIONCODE] = TAC.[ACTIONCODE]
WHERE
(
ISNULL(@SearchText, '') = '' OR RTRIM(LTRIM(@SearchText)) = ''
OR
(
[DESCRIPTION] LIKE '%' + @SearchText + '%'
)
)
AND
AWT.[WORKTYPE] = @ActionCode) AS T
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KEYHM_CaseSummaryPageLoad',N'P')IS NOT NULL
DROP PROCEDURE [KEYHM_CaseSummaryPageLoad]
GO
CREATE PROCEDURE
[dbo].[KEYHM_CaseSummaryPageLoad]
(@CaseCode VARCHAR(20))
AS
/*******************************************************************************************************
* To get all detail about the matter to load it on to the grid. *
* *
* Stored Procedure Name : [dbo].[KEYHM_CaseSummaryPageLoad] *
* Copied from : [dbo].[ky_NETCaseSummaryPageLoad] *
* *
* Modification History : *
* 2019-04-16 Vinodhan K Created *
* 2019-05-29 John Ginnane KEYD-5916 - Changed "Last Action" to be the last completed action *
*******************************************************************************************************/
BEGIN
DECLARE @NCOMMAND nvarchar(MAX)
SET NOCOUNT ON
DECLARE @DraftBillValue DECIMAL(18, 2)
DECLARE @IsSAM4 bit
SET @IsSAM4 = [dbo].[ISSAM4]()
IF @IsSAM4 = 0
BEGIN
SET @NCOMMAND = N'
SELECT @DraftBillValue = ISNULL(SUM(ISNULL(BD.[NET], 0)), 0) + ISNULL(SUM(ISNULL(BD.[VATVALUE], 0)), 0)
FROM [dbo].[BillHeader] HED
INNER JOIN [dbo].[BillDetails] BD
ON BD.[DRAFTNO] = HED.[DRAFTNO]
WHERE HED.[MATTER] = @CaseCode
AND HED.[BILLNO] = 0'
END
ELSE
BEGIN
SET @NCOMMAND = N'
SELECT @DraftBillValue = ISNULL(SUM(ISNULL(BD.[NetValue], 0)), 0) + ISNULL(SUM(ISNULL(BD.[VatValue], 0)), 0)
FROM [dbo].[BillHead] HED
INNER JOIN [dbo].[BillDetail] BD
ON BD.[BillID] = HED.[BillingID]
WHERE HED.[MatterCode] = @CaseCode
AND HED.[BillStatus] <> ''Approved''
AND ISNULL(HED.[ProForma], '''') = ''Y'''
END
EXECUTE sp_executesql @NCOMMAND, N'@CaseCode VARCHAR(20),@DraftBillValue DECIMAL(18, 2) OUTPUT', @CaseCode = @CaseCode, @DraftBillValue=@DraftBillValue OUTPUT
DECLARE @Section68 VARCHAR(10)
DECLARE @IsApproved VARCHAR(10)
DECLARE @TimeBal INT
DECLARE @ChargeBal DECIMAL(19, 2)
DECLARE @TotalCharge Decimal(19, 2)
DECLARE @TotalTime INT
--Matter values that are re-used elsewhere in this procedure.
SELECT @Section68 = ISNULL(MAT.[Section68],''),
@IsApproved = ISNULL(CON.[Approved],'')
FROM [dbo].[matters] MAT
LEFT OUTER JOIN [dbo].[Contacts] CON
ON CON.[Code] = MAT.[ClientCode]
WHERE MAT.[Code] = @CaseCode
DECLARE @LDIADATE DATETIME
DECLARE @LDIAACTIONTYPE VARCHAR(1)
DECLARE @LDIATEXT1 VARCHAR(MAX)
DECLARE @LDIAFNCODE VARCHAR(10)
DECLARE @LDIAFNNAME VARCHAR(50)
SELECT TOP 1
@LDIADATE = LDIA.[DATE],
@LDIAACTIONTYPE = LDIA.[ACTIONTYPE],
@LDIATEXT1 = LDIA.[TEXT1],
@LDIAFNCODE = LDIA.[FNCODE],
@LDIAFNNAME = [FEC].[Name]
FROM [dbo].[diary] LDIA
INNER JOIN [dbo].[FeeEarnerCodes] [FEC]
ON LDIA.FNCODE = [FEC].[CODE]
WHERE LDIA.[CASECODE] = @CaseCode
AND LDIA.[STATUS] = 1
ORDER BY LDIA.[DATE] DESC
DECLARE @MDIADATE DATETIME
DECLARE @MDIAACTIONTYPE VARCHAR(1)
DECLARE @MDIATEXT1 VARCHAR(MAX)
DECLARE @MDIAFNCODE VARCHAR(10)
DECLARE @MDIAFNNAME VARCHAR(50)
SELECT TOP 1
@MDIADATE= MDIA.[DATE],
@MDIAACTIONTYPE = MDIA.[ACTIONTYPE],
@MDIATEXT1 = MDIA.[TEXT1],
@MDIAFNCODE = MDIA.[FNCODE],
@MDIAFNNAME = [FEC].[Name]
FROM [dbo].[diary] MDIA
INNER JOIN [dbo].[FeeEarnerCodes] [FEC]
ON MDIA.FNCODE = [FEC].[CODE]
WHERE MDIA.[CASECODE] = @CaseCode
AND MDIA.[HIGHLIGHTED] = 'Y'
ORDER BY MDIA.[DATE] DESC
DECLARE @NDIADATE DATETIME
DECLARE @NDIAACTIONTYPE VARCHAR(1)
DECLARE @NDIATEXT1 VARCHAR(MAX)
DECLARE @NDIAFNCODE VARCHAR(10)
DECLARE @NDIAFNNAME VARCHAR(50)
SELECT TOP 1
@NDIADATE = NDIA.[DATE],
@NDIAACTIONTYPE = NDIA.[ACTIONTYPE],
@NDIATEXT1 = NDIA.[TEXT1],
@NDIAFNCODE = NDIA.[FNCODE],
@NDIAFNNAME = [FEC].[Name]
FROM dbo.[diary] NDIA
INNER JOIN [dbo].[FeeEarnerCodes] [FEC]
ON NDIA.FNCODE = [FEC].[CODE]
WHERE NDIA.[CASECODE] = @CaseCode
AND NDIA.[STATUS] = 0
ORDER BY NDIA.[DATE] ASC
DECLARE @TIEDATE DATETIME
--Pino 2015-05-27 Start
--SELECT @TIEDATE = (MAX(TIE.[DATE]))
-- FROM [dbo].[TimeEntry] TIE
-- WHERE TIE.[Matter] = @CaseCode
IF [dbo].[ISSAM4]() = 0
BEGIN
SET @NCOMMAND = N'
SELECT @TIEDATE = MAX(CASE WHEN DLG.[DATE] IS NULL
THEN CONVERT(DATETIME, NULL)
WHEN DLG.[DATE] > GETDATE()
THEN CONVERT(DATETIME, NULL)
ELSE DLG.[DATE] END)
FROM [dbo].[DebtorsLedger] DLG
WHERE DLG.[MATTER] = @CaseCode'
END
ELSE
BEGIN
SET @NCOMMAND = N'
SELECT @TIEDATE = MAX(CASE WHEN TRN.[TransDate] IS NULL
THEN CONVERT(DATETIME, NULL)
WHEN TRN.[TransDate] > GETDATE()
THEN CONVERT(DATETIME, NULL)
ELSE TRN.[TransDate] END)
FROM [dbo].[Transactions] TRN
WHERE TRN.[Posted] = ''Y''
AND TRN.[MatterCode] = @CaseCode
AND TRN.[DebtorsValue] <> 0
AND TRN.[CorrectionInd] = ''L''
AND ( ( TRN.[XnType] = ''I''
AND TRN.[RecType] = ''H'')
OR ( TRN.[XnType] = ''J''
AND TRN.[RecType] = ''D''))'
END
EXECUTE sp_executesql @NCOMMAND, N'@CaseCode VARCHAR(20), @TIEDATE DATETIME OUTPUT', @CaseCode = @CaseCode, @TIEDATE = @TIEDATE OUTPUT
--Pino 2015-05-27 End
DECLARE @LastTimeEntryDate DATETIME
DECLARE @LastTimeEntryTime INT
DECLARE @LastTimeEntryRate DECIMAL(10, 2)
DECLARE @LastTimeEntryCharge DECIMAL(10, 2)
DECLARE @LastTimeEntryTask VARCHAR(6)
DECLARE @LastTimeEntryComment VARCHAR(1000)
DECLARE @LastTimeEntryFE VARCHAR(10)
DECLARE @LastTimeEntryFEName VARCHAR(50)
DECLARE @TimeEntryTotalCharge DECIMAL(19, 2)
DECLARE @TimeEntryTotalTime INT
SELECT TOP (1)
@LastTimeEntryDate = TIE.[DATE],
@LastTimeEntryTime = TIE.[Time],
@LastTimeEntryRate = TIE.[Rate],
@LastTimeEntryCharge = TIE.[Charge],
@LastTimeEntryTask = TIE.[Task],
@LastTimeEntryComment = TIE.[Comment],
@LastTimeEntryFE = TIE.[FeeEarn],
@LastTimeEntryFEName = [FEC].[Name]
FROM [dbo].[TimeEntry] TIE
INNER JOIN [dbo].[FeeEarnerCodes] [FEC]
ON [TIE].[FeeEarn] = [FEC].[CODE]
WHERE TIE.[Matter] = @CaseCode
AND ( (TIE.[TimeOrCharge] = 'T')
OR (TIE.[TimeOrCharge] = 'C')) --**Changed fetch condition JIRA 1081 - arun
ORDER BY TIE.[Date] DESC,
TIE.[Time] DESC
SET @LastTimeEntryRate = ISNULL(@LastTimeEntryRate, 0)
SET @LastTimeEntryCharge = ISNULL(@LastTimeEntryCharge, 0)
-- Please see also: KAAS_MatterClosable. If you change any of these calculations,
-- ensure the ones in there are changed as well.
-- KAAS_PMatterClosable. If you change any of these calculations,
-- ensure the ones in there are changed as well.
-- KAAS_TLFetchTimeEntry. If you change any of these calculations,
-- ensure the ones in there are changed as well.
SELECT @TimeEntryTotalCharge = ISNULL(SUM(ISNULL(TIE.[Charge], 0)), 0),
@TimeEntryTotalTime = ISNULL(SUM(ISNULL(TIE.[TIME], 0)), 0),
@TotalCharge = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N'
THEN 0
ELSE ISNULL(TIE.[Charge], 0) END), 0),
@ChargeBal = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N'
THEN 0
WHEN @IsSAM4 = 1
AND ISNULL(TIE.[InvoiceNo], 0) <> 0
THEN 0
WHEN @IsSAM4 = 1
THEN ISNULL(TIE.[Charge], 0)
ELSE ISNULL(TIE.[Charge], 0) - ISNULL(TIE.[BilledAmount], 0) END), 0),
@TimeBal = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N'
THEN 0
WHEN @IsSAM4 = 1
AND ISNULL(TIE.[InvoiceNo], 0) <> 0
THEN 0
WHEN @IsSAM4 = 0
THEN CASE WHEN TIE.[Charge] = 0
THEN 0
ELSE CONVERT(INT,
FLOOR(CONVERT(DECIMAL(18, 2), TIE.[TIME])
* ( (TIE.[Charge] - TIE.[BilledAmount])
/
TIE.[Charge]))) END
ELSE ISNULL(TIE.[Time], 0) END), 0),
@TotalTime = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N'
THEN 0
ELSE ISNULL(TIE.[Time], 0) END), 0)
FROM [dbo].[TimeEntry] TIE
WHERE TIE.[Matter] = @CaseCode
AND ( (TIE.[TimeOrCharge] = 'T')
OR (TIE.[TimeOrCharge] = 'C')) --**Changed fetch condition JIRA 1081 - arun
DECLARE @DebtBal DECIMAL(19, 2)
DECLARE @OutlayBal DECIMAL(19, 2)
DECLARE @DebtBalDate DATETIME
DECLARE @OutlayBalDate DATETIME
DECLARE @ClientCurrent DECIMAL(19, 2)
DECLARE @ClientDeposit DECIMAL(19, 2)
-- Please see also: KAAS_MatterClosable. If you change any of these calculations,
-- ensure the ones in there are changed as well.
-- KAAS_TLFetchTimeEntry. If you change any of these calculations,
-- ensure the ones in there are changed as well.
-- To ensure SAM3 will retrieve these from [dbo].[matters]
SET @DebtBal = 0
SET @OutlayBal = 0
SET @ClientCurrent = 0
SET @ClientDeposit = 0
IF @IsSAM4 = 1
BEGIN
SET @NCOMMAND = N'
SELECT @DebtBal = CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(TRN.[DebtorsValue], 0)), 0)),
@DebtBalDate = MAX(CASE WHEN ISNULL(TRN.[DebtorsValue], 0) = 0 THEN NULL ELSE TRN.[TransDate] END),
@OutlayBal = CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(TRN.[OutlayValue], 0)), 0)),
@OutlayBalDate = MAX(CASE WHEN ISNULL(TRN.[OutlayValue], 0) = 0 THEN NULL ELSE TRN.[TransDate] END),
@ClientCurrent = CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(TRN.[ClientCurrent], 0)), 0)),
@ClientDeposit = CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(TRN.[ClientDeposit], 0)), 0))
FROM [dbo].[Transactions] TRN
WHERE TRN.[MatterCode] = @CaseCode
AND TRN.[Posted] = ''Y''
AND TRN.[RecType] <> ''V''
AND TRN.[CorrectionInd] = ''L'''
EXECUTE sp_executesql @NCOMMAND,
N'@CaseCode VARCHAR(20),
@DebtBal DECIMAL(19, 2) OUTPUT,
@DebtBalDate DATETIME OUTPUT,
@OutlayBal DECIMAL(19, 2) OUTPUT,
@OutlayBalDate DATETIME OUTPUT,
@ClientCurrent DECIMAL(19, 2) OUTPUT,
@ClientDeposit DECIMAL(19, 2) OUTPUT',
@CaseCode = @CaseCode,
@DebtBal = @DebtBal OUTPUT,
@DebtBalDate = @DebtBalDate OUTPUT,
@OutlayBal = @OutlayBal OUTPUT,
@OutlayBalDate = @OutlayBalDate OUTPUT,
@ClientCurrent = @ClientCurrent OUTPUT,
@ClientDeposit = @ClientDeposit OUTPUT
END
--Result Set 0
--Matter Data
SELECT RTRIM(ISNULL(MAT.[Code], '')) AS [Code],
RTRIM(ISNULL(MAT.[Description], '')) AS [Description],
RTRIM(ISNULL(MAT.[ClientCode], '')) AS [ClientCode],
RTRIM(ISNULL(CLT.[CLNAME], '')) AS [CLName],
RTRIM(ISNULL(CLT.[CLADDR], '')) AS [CLAddr],
RTRIM(ISNULL(MAT.[FECode], '')) AS [FECode],
RTRIM(ISNULL(HAN.[NAME], '')) AS [HandlerName],
RTRIM(ISNULL(MAT.[Dept], '')) AS [Dept],
RTRIM(ISNULL(DPT.[DESC], '')) AS [Desc],
RTRIM(MAT.WType) AS [WType],
RTRIM(ISNULL(WKT.[DESC], '')) AS [WorkType],
MAT.[Started] AS [Started],
MAT.[EstFee] AS [EstFee],
MAT.[ExpBillD] AS [ExpBillD],
CONVERT(DECIMAL(19, 2), CASE WHEN @DebtBal <> 0
THEN @DebtBal
ELSE ISNULL(MAT.[DebtBal], 0) END) AS [DebtBal],
CONVERT(DECIMAL(19, 2), CASE WHEN @OutlayBal <> 0
THEN @OutlayBal
ELSE ISNULL(MAT.[OutlayBal], 0) END) AS [OutlayBal],
MAT.[OutlayBud] AS [OutlayBud],
CONVERT(DECIMAL(19, 2), CASE WHEN @ClientCurrent <> 0
THEN @ClientCurrent + @ClientDeposit
WHEN @ClientDeposit <> 0
THEN @ClientCurrent + @ClientDeposit
ELSE ISNULL(MAT.[ClientBal], 0) END) AS [ClientBal],
CONVERT(DECIMAL(19, 2), CASE WHEN @ClientCurrent <> 0
THEN @ClientCurrent
ELSE ISNULL(MAT.[ClientCurBal], 0) END) AS [ClientCurBal],
CONVERT(DECIMAL(19, 2), CASE WHEN @ClientDeposit <> 0
THEN @ClientDeposit
ELSE ISNULL(MAT.[ClientDepBal], 0) END) AS [ClientDepBal],
MAT.[StatuteLimits] AS [StatuteLimits],
CTL.USERPROMPT1 AS [User1Label],
RTRIM(ISNULL(MAT.[User1], '')) AS [User1Value],
CTL.USERPROMPT2 AS [User2Label],
RTRIM(ISNULL(MAT.[User2], '')) AS [User2Value],
CTL.USERPROMPT3 AS [User3Label],
RTRIM(ISNULL(MAT.[User3], '')) AS [User3Value],
CTL.YourRef AS [YourRefLabel],
RTRIM(ISNULL(MAT.[YourRef], '')) AS [YourRefValue],
MAT.[Value] AS [Value],
@TimeBal AS [TimeBal],
CONVERT(VARCHAR(20), (CONVERT(INT, @TimeBal) / 60))
+ ':'
+ SUBSTRING(CONVERT(VARCHAR(3), 100 + CONVERT(INT, @TimeBal) % 60), 2, 2) AS [TimeBalHours],
@ChargeBal AS [ChargeBal],
CONVERT(VARCHAR(20), (CONVERT(INT, @TotalTime) / 60))
+ ':'
+ SUBSTRING(CONVERT(VARCHAR(3), 100 + CONVERT(INT, @TotalTime) % 60), 2, 2) AS [TotalHours],
@TotalCharge AS [TotalCharge],
MAT.[FileColour] AS [FileColour],
RTRIM(ISNULL(MAT.[OldRef], '')) AS [OldRef],
RTRIM(ISNULL(MAT.[Status], '')) AS [Status],
MAT.[StatuteLimits] AS [StatuteLims],
RTRIM(ISNULL(MAT.[Comment], '')) AS [Comment],
@DraftBillValue AS [DraftBillTotal],
@TIEDATE AS [LastBillDate],
@LDIADATE AS [LastActionDate],
RTRIM(ISNULL(@LDIAActionType, '')) AS [LastActionType],
RTRIM(ISNULL(@LDIATEXT1, '')) AS [LastActionText],
RTRIM(ISNULL(@LDIAFNCODE, '')) AS [LastActionFE],
RTRIM(ISNULL(@LDIAFNNAME, '')) AS [LastActionFEName],
@MDIADATE AS [LastMilestoneDate],
RTRIM(ISNULL(@MDIAActionType, '')) AS [LastMilestoneType],
RTRIM(ISNULL(@MDIATEXT1, '')) AS [LastMilestoneText],
RTRIM(ISNULL(@MDIAFNCODE, '')) AS [LastMilestoneFE],
RTRIM(ISNULL(@MDIAFNNAME, '')) AS [LastMilestoneFEName],
@NDIADATE AS [NextActionDate],
RTRIM(ISNULL(@NDIAActionType, '')) AS [NextActionType],
RTRIM(ISNULL(@NDIATEXT1, '')) AS [NextActionText],
RTRIM(ISNULL(@NDIAFNCODE, '')) AS [NextActionFE],
RTRIM(ISNULL(@NDIAFNNAME, '')) AS [NextActionFEName],
@LastTimeEntryDate AS [LastTimeEntryDate],
@LastTimeEntryTime AS [LastTimeEntryTime],
@LastTimeEntryRate AS [LastTimeEntryRate],
@LastTimeEntryCharge AS [LastTimeEntryCharge],
@LastTimeEntryTask AS [LastTimeEntrytask],
@LastTimeEntryComment AS [LastTimeEntryComment],
@LastTimeEntryFE AS [LastTimeEntryFE],
@LastTimeEntryFEName AS [LastTimeEntryFEName],
@TimeEntryTotalCharge AS [TimeEntryTotalCharge],
@TimeEntryTotalTime AS [TotalTime],
STC.[DESCRIPTION] AS [StatusCodeDescription],
CSM.[CSWKTCODE] AS [CSWKTCode],
TMP.[WKDESC] AS [WKDesc],
CASE WHEN MAT.[ShowCommentInAlarm] = 'Y'
THEN 'True'
ELSE 'False' END AS [ShowCommentInAlarm],
RTRIM(ISNULL(FCL.[COLOURDESC], '')) AS [FileColourDescription],
ISNULL(FCL.[RGBColour], -1) AS [FileColourRGB],
@Section68 AS [Section68],
@IsApproved AS [IsApproved]
FROM dbo.[matters] MAT
LEFT JOIN dbo.[WorkTypes] WKT
ON WKT.[CODE] = MAT.[WType]
LEFT OUTER JOIN dbo.[Departments] DPT
ON DPT.[CODE] = MAT.[Dept]
LEFT OUTER JOIN dbo.[Handlers] HAN
ON HAN.[CODE] = MAT.[FECode]
LEFT OUTER JOIN dbo.[client] CLT
ON CLT.[CLCODE] = MAT.[ClientCode]
LEFT OUTER JOIN dbo.[StatusCodes] STC
ON STC.[CODE] = MAT.[Status]
LEFT OUTER JOIN dbo.[CaseMaster] CSM
LEFT OUTER JOIN dbo.[Templates] TMP
ON TMP.[WKCODE] = CSM.[CSWKTCODE]
ON CSM.[CSCODE] = MAT.[Code]
LEFT OUTER JOIN [dbo].[FileColours] FCL
ON FCL.[COLOURCODE] = MAT.[FileColour]
CROSS JOIN [CONTROL] [Ctl]
WHERE MAT.[Code] = @CaseCode
--Result Set 1
--WIP
SELECT TIES.[FeeEarn] AS [FeeEarn],
TIES.[NAME] AS [Name],
CONVERT(VARCHAR(20), TIES.[TOTALTIME] / 60)
+ ':'
+ SUBSTRING(CONVERT(VARCHAR(3), 100 + (TIES.[TOTALTIME] % 60)), 2, 2) AS [FETotalHours],
TIES.[Charge] AS [FECharge],
TIES.[ChargeBal] AS [FEChargeBal],
CONVERT(VARCHAR(20), TIES.[WIPTOTALTIME] / 60)
+ ':'
+ SUBSTRING(CONVERT(VARCHAR(3), 100 + (TIES.[WIPTOTALTIME] % 60)), 2, 2) AS [FEWIPHours]
FROM ( SELECT TIE.[FeeEarn] AS [FeeEarn],
HAN.[NAME] AS [NAME],
ISNULL(SUM(ISNULL(TIE.[TIME], 0)), 0) AS [TOTALTIME],
SUM(CONVERT(DECIMAL(18, 2),ISNULL(TIE.[Charge],0))) AS [Charge],
SUM(CONVERT(DECIMAL(18, 2),
CASE WHEN @IsSAM4 = 1 AND TIE.[InvoiceNo] <> 0
THEN 0
WHEN @IsSAM4 = 0
THEN ISNULL(TIE.[Charge],0)
- ISNULL(TIE.[BilledAmount],0)
ELSE ISNULL(TIE.[Charge],0)
END))
AS [ChargeBal],
CONVERT(INT, FLOOR(CONVERT(DECIMAL(18, 2), ISNULL(SUM(CASE WHEN @IsSAM4 = 1
AND [TIE].[InvoiceNo] <> 0
THEN 0
WHEN [TIE].[Charge] - [TIE].[BilledAmount] = 0
THEN 0
ELSE TIE.[TIME] END)
, 0))
*
CASE WHEN SUM(CONVERT(DECIMAL(18, 2),
CASE WHEN @IsSAM4 = 1 AND [TIE].[InvoiceNo] <> 0
THEN 0
WHEN [TIE].[Charge] - [TIE].[BilledAmount] = 0
THEN 0
ELSE TIE.[Charge] END)) = 0
THEN 0
ELSE SUM(CONVERT(DECIMAL(18, 2),
CASE WHEN @IsSAM4 = 1 AND TIE.[InvoiceNo] <> 0
THEN 0
WHEN @IsSAM4 = 0
THEN ISNULL(TIE.[Charge], 0)
- ISNULL(TIE.[BilledAmount], 0)
ELSE ISNULL(TIE.[Charge],0)
END))
/
SUM(CONVERT(DECIMAL(18, 2),
CASE WHEN @IsSAM4 = 1
AND [TIE].[InvoiceNo] <> 0
THEN 0
WHEN [TIE].[Charge] - [TIE].[BilledAmount] = 0
THEN 0
ELSE TIE.[Charge] END)) END))
AS [WIPTOTALTIME]
FROM [dbo].[matters] MAT
INNER JOIN [dbo].[TimeEntry] TIE
ON TIE.[MATTER] = MAT.[Code]
INNER JOIN [dbo].[Handlers] HAN
ON HAN.[CODE] = TIE.[FeeEarn]
WHERE TIE.[MATTER] = @CaseCode
AND TIE.[DATE] < GETDATE()
AND ( (TIE.[TimeOrCharge] = 'T')
OR (TIE.[TimeOrCharge] = 'C')) --**Changed fetch condition JIRA 1081 - arun
AND TIE.[REC_IRR] <> 'N'
GROUP BY TIE.[FEEEARN],
HAN.[NAME]) TIES
ORDER BY TIES.[ChargeBal] DESC,
TIES.[TOTALTIME] DESC
--Result Set 2
-- Critical dates
SELECT ISNULL(CONVERT(VARCHAR, DIA.[DATE], 106), '') AS [DiaryDate],
RTRIM(ISNULL(DIA.[FNCODE],'')) AS [Who],
RTRIM(ISNULL(DIA.[TEXT1],'')) AS [Description],
CASE RTRIM(ISNULL([Status], ''))
WHEN '1'
THEN 'True'
ELSE 'False' END AS [Status]
FROM [dbo].[diary] DIA
WHERE DIA.[ACTIONTYPE] = 'c'
AND DIA.[CASECODE] = @CaseCode
ORDER BY DIA.[date]
--Result Set 3
--Court Date Grid
SELECT ISNULL(CONVERT(VARCHAR, DIA.[DATE], 106), '') AS [Date],
DIA.[FNCODE] AS [FNCode],
DIA.[TEXT1] AS [CourtDate]
FROM [dbo].[diary] DIA
WHERE DIA.[ACTIONTYPE] = 'o'
AND DIA.[CASECODE] = @CaseCode
--Result Set 4
--Activity to Date
SELECT TIES.[Activity],
CASE WHEN TIES.[TOTALTIME] < 0
THEN '-'
ELSE '' END
+ CONVERT(VARCHAR(20), ABS(TIES.[TOTALTIME]) / 60)
+ ':'
+ SUBSTRING(CONVERT(VARCHAR(3), 100 + (ABS(TIES.[TOTALTIME]) % 60)), 2, 2) AS [ActivityToDateTime],
TIES.[Value] AS [ActivityToDateValue]
FROM ( SELECT TIE.[TASK] AS [Task],
CASE WHEN TSC.[DESC] IS NULL
THEN 'Task Code: ' + ISNULL(TIE.[TASK], '')
ELSE RTRIM(ISNULL(TSC.[DESC],'')) END AS [Activity],
ISNULL(SUM(ISNULL(TIE.[TIME], 0)), 0) AS [TOTALTIME],
SUM(CONVERT(DECIMAL(18, 2), ISNULL(TIE.[Charge], 0))) AS [Value]
FROM [dbo].[matters] MAT
INNER JOIN [dbo].[TimeEntry] TIE
LEFT OUTER JOIN [dbo].[TasksCodes] TSC
ON TSC.[CODE] = TIE.[Task]
ON TIE.[MATTER] = MAT.[Code]
WHERE TIE.[MATTER] = @CaseCode
AND TIE.[DATE] < GETDATE()
AND ( (TIE.[TimeOrCharge] = 'T')
OR (TIE.[TimeOrCharge] = 'C')) --**Changed fetch condition JIRA 1081 - arun
AND TIE.[REC_IRR] <> 'N'
AND TIE.[Task] <> 'WRI'
GROUP BY TIE.[TASK],
CASE WHEN TSC.[DESC] IS NULL
THEN 'Task Code: ' + ISNULL(TIE.[TASK], '')
ELSE RTRIM(ISNULL(TSC.[DESC],'')) END) TIES
ORDER BY TIES.[Value] DESC,
TIES.[TOTALTIME] DESC
--Result Set 5
--UNDERTAKINGS
SELECT UND.[DESCRIPTION] AS [Description],
UND.[VALUE] AS [Value],
UND.[WHO] AS [Who],
CASE [GIVENORRECEIVED]
WHEN 'G' THEN 'Given'
WHEN 'R' THEN 'Received'
ELSE '' END AS [GivenOrReceived]
FROM [dbo].[UNDERTAKINGS] UND
WHERE UND.[MATTER] = @CaseCode
--Result Set 6
--Total Time [Activity]
SELECT CONVERT(VARCHAR(20), TIES.[TOTALTIME] / 60)
+ ':'
+ SUBSTRING(CONVERT(VARCHAR(3), 100 + (TIES.[TOTALTIME] % 60)), 2, 2) AS [ActivityTotalTime],
TIES.[Value] AS [ActivityTotalValue]
FROM ( SELECT ISNULL(SUM(ISNULL(TIE.[TIME], 0)), 0) AS [TOTALTIME],
SUM(CONVERT(DECIMAL(18, 2), ISNULL(TIE.[Charge], 0))) AS [Value]
FROM [dbo].[matters] MAT
INNER JOIN [dbo].[TimeEntry] TIE
ON TIE.[MATTER] = MAT.[Code]
WHERE TIE.[MATTER] = @CaseCode
AND ( (TIE.[TimeOrCharge] = 'T')
OR (TIE.[TimeOrCharge] = 'C'))
AND TIE.[TASK] <> 'WRI') TIES
--Result Set 7
--Write off time
SELECT TIES.[WriteOffValue] As [WriteOffValue]
FROM ( SELECT SUM(CONVERT(DECIMAL(18, 2), ISNULL(TIE.[Charge], 0))) AS [WriteOffValue]
FROM [dbo].[matters] MAT
INNER JOIN [dbo].[TimeEntry] TIE
ON TIE.[MATTER] = MAT.[Code]
WHERE TIE.[MATTER] = @CaseCode
AND ( (TIE.[TimeOrCharge] = 'T')
OR (TIE.[TimeOrCharge] = 'C'))
AND TIE.[Task] = 'WRI') TIES
--Result Set 8
--Date for Debtor Ledger
IF @IsSAM4 = 0
BEGIN
SET @NCOMMAND = N'
SELECT [dbo].[KEYHM_FN_DateDiffVerbose](LDL.[LastDebtLedgerDate],
LDL.[TODAY]) AS [DebtLedgerOSVerbose],
CASE WHEN DATEDIFF(DAY, LDL.[LastDebtLedgerDate], LDL.[TODAY]) > 0
THEN DATEDIFF(DAY, LDL.[LastDebtLedgerDate], LDL.[TODAY])
ELSE 0 END AS [DebtLedgerOSDays]
FROM ( SELECT GetDate() AS [TODAY],
MAX(DTL.[DATE]) AS [LastDebtLedgerDate]
FROM [dbo].[DebtorsLedger] DTL
WHERE DTL.[MATTER] = @CaseCode) LDL'
EXECUTE sp_executesql @NCOMMAND, N'@CaseCode VARCHAR(20)', @CaseCode = @CaseCode
END
ELSE
BEGIN
SET @NCOMMAND = N'
SELECT [dbo].[KEYHM_FN_DateDiffVerbose](LDL.[LastDebtLedgerDate],
LDL.[TODAY]) AS [DebtLedgerOSVerbose],
CASE WHEN DATEDIFF(DAY, LDL.[LastDebtLedgerDate], LDL.[TODAY]) > 0
THEN DATEDIFF(DAY, LDL.[LastDebtLedgerDate], LDL.[TODAY])
ELSE 0 END AS [DebtLedgerOSDays]
FROM ( SELECT GetDate() AS [TODAY],
@DebtBalDate AS [LastDebtLedgerDate]) LDL'
EXECUTE sp_executesql @NCOMMAND, N'@DebtBalDate DATETIME', @DebtBalDate = @DebtBalDate
END
--Result Set 9
--Date for Matter Ledger (Outstanding)
IF @IsSAM4 = 0
BEGIN
SET @NCOMMAND = N'
SELECT [dbo].[KEYHM_FN_DateDiffVerbose](LDL.[LastMatLedgerDate],
LDL.[TODAY]) AS [MatLedgerOSVerbose],
CASE WHEN DATEDIFF(DAY, LDL.[LastMatLedgerDate], LDL.[TODAY]) > 0
THEN DATEDIFF(DAY, LDL.[LastMatLedgerDate], LDL.[TODAY])
ELSE 0 END AS [MatLedgerOSDays]
FROM ( SELECT GetDate() AS [TODAY],
MAX(MAL.[DATE]) AS [LastMatLedgerDate]
FROM [dbo].[MatterLedger] MAL
WHERE MAL.[MATTER] = @CaseCode
AND ISNULL(MAL.[VALUEO], 0) <> 0) LDL'
EXECUTE sp_executesql @NCOMMAND, N'@CaseCode VARCHAR(20)', @CaseCode = @CaseCode
END
ELSE
BEGIN
SET @NCOMMAND = N'
SELECT [dbo].[KEYHM_FN_DateDiffVerbose](LDL.[LastMatLedgerDate],
LDL.[TODAY]) AS [MatLedgerOSVerbose],
CASE WHEN DATEDIFF(DAY, LDL.[LastMatLedgerDate], LDL.[TODAY]) > 0
THEN DATEDIFF(DAY, LDL.[LastMatLedgerDate], LDL.[TODAY])
ELSE 0 END AS [MatLedgerOSDays]
FROM ( SELECT GetDate() AS [TODAY],
@OutlayBalDate AS [LastMatLedgerDate]) LDL'
EXECUTE sp_executesql @NCOMMAND, N'@OutlayBalDate DATETIME', @OutlayBalDate = @OutlayBalDate
END
-- PLEASE NOTE THAT THE CALCULATION BELOW IS ALSO USED IN KAAS_TLFetchTimeEntry, so
-- please modify both procedures if this needs to be changed.
-- Result Set 10
-- The fees issued to date
IF @IsSAM4 = 0
BEGIN
SET @NCOMMAND = N'
SELECT ISNULL(SUM((CASE WHEN HED.[INVCR] = ''I''
THEN TRN.[VALUE]
ELSE TRN.[VALUE] * - 1 END)), 0) AS [FeesIssued]
FROM [dbo].[BatchH] HED
INNER JOIN [dbo].[BatchDetails] TRN
ON TRN.[BATCHNO] = HED.[BATCHNO]
WHERE HED.[MATTER] = @CaseCode
AND HED.[POSTED] = ''Y''
AND TRN.[TYPE] = ''I''
AND TRN.[OUTLAY] = ''F'''
END
ELSE
BEGIN
SET @NCOMMAND = N'
DECLARE @TotalFeesBilled DECIMAL(22, 2)
SELECT @TotalFeesBilled = ISNULL(SUM(ISNULL(TRN.[FeesBilled], 0) * ISNULL(TRN.[DrCr], 1) * (-1)), 0)
FROM [dbo].[TransactionsHeaders] HED
INNER JOIN [dbo].[Transactions] TRN
ON TRN.[BatchNo] = HED.[BatchNo]
AND TRN.[RecType] = ''D''
AND TRN.[LineType] = ''F''
AND TRN.[XnType] = ''I''
AND TRN.[Posted] = ''Y''
AND ( TRN.[CorrectionInd] = ''L''
OR TRN.[CorrectionInd] = ''X'')
WHERE HED.[MatterCode] = @CaseCode
--values imported from Axxia
SELECT @TotalFeesBilled = @TotalFeesBilled + ISNULL(SUM(ISNULL(TRN.[FeesBilled], 0) * ISNULL(TRN.[DrCr], 1) * (-1)), 0)
FROM [dbo].[Transactions] TRN
LEFT OUTER JOIN [dbo].[TransactionsHeaders] HED
ON HED.[BatchNo] = TRN.[BatchNo]
WHERE TRN.[MatterCode] = @CaseCode
AND TRN.[RecType] = ''D''
AND TRN.[LineType] = ''F''
AND TRN.[XnType] = ''I''
AND TRN.[Posted] = ''Y''
AND ( TRN.[CorrectionInd] = ''L''
OR TRN.[CorrectionInd] = ''X'')
AND HED.[BatchNo] IS NULL
SELECT @TotalFeesBilled AS [FeesIssued]'
END
EXECUTE sp_executesql @NCOMMAND, N'@CaseCode VARCHAR(20)', @CaseCode = @CaseCode
-- Result Set 11
-- Current outstanding fees
IF @IsSAM4 = 0
BEGIN
SET @NCOMMAND = N'
SELECT CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(DTL.[OSFees], 0)), 0)) AS [OSFees]
FROM [dbo].[DebtorsLedger] DTL
WHERE DTL.[matter] = @CaseCode'
END
ELSE
BEGIN
SET @NCOMMAND = N'
SELECT CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(TRN.[FeesOS], 0)), 0)) AS [OSFees]
FROM [dbo].[Transactions] TRN
WHERE TRN.[MatterCode] = @CaseCode
AND TRN.[Posted] = ''Y''
AND TRN.[RecType] <> ''V''
AND TRN.[CorrectionInd] = ''L'''
END
EXECUTE sp_executesql @NCOMMAND, N'@CaseCode VARCHAR(20)', @CaseCode = @CaseCode
-- Result set 12
-- Print job tracker totals - KEYD-4348
DECLARE @DOCBILLED DECIMAL(19, 2)
IF [dbo].[ISSAM4]() = 1
BEGIN
SET @NCOMMAND = N'
SELECT
@DOCBILLED = SUM(ISNULL(TRN.[NominalValue], 0)) * -1
FROM
[dbo].[TransactionsHeaders] AS HED
INNER JOIN
[dbo].[Transactions] AS TRN
ON
HED.[BatchNo] = TRN.[BatchNo]
WHERE HED.[Posted] = ''Y''
AND HED.[XnType] = ''I''
AND TRN.[RecType] = ''D''
AND TRN.[LineType] = ''M''
AND TRN.[OutlayCode] = ISNULL((SELECT TOP 1 [KeyValue] FROM [dbo].[Settings] WHERE [KeyName] = ''PrintLedgerOutlayCode''), '''')
AND TRN.[CorrectionInd] = ''L''
AND HED.[MatterCode] = @CaseCode'
EXECUTE SP_EXECUTESQL @NCOMMAND, N'@CaseCode VARCHAR(20), @DOCBILLED DECIMAL(19, 2)', @CaseCode = @CaseCode, @DOCBILLED = @DOCBILLED
END
ELSE
BEGIN
SET @NCOMMAND = N'
SELECT
@DOCBILLED = SUM(ISNULL(BAD.[VALUE], 0))
FROM
[dbo].[BatchH] AS BAH
INNER JOIN
[dbo].[BatchDetails] AS BAD
ON
BAH.[BATCHNO] = BAD.[BATCHNO]
INNER JOIN
[dbo].[control] AS CON
ON
BAD.[CODE] = CON.[MISCOUTLAY]
WHERE BAH.[POSTED] = ''Y''
AND BAH.[TYPE]= ''I''
AND BAD.[OUTLAY] = ''F''
AND BAD.[OUTLAYCODE] = ISNULL((SELECT TOP 1 [KeyValue] FROM [dbo].[Settings] WHERE [KeyName] = ''PrintLedgerOutlayCode''), '''')
AND BAH.[MATTER] = @CaseCode'
EXECUTE SP_EXECUTESQL @NCOMMAND, N'@CaseCode VARCHAR(20), @DOCBILLED DECIMAL(19, 2)', @CaseCode = @CaseCode, @DOCBILLED = @DOCBILLED
END
SELECT ISNULL(SUM(ISNULL(PJT.[Cost], 0)), 0) AS [TotalDoc],
ISNULL(SUM(ISNULL(CASE WHEN ISNULL(PJT.[InvoiceNo], 0) <= 0 AND ISNULL(PJT.[Status], '') = 'Printed'
THEN ISNULL(PJT.[Cost], 0)
ELSE 0
END, 0)), 0)
AS [UnbilledDoc],
ISNULL(@DOCBILLED, 0) AS [BilledDoc],
ISNULL(SUM(ISNULL(CASE WHEN ISNULL(PJT.[Status], '') <> 'Printed'
THEN ISNULL(PJT.[Cost], 0)
ELSE 0
END, 0)), 0)
AS [WriteOffDoc]
FROM [dbo].[matters] AS MAT
LEFT OUTER JOIN [dbo].[PrintJobTracker] AS PJT
ON MAT.[Code] = PJT.[MatterCode]
WHERE MAT.[Code] = @CaseCode
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KEYHM_CheckUnpostableEntries',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KEYHM_CheckUnpostableEntries]
GO
CREATE PROCEDURE
[dbo].[KEYHM_CheckUnpostableEntries]
(@HANDLER varchar(10))
AS
/*******************************************************************************************************
* Flags unpostable entries as "do not post". *
* *
* Stored Procedure Name : [dbo].[KEYHM_CheckUnpostableEntries] *
* Copied from : [dbo].[ky_NETCheckUnpostableEntries] *
* *
* Modification History: *
* 2019-04-24 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
UPDATE TDB
SET TDB.[POST] = CASE WHEN MAT.[CODE] IS NULL
THEN 'N'
ELSE 'Y' END
FROM WDNTEID NTEID
INNER JOIN [dbo].[TimeDayBook] TDB
ON TDB.[RECORDID] = NTEID.[RECORDID]
AND RTRIM(ISNULL(TDB.[MATTER], '')) <> ''
INNER JOIN [dbo].[matters] MAT
ON MAT.[Code] = TDB.[MATTER]
WHERE NTEID.[HANDLER] = @HANDLER
END
GO
IF OBJECT_ID(N'KEYHM_Dashboard',N'P')IS NOT NULL
DROP PROCEDURE [KEYHM_Dashboard]
GO
CREATE PROCEDURE [dbo].[KEYHM_Dashboard] (
@Handler VARCHAR(10),
@Fromdate DATETIME,
@todate DATETIME)
AS
/*******************************************************************************************************
* Populates the My Overview page *
* *
* Stored Procedure Name : [dbo].[KEYHM_Dashboard] *
* Copied from : [dbo].[KY_NETDashboard3] *
* *
* Modification History : *
* 2019-04-16 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
DECLARE @NCOMMAND NVARCHAR(MAX)
DECLARE @TotalUndertakings INT
DECLARE @TotalStatuteLimits INT
DECLARE @IsSAM4 BIT
DECLARE @BitWiseID BIGINT
DECLARE @GETDATE DATETIME
SET @GETDATE = GETDATE()
SET @IsSAM4 = [dbo].[ISSAM4]()
SET @handler = CASE WHEN RTRIM(ISNULL(@handler, '')) = '' THEN 'ADM' ELSE RTRIM(@handler) END
SELECT @BitWiseID = HNG.[BitWiseID]
FROM HandlerNETGroupMembership HNG
WHERE HNG.[HANDLER] = CONVERT(VARCHAR(10), @handler)
SET @BitWiseID = ISNULL(@BitWiseID, [dbo].[KEYHM_FN_GetOldPermissions](RTRIM(ISNULL(@handler, ''))))
IF (@handler = 'ADM')
BEGIN
SET @BitWiseID = CONVERT(BIGINT, -1)
END
SELECT @TotalUndertakings = count(1)
FROM dbo.[Undertakings] UND
INNER JOIN [dbo].[matters] MAT
ON MAT.[Code] = UND.[MATTER]
WHERE UND.[AuthorisedByFE] = @Handler
AND MAT.[Closed] <> 'Y'
AND UND.[DISCHARGEDATE] IS NULL
SELECT @TotalStatuteLimits = count(1)
FROM dbo.[matters] MAT
WHERE MAT.[FECode] = @Handler
AND DATEDIFF(DD, @GETDATE, CASE WHEN ISNULL(MAT.[StatuteLimits], '21000101')='19000101' THEN '21000101' ELSE MAT.[StatuteLimits] END) <= 60
AND MAT.[Closed] <> 'Y'
--Statement to get No. of Overdue and No. of Outstandings
SELECT ISNULL(ADT.[Overdue Task], 0) AS [OverdueTask],
ISNULL(ADT.[Outstanding Task], 0) AS [OutstandingTask],
ISNULL(ADT.[Critical Tasks], 0) AS [CriticalTasks],
ISNULL(ADT.[Court Dates], 0) AS [CourtDates],
ISNULL(ADT.[High Priority], 0) AS [HighPriority],
ISNULL(ADT.[Phone Message], 0) AS [PhoneMessage],
@TotalUndertakings AS [UnderTaking],
@TotalStatuteLimits AS [StatuteDateApproaching]
FROM ( SELECT SUM(CASE WHEN DEL.[DATE] < @fromdate
THEN 0
WHEN DEL.[DATE] >= DATEADD(DD, 1, CONVERT (DATETIME, CONVERT(VARCHAR, @GETDATE, 112)))
THEN 0
WHEN [DEL].[STATUS] = 0
THEN 1
ELSE 0 END) AS [Overdue Task],
SUM(CASE WHEN DEL.[DATE] < @fromdate
THEN 0
WHEN DEL.[DATE] >= DATEADD(DD, 1, CONVERT (DATETIME, CONVERT(VARCHAR, @todate, 112)))
THEN 0
WHEN [DEL].[STATUS] = 0
THEN 1
ELSE 0 END) AS [Outstanding Task],
SUM(CASE WHEN DEL.[DATE] < @fromdate
THEN 0
WHEN DEL.[DATE] >= DATEADD(DD, 1, CONVERT (DATETIME, CONVERT(VARCHAR, @todate, 112)))
THEN 0
WHEN [DIA].[ActionType] = 'C'
THEN 1
ELSE 0 END) AS [Critical Tasks],
SUM(CASE WHEN DEL.[DATE] < @fromdate
THEN 0
WHEN DEL.[DATE] >= DATEADD(DD, 1, CONVERT (DATETIME, CONVERT(VARCHAR, @todate, 112)))
THEN 0
WHEN [DIA].[ActionType] = 'O'
THEN 1
ELSE 0 END) AS [Court Dates],
SUM(CASE WHEN DEL.[DATE] < @fromdate
THEN 0
WHEN DEL.[DATE] >= DATEADD(DD, 1, CONVERT (DATETIME, CONVERT(VARCHAR, @todate, 112)))
THEN 0
WHEN [DIA].[PRIORITY] = 'H'
THEN 1
ELSE 0 END) AS [High Priority],
SUM(CASE WHEN DEL.[DATE] < @fromdate
THEN 0
WHEN DEL.[DATE] >= DATEADD(DD, 1, CONVERT (DATETIME, CONVERT(VARCHAR, @todate, 112)))
THEN 0
WHEN [DIA].[ActionType] = 'T'
THEN 1
ELSE 0 END) AS [Phone Message]
FROM [dbo].[DiaryDelegations] DEL
INNER JOIN [dbo].[Diary] DIA
INNER JOIN [dbo].[matters] MAT
INNER JOIN [dbo].[Contacts] CON
ON CON.[CODE] = MAT.[CLIENTCODE]
LEFT OUTER JOIN [dbo].[MatterNetPrivileges] MNP
ON MNP.[MATTER] = MAT.[Code]
ON MAT.[CODE] = DIA.[CASECODE]
AND ISNULL(MAT.[Closed], 'N') <> 'Y'
ON DIA.[ACTIONID] = DEL.[ACTIONID]
WHERE DEL.[HANDLER] = @Handler
AND DEL.[STATUS] = 0
AND DEL.[DelType] <> 'Completed'
AND DEL.[DelType] <> 'Processed'
AND DEL.[DelType] <> 'Returned'
AND ( ISNULL(MNP.[Privileges], CONVERT (BIGINT, -1)) & @BitWiseID <> 0
OR ISNULL(MNP.[Privileges], CONVERT (BIGINT, 0)) = 0)) ADT
SELECT 0 AS [Zero]
DECLARE @MyTimeDayBook DECIMAL(18, 2)
DECLARE @MyTimeDayBookHr VARCHAR(20)
DECLARE @MyTimeDayBookWeek DECIMAL(18, 2)
DECLARE @MyTimeDayBookWeekHr VARCHAR(20)
DECLARE @MyTimeDayBookMonth DECIMAL(18, 2)
DECLARE @MyTimeDayBookMonthHr VARCHAR(20)
DECLARE @MyTimeDayBookYear DECIMAL(18, 2)
DECLARE @MyTimeDayBookYearHr VARCHAR(20)
DECLARE @AdminTimeDayBookMonth DECIMAL(18, 2)
DECLARE @AdminTimeDayBookMonthHr VARCHAR(20)
DECLARE @AdminTimeDayBookYear DECIMAL(18, 2)
DECLARE @AdminTimeDayBookYearHr VARCHAR(20)
DECLARE @DailyAverageMTD DECIMAL(18, 2) -- Average time recorded per day in the current month
DECLARE @DailyAverageYTD DECIMAL(18, 2) -- Average time recorded per day in the current year
DECLARE @TODAYNUM INT
DECLARE @MONDAY DATETIME
DECLARE @STARTOFMONTH DATETIME
DECLARE @STARTOFYEAR DATETIME
DECLARE @MONTHTODATE DATETIME -- This is the current date, up to the end of the financial month
SELECT @TODAYNUM = DATEPART(WEEKDAY, @GETDATE) - DATEPART(WEEKDAY, '20000102') --the 2nd of January, 2000 was a Monday
IF @TODAYNUM <= 0
SET @TODAYNUM = @TODAYNUM + 7
SET @MONDAY = CONVERT(DATETIME, CONVERT(VARCHAR, DATEADD(DAY, 1 - @TODAYNUM, @GETDATE), 112))
SELECT @TODAYNUM = DATEPART(DAY, @GETDATE)
SELECT @STARTOFMONTH = KPI.[FromDate],
@STARTOFYEAR = KPI.[StartOfYear],
@MONTHTODATE = CASE WHEN @GETDATE > KPI.[ToDate] THEN KPI.[ToDate] ELSE @GETDATE END
FROM [dbo].[KPIParameters] AS KPI
SET @STARTOFYEAR = ISNULL(@STARTOFYEAR, CONVERT(DATETIME, CONVERT(VARCHAR(4), YEAR(@GETDATE)) + '0101'))
SELECT @MyTimeDayBook = ISNULL(SUM(ISNULL(TDB.[TIME], 0)), 0)
FROM [dbo].[TimeDayBook] TDB
WHERE TDB.[FEEEARN] = @Handler
AND TDB.[TIMEORCHARGE] = 'T'
AND TDB.[Rec_irr] = 'C'
SELECT @MyTimeDayBookWeek = ISNULL(SUM(ISNULL(TIE.[TIME], 0)), 0)
FROM [dbo].[TimeEntry] TIE
WHERE TIE.[FEEEARN] = @Handler
AND TIE.[TIMEORCHARGE] = 'T'
AND TIE.[Rec_irr] = 'C'
AND TIE.[Date] >= @MONDAY
AND TIE.[DATE] <= @GETDATE
AND ISNULL(TIE.[TASK], '') <> 'WRI'
AND TIE.[Matter] <> '~'
SELECT @MyTimeDayBookMonth = ISNULL(SUM(ISNULL(TIE.[TIME], 0)), 0)
FROM [dbo].[TimeEntry] TIE
WHERE TIE.[FEEEARN] = @Handler
AND TIE.[TIMEORCHARGE] = 'T'
AND TIE.[Rec_irr] = 'C'
AND TIE.[Date] >= @STARTOFMONTH
AND TIE.[DATE] <= @MONTHTODATE
AND ISNULL(TIE.[TASK], '') <> 'WRI'
AND TIE.[Matter] <>'~'
SELECT @MyTimeDayBookYear = ISNULL(SUM(ISNULL(TIE.[TIME], 0)), 0)
FROM [dbo].[TimeEntry] TIE
WHERE TIE.[FEEEARN] = @Handler
AND TIE.[TIMEORCHARGE] = 'T'
AND TIE.[Rec_irr] = 'C'
AND TIE.[Date] >= @STARTOFYEAR
AND TIE.[DATE] <= @MONTHTODATE
AND ISNULL(TIE.[TASK], '') <> 'WRI'
AND TIE.[Matter] <>'~'
SELECT @AdminTimeDayBookMonth = ISNULL(SUM(ISNULL(TIE.[TIME], 0)), 0)
FROM [dbo].[TimeEntry] TIE
WHERE TIE.[FEEEARN] = @Handler
AND TIE.[TIMEORCHARGE] = 'T'
AND TIE.[Date] >= @STARTOFMONTH
AND TIE.[DATE] <= @MONTHTODATE
AND ISNULL(TIE.[TASK], '') <> 'WRI'
AND TIE.[Matter] = '~'
SELECT @AdminTimeDayBookYear = ISNULL(SUM(ISNULL(TIE.[TIME], 0)), 0)
FROM [dbo].[TimeEntry] TIE
WHERE TIE.[FEEEARN] = @Handler
AND TIE.[TIMEORCHARGE] = 'T'
AND TIE.[Date] >= @STARTOFYEAR
AND TIE.[DATE] <= @MONTHTODATE
AND ISNULL(TIE.[TASK], '') <> 'WRI'
AND TIE.[Matter] = '~'
SET @MyTimeDayBook = CASE WHEN @MyTimeDayBook < 0 THEN 0 ELSE @MyTimeDayBook END
SET @MyTimeDayBookHr =
CASE
WHEN
LEN(CONVERT(INT, @MyTimeDayBook) / 60) < 2
THEN
'0' + CAST(CONVERT(INT, @MyTimeDayBook) / 60 AS VARCHAR)
ELSE
CAST(CONVERT(INT, @MyTimeDayBook) / 60 AS VARCHAR)
END
+ ':'
+ SUBSTRING(CONVERT(VARCHAR(3), 100 + (CONVERT(INT, @MyTimeDayBook) % 60)), 2, 2)
SET @MyTimeDayBookWeek = CASE WHEN @MyTimeDayBookWeek < 0 THEN 0 ELSE @MyTimeDayBookWeek END
SET @MyTimeDayBookWeekHr =
CASE
WHEN
LEN(CONVERT(INT, @MyTimeDayBookWeek) / 60) < 2
THEN
'0' + CAST(CONVERT(INT, @MyTimeDayBookWeek) / 60 AS VARCHAR)
ELSE
CAST(CONVERT(INT, @MyTimeDayBookWeek) / 60 AS VARCHAR)
END
+ ':'
+ SUBSTRING(CONVERT(VARCHAR(3), 100 + (CONVERT(INT, @MyTimeDayBookWeek) % 60)), 2, 2)
SET @MyTimeDayBookMonth = CASE WHEN @MyTimeDayBookMonth < 0 THEN 0 ELSE @MyTimeDayBookMonth END
SET @MyTimeDayBookMonthHr =
CASE
WHEN
LEN(CONVERT(INT, @MyTimeDayBookMonth) / 60) < 2
THEN
'0' + CAST(CONVERT(INT, @MyTimeDayBookMonth) / 60 AS VARCHAR)
ELSE
CAST(CONVERT(INT, @MyTimeDayBookMonth) / 60 AS VARCHAR)
END
+ ':'
+ SUBSTRING(CONVERT(VARCHAR(3), 100 + (CONVERT(INT, @MyTimeDayBookMonth) % 60)), 2, 2)
SET @MyTimeDayBookYear = CASE WHEN @MyTimeDayBookYear < 0 THEN 0 ELSE @MyTimeDayBookYear END
SET @MyTimeDayBookYearHr =
CASE
WHEN
LEN(CONVERT(INT, @MyTimeDayBookYear) / 60) < 2
THEN
'0' + CAST(CONVERT(INT, @MyTimeDayBookYear) / 60 AS VARCHAR)
ELSE
CAST(CONVERT(INT, @MyTimeDayBookYear) / 60 AS VARCHAR)
END
+ ':'
+ SUBSTRING(CONVERT(VARCHAR(3), 100 + (CONVERT(INT, @MyTimeDayBookYear) % 60)), 2, 2)
SET @AdminTimeDayBookMonth = CASE WHEN @AdminTimeDayBookMonth < 0 THEN 0 ELSE @AdminTimeDayBookMonth END
SET @AdminTimeDayBookMonthHr =
CASE
WHEN
LEN(CONVERT(INT, @AdminTimeDayBookMonth) / 60) < 2
THEN
'0' + CAST(CONVERT(INT, @AdminTimeDayBookMonth) / 60 AS VARCHAR)
ELSE
CAST(CONVERT(INT, @AdminTimeDayBookMonth) / 60 AS VARCHAR)
END
+ ':'
+ SUBSTRING(CONVERT(VARCHAR(3), 100 + (CONVERT(INT, @AdminTimeDayBookMonth) % 60)), 2, 2)
SET @AdminTimeDayBookYear = CASE WHEN @AdminTimeDayBookYear < 0 THEN 0 ELSE @AdminTimeDayBookYear END
SET @AdminTimeDayBookYearHr =
CASE
WHEN
LEN(CONVERT(INT, @AdminTimeDayBookYear) / 60) < 2
THEN
'0' + CAST(CONVERT(INT, @AdminTimeDayBookYear) / 60 AS VARCHAR)
ELSE
CAST(CONVERT(INT, @AdminTimeDayBookYear) / 60 AS VARCHAR)
END
+ ':'
+ SUBSTRING(CONVERT(VARCHAR(3), 100 + (CONVERT(INT, @AdminTimeDayBookYear) % 60)), 2, 2)
SELECT @DailyAverageMTD = SUM(ISNULL(TIE.[Time], 0)) / CASE WHEN ISNULL([dbo].[KEYHM_NetWorkingDays](@STARTOFMONTH, @MONTHTODATE), 0) = 0
THEN 1
ELSE [dbo].[KEYHM_NetWorkingDays](@STARTOFMONTH, @MONTHTODATE) END
FROM [dbo].[TimeEntry] AS TIE
WHERE TIE.[FeeEarn] = @HANDLER
AND TIE.[Rec_Irr] = 'C'
AND TIE.[TimeOrCharge] <> 'B'
AND TIE.[Task] <> 'WRI'
AND TIE.[Matter] <> '~'
AND TIE.[Date] <= @MONTHTODATE
AND TIE.[Date] >= @STARTOFMONTH
SELECT @DailyAverageYTD = SUM(ISNULL(TIE.[Time], 0)) / CASE WHEN ISNULL([dbo].[KEYHM_NetWorkingDays](@STARTOFYEAR, @MONTHTODATE), 0) = 0
THEN 1
ELSE [dbo].[KEYHM_NetWorkingDays](@STARTOFYEAR, @MONTHTODATE) END
FROM [dbo].[TimeEntry] AS TIE
WHERE TIE.[FeeEarn] = @HANDLER
AND TIE.[Rec_Irr] = 'C'
AND TIE.[TimeOrCharge] <> 'B'
AND TIE.[Task] <> 'WRI'
AND TIE.[Matter] <> '~'
AND TIE.[Date] <= @GETDATE
AND TIE.[Date] >= @STARTOFYEAR
-- Statement to get Time recorder value
SELECT @MyTimeDayBookHr AS [MyTimedayBookHr],
@MyTimeDayBookWeekHr AS [TimeRecordedThisWeekHr],
@MyTimeDayBookMonthHr AS [TimeRecordedThisMonthHr],
@MyTimeDayBookYearHr AS [TimeRecordedThisYearHr],
@MyTimeDayBook AS [MyTimedayBook],
@MyTimeDayBookWeek AS [TimeRecordedThisWeek],
@MyTimeDayBookMonth AS [TimeRecordedThisMonth],
@MyTimeDayBookYear AS [TimeRecordedThisYear],
@AdminTimeDayBookMonthHr AS [AdminTimeRecordedThisMonthHr],
@AdminTimeDayBookYearHr AS [AdminTimeRecordedThisYearHr],
@AdminTimeDayBookMonth AS [AdminTimeRecordedThisMonth],
@AdminTimeDayBookYear AS [AdminTimeRecordedThisYear],
ISNULL(@DailyAverageMTD, 0) AS [AverageTimeMTD],
ISNULL(@DailyAverageYTD, 0) AS [AverageTimeYTD]
--Statement to get fees details
DECLARE @FeesCurrent DECIMAL(18, 2)
DECLARE @FeesLastPer DECIMAL(18, 2)
DECLARE @FeesYTD DECIMAL(18, 2)
DECLARE @FeesLastYTD DECIMAL(18, 2)
DECLARE @FeesLastYear DECIMAL(18, 2)
IF @IsSAM4 = 0
BEGIN
SET @NCOMMAND = '
SELECT @FeesCurrent = ISNULL(SUM(CASE WHEN BH.[INVCR] = ''I'' THEN BD.[VALUE] ELSE 0 END - CASE WHEN BH.[INVCR] = ''C'' THEN BD.[VALUE] ELSE 0 END), 0)
FROM dbo.[BatchDetails] BD
INNER JOIN dbo.[BatchH] BH
ON BD.[BATCHNO] = BH.[BATCHNO]
AND BH.[POSTED] = ''Y''
INNER JOIN [dbo].[KPIParameters] KPI
ON KPI.[Year] = BD.[YEAR]
AND KPI.[Period] = BD.[PERNO]
WHERE BD.[FEE] = @Handler
AND BD.[TYPE] = ''I''
AND BD.[OUTLAY] = ''F'''
END
ELSE
BEGIN
SET @NCOMMAND = '
SELECT @FeesCurrent = ISNULL(SUM(ISNULL(TRN.[FeesBilled], 0) * ISNULL(TRN.[DrCr], 1) * (-1)), 0)
FROM [dbo].[Transactions] HED
INNER JOIN [dbo].[Transactions] TRN
ON TRN.[BatchNo] = HED.[BatchNo]
AND TRN.[RecType] = ''D''
AND TRN.[LineType] = ''F''
AND TRN.[XnType] = ''I''
AND TRN.[Posted] = ''Y''
AND ( TRN.[CorrectionInd] = ''L''
OR TRN.[CorrectionInd] = ''X'')
AND TRN.[FeeEarner] = @Handler
INNER JOIN [dbo].[KPIParameters] KPI
ON KPI.[Year] = HED.[PostingYear]
AND KPI.[Period] = HED.[PostingPeriod]
WHERE HED.[RecType] = ''H'''
END
EXECUTE sp_executesql @NCOMMAND, N'@Handler VARCHAR(10),@FeesCurrent DECIMAL(18, 2) OUTPUT', @Handler = @Handler, @FeesCurrent=@FeesCurrent OUTPUT
IF @IsSAM4 = 0
BEGIN
SET @NCOMMAND = '
SELECT @FeesLastPer = ISNULL(SUM(CASE WHEN BH.[INVCR] = ''I'' THEN BD.[VALUE] ELSE 0 END - CASE WHEN BH.[INVCR] = ''C'' THEN BD.[VALUE] ELSE 0 END), 0)
FROM dbo.[BatchDetails] BD
INNER JOIN dbo.[BatchH] BH
ON BD.[BATCHNO] = BH.[BATCHNO]
AND BH.[POSTED] = ''Y''
INNER JOIN [dbo].[KPIParameters] KPI
ON ( KPI.[Year] = BD.[YEAR]
AND KPI.[Period] <> 1
AND KPI.[Period] - 1 = BD.[PERNO])
OR ( KPI.[Year] = BD.[YEAR] - 1
AND KPI.[Period] = 1
AND BD.[PERNO] = 12)
WHERE BD.[FEE] = @Handler
AND BD.[TYPE] = ''I''
AND BD.[OUTLAY] = ''F'''
END
ELSE
BEGIN
SET @NCOMMAND = '
SELECT @FeesLastPer = ISNULL(SUM(ISNULL(TRN.[FeesBilled], 0) * ISNULL(TRN.[DrCr], 1) * (-1)), 0)
FROM [dbo].[Transactions] HED
INNER JOIN [dbo].[Transactions] TRN
ON TRN.[BatchNo] = HED.[BatchNo]
AND TRN.[RecType] = ''D''
AND TRN.[LineType] = ''F''
AND TRN.[XnType] = ''I''
AND TRN.[Posted] = ''Y''
AND ( TRN.[CorrectionInd] = ''L''
OR TRN.[CorrectionInd] = ''X'')
AND TRN.[FeeEarner] = @Handler
INNER JOIN [dbo].[KPIParameters] KPI
ON ( KPI.[Year] = HED.[PostingYear]
AND KPI.[Period] <> 1
AND KPI.[Period] - 1 = HED.[PostingPeriod])
OR ( KPI.[Year] = HED.[PostingYear] - 1
AND KPI.[Period] = 1
AND HED.[PostingPeriod] = 12)
WHERE HED.[RecType] = ''H'''
END
EXECUTE sp_executesql @NCOMMAND, N'@Handler VARCHAR(10),@FeesLastPer DECIMAL(18, 2) OUTPUT', @Handler = @Handler, @FeesLastPer=@FeesLastPer OUTPUT
IF @IsSAM4 = 0
BEGIN
SET @NCOMMAND = '
SELECT @FeesYTD = ISNULL(SUM(CASE WHEN BH.[INVCR] = ''I'' THEN BD.[VALUE] ELSE 0 END - CASE WHEN BH.[INVCR] = ''C'' THEN BD.[VALUE] ELSE 0 END), 0)
FROM dbo.[BatchDetails] BD
INNER JOIN dbo.[BatchH] BH
ON BD.[BATCHNO] = BH.[BATCHNO]
AND BH.[POSTED] = ''Y''
INNER JOIN [dbo].[KPIParameters] KPI
ON KPI.[Year] = BD.[YEAR]
AND KPI.[Period] >= BD.[PERNO]
WHERE BD.[FEE] = @Handler
AND BD.[TYPE] = ''I''
AND BD.[OUTLAY] = ''F'''
END
ELSE
BEGIN
SET @NCOMMAND = '
SELECT @FeesYTD = ISNULL(SUM(ISNULL(TRN.[FeesBilled], 0) * ISNULL(TRN.[DrCr], 1) * (-1)), 0)
FROM [dbo].[Transactions] HED
INNER JOIN [dbo].[Transactions] TRN
ON TRN.[BatchNo] = HED.[BatchNo]
AND TRN.[RecType] = ''D''
AND TRN.[LineType] = ''F''
AND TRN.[XnType] = ''I''
AND TRN.[Posted] = ''Y''
AND ( TRN.[CorrectionInd] = ''L''
OR TRN.[CorrectionInd] = ''X'')
AND TRN.[FeeEarner] = @Handler
INNER JOIN [dbo].[KPIParameters] KPI
ON KPI.[Year] = HED.[PostingYear]
AND KPI.[Period] >= HED.[PostingPeriod]
WHERE HED.[RecType] = ''H'''
END
EXECUTE sp_executesql @NCOMMAND, N'@Handler VARCHAR(10),@FeesYTD DECIMAL(18, 2) OUTPUT', @Handler = @Handler, @FeesYTD=@FeesYTD OUTPUT
IF @IsSAM4 = 0
BEGIN
SET @NCOMMAND = 'SELECT @FeesLastYTD = ISNULL(SUM(CASE WHEN BH.[INVCR] = ''I'' THEN BD.[VALUE] ELSE 0 END - CASE WHEN BH.[INVCR] = ''C'' THEN BD.[VALUE] ELSE 0 END), 0)
FROM dbo.[BatchDetails] BD
INNER JOIN dbo.[BatchH] BH
ON BD.[BATCHNO] = BH.[BATCHNO]
AND BH.[POSTED] = ''Y''
INNER JOIN [dbo].[KPIParameters] KPI
ON KPI.[Year]-1 = BD.[YEAR]
AND KPI.[Period] >= BD.[PERNO]
WHERE BD.[FEE] = @Handler
AND BD.[TYPE] = ''I''
AND BD.[OUTLAY] = ''F'''
END
ELSE
BEGIN
SET @NCOMMAND = 'SELECT @FeesLastYTD = ISNULL(SUM(ISNULL(TRN.[FeesBilled], 0) * ISNULL(TRN.[DrCr], 1) * (-1)), 0)
FROM [dbo].[Transactions] HED
INNER JOIN [dbo].[Transactions] TRN
ON TRN.[BatchNo] = HED.[BatchNo]
AND TRN.[RecType] = ''D''
AND TRN.[LineType] = ''F''
AND TRN.[XnType] = ''I''
AND TRN.[Posted] = ''Y''
AND TRN.[CorrectionInd] IN (''L'', ''X'')
AND TRN.[FeeEarner] = @Handler
INNER JOIN [dbo].[KPIParameters] KPI
ON KPI.[Year]-1 = HED.[PostingYear]
AND KPI.[Period] >= HED.[PostingPeriod]
WHERE HED.[RecType] = ''H'''
END
EXECUTE sp_executesql @NCOMMAND, N'@Handler VARCHAR(10),@FeesLastYTD DECIMAL(18, 2) OUTPUT', @Handler = @Handler, @FeesLastYTD=@FeesLastYTD OUTPUT
IF @IsSAM4 = 0
BEGIN
SET @NCOMMAND = 'SELECT @FeesLastYear = ISNULL(SUM(CASE WHEN BH.[INVCR] = ''I'' THEN BD.[VALUE] ELSE 0 END - CASE WHEN BH.[INVCR] = ''C'' THEN BD.[VALUE] ELSE 0 END), 0)
FROM dbo.[BatchDetails] BD
INNER JOIN dbo.[BatchH] BH
ON BD.[BATCHNO] = BH.[BATCHNO]
AND BH.[POSTED] = ''Y''
INNER JOIN [dbo].[KPIParameters] KPI
ON KPI.[Year]-1 = BD.[YEAR]
WHERE BD.[FEE] = @Handler
AND BD.[TYPE] = ''I''
AND BD.[OUTLAY] = ''F'''
END
ELSE
BEGIN
SET @NCOMMAND = 'SELECT @FeesLastYear = ISNULL(SUM(ISNULL(TRN.[FeesBilled], 0) * ISNULL(TRN.[DrCr], 1) * (-1)), 0)
FROM [dbo].[Transactions] HED
INNER JOIN [dbo].[Transactions] TRN
ON TRN.[BatchNo] = HED.[BatchNo]
AND TRN.[RecType] = ''D''
AND TRN.[LineType] = ''F''
AND TRN.[XnType] = ''I''
AND TRN.[Posted] = ''Y''
AND TRN.[CorrectionInd] IN (''L'', ''X'')
AND TRN.[FeeEarner] = @Handler
INNER JOIN [dbo].[KPIParameters] KPI
ON KPI.[Year]-1 = HED.[PostingYear]
WHERE HED.[RecType] = ''H'''
END
EXECUTE sp_executesql @NCOMMAND, N'@Handler VARCHAR(10),@FeesLastYear DECIMAL(18, 2) OUTPUT', @Handler = @Handler, @FeesLastYear=@FeesLastYear OUTPUT
SELECT REPLACE(CONVERT(VARCHAR, CAST(ROUND(ISNULL(@FeesCurrent, 0), 0) AS MONEY), 1), '.00', '') AS [FeesIssuedCurrentMonth],
REPLACE(CONVERT(VARCHAR, CAST(ROUND(ISNULL(@FeesLastPer, 0), 0) AS MONEY), 1), '.00', '') AS [FeesIssuedLastMonth],
REPLACE(CONVERT(VARCHAR, CAST(ROUND(ISNULL(@FeesYTD, 0), 0) AS MONEY), 1), '.00', '') AS [FeesIssuedYearToDate],
REPLACE(CONVERT(VARCHAR, CAST(ROUND(ISNULL(@FeesLastYTD, 0), 0) AS MONEY), 1), '.00', '') AS [FeesIssuedLastYearToDate],
REPLACE(CONVERT(VARCHAR, CAST(ROUND(ISNULL(@FeesLastYear, 0), 0) AS MONEY), 1), '.00', '') AS [FeesIssuedLastYear]
DECLARE @DraftInvoice DECIMAL(18, 2)
IF @IsSAM4 = 0
BEGIN
SET @NCOMMAND = '
SELECT @DraftInvoice = ISNULL(SUM((ISNULL(BD.[NET], 0) +
ISNULL(BD.[VATVALUE], 0)) *
CASE WHEN ISNULL(BH.[INVCR], ''I'') = ''C''
THEN -1
ELSE 1 END), 0)
FROM [dbo].[matters] MAT
INNER JOIN [dbo].[BillHeader] BH
INNER JOIN [dbo].[BillDetails] BD
ON BD.[DRAFTNO] = BH.[DRAFTNO]
ON BH.[MATTER] = MAT.[Code]
AND BH.[BILLNO] = 0
WHERE MAT.[FECode] = @Handler'
END
ELSE
BEGIN
SET @NCOMMAND = '
SELECT @DraftInvoice = ISNULL(SUM((ISNULL(BD.[NetValue], 0) +
ISNULL(BD.[VatValue], 0)) *
CASE WHEN ISNULL(BH.[TYPE], ''I'') = ''C''
THEN -1
ELSE 1 END), 0)
FROM [dbo].[matters] AS MAT
INNER JOIN [dbo].[Billhead] BH
ON BH.[MatterCode] = MAT.[Code]
INNER JOIN [dbo].[BillDetail] BD
ON BD.[BillID] = BH.[BillingID]
AND BD.[RecordType] = ''F''
AND BD.[FeCode] = @Handler
WHERE MAT.[FECode] = @Handler
AND BH.[BillStatus] <> ''Approved'''
END
EXECUTE sp_executesql @NCOMMAND, N'@Handler VARCHAR(10),@DraftInvoice DECIMAL(18, 2) OUTPUT', @Handler = @Handler, @DraftInvoice=@DraftInvoice OUTPUT
DECLARE @OSFees DECIMAL(19, 2)
DECLARE @OSInvoices DECIMAL(19, 2)
DECLARE @AVGDDays INT
-- Pino 2015-05-26 - Please make sure that this calculation exactly mirrors the corresponding one
-- in [dbo].[KAAS_DashboardCaseAlert] - if either is changed, change the other one
-- accordingly
IF @IsSAM4 = 0
BEGIN
SET @NCOMMAND = N'
SELECT @OSFees = DT.[OSFees],
@OSInvoices = DT.[OSInvoices],
@AVGDDays = CASE WHEN DT.[DebtorEntries] = 0
THEN 0
ELSE DT.[DebtorDays] / DT.[DebtorEntries] END
FROM (SELECT CONVERT(DECIMAL(19, 2), ISNULL(SUM(CONVERT(DECIMAL(19, 2), ISNULL(DTL.[OSFees], 0))), 0)) AS [OSFees],
CONVERT(DECIMAL(19, 2), ISNULL(SUM(CONVERT(DECIMAL(19, 2), ISNULL(DTL.[OSVALUE], 0))), 0)) AS [OSInvoices],
ISNULL(SUM(CASE WHEN DTL.[DATE] IS NULL
THEN 0
WHEN DTL.[DATE] > @GETDATE
THEN 0
WHEN DTL.[OSVALUE] = 0
THEN 0
ELSE DATEDIFF(Day, DTL.[DATE], @GETDATE) END), 0) AS [DebtorDays],
ISNULL(SUM(CASE WHEN DTL.[DATE] IS NULL
THEN 0
WHEN DTL.[DATE] > @GETDATE
THEN 0
WHEN DTL.[OSVALUE] = 0
THEN 0
ELSE 1 END), 0) AS [DebtorEntries]
FROM [dbo].[matters] MAT
INNER JOIN [dbo].[DebtorsLedger] DTL
ON DTL.[MATTER] = MAT.[Code]
AND DTL.[OSValue] > 0
WHERE MAT.[FECode] = @Handler) DT'
EXECUTE sp_executesql @NCOMMAND, N'@Handler VARCHAR(10), @GETDATE DATETIME, @OSFees DECIMAL(19, 2) OUTPUT, @OSInvoices DECIMAL(19, 2) OUTPUT, @AVGDDays INT OUTPUT', @Handler = @Handler, @GETDATE = @GETDATE, @OSFees = @OSFees OUTPUT, @OSInvoices = @OSInvoices OUTPUT, @AVGDDays = @AVGDDays OUTPUT
END
ELSE
BEGIN
SET @NCOMMAND = N'
SELECT @OSFees = DT.[OSFees],
@OSInvoices = DT.[OSInvoices],
@AVGDDays = CASE WHEN DT.[DebtorEntries] = 0
THEN 0
ELSE DT.[DebtorDays] / DT.[DebtorEntries] END
FROM (SELECT CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(TRN.[DebtorsValueOS], 0)), 0)) AS [OSInvoices],
CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(TRN.[FeesOS], 0)), 0)) AS [OSFees],
ISNULL(SUM(CASE WHEN TRN.[TransDate] IS NULL
THEN 0
WHEN TRN.[TransDate] > @GETDATE
THEN 0
WHEN TRN.[DebtorsValueOS] = 0
THEN 0
ELSE DATEDIFF(Day, TRN.[TransDate], @GETDATE) END), 0) AS [DebtorDays],
ISNULL(SUM(CASE WHEN TRN.[TransDate] IS NULL
THEN 0
WHEN TRN.[TransDate] > @GETDATE
THEN 0
WHEN TRN.[DebtorsValueOS] = 0
THEN 0
ELSE 1 END), 0) AS [DebtorEntries]
FROM [dbo].[matters] AS MAT
INNER JOIN [dbo].[Transactions] TRN
ON MAT.[Code] = TRN.[MatterCode]
WHERE TRN.[Posted] = ''Y''
AND MAT.[FECode] = @Handler
AND TRN.[CorrectionInd] = ''L''
AND TRN.[DebtorsValueOS] > 0
AND ((TRN.[XnType] = ''I'' AND TRN.[RecType] = ''H'')
OR (TRN.[XnType] = ''J'' AND TRN.[RecType] = ''D''))) DT'
EXECUTE sp_executesql @NCOMMAND, N'@Handler VARCHAR(10), @GETDATE DATETIME, @OSInvoices DECIMAL(19, 2) OUTPUT, @OSFees DECIMAL(19, 2) OUTPUT, @AVGDDays INT OUTPUT', @Handler = @Handler, @GETDATE = @GETDATE, @OSInvoices = @OSInvoices OUTPUT, @OSFees = @OSFees OUTPUT, @AVGDDays = @AVGDDays OUTPUT
END
DECLARE @WIP DECIMAL(19, 2)
-- Pino 2015-05-26 - Please make sure that this calculation exactly mirrors the corresponding one
-- in [dbo].[KAAS_DashboardCaseAlert] - if either is changed, change the other one
-- accordingly
-- John 2016-01-25 - Made query match the one in KAAS_DashboardCaseAlert
IF @IsSAM4 = 0
BEGIN
--SELECT @WIP = ISNULL(SUM(ISNULL(TIE.[Charge], 0) - ISNULL(TIE.[BilledAmount], 0)), 0)
-- FROM [dbo].[TimeEntry] TIE
-- INNER JOIN [dbo].[matters] MAT
-- ON MAT.[Code] = TIE.[Matter]
-- AND MAT.[Closed] = 'N'
-- WHERE TIE.[FeeEarn] = @Handler
-- AND TIE.[Rec_Irr] <> 'N'
-- AND TIE.[Matter] <> '~'
-- AND ( TIE.[TimeOrCharge] = 'T'
-- OR TIE.[TimeOrCharge] = 'C')
SELECT @WIP = ISNULL(SUM(WP.[WIP]), 0)
FROM ( SELECT TIE.[Matter],
ISNULL(SUM(ISNULL(TIE.[Charge], 0) - ISNULL(TIE.[BilledAmount], 0)), 0) AS [WIP]
FROM [dbo].[TimeEntry] TIE
INNER JOIN [dbo].[matters] MAT
ON MAT.[Code] = TIE.[Matter]
AND MAT.[Closed] = 'N'
WHERE TIE.[FeeEarn] = @Handler
AND TIE.[Rec_Irr] <> 'N'
AND TIE.[Matter] <> '~'
AND ( TIE.[TimeOrCharge] = 'T'
OR TIE.[TimeOrCharge] = 'C')
GROUP BY TIE.[Matter]) WP
INNER JOIN [dbo].[matters] MT2
INNER JOIN [dbo].[Contacts] CON
ON CON.[Code] = MT2.[ClientCode]
ON MT2.[Code] = WP.[Matter]
END
ELSE
BEGIN
--SELECT @WIP = ISNULL(SUM(CASE WHEN TIE.[InvoiceNo] = 0
-- THEN ISNULL(TIE.[Charge], 0)
-- ELSE 0 END), 0)
-- FROM [dbo].[TimeEntry] TIE
-- INNER JOIN [dbo].[matters] MAT
-- ON MAT.[Code] = TIE.[Matter]
-- AND MAT.[Closed] = 'N'
-- WHERE TIE.[FeeEarn] = @Handler
-- AND TIE.[Rec_Irr] <> 'N'
-- AND TIE.[Matter] <> '~'
-- AND ( TIE.[TimeOrCharge] = 'T'
-- OR TIE.[TimeOrCharge] = 'C')
SELECT @WIP = ISNULL(SUM(WP.[WIP]), 0)
FROM ( SELECT TIE.[Matter],
ISNULL(SUM(CASE WHEN TIE.[InvoiceNo] = 0
THEN ISNULL(TIE.[Charge], 0)
ELSE 0 END), 0) AS [WIP]
FROM [dbo].[TimeEntry] TIE
INNER JOIN [dbo].[matters] MAT
ON MAT.[Code] = TIE.[Matter]
AND MAT.[Closed] = 'N'
WHERE TIE.[FeeEarn] = @Handler
AND TIE.[Rec_Irr] <> 'N'
AND TIE.[Matter] <> '~'
AND ( TIE.[TimeOrCharge] = 'T'
OR TIE.[TimeOrCharge] = 'C')
GROUP BY TIE.[Matter]) WP
INNER JOIN [dbo].[matters] MT2
INNER JOIN [dbo].[Contacts] CON
ON CON.[Code] = MT2.[ClientCode]
ON MT2.[Code] = WP.[Matter]
END
-- Pino 2015-06-24 Start
DECLARE @OutlayBalance DECIMAL(19, 2)
IF @IsSAM4 = 0
BEGIN
SET @NCOMMAND = N'
SELECT @OutlayBalance = ISNULL(SUM(ISNULL(MAT.[OutlayBal], 0)), 0)
FROM [dbo].[matters] MAT
WHERE MAT.[FECode] = @Handler
AND MAT.[Closed] <> ''Y'''
END
ELSE
BEGIN
SET @NCOMMAND = N'
SELECT @OutlayBalance = ISNULL(SUM(ISNULL(OBL.[OutlayBalance], 0)), 0)
FROM ( SELECT MAT.[Code],
ISNULL(SUM(ISNULL(TRN.[OutlayValue], 0)), 0) AS [OutlayBalance]
FROM [dbo].[matters] MAT
INNER JOIN [dbo].[Transactions] TRN
ON TRN.[MatterCode] = MAT.[Code]
AND ( ( (TRN.[Posted] = ''Y'')
AND (TRN.[RecType] <> ''V'')
AND (TRN.[CorrectionInd] = ''L''))
OR ( (TRN.[Posted] IS NULL)
AND (TRN.[RecType] IS NULL)
AND (TRN.[CorrectionInd] IS NULL)))
WHERE MAT.[FECode] = @Handler
AND MAT.[Closed] <> ''Y''
GROUP BY MAT.[Code]) OBL'
END
EXECUTE sp_executesql @NCOMMAND, N'@Handler VARCHAR(10), @OutlayBalance DECIMAL(19, 2) OUTPUT', @Handler = @Handler, @OutlayBalance = @OutlayBalance OUTPUT
-- Pino 2015-06-24 END
--Statement to get OS fee and invoice
SELECT REPLACE(CONVERT(VARCHAR,CAST(ROUND(@OSInvoices,0) AS MONEY),1),'.00','') AS [OSInvoice],
REPLACE(CONVERT(VARCHAR,CAST(ROUND(@OSFees,0) AS MONEY),1),'.00','') AS [OSFees],
REPLACE(CONVERT(VARCHAR,CAST(ROUND(@AVGDDays,0) AS MONEY),1),'.00','') AS [AverageDebtorsDays],
REPLACE(CONVERT(VARCHAR,CAST(ROUND(@WIP,0) AS MONEY),1),'.00','') AS [CurrentWIP],
REPLACE(CONVERT(VARCHAR,CAST(ROUND(@DraftInvoice,0) AS MONEY),1),'.00','') AS [DraftInvoice],
REPLACE(CONVERT(VARCHAR,CAST(ROUND((@OSInvoices + @OutlayBalance + @WIP),0) AS MONEY),1),'.00','') AS [CurrentLookupValue], --Pino 2015-09-29
REPLACE(CONVERT(VARCHAR,CAST(ROUND(@OutlayBalance,0) AS MONEY),1),'.00','') AS [OutlayBalance] --Added Pino 2015-06-24
DECLARE @Open INT
DECLARE @Dormant INT
DECLARE @Expectinvoice INT
DECLARE @Noestimatefee INT
DECLARE @Approachingestimatedfee INT
DECLARE @Lockedupvalue INT
DECLARE @Noestimategiven INT
DECLARE @MoneyLaunderingchecks INT
DECLARE @EffectivelyCompleted INT
DECLARE @EstFeeWarningLimit DECIMAL(19, 2)
DECLARE @LockupUpValue DECIMAL(19, 2)
SELECT @EstFeeWarningLimit = CONVERT(DECIMAL(19, 2), ISNULL([SET].[KeyValue], '0'))
FROM [dbo].[Settings] [SET]
WHERE [SET].[KeyName] = 'EstFeeWarningLimit'
SET @EstFeeWarningLimit = ISNULL(@EstFeeWarningLimit, 0)
SELECT @LockupUpValue = CONVERT(DECIMAL(19, 2), ISNULL([SET].[KeyValue], '0'))
FROM [dbo].[Settings] [SET]
WHERE [SET].[KeyName] = 'LockupUpValue'
SET @LockupUpValue = ISNULL(@LockupUpValue, 0)
SELECT @Open = ISNULL(SUM(CASE WHEN MAT.[Closed] = 'Y'
THEN 0
WHEN MAT.[ClientCode] = 'ZZZZZZ'
THEN 0
WHEN isnumeric(MAT.[matter]) = 0 --system matters like ZZZZZZ/ZZZ2
THEN 0
WHEN convert(int, MAT.[matter]) = 0 --ignore "0" matter
THEN 0
ELSE 1 END), 0),
@Expectinvoice = ISNULL(SUM(CASE WHEN MAT.[ExpBillD] <= @GETDATE
THEN 1
ELSE 0 END), 0),
@Noestimatefee = ISNULL(SUM(CASE WHEN isnumeric(MAT.[matter]) = 0 --system matters like ZZZZZZ/ZZZ2
THEN 0
WHEN convert(int, MAT.[matter]) = 0 --ignore "0" matter
THEN 0
WHEN MAT.[EstFee] = 0
THEN 1
ELSE 0 END), 0),
@Approachingestimatedfee = ISNULL(SUM(CASE WHEN (COALESCE ((ISNULL(MAT.[ChargeBal], 0) / NULLIF (MAT.[EstFee], 0) * 100), 0)) > @EstFeeWarningLimit
THEN 1
ELSE 0 END), 0),
@Lockedupvalue = ISNULL(SUM(CASE WHEN (MAT.[ChargeBal] + MAT.[DebtBal] + MAT.[OutlayBal]) > @LockupUpValue
THEN 1
ELSE 0 END), 0),
@Noestimategiven = ISNULL(SUM(CASE WHEN isnumeric(MAT.[matter]) = 0 --system matters like ZZZZZZ/ZZZ2
THEN 0
WHEN convert(int, MAT.[matter]) = 0 --ignore "0" matter
THEN 0
WHEN MAT.[Section68] = 'Y'
THEN 0
ELSE 1 END), 0),
@EffectivelyCompleted=ISNULL(SUM(CASE WHEN isnumeric(MAT.[matter]) = 0 --system matters like ZZZZZZ/ZZZ2
THEN 0
WHEN convert(int, MAT.[matter]) = 0 --ignore "0" matter
THEN 0
WHEN ISNULL(MAT.PCODE, '') = '' AND ISNULL(PFECODE, '') = ''
THEN 1
ELSE 0 END),0)
FROM [dbo].[matters] MAT
WHERE MAT.[FECode] = @Handler
AND MAT.Closed <> 'Y'
DECLARE @MATTERS TABLE ([Code] VARCHAR(20), [LastActionDate] DATETIME)
INSERT INTO @MATTERS ([Code], [LastActionDate])
EXEC @Dormant = [dbo].[KEYHM_GetDormantMatters] @Handler
SELECT @MoneyLaunderingchecks = COUNT(DISTINCT CON.[CODE])
FROM [dbo].[Contacts] CON
INNER JOIN [dbo].[matters] MAT
ON MAT.[ClientCode] = CON.[Code]
AND MAT.[Closed] <> 'Y'
WHERE CON.[FE] = @Handler
AND ISNULL(CON.[Approved], 0) <> 1
SELECT ISNULL(@Open, 0) AS [OpenMatters],
ISNULL(@Dormant, 0) AS [MyDormantMatters],
ISNULL(@Expectinvoice, 0) AS [NoCaseWhereExpectInvoiceDateHasPassed],
ISNULL(@Noestimatefee, 0) AS [NoCaseWithNoEstimateFee],
ISNULL(@Approachingestimatedfee, 0) AS [NoCaseApproachingEstimatedFee],
ISNULL(@Lockedupvalue, 0) AS [NoCaseApproachingLockedUpValue],
ISNULL(@MoneyLaunderingchecks, 0) AS [NoClientsThatRequireMoneyLaunderingChecks],
ISNULL(@Noestimategiven, 0) AS [NoCasesWithNoEstimateGiven],
ISNULL(@EffectivelyCompleted, 0) AS [NoCasesEffectivelyComplete]
END
GO
IF OBJECT_ID(N'KEYHM_DashboardCaseAlert', N'P') IS NOT NULL
BEGIN
DROP PROCEDURE [dbo].[KEYHM_DashboardCaseAlert]
END
GO
CREATE PROCEDURE
[dbo].[KEYHM_DashboardCaseAlert]
(@Handler VARCHAR(10),
@Function VARCHAR(50),
@PageNumber INT,
@PageSize INT,
@SearchText VARCHAR(100),
@SortColumn VARCHAR(20),
@SortDirection VARCHAR(10))
AS
/*******************************************************************************************************************************************************
*
* Retrieves Detailed information for the entries displayed on the Dashboard (My Overview) page
*
* Stored Procedure Name : KEYHM_DashboardCaseAlert
* Copied From : ky_NETDashboardCaseAlert
*
* Pino 2014-11-19 - changed statements for Open Matters and Dormant Matters.
* assigned task to review remaining select statements
*
* Magesh 2015-05-05 - Changed conditions to get data more specifically
*
* Pino 2015-05-26 - SAM4 calculations
*
* Pino 2015-06-24 - Include Outlay Balance
*
* Pino 2015-06-25 - Fix drilldown for Clients Requiring Money Laundering Checks
* Exclude zero balances from Outlay Balance drilldown
*
* Magesh 2015-08-31 - Added condition to the query used to find out @TotalStatuteLimits to exculed min date values '1900-01-01'
*
* Magesh 2015-09-15 - Added three more function for fees for current month , last month and year to date.
*
* Magesh 2015-10-10 - Added three more funtions to show timedaybook and time enty for week,month and year.
*
* Magesh 2015-10-09 - Added three more funtions to show Admin time enty for week,month and year.
*
* Magesh 2015-10-16 - Added extra funtions to show effectively complete matters.
*
* John 2015-11-09 - Fixed function 'TimeDayBookforWeek' looking for 'ADM' handler instead of @Handler
*
* John 2015-11-19 - KEYD-2939 - Changed the inner join from batchdetails to matters to now be
* batchh to matters
* John 2015-11-25 - KEYD-2943 - Wrapped a number of financial figures in new function )
*
* John 2016-01-11 - Undid previous change as the VB .NET handles this now.
* It was also messing up totals for the figures (e.g. can't add "(-123.45)" to "512.12")
* Also excluding matters with no WIP from the WIP drill down
*
* John 2016-02-02 - Now excluding close matters from undertakings and statute approaching
* http://jira1.dsrc.in:8080/browse/KEYD-3158
*
* Arun 2016-02-05 - Specified the Varchar size
*
* Pino 2016-04-11 - Ignore No Estimate Fee calculation for system matters like ZZZZZZ/ZZZ2 and
* for the "zero" matters
*
* Pino 2016-04-12 - Exclude further "zero" matters
*
* Suriya 2016-04-26 - KEYD-3536-In the My Overview page the "Admin time recorded this week" drill down list is not showing any details.
*
* Arun 2016-05-16 - Have added OSFees and Debtors Days in Dashboard alert
*
* John 2016-08-02 - Code refactor
*
* Sridharan 2016-08-16 - KEYD:3591: In "My over view" page the "Fee" column of the Fees issued Year to Date
* drill down list is displayed wrong.
*
* John 2016-09-26 - KEYD-4090 Fees issued must now be posted before appearing in My Overview
*
* John 2017-03-20 - Added Last Year and Last Year to Date functions
* Also serious overhaul of some queries
*
* John 2017-03-27 - Fixed getdate not being passed into SQL statement
* Corrected SAM3 Fees Last Year (to Date) clause so it looks at last year, not next
*
* Pino 2017-03-28 - Fixed use of ISNULL(RTRIM(
*
* John 2017-06-06 - Time for this year now only looks at chargeable time (to be consistent with other time frames)
*
* Pino 2017-06-15 - Fixed calculation for Debtors Days - @GETDATE not passed in.
*
* John 2017-10-26 - Fixed potential mismatch with ky_NETDashboard_v2
*
* John 2018-10-25 - KEYD-5519: Made date check for dormant matters consistent with warning on diary (using setting now)
*
* John 2018-11-05 - Dormant check now only looks at complete actions
*
* John 2018-11-08 - Dormant check looks at any activity in diary, time ledger, matter ledger and undertakings
*
* John 2018-11-09 - Fixed Outstanding Fees window not showing anything - KEYD-5558
*
* John 2018-11-12 - Fixed SAM4 debtors days not showing anything - KEYD-5558
*
* John 2018-12-06 - Added return for "DraftInvoices" - KEYD-5563
*
* Vinodhan K 2019-18-07 - Added KAAS_DashboardCaseAlert
* Ponni M 2024-10-18 - Isexist condition check changed
*******************************************************************************************************************************************************/
BEGIN
SET NOCOUNT ON
DECLARE @NCOMMAND NVARCHAR(MAX)
DECLARE @TODAYNUM INT
DECLARE @MONDAY DATETIME
DECLARE @STARTOFMONTH DATETIME
DECLARE @STARTOFYEAR DATETIME
DECLARE @MONTHTODATE DATETIME
DECLARE @GETDATE DATETIME
SELECT @GETDATE = GETDATE()
SELECT @STARTOFMONTH = KPI.[FromDate],
@STARTOFYEAR = KPI.[StartOfYear],
@MONTHTODATE = CASE WHEN @GETDATE > KPI.[ToDate] THEN KPI.[ToDate] ELSE @GETDATE END
FROM [dbo].[KPIParameters] AS KPI
SELECT @STARTOFYEAR = ISNULL(@STARTOFYEAR, CONVERT(DATETIME, CONVERT(VARCHAR(4), YEAR(@GETDATE)) + '0101')),
@TODAYNUM = DATEPART(WEEKDAY, @GETDATE) - DATEPART(WEEKDAY, '20000102') --the 2nd of January, 2000 was a Monday
IF @TODAYNUM <= 0
SET @TODAYNUM = @TODAYNUM + 7
SET @MONDAY = CONVERT(DATETIME, CONVERT(VARCHAR, DATEADD(DAY, 1 - @TODAYNUM, @GETDATE), 112))
SELECT @FUNCTION = UPPER(ISNULL(@FUNCTION, ''))
DECLARE @StartRow INT;
DECLARE @EndRow INT;
SET @PageNumber = ISNULL(@PageNumber, 0) - 1; -- 0 BASED INDEX
IF(@PageNumber > -1)
BEGIN
SET @StartRow = ((@PageNumber) * @PageSize) + 1;
SET @EndRow = (@StartRow + @PageSize) - 1;
END
IF @FUNCTION = 'OPENMATTER'
BEGIN
IF(@SortColumn = '' OR @SortColumn = NULL)
BEGIN
SET @SortColumn = 'Code'
END
IF(@SortDirection = '' OR @SortDirection = NULL)
BEGIN
SET @SortDirection = 'ASC'
END
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#OpenMatterTable
FROM
(SELECT RTRIM(ISNULL(MAT.[Code], '')) AS [Code],
RTRIM(ISNULL(CON.[Name], '')) AS [Name],
RTRIM(ISNULL(MAT.[Description], '')) AS [Description]
FROM [dbo].[matters] MAT
LEFT OUTER JOIN [dbo].[Contacts] CON
ON CON.[Code] = MAT.[ClientCode]
WHERE
(
[MAT].[Code] LIKE '%' + @SearchText + '%'
OR
[CON].[NAME] LIKE '%' + @SearchText + '%'
OR
[MAT].[Description] LIKE '%' + @SearchText + '%'
)
AND MAT.[FECode] = @Handler
AND MAT.[ClientCode] <> 'ZZZZZZ'
AND CASE WHEN ISNUMERIC(MAT.[matter]) = 0
THEN 1
WHEN CONVERT(INT, MAT.[matter]) = 0
THEN 1
ELSE 0 END = 0
AND MAT.[Closed] <> 'Y') AS FoundTable
ORDER BY
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Code' THEN [Code]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Code' THEN [Code]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Name' THEN [Name]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Name' THEN [Name]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Description' THEN [Description]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Description' THEN [Description]
END
END DESC
SELECT
*
FROM
#OpenMatterTable
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) As [TotalRecords]
FROM
#OpenMatterTable
END
ELSE IF @FUNCTION = 'EFFECTIVELYCOMPLETE'
BEGIN
IF(@SortColumn = '' OR @SortColumn = NULL)
BEGIN
SET @SortColumn = 'Code'
END
IF(@SortDirection = '' OR @SortDirection = NULL)
BEGIN
SET @SortDirection = 'ASC'
END
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#EffectivelyCompleteTable
FROM
(SELECT RTRIM(ISNULL(MAT.[Code], '')) AS [Code],
RTRIM(ISNULL(CON.[Name], '')) AS [Name],
RTRIM(ISNULL(MAT.[Description], '')) AS [Description]
FROM [dbo].[matters] AS MAT
LEFT OUTER JOIN [dbo].[Contacts] AS CON
ON CON.[Code] = MAT.[ClientCode]
WHERE
(
[MAT].[Code] LIKE '%' + @SearchText + '%'
OR
[CON].[NAME] LIKE '%' + @SearchText + '%'
OR
[MAT].[Description] LIKE '%' + @SearchText + '%'
)
AND [MAT].[FECode] = @Handler
AND ISNULL(MAT.[PCODE], '') = ''
AND ISNULL(MAT.[PFECODE], '') = ''
AND CASE WHEN ISNUMERIC(MAT.[matter]) = 0
THEN 1
WHEN CONVERT(INT, MAT.[matter]) = 0
THEN 1
ELSE 0 END = 0
AND MAT.[Closed] <> 'Y') AS FoundTable
ORDER BY
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Code' THEN [Code]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Code' THEN [Code]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Name' THEN [Name]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Name' THEN [Name]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Description' THEN [Description]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Description' THEN [Description]
END
END DESC
SELECT
*
FROM
#EffectivelyCompleteTable
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) As [TotalRecords]
FROM
#EffectivelyCompleteTable
END
ELSE IF @FUNCTION = 'DORMANTMATTER'
BEGIN
IF(@SortColumn = '' OR @SortColumn = NULL)
BEGIN
SET @SortColumn = 'Code'
END
IF(@SortDirection = '' OR @SortDirection = NULL)
BEGIN
SET @SortDirection = 'ASC'
END
DECLARE @MATTERS TABLE ([Code] VARCHAR(20), [LastActionDate] DATETIME)
INSERT INTO @MATTERS ([Code], [LastActionDate])
EXEC [dbo].[KEYHM_GetDormantMatters] @Handler
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#DormantMatterTable
FROM
(SELECT MAT.[Code] AS [Code],
ISNULL(RTRIM([CNT].[Name]), '') AS [Name],
ISNULL(RTRIM([MAT].[Description]), '') AS [Description],
TMP.[LastActionDate]
FROM [dbo].[matters] AS MAT
LEFT OUTER JOIN [dbo].[Contacts] AS CNT
ON MAT.[ClientCode] = CNT.[Code]
INNER JOIN @MATTERS AS TMP
ON MAT.[Code] = TMP.[Code]
WHERE
(
[MAT].[Code] LIKE '%' + @SearchText + '%'
OR
[CNT].[NAME] LIKE '%' + @SearchText + '%'
OR
[MAT].[Description] LIKE '%' + @SearchText + '%'
)) AS FoundTable
ORDER BY
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Code' THEN [Code]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Code' THEN [Code]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Name' THEN [Name]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Name' THEN [Name]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Description' THEN [Description]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Description' THEN [Description]
END
END DESC
SELECT
*
FROM
#DormantMatterTable
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) As [TotalRecords]
FROM
#DormantMatterTable
END
ELSE IF @FUNCTION = 'INVOICEDATEPASSED'
BEGIN
IF(@SortColumn = '' OR @SortColumn = NULL)
BEGIN
SET @SortColumn = 'Code'
END
IF(@SortDirection = '' OR @SortDirection = NULL)
BEGIN
SET @SortDirection = 'ASC'
END
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#InvoiceDatePassedTable
FROM
(SELECT MAT.[Code] AS [Code],
RTRIM(ISNULL(CON.[Name], '')) AS [Name],
RTRIM(ISNULL(MAT.[Description], '')) AS [Description],
MAT.[ExpBillD] AS [ExpectedBillDate],
ISNULL(MAT.[EstFee], 0) AS [EstimatedFee],
ISNULL(MAT.[ChargeBal], 0) AS [WIP]
FROM [dbo].[matters] AS MAT
LEFT JOIN [dbo].[Contacts] AS CON
ON CON.[Code] = MAT.[ClientCode]
WHERE
(
[MAT].[Code] LIKE '%' + @SearchText + '%'
OR
[CON].[NAME] LIKE '%' + @SearchText + '%'
OR
[MAT].[Description] LIKE '%' + @SearchText + '%'
OR
[MAT].[ExpBillD] LIKE '%' + @SearchText + '%'
OR
[MAT].[EstFee] LIKE '%' + @SearchText + '%'
OR
[MAT].[ChargeBal] LIKE '%' + @SearchText + '%'
)
AND MAT.[FECode] = @Handler
AND MAT.[ExpBillD] <= @GETDATE
AND MAT.[Closed] <> 'Y') AS FoundTable
ORDER BY
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Code' THEN [Code]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Code' THEN [Code]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Name' THEN [Name]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Name' THEN [Name]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Description' THEN [Description]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Description' THEN [Description]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'ExpectedBillDate' THEN [ExpectedBillDate]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'ExpectedBillDate' THEN [ExpectedBillDate]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'EstimatedFee' THEN [EstimatedFee]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'EstimatedFee' THEN [EstimatedFee]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'WIP' THEN [WIP]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'WIP' THEN [WIP]
END
END DESC
SELECT
*
FROM
#InvoiceDatePassedTable
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) As [TotalRecords]
FROM
#InvoiceDatePassedTable
END
ELSE IF @FUNCTION = 'NOESTIMATEFEE'
BEGIN
IF(@SortColumn = '' OR @SortColumn = NULL)
BEGIN
SET @SortColumn = 'Code'
END
IF(@SortDirection = '' OR @SortDirection = NULL)
BEGIN
SET @SortDirection = 'ASC'
END
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#NoEstimateFeeTable
FROM
(SELECT MAT.[Code] AS [Code],
RTRIM(ISNULL(CON.[Name], '')) AS [Name],
RTRIM(ISNULL(MAT.[Description], '')) AS [Description]
FROM [dbo].[matters] AS MAT
LEFT OUTER JOIN [dbo].[Contacts] AS CON
ON CON.[Code] = MAT.[ClientCode]
WHERE
(
[MAT].[Code] LIKE '%' + @SearchText + '%'
OR
[CON].[NAME] LIKE '%' + @SearchText + '%'
OR
[MAT].[Description] LIKE '%' + @SearchText + '%'
)
AND MAT.[FECode] = @Handler
AND CASE WHEN ISNUMERIC(MAT.[matter]) = 0
THEN 1
WHEN CONVERT(INT, MAT.[matter]) = 0
THEN 1
ELSE MAT.[EstFee] END = 0
AND MAT.[Closed] <> 'Y') AS FoundTable
ORDER BY
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Code' THEN [Code]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Code' THEN [Code]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Name' THEN [Name]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Name' THEN [Name]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Description' THEN [Description]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Description' THEN [Description]
END
END DESC
SELECT
*
FROM
#NoEstimateFeeTable
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) As [TotalRecords]
FROM
#NoEstimateFeeTable
END
ELSE IF @FUNCTION = 'APPROACHINGESTIMATEFEE'
BEGIN
IF(@SortColumn = '' OR @SortColumn = NULL)
BEGIN
SET @SortColumn = 'Code'
END
IF(@SortDirection = '' OR @SortDirection = NULL)
BEGIN
SET @SortDirection = 'ASC'
END
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#ApproachingEstimateFeeTable
FROM
(SELECT MAT.[Code] AS [Code],
RTRIM(ISNULL(CON.[Name],'')) AS [Name],
RTRIM(ISNULL(MAT.[Description],'')) AS [Description],
ISNULL(EstFee,0) AS [EstimatedFee],
ISNULL(ChargeBal,0) AS [WIP],
CAST(CAST((COALESCE((ISNULL(MAT.[ChargeBal], 0) / NULLIF(MAT.[EstFee], 0) * 100), 0)) AS DECIMAL(18,2)) AS VARCHAR(100)) + '%' AS [PercentageOfEstimatedFee]
FROM [dbo].[matters] AS MAT
LEFT OUTER JOIN [dbo].[Contacts] AS CON
ON CON.[Code] = MAT.[ClientCode]
WHERE
(
[MAT].[Code] LIKE '%' + @SearchText + '%'
OR
[CON].[Name] LIKE '%' + @SearchText + '%'
OR
[MAT].[Description] LIKE '%' + @SearchText + '%'
OR
[MAT].[EstFee] LIKE '%' + @SearchText + '%'
OR
[MAT].[ChargeBal] LIKE '%' + @SearchText + '%'
OR
(CAST(CAST((COALESCE((ISNULL(MAT.[ChargeBal], 0) / NULLIF(MAT.[EstFee], 0) * 100), 0)) AS DECIMAL(18,2)) AS VARCHAR(100)) + '%') LIKE '%' + @SearchText + '%'
)
AND FECode = @Handler
AND COALESCE((ISNULL(MAT.[ChargeBal], 0) / NULLIF(MAT.[EstFee], 0) * 100), 0) > (SELECT ISNULL([KeyValue], 0) FROM [dbo].[Settings] WHERE [KeyName] = 'EstFeeWarningLimit')
AND MAT.[Closed] <> 'Y') AS FoundTable
ORDER BY
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Code' THEN [Code]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Code' THEN [Code]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Name' THEN [Name]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Name' THEN [Name]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Description' THEN [Description]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Description' THEN [Description]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'EstimatedFee' THEN [EstimatedFee]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'EstimatedFee' THEN [EstimatedFee]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'WIP' THEN [WIP]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'WIP' THEN [WIP]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'PercentageOfEstimatedFee' THEN [PercentageOfEstimatedFee]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'PercentageOfEstimatedFee' THEN [PercentageOfEstimatedFee]
END
END DESC
SELECT
*
FROM
#ApproachingEstimateFeeTable
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) As [TotalRecords]
FROM
#ApproachingEstimateFeeTable
END
ELSE IF @FUNCTION = 'APPROACHINGLOCKEDUP'
BEGIN
IF(@SortColumn = '' OR @SortColumn = NULL)
BEGIN
SET @SortColumn = 'Code'
END
IF(@SortDirection = '' OR @SortDirection = NULL)
BEGIN
SET @SortDirection = 'ASC'
END
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#ApproachingLockedupTable
FROM
(SELECT MAT.[Code] AS [Code],
RTRIM(ISNULL(CON.[Name],'')) AS [Name],
RTRIM(ISNULL(MAT.[Description],'')) AS [Description]
FROM [dbo].[matters] AS MAT
LEFT OUTER JOIN [dbo].[Contacts] AS CON
ON CON.[Code] = MAT.[ClientCode]
WHERE
(
[MAT].[Code] LIKE '%' + @SearchText + '%'
OR
[CON].[NAME] LIKE '%' + @SearchText + '%'
OR
[MAT].[Description] LIKE '%' + @SearchText + '%'
)
AND MAT.[FECode] = @Handler
AND (ISNULL(MAT.[ChargeBal], 0) + ISNULL(MAT.[DebtBal], 0) + ISNULL(MAT.[OutlayBal], 0)) > (SELECT ISNULL([KeyValue], 0) FROM [dbo].[Settings] WHERE KeyName = 'LockupUpValue')
AND MAT.[Closed] <> 'Y') AS FoundTable
ORDER BY
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Code' THEN [Code]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Code' THEN [Code]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Name' THEN [Name]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Name' THEN [Name]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Description' THEN [Description]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Description' THEN [Description]
END
END DESC
SELECT
*
FROM
#ApproachingLockedupTable
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) As [TotalRecords]
FROM
#ApproachingLockedupTable
END
ELSE IF @Function='MONEYLANDERINGCHECKS'
BEGIN
IF(@SortColumn = '' OR @SortColumn = NULL)
BEGIN
SET @SortColumn = 'Code'
END
IF(@SortDirection = '' OR @SortDirection = NULL)
BEGIN
SET @SortDirection = 'ASC'
END
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#MoneyLanderingCheckTable
FROM
(
-- Pino 2015-06-25 Rewrite START
SELECT RTRIM(ISNULL(CON.[Code], '')) AS [ClientCode],
RTRIM(ISNULL(CON.[Name], '')) AS [Name],
[dbo].[ky_RemoveSpuriousWhitespace2](RTRIM(ISNULL(CON.[Address], '')), 200) AS [Address],
RM.[Code] AS [Code],
RM.[Description] AS [Description]
FROM [dbo].[Contacts] CON
-- Get code and description of most recently started matter for this client
-- Because it's a Cross Apply it works akin to an INNER JOIN so clients with
-- no open matters are automatically excluded.
CROSS APPLY ( SELECT TOP 1
RTRIM(ISNULL(MAT.[Code], '')) AS [Code],
RTRIM(ISNULL(MAT.[Description], '')) AS [Description]
FROM [dbo].[matters] MAT
WHERE MAT.[ClientCode] = CON.[Code]
AND MAT.[Closed] <> 'Y'
ORDER BY MAT.[Started] DESC) RM
WHERE
(
[CON].[Code] LIKE '%' + @SearchText + '%'
OR
[CON].[Name] LIKE '%' + @SearchText + '%'
OR
[dbo].[ky_RemoveSpuriousWhitespace2](RTRIM(ISNULL(CON.[Address], '')), 200) LIKE '%' + @SearchText + '%'
OR
[RM].[Code] LIKE '%' + @SearchText + '%'
OR
[RM].[Description] LIKE '%' + @SearchText + '%'
)
AND CON.[FE] = @Handler
AND ISNULL(CON.[Approved], 0) <> 1
-- Pino 2015-06-25 Rewrite END
) AS FoundTable
ORDER BY
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'ClientCode' THEN [ClientCode]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'ClientCode' THEN [ClientCode]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Name' THEN [Name]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Name' THEN [Name]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Address' THEN [Address]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Address' THEN [Address]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Code' THEN [Code]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Code' THEN [Code]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Description' THEN [Description]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Description' THEN [Description]
END
END DESC
SELECT
*
FROM
#MoneyLanderingCheckTable
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) As [TotalRecords]
FROM
#MoneyLanderingCheckTable
END
ELSE IF @Function='NOESTIMATEGIVEN'
BEGIN
IF(@SortColumn = '' OR @SortColumn = NULL)
BEGIN
SET @SortColumn = 'Code'
END
IF(@SortDirection = '' OR @SortDirection = NULL)
BEGIN
SET @SortDirection = 'ASC'
END
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#NoEstimateGivenTable
FROM
(SELECT RTRIM(ISNULL(MAT.[Code], '')) AS [Code],
RTRIM(ISNULL(CON.[Name], '')) AS [Name],
RTRIM(ISNULL(MAT.[Description], '')) AS [Description]
FROM [dbo].[matters] MAT
INNER JOIN [dbo].[Contacts] CON
ON CON.[Code] = MAT.[ClientCode]
WHERE
(
[MAT].[Code] LIKE '%' + @SearchText + '%'
OR
[CON].[NAME] LIKE '%' + @SearchText + '%'
OR
[MAT].[Description] LIKE '%' + @SearchText + '%'
)
AND MAT.[FECode] = @Handler
AND ISNULL(MAT.[Section68], '') <> 'Y'
AND CASE WHEN isnumeric(MAT.[matter]) = 0
THEN 1
WHEN convert(int, MAT.[matter]) = 0
THEN 1
ELSE 0 END = 0
AND MAT.[Closed] <> 'Y') AS FoundTable
ORDER BY
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Code' THEN [Code]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Code' THEN [Code]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Name' THEN [Name]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Name' THEN [Name]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Description' THEN [Description]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Description' THEN [Description]
END
END DESC
SELECT
*
FROM
#NoEstimateGivenTable
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) As [TotalRecords]
FROM
#NoEstimateGivenTable
END
ELSE IF @Function='WIP'
-- Pino 2015-05-26 - Please make sure that this calculation exactly mirrors the corresponding one
-- in [dbo].[Ky_NETDashBoard] - if either is changed, change the other one
-- accordingly
BEGIN
IF(@SortColumn = '' OR @SortColumn = NULL)
BEGIN
SET @SortColumn = 'Code'
END
IF(@SortDirection = '' OR @SortDirection = NULL)
BEGIN
SET @SortDirection = 'ASC'
END
IF [dbo].[ISSAM4]() = 0
BEGIN
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#WIPTable
FROM
(SELECT WP.[Matter] AS [Code],
RTRIM(ISNULL(CON.[NAME], '')) AS [ClientName],
RTRIM(ISNULL(CON.[CODE], '')) AS [ClientCode],
RTRIM(ISNULL(MT2.[Description], '')) AS [Description],
WP.[WIP] AS [WIP],
WP.[LastTimeEntryDate] AS [LastTimeEntryDate]
FROM ( SELECT TIE.[Matter],
ISNULL(SUM(ISNULL(TIE.[Charge], 0) - ISNULL(TIE.[BilledAmount], 0)), 0) AS [WIP],
MAX(TIE.[Date]) AS [LastTimeEntryDate]
FROM [dbo].[TimeEntry] TIE
INNER JOIN [dbo].[matters] MAT
ON MAT.[Code] = TIE.[Matter]
AND MAT.[Closed] = 'N'
WHERE TIE.[FeeEarn] = @Handler
AND TIE.[Rec_Irr] <> 'N'
AND TIE.[Matter] <> '~'
AND ( TIE.[TimeOrCharge] = 'T'
OR TIE.[TimeOrCharge] = 'C')
GROUP BY TIE.[Matter]) WP
INNER JOIN [dbo].[matters] MT2
INNER JOIN [dbo].[Contacts] CON
ON CON.[Code] = MT2.[ClientCode]
ON MT2.[Code] = WP.[Matter]
WHERE
(
[WP].[Matter] LIKE '%' + @SearchText + '%'
OR
[CON].[NAME] LIKE '%' + @SearchText + '%'
OR
[CON].[CODE] LIKE '%' + @SearchText + '%'
OR
[MT2].[Description] LIKE '%' + @SearchText + '%'
OR
[WP].[WIP] LIKE '%' + @SearchText + '%'
OR
[WP].[LastTimeEntryDate] LIKE '%' + @SearchText + '%'
)
AND
WP.[WIP] <> 0) AS FoundTable
ORDER BY
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Code' THEN [Code]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Code' THEN [Code]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'ClientName' THEN [ClientName]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'ClientName' THEN [ClientName]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'ClientCode' THEN [ClientCode]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'ClientCode' THEN [ClientCode]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Description' THEN [Description]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Description' THEN [Description]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'WIP' THEN [WIP]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'WIP' THEN [WIP]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'LastTimeEntryDate' THEN [LastTimeEntryDate]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'LastTimeEntryDate' THEN [LastTimeEntryDate]
END
END DESC
SELECT
*
FROM
#WIPTable
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) As [TotalRecords]
FROM
#WIPTable
END
ELSE
BEGIN
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#WIPSamTable
FROM
(SELECT WP.[Matter] AS [Code],
RTRIM(ISNULL(CON.[NAME], '')) AS [ClientName],
RTRIM(ISNULL(CON.[CODE], '')) AS [ClientCode],
RTRIM(ISNULL(MT2.[Description], '')) AS [Description],
WP.[WIP] AS [WIP],
WP.[LastTimeEntryDate] AS [LastTimeEntryDate]
FROM ( SELECT TIE.[Matter],
ISNULL(SUM(CASE WHEN TIE.[InvoiceNo] = 0
THEN ISNULL(TIE.[Charge], 0)
ELSE 0 END), 0) AS [WIP],
MAX(TIE.[Date]) AS [LastTimeEntryDate]
FROM [dbo].[TimeEntry] TIE
INNER JOIN [dbo].[matters] MAT
ON MAT.[Code] = TIE.[Matter]
AND MAT.[Closed] = 'N'
WHERE TIE.[FeeEarn] = @Handler
AND TIE.[Rec_Irr] <> 'N'
AND TIE.[Matter] <> '~'
AND ( TIE.[TimeOrCharge] = 'T'
OR TIE.[TimeOrCharge] = 'C')
GROUP BY TIE.[Matter]) WP
INNER JOIN [dbo].[matters] MT2
INNER JOIN [dbo].[Contacts] CON
ON CON.[Code] = MT2.[ClientCode]
ON MT2.[Code] = WP.[Matter]
WHERE
(
[WP].[Matter] LIKE '%' + @SearchText + '%'
OR
[CON].[NAME] LIKE '%' + @SearchText + '%'
OR
[CON].[CODE] LIKE '%' + @SearchText + '%'
OR
[MT2].[Description] LIKE '%' + @SearchText + '%'
OR
[WP].[WIP] LIKE '%' + @SearchText + '%'
OR
[WP].[LastTimeEntryDate] LIKE '%' + @SearchText + '%'
)
AND
WP.[WIP] <> 0) AS FoundTable
ORDER BY
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Code' THEN [Code]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Code' THEN [Code]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'ClientName' THEN [ClientName]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'ClientName' THEN [ClientName]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'ClientCode' THEN [ClientCode]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'ClientCode' THEN [ClientCode]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Description' THEN [Description]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Description' THEN [Description]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'WIP' THEN [WIP]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'WIP' THEN [WIP]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'LastTimeEntryDate' THEN [LastTimeEntryDate]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'LastTimeEntryDate' THEN [LastTimeEntryDate]
END
END DESC
SELECT
*
FROM
#WIPSamTable
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) As [TotalRecords]
FROM
#WIPSamTable
END
END
ELSE IF @Function='OSINVOICE'
-- Pino 2015-05-26 - Please make sure that this calculation exactly mirrors the corresponding one
-- in [dbo].[Ky_NETDashBoard] - if either is changed, change the other one
-- accordingly
BEGIN
IF(@SortColumn = '' OR @SortColumn = NULL)
BEGIN
SET @SortColumn = 'Row_Number'
END
IF(@SortDirection = '' OR @SortDirection = NULL)
BEGIN
SET @SortDirection = 'ASC'
END
IF [dbo].[ISSAM4]() = 0
BEGIN
SET @NCOMMAND = N'
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#OSInvoiceSAM3Table
FROM
(SELECT RTRIM(ISNULL(DLG.[Ref], '''')) AS [InvoiceRef],
RTRIM(ISNULL(DLG.[MATTER], '''')) AS [Code],
RTRIM(ISNULL(CON.[Name], '''')) AS [ClientName],
RTRIM(ISNULL(MAT.[Description],'''')) AS [Description],
ISNULL(CONVERT(VARCHAR,DLG.[DATE],106),'''') AS [InvoiceDate],
CONVERT(DECIMAL(19, 2), DLG.OSVALUE) AS [Outstanding],
DATEDIFF(dd, DLG.[DATE], @GETDATE) AS [DaysOld]
FROM [dbo].[matters] MAT
INNER JOIN [dbo].[DebtorsLedger] DLG
ON DLG.[MATTER] = MAT.[Code]
AND DLG.[OSVALUE] > 0
INNER JOIN [dbo].[Contacts] CON
ON CON.[Code] = MAT.[ClientCode]
WHERE
(
RTRIM(LTRIM(@SearchText)) = ''''
OR
(
[DLG].[Ref] LIKE ''%' + @SearchText + '%''
OR
[DLG].[MATTER] LIKE ''%' + @SearchText + '%''
OR
[CON].[Name] LIKE ''%' + @SearchText + '%''
OR
[MAT].[Description] LIKE ''%' + @SearchText + '%''
OR
[DLG].[DATE] LIKE ''%' + @SearchText + '%''
OR
[DLG].[OSVALUE] LIKE ''%' + @SearchText + '%''
)
)
AND
MAT.[FECode] = @Handler) AS FoundTable
ORDER BY ' + @SortColumn + ' ' + @SortDirection + ' SELECT
*
FROM
#OSInvoiceSAM3Table
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) AS TotalRecords
FROM
#OSInvoiceSAM3Table'
END
ELSE
BEGIN
SET @NCOMMAND = N'
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#OSInvoiceSAM4Table
FROM
(SELECT TRN.[OutlayBill] AS [InvoiceRef],
TRN.[MatterCode] AS [Code],
RTRIM(ISNULL(CON.[Name], '''')) AS [ClientName],
RTRIM(ISNULL(MAT.[Description], '''')) AS [Description],
CONVERT(VARCHAR, TRN.[TransDate], 106) AS [InvoiceDate],
CONVERT(DECIMAL(19, 2), ISNULL(TRN.[DebtorsValueOS], 0)) AS [Outstanding],
CASE WHEN TRN.[TransDate] IS NULL
THEN 0
WHEN TRN.[TransDate] > @GETDATE
THEN 0
WHEN TRN.[DebtorsValueOS] = 0
THEN 0
ELSE DATEDIFF(Day, TRN.[TransDate], @GETDATE) END AS [DaysOld]
FROM [dbo].[Transactions] TRN
LEFT OUTER JOIN [dbo].[matters] MAT
INNER JOIN [dbo].[contacts] CON
ON CON.[Code] = MAT.[ClientCode]
ON MAT.[code] = TRN.[MatterCode]
WHERE
(
RTRIM(LTRIM(@SearchText)) = ''''
OR
(
[TRN].[OutlayBill] LIKE ''%' + @SearchText + '%''
OR
[TRN].[MatterCode] LIKE ''%' + @SearchText + '%''
OR
[CON].[Name] LIKE ''%' + @SearchText + '%''
OR
[MAT].[Description] LIKE ''%' + @SearchText + '%''
OR
[TRN].[TransDate] LIKE ''%' + @SearchText + '%''
OR
[TRN].[DebtorsValueOS] LIKE ''%' + @SearchText + '%''
)
)
AND TRN.[Posted] = ''Y''
AND TRN.[FeeEarner] = @Handler
AND TRN.[CorrectionInd] = ''L''
AND ( ( TRN.[XnType] = ''I''
AND TRN.[RecType] = ''H'')
OR ( TRN.[XnType] = ''J''
AND TRN.[RecType] = ''D''))
AND TRN.[DebtorsValueOS] > 0) AS FoundTable
ORDER BY ' + @SortColumn + ' ' + @SortDirection + ' SELECT
*
FROM
#OSInvoiceSAM4Table
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) AS TotalRecords
FROM
#OSInvoiceSAM4Table'
END
EXECUTE sp_executesql @NCOMMAND, N'@Handler VARCHAR(10), @GETDATE DATETIME, @SearchText VARCHAR(100), @StartRow INT, @EndRow INT', @Handler = @Handler, @GETDATE = @GETDATE, @SearchText = @SearchText, @StartRow = @StartRow, @EndRow = @EndRow
END
ELSE IF @Function='UNDERTAKINGS'
BEGIN
IF(@SortColumn = '' OR @SortColumn = NULL)
BEGIN
SET @SortColumn = 'Code'
END
IF(@SortDirection = '' OR @SortDirection = NULL)
BEGIN
SET @SortDirection = 'ASC'
END
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#UndertakingTable
FROM
(SELECT
RTRIM(ISNULL(UND.MATTER,'')) AS Code,
RTRIM(ISNULL(Contacts.[Name],'')) AS ClientName,
RTRIM(ISNULL(M.[Description],'')) AS [Description],
CASE
WHEN UND.UNDDATE IS NULL THEN ''
WHEN CONVERT(VARCHAR(11),UND.UNDDATE,23)='19000101' THEN ''
ELSE CONVERT(VARCHAR(11),UND.UNDDATE ,20)
END AS [Date]
FROM
dbo.[Undertakings] UND
LEFT JOIN
Matters AS M
ON
UND.MATTER = M.Code
LEFT JOIN
Contacts
ON
M.ClientCode = Contacts.Code
WHERE
(
[UND].[MATTER] LIKE '%' + @SearchText + '%'
OR
[Contacts].[Name] LIKE '%' + @SearchText + '%'
OR
[M].[Description] LIKE '%' + @SearchText + '%'
)
AND
UND.[AuthorisedByFE] = @Handler
AND
UND.[DISCHARGEDATE] IS NULL
AND M.[Closed] <> 'Y') AS FoundTable
ORDER BY
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Code' THEN [Code]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Code' THEN [Code]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'ClientName' THEN [ClientName]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'ClientName' THEN [ClientName]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Description' THEN [Description]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Description' THEN [Description]
END
END DESC
SELECT
*
FROM
#UndertakingTable
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) As [TotalRecords]
FROM
#UndertakingTable
END
ELSE IF @Function='STATUTEDATE'
BEGIN
IF(@SortColumn = '' OR @SortColumn = NULL)
BEGIN
SET @SortColumn = 'Code'
END
IF(@SortDirection = '' OR @SortDirection = NULL)
BEGIN
SET @SortDirection = 'ASC'
END
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#StatuteDateTable
FROM
(SELECT
RTRIM(ISNULL(M.Code,'')) AS [Code],
RTRIM(ISNULL(Contacts.[Name],'')) AS [ClientName],
RTRIM(ISNULL(M.[Description],'')) AS [Description],
CASE
WHEN M.StatuteLimits IS NULL THEN ''
WHEN CONVERT(VARCHAR(11),M.StatuteLimits,23)='19000101' THEN ''
ELSE CONVERT(VARCHAR(11),M.StatuteLimits ,20)
END AS [Date]
FROM
Matters AS M
INNER JOIN
Contacts
ON
M.ClientCode = Contacts.Code
WHERE
(
[M].[Code] LIKE '%' + @SearchText + '%'
OR
[Contacts].[Name] LIKE '%' + @SearchText + '%'
OR
[M].[Description] LIKE '%' + @SearchText + '%'
)
AND
M.FECode = @Handler
AND
DATEDIFF(DD, @GETDATE, CASE WHEN ISNULL(M.[StatuteLimits], '21000101')='19000101' THEN '21000101' ELSE M.[StatuteLimits] END) <= 60
AND
M.[Closed] <> 'Y') AS FoundTable
ORDER BY
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Code' THEN [Code]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Code' THEN [Code]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'ClientName' THEN [ClientName]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'ClientName' THEN [ClientName]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Description' THEN [Description]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Description' THEN [Description]
END
END DESC
SELECT
*
FROM
#StatuteDateTable
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) As [TotalRecords]
FROM
#StatuteDateTable
END
ELSE IF @Function='OUTLAYBALANCE'
BEGIN
EXEC [dbo].[KEYHM_OutlayBalanceDrilldown] @Handler, @PageNumber, @PageSize, @SearchText, @SortColumn, @SortDirection
END
ELSE IF @Function='Fees Issued Current Month'
BEGIN
-- Rewrite by John START
-- KEYD-3505
IF(@SortColumn = '' OR @SortColumn = NULL)
BEGIN
SET @SortColumn = 'Row_Number'
END
IF(@SortDirection = '' OR @SortDirection = NULL)
BEGIN
SET @SortDirection = 'ASC'
END
IF [dbo].[ISSAM4]() = 0
BEGIN
SET @NCOMMAND = '
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#FeeIssuedCurrentMonthSAM3Table
FROM
(SELECT RTRIM(ISNULL(MAT.[Code], '''')) AS [Code],
RTRIM(ISNULL(CON.[Name], '''')) AS [Client],
RTRIM(ISNULL(MAT.[Description], '''')) AS [Matter],
ISNULL(BAD.[VALUE], 0) *
CASE WHEN ISNULL(BAH.[INVCR], '''') = ''C''
THEN -1
ELSE 1 END AS [Fee],
RTRIM(ISNULL(BAD.[REF], '''')) AS [Ref],
RTRIM(ISNULL(BAD.[NARR], '''')) AS [Narrative],
BAD.[DATE] AS [Date]
FROM [dbo].[BatchDetails] AS BAD
INNER JOIN [dbo].[BatchH] AS BAH
ON BAD.[BATCHNO] = BAH.[BATCHNO]
AND BAH.[Posted] = ''Y''
INNER JOIN [dbo].[KPIParameters] AS KPI
ON KPI.[Year] = BAD.[YEAR]
AND KPI.[Period] = BAD.[PERNO]
INNER JOIN [dbo].[matters] AS MAT
ON BAH.[MATTER] = MAT.[Code]
INNER JOIN [dbo].[Contacts] AS CON
ON MAT.[ClientCode] = CON.[Code]
WHERE
(
RTRIM(LTRIM(@SearchText)) = ''''
OR
(
[MAT].[Code] LIKE ''%' + @SearchText + '%''
OR
[CON].[Name] LIKE ''%' + @SearchText + '%''
OR
[MAT].[Description] LIKE ''%' + @SearchText + '%''
OR
[BAD].[VALUE] LIKE ''%' + @SearchText + '%''
OR
[BAH].[INVCR] LIKE ''%' + @SearchText + '%''
OR
[BAD].[REF] LIKE ''%' + @SearchText + '%''
OR
[BAD].[NARR] LIKE ''%' + @SearchText + '%''
)
)
AND ISNULL(BAD.[FEE], '''') = ''' + @HANDLER + '''
AND ISNULL(BAD.[TYPE], '''') = ''I''
AND ISNULL(BAD.[OUTLAY], '''') = ''F'') AS FoundTable
ORDER BY ' + @SortColumn + ' ' + @SortDirection + ' SELECT
*
FROM
#FeeIssuedCurrentMonthSAM3Table
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) AS TotalRecords
FROM
#FeeIssuedCurrentMonthSAM3Table'
END
ELSE
BEGIN
SET @NCOMMAND = '
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#FeeIssuedCurrentMonthSAM4Table
FROM
(SELECT RTRIM(ISNULL(MAT.[Code], '''')) AS [Code],
RTRIM(ISNULL(CON.[Name], '''')) AS [Client],
RTRIM(ISNULL(MAT.[Description], '''')) AS [Matter],
ISNULL(TRN.[FeesBilled], 0) *
ISNULL(TRN.[DrCr], 1) * -1 AS [Fee],
RTRIM(ISNULL(TRN.[TransRef], '''')) AS [Ref],
RTRIM(ISNULL(TRN.[Narrative], '''')) AS [Narrative],
TRN.[TransDate] AS [Date]
FROM [dbo].[Contacts] AS CON
INNER JOIN [dbo].[matters] AS MAT
ON CON.[Code] = MAT.[ClientCode]
INNER JOIN [dbo].[Transactions] AS HED
ON HED.[MatterCode] = MAT.[Code]
INNER JOIN [dbo].[Transactions] AS TRN
ON TRN.[BatchNo] = HED.[BatchNo]
AND TRN.[RecType] = ''D''
AND TRN.[LineType] = ''F''
AND TRN.[XnType] = ''I''
AND TRN.[Posted] = ''Y''
AND TRN.[CorrectionInd] IN (''L'', ''X'')
AND TRN.[FeeEarner] = ''' + @Handler + '''
INNER JOIN [dbo].[KPIParameters] AS KPI
ON KPI.[Year] = HED.[PostingYear]
AND KPI.[Period] = HED.[PostingPeriod]
WHERE
(
RTRIM(LTRIM(@SearchText)) = ''''
OR
(
[MAT].[Code] LIKE ''%' + @SearchText + '%''
OR
[CON].[Name] LIKE ''%' + @SearchText + '%''
OR
[MAT].[Description] LIKE ''%' + @SearchText + '%''
OR
[TRN].[FeesBilled] LIKE ''%' + @SearchText + '%''
OR
[TRN].[DrCr] LIKE ''%' + @SearchText + '%''
OR
[TRN].[TransRef] LIKE ''%' + @SearchText + '%''
OR
[TRN].[Narrative] LIKE ''%' + @SearchText + '%''
OR
[TRN].[TransDate] LIKE ''%' + @SearchText + '%''
)
)
AND
ISNULL(HED.[RecType], '''') = ''H'') AS FoundTable
ORDER BY ' + @SortColumn + ' ' + @SortDirection + ' SELECT
*
FROM
#FeeIssuedCurrentMonthSAM4Table
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) AS TotalRecords
FROM
#FeeIssuedCurrentMonthSAM4Table'
END
EXECUTE sp_executesql @NCOMMAND, N'@SearchText VARCHAR(100), @StartRow INT, @EndRow INT', @SearchText = @SearchText, @StartRow = @StartRow, @EndRow = @EndRow
END
ELSE IF @Function='Fees Issued Last Month'
BEGIN
IF(@SortColumn = '' OR @SortColumn = NULL)
BEGIN
SET @SortColumn = 'Row_Number'
END
IF(@SortDirection = '' OR @SortDirection = NULL)
BEGIN
SET @SortDirection = 'ASC'
END
IF [dbo].[ISSAM4]() = 0
BEGIN
SET @NCOMMAND = '
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#FeesIssuedLastMonthSAM3Table
FROM
(SELECT RTRIM(ISNULL(MAT.[Code], '''')) AS [Code],
RTRIM(ISNULL(CON.[Name], '''')) AS [Client],
RTRIM(ISNULL(MAT.[Description], '''')) AS [Matter],
ISNULL(BAD.[VALUE], 0) *
CASE WHEN ISNULL(BAH.[INVCR], '''') = ''C''
THEN -1
ELSE 1 END AS [Fee],
RTRIM(ISNULL(BAD.[REF], '''')) AS [Ref],
RTRIM(ISNULL(BAD.[NARR], '''')) AS [Narrative],
BAD.[DATE] AS [Date]
FROM [dbo].[BatchDetails] AS BAD
INNER JOIN [dbo].[BatchH] AS BAH
ON BAD.[BATCHNO] = BAH.[BATCHNO]
AND BAH.[Posted] = ''Y''
INNER JOIN [dbo].[KPIParameters] AS KPI
ON (KPI.[Year] = BAD.[YEAR]
AND KPI.[Period] <> 1
AND KPI.[Period] - 1 = BAD.[PERNO])
OR (KPI.[Year] = BAD.[YEAR] - 1
AND KPI.[Period] = 1
AND BAD.[PERNO] = 12)
INNER JOIN [dbo].[matters] AS MAT
ON BAH.[MATTER] = MAT.[Code]
INNER JOIN [dbo].[Contacts] AS CON
ON MAT.[ClientCode] = CON.[Code]
WHERE
(
RTRIM(LTRIM(@SearchText)) = ''''
OR
(
[MAT].[Code] LIKE ''%' + @SearchText + '%''
OR
[CON].[Name] LIKE ''%' + @SearchText + '%''
OR
[MAT].[Description] LIKE ''%' + @SearchText + '%''
OR
[BAD].[VALUE] LIKE ''%' + @SearchText + '%''
OR
[BAH].[INVCR] LIKE ''%' + @SearchText + '%''
OR
[BAD].[REF] LIKE ''%' + @SearchText + '%''
OR
[BAD].[NARR] LIKE ''%' + @SearchText + '%''
OR
[BAD].[DATE] LIKE ''%' + @SearchText + '%''
)
)
AND ISNULL(BAD.[FEE], '''') = ''' + @HANDLER + '''
AND ISNULL(BAD.[TYPE], '''') = ''I''
AND ISNULL(BAD.[OUTLAY], '''') = ''F'') AS FoundTable
ORDER BY ' + @SortColumn + ' ' + @SortDirection + ' SELECT
*
FROM
#FeesIssuedLastMonthSAM3Table
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) AS TotalRecords
FROM
#FeesIssuedLastMonthSAM3Table'
END
ELSE
BEGIN
SET @NCOMMAND = '
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#FeesIssuedLastMonthSAM4Table
FROM
(SELECT RTRIM(ISNULL(MAT.[Code], '''')) AS [Code],
RTRIM(ISNULL(CON.[Name], '''')) AS [Client],
RTRIM(ISNULL(MAT.[Description], '''')) AS [Matter],
ISNULL(TRN.[FeesBilled], 0) *
ISNULL(TRN.[DrCr], 1) * - 1 AS [Fee],
RTRIM(ISNULL(TRN.[TransRef], '''')) AS [Ref],
RTRIM(ISNULL(TRN.[Narrative], '''')) AS [Narrative],
TRN.[TransDate] AS [Date]
FROM [dbo].[Contacts] AS CON
INNER JOIN [dbo].[matters] AS MAT
ON CON.[Code] = MAT.[ClientCode]
INNER JOIN [dbo].[Transactions] AS HED
ON HED.[MatterCode] = MAT.[Code]
INNER JOIN [dbo].[Transactions] AS TRN
ON TRN.[BatchNo] = HED.[BatchNo]
AND TRN.[RecType] = ''D''
AND TRN.[LineType] = ''F''
AND TRN.[XnType] = ''I''
AND TRN.[Posted] = ''Y''
AND TRN.[CorrectionInd] IN (''L'', ''X'')
AND TRN.[FeeEarner] = ''' + @HANDLER + '''
INNER JOIN [dbo].[KPIParameters] AS KPI
ON (KPI.[Year] = HED.[PostingYear]
AND KPI.[Period] <> 1
AND KPI.[Period] - 1 = HED.[PostingPeriod])
OR (KPI.[Year] = HED.[PostingYear] - 1
AND KPI.[Period] = 1
AND HED.[PostingYear] = 12)
WHERE
(
RTRIM(LTRIM(@SearchText)) = ''''
OR
(
[MAT].[Code] LIKE ''%' + @SearchText + '%''
OR
[CON].[Name] LIKE ''%' + @SearchText + '%''
OR
[MAT].[Description] LIKE ''%' + @SearchText + '%''
OR
[TRN].[FeesBilled] LIKE ''%' + @SearchText + '%''
OR
[TRN].[DrCr] LIKE ''%' + @SearchText + '%''
OR
[TRN].[TransRef] LIKE ''%' + @SearchText + '%''
OR
[TRN].[Narrative] LIKE ''%' + @SearchText + '%''
OR
[TRN].[TransDate] LIKE ''%' + @SearchText + '%''
)
)
AND ISNULL(HED.[RecType], '''') = ''H'') AS FoundTable
ORDER BY ' + @SortColumn + ' ' + @SortDirection + ' SELECT
*
FROM
#FeesIssuedLastMonthSAM4Table
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) AS TotalRecords
FROM
#FeesIssuedLastMonthSAM4Table'
END
EXECUTE sp_executesql @NCOMMAND, N'@SearchText VARCHAR(100), @StartRow INT, @EndRow INT', @SearchText = @SearchText, @StartRow = @StartRow, @EndRow = @EndRow
END
ELSE IF @Function='Fees Issued Year to Date'
BEGIN
IF(@SortColumn = '' OR @SortColumn = NULL)
BEGIN
SET @SortColumn = 'Row_Number'
END
IF(@SortDirection = '' OR @SortDirection = NULL)
BEGIN
SET @SortDirection = 'ASC'
END
IF [dbo].[ISSAM4]() = 0
BEGIN
SET @NCOMMAND = '
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#FeesIssuedYearToDateSAM3Table
FROM
(SELECT RTRIM(ISNULL(MAT.[Code], '''')) AS [Code],
RTRIM(ISNULL(CON.[Name], '''')) AS [Client],
RTRIM(ISNULL(MAT.[Description], '''')) AS [Matter],
CASE WHEN ISNULL(BAH.[INVCR], '''') = ''C'' THEN -BAD.[VALUE]
WHEN ISNULL(BAH.[INVCR], '''') = ''I'' THEN BAD.[VALUE]
ELSE 0 END AS [Fee],
RTRIM(ISNULL(BAD.[REF], '''')) AS [Ref],
RTRIM(ISNULL(BAD.[NARR], '''')) AS [Narrative],
BAD.[DATE] AS [Date]
FROM [dbo].[BatchDetails] AS BAD
INNER JOIN [dbo].[BatchH] AS BAH
ON BAD.[BATCHNO] = BAH.[BATCHNO]
AND BAH.[Posted] = ''Y''
INNER JOIN [dbo].[KPIParameters] AS KPI
ON KPI.[Year] = BAD.[YEAR]
AND KPI.[Period] >= BAD.[PERNO]
INNER JOIN [dbo].[matters] AS MAT
ON BAH.[MATTER] = MAT.[Code]
INNER JOIN [dbo].[Contacts] AS CON
ON MAT.[ClientCode] = CON.[Code]
WHERE
(
RTRIM(LTRIM(@SearchText)) = ''''
OR
(
[MAT].[Code] LIKE ''%' + @SearchText + '%''
OR
[CON].[Name] LIKE ''%' + @SearchText + '%''
OR
[MAT].[Description] LIKE ''%' + @SearchText + '%''
OR
[BAH].[INVCR] LIKE ''%' + @SearchText + '%''
OR
[BAD].[REF] LIKE ''%' + @SearchText + '%''
OR
[BAD].[NARR] LIKE ''%' + @SearchText + '%''
OR
[BAD].[DATE] LIKE ''%' + @SearchText + '%''
)
)
AND ISNULL(BAD.[FEE], '''') = ''' + @HANDLER + '''
AND ISNULL(BAD.[TYPE], '''') = ''I''
AND ISNULL(BAD.[OUTLAY], '''') = ''F'') AS FoundTable
ORDER BY ' + @SortColumn + ' ' + @SortDirection + ' SELECT
*
FROM
#FeesIssuedYearToDateSAM3Table
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) AS TotalRecords
FROM
#FeesIssuedYearToDateSAM3Table'
END
ELSE
BEGIN
SET @NCOMMAND = '
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#FeesIssuedYearToDateSAM4Table
FROM
(SELECT RTRIM(ISNULL(MAT.[Code], '''')) AS [Code],
RTRIM(ISNULL(CON.[Name], '''')) AS [Client],
RTRIM(ISNULL(MAT.[Description], '''')) AS [Matter],
ISNULL(TRN.[FeesBilled], 0) *
ISNULL(TRN.[DrCr], 1) * - 1 AS [Fee],
RTRIM(ISNULL(TRN.[TransRef], '''')) AS [Ref],
RTRIM(ISNULL(TRN.[Narrative], '''')) AS [Narrative],
TRN.[TransDate] AS [Date]
FROM [dbo].[Contacts] AS CON
INNER JOIN [dbo].[matters] AS MAT
ON CON.[Code] = MAT.[ClientCode]
INNER JOIN [dbo].[Transactions] AS HED
ON MAT.[Code] = HED.[MatterCode]
INNER JOIN [dbo].[Transactions] AS TRN
ON TRN.[BatchNo] = HED.[BatchNo]
AND TRN.[RecType] = ''D''
AND TRN.[LineType] = ''F''
AND TRN.[XnType] = ''I''
AND TRN.[Posted] = ''Y''
AND (TRN.[CorrectionInd] = ''L''
OR TRN.[CorrectionInd] = ''X'')
AND TRN.[FeeEarner] = ''' + @Handler + '''
INNER JOIN [dbo].[KPIParameters] AS KPI
ON KPI.[Year] = HED.[PostingYear]
AND KPI.[Period] >= HED.[PostingPeriod]
WHERE
(
RTRIM(LTRIM(@SearchText)) = ''''
OR
(
[MAT].[Code] LIKE ''%' + @SearchText + '%''
OR
[CON].[Name] LIKE ''%' + @SearchText + '%''
OR
[MAT].[Description] LIKE ''%' + @SearchText + '%''
OR
[TRN].[FeesBilled] LIKE ''%' + @SearchText + '%''
OR
[TRN].[DrCr] LIKE ''%' + @SearchText + '%''
OR
[TRN].[TransRef] LIKE ''%' + @SearchText + '%''
OR
[TRN].[Narrative] LIKE ''%' + @SearchText + '%''
OR
[TRN].[TransDate] LIKE ''%' + @SearchText + '%''
)
)
AND
HED.[RecType] = ''H'') AS FoundTable
ORDER BY ' + @SortColumn + ' ' + @SortDirection + ' SELECT
*
FROM
#FeesIssuedYearToDateSAM4Table
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) AS TotalRecords
FROM
#FeesIssuedYearToDateSAM4Table'
END
EXECUTE sp_executesql @NCOMMAND, N'@SearchText VARCHAR(100), @StartRow INT, @EndRow INT', @SearchText = @SearchText, @StartRow = @StartRow, @EndRow = @EndRow
END
-- Rewrite by John END
ELSE IF @Function='Fees Issued Last Year to Date'
BEGIN
IF(@SortColumn = '' OR @SortColumn = NULL)
BEGIN
SET @SortColumn = 'Row_Number'
END
IF(@SortDirection = '' OR @SortDirection = NULL)
BEGIN
SET @SortDirection = 'ASC'
END
IF [dbo].[ISSAM4]() = 0
BEGIN
SET @NCOMMAND = '
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#FeesIssuedLastYearToDateSAM3Table
FROM
(SELECT RTRIM(ISNULL(MAT.[Code], '''')) AS [Code],
RTRIM(ISNULL(CON.[Name], '''')) AS [Client],
RTRIM(ISNULL(MAT.[Description], '''')) AS [Matter],
CASE WHEN ISNULL(BAH.[INVCR], '''') = ''C'' THEN -BAD.[VALUE]
WHEN ISNULL(BAH.[INVCR], '''') = ''I'' THEN BAD.[VALUE]
ELSE 0 END AS [Fee],
RTRIM(ISNULL(BAD.[REF], '''')) AS [Ref],
RTRIM(ISNULL(BAD.[NARR], '''')) AS [Narrative],
BAD.[DATE] AS [Date]
FROM [dbo].[BatchDetails] AS BAD
INNER JOIN [dbo].[BatchH] AS BAH
ON BAD.[BATCHNO] = BAH.[BATCHNO]
AND BAH.[Posted] = ''Y''
INNER JOIN [dbo].[KPIParameters] AS KPI
ON KPI.[Year] - 1 = BAD.[YEAR]
AND KPI.[Period] >= BAD.[PERNO]
INNER JOIN [dbo].[matters] AS MAT
ON BAH.[MATTER] = MAT.[Code]
INNER JOIN [dbo].[Contacts] AS CON
ON MAT.[ClientCode] = CON.[Code]
WHERE
(
RTRIM(LTRIM(@SearchText)) = ''''
OR
(
[MAT].[Code] LIKE ''%' + @SearchText + '%''
OR
[CON].[Name] LIKE ''%' + @SearchText + '%''
OR
[MAT].[Description] LIKE ''%' + @SearchText + '%''
OR
[BAH].[INVCR] LIKE ''%' + @SearchText + '%''
OR
[BAD].[REF] LIKE ''%' + @SearchText + '%''
OR
[BAD].[NARR] LIKE ''%' + @SearchText + '%''
OR
[BAD].[DATE] LIKE ''%' + @SearchText + '%''
)
)
AND ISNULL(BAD.[FEE], '''') = ''' + @HANDLER + '''
AND ISNULL(BAD.[TYPE], '''') = ''I''
AND ISNULL(BAD.[OUTLAY], '''') = ''F'') AS FoundTable
ORDER BY ' + @SortColumn + ' ' + @SortDirection + ' SELECT
*
FROM
#FeesIssuedLastYearToDateSAM3Table
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) AS TotalRecords
FROM
#FeesIssuedLastYearToDateSAM3Table'
END
ELSE
BEGIN
SET @NCOMMAND = '
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#FeesIssuedLastYearToDateSAM4Table
FROM
(SELECT RTRIM(ISNULL(MAT.[Code], '''')) AS [Code],
RTRIM(ISNULL(CON.[Name], '''')) AS [Client],
RTRIM(ISNULL(MAT.[Description], '''')) AS [Matter],
ISNULL(TRN.[FeesBilled], 0) *
ISNULL(TRN.[DrCr], 1) * - 1 AS [Fee],
RTRIM(ISNULL(TRN.[TransRef], '''')) AS [Ref],
RTRIM(ISNULL(TRN.[Narrative], '''')) AS [Narrative],
TRN.[TransDate] AS [Date]
FROM [dbo].[Transactions] AS HED
INNER JOIN [dbo].[Transactions] AS TRN
ON TRN.[BatchNo] = HED.[BatchNo]
AND TRN.[RecType] = ''D''
AND TRN.[LineType] = ''F''
AND TRN.[XnType] = ''I''
AND TRN.[Posted] = ''Y''
AND TRN.[CorrectionInd] IN (''L'', ''X'')
AND TRN.[FeeEarner] = ''' + @Handler + '''
INNER JOIN [dbo].[KPIParameters] AS KPI
ON KPI.[Year] - 1 = HED.[PostingYear]
AND KPI.[Period] >= HED.[PostingPeriod]
LEFT OUTER JOIN [dbo].[matters] AS MAT
ON MAT.[Code] = HED.[MatterCode]
LEFT OUTER JOIN [dbo].[Contacts] AS CON
ON CON.[Code] = MAT.[ClientCode]
WHERE
(
RTRIM(LTRIM(@SearchText)) = ''''
OR
(
[MAT].[Code] LIKE ''%' + @SearchText + '%''
OR
[CON].[Name] LIKE ''%' + @SearchText + '%''
OR
[MAT].[Description] LIKE ''%' + @SearchText + '%''
OR
[TRN].[FeesBilled] LIKE ''%' + @SearchText + '%''
OR
[TRN].[DrCr] LIKE ''%' + @SearchText + '%''
OR
[TRN].[TransRef] LIKE ''%' + @SearchText + '%''
OR
[TRN].[Narrative] LIKE ''%' + @SearchText + '%''
OR
[TRN].[TransDate] LIKE ''%' + @SearchText + '%''
)
)
AND HED.[RecType] = ''H'') AS FoundTable
ORDER BY ' + @SortColumn + ' ' + @SortDirection + ' SELECT
*
FROM
#FeesIssuedLastYearToDateSAM4Table
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) AS TotalRecords
FROM
#FeesIssuedLastYearToDateSAM4Table'
END
EXECUTE sp_executesql @NCOMMAND, N'@SearchText VARCHAR(100), @StartRow INT, @EndRow INT', @SearchText = @SearchText, @StartRow = @StartRow, @EndRow = @EndRow
END
ELSE IF @Function='Fees Issued Last Year'
BEGIN
IF(@SortColumn = '' OR @SortColumn = NULL)
BEGIN
SET @SortColumn = 'Row_Number'
END
IF(@SortDirection = '' OR @SortDirection = NULL)
BEGIN
SET @SortDirection = 'ASC'
END
IF [dbo].[ISSAM4]() = 0
BEGIN
SET @NCOMMAND = '
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#FeesIssuedLastYearSAM3Table
FROM
(SELECT RTRIM(ISNULL(MAT.[Code], '''')) AS [Code],
RTRIM(ISNULL(CON.[Name], '''')) AS [Client],
RTRIM(ISNULL(MAT.[Description], '''')) AS [Matter],
CASE WHEN ISNULL(BAH.[INVCR], '''') = ''C'' THEN -BAD.[VALUE]
WHEN ISNULL(BAH.[INVCR], '''') = ''I'' THEN BAD.[VALUE]
ELSE 0 END AS [Fee],
RTRIM(ISNULL(BAD.[REF], '''')) AS [Ref],
RTRIM(ISNULL(BAD.[NARR], '''')) AS [Narrative],
BAD.[DATE] AS [Date]
FROM [dbo].[BatchDetails] AS BAD
INNER JOIN [dbo].[BatchH] AS BAH
ON BAD.[BATCHNO] = BAH.[BATCHNO]
AND BAH.[Posted] = ''Y''
INNER JOIN [dbo].[KPIParameters] AS KPI
ON KPI.[Year] - 1 = BAD.[YEAR]
INNER JOIN [dbo].[matters] AS MAT
ON BAH.[MATTER] = MAT.[Code]
INNER JOIN [dbo].[Contacts] AS CON
ON MAT.[ClientCode] = CON.[Code]
WHERE
(
RTRIM(LTRIM(@SearchText)) = ''''
OR
(
[MAT].[Code] LIKE ''%' + @SearchText + '%''
OR
[CON].[Name] LIKE ''%' + @SearchText + '%''
OR
[MAT].[Description] LIKE ''%' + @SearchText + '%''
OR
[BAH].[INVCR] LIKE ''%' + @SearchText + '%''
OR
[BAD].[REF] LIKE ''%' + @SearchText + '%''
OR
[BAD].[NARR] LIKE ''%' + @SearchText + '%''
OR
[BAD].[DATE] LIKE ''%' + @SearchText + '%''
)
)
AND ISNULL(BAD.[FEE], '''') = ''' + @HANDLER + '''
AND ISNULL(BAD.[TYPE], '''') = ''I''
AND ISNULL(BAD.[OUTLAY], '''') = ''F'') AS FoundTable
ORDER BY ' + @SortColumn + ' ' + @SortDirection + ' SELECT
*
FROM
#FeesIssuedLastYearSAM3Table
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) AS TotalRecords
FROM
#FeesIssuedLastYearSAM3Table'
END
ELSE
BEGIN
SET @NCOMMAND = '
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#FeesIssuedLastYearSAM4Table
FROM
(SELECT RTRIM(ISNULL(MAT.[Code], '''')) AS [Code],
RTRIM(ISNULL(CON.[Name], '''')) AS [Client],
RTRIM(ISNULL(MAT.[Description], '''')) AS [Matter],
ISNULL(TRN.[FeesBilled], 0) *
ISNULL(TRN.[DrCr], 1) * - 1 AS [Fee],
RTRIM(ISNULL(TRN.[TransRef], '''')) AS [Ref],
RTRIM(ISNULL(TRN.[Narrative], '''')) AS [Narrative],
TRN.[TransDate] AS [Date]
FROM [dbo].[Transactions] AS HED
INNER JOIN [dbo].[Transactions] AS TRN
ON TRN.[BatchNo] = HED.[BatchNo]
AND TRN.[RecType] = ''D''
AND TRN.[LineType] = ''F''
AND TRN.[XnType] = ''I''
AND TRN.[Posted] = ''Y''
AND TRN.[CorrectionInd] IN (''L'', ''X'')
AND TRN.[FeeEarner] = ''' + @Handler + '''
INNER JOIN [dbo].[KPIParameters] AS KPI
ON KPI.[Year] - 1 = HED.[PostingYear]
LEFT OUTER JOIN [dbo].[matters] AS MAT
ON MAT.[Code] = HED.[MatterCode]
LEFT OUTER JOIN [dbo].[Contacts] AS CON
ON CON.[Code] = MAT.[ClientCode]
WHERE
(
RTRIM(LTRIM(@SearchText)) = ''''
OR
(
[MAT].[Code] LIKE ''%' + @SearchText + '%''
OR
[CON].[Name] LIKE ''%' + @SearchText + '%''
OR
[MAT].[Description] LIKE ''%' + @SearchText + '%''
OR
[TRN].[FeesBilled] LIKE ''%' + @SearchText + '%''
OR
[TRN].[DrCr] LIKE ''%' + @SearchText + '%''
OR
[TRN].[TransRef] LIKE ''%' + @SearchText + '%''
OR
[TRN].[Narrative] LIKE ''%' + @SearchText + '%''
OR
[TRN].[TransDate] LIKE ''%' + @SearchText + '%''
)
)
AND HED.[RecType] = ''H'') AS FoundTable
ORDER BY ' + @SortColumn + ' ' + @SortDirection + ' SELECT
*
FROM
#FeesIssuedLastYearSAM4Table
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) AS TotalRecords
FROM
#FeesIssuedLastYearSAM4Table'
END
EXECUTE sp_executesql @NCOMMAND, N'@SearchText VARCHAR(100), @StartRow INT, @EndRow INT', @SearchText = @SearchText, @StartRow = @StartRow, @EndRow = @EndRow
END
ELSE IF @Function='TimeDayBook'
BEGIN
IF(@SortColumn = '' OR @SortColumn = NULL)
BEGIN
SET @SortColumn = 'Row_Number'
END
IF(@SortDirection = '' OR @SortDirection = NULL)
BEGIN
SET @SortDirection = 'ASC'
END
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#TimeDayBookTable
FROM
(SELECT ISNULL(TDB.[Matter], '') AS [Code],
RTRIM(ISNULL(CNT.[Name], '')) AS [Client],
RTRIM(ISNULL(MAT.[Description], '')) AS [Description],
ISNULL(TDB.[Date], '') AS [Date],
RTRIM(ISNULL(TDB.[Comment], '')) AS [Comment],
ISNULL(TDB.[Time], 0) AS [Time],
ISNULL(TDB.[Charge], 0) AS [Charge]
FROM [dbo].[TimeDayBook] TDB
LEFT OUTER JOIN [dbo].[matters] AS MAT
ON TDB.[Matter] = MAT.[Code]
LEFT OUTER JOIN [dbo].[Contacts] AS CNT
ON MAT.[ClientCode] =CNT.[Code]
WHERE
(
[TDB].[Matter] LIKE '%' + @SearchText + '%'
OR
[CNT].[Name] LIKE '%' + @SearchText + '%'
OR
[MAT].[Description] LIKE '%' + @SearchText + '%'
OR
[TDB].[Date] LIKE '%' + @SearchText + '%'
OR
[TDB].[Comment] LIKE '%' + @SearchText + '%'
OR
[TDB].[Time] LIKE '%' + @SearchText + '%'
OR
[TDB].[Charge] LIKE '%' + @SearchText + '%'
)
AND TDB.[FeeEarn] = @Handler
AND TDB.[TimeOrCharge] = 'T'
AND TDB.[Rec_irr] = 'C') AS FoundTable
ORDER BY
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Code' THEN [Code]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Code' THEN [Code]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Client' THEN [Client]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Client' THEN [Client]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Description' THEN [Description]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Description' THEN [Description]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Date' THEN [Date]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Date' THEN [Date]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Comment' THEN [Comment]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Comment' THEN [Comment]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Time' THEN [Time]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Time' THEN [Time]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Charge' THEN [Charge]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Charge' THEN [Charge]
END
END DESC
SELECT
*
FROM
#TimeDayBookTable
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) AS [TotalRecords]
FROM
#TimeDayBookTable
END
ELSE IF @Function='TimeDayBookforWeek'
BEGIN
IF(@SortColumn = '' OR @SortColumn = NULL)
BEGIN
SET @SortColumn = 'Row_Number'
END
IF(@SortDirection = '' OR @SortDirection = NULL)
BEGIN
SET @SortDirection = 'ASC'
END
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#TimeDayBookForWeekTable
FROM
(SELECT ISNULL(TIE.[Matter],'') AS [Code],
RTRIM(ISNULL(CON.[Name],'')) AS [Client],
RTRIM(ISNULL(MAT.[Description],'')) AS [Description],
ISNULL(TIE.[Date],'') AS [Date],
RTRIM(ISNULL(TIE.[Comment],'')) AS [Comment],
ISNULL(TIE.[Time],0) AS [Time],
ISNULL(TIE.[Charge],0) AS [Charge]
FROM [dbo].[TimeEntry] AS TIE
LEFT OUTER JOIN [dbo].[matters] AS MAT
ON TIE.[Matter] = MAT.[Code]
LEFT OUTER JOIN [dbo].[Contacts] AS CON
ON MAT.[ClientCode] = CON.[Code]
WHERE
(
[TIE].[Matter] LIKE '%' + @SearchText + '%'
OR
[CON].[Name] LIKE '%' + @SearchText + '%'
OR
[MAT].[Description] LIKE '%' + @SearchText + '%'
OR
[TIE].[Date] LIKE '%' + @SearchText + '%'
OR
[TIE].[Comment] LIKE '%' + @SearchText + '%'
OR
[TIE].[Time] LIKE '%' + @SearchText + '%'
OR
[TIE].[Charge] LIKE '%' + @SearchText + '%'
)
AND TIE.[FeeEarn] = @Handler
AND TIE.[TimeOrCharge] = 'T'
AND TIE.[Date] >= @MONDAY
AND TIE.[Date] <= @GETDATE
AND TIE.[Rec_irr] = 'C'
AND ISNULL(TIE.[Task], '') <> 'WRI') AS FoundTable
ORDER BY
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Code' THEN [Code]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Code' THEN [Code]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Client' THEN [Client]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Client' THEN [Client]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Description' THEN [Description]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Description' THEN [Description]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Date' THEN [Date]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Date' THEN [Date]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Comment' THEN [Comment]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Comment' THEN [Comment]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Time' THEN [Time]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Time' THEN [Time]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Charge' THEN [Charge]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Charge' THEN [Charge]
END
END DESC
SELECT
*
FROM
#TimeDayBookForWeekTable
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) AS [TotalRecords]
FROM
#TimeDayBookForWeekTable
END
ELSE IF @Function='TimeDayBookforMonth'
BEGIN
IF(@SortColumn = '' OR @SortColumn = NULL)
BEGIN
SET @SortColumn = 'Row_Number'
END
IF(@SortDirection = '' OR @SortDirection = NULL)
BEGIN
SET @SortDirection = 'ASC'
END
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#TimeDayBookForMonthTable
FROM
(SELECT ISNULL(TIE.[Matter], '') AS [Code],
RTRIM(ISNULL(CON.[Name], '')) AS [Client],
RTRIM(ISNULL(MAT.[Description], '')) AS [Description],
TIE.[Date] AS [Date],
RTRIM(ISNULL(TIE.[Comment], '')) AS [Comment],
ISNULL(TIE.[Time], 0) AS [Time],
ISNULL(TIE.[Charge], 0) AS [Charge]
FROM [dbo].[TimeEntry] AS TIE
LEFT OUTER JOIN [dbo].[matters] AS MAT
ON TIE.[Matter] =MAT.[Code]
LEFT OUTER JOIN [dbo].[Contacts] AS CON
ON MAT.[ClientCode] =CON.[Code]
WHERE
(
[TIE].[Matter] LIKE '%' + @SearchText + '%'
OR
[CON].[Name] LIKE '%' + @SearchText + '%'
OR
[MAT].[Description] LIKE '%' + @SearchText + '%'
OR
[TIE].[Date] LIKE '%' + @SearchText + '%'
OR
[TIE].[Comment] LIKE '%' + @SearchText + '%'
OR
[TIE].[Time] LIKE '%' + @SearchText + '%'
OR
[TIE].[Charge] LIKE '%' + @SearchText + '%'
)
AND TIE.[FeeEarn] = @Handler
AND TIE.[TimeOrCharge] = 'T'
AND TIE.[Rec_irr] = 'C'
AND TIE.[Date] >= @STARTOFMONTH
AND TIE.[Date] <= @MONTHTODATE
AND ISNULL(TIE.[Task], '') <> 'WRI') AS FoundTable
ORDER BY
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Code' THEN [Code]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Code' THEN [Code]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Client' THEN [Client]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Client' THEN [Client]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Description' THEN [Description]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Description' THEN [Description]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Date' THEN [Date]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Date' THEN [Date]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Comment' THEN [Comment]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Comment' THEN [Comment]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Time' THEN [Time]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Time' THEN [Time]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Charge' THEN [Charge]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Charge' THEN [Charge]
END
END DESC
SELECT
*
FROM
#TimeDayBookForMonthTable
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) AS [TotalRecords]
FROM
#TimeDayBookForMonthTable
END
ELSE IF @Function='TimeDayBookforYear'
BEGIN
IF(@SortColumn = '' OR @SortColumn = NULL)
BEGIN
SET @SortColumn = 'Row_Number'
END
IF(@SortDirection = '' OR @SortDirection = NULL)
BEGIN
SET @SortDirection = 'ASC'
END
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#TimeDayBookForYearTable
FROM
(SELECT ISNULL(TIE.[Matter],'') AS [Code],
RTRIM(ISNULL(CON.[Name],'')) AS [Client],
RTRIM(ISNULL(MAT.[Description],'')) AS [Description],
TIE.[Date] AS [Date],
RTRIM(ISNULL(TIE.[Comment], '')) AS [Comment],
ISNULL(TIE.[Time], 0) AS [Time],
ISNULL(TIE.[Charge], 0) AS [Charge]
FROM [dbo].[TimeEntry] AS TIE
LEFT OUTER JOIN [dbo].[matters] AS MAT
ON TIE.[Matter] = MAT.[Code]
LEFT OUTER JOIN [dbo].[Contacts] AS CON
ON MAT.[ClientCode] = CON.[Code]
WHERE
(
[TIE].[Matter] LIKE '%' + @SearchText + '%'
OR
[CON].[Name] LIKE '%' + @SearchText + '%'
OR
[MAT].[Description] LIKE '%' + @SearchText + '%'
OR
[TIE].[Date] LIKE '%' + @SearchText + '%'
OR
[TIE].[Comment] LIKE '%' + @SearchText + '%'
OR
[TIE].[Time] LIKE '%' + @SearchText + '%'
OR
[TIE].[Charge] LIKE '%' + @SearchText + '%'
)
AND TIE.[FeeEarn] = @Handler
AND TIE.[TimeOrCharge] = 'T'
AND TIE.[Rec_irr] = 'C'
AND TIE.[Date] >= @STARTOFYEAR
AND TIE.[Date] <= @MONTHTODATE
AND ISNULL(TIE.[Task], '') <> 'WRI') AS FoundTable
ORDER BY
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Code' THEN [Code]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Code' THEN [Code]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Client' THEN [Client]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Client' THEN [Client]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Description' THEN [Description]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Description' THEN [Description]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Date' THEN [Date]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Date' THEN [Date]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Comment' THEN [Comment]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Comment' THEN [Comment]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Time' THEN [Time]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Time' THEN [Time]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Charge' THEN [Charge]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Charge' THEN [Charge]
END
END DESC
SELECT
*
FROM
#TimeDayBookForYearTable
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) AS [TotalRecords]
FROM
#TimeDayBookForYearTable
END
ELSE IF @Function='AdminTimeDayBookforWeek'
BEGIN
IF(@SortColumn = '' OR @SortColumn = NULL)
BEGIN
SET @SortColumn = 'Row_Number'
END
IF(@SortDirection = '' OR @SortDirection = NULL)
BEGIN
SET @SortDirection = 'ASC'
END
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#AdminTimeDayBookforWeekTable
FROM
(SELECT ISNULL(TIE.[Matter],'') AS [Code],
ISNULL(TIE.[Date],'') AS [Date],
RTRIM(ISNULL(TIE.[Comment],'')) AS [Comment],
ISNULL(TIE.[Time],0) AS [Time],
ISNULL(TIE.[Charge],0) AS [Charge]
FROM [dbo].[TimeEntry] AS TIE
WHERE
(
[TIE].[Matter] LIKE '%' + @SearchText + '%'
OR
[TIE].[Date] LIKE '%' + @SearchText + '%'
OR
[TIE].[Comment] LIKE '%' + @SearchText + '%'
OR
[TIE].[Time] LIKE '%' + @SearchText + '%'
OR
[TIE].[Charge] LIKE '%' + @SearchText + '%'
)
AND TIE.[FeeEarn] = @Handler
AND TIE.[TimeOrCharge] = 'T'
AND TIE.[Date] >= @MONDAY
AND TIE.[Date] <= @MONTHTODATE
AND ISNULL(TIE.[TASK], '') <> 'WRI'
AND TIE.[Matter] = '~') AS FoundTable
ORDER BY
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Code' THEN [Code]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Code' THEN [Code]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Date' THEN [Date]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Date' THEN [Date]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Comment' THEN [Comment]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Comment' THEN [Comment]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Time' THEN [Time]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Time' THEN [Time]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Charge' THEN [Charge]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Charge' THEN [Charge]
END
END DESC
SELECT
*
FROM
#AdminTimeDayBookforWeekTable
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) AS [TotalRecords]
FROM
#AdminTimeDayBookforWeekTable
END
ELSE IF @Function='AdminTimeDayBookforMonth'
BEGIN
IF(@SortColumn = '' OR @SortColumn = NULL)
BEGIN
SET @SortColumn = 'Row_Number'
END
IF(@SortDirection = '' OR @SortDirection = NULL)
BEGIN
SET @SortDirection = 'ASC'
END
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#AdminTimeDayBookforMonthTable
FROM
(SELECT ISNULL(TIE.[Matter], '') AS [Code],
ISNULL(TIE.[Date], '') AS [Date],
RTRIM(ISNULL(TIE.[Comment], '')) AS [Comment],
ISNULL(TIE.[Time], 0) AS [Time],
ISNULL(TIE.[Charge], 0) AS [Charge]
FROM [dbo].[TimeEntry] AS TIE
WHERE
(
[TIE].[Matter] LIKE '%' + @SearchText + '%'
OR
[TIE].[Date] LIKE '%' + @SearchText + '%'
OR
[TIE].[Comment] LIKE '%' + @SearchText + '%'
OR
[TIE].[Time] LIKE '%' + @SearchText + '%'
OR
[TIE].[Charge] LIKE '%' + @SearchText + '%'
)
AND TIE.[FeeEarn] = @Handler
AND TIE.[TimeOrCharge] = 'T'
AND TIE.[Date] >= @STARTOFMONTH
AND TIE.[Date] <= @MONTHTODATE
AND ISNULL(TIE.[Task], '') <> 'WRI'
AND TIE.[Matter] = '~') AS FoundTable
ORDER BY
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Code' THEN [Code]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Code' THEN [Code]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Date' THEN [Date]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Date' THEN [Date]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Comment' THEN [Comment]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Comment' THEN [Comment]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Time' THEN [Time]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Time' THEN [Time]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Charge' THEN [Charge]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Charge' THEN [Charge]
END
END DESC
SELECT
*
FROM
#AdminTimeDayBookforMonthTable
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) AS [TotalRecords]
FROM
#AdminTimeDayBookforMonthTable
END
ELSE IF @Function='AdminTimeDayBookforYear'
BEGIN
IF(@SortColumn = '' OR @SortColumn = NULL)
BEGIN
SET @SortColumn = 'Row_Number'
END
IF(@SortDirection = '' OR @SortDirection = NULL)
BEGIN
SET @SortDirection = 'ASC'
END
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#AdminTimeDayBookforYearTable
FROM
(SELECT ISNULL(TIE.[Matter], '') AS [Code],
ISNULL(TIE.[Date], '') AS [Date],
RTRIM(ISNULL(TIE.[Comment], '')) AS [Comment],
ISNULL(TIE.[Time], 0) AS [Time],
ISNULL(TIE.[Charge], 0) AS [Charge]
FROM [dbo].[TimeEntry] TIE
WHERE
(
[TIE].[Matter] LIKE '%' + @SearchText + '%'
OR
[TIE].[Date] LIKE '%' + @SearchText + '%'
OR
[TIE].[Comment] LIKE '%' + @SearchText + '%'
OR
[TIE].[Time] LIKE '%' + @SearchText + '%'
OR
[TIE].[Charge] LIKE '%' + @SearchText + '%'
)
AND TIE.[FeeEarn] = @Handler
AND TIE.[TimeOrCharge] = 'T'
AND TIE.[Date] >= @STARTOFYEAR
AND TIE.[Date] <= @MONTHTODATE
AND ISNULL(TIE.[Task], '') <> 'WRI'
AND TIE.[Matter] = '~') AS FoundTable
ORDER BY
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Code' THEN [Code]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Code' THEN [Code]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Date' THEN [Date]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Date' THEN [Date]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Comment' THEN [Comment]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Comment' THEN [Comment]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Time' THEN [Time]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Time' THEN [Time]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Charge' THEN [Charge]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Charge' THEN [Charge]
END
END DESC
SELECT
*
FROM
#AdminTimeDayBookforYearTable
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) AS [TotalRecords]
FROM
#AdminTimeDayBookforYearTable
END
ELSE IF @Function='OSFees'
BEGIN
IF [dbo].[ISSAM4]() = 0
BEGIN
IF(@SortColumn = '' OR @SortColumn = NULL)
BEGIN
SET @SortColumn = 'Row_Number'
END
IF(@SortDirection = '' OR @SortDirection = NULL)
BEGIN
SET @SortDirection = 'ASC'
END
SET @NCOMMAND = N'
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#OSFeesSAM3Table
FROM
(SELECT MAT.[Code],
MAT.[Description],
DTL.[OSFEES] AS [OSFees]
FROM [dbo].[matters] MAT
INNER JOIN [dbo].[DebtorsLedger] DTL
ON DTL.[MATTER] = MAT.[Code]
AND DTL.[OSValue] > 0
WHERE
(
RTRIM(LTRIM(@SearchText)) = ''''
OR
(
[MAT].[Code] LIKE ''%' + @SearchText + '%''
OR
[MAT].[Description] LIKE ''%' + @SearchText + '%''
OR
[DTL].[OSFEES] LIKE ''%' + @SearchText + '%''
)
)
AND
MAT.[FECode] = @Handler) AS FoundTable
ORDER BY ' + @SortColumn + ' ' + @SortDirection + ' SELECT
*
FROM
#OSFeesSAM3Table
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) AS TotalRecords
FROM
#OSFeesSAM3Table'
END
ELSE
BEGIN
IF(@SortColumn = '' OR @SortColumn = NULL)
BEGIN
SET @SortColumn = 'Row_Number'
END
IF(@SortDirection = '' OR @SortDirection = NULL)
BEGIN
SET @SortDirection = 'ASC'
END
SET @NCOMMAND = N'
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#OSFeesSAM4Table
FROM
(SELECT MAT.[Code] AS [Code],
ISNULL(MAT.[Description], '''') AS [Description],
ISNULL(TRN.[FeesOS], 0) AS [OSFees]
FROM [dbo].[matters] AS MAT
INNER JOIN [dbo].[Transactions] TRN
ON TRN.[MatterCode] = MAT.[Code]
WHERE
(
RTRIM(LTRIM(@SearchText)) = ''''
OR
(
[MAT].[Code] LIKE ''%' + @SearchText + '%''
OR
[MAT].[Description] LIKE ''%' + @SearchText + '%''
OR
[TRN].[FeesOS] LIKE ''%' + @SearchText + '%''
)
)
AND TRN.[Posted] = ''Y''
AND MAT.[FECode] = @Handler
AND TRN.[CorrectionInd] = ''L''
AND TRN.[DebtorsValueOS] > 0
AND ((TRN.[XnType] = ''I'' AND TRN.[RecType] = ''H'')
OR (TRN.[XnType] = ''J'' AND TRN.[RecType] = ''D''))) AS FoundTable
ORDER BY ' + @SortColumn + ' ' + @SortDirection + ' SELECT
*
FROM
#OSFeesSAM4Table
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) AS TotalRecords
FROM
#OSFeesSAM4Table'
END
EXECUTE sp_executesql @NCOMMAND, N'@Handler VARCHAR(10), @SearchText VARCHAR(100), @StartRow INT, @EndRow INT', @Handler = @Handler, @SearchText = @SearchText, @StartRow = @StartRow, @EndRow = @EndRow
END
ELSE IF @Function='DebtorDays'
BEGIN
IF(@SortColumn = '' OR @SortColumn = NULL)
BEGIN
SET @SortColumn = 'Row_Number'
END
IF(@SortDirection = '' OR @SortDirection = NULL)
BEGIN
SET @SortDirection = 'ASC'
END
IF [dbo].[ISSAM4]() = 0
BEGIN
SET @NCOMMAND = N'
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#DebtorDaysSAM3Table
FROM
(SELECT MAT.[Code],
ISNULL(MAT.[Description], '''') AS [Description],
DTL.[DATE] AS [TransDate],
ISNULL(CASE WHEN DTL.[DATE] IS NULL
THEN 0
WHEN DTL.[DATE] > @GETDATE
THEN 0
WHEN DTL.[OSVALUE] = 0
THEN 0
ELSE DATEDIFF(Day, DTL.[DATE], @GETDATE) END, 0) AS [DebtorDays],
ISNULL(CASE WHEN DTL.[DATE] IS NULL
THEN 0
WHEN DTL.[DATE] > @GETDATE
THEN 0
WHEN DTL.[OSVALUE] = 0
THEN 0
ELSE 1 END, 0) AS [DebtorEntries]
FROM [dbo].[matters] MAT
INNER JOIN [dbo].[DebtorsLedger] DTL
ON DTL.[MATTER] = MAT.[Code]
AND DTL.[OSValue] > 0
WHERE
(
RTRIM(LTRIM(@SearchText)) = ''''
OR
(
[MAT].[Code] LIKE ''%' + @SearchText + '%''
OR
[MAT].[Description] LIKE ''%' + @SearchText + '%''
OR
[DTL].[DATE] LIKE ''%' + @SearchText + '%''
OR
[DTL].[OSVALUE] LIKE ''%' + @SearchText + '%''
)
)
AND MAT.[FECode] = @Handler) AS FoundTable
ORDER BY ' + @SortColumn + ' ' + @SortDirection + ' SELECT
*
FROM
#DebtorDaysSAM3Table
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) AS TotalRecords
FROM
#DebtorDaysSAM3Table'
END
ELSE
BEGIN
SET @NCOMMAND = N'
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#DebtorDaysSAM4Table
FROM
(SELECT MAT.[Code],
ISNULL(MAT.[Description], '''') AS [Description],
TRN.[TransDate] AS [TransDate],
ISNULL(CASE WHEN TRN.[TransDate] IS NULL
THEN 0
WHEN TRN.[TransDate] > @GETDATE
THEN 0
WHEN TRN.[DebtorsValueOS] = 0
THEN 0
ELSE DATEDIFF(Day, TRN.[TransDate], @GETDATE) END, 0) AS [DebtorDays],
ISNULL(CASE WHEN TRN.[TransDate] IS NULL
THEN 0
WHEN TRN.[TransDate] > @GETDATE
THEN 0
WHEN TRN.[DebtorsValueOS] = 0
THEN 0
ELSE 1 END, 0) AS [DebtorEntries]
FROM [dbo].[matters] AS MAT
INNER JOIN [dbo].[Transactions] TRN
ON MAT.[Code] = TRN.[MatterCode]
WHERE
(
RTRIM(LTRIM(@SearchText)) = ''''
OR
(
[MAT].[Code] LIKE ''%' + @SearchText + '%''
OR
[MAT].[Description] LIKE ''%' + @SearchText + '%''
OR
[TRN].[TransDate] LIKE ''%' + @SearchText + '%''
OR
[TRN].[DebtorsValueOS] LIKE ''%' + @SearchText + '%''
)
)
AND TRN.[Posted] = ''Y''
AND MAT.[FECode] = @Handler
AND TRN.[CorrectionInd] = ''L''
AND ((TRN.[XnType] = ''I'' AND TRN.[RecType] = ''H'')
OR (TRN.[XnType] = ''J'' AND TRN.[RecType] = ''D''))
AND TRN.[DebtorsValueOS] > 0) AS FoundTable
ORDER BY ' + @SortColumn + ' ' + @SortDirection + ' SELECT
*
FROM
#DebtorDaysSAM4Table
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) AS TotalRecords
FROM
#DebtorDaysSAM4Table'
END
EXECUTE sp_executesql @NCOMMAND, N'@Handler VARCHAR(10), @GETDATE DateTime, @SearchText VARCHAR(100), @StartRow INT, @EndRow INT', @Handler = @Handler, @GETDATE = @GETDATE, @SearchText = @SearchText, @StartRow = @StartRow, @EndRow = @EndRow
END
ELSE IF @Function='DraftInvoices'
BEGIN
IF(@SortColumn = '' OR @SortColumn = NULL)
BEGIN
SET @SortColumn = 'Row_Number'
END
IF(@SortDirection = '' OR @SortDirection = NULL)
BEGIN
SET @SortDirection = 'ASC'
END
IF [dbo].[ISSAM4]() = 0
BEGIN
SET @NCOMMAND = N'
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#DraftInvoiceSAM3Table
FROM
(SELECT MAT.[Code],
MAT.[Description],
BIH.[DATE] AS [Date],
(ISNULL(BID.[Fee], 0) +
ISNULL(BID.[Outlay], 0) +
ISNULL(BID.[MiscOutlay], 0) +
ISNULL(BID.[VAT], 0)) * CASE WHEN BIH.[INVCR] = ''C'' THEN -1 ELSE 1 END AS [Total],
ISNULL(BID.[Fee], 0) * CASE WHEN BIH.[INVCR] = ''C'' THEN -1 ELSE 1 END AS [Fee],
ISNULL(BID.[Outlay], 0) * CASE WHEN BIH.[INVCR] = ''C'' THEN -1 ELSE 1 END AS [Outlay],
ISNULL(BID.[MiscOutlay], 0) * CASE WHEN BIH.[INVCR] = ''C'' THEN -1 ELSE 1 END AS [MiscOutlay],
ISNULL(BID.[VAT], 0) * CASE WHEN BIH.[INVCR] = ''C'' THEN -1 ELSE 1 END AS [VAT]
FROM [dbo].[matters] AS MAT
INNER JOIN [dbo].[BillHeader] AS BIH
ON MAT.[Code] = BIH.[MATTER]
LEFT OUTER JOIN (SELECT BID.[DRAFTNO],
SUM(CASE WHEN BID.[TYPE] = ''F'' THEN BID.[NET] ELSE 0 END) AS [Fee],
SUM(CASE WHEN BID.[TYPE] = ''O'' THEN BID.[NET] ELSE 0 END) AS [Outlay],
SUM(CASE WHEN BID.[TYPE] = ''M'' THEN BID.[NET] ELSE 0 END) AS [MiscOutlay],
SUM(BID.[VATVALUE]) AS [VAT]
FROM [dbo].[BillDetails] AS BID
GROUP BY BID.[DRAFTNO]) AS BID
ON BID.[DRAFTNO] = BIH.[DRAFTNO]
WHERE
(
RTRIM(LTRIM(@SearchText)) = ''''
OR
(
[MAT].[Code] LIKE ''%' + @SearchText + '%''
OR
[MAT].[Description] LIKE ''%' + @SearchText + '%''
OR
[BIH].[DATE] LIKE ''%' + @SearchText + '%''
)
)
AND BIH.[BILLNO] = 0
AND MAT.[FECode] = @Handler) AS FoundTable
ORDER BY ' + @SortColumn + ' ' + @SortDirection + ' SELECT
*
FROM
#DraftInvoiceSAM3Table
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) AS TotalRecords
FROM
#DraftInvoiceSAM3Table'
END
ELSE
BEGIN
SET @NCOMMAND = N'
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#DraftInvoiceSAM4Table
FROM
(SELECT MAT.[Code],
MAT.[Description],
BH.[BillDate] AS [Date],
(ISNULL(BD.[Fee], 0) +
ISNULL(BD.[Outlay], 0) +
ISNULL(BD.[MiscOutlay], 0) +
ISNULL(BD.[VAT], 0)) * CASE WHEN BH.[Type] = ''C'' THEN -1 ELSE 1 END AS [Total],
ISNULL(BD.[Fee], 0) * CASE WHEN BH.[Type] = ''C'' THEN -1 ELSE 1 END AS [Fee],
ISNULL(BD.[Outlay], 0) * CASE WHEN BH.[Type] = ''C'' THEN -1 ELSE 1 END AS [Outlay],
ISNULL(BD.[MiscOutlay], 0) * CASE WHEN BH.[Type] = ''C'' THEN -1 ELSE 1 END AS [MiscOutlay],
ISNULL(BD.[VAT], 0) * CASE WHEN BH.[Type] = ''C'' THEN -1 ELSE 1 END AS [VAT]
FROM [dbo].[matters] AS MAT
INNER JOIN [dbo].[Billhead] AS BH
ON MAT.[Code] = BH.[MatterCode]
LEFT OUTER JOIN (SELECT BD.[BillID],
SUM(CASE WHEN BD.[RecordType] = ''F'' THEN BD.[NetValue] ELSE 0 END) AS [Fee],
SUM(CASE WHEN BD.[RecordType] = ''O'' THEN BD.[NetValue] ELSE 0 END) AS [Outlay],
SUM(CASE WHEN BD.[RecordType] = ''M'' THEN BD.[NetValue] ELSE 0 END) AS [MiscOutlay],
SUM(BD.[VatValue]) AS [VAT]
FROM [dbo].[BillDetail] AS BD
GROUP BY BD.[BillID]) AS BD
ON BH.[BillingID] = BD.[BillID]
WHERE
(
RTRIM(LTRIM(@SearchText)) = ''''
OR
(
[MAT].[Code] LIKE ''%' + @SearchText + '%''
OR
[MAT].[Description] LIKE ''%' + @SearchText + '%''
OR
[BH].[BillDate] LIKE ''%' + @SearchText + '%''
)
)
AND BH.[BillStatus] <> ''Approved''
AND MAT.[FECode] = @Handler) AS FoundTable
ORDER BY ' + @SortColumn + ' ' + @SortDirection + ' SELECT
*
FROM
#DraftInvoiceSAM4Table
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) AS TotalRecords
FROM
#DraftInvoiceSAM4Table'
END
EXECUTE sp_executesql @NCOMMAND, N'@Handler VARCHAR(10), @SearchText VARCHAR(100), @StartRow INT, @EndRow INT', @Handler = @Handler, @SearchText = @SearchText, @StartRow = @StartRow, @EndRow = @EndRow
END
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_Dashboardmaxlimit'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_Dashboardmaxlimit]
END
GO
CREATE PROCEDURE
[dbo].[KEYHM_Dashboardmaxlimit]
(@HANDLER NVARCHAR(10))--@HANDLER MUST be NVARCHAR as it's defined as such in [dbo].[UserSettings]
AS
/*******************************************************************************************************
* *
* *
* Stored Procedure Name : [dbo].[KEYHM_Dashboardmaxlimit] *
* Copied from : [dbo].[Ky_NETDashboardmaxlimit] *
* *
* Modification History : *
* 2019-04-11 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
DECLARE @TIMEDAYBOOKLIMIT DECIMAL(18, 2)
DECLARE @TIMEDAYBOOKLIMITHR VARCHAR(20)
DECLARE @TIMEFORWEEK DECIMAL(18, 2)
DECLARE @TIMEFORWEEKHR VARCHAR(20)
DECLARE @TIMEFORMONTH DECIMAL(18, 2)
DECLARE @TIMEFORMONTHHR VARCHAR(20)
DECLARE @TIMEFORYEAR DECIMAL(18, 2)
DECLARE @TIMEFORYEARHR VARCHAR(20)
DECLARE @TIMEYTD DECIMAL(18, 2)
DECLARE @TIMEYTDHR VARCHAR(20)
DECLARE @NCTIMEFORMONTH DECIMAL(18, 2)
DECLARE @NCTIMEFORMONTHHR VARCHAR(20)
DECLARE @NCTIMEFORYEAR DECIMAL(18, 2)
DECLARE @NCTIMEFORYEARHR VARCHAR(20)
DECLARE @FEESISSUEDCURMONTH DECIMAL(18, 2)
DECLARE @FEESISSUEDLASTMONTH DECIMAL(18, 2)
DECLARE @FEESISSUEDYTD DECIMAL(18, 2)
DECLARE @FEESISSUEDLASTYTD DECIMAL(18, 2)
DECLARE @FEESISSUEDLASTYEAR DECIMAL(18, 2)
DECLARE @OSINVOICELIMIT DECIMAL(18, 2)
DECLARE @CURRENTWIPLIMIT DECIMAL(18, 2)
DECLARE @DRAFTINVOICELIMIT DECIMAL(18, 2)
DECLARE @YEAR INT
DECLARE @PERIOD INT
-- Get the financial year and period from the KPI, if not there then control, if not there then use now.
IF [dbo].[ISSAM4]() = 0
BEGIN
SELECT @YEAR = ISNULL(KPI.[Year], ISNULL(CON.[YEAR], YEAR(GETDATE())))
FROM [dbo].[KPIParameters] AS KPI
OUTER APPLY [dbo].[control] AS CON
SELECT @PERIOD = ISNULL(KPI.[Period], ISNULL(CON.[CURPER], MONTH(GETDATE())))
FROM [dbo].[KPIParameters] AS KPI
OUTER APPLY [dbo].[control] AS CON
END
ELSE
BEGIN
SELECT @YEAR = ISNULL(KPI.[Year], ISNULL(CON.[NumValue], YEAR(GETDATE())))
FROM [dbo].[KPIParameters] AS KPI
OUTER APPLY (SELECT TOP 1 NUM.[NumValue]
FROM [dbo].[CtrlNum] AS NUM
WHERE NUM.[Code] = 'CurYear') AS CON
SELECT @PERIOD = ISNULL(KPI.[Period], ISNULL(CON.[NumValue], MONTH(GETDATE())))
FROM [dbo].[KPIParameters] AS KPI
OUTER APPLY (SELECT TOP 1 NUM.[NumValue]
FROM [dbo].[CtrlNum] AS NUM
WHERE NUM.[Code] = 'CurPeriod') AS CON
END
-- This is very unwieldy but not much choice when converting time values stored as strings into time formats (7.5 -> 07:30)
SELECT @TIMEDAYBOOKLIMIT = 60.0 * CONVERT(DECIMAL(18, 5), CASE WHEN ISNULL(US.[Value], '') = '' THEN '0' ELSE US.[Value] END),
@TIMEDAYBOOKLIMITHR = CONVERT(VARCHAR(5), DATEADD(SECOND, 3600.0 * CONVERT(DECIMAL(18, 2), CASE WHEN ISNULL(US.[Value], '') = '' THEN '0' ELSE US.[Value] END), 0), 108),
@TIMEFORWEEK = 60.0 * CONVERT(DECIMAL(18, 5), CASE WHEN ISNULL(US.[Value], '') = '' THEN '0' ELSE US.[Value] END) * 5.0,
@TIMEFORWEEKHR = RIGHT('00' + CONVERT(VARCHAR, FLOOR(CONVERT(DECIMAL(18, 5), CASE WHEN ISNULL(US.[Value], '') = '' THEN '0' ELSE US.[Value] END) * 5.0)), 2) +
':' +
RIGHT('00' + LEFT(CONVERT(VARCHAR, CONVERT(INT, (60.0 * CONVERT(DECIMAL(18, 5), CASE WHEN ISNULL(US.[Value], '') = '' THEN '0' ELSE US.[Value] END) * 5.0) % 60.0)), 2), 2)
FROM [dbo].[UserSettings] AS US
WHERE US.[Handler] = @HANDLER
AND UPPER(RTRIM(US.[Key])) = 'TIMEDAYBOOKLIMIT'
SELECT @OSINVOICELIMIT = CONVERT(DECIMAL(18, 5), CASE WHEN ISNULL(US.[Value], '') = ''
THEN '0'
ELSE US.[Value] END)
FROM [dbo].[UserSettings] AS US
WHERE US.[Handler] = @HANDLER
AND UPPER(RTRIM(US.[Key])) = 'OSINVOICELIMIT'
SELECT @DRAFTINVOICELIMIT = CONVERT(DECIMAL(18, 5), CASE WHEN ISNULL(US.[Value], '') = ''
THEN '0'
ELSE US.[Value] END)
FROM [dbo].[UserSettings] AS US
WHERE US.[Handler] = @HANDLER
AND UPPER(RTRIM(US.[Key])) = 'DRAFTINVOICELIMIT'
SELECT @CURRENTWIPLIMIT = CONVERT(DECIMAL(18, 5), CASE WHEN ISNULL(US.[Value], '') = ''
THEN '0'
ELSE US.[Value] END)
FROM [dbo].[UserSettings] AS US
WHERE US.[Handler] = @HANDLER
AND UPPER(RTRIM(US.[Key])) = 'CURRENTWIPLIMIT'
SELECT @TIMEFORMONTH = CASE WHEN FLOOR((SUM(ISNULL(BDG.[ChargableTimeBudget], 0))) * 60.0) < 10
THEN RIGHT('00' + FLOOR((SUM(ISNULL(BDG.[ChargableTimeBudget], 0))) * 60.0), 2)
ELSE FLOOR((SUM(ISNULL(BDG.[ChargableTimeBudget], 0))) * 60.0) END,
@TIMEFORMONTHHR = CONVERT(VARCHAR, CONVERT(INT, SUM(ISNULL(BDG.[ChargableTimeBudget], 0)))) +
':' +
RIGHT('00' + LEFT(CONVERT(VARCHAR, CONVERT(INT, (SUM(ISNULL(BDG.[ChargableTimeBudget], 0)) * 60.0) % 60)), 2), 2),
@NCTIMEFORMONTH = FLOOR((SUM(ISNULL(BDG.[NonChargableTimeBudget], 0))) * 60.0),
@NCTIMEFORMONTHHR = CONVERT(VARCHAR, CONVERT(INT, SUM(ISNULL(BDG.[NonChargableTimeBudget], 0)))) +
':' +
RIGHT('00' + LEFT(CONVERT(VARCHAR, CONVERT(INT, (SUM(ISNULL(BDG.[NonChargableTimeBudget], 0)) * 60.0) % 60)), 2), 2),
@FEESISSUEDCURMONTH = SUM(ISNULL(BDG.[FeesBudget], 0))
FROM [dbo].[HandlerBudgets] AS BDG
WHERE BDG.[HANDLER] = @HANDLER
AND BDG.[MONTH] = @PERIOD
AND BDG.[YEAR] = @YEAR
SELECT @FEESISSUEDLASTMONTH = FLOOR(SUM(ISNULL(BDG.[FeesBudget], 0)))
FROM [dbo].[HandlerBudgets] AS BDG
WHERE BDG.[Handler] = @HANDLER
AND BDG.[Month] = CASE WHEN @PERIOD - 1 = 0 THEN 12 ELSE @PERIOD END
AND BDG.[Year] = CASE WHEN @PERIOD - 1 = 0 THEN @YEAR - 1 ELSE @YEAR END
SELECT @FEESISSUEDYTD = FLOOR(SUM(BDG.[FeesBudget])),
@TIMEYTD = SUM(ISNULL(BDG.[ChargableTimeBudget], 0)) * 60.0,
@TIMEYTDHR = CONVERT(VARCHAR, CONVERT(INT, SUM(ISNULL(BDG.[ChargableTimeBudget], 0)) * 60.0)) +
':' +
RIGHT('00' + LEFT(CONVERT(VARCHAR, CONVERT(INT, (SUM(ISNULL(BDG.[ChargableTimeBudget], 0)) * 60.0) % 60)), 2), 2)
FROM [dbo].[HandlerBudgets] AS BDG
WHERE BDG.[Handler] = @HANDLER
AND BDG.[Month] <= @PERIOD
AND BDG.[Year] = @YEAR
SELECT @TIMEFORYEAR = FLOOR(SUM(ISNULL(BDG.[ChargableTimeBudget], 0)) * 60.0),
@TIMEFORYEARHR = CONVERT(VARCHAR, CONVERT(INT, SUM(ISNULL(BDG.[ChargableTimeBudget], 0)))) +
':' +
RIGHT('00' + LEFT(CONVERT(VARCHAR, CONVERT(INT, (SUM(ISNULL(BDG.[ChargableTimeBudget], 0)) * 60.0) % 60)), 2), 2),
@NCTIMEFORYEAR = FLOOR(SUM(ISNULL(BDG.[NonChargableTimeBudget], 0)) * 60.0),
@NCTIMEFORYEARHR = CONVERT(VARCHAR, CONVERT(INT, SUM(ISNULL(BDG.[NonChargableTimeBudget], 0)))) +
':' +
RIGHT('00' + LEFT(CONVERT(VARCHAR, CONVERT(INT, (SUM(ISNULL(BDG.[NonChargableTimeBudget], 0)) * 60.0) % 60)), 2), 2)
FROM [dbo].[HandlerBudgets] AS BDG
WHERE BDG.[Handler] = @HANDLER
AND BDG.[Year] = @YEAR
SELECT @FEESISSUEDLASTYTD = FLOOR(SUM(ISNULL(CASE WHEN BDG.[Month] <= @PERIOD THEN BDG.[FeesBudget] ELSE 0 END, 0))),
@FEESISSUEDLASTYEAR = FLOOR(SUM(ISNULL(BDG.[FeesBudget], 0)))
FROM [dbo].[HandlerBudgets] AS BDG
WHERE BDG.[Handler] = @HANDLER
AND BDG.[Year] = @YEAR - 1
SELECT ISNULL(@TIMEDAYBOOKLIMIT,0) AS [TIMEDAYBOOKLIMIT],
ISNULL(@TIMEFORWEEK ,0) AS [TIMEFORWEEK],
ISNULL(@TIMEFORMONTH ,0) AS [TIMEFORMONTH],
ISNULL(@TIMEFORYEAR, 0) AS [TIMEFORYEAR],
ISNULL(@NCTIMEFORMONTH, 0) AS [NCTIMEFORMONTH],
ISNULL(@NCTIMEFORYEAR, 0) AS [NCTIMEFORYEAR],
ISNULL(@TIMEYTD, 0) AS [TIMEYTD],
REPLACE(CONVERT(VARCHAR, ROUND(ISNULL(@FEESISSUEDCURMONTH, 0), 0), 1), '.00', '') AS [FEESISSUEDCURMONTH],
REPLACE(CONVERT(VARCHAR, ROUND(ISNULL(@FEESISSUEDLASTMONTH, 0), 0), 1), '.00', '') AS [FEESISSUEDLASTMONTH],
REPLACE(CONVERT(VARCHAR, ROUND(ISNULL(@FEESISSUEDYTD, 0), 0), 1), '.00', '') AS [FEESISSUEDYTD],
REPLACE(CONVERT(VARCHAR, ROUND(ISNULL(@FEESISSUEDLASTYTD, 0), 0), 1), '.00', '') AS [FEESISSUEDLASTYTD],
REPLACE(CONVERT(VARCHAR, ROUND(ISNULL(@FEESISSUEDLASTYEAR, 0), 0), 1), '.00', '') AS [FEESISSUEDLASTYEAR],
REPLACE(CONVERT(VARCHAR, ROUND(ISNULL(@OSINVOICELIMIT, 0), 0), 1), '.00', '') AS [OSINVOICELIMIT],
REPLACE(CONVERT(VARCHAR, ROUND(ISNULL(@CURRENTWIPLIMIT, 0), 0), 1), '.00', '') AS [CURRENTWIPLIMIT],
REPLACE(CONVERT(VARCHAR, ROUND(ISNULL(@DRAFTINVOICELIMIT, 0), 0), 1), '.00', '') AS [DRAFTINVOICELIMIT],
ISNULL(@TIMEDAYBOOKLIMITHR, '00:00') AS [TIMEDAYBOOKLIMITHR],
ISNULL(@TIMEFORWEEKHR, '00:00') AS [TIMEFORWEEKHR],
ISNULL(@TIMEFORMONTHHR, '00:00') AS [TIMEFORMONTHHR],
ISNULL(@TIMEFORYEARHR, '00:00') AS [TIMEFORYEARHR],
ISNULL(@NCTIMEFORMONTHHR, '00:00') AS [NCTIMEFORMONTHHR],
ISNULL(@NCTIMEFORYEARHR, '00:00') AS [NCTIMEFORYEARHR],
ISNULL(@TIMEYTDHR, '00:00') AS [TIMEYTDHR]
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KEYHM_DeleteAction',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KEYHM_DeleteAction]
GO
CREATE PROCEDURE [dbo].[KEYHM_DeleteAction]
(
@ACTIONID INT,
@HANDLERCODE VARCHAR(10)
)
/*******************************************************************************************************
* This procedure is used Delete an Action from the Case Diary. *
* *
* Stored Procedure Name : [dbo].[KEYHM_DeleteAction] *
* Copied from : [dbo].[ky_NETAADelete] *
* *
* Modification History : *
* 2019-04-22 Vinodhan K Created
* 2021-03-17 Sadiq Added condition to check Config settings @AllowUserToDeleteAction from *
Settings Table and returning Error if @AllowUserToDeleteAction is false*
* 2021-03-18 Sadiq Need to delete Action if user cancels delete action *
* 2022-02-23 Arun Log the diary attachment delete *
* 2024-03-13 Pino Carafa Handle the absence of triggers *
* Please use the following Aliases for the [deletedrow]: *
* [dbo].[diary] - [Diary] *
* [dbo].[DiaryAttachments] - [DiaryAttachments] *
* [dbo].[DiaryDelegations] - [DiaryDelegations] *
* 2024-03-13 Pino Carafa This procedure appears to have been left behind after modifications to *
* the corresponding KAAS procedure. I will make sure that ALL the code *
* is present in the new KEYHM_DeleteAction2 procedure, and that this one *
* calls it with 0 in the additional parameter *
* Please review calls to this procedure in Mobile. *
* *
*******************************************************************************************************/
AS
BEGIN
EXEC [dbo].[KEYHM_DeleteAction2] @ACTIONID = @ACTIONID, @HANDLERCODE = @HANDLERCODE, @IsAddAction = 0
END
GO
IF OBJECT_ID(N'KEYHM_DeleteAction2',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KEYHM_DeleteAction2]
GO
CREATE PROCEDURE [dbo].[KEYHM_DeleteAction2]
(
@ACTIONID INT,
@HANDLERCODE VARCHAR(10),
@IsAddAction BIT
)
/*******************************************************************************************************
* This procedure is used Delete an Action from the Case Diary. *
* *
* Stored Procedure Name : [dbo].[KAAS_DeleteAction2] *
* Copied from : [dbo].[ky_NETAADelete] *
* *
* Modification History : *
* 2019-04-22 Vinodhan K Created
* 2021-03-17 Sadiq Added condition to check Config settings @AllowUserToDeleteAction from *
Settings Table and returning Error if @AllowUserToDeleteAction is false*
* 2021-03-18 Sadiq Need to delete Action if user cancels delete action *
* 2022-02-23 Arun Log the diary attachment delete *
* 2024-03-13 Pino Carafa Handle the absence of triggers *
* Please use the following Aliases for the [deletedrow]: *
* [dbo].[diary] - [Diary] *
* [dbo].[DiaryAttachments] - [DiaryAttachments] *
* [dbo].[DiaryDelegations] - [DiaryDelegations] *
*******************************************************************************************************/
AS
BEGIN
DECLARE @Error VARCHAR(200)
DECLARE @NCOMMAND nvarchar(MAX)
DECLARE @AllowUserToDeleteOthersAction BIT;
DECLARE @AllowUserToDeleteAction BIT;
DECLARE @Loginame NVARCHAR(128)
SELECT @Loginame = RTRIM([P].[loginame]) FROM sys.sysprocesses [P] WHERE [P].[spid] = @@SPID --2024-03-13
SET NOCOUNT ON
IF @IsAddAction = 0
BEGIN
SELECT @AllowUserToDeleteAction = (CASE
WHEN [SET].[KeyValue] = '1'
THEN 1
ELSE 0
END)
FROM [dbo].[Settings] [SET]
WHERE [SET].[KeyName] = 'AllowToDeleteAction'
SET @AllowUserToDeleteAction = ISNULL(@AllowUserToDeleteAction, 0);-- If null '0', So that, Settings screen data and functionality is matched
IF @AllowUserToDeleteAction = 0
BEGIN
SELECT 'you are not allowed to delete this action.!'
RETURN;
END
END
SELECT @AllowUserToDeleteOthersAction = (CASE
WHEN [SET].[KeyValue] = '1'
THEN 1
ELSE 0
END)
FROM [dbo].[Settings] [SET]
WHERE [SET].[KeyName] = 'AllowToDeleteOtherAction'
SET @AllowUserToDeleteOthersAction = ISNULL(@AllowUserToDeleteOthersAction, 0);-- If null '0', So that, Settings screen data and functionality is matched
IF @AllowUserToDeleteOthersAction = 0
BEGIN
IF NOT EXISTS(SELECT TOP 1 1 FROM diary WHERE ACTIONID = @ACTIONID AND FNCODE = @HANDLERCODE)
BEGIN
SELECT 'You are not allowed to delete other user action!'
RETURN;
END
END
IF [dbo].[ISSAM4]() = 0
BEGIN
SET @NCOMMAND = N'
IF EXISTS
(SELECT TOP 1 1
FROM [dbo].[BillHeader] BH
WHERE BH.[RELEASED] = ''Y''
AND BH.[BILLNO] <> 0
AND BH.[ACTIONID] = ' + CONVERT(NVARCHAR(10), @ActionID) + N')
BEGIN
SET @Error = ''You cannot delete a Draft Bill Action.''
END
ELSE
BEGIN
SET @Error = NULL
END'
EXECUTE sp_executesql @NCOMMAND, N'@ActionID INT,@Error VARCHAR(200) OUTPUT', @ActionID = @ActionID, @Error=@Error OUTPUT
END
ELSE
BEGIN
SET @NCOMMAND = N'
IF EXISTS
(SELECT TOP 1 1
FROM [dbo].[diary] DIA
INNER JOIN [dbo].[Billhead] BH
ON BH.[BillingID] = DIA.[DRAFTBILLNO]
AND BH.[InvoiceNo] <> 0
WHERE DIA.[ACTIONID] = ' + CONVERT(NVARCHAR(10), @ActionID) + N')
BEGIN
SET @Error = ''You cannot delete a Draft Bill Action.''
END
ELSE
BEGIN
SET @Error = NULL
END'
EXECUTE sp_executesql @NCOMMAND, N'@ActionID INT,@Error VARCHAR(200) OUTPUT', @ActionID = @ActionID, @Error=@Error OUTPUT
END
IF [dbo].[ISSAM4]() = 0
BEGIN
SET @NCOMMAND = N'
IF EXISTS
(SELECT TOP 1 1
FROM [dbo].[diary] DIA
INNER JOIN [dbo].[ChequeRequisitionHeader] CRH
ON CRH.[REQNO] = DIA.[CHEQUEREQNO]
AND CRH.[REQNO] <> 0
AND CRH.[Status] = 2
WHERE DIA.[ACTIONID] = ' + CONVERT(NVARCHAR(10), @ActionID) + N')
BEGIN
SET @Error = ''You cannot delete an approved Cheque.''
END
ELSE
BEGIN
SET @Error = NULL
END'
EXECUTE sp_executesql @NCOMMAND, N'@ActionID INT,@Error VARCHAR(200) OUTPUT', @ActionID = @ActionID, @Error=@Error OUTPUT
END
ELSE
BEGIN
SET @NCOMMAND = N'
IF EXISTS
(SELECT TOP 1 1
FROM [dbo].[diary] DIA
INNER JOIN [dbo].[ChequeRequisitions] CRQ
ON CRQ.[RecordID] = DIA.[CHEQUEREQNO]
AND CRQ.[RecordID] <> 0
AND CRQ.[ChequeStatus] = ''Approved''
WHERE DIA.[ACTIONID] = ' + CONVERT(NVARCHAR(10), @ActionID) + N')
BEGIN
SET @Error = ''You cannot delete an approved Cheque.''
END
ELSE
BEGIN
SET @Error = NULL
END'
EXECUTE sp_executesql @NCOMMAND, N'@ActionID INT,@Error VARCHAR(200) OUTPUT', @ActionID = @ActionID, @Error=@Error OUTPUT
END
IF (@Error IS NULL)
BEGIN
IF EXISTS(SELECT TOP 1 1
FROM [dbo].[diary] DIA
WHERE DIA.[STATUS] = 1
AND DIA.[ACTIONID] = @ACTIONID)
BEGIN
SET @Error = 'You cannot delete ANY Complete Action'
END
END
IF (@Error IS NULL)
BEGIN
IF EXISTS(SELECT TOP 1 1
FROM [dbo].[diary] DIA
WHERE DIA.[ACTIONTYPE] = 'U'
AND DIA.[ACTIONID] = @ACTIONID)
BEGIN
SET @Error = 'You cannot delete Undertakings Action.'
END
END
IF (@Error IS NULL)
BEGIN
IF EXISTS(SELECT TOP 1 1
FROM [dbo].[diary] DIA
WHERE DIA.[ACTIONTYPE] = 'S'
AND DIA.[ACTIONID] = @ACTIONID)
BEGIN
SET @Error = 'You cannot delete a Statute of Limitations Action.'
END
END
IF (@Error IS NULL)
BEGIN
IF EXISTS(SELECT TOP 1 1
FROM [dbo].[diary] DIA
WHERE DIA.[ACTIONTYPE] = 'C'
AND [ACTIONID] = @ACTIONID)
BEGIN
SET @Error = 'You cannot delete a Critical Date Action'
END
END
IF (@Error IS NULL)
BEGIN
IF [dbo].[ISSAM4]() = 0
BEGIN
SET @NCOMMAND = N'
IF EXISTS
(SELECT TOP 1 1
FROM [dbo].[diary] DIA
INNER JOIN [dbo].[BillHeader] BH
ON BH.[BILLNO] <> 0
AND BH.[DRAFTNO] = DIA.[DRAFTBILLNO]
WHERE DIA.[ACTIONID] = ' + CONVERT(NVARCHAR(10), @ActionID) + N')
BEGIN
SET @Error = ''You cannot delete a Draft Bill Action.''
END
ELSE
BEGIN
SET @Error = NULL
END'
END
END
IF (@Error IS NULL)
BEGIN
IF EXISTS(SELECT 1
FROM [dbo].[diary] DIA
INNER JOIN [dbo].[TemplateActions] TAC
ON TAC.[ACTIONCODE] = DIA.[ACTIONCODE]
AND TAC.[RequiredAction] = 'Y'
WHERE DIA.[ACTIONID] = @ACTIONID)
BEGIN
SET @Error = 'This is a required action for this case and cannot be removed.'
END
END
IF (@Error IS NULL)
BEGIN
--Before delete, log the entry in DiaryAttachmentAccess
--Step1: Taking Diary attachment track reference id
DECLARE @DeletedLog TABLE
(
TrackReference INT
)
INSERT
INTO @DeletedLog
SELECT [DAT].TrackReference
FROM [dbo].[DiaryAttachments] DAT
WHERE DAT.[DiaryID] = @ACTIONID
--Step2: Delete entry from Diary Attachment
-- 2024-03-13 START (1)
IF NOT EXISTS
(SELECT TOP 1 1
FROM sys.objects [SO]
WHERE [SO].[name] = 'ky_NETTRDeleteDiaryAttachment'
AND [SO].[type] = 'TR')
BEGIN
INSERT
INTO [dbo].[DiaryAttachmentDeletionLog]
([on],
[by],
[Login],
[HandlerCode],
[ActionID],
[TrackReference],
[deletedrow])
SELECT GetDate(),
APP_NAME(),
@Loginame,
@HANDLERCODE,
[DEL].[DiaryID],
[DEL].[TrackReference],
(SELECT * FROM [dbo].[DiaryAttachments] [DiaryAttachments] WHERE [DiaryAttachments].[TrackReference] = [DEL].[TrackReference] FOR XML AUTO) AS [deletedrow]
FROM [dbo].[DiaryAttachments] [DEL]
WHERE [DEL].[DiaryID] = @ACTIONID
INSERT
INTO [dbo].[DiaryAttachmentAccess]
([TrackReference],
[Handler],
[Comment])
SELECT [DEL].[TrackReference],
@HANDLERCODE,
'Deleted'
FROM [dbo].[DiaryAttachments] [DEL]
WHERE [DEL].[DiaryID] = @ACTIONID
END
-- 2024-03-13 END (1)
DELETE DAT
FROM [dbo].[DiaryAttachments] DAT
WHERE DAT.[DiaryID] = @ACTIONID
--Step3: Update Diary attachment entries -2024-03-13 no....
--UPDATE DAT
--SET [DAT].Handler = @HANDLERCODE
-- FROM [dbo].[DiaryAttachmentAccess] [DAT]
-- WHERE [DAT].[Comment] = 'Deleted'
-- AND [DAT].TrackReference IN
--(
--SELECT TrackReference FROM @DeletedLog
--)
-- 2024-03-13 START (2)
IF NOT EXISTS
(SELECT TOP 1 1
FROM sys.objects [SO]
WHERE [SO].[name] = 'ky_NETTRDeleteDiaryDelegations'
AND [SO].[type] = 'TR')
BEGIN
INSERT
INTO [dbo].[DiaryDelegationDeletionLog]
([on],
[by],
[Login],
[HandlerCode],
[deletedrow],
[ActionID],
[AssignNo])
SELECT GetDate(),
APP_NAME(),
@Loginame,
@HANDLERCODE,
(SELECT * FROM [dbo].[DiaryDelegations] [DiaryDelegations] WHERE [DiaryDelegations].[AssignNo] = [DEL].[AssignNo] FOR XML AUTO) AS [deletedrow],
[DEL].[ActionID],
[DEL].[AssignNo]
FROM [dbo].[DiaryDelegations] [DEL]
WHERE [DEL].[ACTIONID] = @ACTIONID
END
-- 2024-03-13 END (2)
DELETE [DEL]
FROM [dbo].[DiaryDelegations] [DEL]
WHERE [DEL].[ACTIONID] = @ACTIONID
DELETE DLK
FROM [dbo].[DiaryLinks] DLK
WHERE DLK.[ACTIONID] = @ACTIONID
DELETE DTM
FROM [dbo].[DiaryTemp] DTM
WHERE DTM.[ACTIONID] = @ACTIONID
DELETE OLA
FROM [dbo].[OLApptXref] OLA
WHERE OLA.[ACTIONID] = @ACTIONID
DECLARE @COMMAND VARCHAR(MAX)
DECLARE @DRAFTBILLNO INT
SELECT @DRAFTBILLNO = DIA.[DRAFTBILLNO]
FROM [dbo].[diary] DIA
WHERE DIA.[ACTIONID] = @ACTIONID
IF ISNULL(@DRAFTBILLNO, 0) > 0
BEGIN
DECLARE @SQL NVARCHAR(MAX)
SET @SQL = 'EXEC [dbo].[KAAS_DeleteDraftBillOnly{SAM4}] ' + CONVERT(VARCHAR(10), @DRAFTBILLNO) + ', ''' + @HANDLERCODE + ''''
IF [dbo].[ISSAM4]() = 0
BEGIN
SET @SQL = REPLACE(@SQL, '{SAM4}', '')
END
ELSE
BEGIN
SET @SQL = REPLACE(@SQL, '{SAM4}', 'SAM4')
END
EXEC sp_executesql @SQL
END
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = 'ChequeRequisitions'
AND SO.[type] = 'U')
BEGIN
SET @COMMAND = '
DELETE CHRQ
FROM [dbo].[diary] DIA
INNER JOIN [dbo].[ChequeRequisitions] CHRQ
ON CHRQ.[RecordId] = DIA.[CHEQUEREQNO]
WHERE DIA.[ACTIONID] = ' + CONVERT(VARCHAR(10), @ACTIONID)
EXEC (@COMMAND)
END
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = 'ChequeRequisitionDetail'
AND SO.[type] = 'U')
BEGIN
SET @COMMAND = '
DELETE CHRD
FROM [dbo].[diary] DIA
INNER JOIN [dbo].[ChequeRequisitionDetail] CHRD
ON CHRD.[REQNO] = DIA.[CHEQUEREQNO]
WHERE DIA.[ACTIONID] = ' + CONVERT(VARCHAR(10), @ACTIONID)
EXEC (@COMMAND)
END
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = 'ChequeRequisitionHeader'
AND SO.[type] = 'U')
BEGIN
SET @COMMAND = '
DELETE CHRH
FROM [dbo].[diary] DIA
INNER JOIN [dbo].[ChequeRequisitionHeader] CHRH
ON CHRH.[REQNO] = DIA.[CHEQUEREQNO]
WHERE DIA.[ACTIONID] = ' + CONVERT(VARCHAR(10), @ACTIONID)
EXEC (@COMMAND)
END
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = 'ChequeRequisitionLog'
AND SO.[type] = 'U')
BEGIN
SET @COMMAND = '
DELETE CRL
FROM [dbo].[diary] AS DIA
INNER JOIN [ChequeRequisitionLog] AS CRL
ON CRL.[ID] = DIA.[CHEQUEREQNO]
WHERE DIA.[ACTIONID] = ' + CONVERT(VARCHAR(10), @ACTIONID)
EXEC (@COMMAND)
END
EXEC [dbo].[KAAS_UpdateActionAlarm] @ACTIONID
-- 2024-03-13 START (3)
IF NOT EXISTS
(SELECT TOP 1 1
FROM sys.objects [SO]
WHERE [SO].[name] = 'ky_NETTRDeleteDiary'
AND [SO].[type] = 'TR')
BEGIN
INSERT
INTO [dbo].[DiaryDeletionLog]
([on],
[by],
[Login],
[HandlerCode],
[ActionId],
[CASECODE],
[deletedrow])
SELECT GetDate(),
APP_NAME(),
@Loginame,
@HANDLERCODE,
[DEL].[ActionID],
[DEL].[CASECODE],
(SELECT * FROM [dbo].[diary] [Diary] WHERE [Diary].[ActionID] = [DEL].[ActionID] FOR XML AUTO) AS [deletedrow]
FROM [dbo].[diary] [DEL]
WHERE [DEL].[ACTIONID] = @ACTIONID
END
-- 2024-03-13 END (3)
DELETE DIA
FROM [dbo].[diary] DIA
WHERE DIA.[ACTIONID] = @ACTIONID
SELECT 'True'
END
ELSE
BEGIN
SELECT @Error
END
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_DeleteAttachments'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_DeleteAttachments]
END
GO
CREATE PROCEDURE
[dbo].[KEYHM_DeleteAttachments]
(@TRACKREFERENCE INT)
AS
/*****************************************************************************
Stored Procedure Name : KEYHM_DeleteAttachments
Copied From : [ky_NETAADeleteAttachments]
Description: This procedure is used Delete the Contact for ClientCase Page.
Imported into Framework for backward compatibility
22MAR2016 Sridharan KEYD-3422Changes to the Firm Undertakings Grid and Form
* 2019-06-11 ????? Created KAAS_DeleteAttachments
* 2021-10-06 Arun V Set Context info
* 2024-03-13 Pino Carafa this procedure is obsolete and needs to be replaced with
a call to [KEYHM_DeleteAttachments2], passing in the
current handler
*****************************************************************************/
BEGIN
--2024-03-13
EXEC [dbo].[KEYHM_DeleteAttachments2] @TRACKREFERENCE = @TRACKREFERENCE, @Handler = NULL
END
GO
IF OBJECT_ID(N'KEYHM_DeleteAttachments2', N'P') IS NOT NULL
BEGIN
DROP PROCEDURE [dbo].[KEYHM_DeleteAttachments2]
END
GO
CREATE PROCEDURE
[dbo].[KEYHM_DeleteAttachments2]
(@TRACKREFERENCE INT,
@Handler VARCHAR(10))
AS
/*****************************************************************************
Stored Procedure Name : KEYHM_DeleteAttachments2
Copied From : [KAAS_DeleteAttachments]
supersedes KEYHM_DeleteAttachments, which should no longer be used
Description: This procedure is used to delete diary attachments
Imported into Framework for backward compatibility
22MAR2016 Sridharan KEYD-3422Changes to the Firm Undertakings Grid and Form
* 2019-06-11 ????? Created KAAS_DeleteAttachments
* 2021-10-06 Arun V Set Context info
* 2024-03-13 Pino Carafa use Handler Parameter
* 2024-10-18 Ponni M Isexist condition check changed
*****************************************************************************/
BEGIN
SET NOCOUNT ON
DECLARE @ActionID INT
DECLARE @Description VARCHAR(500)
DECLARE @Loginame NVARCHAR(128)
SELECT @Loginame = RTRIM([P].[loginame]) FROM sys.sysprocesses [P] WHERE [P].[spid] = @@SPID --2024-03-13
SELECT @ActionID = [DAT].[DiaryID],
@Description = (SELECT 'Attachment Deleted: ' + CHAR(13) + CHAR(10)
+ 'Date: ' + CONVERT(VARCHAR(12),CONVERT(DATETIME, [DAT].[DATEENTERED]),106) + CHAR(13) + CHAR(10)
+ 'Document Name: ' + [DAT].[DOCUMENT] + CHAR(13) + CHAR(10)
+ 'Document Class: ' + [DAT].[DOCCLASS] + CHAR(13) + CHAR(10))
FROM [dbo].[DiaryAttachments] [DAT]
WHERE [DAT].[TrackReference] = @TRACKREFERENCE
DECLARE @UserName VARCHAR(30)
DECLARE @HandlerCode VARCHAR(10)
IF (@Handler IS NOT NULL)
BEGIN
--Handler needs to be passed in here ...
SELECT @UserName = [HN].[NAME],
@HandlerCode = [HN].[CODE]
FROM [dbo].[HandlerNames] [HN]
WHERE [HN].[CODE] = @Handler
END
IF (@HandlerCode IS NULL)
BEGIN
-- ... but if the Obsolete version of this SP is still used, it won't be so fall back to old mechanism
SELECT @UserName = [HN].[NAME],
@HandlerCode = [HN].[CODE]
FROM [dbo].[HandlerNames] [HN]
WHERE [HN].[CODE] = @Handler
SELECT @UserName = [HAN].[NAME],
@HandlerCode = [HAN].[CODE]
FROM [Diary] [DIA]
LEFT OUTER JOIN [dbo].[Handlers] [HAN]
ON [HAN].[CODE] = [DIA].[FNCODE]
WHERE [ACTIONID] = @ActionID
END
IF EXISTS
(SELECT TOP 1 1
FROM sys.objects [SO]
WHERE [SO].[name] = 'ky_NETTRDeleteDiaryAttachment'
AND [SO].[type] = 'TR')
BEGIN
--As long as this trigger still exists we need to keep setting the CONTEXT_INFO
DECLARE @HandlerBin VARBINARY(128)
SET @HandlerBin = CONVERT(VARBINARY(128), @HandlerCode)
SET CONTEXT_INFO @HandlerBin
END
IF (@ActionID IS NOT NULL)
BEGIN
IF EXISTS(SELECT TOP 1 1
FROM [dbo].[diary] [DIA]
WHERE [DIA].[ACTIONID] = @ActionID
AND [DIA].[ACTIONTYPE] = 'U')
BEGIN
INSERT
INTO [dbo].[UndertakingLog]
([UndertakingID],
[FieldChanges],
[FromValue],
[ToValue],
[ByWho],
[ModifiedDate])
VALUES(@ActionID,
'Documents Deleted',
'',
@Description,
@UserName,
CONVERT(DATETIME,GETDATE(),112))
END
-- 2024-03-13 START (1)
IF NOT EXISTS
(SELECT TOP 1 1
FROM sys.objects [SO]
WHERE [SO].[name] = 'ky_NETTRDeleteDiaryAttachment'
AND [SO].[type] = 'TR')
BEGIN
INSERT
INTO [dbo].[DiaryAttachmentDeletionLog]
([on],
[by],
[Login],
[HandlerCode],
[ActionID],
[TrackReference],
[deletedrow])
SELECT GetDate(),
APP_NAME(),
@Loginame,
@HANDLERCODE,
[DEL].[DiaryID],
[DEL].[TrackReference],
(SELECT * FROM [dbo].[DiaryAttachments] [DiaryAttachments] WHERE [DiaryAttachments].[TrackReference] = [DEL].[TrackReference] FOR XML AUTO) AS [deletedrow]
FROM [dbo].[DiaryAttachments] [DEL]
WHERE [DEL].[DiaryID] = @ACTIONID
INSERT
INTO [dbo].[DiaryAttachmentAccess]
([TrackReference],
[Handler],
[Comment])
SELECT [DEL].[TrackReference],
@HANDLERCODE,
'Deleted'
FROM [dbo].[DiaryAttachments] [DEL]
WHERE [DEL].[DiaryID] = @ACTIONID
END
-- 2024-03-13 END (1)
DELETE [DAT]
FROM [dbo].[DiaryAttachments] [DAT]
WHERE [DAT].[TrackReference] = @TRACKREFERENCE
END
SET NOCOUNT OFF
END
GO
IF [dbo].[ISSAM4]() = 0
BEGIN
EXEC ('
IF OBJECT_ID(N''KEYHM_DeleteDraftBillOnly'',N''P'') IS NOT NULL
BEGIN
DROP PROCEDURE [dbo].[KEYHM_DeleteDraftBillOnly]
END')
EXEC ('
CREATE PROCEDURE
[dbo].[KEYHM_DeleteDraftBillOnly]
(@ID INT,
@HANDLERCODE VARCHAR(10))
/***************************************************************************************
* *
* Stored Procedure Name : KEYHM_DeleteDraftBillOnly *
* Copied From : [ky_NETSPDeleteDraftBillOnly] *
* *
* Description: This procedure is used to delete the Bill related details *
* for a draft bill. This procedure can be called from: *
* ky_NETAADelete *
* ky_NETSPDeleteDraftBill *
* The above procedures take care of the associated Action as *
* well as the Bill information. This procedure only looks at *
* the Bill information, and assumes that the Action is taken *
* care of. *
* *
* Do NOT call this procedure on its own. *
* *
* Modification History: 2018-08-23 John Split this proc in two: SAM3 and SAM4 *
* 2020-02-05 Vinodhan Created KEYHM_DeleteDraftBillOnly
* 2020-03-13 Rajesh P from ky_NETSPDeleteDraftBillOnly
* *
* *************************************************************************************/
AS
BEGIN
DECLARE @xml XML
SET @xml = (SELECT BH.[MATTER],
BH.[DRAFTNO],
BH.[DATE],
BH.[USER],
BH.[ADDRESSEE],
BH.[INVCR],
BH.[BILLNO],
BH.[OURREF],
BH.[YOURREF],
BH.[TOTAL],
BH.[FEES],
BH.[OUTLAY],
BH.[TOTALVAT],
BH.[FEEVATCODE],
BH.[NET0],
BH.[RATE1],
BH.[NETRATE1],
BH.[VATRATE1],
BH.[RATE2],
BH.[NETRATE2],
BH.[VATRATE2],
BH.[RATE3],
BH.[NETRATE3],
BH.[VATRATE3],
BH.[RELEASED],
BH.[RETURNREASON],
BH.[MATTERDESCRIPTION],
BH.[TRANSFER],
BH.[WRITEDOWN],
BH.[WRITEBACKHOURS],
BH.[WRITEBACKVALUE],
BH.[ACTIONID],
BH.[OPENINVOICE],
BH.[BATCHNO],
BH.[FEMISCTOTAL],
BH.[CreditInvoiceNo],
BH.[ManualFeeBreakDown],
BH.[BillSent],
BH.[DefaultBillLayoutReportID]
FROM [dbo].[BillHeader] BH
WHERE BH.[DRAFTNO] = @ID
FOR XML AUTO)
INSERT
INTO [dbo].[BillLogging]
([DATE],
[Handler],
[DRAFTNO],
[Action])
SELECT GETDATE(),
@HANDLERCODE,
BH.[DRAFTNO],
''Deleted FROM Action: '' + CONVERT(VARCHAR(MAX), @xml)
FROM [dbo].[BillHeader] BH
WHERE BH.[DRAFTNO] = @ID
EXEC [dbo].[KEYHM_BGDelete] @ID, 0
DELETE BIH FROM [dbo].[BillHeader] AS BIH WHERE BIH.[DRAFTNO] = @ID
DELETE BID FROM [dbo].[BillDetails] AS BID WHERE BID.[DRAFTNO] = @ID
DELETE BFBD FROM [dbo].[BillFeeBreakDown] AS BFBD WHERE BFBD.[DRAFTNO] = @ID
END')
END
ELSE
BEGIN
EXEC ('
IF OBJECT_ID(N''KEYHM_DeleteDraftBillOnly'',N''P'') IS NOT NULL
BEGIN
DROP PROCEDURE [dbo].[KEYHM_DeleteDraftBillOnly]
END')
EXEC ('
CREATE PROCEDURE
[dbo].[KEYHM_DeleteDraftBillOnly]
(@ID INT,
@HANDLERCODE VARCHAR(10))
/*****************************************************************************
*
* [ky_NETSPDeleteDraftBillOnlySAM4]
* This procedure is used to delete the Bill related details
* for a draft bill. This procedure can be called from:
* KAAS_DeleteAction
* KAAS_DeleteDraftBill
* The above procedures take care of the associated Action as
* well as the Bill information. This procedure only looks at
* the Bill information, and assumes that the Action is taken
* care of.
*
* Do NOT call this procedure on its own.
*
* Suitable for SAM4 only
*
* 2018-08-23 John Ginnane Created
* 2018-11-23 John Ginnane KEYD-5577 - Fixed time not being unmarked as "draft in progress"
* 2019-10-22 John Ginnane KEYD-6161 - Added document reproduction support
*
* Modification History : *
* 2020-03-13 Rajesh P from ky_NETSPDeleteDraftBillOnly
*****************************************************************************/
AS
BEGIN
DECLARE @xml XML
SET @xml = (SELECT BH.[BillingID],
BH.[MatterCode],
BH.[BillDescription],
BH.[Addressee],
BH.[FeCode],
BH.[InvoiceTo],
BH.[Address],
BH.[Ref],
BH.[Type],
BH.[OpenInvoice],
BH.[BillDate],
BH.[TimeWriteDownDate],
BH.[TransferToPay],
BH.[Message],
BH.[InvoiceNo],
BH.[CreateBy],
BH.[EntryDate],
BH.[BillStatus],
BH.[ReleasedBy],
BH.[ReleasedDate],
BH.[AccountsClearedBy],
BH.[AccountsClearedDate],
BH.[Billlayout],
BH.[Branch],
BH.[CreditInvoiceNo],
BH.[ProForma],
BH.[DefaultBillLayoutReportID]
FROM [dbo].[Billhead] BH
WHERE BH.[BillingID] = @ID
FOR XML AUTO)
INSERT
INTO [dbo].[BillLogging]
([DATE],
[Handler],
[DRAFTNO],
[Action])
SELECT GETDATE(),
@HANDLERCODE,
BH.[BillingID],
''Deleted FROM Action: '' + CONVERT(VARCHAR(MAX), @xml)
FROM [dbo].[Billhead] BH
WHERE BH.[BillingID] = @ID
EXEC [dbo].[KEYHM_BGDelete] @ID
DELETE FROM [dbo].[Billhead] WHERE [BillingID] = @ID
DELETE FROM [dbo].[BillDetail] WHERE [BillID] = @ID
DELETE FROM [dbo].[BillingGuideFormated] WHERE [BillGuideNo] = @ID
DELETE FROM [dbo].[BillingGuide] WHERE [BillingNo] = @ID
DELETE FROM [dbo].[BillBreakdown] WHERE [BillingNo] = @ID
DELETE FROM [dbo].[BillingLog] WHERE [BillingId] = @ID
DELETE FROM [dbo].[BillCompMatter] WHERE [BillingNo] = @ID
UPDATE TIE
SET TIE.[BILLED] = 0
FROM [dbo].[TimeEntry] AS TIE
WHERE TIE.[BILLED] = @ID * - 1
AND @ID <> 0
UPDATE TRN
SET TRN.[DraftNo] = 0
FROM [dbo].[Transactions] AS TRN
WHERE TRN.[DraftNo] = @ID * -1
AND @ID <> 0
UPDATE [PJT]
SET [PJT].[InvoiceNo] = 0
FROM [dbo].[PrintJobTracker] AS [PJT]
WHERE [PJT].[InvoiceNo] = @ID * -1
AND @ID <> 0
SET NOCOUNT OFF
END')
END
GO
IF [dbo].[ISSAM4]() = 1
BEGIN
EXEC ('
IF OBJECT_ID(N''KEYHM_DeleteDraftBillOnlySAM4'',N''P'') IS NOT NULL
BEGIN
DROP PROCEDURE [dbo].[KEYHM_DeleteDraftBillOnlySAM4]
END')
EXEC ('
CREATE PROCEDURE
[dbo].[KEYHM_DeleteDraftBillOnlySAM4]
(@ID INT,
@HANDLERCODE VARCHAR(10))
/*******************************************************************************************************
* This procedure is used to delete the Bill related details for a draft bill. *
* This procedure can be called from: *
* KEYHM_DeleteAction *
* KEYHM_DeleteDraftBillSAM4 *
* The above procedures take care of the associated Action as well as the Bill information. *
* This procedure only looks at the Bill information, and assumes that the Action is taken care of. *
* *
* Do NOT call this procedure on its own. *
* Suitable for SAM4 only *
* *
* Stored Procedure Name : [dbo].[KEYHM_DeleteDraftBillOnlySAM4] *
* Copied from : [dbo].[ky_NETSPDeleteDraftBillOnlySAM4] *
* *
* Modification History : *
* 2019-04-22 Vinodhan K Created *
*******************************************************************************************************/
AS
BEGIN
DECLARE @xml XML
SET @xml = (SELECT BH.[BillingID],
BH.[MatterCode],
BH.[BillDescription],
BH.[Addressee],
BH.[FeCode],
BH.[InvoiceTo],
BH.[Address],
BH.[Ref],
BH.[Type],
BH.[OpenInvoice],
BH.[BillDate],
BH.[TimeWriteDownDate],
BH.[TransferToPay],
BH.[Message],
BH.[InvoiceNo],
BH.[CreateBy],
BH.[EntryDate],
BH.[BillStatus],
BH.[ReleasedBy],
BH.[ReleasedDate],
BH.[AccountsClearedBy],
BH.[AccountsClearedDate],
BH.[Billlayout],
BH.[Branch],
BH.[CreditInvoiceNo],
BH.[ProForma],
BH.[DefaultBillLayoutReportID]
FROM [dbo].[Billhead] BH
WHERE BH.[BillingID] = @ID
FOR XML AUTO)
INSERT
INTO [dbo].[BillLogging]
([DATE],
[Handler],
[DRAFTNO],
[Action])
SELECT GETDATE(),
@HANDLERCODE,
BH.[BillingID],
''Deleted FROM Action: '' + CONVERT(VARCHAR(MAX), @xml)
FROM [dbo].[Billhead] BH
WHERE BH.[BillingID] = @ID
EXEC [dbo].[ky_BGDeleteSAM4] @ID
DELETE FROM [dbo].[Billhead] WHERE [BillingID] = @ID
DELETE FROM [dbo].[BillDetail] WHERE [BillID] = @ID
DELETE FROM [dbo].[BillingGuideFormated] WHERE [BillGuideNo] = @ID
DELETE FROM [dbo].[BillingGuide] WHERE [BillingNo] = @ID
DELETE FROM [dbo].[BillBreakdown] WHERE [BillingNo] = @ID
DELETE FROM [dbo].[BillingLog] WHERE [BillingId] = @ID
DELETE FROM [dbo].[BillCompMatter] WHERE [BillingNo] = @ID
UPDATE TIE
SET TIE.[BILLED] = 0
FROM [dbo].[TimeEntry] AS TIE
WHERE TIE.[BILLED] = @ID * - 1
UPDATE TRN
SET TRN.[DraftNo] = 0
FROM [dbo].[Transactions] AS TRN
WHERE TRN.[DraftNo] = @ID * -1
SET NOCOUNT OFF
END')
END
GO
IF OBJECT_ID(N'[KEYHM_DeleteIntellisense]',N'P')IS NOT NULL
DROP PROCEDURE [KEYHM_DeleteIntellisense]
GO
CREATE PROCEDURE [KEYHM_DeleteIntellisense]
(
@Handler VARCHAR(6),
@Id INT
)
AS
/*******************************************************************************************************
* This procedure is used To Delete the Intellisense. *
* *
* Stored Procedure Name : [dbo].[KEYHM_DeleteIntellisense] *
* Copied from : [dbo].[ky_NETDeleteIntellisense] *
* *
* Modification History : *
* 2019-04-12 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
DELETE FROM
Intellisense
WHERE
Id = @Id
SELECT
RTRIM(Id) AS Id,
RTRIM(Handler) AS Handler,
RTRIM(Narrative) AS Narrative
FROM
Intellisense
WHERE
Handler = @Handler
ORDER by Narrative
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_DeleteMyDayBook'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_DeleteMyDayBook]
END
GO
CREATE PROCEDURE [dbo].[KEYHM_DeleteMyDayBook]
@RecordID INT
AS
/*******************************************************************************************************
* Delete a time book from [dbo].[Timedaybook] for the selected record. *
* *
* Stored Procedure Name : [dbo].[KEYHM_DeleteMyDayBook] *
* Copied from : [dbo].[ky_NETDeleteMyDayBook] *
* *
* Modification History : *
* 2019-04-12 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
DELETE
Timedaybook
WHERE
RECORDID=@RecordID
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_DuplicateDocFolderTree'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_DuplicateDocFolderTree]
END
GO
CREATE PROCEDURE
[dbo].[KEYHM_DuplicateDocFolderTree]
(@originalid INT)
AS
/*******************************************************************************************************
* Duplicates a folder tree to a new root *
* *
* Stored Procedure Name : [dbo].[KEYHM_DuplicateDocFolderTree] *
* Copied from : [dbo].[ky_NETSPDuplicateDocFolderTree] *
* *
* Modification History: *
* 2019-04-23 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
DECLARE @fromid INT
SELECT TOP 1 @fromid = [DF].[id]
FROM [dbo].[DocFolders] [DF]
WHERE [DF].[id] = @originalid
AND [DF].[parent] IS NULL
DECLARE @MAX INT
DECLARE @data TABLE
([seq] INT IDENTITY(1, 1) NOT NULL PRIMARY KEY,
[id] INT NOT NULL,
[parent] INT NOT NULL,
[foldername] VARCHAR(500) NOT NULL,
[foldericon] INT NOT NULL,
[newfolder] BIT NOT NULL,
[deletefolder] BIT NOT NULL)
IF (@fromid IS NOT NULL)
BEGIN
INSERT
INTO @data
([id],
[parent],
[foldername],
[foldericon],
[newfolder],
[deletefolder])
SELECT SRC.[id],
SRC.[parent],
SRC.[foldername],
SRC.[foldericon],
1,
0
FROM [dbo].[KEYHM_TF_GetDocFolders3](@fromid, 1, 1) SRC
END
SELECT @MAX = ISNULL(MAX([DF].[id]), 0) FROM [dbo].[DocFolders] [DF]
DECLARE @new TABLE
([seq] INT IDENTITY(1, 1) NOT NULL PRIMARY KEY,
[oldid] INT NOT NULL UNIQUE NONCLUSTERED,
[newid] INT NOT NULL)
INSERT
INTO @new
([oldid],
[newid])
SELECT [DT].[id],
0
FROM @data [DT]
WHERE [DT].[newfolder] = 1
UPDATE [nw]
SET [nw].[newid] = @MAX + [nw].[seq]
FROM @new [NW]
SET IDENTITY_INSERT [dbo].[DocFolders] ON
INSERT
INTO [dbo].[DocFolders]
([id],
[foldername],
[parent],
[foldericon])
SELECT [nw].[newid] AS [id],
[dt].[foldername] AS [foldername],
CASE ISNULL([pr].[newid], 0)
WHEN 0 THEN CASE ISNULL([dt].[parent], 0)
WHEN 0 THEN NULL
ELSE [dt].[parent] END
ELSE [pr].[newid] END AS [parent],
[dt].[foldericon] AS [foldericon]
FROM @data [dt]
INNER JOIN @new [nw]
ON [nw].[oldid] = [dt].[id]
LEFT OUTER JOIN @new [pr]
ON [pr].[oldid] = [dt].[parent]
SET IDENTITY_INSERT [dbo].[DocFolders] OFF
SELECT @MAX = ISNULL(MAX([DF].[id]), 0) + 1
FROM [dbo].[DocFolders] [DF]
DBCC CHECKIDENT('DocFolders', RESEED, @MAX)
DELETE [DF]
FROM @data [dt]
INNER JOIN [dbo].[DocFolders] [DF]
ON [DF].[id] = [dt].[id]
WHERE [dt].[deletefolder] = 1
UPDATE [DF]
SET [DF].[foldername] = [dt].[foldername],
[DF].[parent] = CASE ISNULL([dt].[parent], 0)
WHEN 0 THEN NULL
ELSE [dt].[parent] END,
[DF].[foldericon] = [dt].[foldericon]
FROM @data [dt]
INNER JOIN [dbo].[DocFolders] [DF]
ON [DF].[id] = [dt].[id]
WHERE [dt].[deletefolder] = 0
AND [dt].[newfolder] = 0
DECLARE @newid INT
SELECT TOP 1
@newid = ISNULL([nw].[newid], dt.[id])
FROM @data [dt]
LEFT OUTER JOIN @new [nw]
ON [nw].[oldid] = [dt].[id]
SELECT @newid [id]
RETURN @newid
END
GO
IF OBJECT_ID(N'KEYHM_FetchAccountSetting',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KEYHM_FetchAccountSetting]
GO
CREATE PROCEDURE [dbo].[KEYHM_FetchAccountSetting]
AS
/*******************************************************************************************************
* *
* Stored Procedure Name : [dbo].[KEYHM_FetchAccountSetting] *
* Copied from : NA *
* *
* Modification History : *
* 2019-04-22 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SELECT NAME AS [Name]
FROM [control]
END
GO
IF OBJECT_ID(N'KEYHM_FetchAllDiary',N'P')IS NOT NULL
DROP PROCEDURE [KEYHM_FetchAllDiary]
GO
CREATE PROCEDURE [KEYHM_FetchAllDiary] (
@ACTIONID INT,
@LoggedInHandler VARCHAR(10) = NULL)
/*******************************************************************************************************
* This procedure is used to fetch diary item by actionid. *
* *
* Stored Procedure Name : [dbo].[KEYHM_FetchAllDiary] *
* Copied from : NA *
* *
* Modification History : *
* 2019-04-16 Vinodhan K Created *
* 2020-05-04 Arun V DYSTARTTIME convertsion issue fixes, KEYHM-592 *
********************************************************************************************************/
AS
BEGIN
SET NOCOUNT ON
SELECT
RTRIM(ISNULL(D.[CASECODE], '')) AS CASECODE,
dbo.KEYHM_FNConvertUTCDateToTargetTimeZone(D.[DATE], @LoggedInHandler) AS [DATE],
RTRIM(ISNULL(D.[STATUS], 0)) AS [STATUS],
RTRIM(ISNULL(D.[ACTIONCODE], '')) AS ACTIONCODE,
RTRIM(ISNULL(D.[ACTIONSTATUS], '')) AS ACTIONSTATUS,
RTRIM(ISNULL(D.[ACTIONTYPE], '')) AS ACTIONTYPE,
RTRIM(ISNULL(D.[PROCESSTYPE], '')) AS PROCESSTYPE,
RTRIM(ISNULL(D.[FNCODE], '')) AS FNCODE,
RTRIM(ISNULL(D.[TEAMCODE], '')) AS TEAMCODE,
CAST(RTRIM(LTRIM(CAST(D.[TEXT1] AS nVARCHAR(max)))) AS TEXT) as text3,
ISNULL(D.[TEXT1], '') AS TEXT1,
ISNULL(D.[TEXT2], '') AS TEXT2,
RTRIM(ISNULL(D.[DELEGATEDFNR], '')) AS DELEGATEDFNR,
RTRIM(ISNULL(D.[DELEGATEDDATE], '')) AS DELEGATEDDATE,
RTRIM(ISNULL(D.[DELEGATEDBACKDATE], '')) AS DELEGATEDBACKDATE,
RTRIM(ISNULL(D.[DEFERRED], '')) AS DEFERRED,
dbo.KEYHM_FNConvertUTCDateToTargetTimeZone(D.[DUEDATE], @LoggedInHandler) AS [DUEDATE],
RTRIM(ISNULL(D.[IMAGENO], '')) AS IMAGENO,
RTRIM(ISNULL(D.[PUBLISH], '')) AS PUBLISH,
--UTC time to LoggedIn Handler Time Zone , in case Logged In Handler is empty default to GMT
CONVERT(VARCHAR(10),dbo.KEYHM_FNConvertUTCDateToTargetTimeZone(
DATEADD(day, DATEDIFF(day, 0, GETDATE()), dbo.KEYHM_FN_ConvertClarionTimeToHHMM(D.[DYSTARTTIME]))
, @LoggedInHandler), 108) AS [DYSTARTTIME],
--UTC time to LoggedIn Handler Time Zone , in case Logged In Handler is empty default to GMT
CONVERT(VARCHAR(10),dbo.KEYHM_FNConvertUTCDateToTargetTimeZone(
DATEADD(day, DATEDIFF(day, 0, GETDATE()), dbo.KEYHM_FN_ConvertClarionTimeToHHMM(D.[DYENDTIME])),
@LoggedInHandler), 108) AS [DYENDTIME],
RTRIM(D.[DYSTARTTIME]) AS [DYSTARTTIME1],
RTRIM(D.[DYENDTIME]) AS [DYENDTIME1],
--CONVERT(VARCHAR, DATEADD(ms, 10 * (ISNULL(D.DYSTARTTIME, 0) - 0), CONVERT(VARCHAR, GETDATE(), 112)), 108) AS DYSTARTTIME,
--CONVERT(VARCHAR, DATEADD(ms, 10 * (ISNULL(D.DYENDTIME, 0) - 0), CONVERT(VARCHAR, GETDATE(), 112)), 108) AS DYENDTIME,
--stuff( right(CONVERT(VARCHAR, DATEADD(ms, 10 * (DYSTARTTIME - 1), CONVERT(VARCHAR, GETDATE(), 108)), 109), 15 ), 7, 7, ' ' ) AS DYSTARTTIME,
--stuff( right(CONVERT(VARCHAR, DATEADD(ms, 10 * (DYENDTIME - 1), CONVERT(VARCHAR, getDate(), 108)), 109), 15 ), 7, 7, ' ' ) AS DYENDTIME,
RTRIM(ISNULL(D.[DURATION], 0)) AS DURATION,
RTRIM(ISNULL(D.[ACTIONID], 0)) AS ACTIONID,
RTRIM(ISNULL(D.[ORGINALACTIONID], 0)) AS ORGINALACTIONID,
RTRIM(ISNULL(D.[PRIORITY], '')) AS [PRIORITY],
RTRIM(ISNULL(D.[HIGHLIGHTED], '')) AS HIGHLIGHTED,
RTRIM(ISNULL(D.[MILESTEONETYPE], '')) AS MILESTONETYPE,
RTRIM(ISNULL(D.[ATTACHMENTS], '')) AS ATTACHMENTS,
RTRIM(ISNULL(D.[PROCESSSTATUS], 0)) AS PROCESSSTATUS,
RTRIM(ISNULL(D.[WORKPROCESS], 0)) AS WORKPROCESS,
RTRIM(ISNULL(D.[BILLABLE], 0)) AS BILLABLE,
RTRIM(ISNULL(D.[BILLDESCRIPTION], '')) AS BILLDESCRIPTION,
RTRIM(ISNULL(D.[EMAILADDRESS], '')) AS EMAILADDRESS,
ISNULL(D.[ADDRESSTO], '') AS ADDRESSTO,
ISNULL(D.[CCTo], '') AS CCTo,
ISNULL(D.[BCCTo], '') AS BCCTo,
RTRIM(ISNULL(D.[EMAIL], '')) AS EMAIL,
ISNULL(D.[SUBJECT], '') AS [SUBJECT],
RTRIM(ISNULL([DELEGATIONSTATUS], 0)) AS DELEGATIONSTATUS,
RTRIM(ISNULL([DRAFTBILLNO], 0)) AS DRAFTBILLNO,
RTRIM(ISNULL(D.[CHEQUEREQNO], 0)) AS CHEQUEREQNO,
RTRIM(ISNULL(D.[TxmSent], 0)) AS TxmSent,
RTRIM(ISNULL(D.[Location], '')) AS Location,
RTRIM(ISNULL(D.[HearingType], '')) AS HearingType,
RTRIM(ISNULL(D.[ForCopy], '')) AS ForCopy,
RTRIM(ISNULL(D.[TxmDate], '')) AS TxmDate,
RTRIM(ISNULL(D.[TxmSeqNo], 0)) AS TxmSeqNo,
RTRIM(ISNULL(D.[Flag],0)) AS Flag,
RTRIM(ISNULL(H.[RETIRED],'')) AS Retired,
RTRIM(ISNULL(H.[NAME],'')) AS [Name],
M.[Closed] AS [Closed],
ISNULL(D.[KYC],'N') AS KYC,
ISNULL(S.[Retired],'N') AS ActionRetired,
RTRIM(ISNULL(TA.[Arrangement],'')) AS [Arrangement],
RTRIM(ISNULL(M.[ChargeArrangement],'')) AS [ChargeArrangement],
RTRIM(ISNULL([TA].[DESC], '')) AS [ActionCodeDescription]
FROM
[DIARY] D
LEFT JOIN [Handlers] H ON D.[FNCODE] = H.[CODE]
LEFT JOIN [matters] M ON D.[CASECODE] = M.[Code]
LEFT JOIN [StatusCodes] S ON D.[ACTIONSTATUS] = S.[CODE]
LEFT OUTER JOIN TemplateActions TA ON D.ACTIONCODE = TA.ACTIONCODE
LEFT OUTER JOIN Templates T ON T.[WKCODE] = TA.WKTCODE
WHERE
[ACTIONID] = @ACTIONID
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KEYHM_FetchAllRecentMatterList',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KEYHM_FetchAllRecentMatterList]
GO
CREATE PROCEDURE
[dbo].[KEYHM_FetchAllRecentMatterList]
(@Search NVARCHAR(MAX),
@PageNumber INT,
@PageSize INT)
AS
/*******************************************************************************************************
* Performs a matter search based on search criteria passed in in XML format through @Search. *
* *
* Stored Procedure Name : [dbo].[KEYHM_FetchAllRecentMatterList] *
* Copied from : [dbo].[ky_NETSPXMLMatterSearch2] *
* *
* Modification History: *
* 2019-05-02 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
DECLARE @closed NCHAR(1)
DECLARE @orderby NVARCHAR(50)
DECLARE @order NVARCHAR(4)
DECLARE @howmany INT
DECLARE @handler NVARCHAR(10)
DECLARE @which INT
DECLARE @BitWiseID BIGINT
DECLARE @searchtext VARCHAR(MAX)
DECLARE @searchonlycode VARCHAR(3)
DECLARE @departmentdesc VARCHAR(50)
DECLARE @department VARCHAR(5)
DECLARE @worktypedesc VARCHAR(50)
DECLARE @worktype VARCHAR(5)
DECLARE @filecolourdesc VARCHAR(20)
DECLARE @filecolour VARCHAR(3)
DECLARE @feecode VARCHAR(10)
DECLARE @includename BIT
DECLARE @includedescription BIT
DECLARE @includeaddress BIT
DECLARE @includeemail BIT
DECLARE @includecode BIT
DECLARE @includeoldref BIT
DECLARE @includeuser1 BIT
DECLARE @andorname VARCHAR(3)
DECLARE @andornamevalue VARCHAR(200)
DECLARE @andordescription VARCHAR(3)
DECLARE @andordescriptionvalue VARCHAR(200)
DECLARE @andoraddress VARCHAR(3)
DECLARE @andoraddressvalue VARCHAR(200)
DECLARE @andorcode VARCHAR(3)
DECLARE @andorcodevalue VARCHAR(200)
DECLARE @andorfeecode VARCHAR(3)
DECLARE @andorfeecodevalue VARCHAR(200)
DECLARE @andoroldref VARCHAR(3)
DECLARE @andoroldrefvalue VARCHAR(200)
DECLARE @andordept VARCHAR(3)
DECLARE @andordeptvalue VARCHAR(200)
DECLARE @andoruser1 VARCHAR(3)
DECLARE @andoruser1value VARCHAR(200)
DECLARE @andoruser2 VARCHAR(3)
DECLARE @andoruser2value VARCHAR(200)
DECLARE @andoruser3 VARCHAR(3)
DECLARE @andoruser3value VARCHAR(200)
DECLARE @andoryourref VARCHAR(3)
DECLARE @andoryourrefvalue VARCHAR(200)
DECLARE @andorwtype VARCHAR(3)
DECLARE @andorwtypevalue VARCHAR(200)
DECLARE @iSL INT
DECLARE @StartRow INT;
DECLARE @EndRow INT;
SET @PageNumber = ISNULL(@PageNumber, 0) - 1; -- 0 BASED INDEX
IF(@PageNumber > -1)
BEGIN
SET @StartRow = ((@PageNumber) * @PageSize) + 1;
SET @EndRow = (@StartRow + @PageSize) - 1;
END
BEGIN TRY
EXEC sp_xml_preparedocument @iSL OUTPUT, @Search
END TRY
BEGIN CATCH
EXEC sp_xml_preparedocument @iSL OUTPUT, N''
END CATCH
SELECT @closed = CASE ISNULL(SRC.[closed], N'N')
WHEN N'Y' THEN N'Y'
WHEN N'B' THEN N'B'
ELSE N'N' END,
@orderby = ISNULL(SRC.[orderby], N''),
@order = CASE ISNULL(SRC.[order], N'DESC')
WHEN N'DESC'
THEN N'DESC'
ELSE N'ASC' END,
@howmany = ISNULL(SRC.[howmany], 500),
@handler = ISNULL(SRC.[handler], N''),
@which = CASE ISNULL(SRC.[which], 0)
WHEN 1 THEN 1 --My Matters
WHEN 2 THEN 2 --Recent Matters
ELSE 0 END, --All Matters
@searchtext = ISNULL(SRC.[search], ''),
@searchonlycode = ISNULL(SRC.[searchonlycode], ''),
@departmentdesc = ISNULL(SRC.[dept], ''),
@worktypedesc = ISNULL(SRC.[wtype], ''),
@filecolourdesc = ISNULL(SRC.[colour], ''),
@feecode = ISNULL(SRC.[feecodefilter], ''),
@includeaddress = ISNULL(SRC.[includeaddress], 0),
@includeemail = ISNULL(SRC.[includeemail], 0),
@includecode = ISNULL(SRC.[includecode], 0),
@includedescription = ISNULL(SRC.[includedescription], 0),
@includename = ISNULL(SRC.[includename], 0),
@includeoldref = ISNULL(SRC.[includeoldref], 0),
@includeuser1 = ISNULL(SRC.[includeuser1], 0),
@andorname = ISNULL(SRC.[andorname], ''),
@andornamevalue = ISNULL(SRC.[andornamevalue], ''),
@andordescription = ISNULL(SRC.[andordescription], ''),
@andordescriptionvalue = ISNULL(SRC.[andordescriptionvalue], ''),
@andoraddress = ISNULL(SRC.[andoraddress], ''),
@andoraddressvalue = ISNULL(SRC.[andoraddressvalue], ''),
@andorcode = ISNULL(SRC.[andorcode], ''),
@andorcodevalue = ISNULL(SRC.[andorcodevalue], ''),
@andorfeecode = ISNULL(SRC.[andorfeecode], ''),
@andorfeecodevalue = ISNULL(SRC.[andorfeecodevalue], ''),
@andoroldref = ISNULL(SRC.[andoroldref], ''),
@andoroldrefvalue = ISNULL(SRC.[andoroldrefvalue], ''),
@andordept = ISNULL(SRC.[andordept], ''),
@andordeptvalue = ISNULL(SRC.[andordeptvalue], ''),
@andoruser1 = ISNULL(SRC.[andoruser1], ''),
@andoruser1value = ISNULL(SRC.[andoruser1value], ''),
@andoruser2 = ISNULL(SRC.[andoruser2], ''),
@andoruser2value = ISNULL(SRC.[andoruser2value], ''),
@andoruser3 = ISNULL(SRC.[andoruser3], ''),
@andoruser3value = ISNULL(SRC.[andoruser3value], ''),
@andoryourref = ISNULL(SRC.[andoryourref], ''),
@andoryourrefvalue = ISNULL(SRC.[andoryourrefvalue], ''),
@andorwtype = ISNULL(SRC.[andorwtype], ''),
@andorwtypevalue = ISNULL(SRC.[andorwtypevalue], '')
FROM OPENXML(@iSL, N'search')
WITH ([closed] NCHAR(1) '@closed',
[orderby] NVARCHAR(50) '@orderby',
[order] NVARCHAR(4) '@order',
[howmany] INT '@howmany',
[handler] NVARCHAR(10) '@handler',
[which] INT '@which',
[search] VARCHAR(MAX) '@search',
[searchonlycode] VARCHAR(3) '@searchonlycode',
[dept] VARCHAR(50) '@departmentfilter',
[wtype] VARCHAR(50) '@worktypefilter',
[colour] VARCHAR(20) '@filecolourfilter',
[feecodefilter] VARCHAR(10) '@feecodefilter',
[includeaddress] BIT 'include/includefield[@name="address"]',
[includecode] BIT 'include/includefield[@name="code"]',
[includedescription] BIT 'include/includefield[@name="description"]',
[includename] BIT 'include/includefield[@name="name"]',
[includeoldref] BIT 'include/includefield[@name="oldref"]',
[includeuser1] BIT 'include/includefield[@name="user1"]',
[includeemail] BIT 'include/includefield[@name="email"]',
[andorname] VARCHAR(3) 'andor/andorfield[@name="name"]/@andor',
[andornamevalue] VARCHAR(100) 'andor/andorfield[@name="name"]/@search',
[andordescription] VARCHAR(3) 'andor/andorfield[@name="description"]/@andor',
[andordescriptionvalue] VARCHAR(100) 'andor/andorfield[@name="description"]/@search',
[andoraddress] VARCHAR(3) 'andor/andorfield[@name="address"]/@andor',
[andoraddressvalue] VARCHAR(100) 'andor/andorfield[@name="address"]/@search',
[andorcode] VARCHAR(3) 'andor/andorfield[@name="code"]/@andor',
[andorcodevalue] VARCHAR(100) 'andor/andorfield[@name="code"]/@search',
[andorfeecode] VARCHAR(3) 'andor/andorfield[@name="feecode"]/@andor',
[andorfeecodevalue] VARCHAR(100) 'andor/andorfield[@name="feecode"]/@search',
[andoroldref] VARCHAR(3) 'andor/andorfield[@name="oldref"]/@andor',
[andoroldrefvalue] VARCHAR(100) 'andor/andorfield[@name="oldref"]/@search',
[andordept] VARCHAR(3) 'andor/andorfield[@name="dept"]/@andor',
[andordeptvalue] VARCHAR(100) 'andor/andorfield[@name="dept"]/@search',
[andoruser1] VARCHAR(3) 'andor/andorfield[@name="user1"]/@andor',
[andoruser1value] VARCHAR(100) 'andor/andorfield[@name="user1"]/@search',
[andoruser2] VARCHAR(3) 'andor/andorfield[@name="user2"]/@andor',
[andoruser2value] VARCHAR(100) 'andor/andorfield[@name="user2"]/@search',
[andoruser3] VARCHAR(3) 'andor/andorfield[@name="user3"]/@andor',
[andoruser3value] VARCHAR(100) 'andor/andorfield[@name="user3"]/@search',
[andoryourref] VARCHAR(3) 'andor/andorfield[@name="yourref"]/@andor',
[andoryourrefvalue] VARCHAR(100) 'andor/andorfield[@name="yourref"]/@search',
[andorwtype] VARCHAR(3) 'andor/andorfield[@name="wtype"]/@andor',
[andorwtypevalue] VARCHAR(100) 'andor/andorfield[@name="wtype"]/@search') SRC
IF @filecolourdesc <> ''
BEGIN
SELECT @filecolour = FC.[COLOURCODE]
FROM [dbo].[FileColours] FC WITH (NOLOCK)
WHERE FC.[COLOURDESC] = @filecolourdesc
END
SET @filecolour = ISNULL(@filecolour, '')
IF @departmentdesc <> ''
BEGIN
SELECT @department = DP.[CODE]
FROM [dbo].[Departments] DP WITH (NOLOCK)
WHERE DP.[DESCRIPTION] = @departmentdesc
END
SET @department = ISNULL(@department, '')
IF @worktypedesc <> ''
BEGIN
IF @worktypedesc LIKE 'Unknown Worktype: %'
BEGIN
SELECT @worktype = WT.[CODE]
FROM [dbo].[WorkTypes] WT WITH (NOLOCK)
WHERE 'Unknown Worktype: ' + WT.[CODE] = @worktypedesc
OR WT.[DESC] = @worktypedesc
END
ELSE
BEGIN
SELECT @worktype = WT.[CODE]
FROM [dbo].[WorkTypes] WT WITH (NOLOCK)
WHERE WT.[DESC] = @worktypedesc
END
END
SET @worktype = ISNULL(@worktype, '')
SET @feecode = ISNULL(@feecode, '')
EXEC sp_xml_removedocument @iSL
DECLARE @NCOMMAND NVARCHAR(MAX)
DECLARE @HasWhere BIT
SET @HasWhere = 0
SET @handler = CASE WHEN RTRIM(ISNULL(@handler, '')) = '' THEN 'ADM' ELSE RTRIM(@handler) END
SELECT @BitWiseID = HNG.[BitWiseID]
FROM HandlerNETGroupMembership HNG WITH (NOLOCK)
WHERE HNG.[HANDLER] = CONVERT(VARCHAR(10), @handler)
SET @BitWiseID = ISNULL(@BitWiseID, [dbo].[KEYHM_FN_GetOldPermissions](RTRIM(ISNULL(@handler, ''))))
IF (@handler = 'ADM')
BEGIN
SET @BitWiseID = CONVERT(BIGINT, -1)
END
SET @NCOMMAND = N'
--SELECT ''How Many: '' + CONVERT(VARCHAR(10), @HowMany)
--SELECT ''Handler: '' + @Handler
--SELECT ''BitWise ID: '' + CONVERT(VARCHAR(10), @BitWiseID)
DECLARE @Result TABLE
([id] INT IDENTITY(1, 1) PRIMARY KEY CLUSTERED,
[Code] VARCHAR(20) NOT NULL,
[Name] VARCHAR(256) NOT NULL,
[Description] VARCHAR(200) NOT NULL)
INSERT
INTO @Result
([Code],
[Name],
[Description])
SELECT
SM.[Code] AS [Code],
SM.[Name] AS [Name],
SM.[Description] AS [Description]
FROM [dbo].[SearchMatters] SM WITH (NOLOCK)
CROSS APPLY (SELECT SUBSTRING(CONVERT(VARCHAR, DATEADD(minute, ISNULL(SUM(ISNULL(TDB.[time], 0)), 0), ''19000101''), 108), 1, 5) AS [TOTALTIME]
FROM [dbo].[TimeDayBook] TDB WITH (NOLOCK)
WHERE TDB.[FeeEarn] = @Handler
AND TDB.[matter] = SM.[code]) TTT'
SET @NCOMMAND = @NCOMMAND + N'
LEFT OUTER JOIN [dbo].[RecentMatterList] RML WITH (NOLOCK)
ON RML.[FEE] = @handler
AND RML.[MATTER] = SM.[Code]'
IF (@BitWiseID = 0)
BEGIN
SET @NCOMMAND = @NCOMMAND + N'
WHERE ( SM.[Privileges] = 0
OR SM.[Privileges] = -1)'
END
ELSE IF (@BitWiseID = -1)
BEGIN
SET @NCOMMAND = @NCOMMAND + N'
WHERE 1 = 1'
END
ELSE
BEGIN
SET @NCOMMAND = @NCOMMAND + N'
WHERE SM.[Privileges] & @BitWiseID <> 0'
END
IF (@which = 1)
BEGIN
SET @NCOMMAND = @NCOMMAND + N'
AND SM.[FECode] = @handler'
END
IF (@closed = 'N')
BEGIN
SET @NCOMMAND = @NCOMMAND + N'
AND SM.[Closed] = 0'
END
IF (@closed = 'Y')
BEGIN
SET @NCOMMAND = @NCOMMAND + N'
AND SM.[Closed] = 1'
END
IF (@worktype <> '')
BEGIN
SET @NCOMMAND = @NCOMMAND + N'
AND SM.[WType] = @WorkType'
END
IF (@department <> '')
BEGIN
SET @NCOMMAND = @NCOMMAND + N'
AND SM.[Dept] = @department'
END
IF (@filecolour <> '')
BEGIN
SET @NCOMMAND = @NCOMMAND + N'
AND SM.[FileColour] = @filecolour'
END
IF (@feecode <> '')
BEGIN
SET @NCOMMAND = @NCOMMAND + N'
AND SM.[FECode] = @feecode'
END
DECLARE @SearchIncludes NVARCHAR(MAX)
SET @SearchIncludes = N''
IF (@searchtext <> '')
BEGIN
IF SUBSTRING(@searchtext, 1, 1) <> '%'
BEGIN
SET @searchtext = '%' + @searchtext
END
IF SUBSTRING(@searchtext, LEN(@searchtext), 1) <> '%'
BEGIN
SET @searchtext = @searchtext + '%'
END
SET @searchtext = @searchtext COLLATE SQL_Latin1_General_Cp1251_CS_AS
IF (@includeaddress = 0)
AND (@includecode = 0)
AND (@includedescription = 0)
AND (@includename = 0)
AND (@includeoldref = 0)
AND (@includeuser1 = 0)
AND (@includeemail = 0)
BEGIN
-- This is the standard call - not from Advanced Matter Search, so we search in everything
IF @SearchIncludes <> N''
BEGIN
SET @SearchIncludes = @SearchIncludes + N'
OR '
END
IF @searchonlycode <> 'yes'
BEGIN
SET @SearchIncludes = @SearchIncludes + N'SM.[NCDescription] LIKE @searchtext
OR SM.[Code] LIKE @searchtext
OR SM.[User1] LIKE @searchtext
OR SM.[User2] LIKE @searchtext
OR SM.[User3] LIKE @searchtext
OR SM.[OldRef] LIKE @searchtext
OR SM.[YourRef] LIKE @searchtext
OR SM.[NCName] LIKE @searchtext
OR SM.[NCAddress] LIKE @searchtext
OR SM.[Email] LIKE @searchtext
OR SM.[NCHandlerName] LIKE @searchtext
OR SM.[NCPartnerName] LIKE @searchtext
OR SM.[DeptDescription] LIKE @searchtext
OR SM.[WTypeDescription] LIKE @searchtext
OR SM.[FileColourDescription] LIKE @searchtext
OR SM.[MatterStatusDescription] LIKE @searchtext'
END
ELSE
BEGIN
SET @SearchIncludes = @SearchIncludes + N'SM.[Code] LIKE @searchtext'
END
END
ELSE
BEGIN
IF (@includeaddress = 1)
BEGIN
IF @SearchIncludes <> N''
BEGIN
SET @SearchIncludes = @SearchIncludes + N'
OR '
END
SET @SearchIncludes = @SearchIncludes + N'SM.[NCAddress] LIKE @searchtext'
END
IF (@includecode = 1)
BEGIN
IF @SearchIncludes <> N''
BEGIN
SET @SearchIncludes = @SearchIncludes + N'
OR '
END
SET @SearchIncludes = @SearchIncludes + N'SM.[Code] LIKE @searchtext'
END
IF (@includedescription = 1)
BEGIN
IF @SearchIncludes <> N''
BEGIN
SET @SearchIncludes = @SearchIncludes + N'
OR '
END
SET @SearchIncludes = @SearchIncludes + N'SM.[NCDescription] LIKE @searchtext'
END
IF (@includename = 1)
BEGIN
IF @SearchIncludes <> N''
BEGIN
SET @SearchIncludes = @SearchIncludes + N'
OR '
END
SET @SearchIncludes = @SearchIncludes + N'SM.[NCName] LIKE @searchtext'
END
IF (@includeoldref = 1)
BEGIN
IF @SearchIncludes <> N''
BEGIN
SET @SearchIncludes = @SearchIncludes + N'
OR '
END
SET @SearchIncludes = @SearchIncludes + N'SM.[OldRef] LIKE @searchtext'
END
IF (@includeuser1 = 1)
BEGIN
IF @SearchIncludes <> N''
BEGIN
SET @SearchIncludes = @SearchIncludes + N'
OR '
END
SET @SearchIncludes = @SearchIncludes + N'SM.[User1] LIKE @searchtext'
END
IF (@includeemail = 1)
BEGIN
IF @SearchIncludes <> N''
BEGIN
SET @SearchIncludes = @SearchIncludes + N'
OR '
END
SET @SearchIncludes = @SearchIncludes + N'SM.[Email] LIKE @searchtext'
END
END
END
IF @andoraddress = 'OR'
BEGIN
IF SUBSTRING(@andoraddressvalue, 1, 1) <> '%'
BEGIN
SET @andoraddressvalue = '%' + @andoraddressvalue
END
IF SUBSTRING(@andoraddressvalue, LEN(@andoraddressvalue), 1) <> '%'
BEGIN
SET @andoraddressvalue = @andoraddressvalue + '%'
END
SET @andoraddressvalue = @andoraddressvalue COLLATE SQL_Latin1_General_Cp1251_CS_AS
IF @SearchIncludes <> N''
BEGIN
SET @SearchIncludes = @SearchIncludes + N'
OR '
END
SET @SearchIncludes = @SearchIncludes + N'SM.[NCAddress] LIKE @andoraddressvalue'
END
IF @andorcode = 'OR'
BEGIN
IF CHARINDEX('%', @andorcodevalue, 1) = 0
BEGIN
IF SUBSTRING(@andorcodevalue, 1, 1) <> '%'
BEGIN
SET @andorcodevalue = '%' + @andorcodevalue
END
IF SUBSTRING(@andorcodevalue, LEN(@andorcodevalue), 1) <> '%'
BEGIN
SET @andorcodevalue = @andorcodevalue + '%'
END
END
IF @SearchIncludes <> N''
BEGIN
SET @SearchIncludes = @SearchIncludes + N'
OR '
END
SET @SearchIncludes = @SearchIncludes + N'SM.[Code] LIKE @andorcodevalue'
END
IF @andordept = 'OR'
BEGIN
IF @SearchIncludes <> N''
BEGIN
SET @SearchIncludes = @SearchIncludes + N'
OR '
END
SET @SearchIncludes = @SearchIncludes + N'SM.[Dept]= @andordeptvalue'
END
IF @andordescription = 'OR'
BEGIN
IF SUBSTRING(@andordescriptionvalue, 1, 1) <> '%'
BEGIN
SET @andordescriptionvalue = '%' + @andordescriptionvalue
END
IF SUBSTRING(@andordescriptionvalue, LEN(@andordescriptionvalue), 1) <> '%'
BEGIN
SET @andordescriptionvalue = @andordescriptionvalue + '%'
END
SET @andordescriptionvalue = @andordescriptionvalue COLLATE SQL_Latin1_General_Cp1251_CS_AS
IF @SearchIncludes <> N''
BEGIN
SET @SearchIncludes = @SearchIncludes + N'
OR '
END
SET @SearchIncludes = @SearchIncludes + N'SM.[NCDescription] LIKE @andordescriptionvalue'
END
IF @andorfeecode = 'OR'
BEGIN
IF @SearchIncludes <> N''
BEGIN
SET @SearchIncludes = @SearchIncludes + N'
OR '
END
SET @SearchIncludes = @SearchIncludes + N'SM.[FECode] = @andorfeecodevalue'
END
IF @andorname = 'OR'
BEGIN
IF SUBSTRING(@andornamevalue, 1, 1) <> '%'
BEGIN
SET @andornamevalue = '%' + @andornamevalue
END
IF SUBSTRING(@andornamevalue, LEN(@andornamevalue), 1) <> '%'
BEGIN
SET @andornamevalue = @andornamevalue + '%'
END
SET @andornamevalue = @andornamevalue COLLATE SQL_Latin1_General_Cp1251_CS_AS
IF @SearchIncludes <> N''
BEGIN
SET @SearchIncludes = @SearchIncludes + N'
OR '
END
SET @SearchIncludes = @SearchIncludes + N'SM.[NCName] LIKE @andornamevalue'
END
IF @andoroldref = 'OR'
BEGIN
IF SUBSTRING(@andoroldrefvalue, 1, 1) <> '%'
BEGIN
SET @andoroldrefvalue = '%' + @andoroldrefvalue
END
IF SUBSTRING(@andoroldrefvalue, LEN(@andoroldrefvalue), 1) <> '%'
BEGIN
SET @andoroldrefvalue = @andoroldrefvalue + '%'
END
IF @SearchIncludes <> N''
BEGIN
SET @SearchIncludes = @SearchIncludes + N'
OR '
END
SET @SearchIncludes = @SearchIncludes + N'SM.[OldRef] LIKE @andoroldrefvalue'
END
IF @andoruser1 = 'OR'
BEGIN
IF SUBSTRING(@andoruser1value, 1, 1) <> '%'
BEGIN
SET @andoruser1value = '%' + @andoruser1value
END
IF SUBSTRING(@andoruser1value, LEN(@andoruser1value), 1) <> '%'
BEGIN
SET @andoruser1value = @andoruser1value + '%'
END
IF @SearchIncludes <> N''
BEGIN
SET @SearchIncludes = @SearchIncludes + N'
OR '
END
SET @SearchIncludes = @SearchIncludes + N'SM.[User1] LIKE @andoruser1value'
END
IF @andoruser2 = 'OR'
BEGIN
IF SUBSTRING(@andoruser2value, 1, 1) <> '%'
BEGIN
SET @andoruser2value = '%' + @andoruser2value
END
IF SUBSTRING(@andoruser2value, LEN(@andoruser2value), 1) <> '%'
BEGIN
SET @andoruser2value = @andoruser2value + '%'
END
IF @SearchIncludes <> N''
BEGIN
SET @SearchIncludes = @SearchIncludes + N'
OR '
END
SET @SearchIncludes = @SearchIncludes + N'SM.[User2] LIKE @andoruser2value'
END
IF @andoruser3 = 'OR'
BEGIN
IF SUBSTRING(@andoruser3value, 1, 1) <> '%'
BEGIN
SET @andoruser3value = '%' + @andoruser3value
END
IF SUBSTRING(@andoruser3value, LEN(@andoruser3value), 1) <> '%'
BEGIN
SET @andoruser3value = @andoruser3value + '%'
END
IF @SearchIncludes <> N''
BEGIN
SET @SearchIncludes = @SearchIncludes + N'
OR '
END
SET @SearchIncludes = @SearchIncludes + N'SM.[User3] LIKE @andoruser3value'
END
IF @andorwtype = 'OR'
BEGIN
IF @SearchIncludes <> N''
BEGIN
SET @SearchIncludes = @SearchIncludes + N'
OR '
END
SET @SearchIncludes = @SearchIncludes + N'SM.[WType] = @andorwtypevalue'
END
IF @andoryourref = 'OR'
BEGIN
IF SUBSTRING(@andoryourrefvalue, 1, 1) <> '%'
BEGIN
SET @andoryourrefvalue = '%' + @andoryourrefvalue
END
IF SUBSTRING(@andoryourrefvalue, LEN(@andoryourrefvalue), 1) <> '%'
BEGIN
SET @andoryourrefvalue = @andoryourrefvalue + '%'
END
IF @SearchIncludes <> N''
BEGIN
SET @SearchIncludes = @SearchIncludes + N'
OR '
END
SET @SearchIncludes = @SearchIncludes + N'SM.[YourRef] LIKE @andoryourrefvalue'
END
--SELECT @SearchIncludes
IF @SearchIncludes <> ''
BEGIN
SET @NCOMMAND = @NCOMMAND + N'
AND ( ' + @SearchIncludes + N')'
END
IF @andoraddress = 'AND'
BEGIN
IF SUBSTRING(@andoraddressvalue, 1, 1) <> '%'
BEGIN
SET @andoraddressvalue = '%' + @andoraddressvalue
END
IF SUBSTRING(@andoraddressvalue, LEN(@andoraddressvalue), 1) <> '%'
BEGIN
SET @andoraddressvalue = @andoraddressvalue + '%'
END
SET @andoraddressvalue = @andoraddressvalue COLLATE SQL_Latin1_General_Cp1251_CS_AS
SET @NCOMMAND = @NCOMMAND + N'
AND SM.[NCAddress] LIKE @andoraddressvalue'
END
IF @andorcode = 'AND'
BEGIN
IF SUBSTRING(@andorcodevalue, 1, 1) <> '%'
BEGIN
SET @andorcodevalue = '%' + @andorcodevalue
END
IF SUBSTRING(@andorcodevalue, LEN(@andorcodevalue), 1) <> '%'
BEGIN
SET @andorcodevalue = @andorcodevalue + '%'
END
SET @NCOMMAND = @NCOMMAND + N'
AND SM.[Code] LIKE @andorcodevalue'
END
IF @andordept = 'AND'
BEGIN
SET @NCOMMAND = @NCOMMAND + N'
AND SM.[Dept] = @andordeptvalue'
END
IF @andordescription = 'AND'
BEGIN
IF SUBSTRING(@andordescriptionvalue, 1, 1) <> '%'
BEGIN
SET @andordescriptionvalue = '%' + @andordescriptionvalue
END
IF SUBSTRING(@andordescriptionvalue, LEN(@andordescriptionvalue), 1) <> '%'
BEGIN
SET @andordescriptionvalue = @andordescriptionvalue + '%'
END
SET @andordescriptionvalue = @andordescriptionvalue COLLATE SQL_Latin1_General_Cp1251_CS_AS
SET @NCOMMAND = @NCOMMAND + N'
AND SM.[NCDescription] LIKE @andordescriptionvalue'
END
IF @andorfeecode = 'AND'
BEGIN
SET @NCOMMAND = @NCOMMAND + N'
AND SM.[FECode] = @andorfeecodevalue'
END
IF @andorname = 'AND'
BEGIN
IF SUBSTRING(@andornamevalue, 1, 1) <> '%'
BEGIN
SET @andornamevalue = '%' + @andornamevalue
END
IF SUBSTRING(@andornamevalue, LEN(@andornamevalue), 1) <> '%'
BEGIN
SET @andornamevalue = @andornamevalue + '%'
END
SET @andornamevalue = @andornamevalue COLLATE SQL_Latin1_General_Cp1251_CS_AS
SET @NCOMMAND = @NCOMMAND + N'
AND SM.[NCName] LIKE @andornamevalue'
END
IF @andoroldref = 'AND'
BEGIN
IF SUBSTRING(@andoroldrefvalue, 1, 1) <> '%'
BEGIN
SET @andoroldrefvalue = '%' + @andoroldrefvalue
END
IF SUBSTRING(@andoroldrefvalue, LEN(@andoroldrefvalue), 1) <> '%'
BEGIN
SET @andoroldrefvalue = @andoroldrefvalue + '%'
END
SET @NCOMMAND = @NCOMMAND + N'
AND SM.[OldRef] LIKE @andoroldrefvalue'
END
IF @andoruser1 = 'AND'
BEGIN
IF SUBSTRING(@andoruser1value, 1, 1) <> '%'
BEGIN
SET @andoruser1value = '%' + @andoruser1value
END
IF SUBSTRING(@andoruser1value, LEN(@andoruser1value), 1) <> '%'
BEGIN
SET @andoruser1value = @andoruser1value + '%'
END
SET @NCOMMAND = @NCOMMAND + N'
AND SM.[User1] LIKE @andoruser1value'
END
IF @andoruser2 = 'AND'
BEGIN
IF SUBSTRING(@andoruser2value, 1, 1) <> '%'
BEGIN
SET @andoruser2value = '%' + @andoruser2value
END
IF SUBSTRING(@andoruser2value, LEN(@andoruser2value), 1) <> '%'
BEGIN
SET @andoruser2value = @andoruser2value + '%'
END
SET @NCOMMAND = @NCOMMAND + N'
AND SM.[User2] LIKE @andoruser2value'
END
IF @andoruser3 = 'AND'
BEGIN
IF SUBSTRING(@andoruser3value, 1, 1) <> '%'
BEGIN
SET @andoruser3value = '%' + @andoruser3value
END
IF SUBSTRING(@andoruser3value, LEN(@andoruser3value), 1) <> '%'
BEGIN
SET @andoruser3value = @andoruser3value + '%'
END
SET @NCOMMAND = @NCOMMAND + N'
AND SM.[User3] LIKE @andoruser3value'
END
IF @andorwtype = 'AND'
BEGIN
SET @NCOMMAND = @NCOMMAND + N'
AND SM.[WType] = @andorwtypevalue'
END
IF @andoryourref = 'AND'
BEGIN
IF SUBSTRING(@andoryourrefvalue, 1, 1) <> '%'
BEGIN
SET @andoryourrefvalue = '%' + @andoryourrefvalue
END
IF SUBSTRING(@andoryourrefvalue, LEN(@andoryourrefvalue), 1) <> '%'
BEGIN
SET @andoryourrefvalue = @andoryourrefvalue + '%'
END
SET @NCOMMAND = @NCOMMAND + N'
AND SM.[YourRef] LIKE @andoryourrefvalue'
END
--SELECT @orderby, @order
SET @NCOMMAND = @NCOMMAND + N'
ORDER BY ' + CASE @orderby
WHEN N'description'
THEN N'CASE WHEN SM.[Description] = ''''
THEN 1
ELSE 0 END,
SM.[Description] ' + @order + N',
SM.[Code] ' + @order
WHEN N'Code'
THEN N'CASE WHEN SM.[Code] = ''''
THEN 1
ELSE 0 END,
SM.[Code] ' + @order
WHEN N'Name'
THEN N'CASE WHEN SM.[Name] = ''''
THEN 1
ELSE 0 END,
SM.[Name] ' + @order + N',
SM.[Code] ' + @order
WHEN N'Address'
THEN N'CASE WHEN SM.[Address] = ''''
THEN 1
ELSE 0 END,
SM.[Address] ' + @order + N',
SM.[Code] ' + @order
WHEN N'Email'
THEN N'CASE WHEN SM.[Email] = ''''
THEN 1
ELSE 0 END,
SM.[Email] ' + @order + N',
SM.[Code] ' + @order
WHEN N'PhoneNumber'
THEN N'CASE WHEN SM.[PhoneNumber] = ''''
THEN 1
ELSE 0 END,
SM.[PhoneNumber] ' + @order + N',
SM.[Code] ' + @order
WHEN N'user1'
THEN N'CASE WHEN SM.[User1] = ''''
THEN 1
ELSE 0 END,
SM.[User1] ' + @order + N',
SM.[Code] ' + @order
WHEN N'user2'
THEN N'CASE WHEN SM.[User2] = ''''
THEN 1
ELSE 0 END,
SM.[User2] ' + @order + N',
SM.[Code] ' + @order
WHEN N'user3'
THEN N'CASE WHEN SM.[User3] = ''''
THEN 1
ELSE 0 END,
SM.[User3] ' + @order + N',
SM.[Code] ' + @order
WHEN N'yourref'
THEN N'CASE WHEN SM.[YourRef] = ''''
THEN 1
ELSE 0 END,
SM.[YourRef] ' + @order + N',
SM.[Code] ' + @order
WHEN N'OldRef'
THEN N'CASE WHEN SM.[OldRef] = ''''
THEN 1
ELSE 0 END,
SM.[OldRef] ' + @order + N',
SM.[Code] ' + @order
WHEN N'FileNum'
THEN N'CASE WHEN SM.[FileNum] = 0
THEN 1
ELSE 0 END,
SM.[FileNum] ' + @order + N',
SM.[Code] ' + @order
WHEN N'department'
THEN N'CASE WHEN SM.[DeptDescription] = ''''
THEN 1
ELSE 0 END,
SM.[DeptDescription] ' + @order + N',
SM.[Code] ' + @order
WHEN N'Dept'
THEN N'CASE WHEN SM.[DeptDescription] = ''''
THEN 1
ELSE 0 END,
SM.[DeptDescription] ' + @order + N',
SM.[Code] ' + @order
WHEN N'worktype'
THEN N'CASE WHEN SM.[WTypeDescription] = ''''
THEN 1
ELSE 0 END,
SM.[WTypeDescription] ' + @order + N',
SM.[Code] ' + @order
WHEN N'FeeCode'
THEN N'CASE WHEN SM.[FECode] = ''''
THEN 2
WHEN SM.[FECode] = ''ADM''
THEN 1
ELSE 0 END,
SM.[FECode] ' + @order + N',
SM.[Code] ' + @order
WHEN N'FeeEarner'
THEN N'CASE WHEN SM.[HandlerName] = '''' AND SM.[FECode] = ''''
THEN 3
WHEN SM.[HandlerName] = ''''
THEN 2
WHEN SM.[HandlerName] = ''Admin''
THEN 1
ELSE 0 END,
SM.[HandlerName] ' + @order + N',
SM.[Code] ' + @order
WHEN N'FileColour_Fld'
THEN N'CASE WHEN SM.[FileColourDescription] = ''''
THEN 1
ELSE 0 END,
SM.[FileColourDescription] ' + @order + N',
SM.[Code] ' + @order
WHEN N'FileColour'
THEN N'CASE WHEN SM.[FileColourDescription] = ''''
THEN 1
ELSE 0 END,
SM.[FileColourDescription] ' + @order + N',
SM.[Code] ' + @order
WHEN N'started'
THEN N'SM.[Started] ' + @order + N',
SM.[Code] ' + @order
WHEN N'LastAccessed'
THEN N'CASE WHEN RML.[DateField] IS NULL
THEN 1
ELSE 0 END,
RML.[DateField] ' + @order + N',
SM.[Code] ' + @order
WHEN N'closedate'
THEN N'CASE WHEN SM.[CloseDate] IS NULL
THEN 1
ELSE 0 END,
SM.[CloseDate] ' + @order + N',
SM.[Code] ' + @order
WHEN N'orgcloseddate'
THEN N'CASE WHEN SM.[orgcloseddate] IS NULL
THEN 1
ELSE 0 END,
SM.[orgcloseddate] ' + @order + N',
SM.[Code] ' + @order
WHEN N'casestatusdesc'
THEN N'CASE WHEN SM.[MatterStatusDescription] IS NULL
THEN 1
ELSE 0 END,
SM.[MatterStatusDescription] ' + @order + N',
SM.[Code] ' + @order
ELSE CASE WHEN @Which <> 2
THEN N'SM.[Code] ' + @order
ELSE N'CASE WHEN RML.[DateField] IS NULL
THEN 1
ELSE 0 END,
RML.[DateField] DESC,
SM.[Code] ' + @order END END
SET @NCOMMAND = @NCOMMAND + N'
SELECT * FROM(
SELECT ROW_NUMBER() OVER(ORDER BY [RES].[id]) AS [RowNumber],
[RES].[Code],
[RES].[Name],
[RES].[Description]
FROM
@Result [RES])AS MatterTable WHERE MatterTable.[RowNumber] BETWEEN @StartRow AND @EndRow ORDER BY MatterTable.[RowNumber] ASC
SELECT
COUNT([RES].[id]) AS [TotalRecord]
FROM
@Result [RES]'
--SELECT @NCOMMAND
EXECUTE sp_executesql @NCOMMAND,
N'@HowMany INT,
@BitWiseID BIGINT,
@Handler VARCHAR(10),
@WorkType VARCHAR(5),
@department VARCHAR(5),
@filecolour VARCHAR(3),
@feecode VARCHAR(10),
@searchtext VARCHAR(MAX),
@andoraddressvalue VARCHAR(200),
@andorcodevalue VARCHAR(200),
@andordeptvalue VARCHAR(200),
@andordescriptionvalue VARCHAR(200),
@andorfeecodevalue VARCHAR(200),
@andornamevalue VARCHAR(200),
@andoroldrefvalue VARCHAR(200),
@andoruser1value VARCHAR(200),
@andoruser2value VARCHAR(200),
@andoruser3value VARCHAR(200),
@andorwtypevalue VARCHAR(200),
@andoryourrefvalue VARCHAR(200),
@StartRow INT,
@EndRow INT',
@Howmany,
@BitWiseID,
@handler,
@worktype,
@department,
@filecolour,
@feecode,
@searchtext,
@andoraddressvalue,
@andorcodevalue,
@andordeptvalue,
@andordescriptionvalue,
@andorfeecodevalue,
@andornamevalue,
@andoroldrefvalue,
@andoruser1value,
@andoruser2value,
@andoruser3value,
@andorwtypevalue,
@andoryourrefvalue,
@StartRow,
@EndRow
END
GO
IF OBJECT_ID(N'KEYHM_FetchContactForEdit_KEYHM',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KEYHM_FetchContactForEdit_KEYHM]
GO
CREATE PROCEDURE
[dbo].[KEYHM_FetchContactForEdit_KEYHM]
(@Code VARCHAR(20),
@Handler VARCHAR(10),
@SearchText VARCHAR(4000))
AS
/***************************************************************************************************************
* This stored procedure is used to FETCH CLIENT and OTHER details by Contact Code to update details *
* for Keyhouse Mobile App *
* *
* Stored Procedure Name: [dbo].[KEYHM_FetchContactForEdit_KEYHM] *
* Copied from : [dbo].[ky_NETCONFetchContactForEdit] *
* *
* Modification History: *
* 2019-04-26 Vinodhan K Created *
* 2019-07-01 Vinodhan K Full name will be filled with Firstname and Surname if its empty or null *
* 2024-10-18 Ponni M DOB and Marriagedate field length changed from varchar(11) to varchar(12) *
***************************************************************************************************************/
BEGIN
SET NOCOUNT ON
--Client Details
SELECT [CON].[Code],
[CON].[Name],
[CON].[Address],
[CON].[Salut],
[CON].[Tel],
[CON].[Fax],
[CON].[Email],
[CON].[Principal],
[CON].[FE],
[CON].[Nation],
[CON].[Spouse],
CONVERT(VARCHAR(10), [CON].[DOB], 112) AS [DOB],
CONVERT(VARCHAR(10), [CON].[SpouseDOB], 112) AS [SpouseDOB],
[CON].[Introducer],
[CON].[IntroFE],
[CON].[Comments],
CASE WHEN ISNULL([CON].[Corporate], 'N') = 'Y'
THEN '1'
ELSE '0' END AS [Corporate],
CONVERT(VARCHAR(10),
[CON].[DateOfMarriage],
112) AS [DateOfMarriage],
CASE WHEN ISNULL([CON].[SpouseDead], 'N') = 'Y'
THEN '1'
ELSE '0' END AS [IsDead],
CASE WHEN ISNULL([CON].[Separated], 'N') = 'Y'
THEN '1'
ELSE '0' END AS [IsSeparated],
[CON].[HowSeparated],
[CON].[Partner],
CONVERT(VARCHAR(10), [CON].[PartnerSince], 112) AS [PartnerSince],
[CON].[Occupation],
[CON].[OtherRef],
[CON].[ChargeArrangement],
[CON].[BillingMethod],
[CON].[Approved] AS [Approved],
[CON].[SpousePPS],
[CON].[ClientGroup],
[CON].[ClientVATNo],
CASE WHEN ISNULL([CON].[ChargeOutRateInd], 'N') = 'Y'
THEN '1'
ELSE '0' END AS [ChargeOutRateInd],
[CON].[TaxType],
[CLT].[CLGRP],
[CLT].[ClLegalName] AS [ClLegalName],
[CLT].[CllegalAddr] AS [CllegalAddr],
[CLT].[CLTEL] AS [CLTEL],
[CLT].[CLMobNo],
[CLT].[CLMartialCde],
[CLT].[CLOccupCDE],
[CLT].[CLEmployer],
[CLT].[CLContactCde],
[CLT].[DcoumentFolder] AS [DcoumentFolder],
[CON].[CompFrequency],
CASE WHEN ISNULL([CON].[InActive], 'N') = 'Y'
THEN '1'
ELSE '0' END AS [IsDeceased],
CONVERT(VARCHAR(10), [CON].DateInActive, 112) AS [DOD],
[CON].[RSINo] AS [PPSNo],
CASE WHEN ISNULL([CON].[Statements], 'N') = 'Y'
THEN '1'
ELSE '0' END AS [IsStatement],
CASE WHEN ISNULL([CON].[Inactive], 'N') = 'Y'
THEN '1'
ELSE '0' END AS [InActive],
CONVERT(VARCHAR(10), [CON].[DateInactive], 112) AS [Dateinactive],
CONVERT(VARCHAR(10), [CON].[LastAR], 112) AS [LastAr],
[CON].[CRONumber],
[CON].[CompanyWebSite],
[CON].[OtherAddress],
[CON].[County],
[CON].[PostalCode],
[CON].[CompMatter],
[CON].[BankName],
[CON].[BankAddress],
[CON].[BankSortCode],
[CON].[BankAccNo],
[CON].[IBan],
[CON].[Bic],
[CON].[EnvelopeName],
[CON].[ChargeLevel] AS [ChargeLevel],
[CON].[WarningMsg] AS [WarningMessage],
ISNULL([CON].[DisallowNewMatter], 0) AS [DisallowNewMatter],
ISNULL([MC].[Retired], 'N') AS [Retired],
[DXAddress] AS [DXAddress],
[SecondaryEmail] AS [SecondaryEmail],
REPLACE(ISNULL([FC].[Retired], 'N'),' ','N') AS [FeeEarnerRetired],
[CON].[Password],
CASE WHEN ISNULL([CON].[RemoteAccess], 'N') = 'Y'
THEN '1'
ELSE '0' END AS [RemoteAccess],
ISNULL([CON].[BankType], '') AS [BankType]
FROM [dbo].[matters] [MAT]
LEFT OUTER JOIN [dbo].[Contacts] [CON]
ON [CON].[Code] = [MAT].[ClientCode]
LEFT OUTER JOIN [dbo].[client] [CLT]
LEFT OUTER JOIN [dbo].[MiscCodes] [MC]
ON [MC].[CDECODE] = [CLT].[ClMartialCde]
ON [CLT].[CLCODE] = [MAT].[ClientCode]
LEFT OUTER JOIN [dbo].[FeeEarnerCodes] [FC]
ON [FC].[Code] = [CON].[FE]
WHERE [MAT].[Code] = @Code
--Other Contacts
DECLARE @ClientCode VARCHAR(20)
SET @ClientCode = (SELECT TOP 1 [MAT].[ClientCode]
FROM [dbo].[matters] [MAT]
WHERE [MAT].[Code] = @Code)
SELECT [CC].[CLINITS] AS [Initials],
CASE
WHEN
ISNULL(CC.[CLNAMECON], '') = '' OR CC.[CLNAMECON] = ''
THEN
[CC].[FIRSTNAME] + ' ' + [CC].[SURNAME]
ELSE
[CC].[CLNAMECON]
END AS [FullName],
[CC].[HomePhone] AS [HomePhone],
[CC].[WorkPhone] AS [WorkPhone],
[CC].[Mobile] AS [Mobile],
[CC].[FIRSTNAME] AS [FirstName],
[CC].[SURNAME] AS [Surname],
[CC].[CLSALUTE] AS [Salutation],
[CC].[PPSNo] AS [PPSNumber],
[CC].[CLTITLE] AS [Title],
[CC].[Address],
[CC].[EmailAddress],
CONVERT(VARCHAR(12), [CC].[DOB], 106) AS [DOB],
CONVERT(VARCHAR(12), [CC].[MarrigeDate], 106) AS [MarriageDate],
[CC].[Occupation],
[CC].[DateofDeath] AS [DateOfDeath],
[MC].[CDEDESC] AS [MaritalStatus],
[CC].[MartialStatus] AS [MStatus],
[CC].[FaxNumber],
[CC].[PostalCode],
[CC].[County],
[CC].[CLNUMCONTACT],
[CC].[DXREF]
FROM [dbo].[ClientContacts] [CC]
LEFT OUTER JOIN [dbo].[MiscCodes] [MC]
ON [MC].[CDECODE] = [CC].[MartialStatus]
AND [MC].[CDETYPE] = 'MRS'
WHERE [CC].[CLCODE] = @ClientCode
AND (
@SearchText = ''
OR
([CC].[CLNAMECON] LIKE '%' + @SearchText + '%')
)
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_FetchDiaryAttachments'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_FetchDiaryAttachments]
END
GO
CREATE PROCEDURE
[dbo].[KEYHM_FetchDiaryAttachments]
(@DIARYID Integer,
@Handler VARCHAR(10))
/*******************************************************************************************************
* This procedure is used load the data for TaskAddAction page Attachment Grid. *
* *
* Stored Procedure Name : [dbo].[KEYHM_FetchDiaryAttachments] *
* Copied from : [dbo].[ky_NETCCFetchDiaryAttachments] *
* *
* Modification History : *
* 2019-04-12 Vinodhan K Created *
* 2021-08-04 Arun V Have added Last access field from diary attachment access table *
* 2021-08-05 Arun V correct the last access value if null, returned document date intead *
* new date *
* 2023-03-01 Vignesh Fix for empty TrackRef & Upload issue at 0% - PROD issue *
*******************************************************************************************************/
AS
BEGIN
SET NOCOUNT ON
INSERT
INTO [dbo].[DiaryAttachmentAccess]
([TrackReference],
[Handler],
[Comment])
SELECT [DAT].[TrackReference],
@Handler,
'Listed for Action'
FROM [dbo].[DiaryAttachmentSelector] [DAT]
WHERE [DAT].[ActionID] = @DIARYID
SELECT [DAT].[DiaryID] AS [DIARYID],
[DAT].[TRACKREFERENCE] AS [TRACKREFERENCE],
RTRIM(ISNULL([DAT].[CASECODE], '')) AS [CASECODE],
RTRIM(ISNULL([DAT].[NAME], '')) AS [NAME],
RTRIM(ISNULL([DAT].[DOCUMENT], '')) AS [DOCUMENT],
CASE WHEN [UNC].[UNC] IS NULL
THEN RTRIM(ISNULL([DAT].[FILEPATH], ''))
ELSE [UNC].[UNC]
+ SUBSTRING(RTRIM(ISNULL([DAT].[FILEPATH],
'')),
3,
LEN(RTRIM(ISNULL([DAT].[FILEPATH],
'')))
- 2) END AS [FILEPATH],
CASE WHEN [UNC].[UNC] IS NULL
THEN RTRIM(ISNULL([DAT].[FILEPATH], ''))
ELSE [UNC].[UNC]
+ SUBSTRING(RTRIM(ISNULL([DAT].[FILEPATH],
'')),
3,
LEN(RTRIM(ISNULL([DAT].[FILEPATH],
'')))
- 2) END AS [LFILEPATH],
RTRIM(ISNULL([DAT].[TYPE], '')) AS [TYPE],
RTRIM(ISNULL([DCL].[CLASSCODE], '')) AS [DOCCLASS],
RTRIM(ISNULL([DCL].[CLASSDESCRIPTION], '')) AS [DOCCLASSDESC],
CONVERT(VARCHAR, [DAT].[DATEENTERED], 20) AS [DATEENTERED],
RTRIM(ISNULL([DAT].[DOCCLASS], '')) AS [DOCCLASS],
--CONVERT(VARCHAR, [DAT].[DiaryDate], 20) AS [LASTACCESSDATE],
RTRIM(ISNULL([DAT].[SOURCE], '')) AS [Source],
[DV].[CurrentVersion] AS [CurrentVersion],
RTRIM(ISNULL([DX].[IMDocID], '')) AS [IMDocID],
[MAT].[uniqueid] AS [UniqueId],
[DLA].[AccessDate] AS [LASTACCESSDATE]
FROM [dbo].[DiaryAttachments] [DAT]
LEFT JOIN [dbo].[diary] [DIA]
INNER JOIN [dbo].[matters] [MAT]
ON [MAT].[Code] = [DIA].[CASECODE]
ON [DIA].[ActionID] = [DAT].[DiaryID]
CROSS APPLY (SELECT ISNULL(MAX([DAV].[Version]), 0) + 1 AS [CurrentVersion]
FROM [dbo].[DiaryAttachmentVersioning] [DAV]
WHERE [DAV].[TrackReference] = [DAT].[TRACKREFERENCE]) DV
LEFT OUTER JOIN [dbo].[DocumentClasses] [DCL]
ON [DCL].[CLASSCODE] = [DAT].[DOCCLASS]
LEFT OUTER JOIN [dbo].[UNCAlias] [UNC]
ON SUBSTRING([DAT].[FilePath], 2, 1) = ':'
AND [UNC].[Drive] = SUBSTRING([DAT].[FilePath], 1, 1)
LEFT OUTER JOIN [dbo].[DAIMXRef] [DX]
ON [DX].[TrackReference] = [DAT].[TRACKREFERENCE]
CROSS APPLY (SELECT ISNULL(MAX([DAA].[AccessDate]), [DAT].[DATEENTERED]) AS [AccessDate]
FROM [dbo].[DiaryAttachmentAccess] [DAA]
WHERE [DAA].[TrackReference] = [DAT].[TRACKREFERENCE] AND
[DAA].[Comment] = 'Updated') DLA
WHERE [DAT].[DiaryID] = @DIARYID
ORDER BY [DAT].[TRACKREFERENCE] DESC
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_FetchDiaryByMatterCode'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_FetchDiaryByMatterCode]
END
GO
CREATE PROCEDURE
[dbo].[KEYHM_FetchDiaryByMatterCode]
(@Matter VARCHAR(20),
@Search VARCHAR(200) = NULL,
@PageNumber INT = NULL,
@PageSize INT = NULL,
@ActionTypeXML XML = NULL,
@PriorityXML XML = NULL,
@FlagXML XML = NULL,
@DateXML XML = NULL,
@LoggedInHandler VARCHAR(10) = NULL )
AS
/*************************************************************************************************************
* *
* [dbo].[KEYHM_FetchDiaryByMatterCode] *
* *
* Fetch Diary Items by Matter Code, with support for pagination and for filtering on ActionType, *
* Priority and/or Flag. *
* *
* @Search can be any string. Wildcard % will be appended at start and finish *
* @ActionTypeXML: example - '' *
* @PriorityXML: example - '' *
* @DateXML: example - '' *
* @FlagXML: example- '' *
* *
* Compatibility information - PLEASE update older versions if necessary to ensure the compatible software *
* remains fully functional *
* ***************************************************************************************************** *
* * * *
* * Supersedes: [dbo].[ky_NETCASEDIARYFetchDiarybyMatterCode] * *
* * Original: [dbo].[ky_NETSPFetchDiaryByMatterCode] * *
* * First compatible version: 5.7.2.1 * *
* * Last compatible software version: - * *
* * Superseded by: - * *
* * * *
* ***************************************************************************************************** *
* *
* Modification History *
* 2019-04-02 Pino Carafa Created *
* 2019-04-30 Pino Carafa Added Subject search and Date Range *
* 2019-05-21 Saravanan Performance tuning done *
* 2019-05-29 Arun KEYHM-402 - Sorting order was correct till @FOUND table *
variable(Line No: 232), after this, few column have joined for desired *
output, at that time, sorting order gets changed, so explicitily have *
soredted by id column after join operation completed(Line no: 380). *
* 2019-10-23 Vinodhan If Flag is null, it be replaced with 0 and filtered while filtering the
case diary data *
soredted by id column after join operation completed(Line no: 380). *
* 2019-10-29 Arun Have used KEYHM_FNConvertUTCDateToTargetTimeZone function to convert *
action date to utc *
*************************************************************************************************************/
BEGIN
SET NOCOUNT ON
DECLARE @ShowFromToSynopsis BIT
DECLARE @FromDate DATETIME
DECLARE @ToDate DATETIME
SET @ShowFromToSynopsis = CASE WHEN ISNULL((SELECT TOP 1
[SET].[KeyValue]
FROM [dbo].[Settings] [SET]
WHERE [SET].[KeyName] = 'ShowFromToSynopsis'),
'True') = 'False'
THEN 0
ELSE 1 END
-- Convert @ActionTypesXML etc into Table Variables for easier reference in later scripts START
DECLARE @ACTIONTYPES TABLE
([ActionType] VARCHAR(1) PRIMARY KEY)
DECLARE @ACTIONTYPESFILTERED BIT
SET @ACTIONTYPESFILTERED = 0 --Squeeze the last little bit of performance out of this
DECLARE @PRIORITIES TABLE
([Priority] VARCHAR(1) PRIMARY KEY)
DECLARE @PRIORITIESFILTERED BIT
SET @PRIORITIESFILTERED = 0 --Squeeze the last little bit of performance out of this
DECLARE @Flags TABLE
([Flag] TINYINT PRIMARY KEY)
DECLARE @FLAGSFILTERED BIT
SET @FLAGSFILTERED = 0 --Squeeze the last little bit of performance out of this
IF NOT (@DateXML IS NULL)
IF NOT (CONVERT(VARCHAR(MAX), @DateXML) = '')
BEGIN
SELECT [FromDate], [ToDate]
FROM (SELECT [DT].[COL].value('@FromDate', 'DATETIME') AS [FromDate], -- Use >= for comparison
DATEADD(DAY, 1, [DT].[COL].value('@ToDate', 'DATETIME')) AS [ToDate] -- Add 1 Day to ToDate so that we can use < for comparison
FROM @DateXML.nodes('/Dates') AS [DT]([COL])) [DTP]
END
IF NOT (@ActionTypeXML IS NULL)
IF NOT (CONVERT(VARCHAR(MAX), @ActionTypeXML) = '')
BEGIN
INSERT
INTO @ACTIONTYPES
([ActionType])
SELECT [ActionType]
FROM (SELECT [AT].[COL].value('@Value', 'VARCHAR(10)') AS [ActionType]
FROM @ActionTypeXML.nodes('/ActionType') AS [AT]([COL])) [ATP]
SELECT @ACTIONTYPESFILTERED = CASE COUNT(1) WHEN 0 THEN 0 ELSE 1 END FROM @ACTIONTYPES
END
--Select * from @ActionTypes
IF NOT (@PriorityXML IS NULL)
IF NOT (CONVERT(VARCHAR(MAX), @PriorityXML) = '')
BEGIN
INSERT
INTO @PRIORITIES
([Priority])
SELECT [Priority]
FROM (SELECT [PT].[COL].value('@Value', 'VARCHAR(10)') AS [Priority]
FROM @PriorityXML.nodes('/Priority') AS [PT]([COL])) [PTY]
SELECT @PRIORITIESFILTERED = CASE COUNT(1) WHEN 0 THEN 0 ELSE 1 END FROM @PRIORITIES
END
IF NOT (@FlagXML IS NULL)
IF NOT (CONVERT(VARCHAR(MAX), @FlagXML) = '')
BEGIN
INSERT
INTO @Flags
([Flag])
SELECT [Flag]
FROM (SELECT [FG].[COL].value('@Value', 'INT') AS [Flag]
FROM @FlagXML.nodes('/Flag') AS [FG]([COL])) [FLG]
SELECT @FLAGSFILTERED = CASE COUNT(1) WHEN 0 THEN 0 ELSE 1 END FROM @Flags
END
-- Convert @ActionTypesXML etc into Table Variables for easier reference in later scripts END
-- Set @SearchText to NULL if nothing entered, otherwise ensure search starts and ends with
-- a wildcard character % - START
DECLARE @SEARCHTEXT VARCHAR(202)
SET @SearchText = CASE WHEN RTRIM(ISNULL(@Search, '')) = '' THEN NULL ELSE RTRIM(ISNULL(@Search, '')) END
IF @SearchText IS NOT NULL
BEGIN
IF SUBSTRING(@SearchText, 1, 1) <> '%'
BEGIN
SET @SearchText = '%' + @SearchText
END
IF SUBSTRING(@SearchText, LEN(@SearchText), 1) <> '%'
BEGIN
SET @SearchText = @SearchText + '%'
END
END
-- Set @SearchText to NULL if nothing entered, otherwise ensure search starts and ends with
-- a wildcard character % - END
-- Avoid Unnecessary Join START
DECLARE @ChargeArrangement VARCHAR(3)
SELECT @ChargeArrangement = RTRIM(ISNULL([MAT].[ChargeArrangement], '')) FROM [dbo].[matters] [MAT] WHERE [MAT].[Code] = @Matter
-- Avoid Unnecessary Join END
--SELECT ActionType FROM #ACTIONTYPES
-- Table to contain all matching ActionIDs in the desired order
DECLARE @FOUND TABLE
([id] INT IDENTITY(1, 1) PRIMARY KEY,
[ActionID] INT)
-- Insert ONLY the Primary Keys into the @FOUND Table so that it's much faster to retrieve only the requested page - Performance!
INSERT
INTO @FOUND
([ActionID])
SELECT [DIA].[ActionID]
FROM [dbo].[diary] [DIA]
LEFT OUTER JOIN [dbo].[Handlers] [FN]
ON [FN].[CODE] = [DIA].[FNCODE]
WHERE [DIA].[CASECODE] = @Matter
-- -- Use the CASE Construct to ensure it doesn't perform the PATINDEX unless it's actually necessary - Performance!
AND CASE WHEN @SEARCHTEXT IS NULL
THEN 0
WHEN PATINDEX(@SEARCHTEXT, [DIA].[TEXT1]) > 0
THEN 0
WHEN PATINDEX(@SEARCHTEXT, [DIA].[SUBJECT]) > 0
THEN 0
WHEN [FN].[NAME] IS NULL
THEN 1
WHEN PATINDEX(@SEARCHTEXT, [FN].[NAME]) > 0
THEN 0
ELSE 1 END = 0
-- Use the CASE Construct to ensure it doesn't perform SELECT until an actual filter is specified - Performance!
AND CASE WHEN @FromDate IS NULL
THEN 0
WHEN [DIA].[DATE] >= @FromDate
THEN 0
ELSE 1 END = 0
-- Use the CASE Construct to ensure it doesn't perform SELECT until an actual filter is specified - Performance!
AND CASE WHEN @ToDate IS NULL
THEN 0
WHEN [DIA].[DATE] < @ToDate
THEN 0
ELSE 1 END = 0
-- Use the CASE Construct to ensure it doesn't perform SELECT until an actual filter is specified - Performance!
AND (@ACTIONTYPESFILTERED = 0 Or ([DIA].[ActionType] in (SELECT * FROM @ACTIONTYPES)))
-- -- Use the CASE Construct to ensure it doesn't perform SELECT until an actual filter is specified - Performance!
AND (@PRIORITIESFILTERED = 0 OR ([DIA].[Priority] IN (SELECT * FROM @Priorities)))
-- -- Use the CASE Construct to ensure it doesn't perform SELECT until an actual filter is specified - Performance!
AND (@FLAGSFILTERED = 0 OR (ISNULL([DIA].[Flag], 0) IN (SELECT * FROM @Flags)))
-- The Order By Clause is only required here, as further down the @FOUND table will return values ordered by [id]
-- which is the exact order they were entered into it here - Again, Performance!
ORDER BY [DIA].[CASECODE] ASC,
[DIA].[STATUS] ASC,
[DIA].[DATE] DESC,
[DIA].[DYSTARTTIME] DESC,
[DIA].[ACTIONID] DESC
--for debugging uncomment this below line, after completion please dont forget to uncomment
--select * from @FOUND
DECLARE @TOTAL INT
SET @TOTAL = (SELECT COUNT(1) FROM @FOUND)
SELECT @TOTAL AS [TotalRecords]
declare @HandlerTimeZone nvarchar(100)
-- Only do the full SELECT with all columns when returning the actual result set. Driven from @FOUND
SELECT --[FND].[id],
RTRIM(ISNULL([DIA].[CASECODE], '')) AS [CASECODE],
--CONVERT(VARCHAR, [DIA].[DATE], 20) AS [DATE],
--CONVERT(VARCHAR(5), [DIA].[DATE], 108) AS [Time],
dbo.KEYHM_FNConvertUTCDateToTargetTimeZone([DIA].[DATE], @LoggedInHandler) AS [DATE],
CONVERT(VARCHAR(5),dbo.KEYHM_FNConvertUTCDateToTargetTimeZone([DIA].[DATE], @LoggedInHandler), 108) AS [Time],
RTRIM(ISNULL([DIA].[STATUS], 0)) AS [DStatus],
RTRIM(ISNULL([DIA].[ACTIONCODE], '')) AS [ACTIONCODE],
RTRIM(ISNULL([DIA].[ACTIONTYPE], '')) AS [ACTIONTYPE],
RTRIM(ISNULL([DIA].[PROCESSTYPE], '')) AS [PROCESSTYPE],
RTRIM(ISNULL([DIA].[FNCODE], '')) AS [FNCODE],
RTRIM(ISNULL([FN].[NAME], '')) AS [FNNAME],
RTRIM(ISNULL([DIA].[TEAMCODE], '')) AS [TEAMCODE],
RTRIM(ISNULL([DIA].[DisplayText], '')) AS [TEXT1],
ISNULL(CASE WHEN ISNUMERIC([DIA].[DYSTARTTIME]) = 1
THEN [DIA].[DYSTARTTIME]
ELSE [dbo].[ky_ConvertTimeToClarion]([DIA].[DYSTARTTIME]) END,
0) AS [DYSTARTTIME],
ISNULL(CASE WHEN ISNUMERIC([DIA].[DYENDTIME]) = 1
THEN [DIA].[DYENDTIME]
ELSE [dbo].[ky_ConvertTimeToClarion]([DIA].[DYENDTIME]) END,
0) AS [DYENDTIME],
ISNULL([DIA].[ACTIONID],0) AS [ACTIONID],
ISNULL([DIA].[ORGINALACTIONID],0) AS [ORGINALACTIONID],
RTRIM(ISNULL([DIA].[PRIORITY], '')) AS [PRIORITY],
RTRIM(ISNULL([DIA].[HIGHLIGHTED], 'N')) AS [HIGHLIGHTED],
[HAT].[HasAttachments] AS [ATTACHMENTS],
ISNULL([DIA].[PROCESSSTATUS], 0) AS [PROCESSSTATUS],
ISNULL([DIA].[WORKPROCESS], 0) AS [WORKPROCESS],
ISNULL([DIA].[BILLABLE], 0) AS [BILLABLE],
RTRIM(ISNULL([DIA].[EMAILADDRESS], '')) AS [EMAILADDRESS],
RTRIM(ISNULL(CONVERT(VARCHAR(200), [DIA].[ADDRESSTO]), '')) AS [ADDRESSTO],
RTRIM(ISNULL([DIA].[EMAIL], 'N')) AS [EMAIL],
RTRIM(ISNULL(CONVERT(VARCHAR(200), [DIA].[SUBJECT]), '')) AS [SUBJECT],
ISNULL([DIA].[DELEGATIONSTATUS], 0) AS [DELEGATIONSTATUS],
ISNULL([DIA].[DRAFTBILLNO], 0) AS [DRAFTBILLNO],
ISNULL([DIA].[CHEQUEREQNO], 0) AS [CHEQUEREQNO],
CAST(CASE WHEN RTRIM(ISNULL([DIA].[ACTIONTYPE],'')) ='E'
AND @ShowFromToSynopsis = 1
THEN CASE WHEN ISNULL([DIA].[PROCESSTYPE],'O')='I'
THEN 'Email From:'
+ (RTRIM(ISNULL(CAST([DIA].[EMAILADDRESS] AS VARCHAR(300)),
'')))
+ ' - '
+ ISNULL(CAST ([DIA].[Subject] AS VARCHAR(300)),'')
ELSE 'Email To:'
+ RTRIM(CAST(ISNULL([DIA].[AddressTo],
'') AS VARCHAR(300)))
+ ' - '
+ ISNULL(CAST([DIA].[Subject] AS VARCHAR(300)), '') END
ELSE CASE WHEN DATALENGTH([DIA].[SUBJECT]) = 0
THEN CASE WHEN SUBSTRING([DIA].[DisplayText],
0,
CHARINDEX(CHAR(13),
[DIA].[DisplayText])) = ''
THEN ISNULL([DIA].[TEXT1], '')
ELSE SUBSTRING([DIA].[DisplayText],
0,
CHARINDEX(CHAR(13),
[DIA].[DisplayText])) END
WHEN RTRIM(CAST([DIA].[SUBJECT] AS VARCHAR(300))) = ''
THEN CASE WHEN SUBSTRING([DIA].[DisplayText],
0,
CHARINDEX(CHAR(13),
[DIA].[DisplayText])) = ''
THEN ISNULL([DIA].[TEXT1], '')
ELSE SUBSTRING([DIA].[DisplayText],
0,
CHARINDEX(CHAR(13),
[DIA].[DisplayText])) END
WHEN [DIA].[SUBJECT] IS NULL
THEN CASE WHEN SUBSTRING([DIA].[DisplayText],
0,
CHARINDEX(CHAR(13),
[DIA].[DisplayText])) = ''
THEN ISNULL([DIA].[TEXT1], '')
ELSE SUBSTRING([DIA].[DisplayText],
0,
CHARINDEX(CHAR(13),
[DIA].[DisplayText])) END
ELSE [DIA].[SUBJECT] END END AS VARCHAR(300)) AS [Synopsis],
ISNULL([DIA].[Flag],0) AS [Flag],
CASE WHEN RTRIM(ISNULL([DIA].[ForCopy], 0)) = '1'
THEN 'True'
ELSE 'False' END AS [ForCopy],
CASE WHEN ISNULL([DIA].[WORKPROCESS], 0) = 1
AND ISNULL([DIA].[STATUS], 0) <> 1
THEN 'G'
WHEN ISNULL([DIA].[STATUS], 0) = 1
THEN 'C'
ELSE '' END AS [COMPELETEORGENERATE],
CASE WHEN ISNULL([DIA].[WORKPROCESS], 0) = 1
AND ISNULL([DIA].[STATUS], 0) <> 1
THEN 'G'
WHEN ISNULL([DIA].[STATUS], 0) = 1
THEN 'C'
ELSE '' END AS [COMPELETEORGENERATEDD],
ISNULL([TAC].[DESC], '') AS [ActionTitle],
ISNULL([TMP].[WKDESC], '') AS [WorkFlow],
CASE WHEN ISNULL([UND].[NeedsAttention], 0) = 1
THEN 'Yes'
ELSE 'No' END AS [Needs Attention],
CASE WHEN ISNULL([UND].[NeedsAttention], 0) = 1
THEN 'Visible'
ELSE 'Collapsed' END AS [NeedsAttentionIcon],
CASE WHEN @SearchText IS NULL
THEN ''
WHEN PATINDEX(@SearchText, [DIA].[TEXT1]) > 0
THEN @Search
ELSE '' END AS [SearchMatch],
ISNULL([DIA].[CreationDate], CONVERT(DATETIME, [DIA].[DATE])) AS [CreationDate],
CASE
WHEN [DIA].[DUEDATE] != NULL OR [DIA].[DUEDATE] != ''
THEN CONVERT(VARCHAR, dbo.KEYHM_FNConvertUTCDateToTargetTimeZone([DIA].[DUEDATE], @LoggedInHandler) , 20)
ELSE
CONVERT(VARCHAR, dbo.KEYHM_FNConvertUTCDateToTargetTimeZone([DIA].[DATE], @LoggedInHandler) , 20)
END AS [DUEDATE],
RTRIM(ISNULL([DIA].[DELEGATEDFNR], '')) AS [DelegatedFE],
RTRIM(ISNULL([TAC].[Arrangement], '')) AS [Arrangement],
@ChargeArrangement AS [ChargeArrangement]
FROM @FOUND [FND]
INNER JOIN [dbo].[diary] [DIA]
LEFT OUTER JOIN [dbo].[Handlers] [FN]
ON [FN].[CODE] = [DIA].[FNCODE]
ON [DIA].[ActionID] = [FND].[ActionID]
LEFT OUTER JOIN [dbo].[TemplateActions] [TAC]
LEFT OUTER JOIN [dbo].[Templates] [TMP]
ON [TMP].[WKCODE] = [TAC].[WKTCODE]
ON [TAC].[ACTIONCODE] = [DIA].[ACTIONCODE]
LEFT OUTER JOIN [dbo].[Undertakings] [UND]
ON [UND].[ActionID] = [DIA].[ACTIONID]
AND [UND].[ActionID] <> 0
AND [UND].[ActionID] IS NOT NULL
CROSS APPLY (SELECT CASE WHEN COUNT(1) = 0
THEN 'N'
ELSE 'Y' END AS [HasAttachments]
FROM [dbo].[DiaryAttachments] [DAT]
WHERE [DAT].[DiaryID] = [DIA].[ACTIONID]) [HAT]
WHERE CASE WHEN @PageNumber = 0
THEN 0
WHEN [FND].[ID] <= (@PageNumber - 1) * @PageSize
THEN 1
WHEN [FND].[ID] > @PageNumber * @PageSize
THEN 1
ELSE 0 END = 0
ORDER BY [FND].[id]
End
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_FetchDiaryDelegations'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_FetchDiaryDelegations]
END
GO
CREATE PROCEDURE
[dbo].[KEYHM_FetchDiaryDelegations]
(@ACTIONID INT,
@ASSIGNNO INT,
@STATUS INT)
/*******************************************************************************************************
* This procedure is used load the data for TaskAddAction page Delegation Grid. *
* *
* Stored Procedure Name : [dbo].[KEYHM_FetchDiaryDelegations] *
* Copied from : [dbo].[ky_NETCCFetchDiaryDelegations] *
* *
* Modification History : *
* 2019-04-11 Vinodhan K Created *
*******************************************************************************************************/
AS
BEGIN
SET NOCOUNT ON
DECLARE @BY VARCHAR(100)
DECLARE @FOR VARCHAR(100)
IF(@STATUS = 2)
BEGIN
SELECT D.[ACTIONID] AS [ACTIONID],
RTRIM(ISNULL(D.[HANDLER], '')) AS [HANDLER],
RTRIM(ISNULL(D.[TEAM], '')) AS [TEAM],
D.[DATE] AS [DATE],
CONVERT(VARCHAR(5),
[dbo].[ky_ConvertDateAndClarionTimeToDateTime]('19000101', D.[TIME]),
108) AS [TIME],
D.[DATER] AS [DATER],
CASE WHEN D.[TIMER] IS NULL
THEN ''
ELSE CONVERT(VARCHAR(5),
[dbo].[ky_ConvertDateAndClarionTimeToDateTime]('19000101', D.[TIMER]),
108) END AS [TIMER],
D.[DUEDATE] AS [DUEDATE],
CONVERT(VARCHAR(5),
[dbo].[ky_ConvertDateAndClarionTimeToDateTime]('19000101', D.[DUETIME]),
108) AS [DUETIME],
RTRIM(ISNULL(D.[REVIEW], '')) AS [REVIEW],
RTRIM(ISNULL(D.[STATUS], 0)) AS [STATUS],
RTRIM(ISNULL(D.[OWNER], 'N')) AS [OWNER],
RTRIM(ISNULL(D.[DELEGATE], '')) AS [DELEGATE],
RTRIM(ISNULL(D.[DELEGATESTATUS], 0)) AS [DELEGATESTATUS],
RTRIM(ISNULL(D.[ACTIONTYPE], '')) AS [ACTIONTYPE],
RTRIM(ISNULL(D.[ASSIGNNO], 0)) AS [ASSIGNNO],
RTRIM(ISNULL(D.[FROMHANDLER], '')) AS [FROMHANDLER],
RTRIM(ISNULL(D.[RETURNEDBY], '')) AS [RETURNEDBY],
RTRIM(ISNULL(D.[DELTYPE], '')) AS [DELTYPE],
CASE WHEN ISNULL(D.[DelType], '') = 'Created'
THEN RTRIM(H.[NAME]) + '(' + RTRIM(ISNULL(D.[HANDLER], '')) + ')'
WHEN ISNULL(D.[ReturnedBy], '') = ''
THEN RTRIM(GH.[NAME]) + '(' + RTRIM(ISNULL(D.[FromHandler], '')) + ')'
ELSE RTRIM(FH.[NAME]) + '(' + RTRIM(ISNULL(D.[ReturnedBy], '')) + ')' END AS [BY],
RTRIM(ISNULL(H.[NAME], '')) + '(' + RTRIM(D.[HANDLER]) + ')' AS [FOR]
FROM dbo.[DiaryDelegations] D
LEFT OUTER JOIN [dbo].[Handlers] H
ON H.[CODE] = D.[HANDLER]
LEFT OUTER JOIN [dbo].[Handlers] FH
ON FH.[CODE] = D.[ReturnedBy]
LEFT OUTER JOIN [dbo].[Handlers] GH
ON GH.[CODE] = D.[FromHandler]
WHERE D.[ACTIONID] = @ACTIONID
ORDER BY D.[AssignNo] DESC
END
ELSE
BEGIN
SELECT D.[ACTIONID] AS [ACTIONID],
RTRIM(ISNULL(D.[HANDLER], '')) AS [HANDLER],
RTRIM(ISNULL(D.[TEAM], '')) AS [TEAM],
D.[DATE] AS [DATE],
CONVERT(VARCHAR(5),
[dbo].[ky_ConvertDateAndClarionTimeToDateTime]('19000101', D.[TIME]),
108) AS [TIME],
D.[DATER] AS [DATER],
CASE WHEN D.[TIMER] IS NULL
THEN ''
ELSE CONVERT(VARCHAR(5),
[dbo].[ky_ConvertDateAndClarionTimeToDateTime]('19000101', D.[TIMER]),
108) END AS [TIMER],
D.[DUEDATE] AS [DUEDATE],
CONVERT(VARCHAR(5),
[dbo].[ky_ConvertDateAndClarionTimeToDateTime]('19000101', D.[DUETIME]),
108) AS [DUETIME],
RTRIM(ISNULL(D.[REVIEW], '')) AS [REVIEW],
RTRIM(ISNULL(D.[STATUS], 0)) AS [STATUS],
RTRIM(ISNULL(D.[OWNER], 'N')) AS [OWNER],
RTRIM(ISNULL(D.[DELEGATE], '')) AS [DELEGATE],
RTRIM(ISNULL(D.[DELEGATESTATUS], 0)) AS [DELEGATESTATUS],
RTRIM(ISNULL(D.[ACTIONTYPE], '')) AS [ACTIONTYPE],
RTRIM(ISNULL(D.[ASSIGNNO], 0)) AS [ASSIGNNO],
RTRIM(ISNULL(D.[FROMHANDLER], '')) AS [FROMHANDLER],
RTRIM(ISNULL(D.[RETURNEDBY], '')) AS [RETURNEDBY],
RTRIM(ISNULL(D.[DELTYPE], '')) AS [DELTYPE],
CASE WHEN ISNULL(D.[DelType], '') = 'Created'
THEN RTRIM(H.[NAME]) + '(' + RTRIM(ISNULL(D.[HANDLER], '')) + ')'
WHEN ISNULL(D.[ReturnedBy], '') = ''
THEN RTRIM(GH.[NAME]) + '(' + RTRIM(ISNULL(D.[FromHandler], '')) + ')'
ELSE RTRIM(FH.[NAME]) + '(' + RTRIM(ISNULL(D.[ReturnedBy], '')) + ')' END AS [BY],
RTRIM(ISNULL(H.[NAME], '')) + '(' + RTRIM(D.[HANDLER]) + ')' AS [FOR]
FROM dbo.[DiaryDelegations] D
LEFT OUTER JOIN [dbo].[Handlers] H
ON H.[CODE] = D.[HANDLER]
LEFT OUTER JOIN [dbo].[Handlers] FH
ON FH.[CODE] = D.[ReturnedBy]
LEFT OUTER JOIN [dbo].[Handlers] GH
ON GH.[CODE] = D.[FromHandler]
WHERE D.[AssignNo] = @ASSIGNNO
END
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'[KEYHM_FetchIntellisense]',N'P')IS NOT NULL
DROP PROCEDURE [KEYHM_FetchIntellisense]
GO
CREATE PROCEDURE [KEYHM_FetchIntellisense]
(
@Handler VARCHAR(6)
)
AS
/*******************************************************************************************************
* This procedure is used To fetch the Intellisense. *
* *
* Stored Procedure Name : [dbo].[KEYHM_FetchIntellisense] *
* Copied from : [dbo].[ky_NETFetchIntellisense] *
* *
* Modification History : *
* 2019-04-12 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
SELECT
RTRIM(Id) AS Id,
RTRIM(Handler) AS Handler,
RTRIM(Narrative) AS Narrative
FROM
Intellisense
WHERE
Handler = @Handler
ORDER by Narrative
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KEYHM_FetchMinutesPerUnit',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KEYHM_FetchMinutesPerUnit]
GO
CREATE PROCEDURE [dbo].[KEYHM_FetchMinutesPerUnit]
AS
/*******************************************************************************************************
* *
* *
* Stored Procedure Name : [dbo].[KEYHM_FetchMinutesPerUnit] *
* Copied from : [dbo].[ky_NETDashboardCaseAlert] *
* *
* Modification History: *
* 2019-04-22 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
DECLARE @TUTNUMVALUE DECIMAL(17, 2)
SELECT @TUTNUMVALUE = CTN.[NumValue]
FROM [dbo].[CtrlNum] CTN
WHERE CTN.[Code] = 'TimeUnit'
SET @TUTNUMVALUE = CASE
WHEN ISNULL(@TUTNUMVALUE, 0) = 0
THEN 6
ELSE @TUTNUMVALUE
END
SELECT @TUTNUMVALUE AS [MinutesPerUnit]
END
GO
IF OBJECT_ID(N'KEYHM_FetchTimeEntry',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KEYHM_FetchTimeEntry]
GO
CREATE PROCEDURE [dbo].[KEYHM_FetchTimeEntry]
(@CaseCode VARCHAR(20))
AS
/*******************************************************************************************************
* This procedure is used to get net Action Code based on the given Action ID. *
* *
* Stored Procedure Name : [dbo].[KEYHM_FetchTimeEntry] *
* Copied from : [dbo].[ky_NETTLFetchTimeEntry3] *
* *
* Modification History: *
* 2019-04-24 Vinodhan K Created *
* 2019-04-24 Vinodhan K TimeInHours Format modified to be dispalyed as '00:00' format *
* 2020-05-04 Arun V Have corrected the Writeoff MInutes calculation issue. KEYHM-574 *
* 2020-05-04 Arun V Have corrected the Writeoff Value TimeInCharge value make it as ABS, *
* In UI, negative value is handled and added minus in Front END *
* KEYHM-574 *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
DECLARE @IsSAM4 bit
DECLARE @TimeEntryTotalCharge DECIMAL(19, 2)
DECLARE @TimeEntryTotalTime INT
DECLARE @TotalCharge Decimal(19, 2)
DECLARE @TotalTime INT
DECLARE @TimeBal INT
DECLARE @ChargeBal DECIMAL(19, 2)
DECLARE @ChargeableBal DECIMAL(19, 2)
DECLARE @NonChargeableBal DECIMAL(19, 2)
DECLARE @NonChargeableTimeBal INT
DECLARE @ChargeableTimeBal INT
DECLARE @NCOMMAND NVARCHAR(MAX)
DECLARE @TotalFeesIssued DECIMAL(19, 2)
SET @IsSAM4 = [dbo].[ISSAM4]()
SELECT TIE.[RecordID] AS [RecordID],
RTRIM(ISNULL(HAN.[CODE], '')) AS [HandlerCode],
RTRIM(ISNULL(HAN.[NAME], '')) AS [FEEEARN],
TIE.[DATE] AS [DATE],
[dbo].[KEYHM_FN_RemoveSpuriousWhitespace](TIE.[COMMENT], 200) AS [COMMENT],
CASE TIE.[TimeOrCharge]
WHEN 'T' THEN 'Time'
WHEN 'B' THEN 'Bill'
WHEN 'C' THEN 'Charge' END AS [TIMEORCHARGE],
TIE.[TIME] AS [TIME],
CASE
WHEN ([TIME] = 0) THEN ('00:00')
WHEN ([Time] > 0) THEN
CASE
WHEN
LEN([TIME] / 60) < 2
THEN
'0' + CAST([TIME] / 60 AS VARCHAR)
ELSE
CAST([TIME] / 60 AS VARCHAR)
END
+ ':'
+ SUBSTRING(CONVERT(VARCHAR(3), 100 + CONVERT(NVARCHAR(10), CONVERT(NVARCHAR(5), [TIME] - (60 * ([TIME] / 60))))), 2, 2)
WHEN ([TIME] < 0) THEN
CASE
WHEN
LEN([TIME] / 60) < 2
THEN
'0' + CAST(ABS([TIME]) / 60 AS VARCHAR)
ELSE
CAST(ABS([TIME]) / 60 AS VARCHAR)
END
+ ':' + SUBSTRING(CONVERT(VARCHAR(3), 100 + CONVERT(NVARCHAR(10), CONVERT(NVARCHAR(5), -[TIME] - (60 * (-[TIME] / 60))))), 2, 2)
END AS [TimeInHours],
CASE TIE.[Rec_Irr]
WHEN 'C' THEN 'Chargeable'
WHEN 'N' THEN 'Non-Chargeable'
WHEN '' THEN 'Chargeable' END AS [REC_IRR],
ISNULL(TIE.[CHARGE], 0.00) AS [CHARGE],
ISNULL(TIE.[BILLEDAMOUNT], 0.00) AS [BILLEDAMOUNT],
ISNULL(TIE.[INVOICENO], 0) AS [INVOICENO],
CASE WHEN TC.[DESC] IS NULL
THEN TIE.[TASK]
WHEN TC.[DESC] IS NOT NULL
THEN TC.[DESC]
ELSE '' END AS [TASK],
CASE WHEN ISNULL(TIE.[WriteOffID], 0) = 0
THEN ''
ELSE CONVERT(VARCHAR(MAX), ISNULL(TIE.[WriteOffID], 0)) END AS [WriteOffID],
TIE.[WriteOffDT] AS [WriteOffDT],
ISNULL(TIE.[Rate], 0) AS [Rate],
ISNULL(TIE.[IncludeInBill], 0) AS [IncludeInBill],
CASE WHEN TIE.[TIMEORCHARGE] = 'B'
OR TIE.[IncludeInBill] = 2
OR TIE.[Rec_Irr] <> 'C'
THEN 0
WHEN @IsSAM4 = 1 AND ISNULL(TIE.[INVOICENO], 0) <> 0
THEN 0
WHEN @IsSAM4 <> 1
THEN ISNULL(TIE.[CHARGE], 0) - ISNULL(TIE.[BILLEDAMOUNT], 0)
ELSE ISNULL(TIE.[CHARGE], 0) END AS [WIP],
TIE.[Task] AS [TaskCode]
FROM [dbo].[TimeEntry] TIE
LEFT OUTER JOIN [dbo].[Matters] MAT
ON MAT.[Code] = TIE.[Matter]
LEFT OUTER JOIN [dbo].[TasksCodes] TC
ON TC.[CODE] = TIE.[Task]
LEFT OUTER JOIN [dbo].[Handlers] HAN
ON HAN.[CODE] = TIE.[FeeEarn]
WHERE TIE.[Matter] = @CaseCode
-- Please see also: KEYHM_FN_MatterClosable. If you change any of these calculations,
-- ensure the ones in there are changed as well.
-- KAAS_MatterClosable. If you change any of these calculations,
-- ensure the ones in there are changed as well.
-- KAAS_CaseSummaryPageLoad. If you change any of these calculations,
-- ensure the ones in there are changed as well.
SELECT @TimeEntryTotalCharge = ISNULL(SUM(ISNULL(TIE.[Charge], 0)), 0),
@TimeEntryTotalTime = ISNULL(SUM(ISNULL(TIE.[TIME], 0)), 0),
@TotalCharge = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N'
THEN 0
ELSE ISNULL(TIE.[Charge], 0) END), 0),
@ChargeBal = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N'
THEN 0
WHEN @IsSAM4 = 1
AND ISNULL(TIE.[InvoiceNo], 0) <> 0
THEN 0
WHEN @IsSAM4 = 1
THEN ISNULL(TIE.[Charge], 0)
ELSE ISNULL(TIE.[Charge], 0) - ISNULL(TIE.[BilledAmount], 0) END), 0),
@NonChargeableBal = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N'
AND ISNULL(TIE.[Task], '') <> 'WRI'
THEN ISNULL(TIE.[Charge], 0)
ELSE 0 END), 0),
@ChargeableBal = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') <> 'N'
AND ISNULL(TIE.[Task], '') <> 'WRI'
THEN ISNULL(TIE.[Charge], 0)
ELSE 0 END), 0),
@TimeBal = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N'
THEN 0
WHEN @IsSAM4 = 1
AND ISNULL(TIE.[InvoiceNo], 0) <> 0
THEN 0
WHEN @IsSAM4 = 0
THEN CASE WHEN TIE.[Charge] = 0
THEN 0
ELSE CONVERT(INT,FLOOR(CONVERT(DECIMAL(18, 2), TIE.[TIME])
* ((TIE.[Charge] - TIE.[BilledAmount])
/ TIE.[Charge]))) END
ELSE ISNULL(TIE.[Time], 0) END), 0),
@NonChargeableTimeBal = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N'
AND ISNULL(TIE.[Task], '') <> 'WRI'
THEN ISNULL(TIE.[TIME], 0)
ELSE 0 END), 0),
@ChargeableTimeBal = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N'
OR ISNULL(TIE.[Task], '') = 'WRI'
THEN 0
ELSE ISNULL(TIE.[TIME], 0) END), 0),
@TotalTime = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N'
OR ISNULL(TIE.[Task], '') = 'WRI'
THEN 0
ELSE ISNULL(TIE.[Time], 0) END), 0)
FROM
[dbo].[TimeEntry] TIE
WHERE
TIE.[Matter] = @CaseCode
AND ((TIE.[TimeOrCharge] = 'T')
OR (TIE.[TimeOrCharge] = 'C')) --**Changed fetch condition JIRA 1081 - arun
-- PLEASE NOTE THAT THIS MUST BE IDENTICAL TO RESULT SET 10 IN KAAS_CaseSummaryPageLoad. Please
-- modify both procedures if this needs to be changed.
-- Result Set 10
-- The fees issued to date
IF @IsSAM4 = 0
BEGIN
SET @NCOMMAND = N'
SELECT @TotalFeesIssued = ISNULL(SUM((CASE WHEN HED.[INVCR] = ''I''
THEN TRN.[VALUE]
ELSE TRN.[VALUE] * - 1 END)), 0)
FROM [dbo].[BatchH] HED
INNER JOIN [dbo].[BatchDetails] TRN
ON TRN.[BATCHNO] = HED.[BATCHNO]
WHERE HED.[MATTER] = @CaseCode
AND HED.[POSTED] = ''Y''
AND TRN.[TYPE] = ''I''
AND TRN.[OUTLAY] = ''F'''
END
ELSE
BEGIN
SET @NCOMMAND = N'
SELECT @TotalFeesIssued = ISNULL(SUM(ISNULL(TRN.[FeesBilled], 0) * ISNULL(TRN.[DrCr], 1) * (-1)), 0)
FROM [dbo].[TransactionsHeaders] HED
INNER JOIN [dbo].[Transactions] TRN
ON TRN.[BatchNo] = HED.[BatchNo]
AND TRN.[RecType] = ''D''
AND TRN.[LineType] = ''F''
AND TRN.[XnType] = ''I''
AND TRN.[Posted] = ''Y''
AND ( TRN.[CorrectionInd] = ''L''
OR TRN.[CorrectionInd] = ''X'')
WHERE HED.[MatterCode] = @CaseCode
--values imported from Axxia
SELECT @TotalFeesIssued = @TotalFeesIssued + ISNULL(SUM(ISNULL(TRN.[FeesBilled], 0) * ISNULL(TRN.[DrCr], 1) * (-1)), 0)
FROM [dbo].[Transactions] TRN
LEFT OUTER JOIN [dbo].[TransactionsHeaders] HED
ON HED.[BatchNo] = TRN.[BatchNo]
WHERE TRN.[MatterCode] = @CaseCode
AND TRN.[RecType] = ''D''
AND TRN.[LineType] = ''F''
AND TRN.[XnType] = ''I''
AND TRN.[Posted] = ''Y''
AND ( TRN.[CorrectionInd] = ''L''
OR TRN.[CorrectionInd] = ''X'')
AND HED.[BatchNo] IS NULL'
END
EXECUTE sp_executesql @NCOMMAND, N'@CaseCode VARCHAR(20), @TotalFeesIssued DECIMAL(19, 2) OUTPUT', @CaseCode = @CaseCode, @TotalFeesIssued = @TotalFeesIssued OUTPUT
/*WIP Calculations*/
SELECT
CASE
WHEN
LEN(@TimeBal / 60) < 2
THEN
'0' + CAST(@TimeBal / 60 AS VARCHAR)
ELSE
CAST(@TimeBal / 60 AS VARCHAR)
END AS [WIPHrs],
SUBSTRING(CONVERT(VARCHAR(3), 100 + @TimeBal - (60 * (@TimeBal / 60))), 2, 2) AS [WIPMins],
@ChargeBal AS [WIPAmt]
/*Total Record Calculations*/
SELECT
CASE
WHEN
LEN(@TimeEntryTotalTime / 60) < 2
THEN
'0' + CAST(@TimeEntryTotalTime / 60 AS VARCHAR)
ELSE
CAST(@TimeEntryTotalTime / 60 AS VARCHAR)
END AS [TotalHours],
SUBSTRING(CONVERT(VARCHAR(3), 100 + @TimeEntryTotalTime - (60 * (@TimeEntryTotalTime / 60))), 2, 2) AS [TotalMins],
@TimeEntryTotalCharge AS [TotalAmt],
CASE
WHEN
LEN(@NonChargeableTimeBal / 60) < 2
THEN
'0' + CAST(@NonChargeableTimeBal / 60 AS VARCHAR)
ELSE
CAST(@NonChargeableTimeBal / 60 AS VARCHAR)
END AS [RecNonChargeableHrs],
SUBSTRING(CONVERT(VARCHAR(3), 100 + @NonChargeableTimeBal - (60 * (@NonChargeableTimeBal / 60))), 2, 2) AS [RecNonChargeableMins],
@NonChargeableBal AS [RecNonChargeableAmt],
CASE
WHEN
LEN(@ChargeableTimeBal / 60) < 2
THEN
'0' + CAST(@ChargeableTimeBal / 60 AS VARCHAR)
ELSE
CAST(@ChargeableTimeBal / 60 AS VARCHAR)
END AS [RecChargeableHrs],
SUBSTRING(CONVERT(VARCHAR(3), 100 + @ChargeableTimeBal - (60 * (@ChargeableTimeBal / 60))), 2, 2) AS [RecChargeableMins],
@ChargeableBal AS [RecChargeableAmt],
CASE
WHEN
LEN((@ChargeableTimeBal + @NonChargeableTimeBal) / 60) < 2
THEN
'0' + CAST((@ChargeableTimeBal + @NonChargeableTimeBal) / 60 AS VARCHAR)
ELSE
CAST((@ChargeableTimeBal + @NonChargeableTimeBal) / 60 AS VARCHAR)
END AS [RecTotalHrs],
SUBSTRING(CONVERT(VARCHAR(3), 100 + (@ChargeableTimeBal + @NonChargeableTimeBal) - (60 * ((@ChargeableTimeBal + @NonChargeableTimeBal) / 60))), 2, 2) AS [RecTotalMins],
@ChargeableBal + @NonChargeableBal AS [RecTotalAmt],
@TotalFeesIssued AS [TotalBilled],
@TotalFeesIssued - (@ChargeableBal + @NonChargeableBal) AS [ProfitLoss] -- Current Profit/Loss = TotalBilled - RecTotalAmt;
/*Write Off Calculations*/
SELECT
CASE
WHEN TIES.[WriteOffTime] > 0
THEN '-'
ELSE ''
END
+
CASE
WHEN
LEN(TIES.[WriteOffTime] / 60) < 2
THEN
'0' + CAST(TIES.[WriteOffTime] / 60 AS VARCHAR)
ELSE
CAST(TIES.[WriteOffTime] / 60 AS VARCHAR)
END AS [WOHrs],
CONVERT(VARCHAR(5), (TIES.[WriteOffTime] % 60)*-1) AS [WOMins],
---TIES.[WriteOffTime] / 60 AS [WOHrs],
---TIES.[WriteOffTime] % 60 AS [WOMins],
TIES.[WriteOffValue] As [WOAmt]
FROM (SELECT ISNULL(SUM(CONVERT(DECIMAL(18, 2), ISNULL(TIE.[Charge], 0))), 0) AS [WriteOffValue],
ISNULL(SUM(ISNULL(TIE.[Time], 0)), 0) AS [WriteOffTime]
FROM [dbo].[matters] MAT
INNER JOIN [dbo].[TimeEntry] TIE
ON TIE.[MATTER] = MAT.[Code]
WHERE TIE.[MATTER] = @CaseCode
AND ((TIE.[TimeOrCharge] = 'T')
OR (TIE.[TimeOrCharge] = 'C'))
AND TIE.[Task] = 'WRI') TIES
/*Total Billed Amount Calculations */ ------ Commented out as reversed KEYD-3657
--IF @IsSAM4 = 0
-- SELECT ISNULL(SUM(ISNULL([TIE].[BilledAmount], 0)), 0) AS [TotalBill]
-- FROM [dbo].[TimeEntry] [TIE]
-- WHERE [TIE].[Matter] = @CaseCode
--ELSE
-- SELECT @TotalFeesIssued AS [TotalBill]
-- FROM [dbo].[TimeEntry] [TIE]
-- WHERE [TIE].[Matter] = @CaseCode
DECLARE @DraftBillValue DECIMAL(18, 2)
SET @IsSAM4 = [dbo].[ISSAM4]()
IF @IsSAM4 = 0
BEGIN
SET @NCOMMAND = N'
SELECT @DraftBillValue = ISNULL(SUM(ISNULL(BD.[NET], 0)), 0) + ISNULL(SUM(ISNULL(BD.[VATVALUE], 0)), 0)
FROM [dbo].[BillHeader] HED
INNER JOIN [dbo].[BillDetails] BD
ON BD.[DRAFTNO] = HED.[DRAFTNO]
WHERE HED.[MATTER] = @CaseCode
AND HED.[BILLNO] = 0'
END
ELSE
BEGIN
SET @NCOMMAND = N'
SELECT @DraftBillValue = ISNULL(SUM(ISNULL(BD.[NetValue], 0)), 0) + ISNULL(SUM(ISNULL(BD.[VatValue], 0)), 0)
FROM [dbo].[BillHead] HED
INNER JOIN [dbo].[BillDetail] BD
ON BD.[BillID] = HED.[BillingID]
WHERE HED.[MatterCode] = @CaseCode
AND HED.[BillStatus] <> ''Approved''
AND ISNULL(HED.[ProForma], '''') = ''Y'''
END
EXECUTE sp_executesql @NCOMMAND, N'@CaseCode VARCHAR(20),@DraftBillValue DECIMAL(18, 2) OUTPUT', @CaseCode = @CaseCode, @DraftBillValue=@DraftBillValue OUTPUT
DECLARE @Section68 VARCHAR(10)
DECLARE @IsApproved VARCHAR(10)
DECLARE @CSTimeBal INT
DECLARE @CSChargeBal DECIMAL(19, 2)
DECLARE @CSTotalCharge Decimal(19, 2)
DECLARE @CSTotalTime INT
--Matter values that are re-used elsewhere in this procedure.
SELECT @Section68 = ISNULL(MAT.[Section68],''),
@IsApproved = ISNULL(CON.[Approved],'')
FROM [dbo].[matters] MAT
LEFT OUTER JOIN [dbo].[Contacts] CON
ON CON.[Code] = MAT.[ClientCode]
WHERE MAT.[Code] = @CaseCode
DECLARE @LDIADATE DATETIME
DECLARE @LDIAACTIONTYPE VARCHAR(1)
DECLARE @LDIATEXT1 VARCHAR(MAX)
DECLARE @LDIAFNCODE VARCHAR(10)
DECLARE @LDIAFNNAME VARCHAR(50)
SELECT TOP 1
@LDIADATE = LDIA.[DATE],
@LDIAACTIONTYPE = LDIA.[ACTIONTYPE],
@LDIATEXT1 = LDIA.[TEXT1],
@LDIAFNCODE = LDIA.[FNCODE],
@LDIAFNNAME = [FEC].[Name]
FROM [dbo].[diary] LDIA
INNER JOIN [dbo].[FeeEarnerCodes] [FEC]
ON LDIA.FNCODE = [FEC].[CODE]
WHERE LDIA.[CASECODE] = @CaseCode
ORDER BY LDIA.[DATE] DESC
DECLARE @MDIADATE DATETIME
DECLARE @MDIAACTIONTYPE VARCHAR(1)
DECLARE @MDIATEXT1 VARCHAR(MAX)
DECLARE @MDIAFNCODE VARCHAR(10)
DECLARE @MDIAFNNAME VARCHAR(50)
SELECT TOP 1
@MDIADATE= MDIA.[DATE],
@MDIAACTIONTYPE = MDIA.[ACTIONTYPE],
@MDIATEXT1 = MDIA.[TEXT1],
@MDIAFNCODE = MDIA.[FNCODE],
@MDIAFNNAME = [FEC].[Name]
FROM [dbo].[diary] MDIA
INNER JOIN [dbo].[FeeEarnerCodes] [FEC]
ON MDIA.FNCODE = [FEC].[CODE]
WHERE MDIA.[CASECODE] = @CaseCode
AND MDIA.[HIGHLIGHTED] = 'Y'
ORDER BY MDIA.[DATE] DESC
DECLARE @NDIADATE DATETIME
DECLARE @NDIAACTIONTYPE VARCHAR(1)
DECLARE @NDIATEXT1 VARCHAR(MAX)
DECLARE @NDIAFNCODE VARCHAR(10)
DECLARE @NDIAFNNAME VARCHAR(50)
SELECT TOP 1
@NDIADATE = NDIA.[DATE],
@NDIAACTIONTYPE = NDIA.[ACTIONTYPE],
@NDIATEXT1 = NDIA.[TEXT1],
@NDIAFNCODE = NDIA.[FNCODE],
@NDIAFNNAME = [FEC].[Name]
FROM dbo.[diary] NDIA
INNER JOIN [dbo].[FeeEarnerCodes] [FEC]
ON NDIA.FNCODE = [FEC].[CODE]
WHERE NDIA.[CASECODE] = @CaseCode
AND NDIA.[STATUS] = 0
ORDER BY NDIA.[DATE] ASC
DECLARE @TIEDATE DATETIME
--Pino 2015-05-27 Start
--SELECT @TIEDATE = (MAX(TIE.[DATE]))
-- FROM [dbo].[TimeEntry] TIE
-- WHERE TIE.[Matter] = @CaseCode
IF [dbo].[ISSAM4]() = 0
BEGIN
SET @NCOMMAND = N'
SELECT @TIEDATE = MAX(CASE WHEN DLG.[DATE] IS NULL
THEN CONVERT(DATETIME, NULL)
WHEN DLG.[DATE] > GETDATE()
THEN CONVERT(DATETIME, NULL)
ELSE DLG.[DATE] END)
FROM [dbo].[DebtorsLedger] DLG
WHERE DLG.[MATTER] = @CaseCode'
END
ELSE
BEGIN
SET @NCOMMAND = N'
SELECT @TIEDATE = MAX(CASE WHEN TRN.[TransDate] IS NULL
THEN CONVERT(DATETIME, NULL)
WHEN TRN.[TransDate] > GETDATE()
THEN CONVERT(DATETIME, NULL)
ELSE TRN.[TransDate] END)
FROM [dbo].[Transactions] TRN
WHERE TRN.[Posted] = ''Y''
AND TRN.[MatterCode] = @CaseCode
AND TRN.[DebtorsValue] <> 0
AND TRN.[CorrectionInd] = ''L''
AND ( ( TRN.[XnType] = ''I''
AND TRN.[RecType] = ''H'')
OR ( TRN.[XnType] = ''J''
AND TRN.[RecType] = ''D''))'
END
EXECUTE sp_executesql @NCOMMAND, N'@CaseCode VARCHAR(20), @TIEDATE DATETIME OUTPUT', @CaseCode = @CaseCode, @TIEDATE = @TIEDATE OUTPUT
--Pino 2015-05-27 End
DECLARE @LastTimeEntryDate DATETIME
DECLARE @LastTimeEntryTime INT
DECLARE @LastTimeEntryRate DECIMAL(10, 2)
DECLARE @LastTimeEntryCharge DECIMAL(10, 2)
DECLARE @LastTimeEntryTask VARCHAR(6)
DECLARE @LastTimeEntryComment VARCHAR(1000)
DECLARE @LastTimeEntryFE VARCHAR(10)
DECLARE @LastTimeEntryFEName VARCHAR(50)
DECLARE @CSTimeEntryTotalCharge DECIMAL(19, 2)
DECLARE @CSTimeEntryTotalTime INT
SELECT TOP (1)
@LastTimeEntryDate = TIE.[DATE],
@LastTimeEntryTime = TIE.[Time],
@LastTimeEntryRate = TIE.[Rate],
@LastTimeEntryCharge = TIE.[Charge],
@LastTimeEntryTask = TIE.[Task],
@LastTimeEntryComment = TIE.[Comment],
@LastTimeEntryFE = TIE.[FeeEarn],
@LastTimeEntryFEName = [FEC].[Name]
FROM [dbo].[TimeEntry] TIE
INNER JOIN [dbo].[FeeEarnerCodes] [FEC]
ON [TIE].[FeeEarn] = [FEC].[CODE]
WHERE TIE.[Matter] = @CaseCode
AND ( (TIE.[TimeOrCharge] = 'T')
OR (TIE.[TimeOrCharge] = 'C')) --**Changed fetch condition JIRA 1081 - arun
ORDER BY TIE.[Date] DESC,
TIE.[Time] DESC
SET @LastTimeEntryRate = ISNULL(@LastTimeEntryRate, 0)
SET @LastTimeEntryCharge = ISNULL(@LastTimeEntryCharge, 0)
-- Please see also: KAAS_FN_MatterClosable. If you change any of these calculations,
-- ensure the ones in there are changed as well.
-- KAAS_MatterClosable. If you change any of these calculations,
-- ensure the ones in there are changed as well.
SELECT @CSTimeEntryTotalCharge = ISNULL(SUM(ISNULL(TIE.[Charge], 0)), 0),
@CSTimeEntryTotalTime = ISNULL(SUM(ISNULL(TIE.[TIME], 0)), 0),
@CSTotalCharge = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N'
THEN 0
ELSE ISNULL(TIE.[Charge], 0) END), 0),
@CSChargeBal = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N'
THEN 0
WHEN @IsSAM4 = 1
AND ISNULL(TIE.[InvoiceNo], 0) <> 0
THEN 0
WHEN @IsSAM4 = 1
THEN ISNULL(TIE.[Charge], 0)
ELSE ISNULL(TIE.[Charge], 0) - ISNULL(TIE.[BilledAmount], 0) END), 0),
@CSTimeBal = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N'
THEN 0
WHEN @IsSAM4 = 1
AND ISNULL(TIE.[InvoiceNo], 0) <> 0
THEN 0
WHEN @IsSAM4 = 0
THEN CASE WHEN TIE.[Charge] = 0
THEN 0
ELSE CONVERT(INT,
FLOOR(CONVERT(DECIMAL(18, 2), TIE.[TIME])
* ( (TIE.[Charge] - TIE.[BilledAmount])
/
TIE.[Charge]))) END
ELSE ISNULL(TIE.[Time], 0) END), 0),
@CSTotalTime = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N'
THEN 0
ELSE ISNULL(TIE.[Time], 0) END), 0)
FROM [dbo].[TimeEntry] TIE
WHERE TIE.[Matter] = @CaseCode
AND ( (TIE.[TimeOrCharge] = 'T')
OR (TIE.[TimeOrCharge] = 'C')) --**Changed fetch condition JIRA 1081 - arun
DECLARE @DebtBal DECIMAL(19, 2)
DECLARE @OutlayBal DECIMAL(19, 2)
DECLARE @DebtBalDate DATETIME
DECLARE @OutlayBalDate DATETIME
DECLARE @ClientCurrent DECIMAL(19, 2)
DECLARE @ClientDeposit DECIMAL(19, 2)
-- Please see also: KAAS_FN_MatterClosable. If you change any of these calculations,
-- ensure the ones in there are changed as well.
--
-- To ensure SAM3 will retrieve these from [dbo].[matters]
SET @DebtBal = 0
SET @OutlayBal = 0
SET @ClientCurrent = 0
SET @ClientDeposit = 0
IF @IsSAM4 = 1
BEGIN
SET @NCOMMAND = N'
SELECT @DebtBal = CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(TRN.[DebtorsValue], 0)), 0)),
@DebtBalDate = MAX(CASE WHEN ISNULL(TRN.[DebtorsValue], 0) = 0 THEN NULL ELSE TRN.[TransDate] END),
@OutlayBal = CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(TRN.[OutlayValue], 0)), 0)),
@OutlayBalDate = MAX(CASE WHEN ISNULL(TRN.[OutlayValue], 0) = 0 THEN NULL ELSE TRN.[TransDate] END),
@ClientCurrent = CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(TRN.[ClientCurrent], 0)), 0)),
@ClientDeposit = CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(TRN.[ClientDeposit], 0)), 0))
FROM [dbo].[Transactions] TRN
WHERE TRN.[MatterCode] = @CaseCode
AND TRN.[Posted] = ''Y''
AND TRN.[RecType] <> ''V''
AND TRN.[CorrectionInd] = ''L'''
EXECUTE sp_executesql @NCOMMAND,
N'@CaseCode VARCHAR(20),
@DebtBal DECIMAL(19, 2) OUTPUT,
@DebtBalDate DATETIME OUTPUT,
@OutlayBal DECIMAL(19, 2) OUTPUT,
@OutlayBalDate DATETIME OUTPUT,
@ClientCurrent DECIMAL(19, 2) OUTPUT,
@ClientDeposit DECIMAL(19, 2) OUTPUT',
@CaseCode = @CaseCode,
@DebtBal = @DebtBal OUTPUT,
@DebtBalDate = @DebtBalDate OUTPUT,
@OutlayBal = @OutlayBal OUTPUT,
@OutlayBalDate = @OutlayBalDate OUTPUT,
@ClientCurrent = @ClientCurrent OUTPUT,
@ClientDeposit = @ClientDeposit OUTPUT
END
--Result Set 1
--WIP
SELECT TIES.[FeeEarn] AS [FeeEarn],
TIES.[NAME] AS [Name],
CASE
WHEN
LEN(TIES.[TOTALTIME] / 60) < 2
THEN
'0' + CAST(TIES.[TOTALTIME] / 60 AS VARCHAR)
ELSE
CAST(TIES.[TOTALTIME] / 60 AS VARCHAR)
END
+ ':'
+ SUBSTRING(CONVERT(VARCHAR(3), 100 + (TIES.[TOTALTIME] % 60)), 2, 2) AS [FETotalHours],
TIES.[Charge] AS [FECharge],
TIES.[ChargeBal] AS [FEChargeBal],
CASE
WHEN
LEN(TIES.[WIPTOTALTIME] / 60) < 2
THEN
'0' + CAST(TIES.[WIPTOTALTIME] / 60 AS VARCHAR)
ELSE
CAST(TIES.[WIPTOTALTIME] / 60 AS VARCHAR)
END
+ ':'
+ SUBSTRING(CONVERT(VARCHAR(3), 100 + (TIES.[WIPTOTALTIME] % 60)), 2, 2) AS [FEWIPHours]
FROM ( SELECT TIE.[FeeEarn] AS [FeeEarn],
HAN.[NAME] AS [NAME],
ISNULL(SUM(ISNULL(TIE.[TIME], 0)), 0) AS [TOTALTIME],
SUM(CONVERT(DECIMAL(18, 2),
ISNULL(TIE.[Charge],
0))) AS [Charge],
SUM(CONVERT(DECIMAL(18, 2),
CASE WHEN @IsSAM4 = 1
AND TIE.[InvoiceNo] <> 0
THEN 0
WHEN @IsSAM4 = 0
THEN ISNULL(TIE.[Charge],
0)
- ISNULL(TIE.[BilledAmount],
0)
ELSE ISNULL(TIE.[Charge],
0) END)) AS [ChargeBal],
CONVERT(INT,
FLOOR(CONVERT(DECIMAL(18, 2), ISNULL(SUM(CASE WHEN @IsSAM4 = 1
AND [TIE].[InvoiceNo] <> 0
THEN 0
WHEN [TIE].[Charge] - [TIE].[BilledAmount] = 0
THEN 0
ELSE TIE.[TIME]
END)
, 0))
*
CASE WHEN SUM(CONVERT(DECIMAL(18, 2),
CASE WHEN @IsSAM4 = 1
AND [TIE].[InvoiceNo] <> 0
THEN 0
WHEN [TIE].[Charge] - [TIE].[BilledAmount] = 0
THEN 0
ELSE TIE.[Charge] END)) = 0
THEN 0
ELSE SUM(CONVERT(DECIMAL(18, 2),
CASE WHEN @IsSAM4 = 1
AND TIE.[InvoiceNo] <> 0
THEN 0
WHEN @IsSAM4 = 0
THEN ISNULL(TIE.[Charge],
0)
- ISNULL(TIE.[BilledAmount],
0)
ELSE ISNULL(TIE.[Charge],
0)
END))
/
SUM(CONVERT(DECIMAL(18, 2),
CASE WHEN @IsSAM4 = 1
AND [TIE].[InvoiceNo] <> 0
THEN 0
WHEN [TIE].[Charge] - [TIE].[BilledAmount] = 0
THEN 0
ELSE TIE.[Charge]
END))
END)) AS [WIPTOTALTIME]
FROM [dbo].[matters] MAT
INNER JOIN [dbo].[TimeEntry] TIE
ON TIE.[MATTER] = MAT.[Code]
INNER JOIN [dbo].[Handlers] HAN
ON HAN.[CODE] = TIE.[FeeEarn]
WHERE TIE.[MATTER] = @CaseCode
AND TIE.[DATE] < GETDATE()
AND ((TIE.[TimeOrCharge] = 'T')
OR (TIE.[TimeOrCharge] = 'C')) --**Changed fetch condition JIRA 1081 - arun
AND TIE.[REC_IRR] <> 'N'
GROUP BY TIE.[FEEEARN],
HAN.[NAME]) TIES
ORDER BY TIES.[ChargeBal] DESC,
TIES.[TOTALTIME] DESC
--Result Set 4
--Activity to Date
SELECT TIES.[Activity],
CASE WHEN TIES.[TOTALTIME] < 0
THEN '-'
ELSE '' END
+
CASE
WHEN
LEN(TIES.[TOTALTIME] / 60) < 2
THEN
'0' + CAST(TIES.[TOTALTIME] / 60 AS VARCHAR)
ELSE
CAST(TIES.[TOTALTIME] / 60 AS VARCHAR)
END
+ ':'
+ SUBSTRING(CONVERT(VARCHAR(3), 100 + (ABS(TIES.[TOTALTIME]) % 60)), 2, 2) AS [ActivityToDateTime],
TIES.[Value] AS [ActivityToDateValue]
FROM ( SELECT TIE.[TASK] AS [Task],
CASE WHEN TSC.[DESC] IS NULL
THEN 'Task Code: ' + ISNULL(TIE.[TASK], '')
ELSE RTRIM(ISNULL(TSC.[DESC],'')) END AS [Activity],
ISNULL(SUM(ISNULL(TIE.[TIME], 0)), 0) AS [TOTALTIME],
SUM( CONVERT(DECIMAL(18, 2), ISNULL(TIE.[Charge], 0))) AS [Value]
FROM [dbo].[matters] MAT
INNER JOIN [dbo].[TimeEntry] TIE
LEFT OUTER JOIN [dbo].[TasksCodes] TSC
ON TSC.[CODE] = TIE.[Task]
ON TIE.[MATTER] = MAT.[Code]
WHERE TIE.[MATTER] = @CaseCode
AND TIE.[DATE] < GETDATE()
AND ((TIE.[TimeOrCharge] = 'T')
OR (TIE.[TimeOrCharge] = 'C')) --**Changed fetch condition JIRA 1081 - arun
AND TIE.[REC_IRR] <> 'N'
AND TIE.[Task] <> 'WRI'
GROUP BY TIE.[TASK],
CASE WHEN TSC.[DESC] IS NULL
THEN 'Task Code: ' + ISNULL(TIE.[TASK], '')
ELSE RTRIM(ISNULL(TSC.[DESC],'')) END) TIES
ORDER BY TIES.[Value] DESC,
TIES.[TOTALTIME] DESC
--Result Set 6
--Total Time [Activity]
SELECT
CASE
WHEN
LEN(TIES.[TOTALTIME] / 60) < 2
THEN
'0' + CAST(TIES.[TOTALTIME] / 60 AS VARCHAR)
ELSE
CAST(TIES.[TOTALTIME] / 60 AS VARCHAR)
END
+ ':'
+ SUBSTRING(CONVERT(VARCHAR(3), 100 + (TIES.[TOTALTIME] % 60)), 2, 2) AS [ActivityTotalTime],
TIES.[Value] AS [ActivityTotalValue]
FROM ( SELECT ISNULL(SUM(ISNULL(TIE.[TIME], 0)), 0) AS [TOTALTIME],
SUM(CONVERT(DECIMAL(18, 2), ISNULL(TIE.[Charge], 0))) AS [Value]
FROM [dbo].[matters] MAT
INNER JOIN [dbo].[TimeEntry] TIE
ON TIE.[MATTER] = MAT.[Code]
WHERE TIE.[MATTER] = @CaseCode
AND ( (TIE.[TimeOrCharge] = 'T')
OR (TIE.[TimeOrCharge] = 'C'))
AND TIE.[TASK] <> 'WRI') TIES
--Result Set 0
--Matter Data
SELECT RTRIM(ISNULL(MAT.[Code], '')) AS [Code],
RTRIM(ISNULL(MAT.[Description], '')) AS [Description],
RTRIM(ISNULL(MAT.[ClientCode], '')) AS [ClientCode],
RTRIM(ISNULL(CLT.[CLNAME], '')) AS [CLName],
RTRIM(ISNULL(CLT.[CLADDR], '')) AS [CLAddr],
RTRIM(ISNULL(MAT.[FECode], '')) AS [FECode],
RTRIM(ISNULL(HAN.[NAME], '')) AS [HandlerName],
RTRIM(ISNULL(MAT.[Dept], '')) AS [Dept],
RTRIM(ISNULL(DPT.[DESC], '')) AS [Desc],
RTRIM(MAT.WType) AS [WType],
RTRIM(ISNULL(WKT.[DESC], '')) AS [WorkType],
MAT.[Started] AS [Started],
MAT.[EstFee] AS [EstFee],
MAT.[ExpBillD] AS [ExpBillD],
CONVERT(DECIMAL(19, 2), CASE WHEN @DebtBal <> 0
THEN @DebtBal
ELSE ISNULL(MAT.[DebtBal], 0) END) AS [DebtBal],
CONVERT(DECIMAL(19, 2), CASE WHEN @OutlayBal <> 0
THEN @OutlayBal
ELSE ISNULL(MAT.[OutlayBal], 0) END) AS [OutlayBal],
MAT.[OutlayBud] AS [OutlayBud],
CONVERT(DECIMAL(19, 2), CASE WHEN @ClientCurrent <> 0
THEN @ClientCurrent + @ClientDeposit
WHEN @ClientDeposit <> 0
THEN @ClientCurrent + @ClientDeposit
ELSE ISNULL(MAT.[ClientBal], 0) END) AS [ClientBal],
CONVERT(DECIMAL(19, 2), CASE WHEN @ClientCurrent <> 0
THEN @ClientCurrent
ELSE ISNULL(MAT.[ClientCurBal], 0) END) AS [ClientCurBal],
CONVERT(DECIMAL(19, 2), CASE WHEN @ClientDeposit <> 0
THEN @ClientDeposit
ELSE ISNULL(MAT.[ClientDepBal], 0) END) AS [ClientDepBal],
MAT.[StatuteLimits] AS [StatuteLimits],
RTRIM(ISNULL(MAT.[User1], '')) AS [User1],
RTRIM(ISNULL(MAT.[User2], '')) AS [User2],
RTRIM(ISNULL(MAT.[User3], '')) AS [User3],
MAT.[Value] AS [Value],
@CSTimeBal AS [TimeBal],
CASE
WHEN
LEN(@CSTimeBal / 60) < 2
THEN
'0' + CAST(@CSTimeBal / 60 AS VARCHAR)
ELSE
CAST(@CSTimeBal / 60 AS VARCHAR)
END
+ ':'
+ SUBSTRING(CONVERT(VARCHAR(3), 100 + CONVERT(INT, @CSTimeBal) % 60), 2, 2) AS [TimeBalHours],
@CSChargeBal AS [ChargeBal],
CASE
WHEN
LEN(@CSTotalTime / 60) < 2
THEN
'0' + CAST(@CSTotalTime / 60 AS VARCHAR)
ELSE
CAST(@CSTotalTime / 60 AS VARCHAR)
END
+ ':'
+ SUBSTRING(CONVERT(VARCHAR(3), 100 + CONVERT(INT, @CSTotalTime) % 60), 2, 2) AS [TotalHours],
@CSTotalCharge AS [TotalCharge],
MAT.[FileColour] AS [FileColour],
RTRIM(ISNULL(MAT.[OldRef], '')) AS [OldRef],
RTRIM(ISNULL(MAT.[Status], '')) AS [Status],
MAT.[StatuteLimits] AS [StatuteLims],
RTRIM(ISNULL(MAT.[Comment], '')) AS [Comment],
@DraftBillValue AS [DraftBillTotal],
@TIEDATE AS [LastBillDate],
@LDIADATE AS [LastActionDate],
RTRIM(ISNULL(@LDIAActionType, '')) AS [LastActionType],
RTRIM(ISNULL(@LDIATEXT1, '')) AS [LastActionText],
RTRIM(ISNULL(@LDIAFNCODE, '')) AS [LastActionFE],
RTRIM(ISNULL(@LDIAFNNAME, '')) AS [LastActionFEName],
@MDIADATE AS [LastMilestoneDate],
RTRIM(ISNULL(@MDIAActionType, '')) AS [LastMilestoneType],
RTRIM(ISNULL(@MDIATEXT1, '')) AS [LastMilestoneText],
RTRIM(ISNULL(@MDIAFNCODE, '')) AS [LastMilestoneFE],
RTRIM(ISNULL(@MDIAFNNAME, '')) AS [LastMilestoneFEName],
@NDIADATE AS [NextActionDate],
RTRIM(ISNULL(@NDIAActionType, '')) AS [NextActionType],
RTRIM(ISNULL(@NDIATEXT1, '')) AS [NextActionText],
RTRIM(ISNULL(@NDIAFNCODE, '')) AS [NextActionFE],
RTRIM(ISNULL(@NDIAFNNAME, '')) AS [NextActionFEName],
@LastTimeEntryDate AS [LastTimeEntryDate],
@LastTimeEntryTime AS [LastTimeEntryTime],
@LastTimeEntryRate AS [LastTimeEntryRate],
@LastTimeEntryCharge AS [LastTimeEntryCharge],
@LastTimeEntryTask AS [LastTimeEntrytask],
@LastTimeEntryComment AS [LastTimeEntryComment],
@LastTimeEntryFE AS [LastTimeEntryFE],
@LastTimeEntryFEName AS [LastTimeEntryFEName],
@CSTimeEntryTotalCharge AS [TimeEntryTotalCharge],
@CSTimeEntryTotalTime AS [TotalTime],
STC.[DESCRIPTION] AS [StatusCodeDescription],
CSM.[CSWKTCODE] AS [CSWKTCode],
TMP.[WKDESC] AS [WKDesc],
CASE WHEN MAT.[ShowCommentInAlarm] = 'Y'
THEN 'True'
ELSE 'False' END AS [ShowCommentInAlarm],
RTRIM(ISNULL(FCL.[COLOURDESC], '')) AS [FileColourDescription],
ISNULL(FCL.[RGBColour], -1) AS [FileColourRGB],
@Section68 AS [Section68],
@IsApproved AS [IsApproved]
FROM dbo.[matters] MAT
LEFT JOIN dbo.[WorkTypes] WKT
ON WKT.[CODE] = MAT.[WType]
LEFT OUTER JOIN dbo.[Departments] DPT
ON DPT.[CODE] = MAT.[Dept]
LEFT OUTER JOIN dbo.[Handlers] HAN
ON HAN.[CODE] = MAT.[FECode]
LEFT OUTER JOIN dbo.[client] CLT
ON CLT.[CLCODE] = MAT.[ClientCode]
LEFT OUTER JOIN dbo.[StatusCodes] STC
ON STC.[CODE] = MAT.[Status]
LEFT OUTER JOIN dbo.[CaseMaster] CSM
LEFT OUTER JOIN dbo.[Templates] TMP
ON TMP.[WKCODE] = CSM.[CSWKTCODE]
ON CSM.[CSCODE] = MAT.[Code]
LEFT OUTER JOIN [dbo].[FileColours] FCL
ON FCL.[COLOURCODE] = MAT.[FileColour]
WHERE MAT.[Code] = @CaseCode
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KEYHM_FlagGetDetails', N'P') IS NOT NULL
BEGIN
DROP PROCEDURE [dbo].[KEYHM_FlagGetDetails]
END
GO
CREATE PROCEDURE [dbo].[KEYHM_FlagGetDetails]
(
@CalledFrom INT=0
)
AS
/*******************************************************************************************************
* This Procedure is used to Action Flag Details *
* *
* Stored Procedure Name : [dbo].[KEYHM_FlagGetDetails] *
* Copied from : [dbo].[Ky_NETFlagGetDetails] *
* *
* Modification History: *
* 2019-04-22 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
IF (@CalledFrom =1)
SELECT [ActionFlagID],
RTRIM(ISNULL([Description],'')) as [Description],
[IsActive]
FROM [dbo].[ActionFlag]
ORDER BY [ActionFlagID]
ELSE
SELECT [ActionFlagID],
RTRIM(ISNULL([Description],'')) as [Description]
FROM [dbo].[ActionFlag]
WHERE [IsActive] = 1
ORDER BY [ActionFlagID]
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_FNConvertDateToUTC'
AND SO.[type] = 'FN')
BEGIN
DROP FUNCTION [dbo].[KEYHM_FNConvertDateToUTC]
END
GO
DECLARE @Compatible BIT
SET @Compatible = CASE WHEN ServerProperty('EngineEdition') = 5
THEN 1
WHEN @@VERSION LIKE '%SQL Server 2008%'
THEN 0
WHEN @@VERSION LIKE '%SQL Server 2012%'
THEN 0
WHEN @@VERSION LIKE '%SQL Server 2014%'
THEN 0
ELSE 1 END
IF @Compatible = 1
BEGIN
EXEC ('CREATE FUNCTION
[dbo].[KEYHM_FNConvertDateToUTC]
(
@Date DATETIME,
@Handler NVARCHAR(10)
)
RETURNS DATETIME
AS
/*******************************************************************************************************
* This function is used to convert local time to UTC *
* *
* Function : KEYHM_FNGetDateForTimeZone *
* *
* Modification History : *
* 2019-10-29 Arun V Created *
* 2022-05-16 Vignesh M Modified Condition added for time conversion *
*******************************************************************************************************/
BEGIN
Declare @NewDate DATETIME
IF CONVERT(TIME, @Date) <> ''00:00:00:000''
SELECT @NewDate = @Date AT TIME ZONE dbo.KEYHM_FNGetHandlerTimeZone(@Handler) AT TIME ZONE ''UTC''
ELSE
SELECT @NewDate = @Date
RETURN (SELECT @NewDate)
End')
END
ELSE
BEGIN
EXEC ('CREATE FUNCTION [dbo].[KEYHM_FNConvertDateToUTC]
(
@Date DATETIME,
@Handler NVARCHAR(10)
)
RETURNS DATETIME
AS
/*******************************************************************************************************
* This function is used to convert local time to UTC *
* *
* Function : KEYHM_FNConvertDateToUTC *
* *
* Modification History : *
* 2019-10-29 Arun V Created *
*******************************************************************************************************/
BEGIN
RETURN
(
SELECT @Date
)
End')
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_FNConvertUTCDateToTargetTimeZone'
AND SO.[type] = 'FN')
BEGIN
DROP FUNCTION [dbo].[KEYHM_FNConvertUTCDateToTargetTimeZone]
END
GO
DECLARE @Compatible BIT
SET @Compatible = CASE WHEN ServerProperty('EngineEdition') = 5
THEN 1
WHEN @@VERSION LIKE '%SQL Server 2008%'
THEN 0
WHEN @@VERSION LIKE '%SQL Server 2012%'
THEN 0
WHEN @@VERSION LIKE '%SQL Server 2014%'
THEN 0
ELSE 1 END
IF @Compatible = 1
BEGIN
EXEC ('CREATE FUNCTION
[dbo].[KEYHM_FNConvertUTCDateToTargetTimeZone]
(
@Date DATETIME,
@Handler NVARCHAR(10)
)
RETURNS DATETIME
AS
/*******************************************************************************************************
* This function is used to convert local time to specified zone time. default is GMT *
* *
* Function : KEYHM_FNGetDateForTimeZone *
* *
* Modification History : *
* 2019-07-03 Rajesh P Created *
*******************************************************************************************************/
BEGIN
RETURN
(
SELECT CONVERT(DATETIME,CONVERT(DATETIMEOFFSET, @Date) AT TIME ZONE (SELECT dbo.KEYHM_FNGetHandlerTimeZone(@Handler)))
)
End')
END
ELSE
BEGIN
EXEC ('CREATE FUNCTION [dbo].[KEYHM_FNConvertUTCDateToTargetTimeZone]
(
@Date DATETIME,
@Handler NVARCHAR(10)
)
RETURNS DATETIME
AS
/*******************************************************************************************************
* This function is used to convert local time to specified zone time. default is GMT *
* *
* Function : KEYHM_FNGetDateForTimeZone *
* *
* Modification History : *
* 2019-07-03 Rajesh P Created *
*******************************************************************************************************/
BEGIN
RETURN
(
SELECT @Date
)
End')
END
GO
IF OBJECT_ID('KEYHM_FNGetHandlerTimeZone',N'FN') IS NOT NULL
DROP FUNCTION KEYHM_FNGetHandlerTimeZone
GO
CREATE FUNCTION [dbo].[KEYHM_FNGetHandlerTimeZone](
@Handler VARCHAR(10)
)
RETURNS NVARCHAR(50)
AS
/*******************************************************************************************************
* This function is used to get the handler time zone, for now its default to GMT standard Time *
* *
* Function : KEYHM_FNGetDateForTimeZone *
* *
* Modification History : *
* 2019-07-03 Rajesh P Created *
* 2019-09-24 Arun V Handler Code added to get used based time zone, default to GMT *
*******************************************************************************************************/
BEGIN
DECLARE @HandlerTimeZone NVARCHAR(50)
SELECT
@HandlerTimeZone = [Value]
FROM
UserSettings
WHERE
[Handler] = @Handler AND
[Key] = 'TimeZone'
SELECT
@HandlerTimeZone = ISNULL(@HandlerTimeZone, 'GMT Standard Time')
RETURN @HandlerTimeZone
End
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_FN_ConvertClarionTimeToHHMM'
AND SO.[type] = 'FN')
BEGIN
DROP FUNCTION [dbo].[KEYHM_FN_ConvertClarionTimeToHHMM]
END
GO
create function
[dbo].[KEYHM_FN_ConvertClarionTimeToHHMM]
(@ClarionTime INT)
returns VARCHAR(5)
AS
/**************************************************************************************
*
* converts an integer value between 1 and 8640000, representing a Clarion Time Value
* in 1/100 of a Second since Midnight to a Time representation in HH:MM format
*
* Stored Procedure name : KEYHM_FN_ConvertClarionTimeToHHMM
* Copied From : ky_NETFNConvertClarionTimeToHHMM
*
* This function prevents Cardinality Estimate Warnings when used in SELECT statements
*
**************************************************************************************/
BEGIN
DECLARE @HHMM VARCHAR(5)
DECLARE @HOUR INT
DECLARE @MINUTE INT
IF @ClarionTime IS NULL
BEGIN
SET @HHMM = ''
END
ELSE IF @ClarionTime < 1
BEGIN
SET @HHMM = ''
END
ELSE IF @ClarionTime > 8640000
BEGIN
SET @HHMM = ''
END
ELSE
BEGIN
SET @ClarionTime = @ClarionTime - 1
SET @HOUR = FLOOR(@ClarionTime / 360000)
SET @ClarionTime = @ClarionTime - (@HOUR * 360000)
SET @MINUTE = FLOOR(@ClarionTime / 6000)
SET @HHMM = SUBSTRING(CONVERT(VARCHAR(3), 100 + @HOUR), 2, 2) + ':' + SUBSTRING(CONVERT(VARCHAR(3), 100 + @MINUTE), 2, 2)
END
RETURN @HHMM
END
GO
IF EXISTS
(SELECT *
FROM SYS.[objects] SO
WHERE SO.[name] = 'KEYHM_FN_DateDiffVerbose'
AND SO.[type] = 'FN')
BEGIN
DROP FUNCTION [dbo].[KEYHM_FN_DateDiffVerbose]
END
GO
CREATE FUNCTION
[dbo].[KEYHM_FN_DateDiffVerbose]
(@FromDate DATETIME,
@ToDate DATETIME)
RETURNS VARCHAR(200)
AS
/*******************************************************************************************************
* Fetch Attachment list by diary number *
* *
* Stored Procedure Name : [dbo].[KEYHM_FN_DateDiffVerbose] *
* Copied from : [dbo].[ky_NETFNDateDiffVerbose] *
* *
* Modification History : *
* 2019-04-16 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
DECLARE @OUTPUT VARCHAR(200)
IF @FromDate IS NULL
BEGIN
RETURN ''
END
IF @ToDate IS NULL
BEGIN
RETURN ''
END
IF (@FromDate >= @ToDate)
BEGIN
RETURN ''
END
DECLARE @Work DATETIME
DECLARE @YEARS INT
SET @YEARS = DATEDIFF(YEAR, @FromDate, @ToDate)
SET @Work = DATEADD(YEAR, @YEARS, @FromDate)
IF (@Work > @ToDate)
BEGIN
SET @YEARS = @YEARS - 1
END
SET @OUTPUT = ''
IF @YEARS = 1
BEGIN
IF @OUTPUT <> ''
BEGIN
SET @OUTPUT = @OUTPUT + ', '
END
SET @OUTPUT = @OUTPUT + '1 Year'
END
IF @YEARS > 1
BEGIN
IF @OUTPUT <> ''
BEGIN
SET @OUTPUT = @OUTPUT + ', '
END
SET @OUTPUT = @OUTPUT + CONVERT(VARCHAR(10), @YEARS) + ' Years'
END
SET @FromDate = DATEADD(YEAR, @YEARS, @FromDate)
DECLARE @MONTHS INT
SET @MONTHS = DATEDIFF(MONTH, @FromDate, @ToDate)
SET @Work = DATEADD(MONTH, @MONTHS, @FromDate)
IF (@Work > @ToDate)
BEGIN
SET @MONTHS = @MONTHS - 1
END
IF @MONTHS = 1
BEGIN
IF @OUTPUT <> ''
BEGIN
SET @OUTPUT = @OUTPUT + ', '
END
SET @OUTPUT = @OUTPUT + '1 Month'
END
IF @MONTHS > 1
BEGIN
IF @OUTPUT <> ''
BEGIN
SET @OUTPUT = @OUTPUT + ', '
END
SET @OUTPUT = @OUTPUT + CONVERT(VARCHAR(10), @MONTHS) + ' Months'
END
SET @FromDate = DATEADD(MONTH, @MONTHS, @FromDate)
DECLARE @DAYS INT
SET @DAYS = DATEDIFF(DAY, @FromDate, @ToDate)
IF @DAYS = 1
BEGIN
IF @OUTPUT <> ''
BEGIN
SET @OUTPUT = @OUTPUT + ' and '
END
SET @OUTPUT = @OUTPUT + '1 Day'
END
IF @DAYS > 1
BEGIN
IF @OUTPUT <> ''
BEGIN
SET @OUTPUT = @OUTPUT + ' and '
END
SET @OUTPUT = @OUTPUT + CONVERT(VARCHAR(10), @DAYS) + ' Days'
END
RETURN @OUTPUT
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = 'KEYHM_FN_GetDefaultRate'
AND SO.[type] = 'FN')
BEGIN
DROP FUNCTION [dbo].[KEYHM_FN_GetDefaultRate]
END
GO
CREATE FUNCTION
[dbo].[KEYHM_FN_GetDefaultRate]
(@MATTER VARCHAR(20),
@FEEEARN VARCHAR(10),
@NCCCODE VARCHAR(10),
@TASK VARCHAR(6))
RETURNS DECIMAL(18, 2)
AS
/*******************************************************************************************************
* Calculates the default Rate for a FeeEarner/Matter *
* *
* Stored Procedure Name : [dbo].[KEYHM_FN_GetDefaultRate] *
* Copied from : [dbo].[ky_NETFNGetDefaultRate] *
* *
* Modification History : *
* 2019-04-24 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
DECLARE @CLIENT VARCHAR(10)
DECLARE @MatterChargeLevel INT
DECLARE @MCRRATE DECIMAL(18, 2)
DECLARE @MCRRATE2 DECIMAL(18, 2)
DECLARE @CCRRATE DECIMAL(18, 2)
DECLARE @CCRRATE2 DECIMAL(18, 2)
DECLARE @HDLRATE DECIMAL(10, 2)
DECLARE @TASKCODE VARCHAR(10)
DECLARE @CHARGEFACTOR DECIMAL(4, 2)
DECLARE @ACTUALRATE DECIMAL(18, 2)
SELECT @CLIENT = RTRIM(ISNULL(MAT.[ClientCode], '')),
@MatterChargeLevel = ISNULL(MAT.[ChargeLevel], 3),
@TASKCODE = CASE RTrim(IsNull(@MATTER, ''))
WHEN '' THEN RTRIM(ISNULL(@NCCCODE, ''))
ELSE RTRIM(ISNULL(@TASK, '')) END
FROM [dbo].[matters] MAT
WHERE MAT.[Code] = @MATTER
SELECT @MCRRATE = MCOR.[Rate]
FROM [dbo].[MatterChargeOutRates] MCOR
WHERE MCOR.[FeCode] = @FEEEARN
AND MCOR.[MatterCode] = @MATTER
SELECT @MCRRATE2 = MCORG.[Rate]
FROM [dbo].[Handlers] HANG
INNER JOIN [dbo].[MatterChargeOutRates] MCORG
ON MCORG.[FeCode] = HANG.[ChargeGroup]
AND MCORG.[MatterCode] = @MATTER
WHERE HANG.[CODE] = @FEEEARN
SET @MCRRATE2 = ISNULL(@MCRRATE2, 0)
SET @MCRRATE = ISNULL(@MCRRATE, @MCRRATE2)
SELECT @CCRRATE = CCOR.[Rate]
FROM [dbo].[ClientChargeOutRates] CCOR
WHERE CCOR.[FeCode] = @FEEEARN
AND CCOR.[ClientCode] = @CLIENT
SELECT @CCRRATE2 = CCORG.[Rate]
FROM [dbo].[Handlers] HANG2
INNER JOIN [dbo].[ClientChargeOutRates] CCORG
ON CCORG.[FeCode] = HANG2.[ChargeGroup]
AND CCORG.[ClientCode] = @CLIENT
WHERE HANG2.[CODE] = @FEEEARN
SET @CCRRATE2 = ISNULL(@CCRRATE2, 0)
SET @CCRRATE = ISNULL(@CCRRATE, @CCRRATE2)
SELECT @HDLRATE = CASE IsNull(@MatterChargeLevel, 3)
WHEN 1 THEN IsNull(HDL.[RATE1], 0)
WHEN 2 THEN IsNull(HDL.[RATE2], 0)
WHEN 3 THEN IsNull(HDL.[RATE3], 0)
WHEN 4 THEN IsNull(HDL.[RATE4], 0)
WHEN 5 THEN IsNull(HDL.[RATE5], 0)
ELSE IsNull(HDL.[RATE], 0) END
FROM [dbo].[Handlers] HDL
WHERE HDL.[CODE] = @FEEEARN
SET @HDLRATE = ISNULL(@HDLRATE, 0)
SELECT @CHARGEFACTOR = CASE IsNull(TAC.[ChargeLevel], 'C')
WHEN 'A' THEN 0.33
WHEN 'B' THEN 0.67
WHEN 'C' THEN 1.00
WHEN 'D' THEN 1.33
WHEN 'E' THEN 1.67
ELSE 1.00 END
FROM [dbo].[TasksCodes] TAC
WHERE TAC.[CODE] = @TASKCODE
SET @CHARGEFACTOR = ISNULL(@CHARGEFACTOR, 1)
SELECT @ACTUALRATE = Case When IsNull(MAT.[ChargeOutRateInd], 'N') = 'Y'
THEN @MCRRATE
When IsNull(CON.[ChargeOutRateInd], 'N') = 'Y'
THEN @CCRRATE
ELSE @CHARGEFACTOR * @HDLRATE END
FROM [dbo].[matters] MAT
INNER JOIN [dbo].[contacts] CON
ON CON.[Code] = MAT.[ClientCode]
WHERE MAT.[code] = @MATTER
SET @ACTUALRATE = ISNULL(@ACTUALRATE, @CHARGEFACTOR * @HDLRATE)
RETURN @ACTUALRATE
END
GO
IF OBJECT_ID(N'KEYHM_FN_GetDocFolders',N'TF')IS NOT NULL
DROP FUNCTION KEYHM_FN_GetDocFolders
GO
CREATE FUNCTION [dbo].[KEYHM_FN_GetDocFolders]
(@MatterCode VARCHAR(20),
@parentid INT,
@fulltree BIT,
@includeparent BIT)
RETURNS
@DocFolders TABLE
([seq] INT IDENTITY (1, 1) NOT NULL PRIMARY KEY,
[id] INT NOT NULL,
[parent] INT NOT NULL,
[foldername] VARCHAR(500) NOT NULL,
[foldericon] INT NOT NULL,
[folderimage] VARBINARY(MAX),
[foldershared] BIT NOT NULL,
[folderisours] BIT NOT NULL,
[documentcount] INT NOT NULL)
AS
/*************************************************************************************************************
* *
* Stored Procedure Name: [dbo].[KEYHM_FN_GetDocFolders] *
* Copied from : [dbo].[ky_NETTFGetDocFolders4] *
* *
* *
* Retrieve a document folder tree *
* @parentid - the ID of the root folder *
* @fulltree - get the complete tree for @parentid *
* 0 - get only the first level child nodes *
* 1 - get all child nodes *
* @includeparent - include the parent node itself *
* 0 - the top level returned are the child nodes *
* 1 - the top level returned is the parent node *
* *
* Modification History: *
* 2018-12-06 Arun.V Created to return file count *
* 2019-04-26 Vinodhan.K Added folderimage field *
* 2019-08-16 Arun V Changed [docfoldercount] to update the files count, *
*************************************************************************************************************/
BEGIN
Declare @DocFoldersX Table
([seq] INT IDENTITY (0, 1) NOT NULL PRIMARY KEY,
[id] INT NOT NULL,
[parent] INT NOT NULL,
[foldername] VARCHAR(500) NOT NULL,
[foldericon] INT NOT NULL,
[folderimage] VARBINARY(MAX),
[foldershared] BIT NOT NULL,
[folderisours] BIT NOT NULL,
[docfoldercount] INT NOT NULL,
[Iteration] INT NULL)
DECLARE @AllFilesCount INT =0
IF(@includeparent =1)
BEGIN
SET @AllFilesCount = (SELECT count(*) FROM DiaryAttachments where CASECODE = @MatterCode)
INSERT
INTO @DocFolders
([id],
[parent],
[foldername],
[foldericon],
[folderimage],
[foldershared],
[folderisours],
[documentcount])
SELECT 0,
-1, -- To avoid recusrive loop in WebApi
'All',
0,
NULL,
0,
0,
@AllFilesCount
END
IF ISNULL(@parentid, 0) = 0
BEGIN
INSERT
INTO @DocFoldersX
([id],
[parent],
[foldername],
[foldericon],
[folderimage],
[foldershared],
[folderisours],
[docfoldercount],
Iteration)
SELECT [DF].[id],
0,
[DF].[foldername],
[DF].[foldericon],
[DFU].[image],
0,
1,
0,
0
FROM [dbo].[DocFolders] [DF]
LEFT JOIN [dbo].[DocFolderUploadedImages] [DFU]
ON [DF].[foldericon] = [DFU].[id]
WHERE [DF].[parent] IS NULL
ORDER BY [DF].[foldername],
[DF].[id]
END
ELSE
BEGIN
IF @includeparent = 1
BEGIN
INSERT
INTO @DocFoldersX
([id],
[parent],
[foldername],
[foldericon],
[folderimage],
[foldershared],
[folderisours],
[docfoldercount],
Iteration)
SELECT [DF].[id],
ISNULL([DF].[parent], 0),
[DF].[foldername],
[DF].[foldericon],
[DFU].[image],
0,
1,
0,
0
FROM [dbo].[DocFolders] [DF]
LEFT JOIN [dbo].[DocFolderUploadedImages] [DFU]
ON [DF].[foldericon] = [DFU].[id]
WHERE [DF].[id] = @parentid
ORDER BY [DF].[foldername],
[DF].[id]
END
ELSE
BEGIN
INSERT
INTO @DocFoldersX
([id],
[parent],
[foldername],
[foldericon],
[folderimage],
[foldershared],
[folderisours],
[docfoldercount],
Iteration)
SELECT [DF].[id],
ISNULL([DF].[parent], 0),
[DF].[foldername],
[DF].[foldericon],
[DFU].[image],
0,
1,
0,
0
FROM [dbo].[DocFolders] [DF]
LEFT JOIN [dbo].[DocFolderUploadedImages] [DFU]
ON [DF].[foldericon] = [DFU].[id]
WHERE [DF].[parent] = @parentid
ORDER BY [DF].[foldername],
[DF].[id]
END
END
UPDATE [DFX]
SET [DFX].[foldershared] = [FSDF].[Shared],
[DFX].[folderisours] = [IO].[IsOurs]
FROM @DocFoldersX [DFX]
INNER JOIN [dbo].[FileSharingDocFolders] [FSDF]
CROSS APPLY (SELECT CASE WHEN COUNT(CASE WHEN ISNULL([FSS].[CollabDocFolderID], 0) = 0
THEN 1
ELSE NULL END) = 0
THEN 0
ELSE 1 END AS [IsOurs]
FROM [dbo].[FileSharingMapping] [FSM]
INNER JOIN [dbo].[FileSharingServers] [FSS]
ON [FSS].[id] = [FSM].[FileSharingServersID]
WHERE [FSM].[FileSharingDocFoldersID] = [FSDF].[DocFolderID]) [IO]
ON [FSDF].[DocFolderID] = [DFX].[id]
DECLARE @ITEM INT=0
WHILE EXISTS(SELECT NULL FROM [dbo].[DocFolders] [DF]
INNER JOIN @DocFoldersX DocFoldersX ON DF.parent=DocFoldersX.Id And Iteration=@Item)
BEGIN
INSERT
INTO @DocFoldersX
([id]
,[parent]
,[foldername]
,[foldericon]
,[folderimage]
,[foldershared]
,[folderisours]
,[docfoldercount]
,Iteration)
SELECT [DF].[id],
ISNULL(DocFoldersX.ID, 0) [parent],
DF.[foldername],
[DF].[foldericon],
[DFU].[image],
0 [foldershared],
1 [folderisours],
0 [docfoldercount], --INTO #DocFoldersX_Itr
@ITEM + 1 [Iteration]
FROM [dbo].[DocFolders] [DF]
INNER JOIN @DocFoldersX DocFoldersX ON DF.parent=DocFoldersX.Id
LEFT JOIN [dbo].[DocFolderUploadedImages] [DFU]
ON [DF].[foldericon] = [DFU].[id]
WHERE DocFoldersX.Iteration=@ITEM
ORDER BY [DF].[foldername],
[DF].[id]
SET @ITEM=@ITEM+1
END
UPDATE [DF]
SET [DF].[docfoldercount] = [TTD].[TOTAL]
FROM @DocFoldersX [DF]
CROSS APPLY (SELECT COUNT(1) AS [TOTAL]
FROM [dbo].[DocFolderDocuments] [DFD]
WHERE [DFD].[DocFolderID] = [DF].[id]) [TTD]
WHERE
[DF].[Parent] <> -1
Insert into @DocFolders([id],[parent],[foldername],[foldericon],[folderimage],[foldershared],[folderisours],[documentcount])
select [id],[parent],[foldername],[foldericon],[folderimage],[foldershared],[folderisours],[docfoldercount]
from
@DocFoldersX
Order by Foldername,
Case when parent =0 then Id else parent end
RETURN
END
GO
IF OBJECT_ID(N'[KEYHM_FN_GETFILEPATH]',N'FN')IS NOT NULL
DROP FUNCTION [KEYHM_FN_GETFILEPATH]
GO
CREATE FUNCTION
[dbo].[KEYHM_FN_GETFILEPATH]
(@DOCUMENT VARCHAR(500),
@FPATH VARCHAR(500))
RETURNS VARCHAR(255)
AS
/*******************************************************************************************************
* This function is used to restrict file not exceed 255 character. *
* *
* Stored Procedure Name : [dbo].[KEYHM_FN_GETFILEPATH] *
* Copied from : [dbo].[ky_NETFNGETFILEPATH] *
* *
* Modification History : *
* 2019-04-12 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
DECLARE @LEN INT
DECLARE @RPATH VARCHAR(2000)
SET @RPATH = SUBSTRING(@FPATH,LEN(@FPATH)-CHARINDEX ('\',REVERSE(@FPATH))+2,LEN(@FPATH))
SET @FPATH = REPLACE(@FPATH,@RPATH,@DOCUMENT )
SET @LEN = CHARINDEX ('_',REVERSE(@DOCUMENT))
IF( @LEN = 0)
BEGIN
SET @RPATH = @FPATH
END
ELSE
BEGIN
SET @RPATH = REPLACE(@FPATH,SUBSTRING(@DOCUMENT,0,LEN(@DOCUMENT)-CHARINDEX ('_',REVERSE(@DOCUMENT))+1) ,'')
END
IF(LEN(@FPATH) > 255)
BEGIN
IF(LEN(@RPATH) < 255)
BEGIN
DECLARE @PLENGTH INT
SET @PLENGTH = 255 - LEN(@RPATH )
DECLARE @FNAME VARCHAR(200) -- PINO 2015-04-20
SET @FNAME = SUBSTRING(@DOCUMENT,0,LEN(@DOCUMENT)-CHARINDEX ('_',REVERSE(@DOCUMENT))+1) --PINO 2015-04-20
SET @RPATH = SUBSTRING(@FNAME,0,@PLENGTH)
SET @FPATH = REPLACE(@FPATH, @FNAME, @RPATH)
RETURN @FPATH
END
ELSE IF(LEN(@RPATH) = 255)
BEGIN
RETURN @RPATH
END
ELSE
BEGIN
RETURN 'NOCHANGE'
END
END
ELSE
BEGIN
RETURN @FPATH
END
RETURN 'NOCHANGE'
END
GO
IF EXISTS
(SELECT *
FROM SYS.[objects] SO
WHERE SO.[name] = 'KEYHM_FN_GetOldPermissions'
AND SO.[type] = 'FN')
BEGIN
DROP FUNCTION [dbo].[KEYHM_FN_GetOldPermissions]
END
GO
CREATE FUNCTION
[dbo].[KEYHM_FN_GetOldPermissions]
(@HANDLER VARCHAR(10))
RETURNS BIGINT
AS
/*******************************************************************************************************
* *
* *
* Stored Procedure Name : [dbo].[KEYHM_FN_GetOldPermissions] *
* Copied from : [dbo].[ky_NETFNGetOldPermissions] *
* *
* Modification History: *
* 2019-04-26 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
DECLARE @PERMISSIONS BIGINT
DECLARE @LOGONS TABLE
([CODE] VARCHAR(10),
[LOGON] VARCHAR(10),
[NAME] varchar(50),
[OPE_NUMBER] int)
DECLARE @LOGONS2 TABLE
([CODE] VARCHAR(10),
[LOGON] VARCHAR(10),
[NAME] varchar(50),
[OPE_NUMBER] int)
/* To aid uniformity, all queries have the same form. In this first one it should not be necessary to join to @LOGONs but
doing so is harmless and it makes this query look the same as all the others.
The Outer Apply links to DS1, DS2, DS3 and DS4 check that the DSSW21 entry has not already been matched to a handler.
If this is so, it tries to match the DSSW21 record to a handler with an exact name match.
*/
INSERT
INTO @LOGONS2
([CODE],
[LOGON],
[NAME],
[OPE_NUMBER])
SELECT MTC.[CODE],
MTC.[LOGON],
MTC.[NAME],
MTC.[MATCH]
FROM (select HAN.[CODE],
HAN.[LOGON],
HAN.[NAME],
CASE WHEN DS1.[OPE_NUMBER] IS NOT NULL
THEN DS1.[OPE_NUMBER]
ELSE DS2.[OPE_NUMBER] END AS [Match]
from [dbo].[Handlers] HAN
OUTER APPLY (SELECT TOP 1 DS.[OPE_NUMBER]
FROM [dbo].[DSSW21] DS
WHERE RTrim(HAN.[NAME]) LIKE RTrim(DS.[OPE_FIRSTNAME]) + '%' + RTRIM(DS.[OPE_SURNAME])) DS1
OUTER APPLY (SELECT TOP 1 DS.[OPE_NUMBER]
FROM [dbo].[DSSW21] DS
WHERE RTrim(HAN.[NAME]) LIKE RTrim(DS.[OPE_SURNAME]) + '%' + RTRIM(DS.[OPE_FIRSTNAME])) DS2
OUTER APPLY (SELECT TOP 1 DS.[OPE_NUMBER]
FROM [dbo].[DSSW21] DS
WHERE Soundex(RTrim(HAN.[NAME])) = SOUNDEX(RTrim(DS.[OPE_SURNAME]) + ' ' + RTRIM(DS.[OPE_FIRSTNAME]))) DS3
OUTER APPLY (SELECT TOP 1 DS.[OPE_NUMBER]
FROM [dbo].[DSSW21] DS
WHERE Soundex(RTrim(HAN.[NAME])) = SOUNDEX(RTrim(DS.[OPE_FIRSTNAME]) + ' ' + RTRIM(DS.[OPE_SURNAME]))) DS4
OUTER APPLY (SELECT TOP 1 DS.[OPE_NUMBER]
FROM [dbo].[DSSW21] DS
LEFT OUTER JOIN [dbo].[Handlers] HN
ON HN.[NAME] LIKE RTrim(DS.[OPE_FIRSTNAME]) + '%' + RTRIM(DS.[OPE_SURNAME])
OR HN.[NAME] LIKE RTrim(DS.[OPE_SURNAME]) + '%' + RTRIM(DS.[OPE_FIRSTNAME])
WHERE DS1.[OPE_NUMBER] IS NULL
AND DS2.[OPE_NUMBER] IS NULL
AND DS3.[OPE_NUMBER] IS NULL
AND DS4.[OPE_NUMBER] IS NULL
AND HN.[CODE] IS NULL
AND ( RTrim(HAN.[NAME]) LIKE '%' + RTrim(DS.[OPE_FIRSTNAME]) + '%'
OR RTrim(HAN.[NAME]) LIKE '%' + RTrim(DS.[OPE_SURNAME]) + '%')) DS5
WHERE HAN.[CODE] = @HANDLER
AND RTRIM(ISNULL(HAN.[Logon], '')) <> '') MTC
LEFT OUTER JOIN @LOGONS LO
ON LO.[OPE_NUMBER] = MTC.[Match]
WHERE MTC.[Match] IS NOT NULL
AND LO.[OPE_NUMBER] IS NULL
-- This eliminates duplicate matches. If there are more than one handler matching a DSSW21 entry, we can't be sure which one it is,
-- and we will ignore the match. We only include the ones that have exactly ONE match
INSERT
INTO @LOGONS
([CODE],
[LOGON],
[NAME],
[OPE_NUMBER])
SELECT LO.[CODE],
LO.[LOGON],
LO.[NAME],
LO.[OPE_NUMBER]
FROM ( SELECT OPE_NUMBER
from @LOGONS2
GROUP BY OPE_NUMBER
HAVING COUNT(1) = 1) MH
INNER JOIN @LOGONS2 LO
ON LO.[OPE_NUMBER] = MH.[OPE_NUMBER]
DELETE @LOGONS2
/* The Outer Apply links to DS1, DS2, DS3 and DS4 check that the DSSW21 entry has not already been matched to a handler.
If this is so, it tries to match the DSSW21 record to a handler with an exact name match.
*/
INSERT
INTO @LOGONS2
([CODE],
[LOGON],
[NAME],
[OPE_NUMBER])
SELECT MTC.[CODE],
MTC.[LOGON],
MTC.[NAME],
MTC.[MATCH]
FROM (select HAN.[CODE],
HAN.[LOGON],
HAN.[NAME],
CASE WHEN DS1.[OPE_NUMBER] IS NOT NULL
THEN DS1.[OPE_NUMBER]
WHEN DS2.[OPE_NUMBER] IS NOT NULL
THEN DS2.[OPE_NUMBER]
WHEN DS3.[OPE_NUMBER] IS NOT NULL
THEN DS3.[OPE_NUMBER]
ELSE DS4.[OPE_NUMBER] END AS [Match]
from [dbo].[Handlers] HAN
OUTER APPLY (SELECT TOP 1 DS.[OPE_NUMBER]
FROM [dbo].[DSSW21] DS
WHERE RTrim(HAN.[NAME]) LIKE RTrim(DS.[OPE_FIRSTNAME]) + '%' + RTRIM(DS.[OPE_SURNAME])) DS1
OUTER APPLY (SELECT TOP 1 DS.[OPE_NUMBER]
FROM [dbo].[DSSW21] DS
WHERE RTrim(HAN.[NAME]) LIKE RTrim(DS.[OPE_SURNAME]) + '%' + RTRIM(DS.[OPE_FIRSTNAME])) DS2
OUTER APPLY (SELECT TOP 1 DS.[OPE_NUMBER]
FROM [dbo].[DSSW21] DS
WHERE Soundex(RTrim(HAN.[NAME])) = SOUNDEX(RTrim(DS.[OPE_SURNAME]) + ' ' + RTRIM(DS.[OPE_FIRSTNAME]))) DS3
OUTER APPLY (SELECT TOP 1 DS.[OPE_NUMBER]
FROM [dbo].[DSSW21] DS
WHERE Soundex(RTrim(HAN.[NAME])) = SOUNDEX(RTrim(DS.[OPE_FIRSTNAME]) + ' ' + RTRIM(DS.[OPE_SURNAME]))) DS4
OUTER APPLY (SELECT TOP 1 DS.[OPE_NUMBER]
FROM [dbo].[DSSW21] DS
LEFT OUTER JOIN [dbo].[Handlers] HN
ON HN.[NAME] LIKE RTrim(DS.[OPE_FIRSTNAME]) + '%' + RTRIM(DS.[OPE_SURNAME])
OR HN.[NAME] LIKE RTrim(DS.[OPE_SURNAME]) + '%' + RTRIM(DS.[OPE_FIRSTNAME])
WHERE DS1.[OPE_NUMBER] IS NULL
AND DS2.[OPE_NUMBER] IS NULL
AND DS3.[OPE_NUMBER] IS NULL
AND DS4.[OPE_NUMBER] IS NULL
AND HN.[CODE] IS NULL
AND ( RTrim(HAN.[NAME]) LIKE '%' + RTrim(DS.[OPE_FIRSTNAME]) + '%'
OR RTrim(HAN.[NAME]) LIKE '%' + RTrim(DS.[OPE_SURNAME]) + '%')) DS5
WHERE HAN.[CODE] = @HANDLER
AND RTRIM(ISNULL(HAN.[Logon], '')) <> '') MTC
LEFT OUTER JOIN @LOGONS LO
ON LO.[OPE_NUMBER] = MTC.[Match]
WHERE MTC.[Match] IS NOT NULL
AND LO.[OPE_NUMBER] IS NULL
INSERT
INTO @LOGONS
([CODE],
[LOGON],
[NAME],
[OPE_NUMBER])
SELECT LO.[CODE],
LO.[LOGON],
LO.[NAME],
LO.[OPE_NUMBER]
FROM ( SELECT OPE_NUMBER
from @LOGONS2
GROUP BY OPE_NUMBER
HAVING COUNT(1) = 1) MH
INNER JOIN @LOGONS2 LO
ON LO.[OPE_NUMBER] = MH.[OPE_NUMBER]
DELETE @LOGONS2
INSERT
INTO @LOGONS2
([CODE],
[LOGON],
[NAME],
[OPE_NUMBER])
SELECT MTC.[CODE],
MTC.[LOGON],
MTC.[NAME],
MTC.[MATCH]
FROM (select HAN.[CODE],
HAN.[LOGON],
HAN.[NAME],
CASE WHEN DS1.[OPE_NUMBER] IS NOT NULL
THEN DS1.[OPE_NUMBER]
WHEN DS2.[OPE_NUMBER] IS NOT NULL
THEN DS2.[OPE_NUMBER]
WHEN DS3.[OPE_NUMBER] IS NOT NULL
THEN DS3.[OPE_NUMBER]
WHEN DS4.[OPE_NUMBER] IS NOT NULL
THEN DS4.[OPE_NUMBER]
ELSE DS5.[OPE_NUMBER] END AS [Match]
from [dbo].[Handlers] HAN
OUTER APPLY (SELECT TOP 1 DS.[OPE_NUMBER]
FROM [dbo].[DSSW21] DS
WHERE RTrim(HAN.[NAME]) LIKE RTrim(DS.[OPE_FIRSTNAME]) + '%' + RTRIM(DS.[OPE_SURNAME])) DS1
OUTER APPLY (SELECT TOP 1 DS.[OPE_NUMBER]
FROM [dbo].[DSSW21] DS
WHERE RTrim(HAN.[NAME]) LIKE RTrim(DS.[OPE_SURNAME]) + '%' + RTRIM(DS.[OPE_FIRSTNAME])) DS2
OUTER APPLY (SELECT TOP 1 DS.[OPE_NUMBER]
FROM [dbo].[DSSW21] DS
WHERE Soundex(RTrim(HAN.[NAME])) = SOUNDEX(RTrim(DS.[OPE_SURNAME]) + ' ' + RTRIM(DS.[OPE_FIRSTNAME]))) DS3
OUTER APPLY (SELECT TOP 1 DS.[OPE_NUMBER]
FROM [dbo].[DSSW21] DS
WHERE Soundex(RTrim(HAN.[NAME])) = SOUNDEX(RTrim(DS.[OPE_FIRSTNAME]) + ' ' + RTRIM(DS.[OPE_SURNAME]))) DS4
OUTER APPLY (SELECT TOP 1 DS.[OPE_NUMBER]
FROM [dbo].[DSSW21] DS
LEFT OUTER JOIN [dbo].[Handlers] HN
ON HN.[NAME] LIKE RTrim(DS.[OPE_FIRSTNAME]) + '%' + RTRIM(DS.[OPE_SURNAME])
OR HN.[NAME] LIKE RTrim(DS.[OPE_SURNAME]) + '%' + RTRIM(DS.[OPE_FIRSTNAME])
WHERE DS1.[OPE_NUMBER] IS NULL
AND DS2.[OPE_NUMBER] IS NULL
AND DS3.[OPE_NUMBER] IS NULL
AND DS4.[OPE_NUMBER] IS NULL
AND HN.[CODE] IS NULL
AND ( RTrim(HAN.[NAME]) LIKE '%' + RTrim(DS.[OPE_FIRSTNAME]) + '%'
OR RTrim(HAN.[NAME]) LIKE '%' + RTrim(DS.[OPE_SURNAME]) + '%')) DS5
WHERE HAN.[CODE] = @HANDLER
AND RTRIM(ISNULL(HAN.[Logon], '')) <> '') MTC
LEFT OUTER JOIN @LOGONS LO
ON LO.[OPE_NUMBER] = MTC.[Match]
WHERE MTC.[Match] IS NOT NULL
AND LO.[OPE_NUMBER] IS NULL
INSERT
INTO @LOGONS
([CODE],
[LOGON],
[NAME],
[OPE_NUMBER])
SELECT LO.[CODE],
LO.[LOGON],
LO.[NAME],
LO.[OPE_NUMBER]
FROM ( SELECT OPE_NUMBER
from @LOGONS2
GROUP BY OPE_NUMBER
HAVING COUNT(1) = 1) MH
INNER JOIN @LOGONS2 LO
ON LO.[OPE_NUMBER] = MH.[OPE_NUMBER]
DELETE @LOGONS2
SELECT @PERMISSIONS = CONVERT(BIGINT, ISNULL(JP.[JPER_Permissions], 0))
from [dbo].[Handlers] HAN
LEFT OUTER JOIN @LOGONS LO
INNER JOIN [dbo].[DSSW21] DS
ON DS.[OPE_NUMBER] = LO.[OPE_NUMBER]
ON LO.[CODE] = HAN.[CODE]
LEFT OUTER JOIN JPermissions JP
ON JP.[JPER_UserNumber] = LO.[OPE_NUMBER]
WHERE LO.[OPE_NUMBER] IS NOT NULL
ORDER BY LO.[OPE_NUMBER]
SET @PERMISSIONS = ISNULL(@PERMISSIONS, 0)
RETURN @PERMISSIONS
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_FN_GetUNCPathFromFile'
AND SO.[type] = 'FN')
BEGIN
DROP FUNCTION [dbo].[KEYHM_FN_GetUNCPathFromFile]
END
GO
CREATE FUNCTION
[dbo].[KEYHM_FN_GetUNCPathFromFile]
(@strFileName varchar(max))
RETURNS varchar(max)
AS
/************************************************************************
*
* Get the UNC Location of a file (provided the drive is stored in
* the UNCAlias table)
*
* Modification History
* 2015-10-20 Pino Carafa Imported into Framework
* 2019-12-26 Arun V Copied from Ky_GetUNCPathFromFile
************************************************************************/
BEGIN
DECLARE @strUNCFileName varchar(max)
SET @strFileName = ISNULL(@strFileName, '')
SET @strUNCFileName = @strFileName
IF (SUBSTRING(@strUNCFileName, 2, 1) = ':')
BEGIN
SELECT @strUNCFileName = ISNULL(MAX(UNC.[UNC]) + SUBSTRING(@strUNCFileName, 3, LEN(@strUNCFileName) - 2), @strUNCFileName)
FROM [dbo].[UNCAlias] UNC
WHERE SUBSTRING(@strUNCFileName, 1, 1) = UNC.[Drive]
SET @strUNCFileName = LEFT(@strUNCFileName, 2) + REPLACE(RIGHT(@strUNCFileName, LEN(@strUNCFileName) - 2), '\\', '\')
END
RETURN @strUNCFileName
END
GO
IF EXISTS
(SELECT *
FROM SYS.[objects] SO
WHERE SO.[name] = 'KEYHM_FN_MatterClosable'
AND SO.[type] = 'TF')
BEGIN
DROP FUNCTION [dbo].[KEYHM_FN_MatterClosable]
END
GO
/*******************************************************************************************************
* Get the parameters to establish whether a matter can be closed at this point. *
* Please note that Bal, Rec, Diary and Undertakings should prevent a matter from closing, while *
* Time and Charge should lead to a warning and the user can decide to close the matter anyway. *
* *
* Stored Procedure Name : [dbo].[KEYHM_FN_MatterClosable] *
* Copied from : [dbo].[ky_NETFNMatterClosable] *
* *
* Modification History : *
* 2019-04-24 Vinodhan K Created *
*******************************************************************************************************/
GO
IF [dbo].[ISSAM4]() = 1
BEGIN
EXEC ('
CREATE FUNCTION
[dbo].[KEYHM_FN_MatterClosable]
(@MATTER VARCHAR(20))
RETURNS @Closables TABLE
([AlreadyClosed] int,
[HasOutstandingBal] int,
[HasOutstandingTimeBal] int,
[HasOutstandingChargeBal] int,
[HasOutstandingRec] int,
[HasOutstandingDiary] int,
[HasOutstandingUndertakings] int)
AS
BEGIN
DECLARE @AlreadyClosed INT
DECLARE @HasOutstandingRec INT
DECLARE @HasOutstandingBal INT
DECLARE @HasOutstandingTimeBal INT
DECLARE @HasOutstandingChargeBal INT
DECLARE @HasOutstandingDiary INT
DECLARE @HasOutstandingUndertakings INT
DECLARE @Year INT
DECLARE @IsSAM4 bit
SET @IsSAM4 = 1
-- Please see also: ky_NETCaseSummaryPageLoad. If you change any of these calculations,
-- ensure the ones in there are changed as well.
-- ky_NETTLFetchTimeEntry. If you change any of these calculations,
-- ensure the ones in there are changed as well.
DECLARE @TimeBal INT
DECLARE @ChargeBal DECIMAL(19, 2)
DECLARE @TotalCharge Decimal(19, 2)
DECLARE @TotalTime INT
DECLARE @TimeEntryTotalCharge DECIMAL(19, 2)
DECLARE @TimeEntryTotalTime INT
SELECT @TimeEntryTotalCharge = ISNULL(SUM(ISNULL(TIE.[Charge], 0)), 0),
@TimeEntryTotalTime = ISNULL(SUM(ISNULL(TIE.[TIME], 0)), 0),
@TotalCharge = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '''') = ''N''
THEN 0
ELSE ISNULL(TIE.[Charge], 0) END), 0),
@ChargeBal = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '''') = ''N''
THEN 0
WHEN @IsSAM4 = 1
AND ISNULL(TIE.[InvoiceNo], 0) <> 0
THEN 0
WHEN @IsSAM4 = 1
THEN ISNULL(TIE.[Charge], 0)
ELSE ISNULL(TIE.[Charge], 0) - ISNULL(TIE.[BilledAmount], 0) END), 0),
@TimeBal = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '''') = ''N''
THEN 0
WHEN @IsSAM4 = 1
AND ISNULL(TIE.[InvoiceNo], 0) <> 0
THEN 0
WHEN @IsSAM4 = 0
THEN CASE WHEN TIE.[Charge] = 0
THEN 0
ELSE CONVERT(INT,
FLOOR(CONVERT(DECIMAL(18, 2), TIE.[TIME])
* ( (TIE.[Charge] - TIE.[BilledAmount])
/
TIE.[Charge]))) END
ELSE ISNULL(TIE.[Time], 0) END), 0),
@TotalTime = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '''') = ''N''
THEN 0
ELSE ISNULL(TIE.[Time], 0) END), 0)
FROM [dbo].[TimeEntry] TIE
WHERE TIE.[Matter] = @MATTER
AND ( (TIE.[TimeOrCharge] = ''T'')
OR (TIE.[TimeOrCharge] = ''C'')) --**Changed fetch condition JIRA 1081 - arun
DECLARE @DebtBal DECIMAL(19, 2)
DECLARE @OutlayBal DECIMAL(19, 2)
DECLARE @DebtBalDate DATETIME
DECLARE @OutlayBalDate DATETIME
DECLARE @ClientCurrent DECIMAL(19, 2)
DECLARE @ClientDeposit DECIMAL(19, 2)
DECLARE @NCOMMAND NVARCHAR(MAX)
-- To ensure SAM3 will retrieve these from [dbo].[matters]
SET @DebtBal = 0
SET @OutlayBal = 0
SET @ClientCurrent = 0
SET @ClientDeposit = 0
SELECT @DebtBal = CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(TRN.[DebtorsValue], 0)), 0)),
@DebtBalDate = MAX(CASE WHEN ISNULL(TRN.[DebtorsValue], 0) = 0 THEN NULL ELSE TRN.[TransDate] END),
@OutlayBal = CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(TRN.[OutlayValue], 0)), 0)),
@OutlayBalDate = MAX(CASE WHEN ISNULL(TRN.[OutlayValue], 0) = 0 THEN NULL ELSE TRN.[TransDate] END),
@ClientCurrent = CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(TRN.[ClientCurrent], 0)), 0)),
@ClientDeposit = CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(TRN.[ClientDeposit], 0)), 0))
FROM [dbo].[Transactions] TRN
WHERE TRN.[MatterCode] = @MATTER
AND TRN.[Posted] = ''Y''
AND TRN.[RecType] <> ''V''
AND TRN.[CorrectionInd] = ''L''
SELECT @AlreadyClosed = CASE WHEN MAT.[Closed] = ''Y'' THEN 1 ELSE 0 END,
@HasOutstandingBal = CASE WHEN @DebtBal <> 0
THEN 1
WHEN ISNULL(MAT.[DebtBal], 0) <> 0
THEN 1
WHEN @OutlayBal <> 0
THEN 1
WHEN ISNULL(MAT.[OutlayBal], 0) <> 0
THEN 1
WHEN ISNULL(MAT.[ClientBal], 0) <> 0 --No need to check @ClientCurBal + @ClientDepBal
THEN 1
WHEN @ClientCurrent <> 0
THEN 1
WHEN ISNULL(MAT.[ClientCurBal], 0) <> 0
THEN 1
WHEN @ClientDeposit <> 0
THEN 1
WHEN ISNULL(MAT.[ClientDepBal], 0) <> 0
THEN 1
ELSE 0 END,
@HasOutstandingTimeBal = CASE WHEN @TimeBal <> 0 THEN 1 ELSE 0 END,
@HasOutstandingChargeBal = CASE WHEN @ChargeBal <> 0 THEN 1 ELSE 0 END
FROM [dbo].[matters] MAT
WHERE MAT.[Code] = @MATTER
SET @AlreadyClosed = ISNULL(@AlreadyClosed, 0)
SET @HasOutstandingBal = ISNULL(@HasOutstandingBal, 0)
SET @HasOutstandingTimeBal = ISNULL(@HasOutstandingTimeBal, 0)
SET @HasOutstandingChargeBal = ISNULL(@HasOutstandingChargeBal, 0)
SELECT @YEAR = ISNULL(CONVERT(INT, CTL.[NumValue]), DATEPART(YEAR, GetDate()))
FROM [dbo].[CtrlNum] CTL
WHERE CTL.[Code] = ''CurYear''
IF (@YEAR IS NULL)
BEGIN
SET @YEAR = DATEPART(YEAR, GetDate())
END
SELECT @HasOutstandingRec = CASE COUNT(1) WHEN 0 THEN 0 ELSE 1 END
FROM [dbo].[Transactions] TRN
WHERE TRN.[MatterCode] = @MATTER
AND TRN.[Posted] = ''Y''
AND TRN.[RecType] <> ''V''
AND ( TRN.[CorrectionInd] = ''L''
OR TRN.[CorrectionInd] = ''C'')
AND TRN.[PostingYear] = @YEAR
AND TRN.[Reconciliation] <= 0
SET @HasOutstandingRec = ISNULL(@HasOutstandingRec, 0)
SELECT @HasOutstandingDiary = CASE WHEN COUNT(1) = 0 THEN 0 ELSE 1 END
FROM [dbo].[diary] DIA
WHERE DIA.[CASECODE] = @MATTER
AND DIA.[STATUS] <> 1
SELECT @HasOutstandingUndertakings = CASE WHEN COUNT(1) = 0 THEN 0 ELSE 1 END
FROM [dbo].[Undertakings] UND
WHERE UND.[MATTER] = @MATTER
AND UND.[DISCHARGEDATE] IS NULL
INSERT
INTO @Closables
([AlreadyClosed],
[HasOutstandingBal],
[HasOutstandingTimeBal],
[HasOutstandingChargeBal],
[HasOutstandingRec],
[HasOutstandingDiary],
[HasOutstandingUndertakings])
SELECT @AlreadyClosed AS [AlreadyClosed],
@HasOutstandingBal AS [HasOutstandingBal],
@HasOutstandingTimeBal AS [HasOutstandingTimeBal],
@HasOutstandingChargeBal AS [HasOutstandingChargeBal],
@HasOutstandingRec AS [HasOutstandingRec],
@HasOutstandingDiary AS [HasOutstandingDiary],
@HasOutstandingUndertakings AS [HasOutstandingUndertakings]
RETURN
END')
END
ELSE
BEGIN
EXEC ('
CREATE FUNCTION
[dbo].[KEYHM_FN_MatterClosable]
(@MATTER VARCHAR(20))
RETURNS @Closables TABLE
([AlreadyClosed] int,
[HasOutstandingBal] int,
[HasOutstandingTimeBal] int,
[HasOutstandingChargeBal] int,
[HasOutstandingRec] int,
[HasOutstandingDiary] int,
[HasOutstandingUndertakings] int)
AS
/***********************************************************************************************
*
* KEYHM_FN_MatterClosable get the parameters to establish whether a matter can be
* closed at this point. Please note that Bal, Rec, Diary and
* Undertakings should prevent a matter from closing, while
* Time and Charge should lead to a warning and the user can
* decide to close the matter anyway.
*
* Modifications: 2015-02-18 Pino Change calculations to accomodate SAM4, using
* original calculations from ky_NETSPCaseSummaryPageLoad
* Added warning that if any of these calculations are to be
* changed here, then the corresponding calculations in other
* procedure(s) must be changed accordingly.
* 2015-03-04 Pino No functional change but added reference to
* ky_NETTLFetchTimeEntry in comment below.
*
* 2015-10-29 Pino Carafa
* Include calculation for @HasOutstandingRec
*
*
***********************************************************************************************/
BEGIN
DECLARE @AlreadyClosed INT
DECLARE @HasOutstandingRec INT
DECLARE @HasOutstandingBal INT
DECLARE @HasOutstandingTimeBal INT
DECLARE @HasOutstandingChargeBal INT
DECLARE @HasOutstandingDiary INT
DECLARE @HasOutstandingUndertakings INT
DECLARE @Year INT
DECLARE @IsSAM4 bit
SET @IsSAM4 = 0
-- Please see also: ky_NETCaseSummaryPageLoad. If you change any of these calculations,
-- ensure the ones in there are changed as well.
-- ky_NETTLFetchTimeEntry. If you change any of these calculations,
-- ensure the ones in there are changed as well.
DECLARE @TimeBal INT
DECLARE @ChargeBal DECIMAL(19, 2)
DECLARE @TotalCharge Decimal(19, 2)
DECLARE @TotalTime INT
DECLARE @TimeEntryTotalCharge DECIMAL(19, 2)
DECLARE @TimeEntryTotalTime INT
SELECT @TimeEntryTotalCharge = ISNULL(SUM(ISNULL(TIE.[Charge], 0)), 0),
@TimeEntryTotalTime = ISNULL(SUM(ISNULL(TIE.[TIME], 0)), 0),
@TotalCharge = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '''') = ''N''
THEN 0
ELSE ISNULL(TIE.[Charge], 0) END), 0),
@ChargeBal = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '''') = ''N''
THEN 0
WHEN @IsSAM4 = 1
AND ISNULL(TIE.[InvoiceNo], 0) <> 0
THEN 0
WHEN @IsSAM4 = 1
THEN ISNULL(TIE.[Charge], 0)
ELSE ISNULL(TIE.[Charge], 0) - ISNULL(TIE.[BilledAmount], 0) END), 0),
@TimeBal = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '''') = ''N''
THEN 0
WHEN @IsSAM4 = 1
AND ISNULL(TIE.[InvoiceNo], 0) <> 0
THEN 0
WHEN @IsSAM4 = 0
THEN CASE WHEN TIE.[Charge] = 0
THEN 0
ELSE CONVERT(INT,
FLOOR(CONVERT(DECIMAL(18, 2), TIE.[TIME])
* ( (TIE.[Charge] - TIE.[BilledAmount])
/
TIE.[Charge]))) END
ELSE ISNULL(TIE.[Time], 0) END), 0),
@TotalTime = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '''') = ''N''
THEN 0
ELSE ISNULL(TIE.[Time], 0) END), 0)
FROM [dbo].[TimeEntry] TIE
WHERE TIE.[Matter] = @MATTER
AND ( (TIE.[TimeOrCharge] = ''T'')
OR (TIE.[TimeOrCharge] = ''C'')) --**Changed fetch condition JIRA 1081 - arun
DECLARE @DebtBal DECIMAL(19, 2)
DECLARE @OutlayBal DECIMAL(19, 2)
DECLARE @DebtBalDate DATETIME
DECLARE @OutlayBalDate DATETIME
DECLARE @ClientCurrent DECIMAL(19, 2)
DECLARE @ClientDeposit DECIMAL(19, 2)
DECLARE @NCOMMAND NVARCHAR(MAX)
-- To ensure SAM3 will retrieve these from [dbo].[matters]
SET @DebtBal = 0
SET @OutlayBal = 0
SET @ClientCurrent = 0
SET @ClientDeposit = 0
SELECT @AlreadyClosed = CASE WHEN MAT.[Closed] = ''Y'' THEN 1 ELSE 0 END,
@HasOutstandingBal = CASE WHEN @DebtBal <> 0
THEN 1
WHEN ISNULL(MAT.[DebtBal], 0) <> 0
THEN 1
WHEN @OutlayBal <> 0
THEN 1
WHEN ISNULL(MAT.[OutlayBal], 0) <> 0
THEN 1
WHEN ISNULL(MAT.[ClientBal], 0) <> 0 --No need to check @ClientCurBal + @ClientDepBal
THEN 1
WHEN @ClientCurrent <> 0
THEN 1
WHEN ISNULL(MAT.[ClientCurBal], 0) <> 0
THEN 1
WHEN @ClientDeposit <> 0
THEN 1
WHEN ISNULL(MAT.[ClientDepBal], 0) <> 0
THEN 1
ELSE 0 END,
@HasOutstandingTimeBal = CASE WHEN @TimeBal <> 0 THEN 1 ELSE 0 END,
@HasOutstandingChargeBal = CASE WHEN @ChargeBal <> 0 THEN 1 ELSE 0 END
FROM [dbo].[matters] MAT
WHERE MAT.[Code] = @MATTER
SET @AlreadyClosed = ISNULL(@AlreadyClosed, 0)
SET @HasOutstandingBal = ISNULL(@HasOutstandingBal, 0)
SET @HasOutstandingTimeBal = ISNULL(@HasOutstandingTimeBal, 0)
SET @HasOutstandingChargeBal = ISNULL(@HasOutstandingChargeBal, 0)
SELECT @YEAR = ISNULL(CTL.[YEAR], DATEPART(YEAR, GetDate()))
FROM [dbo].[Control] CTL
IF (@YEAR IS NULL)
BEGIN
SET @YEAR = DATEPART(YEAR, GetDate())
END
SELECT @HasOutstandingRec = CASE COUNT(1) WHEN 0 THEN 0 ELSE 1 END
FROM [dbo].[MatterLedger] MAL
INNER JOIN [dbo].[BatchH] BH
INNER JOIN [dbo].[BankRecHistory] BHS
ON BHS.[BANKAC] = BH.[CODE]
ON BH.[BATCHNO] = MAL.[BATCHNO]
AND BH.[RECNO] <= 0
AND BH.[TYPE] IN (''P'', ''R'', ''T'')
WHERE MAL.[MATTER] = @MATTER
AND MAL.[YEAR] = @YEAR
AND MAL.[REF] <> ''EUROADJ''
SET @HasOutstandingRec = ISNULL(@HasOutstandingRec, 0)
SELECT @HasOutstandingDiary = CASE WHEN COUNT(1) = 0 THEN 0 ELSE 1 END
FROM [dbo].[diary] DIA
WHERE DIA.[CASECODE] = @MATTER
AND DIA.[STATUS] <> 1
SELECT @HasOutstandingUndertakings = CASE WHEN COUNT(1) = 0 THEN 0 ELSE 1 END
FROM [dbo].[Undertakings] UND
WHERE UND.[MATTER] = @MATTER
AND UND.[DISCHARGEDATE] IS NULL
INSERT
INTO @Closables
([AlreadyClosed],
[HasOutstandingBal],
[HasOutstandingTimeBal],
[HasOutstandingChargeBal],
[HasOutstandingRec],
[HasOutstandingDiary],
[HasOutstandingUndertakings])
SELECT @AlreadyClosed AS [AlreadyClosed],
@HasOutstandingBal AS [HasOutstandingBal],
@HasOutstandingTimeBal AS [HasOutstandingTimeBal],
@HasOutstandingChargeBal AS [HasOutstandingChargeBal],
@HasOutstandingRec AS [HasOutstandingRec],
@HasOutstandingDiary AS [HasOutstandingDiary],
@HasOutstandingUndertakings AS [HasOutstandingUndertakings]
RETURN
END')
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_FN_MatterHeaderDetails'
AND SO.[type] = 'TF')
BEGIN
DROP FUNCTION [dbo].[KEYHM_FN_MatterHeaderDetails]
END
GO
CREATE FUNCTION
[dbo].[KEYHM_FN_MatterHeaderDetails]
(@matter VARCHAR(20))
RETURNS @MD TABLE
([CODE] VARCHAR(20),
[ClientCode] VARCHAR(10),
[MatterNo] VARCHAR(10),
[YourRef] VARCHAR(100),
[DESCRIPTION] VARCHAR(300),
[FECode] VARCHAR(10),
[FEName] VARCHAR(100),
[Name] VARCHAR(256),
[TelNo] VARCHAR(50),
[Address] VARCHAR(2000),
[Closed] CHAR(1),
[TOOLTIP] VARCHAR(1000),
[IsChildcare] CHAR(1),
[User1] VARCHAR(100),
[User2] VARCHAR(100),
[User3] VARCHAR(100),
[Partner] VARCHAR(10),
[PartnerName] VARCHAR(100),
[CompBillingMatter] VARCHAR(20),
[MatterUniqueID] INT)
AS
/*******************************************************************************************************
* Returns the details for the current matter, to be displayed in the *
* Client/Case section of the software, ledgers, etc. *
* *
* Stored Procedure Name : [dbo].[KEYHM_FN_MatterHeaderDetails] *
* Copied from : [dbo].[ky_NETTFMatterHeaderDetails] *
* *
* Modification History : *
* 2019-04-12 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
INSERT
INTO @MD
([CODE],
[ClientCode],
[MatterNo],
[YourRef],
[DESCRIPTION],
[FECode],
[FEName],
[Name],
[TelNo],
[Address],
[Closed],
[TOOLTIP],
[IsChildcare],
[User1],
[User2],
[User3],
[Partner],
[PartnerName],
[CompBillingMatter],
[MatterUniqueID])
SELECT RTRIM(ISNULL([MAT].[Code], '')) AS [Code],
RTRIM(ISNULL([MAT].[ClientCode], '')) AS [ClientCode],
RTRIM(ISNULL([MAT].[Matter], '')) AS [MatterNo],
RTRIM(ISNULL([MAT].[YourRef], '')) AS [YourRef],
RTRIM(ISNULL([MAT].[Description], '')) AS [Description],
RTRIM(ISNULL([MAT].[FECode], '')) AS [FECode],
RTRIM(ISNULL([HAN].[NAME], '')) AS [FEName],
RTRIM(ISNULL([CT].[Name], '')) AS [Name],
RTRIM(ISNULL([CT].[Tel], '')) AS [TelNo],
RTRIM(ISNULL([CT].[Address], '')) AS [Address],
CASE WHEN RTRIM(ISNULL(MAT.[Closed], 'N')) = 'Y'
THEN 'Y'
ELSE 'N' END AS [Closed],
RTRIM(ISNULL([CL].[CLNAME], ''))
+ CHAR(13)
+ 'W:' + RTRIM(ISNULL([CL].[CLTEL], ' Nil '))
+ CHAR(13)
+ 'M:' + RTRIM(ISNULL([CL].[CLMOBNO], ' Nil ')) AS [TOOLTIP],
CASE WHEN [WKT].[CODE] IS NULL
THEN 'N'
WHEN [WKT].[ChildCare] IS NULL
THEN 'N'
WHEN [WKT].[ChildCare] = 'Y'
THEN 'Y'
ELSE 'N' END AS [IsChildcare],
ISNULL([MAT].[User1], '') AS [User1],
ISNULL([MAT].[User2], '') AS [User2],
ISNULL([MAT].[User3], '') AS [User3],
ISNULL([MAT].[Partner], '') AS [Partner],
ISNULL([PRT].[NAME], '') AS [PartnerName],
RTRIM(ISNULL([MAT].[CompBillingMatter], '')) AS [CompBillingMatter],
[MAT].[UniqueID] AS [MatterUniqueID]
FROM [dbo].[matters] [MAT]
LEFT OUTER JOIN [dbo].[Contacts] [CT]
INNER JOIN [dbo].[CLIENT] [CL]
ON [CL].[CLCODE] =[CT].[Code]
ON [CT].[Code] = [MAT].[ClientCode]
LEFT OUTER JOIN [dbo].[Handlers] [HAN]
ON [HAN].[CODE] = [MAT].[FECode]
LEFT OUTER JOIN [dbo].[WorkTypes] [WKT]
ON [WKT].[CODE] = MAT.[WType]
LEFT OUTER JOIN [dbo].[Handlers] AS [PRT]
ON [PRT].[CODE] = [MAT].[Partner]
WHERE [MAT].[Code] = @matter
RETURN
END
GO
IF EXISTS
(SELECT *
FROM SYS.[objects] SO
WHERE SO.[name] = 'KEYHM_FN_RemoveSpuriousWhitespace'
AND SO.[type] = 'FN')
BEGIN
DROP FUNCTION [dbo].[KEYHM_FN_RemoveSpuriousWhitespace]
END
GO
CREATE FUNCTION
[dbo].[KEYHM_FN_RemoveSpuriousWhitespace]
(@original VARCHAR(MAX),
@maxlen INT)
RETURNS VARCHAR(5000)
AS
/*******************************************************************************************************
* Removes newlines, line feeds, non-breaking spaces and multiple spaces from the input *
* string in order to produce an output format suitable for display in list. *
* *
* Stored Procedure Name : [dbo].[KEYHM_FN_RemoveSpuriousWhitespace] *
* Copied from : [dbo].[ky_RemoveSpuriousWhitespace2] *
* *
* Modification History : *
* 2019-05-31 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
DECLARE @len int
SET @original = ISNULL(@original, '')
IF LEN(@original) > (2 * @maxlen)
BEGIN
SET @original = SUBSTRING(@original, 1, (2 * @maxlen))
END
SET @original = REPLACE(@original, char(10), ' ')
SET @original = REPLACE(@original, char(13), ' ')
SET @original = REPLACE(@original, char(160), ' ')
SET @original = RTRIM(@original)
SET @len = 0
WHILE (@len <> LEN(@original))
BEGIN
SET @len = LEN(@original)
SET @original = REPLACE(@original, ' ', ' ')
END
RETURN SUBSTRING(@original, 1, @maxlen)
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_FN_SplitString'
AND SO.[type] = 'TF')
BEGIN
DROP FUNCTION [dbo].[KEYHM_FN_SplitString]
END
GO
CREATE FUNCTION KEYHM_FN_SplitString
(
@Input NVARCHAR(MAX),
@Character CHAR(1)
)
RETURNS @Output TABLE (
Item NVARCHAR(1000)
)
AS
/*******************************************************************************************************
* Splits a string on the character specifed (like ','). *
* *
* Stored Procedure Name : [dbo].[KEYHM_FN_SplitString] *
* Copied from : [dbo].[ky_NETFNSplitString] *
* *
* Modification History : *
* 2019-04-13 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
DECLARE @StartIndex INT, @EndIndex INT
SET @StartIndex = 1
IF SUBSTRING(@Input, LEN(@Input) - 1, LEN(@Input)) <> @Character
BEGIN
SET @Input = @Input + @Character
END
WHILE CHARINDEX(@Character, @Input) > 0
BEGIN
SET @EndIndex = CHARINDEX(@Character, @Input)
INSERT INTO @Output(Item)
SELECT SUBSTRING(@Input, @StartIndex, @EndIndex - 1)
SET @Input = SUBSTRING(@Input, @EndIndex + 1, LEN(@Input))
END
RETURN
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_FN_UserCanPostTime'
AND SO.[type] = 'FN')
BEGIN
DROP FUNCTION [dbo].[KEYHM_FN_UserCanPostTime]
END
GO
CREATE FUNCTION
[dbo].[KEYHM_FN_UserCanPostTime]
(@MATTER VARCHAR(20),
@HANDLER VARCHAR(20),
@RECORDID INT)
RETURNS INT
AS
/*******************************************************************************************************
* This function will check if a *
* given user can post time a given matter. *
* *
* Return Bit Mask: *
* 0 - User can post *
* 1 - Matter doesn't exist *
* 2 - Matter is closed *
* 4 - Matter charge list enabled but user not present *
* 8 - Client charge list enabled but user not present *
* 16 - Task not specified *
* 32 - Client is not approved for anti-money laundering (KEYD-4890) *
* *
* Flag Bit Mask: *
* 1 - Matter charge out rate list is enabled *
* 2 - Client charge out rate list is enabled *
* 4 - User is in Matter charge out rate list *
* 8 - User is in Client charge out rate list *
* *
* Stored Procedure Name : [dbo].[KEYHM_FN_UserCanPostTime] *
* Copied from : [dbo].[ky_NETFNUserCanPostTime] *
* *
* Modification History: *
* 2019-04-24 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
DECLARE @RETURN INT -- BitWise value where bits are mapped to errors
DECLARE @FLAG INT -- BitWise value for charge out rates
DECLARE @CHECK BIT -- Checks if a setting is enabled or not
DECLARE @CHARGEGROUP VARCHAR(10) -- Charge group of @HANDLER
SET @RETURN = 0
SET @FLAG = 0
SET @MATTER = ISNULL(@MATTER, '')
SET @HANDLER = ISNULL(@HANDLER, '')
SELECT @CHARGEGROUP = ISNULL(HAN.[ChargeGroup], '')
FROM [dbo].[Handlers] AS HAN
WHERE HAN.[CODE] = @HANDLER
IF @MATTER <> '~'
BEGIN
-- Check if the matter code contains a '/'
-- If it doesn't then it's probably because the matter is blank
SET @MATTER = ISNULL(NULLIF(@MATTER, ''), '/')
IF NOT EXISTS(SELECT * FROM [dbo].[matters] WHERE [Code] = @MATTER)
SET @RETURN = @RETURN | 1 -- Matter doesn't exist
IF EXISTS(SELECT * FROM [dbo].[matters] WHERE [Code] = @MATTER AND [Closed] = 'Y')
SET @RETURN = @RETURN | 2 -- Matter is closed
SET @CHECK = ISNULL((SELECT CONVERT(BIT, ISNULL([KeyValue], 'False'))
FROM [dbo].[Settings]
WHERE [KeyName] = 'ChargeOutRateCheck'), 0)
IF @CHECK = 1
BEGIN
/*
Below is where the charge out rate indicators are handled. There's a hierarchy
for how a user's rate is calculated and that same hierarchy will be applied here.
The handler may be in a charge group and this is treated the same as a handler code.
No No
Matter rate active? +-----> Client rate active? +-----> User can't post
+ +
| |
| Yes | Yes
| |
v No v No
Is handler in list? +--+ Is handler in list? +--+
+ | + |
| | | |
| Yes | | Yes |
| | | |
v | v |
User can post | User can post |
| |
v v
User can't post User can't post
*/
SELECT @FLAG = @FLAG |
CASE WHEN ISNULL(MAT.[ChargeOutRateInd], 'N') = 'Y'
THEN 1
ELSE 0 END
FROM [dbo].[matters] AS MAT
WHERE MAT.[Code] = @MATTER
SELECT @FLAG = @FLAG |
CASE WHEN ISNULL(CNT.[ChargeOutRateInd], 'N') = 'Y'
THEN 2
ELSE 0 END
FROM [dbo].[Contacts] AS CNT
WHERE CNT.[Code] = SUBSTRING(@MATTER, 1, CHARINDEX('/', @MATTER) - 1)
IF EXISTS
(SELECT *
FROM [dbo].[MatterChargeOutRates] AS MCR
WHERE MCR.[MatterCode] = @MATTER
AND (MCR.[FeCode] = @HANDLER
OR MCR.[FeCode] = @CHARGEGROUP))
BEGIN
SET @FLAG = @FLAG | 4
END
IF EXISTS
(SELECT *
FROM [dbo].[ClientChargeOutRates] AS CCR
WHERE CCR.[ClientCode] = SUBSTRING(@MATTER, 1, CHARINDEX('/', @MATTER) - 1)
AND (CCR.[FeCode] = @HANDLER
OR CCR.[FeCode] = @CHARGEGROUP))
BEGIN
SET @FLAG = @FLAG | 8
END
-- If matter list is enabled and user is not in the list
IF @FLAG & 1 > 0 AND @FLAG & 4 = 0
SET @RETURN = @RETURN | 4
-- If client list is enabled, matter list is disabled and user is not in the list
IF @FLAG & 2 > 0 AND @FLAG & 8 = 0 AND @FLAG & 1 = 0
SET @RETURN = @RETURN | 8
END
END
IF @RECORDID IS NOT NULL
BEGIN
IF (SELECT TOP 1 CASE WHEN TDB.[Matter] = '~'
THEN ISNULL(TDB.[NCCCode], '')
ELSE ISNULL(TDB.[Task], '')
END
FROM [dbo].[TimeDayBook] AS TDB
WHERE TDB.[RecordID] = @RECORDID) = ''
SET @RETURN = @RETURN | 16
END
-- Check if AML is required and if the contact is approved
IF RTRIM(ISNULL(@MATTER, '')) NOT IN ('', '~', '/')
BEGIN
IF ISNULL((SELECT TOP 1 [KeyValue] FROM [dbo].[Settings] WHERE [KeyName] = 'AMLRequiredForTime'), '') = '1' AND
ISNULL((SELECT TOP 1 CONVERT(VARCHAR(10), ISNULL(CNT.[Approved], 0))
FROM [dbo].[Contacts] AS CNT
INNER JOIN [dbo].[matters] AS MAT
ON CNT.[Code] = MAT.[ClientCode]
WHERE MAT.[Code] = @MATTER
AND ISNULL(CNT.[Approved], 0) = 1), '') <> '1'
BEGIN
SELECT @RETURN = @RETURN | 32
END
END
RETURN @RETURN
END
GO
IF OBJECT_ID(N'KEYHM_GetActionIdByUploadActionId')IS NOT NULL
DROP PROCEDURE KEYHM_GetActionIdByUploadActionId
GO
CREATE PROCEDURE
[dbo].[KEYHM_GetActionIdByUploadActionId]
(
@UploadActionId VARCHAR(36),
@Result INT OUTPUT
)
AS
/*******************************************************************************************************
* This procedure used to get the Action Id by Upload Action Id. *
* *
* Stored Procedure Name : [KEYHM_GetActionIdByUploadActionId] *
* *
* Modification History : *
* 2023-05-10 Vignesh M Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
SELECT @Result = [ACTIONID]
FROM [dbo].[Diary]
WHERE [UploadActionId] = @UploadActionId
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_GetAdestRate'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_GetAdestRate]
END
GO
CREATE PROCEDURE
[dbo].[KEYHM_GetAdestRate]
(@MatterCode VARCHAR(20),
@ChargeCode VARCHAR(3))
AS
/*******************************************************************************************************
* This procedure is used to get default value from charging matrix for SAM4 *
* *
* Stored Procedure Name : [dbo].[KEYHM_GetAdestRate] *
* Copied from : [dbo].[ky_NETGetAdestRate] *
* *
* Modification History : *
* 2019-05-23 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
DECLARE @ChargeArrangement VARCHAR(3)
DECLARE @MatDebt DECIMAL(18, 2)
DECLARE @MatRate DECIMAL(13, 2)
SELECT @ChargeArrangement = RTRIM(ISNULL([MAT].[ChargeArrangement], ISNULL([CNT].[ChargeArrangement], ''))),
@MatDebt = ISNULL([MAT].[OriginalDebt], 0) + ISNULL([MAT].[DebtInterest], 0) - ISNULL([MAT].[DebtCollected], 0)
FROM [dbo].[matters] [MAT]
LEFT OUTER JOIN [dbo].[Contacts] [CNT]
ON [CNT].[Code] = [MAT].[ClientCode]
WHERE [MAT].[Code] = @MatterCode
SELECT @MatRate = CASE WHEN [CMX].[BAND1LIMIT] >= @MatDebt
THEN [CMX].[BAND1RATE]
WHEN [CMX].[BAND2LIMIT] >= @MatDebt
THEN [CMX].[BAND2RATE]
WHEN [CMX].[BAND3LIMIT] >= @MatDebt
THEN [CMX].[BAND3RATE]
WHEN [CMX].[BAND4LIMIT] >= @MatDebt
THEN [CMX].[BAND4RATE]
WHEN [CMX].[BAND5LIMIT] >= @MatDebt
THEN [CMX].[BAND5RATE]
WHEN [CMX].[BAND6LIMIT] >= @MatDebt
THEN [CMX].[BAND6RATE]
WHEN [CMX].[BAND7LIMIT] >= @MatDebt
THEN [CMX].[BAND7RATE]
ELSE [CMX].[BAND8RATE] END
FROM [dbo].[ChargingMatrix] [CMX]
WHERE [CMX].[ARRANGEMENTCODE] = @ChargeArrangement
AND [CMX].[CHARGECODE] = @ChargeCode
SELECT ISNULL(@MatRate, CONVERT(DECIMAL(13, 2), 0)) AS Rate
END
GO
IF OBJECT_ID(N'KEYHM_GetAllMobileSettings',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KEYHM_GetAllMobileSettings]
GO
CREATE PROCEDURE [dbo].[KEYHM_GetAllMobileSettings]
(
@keyname VARCHAR(500)
)
AS
/*******************************************************************************************************
* This sp is used to store the scancapture setting *
* *
* Stored Procedure Name : [dbo].[KEYHM_GetAllMobileSettings] *
* *
* Modification History: *
* 2023-05-02 Vignesh M Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON;
DECLARE @QRY VARCHAR(1000)
SET @keyname = '''' + REPLACE(@keyname,',',''',''') + ''''
SET @QRY = '
SELECT [SET].[KeyName],
[SET].[KeyValue]
FROM [dbo].[Settings] [SET]
WHERE [SET].[KeyName] IN (' + @keyname + ')'
EXEC(@QRY)
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_GetAzureDATInfo'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_GetAzureDATInfo]
END
GO
Create Procedure
[dbo].[KEYHM_GetAzureDATInfo]
(@TrackReference INT,
@Version INT)
AS
/*************************************************************************************************************
* *
* [dbo].[KEYHM_GetAzureDATInfo] *
* *
* Gets the information Azure needs to retrieve a Diary Attachment *
* *
* Compatibility information - PLEASE update older versions if necessary to ensure the compatible software *
* remains fully functional *
* ***************************************************************************************************** *
* * * *
* * Supersedes: - * *
* * First compatible version: 5.6.4.1 * *
* * Last compatible software version: - * *
* * Superseded by: - * *
* * * *
* ***************************************************************************************************** *
* *
* Modification History *
* 2018-11-12 Pino Carafa Created *
* 2019-11-19 Pino Carafa Add Link to DiaryAttachmentOriginalMatterLinks *
* 2020-02-06 Pino Carafa Filepath loses colon for file paths that are really local, and that don't *
* have a drive letter covered by [dbo].[UNCAlias] *
* 2020-05-26 Pino Carafa Add Matter Code and Client Code *
* 2020-06-08 Arun Vasu Copied from Ky_NETSPGetAzureDATInfo *
* 2024-08-26 Aakif Modified MatterUniqueId alias name to match DTO *
*************************************************************************************************************/
BEGIN
DECLARE @FilePath VARCHAR(500)
DECLARE @Document VARCHAR(100)
DECLARE @DotPos INT
DECLARE @SlashPos INT
DECLARE @FileExtension VARCHAR(10)
DECLARE @MatterUniqueID INT
DECLARE @IsCurrent BIT
DECLARE @Type VARCHAR(10)
DECLARE @MatterCode VARCHAR(20)
DECLARE @ClientCode VARCHAR(10)
SELECT @TrackReference = [DAT].[TrackReference],
@Document = RTRIM(ISNULL([DAT].[DOCUMENT], '')),
@FilePath = REVERSE(RTRIM(ISNULL([DAV].[Filepath], ISNULL([DAT].[FILEPATH], '')))),
@MatterUniqueID = ISNULL([DAOML].[OriginalUniqueID], [MAT].[uniqueid]),
@Version = CASE WHEN [DAV].[Version] IS NULL
THEN [CV].[CurrentVersion]
ELSE [DAV].[Version] END,
@IsCurrent = CASE WHEN [DAV].[Version] IS NULL
THEN 1
ELSE 0 END,
@Type = [DAT].[TYPE],
@MatterCode = RTRIM(ISNULL([MAT].[Code], '')),
@ClientCode = RTRIM(ISNULL([MAT].[ClientCode], ''))
FROM [dbo].[DiaryAttachments] [DAT]
LEFT OUTER JOIN [dbo].[DiaryAttachmentOriginalMatterLinks] [DAOML]
ON [DAOML].[TrackReference] = [DAT].[TrackReference]
INNER JOIN [dbo].[diary] [DIA]
INNER JOIN [dbo].[matters] [MAT]
ON [MAT].[Code] = [DIA].[CASECODE]
ON [DIA].[ACTIONID] = [DAT].[DiaryID]
LEFT OUTER JOIN [dbo].[DiaryAttachmentVersioning] [DAV]
ON [DAV].[TrackReference] = [DAT].[TrackReference]
AND [DAV].[Version] = @Version
CROSS APPLY (SELECT ISNULL(MAX([DAV2].[Version]), 0) + 1 AS [CurrentVersion]
FROM [dbo].[DiaryAttachmentVersioning] [DAV2]
WHERE [DAV2].[TrackReference] = [DAT].[TrackReference]) [CV]
WHERE [DAT].[TrackReference] = @TrackReference
SET @DotPos = CHARINDEX('.', @FilePath)
SET @SlashPos = CHARINDEX('\', @FilePath)
IF @DotPos < 1
BEGIN
SET @FileExtension = ''
END
ELSE
IF @DotPos < @SlashPos
BEGIN
SET @FileExtension = REVERSE(SUBSTRING(@FilePath, 1, @DotPos))
END
ELSE
BEGIN
SET @FileExtension = ''
END
IF @Document = ''
BEGIN
IF @SlashPos > 0
BEGIN
SET @Document = REVERSE(SUBSTRING(@FilePath, 1, @SlashPos - 1))
SET @Document = SUBSTRING(@Document, 1, LEN(@Document) - LEN(@FileExtension))
IF @Document LIKE '%_' + CONVERT(VARCHAR(10), @TrackReference)
BEGIN
SET @Document = SUBSTRING(@Document, 1, LEN(@Document) - LEN('_' + CONVERT(VARCHAR(10), @TrackReference)))
END
END
ELSE
BEGIN
SET @Document = 'File'
END
END
SET @FilePath = REVERSE(@FilePath)
IF LEN(@FilePath) > 1
BEGIN
IF SUBSTRING(@FilePath, 2, 1) = ':'
BEGIN
IF (SELECT [UNC].[UNC] FROM [dbo].[UNCAlias] [UNC] WHERE [UNC].[Drive] = SUBSTRING(@FilePath, 1, 1)) IS NOT NULL
BEGIN
SELECT @FilePath = ISNULL((SELECT [UNC].[UNC] FROM [dbo].[UNCAlias] [UNC] WHERE [UNC].[Drive] = SUBSTRING(@FilePath, 1, 1)), SUBSTRING(@FilePath, 1, 1)) + SUBSTRING(@FilePath, 3, LEN(@FilePath) - 2)
END
END
END
SELECT @TrackReference AS [TrackReference],
@Document AS [Document],
@FileExtension AS [FileExtension],
@MatterUniqueID AS [MatterUniqueId],
@FilePath AS [FilePath],
@Version AS [RetrievedVersion],
@IsCurrent AS [IsCurrent],
@Type AS [Type],
@MatterCode AS [MatterCode],
@ClientCode AS [ClientCode]
END
GO
IF OBJECT_ID(N'KEYHM_GetCaseAssociateContacts', N'P') IS NOT NULL
BEGIN
DROP PROCEDURE [dbo].[KEYHM_GetCaseAssociateContacts]
END
GO
CREATE PROCEDURE [dbo].[KEYHM_GetCaseAssociateContacts]
(
@NameCode VARCHAR(20)
)
AS
/*******************************************************************************************************
* This sp is used to Fetch Data for Case Associate Contacts WebApi *
* *
* Stored Procedure Name : [dbo].[KEYHM_GetCaseAssociateContacts] *
* Copied from : [dbo].[ky_NETFetchCaseAssociateEditLoadData] *
* *
* Modification History: *
* 2019-04-23 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
DECLARE @AssCont VARCHAR(100)
SET NOCOUNT ON
SELECT RTRIM(ISNULL(CAC.[NAMECODE], '')) AS [NameCode],
RTRIM(ISNULL(CAST(CAC.[KEYID] AS VARCHAR(20)), '')) AS [KeyId],
RTRIM(ISNULL(CAC.[NAME], '')) AS [Name],
RTRIM(ISNULL(CAC.[SALUTATION], '')) AS [Salutation],
RTRIM(ISNULL(CAC.[JOBTITLE], '')) AS [JobTitle],
RTRIM(ISNULL(CAC.[ADDRESS], '')) AS [Address],
RTRIM(ISNULL(CAC.[PHONE], '')) AS [Phone],
RTRIM(ISNULL(CAC.[FAX], '')) AS [Fax],
RTRIM(ISNULL(CAC.[MOBILE], '')) AS [Mobile],
RTRIM(ISNULL(CAC.[EMAIL], '')) AS [Email],
RTRIM(ISNULL(CAC.[RELATIONSHIP], '')) AS [Relationship],
RTRIM(ISNULL(CAC.[NOTES], '')) AS [Notes]
FROM [dbo].[CaseAssociatesContacts] CAC
WHERE CAC.[NAMECODE] = @NameCode
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KEYHM_GetCaseAssociates', N'P') IS NOT NULL
BEGIN
DROP PROCEDURE [dbo].[KEYHM_GetCaseAssociates]
END
GO
CREATE PROCEDURE [dbo].[KEYHM_GetCaseAssociates]
(
@CaseCode VARCHAR(20),
@Retired VARCHAR(1) = 'N',
@EmailSearch NVARCHAR(500) = NULL
)
AS
/*******************************************************************************************************
* This procedure is used to return Case Associate from WebApi *
* *
* Stored Procedure Name : [dbo].[KEYHM_GetCaseAssociates] *
* Copied from : [dbo].[ky_NETCaseAssociateLoadMainGrid] *
* *
* Modification History: *
* 2019-04-23 Vinodhan K Created *
* 2019-07-12 Ramesh K Modified to implement the email search for OWA *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
SET @EmailSearch = LTRIM(RTRIM(@EmailSearch));
IF @EmailSearch = ''
BEGIN
SET @EmailSearch = NULL;
END
SELECT CCN.[CASECODE] AS [CaseCode],
RTRIM(CCN.[CONTYPE]) AS [ConType],
CCN.[CONNUM] AS [ConNum],
CCN.[NAMECODE] AS [CaseContactsNameCode],
CCN.[SOLCODE] AS [CaseContactsSolCode],
CCN.[SOLREF] AS [CaseContactsSolRef],
CCN.[INSCODE] AS [CaseContactsInsCode],
CCN.[ASSIGNEDCONTACT] AS [AssignedContact],
CCN.[CONNUM] AS [CaseContactsSeq],
CASE WHEN (RTRIM(ISNULL(CCN.[ForCopy],'0')) = '1' OR RTRIM(ISNULL(CCN.[ForCopy],'0')) = 'Y' )
THEN 'True'
ELSE 'False'
END AS [CaseContactsForCopy],
ISNULL(CCN.[IsAssociateOtherSide],'False') AS [CaseContactsIsAssociateOtherSide],
ISNULL(CCN.Retired,'N') AS [CaseContactsRetired],
CAC.[NAMECODE] AS [CaseAssociatesContactsNameCode],
CAC.[KEYID] AS [CaseAssociatesContactsKeyId],
CAC.[NAME] AS [CaseAssociatesContactsName],
CAC.[PHONE] AS [CaseAssociatesContactsPhone],
CAC.[EMAIL] AS [CaseAssociatesContactsEmail1],
CAC.[NAME] AS [AssignedContactName],
CAC.[PHONE] AS [AssignedContactPhone],
AST.[CODE] AS [AssociateTypeCode],
AST.[DESCRIPTION] AS [AssociateTypeDescription],
CAN.[CODE] AS [CaseAssociateCode],
CAN.[TYPE] AS [CaseAssociateType],
CAN.[NAME] AS [CaseAssociateName],
CAN.[COMPANY] AS [CaseAssociateCompany],
CAN.[ADDRESS] AS [CaseAssociateAddress],
CAN.[PHONENO] AS [CaseAssociatePhoneNo],
CAN.[MOBILENO] AS [CaseAssociateMonileNo],
CAN.[EMAIL] AS [CaseAssociateEmail],
CAN.[SEARCH] AS [CaseAssociateSearch],
CAN.[CONTACTNO] AS [CaseAssociateContactNo],
CAN.[SALUTATION],
CASE WHEN RTRIM(ISNULL(CAN.[COMPANY],'')) <> ''
THEN RTRIM(CAN.[Name]) + ' ('+ RTRIM(CAN.[COMPANY]) +')'
ELSE RTRIM(CAN.[Name])
END AS [CaseAssociateNameNCompany]
FROM [dbo].[CaseContacts] CCN
LEFT OUTER JOIN [dbo].[CaseAssociatesContacts] CAC
ON CAC.[KEYID] = CCN.[ASSIGNEDCONTACT]
LEFT OUTER JOIN [dbo].[AssociateTypes] AST
ON AST.[CODE] = CCN.[CONTYPE]
LEFT OUTER JOIN [dbo].[CaseAssociatesNames] CAN
ON CAN.[CODE] = CCN.[NAMECODE]
WHERE UPPER(CCN.[CASECODE]) = UPPER(@CaseCode)
AND LEN(ISNULL(CCN.[NAMECODE],'')) >0
AND CCN.[NAMECODE] <> 'N/A'
AND LEN(ISNULL(CAN.[NAME],''))>0
AND CAN.[NAME] <> 'N/A'
AND (@RETIRED = 'Y'
OR ISNULL(CCN.Retired, 'N') <> 'Y')
AND
(
@EmailSearch IS NULL
OR
CAN.[EMAIL] LIKE '%' + @EmailSearch + '%'
)
ORDER BY CCN.[CASECODE],
CCN.[CONTYPE],
CCN.[CONNUM]
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_GetCaseFolders'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_GetCaseFolders]
END
GO
CREATE PROCEDURE
[dbo].[KEYHM_GetCaseFolders]
(@matter VARCHAR(20),
@documentnamingmethod VARCHAR(1))
AS
BEGIN
/*******************************************************************************************************
* Returns the default location for any documents stored against a case/matter *
* *
* Stored Procedure Name : [dbo].[KEYHM_GetCaseFolders] *
* Copied from : [dbo].[ky_NETGetCaseFolders] *
* *
* Modification History : *
* 2019-04-11 Vinodhan K Created *
*******************************************************************************************************/
DECLARE @continue INT
DECLARE @strDefaultFolder VARCHAR(255)
DECLARE @error VARCHAR(1000)
DECLARE @strFileName VARCHAR(255)
DECLARE @strClientCode VARCHAR(20)
DECLARE @strMatterNumber VARCHAR(20)
DECLARE @storagemethod VARCHAR(1)
DECLARE @docFolder VARCHAR(255)
SET @continue = 0
SELECT @storagemethod = SCF.[StorageMethod]
FROM [dbo].[SystemConfig] SCF
SET @storagemethod = ISNULL(@storagemethod, 'C')
SELECT @strClientCode = MAT.[ClientCode],
@strMatterNumber = MAT.[Matter]
FROM [dbo].[matters] MAT
WHERE MAT.[Code] = @matter
IF (@continue = 0)
BEGIN
BEGIN TRY
SELECT @strDefaultFolder = (SELECT RTRIM(ISNULL(SC.[SCWPFOLDER], ''))
FROM [dbo].[SystemConfig] SC)
SET @strDefaultFolder = ISNULL(@strDefaultFolder, '')
IF (@strDefaultFolder = '')
BEGIN
SET @continue = 4
SET @error = 'SCWPFOLDER not SET in System Config'
END
END TRY
BEGIN CATCH
SET @continue = 5
SET @error = 'Error retrieving SCWPFOLDER: ' + Error_Message()
END CATCH
END
IF (@continue = 0)
BEGIN
BEGIN TRY
SELECT @strFileName = RTRIM(ISNULL(CLT.[DCOUMENTFOLDER], ''))
FROM [dbo].[client] CLT
WHERE CLT.[CLCODE] = @strClientCode
SET @strFileName = RTRIM(ISNULL(@strFileName, ''))
IF (@strFileName = '')
BEGIN
SET @strFileName = @strDefaultFolder + '\' + @strClientCode
UPDATE CLT
SET CLT.[DCOUMENTFOLDER] = @strFileName
FROM [dbo].[client] CLT
WHERE CLT.[CLCODE] = @strClientCode
END
END TRY
BEGIN CATCH
SET @continue = 1
SET @error = 'Failed to establish Client Document Folder'
END CATCH
END
IF (@storagemethod = 'D')
BEGIN
SET @docFolder = @strDefaultFolder + '\' +
SUBSTRING(CONVERT(VARCHAR(5), 10000 + YEAR(GETDATE())), 2, 4) +
SUBSTRING(CONVERT(VARCHAR(3), 100 + MONTH(GETDATE())), 2, 4)
END
IF (@storagemethod = 'C')
BEGIN
SET @docFolder = @strFileName + '\' + @strMatterNumber
END
SET @docFolder = ISNULL(@docFolder, '')
SELECT RSL.[Continue],
RSL.[Error],
@strDefaultFolder AS [SCWPFolder],
CASE WHEN UNCS.[Drive] IS NULL
THEN @strDefaultFolder
ELSE UNCS.[UNC] + SUBSTRING(@strDefaultFolder, 3, LEN(@strDefaultFolder) - 2) END AS [UNCSCWPFolder],
RSL.[ClientFolder],
CASE WHEN UNC.[Drive] IS NULL
THEN RSL.[ClientFolder]
ELSE UNC.[UNC] + SUBSTRING(RSL.[ClientFolder], 3, LEN(RSL.[ClientFolder]) - 2) END AS [UNCClientFolder],
@docFolder As [DocumentFolder],
CASE WHEN UNCD.[Drive] IS NULL
THEN @docFolder
ELSE UNCD.[UNC] + SUBSTRING(@docFolder, 3, LEN(@docFolder) - 2) END AS [UNCDocumentFolder],
@storagemethod AS [StorageMethod],
@documentnamingmethod AS [DocumentNamingMethod]
FROM (SELECT @continue AS [Continue],
RTRIM(ISNULL(@strFileName, '')) AS [ClientFolder],
RTRIM(ISNULL(@error, '')) AS [Error]) RSL
LEFT OUTER JOIN [dbo].[UNCAlias] UNC
ON UNC.[Drive] = CASE WHEN SUBSTRING(RSL.[ClientFolder], 2, 1) = ':'
THEN LEFT(RSL.[ClientFolder], 1)
ELSE '' END
LEFT OUTER JOIN [dbo].[UNCAlias] UNCS
ON UNCS.[Drive] = CASE WHEN SUBSTRING(@strDefaultFolder, 2, 1) = ':'
THEN LEFT(@strDefaultFolder, 1)
ELSE '' END
LEFT OUTER JOIN [dbo].[UNCAlias] UNCD
ON UNCD.[Drive] = CASE WHEN SUBSTRING(@docFolder, 2, 1) = ':'
THEN LEFT(@docFolder, 1)
ELSE '' END
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_GetCaseWorkType'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_GetCaseWorkType]
END
GO
CREATE PROCEDURE
[dbo].[KEYHM_GetCaseWorkType]
(@MatterCode VARCHAR(20))
AS
/*******************************************************************************************************
* Gets the Work Type to default to in the Case Diary for this matter *
* - will get CSWKTCODE if this refers to an existing Work Type *
* - if that fails it will get the GEN code if it exists and it isn't retired *
* - finally, as a last resort, if both the above fail it will get the first available non-retired one *
* *
* Stored Procedure Name : [dbo].[KEYHM_GetCaseWorkType] *
* Copied from : [dbo].[ky_NETSPGetCaseWorkType] *
* *
* Modification History : *
* 2019-04-12 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
DECLARE @WKCODE VARCHAR(4)
DECLARE @WKDESC CHAR (40)
DECLARE @Retired CHAR(1)
SELECT @WKCODE = RTRIM(ISNULL([TMP].[WKCODE], '')),
@WKDESC = RTRIM(ISNULL([TMP].[WKDESC], '')),
@Retired = CASE WHEN ISNULL([TMP].[Retired], 'N') = 'Y'
THEN 'Y'
ELSE 'N' END
FROM [dbo].[CaseMaster] [CSM]
INNER JOIN [dbo].[Templates] [TMP]
ON [TMP].[WKCODE] = [CSM].[CSWKTCODE]
WHERE [CSM].[CSCODE] = @MatterCode
IF NOT @WKCODE IS NULL
BEGIN
SELECT @WKCODE AS [CsWktCode],
@WKDESC AS [CsWktDesc],
@Retired AS [Retired]
RETURN
END
SELECT @WKCODE = RTRIM(ISNULL([TMP].[WKCODE], '')),
@WKDESC = RTRIM(ISNULL([TMP].[WKDESC], '')),
@Retired = CASE WHEN ISNULL([TMP].[Retired], 'N') = 'Y'
THEN 'Y'
ELSE 'N' END
FROM [dbo].[Templates] [TMP]
WHERE [TMP].[WKCODE] = 'GEN'
AND ISNULL([TMP].[Retired], 'N') <> 'Y'
IF NOT @WKCODE IS NULL
BEGIN
SELECT @WKCODE AS [CsWktCode],
@WKDESC AS [CsWktDesc],
@Retired AS [Retired]
RETURN
END
SELECT TOP 1
@WKCODE = RTRIM(ISNULL([TMP].[WKCODE], '')),
@WKDESC = RTRIM(ISNULL([TMP].[WKDESC], '')),
@Retired = CASE WHEN ISNULL([TMP].[Retired], 'N') = 'Y'
THEN 'Y'
ELSE 'N' END
FROM [dbo].[Templates] [TMP]
WHERE [TMP].[WKCODE] = 'GEN'
AND ISNULL([TMP].[Retired], 'N') <> 'Y'
ORDER BY [TMP].[WKCODE]
IF NOT @WKCODE IS NULL
BEGIN
SELECT @WKCODE AS [CsWktCode],
@WKDESC AS [CsWktDesc],
@Retired AS [Retired]
RETURN
END
SELECT CONVERT(VARCHAR(4), '') AS [CsWktCode],
CONVERT(CHAR(40), '') AS [CsWktDesc],
CONVERT(CHAR(1), 'Y') AS [Retired]
END
GO
IF OBJECT_ID(N'KEYHM_GETChargeRate',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KEYHM_GETChargeRate]
GO
CREATE PROCEDURE [dbo].[KEYHM_GETChargeRate]
(@HandlerCode VARCHAR(10),
@Matter VARCHAR(20),
@TaskCode VARCHAR(6) = '')
AS
/*******************************************************************************************************
* Get rate for posting time based on Handler, Matter and Task Code. *
* *
* Stored Procedure Name : [dbo].[KEYHM_GETChargeRate] *
* Copied from : NA *
* *
* Modification History: *
* 2019-04-23 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
DECLARE @TimeorCharge VARCHAR(1)
SET @TimeorCharge = (
SELECT
TOP 1 TimeOrCharge
FROM
TimeDayBook
WHERE
Matter = @Matter or
FeeEarn = @HandlerCode
ORDER BY 1 DESC
)
SELECT CASE WHEN ISNULL(MAT.[ChargeOutRateInd], 'N') = 'Y'
THEN CASE WHEN MHCG.[Rate] IS NULL
THEN ISNULL(MCR.[Rate], 0)
WHEN MHCG.[Rate] IS NOT NULL
AND MCR.[Rate] IS NOT NULL
THEN ISNULL(MCR.[Rate], 0)
ELSE MHCG.[Rate] END
WHEN ISNULL(CON.[ChargeOutRateInd], 'N') = 'Y'
THEN CASE WHEN CHCG.[Rate] IS NULL
THEN ISNULL(CCR.[Rate], 0)
WHEN CHCG.[Rate] IS NOT NULL
AND CCR.[Rate] IS NOT NULL
THEN ISNULL(CCR.[Rate], 0)
ELSE CHCG.[Rate] END
ELSE ISNULL(FEP.[ChargeFct], 1.00) * (CASE WHEN FER.[RATE] = 0 THEN ISNULL(H.[RATE], 0) ELSE FER.[RATE] END) END AS [Rate],
ISNULL(@TimeorCharge,'T') AS [TimeorCharge]
FROM [dbo].[Matters] MAT
INNER JOIN [dbo].[Contacts] CON
ON CON.[Code] = MAT.[ClientCode]
OUTER APPLY (SELECT MCOR.[Rate]
FROM [dbo].[Handlers] HS
INNER JOIN [dbo].[HandlerChargeGroups] HCG
ON HS.[ChargeGroup] = HCG.[Code]
INNER JOIN [dbo].[MatterChargeOutRates] MCOR
ON MCOR.[FeCode] = HCG.[Code]
AND MCOR.[MatterCode] = @Matter
WHERE HS.[CODE] = @HandlerCode) MHCG
OUTER APPLY (SELECT MCOR.[Rate]
FROM [dbo].[Handlers] HS
INNER JOIN [dbo].[HandlerChargeGroups] HCG
ON HS.[ChargeGroup] = HCG.[Code]
INNER JOIN [dbo].[ClientChargeOutRates] MCOR
ON MCOR.[FeCode] = HCG.[Code]
AND MCOR.[ClientCode] = MAT.[ClientCode]
WHERE HS.[CODE] = @HandlerCode) CHCG
OUTER APPLY (SELECT MCOR.[Rate]
FROM [dbo].[MatterChargeOutRates] MCOR
WHERE MCOR.[FeCode] = @HandlerCode
AND MCOR.[MatterCode] = @Matter) MCR
OUTER APPLY (SELECT CCOR.[Rate]
FROM [dbo].[ClientChargeOutRates] CCOR
WHERE CCOR.[FeCode] = @HandlerCode
AND CCOR.[ClientCode] = MAT.[CLIENTCODE]) CCR
CROSS APPLY (SELECT CASE ISNULL(MAT.[ChargeLevel], 3)
WHEN 1 THEN ISNULL(HDL.[RATE1], 0)
WHEN 2 THEN ISNULL(HDL.[RATE2], 0)
WHEN 3 THEN ISNULL(HDL.[RATE3], 0)
WHEN 4 THEN ISNULL(HDL.[RATE4], 0)
WHEN 5 THEN ISNULL(HDL.[RATE5], 0)
ELSE ISNULL(HDL.[RATE], 0) END AS [RATE]
FROM [dbo].[Handlers] HDL
WHERE HDL.[CODE] = @HandlerCode) FER
OUTER APPLY (SELECT CASE ISNULL(TAC.[ChargeLevel], 'C')
WHEN 'A' THEN 0.33
WHEN 'B' THEN 0.67
WHEN 'C' THEN 1.00
WHEN 'D' THEN 1.33
WHEN 'E' THEN 1.67
ELSE 1.00 END AS [ChargeFct]
FROM [dbo].[TasksCodes] TAC
WHERE TAC.[CODE] = @TaskCode) FEP
LEFT OUTER JOIN [dbo].[Handlers] H
ON H.[CODE] = @HandlerCode
WHERE MAT.[Code] = @Matter
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_GetDocumentsIM'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_GetDocumentsIM]
END
GO
CREATE PROCEDURE
[dbo].[KEYHM_GetDocumentsIM]
(@matter VARCHAR(20),
@ActionID INT,
@DocFolderID INT,
@IMDocs VARCHAR(MAX),
@PageNo INT = NULL,
@PageSize INT = NULL,
@SearchText VARCHAR(4000) = '',
@FileType VARCHAR(4000) = '',
@SortColumn VARCHAR(50) = '',
@SortDirection VARCHAR(10) = '',
@LoggedInHandler VARCHAR(10) = NULL,
@ColumnNames VARCHAR(50) = '',
@FilterValues VARCHAR(4000) = ''
)
AS
/************************************************************************************************************************
* *
* [dbo].[KEYHM_GetDocumentsIM] *
* *
* Get list of Documents for the Document Manager *
* *
* Compatibility information - PLEASE update older versions if necessary to ensure the compatible software *
* remains fully functional *
* ***************************************************************************************************** *
* * * *
* * Supersedes: - * *
* * Original: [ky_NETSPGetDocumentsIM] * *
* * First compatible version: 5.7.2.1 * *
* * Last compatible software version: - * *
* * Superseded by: - * *
* * * *
* ***************************************************************************************************** *
* *
* Modification History *
* 2019-04-23 Vinodhan K Created *
* 2019-05-24 Pino Carafa Performance improvements *
* 2019-05-24 Vinodhan Search field have changed as document instead of filepath *
* 2019-05-24 Arun Performance improvements, *
* 2019-09-09 Vinodhan K Search now can be done on Document class description field *
* 2019-09-18 Vinodhan K Total no. of records now will be displayed based on searched text (KEYSAAS - 1035) *
* 2020-02-13 Prabhu.V Modified the SP to Implement filter works with dynamic values *
* 2020-04-23 Prabhu.V Performance Improved *
* 2020-04-29 Prabhu.V Fixed FileType Filter Not working after Improved the SP *
* 2020-05-04 Arun V Document classes datatype size incresed. KEYHM-582 *
* 2020-05-04 Prabhu V Document total reocrd issue fixed *
* 2020-12-04 Kowshik.R Mobile documents page special character search and.docx file type issue is fixed *
* 2021-02-26 Kowshik.R Mobile documents issue is fixed *
* 2021-08-05 Arun Vasu Last Access date is added in document date column, if last access date is null then *
* it will return the document date *
* 2021-08-09 Arun Vasu Added LastAccessedDate new column in output *
* *
************************************************************************************************************************/
BEGIN
DECLARE @res TABLE
([id] INT identity(1, 1),
[ActionId] INT,
[TrackReference] INT,
[IMDocID] VARCHAR(500),
[IMClass] VARCHAR(20),
[DocClass] VARCHAR(10),
[Document] VARCHAR(2000),
[DiaryDate] DATETIME,
[DocumentDate] DATETIME,
[TYPE] VARCHAR(20),
[Attachments] CHAR(1),
[EMAIL] VARCHAR(1),
[EMAILFROM] VARCHAR(200),
[EMAILSENT] DATETIME,
[EMAILTO] VARCHAR(1000),
[CurrentVersion] INT,
[IsInDocFolder] BIT,
[IsShared] BIT,
[DocumentClassDescription] VARCHAR(40),
[UniqueId] INT,
[FilePath] VARCHAR(500),
[Subject] VARCHAR(2000),
[ShortText] VARCHAR(120),
[NAME] VARCHAR(500),
[ProcessType] VARCHAR(50),
[ACTIONTYPE] VARCHAR(50),
[ActionTypeDescription] VARCHAR(500),
[DOCUMENTSOURCE] VARCHAR(500),
[TotalRecord] INT,
[LastAccessedDate] DATETIME
)
DECLARE @TOTALRECORDS INT =0;
DECLARE @classes TABLE
([KeyhouseClass] INT,
[IMClass] INT,
[ClassCode] VARCHAR(20),
[ClassDescription] VARCHAR(100))
DECLARE @IMDocTable TABLE
([IMDocID] VARCHAR(500) PRIMARY KEY,
[Description] VARCHAR(2000),
[IMClass] VARCHAR(20),
[IMType] VARCHAR(20),
[EmailFrom] VARCHAR(200),
[EmailTo] VARCHAR(1000),
[EmailSent] DATETIME,
[DocumentDate] DATETIME)
DECLARE @IMDocExpanded TABLE
([id] INT IDENTITY(1, 1) PRIMARY KEY,
[ActionID] INT,
[TrackReference] INT,
[IMDocID] VARCHAR(500),
[IMClass] VARCHAR(20),
[DocClass] VARCHAR(10),
[Document] VARCHAR(2000),
[DiaryDate] DATETIME,
[DocumentDate] DATETIME,
[EmailSent] DATETIME,
[TYPE] VARCHAR(20),
[Attachments] CHAR(1),
[EMAIL] CHAR(1),
[EmailFrom] VARCHAR(200),
[EmailTo] VARCHAR(1000),
[CurrentVersion] INT)
DECLARE @FileTypeList TABLE
([FileType] VARCHAR(20) PRIMARY KEY)
INSERT INTO @FileTypeList
SELECT
RTRIM(LTRIM([Item]))
FROM
KEYHM_FN_SplitString(@FileType, ',')
DECLARE @idoc INT
/*
DECLARE @StartRow INT = NULL;
DECLARE @EndRow INT = NULL;
IF(((ISNULL(@PageNo, 0)) != 0 AND (ISNULL(@PageSize, 0)) != 0) AND (@PageNo > -1))
BEGIN
SET @PageNo = ISNULL(@PageNo, 0) - 1; -- 0 BASED INDEX
SET @StartRow = ((@PageNo) * @PageSize) + 1;
SET @EndRow = (@StartRow + @PageSize) - 1;
END
*/
IF(@SortColumn = '' OR @SortColumn = NULL)
BEGIN
SET @SortColumn = 'RowNumber'
END
IF(@SortDirection = '' OR @SortDirection = NULL)
BEGIN
SET @SortDirection = 'ASC'
END
DECLARE @uniqueid AS INT=0;
SELECT @uniqueid = [uniqueid]
FROM dbo.[matters]
WHERE [Code] = @matter
DECLARE @CustomFilter TABLE
([DOCCLASS] VARCHAR(2000),
[TYPE] VARCHAR(2000))
DECLARE @DOCCLASSFilterCount INT = 0;
DECLARE @TypeFilterCount INT = 0;
IF @ColumnNames <> ''
BEGIN
-- Dynamic Filter By Custome Filter Settings Start
SELECT columnName,rownumber INTO #columntbl FROM
(SELECT
LTRIM(RTRIM(m.n.value('.[1]','varchar(8000)'))) AS columnName, ROW_NUMBER() OVER (ORDER BY (SELECT 1)) as rownumber
FROM
(
SELECT CAST('' + REPLACE(@ColumnNames,',','') + '' AS XML) AS x
)t
CROSS APPLY x.nodes('/XMLRoot/RowData')m(n)) ColumnTbl -- count(*) over(),
SELECT FilterValue,rownumber INTO #FILTERVALUETBL FROM
(SELECT
LTRIM(RTRIM(m.n.value('.[1]','varchar(8000)'))) AS FilterValue, ROW_NUMBER() OVER (ORDER BY (SELECT 1)) as rownumber
FROM
(
SELECT CAST('' + REPLACE(@FilterValues,'|','') + '' AS XML) AS x
)t
CROSS APPLY x.nodes('/XMLRoot/RowData')m(n)) FILTERVALUETBL
DECLARE @count int
DECLARE @lptcnt int=1
DECLARE @ColumnName varchar(50)
DECLARE @FilterValue varchar(2000)
SELECT @count = count(1) FROM #columntbl;
WHILE @lptcnt <= @count
BEGIN
SET @FilterValue =''
SELECT @ColumnName = columnName FROM #columntbl WHERE rownumber = @lptcnt
SELECT @FilterValue = FilterValue FROM #FILTERVALUETBL WHERE rownumber = @lptcnt
IF(@ColumnName = 'DOCCLASS')
insert into @CustomFilter (DOCCLASS,TYPE) values (@FilterValue,null)
ELSE
insert into @CustomFilter (DOCCLASS,TYPE) values (null,@FilterValue)
SET @lptcnt = @lptcnt + 1;
END
SET @DOCCLASSFilterCount = (SELECT COUNT(1) FROM @CustomFilter WHERE DOCCLASS IS NOT NULL AND DOCCLASS <>'')
SET @TypeFilterCount = (SELECT COUNT(1) FROM @CustomFilter WHERE TYPE IS NOT NULL AND TYPE <>'')
END
IF (ISNULL(@DocFolderID, 0) = 0) AND (ISNULL(@ActionID, 0) = 0)
BEGIN
SET @IMDocs = ISNULL(@IMDocs, '' + CHAR(13) + CHAR(10) + '')
IF (ISNULL(PATINDEX('%' + CHAR(13) + CHAR(10) + @IMDocs
END
BEGIN TRY
EXEC sp_xml_preparedocument @idoc OUTPUT, @IMDocs
END TRY
BEGIN CATCH
EXEC sp_xml_preparedocument @idoc OUTPUT, ''
END CATCH
INSERT
INTO @IMDocTable
([IMDocID],
[Description],
[IMClass],
[IMType],
[EmailFrom],
[EmailTo],
[EmailSent],
[DocumentDate])
SELECT [DAL].[IMDocID],
[DAL].[Description],
[DAL].[IMClass],
[DAL].[IMType],
[DAL].[EmailFrom],
[DAL].[EmailTo],
[DAL].[EmailSent],
[DAL].[DocumentDate]
FROM OPENXML(@idoc, 'IMDocs/Doc', 2)
WITH([IMDocID] VARCHAR(500) '@DocId',
[Description] VARCHAR(2000) '@Description',
[IMClass] VARCHAR(20) '@ClassId',
[IMType] VARCHAR(20) '@TypeId',
[EmailFrom] VARCHAR(200) '@EmailFrom',
[EmailTo] VARCHAR(1000) '@EmailTo',
[EmailSent] DATETIME '@EmailSent',
[DocumentDate] DATETIME '@DocumentDate') [DAL]
EXEC sp_xml_removedocument @idoc
INSERT
INTO @res
([ActionId],
[TrackReference],
[IMDocID],
[IMClass],
[DocClass],
[Document],
[DiaryDate],
[DocumentDate],
[EmailSent],
[TYPE],
[Attachments],
[EMAIL],
[EmailFrom],
[EmailTo],
[CurrentVersion],
[IsInDocFolder],
[IsShared])
SELECT convert(INT, NULL) AS [ActionID],
convert(INT, NULL) AS [TrackReference],
[DAL].[IMDocID] AS [IMDocID],
[DAL].[IMClass] AS [IMClass],
convert(VARCHAR(10), NULL) AS [DocClass],
[DAL].[Description] AS [Document],
convert(DATETIME,
ISNULL([DAL].[DocumentDate],
[DAL].[EmailSent])) AS [DiaryDate],
convert(DATETIME,
ISNULL([DAL].[DocumentDate],
[DAL].[EmailSent])) AS [DocumentDate],
convert(DATETIME,
[DAL].[EmailSent]) AS [EMAILSENT],
CASE convert(VARCHAR(20),
[DAL].[IMTYPE])
WHEN 'WORD' THEN 'DOC'
WHEN 'WORDX' THEN 'DOC'
WHEN 'WPF' THEN 'DOC'
WHEN 'ANSI' THEN 'DOC'
WHEN 'ACROBAT' THEN 'PDF'
WHEN 'EXCEL' THEN 'XLS'
WHEN 'EXCELX' THEN 'XLS'
WHEN 'MIME' THEN CASE WHEN [DAL].[IMClass] = 'E-Mail'
THEN 'MSG'
ELSE 'MIME' END
ELSE [DAL].[IMTYPE] END AS [TYPE],
CONVERT(CHAR(1),
'N') AS [Attachments],
CONVERT(CHAR(1), CASE WHEN ISNULL([DAL].[IMClass], '') = 'E-Mail'
THEN 'Y'
ELSE 'N' END) As [EMAIL],
CASE WHEN ISNULL([DAL].[IMClass], '') = 'E-Mail'
THEN [DAL].[EMAILFROM]
ELSE CONVERT(VARCHAR(200), NULL) END AS [EmailFrom],
CASE WHEN ISNULL([DAL].[IMClass], '') = 'E-Mail'
THEN [DAL].[EMAILTO]
ELSE CONVERT(VARCHAR(1000), NULL) END AS [EmailTo],
CONVERT(INT, 1) AS [CurrentVersion],
0 AS [IsInDocFolder],
0 AS [IsShared]
FROM @IMDocTable [DAL]
LEFT OUTER JOIN [dbo].[DAIMXref] [DX]
ON [DX].[IMDocID] = [DAL].[IMDocID]
WHERE [DX].[TrackReference] IS NULL
AND (
@SearchText = ''
OR
([DAL].[Description] LIKE '%' + @SearchText + '%')
OR
(CONVERT(DATETIME, ISNULL([DAL].[DocumentDate], [DAL].[EmailSent])) LIKE '%' + @SearchText + '%')
)
AND
(
ISNULL(@FileType, '') = ''
OR (CASE CONVERT(VARCHAR(20),[DAL].[IMTYPE])
WHEN 'WORD' THEN 'DOC'
WHEN 'WORDX' THEN 'DOC'
WHEN 'WPF' THEN 'DOC'
WHEN 'ANSI' THEN 'DOC'
WHEN 'ACROBAT' THEN 'PDF'
WHEN 'EXCEL' THEN 'XLS'
WHEN 'EXCELX' THEN 'XLS'
WHEN 'MIME' THEN CASE WHEN [DAL].[IMClass] = 'E-Mail'
THEN 'MSG'
ELSE 'MIME' END
ELSE [DAL].[IMTYPE] END IN (select FileType from @FileTypeList ))
)
SELECT @TOTALRECORDS = Count(1) FROM dbo.[diary] [DIA]
INNER JOIN dbo.[DiaryAttachments] [DA] ON [DA].[DiaryID] = [DIA].[ACTIONID]
AND [DA].[CASECODE] = [DIA].[CASECODE]
WHERE [DIA].[CaseCode] = @matter
AND
(
CASE WHEN @SearchText = '' THEN 1
WHEN
([DA].FILEPATH LIKE '%' + @SearchText + '%')
OR
([DA].[DATEENTERED] LIKE '%' + @SearchText + '%')
OR
([DA].[TYPE] LIKE '%' + @SearchText + '%')
OR
([DA].[DocClass] LIKE '%' + @SearchText + '%')
THEN 1
ELSE 0
END = 1
)
AND
(
ISNULL(@FileType, '') = ''
OR ([DA].[TYPE] IN (select FileType from @FileTypeList ))
)
SELECT @TOTALRECORDS = Count(1)+ @TOTALRECORDS FROM @res
SELECT
[DIA].[CASECODE],[DIA].[ACTIONID],[DIA].[DATE],[DIA].[TxmDate], [DIA].[EMAIL],[DIA].[ATTACHMENTS],[DIA].[EMAILADDRESS],[DIA].[ADDRESSTO],[DIA].[SUBJECT],[DIA].[DisplayText],
[DIA].[PROCESSTYPE],[DIA].[ACTIONTYPE],
[DA].[DIARYID],[DA].[TrackReference],[DA].[DocClass],[DA].[DATEENTERED],[DAS].[TYPE],
[DA].[FILEPATH],[DA].[NAME],[DA].[SOURCE],
convert(VARCHAR(500), ISNULL([DX].[IMDocID], '')) AS [IMDocID],
convert(VARCHAR(20), ISNULL([DL].[IMClass], '')) AS [IMClass],
RTRIM(convert(VARCHAR(2000), ISNULL([DL].[Description], ISNULL([DA].[Document], '')))) AS [Document],
CASE WHEN [DIA].[ACTIONTYPE] = 'A'
THEN 'Action'
WHEN [DIA].[ACTIONTYPE] = 'N'
THEN 'Note'
WHEN [DIA].[ACTIONTYPE] = 'P'
THEN 'Appointment'
WHEN [DIA].[ACTIONTYPE] = 'R'
THEN 'Reminder'
WHEN [DIA].[ACTIONTYPE] = 'E'
THEN 'Email'
WHEN [DIA].[ACTIONTYPE] = 'T'
THEN 'Phone Message'
WHEN [DIA].[ACTIONTYPE] = 'D'
THEN 'Dictation'
WHEN [DIA].[ACTIONTYPE] = 'U'
THEN 'Undertaking'
WHEN [DIA].[ACTIONTYPE] = 'S'
THEN 'Statute Date'
WHEN [DIA].[ACTIONTYPE] = 'C'
THEN 'Critical Date'
WHEN [DIA].[ACTIONTYPE] = 'O'
THEN 'Court Date'
WHEN [DIA].[ACTIONTYPE] = 'M'
THEN 'Scanned Post/Mail'
WHEN RTRIM(ISNULL([DIA].[ACTIONTYPE], '')) = ''
THEN CASE WHEN convert(VARCHAR(1), CASE WHEN RTRIM(ISNULL([DIA].[EMAIL], 'N')) = 'Y' THEN 'Y' ELSE 'N' END) = 'Y'
THEN 'Email'
WHEN convert(VARCHAR(500), ISNULL([DX].[IMDocID], '')) <> ''
THEN 'IManage document'
ELSE 'Unknown' END
ELSE 'Action Type: ' + [DIA].[ACTIONTYPE] END AS [ActionTypeDescription],
CASE WHEN convert(VARCHAR(10), ISNULL([DA].[DocClass], '')) <> ''
THEN RTRIM(ISNULL(DCL.[CLASSDESCRIPTION], ''))
ELSE CASE WHEN [DCL].[ClassCode] = 'ATTNOTES'
THEN 'Attendance Notes'
WHEN [DCL].[ClassCode] = 'BILL'
THEN 'Bill'
WHEN [DCL].[ClassCode] = 'FAX'
THEN 'Fax'
WHEN [DCL].[ClassCode] = 'LEGAL'
THEN 'Legal'
WHEN [DCL].[ClassCode] = 'SCAN'
THEN 'Scan'
WHEN [DCL].[ClassCode] = 'COMPARE'
THEN 'Compare Document'
WHEN [DCL].[ClassCode] = 'DISCUSSION'
THEN 'Discussion'
WHEN [DCL].[ClassCode] = 'DOC'
THEN 'Document'
WHEN [DCL].[ClassCode] = 'E-MAIL'
THEN 'E-Mail'
WHEN [DCL].[ClassCode] = 'EVENT'
THEN 'Event'
WHEN [DCL].[ClassCode] = 'LETTER'
THEN 'Letter'
WHEN [DCL].[ClassCode] = 'MEMO'
THEN 'Memo'
WHEN [DCL].[ClassCode] = 'PAGE_ICON'
THEN 'Page Icon'
WHEN [DCL].[ClassCode] = 'TASK'
THEN 'Task'
WHEN [DCL].[ClassCode] = 'TEXT'
THEN 'Text File'
WHEN [DCL].[ClassCode] = 'WEBDOC'
THEN 'InfoLink Web Page'
ELSE ISNULL([DCL].[CLASSCODE], '') END END AS [DocumentClassDescription]
--,Count(1) Over() as TotalRowsCount
INTO #DiaryTables
FROM dbo.[diary] [DIA]
INNER JOIN dbo.[DiaryAttachments] [DA] ON [DA].[DiaryID] = [DIA].[ACTIONID] and [DIA].CASECODE = [DA].CASECODE
INNER JOIN dbo.[DiaryAttachmentSelector] [DAS] ON [DAS].[TrackReference] = [DA].[TrackReference] and [DAS].CASECODE = [DA].CASECODE and [DAS].[TrackReference]=[DA].[TrackReference]
LEFT OUTER JOIN [dbo].[DAIMXRef] [DX]
LEFT OUTER JOIN @IMDocTable [DL]
ON [DL].[IMDocID] = [DX].[IMDocID]
ON [DX].[TrackReference] = [DA].[TrackReference]
LEFT OUTER JOIN [dbo].[DocumentClasses] DCL
ON convert(VARCHAR(10), ISNULL([DA].[DocClass], '')) <> ''
AND DCL.[CLASSCODE] = CASE WHEN convert(VARCHAR(10), ISNULL([DA].[DocClass], '')) = '' THEN convert(VARCHAR(20), ISNULL([DL].[IMClass], ''))
ELSE convert(VARCHAR(10), ISNULL([DA].[DocClass], ''))
END
WHERE [DIA].[CaseCode] = @matter
AND
(
CASE WHEN @SearchText = '' THEN 1
WHEN
([DA].FILEPATH LIKE '%' + @SearchText + '%')
OR
([DA].[DATEENTERED] LIKE '%' + @SearchText + '%')
OR
([DA].[TYPE] LIKE '%' + @SearchText + '%')
OR
([DA].[DocClass] LIKE '%' + @SearchText + '%')
OR
([DA].[DOCUMENT] LIKE '%' + @SearchText + '%')
THEN 1
ELSE 0
END = 1
)
AND
(
ISNULL(@FileType, '') = ''
OR ([DA].[TYPE] IN (select FileType from @FileTypeList ))
)
ORDER BY
CASE WHEN @SortDirection = 'ASC' AND @SortColumn!='RowNumber' THEN
CASE @SortColumn
WHEN 'Type' THEN convert(VARCHAR(20), UPPER(RTRIM(ISNULL([DA].[TYPE], ''))))
END
END,
CASE WHEN @SortDirection = 'DESC' AND @SortColumn!='RowNumber' THEN
CASE @SortColumn
WHEN 'Type' THEN convert(VARCHAR(20), UPPER(RTRIM(ISNULL([DA].[TYPE], ''))))
END
END DESC,
CASE WHEN @SortDirection = 'ASC' AND @SortColumn!='RowNumber' THEN
CASE @SortColumn
WHEN 'Document' THEN RTRIM(convert(VARCHAR(2000), ISNULL([DL].[Description], ISNULL([DA].[Document], ''))))
END
END,
CASE WHEN @SortDirection = 'DESC' AND @SortColumn!='RowNumber' THEN
CASE @SortColumn
WHEN 'Document' THEN RTRIM(convert(VARCHAR(2000), ISNULL([DL].[Description], ISNULL([DA].[Document], ''))))
END
END DESC,
CASE WHEN @SortDirection = 'ASC' AND @SortColumn!='RowNumber' THEN
CASE @SortColumn
WHEN 'DocumentClassDescription' THEN CASE WHEN convert(VARCHAR(10), ISNULL([DA].[DocClass], '')) <> ''
THEN RTRIM(ISNULL(DCL.[CLASSDESCRIPTION], ''))
ELSE CASE WHEN [DCL].[ClassCode] = 'ATTNOTES'
THEN 'Attendance Notes'
WHEN [DCL].[ClassCode] = 'BILL'
THEN 'Bill'
WHEN [DCL].[ClassCode] = 'FAX'
THEN 'Fax'
WHEN [DCL].[ClassCode] = 'LEGAL'
THEN 'Legal'
WHEN [DCL].[ClassCode] = 'SCAN'
THEN 'Scan'
WHEN [DCL].[ClassCode] = 'COMPARE'
THEN 'Compare Document'
WHEN [DCL].[ClassCode] = 'DISCUSSION'
THEN 'Discussion'
WHEN [DCL].[ClassCode] = 'DOC'
THEN 'Document'
WHEN [DCL].[ClassCode] = 'E-MAIL'
THEN 'E-Mail'
WHEN [DCL].[ClassCode] = 'EVENT'
THEN 'Event'
WHEN [DCL].[ClassCode] = 'LETTER'
THEN 'Letter'
WHEN [DCL].[ClassCode] = 'MEMO'
THEN 'Memo'
WHEN [DCL].[ClassCode] = 'PAGE_ICON'
THEN 'Page Icon'
WHEN [DCL].[ClassCode] = 'TASK'
THEN 'Task'
WHEN [DCL].[ClassCode] = 'TEXT'
THEN 'Text File'
WHEN [DCL].[ClassCode] = 'WEBDOC'
THEN 'InfoLink Web Page'
ELSE ISNULL([DCL].[CLASSCODE], '') END END
END
END,
CASE WHEN @SortDirection = 'DESC' AND @SortColumn!='RowNumber' THEN
CASE @SortColumn
WHEN 'DocumentClassDescription' THEN CASE WHEN convert(VARCHAR(10), ISNULL([DA].[DocClass], '')) <> ''
THEN RTRIM(ISNULL(DCL.[CLASSDESCRIPTION], ''))
ELSE CASE WHEN [DCL].[ClassCode] = 'ATTNOTES'
THEN 'Attendance Notes'
WHEN [DCL].[ClassCode] = 'BILL'
THEN 'Bill'
WHEN [DCL].[ClassCode] = 'FAX'
THEN 'Fax'
WHEN [DCL].[ClassCode] = 'LEGAL'
THEN 'Legal'
WHEN [DCL].[ClassCode] = 'SCAN'
THEN 'Scan'
WHEN [DCL].[ClassCode] = 'COMPARE'
THEN 'Compare Document'
WHEN [DCL].[ClassCode] = 'DISCUSSION'
THEN 'Discussion'
WHEN [DCL].[ClassCode] = 'DOC'
THEN 'Document'
WHEN [DCL].[ClassCode] = 'E-MAIL'
THEN 'E-Mail'
WHEN [DCL].[ClassCode] = 'EVENT'
THEN 'Event'
WHEN [DCL].[ClassCode] = 'LETTER'
THEN 'Letter'
WHEN [DCL].[ClassCode] = 'MEMO'
THEN 'Memo'
WHEN [DCL].[ClassCode] = 'PAGE_ICON'
THEN 'Page Icon'
WHEN [DCL].[ClassCode] = 'TASK'
THEN 'Task'
WHEN [DCL].[ClassCode] = 'TEXT'
THEN 'Text File'
WHEN [DCL].[ClassCode] = 'WEBDOC'
THEN 'InfoLink Web Page'
ELSE ISNULL([DCL].[CLASSCODE], '') END END
END
END DESC,
CASE WHEN @SortDirection = 'ASC' AND @SortColumn!='RowNumber' THEN
CASE @SortColumn
WHEN 'DocumentDate' THEN convert(DATETIME, [DA].[DATEENTERED])
END
END,
CASE WHEN @SortDirection = 'DESC' AND @SortColumn!='RowNumber' THEN
CASE @SortColumn
WHEN 'DocumentDate' THEN convert(DATETIME, [DA].[DATEENTERED])
END
END DESC, [DA].[TrackReference] DESC
OFFSET @PageSize * (@PageNo - 1) ROWS
FETCH NEXT @PageSize ROWS ONLY OPTION (RECOMPILE);
--SELECT * from #DiaryTables
INSERT
INTO @res
([ActionId],
[TrackReference],
[IMDocID],
[IMClass],
[DocClass],
[Document],
[DiaryDate],
[DocumentDate],
[EmailSent],
[TYPE],
[Attachments],
[EMAIL],
[EmailFrom],
[EmailTo],
[CurrentVersion],
[IsInDocFolder],
[IsShared],
[DocumentClassDescription],
[UniqueId],
[FilePath],
[Subject],
[ShortText],
[NAME],
[ProcessType],
[ACTIONTYPE],
[ActionTypeDescription],
[DOCUMENTSOURCE],
[LastAccessedDate]
)
SELECT convert(INT, [DIA].[DIARYID]) AS [ActionID],
convert(INT, [DIA].[TrackReference]) AS [TrackReference],
[DIA].[IMDocID],
[DIA].[IMClass],
convert(VARCHAR(10), ISNULL([DIA].[DocClass], '')) AS [DocClass],
[DIA].[Document],
convert(DATETIME, [DIA].[DATE]) As [DiaryDate],
convert(DATETIME, [DIA].[DATEENTERED]) AS [DocumentDate],
convert(DATETIME, ISNULL([DIA].[TxmDate], [DIA].[Date])) As [EMAILSENT],
convert(VARCHAR(20), UPPER(RTRIM(ISNULL([DIA].[TYPE], '')))) AS [TYPE],
-- CASE WHEN [DIA].[ATTACHMENTS] = 'Y' THEN 'Y' ELSE 'N' END AS [Attachments],
(CASE WHEN ISNULL( convert(VARCHAR(1), CASE WHEN RTRIM(ISNULL([DIA].[EMAIL], 'N')) = 'Y' THEN 'Y' ELSE 'N' END), '') = 'Y'
AND convert(INT, [DIA].[TrackReference]) = [OMS].[TrackReference]
THEN (CASE WHEN [DIA].[ATTACHMENTS] = 'Y' THEN 'Y' ELSE 'N' END )
WHEN ISNULL(convert(VARCHAR(20), UPPER(RTRIM(ISNULL([DIA].[TYPE], '')))), '') = 'MSG'
AND convert(INT, [DIA].[TrackReference]) = [OMS].[TrackReference]
THEN (CASE WHEN [DIA].[ATTACHMENTS] = 'Y' THEN 'Y' ELSE 'N' END)
ELSE 'N' END) AS [Attachments],
-- convert(VARCHAR(1), CASE WHEN RTRIM(ISNULL([DIA].[EMAIL], 'N')) = 'Y' THEN 'Y' ELSE 'N' END) AS [EMAIL],
(CASE WHEN convert(VARCHAR(1), CASE WHEN RTRIM(ISNULL([DIA].[EMAIL], 'N')) = 'Y' THEN 'Y' ELSE 'N' END) = 'Y'
AND convert(INT, [DIA].[TrackReference]) = [OMS].[TrackReference]
THEN 'Y'
WHEN ISNULL(convert(VARCHAR(20), UPPER(RTRIM(ISNULL([DIA].[TYPE], '')))), '') = 'MSG'
AND convert(INT, [DIA].[TrackReference]) = [OMS].[TrackReference]
THEN 'Y'
ELSE 'N' END) AS [EMAIL],
-- convert(VARCHAR(200), RTRIM(ISNULL([DIA].[EMAILADDRESS], ''))) AS [EMAILFROM],
RTRIM(ISNULL(CONVERT(VARCHAR(200), SUBSTRING(convert(VARCHAR(200), RTRIM(ISNULL([DIA].[EMAILADDRESS], ''))), 1, 200)), '')) AS [EMAILFROM],
--RTRIM(ISNULL(CONVERT(VARCHAR(1000), [DIA].[ADDRESSTO]), '')) AS [EMAILTO],
RTRIM(ISNULL(CONVERT(VARCHAR(1000), SUBSTRING(RTRIM(ISNULL(CONVERT(VARCHAR(1000), [DIA].[ADDRESSTO]), '')), 1, 1000)), '')) AS [EMAILTO],
[DV].[CurrentVersion],
[IND].[InDocFolder],
[SHD].[IsShared],
[DIA].[DocumentClassDescription],
@uniqueid AS uniqueid,
CASE WHEN [UNC].[UNC] IS NULL THEN RTRIM(ISNULL([DIA].[FILEPATH], ''))
ELSE [UNC].[UNC] + SUBSTRING(RTRIM(ISNULL([DIA].[FILEPATH], '')), 3, LEN(RTRIM(ISNULL([DIA].[FILEPATH], ''))) - 2) END AS [FILEPATH],
-- [RES].[EMAILSENT],
RTRIM(ISNULL(CONVERT(VARCHAR(1000),
SUBSTRING(RTRIM(ISNULL(CONVERT(VARCHAR(2000),
[DIA].[SUBJECT]),'')),
1,
1000)),
'')) AS [SUBJECT],
RTRIM(ISNULL(CONVERT(VARCHAR(120),
SUBSTRING(RTRIM(ISNULL(CONVERT(VARCHAR(120),
[DIA].[DisplayText]),'')),
1,
120)),
'')) AS [ShortText],
RTRIM(ISNULL([DIA].[NAME], '')) AS [NAME],
RTRIM(ISNULL([DIA].[PROCESSTYPE], '')) AS [PROCESSTYPE],
RTRIM(ISNULL([DIA].[ACTIONTYPE], '')) AS [ACTIONTYPE],
[DIA].[ActionTypeDescription],
RTRIM(ISNULL([DIA].[SOURCE], CASE WHEN [DIA].[ACTIONID] IS NULL THEN 'IManage' ELSE '' END)) AS [DOCUMENTSOURCE]
--,TotalRowsCount
,isnull([DLA].AccessDate, [DIA].DATEENTERED) as LastAccessedDate
FROM #DiaryTables [DIA]
-- INNER JOIN dbo.[matters] [MAT] ON [MAT].[CODE] = [DIA].[CASECODE]
CROSS APPLY (SELECT CASE WHEN COUNT(1) = 0
THEN CONVERT(BIT, 0)
ELSE CONVERT(BIT, 1) END AS [InDocFolder]
FROM [dbo].[DocFolderDocuments] [DFD]
WHERE [DFD].[TrackReference] = [DIA].[TrackReference]) [IND]
CROSS APPLY (SELECT CASE WHEN COUNT(1) = 0
THEN CONVERT(BIT, 0)
ELSE CONVERT(BIT, 1) END AS [IsShared]
FROM [dbo].[FileSharingDocuments] [FSD]
INNER JOIN [dbo].[FileSharingMapping] [FSM]
INNER JOIN [dbo].[FileSharingDocFolders] [FSDF]
ON [FSDF].[DocFolderID] = [FSM].[FileSharingDocFoldersID]
AND [FSDF].[Shared] = 1
ON [FSM].[id] = [FSD].[FileSharingMappingID]
WHERE [FSD].[TrackReference] = [DIA].[TrackReference]) [SHD]
CROSS APPLY (SELECT ISNULL(MAX([DAV].[Version]), 0) + 1 AS [CurrentVersion]
FROM [dbo].[DiaryAttachmentVersioning] [DAV]
WHERE TRACKREFERENCE = [DIA].[TRACKREFERENCE]) [DV]
LEFT OUTER JOIN [dbo].[UNCAlias] [UNC]
ON SUBSTRING([DIA].[FilePath], 2, 1) = ':'
AND [UNC].[Drive] = SUBSTRING([DIA].[FilePath], 1, 1)
OUTER APPLY ( SELECT TOP 1
[MST].[TrackReference] AS [TrackReference],
[MST].[Type] AS [Type]
FROM #DiaryTables [MST]
WHERE [MST].[diaryid] = [DIA].[ActionID]
ORDER BY CASE WHEN [MST].Type = 'MSG'
THEN 0
ELSE 1 END,
[MST].[TrackReference]) [OMS]
CROSS APPLY (SELECT ISNULL(MAX([DAA].[AccessDate]), [DIA].[DATEENTERED]) AS [AccessDate]
FROM [dbo].[DiaryAttachmentAccess] [DAA]
WHERE [DAA].[TrackReference] = [DIA].[TRACKREFERENCE] AND
[DAA].[Comment] = 'Updated') DLA
-- OFFSET @PageSize * (@PageNo - 1) ROWS
-- FETCH NEXT @PageSize ROWS ONLY OPTION (RECOMPILE);
END
ELSE IF ISNULL(@DocFolderID, 0) <> 0
BEGIN
SELECT @TOTALRECORDS = Count(1)
FROM [dbo].[DocFolderDocuments] [DDC]
INNER JOIN dbo.[diary] [DIA]
INNER JOIN dbo.[DiaryAttachments] [DA] ON [DA].[DiaryID] = [DIA].[ACTIONID]
AND [DA].[CASECODE] = [DIA].[CASECODE]
ON [DA].[TrackReference] = [DDC].[TrackReference]
WHERE [DDC].[DocFolderID] = @DocFolderID
AND
(
CASE WHEN @SearchText = '' THEN 1
WHEN
([DA].FILEPATH LIKE '%' + @SearchText + '%')
OR
([DA].[DATEENTERED] LIKE '%' + @SearchText + '%')
OR
([DA].[TYPE] LIKE '%' + @SearchText + '%')
OR
([DA].[DocClass] LIKE '%' + @SearchText + '%')
THEN 1
ELSE 0
END =1
)
AND
(
ISNULL(@FileType, '') = ''
OR ([DA].[TYPE] IN (select FileType from @FileTypeList ))
)
SELECT
[DIA].[CASECODE],[DIA].[ACTIONID],[DIA].[DATE],[DIA].[TxmDate], [DIA].[EMAIL],[DIA].[ATTACHMENTS],[DIA].[EMAILADDRESS],[DIA].[ADDRESSTO],[DIA].[SUBJECT],[DIA].[DisplayText],
[DIA].[PROCESSTYPE],[DIA].[ACTIONTYPE],
[DA].[DIARYID],[DA].[TrackReference],[DA].[DocClass],[DA].[DATEENTERED],[DAS].[TYPE],
[DA].[FILEPATH],[DA].[NAME],[DA].[SOURCE],
convert(VARCHAR(500), ISNULL([DX].[IMDocID], '')) AS [IMDocID],
convert(VARCHAR(20), ISNULL([DL].[IMClass], '')) AS [IMClass],
RTRIM(convert(VARCHAR(2000), ISNULL([DL].[Description], ISNULL([DA].[Document], '')))) AS [Document],
CASE WHEN [DIA].[ACTIONTYPE] = 'A'
THEN 'Action'
WHEN [DIA].[ACTIONTYPE] = 'N'
THEN 'Note'
WHEN [DIA].[ACTIONTYPE] = 'P'
THEN 'Appointment'
WHEN [DIA].[ACTIONTYPE] = 'R'
THEN 'Reminder'
WHEN [DIA].[ACTIONTYPE] = 'E'
THEN 'Email'
WHEN [DIA].[ACTIONTYPE] = 'T'
THEN 'Phone Message'
WHEN [DIA].[ACTIONTYPE] = 'D'
THEN 'Dictation'
WHEN [DIA].[ACTIONTYPE] = 'U'
THEN 'Undertaking'
WHEN [DIA].[ACTIONTYPE] = 'S'
THEN 'Statute Date'
WHEN [DIA].[ACTIONTYPE] = 'C'
THEN 'Critical Date'
WHEN [DIA].[ACTIONTYPE] = 'O'
THEN 'Court Date'
WHEN [DIA].[ACTIONTYPE] = 'M'
THEN 'Scanned Post/Mail'
WHEN RTRIM(ISNULL([DIA].[ACTIONTYPE], '')) = ''
THEN CASE WHEN convert(VARCHAR(1), CASE WHEN RTRIM(ISNULL([DIA].[EMAIL], 'N')) = 'Y' THEN 'Y' ELSE 'N' END) = 'Y'
THEN 'Email'
WHEN convert(VARCHAR(500), ISNULL([DX].[IMDocID], '')) <> ''
THEN 'IManage document'
ELSE 'Unknown' END
ELSE 'Action Type: ' + [DIA].[ACTIONTYPE] END AS [ActionTypeDescription],
CASE WHEN convert(VARCHAR(10), ISNULL([DA].[DocClass], '')) <> ''
THEN RTRIM(ISNULL(DCL.[CLASSDESCRIPTION], ''))
ELSE CASE WHEN [DCL].[ClassCode] = 'ATTNOTES'
THEN 'Attendance Notes'
WHEN [DCL].[ClassCode] = 'BILL'
THEN 'Bill'
WHEN [DCL].[ClassCode] = 'FAX'
THEN 'Fax'
WHEN [DCL].[ClassCode] = 'LEGAL'
THEN 'Legal'
WHEN [DCL].[ClassCode] = 'SCAN'
THEN 'Scan'
WHEN [DCL].[ClassCode] = 'COMPARE'
THEN 'Compare Document'
WHEN [DCL].[ClassCode] = 'DISCUSSION'
THEN 'Discussion'
WHEN [DCL].[ClassCode] = 'DOC'
THEN 'Document'
WHEN [DCL].[ClassCode] = 'E-MAIL'
THEN 'E-Mail'
WHEN [DCL].[ClassCode] = 'EVENT'
THEN 'Event'
WHEN [DCL].[ClassCode] = 'LETTER'
THEN 'Letter'
WHEN [DCL].[ClassCode] = 'MEMO'
THEN 'Memo'
WHEN [DCL].[ClassCode] = 'PAGE_ICON'
THEN 'Page Icon'
WHEN [DCL].[ClassCode] = 'TASK'
THEN 'Task'
WHEN [DCL].[ClassCode] = 'TEXT'
THEN 'Text File'
WHEN [DCL].[ClassCode] = 'WEBDOC'
THEN 'InfoLink Web Page'
ELSE ISNULL([DCL].[CLASSCODE], '') END END AS [DocumentClassDescription]
-- , Count(1) Over() as TotalRowsCount
INTO #DiaryTableList
FROM [dbo].[DocFolderDocuments] [DDC]
INNER JOIN dbo.[diary] [DIA]
INNER JOIN dbo.[DiaryAttachments] [DA] ON [DA].[DiaryID] = [DIA].[ACTIONID]
INNER JOIN dbo.DiaryAttachmentSelector [DAS] on [DA].[TrackReference]=[DAS].[TrackReference]
AND [DIA].CASECODE = [DA].CASECODE
ON [DA].[TrackReference] = [DDC].[TrackReference]
LEFT OUTER JOIN [dbo].[DAIMXRef] [DX]
LEFT OUTER JOIN @IMDocTable [DL]
ON [DL].[IMDocID] = [DX].[IMDocID]
ON [DX].[TrackReference] = [DA].[TrackReference]
LEFT OUTER JOIN [dbo].[DocumentClasses] DCL
ON convert(VARCHAR(10), ISNULL([DA].[DocClass], '')) <> ''
AND DCL.[CLASSCODE] = CASE WHEN convert(VARCHAR(10), ISNULL([DA].[DocClass], '')) = '' THEN convert(VARCHAR(20), ISNULL([DL].[IMClass], ''))
ELSE convert(VARCHAR(10), ISNULL([DA].[DocClass], ''))
END
WHERE [DDC].[DocFolderID] = @DocFolderID
AND
(
CASE WHEN @SearchText = '' THEN 1
WHEN
([DA].FILEPATH LIKE '%' + @SearchText + '%')
OR
([DA].[DATEENTERED] LIKE '%' + @SearchText + '%')
OR
([DA].[TYPE] LIKE '%' + @SearchText + '%')
OR
([DA].[DocClass] LIKE '%' + @SearchText + '%')
THEN 1
ELSE 0
END =1
)
AND
(
ISNULL(@FileType, '') = ''
OR ([DA].[TYPE] IN (select FileType from @FileTypeList ))
)
ORDER BY
CASE WHEN @SortDirection = 'ASC' AND @SortColumn!='RowNumber' THEN
CASE @SortColumn
WHEN 'Type' THEN convert(VARCHAR(20), UPPER(RTRIM(ISNULL([DA].[TYPE], ''))))
END
END,
CASE WHEN @SortDirection = 'DESC' AND @SortColumn!='RowNumber' THEN
CASE @SortColumn
WHEN 'Type' THEN convert(VARCHAR(20), UPPER(RTRIM(ISNULL([DA].[TYPE], ''))))
END
END DESC,
CASE WHEN @SortDirection = 'ASC' AND @SortColumn!='RowNumber' THEN
CASE @SortColumn
WHEN 'Document' THEN RTRIM(convert(VARCHAR(2000), ISNULL([DL].[Description], ISNULL([DA].[Document], ''))))
END
END,
CASE WHEN @SortDirection = 'DESC' AND @SortColumn!='RowNumber' THEN
CASE @SortColumn
WHEN 'Document' THEN RTRIM(convert(VARCHAR(2000), ISNULL([DL].[Description], ISNULL([DA].[Document], ''))))
END
END DESC,
CASE WHEN @SortDirection = 'ASC' AND @SortColumn!='RowNumber' THEN
CASE @SortColumn
WHEN 'DocumentClassDescription' THEN CASE WHEN convert(VARCHAR(10), ISNULL([DA].[DocClass], '')) <> ''
THEN RTRIM(ISNULL(DCL.[CLASSDESCRIPTION], ''))
ELSE CASE WHEN [DCL].[ClassCode] = 'ATTNOTES'
THEN 'Attendance Notes'
WHEN [DCL].[ClassCode] = 'BILL'
THEN 'Bill'
WHEN [DCL].[ClassCode] = 'FAX'
THEN 'Fax'
WHEN [DCL].[ClassCode] = 'LEGAL'
THEN 'Legal'
WHEN [DCL].[ClassCode] = 'SCAN'
THEN 'Scan'
WHEN [DCL].[ClassCode] = 'COMPARE'
THEN 'Compare Document'
WHEN [DCL].[ClassCode] = 'DISCUSSION'
THEN 'Discussion'
WHEN [DCL].[ClassCode] = 'DOC'
THEN 'Document'
WHEN [DCL].[ClassCode] = 'E-MAIL'
THEN 'E-Mail'
WHEN [DCL].[ClassCode] = 'EVENT'
THEN 'Event'
WHEN [DCL].[ClassCode] = 'LETTER'
THEN 'Letter'
WHEN [DCL].[ClassCode] = 'MEMO'
THEN 'Memo'
WHEN [DCL].[ClassCode] = 'PAGE_ICON'
THEN 'Page Icon'
WHEN [DCL].[ClassCode] = 'TASK'
THEN 'Task'
WHEN [DCL].[ClassCode] = 'TEXT'
THEN 'Text File'
WHEN [DCL].[ClassCode] = 'WEBDOC'
THEN 'InfoLink Web Page'
ELSE ISNULL([DCL].[CLASSCODE], '') END END
END
END,
CASE WHEN @SortDirection = 'DESC' AND @SortColumn!='RowNumber' THEN
CASE @SortColumn
WHEN 'DocumentClassDescription' THEN CASE WHEN convert(VARCHAR(10), ISNULL([DA].[DocClass], '')) <> ''
THEN RTRIM(ISNULL(DCL.[CLASSDESCRIPTION], ''))
ELSE CASE WHEN [DCL].[ClassCode] = 'ATTNOTES'
THEN 'Attendance Notes'
WHEN [DCL].[ClassCode] = 'BILL'
THEN 'Bill'
WHEN [DCL].[ClassCode] = 'FAX'
THEN 'Fax'
WHEN [DCL].[ClassCode] = 'LEGAL'
THEN 'Legal'
WHEN [DCL].[ClassCode] = 'SCAN'
THEN 'Scan'
WHEN [DCL].[ClassCode] = 'COMPARE'
THEN 'Compare Document'
WHEN [DCL].[ClassCode] = 'DISCUSSION'
THEN 'Discussion'
WHEN [DCL].[ClassCode] = 'DOC'
THEN 'Document'
WHEN [DCL].[ClassCode] = 'E-MAIL'
THEN 'E-Mail'
WHEN [DCL].[ClassCode] = 'EVENT'
THEN 'Event'
WHEN [DCL].[ClassCode] = 'LETTER'
THEN 'Letter'
WHEN [DCL].[ClassCode] = 'MEMO'
THEN 'Memo'
WHEN [DCL].[ClassCode] = 'PAGE_ICON'
THEN 'Page Icon'
WHEN [DCL].[ClassCode] = 'TASK'
THEN 'Task'
WHEN [DCL].[ClassCode] = 'TEXT'
THEN 'Text File'
WHEN [DCL].[ClassCode] = 'WEBDOC'
THEN 'InfoLink Web Page'
ELSE ISNULL([DCL].[CLASSCODE], '') END END
END
END DESC,
CASE WHEN @SortDirection = 'ASC' AND @SortColumn!='RowNumber' THEN
CASE @SortColumn
WHEN 'DocumentDate' THEN convert(DATETIME, [DA].[DATEENTERED])
END
END,
CASE WHEN @SortDirection = 'DESC' AND @SortColumn!='RowNumber' THEN
CASE @SortColumn
WHEN 'DocumentDate' THEN convert(DATETIME, [DA].[DATEENTERED])
END
END DESC, [DA].[TrackReference] DESC
OFFSET @PageSize * (@PageNo - 1) ROWS
FETCH NEXT @PageSize ROWS ONLY OPTION (RECOMPILE);
--SELECT * from #DiaryTableList
INSERT
INTO @res
([ActionId],
[TrackReference],
[IMDocID],
[IMClass],
[DocClass],
[Document],
[DiaryDate],
[DocumentDate],
[EmailSent],
[TYPE],
[Attachments],
[EMAIL],
[EmailFrom],
[EmailTo],
[CurrentVersion],
[IsInDocfolder],
[IsShared],
[DocumentClassDescription],
[UniqueId],
[FilePath],
[Subject],
[ShortText],
[NAME],
[ProcessType],
[ACTIONTYPE],
[ActionTypeDescription],
[DOCUMENTSOURCE],
[TotalRecord],
[LastAccessedDate]
)
SELECT convert(INT, [DIA].[DIARYID]) AS [ActionID],
convert(INT, [DIA].[TrackReference]) AS [TrackReference],
convert(VARCHAR(500), ISNULL([DX].[IMDocID], '')) AS [IMDocID],
convert(VARCHAR(20), ISNULL([DIA].[IMClass], '')) AS [IMClass],
convert(VARCHAR(10), ISNULL([DIA].[DocClass], '')) AS [DocClass],
RTRIM(convert(VARCHAR(2000), ISNULL([DL].[Description], ISNULL([DIA].[Document], '')))) AS [Document],
convert(DATETIME, [DIA].[DATE]) As [DiaryDate],
convert(DATETIME, [DIA].[DATEENTERED]) AS [DocumentDate],
convert(DATETIME, ISNULL([DIA].[TxmDate], [DIA].[Date])) As [EMAILSENT],
convert(VARCHAR(20), UPPER(RTRIM(ISNULL([DIA].[TYPE], '')))) AS [TYPE],
--CASE WHEN [DIA].[ATTACHMENTS] = 'Y' THEN 'Y' ELSE 'N' END AS [Attachments],
(CASE WHEN ISNULL( convert(VARCHAR(1), CASE WHEN RTRIM(ISNULL([DIA].[EMAIL], 'N')) = 'Y' THEN 'Y' ELSE 'N' END), '') = 'Y'
AND convert(INT, [DIA].[TrackReference]) = [OMS].[TrackReference]
THEN (CASE WHEN [DIA].[ATTACHMENTS] = 'Y' THEN 'Y' ELSE 'N' END )
WHEN ISNULL(convert(VARCHAR(20), UPPER(RTRIM(ISNULL([DIA].[TYPE], '')))), '') = 'MSG'
AND convert(INT, [DIA].[TrackReference]) = [OMS].[TrackReference]
THEN (CASE WHEN [DIA].[ATTACHMENTS] = 'Y' THEN 'Y' ELSE 'N' END)
ELSE 'N' END) AS [Attachments],
-- convert(VARCHAR(1), CASE WHEN RTRIM(ISNULL([DIA].[EMAIL], 'N')) = 'Y' THEN 'Y' ELSE 'N' END) AS [EMAIL],
(CASE WHEN convert(VARCHAR(1), CASE WHEN RTRIM(ISNULL([DIA].[EMAIL], 'N')) = 'Y' THEN 'Y' ELSE 'N' END) = 'Y'
AND convert(INT, [DIA].[TrackReference]) = [OMS].[TrackReference]
THEN 'Y'
WHEN ISNULL(convert(VARCHAR(20), UPPER(RTRIM(ISNULL([DIA].[TYPE], '')))), '') = 'MSG'
AND convert(INT, [DIA].[TrackReference]) = [OMS].[TrackReference]
THEN 'Y'
ELSE 'N' END) AS [EMAIL],
--convert(VARCHAR(200), RTRIM(ISNULL([DIA].[EMAILADDRESS], ''))) AS [EMAILFROM],
RTRIM(ISNULL(CONVERT(VARCHAR(200), SUBSTRING(convert(VARCHAR(200), RTRIM(ISNULL([DIA].[EMAILADDRESS], ''))), 1, 200)), '')) AS [EMAILFROM],
-- RTRIM(ISNULL(CONVERT(VARCHAR(1000), [DIA].[ADDRESSTO]), '')) AS [EMAILTO],
RTRIM(ISNULL(CONVERT(VARCHAR(1000), SUBSTRING(RTRIM(ISNULL(CONVERT(VARCHAR(1000), [DIA].[ADDRESSTO]), '')), 1, 1000)), '')) AS [EMAILTO],
[DV].[CurrentVersion],
CONVERT(BIT, 1),
[SHD].[IsShared],
CASE WHEN convert(VARCHAR(10), ISNULL([DIA].[DocClass], '')) <> ''
THEN RTRIM(ISNULL(DCL.[CLASSDESCRIPTION], ''))
ELSE CASE WHEN [DCL].[ClassCode] = 'ATTNOTES'
THEN 'Attendance Notes'
WHEN [DCL].[ClassCode] = 'BILL'
THEN 'Bill'
WHEN [DCL].[ClassCode] = 'FAX'
THEN 'Fax'
WHEN [DCL].[ClassCode] = 'LEGAL'
THEN 'Legal'
WHEN [DCL].[ClassCode] = 'SCAN'
THEN 'Scan'
WHEN [DCL].[ClassCode] = 'COMPARE'
THEN 'Compare Document'
WHEN [DCL].[ClassCode] = 'DISCUSSION'
THEN 'Discussion'
WHEN [DCL].[ClassCode] = 'DOC'
THEN 'Document'
WHEN [DCL].[ClassCode] = 'E-MAIL'
THEN 'E-Mail'
WHEN [DCL].[ClassCode] = 'EVENT'
THEN 'Event'
WHEN [DCL].[ClassCode] = 'LETTER'
THEN 'Letter'
WHEN [DCL].[ClassCode] = 'MEMO'
THEN 'Memo'
WHEN [DCL].[ClassCode] = 'PAGE_ICON'
THEN 'Page Icon'
WHEN [DCL].[ClassCode] = 'TASK'
THEN 'Task'
WHEN [DCL].[ClassCode] = 'TEXT'
THEN 'Text File'
WHEN [DCL].[ClassCode] = 'WEBDOC'
THEN 'InfoLink Web Page'
ELSE ISNULL([DCL].[CLASSCODE], '') END END AS [DocumentClassDescription],
@uniqueid AS uniqueid,
CASE WHEN [UNC].[UNC] IS NULL THEN RTRIM(ISNULL([DIA].[FILEPATH], ''))
ELSE [UNC].[UNC] + SUBSTRING(RTRIM(ISNULL([DIA].[FILEPATH], '')), 3, LEN(RTRIM(ISNULL([DIA].[FILEPATH], ''))) - 2) END AS [FILEPATH],
-- [RES].[EMAILSENT],
RTRIM(ISNULL(CONVERT(VARCHAR(1000),
SUBSTRING(RTRIM(ISNULL(CONVERT(VARCHAR(2000),
[DIA].[SUBJECT]),'')),
1,
1000)),
'')) AS [SUBJECT],
RTRIM(ISNULL(CONVERT(VARCHAR(120),
SUBSTRING(RTRIM(ISNULL(CONVERT(VARCHAR(120),
[DIA].[DisplayText]),'')),
1,
120)),
'')) AS [ShortText],
RTRIM(ISNULL([DIA].[NAME], '')) AS [NAME],
RTRIM(ISNULL([DIA].[PROCESSTYPE], '')) AS [PROCESSTYPE],
RTRIM(ISNULL([DIA].[ACTIONTYPE], '')) AS [ACTIONTYPE],
CASE WHEN [DIA].[ACTIONTYPE] = 'A'
THEN 'Action'
WHEN [DIA].[ACTIONTYPE] = 'N'
THEN 'Note'
WHEN [DIA].[ACTIONTYPE] = 'P'
THEN 'Appointment'
WHEN [DIA].[ACTIONTYPE] = 'R'
THEN 'Reminder'
WHEN [DIA].[ACTIONTYPE] = 'E'
THEN 'Email'
WHEN [DIA].[ACTIONTYPE] = 'T'
THEN 'Phone Message'
WHEN [DIA].[ACTIONTYPE] = 'D'
THEN 'Dictation'
WHEN [DIA].[ACTIONTYPE] = 'U'
THEN 'Undertaking'
WHEN [DIA].[ACTIONTYPE] = 'S'
THEN 'Statute Date'
WHEN [DIA].[ACTIONTYPE] = 'C'
THEN 'Critical Date'
WHEN [DIA].[ACTIONTYPE] = 'O'
THEN 'Court Date'
WHEN [DIA].[ACTIONTYPE] = 'M'
THEN 'Scanned Post/Mail'
WHEN RTRIM(ISNULL([DIA].[ACTIONTYPE], '')) = ''
THEN CASE WHEN convert(VARCHAR(1), CASE WHEN RTRIM(ISNULL([DIA].[EMAIL], 'N')) = 'Y' THEN 'Y' ELSE 'N' END) = 'Y'
THEN 'Email'
WHEN convert(VARCHAR(500), ISNULL([DX].[IMDocID], '')) <> ''
THEN 'IManage document'
ELSE 'Unknown' END
ELSE 'Action Type: ' + [DIA].[ACTIONTYPE] END AS [ActionTypeDescription],
RTRIM(ISNULL([DIA].[SOURCE], CASE WHEN [DIA].[ACTIONID] IS NULL THEN 'IManage' ELSE '' END)) AS [DOCUMENTSOURCE]
,Count(1) over() [TotalRecord]
, isnull([DLA].AccessDate, [DIA].DATEENTERED) as LastAccessedDate
FROM #DiaryTableList [DIA]
--ON [DIA].[TrackReference] = [DDC].[TrackReference]
CROSS APPLY (SELECT ISNULL(MAX([DAV].[Version]), 0) + 1 AS [CurrentVersion]
FROM [dbo].[DiaryAttachmentVersioning] [DAV]
WHERE TRACKREFERENCE = [DIA].[TRACKREFERENCE]) [DV]
CROSS APPLY (SELECT CASE WHEN COUNT(1) = 0
THEN CONVERT(BIT, 0)
ELSE CONVERT(BIT, 1) END AS [IsShared]
FROM [dbo].[FileSharingDocuments] [FSD]
INNER JOIN [dbo].[FileSharingMapping] [FSM]
INNER JOIN [dbo].[FileSharingDocFolders] [FSDF]
ON [FSDF].[DocFolderID] = [FSM].[FileSharingDocFoldersID]
AND [FSDF].[Shared] = 1
ON [FSM].[id] = [FSD].[FileSharingMappingID]
AND [FSM].[FileSharingDocFoldersID] = @DocFolderID
WHERE [FSD].[TrackReference] = [DIA].[TrackReference]) [SHD]
LEFT OUTER JOIN [dbo].[DAIMXRef] [DX]
LEFT OUTER JOIN @IMDocTable [DL]
ON [DL].[IMDocID] = [DX].[IMDocID]
ON [DX].[TrackReference] = [DIA].[TrackReference]
LEFT OUTER JOIN [dbo].[DocumentClasses] DCL
ON convert(VARCHAR(10), ISNULL([DIA].[DocClass], '')) <> ''
AND DCL.[CLASSCODE] = CASE WHEN convert(VARCHAR(10), ISNULL([DIA].[DocClass], '')) = '' THEN convert(VARCHAR(20), ISNULL([DL].[IMClass], ''))
ELSE convert(VARCHAR(10), ISNULL([DIA].[DocClass], ''))
END
LEFT OUTER JOIN [dbo].[UNCAlias] [UNC]
ON SUBSTRING([DIA].[FilePath], 2, 1) = ':'
AND [UNC].[Drive] = SUBSTRING([DIA].[FilePath], 1, 1)
OUTER APPLY ( SELECT TOP 1
[MST].[TrackReference] AS [TrackReference],
[MST].[Type] AS [Type]
FROM #DiaryTableList [MST]
WHERE [MST].[diaryid] = [DIA].[ActionID] --AND [MST].[TrackReference] = [DA].[TrackReference]
ORDER BY CASE WHEN [MST].Type = 'MSG'
THEN 0
ELSE 1 END,
[MST].[TrackReference]) [OMS]
CROSS APPLY (SELECT ISNULL(MAX([DAA].[AccessDate]), [DIA].[DATEENTERED]) AS [AccessDate]
FROM [dbo].[DiaryAttachmentAccess] [DAA]
WHERE [DAA].[TrackReference] = [DIA].[TRACKREFERENCE] AND
[DAA].[Comment] = 'Updated') DLA
END
ELSE
BEGIN
SELECT @TOTALRECORDS = COUNT(1)
FROM dbo.[diary] [DIA]
INNER JOIN dbo.[DiaryAttachments] [DA] ON [DA].[DiaryID] = [DIA].[ACTIONID]
AND [DA].[CASECODE] = [DIA].[CASECODE]
WHERE [DIA].[ACTIONID] = @ActionID
AND
(
CASE WHEN @SearchText = '' THEN 1
WHEN
([DA].FILEPATH LIKE '%' + @SearchText + '%')
OR
([DA].[DATEENTERED] LIKE '%' + @SearchText + '%')
OR
([DA].[TYPE] LIKE '%' + @SearchText + '%')
OR
([DA].[DocClass] LIKE '%' + @SearchText + '%')
THEN 1
ELSE 0
END = 1
)
AND
(
ISNULL(@FileType, '') = ''
OR ([DA].[TYPE] IN (select FileType from @FileTypeList ))
)
SELECT
[DIA].[CASECODE],[DIA].[ACTIONID],[DIA].[DATE],[DIA].[TxmDate], [DIA].[EMAIL],[DIA].[ATTACHMENTS],[DIA].[EMAILADDRESS],[DIA].[ADDRESSTO],[DIA].[SUBJECT],[DIA].[DisplayText],
[DIA].[PROCESSTYPE],[DIA].[ACTIONTYPE],
[DA].[DIARYID],[DA].[TrackReference],[DA].[DocClass],[DA].[DATEENTERED],[DA].[TYPE],
[DA].[FILEPATH],[DA].[NAME],[DA].[SOURCE],
convert(VARCHAR(500), ISNULL([DX].[IMDocID], '')) AS [IMDocID],
convert(VARCHAR(20), ISNULL([DL].[IMClass], '')) AS [IMClass],
RTRIM(convert(VARCHAR(2000), ISNULL([DL].[Description], ISNULL([DA].[Document], '')))) AS [Document],
CASE WHEN [DIA].[ACTIONTYPE] = 'A'
THEN 'Action'
WHEN [DIA].[ACTIONTYPE] = 'N'
THEN 'Note'
WHEN [DIA].[ACTIONTYPE] = 'P'
THEN 'Appointment'
WHEN [DIA].[ACTIONTYPE] = 'R'
THEN 'Reminder'
WHEN [DIA].[ACTIONTYPE] = 'E'
THEN 'Email'
WHEN [DIA].[ACTIONTYPE] = 'T'
THEN 'Phone Message'
WHEN [DIA].[ACTIONTYPE] = 'D'
THEN 'Dictation'
WHEN [DIA].[ACTIONTYPE] = 'U'
THEN 'Undertaking'
WHEN [DIA].[ACTIONTYPE] = 'S'
THEN 'Statute Date'
WHEN [DIA].[ACTIONTYPE] = 'C'
THEN 'Critical Date'
WHEN [DIA].[ACTIONTYPE] = 'O'
THEN 'Court Date'
WHEN [DIA].[ACTIONTYPE] = 'M'
THEN 'Scanned Post/Mail'
WHEN RTRIM(ISNULL([DIA].[ACTIONTYPE], '')) = ''
THEN CASE WHEN convert(VARCHAR(1), CASE WHEN RTRIM(ISNULL([DIA].[EMAIL], 'N')) = 'Y' THEN 'Y' ELSE 'N' END) = 'Y'
THEN 'Email'
WHEN convert(VARCHAR(500), ISNULL([DX].[IMDocID], '')) <> ''
THEN 'IManage document'
ELSE 'Unknown' END
ELSE 'Action Type: ' + [DIA].[ACTIONTYPE] END AS [ActionTypeDescription],
CASE WHEN convert(VARCHAR(10), ISNULL([DA].[DocClass], '')) <> ''
THEN RTRIM(ISNULL(DCL.[CLASSDESCRIPTION], ''))
ELSE CASE WHEN [DCL].[ClassCode] = 'ATTNOTES'
THEN 'Attendance Notes'
WHEN [DCL].[ClassCode] = 'BILL'
THEN 'Bill'
WHEN [DCL].[ClassCode] = 'FAX'
THEN 'Fax'
WHEN [DCL].[ClassCode] = 'LEGAL'
THEN 'Legal'
WHEN [DCL].[ClassCode] = 'SCAN'
THEN 'Scan'
WHEN [DCL].[ClassCode] = 'COMPARE'
THEN 'Compare Document'
WHEN [DCL].[ClassCode] = 'DISCUSSION'
THEN 'Discussion'
WHEN [DCL].[ClassCode] = 'DOC'
THEN 'Document'
WHEN [DCL].[ClassCode] = 'E-MAIL'
THEN 'E-Mail'
WHEN [DCL].[ClassCode] = 'EVENT'
THEN 'Event'
WHEN [DCL].[ClassCode] = 'LETTER'
THEN 'Letter'
WHEN [DCL].[ClassCode] = 'MEMO'
THEN 'Memo'
WHEN [DCL].[ClassCode] = 'PAGE_ICON'
THEN 'Page Icon'
WHEN [DCL].[ClassCode] = 'TASK'
THEN 'Task'
WHEN [DCL].[ClassCode] = 'TEXT'
THEN 'Text File'
WHEN [DCL].[ClassCode] = 'WEBDOC'
THEN 'InfoLink Web Page'
ELSE ISNULL([DCL].[CLASSCODE], '') END END AS [DocumentClassDescription]
--,Count(1) Over() as TotalRowsCount
INTO #DiaryTable
FROM dbo.[diary] [DIA]
INNER JOIN dbo.[DiaryAttachments] [DA] ON [DA].[DiaryID] = [DIA].[ACTIONID]
AND [DIA].CASECODE = [DA].CASECODE
LEFT OUTER JOIN [dbo].[DAIMXRef] [DX] ON [DX].[TrackReference] = [DA].[TrackReference]
LEFT OUTER JOIN @IMDocTable [DL]
ON [DL].[IMDocID] = [DX].[IMDocID]
LEFT OUTER JOIN [dbo].[DocumentClasses] DCL
ON convert(VARCHAR(10), ISNULL([DA].[DocClass], '')) <> ''
AND DCL.[CLASSCODE] = CASE WHEN convert(VARCHAR(10), ISNULL([DA].[DocClass], '')) = '' THEN convert(VARCHAR(20), ISNULL([DL].[IMClass], ''))
ELSE convert(VARCHAR(10), ISNULL([DA].[DocClass], ''))
END
WHERE [DIA].[ACTIONID] = @ActionID AND
(
CASE WHEN @SearchText = '' THEN 1
WHEN
([DA].FILEPATH LIKE '%' + @SearchText + '%')
OR
([DA].[DATEENTERED] LIKE '%' + @SearchText + '%')
OR
([DA].[TYPE] LIKE '%' + @SearchText + '%')
OR
([DA].[DocClass] LIKE '%' + @SearchText + '%')
THEN 1
ELSE 0
END = 1
)
AND
(
ISNULL(@FileType, '') = ''
OR ([DA].[TYPE] IN (select FileType from @FileTypeList ))
)
ORDER BY
CASE WHEN @SortDirection = 'ASC' AND @SortColumn!='RowNumber' THEN
CASE @SortColumn
WHEN 'Type' THEN convert(VARCHAR(20), UPPER(RTRIM(ISNULL([DA].[TYPE], ''))))
END
END,
CASE WHEN @SortDirection = 'DESC' AND @SortColumn!='RowNumber' THEN
CASE @SortColumn
WHEN 'Type' THEN convert(VARCHAR(20), UPPER(RTRIM(ISNULL([DA].[TYPE], ''))))
END
END DESC,
CASE WHEN @SortDirection = 'ASC' AND @SortColumn!='RowNumber' THEN
CASE @SortColumn
WHEN 'Document' THEN RTRIM(convert(VARCHAR(2000), ISNULL([DL].[Description], ISNULL([DA].[Document], ''))))
END
END,
CASE WHEN @SortDirection = 'DESC' AND @SortColumn!='RowNumber' THEN
CASE @SortColumn
WHEN 'Document' THEN RTRIM(convert(VARCHAR(2000), ISNULL([DL].[Description], ISNULL([DA].[Document], ''))))
END
END DESC,
CASE WHEN @SortDirection = 'ASC' AND @SortColumn!='RowNumber' THEN
CASE @SortColumn
WHEN 'DocumentClassDescription' THEN CASE WHEN convert(VARCHAR(10), ISNULL([DA].[DocClass], '')) <> ''
THEN RTRIM(ISNULL(DCL.[CLASSDESCRIPTION], ''))
ELSE CASE WHEN [DCL].[ClassCode] = 'ATTNOTES'
THEN 'Attendance Notes'
WHEN [DCL].[ClassCode] = 'BILL'
THEN 'Bill'
WHEN [DCL].[ClassCode] = 'FAX'
THEN 'Fax'
WHEN [DCL].[ClassCode] = 'LEGAL'
THEN 'Legal'
WHEN [DCL].[ClassCode] = 'SCAN'
THEN 'Scan'
WHEN [DCL].[ClassCode] = 'COMPARE'
THEN 'Compare Document'
WHEN [DCL].[ClassCode] = 'DISCUSSION'
THEN 'Discussion'
WHEN [DCL].[ClassCode] = 'DOC'
THEN 'Document'
WHEN [DCL].[ClassCode] = 'E-MAIL'
THEN 'E-Mail'
WHEN [DCL].[ClassCode] = 'EVENT'
THEN 'Event'
WHEN [DCL].[ClassCode] = 'LETTER'
THEN 'Letter'
WHEN [DCL].[ClassCode] = 'MEMO'
THEN 'Memo'
WHEN [DCL].[ClassCode] = 'PAGE_ICON'
THEN 'Page Icon'
WHEN [DCL].[ClassCode] = 'TASK'
THEN 'Task'
WHEN [DCL].[ClassCode] = 'TEXT'
THEN 'Text File'
WHEN [DCL].[ClassCode] = 'WEBDOC'
THEN 'InfoLink Web Page'
ELSE ISNULL([DCL].[CLASSCODE], '') END END
END
END,
CASE WHEN @SortDirection = 'DESC' AND @SortColumn!='RowNumber' THEN
CASE @SortColumn
WHEN 'DocumentClassDescription' THEN CASE WHEN convert(VARCHAR(10), ISNULL([DA].[DocClass], '')) <> ''
THEN RTRIM(ISNULL(DCL.[CLASSDESCRIPTION], ''))
ELSE CASE WHEN [DCL].[ClassCode] = 'ATTNOTES'
THEN 'Attendance Notes'
WHEN [DCL].[ClassCode] = 'BILL'
THEN 'Bill'
WHEN [DCL].[ClassCode] = 'FAX'
THEN 'Fax'
WHEN [DCL].[ClassCode] = 'LEGAL'
THEN 'Legal'
WHEN [DCL].[ClassCode] = 'SCAN'
THEN 'Scan'
WHEN [DCL].[ClassCode] = 'COMPARE'
THEN 'Compare Document'
WHEN [DCL].[ClassCode] = 'DISCUSSION'
THEN 'Discussion'
WHEN [DCL].[ClassCode] = 'DOC'
THEN 'Document'
WHEN [DCL].[ClassCode] = 'E-MAIL'
THEN 'E-Mail'
WHEN [DCL].[ClassCode] = 'EVENT'
THEN 'Event'
WHEN [DCL].[ClassCode] = 'LETTER'
THEN 'Letter'
WHEN [DCL].[ClassCode] = 'MEMO'
THEN 'Memo'
WHEN [DCL].[ClassCode] = 'PAGE_ICON'
THEN 'Page Icon'
WHEN [DCL].[ClassCode] = 'TASK'
THEN 'Task'
WHEN [DCL].[ClassCode] = 'TEXT'
THEN 'Text File'
WHEN [DCL].[ClassCode] = 'WEBDOC'
THEN 'InfoLink Web Page'
ELSE ISNULL([DCL].[CLASSCODE], '') END END
END
END DESC,
CASE WHEN @SortDirection = 'ASC' AND @SortColumn!='RowNumber' THEN
CASE @SortColumn
WHEN 'DocumentDate' THEN convert(DATETIME, [DA].[DATEENTERED])
END
END,
CASE WHEN @SortDirection = 'DESC' AND @SortColumn!='RowNumber' THEN
CASE @SortColumn
WHEN 'DocumentDate' THEN convert(DATETIME, [DA].[DATEENTERED])
END
END DESC, [DA].[TrackReference] DESC
OFFSET @PageSize * (@PageNo - 1) ROWS
FETCH NEXT @PageSize ROWS ONLY OPTION (RECOMPILE);
--SELECT * from #DiaryTable
--select * from @IMDocTable
INSERT
INTO @res
([ActionId],
[TrackReference],
[IMDocID],
[IMClass],
[DocClass],
[Document],
[DiaryDate],
[DocumentDate],
[EmailSent],
[TYPE],
[Attachments],
[EMAIL],
[EmailFrom],
[EmailTo],
[CurrentVersion],
[IsInDocFolder],
[IsShared],
[DocumentClassDescription],
[UniqueId],
[FilePath],
[Subject],
[ShortText],
[NAME],
[ProcessType],
[ACTIONTYPE],
[ActionTypeDescription],
[DOCUMENTSOURCE]
,[TotalRecord]
,[LastAccessedDate]
)
SELECT convert(INT, [DIA].[DIARYID]) AS [ActionID],
convert(INT, [DIA].[TrackReference]) AS [TrackReference],
convert(VARCHAR(500), ISNULL([DX].[IMDocID], '')) AS [IMDocID],
convert(VARCHAR(20), ISNULL([DL].[IMClass], '')) AS [IMClass],
convert(VARCHAR(10), ISNULL([DIA].[DocClass], '')) AS [DocClass],
RTRIM(convert(VARCHAR(2000), ISNULL([DL].[Description], ISNULL([DIA].[Document], '')))) AS [Document],
convert(DATETIME, [DIA].[DATE]) As [DiaryDate],
convert(DATETIME, ISNULL([DLA].AccessDate, [DIA].[DATEENTERED])) AS [DocumentDate],
convert(DATETIME, ISNULL([DIA].[TxmDate], [DIA].[Date])) As [EMAILSENT],
convert(VARCHAR(20), UPPER(RTRIM(ISNULL([DIA].[TYPE], '')))) AS [TYPE],
-- CASE WHEN [DIA].[ATTACHMENTS] = 'Y' THEN 'Y' ELSE 'N' END AS [Attachments],
(CASE WHEN ISNULL( convert(VARCHAR(1), CASE WHEN RTRIM(ISNULL([DIA].[EMAIL], 'N')) = 'Y' THEN 'Y' ELSE 'N' END), '') = 'Y'
AND convert(INT, [DIA].[TrackReference]) = [OMS].[TrackReference]
THEN (CASE WHEN [DIA].[ATTACHMENTS] = 'Y' THEN 'Y' ELSE 'N' END )
WHEN ISNULL(convert(VARCHAR(20), UPPER(RTRIM(ISNULL([DIA].[TYPE], '')))), '') = 'MSG'
AND convert(INT, [DIA].[TrackReference]) = [OMS].[TrackReference]
THEN (CASE WHEN [DIA].[ATTACHMENTS] = 'Y' THEN 'Y' ELSE 'N' END)
ELSE 'N' END) AS [Attachments],
--convert(VARCHAR(1), CASE WHEN RTRIM(ISNULL([DIA].[EMAIL], 'N')) = 'Y' THEN 'Y' ELSE 'N' END) AS [EMAIL],
(CASE WHEN convert(VARCHAR(1), CASE WHEN RTRIM(ISNULL([DIA].[EMAIL], 'N')) = 'Y' THEN 'Y' ELSE 'N' END) = 'Y'
AND convert(INT, [DIA].[TrackReference]) = [OMS].[TrackReference]
THEN 'Y'
WHEN ISNULL(convert(VARCHAR(20), UPPER(RTRIM(ISNULL([DIA].[TYPE], '')))), '') = 'MSG'
AND convert(INT, [DIA].[TrackReference]) = [OMS].[TrackReference]
THEN 'Y'
ELSE 'N' END) AS [EMAIL],
-- convert(VARCHAR(200), RTRIM(ISNULL([DIA].[EMAILADDRESS], ''))) AS [EMAILFROM],
RTRIM(ISNULL(CONVERT(VARCHAR(200), SUBSTRING(convert(VARCHAR(200), RTRIM(ISNULL([DIA].[EMAILADDRESS], ''))), 1, 200)), '')) AS [EMAILFROM],
--RTRIM(ISNULL(CONVERT(VARCHAR(1000), [DIA].[ADDRESSTO]), '')) AS [EMAILTO],
RTRIM(ISNULL(CONVERT(VARCHAR(1000), SUBSTRING(RTRIM(ISNULL(CONVERT(VARCHAR(1000), [DIA].[ADDRESSTO]), '')), 1, 1000)), '')) AS [EMAILTO],
[DV].[CurrentVersion],
[IND].[InDocFolder],
[SHD].[IsShared],
CASE WHEN convert(VARCHAR(10), ISNULL([DIA].[DocClass], '')) <> ''
THEN RTRIM(ISNULL(DCL.[CLASSDESCRIPTION], ''))
ELSE CASE WHEN [DCL].[ClassCode] = 'ATTNOTES'
THEN 'Attendance Notes'
WHEN [DCL].[ClassCode] = 'BILL'
THEN 'Bill'
WHEN [DCL].[ClassCode] = 'FAX'
THEN 'Fax'
WHEN [DCL].[ClassCode] = 'LEGAL'
THEN 'Legal'
WHEN [DCL].[ClassCode] = 'SCAN'
THEN 'Scan'
WHEN [DCL].[ClassCode] = 'COMPARE'
THEN 'Compare Document'
WHEN [DCL].[ClassCode] = 'DISCUSSION'
THEN 'Discussion'
WHEN [DCL].[ClassCode] = 'DOC'
THEN 'Document'
WHEN [DCL].[ClassCode] = 'E-MAIL'
THEN 'E-Mail'
WHEN [DCL].[ClassCode] = 'EVENT'
THEN 'Event'
WHEN [DCL].[ClassCode] = 'LETTER'
THEN 'Letter'
WHEN [DCL].[ClassCode] = 'MEMO'
THEN 'Memo'
WHEN [DCL].[ClassCode] = 'PAGE_ICON'
THEN 'Page Icon'
WHEN [DCL].[ClassCode] = 'TASK'
THEN 'Task'
WHEN [DCL].[ClassCode] = 'TEXT'
THEN 'Text File'
WHEN [DCL].[ClassCode] = 'WEBDOC'
THEN 'InfoLink Web Page'
ELSE ISNULL([DCL].[CLASSCODE], '') END END AS [DocumentClassDescription],
@uniqueid As uniqueid,
CASE WHEN [UNC].[UNC] IS NULL THEN RTRIM(ISNULL([DIA].[FILEPATH], ''))
ELSE [UNC].[UNC] + SUBSTRING(RTRIM(ISNULL([DIA].[FILEPATH], '')), 3, LEN(RTRIM(ISNULL([DIA].[FILEPATH], ''))) - 2) END AS [FILEPATH],
-- [RES].[EMAILSENT],
RTRIM(ISNULL(CONVERT(VARCHAR(1000),
SUBSTRING(RTRIM(ISNULL(CONVERT(VARCHAR(2000),
[DIA].[SUBJECT]),'')),
1,
1000)),
'')) AS [SUBJECT],
RTRIM(ISNULL(CONVERT(VARCHAR(120),
SUBSTRING(RTRIM(ISNULL(CONVERT(VARCHAR(120),
[DIA].[DisplayText]),'')),
1,
120)),
'')) AS [ShortText],
RTRIM(ISNULL([DIA].[NAME], '')) AS [NAME],
RTRIM(ISNULL([DIA].[PROCESSTYPE], '')) AS [PROCESSTYPE],
RTRIM(ISNULL([DIA].[ACTIONTYPE], '')) AS [ACTIONTYPE],
CASE WHEN [DIA].[ACTIONTYPE] = 'A'
THEN 'Action'
WHEN [DIA].[ACTIONTYPE] = 'N'
THEN 'Note'
WHEN [DIA].[ACTIONTYPE] = 'P'
THEN 'Appointment'
WHEN [DIA].[ACTIONTYPE] = 'R'
THEN 'Reminder'
WHEN [DIA].[ACTIONTYPE] = 'E'
THEN 'Email'
WHEN [DIA].[ACTIONTYPE] = 'T'
THEN 'Phone Message'
WHEN [DIA].[ACTIONTYPE] = 'D'
THEN 'Dictation'
WHEN [DIA].[ACTIONTYPE] = 'U'
THEN 'Undertaking'
WHEN [DIA].[ACTIONTYPE] = 'S'
THEN 'Statute Date'
WHEN [DIA].[ACTIONTYPE] = 'C'
THEN 'Critical Date'
WHEN [DIA].[ACTIONTYPE] = 'O'
THEN 'Court Date'
WHEN [DIA].[ACTIONTYPE] = 'M'
THEN 'Scanned Post/Mail'
WHEN RTRIM(ISNULL([DIA].[ACTIONTYPE], '')) = ''
THEN CASE WHEN convert(VARCHAR(1), CASE WHEN RTRIM(ISNULL([DIA].[EMAIL], 'N')) = 'Y' THEN 'Y' ELSE 'N' END) = 'Y'
THEN 'Email'
WHEN convert(VARCHAR(500), ISNULL([DX].[IMDocID], '')) <> ''
THEN 'IManage document'
ELSE 'Unknown' END
ELSE 'Action Type: ' + [DIA].[ACTIONTYPE] END AS [ActionTypeDescription],
RTRIM(ISNULL([DIA].[SOURCE], CASE WHEN [DIA].[ACTIONID] IS NULL THEN 'IManage' ELSE '' END)) AS [DOCUMENTSOURCE]
,Count(1) over() [TotalRecord],
isnull([DLA].AccessDate, [DIA].DATEENTERED) as LastAccessedDate
FROM #DiaryTable [DIA]
CROSS APPLY (SELECT CASE WHEN COUNT(1) = 0
THEN CONVERT(BIT, 0)
ELSE CONVERT(BIT, 1) END AS [InDocFolder]
FROM [dbo].[DocFolderDocuments] [DFD]
WHERE [DFD].[TrackReference] = [DIA].[TrackReference]) [IND]
CROSS APPLY (SELECT CASE WHEN COUNT(1) = 0
THEN CONVERT(BIT, 0)
ELSE CONVERT(BIT, 1) END AS [IsShared]
FROM [dbo].[FileSharingDocuments] [FSD]
INNER JOIN [dbo].[FileSharingMapping] [FSM]
INNER JOIN [dbo].[FileSharingDocFolders] [FSDF]
ON [FSDF].[DocFolderID] = [FSM].[FileSharingDocFoldersID]
AND [FSDF].[Shared] = 1
ON [FSM].[id] = [FSD].[FileSharingMappingID]
WHERE [FSD].[TrackReference] = [DIA].[TrackReference]) [SHD]
CROSS APPLY (SELECT ISNULL(MAX([DAV].[Version]), 0) + 1 AS [CurrentVersion]
FROM [dbo].[DiaryAttachmentVersioning] [DAV]
WHERE TRACKREFERENCE = [DIA].[TRACKREFERENCE]) [DV]
LEFT OUTER JOIN [dbo].[DAIMXRef] [DX]
LEFT OUTER JOIN @IMDocTable [DL]
ON [DL].[IMDocID] = [DX].[IMDocID]
ON [DX].[TrackReference] = [DIA].[TrackReference]
LEFT OUTER JOIN [dbo].[DocumentClasses] DCL
ON convert(VARCHAR(10), ISNULL([DIA].[DocClass], '')) <> ''
AND DCL.[CLASSCODE] = CASE WHEN convert(VARCHAR(10), ISNULL([DIA].[DocClass], '')) = '' THEN convert(VARCHAR(20), ISNULL([DL].[IMClass], ''))
ELSE convert(VARCHAR(10), ISNULL([DIA].[DocClass], ''))
END
LEFT OUTER JOIN [dbo].[UNCAlias] [UNC]
ON SUBSTRING([DIA].[FilePath], 2, 1) = ':'
AND [UNC].[Drive] = SUBSTRING([DIA].[FilePath], 1, 1)
CROSS APPLY (SELECT ISNULL(MAX([DAA].[AccessDate]), [DIA].[DATEENTERED]) AS [AccessDate]
FROM [dbo].[DiaryAttachmentAccess] [DAA]
WHERE [DAA].[TrackReference] = [DIA].[TRACKREFERENCE] AND
[DAA].[Comment] = 'Updated') DLA
OUTER APPLY ( SELECT TOP 1
[MST].[TrackReference] AS [TrackReference],
[MST].[Type] AS [Type]
FROM #DiaryTable [MST]
WHERE [MST].[diaryid] = [DIA].[ActionID] --AND [MST].[TrackReference] = [DA].[TrackReference]
ORDER BY CASE WHEN [MST].Type = 'MSG'
THEN 0
ELSE 1 END,
[MST].[TrackReference]) [OMS]
END
SELECT
[id],
CONVERT(VARCHAR(15),dbo.KEYHM_FNConvertUTCDateToTargetTimeZone([DiaryDate], @LoggedInHandler), 23) AS [DATE],
[ACTIONID],
CONVERT(VARCHAR(15), dbo.KEYHM_FNConvertUTCDateToTargetTimeZone([DocumentDate], @LoggedInHandler), 23) AS [DocumentDate],
[IMDocID],
[IMClass],
[DocumentClassDescription],
[DocClass],
[Document],
[TRACKREFERENCE],
[TYPE],
[Attachments],
[EMAIL],
[EMAILFROM] AS [EMAILADDRESS],
[EMAILTO] AS [ADDRESSTO],
[EMAILSENT],
[SUBJECT],
[ShortText],
[NAME],
[FILEPATH],
[PROCESSTYPE],
[ACTIONTYPE],
[ActionTypeDescription],
[DOCUMENTSOURCE],
[CurrentVersion],
[IsInDocFolder],
[IsShared],
[UniqueId],
[LastAccessedDate]
from @res
ORDER BY TrackReference DESC
SELECT @TOTALRECORDS AS TotalRecord
IF ISNULL(@DocFolderID, 0) <> 0
BEGIN
SELECT * FROM [dbo].[KEYHM_FN_GetDocFolders](@matter, @DocFolderID, 1, 1) WHERE parent <> -1
END
ELSE
BEGIN
SELECT TOP 0
CONVERT(INT, 0) AS [seq],
CONVERT(INT, 0) AS [id],
CONVERT(INT, 0) AS [parent],
CONVERT(VARCHAR(500), '') AS [foldername],
CONVERT(INT, 0) AS [foldericon],
CONVERT(VARBINARY(MAX), NULL) AS [folderimage],
CONVERT(BIT, 0) AS [foldershared],
CONVERT(BIT, 0) AS [folderisours],
CONVERT(INT, 0) AS [documentcount]
END
END
GO
IF OBJECT_ID(N'KEYHM_GetDocumentVersion',N'P')IS NOT NULL
DROP PROCEDURE KEYHM_GetDocumentVersion
GO
CREATE PROCEDURE
[dbo].[KEYHM_GetDocumentVersion]
(@TrackReference INT,
@IMDocID VARCHAR(500))
AS
/***********************************************************************************************
* *
* Gets the list of previous versions of a particular document and a comment to indicate *
* why the next version of that document was created. *
* *
* While it is easiest to create the records that way - A document with only ONE version *
* will only contain a record in DiaryAttachments and nothing in the DiaryAttachmentVersions *
* table - the end user would expect to see the reason for the creation of Version 2 displayed *
* next to Version 2, not Version 1, so in this SP all comments are shifted by one *
* version number. *
* *
* Modification History: *
* 2022-06-02 Vignesh M Created *
***********************************************************************************************/
BEGIN
DECLARE @CurVer INT
DECLARE @DAV TABLE
([id] int identity(1, 1),
[DAVID] int,
[TrackReference] int,
[IMDocID] VARCHAR(500),
[Version] int,
[FilePath] VARCHAR(255),
[ShortComments] VARCHAR(200),
[Comments] VARCHAR(MAX),
[Timestamp] datetime,
[Handler] VARCHAR(10),
[HandlerName] VARCHAR(100),
[UniqueId] INT)
SET @IMDocID = ISNULL(@IMDocID, '')
SET @TrackReference = ISNULL(@Trackreference, 0)
IF (@IMDocID <> '')
BEGIN
SELECT @CurVer = ISNULL(MAX(DAV.[Version]), 0)
FROM [dbo].[DiaryAttachmentVersioning] DAV
WHERE DAV.[TrackReference] = 0
AND DAV.[IMDocID] = @IMDocID
END
ELSE
BEGIN
SELECT @CurVer = ISNULL(MAX(DAV.[Version]), 0)
FROM [dbo].[DiaryAttachmentVersioning] DAV
WHERE DAV.[TrackReference] = @TrackReference
AND DAV.[TrackReference] <> 0
END
INSERT
INTO @DAV
([DAVID],
[TrackReference],
[IMDocID],
[Version],
[FilePath],
[ShortComments],
[Comments],
[Timestamp],
[Handler],
[HandlerName],
[UniqueId])
SELECT 0 AS [DAVID],
DAT.[TRACKREFERENCE],
'' AS [IMDocID],
@CurVer + 1 AS [Version],
CASE WHEN UNC.[UNC] IS NULL THEN RTRIM(ISNULL(DAT.[FILEPATH], ''))
ELSE UNC.[UNC] + SUBSTRING(RTRIM(ISNULL(DAT.[FILEPATH], '')), 3, LEN(RTRIM(ISNULL(DAT.[FILEPATH], ''))) - 2) END AS [FILEPATH],
[dbo].[KEYHM_FN_RemoveSpuriousWhitespace](DAV.[Comments], 200) AS [ShortComments],
DAV.[Comments] AS [Comments],
DAT.[DATEENTERED] AS [Timestamp],
RTRIM(ISNULL(HAN.[CODE], RTRIM(ISNULL(HAN2.[CODE], RTRIM(ISNULL(HAN3.[CODE], '')))))) AS [Handler],
RTRIM(ISNULL(HAN.[NAME],
RTRIM(ISNULL(HAN2.[NAME],
RTRIM(ISNULL(HAN3.[NAME],
CASE WHEN RTRIM(ISNULL(DAT.[ENTEREDBY], '')) = ''
THEN ''
ELSE UPPER(SUBSTRING(RTRIM(ISNULL(DAT.[ENTEREDBY], '')), 1, 1)) END +
CASE WHEN LEN(RTRIM(ISNULL(DAT.[ENTEREDBY], ''))) < 2
THEN ''
ELSE LOWER(SUBSTRING(RTRIM(ISNULL(DAT.[ENTEREDBY], '')), 2, LEN(RTRIM(ISNULL(DAT.[ENTEREDBY], ''))) - 1)) END )))))) AS [HandlerName],
[MAT].[uniqueid] AS [UniqueId]
FROM [dbo].[DiaryAttachments] DAT
INNER JOIN [dbo].[diary] DIA
ON DIA.[ActionID] = DAT.[DiaryID]
LEFT OUTER JOIN [matters] [MAT]
ON [MAT].[Code] = [DIA].[CASECODE]
LEFT OUTER JOIN [dbo].[UNCAlias] UNC
ON SUBSTRING(DAT.[FilePath], 2, 1) = ':'
AND UNC.[Drive] = SUBSTRING(DAT.[FilePath], 1, 1)
LEFT OUTER JOIN [dbo].[Handlers] HAN
ON HAN.[CODE] = DAT.[ENTEREDBY]
LEFT OUTER JOIN [dbo].[Handlers] HAN2
ON HAN2.[LOGON] = DAT.[ENTEREDBY]
LEFT OUTER JOIN [dbo].[Handlers] HAN3
ON HAN3.[CODE] = DIA.[FNCODE]
LEFT OUTER JOIN [dbo].[DiaryAttachmentVersioning] DAV
ON DAV.[TrackReference] = @TrackReference
AND DAV.[IMDocID] = @IMDocID
AND DAV.[Version] = @CurVer
WHERE DAT.[TRACKREFERENCE] = @TrackReference
AND DAT.[TRACKREFERENCE] <> 0
IF (@IMDocID <> '')
BEGIN
INSERT
INTO @DAV
([DAVID],
[TrackReference],
[IMDocID],
[Version],
[FilePath],
[ShortComments],
[Comments],
[Timestamp],
[Handler],
[HandlerName],
[UniqueId])
SELECT DAV.[id],
DAV.[TrackReference],
DAV.[IMDOCID],
DAV.[Version],
DAV.[FilePath],
[dbo].[KEYHM_FN_RemoveSpuriousWhitespace](RTRIM(ISNULL(DAV2.[Comments], '')), 200) AS [ShortComments],
RTRIM(ISNULL(DAV2.[Comments], '')),
DAV.[Timestamp],
DAV.[Handler],
RTRIM(ISNULL(HAN.[NAME], '')) AS [HandlerName],
[MAT].[uniqueid] AS [UniqueId]
FROM [dbo].[DiaryAttachmentVersioning] DAV
LEFT OUTER JOIN [dbo].[DiaryAttachments] [DIAATTC]
ON [DAV].[TrackReference] = [DIAATTC].[TrackReference]
LEFT OUTER JOIN [Matters] [MAT]
ON [MAT].[Code] = [DIAATTC].[CASECODE]
LEFT OUTER JOIN [dbo].[Handlers] HAN
ON HAN.[CODE] = DAV.[Handler]
LEFT OUTER JOIN [dbo].[DiaryAttachmentVersioning] DAV2
ON DAV2.[TrackReference] = DAV.[TrackReference]
AND DAV2.[IMDocID] = DAV.[IMDocID]
AND DAV2.[Version] = DAV.[Version] - 1
WHERE DAV.[TrackReference] = 0
AND DAV.[IMDocID] = @IMDocID
ORDER BY DAV.[Version] DESC
END
ELSE
BEGIN
INSERT
INTO @DAV
([DAVID],
[TrackReference],
[IMDocID],
[Version],
[FilePath],
[ShortComments],
[Comments],
[Timestamp],
[Handler],
[HandlerName],
[UniqueId])
SELECT DAV.[id],
DAV.[TrackReference],
DAV.[IMDOCID],
DAV.[Version],
DAV.[FilePath],
[dbo].[KEYHM_FN_RemoveSpuriousWhitespace](RTRIM(ISNULL(DAV2.[Comments], '')), 200) AS [ShortComments],
RTRIM(ISNULL(DAV2.[Comments], '')),
DAV.[Timestamp],
DAV.[Handler],
RTRIM(ISNULL(HAN.[NAME], '')) AS [HandlerName],
[MAT].[uniqueid] AS [UniqueId]
FROM [dbo].[DiaryAttachmentVersioning] DAV
LEFT OUTER JOIN [dbo].[Handlers] HAN
ON HAN.[CODE] = DAV.[Handler]
LEFT OUTER JOIN [dbo].[DiaryAttachments] [DIAATTC]
ON [DAV].[TrackReference] = [DIAATTC].[TrackReference]
LEFT OUTER JOIN [Matters] [MAT]
ON [MAT].[Code] = [DIAATTC].[CASECODE]
LEFT OUTER JOIN [dbo].[DiaryAttachmentVersioning] DAV2
ON DAV2.[TrackReference] = DAV.[TrackReference]
AND DAV2.[IMDocID] = DAV.[IMDocID]
AND DAV2.[Version] = DAV.[Version] - 1
WHERE DAV.[TrackReference] = @TrackReference
AND DAV.[TrackReference] <> 0
ORDER BY DAV.[Version] DESC
END
SELECT
[DAVID] AS [DocVersionId],
[TrackReference],
[IMDocID],
[Version],
[FilePath],
[ShortComments],
[Comments],
[TimeStamp],
[Handler],
[HandlerName],
[UniqueId]
FROM
@DAV
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_GetDormantMatters'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_GetDormantMatters]
END
GO
CREATE PROCEDURE [dbo].[KEYHM_GetDormantMatters] (
@FECODE VARCHAR(20))
AS
/*******************************************************************************************************
* Gets a list of dormant matters. Return value is set to the number of matters. *
* *
* Stored Procedure Name : [dbo].[KEYHM_GetDormantMatters] *
* Copied from : [dbo].[ky_NETGetDormantMatters] *
* *
* Modification History : *
* 2019-04-16 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
DECLARE @SQL NVARCHAR(MAX)
SET @SQL = N'
DECLARE @LastActionMonth INT
DECLARE @GETDATE DATETIME
SELECT @LastActionMonth = [KeyValue]
FROM [dbo].[Settings]
WHERE [KeyName] = ''LastActionMonth''
SET @LastActionMonth = ISNULL(@LastActionMonth, 6)
SET @GETDATE = GETDATE()
SELECT MAT.[Code],
MAX(ISNULL(LST.[Date], MAT.[Started])) AS [LastActivity]
FROM [dbo].[matters] AS MAT
LEFT OUTER JOIN (SELECT TIE.[Matter],
MAX(TIE.[DATE]) AS [Date]
FROM [dbo].[TimeEntry] AS TIE
GROUP BY TIE.[Matter]
UNION
SELECT DIA.[CASECODE],
MAX(DIA.[DATE])
FROM [dbo].[diary] AS DIA
GROUP BY DIA.[CASECODE]
UNION
SELECT UND.[MATTER],
MAX(CASE WHEN UND.[DISCHARGEDATE] > UND.[UNDDATE]
AND UND.[DISCHARGEDATE] > UND.[DATE]
THEN UND.[DISCHARGEDATE]
WHEN UND.[UNDDATE] > UND.[DISCHARGEDATE]
AND UND.[UNDDATE] > UND.[DATE]
THEN UND.[UNDDATE]
ELSE UND.[DATE] END)
FROM [dbo].Undertakings AS UND
GROUP BY UND.[MATTER]'
IF [dbo].[ISSAM4]() = 0
BEGIN
SET @SQL = @SQL + N'
UNION
SELECT MTL.[MATTER],
MAX(MTL.[DATE])
FROM [dbo].[MatterLedger] AS MTL
GROUP BY MTL.[MATTER]'
END
ELSE
BEGIN
SET @SQL = @SQL + N'
UNION
SELECT TRN.[MatterCode],
MAX(TRN.[TransDate])
FROM [dbo].[Transactions] AS TRN
GROUP BY TRN.[MatterCode]'
END
SET @SQL = @SQL + N') AS LST
ON LST.[Matter] = MAT.[Code]
WHERE MAT.[Closed] <> ''Y''
AND (@FECODE IS NULL
OR MAT.[FECode] = @FECODE)
GROUP BY MAT.[Code],
MAT.[Started]
HAVING DATEDIFF(MONTH, MAX(ISNULL(LST.[Date], MAT.[Started])), @GETDATE) > @LastActionMonth'
EXEC sp_executesql @SQL, N'@FECODE VARCHAR(20)', @FECODE = @FECODE
RETURN @@ROWCOUNT
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KEYHM_GetFileData', N'P') IS NOT NULL
BEGIN
DROP PROCEDURE [dbo].[KEYHM_GetFileData]
END
GO
CREATE PROCEDURE [dbo].[KEYHM_GetFileData] (@FilePath NVARCHAR(MAX))
AS
/*******************************************************************************************************
* *
* *
* Stored Procedure Name : [dbo].[KEYHM_GetFileData] *
* Copied from : NA *
* *
* Modification History: *
* 2019-04-23 Vinodhan K Created *
* 2019-12-26 Arun V Have included KAAS_GetUNCPathFromFile function to convert file path *
* into UNC *
*******************************************************************************************************/
BEGIN
DECLARE @NCOMMAND NVARCHAR(MAX)
DECLARE @result INT
DECLARE @UNCFilePath NVARCHAR(256)
SET @FilePath = REPLACE(@FilePath, '''', '''''');
SET @UNCFilePath = (select dbo.KEYHM_FN_GetUNCPathFromFile(@FilePath))
SET @NCOMMAND = 'EXEC Master.dbo.xp_fileexist ''' + @UNCFilePath + ''', @result OUTPUT PRINT @result'
EXECUTE sp_executesql @NCOMMAND, N'@result INT OUTPUT', @result = @result OUTPUT
IF (@result = 1)
BEGIN
SET @NCOMMAND = 'DECLARE @file AS VARBINARY(MAX);
SELECT @file = CAST(bulkcolumn AS VARBINARY(MAX))
FROM OPENROWSET (BULK ''' + @UNCFilePath + ''', SINGLE_BLOB) AS x;
SELECT @file AS FileData'
EXECUTE sp_executesql @NCOMMAND
END
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_GetFileName'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_GetFileName]
END
GO
CREATE PROCEDURE
[dbo].[KEYHM_GetFileName]
(@TrackReference INT)
AS
/*******************************************************************************************************
* Fetches the file path using Track Reference No. *
* *
* Stored Procedure Name : [dbo].[KEYHM_GetFileName] *
* *
* Modification History : *
* 2020-06-19 Arun V Created *
********************************************************************************************************/
BEGIN
SELECT
[Document]
FROM
[DiaryAttachments]
WHERE
[TrackReference] = @TrackReference
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_GetFilePath'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_GetFilePath]
END
GO
CREATE PROCEDURE
[dbo].[KEYHM_GetFilePath]
(@TrackReference INT)
AS
/*******************************************************************************************************
* Fetches the file path using Track Reference No. *
* *
* Stored Procedure Name : [dbo].[KEYHM_GetFilePath] *
* *
* Modification History : *
* 2019-09-26 Vinodhan K Created *
********************************************************************************************************/
BEGIN
SELECT
[FilePath]
FROM
[DiaryAttachments]
WHERE
[TrackReference] = @TrackReference
END
GO
IF OBJECT_ID(N'KEYHM_GetHandlerDefaultTask', N'P') IS NOT NULL
BEGIN
DROP PROCEDURE [dbo].[KEYHM_GetHandlerDefaultTask]
END
GO
CREATE PROCEDURE [dbo].[KEYHM_GetHandlerDefaultTask] (@Code VARCHAR(15))
AS
/*******************************************************************************************************
* *
* *
* Stored Procedure Name : [dbo].[KEYHM_GetHandlerDefaultTask] *
* Copied from : NA *
* *
* Modification History: *
* 2019-04-23 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SELECT RTRIM(DEFAULTTASK) AS [DefaultTask]
FROM Handlers
WHERE RETIRED <> 'Y'
AND CODE = @Code
END
GO
IF OBJECT_ID(N'KEYHM_GetHandlerLogon', N'P') IS NOT NULL
BEGIN
DROP PROCEDURE [dbo].[KEYHM_GetHandlerLogon]
END
GO
CREATE PROCEDURE [dbo].[KEYHM_GetHandlerLogon]
(@HandlerCode VARCHAR(10))
AS
/*******************************************************************************************************
* *
* Stored Procedure Name : [dbo].[KEYHM_GetHandlerLogon] *
* Copied from : [dbo].[ky_NETGetHandlerLogon] *
* *
* Modification History: *
* 2019-04-23 Vinodhan K Created *
* 2019-09-04 Arun V Have included UserDefaultpageSize setting *
* 2019-09-05 Arun V Have included UserFavourites setting *
* 2019-09-12 Vinodhan K ISNULL checked for @UserFavourites *
* 2019-09-18 Vinodhan K Department of the user added *
* 2019-12-12 Prabhu V DefaultVAT Code added *
* 2020-02-17 Ganapathy T Day Book progress value added *
* 2020-03-09 Rajesh kaas_side_panel_state value added *
*******************************************************************************************************/
BEGIN
DECLARE @PasswordExpiryDate INT
SET @PasswordExpiryDate = (
SELECT ISNULL(KeyValue,60)
FROM Settings
WHERE [KeyName] = 'PasswordExpiryDays')
DECLARE @UserDefaultPageSize INT
SET @UserDefaultPageSize = (
SELECT [Value]
FROM UserSettings
WHERE [Key] = 'UserDefaultPageSize' and Handler = @HandlerCode)
DECLARE @UserFavourites VARCHAR(300)
SET @UserFavourites = (
SELECT [Value]
FROM UserSettings
WHERE [Key] = 'UserFavourites' and Handler = @HandlerCode)
DECLARE @TimerSettings VARCHAR(300)
SET @TimerSettings = (
SELECT [Value]
FROM UserSettings
WHERE [Key] = 'TimerSettings' and Handler = @HandlerCode)
DECLARE @DefaultVATCode VARCHAR(2)
SET @DefaultVATCode = (SELECT TOP 1 DEFAULTVAT FROM CONTROL)
DECLARE @COMMAND VARCHAR(MAX)
SET @COMMAND = 'SELECT HLO.[HANDLER] AS [Handler],
RTRIM(ISNULL(HAN.[NAME], '''')) AS [Name],
RTRIM(ISNULL(HAN.[Email], '''')) AS [Email],
REPLACE(ISNULL(RETIRED,''N''),'' '',''N'') AS [Retired],
CASE
WHEN RTRIM(ISNULL(HAN.[TYPE], '''')) = ''P''
THEN CONVERT(BIT, 1)
WHEN RTRIM(ISNULL(HAN.[CODE], '''')) = ''ADM''
THEN CONVERT(BIT, 1)
ELSE CONVERT(BIT, 0)
END AS [IsPartner],
ISNULL(GM.[BitWiseID], [dbo].[KEYHM_FN_GetOldPermissions](RTRIM(ISNULL(HAN.[CODE], '''')))) AS [BitWiseId],
UPPER(ISNULL(HAN.AutoLaunchTimer, ''N'')) AS [AutoLaunchTimer],
ISNULL([HAN].[TEAM], '''') AS [Team],
ISNULL([HAN].[Dept], '''') AS [Department]'
SET @COMMAND = @COMMAND + ',
HLO.[Date] + '+ CONVERT(VARCHAR(5),ISNULL(@PasswordExpiryDate,'60')) +' AS [Date],
ISNULL(HAN.[TYPE], '''') AS [Type],
' + CONVERT(VARCHAR(5),ISNULL(@UserDefaultPageSize,10)) + ' as UserDefaultPageSize ,
''' + CONVERT(VARCHAR(300), ISNULL(@UserFavourites, '')) + ''' as UserFavourites ,
''' + CONVERT(VARCHAR(500), ISNULL(@TimerSettings, '')) + ''' as TimerSettings ,
''' + CONVERT(VARCHAR(2), ISNULL(@DefaultVATCode, '')) + ''' as DefaultVAT
FROM [dbo].[Handlers] HAN
LEFT OUTER JOIN [dbo].[HandlerNETLogons] HLO
ON HLO.[HANDLER] = HAN.[CODE]
LEFT OUTER JOIN [dbo].[HandlerNETGroupMembership] GM
ON GM.[HANDLER] = HAN.[CODE]
WHERE HAN.[CODE] = ''' + Replace(@HandlerCode, '''', '''''') + ''''
EXEC (@COMMAND)
DECLARE @DayBookValue INT
SELECT
@DayBookValue = ISNULL(SUM([TDB].[Time]), 0)
FROM
[dbo].[Timedaybook] [TDB] WITH (NOLOCK)
WHERE
[TDB].[FeeEarn] = @HandlerCode
SELECT @DayBookValue AS [DayBookValue]
DECLARE @MaxDayBookValue DECIMAL(10,2) = 7.5
IF EXISTS(SELECT TOP 1 1 FROM [dbo].[UserSettings] WHERE [Handler] = @HandlerCode AND [Key] = 'TimeDayBookLimit')
BEGIN
SELECT @MaxDayBookValue = Value FROM [dbo].[UserSettings] WHERE [Handler] = @HandlerCode AND [Key] = 'TimeDayBookLimit'
END
SELECT
CASE WHEN (ISNULL(@MaxDayBookValue,0) = 0) THEN 7.5 * 60 ELSE @MaxDayBookValue * 60 END AS [MaxDayBookValue]
SELECT Value AS SidePanelState FROM [dbo].[UserSettings] WHERE [Handler] = @HandlerCode AND [Key] = 'kaas_side_panel_state';
END
GO
IF OBJECT_ID(N'[KEYHM_GETHandlerRate]',N'P')IS NOT NULL
DROP PROCEDURE [KEYHM_GETHandlerRate]
GO
CREATE PROC [KEYHM_GETHandlerRate] (@HandlerCode VARCHAR(10) )
AS
/*******************************************************************************************************
* Used to Get new Handler Rate. *
* *
* Stored Procedure Name : [dbo].[KEYHM_GETHandlerRate] *
* Copied from : [dbo].[ky_NETGETHandlerRate] *
* *
* Modification History : *
* 2019-04-12 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SELECT
ISNULL(RATE,0) AS Rate
FROM
Handlers
WHERE
CODE=@HandlerCode
END
GO
IF OBJECT_ID(N'KEYHM_GetHandlersResource', N'P') IS NOT NULL
BEGIN
DROP PROCEDURE [dbo].[KEYHM_GetHandlersResource]
END
GO
CREATE PROCEDURE [dbo].[KEYHM_GetHandlersResource] (
@CODE VARCHAR(15),
@SearchText VARCHAR(4000) = '',
@PageNumber INT = NULL,
@PageSize INt = NULL)
AS
/*************************************************************************************************************************
* To fetch the handler resource list available from the database excluding the currently logged in user *
* *
* Stored Procedure Name : [dbo].[KEYHM_GetHandlersResource] *
* Copied from : [dbo].[ky_NETGetHandlersResource] *
* *
* Modification History: *
* 2019-04-23 Vinodhan K Created *
* 2019-08-05 Vinodhan K Modifed to list the handler list by recently selected handlers by the logged in user *
* 2024-08-29 Aakif Modified alias name to match DTO Model *
*************************************************************************************************************************/
BEGIN
DECLARE @StartRow INT;
DECLARE @EndRow INT;
SET @PageNumber = ISNULL(@PageNumber, 0) - 1;
IF(@PageNumber > -1)
BEGIN
SET @StartRow = ((@PageNumber) * @PageSize) + 1;
SET @EndRow = (@StartRow + @PageSize) - 1;
END
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#FoundTable
FROM
(SELECT
RTRIM(A.CODE) AS [Code],
RTRIM(A.TEAM) AS [Team],
RTRIM(A.TEAMCODE) AS [TeamCode],
RTRIM(A.[NAME]) AS [Name],
RTRIM(A.LOGON) AS [LogOn],
RTRIM(A.EXCHANGEALIAS) AS [ExchangeAlias],
RTRIM(A.RETIRED) AS [Retired],
RTRIM(B.HANDLER) AS [Handler],
RTRIM(B.NOOUTSTANDACTIONS) AS [NoOutstandActions],
RTRIM(A.DEFAULTTASK) AS [DefaultTask],
C.AccessedTime AS [AccessedTime]
FROM
Handlers A
LEFT JOIN
NoOverDueTasks B
ON
A.CODE = B.HANDLER
LEFT JOIN
RecentHandlerList C
ON
C.Code = A.CODE AND C.AccessedBy = @CODE
WHERE
(
A.CODE LIKE '%' + @SearchText + '%'
OR
A.[NAME] LIKE '%' + @SearchText + '%'
)
AND
A.RETIRED <> 'Y'
AND
A.CODE <> @CODE) AS FoundTable
ORDER BY
FoundTable.AccessedTime DESC,
CODE ASC
SELECT
*
FROM
#FoundTable A
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) AS [TotalRecords]
FROM
#FoundTable
END
GO
IF OBJECT_ID(N'KEYHM_GetLastUpdatedDateForFile',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KEYHM_GetLastUpdatedDateForFile]
GO
CREATE PROCEDURE [dbo].[KEYHM_GetLastUpdatedDateForFile]
(
@TrackReference INT
)
AS
/*******************************************************************************************************
* Fetch Attachment list by diary number *
* *
* Stored Procedure Name : [dbo].[KEYHM_GetLastUpdatedDateForFile] * *
* *
* Modification History : *
* 2021-07-30 Arun V Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
SELECT TOP 1
[AccessDate]
FROM [dbo].[DiaryAttachmentAccess]
WHERE [TrackReference] = @TrackReference AND
[Comment] = 'Updated'
ORDER BY [Id] DESC
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KEYHM_GetMatterDocFolderTree', N'P') IS NOT NULL
BEGIN
DROP PROCEDURE [dbo].[KEYHM_GetMatterDocFolderTree]
END
GO
CREATE PROCEDURE [dbo].[KEYHM_GetMatterDocFolderTree]
(
@matter VARCHAR(20)
)
AS
/********************************************************************************************************
* Gets the folder structure for a Matter. Creates it if it doesn't exist, use the CasePlan folder *
* structure as a template. Create it too, if it doesn't exist. *
* *
* Stored Procedure Name : [dbo].[KEYHM_GetMatterDocFolderTree] *
* Copied from : [dbo].[ky_NETSPGetMatterDocFolderTree] *
* *
* Modification History: *
* 2019-04-23 Vinodhan K Created *
* 2019-06-19 Vinodhan K Removed the condition to check whether UseDocFolders is set as True *
* or False. For now it wil return the data even when it is set as False *
*******************************************************************************************************/
BEGIN
DECLARE @WKCODE CHAR(4)
DECLARE @MatterCode VARCHAR(20)
DECLARE @folderid INT
SELECT TOP 1
@MatterCode = [SM].[CODE],
@WKCODE = [TMP].[WKCODE]
FROM [dbo].[SearchMatters] SM
INNER JOIN [dbo].[CaseMaster] CSM
ON [CSM].[CSCODE] = SM.[Code]
LEFT OUTER JOIN [dbo].[Templates] [TMP]
ON [TMP].[WKCODE] = [CSM].[CSWKTCODE]
WHERE [CSM].[CSCODE] = @matter
IF @MatterCode IS NULL
BEGIN
-- Dummy statement
SELECT TOP 0
CONVERT(INT, 0) AS [id],
CONVERT(INT, 0) AS [parent],
CONVERT(VARCHAR(500), '') AS [foldername],
CONVERT(INT, 0) AS [foldericon]
RETURN
END
SELECT TOP 1
@folderid = MDF.[DocFolderID]
FROM [dbo].[MatterDocFolders] MDF
WHERE [MDF].[MatterCode] = @MatterCode
IF @folderid IS NULL
BEGIN
DECLARE @DefaultRootFolderName VARCHAR(500)
SELECT @DefaultRootFolderName = CONVERT(VARCHAR(500), [SET].[KeyValue])
FROM [dbo].[Settings] [SET]
WHERE [SET].[KeyName] = 'DocFolderDefaultRootName'
SET @DefaultRootFolderName = RTRIM(ISNULL(@DefaultRootFolderName, 'Documents'))
IF @WKCODE IS NULL
BEGIN
EXEC @folderid = [dbo].[KEYHM_SaveDocFolderTree] ''
UPDATE [DF]
SET [DF].[foldername] = @DefaultRootFolderName
FROM [dbo].[DocFolders] [DF]
WHERE [DF].[id] = @folderid
END
ELSE
BEGIN
SELECT TOP 1
@folderid = CDF.[DocFolderID]
FROM [dbo].[CasePlanDocFolders] CDF
WHERE [CDF].[WKCode] = @WKCODE
IF @folderid IS NULL
BEGIN
EXEC @folderid = [dbo].[KEYHM_SaveDocFolderTree] ''
UPDATE [DF]
SET [DF].[foldername] = @DefaultRootFolderName
FROM [dbo].[DocFolders] [DF]
WHERE [DF].[id] = @folderid
INSERT
INTO [dbo].[CasePlanDocFolders]
([WKCode],
[DocFolderID])
SELECT @WKCODE,
@folderid
END
DECLARE @DUP TABLE
([id] INT)
INSERT INTO @DUP
EXEC @folderid = [dbo].[KEYHM_DuplicateDocFolderTree] @folderid
END
INSERT
INTO [dbo].[MatterDocFolders]
([MatterCode],
[DocFolderID])
SELECT @MatterCode,
@folderid
END
SELECT
*
FROM [dbo].[KEYHM_FN_GetDocFolders](@matter, @folderid, 1, 1)
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_GetMatterLedger'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_GetMatterLedger]
END
GO
CREATE PROCEDURE [dbo].[KEYHM_GetMatterLedger]
(
@MatterCode VARCHAR(20),
@PageNumber INT = NULL,
@PageSize INT = NULL,
@SearchText VARCHAR(400) = NULL,
@SortColumn VARCHAR(50) = NULL,
@SortDirection VARCHAR(10) = NULL
)
AS
/*******************************************************************************************************
* *
*Used to list the matter ledger *
* *
* Stored Procedure Name: [dbo].[KAAS_WebApi_DeleteOtherContacts] *
* Copied From: [dbo].[ky_NETGetMatterLedger] *
* *
* Modification History: *
* 2019-04-26 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
DECLARE @SQL NVARCHAR(MAX)
DECLARE @ISSAM4 BIT
SELECT @ISSAM4 = [dbo].[ISSAM4]()
DECLARE @StartRow INT;
DECLARE @EndRow INT;
SET @PageNumber = ISNULL(@PageNumber, 0) - 1; -- 0 BASED INDEX
IF(@PageNumber > -1)
BEGIN
SET @StartRow = ((@PageNumber) * @PageSize) + 1;
SET @EndRow = (@StartRow + @PageSize) - 1;
END
IF(@SortDirection = '' OR @SortDirection = NULL)
BEGIN
SET @SortDirection = 'ASC'
END
IF(RTRIM(ISNULL(@SearchText, '')) = '' OR RTRIM(@SearchText) = '')
BEGIN
SET @SearchText = ''
END
IF @ISSAM4 = 0
BEGIN
SET @SQL = N'
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#MatterLedgerTable
FROM
(SELECT
[MTL].[MATTER] AS [Matter],
ISNULL([MTL].[BATCHNO], 0) AS [BATCHNO],
ISNULL([MTL].[PREF], 0) AS [Pref],
CONVERT(NVARCHAR(30),[MTL].[DATE],23) AS [Date],
ISNULL([MTL].[REF], '''') AS [Reference],
ISNULL([MTL].[NARR], '''') AS [Narrative],
ISNULL([MTL].[VALUED], 0) AS [Billing],
ISNULL([MTL].[VALUEO], 0) AS [OutLay],
ISNULL([MTL].[VALUECC], 0) AS [ClientCurrent],
ISNULL([MTL].[VALUECD], 0) AS [Deposit],
ISNULL([MTL].[FEE], '''') AS [Fee],
[MTL].[EntryDate] AS [EntryDate],
ISNULL([MTL].[CLIENT], '''') AS [Client],
ISNULL([MTL].[LREF], 0) AS [LRef],
ISNULL([MTL].[BILLED], 0) AS [Billed],
CASE WHEN CHARINDEX(''undertaking'', ISNULL([MTL].[NARR], '''')) > 0
THEN 1
WHEN ISNULL([MTL].[PREF], 0) = 0
THEN 0
ELSE 2 END AS [RowHighlight],
ISNULL([BAH].[TYPE], '''') AS [Type],
ISNULL([BAD].[OUTLAYCODE],'''') AS [OutlayCode],
RTRIM(ISNULL([BAD].[OUTLAYDESC], '''')) AS [OutlayDesc],
0 AS [Unbilled] /* Not used in SAM3 */
FROM [dbo].[MatterLedger] AS [MTL]
LEFT OUTER JOIN [dbo].[BatchH] AS [BAH]
ON [BAH].[BATCHNO] = [MTL].[BATCHNO]
AND [BAH].[BATCHNO] <> 0
OUTER APPLY (SELECT TOP 1
[BDL].[OUTLAYCODE],
[OLC].[DESCRIPTION] AS [OUTLAYDESC]
FROM [dbo].[BatchDetails] [BDL]
LEFT OUTER JOIN [dbo].[OutlayCode] [OLC]
ON [OLC].[CODE] = [BDL].[OUTLAYCODE]
WHERE [BDL].[BATCHNO] = [MTL].[BATCHNO]
AND [BDL].[PREF] = [MTL].[PREF]
AND [BDL].[BATCHNO] <> 0) [BAD]
WHERE
(
@SearchText = ''''
OR
(
[MTL].[MATTER] LIKE ''%' + @SearchText + '%''
OR
[MTL].[BATCHNO] LIKE ''%' + @SearchText + '%''
OR
[MTL].[PREF] LIKE ''%' + @SearchText + '%''
OR
[MTL].[DATE] LIKE ''%' + @SearchText + '%''
OR
[MTL].[REF] LIKE ''%' + @SearchText + '%''
OR
[MTL].[NARR] LIKE ''%' + @SearchText + '%''
OR
[MTL].[VALUED] LIKE ''%' + @SearchText + '%''
OR
[MTL].[VALUEO] LIKE ''%' + @SearchText + '%''
OR
[MTL].[VALUECC] LIKE ''%' + @SearchText + '%''
OR
[MTL].[VALUECD] LIKE ''%' + @SearchText + '%''
OR
[MTL].[FEE] LIKE ''%' + @SearchText + '%''
OR
[MTL].[EntryDate] LIKE ''%' + @SearchText + '%''
OR
[MTL].[CLIENT] LIKE ''%' + @SearchText + '%''
OR
[MTL].[LREF] LIKE ''%' + @SearchText + '%''
OR
[MTL].[BILLED] LIKE ''%' + @SearchText + '%''
OR
[BAH].[TYPE] LIKE ''%' + @SearchText + '%''
OR
[BAD].[OUTLAYCODE] LIKE ''%' + @SearchText + '%''
OR
[BAD].[OUTLAYDESC] LIKE ''%' + @SearchText + '%''
)
)
AND
[MTL].[MATTER] = @MatterCode) AS FoundTable'
IF((@SortColumn IS NULL) AND (RTRIM(@SortColumn) = ''))
BEGIN
SET @SQL = @SQL + ' ORDER BY
[Matter] ASC,
[Date] ASC,
[LRef] ASC'
END
IF((@SortColumn IS NOT NULL) AND (RTRIM(@SortColumn) != ''))
BEGIN
SET @SQL = @SQL + '
ORDER BY ' + @SortColumn + ' ' + @SortDirection
END
SET @SQL = @SQL +' SELECT
*
FROM
#MatterLedgerTable
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) AS [TotalRecords]
FROM
#MatterLedgerTable'
SET @SQL = @SQL +' SELECT TOP 1
ISNULL([MAT].[ClientMin], 0) AS [ClientMin],
ISNULL([MTL].[BillingSum], 0) AS [BillingSum],
ISNULL([MTL].[OutlaySum], 0) AS [OutlaySum],
ISNULL([MTL].[CurrentSum], 0) AS [CurrentSum],
ISNULL([MTL].[DepositSum], 0) AS [DepositSum],
ISNULL([UND].[Undertakings], 0) AS [Undertakings],
0 AS [WIP]
FROM [dbo].[matters] AS [MAT]
OUTER APPLY (SELECT SUM(ISNULL(MTL.[VALUED], 0)) AS [BillingSum],
SUM(ISNULL(MTL.[VALUEO], 0)) AS [OutlaySum],
SUM(ISNULL(MTL.[VALUECC], 0)) AS [CurrentSum],
SUM(ISNULL(MTL.[VALUECD], 0)) AS [DepositSum]
FROM [dbo].[MatterLedger] AS MTL
WHERE MTL.[MATTER] = @MatterCode) AS MTL
OUTER APPLY (SELECT COUNT(1) AS [Undertakings]
FROM [dbo].[Undertakings] AS UND
WHERE UND.[MATTER] = @MatterCode
AND UND.[DISCHARGEDATE] IS NULL) AS UND
WHERE MAT.[Code] = @MatterCode'
END
ELSE
BEGIN
SET @SQL = N'
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#MatterLedgerTable
FROM
(SELECT TRN.[MatterCode] AS [Matter],
ISNULL(TRN.[BatchNo], 0) AS [BATCHNO],
ISNULL(TRN.[PostRef], 0) AS [Pref],
TRN.[TransDate] AS [Date],
ISNULL(TRN.[TransRef], '''') AS [Reference],
ISNULL(TRN.[Narrative], '''') AS [Narrative],
ISNULL(TRN.[DebtorsValue], 0) AS [Billing],
ISNULL(TRN.[OutlayValue], 0) AS [OutLay],
ISNULL(TRN.[ClientCurrent], 0) AS [ClientCurrent],
ISNULL(TRN.[ClientDeposit], 0) AS [Deposit],
ISNULL(TRN.[FeeEarner], '''') AS [Fee],
TRN.[EntryDate] AS [EntryDate],
ISNULL(MAT.[ClientCode], '''') AS [Client],
ISNULL(TRN.[XnID], 0) AS [LRef],
'''' AS [Billed], /* Not used in SAM4 */
CASE WHEN CHARINDEX(''undertaking'', ISNULL(TRN.[Narrative], '''')) > 0
THEN 1
WHEN ISNULL(TRN.[PostRef], 0) = 0
THEN 0
ELSE 2 END AS [RowHighlight],
ISNULL(TRN.[XnType], '''') AS [Type],
ISNULL(TRN.[OutlayCode], '''') AS [OutlayCode],
[TRN].[Seq] AS [Seq],
RTRIM(ISNULL([OLC].[DESCRIPTION], '''')) AS [OutlayDesc],
CASE WHEN TRN.[XnType] IN (''P'', ''B'', ''J'')
AND ISNULL(TRN.[OutlayValue], 0) <> 0
AND ISNULL(TRN.[BilledOutlay], 0) = 0
THEN 1
WHEN TRN.[XnType] IN (''P'', ''B'', ''J'')
AND ISNULL(TRN.[OutlayValue], 0) <> 0
AND ISNULL(TRN.[BilledOutlay], 0) <> ISNULL(TRN.[OutlayValue], 0)
THEN 2
ELSE 0 END AS [Unbilled]
FROM [dbo].[matters] AS MAT
INNER JOIN [dbo].[Transactions] AS TRN
LEFT OUTER JOIN [dbo].[OutlayCode] [OLC]
ON [OLC].[OutlayCode] = [TRN].[OutlayCode]
ON MAT.[Code] = TRN.[MatterCode]
WHERE
(
@SearchText = ''''
OR
(
[TRN].[MatterCode] LIKE ''%' + @SearchText + '%''
OR
[TRN].[BatchNo] LIKE ''%' + @SearchText + '%''
OR
[TRN].[PostRef] LIKE ''%' + @SearchText + '%''
OR
[TRN].[TransDate] LIKE ''%' + @SearchText + '%''
OR
[TRN].[TransRef] LIKE ''%' + @SearchText + '%''
OR
[TRN].[Narrative] LIKE ''%' + @SearchText + '%''
OR
[TRN].[DebtorsValue] LIKE ''%' + @SearchText + '%''
OR
[TRN].[OutlayValue] LIKE ''%' + @SearchText + '%''
OR
[TRN].[ClientCurrent] LIKE ''%' + @SearchText + '%''
OR
[TRN].[ClientDeposit] LIKE ''%' + @SearchText + '%''
OR
[TRN].[FeeEarner] LIKE ''%' + @SearchText + '%''
OR
[TRN].[EntryDate] LIKE ''%' + @SearchText + '%''
OR
[MAT].[ClientCode] LIKE ''%' + @SearchText + '%''
OR
[TRN].[XnID] LIKE ''%' + @SearchText + '%''
OR
[TRN].[XnType] LIKE ''%' + @SearchText + '%''
OR
[TRN].[OutlayCode] LIKE ''%' + @SearchText + '%''
OR
[TRN].[BilledOutlay] LIKE ''%' + @SearchText + '%''
OR
[OLC].[DESCRIPTION] LIKE ''%' + @SearchText + '%''
)
)
AND
MAT.[Code] = @MatterCode
AND TRN.[Posted] = ''Y''
AND TRN.[RecType] <> ''V''
AND TRN.[CorrectionInd] IN (''L'', ''C'')) AS FoundTable'
IF((@SortColumn IS NULL) AND (RTRIM(@SortColumn) = ''))
BEGIN
SET @SQL = @SQL + ' ORDER BY
[Matter] ASC,
[Date] ASC,
[Seq] ASC,
[LRef] ASC'
END
IF((@SortColumn IS NOT NULL) AND (RTRIM(@SortColumn) != ''))
BEGIN
SET @SQL = @SQL + '
ORDER BY ' + @SortColumn + ' ' + @SortDirection
END
SET @SQL = @SQL + ' SELECT
*
FROM
#MatterLedgerTable
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) AS [TotalRecords]
FROM
#MatterLedgerTable'
SET @SQL = @SQL +
' SELECT ISNULL(MAT.[ClientMin], 0) AS [ClientMin],
0.00 AS [BillingSum], /* These balances aren''t used in SAM4. They are calculated on the client machine */
0.00 AS [OutlaySum],
0.00 AS [CurrentSum],
0.00 AS [DepositSum],
ISNULL(UND.[Count], 0) AS [Undertakings],
ISNULL(TIE.[WIP], 0) AS [WIP]
FROM [dbo].[matters] AS MAT
OUTER APPLY (SELECT COUNT(1) AS [Count]
FROM [dbo].[Undertakings] AS UND
WHERE UND.[MATTER] = @MatterCode
AND UND.[DISCHARGEDATE] IS NULL) AS UND
OUTER APPLY (SELECT SUM(ISNULL(TIE.[Charge], 0)) AS [WIP]
FROM [dbo].[TimeEntry] AS TIE
WHERE TIE.[Matter] = @MatterCode
AND TIE.[InvoiceNo] = 0
AND TIE.[Rec_Irr] = ''C''
AND TIE.[IncludeInBill] <> 2
AND TIE.[TimeOrCharge] IN (''T'', ''C'')) AS TIE
WHERE MAT.[Code] = @MatterCode'
END
IF ISNULL(@SQL, '') <> ''
BEGIN
EXEC sp_executesql @SQL, N'@MatterCode VARCHAR(20), @SearchText VARCHAR(400), @SortColumn VARCHAR(50), @SortDirection VARCHAR(10), @StartRow INT, @EndRow INT', @MatterCode = @matterCode, @SearchText = @searchText, @SortColumn = @sortColumn, @SortDirection = @sortDirection, @StartRow = @startRow, @EndRow = @endRow
END
END
GO
IF OBJECT_ID(N'KEYHM_GetMatterLedgerDetail', N'P') IS NOT NULL
BEGIN
DROP PROCEDURE [dbo].[KEYHM_GetMatterLedgerDetail]
END
GO
CREATE PROCEDURE [dbo].[KEYHM_GetMatterLedgerDetail] (@MatterCode VARCHAR(20))
AS
/******************************************************************************************************************
* *
* Used to fetch matter ledger and account summary details *
* *
* Stored Procedure Name: [dbo].[KEYHM_GetMatterLedgerDetail] *
* Copied from : [dbo].[ky_NETGetMatterLedger] *
* [dbo].[ky_NETGetMatterLedgerSAM4] *
* *
* Modification History: *
* 2019-04-26 Vinodhan K Created *
******************************************************************************************************************/
BEGIN
DECLARE @IsSAM4 bit
DECLARE @Query NVARCHAR(200)
SET @IsSAM4 = [dbo].[ISSAM4]()
EXECUTE KEYHM_GetMatterLedger @MatterCode
/*Account Summary*/
DECLARE @NCOMMAND nvarchar(MAX)
DECLARE @DraftBillValue DECIMAL(18, 2)
IF @IsSAM4 = 0
BEGIN
SET @NCOMMAND = N'
SELECT @DraftBillValue = ISNULL(SUM(ISNULL(BD.[NET], 0)), 0) + ISNULL(SUM(ISNULL(BD.[VATVALUE], 0)), 0)
FROM [dbo].[BillHeader] HED
INNER JOIN [dbo].[BillDetails] BD
ON BD.[DRAFTNO] = HED.[DRAFTNO]
WHERE HED.[MATTER] = @MatterCode
AND HED.[BILLNO] = 0'
END
ELSE
BEGIN
SET @NCOMMAND = N'
SELECT @DraftBillValue = ISNULL(SUM(ISNULL(BD.[NetValue], 0)), 0) + ISNULL(SUM(ISNULL(BD.[VatValue], 0)), 0)
FROM [dbo].[BillHead] HED
INNER JOIN [dbo].[BillDetail] BD
ON BD.[BillID] = HED.[BillingID]
WHERE HED.[MatterCode] = @MatterCode
AND HED.[BillStatus] <> ''Approved''
AND ISNULL(HED.[ProForma], '''') = ''Y'''
END
EXECUTE sp_executesql @NCOMMAND, N'@MatterCode VARCHAR(20),@DraftBillValue DECIMAL(18, 2) OUTPUT', @MatterCode = @MatterCode, @DraftBillValue=@DraftBillValue OUTPUT
DECLARE @Section68 VARCHAR(10)
DECLARE @IsApproved VARCHAR(10)
DECLARE @TimeBal INT
DECLARE @ChargeBal DECIMAL(19, 2)
DECLARE @TotalCharge Decimal(19, 2)
DECLARE @TotalTime INT
--Matter values that are re-used elsewhere in this procedure.
SELECT @Section68 = ISNULL(MAT.[Section68],''),
@IsApproved = ISNULL(CON.[Approved],'')
FROM [dbo].[matters] MAT
LEFT OUTER JOIN [dbo].[Contacts] CON
ON CON.[Code] = MAT.[ClientCode]
WHERE MAT.[Code] = @MatterCode
DECLARE @LDIADATE DATETIME
DECLARE @LDIAACTIONTYPE VARCHAR(1)
DECLARE @LDIATEXT1 VARCHAR(MAX)
DECLARE @LDIAFNCODE VARCHAR(10)
SELECT TOP 1
@LDIADATE = LDIA.[DATE],
@LDIAACTIONTYPE = LDIA.[ACTIONTYPE],
@LDIATEXT1 = LDIA.[TEXT1],
@LDIAFNCODE = LDIA.[FNCODE]
FROM [dbo].[diary] LDIA
WHERE LDIA.[CASECODE] = @MatterCode
ORDER BY LDIA.[DATE] DESC
DECLARE @MDIADATE DATETIME
DECLARE @MDIAACTIONTYPE VARCHAR(1)
DECLARE @MDIATEXT1 VARCHAR(MAX)
DECLARE @MDIAFNCODE VARCHAR(10)
SELECT TOP 1
@MDIADATE= MDIA.[DATE],
@MDIAACTIONTYPE = MDIA.[ACTIONTYPE],
@MDIATEXT1 = MDIA.[TEXT1],
@MDIAFNCODE = MDIA.[FNCODE]
FROM [dbo].[diary] MDIA
WHERE MDIA.[CASECODE] = @MatterCode
AND MDIA.[HIGHLIGHTED] = 'Y'
ORDER BY MDIA.[DATE] DESC
DECLARE @NDIADATE DATETIME
DECLARE @NDIAACTIONTYPE VARCHAR(1)
DECLARE @NDIATEXT1 VARCHAR(MAX)
DECLARE @NDIAFNCODE VARCHAR(10)
SELECT TOP 1
@NDIADATE = NDIA.[DATE],
@NDIAACTIONTYPE = NDIA.[ACTIONTYPE],
@NDIATEXT1 = NDIA.[TEXT1],
@NDIAFNCODE = NDIA.[FNCODE]
FROM dbo.[diary] NDIA
WHERE NDIA.[CASECODE] = @MatterCode
AND NDIA.[STATUS] = 0
ORDER BY NDIA.[DATE] ASC
DECLARE @TIEDATE DATETIME
--Pino 2015-05-27 Start
--SELECT @TIEDATE = (MAX(TIE.[DATE]))
-- FROM [dbo].[TimeEntry] TIE
-- WHERE TIE.[Matter] = @MatterCode
IF [dbo].[ISSAM4]() = 0
BEGIN
SET @NCOMMAND = N'
SELECT @TIEDATE = MAX(CASE WHEN DLG.[DATE] IS NULL
THEN CONVERT(DATETIME, NULL)
WHEN DLG.[DATE] > GETDATE()
THEN CONVERT(DATETIME, NULL)
ELSE DLG.[DATE] END)
FROM [dbo].[DebtorsLedger] DLG
WHERE DLG.[MATTER] = @MatterCode'
END
ELSE
BEGIN
SET @NCOMMAND = N'
SELECT @TIEDATE = MAX(CASE WHEN TRN.[TransDate] IS NULL
THEN CONVERT(DATETIME, NULL)
WHEN TRN.[TransDate] > GETDATE()
THEN CONVERT(DATETIME, NULL)
ELSE TRN.[TransDate] END)
FROM [dbo].[Transactions] TRN
WHERE TRN.[Posted] = ''Y''
AND TRN.[MatterCode] = @MatterCode
AND TRN.[DebtorsValue] <> 0
AND TRN.[CorrectionInd] = ''L''
AND ( ( TRN.[XnType] = ''I''
AND TRN.[RecType] = ''H'')
OR ( TRN.[XnType] = ''J''
AND TRN.[RecType] = ''D''))'
END
EXECUTE sp_executesql @NCOMMAND, N'@MatterCode VARCHAR(20), @TIEDATE DATETIME OUTPUT', @MatterCode = @MatterCode, @TIEDATE = @TIEDATE OUTPUT
--Pino 2015-05-27 End
DECLARE @LastTimeEntryDate DATETIME
DECLARE @LastTimeEntryTime INT
DECLARE @LastTimeEntryRate DECIMAL(10, 2)
DECLARE @LastTimeEntryCharge DECIMAL(10, 2)
DECLARE @LastTimeEntryTask VARCHAR(6)
DECLARE @LastTimeEntryComment VARCHAR(1000)
DECLARE @LastTimeEntryFE VARCHAR(10)
DECLARE @TimeEntryTotalCharge DECIMAL(19, 2)
DECLARE @TimeEntryTotalTime INT
SELECT TOP (1)
@LastTimeEntryDate = TIE.[DATE],
@LastTimeEntryTime = TIE.[Time],
@LastTimeEntryRate = TIE.[Rate],
@LastTimeEntryCharge = TIE.[Charge],
@LastTimeEntryTask = TIE.[Task],
@LastTimeEntryComment = TIE.[Comment],
@LastTimeEntryFE = TIE.[FeeEarn]
FROM [dbo].[TimeEntry] TIE
WHERE TIE.[Matter] = @MatterCode
AND ( (TIE.[TimeOrCharge] = 'T')
OR (TIE.[TimeOrCharge] = 'C')) --**Changed fetch condition JIRA 1081 - arun
ORDER BY TIE.[Date] DESC,
TIE.[Time] DESC
SET @LastTimeEntryRate = ISNULL(@LastTimeEntryRate, 0)
SET @LastTimeEntryCharge = ISNULL(@LastTimeEntryCharge, 0)
-- Please see also: ky_NETFNMatterClosable. If you change any of these calculations,
-- ensure the ones in there are changed as well.
-- ky_NETPMatterClosable. If you change any of these calculations,
-- ensure the ones in there are changed as well.
-- ky_NETTLFetchTimeEntry. If you change any of these calculations,
-- ensure the ones in there are changed as well.
SELECT @TimeEntryTotalCharge = ISNULL(SUM(ISNULL(TIE.[Charge], 0)), 0),
@TimeEntryTotalTime = ISNULL(SUM(ISNULL(TIE.[TIME], 0)), 0),
@TotalCharge = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N'
THEN 0
ELSE ISNULL(TIE.[Charge], 0) END), 0),
@ChargeBal = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N'
THEN 0
WHEN @IsSAM4 = 1
AND ISNULL(TIE.[InvoiceNo], 0) <> 0
THEN 0
WHEN @IsSAM4 = 1
THEN ISNULL(TIE.[Charge], 0)
ELSE ISNULL(TIE.[Charge], 0) - ISNULL(TIE.[BilledAmount], 0) END), 0),
@TimeBal = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N'
THEN 0
WHEN @IsSAM4 = 1
AND ISNULL(TIE.[InvoiceNo], 0) <> 0
THEN 0
WHEN @IsSAM4 = 0
THEN CASE WHEN TIE.[Charge] = 0
THEN 0
ELSE CONVERT(INT,
FLOOR(CONVERT(DECIMAL(18, 2), TIE.[TIME])
* ( (TIE.[Charge] - TIE.[BilledAmount])
/
TIE.[Charge]))) END
ELSE ISNULL(TIE.[Time], 0) END), 0),
@TotalTime = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N'
THEN 0
ELSE ISNULL(TIE.[Time], 0) END), 0)
FROM [dbo].[TimeEntry] TIE
WHERE TIE.[Matter] = @MatterCode
AND ( (TIE.[TimeOrCharge] = 'T')
OR (TIE.[TimeOrCharge] = 'C')) --**Changed fetch condition JIRA 1081 - arun
DECLARE @DebtBal DECIMAL(19, 2)
DECLARE @OutlayBal DECIMAL(19, 2)
DECLARE @DebtBalDate DATETIME
DECLARE @OutlayBalDate DATETIME
DECLARE @ClientCurrent DECIMAL(19, 2)
DECLARE @ClientDeposit DECIMAL(19, 2)
-- Please see also: ky_NETFNMatterClosable. If you change any of these calculations,
-- ensure the ones in there are changed as well.
-- ky_NETTLFetchTimeEntry. If you change any of these calculations,
-- ensure the ones in there are changed as well.
-- To ensure SAM3 will retrieve these from [dbo].[matters]
SET @DebtBal = 0
SET @OutlayBal = 0
SET @ClientCurrent = 0
SET @ClientDeposit = 0
IF @IsSAM4 = 1
BEGIN
SET @NCOMMAND = N'
SELECT @DebtBal = CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(TRN.[DebtorsValue], 0)), 0)),
@DebtBalDate = MAX(CASE WHEN ISNULL(TRN.[DebtorsValue], 0) = 0 THEN NULL ELSE TRN.[TransDate] END),
@OutlayBal = CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(TRN.[OutlayValue], 0)), 0)),
@OutlayBalDate = MAX(CASE WHEN ISNULL(TRN.[OutlayValue], 0) = 0 THEN NULL ELSE TRN.[TransDate] END),
@ClientCurrent = CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(TRN.[ClientCurrent], 0)), 0)),
@ClientDeposit = CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(TRN.[ClientDeposit], 0)), 0))
FROM [dbo].[Transactions] TRN
WHERE TRN.[MatterCode] = @MatterCode
AND TRN.[Posted] = ''Y''
AND TRN.[RecType] <> ''V''
AND TRN.[CorrectionInd] = ''L'''
EXECUTE sp_executesql @NCOMMAND,
N'@MatterCode VARCHAR(20),
@DebtBal DECIMAL(19, 2) OUTPUT,
@DebtBalDate DATETIME OUTPUT,
@OutlayBal DECIMAL(19, 2) OUTPUT,
@OutlayBalDate DATETIME OUTPUT,
@ClientCurrent DECIMAL(19, 2) OUTPUT,
@ClientDeposit DECIMAL(19, 2) OUTPUT',
@MatterCode = @MatterCode,
@DebtBal = @DebtBal OUTPUT,
@DebtBalDate = @DebtBalDate OUTPUT,
@OutlayBal = @OutlayBal OUTPUT,
@OutlayBalDate = @OutlayBalDate OUTPUT,
@ClientCurrent = @ClientCurrent OUTPUT,
@ClientDeposit = @ClientDeposit OUTPUT
END
--Result Set 0
--Matter Data
SELECT RTRIM(ISNULL(MAT.[Code], '')) AS [Code],
RTRIM(ISNULL(MAT.[Description], '')) AS [Description],
RTRIM(ISNULL(MAT.[ClientCode], '')) AS [ClientCode],
RTRIM(ISNULL(CLT.[CLNAME], '')) AS [CLName],
RTRIM(ISNULL(CLT.[CLADDR], '')) AS [CLAddr],
RTRIM(ISNULL(MAT.[FECode], '')) AS [FECode],
RTRIM(ISNULL(HAN.[NAME], '')) AS [HandlerName],
RTRIM(ISNULL(MAT.[Dept], '')) AS [Dept],
RTRIM(ISNULL(DPT.[DESC], '')) AS [Desc],
RTRIM(MAT.WType) AS [WType],
RTRIM(ISNULL(WKT.[DESC], '')) AS [WorkType],
MAT.[Started] AS [Started],
MAT.[EstFee] AS [EstFee],
MAT.[ExpBillD] AS [ExpBillD],
CONVERT(DECIMAL(19, 2), CASE WHEN @DebtBal <> 0
THEN @DebtBal
ELSE ISNULL(MAT.[DebtBal], 0) END) AS [DebtBal],
CONVERT(DECIMAL(19, 2), CASE WHEN @OutlayBal <> 0
THEN @OutlayBal
ELSE ISNULL(MAT.[OutlayBal], 0) END) AS [OutlayBal],
MAT.[OutlayBud] AS [OutlayBud],
CONVERT(DECIMAL(19, 2), CASE WHEN @ClientCurrent <> 0
THEN @ClientCurrent + @ClientDeposit
WHEN @ClientDeposit <> 0
THEN @ClientCurrent + @ClientDeposit
ELSE ISNULL(MAT.[ClientBal], 0) END) AS [ClientBal],
CONVERT(DECIMAL(19, 2), CASE WHEN @ClientCurrent <> 0
THEN @ClientCurrent
ELSE ISNULL(MAT.[ClientCurBal], 0) END) AS [ClientCurBal],
CONVERT(DECIMAL(19, 2), CASE WHEN @ClientDeposit <> 0
THEN @ClientDeposit
ELSE ISNULL(MAT.[ClientDepBal], 0) END) AS [ClientDepBal],
MAT.[StatuteLimits] AS [StatuteLimits],
RTRIM(ISNULL(MAT.[User1], '')) AS [User1],
RTRIM(ISNULL(MAT.[User2], '')) AS [User2],
RTRIM(ISNULL(MAT.[User3], '')) AS [User3],
MAT.[Value] AS [Value],
@TimeBal AS [TimeBal],
CASE
WHEN
LEN(@TimeBal / 60) < 2
THEN
'0' + CAST(@TimeBal / 60 AS VARCHAR)
ELSE
CAST(@TimeBal / 60 AS VARCHAR)
END
+ ':'
+ SUBSTRING(CONVERT(VARCHAR(3), 100 + CONVERT(INT, @TimeBal) % 60), 2, 2) AS [TimeBalHours],
@ChargeBal AS [ChargeBal],
CASE
WHEN
LEN(@TotalTime / 60) < 2
THEN
'0' + CAST(@TotalTime / 60 AS VARCHAR)
ELSE
CAST(@TotalTime / 60 AS VARCHAR)
END
+ ':'
+ SUBSTRING(CONVERT(VARCHAR(3), 100 + CONVERT(INT, @TotalTime) % 60), 2, 2) AS [TotalHours],
@TotalCharge AS [TotalCharge],
MAT.[FileColour] AS [FileColour],
RTRIM(ISNULL(MAT.[OldRef], '')) AS [OldRef],
RTRIM(ISNULL(MAT.[Status], '')) AS [Status],
MAT.[StatuteLimits] AS [StatuteLims],
RTRIM(ISNULL(MAT.[Comment], '')) AS [Comment],
@DraftBillValue AS [DraftBillTotal],
@TIEDATE AS [LastBillDate],
@LDIADATE AS [LastActionDate],
RTRIM(ISNULL(@LDIAActionType, '')) AS [LastActionType],
RTRIM(ISNULL(@LDIATEXT1, '')) AS [LastActionText],
RTRIM(ISNULL(@LDIAFNCODE, '')) AS [LastActionFE],
@MDIADATE AS [LastMilestoneDate],
RTRIM(ISNULL(@MDIAActionType, '')) AS [LastMilestoneType],
RTRIM(ISNULL(@MDIATEXT1, '')) AS [LastMilestoneText],
RTRIM(ISNULL(@MDIAFNCODE, '')) AS [LastMilestoneFE],
@NDIADATE AS [NextActionDate],
RTRIM(ISNULL(@NDIAActionType, '')) AS [NextActionType],
RTRIM(ISNULL(@NDIATEXT1, '')) AS [NextActionText],
RTRIM(ISNULL(@NDIAFNCODE, '')) AS [NextActionFE],
@LastTimeEntryDate AS [LastTimeEntryDate],
@LastTimeEntryTime AS [LastTimeEntryTime],
@LastTimeEntryRate AS [LastTimeEntryRate],
@LastTimeEntryCharge AS [LastTimeEntryCharge],
@LastTimeEntryTask AS [LastTimeEntrytask],
@LastTimeEntryComment AS [LastTimeEntryComment],
@LastTimeEntryFE AS [LastTimeEntryFE],
@TimeEntryTotalCharge AS [TimeEntryTotalCharge],
@TimeEntryTotalTime AS [TotalTime],
STC.[DESCRIPTION] AS [StatusCodeDescription],
CSM.[CSWKTCODE] AS [CSWKTCode],
TMP.[WKDESC] AS [WKDesc],
CASE WHEN MAT.[ShowCommentInAlarm] = 'Y'
THEN 'True'
ELSE 'False' END AS [ShowCommentInAlarm],
RTRIM(ISNULL(FCL.[COLOURDESC], '')) AS [FileColourDescription],
ISNULL(FCL.[RGBColour], -1) AS [FileColourRGB],
@Section68 AS [Section68],
@IsApproved AS [IsApproved]
FROM dbo.[matters] MAT
LEFT JOIN dbo.[WorkTypes] WKT
ON WKT.[CODE] = MAT.[WType]
LEFT OUTER JOIN dbo.[Departments] DPT
ON DPT.[CODE] = MAT.[Dept]
LEFT OUTER JOIN dbo.[Handlers] HAN
ON HAN.[CODE] = MAT.[FECode]
LEFT OUTER JOIN dbo.[client] CLT
ON CLT.[CLCODE] = MAT.[ClientCode]
LEFT OUTER JOIN dbo.[StatusCodes] STC
ON STC.[CODE] = MAT.[Status]
LEFT OUTER JOIN dbo.[CaseMaster] CSM
LEFT OUTER JOIN dbo.[Templates] TMP
ON TMP.[WKCODE] = CSM.[CSWKTCODE]
ON CSM.[CSCODE] = MAT.[Code]
LEFT OUTER JOIN [dbo].[FileColours] FCL
ON FCL.[COLOURCODE] = MAT.[FileColour]
WHERE MAT.[Code] = @MatterCode
--Result Set 6
--Total Time [Activity]
SELECT
CASE
WHEN
LEN(TIES.[TOTALTIME] / 60) < 2
THEN
'0' + CAST(TIES.[TOTALTIME] / 60 AS VARCHAR)
ELSE
CAST(TIES.[TOTALTIME] / 60 AS VARCHAR)
END
+ ':'
+ SUBSTRING(CONVERT(VARCHAR(3), 100 + (TIES.[TOTALTIME] % 60)), 2, 2) AS [ActivityTotalTime],
TIES.[Value] AS [ActivityTotalValue]
FROM ( SELECT ISNULL(SUM(ISNULL(TIE.[TIME], 0)), 0) AS [TOTALTIME],
SUM(CONVERT(DECIMAL(18, 2), ISNULL(TIE.[Charge], 0))) AS [Value]
FROM [dbo].[matters] MAT
INNER JOIN [dbo].[TimeEntry] TIE
ON TIE.[MATTER] = MAT.[Code]
WHERE TIE.[MATTER] = @MatterCode
AND ( (TIE.[TimeOrCharge] = 'T')
OR (TIE.[TimeOrCharge] = 'C'))
AND TIE.[TASK] <> 'WRI') TIES
--Result Set 7
--Write off time
SELECT TIES.[WriteOffValue] As [WriteOffValue]
FROM ( SELECT SUM(CONVERT(DECIMAL(18, 2), ISNULL(TIE.[Charge], 0))) AS [WriteOffValue]
FROM [dbo].[matters] MAT
INNER JOIN [dbo].[TimeEntry] TIE
ON TIE.[MATTER] = MAT.[Code]
WHERE TIE.[MATTER] = @MatterCode
AND ( (TIE.[TimeOrCharge] = 'T')
OR (TIE.[TimeOrCharge] = 'C'))
AND TIE.[Task] = 'WRI') TIES
-- PLEASE NOTE THAT THE CALCULATION BELOW IS ALSO USED IN ky_NETTLFetchTimeEntry, so
-- please modify both procedures if this needs to be changed.
-- Result Set 10
-- The fees issued to date
IF @IsSAM4 = 0
BEGIN
SET @NCOMMAND = N'
SELECT ISNULL(SUM((CASE WHEN HED.[INVCR] = ''I''
THEN TRN.[VALUE]
ELSE TRN.[VALUE] * - 1 END)), 0) AS [FeesIssued]
FROM [dbo].[BatchH] HED
INNER JOIN [dbo].[BatchDetails] TRN
ON TRN.[BATCHNO] = HED.[BATCHNO]
WHERE HED.[MATTER] = @MatterCode
AND HED.[POSTED] = ''Y''
AND TRN.[TYPE] = ''I''
AND TRN.[OUTLAY] = ''F'''
END
ELSE
BEGIN
SET @NCOMMAND = N'
DECLARE @TotalFeesBilled DECIMAL(22, 2)
SELECT @TotalFeesBilled = ISNULL(SUM(ISNULL(TRN.[FeesBilled], 0) * ISNULL(TRN.[DrCr], 1) * (-1)), 0)
FROM [dbo].[TransactionsHeaders] HED
INNER JOIN [dbo].[Transactions] TRN
ON TRN.[BatchNo] = HED.[BatchNo]
AND TRN.[RecType] = ''D''
AND TRN.[LineType] = ''F''
AND TRN.[XnType] = ''I''
AND TRN.[Posted] = ''Y''
AND ( TRN.[CorrectionInd] = ''L''
OR TRN.[CorrectionInd] = ''X'')
WHERE HED.[MatterCode] = @MatterCode
--values imported from Axxia
SELECT @TotalFeesBilled = @TotalFeesBilled + ISNULL(SUM(ISNULL(TRN.[FeesBilled], 0) * ISNULL(TRN.[DrCr], 1) * (-1)), 0)
FROM [dbo].[Transactions] TRN
LEFT OUTER JOIN [dbo].[TransactionsHeaders] HED
ON HED.[BatchNo] = TRN.[BatchNo]
WHERE TRN.[MatterCode] = @MatterCode
AND TRN.[RecType] = ''D''
AND TRN.[LineType] = ''F''
AND TRN.[XnType] = ''I''
AND TRN.[Posted] = ''Y''
AND ( TRN.[CorrectionInd] = ''L''
OR TRN.[CorrectionInd] = ''X'')
AND HED.[BatchNo] IS NULL
SELECT @TotalFeesBilled AS [FeesIssued]'
END
EXECUTE sp_executesql @NCOMMAND, N'@MatterCode VARCHAR(20)', @MatterCode = @MatterCode
-- Result Set 11
-- Current outstanding fees
IF @IsSAM4 = 0
BEGIN
SET @NCOMMAND = N'
SELECT CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(DTL.[OSFees], 0)), 0)) AS [OSFees]
FROM [dbo].[DebtorsLedger] DTL
WHERE DTL.[matter] = @MatterCode'
END
ELSE
BEGIN
SET @NCOMMAND = N'
SELECT CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(TRN.[FeesOS], 0)), 0)) AS [OSFees]
FROM [dbo].[Transactions] TRN
WHERE TRN.[MatterCode] = @MatterCode
AND TRN.[Posted] = ''Y''
AND TRN.[RecType] <> ''V''
AND TRN.[CorrectionInd] = ''L'''
END
EXECUTE sp_executesql @NCOMMAND, N'@MatterCode VARCHAR(20)', @MatterCode = @MatterCode
SELECT @IsSAM4 AS [IsSAM4]
END
GO
IF OBJECT_ID(N'KEYHM_GetMobileSettings',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KEYHM_GetMobileSettings]
GO
CREATE PROCEDURE [dbo].[KEYHM_GetMobileSettings]
(
@keyname VARCHAR(50)
)
AS
/*******************************************************************************************************
* This sp is used to store the scancapture setting *
* *
* Stored Procedure Name : [dbo].[KEYHM_GetMobileSettings] *
* Copied from : [dbo].[ky_NETGetSettings] *
* *
* Modification History: *
* 2022-06-03 Vignesh M Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON;
DECLARE @value VARCHAR(100)
SELECT @value = [SET].[KeyValue]
FROM [dbo].[Settings] [SET]
WHERE [SET].[KeyName] = @keyname
SET @value = ISNULL(@value, '')
SELECT @value AS [KeyValue]
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_GetMostRecentMatterHeader'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_GetMostRecentMatterHeader]
END
GO
CREATE PROCEDURE [KEYHM_GetMostRecentMatterHeader]
(@handler VARCHAR(10))
AS
/*******************************************************************************************************
* Get the Header details for the Most Recent Matter for a handler *
* *
* Stored Procedure Name : [dbo].[KEYHM_GetMostRecentMatterHeader] *
* Copied from : [dbo].[ky_NETPGetMostRecentMatterHeader] *
* *
* Modification History : *
* 2019-04-12 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SELECT TOP 1
[KHD].[CODE],
[KHD].[ClientCode],
[KHD].[MatterNo],
[KHD].[YourRef],
[KHD].[DESCRIPTION],
[KHD].[FECode],
[KHD].[FEName],
[KHD].[Name],
[KHD].[TelNo],
[KHD].[Address],
[KHD].[Closed],
[KHD].[TOOLTIP],
[KHD].[IsChildcare],
[KHD].[User1],
[KHD].[User2],
[KHD].[User3],
[KHD].[Partner],
[KHD].[PartnerName],
[KHD].[CompBillingMatter],
[KHD].[MatterUniqueID]
FROM [dbo].[RecentMatterList] [RML]
CROSS APPLY [dbo].[KEYHM_FN_MatterHeaderDetails]([RML].[MATTER]) [KHD]
WHERE [RML].[FEE] = @handler
ORDER BY [RML].[DateField] DESC
END
GO
IF OBJECT_ID(N'KEYHM_GetMyDayBook', N'P') IS NOT NULL
BEGIN
DROP PROCEDURE [dbo].[KEYHM_GetMyDayBook]
END
GO
CREATE PROCEDURE [dbo].[KEYHM_GetMyDayBook]
(@FECode VARCHAR(10),
@Post CHAR(1) = 'N',
@Handler NVARCHAR(10),
@Key NVARCHAR(100),
@SearchText VARCHAR(4000) = '',
@PageNumber INT = NULL,
@PageSize INT = NULL,
@SortColumn VARCHAR(50) = NULL,
@SortDirection VARCHAR(10) = NULL)
AS
/*******************************************************************************************************
* Gets the Day Book *
* *
* Stored Procedure Name : [dbo].[KEYHM_GetMyDayBook] *
* Copied from : [dbo].[ky_NETGetMyDayBook] *
* *
* Modification History: *
* 2019-04-23 Vinodhan K Created *
* 2019-07-02 Vinodhan K Case Time format has been modifed to "00:00" *
*******************************************************************************************************/
BEGIN
DECLARE @StartRow INT;
DECLARE @EndRow INT;
SET @PageNumber = ISNULL(@PageNumber, 0) - 1; -- 0 BASED INDEX
IF(@PageNumber > -1)
BEGIN
SET @StartRow = ((@PageNumber) * @PageSize) + 1;
SET @EndRow = (@StartRow + @PageSize) - 1;
END
IF(@SortColumn = '' OR @SortColumn = NULL)
BEGIN
SET @SortColumn = 'Row_Number'
END
IF(@SortDirection = '' OR @SortDirection = NULL)
BEGIN
SET @SortDirection = 'ASC'
END
DECLARE @DayBookValue INT
SELECT
@DayBookValue = ISNULL(SUM([TDB].[Time]), 0)
FROM
[dbo].[Timedaybook] [TDB] WITH (NOLOCK)
WHERE
[TDB].[FeeEarn] = @FECode
IF(@DayBookValue = 0)
BEGIN
SET @DayBookValue=1
END
DECLARE @DAYBOOK TABLE
([Row_Number] INT IDENTITY(1, 1) NOT NULL,
[Time] INT NOT NULL,
[CaseTime] VARCHAR(60) NOT NULL,
[MatterDetails] VARCHAR(500) NOT NULL,
[Progress] INT NOT NULL,
[StopwatchStatus] INT NOT NULL,
[RecordID] INT NOT NULL PRIMARY KEY,
[DATE] DATETIME NOT NULL,
[MATTER] VARCHAR(20) NOT NULL,
[DisplayMatter] VARCHAR(20) NOT NULL,
[Name] VARCHAR(256) NOT NULL,
[COMMENT] VARCHAR(1000) NOT NULL,
[CHARGE] DECIMAL(10, 2) NOT NULL,
[TimeOrCharge] VARCHAR(1) NOT NULL,
[Post] VARCHAR(1) NOT NULL)
DECLARE @DAYBOOKSUM TABLE
([id] INT IDENTITY(1, 1) NOT NULL PRIMARY KEY,
[RecordID] INT NOT NULL,
[Time] INT NOT NULL,
[OriginalTime] INT NOT NULL,
[TotalTimeMinusOne] INT NOT NULL)
INSERT
INTO @DAYBOOK
([Time],
[CaseTime],
[MatterDetails],
[Progress],
[StopwatchStatus],
[RecordID],
[DATE],
[MATTER],
[DisplayMatter],
[Name],
[COMMENT],
[CHARGE],
[TimeOrCharge],
[Post])
SELECT
[TDB].[Time],
CASE
WHEN
[TDB].[Time] < 0
THEN
'-'
ELSE
''
END
+
--RIGHT('00' + CAST(FLOOR(ABS([TDB].[Time]) / 60) AS VARCHAR), 3)
--SUBSTRING(CONVERT(VARCHAR, FLOOR(ABS([TDB].[Time]) / 60)), LEN(CONVERT(VARCHAR, FLOOR(ABS([TDB].[Time]) / 60))) - 1, 2)
CASE
WHEN
LEN(FLOOR(ABS([TDB].[Time]) / 60)) < 2
THEN
'0' + CAST(FLOOR(ABS([TDB].[Time])) / 60 AS VARCHAR)
ELSE
CAST(FLOOR(ABS([TDB].[Time])) / 60 AS VARCHAR)
END
+
':'
+
SUBSTRING
(
CONVERT(VARCHAR, 100 + ABS([TDB].[Time]) % 60),
LEN(CONVERT(VARCHAR, 100 + ABS([TDB].[Time]) % 60)) - 1,
2
) AS [CaseTime],
[dbo].[KEYHM_FN_RemoveSpuriousWhitespace] --2018-03-12
(
RTRIM(ISNULL([CON].[Name], ''))
+
' '
+
RTRIM(ISNULL([MAT].[Description], '')),
500
) AS [MatterDetails],
0 AS [Progress],
ISNULL([TDB].[StopwatchStatus], 0) AS [StopwatchStatus],
[TDB].[RecordID] AS [RecordID],
[TDB].[Date] AS [DATE],
[TDB].[Matter] AS [Matter],
CASE
WHEN
[TDB].[Matter] = '~'
THEN
'Admin Time'
ELSE
[TDB].[Matter]
END AS [DisplayMatter],
RTRIM(ISNULL([CON].[Name],'')) AS [Name],
RTRIM(ISNULL([TDB].[Comment], '')) AS [COMMENT],
[TDB].[Charge] AS [CHARGE],
UPPER([TDB].[TimeOrCharge]) AS [TimeorCharge],
CASE
WHEN
RTRIM(UPPER(ISNULL([TDB].[Post], ''))) = 'N'
THEN
'N'
ELSE
'Y'
END AS [Post]
FROM
[dbo].[TimeDayBook] [TDB] WITH (NOLOCK)
LEFT OUTER JOIN
[dbo].[matters] [MAT] WITH (NOLOCK)
ON
[MAT].[Code] = [TDB].[Matter]
LEFT OUTER JOIN
[dbo].[Contacts] [CON] WITH (NOLOCK)
ON
[CON].[Code] = [MAT].[ClientCode]
WHERE
(
RTRIM(ISNULL([CON].[Name],'')) LIKE '%' + @SearchText + '%'
OR
RTRIM(ISNULL([MAT].[Description],'')) LIKE '%' + @SearchText + '%'
OR
RTRIM(ISNULL([TDB].[Matter],'')) LIKE '%' + @SearchText + '%'
OR
RTRIM(ISNULL([TDB].[Comment],'')) LIKE '%' + @SearchText + '%'
)
AND
[TDB].[FeeEarn] = @FECode
AND
ISNULL([TDB].[Post], 'Y') IN ('Y', @Post)
ORDER BY
[TDB].[RecordID]
INSERT INTO @DAYBOOKSUM
([RecordID],
[Time],
[OriginalTime],
[TotalTimeMinusOne])
SELECT [TDB].[RecordID],
0,
ISNULL([TDB].[Time], 0),
0
FROM
@DAYBOOK [TDB]
ORDER BY
[TDB].[RecordID]
DECLARE @TOTALTIME INT
SET @TOTALTIME = 0
UPDATE [DBS]
SET @TOTALTIME = @TOTALTIME + ISNULL([DBSPREV].[OriginalTime], 0),
[DBS].[TotalTimeMinusOne] = @TOTALTIME
FROM @DAYBOOKSUM [DBS]
LEFT OUTER JOIN @DAYBOOKSUM [DBSPREV]
ON [DBSPREV].[id] = [DBS].[id] - 1
UPDATE [DBS]
SET [DBS].[Time] = [DBS].[OriginalTime] + [DBS].[TotalTimeMinusOne]
FROM @DAYBOOKSUM [DBS]
-- This will guarantee that the percentages in [Progress] will always add up to exactly 100
UPDATE [TDB]
SET [TDB].[Progress]
= CONVERT(INT, ROUND((CONVERT(FLOAT, [TDBS].[Time]) / CONVERT(FLOAT, @DayBookValue)) * CONVERT(FLOAT, 100), 0)) --The current cumulative percentage
- CONVERT(INT, ROUND((CONVERT(FLOAT, [TDBS].[Time] - [TDB].[Time]) / CONVERT(FLOAT, @DayBookValue)) * CONVERT(FLOAT, 100), 0)) -- minus the last cumulative percentage
FROM @DAYBOOKSUM [TDBS]
INNER JOIN @DAYBOOK [TDB]
ON [TDB].[RecordID] = [TDBS].[RecordID]
--CROSS APPLY (SELECT ISNULL(SUM([TDBP].[Time]), 0) AS [Time]
-- FROM @DAYBOOK [TDBP]
-- WHERE [TDBP].[RecordID] <= [TDB].[RecordID]) [TDBS]
SELECT
[TDB].[Row_Number],
[TDB].[Time],
[TDB].[CaseTime],
[TDB].[MatterDetails],
[TDB].[Progress],
[TDB].[StopwatchStatus],
[TDB].[RecordID],
CONVERT(NVARCHAR(30),[TDB].[DATE],23) AS [DATE],
[TDB].[MATTER],
[TDB].[DisplayMatter],
[TDB].[Name],
[TDB].[COMMENT],
[TDB].[CHARGE],
[TDB].[TimeOrCharge],
[TDB].[Post]
FROM
@DAYBOOK [TDB]
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
ORDER BY
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Row_Number' THEN [Row_Number]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Row_Number' THEN [Row_Number]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Date' THEN [DATE]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Date' THEN [DATE]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'DisplayMatter' THEN [DisplayMatter]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'DisplayMatter' THEN [DisplayMatter]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Name' THEN [Name]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Name' THEN [Name]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'MatterDetails' THEN [MatterDetails]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'MatterDetails' THEN [MatterDetails]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Comment' THEN [Comment]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Comment' THEN [Comment]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Charge' THEN [Charge]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Charge' THEN [Charge]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'CaseTime' THEN [CaseTime]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'CaseTime' THEN [CaseTime]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Progress' THEN [Progress]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Progress' THEN [Progress]
END
END DESC
SELECT
[TDB].[Rec_Irr] AS [ChargeType],
CASE WHEN SUM([TDB].[Time]) < 0 THEN '-' ELSE '' END
+ CASE WHEN ABS(FLOOR(SUM([TDB].[Time]) / 60.0)) < 10 THEN '0' ELSE '' END
+ CONVERT(VARCHAR, ABS(FLOOR(SUM([TDB].[Time]) / 60)))
+ ':'
+ RIGHT('00' + CONVERT(VARCHAR, ABS(FLOOR(SUM([TDB].[Time]))) % 60), 2) AS [CaseTime]
FROM
[dbo].[TimeDayBook] [TDB] WITH (NOLOCK)
WHERE
[TDB].[FeeEarn] = @FECode
AND
ISNULL([TDB].[Post], 'Y') IN ('Y', @Post)
GROUP BY
[TDB].[Rec_Irr]
ORDER BY
[TDB].[Rec_Irr]
SELECT @DayBookValue AS DayBookValue
EXECUTE [dbo].[KEYHM_GetUserSettings] @Handler, @Key
SELECT
COUNT([Row_Number])
FROM
@DAYBOOK
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = 'KEYHM_GetNextActionID'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_GetNextActionID]
END
GO
CREATE PROCEDURE
[dbo].[KEYHM_GetNextActionID]
AS
/*******************************************************************************************************
* Dummy Procedure in preparation for the use of the DiarySeed table *
* *
* Stored Procedure Name : [dbo].[KEYHM_GetNextActionID] *
* Copied from : [dbo].[ky_NETGetNextActionID] *
* *
* Modification History : *
* 2019-04-11 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
--Old code START
--DECLARE @nextVAL INT
--DECLARE @delVAL INT
--SELECT @nextVAL = ISNULL(MAX(DIA.[ActionID]), 0) + 1
-- FROM [dbo].[diary] DIA
--SELECT @delVAL = ISNULL(MAX(DIA.[ActionID]), 0) + 1
-- FROM [dbo].[DiaryDeletionLog] DIA
--IF (@delVAL > @nextVAL)
-- BEGIN
-- SET @nextVAL = @delVAL
-- END
--RETURN @nextVAL
--Old code END
DECLARE @MaxActionID INT
DECLARE @bsuccess BIT
SET @bsuccess = 0
WHILE (@bsuccess = 0)
BEGIN
BEGIN TRY
INSERT
INTO [dbo].[diaryids] DEFAULT VALUES
SET @MaxActionID = SCOPE_IDENTITY()
SET @bsuccess = 1
END TRY
BEGIN CATCH
SET @bsuccess = 0
END CATCH
END
-- This while loop handles the possibility that a piece of legacy code uses the OLD mechanism
WHILE EXISTS
(SELECT TOP 1 1
FROM [dbo].[diary] [DIA]
WHERE [DIA].[ACTIONID] = @MaxActionID)
BEGIN
SET @bsuccess = 0
WHILE (@bsuccess = 0)
BEGIN
BEGIN TRY
INSERT
INTO [dbo].[diaryids] DEFAULT VALUES
SET @MaxActionID = SCOPE_IDENTITY()
SET @bsuccess = 1
END TRY
BEGIN CATCH
SET @bsuccess = 0
END CATCH
END
END
DELETE [dbo].[diaryids]
RETURN @MaxActionID
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_GetNextDocumentVersion'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_GetNextDocumentVersion]
END
GO
CREATE PROCEDURE
[dbo].[KEYHM_GetNextDocumentVersion]
(@TrackReference INT,
@Comment VARCHAR(MAX))
AS
/*************************************************************************************************************
* *
* [dbo].[KEYHM_GetNextDocumentVersion] *
* *
* Inserts a row for the next version of a document and return the new row including the id. After calling *
* this procedure the calling software will copy files to their new locations, and if that fails it will *
* delete the newly created line as a "rollback" using ky_NETSPDeleteDocumentVersion *
* *
* Compatibility information - PLEASE update older versions if necessary to ensure the compatible software *
* remains fully functional *
* ***************************************************************************************************** *
* * * *
* * Supersedes: - * *
* * First compatible version: 5.5.1.2 * *
* * Last compatible software version: - * *
* * Superseded by: - * *
* * * *
* ***************************************************************************************************** *
* *
* Modification History *
* 2017-06-30 Pino Carafa Created *
* 2017-10-02 Pino Carafa Access Logging *
* 2019-03-20 Pino Carafa Azure compatibility *
* 2019-10-09 John Ginnane KEYD-6197 - Replaced sysprocesses code with function *
* 2020-10-19 Pino Carafa Make sure it doesn't try to write a null timestamp *
* 2021-01-22 Kowshik.R Stored Procedure taken from ky_NETSPGetNextDocumentVersion *
*************************************************************************************************************/
BEGIN
SET NOCOUNT ON
DECLARE @MaxVersion INT
DECLARE @FilePath VARCHAR(255)
SELECT @MaxVersion = ISNULL(MAX([DATV].[Version]), 0)
FROM [dbo].[DiaryAttachments] [DAT]
LEFT OUTER JOIN [dbo].[DiaryAttachmentVersioning] [DATV]
ON [DATV].[TrackReference] = [DAT].[TrackReference]
WHERE [DAT].[TrackReference] = @TrackReference
SELECT @FilePath
= CASE WHEN UNC.[UNC] IS NULL
THEN RTRIM(ISNULL(ISNULL([DXR].[FilePath],
[DAT].[FilePath]), ''))
ELSE UNC.[UNC]
+ SUBSTRING(RTRIM(ISNULL(ISNULL([DXR].[FilePath],
[DAT].[FilePath]),
'')),
3,
LEN(RTRIM(ISNULL(ISNULL([DXR].[FilePath],
[DAT].[FilePath]),
''))) - 2) END
FROM [dbo].[DiaryAttachments] [DAT]
LEFT OUTER JOIN [dbo].[DAIMXRef] [DXR]
ON [DXR].[TrackReference] = [DAT].[TrackReference]
LEFT OUTER JOIN [dbo].[UNCAlias] UNC
ON SUBSTRING(ISNULL([DXR].[FilePath],
[DAT].[FilePath]),
2,
1) = ':'
AND UNC.[Drive] = SUBSTRING(ISNULL([DXR].[FilePath],
[DAT].[FilePath]),
1,
1)
WHERE [DAT].[TrackReference] = @TrackReference
SELECT @FilePath = REVERSE(@FilePath)
DECLARE @DOTPOS INT
SET @DOTPOS = CHARINDEX('.', @FilePath)
IF @DOTPOS = 0
BEGIN
SET @FilePath = REVERSE(@FilePath) + '_V' + CONVERT(VARCHAR, @MaxVersion)
END
ELSe
BEGIN
SET @FilePath = REVERSE(SUBSTRING(@FilePath, @DOTPOS + 1, LEN(@FilePath) - @DotPos)) + '_V' + CONVERT(VARCHAR, @MaxVersion + 1) + REVERSE(SUBSTRING(@FilePath, 1, @DOTPOS))
END
DECLARE @Handler VARCHAR(10)
SET @Handler = [dbo].[ky_NETFNGetLoggedOnHandler]()
INSERT
INTO [dbo].[DiaryAttachmentAccess]
([TrackReference],
[Handler],
[Comment])
SELECT @TrackReference,
@Handler,
'Inserted New Version ' + Convert(VARCHAR(10), @MaxVersion + 1)
FROM [dbo].[DiaryAttachments] [DAT]
WHERE [DAT].[TrackReference] = @TrackReference
INSERT
INTO [dbo].[DiaryAttachmentVersioning]
([TrackReference],
[IMDocID],
[Version],
[FilePath],
[Comments],
[TimeStamp],
[Handler])
SELECT [DAT].[TrackReference] AS [TrackReference],
ISNULL([DXR].[IMDocID], '') AS [IMDocID],
@MaxVersion + 1 AS [Version],
@FilePath AS [FILEPATH],
@Comment AS [Comments],
ISNULL(ISNULL([DAT].[LASTACCESSDATE], [DAT].[DATEENTERED]), GETDATE()) AS [TimeStamp],
[DAT].[ENTEREDBY] AS [Handler]
FROM [dbo].[DiaryAttachments] [DAT]
LEFT OUTER JOIN [dbo].[DAIMXRef] [DXR]
ON [DXR].[TrackReference] = [DAT].[TrackReference]
WHERE [DAT].[TrackReference] = @TrackReference
SELECT TOP 1
[DATV].[id],
[DATV].[TrackReference],
[DATV].[IMDocID],
[DATV].[Version],
[DATV].[Comments],
[DATV].[FilePath],
[DATV].[TimeStamp],
[DATV].[Handler]
FROM [dbo].[DiaryAttachmentVersioning] [DATV]
WHERE [DATV].[TrackReference] = @TrackReference
ORDER BY [DATV].[Version] DESC
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_GetNextTrackReferenceInDiaryAttachments'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_GetNextTrackReferenceInDiaryAttachments]
END
GO
CREATE PROCEDURE
[dbo].[KEYHM_GetNextTrackReferenceInDiaryAttachments]
AS
/*******************************************************************************************************
* Gets next available track referene number *
* *
* Stored Procedure Name : [dbo].[KEYHM_GetNextTrackReferenceInDiaryAttachments] *
* Copied from : [dbo].[spGetNextTrackReferenceInDiaryAttachments] *
* *
* Modification History : *
* 2019-04-10 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
DECLARE @TrackReference INT
EXEC @TrackReference = [dbo].[ky_NETGetNextTrackReference]
SELECT @TrackReference AS [TRACKREFERENCE]
--SELECT
-- ISNULL(MAX(TRACKREFERENCE), 0)+1 AS TRACKREFERENCE
--FROM
-- dbo.DiaryAttachments --ORDER BY TRACKREFERENCE DESC
END
GO
IF OBJECT_ID(N'KEYHM_GetTaskList',N'P')IS NOT NULL
DROP PROCEDURE KEYHM_GetTaskList
GO
CREATE PROCEDURE [dbo].[KEYHM_GetTaskList]
(@HandlerID VARCHAR(10) = NULL,
@FromDate DATETIME = NULL,
@ToDate DATETIME = NULL,
@TaskListMode BIT,
@TeamID VARCHAR(10) = NULL,
@IsOutstandingOnly BIT = 1,
@BitWiseID BIGINT,
@From INT = 0,
@To INT = 5000,
@TaskType VARCHAR(20) = '',
@PageNumber INT = NULL,
@PageSize INT = NULL,
@SearchText VARCHAR(4000) = NULL,
@ActionType VARCHAR(4000) = NULL,
@Priority VARCHAR(4000) = NULL,
@Flag VARCHAR(4000) = NULL,
@SortColumn VARCHAR(50) = NULL,
@SortDirection VARCHAR(10) = NULL,
@TotalRecords INT = 1 OUT,
@userprompt1 VARCHAR(MAX) = 'USERPROMPT1' OUT,
@userprompt2 VARCHAR(MAX) = 'USERPROMPT2' OUT,
@userprompt3 VARCHAR(MAX) = 'USERPROMPT3' OUT)
AS
/*****************************************************************************************************************
* *
* Get the task list for the framework's main Task screen *
* *
* Stored Procedure Name : [dbo].[KEYHM_GetTaskList] *
* Copied from : [dbo].[ky_NETGetTaskList] *
* *
* Modification History: *
* 2018-12-03 Vinodhan K Created *
* 2019-01-29 Vinodhan K Paging added *
* 2019-04-09 Vinodhan K Sorting of few columns have been implemeneted *
* 2019-04-30 Arun V KEYHM-402 Issue corrected. If SortColumn and SortDirection not *
specified then make these column as empty string, so sorting will not *
perform. default sorting condition will apply. *
ORDER BY DEL.[HANDLER] DESC, *
DEL.[DATE] DESC, *
DEL.[TIME] DESC, *
DEL.[AssignNo] DESC *
* 2019-11-18 Vinodhan K FNName will be fecthed from [Handlers] table instead of [FeeEarnerCodes] *
* 2020-03-19 Prabhu V SP Optimized *
* 2020-03-28 Prabhu V Optimized SP not working properly for Outstanding and Over due tasks *
Issue Fixed *
* 2020-03-30 Ganapathy T Like Search functionality implemented *
* 2020-04-08 Prabhu V SP Optimized to Load Data with in a second *
* 2020-05-04 Arun randomly record got changed issue fixed.KEYHM-588 *
* *
******************************************************************************************************************/
BEGIN
--Insert into LogTable(LogInfo, Module) values
--(
--'@HandlerID '+isnull(convert(nvarchar(500), @HandlerID ),'')+
--'@FromDate '+isnull(convert(nvarchar(500), @FromDate ),'')+
--'@ToDate '+isnull(convert(nvarchar(500), @ToDate ),'')+
--'@TaskListMode '+isnull(convert(nvarchar(500), @TaskListMode ),'')+
--'@TeamID '+isnull(convert(nvarchar(500), @TeamID ),'')+
--'@IsOutstandingOnly '+isnull(convert(nvarchar(500), @IsOutstandingOnly ),'')+
--'@BitWiseID '+isnull(convert(nvarchar(500), @BitWiseID ),'')+
--'@From '+isnull(convert(nvarchar(500), @From ),'')+
--'@To '+isnull(convert(nvarchar(500), @To ),'')+
--'@TaskType '+isnull(convert(nvarchar(500), @TaskType ),'')+
--'@PageNumber '+isnull(convert(nvarchar(500), @PageNumber ),'')+
--'@PageSize '+isnull(convert(nvarchar(500), @PageSize ),'')+
--'@SearchText '+isnull(convert(nvarchar(500), @SearchText ),'')+
--'@ActionType '+isnull(convert(nvarchar(500), @ActionType ),'')+
--'@Priority '+isnull(convert(nvarchar(500), @Priority ),'')+
--'@Flag '+isnull(convert(nvarchar(500), @Flag ),'')+
--'@SortColumn '+isnull(convert(nvarchar(500), @SortColumn ),'')+
--'@SortDirection '+isnull(convert(nvarchar(500), @SortDirection ),'')+
--'@TotalRecords '+isnull(convert(nvarchar(500), @TotalRecords ),'')+
--'@userprompt1 '+isnull(convert(nvarchar(500), @userprompt1 ),'')+
--'@userprompt2 '+isnull(convert(nvarchar(500), @userprompt2 ),'')+
--'@userprompt3 '+isnull(convert(nvarchar(500), @userprompt3 ),'')
--,'My Task')
DECLARE @StartRow INT;
DECLARE @EndRow INT;
IF(@SortColumn = '' OR @SortColumn = NULL)
BEGIN
SET @SortColumn = ''
END
IF(@SortDirection = '' OR @SortDirection = NULL)
BEGIN
SET @SortDirection = ''
END
IF REPLACE(RTRIM(ISNULL(@SearchText, '')), '%', '') = ''
BEGIN
SET @SearchText = NULL
END
IF @SearchText IS NOT NULL AND CHARINDEX('%', @SearchText) = 0
BEGIN
SET @SearchText = '%' + @SearchText + '%';
END
SET NOCOUNT ON
DECLARE @ShowFromToSynopsis BIT
SET @ShowFromToSynopsis = CASE WHEN ISNULL((SELECT TOP 1
[SET].[KeyValue]
FROM [dbo].[Settings] [SET]
WHERE [SET].[KeyName] = 'ShowFromToSynopsis'),
'True') = 'False'
THEN 0
ELSE 1 END
SET @BitWiseID = ISNULL(@BitWiseID, CONVERT(BIGINT, 0))
DECLARE @DELS TABLE( [ID] INT NOT NULL IDENTITY(1,1),
[DATE] DATETIME,
[TIME] VARCHAR(10) ,
[AssignNo] INT ,
[ACTIONID] INT ,
[STATUS] SMALLINT,
[HANDLER] VARCHAR(10) ,
[TEAM] VARCHAR(10) ,
[FromHandler] VARCHAR(10) ,
[DelType] VARCHAR(15) ,
[OWNER] CHAR(1) ,
[DELEGATESTATUS] SMALLINT ,
[PRIORITY] VARCHAR(1),
[diaryDATE] DATETIME,
[CASECODE] VARCHAR(20),
[DisplayText] VARCHAR(200),
[diarySTATUS] SMALLINT,
[HIGHLIGHTED] VARCHAR(1),
[diaryACTIONID] INT,
[PROCESSSTATUS] SMALLINT,
[DELEGATIONSTATUS] INT ,
[WORKPROCESS] SMALLINT,
[IMAGENO] INT,
[Flag] TINYINT,
[ACTIONTYPE] VARCHAR(1) ,
[PROCESSTYPE] VARCHAR(1),
[EMAILADDRESS] VARCHAR(150),
[Subject] VARCHAR(500),
[AddressTo] VARCHAR(2000),
[TEXT1] VARCHAR(max),
[DUEDATE] DATETIME,
[ACTIONCODE] VARCHAR(15),
[DRAFTBILLNO] INT,
[DYStartTime] VARCHAR(10),
[DYENDTIME] VARCHAR(10),
[CreationDate] DATETIME,
[Delegatedfnr] VARCHAR(10),
[ACTIONSTATUS] VARCHAR(3) ,
[FNCODE] VARCHAR(10),
[User1] VARCHAR(100),
[User2] VARCHAR(100),
[User3] VARCHAR(100),
[YourRef] VARCHAR(100),
[OldRef] VARCHAR(12),
[Description] VARCHAR(200),
[ChargeArrangement] CHAR(3),
[ClientCode] VARCHAR(8),
[FileColour] CHAR(3),
[FECode] VARCHAR(10),
[Secretary] VARCHAR(10),
[Partner] VARCHAR(10),
[Synopsis] VARCHAR(max),
[TotalRowsCount] Int)
INSERT into @DELS
SELECT ISNULL([DEL].[DATE], '18000101') DATE,
ISNULL([DEL].[TIME], '') TIME,
[DEL].[AssignNo],
[DEL].[ACTIONID],
ISNULL([DEL].[STATUS], 0) STATUS,
[DEL].[HANDLER],
[DEL].[TEAM],
[DEL].[FromHandler],
[DEL].[DelType],
[DEL].[OWNER],
[DEL].[DELEGATESTATUS],
[DIA].[PRIORITY],
[DIA].[DATE] AS diaryDATE,
[DIA].[CASECODE],
[DIA].[DisplayText],
[DIA].[STATUS] AS diarySTATUS,
[DIA].[HIGHLIGHTED],
[DIA].[ACTIONID] AS diaryACTIONID,
[DIA].[PROCESSSTATUS],
[DIA].[DELEGATIONSTATUS],
[DIA].[WORKPROCESS],
[DIA].[IMAGENO],
[DIA].[Flag],
[DIA].[ACTIONTYPE],
[DIA].[PROCESSTYPE],
[DIA].[EMAILADDRESS],
[DIA].[Subject],
[DIA].[AddressTo],
[DIA].[TEXT1],
[DIA].[DUEDATE],
[DIA].[ACTIONCODE],
[DIA].[DRAFTBILLNO],
[DIA].[DYStartTime],
[DIA].[DYENDTIME],
[DIA].[CreationDate],
[DIA].[Delegatedfnr],
[DIA].[ACTIONSTATUS],
[DIA].[FNCODE],
[MAT].[User1],
[MAT].[User2],
[MAT].[User3],
[MAT].[YourRef],
[MAT].[OldRef],
[MAT].[Description],
[MAT].[ChargeArrangement],
[MAT].[ClientCode],
[MAT].[FileColour],
[MAT].[FECode],
[MAT].[Secretary],
[MAT].[Partner],
CASE
WHEN RTRIM(ISNULL([DIA].[ACTIONTYPE], '')) = 'E' AND @ShowFromToSynopsis = 1
THEN
CASE
WHEN ISNULL([DIA].[PROCESSTYPE], 'O') = 'I'
THEN 'Email From:' + (RTRIM(ISNULL(CAST([DIA].[EMAILADDRESS] AS VARCHAR(50)),''))) + ' - ' + ISNULL(CAST ([DIA].[Subject] AS VARCHAR(MAX)),'')
ELSE 'Email To:' + RTRIM(CAST(ISNULL([DIA].[AddressTo],'') AS VARCHAR(50))) + ' - ' + ISNULL(CAST ([DIA].[Subject] AS VARCHAR(MAX)),'')
END
ELSE
CASE
WHEN [DIA].[SUBJECT] IS NULL OR RTRIM(CAST([DIA].[SUBJECT] AS VARCHAR(max))) = '' OR DATALENGTH([DIA].[SUBJECT]) = 0
THEN
CASE
WHEN SUBSTRING([DIA].[DisplayText],0,CHARINDEX (CHAR(13),[DIA].[DisplayText])) = ''
THEN ISNULL([DIA].[TEXT1],'')
ELSE SUBSTRING([DIA].[DisplayText],0,CHARINDEX (CHAR(13),[DIA].[DisplayText]))
END
ELSE [DIA].[SUBJECT]
END
END AS [Synopsis],
Count(1) Over() as TotalRowsCount
FROM [dbo].[DiaryDelegations] DEL WITH(NOLOCK)
INNER JOIN [dbo].[diary] DIA WITH(NOLOCK)
ON [DIA].[ACTIONID] = [DEL].[ACTIONID]
INNER JOIN [dbo].[matters] MAT WITH(NOLOCK)
ON [MAT].[Code] = DIA.[CASECODE] AND [MAT].[Closed] = 'N'
LEFT OUTER JOIN [dbo].[MatterNETPrivileges] MNP WITH(NOLOCK)
ON [MNP].[MATTER] = [MAT].[Code]
LEFT OUTER JOIN [dbo].[Handlers] [HAN] WITH(NOLOCK)
ON [HAN].[CODE] = [DIA].[FNCODE]
INNER JOIN [dbo].[Contacts] CON WITH(NOLOCK)
ON [CON].[Code] = [MAT].ClientCode
WHERE
( (ISNULL(@TaskListMode, 0) = 1 AND [DEL].[HANDLER] = @HandlerID)
OR (ISNULL(@TaskListMode, 0) = 0 AND [DEL].[TEAM] = @TeamID))
AND [DEL].[DelType] NOT IN ('Completed', 'Processed', 'Returned')
AND [DEL].[DATE] >= CONVERT(DATETIME, @FromDate)
AND (CASE WHEN @TaskType = 'OUTSTANDING' THEN 1
WHEN
(CASE WHEN @TaskType = 'OVERDUE' THEN DATEADD(DAY, 1, CONVERT(DATETIME, CONVERT(VARCHAR, GETDATE(), 112)))
WHEN @TaskType != 'OUTSTANDING' THEN DATEADD(DAY, 1, CONVERT(DATETIME, @ToDate))
END) > DEL.[DATE] THEN 1
ELSE 0
END) = 1
AND ( ((ISNULL(@IsOutstandingOnly, 1) <> 0 AND [DEL].[STATUS] = 0) ) OR ISNULL(@IsOutstandingOnly, 1) = 0)
AND (ISNULL([MNP].[Privileges], CONVERT(BIGINT, -1)) & CONVERT(BIGINT, @BitWiseID)<> 0
OR ISNULL([MNP].[Privileges], CONVERT(BIGINT, 0)) = 0)
AND (
RTRIM(LTRIM(ISNULL(@SearchText, ''))) = ''
OR
(
(CASE
WHEN RTRIM(ISNULL([DIA].[ACTIONTYPE], '')) = 'E' AND @ShowFromToSynopsis = 1
THEN
CASE
WHEN ISNULL([DIA].[PROCESSTYPE], 'O') = 'I'
THEN 'Email From:' + (RTRIM(ISNULL(CAST([DIA].[EMAILADDRESS] AS VARCHAR(50)),''))) + ' - ' + ISNULL(CAST ([DIA].[Subject] AS VARCHAR(MAX)),'')
ELSE 'Email To:' + RTRIM(CAST(ISNULL([DIA].[AddressTo],'') AS VARCHAR(50))) + ' - ' + ISNULL(CAST ([DIA].[Subject] AS VARCHAR(MAX)),'')
END
ELSE
CASE
WHEN [DIA].[SUBJECT] IS NULL OR RTRIM(CAST([DIA].[SUBJECT] AS VARCHAR(max))) = '' OR DATALENGTH([DIA].[SUBJECT]) = 0
THEN
CASE
WHEN SUBSTRING([DIA].[DisplayText],0,CHARINDEX (CHAR(13),[DIA].[DisplayText])) = ''
THEN ISNULL([DIA].[TEXT1],'')
ELSE SUBSTRING([DIA].[DisplayText],0,CHARINDEX (CHAR(13),[DIA].[DisplayText]))
END
ELSE [DIA].[SUBJECT]
END
END) LIKE @SearchText
OR RTRIM(ISNULL([DIA].[DisplayText], '')) LIKE @SearchText
OR CONVERT(DATETIME, CONVERT(VARCHAR, ISNULL([DEL].[DATE], '18000101'), 112) + ' ' + CONVERT(VARCHAR, ISNULL([DEL].[DATE], '18000101'), 108)) LIKE @SearchText
OR RTRIM(ISNULL([HAN].[Name], '')) LIKE @SearchText
OR RTRIM(ISNULL([DIA].[CASECODE],'')) LIKE @SearchText
OR RTRIM(ISNULL([DEL].[HANDLER],'')) LIKE @SearchText
OR RTRIM(ISNULL([DEL].[TEAM],'')) LIKE @SearchText
OR RTRIM(ISNULL([CON].[Name],'')) + CHAR(13) + RTRIM(ISNULL([MAT].[Description],'')) LIKE @SearchText
)
)
AND
(
ISNULL(@ActionType, '') = ''
OR
(
(
CASE WHEN ISNULL(LTRIM(RTRIM([DIA].[ACTIONTYPE])), '') = '' THEN 'A'
ELSE [DIA].[ACTIONTYPE]
END
) IN (SELECT RTRIM(LTRIM([Item])) FROM KEYHM_FN_SplitString(@ActionType, ','))
)
)
AND
(
ISNULL(@Priority, '') = ''
OR
(
[DIA].[PRIORITY] IN (SELECT RTRIM(LTRIM([Item])) FROM KEYHM_FN_SplitString(@Priority, ','))
)
)
AND
(
ISNULL(@Flag, '') = ''
OR
(
ISNULL([DIA].[Flag],0) IN (SELECT RTRIM(LTRIM([Item])) FROM KEYHM_FN_SplitString(@Flag, ','))
)
)
ORDER BY [DEL].[HANDLER] DESC,
[DEL].[DATE] DESC,
[DEL].[TIME] DESC,
[DEL].[AssignNo] DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'CompleteOrGeneratedD'
THEN (CASE
WHEN ISNULL([DIA].[WORKPROCESS],0) = 1 AND ISNULL([DIA].[STATUS], 0) <> 1
THEN 'G'
WHEN ISNULL([DEL].[STATUS], 0) = 1
THEN 'C'
ELSE ''
END)
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'CompleteOrGeneratedD'
THEN (CASE
WHEN ISNULL([DIA].[WORKPROCESS],0) = 1 AND ISNULL([DIA].[STATUS], 0) <> 1
THEN 'G'
WHEN ISNULL([DEL].[STATUS], 0) = 1
THEN 'C'
ELSE ''
END)
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'ActionType' THEN [DIA].[ACTIONTYPE]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'ActionType' THEN [DIA].[ACTIONTYPE]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'DelegationStatus' THEN [DIA].[DelegationStatus]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'DelegationStatus' THEN [DIA].[DelegationStatus]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Priority' THEN [DIA].[Priority]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Priority' THEN [DIA].[Priority]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Date1' THEN (CASE
WHEN ISNULL(DEL.[DATE], '18000101') != NULL OR ISNULL(DEL.[DATE], '18000101') != ''
THEN CONVERT(VARCHAR, ISNULL(DEL.[DATE], '18000101'), 20)
ELSE
'1900-01-01'
END)
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Date1' THEN (CASE
WHEN ISNULL(DEL.[DATE], '18000101') != NULL OR ISNULL(DEL.[DATE], '18000101') != ''
THEN CONVERT(VARCHAR, ISNULL(DEL.[DATE], '18000101'), 20)
ELSE
'1900-01-01'
END)
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Time' THEN [DEL].[Time]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Time' THEN [DEL].[Time]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'CaseCode' THEN [DIA].[CaseCode]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'CaseCode' THEN [DIA].[CaseCode]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Handler' THEN [DEL].[Handler]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Handler' THEN [DEL].[Handler]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Team' THEN RTRIM(ISNULL([DEL].[TEAM],''))
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Team' THEN RTRIM(ISNULL([DEL].[TEAM],''))
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'ClientCase' THEN RTRIM(ISNULL([CON].[Name],'')) + CHAR(13) + RTRIM(ISNULL([MAT].[Description],''))
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'ClientCase' THEN RTRIM(ISNULL([CON].[Name],'')) + CHAR(13) + RTRIM(ISNULL([MAT].[Description],''))
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Synopsis' THEN (CASE
WHEN RTRIM(ISNULL([DIA].[ACTIONTYPE], '')) = 'E' AND @ShowFromToSynopsis = 1
THEN
CASE
WHEN ISNULL([DIA].[PROCESSTYPE], 'O') = 'I'
THEN 'Email From:' + (RTRIM(ISNULL(CAST([DIA].[EMAILADDRESS] AS VARCHAR(50)),''))) + ' - ' + ISNULL(CAST ([DIA].[Subject] AS VARCHAR(MAX)),'')
ELSE 'Email To:' + RTRIM(CAST(ISNULL([DIA].[AddressTo],'') AS VARCHAR(50))) + ' - ' + ISNULL(CAST ([DIA].[Subject] AS VARCHAR(MAX)),'')
END
ELSE
CASE
WHEN [DIA].[SUBJECT] IS NULL OR RTRIM(CAST([DIA].[SUBJECT] AS VARCHAR(max))) = '' OR DATALENGTH([DIA].[SUBJECT]) = 0
THEN
CASE
WHEN SUBSTRING([DIA].[DisplayText],0,CHARINDEX (CHAR(13),[DIA].[DisplayText])) = ''
THEN ISNULL([DIA].[TEXT1],'')
ELSE SUBSTRING([DIA].[DisplayText],0,CHARINDEX (CHAR(13),[DIA].[DisplayText]))
END
ELSE [DIA].[SUBJECT]
END
END)
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Synopsis' THEN (CASE
WHEN RTRIM(ISNULL(DIA.[ACTIONTYPE], '')) = 'E' AND @ShowFromToSynopsis = 1
THEN
CASE
WHEN ISNULL(DIA.[PROCESSTYPE], 'O') = 'I'
THEN 'Email From:' + (RTRIM(ISNULL(CAST(DIA.[EMAILADDRESS] AS VARCHAR(50)),''))) + ' - ' + ISNULL(CAST (DIA.[Subject] AS VARCHAR(MAX)),'')
ELSE 'Email To:' + RTRIM(CAST(ISNULL(DIA.[AddressTo],'') AS VARCHAR(50))) + ' - ' + ISNULL(CAST (DIA.[Subject] AS VARCHAR(MAX)),'')
END
ELSE
CASE
WHEN DIA.[SUBJECT] IS NULL OR RTRIM(CAST(DIA.[SUBJECT] AS VARCHAR(max))) = '' OR DATALENGTH(DIA.[SUBJECT]) = 0
THEN
CASE
WHEN SUBSTRING(DIA.[DisplayText],0,CHARINDEX (CHAR(13),DIA.[DisplayText])) = ''
THEN ISNULL(DIA.[TEXT1],'')
ELSE SUBSTRING(DIA.[DisplayText],0,CHARINDEX (CHAR(13),DIA.[DisplayText]))
END
ELSE DIA.[SUBJECT]
END
END)
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'FileColour' THEN [MAT].[FileColour]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'FileColour' THEN [MAT].[FileColour]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'DelDate' THEN CONVERT(DATETIME, CONVERT(VARCHAR, ISNULL([DEL].[DATE], '18000101'), 112) + ' ' + CONVERT(VARCHAR, ISNULL([DEL].[DATE], '18000101'), 108))
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'DelDate' THEN CONVERT(DATETIME, CONVERT(VARCHAR, ISNULL([DEL].[DATE], '18000101'), 112) + ' ' + CONVERT(VARCHAR, ISNULL([DEL].[DATE], '18000101'), 108))
END
END DESC
OFFSET @PageSize * (@PageNumber - 1) ROWS
FETCH NEXT @PageSize ROWS ONLY OPTION (RECOMPILE);
SELECT
[DEL].ID AS [Row_Number],
[DEL].[STATUS] AS [DDStatus],
CASE
WHEN RTRIM(ISNULL([DEL].[PRIORITY], '')) IN ('H', 'L', 'N')
THEN UPPER(RTRIM(ISNULL([DEL].[PRIORITY], '')))
ELSE 'N'
END AS [Priority],
CONVERT(DATETIME,dbo.KEYHM_FNConvertUTCDateToTargetTimeZone([DEL].[DATE], @HandlerID)) AS [DelDate],
CONVERT(VARCHAR(5),dbo.KEYHM_FNConvertUTCDateToTargetTimeZone([DEL].[DATE], @HandlerID), 108) AS [Time],
RTRIM(ISNULL(DEL.[CASECODE],'')) AS [CaseCode],
RTRIM(ISNULL(DEL.[HANDLER],'')) AS [Handler],
RTRIM(ISNULL(DEL.[TEAM],'')) AS [Team],
RTRIM(ISNULL(DEL.[FromHandler],'')) AS [From],
RTRIM(ISNULL(CON.[Name],'')) + CHAR(13) + RTRIM(ISNULL(DEL.[Description],'')) AS [ClientCase],
RTRIM(ISNULL(CON.[Name],'')) AS [ClientName],
RTRIM(ISNULL(DEL.[DisplayText], '')) as [Action],
CASE
WHEN DEL.[diaryDATE] != NULL OR DEL.[diaryDATE] != ''
THEN CONVERT(VARCHAR, DEL.[diaryDATE], 20)
ELSE
'1900-01-01'
END AS Date1,
ISNULL(DEL.[STATUS], 0) as DStatus,
RTRIM(ISNULL(DEL.[DelType], '')) AS [DelType],
RTRIM(ISNULL(DEL.[ACTIONTYPE],'')) as [ActionType],
RTRIM(ISNULL(DEL.[HIGHLIGHTED], '')) as [Highlighted],
ISNULL(DEL.diaryACTIONID,0) AS [ActionId],
RTRIM(ISNULL(DEL.[FNCODE],'')) AS [FNCode],
RTRIM(ISNULL([HAN].[Name], '')) AS [FNName],
RTRIM(ISNULL(DEL.[FECode],'')) AS [CaseFe],
RTRIM(ISNULL(DEL.[PROCESSTYPE],'')) as [ProcessType],
CASE
WHEN RTRIM(ISNULL(DEL.[OWNER], 'N')) = 'Y'
THEN 'Y'
ELSE 'N'
END AS [Owner],
ISNULL(DEL.[DELEGATESTATUS],0) as [DelegateStatus],
ISNULL(DEL.[PROCESSSTATUS],0) as [ProcessStatus],
ISNULL(DEL.[WORKPROCESS],0) as [WorkProcess],
ISNULL(DEL.[DELEGATIONSTATUS],0) as [DelegationStatus],
ISNULL(DEL.[ASSIGNNO], 0) AS [AssignNo],
CASE
WHEN ISNULL(DEL.[WORKPROCESS],0) = 1 AND ISNULL(DEL.diarySTATUS, 0) <> 1
THEN 'G'
WHEN ISNULL(DEL.diarySTATUS, 0) = 1
THEN 'C'
ELSE ''
END AS [CompleteOrGenerate],
CASE
WHEN ISNULL(DEL.[WORKPROCESS],0) = 1 AND ISNULL(DEL.diarySTATUS, 0) <> 1
THEN 'G'
WHEN ISNULL(DEL.diarySTATUS, 0) = 1
THEN 'C'
ELSE ''
END AS [CompleteOrGeneratedD],
CONVERT(VARCHAR, [dbo].[ky_ConvertDateAndClarionTimeToDateTime](CONVERT(DATETIME, '19000101'), DEL.[IMAGENO]), 108) AS [Duration],
ISNULL(DEL.[Flag],0) AS [Flag],
CASE
WHEN RTRIM(ISNULL(DEL.[ACTIONTYPE], '')) = 'E' AND @ShowFromToSynopsis = 1
THEN
CASE
WHEN ISNULL(DEL.[PROCESSTYPE], 'O') = 'I'
THEN 'Email From:' + (RTRIM(ISNULL(CAST(DEL.[EMAILADDRESS] AS VARCHAR(50)),''))) + ' - ' + ISNULL(CAST (DEL.[Subject] AS VARCHAR(MAX)),'')
ELSE 'Email To:' + RTRIM(CAST(ISNULL(DEL.[AddressTo],'') AS VARCHAR(50))) + ' - ' + ISNULL(CAST (DEL.[Subject] AS VARCHAR(MAX)),'')
END
ELSE
CASE
WHEN DEL.[SUBJECT] IS NULL OR RTRIM(CAST(DEL.[SUBJECT] AS VARCHAR(max))) = '' OR DATALENGTH(DEL.[SUBJECT]) = 0
THEN
CASE
WHEN SUBSTRING(DEL.[DisplayText],0,CHARINDEX (CHAR(13),DEL.[DisplayText])) = ''
THEN ISNULL(DEL.[TEXT1],'')
ELSE SUBSTRING(DEL.[DisplayText],0,CHARINDEX (CHAR(13),DEL.[DisplayText]))
END
ELSE DEL.[SUBJECT]
END
END AS [Synopsis],
ISNULL(RTRIM(DEL.[User1]),'') AS [User1],
ISNULL(RTRIM(DEL.[User2]),'') AS [User2],
ISNULL(RTRIM(DEL.[User3]),'') AS [User3],
ISNULL(RTRIM(DEL.[YourRef]),'') AS [YourRef],
CASE
WHEN DEL.[DUEDATE] != NULL OR DEL.[DUEDATE] != ''
THEN CONVERT(VARCHAR, DEL.[DUEDATE], 20)
ELSE
'1900-01-01'
END AS [DueDate],
CONVERT(VARCHAR(5), DEL.[DUEDATE], 108) AS [DueTime],
ISNULL(RTRIM(DEL.[OldRef]),'') AS [OldRef],
ISNULL(RTRIM(DEL.[ACTIONCODE]),'') AS [ActionCode],
CASE
WHEN SSC.[CODE] IS NULL
THEN ''
ELSE RTRIM(SSC.[CODE]) + ' - ' + RTRIM(ISNULL(SSC.[DESCRIPTION], ''))
END AS [ActionStatus],
RTRIM(ISNULL(FC.[COLOURDESC], '')) AS [FileColour],
CASE
WHEN FC.[RGBColour] = -1
THEN 'Transparent'
ELSE RTRIM(ISNULL(FC.[ForegroundColour], 'Transparent'))
END AS [BackgroundColour],
ISNULL(DEL.[DRAFTBILLNO],0) AS [DraftBillNo],
ISNULL(TA.[DESC],'') AS [ActionTitle],
ISNULL(T.[WKDESC],'') AS [WorkFlow],
CASE
WHEN ISNUMERIC(DEL.[DYStartTime]) = 0
THEN 0
ELSE ISNULL(CONVERT(INT, CONVERT(DECIMAL, DEL.[DYSTARTTIME])), 0)
END AS [DYStartTime],
CASE
WHEN ISNUMERIC(DEL.[DYEndTime]) = 0
THEN 0
ELSE ISNULL(CONVERT(INT, CONVERT(DECIMAL, DEL.[DYENDTIME])), 0)
END AS [DYEndTime],
RTRIM(ISNULL(FEE.[NAME], '')) AS [FeeEarner],
RTRIM(ISNULL(SEC.[NAME], '')) AS [Secretary],
RTRIM(ISNULL(PAR.[NAME], '')) AS [Partner],
RTRIM(ISNULL(DEL.[Description], '')) AS [MatterDescription],
ISNULL(DEL.[CreationDate],CONVERT(DATETIME, DEL.diaryDATE)) AS [CreationDate],
ISNULL(DEL.[Delegatedfnr],'') as DelegatedFE,
RTRIM(ISNULL(TA.[Arrangement],'')) AS [Arrangement],
RTRIM(ISNULL(DEL.[ChargeArrangement],'')) AS [ChargeArrangement]
FROM @DELS DEL
INNER JOIN [dbo].[Contacts] CON WITH(NOLOCK)
ON CON.[Code] = DEL.[ClientCode]
LEFT OUTER JOIN [dbo].[FileColours] FC WITH(NOLOCK)
ON FC.[COLOURCODE] = DEL.[FileColour]
LEFT OUTER JOIN [dbo].[MatterNETPrivileges] MNP WITH(NOLOCK)
ON MNP.[MATTER] = DEL.[CASECODE]
LEFT OUTER JOIN [dbo].[Handlers] FEE WITH(NOLOCK)
ON FEE.[CODE] = DEL.[FECode]
LEFT OUTER JOIN [dbo].[Handlers] SEC WITH(NOLOCK)
ON SEC.[CODE] = DEL.[Secretary]
LEFT OUTER JOIN [dbo].[Handlers] PAR WITH(NOLOCK)
ON PAR.[CODE] = DEL.[Partner]
LEFT OUTER JOIN [dbo].[StatusCodes] SSC WITH(NOLOCK)
ON SSC.[CODE] = DEL.[ACTIONSTATUS]
LEFT OUTER JOIN [TemplateActions] TA WITH(NOLOCK) ON TA.[ACTIONCODE] =DEL.[ACTIONCODE]
LEFT OUTER JOIN [Templates] T WITH(NOLOCK) ON T.[WKCODE] = TA.[WKTCODE]
LEFT OUTER JOIN [dbo].[Handlers] [HAN] WITH(NOLOCK) ON [HAN].[CODE] =DEL.[FNCODE]
ORDER BY [Row_Number]
IF EXISTS(SELECT Top 1 TotalRowsCount FROM @DELS)
BEGIN
SELECT Top 1 @TotalRecords = TotalRowsCount FROM @DELS;
END
ELSE
BEGIN
SET @TotalRecords = 0;
END
SELECT
@userprompt1 = ISNULL(RTRIM([USERPROMPT1]),'USERPROMPT1'),
@userprompt2 = ISNULL(RTRIM([USERPROMPT2]),'USERPROMPT2'),
@userprompt3 = ISNULL(RTRIM([USERPROMPT3]),'USERPROMPT3')
FROM [dbo].[CONTROL] CTL
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_GetTaskRate'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_GetTaskRate]
END
GO
CREATE PROCEDURE
[dbo].[KEYHM_GetTaskRate]
(@TaskCode VARCHAR(6))
AS
/*******************************************************************************************************
* This procedure is used to get default value from TaskCodes *
* *
* Stored Procedure Name : [dbo].[KEYHM_GetTaskRate] *
* Copied from : [dbo].[ky_NETGetTaskRate] *
* *
* Modification History : *
* 2019-05-23 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SELECT [TCD].[Default]
FROM [TasksCodes] [TCD]
WHERE [TCD].[CODE] = @TaskCode
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_GetTasksCodes'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_GetTasksCodes]
END
GO
CREATE PROCEDURE
[dbo].[KEYHM_GetTasksCodes]
(@PostDay BIT,
@Code VARCHAR(20),
@HandlerCode VARCHAR(10))
AS
/*******************************************************************************************************
* Used to list the Tasks Codes. *
* *
* Stored Procedure Name : [dbo].[KEYHM_GetTasksCodes] *
* Copied from : [dbo].[ky_NETGetTasksCodes2] in ky_NETGetTasksCodes *
* *
* Modification History: *
* 2019-04-26 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET @PostDay = ISNULL(@PostDay, 1)
SET @Code = ISNULL(@Code, '')
SET @HandlerCode = ISNULL(@HandlerCode, '')
IF(@PostDay = 1)
BEGIN
IF @HandlerCode = ''
BEGIN
SELECT RTRIM(ISNULL([TAC].[CODE], '')) AS [TaskType],
RTRIM(ISNULL([TAC].[DESC], '')) AS [Description]
FROM [dbo].[TasksCodes] [TAC]
WHERE ISNULL([TAC].[Retired], 0) <> 1
END
ELSE
BEGIN
SELECT RTRIM(ISNULL([TAC].[CODE], '')) AS [TaskType],
RTRIM(ISNULL([TAC].[DESC], '')) AS [Description]
FROM [dbo].[TasksCodes] [TAC]
WHERE ISNULL([TAC].[Retired], 0) <> 1
OR [TAC].[CODE] = @HandlerCode
END
END
ELSE
BEGIN
IF(@Code = '')
BEGIN
IF @HandlerCode = ''
BEGIN
SELECT RTRIM(ISNULL([TAC].[CODE], '')) AS [TaskType],
RTRIM(ISNULL([TAC].[DESC], '')) AS [Description]
FROM [dbo].[TasksCodes] [TAC]
WHERE RTRIM(ISNULL([TAC].[Department], '')) = ''
AND ISNULL([TAC].[Retired], 0) <> 1
END
ELSE
BEGIN
SELECT RTRIM(ISNULL([TAC].[CODE], '')) AS [TaskType],
RTRIM(ISNULL([TAC].[DESC], '')) AS [Description]
FROM [dbo].[TasksCodes] [TAC]
WHERE RTRIM(ISNULL([TAC].[Department], '')) = ''
AND ( ISNULL([TAC].[Retired], 0) <> 1
OR [TAC].[CODE] = @HandlerCode)
END
END
ELSE
BEGIN
SELECT RTRIM(ISNULL([TAC].[CODE], '')) AS [TaskType],
RTRIM(ISNULL([TAC].[DESC], '')) AS [Description]
FROM [dbo].[matters] [MAT]
LEFT OUTER JOIN [dbo].[WorkTypes] [WKT]
ON [WKT].[CODE] = [MAT].[WType]
INNER JOIN [dbo].[TasksCodes] [TAC]
ON ( [TAC].[Department] = [MAT].[Dept]
OR RTRIM(ISNULL([TAC].[Department], '')) = '')
AND ( ( ISNULL([WKT].[ChildCare], 'N') <> 'Y'
AND ISNULL([TAC].[AxleTask], 'N') <> 'Y'
AND ( ISNULL([TAC].Retired, 0) <> 1
OR [TAC].[CODE] = @HandlerCode))
OR ( ISNULL([WKT].[ChildCare], 'N') = 'Y'
AND ISNULL([TAC].[AxleTask], 'N') = 'Y'))
WHERE [MAT].[Code] = @Code
END
END
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_GetTeamLookupList'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_GetTeamLookupList]
END
GO
CREATE PROCEDURE [dbo].[KEYHM_GetTeamLookupList]
AS
/*******************************************************************************************************
* *
* Stored Procedure Name : [dbo].[KEYHM_GetTeamLookupList] *
* Copied from : [dbo].[ky_NETGetTeamLookupList] *
* *
* Modification History: *
* 2019-04-26 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SELECT RTRIM(ISNULL(HAN.[CODE], '')) AS [CODE],
RTRIM(ISNULL(HAN.[NAME], '')) AS [NAME],
RTRIM(ISNULL(HAN.[DEPT], '')) AS [DEPT],
CASE
WHEN RTRIM(ISNULL(HAN.[TEAMCODE], 'N')) = 'Y'
THEN 'Y'
ELSE 'N'
END AS [TEAMCODE]
FROM [Handlers] HAN
WHERE RTRIM(ISNULL(HAN.[TEAMCODE], 'N')) = 'Y'
ORDER BY RTRIM(ISNULL(HAN.[NAME], ''))
END
GO
IF OBJECT_ID(N'KEYHM_GetTimeAdminCodes',N'P')IS NOT NULL
DROP PROCEDURE [KEYHM_GetTimeAdminCodes]
GO
CREATE PROCEDURE
[KEYHM_GetTimeAdminCodes]
(@Code VARCHAR(10))
AS
/*******************************************************************************************************
* This stored procedure is used to FETCH the Time Admin codes for post day book. *
* *
* Stored Procedure Name : [dbo].[KEYHM_GetTimeAdminCodes] *
* Copied from : [dbo].[Ky_NETGetTimeAdminCodes] *
* *
* Modification History : *
* 2019-04-12 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
SELECT
RTRIM(NCCODE) AS [NCCODE],
RTRIM(ISNULL([DESCRIPTION],'')) AS [DESCRIPTION]
FROM
[TimeAdminCodes]
WHERE
ISNULL([Retired],'N') = 'N'
OR NCCODE = @Code
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'[KEYHM_GetTimeDayBookDetails]',N'P')IS NOT NULL
DROP PROCEDURE [KEYHM_GetTimeDayBookDetails]
GO
/*******************************************************************************************************
* Used to list the Tasks Codes *
* *
* Stored Procedure Name : [dbo].[KEYHM_GetTimeDayBookDetails] *
* Copied from : [dbo].[ky_NETGetTimeDayBookDetails] *
* *
* Modification History : *
* 2019-04-12 Vinodhan K Created *
*******************************************************************************************************/
CREATE PROC [KEYHM_GetTimeDayBookDetails]
@RecordID DECIMAL(17,0)
AS
BEGIN
SELECT
TDB.MATTER
,RTRIM(ISNULL(M.[Description],'')) AS [Description]
,FEEEARN
,[DATE]
,[TIME]
,CASE
WHEN [TIME]>59 THEN
CAST(FLOOR(([TIME] / 60)) AS VARCHAR(8)) + ':' +
RIGHT('0' + CAST(([TIME] % 60) AS VARCHAR(2)), 2)
ELSE
'00:' + CAST([TIME] AS VARCHAR(30)) END AS CaseTime
,ISNULL(RATE,0) RATE
,ISNULL(CHARGE,0) AS Charge
,ISNULL(Task,'') AS Task
,TimeOrCharge
,RTRIM(ISNULL(TDB.Comment,'')) AS Comment
,RTRIM(Name) AS Name
,RTRIM(ISNULL(M.[Description],'')) AS MatterDecription
,ISNULL(REC_IRR,'C') AS IsChargeable
,ISNULL(NCCCODE,'') AS AdminCode
,ISNULL(TAC.Retired,'N') AS Retired
FROM
[dbo].TimeDayBook TDB
LEFT OUTER JOIN
Matters M
ON
TDB.MATTER=M.Code
LEFT OUTER JOIN
Contacts C
ON
SUBSTRING(TDB.MATTER,0,CHARINDEX('/',TDB.MATTER)) =C.Code
LEFT OUTER JOIN TimeAdminCodes TAC on TAC.NCCODE = TDB.NCCCode
WHERE
RECORDID = @RecordID
END
GO
IF OBJECT_ID(N'KEYHM_GetTrackReferenceByUploadId')IS NOT NULL
DROP PROCEDURE KEYHM_GetTrackReferenceByUploadId
GO
CREATE PROCEDURE
[dbo].[KEYHM_GetTrackReferenceByUploadId]
(
@UploadId VARCHAR(36),
@Result INT OUTPUT
)
AS
/*******************************************************************************************************
* This procedure used to get the track ref by upload Id. *
* *
* Stored Procedure Name : [KEYHM_GetTrackReferenceByUploadId] *
* *
* Modification History : *
* 2021-07-28 Arun V Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
SELECT @Result = [TrackReference]
FROM [dbo].[DiaryAttachments]
WHERE [UploadId] = @UploadId
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KEYHM_GetUserSettings',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KEYHM_GetUserSettings]
GO
CREATE PROCEDURE
[dbo].[KEYHM_GetUserSettings]
(@Handler NVARCHAR(10), --DO NOT CHANGE, table contains NVARCHAR columns
@Key NVARCHAR(100)) --DO NOT CHANGE, table contains NVARCHAR columns
As
/*******************************************************************************************************
* This Procedure is used to Get User Settings value *
* *
* Stored Procedure Name : [dbo].[KEYHM_GetUserSettings] *
* Copied from : [dbo].[Ky_NETGetUserSettings] *
* *
* Modification History : *
* 2019-04-24 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
SELECT USS.[Value]
FROM [dbo].[UserSettings] USS
WHERE USS.[Handler] = @Handler
AND USS.[Key] = @Key
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KEYHM_GetUTEDayBook', N'P') IS NOT NULL
BEGIN
DROP PROCEDURE [dbo].[KEYHM_GetUTEDayBook]
END
GO
CREATE PROCEDURE [dbo].[KEYHM_GetUTEDayBook]
(@FECode VARCHAR(10),
@Post CHAR(1) = 'N',
@Handler NVARCHAR(10),
@RecordId INT)
AS
/*******************************************************************************************************
* Gets the Day Book for a Record Id *
* *
* Stored Procedure Name : [dbo].[KEYHM_GetUTEDayBook] *
* Copied from : [dbo].[ky_NETGetMyDayBook] *
* *
* Modification History: *
* 2019-05-24 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
DECLARE @DayBookValue INT
SELECT @DayBookValue = ISNULL(SUM([TDB].[Time]), 0)
FROM [dbo].[Timedaybook] [TDB] WITH (NOLOCK)
WHERE [TDB].[FeeEarn] = @FECode
IF(@DayBookValue = 0)
BEGIN
SET @DayBookValue=1
END
DECLARE @DAYBOOK TABLE
([Time] INT NOT NULL,
[CaseTime] VARCHAR(60) NOT NULL,
[MatterDetails] VARCHAR(500) NOT NULL,
[Progress] INT NOT NULL,
[StopwatchStatus] INT NOT NULL,
[RecordID] INT NOT NULL PRIMARY KEY,
[DATE] DATETIME NOT NULL,
[MATTER] VARCHAR(20) NOT NULL,
[DisplayMatter] VARCHAR(20) NOT NULL,
[Name] VARCHAR(256) NOT NULL,
[COMMENT] VARCHAR(1000) NOT NULL,
[CHARGE] DECIMAL(10, 2) NOT NULL,
[TimeOrCharge] VARCHAR(1) NOT NULL,
[Post] VARCHAR(1) NOT NULL)
DECLARE @DAYBOOKSUM TABLE
([id] INT IDENTITY(1, 1) NOT NULL PRIMARY KEY,
[RecordID] INT NOT NULL,
[Time] INT NOT NULL,
[OriginalTime] INT NOT NULL,
[TotalTimeMinusOne] INT NOT NULL)
INSERT
INTO @DAYBOOK
([Time],
[CaseTime],
[MatterDetails],
[Progress],
[StopwatchStatus],
[RecordID],
[DATE],
[MATTER],
[DisplayMatter],
[Name],
[COMMENT],
[CHARGE],
[TimeOrCharge],
[Post])
SELECT [TDB].[Time],
CASE WHEN [TDB].[Time] < 0
THEN '-'
ELSE '' END
+
SUBSTRING(CONVERT(VARCHAR, FLOOR(ABS([TDB].[Time]) / 60)),
LEN(CONVERT(VARCHAR, FLOOR(ABS([TDB].[Time]) / 60))) - 2,
3)
+ ':'
+ SUBSTRING(CONVERT(VARCHAR, 100 + ABS([TDB].[Time]) % 60),
LEN(CONVERT(VARCHAR, 100 + ABS([TDB].[Time]) % 60)) - 1,
2) AS [CaseTime],
[dbo].[KEYHM_FN_RemoveSpuriousWhitespace] --2018-03-12
( RTRIM(ISNULL([CON].[Name], ''))
+ ' '
+ RTRIM(ISNULL([MAT].[Description], '')), 500) AS [MatterDetails],
0 AS [Progress],
ISNULL([TDB].[StopwatchStatus], 0) AS [StopwatchStatus],
[TDB].[RecordID] AS [RecordID],
[TDB].[Date] AS [DATE],
[TDB].[Matter] AS [Matter],
CASE WHEN [TDB].[Matter] = '~'
THEN 'Admin Time'
ELSE [TDB].[Matter] END AS [DisplayMatter],
RTRIM(ISNULL([CON].[Name],'')) AS [Name],
RTRIM(ISNULL([TDB].[Comment], '')) AS [COMMENT],
[TDB].[Charge] AS [CHARGE],
UPPER([TDB].[TimeOrCharge]) AS [TimeorCharge],
CASE WHEN RTRIM(UPPER(ISNULL([TDB].[Post], ''))) = 'N'
THEN 'N'
ELSE 'Y' END AS [Post]
FROM [dbo].[TimeDayBook] [TDB] WITH (NOLOCK)
LEFT OUTER JOIN [dbo].[matters] [MAT] WITH (NOLOCK)
ON [MAT].[Code] = [TDB].[Matter]
LEFT OUTER JOIN [dbo].[Contacts] [CON] WITH (NOLOCK)
ON [CON].[Code] = [MAT].[ClientCode]
WHERE [TDB].[RecordID] = @RecordId
AND [TDB].[FeeEarn] = @FECode
AND ISNULL([TDB].[Post], 'Y') IN ('Y', @Post)
INSERT
INTO @DAYBOOKSUM
([RecordID],
[Time],
[OriginalTime],
[TotalTimeMinusOne])
SELECT [TDB].[RecordID],
0,
ISNULL([TDB].[Time], 0),
0
FROM @DAYBOOK [TDB]
ORDER BY [TDB].[RecordID]
DECLARE @TOTALTIME INT
SET @TOTALTIME = 0
UPDATE [DBS]
SET @TOTALTIME = @TOTALTIME + ISNULL([DBSPREV].[OriginalTime], 0),
[DBS].[TotalTimeMinusOne] = @TOTALTIME
FROM @DAYBOOKSUM [DBS]
LEFT OUTER JOIN @DAYBOOKSUM [DBSPREV]
ON [DBSPREV].[id] = [DBS].[id] - 1
UPDATE [DBS]
SET [DBS].[Time] = [DBS].[OriginalTime] + [DBS].[TotalTimeMinusOne]
FROM @DAYBOOKSUM [DBS]
-- This will guarantee that the percentages in [Progress] will always add up to exactly 100
UPDATE [TDB]
SET [TDB].[Progress]
= CONVERT(INT, ROUND((CONVERT(FLOAT, [TDBS].[Time]) / CONVERT(FLOAT, @DayBookValue)) * CONVERT(FLOAT, 100), 0)) --The current cumulative percentage
- CONVERT(INT, ROUND((CONVERT(FLOAT, [TDBS].[Time] - [TDB].[Time]) / CONVERT(FLOAT, @DayBookValue)) * CONVERT(FLOAT, 100), 0)) -- minus the last cumulative percentage
FROM @DAYBOOKSUM [TDBS]
INNER JOIN @DAYBOOK [TDB]
ON [TDB].[RecordID] = [TDBS].[RecordID]
--CROSS APPLY (SELECT ISNULL(SUM([TDBP].[Time]), 0) AS [Time]
-- FROM @DAYBOOK [TDBP]
-- WHERE [TDBP].[RecordID] <= [TDB].[RecordID]) [TDBS]
SELECT [TDB].[Time],
[TDB].[CaseTime],
[TDB].[MatterDetails],
[TDB].[Progress],
[TDB].[StopwatchStatus],
[TDB].[RecordID],
[TDB].[DATE],
[TDB].[MATTER],
[TDB].[DisplayMatter],
[TDB].[Name],
[TDB].[COMMENT],
[TDB].[CHARGE],
[TDB].[TimeOrCharge],
[TDB].[Post]
FROM @DAYBOOK [TDB]
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_HandlerIsAuthorisedToControlGroup'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_HandlerIsAuthorisedToControlGroup]
END
GO
CREATE PROCEDURE
[dbo].[KEYHM_HandlerIsAuthorisedToControlGroup]
(@Handler VARCHAR(10),
@GroupName VARCHAR(100))
AS
/*******************************************************************************************************
* Procedure checks whether a particular handler is authorised to use a piece of Framework *
* functionality. This can be useful in external components from which the same functionality *
* needs to be restricted. *
* *
* Stored Procedure Name : [dbo].[KEYHM_HandlerIsAuthorisedToControlGroup] *
* Copied from : [dbo].[ky_NETSPHandlerIsAuthorisedToControlGroup] *
* *
* Modification History : *
* 2019-04-12 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
DECLARE @IsAuthorised INT
SELECT @IsAuthorised = CASE WHEN COUNT(1) = 0 THEN 1 ELSE 0 END
FROM [dbo].[KHCtlGroups] [KCG]
LEFT OUTER JOIN [dbo].[KHCtlHandlers] [ALL]
ON [ALL].[Handler] = ''
AND [ALL].[groupid] = [KCG].[id]
LEFT OUTER JOIN [dbo].[KHCtlHandlers] [KHH]
ON [KHH].[Handler] = @Handler
AND [KHH].[groupid] = [KCG].[id]
WHERE [KCG].[GroupName] = @GroupName
AND ( [ALL].[id] IS NOT NULL
OR [KHH].[id] IS NOT NULL)
SELECT CONVERT(BIT, @IsAuthorised) AS [IsAuthorised]
RETURN @IsAuthorised
END
GO
IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = 'KEYHM_InsertDiaryAttachment' AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_InsertDiaryAttachment]
END
GO
CREATE PROCEDURE
[dbo].[KEYHM_InsertDiaryAttachment]
(@DIARYID INT,
@TRACKREFERENCE INT,
@CASECODE VARCHAR(20),
@NAME VARCHAR(10),
@DOCUMENT VARCHAR(100),
@FILEPATH VARCHAR(255),
@TYPE VARCHAR(5),
@DOCCLASS VARCHAR(3),
@DATEENTERED DATETIME,
@ENTEREDBY VARCHAR(8),
@LASTACCESSDATE DATETIME,
@LASTACCESSBY VARCHAR(8),
@SYSTEM VARCHAR(1),
@DICTATIONFILE VARCHAR(255),
@Source VARCHAR(20),
@Fees INT,
@Outlay INT,
@UploadId VARCHAR(36) = NULL,
@Result VARCHAR(255) OUTPUT)
AS
/*******************************************************************************************************
* This stored procedure is used to insert or update the Client Case Action *
* Attachment information.IF ID is already exist then it will update that record. otherwise *
* new record will insert. *
* *
* Stored Procedure Name : [dbo].[KEYHM_InsertDiaryAttachment] *
* Copied from : [dbo].[ky_NETAAInsertDiaryAttchement] *
* *
* Modification History : *
* 2019-04-10 Vinodhan K Created *
* 2020-05-26 Arun V Modified the type extension size from 3 to 5 *
* 2021-07-26 Arun V Have added new field to validate upload *
* 2021-09-23 Arun V Just added an conditon upload id will not generate if already exist *
* 2021-10-06 Arun V Set Context info
* 2024-11-14 Aakif #19116 - While inserting in DiaryAttachments should be 'Captured' for *
* 'Capture' and 'Case' if none is provided *
*******************************************************************************************************/
BEGIN
SET NOCOUNT OFF
IF NOT EXISTS
(SELECT 1
FROM [dbo].[DiaryAttachments] DAT
WHERE DAT.[TRACKREFERENCE] = @TRACKREFERENCE)
BEGIN
SET @FILEPATH = dbo.KEYHM_FN_GETFILEPATH (SUBSTRING(@FILEPATH,LEN(@FILEPATH)-CHARINDEX ('\',REVERSE(@FILEPATH))+2,LEN(@FILEPATH)) ,@FILEPATH )
IF NOT(@FILEPATH = 'NOCHANGE')
BEGIN
IF EXISTS(SELECT TOP 1 1 FROM [dbo].[DiaryAttachments]
WHERE UploadId = @UploadId)
BEGIN
RETURN
END
-- #19116 - Source should be Captured Or Case
IF(ISNULL(@Source, '') = '')
BEGIN
SET @Source = 'Case'
END
ELSE IF(@Source = 'Capture')
BEGIN
SET @Source = 'Captured'
END
INSERT
INTO [dbo].[DiaryAttachments]
([DIARYID],
[TRACKREFERENCE],
[CASECODE],
[NAME],
[DOCUMENT],
[FILEPATH],
[TYPE],
[DOCCLASS],
[DATEENTERED],
[ENTEREDBY],
[LASTACCESSDATE],
[LASTACCESSBY],
[SYSTEM],
[DICTATIONFILE],
[Source],
[Fees],
[Outlay],
[UploadId])
VALUES(@DIARYID,
@TRACKREFERENCE,
@CASECODE,
@NAME,
@DOCUMENT,
@FILEPATH,
@TYPE,
@DOCCLASS,
@DATEENTERED,
@ENTEREDBY,
@LASTACCESSDATE,
@LASTACCESSBY,
@SYSTEM,
@DICTATIONFILE,
@Source,
@Fees,
@Outlay,
@UploadId)
IF EXISTS(SELECT TOP 1 1 FROM diary WHERE ACTIONID = @DIARYID AND ACTIONTYPE = 'U')
BEGIN
DECLARE @UserName VARCHAR(20)
DECLARE @Description VARCHAR(500)
SET @UserName = (SELECT NAME FROM Handlers WHERE Code = @ENTEREDBY)
SET @Description = 'Attachment Added: ' + CHAR(13) + CHAR(10)
+ 'Date: ' + CONVERT(VARCHAR(11),CONVERT(DATETIME,@DATEENTERED),106) + CHAR(13) + CHAR(10)
+ 'Document Name: ' + @DOCUMENT +CHAR(13) + CHAR(10)
+ 'Document Class: ' + @DOCCLASS + CHAR(13) + CHAR(10)
INSERT INTO
[dbo].[UndertakingLog]
([UndertakingID],
[FieldChanges],
[FromValue],
[ToValue],
[ByWho],
[ModifiedDate])
VALUES(@DIARYID,
'New Documents Added',
@Description,
' - NIL - ',
@UserName,
CONVERT(DATETIME,GETDATE(),112))
END
SET @Result = @FILEPATH
END
ELSE
BEGIN
SET @Result = 'NOCHANGE'
END
END
--ELSE
-- BEGIN
-- UPDATE DAT
-- SET DAT.[TRACKREFERENCE] = @TRACKREFERENCE,
-- DAT.[CASECODE] = @CASECODE,
-- DAT.[NAME] = @NAME,
-- DAT.[DOCUMENT] = @DOCUMENT,
-- DAT.[FILEPATH] = @FILEPATH,
-- DAT.[TYPE] = @TYPE,
-- DAT.[DOCCLASS] = @DOCCLASS,
-- DAT.[DATEENTERED] = @DATEENTERED,
-- DAT.[ENTEREDBY] = @ENTEREDBY,
-- DAT.[LASTACCESSDATE] = @LASTACCESSDATE,
-- DAT.[LASTACCESSBY] = @LASTACCESSBY,
-- DAT.[SYSTEM] = @SYSTEM,
-- DAT.[DICTATIONFILE] = @DICTATIONFILE,
-- DAT.[Source] = @Source,
-- DAT.[Fees] = @Fees,
-- DAT.[Outlay] = @Outlay
-- FROM [dbo].[DiaryAttachments] DAT
-- WHERE DAT.[TRACKREFERENCE] = @TRACKREFERENCE
-- END
DECLARE @HandlerBin VARBINARY(128)
SET @HandlerBin = CONVERT(VARBINARY(128), @LASTACCESSBY)
set CONTEXT_INFO @HandlerBin
END
GO
IF OBJECT_ID(N'[KEYHM_InsertIntellisense]',N'P')IS NOT NULL
DROP PROCEDURE [KEYHM_InsertIntellisense]
GO
CREATE PROCEDURE [KEYHM_InsertIntellisense]
(
@Handler VARCHAR(6),
@Narrative VARCHAR(100)
)
AS
/*******************************************************************************************************
* This procedure is used To insert & update the Intellisense. *
* *
* Stored Procedure Name : [dbo].[KEYHM_InsertIntellisense] *
* Copied from : [dbo].[ky_NETInsertIntellisense] *
* *
* Modification History : *
* 2019-04-12 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
IF NOT EXISTS(SELECT TOP 1 * FROM Intellisense WHERE Handler = @Handler AND Narrative = @Narrative )
BEGIN
INSERT INTO
Intellisense
([Handler]
,[Narrative])
VALUES
(@Handler,
@Narrative )
SELECT
RTRIM(Id) AS Id,
RTRIM(Handler) AS Handler,
RTRIM(Narrative) AS Narrative
FROM
Intellisense
WHERE
Handler = @Handler
ORDER by Narrative
END
ELSE
BEGIN
SELECT
RTRIM(Id) AS Id,
RTRIM(Handler) AS Handler,
RTRIM(Narrative) AS Narrative
FROM
Intellisense
WHERE
Handler = @Handler
ORDER by Narrative
END
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_InsertTasksAction'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_InsertTasksAction]
END
GO
CREATE PROCEDURE [KEYHM_InsertTasksAction]
(
@CASECODE VARCHAR(20),
@FNCODE VARCHAR(10),
@TEAMCODE VARCHAR(10),
@Result INT OUTPUT
)
/*******************************************************************************************************
* This sp used to insert blank action. *
* *
* Stored Procedure Name : [dbo].[KEYHM_InsertTasksAction] *
* Copied from : [dbo].[ky_NETInsertTasksAction] *
* *
* Modification History : *
* 2019-04-12 Vinodhan K Created *
*******************************************************************************************************/
AS
BEGIN
SET NOCOUNT ON
--Diary
DECLARE @TIMECONVERT INT
SET @TIMECONVERT = dbo.ky_ConvertTimeToClarion(GETDATE())
DECLARE @ACTIONID INT
--Pino 2015-09-30 Start
EXEC @ACTIONID = [dbo].[KEYHM_GetNextActionID]
--SET @ACTIONID = (SELECT ISNULL(MAX(ACTIONID + 1), 1) FROM [dbo].[diary])
--Pino 2015-09-30 End
INSERT
INTO [dbo].[diary]
([CASECODE],
[DATE],
[STATUS],
[ACTIONCODE],
[ACTIONSTATUS],
[ACTIONTYPE],
[PROCESSTYPE],
[FNCODE],
[TEAMCODE],
[TEXT1],
[TEXT2],
[DELEGATEDFNR],
[DELEGATEDDATE],
[DELEGATEDBACKDATE],
[DEFERRED],
[DUEDATE],
[PUBLISH],
[DYSTARTTIME],
[DYENDTIME],
[DURATION],
[ACTIONID],
[ORGINALACTIONID],
[PRIORITY],
[HIGHLIGHTED],
[MILESTEONETYPE],
[ATTACHMENTS],
[PROCESSSTATUS],
[WORKPROCESS],
[BILLABLE],
[BILLDESCRIPTION],
[EMAILADDRESS],
[ADDRESSTO],
[CCTo],
[BCCTo],
[EMAIL],
[SUBJECT],
[DELEGATIONSTATUS],
[DRAFTBILLNO],
[CHEQUEREQNO],
[TxmSent],
[Location],
[HearingType],
[ForCopy],
[TxmDate],
[TxmSeqNo],
[DisplayText],
[Flag])
VALUES(@CASECODE,
GETDATE(),
0,
null,
null,
null,
null,
@FNCODE,
@TEAMCODE,
null,
null,
null,
null,
null,
null,
null,
null,
@TIMECONVERT,
@TIMECONVERT,
0,
@ACTIONID,
0,
null,
null,
null,
null,
0,
0,
0,
null,
null,
null,
null,
null,
null,
null,
0,
0,
0,
0,
null,
'Not Applicable',
null,
null,
0,
null,
0)
INSERT
INTO [dbo].[DiaryDelegations]
([ACTIONID],
[HANDLER],
[TEAM],
[DATE],
[TIME],
[DATER],
[TIMER],
[DUEDATE],
[DUETIME],
[REVIEW],
[STATUS],
[OWNER],
[DELEGATE],
[DELEGATESTATUS],
[ActionType],
[FromHandler],
[ReturnedBy],
[DelType])
VALUES(@ACTIONID,
@FNCODE,
@TEAMCODE,
GETDATE(),
@TIMECONVERT,
null,
@TIMECONVERT,
GETDATE(),
@TIMECONVERT,
null,
0,
'Y',
@FNCODE,
0,
null,
@FNCODE,
null,
'Created')
SET @Result = @ACTIONID
SET NOCOUNT OFF
END
GO
DECLARE @NCOMMAND NVARCHAR(MAX)
IF NOT((SELECT SERVERPROPERTY('Edition') AS [Edition]) = 'SQL Azure')
BEGIN
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_LogDocumentAccess'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_LogDocumentAccess]
END
SET @NCOMMAND =
N'
CREATE PROCEDURE
[dbo].[KEYHM_LogDocumentAccess]
(@TrackReference INT,
@Handler VARCHAR(10),
@Comment VARCHAR(2000))
AS
/*************************************************************************************************************
* *
* [dbo].[KEYHM_LogDocumentAccess] *
* *
* Log Document Access *
* *
* Compatibility information - PLEASE update older versions if necessary to ensure the compatible software *
* remains fully functional *
* ***************************************************************************************************** *
* * * *
* * Supersedes: - * *
* * First compatible version: 5.5.1.2 * *
* * Last compatible software version: - * *
* * Superseded by: - * *
* * * *
* ***************************************************************************************************** *
* *
* Modification History *
* 2017-10-02 Pino Carafa Created *
* 2018-08-09 Pino Carafa Performance Improvement *
* 2019-03-20 Pino Carafa Azure Compatibility *
* 2019-05-05 Arun V Copied from ky_NETSPDocumentAccess *
* 2020-06-25 Rajesh P Changed the [sysprocess] access from [master].[dbo] *
* 2021-07-29 Arun V Added in mobile appliction diary attachment delete functionality *
*************************************************************************************************************/
BEGIN
SET @TrackReference = ISNULL(@TrackReference, 0)
IF @TrackReference = 0
BEGIN
RETURN
END
IF (SELECT TOP 1 1 FROM [dbo].[DiaryAttachments] [DAT] WITH (NOLOCK) WHERE [DAT].[TrackReference] = @TrackReference) IS NULL
BEGIN
RETURN
END
IF EXISTS
(SELECT TOP 1 1
FROM [dbo].[Handlers] [HAN] WITH (NOLOCK)
WHERE [HAN].[CODE] = RTRIM(ISNULL(@Handler, '''')))
BEGIN
SELECT @Handler = RTRIM(ISNULL([HAN].[Code], ''''))
FROM [dbo].[Handlers] [HAN] WITH (NOLOCK)
WHERE [HAN].[CODE] = RTRIM(ISNULL(@Handler, ''''))
END
ELSE
BEGIN
SET @Handler = ''''
END
IF RTRIM(ISNULL(@Handler, '''')) = ''''
BEGIN
SELECT @Handler = CONVERT(VARCHAR(10),
CASE WHEN CHARINDEX(CHAR(0),
CONVERT(VARCHAR(MAX),
[P].[context_info])) > 0
THEN SUBSTRING(CONVERT(VARCHAR(MAX),
[P].[context_info]),
1,
CHARINDEX(CHAR(0),
CONVERT(VARCHAR(MAX),
[P].[context_info])) - 1)
ELSE CONVERT(VARCHAR(MAX),
[P].[context_info]) END)
FROM [master].[dbo].[sysprocesses] P
WHERE P.[spid] = @@SPID
END
SET @Handler = RTRIM(ISNULL(@Handler, ''ADM''))
SET @Comment = CASE WHEN RTRIM(ISNULL(@Comment, '''')) = ''''
THEN ''No reason given''
ELSE RTRIM(ISNULL(@Comment, '''')) END
INSERT
INTO [dbo].[DiaryAttachmentAccess]
([TrackReference],
[Handler],
[Comment])
VALUES(@TrackReference,
@Handler,
@Comment)
END
'
EXECUTE SP_EXECUTESQL @NCOMMAND
END
ELSE
BEGIN
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_LogDocumentAccess'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_LogDocumentAccess]
END
SET @NCOMMAND =
N'
CREATE PROCEDURE
[dbo].[KEYHM_LogDocumentAccess]
(@TrackReference INT,
@Handler VARCHAR(10),
@Comment VARCHAR(2000))
AS
/*************************************************************************************************************
* *
* [dbo].[KEYHM_LogDocumentAccess] *
* *
* Log Document Access *
* *
* Compatibility information - PLEASE update older versions if necessary to ensure the compatible software *
* remains fully functional *
* ***************************************************************************************************** *
* * * *
* * Supersedes: - * *
* * First compatible version: 5.5.1.2 * *
* * Last compatible software version: - * *
* * Superseded by: - * *
* * * *
* ***************************************************************************************************** *
* *
* Modification History *
* 2017-10-02 Pino Carafa Created *
* 2018-08-09 Pino Carafa Performance Improvement *
* 2019-03-20 Pino Carafa Azure Compatibility *
* 2019-05-05 Arun V Copied from ky_NETSPDocumentAccess *
* 2020-06-25 Rajesh P Changed the [sysprocess] access from [master].[dbo] *
* 2021-07-29 Arun V Added in mobile appliction diary attachment delete functionality *
*************************************************************************************************************/
BEGIN
SET @TrackReference = ISNULL(@TrackReference, 0)
IF @TrackReference = 0
BEGIN
RETURN
END
IF (SELECT TOP 1 1 FROM [dbo].[DiaryAttachments] [DAT] WITH (NOLOCK) WHERE [DAT].[TrackReference] = @TrackReference) IS NULL
BEGIN
RETURN
END
IF EXISTS
(SELECT TOP 1 1
FROM [dbo].[Handlers] [HAN] WITH (NOLOCK)
WHERE [HAN].[CODE] = RTRIM(ISNULL(@Handler, '''')))
BEGIN
SELECT @Handler = RTRIM(ISNULL([HAN].[Code], ''''))
FROM [dbo].[Handlers] [HAN] WITH (NOLOCK)
WHERE [HAN].[CODE] = RTRIM(ISNULL(@Handler, ''''))
END
ELSE
BEGIN
SET @Handler = ''''
END
IF RTRIM(ISNULL(@Handler, '''')) = ''''
BEGIN
SELECT @Handler = CONVERT(VARCHAR(10),
CASE WHEN CHARINDEX(CHAR(0),
CONVERT(VARCHAR(MAX),
[P].[context_info])) > 0
THEN SUBSTRING(CONVERT(VARCHAR(MAX),
[P].[context_info]),
1,
CHARINDEX(CHAR(0),
CONVERT(VARCHAR(MAX),
[P].[context_info])) - 1)
ELSE CONVERT(VARCHAR(MAX),
[P].[context_info]) END)
FROM [dbo].[sysprocesses] P
WHERE P.[spid] = @@SPID
END
SET @Handler = RTRIM(ISNULL(@Handler, ''ADM''))
SET @Comment = CASE WHEN RTRIM(ISNULL(@Comment, '''')) = ''''
THEN ''No reason given''
ELSE RTRIM(ISNULL(@Comment, '''')) END
INSERT
INTO [dbo].[DiaryAttachmentAccess]
([TrackReference],
[Handler],
[Comment])
VALUES(@TrackReference,
@Handler,
@Comment)
END
'
EXECUTE SP_EXECUTESQL @NCOMMAND
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_ModifyDiaryDetails'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_ModifyDiaryDetails]
END
GO
CREATE PROCEDURE
[dbo].[KEYHM_ModifyDiaryDetails]
(@CASECODE VARCHAR(20),
@DATE DATETIME,
@STATUS SMALLINT,
@ACTIONCODE VARCHAR(15),
@ACTIONSTATUS VARCHAR(3),
@ACTIONTYPE VARCHAR(1),
@PROCESSTYPE VARCHAR(1),
@FNCODE VARCHAR(10),
@TEAMCODE VARCHAR(10),
@TEXT1 VARCHAR(MAX),
@TEXT2 VARCHAR(MAX),
@DELEGATEDFNR VARCHAR(10),
@DELEGATEDDATE DATETIME,
@DELEGATEDBACKDATE DATETIME,
@DEFERRED VARCHAR(3),
@DUEDATE DATETIME,
@PUBLISH VARCHAR(1),
@DYSTARTTIME DATETIME,
@DYENDTIME DATETIME,
@DURATION NVARCHAR(20),
@ACTIONID BIGINT,
@ORGINALACTIONID BIGINT,
@PRIORITY VARCHAR(1),
@HIGHLIGHTED VARCHAR(1),
@MILESTEONETYPE VARCHAR(12),
@ATTACHMENTS VARCHAR(1),
@PROCESSSTATUS SMALLINT,
@WORKPROCESS SMALLINT,
@BILLABLE VARCHAR(1),
@BILLDESCRIPTION VARCHAR(150),
@EMAILADDRESS VARCHAR(150),
@ADDRESSTO VARCHAR(150),
@CCTo VARCHAR(150),
@BCCTo VARCHAR(150),
@EMAIL VARCHAR(1),
@SUBJECT VARCHAR(150),
@DELEGATIONSTATUS INT,
@DRAFTBILLNO INT,
@CHEQUEREQNO INT,
@TxmSent BIT,
@Location VARCHAR(50),
@HearingType VARCHAR(50),
@ForCopy VARCHAR(1),
@TxmDate DATETIME,
@TxmSeqNo INT,
@Flag TINYINT,
@KYC VARCHAR(1)='N',
@Result INT = 0 OUTPUT )
AS
/*******************************************************************************************************
* This stored procedure is used to insert or update the Client Case Action information. If ID is *
* already exist then it will update that record. otherwise new record will insert. *
* *
* Stored Procedure Name : [dbo].[KEYHM_ModifyDiaryDetails] *
* Copied from : [dbo].[ky_NETCCModifyDiaryDetails] *
* *
* Modification History : *
* 2019-04-12 Vinodhan K Created *
* 2019-11-28 Arun have fixed UTC conversion issue *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
DECLARE @TIMECONVERT INT
SET @TIMECONVERT = dbo.ky_ConvertTimeToClarion(dbo.KEYHM_FNConvertDateToUTC(@DYSTARTTIME, @FNCODE))
--SET @TIMECONVERT = dbo.ky_ConvertTimeToClarion(@DYSTARTTIME AT TIME ZONE dbo.KEYHM_FNGetHandlerTimeZone(@FNCODE) AT TIME ZONE 'UTC')
DECLARE @ENDTIME INT
SET @ENDTIME = dbo.ky_ConvertTimeToClarion(dbo.KEYHM_FNConvertDateToUTC(@DYENDTIME, @FNCODE))
--SET @ENDTIME = dbo.ky_ConvertTimeToClarion(@DYENDTIME AT TIME ZONE dbo.KEYHM_FNGetHandlerTimeZone(@FNCODE) AT TIME ZONE 'UTC')
DECLARE @DisplaytextValue VARCHAR(220)
SET @DisplaytextValue = [dbo].[KEYHM_FN_RemoveSpuriousWhitespace](ISNULL(@TEXT1, ''), 200)
--Creating temporary VARIABLE to get value based on actioncode
DECLARE @ACTIONCATEGORY1 VARCHAR(1),
@PUBLISHER1 VARCHAR(1) ,
@PROCEESSTYPE1 VARCHAR(1) ,
@HIGTLIGHTED1 VARCHAR(1) ,
@BILLABLE1 VARCHAR(1) ,
@KYC1 VARCHAR(1)
SELECT @ACTIONCATEGORY1 = ACTIONCATEGORY , @PUBLISHER1 = PUBLISHER ,@PROCEESSTYPE1 = PROCESSTYPE ,
@HIGTLIGHTED1=HIGHLIGHTED,@BILLABLE1= BILLABLE ,@KYC1= KYC
FROM [TEMPLATEACTIONS] where ACTIONCODE=@ACTIONCODE
IF(@ACTIONTYPE ='' or @ACTIONTYPE is null)
BEGIN
SET @ACTIONTYPE=@ACTIONCATEGORY1
END
IF(@PUBLISH ='' or @PUBLISH is null)
BEGIN
SET @PUBLISH=@PUBLISHER1
END
IF(@PROCESSTYPE ='' or @PROCESSTYPE is null)
BEGIN
SET @PROCESSTYPE=@PROCEESSTYPE1
END
IF(@HIGHLIGHTED ='' or @HIGHLIGHTED is null)
BEGIN
SET @HIGHLIGHTED=@HIGTLIGHTED1
END
IF(@BILLABLE ='' or @BILLABLE is null)
BEGIN
SET @BILLABLE=(IIF(@BILLABLE1='Y',1,0))
END
IF(@KYC ='' or @KYC is null)
BEGIN
SET @KYC=@KYC1
END
UPDATE DIA
SET [CASECODE] = @CASECODE,
[DATE] = dbo.KEYHM_FNConvertDateToUTC(@DATE, @FNCODE),
[STATUS] = @STATUS,
[ACTIONCODE] = @ACTIONCODE,
[ACTIONSTATUS] = @ACTIONSTATUS,
[ACTIONTYPE] = @ACTIONTYPE,
[FNCODE] = @FNCODE,
[TEAMCODE] = @TEAMCODE,
[TEXT1] = @TEXT1,
[TEXT2] = @TEXT2,
[DUEDATE] = dbo.KEYHM_FNConvertDateToUTC(@DUEDATE, @FNCODE),
[PUBLISH] = @PUBLISH,
[DYSTARTTIME] = @TIMECONVERT,
[DYENDTIME] = @ENDTIME,
[PRIORITY] = @PRIORITY,
[HIGHLIGHTED] = @HIGHLIGHTED,
[MILESTEONETYPE] = @MILESTEONETYPE,
[WORKPROCESS] = @WORKPROCESS,
[BILLABLE] = @BILLABLE,
[SUBJECT] = @SUBJECT,
[TxmSent] = @TxmSent,
[Location] = @Location,
[HearingType] = @HearingType,
[DisplayText] = @DisplaytextValue,
[Flag] = @Flag,
[KYC] = @KYC,
[IMAGENO] = dbo.ky_ConvertTimeToClarion(@DURATION)
FROM [dbo].[diary] DIA
WHERE DIA.[ACTIONID] = @ACTIONID
UPDATE DEL
SET DEL.[HANDLER] = @FNCODE,
DEL.[DELEGATE] = @FNCODE,
DEL.[TEAM] = @TEAMCODE
FROM [dbo].[DiaryDelegations] DEL
WHERE DEL.[ACTIONID] = @ACTIONID
AND DEL.[OWNER] = 'Y'
UPDATE DEL
SET DEL.[ActionType] = @ACTIONTYPE,
DEL.[DATE] = dbo.KEYHM_FNConvertDateToUTC(@DATE, @FNCODE),
DEL.[DUEDATE] = dbo.KEYHM_FNConvertDateToUTC(@DUEDATE, @FNCODE)
FROM [dbo].[DiaryDelegations] DEL
WHERE DEL.[ACTIONID] = @ACTIONID
AND DEL.[STATUS] = 0
IF (@STATUS = 0)
BEGIN
UPDATE DEL
SET DEL.[STATUS] = 0
FROM [dbo].[DiaryDelegations] DEL
WHERE DEL.[ACTIONID] = @ACTIONID
AND DEL.[OWNER] = 'Y'
END
ELSE
BEGIN
UPDATE DEL
SET DEL.[STATUS] = 1
FROM [dbo].[DiaryDelegations] DEL
WHERE DEL.[ACTIONID] = @ACTIONID
END
SET @Result = @ACTIONID
SET NOCOUNT OFF
END
GO
IF OBJECT_ID('[dbo].[KEYHM_NetWorkingDays]') IS NOT NULL
DROP FUNCTION [dbo].[KEYHM_NetWorkingDays]
GO
CREATE FUNCTION [dbo].[KEYHM_NetWorkingDays] (
@FROMDATE DATETIME,
@TODATE DATETIME)
RETURNS INT
AS
/*******************************************************************************************************
* Returns number of total working days between two dates. *
* *
* Stored Procedure Name : [dbo].[KEYHM_NetWorkingDays] *
* Copied from : [dbo].[ky_NETNetWorkingDays] *
* *
* Modification History : *
* 2019-04-16 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
DECLARE @I INT
DECLARE @COUNT INT
DECLARE @DIFF INT
SELECT @DIFF = DATEDIFF(D, @FROMDATE, @TODATE),
@I = 0,
@COUNT = 0
WHILE(@I < @DIFF)
BEGIN
SELECT @COUNT = @COUNT + 1
WHERE DATENAME(DW, DATEADD(D, @I, @FROMDATE)) NOT IN ('Saturday','Sunday')
SET @I = @I + 1
END
RETURN @COUNT
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_OutlayBalanceDrilldown'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_OutlayBalanceDrilldown]
END
GO
CREATE PROCEDURE
[dbo].[KEYHM_OutlayBalanceDrilldown]
(@Handler VARCHAR(10),
@PageNumber INT = NULL,
@PageSize INT = NULL,
@SearchText VARCHAR(100) = '',
@SortColumn VARCHAR(20) = '',
@SortDirection VARCHAR(10) = '')
AS
/**************************************************************************************************
*
* Details the values that make up the Outlay Balance in ky_NETDashboard
*
* Stored procedure name : KEYHM_OutlayBalanceDrilldown
* Copied from : ky_NETOutlayBalanceDrilldown
*
* Modification History
* 2015-06-24 Pino Carafa Created
* 2015-11-25 John Ginnane Formatting balance so negative balances are wrapped in parenthese
* 2016-01-11 John Ginnane Undone previous changes as VB .NET handles this
* 2019-22-04 Vinodhan K Created KAAS_OutlayBalanceDrilldown
*
***************************************************************************************************/
BEGIN
DECLARE @NCOMMAND NVARCHAR(MAX)
DECLARE @StartRow INT;
DECLARE @EndRow INT;
SET @PageNumber = ISNULL(@PageNumber, 0) - 1; -- 0 BASED INDEX
IF(@PageNumber > -1)
BEGIN
SET @StartRow = ((@PageNumber) * @PageSize) + 1;
SET @EndRow = (@StartRow + @PageSize) - 1;
END
IF(@SortColumn = '' OR @SortColumn = NULL)
BEGIN
SET @SortColumn = 'Row_Number'
END
IF(@SortDirection = '' OR @SortDirection = NULL)
BEGIN
SET @SortDirection = 'ASC'
END
IF [dbo].[ISSAM4]() = 0
BEGIN
SET @NCOMMAND = N'
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#OutlayBalanceSAM3Table
FROM
(
SELECT RTRIM(ISNULL(MAT.[CODE], '''')) AS [Code],
RTRIM(ISNULL(CON.[NAME], '''')) AS [ClientName],
RTRIM(ISNULL(MAT.[Description], '''')) AS [Description],
ISNULL(MAT.[OutlayBal], 0) AS [OutlayBalance],
ISNULL(MAT.[ClientBal], 0) AS [ClientACBalance]
FROM [dbo].[matters] MAT
INNER JOIN [dbo].[contacts] CON
ON CON.[code] = MAT.[clientcode]
WHERE
(
RTRIM(LTRIM(@SearchText)) = ''''
OR
(
[MAT].[CODE] LIKE ''%' + @SearchText + '%''
OR
[CON].[NAME] LIKE ''%' + @SearchText + '%''
OR
[MAT].[Description] LIKE ''%' + @SearchText + '%''
OR
[MAT].[OutlayBal] LIKE ''%' + @SearchText + '%''
OR
[MAT].[ClientBal] LIKE ''%' + @SearchText + '%''
)
)
AND MAT.[FECode] = @Handler
AND MAT.[Closed] <> ''Y''
AND MAT.[OutlayBal] <> 0) AS FoundTable
ORDER BY ' + @SortColumn + ' ' + @SortDirection + ' SELECT
*
FROM
#OutlayBalanceSAM3Table
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) AS TotalRecords
FROM
#OutlayBalanceSAM3Table'
END
ELSE
BEGIN
SET @NCOMMAND = N'
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#OutlayBalanceSAM4Table
FROM
(SELECT RTRIM(ISNULL(OBL.[CODE], '''')) AS [Code],
RTRIM(ISNULL(CON.[NAME], '''')) AS [ClientName],
RTRIM(ISNULL(MAT.[Description], '''')) AS [MatterDescription],
ISNULL(OBL.[OutlayBalance], 0) AS [OutlayBalance],
ISNULL(OBL.[ClientACBalance], 0) AS [ClientACBalance]
FROM ( SELECT MT1.[Code],
ISNULL(SUM(ISNULL(TRN.[OutlayValue], 0)), 0) AS [OutlayBalance],
ISNULL(SUM(ISNULL(TRN.[ClientCurrent], 0) + ISNULL(TRN.[ClientDeposit], 0)), 0) AS [ClientACBalance]
FROM [dbo].[matters] MT1
INNER JOIN [dbo].[Transactions] TRN
ON TRN.[MatterCode] = MT1.[Code]
AND ( ( (TRN.[Posted] = ''Y'')
AND (TRN.[RecType] <> ''V'')
AND (TRN.[CorrectionInd] = ''L''))
OR ( (TRN.[Posted] IS NULL)
AND (TRN.[RecType] IS NULL)
AND (TRN.[CorrectionInd] IS NULL)))
WHERE MT1.[FECode] = @Handler
AND MT1.[Closed] <> ''Y''
GROUP BY MT1.[Code]) OBL
INNER JOIN [dbo].[matters] MAT
INNER JOIN [dbo].[contacts] CON
ON CON.[code] = MAT.[clientcode]
ON MAT.[code] = OBL.[code]
WHERE
(
RTRIM(LTRIM(@SearchText)) = ''''
OR
(
[OBL].[CODE] LIKE ''%' + @SearchText + '%''
OR
[CON].[NAME] LIKE ''%' + @SearchText + '%''
OR
[MAT].[Description] LIKE ''%' + @SearchText + '%''
OR
[OBL].[OutlayBalance] LIKE ''%' + @SearchText + '%''
OR
[OBL].[ClientACBalance] LIKE ''%' + @SearchText + '%''
)
)
AND ISNULL(OBL.[OutlayBalance], 0) <> 0) AS FoundTable
ORDER BY ' + @SortColumn + ' ' + @SortDirection + ' SELECT
*
FROM
#OutlayBalanceSAM4Table
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) AS TotalRecords
FROM
#OutlayBalanceSAM4Table'
END
EXECUTE sp_executesql @NCOMMAND, N'@Handler VARCHAR(10), @SearchText VARCHAR(100), @StartRow INT, @EndRow INT', @Handler = @Handler, @SearchText = @SearchText, @StartRow = @StartRow, @EndRow = @EndRow
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = 'KEYHM_ReseedActionID'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_ReseedActionID]
END
GO
CREATE PROCEDURE
[dbo].[KEYHM_ReseedActionID]
AS
/*******************************************************************************************************
* Dummy Procedure in preparation for the use of the DiarySeed table *
* *
* Stored Procedure Name : [dbo].[KEYHM_ReseedActionID] *
* Copied from : [dbo].[ky_NETReseedActionID] *
* *
* Modification History : *
* 2019-04-11 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
RETURN
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_RestartDayBookEntry'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_RestartDayBookEntry]
END
GO
CREATE PROCEDURE
[dbo].[KEYHM_RestartDayBookEntry]
(@RecordID INT)
AS
/*******************************************************************************************************
* Resets a Day Book's Stopwatch status to 0 *
* Note: In order for this to work, the Fee Earner must NOT have other Daybook Entries with status 0 *
* *
* Stored Procedure Name : [dbo].[KEYHM_RestartDayBookEntry] *
* Copied from : [dbo].[ky_NETSPRestartDayBookEntry] *
* *
* Modification History : *
* 2019-04-12 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
DECLARE @FeeEarn VARCHAR(10)
SELECT @FeeEarn = [TDB].[FeeEarn]
FROM [dbo].[TimeDayBook] [TDB]
WHERE [TDB].[RecordID] = @RecordID
IF @FeeEarn IS NOT NULL
IF NOT EXISTS
(SELECT TOP 1 1
FROM [dbo].[TimeDayBook] [TDB]
WHERE [TDB].[FeeEarn] = @FeeEarn
AND [TDB].[RecordID] <> @RecordID
AND [TDB].[StopwatchStatus] = 0)
BEGIN
UPDATE [TDB]
SET [TDB].[StopwatchStatus] = 0
FROM [dbo].[TimeDayBook] [TDB]
WHERE [TDB].[RecordID] = @RecordID
SELECT CONVERT(INT, 0) AS [NewStopwatchStatus]
RETURN
END
SELECT CONVERT(INT, 1) AS [NewStopwatchStatus]
END
GO
IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = 'KEYHM_SaveAndAssignAction' AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_SaveAndAssignAction]
END
GO
CREATE PROCEDURE
[dbo].[KEYHM_SaveAndAssignAction]
(@CASECODE VARCHAR(20),
@DATE DATETIME,
@STATUS SMALLINT,
@ACTIONCODE VARCHAR(15),
@ACTIONSTATUS VARCHAR(3),
@ACTIONTYPE VARCHAR(1),
@PROCESSTYPE VARCHAR(1),
@FNCODE VARCHAR(10),
@TEAMCODE VARCHAR(10),
@TEXT1 VARCHAR(MAX),
@TEXT2 VARCHAR(MAX),
@DUEDATE DATETIME,
@PUBLISH VARCHAR(1),
@DYSTARTTIME DATETIME,
@DYENDTIME DATETIME,
@DURATION NVARCHAR(20),
@ACTIONID INT,
@PRIORITY VARCHAR(1),
@HIGHLIGHTED VARCHAR(1),
@MILESTEONETYPE VARCHAR(12),
@WORKPROCESS SMALLINT,
@BILLABLE VARCHAR(1),
@SUBJECT VARCHAR(150),
@TxmSent BIT,
@Location VARCHAR(50),
@HearingType VARCHAR(50),
@Flag TINYINT,
@KYC VARCHAR(1)='N',
@UPLOADACTIONID VARCHAR(36) = NULL,
@Result INT = 0 OUTPUT)
AS
/*******************************************************************************************************
* This stored procedure is used to insert the Diary Details when file sharing. *
* *
* *
* Modification History : *
* 2023-04-11 Vignesh M Created *
* 2023-04-25 Vignesh M Modified Upload Action Id Added *
* 2023-05-05 Vignesh M Modified Verified if action is exists or not *
* 2023-06-09 Vignesh M Modified Upload Action Id Datatype changed to Unique Identifier *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
DECLARE @UPDACTID UNIQUEIDENTIFIER
SET @UPDACTID = CAST(@UPLOADACTIONID AS UNIQUEIDENTIFIER)
--IF ISNULL(@UPDACTID,'') != ''
IF @UPDACTID IS NOT NULL
BEGIN
SELECT @ACTIONID = [ACTIONID]
FROM dbo.[diary]
WHERE [UPLOADACTIONID] = @UPDACTID
ORDER BY [ACTIONID] DESC
IF ISNULL(@ACTIONID,'') != ''
BEGIN
SET @Result = @ACTIONID
RETURN
END
END
IF NOT EXISTS(SELECT TOP 1 1
FROM dbo.[diary]
WHERE [UPLOADACTIONID] = @UPDACTID)
BEGIN
DECLARE @TIMECONVERT INT
SET @TIMECONVERT = dbo.ky_ConvertTimeToClarion(dbo.KEYHM_FNConvertDateToUTC(@DYSTARTTIME, @FNCODE))
DECLARE @ENDTIME INT
SET @ENDTIME = dbo.ky_ConvertTimeToClarion(dbo.KEYHM_FNConvertDateToUTC(@DYENDTIME, @FNCODE))
DECLARE @DisplaytextValue VARCHAR(220)
SET @DisplaytextValue = [dbo].[KEYHM_FN_RemoveSpuriousWhitespace](ISNULL(@TEXT1, ''), 200)
--Create Action Starts
SET @TIMECONVERT = dbo.ky_ConvertTimeToClarion(GETDATE())
EXEC @ACTIONID = [dbo].[KEYHM_GetNextActionID]
--Create Action Ends
--Creating temporary VARIABLE to get value based on actioncode
DECLARE @ACTIONCATEGORY1 VARCHAR(1),
@PUBLISHER1 VARCHAR(1) ,
@PROCEESSTYPE1 VARCHAR(1) ,
@HIGTLIGHTED1 VARCHAR(1) ,
@BILLABLE1 VARCHAR(1) ,
@KYC1 VARCHAR(1)
SELECT @ACTIONCATEGORY1 = ACTIONCATEGORY , @PUBLISHER1 = PUBLISHER ,@PROCEESSTYPE1 = PROCESSTYPE ,
@HIGTLIGHTED1=HIGHLIGHTED,@BILLABLE1= BILLABLE ,@KYC1= KYC
FROM [TEMPLATEACTIONS] where ACTIONCODE=@ACTIONCODE
IF(@ACTIONTYPE ='' or @ACTIONTYPE is null)
BEGIN
SET @ACTIONTYPE=@ACTIONCATEGORY1
END
IF(@PUBLISH ='' or @PUBLISH is null)
BEGIN
SET @PUBLISH=@PUBLISHER1
END
IF(@PROCESSTYPE ='' or @PROCESSTYPE is null)
BEGIN
SET @PROCESSTYPE=@PROCEESSTYPE1
END
IF(@HIGHLIGHTED ='' or @HIGHLIGHTED is null)
BEGIN
SET @HIGHLIGHTED=@HIGTLIGHTED1
END
IF(@BILLABLE ='' or @BILLABLE is null)
BEGIN
SET @BILLABLE=(IIF(@BILLABLE1='Y',1,0))
END
IF(@KYC ='' or @KYC is null)
BEGIN
SET @KYC=@KYC1
END
INSERT INTO [dbo].[diary]
([ACTIONID],
[CASECODE],
[DATE],
[STATUS],
[ACTIONCODE],
[ACTIONSTATUS],
[ACTIONTYPE],
[FNCODE],
[TEAMCODE],
[TEXT1],
[TEXT2],
[DUEDATE],
[PUBLISH],
[DYSTARTTIME],
[DYENDTIME],
[PRIORITY],
[HIGHLIGHTED],
[MILESTEONETYPE],
[WORKPROCESS],
[BILLABLE],
[SUBJECT],
[TxmSent],
[Location],
[HearingType],
[DisplayText],
[Flag],
[KYC],
[IMAGENO],
[UPLOADACTIONID])
SELECT @ACTIONID,
@CASECODE,
dbo.KEYHM_FNConvertDateToUTC(@DATE, @FNCODE),
@STATUS,
@ACTIONCODE,
@ACTIONSTATUS,
@ACTIONTYPE,
@FNCODE,
@TEAMCODE,
@TEXT1,
@TEXT2,
dbo.KEYHM_FNConvertDateToUTC(@DUEDATE, @FNCODE),
@PUBLISH,
@TIMECONVERT,
@ENDTIME,
@PRIORITY,
@HIGHLIGHTED,
@MILESTEONETYPE,
@WORKPROCESS,
@BILLABLE,
@SUBJECT,
@TxmSent,
@Location,
@HearingType,
@DisplaytextValue,
@Flag,
@KYC,
dbo.ky_ConvertTimeToClarion(@DURATION),
@UPDACTID
INSERT INTO [dbo].[DiaryDelegations]
([ACTIONID],
[HANDLER],
[TEAM],
[DATE],
[TIME],
[DATER],
[TIMER],
[DUEDATE],
[DUETIME],
[REVIEW],
[STATUS],
[OWNER],
[DELEGATE],
[DELEGATESTATUS],
[ActionType],
[FromHandler],
[ReturnedBy],
[DelType])
VALUES(@ACTIONID,
@FNCODE,
@TEAMCODE,
GETDATE(),
@TIMECONVERT,
null,
@TIMECONVERT,
GETDATE(),
@TIMECONVERT,
null,
0,
'Y',
@FNCODE,
0,
null,
@FNCODE,
null,
'Created')
UPDATE DEL
SET DEL.[HANDLER] = @FNCODE,
DEL.[DELEGATE] = @FNCODE,
DEL.[TEAM] = @TEAMCODE
FROM [dbo].[DiaryDelegations] DEL
WHERE DEL.[ACTIONID] = @ACTIONID
AND DEL.[OWNER] = 'Y'
UPDATE DEL
SET DEL.[ActionType] = @ACTIONTYPE,
DEL.[DATE] = dbo.KEYHM_FNConvertDateToUTC(@DATE, @FNCODE),
DEL.[DUEDATE] = dbo.KEYHM_FNConvertDateToUTC(@DUEDATE, @FNCODE)
FROM [dbo].[DiaryDelegations] DEL
WHERE DEL.[ACTIONID] = @ACTIONID
AND DEL.[STATUS] = 0
IF (@STATUS = 0)
BEGIN
UPDATE DEL
SET DEL.[STATUS] = 0
FROM [dbo].[DiaryDelegations] DEL
WHERE DEL.[ACTIONID] = @ACTIONID
AND DEL.[OWNER] = 'Y'
END
ELSE
BEGIN
UPDATE DEL
SET DEL.[STATUS] = 1
FROM [dbo].[DiaryDelegations] DEL
WHERE DEL.[ACTIONID] = @ACTIONID
END
DECLARE @TrackReference INT
EXEC @TrackReference = [dbo].[ky_NETGetNextTrackReference]
END
SET @Result = @ACTIONID
SET NOCOUNT OFF
END
GO
IF NOT((SELECT SERVERPROPERTY('Edition') AS [Edition]) = 'SQL Azure')
BEGIN
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_SaveDiaryAttachement'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_SaveDiaryAttachement]
END
DECLARE @NCOMMAND NVARCHAR(MAX)
SET @NCOMMAND =
N'CREATE PROCEDURE [dbo].[KEYHM_SaveDiaryAttachement] (
@FilePath VARCHAR(1000),
@FileName VARCHAR(1000),
@FileData VARBINARY(MAX),
@Result INT OUTPUT
)
AS
/*******************************************************************************************************
* To save the attachment to the physical path *
* *
* Stored Procedure Name : [dbo].[KEYHM_SaveDiaryAttachement] *
* *
* Modification History : *
* 2019-04-12 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
DECLARE @FullPath NVARCHAR (2000);
SET @FullPath = @FilePath + @FileName;
DECLARE @Obj INT;
SET NOCOUNT ON
BEGIN TRY
DECLARE @IsFolderExist AS INT
DECLARE @FileResult TABLE
(
IsFileExist INT,
IsFileDirectory INT,
IsParentDirectoryExist INT
)
INSERT INTO
@FileResult
(
IsFileExist,
IsFileDirectory,
IsParentDirectoryExist
)
EXECUTE XP_FILEEXIST @FilePath
SELECT
@IsFolderExist = IsFileDirectory
FROM
@FileResult
--Script to create directory
IF(@IsFolderExist = 0)
BEGIN
EXECUTE XP_CREATE_SUBDIR @FilePath
INSERT INTO
@FileResult
(
IsFileExist,
IsFileDirectory,
IsParentDirectoryExist
)
EXECUTE XP_FILEEXIST @FilePath
SELECT
@IsFolderExist = IsFileDirectory
FROM
@FileResult
END
IF(@IsFolderExist = 1)
BEGIN
EXEC SP_OACREATE ''ADODB.Stream'' ,@Obj OUTPUT;
EXEC SP_OASETPROPERTY @Obj ,''Type'',1;
EXEC SP_OAMETHOD @Obj,''Open'';
EXEC SP_OAMETHOD @Obj,''Write'', NULL, @FileData;
EXEC SP_OAMETHOD @Obj,''SaveToFile'', NULL, @FullPath, 2;
EXEC SP_OAMETHOD @Obj,''Close'';
EXEC SP_OADESTROY @Obj;
SELECT @Result = 1;
RETURN;
END
ELSE
BEGIN
SELECT @Result = 0;
RETURN;
END
END TRY
BEGIN CATCH
EXEC SP_OADESTROY @Obj;
SELECT @Result = 1;
RETURN;
END CATCH
SET NOCOUNT OFF
END'
EXECUTE SP_EXECUTESQL @NCOMMAND
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_SaveDocFolderTree'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_SaveDocFolderTree]
END
GO
CREATE PROCEDURE
[dbo].[KEYHM_SaveDocFolderTree]
(@folderxml NVARCHAR(MAX))
AS
/*******************************************************************************************************
* Saves the changes to a folder tree *
* *
* Stored Procedure Name : [dbo].[KEYHM_SaveDocFolderTree] *
* Copied from : [dbo].[ky_NETSPSaveDocFolderTree] *
* *
* Modification History: *
* 2019-04-23 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
DECLARE @iSL INT
DECLARE @MAX INT
DECLARE @data TABLE
([seq] INT IDENTITY(1, 1) NOT NULL PRIMARY KEY,
[id] INT NOT NULL,
[parent] INT NOT NULL,
[foldername] VARCHAR(500) NOT NULL,
[foldericon] INT NOT NULL,
[newfolder] BIT NOT NULL,
[deletefolder] BIT NOT NULL)
BEGIN TRY
EXEC SP_XML_PREPAREDOCUMENT @iSL OUTPUT, @folderxml
END TRY
BEGIN CATCH
EXEC SP_XML_PREPAREDOCUMENT @iSL OUTPUT, N''
END CATCH
INSERT
INTO @data
([id],
[parent],
[foldername],
[foldericon],
[newfolder],
[deletefolder])
SELECT SRC.[id],
SRC.[parent],
SRC.[foldername],
ISNULL(SRC.[foldericon], 1),
SRC.[newfolder],
SRC.[deletefolder]
FROM OPENXML(@iSL, N'folders/folder')
WITH ([id] INT '@id',
[parent] INT '@parent',
[foldername] VARCHAR(500) '@foldername',
[foldericon] INT '@foldericon',
[newfolder] BIT '@newfolder',
[deletefolder] BIT '@deletefolder') SRC
EXEC SP_XML_REMOVEDOCUMENT @iSL
SELECT @MAX = ISNULL(MAX([DF].[id]), 0) FROM [dbo].[DocFolders] [DF]
DECLARE @new TABLE
([seq] INT IDENTITY(1, 1) NOT NULL PRIMARY KEY,
[oldid] INT NOT NULL UNIQUE NONCLUSTERED,
[newid] INT NOT NULL)
INSERT
INTO @new
([oldid],
[newid])
SELECT [DT].[id],
0
FROM @data [DT]
WHERE [DT].[newfolder] = 1
UPDATE [nw]
SET [nw].[newid] = @MAX + [nw].[seq]
FROM @new [NW]
SET IDENTITY_INSERT [dbo].[DocFolders] ON
INSERT
INTO [dbo].[DocFolders]
([id],
[foldername],
[parent],
[foldericon])
SELECT [nw].[newid] AS [id],
[dt].[foldername] AS [foldername],
CASE ISNULL([pr].[newid], 0)
WHEN 0 THEN CASE ISNULL([dt].[parent], 0)
WHEN 0 THEN NULL
ELSE [dt].[parent] END
ELSE [pr].[newid] END AS [parent],
[dt].[foldericon]
FROM @data [dt]
INNER JOIN @new [nw]
ON [nw].[oldid] = [dt].[id]
LEFT OUTER JOIN @new [pr]
ON [pr].[oldid] = [dt].[parent]
SET IDENTITY_INSERT [dbo].[DocFolders] OFF
SELECT @MAX = ISNULL(MAX([DF].[id]), 0) + 1
FROM [dbo].[DocFolders] [DF]
DBCC CHECKIDENT('DocFolders', RESEED, @MAX)
DELETE [DF]
FROM @data [dt]
INNER JOIN [dbo].[DocFolders] [DF]
ON [DF].[id] = [dt].[id]
WHERE [dt].[deletefolder] = 1
UPDATE [DF]
SET [DF].[foldername] = [dt].[foldername],
[DF].[parent] = CASE ISNULL([dt].[parent], 0)
WHEN 0 THEN NULL
ELSE [dt].[parent] END,
[DF].[foldericon] = [dt].[foldericon]
FROM @data [dt]
INNER JOIN [dbo].[DocFolders] [DF]
ON [DF].[id] = [dt].[id]
WHERE [dt].[deletefolder] = 0
AND [dt].[newfolder] = 0
DECLARE @newid INT
SELECT TOP 1
@newid = ISNULL([nw].[newid], dt.[id])
FROM @data [dt]
LEFT OUTER JOIN @new [nw]
ON [nw].[oldid] = [dt].[id]
SELECT @newid [id]
RETURN @newid
END
GO
IF OBJECT_ID(N'KEYHM_ScalarXMLDiaryDelegation',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KEYHM_ScalarXMLDiaryDelegation]
GO
CREATE PROCEDURE [dbo].[KEYHM_ScalarXMLDiaryDelegation]
(@DEL VARCHAR(MAX))
AS
/*******************************************************************************************************
* *
* *
* Stored Procedure Name : [dbo].[KEYHM_ScalarXMLDiaryDelegation] *
* Copied from : [dbo].[ky_NETSPScalarXMLDiaryDelegation] *
* *
* Modification History: *
* 2019-04-23 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
/*
example
XXX
XXX
Y
Do not
YYY
YYY
N
Do
ZZZ
ZZZ
*/
EXEC sp_xml_preparedocument @idoc OUTPUT, @NextActionsXML
IF (@@ERROR <> 0)
BEGIN
/* this will eventually lead to a rollback */
SET @Continue = 1
END
-- END IF (@@ERROR <> 0)
IF (@Continue = 0)
BEGIN
SELECT @Continue = COUNT(1)
FROM OPENXML(@idoc, 'NA/NextAction', 2)
WITH([Process] VARCHAR(1) 'Process',
[Decision] VARCHAR(10) 'Decision',
[Code] VARCHAR(5) 'Code',
[Date] DATETIME) NA
INNER JOIN [dbo].[Diary] DIA
ON DIA.[ACTIONID] = @ActionID
INNER JOIN [dbo].[TemplateActions] TAC
ON TAC.[ACTIONCODE] = NA.[Code]
AND TAC.[AssignActionTo] = 'P'
INNER JOIN [dbo].[Handlers] HAN
ON HAN.[CODE] = @CurFee
INNER JOIN [dbo].[matters] MAT
INNER JOIN [dbo].[Contacts] CNT
ON CNT.[Code] = MAT.[ClientCode]
ON MAT.[Code] = DIA.[CASECODE]
AND RTRIM(ISNULL(MAT.[Partner], '')) = ''
WHERE NA.[Process] = 'Y'
AND NA.[Decision] = 'Do'
IF (@@ERROR <> 0)
BEGIN
/* this will eventually lead to a rollback */
SET @Continue = 1
END
-- END IF (@@ERROR <> 0)
END
-- END IF (@Continue = 0)
IF (@Continue = 0)
BEGIN
/* top condition: (@Owner = 1) / NextActions */
-- Delete next actions flagged AS "Do Not". First, Diary Delegations:
DELETE DSL
FROM OPENXML(@idoc, 'NA/NextAction', 2)
WITH([Process] VARCHAR(1) 'Process',
[Decision] VARCHAR(10) 'Decision',
[Code] VARCHAR(5) 'Code',
[Date] DATETIME) BLCH
INNER JOIN [dbo].[Diary] DIA
ON DIA.[ACTIONID] = @ActionID
INNER JOIN [dbo].[Diary] DS
INNER JOIN [dbo].[DiaryDelegations] DSL
ON DSL.[ACTIONID] = DS.[ACTIONID]
ON DS.[CASECODE] = DIA.[CASECODE]
AND DS.[ACTIONCODE] = BLCH.[Code]
AND DS.[STATUS] = 0
WHERE BLCH.[Process] = 'Y'
AND BLCH.[Decision] = 'Do not'
IF (@@ERROR <> 0)
BEGIN
/* this will eventually lead to a rollback */
SET @Continue = 1
END
-- END IF (@@ERROR <> 0)
END
-- END IF (@Continue = 0)
IF (@Continue = 0)
BEGIN
/* top condition: (@Owner = 1) / NextActions */
-- Delete next actions flagged AS "Do Not". Second, OlApptXRef:
DELETE DOL
FROM OPENXML(@idoc, 'NA/NextAction', 2)
WITH([Process] VARCHAR(1) 'Process',
[Decision] VARCHAR(10) 'Decision',
[Code] VARCHAR(5) 'Code',
[Date] DATETIME) BLCH
INNER JOIN [dbo].[Diary] DIA
ON DIA.[ACTIONID] = @ActionID
INNER JOIN [dbo].[Diary] DS
INNER JOIN [dbo].[OLApptXref] DOL
ON DOL.[ACTIONID] = DS.[ACTIONID]
ON DS.[CASECODE] = DIA.[CASECODE]
AND DS.[ACTIONCODE] = BLCH.[Code]
AND DS.[STATUS] = 0
WHERE BLCH.[Process] = 'Y'
AND BLCH.[Decision] = 'Do not'
IF (@@ERROR <> 0)
BEGIN
/* this will eventually lead to a rollback */
SET @Continue = 1
END
-- END IF (@@ERROR <> 0)
END
-- END IF (@Continue = 0)
IF (@Continue = 0)
BEGIN
/* top condition: (@Owner = 1) / NextActions */
-- Delete next actions flagged AS "Do Not". Third, DiaryAttachments:
DELETE DAT
FROM OPENXML(@idoc, 'NA/NextAction', 2)
WITH([Process] VARCHAR(1) 'Process',
[Decision] VARCHAR(10) 'Decision',
[Code] VARCHAR(5) 'Code',
[Date] DATETIME) BLCH
INNER JOIN [dbo].[Diary] DIA
ON DIA.[ACTIONID] = @ActionID
INNER JOIN [dbo].[Diary] DS
INNER JOIN [dbo].[DiaryAttachments] DAT
ON DAT.[DiaryID] = DS.[ACTIONID]
ON DS.[CASECODE] = DIA.[CASECODE]
AND DS.[ACTIONCODE] = BLCH.[Code]
AND DS.[STATUS] = 0
WHERE BLCH.[Process] = 'Y'
AND BLCH.[Decision] = 'Do not'
IF (@@ERROR <> 0)
BEGIN
/* this will eventually lead to a rollback */
SET @Continue = 1
END
-- END IF (@@ERROR <> 0)
END
-- END IF (@Continue = 0)
IF (@Continue = 0)
BEGIN
/* top condition: (@Owner = 1) / NextActions */
-- Delete next actions flagged AS "Do Not". Fourth, DiaryLinks:
DELETE DLK
FROM OPENXML(@idoc, 'NA/NextAction', 2)
WITH([Process] VARCHAR(1) 'Process',
[Decision] VARCHAR(10) 'Decision',
[Code] VARCHAR(5) 'Code',
[Date] DATETIME) BLCH
INNER JOIN [dbo].[Diary] DIA
ON DIA.[ACTIONID] = @ActionID
INNER JOIN [dbo].[Diary] DS
INNER JOIN [dbo].[DiaryLinks] DLK
ON DLK.[ACTIONID] = DS.[ACTIONID]
ON DS.[CASECODE] = DIA.[CASECODE]
AND DS.[ACTIONCODE] = BLCH.[Code]
AND DS.[STATUS] = 0
WHERE BLCH.[Process] = 'Y'
AND BLCH.[Decision] = 'Do not'
IF (@@ERROR <> 0)
BEGIN
/* this will eventually lead to a rollback */
SET @Continue = 1
END
-- END IF (@@ERROR <> 0)
END
-- END IF (@Continue = 0)
IF (@Continue = 0)
BEGIN
/* top condition: (@Owner = 1) / NextActions */
-- Delete next actions flagged AS "Do Not". Fifth, DiaryTemp:
DELETE DTM
FROM OPENXML(@idoc, 'NA/NextAction', 2)
WITH([Process] VARCHAR(1) 'Process',
[Decision] VARCHAR(10) 'Decision',
[Code] VARCHAR(5) 'Code',
[Date] DATETIME) BLCH
INNER JOIN [dbo].[Diary] DIA
ON DIA.[ACTIONID] = @ActionID
INNER JOIN [dbo].[Diary] DS
INNER JOIN [dbo].[DiaryTemp] DTM
ON DTM.[ACTIONID] = DS.[ACTIONID]
ON DS.[CASECODE] = DIA.[CASECODE]
AND DS.[ACTIONCODE] = BLCH.[Code]
AND DS.[STATUS] = 0
WHERE BLCH.[Process] = 'Y'
AND BLCH.[Decision] = 'Do not'
IF (@@ERROR <> 0)
BEGIN
/* this will eventually lead to a rollback */
SET @Continue = 1
END
-- END IF (@@ERROR <> 0)
END
-- END IF (@Continue = 0)
IF (@Continue = 0)
BEGIN
/* top condition: (@Owner = 1) / NextActions */
-- Delete next actions flagged AS "Do Not". Second, the actual Diary entries:
DELETE DS
FROM OPENXML(@idoc, 'NA/NextAction', 2)
WITH([Process] VARCHAR(1) 'Process',
[Decision] VARCHAR(10) 'Decision',
[Code] VARCHAR(5) 'Code',
[DATE] DATETIME) BLCH
INNER JOIN [dbo].[Diary] DIA
ON DIA.[ACTIONID] = @ActionID
INNER JOIN [dbo].[Diary] DS
ON DS.[CASECODE] = DIA.[CASECODE]
AND DS.[ACTIONCODE] = BLCH.[Code]
AND DS.[STATUS] = 0
WHERE BLCH.[Process] = 'Y'
AND BLCH.[Decision] = 'Do not'
IF (@@ERROR <> 0)
BEGIN
/* this will eventually lead to a rollback */
SET @Continue = 1
END
-- END IF (@@ERROR <> 0)
END
-- END IF (@Continue = 0)
/* Create new Actions based on the TemplateNextAction entries that are
flagged AS "Do"s.
As this involves a number of steps, we'll use a temporary table @NA
(nextactions) that will hold the newly created Action IDs.
We can then use that AS a basis for all following INSERT and UPDATE
statements ensuring that all Diary / DiaryDelegation (etc) entries are
correctly linked within this transaction.
*/
IF (@Continue = 0)
BEGIN
/* top condition: (@Owner = 1) / NextActions */
--Pino 2015-09-30 Start
EXEC @MaxActionID = [dbo].[KEYHM_GetNextActionID]
SET @MaxActionID = @MaxActionID - 1
--SELECT @MaxActionID = IsNull(MAX(DIA.[ActionID]), 0)
-- FROM [dbo].[Diary] DIA
--Pino 2015-09-30 Start
IF (@@ERROR <> 0)
BEGIN
/* this will eventually lead to a rollback */
SET @Continue = 1
END
-- END IF (@@ERROR <> 0)
IF (@Continue = 0)
BEGIN
INSERT
INTO @NA
([ActionID],
[Code],
[Date])
SELECT @MaxActionID,
BLCH.[Code],
[Date]
FROM OPENXML(@idoc, 'NA/NextAction', 2)
WITH(Process VARCHAR(1) 'Process',
Decision VARCHAR(10) 'Decision',
Code VARCHAR(5) 'Code',
[Date] DATETIME) BLCH
WHERE BLCH.[Process] = 'Y'
AND BLCH.[Decision] = 'Do'
IF (@@ERROR <> 0)
BEGIN
/* this will eventually lead to a rollback */
SET @Continue = 1
END
-- END IF (@@ERROR <> 0)
END
-- END IF (@Continue = 0)
END
-- END IF (@Continue = 0)
EXEC sp_xml_removedocument @idoc
IF (@@ERROR <> 0)
BEGIN
/* this will eventually lead to a rollback */
SET @Continue = 1
END
-- END IF (@@ERROR <> 0)
IF (@Continue = 0)
BEGIN
/* top condition: (@Owner = 1) / NextActions */
UPDATE @NA SET [ActionID] = [ActionID] + [ID]
IF (@@ERROR <> 0)
BEGIN
/* this will eventually lead to a rollback */
SET @Continue = 1
END
-- END IF (@@ERROR <> 0)
END
-- END IF (@Continue = 0)
IF (@Continue = 0)
BEGIN
/* top condition: (@Owner = 1) / NextActions */
/* The following is based on the original Clarion
AddDiaryStep procedure (in CaseFun)
Based on the NextActions in the temporary @NA table this code will:
- Create new Diary entries,
- Add their DiaryDelegation records,
- Set the Linked Alarm
- Update CaseMaster with the last added Diary Work Type
ADDDIARYSTEP - START
*/
INSERT
INTO [dbo].[Diary]
([ActionID],
[CASECODE],
[DATE],
[STATUS],
[ACTIONSTATUS],
[ACTIONCODE],
[ACTIONTYPE],
[FnCode],
[TeamCode],
[Text1],
[Displaytext],
[DYStartTime],
[DYEndTime],
[DueDate],
[ImageNo],
[Publish],
[Priority],
[Highlighted],
[Billable],
[ProcessStatus],
[BillDescription],
[MILESTEONETYPE],
[ORGINALACTIONID],
[DraftBillNo],
[Subject])
SELECT NA.[ActionID],
DIA.[CASECODE] AS [CASECODE],
--[dbo].[ky_WDGetDate](@Now,
-- TNA.[WHENTYPE],
-- TNA.[WHEN]) AS [DATE],
NA.[Date] AS [DATE],
0 AS [STATUS],
TAC.[STATUS] AS [ACTIONSTATUS],
NA.[Code] AS [ACTIONCODE],
TAC.[ACTIONCATEGORY] AS [ACTIONTYPE],
CASE TAC.[AssignActionTo]
WHEN 'C'
THEN MAT.[FECode]
WHEN 'P'
THEN MAT.[Partner]
WHEN 'F'
THEN CNT.[FE]
WHEN 'O'
THEN TAC.[ASSIGNHANDLER]
ELSE @CurFee END AS [FnCode],
CASE TAC.[AssignTeamActionTo]
WHEN 'O'
THEN TAC.[ASSIGNTEAM]
ELSE HAN.[TEAM] END AS [TeamCode],
TAC.[DESC] AS [Text1],
[dbo].[KEYHM_FN_RemoveSpuriousWhitespace](ISNULL(CONVERT(VARCHAR(MAX), TAC.[DESC]), ''), 200) AS [Displaytext],
@NowClarionTime AS [DYStartTime],
@NowClarionEndTime AS [DYEndTime],
--[dbo].[ky_WDGetDate](@NowDateOnly,
-- TNA.[WHENTYPE],
-- TNA.[WHEN]) AS [DueDate],
NA.[Date] AS [DueDate],
0 As [ImageNo],
TAC.[PUBLISHER] AS [Publish],
IsNull(SUBSTRING(TAC.[PRIORITY], 1, 1), 'N') As [Priority],
TAC.[HIGHLIGHTED] As [Highlighted],
CASE TAC.[BILLABLE]
WHEN 'Y'
THEN 1
ELSE 0 END As [Billable],
0 As [ProcessStatus],
TAC.[BILLDESCRIPTION] AS [BillDescription],
CASE TAC.[AssignActionTo]
WHEN 'C'
THEN MAT.[FECode]
WHEN 'P'
THEN MAT.[Partner]
WHEN 'F'
THEN CNT.[FE]
WHEN 'O'
THEN TAC.[ASSIGNHANDLER]
ELSE @CurFee END AS [MilestoneType],
@ActionID As [OriginalActionID],
0 As [DraftBillNo],
CASE WHEN SUBSTRING(TAC.[DESC],0,CHARINDEX (CHAR(13),TAC.[DESC]))= '' THEN TAC.[DESC]
ELSE SUBSTRING(TAC.[DESC],0,CHARINDEX (CHAR(13),TAC.[DESC]))
END
FROM @NA NA
INNER JOIN [dbo].[Diary] DIA
ON DIA.[ACTIONID] = @ActionID
INNER JOIN [dbo].[TemplateActions] TAC
ON TAC.[ACTIONCODE] = NA.[Code]
INNER JOIN [dbo].[TemplateNextActions] TNA
ON TNA.[ACTION] = DIA.[ACTIONCODE]
AND TNA.[NEXTACTION] = NA.[Code]
INNER JOIN [dbo].[Handlers] HAN
ON HAN.[CODE] = @CurFee
INNER JOIN [dbo].[matters] MAT
INNER JOIN [dbo].[Contacts] CNT
ON CNT.[Code] = MAT.[ClientCode]
ON MAT.[Code] = DIA.[CASECODE]
IF (@@ERROR <> 0)
BEGIN
/* this will eventually lead to a rollback */
SET @Continue = 1
END
-- END IF (@@ERROR <> 0)
--Pino 2015-09-30 Start
--reseed
EXEC [dbo].[KEYHM_ReseedActionID]
--EXEC @MaxActionID = [dbo].[KEYHM_GetNextActionID]
--Pino 2015-09-30 Start
IF (@Continue = 0)
BEGIN
/* top condition: (@Owner = 1) / NextActions / AddDiaryStep */
INSERT
INTO [dbo].[DiaryDelegations]
([ACTIONID],
[HANDLER],
[TEAM],
[DATE],
[TIME],
[DUEDATE],
[DUETIME],
[STATUS],
[OWNER],
[DELEGATE],
[ACTIONTYPE],
[DelType],
[FromHandler])
SELECT DIA.[ACTIONID] AS [ACTIONID],
CASE WHEN @TakeOwnership = 1 THEN @CurFee ELSE DIA.[FNCODE] END AS [HANDLER],
CASE WHEN @TakeOwnership = 1 THEN @CurTeam ELSE DIA.[TEAMCODE] END AS [TEAM],
DIA.[DUEDATE] AS [DATE],
@NowClarionTime AS [TIME],
DIA.[DUEDATE] AS [DUEDATE],
@NowClarionTime AS [DUETIME],
DIA.[STATUS] AS [STATUS],
'Y' AS [OWNER],
DIA.[FNCODE] AS [DELEGATE],
DIA.[ACTIONTYPE] AS [ACTIONTYPE],
'Created' AS [DelType],
DIA.[FNCODE] AS [FromHandler]
FROM @NA NA
INNER JOIN [dbo].[Diary] DIA
ON DIA.[ACTIONID] = NA.[ActionID]
IF (@@ERROR <> 0)
BEGIN
/* this will eventually lead to a rollback */
SET @Continue = 1
END
-- END IF (@@ERROR <> 0)
END
-- END IF (@Continue = 0)
IF (@Continue = 0)
BEGIN
/* top condition: (@Owner = 1) / NextActions / AddDiaryStep */
INSERT
INTO [dbo].[Alarms]
([ID],
[HandlerCode],
[MatterRef],
[LinkID],
[OriginalDate],
[DeferredDate],
[Title],
[Message],
[Type],
[Status])
SELECT convert(VARCHAR(38), newid()) AS [ID],
DEL.[HANDLER] AS [Handler],
DIA.[CASECODE] As [MatterRef],
convert(VARCHAR(50), NA.[ActionID]) AS [LinkID],
DIA.[DATE] As [OriginalDate],
DIA.[DATE] As [DeferredDate],
CASE WHEN DIA.[ActionType] <> 'E'
THEN ISNULL(RTRIM(SUBSTRING(DIA.[TEXT1], 1, 255)), '')
WHEN DIA.[ProcessType] = 'I'
THEN RTRIM(SUBSTRING( 'Email From:'
+ RTRIM(ISNULL([dbo].[ky_GetNameFromEmailAddress](DIA.[EMAILADDRESS]), ''))
+ ' - '
+ ISNULL(SUBSTRING(DIA.[Subject],
1,
255), ''),
1,
255))
ELSE RTRIM(SUBSTRING( 'Email To:'
+ RTRIM(ISNULL(SUBSTRING(DIA.[AddressTo],
1,
255), ''))
+ ' - '
+ ISNULL(SUBSTRING(DIA.[Subject],
1,
255), ''),
1,
255)) END AS [Title],
RTRIM(SUBSTRING(DIA.[Text1], 1, 8000)) AS [Message],
@AlarmType As [Type],
ALS.[StatusID] AS [Status]
FROM @NA NA
INNER JOIN [dbo].[Diary] DIA
ON DIA.[ACTIONID] = NA.[ActionID]
INNER JOIN [dbo].[DiaryDelegations] DEL
ON DEL.[ACTIONID] = NA.[ActionID]
INNER JOIN [dbo].[AlarmStatus] ALS
ON ALS.[Description] = 'Attention'
IF (@@ERROR <> 0)
BEGIN
/* this will eventually lead to a rollback */
SET @Continue = 1
END
-- END IF (@@ERROR <> 0)
END
-- END IF (@Continue = 0)
IF (@Continue = 0)
BEGIN
/* top condition: (@Owner = 1) / NextActions / AddDiaryStep */
IF NOT ((SELECT RTRIM(ISNULL(T.HoldCasePlan,'N')) FROM templateactions T INNER JOIN Diary D on T.ACTIONCODE = D.ACTIONCODE WHERE D.ACTIONID = @ActionID) = 'Y')
BEGIN
UPDATE CSM
SET CSM.[CSWKTCODE] = TAC.[WKTCODE]
FROM ( SELECT MAX(NA.[ActionID]) AS [MaxActionID]
FROM @NA NA) LAID
INNER JOIN [dbo].[Diary] DIA
INNER JOIN [dbo].[TemplateActions] TAC
ON TAC.[ACTIONCODE] = DIA.[ACTIONCODE]
ON DIA.[ACTIONID] = LAID.[MaxActionID]
INNER JOIN [dbo].[CaseMaster] CSM
ON CSM.[CSCODE] = DIA.[CASECODE]
END
END
-- END IF (@Continue = 0)
/*
ADDDIARYSTEP - END
*/
END
-- END IF (@Continue = 0)
END
-- END IF (@Continue = 0)
IF (@Continue = 0)
BEGIN
/* top condition: (@Owner = 1) */
/* Complete the diary delegations */
UPDATE DEL
SET DEL.[STATUS] = 1,
DEL.[HANDLER] = CASE WHEN @TakeOwnership = 1 THEN @CurFee ELSE DEL.[HANDLER] END,
DEL.[TEAM] = CASE WHEN @TakeOwnership = 1 THEN @CurTeam ELSE DEL.[TEAM] END,
DEL.[DelType] = CASE WHEN (@TakeOwnership = 1) AND (DEL.[DelType] = 'Released') AND (DEL.[FromHandler] = @CurFee) THEN 'Completed' ELSE DEL.[DelType] END
FROM [dbo].[DiaryDelegations] DEL
WHERE DEL.[ACTIONID] = @ActionID
AND IsNull(DEL.[STATUS], 0) <> 1
IF (@@ERROR <> 0)
BEGIN
/* this will eventually lead to a rollback */
SET @Continue = 1
END
-- END IF (@@ERROR <> 0)
END
-- END IF (@Continue = 0)
IF (@Continue = 0)
BEGIN
/* top condition: (@Owner = 1) */
/* Write new 'Completed' row to Diary Delegations */
INSERT
INTO [dbo].[DiaryDelegations]
([ACTIONID],
[HANDLER],
[TEAM],
[FromHandler],
[ReturnedBy],
[DELEGATE],
[DATE],
[TIME],
[STATUS],
[DELEGATESTATUS],
[DelType])
SELECT DIA.[ACTIONID],
DIA.[FNCODE],
DIA.[TEAMCODE],
DIA.[FNCODE],
DIA.[FNCODE],
DIA.FNCODE,
@NowDateOnly,
@NowClarionTime,
1,
1,
'Completed'
FROM [dbo].[Diary] DIA
WHERE DIA.[ACTIONID] = @ActionID
IF (@@ERROR <> 0)
BEGIN
/* this will eventually lead to a rollback */
SET @Continue = 1
END
-- END IF (@@ERROR <> 0)
END
-- END IF (@Continue = 0)
END
-- END IF (@Owner = 1)
IF (@Owner = 0)
BEGIN
IF (@Continue = 0)
BEGIN
/* top condition: (@Owner = 0) */
/* Return Action */
UPDATE DIA
SET DIA.[DELEGATEDFNR] = @LocDel,
DIA.[PROCESSSTATUS] = 0,
DIA.[DELEGATIONSTATUS] = CASE WHEN @LocDel = DIA.[FNCODE]
THEN 2
ELSE DIA.[DELEGATIONSTATUS] END
FROM [dbo].[Diary] DIA
WHERE DIA.[ACTIONID] = @ActionID
IF (@@ERROR <> 0)
BEGIN
/* this will eventually lead to a rollback */
SET @Continue = 1
END
-- END IF (@@ERROR <> 0)
END
-- END IF (@Continue = 0)
IF (@Continue = 0)
BEGIN
/* top condition: (@Owner = 0) */
IF (@WorkProcess = 0)
BEGIN
INSERT
INTO [dbo].[DiaryDelegations]
([ACTIONID],
[HANDLER],
[TEAM],
[DATE],
[TIME],
[TIMER],
[DUETIME],
[REVIEW],
[STATUS],
[OWNER],
[DELEGATE],
[DELEGATESTATUS],
[ActionType],
[FromHandler],
[ReturnedBy],
[DelType])
SELECT DEL.[ACTIONID],
@CurFee As [HANDLER],
@CurTeam AS [TEAM],
@Now,
@NowClarionTime,
NULL AS [TIMER],
'' AS [DUETIME],
'' AS [REVIEW],
1 AS [STATUS],
'' AS [OWNER],
@CurFee AS [DELEGATE],
1 As [DELEGATESTATUS],
'' AS [ActionType],
@CurFee AS [FromHandler],
@CurFee AS [ReturnedBy],
'Processed' AS [DelType]
FROM [dbo].[DiaryDelegations] DEL
WHERE DEL.[ACTIONID] = @ActionID
AND DEL.[HANDLER] = @LocDel
AND DEL.[STATUS] = 0
UPDATE DIA
SET DIA.[WorkProcess] = 1
FROM [dbo].[Diary] DIA
WHERE DIA.[ActionID] = @ActionID
END
INSERT
INTO [dbo].[DiaryDelegations]
([ACTIONID],
[ActionType],
[DATE],
[DATER],
[DELEGATE],
[DELEGATESTATUS],
[DUEDATE],
[DUETIME],
[DelType],
[FromHandler],
[HANDLER],
[OWNER],
[REVIEW],
[ReturnedBy],
[STATUS],
[TEAM],
[TIME],
[TIMER])
SELECT DEL.[ACTIONID],
DEL.[ActionType],
@Now,
@NowDateOnly AS [DATER],
DEL.[DELEGATE],
2 As [DELEGATESTATUS],
DEL.[DUEDATE],
DEL.[DUETIME],
'Returned' AS [DelType],
DEL.[FromHandler],
DEL.[HANDLER],
DEL.[OWNER],
DEL.[REVIEW],
@CurFee AS [ReturnedBy],
1 AS [STATUS],
DEL.[TEAM],
@NowClarionTime,
@NowClarionTime AS [TIMER]
FROM [dbo].[DiaryDelegations] DEL
WHERE DEL.[ACTIONID] = @ActionID
AND DEL.[HANDLER] = @LocDel
AND DEL.[STATUS] = 0
IF (@@ERROR <> 0)
BEGIN
/* this will eventually lead to a rollback */
SET @Continue = 1
END
-- END IF (@@ERROR <> 0)
END
-- END IF (@Continue = 0)
IF (@Continue = 0)
BEGIN
/* top condition: (@Owner = 0) */
UPDATE DEL
SET DEL.[DELEGATESTATUS] = 2,
DEL.[DATER] = @NowDateOnly,
DEL.[TIMER] = @NowClarionTime,
DEL.[ReturnedBy] = @CurFee
FROM [dbo].[DiaryDelegations] DEL
WHERE DEL.[ACTIONID] = @ActionID
AND DEL.[HANDLER] = @LocDel
AND DEL.[STATUS] = 0
IF (@@ERROR <> 0)
BEGIN
/* this will eventually lead to a rollback */
SET @Continue = 1
END
-- END IF (@@ERROR <> 0)
END
-- END IF (@Continue = 0)
END
-- END IF (@Owner = 0)
END
-- END IF (@Continue = 0)
END
END TRY
BEGIN CATCH
SET @Continue = 1
END CATCH
IF (@Continue = 0)
BEGIN
BEGIN TRY
IF EXISTS (SELECT TOP 1 1
FROM [dbo].[DiaryDelegations] [DEL]
WHERE [DEL].[ACTIONID] = @ActionID
AND [DEL].[STATUS] = 0
AND [DEL].[OWNER] = 'Y')
BEGIN
UPDATE [DEL]
SET [DEL].[OWNER] = ''
FROM [dbo].[DiaryDelegations] [DEL]
WHERE [DEL].[ACTIONID] = @ActionID
AND [DEL].[STATUS] = 1
AND [DEL].[OWNER] = 'Y'
END
END TRY
BEGIN CATCH
SET @Continue = 1
END CATCH
END
IF (@Continue = 0)
BEGIN
COMMIT
SELECT ErrorMsg FROM @ErrorMsgTable
END
ELSE -- ELSE (IF (@Continue = 0))
BEGIN
ROLLBACK
SELECT ErrorMsg FROM @ErrorMsgTable
END
-- END IF (@Continue = 0)
IF NOT (@Arrangement = '')
BEGIN
UPDATE [MAT]
SET [MAT].[ChargeArrangement] = @Arrangement,
[MAT].[CollectingBalance] = 0
FROM [dbo].[Diary] [DIA]
INNER JOIN [dbo].[matters] [MAT]
ON [MAT].[Code] = [DIA].[CASECODE]
WHERE [DIA].[ACTIONID] = @ActionID
END
SET NoCount OFF
END
GO
IF OBJECT_ID(N'KEYHM_TaskGetNextActionCode',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KEYHM_TaskGetNextActionCode]
GO
CREATE PROCEDURE [dbo].[KEYHM_TaskGetNextActionCode]
(
@ActionId AS INT
)
AS
/*******************************************************************************************************
* This procedure is used to get net Action Code based on the given Action ID. *
* *
* Stored Procedure Name : [dbo].[KEYHM_TaskGetNextActionCode] *
* Copied from : [dbo].[Ky_NETTaskGetNextActionCode] *
* *
* Modification History: *
* 2019-04-24 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
-- SET NOCOUNT ON added to prevent extra result sets from
-- interfering with SELECT statements.
SET NOCOUNT ON;
SELECT RTRIM(ISNULL(TNA.[DECISION], '')) AS [Decision],
RTRIM(ISNULL(TNA.[NEXTACTION], '')) AS [NextAction],
TNAC.[DESC] AS [NextActionDescription],
TAC.[NEXTACTIONOPTIONAL] AS NextActionOptional,
CASE WHEN DPA.[TimeFrame] = 'Any Time'
THEN CONVERT(DATETIME, '18010101')
WHEN DPA.[TimeFrame] = 'Day(s)'
THEN DATEADD(DD, -DPA.[TimeFramAmount], DIA.[DATE])
WHEN DPA.[TimeFrame] = 'Week(s)'
THEN DATEADD(WK, -DPA.[TimeFramAmount], DIA.[DATE])
WHEN DPA.[TimeFrame] = 'Month(s)'
THEN DATEADD(MM, -DPA.[TimeFramAmount], DIA.[DATE])
WHEN DPA.[TimeFrame] = 'Year(s)'
THEN DATEADD(YY, -DPA.[TimeFramAmount], DIA.[DATE])
ELSE CONVERT(DATETIME, '18010101')
END AS [TimeFrame],
[dbo].[ky_WDGetDate](GETDATE(),TNA.[WHENTYPE],TNA.[WHEN]) AS [On]
FROM [diary] DIA
INNER JOIN [TemplateActions] TAC
ON TAC.[ACTIONCODE] = DIA.[ACTIONCODE]
INNER JOIN [TemplateNextActions] TNA
INNER JOIN [TemplateActions] TNAC
ON TNAC.[ACTIONCODE] = TNA.[NEXTACTION]
ON TNA.[ACTION] = TAC.[ACTIONCODE]
LEFT JOIN TemplateDependentActions DPA
ON DPA.DependentActionCode = TNA.ACTION
WHERE [ACTIONID] = @ActionId
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_TaskScalarDelegatedToHandler'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_TaskScalarDelegatedToHandler]
END
GO
CREATE PROCEDURE
[dbo].[KEYHM_TaskScalarDelegatedToHandler]
(@Handler VARCHAR(10),
@ActionID INT)
AS
/*******************************************************************************************************
* Checks whether an action is delegated to a particular handler. Returns 0 if not, 1 otherwise. *
* *
* Stored Procedure Name : [dbo].[KEYHM_TaskScalarDelegatedToHandler] *
* Copied from : [dbo].[ky_NETTaskScalarDelegatedToHandler] *
* *
* Modification History: *
* 2019-04-26 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
DECLARE @IsAssigned INT
SELECT @IsAssigned = CASE
WHEN COUNT(1) = 0
THEN 0
ELSE 1
END
FROM [dbo].[DiaryDelegations] DEL
WHERE DEL.[ACTIONID] = @ActionID
AND DEL.[HANDLER] = @Handler
AND DEL.[DelType] NOT IN ('Completed', 'Processed', 'Returned', 'Created')
AND DEL.[STATUS] = 0
AND ISNULL(DEL.[OWNER], 'N') <> 'Y'
SET @IsAssigned = ISNULL(@IsAssigned, 0)
RETURN @IsAssigned
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_TF_GetDocFolders3'
AND SO.[type] = 'TF')
BEGIN
DROP FUNCTION [dbo].[KEYHM_TF_GetDocFolders3]
END
GO
CREATE FUNCTION
[dbo].[KEYHM_TF_GetDocFolders3]
(@parentid INT,
@fulltree BIT,
@includeparent BIT)
RETURNS @DocFolders TABLE
([seq] INT IDENTITY (1, 1) NOT NULL PRIMARY KEY,
[id] INT NOT NULL,
[parent] INT NOT NULL,
[foldername] VARCHAR(500) NOT NULL,
[foldericon] INT NOT NULL,
[foldershared] BIT NOT NULL,
[folderisours] BIT NOT NULL)
AS
/*************************************************************************************************************
* *
* Stored Procedure Name : KEYHM_TF_GetDocFolders3 *
* Copied From : [dbo].[ky_NETTFGetDocFolders3] *
* *
* Compatibility information - PLEASE update older versions if necessary to ensure the compatible software *
* remains fully functional *
* ***************************************************************************************************** *
* * * *
* * Supersedes: - ky_NETTFGetDocFolders2 * *
* * First compatible version: - 5.5.1.2 * *
* * Last compatible software version: - 5.5.3.9 * *
* * Superseded by: - ky_NETTFGetDocFolders4 * *
* * * *
* ***************************************************************************************************** *
* *
* Retrieve a document folder tree *
* @parentid - the ID of the root folder *
* @fulltree - get the complete tree for @parentid *
* 0 - get only the first level child nodes *
* 1 - get all child nodes *
* @includeparent - include the parent node itself *
* 0 - the top level returned are the child nodes *
* 1 - the top level returned is the parent node *
* *
* Modification History: *
* 2016-04-20 Pino Carafa Created *
* 2016-05-12 Pino Carafa Added Folder Icon *
* 2017-06-26 Pino Carafa Add outer join for folder sharing *
* 2017-07-12 Pino Carafa Add indicator to show whether the share is ours or we're linking to it *
* 2017-09-04 Pino Carafa Corrected code to check whether a share is ours. *
* 2019-08-27 Vinodhan Created KAAS_TF_GetDocFolders3 *
* *
*************************************************************************************************************/
BEGIN
DECLARE @DocFoldersX TABLE
([seq] INT IDENTITY (0, 1) NOT NULL PRIMARY KEY,
[id] INT NOT NULL,
[parent] INT NOT NULL,
[foldername] VARCHAR(500) NOT NULL,
[foldericon] INT NOT NULL,
[foldershared] BIT NOT NULL,
[folderisours] BIT NOT NULL)
IF ISNULL(@parentid, 0) = 0
BEGIN
INSERT
INTO @DocFoldersX
([id],
[parent],
[foldername],
[foldericon],
[foldershared],
[folderisours])
SELECT [DF].[id],
0,
[DF].[foldername],
[DF].[foldericon],
0,
1
FROM [dbo].[DocFolders] [DF]
WHERE [DF].[parent] IS NULL
ORDER BY [DF].[foldername],
[DF].[id]
END
ELSE
BEGIN
IF @includeparent = 1
BEGIN
INSERT
INTO @DocFoldersX
([id],
[parent],
[foldername],
[foldericon],
[foldershared],
[folderisours])
SELECT [DF].[id],
ISNULL([DF].[parent], 0),
[DF].[foldername],
[DF].[foldericon],
0,
1
FROM [dbo].[DocFolders] [DF]
WHERE [DF].[id] = @parentid
ORDER BY [DF].[foldername],
[DF].[id]
END
ELSE
BEGIN
INSERT
INTO @DocFoldersX
([id],
[parent],
[foldername],
[foldericon],
[foldershared],
[folderisours])
SELECT [DF].[id],
ISNULL([DF].[parent], 0),
[DF].[foldername],
[DF].[foldericon],
0,
1
FROM [dbo].[DocFolders] [DF]
WHERE [DF].[parent] = @parentid
ORDER BY [DF].[foldername],
[DF].[id]
END
END
UPDATE [DFX]
SET [DFX].[foldershared] = [FSDF].[Shared],
[DFX].[folderisours] = [IO].[IsOurs]
FROM @DocFoldersX [DFX]
INNER JOIN [dbo].[FileSharingDocFolders] [FSDF]
CROSS APPLY (SELECT CASE WHEN COUNT(CASE WHEN ISNULL([FSS].[CollabDocFolderID], 0) = 0
THEN 1
ELSE NULL END) = 0
THEN 0
ELSE 1 END AS [IsOurs]
FROM [dbo].[FileSharingMapping] [FSM]
INNER JOIN [dbo].[FileSharingServers] [FSS]
ON [FSS].[id] = [FSM].[FileSharingServersID]
WHERE [FSM].[FileSharingDocFoldersID] = [FSDF].[DocFolderID]) [IO]
ON [FSDF].[DocFolderID] = [DFX].[id]
DECLARE @TOTAL INT
DECLARE @ITEM INT
SELECT @TOTAL = COUNT(1) FROM @DocFoldersX
SET @ITEM = 0
WHILE @ITEM < @TOTAL
BEGIN
DECLARE @id INT
DECLARE @parent INT
DECLARE @foldername VARCHAR(500)
DECLARE @foldericon INT
DECLARE @foldershared BIT
DECLARE @folderisours BIT
SELECT @id = [DFX].[id],
@parent = [DFX].[parent],
@foldername = [DFX].[foldername],
@foldericon = [DFX].[foldericon],
@foldershared = [DFX].[foldershared],
@folderisours = [DFX].[folderisours]
FROM @DocFoldersX [DFX]
WHERE [DFX].[seq] = @ITEM
INSERT
INTO @DocFolders
([id],
[parent],
[foldername],
[foldericon],
[foldershared],
[folderisours])
SELECT @id,
@parent,
@foldername,
@foldericon,
@foldershared,
@folderisours
IF @fulltree = 1
BEGIN
INSERT
INTO @DocFolders
([id],
[parent],
[foldername],
[foldericon],
[foldershared],
[folderisours])
SELECT [DFC].[id],
[DFC].[parent],
[DFC].[foldername],
[DFC].[foldericon],
[DFC].[foldershared],
[DFC].[folderisours]
FROM [dbo].[KEYHM_TF_GetDocFolders3](@id, 1, 0) [DFC]
END
SET @ITEM = @ITEM + 1
END
RETURN
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = 'KEYHM_UpdateActionAlarm'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_UpdateActionAlarm]
END
GO
CREATE PROCEDURE
[dbo].[KEYHM_UpdateActionAlarm]
(@LinkID varchar(50))
AS
/*******************************************************************************************************
* Set Keyhouse Risk Management Matter Alarm. *
* *
* Stored Procedure Name : [dbo].[KEYHM_UpdateActionAlarm] *
* Copied from : [dbo].[ky_UpdateActionAlarm] *
* *
* Modification History : *
* 2019-04-22 Vinodhan K Created
* 2019-05-26 Kaushik Created *
*******************************************************************************************************/
BEGIN
DECLARE @MatterRef varchar(20)
DECLARE @AlarmDateString varchar(23)
DECLARE @AlarmDate datetime
DECLARE @Date datetime
DECLARE @DYSTARTTIME char(10)
DECLARE @NUMVAL int
DECLARE @TimeFromDate varchar(12)
DECLARE @HourVal varchar(2)
DECLARE @MinuteVal varchar(2)
DECLARE @SecondVal varchar(2)
DECLARE @MilliSecondVal varchar(3)
DECLARE @Title NVARCHAR(255)
DECLARE @Message NVARCHAR(max)
DECLARE @ActionID INT
DECLARE @NLinkID INT
IF RTRIM(ISNULL(@LinkID, '')) = ''
BEGIN
SET @NLinkID = 0
END
ELSE
IF (ISNUMERIC(@LinkID) = 0)
OR (CHARINDEX('.', @LinkID) > 0)
OR (CHARINDEX(',', @LinkID) > 0)
OR (CHARINDEX(':', @LinkID) > 0)
OR (CHARINDEX('D', @LinkID) > 0)
BEGIN
SET @NLinkID = 0
END
ELSE
BEGIN
SET @NLinkID = CONVERT(INT, @LinkID)
END
IF (@NLinkID <> 0)
BEGIN
select @ActionID = DIA.[ActionID],
@Date = DIA.[date],
@DYSTARTTIME = DIA.[DYSTARTTIME],
@NUMVAL = case when isnumeric(isnull(DIA.[DYSTARTTIME], '')) = 0
then 0
when convert(int, DIA.[DYSTARTTIME]) > 8640000
then 0
else convert(int, DIA.[DYSTARTTIME]) - 1 END,
@TimeFromDate = convert(varchar, DIA.[date], 114),
@MatterRef = DIA.[CaseCode],
@Title = CONVERT(NVARCHAR(255),
CASE WHEN DIA.[ActionType] <> 'E'
THEN RTRIM(substring(DIA.[TEXT1], 1, 255))
WHEN DIA.[ProcessType] = 'I'
THEN RTRIM(substring('Email From:' + RTrim(DIA.[EmailAddress]) + ' - ' + substring(DIA.[Subject], 1, 255), 1, 255))
ELSE RTRIM(substring('Email To:' + RTrim(substring(DIA.[AddressTo], 1, 255)) + ' - ' + substring(DIA.[Subject], 1, 255), 1, 255)) end),
@Message = CONVERT(NVARCHAR(MAX), DIA.[TEXT1])
from [dbo].[diary] DIA
where DIA.[ActionID] = @NLinkID
SET @HourVal = Right('00' + convert(varchar(2), FLOOR(@NUMVAL / 360000)), 2)
SET @MinuteVal = Right('00' + convert(varchar(2), FLOOR((@NUMVAL - (360000 * FLOOR(@NUMVAL / 360000))) / 6000)), 2)
SET @SecondVal = Right('00' + convert(varchar(2), FLOOR((@NUMVAL - (6000 * FLOOR(@NUMVAL / 6000))) / 100)), 2)
SET @MilliSecondVal = Right('000' + convert(varchar(3), FLOOR((@NUMVAL - (100 * FLOOR(@NUMVAL / 100))) * 10)), 3)
SET @AlarmDateString = CONVERT(VARCHAR, @DATE, 112)
+ ' '
+ case when @TimeFromDate <> '00:00:00:000'
then @TimeFromDate
when @HourVal + ':'
+ @MinuteVal + ':'
+ @SecondVal + ':'
+ @MilliSecondVal <> '00:00:00:000'
then @HourVal + ':'
+ @MinuteVal + ':'
+ @SecondVal + ':'
+ @MilliSecondVal
when isNull(@DYSTARTTIME, '*') = '*'
then '00:00:00:000'
when isnumeric(isnull(@DYSTARTTIME, '')) = 1
then '00:00:00:000'
when isdate(isnull(@DYSTARTTIME, '')) = 0
then '00:00:00:000'
else convert(varchar, convert(datetime, @DYSTARTTIME), 114) End
SET @AlarmDate = convert(datetime, @AlarmDateString)
DELETE ALM
FROM [dbo].[AlarmTypes] ALT
INNER JOIN [dbo].[Alarms] ALM
LEFT OUTER JOIN [dbo].[DiaryDelegations] DEL
ON DEL.[ActionID] = @ActionID
AND DEL.[Handler] = ALM.[HandlerCode]
ON ALM.[Type] = ALT.[TypeID]
WHERE ALT.[Description] = 'Action'
AND ALM.[LinkID] = @LinkID
AND ( DEL.[ActionID] is null
OR DEL.[Status] = 1)
UPDATE ALM
SET ALM.[OriginalDate] = case when @AlarmDate > ALM.[DeferredDate]
then @AlarmDate
else ALM.[OriginalDate] end,
ALM.[DeferredDate] = case when @AlarmDate > ALM.[DeferredDate]
then @AlarmDate
else ALM.[DeferredDate] end,
ALM.[Title] = @Title,
ALM.[Message] = @Message
FROM [dbo].[AlarmTypes] ALT
INNER JOIN [dbo].[Alarms] ALM
ON ALM.[Type] = ALT.[TypeID]
WHERE ALT.[Description] = 'Action'
AND ALM.[LinkID] = @LinkID
END
END
GO
IF OBJECT_ID(N'KEYHM_UpdateCaseInformation',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KEYHM_UpdateCaseInformation]
GO
CREATE PROCEDURE [dbo].[KEYHM_UpdateCaseInformation]
(@ActionId INT,
@Text1 VARCHAR(MAX),
@DATE DATETIME)
AS
/*******************************************************************************************************
* This procedure is used to Update Case Info in [dbo].[Diary]. *
* *
* Stored Procedure Name : [dbo].[KEYHM_UpdateCaseInformation] *
* Copied from : NA *
* *
* Modification History: *
* 2019-04-24 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
IF EXISTS(SELECT TOP 1 1 FROM Diary WHERE ACTIONID = @ActionId)
BEGIN
UPDATE [dbo].[Diary]
SET [TEXT1] = @Text1,
[DATE] = @DATE
WHERE ACTIONID = @ActionId
END
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_UpdateRecentHandlerList'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_UpdateRecentHandlerList]
END
GO
CREATE PROCEDURE [dbo].[KEYHM_UpdateRecentHandlerList] (
@HandlerCode VARCHAR(10),
@AccessedBy VARCHAR(10))
AS
/*******************************************************************************************************
* *
* Updates the recently selected handler by the currently logged in user *
* *
* Stored Procedure Name : [dbo].[KEYHM_UpdateRecentHandlerList] *
* *
* Modification History: *
* 2019-08-02 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
IF EXISTS(SELECT TOP 1 1 FROM sys.objects WHERE [Name] = 'RecentHandlerList') AND EXISTS (SELECT TOP 1 1 FROM [RecentHandlerList] WHERE [Code] = @HandlerCode AND [AccessedBy] = @AccessedBy)
BEGIN
DELETE FROM [RecentHandlerList] WHERE [Code] = @HandlerCode AND [AccessedBy] = @AccessedBy
END
IF EXISTS(SELECT TOP 1 1 FROM sys.objects WHERE [Name] = 'RecentHandlerList') AND NOT EXISTS (SELECT TOP 1 1 FROM [RecentHandlerList] WHERE [Code] = @HandlerCode AND [AccessedBy] = @AccessedBy)
BEGIN
INSERT INTO [RecentHandlerList] VALUES(@HandlerCode, @AccessedBy, GETDATE())
END
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_UpdateRecentMatterList'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_UpdateRecentMatterList]
END
GO
CREATE PROCEDURE
[dbo].[KEYHM_UpdateRecentMatterList]
(@HANDLER varchar(10),
@MATTER varchar(20))
AS
/*******************************************************************************************************
* *
* *
* Stored Procedure Name : [dbo].[KEYHM_UpdateRecentMatterList] *
* Copied from : [dbo].[ky_UpdateRecentMatterList] *
* *
* Modification History: *
* 2019-04-26 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
EXEC [dbo].[KEYHM_SetMostRecentMatter] @HANDLER, @MATTER
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_UpdateTimeDayBook'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_UpdateTimeDayBook]
END
GO
CREATE PROCEDURE
[dbo].[KEYHM_UpdateTimeDayBook]
(@Matter VARCHAR(20),
@FeeEarn VARCHAR(10),
@Date DATETIME,
@Time INT,
@Rate DECIMAL(10,2),
@Charge DECIMAL(10,2),
@Task VARCHAR(10),
@TimeOrCharge CHAR(1),
@IsChargable CHAR(1),
@Comment VARCHAR(1000),
@Ncccode VARCHAR(10) = NULL,
@RecordID INT,
@Post CHAR(1) = 'Y')
AS
/*******************************************************************************************************
* *
* *
* Stored Procedure Name : [dbo].[KEYHM_UpdateTimeDayBook] *
* Copied from : [dbo].[ky_NETUpdateTimeDayBook] *
* *
* Modification History : *
* 2019-04-11 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET @Post = CASE WHEN @Post IS NULL THEN 'Y' ELSE @Post END
DECLARE @PERIOD AS INT
DECLARE @YEAR AS INT
DECLARE @IsSAM4 bit
SET @IsSAM4 = [dbo].[ISSAM4]()
IF @IsSAM4 = 0
BEGIN
SELECT @PERIOD = ISNULL(CL.[CURPER], 0),
@YEAR = ISNULL(CL.[YEAR], 0)
FROM [dbo].[CONTROL] CL
END
ELSE
BEGIN
SET @PERIOD = (SELECT CNM.[NumValue] FROM [dbo].[CtrlNum] CNM WHERE CNM.[Code] = 'CurPeriod')
SET @YEAR = (SELECT CNM.[numvalue] FROM [dbo].[CtrlNum] CNM WHERE CNM.[Code] = 'CurYear')
END
SET @PERIOD = ISNULL(@PERIOD, 0)
SET @YEAR = ISNULL(@YEAR, 0)
DECLARE @ActualRate DECIMAL(18, 2)
SELECT @ActualRate = [dbo].[KEYHM_FN_GetDefaultRate](RTRIM(ISNULL(@Matter, '')),
RTRIM(ISNULL(@FeeEarn, '')),
RTRIM(ISNULL(@Ncccode, '')),
RTRIM(ISNULL(@Task, '')))
IF (@RecordID = 0)
BEGIN
INSERT
INTO [dbo].[TimeDayBook]
([MATTER],
[FEEEARN],
[DATE],
[TIME],
[RATE],
[Charge],
[Charged],
[TASK],
[TimeOrCharge],
[COMMENT],
[NCCCode],
[Rec_Irr],
[Post],
[StopwatchStatus],
[Period],
[Year],
[MatterLevel],
[TaskLevel],
[ChargedMins],
[FeeRate],
[EntryDate],
[ModifyDate])
SELECT NW.[MATTER],
NW.[FEEEARN],
NW.[DATE],
NW.[TIME],
NW.[RATE],
NW.[CHARGE],
NW.[CHARGE],
NW.[TASK],
NW.[TimeOrCharge],
NW.[COMMENT],
NW.[NCCCode],
NW.[Rec_Irr],
NW.[Post],
NW.[StopwatchStatus],
NW.[Period],
NW.[Year],
MAT.[ChargeLevel],
TSC.[ChargeLevel],
NW.[TIME],
NW.[FEERATE],
NW.[EntryDate],
NW.[EntryDate]
FROM (SELECT @Matter AS [MATTER],
@FeeEarn AS [FEEEARN],
@Date AS [DATE],
@Time AS [TIME],
@Rate AS [RATE],
@Charge AS [CHARGE],
@Task AS [TASK],
@TimeOrCharge AS [TimeOrCharge],
@Comment AS [COMMENT],
@Ncccode AS [NCCCode],
@IsChargable AS [Rec_Irr],
@Post AS [Post],
1 AS [StopwatchStatus],
@PERIOD AS [Period],
@YEAR AS [Year],
ISNULL(@ActualRate, @Rate) AS [FEERATE],
CONVERT(DATETIME, CONVERT(VARCHAR, GetDate(), 112)) AS [EntryDate]) NW
LEFT OUTER JOIN [dbo].[matters] MAT
ON MAT.[Code] = NW.[MATTER]
LEFT OUTER JOIN [dbo].[TasksCodes] TSC
ON TSC.[CODE] = NW.[TASK]
END
ELSE
BEGIN
UPDATE TDB
SET TDB.[MATTER] = @Matter,
TDB.[FEEEARN] = @FeeEarn,
TDB.[DATE] = @Date,
TDB.[TIME] = @Time,
TDB.[RATE] = @Rate,
TDB.[Charge] = @Charge,
TDB.[Charged] = @Charge,
TDB.[TASK] = @Task,
TDB.[TIMEORCHARGE] = @TimeOrCharge,
TDB.[REC_IRR] = @IsChargable,
TDB.[COMMENT] = @Comment,
TDB.[Ncccode] = @Ncccode,
TDB.[Post] = @Post,
TDB.[MatterLevel] = CASE ISNULL(TDB.[MatterLevel], '')
WHEN '' THEN MAT.[ChargeLevel]
ELSE TDB.[MatterLevel] END,
TDB.[TaskLevel] = CASE ISNULL(TDB.[TaskLevel], '')
WHEN '' THEN TSC.[ChargeLevel]
ELSE TDB.[TaskLevel] END,
TDB.[FeeRate] = ISNULL(TDB.[FeeRate], @ActualRate),
TDB.[ChargedMins] = @Time
FROM [dbo].[TimeDayBook] TDB
LEFT OUTER JOIN [dbo].[matters] MAT
ON MAT.[Code] = TDB.[MATTER]
LEFT OUTER JOIN [dbo].[TasksCodes] TSC
ON TSC.[CODE] = TDB.[TASK]
WHERE TDB.[RecordID] = @RecordID
END
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_UpdateTimeEntryFromDayBook'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_UpdateTimeEntryFromDayBook]
END
GO
CREATE PROCEDURE
[dbo].[KEYHM_UpdateTimeEntryFromDayBook]
(@HANDLER VARCHAR(10),
@UPDByHandler VARCHAR(10),
@User NVARCHAR(128))
AS
/*******************************************************************************************************
* Update TimeEntry values *
* *
* Stored Procedure Name : [dbo].[KEYHM_UpdateTimeEntryFromDayBook] *
* Copied from : [dbo].[ky_NETUpdateTimeEntryFromDayBook] *
* *
* Modification History: *
* 2019-04-24 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET @UPDByHandler = RTRIM(ISNULL(@UPDByHandler, ''))
SET @User = RTRIM(ISNULL(@User, N''))
DECLARE @NCOMMAND NVARCHAR(MAX)
SET @NCOMMAND = N'INSERT
INTO [dbo].[TimeEntryLogNew]
([MATTER],
[FEEEARN],
[DATE],
[TIME],
[RATE],
[CHARGE],
[TASK],
[TIMEORCHARGE],
[COMMENT],
[BILLED],
[NCCODE],
[DOCKET],
[TEAM],
[TRACKREF],
[REC_IRR],
[SHOULDHAVE],
[INVOICENO],
[PERIOD],
[YEAR],
[BILLINGPERIOD],
[BILLINGYEAR],
[OPENINV],
[RECORDID],
[ActionId],
[StageCode],
[Leave],
[BilledAmount],
[IncludeInBill],
[BILLINGDATE],
[AxleNumber],
[WriteOffDT],
[WriteOffID],
[LogFor]'
IF @Handler <> ''
BEGIN
SET @NCOMMAND = @NCOMMAND + N',
[HandlerLogFor]'
END
IF @User <> N''
BEGIN
SET @NCOMMAND = @NCOMMAND + N',
[LoginLogFor]'
END
SET @NCOMMAND = @NCOMMAND + N')
SELECT [TIE].[MATTER],
[TIE].[FEEEARN],
[TIE].[DATE],
[TIE].[TIME],
[TIE].[RATE],
[TIE].[CHARGE],
[TIE].[TASK],
[TIE].[TIMEORCHARGE],
[TIE].[COMMENT],
[TIE].[BILLED],
[TIE].[NCCODE],
[TIE].[DOCKET],
[TIE].[TEAM],
[TIE].[TRACKREF],
[TIE].[REC_IRR],
[TIE].[SHOULDHAVE],
[TIE].[INVOICENO],
[TIE].[PERIOD],
[TIE].[YEAR],
[TIE].[BILLINGPERIOD],
[TIE].[BILLINGYEAR],
[TIE].[OPENINV],
[TIE].[RECORDID],
[TIE].[ActionId],
[TIE].[StageCode],
[TIE].[Leave],
[TIE].[BilledAmount],
[TIE].[IncludeInBill],
[TIE].[BILLINGDATE],
[TIE].[AxleNumber],
[TIE].[WriteOffDT],
[TIE].[WriteOffID],
''C'''
IF @UPDByHandler <> ''
BEGIN
SET @NCOMMAND = @NCOMMAND + N',
@UPDByHandler'
END
IF @User <> ''
BEGIN
SET @NCOMMAND = @NCOMMAND + N',
@User'
END
SET @NCOMMAND = @NCOMMAND + N'
FROM [dbo].[WDNTEID] [NTEID]
INNER JOIN [dbo].[TimeEntry] [TIE]
ON [TIE].[RecordId] = NTEID.[NEWID]
WHERE [NTEID].[HANDLER] = @Handler'
EXEC sp_executesql @NCOMMAND, N'@Handler VARCHAR(10), @UPDByHandler VARCHAR(10), @User NVARCHAR(128)', @Handler, @UPDByHandler, @User
UPDATE TIE
SET TIE.[Charge] = CASE WHEN RTRIM(ISNULL(TIE.[MATTER], '~')) <> '~'
THEN TDB.[CHARGE]
ELSE 0 END,
TIE.[REC_IRR] = CASE WHEN RTRIM(ISNULL(TIE.[MATTER], '~')) <> '~'
THEN TIE.[REC_IRR]
WHEN RTRIM(ISNULL(TIE.[REC_IRR], '')) = ''
THEN 'C'
ELSE TIE.[REC_IRR] END,
TIE.[Units] = TDB.[Units],
TIE.[MatterLevel] = TDB.[MatterLevel],
TIE.[FEERate] = TDB.[FEERate],
TIE.[ChargedMins] = TDB.[ChargedMins],
TIE.[FEECost] = TDB.[FEECost],
TIE.[TaskLevel] = TDB.[TaskLevel],
TIE.[EntryDate] = TDB.[EntryDate],
TIE.[ModifyDate] = TDB.[ModifyDate],
TIE.[Leave] = TDB.[Leave],
TIE.[TEAM] = HAN.[TEAM],
TIE.[INVOICENO] = (CASE WHEN ISNULL(MAT.[OpenInvoiceNo], 0) <> 0
THEN MAT.[OpenInvoiceNo]
ELSE 0 END),
TIE.[OPENINV] = (CASE WHEN ISNULL(MAT.[OpenInvoiceNo], 0) <> 0
THEN 'Y'
ELSE 'N' END),
TIE.[BilledAmount] = (CASE WHEN ISNULL(MAT.[OpenInvoiceNo], 0) <> 0
THEN TDB.[Charge]
ELSE 0 END),
TIE.[IncludeInBill] = (CASE WHEN ISNULL(MAT.[OpenInvoiceNo], 0) <> 0
THEN 1
ELSE 0 END),
TIE.[AxleNumber] = 0
FROM [dbo].[WDNTEID] NTEID
INNER JOIN [dbo].[TimeDayBook] TDB
ON TDB.[RECORDID] = NTEID.[RECORDID]
INNER JOIN [dbo].[TimeEntry] TIE
ON TIE.[RecordId] = NTEID.[NEWID]
LEFT OUTER JOIN [dbo].[matters] MAT
ON MAT.[Code] = TIE.[MATTER]
INNER JOIN [dbo].[Handlers] HAN
ON HAN.[CODE] = TIE.[FEEEARN]
WHERE NTEID.[HANDLER] = @Handler
UPDATE MAT
SET MAT.[ChargeBal] = MAT.[ChargeBal]
+ CASE ISNULL(MAT.[OpenInvoiceNo], 0)
WHEN 0 THEN TDB.[Charge]
ELSE 0 END,
MAT.[TimeBal] = MAT.[TimeBal] --2018-02-22 WAS MAT.[ChargeBal] !
+ CASE ISNULL(MAT.[OpenInvoiceNo], 0)
WHEN 0 THEN TDB.[Time]
ELSE 0 END
FROM [dbo].[WDNTEID] NTEID
INNER JOIN [dbo].[TimeDayBook] TDB
ON TDB.[RECORDID] = NTEID.[RECORDID]
AND TDB.[REC_IRR] = 'C'
LEFT OUTER JOIN [dbo].[matters] MAT
ON MAT.[Code] = TDB.[MATTER]
WHERE NTEID.[HANDLER] = @HANDLER
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_UserCanPostTime'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_UserCanPostTime]
END
GO
CREATE PROCEDURE [dbo].[KEYHM_UserCanPostTime](
@MATTER VARCHAR(20),
@HANDLER VARCHAR(20),
@RECORDID VARCHAR(20)
)
AS
/*******************************************************************************************************
* Please look at [dbo].[KEYHM_FN_UserCanPostTime] for details on how the function works, *
* as this is just a wrapper procedure which calls the function. *
* *
* Stored Procedure Name : [dbo].[KEYHM_UserCanPostTime] *
* Copied from : [dbo].[ky_NETUserCanPostTime] *
* *
* Modification History : *
* 2019-05-17 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
DECLARE @ID INT
IF (@RECORDID IS NOT NULL AND ISNUMERIC(@RECORDID) = 1)
BEGIN
SET @ID = CONVERT(INT, @RECORDID)
END
SELECT
ISNULL([dbo].[KEYHM_FN_UserCanPostTime](@MATTER, @HANDLER, @ID), 0) AS [CODE]
END
GO
IF EXISTS
(SELECT *
FROM sys.[objects] SO
WHERE SO.[name] = 'KEYHM_WDTimeDayBookWithAxleErrors'
AND SO.[type] = 'TF')
BEGIN
DROP FUNCTION [dbo].[KEYHM_WDTimeDayBookWithAxleErrors]
END
GO
/**************************************************************************************
*
* KEYHM_WDTimeDayBookWithAxleErrors
*
* Lists the current Day Book Entries plus information about Axle errors
*
2020-03-10 Rajesh Copied from ky_WDTimeDayBookWithAxleErrors
**************************************************************************************/
Create Function
[dbo].[KEYHM_WDTimeDayBookWithAxleErrors]
(@HSEClientGroup varchar(20),
@Handler varchar(10))
RETURNS @TDBWA TABLE
([IsAxleError] varchar(1),
[AxleError] varchar(255),
[Matter] varchar(20),
[FEEEARN] varchar(10),
[DATE] datetime,
[TIME] int,
[RATE] decimal(10,2),
[CHARGE] decimal(10,2),
[TASK] varchar(10),
[TIMEORCHARGE] varchar(1),
[STARTTIME] int,
[COMMENT] varchar(1000),
[NCCCODE] varchar(10),
[TEAM] varchar(10),
[TRACKREF] int,
[DOCKET] varchar(8),
[REC_IRR] varchar(1),
[PERIOD] int,
[YEAR] int,
[RECORDID] int,
[ActionId] int,
[Leave] varchar(1),
[StageCode] varchar(10),
[Post] varchar(1))
AS
BEGIN
INSERT
INTO @TDBWA
([IsAxleError],
[AxleError],
[Matter],
[FEEEARN],
[DATE],
[TIME],
[RATE],
[CHARGE],
[TASK],
[TIMEORCHARGE],
[STARTTIME],
[COMMENT],
[NCCCODE],
[TEAM],
[TRACKREF],
[DOCKET],
[REC_IRR],
[PERIOD],
[YEAR],
[RECORDID],
[ActionId],
[Leave],
[StageCode],
[Post])
SELECT CASE WHEN RTRIM(ISNULL(TDB.[matter], '')) = ''
-- Admin entries can't cause an Axle error
THEN 'N'
WHEN RTRIM(ISNULL(TDB.[matter], '')) = '~'
-- Admin entries can't cause an Axle error
THEN 'N'
WHEN MAT.[Code] IS NULL
-- Missing matter. This is an error
THEN 'Y'
WHEN RTRIM(IsNull(CON.[ClientGroup], '')) <> @HSEClientGroup
-- If it's not an HSE Client it can't cause an Axle Error
THEN 'N'
WHEN RTRIM(ISNULL(WTY.[CODE], '')) = ''
-- Missing Worktype. This is an error
THEN 'Y'
WHEN RTRIM(ISNULL(WTY.[ChildCare], '')) <> 'Y'
-- If it's not a ChildCare matter it can't cause an Axle Error
THEN 'N'
WHEN RTRIM(ISNULL(TAC.[CODE], '')) = ''
-- Missing Task. This is an error
THEN 'Y'
WHEN RTRIM(ISNULL(TAC.[AxleTask], '')) <> 'Y'
-- This is not a Child Care task. This is an error
THEN 'Y'
WHEN LEN(RTRIM(ISNULL(TDB.[COMMENT], ''))) < 10
-- Comment must be at least 10 characters. This is an error.
THEN 'Y'
WHEN TDB.[TIME] > 1440
-- Task is too long! Must be less than 1440 minutes (i.e. 24 hours)
THEN 'Y'
ELSE 'N'
END AS [IsAxleError],
CASE WHEN RTRIM(ISNULL(TDB.[matter], '')) = ''
-- Admin entries can't cause an Axle error
THEN ''
WHEN MAT.[Code] IS NULL
-- Missing matter. This is an error
THEN 'Matter: ' + RTRIM(ISNULL(TDB.[MATTER], '')) + ' not found.'
WHEN RTRIM(IsNull(CON.[ClientGroup], '')) <> @HSEClientGroup
-- If it's not an HSE Client it can't cause an Axle Error
THEN ''
WHEN RTRIM(ISNULL(WTY.[CODE], '')) = ''
-- Missing Worktype. This is an error
THEN 'Matter Work Type ' + RTRIM(IsNull(MAT.[WType], '')) + ' was not found for matter: ' + RTRIM(ISNULL(TDB.[MATTER], ''))
WHEN RTRIM(ISNULL(WTY.[ChildCare], '')) <> 'Y'
-- If it's not a ChildCare matter it can't cause an Axle Error
THEN ''
WHEN RTRIM(ISNULL(TAC.[CODE], '')) = ''
-- Missing Task. This is an error
THEN 'Task ' + RTRIM(IsNull(TAC.[CODE], '')) + ' was not found for matter: ' + RTRIM(ISNULL(TDB.[MATTER], ''))
WHEN RTRIM(ISNULL(TAC.[AxleTask], '')) <> 'Y'
-- This is not a Child Care task. This is an error
THEN 'Task ' + RTRIM(IsNull(TAC.[CODE], '')) + ' is not a Child Care task for matter: ' + RTRIM(ISNULL(TDB.[MATTER], ''))
WHEN LEN(RTRIM(ISNULL(TDB.[COMMENT], ''))) < 10
-- Comment must be at least 10 characters. This is an error.
THEN 'Comment should be at least 10 characters for matter: ' + RTRIM(ISNULL(TDB.[MATTER], ''))
WHEN TDB.[TIME] > 1440
-- Task is too long! Must be less than 1440 minutes (i.e. 24 hours)
THEN 'Time should be less than 24 hours for matter: ' + RTRIM(ISNULL(TDB.[MATTER], ''))
ELSE 'N'
END AS [AxleError],
RTRIM(IsNULL(TDB.[MATTER], '')) AS [Matter],
RTRIM(IsNULL(TDB.[FEEEARN], '')) AS [Feeearn],
TDB.[DATE],
ISNULL(TDB.[TIME], 0) AS [TIME],
Case When IsNull(MAT.[ChargeOutRateInd], 'N') = 'Y'
THEN IsNull(MCR.[Rate], 0)
When IsNull(CON.[ChargeOutRateInd], 'N') = 'Y'
THEN IsNull(CCR.[Rate], 0)
ELSE IsNull(FEP.[ChargeFct], 1.00) * FER.[Rate] END,
Convert(numeric(8, 2),
( ( IsNull(TDB.[Time], 0)
* Case When IsNull(MAT.[ChargeOutRateInd], 'N') = 'Y'
THEN IsNull(MCR.[Rate], 0)
When IsNull(CON.[ChargeOutRateInd], 'N') = 'Y'
THEN IsNull(CCR.[Rate], 0)
ELSE IsNull(FEP.[ChargeFct], 1.00) * FER.[Rate] END)
/ 60)),
RTRIM(IsNULL(TDB.[TASK], '')) AS [TASK],
RTRIM(IsNULL(TDB.[TIMEORCHARGE], '')) AS [TIMEORCHARGE],
ISNULL(TDB.[STARTTIME], 0) AS [STARTTIME],
RTRIM(IsNULL(TDB.[COMMENT], '')) AS [COMMENT],
RTRIM(IsNULL(TDB.[NCCCODE], '')) AS [NCCCODE],
RTRIM(IsNULL(TDB.[TEAM], '')) AS [TEAM],
ISNULL(TDB.[TRACKREF], 0) AS [TRACKREF],
RTRIM(IsNULL(TDB.[DOCKET], '')) AS [DOCKET],
RTRIM(IsNULL(TDB.[REC_IRR], '')) AS [REC_IRR],
ISNULL(TDB.[PERIOD], 0) AS [PERIOD],
ISNULL(TDB.[YEAR], 0) AS [YEAR],
ISNULL(TDB.[RECORDID], 0) AS [RECORDID],
ISNULL(TDB.[ActionId], 0) AS [ActionId],
RTRIM(IsNULL(TDB.[Leave], '')) AS [Leave],
RTRIM(IsNULL(TDB.[StageCode], '')) AS [StageCode],
RTRIM(IsNULL(TDB.[Post], '')) AS [Post]
FROM [dbo].[TimeDayBook] TDB
LEFT OUTER JOIN [dbo].[matters] MAT
INNER JOIN [dbo].[Contacts] CON
ON CON.[Code] = MAT.[ClientCode]
LEFT OUTER JOIN [dbo].[WorkTypes] WTY
ON WTY.[CODE] = MAT.[WType]
ON MAT.[Code] = TDB.[MATTER]
LEFT OUTER JOIN [dbo].[TasksCodes] TAC
on TAC.[CODE] = TDB.[TASK]
OUTER APPLY (SELECT MCOR.[Rate]
FROM [dbo].[MatterChargeOutRates] MCOR
WHERE MCOR.[FeCode] = TDB.[FEEEARN]
AND MCOR.[MatterCode] = TDB.[MATTER]) MCR
OUTER APPLY (SELECT CCOR.[Rate]
FROM [dbo].[ClientChargeOutRates] CCOR
WHERE CCOR.[FeCode] = TDB.[FEEEARN]
AND CCOR.[ClientCode] = MAT.[CLIENTCODE]) CCR
CROSS APPLY (SELECT CASE IsNull(MAT.[ChargeLevel], 3)
WHEN 1 THEN IsNull(HDL.[RATE1], 0)
WHEN 2 THEN IsNull(HDL.[RATE2], 0)
WHEN 3 THEN IsNull(HDL.[RATE3], 0)
WHEN 4 THEN IsNull(HDL.[RATE4], 0)
WHEN 5 THEN IsNull(HDL.[RATE5], 0)
ELSE IsNull(HDL.[RATE], 0) END AS [RATE]
FROM [dbo].[Handlers] HDL
WHERE HDL.[CODE] = TDB.[FEEEARN]) FER
OUTER APPLY (SELECT CASE IsNull(TAC.[ChargeLevel], 'C')
WHEN 'A' THEN 0.33
WHEN 'B' THEN 0.67
WHEN 'C' THEN 1.00
WHEN 'D' THEN 1.33
WHEN 'E' THEN 1.67
ELSE 1.00 END AS [ChargeFct]
FROM [dbo].[TasksCodes] TAC
WHERE TAC.[CODE] = CASE RTrim(IsNull(TDB.MATTER, ''))
WHEN '' THEN TDB.[NCCCODE]
ELSE TDB.[TASK] END) FEP
WHERE TDB.[FEEEARN] = @Handler
RETURN
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_XMLAddTimeDayBook'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_XMLAddTimeDayBook]
END
GO
CREATE PROCEDURE
[dbo].[KEYHM_XMLAddTimeDayBook]
(@XML NVARCHAR(MAX))
AS
BEGIN
/*******************************************************************************************************
* Used to add new Timedaybook entry *
* *
* Stored Procedure Name : [dbo].[KEYHM_XMLAddTimeDayBook] *
* Copied from : [dbo].[ky_NETSPXMLAddTimeDayBook] *
* *
* Modification History : *
* 2019-04-24 Vinodhan K Created *
*******************************************************************************************************/
DECLARE @iSL INT
DECLARE @Matter VARCHAR(20)
DECLARE @FeeEarner VARCHAR(10)
DECLARE @Minutes INT
DECLARE @StopwatchStatus INT
DECLARE @RecordID INT
DECLARE @UpdateByPass BIT
DECLARE @DeleteByPass BIT
DECLARE @AddNew BIT
DECLARE @Task VARCHAR(6)
DECLARE @Comment VARCHAR(1000)
DECLARE @ChargeDefault DECIMAL(10, 2)
BEGIN TRY
EXEC sp_xml_preparedocument @iSL OUTPUT, @XML
END TRY
BEGIN CATCH
EXEC sp_xml_preparedocument @iSL OUTPUT, N''
END CATCH
SELECT @Matter = [SRC].[Matter],
@FeeEarner = [SRC].[FeeEarner],
@Minutes = [SRC].[Minutes],
@StopwatchStatus = [SRC].[StopwatchStatus],
@RecordID = [SRC].[RecordID],
@UpdateByPass = [SRC].[UpdateByPass],
@DeleteByPass = [SRC].[DeleteByPass],
@AddNew = [SRC].[AddNew],
@Task = [SRC].[Task],
@Comment = [SRC].[Comment]
FROM OPENXML(@iSL, N'tdb')
WITH ([Matter] VARCHAR(20) '@matter',
[FeeEarner] VARCHAR(10) '@feeearner',
[Minutes] INT '@minutes',
[StopwatchStatus] INT '@stopwatchstatus',
[RecordID] INT '@recordid',
[UpdateByPass] INT '@updatebypass',
[DeleteByPass] INT '@deletebypass',
[AddNew] INT '@addnew',
[Task] VARCHAR(6) '@task',
[Comment] VARCHAR(1000) '@comment') [SRC]
EXEC sp_xml_removedocument @iSL
--Original defaults
SET @Minutes = ISNULL(@Minutes, 0)
SET @StopwatchStatus = ISNULL(@StopwatchStatus, 1)
SET @RecordID = ISNULL(@RecordID, 0)
SET @UpdateByPass = ISNULL(@UpdateByPass, 0)
SET @DeleteByPass = ISNULL(@DeleteByPass, 0)
SET @AddNew = ISNULL(@AddNew, 0)
IF EXISTS
(SELECT TOP 1 1
FROM [dbo].[matters] [MAT]
INNER JOIN [dbo].[ChargingMatrix] [CMX]
ON [CMX].[ARRANGEMENTCODE] = [MAT].[ChargeArrangement]
AND [CMX].[CHARGECODE] = @Task
WHERE [MAT].[Code] = @matter)
BEGIN
SELECT TOP 1
@Task = RTRIM(ISNULL([CMX].[CHARGECODE], '')),
@ChargeDefault = CONVERT(DECIMAL(10, 2), ISNULL([CMX].[BAND1RATE], 0)),
@Comment = RTRIM(ISNULL([CMX].[DESCRIPTION], ''))
FROM [dbo].[matters] [MAT]
INNER JOIN [dbo].[ChargingMatrix] [CMX]
ON [CMX].[ARRANGEMENTCODE] = [MAT].[ChargeArrangement]
AND [CMX].[CHARGECODE] = @Task
WHERE [MAT].[Code] = @matter
END
ELSE IF NOT EXISTS
(SELECT TOP 1 1
FROM [dbo].[TasksCodes] [TC] WITH (nolock)
WHERE [TC].[CODE] = @Task)
BEGIN
SET @Task = ''
-- If "AutoDefaultTaskTime" is enabled in the settings then use the handler's default task
IF (SELECT TOP 1 ISNULL(CFG.[KeyValue], 'False')
FROM [dbo].[Settings] AS [CFG] WITH (nolock)
WHERE [CFG].[KeyName] = 'AutoDefaultTaskTime') = 'True'
BEGIN
SELECT @Task = ISNULL([HAN].[DEFAULTTASK], ''),
@Comment = RTRIM(ISNULL([TSK].[DESC], ''))
FROM [dbo].[Handlers] AS [HAN] WITH (nolock)
INNER JOIN [dbo].[TasksCodes] AS [TSK] WITH (nolock)
ON [HAN].[DEFAULTTASK] = [TSK].[CODE]
WHERE [HAN].[Code] = @FeeEarner
END
END
ELSE
BEGIN
SELECT @TASK = RTRIM([TC].[CODE]),
@ChargeDefault = CONVERT(DECIMAL(10, 2), ISNULL([TC].[CHARGEAMT], 0))
FROM [dbo].[TasksCodes] [TC] WITH (nolock)
WHERE [TC].[CODE] = @TASK
END
IF @UpdateByPass = 0
BEGIN
UPDATE [TDB]
SET [TDB].[StopwatchStatus] = 1
FROM [dbo].[TimeDayBook] [TDB]
WHERE [TDB].[FeeEarn] = @FeeEarner
END
IF @DeleteByPass = 0
BEGIN --IF @DeleteByPass = 0
IF(@Minutes=0)
BEGIN
DELETE [TDB]
FROM [dbo].[TimeDayBook] [TDB]
WHERE [TDB].[FeeEarn] = @FeeEarner
AND ISNULL([TDB].[Time], 0) = 0
AND [TDB].[Matter] <> ''
AND [TDB].[TimeOrCharge] = 'T'
AND RTRIM(ISNULL([TDB].[Task], '')) = '' --KEYD-5221
AND RTRIM(ISNULL([TDB].[Comment], '')) = '' --KEYD-5221
--AND [TDB].[Matter] <> @Matter
END
ELSE
BEGIN
DELETE [TDB]
FROM [dbo].[TimeDayBook] [TDB]
WHERE [TDB].[FeeEarn] = @FeeEarner
AND ISNULL([TDB].[Time], 0) = 0
AND [TDB].[Matter] NOT IN ('' , @Matter)
AND [TDB].[TimeOrCharge] = 'T'
AND RTRIM(ISNULL([TDB].[Task], '')) = '' --KEYD-5221
AND RTRIM(ISNULL([TDB].[Comment], '')) = '' --KEYD-5221
END
END --IF @DeleteByPass = 0
IF @RecordID <> 0
BEGIN -- IF @RecordID <> 0
UPDATE [TDB]
SET [TDB].[StopwatchStatus] = @StopwatchStatus,
[TDB].[Time] = @Minutes,
[TDB].[Charge] = (ISNULL([TDB].[Rate], 0) * (@Minutes / 60.0)),
[TDB].[Charged] = (ISNULL([TDB].[Rate], 0) * (@Minutes / 60.0)),
[TDB].[Post] = 'Y'
FROM [dbo].[TimeDayBook] [TDB]
WHERE [TDB].[RecordID] = @RecordID
SELECT TOP 1
[TDB].[RecordID],
ISNULL([TDB].[Time], 0) AS [Minutes]
FROM [dbo].[TimeDayBook] [TDB] WITH (nolock)
WHERE [TDB].[RecordID] = @RecordID
END --IF @RecordID <> 0
ELSE -- ELSE CONDITION: IF @RecordID <> 0
BEGIN -- ELSE CONDITION: IF @RecordID <> 0
-- 2018-05-25 START - Try to prevent deadlocks using a CASE WHEN construct that should
-- avoid table access on the first two conditions rather than the
-- original IF with OR statements that still evaluates all 3 conditions
IF CASE WHEN @Matter = ''
THEN 1
WHEN @AddNew = 1
THEN 1
WHEN NOT EXISTS
(SELECT TOP 1 1
FROM [dbo].[TimeDayBook] [TDB] WITH (nolock)
WHERE [TDB].[FeeEarn] = @FeeEarner
AND RTRIM([TDB].[Matter]) = @Matter
--AND [TDB].[TIMEORCHARGE]='T' KEYD-5124 - "C" type timers used to not be re-startable. But there is no need for that.
AND [TDB].[Post] = 'Y')
THEN 1
ELSE 0 END = 1 --Insert conditions
-- 2018-05-25 END
BEGIN --Insert conditions
DECLARE @PERIOD AS INT
DECLARE @YEAR AS INT
DECLARE @IsSAM4 bit
SET @IsSAM4 = [dbo].[ISSAM4]()
IF @IsSAM4 = 0
BEGIN
SELECT @PERIOD = [CL].[CURPER],
@YEAR = [CL].[YEAR]
FROM [dbo].[control] [CL] WITH (nolock)
END
ELSE
BEGIN
SELECT @PERIOD = [CL].[numvalue]
FROM [dbo].[CtrlNum] [CL] WITH (nolock)
WHERE [CL].[code] = 'CurPeriod'
SELECT @YEAR = [CL].[numvalue]
FROM [dbo].[CtrlNum] [CL] WITH (nolock)
WHERE [CL].[code] = 'CurYear'
END
SET @PERIOD = ISNULL(@PERIOD, 0)
SET @YEAR = ISNULL(@YEAR, 0)
DECLARE @IsChargeable VARCHAR(1)
SELECT @IsChargeable = [HAN].[ISChargeable]
FROM [dbo].[Handlers] [HAN] WITH (nolock)
WHERE [HAN].[CODE] = @FeeEarner
SET @IsChargeable = ISNULL(@IsChargeable, 'C')
DECLARE @MatterBillingMethod CHAR(1)
DECLARE @ClientBillingMethod CHAR(1)
DECLARE @DefaultBillingMethod CHAR(1)
SELECT @MatterBillingMethod = RTRIM(ISNULL([MAT].[BillingMethod], '')),
@ClientBillingMethod = RTRIM(ISNULL([CON].[BillingMethod], ''))
FROM [dbo].[Matters] [MAT] WITH (nolock)
LEFT OUTER JOIN [dbo].[Contacts] [CON] WITH (nolock)
ON [CON].[Code] = [MAT].[ClientCode]
WHERE [MAT].[Code] = @Matter
SET @MatterBillingMethod = ISNULL(@MatterBillingMethod, '')
SET @ClientBillingMethod = ISNULL(@ClientBillingMethod, '')
IF(@MatterBillingMethod <> '')
BEGIN
SET @DefaultBillingMethod = @MatterBillingMethod
END
ELSE IF(@ClientBillingMethod <> '')
BEGIN
SET @DefaultBillingMethod = @ClientBillingMethod
END
ELSE
BEGIN
SET @DefaultBillingMethod = 'T'
END
-- John 2018-03-16 Only allow VALID methods
If ISNULL(@DefaultBillingMethod, '') NOT IN ('T', 'C')
BEGIN
SET @DefaultBillingMethod = 'T'
END
INSERT
INTO [dbo].[TimeDayBook]
([Matter],
[FeeEarn],
[Date],
[Time],
[Task],
[TimeOrCharge],
[Rec_Irr],
[Post],
[StopwatchStatus],
[Period],
[Year],
[MatterLevel],
[Comment],
[Rate],
[Charge],
[Charged],
[EntryDate],
[ModifyDate])
SELECT [NW].[MATTER],
[NW].[FeeEarn],
[NW].[Date],
[NW].[Time],
[NW].[Task],
[NW].[TimeOrCharge],
@IsChargeable,
[NW].[Post],
[NW].[StopwatchStatus],
[NW].[Period],
[NW].[Year],
[MAT].[ChargeLevel],
[NW].[Comment],
CASE WHEN @DefaultBillingMethod = 'T'
THEN CONVERT(DECIMAL(10, 2), 0)
WHEN ISNULL(@ChargeDefault, 0) = 0
THEN CONVERT(DECIMAL(10, 2), 0)
ELSE CONVERT(DECIMAL(10, 2), @ChargeDefault) END,
CASE WHEN @DefaultBillingMethod = 'T'
THEN CONVERT(DECIMAL(10, 2), 0)
WHEN ISNULL(@ChargeDefault, 0) = 0
THEN CONVERT(DECIMAL(10, 2), 0)
ELSE CONVERT(DECIMAL(10, 2), @ChargeDefault) END,
CASE WHEN @DefaultBillingMethod = 'T'
THEN CONVERT(DECIMAL(10, 2), 0)
WHEN ISNULL(@ChargeDefault, 0) = 0
THEN CONVERT(DECIMAL(10, 2), 0)
ELSE CONVERT(DECIMAL(10, 2), @ChargeDefault) END,
CONVERT(DATETIME, CONVERT(VARCHAR, GetDate(), 112)),
CONVERT(DATETIME, CONVERT(VARCHAR, GetDate(), 112))
FROM (SELECT @Matter AS [MATTER],
@FeeEarner AS [FeeEarn],
CONVERT(VARCHAR(12), GETDATE(), 112) AS [Date],
@Minutes AS [Time],
@Task AS [Task],
@DefaultBillingMethod AS [TimeOrCharge],
'Y' AS [Post],
@StopwatchStatus AS [StopwatchStatus],
@PERIOD AS [Period],
@YEAR As [Year],
@Comment AS [Comment]) [NW]
LEFT OUTER JOIN [dbo].[matters] [MAT] WITH (nolock)
ON [MAT].[Code] = [NW].[MATTER]
SELECT SCOPE_IDENTITY() AS [RecordID],
0 AS [Minutes]
END --Insert conditions
ELSE --(ELSE CONDITION) Insert conditions
BEGIN --(ELSE CONDITION) Insert conditions
SET @RecordID = NULL
SELECT TOP 1
@RecordID = [TDB2].[RecordID]
FROM [dbo].[TimeDayBook] [TDB2] WITH (nolock)
WHERE [TDB2].[FEEEARN] = @FeeEarner
AND [TDB2].[MATTER] = @Matter
--AND [TDB2].[TIMEORCHARGE] = 'T' KEYD-5124
ORDER BY [TDB2].[RecordID] DESC
IF @RecordID IS NOT NULL
BEGIN
UPDATE [TDB]
SET [TDB].[StopwatchStatus] = @StopwatchStatus,
[TDB].[Post] = 'Y'
FROM [dbo].[TimeDayBook] [TDB]
WHERE [TDB].[RecordID] = @RecordID
SELECT [TDB].[RecordID],
ISNULL([TDB].[Time], 0) AS [Minutes]
FROM [dbo].[TimeDayBook] [TDB] WITH (nolock)
WHERE [TDB].[RecordID] = @RecordID
END
END --(ELSE CONDITION) Insert conditions
END -- ELSE CONDITION: IF @RecordID <> 0
END
GO
IF OBJECT_ID(N'KEYHM_XMLDiaryDelegation',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KEYHM_XMLDiaryDelegation]
GO
CREATE PROCEDURE [dbo].[KEYHM_XMLDiaryDelegation]
(
@DEL VARCHAR(MAX)
)
AS
/*******************************************************************************************************
* Performs a diary delegation based on the XML string passed in. *
* *
* Stored Procedure Name : [dbo].[KEYHM_XMLDiaryDelegation] *
* Copied from : [dbo].[ky_NETSPXMLDiaryDelegation] *
* *
* Modification History: *
* 2019-04-24 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
DECLARE @Return INT
EXEC @Return = [dbo].[KEYHM_ScalarXMLDiaryDelegation] @DEL
SELECT ISNULL(@Return, -4)
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KEYHM_XMLFlagDayBookEntriesForAdHocPosting'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KEYHM_XMLFlagDayBookEntriesForAdHocPosting]
END
GO
CREATE PROCEDURE
[dbo].[KEYHM_XMLFlagDayBookEntriesForAdHocPosting]
(@XML NVARCHAR(MAX))
AS
/*******************************************************************************************************
* Flags entries for Ad Hoc posting *
* *
* Stored Procedure Name : [dbo].[KEYHM_XMLFlagDayBookEntriesForAdHocPosting] *
* Copied from : [dbo].[ky_NETXMLFlagDayBookEntriesForAdHocPosting] *
* *
* Modification History : *
* 2019-04-12 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
DECLARE @iSL INT
BEGIN TRY
EXEC sp_xml_preparedocument @iSL OUTPUT, @XML
END TRY
BEGIN CATCH
EXEC sp_xml_preparedocument @iSL OUTPUT, N''
END CATCH
UPDATE [TDB]
SET [TDB].[AdHocPosting] = 1
FROM OPENXML(@iSL, N'AdHocPostDayBook/DayBookItem')
WITH ([RecordID] VARCHAR(10) '@id') [SRC]
INNER JOIN [dbo].[TimeDayBook] [TDB]
ON [TDB].[RecordID] = [SRC].[RecordID]
BEGIN TRY
EXEC sp_xml_removedocument @iSL
END TRY
BEGIN CATCH
END CATCH
END
GO
IF OBJECT_ID(N'KEYHM_XMLMatterSearch',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KEYHM_XMLMatterSearch]
GO
CREATE PROCEDURE
[dbo].[KEYHM_XMLMatterSearch]
(@Search NVARCHAR(MAX),
@PageNumber INT,
@PageSize INT,
@ColumnNames VARCHAR(50) = '',
@FilterValues VARCHAR(50) = '')
AS
/*******************************************************************************************************
* Performs a matter search based on search criteria passed in in XML format through @Search. *
* *
* Stored Procedure Name : [dbo].[KEYHM_XMLMatterSearch] *
* Copied from : [dbo].[ky_NETSPXMLMatterSearch2] *
* *
* Modification History: *
* 2019-04-24 Vinodhan K Created *
* 2020-02-25 Prabhu V Applied Custom Filter Changes with Fetching the Closed Matter *
* details as well *
* 2020-06-12 Arun V Closed matter check have added in recent matter list *
*******************************************************************************************************/
BEGIN
DECLARE @closed NCHAR(1)
DECLARE @orderby NVARCHAR(50)
DECLARE @order NVARCHAR(4)
DECLARE @howmany INT
DECLARE @handler NVARCHAR(10)
DECLARE @which INT
DECLARE @BitWiseID BIGINT
DECLARE @searchtext VARCHAR(MAX)
DECLARE @searchonlycode VARCHAR(3)
DECLARE @departmentdesc VARCHAR(50)
DECLARE @department VARCHAR(5)
DECLARE @worktypedesc VARCHAR(50)
DECLARE @worktype VARCHAR(5)
DECLARE @filecolourdesc VARCHAR(20)
DECLARE @filecolour VARCHAR(3)
DECLARE @feecode VARCHAR(10)
DECLARE @includename BIT
DECLARE @includedescription BIT
DECLARE @includeaddress BIT
DECLARE @includeemail BIT
DECLARE @includecode BIT
DECLARE @includeoldref BIT
DECLARE @includeuser1 BIT
DECLARE @andorname VARCHAR(3)
DECLARE @andornamevalue VARCHAR(200)
DECLARE @andordescription VARCHAR(3)
DECLARE @andordescriptionvalue VARCHAR(200)
DECLARE @andoraddress VARCHAR(3)
DECLARE @andoraddressvalue VARCHAR(200)
DECLARE @andorcode VARCHAR(3)
DECLARE @andorcodevalue VARCHAR(200)
DECLARE @andorfeecode VARCHAR(3)
DECLARE @andorfeecodevalue VARCHAR(200)
DECLARE @andoroldref VARCHAR(3)
DECLARE @andoroldrefvalue VARCHAR(200)
DECLARE @andordept VARCHAR(3)
DECLARE @andordeptvalue VARCHAR(200)
DECLARE @andoruser1 VARCHAR(3)
DECLARE @andoruser1value VARCHAR(200)
DECLARE @andoruser2 VARCHAR(3)
DECLARE @andoruser2value VARCHAR(200)
DECLARE @andoruser3 VARCHAR(3)
DECLARE @andoruser3value VARCHAR(200)
DECLARE @andoryourref VARCHAR(3)
DECLARE @andoryourrefvalue VARCHAR(200)
DECLARE @andorwtype VARCHAR(3)
DECLARE @andorwtypevalue VARCHAR(200)
DECLARE @iSL INT
DECLARE @StartRow INT;
DECLARE @EndRow INT;
SET @PageNumber = ISNULL(@PageNumber, 0) - 1; -- 0 BASED INDEX
IF(@PageNumber > -1)
BEGIN
SET @StartRow = ((@PageNumber) * @PageSize) + 1;
SET @EndRow = (@StartRow + @PageSize) - 1;
END
BEGIN TRY
EXEC sp_xml_preparedocument @iSL OUTPUT, @Search
END TRY
BEGIN CATCH
EXEC sp_xml_preparedocument @iSL OUTPUT, N''
END CATCH
SELECT @closed = CASE ISNULL(SRC.[closed], N'N')
WHEN N'Y' THEN N'Y'
WHEN N'B' THEN N'B'
END,
@orderby = ISNULL(SRC.[orderby], N''),
@order = CASE ISNULL(SRC.[order], N'DESC')
WHEN N'DESC'
THEN N'DESC'
ELSE N'ASC' END,
@howmany = ISNULL(SRC.[howmany], 500),
@handler = ISNULL(SRC.[handler], N''),
@which = CASE ISNULL(SRC.[which], 0)
WHEN 1 THEN 1 --My Matters
WHEN 2 THEN 2 --Recent Matters
ELSE 0 END, --All Matters
@searchtext = ISNULL(SRC.[search], ''),
@searchonlycode = ISNULL(SRC.[searchonlycode], ''),
@departmentdesc = ISNULL(SRC.[dept], ''),
@worktypedesc = ISNULL(SRC.[wtype], ''),
@filecolourdesc = ISNULL(SRC.[colour], ''),
@feecode = ISNULL(SRC.[feecodefilter], ''),
@includeaddress = ISNULL(SRC.[includeaddress], 0),
@includeemail = ISNULL(SRC.[includeemail], 0),
@includecode = ISNULL(SRC.[includecode], 0),
@includedescription = ISNULL(SRC.[includedescription], 0),
@includename = ISNULL(SRC.[includename], 0),
@includeoldref = ISNULL(SRC.[includeoldref], 0),
@includeuser1 = ISNULL(SRC.[includeuser1], 0),
@andorname = ISNULL(SRC.[andorname], ''),
@andornamevalue = ISNULL(SRC.[andornamevalue], ''),
@andordescription = ISNULL(SRC.[andordescription], ''),
@andordescriptionvalue = ISNULL(SRC.[andordescriptionvalue], ''),
@andoraddress = ISNULL(SRC.[andoraddress], ''),
@andoraddressvalue = ISNULL(SRC.[andoraddressvalue], ''),
@andorcode = ISNULL(SRC.[andorcode], ''),
@andorcodevalue = ISNULL(SRC.[andorcodevalue], ''),
@andorfeecode = ISNULL(SRC.[andorfeecode], ''),
@andorfeecodevalue = ISNULL(SRC.[andorfeecodevalue], ''),
@andoroldref = ISNULL(SRC.[andoroldref], ''),
@andoroldrefvalue = ISNULL(SRC.[andoroldrefvalue], ''),
@andordept = ISNULL(SRC.[andordept], ''),
@andordeptvalue = ISNULL(SRC.[andordeptvalue], ''),
@andoruser1 = ISNULL(SRC.[andoruser1], ''),
@andoruser1value = ISNULL(SRC.[andoruser1value], ''),
@andoruser2 = ISNULL(SRC.[andoruser2], ''),
@andoruser2value = ISNULL(SRC.[andoruser2value], ''),
@andoruser3 = ISNULL(SRC.[andoruser3], ''),
@andoruser3value = ISNULL(SRC.[andoruser3value], ''),
@andoryourref = ISNULL(SRC.[andoryourref], ''),
@andoryourrefvalue = ISNULL(SRC.[andoryourrefvalue], ''),
@andorwtype = ISNULL(SRC.[andorwtype], ''),
@andorwtypevalue = ISNULL(SRC.[andorwtypevalue], '')
FROM OPENXML(@iSL, N'search')
WITH ([closed] NCHAR(1) '@closed',
[orderby] NVARCHAR(50) '@orderby',
[order] NVARCHAR(4) '@order',
[howmany] INT '@howmany',
[handler] NVARCHAR(10) '@handler',
[which] INT '@which',
[search] VARCHAR(MAX) '@search',
[searchonlycode] VARCHAR(3) '@searchonlycode',
[dept] VARCHAR(50) '@departmentfilter',
[wtype] VARCHAR(50) '@worktypefilter',
[colour] VARCHAR(20) '@filecolourfilter',
[feecodefilter] VARCHAR(10) '@feecodefilter',
[includeaddress] BIT 'include/includefield[@name="address"]',
[includecode] BIT 'include/includefield[@name="code"]',
[includedescription] BIT 'include/includefield[@name="description"]',
[includename] BIT 'include/includefield[@name="name"]',
[includeoldref] BIT 'include/includefield[@name="oldref"]',
[includeuser1] BIT 'include/includefield[@name="user1"]',
[includeemail] BIT 'include/includefield[@name="email"]',
[andorname] VARCHAR(3) 'andor/andorfield[@name="name"]/@andor',
[andornamevalue] VARCHAR(100) 'andor/andorfield[@name="name"]/@search',
[andordescription] VARCHAR(3) 'andor/andorfield[@name="description"]/@andor',
[andordescriptionvalue] VARCHAR(100) 'andor/andorfield[@name="description"]/@search',
[andoraddress] VARCHAR(3) 'andor/andorfield[@name="address"]/@andor',
[andoraddressvalue] VARCHAR(100) 'andor/andorfield[@name="address"]/@search',
[andorcode] VARCHAR(3) 'andor/andorfield[@name="code"]/@andor',
[andorcodevalue] VARCHAR(100) 'andor/andorfield[@name="code"]/@search',
[andorfeecode] VARCHAR(3) 'andor/andorfield[@name="feecode"]/@andor',
[andorfeecodevalue] VARCHAR(100) 'andor/andorfield[@name="feecode"]/@search',
[andoroldref] VARCHAR(3) 'andor/andorfield[@name="oldref"]/@andor',
[andoroldrefvalue] VARCHAR(100) 'andor/andorfield[@name="oldref"]/@search',
[andordept] VARCHAR(3) 'andor/andorfield[@name="dept"]/@andor',
[andordeptvalue] VARCHAR(100) 'andor/andorfield[@name="dept"]/@search',
[andoruser1] VARCHAR(3) 'andor/andorfield[@name="user1"]/@andor',
[andoruser1value] VARCHAR(100) 'andor/andorfield[@name="user1"]/@search',
[andoruser2] VARCHAR(3) 'andor/andorfield[@name="user2"]/@andor',
[andoruser2value] VARCHAR(100) 'andor/andorfield[@name="user2"]/@search',
[andoruser3] VARCHAR(3) 'andor/andorfield[@name="user3"]/@andor',
[andoruser3value] VARCHAR(100) 'andor/andorfield[@name="user3"]/@search',
[andoryourref] VARCHAR(3) 'andor/andorfield[@name="yourref"]/@andor',
[andoryourrefvalue] VARCHAR(100) 'andor/andorfield[@name="yourref"]/@search',
[andorwtype] VARCHAR(3) 'andor/andorfield[@name="wtype"]/@andor',
[andorwtypevalue] VARCHAR(100) 'andor/andorfield[@name="wtype"]/@search') SRC
IF @filecolourdesc <> ''
BEGIN
SELECT @filecolour = FC.[COLOURCODE]
FROM [dbo].[FileColours] FC WITH (NOLOCK)
WHERE FC.[COLOURDESC] = @filecolourdesc
END
SET @filecolour = ISNULL(@filecolour, '')
IF @departmentdesc <> ''
BEGIN
SELECT @department = DP.[CODE]
FROM [dbo].[Departments] DP WITH (NOLOCK)
WHERE DP.[DESCRIPTION] = @departmentdesc
END
SET @department = ISNULL(@department, '')
IF @worktypedesc <> ''
BEGIN
IF @worktypedesc LIKE 'Unknown Worktype: %'
BEGIN
SELECT @worktype = WT.[CODE]
FROM [dbo].[WorkTypes] WT WITH (NOLOCK)
WHERE 'Unknown Worktype: ' + WT.[CODE] = @worktypedesc
OR WT.[DESC] = @worktypedesc
END
ELSE
BEGIN
SELECT @worktype = WT.[CODE]
FROM [dbo].[WorkTypes] WT WITH (NOLOCK)
WHERE WT.[DESC] = @worktypedesc
END
END
SET @worktype = ISNULL(@worktype, '')
SET @feecode = ISNULL(@feecode, '')
EXEC sp_xml_removedocument @iSL
DECLARE @NCOMMAND NVARCHAR(MAX)
DECLARE @HasWhere BIT
SET @HasWhere = 0
SET @handler = CASE WHEN RTRIM(ISNULL(@handler, '')) = '' THEN 'ADM' ELSE RTRIM(@handler) END
SELECT @BitWiseID = HNG.[BitWiseID]
FROM HandlerNETGroupMembership HNG WITH (NOLOCK)
WHERE HNG.[HANDLER] = CONVERT(VARCHAR(10), @handler)
SET @BitWiseID = ISNULL(@BitWiseID, [dbo].[KEYHM_FN_GetOldPermissions](RTRIM(ISNULL(@handler, ''))))
IF (@handler = 'ADM')
BEGIN
SET @BitWiseID = CONVERT(BIGINT, -1)
END
-- Custom Filter Start
SET @NCOMMAND = N'
DECLARE @StatusCount INT = 0;
IF @ColumnNames <> ''''
BEGIN
DECLARE @CustomFilter TABLE
([Status] VARCHAR(20))
SELECT columnName,rownumber INTO #columntbl FROM
(SELECT
LTRIM(RTRIM(m.n.value(''.[1]'',''varchar(8000)''))) AS columnName, ROW_NUMBER() OVER (ORDER BY (SELECT 1)) AS rownumber
FROM
(
SELECT CAST('''' + REPLACE(@ColumnNames,'','','''') + '''' AS XML) AS x
)t
CROSS APPLY x.nodes(''/XMLRoot/RowData'')m(n)) ColumnTbl
SELECT FilterValue,rownumber INTO #FILTERVALUETBL FROM
(SELECT
LTRIM(RTRIM(m.n.value(''.[1]'',''varchar(8000)''))) AS FilterValue, ROW_NUMBER() OVER (ORDER BY (SELECT 1)) AS rownumber
FROM
(
SELECT CAST('''' + REPLACE(@FilterValues,''|'','''') + '''' AS XML) AS x
)t
CROSS APPLY x.nodes(''/XMLRoot/RowData'')m(n)) FILTERVALUETBL
DECLARE @count INT
DECLARE @lptcnt INT=1
DECLARE @ColumnName VARCHAR(50)
DECLARE @FilterValue VARCHAR(2000)
SELECT @count = count(1) FROM #columntbl;
WHILE @lptcnt <= @count
BEGIN
SET @FilterValue =''''
SELECT @ColumnName = columnName FROM #columntbl WHERE rownumber = @lptcnt
SELECT @FilterValue = FilterValue FROM #FILTERVALUETBL WHERE rownumber = @lptcnt
IF(@ColumnName = ''Closed'')
INSERT INTO @CustomFilter ([Status]) VALUES (@FilterValue)
SET @lptcnt = @lptcnt + 1;
END
SET @StatusCount = (SELECT COUNT(1) FROM @CustomFilter WHERE [Status] IS NOT NULL AND [Status] <>'''')
END '
-- Custom Filter End
SET @NCOMMAND = @NCOMMAND + N'
--SELECT ''How Many: '' + CONVERT(VARCHAR(10), @HowMany)
--SELECT ''Handler: '' + @Handler
--SELECT ''BitWise ID: '' + CONVERT(VARCHAR(10), @BitWiseID)
DECLARE @Result TABLE
([id] INT IDENTITY(1, 1) PRIMARY KEY CLUSTERED,
[Time] VARCHAR(5) NOT NULL,
[Code] VARCHAR(20) NOT NULL,
[FileColour] VARCHAR(20) NOT NULL,
[FileColour_Fld] VARCHAR(20) NOT NULL,
[BackgroundColour] VARCHAR(30) NOT NULL,
[TextColour] VARCHAR(30) NOT NULL,
[Name] VARCHAR(256) NOT NULL,
[Description] VARCHAR(200) NOT NULL,
[Fe] VARCHAR(30) NOT NULL,
[FeeCode] VARCHAR(10) NOT NULL,
[FeeEarner] VARCHAR(30) NOT NULL,
[User1] VARCHAR(100) NOT NULL,
[User2] VARCHAR(100) NOT NULL,
[User3] VARCHAR(100) NOT NULL,
[Started] DATETIME NOT NULL,
[Dept] VARCHAR(50) NOT NULL,
[WorkType] VARCHAR(50) NOT NULL,
[Privileges] BIGINT NOT NULL,
[OldRef] VARCHAR(12) NOT NULL,
[Address] VARCHAR(500) NOT NULL,
[Email] VARCHAR(50) NOT NULL,
[Closed] CHAR(1) NOT NULL,
[OrgCloseDate] DATETIME NULL,
[CloseDate] DATETIME NULL,
[FileRGBColour] INT NOT NULL,
[LastAccessed] DATETIME NULL,
[PhoneNumber] VARCHAR(50) NOT NULL,
[FileNum] INT NOT NULL,
[ClientCode] VARCHAR(10) NOT NULL,
[DepartmentCode] VARCHAR(5) NOT NULL,
[FeeEarnerTeam] VARCHAR(10) NOT NULL,
[TeamName] VARCHAR(30) NOT NULL,
[YourRef] VARCHAR(100) NOT NULL,
[CaseStatusCode] VARCHAR(6) NOT NULL,
[CaseStatusDesc] VARCHAR(50) NOT NULL)
INSERT
INTO @Result
([Time],
[Code],
[FileColour],
[FileColour_Fld],
[BackgroundColour],
[TextColour],
[Name],
[Description],
[Fe],
[FeeCode],
[FeeEarner],
[User1],
[User2],
[User3],
[Started],
[Dept],
[WorkType],
[Privileges],
[OldRef],
[Address],
[Email],
[Closed],
[OrgCloseDate],
[CloseDate],
[FileRGBColour],
[LastAccessed],
[PhoneNumber],
[FileNum],
[ClientCode],
[DepartmentCode],
[FeeEarnerTeam],
[TeamName],
[YourRef],
[CaseStatusCode],
[CaseStatusDesc])
SELECT
CASE WHEN TTT.[TOTALTIME] = ''00:00''
THEN ''''
ELSE TTT.[TOTALTIME] END AS [Time],
SM.[Code] AS [Code],
SM.[FileColourDescription] AS [FileColour],
SM.[FileColourDescription] AS [FileColour_Fld],
SM.[FileBackgroundColour] AS [BackgroundColour],
SM.[TextColour] AS [TextColour],
SM.[Name] AS [Name],
SM.[Description] AS [Description],
SM.[HandlerName] AS [Fe],
SM.[FECode] AS [FeeCode],
SM.[HandlerName] AS [FeeEarner],
SM.[User1] AS [User1],
SM.[User2] AS [User2],
SM.[User3] AS [User3],
SM.[Started] AS [Started],
SM.[DeptDescription] AS [Dept],
SM.[WTypeDescription] AS [WorkType],
SM.[Privileges] AS [Privileges],
SM.[OldRef] AS [OldRef],
SM.[Address] AS [Address],
SM.[Email] AS [Email],
CASE WHEN SM.[Closed] = 0 THEN ''N'' ELSE ''Y'' END AS [Closed],
SM.[OrgClosedDate] AS [OrgCloseDate],
SM.[CloseDate] AS [CloseDate],
SM.[FileRGBColour] AS [FileRGBColour],
CASE WHEN YEAR(ISNULL(RML.[DateField], CONVERT(DATETIME, ''18000101''))) < 1901
THEN NULL
ELSE ISNULL(RML.[DateField], CONVERT(DATETIME, ''18000101'')) END AS [LastAccessed],
SM.[PhoneNumber] AS [PhoneNumber],
SM.[FileNum] AS [FileNum],
SM.[ClientCode] AS [ClientCode],
SM.[Dept] AS [DepartmentCode],
SM.[Team] AS [FeeEarnerTeam],
SM.[TeamName] AS [TeamName],
SM.[YourRef] AS [YourRef],
SM.[MatterStatus] AS [CaseStatusCode],
SM.[MatterStatusDescription] AS [CaseStatusDesc]
FROM [dbo].[SearchMatters] SM WITH (NOLOCK)
CROSS APPLY (SELECT SUBSTRING(CONVERT(VARCHAR, DATEADD(minute, ISNULL(SUM(ISNULL(TDB.[time], 0)), 0), ''19000101''), 108), 1, 5) AS [TOTALTIME]
FROM [dbo].[TimeDayBook] TDB WITH (NOLOCK)
WHERE TDB.[FeeEarn] = @Handler
AND TDB.[matter] = SM.[code]
) TTT'
SET @NCOMMAND = @NCOMMAND + N'
LEFT OUTER JOIN [dbo].[RecentMatterList] RML WITH (NOLOCK)
ON RML.[FEE] = @handler
AND RML.[MATTER] = SM.[Code]
WHERE (@StatusCount = 0 OR SM.[Closed] IN (SELECT FilterValue FROM
(SELECT LTRIM(RTRIM(m.n.value(''.[1]'',''varchar(8000)''))) AS FilterValue , ROW_NUMBER() OVER (ORDER BY (SELECT 1)) as rownumber
FROM(
SELECT CAST('''' + REPLACE((SELECT DISTINCT [Status] FROM @CustomFilter WHERE [Status] IS NOT NULL and [Status] <>''''),'','','''') + '''' AS XML) AS x
)t
CROSS APPLY x.nodes(''/XMLRoot/RowData'')m(n)) FILTERVALUETBLFnl)) '
IF (@BitWiseID = 0)
BEGIN
SET @NCOMMAND = @NCOMMAND + N'
AND ( SM.[Privileges] = 0
OR SM.[Privileges] = -1)'
END
ELSE IF (@BitWiseID = -1)
BEGIN
SET @NCOMMAND = @NCOMMAND + N'
AND 1 = 1'
END
ELSE
BEGIN
SET @NCOMMAND = @NCOMMAND + N'
AND SM.[Privileges] & @BitWiseID <> 0'
END
IF (@which = 1)
BEGIN
SET @NCOMMAND = @NCOMMAND + N'
AND SM.[FECode] = @handler'
END
IF (@closed = 'N')
BEGIN
SET @NCOMMAND = @NCOMMAND + N'
AND SM.[Closed] = 0'
END
IF (@closed = 'Y')
BEGIN
SET @NCOMMAND = @NCOMMAND + N'
AND SM.[Closed] = 1'
END
IF (@worktype <> '')
BEGIN
SET @NCOMMAND = @NCOMMAND + N'
AND SM.[WType] = @WorkType'
END
IF (@department <> '')
BEGIN
SET @NCOMMAND = @NCOMMAND + N'
AND SM.[Dept] = @department'
END
IF (@filecolour <> '')
BEGIN
SET @NCOMMAND = @NCOMMAND + N'
AND SM.[FileColour] = @filecolour'
END
IF (@feecode <> '')
BEGIN
SET @NCOMMAND = @NCOMMAND + N'
AND SM.[FECode] = @feecode'
END
DECLARE @SearchIncludes NVARCHAR(MAX)
SET @SearchIncludes = N''
IF (@searchtext <> '')
BEGIN
IF SUBSTRING(@searchtext, 1, 1) <> '%'
BEGIN
SET @searchtext = '%' + @searchtext
END
IF SUBSTRING(@searchtext, LEN(@searchtext), 1) <> '%'
BEGIN
SET @searchtext = @searchtext + '%'
END
SET @searchtext = @searchtext COLLATE SQL_Latin1_General_Cp1251_CS_AS
IF (@includeaddress = 0)
AND (@includecode = 0)
AND (@includedescription = 0)
AND (@includename = 0)
AND (@includeoldref = 0)
AND (@includeuser1 = 0)
AND (@includeemail = 0)
BEGIN
-- This is the standard call - not from Advanced Matter Search, so we search in everything
IF @SearchIncludes <> N''
BEGIN
SET @SearchIncludes = @SearchIncludes + N'
OR '
END
IF @searchonlycode <> 'yes'
BEGIN
SET @SearchIncludes = @SearchIncludes + N'SM.[NCDescription] LIKE @searchtext
OR SM.[Code] LIKE @searchtext
OR SM.[User1] LIKE @searchtext
OR SM.[User2] LIKE @searchtext
OR SM.[User3] LIKE @searchtext
OR SM.[OldRef] LIKE @searchtext
OR SM.[YourRef] LIKE @searchtext
OR SM.[NCName] LIKE @searchtext
OR SM.[NCAddress] LIKE @searchtext
OR SM.[Email] LIKE @searchtext
OR SM.[NCHandlerName] LIKE @searchtext
OR SM.[NCPartnerName] LIKE @searchtext
OR SM.[DeptDescription] LIKE @searchtext
OR SM.[WTypeDescription] LIKE @searchtext
OR SM.[FileColourDescription] LIKE @searchtext
OR SM.[MatterStatusDescription] LIKE @searchtext'
END
ELSE
BEGIN
SET @SearchIncludes = @SearchIncludes + N'SM.[Code] LIKE @searchtext'
END
END
ELSE
BEGIN
IF (@includeaddress = 1)
BEGIN
IF @SearchIncludes <> N''
BEGIN
SET @SearchIncludes = @SearchIncludes + N'
OR '
END
SET @SearchIncludes = @SearchIncludes + N'SM.[NCAddress] LIKE @searchtext'
END
IF (@includecode = 1)
BEGIN
IF @SearchIncludes <> N''
BEGIN
SET @SearchIncludes = @SearchIncludes + N'
OR '
END
SET @SearchIncludes = @SearchIncludes + N'SM.[Code] LIKE @searchtext'
END
IF (@includedescription = 1)
BEGIN
IF @SearchIncludes <> N''
BEGIN
SET @SearchIncludes = @SearchIncludes + N'
OR '
END
SET @SearchIncludes = @SearchIncludes + N'SM.[NCDescription] LIKE @searchtext'
END
IF (@includename = 1)
BEGIN
IF @SearchIncludes <> N''
BEGIN
SET @SearchIncludes = @SearchIncludes + N'
OR '
END
SET @SearchIncludes = @SearchIncludes + N'SM.[NCName] LIKE @searchtext'
END
IF (@includeoldref = 1)
BEGIN
IF @SearchIncludes <> N''
BEGIN
SET @SearchIncludes = @SearchIncludes + N'
OR '
END
SET @SearchIncludes = @SearchIncludes + N'SM.[OldRef] LIKE @searchtext'
END
IF (@includeuser1 = 1)
BEGIN
IF @SearchIncludes <> N''
BEGIN
SET @SearchIncludes = @SearchIncludes + N'
OR '
END
SET @SearchIncludes = @SearchIncludes + N'SM.[User1] LIKE @searchtext'
END
IF (@includeemail = 1)
BEGIN
IF @SearchIncludes <> N''
BEGIN
SET @SearchIncludes = @SearchIncludes + N'
OR '
END
SET @SearchIncludes = @SearchIncludes + N'SM.[Email] LIKE @searchtext'
END
END
END
IF @andoraddress = 'OR'
BEGIN
IF SUBSTRING(@andoraddressvalue, 1, 1) <> '%'
BEGIN
SET @andoraddressvalue = '%' + @andoraddressvalue
END
IF SUBSTRING(@andoraddressvalue, LEN(@andoraddressvalue), 1) <> '%'
BEGIN
SET @andoraddressvalue = @andoraddressvalue + '%'
END
SET @andoraddressvalue = @andoraddressvalue COLLATE SQL_Latin1_General_Cp1251_CS_AS
IF @SearchIncludes <> N''
BEGIN
SET @SearchIncludes = @SearchIncludes + N'
OR '
END
SET @SearchIncludes = @SearchIncludes + N'SM.[NCAddress] LIKE @andoraddressvalue'
END
IF @andorcode = 'OR'
BEGIN
IF CHARINDEX('%', @andorcodevalue, 1) = 0
BEGIN
IF SUBSTRING(@andorcodevalue, 1, 1) <> '%'
BEGIN
SET @andorcodevalue = '%' + @andorcodevalue
END
IF SUBSTRING(@andorcodevalue, LEN(@andorcodevalue), 1) <> '%'
BEGIN
SET @andorcodevalue = @andorcodevalue + '%'
END
END
IF @SearchIncludes <> N''
BEGIN
SET @SearchIncludes = @SearchIncludes + N'
OR '
END
SET @SearchIncludes = @SearchIncludes + N'SM.[Code] LIKE @andorcodevalue'
END
IF @andordept = 'OR'
BEGIN
IF @SearchIncludes <> N''
BEGIN
SET @SearchIncludes = @SearchIncludes + N'
OR '
END
SET @SearchIncludes = @SearchIncludes + N'SM.[Dept]= @andordeptvalue'
END
IF @andordescription = 'OR'
BEGIN
IF SUBSTRING(@andordescriptionvalue, 1, 1) <> '%'
BEGIN
SET @andordescriptionvalue = '%' + @andordescriptionvalue
END
IF SUBSTRING(@andordescriptionvalue, LEN(@andordescriptionvalue), 1) <> '%'
BEGIN
SET @andordescriptionvalue = @andordescriptionvalue + '%'
END
SET @andordescriptionvalue = @andordescriptionvalue COLLATE SQL_Latin1_General_Cp1251_CS_AS
IF @SearchIncludes <> N''
BEGIN
SET @SearchIncludes = @SearchIncludes + N'
OR '
END
SET @SearchIncludes = @SearchIncludes + N'SM.[NCDescription] LIKE @andordescriptionvalue'
END
IF @andorfeecode = 'OR'
BEGIN
IF @SearchIncludes <> N''
BEGIN
SET @SearchIncludes = @SearchIncludes + N'
OR '
END
SET @SearchIncludes = @SearchIncludes + N'SM.[FECode] = @andorfeecodevalue'
END
IF @andorname = 'OR'
BEGIN
IF SUBSTRING(@andornamevalue, 1, 1) <> '%'
BEGIN
SET @andornamevalue = '%' + @andornamevalue
END
IF SUBSTRING(@andornamevalue, LEN(@andornamevalue), 1) <> '%'
BEGIN
SET @andornamevalue = @andornamevalue + '%'
END
SET @andornamevalue = @andornamevalue COLLATE SQL_Latin1_General_Cp1251_CS_AS
IF @SearchIncludes <> N''
BEGIN
SET @SearchIncludes = @SearchIncludes + N'
OR '
END
SET @SearchIncludes = @SearchIncludes + N'SM.[NCName] LIKE @andornamevalue'
END
IF @andoroldref = 'OR'
BEGIN
IF SUBSTRING(@andoroldrefvalue, 1, 1) <> '%'
BEGIN
SET @andoroldrefvalue = '%' + @andoroldrefvalue
END
IF SUBSTRING(@andoroldrefvalue, LEN(@andoroldrefvalue), 1) <> '%'
BEGIN
SET @andoroldrefvalue = @andoroldrefvalue + '%'
END
IF @SearchIncludes <> N''
BEGIN
SET @SearchIncludes = @SearchIncludes + N'
OR '
END
SET @SearchIncludes = @SearchIncludes + N'SM.[OldRef] LIKE @andoroldrefvalue'
END
IF @andoruser1 = 'OR'
BEGIN
IF SUBSTRING(@andoruser1value, 1, 1) <> '%'
BEGIN
SET @andoruser1value = '%' + @andoruser1value
END
IF SUBSTRING(@andoruser1value, LEN(@andoruser1value), 1) <> '%'
BEGIN
SET @andoruser1value = @andoruser1value + '%'
END
IF @SearchIncludes <> N''
BEGIN
SET @SearchIncludes = @SearchIncludes + N'
OR '
END
SET @SearchIncludes = @SearchIncludes + N'SM.[User1] LIKE @andoruser1value'
END
IF @andoruser2 = 'OR'
BEGIN
IF SUBSTRING(@andoruser2value, 1, 1) <> '%'
BEGIN
SET @andoruser2value = '%' + @andoruser2value
END
IF SUBSTRING(@andoruser2value, LEN(@andoruser2value), 1) <> '%'
BEGIN
SET @andoruser2value = @andoruser2value + '%'
END
IF @SearchIncludes <> N''
BEGIN
SET @SearchIncludes = @SearchIncludes + N'
OR '
END
SET @SearchIncludes = @SearchIncludes + N'SM.[User2] LIKE @andoruser2value'
END
IF @andoruser3 = 'OR'
BEGIN
IF SUBSTRING(@andoruser3value, 1, 1) <> '%'
BEGIN
SET @andoruser3value = '%' + @andoruser3value
END
IF SUBSTRING(@andoruser3value, LEN(@andoruser3value), 1) <> '%'
BEGIN
SET @andoruser3value = @andoruser3value + '%'
END
IF @SearchIncludes <> N''
BEGIN
SET @SearchIncludes = @SearchIncludes + N'
OR '
END
SET @SearchIncludes = @SearchIncludes + N'SM.[User3] LIKE @andoruser3value'
END
IF @andorwtype = 'OR'
BEGIN
IF @SearchIncludes <> N''
BEGIN
SET @SearchIncludes = @SearchIncludes + N'
OR '
END
SET @SearchIncludes = @SearchIncludes + N'SM.[WType] = @andorwtypevalue'
END
IF @andoryourref = 'OR'
BEGIN
IF SUBSTRING(@andoryourrefvalue, 1, 1) <> '%'
BEGIN
SET @andoryourrefvalue = '%' + @andoryourrefvalue
END
IF SUBSTRING(@andoryourrefvalue, LEN(@andoryourrefvalue), 1) <> '%'
BEGIN
SET @andoryourrefvalue = @andoryourrefvalue + '%'
END
IF @SearchIncludes <> N''
BEGIN
SET @SearchIncludes = @SearchIncludes + N'
OR '
END
SET @SearchIncludes = @SearchIncludes + N'SM.[YourRef] LIKE @andoryourrefvalue'
END
--SELECT @SearchIncludes
IF @SearchIncludes <> ''
BEGIN
SET @NCOMMAND = @NCOMMAND + N'
AND ( ' + @SearchIncludes + N')'
END
IF @andoraddress = 'AND'
BEGIN
IF SUBSTRING(@andoraddressvalue, 1, 1) <> '%'
BEGIN
SET @andoraddressvalue = '%' + @andoraddressvalue
END
IF SUBSTRING(@andoraddressvalue, LEN(@andoraddressvalue), 1) <> '%'
BEGIN
SET @andoraddressvalue = @andoraddressvalue + '%'
END
SET @andoraddressvalue = @andoraddressvalue COLLATE SQL_Latin1_General_Cp1251_CS_AS
SET @NCOMMAND = @NCOMMAND + N'
AND SM.[NCAddress] LIKE @andoraddressvalue'
END
IF @andorcode = 'AND'
BEGIN
IF SUBSTRING(@andorcodevalue, 1, 1) <> '%'
BEGIN
SET @andorcodevalue = '%' + @andorcodevalue
END
IF SUBSTRING(@andorcodevalue, LEN(@andorcodevalue), 1) <> '%'
BEGIN
SET @andorcodevalue = @andorcodevalue + '%'
END
SET @NCOMMAND = @NCOMMAND + N'
AND SM.[Code] LIKE @andorcodevalue'
END
IF @andordept = 'AND'
BEGIN
SET @NCOMMAND = @NCOMMAND + N'
AND SM.[Dept] = @andordeptvalue'
END
IF @andordescription = 'AND'
BEGIN
IF SUBSTRING(@andordescriptionvalue, 1, 1) <> '%'
BEGIN
SET @andordescriptionvalue = '%' + @andordescriptionvalue
END
IF SUBSTRING(@andordescriptionvalue, LEN(@andordescriptionvalue), 1) <> '%'
BEGIN
SET @andordescriptionvalue = @andordescriptionvalue + '%'
END
SET @andordescriptionvalue = @andordescriptionvalue COLLATE SQL_Latin1_General_Cp1251_CS_AS
SET @NCOMMAND = @NCOMMAND + N'
AND SM.[NCDescription] LIKE @andordescriptionvalue'
END
IF @andorfeecode = 'AND'
BEGIN
SET @NCOMMAND = @NCOMMAND + N'
AND SM.[FECode] = @andorfeecodevalue'
END
IF @andorname = 'AND'
BEGIN
IF SUBSTRING(@andornamevalue, 1, 1) <> '%'
BEGIN
SET @andornamevalue = '%' + @andornamevalue
END
IF SUBSTRING(@andornamevalue, LEN(@andornamevalue), 1) <> '%'
BEGIN
SET @andornamevalue = @andornamevalue + '%'
END
SET @andornamevalue = @andornamevalue COLLATE SQL_Latin1_General_Cp1251_CS_AS
SET @NCOMMAND = @NCOMMAND + N'
AND SM.[NCName] LIKE @andornamevalue'
END
IF @andoroldref = 'AND'
BEGIN
IF SUBSTRING(@andoroldrefvalue, 1, 1) <> '%'
BEGIN
SET @andoroldrefvalue = '%' + @andoroldrefvalue
END
IF SUBSTRING(@andoroldrefvalue, LEN(@andoroldrefvalue), 1) <> '%'
BEGIN
SET @andoroldrefvalue = @andoroldrefvalue + '%'
END
SET @NCOMMAND = @NCOMMAND + N'
AND SM.[OldRef] LIKE @andoroldrefvalue'
END
IF @andoruser1 = 'AND'
BEGIN
IF SUBSTRING(@andoruser1value, 1, 1) <> '%'
BEGIN
SET @andoruser1value = '%' + @andoruser1value
END
IF SUBSTRING(@andoruser1value, LEN(@andoruser1value), 1) <> '%'
BEGIN
SET @andoruser1value = @andoruser1value + '%'
END
SET @NCOMMAND = @NCOMMAND + N'
AND SM.[User1] LIKE @andoruser1value'
END
IF @andoruser2 = 'AND'
BEGIN
IF SUBSTRING(@andoruser2value, 1, 1) <> '%'
BEGIN
SET @andoruser2value = '%' + @andoruser2value
END
IF SUBSTRING(@andoruser2value, LEN(@andoruser2value), 1) <> '%'
BEGIN
SET @andoruser2value = @andoruser2value + '%'
END
SET @NCOMMAND = @NCOMMAND + N'
AND SM.[User2] LIKE @andoruser2value'
END
IF @andoruser3 = 'AND'
BEGIN
IF SUBSTRING(@andoruser3value, 1, 1) <> '%'
BEGIN
SET @andoruser3value = '%' + @andoruser3value
END
IF SUBSTRING(@andoruser3value, LEN(@andoruser3value), 1) <> '%'
BEGIN
SET @andoruser3value = @andoruser3value + '%'
END
SET @NCOMMAND = @NCOMMAND + N'
AND SM.[User3] LIKE @andoruser3value'
END
IF @andorwtype = 'AND'
BEGIN
SET @NCOMMAND = @NCOMMAND + N'
AND SM.[WType] = @andorwtypevalue'
END
IF @andoryourref = 'AND'
BEGIN
IF SUBSTRING(@andoryourrefvalue, 1, 1) <> '%'
BEGIN
SET @andoryourrefvalue = '%' + @andoryourrefvalue
END
IF SUBSTRING(@andoryourrefvalue, LEN(@andoryourrefvalue), 1) <> '%'
BEGIN
SET @andoryourrefvalue = @andoryourrefvalue + '%'
END
SET @NCOMMAND = @NCOMMAND + N'
AND SM.[YourRef] LIKE @andoryourrefvalue'
END
SET @NCOMMAND = @NCOMMAND + N'
ORDER BY ' + CASE @orderby
WHEN N'description'
THEN N'CASE WHEN SM.[Description] = ''''
THEN 1
ELSE 0 END,
SM.[Description] ' + @order + N',
SM.[Code] ' + @order
WHEN N'Code'
THEN N'CASE WHEN SM.[Code] = ''''
THEN 1
ELSE 0 END,
SM.[Code] ' + @order
WHEN N'Name'
THEN N'CASE WHEN SM.[Name] = ''''
THEN 1
ELSE 0 END,
SM.[Name] ' + @order + N',
SM.[Code] ' + @order
WHEN N'Address'
THEN N'CASE WHEN SM.[Address] = ''''
THEN 1
ELSE 0 END,
SM.[Address] ' + @order + N',
SM.[Code] ' + @order
WHEN N'Email'
THEN N'CASE WHEN SM.[Email] = ''''
THEN 1
ELSE 0 END,
SM.[Email] ' + @order + N',
SM.[Code] ' + @order
WHEN N'PhoneNumber'
THEN N'CASE WHEN SM.[PhoneNumber] = ''''
THEN 1
ELSE 0 END,
SM.[PhoneNumber] ' + @order + N',
SM.[Code] ' + @order
WHEN N'user1'
THEN N'CASE WHEN SM.[User1] = ''''
THEN 1
ELSE 0 END,
SM.[User1] ' + @order + N',
SM.[Code] ' + @order
WHEN N'user2'
THEN N'CASE WHEN SM.[User2] = ''''
THEN 1
ELSE 0 END,
SM.[User2] ' + @order + N',
SM.[Code] ' + @order
WHEN N'user3'
THEN N'CASE WHEN SM.[User3] = ''''
THEN 1
ELSE 0 END,
SM.[User3] ' + @order + N',
SM.[Code] ' + @order
WHEN N'yourref'
THEN N'CASE WHEN SM.[YourRef] = ''''
THEN 1
ELSE 0 END,
SM.[YourRef] ' + @order + N',
SM.[Code] ' + @order
WHEN N'OldRef'
THEN N'CASE WHEN SM.[OldRef] = ''''
THEN 1
ELSE 0 END,
SM.[OldRef] ' + @order + N',
SM.[Code] ' + @order
WHEN N'FileNum'
THEN N'CASE WHEN SM.[FileNum] = 0
THEN 1
ELSE 0 END,
SM.[FileNum] ' + @order + N',
SM.[Code] ' + @order
WHEN N'department'
THEN N'CASE WHEN SM.[DeptDescription] = ''''
THEN 1
ELSE 0 END,
SM.[DeptDescription] ' + @order + N',
SM.[Code] ' + @order
WHEN N'Dept'
THEN N'CASE WHEN SM.[DeptDescription] = ''''
THEN 1
ELSE 0 END,
SM.[DeptDescription] ' + @order + N',
SM.[Code] ' + @order
WHEN N'worktype'
THEN N'CASE WHEN SM.[WTypeDescription] = ''''
THEN 1
ELSE 0 END,
SM.[WTypeDescription] ' + @order + N',
SM.[Code] ' + @order
WHEN N'FeeCode'
THEN N'CASE WHEN SM.[FECode] = ''''
THEN 2
WHEN SM.[FECode] = ''ADM''
THEN 1
ELSE 0 END,
SM.[FECode] ' + @order + N',
SM.[Code] ' + @order
WHEN N'FeeEarner'
THEN N'CASE WHEN SM.[HandlerName] = '''' AND SM.[FECode] = ''''
THEN 3
WHEN SM.[HandlerName] = ''''
THEN 2
WHEN SM.[HandlerName] = ''Admin''
THEN 1
ELSE 0 END,
SM.[HandlerName] ' + @order + N',
SM.[Code] ' + @order
WHEN N'FileColour_Fld'
THEN N'CASE WHEN SM.[FileColourDescription] = ''''
THEN 1
ELSE 0 END,
SM.[FileColourDescription] ' + @order + N',
SM.[Code] ' + @order
WHEN N'FileColour'
THEN N'CASE WHEN SM.[FileColourDescription] = ''''
THEN 1
ELSE 0 END,
SM.[FileColourDescription] ' + @order + N',
SM.[Code] ' + @order
WHEN N'started'
THEN N'SM.[Started] ' + @order + N',
SM.[Code] ' + @order
WHEN N'LastAccessed'
THEN N'CASE WHEN RML.[DateField] IS NULL
THEN 1
ELSE 0 END,
RML.[DateField] ' + @order + N',
SM.[Code] ' + @order
WHEN N'closedate'
THEN N'CASE WHEN SM.[CloseDate] IS NULL
THEN 1
ELSE 0 END,
SM.[CloseDate] ' + @order + N',
SM.[Code] ' + @order
WHEN N'orgcloseddate'
THEN N'CASE WHEN SM.[orgcloseddate] IS NULL
THEN 1
ELSE 0 END,
SM.[orgcloseddate] ' + @order + N',
SM.[Code] ' + @order
WHEN N'casestatusdesc'
THEN N'CASE WHEN SM.[MatterStatusDescription] IS NULL
THEN 1
ELSE 0 END,
SM.[MatterStatusDescription] ' + @order + N',
SM.[Code] ' + @order
ELSE CASE WHEN @Which <> 2
THEN N'SM.[Code] ' + @order
ELSE N'CASE WHEN RML.[DateField] IS NULL
THEN 1
ELSE 0 END,
RML.[DateField] DESC,
SM.[Code] ' + @order END END
SET @NCOMMAND = @NCOMMAND + N'
SELECT * FROM(
SELECT ROW_NUMBER() OVER(ORDER BY [Res].[id]) AS [RowNumber],
[RES].[id],
[RES].[Time],
[RES].[Code],
[RES].[FileColour],
[RES].[FileColour_Fld],
[RES].[BackgroundColour],
[RES].[TextColour],
[RES].[Name],
[RES].[Description],
[RES].[Fe],
[RES].[FeeCode],
[RES].[FeeEarner],
[RES].[User1],
[RES].[User2],
[RES].[User3],
[RES].[Started],
[RES].[Dept],
[RES].[WorkType],
[RES].[Privileges],
[RES].[OldRef],
[RES].[Address],
[RES].[Email],
[RES].[Closed],
[RES].[OrgCloseDate],
[RES].[CloseDate],
[RES].[FileRGBColour],
[RES].[LastAccessed],
[RES].[PhoneNumber],
[RES].[FileNum],
[RES].[ClientCode],
[RES].[DepartmentCode],
[RES].[FeeEarnerTeam],
[RES].[TeamName],
[RES].[YourRef],
[RES].[CaseStatusCode],
[RES].[CaseStatusDesc]
FROM @Result [RES])AS MatterTable WHERE [Closed]=''N'' AND MatterTable.[RowNumber] BETWEEN @StartRow AND @EndRow ORDER BY MatterTable.[id] ASC
SELECT
COUNT([RES].[id]) AS [TotalRecord]
FROM
@Result [RES]
WHERE
[Closed]=''N''
SELECT
USERPROMPT1 AS [UserPrompt1],
USERPROMPT2 AS [UserPrompt2],
USERPROMPT3 AS [UserPrompt3],
YourRef AS [YourRef]
FROM
[Control]'
EXECUTE sp_executesql @NCOMMAND,
N'@HowMany INT,
@BitWiseID BIGINT,
@Handler VARCHAR(10),
@WorkType VARCHAR(5),
@department VARCHAR(5),
@filecolour VARCHAR(3),
@feecode VARCHAR(10),
@searchtext VARCHAR(MAX),
@andoraddressvalue VARCHAR(200),
@andorcodevalue VARCHAR(200),
@andordeptvalue VARCHAR(200),
@andordescriptionvalue VARCHAR(200),
@andorfeecodevalue VARCHAR(200),
@andornamevalue VARCHAR(200),
@andoroldrefvalue VARCHAR(200),
@andoruser1value VARCHAR(200),
@andoruser2value VARCHAR(200),
@andoruser3value VARCHAR(200),
@andorwtypevalue VARCHAR(200),
@andoryourrefvalue VARCHAR(200),
@StartRow INT,
@EndRow INT,
@ColumnNames VARCHAR(50),
@FilterValues VARCHAR(50)',
@Howmany,
@BitWiseID,
@handler,
@worktype,
@department,
@filecolour,
@feecode,
@searchtext,
@andoraddressvalue,
@andorcodevalue,
@andordeptvalue,
@andordescriptionvalue,
@andorfeecodevalue,
@andornamevalue,
@andoroldrefvalue,
@andoruser1value,
@andoruser2value,
@andoruser3value,
@andorwtypevalue,
@andoryourrefvalue,
@StartRow,
@EndRow,
@ColumnNames,
@FilterValues
END
GO
IF OBJECT_ID(N'KEYHM_XMLPostDayBook',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KEYHM_XMLPostDayBook]
GO
CREATE PROCEDURE [dbo].[KEYHM_XMLPostDayBook] (@XML NVARCHAR(MAX))
AS
/*******************************************************************************************************
* Posts valid entries from the Time Day Book into the Time Entry. *
* *
* Stored Procedure Name : [dbo].[KEYHM_XMLPostDayBook] *
* Copied from : [dbo].[ky_NETXMLPostDayBook] *
* *
* Modification History: *
* 2019-04-24 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
DECLARE @iSL INT
DECLARE @Handler VARCHAR(10)
DECLARE @HSEClientGroup VARCHAR(20)
DECLARE @UPDByHandler VARCHAR(10)
DECLARE @User NVARCHAR(128)
DECLARE @UpdateRestriction INT
BEGIN TRY
EXEC sp_xml_preparedocument @iSL OUTPUT, @XML
END TRY
BEGIN CATCH
EXEC sp_xml_preparedocument @iSL OUTPUT, N''
END CATCH
SELECT @Handler = [SRC].[Handler],
@HSEClientGroup = [SRC].[HSEClientGroup],
@UPDByHandler = [SRC].[UPDByHandler],
@User = [SRC].[User],
@UpdateRestriction = [SRC].[UpdateRestriction]
FROM OPENXML(@iSL, N'PostDayBook')
WITH ([Handler] VARCHAR(10) '@handler',
[HSEClientGroup] VARCHAR(20) '@hseclientgroup',
[UPDByHandler] VARCHAR(10) '@updbyhandler',
[User] NVARCHAR(128) '@user',
[UpdateRestriction] INT '@updaterestriction') [SRC]
BEGIN TRY
EXEC sp_xml_removedocument @iSL
END TRY
BEGIN CATCH
END CATCH
SET @Handler = ISNULL(@Handler, '')
SET @HSEClientGroup = ISNULL(@HSEClientGroup, '')
SET @UPDByHandler = ISNULL(@UPDByHandler, '')
SET @User = ISNULL(@User, N'')
SET @UpdateRestriction = ISNULL(@UpdateRestriction, 0)
DECLARE @MAXID int
DECLARE @Continue int
DECLARE @COMMAND int
DECLARE @AxleErrors int
DECLARE @PERIOD INT
DECLARE @YEAR INT
DECLARE @IsSAM4 BIT
DECLARE @TUTNUMVALUE DECIMAL(17, 2)
DECLARE @RoundupUnits BIT
SET @RoundupUnits = 0
SELECT @RoundupUnits = [SET].[KeyValue]
FROM [dbo].[Settings] [SET]
WHERE [SET].[KeyName] = 'RoundupUnits'
SET @IsSAM4 = [dbo].[ISSAM4]()
IF @IsSAM4 = 0
BEGIN
SELECT @PERIOD=ISNULL(CURPER,0),
@YEAR=ISNULL(CL.[YEAR],0)
FROM [CONTROL] CL
END
ELSE
BEGIN
SET @PERIOD=(SELECT ISNULL(numvalue,0) FROM CtrlNum WHERE code='CurPeriod')
SET @YEAR=(SELECT ISNULL(numvalue,0) FROM CtrlNum WHERE code='CurYear')
END
SET @PERIOD = ISNULL(@PERIOD, 0)
SET @YEAR = ISNULL(@YEAR, 0)
IF (@RoundupUnits = 0)
BEGIN
SET @TUTNUMVALUE = 1
END
ELSE
BEGIN
IF @IsSAM4 = 1
BEGIN
SELECT @TUTNUMVALUE = CTN.[NumValue]
FROM [dbo].[CtrlNum] CTN
WHERE CTN.[Code] = 'TimeUnit'
END
SET @TUTNUMVALUE = CASE WHEN ISNULL(@TUTNUMVALUE, 0) = 0 THEN 6 ELSE @TUTNUMVALUE END
END
DECLARE @NTEID TABLE
([ID] int identity(1, 1),
[NEWID] int,
[RECORDID] int)
DECLARE @PDMAT TABLE
([ID] int identity(1, 1),
[CODE] varchar(20))
DECLARE @RDUP TABLE
([RECORDID] int)
SELECT @AxleErrors = COUNT(1)
FROM [dbo].[KEYHM_WDTimeDayBookWithAxleErrors]
(@HSEClientGroup,
@Handler) AXER
WHERE AXER.[IsAxleError] = 'Y'
SELECT @MAXID = ISNULL(MAX(TIE.[RECORDID]), 0)
FROM [dbo].[TimeEntry] TIE
INSERT
INTO @NTEID
([NEWID],
[RECORDID])
SELECT @MAXID,
TDB.[RECORDID]
from [dbo].[TimeDayBook] [TDB]
LEFT OUTER JOIN [dbo].[matters] MAT
INNER JOIN [dbo].[Contacts] CON
ON CON.[Code] = MAT.[ClientCode]
LEFT OUTER JOIN [dbo].[WorkTypes] WTY
ON WTY.[CODE] = MAT.[WType]
ON MAT.[Code] = TDB.[MATTER]
LEFT OUTER JOIN [dbo].[TasksCodes] TAC
ON TAC.[CODE] = TDB.[TASK]
WHERE TDB.[FEEEARN] = @Handler
AND [dbo].[KEYHM_FN_UserCanPostTime](TDB.[Matter], @Handler, TDB.[RECORDID]) = 0
AND ( [TDB].[TimeOrCharge] <> 'T' --KEYD-5185
OR [TDB].[Time] <> 0) --KEYD-5185
AND CASE WHEN RTRIM(ISNULL(TDB.[matter], '')) = ''
-- Admin entries can't cause an Axle error
THEN 'N'
WHEN RTRIM(ISNULL(TDB.[matter], '')) = '~'
-- Admin entries can't cause an Axle error
THEN 'N'
WHEN MAT.[Code] IS NULL
-- Missing matter. This is an error
THEN 'Y'
WHEN RTRIM(IsNull(CON.[ClientGroup], '')) <> ''
-- If it's not an HSE Client it can't cause an Axle Error
THEN 'N'
WHEN RTRIM(IsNull(CON.[ClientGroup], '')) <> ISNULL(@HSEClientGroup, '')
-- If it's not an HSE Client it can't cause an Axle Error
THEN 'N'
WHEN RTRIM(ISNULL(WTY.[CODE], '')) = ''
-- Missing Worktype. This is an error
THEN 'Y'
WHEN RTRIM(ISNULL(WTY.[ChildCare], '')) <> 'Y'
-- If it's not a ChildCare matter it can't cause an Axle Error
THEN 'N'
WHEN RTRIM(ISNULL(TAC.[CODE], '')) = ''
-- Missing Task. This is an error
THEN 'Y'
WHEN RTRIM(ISNULL(TAC.[AxleTask], '')) <> 'Y'
-- This is not a Child Care task. This is an error
THEN 'Y'
WHEN LEN(RTRIM(ISNULL(TDB.[COMMENT], ''))) < 10
-- Comment must be at least 10 characters. This is an error.
THEN 'Y'
WHEN TDB.[TIME] > 1440
-- Task is too long! Must be less than 1440 minutes (i.e. 24 hours)
THEN 'Y'
ELSE 'N'
END = 'N'
AND ( @UpdateRestriction = 0
OR ( @UpdateRestriction = 1
AND [TDB].[AdHocPosting] = 1)
OR ( @UpdateRestriction = 2
AND [TDB].[Date] < CONVERT(DATETIME, CONVERT(VARCHAR, GETDATE(), 112))))
-- Please Note that AdHocPosting should only be evaluated ONCE - Start
UPDATE [TDB]
SET [TDB].[AdHocPosting] = 0
FROM [dbo].[TimeDayBook] [TDB]
WHERE [TDB].[FeeEarn] = @Handler
AND [TDB].[AdHocPosting] <> 0
-- Please Note that AdHocPosting should only be evaluated ONCE - End
INSERT
INTO @PDMAT
([CODE])
SELECT DISTINCT
TDB.[MATTER]
FROM [dbo].[TimeDayBook] TDB
LEFT OUTER JOIN [dbo].[matters] MAT --2015-09-01
ON MAT.CODE = TDB.Matter
WHERE TDB.[FEEEARN] = @Handler
AND ISNULL(MAT.Closed,'N')<>'Y'
UPDATE NTEID
SET NTEID.[NEWID] = NTEID.[ID] + NTEID.[NEWID]
FROM @NTEID NTEID
--IF (@TUTNUMVALUE <> 1) ----PINO 2015-08-25 - second fix
-- BEGIN ----PINO 2015-08-25 - second fix
-- Round all Time Daybook Values up to the nearest Unit.
DECLARE @RECID INT
INSERT
INTO @RDUP
([RECORDID])
SELECT TDB.[RecordID]
FROM @NTEID NTEID
INNER JOIN [dbo].[TimeDayBook] TDB
ON TDB.[RECORDID] = NTEID.[RECORDID]
AND TDB.[TimeOrCharge] <> 'C'
SELECT TOP 1 @RECID = RDUP.[RECORDID]
FROM @RDUP RDUP
WHILE (@RECID IS NOT NULL)
BEGIN
DELETE RDUP
FROM @RDUP RDUP
WHERE RDUP.[RECORDID] = @RECID
EXEC [dbo].[KEYHM_SetTimeDaybookRateCharge] @RECID, @TUTNUMVALUE
SET @RECID = NULL
SELECT TOP 1 @RECID = RDUP.[RECORDID]
FROM @RDUP RDUP
END
--END ----PINO 2015-08-25 - second fix
SET IDENTITY_INSERT [dbo].[TimeEntry] ON
INSERT
INTO [dbo].[TimeEntry]
([MATTER],
[FEEEARN],
[DATE],
[TIME],
[RATE],
[TASK],
[TIMEORCHARGE],
[COMMENT],
[NCCODE],
[DOCKET],
[TEAM],
[TRACKREF],
[REC_IRR],
[PERIOD],
[YEAR],
[BillingPeriod],
[BillingYear],
[ACTIONID],
[StageCode],
[Branch],
[RECORDID])
SELECT CASE WHEN RTRIM(ISNULL(TDB.[TASK], '')) <> ''
THEN TDB.[MATTER]
WHEN RTRIM(ISNULL(TDB.[MATTER], '')) <> ''
THEN TDB.[MATTER]
ELSE '~' END,
TDB.[FEEEARN],
TDB.[DATE],
TDB.[TIME],
TDB.[RATE],
TDB.[TASK],
TDB.[TIMEORCHARGE],
TDB.[COMMENT],
CASE WHEN RTRIM(ISNULL(TDB.[TASK], '')) <> ''
THEN ''
WHEN RTRIM(ISNULL(TDB.[MATTER], '')) = '~'
THEN TDB.[NCCCode]
WHEN RTRIM(ISNULL(TDB.[MATTER], '')) <> ''
THEN ''
ELSE TDB.[NCCCODE] END,
CASE WHEN ISNUMERIC(RTRIM(ISNULL(TDB.[DOCKET],''))) = 1
THEN CONVERT(decimal(9,0), RTRIM(ISNULL(TDB.[DOCKET],'')))
ELSE 0 END,
TDB.[TEAM],
TDB.[TRACKREF],
TDB.[REC_IRR],
CASE WHEN ISNULL(TDB.[PERIOD], 0) = 0 THEN @PERIOD ELSE TDB.[PERIOD] END,
CASE WHEN ISNULL(TDB.[YEAR], 0) = 0 THEN @YEAR ELSE TDB.[YEAR] END,
0, --2015-08-27
0, --2015-08-27
TDB.[ACTIONID],
TDB.[StageCode],
CASE WHEN TDB.[Matter] = '~' THEN '' ELSE ISNULL(HAN.[BRANCH], '') END, -- 2015-09-01 John
NTEID.[NEWID]
FROM @NTEID NTEID
INNER JOIN [dbo].[TimeDayBook] TDB
ON TDB.[RECORDID] = NTEID.[RECORDID]
LEFT OUTER JOIN [dbo].[Handlers] HAN -- 2015-09-01 John
ON HAN.[CODE] = TDB.[FeeEarn]
LEFT OUTER JOIN [dbo].[Matters] MAT on MAT.Code = TDB.Matter
SET IDENTITY_INSERT [dbo].[TimeEntry] OFF
SELECT @MAXID = ISNULL(MAX(TIE.[RECORDID]), 0)
FROM [dbo].[TimeEntry] TIE
DBCC CHECKIDENT([TimeEntry], RESEED, @MAXID)
DELETE [dbo].[WDNTEID]
WHERE [handler] = @Handler
INSERT
INTO [dbo].[WDNTEID]
([Handler],
[id],
[NewId],
[RECORDID])
SELECT @Handler,
[ID],
[NEWID],
[RECORDID]
FROM @NTEID
EXEC [dbo].[KEYHM_UpdateTimeEntryFromDayBook] @HANDLER, @UPDByHandler, @User
EXEC [dbo].[KEYHM_CheckUnpostableEntries] @HANDLER
DELETE TDB
FROM @NTEID NTEID
INNER JOIN [dbo].[TimeDayBook] TDB
ON TDB.[RECORDID] = NTEID.[RECORDID]
INNER JOIN [dbo].[TimeEntry] TIE
ON TIE.[RECORDID] = NTEID.[NEWID]
LEFT OUTER JOIN [dbo].[matters] MAT
ON MAT.[Code] = TIE.[MATTER]
WHERE TIE.[MATTER] = '~'
OR MAT.[Code] IS NOT NULL
UPDATE MAT
SET MAT.[ChargeBal] = ISNULL(TIE.[Charge], 0),
MAT.[TimeBal] = ISNULL(TIE.[Time], 0)
FROM @PDMAT PDM
INNER JOIN [dbo].[Matters] MAT
ON MAT.[Code] = PDM.[CODE]
LEFT OUTER JOIN (SELECT TIE.[Matter],
SUM(ISNULL(TIE.[Charge], 0) - ISNULL(TIE.[BilledAmount], 0)) AS [Charge],
SUM(ISNULL(TIE.[Time], 0)) AS [Time]
FROM [dbo].[TimeEntry] AS TIE
WHERE TIE.[TimeOrCharge] <> 'B'
AND TIE.[Rec_Irr] = 'C'
AND TIE.[IncludeInBill] <> 2
AND CASE WHEN @IsSAM4 = 1 -- SAM4 doesn't use billedamount
AND ISNULL(TIE.[InvoiceNo], 0) = 0
THEN 1
WHEN @IsSAM4 <> 1 -- SAM3 does
AND ABS(ISNULL(TIE.[BilledAmount], 0)) < ABS(ISNULL(TIE.[Charge], 0))
THEN 1
ELSE 0 END = 1
GROUP BY TIE.[Matter]) AS TIE
ON TIE.[Matter] = MAT.[Code]
WHERE MAT.[Code] IS NOT NULL
IF (@AxleErrors = 0)
BEGIN
SELECT COUNT(1) AS [TOTAL]
from [dbo].[TimeDayBook] TDB
WHERE TDB.[FEEEARN] = @Handler
END
ELSE
BEGIN
SELECT DISTINCT AXER.[AxleError]
FROM [dbo].[ky_WDTimeDayBookWithAxleErrors]
(@HSEClientGroup,
@Handler) AXER
WHERE AXER.[IsAxleError] = 'Y'
END
DECLARE @IsTimerRunning BIT
SET @IsTimerRunning = 0;
IF EXISTS(SELECT TOP 1 1 FROM TimeDayBook WHERE FeeEarn = @Handler AND StopwatchStatus = 0)
BEGIN
SET @IsTimerRunning = 1;
END
SELECT @IsTimerRunning AS [IsTimerRunning]
END
GO