IF OBJECT_ID(N'KAAS_CopyBatchDetails',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_CopyBatchDetails] GO CREATE PROCEDURE [dbo].[KAAS_CopyBatchDetails] ( @KeyId decimal ) AS /******************************************************************************************************* * Copy existing batch details * * * * Stored Procedure Name : [dbo].[KAAS_CopyBatchDetails] * * * * Modification History: * * 2021-04-10 Revathy D Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON DECLARE @PREF int SET @PREF = (SELECT MAX(PREF)+1 PREF FROM ( ( SELECT PREF, BATCHNO FROM DBO.BATCHH ) UNION ALL ( SELECT PREF, BATCHNO FROM DBO.BATCHDETAILS ) ) BAT) INSERT INTO [dbo].[BatchDetails] ( [BATCHNO], [TYPE], [CODE], [PREF], [REF], [DATE], [FEE], [BRANCH], [NARR], [MATTER], [SUPP], [VALUE], [VATCODE], [VATVAL], [CLIENTYN], [OUTLAY], [PENDING], [YEAR], [PERNO], [ENTRYCURRENCY], [CURRENCYVALUE], [CURRENCYVAT], [OUTLAYCODE], [THIRDPARTY], [PAYEE], [HEADPREF], [HEADBATCH], [ALLOCBATCH], [ALLOCPREF], [ALLOCREF], [ALLOCVALUE], [ALLOCWRITEOFF], [PSUPP], [UNDETAKING], [CaseAssCode], [OnceOffPayment], [PayClient], [ClientCode], [EFTEmailYorN], [RegisteredPost] ) SELECT [BATCHNO], [TYPE], [CODE], @PREF, [REF], [DATE], [FEE], [BRANCH], [NARR], [MATTER], [SUPP], [VALUE], [VATCODE], [VATVAL], [CLIENTYN], [OUTLAY], [PENDING], [YEAR], [PERNO], [ENTRYCURRENCY], [CURRENCYVALUE], [CURRENCYVAT], [OUTLAYCODE], [THIRDPARTY], [PAYEE], [HEADPREF], [HEADBATCH], [ALLOCBATCH], [ALLOCPREF], [ALLOCREF], [ALLOCVALUE], [ALLOCWRITEOFF], [PSUPP], [UNDETAKING], [CaseAssCode], [OnceOffPayment], [PayClient], [ClientCode], [EFTEmailYorN], [ALLOCBATCH] FROM [dbo].[BatchDetails] WHERE [KEYID] = @KeyId SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_CreateBatch',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_CreateBatch] GO CREATE PROCEDURE [dbo].[KAAS_CreateBatch] ( @BATCHNO int, @POSTFWD char(1) = '', @TYPE char(1), @CODE char(10), @BRANCH varchar(3)='', @PREF int, @REF char(10), @DATE datetime, @FEE varchar(10) = '', @MATTER varchar(20) = '', @SUPP char(10) = '', @NARR char(150), @VALUE decimal(17,2), @SUBTOT decimal(17,2) = 0.00, @POSTED char(1), @CLIENTAC char(1), @PERNO smallint, @YEAR smallint, @PAYEE char(60) ='', @OUTLAYTOT decimal(17,2) = 0.00, @VATTOT decimal(17,2) = 0.00, @FEETOT decimal(17,2) = 0.00, @INVCR char(1), @THIRDPARTY char(1) = '', @USERCODE char(8), @ENTRYDATE datetime, @CLIENTBANK char(10) = '', @CURRENCY char(1)='E', @CURRENCYVALUE decimal(17,2) = 236.27, @CUROUTLAYTOT decimal(17,2) = 0.00, @CURVATTOT decimal(17,2) = 0.00, @CURFEETOT decimal(17,2) = 0.00, @RECNO int = 0, @SINGLELINE char(1) = '', @TEMPLATE char(10) = '', @CHEQUEREQNO int = 0, @WRITEDOWN datetime = null, @WRITEBACKHOURS decimal(7,2) = 0.00, @WRITEBACKVALUE decimal(13,2) = 0.00, @CORRECTCOPY char(1) = '', @CREDITINVOICENO int = 0, @DRAFTBILLNO int = 0, @EFTSENT char(1) = 'N', @EFTDATE datetime = null, @EFTFILENUMBER int = null, @EFTFILENAME varchar(500) = null, @EFTYORN char(1) = 'N', @CLIENTCODE varchar(10) = null, @PAYCLIENT char(1)= 'N', @ONCEOFFPAYMENT char(1)= 'N', @CASEASSCODE varchar(6) = null, @EFTEMAILYORN char(1)= 'N' ) AS /******************************************************************************************************* * Save the Batch Header * * * * Stored Procedure Name : [dbo].[KAAS_CreateBatch] * * * * Modification History: * * 2021-04-09 Revathy D Created * * 2021-04-12 Revathy D Updated * *******************************************************************************************************/ BEGIN SET NOCOUNT ON IF EXISTS ( SELECT TOP 1 * FROM dbo.[BatchH] WHERE [BatchNo] = @BATCHNO ) UPDATE dbo.[Batchh] SET [BATCHNO] = @BATCHNO, [POSTFWD] = @POSTFWD, [TYPE] = @TYPE, [CODE] = @CODE, [BRANCH] = @BRANCH, [PREF] = @PREF, [REF] = @REF, [DATE] = @DATE, [FEE] = @FEE, [MATTER] = @MATTER, [SUPP] = @SUPP, [NARR] = @NARR, [VALUE] = @VALUE, [SUBTOT] = @SUBTOT, [POSTED] = @POSTED, [CLIENTAC] = @CLIENTAC, [PERNO] = @PERNO, [YEAR] = @YEAR, [PAYEE] = @PAYEE, [OUTLAYTOT] = @OUTLAYTOT, [VATTOT] = @VATTOT, [FEETOT] = @FEETOT, [INVCR] = @INVCR, [THIRDPARTY] = @THIRDPARTY, [USERCODE]= @USERCODE, [ENTRYDATE] = @ENTRYDATE, [CLIENTBANK] = @CLIENTBANK, [CURRENCY] = @CURRENCY, [CURRENCYVALUE] = @CURRENCYVALUE, [CUROUTLAYTOT] = @CUROUTLAYTOT, [CURVATTOT]= @CURVATTOT, [CURFEETOT] = @CURFEETOT, [RECNO] = @RECNO, [SINGLELINE] =@SINGLELINE, [TEMPLATE] = @TEMPLATE, [CHEQUEREQNO] = @CHEQUEREQNO, [WRITEDOWN] = @WRITEDOWN, [WRITEBACKHOURS] = @WRITEBACKHOURS, [WRITEBACKVALUE] = @WRITEBACKVALUE, [CORRECTCOPY] = @CORRECTCOPY, [CREDITINVOICENO]= @CREDITINVOICENO, [DRAFTBILLNO] = @DRAFTBILLNO, [EFTSENT] = @EFTSENT, [EFTDATE] = @EFTDATE, [EFTFILENUMBER] = @EFTFILENUMBER, [EFTFILENAME]= @EFTFILENAME, [EFTYORN]=@EFTYORN, [CLIENTCODE]=@CLIENTCODE, [PAYCLIENT]=@PAYCLIENT, [ONCEOFFPAYMENT]=@ONCEOFFPAYMENT, [CASEASSCODE]=@CASEASSCODE, [EFTEMAILYORN] = @EFTEMAILYORN WHERE [BatchNo] = @BATCHNO ELSE INSERT INTO dbo.[BatchH] ( [BATCHNO], [POSTFWD], [TYPE], [CODE], [BRANCH], [PREF], [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], [SINGLELINE], [TEMPLATE], [CHEQUEREQNO], [WRITEDOWN], [WRITEBACKHOURS], [WRITEBACKVALUE], [CORRECTCOPY], [CREDITINVOICENO], [DRAFTBILLNO], [EFTSENT], [EFTDATE], [EFTFILENUMBER], [EFTFILENAME], [EFTYORN], [CLIENTCODE], [PAYCLIENT], [ONCEOFFPAYMENT], [CASEASSCODE], [EFTEMAILYORN]) VALUES ( @BATCHNO, @POSTFWD, @TYPE, @CODE, @BRANCH, @PREF, @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, @SINGLELINE, @TEMPLATE, @CHEQUEREQNO, @WRITEDOWN, @WRITEBACKHOURS, @WRITEBACKVALUE, @CORRECTCOPY, @CREDITINVOICENO, @DRAFTBILLNO, @EFTSENT, @EFTDATE, @EFTFILENUMBER, @EFTFILENAME, @EFTYORN, @CLIENTCODE, @PAYCLIENT, @ONCEOFFPAYMENT, @CASEASSCODE, @EFTEMAILYORN ) SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_CreateBatchDetails',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_CreateBatchDetails] GO CREATE PROCEDURE dbo.[KAAS_CreateBatchDetails] ( @KEYID int null, @BATCHNO int, @TYPE char(1)='R', @CODE char(10)='CLCONTROL', @PREF int, @REF char(10), @DATE datetime, @NARR char(100), @MATTER varchar(20), @VALUE decimal(17,2), @VATCODE char(1), @VATVAL decimal(17,2) = 0.00, @OUTLAY char(1)='C', @YEAR smallint, @PERNO smallint, @ENTRYCURRENCY char(1)='E', @CURRENCYVALUE decimal(17,2)=393.78, @CURRENCYVAT decimal(17,2) = 0.00, @OUTLAYCODE char(4) null, @THIRDPARTY char(1) null, @PAYEE char(60) null, @HEADPREF int null, @HEADBATCH int null, @ALLOCBATCH int null, @ALLOCPREF int null, @ALLOCREF char(10)='', @ALLOCVALUE decimal(17,2) =0.00, @ALLOCWRITEOFF char(1) ='', @PSUPP char(10) null, @UNDETAKING smallint null, @CASEASSCODE varchar(6) ='', @ONCEOFFPAYMENT char(1) ='N', @PAYCLIENT char(1)='N', @CLIENTCODE varchar(10)='', @EFTEMAILYORN char(1)='N' ) AS /******************************************************************************************************* * Save the Batch Details * * * * Stored Procedure Name : [dbo].[KAAS_CreateBatchDetails] * * * * Modification History: * * 2021-04-10 Revathy D Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON IF EXISTS ( SELECT TOP 1 * FROM dbo.[BatchDetails] WHERE [KeyId] = @KEYID ) BEGIN UPDATE dbo.[BatchDetails] SET [BATCHNO] = @BATCHNO, [TYPE] = @TYPE, [CODE] = @CODE, [PREF] =@PREF, [REF] =@REF, [DATE] =@DATE, [NARR] = @NARR, [MATTER] = @MATTER, [VALUE] = @VALUE, [VATCODE] = @VATCODE, [VATVAL]= @VATVAL, [OUTLAY]= @OUTLAY, [YEAR] = @YEAR, [PERNO] = @PERNO, [ENTRYCURRENCY]= @ENTRYCURRENCY, [CURRENCYVALUE]=@CURRENCYVALUE, [CURRENCYVAT] =@CURRENCYVAT, [OUTLAYCODE]= @OUTLAYCODE, [THIRDPARTY] = @THIRDPARTY, [PAYEE]= @PAYEE, [HEADPREF] =@HEADPREF, [HEADBATCH] =@HEADBATCH, [ALLOCBATCH] =@ALLOCBATCH, [ALLOCPREF]=@ALLOCPREF, [ALLOCREF]=@ALLOCREF, [ALLOCVALUE]= @ALLOCVALUE, [ALLOCWRITEOFF]=@ALLOCWRITEOFF, [PSUPP]=@PSUPP, [UNDETAKING]=@UNDETAKING, [CASEASSCODE]=@CASEASSCODE, [ONCEOFFPAYMENT]=@ONCEOFFPAYMENT, [PAYCLIENT]=@PAYCLIENT, [CLIENTCODE]=@CLIENTCODE, [EFTEMAILYORN]=@EFTEMAILYORN WHERE KEYID = @KEYID END ELSE BEGIN INSERT INTO dbo.BATCHDETAILS ( [BATCHNO], [TYPE], [CODE], [PREF], [REF], [DATE], [NARR], [MATTER], [VALUE], [VATCODE], [VATVAL], [OUTLAY], [YEAR], [PERNO], [ENTRYCURRENCY], [CURRENCYVALUE], [CURRENCYVAT], [OUTLAYCODE], [THIRDPARTY], [PAYEE], [HEADPREF], [HEADBATCH], [ALLOCBATCH], [ALLOCPREF], [ALLOCREF], [ALLOCVALUE], [ALLOCWRITEOFF], [PSUPP], [UNDETAKING], [CASEASSCODE], [ONCEOFFPAYMENT], [PAYCLIENT], [CLIENTCODE], [EFTEMAILYORN] ) VALUES ( @BATCHNO, @TYPE, @CODE, @PREF, @REF, @DATE, @NARR, @MATTER, @VALUE, @VATCODE, @VATVAL, @OUTLAY, @YEAR, @PERNO, @ENTRYCURRENCY, @CURRENCYVALUE, @CURRENCYVAT, @OUTLAYCODE, @THIRDPARTY, @PAYEE, @HEADPREF, @HEADBATCH, @ALLOCBATCH, @ALLOCPREF, @ALLOCREF, @ALLOCVALUE, @ALLOCWRITEOFF, @PSUPP, @UNDETAKING, @CASEASSCODE, @ONCEOFFPAYMENT, @PAYCLIENT, @CLIENTCODE, @EFTEMAILYORN ) END SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_DeleteBatchDetails',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_DeleteBatchDetails] GO CREATE PROCEDURE [dbo].[KAAS_DeleteBatchDetails] ( @KeyId decimal ) AS /******************************************************************************************************* * Delete Batch Details * * * * Stored Procedure Name : [dbo].[KAAS_DeleteBatchDetails] * * * * Modification History: * * 2021-04-10 Revathy D Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON DELETE FROM dbo.[BatchDetails] WHERE [KEYID] = @KeyId SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_DeleteBatchHeader',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_DeleteBatchHeader] GO CREATE PROCEDURE [dbo].[KAAS_DeleteBatchHeader] ( @BatchNo varchar(50) ) AS /******************************************************************************************************* * Delete Batch Header * * * * Stored Procedure Name : [dbo].[KAAS_DeleteBatchHeader] * * * * Modification History: * * 2021-04-10 Revathy D Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON DELETE FROM dbo.BatchH WHERE BATCHNO = @BatchNo DELETE FROM dbo.BatchDetails WHERE BATCHNO = @BatchNo SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM sys.[objects] SO WHERE SO.[name] = N'Kaas_DeleteMatterledger' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[Kaas_DeleteMatterledger] END go CREATE PROCEDURE [dbo].[Kaas_DeleteMatterledger] (@LRef INT,@Result TINYINT OUTPUT) AS /******************************************************************************************************* * * * Used to delete the matter ledger * * Stored Procedure Name: [dbo].[Kaas_DeleteMatterledger] * * Modification History: * * 2021-04-12 Natarajan S Created * *******************************************************************************************************/ BEGIN DELETE FROM [dbo].[MatterLedger] WHERE [LREF]=@LRef SET @Result = 1 END go IF EXISTS (SELECT TOP 1 1 FROM sys.[objects] SO WHERE SO.[name] = N'Kaas_DeleteUndertaking' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[Kaas_DeleteUndertaking] END go CREATE PROCEDURE [dbo].[Kaas_DeleteUndertaking] (@RecordId INT, @MatterCode varchar(20), @Narrative varchar(max), @ClientMin varchar(30), @ActionId int, @DiaryMessage varchar(max), @LogMessage varchar(max), @Result TINYINT OUTPUT) AS /******************************************************************************************************* * * * Used to delete the matter ledger * * Stored Procedure Name: [dbo].[Kaas_DeleteUndertaking] 115,'000001/0000','test','20.00',7489,'test','test',0 * * Modification History: * * 2021-04-12 Natarajan S Created * *******************************************************************************************************/ BEGIN DECLARE @CurrDate datetime SET @CurrDate=GETDATE() DECLARE @TIMECONVERT INT SET @TIMECONVERT = [dbo].ky_ConvertTimeToClarion(GETDATE()) DELETE FROM [dbo].[Undertakings] WHERE [RECORDID]=@RecordId SET @Result = 1 end BEGIN EXEC KAAS_INSERTSAMMatterLedgerComment @MatterCode,@Narrative,@ClientMin,@CurrDate,@Result END BEGIN UPDATE [dbo].[diary] SET [DATE]=@CurrDate, [STATUS]=1, [TEXT1]=@DiaryMessage WHERE [ACTIONID]=@ActionId INSERT INTO [dbo].[Log] ([DATE], [USER], [EVENT]) VALUES (@CurrDate, 'admin', @LogMessage) INSERT INTO [dbo].[DesktopMessages] ([MESSAGE], [HEADING], [DATE], [TIME], [BUTTON], [DURATION], [NAME], [FLAG], [EXTRAS], [EXTRAL]) VALUES (@LogMessage, 'Undertaking Deleted', @TIMECONVERT, @TIMECONVERT, 0, 0, 'admin', 0, ' ', 0) END go IF OBJECT_ID(N'KAAS_GetAssociatesTypes',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_GetAssociatesTypes] GO CREATE PROCEDURE [dbo].[KAAS_GetAssociatesTypes] AS /******************************************************************************************************* * Fetches the case associate types * * * * Stored Procedure Name : [dbo].[KAAS_GetAssociatesTypes] * * * * Modification History: * * 2021-04-09 Revathy D Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON SELECT RTRIM(ISNULL([ACT].[CODE],'')) AS [Code], [ACT].[DESCRIPTION] AS [Description] FROM [dbo].[AssociateTypes] [ACT] ORDER BY [ACT].[CODE] ASC SET NOCOUNT OFF END GO IF EXISTS (SELECT * FROM sys.objects WHERE object_id = OBJECT_ID(N'[dbo].[KAAS_GetBankDetails]') AND type in (N'P', N'PC')) BEGIN DROP PROCEDURE [dbo].[KAAS_GetBankDetails] END GO /****** Object: StoredProcedure [dbo].[KAAS_GetBankDetails] Script Date: 23-03-2021 16:19:44 ******/ CREATE PROCEDURE [dbo].[KAAS_GetBankDetails] AS /******************************************************************************************************* * Fetches the Bank details * * * * Stored Procedure Name : [dbo].[KAAS_GetBankDetails] * * * * Modification History: * * 2021-03-23 Revathy D Created * *******************************************************************************************************/ BEGIN SELECT A.[Code], A.[Desc], A.[Type], A.[Pb], A.[Seq], A.[Clientac], A.[Deposityn], A.[Deposittype], A.[BankBranch] FROM dbo.[Nominal] A WHERE A.[TYPE] = 'BANK' AND A.[RETIRED] <> 'Y' ORDER BY A.[CODE] ASC END GO IF EXISTS (SELECT * FROM sys.objects WHERE object_id = OBJECT_ID(N'[dbo].[KAAS_GetBatchDetails]') AND type in (N'P', N'PC')) BEGIN DROP PROCEDURE [dbo].[KAAS_GetBatchDetails] END GO /****** Object: StoredProcedure [dbo].[KAAS_GetBatchDetails] Script Date: 19-03-2021 14:46:11 ******/ CREATE PROCEDURE [dbo].[KAAS_GetBatchDetails] AS /******************************************************************************************************* * Fetches the batch details of unposted receipts * * * * Stored Procedure Name : [dbo].[KAAS_GetBatchDetails] * * * * Modification History: * * 2021-03-19 Revathy D Created * *******************************************************************************************************/ BEGIN SELECT A.[BatchNo], A.[Type], A.[Code], A.[Ref], A.[Date], A.[Matter], A.[Supp], A.[Narr], A.[Value], A.[Posted], A.[PerNo], A.[Year], A.[EntryDate], A.[RecNo], A.[ChequeReqNo], A.[UserCode], A.[Pref] FROM dbo.[BatchH] A WHERE A.[TYPE] = 'R' AND A.[POSTED] = 'N' ORDER BY A.[POSTED] ASC, A.[ENTRYDATE] ASC END GO IF OBJECT_ID(N'KAAS_GetCaseAssociatesNames',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_GetCaseAssociatesNames] GO CREATE PROCEDURE [dbo].[KAAS_GetCaseAssociatesNames] ( @TypeCode varchar(1000) ) AS /******************************************************************************************************* * Fetches the case associate names * * * * Stored Procedure Name : [dbo].[KAAS_GetCaseAssociatesNames] * * * * Modification History: * * 2021-04-09 Revathy D Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON SELECT [ACV].[NAMECODE] AS Code, CASE WHEN RTRIM(ISNULL([CAN].[COMPANY],'')) <> '' THEN RTRIM([CAN].[NAME]) + ' ('+ RTRIM([CAN].[COMPANY]) +')' ELSE RTRIM([CAN].[NAME]) END AS [NameNCompany], [CAN].[ADDRESS] AS [Address], [CAN].[PHONENO] AS [Phone], [ACV].[CATEGORY] AS [Category], [ACV].[TYPECODE] AS [Type], [CAN].[NAME] AS [Name], [CAN].[COMPANY] AS [Company], RTRIM(ISNULL([CAT].[NAMECODE],'')) AS [NAMECODE], RTRIM(ISNULL([CAT].[TYPECODE],'')) AS [TYPECODE], [CAN].[NOTES] AS [Notes] FROM [dbo].[AssociateCategoryView] [ACV] LEFT OUTER JOIN [dbo].[CaseAssociatesNames] [CAN] ON [ACV].[NAMECODE]= [CAN].[CODE] LEFT OUTER JOIN [dbo].[CaseAssoicatesTypes] [CAT] ON [ACV].[NAMECODE]= [CAT].[NAMECODE] AND [ACV].[TYPECODE]= [CAT].[TYPECODE] WHERE UPPER([ACV].[TYPECODE]) = UPPER(@TypeCode) ORDER BY [ACV].[TYPECODE] ASC, [ACV].[NAMECODE] ASC SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_GetNextPrefNBatchNo',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_GetNextPrefNBatchNo] GO CREATE PROCEDURE [dbo].[KAAS_GetNextPrefNBatchNo] AS /******************************************************************************************************* * Fetches the next Posting ref and batch number * * * * Stored Procedure Name : [dbo].[KAAS_GetNextPrefNBatchNo] * * * * Modification History: * * 2021-04-10 Revathy D Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON SELECT MAX(PREF)+1 Pref, MAX(BATCHNO)+1 BatchNo FROM ( ( SELECT PREF, BATCHNO FROM DBO.BATCHH ) UNION ALL ( SELECT PREF, BATCHNO FROM DBO.BATCHDETAILS ) ) BAT SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_GetOpenMatterDetails' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_GetOpenMatterDetails] END GO CREATE PROCEDURE [dbo].[KAAS_GetOpenMatterDetails] (@PageNumber INT = NULL, @PageSize INT = NULL, @SearchText VARCHAR(4000) = NULL, @SortColumn VARCHAR(50) = NULL, @SortDirection VARCHAR(10) = NULL) AS /*********************************************************************** * Fetching Open Matter Details * * 2021-03-10 Prabhu.V Created to Fetch the Open Matter details for SAM ***********************************************************************/ BEGIN IF(@SortColumn = '' OR @SortColumn = NULL) BEGIN SET @SortColumn = NULL END IF(@SortDirection = '' OR @SortDirection = NULL) BEGIN SET @SortDirection = 'ASC' END SELECT A.[Code], A.[ClientCode], A.[Description], A.[FECODE] As FeeCode, A.[Dept], A.[WTYPE] As WorkType, A.[Branch], A.[Comment], A.[FileNum], A.[ThirdPart], A.[THPARTSOL], A.[OldRef], A.[PCode], A.[PFECode], A.[User1], A.[User2], A.[User3], A.[FileColour], A.[OUTFILENO], A.[Closed], B.[CODE], B.[Name], B.[Address], B.[FE], B.[CLIENT], B.[CLIENTGROUP], B.[OTHERREF], B.[OPSISREF], B.[CONTACTNO], B.[COMPBILLONOFF], B.[TAXTYPE] FROM dbo.[Matters] A LEFT OUTER JOIN dbo.[contacts] B ON A.[CLIENTCODE]= B.[CODE] WHERE [Closed] <> 'Y' AND @SearchText = '' OR ( A.[Code] LIKE '%' + @SearchText + '%' OR A.[Code] LIKE '%' + @SearchText + '%' OR A.[FECode] LIKE '%' + @SearchText + '%' OR B.[Name] LIKE '%' + @SearchText + '%' OR A.[Description] LIKE '%' + @SearchText + '%' OR A.[OldRef] LIKE '%' + @SearchText + '%' OR A.[FileNum] LIKE '%' + @SearchText + '%' OR A.[Dept] LIKE '%' + @SearchText + '%' OR A.[WType] LIKE '%' + @SearchText + '%' OR A.[User1] LIKE '%' + @SearchText + '%' OR A.[User2] LIKE '%' + @SearchText + '%' OR A.[User3] LIKE '%' + @SearchText + '%' OR A.[Branch] LIKE '%' + @SearchText + '%' OR B.[Address] LIKE '%' + @SearchText + '%' OR A.[Comment] LIKE '%' + @SearchText + '%' ) ORDER BY CASE WHEN @SortDirection = 'ASC' AND @SortColumn IS NOT NULL THEN CASE @SortColumn WHEN 'Code' THEN A.[Code] END END, CASE WHEN @SortDirection = 'DESC' AND @SortColumn IS NOT NULL THEN CASE @SortColumn WHEN 'Code' THEN A.[Code] END END DESC, CASE WHEN @SortDirection = 'ASC' AND @SortColumn IS NOT NULL THEN CASE @SortColumn WHEN 'Closed' THEN A.[Closed] END END, CASE WHEN @SortDirection = 'DESC' AND @SortColumn IS NOT NULL THEN CASE @SortColumn WHEN 'Closed' THEN A.[Closed] END END DESC, CASE WHEN @SortDirection = 'ASC' AND @SortColumn IS NOT NULL THEN CASE @SortColumn WHEN 'FeeCode' THEN A.[FECODE] END END, CASE WHEN @SortDirection = 'DESC' AND @SortColumn IS NOT NULL THEN CASE @SortColumn WHEN 'FeeCode' THEN A.[FECODE] END END DESC, CASE WHEN @SortDirection = 'ASC' AND @SortColumn IS NOT NULL THEN CASE @SortColumn WHEN 'Name' THEN B.[Name] END END, CASE WHEN @SortDirection = 'DESC' AND @SortColumn IS NOT NULL THEN CASE @SortColumn WHEN 'Name' THEN B.[Name] END END DESC, CASE WHEN @SortDirection = 'ASC' AND @SortColumn IS NOT NULL THEN CASE @SortColumn WHEN 'Description' THEN A.[Description] END END, CASE WHEN @SortDirection = 'DESC' AND @SortColumn IS NOT NULL THEN CASE @SortColumn WHEN 'Description' THEN A.[Description] END END DESC, CASE WHEN @SortDirection = 'ASC' AND @SortColumn IS NOT NULL THEN CASE @SortColumn WHEN 'OldRef' THEN A.[OldRef] END END, CASE WHEN @SortDirection = 'DESC' AND @SortColumn IS NOT NULL THEN CASE @SortColumn WHEN 'OldRef' THEN A.[OldRef] END END DESC, CASE WHEN @SortDirection = 'ASC' AND @SortColumn IS NOT NULL THEN CASE @SortColumn WHEN 'FileNum' THEN A.[FileNum] END END, CASE WHEN @SortDirection = 'DESC' AND @SortColumn IS NOT NULL THEN CASE @SortColumn WHEN 'FileNum' THEN A.[FileNum] END END DESC, CASE WHEN @SortDirection = 'ASC' AND @SortColumn IS NOT NULL THEN CASE @SortColumn WHEN 'Dept' THEN A.[Dept] END END, CASE WHEN @SortDirection = 'DESC' AND @SortColumn IS NOT NULL THEN CASE @SortColumn WHEN 'Dept' THEN A.[Dept] END END DESC, CASE WHEN @SortDirection = 'ASC' AND @SortColumn IS NOT NULL THEN CASE @SortColumn WHEN 'WorkType' THEN A.[WType] END END, CASE WHEN @SortDirection = 'DESC' AND @SortColumn IS NOT NULL THEN CASE @SortColumn WHEN 'WorkType' THEN A.[WType] END END DESC, CASE WHEN @SortDirection = 'ASC' AND @SortColumn IS NOT NULL THEN CASE @SortColumn WHEN 'User1' THEN A.[User1] END END, CASE WHEN @SortDirection = 'DESC' AND @SortColumn IS NOT NULL THEN CASE @SortColumn WHEN 'User1' THEN A.[User1] END END DESC, CASE WHEN @SortDirection = 'ASC' AND @SortColumn IS NOT NULL THEN CASE @SortColumn WHEN 'User2' THEN A.[User2] END END, CASE WHEN @SortDirection = 'DESC' AND @SortColumn IS NOT NULL THEN CASE @SortColumn WHEN 'User2' THEN A.[User2] END END DESC, CASE WHEN @SortDirection = 'ASC' AND @SortColumn IS NOT NULL THEN CASE @SortColumn WHEN 'User3' THEN A.[User3] END END, CASE WHEN @SortDirection = 'DESC' AND @SortColumn IS NOT NULL THEN CASE @SortColumn WHEN 'User3' THEN A.[User3] END END DESC, CASE WHEN @SortDirection = 'ASC' AND @SortColumn IS NOT NULL THEN CASE @SortColumn WHEN 'Branch' THEN A.[Branch] END END, CASE WHEN @SortDirection = 'DESC' AND @SortColumn IS NOT NULL THEN CASE @SortColumn WHEN 'Branch' THEN A.[Branch] END END DESC, CASE WHEN @SortDirection = 'ASC' AND @SortColumn IS NOT NULL THEN CASE @SortColumn WHEN 'Address' THEN B.[Address] END END, CASE WHEN @SortDirection = 'DESC' AND @SortColumn IS NOT NULL THEN CASE @SortColumn WHEN 'Address' THEN B.[Address] END END DESC, CASE WHEN @SortDirection = 'ASC' AND @SortColumn IS NOT NULL THEN CASE @SortColumn WHEN 'Comment' THEN A.[Comment] END END, CASE WHEN @SortDirection = 'DESC' AND @SortColumn IS NOT NULL THEN CASE @SortColumn WHEN 'Comment' THEN A.[Comment] END END DESC, A.CODE ASC OFFSET @PageSize * (@PageNumber - 1) ROWS FETCH NEXT @PageSize ROWS ONLY OPTION (RECOMPILE); END GO IF EXISTS (SELECT * FROM sys.objects WHERE object_id = OBJECT_ID(N'[dbo].[KAAS_GetReceiptsDetails]') AND type in (N'P', N'PC')) BEGIN DROP PROCEDURE [dbo].[KAAS_GetReceiptsDetails] END GO /****** Object: StoredProcedure [dbo].[KAAS_GetReceiptsDetails] Script Date: 24-03-2021 10:38:53 ******/ CREATE PROCEDURE [dbo].[KAAS_GetReceiptsDetails] (@BatchNo INT) AS /******************************************************************************************************* * Fetches the receipts list of specific batch * * * * Stored Procedure Name : [dbo].[KAAS_GetReceiptsDetails] * * * * Modification History: * * 2021-03-24 Revathy D Created * *******************************************************************************************************/ BEGIN SELECT A.[BatchNo], A.[Type], A.[Code], A.[Pref], A.[Ref], A.[Date], A.[Fee], A.[Narr], A.[Matter], A.[Supp], A.[Value], A.[VatCode], A.[Outlay], A.[Year], A.[PerNo], A.[OutlayCode], A.[HeadBatch], A.[AllocBatch], A.[AllocPref], A.[KeyId] FROM dbo.[BatchDetails] A WHERE A.[BATCHNO] = @BatchNo ORDER BY A.[BATCHNO] ASC, A.[PREF] ASC, A.[KEYID] ASC END GO IF OBJECT_ID(N'KAAS_GetSAMCaseContactDetails',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_GetSAMCaseContactDetails] GO CREATE PROCEDURE [dbo].[KAAS_GetSAMCaseContactDetails] ( @MatterCode VARCHAR(20) ) AS /******************************************************************************************************* * [dbo].[KAAS_GetSAMCaseContactDetails] '000001/0000' * * Description: Used to Case contact details for matter code * * Modification History: * * 2021-04-09 Natarajan S Created * * 2021-04-09 Arun V Implemented coding standards * *******************************************************************************************************/ BEGIN SET NOCOUNT ON SELECT [CC].[CASECODE] [CaseCode], [CC].[CONTYPE] [ConType], [CC].[CONNUM] [ConNum], [CC].[NAMECODE] [CaseContactsNameCode], [CC].[SOLCODE] [CaseContactsSolCode], [CC].[INSCODE] [CaseContactsInsCode], [CC].[ASSIGNEDCONTACT] [AssignedContact], [CA].[CODE] [CaseAssociateCode], [CA].[TYPE] [CaseAssociateType], [CA].[NAME] [CaseAssociateName], [CA].[COMPANY] [CaseAssociateCompany], [CA].[ADDRESS] [CaseAssociateAddress], [CA].[SEARCH] [CaseAssociateSearch], [CA].[CONTACTNO] [CaseAssociateContactNo], [CA].[BANKNAME] [CaseAssociateBankName], [CA].[BANKSORTCODE] [CaseAssociateBankSortCode], [CA].[BANKACCNO] [CaseAssociateBankAccNo], [CA].[IBAN] [CaseAssociateIBAN], [CA].[BIC] [CaseAssociateBIC], [AT].[CODE] [AssociateTypeCode], [AT].[DESCRIPTION] [AssociateTypeDescription] FROM [dbo].[CaseContacts] CC LEFT OUTER JOIN [dbo].[CaseAssociatesNames] CA ON [CC].[NAMECODE]= [CA].[CODE] LEFT OUTER JOIN [dbo].[AssociateTypes] AT ON [CC].[CONTYPE]= AT.CODE WHERE [CC].[CASECODE] =@MatterCode ORDER BY [CC].[CASECODE] ASC, [CC].[CONTYPE] ASC, [CC].[CONNUM] ASC SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM sys.[objects] SO WHERE SO.[name] = N'KAAS_GetSAMClientAccountExpansion' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].KAAS_GetSAMClientAccountExpansion END go CREATE PROCEDURE [dbo].KAAS_GetSAMClientAccountExpansion (@MatterCode VARCHAR(20)) AS /******************************************************************************************************* * * *Used to list the matter ledger * * Stored Procedure Name: [dbo].KAAS_GetSAMClientAccountExpansion '000001/0000' * * Modification History: * * 2021-03-30 Natarajan S Created * *******************************************************************************************************/ BEGIN EXEC [dbo].KAAS_GetSAMHeaderDetails @MatterCode SELECT [Date], [REF] AS Ref, [NARR] AS Narr, [ValueC], [ValueCC], [ValueCD], [DepositType], [PRef] from dbo.MatterLedger where MATTER= @MatterCode AND FORMAT(- valuec, '0; (0)') > 0 END go IF EXISTS (SELECT * FROM sys.objects WHERE object_id = OBJECT_ID(N'[dbo].[KAAS_GetSAMDebtorsLedgerAllocation]') AND type in (N'P', N'PC')) BEGIN DROP PROCEDURE [dbo].[KAAS_GetSAMDebtorsLedgerAllocation] END GO /****** Object: StoredProcedure [dbo].[KAAS_GetSAMDebtorsLedgerAllocation] Script Date: 25-03-2021 10:38:53 ******/ CREATE PROCEDURE [dbo].[KAAS_GetSAMDebtorsLedgerAllocation] (@BatchNo int, @Pref int) AS /******************************************************************************************************* * Fetches the Debtors Ledger Allocation by Batch No and Pref * * * * Stored Procedure Name : [dbo].[KAAS_GetSAMDebtorsLedgerAllocation] * * * * Modification History: * * 2021-03-31 Prabhu V Created * *******************************************************************************************************/ BEGIN SELECT A.[BatchNo], A.[Pref], A.[Date], A.[ABatchNo], A.[Oref], A.[Value], A.[Fees], A.[Outlay], A.[Vat], A.[UserCode], A.[AllNo], A.[KeyID] FROM dbo.[Allocations] A WHERE A.[BatchNo] = @BatchNo AND A.[Pref] = @Pref ORDER BY A.[BatchNo] ASC, A.[Pref] ASC, A.[KeyID] ASC END GO IF EXISTS (SELECT * FROM sys.objects WHERE object_id = OBJECT_ID(N'[dbo].[KAAS_GetSAMDebtorsLedgerbyMatterCode]') AND type in (N'P', N'PC')) BEGIN DROP PROCEDURE [dbo].[KAAS_GetSAMDebtorsLedgerbyMatterCode] END GO /****** Object: StoredProcedure [dbo].[KAAS_GetSAMDebtorsLedgerbyMatterCode] Script Date: 25-03-2021 10:38:53 ******/ CREATE PROCEDURE [dbo].[KAAS_GetSAMDebtorsLedgerbyMatterCode] (@MatterCode Varchar(20)) AS /******************************************************************************************************* * Fetches the Debtors Ledger by Matter Code * * * * Stored Procedure Name : [dbo].[KAAS_GetSAMDebtorsLedgerbyMatterCode] * * * * Modification History: * * 2021-03-25 Prabhu V Created * *******************************************************************************************************/ BEGIN SELECT A.[Matter], A.[Client], A.[Date], A.[Ref], A.[BatchNo], A.[PRef], A.[Narr], A.[Original], A.[OSValue], A.[RecordID] , S.[Name], S.[Description] FROM dbo.[DebtorsLedger] A LEFT JOIN dbo.[SearchMatters] S On S.[Code] = A.[MATTER] WHERE A.[Matter] = @MatterCode ORDER BY A.[Matter] ASC, A.[Date] ASC, A.[RecordID] ASC END GO IF OBJECT_ID(N'KAAS_GetSAMFeeEarnerCodes',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_GetSAMFeeEarnerCodes] GO CREATE PROCEDURE [dbo].[KAAS_GetSAMFeeEarnerCodes] AS /******************************************************************************************************* * [dbo].[KAAS_GetSAMFeeEarnerCodes] * * Description: Get basic details to insert into diary information. * * Modification History: * * 2021-04-10 Natarajan S Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON SELECT [Code], [Name] FROM [dbo].FeeEarnerCodes A WHERE [A].[Retired] <> 'Y' ORDER BY [Code] ASC SELECT [RECORDID] AS [RecordId], [STATUSDESC] AS [Status] FROM [dbo].[UndertakingStatus] ORDER BY [STATUSDESC] ASC SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM sys.[objects] SO WHERE SO.[name] = N'KAAS_GetSAMFNLDetails' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].KAAS_GetSAMFNLDetails END go CREATE PROCEDURE [dbo].KAAS_GetSAMFNLDetails (@MatterCode VARCHAR(20)) AS /******************************************************************************************************* * * *Used to Get FNL Details * * Stored Procedure Name: [dbo].KAAS_GetSAMFNLDetails '000001/0000' * * Modification History: * * 2021-03-30 Natarajan S Created * *******************************************************************************************************/ BEGIN SELECT OM.[Code] as [Code], C.[Code] as [ClientCode], C.[Name] as [ClientName], OM.[Matter] AS [MatterCode], OM.[Description] as [MatterName], C.[Address] AS [ClientAddress], OM.[FECode] AS [FECode], OM.[FNL_DATE] AS [FNLDate], OM.[FNL_NAME] AS [FNLName], OM.[FNL_ADDRESS] AS [FNLAddress], OM.[FNL_FEES] AS [FNLFees], OM.[FNL_OUTLAY] AS [FNLOutlay], OM.[FNL_VAT] AS [FNLVat], OM.[FNL_TOTAL] AS [FNLTotal] FROM dbo.OpenMattersONLY OM INNER JOIN Contacts C ON OM.ClientCode = C.Code WHERE OM.CODE = @MatterCode END GO IF EXISTS (SELECT TOP 1 1 FROM sys.[objects] SO WHERE SO.[name] = N'KAAS_GetSAMHeaderDetails' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].KAAS_GetSAMHeaderDetails END go CREATE PROCEDURE [dbo].KAAS_GetSAMHeaderDetails (@MatterCode VARCHAR(20)) AS /******************************************************************************************************* * * *Used to list the matter ledger * * Stored Procedure Name: [dbo].KAAS_GetSAMHeaderDetails '000001/0000' * * Modification History: * * 2021-03-30 Natarajan S Created * *******************************************************************************************************/ BEGIN select OM.[Code] as [Code], C.[Code] as [ClientCode], C.[Name] as [ClientName], OM.[Matter] AS [MatterCode], OM.[Description] as [MatterName] FROM dbo.OpenMattersONLY OM INNER JOIN Contacts C ON OM.ClientCode = C.Code WHERE OM.CODE = @MatterCode END go IF EXISTS (SELECT TOP 1 1 FROM sys.[objects] SO WHERE SO.[name] = N'KAAS_GetSAMMatterLedger' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_GetSAMMatterLedger] END go CREATE PROCEDURE [dbo].[Kaas_getsammatterledger] (@MatterCode VARCHAR(20)) AS /******************************************************************************************************* * * *Used to list the matter ledger * * Stored Procedure Name: [dbo].[KAAS_GetSAMMatterLedger] 'KEY001/0001' * * Modification History: * * 2021-03-11 Natarajan S Created * * 2021-03-11 Prabhu V Modified -- Added BatchH table in left join to verify the type of Batch* *******************************************************************************************************/ BEGIN SET NOCOUNT ON SELECT [MTL].[Matter], [MTL].[BatchNo], [MTL].[PRef], [MTL].[Date], [MTL].[Ref], [MTL].[Narr], [ValueD], [ValueO], [MTL].[Fee], [MTL].[EntryDate], [Client], [ValueCC], [ValueCD], [LRef], [Billed], [Undertaking], BH.Type, CASE WHEN [MTL].[BATCHNO]=0 AND [MTL].[Narr] like '%FNL%' THEN '#a7e7f2' WHEN [MTL].[BATCHNO]=0 AND [MTL].[Narr] like '%RESERVE%' THEN '#a7e7f2' WHEN [MTL].[BATCHNO]=0 AND [MTL].[Narr] like '%Undertaking%' THEN '#f0f09f' WHEN [MTL].[BATCHNO]=0 THEN '#a7e7f2' ELSE 'NONE' END AS [NarrColour] FROM [dbo].[matterledger] AS [MTL] INNER JOIN [dbo].[matters] [MT] ON [MTL].[MATTER]=[MT].[Code] LEFT JOIN BatchH BH ON [MTL].[BATCHNO] = BH.[BATCHNO] WHERE [MTL].[matter] = @MatterCode ORDER BY [MTL].[matter],[MTL].[DATE],[MTL].LREF ASC SELECT [CLIENTMIN] FROM dbo.openmattersonly WHERE [code] = @MatterCode END GO IF EXISTS (SELECT TOP 1 1 FROM sys.[objects] SO WHERE SO.[name] = N'KAAS_GetSAMMatterLedgerComment' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_GetSAMMatterLedgerComment] END go CREATE PROCEDURE [dbo].[KAAS_GetSAMMatterLedgerComment] (@MatterCode VARCHAR(20)) AS /******************************************************************************************************* * * *Used to list the matter ledger * * Stored Procedure Name: [dbo].[KAAS_GetSAMMatterLedgerComment] 'KEY001/0001' * * Modification History: * * 2021-03-11 Natarajan S Created * *******************************************************************************************************/ BEGIN IF( (SELECT top 1 1 FROM MatterLedger WHERE (MATTER = @MatterCode) AND ([BATCHNO] = 0) AND (NARR LIKE 'RESERVE%') AND ([PREF] = 0)) > 0) BEGIN SELECT [NARR] FROM MatterLedger WHERE (MATTER = @MatterCode) AND ([BATCHNO] = 0) AND ([NARR] LIKE 'RESERVE%') AND ([PREF] = 0) ORDER BY [DATE] DESC END ELSE BEGIN SELECT [NARR] FROM MatterLedger WHERE ([BATCHNO] = 0) AND ([NARR] LIKE 'RESERVE%') AND ([PREF] = 0) ORDER BY [LREF] DESC END END GO IF OBJECT_ID(N'KAAS_GetSAMPendingClientACDetails',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_GetSAMPendingClientACDetails] GO CREATE PROCEDURE [dbo].[KAAS_GetSAMPendingClientACDetails] ( @MatterCode VARCHAR(20) ) AS /******************************************************************************************************* * [dbo].[KAAS_GetSAMPendingClientACDetails] '000001/0000' * * Description: Used to list the matter ledger * * Modification History: * * 2021-04-09 Natarajan S Created * * 2021-04-09 Arun V Implemented coding standards * *******************************************************************************************************/ BEGIN SET NOCOUNT ON SELECT [BAD].[KEYID] AS [PRef], [BAD].[REF] AS [Ref], [BAD].[DATE] AS [Date], [BAD].[NARR] AS [Narr], [BAD].[VALUE] AS [ValueC], [BAD].[BATCHNO] AS [BatchNo] FROM [dbo].[BatchDetails] [BAD] LEFT OUTER JOIN [dbo].[BatchH] [BAH] ON [BAD].[BATCHNO] = [BAH].[BATCHNO] WHERE ([BAD].[MATTER] = @MatterCode AND [BAH].[POSTED] = 'N' AND ( [BAD].[OUTLAY] = 'C' OR [BAD].[TYPE] = 'R' AND [BAH].[THIRDPARTY] = 'Y' OR [BAD].[TYPE] = 'T' AND [BAH].[CLIENTAC] = 'Y') ) ORDER BY [BAD].[MATTER] ASC, [BAD].[KEYID] ASC SELECT SUM([VALUECC]) AS [ClientAccountTotal] FROM [dbo].[MatterLedger] WHERE [MATTER] = @MatterCode SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_GetSAMUndertakingBaseDetails',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_GetSAMUndertakingBaseDetails] GO CREATE PROCEDURE [dbo].[KAAS_GetSAMUndertakingBaseDetails] ( @MatterCode VARCHAR(20), @FECode VARCHAR(10) ) AS /******************************************************************************************************* * [dbo].[KAAS_GetSAMUndertakingBaseDetails] '000001/0000','ADM' * * Description: Get basic undertaking details to insert undertakings * * Modification History: * * 2021-04-10 Natarajan S Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON SELECT [RECORDID] AS [RecordId], [MATTER] AS [MATTER], [SEQ] AS [SEQ], [DISCHARGEDATE] AS [DischargeDate], [TYPE] AS [TYPE], [DESCRIPTION] AS [DESCRIPTION], [WHO] AS [WHO], [ACTIONID] AS [ACTIONID], [GIVENORRECEIVED] AS [GivenOrReceived], [NOTIFIED] AS [Notified], [DISCHARGEDESCRIPTION] AS [DischargeDescription], [DISCHARGEDBY] AS [DischargedBy], [DEALINGNUMBER] AS [DealingNumber], [NOTES] AS [Notes], [COMMERCIALORNON] AS [CommercialOrNon], [STATUS] AS [STATUS], [DATE] AS [DATE], [UNDDATE] AS [UndDate], [VALUE] AS [VALUE], [UNDVALUE] AS [UndValue], [AUTHORISEDBYFE] AS [AUTHORISEDBYFE], [HANDLER] AS [Handler], [UNDERTAKINGTO] AS [UndertakingTo], [CASECONTACT] AS [CaseContact], [ENTRYDATE] AS [EntryDate], [CATEGORY] AS [Category], [ISCONDITIONAL] AS [IsConditional], [CONDITION] AS [Condition], [NEEDSATTENTION] AS [NeedsAttention] FROM [dbo].[Undertakings] WHERE ([MATTER] = @MatterCode AND (MATTER < @MatterCode OR ([SEQ] <= 99 AND ([SEQ] < 99 OR ([DATE] <= null AND ([DATE] < NULL OR ([RECORDID] <= 0 ))))))) ORDER BY [MATTER] DESC, [SEQ] DESC, [DATE] DESC, [RECORDID] DESC SELECT [CODE] AS [Code], [BRANCH] AS [Branch], [NAME] AS [Name], [NOMINAL] AS [Nominal], [RETIRED] AS [Retired] FROM [dbo].[FeeEarnerCodes] WHERE [CODE] = @FECode SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM sys.[objects] SO WHERE SO.[name] = N'KAAS_GetSAMUndertakingDetails' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].KAAS_GetSAMUndertakingDetails END go CREATE PROCEDURE [dbo].KAAS_GetSAMUndertakingDetails (@MatterCode VARCHAR(20)) AS /******************************************************************************************************* * * *Used to Get Undertaking details * * Stored Procedure Name: [dbo].KAAS_GetSAMUndertakingDetails * * Modification History: * * 2021-03-30 Natarajan S Created * *******************************************************************************************************/ BEGIN EXEC [dbo].KAAS_GetSAMHeaderDetails @MatterCode SELECT [UND].[RecordID], [UND].[Matter], [UND].[Seq], [UND].[DischargeDate], CASE[UND].[Type] WHEN 'F' THEN 'Financial' ELSE 'Documents' END AS [Type], [UND].[Description], [UND].[Who], [UND].[ActionID], [UND].[Status], [UND].[Date], [UND].[Value], [UND].[AuthorisedByFE] FROM [dbo].[Undertakings] [UND] WHERE [UND].[MATTER] = @MatterCode ORDER BY [UND].[MATTER] ASC, [UND].[SEQ] ASC, [UND].[DATE] ASC, [UND].[RECORDID] END GO IF EXISTS (SELECT TOP 1 1 FROM sys.[objects] SO WHERE SO.[name] = N'KAAS_GetSAMUndertakingDetailsForEdit' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].KAAS_GetSAMUndertakingDetailsForEdit END go CREATE PROCEDURE [dbo].KAAS_GetSAMUndertakingDetailsForEdit (@RecordId INT) AS /******************************************************************************************************* * * *Used to Get Undertaking details for edit * * Stored Procedure Name: [dbo].KAAS_GetSAMUndertakingDetailsForEdit 94 * * Modification History: * * 2021-03-30 Natarajan S Created * *******************************************************************************************************/ BEGIN SELECT [UDK].[RecordId], [UDK].[MATTER], [UDK].[SEQ], [UDK].[DischargeDate], [UDK].[TYPE], [UDK].[DESCRIPTION], [UDK].[WHO], [UDK].[ACTIONID], [UDK].[GivenOrReceived], [UDK].[DischargeDescription], [UDK].[DischargedBy], [UDK].[DealingNumber], [UDK].[Notes], [UDK].[CommercialOrNon], [UDK].[STATUS], [UDK].[DATE], [UDK].[VALUE], [UDK].[AUTHORISEDBYFE], [UDK].[Handler], [UDK].[UndertakingTo], [UDK].[CaseContact], [UDK].[EntryDate], [UDK].[Category], [UDK].[IsConditional], [UDK].[Condition], [UDK].[NeedsAttention], [UDK].[AddCommentLedger], [DIA].[TeamCode], [DIA].[FNCode], [DIA].[Text1] FROM [dbo].[Undertakings] [UDK] INNER JOIN [dbo].[diary] [DIA] ON [UDK].[ActionID]=[DIA].[ACTIONID] WHERE [RecordId]=@RecordId END GO IF OBJECT_ID(N'KAAS_GetSAMUndertakingDiaryDetails',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_GetSAMUndertakingDiaryDetails] GO CREATE PROCEDURE [dbo].[KAAS_GetSAMUndertakingDiaryDetails] ( @ActionCode VARCHAR(20), @FECode VARCHAR(10) ) AS /******************************************************************************************************* * [dbo].[KAAS_GetSAMUndertakingDiaryDetails] * * Description: Get basic details to insert into diary information. * * Modification History: * * 2021-04-10 Natarajan S Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON SELECT CASE[Priority] WHEN 'High' THEN 'H' ELSE 'N' END AS [Priority], [Highlighted] AS [Highlighted], [Publisher] AS [Publish], [ActionCode] AS [ActionCode], [Status] AS [ActionStatus], [ActionCategory]AS [ActionType], [ProcessType] AS [ProcessType], [Desc] AS [ActionCodeDescription], [Code] AS [FNCode], [Team] AS[TeamCode] FROM [dbo].[TemplateActions], [dbo].[Handlers] WHERE [CODE] = @FECode and ACTIONCODE=@ActionCode SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM sys.[objects] SO WHERE SO.[name] = N'KAAS_INSERTSAMDiaryDetails' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_INSERTSAMDiaryDetails] END go CREATE PROCEDURE [dbo].[KAAS_INSERTSAMDiaryDetails] ( @MatterCode VARCHAR(20), @Priority varchar(5), @Highlighted varchar(20), @Publisher varchar(20), @Status int, @ActionCode varchar(20), @ActionStatus varchar(20), @ActionType varchar(20), @ProcessType varchar(20), @FNCode varchar(20), @TeamCode varchar(20), @Text1 varchar(max), @Result INT OUTPUT ) AS /******************************************************************************************************* * * *Used to list the matter ledger * * Stored Procedure Name: [dbo].[KAAS_INSERTSAMDiaryDetails] '000001/0000','H','','N',0,'ADMUD','NA','U','I','ADM','COM','UNDERTAKING EXAMPLE',0 * * Modification History: * * 2021-03-26 Natarajan S Created * *******************************************************************************************************/ BEGIN DECLARE @Date DATETIME SET @Date = GETDATE() DECLARE @TIMECONVERT INT SET @TIMECONVERT = [dbo].ky_ConvertTimeToClarion(GETDATE()) DECLARE @IdentityValue int EXEC @IdentityValue = [dbo].[KAAS_GetNextActionID] INSERT INTO dbo.diary ([ActionID], [CASECODE], [PRIORITY], [HIGHLIGHTED], [PUBLISH], [DATE], [STATUS], [ACTIONCODE], [ACTIONSTATUS], [ACTIONTYPE], [PROCESSTYPE], [FNCODE], [TEAMCODE], [TEXT1], [TEXT2], [DELEGATEDFNR], [DELEGATEDDATE], [DELEGATEDBACKDATE], [DEFERRED], [DUEDATE], [IMAGENO], [DYSTARTTIME], [DYENDTIME], [DURATION], [ORGINALACTIONID], [MILESTEONETYPE], [ATTACHMENTS], [PROCESSSTATUS], [WORKPROCESS], [BILLABLE], [BILLDESCRIPTION], [EMAILADDRESS], [EMAIL], [SUBJECT], [DELEGATIONSTATUS], [DRAFTBILLNO], [CHEQUEREQNO], [TXMSENT], [LOCATION], [HEARINGTYPE], [FORCOPY], [TXMDATE], [TXMSEQNO], [DISPLAYTEXT], [FLAG], [ADDRESSTO], [CCTO], [BCCTO], [CLIENTCONTACTID], [CONTACTCATEGORY], [CAMPAIGN], [FILENUM], [CASEASSOCIATE]) VALUES( @IdentityValue, @MatterCode, @Priority, @Highlighted, @Publisher, @Date, @Status, @ActionCode, @ActionStatus, @ActionType, @ProcessType, @FNCode, @TEAMCODE, @TEXT1, NULL, NULL, NULL, NULL, NULL, @Date, 0, @TIMECONVERT, @TIMECONVERT, NULL, @IdentityValue, 'JP', 'N', 0, NULL, 0, '', NULL, NULL, '', 0, 0, NULL, 0, NULL, NULL, NULL, NULL, NULL, @TEXT1, NULL, NULL, NULL, NULL, NULL, NULL, NULL, 0, NULL) INSERT INTO [dbo].[DiaryDelegations] ([ACTIONID], [HANDLER], [TEAM], [DATE], [TIME], [DATER], [TIMER], [DUEDATE], [DUETIME], [REVIEW], [STATUS], [OWNER], [DELEGATE], [DELEGATESTATUS], [ACTIONTYPE], [FROMHANDLER], [RETURNEDBY], [DELTYPE]) VALUES (@IdentityValue, @FNCode, @TeamCode, GETDATE(), '2967649', NULL, '', GETDATE(), '29676', ' ', 0, 'Y', 'JP', 0, 'U', 'JP', '', 'Created') SET @Result = @IdentityValue END GO IF EXISTS (SELECT TOP 1 1 FROM sys.[objects] SO WHERE SO.[name] = N'KAAS_INSERTSAMMatterLedgerComment' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_INSERTSAMMatterLedgerComment] END go CREATE PROCEDURE [dbo].[KAAS_INSERTSAMMatterLedgerComment] ( @MatterCode VARCHAR(20), @Narrative VARCHAR(MAX), @ClientMin float, @Date datetime, @Result TINYINT OUTPUT ) AS /******************************************************************************************************* * * *Used to list the matter ledger * * Stored Procedure Name: [dbo].[KAAS_INSERTSAMMatterLedgerComment] * * Modification History: * * 2021-03-26 Natarajan S Created * *******************************************************************************************************/ 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( @MatterCode ,0 ,0 ,@Date ,'admin' ,@Narrative ,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 ,NULL ,0.00 ,0 ,0) SET @Result = 1 UPDATE dbo.openmattersonly SET [ClientMin]=@ClientMin WHERE [code] = @MatterCode END GO IF EXISTS (SELECT TOP 1 1 FROM sys.[objects] SO WHERE SO.[name] = N'KAAS_INSERTSAMUndertakingDetails' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_INSERTSAMUndertakingDetails] END go CREATE PROCEDURE [dbo].[KAAS_INSERTSAMUndertakingDetails] ( @MatterCode VARCHAR(20), @Seq INT, @Type VARCHAR(10), @Details VARCHAR(MAX), @Who VARCHAR(MAX), @ActionID INT, @GivenOrReceived VARCHAR(10), @DealingNumber VARCHAR(10), @Notes VARCHAR(MAX), @CommercialOrNonCommerical VARCHAR(10), @Status VARCHAR(50), @Value decimal, @AuthorizedByFE VARCHAR(10), @UndertakingTo VARCHAR(10), @Result TINYINT OUTPUT ) AS /******************************************************************************************************* * * *Used to list the matter ledger * * Stored Procedure Name: [dbo].[KAAS_INSERTSAMUndertakingDetails] '000001/0000','H','','N',0,'ADMUD','NA','U','I','ADM','COM','UNDERTAKING EXAMPLE',0 * * Modification History: * * 2021-03-26 Natarajan S Created * *******************************************************************************************************/ BEGIN DECLARE @CurrentDate DATETIME SET @CurrentDate = GETDATE() SET @Type = SUBSTRING(@Type, 1, 1) SET @GivenOrReceived = SUBSTRING(@GivenOrReceived, 1, 1) SET @CommercialOrNonCommerical = SUBSTRING(@CommercialOrNonCommerical, 1, 1) INSERT INTO dbo.Undertakings ([MATTER], [SEQ], [DISCHARGEDATE], [TYPE], [DESCRIPTION], [WHO], [ACTIONID], [GIVENORRECEIVED], [NOTIFIED], [DISCHARGEDESCRIPTION], [DISCHARGEDBY], [DEALINGNUMBER], [NOTES], [COMMERCIALORNON], [STATUS], [DATE], [UNDDATE], [VALUE], [UNDVALUE], [AUTHORISEDBYFE], [HANDLER], [UNDERTAKINGTO], [CASECONTACT], [ENTRYDATE], [CATEGORY], [ISCONDITIONAL], [CONDITION], [NEEDSATTENTION]) VALUES ( @MatterCode, @Seq, NULL, @Type, @Details, @Who, @ActionID, @GivenOrReceived, ' ', '', '', @DealingNumber, @Notes, @CommercialOrNonCommerical, 3, @CurrentDate, @CurrentDate, @Value, @Value, @AuthorizedByFE, @AuthorizedByFE, @UndertakingTo, @UndertakingTo, @CurrentDate, '', 0, '', 0) SET @Result = 1 END GO IF EXISTS ( SELECT TOP 1 1 FROM sys.[objects] SO WHERE SO.[name] = N'KAAS_UpdateSAMFNLDetails' AND SO.[type] = 'P' ) BEGIN DROP PROCEDURE [dbo].[KAAS_UpdateSAMFNLDetails] END GO CREATE PROCEDURE [dbo].[KAAS_UpdateSAMFNLDetails] ( @MatterCode VARCHAR(20), @FNLDate datetime, @FNLName varchar(50), @FNLAddress varchar(100), @FNLFees decimal, @FNLVat decimal, @FNLOutlay decimal, @FNLTotal decimal, @ClientMin decimal, @Result TINYINT OUTPUT ) AS /******************************************************************************************************* * * *Used to list the matter ledger * * Stored Procedure Name: [dbo].[KAAS_UpdateSAMFNLDetails] '000001/0000','2021-04-12 17:54:13.453','RAJ','SET ADDRESS','40','20','10','70',50,0 * * Modification History: * * 2021-03-11 Natarajan S Created * * *******************************************************************************************************/ BEGIN declare @Narrative varchar(80) declare @SpaceVal int declare @NameLen int DECLARE @CurrDate datetime set @CurrDate = GETDATE() update OpenMattersONLY set FNL_Date = @FNLDate, FNL_Name = @FNLName, FNL_Address = @FNLAddress, FNL_Fees = @FNLFees, FNL_VAT = @FNLVat, FNL_Outlay = @FNLOutlay where CODE = @MatterCode update matters set FNL_Date = @FNLDate, FNL_Name = @FNLName, FNL_Address = @FNLAddress, FNL_Fees = @FNLFees, FNL_VAT = @FNLVat, FNL_Outlay = @FNLOutlay, FNL_Total = @FNLTotal where CODE = @MatterCode SET @NameLen = LEN(@FNLName); SET @SpaceVal = 50 - @NameLen; SET @Narrative = CONCAT( 'FNL: €', @FNLTotal, SPACE(2), @FNLName, SPACE(@SpaceVal), SPACE(2), 'Fees: €', @FNLFees, SPACE(2), 'O/L: €', @FNLOutlay ) EXEC KAAS_INSERTSAMMatterLedgerComment @MatterCode,@Narrative,@ClientMin,@CurrDate,@Result SET @Result = 1 END GO IF EXISTS (SELECT TOP 1 1 FROM sys.[objects] SO WHERE SO.[name] = N'KAAS_UpdateSAMUndertakingDetails' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_UpdateSAMUndertakingDetails] END go CREATE PROCEDURE [dbo].[KAAS_UpdateSAMUndertakingDetails] ( @Type VARCHAR(10), @Details VARCHAR(MAX), @Who VARCHAR(MAX), @GivenOrReceived VARCHAR(10), @DealingNumber VARCHAR(10), @Notes VARCHAR(MAX), @CommercialOrNonCommerical VARCHAR(10), @Status VARCHAR(50), @Date datetime, @Value decimal, @AuthorizedByFE VARCHAR(10), @UndertakingTo VARCHAR(10), @Text1 varchar(max), @ActionID INT, @Result TINYINT OUTPUT ) AS /******************************************************************************************************* * * *Used to list the matter ledger * * Stored Procedure Name: [dbo].[KAAS_UpdateSAMUndertakingDetails] '000001/0000','H','','N',0,'ADMUD','NA','U','I','ADM','COM','UNDERTAKING EXAMPLE',0 * * Modification History: * * 2021-03-26 Natarajan S Created * *******************************************************************************************************/ BEGIN SET @Type = SUBSTRING(@Type, 1, 1) SET @GivenOrReceived = SUBSTRING(@GivenOrReceived, 1, 1) SET @CommercialOrNonCommerical = SUBSTRING(@CommercialOrNonCommerical, 1, 1) UPDATE [dbo].[Undertakings] SET [TYPE]=@Type, [DESCRIPTION]=@Details, [WHO]=@Who, [GivenOrReceived]=@GivenOrReceived, [DealingNumber]=@DealingNumber, [Notes]=@Notes, [CommercialOrNon]=@CommercialOrNonCommerical, [Status]=@Status, [DATE]=@Date, [UNDDATE]=@Date, [VALUE]=@Value, [UNDVALUE]=@Value, [AuthorisedByFE]=@AuthorizedByFE, [Handler]=@AuthorizedByFE, [UndertakingTo]=@UndertakingTo, [CaseContact]=@UndertakingTo Where [ActionID]=@ActionID UPDATE [dbo].[diary] SET [DATE]=@Date, [TEXT1]=@Text1 WHERE [ACTIONID]=@ActionID SET @Result = 1 END GO