IF OBJECT_ID(N'KAAS_ACLedgerSetClientReserveInsert',N'P') IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_ACLedgerSetClientReserveInsert]
GO
CREATE PROCEDURE
[dbo].[KAAS_ACLedgerSetClientReserveInsert]
(@Reserve VARCHAR(15),
@Comment VARCHAR(80),
@User VARCHAR(10),
@Matter VARCHAR(20) ,
@Result INT OUTPUT)
AS
/******************************************************************************************************************
* To insert and Set Client A/c Reserve value. *
* *
* Stored Procedure Name: [dbo].[KAAS_ACLedgerSetClientReserveInsert] *
* Copied from : [dbo].[ky_NETACLedgerSetClientReserveInsert] *
* *
* Modification History: *
* 2019-07-18 Vinodhan K Created *
******************************************************************************************************************/
BEGIN
SET NOCOUNT ON
DECLARE @NCOMMAND NVARCHAR(MAX)
DECLARE @ISSAM4 INT
SET @ISSAM4 = [dbo].[ISSAM4]()
IF @ISSAM4 = 0
BEGIN
SET @NCOMMAND = N'
INSERT
INTO [dbo].[MatterLedger]
([MATTER],
[BATCHNO],
[PREF],
[DATE],
[REF],
[NARR],
[VALUED],
[VALUEO],
[VALUEC],
[FEE],
[PER],
[YEAR],
[ENTRYDATE],
[CLIENT],
[VALUECC],
[VALUECD],
[DEPOSITTYPE],
[CURVALUED],
[CURVALUEO],
[CURVALUEC],
[CURVALUECC],
[CURVALUECD],
[BILLED],
[BILLINGYEAR],
[BILLINGPERIOD],
[BILLINGDATE],
[BILLEDOUTLAYVALUE],
[INVOICENO],
[INCLUDEINBILL])
VALUES(RTRIM(@Matter),
0,
0,
GETDATE(),
LEFT(RTRIM(@User), 10),
''RESERVE: '' + RTRIM(@Comment),
0.00,
0.00,
0.00,
'''',
0,
0,
GETDATE(),
'''',
0.00,
0.00,
'''',
0.00,
0.00,
0.00,
0.00,
0.00,
'''',
0,
0,
'''',
0.00,
0,
0)
IF EXISTS
(SELECT TOP 1 1
FROM [dbo].[matters] MAT
WHERE MAT.[CODE] = @Matter )
BEGIN
UPDATE MAT
SET MAT.[CLIENTMIN] = @Reserve
FROM [dbo].[matters] MAT
WHERE MAT.[CODE] = @Matter
END
SET @Result = 1'
END
ELSE
BEGIN
SET @NCOMMAND = '
DECLARE @YEAR INT
DECLARE @PERIOD INT
SELECT @YEAR = CASE WHEN NUM.[Code] = ''CurYear''
THEN ISNULL(NUM.[NumValue], 0)
ELSE @YEAR END,
@PERIOD = CASE WHEN NUM.[Code] = ''CurPeriod''
THEN ISNULL(NUM.[NumValue], 0)
ELSE @PERIOD END
FROM [dbo].[CtrlNum] AS NUM
WHERE NUM.[Code] IN (''CurYear'', ''CurPeriod'')
INSERT INTO [dbo].[Transactions] (
[BatchNo],
[XnType],
[RecType],
[LineType],
[Destination],
[TypeCode],
[ChequeStatus],
[NominalCode],
[TransferCosts],
[TransferFrom],
[Branch],
[PostRef],
[ParentRef],
[TransRef],
[TransDate],
[ClearType],
[ClearDate],
[WriteDownDate],
[Team],
[FeeEarner],
[MatterCode],
[Supplier],
[Narrative],
[EntryCurrency],
[TransTotal],
[DrCr],
[NominalValue],
[CurrencyNominal],
[DebtorsValue],
[DebtorsValueOS],
[CurrencyDebtors],
[CurrDebtorsOS],
[OutlayValue],
[CurrencyOutlay],
[OutlayCode],
[OpenInvoice],
[OutlayBill],
[ClientCurrent],
[CurrencyCurent],
[ClientDeposit],
[CurrencyDeposit],
[SupplierValue],
[SupplierValueOS],
[PostingPeriod],
[PostingYear],
[Payee],
[NVNetValue],
[CurrencyNVNet],
[VNetValue],
[CurrencyVNet],
[VATValue],
[CurrencyVAT],
[VATRate],
[FeesBilled],
[FeesOS],
[CurrFees],
[CurrFeesOS],
[VATonFees],
[VATonFeesOS],
[CurrVATonFees],
[CurrVATFeesOS],
[OutlayNV],
[OutlayNVOS],
[CurrNVOutlay],
[CurrNVOlayOS],
[OutlayV],
[OutlayVOS],
[CurrVOlay],
[CurrVOlayOS],
[VATonOutlay],
[VATOutlayOS],
[CurrVATonOlay],
[CurrVATOlayOS],
[MiscBilled],
[MiscOS],
[CurrMiscBilled],
[CurrMiscOS],
[VATonMisc],
[VATMiscOS],
[CurrVATonMisc],
[CurrVATMiscOS],
[VATBilled],
[CurrVATBill],
[ThirdParty],
[EntryDate],
[UpdateDate],
[EnteredBy],
[UpdateBy],
[Requisition],
[ReceiptNo],
[DraftNo],
[MemXnid],
[Posted],
[Authorised],
[AuthorDate],
[UserBatch],
[CorrectionInd],
[CorrectDate],
[CorrectUser],
[CorrectID],
[Reconciliation],
[Reconciled],
[WriteOffRemainder],
[AllocPending],
[PreBilledOutlays],
[BilledOutlay],
[Seq],
[ReturnPreBilled],
[PreBilledV],
[PreBilledNV],
[OffSetOutlay],
[OtherRef],
[OutlayBilledDate],
[EFTSent],
[EFTDate],
[EFTFileNumber],
[EFTFileName],
[EFTYorN],
[ClientCode],
[PayClient],
[OnceOffPayment],
[CaseAssCode],
[RegisteredPost],
[EFTEmailYorN])
SELECT 0, /* BatchNo */
''C'', /* XnType */
''H'', /* RecType */
''X'', /* LineType */
''T'', /* Destination */
''Comment'', /* TypeCode */
'''', /* ChequeStatus */
'''', /* NominalCode */
'''', /* TransferCosts */
'''', /* TransferFrom */
'''', /* Branch */
0, /* PostRef */
0, /* ParentRef */
LEFT(RTRIM(@User), 10), /* TransRef */
CONVERT(DATETIME, CONVERT(VARCHAR(8), GETDATE(), 112), 112), /* TransDate */
'''', /* ClearType */
NULL, /* ClearDate */
NULL, /* WriteDownDate */
'''', /* Team */
'''', /* FeeEarner */
@Matter, /* MatterCode */
'''', /* Supplier */
''RESERVE: '' + RTRIM(@Comment), /* Narrative */
'''', /* EntryCurrency */
0, /* TransTotal */
0, /* DrCr */
0, /* NominalValue */
0, /* CurrencyNominal */
0, /* DebtorsValue */
0, /* DebtorsValueOS */
0, /* CurrencyDebtors */
0, /* CurrDebtorsOS */
0, /* OutlayValue */
0, /* CurrencyOutlay */
'''', /* OutlayCode */
'''', /* OpenInvoice */
0, /* OutlayBill */
0, /* ClientCurrent */
0, /* CurrencyCurent */
0, /* ClientDeposit */
0, /* CurrencyDeposit */
0, /* SupplierValue */
0, /* SupplierValueOS */
@PERIOD, /* PostingPeriod */
@YEAR, /* PostingYear */
'''', /* Payee */
0, /* NVNetValue */
0, /* CurrencyNVNet */
0, /* VNetValue */
0, /* CurrencyVNet */
0, /* VATValue */
0, /* CurrencyVAT */
'''', /* VATRate */
0, /* FeesBilled */
0, /* FeesOS */
0, /* CurrFees */
0, /* CurrFeesOS */
0, /* VATonFees */
0, /* VATonFeesOS */
0, /* CurrVATonFees */
0, /* CurrVATFeesOS */
0, /* OutlayNV */
0, /* OutlayNVOS */
0, /* CurrNVOutlay */
0, /* CurrNVOlayOS */
0, /* OutlayV */
0, /* OutlayVOS */
0, /* CurrVOlay */
0, /* CurrVOlayOS */
0, /* VATonOutlay */
0, /* VATOutlayOS */
0, /* CurrVATonOlay */
0, /* CurrVATOlayOS */
0, /* MiscBilled */
0, /* MiscOS */
0, /* CurrMiscBilled */
0, /* CurrMiscOS */
0, /* VATonMisc */
0, /* VATMiscOS */
0, /* CurrVATonMisc */
0, /* CurrVATMiscOS */
0, /* VATBilled */
0, /* CurrVATBill */
'''', /* ThirdParty */
CONVERT(DATETIME, CONVERT(VARCHAR(8), GETDATE(), 112), 112), /* EntryDate */
NULL, /* UpdateDate */
'''', /* EnteredBy */
'''', /* UpdateBy */
0, /* Requisition */
0, /* ReceiptNo */
0, /* DraftNo */
0, /* MemXnid */
''Y'', /* Posted */
'''', /* Authorised */
NULL, /* AuthorDate */
0, /* UserBatch */
''L'', /* CorrectionInd */
NULL, /* CorrectDate */
'''', /* CorrectUser */
0, /* CorrectID */
0, /* Reconciliation */
'''', /* Reconciled */
'''', /* WriteOffRemainder */
0, /* AllocPending */
'''', /* PreBilledOutlays */
0, /* BilledOutlay */
0, /* Seq */
'''', /* ReturnPreBilled */
0, /* PreBilledV */
0, /* PreBilledNV */
'''', /* OffSetOutlay */
'''', /* OtherRef */
NULL, /* OutlayBilledDate */
''N'', /* EFTSent */
NULL, /* EFTDate */
0, /* EFTFileNumber */
'''', /* EFTFileName */
''N'', /* EFTYorN */
'''', /* ClientCode */
''N'', /* PayClient */
''N'', /* OnceOffPayment */
'''', /* CaseAssCode */
0, /* RegisteredPost */
''N'' /* EFTEmailYorN */
IF EXISTS (SELECT TOP 1 1
FROM [dbo].[matters] AS MAT
WHERE MAT.[Code] = @Matter)
BEGIN
UPDATE MAT
SET MAT.[CLIENTMIN] = @Reserve
FROM [dbo].[matters] AS MAT
WHERE MAT.[Code] = @Matter
END
SET @Result = 1'
END
EXECUTE sp_executesql @NCOMMAND,
N'@Matter VARCHAR(20), @User VARCHAR(10), @Comment VARCHAR(80), @Reserve VARCHAR(15), @Result INT OUTPUT',
@Matter = @Matter,
@User = @User,
@Comment = @Comment,
@Reserve = @Reserve,
@Result = @REsult OUTPUT
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_AddBillNarrative'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_AddBillNarrative]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_AddBillNarrative]
(@Narrative VARCHAR(MAX))
AS
/*******************************************************************************************************
* This sp used to Add bill narrative. *
* *
* Stored Procedure Name : [dbo].[KAAS_AddBillNarrative] *
* Copied from : [dbo].[ky_NETSPAddBillNarrative] *
* *
* Modification History : *
* 2019-11-15 Dheepin Vijith K Created *
*******************************************************************************************************/
BEGIN
DECLARE @SEARCHFIELD VARCHAR(20)
SET @SEARCHFIELD = UPPER(RTRIM(CONVERT(VARCHAR(20), ISNULL(@Narrative, ''))))
IF NOT EXISTS
(SELECT TOP 1 1
FROM [dbo].[BillDescriptions] BD
WHERE RTRIM(ISNULL(CONVERT(VARCHAR(MAX), BD.[BILLDESCRIPTIONS]), '')) = RTRIM(ISNULL(@Narrative, '')))
BEGIN
INSERT
INTO [dbo].[BillDescriptions]
([BILLDESCRIPTIONS],
[SEARCHFIELD])
VALUES(@Narrative,
@SEARCHFIELD)
END
END
GO
IF OBJECT_ID(N'KAAS_AddDocFolderUploadedImage',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_AddDocFolderUploadedImage]
GO
CREATE PROCEDURE
[dbo].[KAAS_AddDocFolderUploadedImage]
(@image VARBINARY(MAX))
AS
/**********************************************************************************
* Stored Procedure Name: KAAS_AddDocFolderUploadedImage
* Copied From : [dbo].[ky_NETSPAddDocFolderUploadedImage]
*
* Add an uploaded document folder image to the database.
*
* Modification History
* 2016-05-12 Pino Carafa Created
* 2022-06-22 Aakif Created KaaS file
**********************************************************************************/
BEGIN
DECLARE @ID INT
INSERT
INTO [dbo].[DocFolderUploadedImages]
([image])
VALUES(@image)
SET @ID = CONVERT(INT, SCOPE_IDENTITY())
SELECT @ID AS [inserted]
RETURN @ID
END
GO
IF OBJECT_ID(N'KAAS_AddMatterLedgerComment', N'P') IS NOT NULL
DROP PROCEDURE KAAS_AddMatterLedgerComment
GO
DECLARE @COMMAND VARCHAR(MAX)
/*******************************************************************************************************
* It is used to add a Matter Ledger Comment. *
* *
* Stored Procedure Name : [dbo].[KAAS_AddMatterLedgerComment] *
* Copied from : [dbo].[ky_NETAddMatterLedgerComment] *
* *
* Modification History : *
* 2019-07-17 Vinodhan K Created *
*******************************************************************************************************/
IF [dbo].[ISSAM4]() = 0
BEGIN
SET @COMMAND = 'CREATE PROCEDURE
[dbo].[KAAS_AddMatterLedgerComment]
(@MATTER VARCHAR(20),
@DATE DATETIME,
@REF VARCHAR(10),
@COMMENT VARCHAR(100))
AS
BEGIN
INSERT
INTO [dbo].[MatterLedger]
([MATTER],
[BATCHNO],
[PREF],
[DATE],
[REF],
[NARR],
[VALUED],
[VALUEO],
[VALUEC],
[FEE],
[PER],
[YEAR],
[ENTRYDATE],
[CLIENT],
[VALUECC],
[VALUECD],
[DEPOSITTYPE],
[CURVALUED],
[CURVALUEO],
[CURVALUEC],
[CURVALUECC],
[CURVALUECD],
[BILLED],
[BILLINGYEAR],
[BILLINGPERIOD],
[BILLINGDATE],
[BilledOutlayValue],
[InvoiceNo],
[IncludeInBill])
VALUES(@MATTER,
0,
0,
@DATE,
@REF,
@COMMENT,
0,
0,
0,
0,
0,
0,
NULL,
SUBSTRING(@MATTER,
0,
CHARINDEX(''/'',
@MATTER)),
0,
0,
'''',
0,
0,
0,
0,
0,
'''',
NULL,
NULL,
NULL,
0,
0,
NULL)
SELECT SCOPE_IDENTITY()
END'
EXEC (@COMMAND)
END
ELSE
BEGIN
SET @COMMAND = '
CREATE PROCEDURE [dbo].[KAAS_AddMatterLedgerComment] (
@MATTER VARCHAR(20),
@DATE DATETIME,
@REF VARCHAR(10),
@COMMENT VARCHAR(100))
AS
/*******************************************************************************************************
* It is used to add a Matter Ledger Comment(SAM4 version). *
* *
* Stored Procedure Name : [dbo].[KAAS_AddMatterLedgerComment] *
* Copied from : [dbo].[ky_NETAddMatterLedgerComment] *
* *
* Modification History : *
* 2019-07-17 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
DECLARE @YEAR INT
DECLARE @PERIOD INT
SELECT @YEAR = CASE WHEN NUM.[Code] = ''CurYear''
THEN ISNULL(NUM.[NumValue], 0)
ELSE @YEAR END,
@PERIOD = CASE WHEN NUM.[Code] = ''CurPeriod''
THEN ISNULL(NUM.[NumValue], 0)
ELSE @PERIOD END
FROM [dbo].[CtrlNum] AS NUM
WHERE NUM.[Code] IN (''CurYear'', ''CurPeriod'')
INSERT INTO [dbo].[Transactions] (
[BatchNo],
[XnType],
[RecType],
[LineType],
[Destination],
[TypeCode],
[ChequeStatus],
[NominalCode],
[TransferCosts],
[TransferFrom],
[Branch],
[PostRef],
[ParentRef],
[TransRef],
[TransDate],
[ClearType],
[ClearDate],
[WriteDownDate],
[Team],
[FeeEarner],
[MatterCode],
[Supplier],
[Narrative],
[EntryCurrency],
[TransTotal],
[DrCr],
[NominalValue],
[CurrencyNominal],
[DebtorsValue],
[DebtorsValueOS],
[CurrencyDebtors],
[CurrDebtorsOS],
[OutlayValue],
[CurrencyOutlay],
[OutlayCode],
[OpenInvoice],
[OutlayBill],
[ClientCurrent],
[CurrencyCurent],
[ClientDeposit],
[CurrencyDeposit],
[SupplierValue],
[SupplierValueOS],
[PostingPeriod],
[PostingYear],
[Payee],
[NVNetValue],
[CurrencyNVNet],
[VNetValue],
[CurrencyVNet],
[VATValue],
[CurrencyVAT],
[VATRate],
[FeesBilled],
[FeesOS],
[CurrFees],
[CurrFeesOS],
[VATonFees],
[VATonFeesOS],
[CurrVATonFees],
[CurrVATFeesOS],
[OutlayNV],
[OutlayNVOS],
[CurrNVOutlay],
[CurrNVOlayOS],
[OutlayV],
[OutlayVOS],
[CurrVOlay],
[CurrVOlayOS],
[VATonOutlay],
[VATOutlayOS],
[CurrVATonOlay],
[CurrVATOlayOS],
[MiscBilled],
[MiscOS],
[CurrMiscBilled],
[CurrMiscOS],
[VATonMisc],
[VATMiscOS],
[CurrVATonMisc],
[CurrVATMiscOS],
[VATBilled],
[CurrVATBill],
[ThirdParty],
[EntryDate],
[UpdateDate],
[EnteredBy],
[UpdateBy],
[Requisition],
[ReceiptNo],
[DraftNo],
[MemXnid],
[Posted],
[Authorised],
[AuthorDate],
[UserBatch],
[CorrectionInd],
[CorrectDate],
[CorrectUser],
[CorrectID],
[Reconciliation],
[Reconciled],
[WriteOffRemainder],
[AllocPending],
[PreBilledOutlays],
[BilledOutlay],
[Seq],
[ReturnPreBilled],
[PreBilledV],
[PreBilledNV],
[OffSetOutlay],
[OtherRef],
[OutlayBilledDate],
[EFTSent],
[EFTDate],
[EFTFileNumber],
[EFTFileName],
[EFTYorN],
[ClientCode],
[PayClient],
[OnceOffPayment],
[CaseAssCode],
[RegisteredPost],
[EFTEmailYorN])
SELECT 0, /* BatchNo */
''C'', /* XnType */
''H'', /* RecType */
''X'', /* LineType */
''T'', /* Destination */
''Comment'', /* TypeCode */
'''', /* ChequeStatus */
'''', /* NominalCode */
'''', /* TransferCosts */
'''', /* TransferFrom */
'''', /* Branch */
0, /* PostRef */
0, /* ParentRef */
@REF, /* TransRef */
@DATE, /* TransDate */
'''', /* ClearType */
NULL, /* ClearDate */
NULL, /* WriteDownDate */
'''', /* Team */
'''', /* FeeEarner */
@MATTER, /* MatterCode */
'''', /* Supplier */
@COMMENT, /* Narrative */
'''', /* EntryCurrency */
0, /* TransTotal */
0, /* DrCr */
0, /* NominalValue */
0, /* CurrencyNominal */
0, /* DebtorsValue */
0, /* DebtorsValueOS */
0, /* CurrencyDebtors */
0, /* CurrDebtorsOS */
0, /* OutlayValue */
0, /* CurrencyOutlay */
'''', /* OutlayCode */
'''', /* OpenInvoice */
0, /* OutlayBill */
0, /* ClientCurrent */
0, /* CurrencyCurent */
0, /* ClientDeposit */
0, /* CurrencyDeposit */
0, /* SupplierValue */
0, /* SupplierValueOS */
@PERIOD, /* PostingPeriod */
@YEAR, /* PostingYear */
'''', /* Payee */
0, /* NVNetValue */
0, /* CurrencyNVNet */
0, /* VNetValue */
0, /* CurrencyVNet */
0, /* VATValue */
0, /* CurrencyVAT */
'''', /* VATRate */
0, /* FeesBilled */
0, /* FeesOS */
0, /* CurrFees */
0, /* CurrFeesOS */
0, /* VATonFees */
0, /* VATonFeesOS */
0, /* CurrVATonFees */
0, /* CurrVATFeesOS */
0, /* OutlayNV */
0, /* OutlayNVOS */
0, /* CurrNVOutlay */
0, /* CurrNVOlayOS */
0, /* OutlayV */
0, /* OutlayVOS */
0, /* CurrVOlay */
0, /* CurrVOlayOS */
0, /* VATonOutlay */
0, /* VATOutlayOS */
0, /* CurrVATonOlay */
0, /* CurrVATOlayOS */
0, /* MiscBilled */
0, /* MiscOS */
0, /* CurrMiscBilled */
0, /* CurrMiscOS */
0, /* VATonMisc */
0, /* VATMiscOS */
0, /* CurrVATonMisc */
0, /* CurrVATMiscOS */
0, /* VATBilled */
0, /* CurrVATBill */
'''', /* ThirdParty */
NULL, /* EntryDate */
NULL, /* UpdateDate */
'''', /* EnteredBy */
'''', /* UpdateBy */
0, /* Requisition */
0, /* ReceiptNo */
0, /* DraftNo */
0, /* MemXnid */
''Y'', /* Posted */
'''', /* Authorised */
NULL, /* AuthorDate */
0, /* UserBatch */
''L'', /* CorrectionInd */
NULL, /* CorrectDate */
'''', /* CorrectUser */
0, /* CorrectID */
0, /* Reconciliation */
'''', /* Reconciled */
'''', /* WriteOffRemainder */
0, /* AllocPending */
'''', /* PreBilledOutlays */
0, /* BilledOutlay */
0, /* Seq */
'''', /* ReturnPreBilled */
0, /* PreBilledV */
0, /* PreBilledNV */
'''', /* OffSetOutlay */
'''', /* OtherRef */
NULL, /* OutlayBilledDate */
''N'', /* EFTSent */
NULL, /* EFTDate */
0, /* EFTFileNumber */
'''', /* EFTFileName */
''N'', /* EFTYorN */
'''', /* ClientCode */
''N'', /* PayClient */
''N'', /* OnceOffPayment */
'''', /* CaseAssCode */
0, /* RegisteredPost */
''N'' /* EFTEmailYorN */
SELECT SCOPE_IDENTITY()
END'
EXEC (@COMMAND)
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_AddNewCaseType'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_AddNewCaseType]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_AddNewCaseType]
(@WKTYPE VARCHAR(5),
@WKCODE VARCHAR(4),
@WKDESC VARCHAR(40),
@WKACTION VARCHAR(15),
@WKACCSRN VARCHAR(1),
@WKSRNLIT VARCHAR(1),
@WKSRNCON VARCHAR(1),
@WKSRNPRB VARCHAR(1),
@WKSRNDRC VARCHAR(1),
@WKSRNGEN VARCHAR(1),
@WKPATH VARCHAR(200),
@Dept VARCHAR(5),
@SourceMatter VARCHAR(20),
@Operation VARCHAR(1),
@Retired VARCHAR(1)
)
AS
/*******************************************************************************************************
* This procedure is used to Add Action Type . *
* *
* Stored Procedure Name : [dbo].[KAAS_AddNewCaseType] *
* Copied from : [dbo].[ky_NETAddNewCaseType] *
* *
* Modification History : *
* 2023-06-09 Nithyanandham M Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
IF(@Operation='I')
BEGIN
IF EXISTS (SELECT 1 FROM Templates WHERE RTRIM(WKCODE)=@WKCODE)
BEGIN
SELECT 'This Case type already exists.'
END
ELSE
BEGIN
INSERT INTO
Templates
( WKTYPE, WKCODE, WKDESC, WKACTION, WKACCSRN, WKSRNLIT, WKSRNCON, WKSRNPRB, WKSRNDRC, WKSRNGEN, WKPATH, Dept, SourceMatter,Retired)
VALUES
( @WKTYPE, @WKCODE, @WKDESC, @WKACTION, @WKACCSRN, @WKSRNLIT, @WKSRNCON, @WKSRNPRB, @WKSRNDRC, @WKSRNGEN, @WKPATH, ISNULL(@Dept,''), @SourceMatter,@Retired)
SELECT 'True'
END
END
ELSE
BEGIN
UPDATE
Templates
SET
--WKTYPE = @WKTYPE,
WKDESC = @WKDESC,
--WKACTION = @WKACTION,
WKACCSRN = @WKACCSRN,
WKSRNLIT = @WKSRNLIT,
WKSRNCON = @WKSRNCON,
WKSRNPRB = @WKSRNPRB,
WKSRNDRC = @WKSRNDRC,
WKSRNGEN = @WKSRNGEN,
WKPATH = @WKPATH,
Dept = ISNULL(@Dept,''),
Retired = @Retired
--SourceMatter = @SourceMatter
WHERE
RTRIM(WKCODE)=@WKCODE
SELECT 'True'
END
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_AdvancedSearchFields'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_AdvancedSearchFields]
END
GO
CREATE PROCEDURE KAAS_AdvancedSearchFields
AS
/*******************************************************************************************************
* Fetches the Fee Earner, Department, Work Type. *
* *
* Stored Procedure Name : [dbo].[KAAS_AdvancedSearchFields] *
* *
* Modification History : *
* 2019-06-12 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
--Fee Earner
SELECT '' AS [Code],
'' AS [Description],
'' AS [Team]
UNION
select RTRIM(ISNULL(FEC.[Code], '')) AS [Code],
RTRIM(ISNULL(FEC.[Name], '')) AS [Description],
ISNULL((SELECT RTRIM(ISNULL(Name, '')) FROM Handlers WHERE CODE=Tea.[TEAM] and ISNULL([TEAMCODE], 'N')='Y'),'') AS [Team]
from [dbo].FeeEarnerCodes FEC
LEFT OUTER JOIN [dbo].[Handlers] TEA
ON TEA.[CODE] = FEC.[CODE]
WHERE
RTRIM(ISNULL(FEC.[CODE], '')) <> ''
AND
ISNULL(FEC.Retired,'N') <>'Y'
--Department
SELECT '' AS [Code],
'' AS [Department]
UNION
select RTRIM(ISNULL(DPT.[CODE], '')) AS [Code],
RTRIM(ISNULL(DPT.[DESC], '')) AS [Department]
from [dbo].[Departments] DPT
where ISNULL(DPT.[RETIRED], '') <> 'Y'
--Work Type
SELECT '' AS [Code],
'' AS [WorkTypes]
UNION
select RTRIM(ISNULL(WKT.[CODE], '')) AS [Code],
RTRIM(ISNULL(WKT.[DESC], '')) AS [WorkTypes]
from [dbo].[WorkTypes] WKT
where ISNULL(WKT.[RETIRED], '') <> 'Y'
END
GO
IF EXISTS (SELECT TOP 1 1
FROM [sys].[objects] AS [SO]
WHERE [SO].[name] = N'KAAS_AllMyBills'
AND [SO].[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_AllMyBills]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_AllMyBills]
(@HANDLER VARCHAR(10),
@SearchText VARCHAR(4000) = '',
@PageNumber INT = NULL,
@PageSize INT = NULL,
@SortColumn VARCHAR(25) = NULL,
@SortDirection VARCHAR(4) = NULL,
@ColumnNames VARCHAR(80) = '',
@FilterValues VARCHAR(4000) = '')
AS
/****************************************************************************************************************
* *
* List all bills for a handler (including released ones) *
* SP suitable for both SAM4 and SAM3 *
* 2014-12-01 PINO Added new DefaultBillLayoutReportID column *
* 2015-01-09 PINO Error in code for SAM4 - missing "CASE WHEN" *
* 2015-06-29 PINO Add check on FECode for SAM4 *
* REWRITE *
* Include option to list for ALL handlers (pass in '') *
* 2015-06-30 PINO Add FECode in output *
* 2015-09-14 PINO Handle 8 character USER values that came from Old Desktop *
* 2016-01-21 PINO Added BG Control ID *
* 2017-10-26 PINO Added [MATTER] to Cross Apply in SAM3 to ensure the query *
* uses the correct Index *
* 2019-11-07 Rajesh copied from ky_NETSPAllMyBills *
* 2019-11-07 Rajesh Added Searching, Sorting and Pagination *
* 2019-11-22 Rajesh Splited Address , Addressee field in select query actually to store matter name *
* 2020-02-05 Vinodhan KEYSAAS-1512 Modified @SearchText search functionlaity as it was not performing *
* 2020-02-20 Vinodhan Added custom filter options for Released and BillNo. columns *
* 2020-02-21 Vinodhan Checked the NULL for @SortColumn and @SortDirection parameters *
* 2020-06-19 Aakif Fix for search functionality not working on all columns (KEYSAAS-2132) *
* 2022-03-22 Aakif Fix for SQL injection; Introduced strict type check and length restriction *
* 2022-07-12 Revathy Added custom filter options for Draft no, open invoice, type, FE code and *
* mattercode columns *
* 2024-03-15 John Ginnane Refactored and changed output *
****************************************************************************************************************/
BEGIN
-- adding
DECLARE @COMMAND 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
-- Make sure the column exists in the target database
SET @COMMAND = '
IF ISNULL(@SortColumn, '''') NOT IN (SELECT [C].[COLUMN_NAME]
FROM [INFORMATION_SCHEMA].[COLUMNS] AS [C]
WHERE [C].[TABLE_NAME] = ''||TABLE||'')
BEGIN
SET @SortColumn = ''BILLDATE''
END'
IF [dbo].[ISSAM4]() = 1
BEGIN
SET @COMMAND = REPLACE(@COMMAND, '||TABLE||', 'Billhead')
END
ELSE
BEGIN
SET @COMMAND = REPLACE(@COMMAND, '||TABLE||', 'BillHeader')
END
EXEC sp_executesql @COMMAND, N'@SortColumn VARCHAR(25) OUTPUT', @SortColumn = @SortColumn OUTPUT
IF ISNULL(@SortDirection, '') NOT IN ('ASC', 'DESC')
BEGIN
SET @SortDirection = 'DESC'
END
IF ISNULL(LTRIM(RTRIM(@SearchText)), '') <> ''
BEGIN
SET @SortColumn = 'RowNumber'
SET @SortDirection = 'ASC'
END
DECLARE @ALL VARCHAR(100)
IF @HANDLER ='ALL'
BEGIN
SET @HANDLER = ''
END
DECLARE @LOGON VARCHAR(10)
SET @HANDLER = ISNULL(LTRIM(RTRIM(@HANDLER)), '')
SELECT @LOGON = ISNULL(LTRIM(RTRIM([HAN].[LOGON])), '')
FROM [dbo].[Handlers] AS [HAN]
WHERE [HAN].[CODE] = @HANDLER
IF [dbo].[ISSAM4]() = 1
BEGIN
SET @COMMAND = N'
DECLARE @IDs TABLE ([ID] INT)
IF @HANDLER = ''''
BEGIN
INSERT INTO @IDs ([ID])
SELECT [BIH].[BillingID]
FROM [dbo].[Billhead] AS [BIH]
WHERE ISNULL(LTRIM(RTRIM([BIH].[MatterCode])), '''') <> ''''
END
ELSE
BEGIN
INSERT INTO @IDs ([ID])
SELECT [BIH].[BillingID]
FROM [dbo].[Billhead] AS [BIH]
WHERE [BIH].[FeCode] = @HANDLER
AND ISNULL(LTRIM(RTRIM([BIH].[MatterCode])), '''') <> ''''
INSERT INTO @IDs ([ID])
SELECT [BIH].[BillingID]
FROM [dbo].[Billhead] AS [BIH]
WHERE [BIH].[CreateBy] = @HANDLER
AND [BIH].[FeCode] <> @HANDLER
AND ISNULL(LTRIM(RTRIM([BIH].[MatterCode])), '''') <> ''''
IF @LOGON <> ''''
BEGIN
INSERT INTO @IDs ([ID])
SELECT [BIH].[BillingID]
FROM [dbo].[Billhead] AS [BIH]
WHERE [BIH].[CreateBy] = @LOGON
AND [BIH].[CreateBy] <> @HANDLER
AND [BIH].[FeCode] <> @HANDLER
AND ISNULL(LTRIM(RTRIM([BIH].[MatterCode])), '''') <> ''''
END
END
SELECT IDENTITY(INT, 1,1) AS [RowNumber],
*
INTO #MyinvoiceTable
FROM (SELECT *
FROM (SELECT ISNULL(LTRIM(RTRIM([BIH].[MatterCode])), '''') AS [MatterCode],
ISNULL([BIH].[BillingID], 0) AS [DraftNo],
[BIH].[BillDate] AS [BillDate],
LTRIM(RTRIM(COALESCE([HAN].[CODE], [HAN2].[CODE], [HAN3].[CODE], ''ADM''))) AS [User],
ISNULL(LTRIM(RTRIM([BIH].[Addressee])), '''') AS [Addressee],
ISNULL(LTRIM(RTRIM([BIH].[INVCR])), '''') AS [Type],
CONVERT(INT, ISNULL([BIH].[InvoiceNo], 0)) AS [InvoiceNo],
'''' AS [OurRef],
'''' AS [YourRef],
ISNULL([BID].[Net], 0) + ISNULL([BID].[VAT], 0) AS [Total],
ISNULL([BID].[Fees], 0) AS [TotalFees],
ISNULL([BID].[Outlay], 0) AS [TotalOutlay],
ISNULL([BID].[VAT], 0) AS [TotalVAT],
CASE WHEN ISNULL([BIH].[BillStatus], '''') = ''Released'' THEN 1 ELSE 0 END AS [Released],
ISNULL(LTRIM(RTRIM([BIH].[Message])), '''') AS [ReturnReason],
CASE WHEN ISNULL(LTRIM(RTRIM([BIH].[TransferToPay])), '''') = ''Y'' THEN 1 ELSE 0 END AS [Transfer],
[BIH].[TimeWriteDownDate] AS [WriteDownDate],
CASE WHEN ISNULL(LTRIM(RTRIM([BIH].[OPENINVOICE])), '''') = ''Y'' THEN 1 ELSE 0 END AS [OpenInvoice],
ISNULL([BIH].[CreditInvoiceNo], 0) AS [CreditInvoiceNo],
0 AS [BillSent],
[BIH].[DefaultBillLayoutReportID] AS [DefaultBillLayoutReportID],
ISNULL([BIH].[FeCode], '''') AS [FECode],
ISNULL(LTRIM(RTRIM([BIH].[BillDescription])), '''') AS [Description],
ISNULL(LTRIM(RTRIM([BIH].[Address])), '''') AS [Address],
0 AS [Proforma],
LTRIM(RTRIM(COALESCE([HAN].[CODE], [HAN2].[CODE], [HAN3].[CODE], ''ADM''))) AS [RequestedCode],
LTRIM(RTRIM(COALESCE([HAN].[NAME], [HAN2].[NAME], [HAN3].[NAME], ''Admin''))) AS [RequestedBy]'
SET @COMMAND = @COMMAND + '
FROM @IDs IDS
INNER JOIN [dbo].[BillHead] AS [BIH]
ON [BIH].[BillingID] = IDS.[ID]
CROSS APPLY (SELECT CONVERT(DECIMAL(19, 2), SUM([BID].[NetValue]) AS [Net],
CONVERT(DECIMAL(19, 2), SUM([BID].[VatValue]) AS [VAT],
CONVERT(DECIMAL(19, 2), SUM(CASE WHEN [BID].[RecordType] IN (''F'', ''M'') THEN [BID].[NetValue] ELSE 0 END)) AS [Fees],
CONVERT(DECIMAL(19, 2), SUM(CASE WHEN [BID].[RecordType] = ''O'' THEN [BID].[NetValue] ELSE 0 END)) AS [Outlay]
FROM [dbo].[BillDetail] AS [BID]
WHERE [BID].[BillID] = [BIH].[BillingID]) AS [BID]
LEFT OUTER JOIN [dbo].[Handlers] AS [HAN]
ON [HAN].[CODE] = [BIH].[CreateBy]
LEFT OUTER JOIN [dbo].[Handlers] AS [HAN2]
ON [HAN2].[LOGON] = [BIH].[CreateBy]
LEFT OUTER JOIN [dbo].[Handlers] AS [HAN3]
ON SUBSTRING([HAN3].[LOGON], 1, 8) = [BIH].[CreateBy]) V
ORDER BY V.[BILLDATE] DESC
OFFSET 0 ROWS) AS #MyinvoiceTable'
IF ISNULL(LTRIM(RTRIM(@SearchText)), '') <> ''
BEGIN
SET @COMMAND = @COMMAND + '
WHERE ([MatterCode] LIKE ''%' + @SearchText + '%''
OR [BillDate] LIKE ''%' + @SearchText + '%''
OR [Addressee] LIKE ''%' + @SearchText + '%''
OR [Address] LIKE ''%' + @SearchText + '%''
OR [Type] LIKE ''%' + @SearchText + '%''
OR [Total] LIKE ''%' + @SearchText + '%''
OR [DRAFTNO] LIKE ''%' + @SearchText + '%''
OR [INVOICENO] LIKE ''%' + @SearchText + '%''
OR [OpenInvoice] LIKE ''%' + @SearchText + '%''
OR [Description] LIKE ''%' + @SearchText + '%''
OR [Released] LIKE ''%' + @SearchText + '%'' '
END
IF ISNULL(RTRIM(LTRIM(@SortColumn)), '') <> ''
BEGIN
SET @COMMAND = @COMMAND + '
ORDER BY '+ @SortColumn + ' ' + @SortDirection
END
SET @COMMAND = @COMMAND + '
SELECT *
FROM #MyinvoiceTable res
WHERE @StartRow IS NULL
OR [RowNumber] BETWEEN @StartRow AND @EndRow'
SET @COMMAND = @COMMAND + '
SELECT COUNT([RowNumber]) AS [TotalRecords]
FROM #MyinvoiceTable'
END
ELSE
BEGIN
SET @COMMAND = N'
DECLARE @ReleasedFilterCount INT = 0
DECLARE @BillNoFilterCount INT = 0
DECLARE @DraftNoFilterCount INT = 0
DECLARE @OpenInvoiceFilterCount INT = 0
DECLARE @TypeFilterCount INT = 0
DECLARE @BillValue VARCHAR(10)
DECLARE @DraftValue VARCHAR(10)
DECLARE @FeCodeFilterCount INT = 0
DECLARE @MatterCodeFilterCount INT = 0
IF @ColumnNames <> ''''
BEGIN
DECLARE @CustomFilter TABLE (
[Released] VARCHAR(2000),
[BillNo] VARCHAR(2000),
[DraftNo] VARCHAR(2000),
[OpenInvoice] VARCHAR(2000),
[Type] VARCHAR(2000),
[FeCode] VARCHAR(2000),
[MatterCode] VARCHAR(2000))
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(80)
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 = ''Released''
BEGIN
INSERT INTO @CustomFilter ([Released]) VALUES (@FilterValue)
END
ELSE IF @ColumnName = ''BillNo''
BEGIN
INSERT INTO @CustomFilter ([BillNo]) VALUES (@FilterValue)
END
ELSE IF @ColumnName = ''DraftNo''
BEGIN
INSERT INTO @CustomFilter ([DraftNo]) VALUES (@FilterValue)
END
ELSE IF @ColumnName = ''OpenInvoice''
BEGIN
INSERT INTO @CustomFilter ([OpenInvoice]) VALUES (@FilterValue)
END
ELSE IF @ColumnName = ''Type''
BEGIN
INSERT INTO @CustomFilter ([Type]) VALUES (@FilterValue)
END
ELSE IF @ColumnName = ''FeCode''
BEGIN
INSERT INTO @CustomFilter ([FeCode]) VALUES (@FilterValue)
END
ELSE IF @ColumnName = ''MatterCode''
BEGIN
INSERT INTO @CustomFilter ([MatterCode]) VALUES (@FilterValue)
END
SET @lptcnt = @lptcnt + 1
END
SET @ReleasedFilterCount = (SELECT COUNT(1) FROM @CustomFilter WHERE ISNULL([Released], '''') <> '''')
SET @BillNoFilterCount = (SELECT COUNT(1) FROM @CustomFilter WHERE ISNULL([BillNo], '''') <> '''')
SET @DraftNoFilterCount = (SELECT COUNT(1) FROM @CustomFilter WHERE ISNULL([DraftNo], '''') <> '''')
SET @OpenInvoiceFilterCount = (SELECT COUNT(1) FROM @CustomFilter WHERE ISNULL([OpenInvoice], '''') <> '''')
SET @TypeFilterCount = (SELECT COUNT(1) FROM @CustomFilter WHERE ISNULL([Type], '''') <> '''')
SET @FeCodeFilterCount = (SELECT COUNT(1) FROM @CustomFilter WHERE ISNULL([FeCode], '''') <> '''')
SET @MatterCodeFilterCount = (SELECT COUNT(1) FROM @CustomFilter WHERE ISNULL([MatterCode], '''') <> '''')
IF @DraftNoFilterCount = 0
BEGIN
SET @DraftValue = 0
END
ELSE
BEGIN
SET @DraftValue = REPLACE((SELECT [DraftNo]
FROM @CustomFilter
WHERE ISNULL([DraftNo], '''') <> ''''),'','','''')
END
IF @BillNoFilterCount IN (0, 2)
BEGIN
SET @BillNoFilterCount = 0
END
ELSE IF @BillNoFilterCount = 1
BEGIN
SET @BillValue = REPLACE((SELECT [BillNo]
FROM @CustomFilter
WHERE ISNULL([BillNo], '''') <> ''''),'','','''')
END
END
DECLARE @IDs TABLE ([ID] INT)
IF @HANDLER = ''''
BEGIN
INSERT INTO @IDs ([ID])
SELECT [BIH].[DRAFTNO]
FROM [dbo].[BillHeader] AS [BIH]
WHERE RTRIM(ISNULL([BIH].[MATTER], '''')) <> ''''
END
ELSE
BEGIN
INSERT INTO @IDs ([ID])
SELECT [BIH].[DRAFTNO]
FROM [dbo].[BillHeader] AS [BIH]
WHERE [BIH].[FeCode] = @HANDLER
AND RTRIM(ISNULL([BIH].[MATTER], '''')) <> ''''
INSERT INTO @IDs ([ID])
SELECT [BIH].[DRAFTNO]
FROM [dbo].[BillHeader] AS [BIH]
WHERE [BIH].[USER] = @HANDLER
AND [BIH].[FeCode] <> @HANDLER
AND RTRIM(ISNULL([BIH].[MATTER], '''')) <> ''''
IF @LOGON <> ''''
BEGIN
INSERT INTO @IDs ([ID])
SELECT [BIH].[DRAFTNO]
FROM [dbo].[BillHeader] AS [BIH]
WHERE [BIH].[USER] = @LOGON
AND [BIH].[USER] <> @HANDLER
AND [BIH].[FeCode] <> @HANDLER
AND RTRIM(ISNULL([BIH].[MATTER], '''')) <> ''''
END
END'
SET @COMMAND = @COMMAND + '
SELECT IDENTITY(INT, 1, 1) AS [RowNumber],
*
INTO #MyinvoiceTable
FROM (SELECT *
FROM (SELECT ISNULL(LTRIM(RTRIM([BIH].[MATTER])), '''') AS [MatterCode],
ISNULL([BIH].[DRAFTNO], 0) AS [DraftNo],
[BIH].[Date] AS [BillDate],
LTRIM(RTRIM(COALESCE([HAN].[CODE], [HAN2].[CODE], [HAN3].[CODE], ''ADM''))) AS [User],
--LEFT(ISNULL(RTRIM([BIH].[ADDRESSEE]), ''''),
-- CHARINDEX(CHAR(13) + CHAR(10), ISNULL(RTRIM([BIH].[ADDRESSEE]), ''''))) AS [Addressee],
ISNULL(LTRIM(RTRIM([BIH].[ADDRESSEE])), '''') AS [Addressee],
ISNULL(LTRIM(RTRIM([BIH].[INVCR])), '''') AS [Type],
ISNULL([BIH].[BILLNO], 0) AS [InvoiceNo],
ISNULL(LTRIM(RTRIM([BIH].[OURREF])), '''') AS [OurRef],
ISNULL(LTRIM(RTRIM([BIH].[YOURREF])), '''') AS [YourRef],
ISNULL([BID].[Net], 0) + ISNULL([BID].[VAT], 0) AS [Total],
ISNULL([BID].[Fees], 0) AS [TotalFees],
ISNULL([BID].[Outlay], 0) AS [TotalOutlay],
ISNULL([BID].[VAT], 0) AS [TotalVAT],
CASE WHEN ISNULL(LTRIM(RTRIM([BIH].[RELEASED])), '''') = ''Y'' THEN 1 ELSE 0 END AS [Released],
ISNULL(LTRIM(RTRIM([BIH].[RETURNREASON])), '''') AS [ReturnReason],
CASE WHEN ISNULL(LTRIM(RTRIM([BIH].[TRANSFER])), '''') = ''Y'' THEN 1 ELSE 0 END AS [Transfer],
[BIH].[WRITEDOWN] AS [WriteDownDate],
CASE WHEN ISNULL(LTRIM(RTRIM([BIH].[OPENINVOICE])), '''') = ''Y'' THEN 1 ELSE 0 END AS [OpenInvoice],
ISNULL([BIH].[CreditInvoiceNo], 0) AS [CreditInvoiceNo],
CASE WHEN ISNULL(LTRIM(RTRIM([BIH].[BillSent])), '''') = ''Y'' THEN 1 ELSE 0 END AS [BillSent],
[BIH].[DefaultBillLayoutReportID] AS [DefaultBillLayoutReportID],
ISNULL([BIH].[FeCode], '''') AS [FECode],
RTRIM(ISNULL([BIH].[MATTERDESCRIPTION], '''')) AS [Description],
0 AS [Proforma],
LTRIM(RTRIM(COALESCE([HAN].[CODE], [HAN2].[CODE], [HAN3].[CODE], ''ADM''))) AS [RequestedCode],
LTRIM(RTRIM(COALESCE([HAN].[NAME], [HAN2].[NAME], [HAN3].[NAME], ''Admin''))) AS [RequestedBy]'
SET @COMMAND = @COMMAND + '
FROM @IDS AS [IDS]
INNER JOIN [dbo].[BillHeader] AS [BIH]
ON [BIH].[DRAFTNO] = [IDS].[ID]
CROSS APPLY (SELECT CONVERT(DECIMAL(19, 2), ISNULL(SUM([BID].[NET]), 0)) AS [Net],
CONVERT(DECIMAL(19, 2), ISNULL(SUM([BID].[VATVALUE]), 0)) AS [VAT],
CONVERT(DECIMAL(19, 2), SUM(CASE WHEN ISNULL([BID].[TYPE], '''') IN (''F'', ''M'') THEN [BID].[NET] ELSE 0 END)) AS [Fees],
CONVERT(DECIMAL(19, 2), SUM(CASE WHEN ISNULL([BID].[TYPE], '''') = ''O'' THEN [BID].[NET] ELSE 0 END)) AS [Outlay]
FROM [dbo].[BillDetails] AS [BID]
WHERE [BID].[MATTER] = [BIH].[MATTER]
AND [BID].[DRAFTNO] = [BIH].[DRAFTNO]) AS [BID]
LEFT OUTER JOIN [dbo].[Handlers] AS [HAN]
ON [HAN].[CODE] = [BIH].[USER]
LEFT OUTER JOIN [dbo].[Handlers] AS [HAN2]
ON [HAN2].[LOGON] = [BIH].[USER]
LEFT OUTER JOIN [dbo].[Handlers] AS [HAN3]
ON SUBSTRING([HAN3].[LOGON], 1, 8) = [BIH].[USER]
LEFT OUTER JOIN [dbo].[BGControl] BGC
ON BGC.[DRAFTNO] = [BIH].[DRAFTNO]) AS [V]
ORDER BY V.[BILLDATE] DESC OFFSET 0 Rows) AS #MyinvoiceTable'
IF ISNULL(LTRIM(RTRIM(@SearchText)), '') <> ''
BEGIN
SET @COMMAND = @COMMAND + '
WHERE ([MatterCode] LIKE ''%' + @SearchText + '%''
OR [BillDate] LIKE ''%' + @SearchText + '%''
OR [Addressee] LIKE ''%' + @SearchText + '%''
OR [Address] LIKE ''%' + @SearchText + '%''
OR [Type] LIKE ''%' + @SearchText + '%''
OR [Total] LIKE ''%' + @SearchText + '%''
OR [Draftno] LIKE ''%' + @SearchText + '%''
OR [InvoiceNo] LIKE ''%' + @SearchText + '%''
OR [OpenInvoice] LIKE ''%' + @SearchText + '%''
OR [Description] LIKE ''%' + @SearchText + '%''
OR [Released] LIKE ''%' + @SearchText + '%'')
AND '
END
ELSE
BEGIN
SET @COMMAND = @COMMAND + '
WHERE '
END
SET @COMMAND = @COMMAND + ' ((@ReleasedFilterCount = 0
OR [Released] 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 [Released] FROM @CustomFilter WHERE [Released] IS NOT NULL and [Released] <>''''),'','','''') + '''' AS XML) AS x) t
CROSS APPLY x.nodes(''/XMLRoot/RowData'')m(n)) FILTERVALUETBLFnl))
AND (@TypeFilterCount = 0
OR [TYPE] 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 [TYPE] FROM @CustomFilter WHERE [TYPE] IS NOT NULL and [TYPE] <>''''),'','','''') + '''' AS XML) AS x) t
CROSS APPLY x.nodes(''/XMLRoot/RowData'')m(n)) FILTERVALUETBLFnl))
AND (@OpenInvoiceFilterCount = 0
OR [OpenInvoice] 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 [OpenInvoice] FROM @CustomFilter WHERE [OpenInvoice] IS NOT NULL and [OpenInvoice] <>''''),'','','''') + '''' AS XML) AS x) t
CROSS APPLY x.nodes(''/XMLRoot/RowData'')m(n)) FILTERVALUETBLFnl))
AND (@FeCodeFilterCount = 0
OR [FeCode] 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 [FeCode] FROM @CustomFilter WHERE [FeCode] IS NOT NULL and [FeCode] <>''''),'','','''') + '''' AS XML) AS x) t
CROSS APPLY x.nodes(''/XMLRoot/RowData'')m(n)) FILTERVALUETBLFnl))
AND (@MatterCodeFilterCount = 0
OR [MatterCode] 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 [MatterCode] FROM @CustomFilter WHERE [MatterCode] IS NOT NULL and [MatterCode] <>''''),'','','''') + '''' AS XML) AS x) t
CROSS APPLY x.nodes(''/XMLRoot/RowData'')m(n)) FILTERVALUETBLFnl))'
SET @COMMAND = @COMMAND + '
AND (@BillNoFilterCount = 0
OR ([INVOICENO] = (CASE WHEN @BillValue = 0 then 0 END)
OR [INVOICENO] > (CASE WHEN @BillValue = 1 then 0 END)))
AND (@DraftNoFilterCount = 0
OR ([DRAFTNO] = (CASE WHEN @DraftValue = 0 then 0 END)
OR [DRAFTNO] > (CASE WHEN @DraftValue = 1 then 0 END))))'
IF ISNULL(@SortColumn, '') <> ''
BEGIN
SET @COMMAND = @COMMAND + '
ORDER BY ' + @SortColumn + ' ' + @SortDirection
END
SET @COMMAND = @COMMAND + '
SELECT *
FROM #MyinvoiceTable AS [res]
WHERE @StartRow IS NULL
OR ([RowNumber] BETWEEN @StartRow AND @EndRow)
SELECT COUNT([RowNumber]) AS [TotalRecords]
FROM #myinvoiceTable'
END
EXEC sp_executesql @COMMAND,
N'@HANDLER VARCHAR(10),
@LOGON VARCHAR(10),
@SearchText VARCHAR(4000),
@StartRow INT,
@EndRow INT,
@SortColumn VARCHAR(50),
@SortDirection VARCHAR(10),
@ColumnNames VARCHAR(80),
@FilterValues VARCHAR(4000)',
@HANDLER = @HANDLER,
@LOGON = @LOGON,
@SearchText = @SearchText,
@StartRow = @StartRow,
@EndRow = @EndRow,
@SortColumn = @SortColumn,
@SortDirection = @SortDirection,
@ColumnNames = @ColumnNames,
@FilterValues = @FilterValues
END
GO
IF [dbo].[ISSAM4]() = 1
BEGIN
EXEC ('
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N''KAAS_AllMyBillsSAM4''
AND SO.[type] = ''P'')
BEGIN
DROP PROCEDURE [dbo].[KAAS_AllMyBillsSAM4]
END')
DECLARE @COMMAND VARCHAR(MAX)
DECLARE @COMMAND1 VARCHAR(MAX)
EXEC ( '
CREATE PROCEDURE
[dbo].[KAAS_AllMyBillsSAM4]
(@HANDLER VARCHAR(10),
@SearchText VARCHAR(4000) = '''',
@PageNumber INT = NULL,
@PageSize INT = NULL,
@SortColumn VARCHAR(25) = NULL,
@SortDirection VARCHAR(4) = NULL,
@ColumnNames VARCHAR(50) = '''',
@FilterValues VARCHAR(4000) = '''')
AS
/********************************************************************************
*
* List all bills for a handler (including released ones)
* SP suitable for both SAM4 and SAM3
* 2014-12-01 PINO - Added new DefaultBillLayoutReportID column
* 2015-01-09 PINO - Error in code for SAM4 - missing "CASE WHEN"
* 2015-06-29 PINO - Add check on FECode for SAM4
* REWRITE
* - Include option to list for ALL handlers (pass in '''')
* 2015-06-30 PINO - Add FECode in output
* 2015-09-14 PINO - Handle 8 character USER values that came from Old Desktop
* 2016-01-21 PINO - Added BG Control ID
* 2017-10-26 PINO - Added [MATTER] to Cross Apply in SAM3 to ensure the query
* uses the correct Index
* 2018-08-22 JOHN - Made this SAM4 specific as the output is different to SAM3
* 2018-09-06 PINO - Avoid Missing Indexes in Execution Plan
* 2019-05-08 PINO - Improve performance by using a smarter way to retrieve Handler information
* 2020-04-02 JOHN - KEYD-6444 - Added Reference to output
* 2019-11-07 Kowshik- copied from ky_NETSPAllMyBillsSAM4
* 2020-05-27 Prabhu - Altered SP as per KeyHouse Web Standard to fetch and Sorting Columns.
* 2020-05-28 Prabhu - Custom Filter Applied.
* 2020-06-05 Prabhu - Proforma will be N by default if it is null in DB.
* 2020-06-11 Prabhu - Proforma Name updated as per receiving name statndard.
* 2021-11-23 Aakif - Removed pagination after devExtreme migration
* 2022-03-22 Aakif - Fix for SQL injection; Introduced strict type check and length restriction
********************************************************************************/
BEGIN
DECLARE @LOGON VARCHAR(10)
DECLARE @HANDLERNAME VARCHAR(30)
SET @HANDLER = RTRIM(ISNULL(@HANDLER, ''''))
SELECT @LOGON = RTRIM(ISNULL(HAN.[LOGON], '''')),
@HANDLERNAME = RTRIM(ISNULL([HAN].[NAME], ''''))
FROM [dbo].[Handlers] HAN
WHERE HAN.[CODE] = @HANDLER
SET @LOGON = RTRIM(ISNULL(@LOGON, ''''))
DECLARE @ReleasedFilterCount INT = 0;
DECLARE @BillNoFilterCount INT = 0;
DECLARE @BillValue VARCHAR(10);
IF @ColumnNames <> ''''
BEGIN
DECLARE @CustomFilter TABLE
([Released] VARCHAR(2000),
[BillNo] VARCHAR(2000))
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 = ''Released'')
BEGIN
INSERT INTO @CustomFilter ([Released],[BillNo]) VALUES (@FilterValue,null)
END
ELSE IF(@ColumnName = ''Bill No.'')
BEGIN
INSERT INTO @CustomFilter ([Released],[BillNo]) VALUES (null,@FilterValue)
END
SET @lptcnt = @lptcnt + 1;
END
SET @ReleasedFilterCount = (SELECT COUNT(1) FROM @CustomFilter WHERE [Released] IS NOT NULL AND [Released] <>'''')
SET @BillNoFilterCount = (SELECT COUNT(1) FROM @CustomFilter WHERE [BillNo] IS NOT NULL AND [BillNo] <>'''')
IF (@BillNoFilterCount = 0 OR @BillNoFilterCount = 2)
BEGIN
SET @BillNoFilterCount = 0
END
ELSE IF(@BillNoFilterCount = 1)
BEGIN
SET @BillValue = (SELECT [BillNo] FROM @CustomFilter WHERE [BillNo] IS NOT NULL AND [BillNo] <>'''')
END
END
DECLARE @IDs TABLE
([ID] INT PRIMARY KEY NOT NULL,
[BillDate] DATETIME,
[MatterCode] VARCHAR(20) NOT NULL,
[RequestedBy] VARCHAR(10) NULL,
[RequestedName] VARCHAR(30) NULL,
UNIQUE NONCLUSTERED ([BillDate], [ID]),
UNIQUE NONCLUSTERED ([MatterCode], [ID]),
UNIQUE NONCLUSTERED ([RequestedBy], [ID]))
IF @HANDLER = ''''
BEGIN
INSERT
INTO @IDs
([ID],
[BillDate],
[MatterCode])
SELECT [BH].[BillingID],
[BH].[BillDate],
[BH].[MatterCode]
FROM [dbo].[billhead] [BH]
END
ELSE
BEGIN
INSERT
INTO @IDs
([ID],
[BillDate],
[MatterCode])
SELECT [BH].[BillingID],
[BH].[BillDate],
[BH].[MatterCode]
FROM [dbo].[billhead] [BH]
WITH (INDEX ([IDX_FEDate]))
WHERE [BH].[FeCode] = @HANDLER
INSERT
INTO @IDs
([ID],
[BillDate],
[MatterCode])
SELECT [BH].[BillingID],
[BH].[BillDate],
[BH].[MatterCode]
FROM [dbo].[billhead] [BH]
WITH (INDEX ([IDX_CBDate]))
LEFT OUTER JOIN @IDs [ID]
ON [ID].[ID] = [BH].[BillingID]
WHERE [BH].[CreateBy] IN (@HANDLER, @LOGON)
AND [ID].[ID] IS NULL
END
DELETE [ID]
FROM @IDs [ID]
WHERE [ID].[MatterCode] = ''''
UPDATE [ID]
SET [ID].[RequestedBy] = [HAN].[CODE],
[ID].[RequestedName] = [HAN].[NAME]
FROM @IDs [ID]
INNER JOIN [dbo].[billhead] [BH]
INNER JOIN [dbo].[Handlers] [HAN]
ON [HAN].[CODE] = [BH].[CreateBy]
ON [BH].[BillingID] = [ID].[ID]
WHERE [ID].[RequestedBy] IS NULL
UPDATE [ID]
SET [ID].[RequestedBy] = [HAN].[CODE],
[ID].[RequestedName] = [HAN].[NAME]
FROM @IDs [ID]
INNER JOIN [dbo].[billhead] [BH]
INNER JOIN [dbo].[Handlers] [HAN]
ON [HAN].[LOGON] = [BH].[CreateBy]
ON [BH].[BillingID] = [ID].[ID]
WHERE [ID].[RequestedBy] IS NULL
UPDATE [ID]
SET [ID].[RequestedBy] = [HAN].[CODE],
[ID].[RequestedName] = [HAN].[NAME]
FROM @IDs [ID]
INNER JOIN [dbo].[billhead] [BH]
INNER JOIN [dbo].[Handlers] [HAN]
ON [HAN].[LOGON] LIKE [BH].[CreateBy] + ''%''
ON [BH].[BillingID] = [ID].[ID]
WHERE [ID].[RequestedBy] IS NULL
SELECT *, COUNT(1) over() as TotalRecords INTO #MyinvoiceTable FROM
(
SELECT RTRIM(ISNULL(BH.[MATTERCODE], '''')) AS [MATTER],
RTRIM(ISNULL(BH.[ADDRESSEE], '''')) AS [Addressee],
RTRIM(ISNULL(BH.[Message], '''')) AS [MESSAGE],
RTRIM(ISNULL(BH.[TYPE], '''')) AS [TYPE],
ISNULL(BH.[BillingID], 0) AS [DRAFTNO],
ISNULL(BH.[InvoiceNo], 0) AS [INVOICENO],
BH.[BillDate] AS [BILLDATE],
[IDS].[RequestedBy] AS [Requested Code],
[IDS].[RequestedName] AS [Requested By],
BH.[FeCode] AS [FeCode],
BH.[TimeWriteDownDate] AS [WriteDown],
RTRIM(ISNULL(BH.[BillDescription], '''')) AS [Description],
CASE WHEN RTRIM(ISNULL(BH.[TransferToPay], ''N'')) = ''Y'' THEN ''Y'' ELSE ''N'' END AS [TransferToPay],
CASE WHEN RTRIM(ISNULL(BH.[OpenInvoice], ''N'')) = ''Y'' THEN ''Y'' ELSE ''N'' END AS [OpenInvoice],
CASE WHEN RTRIM(ISNULL(BH.[BillStatus], ''Draft'')) = ''Draft'' THEN ''N'' ELSE ''Y'' END AS [Released],
ISNULL(BH.[CreditInvoiceNo], 0) AS [CreditInvoiceNo],
RTRIM(ISNULL(BH.[ProForma], ''N'')) AS [Proforma],
ISNULL(BH.[DefaultBillLayoutReportID], 0) AS [DefaultBillLayoutReportID],
DTL.[TOTALNET],
DTL.[TOTALVAT],
DTL.[TOTAL],
RTRIM(ISNULL(BH.[ADDRESS], '''')) AS [ADDRESS],
RTRIM(ISNULL(BH.[Branch], '''')) AS [Branch],
ISNULL(RTRIM(LTRIM([BH].[Ref])), '''') AS [Reference],
IDS.ID
FROM @IDs IDS
INNER JOIN [dbo].[BillHead] BH
ON BH.[BillingID] = IDS.[ID]
CROSS APPLY (SELECT CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(BD.[NETVALUE], 0)), 0)) AS [TOTALNET],
CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(BD.[VATVALUE], 0)), 0)) AS [TOTALVAT],
CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(BD.[NETVALUE], 0) + ISNULL(BD.[VATVALUE], 0)), 0)) AS [TOTAL]
FROM [dbo].[BillDetail] BD
WHERE BD.[BillID] = BH.[BillingID]) DTL
)InvoiceTable
WHERE
([MATTER] LIKE ''%'' + @SearchText + ''%''
OR
[BILLDATE] LIKE ''%'' + @SearchText + ''%''
OR
[ADDRESSEE] LIKE ''%'' + @SearchText + ''%''
OR
[ADDRESS] LIKE ''%'' + @SearchText + ''%''
OR
[TYPE] LIKE ''%'' + @SearchText + ''%''
OR
[TOTAL] LIKE ''%'' + @SearchText + ''%''
OR
[DRAFTNO] LIKE ''%'' + @SearchText + ''%''
OR
[INVOICENO] LIKE ''%'' + @SearchText + ''%''
OR
[OpenInvoice] LIKE ''%'' + @SearchText + ''%''
OR
[Description] LIKE ''%'' + @SearchText + ''%''
OR
[Released] LIKE ''%'' + @SearchText + ''%''
)
AND ((@ReleasedFilterCount = 0 OR [Released] 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 [Released] FROM @CustomFilter WHERE [Released] IS NOT NULL and [Released] <>''''),'','','''') + '''' AS XML) AS x
)t
CROSS APPLY x.nodes(''/XMLRoot/RowData'')m(n)) FILTERVALUETBLFnl))
AND
(
@BillNoFilterCount = 0 OR ( [INVOICENO] = (CASE WHEN @BillValue = 0 then 0 END ) OR [INVOICENO] > (CASE WHEN @BillValue = -1 then 0 END ))
)
)
ORDER BY
CASE WHEN UPPER(@SortDirection) = ''ASC'' AND @SortColumn !='''' THEN
CASE @SortColumn
WHEN ''MATTER'' THEN [MATTER]
END
END,
CASE WHEN UPPER(@SortDirection) = ''DESC'' AND @SortColumn!='''' THEN
CASE @SortColumn
WHEN ''MATTER'' THEN [MATTER]
END
END DESC,
CASE WHEN UPPER(@SortDirection) = ''ASC'' AND @SortColumn!='''' THEN
CASE @SortColumn
WHEN ''BILLDATE'' THEN [BILLDATE]
END
END,
CASE WHEN UPPER(@SortDirection) = ''DESC'' AND @SortColumn!='''' THEN
CASE @SortColumn
WHEN ''BILLDATE'' THEN [BILLDATE]
END
END DESC,
CASE WHEN UPPER(@SortDirection) = ''ASC'' AND @SortColumn!='''' THEN
CASE @SortColumn
WHEN ''ADDRESSEE'' THEN [Addressee]
END
END,
CASE WHEN UPPER(@SortDirection) = ''DESC'' AND @SortColumn!='''' THEN
CASE @SortColumn
WHEN ''ADDRESSEE'' THEN [Addressee]
END
END DESC,
CASE WHEN UPPER(@SortDirection) = ''ASC'' AND @SortColumn!='''' THEN
CASE @SortColumn
WHEN ''ADDRESS'' THEN [ADDRESS]
END
END,
CASE WHEN UPPER(@SortDirection) = ''DESC'' AND @SortColumn!='''' THEN
CASE @SortColumn
WHEN ''ADDRESS'' THEN [ADDRESS]
END
END DESC,
CASE WHEN UPPER(@SortDirection) = ''ASC'' AND @SortColumn!='''' THEN
CASE @SortColumn
WHEN ''TYPE'' THEN [TYPE]
END
END,
CASE WHEN UPPER(@SortDirection) = ''DESC'' AND @SortColumn!='''' THEN
CASE @SortColumn
WHEN ''TYPE'' THEN [TYPE]
END
END DESC,
CASE WHEN UPPER(@SortDirection) = ''ASC'' AND @SortColumn!='''' THEN
CASE @SortColumn
WHEN ''TOTAL'' THEN [TOTAL]
END
END,
CASE WHEN UPPER(@SortDirection) = ''DESC'' AND @SortColumn!='''' THEN
CASE @SortColumn
WHEN ''TOTAL'' THEN [TOTAL]
END
END DESC,
CASE WHEN UPPER(@SortDirection) = ''ASC'' AND @SortColumn!='''' THEN
CASE @SortColumn
WHEN ''DRAFTNO'' THEN [DRAFTNO]
END
END,
CASE WHEN UPPER(@SortDirection) = ''DESC'' AND @SortColumn!='''' THEN
CASE @SortColumn
WHEN ''DRAFTNO'' THEN [DRAFTNO]
END
END DESC,
CASE WHEN UPPER(@SortDirection) = ''ASC'' AND @SortColumn!='''' THEN
CASE @SortColumn
WHEN ''INVOICENO'' THEN [INVOICENO]
END
END,
CASE WHEN UPPER(@SortDirection) = ''DESC'' AND @SortColumn!='''' THEN
CASE @SortColumn
WHEN ''INVOICENO'' THEN [INVOICENO]
END
END DESC,
CASE WHEN UPPER(@SortDirection) = ''ASC'' AND @SortColumn!='''' THEN
CASE @SortColumn
WHEN ''OpenInvoice'' THEN [OpenInvoice]
END
END,
CASE WHEN UPPER(@SortDirection) = ''DESC'' AND @SortColumn!='''' THEN
CASE @SortColumn
WHEN ''OpenInvoice'' THEN [OpenInvoice]
END
END DESC ,
CASE WHEN UPPER(@SortDirection) = ''ASC'' AND @SortColumn!='''' THEN
CASE @SortColumn
WHEN ''Released'' THEN [Released]
END
END,
CASE WHEN UPPER(@SortDirection) = ''DESC'' AND @SortColumn!='''' THEN
CASE @SortColumn
WHEN ''Released'' THEN [Released]
END
END DESC,
[BillDate] DESC,
[ID] DESC
SELECT * FROM #MyinvoiceTable
IF EXISTS(SELECT TOP 1 TotalRecords FROM #MyinvoiceTable)
BEGIN
SELECT Top 1 TotalRecords From #MyinvoiceTable
END
ELSE
BEGIN
SELECT 0 AS TotalRecords
END
END'
)
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_ApplySecuirtyGroupSettingsToAllMatters'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_ApplySecuirtyGroupSettingsToAllMatters]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_ApplySecuirtyGroupSettingsToAllMatters]
(@MatterCode VARCHAR(20))
AS
/*******************************************************************************************************
* Gets the client that belongs to the matter that was passed in,and then applies its *
* ContactNetPrivileges to all the matters for that client. *
* *
* Stored Procedure Name : [dbo].[KAAS_ApplySecuirtyGroupSettingsToAllMatters] *
* Copied from : [dbo].[ky_NETApplySecuirtyGroupSettingsToAllMatters] *
* *
* Modification History : *
* 2019-04-13 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
DECLARE @ContactCode VARCHAR(10)
DECLARE @BitWiseID BIGINT
SELECT TOP 1
@ContactCode = [MAT].[ClientCode]
FROM [dbo].[matters] [MAT]
WHERE [MAT].[Code] = @MatterCode
IF NOT @ContactCode IS NULL
BEGIN
SELECT TOP 1
@BitWiseID = [CNP].[Previleges]
FROM [dbo].[ContactNetPrivileges] [CNP]
WHERE [CNP].[ContactCode] = @ContactCode
SET @BitWiseID = ISNULL(@BitWiseID, CONVERT(BIGINT, 0))
IF @BitWiseID = 0
BEGIN
DELETE [MNP]
FROM [dbo].[matters] [MAT]
INNER JOIN [dbo].[MatterNETPrivileges] [MNP]
ON [MNP].[MATTER] = [MAT].[Code]
WHERE [MAT].[ClientCode] = @ContactCode
END
ELSE
BEGIN
INSERT
INTO [dbo].[MatterNETPrivileges]
([MATTER],
[Privileges])
SELECT [MAT].[Code],
@BitWiseID
FROM [dbo].[matters] [MAT]
LEFT OUTER JOIN [dbo].[MatterNETPrivileges] [MNP]
ON [MNP].[MATTER] = [MAT].[Code]
WHERE [MAT].[ClientCode] = @ContactCode
AND [MNP].[MATTER] IS NULL
UPDATE [MNP]
SET [MNP].[Privileges] = @BitWiseID
FROM [dbo].[matters] [MAT]
INNER JOIN [dbo].[MatterNETPrivileges] [MNP]
ON [MNP].[MATTER] = [MAT].[Code]
WHERE [MAT].[ClientCode] = @ContactCode
END
END
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_AssignTemplateAction'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_AssignTemplateAction]
END
GO
CREATE PROCEDURE [dbo].[KAAS_AssignTemplateAction]
@WKCODE VARCHAR(4),
@ACTIONCODE VARCHAR(15)
AS
/*******************************************************************************************************
* This procedure is used to Add Action Type . *
* *
* Stored Procedure Name : [dbo].[KAAS_AssignTemplateAction] *
* Copied from : [dbo].[Ky_NetAssignTemplateAction] *
* *
* Modification History : *
* 2023-06-09 Nithyanandham M Created *
*******************************************************************************************************/
BEGIN
IF NOT EXISTS (SELECT TOP 1 1 FROM ActionWorkTypes WHERE WorkType=@WKCODE AND ACTIONCODE=@ACTIONCODE)
BEGIN
DECLARE @ActionWorkType as INT
;WITH T
AS (SELECT
SEQ,
Row_number() OVER (ORDER BY SEQ) AS RN
FROM
ActionWorkTypes
WHERE
WORKTYPE = @WKCODE)
UPDATE
T
SET
SEQ = RN
SET @ActionWorkType = (SELECT ISNULL(MAX(SEQ)+1,1) FROM ActionWorkTypes WHERE WORKTYPE=@WKCODE)
INSERT INTO ActionWorkTypes
(
WORKTYPE
,ACTIONCODE
,SEQ
)
VALUES
(
@WKCODE
,@ACTIONCODE
,@ActionWorkType
)
END
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_BanksForChequeRequest'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_BanksForChequeRequest]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_BanksForChequeRequest]
(@MATTER VARCHAR(20),
@ClientOrOutlay VARCHAR(1),
@ORIGINALCODE VARCHAR(10))
AS
/*************************************************************************************************
*
* List all banks for the Cheque Request functionality
* SP suitable for both SAM4 and SAM3
*
* Stored Proceudre name : KAAS_BanksForChequeRequest
* Copied From : ky_NETSPBanksForChequeRequest
*
* @ClientOrOutlay = C - FROM Client A/c
* @ClientOrOutlay = O - FROM Outlay A/c
*
* Modification history:
* 2015-03-27 Pino - Allow for an original code that used to be allowable as
* a bank Nominal code, but no longer is. Add ValidBank
* column to ensure that on changes to such a cheque, the
* user must change the bank.
* 2015-12-08 Arun - Have changed column alias name from Code to NominalCode
* 2017-06-12 Pino - Added original [Code] column back in for backward compatibility
* Kept Arun's new column for forward compatibility
* 2019-08-06 Vinodhan - Created KAAS_BanksForChequeRequest
*
*************************************************************************************************/
BEGIN
DECLARE @COMMAND VARCHAR(MAX)
SET @ORIGINALCODE = RTRIM(ISNULL(@ORIGINALCODE, ''))
IF EXISTS (SELECT TOP 1 1
FROM SYS.[objects] SO
INNER JOIN SYS.[columns] SC
ON SC.[object_id] = SO.[object_id]
AND SC.[name] = 'NominalCode'
WHERE SO.[name] = 'Nominal'
AND SO.[type] = 'U')
BEGIN
SET @COMMAND = '
SELECT RTRIM(ISNULL(NCD.[NominalCode], '''')) As [NominalCode],
RTRIM(ISNULL(NCD.[NominalCode], '''')) As [Code],
RTRIM(ISNULL(NCD.[AccountName], '''')) AS [Description],
CASE WHEN RTRIM(ISNULL(NCD.[Client], '''')) = ''Y''
THEN ''Y''
ELSE ''N'' END AS [ClientAccount],
CASE WHEN RTRIM(ISNULL(NCD.[Deposit], '''')) = ''Y''
THEN ''Y''
ELSE ''N'' END AS [DepositAccount],
'''' AS [DepositType],
'''' AS [Sequence],
RTRIM(ISNULL(NCD.[PorB], '''')) AS [PorB],
'''' AS [NominalTypeCode],
'''' AS [NominalType],
CONVERT(BIT, 1) AS [ValidBank]
FROM [dbo].[matters] MAT
INNER JOIN [dbo].[Nominal] NCD
ON ( ''' + @ClientOrOutlay + ''' = ''C''
AND NCD.[NominalCode] = MAT.[ClientBankAC])
OR ( ''' + @ClientOrOutlay + ''' = ''O''
AND NCD.[NominalCode] = MAT.[OfficeBankAC])
OR (''' + @ClientOrOutlay + ''' NOT IN (''C'', ''O''))
WHERE MAT.[code] = ''' + RTRIM(ISNULL(@MATTER, '')) + ''''
END
ELSE
BEGIN
SET @COMMAND = '
SELECT RTRIM(ISNULL(NCD.[CODE], '''')) As [NominalCode],
RTRIM(ISNULL(NCD.[CODE], '''')) As [Code],
RTRIM(ISNULL(NCD.[DESC], '''')) AS [Description],
CASE WHEN RTRIM(ISNULL(NCD.[CLIENTAC], '''')) = ''Y''
THEN ''Y''
ELSE ''N'' END AS [ClientAccount],
CASE WHEN RTRIM(ISNULL(NCD.[DEPOSITYN], '''')) = ''Y''
THEN ''Y''
ELSE ''N'' END AS [DepositAccount],
RTRIM(ISNULL(NCD.[DEPOSITTYPE], '''')) AS [DepositType],
RTRIM(ISNULL(NCD.[SEQ], '''')) AS [Sequence],
RTRIM(ISNULL(NCD.[PB], '''')) AS [PorB],
RTRIM(ISNULL(NCD.[TYPE], '''')) AS [NominalTypeCode],
RTRIM(ISNULL(NT.[NTYDESC], '''')) AS [NominalType],
CASE RTRIM(ISNULL(NCD.[ChequeReq], ''N''))
WHEN ''Y'' THEN CONVERT(BIT, 1)
ELSE CONVERT(BIT, 0) END AS [ValidBank]
FROM [dbo].[Nominal] NCD
LEFT OUTER JOIN [dbo].[NominalTypes] NT
ON NT.[NTYCODE] = NCD.[TYPE]
WHERE RTRIM(ISNULL(NCD.[ChequeReq], ''N'')) = ''Y''
OR NCD.[CODE] = ''' + REPLACE(@ORIGINALCODE, '''', '''''') + '''
ORDER BY RTRIM(ISNULL(NCD.[DESC], ''''))'
END
EXEC (@COMMAND)
END
GO
IF [dbo].[IsSAM4]() = 1
BEGIN
SET NOEXEC ON
END
IF OBJECT_ID(N'KAAS_BGAddToInvoice', N'P') IS NOT NULL
BEGIN
DROP PROCEDURE [dbo].[KAAS_BGAddToInvoice]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_BGAddToInvoice]
(@DraftNo int)
AS
/***************************************************************************
*
* KAAS_BGAddToInvoice
*
* 2021-05-12 John Ginnane Added to repo
* 2024-03-26 Pino Carafa Added to KAAS
*
***************************************************************************/
BEGIN
DECLARE @LINENO smallint
DECLARE @TOTVALUE decimal(11, 2)
--FOR Bill Header totals and VAT Rates
DECLARE @VATCODE char(1)
DECLARE @VATENTRY int
DECLARE @RATE1 decimal(17, 2)
DECLARE @NETRATE1 decimal(17, 2)
DECLARE @VATRATE1 decimal(17, 2)
DECLARE @RATE2 decimal(17, 2)
DECLARE @NETRATE2 decimal(17, 2)
DECLARE @VATRATE2 decimal(17, 2)
SELECT @LINENO = IsNull(Max([LINENO]), 0)
FROM [dbo].[BillDetails]
WHERE [DRAFTNO] = @DraftNo
DECLARE @linestoadd TABLE
([LINENO] INT identity(1, 1),
[MATTER] VARCHAR(20),
[DRAFTNO] int,
[BILLNO] int,
[TYPE] VARCHAR(1),
[FEEEARNER] VARCHAR(10),
[NOMINAL] VARCHAR(10),
[NARRATIVE] VARCHAR(6999),
[NET] DECIMAL(13, 2),
[VATCODE] VARCHAR(1),
[VATRATE] DECIMAL(5, 2),
[VATVALUE] DECIMAL(13, 2))
INSERT
INTO @linestoadd
([MATTER],
[DRAFTNO],
[BILLNO],
[TYPE],
[FEEEARNER],
[NOMINAL],
[NARRATIVE],
[NET],
[VATCODE],
[VATRATE],
[VATVALUE])
SELECT MAT.[Code] As [MATTER],
BGC.[DraftNo] As [DRAFTNO],
BIH.[BILLNO] As [BILLNO],
SUMM.[Type] As [TYPE],
IsNull(SUMM.[FEEEARN], MAT.[FECODE]) As [FEEEARNER],
CASE WHEN SUMM.[Type] = 'F'
THEN IsNull(FEC.[NOMINAL], '')
ELSE CON.[Outlay] END As [NOMINAL],
convert(varchar(6999), BGG.[Narrative]) As [NARRATIVE],
Convert(decimal(13, 2), SUMM.[BillNow]) As [NET],
CASE WHEN SUMM.[Type] = 'F'
THEN CON.[DEFAULTVAT]
ELSE CON.[VATEXCLUDE] END As [VATCODE],
IsNull(VAC.[RATE], 0) As [VATRATE],
convert(decimal(13, 2),
Round( SUMM.[BillNow]
* ( IsNull(VAC.[RATE], 0)
/ 100),
2)) As [VATVALUE]
FROM ( SELECT BGCSUMM.[ID] As [BGControlID],
BGGSUMM.[ID],
BGGSUMM.[SeqNo],
CASE WHEN COUNT(DISTINCT BGDSUMM.[Type]) = 1
THEN ISNULL(MAX(BGDSUMM.[Type]), '')
ELSE convert(varchar, NULL) END AS [Type],
CASE WHEN COUNT(DISTINCT BGDSUMM.[MATTER]) = 1
THEN ISNULL(MAX(BGDSUMM.[MATTER]), '')
ELSE convert(varchar(17), NULL) END AS [MATTER],
CASE WHEN COUNT(DISTINCT BGDSUMM.[FEEEARN]) = 1
THEN ISNULL(MAX(BGDSUMM.[FEEEARN]), '')
ELSE convert(varchar(5), NULL) END AS [FEEEARN],
SUM(ISNULL(BGDSUMM.[BillNow], 0)) AS [BillNow],
CASE WHEN ISNULL(MIN(BGDSUMM.[IncludeInBill]), 1) <> 2
THEN 1
ELSE 2 END AS [IncludeInBill],
COUNT(1) AS [NumberOfDetailItems]
FROM [dbo].[BGControl] BGCSUMM
INNER JOIN [dbo].[BGGroups] BGGSUMM
INNER JOIN [dbo].[BGDetail] BGDSUMM
ON BGDSUMM.[BGGroupID] = BGGSUMM.[ID]
ON BGGSUMM.[BGControlID] = BGCSUMM.[ID]
WHERE BGCSUMM.[DraftNo] = @DraftNo
GROUP BY BGCSUMM.[ID],
BGGSUMM.[SeqNo],
BGGSUMM.[ID]) SUMM
INNER JOIN [dbo].[BGControl] BGC
ON BGC.[ID] = SUMM.[BGControlID]
INNER JOIN [dbo].[BGGroups] BGG
ON BGG.[ID] = SUMM.[ID]
INNER JOIN [dbo].[BillHeader] BIH
ON BIH.[DRAFTNO] = BGC.[DraftNo]
--
-- If multiple matters are linked to this line, use the Composite Billing Matter
INNER JOIN [dbo].[Matters] MAT
ON MAT.[Code] = BGC.[Matter]
--
-- If multiple Fee Earners are linked to this line, use the Matter's Fee Earner Code
LEFT OUTER JOIN [dbo].[FeeEarnerCodes] FEC
ON FEC.[Code] = IsNull(SUMM.[FEEEARN], MAT.[FECODE])
--
CROSS JOIN [dbo].[Control] CON
--
-- Vat Rate depending on whether it's a Fee or an Outlay
LEFT OUTER JOIN [dbo].[vatcodes] VAC
ON VAC.[CODE] = CASE WHEN SUMM.[Type] = 'F'
THEN CON.[DEFAULTVAT]
ELSE CON.[VATEXCLUDE] END
WHERE SUMM.[BillNow] <> 0
ORDER BY CASE WHEN SUMM.[Type] = 'F'
THEN 1
ELSE 2 END,
SUMM.[SeqNo]
INSERT
INTO [dbo].[BillDetails]
([Matter],
[DRAFTNO],
[BILLNO],
[TYPE],
[FEEEARNER],
[NOMINAL],
[NARRATIVE],
[NET],
[VATCODE],
[VATRATE],
[VATVALUE],
[LINENO])
select LTA.[MATTER],
LTA.[DRAFTNO],
LTA.[BILLNO],
LTA.[TYPE],
LTA.[FEEEARNER],
LTA.[NOMINAL],
LTA.[NARRATIVE],
LTA.[NET],
LTA.[VATCODE],
LTA.[VATRATE],
LTA.[VATVALUE],
@LINENO + LTA.[LINENO]
from @linestoadd LTA
UPDATE BFB
SET BFB.[VALUE] = BFB.[VALUE] + NBFB.[VALUE],
BFB.[VATAMT] = BFB.[VATAMT] + NBFB.[VATAMT]
FROM [dbo].[BillFeeBreakDown] BFB
INNER JOIN ky_BGNewBillFeeBreakdown(@DraftNo) NBFB
ON NBFB.[FECODE] = BFB.[FECODE]
WHERE BFB.[DRAFTNO] = @DraftNo
INSERT
INTO [dbo].[BillFeeBreakdown]
([MATTER],
[DRAFTNO],
[BILLNO],
[FECODE],
[TYPE],
[PERCENT],
[CALCULATION],
[VALUE],
[VATCODE],
[VATAMT])
SELECT NBFB.[MATTER],
NBFB.[DRAFTNO],
NBFB.[BILLNO],
NBFB.[FECODE],
NBFB.[TYPE],
NBFB.[PERCENT],
NBFB.[CALCULATION],
NBFB.[VALUE],
NBFB.[VATCODE],
NBFB.[VATAMT]
FROM ky_BGNewBillFeeBreakdown(@DraftNo) NBFB
LEFT OUTER JOIN [dbo].[BillFeeBreakdown] BFB
ON BFB.[DRAFTNO] = NBFB.[DRAFTNO]
AND BFB.[FECODE] = NBFB.[FECODE]
WHERE BFB.[RECORDID] IS NULL
select @TOTVALUE = IsNull(SUM(BFB.[VALUE]), 0)
from [dbo].[BILLFEeBREAKDOWN] BFB
where BFB.[DRAFTNO] = @DraftNo
IF (@TOTVALUE = 0)
BEGIN
UPDATE [dbo].[BILLFeeBreakdown]
SET [PERCENT] = 0,
[CALCULATION] = 0
WHERE [DRAFTNO] = @DraftNo
END
ELSE
BEGIN
UPDATE [dbo].[BILLFeeBreakdown]
SET [PERCENT] = convert(decimal(5, 2), Round(100 * ([VALUE] / @TOTVALUE), 2)),
[CALCULATION] = convert(decimal(9, 5), Round(100 * ([VALUE] / @TOTVALUE), 5))
WHERE [DRAFTNO] = @DraftNo
END
--Calculate the Bill Header totals and VAT Rates 1 and 2
SET @VATENTRY = 0
SET @RATE1 = 0
SET @NETRATE1 = 0
SET @VATRATE1 = 0
SET @RATE2 = 0
SET @NETRATE2 = 0
SET @VATRATE2 = 0
SELECT @VATCODE = [DEFAULTVAT] FROM [dbo].[Control]
DECLARE @VATs TABLE
([VATENTRY] int identity(1, 1),
[RATE] decimal(17, 2))
-- This should really only return a maximum of two rows, but just in case
-- it doesn't, we'll order them from highest VAT Rate down.
INSERT
INTO @VATs
([RATE])
select DISTINCT
BID.[VATRATE]
from [dbo].[BillHeader] BIH
inner join [dbo].[BillDetails] BID
ON BID.[DRAFTNO] = BIH.[DRAFTNO]
AND BID.[TYPE] = 'F'
where BIH.[DRAFTNO] = @DRAFTNO
ORDER BY BID.VATRATE DESC
IF EXISTS (SELECT * FROM @VATs WHERE [VATENTRY] = 1)
BEGIN
select @RATE1 = [RATE] from @VATs WHERE [VATENTRY] = 1
select @NETRATE1 = SUM(BID.[NET])
from [dbo].[BillHeader] BIH
inner join [dbo].[BillDetails] BID
ON BID.[DRAFTNO] = BIH.[DRAFTNO]
AND BID.[TYPE] = 'F'
where BIH.[DRAFTNO] = @DRAFTNO
and BID.[VATRATE] = @RATE1
SET @VATRATE1 = Round(((@NETRATE1 * @RATE1) / 100), 2)
END
IF EXISTS (SELECT * FROM @VATs WHERE [VATENTRY] = 2)
BEGIN
select @RATE2 = [RATE] from @VATs WHERE [VATENTRY] = 2
select @NETRATE2 = SUM(BID.[NET])
from [dbo].[BillHeader] BIH
inner join [dbo].[BillDetails] BID
ON BID.[DRAFTNO] = BIH.[DRAFTNO]
AND BID.[TYPE] = 'F'
where BIH.[DRAFTNO] = @DRAFTNO
and BID.[VATRATE] = @RATE2
SET @VATRATE2 = Round(((@NETRATE2 * @RATE2) / 100), 2)
END
UPDATE BIH
SET BIH.[TOTAL] = BIHU.[TOTAL],
BIH.[FEES] = BIHU.[FEES],
BIH.[OUTLAY] = BIHU.[OUTLAY],
BIH.[TOTALVAT] = BIHU.[TOTALVAT],
BIH.[RATE1] = BIHU.[RATE1],
BIH.[NETRATE1] = BIHU.[NETRATE1],
BIH.[VATRATE1] = BIHU.[VATRATE1],
BIH.[RATE2] = BIHU.[RATE2],
BIH.[NETRATE2] = BIHU.[NETRATE2],
BIH.[VATRATE2] = BIHU.[VATRATE2],
BIH.[FEEVATCODE] = @VATCODE
FROM ( select BIHO.[DRAFTNO],
@VATCODE AS [VATCODE],
@RATE1 AS [RATE1],
@NETRATE1 AS [NETRATE1],
@VATRATE1 AS [VATRATE1],
@RATE2 AS [RATE2],
@NETRATE2 AS [NETRATE2],
@VATRATE2 AS [VATRATE2],
SUM(IsNull(BID.[NET], 0) + ((IsNull(BID.[NET], 0) * IsNull(BID.[VATRATE], 0)) / 100)) AS [TOTAL],
SUM(((IsNull(BID.[NET], 0) * IsNull(BID.[VATRATE], 0)) / 100)) AS [TOTALVAT],
SUM(CASE WHEN BID.[TYPE] = 'F'
THEN IsNull(BID.[NET], 0)
ELSE 0 END) AS [FEES],
SUM(CASE WHEN BID.[TYPE] = 'O'
THEN IsNull(BID.[NET], 0)
ELSE 0 END) AS [OUTLAY]
from [dbo].[BillHeader] BIHO
inner join [dbo].[BillDetails] BID
ON BID.[DraftNo] = BIHO.[DraftNo]
WHERE BIHO.[DRAFTNO] = @DraftNo
GROUP BY BIHO.[DRAFTNO]) BIHU
INNER JOIN [dbo].[BillHeader] BIH
ON BIH.[DRAFTNO] = BIHU.[DRAFTNO]
END
GO
SET NOEXEC OFF
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_BGClearOrphanedGuide'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_BGClearOrphanedGuide]
END
GO
IF [dbo].[ISSAM4]() = 1
BEGIN
SET NOEXEC ON
END
GO
CREATE PROCEDURE
[dbo].[KAAS_BGClearOrphanedGuide]
(@draftno int)
AS
/******************************************************************
* KAAS_BGClearOrphanedGuide
* This procedure is used to clear out any billing guides if the
* original bill request no longer exists
*
* Modification History:
* 2021-04-20 John Ginnane Added to repo
* 2024-03-26 Pino Carafa Added to KAAS
*
******************************************************************/
BEGIN
DELETE [BGD]
FROM [dbo].[BGControl] [BGC]
INNER JOIN [dbo].[BGDetail] [BGD]
ON [BGD].[BGControlID] = [BGC].[ID]
LEFT OUTER JOIN [dbo].[billheader] [BIH]
ON [BIH].[draftno] = [BGC].[draftno]
AND [BIH].[matter] = [BGC].[matter]
WHERE [BGC].[draftno] = @draftno
AND [BIH].[draftno] is null
DELETE [BGG]
FROM [dbo].[BGControl] [BGC]
INNER JOIN [dbo].[BGGroups] [BGG]
ON [BGG].[BGControlID] = [BGC].[ID]
LEFT OUTER JOIN [dbo].[billheader] [BIH]
ON [BIH].[draftno] = [BGC].[draftno]
AND [BIH].[matter] = [BGC].[matter]
WHERE [BGC].[draftno] = @draftno
AND [BIH].[draftno] is null
DELETE [BGC]
FROM [dbo].[BGControl] [BGC]
LEFT OUTER JOIN [dbo].[billheader] [BIH]
ON [BIH].[draftno] = [BGC].[draftno]
AND [BIH].[matter] = [BGC].[matter]
WHERE [BGC].[draftno] = @draftno
AND [BIH].[draftno] is null
END
GO
SET NOEXEC OFF
GO
IF [dbo].[ISSAM4]() = 0
BEGIN
EXEC ('
IF OBJECT_ID(N''KAAS_BGDelete'',N''P'') IS NOT NULL
BEGIN
DROP PROCEDURE [dbo].[KAAS_BGDelete]
END')
EXEC ('
CREATE PROCEDURE
[dbo].[KAAS_BGDelete]
(@DraftNo int,
@BatchNo int)
AS
/*****************************************************************************
* *
* Deletes a the billing guide for specified bill *
* SP only suitable for SAM3 *
* *
* Stored Procedure name : KAAS_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''KAAS_BGDelete'',N''P'') IS NOT NULL
BEGIN
DROP PROCEDURE [dbo].[KAAS_BGDelete]
END')
EXEC ('
CREATE PROCEDURE
[dbo].[KAAS_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'KAAS_BGGetControl'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_BGGetControl]
END
GO
IF [dbo].[ISSAM4]() = 1
BEGIN
SET NOEXEC ON
END
GO
CREATE PROCEDURE
[dbo].[KAAS_BGGetControl]
(@DraftNo int)
AS
/******************************************************************
* KAAS_BGGetControl
* Returns the BGControl record for the specified draft number
*
* Modification History:
* 2021-04-20 John Ginnane Created ky_NETGetBillingGuideControl
* 2024-04-03 Pino Carafa Imported into KAAS
*
******************************************************************/
BEGIN
SELECT ISNULL([BGC].[ID], 0) AS [ID],
[BGC].[Date],
[BGC].[TDate],
[BGC].[ODate],
ISNULL([BGC].[Description], '') AS [Description],
[BH].[DRAFTNO],
ISNULL([BGC].[BATCHNO], 0) AS [BATCHNO],
ISNULL([BGC].[ADDRESSEE], '') AS [ADDRESSEE],
ISNULL([BGC].[OURREF], '') AS [OURREF],
ISNULL([BGC].[YOURREF], '') AS [YOURREF],
[MAT].[CODE] AS [MATTER],
ISNULL([BGC].[IsAdhoc], 0) AS [IsAdhoc],
ISNULL(CONVERT(DECIMAL(19, 2), [BGC].[OAmount]), 0) AS [OAmount],
ISNULL(CONVERT(DECIMAL(19, 2), [BGC].[TAmount]), 0) AS [TAmount],
ISNULL([MAT].[Description], '') AS [MatterDescription],
ISNULL([CNT].[Name], '') AS [ClientName]
FROM [dbo].[BillHeader] AS [BH]
LEFT OUTER JOIN [dbo].[BGControl] AS [BGC]
ON [BH].[DRAFTNO] = [BGC].[DRAFTNO]
INNER JOIN [dbo].[matters] AS [MAT]
ON [MAT].[Code] = [BH].[MATTER]
INNER JOIN [dbo].[Contacts] AS [CNT]
ON [CNT].[Code] = [MAT].[ClientCode]
WHERE [BH].[DRAFTNO] = @DraftNo
END
GO
SET NOEXEC OFF
GO
--Consistency Improvement, rename all BG procedures KAAS_BG... rather than having the BG suffix at the end
--So remove the copy with the old name
IF OBJECT_ID(N'KAAS_GroupGroupNARRBG', N'P') IS NOT NULL
BEGIN
DROP PROCEDURE [dbo].[KAAS_GroupGroupNarrBG]
END
GO
IF OBJECT_ID(N'KAAS_BGGroupGroupNARR', N'P') IS NOT NULL
BEGIN
DROP PROCEDURE [dbo].[KAAS_BGGroupGroupNARR]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_BGGroupGroupNARR]
(@ControlID int,
@GroupID UNIQUEIDENTIFIER)
AS
/***************************************************************************
*
* KAAS_BGGroupGroupNARR
* Rewritten 2014-09-12 to improve efficiency and prevent deadlocks
* Groups Billing Guide Detail lines based on the narratives found
* in the selected Group and makes
* sure the sequence numbers of all groups and all BGDetail lines remain
* contiguously numbered 1, 2, 3, etc
*
* ????-??-?? ????? Created
* 2021-05-05 John Ginnane Added to repo
* 2024-03-26 Pino Carafa Imported to KAAS
* 2024-03-28 Pino Carafa Corrected Parameter Types
*
***************************************************************************/
BEGIN
DECLARE @narr varchar(255)
DECLARE @type varchar(1)
DECLARE @newnarr varchar(1000)
DECLARE @seqno int
DECLARE @narcurs TABLE
([seqno] int identity(1, 1),
[Type] varchar(1),
[Narrative] varchar(1000))
INSERT
INTO @narcurs
([Type],
[Narrative])
select DISTINCT
BGD.[Type],
BGD.[Narrative]
from [dbo].[BGGroups] BGG
INNER JOIN [dbo].[BGDetail] BGD
ON BGD.[BGGroupID] = BGG.[ID]
WHERE BGG.[ID] = @GroupID
WHILE EXISTS (SELECT * FROM @narcurs)
BEGIN
SELECT TOP 1
@seqno = NC.[seqno],
@type = NC.[Type],
@narr = NC.[Narrative]
FROM @narcurs NC
SET @newnarr = RTrim(Substring('All ' + @narr, 1, 1000))
EXEC [dbo].[KAAS_BGQuickGroup] @ControlID, @type, NULL, NULL, NULL, @narr, @newnarr
DELETE @narcurs WHERE [seqno] = @seqno
END
END
GO
--Consistency Improvement, rename all BG procedures KAAS_BG... rather than having the BG suffix at the end
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = 'KAAS_InitialiseBG'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_InitialiseBG]
END
GO
IF [dbo].[IsSAM4]() = 1
BEGIN
SET NOEXEC ON
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = 'KAAS_BGInitialise'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_BGInitialise]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_BGInitialise]
(@PDraftNo int,
@PBatchNo int,
@PTimeRefDate DATETIME,
@POutlayDate DATETIME,
@PTimeRefAmount money,
@POutlayAmount money)
AS
/*******************************************************************************************************
*
* [dbo].[KAAS_BGInitialise]
* Initialises a Billing Guide
*
* Modifications: 2014-11-25 Pino - Exclude the "Billed Previously" items first, THEN modify BGDetails
* to add up to requested amount. If it's done in the original order
* some of the values added together to get the target total may end
* up being zeroed, leading to a total that is less than expected.
*
* 2015-06-22 Pino - The BGDetail "INVOICENO" column is not a reliable indicator for
* whether BillNow should be set to zero. Instead
* 2015-08-20 Pino - Exclude Closed matters
* 2023-08-23 John - #16464 - Creating two groups for fees and outlay for ad hoc comp billing guides
* 2023-09-27 John - Fixed #17240 which I introduced with previous change
* 2024-03-26 Pino - Imported into KAAS
*
*******************************************************************************************************/
BEGIN
declare @continue int
declare @NewControlID int
DECLARE @FeesGroupID UNIQUEIDENTIFIER
DECLARE @OutlayGroupID UNIQUEIDENTIFIER
declare @RSQ table
([ID] int identity(1, 1),
[UNID] uniqueidentifier)
BEGIN TRANSACTION
set @continue = 0
if (@continue = 0)
begin
begin try
SELECT @NewControlID = IsNull(Max(ID), 0) + 1
FROM [dbo].[BGControl]
end try
begin catch
SET @continue = 1
end catch
end
/*
if (@continue = 0)
begin
begin try
-- If multiple Billing Guides for certain Time Entries or Matter Ledger records,
-- give the charge for these particular billing guide entries back to the other ones,
-- so that they can charge the customer the full amount should they so desire
UPDATE BGDO
SET BGDO.[Charge] = BGDO.[Charge] + BGD.[Charge]
from [dbo].[BGControl] BGC
INNER JOIN [dbo].[BGDetail] BGD
ON BGD.[BGControlID] = BGC.[ID]
INNER JOIN [dbo].[BGDetail] BGDO
ON BGDO.[Type] = BGD.[Type]
AND BGDO.[OriginalID] = BGD.[OriginalID]
AND ISNULL(BGDO.[OriginalID], 0) <> 0
AND BGDO.[BGControlID] <> BGD.[BGControlID]
WHERE ( (IsNull(@PDraftNo, 0) <> 0)
AND (BGC.[DraftNo] = IsNull(@PDraftNo, 0)))
OR ( (IsNull(@PDraftNo, 0) = 0)
AND (BGC.[BatchNo] = @PBatchNo))
end try
begin catch
SET @continue = 11
end catch
end
*/
if (@continue = 0)
begin
begin try
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(@PDraftNo, 0) <> 0)
AND (BGC.[DraftNo] = IsNull(@PDraftNo, 0)))
OR ( (IsNull(@PDraftNo, 0) = 0)
AND (BGC.[BatchNo] = @PBatchNo))
end try
begin catch
SET @continue = 3
end catch
end
if (@continue = 0)
begin
begin try
DELETE BGG
from [dbo].[BGControl] BGC
INNER JOIN [dbo].[BGGroups] BGG
ON BGG.[BGControlID] = BGC.[Id]
WHERE ( (IsNull(@PDraftNo, 0) <> 0)
AND (BGC.[DraftNo] = IsNull(@PDraftNo, 0)))
OR ( (IsNull(@PDraftNo, 0) = 0)
AND (BGC.[BatchNo] = @PBatchNo))
end try
begin catch
SET @continue = 4
end catch
end
if (@continue = 0)
begin
begin try
DELETE BGC
from [dbo].[BGControl] BGC
WHERE ( (IsNull(@PDraftNo, 0) <> 0)
AND (BGC.[DraftNo] = IsNull(@PDraftNo, 0)))
OR ( (IsNull(@PDraftNo, 0) = 0)
AND (BGC.[BatchNo] = @PBatchNo))
end try
begin catch
SET @continue = 5
end catch
end
if (@continue = 0)
begin
begin try
IF (@PDraftNo Is Not Null)
BEGIN
-- In case an inconsistent Draft/Batch number combination was passed in,
-- or Batch Number was left NULL
SELECT @PBatchNo = IsNull([BATCHNO], 0)
FROM [dbo].[BILLHEADER] BIH
WHERE BIH.[DRAFTNO] = @PDraftNo
END
ELSE
BEGIN
-- Get the Bill Header details IF they are present
SELECT @PDraftNo = IsNull([DRAFTNO], 0)
FROM [dbo].[BILLHEADER] BIH
WHERE BIH.[BATCHNO] = @PBatchNo
AND IsNull(@PBatchNo, 0) <> 0
SET @PDraftNo = IsNull(@PDraftNo, 0)
END
end try
begin catch
SET @continue = 6
end catch
end
if (@continue = 0)
begin
begin try
IF (@PDraftNo <> 0)
BEGIN
INSERT INTO [dbo].[BGControl]
([ID],
[Date],
[TDate],
[ODate],
[TAmount],
[OAmount],
[Description],
[DRAFTNO],
[BATCHNO],
[ADDRESSEE],
[OURREF],
[YOURREF],
[MATTER])
SELECT @NewControlID,
getDate(),
convert(DATETIME, ISNULL(@PTimeRefDate, ISNULL(BIH.[WriteDown], getDate()))),
convert(DATETIME, ISNULL(@POutlayDate, ISNULL(BIH.[WriteDown], getDate()))),
IsNull(@PTimeRefAmount, 0),
IsNull(@POutlayAmount, 0),
'',
@PDraftNo,
BIH.[BATCHNO],
IsNull(BIH.[ADDRESSEE], ''),
IsNull(BIH.[OURREF], ''),
IsNull(BIH.[YOURREF], ''),
BIH.[Matter]
FROM [dbo].[BillHeader] BIH
WHERE BIH.[DraftNo] = @PDraftNo
SET @FeesGroupID = NEWID()
INSERT INTO [dbo].[BGGroups]
([ID],
[SeqNo],
[BGControlID],
[Narrative])
SELECT @FeesGroupID,
0,
@NewControlID,
'Total Fees'
FROM [dbo].[BillHeader] BIH
WHERE BIH.[DraftNo] = @PDraftNo
SET @OutlayGroupID = NEWID()
INSERT INTO [dbo].[BGGroups]
([ID],
[SeqNo],
[BGControlID],
[Narrative])
SELECT @OutlayGroupID,
1,
@NewControlID,
'Total Outlay'
FROM [dbo].[BillHeader] BIH
WHERE BIH.[DraftNo] = @PDraftNo
-- Fees
INSERT INTO [dbo].[BGDetail]
([ID],
[IncludeInBill],
[BGControlID],
[Seqno],
[BGGroupID],
[Type],
[Matter],
[FEEEARN],
[OUTLAYCODE],
[DATE],
[Narrative],
[InvoiceNo],
[Charge],
[BilledAmount],
[BillNow],
[OriginalID],
[ORGInvoiceNo],
[ORGIncludeInBill],
[ORGBILLINGDATE],
[ORGBILLINGYEAR],
[ORGBILLINGPERIOD],
[ORGAMOUNT])
SELECT NewId(),
1,
@NewControlID,
0,
@FeesGroupID,
'F' As [TYPE],
TIE.[Matter],
TIE.[FEEEARN],
convert(char(10), '') AS [OUTLAYCODE],
TIE.[DATE],
ISNULL(convert(varchar(1000), TIE.[COMMENT]), ''),
IsNull(TIE.[INVOICENO], 0) As InvoiceNo,
convert(decimal(19,2), TIE.[CHARGE]) As [CHARGE],
ISNULL(TIE.[BilledAmount], 0) AS [BilledAmount],
convert(decimal(19,2), TIE.[CHARGE]) - ISNULL(TIE.[BilledAmount], 0) As [BillNow],
TIE.[RecordID],
TIE.[INVOICENO],
TIE.[IncludeInBill],
TIE.[BILLINGDATE],
TIE.[BILLINGYEAR],
TIE.[BILLINGPERIOD],
TIE.[BilledAmount]
FROM [dbo].[BillHeader] BIH
INNER JOIN [dbo].[Matters] MAT
ON ( ( (RTRIM(ISNULL(MAT.[CompBillingMatter], '')) = BIH.[MATTER])
AND (RTRIM(ISNULL(MAT.[CompBillingMatter], '')) <> MAT.[MATTER]))
OR MAT.[Code] = BIH.[MATTER])
AND MAT.[Closed] <> 'Y'
INNER JOIN [dbo].[TimeEntry] TIE
LEFT OUTER JOIN [dbo].[Handlers] HAN
LEFT OUTER JOIN [dbo].[Handlers] TEA
ON TEA.[CODE] = HAN.[TEAM]
ON HAN.[CODE] = TIE.[FEEEARN]
ON TIE.[Matter] = MAT.[Code]
AND TIE.[REC_IRR] <> 'N'
AND TIE.[CHARGE] <> 0
AND ISNULL(TIE.[BilledAmount], 0) <> TIE.[CHARGE]
AND ISNULL(TIE.[DATE], getDate()) <= convert(DATETIME, ISNULL(@PTimeRefDate, ISNULL(BIH.[WriteDown], getDate())))
AND ISNULL(TIE.[IncludeInBill], 1) <> 2
AND TIE.[TIMEORCHARGE] IN ('T', 'C')
WHERE BIH.[DRAFTNO] = @PDraftNo
-- Outlay
INSERT INTO [dbo].[BGDetail]
([ID],
[IncludeInBill],
[BGControlID],
[Seqno],
[BGGroupID],
[Type],
[Matter],
[FEEEARN],
[OUTLAYCODE],
[DATE],
[Narrative],
[InvoiceNo],
[Charge],
[BilledAmount],
[BillNow],
[OriginalID],
[ORGInvoiceNo],
[ORGIncludeInBill],
[ORGBILLINGDATE],
[ORGBILLINGYEAR],
[ORGBILLINGPERIOD],
[ORGAMOUNT])
SELECT NewId(),
1,
@NewControlID,
0,
@OutlayGroupID,
'O' As [TYPE],
MAL.[Matter],
IsNull(HAN.[Code], '') AS [FEEEARN],
IsNull(BAD.[OUTLAYCODE], '') AS [OUTLAYCODE],
MAL.[DATE],
ISNULL(convert(varchar(1000), MAL.[NARR]), ''),
IsNull(MAL.[INVOICENO], 0) As InvoiceNo,
convert(decimal(19,2), IsNull(MAL.[VALUEO], 0)) As [CHARGE],
convert(decimal(19,2), ISNULL(MAL.[BilledOutlayValue], 0)) As [BilledAmount],
convert(decimal(19,2), IsNull(MAL.[VALUEO], 0)) - convert(decimal(19,2), ISNULL(MAL.[BilledOutlayValue], 0)) As [BillNow],
MAL.[LREF],
MAL.[INVOICENO],
ISNULL(MAL.[IncludeInBill], 1),
MAL.[BILLINGDATE],
MAL.[BILLINGYEAR],
MAL.[BILLINGPERIOD],
MAL.[BilledOutlayValue]
FROM [dbo].[BillHeader] BIH
INNER JOIN [dbo].[Matters] MAT
ON ( RTRIM(ISNULL(MAT.[CompBillingMatter], '')) = BIH.[MATTER]
OR MAT.[Code] = BIH.[MATTER])
AND MAT.[Closed] <> 'Y'
INNER JOIN [dbo].[MatterLedger] MAL
LEFT OUTER JOIN [dbo].[BatchDetails] BAD
LEFT OUTER JOIN [dbo].[OutlayCode] OLC
ON OLC.[CODE] = BAD.[OUTLAYCODE]
ON BAD.[PREF] = MAL.[PREF]
AND BAD.[BATCHNO] = MAL.[BATCHNO]
ON MAL.[Matter] = MAT.[Code]
AND IsNull(BAD.[TYPE], '') <> 'I'
AND MAL.[VALUEO] <> 0
AND convert(decimal(17,2), ISNULL(MAL.[BilledOutlayValue], 0)) <> convert(decimal(17,2), IsNull(MAL.[VALUEO], 0))
AND ISNULL(MAL.[DATE], getDate()) <= convert(DATETIME, ISNULL(@POutlayDate, ISNULL(BIH.[WriteDown], getDate())))
AND ISNULL(MAL.[IncludeInBill], 1) <> 2
LEFT OUTER JOIN [dbo].[Handlers] HAN
LEFT OUTER JOIN [dbo].[Handlers] TEA
ON TEA.[CODE] = HAN.[TEAM]
ON HAN.[CODE] = Case When IsNull(MAL.[FEE], '') = ''
THEN MAT.[FECODE]
ELSE MAL.[FEE] END
WHERE BIH.[DRAFTNO] = @PDraftNo
-- Delete the groups that contain no items
DELETE [BGG]
FROM [dbo].[BGGroups] AS [BGG]
INNER JOIN [dbo].[BGControl] AS [BGC]
ON [BGG].[BGControlID] = [BGC].[ID]
OUTER APPLY (SELECT COUNT(1) AS [Count]
FROM [dbo].[BGDetail] AS [BGD]
WHERE [BGD].[BGControlID] = [BGC].[ID]
AND [BGD].[BGGroupID] = [BGG].[ID]) AS [BGD]
WHERE [BGC].[DRAFTNO] = @PDraftNo
AND ISNULL([BGD].[Count], 0) = 0
-- Resequence groups
-- Use common table expression (CTE) to
-- create a small dataset of the groups
-- and their "row", starting at 0
;WITH [SequencedGroups] ([ControlID], [ID], [Row]) AS (
SELECT [BGC].[ID],
[BGG].[ID],
ROW_NUMBER() OVER (ORDER BY [BGG].[SeqNo]) - 1 -- Start at 0
FROM [dbo].[BGGroups] AS [BGG]
INNER JOIN [dbo].[BGControl] AS [BGC]
ON [BGG].[BGControlID] = [BGC].[ID]
WHERE [BGC].[DRAFTNO] = @PDraftNo)
UPDATE [BGG]
SET [BGG].[SeqNo] = [SG].[Row]
FROM [dbo].[BGGroups] AS [BGG]
INNER JOIN [SequencedGroups] AS [SG]
ON [BGG].[ID] = [SG].[ID]
AND [BGG].[BGControlID] = [SG].[ControlID]
END
ELSE
BEGIN
INSERT INTO [dbo].[BGControl]
([ID],
[Date],
[TDate],
[ODate],
[TAmount],
[OAmount],
[Description],
[DRAFTNO],
[BATCHNO],
[ADDRESSEE],
[OURREF],
[YOURREF],
[MATTER])
SELECT @NewControlID,
getDate(),
convert(DATETIME, ISNULL(@PTimeRefDate, ISNULL(BAH.[WriteDown], getDate()))),
convert(DATETIME, ISNULL(@POutlayDate, ISNULL(BAH.[WriteDown], getDate()))),
IsNull(@PTimeRefAmount, 0),
IsNull(@POutlayAmount, 0),
'',
IsNull(BIH.[DRAFTNO], 0),
BAH.[BATCHNO],
IsNull(BIH.[ADDRESSEE], ''),
IsNull(BIH.[OURREF], ''),
IsNull(BIH.[YOURREF], ''),
BAH.[Matter]
FROM [dbo].[BATCHH] BAH
LEFT OUTER JOIN [dbo].[BillHeader] BIH
ON BIH.[BATCHNO] = BAH.[BATCHNO]
WHERE BAH.[BATCHNO] = @PBATCHNo
SET @FeesGroupID = NEWID()
INSERT INTO [dbo].[BGGroups]
([ID],
[SeqNo],
[BGControlID],
[Narrative])
SELECT @FeesGroupID,
0,
@NewControlID,
'Total Fees'
FROM [dbo].[BillHeader] BIH
WHERE BIH.[DraftNo] = @PDraftNo
SET @OutlayGroupID = NEWID()
INSERT INTO [dbo].[BGGroups]
([ID],
[SeqNo],
[BGControlID],
[Narrative])
SELECT @OutlayGroupID,
1,
@NewControlID,
'Total Outlay'
FROM [dbo].[BillHeader] BIH
WHERE BIH.[DraftNo] = @PDraftNo
-- Fees
INSERT INTO [dbo].[BGDetail]
([ID],
[IncludeInBill],
[BGControlID],
[Seqno],
[BGGroupID],
[Type],
[Matter],
[FEEEARN],
[OUTLAYCODE],
[DATE],
[Narrative],
[InvoiceNo],
[Charge],
[BilledAmount],
[BillNow],
[OriginalID],
[ORGInvoiceNo],
[ORGIncludeInBill],
[ORGBILLINGDATE],
[ORGBILLINGYEAR],
[ORGBILLINGPERIOD],
[ORGAMOUNT])
SELECT NewId(),
1,
@NewControlID,
0,
BGG.[ID],
'F' As [TYPE],
TIE.[Matter],
TIE.[FEEEARN],
convert(char(10), '') AS [OUTLAYCODE],
TIE.[DATE],
ISNULL(convert(varchar(1000), TIE.[COMMENT]), ''),
IsNull(TIE.[INVOICENO], 0) As InvoiceNo,
convert(decimal(19,2), TIE.[CHARGE]) As [CHARGE],
ISNULL(TIE.[BilledAmount], 0) AS [BilledAmount],
convert(decimal(19,2), TIE.[CHARGE]) - ISNULL(TIE.[BilledAmount], 0) As [BillNow],
TIE.[RecordID],
TIE.[INVOICENO],
TIE.[IncludeInBill],
TIE.[BILLINGDATE],
TIE.[BILLINGYEAR],
TIE.[BILLINGPERIOD],
TIE.[BilledAmount]
FROM [dbo].[BatchH] BAH
INNER JOIN [dbo].[BGGroups] BGG
ON BGG.[BGControlID] = @NewControlID
AND BGG.[SeqNo] = 0
INNER JOIN [dbo].[Matters] MAT
ON ( ( (RTRIM(ISNULL(MAT.[CompBillingMatter], '')) = BAH.[MATTER])
AND (RTRIM(ISNULL(MAT.[CompBillingMatter], '')) <> MAT.[MATTER]))
OR MAT.[Code] = BAH.[MATTER])
AND MAT.[Closed] <> 'Y'
INNER JOIN [dbo].[TimeEntry] TIE
LEFT OUTER JOIN [dbo].[Handlers] HAN
LEFT OUTER JOIN [dbo].[Handlers] TEA
ON TEA.[CODE] = HAN.[TEAM]
ON HAN.[CODE] = TIE.[FEEEARN]
ON TIE.[Matter] = MAT.[Code]
AND TIE.[REC_IRR] <> 'N'
AND TIE.[CHARGE] <> 0
AND ISNULL(TIE.[BilledAmount], 0) <> TIE.[CHARGE]
AND ISNULL(TIE.[DATE], getDate()) <= convert(DATETIME, ISNULL(@PTimeRefDate, ISNULL(BAH.[WriteDown], getDate())))
AND ISNULL(TIE.[IncludeInBill], 1) <> 2
AND TIE.[TIMEORCHARGE] IN ('T', 'C')
WHERE BAH.[BATCHNO] = @PBatchNo
-- Outlay
INSERT INTO [dbo].[BGDetail]
([ID],
[IncludeInBill],
[BGControlID],
[Seqno],
[BGGroupID],
[Type],
[Matter],
[FEEEARN],
[OUTLAYCODE],
[DATE],
[Narrative],
[InvoiceNo],
[Charge],
[BilledAmount],
[BillNow],
[OriginalID],
[ORGInvoiceNo],
[ORGIncludeInBill],
[ORGBILLINGDATE],
[ORGBILLINGYEAR],
[ORGBILLINGPERIOD],
[ORGAMOUNT])
SELECT NewId(),
1,
@NewControlID,
0,
BGG.[ID],
'O' As [TYPE],
MAL.[Matter],
IsNull(HAN.[Code], '') AS [FEEEARN],
IsNull(BAD.[OUTLAYCODE], '') AS [OUTLAYCODE],
MAL.[DATE],
ISNULL(convert(varchar(1000), MAL.[NARR]), ''),
IsNull(MAL.[INVOICENO], 0) As InvoiceNo,
convert(decimal(19,2), IsNull(MAL.[VALUEO], 0)) As [CHARGE],
convert(decimal(19,2), ISNULL(MAL.[BilledOutlayValue], 0)) As [BilledAmount],
convert(decimal(19,2), IsNull(MAL.[VALUEO], 0)) - convert(decimal(19,2), ISNULL(MAL.[BilledOutlayValue], 0)) As [BillNow],
MAL.[LREF],
MAL.[INVOICENO],
ISNULL(MAL.[IncludeInBill], 1),
MAL.[BILLINGDATE],
MAL.[BILLINGYEAR],
MAL.[BILLINGPERIOD],
MAL.[BilledOutlayValue]
FROM [dbo].[BatchH] BAH
INNER JOIN [dbo].[BGGroups] BGG
ON BGG.[BGControlID] = @NewControlID
AND BGG.[SeqNo] = 0
INNER JOIN [dbo].[Matters] MAT
ON ( RTRIM(ISNULL(MAT.[CompBillingMatter], '')) = BAH.[MATTER]
OR MAT.[Code] = BAH.[MATTER])
AND MAT.[Closed] <> 'Y'
INNER JOIN [dbo].[MatterLedger] MAL
LEFT OUTER JOIN [dbo].[BatchDetails] BAD
INNER JOIN [dbo].[OutlayCode] OLC
ON OLC.[CODE] = BAD.[OUTLAYCODE]
ON BAD.[PREF] = MAL.[PREF]
AND BAD.[BATCHNO] = MAL.[BATCHNO]
ON MAL.[Matter] = MAT.[Code]
AND MAL.[VALUEO] <> 0
AND convert(decimal(17,2), ISNULL(MAL.[BilledOutlayValue], 0)) <> convert(decimal(17,2), IsNull(MAL.[VALUEO], 0))
AND ISNULL(MAL.[DATE], getDate()) <= convert(DATETIME, ISNULL(@POutlayDate, ISNULL(BAH.[WriteDown], getDate())))
AND ISNULL(MAL.[IncludeInBill], 1) <> 2
LEFT OUTER JOIN [dbo].[Handlers] HAN
LEFT OUTER JOIN [dbo].[Handlers] TEA
ON TEA.[CODE] = HAN.[TEAM]
ON HAN.[CODE] = Case When IsNull(MAL.[FEE], '') = ''
THEN MAT.[FECODE]
ELSE MAL.[FEE] END
WHERE BAH.[BATCHNO] = @PBatchNo
END
end try
begin catch
SET @continue = 7
end catch
end
if (@continue = 0)
begin
begin try
INSERT
INTO @RSQ
([UNID])
SELECT [ID]
FROM [dbo].[BGDetail]
WHERE [BGControlID] = @NewControlID
ORDER BY [Type],
RTRIM(IsNull([Matter], '')),
IsNull(convert(varchar, [Date], 121), ''),
Narrative,
OriginalID
end try
begin catch
SET @continue = 8
end catch
end
if (@continue = 0)
begin
begin try
UPDATE BGD
SET BGD.[Seqno] = RSQ.[ID]
FROM @RSQ RSQ
INNER JOIN [dbo].[BGDetail] BGD
ON BGD.[ID] = RSQ.[UNID]
WHERE BGD.[BGControlID] = @NewControlID
end try
begin catch
SET @continue = 9
end catch
end
if (@continue = 0)
begin
begin try
UPDATE BGD
SET BGD.[BillNow] = 0,
BGD.[IncludeInBill] = 0
from [dbo].[BGDetail] BGD
CROSS APPLY (SELECT ISNULL(SUM(BGDO.[BillNow]), 0) AS [BilledPreviously]
FROM [dbo].[BGDetail] BGDO
INNER JOIN [dbo].[BGControl] BGCO
LEFT OUTER JOIN [dbo].[BillHeader] BHO
ON BHO.[DRAFTNO] = BGCO.[DRAFTNO]
ON BGCO.[ID] = BGDO.[BGControlID]
WHERE BGDO.[Type] = BGD.[Type]
AND BGDO.[OriginalID] = BGD.[OriginalID]
AND ISNULL(BGDO.[OriginalID], 0) <> 0
AND BGDO.[BGControlID] <> @NewControlID
AND ISNULL(BHO.[BILLNO], 0) = 0) BO
where BGD.[BGControlID] = @NewControlID
and BO.[BilledPreviously] <> 0
end try
begin catch
SET @continue = 11
end catch
end
if (@continue = 0)
begin
begin try
UPDATE BGDT
SET BGDT.[BillNow] =
CASE WHEN BGCT.[TAmount] = 0
THEN BGDT.[BillNow]
WHEN IsNull(LSTB.[TotalBilled], 0) + BGDT.[BillNow] <= BGCT.[TAmount]
THEN BGDT.[BillNow]
WHEN IsNull(LSTB.[TotalBilled], 0) > BGCT.[TAmount]
THEN 0
ELSE BGCT.[TAmount] - IsNull(LSTB.[TotalBilled], 0) END
from ( select BGC.[id] AS [BGControlID],
BGD.[id],
IsNull(SUM(IsNull(BGD2.[BillNow], 0)), 0) As TotalBilled
from [dbo].[BGControl] BGC
INNER JOIN [dbo].[BGGroups] BGG
INNER JOIN [dbo].[BGDetail] BGD
LEFT OUTER JOIN [dbo].[BGDetail] BGD2
INNER JOIN [dbo].[BGGroups] BGG2
ON BGG2.[ID] = BGD2.[BGGroupID]
ON BGD2.[BGControlID] = BGD.[BGControlID]
AND BGD2.[Type] = BGD.[Type]
AND ( BGD2.[DATE] < BGD.[DATE]
OR ( BGD2.[DATE] = BGD.[DATE]
AND BGD2.[Narrative] < BGD.[Narrative])
OR ( BGD2.[DATE] = BGD.[DATE]
AND BGD2.[Narrative] = BGD.[Narrative]
AND BGD2.[ID] < BGD.[ID]))
ON BGD.[BGGroupID] = BGG.[id]
AND BGD.[TYPE] = 'F'
ON BGG.[BGControlID] = BGC.[id]
where BGC.[id] = @NewControlID
GROUP BY BGC.[id],
BGG.[seqno],
BGD.[id]) LSTB
INNER JOIN [dbo].[BGControl] BGCT
ON BGCT.[id] = LSTB.[BGControlID]
INNER JOIN [dbo].[BGDetail] BGDT
ON BGDT.[id] = LSTB.[id]
UPDATE BGDT
SET BGDT.[BillNow] =
CASE WHEN BGCT.[OAmount] = 0
THEN BGDT.[BillNow]
WHEN IsNull(LSTB.[TotalBilled], 0) + BGDT.[BillNow] <= BGCT.[OAmount]
THEN BGDT.[BillNow]
WHEN IsNull(LSTB.[TotalBilled], 0) > BGCT.[OAmount]
THEN 0
ELSE BGCT.[OAmount] - IsNull(LSTB.[TotalBilled], 0) END
from ( select BGC.[id] AS [BGControlID],
BGD.[id],
IsNull(SUM(IsNull(BGD2.[BillNow], 0)), 0) As TotalBilled
from [dbo].[BGControl] BGC
INNER JOIN [dbo].[BGGroups] BGG
INNER JOIN [dbo].[BGDetail] BGD
LEFT OUTER JOIN [dbo].[BGDetail] BGD2
ON BGD2.[BGControlID] = BGD.[BGControlID]
AND BGD2.[Type] = BGD.[Type]
AND ( BGD2.[DATE] < BGD.[DATE]
OR ( BGD2.[DATE] = BGD.[DATE]
AND BGD2.[Narrative] < BGD.[Narrative])
OR ( BGD2.[DATE] = BGD.[DATE]
AND BGD2.[Narrative] = BGD.[Narrative]
AND BGD2.[ID] < BGD.[ID]))
ON BGD.[BGGroupID] = BGG.[id]
AND BGD.[TYPE] = 'O'
ON BGG.[BGControlID] = BGC.[id]
where BGC.[id] = @NewControlID
GROUP BY BGC.[id],
BGG.[seqno],
BGD.[id]) LSTB
INNER JOIN [dbo].[BGControl] BGCT
ON BGCT.[id] = LSTB.[BGControlID]
INNER JOIN [dbo].[BGDetail] BGDT
ON BGDT.[id] = LSTB.[id]
end try
begin catch
SET @continue = 10
end catch
end
IF (@continue = 0)
COMMIT
ELSE
ROLLBACK
END
GO
SET NOEXEC OFF
GO
--Consistency improvement. Remove earlier version named KAAS_NETBG(etc)
IF OBJECT_ID(N'KAAS_NETBGListGroupDrillEntries', N'P') IS NOT NULL
BEGIN
DROP PROCEDURE [dbo].[KAAS_NETBGListGroupDrillEntries]
END
IF [dbo].[ISSAM4]() = 1
BEGIN
SET NOEXEC ON
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_BGListGroupDrillEntries'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_BGListGroupDrillEntries]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_BGListGroupDrillEntries]
(@GroupID UNIQUEIDENTIFIER)
AS
/******************************************************************
* KAAS_BGListGroupDrillEntries
* This procedure is used to call the function KAAS_BGListGroupDrillEntries
* This is what the WinDev billing guide program runs when drilling
* down into a group
*
* Modification History:
* 2021-04-16 John Ginnane Created
* 2024-03-26 Pino Carafa imported to KAAS
* 2024-03-28 Pino Carafa Corrected Parameter Type
*
******************************************************************/
BEGIN
SET NOCOUNT ON
SELECT [BGDE].[IncludeInBill],
[BGDE].[Type],
[BGDE].[MATTER],
[BGDE].[FEEEARN],
[BGDE].[OUTLAYCODE],
[BGDE].[OUTLAYDESCRIPTION],
[BGDE].[HANDLERNAME],
[BGDE].[TEAMNAME],
[BGDE].[DATE],
[BGDE].[COMMENT],
[BGDE].[InvoiceNo],
[BGDE].[CHARGE],
[BGDE].[ORIGINALCHARGE],
[BGDE].[BilledAmount],
[BGDE].[LeftToBill],
[BGDE].[BillNow],
[BGDE].[SeqNo],
[BGDE].[ItemID],
[BGDE].[OriginalID],
[BGD].[DATE] AS [UNFDate],
ISNULL([TIE].[task], '') AS [task],
RTRIM(ISNULL([TT].[DESC], '')) AS [TaskDescription]
FROM [dbo].[KAAS_BGIFListGroupDrillEntries](@GroupID) AS [BGDE]
INNER JOIN [dbo].[BGDetail] AS [BGD]
ON BGD.[ID] = [BGDE].[ItemID]
LEFT OUTER JOIN [dbo].[TimeEntry] AS [TIE]
INNER JOIN [dbo].[TasksCodes] AS [TT]
ON TT.[CODE] = TIE.[TASK]
ON BGDE.[Type] = 'F'
AND TIE.[RECORDID] = BGD.[OriginalID]
ORDER BY [BGDE].[SeqNo]
SET NOCOUNT OFF
END
GO
SET NOEXEC OFF
GO
IF [dbo].[ISSAM4]() = 1
BEGIN
SET NOEXEC ON
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_BGListGroupedEntries'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_BGListGroupedEntries]
END
GO
CREATE PROCEDURE [dbo].[KAAS_BGListGroupedEntries] (
@BGControlID INT)
AS
/******************************************************************
* KAAS_BGListGroupedEntries
* This procedure is used to call the function KAAS_BGListGroupedEntries
* which returns the list of groups for a specified billing guide
*
* Modification History:
* 2020-07-31 John Ginnane KEYD-6681 - Created
* 2024-03-26 Pino Carafa Imported into KAAS
*
******************************************************************/
BEGIN
SET NOCOUNT ON
SELECT [IncludeInBill],
[Type],
[MATTER],
[FEEEARN],
[OUTLAYCODE],
[OUTLAYDESCRIPTION],
[HANDLERNAME],
[TEAMNAME],
[DATE],
[COMMENT],
[InvoiceNo],
[CHARGE],
[ORIGINALCHARGE],
[BilledAmount],
[LeftToBill],
[BillNow],
[GroupNumber],
[NumberOfDetailItems],
[Grouped],
[GroupID]
FROM [dbo].[KAAS_BGIFListGroupedEntries](@BGControlID) AS [BGE]
ORDER BY CASE WHEN BGE.[Type] = 'F'
THEN 0
ELSE 1 END,
BGE.[GroupNumber]
SET NOCOUNT OFF
END
GO
SET NOEXEC OFF
GO
--Consistency Improvement, rename all BG procedures KAAS_BG... rather than having the BG suffix at the end
--So remove the copy with the old name
IF OBJECT_ID(N'KAAS_MoveGroupBG', N'P') IS NOT NULL
BEGIN
DROP PROCEDURE [dbo].[KAAS_MoveGroupBG]
END
GO
IF OBJECT_ID(N'KAAS_BGMoveGroup', N'P') IS NOT NULL
BEGIN
DROP PROCEDURE [dbo].[KAAS_BGMoveGroup]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_BGMoveGroup]
(@ControlID int,
@NewGroupID UNIQUEIDENTIFIER,
@OldGroupID UNIQUEIDENTIFIER)
AS
/***************************************************************************
*
* KAAS_BGMoveGroup
* Rewritten 2014-09-12 to improve efficiency and prevent deadlocks
* Moves all Billing Guide Detail lines from the old group to the new one
*
* ????-??-?? ????? Created
* 2021-05-06 John Ginnane Added to repo
* 2024-03-26 Pino Carafa Imported into KAAS
* 2024-03-28 Pino Carafa Corrected Parameter Types
*
***************************************************************************/
BEGIN
DECLARE @MaxSeqNo int
DECLARE @reorder TABLE
([seqno] int identity(1, 1),
[ID] uniqueidentifier)
SELECT @MaxSeqNo = IsNull(Max(BGDMAX.[SeqNo]), 0)
FROM [dbo].[BGDetail] BGDMAX
WHERE BGDMAX.[BGGroupID] = @NewGroupID
UPDATE BGD
SET BGD.[BGGroupID] = @NewGroupID,
BGD.[SeqNo] = @MaxSeqNo + BGD.SeqNo
FROM [dbo].[BGDetail] BGD
WHERE BGD.[BGGroupID] = @OldGroupID
/* Remove orphaned groups */
DELETE BGG
FROM [dbo].[BGGroups] BGG
LEFT OUTER JOIN [dbo].[BGDetail] BGD
ON BGD.[BGGroupID] = BGG.[ID]
WHERE BGG.[BGControlID] = @ControlID
AND BGD.[ID] IS NULL
INSERT
INTO @reorder
([ID])
SELECT [ID]
FROM [dbo].[BGGroups]
WHERE [BGControlID] = @ControlID
ORDER BY [SeqNo]
UPDATE BGG
SET BGG.[SeqNo] = RGB.[seqno]
FROM @reorder RGB
INNER JOIN [dbo].[BGGroups] BGG
ON BGG.[ID] = RGB.[ID]
DELETE @reorder
INSERT
INTO @reorder
([ID])
SELECT [ID]
FROM [dbo].[BGDetail]
WHERE [BGGroupID] = @NewGroupID
ORDER BY [Type],
RTRIM(IsNull([Matter], '')),
IsNull(convert(varchar, [Date], 121), ''),
Narrative,
OriginalID
UPDATE BGD
SET BGD.[SeqNo] = RGB.[seqno]
FROM @reorder RGB
INNER JOIN [dbo].[BGDetail] BGD
ON BGD.[ID] = RGB.[ID]
END
GO
--Consistency Improvement, rename all BG procedures KAAS_BG... rather than having the BG suffix at the end
--So remove the copy with the old name
IF OBJECT_ID(N'KAAS_NewGroupBG', N'P') IS NOT NULL
BEGIN
DROP PROCEDURE [dbo].[KAAS_NewGroupBG]
END
GO
IF OBJECT_ID(N'KAAS_BGNewGroup', N'P') IS NOT NULL
BEGIN
DROP PROCEDURE [dbo].[KAAS_BGNewGroup]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_BGNewGroup]
(@ControlID int,
@Narrative varchar(255))
AS
/***************************************************************************
*
* KAAS_BGNewGroup
* Rewritten 2014-09-12 to improve efficiency and prevent deadlocks
* re-numbers the sequence numbers in a Billing Guide Group so that they
* are contiguously numbered 1, 2, 3, etc.
*
* ????-??-?? ????? Created
* 2021-05-05 John Ginnane Added to repo
* 2024-03-26 Pino Carafa Imported into KAAS
* 2024-05-24 Balamurugan C Retured created NewID
***************************************************************************/
BEGIN
DECLARE @NewID as uniqueidentifier
/* Remove orphaned groups */
DELETE BGG
FROM [dbo].[BGGroups] BGG
LEFT OUTER JOIN [dbo].[BGDetail] BGD
ON BGD.[BGGroupID] = BGG.[ID]
WHERE BGG.[BGControlID] = @ControlID
AND BGD.[ID] IS NULL
SET @NewID = NewID()
INSERT
INTO [dbo].[BGGroups]
([ID],
[SeqNo],
[BGControlID],
[Narrative])
SELECT @NewId,
IsNull(Max(BGG.[SeqNo]), 0) + 1,
BGC.[ID],
@Narrative
FROM [dbo].[BGControl] BGC
LEFT OUTER JOIN [dbo].[BGGroups] BGG
ON BGG.[BGControlID] = BGC.[ID]
WHERE BGC.[ID] = @ControlID
GROUP BY BGC.[ID],
BGC.[Matter]
EXEC [dbo].[KAAS_BGReorderGroup] @ControlID
SELECT CONVERT(VARCHAR(100), @NewID)
END
GO
--Consistency Improvement, rename all BG procedures KAAS_BG... rather than having the BG suffix at the end
--So remove the copy with the old name
IF OBJECT_ID(N'KAAS_QuickGroupBG', N'P') IS NOT NULL
BEGIN
DROP PROCEDURE [dbo].[KAAS_QuickGroupBG]
END
GO
IF OBJECT_ID(N'KAAS_BGQuickGroup', N'P') IS NOT NULL
BEGIN
DROP PROCEDURE [dbo].[KAAS_BGQuickGroup]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_BGQuickGroup]
(@ControlID int,
@GroupType varchar(1),
@GroupHandler varchar(10),
@GroupOutlay varchar(10),
@GroupMatterCode varchar(20),
@GroupNarrative varchar(1000),
@NewGroupNarr varchar(1000))
AS
/***************************************************************************
*
* KAAS_BGQuickGroup
* Rewritten 2014-09-12 to improve efficiency and prevent deadlocks
* Groups Billing Guide Detail lines to a new Billing Guide Groups and makes
* sure the sequence numbers of all groups and all BGDetail lines remain
* contiguously numbered 1, 2, 3, etc
*
* ????-??-?? ????? Created
* 2021-05-04 John Ginnane Added to repo
* 2024-03-26 Pino Carafa Imported into KAAS
* 2024-03-28 Pino Carafa Corrected parameter size and name
*
***************************************************************************/
BEGIN
DECLARE @GroupID uniqueidentifier
DECLARE @reseqbgd TABLE
([seqno] int identity(1, 1),
[before] int,
[oldseqno] int,
[groupseq] int,
[ID] uniqueidentifier,
[BGGroupID] uniqueidentifier)
DECLARE @reorder TABLE
([seqno] int identity(1, 1),
[ID] uniqueidentifier)
EXEC [dbo].[KAAS_BGNewGroup]
@ControlID,
@NewGroupNarr
SELECT @GroupID = BGG.[ID]
FROM (SELECT MAX([SeqNo]) as [SeqNo]
FROM [dbo].[BGGroups] BGM
WHERE BGM.[BGControlID] = @ControlID) MX
INNER JOIN [dbo].[BGGroups] BGG
ON BGG.[BGControlID] = @ControlID
AND BGG.[SeqNo] = MX.[SeqNo]
UPDATE BGD
SET BGD.[BGGroupID] = @GroupID
FROM [dbo].[BGDetail] BGD
WHERE BGD.[BGControlID] = @ControlID
AND ( BGD.[Type] = IsNull(@GroupType, '')
OR IsNull(@GroupType, '') = '')
AND ( IsNull(BGD.[FEEEARN], '') = IsNull(@GroupHandler, '')
OR IsNull(@GroupHandler, '') = '')
AND ( IsNull(BGD.[MATTER], '') = IsNull(@GroupMatterCode, '')
OR IsNull(@GroupMatterCode, '') = '')
AND ( IsNull(BGD.[OUTLAYCODE], '') = IsNull(@GroupOutlay, '')
OR IsNull(@GroupOutlay, '') = '')
AND ( IsNull(BGD.[Narrative], '') = IsNull(@GroupNarrative, '')
OR IsNull(@GroupNarrative, '') = '')
/* Remove orphaned groups */
DELETE BGG
FROM [dbo].[BGGroups] BGG
LEFT OUTER JOIN [dbo].[BGDetail] BGD
ON BGD.[BGGroupID] = BGG.[ID]
WHERE BGG.[BGControlID] = @ControlID
AND BGD.[ID] IS NULL
INSERT
INTO @reseqbgd
([ID],
[BGGroupID],
[oldseqno])
SELECT BGD.[ID],
BGD.[BGGroupID],
BGD.[Seqno]
FROM [dbo].[BGDetail] BGD
WHERE BGD.[BGControlID] = 2814
ORDER BY BGD.[BGGroupID],
BGD.[Type],
RTRIM(IsNull(BGD.[Matter], '')),
IsNull(convert(varchar, BGD.[Date], 121), ''),
BGD.[Narrative],
BGD.[OriginalID]
UPDATE RSQ
SET RSQ.[groupseq] = RT.[TOTAL] + 1
FROM @reseqbgd RSQ
CROSS APPLY (SELECT COUNT(DISTINCT BGGroupID) AS [TOTAL]
FROM @reseqbgd RSQG
WHERE RSQG.[seqno] < RSQ.[seqno]
AND RSQG.[BGGroupID] <> RSQ.[BGGroupID]) RT
UPDATE RSQ
SET RSQ.[before] = RT.[TOTAL]
FROM @reseqbgd RSQ
CROSS APPLY (SELECT COUNT(1) AS [TOTAL]
FROM @reseqbgd RSQG
WHERE RSQG.[groupseq] < RSQ.[groupseq]) RT
UPDATE BGD
SET BGD.[Seqno] = RSQ.[seqno] - RSQ.[before]
FROM @reseqbgd RSQ
INNER JOIN [dbo].[BGDetail] BGD
ON BGD.[ID] = RSQ.[ID]
INSERT
INTO @reorder
([ID])
SELECT [ID]
FROM [dbo].[BGGroups]
WHERE [BGControlID] = @ControlID
ORDER BY [SeqNo]
UPDATE BGG
SET BGG.[SeqNo] = RGB.[seqno]
FROM @reorder RGB
INNER JOIN [dbo].[BGGroups] BGG
ON BGG.[ID] = RGB.[ID]
END
GO
--Consistency Improvement, rename all BG procedures KAAS_BG... rather than having the BG suffix at the end
--So remove the copy with the old name
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = 'KAAS_RefreshBG'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_RefreshBG]
END
GO
if [dbo].[IsSam4]() = 1
BEGIN
SET NOEXEC ON
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = 'KAAS_BGRefresh'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_BGRefresh]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_BGRefresh]
(@PDraftNo int,
@PBatchNo int,
@PTimeRefDate DATETIME,
@POutlayDate DATETIME,
@PTimeRefAmount money,
@POutlayAmount money)
AS
/****************************************************************************************
*
* [dbo].[KAAS_BGRefresh]
* Refresh Billing Guide
* 2024-03-26 Pino Carafa Imported into KAAS
*
***************************************************************************************/
BEGIN
DECLARE @continue int
DECLARE @CurrBGC int
DECLARE @NewGroupID uniqueidentifier
DECLARE @BGC TABLE
([Date] datetime not null,
[TDate] datetime not null,
[ODate] datetime not null,
[Description] varchar(255) not null,
[DRAFTNO] int not null,
[BATCHNO] int not null,
[ADDRESSEE] varchar(400) not null,
[OURREF] varchar(15) not null,
[YOURREF] varchar(20) not null,
[MATTER] varchar(17) not null,
[IsAdhoc] int default 0 not null,
[OAmount] money default 0 not null,
[TAmount] money default 0 not null)
DECLARE @BGG TABLE
([Narrative] varchar(1000) not null)
DECLARE @BGD TABLE
([ID] uniqueidentifier not null,
[IncludeInBill] int not null,
[Seqno] int not null,
[Type] varchar(1) not null,
[Matter] varchar(11) null,
[FEEEARN] varchar(5) null,
[OUTLAYCODE] varchar(10) null,
[DATE] datetime not null,
[Narrative] varchar(1000) not null,
[InvoiceNo] int not null,
[Charge] decimal(19, 2) not null,
[BilledAmount] decimal(19, 2) not null,
[BillNow] decimal(19, 2) not null,
[OriginalID] int not null,
[ORGInvoiceNo] int null,
[ORGIncludeInBill] int null,
[ORGBILLINGDATE] datetime null,
[ORGBILLINGYEAR] int null,
[ORGBILLINGPERIOD] int null,
[ORGAMOUNT] decimal(17, 2) null,
[PaidNow] decimal(19, 2) default 0 not null)
declare @RSQN table
([ID] int identity(1, 1),
[UNID] uniqueidentifier)
declare @RSQN2 table
([ID] int identity(1, 1),
[MAXID] int,
[GROUPSEQ] int,
[GROUPID] uniqueidentifier,
[UNID] uniqueidentifier)
BEGIN TRANSACTION
SET @continue = 0
if (@continue = 0)
begin
begin try
IF (@PDraftNo Is Not Null)
BEGIN
-- In case an inconsistent Draft/Batch number combination was passed in,
-- or Batch Number was left NULL
SELECT @PBatchNo = IsNull([BATCHNO], 0)
FROM [dbo].[BILLHEADER] BIH
WHERE BIH.[DRAFTNO] = @PDraftNo
END
ELSE
BEGIN
-- Get the Bill Header details IF they are present
SELECT @PDraftNo = IsNull([DRAFTNO], 0)
FROM [dbo].[BILLHEADER] BIH
WHERE BIH.[BATCHNO] = @PBatchNo
AND IsNull(@PBatchNo, 0) <> 0
SET @PDraftNo = IsNull(@PDraftNo, 0)
END
end try
begin catch
SET @continue = 1
end catch
end
if (@continue = 0)
begin
begin try
IF (@PDraftNo <> 0)
BEGIN
INSERT
INTO @BGC
([Date],
[TDate],
[ODate],
[TAmount],
[OAmount],
[Description],
[DRAFTNO],
[BATCHNO],
[ADDRESSEE],
[OURREF],
[YOURREF],
[MATTER])
SELECT getDate(),
convert(DATETIME, ISNULL(@PTimeRefDate, ISNULL(BIH.[WriteDown], getDate()))),
convert(DATETIME, ISNULL(@POutlayDate, ISNULL(BIH.[WriteDown], getDate()))),
IsNull(@PTimeRefAmount, 0),
IsNull(@POutlayAmount, 0),
'',
@PDraftNo,
BIH.[BATCHNO],
IsNull(BIH.[ADDRESSEE], ''),
IsNull(BIH.[OURREF], ''),
IsNull(BIH.[YOURREF], ''),
BIH.[Matter]
FROM [dbo].[BillHeader] BIH
WHERE BIH.[DraftNo] = @PDraftNo
INSERT
INTO @BGG
([Narrative])
SELECT 'NEW'
FROM [dbo].[BillHeader] BIH
WHERE BIH.[DraftNo] = @PDraftNo
INSERT
INTO @BGD
([ID],
[IncludeInBill],
[Seqno],
[Type],
[Matter],
[FEEEARN],
[OUTLAYCODE],
[DATE],
[Narrative],
[InvoiceNo],
[Charge],
[BilledAmount],
[BillNow],
[OriginalID],
[ORGInvoiceNo],
[ORGIncludeInBill],
[ORGBILLINGDATE],
[ORGBILLINGYEAR],
[ORGBILLINGPERIOD],
[ORGAMOUNT])
SELECT NewID(),
1,
0,
'F' As [TYPE],
TIE.[Matter],
TIE.[FEEEARN],
convert(char(10), '') AS [OUTLAYCODE],
TIE.[DATE],
convert(varchar(1000), TIE.[COMMENT]),
IsNull(TIE.[INVOICENO], 0) As InvoiceNo,
convert(decimal(19,2), TIE.[CHARGE]) As [CHARGE],
ISNULL(TIE.[BilledAmount], 0) AS [BilledAmount],
convert(decimal(19,2), TIE.[CHARGE]) - ISNULL(TIE.[BilledAmount], 0) As [BillNow],
TIE.[RecordID],
TIE.[INVOICENO],
TIE.[IncludeInBill],
TIE.[BILLINGDATE],
TIE.[BILLINGYEAR],
TIE.[BILLINGPERIOD],
TIE.[BilledAmount]
FROM [dbo].[BillHeader] BIH
CROSS APPLY @BGG BGG
INNER JOIN [dbo].[Matters] MAT
ON ( ( (RTRIM(ISNULL(MAT.[CompBillingMatter], '')) = BIH.[MATTER])
AND (RTRIM(ISNULL(MAT.[CompBillingMatter], '')) <> MAT.[MATTER]))
OR MAT.[Code] = BIH.[MATTER])
INNER JOIN [dbo].[TimeEntry] TIE
LEFT OUTER JOIN [dbo].[Handlers] HAN
LEFT OUTER JOIN [dbo].[Handlers] TEA
ON TEA.[CODE] = HAN.[TEAM]
ON HAN.[CODE] = TIE.[FEEEARN]
ON TIE.[Matter] = MAT.[Code]
AND TIE.[REC_IRR] <> 'N'
AND TIE.[CHARGE] <> 0
AND ISNULL(TIE.[BilledAmount], 0) <> TIE.[CHARGE]
AND ISNULL(TIE.[DATE], getDate()) <= convert(DATETIME, ISNULL(@PTimeRefDate, ISNULL(BIH.[WriteDown], getDate())))
AND ISNULL(TIE.[IncludeInBill], 1) <> 2
AND TIE.[TIMEORCHARGE] IN ('T', 'C')
WHERE BIH.[DRAFTNO] = @PDraftNo
INSERT
INTO @bgd
([ID],
[IncludeInBill],
[Seqno],
[Type],
[Matter],
[FEEEARN],
[OUTLAYCODE],
[DATE],
[Narrative],
[InvoiceNo],
[Charge],
[BilledAmount],
[BillNow],
[OriginalID],
[ORGInvoiceNo],
[ORGIncludeInBill],
[ORGBILLINGDATE],
[ORGBILLINGYEAR],
[ORGBILLINGPERIOD],
[ORGAMOUNT])
SELECT NewID(),
1,
0,
'O' As [TYPE],
MAL.[Matter],
IsNull(HAN.[Code], '') AS [FEEEARN],
IsNull(BAD.[OUTLAYCODE], '') AS [OUTLAYCODE],
MAL.[DATE],
convert(varchar(1000), MAL.[NARR]),
IsNull(MAL.[INVOICENO], 0) As InvoiceNo,
convert(decimal(19,2), IsNull(MAL.[VALUEO], 0)) As [CHARGE],
convert(decimal(19,2), ISNULL(MAL.[BilledOutlayValue], 0)) As [BilledAmount],
convert(decimal(19,2), IsNull(MAL.[VALUEO], 0)) - convert(decimal(19,2), ISNULL(MAL.[BilledOutlayValue], 0)) As [BillNow],
MAL.[LREF],
MAL.[INVOICENO],
ISNULL(MAL.[IncludeInBill], 1),
MAL.[BILLINGDATE],
MAL.[BILLINGYEAR],
MAL.[BILLINGPERIOD],
MAL.[BilledOutlayValue]
FROM [dbo].[BillHeader] BIH
CROSS APPLY @BGG BGG
INNER JOIN [dbo].[Matters] MAT
ON ( RTRIM(ISNULL(MAT.[CompBillingMatter], '')) = BIH.[MATTER]
OR MAT.[Code] = BIH.[MATTER])
INNER JOIN [dbo].[MatterLedger] MAL
LEFT OUTER JOIN [dbo].[BatchDetails] BAD
LEFT OUTER JOIN [dbo].[OutlayCode] OLC
ON OLC.[CODE] = BAD.[OUTLAYCODE]
ON BAD.[PREF] = MAL.[PREF]
AND BAD.[BATCHNO] = MAL.[BATCHNO]
ON MAL.[Matter] = MAT.[Code]
AND IsNull(BAD.[TYPE], '') <> 'I'
AND MAL.[VALUEO] <> 0
AND convert(decimal(17,2), ISNULL(MAL.[BilledOutlayValue], 0)) <> convert(decimal(17,2), IsNull(MAL.[VALUEO], 0))
AND ISNULL(MAL.[DATE], getDate()) <= convert(DATETIME, ISNULL(@POutlayDate, ISNULL(BIH.[WriteDown], getDate())))
AND ISNULL(MAL.[IncludeInBill], 1) <> 2
LEFT OUTER JOIN [dbo].[Handlers] HAN
LEFT OUTER JOIN [dbo].[Handlers] TEA
ON TEA.[CODE] = HAN.[TEAM]
ON HAN.[CODE] = Case When IsNull(MAL.[FEE], '') = ''
THEN MAT.[FECODE]
ELSE MAL.[FEE] END
WHERE BIH.[DRAFTNO] = @PDraftNo
END
ELSE
BEGIN
INSERT
INTO @BGC
([Date],
[TDate],
[ODate],
[TAmount],
[OAmount],
[Description],
[DRAFTNO],
[BATCHNO],
[ADDRESSEE],
[OURREF],
[YOURREF],
[MATTER])
SELECT getDate(),
convert(DATETIME, ISNULL(@PTimeRefDate, ISNULL(BAH.[WriteDown], getDate()))),
convert(DATETIME, ISNULL(@POutlayDate, ISNULL(BAH.[WriteDown], getDate()))),
IsNull(@PTimeRefAmount, 0),
IsNull(@POutlayAmount, 0),
'',
IsNull(BIH.[DRAFTNO], 0),
BAH.[BATCHNO],
IsNull(BIH.[ADDRESSEE], ''),
IsNull(BIH.[OURREF], ''),
IsNull(BIH.[YOURREF], ''),
BAH.[Matter]
FROM [dbo].[BATCHH] BAH
LEFT OUTER JOIN [dbo].[BillHeader] BIH
ON BIH.[BATCHNO] = BAH.[BATCHNO]
WHERE BAH.[BATCHNO] = @PBATCHNo
INSERT
INTO @BGG
([Narrative])
SELECT 'NEW'
FROM [dbo].[BATCHH] BAH
WHERE BAH.[BATCHNO] = @PBATCHNo
INSERT
INTO @BGD
([ID],
[IncludeInBill],
[Seqno],
[Type],
[Matter],
[FEEEARN],
[OUTLAYCODE],
[DATE],
[Narrative],
[InvoiceNo],
[Charge],
[BilledAmount],
[BillNow],
[OriginalID],
[ORGInvoiceNo],
[ORGIncludeInBill],
[ORGBILLINGDATE],
[ORGBILLINGYEAR],
[ORGBILLINGPERIOD],
[ORGAMOUNT])
SELECT NewID(),
1,
0,
'F' As [TYPE],
TIE.[Matter],
TIE.[FEEEARN],
convert(char(10), '') AS [OUTLAYCODE],
TIE.[DATE],
convert(varchar(1000), TIE.[COMMENT]),
IsNull(TIE.[INVOICENO], 0) As InvoiceNo,
convert(decimal(19,2), TIE.[CHARGE]) As [CHARGE],
ISNULL(TIE.[BilledAmount], 0) AS [BilledAmount],
convert(decimal(19,2), TIE.[CHARGE]) - ISNULL(TIE.[BilledAmount], 0) As [BillNow],
TIE.[RecordID],
TIE.[INVOICENO],
TIE.[IncludeInBill],
TIE.[BILLINGDATE],
TIE.[BILLINGYEAR],
TIE.[BILLINGPERIOD],
TIE.[BilledAmount]
FROM [dbo].[BatchH] BAH
CROSS APPLY @BGG BGG
INNER JOIN [dbo].[Matters] MAT
ON ( ( (RTRIM(ISNULL(MAT.[CompBillingMatter], '')) = BAH.[MATTER])
AND (RTRIM(ISNULL(MAT.[CompBillingMatter], '')) <> MAT.[MATTER]))
OR MAT.[Code] = BAH.[MATTER])
INNER JOIN [dbo].[TimeEntry] TIE
LEFT OUTER JOIN [dbo].[Handlers] HAN
LEFT OUTER JOIN [dbo].[Handlers] TEA
ON TEA.[CODE] = HAN.[TEAM]
ON HAN.[CODE] = TIE.[FEEEARN]
ON TIE.[Matter] = MAT.[Code]
AND TIE.[REC_IRR] <> 'N'
AND TIE.[CHARGE] <> 0
AND ISNULL(TIE.[BilledAmount], 0) <> TIE.[CHARGE]
AND ISNULL(TIE.[DATE], getDate()) <= convert(DATETIME, ISNULL(@PTimeRefDate, ISNULL(BAH.[WriteDown], getDate())))
AND ISNULL(TIE.[IncludeInBill], 1) <> 2
AND TIE.[TIMEORCHARGE] IN ('T', 'C')
WHERE BAH.[BATCHNO] = @PBatchNo
INSERT
INTO @BGD
([ID],
[IncludeInBill],
[Seqno],
[Type],
[Matter],
[FEEEARN],
[OUTLAYCODE],
[DATE],
[Narrative],
[InvoiceNo],
[Charge],
[BilledAmount],
[BillNow],
[OriginalID],
[ORGInvoiceNo],
[ORGIncludeInBill],
[ORGBILLINGDATE],
[ORGBILLINGYEAR],
[ORGBILLINGPERIOD],
[ORGAMOUNT])
SELECT NewID(),
1,
0,
'O' As [TYPE],
MAL.[Matter],
IsNull(HAN.[Code], '') AS [FEEEARN],
IsNull(BAD.[OUTLAYCODE], '') AS [OUTLAYCODE],
MAL.[DATE],
convert(varchar(1000), MAL.[NARR]),
IsNull(MAL.[INVOICENO], 0) As InvoiceNo,
convert(decimal(19,2), IsNull(MAL.[VALUEO], 0)) As [CHARGE],
convert(decimal(19,2), ISNULL(MAL.[BilledOutlayValue], 0)) As [BilledAmount],
convert(decimal(19,2), IsNull(MAL.[VALUEO], 0)) - convert(decimal(19,2), ISNULL(MAL.[BilledOutlayValue], 0)) As [BillNow],
MAL.[LREF],
MAL.[INVOICENO],
ISNULL(MAL.[IncludeInBill], 1),
MAL.[BILLINGDATE],
MAL.[BILLINGYEAR],
MAL.[BILLINGPERIOD],
MAL.[BilledOutlayValue]
FROM [dbo].[BatchH] BAH
CROSS APPLY @BGG BGG
INNER JOIN [dbo].[Matters] MAT
ON ( RTRIM(ISNULL(MAT.[CompBillingMatter], '')) = BAH.[MATTER]
OR MAT.[Code] = BAH.[MATTER])
INNER JOIN [dbo].[MatterLedger] MAL
LEFT OUTER JOIN [dbo].[BatchDetails] BAD
INNER JOIN [dbo].[OutlayCode] OLC
ON OLC.[CODE] = BAD.[OUTLAYCODE]
ON BAD.[PREF] = MAL.[PREF]
AND BAD.[BATCHNO] = MAL.[BATCHNO]
ON MAL.[Matter] = MAT.[Code]
AND MAL.[VALUEO] <> 0
AND convert(decimal(17,2), ISNULL(MAL.[BilledOutlayValue], 0)) <> convert(decimal(17,2), IsNull(MAL.[VALUEO], 0))
AND ISNULL(MAL.[DATE], getDate()) <= convert(DATETIME, ISNULL(@POutlayDate, ISNULL(BAH.[WriteDown], getDate())))
AND ISNULL(MAL.[IncludeInBill], 1) <> 2
LEFT OUTER JOIN [dbo].[Handlers] HAN
LEFT OUTER JOIN [dbo].[Handlers] TEA
ON TEA.[CODE] = HAN.[TEAM]
ON HAN.[CODE] = Case When IsNull(MAL.[FEE], '') = ''
THEN MAT.[FECODE]
ELSE MAL.[FEE] END
WHERE BAH.[BATCHNO] = @PBatchNo
END
end try
begin catch
SET @continue = 2
end catch
end
if (@continue = 0)
begin
begin try
SELECT @CurrBGC = BGC.[ID]
from @bgc BGCN
inner join [dbo].[BGControl] BGC
ON BGC.[DRAFTNO] = BGCN.[DRAFTNO]
AND BGC.[BATCHNO] = BGCN.[BATCHNO]
end try
begin catch
SET @continue = 3
end catch
end
if (@continue = 0)
begin
begin try
INSERT
INTO @RSQN
([UNID])
SELECT BGD.[ID]
FROM @BGD BGD
LEFT OUTER JOIN [dbo].[BGDetail] BGDO
ON BGDO.[BGControlID] = @CurrBGC
AND BGDO.[Type] = BGD.[Type]
AND BGDO.[OriginalID] = BGD.[OriginalID]
WHERE BGDO.[ID] IS NULL
ORDER BY BGD.[Type],
RTRIM(IsNull(BGD.[Matter], '')),
IsNull(convert(varchar, BGD.[Date], 121), ''),
BGD.[Narrative],
BGD.[OriginalID]
end try
begin catch
SET @continue = 4
end catch
end
if (@continue = 0)
begin
begin try
SET @NewGroupID = NEWID()
end try
begin catch
SET @continue = 5
end catch
end
if (@continue = 0)
begin
begin try
INSERT
INTO [dbo].[BGGroups]
([ID],
[Seqno],
[BGControlID],
[Narrative])
SELECT @NewGroupID,
BGNS.[NewSeqNo],
@CurrBGC,
GRP.[Narrative]
FROM (SELECT COUNT(1) AS [TOTAL]
FROM @RSQN) TOT
CROSS APPLY (SELECT IsNull(MAX(BGG.[SeqNo]), 0) + 1 AS [NewSeqNo]
FROM [dbo].[BGGroups] BGG
WHERE BGG.[BGControlID] = @CurrBGC) BGNS
CROSS APPLY @BGG GRP
WHERE TOT.[TOTAL] > 0
end try
begin catch
SET @continue = 6
end catch
end
if (@continue = 0)
begin
begin try
UPDATE BGD
SET BGD.[Seqno] = RSQ.[ID]
FROM @BGD BGD
INNER JOIN @RSQN RSQ
ON RSQ.[UNID] = BGD.[ID]
end try
begin catch
SET @continue = 7
end catch
end
if (@continue = 0)
begin
begin try
INSERT
INTO [dbo].[BGDetail]
([ID],
[IncludeInBill],
[Seqno],
[BGGroupID],
[BGControlID],
[Type],
[Matter],
[FEEEARN],
[OUTLAYCODE],
[DATE],
[Narrative],
[InvoiceNo],
[Charge],
[BilledAmount],
[BillNow],
[OriginalID],
[ORGInvoiceNo],
[ORGIncludeInBill],
[ORGBILLINGDATE],
[ORGBILLINGYEAR],
[ORGBILLINGPERIOD],
[ORGAMOUNT],
[PaidNow])
select NEWID(),
BGDN.[IncludeInBill],
BGDN.[Seqno],
@NewGroupID,
@CurrBGC,
BGDN.[Type],
BGDN.[Matter],
BGDN.[FEEEARN],
BGDN.[OUTLAYCODE],
BGDN.[DATE],
BGDN.[Narrative],
BGDN.[InvoiceNo],
BGDN.[Charge],
BGDN.[BilledAmount],
BGDN.[BillNow],
BGDN.[OriginalID],
BGDN.[ORGInvoiceNo],
BGDN.[ORGIncludeInBill],
BGDN.[ORGBILLINGDATE],
BGDN.[ORGBILLINGYEAR],
BGDN.[ORGBILLINGPERIOD],
BGDN.[ORGAMOUNT],
BGDN.[PaidNow]
from @bgd BGDN
where BGDN.[Seqno] > 0
ORDER BY BGDN.[Seqno]
end try
begin catch
SET @continue = 8
end catch
end
if (@continue = 0)
begin
begin try
-- Make sure that those lines that were originally flagged as to be fully paid,
-- remain fully paid
UPDATE BGD
SET BGD.[Charge] = BGDN.[charge],
BGD.[BilledAmount] = BGDN.[BilledAmount],
BGD.[BillNow] = BGDN.[BillNow]
FROM @BGD BGDN
INNER JOIN [dbo].[BGDetail] BGD
ON BGD.[BGControlID] = @CurrBGC
AND BGD.[Type] = BGDN.[Type]
AND BGD.[OriginalID] = BGDN.[OriginalID]
AND BGD.[BillNow] = BGD.[Charge] - BGD.[BilledAmount]
-- Make sure that those lines where the BillNow value exceeds the new charge
-- are set to be fully paid
UPDATE BGD
SET BGD.[Charge] = BGDN.[charge],
BGD.[BilledAmount] = BGDN.[BilledAmount],
BGD.[BillNow] = BGDN.[BillNow]
FROM @BGD BGDN
INNER JOIN [dbo].[BGDetail] BGD
ON BGD.[BGControlID] = @CurrBGC
AND BGD.[Type] = BGDN.[Type]
AND BGD.[OriginalID] = BGDN.[OriginalID]
AND BGDN.[Charge] - BGDN.[BilledAmount] >= 0
AND BGD.[BillNow] > BGDN.[Charge] - BGDN.[BilledAmount]
-- Make sure that those lines where the BillNow (refund) value exceeds the new charge
-- are set to be fully paid
UPDATE BGD
SET BGD.[Charge] = BGDN.[charge],
BGD.[BilledAmount] = BGDN.[BilledAmount],
BGD.[BillNow] = BGDN.[BillNow]
FROM @BGD BGDN
INNER JOIN [dbo].[BGDetail] BGD
ON BGD.[BGControlID] = @CurrBGC
AND BGD.[Type] = BGDN.[Type]
AND BGD.[OriginalID] = BGDN.[OriginalID]
AND BGDN.[Charge] - BGDN.[BilledAmount] <= 0
AND BGD.[BillNow] < BGDN.[Charge] - BGDN.[BilledAmount]
-- If the BillNow value is set, and it fits within what remains to be paid, leave BillNow as is, but update Charge and Billed Amount
UPDATE BGD
SET BGD.[Charge] = BGDN.[charge],
BGD.[BilledAmount] = BGDN.[BilledAmount]
FROM @BGD BGDN
INNER JOIN [dbo].[BGDetail] BGD
ON BGD.[BGControlID] = @CurrBGC
AND BGD.[Type] = BGDN.[Type]
AND BGD.[OriginalID] = BGDN.[OriginalID]
AND BGD.[BillNow] <> BGDN.[Charge] - BGDN.[BilledAmount]
-- Remove entries that should no longer be in this billing guide
DELETE BGD
FROM [dbo].[BGDetail] BGD
LEFT OUTER JOIN @bgd BGDN
ON BGDN.[Type] = BGD.[type]
AND BGDN.[OriginalID] = BGD.[OriginalID]
WHERE BGD.[BGControlID] = @CurrBGC
AND BGDN.[ID] is null
DELETE BGG
FROM [dbo].[BGGroups] BGG
CROSS APPLY (SELECT COUNT(1) AS [TOTAL]
FROM [dbo].[BGDetail] BGD
WHERE BGD.[BGGroupID] = BGG.[ID]) ING
WHERE BGG.[BGControlID] = @CurrBGC
AND ING.[TOTAL] = 0
end try
begin catch
SET @continue = 9
end catch
end
if (@continue = 0)
begin
begin try
INSERT
INTO @RSQN2
([GROUPID],
[GROUPSEQ],
[UNID],
[MAXID])
select BGG.[ID],
BGG.[SeqNo],
BGD.[ID],
0
from [dbo].[BGGroups] BGG
INNER JOIN [dbo].[BGDetail] BGD
ON BGD.[BGGroupID] = BGG.[id]
WHERE BGG.[BGControlID] = @CurrBGC
ORDER BY BGG.[SeqNo],
BGD.[Seqno]
end try
begin catch
SET @continue = 10
end catch
end
if (@continue = 0)
begin
begin try
UPDATE BGD
SET BGD.[SeqNo] = R.[ID] - NR.[MAXID]
from @RSQN2 R
CROSS APPLY (SELECT ISNULL(MAX(RB.[ID]), 0) AS [MAXID]
FROM @RSQN2 RB
WHERE RB.[GROUPSEQ] < R.[GROUPSEQ]) NR
INNER JOIN [dbo].[BGDetail] BGD
ON BGD.[ID] = R.[UNID]
end try
begin catch
SET @continue = 11
end catch
end
IF (@continue = 0)
COMMIT
ELSE
ROLLBACK
END
GO
SET NOEXEC OFF
GO
--Consistency Improvement, rename all BG procedures KAAS_BG... rather than having the BG suffix at the end
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_ReorderGroupBG'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_ReorderGroupBG]
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_BGReorderGroup'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_BGReorderGroup]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_BGReorderGroup]
(@ControlID int)
AS
/***************************************************************************
*
* KAAS_BGReorderGroup
* Rewritten 2014-09-12 to improve efficiency and prevent deadlocks
* re-numbers the sequence numbers in a Billing Guide Group so that they
* are contiguously numbered 1, 2, 3, etc.
*
* ????-??-?? ????? Created
* 2021-05-04 John Ginnane Added to repo
* 2024-03-26 Pino Carafa Imported into KAAS
*
***************************************************************************/
BEGIN
DECLARE @reseq TABLE
([ID] uniqueidentifier,
[newseq] int identity(1, 1))
INSERT
INTO @reseq
([ID])
SELECT [ID]
FROM [dbo].[BGGroups]
WHERE [BGControlID] = @ControlID
ORDER BY [SeqNo]
UPDATE BGG
SET BGG.[SeqNo] = RSQ.[newseq]
FROM @reseq RSQ
INNER JOIN [dbo].[BGGroups] BGG
ON BGG.[ID] = RSQ.[ID]
END
GO
--Consistency Improvement, rename all BG procedures KAAS_BG... rather than having the BG suffix at the end
--So remove the copy with the old name
IF OBJECT_ID(N'KAAS_UngroupBG', N'P') IS NOT NULL
BEGIN
DROP PROCEDURE [dbo].[KAAS_UngroupBG]
END
GO
IF OBJECT_ID(N'KAAS_BGUngroup', N'P') IS NOT NULL
BEGIN
DROP PROCEDURE [dbo].[KAAS_BGUngroup]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_BGUngroup]
(@ControlID int,
@GroupSeqNo int)
AS
/***************************************************************************
*
* KAAS_BGUngroup
* Rewritten 2014-09-12 to improve efficiency and prevent deadlocks
* removes the Billing Guide Group with sequence number @GroupSeqNo
* and creates an individual group for each Billing Guide Detail line that
* used to be in that group
*
* ????-??-?? ????? Created
* 2021-05-06 John Ginnane Added to repo
* 2024-03-26 Pino Carafa Imported into KAAS
*
***************************************************************************/
BEGIN
DECLARE @GroupID uniqueidentifier
DECLARE @SeqNo int
DECLARE @newgroups TABLE
([seqno] int identity(1, 1),
[ID] uniqueidentifier)
SELECT @GroupID = [ID]
FROM [dbo].[BGGroups]
Where [BGControlID] = @ControlID
AND [SEQNO] = @GroupSeqNo
/* Remove orphaned groups */
DELETE BGG
FROM [dbo].[BGGroups] BGG
LEFT OUTER JOIN [dbo].[BGDetail] BGD
ON BGD.[BGGroupID] = BGG.[ID]
WHERE BGG.[BGControlID] = @ControlID
AND BGD.[ID] IS NULL
/* Get the next available Sequence number for the new groups */
Select @SeqNo = IsNull(Max(BGG.Seqno), 0)
from [dbo].[BGGroups] BGG
where BGG.[BGControlID] = @ControlID
/* Create new groups. One new group for each item to be ungrouped.
This is why the IDs are GUIDs. We can now use the GUIDs of the
original Detail items to create the IDs of the new Groups.
Using GUIDs (virtually guaranteed to be unique)
makes doing this much easier than it would have been using different
types of ID fields. */
INSERT
INTO @newgroups
([ID])
SELECT [ID]
FROM [dbo].[BGDetail]
WHERE [BGControlID] = @ControlID
AND [BGGroupID] = @GroupID
ORDER BY SeqNo
INSERT
INTO [dbo].[BGGroups]
([ID],
[SeqNo],
[BGControlID],
[Narrative])
SELECT NGR.[ID],
@SeqNo + NGR.[seqno],
@ControlID,
BGD.[Narrative]
FROM @newgroups NGR
INNER JOIN [dbo].[BGDetail] BGD
ON BGD.[ID] = NGR.[ID]
/* Now reassign the Detail lines so they are ungrouped and linked to each
individual newly created group. Each Detail line gets a sequence number
of 1. */
UPDATE BGD
SET BGD.[BGGroupID] = BGD.[ID],
SeqNo = 1
FROM [dbo].[BGDetail] BGD
WHERE BGD.[BGControlID] = @ControlID
AND BGD.[BGGroupID] = @GroupID
/* Remove the group that was just "ungrouped". The best thing to do here
is to repeat the removal of all orphaned groups as this will not only
remove the group that has just been ungrouped but any other groups that
may have become orphaned unexpectedly. */
DELETE BGG
FROM [dbo].[BGGroups] BGG
LEFT OUTER JOIN [dbo].[BGDetail] BGD
ON BGD.[BGGroupID] = BGG.[ID]
WHERE BGG.[BGControlID] = @ControlID
AND BGD.[ID] IS NULL
/* resequence the groups so that their sequence numbers remain
contiguous: 1, 2, 3 ... */
EXEC [dbo].[KAAS_BGReorderGroup] @ControlID
END
GO
--Consistency Improvement, rename all BG procedures KAAS_BG... rather than having the BG suffix at the end
--So remove the copy with the old name
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_UngroupGUIDBG'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_UngroupGUIDBG]
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_BGUngroupGUID'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_BGUngroupGUID]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_BGUngroupGUID]
(@ControlID int,
@GroupID uniqueidentifier)
AS
/***************************************************************************
*
* KAAS_BGUngroupGUID
* Rewritten 2014-09-12 to improve efficiency and prevent deadlocks
* removes the Billing Guide Group with unique ID @GroupID
* and creates an individual group for each Billing Guide Detail line that
* used to be in that group
*
* ????-??-?? ????? Created
* 2021-05-05 John Ginnane Added to git repo
* 2024-03-26 Pino Carafa Imported into KAAS
* 2024-03-28 Pino Carafa Corrected Parameter Type
*
***************************************************************************/
BEGIN
DECLARE @GroupIDFromBGG uniqueidentifier
DECLARE @SeqNo int
DECLARE @newgroups TABLE
([seqno] int identity(1, 1),
[ID] uniqueidentifier)
SELECT @GroupIDFromBGG = [ID]
FROM [dbo].[BGGroups] BGG
WHERE [ID] = @GroupID
AND [BGControlID] = @ControlID
IF (@GroupIDFromBGG IS NOT NULL)
BEGIN
/* Remove orphaned groups */
DELETE BGG
FROM [dbo].[BGGroups] BGG
LEFT OUTER JOIN [dbo].[BGDetail] BGD
ON BGD.[BGGroupID] = BGG.[ID]
WHERE BGG.[BGControlID] = @ControlID
AND BGD.[ID] IS NULL
/* Get the next available Sequence number for the new groups */
Select @SeqNo = IsNull(Max(BGG.Seqno), 0)
from [dbo].[BGGroups] BGG
where BGG.[BGControlID] = @ControlID
/* Create new groups. One new group for each item to be ungrouped.
This is why the IDs are GUIDs. We can now use the GUIDs of the
original Detail items to create the IDs of the new Groups.
Using GUIDs (virtually guaranteed to be unique)
makes doing this much easier than it would have been using different
types of ID fields. */
INSERT
INTO @newgroups
([ID])
SELECT [ID]
FROM [dbo].[BGDetail]
WHERE [BGControlID] = @ControlID
AND [BGGroupID] = @GroupIDFromBGG
ORDER BY SeqNo
INSERT
INTO [dbo].[BGGroups]
([ID],
[SeqNo],
[BGControlID],
[Narrative])
SELECT NGR.[ID],
@SeqNo + NGR.[seqno],
@ControlID,
BGD.[Narrative]
FROM @newgroups NGR
INNER JOIN [dbo].[BGDetail] BGD
ON BGD.[ID] = NGR.[ID]
/* Now reassign the Detail lines so they are ungrouped and linked to each
individual newly created group. Each Detail line gets a sequence number
of 1. */
UPDATE BGD
SET BGD.[BGGroupID] = BGD.[ID],
SeqNo = 1
FROM [dbo].[BGDetail] BGD
WHERE BGD.[BGControlID] = @ControlID
AND BGD.[BGGroupID] = @GroupIDFromBGG
/* Remove the group that was just "ungrouped". The best thing to do here
is to repeat the removal of all orphaned groups as this will not only
remove the group that has just been ungrouped but any other groups that
may have become orphaned unexpectedly. */
DELETE BGG
FROM [dbo].[BGGroups] BGG
LEFT OUTER JOIN [dbo].[BGDetail] BGD
ON BGD.[BGGroupID] = BGG.[ID]
WHERE BGG.[BGControlID] = @ControlID
AND BGD.[ID] IS NULL
/* resequence the groups so that their sequence numbers remain
contiguous: 1, 2, 3 ... */
EXEC [dbo].[KAAS_BGReorderGroup] @ControlID
END
END
GO
--Consistency improvement. Remove earlier version named KAAS_NETBG(etc)
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_NETBGUpdateDetailBilling'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_NETBGUpdateDetailBilling]
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_BGUpdateDetailBilling'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_BGUpdateDetailBilling]
END
GO
IF [dbo].[ISSAM4]() = 1
BEGIN
SET NOEXEC ON
END
GO
CREATE PROCEDURE
[dbo].[KAAS_BGUpdateDetailBilling]
(@ItemID UNIQUEIDENTIFIER,
@Action INT)
AS
/***************************************************************************
*
* KAAS_BGUpdateDetailBilling
*
* 2021-05-10 John Ginnane Created to wrap existing code into a single proc
* 2024-03-26 Pino Carafa Imported into KAAS
* 2024-03-28 Pino Carafa Corrected parameter type
*
***************************************************************************/
BEGIN
/* Actions:
1 - Bill
2 - Dont bill
3 - Exclude FROM ALL bills
*/
UPDATE BGD
SET BGD.[BillNow] = CASE WHEN @Action = 1
THEN BGD.[CHARGE] - BGD.[BilledAmount]
ELSE 0 END,
BGD.[IncludeInBill] = CASE WHEN @Action = 3
THEN 2
ELSE 1 END
FROM [dbo].[BGDetail] BGD
WHERE BGD.[ID] = @ItemID
UPDATE BGD2
SET BGD2.[BillNow] = 0,
BGD2.[IncludeInBill] = 0
FROM [dbo].[BGDetail] BGD
INNER JOIN [dbo].[BGDetail] BGD2
ON BGD2.[Type] = BGD.[Type]
AND BGD2.[OriginalID] = BGD.[OriginalID]
AND BGD2.[BGControlID] <> BGD.[BGControlID]
AND BGD2.[InvoiceNo] = 0
WHERE BGD.[ID] = @ItemID
END
GO
SET NOEXEC OFF
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_BGUpdateDetailBillNow'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_BGUpdateDetailBillNow]
END
GO
IF [dbo].[ISSAM4]() = 1
BEGIN
SET NOEXEC ON
END
GO
CREATE PROCEDURE
[dbo].[KAAS_BGUpdateDetailBillNow]
(@ItemID UNIQUEIDENTIFIER,
@BillNow DECIMAL(19, 2))
AS
/***************************************************************************
*
* KAAS_BGUpdateDetailBillNow
*
* 2021-05-10 John Ginnane Created to wrap existing code into a single proc
* 2024-03-26 Pino Carafa Import into KAAS
* 2024-03-28 Pino Carafa Correct Parameter Type
*
***************************************************************************/
BEGIN
UPDATE BGD
SET BGD.[BillNow] = ISNULL(@BillNow, 0),
BGD.[IncludeInBill] = CASE WHEN @BillNow > 0
THEN 1
ELSE BGD.[IncludeInBill] END
FROM [dbo].[BGDetail] BGD
WHERE BGD.[ID] = @ItemID
DECLARE @BGControlID int
SELECT TOP 1 @BGControlID = [BGD].[BGControlID]
FROM [dbo].[BGDetail] AS [BGD]
WHERE [BGD].[ID] = @ItemID
UPDATE [BGDO]
SET [BGDO].[BillNow] = 0,
[BGDO].[IncludeInBill] = 0
FROM [BGDetail] AS [BGD]
INNER JOIN [dbo].[BGDetail] AS [BGDO]
ON [BGDO].[OriginalID] = [BGD].[OriginalID]
AND [BGDO].[Type] = [BGD].[Type]
AND [BGDO].[BGControlID] <> [BGD].[BGControlID]
AND [BGDO].[InvoiceNo] = 0
WHERE [BGD].[BGControlID] = @BGControlID
AND [BGD].[IncludeInBill] = 1
AND [BGD].[BillNow] <> 0
END
GO
SET NOEXEC OFF
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_BGUpdateGroupBilling'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_BGUpdateGroupBilling]
END
GO
IF [dbo].[ISSAM4]() = 1
BEGIN
SET NOEXEC ON
END
GO
CREATE PROCEDURE
[dbo].[KAAS_BGUpdateGroupBilling]
(@GroupID UNIQUEIDENTIFIER,
@Action INT)
AS
/***************************************************************************
*
* KAAS_BGUpdateGroupBilling
*
* 2021-05-05 John Ginnane Created to wrap existing code into a single proc
* 2024-03-26 Pino Carafa Import into KAAS
* 2024-03-28 Pino Carafa Correct parameter type
*
***************************************************************************/
BEGIN
/* Actions:
1 - Bill
2 - Don't bill
3 - Exclude from all bills
*/
UPDATE BGD
SET BGD.[BillNow] = CASE WHEN @Action = 1
THEN BGD.[CHARGE] - BGD.[BilledAmount]
ELSE 0 END,
BGD.[IncludeInBill] = CASE WHEN @Action = 3
THEN 2
ELSE 1 END
from [dbo].[BGGroups] BGG
INNER JOIN [dbo].[BGDetail] BGD
ON BGD.[BGGroupID] = BGG.[ID]
WHERE BGG.[ID] = @GroupID
UPDATE BGD2
SET BGD2.[BillNow] = 0,
BGD2.[IncludeInBill] = 0
FROM [dbo].[BGGroups] BGG
INNER JOIN [dbo].[BGDetail] BGD
ON BGD.[BGGroupID] = BGG.[ID]
INNER JOIN [dbo].[BGDetail] BGD2
ON BGD2.[Type] = BGD.[Type]
AND BGD2.[OriginalID] = BGD.[OriginalID]
AND BGD2.[BGControlID] <> BGD.[BGControlID]
AND BGD2.[InvoiceNo] = 0
WHERE BGG.[ID] = @GroupID
END
GO
SET NOEXEC OFF
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_BGUpdateGroupBillNow'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_BGUpdateGroupBillNow]
END
GO
IF [dbo].[IsSAM4]() = 1
BEGIN
SET NOEXEC ON
END
GO
CREATE PROCEDURE
[dbo].[KAAS_BGUpdateGroupBillNow]
(@GroupID UNIQUEIDENTIFIER,
@BillNow DECIMAL(19, 2))
AS
/***************************************************************************
*
* KAAS_BGUpdateGroupBillNow
*
* 2021-06-25 John Ginnane Created to wrap existing code into a single proc
* 2024-03-26 Pino Carafa Imported into KAAS
* 2024-03-28 Pino Carafa Revert to correct parameter types
*
***************************************************************************/
BEGIN
UPDATE [BGD]
SET [BGD].[BillNow] = @BillNow,
[BGD].[IncludeInBill] = CASE WHEN @BillNow > 0
THEN 1
ELSE [BGD].[IncludeInBill] END
FROM [dbo].[BGGroups] AS [BGG]
INNER JOIN [dbo].[BGDetail] AS [BGD]
ON [BGD].[BGGroupID] = [BGG].[ID]
WHERE [BGG].[ID] = @GroupID
DECLARE @BGControlID int
SELECT TOP 1 @BGControlID = [BGG].[BGControlID]
FROM [dbo].[BGGroups] AS [BGG]
WHERE [BGG].[ID] = @GroupID
UPDATE [BGDO]
SET [BGDO].[BillNow] = 0,
[BGDO].[IncludeInBill] = 0
FROM [dbo].[BGDetail] AS [BGD]
INNER JOIN [dbo].[BGDetail] AS [BGDO]
ON [BGDO].[OriginalID] = [BGD].[OriginalID]
AND [BGDO].[Type] = [BGD].[Type]
AND [BGDO].[BGControlID] <> [BGD].[BGControlID]
AND [BGDO].[InvoiceNo] = 0
WHERE [BGD].[BGControlID] = @BGControlID
AND [BGD].[IncludeInBill] = 1
AND [BGD].[BillNow] <> 0
END
GO
SET NOEXEC OFF
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_BriefTemplates'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_BriefTemplates]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_BriefTemplates]
(@MATTER VARCHAR(20))
AS
/********************************************************************************************************************************
*
* Stored Procedure Name : [dbo].[KAAS_BriefTemplates]
* Copied from : [dbo].[ky_NETSPBriefTemplates]
*
* List the available Brief Templates
*
* Modification History
* 2016-02-08 Pino Carafa Imported into Framework Release 2
* 2016-02-08 Pino Carafa PLEASE NOTE: the OUTER APPLY will cause issues in some SQL2005 databases, but the solution
* to this problem is not efficient. In order to support SQL2005 but not compromise
* efficiency, we will execute a SQL2005 proof version of this query
* when the database is on SQL2005
* 2019-10-01 Ganapathy T Created
*
********************************************************************************************************************************/
BEGIN
DECLARE @SQLVersion NVARCHAR(128)
DECLARE @NCommand NVARCHAR(MAX)
SET @SQLVersion = CONVERT(NVARCHAR(128), SERVERPROPERTY('ProductVersion'))
IF @SQLVersion LIKE N'9.%'
BEGIN
SET @NCommand = N' SELECT BTM.[ID],
BTM.[Title],
BTM.[PublishDate],
CASE WHEN ISNULL((SELECT CSM.[CSWKTCODE] FROM [dbo].[CaseMaster] CSM WHERE CSM.[CSCODE] = @MATTER), '''') = BTM.[WTCode]
THEN ''0''
WHEN ISNULL((SELECT CSMC.[CSWKTCODE] FROM [dbo].[CaseMasterClosed] CSMC WHERE CSMC.[CSCODE] = @MATTER), '''') = BTM.[WTCode]
THEN ''0''
ELSE ''1'' END
FROM [dbo].[BriefTemplates] BTM
ORDER BY CASE WHEN ISNULL((SELECT CSM.[CSWKTCODE] FROM [dbo].[CaseMaster] CSM WHERE CSM.[CSCODE] = @MATTER), '''') = BTM.[WTCode]
THEN ''0''
WHEN ISNULL((SELECT CSMC.[CSWKTCODE] FROM [dbo].[CaseMasterClosed] CSMC WHERE CSMC.[CSCODE] = @MATTER), '''') = BTM.[WTCode]
THEN ''0''
ELSE ''1'' END,
BTM.[PublishDate] DESC,
BTM.[Title]'
END
ELSE
BEGIN
SET @NCommand = N' SELECT BTM.[ID],
BTM.[Title],
BTM.[PublishDate],
CASE WHEN ISNULL(CSO.[CSWKTCODE], '''') = BTM.[WTCode]
THEN ''0''
WHEN ISNULL(CSC.[CSWKTCODE], '''') = BTM.[WTCode]
THEN ''0''
ELSE ''1'' END
FROM [dbo].[BriefTemplates] BTM
OUTER APPLY (SELECT CSM.[CSWKTCODE] FROM [dbo].[CaseMaster] CSM WHERE CSM.[CSCODE] = @MATTER) CSO
OUTER APPLY (SELECT CSMC.[CSWKTCODE] FROM [dbo].[CaseMasterClosed] CSMC WHERE CSMC.[CSCODE] = @MATTER) CSC
ORDER BY CASE WHEN ISNULL(CSO.[CSWKTCODE], '''') = BTM.[WTCode]
THEN ''0''
WHEN ISNULL(CSC.[CSWKTCODE], '''') = BTM.[WTCode]
THEN ''0''
ELSE ''1'' END,
BTM.[PublishDate] DESC,
BTM.[Title]'
END
EXECUTE sp_executesql @NCOMMAND, N'@MATTER VARCHAR(20)', @MATTER
END
GO
IF OBJECT_ID(N'[KAAS_CaseAssociateFetchAddProfessionalLoadData]',N'P')IS NOT NULL
DROP PROCEDURE [KAAS_CaseAssociateFetchAddProfessionalLoadData]
GO
CREATE PROCEDURE [KAAS_CaseAssociateFetchAddProfessionalLoadData]
AS
/*******************************************************************************************************
* This procedure is used load the data for add professional popup page. *
* *
* Stored Procedure Name : [dbo].[KAAS_CaseAssociateFetchAddProfessionalLoadData] *
* Copied from : [dbo].[ky_NETCaseAssociateFetchAddProfessionalLoadData] *
* *
* Modification History : *
* 2019-05-31 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
SELECT
RTRIM(UPPER(CODE)) AS CODE,
RTRIM(ISNULL([DESCRIPTION],'')) AS [DESCRIPTION],
RTRIM(ISNULL(ASSOCIATETYPE,'')) AS ASSOCIATETYPE,
RTRIM(ISNULL(category,'')) AS category
FROM
dbo.AssociateTypes
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_CaseAssociateFetchEditProfessionalLoadData'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_CaseAssociateFetchEditProfessionalLoadData]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_CaseAssociateFetchEditProfessionalLoadData]
(@AssociateCode VARCHAR(20))
AS
/*******************************************************************************************************
* This procedure is used load the data for Edit professional page. *
* *
* Stored Procedure Name : [dbo].[KAAS_CaseAssociateFetchEditProfessionalLoadData] *
* Copied from : [dbo].[ky_NETCaseAssociateFetchEditProfessionalLoadData] *
* *
* Modification History : *
* 2019-06-03 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
SELECT RTRIM(ISNULL([CAN].[CODE], '')) AS [CODE],
RTRIM(ISNULL([CAN].[TYPE], '')) AS [TYPE],
RTRIM(ISNULL([CAN].[NAME], '')) AS [NAME],
RTRIM(ISNULL([CAN].[SALUTATION], '')) AS [SALUTATION],
RTRIM(ISNULL([CAN].[TITLE], '')) AS [TITLE],
RTRIM(ISNULL([CAN].[COMPANY], '')) AS [COMPANY],
RTRIM(ISNULL([CAN].[ADDRESS], '')) AS [ADDRESS],
RTRIM(ISNULL([CAN].[FORENAME], '')) AS [FORENAME],
RTRIM(ISNULL([CAN].[SURNAME], '')) AS [SURNAME],
RTRIM(ISNULL([CAN].[PHONENO], '')) AS [PHONENO],
RTRIM(ISNULL([CAN].[FAXNO], '')) AS [FAXNO],
RTRIM(ISNULL([CAN].[HOME], '')) AS [HOME],
RTRIM(ISNULL([CAN].[MOBILENO], '')) AS [MOBILENO],
RTRIM(ISNULL([CAN].[EMAIL], '')) AS [EMAIL],
RTRIM(ISNULL([CAN].[WEBADDRESS], '')) AS [WEBADDRESS],
RTRIM(ISNULL([CAN].[SSNUMBER], '')) AS [SSNUMBER],
RTRIM(ISNULL([CAN].[LEGALNAME], '')) AS [LEGALNAME],
RTRIM(ISNULL([CAN].[LEGALADDRESS], '')) AS [LEGALADDRESS],
RTRIM(ISNULL([CAN].[COURTNO], '')) AS [COURTNO],
RTRIM(ISNULL([CAN].[COURTAREA], '')) AS [COURTAREA],
RTRIM(ISNULL([CAN].[TAX], '')) AS [TAX],
RTRIM(ISNULL([CAN].[DXREF], '')) AS [DXREF],
CONVERT(VARCHAR(10),[CAN].[DOB],112) AS [DOB],
RTRIM(ISNULL([CAN].[MARTIALSTATUS],'')) AS [MARTIALSTATUS],
CASE [CAN].[MARRIAGEDATE]
WHEN NULL
THEN ''
ELSE CONVERT(VARCHAR(10),[CAN].[MARRIAGEDATE],112) END AS [MARRIAGEDATE],
RTRIM(ISNULL([CAN].[DECEASED], '')) AS [DECEASED],
RTRIM(ISNULL([CAN].[SEPARATED], '')) AS [SEPARATED],
RTRIM(ISNULL([CAN].[HOWSEPARATED], '')) AS [HOWSEPARATED],
CASE [CAN].[DATESEPARATED]
WHEN NULL
THEN ''
ELSE CONVERT(VARCHAR(10),[CAN].[DATESEPARATED],112) END AS [DATESEPARATED],
CASE [CAN].[DECEASEDDATE]
WHEN NULL
THEN ''
ELSE CONVERT(VARCHAR(10),[CAN].[DECEASEDDATE],112) END AS [DECEASEDDATE],
RTRIM(ISNULL([CAN].[OCCUPATION], '')) AS [OCCUPATION],
RTRIM(ISNULL([CAN].[SEARCH], '')) AS [SEARCH],
RTRIM(ISNULL(CONVERT(VARCHAR(9),[CAN].[CONTACTNO]), '')) AS [CONTACTNO],
RTRIM(ISNULL([CAN].[NOTES], '')) AS [NOTES],
RTRIM(ISNULL([CAN].[AREA], '')) AS [AREA],
RTRIM(ISNULL([CAN].[TOWN], '')) AS [TOWN],
RTRIM(ISNULL([CAN].[GENDER],'')) AS [GENDER],
RTRIM(ISNULL([CAN].[ADDRESSTYPE], '')) AS [ADDRESSTYPE],
RTRIM(ISNULL([CAN].[SERVICETYPE], '')) AS [SERVICETYPE],
RTRIM(ISNULL([CAN].[CRONUMBER], '')) AS [CRONUMBER],
RTRIM(ISNULL([CAN].[VATNUMBER], '')) AS [VATNUMBER],
--RTRIM(ISNULL([CAN].[FORENAME], '')) AS [FORENAME],
--RTRIM(ISNULL([CAN].[SURNAME], '')) AS [SURNAME],
RTRIM(ISNULL([CAN].[County], '')) AS [County],
RTRIM(ISNULL([CAN].[PostalCode], '')) AS [PostalCode],
RTRIM(ISNULL([CAN].[BankName], '')) AS [BankName],
RTRIM(ISNULL([CAN].[BankAddress], '')) AS [BankAddress],
RTRIM(ISNULL([CAN].[BankSortCode], '')) AS [BankSortCode],
RTRIM(ISNULL([CAN].[BankAccNo], '')) AS [BankAccNo],
RTRIM(ISNULL([CAN].[IBan], '')) AS [IBan],
RTRIM(ISNULL([CAN].[Bic], '')) AS [Bic],
RTRIM(ISNULL([MS].[Retired], 'N')) AS [Retired],
RTRIM(ISNULL([CAN].[Banktype], '')) AS [Banktype],
RTRIM(ISNULL([CAN].[EFTEmailAddress], '')) AS [EFTEmailAddress]
FROM [dbo].[CaseAssociatesNames] [CAN]
LEFT OUTER JOIN [dbo].[MiscCodes] [MS]
ON [MS].[CDECODE] = [CAN].[MARTIALSTATUS]
WHERE [CAN].[CODE] = @AssociateCode
SELECT RTRIM([CT].[NAMECODE]) AS [NAMECODE],
UPPER(RTRIM([CT].[TYPECODE])) AS [BankTypeCode],
RTRIM([CT].[TYPECODE]) AS [TYPECODE],
RTRIM([AST].[DESCRIPTION]) AS [SEARCHCODE],
ISNULL([CT].[Retired], 'N') AS [Retired],
CASE WHEN [UIC].[TOTAL] = 0 THEN 'N' ELSE 'Y' END AS [UsedInCase]
FROM [dbo].[CaseAssoicatesTypes] [CT]
INNER JOIN [dbo].[AssociateTypes] [AST]
ON [AST].[CODE] = [CT].[TYPECODE]
CROSS APPLY (SELECT COUNT(1) AS [TOTAL]
FROM [dbo].[CaseContacts] [CC]
WHERE [CC].[NAMECODE] = [CT].[NAMECODE]
AND [CC].[CONTYPE] = [CT].[TYPECODE]) [UIC]
WHERE [CT].[NAMECODE] = @AssociateCode
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] = @AssociateCode
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#OtherCaseInvolvementTable
FROM
(
SELECT RTRIM(ISNULL([CC].[CASECODE], '')) AS [CASECODE],
RTRIM(ISNULL([CC].[CONTYPE], '')) AS [CONTYPE],
RTRIM(ISNULL([CC].[CONNUM], '')) AS [CONNUM],
RTRIM(ISNULL([CC].[NAMECODE], '')) AS [NAMECODE],
RTRIM(ISNULL([CON].[NAME], '')) AS [NAME],
RTRIM(ISNULL([CC].[CONNUM], '')) AS [Seq],
RTRIM(ISNULL([MAT].[DESCRIPTION], '')) AS [DESCRIPTION]
FROM [dbo].[CaseContacts] [CC]
LEFT OUTER JOIN [dbo].[Matters] [MAT]
ON [MAT].[Code] = [CC].[CASECODE]
LEFT OUTER JOIN [dbo].[Contacts] [CON]
ON [CON].[Code] = [MAT].[ClientCode]
WHERE [CC].[NAMECODE] = @AssociateCode) AS OtherCaseInvolvementTable
ORDER BY [NAMECODE] ASC,
[CONTYPE] ASC,
[CASECODE] ASC
SELECT
*
FROM
#OtherCaseInvolvementTable
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'[KAAS_CaseAssociateFetchLoadData]',N'P')IS NOT NULL
DROP PROCEDURE [KAAS_CaseAssociateFetchLoadData]
GO
CREATE PROCEDURE [KAAS_CaseAssociateFetchLoadData]
(@SearchText VARCHAR(4000) = '',
@PageNumber INT = NULL,
@PageSize INT = NULL,
@SortColumn VARCHAR(50) = NULL,
@SortDirection VARCHAR(10) = NULL)
AS
/*******************************************************************************************************
* This procedure is used load the data for add professional page. *
* 1. CaseAssociate grid. *
* 2. Case Associate type list box. *
* *
* Stored Procedure Name : [dbo].[KAAS_CaseAssociateFetchLoadData] *
* Copied from : [dbo].[ky_NETCaseAssociateFetchLoadData] *
* *
* Modification History : *
* 2019-04-12 Vinodhan K Created *
* 2019-05-30 Vinodhan K Searching, Paging and Sorting functionality added *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
SET @PageNumber = ISNULL(@PageNumber, 0) - 1; -- 0 BASED INDEX
SET @PageSize = ISNULL(@PageSize, 0) - 1; -- 0 BASED INDEX
DECLARE @StartRow INT = NULL;
DECLARE @EndRow INT = NULL;
IF(@PageNumber > -1 AND @PageSize > 0)
BEGIN
SET @StartRow = ((@PageNumber) * @PageSize) + 1;
SET @EndRow = (@StartRow + @PageSize) - 1;
END
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
#FoundTable
FROM
(SELECT
UPPER(CODE) AS CODE,
[DESCRIPTION]
FROM
AssociateTypes
WHERE
[CODE] LIKE '%' + @SearchText + '%'
OR
[DESCRIPTION] LIKE '%' + @SearchText + '%') AS Test
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 'Description' THEN [DESCRIPTION]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Description' THEN [DESCRIPTION]
END
END DESC
SELECT
0 AS [Row_Number],
'' AS CODE,
'ALL' AS [DESCRIPTION]
UNION ALL
SELECT
*
FROM
#FoundTable
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number]) + 1) --Including the dynamically included row where CODE = '', DESCRIPTION = 'ALL'
FROM
#FoundTable
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_CaseAssociateInsertGeneral'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_CaseAssociateInsertGeneral]
END
GO
CREATE PROCEDURE
[KAAS_CaseAssociateInsertGeneral]
(@XML NVARCHAR(MAX),
@Result INT OUTPUT)
AS
/*******************************************************************************************************
* This procedure is used To insert "Add Profession Details" in CaseAssociatesNames *
* *
* Stored Procedure Name : [dbo].[KAAS_CaseAssociateInsertGeneral] *
* Copied from : [dbo].[ky_NETXMLCaseAssociateInsertProfessionalDetails] *
* *
* Modification History : *
* 2019-05-31 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
DECLARE @Code VARCHAR(6)
DECLARE @Fullname VARCHAR(100)
DECLARE @Salutation VARCHAR(30)
DECLARE @JobTitle VARCHAR(50)
DECLARE @Address VARCHAR(500)
DECLARE @Company VARCHAR(80)
DECLARE @DXRel VARCHAR(30)
DECLARE @Email VARCHAR(100)
DECLARE @FaxNo VARCHAR(20)
DECLARE @Home VARCHAR(20)
DECLARE @MobileNo VARCHAR(20)
DECLARE @PhoneNo VARCHAR(20)
DECLARE @Type VARCHAR(12)
DECLARE @FirstName VARCHAR(50)
DECLARE @SurName VARCHAR(50)
DECLARE @County VARCHAR(100)
DECLARE @PostalCode VARCHAR(100)
DECLARE @Retired VARCHAR(1)
DECLARE @Edit INT
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
SELECT
@Code = [CAN].[Code],
@Fullname = [CAN].[Fullname],
@Salutation = [CAN].[Salutation],
@JobTitle = [CAN].[JobTitle],
@Address = [CAN].[Address],
@Company = [CAN].[Company],
@DXRel = [CAN].[DXRel],
@Email = [CAN].[Email],
@FaxNo = [CAN].[FaxNo],
@Home = [CAN].[Home],
@MobileNo = [CAN].[MobileNo],
@PhoneNo = [CAN].[PhoneNo],
@Type = [CAN].[Type],
@FirstName = [CAN].[FirstName],
@SurName = [CAN].[SurName],
@County = [CAN].[County],
@PostalCode = [CAN].[PostalCode],
@Retired = [CAN].[Retired],
@Edit = [CAN].[Edit]
FROM OPENXML(@iSL, N'CAN')
WITH ([Code] VARCHAR(6) 'Code',
[Fullname] VARCHAR(100) 'Fullname',
[Salutation] VARCHAR(30) 'Salutation',
[JobTitle] VARCHAR(50) 'JobTitle',
[Address] VARCHAR(500) 'Address',
[Company] VARCHAR(80) 'Company',
[DXRel] VARCHAR(30) 'DXRel',
[Email] VARCHAR(100) 'Email',
[FaxNo] VARCHAR(20) 'FaxNo',
[Home] VARCHAR(20) 'Home',
[MobileNo] VARCHAR(20) 'MobileNo',
[PhoneNo] VARCHAR(20) 'PhoneNo',
[Type] VARCHAR(12) 'Type',
[FirstName] VARCHAR(50) 'FirstName',
[SurName] VARCHAR(50) 'SurName',
[County] VARCHAR(100) 'County',
[PostalCode] VARCHAR(100) 'PostalCode',
[Retired] VARCHAR(1) 'Retired',
[Edit] INT 'Edit')[CAN]
BEGIN TRY
EXEC sp_xml_removedocument @iSL
END TRY
BEGIN CATCH
END CATCH
IF(@Edit = 0)
BEGIN
IF (SELECT TOP 1 1
FROM [dbo].[CaseAssociatesNames] [CAN]
WHERE [CAN].[CODE] = @Code) IS NULL
BEGIN
INSERT
INTO [dbo].[CaseAssociatesNames]
([CODE],
[TYPE],
[NAME],
[SALUTATION],
[TITLE],
[COMPANY],
[ADDRESS],
[PHONENO],
[FAXNO],
[HOME],
[MOBILENO],
[EMAIL],
[DXREF],
[FORENAME],
[SURNAME],
[County],
[PostalCode],
[Retired])
VALUES(@Code,
ISNULL(@Type, ''),
@Fullname,
@Salutation,
@JobTitle,
@Company,
@Address,
@PhoneNo,
@FaxNo,
@Home,
@MobileNo,
@Email,
@DXRel,
@FirstName,
@SurName,
@County,
@PostalCode,
@Retired)
INSERT
INTO [dbo].[CaseAssoicatesTypes]
([NAMECODE],
[TYPECODE],
[SEARCHCODE],
[Retired])
SELECT [NEW].[NAMECODE],
[NEW].[TYPECODE],
[NEW].[SEARCHCODE],
[NEW].[RETIRED]
FROM (SELECT @Code AS [NAMECODE],
@Type AS [TYPECODE],
'' AS [SEARCHCODE],
@Retired AS [RETIRED]) [NEW]
LEFT OUTER JOIN [dbo].[CaseAssoicatesTypes] [CAT]
ON [CAT].[NAMECODE] = [NEW].[NAMECODE]
AND [CAT].[TYPECODE] = [NEW].[TYPECODE]
WHERE [CAT].[NAMECODE] IS NULL
SET @Result = 1
END
ELSE
BEGIN
SET @Result = 0
END
END
ELSE
BEGIN
UPDATE [CAT]
SET [CAT].[Retired] = @Retired
FROM [dbo].[CaseAssoicatesTypes] [CAT]
WHERE [CAT].[NAMECODE] = @Code --AND TYPECODE = @Type
UPDATE [CC]
SET [CC].[Retired] = @Retired
FROM [dbo].[CaseContacts] [CC]
WHERE [CC].[NAMECODE] = @Code
UPDATE [CAN]
SET [CAN].[CODE] = @Code,
[CAN].[TYPE] = ISNULL(@Type,''),
[CAN].[NAME] = @Fullname,
[CAN].[SALUTATION] = @Salutation,
[CAN].[TITLE] = @JobTitle,
[CAN].[COMPANY] = @Company,
[CAN].[ADDRESS] = @Address,
[CAN].[PHONENO] = @PhoneNo,
[CAN].[FAXNO] = @FaxNo,
[CAN].[HOME] = @Home,
[CAN].[MOBILENO] = @MobileNo,
[CAN].[EMAIL] = @Email,
[CAN].[DXREF] = @DXRel,
[CAN].[FORENAME] = @FirstName,
[CAN].[SURNAME] = @SurName,
[CAN].[County] = @County,
[CAN].[PostalCode] = @PostalCode,
[CAN].[Retired] = @Retired
FROM [dbo].[CaseAssociatesNames] [CAN]
WHERE [CAN].[CODE] = @Code
SET @Result = 2
END
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_CaseAssociateLoadMainGrid'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_CaseAssociateLoadMainGrid]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_CaseAssociateLoadMainGrid]
(@CaseCode VARCHAR(20),
@Retired VARCHAR(1) = 'N',
@SearchText VARCHAR(4000) = '',
@PageNumber INT = NULL,
@PageSize INT = NULL,
@SortColumn VARCHAR(50) = NULL,
@SortDirection VARCHAR(10) = NULL
)
AS
/*******************************************************************************************************
* This procedure is used load the Case Associate Main Grid. *
* *
* Stored Procedure Name : [dbo].[KAAS_CaseAssociateLoadMainGrid] *
* Copied from : [dbo].[ky_NETCaseAssociateLoadMainGrid] *
* *
* Modification History : *
* 2019-07-11 Vinodhan K Created *
* 2019-07-11 Vinodhan K Searching, Sorting, Pagination added *
* 2020-01-29 Prabhu V Sorting functionality implemented as per FW
* 2021-04-05 Sadiq Added trime to [DESCRIPTION] to remove extra space (11892) *
* 2021-10-06 Sadiq Removed Pagination concept as moving to Dev extreme *
* 2022-07-19 Revathy.D Added Pagination for grid data load on scrolling *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
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 @SortColumn = 'Row_Number'
SET @SortDirection = ''
END
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#FoundTable
FROM(
SELECT CCN.[CaseCode],
RTRIM(CCN.[CONTYPE]) AS [ConType],
CCN.[ConNum],
CCN.[NAMECODE] AS [ConNameCode],
CCN.[SOLCODE] AS [SolCode],
CCN.[SOLREF] AS [SolRef],
CCN.[INSCODE] AS [InsCode],
CCN.[ASSIGNEDCONTACT] AS [AssignedContact],
CAC.[NAMECODE] AS [AssociateNameCode],
CAC.[KEYID] AS [KeyId],
CAC.[NAME] AS [ConName],
CAC.[PHONE] AS [Phone],
CAC.[EMAIL] AS [ConEmail],
AST.[CODE] AS [Code],
LTRIM(RTRIM(AST.[DESCRIPTION])) AS [Description],
CAN.[CODE] AS [ConCode],
CAN.[TYPE] AS [Type],
CAN.[NAME] AS [AssociateName],
CAN.[COMPANY] AS [Company],
CAN.[ADDRESS] AS [Address],
CAN.[PHONENO] AS [PhoneNo],
CAN.[MOBILENO] AS [MobileNo],
CAN.[EMAIL] AS [AssociateEmail],
CAN.[SEARCH] AS [Search],
CAN.[CONTACTNO] AS [ContactNo],
CAN.[SALUTATION] AS [Salutation],
CCN.[CONNUM] AS [Seq],
CASE WHEN RTRIM(ISNULL(CAN.[COMPANY],'')) <> ''
THEN RTRIM(CAN.[Name]) + ' ('+ RTRIM(CAN.[COMPANY]) +')'
ELSE RTRIM(CAN.[Name]) END AS [NameCompany],
CASE WHEN (RTRIM(ISNULL(CCN.[ForCopy],'0')) = '1' OR RTRIM(ISNULL(CCN.[ForCopy],'0')) = 'Y' )
THEN 'True'
ELSE 'False' END AS [ForCopy],
CAC.[NAME] AS [AssignedContactName],
CAC.[PHONE] AS [AssignedContactPhone],
ISNULL(CCN.[IsAssociateOtherSide],'False') AS [IsAssociateOtherSide],
ISNULL(CCN.Retired,'N') AS [Retired]
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
(
CCN.[CaseCode] LIKE '%' + @SearchText + '%'
OR
CCN.[ConType] LIKE '%' + @SearchText + '%'
OR
CAN.[NAME] LIKE '%' + @SearchText + '%'
OR
CAN.[ADDRESS] LIKE '%' + @SearchText + '%'
OR
CAN.[PHONENO] LIKE '%' + @SearchText + '%'
OR
CCN.[SOLREF] LIKE '%' + @SearchText + '%'
OR
CAN.[EMAIL] LIKE '%' + @SearchText + '%'
OR
CAN.[MOBILENO] LIKE '%' + @SearchText + '%'
OR
CAC.[NAME] LIKE '%' + @SearchText + '%'
OR
CAC.[PHONE] LIKE '%' + @SearchText + '%'
OR
ISNULL(CCN.Retired,'N') LIKE '%' + @SearchText + '%'
)
) AS FoundTable
SELECT
*
FROM
#FoundTable
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
ORDER BY
CASE WHEN @SortColumn = 'Row_Number' THEN [CASECODE]
END,
CASE WHEN @SortColumn = 'Row_Number' THEN [CONTYPE]
END,
CASE WHEN @SortColumn = 'Row_Number' THEN [CONNUM]
END,
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 'CaseCode' THEN [CaseCode]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'CaseCode' THEN [CaseCode]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'ConType' THEN [ConType]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'ConType' THEN [ConType]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'AssociateName' THEN [AssociateName]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'AssociateName' THEN [AssociateName]
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 'PhoneNo' THEN [PhoneNo]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'PhoneNo' THEN [PhoneNo]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'SolRef' THEN [SolRef]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'SolRef' THEN [SolRef]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'AssociateEmail' THEN [AssociateEmail]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'AssociateEmail' THEN [AssociateEmail]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'MobileNo' THEN [MobileNo]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'MobileNo' THEN [MobileNo]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'AssignedContactName' THEN [AssignedContactName]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'AssignedContactName' THEN [AssignedContactName]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'AssignedContactPhone' THEN [AssignedContactPhone]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'AssignedContactPhone' THEN [AssignedContactPhone]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Retired' THEN [Retired]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Retired' THEN [Retired]
END
END DESC
SELECT
COUNT([Row_Number]) AS TotalRecords
FROM
#FoundTable
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_CASEDIARYFetchActionTypes'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_CASEDIARYFetchActionTypes]
END
GO
Create PROCEDURE
[dbo].[KAAS_CASEDIARYFetchActionTypes]
(@LoginHandlerCode VARCHAR(10),
@MatterCode VARCHAR(20) = '',
@SearchText VARCHAR(4000) = '',
@Retired VARCHAR(1) = 'N')
AS
/*******************************************************************************************************
* This procedure is used to FETCH Action Type . *
* *
* Stored Procedure Name : [dbo].[KAAS_CASEDIARYFetchActionTypes] *
* Copied from : [dbo].[ky_NETCASEDIARYFetchActionTypes] *
* *
* Modification History : *
* 2019-04-12 Vinodhan K Created *
* 2019-08-27 Vinodhan K Search functionality added (KEYHM-495) *
* 2023-06-09 Nithyanandham M Retired has been Added in te input parameters *
* and added in the where clause *
*******************************************************************************************************/
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') in (@Retired, 'N' )
OR [TMP].[WKCODE] = @Code)
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_CASEDIARYFetchActionWorkTypebyActionCode'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_CASEDIARYFetchActionWorkTypebyActionCode]
END
GO
CREATE PROCEDURE
[KAAS_CASEDIARYFetchActionWorkTypebyActionCode]
(@ActionCode VARCHAR(5),
@SearchText VARCHAR(4000) = '')
AS
/*******************************************************************************************************
* This procedure is used to FETCH Work Type by Action code. *
* *
* Stored Procedure Name : [dbo].[KAAS_CASEDIARYFetchActionWorkTypebyActionCode] *
* Copied from : [dbo].[ky_NETCASEDIARYFetchActionWorkTypebyActionCode] *
* *
* Modification History : *
* 2019-04-12 Vinodhan K Created *
* 2019-08-27 Vinodhan K Search functionality added (KEYHM-495) *
* 2023-06-14 Nithyanandham M select additional column's in the select query *
*******************************************************************************************************/
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],
T.[PUBLISHER],
T.CreateAsCompleted,
T.[AutoPopulate],
T.[RequiredAction],
T.[HoldCasePlan],
T.[KYC],
T.[BillableUI],
T.[UPDATEFIELD],
T.[ChargeValue],
T.[ChargeInterest],
T.[Arrangement],
T.[AssignActionTo],
T.[AssignHandler],
T.[AssignTeamActionTo],
T.[AssignTeam],
T.[AuthorisationRequired],
T.[Authby],
[Flag]
FROM (SELECT AWT.[WORKTYPE],
AWT.[ACTIONCODE],
AWT.[SEQ],
TAC.[DESC] AS [TEXT1],
TAC.[WKTCODE],
TAC.[ACTIONCATEGORY],
TAC.[PUBLISHER],
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],
[TAC].[CreateAsCompleted],
[TAC].[AutoPopulate],
[TAC].[RequiredAction],
[TAC].[HoldCasePlan],
[TAC].[KYC],
[TAC].[BILLABLE] As [BillableUI],
[TAC].[UPDATEFIELD],
[TAC].[ChargeValue],
[TAC].[ChargeInterest],
[TAC].[Arrangement],
[TAC].[AssignActionTo],
[TAC].[AssignHandler],
[TAC].[AssignTeamActionTo],
[TAC].[AssignTeam],
[TAC].[AuthorisationRequired],
[TAC].[Authby],
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'KAAS_CASEDIARYFetchAttachments',N'P')IS NOT NULL
DROP PROCEDURE [KAAS_CASEDIARYFetchAttachments]
GO
CREATE PROCEDURE
[dbo].[KAAS_CASEDIARYFetchAttachments]
(@DiaryId INT,
@Handler NVARCHAR(20) = null
)
AS
/*******************************************************************************************************
* Fetch Attachment list by diary number *
* *
* Stored Procedure Name : [dbo].[KAAS_CASEDIARYFetchAttachments] *
* Copied from : [dbo].[ky_NETCASEDIARYFetchAttachments] *
* *
* Modification History : *
* 2019-04-16 Vinodhan K Created *
* 2022-02-14 Arun V Added Access log
* 2022-09-07 Ghayathri.S.V Modified- Conditional order by clause based on Action Type *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
--SET @Handler = RTRIM(ISNULL(@Handler, 'ADM'))
INSERT
INTO [dbo].[DiaryAttachmentAccess]
([TrackReference],
[Handler],
[Comment])
SELECT [DAT].[TrackReference],
@Handler,
'Listed for Diary'
FROM [dbo].[DiaryAttachments] [DAT]
WHERE [DAT].[DiaryID] = @DiaryId
--Attachments list
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],
RTRIM(ISNULL([DAT].[TYPE], '')) AS [TYPE],
RTRIM(ISNULL(DCL.[CLASSDESCRIPTION], '')) AS [CLASSDESCRIPTION],
[DAT].[DATEENTERED] AS [DATEENTERED],
RTRIM(ISNULL([DAT].[SYSTEM], 'N')) AS [SYSTEM],
RTRIM(ISNULL([DAT].[DOCCLASS], '')) AS [DOCCLASS],
[DV].[CurrentVersion] AS [CurrentVersion],
RTRIM(ISNULL(DX.[IMDocID], '')) AS [IMDocID],
RTRIM(ISNULL([DAT].[ENTEREDBY], '')) AS [ENTEREDBY],
RTRIM(ISNULL([DAT].[LASTACCESSBY], '')) AS [LASTACCESSBY],
RTRIM(ISNULL([DAT].[DICTATIONFILE], '')) AS [DICTATIONFILE],
RTRIM(ISNULL([DAT].[SOURCE], '')) AS [Source],
[MAT].uniqueid AS [UniqueId]
FROM [dbo].[DiaryAttachments] [DAT]
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]
INNER JOIN [dbo].[matters] [MAT]
ON [DAT].[CASECODE] = [MAT].[Code]
INNER JOIN [dbo].diary [DIA]
ON [DAT].[CASECODE] = [DIA].[CASECODE] AND [DAT].[DiaryID] = [DIA].[ACTIONID]
WHERE [DAT].[DiaryID] = @DiaryId
ORDER BY CASE WHEN [DIA].[ACTIONTYPE] = 'E' AND ([DAT].[TYPE] = 'msg' OR [DAT].[TYPE] = 'EML' ) THEN 1 ELSE 2 END,
[DAT].[TrackReference] DESC
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KAAS_CaseDiaryFetchTextField',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_CaseDiaryFetchTextField]
GO
CREATE PROCEDURE [dbo].[KAAS_CaseDiaryFetchTextField]
(
@ActionId INT
)
AS
/*******************************************************************************************************
* Fetches the file path using Track Reference No. *
* *
* Stored Procedure Name : [dbo].[KAAS_CaseDiaryFetchTextField] *
* *
* Modification History : *
* 2020-12-08 Sadiq Created *
********************************************************************************************************/
BEGIN
SELECT ISNULL(CONVERT(VARCHAR(MAX), TEXT1), '') as Txt
FROM DIARY
WHERE ACTIONID = @ActionId
END
GO
IF OBJECT_ID(N'KAAS_CaseSummaryPageLoad',N'P')IS NOT NULL
DROP PROCEDURE [KAAS_CaseSummaryPageLoad]
GO
CREATE PROCEDURE
[dbo].[KAAS_CaseSummaryPageLoad]
(@CaseCode VARCHAR(20))
AS
/*******************************************************************************************************
* To get all detail about the matter to load it on to the grid. *
* *
* Stored Procedure Name : [dbo].[KAAS_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].[KAAS_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].[KAAS_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].[KAAS_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].[KAAS_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 EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_CaseSummaryUpdateEstimateFee'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_CaseSummaryUpdateEstimateFee]
END
GO
CREATE PROCEDURE KAAS_CaseSummaryUpdateEstimateFee
(
@CaseCode VARCHAR(20),
@EstimateFee DECIMAL(18,2),
@CurrentUser VARCHAR(5)
)
AS
/********************************************************************************************************************************
*
* Copied from ky_NETCaseSummaryUpdateEstimateFee
*
* Used to update EstimateFee details
*
* Modification History
* 2015-02-12 Arun Change NVARCHAR to VARCHAR
* 2016-09-28 Arun Have added estimated fee log
* 2020-01-03 Ganapathy Recreated
********************************************************************************************************************************/
BEGIN
DECLARE @OldEstimateValue DECIMAL(17,2)
SELECT @OldEstimateValue = EstFee
FROM Matters
WHERE Code = @CaseCode
IF(@OldEstimateValue <> @EstimateFee )
BEGIN
INSERT INTO MatterEstimateFeeLogs
(
[Log],
[Mattercode],
[Who],
[EstimateFee]
)
VALUES
(
(CASE WHEN @OldEstimateValue = '0.00' then 'Added' when @OldEstimateValue <> '0.00' and @EstimateFee = '0.00' THEN 'Deleted' ELSE 'Changed' END),
@CaseCode,
@CurrentUser,
@EstimateFee
)
END
UPDATE
Matters
SET
EstFee = @EstimateFee
WHERE
Code = @CaseCode
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_CaseSummaryUpdateExpBillD'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_CaseSummaryUpdateExpBillD]
END
GO
CREATE PROCEDURE [dbo].[KAAS_CaseSummaryUpdateExpBillD]
(
@CaseCode VARCHAR(20),
@ExpBillD VARCHAR(20)
)
AS
/********************************************************************************************************************************
*
* Copied from ky_NETCaseSummaryUpdateExpBillD
*
* Used to update expected bill date
*
* Modification History
* 2015-02-12 Arun Change NVARCHAR to VARCHAR
* 2020-01-03 Ganapathy Recreated
********************************************************************************************************************************/
BEGIN
UPDATE Matters SET ExpBillD = @ExpBillD
WHERE Code = @CaseCode
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_CaseWorkflowSetupUDFDelete'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_CaseWorkflowSetupUDFDelete]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_CaseWorkflowSetupUDFDelete]
(@UDFILE VARCHAR(50),
@UDUVCODE VARCHAR(50),
@UDWKCODE VARCHAR(50),
@UDSEQ SMALLINT)
/************************************************************************************************
* This procedure is used Delete the information for work flow Action Page file types * *
* *
* Stored Procedure Name : [dbo].[KAAS_CaseWorkflowSetupUDFDelete] *
* Copied from : [dbo].[ky_NETCaseWorkflowSetupUDFDelete] *
* *
* Modification History : *
* 2023-07-07 Nithyanandham M Created *
************************************************************************************************/
AS
BEGIN
SET NOCOUNT ON
DELETE [UTWT]
FROM [dbo].[UDFTemplatesWorkTypes] [UTWT]
WHERE [UTWT].[UDFILE] = @UDFILE
AND [UTWT].[UDUVCODE] = @UDUVCODE
AND [UTWT].[UDWKCODE] = @UDWKCODE
AND [UTWT].[UDSEQ] = @UDSEQ
DECLARE @UTWT TABLE
([id] SMALLINT IDENTITY(1, 1),
[UDUVCODE] CHAR(30),
[UDFILE] CHAR(5),
[UDSEQ] SMALLINT)
INSERT
INTO @UTWT
([UDUVCODE],
[UDFILE],
[UDSEQ])
SELECT [UTWT].[UDUVCODE],
[UTWT].[UDFILE],
[UTWT].[UDSEQ]
FROM [dbo].[UDFTemplatesWorkTypes] [UTWT]
WHERE [UTWT].[UDWKCODE] = @UDWKCODE
ORDER BY [UTWT].[UDSEQ]
UPDATE [UTWT]
SET [UTWT].[UDSEQ] = [UTN].[id]
FROM @UTWT UTN
INNER JOIN [dbo].[UDFTemplatesWorkTypes] [UTWT]
ON [UTWT].[UDFILE] = [UTN].[UDFILE]
AND [UTWT].[UDUVCODE] = [UTN].[UDUVCODE]
AND [UTWT].[UDWKCODE] = @UDWKCODE
AND [UTWT].[UDSEQ] = [UTN].[UDSEQ]
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_CCFetchPrecedent'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_CCFetchPrecedent]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_CCFetchPrecedent]
(@DIARYID INT)
AS
/*******************************************************************************************
*
* [dbo].[ky_NETCCFetchPrecedent]
*
* Load the file in precedent for Client Case Page update action.
*
* Modification History
* 2016-12-15 Pino Carafa Imported into Framework V2
* 2016-12-15 Pino Carafa Coding standards
* 2016-12-15 Pino Carafa Use UNC Alias
* 2016-12-15 Pino Carafa Remove superfluous last column named "Expr1"
* 2020-03-05 Arun V Copied from ky_NETCCFetchPrecedent
*******************************************************************************************/
BEGIN
SET NOCOUNT ON
SELECT RTRIM([TDC].[CODE]) AS [CODE],
CASE WHEN [UNC].[UNC] IS NULL
THEN RTRIM(ISNULL([TDC].[FILEPATH],
''))
ELSE UNC.[UNC]
+ SUBSTRING(RTRIM(ISNULL([TDC].[FILEPATH],
'')),
3,
LEN(RTRIM(ISNULL([TDC].[FILEPATH],
'')))
- 2) END AS [FILEPATH],
RTRIM([TDC].[NAME]) AS [NAME],
[DAT].[DiaryID] AS [DIARYID],
[DAT].[TrackReference] AS [TRACKREFERENCE]
FROM [dbo].[DiaryAttachments] [DAT]
INNER JOIN [dbo].[TemplateDocuments] [TDC]
LEFT OUTER JOIN [dbo].[UNCAlias] [UNC]
ON SUBSTRING([TDC].[FILEPATH], 2, 1) = ':'
AND [UNC].[Drive] = SUBSTRING([TDC].[FILEPATH], 1, 1)
ON [TDC].[CODE] = [DAT].[NAME]
WHERE [DAT].[DiaryID] = @DIARYID
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KAAS_ChangeApplytoAllProperty',N'P')IS NOT NULL
DROP PROCEDURE KAAS_ChangeApplytoAllProperty
GO
CREATE PROC KAAS_ChangeApplytoAllProperty
@ContactCode VARCHAR(20),
@Status BIT=0
AS
/*******************************************************************************************************
* *
* *
* Stored Procedure Name : [dbo].[KAAS_ChangeApplytoAllProperty] *
* Copied from : [dbo].[Ky_NetChangeApplytoAllProperty] *
* *
* Modification History : *
* 2019-04-13 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
UPDATE
[ContactNETPrivileges]
SET
ApplyToNewMatters=@Status
WHERE
ContactCode=@ContactCode
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_ChangeContactPrivilegeGroup'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_ChangeContactPrivilegeGroup]
END
GO
CREATE PROCEDURE
KAAS_ChangeContactPrivilegeGroup
(@ContactCode VARCHAR(10),
@GroupID INT,
@BitOnOrOff INT)
AS
/*******************************************************************************************************
* Sets or unsets whether a matter is part of a particular Privilege Group. *
* *
* Stored Procedure Name : [dbo].[KAAS_ChangeContactPrivilegeGroup] *
* Copied from : [dbo].[ky_NETChangeContactPrivilegeGroup] *
* *
* Modification History : *
* 2019-04-13 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
DECLARE @BitWiseID BIGINT
--DECLARE @ContactCode VARCHAR(20)
--SET @ContactCode = (SUBSTRING(@MatterCode,0,CHARINDEX('/',@MatterCode ,0)))
IF EXISTS (SELECT TOP 1 1 FROM [Contacts] WHERE [Code] = @ContactCode)
BEGIN --IF the matter EXISTS
SELECT @BitWiseID = SNG.[BitWiseID]
FROM [dbo].[SecurityNETGroups] SNG
WHERE SNG.[GroupID] = @GroupID
IF (NOT @BitWiseID IS NULL)
BEGIN --IF the security group EXISTS
-- Create Privileges IF the record doesn't exist yet
-- (i.e. matter was accessible to all users)
INSERT
INTO [dbo].[ContactNETPrivileges]
([ContactCode],
[Previleges])
SELECT NCNP.[ContactCode],
NCNP.[Privileges]
FROM (SELECT @ContactCode AS ContactCode,
CONVERT(BIGINT,0) AS [Privileges]) NCNP
INNER JOIN [dbo].[Contacts] CON
ON CON.[Code] = NCNP.[ContactCode]
LEFT OUTER JOIN [dbo].[ContactNETPrivileges] OCNP
ON OCNP.[ContactCode] = NCNP.[ContactCode]
WHERE OCNP.[ContactCode] IS NULL
-- Set Privileges - Bit OR will set it AS always ON,
-- then we can simply subtract IF it's to be set off
UPDATE CNP
SET CNP.[Previleges] = ( ISNULL(CONVERT(BIGINT, CNP.Previleges),
CONVERT(BIGINT, 0))
| @BitWiseID)
- CASE WHEN @BitOnOrOff = 0
THEN @BitWiseID
ELSE 0 END
FROM [dbo].[ContactNETPrivileges] CNP
WHERE CNP.[ContactCode] = @ContactCode
-- If all privileges are unchecked, the matter is deemed to be accessible
-- to all, AND the MatterNetPrivileges record can be deleted.
DELETE CNP
FROM [dbo].[ContactNETPrivileges] CNP
WHERE CNP.[ContactCode] = @ContactCode
AND ISNULL(CONVERT(BIGINT, CNP.[Previleges]), CONVERT(BIGINT, 0)) = CONVERT(BIGINT, 0)
END --IF the security group EXISTS
--EXEC ky_NETSPChangeMatterPrivilegeGroup @MatterCode,@GroupID,@BitOnOrOff
END --IF the matter EXISTS
END
GO
IF EXISTS(SELECT TOP 1 1
FROM sys.[objects] SO
WHERE SO.[name] = N'KAAS_ChangeMatterPrivilegeGroup'
AND SO.[type] = 'P'
)
BEGIN
DROP PROCEDURE [dbo].[KAAS_ChangeMatterPrivilegeGroup]
END
GO
CREATE PROCEDURE [dbo].[KAAS_ChangeMatterPrivilegeGroup]
(
@matter VARCHAR(20),
@GroupID INT,
@BitOnOrOff INT
)
AS
/*******************************************************************************************************
* Sets or unsets whether a matter is part of a particular Privilege Group *
* *
* Stored Procedure Name : [dbo].[KAAS_ChangeMatterPrivilegeGroup] *
* Copied From : [dbo].[ky_NETSPChangeMatterPrivilegeGroup] *
* *
* Modification History: *
* 2021-08-13 Balamurugan.C Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
DECLARE @BitWiseID BIGINT
IF EXISTS
( SELECT TOP 1 1
FROM [dbo].[Matters] MAT
WHERE [MAT].[Code] = @matter
)
BEGIN --IF the matter EXISTS
SELECT @BitWiseID = [SNG].[BitWiseID]
FROM [dbo].[SecurityNETGroups] SNG
WHERE [SNG].[GroupID] = @GroupID
IF (NOT @BitWiseID IS NULL)
BEGIN --IF the security group EXISTS
-- Create Privileges IF the record doesn't exist yet
-- (i.e. matter was accessible to all users)
INSERT
INTO [dbo].[MatterNetPrivileges]
(
[Matter],
[Privileges]
)
SELECT [NMNP].[Matter],
[NMNP].[Privileges]
FROM
(
SELECT @matter AS [Matter],
CONVERT(BIGINT, 0) AS [Privileges]
) NMNP
INNER JOIN [dbo].[Matters] MAT
ON [MAT].[Code] = [NMNP].[Matter]
LEFT OUTER JOIN [dbo].[MatterNETPrivileges] OMNP
ON [OMNP].[MATTER] = NMNP.[MATTER]
WHERE [OMNP].[MATTER] IS NULL
-- Set Privileges - Bit OR will set it AS always ON,
-- then we can simply subtract IF it's to be set off
UPDATE [MNP]
SET [MNP].[Privileges] = ( ISNULL(CONVERT(BIGINT, [MNP].[Privileges]),
CONVERT(BIGINT, 0))
| @BitWiseID)
- CASE WHEN @BitOnOrOff = 0
THEN @BitWiseID
ELSE 0 END
FROM [dbo].[MatterNetPrivileges] MNP
WHERE [MNP].[MATTER] = @matter
-- If all privileges are unchecked, the matter is deemed to be accessible
-- to all, AND the MatterNetPrivileges record can be deleted.
DELETE [MNP]
FROM [dbo].[MatterNetPrivileges] MNP
WHERE [MNP].[MATTER] = @matter
AND ISNULL(CONVERT(BIGINT, [MNP].[Privileges]), CONVERT(BIGINT, 0)) = CONVERT(BIGINT, 0)
END --IF the security group EXISTS
END --IF the matter EXISTS
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KAAS_ChangeMatterPublish',N'P')IS NOT NULL
DROP PROCEDURE KAAS_ChangeMatterPublish
GO
CREATE PROCEDURE KAAS_ChangeMatterPublish
(
@MatterCode VARCHAR(20),
@IsPublish BIT
)
AS
/*****************************************************************************************
* Procedure Name: KAAS_ChangeMatterPublish
* Description: This procedure is used to update publish field for matter
* Modification History:
* ---------------------------------------------------------------------------------------
* Date Modified by Description
* ---------------------------------------------------------------------------------------
* 2016-05-23 Arun Created
*****************************************************************************************/
BEGIN
UPDATE
Matters
SET
Publish =
(CASE
WHEN @IsPublish = 'True'
THEN 'P'
ELSE
'N'
END)
WHERE
Code = @MatterCode
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_ChangeUDFTemplateOrder'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_ChangeUDFTemplateOrder]
END
GO
CREATE PROCEDURE [dbo].[KAAS_ChangeUDFTemplateOrder]
(
@UDUVCODE VARCHAR(30),
@UDFILE VARCHAR(5),
@UDWKCODE VARCHAR(4),
@CHANGE SMALLINT
)
/************************************************************************************************
* This procedure is used Change UDf template work type order *
* *
* Stored Procedure Name : [dbo].[KAAS_ChangeUDFTemplateOrder] *
* Copied from : [dbo].[ky_NETChangeUDFTemplateOrder] *
* *
* Modification History : *
* 2023-07-07 Nithyanandham M Created *
************************************************************************************************/
AS
BEGIN
SET NOCOUNT ON
DECLARE @Seq SMALLINT
SELECT @Seq= UDSEQ FROM UDFTemplatesWorkTypes WHERE UDUVCODE = @UDUVCODE AND UDFILE = @UDFILE AND UDWKCODE = @UDWKCODE
IF(@Change< 0 ) --- up 1(-1)
BEGIN
UPDATE
UDFTemplatesWorkTypes
SET
UDSEQ = UDSEQ + 1
WHERE
UDSEQ = @Seq - 1 AND UDWKCODE = @UDWKCODE
UPDATE
UDFTemplatesWorkTypes
SET
UDSEQ =
CASE WHEN UDSEQ - 1 < 1 THEN 1
ELSE UDSEQ - 1 END
WHERE
UDUVCODE = @UDUVCODE AND UDFILE = @UDFILE AND UDWKCODE = @UDWKCODE
END
IF(@Change = 1 ) -- Down 1(1)
BEGIN
UPDATE
UDFTemplatesWorkTypes
SET
UDSEQ =
CASE WHEN (UDSEQ - 1 ) <1 THEN 1
ELSE UDSEQ - 1 END
WHERE
UDSEQ = @Seq + 1 AND UDWKCODE = @UDWKCODE
UPDATE
UDFTemplatesWorkTypes
SET
UDSEQ = CASE WHEN (@Seq+@Change) > (SELECT ISNULL(MAX(UDSEQ),0)+1 FROM UDFTemplatesWorkTypes WHERE UDWKCODE = @UDWKCODE AND NOT (RTRIM(UDUVCODE) = RTRIM(@UDUVCODE) AND RTRIM(UDFILE) = RTRIM(@UDFILE))) THEN UDSEQ
ELSE UDSEQ + @Change END
WHERE
UDUVCODE = @UDUVCODE AND UDFILE = @UDFILE AND UDWKCODE = @UDWKCODE
AND
UDSEQ =@Seq
END
IF(@Change = 0 AND @Seq<>1) -- Top(0)
BEGIN
UPDATE
UDFTemplatesWorkTypes
SET
UDSEQ = UDSEQ +1
WHERE
UDSEQ <> @Seq AND UDWKCODE = @UDWKCODE AND UDSEQ < @Seq
UPDATE UDFTemplatesWorkTypes
SET
UDSEQ = 1
WHERE
UDUVCODE = @UDUVCODE AND UDFILE = @UDFILE AND UDWKCODE = @UDWKCODE
AND UDSEQ = @Seq
END
IF(@Change=9999) --Bottom
BEGIN
UPDATE
UDFTemplatesWorkTypes
SET
UDSEQ =(SELECT MAX(UDSEQ ) FROM UDFTemplatesWorkTypes WHERE UDWKCODE = @UDWKCODE )
WHERE
UDSEQ = @Seq AND UDWKCODE = @UDWKCODE
UPDATE
UDFTemplatesWorkTypes
SET
UDSEQ =
CASE WHEN UDSEQ -1 <1 THEN 1
ELSE UDSEQ - 1 END
WHERE
--UDUVCODE = @UDUVCODE AND UDFILE = @UDFILE AND UDWKCODE <> @UDWKCODE
--AND
RTRIM(UDWKCODE) = RTRIM(@UDWKCODE) AND NOT ( RTRIM(UDUVCODE) = RTRIM(@UDUVCODE) AND RTRIM(UDFILE) = RTRIM(@UDFILE))
AND UDSEQ BETWEEN @Seq and (SELECT MAX(UDSEQ) from UDFTemplatesWorkTypes where UDWKCODE = @UDWKCODE)
END
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = 'KAAS_CheckCaseContactAvailability'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_CheckCaseContactAvailability]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_CheckCaseContactAvailability]
(@SEARCH NVARCHAR(MAX))
AS
/*********************************************************************************************************************
*
* Checks the availability of case contact based on type and sequence for the specified case code
*
* Stored Procedure : KAAS_CheckCaseContactAvailability
*
* Example search string
*
*
*
*
*
*
*
*
*
* Modification History
* 2020-01-14 Vinodhan Created KAAS_CheckCaseContactAvailability
*
*********************************************************************************************************************/
BEGIN
DECLARE @SEARCHES TABLE
([Id] INT IDENTITY(1, 1),
[CaseCode] VARCHAR(20),
[ContactType] VARCHAR(20),
[Seq] INT,
[IsPrompt] BIT)
DECLARE @iSL INT
BEGIN TRY
EXEC sp_xml_preparedocument @iSL OUTPUT, @Search
END TRY
BEGIN CATCH
EXEC sp_xml_preparedocument @iSL OUTPUT, N''
END CATCH
BEGIN TRY
INSERT
INTO @SEARCHES
(
[CaseCode],
[ContactType],
[Seq],
[IsPrompt])
SELECT
[SRC].[CaseCode],
[SRC].[ContactType],
[SRC].[Seq],
[SRC].[IsPrompt]
FROM OPENXML(@iSL, N'Contact/ContactField')
WITH ([CaseCode] VARCHAR(20) '../@CaseCode',
[ContactType] VARCHAR(20) '@Type',
[Seq] INT '@Seq',
[IsPrompt] BIT '@IsPrompt') [SRC]
END TRY
BEGIN CATCH
BEGIN TRY
EXEC sp_xml_removedocument @iSL
END TRY
BEGIN CATCH
END CATCH
SELECT TOP 1
'INVALID XML' AS [ContactType],
'' AS [Seq],
0 AS [IsPrompt]
RETURN
END CATCH
EXEC sp_xml_removedocument @iSL
IF NOT EXISTS (SELECT TOP 1 1 FROM @SEARCHES)
BEGIN
SELECT TOP 1
'INVALID XML' AS [ContactType],
'' AS [Seq],
0 AS [IsPrompt]
RETURN
END
SELECT
[SRC].[ContactType] AS [ContactType],
[SRC].[Seq] AS [Seq],
CASE
WHEN
NOT EXISTS (SELECT TOP 1 1 FROM [CaseContacts] WHERE [CASECODE] = [SRC].[CaseCode] AND [CONTYPE] = [SRC].[ContactType] AND [CONNUM] = [SRC].[Seq])
THEN
1
ELSE 0
END AS [IsPrompt]
FROM
@SEARCHES [SRC]
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = 'KAAS_CheckClientAvailability'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_CheckClientAvailability]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_CheckClientAvailability]
(@SEARCH NVARCHAR(MAX))
AS
/***********************************************************************************
* *
* Checks the availability of case clients for the specified case code *
* *
* Stored Procedure : KAAS_CheckClientAvailability *
* Copied From : ky_NETSPXMLGetMissingCaseItems *
* *
* *
* Example search string *
* *
* *
* *
* *
* *
* Modification History *
* 2020-03-11 Vinodhan Created KAAS_CheckClientAvailability *
* *
***********************************************************************************/
BEGIN
DECLARE @SEARCHES TABLE
([Id] INT IDENTITY(1, 1),
[ClientCode] VARCHAR(20),
[Code] VARCHAR(50),
[Seq] INT,
[IsPrompt] BIT)
DECLARE @iSL INT
BEGIN TRY
EXEC sp_xml_preparedocument @iSL OUTPUT, @Search
END TRY
BEGIN CATCH
EXEC sp_xml_preparedocument @iSL OUTPUT, N''
END CATCH
BEGIN TRY
INSERT
INTO @SEARCHES
(
[ClientCode],
[Code],
[Seq],
[IsPrompt])
SELECT
[SRC].[ClientCode],
[SRC].[Code],
[SRC].[Seq],
[SRC].[IsPrompt]
FROM OPENXML(@iSL, N'Client/ClientField')
WITH ([ClientCode] VARCHAR(20) '../@ClientCode',
[Code] VARCHAR(20) '@Code',
[Seq] INT '@Seq',
[IsPrompt] BIT '@IsPrompt') [SRC]
END TRY
BEGIN CATCH
BEGIN TRY
EXEC sp_xml_removedocument @iSL
END TRY
BEGIN CATCH
END CATCH
SELECT TOP 1
'INVALID XML' AS [Code],
'' AS [Seq],
0 AS [IsPrompt]
RETURN
END CATCH
EXEC sp_xml_removedocument @iSL
IF NOT EXISTS (SELECT TOP 1 1 FROM @SEARCHES)
BEGIN
SELECT TOP 1
'INVALID XML' AS [Code],
'' AS [Seq],
0 AS [IsPrompt]
RETURN
END
SELECT
[SRC].[Code] AS [Code],
[SRC].[Seq] AS [Seq],
CASE
WHEN
NOT EXISTS (SELECT TOP 1 1 FROM [ClientContacts] WHERE [CLCODE] = [SRC].[ClientCode] AND [CLNUMCONTACT] = [SRC].[Seq])
THEN
1
ELSE 0
END AS [IsPrompt]
FROM
@SEARCHES [SRC]
END
GO
IF OBJECT_ID(N'KAAS_CheckClientCodeSize',N'P')IS NOT NULL
DROP PROCEDURE KAAS_CheckClientCodeSize
GO
CREATE PROCEDURE KAAS_CheckClientCodeSize
(@CLIENTCODE AS VARCHAR(10))
AS
/*******************************************************************************************************
* This procedure is used to addup extra space to the client code while performing new case and *
* move matter functionality. *
* *
* Stored Procedure Name : [dbo].[KAAS_CheckClientCodeSize] *
* Copied from : [dbo].[KY_NETCheckClientCodeSize] *
* *
* Modification History : *
* 2019-04-12 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
DECLARE @MaxClientCode INT
DECLARE @NEWCLIENTCODE VARCHAR(10)
SELECT @MaxClientCode = [SET].[KeyValue]
FROM [dbo].[Settings] [SET]
WHERE [SET].[KeyName] = 'MaxClCode'
IF (@MaxClientCode IS NULL)
BEGIN
IF ([dbo].[ISSAM4]() = 0)
BEGIN
SET @MaxClientCode = 6
END
ELSE
BEGIN
SET @MaxClientCode = 8
END
END
SET @NEWCLIENTCODE = SUBSTRING(@CLIENTCODE + ' ', 1, @MaxClientCode)
SELECT ISNULL(@NEWCLIENTCODE ,'') AS NEWCLIENTCODE
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KAAS_CheckCodeExists_Maintenance', N'P') IS NOT NULL
BEGIN
DROP PROCEDURE [dbo].[KAAS_CheckCodeExists_Maintenance]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_CheckCodeExists_Maintenance]
(
@Mode varchar(10),
@TableName varchar(50),
@CodeVal varchar(10),
@Description varchar(200),
@NewCodeVal varchar(20)
)
AS
/*******************************************************************************************************
*This procedure is used to check if the code exists already in the master table *
*
* Modification History : *
* 2023-09-01 Ghayathri.S.V Created
* 2023-09-05 Ghayathri.S.V Inserted check for Contact Type and Occupation code modules *
* 2023-09-21 Ghayathri.S.V Inserted check for Nominal Types code modules *
* 2023-11-23 Revathy.D Inserted check for Handler charge groups, Intro by and ID codes *
* 2023-11-28 Revathy.D Inserted check for KYC type,Item Type and Location *
* 2023-11-29 Revathy.D Inserted check for SMS Templates *
* 2023-12-18 Revathy.D Inserted check for Charge Type *
*******************************************************************************************************/
BEGIN
DECLARE @TableVariable table (Code varchar(50))
DECLARE @Qry Nvarchar(Max)
DECLARE @result varchar(10)
SET @result = 1
IF(@TableName = 'TimeAdminCodes')
BEGIN
SET @Qry = '
BEGIN
IF EXISTS(SELECT TOP 1 1 FROM TimeAdminCodes WHERE RTRIM([NCCode]) = '''' + @CodeVal + '''')
SET @result = 0
END'
END
ELSE IF(@TableName = 'Branch')
BEGIN
SET @Qry = '
BEGIN
IF EXISTS(SELECT TOP 1 1 FROM Branch WHERE RTRIM([BranchCode]) = '''' + @CodeVal + '''')
SET @result = 0
END'
END
ELSE IF(@TableName = 'ClientGroup')
BEGIN
SET @Qry = '
BEGIN
IF EXISTS(SELECT TOP 1 1 FROM ClientGroup WHERE RTRIM([GroupCode]) = '''' + @CodeVal + '''')
SET @result = 0
END'
END
ELSE IF(@TableName = 'FileColours')
BEGIN
SET @Qry = '
BEGIN
IF EXISTS(SELECT TOP 1 1 FROM FileColours WHERE RTRIM([ColourCode]) = '''' + @CodeVal + '''')
SET @result = 0
END'
END
ELSE IF(@TableName = 'UndertakingStatus')
BEGIN
SET @Qry = '
BEGIN
IF EXISTS(SELECT TOP 1 1 FROM UndertakingStatus WHERE StatusDesc = '''' + @NewCodeVal + '''')
SET @result = 0
END'
END
ELSE IF(@TableName = 'ClientType')
BEGIN
SET @Qry = '
BEGIN
IF EXISTS(SELECT TOP 1 1 FROM ClientType WHERE [Description] = '''' + @Description + '''')
SET @result = 0
END'
END
ELSE IF(@TableName = 'UDFCategory')
BEGIN
SET @Qry = '
BEGIN
IF EXISTS(SELECT TOP 1 1 FROM UDFCategory WHERE UDFCategory = '''' + @Description + '''')
SET @result = 0
END'
END
ELSE IF(@TableName = 'Maritals')
BEGIN
SET @Qry = '
BEGIN
IF EXISTS(SELECT TOP 1 1 FROM MiscCodes WHERE CDETYPE = ''MRS'' AND CDECODE = '''' + @CodeVal + '''')
SET @result = 0
END'
END
ELSE IF(@TableName = 'Contact Type')
BEGIN
SET @Qry = '
BEGIN
IF EXISTS(SELECT TOP 1 1 FROM MiscCodes WHERE CDETYPE = ''CCL'' AND CDECODE = '''' + @CodeVal + '''')
SET @result = 0
END'
END
ELSE IF(@TableName = 'Occupation')
BEGIN
SET @Qry = '
BEGIN
IF EXISTS(SELECT TOP 1 1 FROM MiscCodes WHERE CDETYPE = ''OCC'' AND CDECODE = '''' + @CodeVal + '''')
SET @result = 0
END'
END
ELSE IF(@TableName = 'NationCodes')
BEGIN
SET @Qry = '
BEGIN
IF EXISTS(SELECT TOP 1 1 FROM NationCodes WHERE RTRIM([Nation]) = '''' + @CodeVal + '''')
SET @result = 0
END'
END
ELSE IF(@TableName = 'CategoryType')
BEGIN
SET @Qry = '
BEGIN
IF EXISTS(SELECT TOP 1 1 FROM CategoryType WHERE CategoryType = '''' + @CodeVal + '''')
SET @result = 0
END'
END
ELSE IF(@TableName = 'BillDescriptions')
BEGIN
SET @Qry = '
BEGIN
IF EXISTS(SELECT TOP 1 1 FROM BillDescriptions WHERE SEARCHFIELD = '''' + @CodeVal + '''')
SET @result = 0
END'
END
ELSE IF(@TableName = 'DocumentClasses')
BEGIN
SET @Qry = '
BEGIN
IF EXISTS(SELECT TOP 1 1 FROM DocumentClasses WHERE CLASSCODE = '''' + @CodeVal + '''')
SET @result = 0
END'
END
ELSE IF(@TableName = 'filetypes')
BEGIN
SET @Qry = '
BEGIN
IF EXISTS(SELECT TOP 1 1 FROM filetypes WHERE [Type] = '''' + @CodeVal + '''')
SET @result = 0
END'
END
ELSE IF(@TableName = 'TaxType')
BEGIN
SET @Qry = '
BEGIN
IF EXISTS(SELECT TOP 1 1 FROM TaxType WHERE TaxType = '''' + @CodeVal + '''')
SET @result = 0
END'
END
ELSE IF(@TableName = 'TaxHead')
BEGIN
SET @Qry = '
BEGIN
IF EXISTS(SELECT TOP 1 1 FROM TaxHead WHERE TAXHEAD = '''' + @CodeVal + '''')
SET @result = 0
END'
END
ELSE IF(@TableName = 'NominalTypes')
BEGIN
SET @Qry = '
BEGIN
IF EXISTS(SELECT TOP 1 1 FROM NominalTypes WHERE RTRIM([NTYCODE]) = '''' + @CodeVal + '''')
SET @result = 0
END'
END
ELSE IF(@TableName = 'IntroBy')
BEGIN
SET @Qry = '
BEGIN
IF EXISTS(SELECT TOP 1 1 FROM [dbo].[IntroductionBy] WHERE RTRIM([Pk_Intro]) = '''' + @CodeVal + '''')
SET @result = 0
END'
END
ELSE IF (@TableName='HandlerChargeGroup')
BEGIN
SET @Qry = '
BEGIN
IF EXISTS(SELECT TOP 1 1 FROM [dbo].[HandlerChargeGroups] WHERE RTRIM([Code]) = '''' + @CodeVal + '''')
SET @result = 0
END'
END
ELSE IF (@TableName = 'ID Code')
BEGIN
SET @Qry = '
BEGIN
IF EXISTS(SELECT TOP 1 1 FROM [dbo].[IDCodes] WHERE RTRIM(ISNULL(IdCode, 0)) = '''' + @CodeVal + '''')
SET @result = 0
END'
END
ELSE IF(@TableName = 'Location')
BEGIN
SET @Qry = '
BEGIN
IF EXISTS(SELECT TOP 1 1 FROM ItemLocations WHERE RTRIM(Code) = '''' + @CodeVal + '''')
SET @result = 0
END'
END
ELSE IF(@TableName = 'KYCType')
BEGIN
SET @Qry = '
BEGIN
IF EXISTS(SELECT TOP 1 1 FROM KYCType WHERE RTRIM(PK_Type) = '''' + @CodeVal + '''')
SET @result = 0
END'
END
ELSE IF(@TableName = 'Item Types')
BEGIN
SET @Qry = '
BEGIN
IF EXISTS(SELECT TOP 1 1 FROM ItemTypes WHERE RTRIM([TypeCode]) = '''' + @CodeVal + '''')
SET @result = 0
END'
END
ELSE IF(@TableName = 'SMSTemplates')
BEGIN
SET @Qry = '
BEGIN
IF EXISTS(SELECT TOP 1 1 FROM SMSMessageTemplates WHERE RTRIM([Code]) = '''' + @CodeVal + '''')
SET @result = 0
END'
END
ELSE IF(@TableName = 'Charge Type')
BEGIN
SET @Qry = '
BEGIN
IF EXISTS(SELECT TOP 1 1 FROM [ChargeType] WHERE RTRIM([ChargeType]) = '''' + @CodeVal + '''')
SET @result = 0
END'
END
ELSE
BEGIN
SET @Qry = '
BEGIN
IF EXISTS(SELECT TOP 1 1 FROM ' + QUOTENAME(@TableName) + ' WHERE Code = '''' + @CodeVal + '''')
SET @result = 0
END'
END
Exec sp_executesql @Qry,
N'@TableName VARCHAR(100), @CodeVal VARCHAR(50),@Description VARCHAR(100), @NewCodeVal varchar(20), @result varchar(10) OUTPUT',
@TableName = @TableName,
@CodeVal = @CodeVal,
@Description = @Description,
@NewCodeVal = @NewCodeVal,
@result = @result OUTPUT
RETURN @result
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_CheckDependentActionsCompleted'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_CheckDependentActionsCompleted]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_CheckDependentActionsCompleted]
(@ActionID INT,
@SearchText VARCHAR(4000) = NULL,
@PageNumber INT = NULL,
@PageSize INT = NULL,
@SortColumn VARCHAR(50) = NULL,
@SortDirection VARCHAR(10) = NULL)
AS
/*********************************************************************************
* *
* Checks whether any dependent preceding actions have not yet been completed *
* Stored Procedure name : KAAS_CheckDependentActionsCompleted *
* Copied From : [dbo].[ky_NETSPCheckDependentActionsCompleted] *
* *
* Modification History *
* 2016-10-20 Pino Carafa Created *
* 2019-12-16 Vinodhan Created KAAS_CheckDependentActionsCompleted *
* *
********************************************************************************/
BEGIN
SET NOCOUNT ON
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(ISNULL(@SortDirection, '') = '' OR RTRIM(LTRIM(@SortDirection)) = '')
BEGIN
SET @SortDirection = 'ASC'
END
SELECT
IDENTITY(INT, 1,1) AS [Row_Number],
*
INTO
#FoundTable
FROM
(SELECT CASE RTRIM(ISNULL([TDA].[TimeFrame], 'Any Time'))
WHEN 'Day(s)' THEN 'Day(s)'
WHEN 'Week(s)' THEN 'Week(s)'
WHEN 'Month(s)' THEN 'Month(s)'
WHEN 'Year(s)' THEN 'Year(s)'
ELSE 'Any Time' END AS [TimeFrame],
ISNULL([TDA].[TimeFramAmount], 0) AS [TimeFrameAmount],
RTRIM(ISNULL([TDA].[DependentActionCode], '')) AS [DependentActionCode],
RTRIM(ISNULL([TAC].[DESC], '')) AS [Description],
CASE WHEN [ATA].[TOTAL]
+ [DAY].[TOTAL]
+ [WKS].[TOTAL]
+ [MTH].[TOTAL]
+ [YEA].[TOTAL] > 0
THEN 1
ELSE 0 END AS [Done]
FROM [dbo].[diary] [DIA]
INNER JOIN [dbo].[TemplateDependentActions] [TDA]
ON [TDA].[ActionCode] = [DIA].[ACTIONCODE]
INNER JOIN [dbo].[TemplateActions] [TAC]
ON [TAC].[ACTIONCODE] = [TDA].[DependentActionCode]
CROSS APPLY (SELECT COUNT(1) AS [TOTAL]
FROM [dbo].[diary] [DIAAT]
WHERE RTRIM(ISNULL([TDA].[TimeFrame], 'Any Time')) NOT IN ('Day(s)', 'Week(s)', 'Month(s)', 'Year(s)')
AND [DIAAT].[CASECODE] = [DIA].[CASECODE]
AND [DIAAT].[ACTIONCODE] = [TDA].[DependentActionCode]
AND [DIAAT].[STATUS] = 1) [ATA]
CROSS APPLY (SELECT COUNT(1) AS [TOTAL]
FROM [dbo].[diary] [DIAD]
WHERE RTRIM(ISNULL([TDA].[TimeFrame], 'Any Time')) = 'Day(s)'
AND [DIAD].[CASECODE] = [DIA].[CASECODE]
AND [DIAD].[DATE] <= DIA.[DATE]
AND DATEADD(DAY, [TDA].[TimeFramAmount], [DIAD].[DATE]) >= [DIA].[DATE]
AND [DIAD].[ACTIONCODE] = [TDA].[DependentActionCode]
AND [DIAD].[STATUS] = 1) [DAY]
CROSS APPLY (SELECT COUNT(1) AS [TOTAL]
FROM [dbo].[diary] [DIAW]
WHERE RTRIM(ISNULL([TDA].[TimeFrame], 'Any Time')) = 'Week(s)'
AND [DIAW].[CASECODE] = [DIA].[CASECODE]
AND [DIAW].[DATE] <= DIA.[DATE]
AND DATEADD(DAY, (7 * [TDA].[TimeFramAmount]), [DIAW].[DATE]) >= [DIA].[DATE]
AND [DIAW].[ACTIONCODE] = [TDA].[DependentActionCode]
AND [DIAW].[STATUS] = 1) [WKS]
CROSS APPLY (SELECT COUNT(1) AS [TOTAL]
FROM [dbo].[diary] [DIAM]
WHERE RTRIM(ISNULL([TDA].[TimeFrame], 'Any Time')) = 'Month(s)'
AND [DIAM].[CASECODE] = [DIA].[CASECODE]
AND [DIAM].[DATE] <= DIA.[DATE]
AND DATEADD(MONTH, [TDA].[TimeFramAmount], [DIAM].[DATE]) >= [DIA].[DATE]
AND [DIAM].[ACTIONCODE] = [TDA].[DependentActionCode]
AND [DIAM].[STATUS] = 1) [MTH]
CROSS APPLY (SELECT COUNT(1) AS [TOTAL]
FROM [dbo].[diary] [DIAY]
WHERE RTRIM(ISNULL([TDA].[TimeFrame], 'Any Time')) = 'Year(s)'
AND [DIAY].[CASECODE] = [DIA].[CASECODE]
AND [DIAY].[DATE] <= DIA.[DATE]
AND DATEADD(YEAR, [TDA].[TimeFramAmount], [DIAY].[DATE]) >= [DIA].[DATE]
AND [DIAY].[ACTIONCODE] = [TDA].[DependentActionCode]
AND [DIAY].[STATUS] = 1) [YEA]
WHERE
(
ISNULL(@SearchText, '') = '' OR RTRIM(LTRIM(@SearchText)) = ''
OR
(
[TimeFrame] LIKE '%' + @SearchText + '%'
OR
[Description] LIKE '%' + @SearchText + '%'
)
)
AND
[DIA].[ACTIONID] = @ACTIONID) AS FoundTable
ORDER BY
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'TimeFrame' THEN [TimeFrame]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'TimeFrame' THEN [TimeFrame]
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
#FoundTable
WHERE
(
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT
(COUNT([Row_Number])) AS [TotalRecord]
FROM
#FoundTable
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_CheckExistingCases'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_CheckExistingCases]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_CheckExistingCases]
(@SENT VARCHAR(17),
@HASH VARCHAR(32),
@MATTER VARCHAR(20),
@SenderSMTPAddress VARCHAR(MAX),
@TrackReference INT = 0)
AS
/*******************************************************************************************************
* Checks whether an e-mail may already have been saved to case. *
* *
* Stored Procedure Name : [dbo].[KAAS_CheckExistingCases] *
* Copied from : [dbo].[ky_NETSPCheckExistingCases] *
* *
* Modification History : *
* 2019-04-11 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
DECLARE @cases TABLE
([id] INT IDENTITY(1, 1),
[MatterCode] VARCHAR(20),
[ClientCode] VARCHAR(20),
[MatterDescription] VARCHAR(500),
[ClientName] VARCHAR(500),
[ActionID] INT,
[Subject] VARCHAR(1000))
SET @SenderSMTPAddress = RTRIM(ISNULL(@SenderSMTPAddress, ''))
SET @MATTER = RTRIM(ISNULL(@MATTER, ''))
SET @HASH = RTRIM(ISNULL(@HASH, ''))
SET @TrackReference = ISNULL(@TrackReference, 0)
IF (@TrackReference <> 0)
BEGIN
INSERT
INTO @cases
([MatterCode],
[ClientCode],
[MatterDescription],
[ClientName],
[ActionID],
[Subject])
SELECT RTRIM(ISNULL(DIA.[CASECODE], '')) AS [MatterCode],
RTRIM(ISNULL(MAT.[ClientCode], '')) As [ClientCode],
RTRIM(ISNULL(MAT.[Description], '')) As [MatterDescription],
RTRIM(ISNULL(CON.[name], '')) As [ClientName],
ISNULL(DIA.[ActionID], 0) AS [ActionID],
RTRIM(ISNULL(CONVERT(VARCHAR(1000), DIA.[Subject]), '')) As [Subject]
FROM [dbo].[MessageHashXRef] H
INNER JOIN [dbo].[DiaryAttachments] DAT
INNER JOIN [dbo].[diary] DIA
INNER JOIN [dbo].[matters] MAT
INNER JOIN [dbo].[contacts] CON
ON CON.[code] = MAT.[ClientCode]
ON MAT.[code] = DIA.[CASECODE]
ON DIA.[ACTIONID] = DAT.[DIARYID]
ON DAT.[TRACKREFERENCE] = H.[TrackReference]
WHERE H.[TrackReference] = @TrackReference
END
IF (@HASH <> '')
BEGIN
INSERT
INTO @cases
([MatterCode],
[ClientCode],
[MatterDescription],
[ClientName],
[ActionID],
[Subject])
SELECT RTRIM(ISNULL(DIA.[CASECODE], '')) AS [MatterCode],
RTRIM(ISNULL(MAT.[ClientCode], '')) As [ClientCode],
RTRIM(ISNULL(MAT.[Description], '')) As [MatterDescription],
RTRIM(ISNULL(CON.[name], '')) As [ClientName],
ISNULL(DIA.[ActionID], 0) AS [ActionID],
RTRIM(ISNULL(CONVERT(VARCHAR(1000), DIA.[Subject]), '')) As [Subject]
FROM [dbo].[MessageHashXRef] H
INNER JOIN [dbo].[DiaryAttachments] DAT
INNER JOIN [dbo].[diary] DIA
INNER JOIN [dbo].[matters] MAT
INNER JOIN [dbo].[contacts] CON
ON CON.[code] = MAT.[ClientCode]
ON MAT.[code] = DIA.[CASECODE]
ON DIA.[ACTIONID] = DAT.[DIARYID]
ON DAT.[TRACKREFERENCE] = H.[TrackReference]
WHERE H.[Hash] = @Hash
AND ( ( H.[Sent] >= DATEADD(ss, -600, @SENT)
AND H.[Sent] <= DATEADD(ss, 600, @SENT))
OR ( ISNULL([DIA].[TxmDate], [H].[Sent]) >= DATEADD(ss, -600, @SENT)
AND ISNULL([DIA].[TxmDate], [H].[Sent]) <= DATEADD(ss, 600, @SENT))
OR ( ISNULL([DIA].[Date], [H].[Sent]) >= DATEADD(ss, -600, @SENT)
AND ISNULL([DIA].[Date], [H].[Sent]) <= DATEADD(ss, 600, @SENT)))
AND H.[TrackReference] <> @TrackReference
END
IF (@SenderSMTPAddress <> '')
BEGIN
IF (@MATTER <> '')
BEGIN
INSERT
INTO @cases
([MatterCode],
[ClientCode],
[MatterDescription],
[ClientName],
[ActionID],
[Subject])
SELECT RTRIM(ISNULL(MAT.[Code], '')) As [MatterCode],
RTRIM(ISNULL(MAT.[ClientCode], '')) As [ClientCode],
RTRIM(ISNULL(MAT.[Description], '')) As [MatterDescription],
RTRIM(ISNULL(CON.[name], '')) As [ClientName],
ISNULL(DIA.[ActionID], 0) AS [ActionID],
RTRIM(ISNULL(CONVERT(VARCHAR(1000), DIA.[Subject]), '')) As [Subject]
FROM [dbo].[matters] MAT
INNER JOIN [dbo].[contacts] CON
ON CON.[code] = MAT.[ClientCode]
OUTER APPLY (SELECT TOP 1 DI2.[ActionID],
DI2.[Subject]
FROM [dbo].[diary] DI2
WHERE DI2.[CASECODE] = MAT.[CODE]
AND DI2.[TxmDate] >= DATEADD(ss, -120, @SENT)
AND DI2.[TxmDate] <= DATEADD(ss, 120, @SENT)
AND ( DI2.[EMAILADDRESS] LIKE '%<' + @SenderSMTPAddress + '>%'
OR DI2.[EMAILADDRESS] LIKE '%(' + @SenderSMTPAddress + ')%'
OR DI2.[EMAILADDRESS] LIKE '%' + @SenderSMTPAddress + ' <%>%'
OR DI2.[EMAILADDRESS] LIKE '%' + @SenderSMTPAddress + ' (%)%'
OR DI2.[EMAILADDRESS] = @SenderSMTPAddress
OR DI2.[EMAILADDRESS] LIKE [dbo].[ky_InterpretExchangeAddress](@SenderSMTPAddress))
AND DI2.[EMAIL] = 'Y') DIA
CROSS APPLY (SELECT COUNT(1) AS [TOTAL]
FROM @cases CAS
WHERE CAS.[MatterCode] = MAT.[Code]
AND CAS.[ActionID] = DIA.[ACTIONID]) ALI
WHERE MAT.[code] = @MATTER
AND ALI.[TOTAL] = 0
END
ELSE
BEGIN
IF (@HASH = '')
BEGIN
INSERT
INTO @cases
([MatterCode],
[ClientCode],
[MatterDescription],
[ClientName],
[ActionID],
[Subject])
SELECT RTRIM(ISNULL(MAT.[Code], '')) As [MatterCode],
RTRIM(ISNULL(MAT.[ClientCode], '')) As [ClientCode],
RTRIM(ISNULL(MAT.[Description], '')) As [MatterDescription],
RTRIM(ISNULL(CON.[name], '')) As [ClientName],
ISNULL(MAX(DIA.[ActionID]), 0) AS [ActionID],
RTRIM(ISNULL(CONVERT(VARCHAR(1000), DIA.[Subject]), '')) As [Subject]
FROM [dbo].[diary] DIA
INNER JOIN [dbo].[matters] MAT
INNER JOIN [dbo].[contacts] CON
ON CON.[code] = MAT.[ClientCode]
ON MAT.[code] = DIA.[CASECODE]
CROSS APPLY (SELECT COUNT(1) AS [TOTAL]
FROM @cases CAS
WHERE CAS.[ActionID] = DIA.[ACTIONID]) ALI
WHERE DIA.[TxmDate] >= DATEADD(ss, -120, @SENT)
AND DIA.[TxmDate] <= DATEADD(ss, 120, @SENT)
AND ( DIA.[EMAILADDRESS] LIKE '%<' + @SenderSMTPAddress + '>%'
OR DIA.[EMAILADDRESS] LIKE '%(' + @SenderSMTPAddress + ')%'
OR DIA.[EMAILADDRESS] LIKE '%' + @SenderSMTPAddress + ' <%>%'
OR DIA.[EMAILADDRESS] LIKE '%' + @SenderSMTPAddress + ' (%)%'
OR DIA.[EMAILADDRESS] = @SenderSMTPAddress
OR DIA.[EMAILADDRESS] LIKE [dbo].[ky_InterpretExchangeAddress](@SenderSMTPAddress))
AND DIA.[EMAIL] = 'Y'
AND ALI.[TOTAL] = 0
GROUP BY RTRIM(ISNULL(MAT.[Description], '')),
RTRIM(ISNULL(MAT.[Code], '')),
RTRIM(ISNULL(MAT.[ClientCode], '')),
RTRIM(ISNULL(CON.[name], '')),
RTRIM(ISNULL(CONVERT(VARCHAR(1000), DIA.[Subject]), ''))
END
END
END
SELECT CS.[MatterCode],
CS.[ClientCode],
CS.[MatterDescription],
CS.[ClientName],
CS.[ActionID],
CS.[Subject]
FROM @cases CS
ORDER BY CS.[id]
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_CheckFilterNameExists'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_CheckFilterNameExists]
END
GO
CREATE PROCEDURE [dbo].[KAAS_CheckFilterNameExists]
( @HandlerCode VARCHAR(50),
@PageName VARCHAR(100) = NULL,
@FilterName VARCHAR(50),
@ID INT
) AS
/*************************************************************************************************************
* *
* Insert Update Custom Filter details *
* *
* Stored Procedure : KAAS_CheckFilterNameExists *
* *
* *
* Modification History *
* 2020-01-17 Prabhu Created *
* *
*************************************************************************************************************/
BEGIN
IF EXISTS(SELECT [FilterName] FROM CustomFilterbyUserandPage WHERE ID = @ID )
BEGIN
IF NOT EXISTS(SELECT [FilterName] FROM CustomFilterbyUserandPage WHERE [FilterName] = @FilterName AND [HandlerCode] = @HandlerCode AND [PageName] = @PageName AND [ID] != @ID)
BEGIN
SELECT 1 AS Result
END
ELSE
BEGIN
SELECT 0 AS Result
END
END
ELSE
BEGIN
IF NOT EXISTS(SELECT [FilterName] FROM CustomFilterbyUserandPage WHERE [FilterName] = @FilterName AND [HandlerCode] = @HandlerCode AND [PageName] = @PageName)
BEGIN
SELECT 1 AS Result
END
ELSE
BEGIN
SELECT 0 AS Result
END
END
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_CheckKYCOtherFieldNameExists'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_CheckKYCOtherFieldNameExists]
END
GO
create PROCEDURE [dbo].[KAAS_CheckKYCOtherFieldNameExists]
(@ClientCode VARCHAR(20),
@FieldName VARCHAR(100))
AS
/*******************************************************************************************************
* To FETCH the count of the entered Field Name in the other case details main grid. *
* *
* Stored Procedure Name : [dbo].[KAAS_CheckKYCOtherFieldNameExists] *
* *
* Modification History: *
* 2019-10-25 Rajesh Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
SELECT COUNT (1)
FROM ClientUDFAnswers CA
INNER JOIN SystemUserDefinedFields SF
ON CA.UDFFILE = SF.FILEPREFIX
AND CA.UDFNAME = SF.FIELDNAME
WHERE
RTRIM(CA.ClientCode) = RTRIM(@ClientCode) AND
SF.[FieldName] =@FieldName
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KAAS_CheckMatterCode',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_CheckMatterCode]
GO
CREATE PROCEDURE [dbo].[KAAS_CheckMatterCode]
(@ClientCode VARCHAR(10),
@MatterNumber VARCHAR(10),
@MatterLen VARCHAR(10))
AS
/*******************************************************************************************************
* This procedure is used to Check new matter is already exists or not. *
* *
* Stored Procedure Name : [dbo].[KAAS_CheckMatterCode] *
* Copied from : [dbo].[ky_NETCheckMatterCode] *
* *
* Modification History: *
* 2019-04-23 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
DECLARE @MaxLen INT
DECLARE @NewMatterNum VARCHAR(10)
DECLARE @NewMatter BIGINT
-- Get the maximum Matter Number length from the Settings table
SELECT @MaxLen = CONVERT(INT, [SET].[KeyValue])
FROM [dbo].[Settings] [SET]
WHERE [SET].[KeyName] = 'MaxMatNum'
-- Default to 4 for SAM3 and 8 for SAM4 if value isn't in the Settings Table
IF (@MaxLen IS NULL)
BEGIN
IF [dbo].[ISSAM4]() = 0
BEGIN
SET @MaxLen = 4
END
ELSE
BEGIN
SET @MaxLen = 8
END
END
-- If procedure is called to discover the maximum matter length, return it.
IF(@MatterLen = 'True')
BEGIN
SELECT @MaxLen AS [max_length]
END
-- Procedure is called to automatically calculate the next matter number
IF(@MatterLen <> 'True') AND (RTRIM(ISNULL(@MatterNumber, '')) = '')
BEGIN
-- Calculate the next matter number
SELECT @NewMatter = 1000000001 + ISNULL(MAX(CASE WHEN ISNUMERIC(MAT.[Matter]) = 0
THEN 0
ELSE CONVERT(INT, MAT.[Matter])
END), 0)
FROM [dbo].[matters] MAT
WHERE MAT.[ClientCode] = @ClientCode
SELECT @NewMatterNum = REVERSE(SUBSTRING(REVERSE(CONVERT(VARCHAR(10), @NewMatter)), 1, @MaxLen))
SELECT @NewMatterNum AS [Matter]
END
-- Procedure is called to check whether a previously generated number is still valid
IF(@MatterLen <> 'True') AND (RTRIM(ISNULL(@MatterNumber, '')) <> '')
BEGIN
IF(LEN(@MatterNumber) < @MaxLen)
BEGIN
-- Calculate the next matter number
SELECT @NewMatter = 1000000001 + (@MatterNumber-1)
SELECT @NewMatterNum = REVERSE(SUBSTRING(REVERSE(CONVERT(VARCHAR(10), @NewMatter)), 1, @MaxLen))
SELECT @MatterNumber = @NewMatterNum
END
IF NOT EXISTS
(SELECT TOP 1 1
FROM [dbo].[matters] MAT
WHERE MAT.[Code] = @ClientCode + '/' + @MatterNumber)
BEGIN
SELECT @MatterNumber
END
ELSE
BEGIN
SELECT 'This matter code already exists.'
END
END
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KAAS_CheckMatterIsClosed',N'P') IS NOT NULL
DROP PROCEDURE KAAS_CheckMatterIsClosed
GO
CREATE PROCEDURE KAAS_CheckMatterIsClosed
(
@MATTERCODE AS VARCHAR(20)
)
AS
/*******************************************************************************************************
* This procedure is used to check the given matter is closed or not. *
* *
* Stored Procedure Name : [dbo].[KAAS_CheckMatterIsClosed] *
* Copied from : [dbo].[KY_NETCheckMatterIsClosed] *
* *
* Modification History : *
* 2019-04-12 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
SELECT
ISNULL(Closed,'N')
FROM
matters
WHERE
Code=@MATTERCODE
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KAAS_CheckOtherCaseFieldNameAndUpdateValues',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_CheckOtherCaseFieldNameAndUpdateValues]
GO
CREATE PROCEDURE [dbo].[KAAS_CheckOtherCaseFieldNameAndUpdateValues]
(@CaseCode VARCHAR(20),
@FieldName VARCHAR(100)
)
AS
/*******************************************************************************************************
* To FETCH the count of the entered Field Name in the other case details main grid. *
* *
* Stored Procedure Name : [dbo].[KAAS_CheckOtherCaseFieldNameAndUpdateValues] *
* *
* Modification History: *
* 2019-08-16 Dheepin Vijith K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
SELECT COUNT (1)
FROM CaseUDFAnswers CA
INNER JOIN SystemUserDefinedFields SF
ON CA.UDFFILE = SF.FILEPREFIX
AND CA.UDFNAME = SF.FIELDNAME
WHERE
RTRIM(CA.CASECODE) = RTRIM(@CaseCode) AND
SF.[FieldName] =@FieldName
-- to UPDATE or INSERT the other case details--
IF NOT EXISTS
(SELECT TOP 1 1
FROM [dbo].[CaseUDFAnswers] CUF
WHERE CUF.[CASECODE] = @CaseCode
AND RTRIM(ISNULL(CUF.[UDFFILE], '')) = 'UDF:'
AND RTRIM(ISNULL(CUF.[UDFNAME], '')) = @FieldName)
BEGIN
DECLARE @SEQNO BIGINT
SET @SEQNO = 0
SELECT TOP 1
@SEQNO = CUF.[SEQNO]
FROM [dbo].[CaseUDFAnswers] CUF
WHERE CUF.[CASECODE] = @CaseCode
ORDER BY CUF.[SEQNO] DESC
SET @SEQNO = @SEQNO + 1
DECLARE @INITIALVALUE VARCHAR(MAX)
DECLARE @INITIALFORMAT VARCHAR(50)
DECLARE @INITIALTYPE VARCHAR(11)
DECLARE @INITIALNUMERICVALUE DECIMAL(20, 2)
DECLARE @INITIALDATE DATETIME
SELECT @INITIALVALUE = [SUF].[INITIALVALUE],
@INITIALFORMAT = [SUF].[FORMAT],
@INITIALTYPE = [SUF].[TYPE]
FROM [dbo].[SystemUserDefinedFields] [SUF]
WHERE [SUF].[FILEPREFIX] = 'UDF:'
AND [SUF].[FIELDNAME] = @FieldName
IF @INITIALVALUE IS NOT NULL
BEGIN
IF (@INITIALTYPE = 'Numeric') OR (@INITIALFORMAT LIKE '@n%')
BEGIN
BEGIN TRY
SET @INITIALNUMERICVALUE = CONVERT(DECIMAL(20, 2), CONVERT(MONEY, @INITIALVALUE))
END TRY
BEGIN CATCH
END CATCH
END
ELSE IF (@INITIALTYPE = 'Date') OR (@INITIALFORMAT LIKE '@d%') OR (@INITIALFORMAT LIKE '%DD%') OR (@INITIALFORMAT LIKE '%MM%') OR (@INITIALFORMAT LIKE '%YY%')
BEGIN
BEGIN TRY
SET @INITIALVALUE = [dbo].[ky_SUFFormat](@INITIALVALUE, @INITIALFORMAT)
IF RTRIM(ISNULL(@INITIALVALUE, '')) <> ''
BEGIN
SET @INITIALDATE = CONVERT(DATETIME, [dbo].[ky_SUFFormat](@INITIALVALUE, '@D8'))
END
END TRY
BEGIN CATCH
END CATCH
END
END
INSERT
INTO [dbo].[CaseUDFAnswers]
([CASECODE],
[UDFFILE],
[UDFNAME],
[SEQNO],
[DateValue],
[NumberValue],
[TEXT1])
VALUES(RTRIM(@CaseCode),
'UDF:',
RTRIM(@FieldName),
@SEQNO,
@INITIALDATE,
@INITIALNUMERICVALUE,
@INITIALVALUE)
END
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KAAS_CheckOtherCaseFieldNameExists',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_CheckOtherCaseFieldNameExists]
GO
CREATE PROCEDURE [dbo].[KAAS_CheckOtherCaseFieldNameExists]
(@CaseCode VARCHAR(20),
@FieldName VARCHAR(100))
AS
/*******************************************************************************************************
* To FETCH the count of the entered Field Name in the other case details main grid. *
* *
* Stored Procedure Name : [dbo].[KAAS_CheckOtherCaseFieldNameExists] *
* *
* Modification History: *
* 2019-08-16 Dheepin Vijith K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
SELECT COUNT (1)
FROM CaseUDFAnswers CA
INNER JOIN SystemUserDefinedFields SF
ON CA.UDFFILE = SF.FILEPREFIX
AND CA.UDFNAME = SF.FIELDNAME
WHERE
RTRIM(CA.CASECODE) = RTRIM(@CaseCode) AND
SF.[FieldName] =@FieldName
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_CheckoutStatus'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_CheckoutStatus]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_CheckoutStatus]
(@TrackReference INT,
@Handler VARCHAR(10)
)
AS
/*************************************************************************************************************
* This procedure is used to Check the Checkout status *
* *
* Stored Procedure Name : [dbo].[KAAS_CheckoutStatus] *
* Modification History : *
* 2023-08-10 Nithyanandham M Created *
*************************************************************************************************************/
BEGIN
IF EXISTS
(SELECT TOP 1 1
FROM [dbo].[DiaryAttachmentCheckouts]
WHERE [TrackReference] = @TrackReference)
Begin
SELECT TOP 1
[HN].[Name],
[DAC].CheckedOutAt,
[DAC].Handler
FROM [dbo].[DiaryAttachmentCheckouts] [DAC]
LEFT OUTER JOIN [dbo].[HandlerNames] [HN]
ON [HN].[CODE] = [DAC].[Handler]
WHERE [DAC].[TrackReference] = @TrackReference;
End
Else
Begin
select 0;
End
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_CheckoutTrackReference'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_CheckoutTrackReference]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_CheckoutTrackReference]
(@TrackReference INT,
@Handler VARCHAR(10),
@LocalHost VARCHAR(100),
@LocalPath VARCHAR(500))
AS
/*************************************************************************************************************
* *
* [dbo].[KAAS_CheckoutTrackReference] *
* *
* Checks out the requested track reference if it can, and then returns the person who has it currently *
* checked out *
* *
* Compatibility information - PLEASE update older versions if necessary to ensure the compatible software *
* remains fully functional *
* *
* Modification History : *
* 2023-08-09 Nithyanandham M Created *
*************************************************************************************************************/
BEGIN
SET NOCOUNT ON
SET QUOTED_IDENTIFIER ON
INSERT
INTO [dbo].[DiaryAttachmentCheckouts]
([HomeIdentifier],
[TrackReference],
[Handler],
[CheckedOutAt],
[LastWriteTime],
[LocalHost],
[LocalPath])
SELECT [DAS].[UNCFILEPATH],
[DAS].[TrackReference],
@Handler,
GETDATE(),
ISNULL([LUP].[AccessDate], [DAS].[DocumentDate]),
@LocalHost,
@LocalPath
FROM [dbo].[DiaryAttachmentSelector] [DAS]
OUTER APPLY ( SELECT TOP 1
[DAA].[AccessDate]
FROM [DiaryAttachmentAccess] [DAA]
WHERE [DAA].[TrackReference] = [DAS].[TrackReference]
AND [DAA].[Comment] IN ('Created', 'Inserted', 'Updated')
ORDER BY [DAA].[AccessDate] DESC) [LUP]
LEFT OUTER JOIN [dbo].[DiaryAttachmentCheckouts] [DAC]
ON [DAC].[TrackReference] = [DAS].[TrackReference]
WHERE [DAS].[TrackReference] = @TrackReference
AND [DAC].[TrackReference] IS NULL
SELECT [DAC].[HomeIdentifier],
[DAC].[TrackReference],
[DAC].[Handler],
[DAC].[CheckedOutAt],
[DAC].[LastWriteTime],
[DAC].[LocalHost],
[DAC].[LocalPath],
RTRIM(ISNULL([HN].[NAME], 'Handler "' + RTRIM([DAC].[Handler]) + '"')) AS [CheckedOutBy]
FROM [dbo].[DiaryAttachmentCheckouts] [DAC]
LEFT OUTER JOIN [dbo].[HandlerNames] [HN]
ON [HN].[CODE] = [DAC].[Handler]
WHERE [DAC].[TrackReference] = @TrackReference
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KAAS_CheckUnpostableEntries',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_CheckUnpostableEntries]
GO
CREATE PROCEDURE
[dbo].[KAAS_CheckUnpostableEntries]
(@HANDLER varchar(10))
AS
/*******************************************************************************************************
* Flags unpostable entries as "do not post". *
* *
* Stored Procedure Name : [dbo].[KAAS_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'[KAAS_ClearFNLMatters]',N'P')IS NOT NULL
BEGIN
DROP PROCEDURE [dbo].[KAAS_ClearFNLMatters]
END
GO
CREATE PROCEDURE [dbo].[KAAS_ClearFNLMatters] (
@Code NVARCHAR(20))
AS
/******************************************************************************************************************
* To Clear the FNL details from Matter *
* *
* Stored Procedure Name: [dbo].[KAAS_ClearFNLMatters] *
* Copied from : [dbo].[ky_NETClearFNLMatters] *
* *
* Modification History: *
* 2019-07-19 Vinodhan K Created *
******************************************************************************************************************/
BEGIN
SET NOCOUNT ON
UPDATE MAT
SET MAT.[FNL_Name] = '',
MAT.[FNL_Address] = '',
MAT.[FNL_Date] = NULL,
MAT.[FNL_Fees] = 0.00,
MAT.[FNL_Outlay] = 0.00,
MAT.[FNL_VAT] = 0.00,
MAT.[FNL_Total] = 0.00
FROM [dbo].[matters] AS MAT
WHERE MAT.[Code] = @Code
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_ClientCaseGetNextMatter'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_ClientCaseGetNextMatter]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_ClientCaseGetNextMatter]
(@matter VARCHAR(20),
@BitWiseID BIGINT)
AS
/*******************************************************************************************************
* Used in the Client/Case screens to let the user go to the next matter by *
* clicking a button. Will cycle around to the first matter when the END is reached. *
* *
* Stored Procedure Name : [dbo].[KAAS_ClientCaseGetNextMatter] *
* Copied from : [dbo].[ky_NETPClientCaseGetNextMatter] *
* *
* Modification History: *
* 2019-04-26 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET @BitWiseID = ISNULL(@BitWiseID, CONVERT(BIGINT, 0))
DECLARE @nextmatter TABLE
([ClientCode] VARCHAR(10),
[CODE] VARCHAR(20))
INSERT
INTO @nextmatter
([ClientCode],
[CODE])
SELECT TOP 1
RTRIM(ISNULL([MAT].[ClientCode], '')),
RTRIM(ISNULL([MAT].[CODE], ''))
FROM [dbo].[matters] [MAT]
LEFT OUTER JOIN [dbo].[MatterNetPrivileges] MNP
ON MNP.[MATTER] = MAT.[Code]
WHERE [MAT].[CODE] > @matter
AND [MAT].[Closed] = 'N'
AND ( ISNULL(MNP.[Privileges], CONVERT(BIGINT, -1)) & CONVERT(BIGINT, CONVERT(VARCHAR(20), @BitWiseID)) <> 0
OR MNP.[Privileges] IS NULL)
ORDER BY [MAT].[CODE]
IF NOT EXISTS
(SELECT TOP 1 1
FROM @nextmatter)
BEGIN
INSERT
INTO @nextmatter
([ClientCode],
[CODE])
SELECT TOP 1
RTRIM(ISNULL([MAT].[ClientCode], '')),
RTRIM(ISNULL([MAT].[CODE], ''))
FROM [dbo].[matters] [MAT]
LEFT OUTER JOIN [dbo].[MatterNetPrivileges] MNP
ON MNP.[MATTER] = MAT.[Code]
WHERE ( ISNULL(MNP.[Privileges], CONVERT(BIGINT, -1)) & CONVERT(BIGINT, CONVERT(VARCHAR(20), @BitWiseID)) <> 0
OR MNP.[Privileges] IS NULL)
AND [MAT].[Closed] = 'N'
ORDER BY [MAT].[CODE]
END
SELECT [ClientCode],
[CODE]
FROM @nextmatter
END
GO
IF OBJECT_ID(N'KAAS_ClientCaseGetNextOrPreviousMatter',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_ClientCaseGetNextOrPreviousMatter]
GO
CREATE PROCEDURE [dbo].[KAAS_ClientCaseGetNextOrPreviousMatter]
(@Matter VARCHAR(20),
@HandlerCode VARCHAR(20),
@NextOrPrevious VARCHAR(1))
AS
/*******************************************************************************************************
* Used in the Client/Case screens to Get Next/Previous Matter based on Privileges *
* Stored Procedure Name : [dbo].[KAAS_ClientCaseGetNextOrPreviousMatter] *
* Copied from : [dbo].[KAAS_GetMatterBasedOnPrivileges] *
* *
* Modification History: *
* 2023-12-15 Vignesh M Created *
*******************************************************************************************************/
BEGIN
DECLARE @HandlerBitWiseId BIGINT
SET @HandlerBitWiseId = (SELECT [BitWiseID] FROM [dbo].[HandlerNETGroupMembership] WHERE Handler = @HandlerCode)
IF @NextOrPrevious = 'N'
BEGIN
SELECT TOP 1 [MAT].[ClientCode],
[MAT].[Code] [CODE]
FROM [dbo].[Matters] [MAT]
LEFT JOIN [dbo].[MatterNETPrivileges] [MNP]
ON [MAT].[Code] = [MNP].[Matter]
WHERE [MAT].[CODE] > @MATTER
AND (
@HandlerBitWiseId = -1
OR ([MNP].[Privileges] & @HandlerBitWiseId) <> 0
OR [MNP].[Matter] IS NULL
)
AND [MAT].[Closed] = 'N'
ORDER BY [MAT].[CODE] ASC
END
ELSE
BEGIN
SELECT TOP 1 [MAT].[ClientCode],
[MAT].[Code] [CODE]
FROM [dbo].[Matters] [MAT]
LEFT JOIN [dbo].[MatterNETPrivileges] [MNP]
ON [MAT].[Code] = [MNP].[Matter]
WHERE [MAT].[CODE] < @MATTER
AND (
@HandlerBitWiseId = -1
OR ([MNP].[Privileges] & @HandlerBitWiseId) <> 0
OR [MNP].[Matter] IS NULL
)
AND [MAT].[Closed] = 'N'
ORDER BY [MAT].[CODE] DESC
END
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_ClientCaseGetPreviousMatter'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_ClientCaseGetPreviousMatter]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_ClientCaseGetPreviousMatter]
(@matter VARCHAR(20),
@BitWiseID BIGINT)
AS
/*******************************************************************************************************
* Used in the Client/Case screens to let the user go to the previous matter by *
* clicking a button. Will cycle around to the last matter when the START is reached. *
* *
* Stored Procedure Name : [dbo].[KAAS_ClientCaseGetPreviousMatter] *
* Copied from : [dbo].[ky_NETPClientCaseGetPreviousMatter] *
* *
* Modification History: *
* 2019-04-26 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET @BitWiseID = ISNULL(@BitWiseID, CONVERT(BIGINT, 0))
DECLARE @previousmatter TABLE
([ClientCode] VARCHAR(10),
[CODE] VARCHAR(20))
INSERT
INTO @previousmatter
([ClientCode],
[CODE])
SELECT TOP 1
RTRIM(ISNULL([MAT].[ClientCode], '')),
RTRIM(ISNULL([MAT].[CODE], ''))
FROM [dbo].[matters] [MAT]
LEFT OUTER JOIN [dbo].[MatterNetPrivileges] MNP
ON MNP.[MATTER] = MAT.[Code]
WHERE [MAT].[CODE] < @matter
AND [MAT].[Closed] = 'N'
AND ( ISNULL(MNP.[Privileges], CONVERT(BIGINT, -1)) & CONVERT(BIGINT, CONVERT(VARCHAR(20), @BitWiseID)) <> 0
OR MNP.[Privileges] IS NULL)
ORDER BY [MAT].[CODE] DESC
IF NOT EXISTS
(SELECT TOP 1 1
FROM @previousmatter)
BEGIN
INSERT
INTO @previousmatter
([ClientCode],
[CODE])
SELECT TOP 1
RTRIM(ISNULL([MAT].[ClientCode], '')),
RTRIM(ISNULL([MAT].[CODE], ''))
FROM [dbo].[matters] [MAT]
LEFT OUTER JOIN [dbo].[MatterNetPrivileges] MNP
ON MNP.[MATTER] = MAT.[Code]
WHERE ( ISNULL(MNP.[Privileges], CONVERT(BIGINT, -1)) & CONVERT(BIGINT, CONVERT(VARCHAR(20), @BitWiseID)) <> 0
OR MNP.[Privileges] IS NULL)
AND [MAT].[Closed] = 'N'
ORDER BY [MAT].[CODE] DESC
END
SELECT [ClientCode],
[CODE]
FROM @previousmatter
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_ClientOtherDetailsDelete'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_ClientOtherDetailsDelete]
END
GO
create PROCEDURE [dbo].[KAAS_ClientOtherDetailsDelete]
(
@ClientCode VARCHAR(10),
@FILEPREFIX VARCHAR(200),
@FIELDNAME VARCHAR(200),
@Result INT OUTPUT
)
AS
/*****************************************************************************
Stored Procedure Name: ky_NETClientOtherDetailsDelete
Description: To Delete data for other case details main grid.
2019-10-25 Rajesh copied from ky_NETClientOtherDetailsDelete
*****************************************************************************/
BEGIN
SET NOCOUNT ON
IF(SELECT TOP 1 1 FROM ClientUDFAnswers WHERE ClientCode = @ClientCode AND UDFFILE = @FILEPREFIX AND UDFNAME = @FIELDNAME) IS NOT NULL
BEGIN
DELETE FROM
ClientUDFAnswers
WHERE
ClientCode = @ClientCode AND UDFFILE = @FILEPREFIX AND UDFNAME = @FIELDNAME
SET @Result = 1
END
ELSE
BEGIN
SET @Result = 0
END
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_ClientOtherDetailsFetchEditDialog'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_ClientOtherDetailsFetchEditDialog]
END
GO
create PROCEDURE
[dbo].[KAAS_ClientOtherDetailsFetchEditDialog]
(@ClientCode VARCHAR(10),
@FILEPREFIX VARCHAR(5),
@FIELDNAME VARCHAR(30),
@UDFCategory VARCHAR(20))
AS
/*****************************************************************************
Stored Procedure Name: ky_NETClientOtherDetailsFetchEditDialog
Description: To FETCH data for client other details Edit Dialog.
25.10.2019 Rajesh copied from ky_NETClientOtherDetailsFetchEditDialog
*****************************************************************************/
BEGIN
SET NOCOUNT ON
SELECT UDC.[UDFCategory] AS [GroupName],
SUF.[PROMPT] AS [Detail],
SUF.[LENGTH] AS [Size],
SUF.[FORMAT] AS [Format],
RTRIM(ISNULL(CUF.UDFFILE, ''))
+ RTRIM(ISNULL(CUF.UDFNAME, '')) AS [DocumentCode],
CONVERT(VARCHAR(11), CUF.[DateValue], 106) AS [DateValue],
CUF.[NumberValue] AS [NumberValue],
CUF.[TEXT1] AS [TEXT1],
SUF.[TYPE] AS [TYPE],
CUF.[SEQNO] AS [SEQNO],
SUF.[FILEPREFIX] AS [FILEPREFIX],
SUF.[FIELDNAME] AS [FIELDNAME],
SUF.[UDFCategory] AS [UDFCategory],
RTRIM(ISNULL(SUF.[VALIDATION], '')) AS [VALIDATION],
ISNULL(SUF.[LENGTH], 0) AS [LENGTH],
ISNULL(SUF.[LOW], 0) AS [LOW],
ISNULL(SUF.[HIGH], 0) AS [HIGH],
ISNULL(SUF.[DECMIAL], 0) AS [DECIMAL]
FROM [dbo].[SystemUserDefinedFields] SUF
LEFT OUTER JOIN [dbo].[ClientUDFAnswers] CUF
ON CUF.[ClientCode] = @ClientCode
AND CUF.[UDFFILE] = SUF.[FILEPREFIX]
AND CUF.[UDFNAME] = SUF.[FIELDNAME]
LEFT OUTER JOIN [dbo].[UDFCategory] UDC
ON UDC.[ID] = SUF.[UDFCategory]
WHERE SUF.[FILEPREFIX] = @FILEPREFIX
AND SUF.[FIELDNAME] = @FIELDNAME
ORDER BY CUF.[SEQNO]
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_ClientOtherDetailsInsert'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_ClientOtherDetailsInsert]
END
GO
create PROCEDURE [dbo].[KAAS_ClientOtherDetailsInsert]
(
@ClientCode VARCHAR(200),
@FIELDNAME VARCHAR(200),
@Result INT OUTPUT
)
AS
/*****************************************************************************
Stored Procedure Name: ky_NETClientOtherDetailsInsert
Description: To insert data for other case details main grid.
25.10.2019 Rajesh copied from ky_NETClientOtherDetailsInsert
*****************************************************************************/
BEGIN
SET NOCOUNT ON
IF(SELECT TOP 1 1 FROM ClientUDFAnswers WHERE ClientCode = @ClientCode AND RTRIM(UDFFILE) = 'UDF:' AND UDFNAME = @FIELDNAME) IS NULL
BEGIN
DECLARE @SEQNO BIGINT
SET @SEQNO = 0
SELECT TOP 1
@SEQNO = SEQNO
FROM
ClientUDFAnswers
WHERE
ClientCode = @ClientCode
ORDER BY
SEQNO DESC
SET @SEQNO = @SEQNO + 1
INSERT
ClientUDFAnswers (ClientCode, UDFFILE, UDFNAME, SEQNO, DateValue, NumberValue, TEXT1)
VALUES
(RTRIM(@ClientCode), 'UDF:', RTRIM(@FIELDNAME), RTRIM(@SEQNO), '', 0, '')
SET @Result = 1
END
ELSE
BEGIN
SET @Result = 0
END
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_ClientOtherDetailsUpdate'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_ClientOtherDetailsUpdate]
END
GO
Create PROCEDURE
[dbo].[KAAS_ClientOtherDetailsUpdate]
(@ClientCode VARCHAR(10),
@FILEPREFIX VARCHAR(200),
@FIELDNAME VARCHAR(200),
@Text VARCHAR(MAX),
@Number DECIMAL(18,2),
@Date VARCHAR(200),
@Result INT OUTPUT)
AS
/*****************************************************************************
Stored Procedure Name: ky_NETClientOtherDetailsUpdate
Description: To insert data for other case details main grid.
Modified on:14-12-2015 Magesh changed the if condition to check client code is equals to null
* 2016-09-16 Suriya KEYD-4045-Urgent: The UDF vales for the TEXT fields are not working properly
2019-10-25 Rajesh copied from ky_NETClientOtherDetailsUpdate
*****************************************************************************/
BEGIN
SET NOCOUNT ON
IF(SELECT TOP 1 1 FROM ClientUDFAnswers WHERE (ClientCode = @ClientCode OR ISNULL(ClientCode,'') = '') AND UDFFILE = @FILEPREFIX AND UDFNAME = @FIELDNAME) IS NOT NULL
BEGIN
IF(LEN(@TEXT)=0)
BEGIN
IF(LEN(@Date)>0)
BEGIN
EXEC @Number=ky_NETFNConvertDateToClarion @Date
IF (SELECT TYPE from SystemUserDefinedFields where FILEPREFIX=@FILEPREFIX and FIELDNAME=@FIELDNAME )<> 'Text'
BEGIN
SET @Text=@Number
END
END
ELSE IF LEN(@Number)>0
BEGIN
IF (SELECT TYPE from SystemUserDefinedFields where FILEPREFIX=@FILEPREFIX and FIELDNAME=@FIELDNAME )<> 'Text'
BEGIN
SET @Text=@Number
END
END
END
UPDATE
ClientUDFAnswers
SET
TEXT1 = @Text
, NumberValue = @Number
, DateValue = CASE @Date WHEN '' THEN '' ELSE CONVERT(DATETIME,@Date,112) END
WHERE
ClientCode = @ClientCode
AND
UDFFILE = @FILEPREFIX
AND
UDFNAME = @FIELDNAME
SET @Result = 1
END
ELSE
BEGIN
SET @Result = 0
END
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_ClientUDFAnswerInsertorUpdate'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_ClientUDFAnswerInsertorUpdate]
END
GO
create PROCEDURE
[dbo].[KAAS_ClientUDFAnswerInsertorUpdate]
(@ClientCode VARCHAR(200),
@FILEPREFIX VARCHAR(200),
@FIELDNAME VARCHAR(200),
@Text VARCHAR(MAX),
@Number DECIMAL(18,2),
@Date VARCHAR(200))
AS
/*****************************************************************************
* Stored Procedure Name: ky_NETClientUDFAnswerInsertorUpdate
* Description: To insert data for other case details main grid.
*
* Modified on:
* 14-12-2015 Magesh changed the if condition to check client code is equals to null
* 2016-09-16 Suriya KEYD-4045-Urgent: The UDF vales for the TEXT fields are not working properly
* 2019-10-25 Rajesh Coopied from ky_NETClientUDFAnswerInsertorUpdate
*****************************************************************************/
BEGIN
SET NOCOUNT ON
IF(LEN(@TEXT)=0)
BEGIN
IF(LEN(@Date)>0)
BEGIN
EXEC @Number=ky_NETFNConvertDateToClarion @Date
IF (SELECT TYPE from SystemUserDefinedFields where FILEPREFIX=@FILEPREFIX and FIELDNAME=@FIELDNAME )<> 'Text'
BEGIN
SET @Text=@Number
END
END
ELSE IF @Number>0
BEGIN
IF (SELECT TYPE from SystemUserDefinedFields where FILEPREFIX=@FILEPREFIX and FIELDNAME=@FIELDNAME )<> 'Text'
BEGIN
SET @Text=@Number
END
END
END
IF(SELECT TOP 1 1 FROM ClientUDFAnswers WHERE (Clientcode = @ClientCode OR ISNULL(Clientcode,'')='') AND UDFFILE = @FILEPREFIX AND UDFNAME = @FIELDNAME) IS NOT NULL
BEGIN
UPDATE
ClientUDFAnswers
SET
TEXT1 = @Text
, NumberValue = @Number
, DateValue = CASE @Date WHEN '' THEN '' ELSE CONVERT(DATETIME,@Date,112) END
WHERE
Clientcode = @ClientCode
AND
UDFFILE = @FILEPREFIX
AND
UDFNAME = @FIELDNAME
END
ELSE
BEGIN
DECLARE @SequenceNo INT
SET @SequenceNo = (SELECT MAX(ISNULL(SEQNO,0))+1 FROM ClientUDFAnswers WHERE Clientcode = @ClientCode )
INSERT INTO
ClientUDFAnswers
(Clientcode
,UDFNAME
,UDFFILE
,DateValue
,NumberValue
,TEXT1
,SEQNO)
VALUES
(@ClientCode
,@FIELDNAME
,@FILEPREFIX
,@Date
,@Number
,@Text
,@SequenceNo)
END
SET NOCOUNT OFF
END
GO
IF [dbo].[ISSAM4]() = 0
BEGIN
EXEC ('
IF OBJECT_ID(N''KAAS_CloseInvoiceByDraftId'',N''P'')IS NOT NULL
DROP PROCEDURE KAAS_CloseInvoiceByDraftId')
EXEC ('
CREATE PROCEDURE KAAS_CloseInvoiceByDraftId
(
@DraftNo varchar(10),
@MatterCode varchar(20)
)
AS
/*
KAAS_CloseInvoiceByDraftId
This procedure is used to close opened invoice by draft id
Arun Vasu 24Feb2016
***************************************************************************************
*Modification History
* 2016-AUG-31 Arun Changed Matter as Code in update stmt of tbl_matters.
* 2020-06-09 Prabhu Copied from ky_NETCloseInvoiceByDraftId
*
***************************************************************************************
*/
BEGIN
SET NOCOUNT ON
UPDATE
BillHeader
SET
OPENINVOICE=''N'',
WRITEDOWN=GETDATE()
WHERE
DRAFTNO = @DraftNo
UPDATE
TimeEntry
SET
[Date] = GETDATE()
WHERE
InvoiceNo =@DraftNo AND
TimeOrCharge = ''B''
UPDATE
matters
SET
OpenInvoiceNo = 0
WHERE
Code = @MatterCode
UPDATE
BatchH
SET
[DATE] = GETDATE()
WHERE
REF = @DraftNo
SET NOCOUNT OFF
END')
END
GO
IF OBJECT_ID(N'KAAS_ControlAddHandlerToProfile',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_ControlAddHandlerToProfile]
GO
CREATE PROCEDURE
[dbo].[KAAS_ControlAddHandlerToProfile]
(@ProfileID INT,
@Handler VARCHAR(max),
@Mode VARCHAR(20))
AS
/************************************************************************************************************************
*
* [dbo].[KAAS_ControlAddHandlerToProfile]
* Applies the Control settings of a certain profile to the specified Handler, overwriting the handler's own settings.
*
* Modification History
* Copied from [dbo].[ky_NETSPKHCtlAddHandlerToProfile]
* 2023-04-13 Revathy.D Created
* 2023-04-19 Revathy.D Modified to handle multiple handler request
************************************************************************************************************************/
BEGIN
SET @Mode = UPPER(@Mode)
INSERT
INTO [dbo].[KHCtlProfileHandlers]
([Handler],
[ProfileID])
SELECT NW.[Handler],
NW.[ProfileID]
FROM (SELECT RTRIM(LTRIM([Item])) [Handler]
, @ProfileID [ProfileID]
FROM KAAS_FN_SplitString(@Handler, ',')) AS NW
LEFT OUTER JOIN [dbo].[KHCtlProfileHandlers] PFH
ON PFH.[Handler] = NW.[Handler]
AND PFH.[ProfileID] = NW.[ProfileID]
WHERE PFH.[id] IS NULL
IF @Mode = 'REPLACE'
BEGIN
-- First remove the handler from all other profiles
DELETE KPH
FROM [dbo].[KHCtlProfileHandlers] KPH
WHERE KPH.[Handler] in
(SELECT RTRIM(LTRIM([Item])) [Handler]
FROM KAAS_FN_SplitString(@Handler, ','))
AND KPH.[ProfileID] <> @ProfileID
-- Then reset their current restrictions
DELETE CTH
FROM [dbo].[KHCtlHandlers] CTH
WHERE CTH.[Handler] in
(SELECT RTRIM(LTRIM([Item])) [Handler]
FROM KAAS_FN_SplitString(@Handler, ','))
-- Then put the restrictions for the target profile in
INSERT
INTO [dbo].[KHCtlHandlers]
([Handler],
[AllHandlers],
[groupid])
SELECT PFH.[Handler],
0,
PFG.[GroupID]
FROM [dbo].[KHCtlProfileGroups] PFG
INNER JOIN [dbo].[KHCtlProfileHandlers] PFH
ON PFH.[ProfileID] = PFG.[ProfileID]
AND PFH.[Handler] in
(SELECT RTRIM(LTRIM([Item])) [Handler]
FROM KAAS_FN_SplitString(@Handler, ','))
WHERE PFG.[ProfileID] = @ProfileID
END
ELSE IF @Mode = 'APPLY'
BEGIN
INSERT
INTO [dbo].[KHCtlHandlers]
([Handler],
[AllHandlers],
[groupid])
SELECT PFH.[Handler],
0,
PFG.[GroupID]
FROM [dbo].[KHCtlProfileGroups] PFG
INNER JOIN [dbo].[KHCtlProfileHandlers] PFH
ON PFH.[ProfileID] = PFG.[ProfileID]
AND PFH.[Handler] in
(SELECT RTRIM(LTRIM([Item])) [Handler]
FROM KAAS_FN_SplitString(@Handler, ','))
LEFT OUTER JOIN [dbo].[KHCtlHandlers] KHH
ON KHH.[Handler] in
(SELECT RTRIM(LTRIM([Item])) [Handler]
FROM KAAS_FN_SplitString(@Handler, ','))
AND KHH.[groupid] = PFG.[GroupID]
WHERE PFG.[ProfileID] = @ProfileID
AND KHH.[groupid] IS NULL
END
END
GO
IF OBJECT_ID(N'KAAS_ControlRemoveHandlerFromProfile',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_ControlRemoveHandlerFromProfile]
GO
CREATE PROCEDURE
[dbo].[KAAS_ControlRemoveHandlerFromProfile]
(@Handler VARCHAR(max),
@Mode VARCHAR(20),
@ProfileID VARCHAR(max))
AS
/************************************************************************************************************************
*
* [dbo].[KAAS_ControlRemoveHandlerFromProfile]
* Removes the link between a Keyhouse Control Profile and a Handler so that updates to the Profile are no longer
* reflected in the Handler's permissions.
*
* Please note: 1) the Handler's actual permissions remain unchanged.
* 2) It is not necessary to pass in a Profile ID as the handler can only be linked to one profile
*
* Modification History
* Copied From [dbo].[ky_NETSPKHCtlRemoveHandlerFromProfile]
* 2023-04-13 Revathy.D Created
* 2023-04-19 Revathy.D Modified to handle multiple handler request
************************************************************************************************************************/
BEGIN
SET @Mode = UPPER(ISNULL(@Mode, ''))
IF @Mode = 'REMOVE'
BEGIN
DECLARE @ProfileList table(
ProfileID nvarchar(max))
INSERT INTO @ProfileList
SELECT RTRIM(LTRIM([Item])) [ProfileID]
FROM KAAS_FN_SplitString(@ProfileID, ',')
--KEYD-5181 Start
DELETE [KHH]
FROM [dbo].[KHCtlProfileGroups] [PFG]
INNER JOIN [dbo].[KHCtlProfileHandlers] [PFH]
ON [PFH].[ProfileID] = [PFG].[ProfileID]
AND [PFH].[Handler] = @Handler
INNER JOIN [dbo].[KHCtlHandlers] [KHH]
ON [KHH].[Handler] = @Handler
AND [KHH].[groupid] = [PFG].[GroupID]
WHERE [PFG].[ProfileID] IN (SELECT ProfileID
FROM @ProfileList)
END
DELETE PFH
FROM [dbo].[KHCtlProfileHandlers] PFH
WHERE PFH.[Handler] = @Handler
AND PFH.ProfileID IN (SELECT ProfileID
FROM @ProfileList)
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_CopyDiaryStep'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_CopyDiaryStep]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_CopyDiaryStep]
(@pCaseCode VARCHAR(20),
@ActionID INT,
@pFNCode VARCHAR(10),
@pTEAMCode VARCHAR(10))
AS
/********************************************************************************
*
* Copies a Diary entry.
*
* Stored Procedure name : KAAS_CopyDiaryStep
* Copied from : ky_NETSPCopyDiaryStep
*
* Note: 2014-06-19 As this procedure calls ky_NETSPCreateTemplatedDiaryStep,
* it doesn't need to worry about the new DisplayText column
*
* 2015-04-29 Pino Allow for non-existing Action Codes,
* ky_NETSPCreateTemplatedDiaryStep has been modified
* to default values in that case.
* 2015-09-30 Pino Use ky_NETGetNextActionID
* 2016-09-13 Pino KYC - KEYD-4040
* 2019-09-04 Vinodhan K Created KAAS_CopyDiaryStep
*
********************************************************************************/
BEGIN
DECLARE @pActionCode VARCHAR(20)
DECLARE @pStatus INT
DECLARE @pDate DATETIME
DECLARE @pDueDate DATETIME
DECLARE @pSentDate DATETIME
DECLARE @pTEXT VARCHAR(MAX)
DECLARE @pAttachments CHAR(1)
DECLARE @pEmailAddress VARCHAR(MAX)
DECLARE @pAddressTo VARCHAR(MAX)
DECLARE @pccTo VARCHAR(MAX)
DECLARE @pbccTo VARCHAR(MAX)
DECLARE @pemail CHAR(1)
DECLARE @pSubject VARCHAR(MAX)
DECLARE @pLocation VARCHAR(50)
DECLARE @pDuration INT
SELECT @pActionCode = DIA.[ACTIONCODE],
@pStatus = 1,
@pDate = GETDATE(),
@pDueDate = GETDATE(),
@pSentDate = DIA.[TxmDate],
@pTEXT = CONVERT(VARCHAR(MAX), DIA.[TEXT1]),
@pAttachments = DIA.[ATTACHMENTS],
@pEmailAddress = CONVERT(VARCHAR(MAX), DIA.[EMAILADDRESS]),
@pAddressTo = CONVERT(VARCHAR(MAX), DIA.[ADDRESSTO]),
@pccTo = CONVERT(VARCHAR(MAX), DIA.[CCTO]),
@pbccTo = CONVERT(VARCHAR(MAX), DIA.[BCCTO]),
@pEMAIL = DIA.[EMAIL],
@pSubject = CONVERT(VARCHAR(MAX), DIA.[SUBJECT]),
@pLocation = DIA.[Location],
@pDuration = DIA.[DURATION]
FROM [dbo].[Diary] DIA
WHERE DIA.[ACTIONID] = @ActionID
SET @pActionCode = RTRIM(ISNULL(@pActionCode, ''))
--IF (@pActionCode IS NOT NULL)
-- BEGIN
EXEC [dbo].[KAAS_CreateTemplatedDiaryStep] @pStatus,
@pDate,
@pDueDate,
@pSentDate,
@pCaseCode,
@pActionCode,
@pFNCode,
@pTEAMCode,
@pTEXT,
@pAttachments,
@pEmailAddress,
@pAddressTo,
@pccTo,
@pbccTo,
@pemail,
@pSubject,
@pLocation,
@pDuration
--END
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_CopyDocsToDocFolder'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_CopyDocsToDocFolder]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_CopyDocsToDocFolder]
(@copyxml VARCHAR(MAX))
AS
/***********************************************************************************************************
* Flags the documents passed in through @copyxml as being "in" the document folder(s) in the XML document *
* @copyxml - an xml string outlining the nature of the changes *
* *
* Stored Procedure Name : KAAS_CopyDocsToDocFolder *
* Copied From : [dbo].[ky_NETSPCopyDocsToDocFolder] *
* *
* Modification History: *
* 2016-04-26 Pino Carafa Created *
* 2019-10-11 Vinodhan K Created KAAS_CopyDocsToDocFolder *
************************************************************************************************************/
BEGIN
SET NOCOuNT ON
DECLARE @iSL INT
DECLARE @MAX INT
DECLARE @data TABLE
([seq] INT IDENTITY(1, 1) NOT NULL PRIMARY KEY,
[folderid] INT NOT NULL,
[trackreference] INT NOT NULL)
BEGIN TRY
EXEC SP_XML_PREPAREDOCUMENT @iSL OUTPUT, @copyxml
END TRY
BEGIN CATCH
EXEC SP_XML_PREPAREDOCUMENT @iSL OUTPUT, N''
END CATCH
INSERT
INTO @data
([folderid],
[trackreference])
SELECT SRC.[folderid],
SRC.[trackreference]
FROM OPENXML(@iSL, N'copydocstofolders/copy')
WITH ([folderid] INT '@tofolder',
[trackreference] INT '@trackreference') SRC
EXEC sp_xml_removedocument @iSL
INSERT
INTO [dbo].[DocFolderDocuments]
([DocFolderID],
[TrackReference])
SELECT DT.[folderid],
DT.[trackreference]
FROM @data DT
LEFT OUTER JOIN [dbo].[DocFolderDocuments] DFD
ON DFD.[DocFolderID] = DT.[folderid]
AND DFD.[TrackReference] = DT.[trackreference]
WHERE DFD.[TrackReference] IS NULL
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.objects SO
WHERE SO.[name] = 'KAAS_CorrectBillDetailsANDFEBreakdown'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_CorrectBillDetailsANDFEBreakdown]
END
GO
IF [dbo].[ISSAM4]() = 0
BEGIN
EXEC ('CREATE PROCEDURE
[dbo].[KAAS_CorrectBillDetailsANDFEBreakdown]
(@DRAFTNO INT)
AS
/**************************************************************************
*
* ky_NETSPCorrectBillDetailsANDFEBreakdown
*
* Given a Draft Bill, this procedure:
* 1. Corrects the Bill Detail Line VAT Values (in case these were entered in
* an older version of Desktop WHERE they are allowed to be one cent out)
* 2. Create a Fee Earner Breakdown IF one isn''t already present. To do this,
* it will firstly check the Billing Guide, and IF none is present, it will
* work one out FROM the current Bill Detail Lines
* 3. Recalibrates the Fee Earner Breakdown percentages. The percentage numbers
* should add up to 100, but IF they don''t, all percentages will be multiplied
* by whatever factor is required to make them add up to 100.
* 4. Recalculates the Fee Earner Breakdown.
*
* Modification History
* 2015-01-06 PINO If the VAT Code changes on Bill Detail lines, and there
* is only ONE VAT Code used on the Bill, the VAT Code will
* also be changed for all the Fee Earner Breakdown Lines.
* 2015-06-08 PINO Allow for overridden VAT Value
* 2016-02-15 JOHN If there are no fees (from billing guide or detail lines)
* then delete the breakdown as its no longer valid.
* 2017-10-27 JOHN Changed conversions so that there''s always 11 digits left
* of the decimal place - KEYD-4827
* 2017-10-31 JOHN Fixed KEYD-4602 by checking for distinct VAT codes ONLY FOR FEES
* 2019-03-14 JOHN KEYD-5816 - Setting breakdown lines to the first VAT code ONLY FOR FEES
*
**************************************************************************/
BEGIN
-- 1. Corrects the Bill Detail Line VAT Values
UPDATE BDET
SET BDET.[VATValue] = CONVERT(DECIMAL(18, 2), ROUND(BDN.[NET] * BDN.[VATRATE], 2)),
BDET.[VATRate] = CONVERT(DECIMAL(18, 2), ROUND(BDN.[VATRATE] * CONVERT(DECIMAL(23, 7), 100), 2))
FROM (SELECT BD.[KeyID],
BD.[DRAFTNO],
CONVERT(DECIMAL(23, 7), ISNULL(BD.[NET], 0)) AS [NET],
RTRIM(ISNULL(VC.[Code], '''')) AS [VATCode],
CONVERT(DECIMAL(23, 7), ISNULL(VC.[Rate], 0)) / CONVERT(DECIMAL(23, 7), 100) AS [VATRate],
CONVERT(DECIMAL(23, 7), ISNULL(BD.[VATVALUE], 0)) AS [VATValue]
FROM [dbo].[BillDetails] BD
LEFT OUTER JOIN [dbo].[VATCodes] VC
ON VC.[Code] = BD.[VATCode]
WHERE BD.[DRAFTNO] = @DRAFTNO
AND BD.[OverriddenVAT] = 0) BDN
INNER JOIN [dbo].[BillDetails] BDET
ON BDET.[KEYID] = BDN.[KEYID]
DECLARE @CODES INT
SELECT @CODES = COUNT(DISTINCT BD.[VATCode]) FROM [dbo].[BillDetails] BD WHERE BD.[DRAFTNO] = @DRAFTNO AND BD.[TYPE] = ''F''
IF (@CODES = 1)
BEGIN
UPDATE BFEB
SET BFEB.[VATCODE] = BD.[VATCode]
FROM [dbo].[BillFeeBreakDown] BFEB
CROSS APPLY (SELECT TOP 1 BDT.[VATCode] FROM [dbo].[BillDetails] BDT WHERE BDT.[DRAFTNO] = @DRAFTNO AND BDT.[TYPE] = ''F'') BD
WHERE BFEB.[DRAFTNO] = @DRAFTNO
END
-- 1.1 Check if there are any fees on the bill. If not then delete the breakdown
IF NOT EXISTS
(SELECT TOP 1 1
FROM [dbo].[BillDetails] BD
WHERE BD.[DRAFTNO] = @DRAFTNO
AND BD.[TYPE] = ''F'')
BEGIN
DELETE BFEB
FROM [dbo].[BillFeeBreakDown] BFEB
WHERE BFEB.[DRAFTNO] = @DRAFTNO
END
-- 2. Create a Fee Earner Breakdown IF one isn''t already present.
-- a) FROM the Billing Guide or ...
IF NOT EXISTS
(SELECT TOP 1 1
FROM [dbo].[BillFeeBreakDown] BFEB
WHERE BFEB.[DRAFTNO] = @DRAFTNO)
BEGIN
INSERT
INTO [dbo].[BillFeeBreakDown]
([MATTER],
[DRAFTNO],
[BILLNO],
[FECODE],
[TYPE],
[PERCENT],
[CALCULATION],
[VALUE],
[VATCODE],
[VATAMT],
[VATCalculation])
SELECT [MATTER],
[DRAFTNO],
[BILLNO],
[FECODE],
[TYPE],
[PERCENT],
[CALCULATION],
[VALUE],
[VATCODE],
[VATAMT],
[VATCalculation]
FROM [KAAS_BGNewBillFeeBreakdown](@DRAFTNO)
END
-- b) FROM the actual Detail Lines
IF NOT EXISTS
(SELECT TOP 1 1
FROM [dbo].[BillFeeBreakDown] BFEB
WHERE BFEB.[DRAFTNO] = @DRAFTNO)
BEGIN
INSERT
INTO [dbo].[BillFeeBreakDown]
([MATTER],
[DRAFTNO],
[BILLNO],
[FECODE],
[TYPE],
[PERCENT],
[CALCULATION],
[VALUE],
[VATCODE],
[VATAMT],
[VATCalculation])
SELECT [MATTER],
[DRAFTNO],
[BILLNO],
[FECODE],
[TYPE],
[PERCENT],
[CALCULATION],
[VALUE],
[VATCODE],
[VATAMT],
[VATCalculation]
FROM [KAAS_BGNewBillFeeBreakdownBD](@DRAFTNO)
END
DECLARE @TOTVALUE DECIMAL(11, 2)
DECLARE @TOTVAT DECIMAL(15, 2)
DECLARE @BFEB TABLE
([MATTER] VARCHAR(20) NOT NULL,
[DRAFTNO] INT NOT NULL,
[BILLNO] INT NOT NULL,
[FECODE] VARCHAR(10) NULL,
[TYPE] VARCHAR(1) NULL,
[PERCENT] DECIMAL(5, 2) NULL,
[CALCULATION] DECIMAL(9, 5) NULL,
[VALUE] DECIMAL(11, 2) NULL,
[VATCODE] VARCHAR(1) NULL,
[VATAMT] DECIMAL(11, 2) NULL,
[RECORDID] INT IDENTITY(1,1) NOT NULL,
[VATCalculation] DECIMAL(15, 5) NULL)
DECLARE @REPCT TABLE
([MATTER] VARCHAR(20) NOT NULL,
[FECODE] VARCHAR(10) NULL,
[RECORDID] INT IDENTITY(1,1) NOT NULL,
[PERCENT] DECIMAL(5, 2) NULL,
[CALCULATION] DECIMAL(9, 5) NULL,
[ORGCALC] DECIMAL(9, 5) NULL)
INSERT
INTO @BFEB
([MATTER],
[DRAFTNO],
[BILLNO],
[FECODE],
[TYPE],
[PERCENT],
[CALCULATION],
[VALUE],
[VATCODE],
[VATAMT],
[VATCALCULATION])
SELECT RTRIM(ISNULL(BFBD.[MATTER], '''')),
BFBD.[DRAFTNO],
BFBD.[BILLNO],
RTRIM(ISNULL(BFBD.[FECODE], '''')),
''F'' AS [TYPE],
BFBD.[PERCENT],
BFBD.[CALCULATION],
CONVERT(DECIMAL(11, 2), 0) AS [VALUE],
BFBD.[VATCODE] As [VATCODE],
CONVERT(DECIMAL(11, 2), 0) AS [VATAMT],
CONVERT(DECIMAL(15, 5), 0) AS [VATCalculation]
FROM [dbo].[BillFeeBreakdown] BFBD
WHERE BFBD.[DRAFTNO] = @DRAFTNO
SELECT @TOTVALUE = ISNULL(SUM(BD.[NET]), 0),
@TOTVAT = ISNULL(SUM(BD.[VATVALUE]), 0)
FROM [dbo].[BillDetails] BD
WHERE BD.[DRAFTNO] = @DraftNo
AND BD.[TYPE] = ''F''
-- The percentages should add up to 100...
DECLARE @calculation DECIMAL(9, 5)
SELECT @calculation = SUM(BFB.[CALCULATION])
FROM @BFEB BFB
SET @calculation = ISNULL(@calculation, 0)
IF (@calculation = 0)
BEGIN
-- IF the percentages add up to 0,
-- divide equally among all Fee Earners
SELECT @calculation = ISNULL(SUM(1), 1) FROM @BFEB --This will of course not add up to 100 but ...
UPDATE @BFEB
SET [PERCENT] = 1, --See below...
[CALCULATION] = 1
END
--IF (@calculation <> 100)
-- -- 3. Recalibrates the Fee Earner Breakdown percentages.
-- BEGIN
INSERT
INTO @REPCT
([MATTER],
[FECODE],
[ORGCALC])
SELECT BFEB.[MATTER],
BFEB.[FECODE],
BFEB.[CALCULATION]
FROM @BFEB BFEB
UPDATE RC
SET RC.[CALCULATION] = ROUND(R2.[ORGCALC] - R1.[ORGCALC], 5),
RC.[PERCENT] = ROUND(R2.[ORGCALC] - R1.[ORGCALC], 2)
FROM @REPCT RC
CROSS APPLY (SELECT (CONVERT(DECIMAL(13, 9), ISNULL(SUM(CONVERT(DECIMAL(13, 9), RC1.[ORGCALC])), 0)) / CONVERT(DECIMAL(13, 9), @calculation)) * CONVERT(DECIMAL(13, 9), 100) AS [ORGCALC]
FROM @REPCT RC1
WHERE RC1.[RECORDID] < RC.[RECORDID]) R1
CROSS APPLY (SELECT (CONVERT(DECIMAL(13, 9), ISNULL(SUM(CONVERT(DECIMAL(13, 9), RC2.[ORGCALC])), 0)) / CONVERT(DECIMAL(13, 9), @calculation)) * CONVERT(DECIMAL(13, 9), 100) AS [ORGCALC]
FROM @REPCT RC2
WHERE RC2.[RECORDID] <= RC.[RECORDID]) R2
UPDATE BFEB
SET BFEB.[PERCENT] = RC.[PERCENT],
BFEB.[CALCULATION] = RC.[CALCULATION]
FROM @BFEB BFEB
INNER JOIN @REPCT RC
ON RC.[FECODE] = BFEB.[FECODE]
SET @calculation = 100
-- END
-- 4. Recalculates the Fee Earner Breakdown.
UPDATE BFB
SET BFB.[VALUE] = ISNULL(M1.[CALC], 0) - ISNULL(M2.[CALC], 0),
BFB.[VATAMT] = ISNULL(M1.[VATCALC], 0) - ISNULL(M2.[VATCALC], 0),
BFB.[VATCalculation] = ISNULL(M1.[VATCALC5], 0) - ISNULL(M2.[VATCALC5], 0)
FROM @BFEB BFB
CROSS APPLY (SELECT CONVERT(DECIMAL(11, 2), ROUND((CONVERT(DECIMAL(18, 7), SUM(B2.[CALCULATION])) * CONVERT(DECIMAL(18, 7), @TOTVALUE)) / CONVERT(DECIMAL(18, 7), @calculation), 2)) AS [CALC],
CONVERT(DECIMAL(11, 2), ROUND((CONVERT(DECIMAL(18, 7), SUM(B2.[CALCULATION])) * CONVERT(DECIMAL(18, 7), @TOTVAT)) / CONVERT(DECIMAL(18, 7), @calculation), 2)) AS [VATCALC],
CONVERT(DECIMAL(15, 5), ROUND((CONVERT(DECIMAL(20, 10), SUM(B2.[CALCULATION])) * CONVERT(DECIMAL(20, 10), @TOTVAT)) / CONVERT(DECIMAL(20, 10), @calculation), 5)) AS [VATCALC5]
FROM @BFEB B2
WHERE B2.[RECORDID] <= BFB.[RECORDID]) M1
CROSS APPLY (SELECT CONVERT(DECIMAL(11, 2), ROUND((CONVERT(DECIMAL(18, 7), SUM(B2.[CALCULATION])) * CONVERT(DECIMAL(18, 7), @TOTVALUE)) / CONVERT(DECIMAL(18, 7), @calculation), 2)) AS [CALC],
CONVERT(DECIMAL(11, 2), ROUND((CONVERT(DECIMAL(18, 7), SUM(B2.[CALCULATION])) * CONVERT(DECIMAL(18, 7), @TOTVAT)) / CONVERT(DECIMAL(18, 7), @calculation), 2)) AS [VATCALC],
CONVERT(DECIMAL(15, 5), ROUND((CONVERT(DECIMAL(20, 10), SUM(B2.[CALCULATION])) * CONVERT(DECIMAL(20, 10), @TOTVAT)) / CONVERT(DECIMAL(20, 10), @calculation), 5)) AS [VATCALC5]
FROM @BFEB B2
WHERE B2.[RECORDID] < BFB.[RECORDID]) M2
DELETE BFBD
FROM [dbo].[BillFeeBreakDown] BFBD
WHERE BFBD.[DRAFTNO] = @draftno
INSERT
INTO [dbo].[BillFeeBreakdown]
([MATTER],
[DRAFTNO],
[BILLNO],
[FECODE],
[TYPE],
[PERCENT],
[CALCULATION],
[VALUE],
[VATCODE],
[VATAMT],
[VATCALCULATION])
SELECT NBFB.[MATTER],
NBFB.[DRAFTNO],
0,
NBFB.[FECODE],
NBFB.[TYPE],
NBFB.[PERCENT],
NBFB.[CALCULATION],
NBFB.[VALUE],
NBFB.[VATCODE],
NBFB.[VATAMT],
NBFB.[VATCalculation]
FROM @BFEB NBFB
LEFT OUTER JOIN [dbo].[BillFeeBreakdown] BFB
ON BFB.[DRAFTNO] = NBFB.[DRAFTNO]
AND BFB.[FECODE] = NBFB.[FECODE]
WHERE BFB.[RECORDID] IS NULL
END')
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.objects SO
WHERE SO.[name] = 'KAAS_CorrectBillDetailsANDFEBreakdownSAM4'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_CorrectBillDetailsANDFEBreakdownSAM4]
END
GO
IF [dbo].[ISSAM4]() = 1
BEGIN
EXEC ('CREATE PROCEDURE
[dbo].[KAAS_CorrectBillDetailsANDFEBreakdownSAM4]
(@DRAFTNO INT)
AS
/**************************************************************************
*
* ky_NETSPCorrectBillDetailsANDFEBreakdown
*
* Given a Draft Bill, this procedure:
* 1. Corrects the Bill Detail Line VAT Values (in case these were entered in
* an older version of Desktop WHERE they are allowed to be one cent out)
* 2. Create a Fee Earner Breakdown IF one isn''t already present. To do this,
* it will firstly check the Billing Guide, and IF none is present, it will
* work one out FROM the current Bill Detail Lines
* 3. Recalibrates the Fee Earner Breakdown percentages. The percentage numbers
* should add up to 100, but IF they don''t, all percentages will be multiplied
* by whatever factor is required to make them add up to 100.
* 4. Recalculates the Fee Earner Breakdown.
*
* Modification History
* 2015-01-06 PINO If the VAT Code changes on Bill Detail lines, and there
* is only ONE VAT Code used on the Bill, the VAT Code will
* also be changed for all the Fee Earner Breakdown Lines.
* 2015-06-08 PINO Allow for overridden VAT Value
* 2016-02-15 JOHN If there are no fees (from billing guide or detail lines)
* then delete the breakdown as its no longer valid.
* 2017-10-27 JOHN Changed conversions so that there''s always 11 digits left
* of the decimal place - KEYD-4827
* 2017-10-31 JOHN Fixed KEYD-4602 by checking for distinct VAT codes ONLY FOR FEES
* 2018-07-30 JOHN Added SAM4 compatibility
* 2018-08-23 JOHN Fixed wrong proc calls
* 2018-11-20 JOHN KEYD-5574 - Fixed VatCurrencyValue not being set
* 2019-04-18 JOHN KEYD-5867 - Users can now change the VAT to whatever they want, as it was in legacy code
*
**************************************************************************/
BEGIN
DECLARE @CODES INT
SELECT @CODES = COUNT(DISTINCT BD.[VATCode])
FROM [dbo].[BillDetail] BD
WHERE BD.[BillID] = @DRAFTNO
AND BD.[RecordType] = ''F''
IF (@CODES = 1)
BEGIN
UPDATE BB
SET BB.[VATCODE] = BD.[VATCode]
FROM [dbo].[BillBreakdown] AS BB
CROSS APPLY (SELECT TOP 1
BDT.[VATCode]
FROM [dbo].[BillDetail] AS BDT
WHERE BDT.[BillID] = @DRAFTNO
AND BDT.[RecordType] =''F'') AS BD
WHERE BB.[BillingNo] = @DRAFTNO
END
-- 1.1 Check if there are any fees on the bill. If not then delete the breakdown
IF NOT EXISTS
(SELECT TOP 1 1
FROM [dbo].[BillDetail] BD
WHERE BD.[BillID] = @DRAFTNO
AND BD.[RecordType] = ''F'')
BEGIN
DELETE BB
FROM [dbo].[BillBreakdown] BB
WHERE BB.[BillingNo] = @DRAFTNO
END
-- 2. Create a Fee Earner Breakdown IF one isn''t already present.
-- a) FROM the Billing Guide or ...
IF NOT EXISTS
(SELECT TOP 1 1
FROM [dbo].[BillBreakdown] BB
WHERE BB.[BillingNo] = @DRAFTNO)
BEGIN
INSERT
INTO [dbo].[BillBreakdown]
([BillingNo],
[FECode],
[Percentage],
[FeeValue],
[LineType],
[VatValue],
[VatCode],
[VatRate],
[NominalCode],
[Calculation])
SELECT [BillingNo],
[FECode],
[Percentage],
[FeeValue],
[LineType],
[VatValue],
[VatCode],
[VatRate],
[NominalCode],
[Calculation]
FROM [KAAS_BGNewBillFeeBreakdownSAM4](@DRAFTNO)
END
-- b) FROM the actual Detail Lines
IF NOT EXISTS
(SELECT TOP 1 1
FROM [dbo].[BillBreakdown] BB
WHERE BB.[BillingNo] = @DRAFTNO)
BEGIN
INSERT
INTO [dbo].[BillBreakdown]
([BillingNo],
[FECode],
[Percentage],
[FeeValue],
[LineType],
[VatValue],
[VatCode],
[VatRate],
[NominalCode],
[Calculation])
SELECT [BillingNo],
[FECode],
[Percentage],
[FeeValue],
[LineType],
[VatValue],
[VatCode],
[VatRate],
[NominalCode],
[Calculation]
FROM [KAAS_BGNewBillFeeBreakdownBDSAM4](@DRAFTNO)
END
DECLARE @TOTVALUE DECIMAL(11, 2)
DECLARE @TOTVAT DECIMAL(15, 2)
DECLARE @BFEB TABLE
([BreakNO] INT IDENTITY(1, 1) NOT NULL,
[BillingNo] INT NOT NULL,
[FECode] VARCHAR(10),
[Percentage] DECIMAL(19, 5),
[FeeValue] DECIMAL(19, 2),
[LineType] VARCHAR(10),
[VatValue] DECIMAL(19, 2),
[VatCode] VARCHAR(10),
[VatRate] DECIMAL(19, 2),
[NominalCode] VARCHAR(10),
[Calculation] DECIMAL(19, 2))
DECLARE @REPCT TABLE
([FECODE] VARCHAR(10) NULL,
[RECORDID] INT IDENTITY(1,1) NOT NULL,
[Calculation] DECIMAL(9, 2) NULL,
[Percentage] DECIMAL(19, 5) NULL,
[OriginalPercentage] DECIMAL(19, 5) NULL)
INSERT
INTO @BFEB
([BillingNo],
[FECode],
[Percentage],
[FeeValue],
[LineType],
[VatValue],
[VatCode],
[VatRate],
[NominalCode],
[Calculation])
SELECT BB.[BillingNo],
RTRIM(ISNULL(BB.[FECode], '''')),
BB.[Percentage],
CONVERT(DECIMAL(19, 2), 0) AS [FeeValue],
''F'' AS [LineType],
CONVERT(DECIMAL(11, 2), 0) AS [VatValue],
BB.[VatCode],
BB.[VatRate],
BB.[NominalCode],
BB.[Calculation]
FROM [dbo].[BillBreakdown] BB
WHERE BB.[BillingNo] = @DRAFTNO
SELECT @TOTVALUE = ISNULL(SUM(BD.[NetValue]), 0),
@TOTVAT = ISNULL(SUM(BD.[VatValue]), 0)
FROM [dbo].[BillDetail] BD
WHERE BD.[BillID] = @DraftNo
AND BD.[RecordType] = ''F''
-- The percentages should add up to 100...
DECLARE @Percentage DECIMAL(19, 5)
SELECT @Percentage = SUM(BFB.[Percentage])
FROM @BFEB BFB
SET @Percentage = ISNULL(@Percentage, 0)
IF (@Percentage = 0)
BEGIN
-- IF the percentages add up to 0,
-- divide equally among all Fee Earners
SELECT @Percentage = ISNULL(SUM(1), 1) FROM @BFEB --This will of course not add up to 100 but ...
UPDATE @BFEB
SET [Percentage] = 1, --See below...
[Calculation] = 1
END
--IF (@Percentage <> 100)
-- -- 3. Recalibrates the Fee Earner Breakdown percentages.
-- BEGIN
INSERT
INTO @REPCT
([FECODE],
[OriginalPercentage])
SELECT BFEB.[FECODE],
BFEB.[Percentage]
FROM @BFEB BFEB
UPDATE RC
SET RC.[Percentage] = ROUND(R2.[OriginalPercentage] - R1.[OriginalPercentage], 5),
RC.[Calculation] = ROUND(R2.[OriginalPercentage] - R1.[OriginalPercentage], 2)
FROM @REPCT RC
CROSS APPLY (SELECT (CONVERT(DECIMAL(13, 9), ISNULL(SUM(CONVERT(DECIMAL(13, 9), RC1.[OriginalPercentage])), 0)) / CONVERT(DECIMAL(13, 9), @Percentage)) * CONVERT(DECIMAL(13, 9), 100) AS [OriginalPercentage]
FROM @REPCT RC1
WHERE RC1.[RECORDID] < RC.[RECORDID]) R1
CROSS APPLY (SELECT (CONVERT(DECIMAL(13, 9), ISNULL(SUM(CONVERT(DECIMAL(13, 9), RC2.[OriginalPercentage])), 0)) / CONVERT(DECIMAL(13, 9), @Percentage)) * CONVERT(DECIMAL(13, 9), 100) AS [OriginalPercentage]
FROM @REPCT RC2
WHERE RC2.[RECORDID] <= RC.[RECORDID]) R2
UPDATE BFEB
SET BFEB.[Percentage] = RC.[Percentage],
BFEB.[Calculation] = RC.[Calculation]
FROM @BFEB BFEB
INNER JOIN @REPCT RC
ON RC.[FECODE] = BFEB.[FECODE]
SET @Percentage = 100
-- END
-- 4. Recalculates the Fee Earner Breakdown.
UPDATE BFB
SET BFB.[FeeValue] = ISNULL(M1.[CALC], 0) - ISNULL(M2.[CALC], 0),
BFB.[VatValue] = ISNULL(M1.[VATCALC], 0) - ISNULL(M2.[VATCALC], 0)
FROM @BFEB BFB
CROSS APPLY (SELECT CONVERT(DECIMAL(11, 2), ROUND((CONVERT(DECIMAL(18, 7), SUM(B2.[Percentage])) * CONVERT(DECIMAL(18, 7), @TOTVALUE)) / CONVERT(DECIMAL(18, 7), @Percentage), 2)) AS [CALC],
CONVERT(DECIMAL(11, 2), ROUND((CONVERT(DECIMAL(18, 7), SUM(B2.[Percentage])) * CONVERT(DECIMAL(18, 7), @TOTVAT)) / CONVERT(DECIMAL(18, 7), @Percentage), 2)) AS [VATCALC]
FROM @BFEB B2
WHERE B2.[BreakNO] <= BFB.[BreakNO]) M1
CROSS APPLY (SELECT CONVERT(DECIMAL(11, 2), ROUND((CONVERT(DECIMAL(18, 7), SUM(B2.[Percentage])) * CONVERT(DECIMAL(18, 7), @TOTVALUE)) / CONVERT(DECIMAL(18, 7), @Percentage), 2)) AS [CALC],
CONVERT(DECIMAL(11, 2), ROUND((CONVERT(DECIMAL(18, 7), SUM(B2.[Percentage])) * CONVERT(DECIMAL(18, 7), @TOTVAT)) / CONVERT(DECIMAL(18, 7), @Percentage), 2)) AS [VATCALC]
FROM @BFEB B2
WHERE B2.[BreakNO] < BFB.[BreakNO]) M2
DELETE BB
FROM [dbo].[BillBreakdown] BB
WHERE BB.[BillingNo] = @draftno
INSERT
INTO [dbo].[BillBreakdown]
([BillingNo],
[FECode],
[Percentage],
[FeeValue],
[LineType],
[VatValue],
[VatCode],
[VatRate],
[NominalCode],
[Calculation])
SELECT NBFB.[BillingNo],
NBFB.[FECode],
NBFB.[Percentage],
NBFB.[FeeValue],
NBFB.[LineType],
NBFB.[VatValue],
NBFB.[VatCode],
NBFB.[VatRate],
NBFB.[NominalCode],
NBFB.[Calculation]
FROM @BFEB NBFB
LEFT OUTER JOIN [dbo].[BillBreakdown] BB
ON BB.[BillingNo] = NBFB.[BillingNo]
AND BB.[FECode] = NBFB.[FECode]
WHERE BB.[BreakNO] IS NULL
END')
END
GO
IF OBJECT_ID(N'KAAS_CP_DeleteClientPortalUser',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_CP_DeleteClientPortalUser]
GO
CREATE PROCEDURE
[dbo].[KAAS_CP_DeleteClientPortalUser]
(@LoginId INT = 0)
AS
/*******************************************************************************************************
* *
* Stored Procedure Name : [dbo].[KAAS_CP_DeleteClientPortalUser] *
* Description: To delete the selected login *
* *
* Modification History: *
* 2022-07-27 Vinodhkumar.M Created *
* 2022-07-28 Vinodhkumar.M Delete client portal user record based on ClientLoginId *
*******************************************************************************************************/
BEGIN
IF EXISTS (SELECT TOP 1 1 FROM [dbo].[ClientLogin] WHERE ClientLoginId = @LoginId)
BEGIN
UPDATE [dbo].[ClientLogin] SET
[IsDeleted] = 1,
[IsActiveLogin] = 0
WHERE [ClientLoginId] = @LoginId
END
IF EXISTS (SELECT TOP 1 1 FROM [dbo].[ClientLoginAccess] WHERE ClientLoginId = @LoginId)
BEGIN
DELETE FROM [dbo].[ClientLoginAccess]
WHERE [ClientLoginId] = @LoginId
END
IF EXISTS (SELECT TOP 1 1 FROM [dbo].[ClientPortalUserSetting] WHERE ClientLoginId = @LoginId)
BEGIN
DELETE FROM [dbo].[ClientPortalUserSetting]
WHERE [ClientLoginId] = @LoginId
END
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_CreateAccountsBatch'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_CreateAccountsBatch]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_CreateAccountsBatch]
(@DraftBillNo INT,
@MatterCode VARCHAR(20),
@ResultBillNo INT OUTPUT)
AS
/***************************************************************************
*
* [dbo].[KY_NETCreateAccountsBatch]
* This SP is used to create accounts batch when a bill is approved
*
* Modification History
* 2016-12-20 Arun Created
* 2016-12-21 Arun Alignment issue fixed
* 2016-12-22 Arun Have added Bill Number udpate query in control table
* 2017-07-05 John GETDATE() is wrapped in functions to just get the DATE and exclude the TIME
* Also wrapped [CON].[EICONVERT] in functions so 0 values are not possible
* 2019-11-13 Rajesh Copied from [dbo].[KY_NETCreateAccountsBatch]
* 2021-12-08 Bala Added Draft Bill and Matter for where condition
***************************************************************************/
BEGIN
DECLARE @TIMECOST AS VARCHAR(1)
DECLARE @NEWBATCHNO AS INT
DECLARE @BILLFEBREAKCOUNT AS INT
DECLARE @LASTBATCHNO AS INT
DECLARE @BILLDETAILCOUNT AS INT
DECLARE @ControlLastBatchNo as INT
DECLARE @ControlLastBillNo as INT
--BAH = BATCHH
--CON = CONTROL
--BIH = BILLHEADER
--BAD = BATCHDETAIL
--BIH = BILLFEEBREAKDOWN
--BID = BILLDETAILS
--select BATCHNO from BatchH <<- Control.LastBatch
--select BATCHNO from BillHeader <<- Control.LastBatch
--Step 1 -> Getting Last Batch Number from Control Table
UPDATE [CRL]
SET [LASTBATCH] = ISNULL([LASTBATCH],0) + 1 ,
@ControlLastBatchNo = ISNULL([LASTBATCH],0) + 1,
[LASTBILL] = ISNULL([LASTBILL],0) + 1,
@ControlLastBillNo = ISNULL([LASTBILL],0) + 1,
[LASTPREF] = ISNULL([LASTPREF],0) + 1
FROM [CONTROL] [CRL]
--Step 2 -> Update BillHeader.BatchNo Based on Control.LastBatchNo, DraftbillNo and MatterCode
UPDATE [BIH]
SET [BATCHNO] = @ControlLastBatchNo,
[BILLNO] = @ControlLastBillNo
FROM [dbo].[BillHeader] [BIH]
WHERE [DraftNo] = @DraftBillNo AND
[Matter] = @MatterCode
--Step3 --> Add BatchH
INSERT
INTO [dbo].[BATCHH]
([BATCHNO],
[PREF],
[TYPE],
[CODE],
[REF],
[DATE],
[FEE],
[MATTER],
[SUPP],
[NARR],
[VALUE],
[SUBTOT],
[POSTED],
[CLIENTAC],
[PERNO],
[YEAR],
[PAYEE],
[OUTLAYTOT],
[VATTOT],
[FEETOT],
[INVCR],
[THIRDPARTY],
[USERCODE],
[ENTRYDATE],
[CLIENTBANK],
[CURRENCY],
[CURRENCYVALUE],
[CUROUTLAYTOT],
[CURVATTOT],
[CURFEETOT],
[RECNO],
[CREDITINVOICENO],
[DRAFTBILLNO],
[WRITEDOWN],
[WRITEBACKHOURS],
[WRITEBACKVALUE],
[EFTSENT],
[EFTDATE],
[EFTFILENUMBER],
[EFTFILENAME],
[EFTYORN],
[CLIENTCODE],
[PAYCLIENT],
[ONCEOFFPAYMENT],
[CASEASSCODE],
[EFTEMAILYORN])
SELECT [BIH].[BATCHNO],
[CON].[LASTPREF],
'I',
'',
[CON].[LASTBILL],
[BIH].[DATE],
'',
[BIH].[MATTER],
[BIH].[OPENINVOICE],
[BIH].[ADDRESSEE],
[BIH].[TOTAL],
[BIH].[TOTAL],
'N',
'N',
[CON].[CURPER],
[CON].[YEAR],
'',
[BIH].[OUTLAY],
[BIH].[TOTALVAT],
[BIH].[FEMISCTOTAL],
[BIH].[INVCR],
[BIH].[TRANSFER],
[BIH].[USER],
DATEADD(DAY, DATEDIFF(DAY, 0, GETDATE()), 0),
'',
[CON].[BASECURRENCY],
[BIH].[TOTAL]/ ISNULL(NULLIF([CON].[EICONVERT], 0), 1),
[BIH].[OUTLAY]/ ISNULL(NULLIF([CON].[EICONVERT], 0), 1),
[BIH].[TOTALVAT]/ ISNULL(NULLIF([CON].[EICONVERT], 0), 1),
[BIH].[FEMISCTOTAL]/ ISNULL(NULLIF([CON].[EICONVERT], 0), 1),
0,
[BIH].[CreditInvoiceNo],
[BIH].[DRAFTNO],
CASE WHEN [CON].[TIMECOSTING] = 'Y'
THEN [BIH].[WRITEDOWN]
ELSE NULL
END,
CASE WHEN [CON].[TIMECOSTING] = 'Y'
THEN [BIH].[WRITEBACKHOURS]
ELSE 0.00
END,
CASE WHEN [CON].[TIMECOSTING] = 'Y'
THEN [BIH].[WRITEBACKVALUE]
ELSE 0.00
END,
'N',
0,
0,
'',
'N',
'',
'N',
'N',
'',
'N'
FROM [dbo].[CONTROL] [CON]
LEFT JOIN [BILLHEADER] [BIH]
ON [BIH].[BATCHNO] = [CON].[LASTBATCH]
WHERE [BIH].[DRAFTNO] = @DraftBillNo
AND [BIH].[MATTER] = @MatterCode
--Step 4 --> then create the BatchDetail "Fee" lines from the BillFeeEarnerBreakdown table
-- loop through the FeeEarner Breakdown table for this draft bill
IF EXISTS(SELECT TOP 1 1
FROM [dbo].[BillFeeBreakDown] [BIF]
WHERE [BIF].[MATTER] = @MatterCode AND
[BIF].[DRAFTNO] = @DraftBillNo AND
[BIF].[TYPE] ='F' AND
[BIF].[VALUE] <>0)
BEGIN
INSERT
INTO [dbo].[BATCHDETAILS]
([PREF],
[BATCHNO],
[TYPE],
[CODE],
[REF],
[DATE],
[FEE],
[NARR],
[MATTER],
[VALUE],
[VATCODE],
[VATVAL],
[CLIENTYN],
[ENTRYCURRENCY],
[CURRENCYVALUE],
[CURRENCYVAT],
[OUTLAY],
[YEAR],
[PERNO],
[CASEASSCODE],
[ONCEOFFPAYMENT],
[PAYCLIENT],
[CLIENTCODE],
[EFTEMAILYORN])
SELECT [CON].[LASTPREF],
--BIF.FECODE, --HAN:Code = BIF:FECode
--HAN.MAILADDRESS, --FEE:Code = HAN:mailaddress
[BAH].[BATCHNO],
'I',
[FEE].[NOMINAL],
[BAH].[REF],
[BAH].[DATE],
[BIF].[FECODE],
'FEES CREDIT - '+[BIF].[FECODE]+' '+[BIF].[MATTER],
[BIF].[MATTER],
CASE WHEN [BIF].[VALUE] = 0
THEN [BAH].[FEETOT]
ELSE [BIF].[VALUE]
END,
[BIF].[VATCODE],
[BIF].[VATAMT],
'N',
[CON].[BASECURRENCY],
[BIF].[VALUE] / ISNULL(NULLIF([CON].[EICONVERT], 0), 1),
[BIF].[VATAMT]/ ISNULL(NULLIF([CON].[EICONVERT], 0), 1),
[BIF].[TYPE],
[CON].[YEAR],
[CON].[CURPER],
'',
'N',
'N',
'', --ClientCode
'N'
FROM [dbo].[BILLFEEBREAKDOWN] [BIF]
LEFT JOIN [dbo].[BILLHEADER] [BIH]
ON [BIF].[MATTER] = BIH.[MATTER] AND
[BIF].[DRAFTNO]= [BIH].[DRAFTNO]
LEFT JOIN [dbo].[CONTROL] [CON]
ON [BIH].[BATCHNO] = [CON].[LASTBATCH]
LEFT JOIN [dbo].[BATCHH] [BAH]
ON [BAH].[BATCHNO] = [BIH].[BATCHNO]
LEFT JOIN [dbo].[Handlers] [HAN]
ON [HAN].CODE = [BIF].[FECODE]
LEFT JOIN [dbo].[FeeEarnerCodes] [FEE]
ON [FEE].[Code] =[HAN].[MAILADDRESS]
WHERE [BIF].[MATTER] = @MatterCode
AND [BIF].[DRAFTNO] = @DraftBillNo
AND [BIF].[TYPE] = 'F'
AND [BIF].[VALUE] <> 0
END
--Step 5 --> then create the BatchDetail "Outlay" and "Misc Outlay" from the Bill Details table
IF EXISTS(SELECT TOP 1 1
FROM [dbo].[BillDetails]
WHERE [DRAFTNO] = @DraftBillNo AND
[MATTER] = @MatterCode AND
[TYPE]<>'F' and [NET] <>0)
BEGIN
INSERT
INTO [dbo].[BATCHDETAILS]
([PREF],
[BATCHNO],
[TYPE],
[CODE],
[REF],
[DATE],
[FEE],
[MATTER],
[VALUE],
[VATCODE],
[VATVAL],
[CLIENTYN],
[ENTRYCURRENCY],
[CURRENCYVALUE],
[CURRENCYVAT],
[YEAR],
[PERNO],
[NARR],
[OUTLAY],
[CaseAssCode],
[OnceOffPayment],
[PayClient],
[ClientCode],
[EFTEmailYorN])
SELECT [CON].[LASTPREF],
[BAH].[BATCHNO],
'I',
[BID].[NOMINAL],
[BAH].[REF],
[BAH].[DATE],
[BID].[FEEEARNER],
[BID].[MATTER],
[BID].[NET],
[BID].[VATCODE],
[BID].[VATVALUE],
'N',
[CON].[BASECURRENCY],
[BID].[NET]/ ISNULL(NULLIF([CON].[EICONVERT], 0), 1),
[BID].[VATVALUE]/ ISNULL(NULLIF([CON].[EICONVERT], 0), 1),
[CON].[YEAR],
[CON].[CURPER],
[BID].[NARRATIVE],
(CASE WHEN [BID].[TYPE]='O'
THEN [BID].[TYPE]
WHEN ([BID].[TYPE]='M' OR [BID].[NOMINAL] <> [CON].[OUTLAY])
THEN 'F'
END),
'',
'N',
'N',
'',
'N'
FROM [dbo].[BillDetails] [BID]
LEFT JOIN [dbo].[BILLHEADER] [BIH]
ON [BID].[MATTER] = [BIH].[MATTER] AND
[BID].[DRAFTNO] = [BIH].[DRAFTNO]
LEFT JOIN [dbo].[CONTROL] [CON]
ON [BIH].[BATCHNO] = [CON].[LASTBATCH]
LEFT JOIN [dbo].[BATCHH] [BAH]
ON [BAH].BATCHNO = [BIH].[BATCHNO]
WHERE [BID].[MATTER] = @MatterCode AND
[BID].[DRAFTNO] = @DraftBillNo AND
[BID].[TYPE] <> 'F' AND
[BID].[NET] <> 0
END
--Step 7 --> Return Bill No
SET
@ResultBillNo =
(SELECT [BILLNO]
FROM [dbo].[BillHeader]
WHERE [DRAFTNO] = @DraftBillNo)
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_CreateDiaryAttachment'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_CreateDiaryAttachment]
END
GO
CREATE PROCEDURE [dbo].[KAAS_CreateDiaryAttachment]
(@pDiaryID INT = 0,
@pName VARCHAR(10),
@pDocName VARCHAR(100),
@pDocument VARCHAR(255),
@pType VARCHAR(10),
@pDocClass VARCHAR(10),
@pDateEntered VARCHAR(25),
@pEnterBy VARCHAR(8),
@pLastAccessed VARCHAR(25),
@pLastAccessedby VARCHAR(8),
@pSystem VARCHAR(1),
@pDictationFile VARCHAR(255),
@pSource VARCHAR(20),
@pDocFolders VARCHAR(MAX))
AS
/*******************************************************************************************************
* Create a Diary Attachment for a particular Action. *
* *
* Stored Procedure Name : [dbo].[KAAS_CreateDiaryAttachment] *
* Copied from : [dbo].[ky_NETSPCreateDiaryAttachment] *
* *
* Modification History : *
* 2019-04-11 Vinodhan K Created *
* 2019-05-31 Ramesh K Modified - File name extension to be stored in lower case *
* 2019-09-03 Vinodhan K Modified - File will be saved to UNC path *
* 2021-09-03 Aakif Modified - Increased varchar size to accomodate date and time *
* 2021-10-06 Arun V Set Context info *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
DECLARE @strcasecode VARCHAR(20)
DECLARE @inTrackRef Int
DECLARE @strFileName VARCHAR(255)
DECLARE @strUNCFileName VARCHAR(500)
DECLARE @strMatterNo VARCHAR(10)
DECLARE @strClientCode VARCHAR(10)
DECLARE @strDefaultFolder VARCHAR(255)
DECLARE @strSource VARCHAR(20)
DECLARE @strType VARCHAR(10)
DECLARE @continue INT
DECLARE @error VARCHAR(1000)
DECLARE @DocNamingMethod CHAR(1)
DECLARE @StorageMethod CHAR(1)
SELECT @DocNamingMethod = [CON].[DocumentNamingMethod] FROM [dbo].[control] [CON]
SET @DocNamingMethod = CASE WHEN ISNULL(@DocNamingMethod, ' ') = 'T' THEN 'T' ELSE ' ' END
SELECT @StorageMethod = [SCN].[STORAGEMETHOD] FROM [dbo].[SystemConfig] [SCN]
SET @StorageMethod = CASE WHEN ISNULL(@StorageMethod, 'C') = 'D' THEN 'D' ELSE 'C' END
SET @continue = 0
SET @error = ''
SET @pDiaryID = ISNULL(@pDiaryID, 0)
IF (@pDiaryID = 0)
BEGIN
SET @continue = 12
SET @error = 'invalid or missing Diary ID'
END
-- Get Diary and Matter information
IF (@continue = 0)
BEGIN
BEGIN TRY
SELECT @strcasecode = RTRIM(ISNULL(MAT.[code], '')),
@strClientCode = RTRIM(ISNULL(MAT.[clientcode], '')),
@strMatterNo = RTRIM(ISNULL(MAT.[matter], '')),
@strSource = RTRIM(ISNULL(DIA.[PROCESSTYPE], ''))
FROM [dbo].[diary] DIA
INNER JOIN [dbo].[matters] MAT
ON MAT.[code] = DIA.[CASECODE]
WHERE DIA.[ACTIONID] = @pDiaryID
SET @strcasecode = ISNULL(@strcasecode, '')
SET @strClientCode = ISNULL(@strClientCode, '')
SET @strMatterNo = ISNULL(@strMatterNo, '')
SET @strSource = CASE WHEN ISNULL(@pSource, '') = ''
THEN CASE WHEN ISNULL(@strSource, 'I') = 'I'
THEN 'Received E-mail'
ELSE 'Sent E-mail' END
ELSE @pSource END
IF (@strcasecode = '')
BEGIN
SET @continue = 2
SET @error = 'invalid or missing Diary ID'
END
END TRY
BEGIN CATCH
SET @continue = 1
SET @error = 'Error retrieving Diary information for Diary ID: ' + ISNULL(convert(VARCHAR(10), @pDiaryID), 'unknown') + ' ' + Error_Message()
END CATCH
END
-- Get Next TrackReference -----------------------------------------------------------------------------------------------------------------------------------------
IF (@continue = 0)
BEGIN
BEGIN TRY
--SELECT @inTrackRef = ISNULL(MAX(DAT.[TrackReference]), 0) + 1
-- FROM [dbo].[DiaryAttachments] DAT
EXEC @inTrackRef = [dbo].[KAAS_GetNextTrackReference]
END TRY
BEGIN CATCH
SET @continue = 3
SET @error = 'Error calculating next Track Reference: ' + Error_Message()
END CATCH
END
-- Write DiaryAttachment Record -----------------------------------------------------------------------------------------------------------------------------------------
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
IF @StorageMethod = 'C'
BEGIN
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
ELSE
BEGIN
SET @strFileName = @strDefaultFolder + '\' + CONVERT(VARCHAR(6), GETDATE(), 112)
END
END TRY
BEGIN CATCH
SET @continue = 6
SET @error = 'Error establishing Document Folder: ' + Error_Message()
END CATCH
END
IF (@continue = 0)
BEGIN
SET @pDocument = RTRIM(ISNULL(@pDocument, ''))
SET @pDocument = REPLACE(@pDocument, CHAR(13) + CHAR(10), '_')
IF (@pDocument = '')
BEGIN
SET @continue = 7
SET @error = 'missing document name'
END
END
IF (@continue = 0)
BEGIN
SET @pDocName = RTRIM(ISNULL(@pDocName, ''))
SET @pDocName = REPLACE(@pDocName, CHAR(13) + CHAR(10), '_')
IF (@pDocName = '')
BEGIN
SET @continue = 7
SET @error = 'missing document name'
END
END
IF (@continue = 0)
BEGIN
BEGIN TRY
SET @pType = RTRIM(ISNULL(@pType, ''))
SET @strType = convert(VARCHAR(10), @pType)
END TRY
BEGIN CATCH
SET @continue = 8
SET @error = 'Error interpreting Document Type: ' + Error_Message()
END CATCH
END
IF (@continue = 0)
BEGIN
BEGIN TRY
DECLARE @pDocName2 VARCHAR(100)
DECLARE @pDocumentWork VARCHAR(255)
SET @pDocumentWork = REVERSE(@pDocument)
IF CHARINDEX('\', @pDocumentWork) > 0
BEGIN
SET @pDocumentWork = SUBSTRING(@pDocumentWork, 1, CHARINDEX('\', @pDocumentWork) - 1)
END
IF CHARINDEX('.', @pDocumentWork) > 0
BEGIN
SET @pDocumentWork = SUBSTRING(@pDocumentWork, CHARINDEX('.', @pDocumentWork) + 1, LEN(@pDocumentWork) - CHARINDEX('.', @pDocumentWork))
END
SET @pDocumentWork = REVERSE(@pDocumentWork)
IF @DocNamingMethod <> 'T'
BEGIN
SET @pDocName2 = REPLACE(REPLACE(REPLACE([dbo].[KAAS_FN_RemovePatternFromString](@pDocumentWork, '%[:*<>$&.!?@#~/\\\%|`ª{}\+=_^?œ",]%'), CHAR(13), ''), CHAR(10), ''), CHAR(9), '')
IF @StorageMethod = 'D'
BEGIN
SET @strFileName = @strFileName
+ '\'
+ @pDocName2
+ '_'
+ convert(VARCHAR(10), @inTrackRef)
END
ELSE
BEGIN
SET @strFileName = @strFileName
+ '\'
+ @strMatterNo
+ '\'
+ @pDocName2
+ '_'
+ convert(VARCHAR(10), @inTrackRef)
END
END
ELSE
BEGIN
IF @StorageMethod = 'D'
BEGIN
SET @strFileName = @strFileName
+ '\'
+ convert(VARCHAR(10), @inTrackRef)
END
ELSE
BEGIN
SET @strFileName = @strFileName
+ '\'
+ @strMatterNo
+ '\'
+ convert(VARCHAR(10), @inTrackRef)
END
END
IF (@pType <> '')
BEGIN
SET @strFileName = @strFileName
+ '.'
+ LOWER(@pType)
END
END TRY
BEGIN CATCH
SET @continue = 9
SET @error = 'Error establishing filename: ' + Error_Message()
END CATCH
END
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
IF(@strType = 'FOL')
BEGIN
SET @strFileName = @pDocument
END
IF (@continue = 0)
BEGIN
BEGIN TRY
INSERT INTO DiaryAttachments
([DiaryId],
[TrackReference],
[CaseCode],
[Name],
[Document],
[Filepath],
[Type],
[DocClass],
[DateEntered],
[EnteredBy],
[LastAccessDate],
[LastAccessBy],
[System],
[Dictationfile],
[Source])
VALUES(@pDiaryID,
@inTrackRef,
@strcasecode,
@pName,
@pDocName,
@strUNCFileName, --To save files in the UNC file path. Previously used : @strFileName
@strType,
@pDocClass,
convert(DATETIME, @pDateEntered),
@pEnterBy,
convert(DATETIME, @pLastAccessed),
@pLastAccessedby,
@pSystem,
@pDictationFile,
@strSource)
END TRY
BEGIN CATCH
SET @continue = 10
SET @error = 'Error inserting Diary Attachment record: ' + Error_Message()
END CATCH
END
IF (@continue = 0)
BEGIN
BEGIN TRY
DECLARE @iSL INT
DECLARE @data TABLE
([seq] INT IDENTITY(1, 1) NOT NULL PRIMARY KEY,
[folderid] INT NOT NULL,
[trackreference] INT NOT NULL)
BEGIN TRY
EXEC sp_xml_preparedocument @iSL OUTPUT, @pDocFolders
END TRY
BEGIN CATCH
EXEC sp_xml_preparedocument @iSL OUTPUT, ''
END CATCH
INSERT
INTO @data
([folderid],
[trackreference])
SELECT SRC.[folderid],
@inTrackRef
FROM OPENXML(@iSL, N'selectedfolders/folder')
WITH ([folderid] INT '@id') SRC
EXEC sp_xml_removedocument @iSL
INSERT
INTO [dbo].[DocFolderDocuments]
([DocFolderID],
[TrackReference])
SELECT DT.[folderid],
DT.[trackreference]
FROM @data DT
LEFT OUTER JOIN [dbo].[DocFolderDocuments] DFD
ON DFD.[DocFolderID] = DT.[folderid]
AND DFD.[TrackReference] = DT.[trackreference]
WHERE DFD.[TrackReference] IS NULL
END TRY
BEGIN CATCH
SET @continue = 11
SET @error = 'Error copying documents to document folder: ' + Error_Message()
END CATCH
END
SELECT @strcasecode AS [CaseCode],
@inTrackRef AS [NewTrackReference],
@strFileName As [Path],
@strUNCFileName As [UNCPath],
@continue AS [ErrorCode],
@error AS [ErrorMessage]
DECLARE @HandlerBin VARBINARY(128)
SET @HandlerBin = CONVERT(VARBINARY(128), @pLastAccessedby)
SET CONTEXT_INFO @HandlerBin
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_CreateDiaryAttachmentXML'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_CreateDiaryAttachmentXML]
END
GO
CREATE PROCEDURE [dbo].[KAAS_CreateDiaryAttachmentXML]
(@pXML NVARCHAR(MAX))
AS
/*************************************************************************************************************
* *
* Create a Diary Attachment for a particular Action *
* *
* Stored Procedure name : KAAS_CreateDiaryAttachmentXML *
* Copied from : [dbo].[ky_NETSPCreateDiaryAttachmentXML] *
* *
* Compatibility information - PLEASE update older versions if necessary to ensure the compatible software *
* remains fully functional *
* ***************************************************************************************************** *
* * * *
* * Supersedes: - [dbo].[ky_NETSPCreateDiaryAttachment] * *
* * First compatible version: - 5.7.2.1 * *
* * Last compatible software version: - * *
* * Superseded by: - * *
* * * *
* ***************************************************************************************************** *
* *
* Modification History *
* 2015-09-16 Pino Carafa Imported from Release 1 *
* 2015-10-19 Sridharan KEYD-2789-Copy to Another File doesn't work correctly *
* when using the Document Manager *
* 2016-05-01 Pino Carafa Add DocFolders parameter *
* Class can now be up to 10 characters *
* @strType can now be up to 10 characters *
* 2016-10-24 Pino Carafa Remove invalid filename characters in filename *
* 2016-10-27 Pino Carafa Handle full file paths through @pDocument *
* 2017-03-10 Pino Carafa Use ky_NETGetNextTrackReference *
* 2017-07-24 Pino Carafa Add support for Document Naming Method and Storage Method *
* 2019-07-29 Pino Carafa XML Version including support to add DiaryAttachmentText *
* 2019-07-29 Pino Carafa Added functionality to write to the Undertakings log as had been *
* implemented in [dbo].[ky_NETAAInsertDiaryAttchement] *
* 2019-07-30 Pino Carafa Added Trackreference to the input XML. If left out procedure will *
* get the next Track Reference itself, otherwise it will use what is *
* passed in *
* 2019-08-21 Pino Carafa Added script to write/update the [ReindexStatus] table. Only affects *
* On Premise databases *
* 2019-09-13 Pino Carafa KEYD-6133 *
* 2019-12-26 Vinodhan Created KAAS_CreateDiaryAttachmentXML *
* 2021-06-08 Sadiq Made varchar(17) to varchar(20) as DateTime string is taking 20 char and *
* 10872 is Fixed
* 2021-10-06 Arun V Set Context info *
* 2022-11-18 Sadiq Added one more column with TYPE to fetch for Generate documents (15583) *
*************************************************************************************************************/
BEGIN
DECLARE @pDiaryID INT
DECLARE @pName VARCHAR(10)
DECLARE @pDocName VARCHAR(100)
DECLARE @pDocument VARCHAR(255)
DECLARE @pType VARCHAR(10)
DECLARE @pDocClass VARCHAR(10)
DECLARE @pDateEntered VARCHAR(20)
DECLARE @pEnterBy VARCHAR(8)
DECLARE @pLastAccessed VARCHAR(20)
DECLARE @pLastAccessedby VARCHAR(8)
DECLARE @pSystem VARCHAR(1)
DECLARE @pDictationFile VARCHAR(255)
DECLARE @pSource VARCHAR(20)
DECLARE @pDocumentText VARCHAR(MAX)
DECLARE @pFMINumber INT
DECLARE @Fees INT
DECLARE @Outlay INT
DECLARE @inTrackRef INT
DECLARE @DocFolders TABLE
([id] INT)
SET NOCOUNT ON
DECLARE @iSL INT
BEGIN TRY
EXEC sp_xml_preparedocument @iSL OUTPUT, @pXML
END TRY
BEGIN CATCH
EXEC sp_xml_preparedocument @iSL OUTPUT, N''
END CATCH
SELECT @pDiaryID = [XML].[DiaryID],
@pName = [XML].[Name],
@pDocName = [XML].[DocName],
@pDocument = [XML].[Document],
@pType = [XML].[Type],
@pDocClass = [XML].[DocClass],
@pDateEntered = [XML].[DateEntered],
@pEnterBy = [XML].[EnterBy],
@pLastAccessed = [XML].[LastAccessed],
@pLastAccessedBy = [XML].[LastAccessedBy],
@pSystem = [XML].[System],
@pDictationFile = [XML].[DictationFile],
@pSource = [XML].[Source],
@pDocumentText = [XML].[DocumentText],
@Fees = [XML].[Fees],
@Outlay = [XML].[Outlay],
@inTrackRef = [XML].[TrackReference]
FROM OPENXML(@iSL, N'CreateDiaryAttachment')
WITH ([DiaryID] INT '@diaryid',
[Name] VARCHAR(10) '@name',
[DocName] VARCHAR(100) '@docname',
[Document] VARCHAR(255) '@document',
[Type] VARCHAR(10) '@type',
[DocClass] VARCHAR(10) '@docclass',
[DateEntered] VARCHAR(20) '@dateentered',
[EnterBy] VARCHAR(8) '@enterby',
[LastAccessed] VARCHAR(20) '@lastaccessed',
[LastAccessedBy] VARCHAR(8) '@lastaccessedby',
[System] VARCHAR(1) '@system',
[DictationFile] VARCHAR(255) '@dictationfile',
[Source] VARCHAR(20) '@source',
[Fees] INT '@fees',
[Outlay] INT '@outlay',
[TrackReference] INT '@trackreference',
[DocumentText] VARCHAR(MAX) 'documenttext') [XML]
DECLARE @docfoldercount INT
SELECT @docfoldercount = COUNT(1)
FROM OPENXML(@iSL, N'CreateDiaryAttachment/selectedfolders/folder')
WITH ([id] INT '@id') [XML]
IF @docfoldercount > 0
BEGIN
INSERT
INTO @DocFolders
([id])
SELECT TOP (@docfoldercount) [id]
FROM OPENXML(@iSL, N'CreateDiaryAttachment/selectedfolders/folder')
WITH ([id] INT '@id') [XML]
END
BEGIN TRY
EXEC sp_xml_removedocument @iSL
END TRY
BEGIN CATCH
END CATCH
SET @pDiaryID = ISNULL(@pDiaryID, 0)
SET @pName = ISNULL(@pName, '')
SET @pDocument = ISNULL(@pDocument, '')
SET @pDocClass = ISNULL(@pDocClass, '')
SET @pEnterBy = ISNULL(@pEnterBy, '')
SET @pLastAccessedBy = ISNULL(@pLastAccessedBy, '')
SET @pSystem = CASE WHEN ISNULL(@pSystem, 'N') = 'Y' THEN 'Y' ELSE 'N' END
SET @pDictationFile = ISNULL(@pDictationFile, '')
SET @Fees = ISNULL(@Fees, 0)
SET @Outlay = ISNULL(@Outlay, 0)
DECLARE @strcasecode VARCHAR(20)
DECLARE @strFileName VARCHAR(255)
DECLARE @strUNCFileName VARCHAR(500)
DECLARE @strMatterNo VARCHAR(10)
DECLARE @strClientCode VARCHAR(10)
DECLARE @strDefaultFolder VARCHAR(255)
DECLARE @strSource VARCHAR(20)
DECLARE @strUniqueId VARCHAR(20)
DECLARE @strType VARCHAR(10)
DECLARE @continue INT
DECLARE @error VARCHAR(1000)
DECLARE @DocNamingMethod CHAR(1)
DECLARE @StorageMethod CHAR(1)
SELECT @DocNamingMethod = [CON].[DocumentNamingMethod] FROM [dbo].[control] [CON]
SET @DocNamingMethod = CASE WHEN ISNULL(@DocNamingMethod, ' ') = 'T' THEN 'T' ELSE ' ' END
SELECT @StorageMethod = [SCN].[STORAGEMETHOD] FROM [dbo].[SystemConfig] [SCN]
SET @StorageMethod = CASE WHEN ISNULL(@StorageMethod, 'C') = 'D' THEN 'D' ELSE 'C' END
SET @continue = 0
SET @error = ''
SET @pDiaryID = ISNULL(@pDiaryID, 0)
IF (@pDiaryID = 0)
BEGIN
SET @continue = 12
SET @error = 'invalid or missing Diary ID'
END
-- Get Diary and Matter information
IF (@continue = 0)
BEGIN
BEGIN TRY
SELECT @strcasecode = RTRIM(ISNULL([MAT].[code], '')),
@strClientCode = RTRIM(ISNULL([MAT].[clientcode], '')),
@strMatterNo = RTRIM(ISNULL([MAT].[matter], '')),
@strSource = RTRIM(ISNULL([DIA].[PROCESSTYPE], '')),
@strUniqueId = RTRIM(ISNULL([MAT].[uniqueid], ''))
FROM [dbo].[diary] [DIA]
INNER JOIN [dbo].[matters] [MAT]
ON [MAT].[code] = [DIA].[CASECODE]
WHERE [DIA].[ACTIONID] = @pDiaryID
-- Diary could be linked to Strong Room
IF RTRIM(ISNULL(@strcasecode, '')) = ''
BEGIN
SELECT TOP 1
@pFMINumber = [FMI].[NUMBER],
@strcasecode = RTRIM(ISNULL([MAT].[code], '')),
@strClientCode = RTRIM(ISNULL([MAT].[clientcode], '')),
@strMatterNo = RTRIM(ISNULL([MAT].[matter], '')),
@strSource = RTRIM(ISNULL([DIA].[PROCESSTYPE], '')),
@strUniqueId = RTRIM(ISNULL([MAT].[uniqueid], ''))
FROM [dbo].[diary] [DIA]
INNER JOIN [dbo].[FileManagerItems] [FMI]
LEFT OUTER JOIN [dbo].[matters] [MAT]
ON [MAT].[code] = [FMI].[MATTERCODE]
ON [FMI].[ActionID] = [DIA].[ACTIONID]
WHERE [DIA].[ACTIONID] = @pDiaryID
END
SET @strcasecode = ISNULL(@strcasecode, '')
SET @strClientCode = ISNULL(@strClientCode, '0')
SET @strMatterNo = ISNULL(@strMatterNo, '0')
SET @strSource = CASE WHEN ISNULL(@pSource, '') = ''
THEN CASE WHEN ISNULL(@strSource, 'I') = 'I'
THEN 'Received E-mail'
ELSE 'Sent E-mail' END
ELSE @pSource END
IF (@strcasecode = '')
BEGIN
IF @pFMINumber IS NULL
BEGIN
SET @continue = 2
SET @error = 'invalid or missing Diary ID'
END
END
END TRY
BEGIN CATCH
SET @continue = 1
SET @error = 'Error retrieving Diary information for Diary ID: ' + ISNULL(convert(VARCHAR(10), @pDiaryID), 'unknown') + ' ' + Error_Message()
END CATCH
END
-- Get Next TrackReference -----------------------------------------------------------------------------------------------------------------------------------------
IF (@continue = 0)
BEGIN
-- If Next TrackReference was passed in, just use what was passed in.
IF @inTrackRef IS NULL
BEGIN
BEGIN TRY
EXEC @inTrackRef = [dbo].[KAAS_GetNextTrackReference]
END TRY
BEGIN CATCH
SET @continue = 3
SET @error = 'Error calculating next Track Reference: ' + Error_Message()
END CATCH
END
END
-- Write DiaryAttachment Record -----------------------------------------------------------------------------------------------------------------------------------------
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
IF @StorageMethod = 'C'
BEGIN
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
ELSE
BEGIN
SET @strFileName = @strDefaultFolder + '\' + CONVERT(VARCHAR(6), GETDATE(), 112)
END
END TRY
BEGIN CATCH
SET @continue = 6
SET @error = 'Error establishing Document Folder: ' + Error_Message()
END CATCH
END
IF (@continue = 0)
BEGIN
SET @pDocument = RTRIM(ISNULL(@pDocument, ''))
SET @pDocument = REPLACE(@pDocument, CHAR(13) + CHAR(10), '_')
IF (@pDocument = '')
BEGIN
SET @continue = 7
SET @error = 'missing document name'
END
END
IF (@continue = 0)
BEGIN
SET @pDocName = RTRIM(ISNULL(@pDocName, ''))
SET @pDocName = REPLACE(@pDocName, CHAR(13) + CHAR(10), '_')
IF (@pDocName = '')
BEGIN
SET @continue = 7
SET @error = 'missing document name'
END
END
IF (@continue = 0)
BEGIN
BEGIN TRY
SET @pType = RTRIM(ISNULL(@pType, ''))
SET @strType = convert(VARCHAR(10), @pType)
END TRY
BEGIN CATCH
SET @continue = 8
SET @error = 'Error interpreting Document Type: ' + Error_Message()
END CATCH
END
IF (@continue = 0)
BEGIN
BEGIN TRY
DECLARE @pDocName2 VARCHAR(100)
DECLARE @pDocumentWork VARCHAR(255)
SET @pDocumentWork = REVERSE(@pDocument)
IF CHARINDEX('\', @pDocumentWork) > 0
BEGIN
SET @pDocumentWork = SUBSTRING(@pDocumentWork, 1, CHARINDEX('\', @pDocumentWork) - 1)
END
IF CHARINDEX('.', @pDocumentWork) > 0
BEGIN
SET @pDocumentWork = SUBSTRING(@pDocumentWork, CHARINDEX('.', @pDocumentWork) + 1, LEN(@pDocumentWork) - CHARINDEX('.', @pDocumentWork))
END
SET @pDocumentWork = REVERSE(@pDocumentWork)
IF @DocNamingMethod <> 'T'
BEGIN
IF ISNULL(@inTrackRef, 0) <> 0
BEGIN
IF LEN(@pDocumentWork) > LEN(CONVERT(VARCHAR(10), @inTrackRef)) + 1
BEGIN
IF SUBSTRING(@pDocumentWork, LEN(@pDocumentWork) - LEN(CONVERT(VARCHAR(10), @inTrackRef)), LEN(CONVERT(VARCHAR(10), @inTrackRef)) + 1) = '_' + CONVERT(VARCHAR(10), @inTrackRef)
BEGIN
SET @pDocumentWork = SUBSTRING(@pDocumentWork, 1, LEN(@pDocumentWork) - LEN(CONVERT(VARCHAR(10), @inTrackRef)) - 1)
END
END
END
SET @pDocName2 = REPLACE(REPLACE(REPLACE([dbo].[KAAS_FN_RemovePatternFromString](@pDocumentWork, '%[:*<>$&.!?@#~/\\\%|`¬{}\+=_^€£",]%'), CHAR(13), ''), CHAR(10), ''), CHAR(9), '')
IF @StorageMethod = 'D'
BEGIN
SET @strFileName = @strFileName
+ '\'
+ @pDocName2
+ '_'
+ convert(VARCHAR(10), @inTrackRef)
END
ELSE
BEGIN
SET @strFileName = @strFileName
+ '\'
+ @strMatterNo
+ '\'
+ @pDocName2
+ '_'
+ convert(VARCHAR(10), @inTrackRef)
END
END
ELSE
BEGIN
IF @StorageMethod = 'D'
BEGIN
SET @strFileName = @strFileName
+ '\'
+ convert(VARCHAR(10), @inTrackRef)
END
ELSE
BEGIN
SET @strFileName = @strFileName
+ '\'
+ @strMatterNo
+ '\'
+ convert(VARCHAR(10), @inTrackRef)
END
END
IF (@pType <> '')
BEGIN
SET @strFileName = @strFileName
+ '.'
+ @pType
END
END TRY
BEGIN CATCH
SET @continue = 9
SET @error = 'Error establishing filename: ' + Error_Message()
END CATCH
END
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
IF(@strType = 'FOL')
BEGIN
SET @strFileName = @pDocument
END
IF (@continue = 0)
BEGIN
BEGIN TRY
INSERT INTO DiaryAttachments
([DiaryID],
[TrackReference],
[CASECODE],
[NAME],
[DOCUMENT],
[FILEPATH],
[TYPE],
[DOCCLASS],
[DATEENTERED],
[ENTEREDBY],
[LASTACCESSDATE],
[LASTACCESSBY],
[SYSTEM],
[DICTATIONFILE],
[SOURCE],
[Fees],
[Outlay])
VALUES(@pDiaryID,
@inTrackRef,
@strcasecode,
@pName,
@pDocName,
@strUNCFileName,
@strType,
@pDocClass,
convert(DATETIME, @pDateEntered),
@pEnterBy,
convert(DATETIME, @pLastAccessed),
@pLastAccessedby,
@pSystem,
@pDictationFile,
@strSource,
@Fees,
@Outlay)
END TRY
BEGIN CATCH
SET @continue = 10
SET @error = 'Error inserting Diary Attachment record: ' + Error_Message()
END CATCH
END
IF (@continue = 0)
BEGIN
BEGIN TRY
DECLARE @data TABLE
([seq] INT IDENTITY(1, 1) NOT NULL PRIMARY KEY,
[folderid] INT NOT NULL,
[trackreference] INT NOT NULL)
INSERT
INTO @data
([folderid],
[trackreference])
SELECT [SRC].[id],
@inTrackRef
FROM @DocFolders [SRC]
INSERT
INTO [dbo].[DocFolderDocuments]
([DocFolderID],
[TrackReference])
SELECT [DT].[folderid],
[DT].[trackreference]
FROM @data [DT]
LEFT OUTER JOIN [dbo].[DocFolderDocuments] [DFD]
ON [DFD].[DocFolderID] = [DT].[folderid]
AND [DFD].[TrackReference] = [DT].[trackreference]
WHERE [DFD].[TrackReference] IS NULL
END TRY
BEGIN CATCH
SET @continue = 11
SET @error = 'Error copying documents to document folder: ' + Error_Message()
END CATCH
END
IF @continue = 0
BEGIN
SET @pDocumentText = RTRIM(ISNULL(@pDocumentText, ''))
BEGIN TRY
BEGIN
IF EXISTS
(SELECT TOP 1 1
FROM [dbo].[DiaryAttachmentText] [DAX]
WHERE [DAX].[TrackReference] = @inTrackRef)
BEGIN
UPDATE [DAX]
SET [DAX].[AccessDate] = @pLastAccessed,
[DAX].[ModifyDate] = @pLastAccessed,
[DAX].[CreatedDate] = @pDateEntered,
[DAX].[TEXT] = @pDocumentText
FROM [dbo].[DiaryAttachmentText] [DAX]
WHERE [DAX].[TrackReference] = @inTrackRef
END
ELSE
BEGIN
INSERT
INTO [dbo].[DiaryAttachmentText]
([TrackReference],
[AccessDate],
[CreatedDate],
[ModifyDate],
[TEXT])
VALUES(@inTrackRef,
@pLastAccessed,
@pDateEntered,
@pLastAccessed,
@pDocumentText)
END
END
END TRY
BEGIN CATCH
END CATCH
BEGIN TRY
BEGIN
IF EXISTS
(SELECT TOP 1 1
FROM [dbo].[ReindexStatus] [RIS]
WHERE [RIS].[TrackReference] = @inTrackRef)
BEGIN
UPDATE [RIS]
SET [RIS].[STATUS] = 1
FROM [dbo].[ReindexStatus] [RIS]
WHERE [RIS].[TrackReference] = @inTrackRef
END
ELSE
BEGIN
INSERT
INTO [dbo].[ReindexStatus]
([TrackReference],
[FILEPATH],
[STATUS])
VALUES(@inTrackRef,
@strFileName,
1)
END
END
END TRY
BEGIN CATCH
END CATCH
END
IF EXISTS
(SELECT TOP 1 1
FROM [dbo].[diary] [DIA] WITH (NOLOCK)
WHERE [DIA].[ACTIONID] = @pDiaryID
AND [DIA].[ACTIONTYPE] = 'U')
BEGIN
DECLARE @UserName VARCHAR(20)
DECLARE @Description VARCHAR(500)
SET @UserName = ISNULL((SELECT [HAN].[NAME]
FROM [dbo].[Handlers] [HAN]
WHERE [HAN].[CODE] = @pEnterBy),
CASE WHEN @pEnterBy = ''
THEN 'Unknown'
ELSE @pEnterBy END)
SET @Description = 'Attachment Added: ' + CHAR(13) + CHAR(10)
+ 'Date: ' + CONVERT(VARCHAR(11), CONVERT(DATETIME, @pDateEntered), 106) + CHAR(13) + CHAR(10)
+ 'Document Name: ' + @pDocName + CHAR(13) + CHAR(10)
+ 'Document Class: ' + @pDocClass + CHAR(13) + CHAR(10)
INSERT
INTO [dbo].[UndertakingLog]
([UndertakingID],
[FieldChanges],
[FromValue],
[ToValue],
[ByWho],
[ModifiedDate])
VALUES(@pDiaryID,
'New Documents Added',
@Description,
' - NIL - ',
@UserName,
GETDATE())
END
SELECT @strcasecode AS [CaseCode],
@inTrackRef AS [NewTrackReference],
@strFileName AS [Path],
@strUNCFileName AS [UNCPath],
@continue AS [ErrorCode],
@error AS [ErrorMessage],
@strUniqueId AS [UniqueId],
@strType AS [Type],
@pDocName AS [Document]
DECLARE @HandlerBin VARBINARY(128)
SET @HandlerBin = CONVERT(VARBINARY(128), @pLastAccessedby)
SET CONTEXT_INFO @HandlerBin
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_CreateDiaryStep'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE KAAS_CreateDiaryStep
END
GO
CREATE PROCEDURE KAAS_CreateDiaryStep
(@pStatus Int=0,
@pDate datetime,
@pDueDate datetime,
@pSentDate datetime,
@pCaseCode varchar(20),
@pActionCode char(15),
@pActionType char(1),
@pActionStatus char(3),
@pPriority char(1),
@pHighlighted char(1),
@pBillable int,
@pWorkProcess int,
@pPublish char(1),
@pFnCode varchar(10),
@pTeamCode varchar(10),
@pText1 varchar(MAX),
@pAttachments char(1),
@pEmailAddress varchar(MAX),
@pAddressTo varchar(MAX),
@pccTo varchar(MAX),
@pbccTo varchar(MAX),
@pemail char(1),
@pSubject varchar(MAX),
@pProcessType char(1),
@pLocation varchar(50),
@pDuration int)
AS
/*******************************************************************************************************
* Create Diary Step suitable for Add Task as well as assigning a mail to Case, and applying a duration.*
* *
* Stored Procedure Name : [dbo].[KAAS_CreateDiaryStep] *
* Copied from : [dbo].[ky_WDCreateDiaryStep5] in AllDiaryStepProcedures *
* *
* Modification History: *
* 2019-04-26 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
DECLARE @strcasecode nVarChar(20)
DECLARE @intAssignno int
DECLARE @SubjectLen int
DECLARE @CaseCodeLen int
DECLARE @FELen int
DECLARE @TeamLen int
DECLARE @dDate datetime
DECLARE @pTime char(10)
DECLARE @pEndTime char(10)
DECLARE @dDueDate datetime
DECLARE @pDueTime char(10)
DECLARE @continue int
DECLARE @error varchar(1000)
DECLARE @NewActionID int
DECLARE @KYC char(1)
DECLARE @FirmDomainAddress VARCHAR(50)
SELECT @FirmDomainAddress = CONVERT(VARCHAR(50), ISNULL([SET].[KeyValue], ''))
FROM [dbo].[Settings] [SET]
WHERE [SET].[KeyName] = 'FirmDomainAddress'
DECLARE @CheckAddress VARCHAR(MAX)
SET @CheckAddress = @pEmailAddress
If CHARINDEX('@', @CheckAddress) > 1
BEGIN
SET @CheckAddress = SUBSTRING(@CheckAddress, CHARINDEX('@', @CheckAddress), LEN(@CheckAddress) - CHARINDEX('@', @CheckAddress) + 1)
IF SUBSTRING(@CheckAddress, LEN(@CheckAddress), 1) IN ('>', ')', ']')
BEGIN
SET @CheckAddress = SUBSTRING(@CheckAddress, 1, LEN(@CheckAddress) - 1)
END
SET @CheckAddress = '%;' + @CheckAddress + ';%'
END
ELSE
BEGIN
SET @CheckAddress = ''
END
SET @FirmDomainAddress = ISNULL(@FirmDomainAddress, 'xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx')
IF LEN(@FirmDomainAddress) > 0
BEGIN
IF SUBSTRING(@FirmDomainAddress, 1, 1) <> '@'
BEGIN
SET @FirmDomainAddress = '@' + @FirmDomainAddress
END
END
IF @CheckAddress <> ''
BEGIN
IF ';' + @FirmDomainAddress + ';' LIKE @CheckAddress
BEGIN
SET @pProcessType = 'O'
END
END
SET @continue = 0
SET @error = ''
SET @NewActionID = 0
BEGIN TRANSACTION
Begin Try
SET @pDuration = ISNULL(@pDuration, 0)
IF (@pDuration <= 0)
BEGIN
SET @pDuration = 30
END
SET @pDuration = @pDuration * 60
End Try
Begin Catch
SET @continue = 1
SET @error = 'invalid duration information'
SET @NewActionID = 0
End Catch
IF (@continue = 0)
BEGIN
BEGIN TRY
-- Get only the DATE portion of the date that was passed in
IF (@pDate is null)
SET @pDate = GETDATE()
IF (@pDueDate is null)
SET @pDueDate = @pDate
SET @dDate = convert(datetime, convert(varchar, @pDate, 112))
SET @pTime = convert(char(10), (1000 * convert(int, DATEDIFF(ms, @dDate, @pDate) / 10000)) + 1)
SET @pEndTime = convert(char(10), (@pDuration * 100) + (1000 * convert(int, DATEDIFF(ms, @dDate, @pDate) / 10000)) + 1)
SET @dDueDate = convert(datetime, convert(varchar, @pDueDate, 112))
SET @pDueTime = convert(char(10), @pDuration + (10 * convert(int, DATEDIFF(ms, @dDueDate, @pDueDate) / 10000)))
END TRY
BEGIN CATCH
SET @continue = 2
SET @error = 'error processing date parameters'
SET @NewActionID = 0
END CATCH
END
IF (@continue = 0)
BEGIN
BEGIN TRY
select @SubjectLen = CASE WHEN sc.xtype = 35
THEN 150
ELSE sc.[length] END
from sysobjects so
inner join syscolumns sc
on sc.[id] = so.[id]
and sc.[name] = 'subject'
where so.[name] = 'diary'
select @CaseCodeLen = sc.[length]
from sysobjects so
inner join syscolumns sc
on sc.[id] = so.[id]
and sc.[name] = 'casecode'
where so.[name] = 'diary'
select @FELen = sc.[length]
from sysobjects so
inner join syscolumns sc
on sc.[id] = so.[id]
and sc.[name] = 'fncode'
where so.[name] = 'diary'
select @TeamLen = sc.[length]
from sysobjects so
inner join syscolumns sc
on sc.[id] = so.[id]
and sc.[name] = 'teamcode'
where so.[name] = 'diary'
END TRY
BEGIN CATCH
SET @continue = 3
SET @error = 'invalid duration information'
SET @NewActionID = 0
END CATCH
END
-- Get CaseCode From Matters Table -----------------------------------------------------------------------------------------------------------------------------------------
IF (@continue = 0)
BEGIN
BEGIN TRY
SET @strCaseCode = NULL
SELECT Top 1
@strCaseCode = MAT.[Code]
From [dbo].[Matters] MAT
WHERE MAT.[code] = @pCaseCode
SET @strCaseCode = RTRIM(Isnull(@strCaseCode, ''))
Set @pFNCode = RTRIM(@pFNCode)
Set @pTeamCode = RTRIM(@pTeamCode)
IF (@strCaseCode = '')
BEGIN
SET @continue = 4
BEGIN TRY
SET @pCaseCode = RTRIM(ISNULL(@pCaseCode, ''))
END TRY
BEGIN CATCH
SET @pCaseCode = ''
END CATCH
SET @error = 'Invalid Case Code: ' + @pCaseCode
SET @NewActionID = 0
END
IF (@continue = 0)
BEGIN
IF (LEN(@strCaseCode) < 2)
BEGIN
SET @continue = 4
SET @error = 'Invalid parameters. Case Code too short'
SET @NewActionID = 0
END
END
IF (@continue = 0)
BEGIN
IF (LEN(@strCaseCode) > @CaseCodeLen)
BEGIN
SET @continue = 4
SET @error = 'Invalid parameters. Case Code too long'
SET @NewActionID = 0
END
END
IF (@continue = 0)
BEGIN
IF (LEN(@pFNCode) > @FELen)
BEGIN
SET @continue = 4
SET @error = 'Invalid parameters. FE code too long'
SET @NewActionID = 0
END
END
IF (@continue = 0)
BEGIN
IF (LEN(@pTeamCode) > @TeamLen)
BEGIN
SET @continue = 4
SET @error = 'Invalid parameters. TEAM code too long'
SET @NewActionID = 0
END
END
-- Set Publish and Subject -----------------------------------------------------------------------------------------------------------------------------------
IF (@continue = 0)
BEGIN
Select @pPublish = CASE WHEN RTRIM(ISNULL(@pPublish, '')) <> ''
THEN @pPublish
ELSE TAC.[PUBLISHER] END,
@KYC = TAC.[KYC],
@pProcessType = CASE WHEN RTRIM(ISNULL(@pProcessType, '')) <> ''
THEN @pProcessType
ELSE TAC.[PROCESSTYPE] END
From TemplateActions TAC
where TAC.[ACTIONCODE] = @pActionCode
IF (RTRIM(IsNull(@pPublish, '')) = '')
BEGIN
SET @pPublish = 'N'
END
IF (RTRIM(IsNull(@pProcessType, '')) = '')
BEGIN
SET @pProcessType = ''
END
SET @pSubject = RTRIM(@pSubject)
IF LEN(@pSubject) > @SubjectLen
BEGIN
SET @pSubject = Substring(@pSubject, 1, @SubjectLen)
END
END
-- Truncate potentially long fields -----------------------------------------------------------------------------------------------------------------------------------
IF (@continue = 0)
BEGIN
SET @pEmailAddress = CONVERT(varchar(150), ISNULL(@pEmailAddress, ''))
SET @pSubject = CONVERT(varchar(500), ISNULL(@pSubject, ''))
SET @pAddressTo = CONVERT(varchar(2000), ISNULL(@pAddressTo, ''))
SET @pccTo = CONVERT(varchar(2000), ISNULL(@pccTo, ''))
SET @pbccTo = CONVERT(varchar(2000), ISNULL(@pbccTo, ''))
END
END TRY
BEGIN CATCH
SET @continue = 5
SET @error = 'Invalid parameters Publish, ProcessType or Subject'
SET @NewActionID = 0
END CATCH
END
IF (@continue = 0)
BEGIN
BEGIN TRY
-- Pino 2015-09-30 Start
EXEC @NewActionID = [dbo].[ky_NETGetNextActionID]
--SELECT @NewActionID = ISNULL(MAX(DIA.[ActionID]), 0) + 1
-- FROM [dbo].[diary] DIA
-- Pino 2015-09-30 End
END TRY
BEGIN CATCH
SET @continue = 8
SET @error = convert(varchar(1000), 'Error establishing new Action ID, ' + Error_Message())
SET @NewActionID = 0
END CATCH
END
-- Write Diary Record -----------------------------------------------------------------------------------------------------------------------------------------
IF (@continue = 0)
BEGIN
BEGIN TRY
INSERT INTO [dbo].[Diary]
([ActionID],
[Status],
[CaseCode],
[ActionCode],
[ActionStatus],
[PRIORITY],
[HIGHLIGHTED],
[BILLABLE],
[WORKPROCESS],
[FnCode],
[TeamCode],
[Text1],
[Attachments],
[EmailAddress],
[AddressTo],
[Location],
[ccTo],
[bccTo],
[email],
[Subject],
[Publish],
[ActionType],
[ProcessType],
[DYSTARTTIME],
[DYENDTIME],
[Date],
[DUEDATE],
[TxmDate],
[KYC])
VALUES(@NewActionID,
@pStatus,
@pCaseCode,
@pActionCode,
@pActionStatus,
@pPriority,
@pHighlighted,
@pBillable,
@pWorkProcess,
@pFnCode,
@pTeamCode,
convert(text, @pText1),
@pAttachments,
@pEmailAddress,
@pAddressTo,
@pLocation,
@pccTo,
@pbccTo,
@pemail,
@pSubject,
@pPublish,
@pActionType,
@pProcessType,
@pTime,
@pEndTime,
@pDate,
@pDueDate,
@pSentDate,
@KYC)
END TRY
BEGIN CATCH
SET @continue = 6
SET @error = convert(varchar(1000), 'Error inserting Diary Entry, ' + Error_Message())
SET @NewActionID = 0
END CATCH
END
-- Write the diary delegation record ------------------------------------------------------------
IF (@continue = 0)
BEGIN
BEGIN TRY
INSERT INTO [DiaryDelegations]
([ACTIONID],
[HANDLER],
[TEAM],
[DATE],
[TIME],
[DATER],
[TIMER],
[DUEDATE],
[DUETIME],
[REVIEW],
[STATUS],
[OWNER],
[DELEGATE],
[DELEGATESTATUS],
[ActionType],
[FromHandler],
[ReturnedBy],
[DelType])
VALUES(@NewActionID,
@pFnCode,
@pTeamCode,
@dDate,
@pTime,
@dDate,
@pTime,
@dDueDate,
@pDueTime,
' ',
@pStatus,
'Y',
@pFnCode,
0,
@pActionType,
' ',
' ',
'Created')
END TRY
BEGIN CATCH
SET @continue = 7
SET @error = convert(varchar(1000), 'Error inserting Diary Delegation, ' + Error_Message())
SET @NewActionID = 0
END CATCH
END
-- Commit Transaction ------------------------------------------------------------------------------------------------------------------
IF (@continue = 0)
BEGIN
COMMIT
END
ELSE
BEGIN
SET @NewActionID = 0
ROLLBACK
END
SELECT @continue AS [ErrorCode],
@error AS [ErrorMessage],
@NewActionID AS [NewActionID]
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_CreateFNL'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_CreateFNL]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_CreateFNL]
(@Matter VARCHAR(20),
@Date DATETIME,
@Name VARCHAR(50),
@address VARCHAR(120),
@Fees DECIMAL(15,2),
@Outlay DECIMAL(15,2),
@fecode VARCHAR(10),
@Vat DECIMAL(15,2),
@Total DECIMAL(15,2),
@Handler VARCHAR(10))
AS
/******************************************************************************************************************
* To Create the new FNL *
* *
* Stored Procedure Name: [dbo].[KAAS_CreateFNL] *
* Copied from : [dbo].[ky_NETCreateFNL] *
* *
* Modification History: *
* 2019-07-19 Vinodhan K Created *
******************************************************************************************************************/
BEGIN
SET NOCOUNT ON
DECLARE @IsSAM4 BIT
DECLARE @NARR VARCHAR(80)
DECLARE @COMMAND NVARCHAR(MAX)
SET @IsSAM4 = [dbo].[ISSAM4]()
IF @IsSAM4 = 0
BEGIN
SET @NARR = CONVERT(VARCHAR(80),
'FNL: '
+ CONVERT(VARCHAR(15),@Total)
+ ' '
+ RTRIM(ISNULL(CONVERT(VARCHAR(12),@Name), ''))
+ '... Fees: '
+ CONVERT(VARCHAR(15), @Fees)
+ ' Outlay: ' + CONVERT(VARCHAR(15), @Outlay)
+ ' Vat: ' + CONVERT(VARCHAR(15), @Vat))
SET @Matter = RTRIM(ISNULL(@Matter, ''))
SET @COMMAND = N'
INSERT
INTO [dbo].[Matterledger]
([MATTER],
[BATCHNO],
[PREF],
[DATE],
[NARR],
[FEE],
[REF])
VALUES(''' + Replace(@Matter, '''', '''''') + ''',
0,
0,
''' + Replace(@Date , '''', '''''') + ''',
''' + Replace(@NARR, '''', '''''') + ''',
''' + Replace(@fecode, '''', '''''') + ''',
''' + Replace(@Handler, '''', '''''') + ''')
SELECT SCOPE_IDENTITY()'
EXEC (@COMMAND)
END
ELSE
BEGIN
SET @NARR = CONVERT(VARCHAR(200),
'FNL: ' + CONVERT(VARCHAR(15), @Total) +
' ' + RTRIM(ISNULL(CONVERT(VARCHAR(30), @Name), '')) +
'... Fees: ' + CONVERT(VARCHAR(15), @Fees) +
' Outlay: ' + CONVERT(VARCHAR(15), @Outlay) +
' VAT: ' + CONVERT(VARCHAR(15), @Vat))
SET @Matter = RTRIM(ISNULL(@Matter, ''))
EXEC [dbo].[KAAS_AddMatterLedgerComment] @Matter, @Date, @Handler, @NARR
END
BEGIN
UPDATE MAT
SET MAT.[FNL_Name] = RTRIM(ISNULL(@Name, '')),
MAT.[FNL_Address] = RTRIM(ISNULL(@address, '')),
MAT.[FNL_Date] = @Date,
MAT.[FNL_Fees] = @Fees ,
MAT.[FNL_Outlay] = @Outlay ,
MAT.[FNL_VAT] = @Vat,
MAT.[FNL_Total] = @Total
FROM [dbo].[matters] MAT
WHERE MAT.[Code] = @Matter
END
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KAAS_CreateNamedBriefSection', N'P')IS NOT NULL
DROP PROCEDURE KAAS_CreateNamedBriefSection
GO
CREATE PROCEDURE [dbo].[KAAS_CreateNamedBriefSection] (@BriefIDV VARCHAR(10),
@CoverPageV VARCHAR(1),
@Section VARCHAR(100),
@SectionId INT OUT)
AS
/*************************************************************************************************************
* Stored Procedure Name : [dbo].[KAAS_CreateNamedBriefSection] *
* Copied from : [dbo].[ky_NETSPCreateBriefSection] *
* *
* Adds a new Section to the Brief *
* *
* Modification History *
* 2019-10-16 Ganapathy T Created *
* *
*************************************************************************************************************/
BEGIN
DECLARE @BriefID INT
DECLARE @CoverPage bit
BEGIN TRY
SET @BriefID = CONVERT(INT, @BriefIDV)
END TRY
BEGIN CATCH
SET @BriefID = 0
END CATCH
BEGIN TRY
SET @CoverPage = CONVERT(BIT, @CoverPageV)
END TRY
BEGIN CATCH
SET @CoverPage = 0
END CATCH
SET @Section = CASE WHEN RTRIM(ISNULL(@Section, '')) = '' THEN '(New Section)' ELSE RTRIM(ISNULL(@Section, '')) END
IF (@BriefID <> 0)
BEGIN
INSERT
INTO [dbo].[BriefSections]
([BriefID],
[CoverPage],
[Sequence],
[Section])
SELECT @BriefID AS [BriefID],
@CoverPage AS [CoverPage],
ISNULL(MAX(BS.[Sequence]), 0) + 1 AS [Sequence],
@Section AS [Section]
FROM [dbo].[BriefSections] BS
WHERE BS.[BriefID] = @BriefID
SELECT @SectionId = SCOPE_IDENTITY();
UPDATE BS
SET BS.[khsorter] = CONVERT(VARCHAR(1), 1 - BS.[CoverPage]) + SUBSTRING(CONVERT(VARCHAR(5), 10000 + BS.[Sequence]), 2, 4) + SUBSTRING(CONVERT(VARCHAR(8), 10000000 + BS.[ID]), 2, 7)
FROM [dbo].[BriefSections] BS
WHERE BS.[BriefID] = @BriefID
END
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_CreateTemplatedDiaryStep'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_CreateTemplatedDiaryStep]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_CreateTemplatedDiaryStep]
(@pStatus INT,
@pDate DATETIME,
@pDueDate DATETIME,
@pSentDate DATETIME,
@pCaseCode VARCHAR(20),
@pActionCode VARCHAR(20),
@pFNCode VARCHAR(10),
@pTEAMCode VARCHAR(10),
@pTEXT VARCHAR(MAX),
@pAttachments CHAR(1),
@pEmailAddress VARCHAR(MAX),
@pAddressTo VARCHAR(MAX),
@pccTo VARCHAR(MAX),
@pbccTo VARCHAR(MAX),
@pemail CHAR(1),
@pSubject VARCHAR(MAX),
@pLocation VARCHAR(50),
@pDuration INT)
AS
/********************************************************************************
* *
* Create Diary Step .NET version *
* Suitable for Add Task *
* AS well AS assigning a mail to Case, and applying a duration. *
* *
* Stored Procedure Name : KAAS_CreateTemplatedDiaryStep *
* Copied From : ky_NETSPCreateTemplatedDiaryStep *
* *
* Uses the template specified through the ACTIONCODE *
* *
* 2015-04-29 Pino If ActionCode does not exist, default values. *
* 2015-09-30 Pino Use ky_NETGetNextActionID *
* 2016-09-13 Pino KYC - KEYD-4040 *
* 2019-09-04 Vinodhan K Created KAAS_CreateTemplatedDiaryStep *
* *
**********************************************************************************/
BEGIN
DECLARE @pActionType CHAR(1)
DECLARE @pActionStatus CHAR(3)
DECLARE @pPriority CHAR(1)
DECLARE @pHighlighted CHAR(1)
DECLARE @pBillable INT
DECLARE @pWorkProcess INT
DECLARE @pPublish CHAR(1)
DECLARE @KYC char(1)
DECLARE @pProcessType CHAR(1)
IF EXISTS
(SELECT TOP 1 1
FROM [dbo].[TemplateActions] TAC
WHERE TAC.[ACTIONCODE] = RTRIM(ISNULL(@pActionCode, '')))
BEGIN
SELECT @pActionType = TAC.[ACTTYPE],
@pActionStatus = TAC.[STATUS],
@pPriority = CONVERT(VARCHAR(1), TAC.[PRIORITY]),
@pHighlighted = TAC.[HIGHLIGHTED],
@pBillable = CASE WHEN ISNULL(TAC.[BILLABLE], 'N') = 'Y'
THEN 1
ELSE 0 END,
@pWorkProcess = 0,
@pPublish = TAC.[PUBLISHER],
@KYC = TAC.[KYC],
@pProcessType = TAC.[PROCESSTYPE]
FROM [dbo].[TemplateActions] TAC
WHERE TAC.[ACTIONCODE] = @pActionCode
END
ELSE
BEGIN
SET @pActionType = 'A'
SET @pActionStatus = 'NA'
SET @pPriority = 'Normal'
SET @pHighlighted = ''
SET @pBillable = 0
SET @pWorkProcess = 0
SET @pPublish = 'N'
SET @pProcessType = 'I'
END
EXEC KAAS_CreateDiaryStep @pStatus,
@pDate,
@pDueDate,
@pSentDate,
@pCaseCode,
@pActionCode,
@pActionType,
@pActionStatus,
@pPriority,
@pHighlighted,
@pBillable,
@pWorkProcess,
@pPublish,
@pFnCode,
@pTeamCode,
@pText,
@pAttachments,
@pEmailAddress,
@pAddressTo,
@pccTo,
@pbccTo,
@pemail,
@pSubject,
@pProcessType,
@pLocation,
@pDuration
END
GO
IF OBJECT_ID(N'KAAS_CreateTenantUser',N'P')IS NOT NULL
DROP PROCEDURE KAAS_CreateTenantUser
GO
CREATE PROCEDURE
[dbo].[KAAS_CreateTenantUser]
(@Handler VARCHAR(10),
@Team VARCHAR(10),
@Name VARCHAR(40),
@Type VARCHAR(1),
@Email VARCHAR(100),
@RateV VARCHAR(17))
AS
/**********************************************************************************
*
* [dbo].[ky_NETSPCreateUser]
* Fast "Create User" Procedure
* 2014-11-17 PINO Don't create Nominal in SAM4
* 2015-02-24 PINO Error in quotes for Nominal code. TEAMCODE must not be set,
* allowing column default to set it to 'N'
* 2017-10-20 JOHN Added the fees nominal code to the new fee earner (if applicable) - KEYD-4852
* 2020-08-04 John KEYD-6687 - Fixed the rate not being saved properly
* 2020-10-22 John Ginnane KEYD-6912 - Populate [dbo].[HandlerNames] with new value
* 2021-03-12 John Ginnane 11585 - Truncating description to 30 characters to fit Nominal.DESC
* 2021-04-01 John Ginnane 11585 - Making sure name is truncated to 30 characters to Handlers.NAME
* 2021-05-20 Sadiq Copied from ky_NETSPCreateUser for 12048 ticket
* 2021-05-20 Sadiq Insert Only if HandlerName Table is present .
**********************************************************************************/
BEGIN
DECLARE @FECode VARCHAR(10)
DECLARE @NominalCode VARCHAR(10)
DECLARE @ISSAM4 BIT
DECLARE @Rate DECIMAL(13, 2)
SELECT @ISSAM4 = [dbo].[ISSAM4](),
@NominalCode = ''
/*
@Type = 0 Fee Earner
1 Handler
2 Support Staff
*/
IF (ISNUMERIC(@RateV) = 1)
BEGIN
SET @Rate = CONVERT(decimal(13, 2), @RateV)
END
ELSE
BEGIN
SET @Rate = 0
END
SET @Rate = ISNULL(@Rate, 0)
IF NOT EXISTS
(SELECT *
FROM [dbo].[Handlers] HAN
WHERE HAN.[CODE] = @Handler)
BEGIN
IF (@Type <> 'S')
BEGIN
SET @FECode = RTRIM(ISNULL(@Handler, ''))
DECLARE @COMMAND VARCHAR(MAX)
IF @ISSAM4 = 0
BEGIN
SELECT @NominalCode = CONVERT(VARCHAR(10), 'FEES-' + REPLACE(@FECode, '''', ''''''))
SET @COMMAND = '
INSERT
INTO [dbo].[Nominal]
([CODE],
[DESC],
[TYPE],
[PB],
[CURRENCY],
[SEQ],
[CLIENTAC],
[CHEQUEPRINTER],
[DEPOSITYN],
[SORTCODE],
[BANK],
[BANKBRANCH],
[ACCOUNTNO],
[ACCOUNTNAME],
[BANKADDRESS],
[BANKPHONE],
[WITHDRAWNAMES],
[CHEQUEREQ])
SELECT ''' + ISNULL(@NominalCode, '') + ''' AS [CODE],
LEFT(CASE WHEN RTRIM(ISNULL(NRS.[DESC], '''')) = ''''
THEN RTRIM(ISNULL(''' + Replace(@Name, '''', '''''') + ''', ''''))
WHEN RTRIM(ISNULL(''' + Replace(@Name, '''', '''''') + ''', '''')) = ''''
THEN RTRIM(ISNULL(NRS.[DESC], ''''))
ELSE RTRIM(ISNULL(NRS.[DESC], '''')) + '' - '' + RTRIM(ISNULL(''' + Replace(@Name, '''', '''''') + ''', '''')) END, 30) AS [DESC],
RTRIM(ISNULL(NTY.[NTYCODE], '''')) AS [TYPE],
''P'' AS [PB],
ISNULL(CTR.[BASECURRENCY], '''') AS [CURRENCY],
RTRIM(ISNULL(NRS.[CODE], '''')) AS [SEQ],
'''' AS [CLIENTAC],
'''' AS [CHEQUEPRINTER],
'''' AS [DEPOSITYN],
'''' AS [SORTCODE],
'''' AS [BANK],
'''' AS [BANKBRANCH],
'''' AS [ACCOUNTNO],
'''' AS [ACCOUNTNAME],
'''' AS [BANKADDRESS],
'''' AS [BANKPHONE],
'''' AS [WITHDRAWNAMES],
'''' AS [CHEQUEREQ]
FROM [dbo].[NominalTypes] NTY
INNER JOIN [dbo].[NominalReportSeq] NRS
ON NRS.[CODE] = ''AA01''
LEFT OUTER JOIN [dbo].[Nominal] NOM
ON NOM.[CODE] = ''FEES - '' + ''' + Replace(@FeCode, '''', '''''') + '''
OUTER APPLY (SELECT TOP 1 [BASECURRENCY] FROM [dbo].[CONTROL]) CTR
WHERE NTY.[NTYCODE] = ''INCOME''
AND NOM.[CODE] IS NULL'
EXEC (@COMMAND)
END
SELECT @COMMAND = '
INSERT
INTO [dbo].[FeeEarnerCodes]
([CODE],
[BRANCH],
[NAME],
[NOMINAL],
[RETIRED]' +
CASE WHEN EXISTS (SELECT TOP 1 1
FROM sys.objects [SO]
INNER JOIN sys.[columns] [SC]
ON [SC].[object_id] = [SO].[object_id]
AND [SC].[name] = 'NominalCode'
WHERE [SO].[name] = 'FeeEarnerCodes'
AND [SO].[type] = 'U')
THEN ', [NominalCode]'
ELSE '' END + ')
SELECT ''' + Replace(@FECode, '''', '''''') + ''',
'''',
''' + RTRIM(ISNULL(Replace(@Name, '''', ''''''), '')) + ''',
''' + ISNULL(@NominalCode, '') + ''',
''N''' +
CASE WHEN EXISTS (SELECT TOP 1 1
FROM sys.objects [SO]
INNER JOIN sys.[columns] [SC]
ON [SC].[object_id] = [SO].[object_id]
AND [SC].[name] = 'NominalCode'
WHERE [SO].[name] = 'FeeEarnerCodes'
AND [SO].[type] = 'U')
THEN ', ''' + ISNULL(@NominalCode, '') + ''''
ELSE '' END
SELECT @COMMAND
EXEC (@COMMAND)
END
ELSE
BEGIN
SET @FECode = ''
END
INSERT
INTO [dbo].[Handlers]
([CODE],
[TEAM],
[Dept],
[Type],
[Name],
[Rate],
[RATE1],
[RATE2],
[RATE3],
[RATE4],
[RATE5],
[TEMPCALC],
[LOGON],
[MAILADDRESS],
[TIMECOSTER],
[TEAMLEADER],
[NORECENTMATTERS],
[DEFAULTTASK],
[EXCHANGEALIAS],
[EMAIL],
[RETIRED],
[DELEGATE],
[OutlookView],
[AutoLaunchTimer],
[SIGNATURE])
VALUES(@Handler, --[CODE]
@Team, --[TEAM]
'', --[Dept]
@Type, --[Type]
LEFT(@Name, 30),
@Rate,
@Rate,
@Rate,
@Rate,
@Rate,
@Rate,
0,
@Handler,
@FECode,
'N',
'',
30,
'',
@Email,
@Email,
'N',
'',
'Y',
'N',
'')
IF EXISTS(SELECT 1 FROM sys.Objects WHERE Object_id = OBJECT_ID(N'dbo.[HandlerNames]') AND Type = N'U')
BEGIN
INSERT INTO [dbo].[HandlerNames] (
[Code],
[Name])
SELECT @Handler,
LEFT(ISNULL(@Name, ''), 30)
END
END
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_CRLoadDropdownList'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_CRLoadDropdownList]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_CRLoadDropdownList]
-- Add the parameters for the stored procedure here
(@type AS VARCHAR(50))
AS
/*********************************************************************************************
*
* Stored Procedure Name: [dbo].[load_infiles]
*
* Description: This SP used to Load combo based on the in-file selected WHILE creating parameters
* Author: Magesh Kumar
* Create date: 2014-06-12
* Modification History:
* 2015-04-04 Magesh Changed the UnderstakingStatus keyword to UndertakingStatus
* 2015-06-23 Sridharen KEYD-2332 - Use of LTRIM(RTRIM(
* 2015-07-31 Magesh Added extra condition to show client groups in in-file.
* 2015-10-20 Sridharan IF-183-Undertaking Status Length
* 2015-11-23 Magesh Added team and partner to infile dropdown
* 2015-11-25 Magesh Added Nominal to infile dropdown
* 2015-11-25 Pino Make SAM4 proof
* 2015-12-14 Magesh Added client category type to the infile
* 2016-02-12 Magesh Added Client bank to the infile
* 2016-06-23 Suriya M REP-650-Creditors As At Date Report
* 2016-06-23 Suriya M KEYD-3595-URGENT: Please review a number of recently
* created Stored Procedures and Functions
* 2019-08-15 John Ginnane KEYD-6068 - Added Branches to output
* 2019-12-15 Vinodhkumar.M Modifed-In contacts type Added Address and removed Telephone,
contatc no,FE,client,Client group, tax type,Comb bill on Off
* 2022-12-08 Nithyanandham.M [Branch].[Retired] is null condition has been added.
@type Bank has been included in the if condition .(Account reports has @type value = 'Bank')
*********************************************************************************************/
BEGIN
-- SET NOCOUNT ON added to prevent extra result sets from
-- interfering with SELECT statements.
SET NOCOUNT ON;
IF (@type = 'Contacts')
BEGIN
SELECT
RTRIM(A.[CODE]) AS [Code],
RTRIM(A.[NAME]) AS [Name],
RTRIM(ISNULL(A.[Address],'')) AS [Address],
RTRIM(ISNULL(A.[EMAIL],'')) AS [Email],
RTRIM(ISNULL(A.[OTHERREF],'')) AS [OtherRef],
RTRIM(ISNULL(A.[OPSISREF],'')) AS [OpsisRef]
FROM
[contacts] A
ORDER BY {fn UCASE( A.[CODE])}
END
ELSE IF (@type = 'Handlers')
BEGIN
SELECT
RTRIM(A.[CODE]) AS [Code],
RTRIM(A.[NAME]) AS [Name],
RTRIM(ISNULL(A.[TEAM],'')) AS [Team],
RTRIM(ISNULL(A.[TYPE],'')) AS [Type],
RTRIM(ISNULL(A.[DEPT],'')) AS [Dept],
RTRIM(ISNULL(A.[LOGON],'')) AS [LogOn],
RTRIM(ISNULL(A.[EXCHANGEALIAS],'')) AS [ExchangeAlias]
FROM
dbo.[Handlers] A
WHERE
UPPER(RTRIM(A.[TEAMCODE])) <> 'Y'
ORDER BY {fn UCASE( A.[CODE])}
END
ELSE IF (@type = 'Departments')
BEGIN
SELECT
RTRIM(A.[CODE]) AS [Code],
RTRIM(A.[DESC]) AS [Desc],
RTRIM(A.[RETIRED]) AS [Retired]
FROM
[Departments] A
ORDER BY {fn UCASE( A.CODE)}
END
ELSE IF (@type = 'WorkTypes')
BEGIN
SELECT
RTRIM(A.[CODE]) AS [Code],
RTRIM(ISNULL(A.[DESC],'')) AS [Desc],
RTRIM(ISNULL(A.[RETIRED],'')) AS [Retired]
FROM
dbo.[WorkTypes] A
ORDER BY
{fn UCASE( A.CODE)}
END
ELSE IF (@type = 'Fee Earners')
BEGIN
SELECT
RTRIM(A.[CODE]) AS [Code],
RTRIM(ISNULL(A.[NAME],'')) AS [Name],
RTRIM(ISNULL( A.[RETIRED],'')) AS [Retired]
FROM
[FeeEarnerCodes] A
ORDER BY {fn UCASE( A.CODE)}
END
ELSE IF (@type = 'Action')
BEGIN
SELECT
RTRIM(A.[ACTIONCODE]) AS [ActionCode],
RTRIM(ISNULL(A.[DESC],'')) AS [Desc],
RTRIM(ISNULL(A.[WKTCODE],'')) AS [WorkType],
RTRIM(ISNULL(A.[ACTTYPE],'')) AS [ActionType],
RTRIM(ISNULL(A.[actioncategory],'')) AS [ActionCategory],
RTRIM(ISNULL(A.[STATUS],'')) AS [Status],
RTRIM(ISNULL(A.[MILESTONETYPE],'')) AS [MilestoneType],
RTRIM(ISNULL(B.[WKTYPE],'')) AS [TemplateWorkType],
RTRIM(B.[WKCODE]) AS [TemplateWorkCode],
RTRIM(ISNULL(B.[WKDESC],'')) AS [TemplateWorkDesc],
RTRIM(ISNULL(B.[WKACTION],'')) AS [TemplateWorkAction],
RTRIM(B.[DEPT]) AS [Dept]
FROM
{oj dbo.[TemplateActions] A
LEFT OUTER JOIN dbo.[Templates] B
ON A.[WKTCODE]= B.[WKCODE] }
ORDER BY {fn UCASE( A.[ACTIONCODE])}
END
ELSE IF (@type = 'Task')
BEGIN
SELECT
RTRIM(A.[CODE]) AS [Code],
RTRIM(ISNULL(A.[DESC],'')) AS [Desc],
RTRIM(ISNULL(A.[DEFAULT],'')) AS [Default]
FROM
[TasksCodes] A
WHERE
ISNULL(A.[Retired], 0) <> 1
ORDER BY
{fn UCASE( A.[CODE])}
END
ELSE IF (@type = 'UndertakingStatus')
BEGIN
SELECT
RTRIM(A.[RECORDID]) AS [RecordId],
RTRIM(A.[STATUSDESC]) AS [StatusDesc]
FROM
dbo.[UndertakingStatus] A
WHERE
ISNULL([Retired],'') = 'N'
ORDER BY
{fn UCASE( A.[STATUSDESC])}
END
ELSE IF (@type = 'CaseAssociates')
BEGIN
SELECT
RTRIM(A.[CODE]) AS [Code],
RTRIM(ISNULL(A.[TYPE],'')) AS [Type],
RTRIM(ISNULL(A.[NAME],'')) AS [Name],
RTRIM(ISNULL(A.[COMPANY],'')) AS [Company],
RTRIM(ISNULL(A.[ADDRESS],'')) AS [Address],
RTRIM(ISNULL(A.[SEARCH],'')) AS [Search],
ISNULL(A.[CONTACTNO],0) AS [ContactNo],
RTRIM(B.[CODE]) AS [AssociateTypeCode],
RTRIM(ISNULL(B.[DESCRIPTION],'')) AS [Description]
FROM
{oj dbo.[CaseAssociatesNames] A
LEFT OUTER JOIN dbo.[AssociateTypes] B
ON A.[TYPE]= B.[CODE] }
END
ELSE IF (@type = 'Client Groups')
BEGIN
SELECT
RTRIM([GroupCode]) AS [Code],
RTRIM([GroupName]) AS [Name]
FROM
[ClientGroup]
ORDER BY
[GroupCode]
END
ELSE IF (@type = 'Client Bank' or @type = 'Bank')
BEGIN
IF [dbo].[IsSAM4]() = 0
BEGIN
EXEC ('
SELECT
RTRIM(ISNULL([Code],'''')) AS [Code],
RTRIM(ISNULL([DESC],'''')) AS [Desc]
FROM
[Nominal]
WHERE
[TYPE] = ''BANK''
ORDER BY [CODE]')
END
ELSE
BEGIN
EXEC ('
SELECT
RTRIM(ISNULL([NominalCode],'''')) AS [Code],
RTRIM(ISNULL([AccountName],'''')) AS [Desc]
FROM
[Nominal]
WHERE
[BankAc] = ''B''
ORDER BY [CODE]')
END
END
ELSE IF(@type = 'Item Types')
BEGIN
SELECT
RTRIM(ISNULL([TYPECODE],'')) AS [Code],
RTRIM(ISNULL([TYPEDESCRIPTION],'')) AS [Desc]
FROM
[ItemTypes]
ORDER BY
[TYPECODE]
END
ELSE IF(@type = 'Client Category Type')
BEGIN
SELECT
RTRIM([CategoryType]) AS [Code],
RTRIM([Description]) AS [Desc]
FROM
[CategoryType]
END
ELSE IF(@type = 'Team')
BEGIN
SELECT
RTRIM(ISNULL([Code],'')) AS [Code],
RTRIM(ISNULL([NAME],'')) AS [Name]
FROM
Handlers
WHERE
RTRIM(ISNULL(UPPER([TEAMCODE]),'')) = 'Y'
ORDER BY NAME
END
ELSE IF(@type = 'Partner')
BEGIN
SELECT
RTRIM(ISNULL([Code],'')) AS [Code],
RTRIM(ISNULL([NAME],'')) AS [Name]
FROM
[Handlers]
WHERE
RTRIM(ISNULL(UPPER([Type]),''))='P'
AND RTRIM(ISNULL(UPPER([TEAMCODE]),''))<>'Y'
ORDER BY NAME
END
ELSE IF(@type = 'Nominal')
BEGIN
IF [dbo].[IsSAM4]() = 0
BEGIN
EXEC ('
SELECT
RTRIM(ISNULL([Code],'''')) AS [Code],
RTRIM(ISNULL([DESC],'''')) AS [Desc]
FROM
Nominal
ORDER BY
CODE')
END
ELSE
BEGIN
EXEC ('
SELECT
RTRIM(ISNULL([NominalCode],'''')) AS [Code],
RTRIM(ISNULL([AccountName],'''')) AS [Desc]
FROM
[Nominal]
ORDER BY
[CODE]')
END
END
ELSE IF(@type = 'Suppliers')
BEGIN
SELECT
RTRIM(ISNULL([CODE],'')) AS [Code],
RTRIM(ISNULL([NAME],'')) AS [Name]
FROM
[Suppliers]
WHERE
ISNULL([Retired],'N') <> 'Y'
END
ELSE IF(@type = 'Branches')
BEGIN
SELECT ISNULL(RTRIM(LTRIM([BRA].[BRANCHCODE])), '') AS [Code],
ISNULL(RTRIM(LTRIM([BRA].[DESCRIPTION])), '') AS [Desc]
FROM [dbo].[Branch] AS [BRA]
WHERE [BRA].[Retired] = 0 or [BRA].[Retired] Is null;
END
END
GO
IF OBJECT_ID(N'KAAS_CR_AddorUpdateGroup',N'P') IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_CR_AddorUpdateGroup]
GO
CREATE PROCEDURE [dbo].[KAAS_CR_AddorUpdateGroup]
@GroupId INT,
@GroupName VARCHAR(250)
/******************************************************************************************************************
* Used to Add or Update Group details. *
* *
* Stored Procedure Name: [dbo].[KAAS_CR_AddorUpdateGroup] *
* *
* Modification History: *
* 2024-03-18 Nithyanandham M Created *
******************************************************************************************************************/
As
BEGIN
IF(@GroupId>0
AND
(NOT EXISTS(
SELECT GroupName
FROM KaaS_CRGroup
WHERE Groupname = @GroupName)))
BEGIN
UPDATE KaaS_CRGroup
SET Groupname = @GroupName ,
Modified_on = GETUTCDATE()
WHERE GroupId = @GroupId
END
ELSE IF(NOT EXISTS(
SELECT GroupName
FROM KaaS_CRGroup
WHERE Groupname = @GroupName))
BEGIN
INSERT
INTO KaaS_CRGroup
(Groupname,
Created_on,
Modified_on)
Values(
@GroupName,
GETUTCDATE(),
GETUTCDATE())
END
ELSE
BEGIN
SELECT GroupName
FROM KaaS_CRGroup
WHERE Groupname = @GroupName;
END
END
GO
IF OBJECT_ID(N'KAAS_CR_AddOrUpdateUserPermission',N'P') IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_CR_AddOrUpdateUserPermission]
GO
CREATE PROCEDURE [dbo].[KAAS_CR_AddOrUpdateUserPermission]
@ReportId INT,
@HandlerCode VARCHAR(50),
@HasAccess BIT,
@IsAdd BIT
As
/******************************************************************************************************************
* Used to Remove Add Permission for the report. *
* *
* Stored Procedure Name: [dbo].[KAAS_CR_AddOrUpdateUserPermission] *
* *
* Modification History: *
* 2024-03-19 Nithyanandham M Created *
******************************************************************************************************************/
BEGIN
IF(@IsAdd=1)
BEGIN
INSERT INTO KAAS_CRReportUserPermission
(ReportId ,
HandlerCode ,
HasAccess)
VALUES
(@ReportId ,
@HandlerCode,
@HasAccess)
END
ELSE
BEGIN
UPDATE KAAS_CRReportUserPermission
SET
HasAccess = @HasAccess
WHERE
HandlerCode = @HandlerCode
AND
ReportId = @ReportId
END
END
GO
IF OBJECT_ID(N'KAAS_CR_AddUpdateUserPermission',N'P') IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_CR_AddUpdateUserPermission]
GO
CREATE PROCEDURE [dbo].[KAAS_CR_AddUpdateUserPermission]
@ReportId INT,
@HandlerCode VARCHAR(50),
@HasAccess BIT,
@IsAdd BIT
/******************************************************************************************************************
* Used to Remove Add Permission for the report. *
* *
* Stored Procedure Name: [dbo].[KAAS_CR_AddUpdateUserPermission] *
* *
* Modification History: *
* 2024-03-19 Nithyanandham M Created *
******************************************************************************************************************/
As
BEGIN
IF(@IsAdd=1)
BEGIN
INSERT
INTO KAAS_CRReportUserPermission
(ReportId,
HandlerCode,
HasAccess)
Values
(@ReportId,
@HandlerCode,
@HasAccess)
END
ELSE
BEGIN
Delete KAAS_CRReportUserPermission
WHERE
HandlerCode = @HandlerCode
AND
ReportId = @ReportId
END
END
GO
IF OBJECT_ID(N'KAAS_CR_CheckReportExist',N'P') IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_CR_CheckReportExist]
GO
CREATE PROCEDURE [dbo].[KAAS_CR_CheckReportExist]
@ReportName VARCHAR(500),
@FileName VARCHAR(500),
@ReportType CHAR(10)
/******************************************************************************************************************
* Used to Insert or update report . *
* *
* Stored Procedure Name: [dbo].[KAAS_CR_CheckReportExist] *
* *
* Modification History: *
* 2024-03-21 Nithyanandham M Created *
******************************************************************************************************************/
As
BEGIN
SELECT ReportId FROM KaaS_CRReport
WHERE
(
[Filename] = @FileName
OR
[Name] = @ReportName
)
AND
Report_Type = @ReportType
END
GO
IF OBJECT_ID(N'KAAS_CR_DeleteGroup',N'P') IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_CR_DeleteGroup]
GO
CREATE PROCEDURE [dbo].[KAAS_CR_DeleteGroup]
@GroupId INT
/******************************************************************************************************************
* Used to Delete Group details. *
* *
* Stored Procedure Name: [dbo].[KAAS_CR_DeleteGroup] *
* *
* Modification History: *
* 2024-03-18 Nithyanandham M Created *
******************************************************************************************************************/
As
BEGIN
IF (NOT EXISTS
(SELECT
Groupid
FROM KaaS_CRReportGroup
WHERE GroupId = @GroupId))
BEGIN
DELETE KaaS_CRGroup
WHERE Groupid = @GroupId
END
ELSE
BEGIN
SELECT Groupid
FROM KaaS_CRReportGroup
WHERE GroupId = @GroupId
END
END
GO
IF OBJECT_ID(N'KAAS_CR_DeleteReport',N'P') IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_CR_DeleteReport]
GO
CREATE PROCEDURE [dbo].[KAAS_CR_DeleteReport]
@ReportId INT
/******************************************************************************************************************
* Used to Delete report . *
* *
* Stored Procedure Name: [dbo].[KAAS_CR_DeleteReport] *
* *
* Modification History: *
* 2024-03-22 Nithyanandham M Created *
******************************************************************************************************************/
As
BEGIN
DELETE FROM KaaS_CRReport
WHERE Reportid = @ReportId
DELETE FROM KaaS_CRReportGroup
WHERE Reportid = @ReportId
DELETE FROM KaaS_CRReportUserPermission
WHERE Reportid = @ReportId
DELETE FROM KaaS_CRParameter
WHERE Reportid = @ReportId
END
GO
IF OBJECT_ID(N'KAAS_CR_FetchReportParameterByReportId',N'P') IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_CR_FetchReportParameterByReportId]
GO
CREATE PROCEDURE [dbo].[KAAS_CR_FetchReportParameterByReportId]
(
@ReportId INT
)
/******************************************************************************************************************
* Used to get report parameter using report id *
* *
* Stored Procedure Name: [dbo].[KAAS_CR_FetchReportParameterByReportId] *
* *
* Modification History: *
* 2024-03-21 Balamurugan.C Created *
******************************************************************************************************************/
AS
BEGIN
SELECT [paramid] AS [ParamId],
[reportid] AS [ReportId],
[userprompt] AS [UserPrompt],
[parametername] AS [ParameterName],
[parametervalue] AS [ParameterValue],
[parameterformat] AS [ParameterFormat],
[parametertype] AS [ParameterType],
[parameterlength] AS [ParameterLength],
[defaultvalue] AS [DefaultValue],
RTRIM([requiredfield]) AS [RequiredField],
RTRIM([userrequest]) AS [UserRequest],
[infile] AS [InFile],
[controltype] AS [ControlType],
[listoption] AS [ListOption],
[Seqno] AS [SeqNo]
FROM [dbo].[KaaS_CRParameter]
WHERE [reportid] = @ReportId
ORDER BY [Seqno] ASC
END
GO
IF OBJECT_ID(N'KAAS_CR_GetReportUserPermission',N'P') IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_CR_GetReportUserPermission]
GO
CREATE PROCEDURE [dbo].[KAAS_CR_GetReportUserPermission]
@ReportId INT
/******************************************************************************************************************
* Used to get Report User Permission Data. *
* *
* Stored Procedure Name: [dbo].[KAAS_CR_GetReportUserPermission] *
* *
* Modification History: *
* 2024-03-19 Nithyanandham M Created *
******************************************************************************************************************/
As
BEGIN
SELECT
[RUP].ReportUserPermissionId,
[RUP].HandlerCode,
[HAN].[Name] AS [Description],
[RUP].ReportId,
[RUP].HasAccess
FROM KAAS_CRReportUserPermission [RUP]
LEFT JOIN
[Handlers] [HAN]
ON
[RUP].HandlerCode = RTRIM([HAN].[Code])
WHERE ReportId = @ReportId
AND
HasAccess = 1
END
GO
IF OBJECT_ID(N'KAAS_CR_Groups',N'P') IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_CR_Groups]
GO
CREATE PROCEDURE [dbo].[KAAS_CR_Groups]
@LoggedInHandler VARCHAR(10) = NULL
/******************************************************************************************************************
* Used to get report group details. *
* *
* Stored Procedure Name: [dbo].[KAAS_CR_Groups] *
* *
* Modification History: *
* 2024-03-18 Nithyanandham M Created *
******************************************************************************************************************/
As
BEGIN
SELECT GroupId ,
GroupName,
[dbo].[KAAS_FNConvertUTCDateToTargetTimeZone](Created_on, @LoggedInHandler) AS CreatedOn
FROM KaaS_CRGroup
WHERE
GroupName != ''
AND
GroupName is Not Null
ORDER BY Modified_on DESC
END
GO
IF OBJECT_ID(N'KAAS_CR_InsertDeleteReportParameter',N'P') IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_CR_InsertDeleteReportParameter]
GO
CREATE PROCEDURE [dbo].[KAAS_CR_InsertDeleteReportParameter]
(
@ReportId INT,
@ParamId INT,
@UserPrompt VARCHAR(100)='',
@ParameterName VARCHAR(100)='',
@ParameterValue VARCHAR(100)='',
@ParameterFormat VARCHAR(50)='',
@ParameterType VARCHAR(50)='',
@ParameterLength INT=0,
@DefaultValue VARCHAR(100)='',
@RequiredField VARCHAR(10)='',
@UserRequest VARCHAR(10)='',
@InFile VARCHAR(50)='',
@ControlType VARCHAR(50)='',
@ListOption VARCHAR(MAX)='',
@Mode VARCHAR(10)
)
/******************************************************************************************************************
* CRUD Opertion for Report Parameters *
* *
* Stored Procedure Name: [dbo].[KAAS_CR_InsertDeleteReportParameter] *
* *
* Modification History: *
* 2024-03-21 Balamurugan.C Created *
******************************************************************************************************************/
AS
BEGIN
IF(@Mode='AddEdit')
DECLARE @SeqNum INT = 0;
----Add and Edit
BEGIN
IF(@ParamId = 0)
-- Create new report parameter
BEGIN
SET @SeqNum = ISNULL((SELECT MAX(Seqno) FROM [dbo].[KaaS_CRParameter] WHERE [ReportId] = @ReportId), 0)
INSERT INTO [dbo].[KaaS_CRParameter]
(
[ReportId],
[UserPrompt],
[ParameterName],
[ParameterValue],
[ParameterFormat],
[ParameterType],
[ParameterLength],
[DefaultValue],
[RequiredField],
[UserRequest],
[InFile],
[ControlType],
[ListOption],
[SeqNo]
)
VALUES
(
@ReportId,
@UserPrompt,
@ParameterName,
@ParameterValue,
@ParameterFormat,
@ParameterType,
@ParameterLength,
@DefaultValue,
@RequiredField,
@UserRequest,
@InFile,
@ControlType,
@ListOption,
@SeqNum + 1
)
END
ELSE
-- Update report parameter if @ParamId contains any value
BEGIN
UPDATE [dbo].[KaaS_CRParameter]
SET [UserPrompt] = @UserPrompt,
[ParameterName] = @ParameterName,
[ParameterValue] = @ParameterValue,
[ParameterFormat] = @ParameterFormat,
[ParameterType] = @ParameterType,
[ParameterLength] = @ParameterLength,
[DefaultValue] = @DefaultValue,
[RequiredField] = @RequiredField,
[UserRequest] = @UserRequest,
[InFile] = @InFile,
[ControlType] = @ControlType,
[ListOption] = @ListOption
WHERE [ParamId] = @ParamId
END
END
----Delete
IF(@Mode='Delete')
BEGIN
DELETE
FROM [dbo].[KaaS_CRParameter]
WHERE [ParamId] = @ParamId
AND [ReportId] = @ReportId
END
END
GO
IF OBJECT_ID(N'KAAS_CR_InsertOrUpdateReport',N'P') IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_CR_InsertOrUpdateReport]
GO
CREATE PROCEDURE [dbo].[KAAS_CR_InsertOrUpdateReport]
@ReportName VARCHAR(500),
@FileName VARCHAR(500),
@ReportType CHAR(10)
/******************************************************************************************************************
* Used to Insert or update report . *
* *
* Stored Procedure Name: [dbo].[KAAS_CR_InsertOrUpdateReport] *
* *
* Modification History: *
* 2024-03-21 Nithyanandham M Created *
******************************************************************************************************************/
As
BEGIN
INSERT INTO KaaS_CRReport
(
[Name],
[FileName],
[Report_Type],
[Created_On],
[Modified_On]
)
Values
(
@ReportName,
@FileName,
@ReportType,
SYSUTCDATETIME(),
SYSUTCDATETIME()
)
SELECT TOP 1 ReportId FROM
KaaS_CRReport ORDER BY ReportId DESC;
END
GO
IF OBJECT_ID(N'KAAS_CR_InsertReportGroup',N'P') IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_CR_InsertReportGroup]
GO
CREATE PROCEDURE [dbo].[KAAS_CR_InsertReportGroup]
@ReportId INT,
@GroupId INT
/******************************************************************************************************************
* Used to Insert report group details. *
* *
* Stored Procedure Name: [dbo].[KAAS_CR_InsertReportGroup] *
* *
* Modification History: *
* 2024-03-18 Nithyanandham M Created *
******************************************************************************************************************/
As
BEGIN
INSERT INTO KaaS_CRReportGroup
(Reportid, Groupid)
Values
(@ReportId,@GroupId)
END
GO
IF OBJECT_ID(N'KAAS_CR_RemoveReportGroup',N'P') IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_CR_RemoveReportGroup]
GO
CREATE PROCEDURE [dbo].[KAAS_CR_RemoveReportGroup]
@ReportId INT
/******************************************************************************************************************
* Used to remove report group details. *
* *
* Stored Procedure Name: [dbo].[KAAS_CR_RemoveReportGroup] *
* *
* Modification History: *
* 2024-03-18 Nithyanandham M Created *
******************************************************************************************************************/
As
BEGIN
DELETE FROM
KaaS_CRReportGroup
Where Reportid = @ReportId
END
GO
IF OBJECT_ID(N'KAAS_CR_RemoveUserPermission',N'P') IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_CR_RemoveUserPermission]
GO
CREATE PROCEDURE [dbo].[KAAS_CR_RemoveUserPermission]
@ReportId INT
/******************************************************************************************************************
* Used to Remove User Permission for the report. *
* *
* Stored Procedure Name: [dbo].[KAAS_CR_RemoveUserPermission] *
* *
* Modification History: *
* 2024-03-19 Nithyanandham M Created *
******************************************************************************************************************/
As
BEGIN
DELETE FROM KAAS_CRReportUserPermission
WHERE ReportId = @ReportId
END
GO
IF OBJECT_ID(N'KAAS_CR_ReportByGroupId',N'P') IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_CR_ReportByGroupId]
GO
CREATE PROCEDURE [dbo].[KAAS_CR_ReportByGroupId]
@GroupId INT,
@ReportType CHAR(10)
/******************************************************************************************************************
* Used to get report list by GroupID. *
* *
* Stored Procedure Name: [dbo].[KAAS_CR_ReportByGroupId] *
* *
* Modification History: *
* 2024-03-18 Nithyanandham M Created *
******************************************************************************************************************/
As
BEGIN
SELECT DISTINCT
CR.Name
FROM KaaS_CRReport CR
INNER JOIN
KaaS_CRReportGroup CRG
ON
CR.Reportid =CRG.Reportid
WHERE
CRG.Groupid = @GroupId
AND
CR.Report_type = @ReportType
GROUP BY CR.Name
END
GO
IF OBJECT_ID(N'KAAS_CR_ReportParameterSortOrder',N'P') IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_CR_ReportParameterSortOrder]
GO
CREATE PROCEDURE
[dbo].[KAAS_CR_ReportParameterSortOrder]
(
@ReportId INT,
@Change SMALLINT,
@ParamsId INT
)
AS
/*
*/
/*******************************************************************************************************
* This procedure is used to Change Report Parameter Order. *
* *
* Stored Procedure Name : [dbo].[KAAS_CR_ReportParameterSortOrder] *
* Modification History : *
* 2024-03-22 Balamurugan.C Created *
*******************************************************************************************************/
BEGIN
--> -ve== -1
--> 0==Min
--> +ve== +1
--> 9999==Max
DECLARE @Order SMALLINT
SELECT @Order = [Seqno] FROM [dbo].[KaaS_CRParameter] WHERE [ReportId]=@ReportId AND [ParamId] = @ParamsId
IF(@Change<0 ) ---1
BEGIN
DECLARE @PreviousValue SMALLINT;
BEGIN
SELECT Top 1 @PreviousValue = [Seqno]
FROM [dbo].[KaaS_CRParameter]
WHERE [Seqno] < @Order
AND [ReportId] = @ReportId
ORDER BY [Seqno] DESC
END
Set @PreviousValue = CASE WHEN @PreviousValue is Not Null THEN @PreviousValue
ELSE @Order END
UPDATE [dbo].[KaaS_CRParameter]
SET [Seqno] = @Order
WHERE [ReportId] = @ReportId
AND [Seqno] = @PreviousValue
UPDATE [dbo].[KaaS_CRParameter]
SET [Seqno] = @PreviousValue
WHERE [ReportId] = @ReportId
AND [Seqno] = @Order
AND [ParamId] = @ParamsId
END
IF(@Change=0 AND @Order<>1) --Top
BEGIN
UPDATE [dbo].[KaaS_CRParameter]
SET [Seqno] =[Seqno]+1
WHERE [ReportId] = @ReportId
AND [ParamId] <> @ParamsId
AND [Seqno] < @Order
UPDATE [dbo].[KaaS_CRParameter]
SET [Seqno] =1
WHERE [ReportId] = @ReportId
AND [ParamId] = @ParamsId
END
IF(@Change BETWEEN 1 AND 9998 ) --+1
BEGIN
DECLARE @NextValue SMALLINT;
BEGIN
SELECT Top 1 @NextValue = [Seqno]
FROM [dbo].[KaaS_CRParameter]
WHERE [Seqno] > @Order
AND [ReportId] = @ReportId
ORDER BY [Seqno] asc
END
Set @NextValue = CASE WHEN @NextValue is Not Null THEN @NextValue
ELSE @Order END
UPDATE [dbo].[KaaS_CRParameter]
SET [Seqno] = @Order
WHERE [ReportId] = @ReportId
AND [Seqno]= @NextValue
UPDATE [dbo].[KaaS_CRParameter]
SET [Seqno] = @NextValue
WHERE [ReportId] = @ReportId
AND [ParamId] = @ParamsId
END
IF(@Change=9999) --Bottom
BEGIN
DECLARE @OldMaxOrderId INT = 0;
SET @OldMaxOrderId= (SELECT ISNULL(MAX([Seqno]),0) FROM [dbo].[KaaS_CRParameter] WHERE [ReportId] = @ReportId)
UPDATE [dbo].[KaaS_CRParameter]
SET [Seqno] =(SELECT ISNULL(MAX([Seqno]),0) FROM [dbo].[KaaS_CRParameter] WHERE [ReportId] = @ReportId)
WHERE [ReportId] = @ReportId
AND [ParamId] = @ParamsId
UPDATE [dbo].[KaaS_CRParameter]
SET [Seqno] = CASE
WHEN [Seqno] - 1 <= 0
THEN 1
ELSE
[Seqno] - 1
END
WHERE [ReportId] = @ReportId
AND [ParamId] <> @ParamsId
AND [Seqno] <= @OldMaxOrderId
END
END
GO
IF OBJECT_ID(N'KAAS_CR_ReportsByReportType',N'P') IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_CR_ReportsByReportType]
GO
CREATE PROCEDURE [dbo].[KAAS_CR_ReportsByReportType]
@ReportType CHAR(10),
@LoggedInHandler VARCHAR(10) = NULL
/******************************************************************************************************************
* Used to get reportlist by report type with group name like comma separated values. *
* *
* Stored Procedure Name: [dbo].[KAAS_CR_ReportsByReportType] *
* *
* Modification History: *
* 2024-03-18 Nithyanandham M Created *
******************************************************************************************************************/
As
BEGIN
SELECT DISTINCT
CR.ReportId,
CR.Name,
CR.FileName,
[dbo].[KAAS_FNConvertUTCDateToTargetTimeZone](CR.Created_On, @LoggedInHandler) AS CreatedOn,
CR.Modified_on AS ModifiedOn,
CR.Report_type,
REPLACE
(STUFF
((SELECT
DISTINCT ',' +
CAST(GRP.groupname AS VARCHAR)
FROM KaaS_CRGroup GRP
INNER JOIN
KaaS_CRReportGroup CRG
ON
CR.Reportid =CRG.Reportid
WHERE GRP.groupid = CRG.groupid
FOR XML PATH('')), 1 ,1, ''), '&', '&') AS GroupName
FROM KaaS_CRReport CR
WHERE Report_Type = @ReportType
ORDER BY CR.Modified_on DESC
END
GO
IF OBJECT_ID(N'KAAS_CR_UpdateReport',N'P') IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_CR_UpdateReport]
GO
CREATE PROCEDURE [dbo].[KAAS_CR_UpdateReport]
@ReportId INT,
@Name VARCHAR(250)
/******************************************************************************************************************
* Used to Update report details. *
* *
* Stored Procedure Name: [dbo].[KAAS_CR_UpdateReport] *
* *
* Modification History: *
* 2024-03-18 Nithyanandham M Created *
******************************************************************************************************************/
As
BEGIN
Update KaaS_CRReport
SET
[Name] = @Name
WHERE ReportId = @ReportId
END
GO
IF OBJECT_ID(N'KAAS_Dashboard',N'P')IS NOT NULL
DROP PROCEDURE [KAAS_Dashboard]
GO
CREATE PROCEDURE [dbo].[KAAS_Dashboard] (
@Handler VARCHAR(10),
@Fromdate DATETIME,
@todate DATETIME)
AS
/*******************************************************************************************************
* Populates the My Overview page *
* *
* Stored Procedure Name : [dbo].[KAAS_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].[KAAS_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].[KAAS_NetWorkingDays](@STARTOFMONTH, @MONTHTODATE), 0) = 0
THEN 1
ELSE [dbo].[KAAS_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].[KAAS_NetWorkingDays](@STARTOFYEAR, @MONTHTODATE), 0) = 0
THEN 1
ELSE [dbo].[KAAS_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].[KAAS_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 EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_DashboardAddWidgetsChildPanels'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_DashboardAddWidgetsChildPanels]
END
GO
CREATE PROCEDURE KAAS_DashboardAddWidgetsChildPanels (
@userPanelId int,
@handlerCode varchar(10),
@widgetIds varchar(100)=NULL,
@panelIds varchar(100)=NULL
)
AS
/*******************************************************************************************************
* Adds Widgets and Child Panels into a Panel. *
* *
* Stored Procedure Name : [dbo].[KAAS_DashboardAddWidgetsChildPanels] *
* *
* Modification History : *
* 2019-05-16 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
--Insert values in UserPanel
INSERT INTO [UserPanels] (handlercode, panelid, panelname, parentpanel)
SELECT @handlercode,
panelid,
panelname,
@userpanelid
FROM [Panels]
WHERE panelid
IN (SELECT * FROM [dbo].[KAAS_FN_CSVToTable](@panelIds))
AND
@panelIds IS NOT NULL;
--Insert values in UserWidgets
INSERT INTO [UserWidgets] (userpanelid,widgetid,widgetdata)
SELECT @userpanelid,
widgetid,
(N'Widgetdata')
FROM [Widgets]
WHERE Widgetid
IN (SELECT * FROM [dbo].[KAAS_FN_CSVToTable](@widgetIds))
AND
@widgetIds IS NOT NULL;
;WITH FirstLevel AS
(
SELECT UP.UserPanelId,
UP.PanelId,
UP.PanelName,
UP.ParentPanel ,
P.Width
FROM [UserPanels] UP
LEFT JOIN
[Panels] P ON UP.PanelId=P.PanelId
WHERE UserPanelId=@userPanelId
OR
ParentPanel = @userpanelId
)SELECT * FROM FirstLevel
;WITH FirstLevel AS
(
SELECT UP.UserPanelId,
UP.PanelId,
UP.PanelName,
UP.ParentPanel,
P.Width
FROM [UserPanels] UP
LEFT JOIN
[Panels] P ON UP.PanelId=P.PanelId
WHERE UserPanelId=@userPanelId
OR
ParentPanel = @userpanelId
)SELECT UW.UserWidgetsId,
UW.UserPanelId,
UW.WidgetId,
UW.WidgetData,
W.WidgetName,
W.TemplateId
FROM [UserWidgets] UW
LEFT JOIN [Widgets] W ON UW.WidgetId = W.WidgetId
WHERE UW.UserPanelId
IN (SELECT UserPanelId FROM FirstLevel)
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_DashboardCaseAlert'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_DashboardCaseAlert]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_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 : KAAS_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
*******************************************************************************************************************************************************/
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].[KAAS_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].[KAAS_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'KAAS_DashboardCreateUserPanel'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_DashboardCreateUserPanel]
END
GO
CREATE PROCEDURE KAAS_DashboardCreateUserPanel (@panelid int , @handlercode varchar(10))
AS
/*******************************************************************************************************
* Create a new user Panel. *
* *
* Stored Procedure Name : [dbo].[KAAS_DashboardCreateUserPanel] *
* *
* Modification History : *
* 2019-05-15 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
INSERT INTO [UserPanels] (handlercode, panelid, panelname, parentpanel)
SELECT @handlercode,
panelid,
panelname,
null
FROM [Panels]
WHERE panelid=@panelid;
SELECT TOP 1 up.userpanelid,
up.panelid,
up.panelname,
up.parentpanel,
p.width
FROM [Panels] p
LEFT JOIN [UserPanels] up
ON p.panelid = up.panelid
WHERE p.panelid=@panelid
ORDER BY up.userpanelid DESC
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_DashboardDeleteUserPanel'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_DashboardDeleteUserPanel]
END
GO
CREATE PROCEDURE KAAS_DashboardDeleteUserPanel (@userPanelId int)
AS
/*******************************************************************************************************
* Delete the selected user Panel. *
* *
* Stored Procedure Name : [dbo].[KAAS_DashboardDeleteUserPanel] *
* *
* Modification History : *
* 2019-05-16 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
DELETE FROM [UserPanels]
WHERE userpanelid = @userPanelId
OR ParentPanel = @userPanelId
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_DashboardDeleteUserWidget'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_DashboardDeleteUserWidget]
END
GO
CREATE PROCEDURE KAAS_DashboardDeleteUserWidget (@userWidgetId int)
AS
/*******************************************************************************************************
* Delete the selected user Widget. *
* *
* Stored Procedure Name : [dbo].[KAAS_DashboardDeleteUserWidget] *
* *
* Modification History : *
* 2019-05-16 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
DELETE FROM [UserWidgets]
WHERE UserWidgetsId = @userWidgetId
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_DashboardGetAllPanels'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_DashboardGetAllPanels]
END
GO
CREATE PROCEDURE KAAS_DashboardGetAllPanels(
@DashboardType varchar(20))
AS
/*******************************************************************************************************
* Fetch all the Panels. *
* *
* Stored Procedure Name : [dbo].[KAAS_DashboardGetAllPanels] *
* *
* Modification History : *
* 2019-05-15 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SELECT [PanelId],
[PanelName],
[Description],
[DashboardType],
[Width]
FROM [Panels]
WHERE DashboardType = @DashboardType
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_DashboardGetAllUserAllowedWidgets'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_DashboardGetAllUserAllowedWidgets]
END
GO
CREATE PROCEDURE KAAS_DashboardGetAllUserAllowedWidgets (@userPanelId int)
AS
/*******************************************************************************************************
* Fetches all the user allowed widgets. *
* *
* Stored Procedure Name : [dbo].[KAAS_DashboardGetAllUserAllowedWidgets] *
* *
* Modification History : *
* 2019-05-16 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SELECT DISTINCT w.widgetId,
w.widgetName,
w.description,
w.templateId
FROM [Widgets] w
LEFT JOIN [PanelWidgetAssociation] pwa ON w.WidgetId = pwa.WidgetId
LEFT JOIN [UserPanels] up ON pwa.PanelId = up.PanelId
WHERE up.userPanelId=@userPanelId
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_DashboardGetAllUserPanelData'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_DashboardGetAllUserPanelData]
END
GO
CREATE PROCEDURE KAAS_DashboardGetAllUserPanelData (
@handlerCode varchar(10),
@DashboardType varchar(20)
)
AS
/*******************************************************************************************************
* Get all User Panel's Widgets and Child Panels. *
* *
* Stored Procedure Name : [dbo].[KAAS_DashboardGetAllUserPanelData] *
* *
* Modification History : *
* 2019-05-20 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
;WITH FirstLevel AS
(
SELECT UP.UserPanelId, UP.HandlerCode, UP.PanelId, UP.PanelName, UP.ParentPanel ,P.Description,P.DashboardType,P.Width
FROM [UserPanels] UP
LEFT JOIN [Panels] P ON UP.PanelId=P.PanelId
WHERE Handlercode = @handlerCode AND ParentPanel IS NULL AND P.DashboardType=@DashboardType
), SecondLevel AS
(
SELECT UP.UserPanelId, UP.HandlerCode,UP.PanelId, UP.PanelName, 0 AS ParentPanel,UP.Description,UP.DashboardType,UP.Width FROM FirstLevel UP
UNION ALL
SELECT u1.UserPanelId, u1.HandlerCode,u1.PanelId, u1.PanelName, sl.UserPanelId ,p1.Description,p1.DashboardType,p1.Width FROM UserPanels u1
INNER JOIN Panels p1 ON u1.PanelId=p1.PanelId
INNER JOIN SecondLevel sl ON u1.ParentPanel = sl.UserPanelId
)SELECT * FROM SecondLevel ORDER BY ParentPanel
;WITH FirstLevel AS
(
SELECT UP.UserPanelId, UP.HandlerCode, UP.PanelId, UP.PanelName, UP.ParentPanel ,P.Description,P.DashboardType,P.Width
FROM [UserPanels] UP
LEFT JOIN [Panels] P ON UP.PanelId=P.PanelId
WHERE Handlercode = @handlerCode AND ParentPanel IS NULL AND P.DashboardType=@DashboardType
), SecondLevel AS
(
SELECT UP.UserPanelId, UP.HandlerCode,UP.PanelId, UP.PanelName, 0 AS ParentPanel,UP.Description,UP.DashboardType,UP.Width FROM FirstLevel UP
UNION ALL
SELECT u1.UserPanelId, u1.HandlerCode,u1.PanelId, u1.PanelName, sl.UserPanelId ,p1.Description,p1.DashboardType,p1.Width FROM UserPanels u1
INNER JOIN Panels p1 ON u1.PanelId=p1.PanelId
INNER JOIN SecondLevel sl ON u1.ParentPanel = sl.UserPanelId
)SELECT UW.UserWidgetsId,
UW.UserPanelId,
UW.WidgetId,
UW.WidgetData,
W.WidgetName,
W.Description AS WidgetDescription,
W.TemplateId
FROM [UserWidgets] UW
LEFT JOIN [Widgets] W
ON UW.WidgetId=W.WidgetId
WHERE UW.UserPanelId IN (SELECT UserPanelId FROM SecondLevel)
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_DashboardGetSingleUserPanelData'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_DashboardGetSingleUserPanelData]
END
GO
CREATE PROCEDURE KAAS_DashboardGetSingleUserPanelData (
@handlerCode varchar(10),
@userPanelId int
)
AS
/*******************************************************************************************************
* Get Single User Panel's Widgets and Child Panels. *
* *
* Stored Procedure Name : [dbo].[KAAS_DashboardGetSingleUserPanelData] *
* *
* Modification History : *
* 2019-05-20 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
;WITH FirstLevel AS
(
SELECT UP.UserPanelId,
UP.HandlerCode,
UP.PanelId,
UP.PanelName,
UP.ParentPanel,
P.Description,
P.DashboardType,
P.Width
FROM [UserPanels] UP
LEFT JOIN
[Panels] P ON UP.PanelId=P.PanelId
WHERE Handlercode = @handlerCode
AND
UserPanelId=@userPanelId
), SecondLevel AS
(
SELECT UP.UserPanelId,
UP.HandlerCode,
UP.PanelId,
UP.PanelName,
0 AS ParentPanel,
UP.Description,
UP.DashboardType,
UP.Width
FROM FirstLevel UP
UNION ALL
SELECT U1.UserPanelId,
U1.HandlerCode,
U1.PanelId,
U1.PanelName,
SL.UserPanelId,
P1.Description,
P1.DashboardType,
P1.Width
FROM UserPanels U1
INNER JOIN
Panels P1 ON U1.PanelId=P1.PanelId
INNER JOIN
SecondLevel SL ON U1.ParentPanel = SL.UserPanelId
WHERE SL.UserPanelId=@userPanelId
)SELECT * FROM SecondLevel ORDER BY ParentPanel
;WITH FirstLevel AS
(
SELECT UP.UserPanelId,
UP.HandlerCode,
UP.PanelId,
UP.PanelName,
UP.ParentPanel,
P.Description,
P.DashboardType,
P.Width
FROM [UserPanels] UP
LEFT JOIN [Panels] P ON UP.PanelId=P.PanelId
WHERE Handlercode = @handlerCode
AND
UserPanelId=@userPanelId
), SecondLevel AS
(
SELECT UP.UserPanelId,
UP.HandlerCode,
UP.PanelId,
UP.PanelName,
0 AS ParentPanel,
UP.Description,
UP.DashboardType,
UP.Width
FROM FirstLevel UP
UNION ALL
SELECT U1.UserPanelId,
U1.HandlerCode,
U1.PanelId,
U1.PanelName,
SL.UserPanelId,
P1.Description,
P1.DashboardType,
P1.Width
FROM UserPanels U1
INNER JOIN Panels P1 ON U1.PanelId=P1.PanelId
INNER JOIN SecondLevel SL ON U1.ParentPanel = SL.UserPanelId
WHERE SL.UserPanelId=@userPanelId
)SELECT UW.UserWidgetsId,
UW.UserPanelId,
UW.WidgetId,
UW.WidgetData,
W.WidgetName,
W.Description AS WidgetDescription,
W.TemplateId
FROM [UserWidgets] UW
LEFT JOIN [Widgets] W
ON UW.WidgetId=W.WidgetId
WHERE UW.UserPanelId IN (SELECT UserPanelId FROM SecondLevel)
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_DashboardGetWidgetData'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_DashboardGetWidgetData]
END
GO
CREATE PROCEDURE [dbo].[KAAS_DashboardGetWidgetData] (
@handlerCode VARCHAR(10),
@fromdate DATETIME=NULL,
@todate DATETIME=NULL,
@userWidgetId INT,
@CaseCode VARCHAR(20)=NULL
)
AS
/*******************************************************************************************************
* Fetches the Widget data. *
* *
* Stored Procedure Name : [dbo].[KAAS_DashboardGetWidgetData] *
* *
* Modification History : *
* 2019-05-16 Vinodhan K Created *
* 2019-06-02 Vinodhan K Added a paramter CaseCode For CaseDiary Dashboard *
* 2019-01-10 Ganapathy T Joined with [AppRedirectionUrls] table *
* *
*******************************************************************************************************/
BEGIN
DECLARE @widgetData VARCHAR(MAX)
SELECT uw.UserWidgetsId,
uw.UserPanelId,
uw.WidgetId,
w.WidgetName,
w.Description AS WidgetDescription,
w.TemplateId,
w.WidgetData,
ui.TemplateName,
A.urlLink AS [RedirectionUrl],
w.RedirectionFilter
FROM [UserWidgets] uw
LEFT JOIN [Widgets] w ON uw.WidgetId = w.WidgetId
LEFT JOIN [UITemplates] ui ON w.TemplateId=ui.TemplateId
LEFT JOIN [AppRedirectionUrls] A ON A.UrlId = w.ReDirectionUrlId
WHERE uw.UserWidgetsId=@userWidgetId;
SET @fromdate=CASE WHEN @fromdate is null
THEN GETUTCDATE()
END
SET @todate=CASE WHEN @todate is null
THEN GETUTCDATE()
END
EXEC [KAAS_TemplateQueryExecutor] @handlerCode,@fromdate,@todate,@userWidgetId,@CaseCode
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_Dashboardmaxlimit'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_Dashboardmaxlimit]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_Dashboardmaxlimit]
(@HANDLER NVARCHAR(10))--@HANDLER MUST be NVARCHAR as it's defined as such in [dbo].[UserSettings]
AS
/*******************************************************************************************************
* *
* *
* Stored Procedure Name : [dbo].[KAAS_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 EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_DashboardUpdatePanelName'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_DashboardUpdatePanelName]
END
GO
CREATE PROCEDURE KAAS_DashboardUpdatePanelName (@userPanelId int , @panelName varchar(50))
AS
/*******************************************************************************************************
* Update the name of the user Panel. *
* *
* Stored Procedure Name : [dbo].[KAAS_DashboardUpdatePanelName] *
* *
* Modification History : *
* 2019-05-16 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
UPDATE [UserPanels]
SET panelname = @panelName
WHERE userpanelid = @userPanelId
END
GO
IF OBJECT_ID(N'KAAS_DeleteAction',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_DeleteAction]
GO
CREATE PROCEDURE [dbo].[KAAS_DeleteAction]
(
@ACTIONID INT,
@HANDLERCODE VARCHAR(10) ,
@IsAddAction BIT,
@IsDraftInvoice BIT = 0
)
/*******************************************************************************************************
* This procedure is used Delete an Action from the Case Diary. *
* *
* Stored Procedure Name : [dbo].[KAAS_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] *
* 2024-05-16 Balamurugan.C Added @IsDraftInvoice parameter to restrict other *
user action delete validation *
*******************************************************************************************************/
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(@IsDraftInvoice = 0)
BEGIN
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
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 OBJECT_ID(N'KAAS_DeleteAllClientChargeOutRates',N'P')IS NOT NULL
DROP PROCEDURE [KAAS_DeleteAllClientChargeOutRates]
GO
CREATE PROCEDURE [dbo].[KAAS_DeleteAllClientChargeOutRates] (
@ClientCode VARCHAR(20),
@Result INT OUTPUT)
AS
/*******************************************************************************************************
* *
* *
* Stored Procedure Name : [dbo].[KAAS_DeleteAllClientChargeOutRates] *
* Copied from : NA *
* *
* Modification History : *
* 2019-04-22 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
DELETE FROM
ClientChargeOutRates
WHERE
CLIENTCODE = @ClientCode
SET @Result = 1
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KAAS_DeleteAllMatterChargeOutRates',N'P')IS NOT NULL
DROP PROCEDURE [KAAS_DeleteAllMatterChargeOutRates]
GO
CREATE PROCEDURE [dbo].[KAAS_DeleteAllMatterChargeOutRates] (
@MatterCode VARCHAR(20),
@Result INT OUTPUT)
AS
/*******************************************************************************************************
* This stored procedure is used to delete all the matter charge out rates. *
* *
* Stored Procedure Name : [dbo].[KAAS_DeleteAllMatterChargeOutRates] *
* Copied from : NA *
* *
* Modification History : *
* 2019-04-22 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
DELETE FROM
MatterChargeOutRates
WHERE
MatterCode = @MatterCode
SET @Result = 1
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'[KAAS_DeleteAssociateContact]',N'P')IS NOT NULL
DROP PROCEDURE [KAAS_DeleteAssociateContact]
GO
CREATE PROCEDURE [KAAS_DeleteAssociateContact]
(
@KeyId VARCHAR(20)
,@Code VARCHAR(20)
,@Result INT OUTPUT
)
AS
/*******************************************************************************************************
* This procedure is used delete Case Associate.CaseAssoicatesContact *
* *
* Stored Procedure Name : [dbo].[KAAS_DeleteAssociateContact] *
* Copied from : [dbo].[ky_NETDeleteAssociateContact] *
* *
* Modification History : *
* 2019-06-03 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
IF(SELECT TOP 1 1 FROM CaseAssociatesContacts WHERE NAMECODE = @Code AND KEYID = @KeyId)IS NOT NULL
BEGIN
DELETE FROM
CaseAssociatesContacts
WHERE
NAMECODE = @Code
AND
KEYID = @KeyId
SET @Result = 1
END
ELSE
BEGIN
SET @Result = 0
END
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_DeleteAssociateDocument'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_DeleteAssociateDocument]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_DeleteAssociateDocument]
(@ActionID VARCHAR(15),
@Document VARCHAR(10))
/************************************************************************************************
* This procedure is used Delete the information for work flow Associate Page *
* *
* Stored Procedure Name : [dbo].[KAAS_DeleteAssociateDocument] *
* Copied from : [dbo].[Ky_NetDeleteAssociateAction] *
* *
* Modification History : *
* 2023-06-26 Nithyanandham M Created *
************************************************************************************************/
AS
BEGIN
SET NOCOUNT ON
DELETE [TAD]
FROM [dbo].[TemplateActionDcouments] [TAD]
WHERE [TAD].[ACTION] = @ActionID
AND [TAD].[DOCUMENT] = @Document
EXEC [dbo].[ky_NETSPReSequenceTADsForAction] @ActionID
SELECT 'True'
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_DeleteAssociateProfessional'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_DeleteAssociateProfessional]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_DeleteAssociateProfessional]
(@Code VARCHAR(6),
@Type VARCHAR(12),
@Result INT OUTPUT)
AS
/*************************************************************************************************************
* *
* [dbo].[ky_NETDeleteProfessional] '904385', 'DEFENDANT' *
* Deletes a Case Associate Type and its associated Case Associate Name if there are no remaining Types *
* *
* Compatibility information - PLEASE update older versions if necessary to ensure the compatible software *
* remains fully functional *
* ***************************************************************************************************** *
* * * *
* * Supersedes: - * *
* * First compatible version: - * *
* * Last compatible software version: - * *
* * Superseded by: - * *
* * * *
* ***************************************************************************************************** *
* *
* Modification History *
* ?????????? ??????????? Created *
* 2015-02-12 Arun V. Change NVARCHAR to VARCHAR *
* 2016-04-04 Arun V. have added Case Assocaite Type to delte particular associative *
* 2017-11-10 Pino Carafa Coding Standards *
* Bug: Was deleting Case Associate Contacts even when still keeping the *
* Case Associate Name *
* 2018-05-17 Pino Carafa KEYD-5253 was NOT deleting Type if ANY CaseContacts existed for ANY type *
* 2019-06-03 Arun V Copied from [dbo].[ky_NETDeleteProfessional] *
*************************************************************************************************************/
BEGIN
SET NOCOUNT ON
IF NOT EXISTS
(SELECT TOP 1 1
FROM [dbo].[CaseContacts] [CC]
WHERE [CC].[NAMECODE] = @Code
AND ( ISNULL(@TYPE, '') = ''
OR [CC].[CONTYPE] = ISNULL(@Type, '')))
BEGIN
IF EXISTS
(SELECT TOP 1 1
FROM [dbo].[CaseAssociatesNames] [CAN]
WHERE [CAN].[CODE] = @Code) -- if this code exists in the Case Associates Names (if)
BEGIN
IF NOT EXISTS
(SELECT TOP 1 1
FROM [dbo].[CaseAssoicatesTypes] [CAT]
WHERE [CAT].[NAMECODE] = @Code
AND [CAT].[TYPECODE] <> @Type) -- can we delete the associated data?
BEGIN
DELETE [CAC]
FROM [dbo].[CaseAssociatesContacts] [CAC]
WHERE [CAC].[NAMECODE] = @Code
DELETE [CAT]
FROM [dbo].[CaseAssoicatesTypes] [CAT]
WHERE [CAT].[NAMECODE] = @Code
AND [CAT].[TYPECODE] = @Type
DELETE [CAN]
FROM [dbo].[CaseAssociatesNames] [CAN]
WHERE [CAN].[CODE] = @Code
END
ELSE -- can we delete the associated data? (else)
BEGIN
DELETE [CAT]
FROM [dbo].[CaseAssoicatesTypes] [CAT]
WHERE [CAT].[NAMECODE] = @Code
AND [CAT].[TYPECODE] = @Type
END
SET @Result = 1
END
ELSE -- if this code exists in the Case Associates Names (else)
BEGIN
SET @Result = 0
END
END
ELSE
BEGIN
SET @Result = 2
END
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KAAS_DeleteAssociateUDFs',N'P') IS NOT NULL
BEGIN
DROP PROCEDURE [dbo].[KAAS_DeleteAssociateUDFs]
END
GO
CREATE PROCEDURE [dbo].[KAAS_DeleteAssociateUDFs] (
@XML NVARCHAR(MAX))
AS
/***************************************************************************************************************
*
* Deletes the UDF from the Associate
*
* Stored procedure name : KAAS_DeleteAssociateUDFs
* Copied from : ky_NETDeleteAssociateOtherDetails
*
*
* 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].[KAAS_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],
dbo.KAAS_FNConvertDateToUTC([Date], @CurFee)
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].[KAAS_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].[KAAS_ReseedActionID]
--EXEC @MaxActionID = [dbo].[KAAS_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
[STATUS]
FROM [dbo].[Diary] DIA
WHERE DIA.[ACTIONID] = @ActionID
SELECT ErrorMsg FROM @ErrorMsgTable
END
ELSE -- ELSE (IF (@Continue = 0))
BEGIN
ROLLBACK
SELECT
[STATUS]
FROM [dbo].[Diary] DIA
WHERE DIA.[ACTIONID] = @ActionID
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 EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_TaskCopyDetails'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_TaskCopyDetails]
END
GO
CREATE PROCEDURE KAAS_TaskCopyDetails
(
@ACTIONID INT,
@CASECODE1 VARCHAR(20),
@FNCODE VARCHAR(10),
@Status VARCHAR(5)
)
/*************************************************************************************************
* Stored Procedure : [KAAS_TaskCopyDetails] *
* Copied From : [ky_NETTaskCopyDetails] *
* *
* This stored procedure is used to Paset the Client Case Action information one to other case. *
* *
* Last Updated: 20JUNE2014 07.10 PM (IST) *
* 2014-08-20 Pino - allow for 20 character Case codes (future change) *
* /* Added a Flag column to insert diary on 16/12/2014 by sridharan */ *
* 2015-09-30 Pino - Use ky_NETGetNextActionID *
* 2019-06-04 Vinodhan - Created KAAS_TaskCopyDetails *
**************************************************************************************************/
AS
BEGIN
SET NOCOUNT ON
DECLARE @ACTIONVALUE INT
-- Pino 2015-09-30 Start
EXEC @ACTIONVALUE = [dbo].[KAAS_GetNextActionID]
--SET @ACTIONVALUE = (SELECT ISNULL(MAX(ACTIONID),0) + 1 FROM DIARY)
-- Pino 2015-09-30 End
DECLARE @TIME VARCHAR(11)
SET @TIME = (SELECT dbo.KAAS_ConvertTimeToClarion(GETDATE()))
DECLARE @ACTIONCODE VARCHAR(20)
SET @ACTIONCODE = (SELECT ACTIONCODE FROM diary WHERE ACTIONID = @ACTIONID)
DECLARE @Flag TINYINT
SET @Flag = (SELECT flag FROM TemplateActions WHERE ACTIONCODE = @ACTIONCODE)
INSERT INTO
DIARY
(
CASECODE
,[DATE]
,[STATUS]
,ACTIONCODE
,ACTIONSTATUS
,ACTIONTYPE
,PROCESSTYPE
,FNCODE
,TEAMCODE
,TEXT1
,TEXT2
,DELEGATEDFNR
,DELEGATEDDATE
,DELEGATEDBACKDATE
,DEFERRED
,DUEDATE
,IMAGENO
,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
)
SELECT
@CASECODE1
,case when @Status = '' then [DATE] ELSE GETDATE() END
,case when @Status = '' then [STATUS] ELSE 0 END
,ACTIONCODE
,ACTIONSTATUS
,ACTIONTYPE
,PROCESSTYPE
,@FNCODE
,TEAMCODE
,TEXT1
,TEXT2
,DELEGATEDFNR
,DELEGATEDDATE
,DELEGATEDBACKDATE
,DEFERRED
,DUEDATE
,IMAGENO
,PUBLISH
,@TIME
,DYENDTIME
,DURATION
,@ACTIONVALUE
,@ACTIONVALUE
,[PRIORITY]
,HIGHLIGHTED
,MILESTEONETYPE
,ATTACHMENTS
,PROCESSSTATUS
,WORKPROCESS
,BILLABLE
,BILLDESCRIPTION
,EMAILADDRESS
,ADDRESSTO
,CCTo
,BCCTo
,EMAIL
,[SUBJECT]
,0.0
,DRAFTBILLNO
,CHEQUEREQNO
,TxmSent
,Location
,HearingType
,ForCopy
,TxmDate
,TxmSeqNo
,DisplayText
,ISNULL(@Flag, 0)
FROM
diary
WHERE
ACTIONID = @ACTIONID
INSERT INTO
diaryDelegations(
ACTIONID,
HANDLER,
TEAM,
[DATE],
[TIME],
DATER,
TIMER,
DUEDATE,
DUETIME,
REVIEW,
[STATUS],
[OWNER],
DELEGATE,
DELEGATESTATUS,
ACTIONTYPE,
FROMHANDLER,
RETURNEDBY,
DELTYPE)
SELECT
@ACTIONVALUE ,
@FNCODE,
TEAMCODE,
case when @Status = '' then [DATE] ELSE GETDATE() END,
@TIME,
NULL,
NULL,
case when @Status = '' then DUEDATE ELSE GETDATE() END,
@TIME,
NULL,
case when @Status = '' then [STATUS] ELSE 0 END,
'Y',
@FNCODE,
0,
ACTIONTYPE,
@FNCODE ,
NULL,
'Created'
FROM
Diary
WHERE
ACTIONID = @ACTIONVALUE
SELECT
@ACTIONVALUE
AS
[ActionId]
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'[KAAS_TaskGetAlarmDetails]',N'P')IS NOT NULL
DROP PROCEDURE [KAAS_TaskGetAlarmDetails]
GO
CREATE procedure [dbo].[KAAS_TaskGetAlarmDetails]
@ActionID INT
AS
/*******************************************************************************************************
* Get Alarm Details for a Diary entry. *
* *
* Stored Procedure Name : [dbo].[KAAS_TaskGetAlarmDetails] *
* Copied from : [dbo].[Ky_NETTaskGetAlarmDetails] *
* *
* Modification History : *
* 2019-04-12 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
DECLARE @Time AS INT
SET @Time= ( SELECT DYSTARTTIME FROM diary WHERE ACTIONID=@ActionID)--( SELECT CONVERT(VARCHAR, DATEADD(ms, 10 * (DYSTARTTIME - 1), CONVERT(VARCHAR, GETDATE(), 112)), 108) FROM diary WHERE ACTIONID=@ActionID)
SET @Time=(@Time+59999)/90000
IF (@Time >=95)
BEGIN
SET @Time= 8639901
END
ELSE
BEGIN
SET @Time=@Time+1
SET @Time=@Time*90000
SET @Time=@Time+1
END
DECLARE @AlarmTime AS DATETIME
SET @AlarmTime=(SELECT
CONVERT(VARCHAR,(SELECT
CASE
WHEN
DATEPART(MINUTE,CONVERT(VARCHAR, DATEADD(ms, 10 * (@Time - 1), CONVERT(VARCHAR, GETDATE(), 112)), 108)) % 15 = 0
THEN
CONVERT(VARCHAR, DATEADD(ms, 10 * (@Time - 1), CONVERT(VARCHAR, GETDATE(), 112)), 108)
WHEN
DATEPART(MINUTE,CONVERT(VARCHAR, DATEADD(ms, 10 * (@Time - 1), CONVERT(VARCHAR, GETDATE(), 112)), 108)) % 15 < 10
THEN
DATEADD(MINUTE, -(DATEPART(MINUTE, CONVERT(VARCHAR, DATEADD(ms, 10 * (@Time - 1),CONVERT(VARCHAR, GETDATE(), 112)), 108)) % 15)
,CONVERT(VARCHAR, DATEADD(ms, 10 * (@Time - 1), CONVERT(VARCHAR, GETDATE(), 112)), 108))
ELSE
DATEADD(MINUTE, 15 - DATEPART(MINUTE, CONVERT(VARCHAR, DATEADD(ms, 10 * (@Time - 1)
,CONVERT(VARCHAR, GETDATE(), 112)), 108)) % 15, CONVERT(VARCHAR, DATEADD(ms, 10 * (@Time - 1),CONVERT(VARCHAR, GETDATE(), 112)), 108)) END
),108)
)
SELECT
CASECODE,ISNULL(TEXT1,'') AS 'TEXT1',
CONVERT(VARCHAR(11),DATE,106) AS [Date],
--STUFF( RIGHT(CONVERT(VARCHAR,@AlarmTime, 109), 15 ), 7, 7, ' ' ) AS [Time]
CONVERT(VARCHAR(5),@AlarmTime,108) AS [Time]
FROM
Diary
WHERE
ACTIONID=@ActionID
SELECT
A.HANDLER,
B.Name,
A.[OWNER]
FROM
DiaryDelegations A
LEFT OUTER JOIN
Handlers B
ON
A.HANDLER= B.CODE
WHERE
A.ACTIONID = @ActionID
ORDER BY
A.OWNER DESC,
A.ACTIONID ASC,
A.HANDLER ASC,
A.ASSIGNNO ASC
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KAAS_TaskGetNextActionCode',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_TaskGetNextActionCode]
GO
CREATE PROCEDURE [dbo].[KAAS_TaskGetNextActionCode]
(
@ActionId AS INT
)
AS
/*******************************************************************************************************
* This procedure is used to get net Action Code based on the given Action ID. *
* *
* Stored Procedure Name : [dbo].[KAAS_TaskGetNextActionCode] *
* Copied from : [dbo].[Ky_NETTaskGetNextActionCode] *
* *
* Modification History: *
* 2019-04-24 Vinodhan K Created
* 2021-10-11 Sadiq Added Conditional info (13000) *
*******************************************************************************************************/
BEGIN
-- SET NOCOUNT ON added to prevent extra result sets from
-- interfering with SELECT statements.
SET NOCOUNT ON;
SELECT RTRIM(ISNULL([DIA].[CASECODE], '')) AS [CaseCode],
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],
CONVERT(VARCHAR, [dbo].[ky_WDGetDate](GETDATE(),TNA.[WHENTYPE],TNA.[WHEN]), 120) AS [On] ,
CASE ISNULL([TNA].[OPTIONAL], 'N')
WHEN 'Y' THEN 'Y'
ELSE 'N' END AS [Conditional],
CASE ISNULL([TNA].[OPTIONAL], 'N')
WHEN 'Y' THEN [TNA].[SUFFilePrefix]
ELSE CONVERT(VARCHAR(5), NULL) END AS [SUFFilePrefix],
CASE ISNULL([TNA].[OPTIONAL], 'N')
WHEN 'Y' THEN [TNA].[SUFFieldName]
ELSE CONVERT(VARCHAR(30), NULL) END AS [SUFFieldName],
CASE ISNULL([TNA].[OPTIONAL], 'N')
WHEN 'Y' THEN [TNA].[SUFComparison]
ELSE CONVERT(VARCHAR(8), NULL) END AS [SUFComparison],
CASE ISNULL([TNA].[OPTIONAL], 'N')
WHEN 'Y' THEN [TNA].[SUFValue]
ELSE CONVERT(VARCHAR(max), NULL) END AS [SUFValue],
ISNULL([SUF].[TYPE], '') AS [SUFType]
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
LEFT OUTER JOIN [dbo].[SystemUserDefinedFields] [SUF]
ON [TNA].[OPTIONAL] = 'Y'
AND [SUF].[FILEPREFIX] = [TNA].[SUFFilePrefix]
AND [SUF].[FIELDNAME] = [TNA].[SUFFieldName]
WHERE [ACTIONID] = @ActionId
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_TaskPushDate'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_TaskPushDate]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_TaskPushDate]
(@days INT,
@date DATETIME,
@AssignNo INT,
@ActionID INT,
@Delegated INT = 0)
AS
/*******************************************************************************************************
* Created to Update Date column in Dairy AND Dairydelegation table *
* (add days to date column 7/14/30 days) *
* *
* Stored Procedure Name : [dbo].[KAAS_TaskPushDate] *
* Copied from : [dbo].[ky_NETTaskPushDate] *
* *
* Modification History : *
* 2019-04-12 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
DECLARE @CONVERTTIME DATETIME
DECLARE @NewDate DATETIME
SELECT @CONVERTTIME = CONVERT(VARCHAR,
DATEADD(ms,
10 * (ISNULL([DIA].[DYSTARTTIME], 0) - 1),
CONVERT(DATETIME,
CONVERT(VARCHAR,
GETDATE(),
112))),
108)
FROM [dbo].[diary] [DIA]
WHERE [DIA].[ACTIONID] = @ActionID
SET @AssignNo = ISNULL(@AssignNo, 0)
--IF @AssignNo = 0
--BEGIN
-- -- KEYD-4242 - find only the FIRST row.
-- -- By ordering the query by [STATUS] we
-- -- will get the first one with [STATUS] 0
-- -- if possible
-- SELECT TOP 1
-- @AssignNo = [DEL].[AssignNo]
-- FROM [dbo].[DiaryDelegations] [DEL]
-- WHERE [DEL].[ACTIONID] = @ActionID
-- AND [DEL].[OWNER] = 'Y'
-- ORDER BY [DEL].[STATUS]
--END
IF @days=0
BEGIN
IF @date < (SELECT TOP 1
[DIA].[DUEDATE]
FROM [dbo].[diary] [DIA]
WHERE [DIA].[ACTIONID] = @ActionID)
BEGIN
UPDATE [DIA]
SET [DIA].[DATE] = @date + @CONVERTTIME
FROM [dbo].[diary] [DIA]
WHERE [DIA].[ACTIONID] = @ActionID
UPDATE [DEL]
SET [DEL].[date] = @date
FROM [dbo].[DiaryDelegations] [DEL]
WHERE [DEL].[ActionID] = @ActionID
AND ( ( @AssignNo = 0
AND [DEL].[Status] = 0)
OR ( @AssignNo <> 0
AND [DEL].[AssignNo] = @AssignNo))
END
ELSE
BEGIN
UPDATE [DIA]
SET [DIA].[DATE] = @date + @CONVERTTIME,
[DIA].[DUEDATE] = @date
FROM [dbo].[diary] [DIA]
WHERE [DIA].[ACTIONID] = @ActionID
UPDATE [DEL]
SET [DEL].[date] = @date,
[DEL].[DUEDATE] = @date
FROM [dbo].[DiaryDelegations] [DEL]
WHERE [DEL].[ActionID] = @ActionID
AND ( ( @AssignNo = 0
AND [DEL].[Status] = 0)
OR ( @AssignNo <> 0
AND [DEL].[AssignNo] = @AssignNo))
END
END
ELSE
BEGIN
SELECT @NewDate = DATEADD(DAY, @days, [DIA].[DATE])
FROM [dbo].[diary] [DIA]
WHERE [DIA].[ACTIONID] = @ActionID
IF @NewDate < = (SELECT TOP 1
[DIA].[DUEDATE]
FROM [dbo].[diary] [DIA]
WHERE [DIA].[ACTIONID] = @ActionID)
BEGIN
UPDATE [DIA]
SET [DIA].[DATE] = @NewDate
FROM [dbo].[diary] [DIA]
WHERE [DIA].[ACTIONID] = @ActionID
UPDATE [DEL]
SET [DEL].[DATE] = @NewDate
FROM [dbo].[DiaryDelegations] [DEL]
WHERE [DEL].[ActionID] = @ActionID
AND ( ( @AssignNo = 0
AND [DEL].[Status] = 0)
OR ( @AssignNo <> 0
AND [DEL].[AssignNo] = @AssignNo))
END
ELSE
BEGIN
UPDATE [DIA]
SET [DIA].[DATE] = @NewDate,
[DIA].[DUEDATE] = @NewDate
FROM [dbo].[diary] [DIA]
WHERE [DIA].[ACTIONID] = @ActionID
UPDATE [DEL]
SET [DEL].[DATE] = @NewDate,
[DEL].[DUEDATE] = @NewDate
FROM [dbo].[DiaryDelegations] [DEL]
WHERE [DEL].[ActionID] = @ActionID
AND ( ( @AssignNo = 0
AND [DEL].[Status] = 0)
OR ( @AssignNo <> 0
AND [DEL].[AssignNo] = @AssignNo))
END
END
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_TaskScalarDelegatedToHandler'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_TaskScalarDelegatedToHandler]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_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].[KAAS_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'KAAS_TemplateLibaryToCreateAction'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_TemplateLibaryToCreateAction]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_TemplateLibaryToCreateAction]
(@DOCUMENTCODE VARCHAR(10),
@CURRENTCASECODE VARCHAR(20),
@CURRENTHANDLER VARCHAR(10),
@CURRENTTEAM VARCHAR(10),
@FILEDESTINATION VARCHAR(1000),
@TRACKREFERENCE INT,
@FILENAME VARCHAR(500),
@FILETYPE VARCHAR(10))
AS
/**************************************************************************************************************
* *
* This procedure is used to insert record in diary, diary delegation and diary attachment tables. *
* *
* Stored Procedure : KAAS_TemplateLibaryToCreateAction *
* Copied From : [dbo].[ky_NETTemplateLibaryToCreateAction] *
* *
* Modification History *
* 2015-05-08 Magesh Added action code as 'TDOC' *
* 2015-09-30 Pino Carafa Use ky_NETGetNextActionID *
* 2016-10-06 Pino Carafa Coding standards *
* 2016-11-17 Pino Carafa Allow for TrackReference = 0 in order to deal with .NET Doc Generator *
* KEYD-4264 *
* 2018-08-08 Pino Carafa KEYD-4990 - Added DueDate to [diary], and [Duedate], [duetime], [time] *
* and [status] to [diarydelegations] *
* 2018-08-08 Pino Carafa Added DisplayText to avoid the Trigger *
* 2020-02-26 Vindohan Created KAAS_TemplateLibaryToCreateAction *
* *
**************************************************************************************************************/
BEGIN
SET NOCOUNT ON
DECLARE @ACTIONDID AS INT
EXEC @ACTIONDID = [dbo].[KAAS_GetNextActionID]
DECLARE @CURRENTDATE AS DATETIME
SET @CURRENTDATE =(SELECT GETDATE())
DECLARE @DocClass NVARCHAR(500)
DECLARE @TIMECONVERT INT
SET @TIMECONVERT = dbo.KAAS_ConvertTimeToClarion(@CURRENTDATE)
INSERT
INTO [dbo].[diary]
([ACTIONID],
[CASECODE],
[ACTIONCODE],
[ACTIONTYPE],
[STATUS],
[FNCODE],
[TEAMCODE],
[PROCESSSTATUS],
[TEXT1],
[DisplayText],
[DATE],
[DUEDATE],
[DYSTARTTIME],
[DYENDTIME])
VALUES(@ACTIONDID,
@CURRENTCASECODE,
'TDOC',
'A',
0,
@CURRENTHANDLER,
@CURRENTTEAM,
0,
@FILENAME,
CONVERT(VARCHAR(200), [dbo].[KAAS_FN_RemoveSpuriousWhitespace](ISNULL(CONVERT(VARCHAR(MAX), @FILENAME), ''), 200)),
@CURRENTDATE,
CONVERT(DATETIME, CONVERT(VARCHAR, @CURRENTDATE, 112)),
@TIMECONVERT,
@TIMECONVERT)
INSERT
INTO [dbo].[DiaryDelegations]
([ACTIONID],
[HANDLER],
[TEAM],
[DATE],
[TIME],
[DUEDATE],
[DUETIME],
[STATUS],
[DelType],
[OWNER])
VALUES(@ACTIONDID,
@CURRENTHANDLER,
@CURRENTTEAM,
@CURRENTDATE,
@TIMECONVERT,
@CURRENTDATE,
@TIMECONVERT,
0,
'Created',
'Y')
IF ISNULL(@TRACKREFERENCE, 0) <> 0
BEGIN
SELECT @DocClass = ISNULL(RTRIM([TDC].[DOCCLASS]), '')
FROM [dbo].[TemplateDocuments] [TDC]
WHERE [TDC].[CODE] = @DOCUMENTCODE
INSERT
INTO [dbo].[DiaryAttachments]
([DiaryID],
[TrackReference],
[CASECODE],
[NAME],
[DOCUMENT],
[FILEPATH],
[TYPE],
[DOCCLASS],
[DATEENTERED],
[ENTEREDBY],
[LASTACCESSBY],
[LASTACCESSDATE],
[SYSTEM],
[SOURCE],
[Fees],
[Outlay])
VALUES(@ACTIONDID,
@TRACKREFERENCE,
@CURRENTCASECODE,
'',
@FILENAME,
@FILEDESTINATION,
@FILETYPE,
@DocClass,
@CURRENTDATE,
@CURRENTHANDLER,
@CURRENTHANDLER,
@CURRENTDATE,
'Y',
'Capture',
0,
0)
END
SELECT @ACTIONDID AS [ActionId]
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_TemplateQueryExecutor'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_TemplateQueryExecutor]
END
GO
CREATE PROCEDURE [dbo].[KAAS_TemplateQueryExecutor] (
@Handler VARCHAR(10),
@fromdate DATETIME=null,
@todate DATETIME=null,
@userWidgetId INT,
@CaseCode VARCHAR(20))
AS
/*******************************************************************************************************
* It executes the Query templates and returns the data. *
* *
* Stored Procedure Name : [dbo].[KAAS_TemplateQueryExecutor] *
* *
* Modification History : *
* 2019-06-05 Vinodhan K Created *
* 2019-07-02 Vinodhan K Added a paramter CaseCode For CaseDiary Dashboard *
* 2020-01-08 Ganapathy T Changed templateid into widgetid as template used for different widget *
* *
*******************************************************************************************************/
BEGIN
DECLARE @NCOMMAND NVARCHAR(MAX)
DECLARE @Query VARCHAR(MAX)
DECLARE @widgetId INT
SET @widgetId = (
SELECT
W.WidgetId
FROM
[UserWidgets] UW
LEFT JOIN [Widgets] W ON UW.WidgetId = W.WidgetId
LEFT JOIN [UITemplates] UT ON W.TemplateId = UT.TemplateId
WHERE
UW.UserWidgetsId = @userWidgetId)
SET @Query = (
SELECT
WidgetQuery
FROM
[Widgets]
WHERE
WidgetId = @widgetId)
SET @NCOMMAND= (@Query)
EXECUTE sp_executesql @NCOMMAND, N'@handler VARCHAR(10), @fromdate DateTime , @todate DateTime ,@CaseCode VARCHAR(20) ', @handler = @Handler, @fromdate = @fromdate, @todate=@todate, @CaseCode=@CaseCode
END
GO
IF OBJECT_ID(N'KAAS_TenantSettings',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_TenantSettings]
GO
CREATE PROCEDURE [dbo].[KAAS_TenantSettings]
AS
/*******************************************************************************************************
* *
* Stored Procedure Name : [dbo].[KAAS_TenantSettings] *
* Copied From : [dbo].[KAAS_CP_GetSettings] *
* Description: To use detail request file email Template *
* *
* Modification History: *
* 2021-05-27 Aakif Created *
* 2021-05-31 Aakif Included column for two factor authentication *
* 2022-03-07 Vinodhkumar.M Created *
*******************************************************************************************************/
BEGIN
SELECT
[TenantLogo] AS [TenantLogo],
[TenantLogoType] AS [TenantLogoType],
[UPEKey] AS [UPEKey],
ISNULL([IsTwoFactorEnabled], 0) AS [IsTwoFactorEnabled],
ISNULL([IsLockOut_Attempt], 0) AS [IsLockOutAttempt],
ISNULL([LockoutDurationInMins], 10) AS [LockoutLimitInMin],
ISNULL([PasswordResetNotification], 0) AS [PasswordResetNotification]
FROM
[dbo].[ClientPortalSetting]
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_TimeChargeBalances'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_TimeChargeBalances]
END
GO
create PROCEDURE
[dbo].[KAAS_TimeChargeBalances]
(@matter VARCHAR(20))
AS
/*******************************************************************
*
* ky_NETTimeChargeBalances
* gets the time/charge balances FROM the Time Ledger
* Modifications: 2015-02-12 Pino - SAM4 functionality
*2019-11-11 Rajesh Copied from [dbo].[ky_NETTimeChargeBalances]
*******************************************************************/
BEGIN
DECLARE @IsSAM4 bit
SET @IsSAM4 = [dbo].[ISSAM4]()
SELECT TTL.[TOTALTIME] As [TotalMinutes],
CONVERT(VARCHAR(10), FLOOR(TTL.[TOTALTIME] / 60)) + ':' + SUBSTRING(CONVERT(VARCHAR(3), 100 + TTL.[TOTALTIME] - (FLOOR(TTL.[TOTALTIME] / 60) * 60)), 2, 2) AS [TotalTime],
TTL.[TotalCharged]
FROM [dbo].[matters] MAT
cross apply (SELECT ISNULL(SUM(CASE WHEN @IsSAM4 = 1 AND ISNULL(TIE.[InvoiceNo], 0) <> 0
THEN 0
WHEN @IsSAM4 = 1
THEN ISNULL(TIE.[Time], 0)
WHEN ISNULL(TIE.[Charge], 0) - ISNULL(TIE.[BilledAmount], 0) <> 0
THEN ISNULL(TIE.[Time], 0)
ELSE 0 END), 0) AS [TOTALTIME],
ISNULL(SUM(CASE 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) AS [TotalCharged]
FROM [dbo].[TimeEntry] TIE
WHERE TIE.[MATTER] = MAT.[Code]
AND RTRIM(ISNULL(TIE.[REC_IRR], '')) <> 'N'
AND RTRIM(ISNULL(TIE.[TimeorCharge], '')) IN ('T', 'C')) TTL
WHERE MAT.[Code] = @MATTER
END
GO
IF OBJECT_ID(N'KAAS_TimerGetNarratives',N'P')IS NOT NULL
DROP PROCEDURE KAAS_TimerGetNarratives
GO
CREATE PROCEDURE KAAS_TimerGetNarratives
(
@CASECODE AS VARCHAR(20),
@Date AS DATETIME
)
AS
/*******************************************************************************************************
* This procedure is used to get action descriptions which comes under casecode. *
* *
* Stored Procedure Name : [dbo].[KAAS_TimerGetNarratives] *
* Copied from : [dbo].[KY_NETTimerGetNarratives] *
* *
* Modification History: *
* 2019-07-04 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
IF(@CASECODE = '' OR @CASECODE = '~')
BEGIN
SELECT
CASE WHEN RTRIM(ISNULL([ACTIONTYPE], '')) = 'E'
THEN CASE WHEN ISNULL([PROCESSTYPE], 'O') = 'I'
THEN 'Email From:' + (RTRIM(ISNULL(CAST([EMAILADDRESS] AS VARCHAR(MAX)),''))) + ' - ' + ISNULL(CAST ([Subject] AS VARCHAR(MAX)),'')
ELSE 'Email To:' + RTRIM(CAST(ISNULL([AddressTo],'') AS VARCHAR(MAX))) + ' - ' + ISNULL(CAST ([Subject] AS VARCHAR(MAX)),'') END
ELSE
ISNULL(RTRIM(TEXT1),'')
END AS [DESCRIPTION]
FROM
Diary
WHERE
CONVERT(varchar,[Date],112)=CONVERT(varchar,@Date,112)
END
ELSE
BEGIN
SELECT
CASE WHEN RTRIM(ISNULL([ACTIONTYPE], '')) = 'E'
THEN CASE WHEN ISNULL([PROCESSTYPE], 'O') = 'I'
THEN 'Email From:' + (RTRIM(ISNULL(CAST([EMAILADDRESS] AS VARCHAR(MAX)),''))) + ' - ' + ISNULL(CAST ([Subject] AS VARCHAR(MAX)),'')
ELSE 'Email To:' + RTRIM(CAST(ISNULL([AddressTo],'') AS VARCHAR(MAX))) + ' - ' + ISNULL(CAST ([Subject] AS VARCHAR(MAX)),'') END
ELSE
ISNULL(RTRIM(TEXT1),'')
END AS [DESCRIPTION]
FROM
Diary
WHERE
CASECODE =@CASECODE
AND
CONVERT(varchar,[Date],112)=CONVERT(varchar,@Date,112)
END
SET NOCOUNT OFF
END
GO
IF OBJECT_ID (N'KAAS_TimeWriteoff',N'P') IS NOT NULL
BEGIN
DROP PROCEDURE [dbo].[KAAS_TimeWriteoff]
END
GO
CREATE PROCEDURE [dbo].[KAAS_TimeWriteoff] (
@FUNCTION VARCHAR(MAX),
@TIMSER varchar(max),
@FE varchar(10),
@matter varchar(20),
@woDate varchar(8),
@Rate Decimal(10,2))
AS
/**************************************************************************************************
* KAAS_TimeWriteoff
*
* This procedure is used write off the time entry based on their record ID
*
* 2015-11-11 John Removed the wrapper around @TIMSER as the program handles this
* Also added @FUNCTION parameter which has two values:
* 'WRITEOFF' - Which will write off the entries in @TIMSER
* 'UNBILLED' - Which will mark items in @TIMSER as unbilled
*
* 2015-11-20 John No longer setting InvoiceNo and BilledAmount to 0 when you mark
* an item as unbilled (to cater for partially billed things)
*
* You can now mark write-offs as unbilled and this will mark linked
* items as unbilled and then delete the write off
*
* You can now also write-off partially billed items (remaining
* charge and full time is written off)
* 2015-11-25 John Changed how the write off was calculating the time so it's now
* proportional to the time that's unbilled
* 2015-11-27 John Added ability to write off non-chargeable time. This will create a
* write off which is marked as non-chargeable.
* 2016-05-09 John Fixed marking a single written off item as unbilled removing the
* entire write off. You can now also mark write-offs as unbilled and
* this will remove the write and mark linked items as unbilled.
* 2016-05-17 John Fixed recalculation of write off not taking into account partially
* billed time
* 2016-05-17 John Fixed aggregate select query using wrong alias
* 2016-07-15 Sridharn KEYD-3772: Write Off Time - Editing the write off entry
* resets the rate to €1.00
* 2017-02-15 John KEYD-4443 - Now recalculating matter time balances at the end
* 2018-09-25 John KEYD-5486 - Write-offs now have their WriteOffID set to themselves
* so they're no longer pulled into billing guides
* 2019-04-01 John KEYD-5834 - Updated TOTALCHARGE decimal to allow much larger values
* 2019-10-03 John KEYD-6162 - Fixed write off update setting the value to positive
* when it should be negative
* 2019-11-05 John KEYD-6231 - Fixed NULL being inserted into Charge
* 2019-12-11 Arun V Copied from ky_NETTimeWriteoff
******************************************************************************************************/
BEGIN
SET @FUNCTION = UPPER(@FUNCTION)
DECLARE @idoc int
DECLARE @Continue int
DECLARE @MAXID int
DECLARE @NEWMAXID int
DECLARE @ISSAM4 INT
DECLARE @PERIOD INT
DECLARE @YEAR INT
DECLARE @WOT TABLE
([ID] INT IDENTITY(0, 1),
[HANDLER] VARCHAR(10),
[REC_IRR] VARCHAR(1),
[TOTALCHARGE] DECIMAL(19, 2),
[TOTALTIME] INT)
EXEC sp_xml_preparedocument @idoc OUTPUT, @TIMSER
SET @ISSAM4 = [dbo].[ISSAM4]()
IF @ISSAM4 = 0
BEGIN
SELECT @PERIOD = ISNULL(CON.[CURPER], 0),
@YEAR = ISNULL(CON.[YEAR], 0)
FROM [dbo].[control] AS CON
END
ELSE
BEGIN
SET @PERIOD = (SELECT ISNULL([NumValue], 0) FROM [dbo].[CtrlNum] WHERE [Code] = 'CurPeriod')
SET @YEAR = (SELECT ISNULL([NumValue], 0) FROM [dbo].[CtrlNum] WHERE [Code] = 'CurYear')
END
-- Write off entries
IF @FUNCTION = 'WRITEOFF'
BEGIN
SET @Continue = 0
IF (@Continue = 0)
BEGIN
BEGIN TRY
BEGIN
SELECT @MAXID = IDENT_CURRENT('[dbo].[TimeEntry]')
IF (@@Error <> 0)
SET @Continue = 1
SET @MAXID = @MAXID + 1
END
END TRY
BEGIN CATCH
SET @Continue = 1
END CATCH
END
IF (@Continue = 0)
BEGIN
BEGIN TRY
BEGIN
INSERT
INTO [dbo].[TimeEntryLog]
([TimeId],
[FromMatter],
[ToMatter],
[TrDate],
[TrBy])
SELECT TIE.[RECORDID],
TIE.[MATTER],
TIE.[MATTER],
@woDate,
'w/o'
FROM OPENXML(@idoc, 'ute/r', 2)
WITH(RecordID int '.') UTE
INNER JOIN [dbo].[TimeEntry] TIE
ON TIE.[RECORDID] = UTE.[RecordID]
AND TIE.[TASK] <> 'WRI'
AND IsNull(TIE.[WriteOffID], 0) = 0
END
END TRY
BEGIN CATCH
SET @Continue = 1
END CATCH
END
IF (@Continue = 0)
BEGIN
BEGIN TRY
IF @ISSAM4 = 0
BEGIN
INSERT INTO @WOT (
[HANDLER],
[REC_IRR],
[TOTALCHARGE],
[TOTALTIME])
(SELECT
TIE.[FEEEARN],
ISNULL(TIE.[Rec_Irr], 'C'),
ISNULL(SUM(ISNULL(TIE.[CHARGED], 0)), 0) - ISNULL(SUM(ISNULL(TIE.[BilledAmount], 0)), 0),
ISNULL(SUM(CONVERT(INT, ISNULL(TIE.[Time], 0) - (ISNULL(TIE.[Time], 0) * ISNULL(TIE.[BilledAmount], 0) / ISNULL(TIE.[Charge], 0)))), 0)
FROM OPENXML(@idoc, 'ute/r', 2)
WITH(RecordID int '.') UTE
INNER JOIN [dbo].[TimeEntry] TIE
ON TIE.[RECORDID] = UTE.[RecordID]
AND ISNULL(TIE.[Charge], 0) <> 0
AND ISNULL(TIE.[TASK], '') <> 'WRI'
AND IsNull(TIE.[WriteOffID], 0) = 0
GROUP BY
TIE.[FEEEARN],
ISNULL(TIE.[Rec_Irr], 'C'))
END
ELSE
BEGIN
INSERT INTO @WOT (
[HANDLER],
[REC_IRR],
[TOTALCHARGE],
[TOTALTIME])
(SELECT
TIE.[FEEEARN],
ISNULL(TIE.[Rec_Irr], 'C'),
ISNULL(SUM(ISNULL(TIE.[CHARGED], 0)), 0),
ISNULL(SUM(ISNULL(TIE.[TIME], 0)), 0)
FROM OPENXML(@idoc, 'ute/r', 2)
WITH(RecordID int '.') UTE
INNER JOIN [dbo].[TimeEntry] TIE
ON TIE.[RECORDID] = UTE.[RecordID]
AND ISNULL(TIE.[Charge], 0) <> 0
AND ISNULL(TIE.[TASK], '') <> 'WRI'
AND IsNull(TIE.[WriteOffID], 0) = 0
GROUP BY
TIE.[FEEEARN],
ISNULL(TIE.[Rec_Irr], 'C'))
END
END TRY
BEGIN CATCH
SET @Continue = 1
END CATCH
END
IF (@Continue = 0)
BEGIN
BEGIN TRY
BEGIN
UPDATE TIE
SET
TIE.[WriteOffDT] = @woDate,
TIE.[WriteOffID] = @MAXID + WOT.[ID]
FROM OPENXML(@idoc, 'ute/r', 2)
WITH(RecordID int '.') UTE
INNER JOIN [dbo].[TimeEntry] TIE
ON TIE.[RECORDID] = UTE.[RecordID]
AND TIE.[TASK] <> 'WRI'
AND IsNull(TIE.[WriteOffID], 0) = 0
INNER JOIN @WOT WOT
ON WOT.[HANDLER] = TIE.[FEEEARN]
AND WOT.[REC_IRR] = TIE.[Rec_Irr]
END
END TRY
BEGIN CATCH
SET @Continue = 1
END CATCH
END
IF (@Continue = 0)
BEGIN
BEGIN TRY
BEGIN
INSERT
INTO [dbo].[TimeEntry]
([MATTER],
[FEEEARN],
[DATE],
[TIME],
[CHARGED],
[RATE],
[TASK],
[TIMEORCHARGE],
[COMMENT],
[NCCODE],
[DOCKET],
[TEAM],
[TRACKREF],
[REC_IRR],
[PERIOD],
[YEAR],
[ACTIONID],
[StageCode],
[BILLED],
[INVOICENO],
[BILLINGPERIOD],
[BILLINGYEAR],
[OPENINV],
[WriteOffID],
[WriteOffDT])
SELECT @matter,
HAN.[CODE],
@woDate,
-WOT.[TOTALTIME],
-WOT.[TOTALCHARGE],
@Rate,
'WRI',
'T',
'Write-off',
'',
0,
HAN.[TEAM],
0,
WOT.[REC_IRR],
@PERIOD,
@YEAR,
NULL,
NULL,
0,
0,
0,
0,
'',
WOT.[ID] + @MAXID,
@woDate
FROM @WOT WOT
INNER JOIN [dbo].[Handlers] HAN
ON HAN.[CODE] = WOT.[HANDLER]
WHERE WOT.[TOTALCHARGE] <> 0
OR WOT.[TOTALTIME] <> 0
ORDER BY WOT.[ID]
END
END TRY
BEGIN CATCH
SET @Continue = 1
END CATCH
END
IF (@Continue = 0)
BEGIN
BEGIN TRY
BEGIN
SELECT @NEWMAXID = ISNull(MAX([RECORDID]), 0) FROM [dbo].[TimeEntry]
SELECT @MAXID = ISNULL(MAX(@MAXID + [ID]), 0) FROM @WOT
IF (@@Error <> 0)
SET @Continue = 1
IF (@MAXID <> @NEWMAXID)
SET @Continue = 1
END
END TRY
BEGIN CATCH
SET @Continue = 1
END CATCH
END
END
ELSE IF @FUNCTION = 'UNBILLED'
BEGIN
CREATE TABLE #WRITEOFFS (
[ID] INT IDENTITY(1, 1),
[RECORDID] INT
)
INSERT INTO #WRITEOFFS (
[RECORDID]
)
SELECT DISTINCT CASE WHEN TIE.[Task] = 'WRI'
THEN TIE.[RecordID]
ELSE TIE.[WriteOffID]
END
FROM OPENXML(@idoc, 'ute/r', 2) WITH(RecordID INT '.') UTE
INNER JOIN [dbo].[TimeEntry] TIE
ON TIE.[RECORDID] = UTE.[RecordID]
-- Set the write off ID and date to null on non-write-off items
UPDATE TIE SET
[WriteOffID] = NULL,
[WriteOffDT] = NULL
FROM OPENXML(@idoc, 'ute/r', 2) WITH(RecordID int '.') UTE
INNER JOIN [dbo].[TimeEntry] TIE
ON TIE.[RECORDID] = UTE.[RecordID]
AND TIE.[TASK] <> 'WRI'
-- Set the write off ID and date to null on items written off by write-offs that you want to unbill
UPDATE TIE
SET TIE.[WriteOffDT] = NULL,
TIE.[WriteOffID] = NULL
FROM [dbo].[TimeEntry] AS TIE
INNER JOIN [dbo].[TimeEntry] AS WOT
ON TIE.[WriteOffID] = WOT.[RecordID]
AND WOT.[Task] = 'WRI'
INNER JOIN OPENXML(@idoc, 'ute/r', 2) WITH([RecordID] INT '.') UTE
ON WOT.[RecordID] = UTE.[RecordID]
-- Update the write offs with the new balance
IF [dbo].[ISSAM4]() = 0
BEGIN
UPDATE [WRI]
SET [WRI].[Charge] = -ISNULL([TIE].[Charge], 0),
[WRI].[Time] = -ISNULL([TIE].[Time], 0)
FROM [dbo].[TimeEntry] AS [WRI]
INNER JOIN #WRITEOFFS AS [WOF]
ON [WOF].[RECORDID] = [WRI].[RecordID]
CROSS APPLY (SELECT SUM([TIE2].[Charged] - ISNULL([TIE2].[BilledAmount], 0)) AS [Charge],
SUM(ISNULL([TIE2].[Time], 0) -
CASE WHEN ISNULL([TIE2].[Charge], 0) = 0
THEN 0
ELSE ISNULL([TIE2].[Time], 0) * (ISNULL([TIE2].[BilledAmount], 0) / [TIE2].[Charge]) END) AS [Time]
FROM [dbo].[TimeEntry] AS [TIE2]
WHERE [TIE2].[WriteOffID] = [WRI].[RecordID]
AND [TIE2].[RecordID] <> [WRI].[RecordID]
AND [TIE2].[Task] <> 'WRI') AS [TIE]
END
ELSE
BEGIN
UPDATE [WRI]
SET [WRI].[Charge] = -ISNULL([TIE].[Charge], 0),
[WRI].[Time] = -ISNULL([TIE].[Time], 0)
FROM [dbo].[TimeEntry] AS [WRI]
INNER JOIN #WRITEOFFS AS [WOF]
ON [WOF].[RECORDID] = [WRI].[RecordID]
CROSS APPLY (SELECT SUM(ISNULL([TIE2].[Charged], 0)) AS [Charge],
SUM(ISNULL([TIE2].[Time], 0)) AS [Time]
FROM [dbo].[TimeEntry] AS [TIE2]
WHERE [TIE2].[WriteOffID] = [WRI].[RecordID]
AND [TIE2].[RecordID] <> [WRI].[RecordID]
AND [TIE2].[Task] <> 'WRI') AS [TIE]
END
-- Delete write offs whose charge is 0
DELETE TIE
FROM dbo.TimeEntry TIE
INNER JOIN #WRITEOFFS WOF
ON WOF.RECORDID = TIE.RecordID
WHERE
[Charge] = 0
END
EXEC sp_xml_removedocument @idoc
EXEC [dbo].[ky_WDUpdateMatterTimeBalance] @Matter
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_UDFAnswerInsertorUpdate'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_UDFAnswerInsertorUpdate]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_UDFAnswerInsertorUpdate]
(@CaseCode VARCHAR(200),
@FILEPREFIX VARCHAR(200),
@FIELDNAME VARCHAR(200),
@Text VARCHAR(MAX),
@Number DECIMAL(18,2),
@Date DATETIME)
AS
/*******************************************************************************************************
* This procedure is used To insert data for other case details main grid. *
* *
* Stored Procedure Name : [dbo].[KAAS_UDFAnswerInsertorUpdate] *
* Copied from : [dbo].[ky_NETUDFAnswerInsertorUpdate] *
* *
* Modification History : *
* 2019-07-09 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
IF @Date = CONVERT(DATETIME, '')
BEGIN
SET @Date = NULL
END
ELSE IF YEAR(@Date) < 1901
BEGIN
SET @Date = NULL
END
ELSE
BEGIN
SET @DATE = CONVERT(DATETIME, CONVERT(VARCHAR, @Date, 112))
END
IF RTRIM(ISNULL(@Text, '')) = ''
BEGIN
IF (@Date IS NULL) AND (@Number IS NULL)
BEGIN
SET @Text = ''
END
ELSE IF (@Date IS NULL) AND (@Number = 0) --2018-02-26
BEGIN
SET @Text = CASE (SELECT [SUF].[TYPE]
FROM [dbo].[SystemUserDefinedFields] [SUF]
WHERE [SUF].[FILEPREFIX] = @FILEPREFIX
AND [SUF].[FIELDNAME] = @FIELDNAME)
WHEN 'Date'
THEN ''
WHEN 'Text'
THEN @Text
ELSE CONVERT(VARCHAR(30), @Number) END
END
ELSE IF (@Date IS NULL)
BEGIN
IF (SELECT [SUF].[TYPE]
FROM [dbo].[SystemUserDefinedFields] [SUF]
WHERE [SUF].[FILEPREFIX] = @FILEPREFIX
AND [SUF].[FIELDNAME] = @FIELDNAME) <> 'Text'
BEGIN
SET @Text = CONVERT(VARCHAR(30), @Number)
END
END
ELSE
BEGIN
SET @Number = [dbo].[ky_NETFNConvertDateToClarion](@Date)
SET @Text = CONVERT(VARCHAR(30), @Number)
END
END
IF EXISTS
(SELECT TOP 1 1
FROM [dbo].[CaseUDFAnswers] CUF
WHERE CUF.[CASECODE] = @CaseCode
AND CUF.[UDFFILE] = @FILEPREFIX
AND CUF.[UDFNAME] = @FIELDNAME)
BEGIN
UPDATE CUF
SET CUF.[TEXT1] = @Text,
CUF.[NumberValue] = @Number,
CUF.[DateValue] = @Date
FROM [dbo].[CaseUDFAnswers] CUF
WHERE CUF.[CASECODE] = @CaseCode
AND CUF.[UDFFILE] = @FILEPREFIX
AND CUF.[UDFNAME] = @FIELDNAME
END
ELSE
BEGIN
DECLARE @SequenceNo INT
SET @SequenceNo = (SELECT ISNULL(MAX(CUF.[SEQNO]), 0) + 1
FROM [dbo].[CaseUDFAnswers] CUF
WHERE CUF.[CASECODE] = @CaseCode )
INSERT
INTO [dbo].[CaseUDFAnswers]
([CASECODE],
[UDFNAME],
[UDFFILE],
[DateValue],
[NumberValue],
[TEXT1],
[SEQNO])
VALUES(@CaseCode,
@FIELDNAME,
@FILEPREFIX,
@Date,
@Number,
@Text,
@SequenceNo)
END
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_UndertakingsPageLoad'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_UndertakingsPageLoad]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_UndertakingsPageLoad]
(@CaseCode VARCHAR(20),
@SearchText VARCHAR(4000) = '',
@PageNumber INT = NULL,
@PageSize INT = NULL,
@SortColumn VARCHAR(50) = NULL,
@SortDirection VARCHAR(10) = NULL)
AS
/*******************************************************************************************************
* Page load data for loading the gird based on the selected case code. *
* *
* Stored Procedure Name : [dbo].[KAAS_UndertakingsPageLoad] *
* Copied from : [dbo].[ky_NETUndertakingsPageLoad] *
* *
* Modification History : *
* 2019-06-27 Vinodhan K Created *
* 2019-06-28 Vinodhan K Searching, Paging and Sorting functionality added *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
SET @PageNumber = ISNULL(@PageNumber, 0) - 1; -- 0 BASED INDEX
SET @PageSize = ISNULL(@PageSize, 0) ;
DECLARE @StartRow INT = NULL;
DECLARE @EndRow INT = NULL;
IF(@PageNumber > -1 AND @PageSize > 0)
BEGIN
SET @StartRow = ((@PageNumber) * @PageSize) + 1;
SET @EndRow = (@StartRow + @PageSize) - 1;
END
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
#FoundTable
FROM
( SELECT RTRIM(UND.[MATTER]) AS [MATTER],
UND.[SEQ] AS [SEQ],
CASE WHEN UND.[DATE] = CONVERT(DATETIME, '19000101')
THEN ''
ELSE convert(nvarchar(30), UND.[DATE], 23) END AS [DATE],
CONVERT(NVARCHAR(30),UND.[DISCHARGEDATE],23) AS [DISCHARGEDATE],
CASE RTRIM(ISNULL(UND.[TYPE],''))
WHEN 'D'
THEN 'Documents'
ELSE 'Financial' END AS [TYPE],
RTRIM(UND.[DESCRIPTION]) AS [DESCRIPTION],
RTRIM(ISNULL(UND.[WHO],'')) AS [WHO],
UND.[VALUE] AS [VALUE],
UND.[RECORDID] AS [RECORDID],
ISNULL(UND.[ACTIONID],0) AS [ACTIONID],
RTRIM(ISNULL(UND.[AUTHORISEDBYFE],'')) AS [AUTHORISEDBYFE],
RTRIM(UNS.[StatusDesc]) AS [STATUS],
ISNULL(UND.[IsConditional],0) AS [IsConditional],
(CASE WHEN UND.[IsConditional]= 'True'
THEN UND.[Condition]
ELSE '' END) AS [Condition],
CASE WHEN UND.[NeedsAttention] = 1
THEN 'Yes'
ELSE 'No' END AS [NeedsAttention],
CASE WHEN UND.[NeedsAttention] = 1
THEN 'Visible'
ELSE 'Collapsed' END AS [NeedsAttentionIcon]
FROM [dbo].[Undertakings] UND
LEFT OUTER JOIN [dbo].[UndertakingStatus] UNS
ON UNS.[RecordID] = UND.[STATUS]
WHERE UND.[MATTER] = @CaseCode
AND
([TYPE] LIKE '%' + @SearchText + '%'
OR
[WHO] LIKE '%' + @SearchText + '%'
OR
[DATE] LIKE '%' + @SearchText + '%'
OR
[VALUE] LIKE '%' + @SearchText + '%'
OR
[DESCRIPTION] LIKE '%' + @SearchText + '%'
OR
[DISCHARGEDATE] LIKE '%' + @SearchText + '%')
)AS Conditions
ORDER BY 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 'NeedsAttention' THEN [NeedsAttention]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'NeedsAttention' THEN [NeedsAttention]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Type' THEN [TYPE]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Type' THEN [TYPE]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Who' THEN [WHO]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Who' THEN [WHO]
END
END DESC,
CASE WHEN @SortDirection = 'ASC' THEN
CASE @SortColumn
WHEN 'Value' THEN [VALUE]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'Value' THEN [VALUE]
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 'DischargeDate' THEN [DISCHARGEDATE]
END
END,
CASE WHEN @SortDirection = 'DESC' THEN
CASE @SortColumn
WHEN 'DischargeDate' THEN [DISCHARGEDATE]
END
END DESC
SELECT *
FROM #FoundTable
WHERE (
@StartRow IS NULL
OR
(
[Row_Number] BETWEEN @StartRow AND @EndRow
)
)
SELECT (COUNT([Row_Number]) )
FROM #FoundTable
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_UndoCheckoutTrackReference'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_UndoCheckoutTrackReference]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_UndoCheckoutTrackReference]
(@TrackReference INT,
@Handler VARCHAR(10))
AS
/*************************************************************************************************************
* *
* [dbo].[KAAS_UndoCheckoutTrackReference] *
* *
* Frees a checked out document so it can be checked out again *
* *
* Modification History : *
* 2023-08-09 Nithyanandham M Created *
*************************************************************************************************************/
BEGIN
SET NOCOUNT ON
SET QUOTED_IDENTIFIER ON
DECLARE @OLDNAME VARCHAR(30)
DECLARE @NEWNAME VARCHAR(30)
DECLARE @COMMENT VARCHAR(2000)
IF EXISTS
(SELECT TOP 1 1
FROM [dbo].[DiaryAttachmentCheckouts]
WHERE [TrackReference] = @TrackReference
AND [Handler] <> @Handler)
BEGIN
SELECT @NEWNAME = ISNULL((SELECT [NAME] FROM [dbo].[HandlerNames] WHERE [CODE] = @Handler), 'Handler "' + ISNULL(@Handler, '') + '"')
SELECT TOP 1
@OLDNAME = ISNULL([HN].[NAME], 'Handler "' + ISNULL([DAC].[Handler], '') + '"')
FROM [dbo].[DiaryAttachmentCheckouts] [DAC]
LEFT OUTER JOIN [dbo].[HandlerNames] [HN]
ON [HN].[CODE] = [DAC].[Handler]
WHERE [DAC].[TrackReference] = @TrackReference
SELECT @OLDNAME = ISNULL(@OLDNAME, 'Unknown Handler')
SET @COMMENT = 'CHECKOUT OVERRIDE: ' + @NEWNAME + ' overrode checkout for ' + @OLDNAME
INSERT
INTO [dbo].[DiaryAttachmentAccess]
([TrackReference],
[Handler],
[AccessDate],
[Comment])
VALUES(@TrackReference,
@Handler,
GETDATE(),
@COMMENT)
END
DELETE [dbo].[DiaryAttachmentCheckouts] WHERE [TrackReference] = @TrackReference
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = 'KAAS_UpdateActionAlarm'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_UpdateActionAlarm]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_UpdateActionAlarm]
(@LinkID varchar(50))
AS
/*******************************************************************************************************
* Set Keyhouse Risk Management Matter Alarm. *
* *
* Stored Procedure Name : [dbo].[KAAS_UpdateActionAlarm] *
* Copied from : [dbo].[ky_UpdateActionAlarm] *
* *
* Modification History : *
* 2019-04-22 Vinodhan K 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'KAAS_UpdateApproveMoneyLaundering',N'P')IS NOT NULL
DROP PROCEDURE [KAAS_UpdateApproveMoneyLaundering]
GO
CREATE PROCEDURE [KAAS_UpdateApproveMoneyLaundering]
(
@Code VARCHAR(20),
@IsApproved BIT,
@User VARCHAR(10),
@Date DATETIME
)
/*****************************************************************************
Stored Procedure Name : KAAS_UpdateApproveMoneyLaundering
Copied From : [ky_NETUpdateApproveMoneyLaundering2]
Description: This procedure is used udpate Approve money laundering
Last Updated: 12 FEB 2015 Arun- Change NVARCHAR to VARCHAR
24 MAY 2016 Suriya - KEYD-3459-AML Changes
25 MAY 2016 Suriya - KEYD-3459-AML Changes
20 NOV 2017 Arun - KEYD-4889-Facility to update the AML Date by the user
16 JUL 2019 Vinodhan - Created KAAS_UpdateApproveMoneyLaundering
*****************************************************************************/
AS
BEGIN
SET NOCOUNT ON
UPDATE
Contacts
SET
Approved = (CASE WHEN @IsApproved = 'True' THEN 1 ELSE 0 END),
ApprovedDate = (CASE WHEN @IsApproved = 'True'
THEN
CASE WHEN @Date = '' THEN
GETDATE()
ELSE
@Date
END
ELSE null END),
ApprovedByUSER = (CASE WHEN @IsApproved = 'True' THEN @User ELSE '' END)
WHERE
Code = @Code
SELECT
ISNULL(CON.[Approved], 0) AS [Approved],
CONVERT(VARCHAR(11), CON.[ApprovedDate], 20) AS [ApprovedDate],
ISNULL(H.NAME,'') AS [ApprovedByuser]
FROM Contacts CON LEFT JOIN Handlers H ON H.CODE = CON.ApprovedByUSER WHERE CON.Code = @Code
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KAAS_UpdateCaseInformation',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_UpdateCaseInformation]
GO
CREATE PROCEDURE [dbo].[KAAS_UpdateCaseInformation]
(@ActionId INT,
@Text1 VARCHAR(MAX),
@DATE DATETIME)
AS
/*******************************************************************************************************
* This procedure is used to Update Case Info in [dbo].[Diary]. *
* *
* Stored Procedure Name : [dbo].[KAAS_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'KAAS_UpdateClientChargeOutRates'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_UpdateClientChargeOutRates]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_UpdateClientChargeOutRates]
(@ClientCode VARCHAR(20),
@OldFeeEarnerCode VARCHAR(20),
@OldRate DECIMAL(18,2),
@NewFeeEarnerCode VARCHAR(20),
@NewRate DECIMAL(18,2),
@ModifyBy VARCHAR(20),
@EffectiveDate DATETIME)
AS
/*******************************************************************************************************
* This stored procedure is used to update client charge out rates. *
* *
* Stored Procedure Name : [dbo].[KAAS_UpdateClientChargeOutRates] *
* Copied from : [dbo].[ky_NETCONUpdateClientChargeOutRates] *
* *
* Modification History : *
* 2019-04-13 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
IF NOT EXISTS
(SELECT TOP 1 1
FROM [dbo].[ClientChargeOutRates] [CCOR]
WHERE [CCOR].[ClientCode] = @ClientCode
AND [CCOR].[FeCode] = @OldFeeEarnerCode
AND [CCOR].[Rate] = @NewRate
AND [CCOR].[ModifyBy] = @ModifyBy)
BEGIN
UPDATE [CCOR]
SET [CCOR].[Rate] = @NewRate,
[CCOR].[ModifyDate] = GETDATE(),
[CCOR].[ModifyBy] = @ModifyBy,
[CCOR].[LastRate] = @OldRate,
[CCOR].[EffectiveDate] = @EffectiveDate
FROM [dbo].[ClientChargeOutRates] [CCOR]
WHERE [CCOR].[ClientCode] = @ClientCode
AND [CCOR].[FeCode] = @OldFeeEarnerCode
AND [CCOR].[Rate] = @OldRate
END
ELSE
BEGIN
UPDATE [CCOR]
SET [CCOR].[Rate] = @NewRate,
[CCOR].[ModifyDate] = GETDATE(),
[CCOR].[ModifyBy] = @ModifyBy,
[CCOR].[EffectiveDate] = @EffectiveDate
FROM [dbo].[ClientChargeOutRates] [CCOR]
WHERE [CCOR].[ClientCode] = @ClientCode
AND [CCOR].[FeCode] = @OldFeeEarnerCode
AND [CCOR].[Rate] = @OldRate
END
--UPDATE TIME ENTRY BASED ON UPDATED ENTRY
UPDATE [TIE]
SET [TIE].[RATE] = @NewRate,
[TIE].[CHARGE] = ([TIE].[TIME] / 60.00) * @NewRate
FROM [dbo].[matters] [MAT]
INNER JOIN [dbo].[TimeEntry] [TIE]
INNER JOIN [dbo].[Handlers] [HAN]
ON [HAN].[CODE] = [TIE].[FEEEARN]
AND ( [HAN].[CODE] = @OldFeeEarnerCode
OR [HAN].[ChargeGroup] = @OldFeeEarnerCode)
ON [TIE].[Matter] = [MAT].[Code]
AND ISNULL([TIE].[BILLED], 0) = 0
AND [TIE].[TimeOrCharge] = 'T'
AND [TIE].[Date] >= @EffectiveDate
AND ISNULL([TIE].[InvoiceNo], 0) = 0
WHERE [MAT].[ClientCode] = @ClientCode
AND ISNULL([MAT].[ChargeOutRateInd], 'N') <> 'Y'
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KAAS_UpdateClientContactDetailsForBank',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_UpdateClientContactDetailsForBank]
GO
CREATE PROCEDURE [dbo].[KAAS_UpdateClientContactDetailsForBank]
(@XML NVARCHAR(MAX))
AS
/*******************************************************************************************************
* Inserts/Updates the details for a Client Contact. *
* *
* Stored Procedure Name : [dbo].[KAAS_UpdateClientContactDetailsForBank] *
* Copied from : [dbo].[ky_NETSPUpdateClientContactDetails] *
* *
* Modification History: *
* 2019-04-24 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
--SET @XML = N' -- example
--'
DECLARE @iSL INT
DECLARE @NUMCONTACT INT
BEGIN TRY
EXEC sp_xml_preparedocument @iSL OUTPUT, @XML
END TRY
BEGIN CATCH
EXEC sp_xml_preparedocument @iSL OUTPUT, N''
END CATCH
SELECT @NUMCONTACT = [CLNUMCONTACT]
FROM OPENXML(@iSL, N'ClientContact')
WITH ([CLNUMCONTACT] INT '@contactnumber')
IF (@NUMCONTACT IS NULL)
BEGIN
INSERT
INTO [dbo].[ClientContacts]
([CLCODE],
[CLNUMCONTACT],
[BankName],
[BankAddress],
[BankSortCode],
[BankAccNo],
[IBAN],
[BIC],
[EFTEmailAddress],
[BankType])
SELECT [SRC].[CLCODE],
[MX].[NEWNUM],
CASE WHEN ISNULL([SRC].[HasBankDetails], '0') <> '1'
THEN NULL
ELSE [SRC].[BankName] END,
CASE WHEN ISNULL([SRC].[HasBankDetails], '0') <> '1'
THEN NULL
ELSE [SRC].[BankAddress] END,
CASE WHEN ISNULL([SRC].[HasBankDetails], '0') <> '1'
THEN NULL
ELSE [SRC].[BankSortCode] END,
CASE WHEN ISNULL([SRC].[HasBankDetails], '0') <> '1'
THEN NULL
ELSE [SRC].[BankAccNo] END,
CASE WHEN ISNULL([SRC].[HasBankDetails], '0') <> '1'
THEN NULL
ELSE [SRC].[IBAN] END,
CASE WHEN ISNULL([SRC].[HasBankDetails], '0') <> '1'
THEN NULL
ELSE [SRC].[BIC] END,
CASE WHEN ISNULL([SRC].[HasBankDetails], '0') <> '1'
THEN NULL
ELSE [SRC].[EFTEmailAddress] END,
CASE WHEN ISNULL([SRC].[HasBankDetails], '0') <> '1'
THEN NULL
ELSE [SRC].[BankType] END
FROM OPENXML(@iSL, N'ClientContact')
WITH ([CLCODE] VARCHAR(10) '@clientcode',
[CLNUMCONTACT] INT '@contactnumber',
[HasBankDetails] VARCHAR(1) '@hasbankdetails',
[BankName] VARCHAR(60) '@bankname',
[BankAddress] VARCHAR(120) '@bankaddress',
[BankSortCode] VARCHAR(20) '@banksortcode',
[BankAccNo] VARCHAR(20) '@bankaccno',
[IBAN] VARCHAR(34) '@iban',
[BIC] VARCHAR(20) '@bic',
[EFTEmailAddress] VARCHAR(150) '@eftemailaddress',
[BankType] VARCHAR(1) '@banktype') [SRC]
CROSS APPLY (SELECT ISNULL(MAX([OV].[CLNUMCONTACT]), 0) + 1 AS [NEWNUM]
FROM [dbo].[ClientContacts] [OV]
WHERE [OV].[CLCODE] = [SRC].[CLCODE]) [MX]
WHERE [SRC].[CLNUMCONTACT] IS NULL
SELECT @NUMCONTACT = [CLNUMCONTACT]
FROM [dbo].[ClientContacts] [CC]
WHERE [CC].[id] = SCOPE_IDENTITY()
END
ELSE
BEGIN
-- Please note that [CLSSNUMBER] and [Marketing] appear to be obsolete fields. They are not maintained through the Framework
-- Just in case anybody still uses these for Old data, we won't update these if they weren't passed in.
UPDATE [CC]
SET [CC].[BankName] = CASE WHEN ISNULL([SRC].[HasBankDetails], '0') <> '1'
THEN [CC].[BankName]
ELSE [SRC].[BankName] END,
[CC].[BankAddress] = CASE WHEN ISNULL([SRC].[HasBankDetails], '0') <> '1'
THEN [CC].[BankAddress]
ELSE [SRC].[BankAddress] END,
[CC].[BankSortCode] = CASE WHEN ISNULL([SRC].[HasBankDetails], '0') <> '1'
THEN [CC].[BankSortCode]
ELSE [SRC].[BankSortCode] END,
[CC].[BankAccNo] = CASE WHEN ISNULL([SRC].[HasBankDetails], '0') <> '1'
THEN [CC].[BankAccNo]
ELSE [SRC].[BankAccNo] END,
[CC].[IBAN] = CASE WHEN ISNULL([SRC].[HasBankDetails], '0') <> '1'
THEN [CC].[IBAN]
ELSE [SRC].[IBAN] END,
[CC].[BIC] = CASE WHEN ISNULL([SRC].[HasBankDetails], '0') <> '1'
THEN [CC].[BIC]
ELSE [SRC].[BIC] END,
[CC].[EFTEmailAddress] = CASE WHEN ISNULL([SRC].[HasBankDetails], '0') <> '1'
THEN [CC].[EFTEmailAddress]
ELSE [SRC].[EFTEmailAddress] END,
[CC].[BankType] = CASE WHEN ISNULL([SRC].[HasBankDetails], '0') <> '1'
THEN [CC].[BankType]
ELSE [SRC].[BankType] END
FROM OPENXML(@iSL, N'ClientContact')
WITH ([CLCODE] VARCHAR(10) '@clientcode',
[CLNUMCONTACT] INT '@contactnumber',
[HasBankDetails] VARCHAR(1) '@hasbankdetails',
[BankName] VARCHAR(60) '@bankname',
[BankAddress] VARCHAR(120) '@bankaddress',
[BankSortCode] VARCHAR(20) '@banksortcode',
[BankAccNo] VARCHAR(20) '@bankaccno',
[IBAN] VARCHAR(34) '@iban',
[BIC] VARCHAR(20) '@bic',
[EFTEmailAddress] VARCHAR(150) '@eftemailaddress',
[BankType] VARCHAR(1) '@banktype') [SRC]
INNER JOIN [dbo].[ClientContacts] [CC]
ON [CC].[CLCODE] = [SRC].[CLCODE]
AND [CC].[CLNUMCONTACT] = [SRC].[CLNUMCONTACT]
END
BEGIN TRY
EXEC sp_xml_removedocument @iSL
END TRY
BEGIN CATCH
END CATCH
SELECT @NUMCONTACT AS [CLNUMCONTACT]
END
GO
IF OBJECT_ID(N'KAAS_UpdateClientContactDetailsForGeneral',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_UpdateClientContactDetailsForGeneral]
GO
CREATE PROCEDURE [dbo].[KAAS_UpdateClientContactDetailsForGeneral]
(@XML NVARCHAR(MAX))
AS
/*******************************************************************************************************
* Inserts/Updates the details for a Client Contact. *
* *
* Stored Procedure Name : [dbo].[KAAS_UpdateClientContactDetailsForGeneral] *
* Copied from : [dbo].[ky_NETSPUpdateClientContactDetails] *
* *
* Modification History: *
* 2019-04-24 Vinodhan K Created *
* 2019-08-09 Dheepin Vijith K Modified ''date will save Null in the table in update section. *
* 2021-05-13 Sadiq Modified Added primary Key validation for insertion in client contact
(12184)
*******************************************************************************************************/
BEGIN
--SET @XML = N' -- example
--'
DECLARE @iSL INT
DECLARE @NUMCONTACT INT
DECLARE @CASECODE VARCHAR(8)
DECLARE @MAXCOUNT INT
BEGIN TRY
EXEC sp_xml_preparedocument @iSL OUTPUT, @XML
END TRY
BEGIN CATCH
EXEC sp_xml_preparedocument @iSL OUTPUT, N''
END CATCH
SELECT @NUMCONTACT = [CLNUMCONTACT]
FROM OPENXML(@iSL, N'ClientContact')
WITH ([CLNUMCONTACT] INT '@contactnumber')
SELECT @CASECODE = [CLCODE]
FROM OPENXML(@iSL, N'ClientContact')
WITH ([CLCODE] VARCHAR(10) '@clientcode')
IF (@NUMCONTACT IS NULL)
BEGIN
SELECT @MAXCOUNT= ISNULL(MAX([OV].[CLNUMCONTACT]), 0) + 1
FROM [dbo].[ClientContacts] [OV]
WHERE [OV].[CLCODE] = @CASECODE
IF NOT EXISTS(SELECT CLCODE from [dbo].[ClientContacts] where CLCODE=@CASECODE AND CLNUMCONTACT=@MAXCOUNT)
BEGIN
INSERT
INTO [dbo].[ClientContacts]
([CLCODE],
[CLNUMCONTACT],
[CLINITS],
[CLTITLE],
[CLNAMECON],
[FIRSTNAME],
[SURNAME],
[CLSALUTE],
[Address],
[County],
[PostalCode],
[DXREF],
[MartialStatus],
[PPSNo],
[HomePhone],
[WorkPhone],
[FaxNumber],
[Mobile],
[EmailAddress],
[Dob],
[DateofDeath],
[MarrigeDate],
[Occupation])
SELECT [SRC].[CLCODE],
[MX].[NEWNUM],
[SRC].[CLINITS],
[SRC].[CLTITLE],
[SRC].[CLNAMECON],
[SRC].[FIRSTNAME],
[SRC].[SURNAME],
[SRC].[CLSALUTE],
[SRC].[Address],
[SRC].[County],
[SRC].[PostalCode],
[SRC].[DXREF],
[SRC].[MartialStatus],
[SRC].[PPSNo],
[SRC].[HomePhone],
[SRC].[WorkPhone],
[SRC].[FaxNumber],
[SRC].[Mobile],
[SRC].[EmailAddress],
(CASE WHEN [SRC].[Dob] = '' THEN NULL ELSE [SRC].[Dob] END) AS [Dob],
(CASE WHEN [SRC].[DateofDeath] = '' THEN NULL ELSE [SRC].[DateofDeath] END) AS [DateofDeath],
(CASE WHEN [SRC].[MarrigeDate] = '' THEN NULL ELSE [SRC].[MarrigeDate] END) AS [MarrigeDate],
[SRC].[Occupation]
FROM OPENXML(@iSL, N'ClientContact')
WITH ([CLCODE] VARCHAR(10) '@clientcode',
[CLNUMCONTACT] INT '@contactnumber',
[CLINITS] VARCHAR(5) '@clinits',
[CLTITLE] VARCHAR(10) '@cltitle',
[CLNAMECON] VARCHAR(35) '@clnamecon',
[FIRSTNAME] VARCHAR(20) '@firstname',
[SURNAME] VARCHAR(20) '@surname',
[CLSALUTE] VARCHAR(30) '@clsalute',
[Address] VARCHAR(500) '@address',
[County] VARCHAR(100) '@county',
[PostalCode] VARCHAR(100) '@postalcode',
[DXREF] VARCHAR(30) '@dxref',
[MartialStatus] VARCHAR(3) '@maritalstatus',
[PPSNo] VARCHAR(20) '@ppsno',
[HomePhone] VARCHAR(50) '@homephone',
[WorkPhone] VARCHAR(50) '@workphone',
[FaxNumber] VARCHAR(50) '@faxnumber',
[Mobile] VARCHAR(50) '@mobile',
[EmailAddress] VARCHAR(100) '@emailaddress',
[Dob] DATETIME '@dob',
[DateofDeath] DATETIME '@dateofdeath',
[MarrigeDate] DATETIME '@marriagedate',
[Occupation] VARCHAR(100) '@occupation') [SRC]
CROSS APPLY (SELECT ISNULL(MAX([OV].[CLNUMCONTACT]), 0) + 1 AS [NEWNUM]
FROM [dbo].[ClientContacts] [OV]
WHERE [OV].[CLCODE] = [SRC].[CLCODE]) [MX]
WHERE [SRC].[CLNUMCONTACT] IS NULL
END
SELECT @NUMCONTACT = [CLNUMCONTACT]
FROM [dbo].[ClientContacts] [CC]
WHERE [CC].[id] = SCOPE_IDENTITY()
END
ELSE
BEGIN
-- Please note that [CLSSNUMBER] and [Marketing] appear to be obsolete fields. They are not maintained through the Framework
-- Just in case anybody still uses these for Old data, we won't update these if they weren't passed in.
UPDATE [CC]
SET [CC].[CLINITS] = [SRC].[CLINITS],
[CC].[CLTITLE] = [SRC].[CLTITLE],
[CC].[CLNAMECON] = [SRC].[CLNAMECON],
[CC].[FIRSTNAME] = [SRC].[FIRSTNAME],
[CC].[SURNAME] = [SRC].[SURNAME],
[CC].[CLSALUTE] = [SRC].[CLSALUTE],
[CC].[Address] = [SRC].[Address],
[CC].[County] = [SRC].[County],
[CC].[PostalCode] = [SRC].[PostalCode],
[CC].[DXREF] = [SRC].[DXREF],
[CC].[MartialStatus] = [SRC].[MartialStatus],
[CC].[PPSNo] = [SRC].[PPSNo],
[CC].[HomePhone] = [SRC].[HomePhone],
[CC].[WorkPhone] = [SRC].[WorkPhone],
[CC].[FaxNumber] = [SRC].[FaxNumber],
[CC].[Mobile] = [SRC].[Mobile],
[CC].[EmailAddress] = [SRC].[EmailAddress],
[CC].[Dob]=(CASE WHEN [SRC].[Dob] = '' THEN NULL ELSE [SRC].[Dob] END),
[CC].[DateofDeath]=(CASE WHEN [SRC].[DateofDeath] = '' THEN NULL ELSE [SRC].[DateofDeath] END),
[CC].[MarrigeDate]=(CASE WHEN [SRC].[MarrigeDate] = '' THEN NULL ELSE [SRC].[MarrigeDate] END),
[CC].[Occupation] = [SRC].[Occupation]
FROM OPENXML(@iSL, N'ClientContact')
WITH ([CLCODE] VARCHAR(10) '@clientcode',
[CLNUMCONTACT] INT '@contactnumber',
[CLINITS] VARCHAR(5) '@clinits',
[CLTITLE] VARCHAR(10) '@cltitle',
[CLNAMECON] VARCHAR(35) '@clnamecon',
[FIRSTNAME] VARCHAR(20) '@firstname',
[SURNAME] VARCHAR(20) '@surname',
[CLSALUTE] VARCHAR(30) '@clsalute',
[Address] VARCHAR(500) '@address',
[County] VARCHAR(100) '@county',
[PostalCode] VARCHAR(100) '@postalcode',
[DXREF] VARCHAR(30) '@dxref',
[MartialStatus] VARCHAR(3) '@maritalstatus',
[PPSNo] VARCHAR(20) '@ppsno',
[HomePhone] VARCHAR(50) '@homephone',
[WorkPhone] VARCHAR(50) '@workphone',
[FaxNumber] VARCHAR(50) '@faxnumber',
[Mobile] VARCHAR(50) '@mobile',
[EmailAddress] VARCHAR(100) '@emailaddress',
[Dob] DATETIME '@dob',
[DateofDeath] DATETIME '@dateofdeath',
[MarrigeDate] DATETIME '@marriagedate',
[Occupation] VARCHAR(100) '@occupation') [SRC]
INNER JOIN [dbo].[ClientContacts] [CC]
ON [CC].[CLCODE] = [SRC].[CLCODE]
AND [CC].[CLNUMCONTACT] = [SRC].[CLNUMCONTACT]
END
BEGIN TRY
EXEC sp_xml_removedocument @iSL
END TRY
BEGIN CATCH
END CATCH
SELECT @NUMCONTACT AS [CLNUMCONTACT]
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_UpdateClientNameCaseDescription'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_UpdateClientNameCaseDescription]
END
GO
CREATE PROCEDURE [dbo].[KAAS_UpdateClientNameCaseDescription]
(@MatterCode VARCHAR(20),
@Name VARCHAR(256),
@Description VARCHAR(100),
@Result INT OUT
)
AS
/*******************************************************************************************************
* Updates the Client Name or Case Description based on the Requirement *
* *
* Stored Procedure Name : [dbo].[KAAS_UpdateClientNameCaseDescription] *
* *
* Modification History : *
* 2019-07-08 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
DECLARE @ClientCode VARCHAR(10)
SET @ClientCode = (SELECT SUBSTRING(@MatterCode, 0, (CHARINDEX('/',@MatterCode))));
SET @Result=0
IF ISNULL(@Name,'')<>''
BEGIN
UPDATE [CL]
SET [CL].[CLNAME]=@Name
FROM client [CL]
WHERE [CL].CLCODE=@ClientCode
SET @Result=1
END
IF ISNULL(@Name,'')<>''
BEGIN
UPDATE [C]
SET [C].[Name]=@Name
FROM Contacts [C]
WHERE [C].Code=@ClientCode
SET @Result=2
END
IF ISNULL(@Description,'')<>''
BEGIN
UPDATE [MAT]
SET [MAT].[Description]=@Description
FROM matters [MAT]
WHERE [MAT].Code=@MatterCode
SET @Result=3
END
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KAAS_UpdateContactcategories',N'P')IS NOT NULL
DROP PROCEDURE KAAS_UpdateContactcategories
GO
CREATE PROCEDURE KAAS_UpdateContactcategories
(
@CatId INT,
@ClientCode VARCHAR(10),
@CTCode VARCHAR(6),
@CCode VARCHAR(10),
@Date DATETIME = null,
@Prompt1 VARCHAR(60),
@Prompt2 VARCHAR(60),
@Prompt3 VARCHAR(60),
@Prompt4 VARCHAR(60),
@Prompt5 VARCHAR(60),
@Prompt6 VARCHAR(60),
@Prompt7 VARCHAR(60),
@Prompt8 VARCHAR(60),
@Prompt9 VARCHAR(60),
@Prompt10 VARCHAR(60),
@ContactNum INT
)
AS
/*******************************************************************************************************
* This procedure is used to udpate contact categories. *
* *
* *
* Stored Procedure Name : [dbo].[KAAS_UpdateContactcategories] *
* Copied from : [dbo].[ky_NETCONUpdateContactcategories] *
* *
* Modification History : *
* 2019-04-13 Vinodhan K Created *
* 2019-11-11 Dheepin Vijith K @Date is changed into nullable parameter. *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
IF EXISTS(SELECT top 1 1 FROM ClientContactCategories WHERE CCCategoryId = @CatId )
BEGIN
UPDATE ClientContactCategories
SET
[CategoryType] = @CTCode ,
[Category] = @CCode ,
[Date] = @Date ,
[FieldValue1] = @Prompt1 ,
[FieldValue2] = @Prompt2 ,
[FieldValue3] = @Prompt3 ,
[FieldValue4] = @Prompt4 ,
[FieldValue5] = @Prompt5 ,
[FieldValue6] = @Prompt6 ,
[FieldValue7] = @Prompt7 ,
[FieldValue8] = @Prompt8 ,
[FieldValue9] = @Prompt9 ,
[FieldValue10] = @Prompt10
WHERE
CCCategoryId = @CatId
END
ELSE
BEGIN
INSERT INTO ClientContactCategories
(
[ClientCode],
[ContactNum],
[CategoryType],
[Category],
[Date],
[FieldValue1],
[FieldValue2],
[FieldValue3],
[FieldValue4],
[FieldValue5],
[FieldValue6],
[FieldValue7],
[FieldValue8],
[FieldValue9],
[FieldValue10]
)
VALUES
(
@ClientCode,
@ContactNum,
@CTCode,
@CCode,
@Date,
@Prompt1,
@Prompt2,
@Prompt3,
@Prompt4,
@Prompt5,
@Prompt6,
@Prompt7,
@Prompt8,
@Prompt9,
@Prompt10
)
END
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'[KAAS_UpdateCrossRef]',N'P')IS NOT NULL
DROP PROCEDURE [KAAS_UpdateCrossRef]
GO
CREATE PROCEDURE
[dbo].[KAAS_UpdateCrossRef]
(@OldCode VARCHAR(10),
@OldLinkTo VARCHAR(10),
@NewLinkTo VARCHAR(10),
@Relationship VARCHAR(50),
@Result INT OUTPUT)
AS
/*******************************************************************************************************
* This stored procedure is used to UPDATE cross reference, this procedure will return result "1" IF *
* successful UDPATE, otherwise return its default value "0" *
* *
* Stored Procedure Name : [dbo].[KAAS_UpdateCrossRef] *
* Copied from : [dbo].[ky_NETCONUpdateCrossRef] *
* *
* Modification History : *
* 2019-04-12 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
IF EXISTS
(SELECT TOP 1 1
FROM [dbo].[ContactLinks] CL
WHERE CL.[CONTACTA] = @OldCode
AND CL.[CONTACTB] = @OldLinkTo)
BEGIN
UPDATE CL
SET CL.[CONTACTB] = @NewLinkTo,
CL.[RELATE] = @Relationship
FROM [dbo].[ContactLinks] CL
WHERE CL.[CONTACTA] = @OldCode
AND CL.[CONTACTB] = @OldLinkTo
UPDATE CL
SET CL.[CONTACTA] = @NewLinkTo,
CL.[RELATE] = @Relationship
FROM [dbo].[ContactLinks] CL
WHERE CL.[CONTACTA] = @OldLinkTo
AND CL.[CONTACTB] = @OldCode
SET @Result = 1
END
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_UpdateDiaryDetails'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_UpdateDiaryDetails]
END
GO
Create PROCEDURE
[dbo].[KAAS_UpdateDiaryDetails]
(@CaseCode VARCHAR(20),
@DraftBillNo INT,
@BillHeaderBillNo VARCHAR(20),
@BillType VARCHAR(1))
AS
/*******************************************************************************************************
*
* ky_NETUpdateDiaryDetails
*
* This stored procedure is used to update Diary and Diary delegations tables when a bill is approved.
*
* Modification History
* 2016-12-20 Arun Created
* 2016-12-21 Arun Alignment issue fixed
* 2018-05-10 John No longer setting [matters].[OpenInvoiceNo] at this stage - KEYD-4894
* 2019-11-13 Rajesh Copied from [ky_NETUpdateDiaryDetails]
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
DECLARE @Now DATETIME
DECLARE @NowDateOnly DATETIME
DECLARE @NowClarionTime CHAR(10)
DECLARE @ActionID INT
SET @Now = GETDATE()
-- date only, time SET to 00:00:00
SET @NowDateOnly = CONVERT(DATETIME, CONVERT(VARCHAR, @Now, 112))
-- Clarion compliant representation of the Time part of the date/time
SET @NowClarionTime = CONVERT(CHAR(10), [dbo].[KAAS_ConvertTimeToClarion](@Now))
SET @ActionID =(SELECT [Actionid]
FROM [dbo].[Diary]
WHERE [DRAFTBILLNO] = @DraftBillNo AND
[CASECODE] = @CaseCode)
UPDATE [DIA]
SET [DIA].[STATUS] = 1,
[DIA].[PROCESSSTATUS] = 0,
[DIA].[text1] = (CASE WHEN @BillType = 'I'
THEN 'Invoice No: ' + @BillHeaderBillNo
WHEN @BillType='C'
THEN 'Credit Not No: ' + @BillHeaderBillNo
END)
FROM [dbo].[Diary] [DIA]
WHERE [DIA].[DRAFTBILLNO] = @DraftBillNo AND
[DIA].[CASECODE] = @CaseCode
UPDATE [DEL]
SET [DEL].[DATER] = @NowDateOnly,
[DEL].[TIMER] = @NowClarionTime,
[DEL].[STATUS] = 1
FROM [dbo].[DiaryDelegations] [DEL]
WHERE [DEL].[ACTIONID] = @ActionID AND
ISNULL([DEL].[Status], 0) = 0
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KAAS_UpdateDocumentProperties',N'P')IS NOT NULL
DROP PROCEDURE KAAS_UpdateDocumentProperties
GO
CREATE PROCEDURE
[dbo].[KAAS_UpdateDocumentProperties]
(@TrackReference VARCHAR(10),
@Document VARCHAR(2000),
@DocumentDate VARCHAR(17),
@ClassCode VARCHAR(10),
@Subject VARCHAR(2000),
@DocumentPath VARCHAR(1000),
@CloudOrHybrid INT,
@Result VARCHAR(255) OUTPUT)
AS
/************************************************************************************************************
*
* ky_NETSPUpdateDocManagerDoc
*
* Updates a Diary Attachment entry FROM the Document Manager screen in the Framework
*
* Modification History
* ????-??-?? Sridharan Created
* 2015-04-08 Sridharan KEYD-2109 Added a new parameter to get modified filepath
* and change the relevant column in the Table
* 2015-04-15 Sridharan Added a new output parameter to get the File path
* 2016-03-22 Sridharan KEYD-3422 Changes to the Firm Undertakings Grid and Form
* 2017-08-15 Pino Carafa a) Procedure was practically unreadable
* 2017-08-15 Pino Carafa b) Remove irrelevant SELECT statement (proc always executed as NonQuery)
* 2017-08-15 Pino Carafa c) Replace repeated SET @var = (SELECT ...) statements with a single SELECT
* 2017-08-15 Pino Carafa d) Make description larger. VARCHAR(100) may not be enough.
* 2019-05-27 Arun Copied from ky_NETSPUpdateDocManagerDoc procedure
* 2021-05-18 Sadiq Added condition for Hybrid or cloud and update document
accordingly . (12154)
* 2021-10-06 Arun V Set Context info
************************************************************************************************************/
BEGIN
DECLARE @LEN INT
DECLARE @FPATH VARCHAR(1000)
DECLARE @ActionID INT
DECLARE @ActionType VARCHAR(1)
DECLARE @UserName VARCHAR(20)
DECLARE @HandlerCode VARCHAR(20)
DECLARE @OLDDocument VARCHAR(500)
DECLARE @OLDClass VARCHAR(5)
DECLARE @OLDDate VARCHAR(11)
DECLARE @Description VARCHAR(500)
DECLARE @DescriptionTo VARCHAR(500)
-- 2017-08-15 c)
SELECT @FPATH = [DAT].[FILEPATH],
@Actionid = [DAT].[DiaryID],
@ActionType = ISNULL([DIA].[ACTIONTYPE], ''),
@UserName = RTRIM(ISNULL([HAN].[NAME], ISNULL([DIA].[FNCODE], ''))),
@HandlerCode = ISNULL([DIA].[FNCODE], ''),
@OLDDocument = [DAT].[DOCUMENT],
@OLDClass = [DAT].[DOCCLASS],
@OLDDate = CONVERT(VARCHAR(11), CONVERT(DATETIME, [DAT].[DATEENTERED]), 106),
@Description = 'Attachment Changed From: ' + CHAR(13) + CHAR(10)
+ 'Date: ' + CONVERT(VARCHAR(11), 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]
LEFT OUTER JOIN [dbo].[diary] [DIA]
LEFT OUTER JOIN [dbo].[Handlers] [HAN]
ON [HAN].[CODE] = [DIA].[FNCODE]
ON [DIA].[ACTIONID] = [DAT].[DiaryID]
WHERE [DAT].[TrackReference] = @TrackReference
DECLARE @HandlerBin VARBINARY(128)
SET @HandlerBin = CONVERT(VARBINARY(128), @HandlerCode)
set CONTEXT_INFO @HandlerBin
SET @DescriptionTo = 'Attachment Changed To: ' + CHAR(13) + CHAR(10)
+ 'Date: ' + CONVERT(VARCHAR(11),CONVERT(DATETIME, @DocumentDate), 106) + CHAR(13) + CHAR(10)
+ 'Document Name: ' + RTRIM(ISNULL(@DOCUMENT, '')) + CHAR(13) + CHAR(10)
+ 'Document Class: ' + RTRIM(ISNULL(@ClassCode, '')) + CHAR(13) + CHAR(10)
IF NOT (@DocumentPath = '***NOCHANGE***')
BEGIN
SET @FPATH = [dbo].[KAAS_FN_GETFILEPATH](@DocumentPath, @FPATH)
END
IF NOT (@FPATH = 'NOCHANGE')
BEGIN
--2017-08-15 b) what???
--SELECT * FROM diary WHERE ACTIONID = @ActionID AND ACTIONTYPE = 'U'
IF @ActionType = 'U' --2017-08-15 c)
BEGIN
IF NOT ( RTRIM(@Document) = RTRIM(@OLDDocument)
AND RTRIM(@ClassCode) = RTRIM(@OLDClass)
AND RTRIM(@OLDDate) = CONVERT(VARCHAR(11), CONVERT(DATETIME, @DocumentDate), 106))
BEGIN
INSERT
INTO [dbo].[UndertakingLog]
([UndertakingID],
[FieldChanges],
[FromValue],
[ToValue],
[ByWho],
[ModifiedDate])
VALUES(@ActionID,
'Documents Edited',
@Description,
@DescriptionTo,
@UserName,
GETDATE())
END
END
SELECT @LEN = CASE WHEN [SC].[system_type_id] = 35
THEN 2000
ELSE [SC].[max_length] END
FROM SYS.[objects] [SO]
INNER JOIN SYS.[columns] [SC]
ON [SC].[object_id] = [SO].[object_id]
AND [SC].[name] = 'Document'
WHERE [SO].[name] = 'DiaryAttachments'
IF(@CloudOrHybrid=0) -- 0 is cloud
BEGIN
UPDATE [DAT]
SET [DAT].[DATEENTERED] = @DocumentDate,
[DAT].[DOCUMENT] = CASE WHEN @Document = '***NOCHANGE***'
THEN [DAT].[DOCUMENT]
ELSE SUBSTRING(@Document, 1, @LEN) END,
[DAT].[DOCCLASS] = @ClassCode
FROM [dbo].[DiaryAttachments] [DAT]
WHERE [DAT].[TrackReference] = CONVERT(INT, @TrackReference)
END
ELSE -- Hybrid one
BEGIN
UPDATE [DAT]
SET [DAT].[DATEENTERED] = @DocumentDate,
[DAT].[DOCUMENT] = CASE WHEN @Document = '***NOCHANGE***'
THEN [DAT].[DOCUMENT]
ELSE SUBSTRING(@Document, 1, @LEN) END,
[DAT].[FILEPATH] = CASE WHEN @DocumentPath = '***NOCHANGE***'
THEN [DAT].[FILEPATH]
ELSE @FPATH END,
[DAT].[DOCCLASS] = @ClassCode
FROM [dbo].[DiaryAttachments] [DAT]
WHERE [DAT].[TrackReference] = CONVERT(INT, @TrackReference)
END
IF (@Subject <> '***NOCHANGE***')
BEGIN
SELECT @LEN = CASE WHEN SC.[system_type_id] = 35
THEN 2000
ELSE SC.[max_length] END
FROM SYS.[objects] [SO]
INNER JOIN SYS.[columns] [SC]
ON [SC].[object_id] = [SO].[object_id]
AND [SC].[name] = 'SUBJECT'
WHERE [SO].[name] = 'diary'
UPDATE [DIA]
SET [DIA].[SUBJECT] = SUBSTRING(@Subject, 1, @LEN)
FROM [dbo].[diary] [DIA]
WHERE [DIA].[ACTIONID] = @ActionID
END
SET @Result = SUBSTRING(@FPATH,LEN(@FPATH)-CHARINDEX ('\',REVERSE(@FPATH))+2,LEN(@FPATH))
END
ELSE
BEGIN
SET @Result = 'NOCHANGE'
END
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_UpdateEstimateGiven'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_UpdateEstimateGiven]
END
GO
CREATE PROCEDURE [dbo].[KAAS_UpdateEstimateGiven]
(
@CaseCode VARCHAR(20),
@IsEstimateGiven BIT
)
AS
/********************************************************************************************************************************
*
* Copied from ky_NETUpdateEstimateGiven
*
* Used to udpate Estimate Given from Critical information page
*
* Modification History
* 2015-02-12 Arun Change NVARCHAR to VARCHAR
* 2020-01-03 Ganapathy Recreated
********************************************************************************************************************************/
BEGIN
UPDATE matters SET Section68 = (CASE WHEN @IsEstimateGiven = 'True' THEN 'Y' ELSE 'N' END)
WHERE Code = @CaseCode
END
GO
IF OBJECT_ID(N'KAAS_UpdateExternalDictations',N'P')IS NOT NULL
DROP PROCEDURE KAAS_UpdateExternalDictations
GO
CREATE PROCEDURE KAAS_UpdateExternalDictations
(
@TrackReference INT,
@Status INT
)
AS
/*******************************************************************************************************
* This stored procedure is used to Update External Dictations Status. *
* *
* Stored Procedure Name : [dbo].[KAAS_UpdateExternalDictations] *
* Copied from : [dbo].[ky_NETUpdateOfficers] *
* *
* Modification History : *
* 2024-05-22 Vignesh M Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
UPDATE ExternalDictations
SET [Status] = @Status
WHERE TrackReference = @TrackReference
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_UpdateHandlerGroupMembership'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_UpdateHandlerGroupMembership]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_UpdateHandlerGroupMembership]
(@Handler VARCHAR(10),
@AllHandlers BIT,
@groupname VARCHAR(100),
@include BIT)
AS
/****************************************************************************************************************
*
* [dbo].[KAAS_UpdateHandlerGroupMembership]
* Includes or Excludes a handler (or "all handlers") from a particular Control Group
*
* Modification History
* 2023-04-19 Sadiq Created
****************************************************************************************************************/
BEGIN
DECLARE @groupid int
SET @Handler = CASE WHEN @AllHandlers = 1 THEN '' ELSE ISNULL(@Handler, '') END
SELECT @groupid = CTG.[id]
FROM [dbo].[KHCtlGroups] CTG
WHERE CTG.[GroupName] = @groupname
IF (@groupid is not null)
BEGIN
IF (@include = 1)
BEGIN
DELETE CTH
FROM [dbo].[KHCtlHandlers] CTH
WHERE CTH.[Handler] = @Handler
AND CTH.[AllHandlers] = @AllHandlers
AND CTH.[groupid] = @groupid
END
ELSE
BEGIN
INSERT
INTO [dbo].[KHCtlHandlers]
([Handler],
[AllHandlers],
[groupid])
SELECT CTHN.[Handler],
CTHN.[AllHandlers],
CTHN.[groupid]
FROM (SELECT @Handler AS [Handler],
@AllHAndlers AS [AllHandlers],
@groupid AS [groupid]) CTHN
LEFT OUTER JOIN [dbo].[KHCtlHandlers] CTHO
ON CTHO.[Handler] = CTHN.[Handler]
AND CTHO.[AllHandlers] = CTHN.[AllHandlers]
AND CTHO.[groupid] = CTHN.[groupid]
WHERE CTHO.[groupid] IS NULL
END
END
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_UpdateMatterChargeOutRates'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_UpdateMatterChargeOutRates]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_UpdateMatterChargeOutRates]
(@MatterCode VARCHAR(30),
@ClientCode VARCHAR(30),
@OldFeeEarnerCode VARCHAR(20),
@OldRate DECIMAL(18,2),
@NewFeeEarnerCode VARCHAR(20),
@EffectiveDate DATETIME,
@NewRate DECIMAL(18,2),
@ModifyBy VARCHAR(24),
@Result INT OUTPUT)
AS
/*******************************************************************************************************
* This stored procedure is used to update matter charge out rates. *
* *
* Stored Procedure Name : [dbo].[KAAS_UpdateMatterChargeOutRates] *
* Copied from : [dbo].[ky_NETMATUpdateMatterChargeOutRates] *
* *
* Modification History : *
* 2019-05-23 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
IF NOT EXISTS
(SELECT TOP 1 1
FROM [dbo].[MatterChargeOutRates] [MCOR]
WHERE [MCOR].[ClientCode] = @ClientCode
AND [MCOR].[FeCode] = @OldFeeEarnerCode
AND [MCOR].[ModifyBy] = @ModifyBy
AND [MCOR].[MatterCode] = @MatterCode
AND [MCOR].[Rate] = @NewRate)
BEGIN
UPDATE [MCOR]
SET [MCOR].[Rate] = @NewRate,
[MCOR].[EffectiveDate] = @EffectiveDate,
[MCOR].[ModifyBy] = @ModifyBy,
[MCOR].[ModifyDate] = GETUTCDATE(),
[MCOR].[LastRate] = @OldRate
FROM [dbo].[MatterChargeOutRates] [MCOR]
WHERE [MCOR].[ClientCode] = @ClientCode
AND [MCOR].[FeCode] = @OldFeeEarnerCode
AND [MCOR].[Rate] = @OldRate
AND [MCOR].[MatterCode] = @MatterCode
END
ELSE
BEGIN
UPDATE [MCOR]
SET [MCOR].[Rate] = @NewRate,
[MCOR].[EffectiveDate] = @EffectiveDate,
[MCOR].[ModifyBy] = @ModifyBy,
[MCOR].[ModifyDate] = GETUTCDATE()
FROM [dbo].[MatterChargeOutRates] [MCOR]
WHERE [MCOR].[ClientCode] = @ClientCode
AND [MCOR].[FeCode] = @OldFeeEarnerCode
AND [MCOR].[Rate] = @OldRate
AND [MCOR].[MatterCode] = @MatterCode
END
--UPDATE TIME ENTRY BASED ON NEW ENTRY
UPDATE [TIE]
SET [TIE].[RATE] = @NewRate,
[TIE].[CHARGE] = ([TIE].[TIME] / 60.00) * @NewRate
FROM [dbo].[matters] [MAT]
INNER JOIN [dbo].[TimeEntry] [TIE]
INNER JOIN [dbo].[Handlers] [HAN]
ON [HAN].[CODE] = [TIE].[FEEEARN]
AND ( [HAN].[CODE] = @OldFeeEarnerCode
OR [HAN].[ChargeGroup] = @OldFeeEarnerCode)
ON [TIE].[Matter] = [MAT].[Code]
AND ISNULL([TIE].[BILLED], 0) = 0
AND [TIE].[TimeOrCharge] = 'T'
AND [TIE].[Date] >= @EffectiveDate
AND ISNULL([TIE].[InvoiceNo], 0) = 0
WHERE [MAT].[Code] = @MatterCode
SET @Result = 1
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KAAS_UpdateMatterDetailsAdminTab',N'P')IS NOT NULL
DROP PROCEDURE KAAS_UpdateMatterDetailsAdminTab
GO
CREATE PROCEDURE
[dbo].[KAAS_UpdateMatterDetailsAdminTab]
(@MatterCode VARCHAR(20),
@ValueToClient DECIMAL(17,2),
@Started DATETIME,
@StatuteLimit DATETIME,
@DepositName VARCHAR(30),
@EstimatedFees DECIMAL(17,2),
@FixedFee VARCHAR(1),
@ExpBillDate DATETIME,
@IsEstimateGiven BIT,
@IsSection13 BIT,
@OutlayBudget DECIMAL(17,2),
@Type VARCHAR(10),
@Comments VARCHAR(3000),
@EffectivelyComplete BIT,
@ShowInAlert CHAR(1),
@UserCode VARCHAR(6),
@FeeType INT,
@Result TINYINT OUTPUT)
AS
/************************************************************************************************************************
* Created By : Arun V
* Date : 15May2014 10:27 AM
* Description : This procedure is used to update matter details based on matter code, successful updation it will
* Return 1
*
*
* Modification History
* -----------------------------------------------------
* Date | Modified By | Description
* -----------------------------------------------------
* 20June2014 Arun.V Comment param size has been incresed to 3000 from 300
* 24May2019 Arun V Copied from ky_NETMATUpdateMatterDetails
* 26Nov2019 Arun V Have modify the data type based on table(@Estimate fee, @outlaybudget and @ValueToClient)
* 12Dec2020 Sadiq Added FeeType value to update in matters table
* 06May2021 Aakif Updated Statute Warning key for admin tab details & Clarion conversion for Action time
************************************************************************************************************************/
BEGIN
SET NOCOUNT ON
DECLARE @beforeSatuteDate DATETIME
DECLARE @OldEstimateValue DECIMAL(17,2)
DECLARE @teamcode VARCHAR(6)
DECLARE @SatuteWarning VARCHAR(5) = 0
DECLARE @ActionCode VARCHAR(10) = NULL
-- Old setting key for Statue Warning limit
--SELECT @SatuteWarning = ISNULL([KeyValue],0) FROM Settings WHERE KeyName = 'SatuteWarning'
-- New setting key for Statue Warning limit
SELECT @SatuteWarning = ISNULL([KeyValue],0) FROM Settings WHERE KeyName = 'Risk Management_StatuteWarning'
SELECT @ActionCode = ISNULL([KeyValue],0) FROM Settings WHERE KeyName = 'StatuteActionCode'
--Statute limit is empty then it set as null value
IF(CONVERT(DATETIME, @StatuteLimit) = '19000101')
BEGIN
SET @StatuteLimit = null
END
IF(CONVERT(DATETIME, @ExpBillDate) = '19000101')
BEGIN
SET @ExpBillDate = null
END
SELECT @teamcode =Team FROM Handlers WHERE CODE = @UserCode
SELECT @beforeSatuteDate = ISNULL(StatuteLimits,'19000101'), @OldEstimateValue = EstFee
FROM Matters
WHERE Code = @MatterCode
UPDATE
Matters
SET
[Value] = @ValueToClient,
[Started] = ISNULL(@Started,[Started]),
StatuteLimits = @StatuteLimit,
DepositName = @DepositName,
EstFee = @EstimatedFees,
FixedFee = @FixedFee,
ExpBillD = @ExpBillDate,
Section68 = (
CASE
WHEN @IsEstimateGiven = 'True'
THEN 'Y'
ELSE 'N'
END
),
S13 = (
CASE
WHEN @IsSection13 = 'True'
THEN 'Y'
ELSE 'N'
END
),
OutlayBud = @OutlayBudget,
DepositType = @Type,
Comment = @Comments,
[FeeType]=@FeeType,
PCode = (
CASE
WHEN @EffectivelyComplete = 'True' THEN ''
ELSE
[ClientCode]
END
),
PFECODE = (
CASE
WHEN @EffectivelyComplete = 'True' THEN ''
ELSE
[FECode]
END
),
ShowCommentInAlarm = @ShowInAlert
WHERE Code = @MatterCode
--Estimate Fee Log
IF(@OldEstimateValue <> @EstimatedFees )
BEGIN
INSERT INTO MatterEstimateFeeLogs
(
[Log],
[Mattercode],
[Who],
[EstimateFee]
)
VALUES
(
(CASE WHEN @OldEstimateValue = '0.00' then 'Added' when @OldEstimateValue <> '0.00' and @EstimatedFees = '0.00' THEN 'Deleted' ELSE 'Changed' END),
@MatterCode,
@UserCode,
@EstimatedFees
)
END
/* Added by Magesh(DSRC)*/
DECLARE @actionid AS INT;
DECLARE @DateCal AS INT;
DECLARE @text1 AS VARCHAR (200);
DECLARE @UTCActionDate AS DATETIME;
SET @UTCActionDate = dbo.KAAS_FNConvertDateToUTC(dateadd(DAY,cast('-' + cast(@SatuteWarning as VARCHAR(30)) as Int), @StatuteLimit), @UserCode);
SET @DateCal = [dbo].[KAAS_ConvertTimeToClarion](@UTCActionDate);
--set @Result =1
set @result=case
WHEN ISNULL(convert(varchar(11),@StatuteLimit,112),'19000101')='19000101' THEN 0
WHEN convert(varchar(11),@StatuteLimit,112)=convert(varchar(11),@beforeSatuteDate,112) THEN 0
else 1
END
IF NOT EXISTS (SELECT TOP 1 1
FROM diary
WHERE Rtrim(CASECODE) = @MatterCode
AND isnull(rtrim(ACTIONTYPE), '') = 'S')
BEGIN
SET @text1 = 'Statute of Limitations Date =' + convert(varchar(11),@StatuteLimit,106);
-- SET @Result=1
END
ELSE
BEGIN
IF @Result = 1
BEGIN
INSERT INTO DiaryDelegations (ACTIONID, HANDLER, TEAM, [DATE], [TIME], DUEDATE, DUETIME, [STATUS], [OWNER], DELEGATE, DELEGATESTATUS, ACTIONTYPE, FROMHANDLER, DELTYPE)
SELECT diary.Actionid,
@UserCode AS HANDLER,
@teamcode AS TEAM,
dateadd(DAY,cast('-' + cast(@SatuteWarning as VARCHAR(30)) as Int), @StatuteLimit) AS [DATE],
@DateCal AS [TIME],
@StatuteLimit AS DUEDATE,
@DateCal AS DUETIME,
1 AS [STATUS],
'N' AS [OWNER],
@UserCode AS DELEGATE,
0 AS DELEGATESTATUS,
'S' AS ACTIONTYPE,
@UserCode AS FROMHANDLER,
'Completed' AS DELTYPE
FROM diary
LEFT OUTER JOIN
DiaryDelegations
ON diary.ACTIONID = DiaryDelegations.ACTIONID
WHERE CASECODE = @MatterCode
AND diary.ACTIONTYPE = 'S'
AND diary.[STATUS] <> 1
UPDATE diary
SET [STATUS] = 1
WHERE isnull(rtrim(ACTIONTYPE), '') = 'S'
AND CASECODE = @MatterCode
END
SET @text1 = 'Statute of Limitations Date =' + convert(varchar(11),@StatuteLimit,106) + '' + CHAR(13) + 'Changed From ' + convert(varchar(11),@beforeSatuteDate,106) + ' To ' + convert(varchar(11),@StatuteLimit,106) + ' on the ' + convert(varchar(11),GETDATE(),106);
END
IF @Result = 1
BEGIN
-- PINO 2015-09-30 START
EXEC @actionid = [dbo].[ky_NETGetNextActionID]
INSERT INTO DIARY (CASECODE, [DATE], [STATUS], ACTIONCODE, ACTIONSTATUS, ACTIONTYPE, PROCESSTYPE, FNCODE, TEAMCODE, TEXT1, DUEDATE, DYSTARTTIME, DYENDTIME, [PRIORITY], MILESTEONETYPE, WORKPROCESS, DELEGATIONSTATUS, ACTIONID, [SUBJECT], DisplayText)
VALUES (@MatterCode, @UTCActionDate, 0, @ACTIONCODE, 'NA', 'S', 'I', @UserCode, @TeamCode, @text1, @StatuteLimit, @DateCal, @DateCal, 'H', @UserCode, 0, 0, @actionid, @text1, @text1);
INSERT INTO DiaryDelegations (ACTIONID, HANDLER, TEAM, [DATE], [TIME], DUEDATE, DUETIME, [STATUS], [OWNER], DELEGATE, DELEGATESTATUS, ACTIONTYPE, FROMHANDLER, DELTYPE)
VALUES (@actionid, @UserCode, @teamcode, dateadd(DAY, cast('-' + cast(@SatuteWarning as VARCHAR(30)) as Int), @StatuteLimit), @DateCal,@StatuteLimit, @DateCal, 0, 'Y', @UserCode, 0, 'S', @UserCode, 'Created');
END
IF(@Result = 0)
BEGIN
IF(( @StatuteLimit is null) and ( convert(varchar(11),@beforeSatuteDate,112)<>'19000101'))
BEGIN
UPDATE diary
SET [STATUS] = 1
WHERE isnull(rtrim(ACTIONTYPE), '') = 'S'
AND CASECODE = @MatterCode
SET @StatuteLimit = GETDATE()
SET @text1 = 'Statute Date Deleted. It was: =' + convert(varchar(11),GETDATE(),106)
SET @actionid = (SELECT ISNULL(MAX(actionid), 0) + 1
FROM diary)
INSERT INTO DIARY (CASECODE, [DATE], [STATUS], ACTIONCODE, ACTIONSTATUS, ACTIONTYPE, PROCESSTYPE, FNCODE, TEAMCODE, TEXT1, DUEDATE, DYSTARTTIME, DYENDTIME, [PRIORITY], MILESTEONETYPE, WORKPROCESS, DELEGATIONSTATUS, ACTIONID, [SUBJECT], DisplayText)
VALUES (@MatterCode, @UTCActionDate, 1, @ActionCode, 'NA', 'S', 'I', @UserCode, @TeamCode, @text1, @StatuteLimit, @DateCal, @DateCal, 'H', @UserCode, 0, 0, @actionid, @text1, @text1);
INSERT INTO DiaryDelegations (ACTIONID, HANDLER, TEAM, [DATE], [TIME], DUEDATE, DUETIME, [STATUS], [OWNER], DELEGATE, DELEGATESTATUS, ACTIONTYPE, FROMHANDLER, DELTYPE)
VALUES (@actionid, @UserCode, @teamcode, dateadd(DAY, cast('-' + cast(@SatuteWarning as VARCHAR(30)) as Int), @StatuteLimit), @DateCal,@StatuteLimit, @DateCal, 1, 'Y', @UserCode, 0, 'S', @UserCode, 'Completed');
END
END
--DELETE FROM CaseUDFAnswers where CASECODE = @MatterCode
SET @Result = 1
SET NOCOUNT OFF
END
GO
IF EXISTS (SELECT TOP 1 1
FROM sys.[objects] SO
WHERE SO.[name] = N'KAAS_UpdateMatterDetailsArchive'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_UpdateMatterDetailsArchive]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_UpdateMatterDetailsArchive](
@MatterCode VARCHAR(20),
@DateFileClosed DATETIME,
@Location VARCHAR(50),
@ArchiveLocation VARCHAR(50),
@FileBarCodeNo VARCHAR(60),
@BoxBarCodeNo VARCHAR(60),
@BoxNumber VARCHAR(20),
@ExpectedDestroyDate VARCHAR(30),
@ActualDestroyDate VARCHAR(30),
@DestroyedBy VARCHAR(10),
@Closed CHAR(1)='N',
@KeepOriginalDate VARCHAR(1),
@Result TINYINT OUTPUT)
AS
/*******************************************************************************************************
* This stored procedure is used to insert or update the matter information for Archive. *
* IF matter code already exists it will update that record, Otherwise it will insert a new record . *
* *
* Stored Procedure Name : [dbo].[KAAS_UpdateMatterDetailsArchive] *
* Copied from : [dbo].[ky_NETMATUpdateMatterDetails2] *
* *
* Modification History: *
* 2019-05-24 Vinodhan K Created *
*2023-05-31 Vignesh M Modified stored procedure is removed from SAM its already exists *
*2023-06-26 Vignesh M Modified Date Closed and Reopened are updated *
*2023-06-26 Vignesh M Modified Org Close date is added when case is reopened *
*2023-06-27 Vignesh M Modified Keep or Replace Org Close Date functionality added *
*2023-10-20 Vignesh M Modified Update handled for open Matters *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
DECLARE @AlreadyClosed VARCHAR(1)
SELECT @AlreadyClosed = CLOSED FROM Matters WHERE Code = @MatterCode
DECLARE @AlreadyClosedDate AS DATETIME
IF @KeepOriginalDate = 'Y'
BEGIN
SELECT @AlreadyClosedDate = OrgClosedDate FROM Matters WHERE Code = @MatterCode
END
ELSE
BEGIN
SELECT @AlreadyClosedDate = CloseDate FROM Matters WHERE Code = @MatterCode
END
IF @AlreadyClosed = 'Y' AND ISNULL(@Closed,'N') = 'N'
BEGIN
UPDATE Matters
SET [OrgClosedDate] = @AlreadyClosedDate,
[ClosingDate] = NULL,
[Location] = @Location ,
[ArchiveLocation] = @ArchiveLocation ,
[FileBarCodeNo] = @FileBarCodeNo ,
[BoxBarCodeNo] = @BoxBarCodeNo ,
[BoxNumber] = @BoxNumber ,
[DestroyDate] = @ExpectedDestroyDate ,
[ActualDestroyDate] = @ActualDestroyDate ,
[DestroyedBy] = @DestroyedBy,
[Closed] = 'N',
[ReOpenedDate] = GetUTCDate(),
[CloseDate] = NULL
WHERE Code = @MatterCode
END
ELSE IF @AlreadyClosed = 'N' AND ISNULL(@Closed,'N') = 'N'
BEGIN
UPDATE Matters
SET [OrgClosedDate] =NULL,
[ClosingDate] = NULL,
[Location] = @Location ,
[ArchiveLocation] = @ArchiveLocation ,
[FileBarCodeNo] = @FileBarCodeNo ,
[BoxBarCodeNo] = @BoxBarCodeNo ,
[BoxNumber] = @BoxNumber ,
[DestroyDate] = @ExpectedDestroyDate ,
[ActualDestroyDate] = @ActualDestroyDate ,
[DestroyedBy] = @DestroyedBy,
[Closed] = 'N',
[ReOpenedDate] = NULL,
[CloseDate] = NULL
WHERE Code = @MatterCode
END
ELSE
BEGIN
IF @Closed = 'Y'
BEGIN
UPDATE Matters
SET [ClosingDate] = GetUTCDate(),
[Location] = @Location ,
[ArchiveLocation] = @ArchiveLocation ,
[FileBarCodeNo] = @FileBarCodeNo ,
[BoxBarCodeNo] = @BoxBarCodeNo ,
[BoxNumber] = @BoxNumber ,
[DestroyDate] = @ExpectedDestroyDate ,
[ActualDestroyDate] = @ActualDestroyDate ,
[DestroyedBy] = @DestroyedBy,
[Closed] = @Closed,
[ReOpenedDate] = NULL,
[CloseDate] = GetUTCDate()
WHERE Code = @MatterCode
END
END
SET @Result = 1
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_UpdateMatterDetailsBilling'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_UpdateMatterDetailsBilling]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_UpdateMatterDetailsBilling]
(@MatterCode VARCHAR(20),
@ChargeRateLevel VARCHAR(10),
@ChargeArrangement VARCHAR(10),
@DebtCollectedUnderCurrentArrangement DECIMAL(18,2),
@TotalDebtAmountCollected VARCHAR(10),
@ChargeOutRateIndicator BIT,
@BillingType VARCHAR(10),
@BillingMethod VARCHAR(10),
@BillingFeeEarner VARCHAR(5),
@Result TINYINT OUTPUT)
AS
/*******************************************************************************************************
* This stored procedure is used to insert or update the matter information for Billing. *
* IF contact code already exists it will update that record, Otherwise it will insert a new record . *
* *
* Stored Procedure Name : [dbo].[KAAS_UpdateMatterDetailsBilling] *
* Copied from : [dbo].[ky_NETMATUpdateMatterDetails2] *
* *
* Modification History: *
* 2019-05-24 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
UPDATE Matters
SET ChargeLevel = @ChargeRateLevel,
DebtCollected = @TotalDebtAmountCollected,
ChargeArrangement = @ChargeArrangement,
ChargeOutRateInd = (
CASE
WHEN @ChargeOutRateIndicator = 'True' THEN 'Y'
ELSE
'N'
END
),
CompFrequency = @BillingType,
BillingMethod = @BillingMethod,
CollectingBalance = @DebtCollectedUnderCurrentArrangement,
[BillingFE] = @BillingFeeEarner
WHERE Code = @MatterCode
SET @Result = 1
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_UpdateMatterDetailsForAdditionalDetail'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_UpdateMatterDetailsForAdditionalDetail]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_UpdateMatterDetailsForAdditionalDetail]
(
@MatterCode VARCHAR(20),
@Premises VARCHAR(500),
@ClExeYn CHAR(1),
@ClBenYn CHAR(1),
@ClDateAccept DATETIME,
@CsOrgDebt DECIMAL(10,2),
@CSBalDebt DECIMAL(9,2),
@CsInterestCode VARCHAR(5),
@CheckCharacter VARCHAR(1)=null,
@AdditionalCheckCharacter VARCHAR(1)=null,
@Result TINYINT OUTPUT)
AS
/************************************************************************************************************************
* Created By : Arun V
* Date : 15May2014 10:27 AM
* Description : This procedure is used to update matter details based on matter code, successful updation it will
* Return 1
*
* Compatibility information - PLEASE update older versions if necessary to ensure the compatible software
* remains fully functional
* ******************************************************************************************
* *
* * Supersedes: [dbo].[ky_NETMATUpdateMatterDetails]
* * First compatible version: 5.5.1.1 (5.4.6.10)
* * Last compatible software version: -
* * Superseded by: -
* *
* ******************************************************************************************
*
* Modification History
* -----------------------------------------------------
* Date | Modified By | Description
* -----------------------------------------------------
* 20June2014 Arun.V Comment param size has been incresed to 3000 from 300
* 30July2014 Arun.V Issue Rasied due to decimal Precision, so just removed CSBalDebt, CSOrgDebt Decimal Precision
* 18Sept2014 Pino MAX will return NULL on an empty table. Use ISNULL(MAX([fieldname], 0)) instead
* 30Oct2014 Arun.V Changed Interest Code Update Column. Its not mapped yet
* 07NOv2014 Arun.V Added Composite Billing Matter
* 19Nov2014 Arun.V @EstimatedFees, @DebtCollectedUnderCurrentArrangement param type changed from VARCHAR to decimal
* 05Jan2015 Arun.V Branch code added
* 07Jan2015 Pino CsOrgDebt also needs to update OriginalDebt in matters table
* 08Jan2015 Pino Replace " with square brackets in column names
* 25Jun2015 Pino Add Archive Location
* 10JUL2015 Sridharan KEYD - 2441 - URGENT Passing N'' for DATETIME values into SPs set value to '19000101'
* 30SEP2015 Pino Use ky_NETGetNextActionID
* 04JAN2016 magesh Added checkcharacter and addtional check character
* 05FEB2016 Arun Specified the Varchar size
* 2016-03-16 Pino Don't use dashes in VARCHAR date in case the login language is not English...
* 2016-07-12 Arun Have added Billing Fee earner
* 2016-09-23 Suriya M KEYD - 4274 - Option for 'No win No Fee' Indicator on matters
* 2016-11-28 Pino Carafa KEYD - 4282 - Box Number
* 2018-01-10 Pino Carafa KEYD - 4441 - Your Reference is actually 100 characters so why restrict input to only 20?
* 2018-03-19 Arun V Have changed OverrideAddress sp parameter size as 150
* 2018-03-23 Pino Carafa Have changed all addresses to be 500 characters
* 2018-07-17 Pino Carafa Update User1,2,3 to VARCHAR(100)
* 2019-05-24 Vinodhan Copied from ky_NETMATUpdateMatterDetails2 to update only the fields on Additional detail tab
* 2019-08-06 Vinodhan @CheckCharacter,@AdditionalCheckCharacter changed into nullable parameters.
* 2020-04-29 Prabhu.V [OriginalDebt] Need to be Update on additional details save.
************************************************************************************************************************/
BEGIN
SET NOCOUNT ON
UPDATE
CaseMaster
SET
CSCLBENYN = @ClBenYn,
CSCLEXEYN = @ClExeYn,
CSDATEACCEPT_DATE = @ClDateAccept,
CSORGDEBT = @CsOrgDebt,
CSBALDEBT = @CSBalDebt,
CSPREMISES = @Premises,
CSIRTCODE = @CsInterestCode
WHERE
CSCode = @MatterCode
--REVENUE MODULE
/*ADDED BY MAGESH(DSRC) */
IF EXISTS (SELECT TOP 1 1 FROM MatterCheckChars WHERE MatterCode =@MatterCode )
BEGIN
UPDATE
MatterCheckChars
SET
CheckCharacter =@CheckCharacter,
AddCheckCharacter =@AdditionalCheckCharacter
WHERE
MatterCode =@MatterCode
END
ELSE
BEGIN
INSERT INTO
MatterCheckChars
(MatterCode,
CheckCharacter,
AddCheckCharacter )
VALUES
(@MatterCode,
@CheckCharacter,
@AdditionalCheckCharacter )
END
UPDATE [MAT]
SET [MAT].[OriginalDebt] = @CsOrgDebt
FROM [dbo].[matters] [MAT]
WHERE [MAT].[Code] = @MatterCode
SET @Result = 1
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_UpdateMatterDetailsMatterTab'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_UpdateMatterDetailsMatterTab]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_UpdateMatterDetailsMatterTab]
(@MatterCode VARCHAR(20),
@ClientCode VARCHAR(10),
@Matter VARCHAR(20),
@Description VARCHAR(200),
@FeeEarner VARCHAR(10),
@Secretary VARCHAR(10),
@Partner VARCHAR(10),
@Department VARCHAR(10),
@WorkType VARCHAR(5),
@OldRef VARCHAR(100),
@UserPrompt1 VARCHAR(100),
@UserPrompt2 VARCHAR(100),
@UserPrompt3 VARCHAR(100),
@YourRef VARCHAR(100),
@Statement BIT,
@MarkAsImportance BIT,
@Paperless BIT,
@CasePlan VARCHAR(5),
@CaseStatus VARCHAR(30),
@FileColour VARCHAR(5),
@CsRecordNo VARCHAR(12),
@Branch VARCHAR(5),
@NoWinNoFee VARCHAR(1),
@Result TINYINT OUTPUT)
AS
/************************************************************************************************************************
* Created By : Arun V
* Date : 15May2014 10:27 AM
* Description : This procedure is used to update matter details based on matter code, successful updation it will
* Return 1
*
*
* Modification History
* -----------------------------------------------------
* Date | Modified By | Description
* -----------------------------------------------------
* 20June2014 Arun.V Copied from ky_NETMATUpdateMatterDetails2
* 13Aug20121 Balamurugan.C Update Branch Column in Matter Table
* 07-06-2023 Revathy.D Fetched Paperless Column from Matter Table
* 11-03-2024 Vignesh M Update Query added for Search Matters
************************************************************************************************************************/
BEGIN
SET NOCOUNT ON
DECLARE @beforeSatuteDate DATETIME
DECLARE @OldEstimateValue DECIMAL(17,2)
DECLARE @IsPaperlessColumn AS BIT
IF EXISTS(
SELECT TOP 1 1
FROM SYS.COLUMNS
WHERE OBJECT_NAME(OBJECT_ID) = 'Matters'
and [NAME] = 'Paperless')
BEGIN
SET @IsPaperlessColumn = 1
END
ELSE
BEGIN
SET @IsPaperlessColumn = 0
END
UPDATE [dbo].[Matters]
SET [ClientCode] = @ClientCode,
[Matter] = @Matter,
[Description] = @Description,
[FECode] = @FeeEarner,
[Partner] = @Partner,
[Secretary] = @Secretary,
[Dept] = @Department,
[WType] = @WorkType,
[OldRef] = @OldRef,
[User1] = @UserPrompt1,
[User2] = @UserPrompt2,
[User3] = @UserPrompt3,
[YourRef] = @yourRef,
[Statements] = (
CASE
WHEN @Statement = 'True'
THEN 'Y'
ELSE 'N'
END
),
[Importance] = (
CASE
WHEN @MarkAsImportance = 'True'
THEN 1
ELSE 0
END
),
[Status] = @CaseStatus,
[FileColour] = @FileColour,
[NoWinNoFee] = @NoWinNoFee,
[Branch] = @Branch
WHERE [Code] = @MatterCode
IF(@IsPaperlessColumn =1)
BEGIN
DECLARE @UpdateQuery nvarchar(max) = 'UPDATE [dbo].[Matters]
SET [Paperless] =' + CAST(ISNULL(@Paperless,0) AS CHAR(1))+'
WHERE [Code] =''' + @MatterCode +''''
EXEC (@UpdateQuery)
END
UPDATE [dbo].[CaseMaster]
SET [CSWKTCode] = @CasePlan,
[CSPLAINTNO] = @CsRecordNo
WHERE [CSCode] = @MatterCode
UPDATE [dbo].[SearchMatters]
SET [Description] = @Description
WHERE [Code] = @MatterCode
SET @Result = 1
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = 'KAAS_UpdateMatterTimeBalance'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_UpdateMatterTimeBalance]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_UpdateMatterTimeBalance]
(@matter VARCHAR(20))
AS
/*******************************************************************************************************
* It is used to Update Matter Time Balance. *
* *
* Stored Procedure Name : [dbo].[KAAS_UpdateMatterTimeBalance] *
* Copied from : [dbo].[ky_WDUpdateMatterTimeBalance] *
* *
* Modification History : *
* 2019-07-25 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
UPDATE MAT
SET MAT.[TimeBal] = TTL.[TOTALTIME],
MAT.[ChargeBal] = TTL.[TOTALCHARGED]
FROM [dbo].[matters] MAT
cross apply (SELECT ISNULL(SUM(CASE WHEN ISNULL(TIE.[CHARGE], 0) - ISNULL(TIE.[BilledAmount], 0) <> 0
THEN ISNULL(TIE.[time], 0)
ELSE 0 END), 0) AS [TOTALTIME],
ISNULL(SUM(ISNULL(TIE.[CHARGE], 0) - ISNULL(TIE.[BilledAmount], 0)), 0) AS [TOTALCHARGED]
FROM [dbo].[TimeEntry] TIE
WHERE TIE.[MATTER] = MAT.[Code]
AND RTRIM(ISNULL(TIE.[REC_IRR], '')) <> 'N'
AND RTRIM(ISNULL(TIE.[TimeorCharge], '')) <> 'B') TTL
WHERE MAT.[Code] = @Matter
END
GO
IF OBJECT_ID(N'KAAS_UpdateOfficers',N'P')IS NOT NULL
DROP PROCEDURE KAAS_UpdateOfficers
GO
CREATE PROCEDURE KAAS_UpdateOfficers
(
@RecordId INT,
@Contactcode VARCHAR(6),
@OfficerCode VARCHAR(6),
@Name VARCHAR(30),
@CoSecretary BIT,
@Appointed DATETIME,
@Resigned DATETIME,
@Result BIT OUTPUT
)
AS
/*******************************************************************************************************
* This stored procedure is used to Update Officers details. *
* *
* Stored Procedure Name : [dbo].[KAAS_UpdateOfficers] *
* Copied from : [dbo].[ky_NETUpdateOfficers] *
* *
* Modification History : *
* 2019-04-13 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
IF EXISTS(SELECT TOP 1 1 FROM Officers WHERE RECORDID=@RecordId )
BEGIN
UPDATE Officers
SET CONTACTCODE = @Contactcode, CONTACTOFFICER = @OfficerCode, NAME = @Name ,
COSECRETARY = (CASE WHEN @CoSecretary = 'True' THEN 'Y' ELSE 'N' END) ,
DATEAPPOINTED = @Appointed, DATERESIGNED = @Resigned
WHERE RECORDID=@RecordId
SET @Result = 1
END
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_UpdatePinFilterMenu'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_UpdatePinFilterMenu]
END
GO
CREATE PROCEDURE [dbo].[KAAS_UpdatePinFilterMenu]
( @HandlerCode VARCHAR(50),
@PageName VARCHAR(100) = NULL,
@FilterName VARCHAR(50),
@PINFlag VARCHAR(10),
@ID INT
) AS
/*************************************************************************************************************
* *
* Update Pin Custom Filter details *
* *
* Stored Procedure : KAAS_UpdatePinFilterMenu *
* *
* *
* Modification History *
* 2020-12-31 Prabhu Created *
* 2020-01-14 Prabhu Pin Unpin and make as default *
* 2020-01-17 Prabhu Pin Unpin and make as default Bug fixed by own identification *
* *
*************************************************************************************************************/
BEGIN
UPDATE CustomFilterbyUserandPage
SET [FilterOrder] = (CASE WHEN @PINFlag = 'PIN' THEN 1 ELSE 0 END) ,
[IsDefault] = (CASE WHEN @PINFlag = 'PIN' THEN 1 ELSE 0 END)
WHERE [ID] = @ID
UPDATE CustomFilterbyUserandPage
SET [IsDefault] = 0,
[FilterOrder] = 0
WHERE ID != @ID
AND [HandlerCode] = @HandlerCode
AND [PageName] = @PageName
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_UpdateProfileGroupMembership'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_UpdateProfileGroupMembership]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_UpdateProfileGroupMembership]
(@ProfileID INT,
@groupname VARCHAR(100),
@include BIT)
AS
/****************************************************************************************************************
* Includes or Excludes a Profile from a particular Control Group
* This subsequently then goes to update all the handlers that are members of the profile.
* Stored Procedure Name : [dbo].[KAAS_UpdateProfileGroupMembership]
* Copied from : [dbo].[ky_NETSPUpdateKHProfileGroupMembership]
*
* Modification History
* 2023-04-11 Revathy.D Created (Copied from ky_NETSPUpdateKHProfileGroupMembership)
*
****************************************************************************************************************/
BEGIN
DECLARE @groupid int
SELECT @groupid = CTG.[id]
FROM [dbo].[KHCtlGroups] CTG
WHERE CTG.[GroupName] = @groupname
IF (@groupid is not null)
BEGIN
IF (@include = 1)
BEGIN
DELETE CTP
FROM [dbo].[KHCtlProfileGroups] CTP
WHERE CTP.[ProfileID] = @ProfileID
AND CTP.[groupid] = @GroupID
END
ELSE
BEGIN
INSERT
INTO [dbo].[KHCtlProfileGroups]
([ProfileID],
[GroupID])
SELECT CTPN.[ProfileID],
CTPN.[GroupID]
FROM (SELECT @ProfileID AS [ProfileID],
@GroupID AS [GroupID]) CTPN
LEFT OUTER JOIN [dbo].[KHCtlProfileGroups] CTPO
ON CTPO.[ProfileID] = CTPN.[ProfileID]
AND CTPO.[GroupID] = CTPN.[GroupID]
WHERE CTPO.[GroupID] IS NULL
END
END
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_UpdateRecentHandlerList'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_UpdateRecentHandlerList]
END
GO
CREATE PROCEDURE [dbo].[KAAS_UpdateRecentHandlerList] (
@HandlerCode VARCHAR(10),
@AccessedBy VARCHAR(10))
AS
/*******************************************************************************************************
* *
* Updates the recently selected handler by the currently logged in user *
* *
* Stored Procedure Name : [dbo].[KAAS_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'KAAS_UpdateRecentMatterList'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_UpdateRecentMatterList]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_UpdateRecentMatterList]
(@HANDLER varchar(10),
@MATTER varchar(20))
AS
/*******************************************************************************************************
* *
* *
* Stored Procedure Name : [dbo].[KAAS_UpdateRecentMatterList] *
* Copied from : [dbo].[ky_UpdateRecentMatterList] *
* *
* Modification History: *
* 2019-04-26 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
EXEC [dbo].[KAAS_SetMostRecentMatter] @HANDLER, @MATTER
END
GO
IF OBJECT_ID(N'KAAS_UpdateStrongRoomActionId', N'P') IS NOT NULL
BEGIN
DROP PROCEDURE [dbo].[KAAS_UpdateStrongRoomActionId]
END
GO
CREATE PROCEDURE [KAAS_UpdateStrongRoomActionId]
(
@ActionID INT,
@Number INT
)
/*****************************************************************************
Stored Procedure Name: [KAAS_UpdateStrongRoomActionId]
Copied From : [ky_NETUpdateStrongRoom]
Description: This sp used to Update the action id in filemanageritem table
Modification History
* 2022-03-29 Aakif KAAS file created
*****************************************************************************/
AS
BEGIN
SET NOCOUNT ON
UPDATE
FileManagerItems
SET
ActionID = @ActionID
WHERE
NUMBER = @Number
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KAAS_UpdateSubjectandAttachment',N'P')IS NOT NULL
DROP PROCEDURE KAAS_UpdateSubjectandAttachment
GO
CREATE PROCEDURE
[dbo].[KAAS_UpdateSubjectandAttachment]
(@ActionID INT,
@Text VARCHAR (MAX),
@From VARCHAR (50),
@settings CHAR (1),
@Handler NVARCHAR (10), --@Handler MUST be NVARCHAR as it's defined as such in [dbo].[UserSettings]
@SendToNewAction VARCHAR(30) = '')
AS
/******************************************************************************************************
*
* Created By :
* Date : 25MAR2015 2:37 PM
* Description: This stored procedure is used to Update subject and attachement details.
*
* Modification History
* ----------------------------------------------------------------------------------------------
* Date | Modified By | Description
* ----------------------------------------------------------------------------------------------
* 2015-02-12 Arun Change NVARCHAR to VARCHAR
* 2016-08-31 Sridharan KEYD:3793-Send to in Case Diary Attachment is closing new action and
* renaming old (Added a new parameter SendToNewAction)
* 2016-09-19 Pino Looking into KEYD-4060 I found a few minor issues with this procedure,
* it was not easy to read, and the @Text input parameter could cause
* truncation issues on the columns it's updating.
* 2019-06-05 Arun V Copied from ky_NETUpdateSubjectandAttachment
* 2021-10-06 Arun V Set Context info
******************************************************************************************************/
BEGIN
SET NOCOUNT ON;
DECLARE @HandlerBin VARBINARY(128)
SET @HandlerBin = CONVERT(VARBINARY(128), @Handler)
SET CONTEXT_INFO @HandlerBin
IF @From = 'Document Manager'
BEGIN
IF @SendToNewAction = ''
BEGIN
UPDATE [DIA]
SET [DIA].[subject] = RTRIM(CONVERT(VARCHAR(500), @Text))
FROM [dbo].[diary] [DIA]
WHERE [DIA].[ACTIONID] = @ActionID;
END
IF @settings = 'Y'
BEGIN
IF EXISTS
(SELECT TOP 1
[USS].[SettingID]
FROM [dbo].[UserSettings] [USS]
WHERE [USS].[Handler] = @Handler
AND [USS].[key] = 'DocSyncWithSubject')
BEGIN
UPDATE [USS]
SET [USS].[Value] = 'True'
FROM [dbo].[UserSettings] [USS]
WHERE [USS].[Handler] = @Handler
AND [USS].[key] = 'DocSyncWithSubject'
END
ELSE
BEGIN
INSERT
INTO [dbo].[UserSettings]
([Handler],
[Key],
[Value])
VALUES(@Handler,
'DocSyncWithSubject',
'True')
END
END
END
ELSE
IF @From = 'Case Diary'
BEGIN
UPDATE [DAT]
SET [DAT].[DOCUMENT] = RTRIM(CONVERT(VARCHAR(100), @Text))
FROM [dbo].[DiaryAttachments] [DAT]
WHERE [DAT].[DiaryID] = @ActionID
UPDATE [DIA]
SET [DIA].[SUBJECT] = RTRIM(CONVERT(VARCHAR(500), @Text))
FROM [dbo].[diary] [DIA]
WHERE [DIA].[ACTIONID] = @ActionID
IF @settings = 'Y'
BEGIN
IF EXISTS
(SELECT TOP 1
[USS].[SettingID]
FROM [dbo].[UserSettings] [USS]
WHERE [USS].[Handler] = @Handler
AND [USS].[key] = 'DocSyncWithSubject')
BEGIN
UPDATE [USS]
SET [USS].[Value] = 'True'
FROM [dbo].[UserSettings] [USS]
WHERE [USS].[Handler] = @Handler
AND [USS].[key] = 'DocSyncWithSubject'
END
ELSE
BEGIN
INSERT
INTO [dbo].[UserSettings]
([Handler],
[Key],
[Value])
VALUES(@Handler,
'DocSyncWithSubject',
'True')
END
END
END
SET NOCOUNT OFF;
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_UpdateSubjectandAttachment2'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_UpdateSubjectandAttachment2]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_UpdateSubjectandAttachment2]
(@ActionID INT,
@Text VARCHAR (MAX),
@From VARCHAR (50),
@settings CHAR (1),
@Handler NVARCHAR (10), --@Handler MUST be NVARCHAR as it's defined as such in [dbo].[UserSettings]
@SendToNewAction VARCHAR(30) = '')
AS
/******************************************************************************************************
*
* Created By :
* Date : 25MAR2015 2:37 PM
* Description: This stored procedure is used to Update subject and attachement details.
* Originally written as ky_NETUpdateSubjectandAttachment
* Had to create new version as the DocSyncWithSubject handling was completely wrong
*
* Modification History
* ----------------------------------------------------------------------------------------------
* Date | Modified By | Description
* ----------------------------------------------------------------------------------------------
* 2015-02-12 Arun Change NVARCHAR to VARCHAR
* 2016-08-31 Sridharan KEYD:3793-Send to in Case Diary Attachment is closing new action and
* renaming old (Added a new parameter SendToNewAction)
* 2016-09-19 Pino Looking into KEYD-4060 I found a few minor issues with this procedure,
* it was not easy to read, and the @Text input parameter could cause
* truncation issues on the columns it's updating.
* 2017-04-05 Pino Allow for saving No value for Setting. Blank to Reset.
* Y = use saved Sync setting, Yes picked
* N = use saved Sync setting, No picked
* = Don't use a saved Sync setting. Prompt the user.
* 2019-06-05 Arun V Copied from ky_NETUpdateSubjectandAttachment2
* 2021-10-06 Arun V Set Context info
******************************************************************************************************/
BEGIN
SET NOCOUNT ON;
DECLARE @HandlerBin VARBINARY(128)
SET @HandlerBin = CONVERT(VARBINARY(128), @Handler)
set CONTEXT_INFO @HandlerBin
IF ISNULL(@settings, '') <> 'N'
BEGIN
IF @From = 'Document Manager'
BEGIN
IF @SendToNewAction = ''
BEGIN
UPDATE [DIA]
SET [DIA].[subject] = RTRIM(CONVERT(VARCHAR(500), @Text))
FROM [dbo].[diary] [DIA]
WHERE [DIA].[ACTIONID] = @ActionID;
END
END
ELSE
IF @From = 'Case Diary'
BEGIN
UPDATE [DAT]
SET [DAT].[DOCUMENT] = RTRIM(CONVERT(VARCHAR(100), @Text))
FROM [dbo].[DiaryAttachments] [DAT]
WHERE [DAT].[DiaryID] = @ActionID
UPDATE [DIA]
SET [DIA].[SUBJECT] = RTRIM(CONVERT(VARCHAR(500), @Text))
FROM [dbo].[diary] [DIA]
WHERE [DIA].[ACTIONID] = @ActionID
END
END
IF @settings = 'Y'
BEGIN
IF EXISTS
(SELECT TOP 1
[USS].[SettingID]
FROM [dbo].[UserSettings] [USS]
WHERE [USS].[Handler] = @Handler
AND [USS].[key] = 'DocSyncWithSubject')
BEGIN
UPDATE [USS]
SET [USS].[Value] = 'True'
FROM [dbo].[UserSettings] [USS]
WHERE [USS].[Handler] = @Handler
AND [USS].[key] = 'DocSyncWithSubject'
END
ELSE
BEGIN
INSERT
INTO [dbo].[UserSettings]
([Handler],
[Key],
[Value])
VALUES(@Handler,
'DocSyncWithSubject',
'True')
END
IF EXISTS
(SELECT TOP 1
[USS].[SettingID]
FROM [dbo].[UserSettings] [USS]
WHERE [USS].[Handler] = @Handler
AND [USS].[key] = 'DocSyncWithSubjectYesNo')
BEGIN
UPDATE [USS]
SET [USS].[Value] = 'True'
FROM [dbo].[UserSettings] [USS]
WHERE [USS].[Handler] = @Handler
AND [USS].[key] = 'DocSyncWithSubjectYesNo'
END
ELSE
BEGIN
INSERT
INTO [dbo].[UserSettings]
([Handler],
[Key],
[Value])
VALUES(@Handler,
'DocSyncWithSubjectYesNo',
'True')
END
END
ELSE IF @settings = 'N'
BEGIN
IF EXISTS
(SELECT TOP 1
[USS].[SettingID]
FROM [dbo].[UserSettings] [USS]
WHERE [USS].[Handler] = @Handler
AND [USS].[key] = 'DocSyncWithSubject')
BEGIN
UPDATE [USS]
SET [USS].[Value] = 'True'
FROM [dbo].[UserSettings] [USS]
WHERE [USS].[Handler] = @Handler
AND [USS].[key] = 'DocSyncWithSubject'
END
ELSE
BEGIN
INSERT
INTO [dbo].[UserSettings]
([Handler],
[Key],
[Value])
VALUES(@Handler,
'DocSyncWithSubject',
'True')
END
IF EXISTS
(SELECT TOP 1
[USS].[SettingID]
FROM [dbo].[UserSettings] [USS]
WHERE [USS].[Handler] = @Handler
AND [USS].[key] = 'DocSyncWithSubjectYesNo')
BEGIN
UPDATE [USS]
SET [USS].[Value] = 'False'
FROM [dbo].[UserSettings] [USS]
WHERE [USS].[Handler] = @Handler
AND [USS].[key] = 'DocSyncWithSubjectYesNo'
END
ELSE
BEGIN
INSERT
INTO [dbo].[UserSettings]
([Handler],
[Key],
[Value])
VALUES(@Handler,
'DocSyncWithSubjectYesNo',
'False')
END
END
ELSE
BEGIN
IF EXISTS
(SELECT TOP 1
[USS].[SettingID]
FROM [dbo].[UserSettings] [USS]
WHERE [USS].[Handler] = @Handler
AND [USS].[key] = 'DocSyncWithSubject')
BEGIN
UPDATE [USS]
SET [USS].[Value] = 'False'
FROM [dbo].[UserSettings] [USS]
WHERE [USS].[Handler] = @Handler
AND [USS].[key] = 'DocSyncWithSubject'
END
ELSE
BEGIN
INSERT
INTO [dbo].[UserSettings]
([Handler],
[Key],
[Value])
VALUES(@Handler,
'DocSyncWithSubject',
'False')
END
IF EXISTS
(SELECT TOP 1
[USS].[SettingID]
FROM [dbo].[UserSettings] [USS]
WHERE [USS].[Handler] = @Handler
AND [USS].[key] = 'DocSyncWithSubjectYesNo')
BEGIN
UPDATE [USS]
SET [USS].[Value] = 'False'
FROM [dbo].[UserSettings] [USS]
WHERE [USS].[Handler] = @Handler
AND [USS].[key] = 'DocSyncWithSubjectYesNo'
END
ELSE
BEGIN
INSERT
INTO [dbo].[UserSettings]
([Handler],
[Key],
[Value])
VALUES(@Handler,
'DocSyncWithSubjectYesNo',
'False')
END
END
SET NOCOUNT OFF;
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_UpdateTemplateActions'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_UpdateTemplateActions]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_UpdateTemplateActions]
(@ACTIONCODE VARCHAR(15),
@DESC VARCHAR(100),
@WKTCODE VARCHAR(4),
@ACTTYPE VARCHAR(1),
@Actioncategory VARCHAR(1),
@STATUS VARCHAR(3),
@PROCESSTYPE VARCHAR(1),
@PUBLISHER VARCHAR(1),
@UPDATEFIELD VARCHAR(30),
@UPDATEVALUE VARCHAR(255),
@HIGHLIGHTED VARCHAR(1),
@MILESTONETYPE VARCHAR(12),
@PRIORITY VARCHAR(6),
@NEXTACTIONOPTIONAL VARCHAR(1),
@BILLABLE VARCHAR(1),
@EMAIL VARCHAR(1),
@BILLDESCRIPTION VARCHAR(150),
@AssignActionTo VARCHAR(1),
@ASSIGNHANDLER VARCHAR(10),
@AssignTeamActionTo VARCHAR(1),
@ASSIGNTEAM VARCHAR(10),
@ChargeValue VARCHAR(9),
@Arrangement VARCHAR(3),
@ChargeInterest VARCHAR(1),
@Description VARCHAR(100),
@AutoPopulate VARCHAR(1),
@RequiredAction VARCHAR(1),
@AuthorisationRequired VARCHAR(1),
@Authby VARCHAR(10),
@ConfirmByPW VARCHAR(1),
@InsertStatus VARCHAR(10),
@Flag TINYINT,
@HoldCasePlan VARCHAR(1),
@KYC VARCHAR(1),
@CreateAsCompleted BIT = NULL)
AS
/***********************************************************************************************
* This procedure is used to FETCH Work Type by Action code. *
* *
* Stored Procedure Name : [dbo].[KAAS_UpdateTemplateActions] *
* Copied from : [dbo].[Ky_NetUpdateTemplateActions] *
* *
* Modification History : *
* 2019-04-12 Nithyanandham M Created *
* 2024-01-19 Vignesh M Modified Default parameter added in CreateAsCompleted *
***********************************************************************************************/
BEGIN
SET NOCOUNT ON
IF RTRIM(ISNULL(@DESC, '')) = ''
BEGIN
SET @DESC = RTRIM(ISNULL(@Description, ''))
END
IF RTRIM(ISNULL(@Description, '')) = ''
BEGIN
SET @Description = RTRIM(ISNULL(@DESC, ''))
END
IF RTRIM(@Description) <> RTRIM(@DESC)
BEGIN
SET @Description = RTRIM(@DESC)
END
IF (@InsertStatus = 'True')
BEGIN
/*Insert Missing Action Work Types Starts*/
IF NOT EXISTS (SELECT TOP 1 1 FROM ActionWorkTypes WHERE WorkType=@WKTCODE AND ACTIONCODE=@ACTIONCODE)
BEGIN
DECLARE @ActionWorkType as INT
;WITH T
AS (SELECT
SEQ,
Row_number() OVER (ORDER BY SEQ) AS RN
FROM
ActionWorkTypes
WHERE
WORKTYPE = @WKTCODE)
UPDATE
T
SET
SEQ = RN
SET @ActionWorkType = (SELECT ISNULL(MAX(SEQ)+1,1) FROM ActionWorkTypes WHERE WORKTYPE=@WKTCODE)
INSERT INTO ActionWorkTypes
(
WORKTYPE
,ACTIONCODE
,SEQ
)
VALUES
(
@WKTCODE
,@ACTIONCODE
,@ActionWorkType
)
END
/*Insert Missing Action Work Types Ends*/
IF NOT EXISTS
(SELECT TOP 1 1
FROM [dbo].[TemplateActions] TAC
WHERE [TAC].[ACTIONCODE] = @ACTIONCODE)
BEGIN
INSERT
INTO [dbo].[TemplateActions]
([ACTIONCODE],
[DESC],
[WKTCODE],
[ACTTYPE],
[actioncategory],
[STATUS],
[PROCESSTYPE],
[PUBLISHER],
[UPDATEFIELD],
[UPDATEVALUE],
[HIGHLIGHTED],
[MILESTONETYPE],
[PRIORITY],
[NEXTACTIONOPTIONAL],
[BILLABLE],
[EMAIL],
[BILLDESCRIPTION],
[AssignActionTo],
[ASSIGNHANDLER],
[AssignTeamActionTo],
[ASSIGNTEAM],
[ChargeValue],
[Arrangement],
[ChargeInterest],
[Description],
[AutoPopulate],
[RequiredAction],
[AuthorisationRequired],
[Authby],
[ConfirmByPW],
[Flag],
[HoldCasePlan],
[KYC],
[CreateAsCompleted])
VALUES(@ACTIONCODE,
@DESC,
@WKTCODE,
@ACTTYPE,
@Actioncategory,
@STATUS,
@PROCESSTYPE,
@PUBLISHER,
@UPDATEFIELD,
@UPDATEVALUE,
@HIGHLIGHTED,
@MILESTONETYPE,
@PRIORITY,
@NEXTACTIONOPTIONAL,
@BILLABLE,
@EMAIL,
@BILLDESCRIPTION,
@AssignActionTo,
@ASSIGNHANDLER,
@AssignTeamActionTo,
@ASSIGNTEAM,
@ChargeValue,
@Arrangement,
@ChargeInterest,
@Description,
@AutoPopulate,
@RequiredAction,
@AuthorisationRequired,
@Authby,
@ConfirmByPW,
@Flag,
@HoldCasePlan,
@KYC,
@CreateAsCompleted)
EXEC [dbo].[Ky_NetAssignTemplateAction] @WKTCODE, @ACTIONCODE
SELECT 'True'
END
ELSE
BEGIN
SELECT 'False'
END
END
ELSE
BEGIN
UPDATE [TAC]
SET [TAC].[DESC] = @DESC,
[TAC].[Description] = @Description,
[TAC].[WKTCODE] = @WKTCODE,
[TAC].[ACTTYPE] = @ACTTYPE,
[TAC].[actioncategory] = @actioncategory,
[TAC].[STATUS] = @STATUS,
[TAC].[PROCESSTYPE] = @PROCESSTYPE,
[TAC].[PUBLISHER] = @PUBLISHER,
[TAC].[UPDATEFIELD] = @UPDATEFIELD,
[TAC].[HIGHLIGHTED] = @HIGHLIGHTED,
[TAC].[MILESTONETYPE] = @MILESTONETYPE,
[TAC].[PRIORITY] = @PRIORITY,
[TAC].[NEXTACTIONOPTIONAL] = @NEXTACTIONOPTIONAL,
[TAC].[BILLABLE] = @BILLABLE,
[TAC].[AssignActionTo] = @AssignActionTo,
[TAC].[ASSIGNHANDLER] = @ASSIGNHANDLER,
[TAC].[AssignTeamActionTo] = @AssignTeamActionTo,
[TAC].[ASSIGNTEAM] = @ASSIGNTEAM,
[TAC].[ChargeValue] = @ChargeValue,
[TAC].[Arrangement] = @Arrangement,
[TAC].[ChargeInterest] = @ChargeInterest,
[TAC].[AutoPopulate] = @AutoPopulate,
[TAC].[RequiredAction] = @RequiredAction,
[TAC].[AuthorisationRequired] = @AuthorisationRequired,
[TAC].[Authby] = @Authby,
[TAC].[ConfirmByPW] = @ConfirmByPW,
[TAC].[Flag] = @Flag,
[TAC].[HoldCasePlan] = @HoldCasePlan,
[TAC].[KYC] = @KYC,
[TAC].[CreateAsCompleted] = @CreateAsCompleted
FROM [dbo].[TemplateActions] [TAC]
WHERE [TAC].[ACTIONCODE] = @ACTIONCODE
SELECT 'True'
END
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_UpdateTimeDayBook'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_UpdateTimeDayBook]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_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].[KAAS_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].[KAAS_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'KAAS_UpdateTimeDayBookMatter'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_UpdateTimeDayBookMatter]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_UpdateTimeDayBookMatter]
(@FEE VARCHAR(10),
@Matter VARCHAR(20),
@RecordID INT)
AS
/***********************************************************************************************************************
* Updates Matter Code on Time Day Book *
* *
* Stored procedure name : KAAS_UpdateTimeDayBookMatter *
* Copied from : [dbo].[Ky_NetUpdateTimeDayBookMatter] *
* *
* Compatibility information - PLEASE update older versions if necessary to ensure the compatible software *
* remains fully functional *
* ************************************************************************************************************* *
* * * *
* * Supersedes: - * *
* * Original: - * *
* * First compatible version: - * *
* * Last compatible software version: - * *
* * Superseded by: - * *
* * * *
* ************************************************************************************************************* *
* *
* Modification History *
* ?????????? ??????????? Created *
* 2015-02-18 Pino Carafa Make @MATTER VARCHAR(20) instead of NVARCHAR(15) *
* 2015-09-23 Suriya Mohan KEYD - 4084 - Urgent: If the matter is setup with charge, *
* then if you select that matter to a blank timer *
* it's saving as "Time" instead of "Charge" *
* 2015-09-23 Pino Carafa KEYD = 4086 - Whatever is in the [BillingMethod] of the selected *
* matter, [TimeOrCharge] can only contain either 'C' or 'T' *
* 2015-09-24 Arun Vasu Revert the changes, made by suriya. *
* This causes double entry for blank matter. *
* Ref: http://jira1.dsrc.in:8080/browse/KEYD-4085 *
* 2019-03-14 Pino Carafa Add the selected Matter to the Recent Matter list. *
* In order to avoid potential issues with the "current matter", we'll add it *
* to the second position, keeping the actual Current Matter in the first *
* place. Also, please note that this SP might be called by somebody updating *
* for somebody else's Day Book, so this SP must update the Recent Matter *
* LIST the LOGGED IN Handler, NOT the one who happens to own the TDB *
* entry being updated. *
* 2019-08-30 Pino Carafa Code to get the Current Matter is incorrect. *
* It must be the MOST RECENT one *
* 2019-09-12 Pino Carafa Reinstate code to leave Most Recent Matter unchanged. Include UniqueID *
* in the ORDER BY so that if GetDate() returns the same value for the two *
* calls to [dbo].[ky_NETPSetMostRecentMatter] it will still work as intended *
* 2019-11-07 Vinodhan Created KAAS_UpdateTimeDayBookMatter *
* FEE will be fetched from web API using IdentityUser that has the logged in user info *
***********************************************************************************************************************/
BEGIN
DECLARE @CurrentMatter VARCHAR(20)
IF RTRIM(ISNULL(@FEE, '')) <> ''
BEGIN
SELECT TOP 1
@CurrentMatter = [RML].[MATTER]
FROM [dbo].[RecentMatterList] [RML]
WHERE [RML].[FEE] = @FEE
ORDER BY [RML].[UniqueID] DESC
END
UPDATE [TDB]
SET [TDB].[MATTER] = @Matter,
[TDB].[NCCCODE] = NULL
FROM [dbo].[TimeDayBook] [TDB]
WHERE [TDB].[RECORDID] = @RecordID
IF (RTRIM(ISNULL(@Matter, '')) <> '')
AND (RTRIM(ISNULL(@CurrentMatter, '')) <> RTRIM(ISNULL(@Matter, '')))
BEGIN
EXEC [dbo].[KAAS_SetMostRecentMatter] @FEE, @Matter --Make sure the matter is added to the Recent Matter List
-- Pino 2019-08-30 found this statement commented out, so I'm not going to touch it. BUT this means that the functionality
-- described in my comment of 2019-03-14 to make sure the Current Matter stays as is is not currently active. As we have
-- had no recent complaints about how this works I am going to leave As Is.
-- Pino 2019-09-12 KEYD-5806 - I reckon the next line was commented out due to the issue I corrected on 2019-08-30
-- With this issue corrected it should now work as intended. So I am reinstating next line.
EXEC [dbo].[KAAS_SetMostRecentMatter] @FEE, @CurrentMatter -- ... but don't change the actual "current matter"
END
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_UpdateTimeEntry'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_UpdateTimeEntry]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_UpdateTimeEntry]
(@RecordID INT,
@Date DATETIME,
@Time INT,
@Rate DECIMAL(10,2),
@Task VARCHAR(6),
@IsChargeable VARCHAR(3),
@Comment VARCHAR(1000),
@Handler VARCHAR(10),
@User NVARCHAR(128))
AS
/*******************************************************************************************************
* Get the data of a TimeEntry record page. *
* *
* Stored Procedure Name : [dbo].[KAAS_UpdateTimeEntry] *
* Copied from : [dbo].[ky_NETUpdateTimeEntry] *
* *
* Modification History: *
* 2015-02-12 Pino Change NVARCHAR to VARCHAR *
* rate is 10, 2 *
* comment can be up to 1000 chars. *
* 2015-09-17 John G. Round up units *
* 2015-11-12 Pino KEYD - 2894 - Log user data and timestamp *
* 2015-11-12 John No longing logging an entry if it was "edited" without any changes made *
* 2016-06-09 Suriya KEYD-3622-Editing a Time Entry in the time ledger *
* 2016-06-09 Suriya KEYD-3595-URGENT: Please review a number of recently *
created Stored Procedures and FunctionsV *
* 2019-07-24 Vinodhan K Created ) *
*******************************************************************************************************/
BEGIN
-- Check if anything changed. If not then exit
IF EXISTS(
SELECT TOP 1
TIE.[RecordID]
FROM [dbo].[TimeEntry] AS [TIE]
WHERE
TIE.[RecordID] = @RecordID AND
TIE.[Date] = @Date AND
TIE.[Time] = @Time AND
TIE.[Rate] = @Rate AND
TIE.[Task] = @Task AND
TIE.[Rec_Irr] = @IsChargeable AND
RTRIM(TIE.[Comment]) COLLATE Latin1_General_BIN = RTRIM(@Comment) COLLATE Latin1_General_BIN)
BEGIN
RETURN
END
SET @Handler = RTRIM(ISNULL(@Handler, ''))
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 @Handler <> ''
BEGIN
SET @NCOMMAND = @NCOMMAND + N',
@Handler'
END
IF @User <> ''
BEGIN
SET @NCOMMAND = @NCOMMAND + N',
@User'
END
SET @NCOMMAND = @NCOMMAND + N'
FROM [dbo].[TimeEntry] [TIE]
WHERE [TIE].[RecordID] = @RecordID'
EXEC sp_executesql @NCOMMAND, N'@RecordID INT, @Handler VARCHAR(10), @User NVARCHAR(128)', @RecordID, @Handler, @User
DECLARE @MatterCode VARCHAR(20)
DECLARE @TYPE VARCHAR(1)
SELECT @TYPE = TIE.[TimeOrCharge],
@MatterCode = TIE.[Matter]
FROM [dbo].[TimeEntry] TIE
WHERE RECORDID = @RecordID
DECLARE @CHARGE DECIMAL(10, 2)
/************************************
* John - Recalculating units Start *
************************************/
DECLARE @ISSAM4 BIT
DECLARE @UNITS DECIMAL(11, 2)
DECLARE @ROUNDUPUNITS BIT
DECLARE @TUTNUMVALUE DECIMAL(17, 2)
SET @ISSAM4 = [dbo].[ISSAM4]()
SET @ROUNDUPUNITS = 0
SELECT @ROUNDUPUNITS = [SET].[KeyValue]
FROM [dbo].[Settings] [SET]
WHERE [SET].[KeyName] = 'RoundupUnits'
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
IF @Time >= 0
BEGIN
SET @UNITS = Ceiling(CONVERT(FLOAT, @Time) / CONVERT(FLOAT, @TUTNUMVALUE))
END
ELSE
BEGIN
SET @UNITS = -Ceiling(CONVERT(FLOAT, -@Time) / CONVERT(FLOAT, @TUTNUMVALUE))
END
SET @Time = @UNITS * @TUTNUMVALUE
/**********************************
* John - Recalculating units END *
**********************************/
SET @CHARGE = CASE @TYPE
WHEN 'C' THEN @Rate
ELSE @Rate * (@Time / 60.0) END
UPDATE TIE
SET TIE.[DATE] = @Date,
TIE.[TIME] = @Time,
TIE.[Task] = @Task,
TIE.[RATE] = @Rate,
TIE.[CHARGE] = @CHARGE,
TIE.[Units] = @UNITS,
TIE.[COMMENT] = @Comment,
TIE.[REC_IRR] = @IsChargeable
FROM [dbo].[TimeEntry] TIE
WHERE TIE.[RecordID] = @RecordID
EXEC [dbo].[ky_WDUpdateMatterTimeBalance] @MatterCode
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_UpdateTimeEntryFromDayBook'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_UpdateTimeEntryFromDayBook]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_UpdateTimeEntryFromDayBook]
(@HANDLER VARCHAR(10),
@UPDByHandler VARCHAR(10),
@User NVARCHAR(128))
AS
/*******************************************************************************************************
* Update TimeEntry values *
* *
* Stored Procedure Name : [dbo].[KAAS_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 OBJECT_ID(N'KAAS_UpdateWorkActionType',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_UpdateWorkActionType]
GO
CREATE PROCEDURE
[dbo].[KAAS_UpdateWorkActionType]
(@MatterCode VARCHAR(20),
@CasePlan VARCHAR(5))
AS
/*******************************************************************************************************
* This procedure is used to update work Action type based on Matter Code AND Case plan *
* *
* Stored Procedure Name : [dbo].[KAAS_UpdateWorkActionType] *
* Copied from : [dbo].[ky_NETMATUpdateWorkActionType] *
* *
* Modification History : *
* 2019-04-12 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
INSERT
INTO [dbo].[CaseUDFAnswers]
([CASECODE],
[UDFFILE],
[UDFNAME],
[SEQNO],
[DateValue],
[NumberValue],
[ForCopy],
[TEXT1])
SELECT x.[MatterCode],
x.[UDFILE],
x.[UDFName],
x.[UDSEQ],
x.[UDFDate],
x.[NumberValue],
x.[ForCopy],
x.[Text1]
FROM ( SELECT @MatterCode As [MatterCode],
UTWT.[UDFILE],
UTWT.[UDUVCODE] AS [UDFName],
MIN(UTWT.[UDSEQ]) AS [UDSEQ],
NULL AS [UDFDate],
0 AS [NumberValue],
NULL AS [ForCopy],
NULL AS [Text1]
FROM [dbo].[UDFTemplatesWorkTypes] UTWT
WHERE UTWT.[UDWKCODE] = @CasePlan
GROUP BY UTWT.[UDFILE],
UTWT.[UDUVCODE]) x
LEFT OUTER JOIN [dbo].[CaseUDFAnswers] CA
ON CA.[CASECODE] = x.[MatterCode]
AND CA.[UDFFILE] = x.[UDFILE]
AND CA.[UDFNAME] = x.[UDFName]
WHERE CA.[CASECODE] IS NULL
ORDER BY X.[UDSEQ]
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_UserCanPostTime'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_UserCanPostTime]
END
GO
CREATE PROCEDURE [dbo].[KAAS_UserCanPostTime](
@MATTER VARCHAR(20),
@HANDLER VARCHAR(20),
@RECORDID VARCHAR(20)
)
AS
/*******************************************************************************************************
* Please look at [dbo].[KAAS_FN_UserCanPostTime] for details on how the function works, *
* as this is just a wrapper procedure which calls the function. *
* *
* Stored Procedure Name : [dbo].[KAAS_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].[KAAS_FN_UserCanPostTime](@MATTER, @HANDLER, @ID), 0) AS [CODE]
END
GO
IF OBJECT_ID(N'KAAS_ValidateContactsCode',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_ValidateContactsCode]
GO
CREATE PROCEDURE
[dbo].[KAAS_ValidateContactsCode]
(@Code VARCHAR(20))
AS
/*******************************************************************************************************
* This procedure is used to check the contact already exists or not in *
* current client details -> corporate Page.. *
* *
* Stored Procedure Name : [dbo].[KAAS_ValidateContactsCode] *
* Copied from : [dbo].[ky_NETValidateContactsCode] *
* *
* Modification History : *
* 2019-04-13 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
IF EXISTS(SELECT 1
FROM
[dbo].[Contacts] C
WHERE
C.[Code] = @Code)
BEGIN
SELECT
C.Name
FROM
[dbo].[Contacts] C
WHERE
C.Code = @Code
END
ELSE
BEGIN
SELECT '0' AS [Description]
END
SET NOCOUNT OFF
END
GO
--Drop this. Incorrect naming convention
IF EXISTS (SELECT TOP 1 1 FROM sys.objects WHERE object_id = OBJECT_ID(N'[dbo].[spValidateEnteredActionCode]') AND type in (N'P', N'PC'))
DROP PROCEDURE [dbo].[spValidateEnteredActionCode]
GO
IF EXISTS (SELECT TOP 1 1 FROM sys.objects WHERE object_id = OBJECT_ID(N'[dbo].[KAAS_ValidateEnteredActionCode]') AND type in (N'P', N'PC'))
DROP PROCEDURE [dbo].[KAAS_ValidateEnteredActionCode]
GO
/****** Object: StoredProcedure [dbo].[KAAS_ValidateEnteredActionCode] Script Date: 04/11/2019******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE PROCEDURE
[dbo].[KAAS_ValidateEnteredActionCode]
(@ActionCode AS VARCHAR(20))
AS
/*******************************************************************************************************
* Checks that the entered Action Code is valid and returns the Description *
* *
* Stored Procedure Name : [dbo].[KAAS_ValidateEnteredActionCode] *
* Copied from : [dbo].[ky_NETSPValidateEnteredActionCode] *
* *
* Modification History : *
* 2019-04-11 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
IF EXISTS(SELECT 1 FROM [dbo].[TemplateActions] TAC WHERE TAC.[ActionCode] = @ActionCode)
SELECT
TAC.[DESC]
FROM
[dbo].[TemplateActions] TAC
WHERE
TAC.[ACTIONCODE] = @ActionCode
ELSE
SELECT 0
END
GO
IF OBJECT_ID(N'KAAS_ValidateEnteredCase',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_ValidateEnteredCase]
GO
CREATE PROCEDURE
[dbo].[KAAS_ValidateEnteredCase]
(@Code VARCHAR(20))
AS
/*******************************************************************************************************
* This procedure is used fetch the data for add action Page. *
* *
* Stored Procedure Name : [dbo].[KAAS_ValidateEnteredCase] *
* Copied from : [dbo].[ky_NETValidateEnteredCase] *
* *
* Modification History : *
* 2019-04-11 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
IF EXISTS(SELECT 1
FROM [dbo].[Matters] MAT
WHERE MAT.[Code] = @Code
AND MAT.[Closed] = 'N' )
BEGIN
SELECT MAT.[Description]
FROM [dbo].[Matters] MAT
WHERE MAT.[Code] = @Code
AND MAT.[Closed] = 'N'
END
ELSE
BEGIN
SELECT '0' AS [Description]
END
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = 'KAAS_ValidateHandlerByCode'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_ValidateHandlerByCode]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_ValidateHandlerByCode]
(@Handler NVARCHAR(30))
AS
/*********************************************************************************************************************
*
* Checks the availability of HANDLER based on handler code and E-mail ID
*
* Stored Procedure : KAAS_ValidateHandlerByCode
*
* Created By : Prabhu.V
*
* Modification History
* 2020-07-23 Prabhu Created KAAS_ValidateHandlerByCode
*
*********************************************************************************************************************/
BEGIN
SELECT [Code],
[Email],
[PhoneNumber]
FROM DBO.[Handlers]
WHERE [Code] like '%' + @Handler + '%'
OR [Email] like '%' + @Handler + '%'
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_WizFetchContactCode'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_WizFetchContactCode]
END
GO
CREATE PROCEDURE KAAS_WizFetchContactCode
(@ClientCodePrefix VARCHAR(10),
@Result VARCHAR(10) OUTPUT,
@Error VARCHAR(100) OUTPUT)
AS
/*******************************************************************************************************
* Description: This procedure generates client code AS per the settings in *
* Table : Control *
* Column : AutoAlphaClientNumbering. *
* *
* Stored Procedure Name : [dbo].[KAAS_WizFetchContactCode] *
* Copied from : [dbo].[ky_NETWizFetchContactCode] *
* *
* Modification History : *
* 2019-04-12 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
DECLARE @IsClientCodeAutoGen BIT
DECLARE @MaxClientCode INT
DECLARE @NewNumber INT
DECLARE @NewSuffix VARCHAR(10)
DECLARE @AutoClientCode VARCHAR(20)
DECLARE @PrefixCode VARCHAR(10)
SET @PrefixCode = '0000000000'
SET @AutoClientCode = (SELECT ISNULL(AUTONUMBER,'N') from [control] )
-- Get the maximum length of the Client Code. Read Settings first...
SELECT @MaxClientCode = [SET].[KeyValue]
FROM [dbo].[Settings] [SET]
WHERE [SET].[KeyName] = 'MaxClCode'
-- ... and default if not present. 8 for SAM4, 6 for SAM3
IF (@MaxClientCode IS NULL)
BEGIN
IF ([dbo].[ISSAM4]() = 0)
BEGIN
SET @MaxClientCode = 6
END
ELSE
BEGIN
SET @MaxClientCode = 8
END
END
IF(@AutoClientCode='N')
BEGIN
-- Trim the prefix
SELECT @ClientCodePrefix = RTRIM(ISNULL(@ClientCodePrefix, ''))
-- Truncate the prefix if it's too long
IF (LEN(@ClientCodePrefix) > @MaxClientCode)
BEGIN
SET @ClientCodePrefix = SUBSTRING(@ClientCodePrefix, 1, @MaxClientCode)
END
-- Find out how to pad the Client Code. Either add a number, or pad with blanks.
-- Default 1 - Add a number
SET @IsClientCodeAutoGen = 1
-- Read from [dbo].[Control]. Value should be 'Y', translating to 1 or 'N' translating to 0.
-- default value is 1 ('Y'), so anything other than an explicit 'N' will be read as 'Y'
SELECT @IsClientCodeAutoGen = CASE WHEN ISNULL(CTL.[AutoAlphaClientNumbering], 'Y') = 'N' THEN 0 ELSE 1 END
FROM [dbo].[Control] CTL
IF (@IsClientCodeAutoGen = 1)
BEGIN
-- Get all the contacts that have a numeric suffix for the Prefix that was passed in, and get the largest one in order to
-- increment by one.
-- Added CONVERT(INT) here to give us numerically largest value - John
-- Added a PATINDEX() to make sure we don't have any non-numeric characters that pass ISNUMERIC()
SELECT @NewNumber = ISNULL(MAX(CONVERT(INT, NUF.[SUF])), 0) + 1
FROM (SELECT SUBSTRING(CON.[Code], LEN(@ClientCodePrefix) + 1, LEN([Code]) - LEN(@ClientCodePrefix)) AS [SUF]
FROM [dbo].[Contacts] CON
WHERE CON.[Code] LIKE @ClientCodePrefix + '%'
AND ISNUMERIC(SUBSTRING(CON.[Code], LEN(@ClientCodePrefix) + 1, LEN([Code]) - LEN(@ClientCodePrefix))) = 1
AND PATINDEX('%[\,.$£€+-\D\E]%', SUBSTRING(CON.[Code], LEN(@ClientCodePrefix) + 1, LEN([Code]) - LEN(@ClientCodePrefix))) = 0) NUF
-- Pad new suffix with zeros
SET @NewSuffix = SUBSTRING(CONVERT(VARCHAR(11), CONVERT(BIGINT, POWER(CONVERT(BIGINT, 10), @MaxClientCode)) + @NewNumber), 2, @MaxClientCode)
-- Because we truncated the Prefix if it's too long we can now be sure that the prefix is at most as long as @MaxClientCode, so we can easily append
-- the suffix to the prefix:
SET @NewSuffix = @ClientCodePrefix + SUBSTRING(@NewSuffix, LEN(@ClientCodePrefix) + 1, @MaxClientCode - LEN(@ClientCodePrefix))
END
ELSE
BEGIN
SET @NewSuffix = SUBSTRING(@ClientCodePrefix + ' ', 1, @MaxClientCode)
END
END
ELSE
BEGIN
DECLARE @NextClientNo INT
IF [dbo].[ISSAM4]() = 1
BEGIN
DECLARE @NCOMMAND NVARCHAR(MAX)
SET @NCOMMAND = N'SELECT @NextClientNo = CONVERT(INT, CTN.[NumValue])
FROM [dbo].[CtrlNum] CTN
WHERE CTN.[Code] = ''NextClientNo'''
EXEC sp_executesql @NCOMMAND, N'@NextClientNo INT OUTPUT', @NextClientNo OUTPUT
END
IF @NextClientNo IS NOT NULL
WHILE EXISTS
(SELECT TOP 1 1
FROM [dbo].[Contacts] CNT
WHERE CASE WHEN ISNUMERIC(CNT.[Code]) = 0
THEN 0
ELSE CONVERT(INT, CONVERT(FLOAT, CNT.[CODE])) END = @NextClientNo)
BEGIN
SET @NextClientNo = @NextClientNo + 1
END
IF (@NextClientNo IS NOT NULL)
BEGIN
SET @NewSuffix = SUBSTRING(CONVERT(VARCHAR(10), POWER(10, @MaxClientCode) + @NextClientNo), 2, @MaxClientCode)
END
ELSE
BEGIN
SELECT @NewSuffix = SUBSTRING(CONVERT(VARCHAR(10), CASE WHEN NCC.[NewContactNo] >= NCL.[NewClientNo]
THEN NCC.[NewContactNo]
ELSE NCL.[NewClientNo] END), 2, @MaxClientCode)
FROM (SELECT POWER(10, @MaxClientCode) + ISNULL(MAX(CONVERT(INT, CON.[CODE])), 0) + 1 AS [NewContactNo]
FROM [dbo].[Contacts] CON
WHERE ISNUMERIC(CON.[CODE]) = 1
AND CHARINDEX('D',con.[code])=0
AND CHARINDEX('E',con.[Code])=0
AND CHARINDEX(',',con.[Code])=0
AND CHARINDEX('.', CON.[CODE]) = 0) NCC
CROSS APPLY (SELECT POWER(10, @MaxClientCode) + ISNULL(MAX(CONVERT(INT, CLT.[CLCODE])), 0) + 1 AS [NewClientNo]
FROM [dbo].[client] CLT
WHERE ISNUMERIC(CLT.[CLCODE]) = 1
AND CHARINDEX('D',CLT.[CLCODE])=0
AND CHARINDEX('E',CLT.[CLCODE])=0
AND CHARINDEX(',',CLT.[CLCODE])=0
AND CHARINDEX('.', CLT.[CLCODE]) = 0) NCL
END
END
IF EXISTS
(SELECT TOP 1 1
FROM [dbo].[client] CLT
WHERE RTRIM(CLT.[CLCODE]) = RTRIM(@NewSuffix))
BEGIN
SET @Result = '0'
SET @Error = 'Client Code ''' + RTRIM(@NewSuffix) + ''' is already in use'
END
ELSE
BEGIN
IF(LEN(@NewSuffix)<=@MaxClientCode )
BEGIN
SET @Result = @NewSuffix
SET @Error = '0'
END
ELSE
BEGIN
SET @Result = '0'
SET @Error = 'Client Code length exceed the maximum limit, Auto Client code cannot be generate.'
END
END
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KAAS_WizFetchMatterWizardData',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_WizFetchMatterWizardData]
GO
CREATE PROCEDURE [dbo].[KAAS_WizFetchMatterWizardData]
(
@LoginHandlerCode VARCHAR(20) ,
@SearchText VARCHAR(4000) = '',
@PageSize INT = NULL
)
AS
/*******************************************************************************************************
* This will load the following data's for new case wizard, *
* 1. Client contacts, *
* 2. Fee Earners List, *
* 3. Handlers *
* 4. Departments, *
* 5. Work Types, *
* 6. Case Plan *
* *
* Stored Procedure Name : [dbo].[KAAS_WizFetchMatterWizardData] *
* Copied from : NA *
* *
* Modification History: *
* 2019-04-23 Vinodhan K Created *
* 2021-07-13 Balamurugan C Modified-Include Retired condition for branch *
* 2022-06-10 Sadiq Added COndition to get only Page size records when page size is Passed *
* 2022-10-20 Ghayathri.S.V Modified-Included PageNumber as the input parameter to
KAAS_GetContactsByHandlerPrivilege *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
--SELECT
-- RTRIM(LTRIM([Code])) AS Code
-- , RTRIM(LTRIM([Name])) AS Name
-- , RTRIM(LTRIM([Address])) AS [Address]
--FROM
-- Contacts
--WHERE
-- ISNULL([Code],'') IN
-- (
-- EXEC ( KAAS_GetContactsByHandlerPrivilege @LoginHandlerCode)
-- )
DECLARE @PageNumber INT;
SET @PageNumber = 1;
EXEC KAAS_GetContactsByHandlerPrivilege @LoginHandlerCode,@SearchText,@PageSize,@PageNumber
SELECT RTRIM([Code]) AS Code,
RTRIM(ISNULL([Name],'')) AS FeeEarners
FROM Feeearnercodes
WHERE Retired <> 'Y'
SELECT RTRIM([Code]) AS Code,
RTRIM([Name]) AS Partners
FROM Handlers
WHERE [TYPE] ='P' AND [RETIRED] <> 'Y'
SELECT RTRIM([Code]) AS Code,
RTRIM([Desc]) AS Department
FROM Departments
WHERE Retired <> 'Y'
SELECT RTRIM([Code]) AS Code,
RTRIM(ISNULL([Desc],'')) AS WorkTypes
FROM Worktypes
WHERE Retired <> 'Y'
SELECT RTRIM(WKCODE) AS Code,
RTRIM(ISNULL(WKDESC,'')) AS CasePlan
FROM Templates
WHERE ((Dept = '')
OR (Dept = ( SELECT Dept
FROM Handlers
WHERE (CODE = @LoginHandlerCode ))))
AND Retired = 'N'
SELECT [UserPrompt1],[UserPrompt2],[UserPrompt3], YourRef, AUTONUMBER AS [AutoNumber]
FROM [CONTROL]
SELECT ISNULL(KeyValue,'False') AS EstFeeRequiredMatterSetup
FROM SETTINGS
WHERE KeyName = 'EstFeeRequiredatMatterSetup'
SELECT ISNULL(KeyValue,'False') AS ExpInvoiceDateRequiredAtMatterSetup
FROM SETTINGS
WHERE KeyName = 'ExpInvoiceDateRequiredAtMatterSetup'
SELECT [BRANCHCODE] AS [Code],
[DESCRIPTION] AS [Branch]
FROM [dbo].[Branch]
WHERE [Retired] <> 1
SELECT RTRIM(ISNULL(Branch,'')) AS Branch
FROM Handlers
WHERE RTRIM(CODE) = @LoginHandlerCode
AND [Retired] <> 'Y'
SELECT RTRIM(Code) AS Code,
RTRIM(Name) AS Secretary
FROM Handlers
WHERE [Type] ='S'
AND [Retired] <> 'Y'
SELECT KeyValue AS [BranchRequiredAtMatterSetup]
FROM Settings
WHERE [KeyName] = 'NewCaseWizardBranch'
SELECT RTRIM(ISNULL([ColourCode],'')) AS Code,
RTRIM(ISNULL([ColourDesc],'')) AS FileDescription,
[RGBColour]
FROM FileColours
WHERE Retired <> 'Y'
--Code Configuration
Declare @AutoNumberClient BIT
Declare @AutoAlphaNumberingClient BIT
Declare @MaxNumberOfMatters INT
Declare @UniqueMatterCodeNumbering BIT
Declare @MaxClientCode INT
Declare @MaxMatterCode INT
Declare @AutoNumberIfBlank BIT
Declare @AllowManualEntryOnMatterCode BIT
Declare @ManualClientCode BIT
SELECT @AutoNumberClient = (CASE WHEN AUTONUMBER = 'Y'
THEN 'True'
ELSE 'False'
END),
@AutoAlphaNumberingClient = (CASE WHEN AUTOALPHACLIENTNUMBERING = 'Y'
THEN 'True'
ELSE 'False'
END),
@MaxNumberOfMatters = MAXNUMBEROFMATTERS,
@UniqueMatterCodeNumbering = (CASE WHEN INDICATOR19 = 'Y'
THEN 'True'
ELSE 'False'
END)
FROM [CONTROL]
SELECT @MaxClientCode = (CASE WHEN [SET].[KeyName] = 'MaxClCode'
THEN [SET].[KeyValue]
ELSE @MaxClientCode
END),
@MaxMatterCode = (CASE WHEN [SET].[KeyName] = 'MaxMatNum'
THEN [SET].[KeyValue]
ELSE @MaxMatterCode
END),
@AutoNumberIfBlank = (CASE WHEN [SET].[KeyName] = 'AutoNumberIfBlank'
THEN [SET].[KeyValue]
ELSE @AutoNumberIfBlank
END),
@AllowManualEntryOnMatterCode = (CASE WHEN [SET].[KeyName] = 'ShowMatterCode'
THEN [SET].[KeyValue]
ELSE @AllowManualEntryOnMatterCode
END),
@ManualClientCode = (CASE WHEN [SET].[KeyName] = 'ManualClientCode'
THEN [SET].[KeyValue]
ELSE ISNULL(@ManualClientCode,'False')
END)
FROM SETTINGS [SET]
SELECT
@MaxClientCode AS [MaxClientCode],
@MaxMatterCode AS [MaxMatterCode],
@AutoNumberIfBlank AS [AutoNumberIfBlank],
@AllowManualEntryOnMatterCode AS [AllowManualEntryOnMatterCode],
@AutoNumberClient AS [AutoNumberClient],
@AutoAlphaNumberingClient AS [AutoAlphaNumberingClient],
@MaxNumberOfMatters AS [MaxNumberOfMatters],
@UniqueMatterCodeNumbering AS [UniqueMatterCodeNumbering],
@ManualClientCode AS [ManualClientCode]
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_WizInsertNewContact'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_WizInsertNewContact]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_WizInsertNewContact]
(@Code VARCHAR(10),
@Name VARCHAR(256),
@Address VARCHAR(500),
@Salut VARCHAR(256),
@Tel VARCHAR(20),
@Mobile VARCHAR(20),
@Fax VARCHAR(20),
@Email VARCHAR(50),
@FeeEarner VARCHAR(10),
@IsApproved BIT,
@SecondaryEmail VARCHAR(40),
@RSINo VARCHAR(50),
@LoginCode VARCHAR(3),
@PostalCode VARCHAR(100),
@Result INT OUTPUT)
AS
/*******************************************************************************************************
* This procedure is used to insert new contact AND It will return *
* result 1 IF successful insert AND it will return 2 IF duplicate EXISTS. *
* *
* Stored Procedure Name : [dbo].[KAAS_WizInsertNewContact] *
* Copied from : [dbo].[ky_NETWizInsertNewContact] *
* *
* Modification History : *
* 2019-04-12 Vinodhan K Created *
* 2021-08-13 Balamurugan C Added postal code column *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
DECLARE @CHARGELEVEL INT
SELECT
@CHARGELEVEL = ISNULL(CONVERT(INT, [SET].[KeyValue]), 3)
FROM
[dbo].[Settings] AS [SET]
WHERE
[SET].[KeyName] = 'DefaultClientChargeLevel'
AND [SET].[KeyValue] IN ('1', '2', '3', '4', '5')
SELECT @CHARGELEVEL = ISNULL(@CHARGELEVEL, 3)
IF NOT EXISTS
(SELECT TOP 1 1
FROM [dbo].[Contacts] CON
WHERE CON.[Code] = @Code)
BEGIN
INSERT
INTO [dbo].[Contacts]
([Code],
[Name],
[Address],
[Salut],
[Tel],
[Fax],
[email],
[FE],
[Approved],
[CompFrequency],
[ChargeLevel],
[SecondaryEmail],
[RSINo],
[Statements],
[PostalCode],
[ApprovedDate],
[ApprovedByUSER])
VALUES(@Code,
@Name,
@Address,
@Salut,
@Tel,
@Fax,
@Email,
@FeeEarner,
@IsApproved,
'N',
@CHARGELEVEL,
@SecondaryEmail,
@RSINo,
'Y',
@PostalCode,
CASE @IsApproved WHEN 1 THEN GETDATE() ELSE null END,
CASE @IsApproved WHEN 1 THEN @LoginCode ELSE null END)
SET @Result = 1
INSERT
INTO [dbo].[client]
([CLCODE],
[CLNAME],
[CLFNR],
[CLLEGALNAME],
[CLTEL],
[CLMOBNO],
[CLNEXTCSENO],
[CLCSECOUNT],
[CLNUMCHILD],
[CLADDR],
[CLEMAIL])
VALUES(@Code,
@Name,
@FeeEarner,
@Name,
@Tel,
@Mobile,
0,
0,
0,
@Address,
@Email)
END
ELSE
BEGIN
SET @Result = 2
END
UPDATE CTL
SET CTL.[LASTCLIENT] = [dbo].[KAAS_FNGetMaxNumericClient]()
FROM [dbo].[control] CTL
DECLARE @NextClientNo INT
DECLARE @NCOMMAND NVARCHAR(MAX)
IF [dbo].[ISSAM4]() = 1
BEGIN
SET @NCOMMAND = N'SELECT @NextClientNo = CONVERT(INT, CTN.[NumValue])
FROM [dbo].[CtrlNum] CTN
WHERE CTN.[Code] = ''NextClientNo'''
EXEC sp_executesql @NCOMMAND, N'@NextClientNo INT OUTPUT', @NextClientNo OUTPUT
END
IF @NextClientNo IS NOT NULL
BEGIN
WHILE EXISTS
(SELECT TOP 1 1
FROM [dbo].[Contacts] CNT
WHERE CASE WHEN ISNUMERIC(CNT.[Code]) = 0
THEN 0
ELSE CONVERT(INT, CONVERT(FLOAT, CNT.[CODE])) END = @NextClientNo)
BEGIN
SET @NextClientNo = @NextClientNo + 1
END
SET @NCOMMAND = N' UPDATE CTN
SET CTN.[NumValue] = @NextClientNo
FROM [dbo].[CtrlNum] CTN
WHERE CTN.[Code] = ''NextClientNo'''
EXEC sp_executesql @NCOMMAND, N'@NextClientNo INT', @NextClientNo
END
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_WizInsertNewMatter'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_WizInsertNewMatter]
END
GO
CREATE PROCEDURE
[KAAS_WizInsertNewMatter]
(@ClientCode VARCHAR(10),
@MatterCode1 VARCHAR(20),
@Description VARCHAR(200),
@FeeEarnerCode VARCHAR(10),
@PartnerCode VARCHAR(10),
@DepartmentCode VARCHAR(10),
@WorkType VARCHAR(10),
@CasePlan VARCHAR(10),
@OldReference VARCHAR(12),
@YourReference VARCHAR(100),
@FileReference VARCHAR(100),
@UserReference2 VARCHAR(100),
@UserReference3 VARCHAR(100),
@LoginCode VARCHAR(10),
@EstimateFee DECIMAL(17,2),
@ExpectedDate DATETIME,
@OutlayBudget DECIMAL(18,2),
@IsFixedFee BIT,
@MoneyLaunderingCheck SMALLINT,
@MLDept VARCHAR(20),
@MLFeeEarner VARCHAR(20),
@MLWorkType VARCHAR(20),
@MLCasePlan VARCHAR(20),
@Branch CHAR(3),
@Secretary VARCHAR(10),
@FileColour VARCHAR(3),
@BillingMatter VARCHAR(10),
@Result VARCHAR(20) OUTPUT,
@ResultFECode VARCHAR(500)OUTPUT)
AS
/*******************************************************************************************************
* This procedure is used to insert new matter. This procedure will return 1 IF *
* successful insert of new matter. *
* *
* Stored Procedure Name : [dbo].[KAAS_WizInsertNewMatter] *
* Copied from : [dbo].[ky_NETWizInsertNewMatter] *
* *
* Modification History : *
* 2019-04-12 Vinodhan K Created *
* 2024-03-29 Vignesh M Modified - Outlay Budget parameter - decimal places has been changed *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
DECLARE @MatterCode VARCHAR(20)
DECLARE @MatterCount INT
DECLARE @Team VARCHAR(20)
DECLARE @ActionId INT
DECLARE @AssignNo INT
DECLARE @OpenCount INT
DECLARE @CaseCode VARCHAR(20)
DECLARE @MatCodeLen INT
DECLARE @MatCodeZeros VARCHAR(10)
DECLARE @CompositeMatter VARCHAR(20)
DECLARE @ClientFeeEarner VARCHAR(10)
DECLARE @ChargeLevel TINYINT
DECLARE @ClientAddress VARCHAR(15) --=''
DECLARE @OfficeAddress VARCHAR(15) --= ''
DECLARE @ClientStatement VARCHAR(5)
SET @ChargeLevel = (SELECT ISNULL(ChargeLevel,3) FROM Contacts WHERE Code=@ClientCode)
SET @ClientStatement = (SELECT ISNULL(Statements,'Y') FROM Contacts WHERE Code = @ClientCode)
IF NOT(@Branch = '')
BEGIN
SET @ClientAddress = (SELECT ISNULL(DEFCLIENT,'') FROM Branch WHERE BRANCHCODE = @Branch)
SET @OfficeAddress = (SELECT ISNULL(DEFOFFICE,'') FROM Branch WHERE BRANCHCODE = @Branch)
END
SET @ClientAddress = RTRIM(ISNULL(@ClientAddress, ''))
SET @OfficeAddress = RTRIM(ISNULL(@OfficeAddress, ''))
SELECT
@MatCodeLen = [SET].[KeyValue]
FROM
[dbo].[Settings] [SET]
WHERE
[SET].[KeyName] = 'MaxMatNum'
SET @MatCodeLen = ISNULL(@MatCodeLen, 4)
--PINO02 start
SET @MatCodeZeros = SUBSTRING('0000000000', 1, @MatCodeLen)
--PINO02 end
--2015-05-07 START
DECLARE @MAXNUM INT
SELECT
@MAXNUM = ISNULL(MAX([FILENUM]), 0)
FROM
[dbo].[matters]
SELECT
@MAXNUM = CASE WHEN [NEXTFILE] > @MAXNUM
THEN [NEXTFILE]
ELSE @MAXNUM END
FROM
[dbo].[control]
--2015-05-07 END
IF(@MoneyLaunderingCheck=2)
BEGIN
--Matters
IF NOT EXISTS(SELECT TOP 1 1 FROM Matters WHERE CODE = @ClientCode + '/' + @MatCodeZeros) --PINO02
BEGIN
--2015-05-07 START
SET @MAXNUM = @MAXNUM + 1
UPDATE CTL
SET [NEXTFILE] = @MAXNUM
FROM
[dbo].[control] CTL
--2015-05-07 END
INSERT INTO
[dbo].[matters]
([Code],
[ClientCode],
[Matter],
[Description],
[FECode],
[Partner],
[Dept],
[WType],
[Permissions],
[Publish],
[FileNum], --2015-05-07
[Started], --PINO01
[Branch],
[Secretary],
[ChargeLevel],
[ClientBankAc],
[OfficeBankAc],
[FileColour],
[Statements])
SELECT INS.[Code],
INS.[ClientCode],
INS.[Matter],
INS.[Description],
INS.[FECode],
INS.[Partner],
INS.[Dept],
INS.[WType],
INS.[Permissions],
INS.[Publish],
@MAXNUM, --2015-05-07
MST.[Started], --PINO01
INS.[Branch],
INS.[Secratery],
INS.[ChargeLevel],
INS.[ClientBankAc],
INS.[OfficeBankAc],
INS.[FileColour],
INS.[Statements]
FROM (SELECT @ClientCode +'/'+@MatCodeZeros AS [Code], --PINO02
@ClientCode AS [ClientCode],
@MatCodeZeros AS [Matter], --PINO02
'Document matter' AS [Description],
@MLFeeEarner AS [FECode],
@PartnerCode AS [Partner],
@MLDept AS [Dept],
@MLWorkType AS [WType],
0 AS [Permissions],
'N' AS [Publish],
@Branch AS [Branch],
@Secretary AS [Secratery],
@ChargeLevel AS [ChargeLevel],
@ClientAddress AS [ClientBankAc],
@OfficeAddress AS [OfficeBankAc],
@FileColour AS [FileColour],
@ClientStatement AS [Statements]) INS
CROSS APPLY (SELECT ISNULL(MIN(MAT.[Started]), GetDate()) AS [Started] --PINO01
FROM [dbo].[matters] MAT
WHERE MAT.[ClientCode] = @ClientCode) MST
--CaseMaster
INSERT
INTO [dbo].[CaseMaster]
([CSCODE],
[CSCLIENTCDE],
[CSFNR],
[CSDESC],
[CSWKTCODE],
[CSDATEENTERED_DATE])
SELECT MAT.[Code],
MAT.[ClientCode],
MAT.[FECode],
MAT.[Description],
@MLCasePlan,
MAT.[Started]
FROM [dbo].[matters] MAT
WHERE MAT.[Code] = @ClientCode + '/' +@MatCodeZeros --PINO02
END
END
-- 2015-10-23 John @MatterCount is now the maximum matter found in [dbo].[matters].[Matter]
SET @MatterCount = ISNULL((SELECT TOP 1 MAX(MAT.[Matter]) FROM [dbo].[matters] AS MAT WHERE ISNUMERIC(MAT.[Matter]) = 1 AND MAT.[ClientCode] = @ClientCode), 0) + 1
IF(@MatterCode1 = '')
BEGIN
SET @MatterCode = @MatCodeZeros + CONVERT(VARCHAR(10), @MatterCount) --PINO02
SET @MatterCode = REVERSE(SUBSTRING(REVERSE(@MatterCode), 1, @MatCodeLen)) --PINO02
END
ELSE
BEGIN
SET @MatterCode = @MatterCode1
END
--2015-05-07 START
SET @MAXNUM = @MAXNUM + 1
UPDATE
CTL
SET
[NEXTFILE] = @MAXNUM
FROM
[dbo].[control] CTL
--2015-05-07 END
-- KEYD-3919: CompositeBilling Indiactor
IF @BillingMatter='OldMatter'
BEGIN
SELECT @CompositeMatter = RTRIM(ISNULL(CTC.[CompMatter], '')),
@ClientFeeEarner = RTRIM(ISNULL(CTC.[FE], ''))
FROM [dbo].[Contacts] CTC
WHERE CTC.[Code] = @ClientCode
END
ELSE
BEGIN
Set @CompositeMatter=''
END
INSERT
INTO [dbo].[matters]
([Code],
[ClientCode],
[Matter],
[Description],
[FECode],
[Partner],
[Dept],
[FileNum], --2015-05-07
[Started],
[WType],
[YourRef],
[OldRef],
[User1],
[User2],
[User3],
[EstFee],
[ExpBillD],
[OutlayBud],
[FixedFee],
[Branch],
[CompBillingMatter],
[CompFrequency], --2015-11-23
[Secretary],
[ClientBankAc],
[OfficeBankAc],
[FileColour],
[PCode],
[PFECode],
[Statements])
VALUES(@ClientCode + '/' + @MatterCode,
@ClientCode,
@MatterCode,
@Description,
@FeeEarnerCode,
@PartnerCode,
@DepartmentCode,
@MAXNUM, --2015-05-07
GETDATE(),
@WorkType,
@YourReference,
@OldReference,
@FileReference,
@UserReference2,
@UserReference3,
@EstimateFee,
@ExpectedDate,
@OutlayBudget,
CASE WHEN @IsFixedFee = 'True'
THEN 'Y'
ELSE 'N' END,
@Branch,
@CompositeMatter,
'N', --2015-11-23
@Secretary,
@ClientAddress,
@OfficeAddress,
@FileColour,
@ClientCode + '/' + @MatterCode,
@FeeEarnerCode,
@ClientStatement)
SET @CaseCode = @ClientCode + '/' + @MatterCode
INSERT
INTO [dbo].[CaseMaster]
([CSCODE],
[CSCLIENTCDE],
[CSFNR],
[CSDESC],
[CSWKTCODE],
[CSDATEENTERED_DATE])
VALUES(@ClientCode + '/' + @MatterCode,
@ClientCode,
@FeeEarnerCode,
CONVERT(VARCHAR(50), @Description),
@CasePlan,
GETDATE())
----Case UDF
EXEC KAAS_UpdateWorkActionType @CaseCode,
@CasePlan
--Gettting Open Matter Count
SELECT @OpenCount = count(MAT.[Matter])
FROM [dbo].[matters] MAT
WHERE MAT.[ClientCode] = @ClientCode
AND ISNULL(MAT.[Closed], 'N') <> 'Y'
--Update Last Matter Count
UPDATE CTC
SET CTC.[LastMatter] = @MatterCount,
CTC.[OpenMatters] = @OpenCount,
CTC.[Client] = 'Y'
FROM [dbo].[Contacts] CTC
WHERE CTC.[Code] = @ClientCode
--Update Next Doc number - Arun
--UPDATE
-- [control]
--SET
-- NEXT_DOC_NO = 0
SELECT @Team = HAN.[Team]
FROM [dbo].[Handlers] HAN
WHERE HAN.[CODE] = @FeeEarnerCode
--PINO 2015-09-30 START
EXEC @ActionID = [dbo].[KAAS_GetNextActionID]
--SELECT @ActionId = ISNULL(MAX(ActionId), 0) --PINO03
-- FROM [dbo].[diary]
SET @ActionID = @ActionID - 1 --addition of sequence numbers below
--PINO 2015-09-30 END
DECLARE @FEDel VARCHAR(10)
DECLARE @FESec VARCHAR(10)
DECLARE @FEDelEmpty CHAR(1)
DECLARE @FESecEmpty CHAR(1)
--DECLARE @Assign VARCHAR(10)
--SELECT @Assign = CASE [TMP].[AssignActionTo]
-- WHEN 'D' THEN 'Del'
-- WHEN 'S' THEN 'Sec'
-- ELSE '' END
-- FROM [dbo].[TemplateActions] [TMP]
-- Inner Join [dbo].[ActionWorkTypes] AWT
-- ON TMP.[ACTIONCODE]=awt.ACTIONCODE
-- AND TMP.[AutoPopulate]='Y'
-- WHERE AWT.WORKTYPE=@CasePlan
SELECT @FEDel= HAN.[Delegate]
FROM Handlers HAN
WHERE CODE= (SELECT FECODE from matters where CODE=@ClientCode + '/' + @MatterCode)
SELECT @FESec = Secretary from Matters
WHERE Code=@ClientCode + '/' + @MatterCode
If @FESec ='' OR @FESec = null
BEGIN
SET @FESecEmpty = 'Y'
SELECT @FESec=HAN.[Delegate]
FROM Handlers HAN
WHERE CODE= (SELECT FECODE from matters where CODE=@ClientCode + '/' + @MatterCode)
END
ELSE
SET @FESecEmpty = 'N'
IF @FEDel = '' or @FEDel=null
BEGIN
SET @FEDelEmpty = 'Y'
SET @FEDel=@LoginCode
END
ELSE
SET @FEDelEmpty = 'N'
IF @FESec = '' or @FEDel=null
BEGIN
SET @FESec=@LoginCode
END
DECLARE @RETURNDEFAULTFAILURES VARCHAR(500)
DECLARE @NewDiary TABLE
([CASECODE] VARCHAR(20),
[DATE] DATETIME,
[STATUS] SMALLINT,
[ACTIONCODE] VARCHAR(15),
[ACTIONSTATUS] VARCHAR(3),
[ACTIONTYPE] VARCHAR(1),
[PROCESSTYPE] VARCHAR(1),
[FNCODE] VARCHAR(10),
[ASSIGN] VARCHAR(500),
[TEAMCODE] VARCHAR(10),
[TEXT1] VARCHAR(MAX),
[IMAGENO] INT,
[DUEDATE] DATETIME,
[PUBLISH] VARCHAR(1),
[DYSTARTTIME] VARCHAR(10),
[DYENDTIME] VARCHAR(10),
[DURATION] SMALLINT,
[ACTIONID] INT,
[ORGINALACTIONID] INT,
[PRIORITY] VARCHAR(1),
[HIGHLIGHTED] VARCHAR(1),
[MILESTEONETYPE] VARCHAR(12),
[PROCESSSTATUS] SMALLINT,
[WORKPROCESS] SMALLINT,
[BILLABLE] INT,
[ACTIONCATEGORY] CHAR(1))
--Insert Diary - first insert into @NewDiary, then use @NewDiary to drive the inserts into
-- Diary and DiaryDelegations
INSERT
INTO @NewDiary
([CASECODE],
[DATE],
[STATUS],
[ACTIONCODE],
[ACTIONSTATUS],
[ACTIONTYPE],
[PROCESSTYPE],
[FNCODE],
[ASSIGN],
[TEAMCODE],
[TEXT1],
[IMAGENO],
[DUEDATE],
[PUBLISH],
[DYSTARTTIME],
[DYENDTIME],
[DURATION],
[ACTIONID],
[ORGINALACTIONID],
[PRIORITY],
[HIGHLIGHTED],
[MILESTEONETYPE],
[PROCESSSTATUS],
[WORKPROCESS],
[BILLABLE],
[ACTIONCATEGORY]) --ActionCategory for DiaryDelegations, below
SELECT @ClientCode + '/' + @MatterCode,
GETDATE(),
'0',
TAC.[ACTIONCODE],
TAC.[STATUS],
TAC.[ACTTYPE],
TAC.[PROCESSTYPE],
CASE WHEN RTRIM(ISNULL(TAC.[AssignActionTo], 'L')) ='L'
THEN @LoginCode
WHEN RTRIM(ISNULL(TAC.[AssignActionTo], 'L'))='C'
THEN @FeeEarnerCode
WHEN RTRIM(ISNULL(TAC.[AssignActionTo], 'L'))='P'
THEN @PartnerCode
WHEN RTRIM(ISNULL(TAC.[AssignActionTo], 'L'))='F'
THEN @ClientFeeEarner
WHEN RTRIM(ISNULL(TAC.[AssignActionTo], 'L'))='O'
THEN TAC.[ASSIGNHANDLER]
WHEN RTRIM(ISNULL(TAC.[AssignActionTo], 'L'))='D'
THEN (@FEDel)
WHEN RTRIM(ISNULL(TAC.[AssignActionTo], 'L'))='S'
THEN @FESec
ELSE @LoginCode END,
CASE WHEN (RTRIM(ISNULL(TAC.[AssignActionTo], 'L'))='D' AND @FEDelEmpty='Y')
THEN TAC.[ACTIONCODE] + '- Empty Delegate, '
WHEN (RTRIM(ISNULL(TAC.[AssignActionTo], 'L'))='S' AND @FESecEmpty='Y')
THEN TAC.[ACTIONCODE] + '- Empty Secretary, '
ELSE '' END,
@Team,
TAC.[DESC],
'0',
GETDATE(),
TAC.[PUBLISHER],
[dbo].[ky_ConvertTimeToClarion](CONVERT(VARCHAR(20), GETDATE(), 8)),
[dbo].[ky_ConvertTimeToClarion](CONVERT(VARCHAR(20), GETDATE(), 8)),
'0',
@ActionId + (ROW_NUMBER() OVER (ORDER BY TAC.[desc])),
@ActionId + (ROW_NUMBER() OVER (ORDER BY TAC.[desc])),
CASE SUBSTRING(RTRIM(ISNULL(TAC.[Priority], 'N')), 1, 1)
WHEN 'H' THEN 'H'
WHEN 'L' THEN 'L'
ELSE 'N' END,
TAC.[HIGHLIGHTED],
TAC.[MILESTONETYPE],
'0',
'0',
CASE RTRIM(ISNULL(TAC.[BILLABLE], 'N'))
WHEN 'Y' THEN 1
ELSE 0 END,
TAC.[ACTIONCATEGORY] --ActionCategory for DiaryDelegations, below
FROM [dbo].[ActionWorkTypes] AWT
INNER JOIN [dbo].[TemplateActions] TAC
ON TAC.[ACTIONCODE] = AWT.[ACTIONCODE]
AND TAC.[AutoPopulate] = 'Y'
WHERE AWT.[WORKTYPE] = @CasePlan
SET @RETURNDEFAULTFAILURES=''
SELECT @RETURNDEFAULTFAILURES = @RETURNDEFAULTFAILURES+Assign from @NewDiary
Set @ResultFECode=@RETURNDEFAULTFAILURES
INSERT
INTO [dbo].[diary]
([CASECODE],
[DATE],
[STATUS],
[ACTIONCODE],
[ACTIONSTATUS],
[ACTIONTYPE],
[PROCESSTYPE],
[FNCODE],
[TEAMCODE],
[TEXT1],
[IMAGENO],
[DUEDATE],
[PUBLISH],
[DYSTARTTIME],
[DYENDTIME],
[DURATION],
[ACTIONID],
[ORGINALACTIONID],
[PRIORITY],
[HIGHLIGHTED],
[MILESTEONETYPE],
[PROCESSSTATUS],
[WORKPROCESS],
[BILLABLE])
SELECT NDIA.[CASECODE],
NDIA.[DATE],
NDIA.[STATUS],
NDIA.[ACTIONCODE],
NDIA.[ACTIONSTATUS],
NDIA.[ACTIONTYPE],
NDIA.[PROCESSTYPE],
NDIA.[FNCODE],
NDIA.[TEAMCODE],
NDIA.[TEXT1],
NDIA.[IMAGENO],
NDIA.[DUEDATE],
NDIA.[PUBLISH],
NDIA.[DYSTARTTIME],
NDIA.[DYENDTIME],
NDIA.[DURATION],
NDIA.[ACTIONID],
NDIA.[ORGINALACTIONID],
NDIA.[PRIORITY],
NDIA.[HIGHLIGHTED],
NDIA.[MILESTEONETYPE],
NDIA.[PROCESSSTATUS],
NDIA.[WORKPROCESS],
NDIA.[BILLABLE]
FROM @NewDiary NDIA
--PINO 2015-09-30 START - reseed
EXEC [dbo].[KAAS_ReseedActionID]
--EXEC @ActionID = [dbo].[KAAS_GetNextActionID]
--PINO 2015-09-30 END
SELECT @AssignNo = ISNULL(MAX(AssignNo), 0) --PINO03
FROM DiaryDelegations
--Diary Delegations
INSERT
INTO [dbo].[DiaryDelegations]
([ACTIONID],
[HANDLER],
[TEAM],
[DATE],
[TIME],
[DUEDATE],
[DUETIME],
[STATUS],
[OWNER],
[DELEGATE],
[DELEGATESTATUS],
[ActionType],
[FromHandler],
[DelType])
SELECT NDIA.[ActionId],
NDIA.FNCODE,
@Team,
NDIA.[DATE],
[dbo].[ky_ConvertTimeToClarion](CONVERT(VARCHAR(20), NDIA.[DATE], 8)),
GETDATE(),
[dbo].[ky_ConvertTimeToClarion](CONVERT(VARCHAR(20), NDIA.[DATE], 8)),
'0',
'Y',
NDIA.FNCODE,
'0',
NDIA.[ACTIONCATEGORY],
NDIA.FNCODE,
'Created'
FROM @NewDiary NDIA
SET @Result = @ClientCode + '/' + @MatterCode
DECLARE @BitWiseID BIGINT
SELECT @BitWiseID = CNP.[Previleges]
FROM [dbo].[ContactNETPrivileges] CNP
WHERE CNP.[ContactCode] = @ClientCode
AND CNP.[ApplyToNewMatters] = 1
--@ClientCode
IF(@BitWiseID IS NOT NULL)
BEGIN
IF NOT EXISTS (SELECT TOP 1 1
FROM [dbo].[MatterNETPrivileges] MNP
WHERE MNP.[MATTER] = @Result )
BEGIN
INSERT
INTO [dbo].[MatterNETPrivileges]
([MATTER],
[Privileges])
VALUES(@Result,
@BitWiseID)
END
ELSE
BEGIN
UPDATE MNP
SET MNP.[Privileges] = @BitWiseID
FROM [dbo].[MatterNETPrivileges] MNP
WHERE MNP.[MATTER] = @Result
END
END
--Update Matter Charge Level
DECLARE @ClientChargeLevel TINYINT
SET @ClientChargeLevel = (SELECT ISNULL(chargelevel,0) FROM Contacts WHERE code = @ClientCode )
IF (@ClientChargeLevel<>0)
BEGIN
UPDATE Matters set ChargeLevel = @ClientChargeLevel
WHERE Code = @Result
END
--Estimate Fee Log..
IF(@EstimateFee <> '0.00')
BEGIN
INSERT INTO MatterEstimateFeeLogs
(
[Log],
[Mattercode],
[Who],
[EstimateFee]
)
VALUES
(
'Added',
@Result,
@LoginCode,
@EstimateFee
)
END
--UPDATE C
--SET
-- C.ApprovedDate = CASE C.Approved WHEN 1 THEN GETDATE() ELSE null END,
-- C.ApprovedByUSER = CASE C.Approved WHEN 1 THEN @LoginCode ELSE null END
-- FROM
-- Contacts C
--WHERE
-- Code = @ClientCode
IF OBJECT_ID('[dbo].[InitialDebtCharges]', 'U') IS NOT NULL AND
ISNULL((SELECT TOP 1 [KeyValue] FROM [dbo].[RevenueSettings] WHERE [KeyName] = 'ClaimSystemEnabled'), 'False') = 'True'
BEGIN
-- Setting original debt via User 1 field:
IF ISNUMERIC(@FileReference) = 1 AND PATINDEX('%[^0-9.]%', @FileReference) = 0
BEGIN
UPDATE MAT
SET MAT.[OriginalDebt] = CONVERT(DECIMAL(13, 2), @FileReference)
FROM [dbo].[matters] AS MAT
WHERE MAT.[Code] = @ClientCode + '/' + @MatterCode
AND MAT.[User1] = @FileReference
END
IF (SELECT COUNT(1) FROM [dbo].[InitialDebtCharges]) > 0
BEGIN
DECLARE @NEXTPREF INT
DECLARE @I INT -- This will be the ID of the next initial charge
DECLARE @MAX INT -- This will be the last ID
DECLARE @SQL NVARCHAR(MAX)
DECLARE @MATTERCODE_FULL VARCHAR(20)
SELECT @I = ISNULL(MIN(ISNULL(IDC.[id], 0)), 0),
@MAX = ISNULL(MAX(ISNULL(IDC.[id], 0)), 0),
@MATTERCODE_FULL = @ClientCode + '/' + @MatterCode
FROM [dbo].[InitialDebtCharges] AS IDC
WHILE (ISNULL(@MAX, 0) <> 0 AND ISNULL(@I, 0) <> 0 AND ISNULL(@I, 0) < ISNULL(@MAX, 0) + 1)
BEGIN
SELECT @NEXTPREF = ISNULL(MAX(DCL.[POSTINGREF]), 0) + 1
FROM [dbo].[DebtCostingLedger] AS DCL
SELECT @SQL = '
INSERT INTO [dbo].[DebtCostingLedger] (
[MATTERCODE],
[DATE],
[REFERENCE],
[DESCRIPTION],
[TYPE],
[Value],
[INTEREST],
[COSTS],
[REMITTANCENO],
[ENTRYDATE],
[ENTEREDBY],
[POSTINGREF],
[Bounced],
[PREMIUMPAID],
[INTERESTPAID],
[COSTSPAID],
[XnId],
[CourtFeeCode])
SELECT ''' + ISNULL(@MATTERCODE_FULL, '') + ''',' +
'''' + CONVERT(VARCHAR(8), GETDATE(), 112) + ''',' +
'''' + ISNULL(IDC.[Reference], '') + ''',' +
'''' + ISNULL(IDC.[Description], '') + ''',' +
'''' + ISNULL(IDC.[Type], '') + ''',' +
ISNULL(IDC.[Value], '') + ',' +
ISNULL(IDC.[Interest], '') + ',' +
ISNULL(IDC.[Costs], '') + ',' +
'0,' +
'''' + CONVERT(VARCHAR(8), GETDATE(), 112) + ''',' +
'''AUTO'',' +
CONVERT(VARCHAR(10), @NEXTPREF) + ',' +
'0,' +
'0,' +
'0,' +
'0,' +
'-1,' +
'''' + ISNULL(IDC.[CourtFeeCode], '') + '''' +
'FROM [dbo].[matters] AS MAT
WHERE MAT.[Code] = ''' + @MATTERCODE_FULL + ''''
FROM [dbo].[matters] AS MAT
LEFT OUTER JOIN [dbo].[InitialDebtCharges] AS IDC
ON IDC.[id] = @I
WHERE MAT.[Code] = @MATTERCODE_FULL
EXEC sp_executesql @SQL
DECLARE @COST_VALUE DECIMAL(19, 2)
DECLARE @PAYMENT_DESC VARCHAR(MAX)
SELECT TOP 1
@COST_VALUE = DCL.[COSTS],
@PAYMENT_DESC = DCL.[DESCRIPTION]
FROM [dbo].[DebtCostingLedger] AS DCL
WHERE DCL.[POSTINGREF] = @NEXTPREF
-- Try to create action for this payment
EXEC [dbo].[KAAS_RevenueInsertintoDiary] @MATTERCODE_FULL, @COST_VALUE, 0, 0, 'Cost', @PAYMENT_DESC, 0, @LoginCode
SELECT @I = ISNULL(MIN(ISNULL(IDC.[id], 0)), 0)
FROM [dbo].[InitialDebtCharges] AS IDC
WHERE IDC.[id] > @I
END
UPDATE MAT
SET MAT.[RecoverableCosts] = ISNULL(DCL.[COSTS], 0)
FROM [dbo].[matters] AS MAT
LEFT OUTER JOIN (SELECT DCL.[MATTERCODE],
SUM(ISNULL(DCL.[COSTS], 0)) AS [COSTS]
FROM [dbo].[DebtCostingLedger] AS DCL
GROUP BY DCL.[MATTERCODE]) AS DCL
ON MAT.[Code] = DCL.[MATTERCODE]
WHERE MAT.[Code] = @ClientCode + '/' + @MatterCode
END
END
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KAAS_WizUDFActions',N'P')IS NOT NULL
DROP PROCEDURE KAAS_WizUDFActions
GO
CREATE PROCEDURE KAAS_WizUDFActions
(
@CasePlan VARCHAR(5)
)
AS
/*******************************************************************************************************
* This procedure is used to FETCH udf actions for wizard. *
* *
* Stored Procedure Name : [dbo].[KAAS_WizUDFActions] *
* Copied from : [dbo].[ky_NETWizUDFActions] *
* *
* Modification History : *
* 2019-04-12 Vinodhan K Created *
* 2019-07-25 Vinodhan K [FIELDTYPE], [Length] and [Format] parameters have been added
* 2020-03-24 Rajesh [Validation] has been added due to defect 1753
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
DECLARE @Value as VARCHAR(255)
SET @Value = ''
SELECT
RTRIM(ISNULL(u.UDFCategory,'')) AS UDFCategory,
RTRIM(B.PROMPT) AS PROMPT,
RTRIM(B.FILEPREFIX) AS FILEPREFIX,
RTRIM(B.FIELDNAME) AS FIELDNAME,
RTRIM(B.[TYPE]) AS FIELDTYPE,
B.[LENGTH] AS [Length],
B.[FORMAT] AS [Format],
B.UDFCategory AS Category,
@Value AS Value,
A.UDSEQ AS SEQ,
A.UDSEQ AS RunningSeq,
RTRIM(UDFILE) AS UDFILE,
RTRIM(UDUVCODE) AS UDUVCODE,
RTRIM(UDWKCODE) AS UDWKCODE,
B.[VALIDATION] AS ValidationType
FROM
Udftemplatesworktypes A
LEFT JOIN
Systemuserdefinedfields B ON A.UDFILE = B.FILEPREFIX AND A.UDUVCODE = B.FIELDNAME
LEFT JOIN
UDFCategory u on u.ID = B.UDFCategory
WHERE
RTRIM(UDWKCODE)=@CasePlan
ORDER BY
UDSEQ
SET NOCOUNT OFF
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_XMLAddTimeDayBook'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_XMLAddTimeDayBook]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_XMLAddTimeDayBook]
(@XML NVARCHAR(MAX))
AS
BEGIN
/*******************************************************************************************************
* Used to add new Timedaybook entry *
* *
* Stored Procedure Name : [dbo].[KAAS_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 EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_XMLCaseAssociateInsertProfessionalDetails'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_XMLCaseAssociateInsertProfessionalDetails]
END
GO
CREATE PROCEDURE
[KAAS_XMLCaseAssociateInsertProfessionalDetails]
(@XML NVARCHAR(MAX),
@Result INT OUTPUT)
AS
/*************************************************************************************************************
* *
* Stored Procedure Name : KAAS_XMLCaseAssociateInsertProfessionalDetails *
* Copied From : [dbo].[ky_NETXMLCaseAssociateInsertProfessionalDetails] *
* *
* Description:This procedure is used To insert "Add Profession Details" in CaseAssociatesNames *
* *
* Compatibility information - PLEASE update older versions if necessary to ensure the compatible software *
* remains fully functional *
* ***************************************************************************************************** *
* * * *
* * Supersedes: [dbo].[ky_NETCaseAssociateInsertProfessionalDetails] * *
* * First compatible version: 5.6.4.1 * *
* * Last compatible software version: - * *
* * Superseded by: - * *
* * * *
* ***************************************************************************************************** *
* *
* Modification History *
* 2019-01-24 Pino Carafa Created *
* *
* ORIGINAL code for [dbo].[ky_NETCaseAssociateInsertProfessionalDetails] *
* 2015-01-29 Praveen Yadav.P Included bank details insert/update *
* 2015-02-10 Arun.V Change NVARCHAR to VARCHAR *
* 2015-09-04 Sridharan KEYD-2640: When releasing an action to another user Keyhouse closes out. *
* 2016-03-09 Sridharan KEYD-3352: When you add an undertakings with “Add as Comment to Ledger” *
* check box unticked, when you open that undertakings the check box *
* is ticked automatically. *
* 2016-03-11 Sridharan KEYD-3132: Option to retire case associates *
* 2016-03-11 Sridharan KEYD-3294: Adding a name to a deceased but I think it only allows *
* 15 characters – can this be rectified in order that I can put “aka” name *
* 2016-03-30 Suriya KEYD-3477: URGENT PPS number not update when you add a case associate *
* for the first time *
* 2016-04-19 Suriya M KEYD-3487: When you retire a Case associate, all other types are displayed *
* as retired in the Client/Case associate. *
* 2016-10-31 Sridharan KEYD-4197: EFT Bank Details Validation on Contact *
* and Case Associate screens *
* 2018-03-22 Pino Carafa Handle standard size 500 character address fields *
* 2018-05-15 Pino Carafa Don't crash if same associate type is used again, just don't add *
* a new row to caseassoicatestypes *
* 2019-01-25 Pino Carafa KEYD-5503 - In preparation of adding EFTEmailAddress, re-created procedure *
* with XML parameter *
* 2019-01-25 Pino Carafa KEYD-5503 - Added EFTEmailAddress *
* *
* 2019-06-03 Vinodhan K Created KAAS_CaseAssociateInsertProfessionalDetails
* 2021-04-13 Sadiq Added two extra case details parameters for insert statement (11922) *
*************************************************************************************************************/
BEGIN
SET NOCOUNT ON
DECLARE @Code VARCHAR(6)
DECLARE @Fullname VARCHAR(100)
DECLARE @Salutation VARCHAR(30)
DECLARE @JobTitle VARCHAR(50)
DECLARE @Address VARCHAR(500)
DECLARE @Area VARCHAR(15)
DECLARE @Company VARCHAR(80)
DECLARE @DXRel VARCHAR(30)
DECLARE @Email VARCHAR(100)
DECLARE @FaxNo VARCHAR(20)
DECLARE @Home VARCHAR(20)
DECLARE @MobileNo VARCHAR(20)
DECLARE @Note VARCHAR(MAX)
DECLARE @Occupation VARCHAR(100)
DECLARE @PhoneNo VARCHAR(20)
DECLARE @PPSNo VARCHAR(20)
DECLARE @Town VARCHAR(20)
DECLARE @WebAddress VARCHAR(150)
DECLARE @LegalName VARCHAR(150)
DECLARE @LegalAddress VARCHAR(500)
DECLARE @Tax VARCHAR(1)
DECLARE @Deceased VARCHAR(1)
DECLARE @DateOFBirth DATETIME
DECLARE @DateSeparated DATETIME
DECLARE @DeceasedDate DATETIME
DECLARE @MarriageDate DATETIME
DECLARE @Type VARCHAR(12)
DECLARE @Gender VARCHAR(20)
DECLARE @MaritalStatus VARCHAR(20)
DECLARE @Edit INT
DECLARE @FirstName VARCHAR(50)
DECLARE @SurName VARCHAR(50)
DECLARE @County VARCHAR(100)
DECLARE @PostalCode VARCHAR(100)
DECLARE @BankName VARCHAR(60)
DECLARE @BankAddress VARCHAR(500)
DECLARE @BankSortCode VARCHAR(20)
DECLARE @BankAccNo VARCHAR(20)
DECLARE @IBan VARCHAR(34)
DECLARE @EFTEmailAddress VARCHAR(150)
DECLARE @Bic VARCHAR(20)
DECLARE @Retired VARCHAR(1)
DECLARE @Banktype VARCHAR(1)
DECLARE @AddressType VARCHAR(1)
DECLARE @ServiceType VARCHAR(1)
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
SELECT
@Code = [CAN].[Code],
@Fullname = [CAN].[Fullname],
@Salutation = [CAN].[Salutation],
@JobTitle = [CAN].[JobTitle],
@Address = [CAN].[Address],
@Area = [CAN].[Area],
@Company = [CAN].[Company],
@DXRel = [CAN].[DXRel],
@Email = [CAN].[Email],
@FaxNo = [CAN].[FaxNo],
@Home = [CAN].[Home],
@MobileNo = [CAN].[MobileNo],
@Note = [CAN].[Note],
@Occupation = [CAN].[Occupation],
@PhoneNo = [CAN].[PhoneNo],
@PPSNo = [CAN].[PPSNo],
@Town = [CAN].[Town],
@WebAddress = [CAN].[WebAddress],
@LegalName = [CAN].[LegalName],
@LegalAddress = [CAN].[LegalAddress],
@Tax = [CAN].[Tax],
@Deceased = [CAN].[Deceased],
@DateOFBirth = [CAN].[DateOFBirth],
@DateSeparated = [CAN].[DateSeparated],
@DeceasedDate = [CAN].[DeceasedDate],
@MarriageDate = [CAN].[MarriageDate],
@Type = [CAN].[Type],
@Gender = [CAN].[Gender],
@MaritalStatus = [CAN].[MaritalStatus],
@Edit = [CAN].[Edit],
@FirstName = [CAN].[FirstName],
@SurName = [CAN].[SurName],
@County = [CAN].[County],
@PostalCode = [CAN].[PostalCode],
@BankName = [CAN].[BankName],
@BankAddress = [CAN].[BankAddress],
@BankSortCode = [CAN].[BankSortCode],
@BankAccNo = [CAN].[BankAccNo],
@IBan = [CAN].[IBan],
@Bic = [CAN].[Bic],
@EFTEmailAddress = [CAN].[EFTEmailAddress],
@Retired = [CAN].[Retired],
@Banktype = [CAN].[Banktype],
@AddressType = [CAN].[AddressType],
@ServiceType = [CAN].[ServiceType]
FROM OPENXML(@iSL, N'CAN')
WITH ([Code] VARCHAR(6) 'Code',
[Fullname] VARCHAR(100) 'Fullname',
[Salutation] VARCHAR(30) 'Salutation',
[JobTitle] VARCHAR(50) 'JobTitle',
[Address] VARCHAR(500) 'Address',
[Area] VARCHAR(15) 'Area',
[Company] VARCHAR(80) 'Company',
[DXRel] VARCHAR(30) 'DXRel',
[Email] VARCHAR(100) 'Email',
[FaxNo] VARCHAR(20) 'FaxNo',
[Home] VARCHAR(20) 'Home',
[MobileNo] VARCHAR(20) 'MobileNo',
[Note] VARCHAR(MAX) 'Note',
[Occupation] VARCHAR(100) 'Occupation',
[PhoneNo] VARCHAR(20) 'PhoneNo',
[PPSNo] VARCHAR(20) 'PPSNo',
[Town] VARCHAR(20) 'Town',
[WebAddress] VARCHAR(150) 'WebAddress',
[LegalName] VARCHAR(150) 'LegalName',
[LegalAddress] VARCHAR(500) 'LegalAddress',
[Tax] VARCHAR(1) 'Tax',
[Deceased] VARCHAR(1) 'Deceased',
[DateOFBirth] DATETIME 'DateOFBirth',
[DateSeparated] DATETIME 'DateSeparated',
[DeceasedDate] DATETIME 'DeceasedDate',
[MarriageDate] DATETIME 'MarriageDate',
[Type] VARCHAR(12) 'Type',
[Gender] VARCHAR(20) 'Gender',
[MaritalStatus] VARCHAR(20) 'MaritalStatus',
[Edit] INT 'Edit',
[FirstName] VARCHAR(50) 'FirstName',
[SurName] VARCHAR(50) 'SurName',
[County] VARCHAR(100) 'County',
[PostalCode] VARCHAR(100) 'PostalCode',
[BankName] VARCHAR(60) 'BankName',
[BankAddress] VARCHAR(500) 'BankAddress',
[BankSortCode] VARCHAR(20) 'BankSortCode',
[BankAccNo] VARCHAR(20) 'BankAccNo',
[IBan] VARCHAR(34) 'IBan',
[Bic] VARCHAR(20) 'Bic',
[EFTEmailAddress] VARCHAR(150) 'EFTEmailAddress',
[Retired] VARCHAR(1) 'Retired',
[Banktype] VARCHAR(1) 'Banktype',
[AddressType] VARCHAR(1) 'AddressType',
[ServiceType] VARCHAR(1) 'ServiceType' ) [CAN]
BEGIN TRY
EXEC sp_xml_removedocument @iSL
END TRY
BEGIN CATCH
END CATCH
IF(@Edit = 0)
BEGIN
IF (SELECT TOP 1 1
FROM [dbo].[CaseAssociatesNames] [CAN]
WHERE [CAN].[CODE] = @Code) IS NULL
BEGIN
INSERT
INTO [dbo].[CaseAssociatesNames]
([CODE],
[TYPE],
[NAME],
[SALUTATION],
[TITLE],
[COMPANY],
[ADDRESS],
[PHONENO],
[FAXNO],
[HOME],
[MOBILENO],
[EMAIL],
[WEBADDRESS],
[SSNUMBER],
[LEGALNAME],
[LEGALADDRESS],
[DXREF],
[DOB],
[MARTIALSTATUS],
[MARRIAGEDATE],
[DATESEPARATED],
[DECEASEDDATE],
[OCCUPATION],
[NOTES],
[AREA],
[TOWN],
[GENDER],
[TAX],
[DECEASED],
[FORENAME],
[SURNAME],
[County],
[PostalCode],
[BankName],
[BankAddress],
[BankSortCode],
[BankAccNo],
[IBan],
[Bic],
[EFTEmailAddress],
[Retired],
[BankType],
[AddressType],
[ServiceType])
VALUES(@Code,
ISNULL(@Type, ''),
@Fullname,
@Salutation,
@JobTitle,
@Company,
@Address,
@PhoneNo,
@FaxNo,
@Home,
@MobileNo,
@Email,
@WebAddress,
@PPSNo,
@LegalName,
@LegalAddress,
@DXRel,
CASE @DateOFBirth
WHEN NULL
THEN ''
ELSE CONVERT(DATETIME, @DateOFBirth, 112) END,
ISNULL(@MaritalStatus, ''),
CASE @MarriageDate
WHEN NULL
THEN ''
ELSE CONVERT(DATETIME, @MarriageDate, 112) END,
CASE @DateSeparated
WHEN NULL
THEN ''
ELSE CONVERT(DATETIME, @DateSeparated, 112) END,
CASE @DeceasedDate
WHEN NULL
THEN ''
ELSE CONVERT(DATETIME, @DeceasedDate, 112) END,
@Occupation,
@Note,
@Area,
@Town,
ISNULL(@Gender, ''),
@Tax,
@Deceased,
@FirstName,
@SurName,
@County,
@PostalCode,
@BankName,
@BankAddress,
@BankSortCode,
@BankAccNo,
@IBan,
@Bic,
@EFTEmailAddress,
@Retired,
@Banktype,
@AddressType,
@ServiceType)
INSERT
INTO [dbo].[CaseAssoicatesTypes]
([NAMECODE],
[TYPECODE],
[SEARCHCODE],
[Retired])
SELECT [NEW].[NAMECODE],
[NEW].[TYPECODE],
[NEW].[SEARCHCODE],
[NEW].[RETIRED]
FROM (SELECT @Code AS [NAMECODE],
@Type AS [TYPECODE],
'' AS [SEARCHCODE],
@Retired AS [RETIRED]) [NEW]
LEFT OUTER JOIN [dbo].[CaseAssoicatesTypes] [CAT]
ON [CAT].[NAMECODE] = [NEW].[NAMECODE]
AND [CAT].[TYPECODE] = [NEW].[TYPECODE]
WHERE [CAT].[NAMECODE] IS NULL
SET @Result = 1
END
ELSE
BEGIN
SET @Result = 0
END
END
ELSE
BEGIN
UPDATE [CAT]
SET [CAT].[Retired] = @Retired
FROM [dbo].[CaseAssoicatesTypes] [CAT]
WHERE [CAT].[NAMECODE] = @Code --AND TYPECODE = @Type
UPDATE [CC]
SET [CC].[Retired] = @Retired
FROM [dbo].[CaseContacts] [CC]
WHERE [CC].[NAMECODE] = @Code
UPDATE [CAN]
SET [CAN].[CODE] = @Code,
[CAN].[TYPE] = ISNULL(@Type,''),
[CAN].[NAME] = @Fullname,
[CAN].[SALUTATION] = @Salutation,
[CAN].[TITLE] = @JobTitle,
[CAN].[COMPANY] = @Company,
[CAN].[ADDRESS] = @Address,
[CAN].[PHONENO] = @PhoneNo,
[CAN].[FAXNO] = @FaxNo,
[CAN].[HOME] = @Home,
[CAN].[MOBILENO] = @MobileNo,
[CAN].[EMAIL] = @Email,
[CAN].[WEBADDRESS] = @WebAddress,
[CAN].[SSNUMBER] = @PPSNo,
[CAN].[LEGALNAME] = @LegalName,
[CAN].[LEGALADDRESS] = @LegalAddress,
[CAN].[DXREF] = @DXRel,
[CAN].[DOB] = CASE @DateOFBirth
WHEN NULL
THEN ''
ELSE CONVERT(DATETIME, @DateOFBirth, 112) END,
[CAN].[MARTIALSTATUS] = ISNULL(@MaritalStatus, ''),
[CAN].[MARRIAGEDATE] = CASE @MarriageDate
WHEN NULL
THEN ''
ELSE CONVERT(DATETIME, @MarriageDate, 112) END,
[CAN].[DATESEPARATED] = CASE @DateSeparated
WHEN NULL
THEN ''
ELSE CONVERT(DATETIME, @DateSeparated, 112) END,
[CAN].[DECEASEDDATE] = CASE @DeceasedDate
WHEN NULL
THEN ''
ELSE CONVERT(DATETIME, @DeceasedDate, 112) END,
[CAN].[OCCUPATION] = @Occupation,
[CAN].[NOTES] = @Note,
[CAN].[AREA] = @Area,
[CAN].[TOWN] = @Town,
[CAN].[TAX] = @Tax,
[CAN].[DECEASED] = @Deceased,
[CAN].[GENDER] = ISNULL(@Gender, ''),
[CAN].[FORENAME] = @FirstName,
[CAN].[SURNAME] = @SurName,
[CAN].[County] = @County,
[CAN].[PostalCode] = @PostalCode,
[CAN].[BankName] = @BankName,
[CAN].[BankAddress] = @BankAddress,
[CAN].[BankSortCode] = @BankSortCode,
[CAN].[BankAccNo] = @BankAccNo,
[CAN].[IBAN] = @IBan,
[CAN].[Bic] = @Bic,
[CAN].[EFTEmailAddress] = @EFTEmailAddress,
[CAN].[Retired] = @Retired,
[CAN].[BankType] = @Banktype,
[CAN].[AddressType] = @AddressType,
[CAN].[ServiceType] = @ServiceType
FROM [dbo].[CaseAssociatesNames] [CAN]
WHERE [CAN].[CODE] = @Code
SET @Result = 2
END
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KAAS_XMLDiaryDelegation',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_XMLDiaryDelegation]
GO
CREATE PROCEDURE [dbo].[KAAS_XMLDiaryDelegation]
(
@DEL VARCHAR(MAX)
)
AS
/*******************************************************************************************************
* Performs a diary delegation based on the XML string passed in. *
* *
* Stored Procedure Name : [dbo].[KAAS_XMLDiaryDelegation] *
* Copied from : [dbo].[ky_NETSPXMLDiaryDelegation] *
* *
* Modification History: *
* 2019-04-24 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
DECLARE @Return INT
EXEC @Return = [dbo].[KAAS_ScalarXMLDiaryDelegation] @DEL
SELECT ISNULL(@Return, -4)
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = N'KAAS_XMLFlagDayBookEntriesForAdHocPosting'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_XMLFlagDayBookEntriesForAdHocPosting]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_XMLFlagDayBookEntriesForAdHocPosting]
(@XML NVARCHAR(MAX))
AS
/*******************************************************************************************************
* Flags entries for Ad Hoc posting *
* *
* Stored Procedure Name : [dbo].[KAAS_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 EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = 'KAAS_XMLGetCaseFields'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_XMLGetCaseFields]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_XMLGetCaseFields]
(@SEARCH NVARCHAR(MAX))
AS
/**********************************************************************************************************************
* Reads various case related fields and returns a tabular representation of the requested fields, prompts and values *
* *
* Stored Procedure : KAAS_XMLGetCaseFields *
* Copied From : [dbo].[ky_NETSPXMLGetCaseFields] *
* *
* Calls [dbo].[KAAS_XMLGetCaseFieldsDebug] *
* *
* Modification History *
* 2019-12-18 Vinodhan Created KAAS_XMLGetCaseFields *
* *
**********************************************************************************************************************/
BEGIN
EXEC [dbo].[KAAS_XMLGetCaseFieldsDebug] @SEARCH, 0, 0
END
GO
IF EXISTS
(SELECT TOP 1 1
FROM SYS.[objects] SO
WHERE SO.[name] = 'KAAS_XMLGetCaseFieldsDebug'
AND SO.[type] = 'P')
BEGIN
DROP PROCEDURE [dbo].[KAAS_XMLGetCaseFieldsDebug]
END
GO
CREATE PROCEDURE
[dbo].[KAAS_XMLGetCaseFieldsDebug]
(@SEARCH NVARCHAR(MAX),
@USEOLDPARSER BIT,
@DEBUG BIT)
AS
/*********************************************************************************************************************
*
* Reads various case related fields and returns a tabular representation of the requested fields, prompts and values
*
* Stored Procedure : KAAS_XMLGetCaseFieldsDebug
* Copied From : [dbo].[ky_NETSPXMLGetCaseFields]
*
* Example search string
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
* '
*
* Modification History
* 2015-08-27 Pino Carafa Created
* 2016-01-05 Pino Carafa Allow for passing in Current Handler as "handler" attribute in the main
* "search" element. If passed in, use this to Left Outer Join to [dbo].[handlers]
* If missing, revert back to [MAT].[FECode] - KEYD-3067
* 2016-02-03 Pino Carafa The TEA1 prefix (used in ACTUALNAME values) actually refers to case fee earners
* not - as the prefix suggests - "teams". Change the parser to revert TEA1
* prefixes to the new FEH prefix used for the Handlers table joined to Matters
* by FECode
* 2016-07-19 Pino Carafa Code to parse [SQLStatement] was incomplete
* 2016-10-03 Pino Carafa KEYD-4109 Handle , ,
* and
* 2016-10-04 Pino Carafa Include the Prefix. Relate AND to [CDE]
* For 'UDF:'
* 2016-10-17 Pino Carafa Left outer join to [dbo].[contacts]
* 2016-10-18 Pino Carafa Improve formatting of numerical values, increase display length
* KEYD-4171 and KEYD-4172
* 2016-10-20 Pino Carafa KEYD-4179
* 2016-10-20 Pino Carafa Added functionality to handle KEYD-4121 requirements
* 2016-10-28 Pino Carafa Added functionality to override ActualName (e.g. for SYS:run(..) statements)
* 2016-10-28 Pino Carafa Added functionality to override Retrieval Code
* 2017-01-31 Pino Carafa Added functionality to handle SYS: retrieval fields - ky_NETSPParseSysField
* 2017-02-01 Pino Carafa Fixed issue with more complex SYS: values
* 2018-02-01 Pino Carafa Handle 0/Null Date values
* 2018-02-02 Pino Carafa Added Debug option and increased field sizes to 500 to allow for longer codes
* 2018-02-05 Pino Carafa Fixed issue with CONNUM
* 2018-02-06 Pino Carafa Improved handling of Dummy fields and Case Associates Contact No's by Type
* 2018-03-06 Pino Carafa Handling the -1 ConNums for "Skipped" Client Contacts or Case Associates
* 2018-12-04 Pino Carafa Handling UDF: codes with periods in them like u.acc.date
* 2018-12-11 Pino Carafa Add support for [MAT], [CSM], [CON] and [CLT] prefixes in [SQLStatement] for UDF:
* 2018-12-11 Pino Carafa Allow for format(UDF('field', 'format'))
* 2018-12-12 Pino Carafa Added support for [DATE:] and [DATE:, '@d18'), 4, 14) functionality to
* extract Month and Year for a date. To be replaced with f.AddDays moving forward
* Also: SYS:year(Today())
* 2019-01-09 Pino Carafa Added converters to convert format(UDF( and iif(UDF( syntax to SQL syntax
* 2019-01-11 Pino Carafa Use the new Retrieval Code Interpreter - for now it will just affect AUD: codes
* 2019-01-11 Pino Carafa Use the new Retrieval Code Interpreter for the MAT: Prefix
* When a Doc Assist for MAT: has an ActualName or SQLSTATEMENT, use the old
* parser instead.
* 2019-01-15 Pino Carafa Use the new Retrieval Code Interpreter for the CAN: Prefix
* 2019-01-15 Pino Carafa When searching for '.' or '#' use the ky_NETFNGetUnquotedCharacterPos function
* so that it doesn't trip over literal values containing these.
* 2019-01-16 Pino Carafa Use the new Retrieval Code Interpreter for ALL prefixes. The
* ky_NETSPRetrievalCodeInterpreter will handle these, but if it comes across
* one it can't handle (most likely due to an ACTUALNAME or SQLSTATEMENT)
* it will hand it back to this procedure to deal with it using the OLD one.
* 2019-01-17 Pino Carafa ... but stick with OLD interpreter when the field is a simple code.
* 2019-01-17 Pino Carafa Don't EVER try to parse an ACTUALNAME if there is also a SQLSTATEMENT
* 2019-01-18 Pino Carafa Implemented Choose and IIF statements in the Function Interpreter
* 2019-01-21 Pino Carafa Use OLDPARSEQ rather than OLDPARSER to indicate quoted values to be returned
* through the old Parser, so that we can then double the quotes in the returned
* value, preventing issue KEYD-5663
* 2019-01-22 Pino Carafa make sure that PREFIX:FIELDNAME is parsed the same way as [PREFIX:FIELDNAME]
* 2019-01-28 Pino Carafa make sure that a > in the Field ID is interpreted as a Document Naming
* if it looks like [literal unquoted text >Field ID], and as a Greater Than
* comparison otherwise
* 2019-02-01 Pino Carafa Change columns to VARCHAR(MAX) to allow for much more complex codes
* 2019-02-01 Pino Carafa Process LCN: codes with new Parser
* 2019-02-06 Pino Carafa Allow for longer Format strings
* 2019-07-08 Pino Carafa Inconsistent "Date" type CUFs
* 2019-12-16 Vinodhan Created KAAS_XMLGetCaseFieldsDebug
*
*********************************************************************************************************************/
BEGIN
DECLARE @DummyCanNums TABLE
([Type] VARCHAR(12) PRIMARY KEY,
[CanNum] INT)
DECLARE @SEARCHES TABLE
([id] INT IDENTITY(1, 1),
[case] VARCHAR(20),
[handler] VARCHAR(10),
[RetrievalCode] VARCHAR(MAX),
[OriginalRetrievalCode] VARCHAR(MAX),
[FieldID] VARCHAR(MAX),
[Prefix] VARCHAR(5),
[FieldName] VARCHAR(MAX),
[SQLTable] NVARCHAR(128),
[ConType] VARCHAR(12),
[ConNum] INT,
[ActionID] INT,
[TrackReference] INT,
[SQLStatement] VARCHAR(MAX),
[SQLField] VARCHAR(MAX),
[ActualName] VARCHAR(MAX),
[Prompt] VARCHAR(80),
[FORMAT] VARCHAR(50),
[VALUE] VARCHAR(MAX),
[COMMAND] NVARCHAR(MAX),
[DOCNAMING] VARCHAR(MAX))
DECLARE @OLDPARSER TABLE
([RetrievalCode] VARCHAR(MAX),
[Prompt] VARCHAR(MAX),
[VALUE] VARCHAR(MAX),
[DOCNAMING] VARCHAR(MAX))
DECLARE @iSL INT
DECLARE @NCommand NVARCHAR(MAX)
DECLARE @VALUE VARCHAR(MAX)
DECLARE @mattercode varchar(20)
DECLARE @ActionID INT
DECLARE @TrackReference INT
DECLARE @ConType VARCHAR(20)
DECLARE @ConNum INT
DECLARE @UDFPrefix VARCHAR(5)
DECLARE @UDFName VARCHAR(30)
DECLARE @ID INT
DECLARE @CURID INT
DECLARE @DummyConnum INT
DECLARE @DummyCanType VARCHAR(12)
DECLARE @DummyCannum INT
DECLARE @XMLHead VARCHAR(MAX)
DECLARE @XMLOldParser VARCHAR(MAX)
BEGIN TRY
EXEC sp_xml_preparedocument @iSL OUTPUT, @Search
END TRY
BEGIN CATCH
EXEC sp_xml_preparedocument @iSL OUTPUT, N''
END CATCH
BEGIN TRY
INSERT
INTO @SEARCHES
([case],
[handler],
[FieldID],
[RetrievalCode],
[OriginalRetrievalCode],
[ActionID],
[TrackReference],
[ActualName])
SELECT [SRC].[case],
[SRC].[handler],
[SRC].[FieldID],
ISNULL([SRC].[RetrievalCode], [SRC].[FieldID]),
ISNULL([SRC].[RetrievalCode], [SRC].[FieldID]),
[SRC].[ActionID],
[SRC].[TrackReference],
[SRC].[ActualName]
FROM OPENXML(@iSL, N'search/Field')
WITH ([case] VARCHAR(20) '../@case',
[handler] VARCHAR(10) '../@handler',
[FieldID] VARCHAR(MAX) '@ID',
[ActionID] INT '@ACTIONID',
[TrackReference] INT '@TRACKREFERENCE',
[ActualName] VARCHAR(MAX) '@ActualName',
[RetrievalCode] VARCHAR(MAX) '@RetrievalCode') [SRC]
END TRY
BEGIN CATCH
BEGIN TRY
EXEC sp_xml_removedocument @iSL
END TRY
BEGIN CATCH
END CATCH
SELECT TOP 1
'INVALID XML' AS [RetrievalCode],
'' AS [Prompt],
'' AS [VALUE]
RETURN
END CATCH
EXEC sp_xml_removedocument @iSL
SET @XMLHead = SUBSTRING(@SEARCH, 1, CHARINDEX(N'>', @SEARCH))
IF @Debug = 1
BEGIN
SELECT @XMLHead
END
IF NOT EXISTS
(SELECT TOP 1 1 FROM @SEARCHES)
BEGIN
SELECT TOP 1
'INVALID XML or nothing requested' AS [RetrievalCode],
'' AS [Prompt],
'' AS [VALUE]
RETURN
END
SELECT TOP 1 @ID = [SRC].[id]
FROM @SEARCHES [SRC]
ORDER BY [SRC].[id]
--IF @DEBUG = 1
-- BEGIN
-- SELECT * FROM @SEARCHES
-- END
WHILE @ID IS NOT NULL
BEGIN
SET @CURID = @ID
SET @ID = NULL
DECLARE @ACTIONCODE VARCHAR(MAX)
SET @ACTIONCODE = NULL
SELECT @ACTIONCODE = [SRC].[FieldID]
FROM @SEARCHES [SRC]
WHERE [SRC].[id] = @CURID
IF @ACTIONCODE LIKE '[[]DATE:%'
BEGIN
SET @ACTIONCODE = SUBSTRING(@ACTIONCODE, 7, LEN(@ACTIONCODE) - 7)
IF EXISTS
(SELECT TOP 1 1
FROM [dbo].[TemplateActions] [TAC]
WHERE [TAC].[ACTIONCODE] = @ACTIONCODE)
BEGIN
DECLARE @NEXTID INT
DECLARE @DIA3Found BIT
SET @DIA3Found = 0
SET @NEXTID = @CURID + 1
WHILE EXISTS
(SELECT TOP 1 1
FROM @SEARCHES [SRC]
WHERE [SRC].[id] = @NEXTID)
BEGIN
IF EXISTS
(SELECT TOP 1 1
FROM @SEARCHES [SRC]
WHERE [SRC].[id] = @NEXTID
AND [SRC].[FieldID] LIKE '%DIA3:%')
BEGIN
SET @DIA3Found = 1
UPDATE [SRC]
SET [SRC].[FieldID] = [dbo].[KAAS_FN_ParseDIA3](@ACTIONCODE, [SRC].[FieldID])
FROM @SEARCHES [SRC]
WHERE [SRC].[id] = @NEXTID
END
ELSE
BEGIN
SET @NEXTID = (SELECT MAX([id]) FROM @SEARCHES [SRC])
END
SET @NEXTID = @NEXTID + 1
END
IF @DIA3Found = 0
BEGIN
UPDATE [SRC]
SET [SRC].[FieldID] = '[SYS:f.GetLatestActionInfo(MAT:Code, ''' + @ACTIONCODE + ''', ''Date'', ''DD MMMM YYYY'')]'
FROM @SEARCHES [SRC]
WHERE [SRC].[id] = @CURID
END
END
END
IF @ACTIONCODE LIKE 'DATE:%'
BEGIN
SET @ACTIONCODE = SUBSTRING(@ACTIONCODE, 6, LEN(@ACTIONCODE) - 5)
IF EXISTS
(SELECT TOP 1 1
FROM [dbo].[TemplateActions] [TAC]
WHERE [TAC].[ACTIONCODE] = @ACTIONCODE)
BEGIN
SET @DIA3Found = 0
SET @NEXTID = @CURID + 1
WHILE EXISTS
(SELECT TOP 1 1
FROM @SEARCHES [SRC]
WHERE [SRC].[id] = @NEXTID)
BEGIN
IF EXISTS
(SELECT TOP 1 1
FROM @SEARCHES [SRC]
WHERE [SRC].[id] = @NEXTID
AND [SRC].[FieldID] LIKE '%DIA3:%')
BEGIN
SET @DIA3Found = 1
UPDATE [SRC]
SET [SRC].[FieldID] = [dbo].[KAAS_FN_ParseDIA3](@ACTIONCODE, [SRC].[FieldID])
FROM @SEARCHES [SRC]
WHERE [SRC].[id] = @NEXTID
END
ELSE
BEGIN
SET @NEXTID = (SELECT MAX([id]) FROM @SEARCHES [SRC])
END
SET @NEXTID = @NEXTID + 1
END
IF @DIA3Found = 0
BEGIN
UPDATE [SRC]
SET [SRC].[FieldID] = '[SYS:f.GetLatestActionInfo(MAT:Code, ''' + @ACTIONCODE + ''', ''Date'', ''DD MMMM YYYY'')]'
FROM @SEARCHES [SRC]
WHERE [SRC].[id] = @CURID
END
END
END
DECLARE @ORIGINALRETRIEVALCODE VARCHAR(MAX)
DECLARE @NEWRETRIEVALCODE VARCHAR(MAX)
DECLARE @ACTUALNAME VARCHAR(MAX)
SELECT @mattercode = [SRC].[case],
@ActionID = [SRC].[ActionID],
@TrackReference = [SRC].[TrackReference],
@ACTUALNAME = [SRC].[ActualName],
@ORIGINALRETRIEVALCODE = [SRC].[RetrievalCode]
FROM @SEARCHES [SRC]
WHERE [SRC].[id] = @CURID
SET @ORIGINALRETRIEVALCODE = ISNULL(@ORIGINALRETRIEVALCODE, '')
SET @NEWRETRIEVALCODE = @ORIGINALRETRIEVALCODE
BEGIN TRY
--for now, limit this functionality to codes containing the new AUD: and AUS: prefixes
--IF (@NEWRETRIEVALCODE LIKE '%AUD:%') OR (@NEWRETRIEVALCODE LIKE '%AUS:%')
-- BEGIN
IF @DEBUG = 1
BEGIN
SELECT 'Interpret Retrieval Code',
@mattercode AS [Matter Code],
@ActionID AS [Action ID],
@TrackReference AS [Track Reference],
@ACTUALNAME AS [Actual Name],
@ORIGINALRETRIEVALCODE AS [Original Retrieval Code],
@NEWRETRIEVALCODE AS [New Retrieval Code]
END
IF @USEOLDPARSER = 0
BEGIN
IF NOT EXISTS
(SELECT TOP 1 1
FROM [dbo].[SystemUserDefinedFields] [SUF]
WHERE ( ('[' + [SUF].[FILEPREFIX] + [SUF].[FIELDNAME] + ']' = @ORIGINALRETRIEVALCODE)
OR ([SUF].[FILEPREFIX] + [SUF].[FIELDNAME] = @ORIGINALRETRIEVALCODE)
OR ('[' + [SUF].[FILEPREFIX] + ' ' + [SUF].[FIELDNAME] + ']' = @ORIGINALRETRIEVALCODE)
OR ([SUF].[FILEPREFIX] + ' ' + [SUF].[FIELDNAME] = @ORIGINALRETRIEVALCODE))
AND [SUF].[FILEPREFIX] <> 'LCN:')
BEGIN
--IF (@NEWRETRIEVALCODE NOT LIKE '%choose(%')
--BEGIN
EXEC [dbo].[KAAS_RetrievalCodeInterpreter] @mattercode,
@ActionID,
@TrackReference,
@ACTUALNAME,
@ORIGINALRETRIEVALCODE,
@NEWRETRIEVALCODE OUT
--END
END
END
-- END
END TRY
BEGIN CATCH
END CATCH
IF (@NEWRETRIEVALCODE <> @ORIGINALRETRIEVALCODE) AND (@NEWRETRIEVALCODE NOT LIKE '%OLDPARSE**%')
BEGIN
IF @DEBUG = 1
BEGIN
SELECT @ORIGINALRETRIEVALCODE AS [Retrieval Code], @NEWRETRIEVALCODE AS [Interpreted Retrieval Code]
END
UPDATE [SRC]
SET [SRC].[PREFIX] = NULL,
[SRC].[FieldName] = NULL,
[SRC].[FieldID] = @NEWRETRIEVALCODE,
[SRC].[RetrievalCode] = @NEWRETRIEVALCODE
FROM @SEARCHES [SRC]
WHERE [SRC].[id] = @CURID
END
DECLARE @ORTSTART INT
DECLARE @ORTEND INT
DECLARE @ORTFIELDNAME VARCHAR(MAX)
DECLARE @ORTFILE VARCHAR(5)
DECLARE @ORTFIELD VARCHAR(MAX)
DECLARE @ORTTYPE VARCHAR(20)
DECLARE @ORTSTARTSTRING VARCHAR(MAX)
DECLARE @ORTENDSTRING VARCHAR(MAX)
WHILE @NEWRETRIEVALCODE LIKE '%OLDPARSER**%'
BEGIN
--SELECT @ORIGINALRETRIEVALCODE AS [Original Retrieval Code], @NEWRETRIEVALCODE AS [New Retrieval Code]
SET @ORTSTART = PATINDEX('%OLDPARSER**%', @NEWRETRIEVALCODE)
SET @ORTEND = PATINDEX('%**RESRAPDLO**%', @NEWRETRIEVALCODE)
SET @ORTSTARTSTRING = SUBSTRING(@NEWRETRIEVALCODE, 1, @ORTSTART - 1)
SET @ORTENDSTRING = SUBSTRING(@NEWRETRIEVALCODE, @ORTEND + 13, LEN(@NEWRETRIEVALCODE) - @ORTEND - 12)
SET @ORTFIELDNAME = SUBSTRING(@NEWRETRIEVALCODE, @ORTSTART + 18, @ORTEND - @ORTSTART - 18)
SET @ORTFILE = SUBSTRING(@ORTFIELDNAME, 1, PATINDEX('%**%', @ORTFIELDNAME) - 1) + ':'
SET @ORTFIELDNAME = SUBSTRING(@ORTFIELDNAME, LEN(@ORTFILE) + 2, LEN(@ORTFIELDNAME) - LEN(@ORTFILE) - 1)
SET @ORTFIELD = SUBSTRING(@ORTFIELDNAME, 1, PATINDEX('%**TYPE**%', @ORTFIELDNAME) - 1)
SET @ORTTYPE = SUBSTRING(@ORTFIELDNAME, PATINDEX('%**TYPE**%', @ORTFIELDNAME) + 8, LEN(@ORTFIELDNAME) - PATINDEX('%**TYPE**%', @ORTFIELDNAME) - 7)
--SELECT @ORTSTARTSTRING, @ORTFILE, @ORTFIELD, @ORTTYPE, @ORTENDSTRING
--RETURN
SET @XMLOldParser = @XMLHead + ''
--SET @NEWRETRIEVALCODE = SUBSTRING(@NEWRETRIEVALCODE, 17, LEN(@NEWRETRIEVALCODE) - 17)
--SELECT @NEWRETRIEVALCODE AS [Use old parser], @ORIGINALRETRIEVALCODE AS [RetrievalCode], @XMLOldParser AS [Old Parser Request]
DELETE @OLDPARSER
INSERT
INTO @OLDPARSER
([RetrievalCode],
[Prompt],
[VALUE],
[DOCNAMING])
EXEC [dbo].[KAAS_XMLGetCaseFieldsDebug] @XMLOldParser, 1, 0
--SELECT * FROM @OLDPARSER
SELECT @NEWRETRIEVALCODE = @ORTSTARTSTRING + [OP].[VALUE] + @ORTENDSTRING FROM @OLDPARSER [OP]
--SELECT @NEWRETRIEVALCODE
--SET @NEWRETRIEVALCODE = @ORIGINALRETRIEVALCODE
UPDATE [SRC]
SET [SRC].[PREFIX] = NULL,
[SRC].[FieldName] = NULL,
[SRC].[FieldID] = @NEWRETRIEVALCODE,
[SRC].[RetrievalCode] = @NEWRETRIEVALCODE
FROM @SEARCHES [SRC]
WHERE [SRC].[id] = @CURID
END
WHILE @NEWRETRIEVALCODE LIKE '%OLDPARSEQ**%'
BEGIN
--SELECT @ORIGINALRETRIEVALCODE AS [Original Retrieval Code], @NEWRETRIEVALCODE AS [New Retrieval Code]
SET @ORTSTART = PATINDEX('%OLDPARSEQ**%', @NEWRETRIEVALCODE)
SET @ORTEND = PATINDEX('%**QESRAPDLO**%', @NEWRETRIEVALCODE)
SET @ORTSTARTSTRING = SUBSTRING(@NEWRETRIEVALCODE, 1, @ORTSTART - 1)
SET @ORTENDSTRING = SUBSTRING(@NEWRETRIEVALCODE, @ORTEND + 13, LEN(@NEWRETRIEVALCODE) - @ORTEND - 12)
SET @ORTFIELDNAME = SUBSTRING(@NEWRETRIEVALCODE, @ORTSTART + 18, @ORTEND - @ORTSTART - 18)
SET @ORTFILE = SUBSTRING(@ORTFIELDNAME, 1, PATINDEX('%**%', @ORTFIELDNAME) - 1) + ':'
SET @ORTFIELDNAME = SUBSTRING(@ORTFIELDNAME, LEN(@ORTFILE) + 2, LEN(@ORTFIELDNAME) - LEN(@ORTFILE) - 1)
SET @ORTFIELD = SUBSTRING(@ORTFIELDNAME, 1, PATINDEX('%**TYPE**%', @ORTFIELDNAME) - 1)
SET @ORTTYPE = SUBSTRING(@ORTFIELDNAME, PATINDEX('%**TYPE**%', @ORTFIELDNAME) + 8, LEN(@ORTFIELDNAME) - PATINDEX('%**TYPE**%', @ORTFIELDNAME) - 7)
--SELECT @ORTSTARTSTRING, @ORTFILE, @ORTFIELD, @ORTTYPE, @ORTENDSTRING
--RETURN
SET @XMLOldParser = @XMLHead + ''
--SET @NEWRETRIEVALCODE = SUBSTRING(@NEWRETRIEVALCODE, 17, LEN(@NEWRETRIEVALCODE) - 17)
--SELECT @NEWRETRIEVALCODE AS [Use old parser], @ORIGINALRETRIEVALCODE AS [RetrievalCode], @XMLOldParser AS [Old Parser Request]
DELETE @OLDPARSER
INSERT
INTO @OLDPARSER
([RetrievalCode],
[Prompt],
[VALUE],
[DOCNAMING])
EXEC [dbo].[KAAS_XMLGetCaseFieldsDebug] @XMLOldParser, 1, 0
--SELECT * FROM @OLDPARSER
SELECT @NEWRETRIEVALCODE = @ORTSTARTSTRING + REPLACE([OP].[VALUE], '''', '''''') + @ORTENDSTRING FROM @OLDPARSER [OP]
--SELECT @NEWRETRIEVALCODE
--SET @NEWRETRIEVALCODE = @ORIGINALRETRIEVALCODE
UPDATE [SRC]
SET [SRC].[PREFIX] = NULL,
[SRC].[FieldName] = NULL,
[SRC].[FieldID] = @NEWRETRIEVALCODE,
[SRC].[RetrievalCode] = @NEWRETRIEVALCODE
FROM @SEARCHES [SRC]
WHERE [SRC].[id] = @CURID
END
IF @DEBUG = 1
BEGIN
SELECT 'Before first attempt', * FROM @Searches WHERE [id] = @CURID
END
DECLARE @DOCNAMINGFIELDID VARCHAR(MAX)
DECLARE @DOCNAMINGNAMING VARCHAR(MAX)
DECLARE @DOCNAMINGGTPOS INT
BEGIN TRY
SELECT @DOCNAMINGFIELDID = [SRC].[FieldID],
@DOCNAMINGNAMING = ''
FROM @SEARCHES [SRC]
WHERE [SRC].[id] = @CURID
SET @DOCNAMINGGTPOS = CHARINDEX('>', @DOCNAMINGFIELDID)
IF @DOCNAMINGGTPOS > 0
BEGIN
SET @DOCNAMINGNAMING = LTRIM(SUBSTRING(@DOCNAMINGFIELDID, 1, @DOCNAMINGGTPOS - 1))
SET @DOCNAMINGFIELDID = LTRIM(RTRIM(SUBSTRING(@DOCNAMINGFIELDID, @DOCNAMINGGTPOS + 1, LEN(@DOCNAMINGFIELDID) - @DOCNAMINGGTPOS)))
END
ELSE
BEGIN
SET @DOCNAMINGNAMING = ''
SET @DOCNAMINGFIELDID = ''
END
IF LEN(@DOCNAMINGNAMING) > 0
BEGIN
IF SUBSTRING(@DOCNAMINGNAMING, 1, 1) = '['
BEGIN
SET @DOCNAMINGNAMING = SUBSTRING(@DOCNAMINGNAMING, 2, LEN(@DOCNAMINGNAMING) - 1)
END
END
IF LEN(@DOCNAMINGFIELDID) > 0
BEGIN
IF SUBSTRING(@DOCNAMINGFIELDID, LEN(@DOCNAMINGFIELDID), 1) = ']'
BEGIN
SET @DOCNAMINGFIELDID = SUBSTRING(@DOCNAMINGFIELDID, 1, LEN(@DOCNAMINGFIELDID) - 1)
END
END
IF CHARINDEX(':', @DOCNAMINGNAMING) > 0
BEGIN
IF EXISTS
(SELECT TOP 1 1
FROM [dbo].[systemuserdefinedfields] [SUF]
WHERE [SUF].[FILEPREFIX] = SUBSTRING(@DOCNAMINGNAMING, 1, CHARINDEX(':', @DOCNAMINGNAMING))
AND [SUF].[FIELDNAME] = SUBSTRING(@DOCNAMINGNAMING, CHARINDEX(':', @DOCNAMINGNAMING) + 1, LEN(@DOCNAMINGNAMING) - CHARINDEX(':', @DOCNAMINGNAMING)))
BEGIN
SET @DOCNAMINGNAMING = ''
SET @DOCNAMINGFIELDID = ''
END
END
IF CHARINDEX('''', @DOCNAMINGNAMING) > 0
BEGIN
SET @DOCNAMINGNAMING = ''
SET @DOCNAMINGFIELDID = ''
END
IF CHARINDEX('‘', @DOCNAMINGNAMING) > 0
BEGIN
SET @DOCNAMINGNAMING = ''
SET @DOCNAMINGFIELDID = ''
END
IF CHARINDEX('’', @DOCNAMINGNAMING) > 0
BEGIN
SET @DOCNAMINGNAMING = ''
SET @DOCNAMINGFIELDID = ''
END
IF CHARINDEX('(', @DOCNAMINGNAMING) > 0
BEGIN
SET @DOCNAMINGNAMING = ''
SET @DOCNAMINGFIELDID = ''
END
IF CHARINDEX(')', @DOCNAMINGNAMING) > 0
BEGIN
SET @DOCNAMINGNAMING = ''
SET @DOCNAMINGFIELDID = ''
END
IF @DOCNAMINGFIELDID <> ''
BEGIN
UPDATE [SRC]
SET [SRC].[FieldID] = @DOCNAMINGFIELDID,
[SRC].[DOCNAMING] = @DOCNAMINGNAMING
FROM @SEARCHES [SRC]
WHERE [SRC].[id] = @CURID
END
END TRY
BEGIN CATCH
END CATCH
BEGIN TRY
--UPDATE [SRC]
-- SET [SRC].[FieldID] = CASE WHEN [SRC].[FieldID] LIKE '%>%' THEN SUBSTRING([SRC].[FieldID], CHARINDEX('>', [SRC].[FieldID]) + 1, LEN([SRC].[FieldID]) - CHARINDEX('>', [SRC].[FieldID])) ELSE [SRC].[FieldID] END,
-- [SRC].[DOCNAMING] = CASE WHEN [SRC].[FieldID] LIKE '%>%' THEN SUBSTRING([SRC].[FieldID], 1, CHARINDEX('>', [SRC].[FieldID]) - 1) ELSE '' END
-- FROM @SEARCHES [SRC]
-- WHERE [SRC].[id] = @CURID
UPDATE [SRC]
SET [SRC].[RetrievalCode] = CASE WHEN [SRC].[RetrievalCode] LIKE 'UDF:%' THEN REPLACE([SRC].[RetrievalCode], '.', '_per_') ELSE [SRC].[RetrievalCode] END,
[SRC].[FieldID] = CASE WHEN [SRC].[FieldID] LIKE 'UDF:%' THEN REPLACE([SRC].[FieldID], '.', '_per_') ELSE [SRC].[FieldID] END
FROM @SEARCHES [SRC]
WHERE [SRC].[id] = @CURID
END TRY
BEGIN CATCH
UPDATE [SRC]
SET [SRC].[Prompt] = '*** Unable to parse ***'
FROM @SEARCHES [SRC]
WHERE [SRC].[id] = @CURID
END CATCH
BEGIN TRY
UPDATE [SRC]
SET [SRC].[FieldID] = CASE WHEN [SRC].[FieldID] LIKE '[[]%]' THEN SUBSTRING([SRC].[FieldID], 2, LEN([SRC].[FieldID]) - 2) ELSE [SRC].[FieldID] END
FROM @SEARCHES [SRC]
WHERE [SRC].[id] = @CURID
END TRY
BEGIN CATCH
UPDATE [SRC]
SET [SRC].[Prompt] = '*** Unable to parse ***'
FROM @SEARCHES [SRC]
WHERE [SRC].[id] = @CURID
END CATCH
BEGIN TRY
UPDATE [SRC]
SET [SRC].[FieldID] = CASE WHEN [SRC].[FieldID] LIKE 'SYS:%(%'
THEN [SRC].[FieldID]
WHEN [SRC].[FieldID] LIKE 'UDF:%'
THEN [SRC].[FieldID]
WHEN [dbo].[KAAS_FN_GetUnquotedCharacterPosFrom]('.', [SRC].[FieldID], 1) > 0
THEN SUBSTRING([SRC].[FieldID], 1, [dbo].[KAAS_FN_GetUnquotedCharacterPosFrom]('.', [SRC].[FieldID], 1) - 1)
WHEN [dbo].[KAAS_FN_GetUnquotedCharacterPosFrom]('#', [SRC].[FieldID], 1) > 0
THEN SUBSTRING([SRC].[FieldID], 1, [dbo].[KAAS_FN_GetUnquotedCharacterPosFrom]('#', [SRC].[FieldID], 1) - 1)
ELSE [SRC].[FieldID] END,
[SRC].[ConType] = CASE WHEN [SRC].[FieldID] LIKE 'SYS:%(%'
THEN [SRC].[ConType]
WHEN [SRC].[FieldID] LIKE 'UDF:%'
THEN [SRC].[ConType]
WHEN [dbo].[KAAS_FN_GetUnquotedCharacterPosFrom]('.', [SRC].[FieldID], 1) > 0
AND [dbo].[KAAS_FN_GetUnquotedCharacterPosFrom]('#', [SRC].[FieldID], 1) > 0
THEN CONVERT(VARCHAR(12), SUBSTRING([SRC].[FieldID], [dbo].[KAAS_FN_GetUnquotedCharacterPosFrom]('.', [SRC].[FieldID], 1) + 1, [dbo].[KAAS_FN_GetUnquotedCharacterPosFrom]('#', [SRC].[FieldID], 1) - [dbo].[KAAS_FN_GetUnquotedCharacterPosFrom]('.', [SRC].[FieldID], 1) - 1))
WHEN [dbo].[KAAS_FN_GetUnquotedCharacterPosFrom]('.', [SRC].[FieldID], 1) > 0
THEN CONVERT(VARCHAR(12), SUBSTRING([SRC].[FieldID], [dbo].[KAAS_FN_GetUnquotedCharacterPosFrom]('.', [SRC].[FieldID], 1) + 1, LEN([SRC].[FieldID]) - [dbo].[KAAS_FN_GetUnquotedCharacterPosFrom]('.', [SRC].[FieldID], 1)))
ELSE NULL END,
[SRC].[ConNum] = CASE WHEN [SRC].[FieldID] LIKE 'SYS:%(%'
THEN [SRC].[ConNum]
WHEN [SRC].[FieldID] LIKE 'UDF:%'
THEN [SRC].[ConNum]
WHEN [dbo].[KAAS_FN_GetUnquotedCharacterPosFrom]('.', [SRC].[FieldID], 1) > 0
AND [dbo].[KAAS_FN_GetUnquotedCharacterPosFrom]('#', [SRC].[FieldID], 1) > 0
THEN CONVERT(INT, SUBSTRING([SRC].[FieldID], [dbo].[KAAS_FN_GetUnquotedCharacterPosFrom]('#', [SRC].[FieldID], 1) + 1, LEN([SRC].[FieldID]) - [dbo].[KAAS_FN_GetUnquotedCharacterPosFrom]('#', [SRC].[FieldID], 1)))
WHEN [dbo].[KAAS_FN_GetUnquotedCharacterPosFrom]('.', [SRC].[FieldID], 1) > 0
THEN NULL
WHEN [dbo].[KAAS_FN_GetUnquotedCharacterPosFrom]('#', [SRC].[FieldID], 1) > 0
THEN CONVERT(INT, SUBSTRING([SRC].[FieldID], [dbo].[KAAS_FN_GetUnquotedCharacterPosFrom]('#', [SRC].[FieldID], 1) + 1, LEN([SRC].[FieldID]) - [dbo].[KAAS_FN_GetUnquotedCharacterPosFrom]('#', [SRC].[FieldID], 1)))
ELSE NULL END
FROM @SEARCHES [SRC]
WHERE [SRC].[id] = @CURID
AND ISNULL([SRC].[Prompt], '') <> '***Unable to parse***'
END TRY
BEGIN CATCH
UPDATE [SRC]
SET [SRC].[Prompt] = '***Unable to parse***'
FROM @SEARCHES [SRC]
WHERE [SRC].[id] = @CURID
END CATCH
BEGIN TRY
UPDATE [SRC]
SET [SRC].[Prefix] = CASE WHEN [dbo].[KAAS_FN_GetUnquotedCharacterPosFrom](':', [SRC].[FieldID], 1) > 0
THEN SUBSTRING([SRC].[FieldID], 1, [dbo].[KAAS_FN_GetUnquotedCharacterPosFrom](':', [SRC].[FieldID], 1))
ELSE NULL END,
[SRC].[FieldName] = CASE WHEN [dbo].[KAAS_FN_GetUnquotedCharacterPosFrom](':', [SRC].[FieldID], 1) > 0
THEN SUBSTRING([SRC].[FieldID], [dbo].[KAAS_FN_GetUnquotedCharacterPosFrom](':', [SRC].[FieldID], 1) + 1, LEN([SRC].[FieldID]) - [dbo].[KAAS_FN_GetUnquotedCharacterPosFrom](':', [SRC].[FieldID], 1))
ELSE NULL END
FROM @SEARCHES [SRC]
WHERE [SRC].[id] = @CURID
AND ISNULL([SRC].[Prompt], '') <> '***Unable to parse***'
END TRY
BEGIN CATCH
UPDATE [SRC]
SET [SRC].[Prompt] = '***Unable to parse***'
FROM @SEARCHES [SRC]
WHERE [SRC].[id] = @CURID
AND ISNULL([SRC].[Prompt], '') <> '***Unable to parse***'
END CATCH
BEGIN TRY
UPDATE [SRC]
SET [SRC].[RetrievalCode] = REPLACE([SRC].[RetrievalCode], '_per_', '.'),
[SRC].[FieldID] = REPLACE([SRC].[FieldID], '_per_', '.'),
[SRC].[FieldName] = REPLACE([SRC].[FieldName], '_per_', '.')
FROM @SEARCHES [SRC]
WHERE [SRC].[id] = @CURID
AND ISNULL([SRC].[Prompt], '') <> '***Unable to parse***'
END TRY
BEGIN CATCH
END CATCH
IF EXISTS
(SELECT TOP 1 1
FROM @SEARCHES [SRC]
WHERE [SRC].[id] = @CURID
AND [SRC].[Prefix] = 'SYS:')
BEGIN
DECLARE @SysFieldID NVARCHAR(MAX)
DECLARE @SysActualName NVARCHAR(MAX)
SELECT @SysFieldID = N'SYS:' + CONVERT(NVARCHAR(MAX), [SRC].[FieldName]),
@SysActualName = CONVERT(NVARCHAR(MAX), [SRC].[ActualName])
FROM @SEARCHES [SRC]
WHERE [SRC].[id] = @CURID
SET @SysActualName = ISNULL(@SysActualName, N'')
IF @DEBUG = 1
BEGIN
SELECT 'before parse: ', @Sysfieldid, @sysactualname
END
--Handle some old Clarion UDF formatting madness START
IF @Sysfieldid LIKE '%format(UDF(%'
BEGIN
SET @Sysfieldid = [dbo].[KAAS_FN_GetUDFFormatter](@Sysfieldid)
END
--Handle some old Clarion UDF formatting madness END
--Handle some old Clarion UDF decider madness START
IF @Sysfieldid LIKE '%iif(UDF(%'
BEGIN
SET @Sysfieldid = [dbo].[KAAS_FN_GetUDFDecider](@Sysfieldid)
END
--Handle some old Clarion UDF formatting madness END
--Handle some old Clarion date madness START
IF (REPLACE(REPLACE(@Sysfieldid, '‘', ''''), '’', '''') LIKE 'SYS:sub(format(%,%''@d18'')%')
BEGIN
DECLARE @SUBFMTSYSFIELD VARCHAR(MAX)
DECLARE @SUBFMTENDOFFIELD INT
DECLARE @SUBFMTFIELDID VARCHAR(MAX)
SET @SUBFMTSYSFIELD = SUBSTRING(@Sysfieldid, 16, LEN(@Sysfieldid) - 15)
SET @SUBFMTENDOFFIELD = CHARINDEX(',', @SUBFMTSYSFIELD)
SET @SUBFMTFIELDID = SUBSTRING(@SUBFMTSYSFIELD, 1, @SUBFMTENDOFFIELD - 1)
SET @SUBFMTENDOFFIELD = CHARINDEX(')', @SUBFMTSYSFIELD, @SUBFMTENDOFFIELD)
DECLARE @SUBFMTSUBSTR VARCHAR(10)
SET @SUBFMTSUBSTR = REPLACE(SUBSTRING(@SUBFMTSYSFIELD, @SUBFMTENDOFFIELD + 1, LEN(@SUBFMTSYSFIELD) - @SUBFMTENDOFFIELD), ' ', '')
--SELECT @SUBFMTFIELDID, @SUBFMTSYSFIELD, @SUBFMTSUBSTR
IF @SUBFMTSUBSTR = ',4,14)'
BEGIN
SET @sysfieldid = 'SYS:f.AddDays('
IF @SUBFMTFIELDID = 'Today()'
BEGIN
SET @sysfieldid = @sysfieldid + 'GetDate()'
END
ELSE
BEGIN
SET @sysfieldid = @sysfieldid + @SUBFMTFIELDID
END
SET @sysfieldid = @sysfieldid + ', 0, ''MMMM YYYY'')'
-- Clarion Month / Year syntax
END
END
IF @sysfieldid = 'SYS:year(today())'
BEGIN
SET @sysfieldid = 'SYS:f.AddDays(GetDate(), 0, ''YYYY'')'
END
--Handle some old Clarion date madness END
IF (@Sysfieldid LIKE 'SYS:%Today()%') AND (@Sysfieldid NOT LIKE 'SYS:%f.%(%') AND (RTRIM(ISNULL(@SysActualName, '')) = '')
BEGIN
DECLARE @ADDDAYSVALUE VARCHAR(10)
DECLARE @ADDDAYSFMT VARCHAR(50)
IF @Sysfieldid NOT LIKE 'SYS:format(%'
BEGIN
IF @Sysfieldid = 'SYS:Today()'
BEGIN
SET @ADDDAYSVALUE = '0'
END
ELSE IF @Sysfieldid LIKE '%Today()%+%'
BEGIN
SET @ADDDAYSVALUE = RTRIM(LTRIM(ISNULL(SUBSTRING(@Sysfieldid, CHARINDEX('+', @sysfieldid) + 1, LEN(@sysfieldid) - CHARINDEX('+', @sysfieldid)), '0')))
END
ELSE IF @Sysfieldid LIKE '%Today()%-%'
BEGIN
SET @ADDDAYSVALUE = '-' + RTRIM(LTRIM(ISNULL(SUBSTRING(@Sysfieldid, CHARINDEX('-', @sysfieldid) + 1, LEN(@sysfieldid) - CHARINDEX('-', @sysfieldid)), '0')))
END
SET @SysFieldID = 'f.AddDays(GetDate(), ' + @ADDDAYSVALUE + ', ''DD MMM YYYY'')'
END
ELSE IF @SysfieldID LIKE 'SYS:format(Today()%'
BEGIN
DECLARE @ADDDAYSCOMMAPOS INT
SET @ADDDAYSCOMMAPOS = CHARINDEX(',', @sysfieldid)
SET @ADDDAYSFMT = SUBSTRING(@Sysfieldid, @ADDDAYSCOMMAPOS, LEN(@Sysfieldid) - @ADDDAYSCOMMAPOS + 1)
IF (@Sysfieldid LIKE 'SYS:format(Today(),%')
BEGIN
SET @ADDDAYSVALUE = '0'
END
ELSE IF (@Sysfieldid LIKE 'SYS:format(Today()%+%,%')
BEGIN
SET @Sysfieldid = SUBSTRING(@SysfieldID, 1, @ADDDAYSCOMMAPOS - 1)
SET @ADDDAYSVALUE = RTRIM(LTRIM(ISNULL(SUBSTRING(@Sysfieldid, CHARINDEX('+', @sysfieldid) + 1, LEN(@sysfieldid) - CHARINDEX('+', @sysfieldid)), '0')))
END
ELSE IF (@Sysfieldid LIKE 'SYS:format(Today()%-%,%')
BEGIN
SET @Sysfieldid = SUBSTRING(@SysfieldID, 1, @ADDDAYSCOMMAPOS - 1)
SET @ADDDAYSVALUE = '-' + RTRIM(LTRIM(ISNULL(SUBSTRING(@Sysfieldid, CHARINDEX('-', @sysfieldid) + 1, LEN(@sysfieldid) - CHARINDEX('-', @sysfieldid)), '0')))
END
SET @SysFieldID = 'f.AddDays(GetDate(), ' + @ADDDAYSVALUE + @ADDDAYSFMT
END
END
IF @Sysfieldid LIKE 'SYS:%f.%(%'
BEGIN
SET @SysActualName = SUBSTRING(@sysfieldid, 5, LEN(@sysfieldid) - 4)
SET @SysFieldID = 'MAT:Code'
EXEC [dbo].[KAAS_ParseFCode] @XMLHead, @sysactualname OUT
UPDATE [SRC]
SET [SRC].[Prefix] = 'MAT:',
[SRC].[FieldName] = 'Code',
[SRC].[ActualName] = CONVERT(VARCHAR(MAX), @SysActualName)
FROM @SEARCHES [SRC]
WHERE [SRC].[id] = @CURID
END
ELSE
BEGIN
DECLARE @NEWFORMAT VARCHAR(50)
SET @NEWFORMAT = NULL
EXEC [dbo].[KAAS_ParseSysField] @SysFieldID OUT, @SysActualName OUT
IF LEN(@SysFieldID) > 4
BEGIN
IF SUBSTRING(@SysFieldID, 4, 1) = ':'
BEGIN
IF @SysActualName = 'value(' + @SysFieldID + ')'
BEGIN
SET @SysActualName = ''
END
IF @SysActualName LIKE 'format(value(' + @SysFieldID + '),%'
BEGIN
SET @SysActualName = SUBSTRING(@SysActualName, LEN('format(value(' + @SysFieldID) + 3, LEN(@SysActualName) - LEN('format(value(' + @SysFieldID) - 3)
SET @NEWFORMAT = LTRIM(RTRIM(REPLACE(@SysActualName, '''', '')))
SET @SysActualName = ''
END
IF @SysActualName LIKE 'format(' + @SysFieldID + ',%'
BEGIN
SET @SysActualName = SUBSTRING(@SysActualName, LEN('format(' + @SysFieldID) + 2, LEN(@SysActualName) - LEN('format(' + @SysFieldID) - 2)
SET @NEWFORMAT = LTRIM(RTRIM(REPLACE(@SysActualName, '''', '')))
SET @SysActualName = ''
END
END
END
IF @DEBUG = 1
BEGIN
SELECT 'after parse: ', @Sysfieldid, @sysactualname, @NEWFORMAT
END
IF @sysactualname LIKE ('%f.%(%')
BEGIN
EXEC [dbo].[KAAS_ParseFCode] @XMLHead, @sysactualname OUT
END
UPDATE [SRC]
SET [SRC].[Prefix] = CONVERT(VARCHAR(5), SUBSTRING(@SysFieldID, 1, [dbo].[KAAS_FN_GetUnquotedCharacterPos](':', @SysFieldID))),
[SRC].[FieldName] = CONVERT(NVARCHAR(MAX), SUBSTRING(@SysFieldID, [dbo].[KAAS_FN_GetUnquotedCharacterPos](':', @SysFieldID) + 1, LEN(@SysFieldID) - [dbo].[KAAS_FN_GetUnquotedCharacterPos](':', @SysFieldID))),
[SRC].[ActualName] = CONVERT(VARCHAR(MAX), @SysActualName),
[SRC].[Format] = ISNULL(@NEWFORMAT, [SRC].[Format])
FROM @SEARCHES [SRC]
WHERE [SRC].[id] = @CURID
END
END
BEGIN TRY
IF @DEBUG = 1
BEGIN
SELECT 'System Field to Parse', [SRC].[Prefix], [SRC].[FieldName], ISNULL([SRC].[ActualName], [SUF].[ACTUALNAME]), ISNULL(@NEWFORMAT, [SUF].[FORMAT])
FROM @SEARCHES [SRC]
LEFT OUTER JOIN [dbo].[SystemUserDefinedFields] [SUF]
ON [SUF].[FILEPREFIX] = [SRC].[Prefix]
AND [SUF].[FIELDNAME] = [SRC].[FieldName]
WHERE [SRC].[id] = @CURID
AND ISNULL([SRC].[Prompt], '') <> '***Unable to parse***'
END
UPDATE [SRC]
SET [SRC].[FieldName] = LTRIM(RTRIM([SRC].[FieldName])),
[SRC].[Prompt] = CASE WHEN [SUF].[PROMPT] IS NULL
AND [SRC].[FieldName] IS NULL
THEN '***Unable to parse***'
WHEN [SUF].[PROMPT] IS NULL
THEN LTRIM(RTRIM([SRC].[FieldName]))
ELSE [SUF].[PROMPT] END,
[SRC].[ActualName] = ISNULL([SRC].[ActualName], [SUF].[ACTUALNAME]),
[SRC].[FORMAT] = ISNULL(@NEWFORMAT, [SUF].[FORMAT]),
[SRC].[SQLField] = [dbo].[KAAS_FN_SystemField]([SRC].[Prefix],
LTRIM(RTRIM([SRC].[FieldName])),
CASE WHEN RTRIM(ISNULL([SUF].[SQLSTATEMENT], '')) <> ''
THEN NULL
ELSE ISNULL([SRC].[ActualName], [SUF].[ACTUALNAME]) END,
ISNULL(@NEWFORMAT, [SUF].[FORMAT])),
[SRC].[SQLStatement] = [SUF].[SQLStatement],
[SRC].[SQLTable] = CASE WHEN [SRC].[Prefix] = 'DATE:'
AND PATINDEX('%DIA3:%', ISNULL([SRC].[ActualName], [SUF].[ACTUALNAME])) > 0
THEN 'diary'
ELSE [dbo].[KAAS_FN_SystemTable]([SRC].[Prefix]) END
FROM @SEARCHES [SRC]
LEFT OUTER JOIN [dbo].[SystemUserDefinedFields] [SUF]
ON [SUF].[FILEPREFIX] = [SRC].[Prefix]
AND [SUF].[FIELDNAME] = LTRIM(RTRIM([SRC].[FieldName]))
WHERE [SRC].[id] = @CURID
AND ISNULL([SRC].[Prompt], '') <> '***Unable to parse***'
END TRY
BEGIN CATCH
BEGIN TRY
UPDATE [SRC]
SET [SRC].[Prompt] = CASE WHEN [SUF].[PROMPT] IS NULL
AND [SRC].[FieldName] IS NULL
THEN '***Unable to parse***'
WHEN [SUF].[PROMPT] IS NULL
THEN [SRC].[FieldName]
ELSE [SUF].[PROMPT] END,
[SRC].[ActualName] = ISNULL([SRC].[ActualName], [SUF].[ACTUALNAME]),
[SRC].[FORMAT] = ISNULL(@NEWFORMAT, [SUF].[FORMAT]),
[SRC].[SQLField] = [dbo].[KAAS_FN_SystemField]([SRC].[Prefix], [SRC].[FieldName], '', ISNULL(@NEWFORMAT, [SUF].[FORMAT])),
[SRC].[SQLStatement] = [SUF].[SQLStatement],
[SRC].[SQLTable] = CASE WHEN [SRC].[Prefix] = 'DATE:'
AND PATINDEX('%DIA3:%', ISNULL([SRC].[ActualName], [SUF].[ACTUALNAME])) > 0
THEN 'diary'
ELSE [dbo].[KAAS_FN_SystemTable]([SRC].[Prefix]) END
FROM @SEARCHES [SRC]
LEFT OUTER JOIN [dbo].[SystemUserDefinedFields] [SUF]
ON [SUF].[FILEPREFIX] = [SRC].[Prefix]
AND [SUF].[FIELDNAME] = [SRC].[FieldName]
WHERE [SRC].[id] = @CURID
AND ISNULL([SRC].[Prompt], '') <> '***Unable to parse***'
END TRY
BEGIN CATCH
UPDATE [SRC]
SET [SRC].[Prompt] = '***Unable to Parse***',
[SRC].[ActualName] = '***Unable to Parse***',
[SRC].[FORMAT] = '',
[SRC].[SQLField] = '''''',
[SRC].[SQLTable] = ''
FROM @SEARCHES [SRC]
LEFT OUTER JOIN [dbo].[SystemUserDefinedFields] [SUF]
ON [SUF].[FILEPREFIX] = [SRC].[Prefix]
AND [SUF].[FIELDNAME] = [SRC].[FieldName]
WHERE [SRC].[id] = @CURID
END CATCH
END CATCH
--SELECT [SRC].*
-- FROM @SEARCHES [SRC]
UPDATE [SRC]
SET [SRC].[SQLStatement] = REPLACE([SRC].[SQLStatement], '''''', '[CC].[CONTYPE]')
FROM @SEARCHES [SRC]
UPDATE [SRC]
SET [SRC].[SQLStatement] = REPLACE([SRC].[SQLStatement], '', '[CC].[CONTYPE]')
FROM @SEARCHES [SRC]
UPDATE [SRC]
SET [SRC].[SQLStatement] = REPLACE([SRC].[SQLStatement], '''''', '[CC].[CONNUM]')
FROM @SEARCHES [SRC]
UPDATE [SRC]
SET [SRC].[SQLStatement] = REPLACE([SRC].[SQLStatement], '', '[CC].[CONNUM]')
FROM @SEARCHES [SRC]
UPDATE [SRC]
SET [SRC].[SQLStatement] = REPLACE([SRC].[SQLStatement], '''''', CASE WHEN [SRC].[Prefix] = 'UDF:' THEN '[CDE].[Code]' ELSE '[MAT].[Code]' END)
FROM @SEARCHES [SRC]
UPDATE [SRC]
SET [SRC].[SQLStatement] = REPLACE([SRC].[SQLStatement], '', CASE WHEN [SRC].[Prefix] = 'UDF:' THEN '[CDE].[Code]' ELSE '[MAT].[Code]' END)
FROM @SEARCHES [SRC]
UPDATE [SRC]
SET [SRC].[SQLStatement] = REPLACE([SRC].[SQLStatement], '''''', CASE WHEN [SRC].[Prefix] = 'UDF:' THEN '(SELECT TOP 1 [MAT2].[ClientCode] FROM [dbo].[matters] [MAT2] WHERE [MAT2].[Code] = [CDE].[Code])' ELSE '[MAT].[ClientCode]' END)
FROM @SEARCHES [SRC]
UPDATE [SRC]
SET [SRC].[SQLStatement] = REPLACE([SRC].[SQLStatement], '', CASE WHEN [SRC].[Prefix] = 'UDF:' THEN '(SELECT TOP 1 [MAT2].[ClientCode] FROM [dbo].[matters] [MAT2] WHERE [MAT2].[Code] = [CDE].[Code])' ELSE '[MAT].[ClientCode]' END)
FROM @SEARCHES [SRC]
SET @NCOMMAND = 'SELECT TOP 1
'
SELECT @DummyConnum = [ConNum]
FROM @SEARCHES [SRC]
WHERE [SRC].[ID] = @CURID
AND [SRC].[Prefix] = 'LCN:'
AND [SRC].[FieldName] = 'Dummy'
SELECT @DummyCanType = [SRC].[ConType],
@DummyCannum = [SRC].[ConNum]
FROM @SEARCHES [SRC]
WHERE [SRC].[ID] = @CURID
AND [SRC].[Prefix] = 'CAN:'
AND [SRC].[FieldName] = 'Dummy'
SET @DummyConnum = CASE WHEN ISNULL(@DummyConnum, 0) < 1 THEN 1 ELSE @DummyConnum END
SELECT @DummyCanType = ISNULL((SELECT [SRC].[ConType] FROM @SEARCHES [SRC] WHERE [SRC].[ID] = @CURID AND [SRC].[Prefix] = 'CAN:'), @DummyCanType)
SELECT @DummyCannum = ISNULL((SELECT [SRC].[ConNum] FROM @SEARCHES [SRC] WHERE [SRC].[id] = @CURID AND [SRC].[Prefix] = 'CAN:'),
ISNULL((SELECT [DCN].[CanNum] FROM @DummyCanNums [DCN] WHERE [DCN].[Type] = @DummyCanType), 0))
SET @DummyCannum = CASE WHEN ISNULL(@DummyCannum, 0) < 1
THEN 1
ELSE @DummyCannum END
INSERT
INTO @DummyCanNums
([Type],
[CanNum])
SELECT [ConType],
[ConNum]
FROM @SEARCHES [SRC]
LEFT OUTER JOIN @DummyCanNums [DCN]
ON [DCN].[Type] = [SRC].[ConType]
WHERE [SRC].[ID] = @CURID
AND [SRC].[Prefix] = 'CAN:'
AND [SRC].[FieldName] = 'Dummy'
AND RTRIM(ISNULL([SRC].[ConType], '')) <> ''
AND [DCN].[Type] IS NULL
UPDATE [DCN]
SET [DCN].[CanNum] = [SRC].[ConNum]
FROM @SEARCHES [SRC]
INNER JOIN @DummyCanNums [DCN]
ON [DCN].[Type] = [SRC].[ConType]
WHERE [SRC].[ID] = @CURID
AND [SRC].[Prefix] = 'CAN:'
AND [SRC].[FieldName] = 'Dummy'
AND RTRIM(ISNULL([SRC].[ConType], '')) <> ''
UPDATE [SRC]
SET [SRC].[FieldName] = SUBSTRING([SRC].[FIELDNAME], 1, CHARINDEX('=', [SRC].[FieldName]) - 1)
FROM @SEARCHES [SRC]
WHERE [SRC].[FieldName] LIKE '%=%'
IF @Debug = 1
BEGIN
SELECT @DummyCanType, @DummyCanNum, *
FROM @SEARCHES
END
SELECT @mattercode = [SRC].[case],
@ActionID = [SRC].[ActionID],
@TrackReference = [SRC].[TrackReference],
@ConType = CASE WHEN [SRC].[Prefix] = 'CAN:'
AND RTRIM(ISNULL([SRC].[ConType], ISNULL(@DummyCanType, ''))) = ''
AND CHARINDEX('.', [SRC].[FieldName]) > 0
AND CHARINDEX('#', [SRC].[FieldName]) > 0
THEN SUBSTRING([SRC].[FieldName], CHARINDEX('.', [SRC].[FieldName]) + 1, CHARINDEX('#', [SRC].[FieldName]) - CHARINDEX('.', [SRC].[FieldName]) - 1)
WHEN [SRC].[Prefix] = 'CAN:'
AND RTRIM(ISNULL([SRC].[ConType], ISNULL(@DummyCanType, ''))) = ''
THEN ''
WHEN [SRC].[Prefix] = 'CAN:'
THEN RTRIM(ISNULL([SRC].[ConType], ISNULL(@DummyCanType, '')))
ELSE [SRC].[ConType] END,
@ConNum = CASE WHEN [SRC].[Prefix] = 'LCN:'
AND ISNULL([SRC].[ConNum], ISNULL(@DummyConnum, 0)) = -1
THEN -1
WHEN [SRC].[Prefix] = 'LCN:'
AND ISNULL([SRC].[ConNum], ISNULL(@DummyConnum, 0)) < 1
THEN 1
WHEN [SRC].[Prefix] = 'LCN:'
THEN ISNULL([SRC].[ConNum], ISNULL(@DummyConnum, 0))
WHEN [SRC].[Prefix] = 'CAN:'
AND @DummyCanNum <> -1
AND ISNULL([SRC].[ConNum], 0) < 1
AND CHARINDEX('.', [SRC].[FieldName]) > 0
AND CHARINDEX('#', [SRC].[FieldName]) > 0
AND ISNUMERIC(SUBSTRING([SRC].[FieldName], CHARINDEX('#', [SRC].[FieldName]) + 1, LEN([SRC].[FieldName]) - CHARINDEX('#', [SRC].[FieldName]))) = 1
THEN CONVERT(INT, SUBSTRING([SRC].[FieldName], CHARINDEX('#', [SRC].[FieldName]) + 1, LEN([SRC].[FieldName]) - CHARINDEX('#', [SRC].[FieldName])))
WHEN [SRC].[Prefix] = 'CAN:'
AND ISNULL([SRC].[ConNum], ISNULL(@DummyCannum, 0)) = -1
THEN -1
WHEN [SRC].[Prefix] = 'CAN:'
AND ISNULL([SRC].[ConNum], ISNULL(@DummyCannum, 0)) < 1
THEN 1
WHEN [SRC].[Prefix] = 'CAN:'
THEN ISNULL([SRC].[ConNum], ISNULL(@DummyCannum, 0))
ELSE [SRC].[ConNum] END,
@UDFPrefix = CONVERT(VARCHAR(5), [SRC].[Prefix]),
@UDFName = CONVERT(VARCHAR(30), [SRC].[FieldName]),
@NCOMMAND = @NCOMMAND + N'@VALUE = ' + CASE WHEN ISNULL([SRC].[SQLStatement], '') <> ''
THEN N'(' + CONVERT(NVARCHAR(MAX), [SRC].[SQLStatement]) + N')'
WHEN ISNULL(CONVERT(NVARCHAR(MAX), [SRC].[SQLField]), N'') <> N''
THEN CONVERT(NVARCHAR(MAX), [SRC].[SQLField])
ELSE N'''''' END,
@NCOMMAND = @NCOMMAND + CASE WHEN ISNULL([SRC].[SQLStatement], '') <> ''
THEN N'
FROM (SELECT @mattercode AS [Code]) [CDE]'
WHEN [SRC].[SQLTABLE] IN ('control', '', 'unknown')
THEN N''
ELSE N'
FROM (SELECT @mattercode AS [Code]) [CDE]' END,
@NCOMMAND = @NCOMMAND + CASE WHEN [SRC].[SQLTABLE] = 'control'
THEN N'
FROM [dbo].[control] [CTR]'
WHEN [SRC].[SQLTABLE] IN ('control', '', 'unknown')
THEN N''
WHEN [SRC].[SQLTABLE] = 'CaseMaster'
THEN N'
LEFT OUTER JOIN [dbo].[CaseMaster] [CSM]
ON [CSM].[CSCODE] = [CDE].[Code]'
WHEN ( ([SRC].[SQLTABLE] = 'Handlers' AND PATINDEX('%TME1%', [SRC].[ActualName]) = 0)
OR PATINDEX('%TEA1:%', [SRC].[ActualName]) > 0)
THEN N'
LEFT OUTER JOIN [dbo].[matters] [MAT]
ON [MAT].[code] = [CDE].[Code]
LEFT OUTER JOIN [dbo].[Handlers] [HAN]
ON [HAN].[CODE] = CASE WHEN RTRIM(''' + ISNULL([SRC].[handler], '') + ''') = ''''
THEN [MAT].[FECode]
ELSE RTRIM(''' + ISNULL([SRC].[handler], '') + ''') END
LEFT OUTER JOIN [dbo].[Handlers] FEH
ON [FEH].[CODE] = [MAT].[FECode]
LEFT OUTER JOIN [dbo].[Handlers] TEA
ON [TEA].[CODE] = [HAN].[Team]'
WHEN ( [SRC].[SQLTABLE] = 'Handlers'
OR ( [SRC].[Prefix] = 'DATE:'
AND PATINDEX('%DIA3:%', [SRC].[ACTUALNAME]) > 0)
OR [SRC].[SQLTable] = 'diary')
THEN N'
LEFT OUTER JOIN [dbo].[matters] [MAT]
ON [MAT].[code] = [CDE].[Code]
LEFT OUTER JOIN [dbo].[diary] [DIA]
ON [DIA].[ACTIONID] = @ActionID
LEFT OUTER JOIN [dbo].[Handlers] [AHA]
ON [AHA].[CODE] = [DIA].[FNCode]
LEFT OUTER JOIN [dbo].[Handlers] [HAN]
ON [HAN].[CODE] = CASE WHEN RTRIM(''' + ISNULL([SRC].[handler], '') + ''') = ''''
THEN [MAT].[FECode]
ELSE RTRIM(''' + ISNULL([SRC].[handler], '') + ''') END
LEFT OUTER JOIN [dbo].[Handlers] [FEH]
ON [FEH].[CODE] = [MAT].[FECode]
LEFT OUTER JOIN [dbo].[Handlers] [TEA]
ON [TEA].[CODE] = [HAN].[Team]'
WHEN [SRC].[SQLTABLE] = 'DiaryAttachments'
THEN N'
LEFT OUTER JOIN [dbo].[DiaryAttachments] DAT
ON DAT.[TrackReference] = @TrackReference'
WHEN [SRC].[SQLTABLE] = 'client'
THEN N'
LEFT OUTER JOIN [dbo].[matters] [MAT]
ON [MAT].[code] = [CDE].[Code]
LEFT OUTER JOIN [dbo].[client] [CLT]
INNER JOIN [dbo].[CONTACTS] [CON]
ON [CON].[CODE] = [CLT].[CLCODE]
ON [CLT].[CLCODE] = [MAT].[ClientCode]'
WHEN [SRC].[SQLTABLE] = 'Contacts'
THEN N'
LEFT OUTER JOIN [dbo].[matters] [MAT]
ON [MAT].[code] = [CDE].[Code]
LEFT OUTER JOIN [dbo].[Contacts] [CON]
INNER JOIN [dbo].[client] [CLT]
ON [CLT].[CLCODE] = [CON].[CODE]
ON [CON].[CODE] = [MAT].[ClientCode]'
WHEN [SRC].[SQLTABLE] = 'ClientContacts'
THEN N'
LEFT OUTER JOIN [dbo].[matters] [MAT]
ON [MAT].[code] = [CDE].[Code]
LEFT OUTER JOIN [dbo].[ClientContacts] CLC
ON [CLC].[CLCODE] = [MAT].[ClientCode]
AND [CLC].[CLNUMCONTACT] = ISNULL(@ConNum, 1)'
WHEN [SRC].[SQLTABLE] = 'Branch'
THEN N'
LEFT OUTER JOIN [dbo].[matters] [MAT]
ON [MAT].[code] = [CDE].[Code]
LEFT OUTER JOIN [dbo].[Branch] BR
ON [BR].[BRANCHCODE] = [MAT].[Branch]'
WHEN [SRC].[SQLTABLE] IN ('CaseContacts', 'CaseAssociatesNames', 'CaseAssociatesContacts')
THEN N'
LEFT OUTER JOIN [dbo].[matters] [MAT]
ON [MAT].[code] = [CDE].[Code]
LEFT OUTER JOIN [dbo].[CaseContacts] CC
on [CC].[CASECODE] = [CDE].[Code]
and [CC].[CONTYPE] = ISNULL(@ConType, ''Contact'')
and [CC].[CONNUM] = ISNULL(@ConNum, 1)
LEFT OUTER JOIN [dbo].[CaseAssociatesNames] CAN
on [CAN].[CODE] = [CC].[NAMECODE]
LEFT OUTER JOIN [dbo].[CaseAssociatesContacts] CAC
on [CAC].[NAMECODE] = [CAN].[CODE]
and [CAC].[KEYID] = [CC].[AssignedContact]'
WHEN [SRC].[SQLTABLE] = 'CaseUDFAnswers'
THEN N'
INNER JOIN [dbo].[matters] [MAT]
INNER JOIN [dbo].[CaseMaster] [CSM]
ON [CSM].[CSCODE] = [MAT].[Code]
LEFT OUTER JOIN [dbo].[client] [CLT]
ON [CLT].[CLCODE] = [MAT].[ClientCode]
LEFT OUTER JOIN [dbo].[Contacts] [CON]
ON [CON].[CODE] = [MAT].[ClientCode]
ON [MAT].[Code] = [CDE].[Code]
OUTER APPLY (SELECT RTRIM(ISNULL([SUF].[PROMPT], '''')) AS [Prompt],
CASE WHEN ISNULL([SUF].[Type], '''') = ''Numeric''
THEN CASE WHEN [CUF].[NumberValue] IS NULL
THEN RTRIM(ISNULL(CONVERT(VARCHAR(MAX), [CUF].[TEXT1]), ''''))
ELSE [dbo].[KAAS_FN_GetNumericalFormat]([CUF].[NumberValue], ISNULL([SUF].[LENGTH], 18), ISNULL([SUF].[DECMIAL], 0)) END
WHEN ISNULL([SUF].[Type], '''') <> ''Date''
THEN RTRIM(ISNULL(CONVERT(VARCHAR(MAX), LUP.[Description]), RTRIM(ISNULL(CONVERT(VARCHAR(MAX), [CUF].[TEXT1]), ''''))))
WHEN [SUF].[FORMAT] IN (''@d6'', ''8'')
THEN CASE WHEN (ISNULL([CUF].[NumberValue], 0) = 0) AND ([CUF].[DateValue] IS NOT NULL)
THEN CONVERT(VARCHAR, [CUF].[DateValue], 103)
WHEN ISNULL([CUF].[NumberValue], 0) = 0
THEN RTRIM(ISNULL([CUF].[TEXT1], ''''))
ELSE CONVERT(VARCHAR, DATEADD(dd, ISNULL([CUF].[NumberValue], 0), ''18001228''), 103) END
ELSE CASE WHEN (ISNULL([CUF].[NumberValue], 0) = 0) AND ([CUF].[DateValue] IS NOT NULL)
THEN CONVERT(VARCHAR(2), DAY([CUF].[DateValue])) + '' '' + DATENAME(MONTH, [CUF].[DateValue]) + '' '' + CONVERT(VARCHAR(4), YEAR([CUF].[DateValue]))
WHEN ISNULL([CUF].[NumberValue], 0) = 0
THEN RTRIM(ISNULL([CUF].[TEXT1], ''''))
ELSE CONVERT(VARCHAR(2), DAY(DATEADD(dd, ISNULL([CUF].[NumberValue], 0), ''18001228''))) + '' '' + DATENAME(MONTH, DATEADD(DAY, ISNULL([CUF].[NumberValue], 0), ''18001228'')) + '' '' + CONVERT(VARCHAR(4), YEAR(DATEADD(dd, ISNULL([CUF].[NumberValue], 0), ''18001228''))) END END AS [Value],
RTRIM(ISNULL(CONVERT(VARCHAR(MAX), [CUF].[TEXT1]), '''')) AS [Text1]
FROM [dbo].[CaseUDFAnswers] [CUF]
LEFT OUTER JOIN [dbo].[SystemUserDefinedFields] [SUF]
ON [SUF].[FILEPREFIX] = [CUF].[UDFFILE]
AND [SUF].[FIELDNAME] = [CUF].[UDFNAME]
LEFT OUTER JOIN [dbo].[UDFLookups] [LUP]
ON LUP.[FieldName] = CONVERT(VARCHAR(30), [CUF].[UDFNAME])
AND LUP.[CODE] = CONVERT(VARCHAR(3), [CUF].[Text1])
WHERE [CUF].[CASECODE] = @mattercode
AND [CUF].[UDFFILE] = @UDFPrefix
AND [CUF].[UDFNAME] = @UDFName) UDF'
ELSE N'
LEFT OUTER JOIN [dbo].[matters] [MAT]
LEFT OUTER JOIN [dbo].[Contacts] [CON]
ON [CON].[Code] = [MAT].[ClientCode]
ON [MAT].[code] = [CDE].[Code]' END
FROM @SEARCHES [SRC]
WHERE [SRC].[id] = @CURID
SET @VALUE = NULL
IF @NEWFORMAT IS NOT NULL
BEGIN
SET @NCommand = REPLACE(@NCommand, N'[SUF].[Format]', N'''' + REPLACE(CONVERT(NVARCHAR(50), @NEWFORMAT), N'''', N'''''') + N'''')
END
IF @DEBUG = 1
BEGIN
SELECT @NCommand, @mattercode, @ActionID, @TrackReference, @ConType, @ConNum, @UDFPrefix, @UDFName
END
BEGIN TRY
EXEC sp_executesql @NCOMMAND,
N'@mattercode VARCHAR(20),
@ActionID INT,
@TrackReference INT,
@ConType VARCHAR(20),
@ConNum INT,
@UDFPrefix VARCHAR(5),
@UDFName VARCHAR(30),
@VALUE VARCHAR(MAX) OUTPUT',
@mattercode = @mattercode,
@ActionID = @ActionID,
@TrackReference = @TrackReference,
@ConType = @ConType,
@ConNum = @ConNum,
@UDFPrefix = @UDFPrefix,
@UDFName = @UDFName,
@VALUE = @VALUE OUTPUT
END TRY
BEGIN CATCH
--
END CATCH
--SELECT @VALUE
SET @VALUE = ISNULL(@VALUE, '')
UPDATE [SRC]
SET [SRC].[VALUE] = @VALUE,
[SRC].[COMMAND] = @NCommand,
[SRC].[DOCNAMING] = CASE WHEN RTRIM(ISNULL([SRC].[DOCNAMING], '')) = '' THEN '' ELSE [SRC].[DOCNAMING] + @VALUE END
FROM @SEARCHES [SRC]
WHERE [SRC].[id] = @CURID
SELECT TOP 1 @ID = [SRC].[id]
FROM @SEARCHES [SRC]
WHERE [SRC].[id] > @CURID
ORDER BY [SRC].[id]
END
--SELECT PATINDEX('%TEA1%', [SRC].[ActualName]), * FROM @SEARCHES [SRC]
SELECT [SRC].[OriginalRetrievalCode] AS [RetrievalCode],
ISNULL([SRC].[Prompt], [SRC].[FieldName]) AS [Prompt],
[SRC].[VALUE] AS [Value],
RTRIM(ISNULL([SRC].[DOCNAMING], '')) AS [DocNaming]
FROM @SEARCHES [SRC]
END
GO
IF OBJECT_ID(N'KAAS_XMLInsertCCDAssociate',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_XMLInsertCCDAssociate]
GO
CREATE PROCEDURE [dbo].[KAAS_XMLInsertCCDAssociate]
(@XML NVARCHAR(MAX),
@Result INT OUTPUT)
AS
/*******************************************************************************************************
* This stored procedure is used to insert or update the contact information for Notes. *
* IF contact code already exists it will update that record, Otherwise it will insert a new record . *
* *
* Stored Procedure Name : [dbo].[KAAS_XMLInsertCCDAssociate] *
* Copied from : [dbo].[ky_NETXMLInsertClientContactDetails] *
* *
* Modification History: *
* 2019-08-21 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
DECLARE @Code VARCHAR(20)
DECLARE @Name VARCHAR(256)
DECLARE @Address VARCHAR(500)
DECLARE @Salut VARCHAR(256)
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
SELECT
@Code = [CON].[Code],
@Name = [CON].[Name],
@Address = [CON].[Address],
@Salut = [CON].[Salut]
FROM OPENXML(@iSL, N'CON')
WITH ([Code] VARCHAR(20) 'Code',
[Name] VARCHAR(256) 'Name',
[Address] VARCHAR(500) 'Address',
[Salut] VARCHAR(256) 'Salut') [CON]
BEGIN TRY
EXEC sp_xml_removedocument @iSL
END TRY
BEGIN CATCH
END CATCH
UPDATE [MAT]
SET [MAT].[ClientName] = @Name,
[MAT].[ClientAddress] = @Address,
[MAT].[ClientSalutation] = @Salut
FROM [dbo].[matters] [MAT]
WHERE [MAT].[Code] = @Code
SET @Result = 1
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KAAS_XMLInsertCCDBank',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_XMLInsertCCDBank]
GO
CREATE PROCEDURE [dbo].[KAAS_XMLInsertCCDBank]
(@XML NVARCHAR(MAX),
@Result INT OUTPUT)
AS
/*******************************************************************************************************
* This stored procedure is used to insert or update the contact information for Bank. *
* IF contact code already exists it will update that record, Otherwise it will insert a new record . *
* *
* Stored Procedure Name : [dbo].[KAAS_XMLInsertCCDBank] *
* Copied from : [dbo].[ky_NETXMLInsertClientContactDetails] *
* *
* Modification History: *
* 2019-04-24 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
DECLARE @Code VARCHAR(10)
DECLARE @BankName VARCHAR(60)
DECLARE @BankAddress VARCHAR(500)
DECLARE @BankSortCode VARCHAR(20)
DECLARE @BankAccNo VARCHAR(20)
DECLARE @IBan VARCHAR(34)
DECLARE @Bic VARCHAR(20)
DECLARE @EFTEmailAddress VARCHAR(150)
DECLARE @BankType VARCHAR(1)
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
SELECT @Code = [CON].[Code],
@BankName = [CON].[BankName],
@BankAddress = [CON].[BankAddress],
@BankSortCode = [CON].[BankSortCode],
@BankAccNo = [CON].[BankAccNo],
@IBan = [CON].[IBan],
@Bic = [CON].[Bic],
@EFTEmailAddress = [CON].[EFTEmailAddress],
@BankType = [CON].[BankType]
FROM OPENXML(@iSL, N'CON')
WITH ([Code] VARCHAR(10) 'Code',
[BankName] VARCHAR(60) 'BankName',
[BankAddress] VARCHAR(500) 'BankAddress',
[BankSortCode] VARCHAR(20) 'BankSortCode',
[BankAccNo] VARCHAR(20) 'BankAccNo',
[IBan] VARCHAR(34) 'IBan',
[Bic] VARCHAR(20) 'Bic',
[EFTEmailAddress] VARCHAR(150) 'EFTEmailAddress',
[BankType] VARCHAR(1) 'BankType') [CON]
BEGIN TRY
EXEC sp_xml_removedocument @iSL
END TRY
BEGIN CATCH
END CATCH
UPDATE [CON]
SET [CON].[Code] = @Code,
[CON].[BankName] = @BankName,
[CON].[BankAddress] = @BankAddress,
[CON].[BankSortCode] = @BankSortCode,
[CON].[BankAccNo] = @BankAccNo,
[CON].[IBan] = @IBan,
[CON].[Bic] = @Bic,
[CON].[EFTEmailAddress] = @EFTEmailAddress,
[CON].[BankType] = @BankType
FROM [dbo].[contacts] [CON]
WHERE [CON].[Code] = @Code
SET @Result = 1
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KAAS_XMLInsertCCDBilling',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_XMLInsertCCDBilling]
GO
CREATE PROCEDURE [dbo].[KAAS_XMLInsertCCDBilling]
(@XML NVARCHAR(MAX),
@Result INT OUTPUT)
AS
/*******************************************************************************************************
* This stored procedure is used to insert or update the contact information for Billing. *
* IF contact code already exists it will update that record, Otherwise it will insert a new record . *
* *
* Stored Procedure Name : [dbo].[KAAS_XMLInsertCCDBilling] *
* Copied from : [dbo].[ky_NETXMLInsertClientContactDetails] *
* *
* Modification History: *
* 2019-04-24 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
DECLARE @Code VARCHAR(10)
DECLARE @ChargeArrangement VARCHAR(5)
DECLARE @BillingMethod CHAR(1)
DECLARE @BillingType CHAR(1)
DECLARE @ChargeOutRateInd BIT
DECLARE @ChargeRateLevel TINYINT
DECLARE @CurrentUser VARCHAR(10)
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
SELECT @Code = [CON].[Code],
@ChargeArrangement = [CON].[ChargeArrangement],
@BillingMethod = [CON].[BillingMethod],
@BillingType = [CON].[BillingType],
@ChargeOutRateInd = [CON].[ChargeOutRateInd],
@ChargeRateLevel = [CON].[ChargeRateLevel]
FROM OPENXML(@iSL, N'CON')
WITH ([Code] VARCHAR(10) 'Code',
[ChargeArrangement] VARCHAR(5) 'ChargeArrangement',
[BillingMethod] CHAR(1) 'BillingMethod',
[BillingType] CHAR(1) 'BillingType',
[ChargeOutRateInd] BIT 'ChargeOutRateInd',
[ChargeRateLevel] TINYINT 'ChargeRateLevel') [CON]
BEGIN TRY
EXEC sp_xml_removedocument @iSL
END TRY
BEGIN CATCH
END CATCH
UPDATE [CON]
SET [CON].[Code] = @Code,
[CON].[ChargeArrangement] = @ChargeArrangement,
[CON].[BillingMethod] = @BillingMethod,
[CON].[ChargeOutRateInd] = CASE WHEN ISNULL(@ChargeOutRateInd, 0) = 1
THEN 'Y'
ELSE 'N' END,
[CON].[CompFrequency] = @BillingType,
[CON].[ChargeLevel] = @ChargeRateLevel
FROM [dbo].[contacts] [CON]
WHERE [CON].[Code] = @Code
SET @Result = 1
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KAAS_XMLInsertCCDCorporate',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_XMLInsertCCDCorporate]
GO
CREATE PROCEDURE [dbo].[KAAS_XMLInsertCCDCorporate]
(@XML NVARCHAR(MAX),
@Result INT OUTPUT)
AS
/*******************************************************************************************************
* This stored procedure is used to insert or update the contact information for Corporate. *
* IF contact code already exists it will update that record, Otherwise it will insert a new record . *
* *
* Stored Procedure Name : [dbo].[KAAS_XMLInsertCCDCorporate] *
* Copied from : [dbo].[ky_NETXMLInsertClientContactDetails] *
* *
* Modification History: *
* 2019-04-24 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
DECLARE @Code VARCHAR(10)
DECLARE @OtherAddress VARCHAR(500)
DECLARE @IsDeceased BIT
DECLARE @DOD DATETIME
DECLARE @LastAr DATETIME
DECLARE @CRONumber VARCHAR(20)
DECLARE @CompanyWebSite VARCHAR(120)
DECLARE @Introducer VARCHAR(30)
DECLARE @IntroFE VARCHAR(10)
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
SELECT @Code = [CON].[Code],
@Introducer = [CON].[Introducer],
@IntroFE = [CON].[IntroFE],
@IsDeceased = [CON].[IsDeceased],
@DOD = [CON].[DOD],
@LastAr = [CON].[LastAr],
@CRONumber = [CON].[CRONumber],
@CompanyWebSite = [CON].[CompanyWebSite],
@OtherAddress = [CON].[OtherAddress]
FROM OPENXML(@iSL, N'CON')
WITH ([Code] VARCHAR(10) 'Code',
[OtherAddress] VARCHAR(500) 'OtherAddress',
[IsDeceased] BIT 'IsDeceased',
[DOD] DATETIME 'DOD',
[LastAr] DATETIME 'LastAr',
[CRONumber] VARCHAR(20) 'CRONumber',
[CompanyWebSite] VARCHAR(120) 'CompanyWebSite',
[Introducer] VARCHAR(30) 'Introducer',
[IntroFE] VARCHAR(10) 'IntroFE') [CON]
BEGIN TRY
EXEC sp_xml_removedocument @iSL
END TRY
BEGIN CATCH
END CATCH
UPDATE [CON]
SET [CON].[Code] = @Code,
[CON].[OtherAddress] = @OtherAddress,
[CON].[InActive] = (CASE WHEN ISNULL(@IsDeceased, 0) = 1
THEN 'Y'
ELSE 'N' END),
[CON].[DateInActive] = (CASE WHEN @DOD = '' THEN NULL ELSE @DOD END),
[CON].[LastAR] = @LastAr,
[CON].[CRONumber] = @CRONumber,
[CON].[CompanyWebSite] = @CompanyWebSite,
[CON].[Introducer] = @Introducer,
[CON].[IntroFE] = @IntroFE
FROM [dbo].[contacts] [CON]
WHERE [CON].[Code] = @Code
SET @Result = 1
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KAAS_XMLInsertCCDCrossRef',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_XMLInsertCCDCrossRef]
GO
CREATE PROCEDURE [dbo].[KAAS_XMLInsertCCDCrossRef]
(@XML NVARCHAR(MAX),
@Result INT OUTPUT)
AS
/*******************************************************************************************************
* This stored procedure is used to insert or update the contact information for Cross Ref client group.*
* IF contact code already exists it will update that record, Otherwise it will insert a new record . *
* *
* Stored Procedure Name : [dbo].[KAAS_XMLInsertCCDCrossRef] *
* Copied from : [dbo].[ky_NETXMLInsertClientContactDetails] *
* *
* Modification History: *
* 2019-11-07 Dheepin Vijith K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
DECLARE @ClientGroup VARCHAR(10)
DECLARE @Code VARCHAR(10)
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
SELECT @Code = [CON].[Code],
@ClientGroup = [CON].[ClientGroup]
FROM OPENXML(@iSL, N'CON')
WITH ([Code] VARCHAR(10) 'Code',
[ClientGroup] VARCHAR(10) 'ClientGroup') [CON]
BEGIN TRY
EXEC sp_xml_removedocument @iSL
END TRY
BEGIN CATCH
END CATCH
UPDATE [CON]
SET [CON].[ClientGroup] = @ClientGroup
FROM [dbo].[contacts] [CON]
WHERE [CON].[Code] = @Code
SET @Result = 1
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KAAS_XMLInsertCCDGeneral',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_XMLInsertCCDGeneral]
GO
CREATE PROCEDURE [dbo].[KAAS_XMLInsertCCDGeneral]
(@XML NVARCHAR(MAX),
@Result INT OUTPUT)
AS
/*******************************************************************************************************
* This stored procedure is used to insert or update the contact information for General. *
* IF contact code already exists it will update that record, Otherwise it will insert a new record . *
* *
* Stored Procedure Name : [dbo].[KAAS_XMLInsertCCDGeneral] *
* Copied from : [dbo].[ky_NETXMLInsertClientContactDetails] *
* *
* Modification History: *
* 2019-04-24 Vinodhan K Created *
* 2019-06-08 Arun V Added two column Envelope and Name *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
DECLARE @Code VARCHAR(10)
DECLARE @Salut VARCHAR(256)
DECLARE @MainContact VARCHAR(30)
DECLARE @Address VARCHAR(500)
DECLARE @Tel VARCHAR(20)
DECLARE @Fax VARCHAR(20)
DECLARE @Mobile VARCHAR(20)
DECLARE @Email VARCHAR(40)
DECLARE @SecondaryEmail VARCHAR(40)
DECLARE @OtherRef VARCHAR(20)
DECLARE @PPS VARCHAR(20)
DECLARE @FE VARCHAR(10)
DECLARE @SpousePPS VARCHAR(20)
DECLARE @ClientVATNo VARCHAR(20)
DECLARE @TaxType VARCHAR(5)
DECLARE @PostalCode VARCHAR(100)
DECLARE @County VARCHAR(100)
DECLARE @DXAddress VARCHAR(500)
DECLARE @Nation CHAR(20)
DECLARE @WarningMessage VARCHAR(500)
DECLARE @WebPassword VARCHAR(20)
DECLARE @RemoteAccess BIT
DECLARE @DisallowNewMatter BIT
DECLARE @Approved BIT
DECLARE @ApprovedDate DATETIME
DECLARE @Corporate BIT
DECLARE @IsStatement BIT
DECLARE @CurrentUser VARCHAR(10)
DECLARE @EnvelopeName VARCHAR(200)
DECLARE @Name VARCHAR(256)
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
SELECT
@Code = [CON].[Code],
@Salut = [CON].[Salut],
@MainContact = [CON].[MainContact],
@Address = [CON].[Address],
@Tel = [CON].[Tel],
@Fax = [CON].[Fax],
@Mobile = [CON].[Mobile],
@Email = [CON].[Email],
@SecondaryEmail = [CON].[SecondaryEmail],
@OtherRef = [CON].[OtherRef],
@PPS = [CON].[PPS],
@FE = [CON].[FE ],
@SpousePPS = [CON].[SpousePPS],
@ClientVATNo = [CON].[ClientVATNo],
@TaxType = [CON].[TaxType],
@PostalCode = [CON].[PostalCode],
@County = [CON].[County],
@DXAddress = [CON].[DXAddress],
@Nation = [CON].[Nation],
@WarningMessage = [CON].[WarningMessage],
@WebPassword = [CON].[WebPassword],
@RemoteAccess = [CON].[RemoteAccess],
@DisallowNewMatter = [CON].[DisallowNewMatter],
@Approved = [CON].[Approved],
@ApprovedDate = [CON].[ApprovedDate],
@Corporate = [CON].[Corporate],
@IsStatement = [CON].[IsStatement],
@CurrentUser = [CON].[CurrentUser],
@EnvelopeName = [CON].[EnvelopeName],
@Name = [CON].[Name]
FROM OPENXML(@iSL, N'CON')
WITH ([Code] VARCHAR(10) 'Code',
[Salut] VARCHAR(256) 'Salut',
[MainContact] VARCHAR(30) 'MainContact',
[Address] VARCHAR(500) 'Address',
[Tel] VARCHAR(20) 'Tel',
[Fax] VARCHAR(20) 'Fax',
[Mobile] VARCHAR(20) 'Mobile',
[Email] VARCHAR(40) 'Email',
[SecondaryEmail] VARCHAR(40) 'SecondaryEmail',
[OtherRef] VARCHAR(20) 'OtherRef',
[PPS] VARCHAR(20) 'PPS',
[FE] VARCHAR(10) 'FE ',
[SpousePPS] VARCHAR(20) 'SpousePPS',
[ClientVATNo] VARCHAR(20) 'ClientVATNo',
[TaxType] VARCHAR(5) 'TaxType',
[PostalCode] VARCHAR(100) 'PostalCode',
[County] VARCHAR(100) 'County',
[DXAddress] VARCHAR(500) 'DXAddress',
[Nation] VARCHAR(20) 'Nation',
[WarningMessage] VARCHAR(500) 'WarningMessage',
[WebPassword] VARCHAR(20) 'WebPassword',
[RemoteAccess] BIT 'RemoteAccess',
[DisallowNewMatter] BIT 'DisallowNewMatter',
[Approved] BIT 'Approved',
[ApprovedDate] DATETIME 'ApprovedDate',
[Corporate] BIT 'Corporate',
[IsStatement] BIT 'IsStatement',
[CurrentUser] VARCHAR(10) 'CurrentUser',
[EnvelopeName] VARCHAR(200) 'EnvelopeName',
[Name] VARCHAR(256) 'Name') [CON]
BEGIN TRY
EXEC sp_xml_removedocument @iSL
END TRY
BEGIN CATCH
END CATCH
DECLARE @APPROVEDUSER VARCHAR(10)
IF(ISNULL(@APPROVEDDATE, 0) = 1 AND @Approved = 1)
BEGIN
SELECT @APPROVEDDATE = CASE WHEN ISNULL([CON].[Approved], 0) = 1 AND @Approved = 1 THEN [CON].[ApprovedDate] ELSE CASE WHEN @Approved = 1 THEN GETDATE() ELSE NULL END END,
@APPROVEDUSER = CASE WHEN ISNULL([CON].[Approved], 0) = 1 AND @Approved = 1 THEN [CON].[ApprovedByUSER] ELSE CASE WHEN @Approved = 1 THEN @CurrentUser ELSE '' END END
FROM [dbo].[Contacts] AS CON
WHERE [CON].[Code] = @Code
END
ELSE
BEGIN
SET @APPROVEDUSER = @CurrentUser
END
UPDATE [CON]
SET [CON].[Code] = @Code,
[CON].[Address] = @Address,
[CON].[Salut] = @Salut,
[CON].[Tel] = @Tel,
[CON].[Fax] = @Fax,
[CON].[Email] = @Email,
[CON].[FE] = @FE,
[CON].[Nation] = @Nation,
[CON].[Corporate] = CASE WHEN ISNULL(@Corporate, 0) = 1
THEN 'Y'
ELSE 'N' END,
[CON].[OtherRef] = @OtherRef,
[CON].[Approved] = @Approved,
[CON].[SpousePPS] = @SpousePPS,
[CON].[ClientVATNo] = @ClientVATNo,
[CON].[TaxType] = @TaxType,
[CON].[RSINo] = @PPS,
[CON].[Statements] = CASE WHEN ISNULL(@IsStatement, 0) = 1
THEN 'Y'
ELSE 'N' END,
[CON].[Principal] = @MainContact,
[CON].[PostalCode] = @PostalCode,
[CON].[County] = @County,
[CON].[WarningMsg] = @WarningMessage,
[CON].[DisallowNewMatter] = @DisallowNewMatter,
[CON].[DXAddress] = @DXAddress,
[CON].[SecondaryEmail] = @SecondaryEmail,
[CON].[Password] = @WebPassword,
[CON].[RemoteAccess] = CASE WHEN ISNULL(@RemoteAccess, 0) = 1
THEN 'Y'
ELSE 'N' END,
[CON].[ApprovedDate] = @APPROVEDDATE,
[CON].[ApprovedByUSER] = @APPROVEDUSER,
[CON].[EnvelopeName] = @EnvelopeName,
[CON].[Name] = @Name
FROM [dbo].[contacts] [CON]
WHERE [CON].[Code] = @Code
UPDATE [CLT]
SET [CLT].[CLCODE] = @Code,
[CLT].[CLFNR] = @FE,
[CLT].[CLADDR] = SUBSTRING(@Address,0,80),
[CLT].[CLTEL] = @Tel,
[CLT].[CLFAX] = @Fax,
[CLT].[CLMOBNO] = @Mobile,
[CLT].[CLEMAIL] = @Email
FROM [dbo].[client] [CLT]
WHERE [CLT].[CLCODE] = @Code
EXECUTE [KAAS_UpdateApproveMoneyLaundering] @Code, @Approved, @CurrentUser, @ApprovedDate
SET @Result = 1
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KAAS_XMLInsertCCDLegal',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_XMLInsertCCDLegal]
GO
CREATE PROCEDURE [dbo].[KAAS_XMLInsertCCDLegal]
(@XML NVARCHAR(MAX),
@Result INT OUTPUT)
AS
/*******************************************************************************************************
* This stored procedure is used to insert or update the contact information for Legal. *
* IF contact code already exists it will update that record, Otherwise it will insert a new record . *
* *
* Stored Procedure Name : [dbo].[KAAS_XMLInsertCCDLegal] *
* Copied from : [dbo].[ky_NETXMLInsertClientContactDetails] *
* *
* Modification History: *
* 2019-04-24 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
DECLARE @Code VARCHAR(10)
DECLARE @LegalName VARCHAR(256)
DECLARE @LegalAddress VARCHAR(500)
DECLARE @Employer VARCHAR(100)
DECLARE @ClientFolder VARCHAR(200)
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
SELECT @Code = [CON].[Code],
@LegalName = [CON].[LegalName],
@LegalAddress = [CON].[LegalAddress],
@Employer = [CON].[Employer],
@ClientFolder = [CON].[ClientFolder]
FROM OPENXML
(@iSL, N'CON')
WITH ([Code] VARCHAR(10) 'Code',
[LegalName] VARCHAR(256) 'LegalName',
[LegalAddress] VARCHAR(500) 'LegalAddress',
[Employer] VARCHAR(100) 'Employer',
[ClientFolder] VARCHAR(200) 'ClientFolder') [CON]
BEGIN TRY
EXEC sp_xml_removedocument @iSL
END TRY
BEGIN CATCH
END CATCH
UPDATE [CLT]
SET [CLT].[CLCODE] = @Code,
[CLT].[CLLEGALNAME] = @LegalName,
[CLT].[CLLEGALADDR] = @LegalAddress,
[CLT].[CLEMPLOYER] = @Employer,
[CLT].[DCOUMENTFOLDER] = @ClientFolder
FROM [dbo].[client] [CLT]
WHERE [CLT].[CLCODE] = @Code
SET @Result = 1
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KAAS_XMLInsertCCDNotes',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_XMLInsertCCDNotes]
GO
CREATE PROCEDURE [dbo].[KAAS_XMLInsertCCDNotes]
(@XML NVARCHAR(MAX),
@Result INT OUTPUT)
AS
/*******************************************************************************************************
* This stored procedure is used to insert or update the contact information for Notes. *
* IF contact code already exists it will update that record, Otherwise it will insert a new record . *
* *
* Stored Procedure Name : [dbo].[KAAS_XMLInsertCCDNotes] *
* Copied from : [dbo].[ky_NETXMLInsertClientContactDetails] *
* *
* Modification History: *
* 2019-04-24 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
DECLARE @Code VARCHAR(10)
DECLARE @Comments VARCHAR(2000)
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
SELECT
@Code = [CON].[Code],
@Comments = [CON].[Comments]
FROM OPENXML(@iSL, N'CON')
WITH ([Code] VARCHAR(10) 'Code',
[Comments] VARCHAR(2000) 'Comments') [CON]
BEGIN TRY
EXEC sp_xml_removedocument @iSL
END TRY
BEGIN CATCH
END CATCH
UPDATE [CON]
SET [CON].[Code] = @Code,
[CON].[Comments] = @Comments
FROM [dbo].[contacts] [CON]
WHERE [CON].[Code] = @Code
SET @Result = 1
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KAAS_XMLInsertCCDPersonal',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_XMLInsertCCDPersonal]
GO
CREATE PROCEDURE [dbo].[KAAS_XMLInsertCCDPersonal]
(@XML NVARCHAR(MAX),
@Result INT OUTPUT)
AS
/*******************************************************************************************************
* This stored procedure is used to insert or update the contact information for Personal. *
* IF contact code already exists it will update that record, Otherwise it will insert a new record . *
* *
* Stored Procedure Name : [dbo].[KAAS_XMLInsertCCDPersonal] *
* Copied from : [dbo].[ky_NETXMLInsertClientContactDetails] *
* *
* Modification History: *
* 2019-04-24 Vinodhan K Created *
*******************************************************************************************************/
BEGIN
SET NOCOUNT ON
DECLARE @Code VARCHAR(10)
DECLARE @DOB DATETIME
DECLARE @IsDeceased BIT
DECLARE @DOD DATETIME
DECLARE @MaritialStatus VARCHAR(5)
DECLARE @Spouse VARCHAR(30)
DECLARE @DateofMarriage DATETIME
DECLARE @SpouseDOB DATETIME
DECLARE @Separated BIT
DECLARE @HowSeparated VARCHAR(20)
DECLARE @Partner VARCHAR(30)
DECLARE @PartnerSince DATETIME
DECLARE @Occupation VARCHAR(20)
DECLARE @OccupationType VARCHAR(20)
DECLARE @IntroFE VARCHAR(10)
DECLARE @ContactType VARCHAR(10)
DECLARE @Introducer VARCHAR(30)
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
SELECT @Code = [CON].[Code],
@DOB = (CASE WHEN [CON].[DOB] = '' THEN NULL ELSE [CON].[DOB] END),
@IsDeceased = [CON].[IsDeceased],
@DOD = (CASE WHEN [CON].[DOD] = '' THEN NULL ELSE [CON].[DOD] END),
@MaritialStatus = [CON].[MaritialStatus],
@Spouse = [CON].[Spouse],
@DateofMarriage = (CASE WHEN [CON].[DateofMarriage] = '' THEN NULL ELSE [CON].[DateofMarriage] END),
@SpouseDOB = (CASE WHEN [CON].[SpouseDOB] = '' THEN NULL ELSE [CON].[SpouseDOB] END),
@Separated = [CON].[Separated],
@HowSeparated = [CON].[HowSeparated],
@Partner = [CON].[Partner],
@PartnerSince = (CASE WHEN [CON].[PartnerSince] = '' THEN NULL ELSE [CON].[PartnerSince] END) ,
@Occupation = [CON].[Occupation],
@OccupationType = [CON].[OccupationType],
@IntroFE = [CON].[IntroFE],
@ContactType = [CON].[ContactType],
@Introducer = [CON].[Introducer]
FROM OPENXML(@iSL, N'CON')
WITH ([Code] VARCHAR(10) 'Code',
[DOB] DATETIME 'DOB',
[IsDeceased] BIT 'IsDeceased',
[DOD] DATETIME 'DOD',
[MaritialStatus] VARCHAR(5) 'MaritialStatus',
[Spouse] VARCHAR(30) 'Spouse',
[DateofMarriage] DATETIME 'DateofMarriage',
[SpouseDOB] DATETIME 'SpouseDOB',
[Separated] BIT 'Separated',
[HowSeparated] VARCHAR(20) 'HowSeparated',
[Partner] VARCHAR(30) 'Partner',
[PartnerSince] DATETIME 'PartnerSince',
[Occupation] VARCHAR(20) 'Occupation',
[OccupationType] VARCHAR(20) 'OccupationType',
[IntroFE] VARCHAR(10) 'IntroFE',
[ContactType] VARCHAR(10) 'ContactType',
[Introducer] VARCHAR(30) 'Introducer') [CON]
BEGIN TRY
EXEC sp_xml_removedocument @iSL
END TRY
BEGIN CATCH
END CATCH
UPDATE [CON]
SET [CON].[Code] = @Code,
[CON].[Spouse] = @Spouse,
[CON].[DOB] = @DOB,
[CON].[SpouseDOB] = @SpouseDOB,
[CON].[Introducer] = @Introducer,
[CON].[IntroFE] = @IntroFE,
[CON].[DateOfMarriage] = @DateofMarriage,
[CON].[Separated] = CASE WHEN ISNULL(@Separated, 0) = 1
THEN 'Y'
ELSE 'N' END,
[CON].[HowSeparated] = @HowSeparated,
[CON].[Partner] = @Partner,
[CON].[PartnerSince] = @PartnerSince,
[CON].[Occupation] = @Occupation,
[CON].[InActive] = CASE WHEN ISNULL(@IsDeceased, 0) = 1
THEN 'Y'
ELSE 'N' END,
[CON].[DateInActive] = @DOD
FROM [dbo].[contacts] [CON]
WHERE [CON].[Code] = @Code
UPDATE [CLT]
SET [CLT].[CLCODE] = @Code,
[CLT].[CLCONTACTCDE] = @ContactType,
[CLT].[ClMartialCde] = @MaritialStatus,
[CLT].[ClDateBirth_DATE] = @DOB,
[CLT].[CLOCCUPCDE] = @OccupationType
FROM [dbo].[client] [CLT]
WHERE [CLT].[CLCODE] = @Code
SET @Result = 1
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KAAS_XMLMatterSearch',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_XMLMatterSearch]
GO
CREATE PROCEDURE
[dbo].[KAAS_XMLMatterSearch]
( @Search NVARCHAR(MAX),
@PageNumber INT = 1,
@PageSize INT= 100,
@ColumnNames VARCHAR(100) = '',
@FilterValues VARCHAR(100) = '',
@orderby NVARCHAR(50) = '',
@order NVARCHAR(4) = '')
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 *
* 2020-09-02 Prabhu V By Default All Matters should be fetched both open and closed *
* KEYSAAS-2216 *
* 2022-06-09 Sadiq Removed KAAS settings and used existing Framework setting for Row *
COunt *
* 2022-06-30 Aakif Performance tuning; Applied parameterization; *
* Removed redundant subquery; Added NoCount script *
* 2022-07-14 Revathy Added Orderby and order variable as paramter to perform server side *
sorting as part of scroll load *
* 2023-02-10 Revathy Added Custom filter *
* 2024-03-13 Balamurugan.C Modified - Added Contact Name and Matter Description *
for Label fucntionality *
*******************************************************************************************************/
BEGIN
DECLARE @closed NCHAR(1)
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;
--FOR DEFAULT DATE; USE OF PARAMETERIZATION
DECLARE @DefaultDate VARCHAR(8) = '18000101';
DECLARE @DefaultDaybookDate VARCHAR(8) = '19000101';
SET NOCOUNT ON
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'A')
WHEN N'Y' THEN N'Y'
WHEN N'B' THEN N'B'
WHEN N'N' THEN N'N'
WHEN N'A' THEN N'A'
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].[KAAS_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;
DECLARE @FeeEarnerCount INT = 0;
DECLARE @DepartmentCount INT = 0;
DECLARE @WorkTypeCount INT = 0;
DECLARE @FileColorCount INT = 0;
DECLARE @CloseOpenCount INT = 0;
IF @ColumnNames <> ''''
BEGIN
DECLARE @CustomFilter TABLE
([Status] VARCHAR(20),
[FeeEarner] VARCHAR(2000),
[Department] VARCHAR(2000),
[WorkType] VARCHAR(MAX),
[FileColor] VARCHAR(2000),
[CloseOpen] 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(100)
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],[FeeEarner],[Department],[WorkType],[FileColor],[CloseOpen])
VALUES (@FilterValue,null,null,null,null,null)
IF(@ColumnName = ''Fee Earner'')
INSERT INTO @CustomFilter ([Status],[FeeEarner],[Department],[WorkType],[FileColor],[CloseOpen])
VALUES (null,@FilterValue,NULL,NULL,NULL,null)
ELSE IF(@ColumnName = ''Department'')
INSERT INTO @CustomFilter ([Status],[FeeEarner],[Department],[WorkType],[FileColor],[CloseOpen])
VALUES (null,null,@FilterValue,null,NULL,null)
ELSE IF(@ColumnName = ''Work type'')
INSERT INTO @CustomFilter ([Status],[FeeEarner],[Department],[WorkType],[FileColor],[CloseOpen])
VALUES (null,null,null,@FilterValue,NULL,null)
ELSE IF(@ColumnName = ''File Color'')
INSERT INTO @CustomFilter ([Status],[FeeEarner],[Department],[WorkType],[FileColor],[CloseOpen])
VALUES (null,null,NULL,null,@FilterValue,null)
ELSE IF(@ColumnName = ''Close or Open'')
INSERT INTO @CustomFilter ([Status],[FeeEarner],[Department],[WorkType],[FileColor],[CloseOpen])
VALUES (null,null,NULL,null,null,@FilterValue)
SET @lptcnt = @lptcnt + 1;
END
SET @StatusCount = (SELECT COUNT(1) FROM @CustomFilter WHERE [Status] IS NOT NULL AND [Status] <>'''')
SET @FeeEarnerCount = (SELECT COUNT(1) FROM @CustomFilter WHERE [FeeEarner] IS NOT NULL AND [FeeEarner] <>'''')
SET @DepartmentCount = (SELECT COUNT(1) FROM @CustomFilter WHERE [Department] IS NOT NULL AND [Department] <>'''')
SET @WorkTypeCount = (SELECT COUNT(1) FROM @CustomFilter WHERE [WorkType] IS NOT NULL AND [WorkType] <>'''')
SET @FileColorCount = (SELECT COUNT(1) FROM @CustomFilter WHERE [FileColor] IS NOT NULL AND [FileColor] <>'''')
SET @CloseOpenCount = (SELECT COUNT(1) FROM @CustomFilter WHERE [CloseOpen] IS NOT NULL AND [CloseOpen] <>'''')
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,
[ContactName] VARCHAR(256) NULL,
[MatterDesc] VARCHAR(200) 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],
[ContactName],
[MatterDesc]
)
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, @DefaultDate))) < 1901
THEN NULL
ELSE ISNULL(RML.[DateField], CONVERT(DATETIME, @DefaultDate)) 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],
[CON].[Name] AS [ContactName],
RTRIM(ISNULL(SM.[Description],'''')) AS [MatterDesc]
FROM [dbo].[SearchMatters] SM WITH (NOLOCK)
CROSS APPLY (SELECT SUBSTRING(CONVERT(VARCHAR, DATEADD(minute, ISNULL(SUM(ISNULL(TDB.[time], 0)), 0), @DefaultDaybookDate), 108), 1, 5) AS [TOTALTIME]
FROM [dbo].[TimeDayBook] TDB WITH (NOLOCK)
WHERE TDB.[FeeEarn] = @Handler
AND TDB.[matter] = SM.[code]
) TTT
LEFT OUTER JOIN [dbo].[contacts] [CON] ON SM.[CLIENTCODE]= [CON].[CODE]
'
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)) or SM.Closed=1)
AND
(CASE WHEN @FeeEarnerCount = 0 THEN 1
WHEN SM.[FECode] 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 [FeeEarner] FROM @CustomFilter WHERE [FeeEarner] IS NOT NULL and [FeeEarner] <>''''),'','','''') + '''' AS XML) AS x
)t
CROSS APPLY x.nodes(''/XMLRoot/RowData'')m(n)) FILTERVALUETBLFnl)
THEN 1
ELSE 0
END) =1
AND
(CASE WHEN @DepartmentCount = 0 THEN 1
WHEN SM.[Dept] 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 [Department] FROM @CustomFilter WHERE [Department] IS NOT NULL and [Department] <>''''),'','','''') + '''' AS XML) AS x
)t
CROSS APPLY x.nodes(''/XMLRoot/RowData'')m(n)) FILTERVALUETBLFnl)
THEN 1
ELSE 0
END) =1
AND
(CASE WHEN @WorkTypeCount = 0 THEN 1
WHEN SM.[WType] 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 [WorkType] FROM @CustomFilter WHERE [WorkType] IS NOT NULL and [WorkType] <>''''),'','','''') + '''' AS XML) AS x
)t
CROSS APPLY x.nodes(''/XMLRoot/RowData'')m(n)) FILTERVALUETBLFnl)
THEN 1
ELSE 0
END) =1
AND
(CASE WHEN @FileColorCount = 0 THEN 1
WHEN SM.[FileColour] 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 [FileColor] FROM @CustomFilter WHERE [FileColor] IS NOT NULL and [FileColor] <>''''),'','','''') + '''' AS XML) AS x
)t
CROSS APPLY x.nodes(''/XMLRoot/RowData'')m(n)) FILTERVALUETBLFnl)
THEN 1
ELSE 0
END) =1 AND
(CASE WHEN @CloseOpenCount = 0 THEN 1
WHEN 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 [CloseOpen] FROM @CustomFilter WHERE [CloseOpen] IS NOT NULL and [CloseOpen] <>''''),'','','''') + '''' AS XML) AS x
)t
CROSS APPLY x.nodes(''/XMLRoot/RowData'')m(n)) FILTERVALUETBLFnl)
THEN 1
ELSE 0
END) =1)'
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 (@closed = N'A')
BEGIN
SET @NCOMMAND = @NCOMMAND + N'
AND (SM.[Closed] = 0 OR 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 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],
[RES].[ContactName],
[RES].[MatterDesc]
FROM @Result [RES]
WHERE [RES].[id] BETWEEN @StartRow AND @EndRow
ORDER BY [RES].[id] ASC
SELECT
COUNT(1) AS [TotalRecord]
FROM
@Result [RES]
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(100),
@FilterValues VARCHAR(100),
@DefaultDate VARCHAR(8),
@DefaultDaybookDate VARCHAR(8)',
@Howmany,
@BitWiseID,
@handler,
@worktype,
@department,
@filecolour,
@feecode,
@searchtext,
@andoraddressvalue,
@andorcodevalue,
@andordeptvalue,
@andordescriptionvalue,
@andorfeecodevalue,
@andornamevalue,
@andoroldrefvalue,
@andoruser1value,
@andoruser2value,
@andoruser3value,
@andorwtypevalue,
@andoryourrefvalue,
@StartRow,
@EndRow,
@ColumnNames,
@FilterValues,
@DefaultDate,
@DefaultDaybookDate
SET NOCOUNT OFF
END
GO
IF OBJECT_ID(N'KAAS_XMLPostDayBook',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KAAS_XMLPostDayBook]
GO
CREATE PROCEDURE [dbo].[KAAS_XMLPostDayBook] (@XML NVARCHAR(MAX))
AS
/*******************************************************************************************************
* Posts valid entries from the Time Day Book into the Time Entry. *
* *
* Stored Procedure Name : [dbo].[KAAS_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].[KAAS_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].[KAAS_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].[KAAS_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].[KAAS_UpdateTimeEntryFromDayBook] @HANDLER, @UPDByHandler, @User
EXEC [dbo].[KAAS_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
IF OBJECT_ID(N'KAAS__GetCurrentTenantDetails',N'P')IS NOT NULL
DROP PROCEDURE [dbo].[KAAS__GetCurrentTenantDetails]
GO
CREATE PROCEDURE [dbo].[KAAS__GetCurrentTenantDetails]
AS
/*******************************************************************************************************
* *
* Stored Procedure Name : [dbo].[KAAS__GetCurrentTenantDetails] *
* Copied from : [dbo].[KAAS_CP_GetCurrentTenantFirmName] *
* *
* Description: To use detail request file email Template *
* *
* Modification History: *
* 2021-06-04 Aakif Created *
* 2022-03-07 Vinodhkumar.M Created *
*******************************************************************************************************/
BEGIN
--SET DEFAULT HEADER IF FIRM NAME IS NOT AVAILABLE
SELECT
[NAME] AS [FirmName]
FROM
[dbo].[control]
END
GO