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 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_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] 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_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 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 * *******************************************************************************************************/ 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 @SortDirection = 'ASC' 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], 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 @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_CaseBalances' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_CaseBalances] END GO CREATE PROCEDURE [dbo].[KAAS_CaseBalances] (@CaseCode VARCHAR(20)) AS /********************************************************************************************************************** * Stored Procedure Name : KAAS_CaseBalances * Copied From : ky_NETSPCaseBalances * * Description: Get the Case Balances - Use this instead of ky_NETCaseSummaryPageLoad in cases where only the balances * are required, e.g. on Bill or Cheque requests. * * Modification History * 2018-08-10 Pino Carafa Created * 2019-08-06 Vinodhan Created KAAS_CaseBalances * **********************************************************************************************************************/ BEGIN DECLARE @NCOMMAND nvarchar(MAX) DECLARE @IsSAM4 bit SET @IsSAM4 = [dbo].[ISSAM4]() 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) 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 SELECT RTRIM(ISNULL(MAT.[Code], '')) AS [Code], CONVERT(DECIMAL(19, 2), CASE WHEN @DebtBal IS NOT NULL THEN @DebtBal ELSE ISNULL(MAT.[DebtBal], 0) END) AS [DebtBal], CONVERT(DECIMAL(19, 2), CASE WHEN @OutlayBal IS NOT NULL THEN @OutlayBal ELSE ISNULL(MAT.[OutlayBal], 0) END) AS [OutlayBal], CONVERT(DECIMAL(19, 2), CASE WHEN @ClientCurrent IS NOT NULL THEN ISNULL(@ClientCurrent, 0) + ISNULL(@ClientDeposit, 0) WHEN @ClientDeposit IS NOT NULL THEN ISNULL(@ClientCurrent, 0) + ISNULL(@ClientDeposit, 0) ELSE ISNULL(MAT.[ClientBal], 0) END) AS [ClientBal], CONVERT(DECIMAL(19, 2), CASE WHEN @ClientCurrent IS NOT NULL THEN @ClientCurrent ELSE ISNULL(MAT.[ClientCurBal], 0) END) AS [ClientCurBal] FROM dbo.[matters] MAT WHERE MAT.[Code] = @CaseCode 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) = '') 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 * *******************************************************************************************************/ 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([TMP].[Dept], '') = '' OR [TMP].[Dept] = (SELECT [HAN].[Dept] FROM [dbo].[Handlers] [HAN] WHERE [HAN].[CODE] = @LoginHandlerCode)) AND ( ISNULL([TMP].[Retired], 'N') <> 'Y' OR [TMP].[WKCODE] = @Code) SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_CASEDIARYFetchActionWorkTypebyActionCode' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_CASEDIARYFetchActionWorkTypebyActionCode] END GO CREATE PROCEDURE [KAAS_CASEDIARYFetchActionWorkTypebyActionCode] (@ActionCode VARCHAR(5)) 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 * *******************************************************************************************************/ BEGIN SET NOCOUNT ON --Case type action list SELECT T.[WORKTYPE], T.[ACTIONCODE], T.[SEQ], T.[TEXT1] AS [DESCRIPTION], T.[WKTCODE], T.[ACTIONCATEGORY], T.[STATUS], T.[MILESTONETYPE], T.[CASECODE], T.[DATE], T.[PROCESSTYPE], T.[FNCODE], T.[TEAMCODE], T.[DYSTARTTIME], T.[ACTIONID], T.[ORGINALACTIONID], T.[PRIORITY], T.[HIGHLIGHTED], T.[ATTACHMENTS], T.[PROCESSSTATE], T.[WORKPROCESS], T.[BILLABLE], T.[EMALADDRESS], T.[ADDRESSTO], T.[EMAIL], T.[SUBJECT], T.[DELEGATIONSTATUS], T.[DRAFTBILLNO], T.[DDStatus], T.[DStatus], T.[AlternativeRow], REPLACE( ( 'Double click the select action to process the following**Action Code: ' + ISNULL(T.[ACTIONCODE],'') + '**' + ISNULL(T.[TEXT1],'') + '****' + 'Associated document to generate:' + '**' + ISNULL((SELECT STUFF((SELECT '**' + RTRIM(ISNULL(TDTT.[NAME],'')) FROM [dbo].[TemplateActionDcouments] TADTT INNER JOIN [dbo].[TemplateDocuments] TDTT ON TADTT.[DOCUMENT] = TDTT.[CODE] WHERE TADTT.[ACTION] = T.[ACTIONCODE] FOR XML PATH('')), 1, 2, '')), 'Nil') + '****' + 'Associated action to process:**') + ISNULL((SELECT STUFF((SELECT '**' + Rtrim(Isnull(TATT.[DESC],'')) FROM [dbo].[TemplateActions] TATT INNER JOIN [dbo].[TemplateNextActions] TNATT ON TNATT.[NEXTACTION] = TATT.[ACTIONCODE] WHERE TNATT.[ACTION] = T.[ACTIONCODE] FOR XML PATH('')), 1, 2, '')), 'Nil') ,'**' ,CHAR(13)) AS [ToolTips], [Flag] FROM (SELECT AWT.[WORKTYPE], AWT.[ACTIONCODE], AWT.[SEQ], TAC.[DESC] AS [TEXT1], TAC.[WKTCODE], TAC.[ACTIONCATEGORY], TAC.[STATUS], TAC.[MILESTONETYPE], '' AS [CASECODE], NULL AS [DATE], TAC.[PROCESSTYPE], NULL AS [FNCODE], NULL AS [TEAMCODE], NULL AS [DYSTARTTIME], 0 AS [ACTIONID], NULL AS [ORGINALACTIONID], TAC.[PRIORITY], TAC.[HIGHLIGHTED], NULL AS [ATTACHMENTS], NULL AS [PROCESSSTATE], 0 AS [WORKPROCESS], NULL AS [BILLABLE], NULL AS [EMALADDRESS], NULL AS [ADDRESSTO], NULL AS [EMAIL], NULL AS [SUBJECT], 0 AS [DELEGATIONSTATUS], 0 AS [DRAFTBILLNO], 0 AS [DDStatus], 0 AS [DStatus], ROW_NUMBER() OVER(ORDER BY AWT.[WORKTYPE], AWT.[SEQ]) % 2 AS AlternativeRow, ISNULL(TAC.[flag], 0) AS [Flag] FROM dbo.[ActionWorkTypes] AWT INNER JOIN dbo.[TemplateActions] TAC ON AWT.[ACTIONCODE] = TAC.[ACTIONCODE] WHERE 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) 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 * *******************************************************************************************************/ BEGIN SET NOCOUNT ON DECLARE @Handler VARCHAR(10) 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] WHERE [DAT].[DiaryID] = @DiaryId ORDER BY [DAT].[TrackReference] DESC SET NOCOUNT OFF 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 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 END ELSE BEGIN 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 END SELECT ISNULL(SUM(ISNULL(PJT.[Cost], 0)), 0) AS [TotalDoc], ISNULL(SUM(ISNULL(CASE WHEN ISNULL(PJT.[InvoiceNo], 0) <= 0 AND ISNULL(PJT.[Status], '') = 'Printed' THEN ISNULL(PJT.[Cost], 0) ELSE 0 END, 0)), 0) AS [UnbilledDoc], ISNULL(@DOCBILLED, 0) AS [BilledDoc], ISNULL(SUM(ISNULL(CASE WHEN ISNULL(PJT.[Status], '') <> 'Printed' THEN ISNULL(PJT.[Cost], 0) ELSE 0 END, 0)), 0) AS [WriteOffDoc] FROM [dbo].[matters] AS MAT LEFT OUTER JOIN [dbo].[PrintJobTracker] AS PJT ON MAT.[Code] = PJT.[MatterCode] WHERE MAT.[Code] = @CaseCode SET NOCOUNT OFF END GO IF OBJECT_ID(N'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 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 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 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 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_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 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 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_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(17), @pEnterBy VARCHAR(8), @pLastAccessed VARCHAR(17), @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 * *******************************************************************************************************/ 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, @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] 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_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 FROM [UserPanels] UP WHERE UserPanelId=@userPanelId OR ParentPanel = @userpanelId )SELECT * FROM FirstLevel ;WITH FirstLevel AS ( SELECT UP.UserPanelId, UP.PanelId, UP.PanelName, UP.ParentPanel FROM [UserPanels] UP 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 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 * *******************************************************************************************************/ BEGIN DECLARE @widgetData VARCHAR(MAX) SELECT uw.UserWidgetsId, uw.UserPanelId, uw.WidgetId, w.WidgetName, w.Description AS WidgetDescription, w.TemplateId, w.WidgetData, ui.TemplateName FROM [UserWidgets] uw LEFT JOIN [Widgets] w ON uw.WidgetId = w.WidgetId LEFT JOIN [UITemplates] ui ON w.TemplateId=ui.TemplateId 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) ) /******************************************************************************************************* * 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 * *******************************************************************************************************/ AS BEGIN DECLARE @Error VARCHAR(200) DECLARE @NCOMMAND nvarchar(MAX) DECLARE @AllowUserToDeleteOthersAction BIT; SET NOCOUNT ON SELECT @AllowUserToDeleteOthersAction = (CASE WHEN [SET].[KeyValue] = '1' THEN 1 ELSE 0 END) FROM [dbo].[Settings] [SET] WHERE [SET].[KeyName] = 'AllowToDeleteOtherAction' SET @AllowUserToDeleteOthersAction = ISNULL(@AllowUserToDeleteOthersAction, 0);-- If null '0', So that, Settings screen data and functionality is matched IF @AllowUserToDeleteOthersAction = 0 BEGIN IF NOT EXISTS(SELECT TOP 1 1 FROM diary WHERE ACTIONID = @ACTIONID AND FNCODE = @HANDLERCODE) BEGIN SELECT 'You are not allowed to delete other user action!' RETURN; END END IF [dbo].[ISSAM4]() = 0 BEGIN SET @NCOMMAND = N' IF EXISTS (SELECT TOP 1 1 FROM [dbo].[BillHeader] BH WHERE BH.[RELEASED] = ''Y'' AND BH.[BILLNO] <> 0 AND BH.[ACTIONID] = ' + CONVERT(NVARCHAR(10), @ActionID) + N') BEGIN SET @Error = ''You cannot delete a Draft Bill Action.'' END ELSE BEGIN SET @Error = NULL END' EXECUTE sp_executesql @NCOMMAND, N'@ActionID INT,@Error VARCHAR(200) OUTPUT', @ActionID = @ActionID, @Error=@Error OUTPUT END ELSE BEGIN SET @NCOMMAND = N' IF EXISTS (SELECT TOP 1 1 FROM [dbo].[diary] DIA INNER JOIN [dbo].[Billhead] BH ON BH.[BillingID] = DIA.[DRAFTBILLNO] AND BH.[InvoiceNo] <> 0 WHERE DIA.[ACTIONID] = ' + CONVERT(NVARCHAR(10), @ActionID) + N') BEGIN SET @Error = ''You cannot delete a Draft Bill Action.'' END ELSE BEGIN SET @Error = NULL END' EXECUTE sp_executesql @NCOMMAND, N'@ActionID INT,@Error VARCHAR(200) OUTPUT', @ActionID = @ActionID, @Error=@Error OUTPUT END IF [dbo].[ISSAM4]() = 0 BEGIN SET @NCOMMAND = N' IF EXISTS (SELECT TOP 1 1 FROM [dbo].[diary] DIA INNER JOIN [dbo].[ChequeRequisitionHeader] CRH ON CRH.[REQNO] = DIA.[CHEQUEREQNO] AND CRH.[REQNO] <> 0 AND CRH.[Status] = 2 WHERE DIA.[ACTIONID] = ' + CONVERT(NVARCHAR(10), @ActionID) + N') BEGIN SET @Error = ''You cannot delete an approved Cheque.'' END ELSE BEGIN SET @Error = NULL END' EXECUTE sp_executesql @NCOMMAND, N'@ActionID INT,@Error VARCHAR(200) OUTPUT', @ActionID = @ActionID, @Error=@Error OUTPUT END ELSE BEGIN SET @NCOMMAND = N' IF EXISTS (SELECT TOP 1 1 FROM [dbo].[diary] DIA INNER JOIN [dbo].[ChequeRequisitions] CRQ ON CRQ.[RecordID] = DIA.[CHEQUEREQNO] AND CRQ.[RecordID] <> 0 AND CRQ.[ChequeStatus] = ''Approved'' WHERE DIA.[ACTIONID] = ' + CONVERT(NVARCHAR(10), @ActionID) + N') BEGIN SET @Error = ''You cannot delete an approved Cheque.'' END ELSE BEGIN SET @Error = NULL END' EXECUTE sp_executesql @NCOMMAND, N'@ActionID INT,@Error VARCHAR(200) OUTPUT', @ActionID = @ActionID, @Error=@Error OUTPUT END IF (@Error IS NULL) BEGIN IF EXISTS(SELECT TOP 1 1 FROM [dbo].[diary] DIA WHERE DIA.[STATUS] = 1 AND DIA.[ACTIONID] = @ACTIONID) BEGIN SET @Error = 'You cannot delete ANY Complete Action' END END IF (@Error IS NULL) BEGIN IF EXISTS(SELECT TOP 1 1 FROM [dbo].[diary] DIA WHERE DIA.[ACTIONTYPE] = 'U' AND DIA.[ACTIONID] = @ACTIONID) BEGIN SET @Error = 'You cannot delete Undertakings Action.' END END IF (@Error IS NULL) BEGIN IF EXISTS(SELECT TOP 1 1 FROM [dbo].[diary] DIA WHERE DIA.[ACTIONTYPE] = 'S' AND DIA.[ACTIONID] = @ACTIONID) BEGIN SET @Error = 'You cannot delete a Statute of Limitations Action.' END END IF (@Error IS NULL) BEGIN IF EXISTS(SELECT TOP 1 1 FROM [dbo].[diary] DIA WHERE DIA.[ACTIONTYPE] = 'C' AND [ACTIONID] = @ACTIONID) BEGIN SET @Error = 'You cannot delete a Critical Date Action' END END IF (@Error IS NULL) BEGIN IF [dbo].[ISSAM4]() = 0 BEGIN SET @NCOMMAND = N' IF EXISTS (SELECT TOP 1 1 FROM [dbo].[diary] DIA INNER JOIN [dbo].[BillHeader] BH ON BH.[BILLNO] <> 0 AND BH.[DRAFTNO] = DIA.[DRAFTBILLNO] WHERE DIA.[ACTIONID] = ' + CONVERT(NVARCHAR(10), @ActionID) + N') BEGIN SET @Error = ''You cannot delete a Draft Bill Action.'' END ELSE BEGIN SET @Error = NULL END' END END IF (@Error IS NULL) BEGIN IF EXISTS(SELECT 1 FROM [dbo].[diary] DIA INNER JOIN [dbo].[TemplateActions] TAC ON TAC.[ACTIONCODE] = DIA.[ACTIONCODE] AND TAC.[RequiredAction] = 'Y' WHERE DIA.[ACTIONID] = @ACTIONID) BEGIN SET @Error = 'This is a required action for this case and cannot be removed.' END END IF (@Error IS NULL) BEGIN DELETE DAT FROM [dbo].[DiaryAttachments] DAT WHERE DAT.[DiaryID] = @ACTIONID 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 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_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 * * * * * * Modification History * 2019-01-15 John Ginnane KEYD-5645 - Created * 2019-07-29 Vinodhan Created Deletes the UDF from the Associate * **************************************************************************************************************/ BEGIN SET NOCOUNT ON DECLARE @idoc INT DECLARE @NAMECODE VARCHAR(100) DECLARE @FIELDS TABLE ([id] INT) BEGIN TRY EXEC sp_xml_preparedocument @idoc OUTPUT, @XML END TRY BEGIN CATCH END CATCH SELECT @NAMECODE = T.[NAMECODE] FROM OPENXML(@idoc, 'data', 2) WITH([NAMECODE] VARCHAR(100) '@namecode') AS T INSERT INTO @FIELDS ([id]) SELECT T.[id] FROM OPENXML(@idoc, 'data/item', 2) WITH([id] INT '@id') AS T DELETE AUD FROM [dbo].[AssociateUDF] AS AUD INNER JOIN @FIELDS AS TMP ON AUD.[Id] = TMP.[id] WHERE AUD.[NameCode] = @NAMECODE SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_DeleteAttachments' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_DeleteAttachments] END GO CREATE PROCEDURE [dbo].[KAAS_DeleteAttachments] (@TRACKREFERENCE INT) AS /***************************************************************************** Stored Procedure Name : KAAS_DeleteAttachments Copied From : [ky_NETAADeleteAttachments] Description: This procedure is used Delete the Contact for ClientCase Page. Imported into Framework for backward compatibility 22MAR2016 Sridharan KEYD-3422Changes to the Firm Undertakings Grid and Form 11JUN2019 Created KAAS_DeleteAttachments *****************************************************************************/ BEGIN SET NOCOUNT ON IF EXISTS(SELECT 1 FROM DiaryAttachments D WHERE D.TRACKREFERENCE = @TRACKREFERENCE) BEGIN DECLARE @ActionID INT SET @ActionID = (SELECT DiaryID FROM DiaryAttachments WHERE TrackReference = @TrackReference) IF EXISTS(SELECT * FROM diary WHERE ACTIONID = @ActionID AND ACTIONTYPE = 'U') BEGIN DECLARE @UserName VARCHAR(20) DECLARE @Description VARCHAR(500) DECLARE @DescriptionTo VARCHAR(500) SET @UserName = (SELECT NAME FROM Handlers WHERE Code = (SELECT FNCODE FROM diary WHERE ACTIONID = @ActionID)) SET @Description = (SELECT 'Attachment Deleted: ' + CHAR(13) + CHAR(10) + 'Date: ' + CONVERT(VARCHAR(11),CONVERT(DATETIME, DATEENTERED),106) + CHAR(13) + CHAR(10) + 'Document Name: ' + DOCUMENT +CHAR(13) + CHAR(10) + 'Document Class: ' + DOCCLASS + CHAR(13) + CHAR(10) FROM DiaryAttachments WHERE TrackReference = @TrackReference ) INSERT INTO [dbo].[UndertakingLog] ([UndertakingID], [FieldChanges], [FromValue], [ToValue], [ByWho], [ModifiedDate]) VALUES(@ActionID, 'Documents Deleted', '', @Description, @UserName, CONVERT(DATETIME,GETDATE(),112)) END DELETE FROM DiaryAttachments WHERE TRACKREFERENCE = @TRACKREFERENCE END SET NOCOUNT OFF END GO IF OBJECT_ID(N'[KAAS_DeleteCaseAssociate]',N'P')IS NOT NULL DROP PROCEDURE [KAAS_DeleteCaseAssociate] GO CREATE PROCEDURE [KAAS_DeleteCaseAssociate] ( @Code VARCHAR(20) ,@CaseCode VARCHAR(20) ,@ConType VARCHAR(50) ,@Connum INT ,@Result INT OUTPUT ) AS /***************************************************************************** Stored Procedure Name : KAAS_DeleteCaseAssociate Copied From : ky_NETDeleteCaseAssociate Description: This procedure is used delete Case Associate. CaseAssoicatesTypes Last Updated: 12 FEB 2015 Arun- Change NVARCHAR to VARCHAR 23JUN2015 Sridharen KEYD - 2332 - Use of LTRIM(RTRIM( 13JAN2015 Sridharan KEYD -3114 - Resequence Case Associates after sequence number changes 2016-04-11 John Now deleting only the @CONNUM contact 2019-07-27 Vinodhan Created KAAS_DeleteCaseAssociate *****************************************************************************/ BEGIN SET NOCOUNT ON IF(SELECT TOP 1 1 FROM CaseContacts WHERE NAMECODE = @Code AND CASECODE = @CaseCode AND RTRIM(CONTYPE) = RTRIM(@ConType))IS NOT NULL BEGIN DELETE FROM [dbo].[CaseContacts] WHERE [NAMECODE] = @Code AND [CASECODE] = @CaseCode AND [CONTYPE] = @ConType AND [CONNUM] = @Connum EXEC KAAS_ReorderCaseContact @CaseCode,@ConType,@Connum,@Connum SET @Result = 1 END ELSE BEGIN SET @Result = 0 END SET NOCOUNT OFF END GO IF OBJECT_ID(N'[KAAS_DeleteCategory]',N'P')IS NOT NULL DROP PROCEDURE [KAAS_DeleteCategory] GO CREATE PROCEDURE [KAAS_DeleteCategory] ( @RecordID INT ) /******************************************************************************************************* * This procedure is used Delete the Client page Category. * * * * * * Stored Procedure Name : [dbo].[KAAS_DeleteCategory] * * Copied from : [dbo].[ky_NETCONDeleteCategory] * * * * Modification History : * * 2019-04-13 Vinodhan K Created * *******************************************************************************************************/ AS BEGIN SET NOCOUNT ON DELETE FROM ContactCategories WHERE RECORDID = @RecordID SET NOCOUNT OFF END GO IF OBJECT_ID(N'[KAAS_DeleteClientChargeOutRates]',N'P')IS NOT NULL DROP PROCEDURE [KAAS_DeleteClientChargeOutRates] GO CREATE PROCEDURE [KAAS_DeleteClientChargeOutRates] ( @ClientCode VARCHAR(10) ,@FeeEarnerCode VARCHAR(10) ,@Rate VARCHAR(10) ,@Result INT OUTPUT ) AS /******************************************************************************************************* * This stored procedure is used to delete ClientChargeOutRates details. * * * * Stored Procedure Name : [dbo].[KAAS_DeleteClientChargeOutRates] * * Copied from : [dbo].[ky_NETCONDeleteClientChargeOutRates] * * * * Modification History : * * 2019-04-13 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON DELETE FROM ClientChargeOutRates WHERE ClientCode = @ClientCode AND FeCode = @FeeEarnerCode AND Rate = @Rate SET @Result = 1 SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_DeleteContactcategory',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_DeleteContactcategory] GO CREATE PROCEDURE [dbo].[KAAS_DeleteContactcategory] ( @ClientCode VARCHAR(10), @CatId INT, @CTCode VARCHAR(6), @CCode VARCHAR(10), @ContactNum INT, @Result INT OUTPUT ) AS /******************************************************************************************************* * * * * * Stored Procedure Name : [dbo].[KAAS_DeleteContactcategory] * * Copied from : NA * * * * Modification History : * * 2019-04-22 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON IF EXISTS(SELECT top 1 1 FROM ClientContactCategories WHERE CCCategoryId = @CatId ) BEGIN DELETE FROM ClientContactCategories WHERE ClientCode = @ClientCode AND CCCategoryId = @CatId AND CategoryType = @CTCode AND Category = @CCode AND ContactNum = @ContactNum SET @Result = 1 END SET NOCOUNT OFF END GO IF OBJECT_ID(N'[KAAS_DeleteContactType]',N'P')IS NOT NULL DROP PROCEDURE [KAAS_DeleteContactType] GO CREATE PROCEDURE [KAAS_DeleteContactType] ( @Code VARCHAR(20) ,@Result INT OUTPUT ) AS /******************************************************************************************************* * This procedure is used delete Associate type. CaseAssoicatesTypes * * * * Stored Procedure Name : [dbo].[KAAS_DeleteContactType] * * Copied from : [dbo].[ky_NETDeleteContactType] * * * * Modification History : * * 2019-05-30 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON IF(SELECT TOP 1 1 FROM AssociateTypes WHERE CODE = @Code)IS NOT NULL BEGIN IF(SELECT TOP 1 1 FROM CaseAssoicatesTypes WHERE TYPECODE = @Code) IS NULL BEGIN DELETE FROM AssociateTypes WHERE CODE = @Code SET @Result = 1 END ELSE BEGIN SET @Result = 0 END END SET NOCOUNT OFF END GO IF OBJECT_ID(N'[KAAS_DeleteCrossReference]',N'P')IS NOT NULL DROP PROCEDURE [KAAS_DeleteCrossReference] GO CREATE PROCEDURE [KAAS_DeleteCrossReference] (@Code VARCHAR(10), @LinkToCode VARCHAR(10), @Relationship VARCHAR(50), @Result INT OUTPUT) AS /******************************************************************************************************* * This stored procedure is used to delete ContactLinks details. * * * * Stored Procedure Name : [dbo].[KAAS_DeleteCrossReference] * * Copied from : [dbo].[ky_NETCONDeleteCrossReference] * * * * Modification History : * * 2019-04-13 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON DELETE CL FROM [dbo].[ContactLinks] CL WHERE CL.[CONTACTA] = RTRIM(ISNULL(@Code, '')) AND CL.[CONTACTB] = RTRIM(ISNULL(@LinkToCode, '')) AND CL.[RELATE] = RTRIM(ISNULL(@Relationship, '')) SET @Result = 1 SET NOCOUNT OFF END GO IF OBJECT_ID(N'[KAAS_DeleteDiaryDelegations]',N'P')IS NOT NULL DROP PROCEDURE [KAAS_DeleteDiaryDelegations] GO CREATE PROCEDURE [KAAS_DeleteDiaryDelegations] ( @ASSIGNNO INT, @CODE VARCHAR(20), @ACTIONID INT ) /***************************************************************************** Stored Procedure Name: [[KAAS_DeleteDiaryDelegations]] Description: This procedure is used delete the diary delegation based on assignno and action id Last Updated: 12 FEB 2015 Arun- Change NVARCHAR to VARCHAR 26 SEP 2017 Arun - KEYD-4577 26 SEP 2017 Arun - KEYD-4577 - Added an condition to check any action is delegated by the owner.. 03 JUN 2019 Arun - Copied from [ky_NETCCFetchDiaryDelegations] *****************************************************************************/ AS BEGIN SET NOCOUNT ON IF EXISTS(SELECT 1 FROM DiaryDelegations WHERE AssignNo = @ASSIGNNO AND DelType = 'Released') BEGIN UPDATE DiaryDelegations SET DELEGATE = @CODE , FromHandler = @CODE WHERE ACTIONID = @ACTIONID AND [OWNER] = 'Y' END DELETE FROM DiaryDelegations WHERE AssignNo = @ASSIGNNO AND DelType <> 'Created' IF ( SELECT COUNT(*) FROM DiaryDelegations WHERE DELEGATE = (SELECT HANDLER FROM DiaryDelegations WHERE [OWNER] = 'Y' AND ACTIONID = @ACTIONID) AND DelType = 'Delegated' AND ACTIONID = @ACTIONID) = 0 BEGIN UPDATE diary SET DELEGATIONSTATUS = 0 WHERE ACTIONID = @ACTIONID END SET NOCOUNT OFF END GO IF [dbo].[ISSAM4]() = 1 BEGIN EXEC (' IF OBJECT_ID(N''KAAS_DeleteDraftBillOnlySAM4'',N''P'') IS NOT NULL BEGIN DROP PROCEDURE [dbo].[KAAS_DeleteDraftBillOnlySAM4] END') EXEC (' CREATE PROCEDURE [dbo].[KAAS_DeleteDraftBillOnlySAM4] (@ID INT, @HANDLERCODE VARCHAR(10)) /******************************************************************************************************* * This procedure is used to delete the Bill related details for a draft bill. * * This procedure can be called from: * * KAAS_DeleteAction * * KAAS_DeleteDraftBillSAM4 * * The above procedures take care of the associated Action as well as the Bill information. * * This procedure only looks at the Bill information, and assumes that the Action is taken care of. * * * * Do NOT call this procedure on its own. * * Suitable for SAM4 only * * * * Stored Procedure Name : [dbo].[KAAS_DeleteDraftBillOnlySAM4] * * Copied from : [dbo].[ky_NETSPDeleteDraftBillOnlySAM4] * * * * Modification History : * * 2019-04-22 Vinodhan K Created * *******************************************************************************************************/ AS BEGIN DECLARE @xml XML SET @xml = (SELECT BH.[BillingID], BH.[MatterCode], BH.[BillDescription], BH.[Addressee], BH.[FeCode], BH.[InvoiceTo], BH.[Address], BH.[Ref], BH.[Type], BH.[OpenInvoice], BH.[BillDate], BH.[TimeWriteDownDate], BH.[TransferToPay], BH.[Message], BH.[InvoiceNo], BH.[CreateBy], BH.[EntryDate], BH.[BillStatus], BH.[ReleasedBy], BH.[ReleasedDate], BH.[AccountsClearedBy], BH.[AccountsClearedDate], BH.[Billlayout], BH.[Branch], BH.[CreditInvoiceNo], BH.[ProForma], BH.[DefaultBillLayoutReportID] FROM [dbo].[Billhead] BH WHERE BH.[BillingID] = @ID FOR XML AUTO) INSERT INTO [dbo].[BillLogging] ([DATE], [Handler], [DRAFTNO], [Action]) SELECT GETDATE(), @HANDLERCODE, BH.[BillingID], ''Deleted FROM Action: '' + CONVERT(VARCHAR(MAX), @xml) FROM [dbo].[Billhead] BH WHERE BH.[BillingID] = @ID EXEC [dbo].[ky_BGDeleteSAM4] @ID DELETE FROM [dbo].[Billhead] WHERE [BillingID] = @ID DELETE FROM [dbo].[BillDetail] WHERE [BillID] = @ID DELETE FROM [dbo].[BillingGuideFormated] WHERE [BillGuideNo] = @ID DELETE FROM [dbo].[BillingGuide] WHERE [BillingNo] = @ID DELETE FROM [dbo].[BillBreakdown] WHERE [BillingNo] = @ID DELETE FROM [dbo].[BillingLog] WHERE [BillingId] = @ID DELETE FROM [dbo].[BillCompMatter] WHERE [BillingNo] = @ID UPDATE TIE SET TIE.[BILLED] = 0 FROM [dbo].[TimeEntry] AS TIE WHERE TIE.[BILLED] = @ID * - 1 UPDATE TRN SET TRN.[DraftNo] = 0 FROM [dbo].[Transactions] AS TRN WHERE TRN.[DraftNo] = @ID * -1 SET NOCOUNT OFF END') END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_DeleteHybirdAttachments' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_DeleteHybirdAttachments] END GO CREATE PROCEDURE [dbo].[KAAS_DeleteHybirdAttachments] (@FilePath VARCHAR(400)) AS /******************************************************************************************************* * To delete the attachments from a diary when the configuration is set to hybrid connection * * * * Stored Procedure Name : [dbo].[KAAS_DeleteHybirdAttachments] * * * * Modification History : * * 2019-06-11 Vinodhan K Created * *******************************************************************************************************/ BEGIN DECLARE @Command VARCHAR(500); SET @Command = 'DEL "' + @FilePath + '"'; EXECUTE XP_CMDSHELL @Command; END GO IF OBJECT_ID(N'[KAAS_DeleteIntellisense]',N'P')IS NOT NULL DROP PROCEDURE [KAAS_DeleteIntellisense] GO CREATE PROCEDURE [KAAS_DeleteIntellisense] ( @Handler VARCHAR(6), @Id INT ) AS /******************************************************************************************************* * This procedure is used To Delete the Intellisense. * * * * Stored Procedure Name : [dbo].[KAAS_DeleteIntellisense] * * Copied from : [dbo].[ky_NETDeleteIntellisense] * * * * Modification History : * * 2019-04-12 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON DELETE FROM Intellisense WHERE Id = @Id SELECT RTRIM(Id) AS Id, RTRIM(Handler) AS Handler, RTRIM(Narrative) AS Narrative FROM Intellisense WHERE Handler = @Handler ORDER by Narrative SET NOCOUNT OFF END GO IF OBJECT_ID(N'[KAAS_DeleteMatterChargeOutRates]',N'P')IS NOT NULL DROP PROCEDURE [KAAS_DeleteMatterChargeOutRates] GO CREATE PROCEDURE [KAAS_DeleteMatterChargeOutRates] ( @MatterCode VARCHAR(20) ,@FeCode VARCHAR(10) ,@Result VARCHAR(5) OUTPUT ) AS /******************************************************************************************************* * This stored procedure is used to delete matter charge out rates. * * * * Stored Procedure Name : [dbo].[KAAS_DeleteMatterChargeOutRates] * * Copied from : [dbo].[ky_NETMATDeleteMatterChargeOutRateIndicator] * * * * Modification History : * * 2019-05-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON DELETE FROM MatterChargeOutRates WHERE MatterCode = @MatterCode AND FeCode = @FeCode SET @Result = 1 SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_DeleteMatterLinkbyRecordId','P')IS NOT NULL DROP PROCEDURE KAAS_DeleteMatterLinkbyRecordId GO CREATE PROCEDURE KAAS_DeleteMatterLinkbyRecordId ( @RecordId INT ) AS /* Created By : Arun V Date : 04Nov2014 Description : This procedure is used to delete matter linked reference by record id Modification History ----------------------------------------------------- Date | Modified By | Description ----------------------------------------------------- 22 May 2019 Arun V Copied from ky_NETDeleteMatterLinkbyRecordId */ BEGIN SET NOCOUNT ON DECLARE @PrimeMatter NVARCHAR(20) DECLARE @LinkedMatter NVARCHAR(20) SELECT @PrimeMatter = PrimeMatter , @LinkedMatter = LinkedMatter FROM LinkedMatters WHERE RecordId= @RecordId --Delete link A DELETE FROM LinkedMatters WHERE PrimeMatter = @PrimeMatter AND LinkedMatter = @LinkedMatter --Delete link B DELETE FROM LinkedMatters WHERE PrimeMatter = @LinkedMatter AND LinkedMatter = @PrimeMatter SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_DeleteMattersEstimatedFee' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_DeleteMattersEstimatedFee] END GO CREATE PROCEDURE [dbo].[KAAS_DeleteMattersEstimatedFee] (@RecordID INT) AS /******************************************************************************************************* * This SP used to Delete a Matters Estimated Fee Detail * * * * Stored Procedure Name : [dbo].[KAAS_DeleteMattersEstimatedFee] * * Copied from : [dbo].[ky_NETDeleteMattersEstimatedFee] * * * * Modification History : * * 2019-05-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN DELETE [MEF] FROM [dbo].[MattersEstimatedFees] [MEF] WHERE [MEF].[RecordID] = @RecordID END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_DeleteMyDayBook' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_DeleteMyDayBook] END GO CREATE PROCEDURE [dbo].[KAAS_DeleteMyDayBook] @RecordID INT AS /******************************************************************************************************* * Delete a time book from [dbo].[Timedaybook] for the selected record. * * * * Stored Procedure Name : [dbo].[KAAS_DeleteMyDayBook] * * Copied from : [dbo].[ky_NETDeleteMyDayBook] * * * * Modification History : * * 2019-04-12 Vinodhan K Created * *******************************************************************************************************/ BEGIN DELETE Timedaybook WHERE RECORDID=@RecordID END GO IF OBJECT_ID(N'KAAS_DeleteOfficer',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_DeleteOfficer] GO CREATE PROCEDURE [dbo].[KAAS_DeleteOfficer] ( @ClientCode VARCHAR(20), @RecordId INT, @Result INT OUTPUT) AS /******************************************************************************************************* * * * * * Stored Procedure Name : [dbo].[KAAS_DeleteOfficer] * * Copied from : NA * * * * Modification History : * * 2019-04-22 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON DELETE FROM Officers WHERE CONTACTCODE = @ClientCode AND RECORDID = @RecordId SET @Result = 1 SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_DeleteOtherContacts',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_DeleteOtherContacts] GO CREATE PROCEDURE [dbo].[KAAS_DeleteOtherContacts] ( @ClientCode VARCHAR(20), @NumContact INT, @Result VARCHAR(10) OUTPUT) AS /******************************************************************************************************* * This procedure is used to delete client contact categories * * * * Stored Procedure Name : [dbo].[KAAS_DeleteOtherContacts] * * Copied from : [dbo].[ky_NETCONDeleteOtherContacts] * * * * Modification History : * * 2019-04-22 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON DELETE CC FROM [dbo].[ClientContacts] AS CC WHERE CC.[CLCODE] = @ClientCode AND CC.[CLNUMCONTACT] = @NumContact DELETE CCC FROM [dbo].[ClientContactCategories] AS CCC WHERE CCC.[ClientCode] = @ClientCode AND CCC.[ContactNum] = @NumContact EXEC [dbo].[ky_NETReorderClientContacts] @ClientCode SET @Result = 1 SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_DeleteTimeEntry' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_DeleteTimeEntry] END GO CREATE PROCEDURE [dbo].[KAAS_DeleteTimeEntry] (@RecordID INT, @Handler VARCHAR(10), @User NVARCHAR(128)) AS /******************************************************************************************************* * Delete the data of a TimeEntry record page. * * * * Stored Procedure Name : [dbo].[KAAS_DeleteTimeEntry] * * Copied from : [dbo].[ky_NETDeleteTimeEntry] * * * * 2015-06-23 Sridharen KEYD - 2332 - Use of LTRIM(RTRIM( * * 2015-11-12 Pino Carafa KEYD - 2894 - Log user data and timestamp * * 2015-11-12 John KEYD - 2901 - Deleting a write off will mark written off items * * as unbilled * * Modification History: * * 2019-07-24 Vinodhan K Created * *******************************************************************************************************/ BEGIN 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], ''D''' 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 -- Check if we're deleting a write off entry DECLARE @TASK VARCHAR(MAX) SET @TASK = (SELECT TOP 1 [Task] FROM [dbo].[TimeEntry] WHERE [RecordID] = @RecordID) IF ISNULL(@TASK, '') = 'WRI' BEGIN -- Identify all written off items and mark as unbilled UPDATE [TIE] SET [WriteOffID] = NULL, [WriteOffDT] = NULL FROM [dbo].[TimeEntry] AS [TIE] WHERE [TIE].[WriteOffID] = @RecordID END DECLARE @MatterCode NVARCHAR(20) SELECT @MatterCode = RTRIM(ISNULL([TIE].[Matter], '')) FROM [dbo].[TimeEntry] [TIE] WHERE [TIE].[RecordID] = @RecordID DELETE [TIE] FROM [dbo].[TimeEntry] [TIE] WHERE [TIE].[RecordID] = @RecordID IF (@MatterCode IS NOT NULL) BEGIN EXEC [dbo].[ky_WDUpdateMatterTimeBalance] @MatterCode END END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_LogDocumentAccess' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_LogDocumentAccess] END GO CREATE PROCEDURE [dbo].[KAAS_LogDocumentAccess] (@TrackReference INT, @Handler VARCHAR(10), @Comment VARCHAR(2000)) AS /************************************************************************************************************* * * * [dbo].[ky_NETSPDocumentAccess] * * * * Log Document Access * * * * Compatibility information - PLEASE update older versions if necessary to ensure the compatible software * * remains fully functional * * ***************************************************************************************************** * * * * * * * Supersedes: - * * * * First compatible version: 5.5.1.2 * * * * Last compatible software version: - * * * * Superseded by: - * * * * * * * ***************************************************************************************************** * * * * Modification History * * 2017-10-02 Pino Carafa Created * * 2018-08-09 Pino Carafa Performance Improvement * * 2019-03-20 Pino Carafa Azure Compatibility * * 2019-05-05 Arun V Copied from ky_NETSPDocumentAccess * *************************************************************************************************************/ BEGIN SET @TrackReference = ISNULL(@TrackReference, 0) IF @TrackReference = 0 BEGIN RETURN END IF (SELECT TOP 1 1 FROM [dbo].[DiaryAttachments] [DAT] WITH (NOLOCK) WHERE [DAT].[TrackReference] = @TrackReference) IS NULL BEGIN RETURN END IF EXISTS (SELECT TOP 1 1 FROM [dbo].[Handlers] [HAN] WITH (NOLOCK) WHERE [HAN].[CODE] = RTRIM(ISNULL(@Handler, ''))) BEGIN SELECT @Handler = RTRIM(ISNULL([HAN].[Code], '')) FROM [dbo].[Handlers] [HAN] WITH (NOLOCK) WHERE [HAN].[CODE] = RTRIM(ISNULL(@Handler, '')) END ELSE BEGIN SET @Handler = '' END IF RTRIM(ISNULL(@Handler, '')) = '' BEGIN SELECT @Handler = CONVERT(VARCHAR(10), CASE WHEN CHARINDEX(CHAR(0), CONVERT(VARCHAR(MAX), [P].[context_info])) > 0 THEN SUBSTRING(CONVERT(VARCHAR(MAX), [P].[context_info]), 1, CHARINDEX(CHAR(0), CONVERT(VARCHAR(MAX), [P].[context_info])) - 1) ELSE CONVERT(VARCHAR(MAX), [P].[context_info]) END) FROM [sysprocesses] P WHERE P.[spid] = @@SPID END SET @Handler = RTRIM(ISNULL(@Handler, 'ADM')) SET @Comment = CASE WHEN RTRIM(ISNULL(@Comment, '')) = '' THEN 'No reason given' ELSE RTRIM(ISNULL(@Comment, '')) END INSERT INTO [dbo].[DiaryAttachmentAccess] ([TrackReference], [Handler], [Comment]) VALUES(@TrackReference, @Handler, @Comment) END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_DocumentManagerGetDocDetails' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_DocumentManagerGetDocDetails] END GO CREATE PROCEDURE [dbo].[KAAS_DocumentManagerGetDocDetails] (@ActionID INT, @Text VARCHAR(MAX), @From VARCHAR(50), @Handler VARCHAR(10)) AS /********************************************************************************************************************* * [dbo].[ky_NETDocumentManagerGetDocDetails2] * * This Procedure is used to get the sync Document name with subject checks * Originally written as ky_NETDocumentManagerGetDocDetails but the functionality dealing with DocSyncWithSubject * was so wrong it couldn't be corrected. * * Modification History * 2015 Unknown Originally created. * 2015-02-12 Arun V. Change NVARCHAR to VARCHAR * 2015-07-07 Sridharan KEYD-2433 "Remember sync document name setting is not working correctly" * 2016-02-05 Arun V. Specified the Varchar size * 2017-04-05 Pino Carafa @Handler was varchar(5) not 10 as it should be * NO idea what the original creator was thinking. * Corrected coding standards * Introduce a second Setting value to store the Yes/No value. Until now, there was * only DocSyncWithSubject, which was treated as "remember the choice 'YES'" if set * to True, and "don't remember anything" if set to False. Terrible. * 2017-05-11 Pino Carafa 1 - If @count (the number of attachments for a particular diary entry) is not 1, * then none of this applies, and it should just return 2 * 2 - When the EXISTS statements indicate that the requested items DO exist, then * nothing needs to be done so return 2 * 2019-06-04 Arun V Copied from ky_NETDocumentManagerGetDocDetails2 *********************************************************************************************************************/ BEGIN SET NOCOUNT ON DECLARE @count AS INT SELECT COUNT(1) FROM [dbo].[DiaryAttachments] [DAT] WHERE [DAT].[DiaryID] = 6154 DECLARE @DocSyncWithSubject BIT DECLARE @DocSyncWithSubjectYesNo INT SET @count = ISNULL(@count, 0) --2017-05-11 IF @count <> 1 BEGIN SELECT 2 RETURN END SELECT @DocSyncWithSubject = CASE WHEN [UST].[Value] = 'True' THEN 1 ELSE 0 END FROM [dbo].[UserSettings] [UST] WHERE [UST].[Handler] = @Handler AND [UST].[Key] = 'DocSyncWithSubject' SET @DocSyncWithSubject = ISNULL(@DocSyncWithSubject, 0) IF @DocSyncWithSubject = 1 BEGIN SELECT @DocSyncWithSubjectYesNo = CASE WHEN [UST].[Value] = 'True' THEN 1 ELSE 2 END FROM [dbo].[UserSettings] [UST] WHERE [UST].[Handler] = @Handler AND [UST].[Key] = 'DocSyncWithSubjectYesNo' END SET @DocSyncWithSubjectYesNo = ISNULL(@DocSyncWithSubjectYesNo, 0) IF @From = 'Document Manager' BEGIN IF (@count = 1) BEGIN IF NOT EXISTS (SELECT TOP 1 1 FROM [dbo].[DiaryAttachments] [DAT] WHERE RTRIM([DAT].[DOCUMENT]) = @Text AND [DAT].[DIARYID] = @ActionID) BEGIN SELECT @DocSyncWithSubjectYesNo RETURN END ELSE BEGIN SELECT 2 RETURN END END END IF @From = 'Case Diary' BEGIN IF (@count = 1) BEGIN IF NOT EXISTS (SELECT TOP 1 1 FROM [dbo].[diary] [DIA] WHERE RTRIM(CONVERT(VARCHAR(30), [DIA].[SUBJECT])) = @Text AND [DIA].[ACTIONID] = @ActionID) BEGIN SELECT @DocSyncWithSubjectYesNo RETURN END ELSE BEGIN SELECT 2 RETURN END END END SELECT 0 SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_DuplicateDocFolderTree' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_DuplicateDocFolderTree] END GO CREATE PROCEDURE [dbo].[KAAS_DuplicateDocFolderTree] (@originalid INT) AS /******************************************************************************************************* * Duplicates a folder tree to a new root * * * * Stored Procedure Name : [dbo].[KAAS_DuplicateDocFolderTree] * * Copied from : [dbo].[ky_NETSPDuplicateDocFolderTree] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN DECLARE @fromid INT SELECT TOP 1 @fromid = [DF].[id] FROM [dbo].[DocFolders] [DF] WHERE [DF].[id] = @originalid AND [DF].[parent] IS NULL DECLARE @MAX INT DECLARE @data TABLE ([seq] INT IDENTITY(1, 1) NOT NULL PRIMARY KEY, [id] INT NOT NULL, [parent] INT NOT NULL, [foldername] VARCHAR(500) NOT NULL, [foldericon] INT NOT NULL, [newfolder] BIT NOT NULL, [deletefolder] BIT NOT NULL) IF (@fromid IS NOT NULL) BEGIN INSERT INTO @data ([id], [parent], [foldername], [foldericon], [newfolder], [deletefolder]) SELECT SRC.[id], SRC.[parent], SRC.[foldername], SRC.[foldericon], 1, 0 FROM [dbo].[KAAS_TF_GetDocFolders3](@fromid, 1, 1) SRC END SELECT @MAX = ISNULL(MAX([DF].[id]), 0) FROM [dbo].[DocFolders] [DF] DECLARE @new TABLE ([seq] INT IDENTITY(1, 1) NOT NULL PRIMARY KEY, [oldid] INT NOT NULL UNIQUE NONCLUSTERED, [newid] INT NOT NULL) INSERT INTO @new ([oldid], [newid]) SELECT [DT].[id], 0 FROM @data [DT] WHERE [DT].[newfolder] = 1 UPDATE [nw] SET [nw].[newid] = @MAX + [nw].[seq] FROM @new [NW] SET IDENTITY_INSERT [dbo].[DocFolders] ON INSERT INTO [dbo].[DocFolders] ([id], [foldername], [parent], [foldericon]) SELECT [nw].[newid] AS [id], [dt].[foldername] AS [foldername], CASE ISNULL([pr].[newid], 0) WHEN 0 THEN CASE ISNULL([dt].[parent], 0) WHEN 0 THEN NULL ELSE [dt].[parent] END ELSE [pr].[newid] END AS [parent], [dt].[foldericon] AS [foldericon] FROM @data [dt] INNER JOIN @new [nw] ON [nw].[oldid] = [dt].[id] LEFT OUTER JOIN @new [pr] ON [pr].[oldid] = [dt].[parent] SET IDENTITY_INSERT [dbo].[DocFolders] OFF SELECT @MAX = ISNULL(MAX([DF].[id]), 0) + 1 FROM [dbo].[DocFolders] [DF] DBCC CHECKIDENT('DocFolders', RESEED, @MAX) DELETE [DF] FROM @data [dt] INNER JOIN [dbo].[DocFolders] [DF] ON [DF].[id] = [dt].[id] WHERE [dt].[deletefolder] = 1 UPDATE [DF] SET [DF].[foldername] = [dt].[foldername], [DF].[parent] = CASE ISNULL([dt].[parent], 0) WHEN 0 THEN NULL ELSE [dt].[parent] END, [DF].[foldericon] = [dt].[foldericon] FROM @data [dt] INNER JOIN [dbo].[DocFolders] [DF] ON [DF].[id] = [dt].[id] WHERE [dt].[deletefolder] = 0 AND [dt].[newfolder] = 0 DECLARE @newid INT SELECT TOP 1 @newid = ISNULL([nw].[newid], dt.[id]) FROM @data [dt] LEFT OUTER JOIN @new [nw] ON [nw].[oldid] = [dt].[id] SELECT @newid [id] RETURN @newid END GO IF OBJECT_ID(N'KAAS_FetchAccountSetting',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_FetchAccountSetting] GO CREATE PROCEDURE [dbo].[KAAS_FetchAccountSetting] AS /******************************************************************************************************* * * * Stored Procedure Name : [dbo].[KAAS_FetchAccountSetting] * * Copied from : NA * * * * Modification History : * * 2019-04-22 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT NAME AS [Name] FROM [control] END GO IF OBJECT_ID(N'KAAS_FetchActionworkType',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_FetchActionworkType] GO CREATE PROCEDURE [dbo].[KAAS_FetchActionworkType] (@ActionCode VARCHAR(10)) AS /******************************************************************************************************* * * * Stored Procedure Name : [dbo].[KAAS_FetchActionworkType] * * Copied from : NA * * * * Modification History : * * 2019-04-22 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT TOP 1 WORKTYPE AS [WorkType] FROM ActionWorkTypes [AWT] INNER JOIN TemplateActions [TA] ON [AWT].[WORKTYPE] = [TA].[WKTCODE] WHERE [TA].[ACTIONCODE] = @ActionCode END GO IF OBJECT_ID(N'KAAS_FetchAllAssociateUDFs', N'P') IS NOT NULL BEGIN DROP PROCEDURE [dbo].[KAAS_FetchAllAssociateUDFs] END GO CREATE PROCEDURE [dbo].[KAAS_FetchAllAssociateUDFs] AS /******************************************************************************************************* * Returns all UDFs for the "AUD:" prefix * * * * Stored Procedure Name : [dbo].[KAAS_FetchAllAssociateUDFs] * * Copied from : [dbo].[ky_NETFetchAllAssociateUDFs] * * * * Modification History: * * 2019-06-12 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON SELECT ISNULL(UDFC.[UDFCategory], '') AS [Category], SUDF.[PROMPT] AS [PROMPT], SUDF.[FIELDNAME] AS [FIELDNAME] FROM [dbo].[SystemUserDefinedFields] AS SUDF LEFT OUTER JOIN [dbo].[UDFCategory] AS UDFC ON SUDF.[UDFCategory] = UDFC.[ID] WHERE SUDF.[FILEPREFIX] = 'AUD:' SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_FetchAllClientChargeOutRates',N'P') IS NOT NULL DROP PROCEDURE KAAS_FetchAllClientChargeOutRates GO CREATE PROCEDURE [dbo].[KAAS_FetchAllClientChargeOutRates] ( @ClientCode VARCHAR(20), @HandlerType VARCHAR(20) ) AS /******************************************************************************************************* * This stored procedure is used to insert all unretired handlers/charge groups into * * the client charge out rate list. * * * * Stored Procedure Name : [dbo].[KAAS_FetchAllClientChargeOutRates] * * Copied from : [dbo].[ky_NETCONFetchAllClientChargeOutRates] * * * * Modification History : * * 2019-04-13 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON IF (@HandlerType = 'FeeEarners') BEGIN INSERT INTO [dbo].[ClientChargeOutRates] ( [ClientCode], [FeCode], [Rate], [EffectiveDate], [ModifyDate]) SELECT @ClientCode, LTRIM(RTRIM(HAN.[CODE])), ISNULL(HAN.[RATE], 0), GETDATE(), GETDATE() FROM [dbo].[Handlers] AS HAN LEFT OUTER JOIN [dbo].[ClientChargeOutRates] AS CCOR ON CCOR.[ClientCode] = @ClientCode AND LTRIM(RTRIM(CCOR.[FeCode])) = LTRIM(RTRIM(HAN.[CODE])) WHERE ISNULL(HAN.[TEAMCODE], '') <> 'Y' AND ISNULL(HAN.[RETIRED], '') <> 'Y' AND CCOR.[FeCode] IS NULL END ELSE BEGIN INSERT INTO [dbo].[ClientChargeOutRates] ( [ClientCode], [FeCode], [Rate], [EffectiveDate], [ModifyDate]) SELECT @ClientCode, LTRIM(RTRIM(HCG.[Code])), ISNULL(HCG.[DefaultRate], 0), GETDATE(), GETDATE() FROM [dbo].[HandlerChargeGroups] AS HCG LEFT OUTER JOIN [dbo].[ClientChargeOutRates] AS CCOR ON CCOR.[ClientCode] = @ClientCode AND LTRIM(RTRIM(CCOR.[FeCode])) = LTRIM(RTRIM(HCG.[Code])) WHERE ISNULL(HCG.[Retired], '') <> 'Y' AND CCOR.[FeCode] IS NULL END SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_FetchAllDiary',N'P')IS NOT NULL DROP PROCEDURE [KAAS_FetchAllDiary] GO CREATE PROCEDURE [KAAS_FetchAllDiary] (@ACTIONID INT) /******************************************************************************************************* * This procedure is used to fetch diary item by actionid. * * * * Stored Procedure Name : [dbo].[KAAS_FetchAllDiary] * * Copied from : NA * * * * Modification History : * * 2019-04-16 Vinodhan K Created * *******************************************************************************************************/ AS BEGIN SET NOCOUNT ON SELECT RTRIM(ISNULL(D.[CASECODE], '')) AS CASECODE, CASE WHEN D.[DATE] != NULL OR D.[DATE] != '' THEN CONVERT(VARCHAR, D.[DATE], 20) ELSE CONVERT(VARCHAR, GETDATE(), 20) END AS [DATE], RTRIM(ISNULL(D.[STATUS], 0)) AS [STATUS], RTRIM(ISNULL(D.[ACTIONCODE], '')) AS ACTIONCODE, RTRIM(ISNULL(D.[ACTIONSTATUS], '')) AS ACTIONSTATUS, RTRIM(ISNULL(D.[ACTIONTYPE], '')) AS ACTIONTYPE, RTRIM(ISNULL(D.[PROCESSTYPE], '')) AS PROCESSTYPE, RTRIM(ISNULL(D.[FNCODE], '')) AS FNCODE, RTRIM(ISNULL(D.[TEAMCODE], '')) AS TEAMCODE, CAST(RTRIM(LTRIM(CAST(D.[TEXT1] AS nVARCHAR(max)))) AS TEXT) as text3, ISNULL(D.[TEXT1], '') AS TEXT1, ISNULL(D.[TEXT2], '') AS TEXT2, RTRIM(ISNULL(D.[DELEGATEDFNR], '')) AS DELEGATEDFNR, RTRIM(ISNULL(D.[DELEGATEDDATE], '')) AS DELEGATEDDATE, RTRIM(ISNULL(D.[DELEGATEDBACKDATE], '')) AS DELEGATEDBACKDATE, RTRIM(ISNULL(D.[DEFERRED], '')) AS DEFERRED, CASE WHEN D.[DUEDATE] != NULL OR D.[DUEDATE] != '' THEN CONVERT(VARCHAR, D.[DUEDATE], 20) ELSE NULL END AS [DUEDATE], RTRIM(ISNULL(D.[IMAGENO], '')) AS IMAGENO, RTRIM(ISNULL(D.[PUBLISH], '')) AS PUBLISH, CONVERT(VARCHAR, DATEADD(ms, 10 * (ISNULL( CASE WHEN ISNUMERIC(D.[DYSTARTTIME]) = 1 THEN D.[DYSTARTTIME] ELSE dbo.ky_ConvertTimeToClarion(D.[DYSTARTTIME]) END, 0) - 0), CONVERT(VARCHAR, GETDATE(), 112)), 108) AS [DYSTARTTIME], CONVERT(VARCHAR, DATEADD(ms, 10 * (ISNULL( CASE WHEN ISNUMERIC(D.[DYENDTIME]) = 1 THEN D.[DYENDTIME] ELSE dbo.ky_ConvertTimeToClarion(D.[DYENDTIME]) END, 0) - 0), CONVERT(VARCHAR, GETDATE(), 112)), 108) AS [DYENDTIME], RTRIM(D.[DYSTARTTIME]) AS [DYSTARTTIME1], RTRIM(D.[DYENDTIME]) AS [DYENDTIME1], --CONVERT(VARCHAR, DATEADD(ms, 10 * (ISNULL(D.DYSTARTTIME, 0) - 0), CONVERT(VARCHAR, GETDATE(), 112)), 108) AS DYSTARTTIME, --CONVERT(VARCHAR, DATEADD(ms, 10 * (ISNULL(D.DYENDTIME, 0) - 0), CONVERT(VARCHAR, GETDATE(), 112)), 108) AS DYENDTIME, --stuff( right(CONVERT(VARCHAR, DATEADD(ms, 10 * (DYSTARTTIME - 1), CONVERT(VARCHAR, GETDATE(), 108)), 109), 15 ), 7, 7, ' ' ) AS DYSTARTTIME, --stuff( right(CONVERT(VARCHAR, DATEADD(ms, 10 * (DYENDTIME - 1), CONVERT(VARCHAR, getDate(), 108)), 109), 15 ), 7, 7, ' ' ) AS DYENDTIME, RTRIM(ISNULL(D.[DURATION], 0)) AS DURATION, RTRIM(ISNULL(D.[ACTIONID], 0)) AS ACTIONID, RTRIM(ISNULL(D.[ORGINALACTIONID], 0)) AS ORGINALACTIONID, RTRIM(ISNULL(D.[PRIORITY], '')) AS [PRIORITY], RTRIM(ISNULL(D.[HIGHLIGHTED], '')) AS HIGHLIGHTED, RTRIM(ISNULL(D.[MILESTEONETYPE], '')) AS MILESTONETYPE, RTRIM(ISNULL(D.[ATTACHMENTS], '')) AS ATTACHMENTS, RTRIM(ISNULL(D.[PROCESSSTATUS], 0)) AS PROCESSSTATUS, RTRIM(ISNULL(D.[WORKPROCESS], 0)) AS WORKPROCESS, RTRIM(ISNULL(D.[BILLABLE], 0)) AS BILLABLE, RTRIM(ISNULL(D.[BILLDESCRIPTION], '')) AS BILLDESCRIPTION, RTRIM(ISNULL(D.[EMAILADDRESS], '')) AS EMAILADDRESS, ISNULL(D.[ADDRESSTO], '') AS ADDRESSTO, ISNULL(D.[CCTo], '') AS CCTo, ISNULL(D.[BCCTo], '') AS BCCTo, RTRIM(ISNULL(D.[EMAIL], '')) AS EMAIL, ISNULL(D.[SUBJECT], '') AS [SUBJECT], RTRIM(ISNULL([DELEGATIONSTATUS], 0)) AS DELEGATIONSTATUS, RTRIM(ISNULL([DRAFTBILLNO], 0)) AS DRAFTBILLNO, RTRIM(ISNULL(D.[CHEQUEREQNO], 0)) AS CHEQUEREQNO, RTRIM(ISNULL(D.[TxmSent], 0)) AS TxmSent, RTRIM(ISNULL(D.[Location], '')) AS Location, RTRIM(ISNULL(D.[HearingType], '')) AS HearingType, RTRIM(ISNULL(D.[ForCopy], '')) AS ForCopy, RTRIM(ISNULL(D.[TxmDate], '')) AS TxmDate, RTRIM(ISNULL(D.[TxmSeqNo], 0)) AS TxmSeqNo, RTRIM(ISNULL(D.[Flag],0)) AS Flag, RTRIM(ISNULL(H.[RETIRED],'')) AS Retired, RTRIM(ISNULL(H.[NAME],'')) AS [Name], M.[Closed] AS [Closed], ISNULL(D.[KYC],'N') AS KYC, ISNULL(S.[Retired],'N') AS ActionRetired, RTRIM(ISNULL(TA.[Arrangement],'')) AS [Arrangement], RTRIM(ISNULL(M.[ChargeArrangement],'')) AS [ChargeArrangement] FROM [DIARY] D LEFT JOIN [Handlers] H ON D.[FNCODE] = H.[CODE] LEFT JOIN [matters] M ON D.[CASECODE] = M.[Code] LEFT JOIN [StatusCodes] S ON D.[ACTIONSTATUS] = S.[CODE] LEFT OUTER JOIN TemplateActions TA ON D.ACTIONCODE = TA.ACTIONCODE LEFT OUTER JOIN Templates T ON T.[WKCODE] = TA.WKTCODE WHERE [ACTIONID] = @ACTIONID SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_FetchAllFeeEarners',N'P')IS NOT NULL DROP PROCEDURE KAAS_FetchAllFeeEarners GO CREATE PROCEDURE KAAS_FetchAllFeeEarners (@Code VARCHAR(10) = '') AS /******************************************************************************************************* * This stored procedure is used to FETCH all active fee earners * * * * Stored Procedure Name : [dbo].[KAAS_FetchAllFeeEarners] * * Copied from : [dbo].[ky_NETCONFetchAllFeeEarners] * * * * Modification History : * * 2019-04-13 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON SELECT RTRIM(Code) AS Code, RTRIM(NAME) AS Handler FROM Handlers WHERE TEAMCODE <> 'Y' AND (RETIRED<>'Y' OR CODE = @Code) UNION ALL SELECT RTRIM(CODE), RTRIM(NAME) FROM HandlerChargeGroups SELECT CONVERT(VARCHAR(10),GETDATE(), 112) AS CurrentDate SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_FetchAllRecentMatterList',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_FetchAllRecentMatterList] GO CREATE PROCEDURE [dbo].[KAAS_FetchAllRecentMatterList] (@Search NVARCHAR(MAX), @PageNumber INT, @PageSize INT) AS /******************************************************************************************************* * Performs a matter search based on search criteria passed in in XML format through @Search. * * * * Stored Procedure Name : [dbo].KAAS_FetchAllRecentMatterList] * * Copied from : [dbo].[ky_NETSPXMLMatterSearch2] * * * * Modification History: * * 2019-05-02 Vinodhan K Created * *******************************************************************************************************/ BEGIN DECLARE @closed NCHAR(1) DECLARE @orderby NVARCHAR(50) DECLARE @order NVARCHAR(4) DECLARE @howmany INT DECLARE @handler NVARCHAR(10) DECLARE @which INT DECLARE @BitWiseID BIGINT DECLARE @searchtext VARCHAR(MAX) DECLARE @searchonlycode VARCHAR(3) DECLARE @departmentdesc VARCHAR(50) DECLARE @department VARCHAR(5) DECLARE @worktypedesc VARCHAR(50) DECLARE @worktype VARCHAR(5) DECLARE @filecolourdesc VARCHAR(20) DECLARE @filecolour VARCHAR(3) DECLARE @feecode VARCHAR(10) DECLARE @includename BIT DECLARE @includedescription BIT DECLARE @includeaddress BIT DECLARE @includeemail BIT DECLARE @includecode BIT DECLARE @includeoldref BIT DECLARE @includeuser1 BIT DECLARE @andorname VARCHAR(3) DECLARE @andornamevalue VARCHAR(200) DECLARE @andordescription VARCHAR(3) DECLARE @andordescriptionvalue VARCHAR(200) DECLARE @andoraddress VARCHAR(3) DECLARE @andoraddressvalue VARCHAR(200) DECLARE @andorcode VARCHAR(3) DECLARE @andorcodevalue VARCHAR(200) DECLARE @andorfeecode VARCHAR(3) DECLARE @andorfeecodevalue VARCHAR(200) DECLARE @andoroldref VARCHAR(3) DECLARE @andoroldrefvalue VARCHAR(200) DECLARE @andordept VARCHAR(3) DECLARE @andordeptvalue VARCHAR(200) DECLARE @andoruser1 VARCHAR(3) DECLARE @andoruser1value VARCHAR(200) DECLARE @andoruser2 VARCHAR(3) DECLARE @andoruser2value VARCHAR(200) DECLARE @andoruser3 VARCHAR(3) DECLARE @andoruser3value VARCHAR(200) DECLARE @andoryourref VARCHAR(3) DECLARE @andoryourrefvalue VARCHAR(200) DECLARE @andorwtype VARCHAR(3) DECLARE @andorwtypevalue VARCHAR(200) DECLARE @iSL INT DECLARE @StartRow INT; DECLARE @EndRow INT; SET @PageNumber = ISNULL(@PageNumber, 0) - 1; -- 0 BASED INDEX IF(@PageNumber > -1) BEGIN SET @StartRow = ((@PageNumber) * @PageSize) + 1; SET @EndRow = (@StartRow + @PageSize) - 1; END BEGIN TRY EXEC sp_xml_preparedocument @iSL OUTPUT, @Search END TRY BEGIN CATCH EXEC sp_xml_preparedocument @iSL OUTPUT, N'' END CATCH SELECT @closed = CASE ISNULL(SRC.[closed], N'N') WHEN N'Y' THEN N'Y' WHEN N'B' THEN N'B' ELSE N'N' END, @orderby = ISNULL(SRC.[orderby], N''), @order = CASE ISNULL(SRC.[order], N'DESC') WHEN N'DESC' THEN N'DESC' ELSE N'ASC' END, @howmany = ISNULL(SRC.[howmany], 500), @handler = ISNULL(SRC.[handler], N''), @which = CASE ISNULL(SRC.[which], 0) WHEN 1 THEN 1 --My Matters WHEN 2 THEN 2 --Recent Matters ELSE 0 END, --All Matters @searchtext = ISNULL(SRC.[search], ''), @searchonlycode = ISNULL(SRC.[searchonlycode], ''), @departmentdesc = ISNULL(SRC.[dept], ''), @worktypedesc = ISNULL(SRC.[wtype], ''), @filecolourdesc = ISNULL(SRC.[colour], ''), @feecode = ISNULL(SRC.[feecodefilter], ''), @includeaddress = ISNULL(SRC.[includeaddress], 0), @includeemail = ISNULL(SRC.[includeemail], 0), @includecode = ISNULL(SRC.[includecode], 0), @includedescription = ISNULL(SRC.[includedescription], 0), @includename = ISNULL(SRC.[includename], 0), @includeoldref = ISNULL(SRC.[includeoldref], 0), @includeuser1 = ISNULL(SRC.[includeuser1], 0), @andorname = ISNULL(SRC.[andorname], ''), @andornamevalue = ISNULL(SRC.[andornamevalue], ''), @andordescription = ISNULL(SRC.[andordescription], ''), @andordescriptionvalue = ISNULL(SRC.[andordescriptionvalue], ''), @andoraddress = ISNULL(SRC.[andoraddress], ''), @andoraddressvalue = ISNULL(SRC.[andoraddressvalue], ''), @andorcode = ISNULL(SRC.[andorcode], ''), @andorcodevalue = ISNULL(SRC.[andorcodevalue], ''), @andorfeecode = ISNULL(SRC.[andorfeecode], ''), @andorfeecodevalue = ISNULL(SRC.[andorfeecodevalue], ''), @andoroldref = ISNULL(SRC.[andoroldref], ''), @andoroldrefvalue = ISNULL(SRC.[andoroldrefvalue], ''), @andordept = ISNULL(SRC.[andordept], ''), @andordeptvalue = ISNULL(SRC.[andordeptvalue], ''), @andoruser1 = ISNULL(SRC.[andoruser1], ''), @andoruser1value = ISNULL(SRC.[andoruser1value], ''), @andoruser2 = ISNULL(SRC.[andoruser2], ''), @andoruser2value = ISNULL(SRC.[andoruser2value], ''), @andoruser3 = ISNULL(SRC.[andoruser3], ''), @andoruser3value = ISNULL(SRC.[andoruser3value], ''), @andoryourref = ISNULL(SRC.[andoryourref], ''), @andoryourrefvalue = ISNULL(SRC.[andoryourrefvalue], ''), @andorwtype = ISNULL(SRC.[andorwtype], ''), @andorwtypevalue = ISNULL(SRC.[andorwtypevalue], '') FROM OPENXML(@iSL, N'search') WITH ([closed] NCHAR(1) '@closed', [orderby] NVARCHAR(50) '@orderby', [order] NVARCHAR(4) '@order', [howmany] INT '@howmany', [handler] NVARCHAR(10) '@handler', [which] INT '@which', [search] VARCHAR(MAX) '@search', [searchonlycode] VARCHAR(3) '@searchonlycode', [dept] VARCHAR(50) '@departmentfilter', [wtype] VARCHAR(50) '@worktypefilter', [colour] VARCHAR(20) '@filecolourfilter', [feecodefilter] VARCHAR(10) '@feecodefilter', [includeaddress] BIT 'include/includefield[@name="address"]', [includecode] BIT 'include/includefield[@name="code"]', [includedescription] BIT 'include/includefield[@name="description"]', [includename] BIT 'include/includefield[@name="name"]', [includeoldref] BIT 'include/includefield[@name="oldref"]', [includeuser1] BIT 'include/includefield[@name="user1"]', [includeemail] BIT 'include/includefield[@name="email"]', [andorname] VARCHAR(3) 'andor/andorfield[@name="name"]/@andor', [andornamevalue] VARCHAR(100) 'andor/andorfield[@name="name"]/@search', [andordescription] VARCHAR(3) 'andor/andorfield[@name="description"]/@andor', [andordescriptionvalue] VARCHAR(100) 'andor/andorfield[@name="description"]/@search', [andoraddress] VARCHAR(3) 'andor/andorfield[@name="address"]/@andor', [andoraddressvalue] VARCHAR(100) 'andor/andorfield[@name="address"]/@search', [andorcode] VARCHAR(3) 'andor/andorfield[@name="code"]/@andor', [andorcodevalue] VARCHAR(100) 'andor/andorfield[@name="code"]/@search', [andorfeecode] VARCHAR(3) 'andor/andorfield[@name="feecode"]/@andor', [andorfeecodevalue] VARCHAR(100) 'andor/andorfield[@name="feecode"]/@search', [andoroldref] VARCHAR(3) 'andor/andorfield[@name="oldref"]/@andor', [andoroldrefvalue] VARCHAR(100) 'andor/andorfield[@name="oldref"]/@search', [andordept] VARCHAR(3) 'andor/andorfield[@name="dept"]/@andor', [andordeptvalue] VARCHAR(100) 'andor/andorfield[@name="dept"]/@search', [andoruser1] VARCHAR(3) 'andor/andorfield[@name="user1"]/@andor', [andoruser1value] VARCHAR(100) 'andor/andorfield[@name="user1"]/@search', [andoruser2] VARCHAR(3) 'andor/andorfield[@name="user2"]/@andor', [andoruser2value] VARCHAR(100) 'andor/andorfield[@name="user2"]/@search', [andoruser3] VARCHAR(3) 'andor/andorfield[@name="user3"]/@andor', [andoruser3value] VARCHAR(100) 'andor/andorfield[@name="user3"]/@search', [andoryourref] VARCHAR(3) 'andor/andorfield[@name="yourref"]/@andor', [andoryourrefvalue] VARCHAR(100) 'andor/andorfield[@name="yourref"]/@search', [andorwtype] VARCHAR(3) 'andor/andorfield[@name="wtype"]/@andor', [andorwtypevalue] VARCHAR(100) 'andor/andorfield[@name="wtype"]/@search') SRC IF @filecolourdesc <> '' BEGIN SELECT @filecolour = FC.[COLOURCODE] FROM [dbo].[FileColours] FC WITH (NOLOCK) WHERE FC.[COLOURDESC] = @filecolourdesc END SET @filecolour = ISNULL(@filecolour, '') IF @departmentdesc <> '' BEGIN SELECT @department = DP.[CODE] FROM [dbo].[Departments] DP WITH (NOLOCK) WHERE DP.[DESCRIPTION] = @departmentdesc END SET @department = ISNULL(@department, '') IF @worktypedesc <> '' BEGIN IF @worktypedesc LIKE 'Unknown Worktype: %' BEGIN SELECT @worktype = WT.[CODE] FROM [dbo].[WorkTypes] WT WITH (NOLOCK) WHERE 'Unknown Worktype: ' + WT.[CODE] = @worktypedesc OR WT.[DESC] = @worktypedesc END ELSE BEGIN SELECT @worktype = WT.[CODE] FROM [dbo].[WorkTypes] WT WITH (NOLOCK) WHERE WT.[DESC] = @worktypedesc END END SET @worktype = ISNULL(@worktype, '') SET @feecode = ISNULL(@feecode, '') EXEC sp_xml_removedocument @iSL DECLARE @NCOMMAND NVARCHAR(MAX) DECLARE @HasWhere BIT SET @HasWhere = 0 SET @handler = CASE WHEN RTRIM(ISNULL(@handler, '')) = '' THEN 'ADM' ELSE RTRIM(@handler) END SELECT @BitWiseID = HNG.[BitWiseID] FROM HandlerNETGroupMembership HNG WITH (NOLOCK) WHERE HNG.[HANDLER] = CONVERT(VARCHAR(10), @handler) SET @BitWiseID = ISNULL(@BitWiseID, [dbo].[KAAS_FN_GetOldPermissions](RTRIM(ISNULL(@handler, '')))) IF (@handler = 'ADM') BEGIN SET @BitWiseID = CONVERT(BIGINT, -1) END SET @NCOMMAND = N' --SELECT ''How Many: '' + CONVERT(VARCHAR(10), @HowMany) --SELECT ''Handler: '' + @Handler --SELECT ''BitWise ID: '' + CONVERT(VARCHAR(10), @BitWiseID) DECLARE @Result TABLE ([id] INT IDENTITY(1, 1) PRIMARY KEY CLUSTERED, [Code] VARCHAR(20) NOT NULL, [Name] VARCHAR(256) NOT NULL, [Description] VARCHAR(200) NOT NULL) INSERT INTO @Result ([Code], [Name], [Description]) SELECT SM.[Code] AS [Code], SM.[Name] AS [Name], SM.[Description] AS [Description] FROM [dbo].[SearchMatters] SM WITH (NOLOCK) CROSS APPLY (SELECT SUBSTRING(CONVERT(VARCHAR, DATEADD(minute, ISNULL(SUM(ISNULL(TDB.[time], 0)), 0), ''19000101''), 108), 1, 5) AS [TOTALTIME] FROM [dbo].[TimeDayBook] TDB WITH (NOLOCK) WHERE TDB.[FeeEarn] = @Handler AND TDB.[matter] = SM.[code]) TTT' SET @NCOMMAND = @NCOMMAND + N' LEFT OUTER JOIN [dbo].[RecentMatterList] RML WITH (NOLOCK) ON RML.[FEE] = @handler AND RML.[MATTER] = SM.[Code]' IF (@BitWiseID = 0) BEGIN SET @NCOMMAND = @NCOMMAND + N' WHERE ( SM.[Privileges] = 0 OR SM.[Privileges] = -1)' END ELSE IF (@BitWiseID = -1) BEGIN SET @NCOMMAND = @NCOMMAND + N' WHERE 1 = 1' END ELSE BEGIN SET @NCOMMAND = @NCOMMAND + N' WHERE SM.[Privileges] & @BitWiseID <> 0' END IF (@which = 1) BEGIN SET @NCOMMAND = @NCOMMAND + N' AND SM.[FECode] = @handler' END IF (@closed = 'N') BEGIN SET @NCOMMAND = @NCOMMAND + N' AND SM.[Closed] = 0' END IF (@closed = 'Y') BEGIN SET @NCOMMAND = @NCOMMAND + N' AND SM.[Closed] = 1' END IF (@worktype <> '') BEGIN SET @NCOMMAND = @NCOMMAND + N' AND SM.[WType] = @WorkType' END IF (@department <> '') BEGIN SET @NCOMMAND = @NCOMMAND + N' AND SM.[Dept] = @department' END IF (@filecolour <> '') BEGIN SET @NCOMMAND = @NCOMMAND + N' AND SM.[FileColour] = @filecolour' END IF (@feecode <> '') BEGIN SET @NCOMMAND = @NCOMMAND + N' AND SM.[FECode] = @feecode' END DECLARE @SearchIncludes NVARCHAR(MAX) SET @SearchIncludes = N'' IF (@searchtext <> '') BEGIN IF SUBSTRING(@searchtext, 1, 1) <> '%' BEGIN SET @searchtext = '%' + @searchtext END IF SUBSTRING(@searchtext, LEN(@searchtext), 1) <> '%' BEGIN SET @searchtext = @searchtext + '%' END SET @searchtext = @searchtext COLLATE SQL_Latin1_General_Cp1251_CS_AS IF (@includeaddress = 0) AND (@includecode = 0) AND (@includedescription = 0) AND (@includename = 0) AND (@includeoldref = 0) AND (@includeuser1 = 0) AND (@includeemail = 0) BEGIN -- This is the standard call - not from Advanced Matter Search, so we search in everything IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END IF @searchonlycode <> 'yes' BEGIN SET @SearchIncludes = @SearchIncludes + N'SM.[NCDescription] LIKE @searchtext OR SM.[Code] LIKE @searchtext OR SM.[User1] LIKE @searchtext OR SM.[User2] LIKE @searchtext OR SM.[User3] LIKE @searchtext OR SM.[OldRef] LIKE @searchtext OR SM.[YourRef] LIKE @searchtext OR SM.[NCName] LIKE @searchtext OR SM.[NCAddress] LIKE @searchtext OR SM.[Email] LIKE @searchtext OR SM.[NCHandlerName] LIKE @searchtext OR SM.[NCPartnerName] LIKE @searchtext OR SM.[DeptDescription] LIKE @searchtext OR SM.[WTypeDescription] LIKE @searchtext OR SM.[FileColourDescription] LIKE @searchtext OR SM.[MatterStatusDescription] LIKE @searchtext' END ELSE BEGIN SET @SearchIncludes = @SearchIncludes + N'SM.[Code] LIKE @searchtext' END END ELSE BEGIN IF (@includeaddress = 1) BEGIN IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[NCAddress] LIKE @searchtext' END IF (@includecode = 1) BEGIN IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[Code] LIKE @searchtext' END IF (@includedescription = 1) BEGIN IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[NCDescription] LIKE @searchtext' END IF (@includename = 1) BEGIN IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[NCName] LIKE @searchtext' END IF (@includeoldref = 1) BEGIN IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[OldRef] LIKE @searchtext' END IF (@includeuser1 = 1) BEGIN IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[User1] LIKE @searchtext' END IF (@includeemail = 1) BEGIN IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[Email] LIKE @searchtext' END END END IF @andoraddress = 'OR' BEGIN IF SUBSTRING(@andoraddressvalue, 1, 1) <> '%' BEGIN SET @andoraddressvalue = '%' + @andoraddressvalue END IF SUBSTRING(@andoraddressvalue, LEN(@andoraddressvalue), 1) <> '%' BEGIN SET @andoraddressvalue = @andoraddressvalue + '%' END SET @andoraddressvalue = @andoraddressvalue COLLATE SQL_Latin1_General_Cp1251_CS_AS IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[NCAddress] LIKE @andoraddressvalue' END IF @andorcode = 'OR' BEGIN IF CHARINDEX('%', @andorcodevalue, 1) = 0 BEGIN IF SUBSTRING(@andorcodevalue, 1, 1) <> '%' BEGIN SET @andorcodevalue = '%' + @andorcodevalue END IF SUBSTRING(@andorcodevalue, LEN(@andorcodevalue), 1) <> '%' BEGIN SET @andorcodevalue = @andorcodevalue + '%' END END IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[Code] LIKE @andorcodevalue' END IF @andordept = 'OR' BEGIN IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[Dept]= @andordeptvalue' END IF @andordescription = 'OR' BEGIN IF SUBSTRING(@andordescriptionvalue, 1, 1) <> '%' BEGIN SET @andordescriptionvalue = '%' + @andordescriptionvalue END IF SUBSTRING(@andordescriptionvalue, LEN(@andordescriptionvalue), 1) <> '%' BEGIN SET @andordescriptionvalue = @andordescriptionvalue + '%' END SET @andordescriptionvalue = @andordescriptionvalue COLLATE SQL_Latin1_General_Cp1251_CS_AS IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[NCDescription] LIKE @andordescriptionvalue' END IF @andorfeecode = 'OR' BEGIN IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[FECode] = @andorfeecodevalue' END IF @andorname = 'OR' BEGIN IF SUBSTRING(@andornamevalue, 1, 1) <> '%' BEGIN SET @andornamevalue = '%' + @andornamevalue END IF SUBSTRING(@andornamevalue, LEN(@andornamevalue), 1) <> '%' BEGIN SET @andornamevalue = @andornamevalue + '%' END SET @andornamevalue = @andornamevalue COLLATE SQL_Latin1_General_Cp1251_CS_AS IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[NCName] LIKE @andornamevalue' END IF @andoroldref = 'OR' BEGIN IF SUBSTRING(@andoroldrefvalue, 1, 1) <> '%' BEGIN SET @andoroldrefvalue = '%' + @andoroldrefvalue END IF SUBSTRING(@andoroldrefvalue, LEN(@andoroldrefvalue), 1) <> '%' BEGIN SET @andoroldrefvalue = @andoroldrefvalue + '%' END IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[OldRef] LIKE @andoroldrefvalue' END IF @andoruser1 = 'OR' BEGIN IF SUBSTRING(@andoruser1value, 1, 1) <> '%' BEGIN SET @andoruser1value = '%' + @andoruser1value END IF SUBSTRING(@andoruser1value, LEN(@andoruser1value), 1) <> '%' BEGIN SET @andoruser1value = @andoruser1value + '%' END IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[User1] LIKE @andoruser1value' END IF @andoruser2 = 'OR' BEGIN IF SUBSTRING(@andoruser2value, 1, 1) <> '%' BEGIN SET @andoruser2value = '%' + @andoruser2value END IF SUBSTRING(@andoruser2value, LEN(@andoruser2value), 1) <> '%' BEGIN SET @andoruser2value = @andoruser2value + '%' END IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[User2] LIKE @andoruser2value' END IF @andoruser3 = 'OR' BEGIN IF SUBSTRING(@andoruser3value, 1, 1) <> '%' BEGIN SET @andoruser3value = '%' + @andoruser3value END IF SUBSTRING(@andoruser3value, LEN(@andoruser3value), 1) <> '%' BEGIN SET @andoruser3value = @andoruser3value + '%' END IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[User3] LIKE @andoruser3value' END IF @andorwtype = 'OR' BEGIN IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[WType] = @andorwtypevalue' END IF @andoryourref = 'OR' BEGIN IF SUBSTRING(@andoryourrefvalue, 1, 1) <> '%' BEGIN SET @andoryourrefvalue = '%' + @andoryourrefvalue END IF SUBSTRING(@andoryourrefvalue, LEN(@andoryourrefvalue), 1) <> '%' BEGIN SET @andoryourrefvalue = @andoryourrefvalue + '%' END IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[YourRef] LIKE @andoryourrefvalue' END --SELECT @SearchIncludes IF @SearchIncludes <> '' BEGIN SET @NCOMMAND = @NCOMMAND + N' AND ( ' + @SearchIncludes + N')' END IF @andoraddress = 'AND' BEGIN IF SUBSTRING(@andoraddressvalue, 1, 1) <> '%' BEGIN SET @andoraddressvalue = '%' + @andoraddressvalue END IF SUBSTRING(@andoraddressvalue, LEN(@andoraddressvalue), 1) <> '%' BEGIN SET @andoraddressvalue = @andoraddressvalue + '%' END SET @andoraddressvalue = @andoraddressvalue COLLATE SQL_Latin1_General_Cp1251_CS_AS SET @NCOMMAND = @NCOMMAND + N' AND SM.[NCAddress] LIKE @andoraddressvalue' END IF @andorcode = 'AND' BEGIN IF SUBSTRING(@andorcodevalue, 1, 1) <> '%' BEGIN SET @andorcodevalue = '%' + @andorcodevalue END IF SUBSTRING(@andorcodevalue, LEN(@andorcodevalue), 1) <> '%' BEGIN SET @andorcodevalue = @andorcodevalue + '%' END SET @NCOMMAND = @NCOMMAND + N' AND SM.[Code] LIKE @andorcodevalue' END IF @andordept = 'AND' BEGIN SET @NCOMMAND = @NCOMMAND + N' AND SM.[Dept] = @andordeptvalue' END IF @andordescription = 'AND' BEGIN IF SUBSTRING(@andordescriptionvalue, 1, 1) <> '%' BEGIN SET @andordescriptionvalue = '%' + @andordescriptionvalue END IF SUBSTRING(@andordescriptionvalue, LEN(@andordescriptionvalue), 1) <> '%' BEGIN SET @andordescriptionvalue = @andordescriptionvalue + '%' END SET @andordescriptionvalue = @andordescriptionvalue COLLATE SQL_Latin1_General_Cp1251_CS_AS SET @NCOMMAND = @NCOMMAND + N' AND SM.[NCDescription] LIKE @andordescriptionvalue' END IF @andorfeecode = 'AND' BEGIN SET @NCOMMAND = @NCOMMAND + N' AND SM.[FECode] = @andorfeecodevalue' END IF @andorname = 'AND' BEGIN IF SUBSTRING(@andornamevalue, 1, 1) <> '%' BEGIN SET @andornamevalue = '%' + @andornamevalue END IF SUBSTRING(@andornamevalue, LEN(@andornamevalue), 1) <> '%' BEGIN SET @andornamevalue = @andornamevalue + '%' END SET @andornamevalue = @andornamevalue COLLATE SQL_Latin1_General_Cp1251_CS_AS SET @NCOMMAND = @NCOMMAND + N' AND SM.[NCName] LIKE @andornamevalue' END IF @andoroldref = 'AND' BEGIN IF SUBSTRING(@andoroldrefvalue, 1, 1) <> '%' BEGIN SET @andoroldrefvalue = '%' + @andoroldrefvalue END IF SUBSTRING(@andoroldrefvalue, LEN(@andoroldrefvalue), 1) <> '%' BEGIN SET @andoroldrefvalue = @andoroldrefvalue + '%' END SET @NCOMMAND = @NCOMMAND + N' AND SM.[OldRef] LIKE @andoroldrefvalue' END IF @andoruser1 = 'AND' BEGIN IF SUBSTRING(@andoruser1value, 1, 1) <> '%' BEGIN SET @andoruser1value = '%' + @andoruser1value END IF SUBSTRING(@andoruser1value, LEN(@andoruser1value), 1) <> '%' BEGIN SET @andoruser1value = @andoruser1value + '%' END SET @NCOMMAND = @NCOMMAND + N' AND SM.[User1] LIKE @andoruser1value' END IF @andoruser2 = 'AND' BEGIN IF SUBSTRING(@andoruser2value, 1, 1) <> '%' BEGIN SET @andoruser2value = '%' + @andoruser2value END IF SUBSTRING(@andoruser2value, LEN(@andoruser2value), 1) <> '%' BEGIN SET @andoruser2value = @andoruser2value + '%' END SET @NCOMMAND = @NCOMMAND + N' AND SM.[User2] LIKE @andoruser2value' END IF @andoruser3 = 'AND' BEGIN IF SUBSTRING(@andoruser3value, 1, 1) <> '%' BEGIN SET @andoruser3value = '%' + @andoruser3value END IF SUBSTRING(@andoruser3value, LEN(@andoruser3value), 1) <> '%' BEGIN SET @andoruser3value = @andoruser3value + '%' END SET @NCOMMAND = @NCOMMAND + N' AND SM.[User3] LIKE @andoruser3value' END IF @andorwtype = 'AND' BEGIN SET @NCOMMAND = @NCOMMAND + N' AND SM.[WType] = @andorwtypevalue' END IF @andoryourref = 'AND' BEGIN IF SUBSTRING(@andoryourrefvalue, 1, 1) <> '%' BEGIN SET @andoryourrefvalue = '%' + @andoryourrefvalue END IF SUBSTRING(@andoryourrefvalue, LEN(@andoryourrefvalue), 1) <> '%' BEGIN SET @andoryourrefvalue = @andoryourrefvalue + '%' END SET @NCOMMAND = @NCOMMAND + N' AND SM.[YourRef] LIKE @andoryourrefvalue' END --SELECT @orderby, @order SET @NCOMMAND = @NCOMMAND + N' ORDER BY ' + CASE @orderby WHEN N'description' THEN N'CASE WHEN SM.[Description] = '''' THEN 1 ELSE 0 END, SM.[Description] ' + @order + N', SM.[Code] ' + @order WHEN N'Code' THEN N'CASE WHEN SM.[Code] = '''' THEN 1 ELSE 0 END, SM.[Code] ' + @order WHEN N'Name' THEN N'CASE WHEN SM.[Name] = '''' THEN 1 ELSE 0 END, SM.[Name] ' + @order + N', SM.[Code] ' + @order WHEN N'Address' THEN N'CASE WHEN SM.[Address] = '''' THEN 1 ELSE 0 END, SM.[Address] ' + @order + N', SM.[Code] ' + @order WHEN N'Email' THEN N'CASE WHEN SM.[Email] = '''' THEN 1 ELSE 0 END, SM.[Email] ' + @order + N', SM.[Code] ' + @order WHEN N'PhoneNumber' THEN N'CASE WHEN SM.[PhoneNumber] = '''' THEN 1 ELSE 0 END, SM.[PhoneNumber] ' + @order + N', SM.[Code] ' + @order WHEN N'user1' THEN N'CASE WHEN SM.[User1] = '''' THEN 1 ELSE 0 END, SM.[User1] ' + @order + N', SM.[Code] ' + @order WHEN N'user2' THEN N'CASE WHEN SM.[User2] = '''' THEN 1 ELSE 0 END, SM.[User2] ' + @order + N', SM.[Code] ' + @order WHEN N'user3' THEN N'CASE WHEN SM.[User3] = '''' THEN 1 ELSE 0 END, SM.[User3] ' + @order + N', SM.[Code] ' + @order WHEN N'yourref' THEN N'CASE WHEN SM.[YourRef] = '''' THEN 1 ELSE 0 END, SM.[YourRef] ' + @order + N', SM.[Code] ' + @order WHEN N'OldRef' THEN N'CASE WHEN SM.[OldRef] = '''' THEN 1 ELSE 0 END, SM.[OldRef] ' + @order + N', SM.[Code] ' + @order WHEN N'FileNum' THEN N'CASE WHEN SM.[FileNum] = 0 THEN 1 ELSE 0 END, SM.[FileNum] ' + @order + N', SM.[Code] ' + @order WHEN N'department' THEN N'CASE WHEN SM.[DeptDescription] = '''' THEN 1 ELSE 0 END, SM.[DeptDescription] ' + @order + N', SM.[Code] ' + @order WHEN N'Dept' THEN N'CASE WHEN SM.[DeptDescription] = '''' THEN 1 ELSE 0 END, SM.[DeptDescription] ' + @order + N', SM.[Code] ' + @order WHEN N'worktype' THEN N'CASE WHEN SM.[WTypeDescription] = '''' THEN 1 ELSE 0 END, SM.[WTypeDescription] ' + @order + N', SM.[Code] ' + @order WHEN N'FeeCode' THEN N'CASE WHEN SM.[FECode] = '''' THEN 2 WHEN SM.[FECode] = ''ADM'' THEN 1 ELSE 0 END, SM.[FECode] ' + @order + N', SM.[Code] ' + @order WHEN N'FeeEarner' THEN N'CASE WHEN SM.[HandlerName] = '''' AND SM.[FECode] = '''' THEN 3 WHEN SM.[HandlerName] = '''' THEN 2 WHEN SM.[HandlerName] = ''Admin'' THEN 1 ELSE 0 END, SM.[HandlerName] ' + @order + N', SM.[Code] ' + @order WHEN N'FileColour_Fld' THEN N'CASE WHEN SM.[FileColourDescription] = '''' THEN 1 ELSE 0 END, SM.[FileColourDescription] ' + @order + N', SM.[Code] ' + @order WHEN N'FileColour' THEN N'CASE WHEN SM.[FileColourDescription] = '''' THEN 1 ELSE 0 END, SM.[FileColourDescription] ' + @order + N', SM.[Code] ' + @order WHEN N'started' THEN N'SM.[Started] ' + @order + N', SM.[Code] ' + @order WHEN N'LastAccessed' THEN N'CASE WHEN RML.[DateField] IS NULL THEN 1 ELSE 0 END, RML.[DateField] ' + @order + N', SM.[Code] ' + @order WHEN N'closedate' THEN N'CASE WHEN SM.[CloseDate] IS NULL THEN 1 ELSE 0 END, SM.[CloseDate] ' + @order + N', SM.[Code] ' + @order WHEN N'orgcloseddate' THEN N'CASE WHEN SM.[orgcloseddate] IS NULL THEN 1 ELSE 0 END, SM.[orgcloseddate] ' + @order + N', SM.[Code] ' + @order WHEN N'casestatusdesc' THEN N'CASE WHEN SM.[MatterStatusDescription] IS NULL THEN 1 ELSE 0 END, SM.[MatterStatusDescription] ' + @order + N', SM.[Code] ' + @order ELSE CASE WHEN @Which <> 2 THEN N'SM.[Code] ' + @order ELSE N'CASE WHEN RML.[DateField] IS NULL THEN 1 ELSE 0 END, RML.[DateField] DESC, SM.[Code] ' + @order END END SET @NCOMMAND = @NCOMMAND + N' SELECT * FROM( SELECT ROW_NUMBER() OVER(ORDER BY [RES].[id]) AS [RowNumber], [RES].[Code], [RES].[Name], [RES].[Description] FROM @Result [RES])AS MatterTable WHERE MatterTable.[RowNumber] BETWEEN @StartRow AND @EndRow ORDER BY MatterTable.[RowNumber] ASC SELECT COUNT([RES].[id]) AS [TotalRecord] FROM @Result [RES]' --SELECT @NCOMMAND EXECUTE sp_executesql @NCOMMAND, N'@HowMany INT, @BitWiseID BIGINT, @Handler VARCHAR(10), @WorkType VARCHAR(5), @department VARCHAR(5), @filecolour VARCHAR(3), @feecode VARCHAR(10), @searchtext VARCHAR(MAX), @andoraddressvalue VARCHAR(200), @andorcodevalue VARCHAR(200), @andordeptvalue VARCHAR(200), @andordescriptionvalue VARCHAR(200), @andorfeecodevalue VARCHAR(200), @andornamevalue VARCHAR(200), @andoroldrefvalue VARCHAR(200), @andoruser1value VARCHAR(200), @andoruser2value VARCHAR(200), @andoruser3value VARCHAR(200), @andorwtypevalue VARCHAR(200), @andoryourrefvalue VARCHAR(200), @StartRow INT, @EndRow INT', @Howmany, @BitWiseID, @handler, @worktype, @department, @filecolour, @feecode, @searchtext, @andoraddressvalue, @andorcodevalue, @andordeptvalue, @andordescriptionvalue, @andorfeecodevalue, @andornamevalue, @andoroldrefvalue, @andoruser1value, @andoruser2value, @andoruser3value, @andorwtypevalue, @andoryourrefvalue, @StartRow, @EndRow END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_FetchAssociateUDFForEdit' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_FetchAssociateUDFForEdit] END GO CREATE PROCEDURE [dbo].[KAAS_FetchAssociateUDFForEdit] (@NAMECODE VARCHAR(20), @FILEPREFIX VARCHAR(5), @FIELDNAME VARCHAR(30), @CASECODE VARCHAR(20) = '') AS /******************************************************************************************************* * Fetches the details for a field to be edited * * * * NOTE: @CASECODE is used to determine the field's document code. The code is * * usually [AUD:FieldName.AssociateType#01] but as associates can be more than * * one type, it checks what type the associate is in the specified case. Otherwise * * it will return the associate's primary type * * * * Stored Procedure Name : [dbo].[KAAS_FetchAssociateUDFForEdit] * * Copied from : [dbo].[ky_NETFetchAssociateUDFForEdit] * * * * Modification History : * * 2019-06-12 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON 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] = @FILEPREFIX 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 SELECT [SUF].[PROMPT] AS [Detail], [SUF].[LENGTH] AS [Size], [SUF].[FORMAT] AS [Format], RTRIM([SUF].[FILEPREFIX]) + RTRIM(ISNULL([SUF].[FIELDNAME], '')) + '.' + ISNULL(RTRIM([CC].[CONTYPE]), RTRIM([CAN].[TYPE])) + '#' + RIGHT('00' + CONVERT(VARCHAR(2), ISNULL([CC].[CONNUM], 1)), 2) AS [DocumentCode], CASE WHEN [AUD].[NameCode] IS NULL THEN CONVERT(VARCHAR(11), @INITIALDATE, 106) ELSE CONVERT(VARCHAR(11), [AUD].[DateValue], 106) END AS [DateValue], CASE WHEN [AUD].[NameCode] IS NULL THEN CONVERT(DECIMAL(20, 2), ISNULL(@INITIALNUMERICVALUE, 0)) ELSE [AUD].[NumberValue] END AS [NumberValue], CASE WHEN [AUD].[NameCode] IS NULL THEN ISNULL(@INITIALVALUE, '') ELSE [AUD].[TextValue] END AS [TextValue], [SUF].[TYPE] AS [TYPE], [SUF].[FILEPREFIX] AS [FILEPREFIX], [SUF].[FIELDNAME] AS [FIELDNAME], 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] AS [SUF] LEFT OUTER JOIN [dbo].[AssociateUDF] AS [AUD] ON [AUD].[NameCode] = @NAMECODE AND [AUD].[FilePrefix] = [SUF].[FILEPREFIX] AND [AUD].[FieldName] = [SUF].[FIELDNAME] LEFT OUTER JOIN [dbo].[CaseAssociatesNames] AS [CAN] ON [CAN].[CODE] = [AUD].[NameCode] LEFT OUTER JOIN [dbo].[CaseContacts] AS [CC] ON [CC].[CASECODE] = @CASECODE AND RTRIM(ISNULL([CC].[CASECODE], '')) <> '' AND [CC].[NAMECODE] = @NAMECODE WHERE [SUF].[FILEPREFIX] = @FILEPREFIX AND [SUF].[FIELDNAME] = @FIELDNAME /* KEYD-5690 - This fills in the details of the associate on the AUD prompt */ SELECT LTRIM(RTRIM([CAN].[CODE])) AS [Code], ISNULL(LTRIM(RTRIM([CAN].[NAME])), '') AS [Name], ISNULL([AST].[DESCRIPTION], ISNULL([CC].[CONTYPE], [CAN].[TYPE])) AS [Type], ISNULL(@CASECODE, '') AS [CaseCode], [CC].[CONNUM] AS [Sequence] FROM [dbo].[CaseAssociatesNames] AS [CAN] LEFT OUTER JOIN [dbo].[CaseContacts] AS [CC] ON [CAN].[CODE] = [CC].[NAMECODE] AND [CC].[CASECODE] = @CASECODE LEFT OUTER JOIN [dbo].[AssociateTypes] AS [AST] ON ISNULL([CC].[CONTYPE], [CAN].[TYPE]) = [AST].[CODE] WHERE [CAN].[CODE] = @NAMECODE SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_FetchAssociateUDFs', N'P') IS NOT NULL BEGIN DROP PROCEDURE [dbo].[KAAS_FetchAssociateUDFs] END GO CREATE PROCEDURE [dbo].[KAAS_FetchAssociateUDFs] ( @NAMECODE VARCHAR(20)) AS /******************************************************************************************************* * This procedure is used load the data for Edit professional page. * * * * Stored Procedure Name : [dbo].[KAAS_FetchAssociateUDFs] * * Copied from : [dbo].[ky_NETFetchAssociateUDFs] * * * * Modification History : * * 2019-06-03 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON -- Add any missing UDFs to this associate from all of their types ;WITH CTE ([FILEPREFIX], [FIELDNAME]) AS ( SELECT LTRIM(RTRIM(ATU.[FILEPREFIX])), LTRIM(RTRIM(ATU.[FIELDNAME])) FROM [dbo].[AssociateTypeUDFs] AS ATU INNER JOIN [dbo].[AssociateTypes] AS [AT] ON ATU.[TypeCode] = [AT].[CODE] INNER JOIN [dbo].[CaseAssoicatesTypes] AS CAT ON [AT].[CODE] = CAT.[TYPECODE] WHERE LTRIM(RTRIM(CAT.[NAMECODE])) = LTRIM(RTRIM(@NAMECODE)) GROUP BY LTRIM(RTRIM(ATU.[FILEPREFIX])), LTRIM(RTRIM(ATU.[FIELDNAME]))) INSERT INTO [dbo].[AssociateUDF] ( [NameCode], [FilePrefix], [FieldName], [TextValue], [NumberValue], [DateValue]) SELECT @NAMECODE, SUDF.[FILEPREFIX], SUDF.[FIELDNAME], CASE WHEN SUDF.[TYPE] = 'Text' THEN SUDF.[INITIALVALUE] WHEN SUDF.[TYPE] = 'Numeric' AND ISNULL(SUDF.[INITIALVALUE], '') <> '' AND PATINDEX('%[^0-9.]%', SUDF.[INITIALVALUE]) <= 0 THEN SUDF.[INITIALVALUE] ELSE '' END, CASE WHEN SUDF.[TYPE] = 'Numeric' AND ISNULL(SUDF.[INITIALVALUE], '') <> '' AND PATINDEX('%[^0-9.]%', SUDF.[INITIALVALUE]) <= 0 THEN CONVERT(DECIMAL(19, 2), SUDF.[INITIALVALUE]) ELSE 0.00 END, NULL FROM [dbo].[SystemUserDefinedFields] AS SUDF INNER JOIN CTE ON CTE.[FILEPREFIX] = LTRIM(RTRIM(SUDF.[FILEPREFIX])) AND CTE.[FIELDNAME] = LTRIM(RTRIM(SUDF.[FIELDNAME])) LEFT OUTER JOIN [dbo].[AssociateUDF] AS AUD ON AUD.[FilePrefix] = SUDF.[FILEPREFIX] AND AUD.[FieldName] = SUDF.[FIELDNAME] AND AUD.[NameCode] = @NAMECODE WHERE AUD.[Id] IS NULL SELECT AUD.[Id] AS [ID], RTRIM(ISNULL(UDFC.[UDFCategory],'')) AS [GroupName], RTRIM(SUDF.[PROMPT]) AS [Detail], RTRIM(AUD.[DateValue]) AS [DateValue], CASE RTRIM(SUDF.[VALIDATION]) WHEN 'L' THEN RTRIM(ISNULL(AUD.[TextValue],'')) + ' - ' + RTRIM(ISNULL(UDFL.[DESCRIPTION], '')) WHEN 'R' THEN CONVERT(VARCHAR(200), RTRIM(ISNULL(AUD.[TextValue],''))) WHEN 'T' THEN CONVERT(VARCHAR(200), RTRIM(ISNULL(AUD.[TextValue],''))) ELSE CASE RTRIM(SUDF.[TYPE]) WHEN 'Text' THEN AUD.[TextValue] WHEN 'Numeric' THEN CONVERT(VARCHAR(20), CAST(AUD.[NumberValue] AS MONEY ), 1) WHEN 'Date' THEN CONVERT(VARCHAR(20), AUD.[DateValue], 106) ELSE CONVERT(VARCHAR(200), RTRIM(ISNULL(AUD.[TextValue],''))) END END AS [Value], RTRIM(ISNULL(AUD.[NumberValue], 0)) AS [NumberValue], RTRIM(ISNULL(AUD.[TextValue], '')) AS [TextValue], RTRIM(SUDF.[TYPE]) AS [TYPE], RTRIM(SUDF.[FILEPREFIX]) AS [FILEPREFIX], RTRIM(SUDF.[FIELDNAME]) AS [FIELDNAME], RTRIM(ISNULL(SUDF.[UDFCategory], 0)) AS [UDFCategory], ISNULL(RTRIM(LTRIM(UDFC.[UDFCategory])), '') AS [GroupName], SUDF.[DECMIAL] AS [DECIMAL], SUDF.[LENGTH] AS [LENGTH] FROM [dbo].[AssociateUDF] AS AUD INNER JOIN [dbo].[SystemUserDefinedFields] AS SUDF ON AUD.[FilePrefix] = SUDF.[FILEPREFIX] AND AUD.[FieldName] = SUDF.[FIELDNAME] LEFT OUTER JOIN [dbo].[UDFCategory] AS UDFC ON SUDF.[UDFCategory] = UDFC.[ID] LEFT OUTER JOIN [dbo].[UDFLookups] AS UDFL ON AUD.[FieldName] = UDFL.[FIELDNAME] AND AUD.[TextValue] = UDFL.[CODE] WHERE RTRIM(AUD.[NameCode]) = RTRIM(@NAMECODE) ORDER BY AUD.[Id] ASC SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_FetchCaseAssociateEditLoadData' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_FetchCaseAssociateEditLoadData] END GO CREATE PROCEDURE [dbo].[KAAS_FetchCaseAssociateEditLoadData] (@Code VARCHAR(20), @CaseCode VARCHAR(50), @ConType VARCHAR(15), @ConNum INT) AS /**************************************************************************************************************************** * * Description : This sp is used to Fetch Data for Case Associate popup window on Edit * * Stored Procedure Name : Description: This sp is used to Fetch Data for Case Associate popup window on Edit * Copied From : ky_NETFetchCaseAssociateEditLoadData * * Modification History * 2015-01-21 PINO Change NVARCHAR to VARCHAR * various issues with incorrectly processed columns, e.g. * formatting the [DECEASED] column as a DATETIME, and * numeric columns as VARCHAR * Alignment, aliasing and readability improvements * 2015-01-21 ARUN Convert AssigendContact from decimal to nvarchar while fetch. and * if its null then it return empty * 2015-02-03 Praveen Added following field BankName,BankAddress,BankSortCode,BankAccNo,IBan,Bic * 2015-10-01 Sridharan KEYD - 2584 Unable to delete or retire certain Codes and Narratives * 2015-10-15 Sridharan RDJ - 156 -Adding same Associate twice * 2015-11-09 Pino As per ky_NETCaseAssociateFetchAddProfessionalLoadData, we need to Uppercase the type * 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 ticked automatically. * 2016-04-04 Pino KEYD-3483 - Should not be allowed to delete a type when it's been used for any * case. Added a "UsedInCase" column in the second table returned by this SP. * 2016-10-27 Sridharan KEYD-4197: EFT Bank Details Validation on Contact and Case Associate screens * 2018-09-07 Pino KEYD-5401: The company reg no is saving just fine. It's just not retrieve here! * 2019-01-24 Pino KEYD-5503: Add EFTEmailAddress * 2019-02-07 Pino KEYD-5619: Add SOLISCAN and INSISCAN (SOLCODE c.q. INSCODE is a Case Associate Name code) * 2019-07-30 Vindohan Created ky_NETFetchCaseAssociateEditLoadData * ****************************************************************************************************************************/ BEGIN DECLARE @AssCont VARCHAR(100) SET NOCOUNT ON SELECT RTRIM(ISNULL([CAN].[CODE],'')) AS [Code], RTRIM(ISNULL(CONVERT(VARCHAR(18),[CC].[AssignedContact]),'')) AS [AssignedContact], RTRIM(ISNULL([CC].[CASECODE],'')) AS [CaseCode], UPPER(RTRIM(ISNULL([CC].[CONTYPE],''))) 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 [Compnay], 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], ISNULL([CAN].[COURTNO],0) AS [CourtNo], RTRIM(ISNULL([CAN].[COURTAREA],'')) AS [CourtArea], RTRIM(ISNULL([CAN].[TAX],'')) AS [Tax], RTRIM(ISNULL([CAN].[DXREF],'')) AS [DXRef], CASE [CAN].[DOB] WHEN NULL THEN '' ELSE CONVERT(VARCHAR(20),[CAN].[DOB],112) END AS [DOB], RTRIM(ISNULL([CAN].[MARTIALSTATUS], '')) AS [MaritalStatus], CASE [CAN].[MARRIAGEDATE] WHEN NULL THEN '' ELSE CONVERT(VARCHAR(20),[CAN].[MARRIAGEDATE],112) END AS [MarriageDate], RTRIM(ISNULL([CAN].[DECEASED], '')) AS [Deceased], CASE [CAN].[DATESEPARATED] WHEN NULL THEN '' ELSE CONVERT(VARCHAR(20),[CAN].[DATESEPARATED],112) END AS [DateSeparated], CASE [CAN].[DECEASEDDATE] WHEN NULL THEN '' ELSE CONVERT(VARCHAR(20),[CAN].[DECEASEDDATE],112) END AS [DeceasedDate], RTRIM(ISNULL([CAN].[SEPARATED],'')) AS [Separated], RTRIM(ISNULL([CAN].[HOWSEPARATED],'')) AS [HowSeparated], RTRIM(ISNULL([CAN].[OCCUPATION],'')) AS [Occupation], RTRIM(ISNULL([CAN].[SEARCH],'')) AS [Search], ISNULL([CAN].[CONTACTNO],0) 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].[CompanyRegNo],'')) AS [CompanyRegNo], ISNULL([CC].[CONNUM],0) AS [ConNum], RTRIM(ISNULL([CC].[SOLCODE],'')) AS [SolCode], RTRIM(ISNULL([CC].[SOLREF],'')) AS [SolRef], RTRIM(ISNULL([CC].[INSCODE],'')) AS [INSCode], RTRIM(ISNULL([CC].[INSREF],'')) AS [INSRef], RTRIM(ISNULL([CC].[COURTRECORDNO],'')) AS [CourtRecordNo], CASE [CC].[HEARINGDATE] WHEN NULL THEN '' ELSE CONVERT(VARCHAR(20),[CC].[HEARINGDATE],112) END AS [HearingDate], RTRIM(ISNULL([CC].[TIME],'')) AS [Time], RTRIM(ISNULL([CC].[Relationship],'')) AS [Relationship], RTRIM(ISNULL([CC].[Nominated],'')) AS [Nominated], CASE [CC].[CivilSumSDate] WHEN NULL THEN '' ELSE CONVERT(VARCHAR(20),[CC].[CivilSumSDate],112) END AS [CivilSumSDate], CASE [CC].[CivilBillSDate] WHEN NULL THEN '' ELSE CONVERT(VARCHAR(20),[CC].[CivilBillSDate],112) END AS [CivilBillSDate], CASE [CC].[SSumSDate] WHEN NULL THEN '' ELSE CONVERT(VARCHAR(20),[CC].[SSumSDate],112) END AS [SSumSDate], CASE [CC].[InstOrdSDate] WHEN NULL THEN '' ELSE CONVERT(VARCHAR(20),[CC].[InstOrdSDate],112) END AS [InstOrdSDate], CASE [CC].[ComOrdSDate] WHEN NULL THEN '' ELSE CONVERT(VARCHAR(20),[CC].[ComOrdSDate],112) END AS [ComOrdSDate], CASE [CC].[WarrantIssDate] WHEN NULL THEN '' ELSE CONVERT(VARCHAR(20),[CC].[WarrantIssDate],112) END AS [WarrantIssDate], 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], [CC].[IsAssociateOtherSide] AS [IsAssociateOtherSide], [CC].[PUBLISH] AS [Publish] , ISNULL([MC].[Retired], 'N') AS [Retired], ISNULL([CC].[Retired], 'N') AS [CCRetired], ISNULL([CAN].[BankType],'') AS [BankType], RTRIM(ISNULL([CAN].[EFTEmailAddress], '')) AS [EFTEmailAddress], [CC].[SOLISCAN] AS [SOLISCAN], [CC].[INSISCAN] AS [INSISCAN], RTRIM(ISNULL([SOLCAN].[name], '')) AS [SOLName], RTRIM(ISNULL([INSCAN].[name], '')) AS [INSName] FROM [dbo].[CaseContacts] [CC] INNER JOIN [dbo].[CaseAssociatesNames] [CAN] ON [CAN].[CODE] = [CC].[NAMECODE] LEFT OUTER JOIN [dbo].[MiscCodes] [MC] ON [MC].[CDECODE] = [CAN].[MARTIALSTATUS] OUTER APPLY (SELECT TOP 1 [SCAN].[Name] + CASE WHEN RTRIM(ISNULL([SCAN].[Company], '')) = '' THEN '' ELSE ' (' + RTRIM(ISNULL([SCAN].[Company], '')) + ')' END AS [Name] FROM [dbo].[CaseAssociatesNames] [SCAN] WHERE [SCAN].[CODE] = [CC].[SOLCODE]) [SOLCAN] OUTER APPLY (SELECT TOP 1 [ICAN].[Name] + CASE WHEN RTRIM(ISNULL([ICAN].[Company], '')) = '' THEN '' ELSE ' (' + RTRIM(ISNULL([ICAN].[Company], '')) + ')' END AS [Name] FROM [dbo].[CaseAssociatesNames] [ICAN] WHERE [ICAN].[CODE] = [CC].[INSCODE]) [INSCAN] WHERE [CAN].[CODE] = @Code AND [CC].[CASECODE] = @CaseCode AND [CC].[CONTYPE] = @ConType AND [CC].[CONNUM] = @ConNum 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] = @Code SELECT @AssCont = ISNULL([CC].[AssignedContact], 0) FROM [dbo].[CaseContacts] CC WHERE [CC].[NAMECODE] = @Code AND [CC].[CASECODE] = @CaseCode 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].[KEYID] = @AssCont SELECT [CC].[CASECODE] AS [CASECODE], [CC].[CONTYPE] AS [CONTYPE], [CC].[CONNUM] AS [CONNUM], [CC].[NAMECODE] AS [NAMECODE], [CTC].[NAME] AS [NAME], [MAT].[DESCRIPTION] AS [DESCRIPTION] FROM [dbo].[CaseContacts] [CC] LEFT OUTER JOIN [dbo].[matters] [MAT] ON [MAT].[CODE] = [CC].[CASECODE] LEFT OUTER JOIN [dbo].[Contacts] [CTC] ON [CTC].[CODE] = [MAT].[CLIENTCODE] WHERE [CC].[NAMECODE] = @Code ORDER BY [CC].[NAMECODE] ASC, [CC].[CONTYPE] ASC, [CC].[CASECODE] ASC SELECT RTRIM([CT].[NAMECODE]) AS [NAMECODE], RTRIM([CT].[TYPECODE]) AS [BankTypeCode], RTRIM([CT].[TYPECODE]) AS [TYPECODE], RTRIM([CAT].[DESCRIPTION]) AS [SEARCHCODE], CASE WHEN [UIC].[TOTAL] = 0 THEN 'N' ELSE 'Y' END AS [UsedInCase] FROM [dbo].[CaseAssoicatesTypes] [CT] INNER JOIN [dbo].[AssociateTypes] [CAT] ON [CAT].[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] = @Code SET NOCOUNT OFF END GO IF OBJECT_ID(N'[KAAS_FetchCaseAssociateType]',N'P')IS NOT NULL DROP PROCEDURE [KAAS_FetchCaseAssociateType] GO CREATE PROCEDURE [KAAS_FetchCaseAssociateType] ( @NAMECODE VARCHAR(20) = '', @Status INT = 0, @PageNumber INT = NULL, @PageSize INT = NULL, @SearchText VARCHAR(400) = NULL, @SortColumn VARCHAR(50) = NULL, @SortDirection VARCHAR(10) = NULL ) AS /*************************************************************************** Stored Procedure Name : KAAS_FetchCaseAssociateType Copied From : [ky_NETFetchCaseAssociateType] Description: This procedure is used load the data for associate page Popup. 2019-29-07 Vinodhan K Created KAAS_FetchCaseAssociateType ***************************************************************************/ BEGIN SET NOCOUNT ON IF(@SortColumn = '' OR @SortColumn = NULL) BEGIN SET @SortColumn = 'CODE' END IF(@SortDirection = '' OR @SortDirection = NULL) BEGIN SET @SortDirection = 'ASC' END 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(@Status = 1) BEGIN SELECT IDENTITY(INT, 1,1) AS [Row_Number], * INTO #AssociateTableWithCondition FROM (SELECT AssociateTypes.CODE, AssociateTypes.[DESCRIPTION] FROM CaseAssoicatesTypes INNER JOIN AssociateTypes ON CaseAssoicatesTypes.TYPECODE = AssociateTypes.CODE WHERE ( @SearchText IS NULL OR RTRIM(LTRIM(@SearchText)) = '' OR ( [AssociateTypes].[CODE] LIKE '%' + @SearchText + '%' OR [AssociateTypes].[DESCRIPTION] LIKE '%' + @SearchText + '%' ) ) AND (CaseAssoicatesTypes.NAMECODE = @NAMECODE)) AS FoundTable ORDER BY CASE WHEN @SortDirection = 'ASC' THEN CASE WHEN @SortColumn ='CODE' THEN [CODE] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE WHEN @SortColumn ='CODE' THEN [CODE] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE WHEN @SortColumn ='DESCRIPTION' THEN [DESCRIPTION] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE WHEN @SortColumn ='DESCRIPTION' THEN [DESCRIPTION] END END DESC SELECT * FROM #AssociateTableWithCondition WHERE ( @StartRow IS NULL OR ( [Row_Number] BETWEEN @StartRow AND @EndRow ) ) SELECT (COUNT([Row_Number])) As [TotalRecords] FROM #AssociateTableWithCondition END ELSE BEGIN SELECT IDENTITY(INT, 1,1) AS [Row_Number], * INTO #AssociateTable FROM (SELECT AssociateTypes.CODE, AssociateTypes.[DESCRIPTION] FROM AssociateTypes WHERE @SearchText IS NULL OR RTRIM(LTRIM(@SearchText)) = '' OR ( [AssociateTypes].[CODE] LIKE '%' + @SearchText + '%' OR [AssociateTypes].[DESCRIPTION] LIKE '%' + @SearchText + '%' ))AS FoundTable ORDER BY CASE WHEN @SortDirection = 'ASC' THEN CASE WHEN @SortColumn ='CODE' THEN [CODE] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE WHEN @SortColumn ='CODE' THEN [CODE] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE WHEN @SortColumn ='DESCRIPTION' THEN [DESCRIPTION] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE WHEN @SortColumn ='DESCRIPTION' THEN [DESCRIPTION] END END DESC SELECT * FROM #AssociateTable WHERE ( @StartRow IS NULL OR ( [Row_Number] BETWEEN @StartRow AND @EndRow ) ) SELECT (COUNT([Row_Number])) As [TotalRecords] FROM #AssociateTable END SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_FetchCategory',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_FetchCategory] GO CREATE PROCEDURE [dbo].[KAAS_FetchCategory] ( @CatType VARCHAR(6), @Code VARCHAR(10)) /******************************************************************************************************* * * * Stored Procedure Name : [dbo].[KAAS_FetchCategory] * * Copied from : NA * * * * Modification History : * * 2019-04-22 Vinodhan K Created * *******************************************************************************************************/ AS BEGIN SET NOCOUNT ON SELECT RTRIM(CategoryType) AS [CategoryType], RTRIM([Description]) AS [Description] FROM CategoryType SELECT RTRIM(Code) AS [Code], RTRIM(Desc$) AS [Description] FROM Category WHERE CatType = @CatType SELECT RTRIM(Cattype) AS [CatType], RTRIM(Code) AS [Code], RTRIM(Desc$) AS [Description], RTRIM(Prompt1) AS [Prompt1], RTRIM(Prompt2) AS [Prompt2], RTRIM(Prompt3) AS [Prompt3], RTRIM(Prompt4) AS [Prompt4], RTRIM(Prompt5) AS [Prompt5], RTRIM(Prompt6) AS [Prompt6], RTRIM(Prompt7) AS [Prompt7], RTRIM(Prompt8) AS [Prompt8], RTRIM(Prompt9) AS [Prompt9], RTRIM(Prompt10) AS [Prompt10] FROM Category WHERE CatType = @CatType AND Code = @Code SET NOCOUNT OFF END GO IF OBJECT_ID(N'[KAAS_FetchCategoryDetails]',N'P')IS NOT NULL DROP PROCEDURE [KAAS_FetchCategoryDetails] GO CREATE PROCEDURE [KAAS_FetchCategoryDetails] (@ClientCode VARCHAR(10)) /******************************************************************************************************* * This procedure is used load the Data in Client page Category Grid. * * * * Stored Procedure Name : [dbo].[KAAS_FetchCategoryDetails] * * Copied from : [dbo].[ky_NETCONFetchCategoryDetails] * * * * Modification History : * * 2019-04-13 Vinodhan K Created * *******************************************************************************************************/ AS BEGIN SET NOCOUNT ON SELECT C.CONTACT, C.CATEGORYTYPE Code, C.CATEGORY CategoryType, C.[DATE], C.RECORDID, D.Desc$ [CDescription], A.[Description], C.FIELDVALUE1, C.FIELDVALUE2, C.FIELDVALUE3, C.FIELDVALUE3, C.FIELDVALUE4 , C.FIELDVALUE5 , C.FIELDVALUE6, C.FIELDVALUE7, C.FIELDVALUE8, C.FIELDVALUE9, C.FIELDVALUE10 FROM ContactCategories C LEFT JOIN Category D ON D.CatType = C.CATEGORYTYPE LEFT JOIN CategoryType A ON A.CategoryType = C.CATEGORYTYPE WHERE CONTACT = @ClientCode AND C.CATEGORYTYPE = D.CatType AND C.CATEGORY = D.Code SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = 'KAAS_FetchChequeRequisitionLog' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_FetchChequeRequisitionLog] END GO CREATE PROCEDURE [dbo].[KAAS_FetchChequeRequisitionLog] ( @ID INT) AS /************************************************************* * * Fetches the log for a cheque requisition * * Stored Procedure Name : KAAS_FetchChequeRequisitionLog * Copied From : ky_NETFetchChequeRequisitionLog * Modification History * 2017-07-13 John Created * 2019-08-06 Vinodhan Created * *************************************************************/ BEGIN SELECT [ID], [User], [ActionDate], [Action], [Date], [Bank], [Matter], [ClientCode], [Nominal], [Value], [Narrative], [LedgerNarrative], [Payee], [Notes], [FeeEarner], [ThirdParty], [Supplier], [OutlayCode], [PayClient], [EFTYorN], [OnceOffPayment], [CaseAssociateCode] FROM [dbo].[ChequeRequisitionLog] AS CRL WHERE CRL.[ID] = @ID END GO IF OBJECT_ID(N'[KAAS_FetchClientChargeOutRates]',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_FetchClientChargeOutRates] GO CREATE PROCEDURE [dbo].[KAAS_FetchClientChargeOutRates] (@ClientCode VARCHAR(20), @IncludeRetired CHAR(1) = 'Y' ) AS /******************************************************************************************************* * This procedure is used to fetch Clinet Charge out Rates. * * * * Stored Procedure Name : [dbo].[KAAS_FetchClientChargeOutRates] * * Copied from : [dbo].[ky_NETCONFetchClientChargeOutRates] * * * * Modification History : * * 2019-04-13 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON --Client Charge out rate Indicator SELECT A.RECORDID, A.CLIENTCODE, A.FECODE, A.RATE, A.EFFECTIVEDATE, COALESCE(H.Name, H.Name, A.fecode) AS FeeEarnerName, (CASE WHEN ISNULL(H.Retired,'N') = 'Y' THEN ISNULL(H.Retired,'N') ELSE ISNULL(Hg.RETIRED,'N') END) AS IsRetired FROM ClientChargeOutRates A LEFT JOIN Handlers H on H.Code = A.FeCode LEFT JOIN HandlerChargeGroups Hg on Hg.Code = A.FeCode WHERE A.CLIENTCODE = @ClientCode and (@IncludeRetired = 'Y' OR ISNULL(H.Retired, 'N') <> 'Y' or ISNULL(Hg.Retired, 'N') <> 'Y') SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_FetchClientContactCategories',N'P')IS NOT NULL DROP PROCEDURE KAAS_FetchClientContactCategories GO CREATE PROCEDURE KAAS_FetchClientContactCategories ( @ClientCode VARCHAR(10), @ContactNum INT ) AS /******************************************************************************************************* * This procedure is used to fetch client contact categories. * * * * * * Stored Procedure Name : [dbo].[KAAS_FetchClientContactCategories] * * Copied from : [dbo].[ky_NETCONFetchClientContactCategories] * * * * Modification History : * * 2019-04-13 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON SELECT CC.[CategoryType] as [CTCode], CT.[Description] AS [CTDescription], CC.[Category] as [CCode], C.[Desc$] AS [CDescription], CC.[Date] as [Date], CC.[FieldValue1] As [Prompt1], CC.[FieldValue2] AS [Prompt2], CC.[FieldValue3] AS [Prompt3], CC.[FieldValue4] AS [Prompt4], CC.[FieldValue5] AS [Prompt5], CC.[FieldValue6] AS [Prompt6], CC.[FieldValue7] AS [Prompt7], CC.[FieldValue8] AS [Prompt8], CC.[FieldValue9] AS [Prompt9], CC.[FieldValue10] AS [Prompt10], Cc.ContactNum AS [ContactNum], ROW_NUMBER() over (order by Cc.ContactNum ) AS RowNumber, CC.CCCategoryId as [CatId] FROM ClientContactCategories CC LEFT JOIN CategoryType CT on CT.CategoryType = CC.CategoryType LEFT JOIN Category C on C.Code = CC.Category and CT.CategoryType = C.CatType WHERE ClientCode = @ClientCode AND ContactNum = @ContactNum SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_FetchConfigurationSettings',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_FetchConfigurationSettings] GO CREATE PROCEDURE [dbo].[KAAS_FetchConfigurationSettings] AS /******************************************************************************************************* * This Stored procedure is used to fetch Configuration settings. * * * * Stored Procedure Name : [dbo].[KAAS_FetchConfigurationSettings] * * Copied from : [dbo].[ky_NETSYSCONFetchConfigurationSettings7] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON DECLARE @PrecedentFolder VARCHAR(200) declare @StorageMethod VARCHAR(10) DECLARE @WpFolder VARCHAR(200) DECLARE @EmailOn VARCHAR(2) DECLARE @AllowMultipleDraftBills VARCHAR(2) DECLARE @SolicitorCategoryType VARCHAR(10) DECLARE @OtherPartyCategoryType VARCHAR(10) DECLARE @SupplierCategoryType VARCHAR(10) DECLARE @DefaultVATCode VARCHAR(3) DECLARE @EstFeeRequiredAtMatterStartup bit DECLARE @ExpInvoiceDateRequiredAtMatterStartup bit DECLARE @BranchRequired BIT DECLARE @WIPWarningLimit DECIMAL(18,2) DECLARE @DebtorWarningDaysLimit INT DECLARE @LastActionMonth INT DECLARE @LockupValue DECIMAL(18,2) DECLARE @ShowAlarm BIT DECLARE @IsSplitCheque VARCHAR(1) DECLARE @IsHideCheque VARCHAR(1) DECLARE @IsHideClient VARCHAR(1) DECLARE @IsNewDocSearch VARCHAR(1) DECLARE @IsAdestLink VARCHAR(1) DECLARE @IsPostReq VARCHAR(1) DECLARE @IsCaseBooks VARCHAR(1) DECLARE @IsAxxiaLinks VARCHAR(1) DECLARE @IsEnquiry VARCHAR(1) DECLARE @IsTimeCosting VARCHAR(1) DECLARE @IsBilling VARCHAR(1) DECLARE @IsChqueReq VARCHAR(1) DECLARE @IsClientReq VARCHAR(1) DECLARE @IsCaseMan VARCHAR(1) DECLARE @MaxClientCode VARCHAR(2) DECLARE @MaxMatterCode VARCHAR(2) DECLARE @LKVALUE VARCHAR(30) DECLARE @IsSAM4 BIT DECLARE @TUTNUMVALUE DECIMAL(17, 2) DECLARE @DELETEACTION BIT DECLARE @DELETEOTHERACTION BIT DECLARE @SDLTPath VARCHAR(500) DECLARE @UseTeamLeader VARCHAR(10) DECLARE @DocumentSyncVisible VARCHAR(10) DECLARE @CompositeBilling VARCHAR(10) DEClARE @EnableDictation VARCHAR(10) DECLARE @ExportReportsToLegacyFormats VARCHAR(10) DECLARE @TopBarMatterDetails VARCHAR(10) DECLARE @TopBarRef1 VARCHAR(10) DECLARE @TopBarRef2 VARCHAR(10) DECLARE @TopBarRef3 VARCHAR(10) DECLARE @TopBarYourRef VARCHAR(10) DECLARE @TopBarOldRef VARCHAR(10) DECLARE @TopBarRecordNo VARCHAR(10) SET @IsSAM4 = [dbo].[ISSAM4]() DECLARE @TimeDaybookLimit VARCHAR(100) DECLARE @OSInvoiceLimit VARCHAR(100) DECLARE @CurrentWIPLimit VARCHAR(100) DECLARE @DraftInvoiceLimit VARCHAR(100) DECLARE @RoundupUnits BIT DECLARE @AllowAssignToClosed BIT DECLARE @AllowAnimation BIT DECLARE @EmailUserName VARCHAR(100) DECLARE @EmailPassword VARCHAR(25) DECLARE @EmailSMTP VARCHAR(25) DECLARE @EmailPort VARCHAR(7) DECLARE @EmailEnableSSL BIT DECLARE @EmailUseDefaultCredentials BIT DECLARE @StrongRoomAdminEmail VARCHAR(100) DECLARE @StrongRoomAdmin VARCHAR(20) DECLARE @FileNoLabelText VARCHAR(20) DECLARE @DeleteAttachment BIT DECLARE @ReadyonlyAttachment BIT DECLARE @ShowAddAssociates BIT DECLARE @AddAssociatesDefaultValue VARCHAR(50) DECLARE @ChargeOutRateCheck BIT DECLARE @NotAllowMultipleDraftBill BIT DECLARE @EnablePaymentReceipt BIT DECLARE @EnableDestroyMatter BIT DECLARE @PrintLedgerVisibility BIT DECLARE @EnableP4WLink BIT DECLARE @P4WProgramPath VARCHAR(200) DECLARE @P4WPattern VARCHAR(200) DECLARE @PrintLedgerOutlayCode VARCHAR(5) DECLARE @DefaultReceiptBank VARCHAR(20) DECLARE @AMLRequiredForTime BIT DECLARE @EnablePFChequeProcess BIT DECLARE @DefaultChequeRequestActionAssignee VARCHAR(20) SET @EmailEnableSSL = 0 SET @EmailUseDefaultCredentials = 0 -- Default Values SET @WIPWarningLimit = 0 SET @DebtorWarningDaysLimit = 0 SET @LastActionMonth = 0 SET @DebtorWarningDaysLimit = '0' SET @TimeDaybookLimit = '0' SET @OSInvoiceLimit = '0' SET @CurrentWIPLimit = '0' SET @DraftInvoiceLimit = '0' SET @RoundupUnits = 0 SET @AllowAssignToClosed = 0 IF @IsSAM4 = 0 BEGIN SET @MaxClientCode = '6' SET @MaxMatterCode = '4' END ELSE BEGIN SET @MaxClientCode = '8' SET @MaxMatterCode = '8' END SET @LockupValue = 0 SET @ShowAlarm = 0 SET @EstFeeRequiredAtMatterStartup = 0 SET @ExpInvoiceDateRequiredAtMatterStartup = 0 SET @BranchRequired = 0 SET @DELETEACTION = 0 SET @DELETEOTHERACTION = 0 SET @DeleteAttachment = 1 SET @AllowAnimation = 'False' SET @ReadyonlyAttachment = 0 SET @ShowAddAssociates = 0 SET @AddAssociatesDefaultValue = '' SET @ChargeOutRateCheck = 0 SET @NotAllowMultipleDraftBill = 1 SET @UseTeamLeader = 'False' SET @DocumentSyncVisible = 'False' SET @CompositeBilling = 'N' SET @EnableDictation = 'False' SET @ExportReportsToLegacyFormats = 'False' SET @EnablePaymentReceipt = 'False' SET @EnableDestroyMatter = 'False' SET @PrintLedgerVisibility = 'False' SET @EnableP4WLink = 'False' SET @P4WProgramPath = '' SET @P4WPattern = '(?![\w\d]+)[\D\W\S]{1}(?=\d+)' -- This might be hard coded, but it's the initial format SET @PrintLedgerOutlayCode = '' SET @AMLRequiredForTime = 0 SET @TopBarMatterDetails = 'False' SET @TopBarRef1 = 'False' SET @TopBarRef2 = 'False' SET @TopBarRef3 = 'False' SET @TopBarYourRef = 'False' SET @TopBarOldRef = 'False' SET @TopBarRecordNo = 'False' SET @DefaultReceiptBank = '' SET @EnablePFChequeProcess = 'False' SET @DefaultChequeRequestActionAssignee = '' --And try get them from the database. If not present, default values will remain intact. SELECT @WIPWarningLimit = CASE WHEN [SET].[KeyName] = 'EstFeeWarningLimit' THEN [SET].[KeyValue] ELSE @WIPWarningLimit END, @DebtorWarningDaysLimit = CASE WHEN [SET].[KeyName] = 'DebtorWarningDaysLimit' THEN [SET].[KeyValue] ELSE @DebtorWarningDaysLimit END, @MaxClientCode = CASE WHEN [SET].[KeyName] = 'MaxClCode' THEN [SET].[KeyValue] ELSE @MaxClientCode END, @MaxMatterCode = CASE WHEN [SET].[KeyName] = 'MaxMatNum' THEN [SET].[KeyValue] ELSE @MaxMatterCode END, @LockupValue = CASE WHEN [SET].[KeyName] = 'LockupUpValue' THEN [SET].[KeyValue] ELSE @LockupValue END, @ShowAlarm = CASE WHEN [SET].[KeyName] = 'ShowAlarm' THEN [SET].[KeyValue] ELSE @ShowAlarm END, @EstFeeRequiredAtMatterStartup = CASE WHEN [SET].[KeyName] = 'EstFeeRequiredatMatterSetup' THEN [SET].[KeyValue] ELSE @EstFeeRequiredAtMatterStartup END, @ExpInvoiceDateRequiredAtMatterStartup = CASE WHEN [SET].[KeyName] = 'ExpInvoiceDateRequiredatMatterSetup' THEN [SET].[KeyValue] ELSE @ExpInvoiceDateRequiredAtMatterStartup END, @LastActionMonth = CASE WHEN [SET].[KeyName] = 'LastActionMonth' THEN [SET].[KeyValue] ELSE @LastActionMonth END, @TimeDaybookLimit = CASE WHEN [SET].[KeyName] = 'TimeDayBookLimit' THEN [SET].[KeyValue] ELSE @TimeDaybookLimit END, @OSInvoiceLimit = CASE WHEN [SET].[KeyName] = 'OSInvoiceLimit' THEN [SET].[KeyValue] ELSE @OSInvoiceLimit END, @CurrentWIPLimit = CASE WHEN [SET].[KeyName] = 'CurrentWIPLimit' THEN [SET].[KeyValue] ELSE @CurrentWIPLimit END, @DraftInvoiceLimit = CASE WHEN [SET].[KeyName] = 'DraftInvoiceLimit' THEN [SET].[KeyValue] ELSE @DraftInvoiceLimit END, @RoundupUnits = CASE WHEN [SET].[KeyName] = 'RoundupUnits' THEN [SET].[KeyValue] ELSE @RoundupUnits END, @AllowAssignToClosed = CASE WHEN [SET].[KeyName] = 'AllowAssignToClosed' THEN [SET].[KeyValue] ELSE @AllowAssignToClosed END, @DELETEACTION = CASE WHEN [SET].[KeyName] = 'AllowToDeleteAction' THEN [SET].[KeyValue] ELSE @DELETEACTION END, @DELETEOTHERACTION = CASE WHEN [SET].[KeyName] = 'AllowToDeleteOtherAction' THEN [SET].[KeyValue] ELSE @DELETEOTHERACTION END, @AllowAnimation = CASE WHEN [SET].[KeyName] = 'AllowAnimation' THEN [SET].[KeyValue] ELSE @AllowAnimation END, @EmailUserName = CASE WHEN [SET].[KeyName] = 'EmailUserName' THEN [SET].[KeyValue] ELSE @EmailUserName END, @EmailPassword = CASE WHEN [SET].[KeyName] = 'EmailPassword' THEN [SET].[KeyValue] ELSE @EmailPassword END, @EmailSMTP = CASE WHEN [SET].[KeyName] = 'EMailSMTP' THEN [SET].[KeyValue] ELSE @EmailSMTP END, @EmailPort = CASE WHEN [SET].[KeyName] = 'EmailPort' THEN [SET].[KeyValue] ELSE @EmailPort END, @EmailEnableSSL = CASE WHEN [SET].[KeyName] = 'EmailEnableSSL' THEN [SET].[KeyValue] ELSE @EmailEnableSSL END, @EmailUseDefaultCredentials = CASE WHEN [SET].[KeyName] = 'EmailUseDefaultCredentials' THEN [SET].[KeyValue] ELSE @EmailUseDefaultCredentials END, @StrongRoomAdminEmail = CASE WHEN [SET].[KeyName] = 'StrongRoomAdminEmail' THEN [SET].[KeyValue] ELSE @StrongRoomAdminEmail END, @StrongRoomAdmin = CASE WHEN [SET].[KeyName] = 'StrongRoomAdmin' THEN [SET].[KeyValue] ELSE @StrongRoomAdmin END, @FileNoLabelText = CASE WHEN [SET].[KeyName] = 'FileNoLabelText' THEN [SET].[KeyValue] ELSE @FileNoLabelText END, @DeleteAttachment =CASE WHEN [SET].[KeyName] = 'AllowToDeleteActionAttachment' THEN [SET].[KeyValue] ELSE @DeleteAttachment END, @SDLTPath =CASE WHEN [SET].[KeyName] = 'SDLTGlobalPath' THEN [SET].[KeyValue] ELSE '' END, @BranchRequired =CASE WHEN [set].[KeyName]='NewCaseWizardBranch' THEN [SET].[KeyValue] ELSE @BranchRequired END, @ReadyonlyAttachment =CASE WHEN [set].[KeyName]='MakeFileReadonlyWhenComplete' THEN [SET].[KeyValue] ELSE @ReadyonlyAttachment END, @ShowAddAssociates =CASE WHEN [set].[KeyName] = 'ShowAddAssociates' THEN [SET].[KeyValue] ELSE @ShowAddAssociates END, @AddAssociatesDefaultValue =CASE WHEN [set].[KeyName] = 'AddAssociatesDefaultValue' THEN [SET].[KeyValue] ELSE @AddAssociatesDefaultValue END, @ChargeOutRateCheck = CASE WHEN [SET].[KeyName] = 'ChargeOutRateCheck' THEN [SET].[KeyValue] ELSE @ChargeOutRateCheck END, @NotAllowMultipleDraftBill = CASE WHEN [SET].[KeyName] = 'NotAllowMulipleDraftBill' THEN [SET].[KeyValue] ELSE @NotAllowMultipleDraftBill END, @UseTeamLeader = CASE WHEN [SET].[KeyName] = 'UseTeamLeader' THEN [SET].[KeyValue] ELSE @UseTeamLeader END, @DocumentSyncVisible = CASE WHEN [SET].[KeyName] = 'DocumentSyncVisible' THEN [SET].[KeyValue] ELSE @DocumentSyncVisible END, @CompositeBilling = CASE WHEN [SET].[KeyName] = 'CompositeBilling' THEN [SET].[KeyValue] ELSE @CompositeBilling END, @EnableDictation = CASE WHEN [SET].[KeyName] = 'EnableDictation' THEN [SET].[KeyValue] ELSE @EnableDictation END, @ExportReportsToLegacyFormats = CASE WHEN [SET].[KeyName] = 'ExportReportsToLegacyFormats' THEN [SET].[KeyValue] ELSE @ExportReportsToLegacyFormats END, @EnablePaymentReceipt = CASE WHEN [SET].[KeyName] = 'EnablePaymentReceipt' THEN [SET].[KeyValue] ELSE @EnablePaymentReceipt END, @EnableDestroyMatter = CASE WHEN [SET].[KeyName] = 'EnableDestroyMatter' THEN [SET].[KeyValue] ELSE @EnableDestroyMatter END, @PrintLedgerVisibility = CASE WHEN [SET].[KeyName] = 'PrintLedgerVisibility' THEN [SET].[KeyValue] ELSE @PrintLedgerVisibility END, @EnableP4WLink = CASE WHEN [SET].[KeyName] = 'EnableP4WLink' THEN [SET].[KeyValue] ELSE @EnableP4WLink END, @P4WProgramPath = CASE WHEN [SET].[KeyName] = 'P4WProgramPath' THEN [SET].[KeyValue] ELSE @P4WProgramPath END, @P4WPattern = CASE WHEN [SET].[KeyName] = 'P4WPattern' THEN [SET].[KeyValue] ELSE @P4WPattern END, @PrintLedgerOutlayCode = CASE WHEN [SET].[KeyName] = 'PrintLedgerOutlayCode' THEN LEFT([SET].[KeyValue], 5) ELSE @PrintLedgerOutlayCode END, @AMLRequiredForTime = CASE WHEN [SET].[KeyName] = 'AMLRequiredForTime' THEN LEFT([SET].[KeyValue], 5) ELSE @AMLRequiredForTime END, @TopBarMatterDetails = CASE WHEN [SET].[KeyName] = 'TopBarMatterDetails' THEN [SET].[KeyValue] ELSE @TopBarMatterDetails END, @TopBarRef1 = CASE WHEN [SET].[KeyName] = 'TopBarRef1' THEN [SET].[KeyValue] ELSE @TopBarRef1 END, @TopBarRef2 = CASE WHEN [SET].[KeyName] = 'TopBarRef2' THEN [SET].[KeyValue] ELSE @TopBarRef2 END, @TopBarRef3 = CASE WHEN [SET].[KeyName] = 'TopBarRef3' THEN [SET].[KeyValue] ELSE @TopBarRef3 END, @TopBarYourRef = CASE WHEN [SET].[KeyName] = 'TopBarYourRef' THEN [SET].[KeyValue] ELSE @TopBarYourRef END, @TopBarOldRef = CASE WHEN [SET].[KeyName] = 'TopBarOldRef' THEN [SET].[KeyValue] ELSE @TopBarOldRef END, @TopBarRecordNo = CASE WHEN [SET].[KeyName] = 'TopBarRecordNo' THEN [SET].[KeyValue] ELSE @TopBarRecordNo END, @DefaultReceiptBank = CASE WHEN [SET].[KeyName] = 'DefaultPaymentReceiptBank' THEN [SET].[KeyValue] ELSE @DefaultReceiptBank END, @EnablePFChequeProcess = CASE WHEN [SET].[KeyName] = 'PFChequeProcess' THEN [SET].[KeyValue] ELSE @EnablePFChequeProcess END, @DefaultChequeRequestActionAssignee = CASE WHEN [SET].[KeyName] = 'DefaultChequeRequestActionAssignee' THEN [SET].[KeyValue] ELSE @DefaultChequeRequestActionAssignee END FROM [dbo].[Settings] [SET] --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 --PINO 2015-02-24 replaced 9 select statements with single one above. --SET @WIPWarningLimit = (SELECT KeyValue FROM Settings WHERE KeyName='EstFeeWarningLimit') --SET @DebtorWarningDaysLimit = (SELECT KeyValue FROM Settings WHERE KeyName='DebtorWarningDaysLimit') --SET @LastActionMonth = (SELECT KeyValue FROM Settings WHERE KeyName='LastActionMonth') --SET @MaxClientCode = (SELECT KeyValue FROM Settings WHERE KeyName='MaxClCode') --SET @MaxMatterCode = (SELECT KeyValue FROM Settings WHERE KeyName='MaxMatNum') --SET @LKVALUE = (SELECT KeyValue FROM Settings WHERE KeyName='LockupUpValue') --SET @LockupValue = CONVERT(DECIMAL(18,2),@LKVALUE) --SET @ShowAlarm = (SELECT KeyValue FROM Settings WHERE KeyName='ShowAlarm') --SET @ShowAlarm = ISNULL(@ShowAlarm, 0) --SET @EstFeeRequiredAtMatterStartup = (SELECT ISNULL(KeyValue, 'False') FROM Settings WHERE KeyName='EstFeeRequiredatMatterSetup') --SET @EstFeeRequiredAtMatterStartup = ISNULL(@EstFeeRequiredAtMatterStartup, 0) --SET @ExpInvoiceDateRequiredAtMatterStartup = (SELECT ISNULL(KeyValue, 'False') FROM Settings WHERE KeyName='ExpInvoiceDateRequiredatMatterSetup') --SET @ExpInvoiceDateRequiredAtMatterStartup = ISNULL(@ExpInvoiceDateRequiredAtMatterStartup, 0) SET @SolicitorCategoryType = (SELECT TOP 1 CatType FROM Category where Code = (select TOP 1 Solicitor from [control] )) SET @OtherPartyCategoryType = (SELECT TOP 1 CatType FROM Category where Code = (select TOP 1 Othparty from [control] )) SET @SupplierCategoryType = (SELECT TOP 1 CatType FROM Category where Code = (select TOP 1 SupplierCategory from [control] )) SELECT @PrecedentFolder= ScprecedentFolder, @StorageMethod= Storagemethod, @WpFolder=ScWpFolder, @EmailOn=EmailOn FROM systemConfig --Allow Multiple Draft Bills SELECT @AllowMultipleDraftBills = Indicator5, @DefaultVATCode = REQUESTER , @IsSplitCheque =SPLITCHEQUES , @IsHideCheque = INDICATOR3 , @IsHideClient = INDICATOR4 , @IsNewDocSearch = INDICATOR6 , @IsAdestLink = INDICATOR7 , @IsPostReq = INDICATOR8 , @IsCaseBooks = INDICATOR9 , @IsAxxiaLinks = INDICATOR10 , @IsEnquiry = ENQUIRY , @IsTimeCosting = TIMECOSTING , @IsBilling = BILLING , @IsChqueReq = CHEQUEREQ , @IsClientReq = CLIENTREQ , @IsCaseMan = CASEMAN FROM DEsktopControl SELECT Name, Vatno, Debtors, Creditor, Outlay, VAT, PL, Client, FeesWriteOff, OutlayWriteOff, BillsWriteOff, DefaultOfficeAc, DefaultClientAc, DefaultClientDEP, MiscOutlay, PettyCash, WithTax, [YEAR], [CurPer], Outlaybudget, LastBill, VatExclude, DefaultVAT, FeeExclude, MiscFe, EnableFNL, 'VAT' as VAT, AlarmStartupLaunch AS LaunchAlarmSystemAtStartup, 'ReserveLedger' as ReserveLedger, UserPrompt1, userPrompt2 AS UserPrompt2, UserPrompt3, Solicitor, Othparty, SupplierCategory, DefaultCategory, AutoNumber, AutoAlphaClientNumbering, ThirdPartyLimit, DateFutValidation, DatePastValidation, NextFile, ClosedFileNo, ChequePrinting, EnableCP, EIConvert, @PrecedentFolder as PrecedentFolder, @StorageMethod as StorageMethod, @WpFolder as WPFolder, DocumentNamingMethod as DocumentNamingMethod, @EmailOn as EmailOn, @AllowMultipleDraftBills as AllowMultipleDraftBills, @SolicitorCategoryType as SolicitorCategory, @OtherPartyCategoryType as OtherPartyCategory, @SupplierCategoryType as SupplierCategoryType, @DefaultVATCode as DefaultVATCode, @WIPWarningLimit AS WIPWarningLimit, @DebtorWarningDaysLimit as DebtorWarningDaysLimit, @LastActionMonth as LastActionMonth, CONVERT(DECIMAL(18,2),@LockupValue) as LockupValue, @ShowAlarm as ShowAlarm, @EstFeeRequiredAtMatterStartup as EstFeeRequiredAtMatterStartup, @ExpInvoiceDateRequiredAtMatterStartup as ExpInvoiceDateRequiredAtMatterStartup, ENABLECDB, ENABLEDW, ENABLEFM, RECINSTALLED, NOBAR, WORDPERFECT, OPSISLINK, TIMECOSTING, FORCEFE, UK, USEOUTLAYTYPE, PENDINGOUTLAY, INDICATOR18, INDICATOR19, INDICATOR20, DEMOEXPIRE, MAXNUMBEROFMATTERS, LABELPRINTER, YEARENDCOMPLETED, INDICATOR22, INDICATOR23, INDICATOR24, INDICATOR25, INDICATOR26, INDICATOR27, INDICATOR28, INDICATOR29, INDICATOR30, FEESREPSEQ, @IsSplitCheque AS [SplitCheque], @IsHideCheque AS [HideCheque], @IsHideClient AS [HideClient], @IsNewDocSearch AS [NewDocSearch], @IsAdestLink AS [AdestLink], @IsPostReq AS [IsPostReq], @IsCaseBooks AS [IsCaseBook], @IsAxxiaLinks AS [AxxiaLinks], @IsEnquiry AS [Enquiry], @IsTimeCosting AS [DOTimeCosting], @IsBilling AS [Billing], @IsChqueReq AS [IsChequeReq], @IsClientReq AS [IsClientReq], @IsCaseMan AS [CaseMan], AUTONUMBER AS [AutoNumber], ISNULL(@MaxClientCode,6) AS [MaxClientCode], ISNULL(@MaxMatterCode,4) AS [MaxMatterCode], YourRef AS [YourRef], @DELETEACTION AS [DeleteAction], @DELETEOTHERACTION AS [DeleteOtherAction], @AllowAnimation AS [AllowAnimation], @EmailUserName AS [EmailUserName], @EmailPassword AS [EmailPassword], @EmailSMTP AS [EmailSMTP], @EmailPort AS [EmailPort], @EmailEnableSSL AS [EmailEnableSSL], @EmailUseDefaultCredentials AS [UseDefaultCredentials], @StrongRoomAdminEmail AS [StrongRoomAdminEmail], @StrongRoomAdmin AS [StrongRoomAdmin], ISNULL(@FileNoLabelText,'File No') AS [FileNoLabelText], @DeleteAttachment AS [DeleteAttachement], ISNULL(@SDLTPath,'') AS [SDLTPath], @BranchRequired AS [BranchRequired], @ReadyonlyAttachment AS [ReadyonlyAttachment], @ShowAddAssociates AS [ShowAddAssociates], @AddAssociatesDefaultValue AS [AddAssociatesDefaultValue], @ChargeOutRateCheck AS [ChargeOutRateCheck], @NotAllowMultipleDraftBill AS [NotAllowMutlipleDraftBill], @UseTeamLeader AS [UseTeamLeader], @DocumentSyncVisible AS [DocumentSyncVisible], @CompositeBilling AS [CompositeBilling], @EnableDictation AS [EnableDictation], @ExportReportsToLegacyFormats AS [ExportReportsToLegacyFormats], @EnablePaymentReceipt AS [EnablePaymentReceipt], @EnableDestroyMatter AS [EnableDestroyMatter], @PrintLedgerVisibility AS [PrintLedgerVisibility], @EnableP4WLink AS [EnableP4WLink], @P4WProgramPath AS [P4WProgramPath], @P4WPattern AS [P4WPattern], @PrintLedgerOutlayCode AS [PrintLedgerOutlayCode], @AMLRequiredForTime AS [AMLRequiredForTime], @TopBarMatterDetails AS TopBarMatterDetails, @TopBarRef1 AS TopBarRef1, @TopBarRef2 AS TopBarRef2, @TopBarRef3 AS TopBarRef3, @TopBarYourRef AS TopBarYourRef, @TopBarOldRef AS TopBarOldRef, @TopBarRecordNo AS TopBarRecordNo, @DefaultReceiptBank AS [DefaultPaymentReceiptBank], @EnablePFChequeProcess AS [EnablePFChequeProcess], @DefaultChequeRequestActionAssignee AS [DefaultChequeRequestActionAssignee] FROM [dbo].[CONTROL] SELECT @TimeDaybookLimit AS [TimeDayBookLimit], @OSInvoiceLimit AS [OSInvoiceLimit], @CurrentWIPLimit AS [CurrentWIPLimit], @DraftInvoiceLimit AS [DraftInvoiceLimit], @RoundupUnits AS [RoundupUnits], @AllowAssignToClosed AS [AllowAssignToClosed], @TUTNUMVALUE AS [MinutesPerUnit] --fetch revenue details --fetch revenue details --KEYD-1166.... AGAIN.... DECLARE @CLIENTNO1 VARCHAR(20) DECLARE @CLIENTNO2 VARCHAR(20) DECLARE @CLIENTNO3 VARCHAR(20) DECLARE @ClientGroup VARCHAR(10) DECLARE @HoldDays VARCHAR(10) DECLARE @Team VARCHAR(10) DECLARE @FE VARCHAR(10) DECLARE @Dept VARCHAR(10) DECLARE @WorkType VARCHAR(10) DECLARE @LastOutlay VARCHAR(50) DECLARE @CasePlan VARCHAR(10) DECLARE @NewReferral VARCHAR(50) DECLARE @AmdReferral VARCHAR(50) DECLARE @RejReferral VARCHAR(50) DECLARE @MandateNo VARCHAR(50) DECLARE @SolicitorNo VARCHAR(50) DECLARE @BankAcc VARCHAR(50) DECLARE @ClaimSystemEnabled VARCHAR(10) DECLARE @EFTSheriffBankName VARCHAR(100) DECLARE @EFTSheriffSortCode VARCHAR(100) DECLARE @EFTSheriffAccountNumber VARCHAR(100) DECLARE @EFTSheriffIBAN VARCHAR(100) DECLARE @EFTSheriffBIC VARCHAR(100) DECLARE @EFTSheriffOriginalIDNumber VARCHAR(100) DECLARE @EFTPayeeBankName VARCHAR(100) DECLARE @EFTPayeeSortCode VARCHAR(100) DECLARE @EFTPayeeAccountNumber VARCHAR(100) DECLARE @EFTPayeeIBAN VARCHAR(100) DECLARE @EFTPayeeBIC VARCHAR(100) --KEYD-1166.... AGAIN.... SELECT @CLIENTNO1 = '', @CLIENTNO2 = '', @CLIENTNO3 = '', @ClientGroup = '', @HoldDays = '', @Team = '', @FE = '', @Dept = '', @WorkType = '', @LastOutlay = '', @CasePlan = '', @NewReferral = '', @AmdReferral = '', @RejReferral = '', @MandateNo = '', @SolicitorNo = '', @BankAcc = '', @ClaimSystemEnabled = 'False', @EFTSheriffBankName = '', @EFTSheriffSortCode = '', @EFTSheriffAccountNumber = '', @EFTSheriffIBAN = '', @EFTSheriffBIC = '', @EFTSheriffOriginalIDNumber = '', @EFTPayeeBankName = '', @EFTPayeeSortCode = '', @EFTPayeeAccountNumber = '', @EFTPayeeIBAN = '', @EFTPayeeBIC = '' SELECT @CLIENTNO1 = CASE WHEN [SET].[KeyName] = 'ClientNo1' THEN [SET].[KeyValue] ELSE @CLIENTNO1 END, @CLIENTNO2 = CASE WHEN [SET].[KeyName] = 'ClientNo2' THEN [SET].[KeyValue] ELSE @CLIENTNO2 END, @CLIENTNO3 = CASE WHEN [SET].[KeyName] = 'ClientNo3' THEN [SET].[KeyValue] ELSE @CLIENTNO3 END, @ClientGroup = CASE WHEN [SET].[KeyName] = 'ClientGroup' THEN [SET].[KeyValue] ELSE @ClientGroup END, @HoldDays = CASE WHEN [SET].[KeyName] = 'HoldDays' THEN [SET].[KeyValue] ELSE @HoldDays END, @Team = CASE WHEN [SET].[KeyName] = 'Team' THEN [SET].[KeyValue] ELSE @Team END, @FE = CASE WHEN [SET].[KeyName] = 'FE' THEN [SET].[KeyValue] ELSE @FE END, @Dept = CASE WHEN [SET].[KeyName] = 'Dept' THEN [SET].[KeyValue] ELSE @Dept END, @WorkType = CASE WHEN [SET].[KeyName] = 'WorkType' THEN [SET].[KeyValue] ELSE @WorkType END, @LastOutlay = CASE WHEN [SET].[KeyName] = 'LastOutlay' THEN [SET].[KeyValue] ELSE @LastOutlay END, @CasePlan = CASE WHEN [SET].[KeyName] = 'CasePlan' THEN [SET].[KeyValue] ELSE @CasePlan END, @NewReferral = CASE WHEN [SET].[KeyName] = 'NewReferral' THEN [SET].[KeyValue] ELSE @NewReferral END, @AmdReferral = CASE WHEN [SET].[KeyName] = 'AmdReferral' THEN [SET].[KeyValue] ELSE @AmdReferral END, @MandateNo = CASE WHEN [SET].[KeyName] = 'MandateNo' THEN [SET].[KeyValue] ELSE @MandateNo END, @SolicitorNo = CASE WHEN [SET].[KeyName] = 'SolicitorNo' THEN [SET].[KeyValue] ELSE @SolicitorNo END, @BankAcc = CASE WHEN [SET].[KeyName] = 'BankAcc' THEN [SET].[KeyValue] ELSE @BankAcc END, @RejReferral = CASE WHEN [SET].[KeyName] = 'RejReferral' THEN [SET].[KeyValue] ELSE @RejReferral END, @ClaimSystemEnabled = CASE WHEN [SET].[KeyName] = 'ClaimSystemEnabled' THEN [SET].[KeyValue] ELSE @ClaimSystemEnabled END, @EFTSheriffBankName = CASE WHEN [SET].[KeyName] = 'EFTSheriffBankName' THEN [SET].[KeyValue] ELSE @EFTSheriffBankName END, @EFTSheriffSortCode = CASE WHEN [SET].[KeyName] = 'EFTSheriffSortCode' THEN [SET].[KeyValue] ELSE @EFTSheriffSortCode END, @EFTSheriffAccountNumber = CASE WHEN [SET].[KeyName] = 'EFTSheriffAccountNumber' THEN [SET].[KeyValue] ELSE @EFTSheriffAccountNumber END, @EFTSheriffIBAN = CASE WHEN [SET].[KeyName] = 'EFTSheriffIBAN' THEN [SET].[KeyValue] ELSE @EFTSheriffIBAN END, @EFTSheriffBIC = CASE WHEN [SET].[KeyName] = 'EFTSheriffBIC' THEN [SET].[KeyValue] ELSE @EFTSheriffBIC END, @EFTSheriffOriginalIDNumber = CASE WHEN [SET].[KeyName] = 'EFTSheriffOriginalIDNumber' THEN [SET].[KeyValue] ELSE @EFTSheriffOriginalIDNumber END, @EFTPayeeBankName = CASE WHEN [SET].[KeyName] = 'EFTPayeeBankName' THEN [SET].[KeyValue] ELSE @EFTPayeeBankName END, @EFTPayeeSortCode = CASE WHEN [SET].[KeyName] = 'EFTPayeeSortCode' THEN [SET].[KeyValue] ELSE @EFTPayeeSortCode END, @EFTPayeeAccountNumber = CASE WHEN [SET].[KeyName] = 'EFTPayeeAccountNumber' THEN [SET].[KeyValue] ELSE @EFTPayeeAccountNumber END, @EFTPayeeIBAN = CASE WHEN [SET].[KeyName] = 'EFTPayeeIBAN' THEN [SET].[KeyValue] ELSE @EFTPayeeIBAN END, @EFTPayeeBIC = CASE WHEN [SET].[KeyName] = 'EFTPayeeBIC' THEN [SET].[KeyValue] ELSE @EFTPayeeBIC END FROM [dbo].[RevenueSettings] AS [SET] SELECT @CLIENTNO1 AS [CLIENTNO1], @CLIENTNO2 AS [CLIENTNO2], @CLIENTNO3 AS [CLIENTNO3], @ClientGroup AS [CLIENTGROUP], @HoldDays AS [HOLDDAYS], @Team AS [TEAM], @FE AS [FE], @Dept AS [DEPT], @WorkType AS [WORKTYPE], @LastOutlay AS [LASTOUTLAY], @CasePlan AS [CASEPLAN], @NewReferral AS [NEWREFERRAL], @AmdReferral AS [AMDREFERRAL], @RejReferral AS [REJREFERRAL], @MandateNo AS [MANDATENO], @SolicitorNo AS [SOLICITORNO], @BankAcc AS [BANKACC], @ClaimSystemEnabled AS [ClaimSystemEnabled], @EFTSheriffBankName AS [EFTSheriffBankName], @EFTSheriffSortCode AS [EFTSheriffSortCode], @EFTSheriffAccountNumber AS [EFTSheriffAccountNumber], @EFTSheriffIBAN AS [EFTSheriffIBAN], @EFTSheriffBIC AS [EFTSheriffBIC], @EFTSheriffOriginalIDNumber AS [EFTSheriffOriginalIDNumber], @EFTPayeeBankName AS [EFTPayeeBankName], @EFTPayeeSortCode AS [EFTPayeeSortCode], @EFTPayeeAccountNumber AS [EFTPayeeAccountNumber], @EFTPayeeIBAN AS [EFTPayeeIBAN], @EFTPayeeBIC AS [EFTPayeeBIC] SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_FetchContactCategory',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_FetchContactCategory] GO CREATE PROCEDURE [dbo].[KAAS_FetchContactCategory] ( @Contact VARCHAR(8), @CategoryType VARCHAR(6), @Category VARCHAR(10)) /******************************************************************************************************* * * * Stored Procedure Name : [dbo].[KAAS_FetchContactCategory] * * Copied from : [dbo].[ky_NETCONFetchContactCategory] * * * * Modification History : * * 2019-04-22 Vinodhan K Created * *******************************************************************************************************/ AS BEGIN SET NOCOUNT ON SELECT CC.CONTACT, CC.categorytype AS [CategoryType], CC.category AS [Category], CC.[DATE], CC.FIELDVALUE1, CC.FIELDVALUE2, CC.FIELDVALUE3, CC.FIELDVALUE4, CC.FIELDVALUE5, CC.FIELDVALUE6, CC.FIELDVALUE7, CC.FIELDVALUE8, CC.FIELDVALUE9, CC.FIELDVALUE10, C.[Description] AS [CDescription], D.Desc$ AS [Description] FROM ContactCategories CC LEFT JOIN CategoryType C ON CC.categorytype = C.CategoryType LEFT JOIN Category D ON D.CatType = CC.categorytype AND D.Code = CC.category WHERE CC.CONTACT = @Contact AND CC.categorytype = @Categorytype AND CC.category = @Category SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_FetchContactCategoryForEdit',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_FetchContactCategoryForEdit] GO CREATE PROCEDURE [dbo].[KAAS_FetchContactCategoryForEdit] ( @Contact VARCHAR(8), @RecordId INT) /******************************************************************************************************* * * * Stored Procedure Name : [dbo].[KAAS_FetchContactCategoryForEdit] * * Copied from : [dbo].[ky_NETCONFetchContactCategory] * * * * Modification History : * * 2019-04-22 Vinodhan K Created * *******************************************************************************************************/ AS BEGIN SET NOCOUNT ON SELECT CC.CONTACT, CC.categorytype AS [CategoryType], CC.category AS [Category], CC.RECORDID, CC.[DATE], CC.FIELDVALUE1, CC.FIELDVALUE2, CC.FIELDVALUE3, CC.FIELDVALUE4, CC.FIELDVALUE5, CC.FIELDVALUE6, CC.FIELDVALUE7, CC.FIELDVALUE8, CC.FIELDVALUE9, CC.FIELDVALUE10, C.[Description] AS [CDescription], D.Desc$ AS [Description] FROM ContactCategories CC LEFT JOIN CategoryType C ON CC.categorytype = C.CategoryType LEFT JOIN Category D ON D.CatType = CC.categorytype AND D.Code = CC.category WHERE CC.CONTACT = @Contact AND CC.RECORDID = @RecordId SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_FetchContactForEdit' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_FetchContactForEdit] END GO CREATE PROCEDURE [dbo].[KAAS_FetchContactForEdit] (@Code VARCHAR(20), @Handler VARCHAR(10)) AS /******************************************************************************************************* * This stored procedure is used to FETCH contact details by Contact Code for update details * * * * Stored Procedure Name : [dbo].[KAAS_FetchContactForEdit] * * Copied from : [dbo].[ky_NETCONFetchContactForEdit] * * * * Modification History: * * 2019-04-26 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON DECLARE @BitWiseID BIGINT SELECT @BitWiseID = HNG.[BitWiseID] FROM HandlerNETGroupMembership HNG WHERE HNG.[HANDLER] = CONVERT(VARCHAR(10), @Handler) SET @BitWiseID = ISNULL(@BitWiseID, [dbo].[ky_NETFNGetOldPermissions](RTRIM(ISNULL(@Handler, '')))) IF (@Handler = 'ADM') BEGIN SET @BitWiseID = CONVERT(BIGINT, -1) END --Client Details SELECT [CON].[Code], [CON].[Name], [CON].[Address], [CON].[Salut], [CON].[Tel], [CON].[Fax], [CON].[Email], [CON].[Principal], [CON].[FE], [CON].[Nation], [CON].[Spouse], [CON].[DOB] AS [DOB], [CON].[SpouseDOB] AS [SpouseDOB], [CON].[Introducer], [CON].[IntroFE], [CON].[Comments], CASE WHEN ISNULL([CON].[Corporate], 'N') = 'Y' THEN '1' ELSE '0' END AS [Corporate], [CON].[DateOfMarriage] AS [DateOfMarriage], CASE WHEN ISNULL([CON].[SpouseDead], 'N') = 'Y' THEN '1' ELSE '0' END AS [IsDead], CASE WHEN ISNULL([CON].[Separated], 'N') = 'Y' THEN '1' ELSE '0' END AS [IsSeparated], [CON].[HowSeparated], [CON].[Partner], [CON].[PartnerSince] AS [PartnerSince], [CON].[Occupation], [CON].[OtherRef], [CON].[ChargeArrangement], [CON].[BillingMethod], [CON].[Approved] AS Approved, [CON].[SpousePPS], [CON].[ClientGroup], [CON].[ClientVATNo], CASE WHEN ISNULL([CON].[ChargeOutRateInd], 'N') = 'Y' THEN '1' ELSE '0' END AS [ChargeOutRateInd], [CON].[TaxType], [CLT].[CLGRP], [CLT].[ClLegalName], [CLT].[CllegalAddr], [CLT].[CLTEL], [CLT].[CLMobNo], [CLT].[CLMartialCde], [CLT].[CLOccupCDE], [CLT].[CLEmployer], [CLT].[CLContactCde], [CLT].[DcoumentFolder], [CON].[CompFrequency], CASE WHEN ISNULL([CON].[InActive], 'N') = 'Y' THEN '1' ELSE '0' END AS [IsDeceased], [CON].DateInActive AS [DOD], [CON].[RSINo] AS [PPSNo], CASE WHEN ISNULL([CON].[Statements], 'N') = 'Y' THEN '1' ELSE '0' END AS [IsStatement], CASE WHEN ISNULL([CON].[Inactive], 'N') = 'Y' THEN '1' ELSE '0' END AS [InActive], [CON].[DateInactive] AS [Dateinactive], [CON].[LastAR] AS [LastAr], [CON].[CRONumber], [CON].[CompanyWebSite], [CON].[OtherAddress], [CON].[County], [CON].[PostalCode], [CON].[CompMatter], [CON].[BankName], [CON].[BankAddress], [CON].[BankSortCode], [CON].[BankAccNo], [CON].[IBan], [CON].[Bic], [CON].[EnvelopeName], [CON].[ChargeLevel] AS [ChargeLevel], [CON].[WarningMsg] AS [WarningMessage], ISNULL([CON].[DisallowNewMatter], 0) AS [DisallowNewMatter], ISNULL([MC].[Retired], 'N') AS [Retired], [DXAddress] AS [DXAddress], [SecondaryEmail] AS [SecondaryEmail], REPLACE(ISNULL([FC].[Retired], 'N'),' ','N') AS [FeeEarnerRetired], [CON].[Password], CASE WHEN ISNULL([CON].[RemoteAccess], 'N') = 'Y' THEN '1' ELSE '0' END AS [RemoteAccess], ISNULL([CON].[BankType], '') AS [BankType], RTRIM(ISNULL([CON].[EFTEmailAddress], '')) AS [EFTEmailAddress] FROM [dbo].[matters] [MAT] LEFT OUTER JOIN [dbo].[Contacts] [CON] ON [CON].[Code] = [MAT].[ClientCode] LEFT OUTER JOIN [dbo].[client] [CLT] LEFT OUTER JOIN [dbo].[MiscCodes] [MC] ON [MC].[CDECODE] = [CLT].[ClMartialCde] ON [CLT].[CLCODE] = [MAT].[ClientCode] LEFT OUTER JOIN [dbo].[FeeEarnerCodes] [FC] ON [FC].[Code] = [CON].[FE] WHERE [MAT].[Code] = @Code --Cross References DECLARE @ClientCode VARCHAR(20) DECLARE @Matter VARCHAR(20) SET @ClientCode = (SELECT TOP 1 [MAT].[ClientCode] FROM [dbo].[matters] [MAT] WHERE [MAT].[Code] = @Code) SET @Matter = (SELECT TOP 1 [MAT].[Matter] FROM [dbo].[matters] [MAT] WHERE [MAT].[Code] = @Code) SELECT [CL].[CONTACTB] AS [LinkTo], [CON].[Name], [CL].[RELATE] AS [Relationship] FROM [dbo].[ContactLinks] [CL] LEFT OUTER JOIN [dbo].[Contacts] [CON] ON [CON].[Code] = [CL].[CONTACTB] WHERE [CL].[CONTACTA] = @ClientCode --Client Charge out rate Indicator SELECT [CCR].[RECORDID], [CCR].[CLIENTCODE], [CCR].[FECODE], [CCR].[RATE], [CCR].[EFFECTIVEDATE], COALESCE([HAN].[Name], [HAN].[Name], [CCR].[fecode]) AS [FeeEarnerName], CASE WHEN ISNULL([HAN].[Retired], 'N') = 'Y' THEN 'Y' ELSE ISNULL([HCG].[RETIRED], 'N') END AS [IsRetired] FROM [dbo].[ClientChargeOutRates] [CCR] LEFT OUTER JOIN [dbo].[Handlers] [HAN] ON [HAN].[CODE] = [CCR].[FeCode] LEFT OUTER JOIN [dbo].[HandlerChargeGroups] [HCG] ON [HCG].[Code] = [CCR].[FeCode] WHERE [CCR].[ClientCode] = @ClientCode AND ( ISNULL([HAN].[RETIRED], 'N') <> 'Y' OR ISNULL([HCG].[Retired], 'N') <> 'Y') --Client related matters SELECT [MAT].[Matter] AS [Matter], [MAT].[Description] AS [Description], [MAT].[FECode] AS [FeeEarner], [MAT].[Dept] AS [Department], [MAT].[WType] AS [WorkType], [MAT].[Started] AS [Started], [MAT].[Code] AS [MatterCode] FROM [dbo].[matters] [MAT] LEFT OUTER JOIN [dbo].[MatterNETPrivileges] [MNP] ON [MNP].[MATTER] = [MAT].[Code] WHERE [MAT].[ClientCode] = @ClientCode AND ( ISNULL([MNP].[Privileges], CONVERT(BIGINT, -1)) & @BitWiseID <> 0 OR [MNP].[Privileges] IS NULL) --Other Contacts EXEC [dbo].[ky_NETGetClientContacts] @ClientCode --Category SELECT [CCA].[CONTACT], [CCA].[CATEGORYTYPE] AS [Code], [CCA].[CATEGORY] AS [CategoryType], [CCA].[DATE] AS [DATE], [CCA].[RECORDID], [CAT].[Desc$] AS [CDescription], [CTP].[Description] AS [Description], [CCA].[FIELDVALUE1] AS [FIELDVALUE1], [CCA].[FIELDVALUE2] AS [FIELDVALUE2], [CCA].[FIELDVALUE3] AS [FIELDVALUE3], [CCA].[FIELDVALUE4] AS [FIELDVALUE4], [CCA].[FIELDVALUE5] AS [FIELDVALUE5], [CCA].[FIELDVALUE6] AS [FIELDVALUE6], [CCA].[FIELDVALUE7] AS [FIELDVALUE7], [CCA].[FIELDVALUE8] AS [FIELDVALUE8], [CCA].[FIELDVALUE9] AS [FIELDVALUE9], [CCA].[FIELDVALUE10] AS [FIELDVALUE10] FROM [dbo].[ContactCategories] [CCA] LEFT OUTER JOIN [dbo].[Category] [CAT] ON [CAT].[CatType] = [CCA].[CATEGORYTYPE] AND [CAT].[Code] = [CCA].[CATEGORY] LEFT OUTER JOIN [dbo].[CategoryType] [CTP] ON [CTP].[CategoryType] = [CCA].[CATEGORYTYPE] WHERE [CCA].[CONTACT] = @ClientCode SELECT [OFC].[CONTACTOFFICER], [OFC].[NAME], [OFC].[COSECRETARY], [OFC].[DATEAPPOINTED], [OFC].[DATERESIGNED], [OFC].[RECORDID] FROM [dbo].[Officers] [OFC] WHERE [OFC].CONTACTCODE = @ClientCode EXECUTE ky_NETGetContactPrivilegeGroups @ClientCode EXECUTE KAAS_GetNotificationApprovalData @Matter, @ClientCode SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_FetchContactForEdit_KEYHM',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_FetchContactForEdit_KEYHM] GO CREATE PROCEDURE [dbo].[KAAS_FetchContactForEdit_KEYHM] (@Code VARCHAR(20), @Handler VARCHAR(10), @SearchText VARCHAR(4000)) AS /*************************************************************************************************************** * This stored procedure is used to FETCH CLIENT and OTHER details by Contact Code to update details * * for Keyhouse Mobile App * * * * Stored Procedure Name: [dbo].[KAAS_FetchContactForEdit_KEYHM] * * Copied from : [dbo].[ky_NETCONFetchContactForEdit] * * * * Modification History: * * 2019-04-26 Vinodhan K Created * * 2019-07-01 Vinodhan K Full name will be filled with Firstname and Surname if its empty or null * ***************************************************************************************************************/ BEGIN SET NOCOUNT ON --Client Details SELECT [CON].[Code], [CON].[Name], [CON].[Address], [CON].[Salut], [CON].[Tel], [CON].[Fax], [CON].[Email], [CON].[Principal], [CON].[FE], [CON].[Nation], [CON].[Spouse], CONVERT(VARCHAR(10), [CON].[DOB], 112) AS [DOB], CONVERT(VARCHAR(10), [CON].[SpouseDOB], 112) AS [SpouseDOB], [CON].[Introducer], [CON].[IntroFE], [CON].[Comments], CASE WHEN ISNULL([CON].[Corporate], 'N') = 'Y' THEN '1' ELSE '0' END AS [Corporate], CONVERT(VARCHAR(10), [CON].[DateOfMarriage], 112) AS [DateOfMarriage], CASE WHEN ISNULL([CON].[SpouseDead], 'N') = 'Y' THEN '1' ELSE '0' END AS [IsDead], CASE WHEN ISNULL([CON].[Separated], 'N') = 'Y' THEN '1' ELSE '0' END AS [IsSeparated], [CON].[HowSeparated], [CON].[Partner], CONVERT(VARCHAR(10), [CON].[PartnerSince], 112) AS [PartnerSince], [CON].[Occupation], [CON].[OtherRef], [CON].[ChargeArrangement], [CON].[BillingMethod], [CON].[Approved] AS [Approved], [CON].[SpousePPS], [CON].[ClientGroup], [CON].[ClientVATNo], CASE WHEN ISNULL([CON].[ChargeOutRateInd], 'N') = 'Y' THEN '1' ELSE '0' END AS [ChargeOutRateInd], [CON].[TaxType], [CLT].[CLGRP], [CLT].[ClLegalName] AS [ClLegalName], [CLT].[CllegalAddr] AS [CllegalAddr], [CLT].[CLTEL] AS [CLTEL], [CLT].[CLMobNo], [CLT].[CLMartialCde], [CLT].[CLOccupCDE], [CLT].[CLEmployer], [CLT].[CLContactCde], [CLT].[DcoumentFolder] AS [DcoumentFolder], [CON].[CompFrequency], CASE WHEN ISNULL([CON].[InActive], 'N') = 'Y' THEN '1' ELSE '0' END AS [IsDeceased], CONVERT(VARCHAR(10), [CON].DateInActive, 112) AS [DOD], [CON].[RSINo] AS [PPSNo], CASE WHEN ISNULL([CON].[Statements], 'N') = 'Y' THEN '1' ELSE '0' END AS [IsStatement], CASE WHEN ISNULL([CON].[Inactive], 'N') = 'Y' THEN '1' ELSE '0' END AS [InActive], CONVERT(VARCHAR(10), [CON].[DateInactive], 112) AS [Dateinactive], CONVERT(VARCHAR(10), [CON].[LastAR], 112) AS [LastAr], [CON].[CRONumber], [CON].[CompanyWebSite], [CON].[OtherAddress], [CON].[County], [CON].[PostalCode], [CON].[CompMatter], [CON].[BankName], [CON].[BankAddress], [CON].[BankSortCode], [CON].[BankAccNo], [CON].[IBan], [CON].[Bic], [CON].[EnvelopeName], [CON].[ChargeLevel] AS [ChargeLevel], [CON].[WarningMsg] AS [WarningMessage], ISNULL([CON].[DisallowNewMatter], 0) AS [DisallowNewMatter], ISNULL([MC].[Retired], 'N') AS [Retired], [DXAddress] AS [DXAddress], [SecondaryEmail] AS [SecondaryEmail], REPLACE(ISNULL([FC].[Retired], 'N'),' ','N') AS [FeeEarnerRetired], [CON].[Password], CASE WHEN ISNULL([CON].[RemoteAccess], 'N') = 'Y' THEN '1' ELSE '0' END AS [RemoteAccess], ISNULL([CON].[BankType], '') AS [BankType] FROM [dbo].[matters] [MAT] LEFT OUTER JOIN [dbo].[Contacts] [CON] ON [CON].[Code] = [MAT].[ClientCode] LEFT OUTER JOIN [dbo].[client] [CLT] LEFT OUTER JOIN [dbo].[MiscCodes] [MC] ON [MC].[CDECODE] = [CLT].[ClMartialCde] ON [CLT].[CLCODE] = [MAT].[ClientCode] LEFT OUTER JOIN [dbo].[FeeEarnerCodes] [FC] ON [FC].[Code] = [CON].[FE] WHERE [MAT].[Code] = @Code --Other Contacts DECLARE @ClientCode VARCHAR(20) SET @ClientCode = (SELECT TOP 1 [MAT].[ClientCode] FROM [dbo].[matters] [MAT] WHERE [MAT].[Code] = @Code) SELECT [CC].[CLINITS] AS [Initials], CASE WHEN ISNULL(CC.[CLNAMECON], '') = '' OR CC.[CLNAMECON] = '' THEN [CC].[FIRSTNAME] + ' ' + [CC].[SURNAME] ELSE [CC].[CLNAMECON] END AS [FullName], [CC].[HomePhone] AS [HomePhone], [CC].[WorkPhone] AS [WorkPhone], [CC].[Mobile] AS [Mobile], [CC].[FIRSTNAME] AS [FirstName], [CC].[SURNAME] AS [Surname], [CC].[CLSALUTE] AS [Salutation], [CC].[PPSNo] AS [PPSNumber], [CC].[CLTITLE] AS [Title], [CC].[Address], [CC].[EmailAddress], CONVERT(VARCHAR(11), [CC].[DOB], 106) AS [DOB], CONVERT(VARCHAR(11), [CC].[MarrigeDate], 106) AS [MarriageDate], [CC].[Occupation], [CC].[DateofDeath] AS [DateOfDeath], [MC].[CDEDESC] AS [MaritalStatus], [CC].[MartialStatus] AS [MStatus], [CC].[FaxNumber], [CC].[PostalCode], [CC].[County], [CC].[CLNUMCONTACT], [CC].[DXREF] FROM [dbo].[ClientContacts] [CC] LEFT OUTER JOIN [dbo].[MiscCodes] [MC] ON [MC].[CDECODE] = [CC].[MartialStatus] AND [MC].[CDETYPE] = 'MRS' WHERE [CC].[CLCODE] = @ClientCode AND ( @SearchText = '' OR ([CC].[CLNAMECON] LIKE '%' + @SearchText + '%') ) SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_FetchContactPageLoad',N'P')IS NOT NULL DROP PROCEDURE KAAS_FetchContactPageLoad GO CREATE PROCEDURE KAAS_FetchContactPageLoad (@ClientCode VARCHAR(30)) AS /******************************************************************************************************* * This stored procedure is used to FETCH contact window load data * * 1. Tax Type Desc * * 2. Nationality * * 3. Fee Earner * * 4. Maritial Status * * 5. Charge Arrangement * * 6. Client Group * * 7. Contact type * * 8. Occupation Type . * * * * Stored Procedure Name : [dbo].[KAAS_FetchContactPageLoad] * * Copied from : [dbo].[ky_NETCONFetchContactPageLoad] * * * * Modification History : * * 2019-04-12 Vinodhan K Created * *******************************************************************************************************/ BEGIN DECLARE @FEEEARNER AS VARCHAR(10) DECLARE @MARITALSTATUS AS VARCHAR(10) DECLARE @OCCTYPE AS VARCHAR(10) DECLARE @CONTACTTYPE AS VARCHAR(10) DECLARE @INTROFE AS VARCHAR(10) SET @FEEEARNER = (SELECT C.[FE] FROM [Contacts] C LEFT JOIN [FeeEarnerCodes] FE ON FE.[code] = C.[FE] WHERE C.[Code] = @ClientCode AND FE.[Retired] = 'Y') SET @MARITALSTATUS = (SELECT CL.[ClMartialCde] FROM [CLIENT] CL LEFT JOIN [MISCCODES] MC ON MC.[CdeCode] = CL.[ClMartialCde] WHERE MC.[CDETYPE]='MRS' AND CL.[CLCODE] = @ClientCode AND MC.[Retired] = 'Y') SET @OCCTYPE = (SELECT CL.[CLOCCUPCDE] FROM [CLIENT] CL LEFT JOIN [MISCCODES] MC ON MC.[CdeCode] = CL.[CLOCCUPCDE] WHERE MC.[CDETYPE]='OCC' AND CL.[CLCODE] = @ClientCode AND MC.[Retired] = 'Y') SET @CONTACTTYPE = (SELECT CL.[CLCONTACTCDE] FROM [CLIENT] CL LEFT JOIN [MISCCODES] MC ON MC.[CdeCode] = CL.[CLOCCUPCDE] WHERE MC.[CDETYPE]='CCL' AND CL.[CLCODE] = @ClientCode AND MC.[Retired] = 'Y') SET @INTROFE = (SELECT C.[INTROFE] FROM [Contacts] C LEFT JOIN [FeeEarnerCodes] FE ON FE.[CODE] = C.[INTROFE] WHERE C.[Code] = @ClientCode AND FE.[Retired] = 'Y') SET NOCOUNT ON --Tax Type SELECT RTRIM([TaxType]) AS Code, RTRIM([TaxDesc]) AS TaxDesc FROM [TaxType] --Nationality SELECT RTRIM([Nation]) AS Code, RTRIM([Desc]) AS Nationality FROM NationCodes --Fee Earner SELECT RTRIM([Code]) AS Code, RTRIM(ISNULL([Name],'')) AS FeeEarners FROM [FeeEarnerCodes] WHERE ISNULL(Retired,'N') <> 'Y' OR [Code] = @FEEEARNER --Mairitial Status SELECT RTRIM([CdeCode]) AS Code, RTRIM(ISNULL([Cdedesc],'')) AS MaritialStatus FROM [MISCCODES] WHERE CDETYPE = 'MRS' AND (ISNULL(Retired,'N') <> 'Y' OR [CDECODE]= @MARITALSTATUS) --ChargeArrangements SELECT RTRIM(ISNULL([Code],'')) AS Code, RTRIM(ISNULL([Description],'')) AS ChargeArrangement FROM ChargeArrangements --ClientGroup SELECT RTRIM([GroupCode]) AS Code, RTRIM(ISNULL([GroupName],'')) AS ClientGroup FROM Clientgroup --ContactType SELECT RTRIM([CdeCode]) AS Code, RTRIM(ISNULL([CdeDesc],'')) AS ContactType FROM [MISCCODES] WHERE [CDEType] = 'CCL' AND (ISNULL(Retired,'N') <> 'Y' OR [CDECODE]= @CONTACTTYPE) --OccupationType SELECT RTRIM([CdeCode]) AS Code, RTRIM(ISNULL([CdeDesc],'')) AS OccupationType FROM [MISCCODES] WHERE [CDETYPE] = 'OCC' AND (ISNULL(Retired,'N') <> 'Y' OR CDECODE= @OCCTYPE) --Handler Charge Group SELECT 'H' as Code,'Handlers' As ChargeGroup UNION ALL SELECT 'CG', 'Charge Groups' -- Intro Fee Earner SELECT RTRIM([Code]) AS Code, RTRIM(ISNULL([Name],'')) AS IntroFeeEarners FROM [FeeEarnerCodes] WHERE ISNULL(Retired,'N') <> 'Y' OR [Code] = @INTROFE SET NOCOUNT OFF END GO IF OBJECT_ID(N'[KAAS_FetchCrossReference]',N'P')IS NOT NULL DROP PROCEDURE [KAAS_FetchCrossReference] GO CREATE PROCEDURE [KAAS_FetchCrossReference] (@ClientCode VARCHAR(20)) AS /******************************************************************************************************* * * * * * Stored Procedure Name : [dbo].[KAAS_FetchCrossReference] * * Copied from : [dbo].[ky_NETCONFetchCrossReference] * * * * Modification History : * * 2019-04-12 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON --Cross References SELECT CL.ContactB AS LinkTo, C.Name, CL.Relate AS Relationship FROM ContactLinks CL LEFT JOIN Contacts C ON C.Code = CL.ContactB WHERE CL.ContactA = @ClientCode SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_FetchDiaryAttachments' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_FetchDiaryAttachments] END GO CREATE PROCEDURE [dbo].[KAAS_FetchDiaryAttachments] (@DIARYID Integer) /******************************************************************************************************* * This procedure is used load the data for TaskAddAction page Attachment Grid. * * * * Stored Procedure Name : [dbo].[KAAS_FetchDiaryAttachments] * * Copied from : [dbo].[ky_NETCCFetchDiaryAttachments] * * * * Modification History : * * 2019-04-12 Vinodhan K Created * *******************************************************************************************************/ AS BEGIN SET NOCOUNT ON DECLARE @Handler VARCHAR(10) SELECT @Handler = CONVERT(VARCHAR(10), CASE WHEN CHARINDEX(CHAR(0), CONVERT(VARCHAR(MAX), [P].[context_info])) > 0 THEN SUBSTRING(CONVERT(VARCHAR(MAX), [P].[context_info]), 1, CHARINDEX(CHAR(0), CONVERT(VARCHAR(MAX), [P].[context_info])) - 1) ELSE CONVERT(VARCHAR(MAX), [P].[context_info]) END) FROM [sysprocesses] [P] WHERE [P].[spid] = @@SPID SET @Handler = RTRIM(ISNULL(@Handler, 'ADM')) INSERT INTO [dbo].[DiaryAttachmentAccess] ([TrackReference], [Handler], [Comment]) SELECT [DAT].[TrackReference], @Handler, 'Listed for Action' FROM [dbo].[DiaryAttachments] [DAT] WHERE [DAT].[DiaryID] = @DIARYID SELECT [DAT].[DIARYID] AS [DIARYID], [DAT].[TRACKREFERENCE] AS [TRACKREFERENCE], RTRIM(ISNULL([DAT].[CASECODE], '')) AS [CASECODE], RTRIM(ISNULL([DAT].[NAME], '')) AS [NAME], RTRIM(ISNULL([DAT].[DOCUMENT], '')) AS [DOCUMENT], CASE WHEN [UNC].[UNC] IS NULL THEN RTRIM(ISNULL([DAT].[FILEPATH], '')) ELSE [UNC].[UNC] + SUBSTRING(RTRIM(ISNULL([DAT].[FILEPATH], '')), 3, LEN(RTRIM(ISNULL([DAT].[FILEPATH], ''))) - 2) END AS [FILEPATH], CASE WHEN [UNC].[UNC] IS NULL THEN RTRIM(ISNULL([DAT].[FILEPATH], '')) ELSE [UNC].[UNC] + SUBSTRING(RTRIM(ISNULL([DAT].[FILEPATH], '')), 3, LEN(RTRIM(ISNULL([DAT].[FILEPATH], ''))) - 2) END AS [LFILEPATH], RTRIM(ISNULL([DAT].[TYPE], '')) AS [TYPE], RTRIM(ISNULL([DCL].[CLASSCODE], '')) AS [DOCCLASS], RTRIM(ISNULL([DCL].[CLASSDESCRIPTION], '')) AS [DOCCLASSDESC], CONVERT(VARCHAR, [DAT].[DATEENTERED], 20) AS [DATEENTERED], RTRIM(ISNULL([DAT].[SYSTEM], 'N')) AS [SYSTEM], RTRIM(ISNULL([DAT].[DOCCLASS], '')) AS [DOCCLASS], RTRIM(ISNULL([DAT].[ENTEREDBY], '')) AS [ENTEREDBY], CONVERT(VARCHAR, [DAT].[LASTACCESSDATE], 20) AS [LASTACCESSDATE], RTRIM(ISNULL([DAT].[LASTACCESSBY], '')) AS [LASTACCESSBY], RTRIM(ISNULL([DAT].[DICTATIONFILE], '')) AS [DICTATIONFILE], RTRIM(ISNULL([DAT].[SOURCE], '')) AS [Source], RTRIM(ISNULL([DAT].[Fees], '')) AS [Fees], RTRIM(ISNULL([DAT].[Outlay], '')) AS [Outlay], [DV].[CurrentVersion] AS [CurrentVersion], RTRIM(ISNULL([DX].[IMDocID], '')) AS [IMDocID], [MAT].[uniqueid] AS [UniqueId] FROM [dbo].[DiaryAttachments] [DAT] INNER JOIN [dbo].[diary] [DIA] INNER JOIN [dbo].[matters] [MAT] ON [MAT].[Code] = [DIA].[CASECODE] ON [DIA].[ActionID] = [DAT].[DiaryID] CROSS APPLY (SELECT ISNULL(MAX([DAV].[Version]), 0) + 1 AS [CurrentVersion] FROM [dbo].[DiaryAttachmentVersioning] [DAV] WHERE [DAV].[TrackReference] = [DAT].[TRACKREFERENCE]) DV LEFT OUTER JOIN [dbo].[DocumentClasses] [DCL] ON [DCL].[CLASSCODE] = [DAT].[DOCCLASS] LEFT OUTER JOIN [dbo].[UNCAlias] [UNC] ON SUBSTRING([DAT].[FilePath], 2, 1) = ':' AND [UNC].[Drive] = SUBSTRING([DAT].[FilePath], 1, 1) LEFT OUTER JOIN [dbo].[DAIMXRef] [DX] ON [DX].[TrackReference] = [DAT].[TRACKREFERENCE] WHERE [DAT].[DIARYID] = @DIARYID ORDER BY [DAT].[TRACKREFERENCE] DESC SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_FetchDiaryByMatterCode' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_FetchDiaryByMatterCode] END GO CREATE PROCEDURE [dbo].[KAAS_FetchDiaryByMatterCode] (@Matter VARCHAR(20), @Search VARCHAR(200), @PageNumber INT, @PageSize INT, @ActionTypeXML XML, @PriorityXML XML, @FlagXML XML, @DateXML XML = NULL) AS /************************************************************************************************************* * * * [dbo].[KAAS_FetchDiaryByMatterCode] * * * * Fetch Diary Items by Matter Code, with support for pagination and for filtering on ActionType, * * Priority and/or Flag. * * * * @Search can be any string. Wildcard % will be appended at start and finish * * @ActionTypeXML: example - '' * * @PriorityXML: example - '' * * @DateXML: example - '' * * @FlagXML: example- '' * * * * Compatibility information - PLEASE update older versions if necessary to ensure the compatible software * * remains fully functional * * ***************************************************************************************************** * * * * * * * Supersedes: [dbo].[ky_NETCASEDIARYFetchDiarybyMatterCode] * * * * Original: [dbo].[ky_NETSPFetchDiaryByMatterCode] * * * * First compatible version: 5.7.2.1 * * * * Last compatible software version: - * * * * Superseded by: - * * * * * * * ***************************************************************************************************** * * * * Modification History * * 2019-04-02 Pino Carafa Created * * 2019-04-30 Pino Carafa Added Subject search and Date Range * * 2019-05-21 Saravanan Performance tuning done * * 2019-05-29 Arun KEYHM-402 - Sorting order was correct till @FOUND table * variable(Line No: 232), after this, few column have joined for desired * output, at that time, sorting order gets changed, so explicitily have * soredted by id column after join operation completed(Line no: 380). * * *************************************************************************************************************/ BEGIN SET NOCOUNT ON DECLARE @ShowFromToSynopsis BIT DECLARE @FromDate DATETIME DECLARE @ToDate DATETIME SET @ShowFromToSynopsis = CASE WHEN ISNULL((SELECT TOP 1 [SET].[KeyValue] FROM [dbo].[Settings] [SET] WHERE [SET].[KeyName] = 'ShowFromToSynopsis'), 'True') = 'False' THEN 0 ELSE 1 END -- Convert @ActionTypesXML etc into Table Variables for easier reference in later scripts START DECLARE @ACTIONTYPES TABLE ([ActionType] VARCHAR(1) PRIMARY KEY) DECLARE @ACTIONTYPESFILTERED BIT SET @ACTIONTYPESFILTERED = 0 --Squeeze the last little bit of performance out of this DECLARE @PRIORITIES TABLE ([Priority] VARCHAR(1) PRIMARY KEY) DECLARE @PRIORITIESFILTERED BIT SET @PRIORITIESFILTERED = 0 --Squeeze the last little bit of performance out of this DECLARE @Flags TABLE ([Flag] TINYINT PRIMARY KEY) DECLARE @FLAGSFILTERED BIT SET @FLAGSFILTERED = 0 --Squeeze the last little bit of performance out of this IF NOT (@DateXML IS NULL) IF NOT (CONVERT(VARCHAR(MAX), @DateXML) = '') BEGIN SELECT [FromDate], [ToDate] FROM (SELECT [DT].[COL].value('@FromDate', 'DATETIME') AS [FromDate], -- Use >= for comparison DATEADD(DAY, 1, [DT].[COL].value('@ToDate', 'DATETIME')) AS [ToDate] -- Add 1 Day to ToDate so that we can use < for comparison FROM @DateXML.nodes('/Dates') AS [DT]([COL])) [DTP] END IF NOT (@ActionTypeXML IS NULL) IF NOT (CONVERT(VARCHAR(MAX), @ActionTypeXML) = '') BEGIN INSERT INTO @ACTIONTYPES ([ActionType]) SELECT [ActionType] FROM (SELECT [AT].[COL].value('@Value', 'VARCHAR(10)') AS [ActionType] FROM @ActionTypeXML.nodes('/ActionType') AS [AT]([COL])) [ATP] SELECT @ACTIONTYPESFILTERED = CASE COUNT(1) WHEN 0 THEN 0 ELSE 1 END FROM @ACTIONTYPES END --Select * from @ActionTypes IF NOT (@PriorityXML IS NULL) IF NOT (CONVERT(VARCHAR(MAX), @PriorityXML) = '') BEGIN INSERT INTO @PRIORITIES ([Priority]) SELECT [Priority] FROM (SELECT [PT].[COL].value('@Value', 'VARCHAR(10)') AS [Priority] FROM @PriorityXML.nodes('/Priority') AS [PT]([COL])) [PTY] SELECT @PRIORITIESFILTERED = CASE COUNT(1) WHEN 0 THEN 0 ELSE 1 END FROM @PRIORITIES END IF NOT (@FlagXML IS NULL) IF NOT (CONVERT(VARCHAR(MAX), @FlagXML) = '') BEGIN INSERT INTO @Flags ([Flag]) SELECT [Flag] FROM (SELECT [FG].[COL].value('@Value', 'INT') AS [Flag] FROM @FlagXML.nodes('/Flag') AS [FG]([COL])) [FLG] SELECT @FLAGSFILTERED = CASE COUNT(1) WHEN 0 THEN 0 ELSE 1 END FROM @Flags END -- Convert @ActionTypesXML etc into Table Variables for easier reference in later scripts END -- Set @SearchText to NULL if nothing entered, otherwise ensure search starts and ends with -- a wildcard character % - START DECLARE @SEARCHTEXT VARCHAR(202) SET @SearchText = CASE WHEN RTRIM(ISNULL(@Search, '')) = '' THEN NULL ELSE RTRIM(ISNULL(@Search, '')) END IF @SearchText IS NOT NULL BEGIN IF SUBSTRING(@SearchText, 1, 1) <> '%' BEGIN SET @SearchText = '%' + @SearchText END IF SUBSTRING(@SearchText, LEN(@SearchText), 1) <> '%' BEGIN SET @SearchText = @SearchText + '%' END END -- Set @SearchText to NULL if nothing entered, otherwise ensure search starts and ends with -- a wildcard character % - END -- Avoid Unnecessary Join START DECLARE @ChargeArrangement VARCHAR(3) SELECT @ChargeArrangement = RTRIM(ISNULL([MAT].[ChargeArrangement], '')) FROM [dbo].[matters] [MAT] WHERE [MAT].[Code] = @Matter -- Avoid Unnecessary Join END --SELECT ActionType FROM #ACTIONTYPES -- Table to contain all matching ActionIDs in the desired order DECLARE @FOUND TABLE ([id] INT IDENTITY(1, 1) PRIMARY KEY, [ActionID] INT) -- Insert ONLY the Primary Keys into the @FOUND Table so that it's much faster to retrieve only the requested page - Performance! INSERT INTO @FOUND ([ActionID]) SELECT [DIA].[ActionID] FROM [dbo].[diary] [DIA] LEFT OUTER JOIN [dbo].[Handlers] [FN] ON [FN].[CODE] = [DIA].[FNCODE] WHERE [DIA].[CASECODE] = @Matter -- -- Use the CASE Construct to ensure it doesn't perform the PATINDEX unless it's actually necessary - Performance! AND CASE WHEN @SEARCHTEXT IS NULL THEN 0 WHEN PATINDEX(@SEARCHTEXT, [DIA].[TEXT1]) > 0 THEN 0 WHEN PATINDEX(@SEARCHTEXT, [DIA].[SUBJECT]) > 0 THEN 0 WHEN [FN].[NAME] IS NULL THEN 1 WHEN PATINDEX(@SEARCHTEXT, [FN].[NAME]) > 0 THEN 0 ELSE 1 END = 0 -- Use the CASE Construct to ensure it doesn't perform SELECT until an actual filter is specified - Performance! AND CASE WHEN @FromDate IS NULL THEN 0 WHEN [DIA].[DATE] >= @FromDate THEN 0 ELSE 1 END = 0 -- Use the CASE Construct to ensure it doesn't perform SELECT until an actual filter is specified - Performance! AND CASE WHEN @ToDate IS NULL THEN 0 WHEN [DIA].[DATE] < @ToDate THEN 0 ELSE 1 END = 0 -- Use the CASE Construct to ensure it doesn't perform SELECT until an actual filter is specified - Performance! AND (@ACTIONTYPESFILTERED = 0 Or ([DIA].[ActionType] in (SELECT * FROM @ACTIONTYPES))) -- -- Use the CASE Construct to ensure it doesn't perform SELECT until an actual filter is specified - Performance! AND (@PRIORITIESFILTERED = 0 OR ([DIA].[Priority] IN (SELECT * FROM @Priorities))) -- -- Use the CASE Construct to ensure it doesn't perform SELECT until an actual filter is specified - Performance! AND (@FLAGSFILTERED = 0 OR ([DIA].[Flag] IN (SELECT * FROM @Flags))) -- The Order By Clause is only required here, as further down the @FOUND table will return values ordered by [id] -- which is the exact order they were entered into it here - Again, Performance! ORDER BY [DIA].[CASECODE] ASC, [DIA].[STATUS] ASC, [DIA].[DATE] DESC, [DIA].[DYSTARTTIME] DESC, [DIA].[ACTIONID] DESC --for debugging uncomment this below line, after completion please dont forget to uncomment --select * from @FOUND DECLARE @TOTAL INT SET @TOTAL = (SELECT COUNT(1) FROM @FOUND) SELECT @TOTAL AS [TotalRecords] -- Only do the full SELECT with all columns when returning the actual result set. Driven from @FOUND SELECT --[FND].[id], RTRIM(ISNULL([DIA].[CASECODE], '')) AS [CASECODE], CONVERT(VARCHAR, [DIA].[DATE], 20) AS [DATE], CONVERT(VARCHAR(5), [DIA].[DATE], 108) AS [Time], RTRIM(ISNULL([DIA].[STATUS], 0)) AS [DStatus], RTRIM(ISNULL([DIA].[ACTIONCODE], '')) AS [ACTIONCODE], RTRIM(ISNULL([DIA].[ACTIONTYPE], '')) AS [ACTIONTYPE], RTRIM(ISNULL([DIA].[PROCESSTYPE], '')) AS [PROCESSTYPE], RTRIM(ISNULL([DIA].[FNCODE], '')) AS [FNCODE], RTRIM(ISNULL([FN].[NAME], '')) AS [FNNAME], RTRIM(ISNULL([DIA].[TEAMCODE], '')) AS [TEAMCODE], RTRIM(ISNULL([DIA].[DisplayText], '')) AS [TEXT1], ISNULL(CASE WHEN ISNUMERIC([DIA].[DYSTARTTIME]) = 1 THEN [DIA].[DYSTARTTIME] ELSE [dbo].[ky_ConvertTimeToClarion]([DIA].[DYSTARTTIME]) END, 0) AS [DYSTARTTIME], ISNULL(CASE WHEN ISNUMERIC([DIA].[DYENDTIME]) = 1 THEN [DIA].[DYENDTIME] ELSE [dbo].[ky_ConvertTimeToClarion]([DIA].[DYENDTIME]) END, 0) AS [DYENDTIME], ISNULL([DIA].[ACTIONID],0) AS [ACTIONID], ISNULL([DIA].[ORGINALACTIONID],0) AS [ORGINALACTIONID], RTRIM(ISNULL([DIA].[PRIORITY], '')) AS [PRIORITY], RTRIM(ISNULL([DIA].[HIGHLIGHTED], 'N')) AS [HIGHLIGHTED], [HAT].[HasAttachments] AS [ATTACHMENTS], ISNULL([DIA].[PROCESSSTATUS], 0) AS [PROCESSSTATUS], ISNULL([DIA].[WORKPROCESS], 0) AS [WORKPROCESS], ISNULL([DIA].[BILLABLE], 0) AS [BILLABLE], RTRIM(ISNULL([DIA].[EMAILADDRESS], '')) AS [EMAILADDRESS], RTRIM(ISNULL(CONVERT(VARCHAR(200), [DIA].[ADDRESSTO]), '')) AS [ADDRESSTO], RTRIM(ISNULL([DIA].[EMAIL], 'N')) AS [EMAIL], RTRIM(ISNULL(CONVERT(VARCHAR(200), [DIA].[SUBJECT]), '')) AS [SUBJECT], ISNULL([DIA].[DELEGATIONSTATUS], 0) AS [DELEGATIONSTATUS], ISNULL([DIA].[DRAFTBILLNO], 0) AS [DRAFTBILLNO], ISNULL([DIA].[CHEQUEREQNO], 0) AS [CHEQUEREQNO], CAST(CASE WHEN RTRIM(ISNULL([DIA].[ACTIONTYPE],'')) ='E' AND @ShowFromToSynopsis = 1 THEN CASE WHEN ISNULL([DIA].[PROCESSTYPE],'O')='I' THEN 'Email From:' + (RTRIM(ISNULL(CAST([DIA].[EMAILADDRESS] AS VARCHAR(300)), ''))) + ' - ' + ISNULL(CAST ([DIA].[Subject] AS VARCHAR(300)),'') ELSE 'Email To:' + RTRIM(CAST(ISNULL([DIA].[AddressTo], '') AS VARCHAR(300))) + ' - ' + ISNULL(CAST([DIA].[Subject] AS VARCHAR(300)), '') END ELSE CASE WHEN DATALENGTH([DIA].[SUBJECT]) = 0 THEN CASE WHEN SUBSTRING([DIA].[DisplayText], 0, CHARINDEX(CHAR(13), [DIA].[DisplayText])) = '' THEN ISNULL([DIA].[TEXT1], '') ELSE SUBSTRING([DIA].[DisplayText], 0, CHARINDEX(CHAR(13), [DIA].[DisplayText])) END WHEN RTRIM(CAST([DIA].[SUBJECT] AS VARCHAR(300))) = '' THEN CASE WHEN SUBSTRING([DIA].[DisplayText], 0, CHARINDEX(CHAR(13), [DIA].[DisplayText])) = '' THEN ISNULL([DIA].[TEXT1], '') ELSE SUBSTRING([DIA].[DisplayText], 0, CHARINDEX(CHAR(13), [DIA].[DisplayText])) END WHEN [DIA].[SUBJECT] IS NULL THEN CASE WHEN SUBSTRING([DIA].[DisplayText], 0, CHARINDEX(CHAR(13), [DIA].[DisplayText])) = '' THEN ISNULL([DIA].[TEXT1], '') ELSE SUBSTRING([DIA].[DisplayText], 0, CHARINDEX(CHAR(13), [DIA].[DisplayText])) END ELSE [DIA].[SUBJECT] END END AS VARCHAR(300)) AS [Synopsis], ISNULL([DIA].[Flag],0) AS [Flag], CASE WHEN RTRIM(ISNULL([DIA].[ForCopy], 0)) = '1' THEN 'True' ELSE 'False' END AS [ForCopy], CASE WHEN ISNULL([DIA].[WORKPROCESS], 0) = 1 AND ISNULL([DIA].[STATUS], 0) <> 1 THEN 'G' WHEN ISNULL([DIA].[STATUS], 0) = 1 THEN 'C' ELSE '' END AS [COMPELETEORGENERATE], CASE WHEN ISNULL([DIA].[WORKPROCESS], 0) = 1 AND ISNULL([DIA].[STATUS], 0) <> 1 THEN 'G' WHEN ISNULL([DIA].[STATUS], 0) = 1 THEN 'C' ELSE '' END AS [COMPELETEORGENERATEDD], ISNULL([TAC].[DESC], '') AS [ActionTitle], ISNULL([TMP].[WKDESC], '') AS [WorkFlow], CASE WHEN ISNULL([UND].[NeedsAttention], 0) = 1 THEN 'Yes' ELSE 'No' END AS [Needs Attention], CASE WHEN ISNULL([UND].[NeedsAttention], 0) = 1 THEN 'Visible' ELSE 'Collapsed' END AS [NeedsAttentionIcon], CASE WHEN @SearchText IS NULL THEN '' WHEN PATINDEX(@SearchText, [DIA].[TEXT1]) > 0 THEN @Search ELSE '' END AS [SearchMatch], ISNULL([DIA].[CreationDate], CONVERT(DATETIME, [DIA].[DATE])) AS [CreationDate], CASE WHEN [DIA].[DUEDATE] != NULL OR [DIA].[DUEDATE] != '' THEN CONVERT(VARCHAR, [DIA].[DUEDATE], 20) ELSE CONVERT(VARCHAR, [DIA].[DATE], 20) END AS [DUEDATE], RTRIM(ISNULL([DIA].[DELEGATEDFNR], '')) AS [DelegatedFE], RTRIM(ISNULL([TAC].[Arrangement], '')) AS [Arrangement], @ChargeArrangement AS [ChargeArrangement] FROM @FOUND [FND] INNER JOIN [dbo].[diary] [DIA] LEFT OUTER JOIN [dbo].[Handlers] [FN] ON [FN].[CODE] = [DIA].[FNCODE] ON [DIA].[ActionID] = [FND].[ActionID] LEFT OUTER JOIN [dbo].[TemplateActions] [TAC] LEFT OUTER JOIN [dbo].[Templates] [TMP] ON [TMP].[WKCODE] = [TAC].[WKTCODE] ON [TAC].[ACTIONCODE] = [DIA].[ACTIONCODE] LEFT OUTER JOIN [dbo].[Undertakings] [UND] ON [UND].[ActionID] = [DIA].[ACTIONID] AND [UND].[ActionID] <> 0 AND [UND].[ActionID] IS NOT NULL CROSS APPLY (SELECT CASE WHEN COUNT(1) = 0 THEN 'N' ELSE 'Y' END AS [HasAttachments] FROM [dbo].[DiaryAttachments] [DAT] WHERE [DAT].[DiaryID] = [DIA].[ACTIONID]) [HAT] WHERE CASE WHEN @PageNumber = 0 THEN 0 WHEN [FND].[ID] <= (@PageNumber - 1) * @PageSize THEN 1 WHEN [FND].[ID] > @PageNumber * @PageSize THEN 1 ELSE 0 END = 0 ORDER BY [FND].[id] End GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_FetchDiaryDelegations' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_FetchDiaryDelegations] END GO CREATE PROCEDURE [dbo].[KAAS_FetchDiaryDelegations] (@ACTIONID INT, @ASSIGNNO INT, @STATUS INT) /******************************************************************************************************* * This procedure is used load the data for TaskAddAction page Delegation Grid. * * * * Stored Procedure Name : [dbo].[KAAS_FetchDiaryDelegations] * * Copied from : [dbo].[ky_NETCCFetchDiaryDelegations] * * * * Modification History : * * 2019-04-11 Vinodhan K Created * *******************************************************************************************************/ AS BEGIN SET NOCOUNT ON DECLARE @BY VARCHAR(100) DECLARE @FOR VARCHAR(100) IF(@STATUS = 2) BEGIN SELECT D.[ACTIONID] AS [ACTIONID], RTRIM(ISNULL(D.[HANDLER], '')) AS [HANDLER], RTRIM(ISNULL(D.[TEAM], '')) AS [TEAM], D.[DATE] AS [DATE], CONVERT(VARCHAR(5), [dbo].[ky_ConvertDateAndClarionTimeToDateTime]('19000101', D.[TIME]), 108) AS [TIME], D.[DATER] AS [DATER], CASE WHEN D.[TIMER] IS NULL THEN '' ELSE CONVERT(VARCHAR(5), [dbo].[ky_ConvertDateAndClarionTimeToDateTime]('19000101', D.[TIMER]), 108) END AS [TIMER], D.[DUEDATE] AS [DUEDATE], CONVERT(VARCHAR(5), [dbo].[ky_ConvertDateAndClarionTimeToDateTime]('19000101', D.[DUETIME]), 108) AS [DUETIME], RTRIM(ISNULL(D.[REVIEW], '')) AS [REVIEW], RTRIM(ISNULL(D.[STATUS], 0)) AS [STATUS], RTRIM(ISNULL(D.[OWNER], 'N')) AS [OWNER], RTRIM(ISNULL(D.[DELEGATE], '')) AS [DELEGATE], RTRIM(ISNULL(D.[DELEGATESTATUS], 0)) AS [DELEGATESTATUS], RTRIM(ISNULL(D.[ACTIONTYPE], '')) AS [ACTIONTYPE], RTRIM(ISNULL(D.[ASSIGNNO], 0)) AS [ASSIGNNO], RTRIM(ISNULL(D.[FROMHANDLER], '')) AS [FROMHANDLER], RTRIM(ISNULL(D.[RETURNEDBY], '')) AS [RETURNEDBY], RTRIM(ISNULL(D.[DELTYPE], '')) AS [DELTYPE], CASE WHEN ISNULL(D.[DelType], '') = 'Created' THEN RTRIM(H.[NAME]) + '(' + RTRIM(ISNULL(D.[HANDLER], '')) + ')' WHEN ISNULL(D.[ReturnedBy], '') = '' THEN RTRIM(GH.[NAME]) + '(' + RTRIM(ISNULL(D.[FromHandler], '')) + ')' ELSE RTRIM(FH.[NAME]) + '(' + RTRIM(ISNULL(D.[ReturnedBy], '')) + ')' END AS [BY], RTRIM(ISNULL(H.[NAME], '')) + '(' + RTRIM(D.[HANDLER]) + ')' AS [FOR] FROM dbo.[DiaryDelegations] D LEFT OUTER JOIN [dbo].[Handlers] H ON H.[CODE] = D.[HANDLER] LEFT OUTER JOIN [dbo].[Handlers] FH ON FH.[CODE] = D.[ReturnedBy] LEFT OUTER JOIN [dbo].[Handlers] GH ON GH.[CODE] = D.[FromHandler] WHERE D.[ACTIONID] = @ACTIONID ORDER BY D.[AssignNo] DESC END ELSE BEGIN SELECT D.[ACTIONID] AS [ACTIONID], RTRIM(ISNULL(D.[HANDLER], '')) AS [HANDLER], RTRIM(ISNULL(D.[TEAM], '')) AS [TEAM], D.[DATE] AS [DATE], CONVERT(VARCHAR(5), [dbo].[ky_ConvertDateAndClarionTimeToDateTime]('19000101', D.[TIME]), 108) AS [TIME], D.[DATER] AS [DATER], CASE WHEN D.[TIMER] IS NULL THEN '' ELSE CONVERT(VARCHAR(5), [dbo].[ky_ConvertDateAndClarionTimeToDateTime]('19000101', D.[TIMER]), 108) END AS [TIMER], D.[DUEDATE] AS [DUEDATE], CONVERT(VARCHAR(5), [dbo].[ky_ConvertDateAndClarionTimeToDateTime]('19000101', D.[DUETIME]), 108) AS [DUETIME], RTRIM(ISNULL(D.[REVIEW], '')) AS [REVIEW], RTRIM(ISNULL(D.[STATUS], 0)) AS [STATUS], RTRIM(ISNULL(D.[OWNER], 'N')) AS [OWNER], RTRIM(ISNULL(D.[DELEGATE], '')) AS [DELEGATE], RTRIM(ISNULL(D.[DELEGATESTATUS], 0)) AS [DELEGATESTATUS], RTRIM(ISNULL(D.[ACTIONTYPE], '')) AS [ACTIONTYPE], RTRIM(ISNULL(D.[ASSIGNNO], 0)) AS [ASSIGNNO], RTRIM(ISNULL(D.[FROMHANDLER], '')) AS [FROMHANDLER], RTRIM(ISNULL(D.[RETURNEDBY], '')) AS [RETURNEDBY], RTRIM(ISNULL(D.[DELTYPE], '')) AS [DELTYPE], CASE WHEN ISNULL(D.[DelType], '') = 'Created' THEN RTRIM(H.[NAME]) + '(' + RTRIM(ISNULL(D.[HANDLER], '')) + ')' WHEN ISNULL(D.[ReturnedBy], '') = '' THEN RTRIM(GH.[NAME]) + '(' + RTRIM(ISNULL(D.[FromHandler], '')) + ')' ELSE RTRIM(FH.[NAME]) + '(' + RTRIM(ISNULL(D.[ReturnedBy], '')) + ')' END AS [BY], RTRIM(ISNULL(H.[NAME], '')) + '(' + RTRIM(D.[HANDLER]) + ')' AS [FOR] FROM dbo.[DiaryDelegations] D LEFT OUTER JOIN [dbo].[Handlers] H ON H.[CODE] = D.[HANDLER] LEFT OUTER JOIN [dbo].[Handlers] FH ON FH.[CODE] = D.[ReturnedBy] LEFT OUTER JOIN [dbo].[Handlers] GH ON GH.[CODE] = D.[FromHandler] WHERE D.[AssignNo] = @ASSIGNNO END SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_FetchDocumentPropertiesForEdit',N'P')IS NOT NULL DROP PROCEDURE KAAS_FetchDocumentPropertiesForEdit GO CREATE PROCEDURE [dbo].[KAAS_FetchDocumentPropertiesForEdit] ( @TRV VARCHAR(10) ) AS /******************************************************************************************************* * * * * * Stored Procedure Name : [KAAS_FetchDocumentPropertiesForEdit] * * Copied from : [ky_NETSPListDocumentClasses], [ky_NETSPGetDocProperties] * * * * Modification History: * * 2019-05-15 Arun Created, merged from two stored procedure to fetch document classes and* * document properties * *******************************************************************************************************/ BEGIN --To List Document Class SELECT RTRIM(ISNULL(DCL.[CLASSCODE], '')) AS [CLASSCODE], RTRIM(ISNULL(DCL.[CLASSDESCRIPTION], '')) AS [CLASSDESCRIPTION], CASE WHEN RTRIM(ISNULL(DCL.[RETIRED], 'N')) = 'Y' THEN 'Y' ELSE 'N' END AS [Retired] FROM [dbo].[DocumentClasses] DCL ORDER BY RTRIM(ISNULL(DCL.[CLASSDESCRIPTION], '')) --To List the File information based on Track Reference Number DECLARE @TR INT BEGIN TRY SET @TR = CONVERT(INT, @TRV) END TRY BEGIN CATCH SET @TR = 0 END CATCH SELECT [DAT].[DATEENTERED] AS [DateEntered], RTRIM(ISNULL(HANE.[NAME], '')) AS [EnteredBy], [DAT].[LASTACCESSDATE] AS [LastAccessedDate], RTRIM(ISNULL([HANA].[NAME], '')) AS [LastAccessedBy], 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([DIA].[ACTIONTYPE], '')) AS [ACTIONTYPE] FROM [dbo].[DiaryAttachments] [DAT] LEFT OUTER JOIN [dbo].[Handlers] [HANE] ON HANE.[CODE] = [DAT].[ENTEREDBY] LEFT OUTER JOIN [dbo].[Handlers] [HANA] ON [HANA].[CODE] = [DAT].[LASTACCESSBY] LEFT OUTER JOIN [dbo].[UNCAlias] [UNC] ON SUBSTRING([DAT].[FilePath], 2, 1) = ':' AND [UNC].[Drive] = SUBSTRING([DAT].[FilePath], 1, 1) LEFT OUTER JOIN [dbo].[diary] [DIA] ON [DIA].[ACTIONID] = [DAT].[DiaryID] WHERE [DAT].[TRACKREFERENCE] = @TR AND [DAT].[TrackReference] <> 0 END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_FetchEditDataUndertakings' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_FetchEditDataUndertakings] END GO CREATE PROCEDURE [KAAS_FetchEditDataUndertakings] (@CaseCode VARCHAR(20), @RecordId INT) AS /******************************************************************************************************* * This procedure is used to get the values for editing the Undertakings. * * * * Stored Procedure Name : [dbo].[KAAS_FetchEditDataUndertakings] * * Copied from : [dbo].[ky_NETFetchEditDataUndertakings] * * * * Modification History : * * 2019-06-24 Vinodhan K Created * * 2019-08-19 Dheepin Vijith K Modified - [TYPE] & [CommercialOrNon] are retrieved directly * * unlike using case previously . * ********************************************************************************************************/ BEGIN SET NOCOUNT ON SELECT RTRIM(ISNULL(UND.[MATTER], '')) AS [MATTER], UND.[SEQ] AS [SEQ], CONVERT(NVARCHAR(20), UND.[DATE], 112) AS [DATE], CASE WHEN UND.[DISCHARGEDATE] IS NULL THEN '' ELSE CONVERT(VARCHAR(20), UND.[DISCHARGEDATE], 112) END AS [DISCHARGEDATE], RTRIM(ISNULL(UND.[TYPE], '')) AS [TYPE], RTRIM(ISNULL(UND.[CommercialOrNon], '')) AS [CommercialOrNon], RTRIM(ISNULL(UND.[GivenOrReceived], '')) AS [GivenOrReceived], RTRIM(ISNULL(UND.[DESCRIPTION], '')) AS [DESCRIPTION], RTRIM(ISNULL(UND.[DischargeDescription], '')) AS [DisDescription], 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(ISNULL(UNS.[StatusDesc], '')) AS [STATUS], RTRIM(ISNULL(UND.[UndertakingTo], '')) AS [UndertakingTo], RTRIM(ISNULL(UND.[DealingNumber], '')) AS [DealingNumber], RTRIM(ISNULL(UND.[Notes], '')) AS [Notes], UNS.[RecordID] AS StatusID, RTRIM(ISNULL(UND.[Category], '')) AS [Category], ISNULL(UND.[IsConditional], CONVERT(BIT, 0)) AS [IsConditional], RTRIM(ISNULL(UND.[Condition], '')) AS [Condition], ISNULL(UNS.Retired,'N') AS [Retired], UND.[NeedsAttention] AS [NeedsAttention], ISNULL(UND.[AddCommentLedger],1) AS [AddCommentLedger] FROM [dbo].[Undertakings] UND LEFT OUTER JOIN [dbo].[UndertakingStatus] UNS ON UNS.[RecordID] = UND.[STATUS] WHERE UND.[MATTER] = @CaseCode AND UND.[RECORDID] = @RecordId ORDER BY UND.[MATTER] DESC, UND.[SEQ] DESC, UND.[DATE] DESC, UND.[RECORDID] DESC DECLARE @ACTIONIDORG BIGINT SELECT @ACTIONIDORG = UND.[ActionID] FROM [dbo].[Undertakings] UND WHERE UND.[RECORDID] = @RecordId SELECT TOP 1 CONVERT(VARCHAR(20),DEL.[DATE],112) AS [Date] FROM [dbo].[DiaryDelegations] DEL WHERE DEL.[ActionID] = @ACTIONIDORG ORDER BY DEL.[AssignNo] DESC SELECT UNL.[UndertakingLogID], UNL.[UndertakingID], UNL.[FieldChanges], UNL.[FromValue], UNL.[ToValue], UNL.[ByWho], UNL.[ModifiedDate] FROM [dbo].[UndertakingLog] UNL WHERE UNL.[UndertakingID] = @ACTIONIDORG ORDER BY UNL.[ModifiedDate] DESC SET NOCOUNT OFF END GO IF OBJECT_ID(N'[KAAS_FetchEFTDetails]',N'P')IS NOT NULL BEGIN DROP PROCEDURE [KAAS_FetchEFTDetails] END GO CREATE PROCEDURE [KAAS_FetchEFTDetails] /********************************************************************************************* * * Description: This procedure is used to FETCH EFT details * * Stored Procedure Name : KAAS_FetchEFTDetails * Copied From : ky_NETFetchEFTDetails2 * * Modification History: * 2017-10-03 John Created v2, added EFT Generator Location * 2019-08-06 Vinodhan Created KAAS_FetchEFTDetails * *********************************************************************************************/ AS BEGIN SET NOCOUNT ON SELECT ISNULL(EFT.[EFTYN], 'N') AS [EFTYN], ISNULL(EFT.[EFTLimit], '0.00') AS [EFTLimit], ISNULL(EFT.[EFTTransactionLimit], '0') AS [EFTTransactionLimit], ISNULL(EFT.[BankFileName], '') AS [BankFileName], ISNULL(EFT.[Location], '') AS [Location], ISNULL(EFT.[FileNumber], '0') AS [FileNumber], EFT.[RecordID] AS [RecordID], ISNULL(EFTGL.[KeyValue], '') AS [EFTGeneratorLocation] FROM [dbo].[EFTDetails] AS EFT OUTER APPLY (SELECT TOP 1 [SET].[KeyValue] FROM [dbo].[Settings] AS [SET] WHERE [SET].[KeyName] = 'EFTGeneratorLocation') AS EFTGL SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_FetchHandler' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_FetchHandler] END GO CREATE PROCEDURE [KAAS_FetchHandler] (@Code VARCHAR(10) = '') AS /******************************************************************************************************* * This procedure used to fetch only active handler with out team and retired handler. * * * * Stored Procedure Name : [dbo].[KAAS_FetchHandler] * * Copied from : [dbo].[ky_NETFetchHandler] * * * * Modification History: * * 2019-07-05 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON SELECT RTRIM([HAN].[TEAMCODE]) AS [TEAMCODE], RTRIM([HAN].[CODE]) AS [Code], RTRIM([HAN].[NAME]) AS [Name], RTRIM(ISNULL([HAN].[TEAM], '')) AS [Team], [HAN].[RATE] AS [Rate], CASE WHEN ISNULL([HAN].[RETIRED], 'N') = 'Y' THEN 'Y' ELSE 'N' END AS [Retired], RTRIM(ISNULL([HAN].[EMAIL], '')) AS [Email], RTRIM(ISNULL([HAN].[SIGNATURE], '')) AS [Signature] FROM [dbo].[Handlers] [HAN] WHERE ( ISNULL([HAN].[Retired], 'N') <> 'Y' OR [HAN].[CODE] = @Code) AND ISNULL([HAN].[TEAMCODE], 'N') <> 'Y' SET NOCOUNT OFF END GO IF OBJECT_ID(N'[KAAS_FetchIntellisense]',N'P')IS NOT NULL DROP PROCEDURE [KAAS_FetchIntellisense] GO CREATE PROCEDURE [KAAS_FetchIntellisense] ( @Handler VARCHAR(6) ) AS /******************************************************************************************************* * This procedure is used To fetch the Intellisense. * * * * Stored Procedure Name : [dbo].[KAAS_FetchIntellisense] * * Copied from : [dbo].[ky_NETFetchIntellisense] * * * * Modification History : * * 2019-04-12 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON SELECT RTRIM(Id) AS Id, RTRIM(Handler) AS Handler, RTRIM(Narrative) AS Narrative FROM Intellisense WHERE Handler = @Handler ORDER by Narrative SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_FetchLinkedMatters',N'P')IS NOT NULL DROP PROCEDURE KAAS_FetchLinkedMatters GO CREATE PROCEDURE KAAS_FetchLinkedMatters ( @MatterCode NVARCHAR(20)--@MatterCode MUST be NVARCHAR as it's defined as such in [dbo].[LinkedMatters] ) AS /* Created By : Arun V Date : 29Oct2014 Description : This procedure is used to FETCH links cases based on matter code Modification History ----------------------------------------------------- Date | Modified By | Description ----------------------------------------------------- 2019-05-23 Arun V Copied from ky_NETFetchLinkedMatters */ BEGIN SET NOCOUNT ON SELECT l.RecordId, m.Code AS CaseCode, m.FECode AS FeeEarner,c.Name AS Name, m.[Description], l.Relationship FROM LinkedMatters L LEFT JOIN matters M ON m.Code = L.LinkedMatter LEFT JOIN Contacts C ON c.Code = m.ClientCode WHERE l.PrimeMatter = @MatterCode SET NOCOUNT OFF END GO IF OBJECT_ID(N'[KAAS_FetchLoadUndertakings]',N'P')IS NOT NULL DROP PROCEDURE [KAAS_FetchLoadUndertakings] GO CREATE PROCEDURE [KAAS_FetchLoadUndertakings] (@CaseCode VARCHAR(20), @Code VARCHAR(10) = '') AS /******************************************************************************************************* *This procedure is used load the data for add Undertakings page. * * 1. Fee Earner. * * 2. Case Associate type list box * * * * Stored Procedure Name : [dbo].[KAAS_FetchLoadUndertakings] * * Copied from : [dbo].[ky_NETFetchLoadUndertakings] * * * * Modification History : * * 2019-06-24 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON DECLARE @FeeEarner VARCHAR(10) DECLARE @UndertakingTo VARCHAR(10) SET @FeeEarner = (SELECT U.AuthorisedByFE FROM Undertakings U LEFT JOIN FeeEarnerCodes F ON U.AuthorisedByFE = F.Code WHERE U.RECORDID = CONVERT(INT,@Code)) SET @UndertakingTo = (SELECT ISNULL(U.UndertakingTo,'') FROM Undertakings U WHERE U.RECORDID = CONVERT(INT,@Code)) SELECT RTRIM(Code) AS Code, RTRIM(Name) AS FeeEarners FROM FeeEarnerCodes WHERE REPLACE(ISNULL(Retired,'N'),' ','N') <> 'Y' OR Code = @FeeEarner SELECT RTRIM(D.CODE) AS CODE, RTRIM(C.[DESCRIPTION]) AS [DESCRIPTION], CASE WHEN RTRIM(D.COMPANY) <> '' THEN RTRIM(D.Name) + ' ('+ RTRIM(D.COMPANY) +')' ELSE RTRIM(D.Name) END AS NMCMP FROM CaseContacts A LEFT OUTER JOIN CaseAssociatesContacts B ON A.ASSIGNEDCONTACT= B.KEYID LEFT OUTER JOIN AssociateTypes C ON A.CONTYPE= C.CODE LEFT OUTER JOIN CaseAssociatesNames D ON A.NAMECODE= D.CODE WHERE UPPER(A.CASECODE) = UPPER(RTRIM(@CaseCode)) AND A.NAMECODE <> '' AND (ISNULL(A.Retired,'') <> 'Y' OR A.NAMECODE = CASE @UndertakingTo WHEN '' THEN A.NAMECODE ELSE @UndertakingTo END) ORDER BY A.CASECODE, A.CONTYPE, A.CONNUM SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_FetchMaritalStatus',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_FetchMaritalStatus] GO CREATE PROCEDURE [dbo].[KAAS_FetchMaritalStatus] (@AssciateCode VARCHAR(10) = '' ) AS /******************************************************************************************************* * This procedure is used to FETCH marital status * * * * Stored Procedure Name : [dbo].[KAAS_FetchMaritalStatus] * * Copied from : [dbo].[ky_NETCONFetchMaritalStatus] * * * * Modification History : * * 2019-04-24 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON SELECT RTRIM([CDECODE]) AS Code, RTRIM(ISNULL([CDEDESC],'')) AS [MaritialStatus] FROM [MiscCodes] WHERE [CDETYPE] = 'MRS' AND [CDECODE] <> '' AND (ISNULL([Retired],'N') = 'N' OR [CDECODE] = @AssciateCode) SET NOCOUNT OFF END GO IF OBJECT_ID(N'[KAAS_FetchMatterChargeOutRates]',N'P')IS NOT NULL DROP PROCEDURE [KAAS_FetchMatterChargeOutRates] GO CREATE PROCEDURE [KAAS_FetchMatterChargeOutRates] ( @MatterCode VARCHAR(20), @IncludeRetired CHAR(1) = 'Y' ) AS /******************************************************************************************************* * This procedure is used FETCH matter charge out rates. * * * * Stored Procedure Name : [dbo].[KAAS_FetchMatterChargeOutRates] * * Copied from : [dbo].[ky_NETMATFetchMatterChargeOutRates] * * * * Modification History : * * 2019-05-23 Vinodhan K Created * * 2019-07-11 Vinodhan K Modified - Added [OldRate] field * *******************************************************************************************************/ BEGIN SET NOCOUNT ON SELECT M.RECORDID AS RECORDID, RTRIM(M.FECODE) AS FECODE, ISNULL(M.RATE,0) AS RATE, ISNULL(M.LastRate,'0.0') AS OldRate, M.EffectiveDate AS EFFECTIVEDATE, COALESCE(H.Name, Hg.Name,m.fecode) AS FeeEarnerName, (CASE WHEN ISNULL(H.Retired,'N') = 'Y' THEN ISNULL(H.Retired,'N') ELSE ISNULL(Hg.RETIRED,'N') END) AS IsRetired FROM MatterChargeOutRates M LEFT JOIN Handlers H on H.Code = m.FeCode LEFT JOIN HandlerChargeGroups Hg on Hg.Code = m.FeCode WHERE M.MatterCode = @MatterCode AND (@IncludeRetired = 'Y' OR ISNULL(H.Retired, 'N') <> 'Y' or ISNULL(Hg.Retired, 'N') <> 'Y') SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_FetchMatterEstimateFeeLogs',N'P')IS NOT NULL DROP PROCEDURE KAAS_FetchMatterEstimateFeeLogs GO CREATE PROCEDURE KAAS_FetchMatterEstimateFeeLogs ( @MatterCode VARCHAR(20) ) AS /******************************************************************************************************* * This procedure is used to fetch the matter estimate fees logs based on matters * * * * Stored Procedure Name : [dbo].[KAAS_FetchMatterEstimateFeeLogs] * * Copied from : [dbo].[Ky_NETFetchMatterEstimateFeeLogs] * * * * Modification History : * * 2019-05-22 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON SELECT ML.[Log], ML.[MatterCode], ML.[Date], ML.[Who], ML.[EstimateFee], M.[Description] FROM MatterEstimateFeeLogs ML LEFT JOIN matters M ON M.Code = ML.MatterCode WHERE ML.[MatterCode] = (CASE WHEN @MatterCode<>'' THEN @MatterCode ELSE ML.[MatterCode] END) ORDER BY ML.[Date] SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_FetchMattersEstimatedFee' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_FetchMattersEstimatedFee] END GO CREATE PROCEDURE [dbo].[KAAS_FetchMattersEstimatedFee] ( @MatterCode VARCHAR(20)) AS /******************************************************************************************************* * This SP used to Fetch details FROM Matters Estimated Fees table * * * * Stored Procedure Name : [dbo].[KAAS_FetchMattersEstimatedFee] * * Copied from : [dbo].[ky_NETFetchMattersEstimatedFee] * * * * Modification History : * * 2019-05-22 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT RTRIM(ISNULL(ME.RecordID , 0)) AS ID, RTRIM(ISNULL(ME.MatterCode , '')) AS [MatterCode], ME.EstimatedBillDate AS EstimatedBillDate, ISNULL(ME.EstimatedFeesAmt,0) AS EstimatedFeesAmt FROM MattersEstimatedFees ME WHERE RTRIM(ME.MatterCode) = RTRIM(@MatterCode) END GO IF OBJECT_ID(N'KAAS_FetchMinutesPerUnit',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_FetchMinutesPerUnit] GO CREATE PROCEDURE [dbo].[KAAS_FetchMinutesPerUnit] AS /******************************************************************************************************* * * * * * Stored Procedure Name : [dbo].[KAAS_FetchMinutesPerUnit] * * Copied from : [dbo].[ky_NETDashboardCaseAlert] * * * * Modification History: * * 2019-04-22 Vinodhan K Created * *******************************************************************************************************/ BEGIN DECLARE @TUTNUMVALUE DECIMAL(17, 2) SELECT @TUTNUMVALUE = CTN.[NumValue] FROM [dbo].[CtrlNum] CTN WHERE CTN.[Code] = 'TimeUnit' SET @TUTNUMVALUE = CASE WHEN ISNULL(@TUTNUMVALUE, 0) = 0 THEN 6 ELSE @TUTNUMVALUE END SELECT @TUTNUMVALUE AS [MinutesPerUnit] END GO IF OBJECT_ID(N'KAAS_FetchOfficersList',N'P')IS NOT NULL DROP PROCEDURE KAAS_FetchOfficersList GO CREATE PROCEDURE KAAS_FetchOfficersList ( @ClientCode VARCHAR(15) ) AS /******************************************************************************************************* * * * Stored Procedure Name : [dbo].[KAAS_FetchOfficersList] * * Copied from : [dbo].[ky_NETFetchOfficersList] * * * * Modification History : * * 2019-04-13 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON SELECT CONTACTOFFICER, NAME, COSECRETARY, DATEAPPOINTED, DATERESIGNED, RECORDID FROM Officers WHERE CONTACTCODE = @ClientCode SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_FetchOpenedMatterList', N'P') IS NOT NULL BEGIN DROP PROCEDURE [dbo].[KAAS_FetchOpenedMatterList] END GO CREATE PROCEDURE [dbo].[KAAS_FetchOpenedMatterList] (@Search NVARCHAR(MAX)) AS /******************************************************************************************************* * * * Stored Procedure Name: [dbo].[KAAS_FetchOpenedMatterList] * * Copied from : [dbo].[ky_NETSPXMLMatterSearch2] * * * * Modification History: * * 2019-04-01 Vinodhan K Created * *******************************************************************************************************/ BEGIN DECLARE @closed NCHAR(1) DECLARE @orderby NVARCHAR(50) DECLARE @order NVARCHAR(4) DECLARE @howmany INT DECLARE @handler NVARCHAR(10) DECLARE @which INT DECLARE @BitWiseID BIGINT DECLARE @searchtext VARCHAR(MAX) DECLARE @searchonlycode VARCHAR(3) DECLARE @departmentdesc VARCHAR(50) DECLARE @department VARCHAR(5) DECLARE @worktypedesc VARCHAR(50) DECLARE @worktype VARCHAR(5) DECLARE @filecolourdesc VARCHAR(20) DECLARE @filecolour VARCHAR(3) DECLARE @feecode VARCHAR(10) DECLARE @includename BIT DECLARE @includedescription BIT DECLARE @includeaddress BIT DECLARE @includeemail BIT DECLARE @includecode BIT DECLARE @includeoldref BIT DECLARE @includeuser1 BIT DECLARE @andorname VARCHAR(3) DECLARE @andornamevalue VARCHAR(200) DECLARE @andordescription VARCHAR(3) DECLARE @andordescriptionvalue VARCHAR(200) DECLARE @andoraddress VARCHAR(3) DECLARE @andoraddressvalue VARCHAR(200) DECLARE @andorcode VARCHAR(3) DECLARE @andorcodevalue VARCHAR(200) DECLARE @andorfeecode VARCHAR(3) DECLARE @andorfeecodevalue VARCHAR(200) DECLARE @andoroldref VARCHAR(3) DECLARE @andoroldrefvalue VARCHAR(200) DECLARE @andordept VARCHAR(3) DECLARE @andordeptvalue VARCHAR(200) DECLARE @andoruser1 VARCHAR(3) DECLARE @andoruser1value VARCHAR(200) DECLARE @andoruser2 VARCHAR(3) DECLARE @andoruser2value VARCHAR(200) DECLARE @andoruser3 VARCHAR(3) DECLARE @andoruser3value VARCHAR(200) DECLARE @andoryourref VARCHAR(3) DECLARE @andoryourrefvalue VARCHAR(200) DECLARE @andorwtype VARCHAR(3) DECLARE @andorwtypevalue VARCHAR(200) DECLARE @iSL INT BEGIN TRY EXEC sp_xml_preparedocument @iSL OUTPUT, @Search END TRY BEGIN CATCH EXEC sp_xml_preparedocument @iSL OUTPUT, N'' END CATCH SELECT @closed = CASE ISNULL(SRC.[closed], N'N') WHEN N'Y' THEN N'Y' WHEN N'B' THEN N'B' ELSE N'N' END, @orderby = ISNULL(SRC.[orderby], N''), @order = CASE ISNULL(SRC.[order], N'DESC') WHEN N'DESC' THEN N'DESC' ELSE N'ASC' END, @howmany = ISNULL(SRC.[howmany], 500), @handler = ISNULL(SRC.[handler], N''), @which = CASE ISNULL(SRC.[which], 0) WHEN 1 THEN 1 --My Matters WHEN 2 THEN 2 --Recent Matters ELSE 0 END, --All Matters @searchtext = ISNULL(SRC.[search], ''), @searchonlycode = ISNULL(SRC.[searchonlycode], ''), @departmentdesc = ISNULL(SRC.[dept], ''), @worktypedesc = ISNULL(SRC.[wtype], ''), @filecolourdesc = ISNULL(SRC.[colour], ''), @feecode = ISNULL(SRC.[feecodefilter], ''), @includeaddress = ISNULL(SRC.[includeaddress], 0), @includeemail = ISNULL(SRC.[includeemail], 0), @includecode = ISNULL(SRC.[includecode], 0), @includedescription = ISNULL(SRC.[includedescription], 0), @includename = ISNULL(SRC.[includename], 0), @includeoldref = ISNULL(SRC.[includeoldref], 0), @includeuser1 = ISNULL(SRC.[includeuser1], 0), @andorname = ISNULL(SRC.[andorname], ''), @andornamevalue = ISNULL(SRC.[andornamevalue], ''), @andordescription = ISNULL(SRC.[andordescription], ''), @andordescriptionvalue = ISNULL(SRC.[andordescriptionvalue], ''), @andoraddress = ISNULL(SRC.[andoraddress], ''), @andoraddressvalue = ISNULL(SRC.[andoraddressvalue], ''), @andorcode = ISNULL(SRC.[andorcode], ''), @andorcodevalue = ISNULL(SRC.[andorcodevalue], ''), @andorfeecode = ISNULL(SRC.[andorfeecode], ''), @andorfeecodevalue = ISNULL(SRC.[andorfeecodevalue], ''), @andoroldref = ISNULL(SRC.[andoroldref], ''), @andoroldrefvalue = ISNULL(SRC.[andoroldrefvalue], ''), @andordept = ISNULL(SRC.[andordept], ''), @andordeptvalue = ISNULL(SRC.[andordeptvalue], ''), @andoruser1 = ISNULL(SRC.[andoruser1], ''), @andoruser1value = ISNULL(SRC.[andoruser1value], ''), @andoruser2 = ISNULL(SRC.[andoruser2], ''), @andoruser2value = ISNULL(SRC.[andoruser2value], ''), @andoruser3 = ISNULL(SRC.[andoruser3], ''), @andoruser3value = ISNULL(SRC.[andoruser3value], ''), @andoryourref = ISNULL(SRC.[andoryourref], ''), @andoryourrefvalue = ISNULL(SRC.[andoryourrefvalue], ''), @andorwtype = ISNULL(SRC.[andorwtype], ''), @andorwtypevalue = ISNULL(SRC.[andorwtypevalue], '') FROM OPENXML(@iSL, N'search') WITH ([closed] NCHAR(1) '@closed', [orderby] NVARCHAR(50) '@orderby', [order] NVARCHAR(4) '@order', [howmany] INT '@howmany', [handler] NVARCHAR(10) '@handler', [which] INT '@which', [search] VARCHAR(MAX) '@search', [searchonlycode] VARCHAR(3) '@searchonlycode', [dept] VARCHAR(50) '@departmentfilter', [wtype] VARCHAR(50) '@worktypefilter', [colour] VARCHAR(20) '@filecolourfilter', [feecodefilter] VARCHAR(10) '@feecodefilter', [includeaddress] BIT 'include/includefield[@name="address"]', [includecode] BIT 'include/includefield[@name="code"]', [includedescription] BIT 'include/includefield[@name="description"]', [includename] BIT 'include/includefield[@name="name"]', [includeoldref] BIT 'include/includefield[@name="oldref"]', [includeuser1] BIT 'include/includefield[@name="user1"]', [includeemail] BIT 'include/includefield[@name="email"]', [andorname] VARCHAR(3) 'andor/andorfield[@name="name"]/@andor', [andornamevalue] VARCHAR(100) 'andor/andorfield[@name="name"]/@search', [andordescription] VARCHAR(3) 'andor/andorfield[@name="description"]/@andor', [andordescriptionvalue] VARCHAR(100) 'andor/andorfield[@name="description"]/@search', [andoraddress] VARCHAR(3) 'andor/andorfield[@name="address"]/@andor', [andoraddressvalue] VARCHAR(100) 'andor/andorfield[@name="address"]/@search', [andorcode] VARCHAR(3) 'andor/andorfield[@name="code"]/@andor', [andorcodevalue] VARCHAR(100) 'andor/andorfield[@name="code"]/@search', [andorfeecode] VARCHAR(3) 'andor/andorfield[@name="feecode"]/@andor', [andorfeecodevalue] VARCHAR(100) 'andor/andorfield[@name="feecode"]/@search', [andoroldref] VARCHAR(3) 'andor/andorfield[@name="oldref"]/@andor', [andoroldrefvalue] VARCHAR(100) 'andor/andorfield[@name="oldref"]/@search', [andordept] VARCHAR(3) 'andor/andorfield[@name="dept"]/@andor', [andordeptvalue] VARCHAR(100) 'andor/andorfield[@name="dept"]/@search', [andoruser1] VARCHAR(3) 'andor/andorfield[@name="user1"]/@andor', [andoruser1value] VARCHAR(100) 'andor/andorfield[@name="user1"]/@search', [andoruser2] VARCHAR(3) 'andor/andorfield[@name="user2"]/@andor', [andoruser2value] VARCHAR(100) 'andor/andorfield[@name="user2"]/@search', [andoruser3] VARCHAR(3) 'andor/andorfield[@name="user3"]/@andor', [andoruser3value] VARCHAR(100) 'andor/andorfield[@name="user3"]/@search', [andoryourref] VARCHAR(3) 'andor/andorfield[@name="yourref"]/@andor', [andoryourrefvalue] VARCHAR(100) 'andor/andorfield[@name="yourref"]/@search', [andorwtype] VARCHAR(3) 'andor/andorfield[@name="wtype"]/@andor', [andorwtypevalue] VARCHAR(100) 'andor/andorfield[@name="wtype"]/@search') SRC IF @filecolourdesc <> '' BEGIN SELECT @filecolour = FC.[COLOURCODE] FROM [dbo].[FileColours] FC WITH (NOLOCK) WHERE FC.[COLOURDESC] = @filecolourdesc END SET @filecolour = ISNULL(@filecolour, '') IF @departmentdesc <> '' BEGIN SELECT @department = DP.[CODE] FROM [dbo].[Departments] DP WITH (NOLOCK) WHERE DP.[DESCRIPTION] = @departmentdesc END SET @department = ISNULL(@department, '') IF @worktypedesc <> '' BEGIN IF @worktypedesc LIKE 'Unknown Worktype: %' BEGIN SELECT @worktype = WT.[CODE] FROM [dbo].[WorkTypes] WT WITH (NOLOCK) WHERE 'Unknown Worktype: ' + WT.[CODE] = @worktypedesc OR WT.[DESC] = @worktypedesc END ELSE BEGIN SELECT @worktype = WT.[CODE] FROM [dbo].[WorkTypes] WT WITH (NOLOCK) WHERE WT.[DESC] = @worktypedesc END END SET @worktype = ISNULL(@worktype, '') SET @feecode = ISNULL(@feecode, '') EXEC sp_xml_removedocument @iSL DECLARE @NCOMMAND NVARCHAR(MAX) DECLARE @HasWhere BIT SET @HasWhere = 0 SET @handler = CASE WHEN RTRIM(ISNULL(@handler, '')) = '' THEN 'ADM' ELSE RTRIM(@handler) END SELECT @BitWiseID = HNG.[BitWiseID] FROM HandlerNETGroupMembership HNG WITH (NOLOCK) WHERE HNG.[HANDLER] = CONVERT(VARCHAR(10), @handler) SET @BitWiseID = ISNULL(@BitWiseID, [dbo].[ky_NETFNGetOldPermissions](RTRIM(ISNULL(@handler, '')))) IF (@handler = 'ADM') BEGIN SET @BitWiseID = CONVERT(BIGINT, -1) END SET @NCOMMAND = N' --SELECT ''How Many: '' + CONVERT(VARCHAR(10), @HowMany) --SELECT ''Handler: '' + @Handler --SELECT ''BitWise ID: '' + CONVERT(VARCHAR(10), @BitWiseID) DECLARE @Result TABLE ([id] INT IDENTITY(1, 1) PRIMARY KEY CLUSTERED, [Code] VARCHAR(20) NOT NULL, [Name] VARCHAR(256) NOT NULL, [Description] VARCHAR(200) NOT NULL) INSERT INTO @Result ([Code], [Name], [Description]) SELECT SM.[Code] AS [Code], SM.[Name] AS [Name], SM.[Description] AS [Description] FROM [dbo].[SearchMatters] SM WITH (NOLOCK) CROSS APPLY (SELECT SUBSTRING(CONVERT(VARCHAR, DATEADD(minute, ISNULL(SUM(ISNULL(TDB.[time], 0)), 0), ''19000101''), 108), 1, 5) AS [TOTALTIME] FROM [dbo].[TimeDayBook] TDB WITH (NOLOCK) WHERE TDB.[FeeEarn] = @Handler AND TDB.[matter] = SM.[code]) TTT' SET @NCOMMAND = @NCOMMAND + N' LEFT OUTER JOIN [dbo].[RecentMatterList] RML WITH (NOLOCK) ON RML.[FEE] = @handler AND RML.[MATTER] = SM.[Code]' IF (@BitWiseID = 0) BEGIN SET @NCOMMAND = @NCOMMAND + N' WHERE ( SM.[Privileges] = 0 OR SM.[Privileges] = -1)' END ELSE IF (@BitWiseID = -1) BEGIN SET @NCOMMAND = @NCOMMAND + N' WHERE 1 = 1' END ELSE BEGIN SET @NCOMMAND = @NCOMMAND + N' WHERE SM.[Privileges] & @BitWiseID <> 0' END IF (@which = 1) BEGIN SET @NCOMMAND = @NCOMMAND + N' AND SM.[FECode] = @handler' END IF (@closed = 'N') BEGIN SET @NCOMMAND = @NCOMMAND + N' AND SM.[Closed] = 0' END IF (@closed = 'Y') BEGIN SET @NCOMMAND = @NCOMMAND + N' AND SM.[Closed] = 1' END IF (@worktype <> '') BEGIN SET @NCOMMAND = @NCOMMAND + N' AND SM.[WType] = @WorkType' END IF (@department <> '') BEGIN SET @NCOMMAND = @NCOMMAND + N' AND SM.[Dept] = @department' END IF (@filecolour <> '') BEGIN SET @NCOMMAND = @NCOMMAND + N' AND SM.[FileColour] = @filecolour' END IF (@feecode <> '') BEGIN SET @NCOMMAND = @NCOMMAND + N' AND SM.[FECode] = @feecode' END DECLARE @SearchIncludes NVARCHAR(MAX) SET @SearchIncludes = N'' IF (@searchtext <> '') BEGIN IF SUBSTRING(@searchtext, 1, 1) <> '%' BEGIN SET @searchtext = '%' + @searchtext END IF SUBSTRING(@searchtext, LEN(@searchtext), 1) <> '%' BEGIN SET @searchtext = @searchtext + '%' END SET @searchtext = @searchtext COLLATE SQL_Latin1_General_Cp1251_CS_AS IF (@includeaddress = 0) AND (@includecode = 0) AND (@includedescription = 0) AND (@includename = 0) AND (@includeoldref = 0) AND (@includeuser1 = 0) AND (@includeemail = 0) BEGIN -- This is the standard call - not from Advanced Matter Search, so we search in everything IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END IF @searchonlycode <> 'yes' BEGIN SET @SearchIncludes = @SearchIncludes + N'SM.[NCDescription] LIKE @searchtext OR SM.[Code] LIKE @searchtext OR SM.[User1] LIKE @searchtext OR SM.[User2] LIKE @searchtext OR SM.[User3] LIKE @searchtext OR SM.[OldRef] LIKE @searchtext OR SM.[YourRef] LIKE @searchtext OR SM.[NCName] LIKE @searchtext OR SM.[NCAddress] LIKE @searchtext OR SM.[Email] LIKE @searchtext OR SM.[NCHandlerName] LIKE @searchtext OR SM.[NCPartnerName] LIKE @searchtext OR SM.[DeptDescription] LIKE @searchtext OR SM.[WTypeDescription] LIKE @searchtext OR SM.[FileColourDescription] LIKE @searchtext OR SM.[MatterStatusDescription] LIKE @searchtext' END ELSE BEGIN SET @SearchIncludes = @SearchIncludes + N'SM.[Code] LIKE @searchtext' END END ELSE BEGIN IF (@includeaddress = 1) BEGIN IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[NCAddress] LIKE @searchtext' END IF (@includecode = 1) BEGIN IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[Code] LIKE @searchtext' END IF (@includedescription = 1) BEGIN IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[NCDescription] LIKE @searchtext' END IF (@includename = 1) BEGIN IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[NCName] LIKE @searchtext' END IF (@includeoldref = 1) BEGIN IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[OldRef] LIKE @searchtext' END IF (@includeuser1 = 1) BEGIN IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[User1] LIKE @searchtext' END IF (@includeemail = 1) BEGIN IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[Email] LIKE @searchtext' END END END IF @andoraddress = 'OR' BEGIN IF SUBSTRING(@andoraddressvalue, 1, 1) <> '%' BEGIN SET @andoraddressvalue = '%' + @andoraddressvalue END IF SUBSTRING(@andoraddressvalue, LEN(@andoraddressvalue), 1) <> '%' BEGIN SET @andoraddressvalue = @andoraddressvalue + '%' END SET @andoraddressvalue = @andoraddressvalue COLLATE SQL_Latin1_General_Cp1251_CS_AS IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[NCAddress] LIKE @andoraddressvalue' END IF @andorcode = 'OR' BEGIN IF CHARINDEX('%', @andorcodevalue, 1) = 0 BEGIN IF SUBSTRING(@andorcodevalue, 1, 1) <> '%' BEGIN SET @andorcodevalue = '%' + @andorcodevalue END IF SUBSTRING(@andorcodevalue, LEN(@andorcodevalue), 1) <> '%' BEGIN SET @andorcodevalue = @andorcodevalue + '%' END END IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[Code] LIKE @andorcodevalue' END IF @andordept = 'OR' BEGIN IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[Dept] = @andordeptvalue' END IF @andordescription = 'OR' BEGIN IF SUBSTRING(@andordescriptionvalue, 1, 1) <> '%' BEGIN SET @andordescriptionvalue = '%' + @andordescriptionvalue END IF SUBSTRING(@andordescriptionvalue, LEN(@andordescriptionvalue), 1) <> '%' BEGIN SET @andordescriptionvalue = @andordescriptionvalue + '%' END SET @andordescriptionvalue = @andordescriptionvalue COLLATE SQL_Latin1_General_Cp1251_CS_AS IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[NCDescription] LIKE @andordescriptionvalue' END IF @andorfeecode = 'OR' BEGIN IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[FECode] = @andorfeecodevalue' END IF @andorname = 'OR' BEGIN IF SUBSTRING(@andornamevalue, 1, 1) <> '%' BEGIN SET @andornamevalue = '%' + @andornamevalue END IF SUBSTRING(@andornamevalue, LEN(@andornamevalue), 1) <> '%' BEGIN SET @andornamevalue = @andornamevalue + '%' END SET @andornamevalue = @andornamevalue COLLATE SQL_Latin1_General_Cp1251_CS_AS IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[NCName] LIKE @andornamevalue' END IF @andoroldref = 'OR' BEGIN IF SUBSTRING(@andoroldrefvalue, 1, 1) <> '%' BEGIN SET @andoroldrefvalue = '%' + @andoroldrefvalue END IF SUBSTRING(@andoroldrefvalue, LEN(@andoroldrefvalue), 1) <> '%' BEGIN SET @andoroldrefvalue = @andoroldrefvalue + '%' END IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[OldRef] LIKE @andoroldrefvalue' END IF @andoruser1 = 'OR' BEGIN IF SUBSTRING(@andoruser1value, 1, 1) <> '%' BEGIN SET @andoruser1value = '%' + @andoruser1value END IF SUBSTRING(@andoruser1value, LEN(@andoruser1value), 1) <> '%' BEGIN SET @andoruser1value = @andoruser1value + '%' END IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[User1] LIKE @andoruser1value' END IF @andoruser2 = 'OR' BEGIN IF SUBSTRING(@andoruser2value, 1, 1) <> '%' BEGIN SET @andoruser2value = '%' + @andoruser2value END IF SUBSTRING(@andoruser2value, LEN(@andoruser2value), 1) <> '%' BEGIN SET @andoruser2value = @andoruser2value + '%' END IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[User2] LIKE @andoruser2value' END IF @andoruser3 = 'OR' BEGIN IF SUBSTRING(@andoruser3value, 1, 1) <> '%' BEGIN SET @andoruser3value = '%' + @andoruser3value END IF SUBSTRING(@andoruser3value, LEN(@andoruser3value), 1) <> '%' BEGIN SET @andoruser3value = @andoruser3value + '%' END IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[User3] LIKE @andoruser3value' END IF @andorwtype = 'OR' BEGIN IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[WType] = @andorwtypevalue' END IF @andoryourref = 'OR' BEGIN IF SUBSTRING(@andoryourrefvalue, 1, 1) <> '%' BEGIN SET @andoryourrefvalue = '%' + @andoryourrefvalue END IF SUBSTRING(@andoryourrefvalue, LEN(@andoryourrefvalue), 1) <> '%' BEGIN SET @andoryourrefvalue = @andoryourrefvalue + '%' END IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[YourRef] LIKE @andoryourrefvalue' END --SELECT @SearchIncludes IF @SearchIncludes <> '' BEGIN SET @NCOMMAND = @NCOMMAND + N' AND ( ' + @SearchIncludes + N')' END IF @andoraddress = 'AND' BEGIN IF SUBSTRING(@andoraddressvalue, 1, 1) <> '%' BEGIN SET @andoraddressvalue = '%' + @andoraddressvalue END IF SUBSTRING(@andoraddressvalue, LEN(@andoraddressvalue), 1) <> '%' BEGIN SET @andoraddressvalue = @andoraddressvalue + '%' END SET @andoraddressvalue = @andoraddressvalue COLLATE SQL_Latin1_General_Cp1251_CS_AS SET @NCOMMAND = @NCOMMAND + N' AND SM.[NCAddress] LIKE @andoraddressvalue' END IF @andorcode = 'AND' BEGIN IF SUBSTRING(@andorcodevalue, 1, 1) <> '%' BEGIN SET @andorcodevalue = '%' + @andorcodevalue END IF SUBSTRING(@andorcodevalue, LEN(@andorcodevalue), 1) <> '%' BEGIN SET @andorcodevalue = @andorcodevalue + '%' END SET @NCOMMAND = @NCOMMAND + N' AND SM.[Code] LIKE @andorcodevalue' END IF @andordept = 'AND' BEGIN SET @NCOMMAND = @NCOMMAND + N' AND SM.[Dept] = @andordeptvalue' END IF @andordescription = 'AND' BEGIN IF SUBSTRING(@andordescriptionvalue, 1, 1) <> '%' BEGIN SET @andordescriptionvalue = '%' + @andordescriptionvalue END IF SUBSTRING(@andordescriptionvalue, LEN(@andordescriptionvalue), 1) <> '%' BEGIN SET @andordescriptionvalue = @andordescriptionvalue + '%' END SET @andordescriptionvalue = @andordescriptionvalue COLLATE SQL_Latin1_General_Cp1251_CS_AS SET @NCOMMAND = @NCOMMAND + N' AND SM.[NCDescription] LIKE @andordescriptionvalue' END IF @andorfeecode = 'AND' BEGIN SET @NCOMMAND = @NCOMMAND + N' AND SM.[FECode] = @andorfeecodevalue' END IF @andorname = 'AND' BEGIN IF SUBSTRING(@andornamevalue, 1, 1) <> '%' BEGIN SET @andornamevalue = '%' + @andornamevalue END IF SUBSTRING(@andornamevalue, LEN(@andornamevalue), 1) <> '%' BEGIN SET @andornamevalue = @andornamevalue + '%' END SET @andornamevalue = @andornamevalue COLLATE SQL_Latin1_General_Cp1251_CS_AS SET @NCOMMAND = @NCOMMAND + N' AND SM.[NCName] LIKE @andornamevalue' END IF @andoroldref = 'AND' BEGIN IF SUBSTRING(@andoroldrefvalue, 1, 1) <> '%' BEGIN SET @andoroldrefvalue = '%' + @andoroldrefvalue END IF SUBSTRING(@andoroldrefvalue, LEN(@andoroldrefvalue), 1) <> '%' BEGIN SET @andoroldrefvalue = @andoroldrefvalue + '%' END SET @NCOMMAND = @NCOMMAND + N' AND SM.[OldRef] LIKE @andoroldrefvalue' END IF @andoruser1 = 'AND' BEGIN IF SUBSTRING(@andoruser1value, 1, 1) <> '%' BEGIN SET @andoruser1value = '%' + @andoruser1value END IF SUBSTRING(@andoruser1value, LEN(@andoruser1value), 1) <> '%' BEGIN SET @andoruser1value = @andoruser1value + '%' END SET @NCOMMAND = @NCOMMAND + N' AND SM.[User1] LIKE @andoruser1value' END IF @andoruser2 = 'AND' BEGIN IF SUBSTRING(@andoruser2value, 1, 1) <> '%' BEGIN SET @andoruser2value = '%' + @andoruser2value END IF SUBSTRING(@andoruser2value, LEN(@andoruser2value), 1) <> '%' BEGIN SET @andoruser2value = @andoruser2value + '%' END SET @NCOMMAND = @NCOMMAND + N' AND SM.[User2] LIKE @andoruser2value' END IF @andoruser3 = 'AND' BEGIN IF SUBSTRING(@andoruser3value, 1, 1) <> '%' BEGIN SET @andoruser3value = '%' + @andoruser3value END IF SUBSTRING(@andoruser3value, LEN(@andoruser3value), 1) <> '%' BEGIN SET @andoruser3value = @andoruser3value + '%' END SET @NCOMMAND = @NCOMMAND + N' AND SM.[User3] LIKE @andoruser3value' END IF @andorwtype = 'AND' BEGIN SET @NCOMMAND = @NCOMMAND + N' AND SM.[WType] = @andorwtypevalue' END IF @andoryourref = 'AND' BEGIN IF SUBSTRING(@andoryourrefvalue, 1, 1) <> '%' BEGIN SET @andoryourrefvalue = '%' + @andoryourrefvalue END IF SUBSTRING(@andoryourrefvalue, LEN(@andoryourrefvalue), 1) <> '%' BEGIN SET @andoryourrefvalue = @andoryourrefvalue + '%' END SET @NCOMMAND = @NCOMMAND + N' AND SM.[YourRef] LIKE @andoryourrefvalue' END --SELECT @orderby, @order SET @NCOMMAND = @NCOMMAND + N' ORDER BY ' + CASE @orderby WHEN N'description' THEN N'CASE WHEN SM.[Description] = '''' THEN 1 ELSE 0 END, SM.[Description] ' + @order + N', SM.[Code] ' + @order WHEN N'Code' THEN N'CASE WHEN SM.[Code] = '''' THEN 1 ELSE 0 END, SM.[Code] ' + @order WHEN N'Name' THEN N'CASE WHEN SM.[Name] = '''' THEN 1 ELSE 0 END, SM.[Name] ' + @order + N', SM.[Code] ' + @order WHEN N'Address' THEN N'CASE WHEN SM.[Address] = '''' THEN 1 ELSE 0 END, SM.[Address] ' + @order + N', SM.[Code] ' + @order WHEN N'Email' THEN N'CASE WHEN SM.[Email] = '''' THEN 1 ELSE 0 END, SM.[Email] ' + @order + N', SM.[Code] ' + @order WHEN N'PhoneNumber' THEN N'CASE WHEN SM.[PhoneNumber] = '''' THEN 1 ELSE 0 END, SM.[PhoneNumber] ' + @order + N', SM.[Code] ' + @order WHEN N'user1' THEN N'CASE WHEN SM.[User1] = '''' THEN 1 ELSE 0 END, SM.[User1] ' + @order + N', SM.[Code] ' + @order WHEN N'user2' THEN N'CASE WHEN SM.[User2] = '''' THEN 1 ELSE 0 END, SM.[User2] ' + @order + N', SM.[Code] ' + @order WHEN N'user3' THEN N'CASE WHEN SM.[User3] = '''' THEN 1 ELSE 0 END, SM.[User3] ' + @order + N', SM.[Code] ' + @order WHEN N'yourref' THEN N'CASE WHEN SM.[YourRef] = '''' THEN 1 ELSE 0 END, SM.[YourRef] ' + @order + N', SM.[Code] ' + @order WHEN N'OldRef' THEN N'CASE WHEN SM.[OldRef] = '''' THEN 1 ELSE 0 END, SM.[OldRef] ' + @order + N', SM.[Code] ' + @order WHEN N'FileNum' THEN N'CASE WHEN SM.[FileNum] = 0 THEN 1 ELSE 0 END, SM.[FileNum] ' + @order + N', SM.[Code] ' + @order WHEN N'department' THEN N'CASE WHEN SM.[DeptDescription] = '''' THEN 1 ELSE 0 END, SM.[DeptDescription] ' + @order + N', SM.[Code] ' + @order WHEN N'Dept' THEN N'CASE WHEN SM.[DeptDescription] = '''' THEN 1 ELSE 0 END, SM.[DeptDescription] ' + @order + N', SM.[Code] ' + @order WHEN N'worktype' THEN N'CASE WHEN SM.[WTypeDescription] = '''' THEN 1 ELSE 0 END, SM.[WTypeDescription] ' + @order + N', SM.[Code] ' + @order WHEN N'FeeCode' THEN N'CASE WHEN SM.[FECode] = '''' THEN 2 WHEN SM.[FECode] = ''ADM'' THEN 1 ELSE 0 END, SM.[FECode] ' + @order + N', SM.[Code] ' + @order WHEN N'FeeEarner' THEN N'CASE WHEN SM.[HandlerName] = '''' AND SM.[FECode] = '''' THEN 3 WHEN SM.[HandlerName] = '''' THEN 2 WHEN SM.[HandlerName] = ''Admin'' THEN 1 ELSE 0 END, SM.[HandlerName] ' + @order + N', SM.[Code] ' + @order WHEN N'FileColour_Fld' THEN N'CASE WHEN SM.[FileColourDescription] = '''' THEN 1 ELSE 0 END, SM.[FileColourDescription] ' + @order + N', SM.[Code] ' + @order WHEN N'FileColour' THEN N'CASE WHEN SM.[FileColourDescription] = '''' THEN 1 ELSE 0 END, SM.[FileColourDescription] ' + @order + N', SM.[Code] ' + @order WHEN N'started' THEN N'SM.[Started] ' + @order + N', SM.[Code] ' + @order WHEN N'LastAccessed' THEN N'CASE WHEN RML.[DateField] IS NULL THEN 1 ELSE 0 END, RML.[DateField] ' + @order + N', SM.[Code] ' + @order WHEN N'closedate' THEN N'CASE WHEN SM.[CloseDate] IS NULL THEN 1 ELSE 0 END, SM.[CloseDate] ' + @order + N', SM.[Code] ' + @order WHEN N'orgcloseddate' THEN N'CASE WHEN SM.[orgcloseddate] IS NULL THEN 1 ELSE 0 END, SM.[orgcloseddate] ' + @order + N', SM.[Code] ' + @order WHEN N'casestatusdesc' THEN N'CASE WHEN SM.[MatterStatusDescription] IS NULL THEN 1 ELSE 0 END, SM.[MatterStatusDescription] ' + @order + N', SM.[Code] ' + @order ELSE CASE WHEN @Which <> 2 THEN N'SM.[Code] ' + @order ELSE N'CASE WHEN RML.[DateField] IS NULL THEN 1 ELSE 0 END, RML.[DateField] DESC, SM.[Code] ' + @order END END SET @NCOMMAND = @NCOMMAND + N' DECLARE @MatterCode AS VARCHAR(20); SET @MatterCode = (SELECT TOP 1 MATTER FROM [RecentMatterList]); SELECT [RES].[Code], [RES].[Name], [RES].[Description] FROM @Result [RES] WHERE RTRIM(LTRIM(@SearchText)) = '''' OR ( [RES].[Code] LIKE ''%'' + RTRIM(LTRIM(@SearchText)) + ''%'' OR [RES].[Name] LIKE ''%'' + RTRIM(LTRIM(@SearchText)) + ''%'' OR [RES].[Description] LIKE ''%'' + RTRIM(LTRIM(@SearchText)) + ''%'' ) ORDER BY( CASE WHEN [RES].[Code] = @MatterCode THEN 0 ELSE 1 END), [Code] SELECT COUNT([RES].[id]) AS [TotalRecord] FROM @Result [RES] WHERE RTRIM(LTRIM(@SearchText)) = '''' OR ( [RES].[Code] LIKE ''%'' + RTRIM(LTRIM(@SearchText)) + ''%'' OR [RES].[Name] LIKE ''%'' + RTRIM(LTRIM(@SearchText)) + ''%'' OR [RES].[Description] LIKE ''%'' + RTRIM(LTRIM(@SearchText)) + ''%'' )' --SELECT @NCOMMAND EXECUTE sp_executesql @NCOMMAND, N'@HowMany INT, @BitWiseID BIGINT, @Handler VARCHAR(10), @WorkType VARCHAR(5), @department VARCHAR(5), @filecolour VARCHAR(3), @feecode VARCHAR(10), @searchtext VARCHAR(MAX), @andoraddressvalue VARCHAR(200), @andorcodevalue VARCHAR(200), @andordeptvalue VARCHAR(200), @andordescriptionvalue VARCHAR(200), @andorfeecodevalue VARCHAR(200), @andornamevalue VARCHAR(200), @andoroldrefvalue VARCHAR(200), @andoruser1value VARCHAR(200), @andoruser2value VARCHAR(200), @andoruser3value VARCHAR(200), @andorwtypevalue VARCHAR(200), @andoryourrefvalue VARCHAR(200)', @Howmany, @BitWiseID, @handler, @worktype, @department, @filecolour, @feecode, @searchtext, @andoraddressvalue, @andorcodevalue, @andordeptvalue, @andordescriptionvalue, @andorfeecodevalue, @andornamevalue, @andoroldrefvalue, @andoruser1value, @andoruser2value, @andoruser3value, @andorwtypevalue, @andoryourrefvalue END GO IF OBJECT_ID(N'KAAS_FetchOptionstoAssignEmailToCase', N'P') IS NOT NULL BEGIN DROP PROCEDURE [dbo].[KAAS_FetchOptionstoAssignEmailToCase] END GO CREATE PROCEDURE [dbo].[KAAS_FetchOptionstoAssignEmailToCase] ( @CaseCodeToFetchDocumentClasses VARCHAR(20), @MatterCode VARCHAR(20), @WKCode VARCHAR(20), @ActionCategory VARCHAR(1) ) AS /******************************************************************************************************* * * * * * Stored Procedure Name : [dbo].[KAAS_FetchOptionstoAssignEmailToCase] * * Copied from : NA * * * * Modification History: * * 2019-04-22 Vinodhan K Created * *******************************************************************************************************/ BEGIN --To fetch the document classes EXECUTE KAAS_ListDocumentClassesForCase @CaseCodeToFetchDocumentClasses --To fetch the matter details SELECT RTRIM(ISNULL([MAT].[Code], '')) AS [CaseRef], RTRIM(ISNULL([MAT].[ClientCode], '')) AS [ClientCode], RTRIM(ISNULL([CL].[CLNAME], '')) AS [CLNAME], RTRIM(ISNULL([MAT].[Description], '')) AS [Description] FROM [dbo].[matters] [MAT] INNER JOIN [dbo].[client] [CL] ON [CL].[CLCODE] = [MAT].[ClientCode] WHERE [MAT].[Code] = @MatterCode --To fetch list of work type SELECT RTRIM(ISNULL(TMP.[WKCODE], '')) AS [WKCODE], RTRIM(ISNULL(TMP.[WKDESC], '')) AS [WKDESC] FROM [dbo].[Templates] TMP ORDER BY CASE WHEN RTRIM(ISNULL(TMP.[WKCODE], '')) = 'SYS' THEN '1' WHEN RTRIM(ISNULL(TMP.[WKCODE], '')) = '' THEN '2' WHEN RTRIM(ISNULL(TMP.[WKCODE], '')) = '' THEN '3' ELSE '4' END, TMP.[WKDESC] --To fetch list of actions SELECT AC.[ACTIONCODE], AC.[DESC] FROM [dbo].[ky_WDGetTAList2](@MatterCode, @WKCode, @ActionCategory) AC END GO IF OBJECT_ID(N'KAAS_FetchOtherContactDetails', N'P') IS NOT NULL BEGIN DROP PROCEDURE [dbo].[KAAS_FetchOtherContactDetails] END GO CREATE PROCEDURE [dbo].[KAAS_FetchOtherContactDetails] (@ClientCode VARCHAR(10), @CLNUMCONTACT INT) AS /******************************************************************************************************* * List Client Contacts * * * * Stored Procedure Name : [dbo].[KAAS_FetchOtherContactDetails] * * Copied from : [dbo].[ky_NETCONFetchOtherContactDetails2] * * * * Modification History: * * 2019-04-22 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON --Other Contacts SELECT [CLC].[CLINITS] AS [Initials], [CLC].[CLNAMECON] AS [FullName], [CLC].[HomePhone] AS [HomePhone], [CLC].[WorkPhone] AS [WorkPhone], [CLC].[Mobile] AS [Mobile], [CLC].[FIRSTNAME] AS [FirstName], [CLC].[SURNAME] AS [Surname], [CLC].[CLSALUTE] AS [Salutation], [CLC].[PPSNo] AS [PPSNumber], [CLC].[CLTitle] AS [Title], [CLC].[Address] AS [Address], [CLC].[EmailAddress] AS [EmailAddress], [CLC].[DOB] AS [DOB], [CLC].[MarrigeDate] AS [MarriageDate], [CLC].[MartialStatus] AS [MStatus], [CLC].[Occupation] AS [Occupation], [CLC].[DateofDeath] AS [DateOfDeath], [MIC].[CDEDESC] AS [MartialStatus], [CLC].[FaxNumber] AS [FaxNumber], [CLC].[PostalCode] AS [PostalCode], [CLC].[County] AS [County], [CLC].[CLNUMCONTACT] AS [CLNUMCONTACT], [CLC].[DXREF] AS [DXREF], [CLC].[BankName] AS [BankName], [CLC].[BankAddress] AS [BankAddress], [CLC].[BankSortCode] AS [BankSortCode], [CLC].[BankAccNo] AS [BankAccNo], [CLC].[IBAN] AS [IBAN], [CLC].[BIC] AS [BIC], [CLC].[BankType] AS [BankType] FROM [dbo].[ClientContacts] [CLC] LEFT OUTER JOIN [dbo].[MiscCodes] [MIC] ON [CLC].[MartialStatus] = [MIC].[CDECODE] AND [MIC].[CDETYPE] = 'MRS' WHERE [CLC].[ClCode] = @ClientCode AND CASE WHEN ISNULL(@CLNUMCONTACT, 0) = 0 THEN 1 WHEN [CLC].[CLNUMCONTACT] = @CLNUMCONTACT THEN 1 ELSE 0 END = 1 SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_FetchSameEmailAssociates' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_FetchSameEmailAssociates] END GO CREATE PROCEDURE KAAS_FetchSameEmailAssociates ( @Email VARCHAR(100), @SearchText VARCHAR(4000) = '', @PageNumber INT = NULL, @PageSize INT = NULL, @SortColumn VARCHAR(50) = NULL, @SortDirection VARCHAR(10) = NULL ) AS /******************************************************************************************************* Stored Procedure Name : KAAS_FetchSameEmailAssociates Copied From : Ky_NETFetchSameEmailAssociates This procedure is used to fetch the case associate where same email addres. Last Updated: 23 MAY 2016 Suriya M KEYD-3384-Case Associate check for Duplication on insert (email address) 04 Jun 2019 Vinodhan K Created KAAS_FetchSameEmailAssociates ********************************************************************************************************/ 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 @SortDirection = 'ASC' END SELECT IDENTITY(INT, 1,1) AS [Row_Number], * INTO #FoundTable FROM (SELECT ASY.CODE AS [Code], ISNULL(ASY.[Description],'') AS [Description], CASE WHEN RTRIM(ISNULL([CAN].[COMPANY], '')) = '' THEN RTRIM(ISNULL([CAN].[NAME], '')) ELSE LTRIM(RTRIM(ISNULL([CAN].[NAME], '')) + ' (' + RTRIM(ISNULL([CAN].[COMPANY], '')) + ')') END AS [NMCMP], [dbo].[KAAS_FN_RemoveSpuriousWhitespace](RTRIM(ISNULL([CAN].[ADDRESS], '')), 200) AS [Address], RTRIM(ISNULL([CAN].[PHONENO], '')) AS [PhoneNo], RTRIM(ISNULL([CAN].[EMAIL], '')) AS [Email], RTRIM(ISNULL([CAN].[COMPANY], '')) AS [Company], RTRIM(ISNULL([CAN].[MOBILENO], '')) AS [MobileNo], RTRIM(ISNULL([CAN].[NAME], '')) AS [Name], RTRIM(CAN.CODE) AS [NameCode] FROM [CaseAssociatesNames] [CAN] INNER JOIN [dbo].[CaseAssoicatesTypes] CAT INNER JOIN [dbo].[AssociateTypes] ASY ON ASY.[CODE] = CAT.[TYPECODE] ON CAT.[NAMECODE] = CAN.[CODE] WHERE UPPER(RTRIM(EMAIL)) = UPPER(RTRIM(@Email)) AND ( [ASY].[CODE] LIKE '%' + @SearchText + '%' OR ISNULL(ASY.[Description],'') LIKE '%' + @SearchText + '%' OR RTRIM(ISNULL([CAN].[COMPANY], '')) LIKE '%' + @SearchText + '%' OR LTRIM(RTRIM(ISNULL([CAN].[NAME], ''))) LIKE '%' + @SearchText + '%' OR RTRIM(ISNULL([CAN].[COMPANY], '')) LIKE '%' + @SearchText + '%' OR [dbo].[KAAS_FN_RemoveSpuriousWhitespace](RTRIM(ISNULL([CAN].[ADDRESS], '')), 200) LIKE '%' + @SearchText + '%' OR RTRIM(ISNULL([CAN].[PHONENO], '')) LIKE '%' + @SearchText + '%' OR RTRIM(ISNULL([CAN].[EMAIL], '')) LIKE '%' + @SearchText + '%' OR RTRIM(ISNULL([CAN].[COMPANY], '')) LIKE '%' + @SearchText + '%' OR RTRIM(ISNULL([CAN].[MOBILENO], '')) LIKE '%' + @SearchText + '%' OR RTRIM(ISNULL([CAN].[NAME], '')) LIKE '%' + @SearchText + '%' OR RTRIM(CAN.CODE) LIKE '%' + @SearchText + '%' )) AS FoundTable SELECT * FROM #FoundTable WHERE ( @StartRow IS NULL OR ( [Row_Number] BETWEEN @StartRow AND @EndRow ) ) ORDER BY CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'Row_Number' THEN [Row_Number] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'Row_Number' THEN [Row_Number] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN '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 'NMCMP' THEN [NMCMP] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'NMCMP' THEN [NMCMP] 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 'Email' THEN [Email] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'Email' THEN [Email] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'Company' THEN [Company] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'Company' THEN [Company] 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 '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 'NameCode' THEN [NameCode] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'NameCode' THEN [NameCode] END END DESC SELECT (COUNT([Row_Number])) FROM #FoundTable SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_FetchTasksAction',N'P')IS NOT NULL DROP PROCEDURE [KAAS_FetchTasksAction] GO CREATE PROCEDURE [dbo].[KAAS_FetchTasksAction] (@ActionID INT) AS /******************************************************************************************************* * To load the data in Add Action for Client Case Page. * * * * Stored Procedure Name : [dbo].[KAAS_FetchTasksAction] * * Copied from : [dbo].[ky_NETFetchTasksAction] * * * * Modification History : * * 2019-04-11 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON DECLARE @Status AS VARCHAR(10) DECLARE @Team AS VARCHAR(10) SET @Status = (SELECT [ACTIONSTATUS] FROM [diary] WHERE [ACTIONID] = @ActionID) SET @Team = (SELECT [TEAMCODE] FROM [diary] WHERE [ACTIONID] = @ActionID) --Fee Earner SELECT RTRIM(ISNULL(UPPER(HAN.[CODE]), '')) AS [CODE], RTRIM(ISNULL(HAN.[NAME], '')) AS [NAME], RTRIM(ISNULL(HAN.[TEAM], '')) AS [TEAM] FROM [Handlers] HAN WHERE ISNULL(HAN.[RETIRED], 'N') <> 'Y' --AND ISNULL(TEAMCODE,'N') <> 'Y' ORDER BY RTRIM(ISNULL(HAN.[CODE], '')) --Team SELECT RTRIM(ISNULL(HAN.[CODE], '')) AS [CODE], RTRIM(ISNULL(HAN.[NAME], '')) AS [NAME] FROM [Handlers] HAN WHERE ISNULL(HAN.[TEAMCODE], '') <> '' AND [TEAMCODE] != 'N' AND (ISNULL(HAN.[RETIRED],'N') <> 'Y' OR HAN.[CODE] = @Team) ORDER BY RTRIM(ISNULL(HAN.[CODE], '')) --Status Code SELECT RTRIM(ISNULL(S.[CODE], '')) AS [CODE], RTRIM(ISNULL(S.[DESCRIPTION], '')) AS [DESCRIPTION] FROM [StatusCodes] S WHERE ISNULL([Retired],'N') = 'N' OR [CODE] = @Status --Flag SELECT [ActionFlagID], RTRIM(ISNULL([Description],'')) AS [Description] FROM [ActionFlag] WHERE [IsActive] = 1 ORDER BY [ActionFlagID] SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_FetchTimeEntry',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_FetchTimeEntry] GO CREATE PROCEDURE [dbo].[KAAS_FetchTimeEntry] (@CaseCode VARCHAR(20)) AS /******************************************************************************************************* * This procedure is used to get net Action Code based on the given Action ID. * * * * Stored Procedure Name : [dbo].[KAAS_FetchTimeEntry] * * Copied from : [dbo].[ky_NETTLFetchTimeEntry3] * * * * Modification History: * * 2019-04-24 Vinodhan K Created * * 2019-04-24 Vinodhan K TimeInHours Format modified to be dispalyed as '00:00' format * *******************************************************************************************************/ BEGIN SET NOCOUNT ON DECLARE @IsSAM4 bit DECLARE @TimeEntryTotalCharge DECIMAL(19, 2) DECLARE @TimeEntryTotalTime INT DECLARE @TotalCharge Decimal(19, 2) DECLARE @TotalTime INT DECLARE @TimeBal INT DECLARE @ChargeBal DECIMAL(19, 2) DECLARE @ChargeableBal DECIMAL(19, 2) DECLARE @NonChargeableBal DECIMAL(19, 2) DECLARE @NonChargeableTimeBal INT DECLARE @ChargeableTimeBal INT DECLARE @NCOMMAND NVARCHAR(MAX) DECLARE @TotalFeesIssued DECIMAL(19, 2) SET @IsSAM4 = [dbo].[ISSAM4]() SELECT TIE.[RecordID] AS [RecordID], RTRIM(ISNULL(HAN.[CODE], '')) AS [HandlerCode], RTRIM(ISNULL(HAN.[NAME], '')) AS [FEEEARN], TIE.[DATE] AS [DATE], [dbo].[KAAS_FN_RemoveSpuriousWhitespace](TIE.[COMMENT], 200) AS [COMMENT], CASE TIE.[TimeOrCharge] WHEN 'T' THEN 'Time' WHEN 'B' THEN 'Bill' WHEN 'C' THEN 'Charge' END AS [TIMEORCHARGE], TIE.[TIME] AS [TIME], CASE WHEN ([TIME] = 0) THEN ('00:00') WHEN ([Time] > 0) THEN CASE WHEN LEN([TIME] / 60) < 2 THEN '0' + CAST([TIME] / 60 AS VARCHAR) ELSE CAST([TIME] / 60 AS VARCHAR) END + ':' + SUBSTRING(CONVERT(VARCHAR(3), 100 + CONVERT(NVARCHAR(10), CONVERT(NVARCHAR(5), [TIME] - (60 * ([TIME] / 60))))), 2, 2) WHEN ([TIME] < 0) THEN '-' + CASE WHEN LEN([TIME] / 60) < 2 THEN '0' + CAST([TIME] / 60 AS VARCHAR) ELSE CAST([TIME] / 60 AS VARCHAR) END + ':' + SUBSTRING(CONVERT(VARCHAR(3), 100 + CONVERT(NVARCHAR(10), CONVERT(NVARCHAR(5), -[TIME] - (60 * (-[TIME] / 60))))), 2, 2) END AS [TimeInHours], CASE TIE.[Rec_Irr] WHEN 'C' THEN 'Chargeable' WHEN 'N' THEN 'Non-Chargeable' WHEN '' THEN 'Chargeable' END AS [REC_IRR], ISNULL(TIE.[CHARGE], 0.00) AS [CHARGE], ISNULL(TIE.[BILLEDAMOUNT], 0.00) AS [BILLEDAMOUNT], ISNULL(TIE.[INVOICENO], 0) AS [INVOICENO], CASE WHEN TC.[DESC] IS NULL THEN TIE.[TASK] WHEN TC.[DESC] IS NOT NULL THEN TC.[DESC] ELSE '' END AS [TASK], CASE WHEN ISNULL(TIE.[WriteOffID], 0) = 0 THEN '' ELSE CONVERT(VARCHAR(MAX), ISNULL(TIE.[WriteOffID], 0)) END AS [WriteOffID], TIE.[WriteOffDT] AS [WriteOffDT], ISNULL(TIE.[Rate], 0) AS [Rate], ISNULL(TIE.[IncludeInBill], 0) AS [IncludeInBill], CASE WHEN TIE.[TIMEORCHARGE] = 'B' OR TIE.[IncludeInBill] = 2 OR TIE.[Rec_Irr] <> 'C' THEN 0 WHEN @IsSAM4 = 1 AND ISNULL(TIE.[INVOICENO], 0) <> 0 THEN 0 WHEN @IsSAM4 <> 1 THEN ISNULL(TIE.[CHARGE], 0) - ISNULL(TIE.[BILLEDAMOUNT], 0) ELSE ISNULL(TIE.[CHARGE], 0) END AS [WIP], TIE.[Task] AS [TaskCode] FROM [dbo].[TimeEntry] TIE LEFT OUTER JOIN [dbo].[Matters] MAT ON MAT.[Code] = TIE.[Matter] LEFT OUTER JOIN [dbo].[TasksCodes] TC ON TC.[CODE] = TIE.[Task] LEFT OUTER JOIN [dbo].[Handlers] HAN ON HAN.[CODE] = TIE.[FeeEarn] WHERE TIE.[Matter] = @CaseCode -- Please see also: KAAS_FN_MatterClosable. If you change any of these calculations, -- ensure the ones in there are changed as well. -- KAAS_MatterClosable. If you change any of these calculations, -- ensure the ones in there are changed as well. -- KAAS_CaseSummaryPageLoad. If you change any of these calculations, -- ensure the ones in there are changed as well. SELECT @TimeEntryTotalCharge = ISNULL(SUM(ISNULL(TIE.[Charge], 0)), 0), @TimeEntryTotalTime = ISNULL(SUM(ISNULL(TIE.[TIME], 0)), 0), @TotalCharge = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N' THEN 0 ELSE ISNULL(TIE.[Charge], 0) END), 0), @ChargeBal = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N' THEN 0 WHEN @IsSAM4 = 1 AND ISNULL(TIE.[InvoiceNo], 0) <> 0 THEN 0 WHEN @IsSAM4 = 1 THEN ISNULL(TIE.[Charge], 0) ELSE ISNULL(TIE.[Charge], 0) - ISNULL(TIE.[BilledAmount], 0) END), 0), @NonChargeableBal = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N' AND ISNULL(TIE.[Task], '') <> 'WRI' THEN ISNULL(TIE.[Charge], 0) ELSE 0 END), 0), @ChargeableBal = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') <> 'N' AND ISNULL(TIE.[Task], '') <> 'WRI' THEN ISNULL(TIE.[Charge], 0) ELSE 0 END), 0), @TimeBal = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N' THEN 0 WHEN @IsSAM4 = 1 AND ISNULL(TIE.[InvoiceNo], 0) <> 0 THEN 0 WHEN @IsSAM4 = 0 THEN CASE WHEN TIE.[Charge] = 0 THEN 0 ELSE CONVERT(INT,FLOOR(CONVERT(DECIMAL(18, 2), TIE.[TIME]) * ((TIE.[Charge] - TIE.[BilledAmount]) / TIE.[Charge]))) END ELSE ISNULL(TIE.[Time], 0) END), 0), @NonChargeableTimeBal = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N' AND ISNULL(TIE.[Task], '') <> 'WRI' THEN ISNULL(TIE.[TIME], 0) ELSE 0 END), 0), @ChargeableTimeBal = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N' OR ISNULL(TIE.[Task], '') = 'WRI' THEN 0 ELSE ISNULL(TIE.[TIME], 0) END), 0), @TotalTime = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N' OR ISNULL(TIE.[Task], '') = 'WRI' THEN 0 ELSE ISNULL(TIE.[Time], 0) END), 0) FROM [dbo].[TimeEntry] TIE WHERE TIE.[Matter] = @CaseCode AND ((TIE.[TimeOrCharge] = 'T') OR (TIE.[TimeOrCharge] = 'C')) --**Changed fetch condition JIRA 1081 - arun -- PLEASE NOTE THAT THIS MUST BE IDENTICAL TO RESULT SET 10 IN KAAS_CaseSummaryPageLoad. Please -- modify both procedures if this needs to be changed. -- Result Set 10 -- The fees issued to date IF @IsSAM4 = 0 BEGIN SET @NCOMMAND = N' SELECT @TotalFeesIssued = ISNULL(SUM((CASE WHEN HED.[INVCR] = ''I'' THEN TRN.[VALUE] ELSE TRN.[VALUE] * - 1 END)), 0) FROM [dbo].[BatchH] HED INNER JOIN [dbo].[BatchDetails] TRN ON TRN.[BATCHNO] = HED.[BATCHNO] WHERE HED.[MATTER] = @CaseCode AND HED.[POSTED] = ''Y'' AND TRN.[TYPE] = ''I'' AND TRN.[OUTLAY] = ''F''' END ELSE BEGIN SET @NCOMMAND = N' SELECT @TotalFeesIssued = ISNULL(SUM(ISNULL(TRN.[FeesBilled], 0) * ISNULL(TRN.[DrCr], 1) * (-1)), 0) FROM [dbo].[TransactionsHeaders] HED INNER JOIN [dbo].[Transactions] TRN ON TRN.[BatchNo] = HED.[BatchNo] AND TRN.[RecType] = ''D'' AND TRN.[LineType] = ''F'' AND TRN.[XnType] = ''I'' AND TRN.[Posted] = ''Y'' AND ( TRN.[CorrectionInd] = ''L'' OR TRN.[CorrectionInd] = ''X'') WHERE HED.[MatterCode] = @CaseCode --values imported from Axxia SELECT @TotalFeesIssued = @TotalFeesIssued + ISNULL(SUM(ISNULL(TRN.[FeesBilled], 0) * ISNULL(TRN.[DrCr], 1) * (-1)), 0) FROM [dbo].[Transactions] TRN LEFT OUTER JOIN [dbo].[TransactionsHeaders] HED ON HED.[BatchNo] = TRN.[BatchNo] WHERE TRN.[MatterCode] = @CaseCode AND TRN.[RecType] = ''D'' AND TRN.[LineType] = ''F'' AND TRN.[XnType] = ''I'' AND TRN.[Posted] = ''Y'' AND ( TRN.[CorrectionInd] = ''L'' OR TRN.[CorrectionInd] = ''X'') AND HED.[BatchNo] IS NULL' END EXECUTE sp_executesql @NCOMMAND, N'@CaseCode VARCHAR(20), @TotalFeesIssued DECIMAL(19, 2) OUTPUT', @CaseCode = @CaseCode, @TotalFeesIssued = @TotalFeesIssued OUTPUT /*WIP Calculations*/ SELECT CASE WHEN LEN(@TimeBal / 60) < 2 THEN '0' + CAST(@TimeBal / 60 AS VARCHAR) ELSE CAST(@TimeBal / 60 AS VARCHAR) END AS [WIPHrs], SUBSTRING(CONVERT(VARCHAR(3), 100 + @TimeBal - (60 * (@TimeBal / 60))), 2, 2) AS [WIPMins], @ChargeBal AS [WIPAmt] /*Total Record Calculations*/ SELECT CASE WHEN LEN(@TimeEntryTotalTime / 60) < 2 THEN '0' + CAST(@TimeEntryTotalTime / 60 AS VARCHAR) ELSE CAST(@TimeEntryTotalTime / 60 AS VARCHAR) END AS [TotalHours], SUBSTRING(CONVERT(VARCHAR(3), 100 + @TimeEntryTotalTime - (60 * (@TimeEntryTotalTime / 60))), 2, 2) AS [TotalMins], @TimeEntryTotalCharge AS [TotalAmt], CASE WHEN LEN(@NonChargeableTimeBal / 60) < 2 THEN '0' + CAST(@NonChargeableTimeBal / 60 AS VARCHAR) ELSE CAST(@NonChargeableTimeBal / 60 AS VARCHAR) END AS [RecNonChargeableHrs], SUBSTRING(CONVERT(VARCHAR(3), 100 + @NonChargeableTimeBal - (60 * (@NonChargeableTimeBal / 60))), 2, 2) AS [RecNonChargeableMins], @NonChargeableBal AS [RecNonChargeableAmt], CASE WHEN LEN(@ChargeableTimeBal / 60) < 2 THEN '0' + CAST(@ChargeableTimeBal / 60 AS VARCHAR) ELSE CAST(@ChargeableTimeBal / 60 AS VARCHAR) END AS [RecChargeableHrs], SUBSTRING(CONVERT(VARCHAR(3), 100 + @ChargeableTimeBal - (60 * (@ChargeableTimeBal / 60))), 2, 2) AS [RecChargeableMins], @ChargeableBal AS [RecChargeableAmt], CASE WHEN LEN((@ChargeableTimeBal + @NonChargeableTimeBal) / 60) < 2 THEN '0' + CAST((@ChargeableTimeBal + @NonChargeableTimeBal) / 60 AS VARCHAR) ELSE CAST((@ChargeableTimeBal + @NonChargeableTimeBal) / 60 AS VARCHAR) END AS [RecTotalHrs], SUBSTRING(CONVERT(VARCHAR(3), 100 + (@ChargeableTimeBal + @NonChargeableTimeBal) - (60 * ((@ChargeableTimeBal + @NonChargeableTimeBal) / 60))), 2, 2) AS [RecTotalMins], @ChargeableBal + @NonChargeableBal AS [RecTotalAmt], @TotalFeesIssued AS [TotalBilled], @TotalFeesIssued - (@ChargeableBal + @NonChargeableBal) AS [ProfitLoss] -- Current Profit/Loss = TotalBilled - RecTotalAmt; /*Write Off Calculations*/ SELECT CASE WHEN TIES.[WriteOffTime] > 0 THEN '-' ELSE '' END + CASE WHEN LEN(TIES.[WriteOffTime] / 60) < 2 THEN '0' + CAST(TIES.[WriteOffTime] / 60 AS VARCHAR) ELSE CAST(TIES.[WriteOffTime] / 60 AS VARCHAR) END AS [WOHrs], SUBSTRING(CONVERT(VARCHAR(3), 100 + (TIES.[WriteOffTime] % 60)), 2, 2) AS [WOMins], ---TIES.[WriteOffTime] / 60 AS [WOHrs], ---TIES.[WriteOffTime] % 60 AS [WOMins], TIES.[WriteOffValue] As [WOAmt] FROM (SELECT ISNULL(SUM(CONVERT(DECIMAL(18, 2), ISNULL(TIE.[Charge], 0))), 0) AS [WriteOffValue], ISNULL(SUM(ISNULL(TIE.[Time], 0)), 0) AS [WriteOffTime] FROM [dbo].[matters] MAT INNER JOIN [dbo].[TimeEntry] TIE ON TIE.[MATTER] = MAT.[Code] WHERE TIE.[MATTER] = @CaseCode AND ((TIE.[TimeOrCharge] = 'T') OR (TIE.[TimeOrCharge] = 'C')) AND TIE.[Task] = 'WRI') TIES /*Total Billed Amount Calculations */ ------ Commented out as reversed KEYD-3657 --IF @IsSAM4 = 0 -- SELECT ISNULL(SUM(ISNULL([TIE].[BilledAmount], 0)), 0) AS [TotalBill] -- FROM [dbo].[TimeEntry] [TIE] -- WHERE [TIE].[Matter] = @CaseCode --ELSE -- SELECT @TotalFeesIssued AS [TotalBill] -- FROM [dbo].[TimeEntry] [TIE] -- WHERE [TIE].[Matter] = @CaseCode DECLARE @DraftBillValue DECIMAL(18, 2) SET @IsSAM4 = [dbo].[ISSAM4]() IF @IsSAM4 = 0 BEGIN SET @NCOMMAND = N' SELECT @DraftBillValue = ISNULL(SUM(ISNULL(BD.[NET], 0)), 0) + ISNULL(SUM(ISNULL(BD.[VATVALUE], 0)), 0) FROM [dbo].[BillHeader] HED INNER JOIN [dbo].[BillDetails] BD ON BD.[DRAFTNO] = HED.[DRAFTNO] WHERE HED.[MATTER] = @CaseCode AND HED.[BILLNO] = 0' END ELSE BEGIN SET @NCOMMAND = N' SELECT @DraftBillValue = ISNULL(SUM(ISNULL(BD.[NetValue], 0)), 0) + ISNULL(SUM(ISNULL(BD.[VatValue], 0)), 0) FROM [dbo].[BillHead] HED INNER JOIN [dbo].[BillDetail] BD ON BD.[BillID] = HED.[BillingID] WHERE HED.[MatterCode] = @CaseCode AND HED.[BillStatus] <> ''Approved'' AND ISNULL(HED.[ProForma], '''') = ''Y''' END EXECUTE sp_executesql @NCOMMAND, N'@CaseCode VARCHAR(20),@DraftBillValue DECIMAL(18, 2) OUTPUT', @CaseCode = @CaseCode, @DraftBillValue=@DraftBillValue OUTPUT DECLARE @Section68 VARCHAR(10) DECLARE @IsApproved VARCHAR(10) DECLARE @CSTimeBal INT DECLARE @CSChargeBal DECIMAL(19, 2) DECLARE @CSTotalCharge Decimal(19, 2) DECLARE @CSTotalTime INT --Matter values that are re-used elsewhere in this procedure. SELECT @Section68 = ISNULL(MAT.[Section68],''), @IsApproved = ISNULL(CON.[Approved],'') FROM [dbo].[matters] MAT LEFT OUTER JOIN [dbo].[Contacts] CON ON CON.[Code] = MAT.[ClientCode] WHERE MAT.[Code] = @CaseCode DECLARE @LDIADATE DATETIME DECLARE @LDIAACTIONTYPE VARCHAR(1) DECLARE @LDIATEXT1 VARCHAR(MAX) DECLARE @LDIAFNCODE VARCHAR(10) DECLARE @LDIAFNNAME VARCHAR(50) SELECT TOP 1 @LDIADATE = LDIA.[DATE], @LDIAACTIONTYPE = LDIA.[ACTIONTYPE], @LDIATEXT1 = LDIA.[TEXT1], @LDIAFNCODE = LDIA.[FNCODE], @LDIAFNNAME = [FEC].[Name] FROM [dbo].[diary] LDIA INNER JOIN [dbo].[FeeEarnerCodes] [FEC] ON LDIA.FNCODE = [FEC].[CODE] WHERE LDIA.[CASECODE] = @CaseCode ORDER BY LDIA.[DATE] DESC DECLARE @MDIADATE DATETIME DECLARE @MDIAACTIONTYPE VARCHAR(1) DECLARE @MDIATEXT1 VARCHAR(MAX) DECLARE @MDIAFNCODE VARCHAR(10) DECLARE @MDIAFNNAME VARCHAR(50) SELECT TOP 1 @MDIADATE= MDIA.[DATE], @MDIAACTIONTYPE = MDIA.[ACTIONTYPE], @MDIATEXT1 = MDIA.[TEXT1], @MDIAFNCODE = MDIA.[FNCODE], @MDIAFNNAME = [FEC].[Name] FROM [dbo].[diary] MDIA INNER JOIN [dbo].[FeeEarnerCodes] [FEC] ON MDIA.FNCODE = [FEC].[CODE] WHERE MDIA.[CASECODE] = @CaseCode AND MDIA.[HIGHLIGHTED] = 'Y' ORDER BY MDIA.[DATE] DESC DECLARE @NDIADATE DATETIME DECLARE @NDIAACTIONTYPE VARCHAR(1) DECLARE @NDIATEXT1 VARCHAR(MAX) DECLARE @NDIAFNCODE VARCHAR(10) DECLARE @NDIAFNNAME VARCHAR(50) SELECT TOP 1 @NDIADATE = NDIA.[DATE], @NDIAACTIONTYPE = NDIA.[ACTIONTYPE], @NDIATEXT1 = NDIA.[TEXT1], @NDIAFNCODE = NDIA.[FNCODE], @NDIAFNNAME = [FEC].[Name] FROM dbo.[diary] NDIA INNER JOIN [dbo].[FeeEarnerCodes] [FEC] ON NDIA.FNCODE = [FEC].[CODE] WHERE NDIA.[CASECODE] = @CaseCode AND NDIA.[STATUS] = 0 ORDER BY NDIA.[DATE] ASC DECLARE @TIEDATE DATETIME --Pino 2015-05-27 Start --SELECT @TIEDATE = (MAX(TIE.[DATE])) -- FROM [dbo].[TimeEntry] TIE -- WHERE TIE.[Matter] = @CaseCode IF [dbo].[ISSAM4]() = 0 BEGIN SET @NCOMMAND = N' SELECT @TIEDATE = MAX(CASE WHEN DLG.[DATE] IS NULL THEN CONVERT(DATETIME, NULL) WHEN DLG.[DATE] > GETDATE() THEN CONVERT(DATETIME, NULL) ELSE DLG.[DATE] END) FROM [dbo].[DebtorsLedger] DLG WHERE DLG.[MATTER] = @CaseCode' END ELSE BEGIN SET @NCOMMAND = N' SELECT @TIEDATE = MAX(CASE WHEN TRN.[TransDate] IS NULL THEN CONVERT(DATETIME, NULL) WHEN TRN.[TransDate] > GETDATE() THEN CONVERT(DATETIME, NULL) ELSE TRN.[TransDate] END) FROM [dbo].[Transactions] TRN WHERE TRN.[Posted] = ''Y'' AND TRN.[MatterCode] = @CaseCode AND TRN.[DebtorsValue] <> 0 AND TRN.[CorrectionInd] = ''L'' AND ( ( TRN.[XnType] = ''I'' AND TRN.[RecType] = ''H'') OR ( TRN.[XnType] = ''J'' AND TRN.[RecType] = ''D''))' END EXECUTE sp_executesql @NCOMMAND, N'@CaseCode VARCHAR(20), @TIEDATE DATETIME OUTPUT', @CaseCode = @CaseCode, @TIEDATE = @TIEDATE OUTPUT --Pino 2015-05-27 End DECLARE @LastTimeEntryDate DATETIME DECLARE @LastTimeEntryTime INT DECLARE @LastTimeEntryRate DECIMAL(10, 2) DECLARE @LastTimeEntryCharge DECIMAL(10, 2) DECLARE @LastTimeEntryTask VARCHAR(6) DECLARE @LastTimeEntryComment VARCHAR(1000) DECLARE @LastTimeEntryFE VARCHAR(10) DECLARE @LastTimeEntryFEName VARCHAR(50) DECLARE @CSTimeEntryTotalCharge DECIMAL(19, 2) DECLARE @CSTimeEntryTotalTime INT SELECT TOP (1) @LastTimeEntryDate = TIE.[DATE], @LastTimeEntryTime = TIE.[Time], @LastTimeEntryRate = TIE.[Rate], @LastTimeEntryCharge = TIE.[Charge], @LastTimeEntryTask = TIE.[Task], @LastTimeEntryComment = TIE.[Comment], @LastTimeEntryFE = TIE.[FeeEarn], @LastTimeEntryFEName = [FEC].[Name] FROM [dbo].[TimeEntry] TIE INNER JOIN [dbo].[FeeEarnerCodes] [FEC] ON [TIE].[FeeEarn] = [FEC].[CODE] WHERE TIE.[Matter] = @CaseCode AND ( (TIE.[TimeOrCharge] = 'T') OR (TIE.[TimeOrCharge] = 'C')) --**Changed fetch condition JIRA 1081 - arun ORDER BY TIE.[Date] DESC, TIE.[Time] DESC SET @LastTimeEntryRate = ISNULL(@LastTimeEntryRate, 0) SET @LastTimeEntryCharge = ISNULL(@LastTimeEntryCharge, 0) -- Please see also: KAAS_FN_MatterClosable. If you change any of these calculations, -- ensure the ones in there are changed as well. -- KAAS_MatterClosable. If you change any of these calculations, -- ensure the ones in there are changed as well. SELECT @CSTimeEntryTotalCharge = ISNULL(SUM(ISNULL(TIE.[Charge], 0)), 0), @CSTimeEntryTotalTime = ISNULL(SUM(ISNULL(TIE.[TIME], 0)), 0), @CSTotalCharge = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N' THEN 0 ELSE ISNULL(TIE.[Charge], 0) END), 0), @CSChargeBal = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N' THEN 0 WHEN @IsSAM4 = 1 AND ISNULL(TIE.[InvoiceNo], 0) <> 0 THEN 0 WHEN @IsSAM4 = 1 THEN ISNULL(TIE.[Charge], 0) ELSE ISNULL(TIE.[Charge], 0) - ISNULL(TIE.[BilledAmount], 0) END), 0), @CSTimeBal = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N' THEN 0 WHEN @IsSAM4 = 1 AND ISNULL(TIE.[InvoiceNo], 0) <> 0 THEN 0 WHEN @IsSAM4 = 0 THEN CASE WHEN TIE.[Charge] = 0 THEN 0 ELSE CONVERT(INT, FLOOR(CONVERT(DECIMAL(18, 2), TIE.[TIME]) * ( (TIE.[Charge] - TIE.[BilledAmount]) / TIE.[Charge]))) END ELSE ISNULL(TIE.[Time], 0) END), 0), @CSTotalTime = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N' THEN 0 ELSE ISNULL(TIE.[Time], 0) END), 0) FROM [dbo].[TimeEntry] TIE WHERE TIE.[Matter] = @CaseCode AND ( (TIE.[TimeOrCharge] = 'T') OR (TIE.[TimeOrCharge] = 'C')) --**Changed fetch condition JIRA 1081 - arun DECLARE @DebtBal DECIMAL(19, 2) DECLARE @OutlayBal DECIMAL(19, 2) DECLARE @DebtBalDate DATETIME DECLARE @OutlayBalDate DATETIME DECLARE @ClientCurrent DECIMAL(19, 2) DECLARE @ClientDeposit DECIMAL(19, 2) -- Please see also: KAAS_FN_MatterClosable. If you change any of these calculations, -- ensure the ones in there are changed as well. -- -- To ensure SAM3 will retrieve these from [dbo].[matters] SET @DebtBal = 0 SET @OutlayBal = 0 SET @ClientCurrent = 0 SET @ClientDeposit = 0 IF @IsSAM4 = 1 BEGIN SET @NCOMMAND = N' SELECT @DebtBal = CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(TRN.[DebtorsValue], 0)), 0)), @DebtBalDate = MAX(CASE WHEN ISNULL(TRN.[DebtorsValue], 0) = 0 THEN NULL ELSE TRN.[TransDate] END), @OutlayBal = CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(TRN.[OutlayValue], 0)), 0)), @OutlayBalDate = MAX(CASE WHEN ISNULL(TRN.[OutlayValue], 0) = 0 THEN NULL ELSE TRN.[TransDate] END), @ClientCurrent = CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(TRN.[ClientCurrent], 0)), 0)), @ClientDeposit = CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(TRN.[ClientDeposit], 0)), 0)) FROM [dbo].[Transactions] TRN WHERE TRN.[MatterCode] = @CaseCode AND TRN.[Posted] = ''Y'' AND TRN.[RecType] <> ''V'' AND TRN.[CorrectionInd] = ''L''' EXECUTE sp_executesql @NCOMMAND, N'@CaseCode VARCHAR(20), @DebtBal DECIMAL(19, 2) OUTPUT, @DebtBalDate DATETIME OUTPUT, @OutlayBal DECIMAL(19, 2) OUTPUT, @OutlayBalDate DATETIME OUTPUT, @ClientCurrent DECIMAL(19, 2) OUTPUT, @ClientDeposit DECIMAL(19, 2) OUTPUT', @CaseCode = @CaseCode, @DebtBal = @DebtBal OUTPUT, @DebtBalDate = @DebtBalDate OUTPUT, @OutlayBal = @OutlayBal OUTPUT, @OutlayBalDate = @OutlayBalDate OUTPUT, @ClientCurrent = @ClientCurrent OUTPUT, @ClientDeposit = @ClientDeposit OUTPUT END --Result Set 1 --WIP SELECT TIES.[FeeEarn] AS [FeeEarn], TIES.[NAME] AS [Name], CASE WHEN LEN(TIES.[TOTALTIME] / 60) < 2 THEN '0' + CAST(TIES.[TOTALTIME] / 60 AS VARCHAR) ELSE CAST(TIES.[TOTALTIME] / 60 AS VARCHAR) END + ':' + SUBSTRING(CONVERT(VARCHAR(3), 100 + (TIES.[TOTALTIME] % 60)), 2, 2) AS [FETotalHours], TIES.[Charge] AS [FECharge], TIES.[ChargeBal] AS [FEChargeBal], CASE WHEN LEN(TIES.[WIPTOTALTIME] / 60) < 2 THEN '0' + CAST(TIES.[WIPTOTALTIME] / 60 AS VARCHAR) ELSE CAST(TIES.[WIPTOTALTIME] / 60 AS VARCHAR) END + ':' + SUBSTRING(CONVERT(VARCHAR(3), 100 + (TIES.[WIPTOTALTIME] % 60)), 2, 2) AS [FEWIPHours] FROM ( SELECT TIE.[FeeEarn] AS [FeeEarn], HAN.[NAME] AS [NAME], ISNULL(SUM(ISNULL(TIE.[TIME], 0)), 0) AS [TOTALTIME], SUM(CONVERT(DECIMAL(18, 2), ISNULL(TIE.[Charge], 0))) AS [Charge], SUM(CONVERT(DECIMAL(18, 2), CASE WHEN @IsSAM4 = 1 AND TIE.[InvoiceNo] <> 0 THEN 0 WHEN @IsSAM4 = 0 THEN ISNULL(TIE.[Charge], 0) - ISNULL(TIE.[BilledAmount], 0) ELSE ISNULL(TIE.[Charge], 0) END)) AS [ChargeBal], CONVERT(INT, FLOOR(CONVERT(DECIMAL(18, 2), ISNULL(SUM(CASE WHEN @IsSAM4 = 1 AND [TIE].[InvoiceNo] <> 0 THEN 0 WHEN [TIE].[Charge] - [TIE].[BilledAmount] = 0 THEN 0 ELSE TIE.[TIME] END) , 0)) * CASE WHEN SUM(CONVERT(DECIMAL(18, 2), CASE WHEN @IsSAM4 = 1 AND [TIE].[InvoiceNo] <> 0 THEN 0 WHEN [TIE].[Charge] - [TIE].[BilledAmount] = 0 THEN 0 ELSE TIE.[Charge] END)) = 0 THEN 0 ELSE SUM(CONVERT(DECIMAL(18, 2), CASE WHEN @IsSAM4 = 1 AND TIE.[InvoiceNo] <> 0 THEN 0 WHEN @IsSAM4 = 0 THEN ISNULL(TIE.[Charge], 0) - ISNULL(TIE.[BilledAmount], 0) ELSE ISNULL(TIE.[Charge], 0) END)) / SUM(CONVERT(DECIMAL(18, 2), CASE WHEN @IsSAM4 = 1 AND [TIE].[InvoiceNo] <> 0 THEN 0 WHEN [TIE].[Charge] - [TIE].[BilledAmount] = 0 THEN 0 ELSE TIE.[Charge] END)) END)) AS [WIPTOTALTIME] FROM [dbo].[matters] MAT INNER JOIN [dbo].[TimeEntry] TIE ON TIE.[MATTER] = MAT.[Code] INNER JOIN [dbo].[Handlers] HAN ON HAN.[CODE] = TIE.[FeeEarn] WHERE TIE.[MATTER] = @CaseCode AND TIE.[DATE] < GETDATE() AND ((TIE.[TimeOrCharge] = 'T') OR (TIE.[TimeOrCharge] = 'C')) --**Changed fetch condition JIRA 1081 - arun AND TIE.[REC_IRR] <> 'N' GROUP BY TIE.[FEEEARN], HAN.[NAME]) TIES ORDER BY TIES.[ChargeBal] DESC, TIES.[TOTALTIME] DESC --Result Set 4 --Activity to Date SELECT TIES.[Activity], CASE WHEN TIES.[TOTALTIME] < 0 THEN '-' ELSE '' END + CASE WHEN LEN(TIES.[TOTALTIME] / 60) < 2 THEN '0' + CAST(TIES.[TOTALTIME] / 60 AS VARCHAR) ELSE CAST(TIES.[TOTALTIME] / 60 AS VARCHAR) END + ':' + SUBSTRING(CONVERT(VARCHAR(3), 100 + (ABS(TIES.[TOTALTIME]) % 60)), 2, 2) AS [ActivityToDateTime], TIES.[Value] AS [ActivityToDateValue] FROM ( SELECT TIE.[TASK] AS [Task], CASE WHEN TSC.[DESC] IS NULL THEN 'Task Code: ' + ISNULL(TIE.[TASK], '') ELSE RTRIM(ISNULL(TSC.[DESC],'')) END AS [Activity], ISNULL(SUM(ISNULL(TIE.[TIME], 0)), 0) AS [TOTALTIME], SUM( CONVERT(DECIMAL(18, 2), ISNULL(TIE.[Charge], 0))) AS [Value] FROM [dbo].[matters] MAT INNER JOIN [dbo].[TimeEntry] TIE LEFT OUTER JOIN [dbo].[TasksCodes] TSC ON TSC.[CODE] = TIE.[Task] ON TIE.[MATTER] = MAT.[Code] WHERE TIE.[MATTER] = @CaseCode AND TIE.[DATE] < GETDATE() AND ((TIE.[TimeOrCharge] = 'T') OR (TIE.[TimeOrCharge] = 'C')) --**Changed fetch condition JIRA 1081 - arun AND TIE.[REC_IRR] <> 'N' AND TIE.[Task] <> 'WRI' GROUP BY TIE.[TASK], CASE WHEN TSC.[DESC] IS NULL THEN 'Task Code: ' + ISNULL(TIE.[TASK], '') ELSE RTRIM(ISNULL(TSC.[DESC],'')) END) TIES ORDER BY TIES.[Value] DESC, TIES.[TOTALTIME] DESC --Result Set 6 --Total Time [Activity] SELECT CASE WHEN LEN(TIES.[TOTALTIME] / 60) < 2 THEN '0' + CAST(TIES.[TOTALTIME] / 60 AS VARCHAR) ELSE CAST(TIES.[TOTALTIME] / 60 AS VARCHAR) END + ':' + SUBSTRING(CONVERT(VARCHAR(3), 100 + (TIES.[TOTALTIME] % 60)), 2, 2) AS [ActivityTotalTime], TIES.[Value] AS [ActivityTotalValue] FROM ( SELECT ISNULL(SUM(ISNULL(TIE.[TIME], 0)), 0) AS [TOTALTIME], SUM(CONVERT(DECIMAL(18, 2), ISNULL(TIE.[Charge], 0))) AS [Value] FROM [dbo].[matters] MAT INNER JOIN [dbo].[TimeEntry] TIE ON TIE.[MATTER] = MAT.[Code] WHERE TIE.[MATTER] = @CaseCode AND ( (TIE.[TimeOrCharge] = 'T') OR (TIE.[TimeOrCharge] = 'C')) AND TIE.[TASK] <> 'WRI') TIES --Result Set 0 --Matter Data SELECT RTRIM(ISNULL(MAT.[Code], '')) AS [Code], RTRIM(ISNULL(MAT.[Description], '')) AS [Description], RTRIM(ISNULL(MAT.[ClientCode], '')) AS [ClientCode], RTRIM(ISNULL(CLT.[CLNAME], '')) AS [CLName], RTRIM(ISNULL(CLT.[CLADDR], '')) AS [CLAddr], RTRIM(ISNULL(MAT.[FECode], '')) AS [FECode], RTRIM(ISNULL(HAN.[NAME], '')) AS [HandlerName], RTRIM(ISNULL(MAT.[Dept], '')) AS [Dept], RTRIM(ISNULL(DPT.[DESC], '')) AS [Desc], RTRIM(MAT.WType) AS [WType], RTRIM(ISNULL(WKT.[DESC], '')) AS [WorkType], MAT.[Started] AS [Started], MAT.[EstFee] AS [EstFee], MAT.[ExpBillD] AS [ExpBillD], CONVERT(DECIMAL(19, 2), CASE WHEN @DebtBal <> 0 THEN @DebtBal ELSE ISNULL(MAT.[DebtBal], 0) END) AS [DebtBal], CONVERT(DECIMAL(19, 2), CASE WHEN @OutlayBal <> 0 THEN @OutlayBal ELSE ISNULL(MAT.[OutlayBal], 0) END) AS [OutlayBal], MAT.[OutlayBud] AS [OutlayBud], CONVERT(DECIMAL(19, 2), CASE WHEN @ClientCurrent <> 0 THEN @ClientCurrent + @ClientDeposit WHEN @ClientDeposit <> 0 THEN @ClientCurrent + @ClientDeposit ELSE ISNULL(MAT.[ClientBal], 0) END) AS [ClientBal], CONVERT(DECIMAL(19, 2), CASE WHEN @ClientCurrent <> 0 THEN @ClientCurrent ELSE ISNULL(MAT.[ClientCurBal], 0) END) AS [ClientCurBal], CONVERT(DECIMAL(19, 2), CASE WHEN @ClientDeposit <> 0 THEN @ClientDeposit ELSE ISNULL(MAT.[ClientDepBal], 0) END) AS [ClientDepBal], MAT.[StatuteLimits] AS [StatuteLimits], RTRIM(ISNULL(MAT.[User1], '')) AS [User1], RTRIM(ISNULL(MAT.[User2], '')) AS [User2], RTRIM(ISNULL(MAT.[User3], '')) AS [User3], MAT.[Value] AS [Value], @CSTimeBal AS [TimeBal], CASE WHEN LEN(@CSTimeBal / 60) < 2 THEN '0' + CAST(@CSTimeBal / 60 AS VARCHAR) ELSE CAST(@CSTimeBal / 60 AS VARCHAR) END + ':' + SUBSTRING(CONVERT(VARCHAR(3), 100 + CONVERT(INT, @CSTimeBal) % 60), 2, 2) AS [TimeBalHours], @CSChargeBal AS [ChargeBal], CASE WHEN LEN(@CSTotalTime / 60) < 2 THEN '0' + CAST(@CSTotalTime / 60 AS VARCHAR) ELSE CAST(@CSTotalTime / 60 AS VARCHAR) END + ':' + SUBSTRING(CONVERT(VARCHAR(3), 100 + CONVERT(INT, @CSTotalTime) % 60), 2, 2) AS [TotalHours], @CSTotalCharge AS [TotalCharge], MAT.[FileColour] AS [FileColour], RTRIM(ISNULL(MAT.[OldRef], '')) AS [OldRef], RTRIM(ISNULL(MAT.[Status], '')) AS [Status], MAT.[StatuteLimits] AS [StatuteLims], RTRIM(ISNULL(MAT.[Comment], '')) AS [Comment], @DraftBillValue AS [DraftBillTotal], @TIEDATE AS [LastBillDate], @LDIADATE AS [LastActionDate], RTRIM(ISNULL(@LDIAActionType, '')) AS [LastActionType], RTRIM(ISNULL(@LDIATEXT1, '')) AS [LastActionText], RTRIM(ISNULL(@LDIAFNCODE, '')) AS [LastActionFE], RTRIM(ISNULL(@LDIAFNNAME, '')) AS [LastActionFEName], @MDIADATE AS [LastMilestoneDate], RTRIM(ISNULL(@MDIAActionType, '')) AS [LastMilestoneType], RTRIM(ISNULL(@MDIATEXT1, '')) AS [LastMilestoneText], RTRIM(ISNULL(@MDIAFNCODE, '')) AS [LastMilestoneFE], RTRIM(ISNULL(@MDIAFNNAME, '')) AS [LastMilestoneFEName], @NDIADATE AS [NextActionDate], RTRIM(ISNULL(@NDIAActionType, '')) AS [NextActionType], RTRIM(ISNULL(@NDIATEXT1, '')) AS [NextActionText], RTRIM(ISNULL(@NDIAFNCODE, '')) AS [NextActionFE], RTRIM(ISNULL(@NDIAFNNAME, '')) AS [NextActionFEName], @LastTimeEntryDate AS [LastTimeEntryDate], @LastTimeEntryTime AS [LastTimeEntryTime], @LastTimeEntryRate AS [LastTimeEntryRate], @LastTimeEntryCharge AS [LastTimeEntryCharge], @LastTimeEntryTask AS [LastTimeEntrytask], @LastTimeEntryComment AS [LastTimeEntryComment], @LastTimeEntryFE AS [LastTimeEntryFE], @LastTimeEntryFEName AS [LastTimeEntryFEName], @CSTimeEntryTotalCharge AS [TimeEntryTotalCharge], @CSTimeEntryTotalTime AS [TotalTime], STC.[DESCRIPTION] AS [StatusCodeDescription], CSM.[CSWKTCODE] AS [CSWKTCode], TMP.[WKDESC] AS [WKDesc], CASE WHEN MAT.[ShowCommentInAlarm] = 'Y' THEN 'True' ELSE 'False' END AS [ShowCommentInAlarm], RTRIM(ISNULL(FCL.[COLOURDESC], '')) AS [FileColourDescription], ISNULL(FCL.[RGBColour], -1) AS [FileColourRGB], @Section68 AS [Section68], @IsApproved AS [IsApproved] FROM dbo.[matters] MAT LEFT JOIN dbo.[WorkTypes] WKT ON WKT.[CODE] = MAT.[WType] LEFT OUTER JOIN dbo.[Departments] DPT ON DPT.[CODE] = MAT.[Dept] LEFT OUTER JOIN dbo.[Handlers] HAN ON HAN.[CODE] = MAT.[FECode] LEFT OUTER JOIN dbo.[client] CLT ON CLT.[CLCODE] = MAT.[ClientCode] LEFT OUTER JOIN dbo.[StatusCodes] STC ON STC.[CODE] = MAT.[Status] LEFT OUTER JOIN dbo.[CaseMaster] CSM LEFT OUTER JOIN dbo.[Templates] TMP ON TMP.[WKCODE] = CSM.[CSWKTCODE] ON CSM.[CSCODE] = MAT.[Code] LEFT OUTER JOIN [dbo].[FileColours] FCL ON FCL.[COLOURCODE] = MAT.[FileColour] WHERE MAT.[Code] = @CaseCode SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_FetchTimeEntry_Log' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_FetchTimeEntry_Log] END GO CREATE PROCEDURE [dbo].[KAAS_FetchTimeEntry_Log] (@MATTER VARCHAR(20)) AS /******************************************************************************************************* * This procedure is used show the data for TimeEntry_Log Details. * * * * Stored Procedure Name : [dbo].[KAAS_FetchTimeEntry_Log] ` * * Copied from : [dbo].[ky_NETFetchTimeEntry_Log] * * * * Modification History: * * 2015-11-12 Pino Carafa Imported into Release 2 of Framework * * Include new columns * * 2019-07-25 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON SELECT [HAN].[NAME] AS [FEEEARN], --[TEL].[DATE] AS [DATE], CONVERT(VARCHAR, [TEL].[DATE], 23) AS [DATE], [TEL].[COMMENT] AS [COMMENT], CASE [TEL].[TIMEORCHARGE] WHEN 'T' THEN 'Time' WHEN 'B' THEN 'Bill' WHEN 'C' THEN 'Charge' END AS [TIMEORCHARGE], [TEL].[TIME] AS [TIME], CASE [TEL].[REC_IRR] WHEN 'C' THEN 'Chargeable' WHEN 'N' THEN 'Non Chargeable' WHEN '' THEN 'Chargeable' END AS [REC_IRR], ISNULL([TEL].[CHARGE], 0.00) AS [CHARGE], ISNULL([TEL].[BILLEDAMOUNT], 0.00) AS [BILLEDAMOUNT], ISNULL([TEL].[INVOICENO], 0) AS [INVOICENO], CASE WHEN [TAC].[DESC] IS NULL THEN RTRIM(ISNULL([TEL].[TASK], '')) ELSE RTRIM(ISNULL([TAC].[DESC], '')) END AS [TASK], CASE [TEL].[LogFor] WHEN 'C' THEN 'Updated' WHEN 'D' THEN 'Deleted' WHEN 'B' THEN 'Marked As Billed' WHEN 'U' THEN 'Marked As Un-Billed' WHEN 'M' THEN 'Moved' END AS [LogType], [TEL].[HandlerLogFor] AS [ByHandler], RTRIM(ISNULL([BHA].[NAME], '')) AS [ByHandlerName], [TEL].[LoginLogFor] AS [ByUser], [TEL].[WhenLogFor] AS [ByDateTime] FROM [dbo].[TimeEntryLogNew] [TEL] INNER JOIN [dbo].[matters] [MAT] ON [MAT].[CODE] = [TEL].[MATTER] INNER JOIN [dbo].[TasksCodes] [TAC] ON [TAC].[CODE] = [TEL].[TASK] INNER JOIN [dbo].[Handlers] [HAN] ON [HAN].[CODE] = [TEL].[FEEEARN] LEFT OUTER JOIN [dbo].[Handlers] [BHA] ON BHA.[CODE] = [TEL].[HandlerLogFor] WHERE [TEL].[MATTER] = @MATTER ORDER BY [TEL].[MATTER] ASC, [TEL].[DATE] ASC, [TEL].[TimeEntryLogID] DESC SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_FetchTimeEntry_Web',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_FetchTimeEntry_Web] GO CREATE PROCEDURE [dbo].[KAAS_FetchTimeEntry_Web] (@CaseCode VARCHAR(20), @PageNumber INT = NULL, @PageSize INT = NULL, @SearchText VARCHAR(400) = NULL, @SortColumn VARCHAR(50) = NULL, @SortDirection VARCHAR(10) = NULL) AS /******************************************************************************************************* * This procedure is used to get net Action Code based on the given Action ID. * * * * Stored Procedure Name : [dbo].[KAAS_FetchTimeEntry_Web] * * Copied from : [dbo].[ky_NETTLFetchTimeEntry3] * * * * Modification History: * * 2019-06-05 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON DECLARE @IsSAM4 bit DECLARE @TimeEntryTotalCharge DECIMAL(19, 2) DECLARE @TimeEntryTotalTime INT DECLARE @TotalCharge Decimal(19, 2) DECLARE @TotalTime INT DECLARE @TimeBal INT DECLARE @ChargeBal DECIMAL(19, 2) DECLARE @ChargeableBal DECIMAL(19, 2) DECLARE @NonChargeableBal DECIMAL(19, 2) DECLARE @NonChargeableTimeBal INT DECLARE @ChargeableTimeBal INT DECLARE @NCOMMAND NVARCHAR(MAX) DECLARE @TotalFeesIssued DECIMAL(19, 2) SET @IsSAM4 = [dbo].[ISSAM4]() 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(RTRIM(ISNULL(@SearchText, '')) = '' OR RTRIM(@SearchText) = '') BEGIN SET @SearchText = '' END 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 #TimeLedgerTable FROM (SELECT TIE.[RecordID] AS [RecordID], RTRIM(ISNULL(HAN.[CODE], '')) AS [HandlerCode], RTRIM(ISNULL(HAN.[NAME], '')) AS [FEEEARN], TIE.[DATE] AS [DATE], [dbo].[KAAS_FN_RemoveSpuriousWhitespace](TIE.[COMMENT], 200) AS [COMMENT], CASE TIE.[TimeOrCharge] WHEN 'T' THEN 'Time' WHEN 'B' THEN 'Bill' WHEN 'C' THEN 'Charge' END AS [TIMEORCHARGE], TIE.[TIME] AS [TIME], CASE WHEN ([TIME] = 0) THEN ('00:00') WHEN ([Time] > 0) THEN SUBSTRING(CONVERT(VARCHAR(3), 100 + CONVERT(NVARCHAR(10), CONVERT(NVARCHAR(5), [TIME] / 60))), 2, 2) + ':' + SUBSTRING(CONVERT(VARCHAR(3), 100 + CONVERT(NVARCHAR(10), CONVERT(NVARCHAR(5), [TIME] - (60 * ([TIME] / 60))))), 2, 2) WHEN ([TIME] < 0) THEN '-' + SUBSTRING(CONVERT(VARCHAR(3), 100 + CONVERT(NVARCHAR(10), CONVERT(NVARCHAR(5), -[TIME] / 60))), 2, 2) + ':' + SUBSTRING(CONVERT(VARCHAR(3), 100 + CONVERT(NVARCHAR(10), CONVERT(NVARCHAR(5), -[TIME] - (60 * (-[TIME] / 60))))), 2, 2) END AS [TimeInHours], CASE TIE.[Rec_Irr] WHEN 'C' THEN 'Chargeable' WHEN 'N' THEN 'Non-Chargeable' WHEN '' THEN 'Chargeable' END AS [REC_IRR], ISNULL(TIE.[CHARGE], 0.00) AS [CHARGE], ISNULL(TIE.[BILLEDAMOUNT], 0.00) AS [BILLEDAMOUNT], ISNULL(TIE.[INVOICENO], 0) AS [INVOICENO], CASE WHEN TC.[DESC] IS NULL THEN TIE.[TASK] WHEN TC.[DESC] IS NOT NULL THEN TC.[DESC] ELSE '' END AS [TASK], CASE WHEN ISNULL(TIE.[WriteOffID], 0) = 0 THEN '' ELSE CONVERT(VARCHAR(MAX), ISNULL(TIE.[WriteOffID], 0)) END AS [WriteOffID], TIE.[WriteOffDT] AS [WriteOffDT], ISNULL(TIE.[Rate], 0) AS [Rate], ISNULL(TIE.[IncludeInBill], 0) AS [IncludeInBill], CASE WHEN TIE.[TIMEORCHARGE] = 'B' OR TIE.[IncludeInBill] = 2 OR TIE.[Rec_Irr] <> 'C' THEN 0 WHEN @IsSAM4 = 1 AND ISNULL(TIE.[INVOICENO], 0) <> 0 THEN 0 WHEN @IsSAM4 <> 1 THEN ISNULL(TIE.[CHARGE], 0) - ISNULL(TIE.[BILLEDAMOUNT], 0) ELSE ISNULL(TIE.[CHARGE], 0) END AS [WIP], TIE.[Task] AS [TaskCode] FROM [dbo].[TimeEntry] TIE LEFT OUTER JOIN [dbo].[Matters] MAT ON MAT.[Code] = TIE.[Matter] LEFT OUTER JOIN [dbo].[TasksCodes] TC ON TC.[CODE] = TIE.[Task] LEFT OUTER JOIN [dbo].[Handlers] HAN ON HAN.[CODE] = TIE.[FeeEarn] WHERE ( [TIE].[RecordID] LIKE '%' + @SearchText + '%' OR [HAN].[CODE] LIKE '%' + @SearchText + '%' OR [HAN].[NAME] LIKE '%' + @SearchText + '%' OR [TIE].[DATE] LIKE '%' + @SearchText + '%' OR [TIE].[COMMENT] LIKE '%' + @SearchText + '%' OR [TIE].[TimeOrCharge] LIKE '%' + @SearchText + '%' OR [TIE].[Rec_Irr] LIKE '%' + @SearchText + '%' OR [TIE].[CHARGE] LIKE '%' + @SearchText + '%' OR [TIE].[BILLEDAMOUNT] LIKE '%' + @SearchText + '%' OR [TIE].[INVOICENO] LIKE '%' + @SearchText + '%' OR [TC].[DESC] LIKE '%' + @SearchText + '%' OR [TIE].[TASK] LIKE '%' + @SearchText + '%' OR [TIE].[WriteOffID] LIKE '%' + @SearchText + '%' OR [TIE].[WriteOffDT] LIKE '%' + @SearchText + '%' OR [TIE].[Rate] LIKE '%' + @SearchText + '%' OR [TIE].[IncludeInBill] LIKE '%' + @SearchText + '%' OR [TIE].[TIMEORCHARGE] LIKE '%' + @SearchText + '%' ) AND TIE.[Matter] = @CaseCode) AS FoundTable ORDER BY CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'RecordID' THEN [RecordID] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'RecordID' THEN [RecordID] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'HandlerCode' THEN [HandlerCode] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'HandlerCode' THEN [HandlerCode] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'FEEEARN' THEN [FEEEARN] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'FEEEARN' THEN [FEEEARN] 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 'TIMEORCHARGE' THEN [TIMEORCHARGE] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'TIMEORCHARGE' THEN [TIMEORCHARGE] 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 'TimeInHours' THEN [TimeInHours] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'TimeInHours' THEN [TimeInHours] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'REC_IRR' THEN [REC_IRR] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'REC_IRR' THEN [REC_IRR] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'CHARGE' THEN [CHARGE] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'CHARGE' THEN [CHARGE] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'BILLEDAMOUNT' THEN [BILLEDAMOUNT] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'BILLEDAMOUNT' THEN [BILLEDAMOUNT] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'INVOICENO' THEN [INVOICENO] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'INVOICENO' THEN [INVOICENO] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'TASK' THEN [TASK] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'TASK' THEN [TASK] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'WriteOffID' THEN [WriteOffID] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'WriteOffID' THEN [WriteOffID] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'WriteOffDT' THEN [WriteOffDT] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'WriteOffDT' THEN [WriteOffDT] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'Rate' THEN [Rate] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'Rate' THEN [Rate] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'IncludeInBill]' THEN [IncludeInBill] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'IncludeInBill]' THEN [IncludeInBill] 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 'TaskCode' THEN [TaskCode] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'TaskCode' THEN [TaskCode] END END DESC SELECT * FROM #TimeLedgerTable WHERE ( @StartRow IS NULL OR ( [Row_Number] BETWEEN @StartRow AND @EndRow ) ) SELECT (COUNT([Row_Number])) AS [TotalRecords] FROM #TimeLedgerTable -- Please see also: KAAS_FN_MatterClosable. If you change any of these calculations, -- ensure the ones in there are changed as well. -- KAAS_MatterClosable. If you change any of these calculations, -- ensure the ones in there are changed as well. -- KAAS_CaseSummaryPageLoad. If you change any of these calculations, -- ensure the ones in there are changed as well. SELECT @TimeEntryTotalCharge = ISNULL(SUM(ISNULL(TIE.[Charge], 0)), 0), @TimeEntryTotalTime = ISNULL(SUM(ISNULL(TIE.[TIME], 0)), 0), @TotalCharge = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N' THEN 0 ELSE ISNULL(TIE.[Charge], 0) END), 0), @ChargeBal = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N' THEN 0 WHEN @IsSAM4 = 1 AND ISNULL(TIE.[InvoiceNo], 0) <> 0 THEN 0 WHEN @IsSAM4 = 1 THEN ISNULL(TIE.[Charge], 0) ELSE ISNULL(TIE.[Charge], 0) - ISNULL(TIE.[BilledAmount], 0) END), 0), @NonChargeableBal = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N' AND ISNULL(TIE.[Task], '') <> 'WRI' THEN ISNULL(TIE.[Charge], 0) ELSE 0 END), 0), @ChargeableBal = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') <> 'N' AND ISNULL(TIE.[Task], '') <> 'WRI' THEN ISNULL(TIE.[Charge], 0) ELSE 0 END), 0), @TimeBal = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N' THEN 0 WHEN @IsSAM4 = 1 AND ISNULL(TIE.[InvoiceNo], 0) <> 0 THEN 0 WHEN @IsSAM4 = 0 THEN CASE WHEN TIE.[Charge] = 0 THEN 0 ELSE CONVERT(INT,FLOOR(CONVERT(DECIMAL(18, 2), TIE.[TIME]) * ((TIE.[Charge] - TIE.[BilledAmount]) / TIE.[Charge]))) END ELSE ISNULL(TIE.[Time], 0) END), 0), @NonChargeableTimeBal = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N' AND ISNULL(TIE.[Task], '') <> 'WRI' THEN ISNULL(TIE.[TIME], 0) ELSE 0 END), 0), @ChargeableTimeBal = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N' OR ISNULL(TIE.[Task], '') = 'WRI' THEN 0 ELSE ISNULL(TIE.[TIME], 0) END), 0), @TotalTime = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N' OR ISNULL(TIE.[Task], '') = 'WRI' THEN 0 ELSE ISNULL(TIE.[Time], 0) END), 0) FROM [dbo].[TimeEntry] TIE WHERE TIE.[Matter] = @CaseCode AND ((TIE.[TimeOrCharge] = 'T') OR (TIE.[TimeOrCharge] = 'C')) --**Changed fetch condition JIRA 1081 - arun -- PLEASE NOTE THAT THIS MUST BE IDENTICAL TO RESULT SET 10 IN KAAS_CaseSummaryPageLoad. Please -- modify both procedures if this needs to be changed. -- Result Set 10 -- The fees issued to date IF @IsSAM4 = 0 BEGIN SET @NCOMMAND = N' SELECT @TotalFeesIssued = ISNULL(SUM((CASE WHEN HED.[INVCR] = ''I'' THEN TRN.[VALUE] ELSE TRN.[VALUE] * - 1 END)), 0) FROM [dbo].[BatchH] HED INNER JOIN [dbo].[BatchDetails] TRN ON TRN.[BATCHNO] = HED.[BATCHNO] WHERE HED.[MATTER] = @CaseCode AND HED.[POSTED] = ''Y'' AND TRN.[TYPE] = ''I'' AND TRN.[OUTLAY] = ''F''' END ELSE BEGIN SET @NCOMMAND = N' SELECT @TotalFeesIssued = ISNULL(SUM(ISNULL(TRN.[FeesBilled], 0) * ISNULL(TRN.[DrCr], 1) * (-1)), 0) FROM [dbo].[TransactionsHeaders] HED INNER JOIN [dbo].[Transactions] TRN ON TRN.[BatchNo] = HED.[BatchNo] AND TRN.[RecType] = ''D'' AND TRN.[LineType] = ''F'' AND TRN.[XnType] = ''I'' AND TRN.[Posted] = ''Y'' AND ( TRN.[CorrectionInd] = ''L'' OR TRN.[CorrectionInd] = ''X'') WHERE HED.[MatterCode] = @CaseCode --values imported from Axxia SELECT @TotalFeesIssued = @TotalFeesIssued + ISNULL(SUM(ISNULL(TRN.[FeesBilled], 0) * ISNULL(TRN.[DrCr], 1) * (-1)), 0) FROM [dbo].[Transactions] TRN LEFT OUTER JOIN [dbo].[TransactionsHeaders] HED ON HED.[BatchNo] = TRN.[BatchNo] WHERE TRN.[MatterCode] = @CaseCode AND TRN.[RecType] = ''D'' AND TRN.[LineType] = ''F'' AND TRN.[XnType] = ''I'' AND TRN.[Posted] = ''Y'' AND ( TRN.[CorrectionInd] = ''L'' OR TRN.[CorrectionInd] = ''X'') AND HED.[BatchNo] IS NULL' END EXECUTE sp_executesql @NCOMMAND, N'@CaseCode VARCHAR(20), @TotalFeesIssued DECIMAL(19, 2) OUTPUT', @CaseCode = @CaseCode, @TotalFeesIssued = @TotalFeesIssued OUTPUT /*WIP Calculations*/ SELECT SUBSTRING(CONVERT(VARCHAR(3), 100 + @TimeBal / 60), 2, 2) AS [WIPHrs], SUBSTRING(CONVERT(VARCHAR(3), 100 + @TimeBal - (60 * (@TimeBal / 60))), 2, 2) AS [WIPMins], @ChargeBal AS [WIPAmt] /*Total Record Calculations*/ SELECT SUBSTRING(CONVERT(VARCHAR(3), 100 + @TimeEntryTotalTime / 60), 2, 2) AS [TotalHours], SUBSTRING(CONVERT(VARCHAR(3), 100 + @TimeEntryTotalTime - (60 * (@TimeEntryTotalTime / 60))), 2, 2) AS [TotalMins], @TimeEntryTotalCharge AS [TotalAmt], SUBSTRING(CONVERT(VARCHAR(3), 100 + @NonChargeableTimeBal / 60), 2, 2) AS [RecNonChargeableHrs], SUBSTRING(CONVERT(VARCHAR(3), 100 + @NonChargeableTimeBal - (60 * (@NonChargeableTimeBal / 60))), 2, 2) AS [RecNonChargeableMins], @NonChargeableBal AS [RecNonChargeableAmt], SUBSTRING(CONVERT(VARCHAR(3), 100 + @ChargeableTimeBal / 60), 2, 2) AS [RecChargeableHrs], SUBSTRING(CONVERT(VARCHAR(3), 100 + @ChargeableTimeBal - (60 * (@ChargeableTimeBal / 60))), 2, 2) AS [RecChargeableMins], @ChargeableBal AS [RecChargeableAmt], SUBSTRING(CONVERT(VARCHAR(3), 100 + (@ChargeableTimeBal + @NonChargeableTimeBal) / 60), 2, 2) AS [RecTotalHrs], SUBSTRING(CONVERT(VARCHAR(3), 100 + (@ChargeableTimeBal + @NonChargeableTimeBal) - (60 * ((@ChargeableTimeBal + @NonChargeableTimeBal) / 60))), 2, 2) AS [RecTotalMins], @ChargeableBal + @NonChargeableBal AS [RecTotalAmt], @TotalFeesIssued AS [TotalBilled], @TotalFeesIssued - (@ChargeableBal + @NonChargeableBal) AS [ProfitLoss] -- Current Profit/Loss = TotalBilled - RecTotalAmt; /*Write Off Calculations*/ SELECT CASE WHEN TIES.[WriteOffTime] > 0 THEN '-' ELSE '' END + SUBSTRING(CONVERT(VARCHAR(3), 100 + (TIES.[WriteOffTime] / 60)), 2, 2) AS [WOHrs], SUBSTRING(CONVERT(VARCHAR(3), 100 + (TIES.[WriteOffTime] % 60)), 2, 2) AS [WOMins], ---TIES.[WriteOffTime] / 60 AS [WOHrs], ---TIES.[WriteOffTime] % 60 AS [WOMins], TIES.[WriteOffValue] As [WOAmt] FROM (SELECT ISNULL(SUM(CONVERT(DECIMAL(18, 2), ISNULL(TIE.[Charge], 0))), 0) AS [WriteOffValue], ISNULL(SUM(ISNULL(TIE.[Time], 0)), 0) AS [WriteOffTime] FROM [dbo].[matters] MAT INNER JOIN [dbo].[TimeEntry] TIE ON TIE.[MATTER] = MAT.[Code] WHERE TIE.[MATTER] = @CaseCode AND ((TIE.[TimeOrCharge] = 'T') OR (TIE.[TimeOrCharge] = 'C')) AND TIE.[Task] = 'WRI') TIES /*Total Billed Amount Calculations */ ------ Commented out as reversed KEYD-3657 --IF @IsSAM4 = 0 -- SELECT ISNULL(SUM(ISNULL([TIE].[BilledAmount], 0)), 0) AS [TotalBill] -- FROM [dbo].[TimeEntry] [TIE] -- WHERE [TIE].[Matter] = @CaseCode --ELSE -- SELECT @TotalFeesIssued AS [TotalBill] -- FROM [dbo].[TimeEntry] [TIE] -- WHERE [TIE].[Matter] = @CaseCode DECLARE @DraftBillValue DECIMAL(18, 2) SET @IsSAM4 = [dbo].[ISSAM4]() IF @IsSAM4 = 0 BEGIN SET @NCOMMAND = N' SELECT @DraftBillValue = ISNULL(SUM(ISNULL(BD.[NET], 0)), 0) + ISNULL(SUM(ISNULL(BD.[VATVALUE], 0)), 0) FROM [dbo].[BillHeader] HED INNER JOIN [dbo].[BillDetails] BD ON BD.[DRAFTNO] = HED.[DRAFTNO] WHERE HED.[MATTER] = @CaseCode AND HED.[BILLNO] = 0' END ELSE BEGIN SET @NCOMMAND = N' SELECT @DraftBillValue = ISNULL(SUM(ISNULL(BD.[NetValue], 0)), 0) + ISNULL(SUM(ISNULL(BD.[VatValue], 0)), 0) FROM [dbo].[BillHead] HED INNER JOIN [dbo].[BillDetail] BD ON BD.[BillID] = HED.[BillingID] WHERE HED.[MatterCode] = @CaseCode AND HED.[BillStatus] <> ''Approved'' AND ISNULL(HED.[ProForma], '''') = ''Y''' END EXECUTE sp_executesql @NCOMMAND, N'@CaseCode VARCHAR(20),@DraftBillValue DECIMAL(18, 2) OUTPUT', @CaseCode = @CaseCode, @DraftBillValue=@DraftBillValue OUTPUT DECLARE @Section68 VARCHAR(10) DECLARE @IsApproved VARCHAR(10) DECLARE @CSTimeBal INT DECLARE @CSChargeBal DECIMAL(19, 2) DECLARE @CSTotalCharge Decimal(19, 2) DECLARE @CSTotalTime INT --Matter values that are re-used elsewhere in this procedure. SELECT @Section68 = ISNULL(MAT.[Section68],''), @IsApproved = ISNULL(CON.[Approved],'') FROM [dbo].[matters] MAT LEFT OUTER JOIN [dbo].[Contacts] CON ON CON.[Code] = MAT.[ClientCode] WHERE MAT.[Code] = @CaseCode DECLARE @LDIADATE DATETIME DECLARE @LDIAACTIONTYPE VARCHAR(1) DECLARE @LDIATEXT1 VARCHAR(MAX) DECLARE @LDIAFNCODE VARCHAR(10) DECLARE @LDIAFNNAME VARCHAR(50) SELECT TOP 1 @LDIADATE = LDIA.[DATE], @LDIAACTIONTYPE = LDIA.[ACTIONTYPE], @LDIATEXT1 = LDIA.[TEXT1], @LDIAFNCODE = LDIA.[FNCODE], @LDIAFNNAME = [FEC].[Name] FROM [dbo].[diary] LDIA INNER JOIN [dbo].[FeeEarnerCodes] [FEC] ON LDIA.FNCODE = [FEC].[CODE] WHERE LDIA.[CASECODE] = @CaseCode ORDER BY LDIA.[DATE] DESC DECLARE @MDIADATE DATETIME DECLARE @MDIAACTIONTYPE VARCHAR(1) DECLARE @MDIATEXT1 VARCHAR(MAX) DECLARE @MDIAFNCODE VARCHAR(10) DECLARE @MDIAFNNAME VARCHAR(50) SELECT TOP 1 @MDIADATE= MDIA.[DATE], @MDIAACTIONTYPE = MDIA.[ACTIONTYPE], @MDIATEXT1 = MDIA.[TEXT1], @MDIAFNCODE = MDIA.[FNCODE], @MDIAFNNAME = [FEC].[Name] FROM [dbo].[diary] MDIA INNER JOIN [dbo].[FeeEarnerCodes] [FEC] ON MDIA.FNCODE = [FEC].[CODE] WHERE MDIA.[CASECODE] = @CaseCode AND MDIA.[HIGHLIGHTED] = 'Y' ORDER BY MDIA.[DATE] DESC DECLARE @NDIADATE DATETIME DECLARE @NDIAACTIONTYPE VARCHAR(1) DECLARE @NDIATEXT1 VARCHAR(MAX) DECLARE @NDIAFNCODE VARCHAR(10) DECLARE @NDIAFNNAME VARCHAR(50) SELECT TOP 1 @NDIADATE = NDIA.[DATE], @NDIAACTIONTYPE = NDIA.[ACTIONTYPE], @NDIATEXT1 = NDIA.[TEXT1], @NDIAFNCODE = NDIA.[FNCODE], @NDIAFNNAME = [FEC].[Name] FROM dbo.[diary] NDIA INNER JOIN [dbo].[FeeEarnerCodes] [FEC] ON NDIA.FNCODE = [FEC].[CODE] WHERE NDIA.[CASECODE] = @CaseCode AND NDIA.[STATUS] = 0 ORDER BY NDIA.[DATE] ASC DECLARE @TIEDATE DATETIME --Pino 2015-05-27 Start --SELECT @TIEDATE = (MAX(TIE.[DATE])) -- FROM [dbo].[TimeEntry] TIE -- WHERE TIE.[Matter] = @CaseCode IF [dbo].[ISSAM4]() = 0 BEGIN SET @NCOMMAND = N' SELECT @TIEDATE = MAX(CASE WHEN DLG.[DATE] IS NULL THEN CONVERT(DATETIME, NULL) WHEN DLG.[DATE] > GETDATE() THEN CONVERT(DATETIME, NULL) ELSE DLG.[DATE] END) FROM [dbo].[DebtorsLedger] DLG WHERE DLG.[MATTER] = @CaseCode' END ELSE BEGIN SET @NCOMMAND = N' SELECT @TIEDATE = MAX(CASE WHEN TRN.[TransDate] IS NULL THEN CONVERT(DATETIME, NULL) WHEN TRN.[TransDate] > GETDATE() THEN CONVERT(DATETIME, NULL) ELSE TRN.[TransDate] END) FROM [dbo].[Transactions] TRN WHERE TRN.[Posted] = ''Y'' AND TRN.[MatterCode] = @CaseCode AND TRN.[DebtorsValue] <> 0 AND TRN.[CorrectionInd] = ''L'' AND ( ( TRN.[XnType] = ''I'' AND TRN.[RecType] = ''H'') OR ( TRN.[XnType] = ''J'' AND TRN.[RecType] = ''D''))' END EXECUTE sp_executesql @NCOMMAND, N'@CaseCode VARCHAR(20), @TIEDATE DATETIME OUTPUT', @CaseCode = @CaseCode, @TIEDATE = @TIEDATE OUTPUT --Pino 2015-05-27 End DECLARE @LastTimeEntryDate DATETIME DECLARE @LastTimeEntryTime INT DECLARE @LastTimeEntryRate DECIMAL(10, 2) DECLARE @LastTimeEntryCharge DECIMAL(10, 2) DECLARE @LastTimeEntryTask VARCHAR(6) DECLARE @LastTimeEntryComment VARCHAR(1000) DECLARE @LastTimeEntryFE VARCHAR(10) DECLARE @LastTimeEntryFEName VARCHAR(50) DECLARE @CSTimeEntryTotalCharge DECIMAL(19, 2) DECLARE @CSTimeEntryTotalTime INT SELECT TOP (1) @LastTimeEntryDate = TIE.[DATE], @LastTimeEntryTime = TIE.[Time], @LastTimeEntryRate = TIE.[Rate], @LastTimeEntryCharge = TIE.[Charge], @LastTimeEntryTask = TIE.[Task], @LastTimeEntryComment = TIE.[Comment], @LastTimeEntryFE = TIE.[FeeEarn], @LastTimeEntryFEName = [FEC].[Name] FROM [dbo].[TimeEntry] TIE INNER JOIN [dbo].[FeeEarnerCodes] [FEC] ON [TIE].[FeeEarn] = [FEC].[CODE] WHERE TIE.[Matter] = @CaseCode AND ( (TIE.[TimeOrCharge] = 'T') OR (TIE.[TimeOrCharge] = 'C')) --**Changed fetch condition JIRA 1081 - arun ORDER BY TIE.[Date] DESC, TIE.[Time] DESC SET @LastTimeEntryRate = ISNULL(@LastTimeEntryRate, 0) SET @LastTimeEntryCharge = ISNULL(@LastTimeEntryCharge, 0) -- Please see also: KAAS_FN_MatterClosable. If you change any of these calculations, -- ensure the ones in there are changed as well. -- KAAS_MatterClosable. If you change any of these calculations, -- ensure the ones in there are changed as well. SELECT @CSTimeEntryTotalCharge = ISNULL(SUM(ISNULL(TIE.[Charge], 0)), 0), @CSTimeEntryTotalTime = ISNULL(SUM(ISNULL(TIE.[TIME], 0)), 0), @CSTotalCharge = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N' THEN 0 ELSE ISNULL(TIE.[Charge], 0) END), 0), @CSChargeBal = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N' THEN 0 WHEN @IsSAM4 = 1 AND ISNULL(TIE.[InvoiceNo], 0) <> 0 THEN 0 WHEN @IsSAM4 = 1 THEN ISNULL(TIE.[Charge], 0) ELSE ISNULL(TIE.[Charge], 0) - ISNULL(TIE.[BilledAmount], 0) END), 0), @CSTimeBal = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N' THEN 0 WHEN @IsSAM4 = 1 AND ISNULL(TIE.[InvoiceNo], 0) <> 0 THEN 0 WHEN @IsSAM4 = 0 THEN CASE WHEN TIE.[Charge] = 0 THEN 0 ELSE CONVERT(INT, FLOOR(CONVERT(DECIMAL(18, 2), TIE.[TIME]) * ( (TIE.[Charge] - TIE.[BilledAmount]) / TIE.[Charge]))) END ELSE ISNULL(TIE.[Time], 0) END), 0), @CSTotalTime = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N' THEN 0 ELSE ISNULL(TIE.[Time], 0) END), 0) FROM [dbo].[TimeEntry] TIE WHERE TIE.[Matter] = @CaseCode AND ( (TIE.[TimeOrCharge] = 'T') OR (TIE.[TimeOrCharge] = 'C')) --**Changed fetch condition JIRA 1081 - arun DECLARE @DebtBal DECIMAL(19, 2) DECLARE @OutlayBal DECIMAL(19, 2) DECLARE @DebtBalDate DATETIME DECLARE @OutlayBalDate DATETIME DECLARE @ClientCurrent DECIMAL(19, 2) DECLARE @ClientDeposit DECIMAL(19, 2) -- Please see also: KAAS_FN_MatterClosable. If you change any of these calculations, -- ensure the ones in there are changed as well. -- -- To ensure SAM3 will retrieve these from [dbo].[matters] SET @DebtBal = 0 SET @OutlayBal = 0 SET @ClientCurrent = 0 SET @ClientDeposit = 0 IF @IsSAM4 = 1 BEGIN SET @NCOMMAND = N' SELECT @DebtBal = CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(TRN.[DebtorsValue], 0)), 0)), @DebtBalDate = MAX(CASE WHEN ISNULL(TRN.[DebtorsValue], 0) = 0 THEN NULL ELSE TRN.[TransDate] END), @OutlayBal = CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(TRN.[OutlayValue], 0)), 0)), @OutlayBalDate = MAX(CASE WHEN ISNULL(TRN.[OutlayValue], 0) = 0 THEN NULL ELSE TRN.[TransDate] END), @ClientCurrent = CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(TRN.[ClientCurrent], 0)), 0)), @ClientDeposit = CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(TRN.[ClientDeposit], 0)), 0)) FROM [dbo].[Transactions] TRN WHERE TRN.[MatterCode] = @CaseCode AND TRN.[Posted] = ''Y'' AND TRN.[RecType] <> ''V'' AND TRN.[CorrectionInd] = ''L''' EXECUTE sp_executesql @NCOMMAND, N'@CaseCode VARCHAR(20), @DebtBal DECIMAL(19, 2) OUTPUT, @DebtBalDate DATETIME OUTPUT, @OutlayBal DECIMAL(19, 2) OUTPUT, @OutlayBalDate DATETIME OUTPUT, @ClientCurrent DECIMAL(19, 2) OUTPUT, @ClientDeposit DECIMAL(19, 2) OUTPUT', @CaseCode = @CaseCode, @DebtBal = @DebtBal OUTPUT, @DebtBalDate = @DebtBalDate OUTPUT, @OutlayBal = @OutlayBal OUTPUT, @OutlayBalDate = @OutlayBalDate OUTPUT, @ClientCurrent = @ClientCurrent OUTPUT, @ClientDeposit = @ClientDeposit OUTPUT END SET NOCOUNT OFF END GO IF OBJECT_ID(N'[KAAS_FetchUserVariables]',N'P')IS NOT NULL DROP PROCEDURE [KAAS_FetchUserVariables] GO CREATE PROCEDURE [KAAS_FetchUserVariables] ( @CaseCode VARCHAR(20), @CasePlan VARCHAR(5) ) AS /* [KAAS_FetchUserVariables] This procedure is used to update user variables based on case plan Modification History --------------------------------------------------------------------------------- Date Name Description --------------------------------------------------------------------------------- 2015FEB12 Arun Change NVARCHAR to VARCHAR 2015JUN23 Sridharan KEYD - 2332 - Use of LTRIM(RTRIM( 2019JUL01 Arun Copied from ky_NETMATFetchUserVariables NOTE: CASE UDF field have removed, hence it not used in UI ----------------------------------------------------------------------------------- */ BEGIN SET NOCOUNT ON --SELECT -- U.UDFCATEGORY, -- RTRIM(S.PROMPT) AS PROMPT, -- Case RTRIM(s.[TYPE]) WHEN 'Text' THEN CONVERT(NVARCHAR(200),CA.TEXT1) -- WHEN 'Numeric' THEN CONVERT(NVARCHAR(50),CA.NumberValue) -- WHEN 'Date' THEN CONVERT(NVARCHAR(20), CA.DateValue, 106) -- ELSE CONVERT(NVARCHAR(200),CA.TEXT1) -- END AS [Value], -- CA.CASECODE, -- CA.UDFFile, -- CA.UDFNAME, -- CA.SEQNO, -- ISNULL(CA.TEXT1,'-') AS [Text1], -- S.FILEPREFIX, -- S.FIELDNAME, -- S.[FORMAT], -- S.ACTUALNAME --FROM -- CaseUDFAnswers CA --LEFT OUTER JOIN -- SystemUserDefinedFields S ON S.FILEPREFIX = CA.UDFFile AND S.FIELDNAME = CA.UDFNAME --LEFT OUTER JOIN -- UDFCategory U ON U.ID = s.UDFCategory --WHERE -- CA.CASECODE = @CaseCode --ORDER BY -- CA.SEQNO SELECT WKACCSRN, WKSRNLIT, WKSRNCON, WKSRNPRB, WKSRNDRC, WKSRNGEN,* FROM Templates WHERE WKCODE=@CasePlan SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_FileSharingHandlerConnections' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_FileSharingHandlerConnections] END GO CREATE PROCEDURE [KAAS_FileSharingHandlerConnections] (@HandlerCode VARCHAR(10), @DocFolderID INT) AS /************************************************************************************************************* * Stored Procedure Name : KAAS_FileSharingHandlerConnections * * Copied From : [dbo].[ky_NETSPFileSharingHandlerConnections] * * * * List a handler's connection details for all File Sharing servers * * * * Compatibility information - PLEASE update older versions if necessary to ensure the compatible software * * remains fully functional * * ***************************************************************************************************** * * * * * * * Supersedes: - * * * * First compatible version: 5.5.1.2 * * * * Last compatible software version: - * * * * Superseded by: - * * * * * * * ***************************************************************************************************** * * * * Modification History * * 2017-06-22 Pino Carafa Created * * 2017-08-03 Pino Carafa Added Client ID and Client Secret * * 2017-08-04 Pino Carafa Added Site ID * * 2017-08-24 Pino Carafa Added Domain and Proxy Settings KEYD-4750 and KEYD-4751 * * 2017-12-05 Pino Carafa No need to check for Personal Credentials for a Collab server * * 2019-11-06 Vinodhan Created KAAS_FileSharingHandlerConnections * * * *************************************************************************************************************/ BEGIN SELECT [FSS].[id] AS [ServerID], [FSS].[Name] AS [ServerName], [FSS].[Server] AS [Server], CONVERT(BIT, CASE WHEN [FSH].[id] IS NULL AND RTRIM(ISNULL([FSS].[CollabMatter], '')) = '' --2017-12-05 THEN 0 ELSE 1 END) AS [PersonalCredentials], [FSS].[TypeId] AS [ServerTypeID], [FSST].[TypeName] AS [ServerType], ISNULL([FSH].[UserId], [FSS].[AdminUserId]) AS [UserID], ISNULL([FSH].[Password], [FSS].[AdminPassword]) AS [Password], ISNULL([FSS].[CollabMatter], '') AS [CollabMatter], ISNULL([FSS].[CollabFolder], '') AS [CollabFolder], [FSS].[ClientID] AS [ClientID], [FSS].[ClientSecret] AS [ClientSecret], [FSS].[SiteID] AS [SiteID], [FSS].[Domain] AS [Domain], [FSS].[ProxyType] AS [ProxyType], [FSS].[ProxyServer] AS [ProxyServer], [FSS].[ProxyPort] AS [ProxyPort] FROM [dbo].[FileSharingServers] [FSS] INNER JOIN [dbo].[FileSharingServerTypes] [FSST] ON [FSST].[id] = [FSS].[TypeId] LEFT OUTER JOIN [dbo].[FileSharingHandlers] [FSH] ON [FSH].[FileSharingHandlerCode] = @HandlerCode AND [FSH].[FileSharingServersID] = [FSS].[id] WHERE [FSS].[Retired] = 0 AND ISNULL(@DocFolderID, 0) = ISNULL([FSS].[CollabDocFolderID], 0) ORDER BY [FSS].[Name] END GO IF OBJECT_ID(N'KAAS_FindKeyId',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_FindKeyId] GO CREATE PROCEDURE KAAS_FindKeyId ( @Result INT OUTPUT ) AS /****************************************************************************************************** Stored Procedure Name : KAAS_FindKeyId Copied From : ky_NETFindKeyId Description: To find the KeyId for case contact window, when the data is Stored temporary in the grid. 11 JUL 2019 Vinodhan K Created ******************************************************************************************************/ BEGIN SET NOCOUNT ON SELECT @Result = IDENT_CURRENT( 'CaseAssociatesContacts' ) SET @Result = @Result + 1 SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_FlagGetDetails', N'P') IS NOT NULL BEGIN DROP PROCEDURE [dbo].[KAAS_FlagGetDetails] END GO CREATE PROCEDURE [dbo].[KAAS_FlagGetDetails] ( @CalledFrom INT=0 ) AS /******************************************************************************************************* * This Procedure is used to Action Flag Details * * * * Stored Procedure Name : [dbo].[KAAS_FlagGetDetails] * * Copied from : [dbo].[Ky_NETFlagGetDetails] * * * * Modification History: * * 2019-04-22 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON IF (@CalledFrom =1) SELECT [ActionFlagID], RTRIM(ISNULL([Description],'')) as [Description], [IsActive] FROM [dbo].[ActionFlag] ORDER BY [ActionFlagID] ELSE SELECT [ActionFlagID], RTRIM(ISNULL([Description],'')) as [Description] FROM [dbo].[ActionFlag] WHERE [IsActive] = 1 ORDER BY [ActionFlagID] SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_FNConvertUTCDateToTargetTimeZone' AND SO.[type] = 'FN') BEGIN DROP FUNCTION [dbo].[KAAS_FNConvertUTCDateToTargetTimeZone] END GO DECLARE @Compatible BIT SET @Compatible = CASE WHEN ServerProperty('EngineEdition') = 5 THEN 1 WHEN @@VERSION LIKE '%2008%' THEN 0 WHEN @@VERSION LIKE '%2012%' THEN 0 WHEN @@VERSION LIKE '%2014%' THEN 0 ELSE 1 END IF @Compatible = 1 BEGIN EXEC ('CREATE FUNCTION [dbo].[KAAS_FNConvertUTCDateToTargetTimeZone] ( @Date DATETIME ) RETURNS DATETIME AS /******************************************************************************************************* * This function is used to convert local time to specified zone time. default is GMT * * * * Function : KAAS_FNGetDateForTimeZone * * * * Modification History : * * 2019-07-03 Rajesh P Created * *******************************************************************************************************/ BEGIN RETURN ( SELECT CONVERT(DATETIME,CONVERT(DATETIMEOFFSET, @Date) AT TIME ZONE (SELECT dbo.KAAS_FNGetHandlerTimeZone())) ) End') END ELSE BEGIN EXEC ('CREATE FUNCTION [dbo].[KAAS_FNConvertUTCDateToTargetTimeZone] ( @Date DATETIME ) RETURNS DATETIME AS /******************************************************************************************************* * This function is used to convert local time to specified zone time. default is GMT * * * * Function : KAAS_FNGetDateForTimeZone * * * * Modification History : * * 2019-07-03 Rajesh P Created * *******************************************************************************************************/ BEGIN RETURN ( SELECT @Date ) End') END GO IF OBJECT_ID('KAAS_FNGetHandlerTimeZone',N'FN') IS NOT NULL DROP FUNCTION KAAS_FNGetHandlerTimeZone GO CREATE FUNCTION [dbo].[KAAS_FNGetHandlerTimeZone]() RETURNS NVARCHAR(50) AS /******************************************************************************************************* * This function is used to get the handler time zone, for now its default to GMT standard Time * * * * Function : KAAS_FNGetDateForTimeZone * * * * Modification History : * * 2019-07-03 Rajesh P Created * *******************************************************************************************************/ BEGIN RETURN 'GMT Standard Time' End GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_FN_ConvertDateToClarion' AND SO.[type] = 'FN') BEGIN DROP FUNCTION [dbo].[KAAS_FN_ConvertDateToClarion] END GO CREATE FUNCTION [dbo].[KAAS_FN_ConvertDateToClarion] (@datetime DATETIME) RETURNS INT AS /***************************************************************************** Converts a date/time value to a Clarion number. Stored Procedure name : KAAS_FN_ConvertDateToClarion Copy From : ky_NETFNConvertDateToClarion 2019-07-30 Vinodhan K Created KAAS_FN_ConvertDateToClarion *****************************************************************************/ BEGIN DECLARE @notime DATETIME SET @notime = CONVERT(VARCHAR(8), @datetime, 112) RETURN DATEDIFF(dd, '18001228', @datetime) END GO /****** Object: StoredProcedure [dbo].[KAAS_GenerateCaseAssociateCode] Script Date: 21/01/2015 12:44:29 ******/ SET ANSI_NULLS ON GO SET QUOTED_IDENTIFIER ON GO IF OBJECT_ID(N'KAAS_GenerateCaseAssociateCode',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_GenerateCaseAssociateCode] GO CREATE PROCEDURE [dbo].[KAAS_GenerateCaseAssociateCode] (@code VARCHAR(100), @result VARCHAR(100) OUTPUT) AS /******************************************************************************************************* * This procedure is used to Generate Case Associate code. * * * * Stored Procedure Name : [dbo].[KAAS_GenerateCaseAssociateCode] * * Copied from : [dbo].[ky_NETGenerateCaseAssociateCode] * * * * Modification History : * * 2019-05-31 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON DECLARE @var VARCHAR(100) DECLARE @var1 VARCHAR(100) DECLARE @zero VARCHAR(100) DECLARE @len INT DECLARE @i INT DECLARE @k VARCHAR(100) SET @k='0' SET @i = 0 SET @zero = ''; IF(@code <> '') BEGIN SELECT @var = MAX(SUBSTRING(CODE,LEN(@code)+1,6-LEN(@code)))+1 FROM CaseAssociatesNames WHERE CODE LIKE @Code+'[0-9]%' END ELSE BEGIN SELECT @var = MAX(SUBSTRING(CODE,LEN(@code)+1,6-LEN(@code)))+1 FROM CaseAssociatesNames WHERE CODE NOT LIKE @Code+'%[^0-9]%' END --PRINT @var; IF @var <> '' BEGIN SET @var1 = (@code+@var); SET @len = LEN(@var1); --PRINT @var; --PRINT @len; WHILE @i < (6-@len) BEGIN SET @i = @i + 1 SET @zero = (@k+@zero); END SET @result = (@code+@zero+@var); END ELSE BEGIN --PRINT @code; SET @len = LEN(@code); --PRINT @code; WHILE @i < (5-@len) BEGIN SET @i = @i + 1 SET @zero = (@k+@zero); END SET @result = (@code+@zero+'1'); IF(@len = 6) BEGIN SET @result = @code; END --PRINT @result; END SET NOCOUNT OFF END GO IF OBJECT_ID(N'[KAAS_GetActionCode]',N'P')IS NOT NULL DROP PROCEDURE [KAAS_GetActionCode] GO CREATE PROCEDURE [KAAS_GetActionCode] ( @CSCODE VARCHAR(15) ) /******************************************************************************************************* * This procedure is used to get the Action code. * * * * Stored Procedure Name : [dbo].[KAAS_GetActionCode] * * Copied from : [dbo].[ky_NETGetActionCode] * * * * Modification History : * * 2019-04-11 Vinodhan K Created * *******************************************************************************************************/ AS BEGIN SET NOCOUNT ON SELECT RTRIM(CSWKTCODE) FROM CaseMaster WHERE RTRIM(CSCODE) = RTRIM(@CSCODE) SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_GetActionFlagIDs', N'P') IS NOT NULL BEGIN DROP PROCEDURE [dbo].[KAAS_GetActionFlagIDs] END GO CREATE PROCEDURE [dbo].[KAAS_GetActionFlagIDs] AS /******************************************************************************************************* * This Procedure is used to select Action Flag Details * * * * Stored Procedure Name : [dbo].[KAAS_GetActionFlagIDs] * * Copied from : [dbo].[Ky_NETGetActionFlagIDs] * * * * Modification History: * * 2019-04-22 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON SELECT ActionFlagID FROM ActionFlag WHERE IsActive =1 SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_GetAdestRate' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_GetAdestRate] END GO CREATE PROCEDURE [dbo].[KAAS_GetAdestRate] (@MatterCode VARCHAR(20), @ChargeCode VARCHAR(3)) AS /******************************************************************************************************* * This procedure is used to get default value from charging matrix for SAM4 * * * * Stored Procedure Name : [dbo].[KAAS_GetAdestRate] * * Copied from : [dbo].[ky_NETGetAdestRate] * * * * Modification History : * * 2019-05-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN DECLARE @ChargeArrangement VARCHAR(3) DECLARE @MatDebt DECIMAL(18, 2) DECLARE @MatRate DECIMAL(13, 2) SELECT @ChargeArrangement = RTRIM(ISNULL([MAT].[ChargeArrangement], ISNULL([CNT].[ChargeArrangement], ''))), @MatDebt = ISNULL([MAT].[OriginalDebt], 0) + ISNULL([MAT].[DebtInterest], 0) - ISNULL([MAT].[DebtCollected], 0) FROM [dbo].[matters] [MAT] LEFT OUTER JOIN [dbo].[Contacts] [CNT] ON [CNT].[Code] = [MAT].[ClientCode] WHERE [MAT].[Code] = @MatterCode SELECT @MatRate = CASE WHEN [CMX].[BAND1LIMIT] >= @MatDebt THEN [CMX].[BAND1RATE] WHEN [CMX].[BAND2LIMIT] >= @MatDebt THEN [CMX].[BAND2RATE] WHEN [CMX].[BAND3LIMIT] >= @MatDebt THEN [CMX].[BAND3RATE] WHEN [CMX].[BAND4LIMIT] >= @MatDebt THEN [CMX].[BAND4RATE] WHEN [CMX].[BAND5LIMIT] >= @MatDebt THEN [CMX].[BAND5RATE] WHEN [CMX].[BAND6LIMIT] >= @MatDebt THEN [CMX].[BAND6RATE] WHEN [CMX].[BAND7LIMIT] >= @MatDebt THEN [CMX].[BAND7RATE] ELSE [CMX].[BAND8RATE] END FROM [dbo].[ChargingMatrix] [CMX] WHERE [CMX].[ARRANGEMENTCODE] = @ChargeArrangement AND [CMX].[CHARGECODE] = @ChargeCode SELECT ISNULL(@MatRate, CONVERT(DECIMAL(13, 2), 0)) AS Rate END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_GetAllHandlersLookupList' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_GetAllHandlersLookupList] END GO CREATE PROCEDURE [dbo].[KAAS_GetAllHandlersLookupList] AS /************************************************************************************************************ * * Return all handlers in alphabetical order by name * * Stored Procedure Name : KAAS_GetAllHandlersLookupList * Copied From : ky_NETSPGetAllHandlersLookupList * * Modification History * 2015-09-17 PINO - Found that the Left Outer Join to FeeEarnerCodes had been * replaced with an inner join. Reverted back to a left outer join * However, the BRANCH and NOMINAL need to be retrieved from the fee * earner, so for those handlers who don't have an associated Fee Earner * record with the same code, try to link by the [MAILADDRESS] column * instead. * 2016-01-29 PINO - Added "IsPartner" * 2016-02-01 PINO - The Fee Earner row could be Retired while the Handler is active * 2017-08-06 Vinodhan Created KAAS_GetAllHandlersLookupList * ************************************************************************************************************/ BEGIN SELECT RTRIM(ISNULL(HAN.[CODE], '')) AS [CODE], RTRIM(ISNULL(HAN.[NAME], '')) AS [NAME], RTRIM(ISNULL(HAN.[TEAM], '')) AS [TEAM], RTRIM(ISNULL(HAN.[EXCHANGEALIAS], '')) AS [EXCHANGEALIAS], CASE WHEN RTRIM(ISNULL(HAN.[Retired], 'Y')) = 'Y' THEN 'Y' ELSE 'N' END AS [Retired], RTRIM(ISNULL(FEC.[BRANCH], ISNULL(FEC2.[BRANCH], ''))) AS [BRANCH], RTRIM(ISNULL(FEC.[NOMINAL], ISNULL(FEC2.[NOMINAL], ''))) AS [NOMINAL], RTRIM(ISNULL(HAN.[EMAIL], '')) AS [EMAIL], RTRIM(ISNULL(TEA.[NAME], '')) AS [TeamName], CASE WHEN ISNULL(FEC.[CODE], FEC2.[CODE]) IS NULL THEN CONVERT(BIT, 0) WHEN RTRIM(ISNULL(FEC.[Retired], ISNULL(FEC2.[Retired], 'Y'))) = 'Y' THEN CONVERT(BIT, 0) ELSE CONVERT(BIT, 1) END AS [IsFeeEarner], CASE WHEN RTRIM(ISNULL(HAN.[TYPE], '')) = 'P' THEN CONVERT(BIT, 1) ELSE CONVERT(BIT, 0) END AS [IsPartner] FROM [dbo].[Handlers] HAN LEFT OUTER JOIN [dbo].[FeeEarnerCodes] FEC ON FEC.[CODE] = HAN.[CODE] LEFT OUTER JOIN [dbo].[FeeEarnerCodes] FEC2 ON FEC2.[CODE] = HAN.[MAILADDRESS] LEFT OUTER JOIN [dbo].[Handlers] TEA ON TEA.[CODE] = HAN.[TEAM] WHERE RTRIM(ISNULL(HAN.[TEAMCODE], 'N')) <> 'Y' ORDER BY RTRIM(ISNULL(HAN.[NAME], '')) END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_GetAllSettings' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_GetAllSettings] END GO CREATE PROCEDURE [dbo].[KAAS_GetAllSettings] AS /******************************************************************************************************* * Get system configuration settings * * * * Stored Procedure Name : [dbo].[KAAS_GetAllSettings] * * Copied from : [dbo].[spGetSettings] * * * * Modification History : * * 2019-04-10 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON DECLARE @SETTINGS TABLE ([KeyName] VARCHAR(50), [KeyValue] VARCHAR(100)) DECLARE @NCOMMAND NVARCHAR(MAX) IF [dbo].[ISSAM4]() = 0 BEGIN SET @NCOMMAND = ' SELECT [SET].[KeyName], [SET].[KeyValue] FROM [dbo].[Settings] [SET]' END ELSE BEGIN SET @NCOMMAND = ' SELECT [SET].[KeyName], ISNULL(RTRIM(CONVERT(VARCHAR(100), [CTS].[strValue])), [SET].[Keyvalue]) AS [KeyValue] FROM [dbo].[Settings] [SET] LEFT OUTER JOIN [dbo].[CtrlStr] [CTS] ON [CTS].[Code] = [SET].[KeyName]' END INSERT INTO @SETTINGS ([KeyName], [KeyValue]) EXEC sp_executesql @NCOMMAND -- Default settings START IF [dbo].[ISSAM4]() = 0 BEGIN INSERT INTO @SETTINGS ([KeyName], [KeyValue]) SELECT DEF.[KeyName], DEF.[KeyValue] FROM (SELECT 'MaxClCode' AS [KeyName], '6' AS [KeyValue]) DEF LEFT OUTER JOIN [dbo].[Settings] [SET] ON [SET].[KeyName] = DEF.[KeyName] WHERE [SET].[SettingID] IS NULL END ELSE BEGIN INSERT INTO @SETTINGS ([KeyName], [KeyValue]) SELECT DEF.[KeyName], DEF.[KeyValue] FROM (SELECT 'MaxClCode' AS [KeyName], '8' AS [KeyValue]) DEF LEFT OUTER JOIN [dbo].[Settings] [SET] ON [SET].[KeyName] = DEF.[KeyName] WHERE [SET].[SettingID] IS NULL END IF [dbo].[ISSAM4]() = 0 BEGIN INSERT INTO @SETTINGS ([KeyName], [KeyValue]) SELECT DEF.[KeyName], DEF.[KeyValue] FROM (SELECT 'MaxMatNum' AS [KeyName], '4' AS [KeyValue]) DEF LEFT OUTER JOIN [dbo].[Settings] [SET] ON [SET].[KeyName] = DEF.[KeyName] WHERE [SET].[SettingID] IS NULL END ELSE BEGIN INSERT INTO @SETTINGS ([KeyName], [KeyValue]) SELECT DEF.[KeyName], DEF.[KeyValue] FROM (SELECT 'MaxMatNum' AS [KeyName], '8' AS [KeyValue]) DEF LEFT OUTER JOIN [dbo].[Settings] [SET] ON [SET].[KeyName] = DEF.[KeyName] WHERE [SET].[SettingID] IS NULL END SELECT [SET].[KeyName], [SET].[KeyValue] FROM @SETTINGS [SET] SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_GetAPIVersion',N'P')IS NOT NULL DROP PROCEDURE KAAS_GetAPIVersion GO CREATE PROCEDURE KAAS_GetAPIVersion AS /********************************************************** KAAS_GetAPIVersion This procedure is used to fetch the latest version of the script Modification History: --------------------- DATE NAME DESCRIPTION -------------------------------------------------------------- 2019AUG22 ARUN Created ***********************************************************/ BEGIN SELECT TOP 1 [Version] as DBVersion, [ReleaseDate] FROM [Common].[Release] ORDER BY ReleaseID DESC END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_GetAzureDATInfo' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_GetAzureDATInfo] END GO Create Procedure [dbo].[KAAS_GetAzureDATInfo] (@TrackReference INT, @Version INT) AS /******************************************************************************************************* * Gets the information Azure needs to retrieve a Diary Attachment * * * * Stored Procedure Name : [dbo].[KAAS_GetAzureDATInfo] * * Copied from : [dbo].[ky_NETSPGetAzureDATInfo] * * * * Modification History : * * 2019-04-11 Vinodhan K Created * *******************************************************************************************************/ BEGIN DECLARE @FilePath VARCHAR(500) DECLARE @Document VARCHAR(100) DECLARE @DotPos INT DECLARE @SlashPos INT DECLARE @FileExtension VARCHAR(10) DECLARE @MatterUniqueID INT DECLARE @IsCurrent BIT DECLARE @Type VARCHAR(10) SELECT @TrackReference = [DAT].[TrackReference], @Document = RTRIM(ISNULL([DAT].[DOCUMENT], '')), @FilePath = REVERSE(RTRIM(ISNULL([DAV].[Filepath], ISNULL([DAT].[FILEPATH], '')))), @MatterUniqueID = [MAT].[uniqueid], @Version = CASE WHEN [DAV].[Version] IS NULL THEN [CV].[CurrentVersion] ELSE [DAV].[Version] END, @IsCurrent = CASE WHEN [DAV].[Version] IS NULL THEN 1 ELSE 0 END, @Type = [DAT].[TYPE] FROM [dbo].[DiaryAttachments] [DAT] INNER JOIN [dbo].[diary] [DIA] INNER JOIN [dbo].[matters] [MAT] ON [MAT].[Code] = [DIA].[CASECODE] ON [DIA].[ACTIONID] = [DAT].[DiaryID] LEFT OUTER JOIN [dbo].[DiaryAttachmentVersioning] [DAV] ON [DAV].[TrackReference] = [DAT].[TrackReference] AND [DAV].[Version] = @Version CROSS APPLY (SELECT ISNULL(MAX([DAV2].[Version]), 0) + 1 AS [CurrentVersion] FROM [dbo].[DiaryAttachmentVersioning] [DAV2] WHERE [DAV2].[TrackReference] = [DAT].[TrackReference]) [CV] WHERE [DAT].[TrackReference] = @TrackReference SET @DotPos = CHARINDEX('.', @FilePath) SET @SlashPos = CHARINDEX('\', @FilePath) IF @DotPos < 1 BEGIN SET @FileExtension = '' END ELSE IF @DotPos < @SlashPos BEGIN SET @FileExtension = REVERSE(SUBSTRING(@FilePath, 1, @DotPos)) END ELSE BEGIN SET @FileExtension = '' END IF @Document = '' BEGIN IF @SlashPos > 0 BEGIN SET @Document = REVERSE(SUBSTRING(@FilePath, 1, @SlashPos - 1)) SET @Document = SUBSTRING(@Document, 1, LEN(@Document) - LEN(@FileExtension)) IF @Document LIKE '%_' + CONVERT(VARCHAR(10), @TrackReference) BEGIN SET @Document = SUBSTRING(@Document, 1, LEN(@Document) - LEN('_' + CONVERT(VARCHAR(10), @TrackReference))) END END ELSE BEGIN SET @Document = 'File' END END SET @FilePath = REVERSE(@FilePath) IF LEN(@FilePath) > 1 BEGIN IF SUBSTRING(@FilePath, 2, 1) = ':' BEGIN SELECT @FilePath = ISNULL((SELECT [UNC].[UNC] FROM [dbo].[UNCAlias] [UNC] WHERE [UNC].[Drive] = SUBSTRING(@FilePath, 1, 1)), SUBSTRING(@FilePath, 1, 1)) + SUBSTRING(@FilePath, 3, LEN(@FilePath) - 2) END END SELECT @TrackReference AS [TrackReference], @Document AS [Document], @FileExtension AS [FileExtension], @MatterUniqueID AS [MatterUniqueID], @FilePath AS [FilePath], @Version AS [RetrievedVersion], @IsCurrent AS [IsCurrent], @Type AS [Type] END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_GetCaseAction' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_GetCaseAction] END GO CREATE PROCEDURE [dbo].[KAAS_GetCaseAction] (@ActionID INT) /******************************************************************************************************* * This procedure is used to check the condition for case code enable or disabled * * * * Stored Procedure Name : [dbo].[KAAS_GetCaseAction] * * Copied from : [dbo].[Ky_NETGetCaseAction] * * * * Modification History : * * 2019-04-11 Vinodhan K Created * *******************************************************************************************************/ AS BEGIN SET NOCOUNT ON IF EXISTS (SELECT TOP 1 1 FROM [dbo].[diary] DIA WHERE DIA.[ACTIONID] = @ActionID AND DIA.[STATUS] = 0) BEGIN DECLARE @COMMAND VARCHAR(MAX) IF [dbo].[ISSAM4]() = 0 BEGIN SET @COMMAND = ' IF NOT EXISTS (SELECT TOP 1 1 FROM [dbo].[BillHeader] BH WHERE BH.[ACTIONID] = ' + CONVERT(VARCHAR(10), @ActionID) + ') BEGIN SELECT ''True'' END ELSE BEGIN SELECT ''False'' END' END ELSE BEGIN SET @COMMAND = 'SELECT ''True''' END EXEC (@COMMAND) END ELSE BEGIN SELECT 'False' END SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_GetCaseActionsForCaseType', N'P') IS NOT NULL BEGIN DROP PROCEDURE [dbo].[KAAS_GetCaseActionsForCaseType] END GO CREATE PROCEDURE [dbo].[KAAS_GetCaseActionsForCaseType] (@CaseType VARCHAR(4)) /******************************************************************************************************* * This Procedure has been checked for SQL statement general standards/optimization * * * * Stored Procedure Name : [dbo].[KAAS_GetCaseActionsForCaseType] * * Copied from : [dbo].[spGetCaseActionsForCaseType] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ AS BEGIN SELECT RTRIM(A.WORKTYPE) AS WorkType, RTRIM(A.ACTIONCODE) AS ActionCode, CONVERT(INT, A.SEQ) AS Seq, RTRIM(B.[DESC]) AS [Desc], RTRIM(B.WKTCODE) AS WKTCode, RTRIM(B.ACTTYPE) AS ActType, RTRIM(B.[STATUS]) AS [Status], RTRIM(B.PROCESSTYPE) AS ProcessType, RTRIM(B.MILESTONETYPE) AS MileStoneType, RTRIM(ISNULL(B.[Arrangement],'')) AS [Arrangement] FROM ActionWorkTypes A LEFT OUTER JOIN TemplateActions B ON A.ACTIONCODE= B.ACTIONCODE WHERE UPPER(A.WORKTYPE)= UPPER(@CaseType) ORDER BY WORKTYPE,SEQ END GO IF OBJECT_ID(N'KAAS_GetCaseAssociateContacts', N'P') IS NOT NULL BEGIN DROP PROCEDURE [dbo].[KAAS_GetCaseAssociateContacts] END GO CREATE PROCEDURE [dbo].[KAAS_GetCaseAssociateContacts] ( @NameCode VARCHAR(20) ) AS /******************************************************************************************************* * This sp is used to Fetch Data for Case Associate Contacts WebApi * * * * Stored Procedure Name : [dbo].[KAAS_GetCaseAssociateContacts] * * Copied from : [dbo].[ky_NETFetchCaseAssociateEditLoadData] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN DECLARE @AssCont VARCHAR(100) SET NOCOUNT ON SELECT RTRIM(ISNULL(CAC.[NAMECODE], '')) AS [NameCode], RTRIM(ISNULL(CAST(CAC.[KEYID] AS VARCHAR(20)), '')) AS [KeyId], RTRIM(ISNULL(CAC.[NAME], '')) AS [Name], RTRIM(ISNULL(CAC.[SALUTATION], '')) AS [Salutation], RTRIM(ISNULL(CAC.[JOBTITLE], '')) AS [JobTitle], RTRIM(ISNULL(CAC.[ADDRESS], '')) AS [Address], RTRIM(ISNULL(CAC.[PHONE], '')) AS [Phone], RTRIM(ISNULL(CAC.[FAX], '')) AS [Fax], RTRIM(ISNULL(CAC.[MOBILE], '')) AS [Mobile], RTRIM(ISNULL(CAC.[EMAIL], '')) AS [Email], RTRIM(ISNULL(CAC.[RELATIONSHIP], '')) AS [Relationship], RTRIM(ISNULL(CAC.[NOTES], '')) AS [Notes] FROM [dbo].[CaseAssociatesContacts] CAC WHERE CAC.[NAMECODE] = @NameCode SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_GetCaseAssociates', N'P') IS NOT NULL BEGIN DROP PROCEDURE [dbo].[KAAS_GetCaseAssociates] END GO CREATE PROCEDURE [dbo].[KAAS_GetCaseAssociates] ( @CaseCode VARCHAR(20), @Retired VARCHAR(1) = 'N', @EmailSearch NVARCHAR(500) = NULL ) AS /******************************************************************************************************* * This procedure is used to return Case Associate from WebApi * * * * Stored Procedure Name : [dbo].[KAAS_GetCaseAssociates] * * Copied from : [dbo].[ky_NETCaseAssociateLoadMainGrid] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * * 2019-07-12 Ramesh K Modified to implement the email search for OWA * *******************************************************************************************************/ BEGIN SET NOCOUNT ON SET @EmailSearch = LTRIM(RTRIM(@EmailSearch)); IF @EmailSearch = '' BEGIN SET @EmailSearch = NULL; END SELECT CCN.[CASECODE] AS [CaseCode], RTRIM(CCN.[CONTYPE]) AS [ConType], CCN.[CONNUM] AS [ConNum], CCN.[NAMECODE] AS [CaseContactsNameCode], CCN.[SOLCODE] AS [CaseContactsSolCode], CCN.[SOLREF] AS [CaseContactsSolRef], CCN.[INSCODE] AS [CaseContactsInsCode], CCN.[ASSIGNEDCONTACT] AS [AssignedContact], CCN.[CONNUM] AS [CaseContactsSeq], CASE WHEN (RTRIM(ISNULL(CCN.[ForCopy],'0')) = '1' OR RTRIM(ISNULL(CCN.[ForCopy],'0')) = 'Y' ) THEN 'True' ELSE 'False' END AS [CaseContactsForCopy], ISNULL(CCN.[IsAssociateOtherSide],'False') AS [CaseContactsIsAssociateOtherSide], ISNULL(CCN.Retired,'N') AS [CaseContactsRetired], CAC.[NAMECODE] AS [CaseAssociatesContactsNameCode], CAC.[KEYID] AS [CaseAssociatesContactsKeyId], CAC.[NAME] AS [CaseAssociatesContactsName], CAC.[PHONE] AS [CaseAssociatesContactsPhone], CAC.[EMAIL] AS [CaseAssociatesContactsEmail1], CAC.[NAME] AS [AssignedContactName], CAC.[PHONE] AS [AssignedContactPhone], AST.[CODE] AS [AssociateTypeCode], AST.[DESCRIPTION] AS [AssociateTypeDescription], CAN.[CODE] AS [CaseAssociateCode], CAN.[TYPE] AS [CaseAssociateType], CAN.[NAME] AS [CaseAssociateName], CAN.[COMPANY] AS [CaseAssociateCompany], CAN.[ADDRESS] AS [CaseAssociateAddress], CAN.[PHONENO] AS [CaseAssociatePhoneNo], CAN.[MOBILENO] AS [CaseAssociateMonileNo], CAN.[EMAIL] AS [CaseAssociateEmail], CAN.[SEARCH] AS [CaseAssociateSearch], CAN.[CONTACTNO] AS [CaseAssociateContactNo], CAN.[SALUTATION], CASE WHEN RTRIM(ISNULL(CAN.[COMPANY],'')) <> '' THEN RTRIM(CAN.[Name]) + ' ('+ RTRIM(CAN.[COMPANY]) +')' ELSE RTRIM(CAN.[Name]) END AS [CaseAssociateNameNCompany] FROM [dbo].[CaseContacts] CCN LEFT OUTER JOIN [dbo].[CaseAssociatesContacts] CAC ON CAC.[KEYID] = CCN.[ASSIGNEDCONTACT] LEFT OUTER JOIN [dbo].[AssociateTypes] AST ON AST.[CODE] = CCN.[CONTYPE] LEFT OUTER JOIN [dbo].[CaseAssociatesNames] CAN ON CAN.[CODE] = CCN.[NAMECODE] WHERE UPPER(CCN.[CASECODE]) = UPPER(@CaseCode) AND LEN(ISNULL(CCN.[NAMECODE],'')) >0 AND CCN.[NAMECODE] <> 'N/A' AND LEN(ISNULL(CAN.[NAME],''))>0 AND CAN.[NAME] <> 'N/A' AND (@RETIRED = 'Y' OR ISNULL(CCN.Retired, 'N') <> 'Y') AND ( @EmailSearch IS NULL OR CAN.[EMAIL] LIKE '%' + @EmailSearch + '%' ) ORDER BY CCN.[CASECODE], CCN.[CONTYPE], CCN.[CONNUM] SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_GetCaseFolders' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_GetCaseFolders] END GO CREATE PROCEDURE [dbo].[KAAS_GetCaseFolders] (@matter VARCHAR(20), @documentnamingmethod VARCHAR(1)) AS BEGIN /******************************************************************************************************* * Returns the default location for any documents stored against a case/matter * * * * Stored Procedure Name : [dbo].[KAAS_GetCaseFolders] * * Copied from : [dbo].[ky_NETGetCaseFolders] * * * * Modification History : * * 2019-04-11 Vinodhan K Created * *******************************************************************************************************/ DECLARE @continue INT DECLARE @strDefaultFolder VARCHAR(255) DECLARE @error VARCHAR(1000) DECLARE @strFileName VARCHAR(255) DECLARE @strClientCode VARCHAR(20) DECLARE @strMatterNumber VARCHAR(20) DECLARE @storagemethod VARCHAR(1) DECLARE @docFolder VARCHAR(255) SET @continue = 0 SELECT @storagemethod = SCF.[StorageMethod] FROM [dbo].[SystemConfig] SCF SET @storagemethod = ISNULL(@storagemethod, 'C') SELECT @strClientCode = MAT.[ClientCode], @strMatterNumber = MAT.[Matter] FROM [dbo].[matters] MAT WHERE MAT.[Code] = @matter IF (@continue = 0) BEGIN BEGIN TRY SELECT @strDefaultFolder = (SELECT RTRIM(ISNULL(SC.[SCWPFOLDER], '')) FROM [dbo].[SystemConfig] SC) SET @strDefaultFolder = ISNULL(@strDefaultFolder, '') IF (@strDefaultFolder = '') BEGIN SET @continue = 4 SET @error = 'SCWPFOLDER not SET in System Config' END END TRY BEGIN CATCH SET @continue = 5 SET @error = 'Error retrieving SCWPFOLDER: ' + Error_Message() END CATCH END IF (@continue = 0) BEGIN BEGIN TRY SELECT @strFileName = RTRIM(ISNULL(CLT.[DCOUMENTFOLDER], '')) FROM [dbo].[client] CLT WHERE CLT.[CLCODE] = @strClientCode SET @strFileName = RTRIM(ISNULL(@strFileName, '')) IF (@strFileName = '') BEGIN SET @strFileName = @strDefaultFolder + '\' + @strClientCode UPDATE CLT SET CLT.[DCOUMENTFOLDER] = @strFileName FROM [dbo].[client] CLT WHERE CLT.[CLCODE] = @strClientCode END END TRY BEGIN CATCH SET @continue = 1 SET @error = 'Failed to establish Client Document Folder' END CATCH END IF (@storagemethod = 'D') BEGIN SET @docFolder = @strDefaultFolder + '\' + SUBSTRING(CONVERT(VARCHAR(5), 10000 + YEAR(GETDATE())), 2, 4) + SUBSTRING(CONVERT(VARCHAR(3), 100 + MONTH(GETDATE())), 2, 4) END IF (@storagemethod = 'C') BEGIN SET @docFolder = @strFileName + '\' + @strMatterNumber END SET @docFolder = ISNULL(@docFolder, '') SELECT RSL.[Continue], RSL.[Error], @strDefaultFolder AS [SCWPFolder], CASE WHEN UNCS.[Drive] IS NULL THEN @strDefaultFolder ELSE UNCS.[UNC] + SUBSTRING(@strDefaultFolder, 3, LEN(@strDefaultFolder) - 2) END AS [UNCSCWPFolder], RSL.[ClientFolder], CASE WHEN UNC.[Drive] IS NULL THEN RSL.[ClientFolder] ELSE UNC.[UNC] + SUBSTRING(RSL.[ClientFolder], 3, LEN(RSL.[ClientFolder]) - 2) END AS [UNCClientFolder], @docFolder As [DocumentFolder], CASE WHEN UNCD.[Drive] IS NULL THEN @docFolder ELSE UNCD.[UNC] + SUBSTRING(@docFolder, 3, LEN(@docFolder) - 2) END AS [UNCDocumentFolder], @storagemethod AS [StorageMethod], @documentnamingmethod AS [DocumentNamingMethod] FROM (SELECT @continue AS [Continue], RTRIM(ISNULL(@strFileName, '')) AS [ClientFolder], RTRIM(ISNULL(@error, '')) AS [Error]) RSL LEFT OUTER JOIN [dbo].[UNCAlias] UNC ON UNC.[Drive] = CASE WHEN SUBSTRING(RSL.[ClientFolder], 2, 1) = ':' THEN LEFT(RSL.[ClientFolder], 1) ELSE '' END LEFT OUTER JOIN [dbo].[UNCAlias] UNCS ON UNCS.[Drive] = CASE WHEN SUBSTRING(@strDefaultFolder, 2, 1) = ':' THEN LEFT(@strDefaultFolder, 1) ELSE '' END LEFT OUTER JOIN [dbo].[UNCAlias] UNCD ON UNCD.[Drive] = CASE WHEN SUBSTRING(@docFolder, 2, 1) = ':' THEN LEFT(@docFolder, 1) ELSE '' END END GO IF OBJECT_ID(N'KAAS_GetCaseTypeLookupList',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_GetCaseTypeLookupList] GO CREATE PROCEDURE [dbo].[KAAS_GetCaseTypeLookupList] (@Retired VARCHAR(1) = 'N', @CasePlan VARCHAR(20) = '') /******************************************************************************************************* * To fetch case plan * * * * Stored Procedure Name : [dbo].[KAAS_GetCaseTypeLookupList] * * Copied from : [dbo].[spGetCaseTypeLookupList] * * * * Modification History : * * 2019-04-24 Vinodhan K Created * *******************************************************************************************************/ AS BEGIN SELECT RTRIM(WKCODE) AS Code, RTRIM(WKDESC) AS [Description], RTRIM(WKPATH) AS CTPath FROM Templates WHERE ISNULL(Retired,'N') in (@Retired, 'N' ) OR WKCODE=@CasePlan ORDER BY WKCODE END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_GetCaseUDFsForSearch' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_GetCaseUDFsForSearch] END GO CREATE PROCEDURE [dbo].[KAAS_GetCaseUDFsForSearch] (@matter VARCHAR(20)) AS /******************************************************************************************************* * Lists the Case UDF Fields at the bottom of the Matter selection pages * * * * Stored Procedure Name : [dbo].[KAAS_GetCaseUDFsForSearch] * * Copied from : [dbo].[ky_NETSPGetCaseUDFsForSearch] * * * * Modification History : * * 2019-05-08 Vinodhan K Created * *******************************************************************************************************/ BEGIN 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 CONVERT(VARCHAR(20), ISNULL(CUF.[NumberValue], 0)) END --2017-03-24 WHEN ISNULL(SUF.[Type], '') <> 'Date' THEN RTRIM(ISNULL(LUP.[Description], RTRIM(ISNULL(CONVERT(VARCHAR(MAX), CUF.[TEXT1]), '')))) WHEN NOT CONVERT(VARCHAR(20),ISNULL(CUF.[NumberValue],0)) = '0.00' THEN CONVERT(VARCHAR, DATEADD(dd, ISNULL(CUF.[NumberValue], 0), '18001228'), 106) ELSE RTRIM(ISNULL(CONVERT(VARCHAR(MAX), CUF.[TEXT1]), '')) END AS [Value], RTRIM(ISNULL(CONVERT(VARCHAR(MAX), CUF.[TEXT1]), '')) AS [Text] 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] = @matter AND SUF.[COMMON] = 1 ORDER BY CUF.[SEQNO] END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_GetCaseWorkType' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_GetCaseWorkType] END GO CREATE PROCEDURE [dbo].[KAAS_GetCaseWorkType] (@MatterCode VARCHAR(20)) AS /******************************************************************************************************* * Gets the Work Type to default to in the Case Diary for this matter * * - will get CSWKTCODE if this refers to an existing Work Type * * - if that fails it will get the GEN code if it exists and it isn't retired * * - finally, as a last resort, if both the above fail it will get the first available non-retired one * * * * Stored Procedure Name : [dbo].[KAAS_GetCaseWorkType] * * Copied from : [dbo].[ky_NETSPGetCaseWorkType] * * * * Modification History : * * 2019-04-12 Vinodhan K Created * *******************************************************************************************************/ BEGIN DECLARE @WKCODE VARCHAR(4) DECLARE @Retired CHAR(1) SELECT @WKCODE = RTRIM(ISNULL([TMP].[WKCODE], '')), @Retired = CASE WHEN ISNULL([TMP].[Retired], 'N') = 'Y' THEN 'Y' ELSE 'N' END FROM [dbo].[CaseMaster] [CSM] INNER JOIN [dbo].[Templates] [TMP] ON [TMP].[WKCODE] = [CSM].[CSWKTCODE] WHERE [CSM].[CSCODE] = @MatterCode IF NOT @WKCODE IS NULL BEGIN SELECT @WKCODE AS [CsWktCode], @Retired AS [Retired] RETURN END SELECT @WKCODE = RTRIM(ISNULL([TMP].[WKCODE], '')), @Retired = CASE WHEN ISNULL([TMP].[Retired], 'N') = 'Y' THEN 'Y' ELSE 'N' END FROM [dbo].[Templates] [TMP] WHERE [TMP].[WKCODE] = 'GEN' AND ISNULL([TMP].[Retired], 'N') <> 'Y' IF NOT @WKCODE IS NULL BEGIN SELECT @WKCODE AS [CsWktCode], @Retired AS [Retired] RETURN END SELECT TOP 1 @WKCODE = RTRIM(ISNULL([TMP].[WKCODE], '')), @Retired = CASE WHEN ISNULL([TMP].[Retired], 'N') = 'Y' THEN 'Y' ELSE 'N' END FROM [dbo].[Templates] [TMP] WHERE [TMP].[WKCODE] = 'GEN' AND ISNULL([TMP].[Retired], 'N') <> 'Y' ORDER BY [TMP].[WKCODE] IF NOT @WKCODE IS NULL BEGIN SELECT @WKCODE AS [CsWktCode], @Retired AS [Retired] RETURN END SELECT CONVERT(VARCHAR(4), '') AS [CsWktCode], CONVERT(CHAR(1), 'Y') AS [Retired] END GO IF OBJECT_ID(N'KAAS_GETChargeRate',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_GETChargeRate] GO CREATE PROCEDURE [dbo].[KAAS_GETChargeRate] (@HandlerCode VARCHAR(10), @Matter VARCHAR(20), @TaskCode VARCHAR(6) = '') AS /******************************************************************************************************* * Get rate for posting time based on Handler, Matter and Task Code. * * * * Stored Procedure Name : [dbo].[KAAS_GETChargeRate] * * Copied from : NA * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN DECLARE @TimeorCharge VARCHAR(1) SET @TimeorCharge = ( SELECT TOP 1 TimeOrCharge FROM TimeDayBook WHERE Matter = @Matter or FeeEarn = @HandlerCode ORDER BY 1 DESC ) SELECT CASE WHEN ISNULL(MAT.[ChargeOutRateInd], 'N') = 'Y' THEN CASE WHEN MHCG.[Rate] IS NULL THEN ISNULL(MCR.[Rate], 0) WHEN MHCG.[Rate] IS NOT NULL AND MCR.[Rate] IS NOT NULL THEN ISNULL(MCR.[Rate], 0) ELSE MHCG.[Rate] END WHEN ISNULL(CON.[ChargeOutRateInd], 'N') = 'Y' THEN CASE WHEN CHCG.[Rate] IS NULL THEN ISNULL(CCR.[Rate], 0) WHEN CHCG.[Rate] IS NOT NULL AND CCR.[Rate] IS NOT NULL THEN ISNULL(CCR.[Rate], 0) ELSE CHCG.[Rate] END ELSE ISNULL(FEP.[ChargeFct], 1.00) * (CASE WHEN FER.[RATE] = 0 THEN ISNULL(H.[RATE], 0) ELSE FER.[RATE] END) END AS [Rate], ISNULL(@TimeorCharge,'T') AS [TimeorCharge] FROM [dbo].[Matters] MAT INNER JOIN [dbo].[Contacts] CON ON CON.[Code] = MAT.[ClientCode] OUTER APPLY (SELECT MCOR.[Rate] FROM [dbo].[Handlers] HS INNER JOIN [dbo].[HandlerChargeGroups] HCG ON HS.[ChargeGroup] = HCG.[Code] INNER JOIN [dbo].[MatterChargeOutRates] MCOR ON MCOR.[FeCode] = HCG.[Code] AND MCOR.[MatterCode] = @Matter WHERE HS.[CODE] = @HandlerCode) MHCG OUTER APPLY (SELECT MCOR.[Rate] FROM [dbo].[Handlers] HS INNER JOIN [dbo].[HandlerChargeGroups] HCG ON HS.[ChargeGroup] = HCG.[Code] INNER JOIN [dbo].[ClientChargeOutRates] MCOR ON MCOR.[FeCode] = HCG.[Code] AND MCOR.[ClientCode] = MAT.[ClientCode] WHERE HS.[CODE] = @HandlerCode) CHCG OUTER APPLY (SELECT MCOR.[Rate] FROM [dbo].[MatterChargeOutRates] MCOR WHERE MCOR.[FeCode] = @HandlerCode AND MCOR.[MatterCode] = @Matter) MCR OUTER APPLY (SELECT CCOR.[Rate] FROM [dbo].[ClientChargeOutRates] CCOR WHERE CCOR.[FeCode] = @HandlerCode AND CCOR.[ClientCode] = MAT.[CLIENTCODE]) CCR CROSS APPLY (SELECT CASE ISNULL(MAT.[ChargeLevel], 3) WHEN 1 THEN ISNULL(HDL.[RATE1], 0) WHEN 2 THEN ISNULL(HDL.[RATE2], 0) WHEN 3 THEN ISNULL(HDL.[RATE3], 0) WHEN 4 THEN ISNULL(HDL.[RATE4], 0) WHEN 5 THEN ISNULL(HDL.[RATE5], 0) ELSE ISNULL(HDL.[RATE], 0) END AS [RATE] FROM [dbo].[Handlers] HDL WHERE HDL.[CODE] = @HandlerCode) FER OUTER APPLY (SELECT CASE ISNULL(TAC.[ChargeLevel], 'C') WHEN 'A' THEN 0.33 WHEN 'B' THEN 0.67 WHEN 'C' THEN 1.00 WHEN 'D' THEN 1.33 WHEN 'E' THEN 1.67 ELSE 1.00 END AS [ChargeFct] FROM [dbo].[TasksCodes] TAC WHERE TAC.[CODE] = @TaskCode) FEP LEFT OUTER JOIN [dbo].[Handlers] H ON H.[CODE] = @HandlerCode WHERE MAT.[Code] = @Matter END GO IF OBJECT_ID(N'KAAS_GetChequeColumns', N'P') IS NOT NULL BEGIN DROP PROCEDURE [dbo].[KAAS_GetChequeColumns] END GO CREATE PROCEDURE [dbo].[KAAS_GetChequeColumns] AS /******************************************************************* * * Gets the sizes of the columns in Cheque related tables * * Stored Procedure Name : KAAS_GetChequeColumns * Copied From : ky_NETSPGetChequeColumns * * Modify History: * ????-??-?? ??? Created * 2019-08-06 John Ginnane Added to SVN * 2019-08-06 Vinodhan Created KAAS_GetChequeColumns *******************************************************************/ BEGIN DECLARE @ChequeTables VARCHAR(MAX) SET @ChequeTables = '**ChequeRequisitionHeader**ChequeRequisitionDetail**ChequeRequisitions**' SELECT DISTINCT LOWER(SC.[name]) AS [ColumnName], ST.[name] As [TypeName], [dbo].[KAAS_FN_GetColumnSize](SO.[object_id], SC.[column_id]) AS [MaxLength] FROM [sys].[objects] SO INNER JOIN [sys].[columns] SC INNER JOIN [sys].[types] ST ON ST.[system_type_id] = SC.[system_type_id] ON SC.[object_id] = SO.[object_id] WHERE PATINDEX('%**' + SO.[name] + '**%', @ChequeTables) > 0 AND SO.[type] = 'U' END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_GetClientContact' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_GetClientContact] END GO CREATE PROCEDURE [dbo].[KAAS_GetClientContact] (@CLCODE VARCHAR(8), @CLNUMCONTACT INT) AS /******************************************************************************************************* * Gets the details for a Client Contact. * * * * * * Stored Procedure Name : [dbo].[KAAS_GetClientContact] * * Copied from : [dbo].[ky_NETSPGetClientContact] * * * * Modification History : * * 2019-04-13 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT RTRIM([CC].[CLCODE]) AS [CLCODE], [CC].[CLNUMCONTACT] AS [CLNUMCONTACT], RTRIM(ISNULL([CC].[CLTITLE], '')) AS [CLTITLE], RTRIM(ISNULL([CC].[CLINITS], '')) AS [CLINITS], RTRIM(ISNULL([CC].[CLNAMECON], '')) AS [CLNAMECON], RTRIM(ISNULL([CC].[CLSALUTE], '')) AS [CLSALUTE], RTRIM(ISNULL([CC].[CLSSNUMBER], '')) AS [CLSSNUMBER], RTRIM(ISNULL([CC].[FIRSTNAME], '')) AS [FIRSTNAME], RTRIM(ISNULL([CC].[SURNAME], '')) AS [SURNAME], RTRIM(ISNULL([CC].[Address], '')) AS [Address], RTRIM(ISNULL([CC].[HomePhone], '')) AS [HomePhone], RTRIM(ISNULL([CC].[WorkPhone], '')) AS [WorkPhone], RTRIM(ISNULL([CC].[Mobile], '')) AS [Mobile], RTRIM(ISNULL([CC].[EmailAddress], '')) AS [EmailAddress], RTRIM(ISNULL([CC].[PPSNo], '')) AS [PPSNo], RTRIM(ISNULL([CC].[BankSortCode], '')) AS [BankSortCode], CONVERT(NVARCHAR(11),RTRIM([CC].[Dob]),121) AS [Dob], CONVERT(NVARCHAR(11),RTRIM([CC].[MarrigeDate]),121) AS [MarrigeDate], CONVERT(NVARCHAR(11),RTRIM([CC].[DateofDeath]),121) AS [DateofDeath], RTRIM(ISNULL([CC].[Occupation], '')) AS [Occupation], RTRIM(ISNULL([CC].[Marketing], '')) AS [Marketing], RTRIM(ISNULL([CC].[MartialStatus], '')) AS [MartialStatus], RTRIM(ISNULL([CC].[County], '')) AS [County], RTRIM(ISNULL([CC].[PostalCode], '')) AS [PostalCode], RTRIM(ISNULL([CC].[FaxNumber], '')) AS [FaxNumber], RTRIM(ISNULL([CC].[BankName], '')) AS [BankName], RTRIM(ISNULL([CC].[BankAddress], '')) AS [BankAddress], RTRIM(ISNULL([CC].[BankSortCode], '')) AS [BankSortCode], RTRIM(ISNULL([CC].[BankAccNo], '')) AS [BankAccNo], RTRIM(ISNULL([CC].[IBAN], '')) AS [IBAN], RTRIM(ISNULL([CC].[BIC], '')) AS [BIC], RTRIM(ISNULL([CC].[EFTEmailAddress], '')) AS [EFTEmailAddress], RTRIM(ISNULL([CC].[BankType], '')) AS [BankType], [CC].[id] AS [id], RTRIM(ISNULL([CC].[DXREF], '')) AS [DXREF] FROM [dbo].[ClientContacts] [CC] WHERE [CC].[CLCODE] = @CLCODE AND [CC].[CLNUMCONTACT] = @CLNUMCONTACT END GO IF OBJECT_ID(N'KAAS_GetClientContacts', N'P') IS NOT NULL BEGIN DROP PROCEDURE [dbo].[KAAS_GetClientContacts] END GO CREATE PROCEDURE [dbo].[KAAS_GetClientContacts] ( @CLIENTCODE VARCHAR(20)) AS /******************************************************************************************************* * This procedure returns the specified client's contacts * * * * Stored Procedure Name : [dbo].[KAAS_GetClientContacts] * * Copied from : [dbo].[ky_NETGetClientContacts] * * * * Modification History : * * 2019-04-22 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON SELECT [CC].[CLINITS] AS [Initials], [CC].[CLNAMECON] AS [FullName], [CC].[HomePhone] AS [HomePhone], [CC].[WorkPhone] AS [WorkPhone], [CC].[Mobile] AS [Mobile], [CC].[FIRSTNAME] AS [FirstName], [CC].[SURNAME] AS [Surname], [CC].[CLSALUTE] AS [Salutation], [CC].[PPSNo] AS [PPSNumber], [CC].[CLTITLE] AS [Title], [CC].[Address], [CC].[EmailAddress], CONVERT(VARCHAR(11), [CC].[DOB], 106) AS [DOB], CONVERT(VARCHAR(11), [CC].[MarrigeDate], 106) AS [MarriageDate], [CC].[Occupation], [CC].[DateofDeath], [MC].[CDEDESC] AS [MartialStatus], [CC].[MartialStatus] AS [MStatus], [CC].[FaxNumber], [CC].[PostalCode], [CC].[County], [CC].[CLNUMCONTACT], [CC].[DXREF] FROM [dbo].[ClientContacts] [CC] LEFT OUTER JOIN [dbo].[MiscCodes] [MC] ON [MC].[CDECODE] = [CC].[MartialStatus] AND [MC].[CDETYPE] = 'MRS' WHERE [CC].[CLCODE] = @CLIENTCODE SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_GetContactPrivilegeGroups' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_GetContactPrivilegeGroups] END GO CREATE PROCEDURE [KAAS_GetContactPrivilegeGroups] (@ContactCode VARCHAR(20)) AS /******************************************************************************************************* * Lists the privilege groups in the system, AND whether the matter passed in * * through @matter is part of these groups. * * * * Stored Procedure Name : [dbo].[KAAS_GetContactPrivilegeGroups] * * Copied from : [dbo].[ky_NETGetContactPrivilegeGroups] * * * * Modification History : * * 2019-04-22 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT CONVERT(VARCHAR(20), RTRIM(ISNULL(MAT.[Code], ''))) AS [MATTER], SNG.[GroupID], SNG.[BitWiseID], SNG.[GroupName], CASE WHEN MNP.[ContactCode] IS NULL THEN 'NOT SET' WHEN MNP.[Previleges] & SNG.[BitWiseID] <> 0 THEN 'YES' ELSE 'NO' END AS [IsInGroup], ApplyToNewMatters FROM [Contacts] MAT CROSS APPLY [SecurityNetGroups] SNG LEFT OUTER JOIN [ContactNETPrivileges] MNP ON MNP.[ContactCode] = MAT.[Code] WHERE MAT.[Code] = @ContactCode END GO IF OBJECT_ID(N'KAAS_GetContactsByHandlerPrivilege',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_GetContactsByHandlerPrivilege] GO CREATE PROCEDURE [dbo].[KAAS_GetContactsByHandlerPrivilege] (@Handler VARCHAR(10), @SearchText VARCHAR(4000) = '', @PageNumber INT = NULL, @PageSize INT = NULL, @SortColumn VARCHAR(50) = NULL, @SortDirection VARCHAR(10) = NULL) AS /******************************************************************************************************* * This stored procedure is used to fetch SecurityNETGroups details. * * * * Stored Procedure Name : [dbo].[KAAS_GetContactsByHandlerPrivilege] * * Copied from : [dbo].[ky_NetGetContactsByHandlerPrivilege] * * * * Modification History : * * 2019-04-11 Vinodhan K Created * * 2019-07-29 Vinodhan K Searching, Sorting, Pagination added. * *******************************************************************************************************/ BEGIN DECLARE @BitWiseID BIGINT SELECT @BitWiseID = HGM.[BitWiseID] FROM [dbo].[HandlerNETGroupMembership] HGM WHERE HGM.[HANDLER] = @Handler SET @BitWiseID = ISNULL(@BitWiseID, [dbo].[KAAS_FN_GetOldPermissions](RTRIM(ISNULL(@HANDLER, '')))) 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 IF (@HANDLER = 'ADM') BEGIN SET @BitWiseID = CONVERT(BIGINT, -1) END SELECT IDENTITY(int, 1,1) AS [Row_Number], * INTO #FoundTable FROM ( SELECT RTRIM(ISNULL(CON.[Code], '')) AS [Code], RTRIM(ISNULL(CON.[Name], '')) AS [Name], RTRIM(ISNULL(CON.[Address], '')) AS [Address], RTRIM(ISNULL(CON.[Tel], '')) AS [Tel], RTRIM(ISNULL(CON.[email], '')) AS [Email], RTRIM(ISNULL(CON.[FE], '')) AS [Fe], RTRIM(ISNULL(CON.[CompMatter], '')) AS [BillingMatter], RTRIM(ISNULL(FEC.[Name],'')) AS FeeName FROM [dbo].[Contacts] CON LEFT OUTER JOIN [dbo].[ContactNETPrivileges] CNP ON CNP.[ContactCode] = CON.[Code] LEFT OUTER JOIN [dbo].FeeEarnerCodes FEC on FEC.Code = CON.FE WHERE ( CNP.[Previleges] IS NULL OR ISNULL(CNP.[Previleges], CONVERT(BIGINT, -1)) & @BitWiseID <> 0) AND (CON.[Code] LIKE '%' + @SearchText + '%' OR CON.[Name] LIKE '%' + @SearchText + '%' OR CON.[Address] LIKE '%' + @SearchText + '%' OR CON.[Tel] LIKE '%' + @SearchText + '%' OR CON.[email] LIKE '%' + @SearchText + '%' OR CON.[CompMatter] LIKE '%' + @SearchText + '%' OR CON.[Name] LIKE '%' + @SearchText + '%') )AS Conditions --ORDER BY [CON].[Code] 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 '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 'Tel' THEN [Tel] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'Tel' THEN [Tel] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'email' THEN [email] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'email' THEN [email] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'BillingMatter' THEN [BillingMatter] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'BillingMatter' THEN [BillingMatter] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'FeName' THEN FeeName END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'FeName' THEN FeeName END END DESC SELECT * FROM #FoundTable WHERE ( @StartRow IS NULL OR ( [Row_Number] BETWEEN @StartRow AND @EndRow ) ) SELECT (COUNT([Row_Number]) ) FROM #FoundTable END GO IF OBJECT_ID('KAAS_GetControlSettings','P')IS NOT NULL DROP PROCEDURE KAAS_GetControlSettings GO CREATE PROCEDURE [dbo].[KAAS_GetControlSettings] ( @Handler VARCHAR(10)) AS /***************************************************************************** [KaaS_GetControlSettings] 2019-05-08 Arun Vasu Modified to compatable with Keyhouse SaaS *****************************************************************************/ BEGIN SET @Handler = ISNULL(@Handler, '') SELECT CTM.ComponentName, CTM.[ControlName], CTM.IsVisible FROM [dbo].[KHCtlGroups] CTG INNER JOIN (SELECT DISTINCT [groupid] FROM [dbo].[KHCtlHandlers] CTH WHERE ( CTH.[Handler] = @Handler AND CTH.[AllHandlers] = 0) OR ( CTH.[Handler] = '' AND CTH.[AllHandlers] = 1)) INC ON INC.[groupid] = CTG.[id] INNER JOIN [dbo].[KaaSCtlGroupControls] CTC INNER JOIN [dbo].[KaaSCtlMaster] CTM ON CTM.[ParentId] = CTC.[masterid] AND CTM.[Deleted] = 0 ON CTC.[groupid] = CTG.[id] WHERE CTG.[Deleted] = 0 END GO IF OBJECT_ID(N'KAAS_GetCurrentCaseDetailsData',N'P')IS NOT NULL DROP PROCEDURE KAAS_GetCurrentCaseDetailsData GO CREATE PROCEDURE KAAS_GetCurrentCaseDetailsData (@MatterCode VARCHAR(30)) AS /******************************************************************************************************* * This stored procedure is used to Get Current Case Details data associated with all the tabs in it. * * * * Stored Procedure Name : [dbo].[KAAS_GetCurrentCaseDetailsData] * * * * Modification History : * * 2019-05-21 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON --Matter Details SELECT RTRIM(ISNULL(MAT.[ClientCode], '')) AS [ClientCode], RTRIM(ISNULL(MAT.[Matter], '')) AS [Matter], RTRIM(ISNULL(MAT.[Description], '')) AS [Description] , RTRIM(ISNULL(MAT.[FECode], '')) AS [FeeEarner], RTRIM(ISNULL(MAT.[Partner], '')) AS [Partner], RTRIM(ISNULL(MAT.[Secretary], '')) AS [Secretary], RTRIM(ISNULL(MAT.[Dept], '')) AS [Dept] , RTRIM(ISNULL(MAT.[WType], '')) AS [WType] , RTRIM(ISNULL(MAT.[OldRef], '')) AS [OldRef] , RTRIM(ISNULL(MAT.[User1], '')) AS [User1], RTRIM(ISNULL(MAT.[User2], '')) AS [User2], RTRIM(ISNULL(MAT.[User3], '')) AS [User3], RTRIM(ISNULL(MAT.[YourRef], '')) AS [YourRef], CASE WHEN RTRIM(ISNULL(MAT.[Statements], '')) = 'Y' THEN 'True' ELSE 'False' END AS [Statements], ISNULL(MAT.[Importance], 0) AS [Importance], RTRIM(ISNULL(MAT.[Status], '')) AS [Status], RTRIM(ISNULL(MAT.[FileColour], '')) AS [FileColour], ISNULL(MAT.[Value], 0) AS [ValueToClient], ISNULL(MAT.[Started],'') AS [Started], ISNULL(MAT.[StatuteLimits],'') AS [StatuteLimits], RTRIM(ISNULL(MAT.[DepositName], '')) AS [DepositName], ISNULL(MAT.[EstFee], 0) AS [EstFee], ISNULL(MAT.[ExpBillD],'') AS [ExpBillD], CASE WHEN RTRIM(ISNULL(MAT.[Section68], '')) = 'Y' THEN 'True' ELSE 'False' END AS [EstimateGiven], CASE WHEN RTRIM(ISNULL(MAT.[S13], '')) = 'Y' THEN 'True' ELSE 'False' END AS [S13], ISNULL(MAT.[OutlayBud], 0) AS [OutlayBud], RTRIM(ISNULL(MAT.[DepositType], '')) AS [DepositType], RTRIM(ISNULL(MAT.[Comment], '')) AS [Comment], ISNULL(MAT.[ChargeLevel], 0) AS [ChargeLevel], ISNULL(MAT.[DebtCollected], 0) AS [DebtCollected], RTRIM(ISNULL(MAT.[ClientName], '')) AS [ClientName], RTRIM(ISNULL(MAT.[ClientAddress], '')) AS [ClientAddress], RTRIM(ISNULL(MAT.[ClientSalutation], '')) AS [ClientSalutation], RTRIM(ISNULL(MAT.[ChargeArrangement], '')) AS [ChargeArrangement], CASE WHEN RTRIM(ISNULL(MAT.[ChargeOutRateInd], '')) = 'Y' THEN 'True' ELSE 'False' END AS [ChargeOutRateInd], RTRIM(ISNULL(MAT.[CompFrequency], '')) AS [BillingType], RTRIM(ISNULL(MAT.[BillingMethod], '')) AS [BillingMethod], CASE WHEN RTRIM(ISNULL(MAT.[Publish], '')) = 'P' THEN 'True' ELSE 'False' END AS [Publish], RTRIM(ISNULL(CSM.[CSPREMISES], '')) AS [Premises], RTRIM(ISNULL(CSM.[CSWKTCODE], '')) AS [CasePlanType], ISNULL(MAT.[CollectingBalance], 0) AS [CollectingBalance], RTRIM(ISNULL(MAT.[PCode], '')) AS [PCode], RTRIM(ISNULL(MAT.[PFECode], '')) AS [PFECode], RTRIM(ISNULL(CSM.[CSCLBENYN], '')) AS [CSCLBENYN], RTRIM(ISNULL(CSM.[CSCLEXEYN], '')) AS [CSCLEXEYN], ISNULL(CSM.[CSDATEACCEPT_DATE],'') AS [CSDATEACCEPT_DATE], ISNULL(MAT.[OriginalDebt], 0) AS [CSORGDEBT], -- John 2015-11-12 This field is used more often (e.g. reports, case import) ISNULL(CSM.[CSBALDEBT], 0) AS [CSBALDEBT], RTRIM(ISNULL(CSM.[CSIRTCODE], '')) AS [InterestCode], RTRIM(ISNULL(CSM.[CSPLAINTNO], '')) AS [RecordNo], RTRIM(ISNULL(MAT.[FixedFee], '')) AS [FixedFee], RTRIM(ISNULL(MAT.[ShowCommentInAlarm], '')) AS [ShowCommentInAlarm], RTRIM(ISNULL(MAT.[Closed], '')) AS [Closed], ISNULL(MAT.[OrgClosedDate],'') AS [OrgClosedDate], ISNULL(MAT.[CloseDate],'') AS [CloseDate], RTRIM(ISNULL(FCL.[COLOURDESC], '')) AS [FileColourDescription], ISNULL(FCL.[RGBColour], -1) AS [FileColourRGB], RTRIM(ISNULL(MAT.[CompBillingMatter], '')) AS [CompBillingMatter], RTRIM(ISNULL(MAT.[Branch], '')) AS [Branch], ISNULL(MAT.[FileNum], 0) AS [FileNum], ISNULL(MAT.[ClosingDate],'') AS [ClosingDate], RTRIM(ISNULL(MAT.[Location], '')) AS [Location], RTRIM(ISNULL(MAT.[ArchiveLocation], '')) AS [ArchiveLocation], RTRIM(ISNULL(MAT.[FileBarCodeNo], '')) AS [FileBarCodeNo], RTRIM(ISNULL(MAT.[BoxBarCodeNo], '')) AS [BoxBarCodeNo], RTRIM(ISNULL(MAT.[BoxNumber], '')) AS [BoxNumber], ISNULL(MAT.[DestroyDate],'') AS [DestroyDate], ISNULL([ActualDestroyDate],'') AS [ActualDestroyDate], RTRIM(ISNULL(MAT.[DestroyedBy], '')) AS [DestroyedBy], REPLACE(ISNULL(S.Retired,'N'),' ','N') AS [Retired], REPLACE(ISNULL(FCL.Retired,'N'),' ','N') AS [FileColourRetired], REPLACE(ISNULL(FE.Retired,'N'),' ','N') AS [FeeEarnerRetired], REPLACE(ISNULL(D.RETIRED,'N'),' ','N') AS [DepartmentRetired], REPLACE(ISNULL(W.RETIRED,'N'),' ','N') AS [WorkTypeRetired], REPLACE(ISNULL(P.RETIRED,'N'),' ','N') AS [PartnerRetired], REPLACE(ISNULL(T.RETIRED,'N'),' ','N') AS [CasePlanRetired], RTRIM(ISNULL(MAT.[BillingFE], '')) AS [BillingFeeEarner], ISNULL(MAT.[Started],'') AS [Started1], CASE WHEN ISNULL(MAT.NoWinNoFee,'N') = 'Y' THEN 'True' ELSE 'False' END AS [NoWinNoFee] FROM [dbo].[matters] MAT LEFT JOIN [dbo].[CaseMaster] CSM ON CSM.[CSCODE] = MAT.[Code] LEFT OUTER JOIN [dbo].[FileColours] FCL ON FCL.[COLOURCODE] = MAT.[FileColour] LEFT JOIN StatusCodes S ON MAT.[Status] = S.CODE LEFT JOIN FeeEarnerCodes FE ON RTRIM(MAT.FECode) = RTRIM(FE.Code) LEFT JOIN Departments D ON RTRIM(MAT.Dept) = RTRIM(D.CODE) LEFT JOIN WorkTypes W ON RTRIM(MAT.WType) = RTRIM(W.CODE) LEFT JOIN Partners P ON RTRIM(MAT.[Partner]) = RTRIM(P.CODE) LEFT JOIN Templates T ON RTRIM(CSM.CSWKTCODE) = RTRIM(T.WKCODE) WHERE MAT.[Code] = @MatterCode --Privileges EXEC KAAS_GetMatterPrivilegeGroups @MatterCode --Udf Fields SELECT RTRIM(ISNULL(UFC.[UDFCategory], '')) AS [UDFCategory], RTRIM(ISNULL(SUF.[PROMPT], '')) AS [Prompt], CASE RTRIM(ISNULL(SUF.[TYPE], '')) WHEN 'Text' THEN CONVERT(VARCHAR(200), CUF.[TEXT1]) WHEN 'Numeric' THEN CONVERT(VARCHAR(50), CUF.[NumberValue]) WHEN 'Date' THEN CONVERT(VARCHAR, CUF.[DateValue], 106) ELSE CONVERT(VARCHAR(200), CUF.[TEXT1]) END AS [Value], RTRIM(ISNULL(CUF.[CASECODE], '')) AS [CaseCode], RTRIM(ISNULL(CUF.[UDFFile], '')) AS [UDFFile], RTRIM(ISNULL(CUF.[UDFNAME], '')) AS [UDFName], ISNULL(CUF.[SEQNO], 0) AS [SeqNo], RTRIM(ISNULL(CUF.[TEXT1], '-')) AS [Text1], RTRIM(ISNULL(SUF.[FILEPREFIX], '')) AS [FilePrefix], RTRIM(ISNULL(SUF.[FIELDNAME], '')) AS [FieldName], RTRIM(ISNULL(SUF.[FORMAT], '')) AS [Format], RTRIM(ISNULL(SUF.[ACTUALNAME], '')) AS [ActualName], ISNULL(CUF.[NumberValue], 0) AS [NumberValue], CUF.[DateValue] AS [DateValue] FROM [dbo].[CaseUDFAnswers] CUF INNER JOIN [dbo].[SystemUserDefinedFields] SUF ON SUF.[FILEPREFIX] = CUF.[UDFFile] AND SUF.[FIELDNAME] = CUF.[UDFNAME] INNER JOIN [dbo].[UDFCategory] UFC ON UFC.[ID] = SUF.[UDFCategory] WHERE CUF.[CASECODE] = @MatterCode ORDER BY ISNULL(CUF.[SEQNO], 0) --Case Associates SELECT IDENTITY(INT, 1,1) AS [Row_Number], * INTO #FoundTable FROM (SELECT RTRIM(ISNULL(CSC.[CASECODE], '')) AS [CaseCode], RTRIM(CSC.[CONTYPE]) AS [ConType], ISNULL(CSC.[CONNUM], 0) AS [ConNum], RTRIM(ISNULL(CSC.[NAMECODE], '')) AS [ConNameCode], RTRIM(ISNULL(CSC.[SOLCODE], '')) AS [SolCode], RTRIM(ISNULL(CSC.[SOLREF], '')) AS [SolRef], RTRIM(ISNULL(CSC.[INSCODE], '')) AS [InsCode], ISNULL(CSC.[ASSIGNEDCONTACT], 0) AS [AssignedContact], RTRIM(ISNULL(CAC.[NAMECODE], '')) AS [AssociateNameCode], ISNULL(CAC.[KEYID], 0) AS [KeyId], RTRIM(ISNULL(CAC.[NAME], '')) AS [ConName], RTRIM(ISNULL(CAC.[PHONE], '')) AS [Phone], RTRIM(ISNULL(CAC.[EMAIL], '')) AS [ConEmail], RTRIM(ISNULL(AST.[CODE], '')) AS [Code], RTRIM(ISNULL(AST.[DESCRIPTION], '')) AS [Description], RTRIM(ISNULL(CAN.[CODE], '')) AS [ConCode], RTRIM(ISNULL(CAN.[TYPE], '')) AS [Type], RTRIM(ISNULL(CAN.[NAME], '')) AS [AssociateName], RTRIM(ISNULL(CAN.[COMPANY], '')) AS [Company], RTRIM(ISNULL(CAN.[ADDRESS], '')) AS [Address], RTRIM(ISNULL(CAN.[PHONENO], '')) AS [PhoneNo], RTRIM(ISNULL(CAN.[MOBILENO], '')) AS [MobileNo], RTRIM(ISNULL(CAN.[EMAIL], '')) AS [AssociateEmail], RTRIM(ISNULL(CAN.[SEARCH], '')) AS [Search], ISNULL(CAN.[CONTACTNO], 0) AS [ContactNo], RTRIM(ISNULL(CAN.[SALUTATION], '')) AS [Salutation], ISNULL(CSC.[CONNUM], 0) AS [Seq], CASE WHEN RTRIM(ISNULL(CAN.[COMPANY], '')) <> '' THEN LTRIM( RTRIM(ISNULL(CAN.[NAME], '')) + ' (' + RTRIM(ISNULL(CAN.[COMPANY], '')) + ')') ELSE RTRIM(ISNULL(CAN.[NAME], '')) END AS [NameCompany], ISNULL(CSC.Retired,'N') AS [Retired] FROM [dbo].[CaseContacts] CSC LEFT JOIN [dbo].[CaseAssociatesContacts] CAC ON CAC.[KEYID] = CSC.[AssignedContact] LEFT JOIN [dbo].[AssociateTypes] AST ON AST.[CODE] = CSC.[CONTYPE] LEFT JOIN [dbo].[CaseAssociatesNames] CAN ON CAN.[CODE] = CSC.[NAMECODE] AND CAN.[NAME] <> '' AND CAN.[NAME] <> 'N/A' AND CAN.[NAME] IS NOT NULL WHERE CSC.[CASECODE] = @MatterCode AND CSC.[NAMECODE] <> '' AND CSC.[NAMECODE] <> 'N/A' AND CSC.[NAMECODE] IS NOT NULL) AS FoundTable ORDER BY [CASECODE], [CONTYPE], [CONNUM] SELECT * FROM #FoundTable --ChargeOut Rate Indicator SELECT MCOR.[RecordID] AS [RecordId], RTRIM(MCOR.[FeCode]) AS [FeCode], ISNULL(MCOR.[Rate], 0) AS [Rate], MCOR.[EffectiveDate] AS [EffectiveDate], COALESCE(HAN.[Name], HCG.[Name], MCOR.[FeCode]) AS [FeeEarnerName], CASE WHEN ISNULL(HAN.[Retired], 'N') = 'Y' THEN ISNULL(HAN.[Retired], 'N') ELSE ISNULL(HCG.[Retired], 'N') END AS [IsRetired] FROM [dbo].[MatterChargeOutRates] AS MCOR LEFT OUTER JOIN [dbo].[Handlers] AS HAN ON HAN.[Code] = MCOR.[FeCode] LEFT OUTER JOIN [dbo].[HandlerChargeGroups] AS HCG ON HCG.[Code] = MCOR.[FeCode] WHERE MCOR.[MatterCode] = @MatterCode AND (ISNULL(HAN.[Retired], 'N') <> 'Y' OR ISNULL(HCG.[Retired], 'N') <> 'Y') --Linked Cases List SELECT LMT.[RecordId] AS [RecordId], MAT.[Code] AS [CaseCode], MAT.[FECode] AS [FeeEarner], CNT.[Name] AS [Name], MAT.[Description] AS [Description], LMT.[RelationShip] AS [Relationship] FROM [dbo].[LinkedMatters] LMT INNER JOIN [dbo].[matters] MAT ON MAT.[Code] = LMT.[LinkedMatter] INNER JOIN [dbo].[Contacts] CNT ON CNT.[Code] = MAT.[ClientCode] WHERE LMT.[PrimeMatter] = @MatterCode --Revenue Module SELECT RTRIM(LTRIM(ISNULL(MCC.[CheckCharacter], '') )) AS [CheckCharacter], RTRIM(LTRIM(ISNULL(MCC.[AddCheckCharacter], ''))) AS [AddCheckCharacter] FROM [dbo].[MatterCheckChars] AS MCC WHERE MCC.[MatterCode] = @MatterCode --Locations EXECUTE KAAS_ListItemLocations SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_GetCurrentCaseDetailsPageLoad',N'P')IS NOT NULL DROP PROCEDURE KAAS_GetCurrentCaseDetailsPageLoad GO CREATE PROCEDURE KAAS_GetCurrentCaseDetailsPageLoad (@MatterCode VARCHAR(30)) AS /******************************************************************************************************* * This stored procedure is used to Get Current Case Details on Page Load. * * 1. Fee Earner * * 2. Secretary * * 3. Partner * * 4. Department * * 5. Work Type * * 6. File Colour * * 7. Case plan / Type * * 8. Case Status * * 9. Deposit Types * * 10. Charge Arrangement * * 11. User Prompt * * 12. Interest Code * * 13. Handler Charge Group * * 14. Branch * * * * Stored Procedure Name : [dbo].[KAAS_GetCurrentCaseDetailsPageLoad] * * * * Modification History : * * 2019-05-21 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON DECLARE @FEARNER VARCHAR(10) DECLARE @Handler VARCHAR(10) DECLARE @Partner VARCHAR(10) DECLARE @Department VARCHAR(10) DECLARE @WorkType VARCHAR(10) DECLARE @FileColor VARCHAR(10) DECLARE @CasePlan VARCHAR(10) DECLARE @Status VARCHAR(10) DECLARE @Interest VARCHAR(10) SELECT @FEARNER = ISNULL([MAT].[FECode], ''), @Handler = ISNULL([MAT].[Secretary], ''), @Partner = ISNULL([MAT].[Partner], ''), @Department = ISNULL([MAT].[Dept], ''), @WorkType = ISNULL([MAT].[WType], ''), @FileColor = ISNULL([MAT].[FileColour], ''), @CasePlan = ISNULL([CSM].[CSWKTCODE], ''), @Status = ISNULL([MAT].[Status], ''), @Interest = ISNULL([CSM].[CSIRTCODE], '') FROM [dbo].[matters] [MAT] INNER JOIN [dbo].[CaseMaster] [CSM] ON [CSM].[CSCODE] = [MAT].[Code] WHERE [MAT].[Code] = @MatterCode --Fee Earner SELECT RTRIM([Code]) AS [Code], RTRIM(ISNULL([FEC].[Name], '')) AS [FeeEarners] FROM [dbo].[FeeEarnerCodes] [FEC] WHERE ISNULL([FEC].[Retired], 'N') <> 'Y' OR [FEC].[Code] = @FEARNER --Secretary SELECT RTRIM([HAN].[CODE]) AS [Code], RTRIM(ISNULL([HAN].[NAME], '')) AS [Secretary] FROM [dbo].[Handlers] [HAN] WHERE ( [HAN].[Type] ='S' AND ISNULL([HAN].[RETIRED], 'N') <> 'Y') OR [HAN].[CODE] = @Handler --[Partner] SELECT RTRIM([HAN].[CODE]) AS [Code], RTRIM(ISNULL([HAN].[NAME], '')) AS [Partners] FROM [dbo].[Handlers] [HAN] WHERE ( [HAN].[Type] ='P' AND ISNULL([HAN].[RETIRED], 'N') <> 'Y') OR [HAN].[CODE] = @Partner --Department SELECT RTRIM([Code]) AS Code, RTRIM([Desc]) AS Department FROM Departments WHERE RETIRED <> 'Y' OR [CODE] = @Department --Work Types SELECT RTRIM([Code]) AS WKCODE, RTRIM(ISNULL([DESC],'')) AS WKDESC FROM WorkTypes WHERE RETIRED <> 'Y' OR CODE = @WorkType --File Colour SELECT RTRIM(ISNULL([ColourCode],'')) AS Code, RTRIM(ISNULL([ColourDesc],'')) AS FileDescription, [RGBColour] FROM FileColours WHERE ISNULL(Retired,'N') <> 'Y' OR COLOURCODE = @FileColor --CasePlan SELECT RTRIM([Wkcode]) AS Code, RTRIM(ISNULL([Wkdesc],'')) AS [CasePlan] FROM Templates WHERE Retired <> 'Y' OR WKCODE = @CasePlan --StatusCodes SELECT RTRIM([Code]) AS Code, RTRIM([Description]) AS CaseStatus FROM StatusCodes WHERE ISNULL(Retired,'N') <> 'Y' OR CODE = @Status --Deposit Types SELECT RTRIM([Code]) AS Code, RTRIM(ISNULL([Description],'')) AS DepositType FROM DepositType --Charge Arrangement SELECT RTRIM(ISNULL(Code,'')) AS Code, RTRIM(ISNULL([Description],'')) AS ChargeArrangement FROM ChargeArrangements --User Prompt SELECT UserPrompt1, UserPrompt2, UserPrompt3, YourRef FROM [CONTROL] --Interest Code SELECT RTRIM(A.CDETYPE) AS CDETYPE, RTRIM(A.CDECODE) AS CDECODE, RTRIM(ISNULL(A.CDEDESC,'')) AS CDEDESC FROM dbo.MiscCodes A WHERE A.CDETYPE = 'IRT' AND RETIRED <> 'Y' OR CDECODE = CASE @Interest WHEN '' THEN '' ELSE @Interest END ORDER BY A.CDETYPE DESC, A.CDECODE DESC --Handler Charge Group SELECT 'H' as Code, 'Handlers' As ChargeGroup UNION ALL SELECT 'CG', 'Charge Groups' --Branch SELECT RTRIM([BranchCode]) as [Code], RTRIM(ISNULL([Description],'')) as [Branch] FROM Branch SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_GetDocumentsIM' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_GetDocumentsIM] END GO CREATE PROCEDURE [dbo].[KAAS_GetDocumentsIM] (@matter VARCHAR(20), @ActionID INT, @DocFolderID INT, @IMDocs VARCHAR(MAX), @PageNo INT, @PageSize INT, @SearchText VARCHAR(4000), @FileType VARCHAR(4000), @SortColumn VARCHAR(50) = '', @SortDirection VARCHAR(10) = '') AS /************************************************************************************************************* * * * [dbo].[KAAS_GetDocumentsIM] * * * * Get list of Documents for the Document Manager * * * * Compatibility information - PLEASE update older versions if necessary to ensure the compatible software * * remains fully functional * * ***************************************************************************************************** * * * * * * * Supersedes: - * * * * Original: [ky_NETSPGetDocumentsIM] * * * * First compatible version: 5.7.2.1 * * * * Last compatible software version: - * * * * Superseded by: - * * * * * * * ***************************************************************************************************** * * * * Modification History * * 2019-04-23 Vinodhan K Created * * 2019-05-24 Pino Carafa Performance improvements * * 2019-05-24 Vinodhan Search field have changed as document instead of filepath * * 2019-05-24 Arun Performance improvements, * *************************************************************************************************************/ BEGIN DECLARE @res TABLE ([id] INT identity(1, 1) PRIMARY KEY, [ActionId] INT, [TrackReference] INT, [IMDocID] VARCHAR(500), [IMClass] VARCHAR(20), [DocClass] VARCHAR(10), [Document] VARCHAR(2000), [DiaryDate] DATETIME, [DocumentDate] DATETIME, [TYPE] VARCHAR(20), [Attachments] CHAR(1), [EMAIL] VARCHAR(1), [EMAILFROM] VARCHAR(200), [EMAILSENT] DATETIME, [EMAILTO] VARCHAR(1000), [CurrentVersion] INT, [IsInDocFolder] BIT, [IsShared] BIT, [UniqueId] INT) DECLARE @classes TABLE ([KeyhouseClass] INT, [IMClass] INT, [ClassCode] VARCHAR(20), [ClassDescription] VARCHAR(100)) DECLARE @IMDocTable TABLE ([IMDocID] VARCHAR(500) PRIMARY KEY, [Description] VARCHAR(2000), [IMClass] VARCHAR(20), [IMType] VARCHAR(20), [EmailFrom] VARCHAR(200), [EmailTo] VARCHAR(1000), [EmailSent] DATETIME, [DocumentDate] DATETIME) DECLARE @Diary TABLE ([ActionID] INT PRIMARY KEY) DECLARE @FileTypeList TABLE ([FileType] VARCHAR(20) PRIMARY KEY) INSERT INTO @FileTypeList SELECT RTRIM(LTRIM([Item])) FROM KAAS_FN_SplitString(@FileType, ',') DECLARE @idoc INT DECLARE @StartRow INT; DECLARE @EndRow INT; SET @PageNo = ISNULL(@PageNo, 0) - 1; -- 0 BASED INDEX IF(@PageNo > -1) BEGIN SET @StartRow = ((@PageNo) * @PageSize) + 1; SET @EndRow = (@StartRow + @PageSize) - 1; END IF(@SortColumn = '' OR @SortColumn = NULL) BEGIN SET @SortColumn = 'RowNumber' END IF(@SortDirection = '' OR @SortDirection = NULL) BEGIN SET @SortDirection = 'ASC' END IF (ISNULL(@DocFolderID, 0) = 0) AND (ISNULL(@ActionID, 0) = 0) BEGIN SET @IMDocs = ISNULL(@IMDocs, '' + CHAR(13) + CHAR(10) + '') IF (ISNULL(PATINDEX('%' + CHAR(13) + CHAR(10) + @IMDocs END BEGIN TRY EXEC sp_xml_preparedocument @idoc OUTPUT, @IMDocs END TRY BEGIN CATCH EXEC sp_xml_preparedocument @idoc OUTPUT, '' END CATCH INSERT INTO @IMDocTable ([IMDocID], [Description], [IMClass], [IMType], [EmailFrom], [EmailTo], [EmailSent], [DocumentDate]) SELECT [DAL].[IMDocID], [DAL].[Description], [DAL].[IMClass], [DAL].[IMType], [DAL].[EmailFrom], [DAL].[EmailTo], [DAL].[EmailSent], [DAL].[DocumentDate] FROM OPENXML(@idoc, 'IMDocs/Doc', 2) WITH([IMDocID] VARCHAR(500) '@DocId', [Description] VARCHAR(2000) '@Description', [IMClass] VARCHAR(20) '@ClassId', [IMType] VARCHAR(20) '@TypeId', [EmailFrom] VARCHAR(200) '@EmailFrom', [EmailTo] VARCHAR(1000) '@EmailTo', [EmailSent] DATETIME '@EmailSent', [DocumentDate] DATETIME '@DocumentDate') [DAL] EXEC sp_xml_removedocument @idoc INSERT INTO @res ([ActionId], [TrackReference], [IMDocID], [IMClass], [DocClass], [Document], [DiaryDate], [DocumentDate], [EmailSent], [TYPE], [Attachments], [EMAIL], [EmailFrom], [EmailTo], [CurrentVersion], [IsInDocFolder], [IsShared]) SELECT CONVERT(INT, NULL) AS [ActionID], CONVERT(INT, NULL) AS [TrackReference], [DAL].[IMDocID] AS [IMDocID], [DAL].[IMClass] AS [IMClass], CONVERT(VARCHAR(10), NULL) AS [DocClass], [DAL].[Description] AS [Document], CONVERT(DATETIME, ISNULL([DAL].[DocumentDate], [DAL].[EmailSent])) AS [DiaryDate], CONVERT(DATETIME, ISNULL([DAL].[DocumentDate], [DAL].[EmailSent])) AS [DocumentDate], CONVERT(DATETIME, [DAL].[EmailSent]) AS [EMAILSENT], CASE CONVERT(VARCHAR(20),[DAL].[IMTYPE]) WHEN 'WORD' THEN 'DOC' WHEN 'WORDX' THEN 'DOC' WHEN 'WPF' THEN 'DOC' WHEN 'ANSI' THEN 'DOC' WHEN 'ACROBAT' THEN 'PDF' WHEN 'EXCEL' THEN 'XLS' WHEN 'EXCELX' THEN 'XLS' WHEN 'MIME' THEN CASE WHEN [DAL].[IMClass] = 'E-Mail' THEN 'MSG' ELSE 'MIME' END ELSE [DAL].[IMTYPE] END AS [TYPE], CONVERT(CHAR(1),'N') AS [Attachments], CONVERT(CHAR(1), CASE WHEN ISNULL([DAL].[IMClass], '') = 'E-Mail' THEN 'Y' ELSE 'N' END) AS [EMAIL], CASE WHEN ISNULL([DAL].[IMClass], '') = 'E-Mail' THEN [DAL].[EMAILFROM] ELSE CONVERT(VARCHAR(200), NULL) END AS [EmailFrom], CASE WHEN ISNULL([DAL].[IMClass], '') = 'E-Mail' THEN [DAL].[EMAILTO] ELSE CONVERT(VARCHAR(1000), NULL) END AS [EmailTo], CONVERT(INT, 1) AS [CurrentVersion], 0 AS [IsInDocFolder], 0 AS [IsShared] FROM @IMDocTable [DAL] LEFT OUTER JOIN [dbo].[DAIMXref] [DX] ON [DX].[IMDocID] = [DAL].[IMDocID] WHERE ( ( @SearchText = '' OR ([DAL].[Description] LIKE '%' + @SearchText + '%') OR (CONVERT(DATETIME, ISNULL([DAL].[DocumentDate], [DAL].[EmailSent])) LIKE '%' + @SearchText + '%') ) AND ( ISNULL(@FileType, '') = '' OR (CASE CONVERT(VARCHAR(20),[DAL].[IMTYPE]) WHEN 'WORD' THEN 'DOC' WHEN 'WORDX' THEN 'DOC' WHEN 'WPF' THEN 'DOC' WHEN 'ANSI' THEN 'DOC' WHEN 'ACROBAT' THEN 'PDF' WHEN 'EXCEL' THEN 'XLS' WHEN 'EXCELX' THEN 'XLS' WHEN 'MIME' THEN CASE WHEN [DAL].[IMClass] = 'E-Mail' THEN 'MSG' ELSE 'MIME' END ELSE [DAL].[IMTYPE] END IN (select FileType from @FileTypeList )) ) ) AND [DX].[TrackReference] IS NULL INSERT INTO @Diary ([ActionID]) SELECT [DIA].[ActionID] FROM [dbo].[diary] [DIA] WHERE [DIA].[CASECODE] = @matter INSERT INTO @res ([ActionId], [TrackReference]) SELECT [DIA].[ActionID], [DAT].[TrackReference] FROM @Diary [DIA] INNER JOIN [dbo].[DiaryAttachments] [DAT] ON [DAT].[DiaryID] = [DIA].[ActionID] ORDER BY [DAT].[TrackReference] DESC UPDATE [RES] SET [RES].[IMDocID] = CONVERT(VARCHAR(500), ISNULL([DX].[IMDocID], '')), [RES].[IMClass] = CONVERT(VARCHAR(20), ISNULL([DL].[IMClass], '')), [RES].[DocClass] = CONVERT(VARCHAR(10), ISNULL([DA].[DocClass], '')), [RES].[Document] = RTRIM(CONVERT(VARCHAR(2000), ISNULL([DA].[Document], ''))), [RES].[DiaryDate] = CONVERT(DATETIME, [DIA].[DATE]), [RES].[DocumentDate] = CONVERT(DATETIME, [DA].[DATEENTERED]), [RES].[EMAILSENT] = CONVERT(DATETIME, ISNULL([DIA].[TxmDate], [DIA].[Date])), [RES].[TYPE] = CONVERT(VARCHAR(20), UPPER(RTRIM(ISNULL([DA].[TYPE], '')))), [RES].[Attachments] = CONVERT(CHAR(1), 'Y'), [RES].[EMAIL] = CONVERT(VARCHAR(1), CASE WHEN RTRIM(ISNULL([DIA].[EMAIL], 'N')) = 'Y' THEN 'Y' ELSE 'N' END), [RES].[EMAILFROM] = CONVERT(VARCHAR(200), RTRIM(ISNULL([DIA].[EMAILADDRESS], ''))), [RES].[EMAILTO] = RTRIM(ISNULL(CONVERT(VARCHAR(1000), [DIA].[ADDRESSTO]), '')), [RES].[CurrentVersion] = [DV].[CurrentVersion], [RES].[IsInDocFolder] = [IND].[InDocFolder], [RES].[IsShared] = [SHD].[IsShared], [RES].[uniqueid] = [MAT].[uniqueid] FROM @res [RES] CROSS APPLY (SELECT ISNULL(MAX([DAV].[Version]), 0) + 1 AS [CurrentVersion] FROM [dbo].[DiaryAttachmentVersioning] [DAV] WHERE TRACKREFERENCE = [RES].[TRACKREFERENCE]) [DV] LEFT OUTER JOIN [dbo].[DAIMXRef] [DX] INNER JOIN @IMDocTable [DL] ON [DL].[IMDocID] = [DX].[IMDocID] ON [DX].[TrackReference] = [RES].[TrackReference] LEFT OUTER JOIN [dbo].[DiaryAttachments] [DA] INNER JOIN [dbo].[diary] [DIA] INNER JOIN [dbo].[matters] [MAT] ON [MAT].[CODE] = [DIA].[CASECODE] ON [DIA].[ActionID] = [DA].[DiaryID] ON [DA].[TrackReference] = [RES].[TrackReference] CROSS APPLY (SELECT CASE WHEN COUNT(1) = 0 THEN CONVERT(BIT, 0) ELSE CONVERT(BIT, 1) END AS [InDocFolder] FROM [dbo].[DocFolderDocuments] [DFD] WHERE [DFD].[TrackReference] = [DA].[TrackReference]) [IND] CROSS APPLY (SELECT CASE WHEN COUNT(1) = 0 THEN CONVERT(BIT, 0) ELSE CONVERT(BIT, 1) END AS [IsShared] FROM [dbo].[FileSharingDocuments] [FSD] INNER JOIN [dbo].[FileSharingMapping] [FSM] INNER JOIN [dbo].[FileSharingDocFolders] [FSDF] ON [FSDF].[DocFolderID] = [FSM].[FileSharingDocFoldersID] AND [FSDF].[Shared] = 1 ON [FSM].[id] = [FSD].[FileSharingMappingID] WHERE [FSD].[TrackReference] = [DA].[TrackReference]) [SHD] WHERE [RES].[id] >= @StartRow AND [RES].[id] <= @EndRow END ELSE IF ISNULL(@DocFolderID, 0) <> 0 BEGIN INSERT INTO @res ([ActionId], [TrackReference], [IMDocID], [IMClass], [DocClass], [Document], [DiaryDate], [DocumentDate], [EmailSent], [TYPE], [Attachments], [EMAIL], [EmailFrom], [EmailTo], [CurrentVersion], [IsInDocfolder], [IsShared], [UniqueId]) SELECT CONVERT(INT, [DA].[DIARYID]) AS [ActionID], CONVERT(INT, [DA].[TrackReference]) AS [TrackReference], CONVERT(VARCHAR(500), ISNULL([DX].[IMDocID], '')) AS [IMDocID], CONVERT(VARCHAR(20), ISNULL([DL].[IMClass], '')) AS [IMClass], CONVERT(VARCHAR(10), ISNULL([DA].[DocClass], '')) AS [DocClass], RTRIM(CONVERT(VARCHAR(2000), ISNULL([DA].[Document], ''))) AS [Document], CONVERT(DATETIME, [DIA].[DATE]) AS [DiaryDate], CONVERT(DATETIME, [DA].[DATEENTERED]) AS [DocumentDate], CONVERT(DATETIME, ISNULL([DIA].[TxmDate], [DIA].[Date])) AS [EMAILSENT], CONVERT(VARCHAR(20), UPPER(RTRIM(ISNULL([DA].[TYPE], '')))) AS [TYPE], CASE WHEN [DIA].[ATTACHMENTS] = 'Y' THEN 'Y' ELSE 'N' END AS [Attachments], CONVERT(VARCHAR(1), CASE WHEN RTRIM(ISNULL([DIA].[EMAIL], 'N')) = 'Y' THEN 'Y' ELSE 'N' END) AS [EMAIL], CONVERT(VARCHAR(200), RTRIM(ISNULL([DIA].[EMAILADDRESS], ''))) AS [EMAILFROM], RTRIM(ISNULL(CONVERT(VARCHAR(1000), [DIA].[ADDRESSTO]), '')) AS [EMAILTO], [DV].[CurrentVersion], CONVERT(BIT, 1),[SHD].[IsShared],[MAT].[uniqueid] FROM [dbo].[DocFolderDocuments] [DDC] INNER JOIN [dbo].[DiaryAttachments] [DA] INNER JOIN [dbo].[matters] [MAT] ON [DA].CASECODE = [MAT].Code INNER JOIN [dbo].[diary] [DIA] ON [DIA].[ACTIONID] = [DA].[DiaryID] ON [DA].[TrackReference] = [DDC].[TrackReference] CROSS APPLY (SELECT ISNULL(MAX([DAV].[Version]), 0) + 1 AS [CurrentVersion] FROM [dbo].[DiaryAttachmentVersioning] [DAV] WHERE TRACKREFERENCE = [DA].[TRACKREFERENCE]) [DV] CROSS APPLY (SELECT CASE WHEN COUNT(1) = 0 THEN CONVERT(BIT, 0) ELSE CONVERT(BIT, 1) END AS [IsShared] FROM [dbo].[FileSharingDocuments] [FSD] INNER JOIN [dbo].[FileSharingMapping] [FSM] INNER JOIN [dbo].[FileSharingDocFolders] [FSDF] ON [FSDF].[DocFolderID] = [FSM].[FileSharingDocFoldersID] AND [FSDF].[Shared] = 1 ON [FSM].[id] = [FSD].[FileSharingMappingID] AND [FSM].[FileSharingDocFoldersID] = @DocFolderID WHERE [FSD].[TrackReference] = [DA].[TrackReference]) [SHD] LEFT OUTER JOIN [dbo].[DAIMXRef] [DX] LEFT OUTER JOIN @IMDocTable [DL] ON [DL].[IMDocID] = [DX].[IMDocID] ON [DX].[TrackReference] = [DA].[TrackReference] WHERE [DDC].[DocFolderID] = @DocFolderID AND ( ( @SearchText = '' OR ([DA].FILEPATH LIKE '%' + @SearchText + '%') OR ([DA].[DATEENTERED] LIKE '%' + @SearchText + '%') OR ([DA].[TYPE] LIKE '%' + @SearchText + '%') OR ([DA].[DocClass] LIKE '%' + @SearchText + '%') ) AND ( ISNULL(@FileType, '') = '' OR ([DA].[TYPE] IN (select FileType from @FileTypeList )) ) ) ORDER BY [TrackReference] DESC END ELSE BEGIN INSERT INTO @res ([ActionId], [TrackReference], [IMDocID], [IMClass], [DocClass], [Document], [DiaryDate], [DocumentDate], [EmailSent], [TYPE], [Attachments], [EMAIL], [EmailFrom], [EmailTo], [CurrentVersion], [IsInDocFolder], [IsShared], [UniqueId]) SELECT CONVERT(INT, [DA].[DIARYID]) AS [ActionID], CONVERT(INT, [DA].[TrackReference]) AS [TrackReference], CONVERT(VARCHAR(500), ISNULL([DX].[IMDocID], '')) AS [IMDocID], CONVERT(VARCHAR(20), ISNULL([DL].[IMClass], '')) AS [IMClass], CONVERT(VARCHAR(10), ISNULL([DA].[DocClass], '')) AS [DocClass], RTRIM(CONVERT(VARCHAR(2000), ISNULL([DA].[Document], ''))) AS [Document], CONVERT(DATETIME, [DIA].[DATE]) AS [DiaryDate], CONVERT(DATETIME, [DA].[DATEENTERED]) AS [DocumentDate], CONVERT(DATETIME, ISNULL([DIA].[TxmDate], [DIA].[Date])) AS [EMAILSENT], CONVERT(VARCHAR(20), UPPER(RTRIM(ISNULL([DA].[TYPE], '')))) AS [TYPE], CASE WHEN [DIA].[ATTACHMENTS] = 'Y' THEN 'Y' ELSE 'N' END AS [Attachments], CONVERT(VARCHAR(1), CASE WHEN RTRIM(ISNULL([DIA].[EMAIL], 'N')) = 'Y' THEN 'Y' ELSE 'N' END) AS [EMAIL], CONVERT(VARCHAR(200), RTRIM(ISNULL([DIA].[EMAILADDRESS], ''))) AS [EMAILFROM], RTRIM(ISNULL(CONVERT(VARCHAR(1000), [DIA].[ADDRESSTO]), '')) AS [EMAILTO], [DV].[CurrentVersion], [IND].[InDocFolder], [SHD].[IsShared], [MAT].[uniqueid] FROM [dbo].[diary] [DIA] INNER JOIN [dbo].[DiaryAttachments] [DA] INNER JOIN [dbo].[matters] [MAT] ON [DA].CASECODE = [MAT].Code CROSS APPLY (SELECT CASE WHEN COUNT(1) = 0 THEN CONVERT(BIT, 0) ELSE CONVERT(BIT, 1) END AS [InDocFolder] FROM [dbo].[DocFolderDocuments] [DFD] WHERE [DFD].[TrackReference] = [DA].[TrackReference]) [IND] CROSS APPLY (SELECT CASE WHEN COUNT(1) = 0 THEN CONVERT(BIT, 0) ELSE CONVERT(BIT, 1) END AS [IsShared] FROM [dbo].[FileSharingDocuments] [FSD] INNER JOIN [dbo].[FileSharingMapping] [FSM] INNER JOIN [dbo].[FileSharingDocFolders] [FSDF] ON [FSDF].[DocFolderID] = [FSM].[FileSharingDocFoldersID] AND [FSDF].[Shared] = 1 ON [FSM].[id] = [FSD].[FileSharingMappingID] WHERE [FSD].[TrackReference] = [DA].[TrackReference]) [SHD] ON [DA].[DiaryID] = [DIA].[ActionID] CROSS APPLY (SELECT ISNULL(MAX([DAV].[Version]), 0) + 1 AS [CurrentVersion] FROM [dbo].[DiaryAttachmentVersioning] [DAV] WHERE TRACKREFERENCE = [DA].[TRACKREFERENCE]) [DV] LEFT OUTER JOIN [dbo].[DAIMXRef] [DX] LEFT OUTER JOIN @IMDocTable [DL] ON [DL].[IMDocID] = [DX].[IMDocID] ON [DX].[TrackReference] = [DA].[TrackReference] WHERE [DIA].[ACTIONID] = @ActionID AND ( ( @SearchText = '' OR ([DA].FILEPATH LIKE '%' + @SearchText + '%') OR ([DA].[DATEENTERED] LIKE '%' + @SearchText + '%') OR ([DA].[TYPE] LIKE '%' + @SearchText + '%') OR ([DA].[DocClass] LIKE '%' + @SearchText + '%') OR ([DA].FILEPATH LIKE '%' + @SearchText + '%') ) AND ( ISNULL(@FileType, '') = '' OR ([DA].[TYPE] IN (select FileType from @FileTypeList )) ) ) ORDER BY [TrackReference] DESC END INSERT INTO @classes ([KeyhouseClass], [IMClass], [ClassCode], [ClassDescription]) SELECT [CLS].[KeyhouseClass], [CLS].[IMClass], [CLS].[ClassCode], CASE WHEN [CLS].[KeyhouseClass] = 1 THEN RTRIM(ISNULL(DCL.[CLASSDESCRIPTION], '')) ELSE CASE WHEN [CLS].[ClassCode] = 'ATTNOTES' THEN 'Attendance Notes' WHEN [CLS].[ClassCode] = 'BILL' THEN 'Bill' WHEN [CLS].[ClassCode] = 'FAX' THEN 'Fax' WHEN [CLS].[ClassCode] = 'LEGAL' THEN 'Legal' WHEN [CLS].[ClassCode] = 'SCAN' THEN 'Scan' WHEN [CLS].[ClassCode] = 'COMPARE' THEN 'Compare Document' WHEN [CLS].[ClassCode] = 'DISCUSSION' THEN 'Discussion' WHEN [CLS].[ClassCode] = 'DOC' THEN 'Document' WHEN [CLS].[ClassCode] = 'E-MAIL' THEN 'E-Mail' WHEN [CLS].[ClassCode] = 'EVENT' THEN 'Event' WHEN [CLS].[ClassCode] = 'LETTER' THEN 'Letter' WHEN [CLS].[ClassCode] = 'MEMO' THEN 'Memo' WHEN [CLS].[ClassCode] = 'PAGE_ICON' THEN 'Page Icon' WHEN [CLS].[ClassCode] = 'TASK' THEN 'Task' WHEN [CLS].[ClassCode] = 'TEXT' THEN 'Text File' WHEN [CLS].[ClassCode] = 'WEBDOC' THEN 'InfoLink Web Page' ELSE ISNULL([CLS].[CLASSCODE], '') END END AS [ClassDescription] FROM (SELECT DISTINCT 1 AS [KeyhouseClass], 0 AS [IMClass], CONVERT(VARCHAR(20), [RES].[DocClass]) AS [ClassCode] FROM @res [RES] WHERE ISNULL([RES].[DocClass], '') <> '' UNION SELECT DISTINCT 0 AS [KeyhouseClass], 1 AS [IMClass], CONVERT(VARCHAR(20), [RES].[IMClass]) AS [ClassCode] FROM @res [RES] WHERE ISNULL([RES].[IMClass], '') <> '') [CLS] LEFT OUTER JOIN [dbo].[DocumentClasses] DCL ON [CLS].[KeyhouseClass] = 1 AND DCL.[CLASSCODE] = [CLS].[ClassCode] UPDATE [RES] SET [RES].[EMAIL] = CASE WHEN (ISNULL([RES].[EMAIL], '') = 'Y' AND [RES].[TrackReference] = [OMS].[TrackReference]) THEN 'Y' WHEN (ISNULL([RES].[TYPE], '') = 'MSG' AND [RES].[TrackReference] = [OMS].[TrackReference]) THEN 'Y' ELSE 'N' END, [RES].[Attachments] = CASE WHEN (ISNULL([RES].[EMAIL], '') = 'Y' AND [RES].[TrackReference] = [OMS].[TrackReference]) THEN [RES].[Attachments] WHEN (ISNULL([RES].[TYPE], '') = 'MSG' AND [RES].[TrackReference] = [OMS].[TrackReference]) THEN [RES].[Attachments] ELSE 'N' END FROM @res [RES] OUTER APPLY (SELECT TOP 1 [MST].[TrackReference] AS [TrackReference], [MST].[Type] AS [Type] FROM [dbo].[diaryattachments] [MST] WHERE [MST].[diaryid] = [RES].[ActionID] ORDER BY CASE WHEN [MST].TYPE = 'MSG' THEN 0 ELSE 1 END, [MST].[TrackReference]) [OMS] WHERE [RES].[id] >= @StartRow AND [RES].[id] <= @EndRow AND [RES].[ACTIONID] IS NOT NULL ;WITH DocumentTable AS( SELECT ROW_NUMBER() OVER(ORDER BY [id]) AS [RowNumber], [RES].[id], [RES].[DiaryDate], ISNULL([RES].[ActionID], 0) AS [ACTIONID], [RES].[DocumentDate], [RES].[IMDocID], [RES].[IMClass], [CLS].[ClassDescription] AS [DocumentClassDescription], [RES].[DocClass], [RES].[Document], ISNULL([RES].[TrackReference], 0) AS [TRACKREFERENCE], [RES].[TYPE] AS [TYPE], [RES].[Attachments] AS [Attachments], [RES].[EMAIL], RTRIM(ISNULL(CONVERT(VARCHAR(200), SUBSTRING(ISNULL([DIA].[EMAILADDRESS], [RES].[EMAILFROM]), 1, 200)), '')) AS [EMAILADDRESS], RTRIM(ISNULL(CONVERT(VARCHAR(1000), SUBSTRING(ISNULL([DIA].[ADDRESSTO], [RES].[EMAILTO]), 1, 1000)), '')) AS [ADDRESSTO], [RES].[EMAILSENT], RTRIM(ISNULL(CONVERT(VARCHAR(1000), SUBSTRING(RTRIM(ISNULL(CONVERT(VARCHAR(2000),[DIA].[SUBJECT]),'')), 1,1000)),'')) AS [SUBJECT], RTRIM(ISNULL(CONVERT(VARCHAR(120), SUBSTRING(RTRIM(ISNULL(CONVERT(VARCHAR(120), [DIA].[DisplayText]),'')),1,120)),'')) AS [ShortText], RTRIM(ISNULL([DAT].[NAME], '')) AS [NAME], 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([DIA].[PROCESSTYPE], '')) AS [PROCESSTYPE], RTRIM(ISNULL([DIA].[ACTIONTYPE], '')) AS [ACTIONTYPE], CASE WHEN [DIA].[ACTIONTYPE] = 'A' THEN 'Action' WHEN [DIA].[ACTIONTYPE] = 'N' THEN 'Note' WHEN [DIA].[ACTIONTYPE] = 'P' THEN 'Appointment' WHEN [DIA].[ACTIONTYPE] = 'R' THEN 'Reminder' WHEN [DIA].[ACTIONTYPE] = 'E' THEN 'Email' WHEN [DIA].[ACTIONTYPE] = 'T' THEN 'Phone Message' WHEN [DIA].[ACTIONTYPE] = 'D' THEN 'Dictation' WHEN [DIA].[ACTIONTYPE] = 'U' THEN 'Undertaking' WHEN [DIA].[ACTIONTYPE] = 'S' THEN 'Statute Date' WHEN [DIA].[ACTIONTYPE] = 'C' THEN 'Critical Date' WHEN [DIA].[ACTIONTYPE] = 'O' THEN 'Court Date' WHEN [DIA].[ACTIONTYPE] = 'M' THEN 'Scanned Post/Mail' WHEN RTRIM(ISNULL([DIA].[ACTIONTYPE], '')) = '' THEN CASE WHEN [RES].[EMAIL] = 'Y' THEN 'Email' WHEN [RES].[IMDocID] <> '' THEN 'IManage document' ELSE 'Unknown' END ELSE 'Action Type: ' + [DIA].[ACTIONTYPE] END AS [ActionTypeDescription], RTRIM(ISNULL([DAT].[SOURCE], CASE WHEN [DIA].[ACTIONID] IS NULL THEN 'IManage' ELSE '' END)) AS [DOCUMENTSOURCE], [RES].[CurrentVersion], [RES].[IsInDocFolder], [RES].[IsShared], [RES].[UniqueId] FROM @res [RES] LEFT OUTER JOIN [dbo].[DiaryAttachments] [DAT] INNER JOIN [dbo].[diary] [DIA] ON [DIA].[ACTIONID] = [DAT].[DIARYID] LEFT OUTER JOIN [dbo].[UNCAlias] [UNC] ON SUBSTRING([DAT].[FilePath], 2, 1) = ':' AND [UNC].[Drive] = SUBSTRING([DAT].[FilePath], 1, 1) ON [DAT].[TRACKREFERENCE] = [RES].[TrackReference] LEFT OUTER JOIN @classes [CLS] ON [CLS].[KeyhouseClass] = CASE WHEN ISNULL([RES].[DocClass], '') = '' THEN 0 ELSE 1 END AND [CLS].[IMClass] = CASE WHEN ISNULL([RES].[DocClass], '') = '' THEN 1 ELSE 0 END AND [CLS].[ClassCode] = CASE WHEN ISNULL([RES].[DocClass], '') = '' THEN [RES].[IMClass] ELSE [RES].[DocClass] END WHERE ( ( @SearchText = '' OR (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 LIKE '%' + @SearchText + '%') OR ([RES].[DocClass] LIKE '%' + @SearchText + '%') OR ([DIA].[SUBJECT] LIKE '%' + @SearchText + '%') OR ([RES].[Document] LIKE '%' + @SearchText + '%') OR ([RES].[DocumentDate] LIKE '%' + @SearchText + '%') ) AND ( ISNULL(@FileType, '') = '' OR ([RES].[TYPE] IN (select FileType from @FileTypeList )) ) ) ) SELECT * FROM DocumentTable WHERE [RowNumber] BETWEEN @StartRow AND @EndRow ORDER BY 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 'Document' THEN [Document] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'Document' THEN [Document] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'DocumentClassDescription' THEN [DocumentClassDescription] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'DocumentClassDescription' THEN [DocumentClassDescription] END END DESC OPTION (KEEPFIXED PLAN) --2018-02-26 END SELECT COUNT(*) AS [TotalRecord] FROM @res [RES] --bit confused, what the below commented statement do? no harm, since its commented. :-) --BEGIN -- DECLARE @WKCODE CHAR(4) -- DECLARE @MatterCode VARCHAR(20) -- DECLARE @folderid INT -- DECLARE @UseDocFolders VARCHAR(10) -- SELECT TOP 1 -- @UseDocFolders = CONVERT(VARCHAR(10), [KeyValue]) -- FROM [dbo].[Settings] [SET] -- WHERE [SET].[KeyName] = 'UseDocFolders' -- SET @UseDocFolders = CASE WHEN ISNULL(@UseDocFolders, '') = 'True' THEN 'True' ELSE 'False' END -- IF @UseDocFolders = 'False' -- BEGIN -- -- Dummy statement -- SELECT TOP 0 -- CONVERT(INT, 0) AS [id], -- CONVERT(INT, 0) AS [parent], -- CONVERT(VARCHAR(500), '') AS [foldername], -- CONVERT(INT, 0) AS [foldericon] -- RETURN -- END -- SELECT TOP 1 -- @MatterCode = [SM].[CODE], -- @WKCODE = [TMP].[WKCODE] -- FROM [dbo].[SearchMatters] SM -- INNER JOIN [dbo].[CaseMaster] CSM -- ON [CSM].[CSCODE] = SM.[Code] -- LEFT OUTER JOIN [dbo].[Templates] [TMP] -- ON [TMP].[WKCODE] = [CSM].[CSWKTCODE] -- WHERE [CSM].[CSCODE] = @matter -- IF @MatterCode IS NULL -- BEGIN -- -- Dummy statement -- SELECT TOP 0 -- CONVERT(INT, 0) AS [id], -- CONVERT(INT, 0) AS [parent], -- CONVERT(VARCHAR(500), '') AS [foldername], -- CONVERT(INT, 0) AS [foldericon] -- RETURN -- END -- SELECT TOP 1 -- @folderid = MDF.[DocFolderID] -- FROM [dbo].[MatterDocFolders] MDF -- WHERE [MDF].[MatterCode] = @MatterCode -- IF @folderid IS NULL -- BEGIN -- DECLARE @DefaultRootFolderName VARCHAR(500) -- SELECT @DefaultRootFolderName = CONVERT(VARCHAR(500), [SET].[KeyValue]) -- FROM [dbo].[Settings] [SET] -- WHERE [SET].[KeyName] = 'DocFolderDefaultRootName' -- SET @DefaultRootFolderName = RTRIM(ISNULL(@DefaultRootFolderName, 'Documents')) -- IF @WKCODE IS NULL -- BEGIN -- EXEC @folderid = [dbo].[KAAS_SaveDocFolderTree] '' -- UPDATE [DF] -- SET [DF].[foldername] = @DefaultRootFolderName -- FROM [dbo].[DocFolders] [DF] -- WHERE [DF].[id] = @folderid -- END -- ELSE -- BEGIN -- SELECT TOP 1 -- @folderid = CDF.[DocFolderID] -- FROM [dbo].[CasePlanDocFolders] CDF -- WHERE [CDF].[WKCode] = @WKCODE -- IF @folderid IS NULL -- BEGIN -- EXEC @folderid = [dbo].[KAAS_SaveDocFolderTree] '' --UPDATE [DF] -- SET [DF].[foldername] = @DefaultRootFolderName -- FROM [dbo].[DocFolders] [DF] -- WHERE [DF].[id] = @folderid -- INSERT -- INTO [dbo].[CasePlanDocFolders] -- ([WKCode], -- [DocFolderID]) -- SELECT @WKCODE, -- @folderid -- END -- DECLARE @DUP TABLE -- ([id] INT) -- INSERT INTO @DUP -- EXEC @folderid = [dbo].[KAAS_DuplicateDocFolderTree] @folderid -- END -- INSERT -- INTO [dbo].[MatterDocFolders] -- ([MatterCode], -- [DocFolderID]) -- SELECT @MatterCode, -- @folderid -- END IF ISNULL(@DocFolderID, 0) <> 0 BEGIN SELECT * FROM [dbo].[KAAS_FN_GetDocFolders](@matter, @DocFolderID, 1, 1) WHERE parent <> -1 END ELSE BEGIN SELECT TOP 0 CONVERT(INT, 0) AS [seq], CONVERT(INT, 0) AS [id], CONVERT(INT, 0) AS [parent], CONVERT(VARCHAR(500), '') AS [foldername], CONVERT(INT, 0) AS [foldericon], CONVERT(VARBINARY(MAX), NULL) AS [folderimage], CONVERT(BIT, 0) AS [foldershared], CONVERT(BIT, 0) AS [folderisours], CONVERT(INT, 0) AS [documentcount] END END GO IF OBJECT_ID(N'KAAS_GetDocumentVersioning',N'P')IS NOT NULL DROP PROCEDURE KAAS_GetDocumentVersioning GO CREATE PROCEDURE [dbo].[KAAS_GetDocumentVersioning] (@TrackReference INT, @IMDocID VARCHAR(500)) AS /***************************************************************************************** * * Gets the list of previous versions of a particular document and a comment to indicate * why the next version of that document was created. * * While it is easiest to create the records that way - A document with only ONE version * will only contain a record in DiaryAttachments and nothing in the DiaryAttachmentVersions * table - the end user would expect to see the reason for the creation of Version 2 displayed * next to Version 2, not Version 1, so in this SP all comments are shifted by one * version number. * * Date Modified by Description * 20May2019 Arun Copied from ky_NETSPGetDocumentVersioning *****************************************************************************************/ BEGIN DECLARE @CurVer INT DECLARE @DAV TABLE ([id] int identity(1, 1), [DAVID] int, [TrackReference] int, [IMDocID] VARCHAR(500), [Version] int, [FilePath] VARCHAR(255), [ShortComments] VARCHAR(200), [Comments] VARCHAR(MAX), [Timestamp] datetime, [Handler] VARCHAR(10), [HandlerName] VARCHAR(100)) SET @IMDocID = ISNULL(@IMDocID, '') SET @TrackReference = ISNULL(@Trackreference, 0) IF (@IMDocID <> '') BEGIN SELECT @CurVer = ISNULL(MAX(DAV.[Version]), 0) FROM [dbo].[DiaryAttachmentVersioning] DAV WHERE DAV.[TrackReference] = 0 AND DAV.[IMDocID] = @IMDocID END ELSE BEGIN SELECT @CurVer = ISNULL(MAX(DAV.[Version]), 0) FROM [dbo].[DiaryAttachmentVersioning] DAV WHERE DAV.[TrackReference] = @TrackReference AND DAV.[TrackReference] <> 0 END INSERT INTO @DAV ([DAVID], [TrackReference], [IMDocID], [Version], [FilePath], [ShortComments], [Comments], [Timestamp], [Handler], [HandlerName]) SELECT 0 AS [DAVID], DAT.[TRACKREFERENCE], '' AS [IMDocID], @CurVer + 1 AS [Version], CASE WHEN UNC.[UNC] IS NULL THEN RTRIM(ISNULL(DAT.[FILEPATH], '')) ELSE UNC.[UNC] + SUBSTRING(RTRIM(ISNULL(DAT.[FILEPATH], '')), 3, LEN(RTRIM(ISNULL(DAT.[FILEPATH], ''))) - 2) END AS [FILEPATH], [dbo].[KAAS_FN_RemoveSpuriousWhitespace](DAV.[Comments], 200) AS [ShortComments], DAV.[Comments] AS [Comments], DAT.[DATEENTERED] AS [Timestamp], RTRIM(ISNULL(HAN.[CODE], RTRIM(ISNULL(HAN2.[CODE], RTRIM(ISNULL(HAN3.[CODE], '')))))) AS [Handler], RTRIM(ISNULL(HAN.[NAME], RTRIM(ISNULL(HAN2.[NAME], RTRIM(ISNULL(HAN3.[NAME], CASE WHEN RTRIM(ISNULL(DAT.[ENTEREDBY], '')) = '' THEN '' ELSE UPPER(SUBSTRING(RTRIM(ISNULL(DAT.[ENTEREDBY], '')), 1, 1)) END + CASE WHEN LEN(RTRIM(ISNULL(DAT.[ENTEREDBY], ''))) < 2 THEN '' ELSE LOWER(SUBSTRING(RTRIM(ISNULL(DAT.[ENTEREDBY], '')), 2, LEN(RTRIM(ISNULL(DAT.[ENTEREDBY], ''))) - 1)) END )))))) AS [HandlerName] FROM [dbo].[DiaryAttachments] DAT INNER JOIN [dbo].[diary] DIA ON DIA.[ActionID] = DAT.[DiaryID] LEFT OUTER JOIN [dbo].[UNCAlias] UNC ON SUBSTRING(DAT.[FilePath], 2, 1) = ':' AND UNC.[Drive] = SUBSTRING(DAT.[FilePath], 1, 1) LEFT OUTER JOIN [dbo].[Handlers] HAN ON HAN.[CODE] = DAT.[ENTEREDBY] LEFT OUTER JOIN [dbo].[Handlers] HAN2 ON HAN2.[LOGON] = DAT.[ENTEREDBY] LEFT OUTER JOIN [dbo].[Handlers] HAN3 ON HAN3.[CODE] = DIA.[FNCODE] LEFT OUTER JOIN [dbo].[DiaryAttachmentVersioning] DAV ON DAV.[TrackReference] = @TrackReference AND DAV.[IMDocID] = @IMDocID AND DAV.[Version] = @CurVer WHERE DAT.[TRACKREFERENCE] = @TrackReference AND DAT.[TRACKREFERENCE] <> 0 IF (@IMDocID <> '') BEGIN INSERT INTO @DAV ([DAVID], [TrackReference], [IMDocID], [Version], [FilePath], [ShortComments], [Comments], [Timestamp], [Handler], [HandlerName]) SELECT DAV.[id], DAV.[TrackReference], DAV.[IMDOCID], DAV.[Version], DAV.[FilePath], [dbo].[KAAS_FN_RemoveSpuriousWhitespace](RTRIM(ISNULL(DAV2.[Comments], '')), 200) AS [ShortComments], RTRIM(ISNULL(DAV2.[Comments], '')), DAV.[Timestamp], DAV.[Handler], RTRIM(ISNULL(HAN.[NAME], '')) AS [HandlerName] FROM [dbo].[DiaryAttachmentVersioning] DAV LEFT OUTER JOIN [dbo].[Handlers] HAN ON HAN.[CODE] = DAV.[Handler] LEFT OUTER JOIN [dbo].[DiaryAttachmentVersioning] DAV2 ON DAV2.[TrackReference] = DAV.[TrackReference] AND DAV2.[IMDocID] = DAV.[IMDocID] AND DAV2.[Version] = DAV.[Version] - 1 WHERE DAV.[TrackReference] = 0 AND DAV.[IMDocID] = @IMDocID ORDER BY DAV.[Version] DESC END ELSE BEGIN INSERT INTO @DAV ([DAVID], [TrackReference], [IMDocID], [Version], [FilePath], [ShortComments], [Comments], [Timestamp], [Handler], [HandlerName]) SELECT DAV.[id], DAV.[TrackReference], DAV.[IMDOCID], DAV.[Version], DAV.[FilePath], [dbo].[KAAS_FN_RemoveSpuriousWhitespace](RTRIM(ISNULL(DAV2.[Comments], '')), 200) AS [ShortComments], RTRIM(ISNULL(DAV2.[Comments], '')), DAV.[Timestamp], DAV.[Handler], RTRIM(ISNULL(HAN.[NAME], '')) AS [HandlerName] FROM [dbo].[DiaryAttachmentVersioning] DAV LEFT OUTER JOIN [dbo].[Handlers] HAN ON HAN.[CODE] = DAV.[Handler] LEFT OUTER JOIN [dbo].[DiaryAttachmentVersioning] DAV2 ON DAV2.[TrackReference] = DAV.[TrackReference] AND DAV2.[IMDocID] = DAV.[IMDocID] AND DAV2.[Version] = DAV.[Version] - 1 WHERE DAV.[TrackReference] = @TrackReference AND DAV.[TrackReference] <> 0 ORDER BY DAV.[Version] DESC END SELECT [DAVID], [TrackReference], [IMDocID], [Version], [FilePath], [ShortComments], [Comments], [TimeStamp], [Handler], [HandlerName] FROM @DAV END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_GetDormantMatters' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_GetDormantMatters] END GO CREATE PROCEDURE [dbo].[KAAS_GetDormantMatters] ( @FECODE VARCHAR(20)) AS /******************************************************************************************************* * Gets a list of dormant matters. Return value is set to the number of matters. * * * * Stored Procedure Name : [dbo].[KAAS_GetDormantMatters] * * Copied from : [dbo].[ky_NETGetDormantMatters] * * * * Modification History : * * 2019-04-16 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON DECLARE @SQL NVARCHAR(MAX) SET @SQL = N' DECLARE @LastActionMonth INT DECLARE @GETDATE DATETIME SELECT @LastActionMonth = [KeyValue] FROM [dbo].[Settings] WHERE [KeyName] = ''LastActionMonth'' SET @LastActionMonth = ISNULL(@LastActionMonth, 6) SET @GETDATE = GETDATE() SELECT MAT.[Code], MAX(ISNULL(LST.[Date], MAT.[Started])) AS [LastActivity] FROM [dbo].[matters] AS MAT LEFT OUTER JOIN (SELECT TIE.[Matter], MAX(TIE.[DATE]) AS [Date] FROM [dbo].[TimeEntry] AS TIE GROUP BY TIE.[Matter] UNION SELECT DIA.[CASECODE], MAX(DIA.[DATE]) FROM [dbo].[diary] AS DIA GROUP BY DIA.[CASECODE] UNION SELECT UND.[MATTER], MAX(CASE WHEN UND.[DISCHARGEDATE] > UND.[UNDDATE] AND UND.[DISCHARGEDATE] > UND.[DATE] THEN UND.[DISCHARGEDATE] WHEN UND.[UNDDATE] > UND.[DISCHARGEDATE] AND UND.[UNDDATE] > UND.[DATE] THEN UND.[UNDDATE] ELSE UND.[DATE] END) FROM [dbo].Undertakings AS UND GROUP BY UND.[MATTER]' IF [dbo].[ISSAM4]() = 0 BEGIN SET @SQL = @SQL + N' UNION SELECT MTL.[MATTER], MAX(MTL.[DATE]) FROM [dbo].[MatterLedger] AS MTL GROUP BY MTL.[MATTER]' END ELSE BEGIN SET @SQL = @SQL + N' UNION SELECT TRN.[MatterCode], MAX(TRN.[TransDate]) FROM [dbo].[Transactions] AS TRN GROUP BY TRN.[MatterCode]' END SET @SQL = @SQL + N') AS LST ON LST.[Matter] = MAT.[Code] WHERE MAT.[Closed] <> ''Y'' AND (@FECODE IS NULL OR MAT.[FECode] = @FECODE) GROUP BY MAT.[Code], MAT.[Started] HAVING DATEDIFF(MONTH, MAX(ISNULL(LST.[Date], MAT.[Started])), @GETDATE) > @LastActionMonth' EXEC sp_executesql @SQL, N'@FECODE VARCHAR(20)', @FECODE = @FECODE RETURN @@ROWCOUNT SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_GetFileData', N'P') IS NOT NULL BEGIN DROP PROCEDURE [dbo].[KAAS_GetFileData] END GO CREATE PROCEDURE [dbo].[KAAS_GetFileData] (@FilePath NVARCHAR(MAX)) AS /******************************************************************************************************* * * * * * Stored Procedure Name : [dbo].[KAAS_GetFileData] * * Copied from : NA * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN DECLARE @NCOMMAND NVARCHAR(MAX) DECLARE @result INT SET @FilePath = REPLACE(@FilePath, '''', ''''''); SET @NCOMMAND = 'EXEC Master.dbo.xp_fileexist ''' + @FilePath + ''', @result OUTPUT PRINT @result' EXECUTE sp_executesql @NCOMMAND, N'@result INT OUTPUT', @result = @result OUTPUT IF (@result = 1) BEGIN SET @NCOMMAND = 'DECLARE @file AS VARBINARY(MAX); SELECT @file = CAST(bulkcolumn AS VARBINARY(MAX)) FROM OPENROWSET (BULK ''' + @FilePath + ''', SINGLE_BLOB) AS x; SELECT @file AS FileData' EXECUTE sp_executesql @NCOMMAND END END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_GetFileSharingTrackReferenceDocuments' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_GetFileSharingTrackReferenceDocuments] END GO CREATE PROCEDURE [dbo].[KAAS_GetFileSharingTrackReferenceDocuments] (@TrackReference INT) AS /************************************************************************************************************* * Stored Procedure Name : KAAS_GetFileSharingTrackReferenceDocuments * * Copied From : [dbo].[ky_NETSPGetFileSharingTrackReferenceDocuments] * * * * List the File Sharing IDs for the document with this Track Reference * * * * Compatibility information - PLEASE update older versions if necessary to ensure the compatible software * * remains fully functional * * ***************************************************************************************************** * * * * * * * Supersedes: - * * * * First compatible version: 5.5.1.2 * * * * Last compatible software version: - * * * * Superseded by: - * * * * * * * ***************************************************************************************************** * * * * Modification History * * 2017-07-21 Pino Carafa Created * * 2019-06-11 Vinodhan K Created * *************************************************************************************************************/ BEGIN SELECT [FSM].[FileSharingServersID], [FSD].[FileSharingDocumentID], [FSM].[FileSharingDocFoldersID], [FSD].[TrackReference] FROM [dbo].[DiaryAttachments] [DAT] INNER JOIN [dbo].[FileSharingDocuments] [FSD] INNER JOIN [dbo].[FileSharingMapping] [FSM] ON [FSM].[id] = [FSD].[FileSharingMappingID] ON [FSD].[TrackReference] = [DAT].[TrackReference] WHERE [DAT].[TrackReference] = @TrackReference END GO IF OBJECT_ID(N'[KAAS_GetFNLClientDetails]',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_GetFNLClientDetails] GO CREATE PROCEDURE KAAS_GetFNLClientDetails ( @Code NVARCHAR(20) ) AS /****************************************************************************************************************** * To Fetch the FNL Client detail from matters and Client. * * * * Stored Procedure Name: [dbo].[KAAS_GetFNLClientDetails] * * * * Modification History: * * 2019-07-23 Vinodhan K Created * ******************************************************************************************************************/ BEGIN SET NOCOUNT ON DECLARE @ClientCode NVARCHAR(20) SET @ClientCode= SUBSTRING(RTRIM(ISNULL(@Code,'')), 1,CHARINDEX('/', @Code)-1) SELECT * INTO #TABLE1 FROM( SELECT [CL].CLCODE AS ClientCode, [CL].CLNAME AS ClientName, [CL].CLADDR AS Address FROM Client [CL] WHERE [CL].CLCODE= @ClientCode )AS TBL SELECT * INTO #TABLE2 FROM( SELECT [MAT].Matter, [MAT].Description, [MAT].FECode FROM Matters[MAT] WHERE [MAT].Code=@Code ) AS TBL SELECT * FROM #TABLE1,#TABLE2 DROP TABLE #TABLE1,#TABLE2 SET NOCOUNT OFF END GO IF OBJECT_ID(N'[KAAS_GetFNLMatters]',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_GetFNLMatters] GO CREATE PROCEDURE KAAS_GetFNLMatters ( @Code NVARCHAR(20) ) AS /****************************************************************************************************************** * To Fetch the FNL detail from matters. * * * * Stored Procedure Name: [dbo].[KAAS_GetFNLMatters] * * Copied from : [dbo].[ky_NETGetFNLMatters] * * * * Modification History: * * 2019-07-19 Vinodhan K Created * ******************************************************************************************************************/ BEGIN SET NOCOUNT ON SELECT RTRIM(FNL_Name) AS 'FNLName', RTRIM(FNL_Address) AS 'FNLAddress', RTRIM(FNL_Date) AS 'Date', RTRIM(FNL_Fees) AS 'FNLFees', RTRIM(FNL_Outlay) AS 'FNLOutlay', RTRIM(FNL_VAT) AS 'FNLVat', RTRIM(FNL_Total) AS 'FNLTotal' FROM matters WHERE Code = @Code SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_GetFollowOnActions' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_GetFollowOnActions] END GO CREATE PROCEDURE [dbo].[KAAS_GetFollowOnActions] ( @ACTIONCODE varchar(15) ) AS /******************************************************************************************************* *To get any follow on actions available for given ActionCode * * Used in OWA * * * * Params: * * @ACTIONCODE * * * * Stored Procedure Name : [dbo].[KAAS_GetFollowOnActions] * * * * Modification History : * * 2019-05-07 Ramesh K Created * *******************************************************************************************************/ BEGIN SELECT RTRIM(ISNULL([TNA].[DECISION], '')) AS [Decision], RTRIM(ISNULL([TNA].[NEXTACTION], '')) AS [NextAction], [TNAC].[DESC] AS [NextActionDescription], [TAC].[NEXTACTIONOPTIONAL] AS [NEXTACTIONOPTIONAL] FROM [TemplateActions] [TAC] INNER JOIN [TemplateNextActions] [TNA] INNER JOIN [dbo].[TemplateActions] [TNAC] ON [TNAC].[ACTIONCODE] = [TNA].[NEXTACTION] ON [TNA].[ACTION] = [TAC].[ACTIONCODE] WHERE [TAC].[ACTIONCODE] = @ACTIONCODE END GO IF OBJECT_ID(N'KAAS_GetHandlerDefaultTask', N'P') IS NOT NULL BEGIN DROP PROCEDURE [dbo].[KAAS_GetHandlerDefaultTask] END GO CREATE PROCEDURE [dbo].[KAAS_GetHandlerDefaultTask] (@Code VARCHAR(15)) AS /******************************************************************************************************* * * * * * Stored Procedure Name : [dbo].[KAAS_GetHandlerDefaultTask] * * Copied from : NA * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT RTRIM(DEFAULTTASK) AS [DefaultTask] FROM Handlers WHERE RETIRED <> 'Y' AND CODE = @Code END GO IF OBJECT_ID(N'KAAS_GetHandlerLogon', N'P') IS NOT NULL BEGIN DROP PROCEDURE [dbo].[KAAS_GetHandlerLogon] END GO CREATE PROCEDURE [dbo].[KAAS_GetHandlerLogon] (@HandlerCode VARCHAR(10)) AS /******************************************************************************************************* * * * * * Stored Procedure Name : [dbo].[KAAS_GetHandlerLogon] * * Copied from : [dbo].[ky_NETGetHandlerLogon] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN DECLARE @PasswordExpiryDate INT SET @PasswordExpiryDate = ( SELECT ISNULL(KeyValue,60) FROM Settings WHERE [KeyName] = 'PasswordExpiryDays') DECLARE @COMMAND VARCHAR(MAX) SET @COMMAND = 'SELECT HLO.[HANDLER] AS [Handler], RTRIM(ISNULL(HAN.[NAME], '''')) AS [Name], RTRIM(ISNULL(HAN.[Email], '''')) AS [Email], REPLACE(ISNULL(RETIRED,''N''),'' '',''N'') AS [Retired], CASE WHEN RTRIM(ISNULL(HAN.[TYPE], '''')) = ''P'' THEN CONVERT(BIT, 1) WHEN RTRIM(ISNULL(HAN.[CODE], '''')) = ''ADM'' THEN CONVERT(BIT, 1) ELSE CONVERT(BIT, 0) END AS [IsPartner], ISNULL(GM.[BitWiseID], [dbo].[KAAS_FN_GetOldPermissions](RTRIM(ISNULL(HAN.[CODE], '''')))) AS [BitWiseId], UPPER(ISNULL(HAN.AutoLaunchTimer, ''N'')) AS [AutoLaunchTimer]' SET @COMMAND = @COMMAND + ', HLO.[Date] + '+ CONVERT(VARCHAR(5),ISNULL(@PasswordExpiryDate,'60')) +' AS [Date], ISNULL(HAN.[TYPE], '''') AS [Type] FROM [dbo].[Handlers] HAN LEFT OUTER JOIN [dbo].[HandlerNETLogons] HLO ON HLO.[HANDLER] = HAN.[CODE] LEFT OUTER JOIN [dbo].[HandlerNETGroupMembership] GM ON GM.[HANDLER] = HAN.[CODE] WHERE HAN.[CODE] = ''' + Replace(@HandlerCode, '''', '''''') + '''' EXEC (@COMMAND) END GO IF OBJECT_ID(N'[KAAS_GETHandlerRate]',N'P')IS NOT NULL DROP PROCEDURE [KAAS_GETHandlerRate] GO CREATE PROC [KAAS_GETHandlerRate] (@HandlerCode VARCHAR(10) ) AS /******************************************************************************************************* * Used to Get new Handler Rate. * * * * Stored Procedure Name : [dbo].[KAAS_GETHandlerRate] * * Copied from : [dbo].[ky_NETGETHandlerRate] * * * * Modification History : * * 2019-04-12 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT ISNULL(RATE,0) AS Rate FROM Handlers WHERE CODE=@HandlerCode END GO IF OBJECT_ID(N'KAAS_GetHandlerSettings', N'P') IS NOT NULL BEGIN DROP PROCEDURE [dbo].[KAAS_GetHandlerSettings] END GO CREATE PROCEDURE [dbo].[KAAS_GetHandlerSettings] ( @HandlerCode VARCHAR(10) ) AS /******************************************************************************************************* * * * * * Stored Procedure Name : [dbo].[KAAS_GetHandlerSettings] * * Copied from : NA * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON SELECT [Team], [TeamCode], [Dept], [Type], [Name], [DefaultTask], [Email] FROM Handlers WHERE [CODE] = @HandlerCode SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = 'KAAS_GetHandlersLookupList' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_GetHandlersLookupList] END GO CREATE PROCEDURE [dbo].[KAAS_GetHandlersLookupList] AS /******************************************************************************************************* * This sp is used to get handlers list for task page. * * * * Stored Procedure Name : [dbo].[KAAS_GetHandlersLookupList] * * Copied from : [dbo].[ky_NETGetHandlersLookupList] * * * * Modification History : * * 2019-04-12 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT RTRIM(ISNULL(HAN.[CODE], '')) AS [CODE], RTRIM(ISNULL(HAN.[NAME], '')) AS [NAME], RTRIM(ISNULL(HAN.[TEAM], '')) AS [TEAM], RTRIM(ISNULL(HAN.[LOGON], '')) AS [LOGON], RTRIM(ISNULL(HAN.[EXCHANGEALIAS], '')) AS [EXCHANGEALIAS], RTRIM(ISNULL(HAN.[RETIRED], '')) AS [RETIRED] , RTRIM(ISNULL(HAN.[TEAMCODE], 'N')) AS [TEAMCODE] FROM [dbo].[Handlers] HAN WHERE ISNULL(HAN.[RETIRED], 'N') <> 'Y' --AND ISNULL(TEAMCODE,'N') = 'N' 2016-10-13 do not reinstate ORDER BY RTRIM(ISNULL(HAN.[CODE], '')) END GO IF OBJECT_ID(N'KAAS_GetHandlersResource', N'P') IS NOT NULL BEGIN DROP PROCEDURE [dbo].[KAAS_GetHandlersResource] END GO CREATE PROCEDURE [dbo].[KAAS_GetHandlersResource] ( @CODE VARCHAR(15), @SearchText VARCHAR(4000) = '', @PageNumber INT = NULL, @PageSize INt = NULL) AS /************************************************************************************************************************* * To fetch the handler resource list available from the database excluding the currently logged in user * * * * Stored Procedure Name : [dbo].[KAAS_GetHandlersResource] * * Copied from : [dbo].[ky_NETGetHandlersResource] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * * 2019-08-05 Vinodhan K Modifed to list the handler list by recently selected handlers by the logged in user * *************************************************************************************************************************/ BEGIN DECLARE @StartRow INT; DECLARE @EndRow INT; SET @PageNumber = ISNULL(@PageNumber, 0) - 1; IF(@PageNumber > -1) BEGIN SET @StartRow = ((@PageNumber) * @PageSize) + 1; SET @EndRow = (@StartRow + @PageSize) - 1; END SELECT IDENTITY(INT, 1,1) AS [Row_Number], * INTO #FoundTable FROM (SELECT RTRIM(A.CODE) AS CODE, RTRIM(A.TEAM) AS TEAM, RTRIM(A.TEAMCODE) AS TEAMCODE, RTRIM(A.[NAME]) AS [NAME], RTRIM(A.LOGON) AS LOGON, RTRIM(A.EXCHANGEALIAS) AS EXCHANGEALIAS, RTRIM(A.RETIRED) AS RETIRED, RTRIM(B.HANDLER) AS HANDLER, RTRIM(B.NOOUTSTANDACTIONS) AS NOOUTSTANDACTIONS, RTRIM(A.DEFAULTTASK) AS DEFAULTTASK, C.AccessedTime AS AccessedTime FROM Handlers A LEFT JOIN NoOverDueTasks B ON A.CODE = B.HANDLER LEFT JOIN RecentHandlerList C ON C.Code = A.CODE AND C.AccessedBy = @CODE WHERE ( A.CODE LIKE '%' + @SearchText + '%' OR A.[NAME] LIKE '%' + @SearchText + '%' ) AND A.RETIRED <> 'Y' AND A.CODE <> @CODE) AS FoundTable ORDER BY FoundTable.AccessedTime DESC, CODE ASC SELECT * FROM #FoundTable A WHERE ( @StartRow IS NULL OR ( [Row_Number] BETWEEN @StartRow AND @EndRow ) ) SELECT (COUNT([Row_Number])) AS [TotalRecords] FROM #FoundTable END GO IF OBJECT_ID(N'KAAS_GetMatterDocFolderTree', N'P') IS NOT NULL BEGIN DROP PROCEDURE [dbo].[KAAS_GetMatterDocFolderTree] END GO CREATE PROCEDURE [dbo].[KAAS_GetMatterDocFolderTree] ( @matter VARCHAR(20) ) AS /******************************************************************************************************** * Gets the folder structure for a Matter. Creates it if it doesn't exist, use the CasePlan folder * * structure as a template. Create it too, if it doesn't exist. * * * * Stored Procedure Name : [dbo].[KAAS_GetMatterDocFolderTree] * * Copied from : [dbo].[ky_NETSPGetMatterDocFolderTree] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * * 2019-06-19 Vinodhan K Removed the condition to check whether UseDocFolders is set as True * * or False. For now it wil return the data even when it is set as False * *******************************************************************************************************/ BEGIN DECLARE @WKCODE CHAR(4) DECLARE @MatterCode VARCHAR(20) DECLARE @folderid INT SELECT TOP 1 @MatterCode = [SM].[CODE], @WKCODE = [TMP].[WKCODE] FROM [dbo].[SearchMatters] SM INNER JOIN [dbo].[CaseMaster] CSM ON [CSM].[CSCODE] = SM.[Code] LEFT OUTER JOIN [dbo].[Templates] [TMP] ON [TMP].[WKCODE] = [CSM].[CSWKTCODE] WHERE [CSM].[CSCODE] = @matter IF @MatterCode IS NULL BEGIN -- Dummy statement SELECT TOP 0 CONVERT(INT, 0) AS [id], CONVERT(INT, 0) AS [parent], CONVERT(VARCHAR(500), '') AS [foldername], CONVERT(INT, 0) AS [foldericon] RETURN END SELECT TOP 1 @folderid = MDF.[DocFolderID] FROM [dbo].[MatterDocFolders] MDF WHERE [MDF].[MatterCode] = @MatterCode IF @folderid IS NULL BEGIN DECLARE @DefaultRootFolderName VARCHAR(500) SELECT @DefaultRootFolderName = CONVERT(VARCHAR(500), [SET].[KeyValue]) FROM [dbo].[Settings] [SET] WHERE [SET].[KeyName] = 'DocFolderDefaultRootName' SET @DefaultRootFolderName = RTRIM(ISNULL(@DefaultRootFolderName, 'Documents')) IF @WKCODE IS NULL BEGIN EXEC @folderid = [dbo].[KAAS_SaveDocFolderTree] '' UPDATE [DF] SET [DF].[foldername] = @DefaultRootFolderName FROM [dbo].[DocFolders] [DF] WHERE [DF].[id] = @folderid END ELSE BEGIN SELECT TOP 1 @folderid = CDF.[DocFolderID] FROM [dbo].[CasePlanDocFolders] CDF WHERE [CDF].[WKCode] = @WKCODE IF @folderid IS NULL BEGIN EXEC @folderid = [dbo].[KAAS_SaveDocFolderTree] '' UPDATE [DF] SET [DF].[foldername] = @DefaultRootFolderName FROM [dbo].[DocFolders] [DF] WHERE [DF].[id] = @folderid INSERT INTO [dbo].[CasePlanDocFolders] ([WKCode], [DocFolderID]) SELECT @WKCODE, @folderid END DECLARE @DUP TABLE ([id] INT) INSERT INTO @DUP EXEC @folderid = [dbo].[KAAS_DuplicateDocFolderTree] @folderid END INSERT INTO [dbo].[MatterDocFolders] ([MatterCode], [DocFolderID]) SELECT @MatterCode, @folderid END SELECT * FROM [dbo].[KAAS_FN_GetDocFolders](@matter, @folderid, 1, 1) END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_GetMatterLedger' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_GetMatterLedger] END GO CREATE PROCEDURE [dbo].[KAAS_GetMatterLedger] ( @MatterCode VARCHAR(20), @PageNumber INT = NULL, @PageSize INT = NULL, @SearchText VARCHAR(400) = NULL, @SortColumn VARCHAR(50) = NULL, @SortDirection VARCHAR(10) = NULL ) AS /******************************************************************************************************* * * *Used to list the matter ledger * * * * Stored Procedure Name: [dbo].[KAAS_WebApi_DeleteOtherContacts] * * Copied From: [dbo].[ky_NETGetMatterLedger] * * * * Modification History: * * 2019-04-26 Vinodhan K Created * *******************************************************************************************************/ BEGIN DECLARE @SQL NVARCHAR(MAX) DECLARE @ISSAM4 BIT SELECT @ISSAM4 = [dbo].[ISSAM4]() DECLARE @StartRow INT; DECLARE @EndRow INT; SET @PageNumber = ISNULL(@PageNumber, 0) - 1; -- 0 BASED INDEX IF(@PageNumber > -1) BEGIN SET @StartRow = ((@PageNumber) * @PageSize) + 1; SET @EndRow = (@StartRow + @PageSize) - 1; END IF(@SortDirection = '' OR @SortDirection = NULL) BEGIN SET @SortDirection = 'ASC' END IF(RTRIM(ISNULL(@SearchText, '')) = '' OR RTRIM(@SearchText) = '') BEGIN SET @SearchText = '' END IF @ISSAM4 = 0 BEGIN SET @SQL = N' SELECT IDENTITY(INT, 1,1) AS [Row_Number], * INTO #MatterLedgerTable FROM (SELECT [MTL].[MATTER] AS [Matter], ISNULL([MTL].[BATCHNO], 0) AS [BATCHNO], ISNULL([MTL].[PREF], 0) AS [Pref], [MTL].[DATE] AS [Date], ISNULL([MTL].[REF], '''') AS [Reference], ISNULL([MTL].[NARR], '''') AS [Narrative], ISNULL([MTL].[VALUED], 0) AS [Billing], ISNULL([MTL].[VALUEO], 0) AS [OutLay], ISNULL([MTL].[VALUECC], 0) AS [ClientCurrent], ISNULL([MTL].[VALUECD], 0) AS [Deposit], ISNULL([MTL].[FEE], '''') AS [Fee], [MTL].[EntryDate] AS [EntryDate], ISNULL([MTL].[CLIENT], '''') AS [Client], ISNULL([MTL].[LREF], 0) AS [LRef], ISNULL([MTL].[BILLED], 0) AS [Billed], CASE WHEN CHARINDEX(''undertaking'', ISNULL([MTL].[NARR], '''')) > 0 THEN 1 WHEN ISNULL([MTL].[PREF], 0) = 0 THEN 0 ELSE 2 END AS [RowHighlight], ISNULL([BAH].[TYPE], '''') AS [Type], ISNULL([BAD].[OUTLAYCODE],'''') AS [OutlayCode], RTRIM(ISNULL([BAD].[OUTLAYDESC], '''')) AS [OutlayDesc], 0 AS [Unbilled] /* Not used in SAM3 */ FROM [dbo].[MatterLedger] AS [MTL] LEFT OUTER JOIN [dbo].[BatchH] AS [BAH] ON [BAH].[BATCHNO] = [MTL].[BATCHNO] AND [BAH].[BATCHNO] <> 0 OUTER APPLY (SELECT TOP 1 [BDL].[OUTLAYCODE], [OLC].[DESCRIPTION] AS [OUTLAYDESC] FROM [dbo].[BatchDetails] [BDL] LEFT OUTER JOIN [dbo].[OutlayCode] [OLC] ON [OLC].[CODE] = [BDL].[OUTLAYCODE] WHERE [BDL].[BATCHNO] = [MTL].[BATCHNO] AND [BDL].[PREF] = [MTL].[PREF] AND [BDL].[BATCHNO] <> 0) [BAD] WHERE ( @SearchText = '''' OR ( [MTL].[MATTER] LIKE ''%' + @SearchText + '%'' OR [MTL].[BATCHNO] LIKE ''%' + @SearchText + '%'' OR [MTL].[PREF] LIKE ''%' + @SearchText + '%'' OR [MTL].[DATE] LIKE ''%' + @SearchText + '%'' OR [MTL].[REF] LIKE ''%' + @SearchText + '%'' OR [MTL].[NARR] LIKE ''%' + @SearchText + '%'' OR [MTL].[VALUED] LIKE ''%' + @SearchText + '%'' OR [MTL].[VALUEO] LIKE ''%' + @SearchText + '%'' OR [MTL].[VALUECC] LIKE ''%' + @SearchText + '%'' OR [MTL].[VALUECD] LIKE ''%' + @SearchText + '%'' OR [MTL].[FEE] LIKE ''%' + @SearchText + '%'' OR [MTL].[EntryDate] LIKE ''%' + @SearchText + '%'' OR [MTL].[CLIENT] LIKE ''%' + @SearchText + '%'' OR [MTL].[LREF] LIKE ''%' + @SearchText + '%'' OR [MTL].[BILLED] LIKE ''%' + @SearchText + '%'' OR [BAH].[TYPE] LIKE ''%' + @SearchText + '%'' OR [BAD].[OUTLAYCODE] LIKE ''%' + @SearchText + '%'' OR [BAD].[OUTLAYDESC] LIKE ''%' + @SearchText + '%'' ) ) AND [MTL].[MATTER] = @MatterCode) AS FoundTable' IF((@SortColumn IS NULL) AND (RTRIM(@SortColumn) = '')) BEGIN SET @SQL = @SQL + ' ORDER BY [Matter] ASC, [Date] ASC, [LRef] ASC' END IF((@SortColumn IS NOT NULL) AND (RTRIM(@SortColumn) != '')) BEGIN SET @SQL = @SQL + ' ORDER BY ' + @SortColumn + ' ' + @SortDirection END SET @SQL = @SQL +' SELECT * FROM #MatterLedgerTable WHERE ( @StartRow IS NULL OR ( [Row_Number] BETWEEN @StartRow AND @EndRow ) ) SELECT (COUNT([Row_Number])) AS [TotalRecords] FROM #MatterLedgerTable' SET @SQL = @SQL +' SELECT TOP 1 ISNULL([MAT].[ClientMin], 0) AS [ClientMin], ISNULL([MTL].[BillingSum], 0) AS [BillingSum], ISNULL([MTL].[OutlaySum], 0) AS [OutlaySum], ISNULL([MTL].[CurrentSum], 0) AS [CurrentSum], ISNULL([MTL].[DepositSum], 0) AS [DepositSum], ISNULL([UND].[Undertakings], 0) AS [Undertakings], 0 AS [WIP] FROM [dbo].[matters] AS [MAT] OUTER APPLY (SELECT SUM(ISNULL(MTL.[VALUED], 0)) AS [BillingSum], SUM(ISNULL(MTL.[VALUEO], 0)) AS [OutlaySum], SUM(ISNULL(MTL.[VALUECC], 0)) AS [CurrentSum], SUM(ISNULL(MTL.[VALUECD], 0)) AS [DepositSum] FROM [dbo].[MatterLedger] AS MTL WHERE MTL.[MATTER] = @MatterCode) AS MTL OUTER APPLY (SELECT COUNT(1) AS [Undertakings] FROM [dbo].[Undertakings] AS UND WHERE UND.[MATTER] = @MatterCode AND UND.[DISCHARGEDATE] IS NULL) AS UND WHERE MAT.[Code] = @MatterCode' END ELSE BEGIN SET @SQL = N' SELECT IDENTITY(INT, 1,1) AS [Row_Number], * INTO #MatterLedgerTable FROM (SELECT TRN.[MatterCode] AS [Matter], ISNULL(TRN.[BatchNo], 0) AS [BATCHNO], ISNULL(TRN.[PostRef], 0) AS [Pref], TRN.[TransDate] AS [Date], ISNULL(TRN.[TransRef], '''') AS [Reference], ISNULL(TRN.[Narrative], '''') AS [Narrative], ISNULL(TRN.[DebtorsValue], 0) AS [Billing], ISNULL(TRN.[OutlayValue], 0) AS [OutLay], ISNULL(TRN.[ClientCurrent], 0) AS [ClientCurrent], ISNULL(TRN.[ClientDeposit], 0) AS [Deposit], ISNULL(TRN.[FeeEarner], '''') AS [Fee], TRN.[EntryDate] AS [EntryDate], ISNULL(MAT.[ClientCode], '''') AS [Client], ISNULL(TRN.[XnID], 0) AS [LRef], '''' AS [Billed], /* Not used in SAM4 */ CASE WHEN CHARINDEX(''undertaking'', ISNULL(TRN.[Narrative], '''')) > 0 THEN 1 WHEN ISNULL(TRN.[PostRef], 0) = 0 THEN 0 ELSE 2 END AS [RowHighlight], ISNULL(TRN.[XnType], '''') AS [Type], ISNULL(TRN.[OutlayCode], '''') AS [OutlayCode], [TRN].[Seq] AS [Seq], RTRIM(ISNULL([OLC].[DESCRIPTION], '''')) AS [OutlayDesc], CASE WHEN TRN.[XnType] IN (''P'', ''B'', ''J'') AND ISNULL(TRN.[OutlayValue], 0) <> 0 AND ISNULL(TRN.[BilledOutlay], 0) = 0 THEN 1 WHEN TRN.[XnType] IN (''P'', ''B'', ''J'') AND ISNULL(TRN.[OutlayValue], 0) <> 0 AND ISNULL(TRN.[BilledOutlay], 0) <> ISNULL(TRN.[OutlayValue], 0) THEN 2 ELSE 0 END AS [Unbilled] FROM [dbo].[matters] AS MAT INNER JOIN [dbo].[Transactions] AS TRN LEFT OUTER JOIN [dbo].[OutlayCode] [OLC] ON [OLC].[OutlayCode] = [TRN].[OutlayCode] ON MAT.[Code] = TRN.[MatterCode] WHERE ( @SearchText = '''' OR ( [TRN].[MatterCode] LIKE ''%' + @SearchText + '%'' OR [TRN].[BatchNo] LIKE ''%' + @SearchText + '%'' OR [TRN].[PostRef] LIKE ''%' + @SearchText + '%'' OR [TRN].[TransDate] LIKE ''%' + @SearchText + '%'' OR [TRN].[TransRef] LIKE ''%' + @SearchText + '%'' OR [TRN].[Narrative] LIKE ''%' + @SearchText + '%'' OR [TRN].[DebtorsValue] LIKE ''%' + @SearchText + '%'' OR [TRN].[OutlayValue] LIKE ''%' + @SearchText + '%'' OR [TRN].[ClientCurrent] LIKE ''%' + @SearchText + '%'' OR [TRN].[ClientDeposit] LIKE ''%' + @SearchText + '%'' OR [TRN].[FeeEarner] LIKE ''%' + @SearchText + '%'' OR [TRN].[EntryDate] LIKE ''%' + @SearchText + '%'' OR [MAT].[ClientCode] LIKE ''%' + @SearchText + '%'' OR [TRN].[XnID] LIKE ''%' + @SearchText + '%'' OR [TRN].[XnType] LIKE ''%' + @SearchText + '%'' OR [TRN].[OutlayCode] LIKE ''%' + @SearchText + '%'' OR [TRN].[BilledOutlay] LIKE ''%' + @SearchText + '%'' OR [OLC].[DESCRIPTION] LIKE ''%' + @SearchText + '%'' ) ) AND MAT.[Code] = @MatterCode AND TRN.[Posted] = ''Y'' AND TRN.[RecType] <> ''V'' AND TRN.[CorrectionInd] IN (''L'', ''C'')) AS FoundTable' IF((@SortColumn IS NULL) AND (RTRIM(@SortColumn) = '')) BEGIN SET @SQL = @SQL + ' ORDER BY [Matter] ASC, [Date] ASC, [Seq] ASC, [LRef] ASC' END IF((@SortColumn IS NOT NULL) AND (RTRIM(@SortColumn) != '')) BEGIN SET @SQL = @SQL + ' ORDER BY ' + @SortColumn + ' ' + @SortDirection END SET @SQL = @SQL + ' SELECT * FROM #MatterLedgerTable WHERE ( @StartRow IS NULL OR ( [Row_Number] BETWEEN @StartRow AND @EndRow ) ) SELECT (COUNT([Row_Number])) AS [TotalRecords] FROM #MatterLedgerTable' SET @SQL = @SQL + ' SELECT ISNULL(MAT.[ClientMin], 0) AS [ClientMin], 0.00 AS [BillingSum], /* These balances aren''t used in SAM4. They are calculated on the client machine */ 0.00 AS [OutlaySum], 0.00 AS [CurrentSum], 0.00 AS [DepositSum], ISNULL(UND.[Count], 0) AS [Undertakings], ISNULL(TIE.[WIP], 0) AS [WIP] FROM [dbo].[matters] AS MAT OUTER APPLY (SELECT COUNT(1) AS [Count] FROM [dbo].[Undertakings] AS UND WHERE UND.[MATTER] = @MatterCode AND UND.[DISCHARGEDATE] IS NULL) AS UND OUTER APPLY (SELECT SUM(ISNULL(TIE.[Charge], 0)) AS [WIP] FROM [dbo].[TimeEntry] AS TIE WHERE TIE.[Matter] = @MatterCode AND TIE.[InvoiceNo] = 0 AND TIE.[Rec_Irr] = ''C'' AND TIE.[IncludeInBill] <> 2 AND TIE.[TimeOrCharge] IN (''T'', ''C'')) AS TIE WHERE MAT.[Code] = @MatterCode' END IF ISNULL(@SQL, '') <> '' BEGIN EXEC sp_executesql @SQL, N'@MatterCode VARCHAR(20), @SearchText VARCHAR(400), @SortColumn VARCHAR(50), @SortDirection VARCHAR(10), @StartRow INT, @EndRow INT', @MatterCode = @matterCode, @SearchText = @searchText, @SortColumn = @sortColumn, @SortDirection = @sortDirection, @StartRow = @startRow, @EndRow = @endRow END END GO IF OBJECT_ID(N'KAAS_GetMatterLedgerDetail', N'P') IS NOT NULL BEGIN DROP PROCEDURE [dbo].[KAAS_GetMatterLedgerDetail] END GO CREATE PROCEDURE [dbo].[KAAS_GetMatterLedgerDetail] (@MatterCode VARCHAR(20)) AS /****************************************************************************************************************** * * * Used to fetch matter ledger and account summary details * * * * Stored Procedure Name: [dbo].[KAAS_GetMatterLedgerDetail] * * Copied from : [dbo].[ky_NETGetMatterLedger] * * [dbo].[ky_NETGetMatterLedgerSAM4] * * * * Modification History: * * 2019-04-26 Vinodhan K Created * ******************************************************************************************************************/ BEGIN DECLARE @IsSAM4 bit DECLARE @Query NVARCHAR(200) SET @IsSAM4 = [dbo].[ISSAM4]() EXECUTE KAAS_GetMatterLedger @MatterCode /*Account Summary*/ DECLARE @NCOMMAND nvarchar(MAX) DECLARE @DraftBillValue DECIMAL(18, 2) IF @IsSAM4 = 0 BEGIN SET @NCOMMAND = N' SELECT @DraftBillValue = ISNULL(SUM(ISNULL(BD.[NET], 0)), 0) + ISNULL(SUM(ISNULL(BD.[VATVALUE], 0)), 0) FROM [dbo].[BillHeader] HED INNER JOIN [dbo].[BillDetails] BD ON BD.[DRAFTNO] = HED.[DRAFTNO] WHERE HED.[MATTER] = @MatterCode AND HED.[BILLNO] = 0' END ELSE BEGIN SET @NCOMMAND = N' SELECT @DraftBillValue = ISNULL(SUM(ISNULL(BD.[NetValue], 0)), 0) + ISNULL(SUM(ISNULL(BD.[VatValue], 0)), 0) FROM [dbo].[BillHead] HED INNER JOIN [dbo].[BillDetail] BD ON BD.[BillID] = HED.[BillingID] WHERE HED.[MatterCode] = @MatterCode AND HED.[BillStatus] <> ''Approved'' AND ISNULL(HED.[ProForma], '''') = ''Y''' END EXECUTE sp_executesql @NCOMMAND, N'@MatterCode VARCHAR(20),@DraftBillValue DECIMAL(18, 2) OUTPUT', @MatterCode = @MatterCode, @DraftBillValue=@DraftBillValue OUTPUT DECLARE @Section68 VARCHAR(10) DECLARE @IsApproved VARCHAR(10) DECLARE @TimeBal INT DECLARE @ChargeBal DECIMAL(19, 2) DECLARE @TotalCharge Decimal(19, 2) DECLARE @TotalTime INT --Matter values that are re-used elsewhere in this procedure. SELECT @Section68 = ISNULL(MAT.[Section68],''), @IsApproved = ISNULL(CON.[Approved],'') FROM [dbo].[matters] MAT LEFT OUTER JOIN [dbo].[Contacts] CON ON CON.[Code] = MAT.[ClientCode] WHERE MAT.[Code] = @MatterCode DECLARE @LDIADATE DATETIME DECLARE @LDIAACTIONTYPE VARCHAR(1) DECLARE @LDIATEXT1 VARCHAR(MAX) DECLARE @LDIAFNCODE VARCHAR(10) SELECT TOP 1 @LDIADATE = LDIA.[DATE], @LDIAACTIONTYPE = LDIA.[ACTIONTYPE], @LDIATEXT1 = LDIA.[TEXT1], @LDIAFNCODE = LDIA.[FNCODE] FROM [dbo].[diary] LDIA WHERE LDIA.[CASECODE] = @MatterCode ORDER BY LDIA.[DATE] DESC DECLARE @MDIADATE DATETIME DECLARE @MDIAACTIONTYPE VARCHAR(1) DECLARE @MDIATEXT1 VARCHAR(MAX) DECLARE @MDIAFNCODE VARCHAR(10) SELECT TOP 1 @MDIADATE= MDIA.[DATE], @MDIAACTIONTYPE = MDIA.[ACTIONTYPE], @MDIATEXT1 = MDIA.[TEXT1], @MDIAFNCODE = MDIA.[FNCODE] FROM [dbo].[diary] MDIA WHERE MDIA.[CASECODE] = @MatterCode AND MDIA.[HIGHLIGHTED] = 'Y' ORDER BY MDIA.[DATE] DESC DECLARE @NDIADATE DATETIME DECLARE @NDIAACTIONTYPE VARCHAR(1) DECLARE @NDIATEXT1 VARCHAR(MAX) DECLARE @NDIAFNCODE VARCHAR(10) SELECT TOP 1 @NDIADATE = NDIA.[DATE], @NDIAACTIONTYPE = NDIA.[ACTIONTYPE], @NDIATEXT1 = NDIA.[TEXT1], @NDIAFNCODE = NDIA.[FNCODE] FROM dbo.[diary] NDIA WHERE NDIA.[CASECODE] = @MatterCode AND NDIA.[STATUS] = 0 ORDER BY NDIA.[DATE] ASC DECLARE @TIEDATE DATETIME --Pino 2015-05-27 Start --SELECT @TIEDATE = (MAX(TIE.[DATE])) -- FROM [dbo].[TimeEntry] TIE -- WHERE TIE.[Matter] = @MatterCode IF [dbo].[ISSAM4]() = 0 BEGIN SET @NCOMMAND = N' SELECT @TIEDATE = MAX(CASE WHEN DLG.[DATE] IS NULL THEN CONVERT(DATETIME, NULL) WHEN DLG.[DATE] > GETDATE() THEN CONVERT(DATETIME, NULL) ELSE DLG.[DATE] END) FROM [dbo].[DebtorsLedger] DLG WHERE DLG.[MATTER] = @MatterCode' END ELSE BEGIN SET @NCOMMAND = N' SELECT @TIEDATE = MAX(CASE WHEN TRN.[TransDate] IS NULL THEN CONVERT(DATETIME, NULL) WHEN TRN.[TransDate] > GETDATE() THEN CONVERT(DATETIME, NULL) ELSE TRN.[TransDate] END) FROM [dbo].[Transactions] TRN WHERE TRN.[Posted] = ''Y'' AND TRN.[MatterCode] = @MatterCode AND TRN.[DebtorsValue] <> 0 AND TRN.[CorrectionInd] = ''L'' AND ( ( TRN.[XnType] = ''I'' AND TRN.[RecType] = ''H'') OR ( TRN.[XnType] = ''J'' AND TRN.[RecType] = ''D''))' END EXECUTE sp_executesql @NCOMMAND, N'@MatterCode VARCHAR(20), @TIEDATE DATETIME OUTPUT', @MatterCode = @MatterCode, @TIEDATE = @TIEDATE OUTPUT --Pino 2015-05-27 End DECLARE @LastTimeEntryDate DATETIME DECLARE @LastTimeEntryTime INT DECLARE @LastTimeEntryRate DECIMAL(10, 2) DECLARE @LastTimeEntryCharge DECIMAL(10, 2) DECLARE @LastTimeEntryTask VARCHAR(6) DECLARE @LastTimeEntryComment VARCHAR(1000) DECLARE @LastTimeEntryFE VARCHAR(10) DECLARE @TimeEntryTotalCharge DECIMAL(19, 2) DECLARE @TimeEntryTotalTime INT SELECT TOP (1) @LastTimeEntryDate = TIE.[DATE], @LastTimeEntryTime = TIE.[Time], @LastTimeEntryRate = TIE.[Rate], @LastTimeEntryCharge = TIE.[Charge], @LastTimeEntryTask = TIE.[Task], @LastTimeEntryComment = TIE.[Comment], @LastTimeEntryFE = TIE.[FeeEarn] FROM [dbo].[TimeEntry] TIE WHERE TIE.[Matter] = @MatterCode AND ( (TIE.[TimeOrCharge] = 'T') OR (TIE.[TimeOrCharge] = 'C')) --**Changed fetch condition JIRA 1081 - arun ORDER BY TIE.[Date] DESC, TIE.[Time] DESC SET @LastTimeEntryRate = ISNULL(@LastTimeEntryRate, 0) SET @LastTimeEntryCharge = ISNULL(@LastTimeEntryCharge, 0) -- Please see also: ky_NETFNMatterClosable. If you change any of these calculations, -- ensure the ones in there are changed as well. -- ky_NETPMatterClosable. If you change any of these calculations, -- ensure the ones in there are changed as well. -- ky_NETTLFetchTimeEntry. If you change any of these calculations, -- ensure the ones in there are changed as well. SELECT @TimeEntryTotalCharge = ISNULL(SUM(ISNULL(TIE.[Charge], 0)), 0), @TimeEntryTotalTime = ISNULL(SUM(ISNULL(TIE.[TIME], 0)), 0), @TotalCharge = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N' THEN 0 ELSE ISNULL(TIE.[Charge], 0) END), 0), @ChargeBal = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N' THEN 0 WHEN @IsSAM4 = 1 AND ISNULL(TIE.[InvoiceNo], 0) <> 0 THEN 0 WHEN @IsSAM4 = 1 THEN ISNULL(TIE.[Charge], 0) ELSE ISNULL(TIE.[Charge], 0) - ISNULL(TIE.[BilledAmount], 0) END), 0), @TimeBal = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N' THEN 0 WHEN @IsSAM4 = 1 AND ISNULL(TIE.[InvoiceNo], 0) <> 0 THEN 0 WHEN @IsSAM4 = 0 THEN CASE WHEN TIE.[Charge] = 0 THEN 0 ELSE CONVERT(INT, FLOOR(CONVERT(DECIMAL(18, 2), TIE.[TIME]) * ( (TIE.[Charge] - TIE.[BilledAmount]) / TIE.[Charge]))) END ELSE ISNULL(TIE.[Time], 0) END), 0), @TotalTime = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N' THEN 0 ELSE ISNULL(TIE.[Time], 0) END), 0) FROM [dbo].[TimeEntry] TIE WHERE TIE.[Matter] = @MatterCode AND ( (TIE.[TimeOrCharge] = 'T') OR (TIE.[TimeOrCharge] = 'C')) --**Changed fetch condition JIRA 1081 - arun DECLARE @DebtBal DECIMAL(19, 2) DECLARE @OutlayBal DECIMAL(19, 2) DECLARE @DebtBalDate DATETIME DECLARE @OutlayBalDate DATETIME DECLARE @ClientCurrent DECIMAL(19, 2) DECLARE @ClientDeposit DECIMAL(19, 2) -- Please see also: ky_NETFNMatterClosable. If you change any of these calculations, -- ensure the ones in there are changed as well. -- ky_NETTLFetchTimeEntry. If you change any of these calculations, -- ensure the ones in there are changed as well. -- To ensure SAM3 will retrieve these from [dbo].[matters] SET @DebtBal = 0 SET @OutlayBal = 0 SET @ClientCurrent = 0 SET @ClientDeposit = 0 IF @IsSAM4 = 1 BEGIN SET @NCOMMAND = N' SELECT @DebtBal = CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(TRN.[DebtorsValue], 0)), 0)), @DebtBalDate = MAX(CASE WHEN ISNULL(TRN.[DebtorsValue], 0) = 0 THEN NULL ELSE TRN.[TransDate] END), @OutlayBal = CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(TRN.[OutlayValue], 0)), 0)), @OutlayBalDate = MAX(CASE WHEN ISNULL(TRN.[OutlayValue], 0) = 0 THEN NULL ELSE TRN.[TransDate] END), @ClientCurrent = CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(TRN.[ClientCurrent], 0)), 0)), @ClientDeposit = CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(TRN.[ClientDeposit], 0)), 0)) FROM [dbo].[Transactions] TRN WHERE TRN.[MatterCode] = @MatterCode AND TRN.[Posted] = ''Y'' AND TRN.[RecType] <> ''V'' AND TRN.[CorrectionInd] = ''L''' EXECUTE sp_executesql @NCOMMAND, N'@MatterCode VARCHAR(20), @DebtBal DECIMAL(19, 2) OUTPUT, @DebtBalDate DATETIME OUTPUT, @OutlayBal DECIMAL(19, 2) OUTPUT, @OutlayBalDate DATETIME OUTPUT, @ClientCurrent DECIMAL(19, 2) OUTPUT, @ClientDeposit DECIMAL(19, 2) OUTPUT', @MatterCode = @MatterCode, @DebtBal = @DebtBal OUTPUT, @DebtBalDate = @DebtBalDate OUTPUT, @OutlayBal = @OutlayBal OUTPUT, @OutlayBalDate = @OutlayBalDate OUTPUT, @ClientCurrent = @ClientCurrent OUTPUT, @ClientDeposit = @ClientDeposit OUTPUT END --Result Set 0 --Matter Data SELECT RTRIM(ISNULL(MAT.[Code], '')) AS [Code], RTRIM(ISNULL(MAT.[Description], '')) AS [Description], RTRIM(ISNULL(MAT.[ClientCode], '')) AS [ClientCode], RTRIM(ISNULL(CLT.[CLNAME], '')) AS [CLName], RTRIM(ISNULL(CLT.[CLADDR], '')) AS [CLAddr], RTRIM(ISNULL(MAT.[FECode], '')) AS [FECode], RTRIM(ISNULL(HAN.[NAME], '')) AS [HandlerName], RTRIM(ISNULL(MAT.[Dept], '')) AS [Dept], RTRIM(ISNULL(DPT.[DESC], '')) AS [Desc], RTRIM(MAT.WType) AS [WType], RTRIM(ISNULL(WKT.[DESC], '')) AS [WorkType], MAT.[Started] AS [Started], MAT.[EstFee] AS [EstFee], MAT.[ExpBillD] AS [ExpBillD], CONVERT(DECIMAL(19, 2), CASE WHEN @DebtBal <> 0 THEN @DebtBal ELSE ISNULL(MAT.[DebtBal], 0) END) AS [DebtBal], CONVERT(DECIMAL(19, 2), CASE WHEN @OutlayBal <> 0 THEN @OutlayBal ELSE ISNULL(MAT.[OutlayBal], 0) END) AS [OutlayBal], MAT.[OutlayBud] AS [OutlayBud], CONVERT(DECIMAL(19, 2), CASE WHEN @ClientCurrent <> 0 THEN @ClientCurrent + @ClientDeposit WHEN @ClientDeposit <> 0 THEN @ClientCurrent + @ClientDeposit ELSE ISNULL(MAT.[ClientBal], 0) END) AS [ClientBal], CONVERT(DECIMAL(19, 2), CASE WHEN @ClientCurrent <> 0 THEN @ClientCurrent ELSE ISNULL(MAT.[ClientCurBal], 0) END) AS [ClientCurBal], CONVERT(DECIMAL(19, 2), CASE WHEN @ClientDeposit <> 0 THEN @ClientDeposit ELSE ISNULL(MAT.[ClientDepBal], 0) END) AS [ClientDepBal], MAT.[StatuteLimits] AS [StatuteLimits], RTRIM(ISNULL(MAT.[User1], '')) AS [User1], RTRIM(ISNULL(MAT.[User2], '')) AS [User2], RTRIM(ISNULL(MAT.[User3], '')) AS [User3], MAT.[Value] AS [Value], @TimeBal AS [TimeBal], CASE WHEN LEN(@TimeBal / 60) < 2 THEN '0' + CAST(@TimeBal / 60 AS VARCHAR) ELSE CAST(@TimeBal / 60 AS VARCHAR) END + ':' + SUBSTRING(CONVERT(VARCHAR(3), 100 + CONVERT(INT, @TimeBal) % 60), 2, 2) AS [TimeBalHours], @ChargeBal AS [ChargeBal], CASE WHEN LEN(@TotalTime / 60) < 2 THEN '0' + CAST(@TotalTime / 60 AS VARCHAR) ELSE CAST(@TotalTime / 60 AS VARCHAR) END + ':' + SUBSTRING(CONVERT(VARCHAR(3), 100 + CONVERT(INT, @TotalTime) % 60), 2, 2) AS [TotalHours], @TotalCharge AS [TotalCharge], MAT.[FileColour] AS [FileColour], RTRIM(ISNULL(MAT.[OldRef], '')) AS [OldRef], RTRIM(ISNULL(MAT.[Status], '')) AS [Status], MAT.[StatuteLimits] AS [StatuteLims], RTRIM(ISNULL(MAT.[Comment], '')) AS [Comment], @DraftBillValue AS [DraftBillTotal], @TIEDATE AS [LastBillDate], @LDIADATE AS [LastActionDate], RTRIM(ISNULL(@LDIAActionType, '')) AS [LastActionType], RTRIM(ISNULL(@LDIATEXT1, '')) AS [LastActionText], RTRIM(ISNULL(@LDIAFNCODE, '')) AS [LastActionFE], @MDIADATE AS [LastMilestoneDate], RTRIM(ISNULL(@MDIAActionType, '')) AS [LastMilestoneType], RTRIM(ISNULL(@MDIATEXT1, '')) AS [LastMilestoneText], RTRIM(ISNULL(@MDIAFNCODE, '')) AS [LastMilestoneFE], @NDIADATE AS [NextActionDate], RTRIM(ISNULL(@NDIAActionType, '')) AS [NextActionType], RTRIM(ISNULL(@NDIATEXT1, '')) AS [NextActionText], RTRIM(ISNULL(@NDIAFNCODE, '')) AS [NextActionFE], @LastTimeEntryDate AS [LastTimeEntryDate], @LastTimeEntryTime AS [LastTimeEntryTime], @LastTimeEntryRate AS [LastTimeEntryRate], @LastTimeEntryCharge AS [LastTimeEntryCharge], @LastTimeEntryTask AS [LastTimeEntrytask], @LastTimeEntryComment AS [LastTimeEntryComment], @LastTimeEntryFE AS [LastTimeEntryFE], @TimeEntryTotalCharge AS [TimeEntryTotalCharge], @TimeEntryTotalTime AS [TotalTime], STC.[DESCRIPTION] AS [StatusCodeDescription], CSM.[CSWKTCODE] AS [CSWKTCode], TMP.[WKDESC] AS [WKDesc], CASE WHEN MAT.[ShowCommentInAlarm] = 'Y' THEN 'True' ELSE 'False' END AS [ShowCommentInAlarm], RTRIM(ISNULL(FCL.[COLOURDESC], '')) AS [FileColourDescription], ISNULL(FCL.[RGBColour], -1) AS [FileColourRGB], @Section68 AS [Section68], @IsApproved AS [IsApproved] FROM dbo.[matters] MAT LEFT JOIN dbo.[WorkTypes] WKT ON WKT.[CODE] = MAT.[WType] LEFT OUTER JOIN dbo.[Departments] DPT ON DPT.[CODE] = MAT.[Dept] LEFT OUTER JOIN dbo.[Handlers] HAN ON HAN.[CODE] = MAT.[FECode] LEFT OUTER JOIN dbo.[client] CLT ON CLT.[CLCODE] = MAT.[ClientCode] LEFT OUTER JOIN dbo.[StatusCodes] STC ON STC.[CODE] = MAT.[Status] LEFT OUTER JOIN dbo.[CaseMaster] CSM LEFT OUTER JOIN dbo.[Templates] TMP ON TMP.[WKCODE] = CSM.[CSWKTCODE] ON CSM.[CSCODE] = MAT.[Code] LEFT OUTER JOIN [dbo].[FileColours] FCL ON FCL.[COLOURCODE] = MAT.[FileColour] WHERE MAT.[Code] = @MatterCode --Result Set 6 --Total Time [Activity] SELECT CASE WHEN LEN(TIES.[TOTALTIME] / 60) < 2 THEN '0' + CAST(TIES.[TOTALTIME] / 60 AS VARCHAR) ELSE CAST(TIES.[TOTALTIME] / 60 AS VARCHAR) END + ':' + SUBSTRING(CONVERT(VARCHAR(3), 100 + (TIES.[TOTALTIME] % 60)), 2, 2) AS [ActivityTotalTime], TIES.[Value] AS [ActivityTotalValue] FROM ( SELECT ISNULL(SUM(ISNULL(TIE.[TIME], 0)), 0) AS [TOTALTIME], SUM(CONVERT(DECIMAL(18, 2), ISNULL(TIE.[Charge], 0))) AS [Value] FROM [dbo].[matters] MAT INNER JOIN [dbo].[TimeEntry] TIE ON TIE.[MATTER] = MAT.[Code] WHERE TIE.[MATTER] = @MatterCode AND ( (TIE.[TimeOrCharge] = 'T') OR (TIE.[TimeOrCharge] = 'C')) AND TIE.[TASK] <> 'WRI') TIES --Result Set 7 --Write off time SELECT TIES.[WriteOffValue] As [WriteOffValue] FROM ( SELECT SUM(CONVERT(DECIMAL(18, 2), ISNULL(TIE.[Charge], 0))) AS [WriteOffValue] FROM [dbo].[matters] MAT INNER JOIN [dbo].[TimeEntry] TIE ON TIE.[MATTER] = MAT.[Code] WHERE TIE.[MATTER] = @MatterCode AND ( (TIE.[TimeOrCharge] = 'T') OR (TIE.[TimeOrCharge] = 'C')) AND TIE.[Task] = 'WRI') TIES -- PLEASE NOTE THAT THE CALCULATION BELOW IS ALSO USED IN ky_NETTLFetchTimeEntry, so -- please modify both procedures if this needs to be changed. -- Result Set 10 -- The fees issued to date IF @IsSAM4 = 0 BEGIN SET @NCOMMAND = N' SELECT ISNULL(SUM((CASE WHEN HED.[INVCR] = ''I'' THEN TRN.[VALUE] ELSE TRN.[VALUE] * - 1 END)), 0) AS [FeesIssued] FROM [dbo].[BatchH] HED INNER JOIN [dbo].[BatchDetails] TRN ON TRN.[BATCHNO] = HED.[BATCHNO] WHERE HED.[MATTER] = @MatterCode AND HED.[POSTED] = ''Y'' AND TRN.[TYPE] = ''I'' AND TRN.[OUTLAY] = ''F''' END ELSE BEGIN SET @NCOMMAND = N' DECLARE @TotalFeesBilled DECIMAL(22, 2) SELECT @TotalFeesBilled = ISNULL(SUM(ISNULL(TRN.[FeesBilled], 0) * ISNULL(TRN.[DrCr], 1) * (-1)), 0) FROM [dbo].[TransactionsHeaders] HED INNER JOIN [dbo].[Transactions] TRN ON TRN.[BatchNo] = HED.[BatchNo] AND TRN.[RecType] = ''D'' AND TRN.[LineType] = ''F'' AND TRN.[XnType] = ''I'' AND TRN.[Posted] = ''Y'' AND ( TRN.[CorrectionInd] = ''L'' OR TRN.[CorrectionInd] = ''X'') WHERE HED.[MatterCode] = @MatterCode --values imported from Axxia SELECT @TotalFeesBilled = @TotalFeesBilled + ISNULL(SUM(ISNULL(TRN.[FeesBilled], 0) * ISNULL(TRN.[DrCr], 1) * (-1)), 0) FROM [dbo].[Transactions] TRN LEFT OUTER JOIN [dbo].[TransactionsHeaders] HED ON HED.[BatchNo] = TRN.[BatchNo] WHERE TRN.[MatterCode] = @MatterCode AND TRN.[RecType] = ''D'' AND TRN.[LineType] = ''F'' AND TRN.[XnType] = ''I'' AND TRN.[Posted] = ''Y'' AND ( TRN.[CorrectionInd] = ''L'' OR TRN.[CorrectionInd] = ''X'') AND HED.[BatchNo] IS NULL SELECT @TotalFeesBilled AS [FeesIssued]' END EXECUTE sp_executesql @NCOMMAND, N'@MatterCode VARCHAR(20)', @MatterCode = @MatterCode -- Result Set 11 -- Current outstanding fees IF @IsSAM4 = 0 BEGIN SET @NCOMMAND = N' SELECT CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(DTL.[OSFees], 0)), 0)) AS [OSFees] FROM [dbo].[DebtorsLedger] DTL WHERE DTL.[matter] = @MatterCode' END ELSE BEGIN SET @NCOMMAND = N' SELECT CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(TRN.[FeesOS], 0)), 0)) AS [OSFees] FROM [dbo].[Transactions] TRN WHERE TRN.[MatterCode] = @MatterCode AND TRN.[Posted] = ''Y'' AND TRN.[RecType] <> ''V'' AND TRN.[CorrectionInd] = ''L''' END EXECUTE sp_executesql @NCOMMAND, N'@MatterCode VARCHAR(20)', @MatterCode = @MatterCode SELECT @IsSAM4 AS [IsSAM4] END GO IF OBJECT_ID(N'KAAS_GetMatterLedgerDetail_Web', N'P') IS NOT NULL BEGIN DROP PROCEDURE [dbo].[KAAS_GetMatterLedgerDetail_Web] END GO CREATE PROCEDURE [dbo].[KAAS_GetMatterLedgerDetail_Web] ( @MatterCode VARCHAR(20), @PageNumber INT = NULL, @PageSize INT = NULL, @SearchText VARCHAR(400) = NULL, @SortColumn VARCHAR(50) = NULL, @SortDirection VARCHAR(10) = NULL ) AS /****************************************************************************************************************** * * * Used to fetch matter ledger and account summary details * * * * Stored Procedure Name: [dbo].[KAAS_GetMatterLedgerDetail_Web] * * Copied from : [dbo].[ky_NETGetMatterLedger] * * [dbo].[ky_NETGetMatterLedgerSAM4] * * * * Modification History: * * 2019-06-05 Vinodhan K Created * ******************************************************************************************************************/ BEGIN DECLARE @IsSAM4 bit DECLARE @Query NVARCHAR(200) SET @IsSAM4 = [dbo].[ISSAM4]() EXECUTE KAAS_GetMatterLedger @MatterCode, @PageNumber, @PageSize, @SearchText, @SortColumn, @SortDirection /*Account Summary*/ DECLARE @NCOMMAND nvarchar(MAX) DECLARE @DraftBillValue DECIMAL(18, 2) IF @IsSAM4 = 0 BEGIN SET @NCOMMAND = N' SELECT @DraftBillValue = ISNULL(SUM(ISNULL(BD.[NET], 0)), 0) + ISNULL(SUM(ISNULL(BD.[VATVALUE], 0)), 0) FROM [dbo].[BillHeader] HED INNER JOIN [dbo].[BillDetails] BD ON BD.[DRAFTNO] = HED.[DRAFTNO] WHERE HED.[MATTER] = @MatterCode AND HED.[BILLNO] = 0' END ELSE BEGIN SET @NCOMMAND = N' SELECT @DraftBillValue = ISNULL(SUM(ISNULL(BD.[NetValue], 0)), 0) + ISNULL(SUM(ISNULL(BD.[VatValue], 0)), 0) FROM [dbo].[BillHead] HED INNER JOIN [dbo].[BillDetail] BD ON BD.[BillID] = HED.[BillingID] WHERE HED.[MatterCode] = @MatterCode AND HED.[BillStatus] <> ''Approved'' AND ISNULL(HED.[ProForma], '''') = ''Y''' END EXECUTE sp_executesql @NCOMMAND, N'@MatterCode VARCHAR(20),@DraftBillValue DECIMAL(18, 2) OUTPUT', @MatterCode = @MatterCode, @DraftBillValue=@DraftBillValue OUTPUT DECLARE @Section68 VARCHAR(10) DECLARE @IsApproved VARCHAR(10) DECLARE @TimeBal INT DECLARE @ChargeBal DECIMAL(19, 2) DECLARE @TotalCharge Decimal(19, 2) DECLARE @TotalTime INT --Matter values that are re-used elsewhere in this procedure. SELECT @Section68 = ISNULL(MAT.[Section68],''), @IsApproved = ISNULL(CON.[Approved],'') FROM [dbo].[matters] MAT LEFT OUTER JOIN [dbo].[Contacts] CON ON CON.[Code] = MAT.[ClientCode] WHERE MAT.[Code] = @MatterCode DECLARE @LDIADATE DATETIME DECLARE @LDIAACTIONTYPE VARCHAR(1) DECLARE @LDIATEXT1 VARCHAR(MAX) DECLARE @LDIAFNCODE VARCHAR(10) SELECT TOP 1 @LDIADATE = LDIA.[DATE], @LDIAACTIONTYPE = LDIA.[ACTIONTYPE], @LDIATEXT1 = LDIA.[TEXT1], @LDIAFNCODE = LDIA.[FNCODE] FROM [dbo].[diary] LDIA WHERE LDIA.[CASECODE] = @MatterCode ORDER BY LDIA.[DATE] DESC DECLARE @MDIADATE DATETIME DECLARE @MDIAACTIONTYPE VARCHAR(1) DECLARE @MDIATEXT1 VARCHAR(MAX) DECLARE @MDIAFNCODE VARCHAR(10) SELECT TOP 1 @MDIADATE= MDIA.[DATE], @MDIAACTIONTYPE = MDIA.[ACTIONTYPE], @MDIATEXT1 = MDIA.[TEXT1], @MDIAFNCODE = MDIA.[FNCODE] FROM [dbo].[diary] MDIA WHERE MDIA.[CASECODE] = @MatterCode AND MDIA.[HIGHLIGHTED] = 'Y' ORDER BY MDIA.[DATE] DESC DECLARE @NDIADATE DATETIME DECLARE @NDIAACTIONTYPE VARCHAR(1) DECLARE @NDIATEXT1 VARCHAR(MAX) DECLARE @NDIAFNCODE VARCHAR(10) SELECT TOP 1 @NDIADATE = NDIA.[DATE], @NDIAACTIONTYPE = NDIA.[ACTIONTYPE], @NDIATEXT1 = NDIA.[TEXT1], @NDIAFNCODE = NDIA.[FNCODE] FROM dbo.[diary] NDIA WHERE NDIA.[CASECODE] = @MatterCode AND NDIA.[STATUS] = 0 ORDER BY NDIA.[DATE] ASC DECLARE @TIEDATE DATETIME --Pino 2015-05-27 Start --SELECT @TIEDATE = (MAX(TIE.[DATE])) -- FROM [dbo].[TimeEntry] TIE -- WHERE TIE.[Matter] = @MatterCode IF [dbo].[ISSAM4]() = 0 BEGIN SET @NCOMMAND = N' SELECT @TIEDATE = MAX(CASE WHEN DLG.[DATE] IS NULL THEN CONVERT(DATETIME, NULL) WHEN DLG.[DATE] > GETDATE() THEN CONVERT(DATETIME, NULL) ELSE DLG.[DATE] END) FROM [dbo].[DebtorsLedger] DLG WHERE DLG.[MATTER] = @MatterCode' END ELSE BEGIN SET @NCOMMAND = N' SELECT @TIEDATE = MAX(CASE WHEN TRN.[TransDate] IS NULL THEN CONVERT(DATETIME, NULL) WHEN TRN.[TransDate] > GETDATE() THEN CONVERT(DATETIME, NULL) ELSE TRN.[TransDate] END) FROM [dbo].[Transactions] TRN WHERE TRN.[Posted] = ''Y'' AND TRN.[MatterCode] = @MatterCode AND TRN.[DebtorsValue] <> 0 AND TRN.[CorrectionInd] = ''L'' AND ( ( TRN.[XnType] = ''I'' AND TRN.[RecType] = ''H'') OR ( TRN.[XnType] = ''J'' AND TRN.[RecType] = ''D''))' END EXECUTE sp_executesql @NCOMMAND, N'@MatterCode VARCHAR(20), @TIEDATE DATETIME OUTPUT', @MatterCode = @MatterCode, @TIEDATE = @TIEDATE OUTPUT --Pino 2015-05-27 End DECLARE @LastTimeEntryDate DATETIME DECLARE @LastTimeEntryTime INT DECLARE @LastTimeEntryRate DECIMAL(10, 2) DECLARE @LastTimeEntryCharge DECIMAL(10, 2) DECLARE @LastTimeEntryTask VARCHAR(6) DECLARE @LastTimeEntryComment VARCHAR(1000) DECLARE @LastTimeEntryFE VARCHAR(10) DECLARE @TimeEntryTotalCharge DECIMAL(19, 2) DECLARE @TimeEntryTotalTime INT SELECT TOP (1) @LastTimeEntryDate = TIE.[DATE], @LastTimeEntryTime = TIE.[Time], @LastTimeEntryRate = TIE.[Rate], @LastTimeEntryCharge = TIE.[Charge], @LastTimeEntryTask = TIE.[Task], @LastTimeEntryComment = TIE.[Comment], @LastTimeEntryFE = TIE.[FeeEarn] FROM [dbo].[TimeEntry] TIE WHERE TIE.[Matter] = @MatterCode AND ( (TIE.[TimeOrCharge] = 'T') OR (TIE.[TimeOrCharge] = 'C')) --**Changed fetch condition JIRA 1081 - arun ORDER BY TIE.[Date] DESC, TIE.[Time] DESC SET @LastTimeEntryRate = ISNULL(@LastTimeEntryRate, 0) SET @LastTimeEntryCharge = ISNULL(@LastTimeEntryCharge, 0) -- Please see also: ky_NETFNMatterClosable. If you change any of these calculations, -- ensure the ones in there are changed as well. -- ky_NETPMatterClosable. If you change any of these calculations, -- ensure the ones in there are changed as well. -- ky_NETTLFetchTimeEntry. If you change any of these calculations, -- ensure the ones in there are changed as well. SELECT @TimeEntryTotalCharge = ISNULL(SUM(ISNULL(TIE.[Charge], 0)), 0), @TimeEntryTotalTime = ISNULL(SUM(ISNULL(TIE.[TIME], 0)), 0), @TotalCharge = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N' THEN 0 ELSE ISNULL(TIE.[Charge], 0) END), 0), @ChargeBal = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N' THEN 0 WHEN @IsSAM4 = 1 AND ISNULL(TIE.[InvoiceNo], 0) <> 0 THEN 0 WHEN @IsSAM4 = 1 THEN ISNULL(TIE.[Charge], 0) ELSE ISNULL(TIE.[Charge], 0) - ISNULL(TIE.[BilledAmount], 0) END), 0), @TimeBal = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N' THEN 0 WHEN @IsSAM4 = 1 AND ISNULL(TIE.[InvoiceNo], 0) <> 0 THEN 0 WHEN @IsSAM4 = 0 THEN CASE WHEN TIE.[Charge] = 0 THEN 0 ELSE CONVERT(INT, FLOOR(CONVERT(DECIMAL(18, 2), TIE.[TIME]) * ( (TIE.[Charge] - TIE.[BilledAmount]) / TIE.[Charge]))) END ELSE ISNULL(TIE.[Time], 0) END), 0), @TotalTime = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N' THEN 0 ELSE ISNULL(TIE.[Time], 0) END), 0) FROM [dbo].[TimeEntry] TIE WHERE TIE.[Matter] = @MatterCode AND ( (TIE.[TimeOrCharge] = 'T') OR (TIE.[TimeOrCharge] = 'C')) --**Changed fetch condition JIRA 1081 - arun DECLARE @DebtBal DECIMAL(19, 2) DECLARE @OutlayBal DECIMAL(19, 2) DECLARE @DebtBalDate DATETIME DECLARE @OutlayBalDate DATETIME DECLARE @ClientCurrent DECIMAL(19, 2) DECLARE @ClientDeposit DECIMAL(19, 2) -- Please see also: ky_NETFNMatterClosable. If you change any of these calculations, -- ensure the ones in there are changed as well. -- ky_NETTLFetchTimeEntry. If you change any of these calculations, -- ensure the ones in there are changed as well. -- To ensure SAM3 will retrieve these from [dbo].[matters] SET @DebtBal = 0 SET @OutlayBal = 0 SET @ClientCurrent = 0 SET @ClientDeposit = 0 IF @IsSAM4 = 1 BEGIN SET @NCOMMAND = N' SELECT @DebtBal = CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(TRN.[DebtorsValue], 0)), 0)), @DebtBalDate = MAX(CASE WHEN ISNULL(TRN.[DebtorsValue], 0) = 0 THEN NULL ELSE TRN.[TransDate] END), @OutlayBal = CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(TRN.[OutlayValue], 0)), 0)), @OutlayBalDate = MAX(CASE WHEN ISNULL(TRN.[OutlayValue], 0) = 0 THEN NULL ELSE TRN.[TransDate] END), @ClientCurrent = CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(TRN.[ClientCurrent], 0)), 0)), @ClientDeposit = CONVERT(DECIMAL(19, 2), ISNULL(SUM(ISNULL(TRN.[ClientDeposit], 0)), 0)) FROM [dbo].[Transactions] TRN WHERE TRN.[MatterCode] = @MatterCode AND TRN.[Posted] = ''Y'' AND TRN.[RecType] <> ''V'' AND TRN.[CorrectionInd] = ''L''' EXECUTE sp_executesql @NCOMMAND, N'@MatterCode VARCHAR(20), @DebtBal DECIMAL(19, 2) OUTPUT, @DebtBalDate DATETIME OUTPUT, @OutlayBal DECIMAL(19, 2) OUTPUT, @OutlayBalDate DATETIME OUTPUT, @ClientCurrent DECIMAL(19, 2) OUTPUT, @ClientDeposit DECIMAL(19, 2) OUTPUT', @MatterCode = @MatterCode, @DebtBal = @DebtBal OUTPUT, @DebtBalDate = @DebtBalDate OUTPUT, @OutlayBal = @OutlayBal OUTPUT, @OutlayBalDate = @OutlayBalDate OUTPUT, @ClientCurrent = @ClientCurrent OUTPUT, @ClientDeposit = @ClientDeposit OUTPUT END SELECT @IsSAM4 AS [IsSAM4] END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_GetMatterPrivilegeGroups' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_GetMatterPrivilegeGroups] END GO CREATE PROCEDURE [dbo].[KAAS_GetMatterPrivilegeGroups] (@matter VARCHAR(20)) AS /******************************************************************************************************* * Lists the privilege groups in the system, AND whether the matter passed in through @matter is * * part of these groups. * * * * Stored Procedure Name : [dbo].[KAAS_GetMatterPrivilegeGroups] * * Copied from : [dbo].[ky_NETSPGetMatterPrivilegeGroups] * * * * Modification History : * * 2019-05-21 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT CONVERT(VARCHAR(20), RTRIM(ISNULL(MAT.[Code], ''))) AS [MATTER], SNG.[GroupID], SNG.[BitWiseID], SNG.[GroupName], CASE WHEN MNP.[MATTER] IS NULL THEN 'NOT SET' WHEN MNP.[Privileges] IS NULL THEN 'NOT SET' WHEN MNP.[Privileges] = 0 THEN 'NOT SET' WHEN MNP.[Privileges] & SNG.[BitWiseID] <> 0 THEN 'YES' ELSE 'NO' END AS [IsInGroup] FROM [dbo].[matters] MAT CROSS APPLY [dbo].[SecurityNetGroups] SNG LEFT OUTER JOIN [dbo].[MatterNETPrivileges] MNP ON MNP.[MATTER] = MAT.[Code] WHERE MAT.[Code] = @matter END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_GetMostRecentMatterHeader' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_GetMostRecentMatterHeader] END GO CREATE PROCEDURE [KAAS_GetMostRecentMatterHeader] (@handler VARCHAR(10)) AS /******************************************************************************************************* * Get the Header details for the Most Recent Matter for a handler * * * * Stored Procedure Name : [dbo].[KAAS_GetMostRecentMatterHeader] * * Copied from : [dbo].[ky_NETPGetMostRecentMatterHeader] * * * * Modification History : * * 2019-04-12 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT TOP 1 [KHD].[CODE], [KHD].[ClientCode], [KHD].[MatterNo], [KHD].[YourRef], [KHD].[DESCRIPTION], [KHD].[FECode], [KHD].[FEName], [KHD].[Name], [KHD].[TelNo], [KHD].[Address], [KHD].[Closed], [KHD].[TOOLTIP], [KHD].[IsChildcare], [KHD].[User1], [KHD].[User2], [KHD].[User3], [KHD].[Partner], [KHD].[PartnerName], [KHD].[CompBillingMatter], [KHD].[MatterUniqueID] FROM [dbo].[RecentMatterList] [RML] CROSS APPLY [dbo].[KAAS_FN_MatterHeaderDetails]([RML].[MATTER]) [KHD] WHERE [RML].[FEE] = @handler ORDER BY [RML].[DateField] DESC END GO IF OBJECT_ID(N'KAAS_GetMyDayBook', N'P') IS NOT NULL BEGIN DROP PROCEDURE [dbo].[KAAS_GetMyDayBook] END GO CREATE PROCEDURE [dbo].[KAAS_GetMyDayBook] (@FECode VARCHAR(10), @Post CHAR(1) = 'N', @Handler NVARCHAR(10), @Key NVARCHAR(100), @SearchText VARCHAR(4000) = '', @PageNumber INT = NULL, @PageSize INT = NULL, @SortColumn VARCHAR(50) = NULL, @SortDirection VARCHAR(10) = NULL) AS /******************************************************************************************************* * Gets the Day Book * * * * Stored Procedure Name : [dbo].[KAAS_GetMyDayBook] * * Copied from : [dbo].[ky_NETGetMyDayBook] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * * 2019-07-02 Vinodhan K Case Time format has been modifed to "00:00" * *******************************************************************************************************/ BEGIN DECLARE @StartRow INT; DECLARE @EndRow INT; SET @PageNumber = ISNULL(@PageNumber, 0) - 1; -- 0 BASED INDEX IF(@PageNumber > -1) BEGIN SET @StartRow = ((@PageNumber) * @PageSize) + 1; SET @EndRow = (@StartRow + @PageSize) - 1; END IF(@SortColumn = '' OR @SortColumn = NULL) BEGIN SET @SortColumn = 'Row_Number' END IF(@SortDirection = '' OR @SortDirection = NULL) BEGIN SET @SortDirection = 'ASC' END DECLARE @DayBookValue INT SELECT @DayBookValue = ISNULL(SUM([TDB].[Time]), 0) FROM [dbo].[Timedaybook] [TDB] WITH (NOLOCK) WHERE [TDB].[FeeEarn] = @FECode IF(@DayBookValue = 0) BEGIN SET @DayBookValue=1 END DECLARE @DAYBOOK TABLE ([Row_Number] INT IDENTITY(1, 1) NOT NULL, [Time] INT NOT NULL, [CaseTime] VARCHAR(60) NOT NULL, [MatterDetails] VARCHAR(500) NOT NULL, [Progress] INT NOT NULL, [StopwatchStatus] INT NOT NULL, [RecordID] INT NOT NULL PRIMARY KEY, [DATE] DATETIME NOT NULL, [MATTER] VARCHAR(20) NOT NULL, [DisplayMatter] VARCHAR(20) NOT NULL, [Name] VARCHAR(256) NOT NULL, [COMMENT] VARCHAR(1000) NOT NULL, [CHARGE] DECIMAL(10, 2) NOT NULL, [TimeOrCharge] VARCHAR(1) NOT NULL, [Post] VARCHAR(1) NOT NULL) DECLARE @DAYBOOKSUM TABLE ([id] INT IDENTITY(1, 1) NOT NULL PRIMARY KEY, [RecordID] INT NOT NULL, [Time] INT NOT NULL, [OriginalTime] INT NOT NULL, [TotalTimeMinusOne] INT NOT NULL) INSERT INTO @DAYBOOK ([Time], [CaseTime], [MatterDetails], [Progress], [StopwatchStatus], [RecordID], [DATE], [MATTER], [DisplayMatter], [Name], [COMMENT], [CHARGE], [TimeOrCharge], [Post]) SELECT [TDB].[Time], CASE WHEN [TDB].[Time] < 0 THEN '-' ELSE '' END + --RIGHT('00' + CAST(FLOOR(ABS([TDB].[Time]) / 60) AS VARCHAR), 3) --SUBSTRING(CONVERT(VARCHAR, FLOOR(ABS([TDB].[Time]) / 60)), LEN(CONVERT(VARCHAR, FLOOR(ABS([TDB].[Time]) / 60))) - 1, 2) CASE WHEN LEN(FLOOR(ABS([TDB].[Time]) / 60)) < 2 THEN '0' + CAST(FLOOR(ABS([TDB].[Time])) / 60 AS VARCHAR) ELSE CAST(FLOOR(ABS([TDB].[Time])) / 60 AS VARCHAR) END + ':' + SUBSTRING ( CONVERT(VARCHAR, 100 + ABS([TDB].[Time]) % 60), LEN(CONVERT(VARCHAR, 100 + ABS([TDB].[Time]) % 60)) - 1, 2 ) AS [CaseTime], [dbo].[KAAS_FN_RemoveSpuriousWhitespace] --2018-03-12 ( RTRIM(ISNULL([CON].[Name], '')) + ' ' + RTRIM(ISNULL([MAT].[Description], '')), 500 ) AS [MatterDetails], 0 AS [Progress], ISNULL([TDB].[StopwatchStatus], 0) AS [StopwatchStatus], [TDB].[RecordID] AS [RecordID], [TDB].[Date] AS [DATE], [TDB].[Matter] AS [Matter], CASE WHEN [TDB].[Matter] = '~' THEN 'Admin Time' ELSE [TDB].[Matter] END AS [DisplayMatter], RTRIM(ISNULL([CON].[Name],'')) AS [Name], RTRIM(ISNULL([TDB].[Comment], '')) AS [COMMENT], [TDB].[Charge] AS [CHARGE], UPPER([TDB].[TimeOrCharge]) AS [TimeorCharge], CASE WHEN RTRIM(UPPER(ISNULL([TDB].[Post], ''))) = 'N' THEN 'N' ELSE 'Y' END AS [Post] FROM [dbo].[TimeDayBook] [TDB] WITH (NOLOCK) LEFT OUTER JOIN [dbo].[matters] [MAT] WITH (NOLOCK) ON [MAT].[Code] = [TDB].[Matter] LEFT OUTER JOIN [dbo].[Contacts] [CON] WITH (NOLOCK) ON [CON].[Code] = [MAT].[ClientCode] WHERE ( RTRIM(ISNULL([CON].[Name],'')) LIKE '%' + @SearchText + '%' OR RTRIM(ISNULL([MAT].[Description],'')) LIKE '%' + @SearchText + '%' OR RTRIM(ISNULL([TDB].[Matter],'')) LIKE '%' + @SearchText + '%' OR RTRIM(ISNULL([TDB].[Comment],'')) LIKE '%' + @SearchText + '%' ) AND [TDB].[FeeEarn] = @FECode AND ISNULL([TDB].[Post], 'Y') IN ('Y', @Post) ORDER BY [TDB].[RecordID] INSERT INTO @DAYBOOKSUM ([RecordID], [Time], [OriginalTime], [TotalTimeMinusOne]) SELECT [TDB].[RecordID], 0, ISNULL([TDB].[Time], 0), 0 FROM @DAYBOOK [TDB] ORDER BY [TDB].[RecordID] DECLARE @TOTALTIME INT SET @TOTALTIME = 0 UPDATE [DBS] SET @TOTALTIME = @TOTALTIME + ISNULL([DBSPREV].[OriginalTime], 0), [DBS].[TotalTimeMinusOne] = @TOTALTIME FROM @DAYBOOKSUM [DBS] LEFT OUTER JOIN @DAYBOOKSUM [DBSPREV] ON [DBSPREV].[id] = [DBS].[id] - 1 UPDATE [DBS] SET [DBS].[Time] = [DBS].[OriginalTime] + [DBS].[TotalTimeMinusOne] FROM @DAYBOOKSUM [DBS] -- This will guarantee that the percentages in [Progress] will always add up to exactly 100 UPDATE [TDB] SET [TDB].[Progress] = CONVERT(INT, ROUND((CONVERT(FLOAT, [TDBS].[Time]) / CONVERT(FLOAT, @DayBookValue)) * CONVERT(FLOAT, 100), 0)) --The current cumulative percentage - CONVERT(INT, ROUND((CONVERT(FLOAT, [TDBS].[Time] - [TDB].[Time]) / CONVERT(FLOAT, @DayBookValue)) * CONVERT(FLOAT, 100), 0)) -- minus the last cumulative percentage FROM @DAYBOOKSUM [TDBS] INNER JOIN @DAYBOOK [TDB] ON [TDB].[RecordID] = [TDBS].[RecordID] --CROSS APPLY (SELECT ISNULL(SUM([TDBP].[Time]), 0) AS [Time] -- FROM @DAYBOOK [TDBP] -- WHERE [TDBP].[RecordID] <= [TDB].[RecordID]) [TDBS] SELECT [TDB].[Row_Number], [TDB].[Time], [TDB].[CaseTime], [TDB].[MatterDetails], [TDB].[Progress], [TDB].[StopwatchStatus], [TDB].[RecordID], [TDB].[DATE], [TDB].[MATTER], [TDB].[DisplayMatter], [TDB].[Name], [TDB].[COMMENT], [TDB].[CHARGE], [TDB].[TimeOrCharge], [TDB].[Post] FROM @DAYBOOK [TDB] WHERE ( @StartRow IS NULL OR ( [Row_Number] BETWEEN @StartRow AND @EndRow ) ) ORDER BY CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'Row_Number' THEN [Row_Number] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'Row_Number' THEN [Row_Number] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'Date' THEN [DATE] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'Date' THEN [DATE] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'DisplayMatter' THEN [DisplayMatter] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'DisplayMatter' THEN [DisplayMatter] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'Name' THEN [Name] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'Name' THEN [Name] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'MatterDetails' THEN [MatterDetails] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'MatterDetails' THEN [MatterDetails] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'Comment' THEN [Comment] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'Comment' THEN [Comment] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'Charge' THEN [Charge] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'Charge' THEN [Charge] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'CaseTime' THEN [CaseTime] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'CaseTime' THEN [CaseTime] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'Progress' THEN [Progress] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'Progress' THEN [Progress] END END DESC SELECT [TDB].[Rec_Irr] AS [ChargeType], CASE WHEN SUM([TDB].[Time]) < 0 THEN '-' ELSE '' END + CASE WHEN ABS(FLOOR(SUM([TDB].[Time]) / 60.0)) < 10 THEN '0' ELSE '' END + CONVERT(VARCHAR, ABS(FLOOR(SUM([TDB].[Time]) / 60))) + ':' + RIGHT('00' + CONVERT(VARCHAR, ABS(FLOOR(SUM([TDB].[Time]))) % 60), 2) AS [CaseTime] FROM [dbo].[TimeDayBook] [TDB] WITH (NOLOCK) WHERE [TDB].[FeeEarn] = @FECode AND ISNULL([TDB].[Post], 'Y') IN ('Y', @Post) GROUP BY [TDB].[Rec_Irr] ORDER BY [TDB].[Rec_Irr] SELECT @DayBookValue AS DayBookValue EXECUTE [dbo].[KAAS_GetUserSettings] @Handler, @Key SELECT COUNT([Row_Number]) FROM @DAYBOOK END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = 'KAAS_GetNextActionID' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_GetNextActionID] END GO CREATE PROCEDURE [dbo].[KAAS_GetNextActionID] AS /******************************************************************************************************* * Dummy Procedure in preparation for the use of the DiarySeed table * * * * Stored Procedure Name : [dbo].[KAAS_GetNextActionID] * * Copied from : [dbo].[ky_NETGetNextActionID] * * * * Modification History : * * 2019-04-11 Vinodhan K Created * *******************************************************************************************************/ BEGIN --Old code START --DECLARE @nextVAL INT --DECLARE @delVAL INT --SELECT @nextVAL = ISNULL(MAX(DIA.[ActionID]), 0) + 1 -- FROM [dbo].[diary] DIA --SELECT @delVAL = ISNULL(MAX(DIA.[ActionID]), 0) + 1 -- FROM [dbo].[DiaryDeletionLog] DIA --IF (@delVAL > @nextVAL) -- BEGIN -- SET @nextVAL = @delVAL -- END --RETURN @nextVAL --Old code END DECLARE @MaxActionID INT DECLARE @bsuccess BIT SET @bsuccess = 0 WHILE (@bsuccess = 0) BEGIN BEGIN TRY INSERT INTO [dbo].[diaryids] DEFAULT VALUES SET @MaxActionID = SCOPE_IDENTITY() SET @bsuccess = 1 END TRY BEGIN CATCH SET @bsuccess = 0 END CATCH END -- This while loop handles the possibility that a piece of legacy code uses the OLD mechanism WHILE EXISTS (SELECT TOP 1 1 FROM [dbo].[diary] [DIA] WHERE [DIA].[ACTIONID] = @MaxActionID) BEGIN SET @bsuccess = 0 WHILE (@bsuccess = 0) BEGIN BEGIN TRY INSERT INTO [dbo].[diaryids] DEFAULT VALUES SET @MaxActionID = SCOPE_IDENTITY() SET @bsuccess = 1 END TRY BEGIN CATCH SET @bsuccess = 0 END CATCH END END DELETE [dbo].[diaryids] RETURN @MaxActionID END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = 'KAAS_GetNextTrackReference' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_GetNextTrackReference] END GO CREATE PROCEDURE [dbo].[KAAS_GetNextTrackReference] AS /******************************************************************************************************* * Dummy Procedure in preparation for the use of the DiaryAttachmentsSeed table. * * * * Stored Procedure Name : [dbo].[KAAS_GetNextTrackReference] * * Copied from : [dbo].[ky_NETGetNextTrackReference] * * * * Modification History : * * 2019-04-11 Vinodhan K Created * *******************************************************************************************************/ BEGIN --old code START --DECLARE @nextVAL INT --DECLARE @delVAL INT --SELECT @nextVAL = ISNULL(MAX(DAT.[TrackReference]), 0) + 1 -- FROM [dbo].[DiaryAttachments] DAT --SELECT @delVAL = ISNULL(MAX(DAT.[TrackReference]), 0) + 1 -- FROM [dbo].[DiaryAttachmentDeletionLog] DAT --IF (@delVAL > @nextVAL) -- BEGIN -- SET @nextVAL = @delVAL -- END --RETURN @nextVAL --old code END DECLARE @MaxTrackReference INT DECLARE @bsuccess BIT SET @bsuccess = 0 WHILE (@bsuccess = 0) BEGIN BEGIN TRY INSERT INTO [dbo].[trackreferences] DEFAULT VALUES SET @MaxTrackReference = SCOPE_IDENTITY() SET @bsuccess = 1 END TRY BEGIN CATCH SET @bsuccess = 0 END CATCH END -- This while loop handles the possibility that a piece of legacy code uses the OLD mechanism WHILE EXISTS (SELECT TOP 1 1 FROM [dbo].[DiaryAttachments] [DAT] WHERE [DAT].[TrackReference] = @MaxTrackReference) BEGIN SET @bsuccess = 0 WHILE (@bsuccess = 0) BEGIN BEGIN TRY INSERT INTO [dbo].[trackreferences] DEFAULT VALUES SET @MaxTrackReference = SCOPE_IDENTITY() SET @bsuccess = 1 END TRY BEGIN CATCH SET @bsuccess = 0 END CATCH END END DELETE [dbo].[trackreferences] RETURN @MaxTrackReference END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_GetNextTrackReferenceInDiaryAttachments' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_GetNextTrackReferenceInDiaryAttachments] END GO CREATE PROCEDURE [dbo].[KAAS_GetNextTrackReferenceInDiaryAttachments] AS /******************************************************************************************************* * Gets next available track referene number * * * * Stored Procedure Name : [dbo].[KAAS_GetNextTrackReferenceInDiaryAttachments] * * Copied from : [dbo].[spGetNextTrackReferenceInDiaryAttachments] * * * * Modification History : * * 2019-04-10 Vinodhan K Created * *******************************************************************************************************/ BEGIN DECLARE @TrackReference INT EXEC @TrackReference = [dbo].[ky_NETGetNextTrackReference] SELECT @TrackReference AS [TRACKREFERENCE] --SELECT -- ISNULL(MAX(TRACKREFERENCE), 0)+1 AS TRACKREFERENCE --FROM -- dbo.DiaryAttachments --ORDER BY TRACKREFERENCE DESC END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_GetNotificationApprovalData' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_GetNotificationApprovalData] END GO CREATE PROCEDURE [dbo].[KAAS_GetNotificationApprovalData] (@mattercode VARCHAR(20), @clientcode VARCHAR(10)) AS /************************************************************************************************************* * * * Stored Procedure Name : [dbo].[ky_NETSPGetNotficationApprovalData] * * Copied From : KAAS_GetNotificationApprovalData * * * * Retrieve Notification Approval Data * * * * Compatibility information - PLEASE update older versions if necessary to ensure the compatible software * * remains fully functional * * ***************************************************************************************************** * * * * * * * Supersedes: - * * * * First compatible version: 5.5.4.3 * * * * Last compatible software version: - * * * * Superseded by: - * * * * * * * ***************************************************************************************************** * * * * Modification History * * 2018-06-07 Pino Carafa Created * * 2019-07-16 Vinodhan K Created KAAS_GetNotificationApprovalData * *************************************************************************************************************/ BEGIN SET @mattercode = RTRIM(ISNULL(@mattercode, '')) IF @mattercode <> '' BEGIN SELECT @clientcode = [MAT].[ClientCode] FROM [dbo].[matters] [MAT] WHERE [MAT].[Code] = @mattercode END DECLARE @ApprovedDate DATETIME SET @ApprovedDate = (SELECT Top 1 [Started] FROM [Matters] WHERE [ClientCode] = @CLIENTCODE ORDER BY [Started],[Matter] ASC) SELECT ISNULL([CON].[TYPE], 0) AS [Type], ISNULL([CON].[Status], '') AS [Status], ISNULL([CON].[ClientType], 0) AS [ClientType], ISNULL([CON].[IntroBy], 0) AS [IntroBy], ISNULL([CON].[SCDD_Category], '') AS [SCDD], CONVERT(VARCHAR(11), [CON].[LastInstructionRecieved], 23) AS [LastInstructionRecieved], ISNULL([CON].[Approved], 0) AS [Approved], Case WHEN [ApprovedDate] is null THEN CONVERT(VARCHAR(11), @ApprovedDate, 23) ELSE CONVERT(VARCHAR(11), [CON].[ApprovedDate], 23) END AS [ApprovedDate], ISNULL([HAN].[NAME], '') AS [ApprovedByUser] FROM [dbo].[Contacts] [CON] LEFT OUTER JOIN [dbo].[Handlers] [HAN] ON [HAN].[CODE] = [CON].[ApprovedByUSER] WHERE [CON].[Code] = @clientcode END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_GetOWAUserSettings' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_GetOWAUserSettings] END GO CREATE PROCEDURE [dbo].[KAAS_GetOWAUserSettings] ( @Handler NVARCHAR(10) --DO NOT CHANGE, table contains NVARCHAR columns ) As /******************************************************************************************************* * This Procedure is used to Get User Settings for OWA * * * * Stored Procedure Name : [dbo].[KAAS_GetOWAUserSettings] * * * * Modification History : * * 2019-07-11 RAMESH K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON SELECT USS.[Key], USS.[Value] FROM [dbo].[UserSettings] USS WHERE USS.[Handler] = @Handler AND USS.[Key] LIKE 'KAAS_OWA_%' SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_GetSettings',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_GetSettings] GO CREATE PROCEDURE [dbo].[KAAS_GetSettings] ( @keyname VARCHAR(50) ) AS /******************************************************************************************************* * This sp is used to store the scancapture setting * * * * Stored Procedure Name : [dbo].[KAAS_GetSettings] * * Copied from : [dbo].[ky_NETGetSettings] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON; DECLARE @value VARCHAR(100) SELECT @value = [SET].[KeyValue] FROM [dbo].[Settings] [SET] WHERE [SET].[KeyName] = @keyname SET @value = ISNULL(@value, '') SELECT @value AS [KeyValue] SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_GetTaskList',N'P')IS NOT NULL DROP PROCEDURE KAAS_GetTaskList GO CREATE PROCEDURE [dbo].[KAAS_GetTaskList] (@HandlerID VARCHAR(10) = NULL, @FromDate DATETIME = NULL, @ToDate DATETIME = NULL, @TaskListMode BIT, @TeamID VARCHAR(10) = NULL, @IsOutstandingOnly BIT = 1, @BitWiseID BIGINT, @From INT = 0, @To INT = 5000, @TaskType VARCHAR(20) = '', @PageNumber INT, @PageSize INT, @SearchText VARCHAR(4000), @ActionType VARCHAR(4000), @Priority VARCHAR(4000), @Flag VARCHAR(4000), @SortColumn VARCHAR(50), @SortDirection VARCHAR(10), @TotalRecords INT = 1 OUT, @userprompt1 VARCHAR(MAX) = 'USERPROMPT1' OUT, @userprompt2 VARCHAR(MAX) = 'USERPROMPT2' OUT, @userprompt3 VARCHAR(MAX) = 'USERPROMPT3' OUT) AS /************************************************************************************************************ * * * Get the task list for the framework's main Task screen * * * * Stored Procedure Name : [dbo].[KAAS_GetTaskList] * * Copied from : [dbo].[ky_NETGetTaskList] * * * * Modification History: * * 2018-12-03 Vinodhan K Created * * 2019-01-29 Vinodhan K Paging added * * 2019-04-09 Vinodhan K Sorting of few columns have been implemeneted * * 2019-04-30 Arun V KEYHM-402 Issue corrected. If SortColumn and SortDirection not * specified then make these column as empty string, so sorting will not * perform. default sorting condition will apply. * ORDER BY DEL.[HANDLER] DESC, * DEL.[DATE] DESC, * DEL.[TIME] DESC, * DEL.[AssignNo] DESC * * *************************************************************************************************************/ BEGIN DECLARE @StartRow INT; DECLARE @EndRow INT; SET @PageNumber = ISNULL(@PageNumber, 0) - 1; -- 0 BASED INDEX IF(@PageNumber > -1) BEGIN SET @StartRow = ((@PageNumber) * @PageSize) + 1; SET @EndRow = (@StartRow + @PageSize) - 1; END IF(@SortColumn = '' OR @SortColumn = NULL) BEGIN SET @SortColumn = '' END IF(@SortDirection = '' OR @SortDirection = NULL) BEGIN SET @SortDirection = '' END SET NOCOUNT ON DECLARE @ShowFromToSynopsis BIT SET @ShowFromToSynopsis = CASE WHEN ISNULL((SELECT TOP 1 [SET].[KeyValue] FROM [dbo].[Settings] [SET] WHERE [SET].[KeyName] = 'ShowFromToSynopsis'), 'True') = 'False' THEN 0 ELSE 1 END SET @BitWiseID = ISNULL(@BitWiseID, CONVERT(BIGINT, 0)) DECLARE @Comment NVARCHAR(MAX) DECLARE @DELS TABLE ([ID] INT IDENTITY(1, 1) NOT NULL, [DATE] DATETIME NOT NULL, [TIME] VARCHAR(10) NOT NULL, [ASSIGNNO] INT NOT NULL, [ACTIONID] INT NOT NULL, [STATUS] INT NOT NULL) SET @Comment = N' SELECT ISNULL(DEL.[DATE], ''18000101''), ISNULL(DEL.[TIME], ''''), DEL.[AssignNo], DEL.[ACTIONID], ISNULL(DEL.[STATUS], 0) FROM [dbo].[DiaryDelegations] DEL INNER JOIN [dbo].[diary] DIA INNER JOIN [dbo].[matters] MAT LEFT OUTER JOIN [dbo].[MatterNETPrivileges] MNP ON MNP.[MATTER] = MAT.[Code] ON MAT.[Code] = DIA.[CASECODE] AND MAT.[Closed] = ''N'' ON DIA.[ACTIONID] = DEL.[ACTIONID] WHERE ' IF ISNULL(@TaskListMode, 0) = 1 BEGIN SET @Comment = @Comment + N'DEL.[HANDLER] = @HandlerID AND ' END ELSE BEGIN SET @Comment = @Comment + N'DEL.[TEAM] = @TeamID AND ' END SET @Comment = @Comment + N'DEL.[DelType] NOT IN (''Completed'', ''Processed'', ''Returned'') AND DEL.[DATE] >= CONVERT(DATETIME, @FromDate)' IF(@TaskType = 'OVERDUE') BEGIN SET @Comment = @Comment + N' AND DEL.[DATE] < DATEADD(DAY, 1, CONVERT(DATETIME, CONVERT(VARCHAR, GETDATE(), 112))) AND ' END ELSE IF (@TaskType != 'OUTSTANDING') BEGIN SET @Comment = @Comment + N' AND DEL.[DATE] < DATEADD(DAY, 1, CONVERT(DATETIME, @ToDate)) AND ' END ELSE BEGIN SET @Comment = @Comment + N' AND ' END IF NOT ISNULL(@IsOutstandingOnly, 1) = 0 BEGIN SET @Comment = @Comment + N'DEL.[STATUS] = 0 AND ' END SET @Comment = @Comment + N'( ISNULL(MNP.[Privileges], CONVERT(BIGINT, -1)) & CONVERT(BIGINT, @BitWiseID)<> 0 OR ISNULL(MNP.[Privileges], CONVERT(BIGINT, 0)) = 0) ORDER BY DEL.[HANDLER] DESC, DEL.[DATE] DESC, DEL.[TIME] DESC, DEL.[AssignNo] DESC' --If you want to test this procedure, uncomment the line below before calling it from SQL Server Management Studio --don't forget to comment it again when you're finished! -- SELECT @Comment INSERT INTO @DELS ( [DATE], [TIME], [ASSIGNNO], [ACTIONID], [STATUS] ) EXECUTE sp_executesql @Comment, N'@HandlerID VARCHAR(20), @ToDate DATETIME, @FromDate DATETIME, @BitWiseID BIGINT, @TeamID VARCHAR(10), @TaskListMode BIT, @IsOutstandingOnly BIT, @TaskType VARCHAR(20)', @HandlerID = @HandlerID, @ToDate=@ToDate, @FromDate=@FromDate, @BitWiseID = @BitWiseID, @TeamID = @TeamID, @TaskListMode=@TaskListMode, @IsOutstandingOnly = @IsOutstandingOnly, @TaskType=@TaskType SELECT IDENTITY(int, 1,1) AS [Row_Number], * INTO #FoundTable FROM ( SELECT --ROW_NUMBER() OVER(ORDER BY DEL.[ID]) AS [Row_Number], DEL.[ID], DEL.[STATUS] AS [DDStatus], CASE WHEN RTRIM(ISNULL(DIA.[PRIORITY], '')) IN ('H', 'L', 'N') THEN UPPER(RTRIM(ISNULL(DIA.[PRIORITY], ''))) ELSE 'N' END AS [Priority], CONVERT(DATETIME, CONVERT(VARCHAR, DEL.[DATE], 112) + ' ' + CONVERT(VARCHAR, DIA.[DATE], 108)) AS [DelDate], CONVERT(VARCHAR(5), DIA.[DATE], 108) AS [Time], RTRIM(ISNULL(DIA.[CASECODE],'')) AS [CaseCode], RTRIM(ISNULL(DDL.[HANDLER],'')) AS [Handler], RTRIM(ISNULL(DDL.[TEAM],'')) AS [Team], RTRIM(ISNULL(DDL.[FromHandler],'')) AS [From], RTRIM(ISNULL(CON.[Name],'')) + CHAR(13) + RTRIM(ISNULL(MAT.[Description],'')) AS [ClientCase], RTRIM(ISNULL(CON.[Name],'')) AS [ClientName], RTRIM(ISNULL(DIA.[DisplayText], '')) as [Action], CASE WHEN DIA.[DATE] != NULL OR DIA.[DATE] != '' THEN CONVERT(VARCHAR, DIA.[DATE], 20) ELSE '1900-01-01' END AS Date1, ISNULL(DIA.[STATUS], 0) as DStatus, RTRIM(ISNULL(DDL.[DelType], '')) AS [DelType], RTRIM(ISNULL(DIA.[ACTIONTYPE],'')) as [ActionType], RTRIM(ISNULL(DIA.[HIGHLIGHTED], '')) as [Highlighted], ISNULL(DIA.[ACTIONID],0) AS [ActionId], RTRIM(ISNULL(DIA.[FNCODE],'')) AS [FNCode], RTRIM(ISNULL([FEC].[Name], '')) AS [FNName], RTRIM(ISNULL(MAT.[FECode],'')) AS [CaseFe], RTRIM(ISNULL(DIA.[PROCESSTYPE],'')) as [ProcessType], CASE WHEN RTRIM(ISNULL(DDL.[OWNER], 'N')) = 'Y' THEN 'Y' ELSE 'N' END AS [Owner], ISNULL(DDL.[DELEGATESTATUS],0) as [DelegateStatus], ISNULL(DIA.[PROCESSSTATUS],0) as [ProcessStatus], ISNULL(DIA.[WORKPROCESS],0) as [WorkProcess], ISNULL(DIA.[DELEGATIONSTATUS],0) as [DelegationStatus], ISNULL(DEL.[ASSIGNNO], 0) AS [AssignNo], CASE WHEN ISNULL(DIA.[WORKPROCESS],0) = 1 AND ISNULL(DIA.[STATUS], 0) <> 1 THEN 'G' WHEN ISNULL(DIA.[STATUS], 0) = 1 THEN 'C' ELSE '' END AS [CompleteOrGenerate], CASE WHEN ISNULL(DIA.[WORKPROCESS],0) = 1 AND ISNULL(DIA.[STATUS], 0) <> 1 THEN 'G' WHEN ISNULL(DIA.[STATUS], 0) = 1 THEN 'C' ELSE '' END AS [CompleteOrGeneratedD], CONVERT(VARCHAR, [dbo].[ky_ConvertDateAndClarionTimeToDateTime](CONVERT(DATETIME, '19000101'), DIA.[IMAGENO]), 108) AS [Duration], ISNULL(DIA.[Flag],0) AS [Flag], CASE WHEN RTRIM(ISNULL(DIA.[ACTIONTYPE], '')) = 'E' AND @ShowFromToSynopsis = 1 THEN CASE WHEN ISNULL(DIA.[PROCESSTYPE], 'O') = 'I' THEN 'Email From:' + (RTRIM(ISNULL(CAST(DIA.[EMAILADDRESS] AS VARCHAR(50)),''))) + ' - ' + ISNULL(CAST (DIA.[Subject] AS VARCHAR(MAX)),'') ELSE 'Email To:' + RTRIM(CAST(ISNULL(DIA.[AddressTo],'') AS VARCHAR(50))) + ' - ' + ISNULL(CAST (DIA.[Subject] AS VARCHAR(MAX)),'') END ELSE CASE WHEN DIA.[SUBJECT] IS NULL OR RTRIM(CAST(DIA.[SUBJECT] AS VARCHAR(max))) = '' OR DATALENGTH(DIA.[SUBJECT]) = 0 THEN CASE WHEN SUBSTRING(DIA.[DisplayText],0,CHARINDEX (CHAR(13),DIA.[DisplayText])) = '' THEN ISNULL(DIA.[TEXT1],'') ELSE SUBSTRING(DIA.[DisplayText],0,CHARINDEX (CHAR(13),DIA.[DisplayText])) END ELSE DIA.[SUBJECT] END END AS [Synopsis], ISNULL(RTRIM(MAT.[User1]),'') AS [User1], ISNULL(RTRIM(MAT.[User2]),'') AS [User2], ISNULL(RTRIM(MAT.[User3]),'') AS [User3], ISNULL(RTRIM(MAT.[YourRef]),'') AS [YourRef], CASE WHEN DIA.[DUEDATE] != NULL OR DIA.[DUEDATE] != '' THEN CONVERT(VARCHAR, DIA.[DUEDATE], 20) ELSE '1900-01-01' END AS [DueDate], CONVERT(VARCHAR(5), DIA.[DUEDATE], 108) AS [DueTime], ISNULL(RTRIM(MAT.[OldRef]),'') AS [OldRef], ISNULL(RTRIM(DIA.[ACTIONCODE]),'') AS [ActionCode], CASE WHEN SSC.[CODE] IS NULL THEN '' ELSE RTRIM(SSC.[CODE]) + ' - ' + RTRIM(ISNULL(SSC.[DESCRIPTION], '')) END AS [ActionStatus], RTRIM(ISNULL(FC.[COLOURDESC], '')) AS [FileColour], CASE WHEN FC.[RGBColour] = -1 THEN 'Transparent' ELSE RTRIM(ISNULL(FC.[ForegroundColour], 'Transparent')) END AS [BackgroundColour], ISNULL(DIA.[DRAFTBILLNO],0) AS [DraftBillNo], ISNULL(TA.[DESC],'') AS [ActionTitle], ISNULL(T.[WKDESC],'') AS [WorkFlow], CASE WHEN ISNUMERIC(DIA.[DYStartTime]) = 0 THEN 0 ELSE ISNULL(CONVERT(INT, CONVERT(DECIMAL, DIA.[DYSTARTTIME])), 0) END AS [DYStartTime], CASE WHEN ISNUMERIC(DIA.[DYEndTime]) = 0 THEN 0 ELSE ISNULL(CONVERT(INT, CONVERT(DECIMAL, DIA.[DYENDTIME])), 0) END AS [DYEndTime], RTRIM(ISNULL(FEE.[NAME], '')) AS [FeeEarner], RTRIM(ISNULL(SEC.[NAME], '')) AS [Secretary], RTRIM(ISNULL(PAR.[NAME], '')) AS [Partner], RTRIM(ISNULL(MAT.[Description], '')) AS [MatterDescription], ISNULL(DIA.[CreationDate],CONVERT(DATETIME, DIA.[DATE])) AS [CreationDate], --ISNULL(DIA.[DUEDATE],CONVERT(DATETIME, DIA.[DATE])) AS [DUEDATE], ISNULL(DIA.[Delegatedfnr],'') as DelegatedFE, RTRIM(ISNULL(TA.[Arrangement],'')) AS [Arrangement], RTRIM(ISNULL(MAT.[ChargeArrangement],'')) AS [ChargeArrangement] FROM @DELS DEL INNER JOIN [dbo].[DiaryDelegations] DDL ON DDL.[AssignNo] = DEL.[ASSIGNNO] INNER JOIN [dbo].[diary] DIA INNER JOIN [dbo].[matters] MAT INNER JOIN [dbo].[Contacts] CON ON CON.[Code] = MAT.[ClientCode] LEFT OUTER JOIN [dbo].[FileColours] FC ON FC.[COLOURCODE] = MAT.[FileColour] LEFT OUTER JOIN [dbo].[MatterNETPrivileges] MNP ON MNP.[MATTER] = MAT.[Code] LEFT OUTER JOIN [dbo].[Handlers] FEE ON FEE.[CODE] = MAT.[FECode] LEFT OUTER JOIN [dbo].[Handlers] SEC ON SEC.[CODE] = MAT.[Secretary] LEFT OUTER JOIN [dbo].[Handlers] PAR ON PAR.[CODE] = MAT.[Partner] ON MAT.[Code] = DIA.[CASECODE] AND MAT.[Closed] = 'N' LEFT OUTER JOIN [dbo].[StatusCodes] SSC ON SSC.[CODE] = DIA.[ACTIONSTATUS] ON DIA.[ACTIONID] = DEL.[ACTIONID] LEFT OUTER JOIN [TemplateActions] TA ON DIA.[ACTIONCODE] = TA.[ACTIONCODE] LEFT OUTER JOIN [Templates] T ON T.[WKCODE] = TA.[WKTCODE] LEFT OUTER JOIN [dbo].[FeeEarnerCodes] [FEC] ON [DIA].[FNCODE] = [FEC].[CODE] ) TotalRecordsTable WHERE -- Search filters ( RTRIM(LTRIM(@SearchText)) = '' OR ( [Synopsis] LIKE '%' + RTRIM(LTRIM(@SearchText)) + '%' OR [Action] LIKE '%' + RTRIM(LTRIM(@SearchText)) + '%' OR [DUEDATE] LIKE '%' + RTRIM(LTRIM(@SearchText)) + '%' OR [FNName] LIKE '%' + RTRIM(LTRIM(@SearchText)) + '%' OR [CaseCode] LIKE '%' + RTRIM(LTRIM(@SearchText)) + '%' OR [Handler] LIKE '%' + RTRIM(LTRIM(@SearchText)) + '%' OR [Team] LIKE '%' + RTRIM(LTRIM(@SearchText)) + '%' OR [ClientCase] LIKE '%' + RTRIM(LTRIM(@SearchText)) + '%' ) ) AND ( ISNULL(@ActionType, '') = '' OR ( ( CASE WHEN ISNULL(LTRIM(RTRIM([ACTIONTYPE])), '') = '' THEN 'A' ELSE [ACTIONTYPE] END ) IN (SELECT RTRIM(LTRIM([Item])) FROM KAAS_FN_SplitString(@ActionType, ',')) ) ) AND ( ISNULL(@Priority, '') = '' OR ( [PRIORITY] IN (SELECT RTRIM(LTRIM([Item])) FROM KAAS_FN_SplitString(@Priority, ',')) ) ) AND ( ISNULL(@Flag, '') = '' OR ( [Flag] IN (SELECT RTRIM(LTRIM([Item])) FROM KAAS_FN_SplitString(@Flag, ',')) ) ) ORDER BY CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'CompleteOrGeneratedD' THEN [CompleteOrGeneratedD] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'CompleteOrGeneratedD' THEN [CompleteOrGeneratedD] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'ActionType' THEN [ActionType] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'ActionType' THEN [ActionType] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'DelegationStatus' THEN [DelegationStatus] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'DelegationStatus' THEN [DelegationStatus] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'Priority' THEN [Priority] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'Priority' THEN [Priority] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'Date1' THEN [Date1] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'Date1' THEN [Date1] 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 '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 'Handler' THEN [Handler] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'Handler' THEN [Handler] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'Team' THEN [Team] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'Team' THEN [Team] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'ClientCase' THEN [ClientCase] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'ClientCase' THEN [ClientCase] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'Synopsis' THEN [Synopsis] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'Synopsis' THEN [Synopsis] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'FileColour' THEN [FileColour] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'FileColour' THEN [FileColour] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'DelDate' THEN [DelDate] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'DelDate' THEN [DelDate] END END DESC ,[ID] SELECT @TotalRecords = COUNT(*) FROM #FoundTable; SELECT * FROM #FoundTable WHERE [Row_Number] BETWEEN @StartRow AND @EndRow SELECT @userprompt1 = ISNULL(RTRIM([USERPROMPT1]),'USERPROMPT1'), @userprompt2 = ISNULL(RTRIM([USERPROMPT2]),'USERPROMPT2'), @userprompt3 = ISNULL(RTRIM([USERPROMPT3]),'USERPROMPT3') FROM [dbo].[CONTROL] CTL SET NOCOUNT OFF END GO IF OBJECT_ID(N'[KAAS_GetTaskPushDate]',N'P')IS NOT NULL DROP PROCEDURE [KAAS_GetTaskPushDate] GO CREATE PROCEDURE [dbo].[KAAS_GetTaskPushDate] ( @ActionID INT, @Date DATETIME, @Status INT, @Result VARCHAR(50) OUTPUT ) AS /******************************************************************************************************* * This sp used to fetch the action count in pushed date. * * * * Stored Procedure Name : [dbo].[KAAS_GetTaskPushDate] * * Copied from : [dbo].[Ky_NETGetTaskPushDate] * * * * Modification History : * * 2019-04-12 Vinodhan K Created * *******************************************************************************************************/ BEGIN DECLARE @ActionDate DATETIME SET @ActionDate = (SELECT DATE FROM diary WHERE ACTIONID = @ActionID) DECLARE @FNCode VARCHAR(5) SET @FNCode = (SELECT FNCODE FROM diary WHERE ACTIONID = @ActionID) DECLARE @Value VARCHAR(50) IF (@Status = 0) BEGIN SET @Value = CONVERT(VARCHAR(5),(SELECT COUNT(*) FROM diary WHERE CONVERT(VARCHAR, [DATE], 112) = CONVERT(VARCHAR, DATEADD(DAY,7,@ActionDate), 112) AND FNCODE = @FNCode AND [STATUS] = 0)) SET @Value = @Value + ',' + CONVERT(VARCHAR(5),(SELECT COUNT(*) FROM diary WHERE CONVERT(VARCHAR, [DATE], 112) = CONVERT(VARCHAR, DATEADD(DAY,14,@ActionDate), 112) AND FNCODE = @FNCode AND [STATUS] = 0)) SET @Value = @Value + ',' + CONVERT(VARCHAR(5),(SELECT COUNT(*) FROM diary WHERE CONVERT(VARCHAR, [DATE], 112) = CONVERT(VARCHAR, DATEADD(DAY,30,@ActionDate), 112) AND FNCODE = @FNCode AND [STATUS] = 0)) SET @Result = @Value END ELSE BEGIN SET @Result = CONVERT(VARCHAR(5),(SELECT COUNT(*) FROM diary WHERE CONVERT(VARCHAR, [DATE], 112) = CONVERT(VARCHAR, @Date, 112) AND FNCODE = @FNCode AND [STATUS] = 0)) END END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_GetTaskRate' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_GetTaskRate] END GO CREATE PROCEDURE [dbo].[KAAS_GetTaskRate] (@TaskCode VARCHAR(6)) AS /******************************************************************************************************* * This procedure is used to get default value from TaskCodes * * * * Stored Procedure Name : [dbo].[KAAS_GetTaskRate] * * Copied from : [dbo].[ky_NETGetTaskRate] * * * * Modification History : * * 2019-05-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT [TCD].[Default] FROM [TasksCodes] [TCD] WHERE [TCD].[CODE] = @TaskCode END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_GetTasksCodes' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_GetTasksCodes] END GO CREATE PROCEDURE [dbo].[KAAS_GetTasksCodes] (@PostDay BIT, @Code VARCHAR(20), @HandlerCode VARCHAR(10)) AS /******************************************************************************************************* * Used to list the Tasks Codes. * * * * Stored Procedure Name : [dbo].[KAAS_GetTasksCodes] * * Copied from : [dbo].[ky_NETGetTasksCodes2] in ky_NETGetTasksCodes * * * * Modification History: * * 2019-04-26 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET @PostDay = ISNULL(@PostDay, 1) SET @Code = ISNULL(@Code, '') SET @HandlerCode = ISNULL(@HandlerCode, '') IF(@PostDay = 1) BEGIN IF @HandlerCode = '' BEGIN SELECT RTRIM(ISNULL([TAC].[CODE], '')) AS [TaskType], RTRIM(ISNULL([TAC].[DESC], '')) AS [Description] FROM [dbo].[TasksCodes] [TAC] WHERE ISNULL([TAC].[Retired], 0) <> 1 END ELSE BEGIN SELECT RTRIM(ISNULL([TAC].[CODE], '')) AS [TaskType], RTRIM(ISNULL([TAC].[DESC], '')) AS [Description] FROM [dbo].[TasksCodes] [TAC] WHERE ISNULL([TAC].[Retired], 0) <> 1 OR [TAC].[CODE] = @HandlerCode END END ELSE BEGIN IF(@Code = '') BEGIN IF @HandlerCode = '' BEGIN SELECT RTRIM(ISNULL([TAC].[CODE], '')) AS [TaskType], RTRIM(ISNULL([TAC].[DESC], '')) AS [Description] FROM [dbo].[TasksCodes] [TAC] WHERE RTRIM(ISNULL([TAC].[Department], '')) = '' AND ISNULL([TAC].[Retired], 0) <> 1 END ELSE BEGIN SELECT RTRIM(ISNULL([TAC].[CODE], '')) AS [TaskType], RTRIM(ISNULL([TAC].[DESC], '')) AS [Description] FROM [dbo].[TasksCodes] [TAC] WHERE RTRIM(ISNULL([TAC].[Department], '')) = '' AND ( ISNULL([TAC].[Retired], 0) <> 1 OR [TAC].[CODE] = @HandlerCode) END END ELSE BEGIN SELECT RTRIM(ISNULL([TAC].[CODE], '')) AS [TaskType], RTRIM(ISNULL([TAC].[DESC], '')) AS [Description] FROM [dbo].[matters] [MAT] LEFT OUTER JOIN [dbo].[WorkTypes] [WKT] ON [WKT].[CODE] = [MAT].[WType] INNER JOIN [dbo].[TasksCodes] [TAC] ON ( [TAC].[Department] = [MAT].[Dept] OR RTRIM(ISNULL([TAC].[Department], '')) = '') AND ( ( ISNULL([WKT].[ChildCare], 'N') <> 'Y' AND ISNULL([TAC].[AxleTask], 'N') <> 'Y' AND ( ISNULL([TAC].Retired, 0) <> 1 OR [TAC].[CODE] = @HandlerCode)) OR ( ISNULL([WKT].[ChildCare], 'N') = 'Y' AND ISNULL([TAC].[AxleTask], 'N') = 'Y')) WHERE [MAT].[Code] = @Code END END END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_GetTeamLookupList' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_GetTeamLookupList] END GO CREATE PROCEDURE [dbo].[KAAS_GetTeamLookupList] AS /******************************************************************************************************* * * * Stored Procedure Name : [dbo].[KAAS_GetTeamLookupList] * * Copied from : [dbo].[ky_NETGetTeamLookupList] * * * * Modification History: * * 2019-04-26 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT RTRIM(ISNULL(HAN.[CODE], '')) AS [CODE], RTRIM(ISNULL(HAN.[NAME], '')) AS [NAME], RTRIM(ISNULL(HAN.[DEPT], '')) AS [DEPT], CASE WHEN RTRIM(ISNULL(HAN.[TEAMCODE], 'N')) = 'Y' THEN 'Y' ELSE 'N' END AS [TEAMCODE] FROM [Handlers] HAN WHERE RTRIM(ISNULL(HAN.[TEAMCODE], 'N')) = 'Y' ORDER BY RTRIM(ISNULL(HAN.[NAME], '')) END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_GetTemplateActions' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_GetTemplateActions] END GO CREATE PROCEDURE [dbo].[KAAS_GetTemplateActions] ( @ACTIONCODE varchar(15) ) AS /******************************************************************************************************* * To get Action details * * Used in OWA * * * * Params: * * @ACTIONCODE * * * * Stored Procedure Name : [dbo].[KAAS_GetFollowOnActions] * * * * Modification History : * * 2019-05-07 Ramesh K Created * *******************************************************************************************************/ BEGIN SELECT RTRIM(ISNULL(TA.[ACTIONCODE], '')) AS [ACTIONCODE], RTRIM(ISNULL(TA.[DESC], '')) AS [DESC], RTRIM(ISNULL(TA.[WKTCODE], '')) AS [WKTCODE], RTRIM(ISNULL(TA.[ACTTYPE], '')) AS [ACTTYPE], RTRIM(ISNULL(TA.[ACTIONCATEGORY], '')) AS [ACTIONCATEGORY], RTRIM(ISNULL(TA.[STATUS], '')) AS [STATUS], RTRIM(ISNULL(TA.[PROCESSTYPE], '')) AS [PROCESSTYPE], RTRIM(ISNULL(TA.[PUBLISHER], '')) AS [PUBLISHER], RTRIM(ISNULL(TA.[HIGHLIGHTED], '')) AS [HIGHLIGHTED], RTRIM(ISNULL(TA.[MILESTONETYPE], '')) AS [MILESTONETYPE], RTRIM(ISNULL(TA.[PRIORITY], '')) AS [PRIORITY], RTRIM(ISNULL(TA.[NEXTACTIONOPTIONAL], '')) AS [NEXTACTIONOPTIONAL], RTRIM(ISNULL(TA.[BILLABLE], '')) AS [BILLABLE], RTRIM(ISNULL(TA.[EMAIL], '')) AS [EMAIL], RTRIM(ISNULL(TA.[BILLDESCRIPTION], '')) AS [BILLDESCRIPTION], RTRIM(ISNULL(TA.[AssignActionTo], '')) AS [AssignActionTo], RTRIM(ISNULL(TA.[ASSIGNHANDLER], '')) AS [ASSIGNHANDLER], RTRIM(ISNULL(TA.[Description], '')) AS [Description] FROM [dbo].[TemplateActions] TA WHERE TA.[ActionCode] = @ACTIONCODE END GO IF OBJECT_ID(N'KAAS_GetTimeAdminCodes',N'P')IS NOT NULL DROP PROCEDURE [KAAS_GetTimeAdminCodes] GO CREATE PROCEDURE [KAAS_GetTimeAdminCodes] (@Code VARCHAR(10)) AS /******************************************************************************************************* * This stored procedure is used to FETCH the Time Admin codes for post day book. * * * * Stored Procedure Name : [dbo].[KAAS_GetTimeAdminCodes] * * Copied from : [dbo].[Ky_NETGetTimeAdminCodes] * * * * Modification History : * * 2019-04-12 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON SELECT RTRIM(NCCODE) AS [NCCODE], RTRIM(ISNULL([DESCRIPTION],'')) AS [DESCRIPTION] FROM [TimeAdminCodes] WHERE ISNULL([Retired],'N') = 'N' OR NCCODE = @Code SET NOCOUNT OFF END GO IF OBJECT_ID(N'[KAAS_GetTimeDayBookDetails]',N'P')IS NOT NULL DROP PROCEDURE [KAAS_GetTimeDayBookDetails] GO /******************************************************************************************************* * Used to list the Tasks Codes * * * * Stored Procedure Name : [dbo].[KAAS_GetTimeDayBookDetails] * * Copied from : [dbo].[ky_NETGetTimeDayBookDetails] * * * * Modification History : * * 2019-04-12 Vinodhan K Created * *******************************************************************************************************/ CREATE PROC [KAAS_GetTimeDayBookDetails] @RecordID DECIMAL(17,0) AS BEGIN SELECT TDB.MATTER ,RTRIM(ISNULL(M.[Description],'')) AS [Description] ,FEEEARN ,[DATE] ,[TIME] ,CASE WHEN [TIME]>59 THEN CAST(FLOOR(([TIME] / 60)) AS VARCHAR(8)) + ':' + RIGHT('0' + CAST(([TIME] % 60) AS VARCHAR(2)), 2) ELSE '00:' + CAST([TIME] AS VARCHAR(30)) END AS CaseTime ,ISNULL(RATE,0) RATE ,ISNULL(CHARGE,0) AS Charge ,ISNULL(Task,'') AS Task ,TimeOrCharge ,RTRIM(ISNULL(TDB.Comment,'')) AS Comment ,RTRIM(Name) AS Name ,RTRIM(ISNULL(M.[Description],'')) AS MatterDecription ,ISNULL(REC_IRR,'C') AS IsChargeable ,ISNULL(NCCCODE,'') AS AdminCode ,ISNULL(TAC.Retired,'N') AS Retired FROM [dbo].TimeDayBook TDB LEFT OUTER JOIN Matters M ON TDB.MATTER=M.Code LEFT OUTER JOIN Contacts C ON SUBSTRING(TDB.MATTER,0,CHARINDEX('/',TDB.MATTER)) =C.Code LEFT OUTER JOIN TimeAdminCodes TAC on TAC.NCCODE = TDB.NCCCode WHERE RECORDID = @RecordID END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_GetTimeEntry' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_GetTimeEntry] END GO CREATE PROCEDURE KAAS_GetTimeEntry (@RecordID INT) AS /******************************************************************************************************* * Get the data of a TimeEntry record page. * * * * Stored Procedure Name : [dbo].[KAAS_GetTimeEntry] * * Copied from : [dbo].[Ky_NetGetTimeEntry] * * * * Modification History: * * 2019-07-24 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT DATE ,ISNULL(TIME,0)TIME ,ISNULL(RATE,0) Rate ,ISNULL(CHARGE,0) CHARGE ,ISNULL(COMMENT ,'') COMMENT ,ISNULL(TASK ,'') AS TASK ,ISNULL(REC_IRR,'N') AS REC_IRR ,ISNULL(TimeorCharge,'T') TIMEORCHARGE FROM TimeEntry WHERE RecordID=@RecordID END GO IF OBJECT_ID(N'KAAS_GetUDFDetailsForPage',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_GetUDFDetailsForPage] GO CREATE PROCEDURE [dbo].[KAAS_GetUDFDetailsForPage] (@FORMID INT, @CASECODE VARCHAR(20), @PageNumber INT, @PageSize INT, @SearchText VARCHAR(100) = '', @SortColumn VARCHAR(20) = '', @SortDirection VARCHAR(10) = '') AS /******************************************************************************************************* * This procedure is used to get UDF's from for the case code. * * * * Stored Procedure Name : [dbo].[KAAS_GetUDFDetailsForPage] * * Copied from : [dbo].[KY_NETGetUDFDetailsForPage] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * * 2019-08-19 Vinodhan K Added Search, Paging and Sorting functionlaity * * * *******************************************************************************************************/ BEGIN DECLARE @StartRow INT; DECLARE @EndRow INT; SET @PageNumber = ISNULL(@PageNumber, 0) - 1; -- 0 BASED INDEX IF(@PageNumber > -1) BEGIN SET @StartRow = ((@PageNumber) * @PageSize) + 1; SET @EndRow = (@StartRow + @PageSize) - 1; END IF(@SortColumn = '' OR @SortColumn = NULL) BEGIN SET @SortColumn = 'SeqNo' END IF(@SortDirection = '' OR @SortDirection = NULL) BEGIN SET @SortDirection = 'ASC' END SELECT IDENTITY(INT, 1,1) AS [Row_Number], * INTO #FoundTable FROM (SELECT RTRIM(SUDF.[PROMPT]) AS [Detail], SUDF.[LENGTH] AS [Size], RTRIM(SUDF.[FORMAT]) AS [Format], RTRIM(SUDF.[TYPE]) AS [Type], RTRIM(SUDF.[FILEPREFIX]) AS [FilePrefix], RTRIM(SUDF.[FIELDNAME]) AS [FieldName], RTRIM(ISNULL(SUDF.[UDFCategory], '')) AS [UDFCategory], RTRIM(SUDF.[VALIDATION]) AS [Validation], SUDF.[LENGTH] AS [Length], SUDF.[LOW] AS [Low], SUDF.[HIGH] AS [High], SUDF.[DECMIAL] AS [Decimal], CASE WHEN UDFA.[DateValue] IS NULL THEN '' WHEN CONVERT(VARCHAR, UDFA.[DateValue], 112) = '19000101' THEN '' ELSE CONVERT(VARCHAR, UDFA.[DateValue], 106) END AS [DateValue], ISNULL(UDFA.[NumberValue], 0) AS [NumberValue], RTRIM(ISNULL(UDFA.[TEXT1],'')) AS [Text1], [UFP].[seqno] AS [SeqNo] FROM [dbo].[SystemUserDefinedFields] SUDF INNER JOIN [dbo].[UDFFormParameters] UFP ON SUDF.[FILEPREFIX] = UFP.[UDFPrefix] AND SUDF.[FIELDNAME] = UFP.[UDFName] LEFT OUTER JOIN [dbo].[CaseUDFAnswers] UDFA ON UDFA.[UDFFILE] = SUDF.[FILEPREFIX] AND UDFA.[UDFNAME] = SUDF.[FIELDNAME] AND UDFA.[CASECODE] = @CASECODE WHERE ( [SUDF].[PROMPT] LIKE '%' + @SearchText + '%' OR [SUDF].[LENGTH] LIKE '%' + @SearchText + '%' OR [SUDF].[FORMAT] LIKE '%' + @SearchText + '%' OR [SUDF].[TYPE] LIKE '%' + @SearchText + '%' OR [SUDF].[FILEPREFIX] LIKE '%' + @SearchText + '%' OR [SUDF].[FIELDNAME] LIKE '%' + @SearchText + '%' OR [SUDF].[UDFCategory] LIKE '%' + @SearchText + '%' OR [SUDF].[VALIDATION] LIKE '%' + @SearchText + '%' OR [SUDF].[LENGTH] LIKE '%' + @SearchText + '%' OR [SUDF].[LOW] LIKE '%' + @SearchText + '%' OR [SUDF].[HIGH] LIKE '%' + @SearchText + '%' OR [SUDF].[DECMIAL] LIKE '%' + @SearchText + '%' OR [UDFA].[DateValue] LIKE '%' + @SearchText + '%' OR [UDFA].[NumberValue] LIKE '%' + @SearchText + '%' OR [UDFA].[TEXT1] LIKE '%' + @SearchText + '%' ) AND UFP.[UDFFormID] = @FORMID) AS FoundTable ORDER BY CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'SeqNo' THEN [SeqNo] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'SeqNo' THEN [SeqNo] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'Size' THEN [Size] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'Size' THEN [Size] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'Format' THEN [Format] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'Format' THEN [Format] 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 'FilePrefix' THEN [FilePrefix] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'FilePrefix' THEN [FilePrefix] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'FieldName' THEN [FieldName] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'FieldName' THEN [FieldName] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'UDFCategory' THEN [UDFCategory] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'UDFCategory' THEN [UDFCategory] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'Validation' THEN [Validation] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'Validation' THEN [Validation] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'Length' THEN [Length] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'Length' THEN [Length] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'Low' THEN [Low] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'Low' THEN [Low] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'High' THEN [High] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'High' THEN [High] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'Decimal' THEN [Decimal] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'Decimal' THEN [Decimal] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'DateValue' THEN [DateValue] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'DateValue' THEN [DateValue] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'NumberValue' THEN [NumberValue] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'NumberValue' THEN [NumberValue] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'Text1' THEN [Text1] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'Text1' THEN [Text1] END END DESC SELECT * FROM #FoundTable WHERE ( @StartRow IS NULL OR ( [Row_Number] BETWEEN @StartRow AND @EndRow ) ) SELECT (COUNT([Row_Number])) As [TotalRecords] FROM #FoundTable END GO IF OBJECT_ID (N'KAAS_GetUDFFormforHandler',N'P') IS NOT NULL DROP PROCEDURE KAAS_GetUDFFormforHandler GO CREATE PROCEDURE KAAS_GetUDFFormforHandler @HANLDER VARCHAR(10), @CASECODE VARCHAR(20) AS /******************************************************************************************************* * This procedure is used to get UDF's form details based on Handler for the particular case code. * * * * * * Stored Procedure Name : [dbo].[KAAS_GetUDFFormforHandler] * * Copied from : [dbo].[KY_NETGetUDFFormforHandler] * * * * Modification History : * * 2019-04-13 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON SELECT ISNULL(FORMID,0) AS FORMID FROM UDFFormCaseRelation WHERE Handler=@HANLDER AND casecode=@CASECODE SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_GetUDFFormsByCasePlan' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_GetUDFFormsByCasePlan] END GO CREATE PROCEDURE [dbo].[KAAS_GetUDFFormsByCasePlan] (@WKTCODE VARCHAR(10)='', @CaseCode VARCHAR(20)='') AS /******************************************************************************************************* * Retrieves list of UDF Forms for a Case Plan, including all Global ones. * * * * * * Stored Procedure Name : [dbo].[KAAS_GetUDFFormsByCasePlan] * * Copied from : [dbo].[ky_NETGetUDFFormsByCasePlan] * * * * Modification History : * * 2019-04-13 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON IF RTRIM(ISNULL(@WKTCODE, '')) = '' BEGIN SELECT TOP 1 @WKTCODE = RTRIM([CSM].[CSWKTCODE]) FROM [dbo].[CaseMaster] [CSM] WHERE [CSM].[CSCODE] = @CaseCode END IF RTRIM(ISNULL(@WKTCODE, '')) = '' BEGIN SELECT [UF].[FormID], [UF].[FormName] FROM [dbo].[UDFForms] UF WHERE [UF].[IsGlobal] = 1 END ELSE BEGIN SELECT [UF].[FormID], [UF].[FormName] FROM [dbo].[UDFForms] [UF] CROSS APPLY (SELECT COUNT(1) AS [Total] FROM [dbo].[CasePlanUDFForms] [CPUF] WHERE [CPUF].[FormID] = [UF].[FormID] AND [CPUF].[CasePlan] = @WKTCODE) [CPYF] WHERE [CPYF].[Total] > 0 OR [UF].[IsGlobal] = 1 END SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_GetUserSettings',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_GetUserSettings] GO CREATE PROCEDURE [dbo].[KAAS_GetUserSettings] (@Handler NVARCHAR(10), --DO NOT CHANGE, table contains NVARCHAR columns @Key NVARCHAR(100)) --DO NOT CHANGE, table contains NVARCHAR columns As /******************************************************************************************************* * This Procedure is used to Get User Settings value * * * * Stored Procedure Name : [dbo].[KAAS_GetUserSettings] * * Copied from : [dbo].[Ky_NETGetUserSettings] * * * * Modification History : * * 2019-04-24 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON SELECT USS.[Value] FROM [dbo].[UserSettings] USS WHERE USS.[Handler] = @Handler AND USS.[Key] = @Key SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_GetUTEDayBook', N'P') IS NOT NULL BEGIN DROP PROCEDURE [dbo].[KAAS_GetUTEDayBook] END GO CREATE PROCEDURE [dbo].[KAAS_GetUTEDayBook] (@FECode VARCHAR(10), @Post CHAR(1) = 'N', @Handler NVARCHAR(10), @RecordId INT) AS /******************************************************************************************************* * Gets the Day Book for a Record Id * * * * Stored Procedure Name : [dbo].[KAAS_GetUTEDayBook] * * Copied from : [dbo].[ky_NETGetMyDayBook] * * * * Modification History: * * 2019-05-24 Vinodhan K Created * *******************************************************************************************************/ BEGIN DECLARE @DayBookValue INT SELECT @DayBookValue = ISNULL(SUM([TDB].[Time]), 0) FROM [dbo].[Timedaybook] [TDB] WITH (NOLOCK) WHERE [TDB].[FeeEarn] = @FECode IF(@DayBookValue = 0) BEGIN SET @DayBookValue=1 END DECLARE @DAYBOOK TABLE ([Time] INT NOT NULL, [CaseTime] VARCHAR(60) NOT NULL, [MatterDetails] VARCHAR(500) NOT NULL, [Progress] INT NOT NULL, [StopwatchStatus] INT NOT NULL, [RecordID] INT NOT NULL PRIMARY KEY, [DATE] DATETIME NOT NULL, [MATTER] VARCHAR(20) NOT NULL, [DisplayMatter] VARCHAR(20) NOT NULL, [Name] VARCHAR(256) NOT NULL, [COMMENT] VARCHAR(1000) NOT NULL, [CHARGE] DECIMAL(10, 2) NOT NULL, [TimeOrCharge] VARCHAR(1) NOT NULL, [Post] VARCHAR(1) NOT NULL) DECLARE @DAYBOOKSUM TABLE ([id] INT IDENTITY(1, 1) NOT NULL PRIMARY KEY, [RecordID] INT NOT NULL, [Time] INT NOT NULL, [OriginalTime] INT NOT NULL, [TotalTimeMinusOne] INT NOT NULL) INSERT INTO @DAYBOOK ([Time], [CaseTime], [MatterDetails], [Progress], [StopwatchStatus], [RecordID], [DATE], [MATTER], [DisplayMatter], [Name], [COMMENT], [CHARGE], [TimeOrCharge], [Post]) SELECT [TDB].[Time], CASE WHEN [TDB].[Time] < 0 THEN '-' ELSE '' END + SUBSTRING(CONVERT(VARCHAR, FLOOR(ABS([TDB].[Time]) / 60)), LEN(CONVERT(VARCHAR, FLOOR(ABS([TDB].[Time]) / 60))) - 2, 3) + ':' + SUBSTRING(CONVERT(VARCHAR, 100 + ABS([TDB].[Time]) % 60), LEN(CONVERT(VARCHAR, 100 + ABS([TDB].[Time]) % 60)) - 1, 2) AS [CaseTime], [dbo].[KAAS_FN_RemoveSpuriousWhitespace] --2018-03-12 ( RTRIM(ISNULL([CON].[Name], '')) + ' ' + RTRIM(ISNULL([MAT].[Description], '')), 500) AS [MatterDetails], 0 AS [Progress], ISNULL([TDB].[StopwatchStatus], 0) AS [StopwatchStatus], [TDB].[RecordID] AS [RecordID], [TDB].[Date] AS [DATE], [TDB].[Matter] AS [Matter], CASE WHEN [TDB].[Matter] = '~' THEN 'Admin Time' ELSE [TDB].[Matter] END AS [DisplayMatter], RTRIM(ISNULL([CON].[Name],'')) AS [Name], RTRIM(ISNULL([TDB].[Comment], '')) AS [COMMENT], [TDB].[Charge] AS [CHARGE], UPPER([TDB].[TimeOrCharge]) AS [TimeorCharge], CASE WHEN RTRIM(UPPER(ISNULL([TDB].[Post], ''))) = 'N' THEN 'N' ELSE 'Y' END AS [Post] FROM [dbo].[TimeDayBook] [TDB] WITH (NOLOCK) LEFT OUTER JOIN [dbo].[matters] [MAT] WITH (NOLOCK) ON [MAT].[Code] = [TDB].[Matter] LEFT OUTER JOIN [dbo].[Contacts] [CON] WITH (NOLOCK) ON [CON].[Code] = [MAT].[ClientCode] WHERE [TDB].[RecordID] = @RecordId AND [TDB].[FeeEarn] = @FECode AND ISNULL([TDB].[Post], 'Y') IN ('Y', @Post) INSERT INTO @DAYBOOKSUM ([RecordID], [Time], [OriginalTime], [TotalTimeMinusOne]) SELECT [TDB].[RecordID], 0, ISNULL([TDB].[Time], 0), 0 FROM @DAYBOOK [TDB] ORDER BY [TDB].[RecordID] DECLARE @TOTALTIME INT SET @TOTALTIME = 0 UPDATE [DBS] SET @TOTALTIME = @TOTALTIME + ISNULL([DBSPREV].[OriginalTime], 0), [DBS].[TotalTimeMinusOne] = @TOTALTIME FROM @DAYBOOKSUM [DBS] LEFT OUTER JOIN @DAYBOOKSUM [DBSPREV] ON [DBSPREV].[id] = [DBS].[id] - 1 UPDATE [DBS] SET [DBS].[Time] = [DBS].[OriginalTime] + [DBS].[TotalTimeMinusOne] FROM @DAYBOOKSUM [DBS] -- This will guarantee that the percentages in [Progress] will always add up to exactly 100 UPDATE [TDB] SET [TDB].[Progress] = CONVERT(INT, ROUND((CONVERT(FLOAT, [TDBS].[Time]) / CONVERT(FLOAT, @DayBookValue)) * CONVERT(FLOAT, 100), 0)) --The current cumulative percentage - CONVERT(INT, ROUND((CONVERT(FLOAT, [TDBS].[Time] - [TDB].[Time]) / CONVERT(FLOAT, @DayBookValue)) * CONVERT(FLOAT, 100), 0)) -- minus the last cumulative percentage FROM @DAYBOOKSUM [TDBS] INNER JOIN @DAYBOOK [TDB] ON [TDB].[RecordID] = [TDBS].[RecordID] --CROSS APPLY (SELECT ISNULL(SUM([TDBP].[Time]), 0) AS [Time] -- FROM @DAYBOOK [TDBP] -- WHERE [TDBP].[RecordID] <= [TDB].[RecordID]) [TDBS] SELECT [TDB].[Time], [TDB].[CaseTime], [TDB].[MatterDetails], [TDB].[Progress], [TDB].[StopwatchStatus], [TDB].[RecordID], [TDB].[DATE], [TDB].[MATTER], [TDB].[DisplayMatter], [TDB].[Name], [TDB].[COMMENT], [TDB].[CHARGE], [TDB].[TimeOrCharge], [TDB].[Post] FROM @DAYBOOK [TDB] END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_HandlerIsAuthorisedToControlGroup' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_HandlerIsAuthorisedToControlGroup] END GO CREATE PROCEDURE [dbo].[KAAS_HandlerIsAuthorisedToControlGroup] (@Handler VARCHAR(10), @GroupName VARCHAR(100)) AS /******************************************************************************************************* * Procedure checks whether a particular handler is authorised to use a piece of Framework * * functionality. This can be useful in external components from which the same functionality * * needs to be restricted. * * * * Stored Procedure Name : [dbo].[KAAS_HandlerIsAuthorisedToControlGroup] * * Copied from : [dbo].[ky_NETSPHandlerIsAuthorisedToControlGroup] * * * * Modification History : * * 2019-04-12 Vinodhan K Created * *******************************************************************************************************/ BEGIN DECLARE @IsAuthorised INT SELECT @IsAuthorised = CASE WHEN COUNT(1) = 0 THEN 1 ELSE 0 END FROM [dbo].[KHCtlGroups] [KCG] LEFT OUTER JOIN [dbo].[KHCtlHandlers] [ALL] ON [ALL].[Handler] = '' AND [ALL].[groupid] = [KCG].[id] LEFT OUTER JOIN [dbo].[KHCtlHandlers] [KHH] ON [KHH].[Handler] = @Handler AND [KHH].[groupid] = [KCG].[id] WHERE [KCG].[GroupName] = @GroupName AND ( [ALL].[id] IS NOT NULL OR [KHH].[id] IS NOT NULL) SELECT CONVERT(BIT, @IsAuthorised) AS [IsAuthorised] RETURN @IsAuthorised END GO IF OBJECT_ID(N'[KAAS_InsertAllMatterChargeOutRates]',N'P') IS NOT NULL DROP PROCEDURE [KAAS_InsertAllMatterChargeOutRates] GO CREATE PROCEDURE [KAAS_InsertAllMatterChargeOutRates] ( @ClientCode VARCHAR(20), @MatterCode VARCHAR(20), @HandlerType VARCHAR(20)) AS /******************************************************************************************************* * This procedure is used to insert all unretired handlers/charge groups into * * the matter charge out rate list. * * * * Stored Procedure Name : [dbo].[KAAS_InsertAllMatterChargeOutRates] * * Copied from : [dbo].[ky_NETMATInsertAllHandlers] * * * * Modification History : * * 2019-05-24 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON IF (@HandlerType = 'FeeEarners') BEGIN INSERT INTO [dbo].[MatterChargeOutRates] ( [ClientCode], [MatterCode], [FeCode], [Rate], [ModifyDate], [EffectiveDate]) SELECT @ClientCode, @MatterCode, LTRIM(RTRIM(HAN.[CODE])), ISNULL(HAN.[RATE], 0), GETUTCDATE(), GETUTCDATE() FROM [dbo].[Handlers] AS HAN LEFT OUTER JOIN [dbo].[MatterChargeOutRates] AS MCOR ON MCOR.[ClientCode] = @ClientCode AND MCOR.[MatterCode] = @MatterCode AND LTRIM(RTRIM(MCOR.[FeCode])) = LTRIM(RTRIM(HAN.[CODE])) WHERE ISNULL(HAN.[TEAMCODE], '') <> 'Y' AND ISNULL(HAN.[RETIRED], '') <> 'Y' AND MCOR.[FeCode] IS NULL END ELSE BEGIN INSERT INTO [dbo].[MatterChargeOutRates] ( [ClientCode], [MatterCode], [FeCode], [Rate], [ModifyDate], [EffectiveDate]) SELECT @ClientCode, @MatterCode, LTRIM(RTRIM(HCG.[Code])), ISNULL(HCG.[DefaultRate], 0), GETUTCDATE(), GETUTCDATE() FROM [dbo].[HandlerChargeGroups] AS HCG LEFT OUTER JOIN [dbo].[MatterChargeOutRates] AS MCOR ON MCOR.[ClientCode] = @ClientCode AND MCOR.[MatterCode] = @MatterCode AND LTRIM(RTRIM(MCOR.[FeCode])) = LTRIM(RTRIM(HCG.[Code])) WHERE ISNULL(HCG.[Retired], '') <> 'Y' AND MCOR.[FeCode] IS NULL END SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_InsertCaseAssociate' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_InsertCaseAssociate] END GO CREATE PROCEDURE [dbo].[KAAS_InsertCaseAssociate] (@XML NVARCHAR(MAX), @Result INT OUTPUT) AS /************************************************************************************************************* * Description: This procedure is used To insert "Add Case Associate Details" in * * CaseAssociatesNames, CaseContacts AND CaseAssociateTypes * * * * Stored Procedure Name : KAAS_InsertCaseAssociate * * Copied From : [dbo].[ky_NETXMLInsertCaseAssociate] * * * * * * Compatibility information - PLEASE update older versions if necessary to ensure the compatible software * * remains fully functional * * ********************************************************************************************************* * * * * * * * Supersedes: [dbo].[ky_NETInsertCaseAssociate] * * * * 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_NETInsertCaseAssociate] * * 2014-08-20 PINO allow for 20 characters in CaseCode as this field will * * be extended at a future date. * * * * 2015-01-21 PINO change NVARCHAR to VARCHAR * * 2015-02-03 Praveen Added following field BankName,BankAddress,BankSortCode,BankAccNo,IBan,Bic * * 2015-06-23 Sridharan KEYD-2332 - Use of LTRIM(RTRIM( * * 2015-10-15 Sridharan RDJ-156 -Adding same Associate twice * * 2015-11-27 John KEYD-2968 - Fixed @CivilBillSerDate and @CivilSumSerDate not saving * * 2015-12-14 Sridharan RDJ-163 - Changing Sequence Number in Case Associates * * 2016-01-13 Sridharan KEYD-3114 - Resequence Case Associates after sequence number changes * * 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 ticked automatically. * * 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 * * 2016-04-20 Suriya M KEYD-3487 - When you retire a Case associate, all other types are * * displayed as retired in the Client/Case associate. * * 2016-10-27 Sridharan KEYD-4197 - EFT Bank Details Validation on Contact and * * Case Associate screens * * 2018-03-22 Pino Carafa KEYD-4489 - Standardised all Address fields to 500 characters * * * * 2019-01-24 Pino Carafa KEYD-5503 - In preparation of adding EFTEmailAddress, re-created procedure * * with XML parameter * * 2019-01-24 Pino Carafa KEYD-5503 - Added EFTEmailAddress * * 2019-02-07 Pino Carafa KEYD-5619 - Added SOLISCAN and INSISCAN * * 2019-07-30 Vinodhan K Created KAAS_InsertCaseAssociate * * * *************************************************************************************************************/ BEGIN SET NOCOUNT ON --CaseAssociateNames 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 @DateOFBirth DATETIME DECLARE @DateSeparated DATETIME DECLARE @DeceasedDate DATETIME DECLARE @MarriageDate DATETIME DECLARE @Type VARCHAR(12) DECLARE @Gender VARCHAR(20) DECLARE @MaritalStatus VARCHAR(20) DECLARE @Tax VARCHAR(1) DECLARE @Deceased VARCHAR(1) DECLARE @Edit INT DECLARE @AddressType VARCHAR(1) DECLARE @ServiceType VARCHAR(1) DECLARE @CompanyRegNo VARCHAR(20) DECLARE @VATno VARCHAR(20) -- CaseContacts DECLARE @CaseCode VARCHAR(20) DECLARE @OurCode VARCHAR(6) DECLARE @SOLISCAN BIT DECLARE @OtherReference VARCHAR(50) DECLARE @OurCodeIn VARCHAR(6) DECLARE @INSISCAN BIT DECLARE @InsRef VARCHAR(20) DECLARE @RecNo VARCHAR(20) DECLARE @HearingDate DATETIME DECLARE @Time VARCHAR(20) DECLARE @Relationship VARCHAR(50) DECLARE @Nominated BIT DECLARE @AssignedContact INT DECLARE @CivilSumSerDate DATETIME DECLARE @CivilBillSerDate DATETIME DECLARE @SummarySumSerDate DATETIME DECLARE @InstOrdSerDate DATETIME DECLARE @ComOrdSerDate DATETIME DECLARE @WarrantIssDate DATETIME DECLARE @Seq SMALLINT DECLARE @hdnSeq SMALLINT 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 @Bic VARCHAR(20) DECLARE @EFTEmailAddress VARCHAR(150) DECLARE @AssociateForOtherSide BIT DECLARE @Publish CHAR(1) DECLARE @Retired VARCHAR(1) 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 --CaseAssociateNames @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], @DateOFBirth = [CAN].[DateOFBirth], @DateSeparated = [CAN].[DateSeparated], @DeceasedDate = [CAN].[DeceasedDate], @MarriageDate = [CAN].[MarriageDate], @Type = [CAN].[Type], @Gender = [CAN].[Gender], @MaritalStatus = [CAN].[MaritalStatus], @Tax = [CAN].[Tax], @Deceased = [CAN].[Deceased], @Edit = [CAN].[Edit], @AddressType = [CAN].[AddressType], @ServiceType = [CAN].[ServiceType], @CompanyRegNo = [CAN].[CompanyRegNo], @VATno = [CAN].[VATno], -- CaseContacts @CaseCode = [CAN].[CaseCode], @SOLISCAN = [CAN].[SOLISCAN], @OurCode = [CAN].[OurCode], @OtherReference = [CAN].[OtherReference], @INSISCAN = [CAN].[INSISCAN], @OurCodeIn = [CAN].[OurCodeIn], @InsRef = [CAN].[InsRef], @RecNo = [CAN].[RecNo], @HearingDate = [CAN].[HearingDate], @Time = [CAN].[Time], @Relationship = [CAN].[Relationship], @Nominated = [CAN].[Nominated], @AssignedContact = [CAN].[AssignedContact], @CivilSumSerDate = [CAN].[CivilSumSerDate], @CivilBillSerDate = [CAN].[CivilBillSerDate], @SummarySumSerDate = [CAN].[SummarySumSerDate], @InstOrdSerDate = [CAN].[InstOrdSerDate], @ComOrdSerDate = [CAN].[ComOrdSerDate], @WarrantIssDate = [CAN].[WarrantIssDate], @Seq = [CAN].[Seq], @hdnSeq = [CAN].[hdnSeq], @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], @AssociateForOtherSide = [CAN].[AssociateForOtherSide], @Publish = [CAN].[Publish], @Retired = [CAN].[Retired], @BankType = [CAN].[BankType] 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', [DateOFBirth] DATETIME 'DateOFBirth', [DateSeparated] DATETIME 'DateSeparated', [DeceasedDate] DATETIME 'DeceasedDate', [MarriageDate] DATETIME 'MarriageDate', [Type] VARCHAR(12) 'Type', [Gender] VARCHAR(20) 'Gender', [MaritalStatus] VARCHAR(20) 'MaritalStatus', [Tax] VARCHAR(1) 'Tax', [Deceased] VARCHAR(1) 'Deceased', [Edit] INT 'Edit', [AddressType] VARCHAR(1) 'AddressType', [ServiceType] VARCHAR(1) 'ServiceType', [CompanyRegNo] VARCHAR(20) 'CompanyRegNo', [VATno] VARCHAR(20) 'VATno', -- CaseContacts [CaseCode] VARCHAR(20) 'CaseCode', [SOLISCAN] Bit 'SOLISCAN', [OurCode] VARCHAR(6) 'OurCode', [OtherReference] VARCHAR(50) 'OtherReference', [INSISCAN] Bit 'INSISCAN', [OurCodeIn] VARCHAR(6) 'OurCodeIn', [InsRef] VARCHAR(20) 'InsRef', [RecNo] VARCHAR(20) 'RecNo', [HearingDate] DATETIME 'HearingDate', [Time] VARCHAR(20) 'Time', [Relationship] VARCHAR(50) 'Relationship', [Nominated] BIT 'Nominated', [AssignedContact] INT 'AssignedContact', [CivilSumSerDate] DATETIME 'CivilSumSerDate', [CivilBillSerDate] DATETIME 'CivilBillSerDate', [SummarySumSerDate] DATETIME 'SummarySumSerDate', [InstOrdSerDate] DATETIME 'InstOrdSerDate', [ComOrdSerDate] DATETIME 'ComOrdSerDate', [WarrantIssDate] DATETIME 'WarrantIssDate', [Seq] SMALLINT 'Seq', [hdnSeq] SMALLINT 'hdnSeq', [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', [AssociateForOtherSide] BIT 'AssociateForOtherSide', [Publish] CHAR(1) 'Publish', [Retired] VARCHAR(1) 'Retired', [BankType] VARCHAR(1) 'BankType') [CAN] BEGIN TRY EXEC sp_xml_removedocument @iSL END TRY BEGIN CATCH END CATCH DECLARE @Connum INT SET @Connum = 0 IF @Seq = -1 BEGIN SELECT Top 1 @Connum = [CC].[CONNUM] FROM [dbo].[CaseContacts] [CC] WHERE [CC].[CASECODE] = @CaseCode AND [CC].[CONTYPE] = @Type ORDER BY [CC].[CONNUM] DESC SET @Connum = ISNULL(@Connum, 0) + 1 END ELSE BEGIN SET @Connum = ISNULL(@Seq, 1) END IF @Edit = 0 BEGIN IF (SELECT TOP 1 1 FROM [dbo].[CaseContacts] [CC] WHERE [CC].[CASECODE] = @CaseCode AND [CC].[CONTYPE] = @Type AND [CC].[CONNUM] = @Seq) IS NULL BEGIN INSERT INTO [dbo].[CaseContacts] ([CASECODE], [CONTYPE], [CONNUM], [NAMECODE], [SOLCODE], [SOLISCAN], [SOLREF], [INSCODE], [INSISCAN], [INSREF], [COURTRECORDNO], [HEARINGDATE], [TIME], [Relationship], [Nominated], [AssignedContact], [CivilSumSDate], [CivilBillSDate], [SSumSDate], [InstOrdSDate], [ComOrdSDate], [WarrantIssDate], [IsAssociateOtherSide], [PUBLISH], [Retired]) VALUES(@CaseCode, ISNULL(@Type,''), @Connum, @Code, @OurCode, ISNULL(@SOLISCAN, 0), @OtherReference, @OurCodeIn, ISNULL(@INSISCAN, 0), @InsRef, @RecNo, CASE @HearingDate WHEN NULL THEN '' ELSE CONVERT(DATETIME, @HearingDate, 112) END, @Time, @Relationship, @Nominated, @AssignedContact, CASE @CivilSumSerDate WHEN NULL THEN '' ELSE CONVERT(DATETIME, @CivilSumSerDate, 112) END, CASE @CivilBillSerDate WHEN NULL THEN '' ELSE CONVERT(DATETIME, @CivilBillSerDate, 112) END, CASE @SummarySumSerDate WHEN NULL THEN '' ELSE CONVERT(DATETIME, @SummarySumSerDate, 112) END, CASE @InstOrdSerDate WHEN NULL THEN '' ELSE CONVERT(DATETIME, @InstOrdSerDate, 112) END, CASE @ComOrdSerDate WHEN NULL THEN '' ELSE CONVERT(DATETIME, @ComOrdSerDate, 112) END, CASE @WarrantIssDate WHEN NULL THEN '' ELSE CONVERT(DATETIME,@WarrantIssDate,112) END, @AssociateForOtherSide, @Publish, @Retired) IF NOT EXISTS (SELECT TOP 1 1 FROM [dbo].[CaseAssoicatesTypes] [CAT] WHERE [CAT].[NAMECODE] = @code AND [CAT].[TYPECODE] = @Type) BEGIN INSERT INTO [dbo].[CaseAssoicatesTypes] ([NAMECODE], [TYPECODE], [SEARCHCODE]) VALUES(@Code, @Type, '') END 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], [LEGALNAME], [LEGALADDRESS], [DXREF], [DOB], [MARTIALSTATUS], [MARRIAGEDATE], [DATESEPARATED], [DECEASEDDATE], [OCCUPATION], [NOTES], [Area], [Town], [Gender], [SSNUMBER], [COURTNO], [COURTAREA], [TAX], [DECEASED], [AddressType], [ServiceType], [CRONUMBER], [VATNUMBER], [FORENAME], [SURNAME], [County], [PostalCode], [BankName], [BankAddress], [BankSortCode], [BankAccNo], [IBAN], [BIC], [EFTEmailAddress], [BankType]) VALUES(@Code, ISNULL(@Type,''), @Fullname, @Salutation, @JobTitle, @Company, @Address, @PhoneNo, @FaxNo, @Home, @MobileNo, @Email, @WebAddress, @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,''), @PPSNo, 0, '', @Tax, @Deceased, @AddressType, @ServiceType, @CompanyRegNo, @VATno, @FirstName, @SurName, @County, @PostalCode, @BankName, @BankAddress, @BankSortCode, @BankAccNo, @IBan, @Bic, @EFTEmailAddress, @BankType) END EXEC [dbo].[KAAS_ReorderCaseContact] @CaseCode, @Type, @Seq, @Seq SET @Result = 1 END ELSE BEGIN IF ((SELECT ISNULL(UPPER(RTRIM([CC].[NAMECODE])), '') FROM [dbo].[CaseContacts] [CC] WHERE [CC].[CASECODE] = @CaseCode AND [CC].[CONTYPE] = @Type AND [CC].[CONNUM] = @Seq) = 'N/A') BEGIN DELETE [CC] FROM [dbo].[CaseContacts] [CC] WHERE [CC].[CASECODE] = @CaseCode AND [CC].[CONTYPE] = @Type AND [CC].[CONNUM] = @Seq 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], [LEGALNAME], [LEGALADDRESS], [DXREF], [DOB], [MARTIALSTATUS], [MARRIAGEDATE], [DATESEPARATED], [DECEASEDDATE], [OCCUPATION], [NOTES], [Area], [Town], [Gender], [SSNUMBER], [COURTNO], [COURTAREA], [TAX], [DECEASED], [AddressType], [ServiceType], [CRONUMBER], [VATNUMBER], [FORENAME], [SURNAME], [County], [PostalCode], [BankName], [BankAddress], [BankSortCode], [BankAccNo], [IBAN], [BIC], [EFTEmailAddress], [BankType]) VALUES(@Code, ISNULL(@Type,''), @Fullname, @Salutation, @JobTitle, @Company, @Address, @PhoneNo, @FaxNo, @Home, @MobileNo, @Email, @WebAddress, @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,''), @PPSNo, 0, '', @Tax, @Deceased, @AddressType, @ServiceType, @CompanyRegNo, @VATno, @FirstName, @SurName, @County, @PostalCode, @BankName, @BankAddress, @BankSortCode, @BankAccNo, @IBan, @Bic, @EFTEmailAddress, @BankType) INSERT INTO [dbo].[CaseContacts] ([CASECODE], [CONTYPE], [CONNUM], [NAMECODE], [SOLCODE], [SOLISCAN], [SOLREF], [INSCODE], [INSISCAN], [INSREF], [COURTRECORDNO], [HEARINGDATE], [TIME], [Relationship], [Nominated], [AssignedContact], [CivilSumSDate], [CivilBillSDate], [SSumSDate], [InstOrdSDate], [ComOrdSDate], [WarrantIssDate], [IsAssociateOtherSide], [PUBLISH], [Retired]) VALUES(@CaseCode, ISNULL(@Type,''), @Connum, @Code, @OurCode, ISNULL(@SOLISCAN, 0), @OtherReference, @OurCodeIn, ISNULL(@INSISCAN, 0), @InsRef, @RecNo, CASE @HearingDate WHEN NULL THEN '' ELSE CONVERT(DATETIME, @HearingDate, 112) END, @Time, @Relationship, @Nominated, @AssignedContact, CASE @CivilSumSerDate WHEN NULL THEN '' ELSE CONVERT(DATETIME, @CivilSumSerDate, 112) END, CASE @CivilBillSerDate WHEN NULL THEN '' ELSE CONVERT(DATETIME, @CivilBillSerDate, 112) END, CASE @SummarySumSerDate WHEN NULL THEN '' ELSE CONVERT(DATETIME, @SummarySumSerDate, 112) END, CASE @InstOrdSerDate WHEN NULL THEN '' ELSE CONVERT(DATETIME, @InstOrdSerDate, 112) END, CASE @ComOrdSerDate WHEN NULL THEN '' ELSE CONVERT(DATETIME, @ComOrdSerDate, 112) END, CASE @WarrantIssDate WHEN NULL THEN '' ELSE CONVERT(DATETIME,@WarrantIssDate,112) END, @AssociateForOtherSide, @Publish, @Retired) IF NOT EXISTS (SELECT TOP 1 1 FROM [dbo].[CaseAssoicatesTypes] [CAT] WHERE [CAT].[NAMECODE] = @code AND [CAT].[TYPECODE] = @Type) BEGIN INSERT INTO [dbo].[CaseAssoicatesTypes] ([NAMECODE], [TYPECODE], [SEARCHCODE]) VALUES(@Code, @Type, '') END SET @Result = 1 END ELSE BEGIN SET @Result = 0 END END ELSE SET @Result = 5 END END ELSE BEGIN IF EXISTS(SELECT TOP 1 1 FROM [dbo].[CaseContacts] [CC] WHERE [CC].[CASECODE] = @CaseCode AND [CC].[CONTYPE] = @Type AND [CC].[CONNUM] = @hdnSeq) BEGIN --Case Associate Names 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].[LEGALNAME] = @LegalName, [CAN].[LEGALADDRESS] = @LegalAddress, [CAN].[DXREF] = @DXRel, [CAN].[DOB] = CASE @DateOFBirth WHEN NULL THEN @DateOFBirth ELSE CONVERT(DATETIME, CONVERT(VARCHAR, CONVERT(DATETIME, @DateOFBirth), 112)) END, [CAN].[MARTIALSTATUS] = ISNULL(@MaritalStatus, ''), [CAN].[MARRIAGEDATE] = CASE @MarriageDate WHEN NULL THEN @MarriageDate ELSE CONVERT(DATETIME, CONVERT(VARCHAR, CONVERT(DATETIME, @MarriageDate), 112)) END, [CAN].[DATESEPARATED] = CASE @DateSeparated WHEN NULL THEN @DateSeparated ELSE CONVERT(DATETIME, CONVERT(VARCHAR, CONVERT(DATETIME, @DateSeparated), 112)) END, [CAN].[DECEASEDDATE] = CASE @DeceasedDate WHEN NULL THEN @DeceasedDate ELSE CONVERT(DATETIME, CONVERT(VARCHAR, CONVERT(DATETIME, @DeceasedDate), 112)) END, [CAN].[OCCUPATION] = @Occupation, [CAN].[NOTES] = @Note, [CAN].[AREA] = @Area, [CAN].[TOWN] = @Town, [CAN].[GENDER] = ISNULL(@Gender, ''), [CAN].[SSNUMBER] = @PPSNo, [CAN].[TAX] = @Tax, [CAN].[DECEASED] = @Deceased, [CAN].[AddressType] = @AddressType, [CAN].[ServiceType] = @ServiceType, [CAN].[CRONUMBER] = @CompanyRegNo, [CAN].[VATNUMBER] = @VATno, [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].[BankType] = @BankType FROM [dbo].[CaseAssociatesNames] [CAN] WHERE [CAN].[CODE] = @Code --Case Contacts UPDATE [CC] SET [CC].[CONNUM] = @Seq, [CC].[SOLCODE] = @OurCode, [CC].[SOLISCAN] = ISNULL(@SOLISCAN, 0), [CC].[SOLREF] = @OtherReference, [CC].[INSCODE] = @OurCodeIn, [CC].[INSISCAN] = ISNULL(@INSISCAN, 0), [CC].[INSREF] = @InsRef, [CC].[COURTRECORDNO] = @RecNo, [CC].[HEARINGDATE] = CASE @HearingDate WHEN NULL THEN @HearingDate ELSE CONVERT(DATETIME, CONVERT(VARCHAR, CONVERT(DATETIME, @HearingDate), 112)) END, [CC].[TIME] = @Time, [CC].[Relationship] = @Relationship, [CC].[Nominated] = @Nominated, [CC].[AssignedContact] = @AssignedContact, [CC].[CivilSumSDate] = CASE @CivilSumSerDate WHEN NULL THEN @CivilSumSerDate ELSE CONVERT(DATETIME, CONVERT(VARCHAR, CONVERT(DATETIME, @CivilSumSerDate), 112)) END, [CC].[CivilBillSDate] = CASE @CivilBillSerDate WHEN NULL THEN @CivilBillSerDate ELSE CONVERT(DATETIME, CONVERT(VARCHAR, CONVERT(DATETIME, @CivilBillSerDate), 112)) END, [CC].[SSumSDate] = CASE @SummarySumSerDate WHEN NULL THEN @SummarySumSerDate ELSE CONVERT(DATETIME, CONVERT(VARCHAR, CONVERT(DATETIME, @SummarySumSerDate), 112)) END, [CC].[InstOrdSDate] = CASE @InstOrdSerDate WHEN NULL THEN @InstOrdSerDate ELSE CONVERT(DATETIME, CONVERT(VARCHAR, CONVERT(DATETIME, @InstOrdSerDate), 112)) END, [CC].[ComOrdSDate] = CASE @ComOrdSerDate WHEN NULL THEN @ComOrdSerDate ELSE CONVERT(DATETIME, CONVERT(VARCHAR, CONVERT(DATETIME, @ComOrdSerDate), 112)) END, [CC].[WarrantIssDate] = CASE @WarrantIssDate WHEN NULL THEN @WarrantIssDate ELSE CONVERT(DATETIME, CONVERT(VARCHAR, CONVERT(DATETIME, @WarrantIssDate), 112)) END, [CC].[IsAssociateOtherSide] = @AssociateForOtherSide, [CC].[PUBLISH] = @Publish, [CC].[Retired] = @Retired FROM [dbo].[CaseContacts] [CC] WHERE [CC].[CASECODE] = @CaseCode AND [CC].[CONTYPE] = @Type AND [CC].[NAMECODE] = @Code AND [CC].[CONNUM] = @hdnSeq UPDATE [CC] SET [CC].[Retired] = @Retired FROM [dbo].[CaseContacts] [CC] WHERE [CC].[NAMECODE] = @Code UPDATE [CAN] SET [CAN].[Retired] = @Retired FROM [dbo].[CaseAssociatesNames] [CAN] WHERE [CAN].[CODE] = @Code UPDATE [CAT] SET [CAT].[Retired] = @Retired FROM [dbo].[CaseAssoicatesTypes] [CAT] WHERE [CAT].[NAMECODE] = @Code EXEC KAAS_ReorderCaseContact @CaseCode,@Type,@hdnSeq,@Seq SET @Result = 2 END END SET NOCOUNT OFF END GO IF OBJECT_ID(N'[KAAS_InsertCaseAssociateType]',N'P')IS NOT NULL DROP PROCEDURE [KAAS_InsertCaseAssociateType] GO CREATE PROCEDURE [KAAS_InsertCaseAssociateType] ( @Code VARCHAR(12) ,@BckCode VARCHAR(12) ,@Description VARCHAR(50) ,@Edit INT ,@Result INT OUTPUT ) AS /******************************************************************************************************* * This procedure is used To insert "Add Case Associate Details" in CaseAssociatesContacts, * * CaseContacts AND CaseAssociateTypes . * * * * Stored Procedure Name : [dbo].[KAAS_InsertCaseAssociateType] * * Copied from : [dbo].[ky_NETInsertCaseAssociateType] * * * * Modification History : * * 2019-05-30 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON SET @Result = 0 IF (@Edit = 0) BEGIN IF (SELECT TOP 1 1 FROM AssociateTypes WHERE RTRIM(UPPER(CODE)) = UPPER(@Code))IS NULL BEGIN INSERT INTO AssociateTypes ( CODE ,DESCRIPTION ) VALUES (@Code, @Description) SET @Result = 1 END END ELSE BEGIN UPDATE AssociateTypes SET CODE = UPPER(@Code) ,[DESCRIPTION] = @Description WHERE CODE = @BckCode SET @Result = 2 END SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_InsertCaseContact',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_InsertCaseContact] GO CREATE PROCEDURE [dbo].[KAAS_InsertCaseContact] (@CaseContactXML XML, @Result INT OUTPUT) AS /***************************************************************************** Stored Procedure Name : KAAS_InsertCaseContact Copied From : ky_NETInsertCaseContact Description: This procedure is used To insert "Add Case Associate Details" in CaseAssociatesContacts, CaseContacts AND CaseAssociateTypes 23JUN2015 Sridharen KEYD - 2332 - Use of LTRIM(RTRIM( 08AUG2015 sridharan KEYD - IF-171 - Adding case associates 13SEP2016 Arun.V Added condition to check existing records 06JUN2019 Vinodhan k Created KAAS_InsertCaseContact *****************************************************************************/ BEGIN SET NOCOUNT ON DECLARE @CaseContact TABLE ([AssCode] VARCHAR(6), [Id] INT, [Name] VARCHAR(100), [Address] VARCHAR(200), [Salutation] VARCHAR(200), [JobTitle] VARCHAR(100), [Email] VARCHAR(100), [Relationship] VARCHAR(50), [Phone] VARCHAR(30), [Fax] VARCHAR(30), [Mobile] VARCHAR(30), [Note] VARCHAR(200), [TxtAssContact] VARCHAR(200), [TxtAssName] VARCHAR(200), [TxtAssJobTitle] VARCHAR(200), [TxtAssFax] VARCHAR(200), [TxtAssEmail] VARCHAR(200), [TxtAssPhone] VARCHAR(200), [TxtAssMobile] VARCHAR(200), [Edit] INT, [County] VARCHAR(100), [PostalCode] VARCHAR(30) ) IF NOT (@CaseContactXML IS NULL) IF NOT (CONVERT(VARCHAR(MAX), @CaseContactXML) = '') BEGIN INSERT INTO @CaseContact ([AssCode], [Id], [Name], [Address], [Salutation], [JobTitle], [Email], [Relationship], [Phone], [Fax], [Mobile], [Note], [TxtAssContact], [TxtAssName], [TxtAssJobTitle], [TxtAssFax], [TxtAssEmail], [TxtAssPhone], [TxtAssMobile], [Edit], [County], [PostalCode]) SELECT [AssCode], [Id], [Name], [Address], [Salutation], [JobTitle], [Email], [Relationship], [Phone], [Fax], [Mobile], [Note], [TxtAssContact], [TxtAssName], [TxtAssJobTitle], [TxtAssFax], [TxtAssEmail], [TxtAssPhone], [TxtAssMobile], [Edit], [County], [PostalCode] FROM ( SELECT [CCXML].[COL].value('@AssCode', 'VARCHAR(6)') AS [AssCode], CASE WHEN ISNULL([CCXML].[COL].value('@Id', 'INT'), CONVERT(INT, 0)) = 0 THEN IDENT_CURRENT('CaseAssociatesContacts') + 1 WHEN [CCXML].[COL].value('@Id', 'INT') = '' THEN IDENT_CURRENT('CaseAssociatesContacts') + 1 ELSE [CCXML].[COL].value('@Id', 'INT') END AS [Id], [CCXML].[COL].value('@Name', 'VARCHAR(100)') AS [Name], [CCXML].[COL].value('@Address', 'VARCHAR(200)') AS [Address], [CCXML].[COL].value('@Salutation', 'VARCHAR(200)') AS [Salutation], [CCXML].[COL].value('@JobTitle', 'VARCHAR(100)') AS [JobTitle], [CCXML].[COL].value('@Email', 'VARCHAR(100)') AS [Email], [CCXML].[COL].value('@Relationship', 'VARCHAR(50)') AS [Relationship], [CCXML].[COL].value('@Phone', 'VARCHAR(30)') AS [Phone], [CCXML].[COL].value('@Fax', 'VARCHAR(30)') AS [Fax], [CCXML].[COL].value('@Mobile', 'VARCHAR(30)') AS [Mobile], [CCXML].[COL].value('@Note', 'VARCHAR(200)') AS [Note], [CCXML].[COL].value('@TxtAssContact', 'VARCHAR(200)') AS [TxtAssContact], [CCXML].[COL].value('@TxtAssName', 'VARCHAR(200)') AS [TxtAssName], [CCXML].[COL].value('@TxtAssJobTitle', 'VARCHAR(200)') AS [TxtAssJobTitle], [CCXML].[COL].value('@TxtAssFax', 'VARCHAR(200)') AS [TxtAssFax], [CCXML].[COL].value('@TxtAssEmail', 'VARCHAR(200)') AS [TxtAssEmail], [CCXML].[COL].value('@TxtAssPhone', 'VARCHAR(200)') AS [TxtAssPhone], [CCXML].[COL].value('@TxtAssMobile', 'VARCHAR(200)') AS [TxtAssMobile], [CCXML].[COL].value('@Edit', 'INT') AS [Edit], [CCXML].[COL].value('@County', 'VARCHAR(100)') AS [County], [CCXML].[COL].value('@PostalCode', 'VARCHAR(30)') AS [PostalCode] FROM @CaseContactXML.nodes('/CaseContacts/CaseContact') AS [CCXML]([COL]) ) [CC] END SELECT Id FROM @CaseContact SELECT [CaC].[KEYID], [CaC].[NAMECODE], [CaC].[NAME] FROM CaseAssociatesContacts [CaC] INNER JOIN @CaseContact [CC] ON [CaC].[KEYID] = [CC].[Id] WHERE RTRIM([CaC].[KEYID]) = [CC].[Id] AND RTRIM([CaC].[NAMECODE]) = [CC].[AssCode] AND RTRIM([CaC].[NAME]) = [CC].[Name] UPDATE [CAC] SET [CAC].[NAMECODE] = [CC].[AssCode], [CAC].[NAME] = [CC].[Name], [CAC].[ADDRESS] = [CC].[Address], [CAC].[SALUTATION] = [CC].[Salutation], [CAC].[JOBTITLE] = [CC].[JobTitle], [CAC].[PHONE] = [CC].[Phone], [CAC].[FAX] = [CC].[Fax], [CAC].[MOBILE] = [CC].[Mobile], [CAC].[EMAIL] = [CC].[Email], [CAC].[RELATIONSHIP] = [CC].[Relationship], [CAC].[NOTES] = [CC].[Note], [CAC].[COUNTY] = [CC].[County], [CAC].[POSTALCODE] = [CC].[PostalCode] FROM [CaseAssociatesContacts] [CAC] INNER JOIN @CaseContact [CC] ON [CC].[Id] = [CAC].[KEYID] INSERT INTO [CaseAssociatesContacts] ([NAMECODE], [NAME], [ADDRESS], [SALUTATION], [JOBTITLE], [PHONE], [FAX], [MOBILE], [EMAIL], [RELATIONSHIP], [NOTES], [County], [PostalCode], [Retired]) SELECT [CC].[AssCode], [CC].[Name], [CC].[Address], [CC].[Salutation], [CC].[JobTitle], [CC].[Phone], [CC].[Fax], [CC].[Mobile], [CC].[Email], [CC].[Relationship], [CC].[Note], [CC].[County], [CC].[PostalCode], '' FROM @CaseContact [CC] WHERE (SELECT TOP 1 1 FROM CaseAssociatesContacts WHERE RTRIM(KEYID) = [CC].[Id] AND RTRIM(NAMECODE) = [CC].[AssCode] AND RTRIM(NAME) = [CC].[Name]) IS NULL UPDATE [CaC] SET [CaC].[AssignedContact] = [CC].[TxtAssContact] FROM [CaseContacts] [CaC] INNER JOIN @CaseContact [CC] ON [CaC].[NAMECODE] = [CC].[Id] WHERE (SELECT TOP 1 1 FROM CaseAssociatesContacts WHERE RTRIM(KEYID) = [CC].[Id] AND RTRIM(NAMECODE) = [CC].[AssCode] AND RTRIM(NAME) = [CC].[Name]) IS NULL AND [CC].[Id] = [CC].[TxtAssContact] AND [CC].[TxtAssContact] <> '0' SET @Result = 1 SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_InsertCaseContactForProfessional' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_InsertCaseContactForProfessional] END GO CREATE PROCEDURE [dbo].[KAAS_InsertCaseContactForProfessional] (@CASECODE VARCHAR(20), @CONTYPE VARCHAR(20), @NAMECODE VARCHAR(20), @FORCECONNUM INT = 0, @Status INT = 0 OUTPUT) AS /*********************************************************************************************************************** * * Description: To Insert Case Contact for add professional page * * Stored Procedure Name : KAAS_InsertCaseContactForProfessional * Copied From : ky_NETInsertCaseContactForProfessional * * Modification History: * 2015-01-13 PINO Use VARCHAR instead of VARCHAR in parameters and variables, * (except where the Table Columns themselves are Unicode) * 2015-10-15 Sridharan RDJ - 156 -Adding same Associate twice * 2016-03-08 John Now getting the max [CONNUM] for given type but excluding "N/A" * associates so these blank records are replaced * 2016-04-08 John Make changes to how the "N/A" associates are handled. They will * be overwritten in numerical order instead of only getting the * most recent one. * 2016-04-19 Suriya M KEYD-3521 - "When the user tries to add a new associate type with the existing * same Type & Code 2 records are getting added in the grid. * 2016-10-27 Pino Carafa Get the first available rather than the largest CONNUM + 1 * 2016-10-27 Pino Carafa Allow for the forced insertion of a specified CONNUM (for Doc Gen) * 2017-01-03 Suriya M KEYD-4345-When you add a new associate type to an associate while adding a new Undertakings * its not updating in the Add Professional. * 2019-07-27 Vinodhan K Created KAAS_InsertCaseContactForProfessional ***********************************************************************************************************************/ BEGIN IF(@Status = 0) BEGIN DECLARE @CHKCONNUM INT DECLARE @NEWCONNUM INT IF @FORCECONNUM <> 0 BEGIN SET @NEWCONNUM = @FORCECONNUM END ELSE BEGIN SET @CHKCONNUM = 1 WHILE @NEWCONNUM IS NULL BEGIN SET @NEWCONNUM = NULL SELECT @NEWCONNUM = [NEW].[NEWCONNUM] FROM (SELECT @CHKCONNUM AS [NEWCONNUM]) [NEW] LEFT OUTER JOIN [dbo].[CaseContacts] [CAC] ON [CAC].[CASECODE] = @CASECODE AND [CAC].[CONTYPE] = @CONTYPE AND [CAC].[CONNUM] = @CHKCONNUM AND [CAC].[NAMECODE] <> 'N/A' WHERE [CAC].[CONNUM] IS NULL SET @CHKCONNUM = @CHKCONNUM + 1 END END IF EXISTS (SELECT TOP 1 1 FROM [dbo].[CaseContacts] [CAC] WHERE [CAC].[CASECODE] = @CASECODE AND [CAC].[CONTYPE] = @CONTYPE AND [CAC].[CONNUM] = @NEWCONNUM AND [CAC].[NAMECODE] = 'N/A') BEGIN DELETE [CAC] FROM [dbo].[CaseContacts] [CAC] WHERE [CAC].[CASECODE] = @CASECODE AND [CAC].[CONTYPE] = @CONTYPE AND [CAC].[NAMECODE] = 'N/A' AND [CAC].[CONNUM] = @NEWCONNUM END IF NOT EXISTS (SELECT TOP 1 1 FROM [dbo].[CaseContacts] [CAC] WHERE [CAC].[CASECODE] = @CASECODE AND [CAC].[CONTYPE] = @CONTYPE AND [CAC].[CONNUM] = @NEWCONNUM AND [CAC].[NAMECODE] = 'N/A') BEGIN INSERT INTO [dbo].[CaseContacts] ([NAMECODE], [CASECODE], [CONTYPE], [CONNUM]) VALUES(@NAMECODE, @CASECODE, @CONTYPE, @NEWCONNUM) END IF NOT EXISTS (SELECT TOP 1 1 FROM CaseAssoicatesTypes [CAT] WHERE [CAT].NAMECODE = @NAMECODE AND [CAT].TYPECODE = @CONTYPE) BEGIN INSERT INTO CaseAssoicatesTypes (NAMECODE, TYPECODE, SEARCHCODE, Retired) VALUES(@NAMECODE , @CONTYPE, '', 'N') END SET @Status = 0 END ELSE BEGIN IF EXISTS (SELECT TOP 1 1 FROM [dbo].[CaseContacts] [CAC] WHERE RTRIM([CAC].[NAMECODE]) = @NAMECODE AND [CAC].[CASECODE] = @CASECODE AND [CAC].[CONTYPE] = @CONTYPE) BEGIN SET @Status = 1 END ELSE BEGIN SET @Status = 2 END END END GO IF OBJECT_ID(N'KAAS_InsertCaseType',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_InsertCaseType] GO CREATE PROCEDURE [dbo].[KAAS_InsertCaseType] (@CaseTypeXML XML, @Result INT OUTPUT) AS /***************************************************************************** Stored Procedure Name : KAAS_InsertCaseType Copied From : ky_NETInsertCaseType Description: This procedure is used To insert "Add Case Associate Type" in CaseAssoicatesTypes Modifications: 2015-01-21 PINO change NVARCHAR to VARCHAR 2019-06-05 Vinodhan K Created KAAS_InsertCaseType *****************************************************************************/ BEGIN SET NOCOUNT ON DECLARE @CaseType TABLE ([NameCode] VARCHAR(100), [TypeCode] VARCHAR(100), [BankTypeCode] VARCHAR(100), [SearchCode] VARCHAR(400)) IF NOT (@CaseTypeXML IS NULL) IF NOT (CONVERT(VARCHAR(MAX), @CaseTypeXML) = '') BEGIN INSERT INTO @CaseType ([NameCode], [TypeCode], [BankTypeCode], [SearchCode]) SELECT [NameCode], [TypeCode], [BankTypeCode], [SearchCode] FROM ( SELECT [CT].[COL].value('@NameCode', 'VARCHAR(100)') AS [NameCode], [CT].[COL].value('@TypeCode', 'VARCHAR(100)') AS [TypeCode], [CT].[COL].value('@BankTypeCode', 'VARCHAR(100)') AS [BankTypeCode], [CT].[COL].value('@SearchCode', 'VARCHAR(400)') AS [SearchCode] FROM @CaseTypeXML.nodes('/CaseAssociateType/CaseType') AS [CT]([COL]) ) [CTP] END UPDATE [CAT] SET [CAT].NAMECODE = [CT].[NameCode], [CAT].TYPECODE = [CT].[TypeCode], [CAT].SEARCHCODE = [CT].[SearchCode] FROM [CaseAssoicatesTypes] [CAT] INNER JOIN @CaseType [CT] ON [CT].NameCode = [CAT].NAMECODE AND [CT].TypeCode = [CAT].TYPECODE WHERE [CT].BankTypeCode = [CT].TypeCode OR [CT].BankTypeCode IS NULL OR [CT].BankTypeCode = '' INSERT INTO [CaseAssoicatesTypes] ([NAMECODE], [TYPECODE], [SEARCHCODE]) SELECT [CT].[NameCode], [CT].[TypeCode], [CT].[SearchCode] FROM @CaseType [CT] WHERE ( [CT].BankTypeCode = [CT].TypeCode OR [CT].BankTypeCode IS NULL OR [CT].BankTypeCode = '' ) AND ( (SELECT TOP 1 1 FROM CaseAssoicatesTypes WHERE RTRIM(NAMECODE) = [CT].[NameCode] AND RTRIM(TYPECODE) = [CT].[TypeCode])IS NULL ) SET @Result = 1 SET NOCOUNT OFF END GO IF OBJECT_ID(N'[KAAS_InsertCategory]',N'P')IS NOT NULL DROP PROCEDURE [KAAS_InsertCategory] GO CREATE PROCEDURE [KAAS_InsertCategory] ( @CONTACT VARCHAR(8) ,@categorytype VARCHAR(6) ,@category VARCHAR(10) ,@DATE DATETIME ,@FIELDVALUE1 VARCHAR(60) ,@FIELDVALUE2 VARCHAR(60) ,@FIELDVALUE3 VARCHAR(60) ,@FIELDVALUE4 VARCHAR(60) ,@FIELDVALUE5 VARCHAR(60) ,@FIELDVALUE6 VARCHAR(60) ,@FIELDVALUE7 VARCHAR(60) ,@FIELDVALUE8 VARCHAR(60) ,@FIELDVALUE9 VARCHAR(60) ,@FIELDVALUE10 VARCHAR(60) ,@RecordID INT ) /******************************************************************************************************* * This stored procedure is used to insert or update the ReserveLedger information. * * IF ID is already exist then it will update that record. otherwise new record will insert. * * * * * * Stored Procedure Name : [dbo].[KAAS_InsertCategory] * * Copied from : [dbo].[ky_NETCONInsertCategory] * * * * Modification History : * * 2019-04-13 Vinodhan K Created * *******************************************************************************************************/ AS BEGIN SET NOCOUNT ON --IF NOT EXISTS (SELECT -- 1 --FROM ContactCategories --WHERE CONTACT = @CONTACT --AND categorytype = @categorytype --AND category = @category) IF (@RecordID = 0) BEGIN INSERT INTO ContactCategories (CONTACT , categorytype , category , [DATE] , FIELDVALUE1 , FIELDVALUE2 , FIELDVALUE3 , FIELDVALUE4 , FIELDVALUE5 , FIELDVALUE6 , FIELDVALUE7 , FIELDVALUE8 , FIELDVALUE9 , FIELDVALUE10) VALUES (@CONTACT, @categorytype, @category, @DATE, @FIELDVALUE1, @FIELDVALUE2, @FIELDVALUE3, @FIELDVALUE4, @FIELDVALUE5, @FIELDVALUE6, @FIELDVALUE7, @FIELDVALUE8, @FIELDVALUE9, @FIELDVALUE10) END ELSE BEGIN UPDATE ContactCategories SET [DATE] = @DATE, CATEGORY = @category, FIELDVALUE1 = @FIELDVALUE1, FIELDVALUE2 = @FIELDVALUE2, FIELDVALUE3 = @FIELDVALUE3, FIELDVALUE4 = @FIELDVALUE4, FIELDVALUE5 = @FIELDVALUE5, FIELDVALUE6 = @FIELDVALUE6, FIELDVALUE7 = @FIELDVALUE7, FIELDVALUE8 = @FIELDVALUE8, FIELDVALUE9 = @FIELDVALUE9, FIELDVALUE10 = @FIELDVALUE10 WHERE RECORDID = @RecordID -- CONTACT = @CONTACT --AND -- categorytype = @categorytype --AND -- category = @category END SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_InsertClientChargeOutRates' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_InsertClientChargeOutRates] END GO CREATE PROCEDURE [dbo].[KAAS_InsertClientChargeOutRates] (@ClientCode VARCHAR(10), @FeCode VARCHAR(10), @Rate VARCHAR(18), @EffectiveDate DATETIME, @ModifyBy VARCHAR(10), @LastRate VARCHAR(18), @Result INT OUTPUT) AS /******************************************************************************************************* * This stored procedure is used to insert client charge out rates. * * * * Stored Procedure Name : [dbo].[KAAS_InsertClientChargeOutRates] * * Copied from : [dbo].[ky_NETCONInsertClientChargeOutRates] * * * * 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] = @FeCode) BEGIN INSERT INTO [dbo].[ClientChargeOutRates] ([ClientCode], [FeCode], [Rate], [ModifyDate], [ModifyBy], [LastRate], [EffectiveDate]) VALUES(@ClientCode, @FeCode, @Rate, GETDATE(), @ModifyBy, @LastRate, @EffectiveDate ) UPDATE [CON] SET [CON].[ChargeOutRateInd] = 'Y' FROM [dbo].[Contacts] [CON] WHERE [CON].[Code] = @ClientCode --UPDATE TIME ENTRY BASED ON NEW ENTRY UPDATE [TIE] SET [TIE].[RATE] = @Rate, [TIE].[CHARGE] = ([TIE].[TIME] / 60.00) * @Rate FROM [dbo].[matters] [MAT] INNER JOIN [dbo].[TimeEntry] [TIE] INNER JOIN [dbo].[Handlers] [HAN] ON [HAN].[CODE] = [TIE].[FEEEARN] AND ( [HAN].[CODE] = @FeCode OR [HAN].[ChargeGroup] = @FeCode) 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 @Result = 1 END ELSE BEGIN SET @Result = 3 END SET NOCOUNT OFF END GO IF OBJECT_ID(N'[KAAS_InsertCrossRef]',N'P')IS NOT NULL DROP PROCEDURE [KAAS_InsertCrossRef] GO CREATE PROCEDURE [KAAS_InsertCrossRef] (@Code VARCHAR(10), @LinkToCode VARCHAR(10), @Relationship VARCHAR(50), @Result INT OUTPUT) AS /******************************************************************************************************* * This stored procedure is used to Insert cross reference, this procedure will return result "1" IF * * successful insert, otherwise return its default value "0". * * * * Stored Procedure Name : [dbo].[KAAS_InsertCrossRef] * * Copied from : [dbo].[ky_NETCONInsertCrossRef] * * * * Modification History : * * 2019-04-12 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON IF NOT EXISTS (SELECT TOP 1 1 FROM [dbo].[ContactLinks] CL WHERE CL.[CONTACTA] = @Code AND CL.[CONTACTB] = @LinkToCode) BEGIN INSERT INTO [dbo].[ContactLinks] ([CONTACTA], [CONTACTB], [RELATE]) VALUES(@Code, @LinkToCode, @Relationship) INSERT INTO [dbo].[ContactLinks] ([CONTACTA], [CONTACTB], [RELATE]) VALUES(@LinkToCode, @Code, @Relationship) SET @Result = 1 END ELSE BEGIN SET @Result = 2 END SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = 'KAAS_InsertDiaryAttachment' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_InsertDiaryAttachment] END GO CREATE PROCEDURE [dbo].[KAAS_InsertDiaryAttachment] (@DIARYID INT, @TRACKREFERENCE INT, @CASECODE VARCHAR(20), @NAME VARCHAR(10), @DOCUMENT VARCHAR(100), @FILEPATH VARCHAR(255), @TYPE VARCHAR(3), @DOCCLASS VARCHAR(3), @DATEENTERED DATETIME, @ENTEREDBY VARCHAR(8), @LASTACCESSDATE DATETIME, @LASTACCESSBY VARCHAR(8), @SYSTEM VARCHAR(1), @DICTATIONFILE VARCHAR(255), @Source VARCHAR(20), @Fees INT, @Outlay INT, @Result VARCHAR(255) OUTPUT) AS /******************************************************************************************************* * This stored procedure is used to insert or update the Client Case Action * * Attachment information.IF ID is already exist then it will update that record. otherwise * * new record will insert. * * * * Stored Procedure Name : [dbo].[KAAS_InsertDiaryAttachment] * * Copied from : [dbo].[ky_NETAAInsertDiaryAttchement] * * * * Modification History : * * 2019-04-10 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT OFF IF NOT EXISTS (SELECT 1 FROM [dbo].[DiaryAttachments] DAT WHERE DAT.[TRACKREFERENCE] = @TRACKREFERENCE) BEGIN SET @FILEPATH = dbo.KAAS_FN_GETFILEPATH (SUBSTRING(@FILEPATH,LEN(@FILEPATH)-CHARINDEX ('\',REVERSE(@FILEPATH))+2,LEN(@FILEPATH)) ,@FILEPATH ) IF NOT(@FILEPATH = 'NOCHANGE') BEGIN INSERT INTO [dbo].[DiaryAttachments] ([DIARYID], [TRACKREFERENCE], [CASECODE], [NAME], [DOCUMENT], [FILEPATH], [TYPE], [DOCCLASS], [DATEENTERED], [ENTEREDBY], [LASTACCESSDATE], [LASTACCESSBY], [SYSTEM], [DICTATIONFILE], [Source], [Fees], [Outlay]) VALUES(@DIARYID, @TRACKREFERENCE, @CASECODE, @NAME, @DOCUMENT, @FILEPATH, @TYPE, @DOCCLASS, @DATEENTERED, @ENTEREDBY, @LASTACCESSDATE, @LASTACCESSBY, @SYSTEM, @DICTATIONFILE, @Source, @Fees, @Outlay) IF EXISTS(SELECT * FROM diary WHERE ACTIONID = @DIARYID AND ACTIONTYPE = 'U') BEGIN DECLARE @UserName VARCHAR(20) DECLARE @Description VARCHAR(500) SET @UserName = (SELECT NAME FROM Handlers WHERE Code = @ENTEREDBY) SET @Description = 'Attachment Added: ' + CHAR(13) + CHAR(10) + 'Date: ' + CONVERT(VARCHAR(11),CONVERT(DATETIME,@DATEENTERED),106) + CHAR(13) + CHAR(10) + 'Document Name: ' + @DOCUMENT +CHAR(13) + CHAR(10) + 'Document Class: ' + @DOCCLASS + CHAR(13) + CHAR(10) INSERT INTO [dbo].[UndertakingLog] ([UndertakingID], [FieldChanges], [FromValue], [ToValue], [ByWho], [ModifiedDate]) VALUES(@DIARYID, 'New Documents Added', @Description, ' - NIL - ', @UserName, CONVERT(DATETIME,GETDATE(),112)) END SET @Result = @FILEPATH END ELSE BEGIN SET @Result = 'NOCHANGE' END END --ELSE -- BEGIN -- UPDATE DAT -- SET DAT.[TRACKREFERENCE] = @TRACKREFERENCE, -- DAT.[CASECODE] = @CASECODE, -- DAT.[NAME] = @NAME, -- DAT.[DOCUMENT] = @DOCUMENT, -- DAT.[FILEPATH] = @FILEPATH, -- DAT.[TYPE] = @TYPE, -- DAT.[DOCCLASS] = @DOCCLASS, -- DAT.[DATEENTERED] = @DATEENTERED, -- DAT.[ENTEREDBY] = @ENTEREDBY, -- DAT.[LASTACCESSDATE] = @LASTACCESSDATE, -- DAT.[LASTACCESSBY] = @LASTACCESSBY, -- DAT.[SYSTEM] = @SYSTEM, -- DAT.[DICTATIONFILE] = @DICTATIONFILE, -- DAT.[Source] = @Source, -- DAT.[Fees] = @Fees, -- DAT.[Outlay] = @Outlay -- FROM [dbo].[DiaryAttachments] DAT -- WHERE DAT.[TRACKREFERENCE] = @TRACKREFERENCE -- END END GO IF OBJECT_ID(N'[KAAS_InsertIntellisense]',N'P')IS NOT NULL DROP PROCEDURE [KAAS_InsertIntellisense] GO CREATE PROCEDURE [KAAS_InsertIntellisense] ( @Handler VARCHAR(6), @Narrative VARCHAR(100) ) AS /******************************************************************************************************* * This procedure is used To insert & update the Intellisense. * * * * Stored Procedure Name : [dbo].[KAAS_InsertIntellisense] * * Copied from : [dbo].[ky_NETInsertIntellisense] * * * * Modification History : * * 2019-04-12 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON IF NOT EXISTS(SELECT TOP 1 * FROM Intellisense WHERE Handler = @Handler AND Narrative = @Narrative ) BEGIN INSERT INTO Intellisense ([Handler] ,[Narrative]) VALUES (@Handler, @Narrative ) SELECT RTRIM(Id) AS Id, RTRIM(Handler) AS Handler, RTRIM(Narrative) AS Narrative FROM Intellisense WHERE Handler = @Handler ORDER by Narrative END ELSE BEGIN SELECT RTRIM(Id) AS Id, RTRIM(Handler) AS Handler, RTRIM(Narrative) AS Narrative FROM Intellisense WHERE Handler = @Handler ORDER by Narrative END SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_InsertMatterChargeOutRates' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_InsertMatterChargeOutRates] END GO CREATE PROCEDURE [dbo].[KAAS_InsertMatterChargeOutRates] (@MatterCode VARCHAR(20), @ClientCode VARCHAR(20), @FeCode VARCHAR(10), @Rate DECIMAL(18, 2), @EffectiveDate DATETIME, @ModifyBy VARCHAR(10), @LastRate DECIMAL(18, 2), @Result INT OUTPUT) AS /******************************************************************************************************* * This stored procedure is used to insert matter charge out rates. * * * * Stored Procedure Name : [dbo].[KAAS_InsertMatterChargeOutRates] * * Copied from : [dbo].[ky_NETMATInsertMatterChargeOutRates] * * * * 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].[MatterCode] = @MatterCode AND [MCOR].[FeCode] = @FeCode) BEGIN INSERT INTO [dbo].[MatterChargeOutRates] ([ClientCode], [MatterCode], [FeCode], [Rate], [EffectiveDate], [ModifyBy], [LastRate], [ModifyDate]) VALUES(@ClientCode, @MatterCode, @FeCode, @Rate, @EffectiveDate, @ModifyBy, @LastRate, GETUTCDATE()) UPDATE [MAT] SET [MAT].[ChargeOutRateInd] = 'Y' FROM [dbo].[matters] [MAT] WHERE [MAT].[Code] = @MatterCode --UPDATE TIME ENTRY BASED ON NEW ENTRY UPDATE [TIE] SET [TIE].[RATE] = @Rate, [TIE].[CHARGE] = ([TIE].[TIME] / 60.00) * @Rate FROM [dbo].[matters] [MAT] INNER JOIN [dbo].[TimeEntry] [TIE] INNER JOIN [dbo].[Handlers] [HAN] ON [HAN].[CODE] = [TIE].[FEEEARN] AND ( [HAN].[CODE] = @FeCode OR [HAN].[ChargeGroup] = @FeCode) 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 END ELSE BEGIN SET @Result = 2 END SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_InsertMattersEstimatedFee' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_InsertMattersEstimatedFee] END GO CREATE PROCEDURE [dbo].[KAAS_InsertMattersEstimatedFee] ( @RecordID INT, @MatterCode VARCHAR(20), @EstimatedDate DATETIME, @EstimatedFee DECIMAL(18,2)) AS /******************************************************************************************************* * This SP used to Insert or update the matters Estimated fee details * * * * Stored Procedure Name : [dbo].[KAAS_InsertMattersEstimatedFee] * * Copied from : [dbo].[ky_NETInsertMattersEstimatedFee] * * * * Modification History : * * 2019-05-22 Vinodhan K Created * *******************************************************************************************************/ BEGIN IF(@RecordID = 0) BEGIN INSERT INTO MattersEstimatedFees(MatterCode, EstimatedBillDate, EstimatedFeesamt) VALUES (@MatterCode , @EstimatedDate, @EstimatedFee ) END ELSE BEGIN UPDATE MattersEstimatedFees SET MatterCode = @MatterCode, EstimatedBillDate = @EstimatedDate, EstimatedFeesamt = @EstimatedFee WHERE RecordID = @RecordID END END GO IF OBJECT_ID(N'KAAS_InsertOfficers',N'P')IS NOT NULL DROP PROCEDURE KAAS_InsertOfficers GO CREATE PROCEDURE KAAS_InsertOfficers (@Contactcode VARCHAR(8), @OfficerCode VARCHAR(8), @Name VARCHAR(30), @CoSecretary BIT, @Appointed DATETIME, @Resigned DATETIME, @Result BIT OUTPUT) AS /******************************************************************************************************* * This stored procedure is used to Insert Officers details. * * * * Stored Procedure Name : [dbo].[KAAS_InsertOfficers] * * Copied from : [dbo].[ky_NETInsertOfficers] * * * * Modification History : * * 2019-04-13 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON IF NOT EXISTS(SELECT TOP 1 1 FROM Officers WHERE CONTACTCODE=@Contactcode AND CONTACTOFFICER = @OfficerCode AND NAME = @Name AND COSECRETARY = (CASE WHEN @CoSecretary = 'True' THEN 'Y' ELSE 'N' END) AND DATEAPPOINTED = @Appointed AND DATERESIGNED = @Resigned) BEGIN INSERT INTO Officers (CONTACTCODE, CONTACTOFFICER, NAME, COSECRETARY, DATEAPPOINTED, DATERESIGNED) VALUES (@Contactcode, @OfficerCode, @Name, (CASE WHEN @CoSecretary = 'True' THEN 'Y' ELSE 'N' END), @Appointed, @Resigned) SET @Result = 1 END ELSE BEGIN SET @Result = 0 END SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_InsertOrUpdateAssociateUDF', N'P') IS NOT NULL BEGIN DROP PROCEDURE [dbo].[KAAS_InsertOrUpdateAssociateUDF] END GO CREATE PROCEDURE [dbo].[KAAS_InsertOrUpdateAssociateUDF] ( @NAMECODE VARCHAR(200), @FILEPREFIX VARCHAR(200), @FIELDNAME VARCHAR(200), @Text VARCHAR(MAX), @Number DECIMAL(18,2), @Date DATETIME, @ADDIFMISSING BIT = 0) AS /******************************************************************************************************* * Updates an associate UDF (or inserts if specified). * * * * Stored Procedure Name : [dbo].[KAAS_InsertOrUpdateAssociateUDF] * * Copied from : [dbo].[ky_NETInsertOrUpdateAssociateUDF] * * * * Modification History : * * 2019-06-12 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 /* @ADDIFMISSING is used to determine if the UDF was just added (and so 0-valued numerics should have blank text) or we're updating an existing field This means rather than have two procs (InsertOrUpdate and Update) we can have the one The two procedures in question are: ky_NETOtherCaseDetailsUpdate AND ky_NETUDFAnswerInsertorUpdate The first is used when users set UDF values in the framework. The second is used by the doc gen to set UDF values */ IF @Date IS NULL AND @Number IS NULL AND @ADDIFMISSING = 1 BEGIN SET @Text = '' END ELSE IF @Number = 0.00 AND @Date IS NULL AND @ADDIFMISSING = 0 BEGIN SET @Text = '' END ELSE IF @Date IS NULL AND @Number = 0 AND @ADDIFMISSING = 1 BEGIN SET @Text = CASE (SELECT [SUF].[TYPE] FROM [dbo].[SystemUserDefinedFields] AS [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].[KAAS_FN_ConvertDateToClarion](@Date) SET @Text = CONVERT(VARCHAR(30), @Number) END END IF EXISTS (SELECT TOP 1 1 FROM [dbo].[AssociateUDF] AS AUD WHERE AUD.[NameCode] = @NAMECODE AND AUD.[FilePrefix] = @FILEPREFIX AND AUD.[FieldName] = @FIELDNAME) BEGIN UPDATE AUD SET AUD.[TextValue] = @Text, AUD.[NumberValue] = @Number, AUD.[DateValue] = @Date FROM [dbo].[AssociateUDF] AS AUD WHERE AUD.[NameCode] = @NAMECODE AND AUD.[FilePrefix] = @FILEPREFIX AND AUD.[FieldName] = @FIELDNAME END ELSE BEGIN IF @ADDIFMISSING = 1 BEGIN INSERT INTO [dbo].[AssociateUDF] ( [NameCode], [FilePrefix], [FieldName], [TextValue], [NumberValue], [DateValue]) SELECT @NAMECODE, @FILEPREFIX, @FIELDNAME, @Text, @Number, @Date END END SET NOCOUNT OFF END GO IF OBJECT_ID (N'KAAS_InsertORUpdateUDFDetails',N'P') IS NOT NULL DROP PROCEDURE KAAS_InsertORUpdateUDFDetails GO CREATE PROCEDURE KAAS_InsertORUpdateUDFDetails @FORMID INT, @HANDLER VARCHAR(10), @CASECODE VARCHAR(20) AS /******************************************************************************************************* * This procedure is used to insert or update relation between UDF's form and case code. * * * * * * Stored Procedure Name : [dbo].[KAAS_InsertORUpdateUDFDetails] * * Copied from : [dbo].[KY_NETInsertORUpdateUDFDetails] * * * * Modification History : * * 2019-04-13 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON IF EXISTS (SELECT TOP 1 1 FROM UDFFormCaseRelation WHERE HANDLER=@HANDLER AND casecode=@CASECODE ) BEGIN UPDATE UDFFormCaseRelation SET Formid =@FORMID WHERE HANDLER=@HANDLER AND casecode=@CASECODE END ELSE BEGIN INSERT INTO UDFFormCaseRelation (Formid ,handler ,casecode ) VALUES (@FORMID ,@HANDLER ,@CASECODE ) END SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_InsertTasksAction' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_InsertTasksAction] END GO CREATE PROCEDURE [KAAS_InsertTasksAction] ( @CASECODE VARCHAR(20), @FNCODE VARCHAR(10), @TEAMCODE VARCHAR(10), @Result INT OUTPUT ) /******************************************************************************************************* * This sp used to insert blank action. * * * * Stored Procedure Name : [dbo].[KAAS_InsertTasksAction] * * Copied from : [dbo].[ky_NETInsertTasksAction] * * * * Modification History : * * 2019-04-12 Vinodhan K Created * *******************************************************************************************************/ AS BEGIN SET NOCOUNT ON --Diary DECLARE @TIMECONVERT INT SET @TIMECONVERT = dbo.ky_ConvertTimeToClarion(GETDATE()) DECLARE @ACTIONID INT --Pino 2015-09-30 Start EXEC @ACTIONID = [dbo].[KAAS_GetNextActionID] --SET @ACTIONID = (SELECT ISNULL(MAX(ACTIONID + 1), 1) FROM [dbo].[diary]) --Pino 2015-09-30 End INSERT INTO [dbo].[diary] ([CASECODE], [DATE], [STATUS], [ACTIONCODE], [ACTIONSTATUS], [ACTIONTYPE], [PROCESSTYPE], [FNCODE], [TEAMCODE], [TEXT1], [TEXT2], [DELEGATEDFNR], [DELEGATEDDATE], [DELEGATEDBACKDATE], [DEFERRED], [DUEDATE], [PUBLISH], [DYSTARTTIME], [DYENDTIME], [DURATION], [ACTIONID], [ORGINALACTIONID], [PRIORITY], [HIGHLIGHTED], [MILESTEONETYPE], [ATTACHMENTS], [PROCESSSTATUS], [WORKPROCESS], [BILLABLE], [BILLDESCRIPTION], [EMAILADDRESS], [ADDRESSTO], [CCTo], [BCCTo], [EMAIL], [SUBJECT], [DELEGATIONSTATUS], [DRAFTBILLNO], [CHEQUEREQNO], [TxmSent], [Location], [HearingType], [ForCopy], [TxmDate], [TxmSeqNo], [DisplayText], [Flag]) VALUES(@CASECODE, GETDATE(), 0, null, null, null, null, @FNCODE, @TEAMCODE, null, null, null, null, null, null, null, null, @TIMECONVERT, @TIMECONVERT, 0, @ACTIONID, 0, null, null, null, null, 0, 0, 0, null, null, null, null, null, null, null, 0, 0, 0, 0, null, 'Not Applicable', null, null, 0, null, 0) INSERT INTO [dbo].[DiaryDelegations] ([ACTIONID], [HANDLER], [TEAM], [DATE], [TIME], [DATER], [TIMER], [DUEDATE], [DUETIME], [REVIEW], [STATUS], [OWNER], [DELEGATE], [DELEGATESTATUS], [ActionType], [FromHandler], [ReturnedBy], [DelType]) VALUES(@ACTIONID, @FNCODE, @TEAMCODE, GETDATE(), @TIMECONVERT, null, @TIMECONVERT, GETDATE(), @TIMECONVERT, null, 0, 'Y', @FNCODE, 0, null, @FNCODE, null, 'Created') SET @Result = @ACTIONID SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_InsertUndertakings' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_InsertUndertakings] END GO CREATE PROCEDURE [dbo].[KAAS_InsertUndertakings] (@CaseCode VARCHAR(20), @UserCode VARCHAR(10), @UndertakingsDate DATETIME, @DischargeDate DATETIME, @DischargeDescription VARCHAR(100), @DiaryWarningDate DATETIME, @Type VARCHAR(1), @GivenReceived VARCHAR(1), @CommercialOrNon VARCHAR(1), @FeeEarner VARCHAR(10), @UndertakingTo VARCHAR(20), @UndertakingToName VARCHAR(100), @Who VARCHAR(200), @Details VARCHAR(500), @Notes VARCHAR(3000), @Value DECIMAL(13, 2), @DealingNo VARCHAR(40), @Status VARCHAR(30), @Edit INT, @RecordId INT, @Ledger BIT, @UserName VARCHAR(200), @Category VARCHAR(3), @IsConditional BIT, @Condition VARCHAR(100), @NeedsAttention BIT, @Result INT OUTPUT, @UndertakingID INT OUTPUT) AS /******************************************************************************************************* * To insert value into the undertaking table for undertaking window. * * * * Stored Procedure Name : [dbo].[KAAS_InsertUndertakings] * * Copied from : [dbo].[ky_NETInsertUndertakings] * * * * Modification History : * * 2019-06-17 Vinodhan K Created * * 2019-08-19 Dheepin Vijith K Modified - Conversion size for the field "@Value" is changed to 20 * *******************************************************************************************************/ BEGIN SET NOCOUNT ON DECLARE @SEQ SMALLINT DECLARE @TEAM VARCHAR(20) DECLARE @TypeFull VARCHAR(20) DECLARE @GivenReceivedFull VARCHAR(20) DECLARE @GivenReceivedFullOld VARCHAR(20) DECLARE @CommercialFull VARCHAR(25) DECLARE @CommercialOLD VARCHAR(25) DECLARE @FeeName VARCHAR(200) DECLARE @Description VARCHAR(MAX) DECLARE @FullDesc VARCHAR(MAX) DECLARE @FullDescOld VARCHAR(MAX) DECLARE @StatusID INT DECLARE @ClarionNOW INT SET @ClarionNOW = dbo.ky_ConvertTimeToClarion(GETUTCDATE()) SET @Details = RTRIM(ISNULL(@Details, '')) SET @FeeEarner = RTRIM(ISNULL(@FeeEarner, '')) SET @Type = RTRIM(ISNULL(@Type, '')) SET @GivenReceived = RTRIM(ISNULL(@GivenReceived, '')) SET @UndertakingTo = RTRIM(ISNULL(@UndertakingTo, '')) SET @Who = RTRIM(ISNULL(@Who, '')) SET @Status = RTRIM(ISNULL(@Status, '')) SET @DealingNo = RTRIM(ISNULL(@DealingNo, '')) SET @CaseCode = RTRIM(ISNULL(@CaseCode, '')) SET @UserCode = RTRIM(ISNULL(@UserCode, '')) SET @UserName = RTRIM(ISNULL(@UserName, '')) SET @Value = ISNULL(@Value, 0) SET @NeedsAttention = ISNULL(@NeedsAttention, 0) DECLARE @Status1 INT SET @Status1 = 0 IF (@Ledger = 1) BEGIN IF(@Edit = 1) BEGIN DECLARE @UndertakingDATE1 DATETIME DECLARE @WarningDATE1 DATETIME DECLARE @TYPE1 VARCHAR(1) DECLARE @GivenorReceived1 VARCHAR(1) DECLARE @CommercialNon1 VARCHAR(1) DECLARE @Value1 DECIMAL(13, 2) DECLARE @UStatus1 VARCHAR(30) DECLARE @DeelingNo1 VARCHAR(40) DECLARE @DESC1 VARCHAR(500) DECLARE @AuthorisedByFE VARCHAR(10) DECLARE @ActionID1 INT SELECT @DESC1 = RTRIM(ISNULL([DESCRIPTION],'')), @UndertakingDATE1 = [DATE],@TYPE1 = [TYPE], @GivenorReceived1 = [GivenOrReceived], @CommercialNon1 = [CommercialorNon], @Value1 = VALUE, @UStatus1 = [Status], @DeelingNo1 = DealingNumber, @AuthorisedByFE = RTRIM(AuthorisedByFE) FROM Undertakings WHERE matter = @CaseCode AND RECORDID = @RecordId SELECT @StatusID = recordid from UndertakingStatus where RTRIM(StatusDesc) = @Status SELECT @ActionID1 = ActionID FROM Undertakings WHERE RECORDID = @RecordId SET @WarningDATE1 = (SELECT TOP 1 CONVERT(VARCHAR(11),DEL.[DATE]) AS [DATE] FROM [dbo].[DiaryDelegations] DEL WHERE DEL.[ActionID] = @ActionID1 ORDER BY DEL.[AssignNo] DESC) --IF NOT(RTRIM(@DESC1) = RTRIM(@Details) AND @Value = @Value1 AND @FeeEarner = @AuthorisedByFE AND CONVERT(VARCHAR(25),@UndertakingsDate) = CONVERT(VARCHAR(25),@UndertakingDATE1) AND @GivenorReceived1 = @GivenReceived AND @CommercialOrNon = @CommercialNon1 AND @Type = @TYPE1 AND @DealingNo = @DeelingNo1 AND @UStatus1 = @StatusID AND @WarningDATE1 = CONVERT(VARCHAR(20),@DiaryWarningDate)) IF NOT(RTRIM(@DESC1) = RTRIM(@Details) AND @Value = @Value1 AND @FeeEarner = @AuthorisedByFE AND CONVERT(VARCHAR(11),@UndertakingsDate) = CONVERT(VARCHAR(11),@UndertakingDATE1) AND @GivenorReceived1 = @GivenReceived AND @CommercialOrNon = @CommercialNon1 AND @Type = @TYPE1 AND @DealingNo = @DeelingNo1 AND @UStatus1 = @StatusID AND CONVERT(VARCHAR(11),@WarningDATE1) = CONVERT(VARCHAR(11),@DiaryWarningDate)) BEGIN SET @Status1 = 1 END END ELSE BEGIN SET @Status1 = 1 END END SELECT @StatusID = UNS.[RecordID] FROM [dbo].[UndertakingStatus] UNS WHERE RTRIM(UNS.[StatusDesc]) = RTRIM(@Status) SET @SEQ = 0 SELECT @TEAM = HAN.[TEAM], @FeeName = HAN.[NAME] FROM [dbo].[Handlers] HAN WHERE HAN.[CODE] = @FeeEarner SET @TEAM = RTRIM(ISNULL(@TEAM, '')) SET @FeeName = RTRIM(ISNULL(@FeeName, '')) SET @TypeFull = CASE WHEN @Type = 'F' THEN 'Financial' ELSE 'Documents' END SET @GivenReceivedFull = CASE WHEN @GivenReceived = 'G' THEN 'Given' ELSE 'Received' END SET @CommercialFull = CASE WHEN @CommercialOrNon = 'N' THEN 'Non Commercial' ELSE 'Commercial' END DECLARE @ACTIONID2 INT -- Pino 2015-09-30 Start EXEC @ACTIONID2 = [dbo].[KAAS_GetNextActionID] --SELECT @ACTIONID2 = ISNULL(MAX([DIA].[ACTIONID]), 0) + 1 -- FROM [dbo].[diary] DIA -- Pino 2015-09-30 End SET @FullDesc = 'Date: ' + CONVERT(VARCHAR(11),CONVERT(DATETIME,@UndertakingsDate),106) + CHAR(13) + CHAR(10) + 'Type: ' + @TypeFull + ' ' + @GivenReceivedFull + ' ' + @CommercialFull + CHAR(13) + CHAR(10) + 'Authorised By: ' + @FeeEarner + ' ' + @FeeName + CHAR(13) + CHAR(10) + 'Undertaking to: ' + @UndertakingTo + '(' + @UndertakingToName + ')' + CHAR(13) + CHAR(10) + 'Details: ' + @Details + CHAR(13) + CHAR(10) + 'Who: ' + @Who + CHAR(13) + CHAR(10) + 'Value: ' + CONVERT(VARCHAR(20),@Value) + CHAR(13) + CHAR(10) + 'Status: '+ @Status + CHAR(13) + CHAR(10) + 'Dealing Number: ' + @DealingNo + CHAR(13) + CHAR(10) SET @Description = 'Undertaking Created: ' + CHAR(13) + CHAR(10) + @FullDesc IF (@Edit = 0) BEGIN INSERT INTO [dbo].[diary] ([CASECODE], [DATE], [STATUS], [ACTIONCODE], [ACTIONSTATUS], [ACTIONTYPE], [PROCESSTYPE], [FNCODE], [TEAMCODE], [TEXT1], [DisplayText], [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]) VALUES(@CaseCode, CONVERT(DATETIME, CONVERT(VARCHAR, CONVERT(DATETIME,@DiaryWarningDate), 112) + ' ' + CONVERT(VARCHAR, GETUTCDATE(), 108)), 0, 'ADMUD', 'NA', 'U', 'I', @FeeEarner, @TEAM, @Description, [dbo].[ky_RemoveSpuriousWhitespace2](ISNULL(CONVERT(VARCHAR(MAX), @Description), ''), 200), NULL, '', NULL, NULL, '', CASE @UndertakingsDate WHEN '' THEN NULL ELSE CONVERT(DATETIME, @UndertakingsDate,112) END, 0, 'N', @ClarionNOW, @ClarionNOW, 0, @ACTIONID2, @ACTIONID2, CASE @NeedsAttention WHEN 1 THEN 'H' ELSE 'N' END, '', @UserCode, '', 0, 0, 0, '', '', '', '', '', '', @Details, 0, 0, 0, 0, NULL, '', '', NULL, 0) INSERT INTO [dbo].[DiaryDelegations] ([ACTIONID], [HANDLER], [TEAM], [DATE], [TIME], [DATER], [TIMER], [DUEDATE], [DUETIME], [REVIEW], [STATUS], [OWNER], [DELEGATE], [DELEGATESTATUS], [ActionType], [FromHandler], [ReturnedBy], [DelType]) VALUES(@ACTIONID2, @FeeEarner, @TEAM, CONVERT(DATETIME, CONVERT(VARCHAR, CONVERT(DATETIME,@DiaryWarningDate), 112) + ' ' + CONVERT(VARCHAR, GETUTCDATE(), 108)), @ClarionNOW, NULL, '', CONVERT(DATETIME, @UndertakingsDate ,112), @ClarionNOW, '', 0, 'Y', @UserCode, 0, 'U', @UserCode, '', 'Created') INSERT INTO [dbo].[UndertakingLog] ([UndertakingID], [FieldChanges], [FromValue], [ToValue], [ByWho], [ModifiedDate]) VALUES(@ACTIONID2, 'New Undertakings Created', @Description, ' - NIL - ', @UserName, CONVERT(DATETIME,GETUTCDATE(),112)) END -- IF (@Edit = 0) IF (@Edit = 1 OR @Edit = 2) BEGIN DECLARE @ACTIONIDORG INT DECLARE @GetAction INT DECLARE @EditText VARCHAR(MAX) SELECT @ACTIONIDORG = UND.[ActionID] FROM [dbo].[Undertakings] UND WHERE UND.[RECORDID] = @RecordId SELECT @EditText = DIA.[TEXT1] FROM [dbo].[diary] DIA WHERE DIA.[ACTIONID] = @ACTIONIDORG DECLARE @TypeFullOLD VARCHAR(20) DECLARE @GivenReceivedOLD VARCHAR(20) DECLARE @FeeEarnerOLD VARCHAR(20) DECLARE @FeeNameOLD VARCHAR(200) DECLARE @UndertakingToOLD VARCHAR(20) DECLARE @DetailsOLD VARCHAR(100) DECLARE @UndertakingToNameOLD VARCHAR(100) DECLARE @WhoOLD VARCHAR(200) DECLARE @ValueOLD DECIMAL(13, 2) DECLARE @StatusOLD VARCHAR(30) DECLARE @DealingNoOLD VARCHAR(40) DECLARE @UndertakingsDateOLD VARCHAR(11) DECLARE @DiaryWarningDateOLD VARCHAR(11) SELECT @TypeFullOLD = CASE WHEN RTRIM(ISNULL(UND.[TYPE], '')) = 'F' THEN 'Financial' ELSE 'Documents' END, @GivenReceivedOLD = CASE WHEN RTRIM(ISNULL(UND.[GivenOrReceived], '')) = 'G' THEN 'Given' ELSE 'Received' END, @CommercialOLD = CASE WHEN RTRIM(ISNULL(UND.[CommercialOrNon],'C')) = 'N' THEN 'Non Commercial' ELSE 'Commercial' END, @FeeEarnerOld = RTRIM(ISNULL(UND.[AuthorisedByFE], '')), @FeeNameOLD = RTRIM(ISNULL(HAN.[NAME], '')), @UndertakingToOLD = RTRIM(ISNULL(UND.[UndertakingTo], '')), @DetailsOLD = RTRIM(ISNULL(UND.[DESCRIPTION], '')), @WhoOLD = RTRIM(ISNULL(UND.[WHO], '')), @ValueOLD = ISNULL(UND.[VALUE], 0), @StatusOLD = RTRIM(ISNULL(UNS.[StatusDesc], '')), @DealingNoOLD = ISNULL(UND.[DealingNumber], 0), @UndertakingToNameOLD = RTRIM(ISNULL(CAN.[NAME], '')), @UndertakingsDateOLD = CONVERT(VARCHAR(11),UDEL.[DUEDATE],106), @DiaryWarningDateOLD = CONVERT(VARCHAR(11),UDEL.[DATE],106) FROM [dbo].[Undertakings] UND LEFT OUTER JOIN [dbo].[Handlers] HAN ON HAN.[CODE] = UND.[AuthorisedByFE] LEFT OUTER JOIN [dbo].[UndertakingStatus] UNS ON UNS.[RecordID] = UND.[Status] LEFT OUTER JOIN [dbo].[CaseAssociatesNames] CAN ON CAN.[CODE] = UND.[UndertakingTo] CROSS APPLY ( SELECT TOP 1 DEL.[DUEDATE], DEL.[DATE] FROM [dbo].[DiaryDelegations] DEL WHERE DEL.[ACTIONID] = UND.[ActionID] ORDER BY DEL.[DUEDATE] DESC) UDEL WHERE UND.[ActionID] = @ACTIONIDORG IF (@Edit = 1) BEGIN SELECT @GetAction = UND.[ActionID] FROM [dbo].[Undertakings] UND WHERE UND.[RECORDID] = @RecordId SET @EditText = 'Undertaking changed by ' + @UserName + CHAR(13) + CHAR(10) + @FullDesc + CHAR(13) + CHAR(10) + '--------------------------------------------------' + CHAR(13) + CHAR(10) + @EditText SET @GivenReceivedFullOld = CASE WHEN @GivenReceivedOLD = 'G' THEN 'Given' ELSE 'Received' END SET @FullDescOld = 'Date: ' + CONVERT(VARCHAR(11),CONVERT(DATETIME,@UndertakingsDateOld),106) + CHAR(13) + CHAR(10) + 'Type: ' + @TypeFullOld + ' ' + @GivenReceivedFullOld + ' ' + @CommercialFull + CHAR(13) + CHAR(10) + 'Authorised By: ' + @FeeEarnerOLD + ' ' + RTRIM(ISNULL(@FeeNameOld, '')) + CHAR(13) + CHAR(10) + 'Undertaking to: ' + @UndertakingToOld + '(' + @UndertakingToNameOld + ')' + CHAR(13) + CHAR(10) + 'Details: ' + @DetailsOld + CHAR(13) + CHAR(10) + 'Who: ' + @WhoOld + CHAR(13) + CHAR(10) + 'Value: ' + Convert(VARCHAR(20), @ValueOld) + CHAR(13) + CHAR(10) + 'Status: '+ @StatusOld + CHAR(13) + CHAR(10) + 'Dealing Number: ' + @DealingNoOLD + CHAR(13) + CHAR(10) IF (@TypeFullOLD <> @TypeFull OR @GivenReceivedOLD <> @GivenReceivedFull OR @CommercialFull <> @CommercialOLD OR @FeeEarnerOLD <> @FeeEarner OR @FeeNameOLD <> @FeeName OR @UndertakingToOLD <> @UndertakingTo OR @DetailsOLD <> @Details OR @WhoOld <> @Who OR Convert(VARCHAR(20), @ValueOld) <> CONVERT(VARCHAR(20),@Value) OR @StatusOld <> @Status OR @UndertakingsDateOLD <> CONVERT(VARCHAR(11),CONVERT(DATETIME,@UndertakingsDate),106) OR @DiaryWarningDateOLD <> CONVERT(VARCHAR(11),CONVERT(DATETIME,@DiaryWarningDate),106) OR @DealingNoOLD <> @DealingNo) -- Compare OLD values to NEW values BEGIN IF ISNULL(@GetAction, 0) <> 0 BEGIN INSERT INTO [dbo].[UndertakingLog] ([UndertakingID], [FieldChanges], [FromValue], [ToValue], [ByWho], [ModifiedDate]) VALUES(@GetAction, 'Undertakings for ' + CHAR(13) + CHAR(10) + @CaseCode + CHAR(13) + CHAR(10) + ' has been changed', 'Undertaking changed From '+ CHAR(13) + CHAR(10) + @FullDescOld, 'Undertaking changed To ' + CHAR(13) + CHAR(10) + @FullDesc, @UserName, CONVERT(DATETIME,GETUTCDATE(),112)) END UPDATE DIA SET DIA.[TEXT1] = @EditText, DIA.[SUBJECT] = @Details FROM [dbo].[diary] DIA WHERE DIA.[ACTIONID] = @ACTIONIDORG END -- Compare OLD values to NEW values END --IF (@Edit = 1) ELSE --NOT: IF (@Edit = 1) BEGIN SELECT @GetAction = UND.[ActionID] FROM [dbo].[Undertakings] UND WHERE UND.[RECORDID] = @RecordId SET @EditText = 'Undertaking Discharged by ' + @UserName + CHAR(13) + CHAR(10) + 'Date: ' + CONVERT(VARCHAR(11), @DischargeDate, 106) + CHAR(13) + CHAR(10) + 'Description : ' + @DischargeDescription + CHAR(13) + CHAR(10) + '--------------------------------------------------' + CHAR(13) + CHAR(10) + @EditText UPDATE DIA SET DIA.[STATUS] = 1 FROM [dbo].[diary] DIA WHERE DIA.[ACTIONID] = @ACTIONIDORG IF ISNULL(@GetAction, 0) <> 0 BEGIN INSERT INTO [dbo].[UndertakingLog] ([UndertakingID], [FieldChanges], [FromValue], [ToValue], [ByWho], [ModifiedDate]) VALUES(@GetAction, 'Undertakings for ' + CHAR(13) + @CaseCode + CHAR(13) + ' has been Discharged', 'Undertaking changed From '+ CHAR(13) + CHAR(10) + @FullDescOld, 'Undertaking changed To ' + CHAR(13) + CHAR(10) + @FullDesc, @UserName, CONVERT(DATETIME,GETUTCDATE(),112)) END UPDATE DIA SET DIA.[TEXT1] = @EditText FROM [dbo].[diary] DIA WHERE DIA.[ACTIONID] = @ACTIONIDORG END --NOT: IF (@Edit = 1) UPDATE DIA SET DIA.[DATE] = CASE ISNULL(@DischargeDate, CONVERT(DATETIME, '')) WHEN CONVERT(DATETIME, '') THEN CONVERT(DATETIME, CONVERT(VARCHAR, CONVERT(DATETIME, @DiaryWarningDate), 112) + ' ' --PINO observation 2014-11-07 + CONVERT(VARCHAR, --Why are we adding the current time GETUTCDATE(), --to this date? 108)) ELSE CONVERT(DATETIME, CONVERT(VARCHAR, CONVERT(DATETIME, @DischargeDate), 112) + ' ' --PINO observation 2014-11-07 + CONVERT(VARCHAR, --Why are we adding the current time GETUTCDATE(), --to this date? 108)) END, DIA.[FNCODE] = @FeeEarner, DIA.[TEAMCODE] = @TEAM, DIA.[DUEDATE] = CASE @UndertakingsDate WHEN '' THEN NULL ELSE CONVERT(DATETIME, @UndertakingsDate, 112) END, DIA.[ACTIONCODE] = 'ADMUD', DIA.[DYSTARTTIME] = @ClarionNOW, DIA.[DYENDTIME] = @ClarionNOW, DIA.[MILESTEONETYPE] = @UserCode, DIA.[STATUS] = CASE @Edit WHEN 2 THEN 1 ELSE 0 END, DIA.[PRIORITY] = CASE @NeedsAttention WHEN 1 THEN 'H' ELSE 'N' END FROM [dbo].[diary] DIA WHERE DIA.[ACTIONID] = @ACTIONIDORG UPDATE DEL SET DEL.[HANDLER] = @FeeEarner, DEL.[TEAM] = @TEAM, DEL.[DATE] = CASE ISNULL(@DischargeDate, '') WHEN '' THEN CONVERT(DATETIME, CONVERT(VARCHAR, CONVERT(DATETIME, @DiaryWarningDate), 112) + ' ' --PINO observation 2014-11-07 + CONVERT(VARCHAR, --Why are we adding the current time GETUTCDATE(), --to this date? 108)) ELSE CONVERT(DATETIME, CONVERT(VARCHAR, CONVERT(DATETIME, @DischargeDate), 112) + ' ' --PINO observation 2014-11-07 + CONVERT(VARCHAR, --Why are we adding the current time GETUTCDATE(), --to this date? 108)) END, DEL.[TIME] = @ClarionNOW, DEL.[DATER] = NULL, DEL.[TIMER] = '', DEL.[DUEDATE] = CASE @UndertakingsDate WHEN '' THEN NULL ELSE CONVERT(DATETIME, @UndertakingsDate, 112) END, DEL.[DUETIME] = @ClarionNOW, DEL.[REVIEW] = '', DEL.[OWNER] = 'Y', DEL.[DELEGATE] = @UserCode, DEL.[DELEGATESTATUS] = 0, DEL.[ActionType] = 'U', DEL.[FromHandler] = @UserCode, DEL.[ReturnedBy] = '', DEL.[DelType] = 'Created', DEL.[STATUS] = CASE @Edit WHEN 2 THEN 1 ELSE 0 END FROM [dbo].[DiaryDelegations] DEL WHERE DEL.[ACTIONID] = @ACTIONIDORG END -- IF (@Edit = 1 OR @Edit = 2) IF (@Edit = 0) BEGIN SELECT @SEQ = ISNULL(MAX(UND.[SEQ]), 0) + 1 FROM [dbo].[Undertakings] UND WHERE UND.[MATTER] = @CaseCode INSERT INTO [dbo].[Undertakings] ([SEQ], [MATTER], [DATE], [DISCHARGEDATE], [DischargeDescription], [DischargedBy], [TYPE], [DESCRIPTION], [WHO], [VALUE], [ActionID], [GivenOrReceived], [CommercialOrNon], [AuthorisedByFE], [UndertakingTo], [Status], [DealingNumber], [Notes], [Category], [IsConditional], [Condition], [NeedsAttention], [AddCommentLedger]) VALUES(@SEQ, @CaseCode, CONVERT(DATETIME, @UndertakingsDate, 112), CASE WHEN ISNULL(@DischargeDate, CONVERT(DATETIME, '')) = CONVERT(DATETIME, '') THEN NULL ELSE @Dischargedate END, @DischargeDescription, CASE WHEN ISNULL(@DischargeDate, CONVERT(DATETIME, '')) = CONVERT(DATETIME, '') THEN NULL ELSE @UserCode END, @Type, @Details, @Who, @Value, @ACTIONID2, @GivenReceived, @CommercialOrNon, @FeeEarner, @UndertakingTo, @StatusID, @DealingNo, @Notes, @Category, @IsConditional, @Condition, @NeedsAttention, @Ledger) SET @Result = 1 END -- IF (@Edit = 0) ELSE -- NOT IF (@Edit = 0) BEGIN UPDATE UND SET UND.[MATTER] = @CaseCode, UND.[DATE] = CONVERT(DATETIME, @UndertakingsDate, 112), UND.[DISCHARGEDATE] = CASE WHEN ISNULL(@DischargeDate, CONVERT(DATETIME, '')) = CONVERT(DATETIME, '') THEN NULL ELSE @Dischargedate END, UND.[TYPE] = @Type, UND.[DESCRIPTION] = @Details, UND.[WHO] = @Who, UND.[VALUE] = @Value, UND.[DischargeDescription] = @DischargeDescription, UND.[GivenOrReceived] = @GivenReceived, UND.[CommercialOrNon] = @CommercialOrNon, UND.[AuthorisedByFE] = @FeeEarner, UND.[UndertakingTo] = @UndertakingTo, UND.[Status] = @StatusID, UND.[DealingNumber] = @DealingNo, UND.[Notes] = @Notes, UND.[Category] = @Category, UND.[IsConditional] = @IsConditional, UND.[Condition] = @Condition, UND.[NeedsAttention] = @NeedsAttention, UND.[AddCommentLedger] = @Ledger FROM [dbo].[Undertakings] UND WHERE UND.[RECORDID] = @RecordId SET @Result = 2 SELECT @SEQ = UND.[SEQ] FROM [dbo].[Undertakings] UND WHERE UND.[RECORDID] = @RecordId END -- NOT IF (@Edit = 0) IF(@Status1 = 1) BEGIN BEGIN DECLARE @Narratives VARCHAR(80) DECLARE @NCOMMAND NVARCHAR(MAX) DECLARE @YEAR INT DECLARE @PERIOD INT IF [dbo].[ISSAM4]() = 0 BEGIN SET @NCOMMAND = N' SELECT @YEAR = [CTL].[YEAR], @PERIOD = [CTL].[CURPER] FROM [dbo].[control] [CTL]' END ELSE BEGIN SET @NCOMMAND = N' SELECT @YEAR = [CTL].[NumValue] FROM [dbo].[CtrlNum] [CTL] WHERE [CTL].[Code] = ''CurYear'' SELECT @PERIOD = [CTL].[NumValue] FROM [dbo].[CtrlNum] [CTL] WHERE [CTL].[Code] = ''CurPeriod''' END EXEC sp_executesql @NCOMMAND, N'@YEAR INT OUTPUT, @PERIOD INT OUTPUT', @YEAR OUTPUT, @PERIOD OUTPUT SET @YEAR = ISNULL(@YEAR, DATEPART(YEAR, GETUTCDATE())) SET @PERIOD = ISNULL(@PERIOD, DATEPART(YEAR, GETUTCDATE())) IF (@Edit = 2) BEGIN SET @Narratives = 'Undertaking No:'+ CAST(@SEQ AS VARCHAR(10)) +' DISCHARGED: '+ CAST (@Details AS VARCHAR(40)) END ELSE BEGIN SET @Narratives = 'Undertaking No:'+ CAST(@SEQ AS VARCHAR(10)) +' : ('+ CAST(@Value AS VARCHAR(20)) +') '+ CAST (@Details AS VARCHAR(40)) END IF dbo.[ISSAM4]() = 0 BEGIN SET @NCOMMAND = N' INSERT INTO [dbo].[MatterLedger] ([MATTER], [DATE], [REF], [NARR], [VALUED], [VALUEO], [VALUEC], [FEE], [PER], [YEAR], [CLIENT], [VALUECC], [VALUECD], [DEPOSITTYPE], [CURVALUED], [CURVALUEO], [CURVALUEC], [CURVALUECC], [CURVALUECD], [BILLED], [BILLINGYEAR], [BILLINGPERIOD], [BILLEDOUTLAYVALUE], [INVOICENO], [INCLUDEINBILL]) VALUES(@CaseCode, CASE WHEN @Edit = 2 THEN @DischargeDate ELSE @UndertakingsDate END, @UserCode, @Narratives, 0.00, --[VALUED] 0.00, --[VALUEO] 0.00, --[VALUEC] @CurrentFee, --[Fee] @PERIOD, --[Per] @YEAR, --[Year] '''', --[Client] 0.00, --[VALUECC] 0.00, --[VALUECD] '''', --[DepositType] 0.00, --[CURVALUED] 0.00, --[CURVALUEO] 0.00, --[CURVALUEC] 0.00, --[CURVALUECC] 0.00, --[CURVALUECD] '''', --[Billed] 0, --[BILLINGYEAR] 0, --[BILLINGPERIOD] 0.00, --[BILLEDOUTLAYVALUE] 0, --[INVOICENO] 0) --[INCLUDEINBILL]' END --SAM3 ELSE BEGIN SET @NCOMMAND = N' INSERT INTO [dbo].[Transactions] ([BatchNo], [XnType], [RecType], [LineType], [PostRef], [ParentRef], [TransDate], [MatterCode], [Narrative], [PostingPeriod], [PostingYear], [EntryDate], [UpdateDate], [EnteredBy], [UpdateBy], [Posted], [CorrectionInd]) VALUES(0, ''U'', ''U'', ''U'', 0, 0, CASE WHEN @Edit = 2 THEN @DischargeDate ELSE @UndertakingsDate END, @CaseCode, @Narratives, @PERIOD, @YEAR, GETUTCDATE(), GETUTCDATE(), @CurrentFee, @CurrentFee, ''Y'', ''L'')' END EXEC sp_executesql @NCOMMAND, N'@CaseCode VARCHAR(20), @Edit INT, @DischargeDate DATETIME, @UndertakingsDate DATETIME, @UserCode VARCHAR(10), @Narratives VARCHAR(80), @CurrentFee VARCHAR(10), @YEAR INT, @PERIOD INT', @CaseCode, @Edit, @DischargeDate, @UndertakingsDate, @UserCode, @Narratives, @FeeEarner, @YEAR, @PERIOD END -- NOT IF (@Edit = 0) END SET @UndertakingID = (SELECT MAX(RECORDID) FROM Undertakings) SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_LinkMatterInsert',N'P')IS NOT NULL DROP PROCEDURE KAAS_LinkMatterInsert GO CREATE PROCEDURE KAAS_LinkMatterInsert ( @PrimeMatter NVARCHAR(20),--@PrimeMatter MUST be NVARCHAR as it's defined as such in [dbo].[LinkedMatters] @LinkedMatter NVARCHAR(20),--@LinkedMatter MUST be NVARCHAR as it's defined as such in [dbo].[LinkedMatters] @RelationShip NVARCHAR(100),--@RelationShip MUST be NVARCHAR as it's defined as such in [dbo].[LinkedMatters] @Result TINYINT OUTPUT ) AS /* Created By : Arun V Date : 29Oct2014 Description : This procedure is used to Insert matter links Modification History ----------------------------------------------------- Date | Modified By | Description ----------------------------------------------------- 22 May 2019 Arun Copied from ky_NETLinkMatterInsert */ BEGIN SET NOCOUNT ON IF NOT EXISTS(SELECT TOP 1 1 FROM LinkedMatters WHERE PrimeMatter = @PrimeMatter AND LinkedMatter = @LinkedMatter ) BEGIN --Insert Link A INSERT INTO LinkedMatters(PrimeMatter, LinkedMatter, Relationship) VALUES(@PrimeMatter, @LinkedMatter, @RelationShip ) --Insert Link B INSERT INTO LinkedMatters(PrimeMatter, LinkedMatter, Relationship) VALUES(@LinkedMatter,@PrimeMatter, @RelationShip ) SET @Result = 1 END ELSE BEGIN SET @Result = 2 END SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_LinkMatterUpdate',N'P')IS NOT NULL DROP PROCEDURE KAAS_LinkMatterUpdate GO CREATE PROCEDURE KAAS_LinkMatterUpdate ( @RecordId INT, @PrimeMatter NVARCHAR(20),--@PrimeMatter MUST be NVARCHAR as it's defined as such in [dbo].[LinkedMatters] @OldLinkedMatter NVARCHAR(20),--@OldLinkedMatter MUST be NVARCHAR as it's defined as such in [dbo].[LinkedMatters] @LinkedMatter NVARCHAR(20),--@LinkedMatter MUST be NVARCHAR as it's defined as such in [dbo].[LinkedMatters] @RelationShip NVARCHAR(100),--@RelationShip MUST be NVARCHAR as it's defined as such in [dbo].[LinkedMatters] @Result INT OUTPUT ) AS /* Created By : Arun V Date : 29Oct2014 Description : This procedure is used to update the matter link Modification History ----------------------------------------------------- Date | Modified By | Description ----------------------------------------------------- 22 May 2019 Arun V Copied from ky_NETLinkMatterUpdate */ BEGIN SET NOCOUNT ON IF EXISTS(SELECT TOP 1 1 FROM LinkedMatters WHERE RecordId = @RecordId ) BEGIN --Insert Link A UPDATE LinkedMatters SET LinkedMatter = @LinkedMatter, Relationship = @RelationShip WHERE RecordId = @RecordId AND PrimeMatter = @PrimeMatter ----Insert Link B UPDATE LinkedMatters SET PrimeMatter = @LinkedMatter, Relationship = @RelationShip WHERE LinkedMatter = @PrimeMatter and PrimeMatter = @OldLinkedMatter 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_ListCaseAssociateCases' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_ListCaseAssociateCases] END GO CREATE PROCEDURE [dbo].[KAAS_ListCaseAssociateCases] (@NameCode VARCHAR(6), @SearchText VARCHAR(4000) = '', @PageNumber INT = NULL, @PageSize INT = NULL, @SortColumn VARCHAR(50) = NULL, @SortDirection VARCHAR(10) = NULL) AS /************************************************************************************************************* * * * Stored Procedure Name : KAAS_ListCaseAssociateCases * * Copied From : [dbo].[ky_NETSPListCaseAssociateCases] * * * * Lists the cases to which this Associate is linked * * * * Compatibility information - PLEASE update older versions if necessary to ensure the compatible software * * remains fully functional * * ***************************************************************************************************** * * * * * * * Supersedes: - * * * * First compatible version: 5.6.4.1 * * * * Last compatible software version: - * * * * Superseded by: - * * * * * * * ***************************************************************************************************** * * * * Modification History * * 2018-11-30 Pino Carafa Created * * 2019-06-04 Vinodhan K Created KAAS_ListCaseAssociateCases * *************************************************************************************************************/ 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 @SortDirection = 'ASC' END SELECT IDENTITY(INT, 1,1) AS [Row_Number], * INTO #FoundTable FROM (SELECT [CC].[CASECODE] AS [CaseCode], [MAT].[ClientCode] AS [ClientCode], RTRIM(ISNULL([CON].[Name], '')) AS [ClientName], RTRIM(ISNULL([MAT].[Description], '')) AS [MatterDescription], CASE WHEN ISNULL([MAT].[Closed], '') = 'Y' THEN 'Y' ELSE 'N' END AS [Closed] FROM [dbo].[CaseContacts] [CC] INNER JOIN [dbo].[matters] [MAT] INNER JOIN [dbo].[Contacts] [CON] ON [CON].[Code] = [MAT].[ClientCode] ON [MAT].[Code] = [CC].[CASECODE] WHERE [CC].[NAMECODE] = @NameCode AND ( [CC].[CASECODE] LIKE '%' + @SearchText + '%' OR [MAT].[ClientCode] LIKE '%' + @SearchText + '%' OR RTRIM(ISNULL([CON].[Name], '')) LIKE '%' + @SearchText + '%' OR ISNULL([MAT].[Closed], '') LIKE '%' + @SearchText + '%' )) AS FoundTable SELECT * FROM #FoundTable WHERE ( @StartRow IS NULL OR ( [Row_Number] BETWEEN @StartRow AND @EndRow ) ) ORDER BY CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'Row_Number' THEN [Row_Number] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'Row_Number' THEN [Row_Number] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN '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 '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 '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 'MatterDescription' THEN [MatterDescription] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'MatterDescription' THEN [MatterDescription] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'Closed' THEN [Closed] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'Closed' THEN [Closed] END END DESC SELECT COUNT([Row_Number]) AS TotalRecords FROM #FoundTable END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_ListCaseContacts' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_ListCaseContacts] END GO CREATE PROCEDURE [dbo].[KAAS_ListCaseContacts] (@CaseCode VARCHAR(20), @ForEmail BIT = 1, @Number INT = 0, @Status VARCHAR(1) = '') AS /************************************************************************************************************* * * * [dbo].[KAAS_ListCaseContacts] * * * * List Case Contacts for OWA Add-in * * * * Compatibility information - PLEASE update older versions if necessary to ensure the compatible software * * remains fully functional * * ***************************************************************************************************** * * * * * * * Supersedes: - * * * * Original: [dbo].[ky_NETSPListCaseContacts] * * * * First compatible version: 5.7.2.1 * * * * Last compatible software version: - * * * * Superseded by: - * * * * * * * ***************************************************************************************************** * * * * Modification History * * 2019-04-02 Pino Carafa Created * * 2019-04-30 Pino Carafa Added Subject search and Date Range * * 2015-12-03 Pino Carafa Make it usable for Framework, too * * 2016-07-21 Suriya M KEYD-3783 - When you add a new strong room Deed file to a case, * * the Retired Associates are showing in the * * "From Whom" & "To Whom" fields of "DEED" tab. * * 2016-07-22 Pino Carafa Set default value for Status to ensure Outlook Add-in remains unaffected * * 2018-05-01 Pino Carafa KEYD-4573 Add Secondary Email * * 2018-05-01 Pino Carafa Copied to KAAS SPs * * * *************************************************************************************************************/ BEGIN SET NOCOUNT ON DECLARE @FromWhom VARCHAR(10) IF(@Status = 'T') BEGIN SET @FromWhom = RTRIM(ISNULL((SELECT [FMI].[TOWHOCODE] FROM [dbo].[FileManagerItems] [FMI] WHERE [FMI].[NUMBER] = @Number), '')) END ELSE BEGIN SET @FromWhom = RTRIM(ISNULL((SELECT [FMI].[FROMWHOCODE] FROM [dbo].[FileManagerItems] [FMI] WHERE [FMI].[NUMBER] = @Number), '')) END SELECT [RES].[CODE], CASE WHEN [RES].[NAME] = '' THEN [RES].[COMPANY] ELSE [RES].[NAME] END AS [NAME], [RES].[COMPANY], [RES].[EMAIL], [RES].[NAMECODE], [RES].[CASECODE], [RES].[TYPE], CASE WHEN RTRIM(ISNULL([AST].[DESCRIPTION], '')) = '' THEN [RES].[TYPE] ELSE RTRIM(ISNULL([AST].[DESCRIPTION], '')) END AS [TYPEDESC], LTRIM( CASE WHEN [RES].[NAME] = '' THEN '' WHEN [RES].[NAME] = [RES].[COMPANY] THEN '' ELSE [RES].[NAME] END + CASE WHEN [RES].[COMPANY] = '' THEN '' ELSE ' (' + [RES].[COMPANY] + ')' END) AS [NAMECOMP] FROM (SELECT CONVERT(VARCHAR(10), RTRIM(ISNULL([CAN].[CODE], ''))) AS [CODE], CONVERT(VARCHAR(300), RTRIM(ISNULL([CAN].[NAME], ''))) AS [NAME], CONVERT(VARCHAR(50), RTRIM(ISNULL([CAN].[COMPANY], ''))) AS [COMPANY], CONVERT(VARCHAR(100), RTRIM(ISNULL([CAN].[EMAIL], ''))) AS [EMAIL], CONVERT(VARCHAR(10), RTRIM(ISNULL([CC].[NAMECODE], ''))) AS [NAMECODE], CONVERT(VARCHAR(20), RTRIM(ISNULL([CC].[CASECODE], ''))) AS [CASECODE], CONVERT(VARCHAR(20), RTRIM(ISNULL([CAN].[TYPE], ''))) AS [TYPE] FROM [dbo].[CaseContacts] [CC] INNER JOIN [dbo].[CaseAssociatesNames] [CAN] ON [CAN].[CODE] = [CC].[NameCODE] AND ( @ForEmail = 0 OR RTRIM(ISNULL([CAN].[EMAIL], '')) <> '') WHERE [CC].[CASECODE] = @CaseCode AND ( ISNULL([CC].Retired,'N') <> 'Y' OR [CC].NAMECODE = CASE @Number WHEN 0 THEN '' ELSE @FromWhom END) UNION SELECT CONVERT(VARCHAR(10), RTRIM(ISNULL([CTC].[CLCODE], ''))) AS CODE, CONVERT(VARCHAR(300), RTRIM(ISNULL([CTC].[FIRSTNAME], '')) + ' ' + RTRIM(ISNULL([CTC].[SURNAME], ''))) AS [NAME], CONVERT(VARCHAR(50), RTRIM(ISNULL([CTC].[CLNAMECON], ''))) AS [COMPANY], CONVERT(VARCHAR(100), RTRIM(ISNULL([CTC].[EmailAddress], ''))) AS [EMAIL], CONVERT(VARCHAR(10), '') AS [NAMECODE], CONVERT(VARCHAR(20), @CaseCode) AS [CASECODE], CONVERT(VARCHAR(20), 'Client Contact') AS [TYPE] FROM [dbo].[matters] [MAT] INNER JOIN [dbo].[ClientContacts] [CTC] ON [CTC].[CLCODE] = [MAT].[ClientCode] AND ( @ForEmail = 0 OR RTRIM(ISNULL([CTC].[EmailAddress], '')) <> '') WHERE [MAT].[CODE] = @CaseCode UNION SELECT CONVERT(VARCHAR(10), RTRIM(ISNULL([CAN].[CODE], ''))) AS [CODE], CONVERT(VARCHAR(300), RTRIM(ISNULL([CAC].[NAME], ''))) AS [NAME], CONVERT(VARCHAR(50), RTRIM(ISNULL([CAN].[COMPANY], ''))) AS [COMPANY], CONVERT(VARCHAR(100), RTRIM(ISNULL([CAC].[EMAIL], ''))) AS [EMAIL], CONVERT(VARCHAR(10), RTRIM(ISNULL([CC].[NAMECODE], ''))) AS [NAMECODE], CONVERT(VARCHAR(20), RTRIM(ISNULL([CC].[CASECODE], ''))) AS [CASECODE], CONVERT(VARCHAR(20), RTRIM(ISNULL([CC].[CONTYPE], ''))) AS [TYPE] FROM [dbo].[CaseContacts] [CC] INNER JOIN [dbo].[CaseAssociatesNames] [CAN] INNER JOIN [dbo].[CaseAssociatesContacts] [CAC] ON [CAC].[NAMECODE] = [CAN].[CODE] AND ( @ForEmail = 0 OR RTRIM(ISNULL([CAC].[EMAIL], '')) <> '') ON [CAN].[CODE] = [CC].[NameCODE] WHERE [CC].[CASECODE] = @CaseCode UNION SELECT CONVERT(VARCHAR(10), RTRIM(ISNULL([CTC].[CODE], ''))) AS CODE, CONVERT(VARCHAR(300), RTRIM(ISNULL([CTC].[Name], ''))) AS [NAME], CONVERT(VARCHAR(50), '') AS [COMPANY], CONVERT(VARCHAR(100), RTRIM(ISNULL([CTC].[email], ''))) AS [EMAIL], CONVERT(VARCHAR(10), '') AS [NAMECODE], CONVERT(VARCHAR(20), @CaseCode) AS [CASECODE], CONVERT(VARCHAR(20), 'Client') AS [TYPE] FROM [dbo].[matters] [MAT] INNER JOIN [dbo].[Contacts] CTC ON [CTC].[CODE] = [MAT].[ClientCode] AND ( @ForEmail = 0 OR RTRIM(ISNULL([CTC].[email], '')) <> '') WHERE [MAT].[CODE] = @CaseCode UNION SELECT CONVERT(VARCHAR(10), RTRIM(ISNULL([CTC].[CODE], ''))) AS CODE, CONVERT(VARCHAR(300), RTRIM(ISNULL([CTC].[Name], ''))) AS [NAME], CONVERT(VARCHAR(50), '') AS [COMPANY], CONVERT(VARCHAR(100), RTRIM(ISNULL([CTC].[SecondaryEmail], ''))) AS [EMAIL], CONVERT(VARCHAR(10), '') AS [NAMECODE], CONVERT(VARCHAR(20), @CaseCode) AS [CASECODE], CONVERT(VARCHAR(20), 'Client') AS [TYPE] FROM [dbo].[matters] [MAT] INNER JOIN [dbo].[Contacts] CTC ON [CTC].[CODE] = [MAT].[ClientCode] AND ( @ForEmail = 0 OR RTRIM(ISNULL([CTC].[SecondaryEmail], '')) <> '') WHERE [MAT].[CODE] = @CaseCode) [RES] LEFT OUTER JOIN [dbo].[AssociateTypes] [AST] ON [AST].[CODE] = [RES].[TYPE] ORDER BY CASE WHEN [RES].[NAME] = '' THEN [RES].[COMPANY] ELSE [RES].[NAME] END, [RES].[TYPE] SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_ListDocumentClasses',N'P')IS NOT NULL DROP PROCEDURE KAAS_ListDocumentClasses GO CREATE PROCEDURE [dbo].[KAAS_ListDocumentClasses] AS /***************************************************************************** * * ky_NETSPListDocumentClasses * * Lists the available Keyhouse Document Classes. * * Modification History * 2016-10-19 Pino Carafa Imported into Framework * 2016-10-19 Pino Carafa Removed dynamic code to deal with SAM4 * SAM4 now also has a Retired column * 2019-05-20 Arun Copied from ky_NETSPListDocumentClasses *****************************************************************************/ BEGIN SELECT RTRIM(ISNULL(DCL.[CLASSCODE], '')) AS [CLASSCODE], RTRIM(ISNULL(DCL.[CLASSDESCRIPTION], '')) AS [CLASSDESCRIPTION], CASE WHEN RTRIM(ISNULL(DCL.[RETIRED], 'N')) = 'Y' THEN 'Y' ELSE 'N' END AS [Retired] FROM [dbo].[DocumentClasses] DCL ORDER BY RTRIM(ISNULL(DCL.[CLASSDESCRIPTION], '')) END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = 'KAAS_ListDocumentClassesForCase' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_ListDocumentClassesForCase] END GO CREATE PROCEDURE [dbo].[KAAS_ListDocumentClassesForCase] (@CASECODE VARCHAR(20)) AS /******************************************************************************************************* * Lists only the document classes and descriptions that are actually present in the Case * * that was passed in. * * * * Stored Procedure Name : [dbo].[KAAS_ListDocumentClassesForCase] * * Copied from : [dbo].[ky_NETSPListDocumentClassesForCase] * * * * Modification History: * * 2019-04-22 Vinodhan K Created * *******************************************************************************************************/ BEGIN DECLARE @classes TABLE ([id] INT IDENTITY(1, 1), [CLASSCODE] VARCHAR(3), [CLASSDESCRIPTION] VARCHAR(40), [Retired] CHAR(1)) INSERT INTO @classes ([CLASSCODE], [CLASSDESCRIPTION], [Retired]) VALUES ('', '', 'N') IF RTRIM(ISNULL(@CASECODE, '')) = '' BEGIN INSERT INTO @classes ([CLASSCODE]) SELECT DCL.[CLASSCODE] FROM [dbo].[DocumentClasses] DCL WHERE RTRIM(ISNULL(DCL.[CLASSCODE], '')) <> '' ORDER BY RTRIM(ISNULL(DCL.[CLASSCODE], '')) END ELSE BEGIN INSERT INTO @classes ([CLASSCODE]) SELECT DISTINCT RTRIM(ISNULL(DAT.[DOCCLASS], '')) AS [DOCCLASS] FROM [dbo].[Diary] DIA INNER JOIN [dbo].[DiaryAttachments] DAT ON DAT.[DiaryID] = DIA.[ActionID] AND RTRIM(ISNULL(DAT.[DOCCLASS], '')) <> '' WHERE DIA.[CASECODE] = @CASECODE ORDER BY RTRIM(ISNULL(DAT.[DOCCLASS], '')) END UPDATE CL SET CL.[CLASSDESCRIPTION] = RTRIM(ISNULL(DCL.[CLASSDESCRIPTION], '')), CL.[Retired] = Case WHEN RTRIM(ISNULL(DCL.[Retired], 'N')) = 'Y' THEN 'Y' ELSE 'N' END FROM @classes CL INNER JOIN [dbo].[DocumentClasses] DCL ON DCL.[CLASSCODE] = CL.[CLASSCODE] AND RTRIM(DCL.[CLASSCODE]) <> '' DELETE CL FROM @classes CL WHERE CL.[Retired] = 'Y' SELECT [CLASSCODE], RTRIM(ISNULL([CLASSDESCRIPTION], '*MISSING DOCUMENT CLASS*')) AS [CLASSDESCRIPTION] FROM @classes END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = 'KAAS_ListItemLocations' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_ListItemLocations] END GO CREATE PROCEDURE [dbo].[KAAS_ListItemLocations] AS /****************************************************************************** * * Stored Procedure Name : KAAS_ListItemLocations * Copied from : ky_NETSPListItemLocations * Lists all matter locations (for archive tab) * * Modification History * 2015-06-25 Pino Carafa Created * 2015-06-25 Pino Carafa Different Item Locations can have the * same name. Add code between brackets * after locations that have duplicates. * 2016-02-04 Arun Added Retired filter in where condition * 2019-07-16 Vinodhan K Created KAAS_ListItemLocations ******************************************************************************/ BEGIN SELECT ITL.[CODE] AS [Code], CASE WHEN RTRIM(ITL.[DESCRIPTION]) = '' THEN RTRIM('Unknown, code: ' + ITL.[CODE]) ELSE RTRIM(ITL.[DESCRIPTION]) END + CASE WHEN DUPS.[TOTAL] = 1 THEN '' ELSE ' (' + RTRIM(ITL.[CODE]) + ')' END AS [Description], ITL.[FULLYN] AS [FullYN] FROM [dbo].[ItemLocations] ITL CROSS APPLY (SELECT COUNT(1) AS [TOTAL] FROM [dbo].[ItemLocations] ITLD WHERE ITLD.[DESCRIPTION] = ITL.[DESCRIPTION]) DUPS WHERE ISNULL(ITL.Retired,'N') <> 'Y' ORDER BY CASE WHEN RTRIM(ITL.[DESCRIPTION]) = '' THEN RTRIM('Unknown, code: ' + ITL.[CODE]) ELSE RTRIM(ITL.[DESCRIPTION]) END + CASE WHEN DUPS.[TOTAL] = 1 THEN '' ELSE ' (' + RTRIM(ITL.[CODE]) + ')' END END GO IF OBJECT_ID(N'KAAS_ListNarratives', N'P') IS NOT NULL BEGIN DROP PROCEDURE [dbo].[KAAS_ListNarratives] END GO CREATE PROCEDURE [dbo].[KAAS_ListNarratives] AS /***************************************************************************** * List cheque/ledger narratives * * Stored Procedure Name : KAAS_ListNarratives * Copied From : ky_NETSPListNarratives * * Modification history: * ????-??-?? ??? Created * 2019-08-06 John Ginnane Added to SVN * 2019-08-06 Vinodhan Created KAAS_ListNarratives *****************************************************************************/ BEGIN SELECT RTRIM(ISNULL([NAR].[CODE], '')) AS [Code], RTRIM(ISNULL([NAR].[NARRATIVE], '')) AS [Narrative] FROM [dbo].[Narratives] AS [NAR] ORDER BY RTRIM(ISNULL([NAR].[NARRATIVE], '')) ASC END GO IF OBJECT_ID(N'KAAS_ListSuppliers', N'P') IS NOT NULL BEGIN DROP PROCEDURE [dbo].[KAAS_ListSuppliers] END GO CREATE PROCEDURE [dbo].[KAAS_ListSuppliers] AS /********************************************************* * List suppliers * * Stored Procedure Name : KAAS_ListSuppliers * Copied From : ky_NETSPListSuppliers * Modification history: * ????-??-?? ??? Created * 2019-08-06 John Ginnane Added to SVN * 2019-08-06 Vinodhan Created KAAS_ListSuppliers ********************************************************/ BEGIN DECLARE @COMMAND VARCHAR(MAX) 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] = 'Retired' WHERE SO.[name] = 'Suppliers' AND SO.[type] = 'U') BEGIN SET @COMMAND = ' SELECT RTRIM(ISNULL(SUP.[CODE], '''')) As [Code], RTRIM(ISNULL(SUP.[NAME], '''')) AS [Name], RTRIM(ISNULL(SUP.[Address], '''')) AS [Address], RTRIM(ISNULL(SUP.[NOMINAL], '''')) AS [Nominal], CASE WHEN RTRIM(ISNULL(SUP.[Retired], '''')) = ''Y'' THEN ''Y'' ELSE ''N'' END AS [Retired], CASE WHEN RTRIM(ISNULL(SUP.[DEFTPSTATUS], '''')) = ''Y'' THEN ''Y'' ELSE ''N'' END AS [ThirdParty] FROM [dbo].[Suppliers] SUP' END ELSE BEGIN SET @COMMAND = ' SELECT RTRIM(ISNULL(SUP.[CODE], '''')) As [Code], RTRIM(ISNULL(SUP.[NAME], '''')) AS [Name], RTRIM(ISNULL(SUP.[Address], '''')) AS [Address], RTRIM(ISNULL(SUP.[NOMINAL], '''')) AS [Nominal], ''N'' AS [Retired], CASE WHEN RTRIM(ISNULL(SUP.[DEFTPSTATUS], '''')) = ''Y'' THEN ''Y'' ELSE ''N'' END AS [ThirdParty] FROM [dbo].[Suppliers] SUP' END EXEC (@COMMAND) END GO --Delete obsolete procedure IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'ky_NETFetchLoadgvAssociateParties' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[ky_NETFetchLoadgvAssociateParties] END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_LoadAssociateParties' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_LoadAssociateParties] END GO CREATE PROCEDURE [dbo].[KAAS_LoadAssociateParties] (@query VARCHAR(MAX), @PageNumber int, @PageSize int) 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_LoadAssociateParties] * * Copied from : [dbo].[ky_NETSPLoadAssociateParties] * * * * Modification History : * * 2019-04-12 Vinodhan K Created * * 2019-06-10 Vinodhan K Searching, Paging and Sorting functionality added * *******************************************************************************************************/ BEGIN DECLARE @StartRow INT; DECLARE @EndRow INT; SET @PageNumber = ISNULL(@PageNumber, 0) - 1; -- 0 BASED INDEX SET @PageSize = ISNULL(@PageSize, 0) ; -- 0 BASED INDEX IF(@PageNumber > -1) BEGIN SET @StartRow = ((@PageNumber) * @PageSize) + 1; SET @EndRow = (@StartRow + @PageSize) - 1; END SET @query = CASE WHEN ISNULL(@query, '') = '' THEN '' ELSE @query END SET NOCOUNT ON DECLARE @lstAssociateTypeCode VARCHAR(20) DECLARE @orderby VARCHAR(20) DECLARE @order NVARCHAR(5) DECLARE @return INT DECLARE @search VARCHAR(202) DECLARE @Retired VARCHAR(1) DECLARE @MustInclude VARCHAR(6) DECLARE @iSearch INT BEGIN TRY EXEC sp_xml_preparedocument @iSearch OUTPUT, @query END TRY BEGIN CATCH EXEC sp_xml_preparedocument @iSearch OUTPUT, '' END CATCH BEGIN TRY SELECT @lstAssociateTypeCode = SRC.[AssociateTypeCode], @orderby = SRC.[OrderBy], @order = SRC.[Order], @return = SRC.[return], @search = SRC.[search], @Retired = SRC.[Retired], @MustInclude = SRC.[MustInclude] FROM OPENXML(@iSearch, 'search') WITH ([AssociateTypeCode] VARCHAR(20) '@associatetype', [OrderBy] VARCHAR(20) '@orderby', [Order] NVARCHAR(4) '@order', [return] INT '@return', [search] VARCHAR(200) '@search', [Retired] VARCHAR(1) '@Retired', [MustInclude] VARCHAR(6) '@MustInclude') SRC END TRY BEGIN CATCH END CATCH EXEC sp_xml_removedocument @iSearch SET @lstAssociateTypeCode = ISNULL(@lstAssociateTypeCode, '') SET @orderby = ISNULL(@orderby, 'CODE') SET @order = ISNULL(@order, N' ASC') SET @search = ISNULL(@search, '') SET @Retired = CASE WHEN ISNULL(@Retired, 'N') = 'Y' THEN 'Y' ELSE 'N' END SET @MustInclude = ISNULL(@MustInclude, '') IF (@order = N'DESC') BEGIN SET @order = N' DESC' END ELSE BEGIN SET @order = N' ASC' END SET @return = ISNULL(@return, 500) DECLARE @NCOMMAND NVARCHAR(MAX) SET @NCOMMAND = N' SELECT IDENTITY(INT, 1,1) AS [Row_Number], * INTO #FoundTable FROM ( SELECT TOP (@return) RTRIM(ISNULL([CAN].[CODE], '''')) AS [NAMECODE], UPPER(RTRIM(ISNULL([CAT].[TYPECODE], ''''))) AS [TYPECODE], RTRIM(ISNULL([TYP].[Category], '''')) AS [Category], CASE WHEN RTRIM(ISNULL([CAN].[COMPANY], '''')) = '''' THEN RTRIM(ISNULL([CAN].[NAME], '''')) ELSE LTRIM(RTRIM(ISNULL([CAN].[NAME], '''')) + '' ('' + RTRIM(ISNULL([CAN].[COMPANY], '''')) + '')'') END AS [NAMECOMP], RTRIM(ISNULL([CAT].[SEARCHCODE], '''')) AS [SEARCHCODE], RTRIM(ISNULL([CAN].[CODE], '''')) AS [CODE], ISNULL([TYP].[Description],'''') 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], [dbo].[KAAS_FN_RemoveSpuriousWhitespace](RTRIM(ISNULL([CAN].[ADDRESS], '''')), 200) 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], ISNULL(CONVERT(VARCHAR(10), [CAN].[MARRIAGEDATE], 112), '''') AS [MARRIAGEDATE], ISNULL(CONVERT(VARCHAR(10), [CAN].[DECEASED] ,112), '''') AS [DECEASED], ISNULL(CONVERT(VARCHAR(10), [CAN].[SEPARATED] ,112), '''') AS [SEPARATED], RTRIM(ISNULL([CAN].[HOWSEPARATED], '''')) AS [HOWSEPARATED], ISNULL(CONVERT(VARCHAR(10), [CAN].[DATESEPARATED] ,112), '''') AS [DATESEPARATED], ISNULL(CONVERT(VARCHAR(10), [CAN].[DECEASEDDATE] ,112), '''') AS [DECEASEDDATE], RTRIM(ISNULL([CAN].[OCCUPATION], '''')) AS [OCCUPATION], RTRIM(ISNULL([CAN].[SEARCH], '''')) AS [SEARCH], ISNULL([CAN].[CONTACTNO], 0) 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], ISNULL(CAT.Retired,''N'') AS [Retired] FROM [dbo].[CaseAssociatesNames] [CAN] INNER JOIN [dbo].[CaseAssoicatesTypes] CAT INNER JOIN [dbo].[AssociateTypes] TYP ON TYP.[CODE] = CAT.[TYPECODE] ON CAT.[NAMECODE] = CAN.[CODE] WHERE RTRIM(ISNULL([CAN].[CODE], '''')) <> '''' AND RTRIM(ISNULL([CAN].[NAME], '''')) <> '''' AND ISNULL(CAT.Retired,''N'') IN (''N'',''' + @Retired + ''')' IF (RTRIM(ISNULL(@lstAssociateTypeCode, '')) <> '') BEGIN SET @NCOMMAND = @NCOMMAND + N' AND [CAT].[TYPECODE] = @lstAssociateTypeCode' END IF @search <> '' BEGIN IF (CHARINDEX('%', @search) <> 1) BEGIN SET @search = '%' + @search END IF (SUBSTRING(@search, LEN(@search), 1) <> '%') BEGIN SET @search = @search + '%' END SET @NCOMMAND = @NCOMMAND + N' AND ( CAN.[NAME] LIKE @search OR CAN.[CODE] LIKE @search OR CAN.[COMPANY] LIKE @search OR CAN.[SALUTATION] LIKE @search OR CAN.[ADDRESS] LIKE @search OR CAN.[LEGALNAME] LIKE @search OR CAN.[LEGALADDRESS] LIKE @search OR CAN.[FORENAME] LIKE @search OR CAN.[SURNAME] LIKE @search OR CAN.[PHONENO] LIKE @search OR CAN.[FAXNO] LIKE @search OR CAN.[HOME] LIKE @search OR CAN.[MOBILENO] LIKE @search OR CAN.[EMAIL] LIKE @search OR CAT.[SEARCHCODE] LIKE @search OR CAN.[SEARCH] LIKE @search OR CAN.[TITLE] LIKE @search OR CAN.[WEBADDRESS] LIKE @search OR CAN.[NOTES] LIKE @search OR CASE WHEN @MustInclude = '''' THEN 0 WHEN @MustInclude = CAN.[CODE] THEN 1 ELSE 0 END = 1) ' END SET @NCOMMAND = @NCOMMAND + N' ORDER BY CASE WHEN @MustInclude = '''' THEN 1 WHEN @MustInclude = CAN.[CODE] THEN 0 ELSE 1 END' IF (ISNULL(@orderby, '') = '' OR RTRIM(LTRIM(@orderby)) = '') BEGIN SET @orderby = 'CODE'; END IF (ISNULL(@order, '') = '' OR RTRIM(LTRIM(@order)) = '') BEGIN SET @order = 'ASC'; END SET @NCOMMAND = @NCOMMAND + ') AS FoundTable SELECT * FROM #FoundTable WHERE (@StartRow IS NULL OR ([Row_Number] BETWEEN @StartRow AND @EndRow)) ORDER BY ' + @orderby + ' ' + @order + ' SELECT (COUNT([Row_Number])) FROM #FoundTable' EXECUTE sp_executesql @NCOMMAND, N'@lstAssociateTypecode VARCHAR(20), @return INT, @search VARCHAR(202), @MustInclude VARCHAR(6) , @StartRow INT, @EndRow INT', @lstAssociateTypecode = @lstAssociateTypecode, @return = @return, @search = @search, @MustInclude = @MustInclude, @StartRow=@StartRow, @EndRow=@EndRow --SELECT @NCOMMAND SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_MaintainInsertMarital',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainInsertMarital] GO CREATE PROCEDURE [dbo].[KAAS_MaintainInsertMarital] ( @Code VARCHAR(100), @Description VARCHAR(MAX), @Retired VARCHAR(2)) AS /******************************************************************************************************* * This procedure is used to Check maintain details. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainInsertMarital] * * Copied from : [dbo].[ky_NETMaintainCheckMaster] * * [dbo].[Ky_NETMaintainInsertMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN IF EXISTS (SELECT * FROM dbo.MiscCodes WHERE CDETYPE = 'MRS' AND RTRIM(CDECODE)=@code) BEGIN SELECT 'Marital Status code already exist. Please enter a new Marital Status code.' END ELSE BEGIN IF EXISTS(SELECT TOP 1 1 FROM dbo.MiscCodes WHERE RTRIM(CDECODE)=@code AND CDETYPE='MRS') BEGIN UPDATE dbo.MiscCodes SET CDECODE = @code, CDEDESC = @description, Retired = @retired WHERE RTRIM(CDECODE)=@code AND CDETYPE='MRS' END ELSE BEGIN INSERT INTO dbo.MiscCodes (CDETYPE,CDECODE,CDEDESC,Retired) VALUES ('MRS',@code,@description,@retired) END END END GO IF OBJECT_ID(N'KAAS_MaintainInsertOccupation',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainInsertOccupation] GO CREATE PROCEDURE [dbo].[KAAS_MaintainInsertOccupation] ( @Code VARCHAR(100), @Description VARCHAR(MAX)) AS /******************************************************************************************************* * This procedure is used to check maintain details. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainInsertOccupation] * * Copied from : [dbo].[ky_NETMaintainCheckMaster] * * [dbo].[Ky_NETMaintainInsertMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN IF EXISTS(SELECT TOP 1 1 FROM MiscCodes WHERE RTRIM(CDECODE ) = RTRIM(@Code) AND RTRIM(CDETYPE) = 'OCC') BEGIN SELECT 'Occupation code already exist. Please enter a new Occupation code.' END ELSE BEGIN IF EXISTS(SELECT TOP 1 1 FROM MiscCodes WHERE RTRIM(CDECODE) = RTRIM(@Code) AND RTRIM(CDETYPE) = 'OCC') BEGIN UPDATE MiscCodes SET CDEDESC = @Description WHERE RTRIM(CDECODE) = @Code END ELSE BEGIN INSERT INTO misccodes(CDETYPE, CDECODE, CDEDESC, CDETEAM ) VALUES ('OCC',@Code,@Description,'') END END END GO IF OBJECT_ID(N'KAAS_MaintainLoadAdminCode',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainLoadAdminCode] GO CREATE PROCEDURE [dbo].[KAAS_MaintainLoadAdminCode] (@Retired VARCHAR(4), @Code VARCHAR(10) = '') AS /******************************************************************************************************* * This SP used to Fetch details TimeAdminCodes table. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainLoadAdminCode] * * Copied from : [dbo].[ky_NETMaintainLoadMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT NCCODE 'Code', [DESCRIPTION] 'Description', REPLACE(ISNULL(Retired,'N'),' ','N') AS Retired FROM TimeAdminCodes WHERE REPLACE(ISNULL(Retired,'N'),' ','N') IN ('N',@Retired) OR [NCCODE] = @code ORDER BY NCCODE END GO IF OBJECT_ID(N'KAAS_MaintainLoadBilling',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainLoadBilling] GO CREATE PROCEDURE [dbo].[KAAS_MaintainLoadBilling] (@Retired VARCHAR(4), @Code VARCHAR(10) = '') AS /******************************************************************************************************* * This SP used to Fetch details FROM BillDescriptions table. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainLoadBilling] * * Copied from : [dbo].[ky_NETMaintainLoadMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT Number AS 'BillNumber', BILLDESCRIPTIONS 'Description', SEARCHFIELD 'Search', REPLACE(ISNULL(Retired,'N'),' ','N') AS Retired FROM BillDescriptions WHERE REPLACE(ISNULL(Retired,'N'),' ','N') IN ('N',@Retired) OR NUMBER = CONVERT(INT, ISNULL(@Code,0)) END GO IF OBJECT_ID(N'KAAS_MaintainLoadBranchCode',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainLoadBranchCode] GO CREATE PROCEDURE [dbo].[KAAS_MaintainLoadBranchCode] (@Retired VARCHAR(4), @Code VARCHAR(10) = '') AS /******************************************************************************************************* * This SP used to Fetch details FROM Branch table. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainLoadBranchCode] * * Copied from : [dbo].[ky_NETMaintainLoadMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT BRANCHCODE 'BranchCode', [Description] FROM Branch ORDER BY BRANCHCODE END GO IF OBJECT_ID(N'KAAS_MaintainLoadCasePlan',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainLoadCasePlan] GO CREATE PROCEDURE [dbo].[KAAS_MaintainLoadCasePlan] (@Retired VARCHAR(4), @Code VARCHAR(10) = '') AS /******************************************************************************************************* * This SP used to Fetch details FROM TEMPLATES table. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainLoadCasePlan] * * Copied from : [dbo].[ky_NETMaintainLoadMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT RTRIM([WKCODE]) AS [Code], RTRIM(ISNULL([WKDESC],'')) AS [Description] FROM TEMPLATES WHERE ISNULL([Retired],'N') = 'N' OR [WKCODE] = @Code END GO IF OBJECT_ID(N'KAAS_MaintainLoadCategoryType',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainLoadCategoryType] GO CREATE PROCEDURE [dbo].[KAAS_MaintainLoadCategoryType] (@Retired VARCHAR(4), @Code VARCHAR(10) = '') AS /******************************************************************************************************* * This SP used to Fetch details FROM CategoryType table. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainLoadCategoryType] * * Copied from : [dbo].[ky_NETMaintainLoadMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT RTRIM(CategoryType) AS CategoryType, [Description] FROM CategoryType ORDER BY CategoryType END GO IF OBJECT_ID(N'KAAS_MaintainLoadChargeType',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainLoadChargeType] GO CREATE PROCEDURE [dbo].[KAAS_MaintainLoadChargeType] (@Retired VARCHAR(4), @Code VARCHAR(10) = '') AS /******************************************************************************************************* * This SP used to Fetch details FROM ChargeType table. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainLoadChargeType] * * Copied from : [dbo].[ky_NETMaintainLoadMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT TaxHead, ChargeType, [Description] FROM ChargeType WHERE RTRIM(TAXHEAD)=@Retired ORDER BY ChargeType END GO IF OBJECT_ID(N'KAAS_MaintainLoadClientGroup',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainLoadClientGroup] GO CREATE PROCEDURE [dbo].[KAAS_MaintainLoadClientGroup] (@Retired VARCHAR(4), @Code VARCHAR(10) = '') AS /******************************************************************************************************* * This SP used to Fetch details FROM ClientGroup table. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainLoadClientGroup] * * Copied from : [dbo].[ky_NETMaintainLoadMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT RTRIM(GroupCode) AS [Code], RTRIM(GroupName) AS [Name] FROM ClientGroup ORDER BY GroupCode END GO IF OBJECT_ID(N'KAAS_MaintainLoadClientType',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainLoadClientType] GO CREATE PROCEDURE [dbo].[KAAS_MaintainLoadClientType] (@Retired VARCHAR(4), @Code VARCHAR(10) = '') AS /******************************************************************************************************* * This SP used to Fetch details FROM ClientType table. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainLoadClientType] * * Copied from : [dbo].[ky_NETMaintainLoadMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT RTRIM(ISNULL(PK_ClientType, 0)) AS Code, RTRIM(ISNULL([DESCRIPTION] , '')) AS [Description], Editable AS Editable FROM ClientType ORDER BY [Description] END GO IF OBJECT_ID(N'KAAS_MaintainLoadContact',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainLoadContact] GO CREATE PROCEDURE [dbo].[KAAS_MaintainLoadContact] (@Retired VARCHAR(4), @Code VARCHAR(10) = '') AS /******************************************************************************************************* * This SP used to Fetch details FROM MiscCodes table. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainLoadContact] * * Copied from : [dbo].[ky_NETMaintainLoadMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT RTRIM([CDETYPE]) AS [Type], RTRIM([CDECODE]) AS [Code] , RTRIM([CDEDESC]) AS [Description], RTRIM(CDETEAM) AS [Team] FROM MiscCodes WHERE CDETYPE = @Retired END GO IF OBJECT_ID(N'KAAS_MaintainLoadContactCategory',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainLoadContactCategory] GO CREATE PROCEDURE [dbo].[KAAS_MaintainLoadContactCategory] (@Retired VARCHAR(4), @Code VARCHAR(10) = '') AS /******************************************************************************************************* * This SP used to Fetch details FROM Category table. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainLoadContactCategory] * * Copied from : [dbo].[ky_NETMaintainLoadMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT B.CATEGORYTYPE 'Type', B.[Description] 'CategoryDescription', A.Code, A.DESC$ 'Description' FROM Category A LEFT OUTER JOIN Categorytype B ON A.CATTYPE= B.CATEGORYTYPE ORDER BY A.CODE END GO IF OBJECT_ID(N'KAAS_MaintainLoadCourtFees',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainLoadCourtFees] GO CREATE PROCEDURE [dbo].[KAAS_MaintainLoadCourtFees] (@Retired VARCHAR(4), @Code VARCHAR(10) = '') AS /******************************************************************************************************* * This SP used to Fetch details FROM CourtFees table. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainLoadCourtFees] * * Copied from : [dbo].[ky_NETMaintainLoadMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT CODE 'Code', DESCRIPTION 'Description', ISNULL(CHARGECLIENT,0) AS ChargeClient, [VALUE] 'Value', [CLIENTVALUE] 'ClientValue' FROM CourtFees ORDER BY CODE END GO IF OBJECT_ID(N'KAAS_MaintainLoadDepartment',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainLoadDepartment] GO CREATE PROCEDURE [dbo].[KAAS_MaintainLoadDepartment] (@Retired VARCHAR(4), @Code VARCHAR(10) = '') AS /******************************************************************************************************* * This SP used to Fetch details FROM Departments table. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainLoadDepartment] * * Copied from : [dbo].[ky_NETMaintainLoadMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT DEPT.[CODE] AS [Code], DEPT.[DESC] AS [Description], CASE WHEN RTRIM(ISNULL(DEPT.[Retired], 'N')) = 'Y' THEN 'Y' ELSE 'N' END AS [Retired] FROM [dbo].[Departments] DEPT WHERE ISNULL(@Retired, 'N') = 'Y' OR ISNULL(DEPT.[Retired], 'N') <> 'Y' OR DEPT.[CODE] = @code ORDER BY DEPT.[CODE] END GO IF OBJECT_ID(N'KAAS_MaintainLoadFeeEarner',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainLoadFeeEarner] GO CREATE PROCEDURE [dbo].[KAAS_MaintainLoadFeeEarner] (@Retired VARCHAR(4), @Code VARCHAR(10) = '') AS /******************************************************************************************************* * This SP used to Fetch details FROM FeeEarnerCodes table. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainLoadFeeEarner] * * Copied from : [dbo].[ky_NETMaintainLoadMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT FEC.[Code] AS [Code], FEC.[Name] AS [Name], CASE WHEN RTRIM(ISNULL(FEC.[Retired], 'N')) = 'Y' THEN 'Y' ELSE 'N' END AS [Retired] FROM [dbo].[FeeEarnerCodes] FEC WHERE ISNULL(@Retired, 'N') = 'Y' OR ISNULL(FEC.[Retired], 'N') <> 'Y' OR FEC.[Code] = @code ORDER BY FEC.[CODE] END GO IF OBJECT_ID(N'KAAS_MaintainLoadFileColour',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainLoadFileColour] GO CREATE PROCEDURE [dbo].[KAAS_MaintainLoadFileColour] (@Retired VARCHAR(4), @Code VARCHAR(10) = '') AS /******************************************************************************************************* * This SP used to Fetch details FROM FileColours table. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainLoadFileColour] * * Copied from : [dbo].[ky_NETMaintainLoadMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT RTRIM(ISNULL(FCL.[ColourCode], '')) AS [FileColour], RTRIM(ISNULL(FCL.[COLOURDESC], '')) AS [ColourDescription], ISNULL(FCL.[RGBColour], -1) AS [RGBValue], RTRIM(ISNULL(FCL.[BackgroundColour], 'Transparent')) AS [BackgroundColour], RTRIM(ISNULL(FCL.[ForegroundColour], 'Black')) AS [ForegroundColour], FCL.Retired AS [Retired] FROM [dbo].[FileColours] FCL WHERE ISNULL(@Retired, 'N') = 'Y' OR ISNULL(FCL.[Retired], 'N') <> 'Y' OR FCL.[COLOURCODE] = @code ORDER BY RTRIM(ISNULL(FCL.[COLOURDESC], '')) END GO IF OBJECT_ID(N'KAAS_MaintainLoadGroupModule',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainLoadGroupModule] GO CREATE PROCEDURE [dbo].[KAAS_MaintainLoadGroupModule] (@Retired VARCHAR(4), @Code VARCHAR(10) = '') AS /******************************************************************************************************* * This SP used to Fetch details FROM ModuleGroup table. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainLoadGroupModule] * * Copied from : [dbo].[ky_NETMaintainLoadMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT GroupID AS [GroupId], RTRIM(GroupName) AS [GroupName], RTRIM(ISNULL([Description],'')) AS [Description] FROM ModuleGroup WHERE GroupName <>'All Handler' ORDER BY GroupName END GO IF OBJECT_ID(N'KAAS_MaintainLoadHandlerChargeGroup',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainLoadHandlerChargeGroup] GO CREATE PROCEDURE [dbo].[KAAS_MaintainLoadHandlerChargeGroup] (@Retired VARCHAR(4), @Code VARCHAR(10) = '') AS /******************************************************************************************************* * This SP used to Fetch details FROM HandlerChargeGroups table. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainLoadHandlerChargeGroup] * * Copied from : [dbo].[ky_NETMaintainLoadMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT id AS [Id], RTRIM(Code) AS [Code], RTRIM(Name) AS [Name], ISNULL(DefaultRate,0) AS DefaultRate FROM HandlerChargeGroups END GO IF OBJECT_ID(N'KAAS_MaintainLoadHandlers',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainLoadHandlers] GO CREATE PROCEDURE [dbo].[KAAS_MaintainLoadHandlers] ( @Retired VARCHAR(4), @Code VARCHAR(10) = '') AS /******************************************************************************************************* * This SP used to Fetch details FROM Handlers table. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainLoadHandlers] * * Copied from : [dbo].[ky_NETMaintainLoadMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT RTRIM(TEAMCODE) AS TEAMCODE, RTRIM(Code) AS Code, RTRIM(Name) AS Name, RTRIM(Team) AS Team, RTRIM(Rate) AS Rate, REPLACE(ISNULL(Retired,'N'),' ','N') AS Retired, RTRIM(EMAIL) AS Email, RTRIM(CONVERT(VARCHAR(MAX), [SIGNATURE])) AS [Signature] FROM Handlers WHERE REPLACE(ISNULL(Retired,'N'),' ','N') in ('N',@Retired) OR CODE = @Code --OR --REPLACE(Retired,' ','N')='N' ORDER BY CODE END GO IF OBJECT_ID(N'KAAS_MaintainLoadIDCode',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainLoadIDCode] GO CREATE PROCEDURE [dbo].[KAAS_MaintainLoadIDCode] (@Retired VARCHAR(4), @Code VARCHAR(10) = '') AS /******************************************************************************************************* * This SP used to Fetch details FROM IDCodes table. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainLoadIDCode] * * Copied from : [dbo].[ky_NETMaintainLoadMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT [Id], RTRIM(ISNULL(IdCode, 0)) AS Code, RTRIM(ISNULL([Description] , '')) AS [Description], Category FROM IDCodes ORDER BY [Id] END GO IF OBJECT_ID(N'KAAS_MaintainLoadInterest',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainLoadInterest] GO CREATE PROCEDURE [dbo].[KAAS_MaintainLoadInterest] (@Retired VARCHAR(4), @Code VARCHAR(10) = '') AS /******************************************************************************************************* * This SP used to Fetch details FROM MiscCodes table. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainLoadInterest] * * Copied from : [dbo].[ky_NETMaintainLoadMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT CDECODE 'Code', CDEDESC 'Description', REPLACE(ISNULL(Retired,'N'),' ','N') AS Retired FROM MiscCodes WHERE CDETYPE = 'IRT' AND (REPLACE(ISNULL(Retired,'N'),' ','N') in ('N',@Retired) OR CDECODE = @code) ORDER BY CDECODE END GO IF OBJECT_ID(N'KAAS_MaintainLoadIntroBy',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainLoadIntroBy] GO CREATE PROCEDURE [dbo].[KAAS_MaintainLoadIntroBy] (@Retired VARCHAR(4), @Code VARCHAR(10) = '') AS /******************************************************************************************************* * This SP used to Fetch details FROM IntroductionBy table. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainLoadIntroBy] * * Copied from : [dbo].[ky_NETMaintainLoadMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT RTRIM(ISNULL(PK_intro, 0)) AS Code, RTRIM(ISNULL([DESCRIPTION] , '')) AS [Description] FROM IntroductionBy ORDER BY [Description] END GO IF OBJECT_ID(N'KAAS_MaintainLoadItemType',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainLoadItemType] GO CREATE PROCEDURE [dbo].[KAAS_MaintainLoadItemType] (@Retired VARCHAR(4), @Code VARCHAR(10) = '') AS /******************************************************************************************************* * This SP used to Fetch details FROM ItemTypes table. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainLoadItemType] * * Copied from : [dbo].[ky_NETMaintainLoadMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT ITP.[TypeCode], RTRIM(ISNULL(ITP.[TYPEDESCRIPTION], '')) AS [TypeDescription], ITP.[DeedType], ITP.[WillType] FROM [dbo].[ItemTypes] ITP ORDER BY ITP.[TypeCode] END GO IF OBJECT_ID(N'KAAS_MaintainLoadKPIParameters',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainLoadKPIParameters] GO CREATE PROCEDURE [dbo].[KAAS_MaintainLoadKPIParameters] (@Retired VARCHAR(4), @Code VARCHAR(10) = '') AS /******************************************************************************************************* * This SP used to Fetch details FROM KPIParameters table. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainLoadKPIParameters] * * Copied from : [dbo].[ky_NETMaintainLoadMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT Id, StartOfYear, FromDate, ToDate, Period, [Year] FROM KPIParameters END GO IF OBJECT_ID(N'KAAS_MaintainLoadKYCType',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainLoadKYCType] GO CREATE PROCEDURE [dbo].[KAAS_MaintainLoadKYCType] (@Retired VARCHAR(4), @Code VARCHAR(10) = '') AS /******************************************************************************************************* * This SP used to Fetch details FROM KYCType table. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainLoadKYCType] * * Copied from : [dbo].[ky_NETMaintainLoadMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT RTRIM(ISNULL(PK_Type, 0)) AS Code, RTRIM(ISNULL([DESCRIPTION] , '')) AS [Description], Editable AS Editable FROM KYCType ORDER BY [Description] END GO IF OBJECT_ID(N'KAAS_MaintainLoadLocation',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainLoadLocation] GO CREATE PROCEDURE [dbo].[KAAS_MaintainLoadLocation] (@Retired VARCHAR(4), @Code VARCHAR(10) = '') AS /******************************************************************************************************* * This SP used to Fetch details FROM ItemLocations table. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainLoadLocation] * * Copied from : [dbo].[ky_NETMaintainLoadMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT RTRIM([CODE]) AS [Code], RTRIM([DESCRIPTION]) AS [Description], CASE RTRIM([FULLYN]) WHEN 'Y' THEN 'True' ELSE 'False' END AS [Full], REPLACE(ISNULL(Retired,'N'),' ','N') AS Retired FROM ItemLocations WHERE REPLACE(ISNULL(Retired,'N'),' ','N') IN ('N',@Retired) OR CODE = @Code ORDER BY [CODE] END GO IF OBJECT_ID(N'KAAS_MaintainLoadMarital',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainLoadMarital] GO CREATE PROCEDURE [dbo].[KAAS_MaintainLoadMarital] (@Retired VARCHAR(4), @Code VARCHAR(10) = '') AS /******************************************************************************************************* * This SP used to Fetch details FROM MiscCodes table. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainLoadMarital] * * Copied from : [dbo].[ky_NETMaintainLoadMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT CDECODE 'Code', CDEDESC 'Description', REPLACE(ISNULL(Retired,'N'),' ','N') AS Retired FROM MiscCodes WHERE CDETYPE = 'MRS' AND (REPLACE(ISNULL(Retired,'N'),' ','N') in ('N',@Retired) OR CDECODE = @code) ORDER BY CDECODE END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_MaintainLoadMaster' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_MaintainLoadMaster] END GO CREATE PROCEDURE [dbo].[KAAS_MaintainLoadMaster] (@MasterName VARCHAR(50), @Retired VARCHAR(4), @Code VARCHAR(10) = '') AS /******************************************************************************************************* *This procedure is used to Fetch details FROM the below listed Masters table. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainLoadMaster] * * Copied from : [dbo].[ky_NETMaintainLoadMaster] * * * * Modification History : * * 2019-06-24 Vinodhan K Created * *******************************************************************************************************/ BEGIN IF (@MasterName='Departments') BEGIN SELECT DEPT.[CODE] AS [CODE], DEPT.[DESC] AS [Description], CASE WHEN RTRIM(ISNULL(DEPT.[Retired], 'N')) = 'Y' THEN 'Y' ELSE 'N' END AS [Retired] FROM [dbo].[Departments] DEPT WHERE ISNULL(@Retired, 'N') = 'Y' OR ISNULL(DEPT.[Retired], 'N') <> 'Y' OR DEPT.[CODE] = @code ORDER BY DEPT.[CODE] END ELSE IF (@MasterName='Worktypes') BEGIN SELECT WKT.[CODE] AS [CODE], WKT.[DESC] AS [Description], CASE WHEN RTRIM(ISNULL(WKT.[Retired], 'N')) = 'Y' THEN 'Y' ELSE 'N' END AS [Retired], CASE WHEN RTRIM(ISNULL(WKT.[ChildCare], 'N')) = 'Y' THEN 'Y' ELSE 'N' END AS [ChildCare] FROM [dbo].[WorkTypes] WKT WHERE ISNULL(@Retired, 'N') = 'Y' OR ISNULL(WKT.[Retired], 'N') <> 'Y' OR WKT.[CODE] = @code ORDER BY WKT.[CODE] END ELSE IF (@MasterName='FeeEarners') BEGIN SELECT FEC.[Code] AS [Code], FEC.[Name] AS [Name], CASE WHEN RTRIM(ISNULL(FEC.[Retired], 'N')) = 'Y' THEN 'Y' ELSE 'N' END AS [Retired] FROM [dbo].[FeeEarnerCodes] FEC WHERE ISNULL(@Retired, 'N') = 'Y' OR ISNULL(FEC.[Retired], 'N') <> 'Y' OR FEC.[Code] = @code ORDER BY FEC.[CODE] END ELSE IF (@MasterName='FileColour') BEGIN SELECT RTRIM(ISNULL(FCL.[ColourCode], '')) AS [File Colour], RTRIM(ISNULL(FCL.[COLOURDESC], '')) AS [Colour Description], ISNULL(FCL.[RGBColour], -1) AS [RGB Value], RTRIM(ISNULL(FCL.[BackgroundColour], 'Transparent')) AS [BackgroundColour], RTRIM(ISNULL(FCL.[ForegroundColour], 'Black')) AS [ForegroundColour], FCL.Retired AS [Retired] FROM [dbo].[FileColours] FCL WHERE ISNULL(@Retired, 'N') = 'Y' OR ISNULL(FCL.[Retired], 'N') <> 'Y' OR FCL.[COLOURCODE] = @code ORDER BY RTRIM(ISNULL(FCL.[COLOURDESC], '')) END ELSE IF (@MasterName='Maritals') BEGIN SELECT CDECODE 'Code', CDEDESC 'Description', REPLACE(ISNULL(Retired,'N'),' ','N') AS Retired FROM MiscCodes WHERE CDETYPE = 'MRS' AND (REPLACE(ISNULL(Retired,'N'),' ','N') in ('N',@Retired) OR CDECODE = @code) ORDER BY CDECODE END ELSE IF (@MasterName='National') BEGIN SELECT NATION 'Code', [DESC] 'Description' FROM NationCodes ORDER BY NATION END ELSE IF (@MasterName='TaxType') BEGIN SELECT TaxType 'Tax Type', TaxDesc 'Tax Description' FROM TaxType ORDER BY TaxType END ELSE IF (@MasterName='Standard Narratives') BEGIN SELECT Code, Narrative, REPLACE(ISNULL(Retired,'N'),' ','N') AS Retired FROM DesktopNarr WHERE REPLACE(ISNULL(Retired,'N'),' ','N') IN ('N',@Retired) OR [Code] = @code ORDER BY CODE END ELSE IF (@MasterName='Admin Codes') BEGIN SELECT NCCODE 'Code', [DESCRIPTION] 'Description', REPLACE(ISNULL(Retired,'N'),' ','N') AS Retired FROM TimeAdminCodes WHERE REPLACE(ISNULL(Retired,'N'),' ','N') IN ('N',@Retired) OR [NCCODE] = @code ORDER BY NCCODE END ELSE IF (@MasterName='Billing') BEGIN SELECT Number AS 'BillNumber', BILLDESCRIPTIONS 'Description', SEARCHFIELD 'Search', REPLACE(ISNULL(Retired,'N'),' ','N') AS Retired FROM BillDescriptions WHERE REPLACE(ISNULL(Retired,'N'),' ','N') IN ('N',@Retired) OR NUMBER = CONVERT(INT, ISNULL(@Code,0)) END ELSE IF (@MasterName='Undertaking') BEGIN SELECT RTRIM(RecordID) AS RecordId, RTRIM(StatusDesc) AS 'Status', REPLACE(ISNULL(Retired,'N'),' ','N') AS Retired FROM UndertakingStatus WHERE REPLACE(ISNULL(Retired,'N'),' ','N') IN ('N', @Retired) OR RecordID = CONVERT(INT, ISNULL(@Code,0)) END ELSE IF (@MasterName='Tasks') BEGIN SELECT Code, [DESC] 'Description', [Default], CASE WHEN Retired = 1 THEN 'Y' ELSE 'N' END AS Retired FROM TasksCodes WHERE REPLACE(ISNULL(Retired,'0'),' ','0') = 0 OR REPLACE(ISNULL(Retired,'0'),' ','0') = @Retired OR CODE = @Code ORDER BY CODE END ELSE IF (@MasterName='Category Type') BEGIN SELECT RTRIM(CategoryType) AS CategoryType, [Description] FROM CategoryType ORDER BY CategoryType END ELSE IF (@MasterName='Contact Category') BEGIN SELECT B.CATEGORYTYPE 'Type', B.[Description] 'Category Description', A.Code, A.DESC$ 'Description' FROM Category A LEFT OUTER JOIN Categorytype B ON A.CATTYPE= B.CATEGORYTYPE ORDER BY A.CODE END ELSE IF (@MasterName='Branch Code') BEGIN SELECT BRANCHCODE 'Branch Code', [Description] FROM Branch ORDER BY BRANCHCODE END ELSE IF (@MasterName='Handlers') BEGIN SELECT RTRIM(TEAMCODE) AS TEAMCODE, RTRIM(Code) AS Code, RTRIM(Name) AS Name, RTRIM(Team) AS Team, RTRIM(Rate) AS Rate, REPLACE(ISNULL(Retired,'N'),' ','N') AS Retired, RTRIM(EMAIL) AS Email, RTRIM(CONVERT(VARCHAR(MAX), [SIGNATURE])) AS [Signature] FROM Handlers WHERE REPLACE(ISNULL(Retired,'N'),' ','N') in ('N',@Retired) OR CODE = @Code --OR --REPLACE(Retired,' ','N')='N' ORDER BY CODE END ELSE IF (@MasterName='Tax Head') BEGIN SELECT TAXHEAD 'Tax Head', [Description] FROM TaxHead ORDER BY TAXHEAD END ELSE IF (@MasterName='Salutation') BEGIN SELECT RTRIM(Code) AS Code, RTRIM(ISNULL([Description],'')) AS [Description] FROM SalutationCodes ORDER BY Code END ELSE IF (@MasterName='Charge Type') BEGIN SELECT TaxHead, ChargeType, [Description] FROM ChargeType WHERE RTRIM(TAXHEAD)=@Retired ORDER BY ChargeType END ELSE IF(@MasterName = 'Item Types') BEGIN SELECT ITP.[TYPECODE], RTRIM(ISNULL(ITP.[TYPEDESCRIPTION], '')) AS [TYPEDESCRIPTION], ITP.[DeedType], ITP.[WillType] FROM [dbo].[ItemTypes] ITP ORDER BY ITP.[TYPECODE] END ELSE IF (@MasterName='Location') BEGIN SELECT RTRIM([CODE]) AS [Code], RTRIM([DESCRIPTION]) AS [Description], CASE RTRIM([FULLYN]) WHEN 'Y' THEN 'True' ELSE 'False' END AS [Full], REPLACE(ISNULL(Retired,'N'),' ','N') AS Retired FROM ItemLocations WHERE REPLACE(ISNULL(Retired,'N'),' ','N') IN ('N',@Retired) OR CODE = @Code ORDER BY [CODE] END ELSE IF (@MasterName='GroupModule') BEGIN SELECT GroupID, RTRIM(GroupName) AS GroupName, RTRIM(ISNULL([Description],'')) AS [Description] FROM ModuleGroup WHERE GroupName <>'All Handler' ORDER BY GroupName END ELSE IF (@MasterName='Contacts') BEGIN SELECT RTRIM([CDETYPE]) AS [Type], RTRIM([CDECODE]) AS [Code] , RTRIM([CDEDESC]) AS [Description], RTRIM(CDETEAM) AS [Team] FROM MiscCodes WHERE CDETYPE = @Retired END ELSE IF (@MasterName='ClientGroup') BEGIN SELECT RTRIM(GroupCode) AS [Code], RTRIM(GroupName) AS [Name] FROM ClientGroup ORDER BY GroupCode END ELSE IF (@mastername='HandlerChargeGroup') BEGIN SELECT id AS [id], RTRIM(Code) AS [Code], RTRIM(Name) AS [Name], ISNULL(DefaultRate,0) AS DefaultRate FROM HandlerChargeGroups END ELSE IF (@mastername='StatusCodes') BEGIN SELECT RTRIM(Code) AS [Code], RTRIM([Description]) AS [Description], REPLACE(ISNULL(Retired,'N'),' ','N') AS Retired FROM StatusCodes WHERE RTRIM(CODE) != '' AND REPLACE(ISNULL(Retired,'N'),' ','N') IN ('N',@Retired) OR CODE = @Code END ELSE IF (@MasterName = 'UDFCategory') BEGIN SELECT RTRIM(ISNULL(A.id , '')) AS [ID], RTRIM(ISNULL(A.UDFCategory , '')) AS [UDFCategory] FROM UDFCategory A ORDER BY A.id END ELSE IF (@MasterName = 'SDLTForm') BEGIN SELECT A.FormID AS [FormID], RTRIM(ISNULL(A.FormName , '')) AS [FormName], RTRIM(ISNULL(A.[Description] , '')) AS [Description] FROM SDLTForm A ORDER BY A.FormID END ELSE IF (@MasterName = 'SDLTFormParameter') BEGIN SELECT A.FormID AS [FormID], RTRIM(ISNULL(A.FieldName , '')) AS [FieldName], RTRIM(ISNULL(A.[Value] , '')) AS [Value], A.isText As [Text] FROM SDLTFormParameters A WHERE A.FormID = @Retired ORDER BY A.FormID END ELSE IF (@MasterName = 'Undertaking Category') BEGIN SELECT RTRIM(ISNULL(U.CODE , '')) AS CODE, RTRIM(ISNULL(U.[DESCRIPTION] , '')) AS [DESCRIPTION] FROM UndertakingsCategory U ORDER BY CODE END ELSE IF (@MasterName = 'KYCType') BEGIN SELECT RTRIM(ISNULL(PK_Type, 0)) AS Code, RTRIM(ISNULL([DESCRIPTION] , '')) AS [Description], Editable as Editable FROM KYCType ORDER BY [Description] END ELSE IF (@MasterName = 'IntroBy') BEGIN SELECT RTRIM(ISNULL(PK_intro, 0)) AS Code, RTRIM(ISNULL([DESCRIPTION] , '')) AS [Description] FROM IntroductionBy ORDER BY [Description] END ELSE IF (@MasterName = 'ClientType') BEGIN SELECT RTRIM(ISNULL(PK_ClientType, 0)) AS Code, RTRIM(ISNULL([DESCRIPTION] , '')) AS [Description], Editable as Editable FROM ClientType ORDER BY [Description] END ELSE IF (@MasterName = 'ID Code') BEGIN SELECT [Id], RTRIM(ISNULL(IdCode, 0)) AS Code, RTRIM(ISNULL([Description] , '')) AS [Description], Category FROM IDCodes ORDER BY [Id] END ELSE IF (@MasterName = 'Outlay Code') BEGIN IF [dbo].[ISSAM4]() = 0 BEGIN EXEC (' SELECT RTRIM(ISNULL(OLC.[Code], '''')) AS [Code], RTRIM(ISNULL(OLC.[Description], '''')) AS [Description] FROM [dbo].[OutlayCode] OLC ORDER BY OLC.[Code]') END ELSE BEGIN EXEC (' SELECT RTRIM(ISNULL(OLC.[OutlayCode], '''')) AS [Code], RTRIM(ISNULL(OLC.[Description], '''')) AS [Description] FROM [dbo].[OutlayCode] OLC ORDER BY OLC.[OutlayCode]') END END ELSE IF (@MasterName = 'KPI Parameters') BEGIN SELECT Id, StartOfYear, FromDate, ToDate, Period, [Year] FROM KPIParameters END ELSE IF (@MasterName = 'Case Plan') BEGIN SELECT RTRIM([WKCODE]) AS [Code], RTRIM(ISNULL([WKDESC],'')) AS [Desc] FROM TEMPLATES WHERE ISNULL([Retired],'N') = 'N' OR [WKCODE] = @Code END ELSE IF (@MasterName='Interest') BEGIN SELECT CDECODE 'Code', CDEDESC 'Description', REPLACE(ISNULL(Retired,'N'),' ','N') AS Retired FROM MiscCodes WHERE CDETYPE = 'IRT' AND (REPLACE(ISNULL(Retired,'N'),' ','N') in ('N',@Retired) OR CDECODE = @code) ORDER BY CDECODE END ELSE IF (@MasterName='CourtFees') BEGIN SELECT CODE 'Code', DESCRIPTION 'Description', ISNULL(CHARGECLIENT,0) AS ChargeClient, [VALUE] 'Value', [CLIENTVALUE] 'ClientValue' FROM CourtFees ORDER BY CODE END END GO IF OBJECT_ID(N'KAAS_MaintainLoadNational',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainLoadNational] GO CREATE PROCEDURE [dbo].[KAAS_MaintainLoadNational] (@Retired VARCHAR(4), @Code VARCHAR(10) = '') AS /******************************************************************************************************* * This SP used to Fetch details FROM NationCodes table. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainLoadNational] * * Copied from : [dbo].[ky_NETMaintainLoadMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT NATION 'Code', [DESC] 'Description' FROM NationCodes ORDER BY NATION END GO IF OBJECT_ID(N'KAAS_MaintainLoadOutlayCode',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainLoadOutlayCode] GO CREATE PROCEDURE [dbo].[KAAS_MaintainLoadOutlayCode] (@Retired VARCHAR(4), @Code VARCHAR(10) = '') AS /******************************************************************************************************* * This SP used to Fetch details FROM OutlayCode table. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainLoadOutlayCode] * * Copied from : [dbo].[ky_NETMaintainLoadMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN IF [dbo].[ISSAM4]() = 0 BEGIN EXEC (' SELECT RTRIM(ISNULL(OLC.[Code], '''')) AS [Code], RTRIM(ISNULL(OLC.[Description], '''')) AS [Description] FROM [dbo].[OutlayCode] OLC ORDER BY OLC.[Code]') END ELSE BEGIN EXEC (' SELECT RTRIM(ISNULL(OLC.[OutlayCode], '''')) AS [Code], RTRIM(ISNULL(OLC.[Description], '''')) AS [Description] FROM [dbo].[OutlayCode] OLC ORDER BY OLC.[OutlayCode]') END END GO IF OBJECT_ID(N'KAAS_MaintainLoadSalutation',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainLoadSalutation] GO CREATE PROCEDURE [dbo].[KAAS_MaintainLoadSalutation] (@Retired VARCHAR(4), @Code VARCHAR(10) = '') AS /******************************************************************************************************* * This SP used to Fetch details FROM SalutationCodes table. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainLoadSalutation] * * Copied from : [dbo].[ky_NETMaintainLoadMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT RTRIM(Code) AS Code, RTRIM(ISNULL([Description],'')) AS [Description] FROM SalutationCodes ORDER BY Code END GO IF OBJECT_ID(N'KAAS_MaintainLoadSDLTForm',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainLoadSDLTForm] GO CREATE PROCEDURE [dbo].[KAAS_MaintainLoadSDLTForm] (@Retired VARCHAR(4), @Code VARCHAR(10) = '') AS /******************************************************************************************************* * This SP used to Fetch details FROM SDLTForm table. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainLoadSDLTForm] * * Copied from : [dbo].[ky_NETMaintainLoadMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT A.FormID AS [FormId], RTRIM(ISNULL(A.FormName , '')) AS [FormName], RTRIM(ISNULL(A.[Description] , '')) AS [Description] FROM SDLTForm A ORDER BY A.FormID END GO IF OBJECT_ID(N'KAAS_MaintainLoadSDLTFormParameter',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainLoadSDLTFormParameter] GO CREATE PROCEDURE [dbo].[KAAS_MaintainLoadSDLTFormParameter] (@Retired VARCHAR(4), @Code VARCHAR(10) = '') AS /******************************************************************************************************* * This SP used to Fetch details FROM SDLTFormParameters table. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainLoadSDLTFormParameter] * * Copied from : [dbo].[ky_NETMaintainLoadMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT A.FormID AS [FormID], RTRIM(ISNULL(A.FieldName , '')) AS [FieldName], RTRIM(ISNULL(A.[Value] , '')) AS [Value], A.isText As [Text] FROM SDLTFormParameters A WHERE A.FormID = @Retired ORDER BY A.FormID END GO IF OBJECT_ID(N'KAAS_MaintainLoadStandardNarrative',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainLoadStandardNarrative] GO CREATE PROCEDURE [dbo].[KAAS_MaintainLoadStandardNarrative] (@Retired VARCHAR(4), @Code VARCHAR(10) = '') AS /******************************************************************************************************* * This SP used to Fetch details FROM DesktopNarr table. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainLoadStandardNarrative] * * Copied from : [dbo].[ky_NETMaintainLoadMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT Code, Narrative, REPLACE(ISNULL(Retired,'N'),' ','N') AS Retired FROM DesktopNarr WHERE REPLACE(ISNULL(Retired,'N'),' ','N') IN ('N',@Retired) OR [Code] = @code ORDER BY CODE END GO IF OBJECT_ID(N'KAAS_MaintainLoadStatusCode',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainLoadStatusCode] GO CREATE PROCEDURE [dbo].[KAAS_MaintainLoadStatusCode] (@Retired VARCHAR(4), @Code VARCHAR(10) = '') AS /******************************************************************************************************* * This SP used to Fetch details FROM StatusCodes table. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainLoadStatusCode] * * Copied from : [dbo].[ky_NETMaintainLoadMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT RTRIM(Code) AS [Code], RTRIM([Description]) AS [Description], REPLACE(ISNULL(Retired,'N'),' ','N') AS Retired FROM StatusCodes WHERE RTRIM(CODE) != '' AND REPLACE(ISNULL(Retired,'N'),' ','N') IN ('N',@Retired) OR CODE = @Code END GO IF OBJECT_ID(N'KAAS_MaintainLoadTask',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainLoadTask] GO CREATE PROCEDURE [dbo].[KAAS_MaintainLoadTask] (@Retired VARCHAR(4), @Code VARCHAR(10) = '') AS /******************************************************************************************************* * This SP used to Fetch details FROM TasksCodes table. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainLoadTask] * * Copied from : [dbo].[ky_NETMaintainLoadMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT Code, [DESC] 'Description', [Default], CASE WHEN Retired = 1 THEN 'Y' ELSE 'N' END AS Retired FROM TasksCodes WHERE REPLACE(ISNULL(Retired,'0'),' ','0') = 0 OR REPLACE(ISNULL(Retired,'0'),' ','0') = @Retired OR CODE = @Code ORDER BY CODE END GO IF OBJECT_ID(N'KAAS_MaintainLoadTaxHead',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainLoadTaxHead] GO CREATE PROCEDURE [dbo].[KAAS_MaintainLoadTaxHead] (@Retired VARCHAR(4), @Code VARCHAR(10) = '') AS /******************************************************************************************************* * This SP used to Fetch details FROM TaxHead table. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainLoadTaxHead] * * Copied from : [dbo].[ky_NETMaintainLoadMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT TAXHEAD 'TaxHead', [Description] FROM TaxHead ORDER BY TAXHEAD END GO IF OBJECT_ID(N'KAAS_MaintainLoadTaxType',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainLoadTaxType] GO CREATE PROCEDURE [dbo].[KAAS_MaintainLoadTaxType] (@Retired VARCHAR(4), @Code VARCHAR(10) = '') AS /******************************************************************************************************* * This SP used to Fetch details FROM TaxType table. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainLoadTaxType] * * Copied from : [dbo].[ky_NETMaintainLoadMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT TaxType 'TaxType', TaxDesc 'TaxDescription' FROM TaxType ORDER BY TaxType END GO IF OBJECT_ID(N'KAAS_MaintainLoadUDFCategory',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainLoadUDFCategory] GO CREATE PROCEDURE [dbo].[KAAS_MaintainLoadUDFCategory] (@Retired VARCHAR(4), @Code VARCHAR(10) = '') AS /******************************************************************************************************* * This SP used to Fetch details FROM UDFCategory table. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainLoadUDFCategory] * * Copied from : [dbo].[ky_NETMaintainLoadMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT RTRIM(ISNULL(A.id , '')) AS [Id], RTRIM(ISNULL(A.UDFCategory , '')) AS [UDFCategory] FROM UDFCategory A ORDER BY A.id END GO IF OBJECT_ID(N'KAAS_MaintainLoadUndertaking',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainLoadUndertaking] GO CREATE PROCEDURE [dbo].[KAAS_MaintainLoadUndertaking] (@Retired VARCHAR(4), @Code VARCHAR(10) = '') AS /******************************************************************************************************* * This SP used to Fetch details FROM UndertakingStatus table. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainLoadUndertaking] * * Copied from : [dbo].[ky_NETMaintainLoadMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT RTRIM(RecordID) AS RecordId, RTRIM(StatusDesc) AS 'Status', REPLACE(ISNULL(Retired,'N'),' ','N') AS Retired FROM UndertakingStatus WHERE REPLACE(ISNULL(Retired,'N'),' ','N') IN ('N', @Retired) OR RecordID = CONVERT(INT, ISNULL(@Code,0)) END GO IF OBJECT_ID(N'KAAS_MaintainLoadUndertakingCategory',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainLoadUndertakingCategory] GO CREATE PROCEDURE [dbo].[KAAS_MaintainLoadUndertakingCategory] (@Retired VARCHAR(4), @Code VARCHAR(10) = '') AS /******************************************************************************************************* * This SP used to Fetch details FROM UndertakingsCategory table. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainLoadUndertakingCategory] * * Copied from : [dbo].[ky_NETMaintainLoadMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT RTRIM(ISNULL(U.CODE , '')) AS [Code], RTRIM(ISNULL(U.[DESCRIPTION] , '')) AS [Description] FROM UndertakingsCategory U ORDER BY CODE END GO IF OBJECT_ID(N'KAAS_MaintainLoadWorkType',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainLoadWorkType] GO CREATE PROCEDURE [dbo].[KAAS_MaintainLoadWorkType] (@Retired VARCHAR(4), @Code VARCHAR(10) = '') AS /******************************************************************************************************* * This SP used to Fetch details FROM WorkTypes table. * * * * Stored Procedure Name : [dbo].[KAAS_MaintainLoadWorkType] * * Copied from : [dbo].[ky_NETMaintainLoadMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SELECT WKT.[CODE] AS [Code], WKT.[DESC] AS [Description], CASE WHEN RTRIM(ISNULL(WKT.[Retired], 'N')) = 'Y' THEN 'Y' ELSE 'N' END AS [Retired], CASE WHEN RTRIM(ISNULL(WKT.[ChildCare], 'N')) = 'Y' THEN 'Y' ELSE 'N' END AS [ChildCare] FROM [dbo].[WorkTypes] WKT WHERE ISNULL(@Retired, 'N') = 'Y' OR ISNULL(WKT.[Retired], 'N') <> 'Y' OR WKT.[CODE] = @code ORDER BY WKT.[CODE] END GO IF OBJECT_ID(N'KAAS_MaintainMiscCode',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MaintainMiscCode] GO CREATE PROCEDURE [dbo].[KAAS_MaintainMiscCode] ( @CodeType VARCHAR(20), @Code VARCHAR(100), @Description VARCHAR(MAX), @Retired VARCHAR(2), @ActionType VARCHAR(20)) AS /******************************************************************************************************* * This procedure is used to insert/update/check weather misc code is already exist or not * * if @ActionType is Insert then it will check for its existence, if the ActionType is Update * * then, it will update * * * * Stored Procedure Name : [dbo].[KAAS_MaintainMiscCode] * * Copied from : [dbo].[ky_NETMaintainCheckMaster] * * [dbo].[Ky_NETMaintainInsertMaster] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * * 2019-07-19 Arun make this procedure as generic to insert Misc codes * *******************************************************************************************************/ BEGIN IF (@ActionType = 'Insert') BEGIN IF EXISTS (SELECT TOP 1 1 FROM dbo.MiscCodes WHERE CDETYPE = @CodeType AND RTRIM(CDECODE)=@code) BEGIN SELECT 'Marital Status code already exist. Please enter a new Marital Status code.' END ELSE BEGIN INSERT INTO dbo.MiscCodes ( CDETYPE, CDECODE, CDEDESC, Retired ) VALUES ( @CodeType, @code, @description, @retired ) END END ELSE BEGIN UPDATE dbo.MiscCodes SET CDECODE = @code, CDEDESC = @description, Retired = @retired WHERE RTRIM(CDECODE)=@code AND CDETYPE=@CodeType END END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_MarkTimeEntryStatus' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_MarkTimeEntryStatus] END GO CREATE PROCEDURE [dbo].[KAAS_MarkTimeEntryStatus] (@RecordID INT, @Status BIT, @InvoiceNo INT, @Handler VARCHAR(10), @User NVARCHAR(128)) AS /******************************************************************************************************* * Mark the time entry as billed in Time Ledger. * * * * Stored Procedure Name : [dbo].[KAAS_MarkTimeEntryStatus] ` * * Copied from : [dbo].[ky_NETMarkTimeEntryStatus] * * * * Modification History: * * 2015-11-12 Pino Carafa Imported into Framework Release 2 * * KEYD - 2894 - Log user data and timestamp * * 2016-01-04 John Ginnane KEYD-3097 - Added @Status variable to @NCOMMAND dynamic SQL * * No longer setting [BilledAmount] for SAM4 systems * * 2019-07-25 Vinodhan K Procedure name changed as KAAS_MarkTimeEntryStatus * *******************************************************************************************************/ BEGIN SET @Handler = RTRIM(ISNULL(@Handler, '')) SET @User = RTRIM(ISNULL(@User, N'')) DECLARE @NCOMMAND NVARCHAR(MAX) DECLARE @ISSAM4 BIT SET @ISSAM4 = [dbo].[ISSAM4]() 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], CASE WHEN ISNULL(@Status, 0) = 0 THEN ''U'' ELSE ''B'' END' 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), @Status BIT', @RecordID, @Handler, @User, @Status DECLARE @MatterCode VARCHAR(20) IF ISNULL(@Status, 0) = 0 --Unbilled BEGIN UPDATE [TIE] SET [TIE].[INVOICENO] = 0, [TIE].[BilledAmount] = 0, @MatterCode = [TIE].[Matter] FROM [dbo].[TimeEntry] [TIE] WHERE [TIE].[RecordID] = @RecordID END ELSE -- Billed BEGIN UPDATE [TIE] SET [TIE].[INVOICENO] = ISNULL(@InvoiceNo, 0), [TIE].[BilledAmount] = (CASE WHEN @ISSAM4 = 1 THEN [BilledAmount] ELSE ISNULL([TIE].[Charge], 0) END), @MatterCode = [TIE].[Matter] FROM [dbo].[TimeEntry] [TIE] WHERE [TIE].[RecordID] = @RecordID END EXEC [dbo].[KAAS_UpdateMatterTimeBalance] @MatterCode END GO IF OBJECT_ID(N'[KAAS_MATFetchOldChargeRates]',N'P')IS NOT NULL DROP PROCEDURE [KAAS_MATFetchOldChargeRates] GO CREATE PROCEDURE [KAAS_MATFetchOldChargeRates] ( @MatterCode VARCHAR(20), @FeCode VARCHAR(20), @OldRates VARCHAR(20) OUTPUT ) AS /******************************************************************************************************* * This procedrue is used to FETCH Matter charge rate old rates. * * * * Stored Procedure Name : [dbo].[KAAS_MATFetchOldChargeRates] * * Copied from : [dbo].[ky_NETMATFetchOldChargeRates] * * * * Modification History : * * 2019-04-16 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON SET @OldRates = (SELECT ISNULL(LastRate,'0.0') FROM MatterChargeOutRates WHERE MatterCode=@MatterCode AND FeCode = @FeCode) SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = 'KAAS_MatterClosable' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_MatterClosable] END GO CREATE PROCEDURE [dbo].[KAAS_MatterClosable] (@MATTER VARCHAR(20)) AS /******************************************************************************************************* * Get the parameters to establish whether a matter can be closed at this point. * * Please note that Bal, Rec, Diary and Undertakings should prevent a matter from closing, while * * Time and Charge should lead to a warning and the user can decide to close the matter anyway. * * * * Stored Procedure Name : [dbo].[KAAS_MatterClosable] * * Copied from : [dbo].[ky_NETPMatterClosable] * * * * Modification History : * * 2019-04-24 Vinodhan K Created * *******************************************************************************************************/ BEGIN DECLARE @AlreadyClosed INT DECLARE @HasOutstandingRec INT DECLARE @HasOutstandingBal INT DECLARE @HasOutstandingTimeBal INT DECLARE @HasOutstandingChargeBal INT DECLARE @HasOutstandingDiary INT DECLARE @HasOutstandingUndertakings INT DECLARE @IsSAM4 bit SET @IsSAM4 = [dbo].[ISSAM4]() -- Please see also: KAAS_CaseSummaryPageLoad. If you change any of these calculations, -- ensure the ones in there are changed as well. -- KAAS_FetchTimeEntry. If you change any of these calculations, -- ensure the ones in there are changed as well. DECLARE @TimeBal INT DECLARE @ChargeBal DECIMAL(19, 2) DECLARE @TotalCharge Decimal(19, 2) DECLARE @TotalTime INT DECLARE @TimeEntryTotalCharge DECIMAL(19, 2) DECLARE @TimeEntryTotalTime INT SELECT @TimeEntryTotalCharge = ISNULL(SUM(ISNULL(TIE.[Charge], 0)), 0), @TimeEntryTotalTime = ISNULL(SUM(ISNULL(TIE.[TIME], 0)), 0), @TotalCharge = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N' THEN 0 ELSE ISNULL(TIE.[Charge], 0) END), 0), @ChargeBal = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N' THEN 0 WHEN @IsSAM4 = 1 AND ISNULL(TIE.[InvoiceNo], 0) <> 0 THEN 0 WHEN @IsSAM4 = 1 THEN ISNULL(TIE.[Charge], 0) ELSE ISNULL(TIE.[Charge], 0) - ISNULL(TIE.[BilledAmount], 0) END), 0), @TimeBal = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N' THEN 0 WHEN @IsSAM4 = 1 AND ISNULL(TIE.[InvoiceNo], 0) <> 0 THEN 0 WHEN @IsSAM4 = 0 THEN CASE WHEN TIE.[Charge] = 0 THEN 0 ELSE CONVERT(INT, FLOOR(CONVERT(DECIMAL(18, 2), TIE.[TIME]) * ( (TIE.[Charge] - TIE.[BilledAmount]) / TIE.[Charge]))) END ELSE ISNULL(TIE.[Time], 0) END), 0), @TotalTime = ISNULL(SUM(CASE WHEN ISNULL(TIE.[Rec_Irr], '') = 'N' THEN 0 ELSE ISNULL(TIE.[Time], 0) END), 0) FROM [dbo].[TimeEntry] TIE WHERE TIE.[Matter] = @MATTER AND ((TIE.[TimeOrCharge] = 'T') OR (TIE.[TimeOrCharge] = 'C')) --**Changed fetch condition JIRA 1081 - arun DECLARE @DebtBal DECIMAL(19, 2) DECLARE @OutlayBal DECIMAL(19, 2) DECLARE @DebtBalDate DATETIME DECLARE @OutlayBalDate DATETIME DECLARE @ClientCurrent DECIMAL(19, 2) DECLARE @ClientDeposit DECIMAL(19, 2) DECLARE @NCOMMAND NVARCHAR(MAX) -- To ensure SAM3 will retrieve these from [dbo].[matters] SET @DebtBal = 0 SET @OutlayBal = 0 SET @ClientCurrent = 0 SET @ClientDeposit = 0 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] = @MATTER AND TRN.[Posted] = ''Y'' AND TRN.[RecType] <> ''V'' AND TRN.[CorrectionInd] = ''L''' EXECUTE sp_executesql @NCOMMAND, N'@MATTER 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', @MATTER = @MATTER, @DebtBal = @DebtBal OUTPUT, @DebtBalDate = @DebtBalDate OUTPUT, @OutlayBal = @OutlayBal OUTPUT, @OutlayBalDate = @OutlayBalDate OUTPUT, @ClientCurrent = @ClientCurrent OUTPUT, @ClientDeposit = @ClientDeposit OUTPUT END SELECT @AlreadyClosed = CASE WHEN MAT.[Closed] = 'Y' THEN 1 ELSE 0 END, @HasOutstandingBal = CASE WHEN @DebtBal <> 0 THEN 1 WHEN ISNULL(MAT.[DebtBal], 0) <> 0 THEN 1 WHEN @OutlayBal <> 0 THEN 1 WHEN ISNULL(MAT.[OutlayBal], 0) <> 0 THEN 1 WHEN ISNULL(MAT.[ClientBal], 0) <> 0 --No need to check @ClientCurBal + @ClientDepBal THEN 1 WHEN @ClientCurrent <> 0 THEN 1 WHEN ISNULL(MAT.[ClientCurBal], 0) <> 0 THEN 1 WHEN @ClientDeposit <> 0 THEN 1 WHEN ISNULL(MAT.[ClientDepBal], 0) <> 0 THEN 1 ELSE 0 END, @HasOutstandingTimeBal = CASE WHEN @TimeBal <> 0 THEN 1 ELSE 0 END, @HasOutstandingChargeBal = CASE WHEN @ChargeBal <> 0 THEN 1 ELSE 0 END FROM [dbo].[matters] MAT WHERE MAT.[Code] = @MATTER SET @AlreadyClosed = ISNULL(@AlreadyClosed, 0) SET @HasOutstandingBal = ISNULL(@HasOutstandingBal, 0) SET @HasOutstandingTimeBal = ISNULL(@HasOutstandingTimeBal, 0) SET @HasOutstandingChargeBal = ISNULL(@HasOutstandingChargeBal, 0) DECLARE @YEAR INT IF [dbo].[ISSAM4]() = 0 BEGIN SET @NCOMMAND = N'SELECT @YEAR = ISNULL(CTL.[YEAR], DATEPART(YEAR, GetDate())) FROM [dbo].[Control] CTL IF (@YEAR IS NULL) BEGIN SET @YEAR = DATEPART(YEAR, GetDate()) END' END ELSE BEGIN SET @NCOMMAND = N'SELECT @YEAR = ISNULL(CONVERT(INT, CTL.[NumValue]), DATEPART(YEAR, GetDate())) FROM [dbo].[CtrlNum] CTL WHERE CTL.[Code] = ''CurYear'' IF (@YEAR IS NULL) BEGIN SET @YEAR = DATEPART(YEAR, GetDate()) END' END EXEC sp_executesql @NCOMMAND, N'@YEAR INT OUTPUT', @YEAR OUTPUT IF [dbo].[ISSAM4]() = 0 BEGIN SET @NCOMMAND = N'SELECT @HasOutstandingRec = CASE COUNT(1) WHEN 0 THEN 0 ELSE 1 END FROM [dbo].[MatterLedger] MAL INNER JOIN [dbo].[BatchH] BH INNER JOIN [dbo].[BankRecHistory] BHS ON BHS.[BANKAC] = BH.[CODE] ON BH.[BATCHNO] = MAL.[BATCHNO] AND BH.[RECNO] <= 0 AND BH.[TYPE] IN (''P'', ''R'', ''T'') WHERE MAL.[MATTER] = @MATTER AND MAL.[YEAR] = @YEAR AND MAL.[REF] <> ''EUROADJ'' SET @HasOutstandingRec = ISNULL(@HasOutstandingRec, 0)' END ELSE BEGIN SET @NCOMMAND = N'SELECT @HasOutstandingRec = CASE COUNT(1) WHEN 0 THEN 0 ELSE 1 END FROM [dbo].[Transactions] TRN WHERE TRN.[MatterCode] = @MATTER AND TRN.[Posted] = ''Y'' AND TRN.[RecType] <> ''V'' AND ( TRN.[CorrectionInd] = ''L'' OR TRN.[CorrectionInd] = ''C'') AND TRN.[PostingYear] = @YEAR AND TRN.[Reconciliation] <= 0 SET @HasOutstandingRec = ISNULL(@HasOutstandingRec, 0)' END EXEC sp_executesql @NCOMMAND, N'@MATTER VARCHAR(20), @YEAR INT, @HasOutstandingRec INT OUTPUT', @MATTER, @YEAR, @HasOutstandingRec OUTPUT SELECT @HasOutstandingDiary = CASE WHEN COUNT(1) = 0 THEN 0 ELSE 1 END FROM [dbo].[diary] DIA WHERE DIA.[CASECODE] = @MATTER AND DIA.[STATUS] <> 1 SELECT @HasOutstandingUndertakings = CASE WHEN COUNT(1) = 0 THEN 0 ELSE 1 END FROM [dbo].[Undertakings] UND WHERE UND.[MATTER] = @MATTER AND UND.[DISCHARGEDATE] IS NULL SELECT @AlreadyClosed AS [AlreadyClosed], @HasOutstandingBal AS [HasOutstandingBal], @HasOutstandingTimeBal AS [HasOutstandingTimeBal], @HasOutstandingChargeBal AS [HasOutstandingChargeBal], @HasOutstandingRec AS [HasOutstandingRec], @HasOutstandingDiary AS [HasOutstandingDiary], @HasOutstandingUndertakings AS [HasOutstandingUndertakings] END GO IF OBJECT_ID(N'KAAS_MileStoneAction',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_MileStoneAction] GO CREATE PROCEDURE [dbo].[KAAS_MileStoneAction] ( @ACTIONID INT ) /******************************************************************************************************* * This procedure is used Update the diary highlighted value. * * * * Stored Procedure Name : [dbo].[KAAS_MileStoneAction] * * Copied from : [dbo].[ky_NETMileStoneAction] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ AS BEGIN SET NOCOUNT ON UPDATE diary SET HIGHLIGHTED = 'Y' WHERE ACTIONID = @ACTIONID SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_ModifyDiaryDetails' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_ModifyDiaryDetails] END GO CREATE PROCEDURE [dbo].[KAAS_ModifyDiaryDetails] (@CASECODE VARCHAR(20), @DATE DATETIME, @STATUS SMALLINT, @ACTIONCODE VARCHAR(15), @ACTIONSTATUS VARCHAR(3), @ACTIONTYPE VARCHAR(1), @PROCESSTYPE VARCHAR(1), @FNCODE VARCHAR(10), @TEAMCODE VARCHAR(10), @TEXT1 VARCHAR(MAX), @TEXT2 VARCHAR(MAX), @DELEGATEDFNR VARCHAR(10), @DELEGATEDDATE DATETIME, @DELEGATEDBACKDATE DATETIME, @DEFERRED VARCHAR(3), @DUEDATE DATETIME, @PUBLISH VARCHAR(1), @DYSTARTTIME DATETIME, @DYENDTIME DATETIME, @DURATION SMALLINT, @ACTIONID BIGINT, @ORGINALACTIONID BIGINT, @PRIORITY VARCHAR(1), @HIGHLIGHTED VARCHAR(1), @MILESTEONETYPE VARCHAR(12), @ATTACHMENTS VARCHAR(1), @PROCESSSTATUS SMALLINT, @WORKPROCESS SMALLINT, @BILLABLE INT, @BILLDESCRIPTION VARCHAR(150), @EMAILADDRESS VARCHAR(150), @ADDRESSTO VARCHAR(150), @CCTo VARCHAR(150), @BCCTo VARCHAR(150), @EMAIL VARCHAR(1), @SUBJECT VARCHAR(150), @DELEGATIONSTATUS INT, @DRAFTBILLNO INT, @CHEQUEREQNO INT, @TxmSent BIT, @Location VARCHAR(50), @HearingType VARCHAR(50), @ForCopy VARCHAR(1), @TxmDate DATETIME, @TxmSeqNo INT, @Flag TINYINT, @KYC VARCHAR(1)='N', @Result INT = 0 OUTPUT ) AS /******************************************************************************************************* * This stored procedure is used to insert or update the Client Case Action information. If ID is * * already exist then it will update that record. otherwise new record will insert. * * * * Stored Procedure Name : [dbo].[KAAS_ModifyDiaryDetails] * * Copied from : [dbo].[ky_NETCCModifyDiaryDetails] * * * * Modification History : * * 2019-04-12 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON DECLARE @TIMECONVERT INT SET @TIMECONVERT = dbo.ky_ConvertTimeToClarion(@DYSTARTTIME) DECLARE @ENDTIME INT SET @ENDTIME = dbo.ky_ConvertTimeToClarion(@DYENDTIME) DECLARE @DisplaytextValue VARCHAR(220) SET @DisplaytextValue = [dbo].[KAAS_FN_RemoveSpuriousWhitespace](ISNULL(@TEXT1, ''), 200) UPDATE DIA SET [CASECODE] = @CASECODE, [DATE] = @DATE, [STATUS] = @STATUS, [ACTIONCODE] = @ACTIONCODE, [ACTIONSTATUS] = @ACTIONSTATUS, [ACTIONTYPE] = @ACTIONTYPE, [FNCODE] = @FNCODE, [TEAMCODE] = @TEAMCODE, [TEXT1] = @TEXT1, [TEXT2] = @TEXT2, [DUEDATE] = @DUEDATE, [PUBLISH] = @PUBLISH, [DYSTARTTIME] = @TIMECONVERT, [DYENDTIME] = @ENDTIME, [PRIORITY] = @PRIORITY, [HIGHLIGHTED] = @HIGHLIGHTED, [MILESTEONETYPE] = @MILESTEONETYPE, [WORKPROCESS] = @WORKPROCESS, [BILLABLE] = @BILLABLE, [SUBJECT] = @SUBJECT, [TxmSent] = @TxmSent, [Location] = @Location, [HearingType] = @HearingType, [DisplayText] = @DisplaytextValue, [Flag] = @Flag, [KYC] = @KYC FROM [dbo].[diary] DIA WHERE DIA.[ACTIONID] = @ACTIONID UPDATE DEL SET DEL.[HANDLER] = @FNCODE, DEL.[DELEGATE] = @FNCODE, DEL.[TEAM] = @TEAMCODE FROM [dbo].[DiaryDelegations] DEL WHERE DEL.[ACTIONID] = @ACTIONID AND DEL.[OWNER] = 'Y' UPDATE DEL SET DEL.[ActionType] = @ACTIONTYPE, DEL.[DATE] = @DATE, DEL.[DUEDATE] = @DUEDATE FROM [dbo].[DiaryDelegations] DEL WHERE DEL.[ACTIONID] = @ACTIONID AND DEL.[STATUS] = 0 IF (@STATUS = 0) BEGIN UPDATE DEL SET DEL.[STATUS] = 0 FROM [dbo].[DiaryDelegations] DEL WHERE DEL.[ACTIONID] = @ACTIONID AND DEL.[OWNER] = 'Y' END ELSE BEGIN UPDATE DEL SET DEL.[STATUS] = 1 FROM [dbo].[DiaryDelegations] DEL WHERE DEL.[ACTIONID] = @ACTIONID END SET @Result = @ACTIONID SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_MoveAction',N'P')IS NOT NULL DROP PROCEDURE [KAAS_MoveAction] GO CREATE PROCEDURE [KAAS_MoveAction] ( @ACTIONID INT, @CASECODE VARCHAR(20), @FNCODE VARCHAR(10) ) /***************************************************************************** Stored Procedure Name : KAAS_MoveAction Copied From : ky_NETMoveAction Description: This procedure is used to move the action one to other case. Last Updated: 12 FEB 2015 Arun Change NVARCHAR to VARCHAR 11 FEB 2016 Arun http://jira1.dsrc.in:8080/browse/KEYD-3277 24 JUL 2018 Vinodhan Created KAAS_MoveAction *****************************************************************************/ AS BEGIN SET NOCOUNT ON UPDATE diary SET CASECODE = @CASECODE --FNCODE = @FNCODE WHERE ACTIONID = @ACTIONID --UPDATE -- DiaryDelegations --SET -- HANDLER = @FNCODE --WHERE -- ACTIONID = @ACTIONID AND [OWNER] = 'Y' UPDATE DiaryAttachments SET CASECODE = @CASECODE WHERE DIARYID = @ACTIONID SELECT 'True' SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_MoveTimeEntry' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_MoveTimeEntry] END GO CREATE PROCEDURE [dbo].[KAAS_MoveTimeEntry] (@RecordID INT, @Matter VARCHAR(20), @Handler VARCHAR(10), @User NVARCHAR(128)) AS /******************************************************************************************************* * Get the data of a TimeEntry record page. * * * * Stored Procedure Name : [dbo].[KAAS_MoveTimeEntry] ` * * Copied from : [dbo].[ky_NETMoveTimeEntry] * * * * Modification History: * * 2015-02-12 Arun Change NVARCHAR to VARCHAR * * 2015-11-12 Pino Carafa KEYD - 2894 - Log user data and timestamp * * 2019-07-25 Vinodhan K Created * *******************************************************************************************************/ BEGIN 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], ''M''' 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) UPDATE [TIE] SET @MatterCode = [TIE].[MATTER], [TIE].[MATTER] = @Matter FROM [dbo].[TimeEntry] [TIE] WHERE [TIE].[RecordID] = @RecordID EXEC [dbo].[ky_WDUpdateMatterTimeBalance] @MatterCode EXEC [dbo].[ky_WDUpdateMatterTimeBalance] @Matter END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_MyContactFetchMatters' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_MyContactFetchMatters] END GO CREATE PROCEDURE KAAS_MyContactFetchMatters (@Handler VARCHAR(10), @CaseCode VARCHAR(20), @which INT, @BitWiseID BIGINT, @userprompt1 VARCHAR(100)='User 1 Field' OUT, @userprompt2 VARCHAR(100)='User 2 Field' OUT, @userprompt3 VARCHAR(100)='User 3 Field' OUT) AS /******************************************************************************************************* * To Fetch Matter based on Selected contact. * * * * Stored Procedure Name : [dbo].[KAAS_MyContactFetchMatters] * * Copied from : [dbo].[ky_NETMyContactFetchMatters] * * * * Modification History : * * 2019-04-12 Vinodhan K Created * *******************************************************************************************************/ BEGIN DECLARE @Command VARCHAR(MAX) SET @BitWiseID = ISNULL(@BitWiseID, CONVERT(BIGINT, 0)) SELECT @UserPrompt1 = REPLACE(RTRIM(ISNULL(CTL.[UserPrompt1], '')), ':', ''), @UserPrompt2 = REPLACE(RTRIM(ISNULL(CTL.[UserPrompt2], '')), ':', ''), @UserPrompt3 = REPLACE(RTRIM(ISNULL(CTL.[UserPrompt3], '')), ':', '') FROM [dbo].[Control] CTL SET @COMMAND = ' SELECT CONVERT(VARCHAR(20), MAT.[Code]) AS [Code], CONVERT(VARCHAR(20), CON.[Code]) AS [CaseCode], RTRIM(ISNULL(FC.[COLOURDESC], '''')) AS [FileColour], RTRIM(ISNULL(CON.[Name], '''')) AS [Name], RTRIM(ISNULL(MAT.[Description], '''')) AS [Description], RTRIM(ISNULL(HAN.[NAME], '''')) AS [Fe], RTRIM(ISNULL(MAT.[User1], '''')) AS User1, RTRIM(ISNULL(MAT.[User2], '''')) AS User2, RTRIM(ISNULL(MAT.[User3], '''')) AS User3, MAT.[Started] As [Started], RTRIM(ISNULL(DP.[DESC], '''')) AS [Dept], RTRIM(ISNULL(WT.[DESC], '''')) AS [WorkType], ISNULL(MNP.[Privileges], CONVERT(BIGINT, -1)) AS [Privileges], RTRIM(ISNULL(MAT.[OldRef], '''')) AS [OldRef], RTRIM(ISNULL(CON.[Address], '''')) AS [Address], ISNULL(FC.[RGBColour], -1) AS [FileRGBColour] FROM [dbo].[matters] MAT LEFT OUTER JOIN [dbo].[RecentMatterList] RML ON RML.[FEE] = ''' + @handler + ''' AND RML.[MATTER] = MAT.[Code] INNER JOIN [dbo].[Contacts] CON ON CON.[Code] = MAT.[ClientCode] LEFT OUTER JOIN [dbo].[Handlers] HAN ON HAN.[CODE] = MAT.[FECode] LEFT OUTER JOIN [dbo].[MatterNetPrivileges] MNP ON MNP.[MATTER] = MAT.[Code] LEFT OUTER JOIN [dbo].[FileColours] FC ON FC.[COLOURCODE] = MAT.[FileColour] LEFT OUTER JOIN [dbo].[Departments] DP ON DP.[CODE] = MAT.[Dept] LEFT OUTER JOIN [dbo].[WorkTypes] WT ON WT.[CODE] = MAT.[WType] WHERE CON.[Code] = ''' + @CaseCode + ''' AND (ISNULL(MNP.[Privileges], CONVERT(BIGINT, -1)) & CONVERT(BIGINT, ''' + CONVERT(VARCHAR(20), @BitWiseID) + ''') <> 0 OR MNP.[Privileges] IS NULL)' IF (@which = 1) BEGIN SET @COMMAND = @COMMAND + 'AND MAT.[FECode] = ''' + @handler + '''' END IF (@which = 2) BEGIN SET @COMMAND = @COMMAND + 'ORDER BY ISNULL(RML.[DateField], ''18000101'') DESC,MAT.[Code]' END EXEC (@COMMAND) END GO IF OBJECT_ID('[dbo].[KAAS_NetWorkingDays]') IS NOT NULL DROP FUNCTION [dbo].[KAAS_NetWorkingDays] GO CREATE FUNCTION [dbo].[KAAS_NetWorkingDays] ( @FROMDATE DATETIME, @TODATE DATETIME) RETURNS INT AS /******************************************************************************************************* * Returns number of total working days between two dates. * * * * Stored Procedure Name : [dbo].[KAAS_NetWorkingDays] * * Copied from : [dbo].[ky_NETNetWorkingDays] * * * * Modification History : * * 2019-04-16 Vinodhan K Created * *******************************************************************************************************/ BEGIN DECLARE @I INT DECLARE @COUNT INT DECLARE @DIFF INT SELECT @DIFF = DATEDIFF(D, @FROMDATE, @TODATE), @I = 0, @COUNT = 0 WHILE(@I < @DIFF) BEGIN SELECT @COUNT = @COUNT + 1 WHERE DATENAME(DW, DATEADD(D, @I, @FROMDATE)) NOT IN ('Saturday','Sunday') SET @I = @I + 1 END RETURN @COUNT END GO IF OBJECT_ID(N'[KAAS_OtherCaseDetailsDelete]',N'P')IS NOT NULL DROP PROCEDURE [KAAS_OtherCaseDetailsDelete] GO CREATE PROCEDURE [KAAS_OtherCaseDetailsDelete] ( @CaseCode VARCHAR(200), @FILEPREFIX VARCHAR(200), @FIELDNAME VARCHAR(200), @Result INT OUTPUT ) AS /******************************************************************************************************* * This procedure is used to Delete data for other case details main grid.. * * * * Stored Procedure Name : [dbo].[KAAS_OtherCaseDetailsDelete] * * Copied from : [dbo].[ky_NETOtherCaseDetailsDelete] * * * * Modification History : * * 2019-07-11 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON IF(SELECT TOP 1 1 FROM CaseUDFAnswers WHERE CASECODE = @CaseCode AND UDFFILE = @FILEPREFIX AND UDFNAME = @FIELDNAME) IS NOT NULL BEGIN DELETE FROM dbo.CaseUDFAnswers WHERE CASECODE = @CaseCode 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_OtherCaseDetailsFetchEditDialog' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_OtherCaseDetailsFetchEditDialog] END GO CREATE PROCEDURE [dbo].[KAAS_OtherCaseDetailsFetchEditDialog] (@CaseCode VARCHAR(20), @FILEPREFIX VARCHAR(5), @FIELDNAME VARCHAR(30), @UDFCategory VARCHAR(20)) AS /******************************************************************************************************* * This procedure is used to FETCH data for other case details Edit Dialog. * * * * Stored Procedure Name : [dbo].[KAAS_OtherCaseDetailsFetchEditDialog] * * Copied from : [dbo].[ky_NETOtherCaseDetailsFetchEditDialog] * * * * Modification History : * * 2019-07-09 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON 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] = @FILEPREFIX 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 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], CASE WHEN [CUF].[CASECODE] IS NULL THEN CONVERT(VARCHAR(11), @INITIALDATE, 106) ELSE CONVERT(VARCHAR(11), [CUF].[DateValue], 106) END AS [DateValue], CASE WHEN [CUF].[CASECODE] IS NULL THEN ISNULL(@INITIALNUMERICVALUE, 0) ELSE [CUF].[NumberValue] END AS [NumberValue], CASE WHEN [CUF].[CASECODE] IS NULL THEN ISNULL(@INITIALVALUE, '') ELSE [CUF].[TEXT1] END 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].[CaseUDFAnswers] [CUF] ON [CUF].[CASECODE] = @CaseCode 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 OBJECT_ID(N'KAAS_OtherCaseDetailsFetchListOnly',N'P')IS NOT NULL DROP PROCEDURE KAAS_OtherCaseDetailsFetchListOnly GO CREATE PROCEDURE KAAS_OtherCaseDetailsFetchListOnly ( @FIELDNAME VARCHAR(30) ) AS BEGIN /******************************************************************************************************* * This procedure is used to Fetch validation on selected list only (L) is selected in UDF Fields. * * * * Stored Procedure Name : [dbo].[KAAS_OtherCaseDetailsFetchListOnly] * * Copied from : [dbo].[ky_NETOtherCaseDetailsFetchListOnly] * * * * Modification History : * * 2019-07-09 Vinodhan K Created * *******************************************************************************************************/ SET NOCOUNT ON SELECT RTRIM([FIELDNAME]) AS [FIELDNAME] ,RTRIM([CODE]) AS [CODE] ,RTRIM([DESCRIPTION]) AS [DESCRIPTION] FROM UDFLookups WHERE [FIELDNAME] = @FIELDNAME SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_OtherCaseDetailsFetchMainGrid',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_OtherCaseDetailsFetchMainGrid] GO CREATE PROCEDURE [dbo].[KAAS_OtherCaseDetailsFetchMainGrid] (@CaseCode VARCHAR(20), @PageNumber INT = NULL, @PageSize INT = NULL, @SearchText VARCHAR(400) = NULL, @SortColumn VARCHAR(50) = NULL, @SortDirection VARCHAR(10) = NULL) AS /******************************************************************************************************* * To FETCH data for other case details main grid. * * * * Stored Procedure Name : [dbo].[KAAS_OtherCaseDetailsFetchMainGrid] * * Copied from : [dbo].[ky_NETOtherCaseDetailsFetchMainGrid] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * * 2019-08-23 Dheepin Vijith K Modified - Default sorting changed to DESC to show the latest values * * on the top of the grid first * *******************************************************************************************************/ 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(RTRIM(ISNULL(@SearchText, '')) = '' OR RTRIM(@SearchText) = '') BEGIN SET @SearchText = '' END IF(ISNULL(@SortColumn, '') = '' OR RTRIM(LTRIM(@SortColumn)) = '') BEGIN SET @SortColumn = 'SeqNo' END IF(ISNULL(@SortDirection, '') = '' OR RTRIM(LTRIM(@SortDirection)) = '') BEGIN SET @SortDirection = 'DESC' END SELECT IDENTITY(INT, 1,1) AS [Row_Number], * INTO #OtherCaseDetailTable FROM (SELECT RTRIM(ISNULL(UDFCategory.UDFCategory,'')) AS GroupName, RTRIM( SystemUserDefinedFields.PROMPT) AS Detail, CONVERT(DATETIME, RTRIM(CaseUDFAnswers.DateValue), 23) AS DateValue, --ISNULL(CONVERT(VARCHAR,CaseUDFAnswers.DateValue,23),'') AS DateValue, CASE RTRIM(SystemUserDefinedFields.[VALIDATION]) WHEN 'L' THEN CONVERT(VARCHAR(MAX),RTRIM(ISNULL(CaseUDFAnswers.TEXT1,'')))+' - ' + (SELECT RTRIM(ISNULL(UDFLookups.[DESCRIPTION],'')) FROM UDFLookups WHERE SystemUserDefinedFields.FIELDNAME = UDFLookups.FIELDNAME AND CONVERT(VARCHAR(MAX),CaseUDFAnswers.TEXT1) = UDFLookups.CODE) WHEN 'R' THEN CONVERT(VARCHAR(200),RTRIM(ISNULL(CaseUDFAnswers.TEXT1,''))) WHEN 'T' THEN CONVERT(VARCHAR(200),RTRIM(ISNULL(CaseUDFAnswers.TEXT1,''))) ELSE CASE RTRIM(SystemUserDefinedFields.[TYPE]) WHEN 'Text' THEN (CASE WHEN CONVERT(VARCHAR(200),RTRIM(ISNULL(CaseUDFAnswers.TEXT1,'')))='' THEN '' ELSE CONVERT(VARCHAR(200),RTRIM(ISNULL(CaseUDFAnswers.TEXT1,''))) END) WHEN 'Numeric' THEN --(CASE -- WHEN SystemUserDefinedFields.DECMIAL=0 THEN CONVERT(VARCHAR(20),CONVERT(DECIMAL(18,0),CaseUDFAnswers.NumberValue) ) -- WHEN SystemUserDefinedFields.DECMIAL=1 THEN CONVERT(VARCHAR(20),CONVERT(DECIMAL(18,1),CaseUDFAnswers.NumberValue) ) -- WHEN SystemUserDefinedFields.DECMIAL=2 THEN CONVERT(VARCHAR(20),CONVERT(DECIMAL(18,2),CaseUDFAnswers.NumberValue) ) --END) CONVERT(VARCHAR(20),CAST(CaseUDFAnswers.NumberValue AS MONEY ),1) WHEN 'Date' THEN CASE WHEN CONVERT(VARCHAR(20), CaseUDFAnswers.DateValue, 23) = '1900-01-01' THEN '' ELSE CONVERT(VARCHAR(20), CaseUDFAnswers.DateValue, 23) END ELSE CONVERT(VARCHAR(200),RTRIM(ISNULL(CaseUDFAnswers.TEXT1,''))) END END AS Value , RTRIM(ISNULL(CaseUDFAnswers.NumberValue,0)) AS NumberValue , RTRIM(ISNULL(CaseUDFAnswers.TEXT1,'')) AS [Text1] , RTRIM(SystemUserDefinedFields.TYPE) AS [Type] , RTRIM(ISNULL(CaseUDFAnswers.SEQNO,0)) AS [SeqNo] , RTRIM(SystemUserDefinedFields.FILEPREFIX) AS [FilePrefix] , RTRIM(SystemUserDefinedFields.FIELDNAME) AS [FieldName] , RTRIM(ISNULL(SystemUserDefinedFields.UDFCategory,0)) AS UDFCategory , CASE WHEN RTRIM(ISNULL(CaseUDFAnswers.ForCopy,0)) = '1' THEN 'True' ELSE 'False' END AS ForCopy , SystemUserDefinedFields.DECMIAL AS [Decimal] , SystemUserDefinedFields.LENGTH AS [Length] FROM CaseUDFAnswers INNER JOIN SystemUserDefinedFields ON CaseUDFAnswers.UDFFILE = SystemUserDefinedFields.FILEPREFIX AND CaseUDFAnswers.UDFNAME = SystemUserDefinedFields.FIELDNAME LEFT OUTER JOIN UDFCategory ON SystemUserDefinedFields.UDFCategory = UDFCategory.ID WHERE ( ISNULL(@SearchText, '') = '' OR RTRIM(LTRIM(@SearchText)) = '' OR ( [UDFCategory].[UDFCategory] LIKE '%' + @SearchText + '%' OR [SystemUserDefinedFields].[PROMPT] LIKE '%' + @SearchText + '%' OR [CaseUDFAnswers].[DateValue] LIKE '%' + @SearchText + '%' OR [SystemUserDefinedFields].[VALIDATION] LIKE '%' + @SearchText + '%' OR [CaseUDFAnswers].[TEXT1] LIKE '%' + @SearchText + '%' OR [SystemUserDefinedFields].[TYPE] LIKE '%' + @SearchText + '%' OR [CaseUDFAnswers].[NumberValue] LIKE '%' + @SearchText + '%' OR [CaseUDFAnswers].[SEQNO] LIKE '%' + @SearchText + '%' OR [SystemUserDefinedFields].[FILEPREFIX] LIKE '%' + @SearchText + '%' OR [SystemUserDefinedFields].[FIELDNAME] LIKE '%' + @SearchText + '%' OR [SystemUserDefinedFields].[UDFCategory] LIKE '%' + @SearchText + '%' OR [CaseUDFAnswers].[ForCopy] LIKE '%' + @SearchText + '%' OR [SystemUserDefinedFields].[DECMIAL] LIKE '%' + @SearchText + '%' OR [SystemUserDefinedFields].[LENGTH] LIKE '%' + @SearchText + '%' ) ) AND (RTRIM(CaseUDFAnswers.CASECODE) = RTRIM(@CaseCode))) AS FoundTable ORDER BY CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'SeqNo' THEN CAST([SeqNo] AS INT) END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'SeqNo' THEN CAST([SeqNo] AS INT) END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'GroupName' THEN [GroupName] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'GroupName' THEN [GroupName] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'Detail' THEN [Detail] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'Detail' THEN [Detail] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'DateValue' THEN [DateValue] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'DateValue' THEN [DateValue] 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 'NumberValue' THEN [NumberValue] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'NumberValue' THEN [NumberValue] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'Text1' THEN [Text1] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'Text1' THEN [Text1] 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 'FilePrefix' THEN [FilePrefix] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'FilePrefix' THEN [FilePrefix] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'FieldName' THEN [FieldName] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'FieldName' THEN [FieldName] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'UDFCategory' THEN [UDFCategory] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'UDFCategory' THEN [UDFCategory] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'ForCopy' THEN [ForCopy] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'ForCopy' THEN [ForCopy] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'Decimal' THEN [Decimal] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'Decimal' THEN [Decimal] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'Length' THEN [Length] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'Length' THEN [Length] END END DESC SELECT * FROM #OtherCaseDetailTable WHERE ( @StartRow IS NULL OR ( [Row_Number] BETWEEN @StartRow AND @EndRow ) ) SELECT (COUNT([Row_Number])) AS TotalRecords FROM #OtherCaseDetailTable SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_OtherCaseDetailsInsert' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_OtherCaseDetailsInsert] END GO CREATE PROCEDURE [dbo].[KAAS_OtherCaseDetailsInsert] (@CaseCode VARCHAR(200), @FIELDNAME VARCHAR(200), @Result INT OUTPUT) AS /******************************************************************************************************* * This procedure is used to insert data for other case details main grid. * * * * Stored Procedure Name : [dbo].[KAAS_OtherCaseDetailsInsert] * * Copied from : [dbo].[ky_NETOtherCaseDetailsInsert] * * * * Modification History : * * 2019-07-10 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON 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) SET @Result = 1 END ELSE BEGIN SET @Result = 0 END SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_OtherCaseDetailsloadCmb', N'P') IS NOT NULL BEGIN DROP PROCEDURE [dbo].[KAAS_OtherCaseDetailsloadCmb] END GO CREATE PROCEDURE [dbo].[KAAS_OtherCaseDetailsloadCmb] AS /******************************************************************************************************* * This procedure is used to Fetch data for other case details Add Dropdown. * * * * Stored Procedure Name : [dbo].[KAAS_OtherCaseDetailsloadCmb] * * Copied from : [dbo].[ky_NETOtherCaseDetailsloadCmb] * * * * Modification History : * * 2019-07-10 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON SELECT UDFC.[UDFCategory] AS [Category], SUDF.[PROMPT] AS [FIELD], SUDF.[FIELDNAME] AS [FIELDNAME] FROM [dbo].[SystemUserDefinedFields] AS SUDF LEFT OUTER JOIN [dbo].[UDFCategory] AS UDFC ON SUDF.[UDFCategory] = UDFC.[ID] WHERE SUDF.[FILEPREFIX] = 'UDF:' SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_OtherCaseDetailsUpdate' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_OtherCaseDetailsUpdate] END GO CREATE PROCEDURE [dbo].[KAAS_OtherCaseDetailsUpdate] (@CaseCode VARCHAR(200), @FILEPREFIX VARCHAR(200), @FIELDNAME VARCHAR(200), @Text VARCHAR(MAX), @Number DECIMAL(18,2), @Date DATETIME, @Result INT OUTPUT) AS /******************************************************************************************************* * This procedure is used To insert data for other case details main grid. * * * * Stored Procedure Name : [dbo].[KAAS_OtherCaseDetailsUpdate] * * Copied from : [dbo].[ky_NETOtherCaseDetailsUpdate] * * * * Modification History : * * 2019-07-10 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 (@Number = '0.00') AND (@Date IS NULL) BEGIN SET @Text = '' END ELSE IF (@Date IS NULL) BEGIN IF (SELECT TYPE from SystemUserDefinedFields where FILEPREFIX=@FILEPREFIX and FIELDNAME=@FIELDNAME )<> 'Text' BEGIN SET @Text = CONVERT(VARCHAR(30), @Number) END END ELSE BEGIN SET @Number = [dbo].[KAAS_FN_ConvertDateToClarion](@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 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_OutlayBalanceDrilldown' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_OutlayBalanceDrilldown] END GO CREATE PROCEDURE [dbo].[KAAS_OutlayBalanceDrilldown] (@Handler VARCHAR(10), @PageNumber INT = NULL, @PageSize INT = NULL, @SearchText VARCHAR(100) = '', @SortColumn VARCHAR(20) = '', @SortDirection VARCHAR(10) = '') AS /************************************************************************************************** * * Details the values that make up the Outlay Balance in ky_NETDashboard * * Stored procedure name : KAAS_OutlayBalanceDrilldown * Copied from : ky_NETOutlayBalanceDrilldown * * Modification History * 2015-06-24 Pino Carafa Created * 2015-11-25 John Ginnane Formatting balance so negative balances are wrapped in parenthese * 2016-01-11 John Ginnane Undone previous changes as VB .NET handles this * 2019-22-04 Vinodhan K Created KAAS_OutlayBalanceDrilldown * ***************************************************************************************************/ BEGIN DECLARE @NCOMMAND NVARCHAR(MAX) DECLARE @StartRow INT; DECLARE @EndRow INT; SET @PageNumber = ISNULL(@PageNumber, 0) - 1; -- 0 BASED INDEX IF(@PageNumber > -1) BEGIN SET @StartRow = ((@PageNumber) * @PageSize) + 1; SET @EndRow = (@StartRow + @PageSize) - 1; END IF(@SortColumn = '' OR @SortColumn = NULL) BEGIN SET @SortColumn = 'Row_Number' END IF(@SortDirection = '' OR @SortDirection = NULL) BEGIN SET @SortDirection = 'ASC' END IF [dbo].[ISSAM4]() = 0 BEGIN SET @NCOMMAND = N' SELECT IDENTITY(INT, 1,1) AS [Row_Number], * INTO #OutlayBalanceSAM3Table FROM ( SELECT RTRIM(ISNULL(MAT.[CODE], '''')) AS [Code], RTRIM(ISNULL(CON.[NAME], '''')) AS [ClientName], RTRIM(ISNULL(MAT.[Description], '''')) AS [Description], ISNULL(MAT.[OutlayBal], 0) AS [OutlayBalance], ISNULL(MAT.[ClientBal], 0) AS [ClientACBalance] FROM [dbo].[matters] MAT INNER JOIN [dbo].[contacts] CON ON CON.[code] = MAT.[clientcode] WHERE ( RTRIM(LTRIM(@SearchText)) = '''' OR ( [MAT].[CODE] LIKE ''%' + @SearchText + '%'' OR [CON].[NAME] LIKE ''%' + @SearchText + '%'' OR [MAT].[Description] LIKE ''%' + @SearchText + '%'' OR [MAT].[OutlayBal] LIKE ''%' + @SearchText + '%'' OR [MAT].[ClientBal] LIKE ''%' + @SearchText + '%'' ) ) AND MAT.[FECode] = @Handler AND MAT.[Closed] <> ''Y'' AND MAT.[OutlayBal] <> 0) AS FoundTable ORDER BY ' + @SortColumn + ' ' + @SortDirection + ' SELECT * FROM #OutlayBalanceSAM3Table WHERE ( @StartRow IS NULL OR ( [Row_Number] BETWEEN @StartRow AND @EndRow ) ) SELECT (COUNT([Row_Number])) AS TotalRecords FROM #OutlayBalanceSAM3Table' END ELSE BEGIN SET @NCOMMAND = N' SELECT IDENTITY(INT, 1,1) AS [Row_Number], * INTO #OutlayBalanceSAM4Table FROM (SELECT RTRIM(ISNULL(OBL.[CODE], '''')) AS [Code], RTRIM(ISNULL(CON.[NAME], '''')) AS [ClientName], RTRIM(ISNULL(MAT.[Description], '''')) AS [MatterDescription], ISNULL(OBL.[OutlayBalance], 0) AS [OutlayBalance], ISNULL(OBL.[ClientACBalance], 0) AS [ClientACBalance] FROM ( SELECT MT1.[Code], ISNULL(SUM(ISNULL(TRN.[OutlayValue], 0)), 0) AS [OutlayBalance], ISNULL(SUM(ISNULL(TRN.[ClientCurrent], 0) + ISNULL(TRN.[ClientDeposit], 0)), 0) AS [ClientACBalance] FROM [dbo].[matters] MT1 INNER JOIN [dbo].[Transactions] TRN ON TRN.[MatterCode] = MT1.[Code] AND ( ( (TRN.[Posted] = ''Y'') AND (TRN.[RecType] <> ''V'') AND (TRN.[CorrectionInd] = ''L'')) OR ( (TRN.[Posted] IS NULL) AND (TRN.[RecType] IS NULL) AND (TRN.[CorrectionInd] IS NULL))) WHERE MT1.[FECode] = @Handler AND MT1.[Closed] <> ''Y'' GROUP BY MT1.[Code]) OBL INNER JOIN [dbo].[matters] MAT INNER JOIN [dbo].[contacts] CON ON CON.[code] = MAT.[clientcode] ON MAT.[code] = OBL.[code] WHERE ( RTRIM(LTRIM(@SearchText)) = '''' OR ( [OBL].[CODE] LIKE ''%' + @SearchText + '%'' OR [CON].[NAME] LIKE ''%' + @SearchText + '%'' OR [MAT].[Description] LIKE ''%' + @SearchText + '%'' OR [OBL].[OutlayBalance] LIKE ''%' + @SearchText + '%'' OR [OBL].[ClientACBalance] LIKE ''%' + @SearchText + '%'' ) ) AND ISNULL(OBL.[OutlayBalance], 0) <> 0) AS FoundTable ORDER BY ' + @SortColumn + ' ' + @SortDirection + ' SELECT * FROM #OutlayBalanceSAM4Table WHERE ( @StartRow IS NULL OR ( [Row_Number] BETWEEN @StartRow AND @EndRow ) ) SELECT (COUNT([Row_Number])) AS TotalRecords FROM #OutlayBalanceSAM4Table' END EXECUTE sp_executesql @NCOMMAND, N'@Handler VARCHAR(10), @SearchText VARCHAR(100), @StartRow INT, @EndRow INT', @Handler = @Handler, @SearchText = @SearchText, @StartRow = @StartRow, @EndRow = @EndRow END GO IF OBJECT_ID(N'KAAS_OutlayCodes', N'P') IS NOT NULL BEGIN DROP PROCEDURE [dbo].[KAAS_OutlayCodes] END GO CREATE PROCEDURE [dbo].[KAAS_OutlayCodes] AS /**************************************************************************** * * List outlay codes * * Stored Procedure Name : KAAS_OutlayCodes * Copied From : ky_NETSPOutlayCodes * * Modification history: * ????-??-?? ??? Created * 2019-08-06 John Ginnane Added to SVN * 2019-08-06 Vinodhan Created KAAS_OutlayCodes ****************************************************************************/ BEGIN DECLARE @COMMAND VARCHAR(MAX) IF [dbo].[ISSAM4]() = 0 BEGIN SET @COMMAND = ' SELECT RTRIM(ISNULL(OLC.[CODE], '''')) AS [Code], RTRIM(ISNULL(OLC.[DESCRIPTION], '''')) AS [Description] FROM [dbo].[OutlayCode] OLC ORDER BY OLC.[Description]' END ELSE BEGIN SET @COMMAND = ' SELECT RTRIM(ISNULL(OLC.[OutlayCode], '''')) AS [Code], RTRIM(ISNULL(OLC.[DESCRIPTION], '''')) AS [Description] FROM [dbo].[OutlayCode] OLC ORDER BY OLC.[Description]' END EXEC (@COMMAND) END GO IF OBJECT_ID(N'KAAS_OWA_GetDocumentsIM',N'P')IS NOT NULL DROP PROCEDURE KAAS_OWA_GetDocumentsIM GO CREATE PROCEDURE [dbo].[KAAS_OWA_GetDocumentsIM] ( @matter VARCHAR(20), @ActionID INT, @DocFolderID INT, @IMDocs VARCHAR(MAX), @PageNo INT, @PageSize INT, @SearchText VARCHAR(4000), @FileType VARCHAR(4000), @SortColumn VARCHAR(50) = '', @SortDirection VARCHAR(10) = '', @OWASetting_HideImagesOnSelectingAttachments BIT ) AS /************************************************************************************************************* * * * [dbo].[KAAS_GetDocumentsIM] * * * * Get list of Documents applied with OWA setting for the Document List in OWA * * * * Compatibility information - PLEASE update older versions if necessary to ensure the compatible software * * remains fully functional * * ***************************************************************************************************** * * * * * * * Supersedes: - * * * * Original: [ky_NETSPGetDocumentsIM] * * * * First compatible version: 5.7.2.1 * * * * Last compatible software version: - * * * * Superseded by: - * * * * * * * ***************************************************************************************************** * * * * Modification History * * 2019-07-15 Ramesh K Copied from KAAS_GetDocumentsIM *************************************************************************************************************/ BEGIN DECLARE @res TABLE ([id] INT identity(1, 1) PRIMARY KEY, [ActionId] INT, [TrackReference] INT, [IMDocID] VARCHAR(500), [IMClass] VARCHAR(20), [DocClass] VARCHAR(10), [Document] VARCHAR(2000), [DiaryDate] DATETIME, [DocumentDate] DATETIME, [TYPE] VARCHAR(20), [Attachments] CHAR(1), [EMAIL] VARCHAR(1), [EMAILFROM] VARCHAR(200), [EMAILSENT] DATETIME, [EMAILTO] VARCHAR(1000), [CurrentVersion] INT, [IsInDocFolder] BIT, [IsShared] BIT, [UniqueId] INT) DECLARE @classes TABLE ([KeyhouseClass] INT, [IMClass] INT, [ClassCode] VARCHAR(20), [ClassDescription] VARCHAR(100)) DECLARE @IMDocTable TABLE ([IMDocID] VARCHAR(500) PRIMARY KEY, [Description] VARCHAR(2000), [IMClass] VARCHAR(20), [IMType] VARCHAR(20), [EmailFrom] VARCHAR(200), [EmailTo] VARCHAR(1000), [EmailSent] DATETIME, [DocumentDate] DATETIME) DECLARE @Diary TABLE ([ActionID] INT PRIMARY KEY) DECLARE @FileTypeList TABLE ([FileType] VARCHAR(20) PRIMARY KEY) INSERT INTO @FileTypeList SELECT RTRIM(LTRIM([Item])) FROM KAAS_FN_SplitString(@FileType, ',') DECLARE @idoc INT DECLARE @StartRow INT; DECLARE @EndRow INT; SET @PageNo = ISNULL(@PageNo, 0) - 1; -- 0 BASED INDEX IF(@PageNo > -1) BEGIN SET @StartRow = ((@PageNo) * @PageSize) + 1; SET @EndRow = (@StartRow + @PageSize) - 1; END IF(@SortColumn = '' OR @SortColumn = NULL) BEGIN SET @SortColumn = 'RowNumber' END IF(@SortDirection = '' OR @SortDirection = NULL) BEGIN SET @SortDirection = 'ASC' END IF (ISNULL(@DocFolderID, 0) = 0) AND (ISNULL(@ActionID, 0) = 0) BEGIN SET @IMDocs = ISNULL(@IMDocs, '' + CHAR(13) + CHAR(10) + '') IF (ISNULL(PATINDEX('%' + CHAR(13) + CHAR(10) + @IMDocs END BEGIN TRY EXEC sp_xml_preparedocument @idoc OUTPUT, @IMDocs END TRY BEGIN CATCH EXEC sp_xml_preparedocument @idoc OUTPUT, '' END CATCH INSERT INTO @IMDocTable ([IMDocID], [Description], [IMClass], [IMType], [EmailFrom], [EmailTo], [EmailSent], [DocumentDate]) SELECT [DAL].[IMDocID], [DAL].[Description], [DAL].[IMClass], [DAL].[IMType], [DAL].[EmailFrom], [DAL].[EmailTo], [DAL].[EmailSent], [DAL].[DocumentDate] FROM OPENXML(@idoc, 'IMDocs/Doc', 2) WITH([IMDocID] VARCHAR(500) '@DocId', [Description] VARCHAR(2000) '@Description', [IMClass] VARCHAR(20) '@ClassId', [IMType] VARCHAR(20) '@TypeId', [EmailFrom] VARCHAR(200) '@EmailFrom', [EmailTo] VARCHAR(1000) '@EmailTo', [EmailSent] DATETIME '@EmailSent', [DocumentDate] DATETIME '@DocumentDate') [DAL] EXEC sp_xml_removedocument @idoc INSERT INTO @res ([ActionId], [TrackReference], [IMDocID], [IMClass], [DocClass], [Document], [DiaryDate], [DocumentDate], [EmailSent], [TYPE], [Attachments], [EMAIL], [EmailFrom], [EmailTo], [CurrentVersion], [IsInDocFolder], [IsShared]) SELECT CONVERT(INT, NULL) AS [ActionID], CONVERT(INT, NULL) AS [TrackReference], [DAL].[IMDocID] AS [IMDocID], [DAL].[IMClass] AS [IMClass], CONVERT(VARCHAR(10), NULL) AS [DocClass], [DAL].[Description] AS [Document], CONVERT(DATETIME, ISNULL([DAL].[DocumentDate], [DAL].[EmailSent])) AS [DiaryDate], CONVERT(DATETIME, ISNULL([DAL].[DocumentDate], [DAL].[EmailSent])) AS [DocumentDate], CONVERT(DATETIME, [DAL].[EmailSent]) AS [EMAILSENT], CASE CONVERT(VARCHAR(20),[DAL].[IMTYPE]) WHEN 'WORD' THEN 'DOC' WHEN 'WORDX' THEN 'DOC' WHEN 'WPF' THEN 'DOC' WHEN 'ANSI' THEN 'DOC' WHEN 'ACROBAT' THEN 'PDF' WHEN 'EXCEL' THEN 'XLS' WHEN 'EXCELX' THEN 'XLS' WHEN 'MIME' THEN CASE WHEN [DAL].[IMClass] = 'E-Mail' THEN 'MSG' ELSE 'MIME' END ELSE [DAL].[IMTYPE] END AS [TYPE], CONVERT(CHAR(1),'N') AS [Attachments], CONVERT(CHAR(1), CASE WHEN ISNULL([DAL].[IMClass], '') = 'E-Mail' THEN 'Y' ELSE 'N' END) AS [EMAIL], CASE WHEN ISNULL([DAL].[IMClass], '') = 'E-Mail' THEN [DAL].[EMAILFROM] ELSE CONVERT(VARCHAR(200), NULL) END AS [EmailFrom], CASE WHEN ISNULL([DAL].[IMClass], '') = 'E-Mail' THEN [DAL].[EMAILTO] ELSE CONVERT(VARCHAR(1000), NULL) END AS [EmailTo], CONVERT(INT, 1) AS [CurrentVersion], 0 AS [IsInDocFolder], 0 AS [IsShared] FROM @IMDocTable [DAL] LEFT OUTER JOIN [dbo].[DAIMXref] [DX] ON [DX].[IMDocID] = [DAL].[IMDocID] WHERE [DX].[TrackReference] IS NULL INSERT INTO @Diary ([ActionID]) SELECT [DIA].[ActionID] FROM [dbo].[diary] [DIA] WHERE [DIA].[CASECODE] = @matter INSERT INTO @res ([ActionId], [TrackReference]) SELECT [DIA].[ActionID], [DAT].[TrackReference] FROM @Diary [DIA] INNER JOIN [dbo].[DiaryAttachments] [DAT] ON [DAT].[DiaryID] = [DIA].[ActionID] WHERE ( ( @SearchText = '' OR ([DAT].FILEPATH LIKE '%' + @SearchText + '%') ) AND ( ISNULL(@FileType, '') = '' OR ([DAT].[TYPE] IN (select FileType from @FileTypeList )) ) AND ( @OWASetting_HideImagesOnSelectingAttachments = 0 OR [dbo].[KAAS_FN_ISIMAGE_TYPE]([DAT].[TYPE]) <> 1 ) ) ORDER BY [DAT].[TrackReference] DESC UPDATE [RES] SET [RES].[IMDocID] = CONVERT(VARCHAR(500), ISNULL([DX].[IMDocID], '')), [RES].[IMClass] = CONVERT(VARCHAR(20), ISNULL([DL].[IMClass], '')), [RES].[DocClass] = CONVERT(VARCHAR(10), ISNULL([DA].[DocClass], '')), [RES].[Document] = RTRIM(CONVERT(VARCHAR(2000), ISNULL([DA].[Document], ''))), [RES].[DiaryDate] = CONVERT(DATETIME, [DIA].[DATE]), [RES].[DocumentDate] = CONVERT(DATETIME, [DA].[DATEENTERED]), [RES].[EMAILSENT] = CONVERT(DATETIME, ISNULL([DIA].[TxmDate], [DIA].[Date])), [RES].[TYPE] = CONVERT(VARCHAR(20), UPPER(RTRIM(ISNULL([DA].[TYPE], '')))), [RES].[Attachments] = CONVERT(CHAR(1), 'Y'), [RES].[EMAIL] = CONVERT(VARCHAR(1), CASE WHEN RTRIM(ISNULL([DIA].[EMAIL], 'N')) = 'Y' THEN 'Y' ELSE 'N' END), [RES].[EMAILFROM] = CONVERT(VARCHAR(200), RTRIM(ISNULL([DIA].[EMAILADDRESS], ''))), [RES].[EMAILTO] = RTRIM(ISNULL(CONVERT(VARCHAR(1000), [DIA].[ADDRESSTO]), '')), [RES].[CurrentVersion] = [DV].[CurrentVersion], [RES].[IsInDocFolder] = [IND].[InDocFolder], [RES].[IsShared] = [SHD].[IsShared], [RES].[uniqueid] = [MAT].[uniqueid] FROM @res [RES] CROSS APPLY (SELECT ISNULL(MAX([DAV].[Version]), 0) + 1 AS [CurrentVersion] FROM [dbo].[DiaryAttachmentVersioning] [DAV] WHERE TRACKREFERENCE = [RES].[TRACKREFERENCE]) [DV] LEFT OUTER JOIN [dbo].[DAIMXRef] [DX] INNER JOIN @IMDocTable [DL] ON [DL].[IMDocID] = [DX].[IMDocID] ON [DX].[TrackReference] = [RES].[TrackReference] LEFT OUTER JOIN [dbo].[DiaryAttachments] [DA] INNER JOIN [dbo].[diary] [DIA] INNER JOIN [dbo].[matters] [MAT] ON [MAT].[CODE] = [DIA].[CASECODE] ON [DIA].[ActionID] = [DA].[DiaryID] ON [DA].[TrackReference] = [RES].[TrackReference] CROSS APPLY (SELECT CASE WHEN COUNT(1) = 0 THEN CONVERT(BIT, 0) ELSE CONVERT(BIT, 1) END AS [InDocFolder] FROM [dbo].[DocFolderDocuments] [DFD] WHERE [DFD].[TrackReference] = [DA].[TrackReference]) [IND] CROSS APPLY (SELECT CASE WHEN COUNT(1) = 0 THEN CONVERT(BIT, 0) ELSE CONVERT(BIT, 1) END AS [IsShared] FROM [dbo].[FileSharingDocuments] [FSD] INNER JOIN [dbo].[FileSharingMapping] [FSM] INNER JOIN [dbo].[FileSharingDocFolders] [FSDF] ON [FSDF].[DocFolderID] = [FSM].[FileSharingDocFoldersID] AND [FSDF].[Shared] = 1 ON [FSM].[id] = [FSD].[FileSharingMappingID] WHERE [FSD].[TrackReference] = [DA].[TrackReference]) [SHD] WHERE [RES].[id] >= @StartRow AND [RES].[id] <= @EndRow END ELSE IF ISNULL(@DocFolderID, 0) <> 0 BEGIN INSERT INTO @res ([ActionId], [TrackReference], [IMDocID], [IMClass], [DocClass], [Document], [DiaryDate], [DocumentDate], [EmailSent], [TYPE], [Attachments], [EMAIL], [EmailFrom], [EmailTo], [CurrentVersion], [IsInDocfolder], [IsShared], [UniqueId]) SELECT CONVERT(INT, [DA].[DIARYID]) AS [ActionID], CONVERT(INT, [DA].[TrackReference]) AS [TrackReference], CONVERT(VARCHAR(500), ISNULL([DX].[IMDocID], '')) AS [IMDocID], CONVERT(VARCHAR(20), ISNULL([DL].[IMClass], '')) AS [IMClass], CONVERT(VARCHAR(10), ISNULL([DA].[DocClass], '')) AS [DocClass], RTRIM(CONVERT(VARCHAR(2000), ISNULL([DA].[Document], ''))) AS [Document], CONVERT(DATETIME, [DIA].[DATE]) AS [DiaryDate], CONVERT(DATETIME, [DA].[DATEENTERED]) AS [DocumentDate], CONVERT(DATETIME, ISNULL([DIA].[TxmDate], [DIA].[Date])) AS [EMAILSENT], CONVERT(VARCHAR(20), UPPER(RTRIM(ISNULL([DA].[TYPE], '')))) AS [TYPE], CASE WHEN [DIA].[ATTACHMENTS] = 'Y' THEN 'Y' ELSE 'N' END AS [Attachments], CONVERT(VARCHAR(1), CASE WHEN RTRIM(ISNULL([DIA].[EMAIL], 'N')) = 'Y' THEN 'Y' ELSE 'N' END) AS [EMAIL], CONVERT(VARCHAR(200), RTRIM(ISNULL([DIA].[EMAILADDRESS], ''))) AS [EMAILFROM], RTRIM(ISNULL(CONVERT(VARCHAR(1000), [DIA].[ADDRESSTO]), '')) AS [EMAILTO], [DV].[CurrentVersion], CONVERT(BIT, 1),[SHD].[IsShared],[MAT].[uniqueid] FROM [dbo].[DocFolderDocuments] [DDC] INNER JOIN [dbo].[DiaryAttachments] [DA] INNER JOIN [dbo].[matters] [MAT] ON [DA].CASECODE = [MAT].Code INNER JOIN [dbo].[diary] [DIA] ON [DIA].[ACTIONID] = [DA].[DiaryID] ON [DA].[TrackReference] = [DDC].[TrackReference] CROSS APPLY (SELECT ISNULL(MAX([DAV].[Version]), 0) + 1 AS [CurrentVersion] FROM [dbo].[DiaryAttachmentVersioning] [DAV] WHERE TRACKREFERENCE = [DA].[TRACKREFERENCE]) [DV] CROSS APPLY (SELECT CASE WHEN COUNT(1) = 0 THEN CONVERT(BIT, 0) ELSE CONVERT(BIT, 1) END AS [IsShared] FROM [dbo].[FileSharingDocuments] [FSD] INNER JOIN [dbo].[FileSharingMapping] [FSM] INNER JOIN [dbo].[FileSharingDocFolders] [FSDF] ON [FSDF].[DocFolderID] = [FSM].[FileSharingDocFoldersID] AND [FSDF].[Shared] = 1 ON [FSM].[id] = [FSD].[FileSharingMappingID] AND [FSM].[FileSharingDocFoldersID] = @DocFolderID WHERE [FSD].[TrackReference] = [DA].[TrackReference]) [SHD] LEFT OUTER JOIN [dbo].[DAIMXRef] [DX] LEFT OUTER JOIN @IMDocTable [DL] ON [DL].[IMDocID] = [DX].[IMDocID] ON [DX].[TrackReference] = [DA].[TrackReference] WHERE [DDC].[DocFolderID] = @DocFolderID AND ( ( @SearchText = '' OR ([DA].FILEPATH LIKE '%' + @SearchText + '%') ) AND ( ISNULL(@FileType, '') = '' OR ([DA].[TYPE] IN (select FileType from @FileTypeList )) ) ) AND ( @OWASetting_HideImagesOnSelectingAttachments = 0 OR [dbo].[KAAS_FN_ISIMAGE_TYPE]([DA].[TYPE]) <> 1 ) ORDER BY [TrackReference] DESC END ELSE BEGIN INSERT INTO @res ([ActionId], [TrackReference], [IMDocID], [IMClass], [DocClass], [Document], [DiaryDate], [DocumentDate], [EmailSent], [TYPE], [Attachments], [EMAIL], [EmailFrom], [EmailTo], [CurrentVersion], [IsInDocFolder], [IsShared], [UniqueId]) SELECT CONVERT(INT, [DA].[DIARYID]) AS [ActionID], CONVERT(INT, [DA].[TrackReference]) AS [TrackReference], CONVERT(VARCHAR(500), ISNULL([DX].[IMDocID], '')) AS [IMDocID], CONVERT(VARCHAR(20), ISNULL([DL].[IMClass], '')) AS [IMClass], CONVERT(VARCHAR(10), ISNULL([DA].[DocClass], '')) AS [DocClass], RTRIM(CONVERT(VARCHAR(2000), ISNULL([DA].[Document], ''))) AS [Document], CONVERT(DATETIME, [DIA].[DATE]) AS [DiaryDate], CONVERT(DATETIME, [DA].[DATEENTERED]) AS [DocumentDate], CONVERT(DATETIME, ISNULL([DIA].[TxmDate], [DIA].[Date])) AS [EMAILSENT], CONVERT(VARCHAR(20), UPPER(RTRIM(ISNULL([DA].[TYPE], '')))) AS [TYPE], CASE WHEN [DIA].[ATTACHMENTS] = 'Y' THEN 'Y' ELSE 'N' END AS [Attachments], CONVERT(VARCHAR(1), CASE WHEN RTRIM(ISNULL([DIA].[EMAIL], 'N')) = 'Y' THEN 'Y' ELSE 'N' END) AS [EMAIL], CONVERT(VARCHAR(200), RTRIM(ISNULL([DIA].[EMAILADDRESS], ''))) AS [EMAILFROM], RTRIM(ISNULL(CONVERT(VARCHAR(1000), [DIA].[ADDRESSTO]), '')) AS [EMAILTO], [DV].[CurrentVersion], [IND].[InDocFolder], [SHD].[IsShared], [MAT].[uniqueid] FROM [dbo].[diary] [DIA] INNER JOIN [dbo].[DiaryAttachments] [DA] INNER JOIN [dbo].[matters] [MAT] ON [DA].CASECODE = [MAT].Code CROSS APPLY (SELECT CASE WHEN COUNT(1) = 0 THEN CONVERT(BIT, 0) ELSE CONVERT(BIT, 1) END AS [InDocFolder] FROM [dbo].[DocFolderDocuments] [DFD] WHERE [DFD].[TrackReference] = [DA].[TrackReference]) [IND] CROSS APPLY (SELECT CASE WHEN COUNT(1) = 0 THEN CONVERT(BIT, 0) ELSE CONVERT(BIT, 1) END AS [IsShared] FROM [dbo].[FileSharingDocuments] [FSD] INNER JOIN [dbo].[FileSharingMapping] [FSM] INNER JOIN [dbo].[FileSharingDocFolders] [FSDF] ON [FSDF].[DocFolderID] = [FSM].[FileSharingDocFoldersID] AND [FSDF].[Shared] = 1 ON [FSM].[id] = [FSD].[FileSharingMappingID] WHERE [FSD].[TrackReference] = [DA].[TrackReference]) [SHD] ON [DA].[DiaryID] = [DIA].[ActionID] CROSS APPLY (SELECT ISNULL(MAX([DAV].[Version]), 0) + 1 AS [CurrentVersion] FROM [dbo].[DiaryAttachmentVersioning] [DAV] WHERE TRACKREFERENCE = [DA].[TRACKREFERENCE]) [DV] LEFT OUTER JOIN [dbo].[DAIMXRef] [DX] LEFT OUTER JOIN @IMDocTable [DL] ON [DL].[IMDocID] = [DX].[IMDocID] ON [DX].[TrackReference] = [DA].[TrackReference] WHERE [DIA].[ACTIONID] = @ActionID AND ( ( @SearchText = '' OR ([DA].FILEPATH LIKE '%' + @SearchText + '%') ) AND ( ISNULL(@FileType, '') = '' OR ([DA].[TYPE] IN (select FileType from @FileTypeList )) ) AND ( @OWASetting_HideImagesOnSelectingAttachments = 0 OR [dbo].[KAAS_FN_ISIMAGE_TYPE]([DA].[TYPE]) <> 1 ) ) ORDER BY [TrackReference] DESC END INSERT INTO @classes ([KeyhouseClass], [IMClass], [ClassCode], [ClassDescription]) SELECT [CLS].[KeyhouseClass], [CLS].[IMClass], [CLS].[ClassCode], CASE WHEN [CLS].[KeyhouseClass] = 1 THEN RTRIM(ISNULL(DCL.[CLASSDESCRIPTION], '')) ELSE CASE WHEN [CLS].[ClassCode] = 'ATTNOTES' THEN 'Attendance Notes' WHEN [CLS].[ClassCode] = 'BILL' THEN 'Bill' WHEN [CLS].[ClassCode] = 'FAX' THEN 'Fax' WHEN [CLS].[ClassCode] = 'LEGAL' THEN 'Legal' WHEN [CLS].[ClassCode] = 'SCAN' THEN 'Scan' WHEN [CLS].[ClassCode] = 'COMPARE' THEN 'Compare Document' WHEN [CLS].[ClassCode] = 'DISCUSSION' THEN 'Discussion' WHEN [CLS].[ClassCode] = 'DOC' THEN 'Document' WHEN [CLS].[ClassCode] = 'E-MAIL' THEN 'E-Mail' WHEN [CLS].[ClassCode] = 'EVENT' THEN 'Event' WHEN [CLS].[ClassCode] = 'LETTER' THEN 'Letter' WHEN [CLS].[ClassCode] = 'MEMO' THEN 'Memo' WHEN [CLS].[ClassCode] = 'PAGE_ICON' THEN 'Page Icon' WHEN [CLS].[ClassCode] = 'TASK' THEN 'Task' WHEN [CLS].[ClassCode] = 'TEXT' THEN 'Text File' WHEN [CLS].[ClassCode] = 'WEBDOC' THEN 'InfoLink Web Page' ELSE ISNULL([CLS].[CLASSCODE], '') END END AS [ClassDescription] FROM (SELECT DISTINCT 1 AS [KeyhouseClass], 0 AS [IMClass], CONVERT(VARCHAR(20), [RES].[DocClass]) AS [ClassCode] FROM @res [RES] WHERE ISNULL([RES].[DocClass], '') <> '' UNION SELECT DISTINCT 0 AS [KeyhouseClass], 1 AS [IMClass], CONVERT(VARCHAR(20), [RES].[IMClass]) AS [ClassCode] FROM @res [RES] WHERE ISNULL([RES].[IMClass], '') <> '') [CLS] LEFT OUTER JOIN [dbo].[DocumentClasses] DCL ON [CLS].[KeyhouseClass] = 1 AND DCL.[CLASSCODE] = [CLS].[ClassCode] UPDATE [RES] SET [RES].[EMAIL] = CASE WHEN (ISNULL([RES].[EMAIL], '') = 'Y' AND [RES].[TrackReference] = [OMS].[TrackReference]) THEN 'Y' WHEN (ISNULL([RES].[TYPE], '') = 'MSG' AND [RES].[TrackReference] = [OMS].[TrackReference]) THEN 'Y' ELSE 'N' END, [RES].[Attachments] = CASE WHEN (ISNULL([RES].[EMAIL], '') = 'Y' AND [RES].[TrackReference] = [OMS].[TrackReference]) THEN [RES].[Attachments] WHEN (ISNULL([RES].[TYPE], '') = 'MSG' AND [RES].[TrackReference] = [OMS].[TrackReference]) THEN [RES].[Attachments] ELSE 'N' END FROM @res [RES] OUTER APPLY (SELECT TOP 1 [MST].[TrackReference] AS [TrackReference], [MST].[Type] AS [Type] FROM [dbo].[diaryattachments] [MST] WHERE [MST].[diaryid] = [RES].[ActionID] ORDER BY CASE WHEN [MST].TYPE = 'MSG' THEN 0 ELSE 1 END, [MST].[TrackReference]) [OMS] WHERE [RES].[id] >= @StartRow AND [RES].[id] <= @EndRow AND [RES].[ACTIONID] IS NOT NULL ;WITH DocumentTable AS( SELECT ROW_NUMBER() OVER(ORDER BY [id]) AS [RowNumber], [RES].[id], [RES].[DiaryDate], ISNULL([RES].[ActionID], 0) AS [ACTIONID], [RES].[DocumentDate], [RES].[IMDocID], [RES].[IMClass], [CLS].[ClassDescription] AS [DocumentClassDescription], [RES].[DocClass], [RES].[Document], ISNULL([RES].[TrackReference], 0) AS [TRACKREFERENCE], [RES].[TYPE] AS [TYPE], [RES].[Attachments] AS [Attachments], [RES].[EMAIL], RTRIM(ISNULL(CONVERT(VARCHAR(200), SUBSTRING(ISNULL([DIA].[EMAILADDRESS], [RES].[EMAILFROM]), 1, 200)), '')) AS [EMAILADDRESS], RTRIM(ISNULL(CONVERT(VARCHAR(1000), SUBSTRING(ISNULL([DIA].[ADDRESSTO], [RES].[EMAILTO]), 1, 1000)), '')) AS [ADDRESSTO], [RES].[EMAILSENT], RTRIM(ISNULL(CONVERT(VARCHAR(1000), SUBSTRING(RTRIM(ISNULL(CONVERT(VARCHAR(2000),[DIA].[SUBJECT]),'')), 1,1000)),'')) AS [SUBJECT], RTRIM(ISNULL(CONVERT(VARCHAR(120), SUBSTRING(RTRIM(ISNULL(CONVERT(VARCHAR(120), [DIA].[DisplayText]),'')),1,120)),'')) AS [ShortText], RTRIM(ISNULL([DAT].[NAME], '')) AS [NAME], 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([DIA].[PROCESSTYPE], '')) AS [PROCESSTYPE], RTRIM(ISNULL([DIA].[ACTIONTYPE], '')) AS [ACTIONTYPE], CASE WHEN [DIA].[ACTIONTYPE] = 'A' THEN 'Action' WHEN [DIA].[ACTIONTYPE] = 'N' THEN 'Note' WHEN [DIA].[ACTIONTYPE] = 'P' THEN 'Appointment' WHEN [DIA].[ACTIONTYPE] = 'R' THEN 'Reminder' WHEN [DIA].[ACTIONTYPE] = 'E' THEN 'Email' WHEN [DIA].[ACTIONTYPE] = 'T' THEN 'Phone Message' WHEN [DIA].[ACTIONTYPE] = 'D' THEN 'Dictation' WHEN [DIA].[ACTIONTYPE] = 'U' THEN 'Undertaking' WHEN [DIA].[ACTIONTYPE] = 'S' THEN 'Statute Date' WHEN [DIA].[ACTIONTYPE] = 'C' THEN 'Critical Date' WHEN [DIA].[ACTIONTYPE] = 'O' THEN 'Court Date' WHEN [DIA].[ACTIONTYPE] = 'M' THEN 'Scanned Post/Mail' WHEN RTRIM(ISNULL([DIA].[ACTIONTYPE], '')) = '' THEN CASE WHEN [RES].[EMAIL] = 'Y' THEN 'Email' WHEN [RES].[IMDocID] <> '' THEN 'IManage document' ELSE 'Unknown' END ELSE 'Action Type: ' + [DIA].[ACTIONTYPE] END AS [ActionTypeDescription], RTRIM(ISNULL([DAT].[SOURCE], CASE WHEN [DIA].[ACTIONID] IS NULL THEN 'IManage' ELSE '' END)) AS [DOCUMENTSOURCE], [RES].[CurrentVersion], [RES].[IsInDocFolder], [RES].[IsShared], [RES].[UniqueId] FROM @res [RES] LEFT OUTER JOIN [dbo].[DiaryAttachments] [DAT] INNER JOIN [dbo].[diary] [DIA] ON [DIA].[ACTIONID] = [DAT].[DIARYID] LEFT OUTER JOIN [dbo].[UNCAlias] [UNC] ON SUBSTRING([DAT].[FilePath], 2, 1) = ':' AND [UNC].[Drive] = SUBSTRING([DAT].[FilePath], 1, 1) ON [DAT].[TRACKREFERENCE] = [RES].[TrackReference] LEFT OUTER JOIN @classes [CLS] ON [CLS].[KeyhouseClass] = CASE WHEN ISNULL([RES].[DocClass], '') = '' THEN 0 ELSE 1 END AND [CLS].[IMClass] = CASE WHEN ISNULL([RES].[DocClass], '') = '' THEN 1 ELSE 0 END AND [CLS].[ClassCode] = CASE WHEN ISNULL([RES].[DocClass], '') = '' THEN [RES].[IMClass] ELSE [RES].[DocClass] END )SELECT * FROM DocumentTable WHERE DocumentTable.[RowNumber] BETWEEN @StartRow AND @EndRow ORDER BY 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 'Document' THEN [Document] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'Document' THEN [Document] END END DESC, CASE WHEN @SortDirection = 'ASC' THEN CASE @SortColumn WHEN 'DocumentClassDescription' THEN [DocumentClassDescription] END END, CASE WHEN @SortDirection = 'DESC' THEN CASE @SortColumn WHEN 'DocumentClassDescription' THEN [DocumentClassDescription] END END DESC OPTION (KEEPFIXED PLAN) --2018-02-26 END SELECT COUNT(*) AS [TotalRecord] FROM @res [RES] --bit confused, what the below commented statement do? no harm, since its commented. :-) --BEGIN -- DECLARE @WKCODE CHAR(4) -- DECLARE @MatterCode VARCHAR(20) -- DECLARE @folderid INT -- DECLARE @UseDocFolders VARCHAR(10) -- SELECT TOP 1 -- @UseDocFolders = CONVERT(VARCHAR(10), [KeyValue]) -- FROM [dbo].[Settings] [SET] -- WHERE [SET].[KeyName] = 'UseDocFolders' -- SET @UseDocFolders = CASE WHEN ISNULL(@UseDocFolders, '') = 'True' THEN 'True' ELSE 'False' END -- IF @UseDocFolders = 'False' -- BEGIN -- -- Dummy statement -- SELECT TOP 0 -- CONVERT(INT, 0) AS [id], -- CONVERT(INT, 0) AS [parent], -- CONVERT(VARCHAR(500), '') AS [foldername], -- CONVERT(INT, 0) AS [foldericon] -- RETURN -- END -- SELECT TOP 1 -- @MatterCode = [SM].[CODE], -- @WKCODE = [TMP].[WKCODE] -- FROM [dbo].[SearchMatters] SM -- INNER JOIN [dbo].[CaseMaster] CSM -- ON [CSM].[CSCODE] = SM.[Code] -- LEFT OUTER JOIN [dbo].[Templates] [TMP] -- ON [TMP].[WKCODE] = [CSM].[CSWKTCODE] -- WHERE [CSM].[CSCODE] = @matter -- IF @MatterCode IS NULL -- BEGIN -- -- Dummy statement -- SELECT TOP 0 -- CONVERT(INT, 0) AS [id], -- CONVERT(INT, 0) AS [parent], -- CONVERT(VARCHAR(500), '') AS [foldername], -- CONVERT(INT, 0) AS [foldericon] -- RETURN -- END -- SELECT TOP 1 -- @folderid = MDF.[DocFolderID] -- FROM [dbo].[MatterDocFolders] MDF -- WHERE [MDF].[MatterCode] = @MatterCode -- IF @folderid IS NULL -- BEGIN -- DECLARE @DefaultRootFolderName VARCHAR(500) -- SELECT @DefaultRootFolderName = CONVERT(VARCHAR(500), [SET].[KeyValue]) -- FROM [dbo].[Settings] [SET] -- WHERE [SET].[KeyName] = 'DocFolderDefaultRootName' -- SET @DefaultRootFolderName = RTRIM(ISNULL(@DefaultRootFolderName, 'Documents')) -- IF @WKCODE IS NULL -- BEGIN -- EXEC @folderid = [dbo].[KAAS_SaveDocFolderTree] '' -- UPDATE [DF] -- SET [DF].[foldername] = @DefaultRootFolderName -- FROM [dbo].[DocFolders] [DF] -- WHERE [DF].[id] = @folderid -- END -- ELSE -- BEGIN -- SELECT TOP 1 -- @folderid = CDF.[DocFolderID] -- FROM [dbo].[CasePlanDocFolders] CDF -- WHERE [CDF].[WKCode] = @WKCODE -- IF @folderid IS NULL -- BEGIN -- EXEC @folderid = [dbo].[KAAS_SaveDocFolderTree] '' --UPDATE [DF] -- SET [DF].[foldername] = @DefaultRootFolderName -- FROM [dbo].[DocFolders] [DF] -- WHERE [DF].[id] = @folderid -- INSERT -- INTO [dbo].[CasePlanDocFolders] -- ([WKCode], -- [DocFolderID]) -- SELECT @WKCODE, -- @folderid -- END -- DECLARE @DUP TABLE -- ([id] INT) -- INSERT INTO @DUP -- EXEC @folderid = [dbo].[KAAS_DuplicateDocFolderTree] @folderid -- END -- INSERT -- INTO [dbo].[MatterDocFolders] -- ([MatterCode], -- [DocFolderID]) -- SELECT @MatterCode, -- @folderid -- END IF ISNULL(@DocFolderID, 0) <> 0 BEGIN SELECT * FROM [dbo].[KAAS_FN_GetDocFolders](@matter, @DocFolderID, 1, 1) WHERE parent <> -1 END ELSE BEGIN SELECT TOP 0 CONVERT(INT, 0) AS [seq], CONVERT(INT, 0) AS [id], CONVERT(INT, 0) AS [parent], CONVERT(VARCHAR(500), '') AS [foldername], CONVERT(INT, 0) AS [foldericon], CONVERT(VARBINARY(MAX), NULL) AS [folderimage], CONVERT(BIT, 0) AS [foldershared], CONVERT(BIT, 0) AS [folderisours], CONVERT(INT, 0) AS [documentcount] END END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_PauseDayBookEntry' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_PauseDayBookEntry] END GO CREATE PROCEDURE [dbo].[KAAS_PauseDayBookEntry] (@RecordID INT) AS /******************************************************************************************************* * Sets a Daybook Entry's Stopwatch status to 1 * * * * Stored Procedure Name : [dbo].[KAAS_PauseDayBookEntry] * * Copied from : [dbo].[ky_NETSPPauseDayBookEntry] * * * * Modification History : * * 2019-04-12 Vinodhan K Created * *******************************************************************************************************/ BEGIN UPDATE [TDB] SET [TDB].[StopwatchStatus] = 1 FROM [dbo].[TimeDayBook] [TDB] WHERE [TDB].[RecordID] = @RecordID END GO IF EXISTS (SELECT TOP 1 1 FROM sys.objects WHERE object_id = OBJECT_ID(N'[dbo].[KAAS_RemoveMatterLedgerComment]') AND type in (N'P', N'PC')) BEGIN DROP PROCEDURE [dbo].[KAAS_RemoveMatterLedgerComment] END GO CREATE PROCEDURE [dbo].[KAAS_RemoveMatterLedgerComment] ( @LREF INT) AS /******************************************************************************************************* * It is used to remove a matter ledger comment. * * * * Stored Procedure Name : [dbo].[KAAS_RemoveMatterLedgerComment] * * Copied from : [dbo].[ky_NETRemoveMatterLedgerComment] * * * * Modification History : * * 2019-06-27 Vinodhan K Created * * 2019-06-28 Vinodhan K Searching, Paging and Sorting functionality added * *******************************************************************************************************/ BEGIN DECLARE @SQL NVARCHAR(MAX) IF [dbo].[ISSAM4]() = 0 BEGIN SET @SQL = ' DELETE MTL FROM [dbo].[MatterLedger] AS MTL WHERE MTL.[LREF] = @LREF' END ELSE BEGIN SET @SQL = ' DELETE TRN FROM [dbo].[Transactions] AS TRN WHERE TRN.[XnID] = @LREF AND TRN.[XnType] = ''C'' AND TRN.[TypeCode] = ''Comment''' END EXEC sp_executesql @SQL, N'@LREF INT', @LREF = @LREF END GO IF OBJECT_ID(N'KAAS_RenameDocument',N'P')IS NOT NULL DROP PROCEDURE KAAS_RenameDocument GO CREATE PROCEDURE KAAS_RenameDocument ( @FilePath NVARCHAR(255), @FileName NVARCHAR(255) ) AS BEGIN SET NOCOUNT ON DECLARE @strUNCFileName VARCHAR(500) DECLARE @command NVARCHAR(255) SET @strUNCFileName = @FilePath --This part here, is used to check and convert with unc alias valid path. 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 --here, we used to rename the document. SET @command = 'ren "' +@strUNCFileName + '" "'+ @FileName +'"' EXEC xp_cmdshell @command exec xp_cmdshell 'whoami' SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_ReorderCaseContact' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_ReorderCaseContact] END GO CREATE PROCEDURE [dbo].[KAAS_ReorderCaseContact] (@CaseCode VARCHAR(20), @CONTYPE VARCHAR(12), @CONNUM SMALLINT, @NEWCONNUM SMALLINT) AS /***************************************************************************************** * * Stored Procedure name : KAAS_ReorderCaseContact * Copied From : [dbo].[ky_NETSPReorderCaseContact] * * Moves the specified contact so that it will become the one with CONNUM @NEWCONNUM, * by moving everything that currently has that CONNUM or higher one up, * and then changing the CONNUM of the selected item to the new value. Finally, it then * resequences the CONNUM value to ensure they CONNUMs remain contiguous. * * Modification History * Pino Carafa 2016-01-11 Created * Vinodhan 2019-07-29 Created KAAS_ReorderCaseContact * *****************************************************************************************/ BEGIN DECLARE @NEW TABLE ([ID] INT IDENTITY(1, 1), [CONNUM] SMALLINT) -- move the one that needs to be moved out of the way. UPDATE CC SET CC.[CONNUM] = 0 FROM [dbo].[CaseContacts] CC WHERE CC.[CASECODE] = @CaseCode AND CC.[CONTYPE] = @CONTYPE AND CC.[CONNUM] = @CONNUM -- move all the ones that will end up after the one that needs to be moved one space up, thus -- ensuring that the @NEWCONNUM value is free UPDATE CC SET CC.[CONNUM] = CC.[CONNUM] + 1 FROM [dbo].[CaseContacts] CC WHERE CC.[CASECODE] = @CaseCode AND CC.[CONTYPE] = @CONTYPE AND CC.[CONNUM] >= @NEWCONNUM -- go back to the one that was moved out of the way, and give it @NEWCONNUM UPDATE CC SET CC.[CONNUM] = @NEWCONNUM FROM [dbo].[CaseContacts] CC WHERE CC.[CASECODE] = @CaseCode AND CC.[CONTYPE] = @CONTYPE AND CC.[CONNUM] = 0 -- List them all in sequence, which may now contain gaps INSERT INTO @NEW ([CONNUM]) SELECT CC.[CONNUM] FROM [dbo].[CaseContacts] CC WHERE CC.[CASECODE] = @CaseCode AND CC.[CONTYPE] = @CONTYPE ORDER BY CC.[CONNUM] -- But by replacing [CONNUM] with the Identity column value -- we now ensure that we're back to a contiguous order. UPDATE CC SET CC.[CONNUM] = NW.[ID] FROM @NEW NW INNER JOIN [dbo].[CaseContacts] CC ON CC.[CASECODE] = @CaseCode AND CC.[CONTYPE] = @CONTYPE AND CC.[CONNUM] = NW.[CONNUM] SELECT NW.[ID] AS [ActualConNum] FROM @NEW NW WHERE NW.[CONNUM] = @NEWCONNUM END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = 'KAAS_ReseedActionID' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_ReseedActionID] END GO CREATE PROCEDURE [dbo].[KAAS_ReseedActionID] AS /******************************************************************************************************* * Dummy Procedure in preparation for the use of the DiarySeed table * * * * Stored Procedure Name : [dbo].[KAAS_ReseedActionID] * * Copied from : [dbo].[ky_NETReseedActionID] * * * * Modification History : * * 2019-04-11 Vinodhan K Created * *******************************************************************************************************/ BEGIN RETURN END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_RestartDayBookEntry' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_RestartDayBookEntry] END GO CREATE PROCEDURE [dbo].[KAAS_RestartDayBookEntry] (@RecordID INT) AS /******************************************************************************************************* * Resets a Day Book's Stopwatch status to 0 * * Note: In order for this to work, the Fee Earner must NOT have other Daybook Entries with status 0 * * * * Stored Procedure Name : [dbo].[KAAS_RestartDayBookEntry] * * Copied from : [dbo].[ky_NETSPRestartDayBookEntry] * * * * Modification History : * * 2019-04-12 Vinodhan K Created * *******************************************************************************************************/ BEGIN DECLARE @FeeEarn VARCHAR(10) SELECT @FeeEarn = [TDB].[FeeEarn] FROM [dbo].[TimeDayBook] [TDB] WHERE [TDB].[RecordID] = @RecordID IF @FeeEarn IS NOT NULL IF NOT EXISTS (SELECT TOP 1 1 FROM [dbo].[TimeDayBook] [TDB] WHERE [TDB].[FeeEarn] = @FeeEarn AND [TDB].[RecordID] <> @RecordID AND [TDB].[StopwatchStatus] = 0) BEGIN UPDATE [TDB] SET [TDB].[StopwatchStatus] = 0 FROM [dbo].[TimeDayBook] [TDB] WHERE [TDB].[RecordID] = @RecordID SELECT CONVERT(INT, 0) AS [NewStopwatchStatus] RETURN END SELECT CONVERT(INT, 1) AS [NewStopwatchStatus] END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_RevenueInsertintoDiary' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_RevenueInsertintoDiary] END GO CREATE PROCEDURE [dbo].[KAAS_RevenueInsertintoDiary] (@CASECODE VARCHAR(20), @value VARCHAR(100), @principal VARCHAR(100), @interest VARCHAR(100), @From VARCHAR(100)='', @DebtDescription VARCHAR(MAX), @TimeEntryId INT, @LoginCode VARCHAR(30)) AS /******************************************************************************************************* * This Procedure is used to insert a Dairy Action whenever changes are made in debt details * * or while allocating payment in Debt Ledger. * * * * Stored Procedure Name : [dbo].[KAAS_RevenueInsertintoDiary] * * Copied from : [dbo].[ky_NETRevenueInsertintoDiary2] in KY_NETRevenueInsertintoDiary * * * * Modification History: * * 2019-04-26 Vinodhan K Created * *******************************************************************************************************/ BEGIN DECLARE @ActionId AS BIGINT DECLARE @Subject AS VARCHAR(500) DECLARE @ActionCode AS VARCHAR(15) DECLARE @FnCode AS VARCHAR(10) DECLARE @TeamCode AS VARCHAR(10) EXEC @ActionId = [dbo].[ky_NETGetNextActionID] DECLARE @TimeConvert INT SET @TimeConvert = dbo.ky_ConvertTimeToClarion(GETDATE()) SET @Principal =(SELECT CAST(@Principal AS NUMERIC(18,2))) SET @interest =(SELECT CAST(@interest AS NUMERIC(18,2))) SELECT @FnCode = ISNULL([HAN].[Code], ''), @TeamCode = ISNULL([HAN].[Team], '') FROM [dbo].[Handlers] AS [HAN] WHERE [HAN].[Code] = @LoginCode DECLARE @Text1 AS VARCHAR(5000) IF @From ='AddDebtDetails' BEGIN SET @Text1 = 'Manual Amendment.' + CHAR(13) + 'Sequence No: ' + @Value + CHAR(13) + 'New Tax Amount: ' + CONVERT(VARCHAR(100), @Principal) + CHAR(13) + 'New Interest Amount: ' + CONVERT(VARCHAR(100), @interest ) SET @ActionCode ='R004' SET @Subject ='Manual Debt Breakdown Amendment' END ELSE IF @From = 'Cost' BEGIN SELECT @Text1 = 'Cost added: ' + LTRIM(RTRIM(@DebtDescription)) + CHAR(13) + 'Amount: ' + LTRIM(RTRIM(@Value)), @ActionCode = 'C01', @Subject = 'Cost added: ' + LTRIM(RTRIM(@DebtDescription)) END ELSE BEGIN SET @Text1 = CASE WHEN @From='Direct Payment' THEN 'Direct Payment' + CHAR(13) WHEN @From ='Credit' THEN 'Credit' + CHAR(13) WHEN @From ='Set off' THEN 'Set off' + CHAR(13) ELSE 'Payment Received From Tax Payer' + CHAR(13) END SET @Text1 = @Text1 + 'Amount:' + @Value + CHAR(13) + 'Tax:' + CONVERT(VARCHAR(100), @Principal) + CHAR(13) + 'Interest:' + CONVERT(VARCHAR(100), @interest ) SET @ActionCode ='O01' SET @Subject ='Payment received' END DECLARE @DisplaytextValue VARCHAR(220) SET @DisplaytextValue = [dbo].[KAAS_FN_RemoveSpuriousWhitespace](ISNULL(CONVERT(VARCHAR(MAX), @Text1), ''), 200) INSERT INTO [dbo].[Diary] ([CASECODE], [DATE], [STATUS], [ACTIONCODE], [ACTIONSTATUS], [ACTIONTYPE], [PROCESSTYPE], [FNCODE], [TEAMCODE], [TEXT1], [TEXT2], [DELEGATEDFNR], [DELEGATEDDATE], [DELEGATEDBACKDATE], [DEFERRED], [DUEDATE], [PUBLISH], [DYSTARTTIME], [DYENDTIME], [DURATION], [ACTIONID], [ORGINALACTIONID], [PRIORITY], [HIGHLIGHTED], [MILESTEONETYPE], [ATTACHMENTS], [PROCESSSTATUS], [WORKPROCESS], [BILLABLE], [BILLDESCRIPTION], [EMAILADDRESS], [ADDRESSTO], [CCTo], [BCCTo], [EMAIL], [SUBJECT], [DELEGATIONSTATUS], [DRAFTBILLNO], [CHEQUEREQNO], [TxmSent], [Location], [HearingType], [ForCopy], [TxmDate], [TxmSeqNo], [DisplayText], [Flag]) VALUES(@CASECODE, GETDATE(), 1, @ACTIONCODE, 'NA', 'A', 'I', @FNCODE, @TEAMCODE, @TEXT1 , @DebtDescription, null, null, null, null, GETDATE(), 'N', @TIMECONVERT, @TIMECONVERT, 0, @ACTIONID, @ACTIONID, 'N', null, null, null, 0, 0, 0, null, null, null, null, null, null, @Subject, 0, 0, 0, 0, null, 'Not Applicable', null, null, 0, @DisplaytextValue, 0) INSERT INTO [dbo].[DiaryDelegations] ([ACTIONID], [HANDLER], [TEAM], [DATE], [TIME], [DATER], [TIMER], [DUEDATE], [DUETIME], [REVIEW], [STATUS], [OWNER], [DELEGATE], [DELEGATESTATUS], [ActionType], [FromHandler], [ReturnedBy], [DelType]) VALUES(@ACTIONID, @FNCODE, @TEAMCODE, GETDATE(), @TIMECONVERT, null, @TIMECONVERT, GETDATE(), @TIMECONVERT, null, 1, 'Y', @FNCODE, 0, null, @FNCODE, null, 'Created') UPDATE [TIE] SET [TIE].[ActionID] = @ActionID FROM [dbo].[TimeEntry] [TIE] WHERE [TIE].[RecordID] = @TimeEntryId END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_SaveAssociateUDF' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_SaveAssociateUDF] END GO CREATE PROCEDURE [dbo].[KAAS_SaveAssociateUDF] (@NAMECODE VARCHAR(20), @FILEPREFIX VARCHAR(100), @FIELDNAME VARCHAR(100), @Result INT OUTPUT) AS /************************************************************************************************************* * * * Stored Procedure Name : KAAS_SaveAssociateUDF * * Copied From : [dbo].[ky_NETSaveAssociateUDF] * * * * Adds a UDF to an associate * * * * Compatibility information - PLEASE update older versions if necessary to ensure the compatible software * * remains fully functional * * ***************************************************************************************************** * * * * * * * Supersedes: - * * * * First compatible version: 5.6.3.5 * * * * Last compatible software version: - * * * * Superseded by: - * * * * * * * ***************************************************************************************************** * * * * Modification History * * 2019-01-15 John Ginnane KEYD-5645 - Created * * 2019-02-05 Pino Carafa Added the Default Value * * 2019-02-06 Pino Carafa Cater for longer date formats * * 2019-02-07 Pino Carafa A blank default date should result in a NULL Datevalue, not 01 JAN 1900 * * * * 2019-07-27 Vinodhan K Created KAAS_SaveAssociateUDF * *************************************************************************************************************/ BEGIN SET NOCOUNT ON IF NOT EXISTS (SELECT TOP 1 1 FROM [dbo].[AssociateUDF] AS AUD WHERE AUD.[NameCode] = @NAMECODE AND RTRIM(ISNULL(AUD.[FilePrefix], '')) = @FILEPREFIX AND RTRIM(ISNULL(AUD.[FieldName], '')) = @FIELDNAME) BEGIN 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] = 'AUD:' 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].[KAAS_FN_SUFFormat](@INITIALVALUE, @INITIALFORMAT) IF RTRIM(ISNULL(@INITIALVALUE, '')) <> '' BEGIN SET @INITIALDATE = CONVERT(DATETIME, [dbo].[KAAS_FN_SUFFormat](@INITIALVALUE, '@D8')) END END TRY BEGIN CATCH END CATCH END END SET @INITIALNUMERICVALUE = ISNULL(@INITIALNUMERICVALUE, 0) INSERT INTO [dbo].[AssociateUDF] ([NameCode], [FilePrefix], [FieldName], [TextValue], [DateValue], [NumberValue]) VALUES(RTRIM(@NAMECODE), @FILEPREFIX, RTRIM(@FIELDNAME), @INITIALVALUE, @INITIALDATE, @INITIALNUMERICVALUE) SET @Result = 1 END ELSE BEGIN SET @Result = 0 END SET NOCOUNT OFF END GO IF OBJECT_ID(N'[KAAS_SaveBankChangesLog]',N'P')IS NOT NULL DROP PROCEDURE [KAAS_SaveBankChangesLog] GO CREATE PROCEDURE [KAAS_SaveBankChangesLog] (@Logon VARCHAR(20), @Table VARCHAR(20), @Code VARCHAR(20), @Description VARCHAR(500)) AS /******************************************************************************************************* Stored Procedure name : KAAS_SaveBankChangesLog Copied From : ky_NETSaveBankChangesLog This stored procedure is used to Insert the log of the changes made in Bank details of clients Modification History * * 2019-07-31 Vinodhan K Created KAAS_SaveBankChangesLog * *******************************************************************************************************/ BEGIN SET NOCOUNT ON INSERT INTO [dbo].EFTTableChangeLog ([Logon], [TableName], [Code], [Description], [Date]) VALUES(@Logon, @Table, @Code, @Description, GETDATE()) SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_SaveDATHash' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_SaveDATHash] END GO CREATE PROCEDURE [dbo].[KAAS_SaveDATHash] (@TrackReference INT, @HASH VARCHAR(32), @SENT VARCHAR(17)) AS /******************************************************************************************************* * Saves a Subject + Body "Hash" of an outlook message, so that the message can be retrieved even * * when Outlook fails to determine the Sender's SMTP Address from a .msg file * * * * Stored Procedure Name : [dbo].[KAAS_SaveDATHash] * * Copied from : [dbo].[ky_NETSPSaveDATHash] * * * * Modification History: * * 2019-04-26 Vinodhan K Created * *******************************************************************************************************/ BEGIN INSERT INTO [dbo].[MessageHashXRef] ([Hash], [Sent], [TrackReference]) VALUES(@HASH, @SENT, @TrackReference) END GO IF NOT((SELECT SERVERPROPERTY('Edition') AS [Edition]) = 'SQL Azure') BEGIN IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_SaveDiaryAttachement' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_SaveDiaryAttachement] END DECLARE @NCOMMAND NVARCHAR(MAX) SET @NCOMMAND = N'CREATE PROCEDURE [dbo].[KAAS_SaveDiaryAttachement] ( @FilePath VARCHAR(1000), @FileName VARCHAR(1000), @FileData VARBINARY(MAX), @Result INT OUTPUT ) AS /******************************************************************************************************* * To save the attachment to the physical path * * * * Stored Procedure Name : [dbo].[KAAS_SaveDiaryAttachement] * * * * Modification History : * * 2019-04-12 Vinodhan K Created * *******************************************************************************************************/ BEGIN DECLARE @FullPath NVARCHAR (2000); SET @FullPath = @FilePath + @FileName; DECLARE @Obj INT; SET NOCOUNT ON BEGIN TRY DECLARE @IsFolderExist AS INT DECLARE @FileResult TABLE ( IsFileExist INT, IsFileDirectory INT, IsParentDirectoryExist INT ) INSERT INTO @FileResult ( IsFileExist, IsFileDirectory, IsParentDirectoryExist ) EXECUTE XP_FILEEXIST @FilePath SELECT @IsFolderExist = IsFileDirectory FROM @FileResult --Script to create directory IF(@IsFolderExist = 0) BEGIN EXECUTE XP_CREATE_SUBDIR @FilePath INSERT INTO @FileResult ( IsFileExist, IsFileDirectory, IsParentDirectoryExist ) EXECUTE XP_FILEEXIST @FilePath SELECT @IsFolderExist = IsFileDirectory FROM @FileResult END IF(@IsFolderExist = 1) BEGIN EXEC SP_OACREATE ''ADODB.Stream'' ,@Obj OUTPUT; EXEC SP_OASETPROPERTY @Obj ,''Type'',1; EXEC SP_OAMETHOD @Obj,''Open''; EXEC SP_OAMETHOD @Obj,''Write'', NULL, @FileData; EXEC SP_OAMETHOD @Obj,''SaveToFile'', NULL, @FullPath, 2; EXEC SP_OAMETHOD @Obj,''Close''; EXEC SP_OADESTROY @Obj; SELECT @Result = 1; RETURN; END ELSE BEGIN SELECT @Result = 0; RETURN; END END TRY BEGIN CATCH EXEC SP_OADESTROY @Obj; SELECT @Result = 1; RETURN; END CATCH SET NOCOUNT OFF END' EXECUTE SP_EXECUTESQL @NCOMMAND END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_SaveDocFolderTree' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_SaveDocFolderTree] END GO CREATE PROCEDURE [dbo].[KAAS_SaveDocFolderTree] (@folderxml NVARCHAR(MAX)) AS /******************************************************************************************************* * Saves the changes to a folder tree * * * * Stored Procedure Name : [dbo].[KAAS_SaveDocFolderTree] * * Copied from : [dbo].[ky_NETSPSaveDocFolderTree] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN DECLARE @iSL INT DECLARE @MAX INT DECLARE @data TABLE ([seq] INT IDENTITY(1, 1) NOT NULL PRIMARY KEY, [id] INT NOT NULL, [parent] INT NOT NULL, [foldername] VARCHAR(500) NOT NULL, [foldericon] INT NOT NULL, [newfolder] BIT NOT NULL, [deletefolder] BIT NOT NULL) BEGIN TRY EXEC sp_xml_preparedocument @iSL OUTPUT, @folderxml END TRY BEGIN CATCH EXEC sp_xml_preparedocument @iSL OUTPUT, N'' END CATCH INSERT INTO @data ([id], [parent], [foldername], [foldericon], [newfolder], [deletefolder]) SELECT SRC.[id], SRC.[parent], SRC.[foldername], ISNULL(SRC.[foldericon], 1), SRC.[newfolder], SRC.[deletefolder] FROM OPENXML(@iSL, N'folders/folder') WITH ([id] INT '@id', [parent] INT '@parent', [foldername] VARCHAR(500) '@foldername', [foldericon] INT '@foldericon', [newfolder] BIT '@newfolder', [deletefolder] BIT '@deletefolder') SRC EXEC sp_xml_removedocument @iSL SELECT @MAX = ISNULL(MAX([DF].[id]), 0) FROM [dbo].[DocFolders] [DF] DECLARE @new TABLE ([seq] INT IDENTITY(1, 1) NOT NULL PRIMARY KEY, [oldid] INT NOT NULL UNIQUE NONCLUSTERED, [newid] INT NOT NULL) INSERT INTO @new ([oldid], [newid]) SELECT [DT].[id], 0 FROM @data [DT] WHERE [DT].[newfolder] = 1 UPDATE [nw] SET [nw].[newid] = @MAX + [nw].[seq] FROM @new [NW] SET IDENTITY_INSERT [dbo].[DocFolders] ON INSERT INTO [dbo].[DocFolders] ([id], [foldername], [parent], [foldericon]) SELECT [nw].[newid] AS [id], [dt].[foldername] AS [foldername], CASE ISNULL([pr].[newid], 0) WHEN 0 THEN CASE ISNULL([dt].[parent], 0) WHEN 0 THEN NULL ELSE [dt].[parent] END ELSE [pr].[newid] END AS [parent], [dt].[foldericon] FROM @data [dt] INNER JOIN @new [nw] ON [nw].[oldid] = [dt].[id] LEFT OUTER JOIN @new [pr] ON [pr].[oldid] = [dt].[parent] SET IDENTITY_INSERT [dbo].[DocFolders] OFF SELECT @MAX = ISNULL(MAX([DF].[id]), 0) + 1 FROM [dbo].[DocFolders] [DF] DBCC CHECKIDENT('DocFolders', RESEED, @MAX) DELETE [DF] FROM @data [dt] INNER JOIN [dbo].[DocFolders] [DF] ON [DF].[id] = [dt].[id] WHERE [dt].[deletefolder] = 1 UPDATE [DF] SET [DF].[foldername] = [dt].[foldername], [DF].[parent] = CASE ISNULL([dt].[parent], 0) WHEN 0 THEN NULL ELSE [dt].[parent] END, [DF].[foldericon] = [dt].[foldericon] FROM @data [dt] INNER JOIN [dbo].[DocFolders] [DF] ON [DF].[id] = [dt].[id] WHERE [dt].[deletefolder] = 0 AND [dt].[newfolder] = 0 DECLARE @newid INT SELECT TOP 1 @newid = ISNULL([nw].[newid], dt.[id]) FROM @data [dt] LEFT OUTER JOIN @new [nw] ON [nw].[oldid] = [dt].[id] SELECT @newid [id] RETURN @newid END GO IF OBJECT_ID(N'[KAAS_SaveRateChangesLog]',N'P')IS NOT NULL DROP PROCEDURE [KAAS_SaveRateChangesLog] GO CREATE PROCEDURE [KAAS_SaveRateChangesLog] (@User VARCHAR(8), @Event VARCHAR(300), @FromWhere VARCHAR(100), @AffectedTo VARCHAR(50)) AS /******************************************************************************************************* * This stored procedure is used to log the rate changes. * * * * Stored Procedure Name : [dbo].[KAAS_SaveRateChangesLog] * * Copied from : [dbo].[ky_NETSaveRateChangesLog] * * * * Modification History : * * 2019-04-13 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON IF @FromWhere = 'Maintain Tasks' BEGIN INSERT INTO RATECHANGESLOG ([USER], [EVENT], [FROMWHERE], [UPDATEDDATE], [AFFECTEDTO]) SELECT @USER, ITEM, @FROMWHERE, GETDATE(), @AffectedTo FROM DBO.KAAS_FN_SPLITSTRING(@EVENT,',') END ELSE BEGIN INSERT INTO RateChangesLog ([User], [Event], [FromWhere], [UpdatedDate], [AffectedTo]) VALUES (@User, @Event, @FromWhere, GETDATE(), @AffectedTo) END SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_ScalarXMLDiaryDelegation',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_ScalarXMLDiaryDelegation] GO CREATE PROCEDURE [dbo].[KAAS_ScalarXMLDiaryDelegation] (@DEL VARCHAR(MAX)) AS /******************************************************************************************************* * * * * * Stored Procedure Name : [dbo].[KAAS_ScalarXMLDiaryDelegation] * * Copied from : [dbo].[ky_NETSPScalarXMLDiaryDelegation] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN /* example */ DECLARE @ACTIONID INT DECLARE @HANDLER VARCHAR(10) DECLARE @TEAM VARCHAR(10) DECLARE @DATE DATETIME DECLARE @TIME DATETIME DECLARE @DATER DATETIME DECLARE @TIMER DATETIME DECLARE @DUEDATE DATETIME DECLARE @DUETIME DATETIME DECLARE @REVIEW VARCHAR(1) DECLARE @STATUS SMALLINT DECLARE @OWNER VARCHAR(1) DECLARE @DELEGATE VARCHAR(10) DECLARE @DELEGATESTATUS SMALLINT DECLARE @ActionType VARCHAR(1) DECLARE @FromHandler VARCHAR(10) DECLARE @ReturnedBy VARCHAR(10) DECLARE @DelType VARCHAR(15) DECLARE @CRRUSER VARCHAR(10) DECLARE @CURRENTOWNER VARCHAR(10) DECLARE @DIARYSTATUS INT DECLARE @iSL INT BEGIN TRY EXEC sp_xml_preparedocument @iSL OUTPUT, @DEL END TRY BEGIN CATCH EXEC sp_xml_preparedocument @iSL OUTPUT, N'' END CATCH SELECT @ActionID = [DEL].[ACTIONID], @Handler = [DEL].[HANDLER], @Team = [DEL].[TEAM], @Date = [DEL].[DATE], @Time = [DEL].[TIME], @Dater = [DEL].[DATER], @Timer = [DEL].[TIMER], @DueDate = ISNULL([DEL].[DUEDATE], [DIA].[DUEDATE]), @DueTime = ISNULL([DEL].[DUETIME], [DIA].[DUEDATE]), @Review = CASE [DEL].[REVIEW] WHEN NULL THEN NULL WHEN 'N' THEN 'N' WHEN '' THEN '' WHEN ' ' THEN '' WHEN 'Y' THEN 'Y' ELSE NULL END, @Status = ISNULL([DEL].[STATUS], 0), @Owner = CASE WHEN ISNULL([DEL].[OWNER], 'N') = 'Y' THEN 'Y' ELSE 'N' END, @Delegate = [DEL].[DELEGATE], @DelegateStatus = CASE ISNULL([DEL].[DELEGATESTATUS], 0) WHEN 1 THEN 1 WHEN 2 THEN 2 ELSE 0 END, @ActionType = ISNULL([DEL].[ACTIONTYPE], [DIA].[ACTIONTYPE]), @FromHandler = ISNULL(ISNULL([DEL].[FROMHANDLER], CDL.[HANDLER]), [DIA].[FNCODE]), @ReturnedBy = [DEL].[RETURNEDBY], @DelType = CASE WHEN [DEL].[DELTYPE] IS NULL THEN NULL WHEN [DEL].[DELTYPE] = 'Completed' THEN 'Completed' WHEN [DEL].[DELTYPE] = 'Created' THEN 'Created' WHEN [DEL].[DELTYPE] = 'Delegated' THEN 'Delegated' WHEN [DEL].[DELTYPE] = 'Processed' THEN 'Processed' WHEN [DEL].[DELTYPE] = 'Released' THEN 'Released' WHEN [DEL].[DELTYPE] = 'Returned' THEN 'Returned' ELSE 'Delegated' END, @CRRUSER = [DEL].[CRRUSER], @CURRENTOWNER = ISNULL([CDL].[HANDLER], ''), @DIARYSTATUS = CASE WHEN ISNULL([DIA].[STATUS], 0) = 1 THEN 1 ELSE 0 END FROM OPENXML(@iSL, N'del') WITH ([ACTIONID] INT '@actionid', [HANDLER] VARCHAR(10) '@handler', [TEAM] VARCHAR(10) '@team', [DATE] DATETIME '@date', [TIME] DATETIME '@time', [DATER] DATETIME '@dater', [TIMER] DATETIME '@timer', [DUEDATE] DATETIME '@duedate', [DUETIME] DATETIME '@duetime', [REVIEW] VARCHAR(1) '@review', [STATUS] SMALLINT '@status', [OWNER] VARCHAR(1) '@owner', [DELEGATE] VARCHAR(10) '@delegate', [DELEGATESTATUS] SMALLINT '@delegatestatus', [ACTIONTYPE] VARCHAR(1) '@actiontype', [FROMHANDLER] VARCHAR(10) '@fromhandler', [RETURNEDBY] VARCHAR(10) '@returnedby', [DELTYPE] VARCHAR(15) '@deltype', [CRRUSER] VARCHAR(15) '@crruser') [DEL] INNER JOIN [dbo].[diary] [DIA] LEFT OUTER JOIN [dbo].[DiaryDelegations] [CDL] ON [CDL].[ACTIONID] = [DIA].[ACTIONID] AND [CDL].[OWNER] = 'Y' ON [DIA].[ACTIONID] = [DEL].[ACTIONID] EXEC sp_xml_removedocument @iSL DECLARE @AssignNo INT DECLARE @TIMECONVERSION VARCHAR(10) DECLARE @TIMERCONVERSION VARCHAR(10) DECLARE @DUETIMECONVERSION VARCHAR(10) IF @ACTIONID IS NULL BEGIN RETURN -1 -- requested action not found. END SET @DATE = ISNULL(@DATE, GetDate()) SET @TIME = ISNULL(@TIME, @DATE) SET @DUEDATE = ISNULL(@DUEDATE, GetDate()) SET @DUETIME = ISNULL(@DUETIME, @DUEDATE) SET @ActionType = ISNULL(@ActionType, 'A') SET @FromHandler = ISNULL(@FromHandler, 'ADM') IF @DelType = 'Returned' BEGIN SET @ReturnedBy = ISNULL(@ReturnedBy, @Handler) END SET @CRRUSER = ISNULL(@CRRUSER, @FromHandler) SET @status = CASE WHEN ISNULL(@status, 0) = 1 THEN 1 ELSE 0 END SET @DELEGATE = ISNULL(@DELEGATE, @HANDLER) SET @DELEGATESTATUS = ISNULL(@DELEGATESTATUS, 0) SELECT @Team = ISNULL(@Team, HAN.[TEAM]) FROM [dbo].[Handlers] HAN WHERE HAN.[CODE] = @Handler IF NOT @TIME IS NULL BEGIN SET @TIMECONVERSION = dbo.ky_ConvertTimeToClarion(@TIME) END IF NOT @TIMER IS NULL BEGIN SET @TIMERCONVERSION = dbo.ky_ConvertTimeToClarion(@TIMER) END IF NOT @DUETIME IS NULL BEGIN SET @DUETIMECONVERSION = dbo.ky_ConvertTimeToClarion(@DUETIME) END DECLARE @DATER1 DATETIME SET @DATER1 = GETDATE() DECLARE @TIMER1 VARCHAR(20) SET @TIMER1 = dbo.ky_ConvertTimeToClarion(GETDATE()) SELECT @AssignNo = ISNULL(MAX([DEL].[AssignNo] + 1),1) FROM [dbo].[DiaryDelegations] [DEL] -- Check whether authorised to Delegate or Release IF @DelType IN ('Delegated', 'Released') BEGIN IF ISNULL(@CRRUSER, '') <> @CURRENTOWNER BEGIN RETURN -2 --Not Authorised END END -- Things to do BEFORE inserting the delegation record IF ISNULL(@CRRUSER, '') = @CURRENTOWNER BEGIN IF @DIARYSTATUS = 0 BEGIN IF @DelType = 'Released' BEGIN UPDATE [DEL] SET [DEL].[DATER] = @DATER1, [DEL].[TIMER] = @TIMER1, [DEL].[STATUS] = 1, [DEL].[OWNER] = 'N', [DEL].[DELEGATESTATUS] = 1 FROM [dbo].[DiaryDelegations] [DEL] WHERE [DEL].[ACTIONID] = @ACTIONID AND [DEL].[OWNER] = 'Y' END END END --KEYD-3961 - In case a user creates an action and then delegates it twice to the same user, -- the following statement will stop it showing the same task twice as "outstanding" -- in that user's task list. Please note: it will NOT prevent the user seeing the -- same task twice if they choose to look at "completed" actions. UPDATE [DEL] SET [DEL].[STATUS] = 1 FROM [dbo].[DiaryDelegations] [DEL] WHERE [DEL].[ACTIONID] = @ACTIONID AND [DEL].[HANDLER] = @HANDLER AND ISNULL([DEL].[OWNER], 'N') <> 'Y' DECLARE @NEWDATE AS DATETIME SELECT @NEWDATE= [DATE] FROM Diary WHERE ACTIONID=@ACTIONID -- the actual insert itself INSERT INTO [dbo].[DiaryDelegations] ([ACTIONID], [HANDLER], [TEAM], [DATE], [TIME], [DATER], [TIMER], [DUEDATE], [DUETIME], [REVIEW], [STATUS], [OWNER], [DELEGATE], [DELEGATESTATUS], [ActionType], [FromHandler], [ReturnedBy], [DelType]) VALUES(@ACTIONID, @HANDLER, @TEAM, @NEWDATE, @TIMECONVERSION, @DATER, @TIMERCONVERSION, @DUEDATE, @DUETIMECONVERSION, @REVIEW, @STATUS, @OWNER, @DELEGATE, @DELEGATESTATUS, @ACTIONTYPE, @FROMHANDLER, @RETURNEDBY, @DELTYPE) -- Things to do AFTER inserting the delegation record IF @DelType = 'Created' BEGIN -- no other changes required. RETURN 0 END IF @DelType = 'Delegated' BEGIN UPDATE [DIA] SET [DIA].[DELEGATEDFNR] = @HANDLER, [DIA].[DELEGATEDDATE] = @DATER, [DIA].[DELEGATIONSTATUS] = 1 FROM [dbo].[diary] [DIA] WHERE [DIA].[ACTIONID] = @ACTIONID RETURN 0 END IF @DelType <> 'Released' BEGIN RETURN -3 --Unknown request END --Released a completed action IF @DIARYSTATUS = 1 BEGIN UPDATE [DEL] SET [DEL].[STATUS] = 1, [DEL].[DELEGATESTATUS] = 1 FROM [dbo].[DiaryDelegations] [DEL] WHERE [DEL].[ACTIONID] = @ACTIONID AND [DEL].[DelType] = 'Released' UPDATE [DEL] SET [DEL].[STATUS] = 0, [DEL].[DELEGATESTATUS] = 0 FROM [dbo].[DiaryDelegations] [DEL] WHERE [DEL].[ACTIONID] = @ACTIONID AND [DEL].[DelType] = 'Created' UPDATE [DIA] SET [DIA].[DATE] = @NEWDATE, [DIA].[FNCODE] = @HANDLER, [DIA].[DELEGATEDFNR] = @HANDLER, [DIA].[DELEGATEDDATE] = @DATER1 FROM [dbo].[diary] [DIA] WHERE [DIA].[ACTIONID] = @ACTIONID RETURN 0 END --Released an open action UPDATE [DIA] SET [DIA].[DATE] = @NEWDATE, [DIA].[FNCODE] = @HANDLER, [DIA].[DELEGATEDFNR] = @HANDLER, [DIA].[DELEGATIONSTATUS] = 0 FROM [dbo].[diary] [DIA] WHERE [DIA].[ACTIONID] = @ACTIONID UPDATE [DEL] SET [DEL].[DELEGATE] = @HANDLER FROM [dbo].[DiaryDelegations] [DEL] WHERE [DEL].[ACTIONID] = @ACTIONID AND [DEL].[OWNER] = 'Y' RETURN 0 END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = 'KAAS_SelectContacts' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_SelectContacts] END GO CREATE PROCEDURE [dbo].[KAAS_SelectContacts] (@XMLCriteria NVARCHAR(MAX)) AS /******************************************************************************************************* * Presents a list of Contacts to choose FROM. Calling code can choose how to sort and filter the data. * * * * Stored Procedure Name : [dbo].[KAAS_SelectContacts] * * Copied from : [dbo].[ky_NETSPSelectContacts] * * * * Modification History : * * 2019-04-12 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON DECLARE @iSL INT DECLARE @handler VARCHAR(10) DECLARE @code VARCHAR(10) DECLARE @sortby VARCHAR(50) DECLARE @sortorder VARCHAR(4) DECLARE @search VARCHAR(500) DECLARE @maxresult INT DECLARE @ZZ VARCHAR(20) SET @ZZ = 'ZZZZZZZZZZZZZZZZZZZZ' BEGIN TRY EXEC sp_xml_preparedocument @iSL OUTPUT, @XMLCriteria END TRY BEGIN CATCH EXEC sp_xml_preparedocument @iSL OUTPUT, N'' END CATCH SELECT @handler = RTRIM(ISNULL([XML].[handler], '')), @code = RTRIM(ISNULL([XML].[code], '')), @sortby = CASE [XML].[sortby] WHEN 'Code' THEN 'Code' WHEN 'Name' THEN 'Name' WHEN 'Address' THEN 'Address' WHEN 'OtherAddress' THEN 'OtherAddress' WHEN 'PhoneNo' THEN 'PhoneNo' WHEN 'FaxNo' THEN 'FaxNo' WHEN 'Salut' THEN 'Salut' WHEN 'email' THEN 'email' WHEN 'Approved' THEN 'Approved' WHEN 'ChargeOutRateInd' THEN 'ChargeOutRateInd' WHEN 'BillingMatter' THEN 'BillingMatter' WHEN 'LastAccessed' THEN 'LastAccessed' ELSE '' END, @sortorder = CASE RTRIM(ISNULL([XML].[sortorder], '')) WHEN 'DESC' THEN 'DESC' ELSE 'ASC' END, @search = RTRIM(ISNULL([XML].[search], '')), @maxresult = ISNULL([XML].[maxresult], 2000) FROM OPENXML(@iSL, N'search') WITH ([handler] VARCHAR(10) '@handler', [code] VARCHAR(10) '@code', [sortby] VARCHAR(50) '@sortby', [sortorder] VARCHAR(4) '@sortorder', [search] VARCHAR(max) '@search', [maxresult] INT '@maxresult') [XML] EXEC sp_xml_removedocument @iSL DECLARE @done BIT SET @done = 0 WHILE @done = 0 IF @search = '' BEGIN SET @done = 1 end ELSE BEGIN IF SUBSTRING(@search, 1, 1) = '%' BEGIN SET @search = SUBSTRING(@search, 2, LEN(@search) - 1) END ELSE IF SUBSTRING(@search, LEN(@search), 1) = '%' BEGIN SET @search = SUBSTRING(@search, 1, LEN(@search) - 1) END ELSE BEGIN SET @done = 1 END END SET @code = RTRIM(ISNULL(@code, '')) SET @sortby = ISNULL(@sortby, '') SELECT @sortorder = CASE WHEN @code <> '' THEN '' WHEN @sortby = '' THEN '' ELSE @sortorder END, @search = CASE WHEN @code <> '' THEN '' WHEN @search = '' THEN '' WHEN SUBSTRING(@search, 1, 1) <> '%' AND SUBSTRING(@search, LEN(@search), 1) <> '%' THEN '%' + @search + '%' WHEN SUBSTRING(@search, 1, 1) = '%' AND SUBSTRING(@search, LEN(@search), 1) <> '%' THEN @search + '%' WHEN SUBSTRING(@search, 1, 1) <> '%' AND SUBSTRING(@search, LEN(@search), 1) = '%' THEN '%' + @search ELSE @search END IF (@sortby = '') BEGIN SET @sortby = 'LastAccessed' SET @sortorder = 'DESC' END DECLARE @BitWiseID BIGINT DECLARE @RecentClientList TABLE ([ClientCode] VARCHAR(10) NOT NULL PRIMARY KEY, [LastAccessed] DATETIME NOT NULL UNIQUE NONCLUSTERED ([LastAccessed], [ClientCode])) DECLARE @ClientList TABLE ([id] INT IDENTITY(1, 1) NOT NULL PRIMARY KEY, [ClientCode] VARCHAR(10) NOT NULL UNIQUE NONCLUSTERED ([ClientCode], [id]), [LastAccessed] DATETIME NULL UNIQUE NONCLUSTERED ([LastAccessed], [ClientCode])) 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 INSERT INTO @RecentClientList ([ClientCode], [LastAccessed]) SELECT [SM].[ClientCode] AS [ClientCode], MAX([RML].[DateField]) AS [LastAccessed] FROM [dbo].[RecentMatterList] [RML] INNER JOIN [dbo].[SearchMatters] [SM] ON [SM].[Code] = [RML].[MATTER] AND CASE @BitWiseID WHEN 0 THEN CASE [SM].[Privileges] WHEN 0 THEN 1 WHEN -1 THEN 1 ELSE 0 END ELSE CASE @BitWiseID & [SM].[Privileges] WHEN 0 THEN 0 ELSE 1 END END = 1 WHERE [RML].[FEE] = @handler GROUP BY [SM].[ClientCode] OPTION (KEEPFIXED PLAN) INSERT INTO @ClientList ([ClientCode], [LastAccessed]) SELECT TOP (@maxresult) RTRIM(ISNULL([CTC].[Code], '')) AS [Code], [RML].[LastAccessed] AS [LastAccessed] FROM [dbo].[Contacts] [CTC] LEFT OUTER JOIN @RecentClientList [RML] ON [RML].[ClientCode] = [CTC].[Code] WHERE CASE WHEN @code <> '' THEN CASE WHEN @code = [CTC].[Code] THEN 1 ELSE 0 END WHEN @search = '' THEN 1 WHEN [CTC].[Name] LIKE @search THEN 1 WHEN [CTC].[Address] LIKE @search THEN 1 WHEN [CTC].[OtherAddress] LIKE @search THEN 1 WHEN [CTC].[email] LIKE @search THEN 1 WHEN [CTC].[Tel] LIKE @search THEN 1 WHEN [CTC].[Fax] LIKE @search THEN 1 WHEN [CTC].[Code] LIKE @search THEN 1 WHEN [CTC].[CompMatter] LIKE @search THEN 1 ELSE 0 END = 1 ORDER BY CASE WHEN @sortorder = 'ASC' THEN CASE WHEN @sortby = 'Code' THEN RTRIM(ISNULL([CTC].[Code], '')) WHEN @sortby = 'LastAccessed' THEN CASE WHEN [RML].[LastAccessed] IS NULL THEN @ZZ ELSE CONVERT(VARCHAR, [RML].[LastAccessed], 112) + CONVERT(VARCHAR, [RML].[LastAccessed], 108) END WHEN @sortby = 'Name' THEN CASE WHEN RTRIM(ISNULL([CTC].[Name], '')) = '' THEN @ZZ ELSE LTRIM(RTRIM(ISNULL([CTC].[Name], ''))) END WHEN @sortby = 'Address' THEN CASE WHEN [dbo].[KAAS_FN_RemoveSpuriousWhitespace](RTRIM(ISNULL([CTC].[Address], '')), 200) = '' THEN @ZZ ELSE [dbo].[KAAS_FN_RemoveSpuriousWhitespace](RTRIM(ISNULL([CTC].[Address], '')), 200) END WHEN @sortby = 'OtherAddress' THEN CASE WHEN [dbo].[KAAS_FN_RemoveSpuriousWhitespace](RTRIM(ISNULL([CTC].[OtherAddress], '')), 200) = '' THEN @ZZ ELSE [dbo].[KAAS_FN_RemoveSpuriousWhitespace](RTRIM(ISNULL([CTC].[OtherAddress], '')), 200) END WHEN @sortby = 'PhoneNo' THEN CASE WHEN [dbo].[ky_HeuristicMultiPhoneNo](RTRIM(ISNULL([CTC].[Address], '')), [CTC].[Tel]) = '' THEN @ZZ ELSE [dbo].[ky_HeuristicMultiPhoneNo](RTRIM(ISNULL([CTC].[Address], '')), [CTC].[Tel]) END WHEN @sortby = 'FaxNo' THEN CASE WHEN [dbo].[ky_HeuristicMultiPhoneNo](RTRIM(ISNULL([CTC].[Address], '')), [CTC].[Fax]) = '' THEN @ZZ ELSE [dbo].[ky_HeuristicMultiPhoneNo](RTRIM(ISNULL([CTC].[Address], '')), [CTC].[Fax]) END WHEN @sortby = 'Salut' THEN CASE WHEN RTRIM(ISNULL([CTC].[Salut], '')) = '' THEN @ZZ ELSE RTRIM(ISNULL([CTC].[Salut], '')) END WHEN @sortby = 'email' THEN CASE WHEN RTRIM(ISNULL([CTC].[email], '')) = '' THEN @ZZ ELSE RTRIM(ISNULL([CTC].[email], '')) END WHEN @sortby = 'ChargeOutRateInd' THEN CASE WHEN RTRIM(ISNULL([CTC].[ChargeOutRateInd], '')) = 'Y' THEN 'Y' ELSE 'N' END WHEN @sortby = 'Approved' THEN CASE WHEN ISNULL([CTC].[Approved], 0) = 1 THEN '1' ELSE '0' END WHEN @sortby = 'BillingMatter' THEN CASE WHEN RTRIM(ISNULL([CTC].[CompMatter], '')) = '' THEN @ZZ ELSE RTRIM(ISNULL([CTC].[CompMatter], '')) END ELSE '' END ELSE '' END ASC, CASE WHEN @sortorder = 'ASC' THEN CASE WHEN RTRIM(ISNULL([CTC].[Name], '')) = '' THEN @ZZ ELSE LTRIM(RTRIM(ISNULL([CTC].[Name], ''))) END ELSE '' END ASC, CASE WHEN @sortorder = 'DESC' THEN CASE WHEN @sortby = 'Code' THEN RTRIM(ISNULL([CTC].[Code], '')) WHEN @sortby = 'LastAccessed' THEN CASE WHEN [RML].[LastAccessed] IS NULL THEN '' ELSE CONVERT(VARCHAR, [RML].[LastAccessed], 112) + CONVERT(VARCHAR, [RML].[LastAccessed], 108) END WHEN @sortby = 'Name' THEN CASE WHEN RTRIM(ISNULL([CTC].[Name], '')) = '' THEN '' ELSE LTRIM(RTRIM(ISNULL([CTC].[Name], ''))) END WHEN @sortby = 'Address' THEN CASE WHEN [dbo].[KAAS_FN_RemoveSpuriousWhitespace](RTRIM(ISNULL([CTC].[Address], '')), 200) = '' THEN '' ELSE [dbo].[KAAS_FN_RemoveSpuriousWhitespace](RTRIM(ISNULL([CTC].[Address], '')), 200) END WHEN @sortby = 'OtherAddress' THEN CASE WHEN [dbo].[KAAS_FN_RemoveSpuriousWhitespace](RTRIM(ISNULL([CTC].[OtherAddress], '')), 200) = '' THEN '' ELSE [dbo].[KAAS_FN_RemoveSpuriousWhitespace](RTRIM(ISNULL([CTC].[OtherAddress], '')), 200) END WHEN @sortby = 'PhoneNo' THEN CASE WHEN [dbo].[ky_HeuristicMultiPhoneNo](RTRIM(ISNULL([CTC].[Address], '')), [CTC].[Tel]) = '' THEN '' ELSE [dbo].[ky_HeuristicMultiPhoneNo](RTRIM(ISNULL([CTC].[Address], '')), [CTC].[Tel]) END WHEN @sortby = 'FaxNo' THEN CASE WHEN [dbo].[ky_HeuristicMultiPhoneNo](RTRIM(ISNULL([CTC].[Address], '')), [CTC].[Fax]) = '' THEN '' ELSE [dbo].[ky_HeuristicMultiPhoneNo](RTRIM(ISNULL([CTC].[Address], '')), [CTC].[Fax]) END WHEN @sortby = 'Salut' THEN CASE WHEN RTRIM(ISNULL([CTC].[Salut], '')) = '' THEN '' ELSE RTRIM(ISNULL([CTC].[Salut], '')) END WHEN @sortby = 'email' THEN CASE WHEN RTRIM(ISNULL([CTC].[email], '')) = '' THEN '' ELSE RTRIM(ISNULL([CTC].[email], '')) END WHEN @sortby = 'ChargeOutRateInd' THEN CASE WHEN RTRIM(ISNULL([CTC].[ChargeOutRateInd], '')) = 'Y' THEN 'Y' ELSE 'N' END WHEN @sortby = 'Approved' THEN CASE WHEN ISNULL([CTC].[Approved], 0) = 1 THEN '1' ELSE '0' END WHEN @sortby = 'BillingMatter' THEN CASE WHEN RTRIM(ISNULL([CTC].[CompMatter], '')) = '' THEN '' ELSE RTRIM(ISNULL([CTC].[CompMatter], '')) END ELSE '' END ELSE '' END DESC, CASE WHEN @sortorder = 'DESC' THEN CASE WHEN RTRIM(ISNULL([CTC].[Name], '')) = '' THEN @ZZ ELSE LTRIM(RTRIM(ISNULL([CTC].[Name], ''))) END ELSE '' END ASC SELECT [CL].[id] AS [id], RTRIM(ISNULL([CTC].[Code], '')) AS [Code], RTRIM(ISNULL([CTC].[Name], '')) AS [Name], [CL].[LastAccessed] AS [LastAccessed], [dbo].[KAAS_FN_RemoveSpuriousWhitespace](RTRIM(ISNULL([CTC].[Address], '')), 200) AS [Address], [dbo].[KAAS_FN_RemoveSpuriousWhitespace](RTRIM(ISNULL([CTC].[OtherAddress], '')), 200) AS [OtherAddress], [dbo].[ky_HeuristicMultiPhoneNo](RTRIM(ISNULL([CTC].[Address], '')), [CTC].[Tel]) AS [PhoneNo], [dbo].[ky_HeuristicMultiPhoneNo](RTRIM(ISNULL([CTC].[Address], '')), [CTC].[Fax]) AS [FaxNo], RTRIM(ISNULL([CTC].[Salut], '')) AS [Salut], RTRIM(ISNULL([CTC].[email], '')) AS [email], CASE WHEN ISNULL([CTC].[Approved], 0) = 1 THEN 1 ELSE 0 END AS [Approved], CASE WHEN RTRIM(ISNULL([CTC].[ChargeOutRateInd], '')) = 'Y' THEN 'Y' ELSE 'N' END AS [ChargeOutRateInd], [CTC].[CompMatter] AS [BillingMatter] FROM @ClientList [CL] INNER JOIN [dbo].[Contacts] [CTC] ON [CTC].[Code] = [CL].[ClientCode] ORDER BY [CL].[id] OPTION (KEEPFIXED PLAN) SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = 'KAAS_SetAlarm' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_SetAlarm] END GO CREATE PROCEDURE [dbo].[KAAS_SetAlarm] (@HandlerCode VARCHAR(10), @MatterRef VARCHAR(20), @LinkID VARCHAR(50), @AlarmDate DATETIME, @Title NVARCHAR(255), @Message NVARCHAR(max), @TypeDesc NVARCHAR(100)) AS /******************************************************************************************************* * Set Keyhouse Risk Management Alarm * * * * Stored Procedure Name : [dbo].[KAAS_SetAlarm] * * Copied from : [dbo].[ky_SetAlarm] * * * * Modification History : * * 2019-04-24 Vinodhan K Created * *******************************************************************************************************/ BEGIN DECLARE @AlarmType INT DECLARE @NewID VARCHAR(38) SET @NewID = CONVERT(VARCHAR(38), NEWID()) SELECT @AlarmType = ISNULL(ALT1.[TypeID], ALT2.[TypeID]) FROM AlarmTypes ALT2 LEFT OUTER JOIN AlarmTypes ALT1 ON ALT1.[Description] = @TypeDesc WHERE ALT2.[Description] = N'Generic Alarm' SET @AlarmType = ISNULL(@AlarmType, 0) IF @AlarmType <> 0 BEGIN INSERT INTO [dbo].[Alarms] ([ID], [HandlerCode], [MatterRef], [LinkID], [OriginalDate], [DeferredDate], [Title], [Message], [Type], [Status]) SELECT @NewID, @HandlerCode, @MatterRef, ISNULL(@LinkID, ''), @AlarmDate, @AlarmDate, @Title, @Message, @AlarmType, ALS.[StatusID] FROM [dbo].[AlarmStatus] ALS WHERE ALS.[Description] = N'Attention' END END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = 'KAAS_SetReindexingFlag' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_SetReindexingFlag] END GO CREATE PROCEDURE [dbo].[KAAS_SetReindexingFlag] (@File VARCHAR(255), @Read INT) AS /*********************************************************************************************************************** * * ky_NETSPSetReindexingFlag * Flags a file for reindexing (i.e. if a file has been added, modified, deleted) and reads the top @Read * documents flagged for Reindexing. * * PINO 2014-11-27 The code to handle changed file paths was executed even if this was called for specific * documents, and also it can cause delays during working hours. * * PINO 2015-08-06 If the UNC Aliased Filepath exceeds 255 characters, truncate the filepath. Obviously the * system is not going to find the path in that case but it shouldn't be possible to create * such a long path in the first place. * * PINO 2018-05-18 Firstly, let's read all data WITH (NOLOCK) for better performance * Secondly, originally we would check for a changed file path. This was necessary because * someone could create a document with trackreference N, then delete it and create a new * document and it, too, would get trackreference N. This can't happen any more as we use an * identity column in [dbo].[trackreferences] now, and Track Reference numbers are never * reused * Thirdly, this allowed us to simplify the retrieval query significantly and improve its * performance * Finally remove an obsolete left outer join to [dbo].[Contacts] * * VINODHAN K 2019-06-19 Created KAAS_SetReindexingFlag * ***********************************************************************************************************************/ BEGIN DECLARE @WORK VARCHAR(255) DECLARE @TR INT DECLARE @CF VARCHAR(255) SELECT @CF = RTRIM(ISNULL(SC.[SCWPFOLDER], '')) FROM [dbo].[SystemConfig] SC WHILE CHARINDEX('\', @CF, 1) > 0 BEGIN SET @CF = SUBSTRING(@CF, CHARINDEX('\', @CF, 1) + 1, LEN(@CF) - CHARINDEX('\', @CF, 1)) END IF PATINDEX('%\' + @CF + '\%', @File) > 0 BEGIN SET @File = SUBSTRING(@FILE, PATINDEX('%\' + @CF + '\%', @File), LEN(@FILE) - PATINDEX('%\' + @CF + '\%', @File) + 1) END SET @WORK = REVERSE(@FILE) IF CHARINDEX('_', @WORK, 1) > 0 BEGIN SET @WORK = SUBSTRING(@WORK, 1, CHARINDEX('_', @WORK, 1) - 1) END ELSE BEGIN IF CHARINDEX('\', @WORK, 1) > 0 BEGIN SET @WORK = SUBSTRING(@WORK, 1, CHARINDEX('\', @WORK, 1) - 1) END END IF CHARINDEX('.', @WORK, 1) > 0 BEGIN SET @WORK = SUBSTRING(@WORK, CHARINDEX('.', @WORK, 1) + 1, LEN(@WORK) - CHARINDEX('.', @WORK, 1)) END SET @WORK = REVERSE(@WORK) SET @TR = 0 IF (ISNUMERIC(@WORK) = 0) BEGIN SET @TR = 0 END ELSE BEGIN SET @TR = CONVERT(INT, @WORK) END IF (@TR = 0) BEGIN DECLARE @NEWTRACKREFERENCES TABLE ([TrackReference] INT PRIMARY KEY) INSERT INTO @NEWTRACKREFERENCES ([TrackReference]) SELECT [DAT].[TrackReference] FROM [dbo].[DiaryAttachments] [DAT] WITH (NOLOCK) LEFT OUTER JOIN [dbo].[ReindexStatus] [RST] WITH (NOLOCK) ON [RST].[TrackReference] = [DAT].[TrackReference] WHERE [RST].[id] IS NULL INSERT INTO [dbo].[ReindexStatus] ([TrackReference], [FILEPATH], [STATUS]) SELECT DAT.[TRACKREFERENCE], CASE WHEN UNC.[UNC] IS NULL THEN RTRIM(SUBSTRING(ISNULL(DAT.[FILEPATH], ''), 1, 255)) ELSE RTRIM(SUBSTRING(UNC.[UNC] + SUBSTRING(RTRIM(ISNULL(DAT.[FILEPATH], '')), 3, LEN(RTRIM(ISNULL(DAT.[FILEPATH], ''))) - 2), 1, 255)) END AS [FILEPATH], 0 AS [STATUS] FROM @NEWTRACKREFERENCES [NT] INNER JOIN [dbo].[DiaryAttachments] DAT WITH (NOLOCK) LEFT OUTER JOIN [dbo].[UNCAlias] UNC WITH (NOLOCK) ON UNC.[Drive] = CASE WHEN SUBSTRING(DAT.[FilePath], 2, 1) = ':' THEN SUBSTRING(DAT.[FilePath], 1, 1) ELSE '' END ON [DAT].[TrackReference] = [NT].[TrackReference] -- LEFT OUTER JOIN [dbo].[ReindexStatus] RST WITH (NOLOCK) -- ON RST.[TrackReference] = DAT.[TRACKREFERENCE] -- AND RST.[FILEPATH] = CASE WHEN UNC.[UNC] IS NULL THEN RTRIM(ISNULL(DAT.[FILEPATH], '')) -- ELSE UNC.[UNC] + SUBSTRING(RTRIM(ISNULL(DAT.[FILEPATH], '')), 3, LEN(RTRIM(ISNULL(DAT.[FILEPATH], ''))) - 2) END --WHERE RST.[id] IS NULL END ELSE BEGIN INSERT INTO [dbo].[ReindexStatus] ([TrackReference], [FILEPATH], [STATUS]) SELECT DAT.[TRACKREFERENCE], CASE WHEN UNC.[UNC] IS NULL THEN RTRIM(SUBSTRING(ISNULL(DAT.[FILEPATH], ''), 1, 255)) ELSE RTRIM(SUBSTRING(UNC.[UNC] + SUBSTRING(RTRIM(ISNULL(DAT.[FILEPATH], '')), 3, LEN(RTRIM(ISNULL(DAT.[FILEPATH], ''))) - 2), 1, 255)) END AS [FILEPATH], 0 AS [STATUS] FROM [dbo].[DiaryAttachments] DAT WITH (NOLOCK) LEFT OUTER JOIN [dbo].[UNCAlias] UNC WITH (NOLOCK) ON SUBSTRING(DAT.[FilePath], 2, 1) = ':' AND UNC.[Drive] = SUBSTRING(DAT.[FilePath], 1, 1) LEFT OUTER JOIN [dbo].[ReindexStatus] RST WITH (NOLOCK) ON RST.[TrackReference] = DAT.[TRACKREFERENCE] AND RST.[FILEPATH] = CASE WHEN UNC.[UNC] IS NULL THEN RTRIM(ISNULL(DAT.[FILEPATH], '')) ELSE UNC.[UNC] + SUBSTRING(RTRIM(ISNULL(DAT.[FILEPATH], '')), 3, LEN(RTRIM(ISNULL(DAT.[FILEPATH], ''))) - 2) END WHERE DAT.[TRACKREFERENCE] = @TR AND RST.[id] IS NULL END IF (@TR = 0) BEGIN IF (@File <> '') BEGIN UPDATE RST SET RST.[STATUS] = 0 FROM [dbo].[ReindexStatus] RST WHERE RST.[FILEPATH] LIKE '%' + REPLACE(@File, '[', '[[]') END END ELSE BEGIN UPDATE RST SET RST.[STATUS] = 1 FROM [dbo].[ReindexStatus] RST WHERE RST.[TrackReference] = @TR AND RST.[FILEPATH] NOT LIKE '%' + REPLACE(@File, '[', '[[]') UPDATE RST SET RST.[STATUS] = 0 FROM [dbo].[ReindexStatus] RST WHERE RST.[TrackReference] = @TR AND RST.[FILEPATH] LIKE '%' + REPLACE(@File, '[', '[[]') END -- Flag rows that have moved to CloseDiaryAttachments or that have been replaced by -- different File Paths for Reindexing (The statement following this will return these -- for DELETE rather than INDEX) -- PINO 2014-11-27 - Don't do this unless you're processing multiple entries IF (@TR = 0) BEGIN -- PINO 2014-11-27 - Don't do this during working hours IF (DATEPART(HOUR, GetDate()) <= 4) OR (DATEPART(HOUR, GetDate()) >= 20) BEGIN UPDATE RST SET RST.[STATUS] = 0 FROM [dbo].[ReindexStatus] RST LEFT OUTER JOIN [dbo].[DiaryAttachments] DAT WITH (NOLOCK) INNER JOIN [dbo].[diary] DIA WITH (NOLOCK) INNER JOIN [dbo].[matters] MAT WITH (NOLOCK) ON MAT.[code] = DIA.[CASECODE] ON DIA.[ActionID] = DAT.[DIARYID] ON DAT.[TRACKREFERENCE] = RST.[TrackReference] LEFT OUTER JOIN [dbo].[contacts] CTC WITH (NOLOCK) ON CTC.[code] = MAT.[ClientCODE] LEFT OUTER JOIN [dbo].[UNCAlias] UNC WITH (NOLOCK) ON SUBSTRING(DAT.[FilePath], 2, 1) = ':' AND UNC.[Drive] = SUBSTRING(DAT.[FilePath], 1, 1) WHERE 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 <> RST.[FILEPATH] AND RST.[STATUS] <> 4 END END SELECT TOP (@Read) RST.[Id], RST.[TrackReference], RST.[FilePath], CASE WHEN 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 = RST.[FILEPATH] THEN 'INDEX' ELSE 'DELETE' END AS [Action], RTRIM(ISNULL(MAT.[User1], '')) AS [User1], RTRIM(ISNULL(MAT.[User2], '')) AS [User2], RTRIM(ISNULL(MAT.[User3], '')) AS [User3], RTRIM(ISNULL(MAT.[OldRef], '')) AS [OldRef], RTRIM(ISNULL(MAT.[YourRef], '')) AS [YourRef] FROM [dbo].[ReindexStatus] RST WITH (NOLOCK) LEFT OUTER JOIN [dbo].[DiaryAttachments] DAT WITH (NOLOCK) INNER JOIN [dbo].[diary] DIA WITH (NOLOCK) INNER JOIN [dbo].[SearchMatters] MAT WITH (NOLOCK) ON MAT.[code] = DIA.[CASECODE] ON DIA.[ActionID] = DAT.[DIARYID] LEFT OUTER JOIN [dbo].[UNCAlias] UNC WITH (NOLOCK) ON UNC.[Drive] = CASE WHEN SUBSTRING(DAT.[FilePath], 2, 1) = ':' THEN SUBSTRING(DAT.[FilePath], 1, 1) ELSE '' END ON DAT.[TRACKREFERENCE] = RST.[TrackReference] --LEFT OUTER JOIN [dbo].[contacts] CTC WITH (NOLOCK) -- ON CTC.[code] = MAT.[ClientCODE] WHERE RST.[STATUS] = 0 ORDER BY RST.[TrackReference] DESC END GO IF EXISTS (SELECT * FROM SYS.[objects] SO WHERE SO.[name] = 'KAAS_SetTimeDayBookRateCharge' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_SetTimeDayBookRateCharge] END GO CREATE PROCEDURE [dbo].[KAAS_SetTimeDayBookRateCharge] (@recordid int, @TUTNUMVALUE DECIMAL(17, 2)) AS /******************************************************************************************************* * Sets the Rate and Charge values according to the Charge Out Rates indicators and/or * * the Task Code used in the TimeDayBook. * * * * Stored Procedure Name : [dbo].[KAAS_SetTimeDayBookRateCharge] * * Copied from : [dbo].[ky_NETSetTimeDayBookRateCharge] * * * * Modification History: * * 2019-04-24 Vinodhan K Created * *******************************************************************************************************/ BEGIN DECLARE @ACTUALRATE DECIMAL(18, 2) DECLARE @OverriddenRate BIT SELECT @ACTUALRATE = CASE WHEN TDB.[Rate] = TDB.[FeeRate] OR TDB.[FeeRate] IS NULL THEN [dbo].[KAAS_FN_GetDefaultRate](RTRIM(ISNULL(TDB.[Matter], '')), RTRIM(ISNULL(TDB.[FeeEarn], '')), RTRIM(ISNULL(TDB.[NCCCode], '')), RTRIM(ISNULL(TDB.[Task], ''))) ELSE TDB.[Rate] END, @OverriddenRate = CASE WHEN TDB.[Rate] = TDB.[FeeRate] OR TDB.[FeeRate] IS NULL THEN 0 ELSE 1 END FROM [dbo].[TimeDayBook] TDB WHERE TDB.[RecordID] = @recordid UPDATE TDB SET TDB.[Time] = CASE WHEN TDB.[Time] >= 0 THEN Ceiling(TDB.[Time] / @TUTNUMVALUE) * @TUTNUMVALUE ELSE -Ceiling(-TDB.[Time] / @TUTNUMVALUE) * @TUTNUMVALUE END, TDB.[RATE] = @ACTUALRATE, TDB.[FeeRate] = CASE WHEN @OverriddenRate = 1 THEN TDB.[FEERate] ELSE @ACTUALRATE END, TDB.[Charge] = Convert(decimal(10, 2), ( ( CASE WHEN TDB.[Time] >= 0 THEN Ceiling(TDB.[Time] / @TUTNUMVALUE) ELSE -Ceiling(-TDB.[Time] / @TUTNUMVALUE) END * @TUTNUMVALUE * @ACTUALRATE) / 60)), TDB.[Charged] = Convert(decimal(10, 2), ( ( CASE WHEN TDB.[Time] >= 0 THEN Ceiling(TDB.[Time] / @TUTNUMVALUE) ELSE -Ceiling(-TDB.[Time] / @TUTNUMVALUE) END * @TUTNUMVALUE * @ACTUALRATE) / 60)), TDB.[Units] = CASE WHEN TDB.[Time] >= 0 THEN Ceiling(TDB.[Time] / @TUTNUMVALUE) ELSE -Ceiling(-TDB.[Time] / @TUTNUMVALUE) END FROM [dbo].[TimeDayBook] TDB WHERE TDB.[RECORDID] = @RECORDID END GO IF OBJECT_ID(N'[KAAS_SetUserSettings]',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_SetUserSettings] GO CREATE PROCEDURE [dbo].[KAAS_SetUserSettings] (@Handler AS NVARCHAR(10), @key AS NVARCHAR(100), @value AS NVARCHAR(1000)) As /******************************************************************************************************* * Retrieves Detailed information for the entries displayed on the Dashboard (My Overview) page. * * Function : AdminTimeDayBookforMonth * * * * Stored Procedure Name : [dbo].[KAAS_DashboardCaseAlert_AdminTimeDayBookforMonth] * * Copied from : [dbo].[ky_NETDashboardCaseAlert] * * * * Modification History : * * 2014-10-04 PINO Readability and @Key size was 1000, now 100 * * 2015-01-19 PINO DO NOT Change NVARCHAR to VARCHAR - [dbo].[Usersettings] is defined with * * NVARCHAR columns * * 2019-07-05 ARUN Copied from Ky_NETSetUserSettings * *******************************************************************************************************/ BEGIN SET NOCOUNT ON IF EXISTS (SELECT * FROM [dbo].[UserSettings] USS WHERE USS.[Handler] = @Handler AND USS.[Key] = @Key) BEGIN UPDATE USS SET USS.[Value] = @value FROM [dbo].[UserSettings] USS WHERE USS.[Handler] = @Handler AND USS.[Key] = @Key END ELSE BEGIN INSERT INTO [dbo].[UserSettings] ([Handler], [Key], [Value]) VALUES(@Handler, @key, @value) END SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_StopAllTimers' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_StopAllTimers] END GO CREATE PROCEDURE [dbo].[KAAS_StopAllTimers] (@FeeCode VARCHAR(10)) AS /******************************************************************************************************* * Sets all Stopwatch Status fields to 1 * * Please note:this should only be called after login, in order to reset the status of any Time Daybook * * entries that may have been left after an unexpected shutdown or crash * * * * Stored Procedure Name : [dbo].[KAAS_StopAllTimers] * * Copied from : [dbo].[ky_NETSPStopAllTimers] * * * * Modification History : * * 2019-04-12 Vinodhan K Created * *******************************************************************************************************/ BEGIN UPDATE [TDB] SET [TDB].[StopwatchStatus] = 1 FROM [dbo].[TimeDayBook] [TDB] WHERE [TDB].[FeeEarn] = @FeeCode END GO IF OBJECT_ID(N'KAAS_TakeAction',N'P')IS NOT NULL DROP PROCEDURE [dbo].[KAAS_TakeAction] GO CREATE PROCEDURE [dbo].[KAAS_TakeAction] ( @Handler VARCHAR(10), @ActionID INT ) AS /******************************************************************************************************* * Allows a handler to take ownership of an Action. This is equivalent to * * the original owner delegating and releasing the action to this handler. * * * * Stored Procedure Name : [dbo].[KAAS_TakeAction] * * Copied from : [dbo].[ky_NETSPTakeAction] * * * * Modification History: * * 2019-04-23 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON DECLARE @Team VARCHAR(10) DECLARE @DelegatedToHandler INT DECLARE @OwnerHandler VARCHAR(10) DECLARE @DATE DATETIME SELECT @TEAM = [HAN].[TEAM] FROM [dbo].[Handlers] [HAN] WHERE [HAN].[CODE] = @Handler EXEC @DelegatedToHandler = [dbo].[KAAS_TaskScalarDelegatedToHandler] @Handler, @Actionid SELECT @OwnerHandler = [DEL].[HANDLER] FROM [dbo].[DiaryDelegations] [DEL] WHERE DEL.[ACTIONID] = @ACTIONID AND DEL.[OWNER] = 'Y' AND DEL.[STATUS] = 0 SELECT @DATE = DIA.[DATE] FROM [dbo].[diary] [DIA] WHERE [DIA].[ACTIONID] = @ActionID IF @OwnerHandler = @Handler BEGIN RETURN END IF @DelegatedToHandler = 0 BEGIN DECLARE @DelegatedHandler AS VARCHAR(10) DECLARE @AssignNumber AS INT DECLARE @DelType AS VARCHAR(30) --Just getting handler and Assign number to check the handler is TEAM SELECT TOP 1 @DelegatedHandler = [DEL].[HANDLER], @AssignNumber = [DEL].[AssignNo] FROM [dbo].[DiaryDelegations] [DEL] WHERE ( [DEL].[DelType] = 'Delegated' OR [DEL].[DelType] = 'Released') AND [DEL].[ACTIONID] = @ActionID ORDER BY [DEL].[AssignNo] DESC IF EXISTS (SELECT TOP 1 1 FROM [dbo].[Handlers] [HAN] WHERE [HAN].[CODE] = @DelegatedHandler AND [HAN].[TEAMCODE] = 'Y') BEGIN UPDATE [DEL] SET [DEL].[HANDLER] = @Handler, @DelType = [DEL].[DelType] FROM [dbo].[DiaryDelegations] [DEL] WHERE (DelType='Delegated' or DelType='Released') AND ACTIONID=@ActionID AND AssignNo = @AssignNumber IF (@DelType = 'Released') --FeeCode will only changed when Delegate Type is Released BEGIN UPDATE [DIA] SET [DIA].[FNCODE] = @Handler, [DIA].[DELEGATEDFNR] = @Handler FROM [dbo].[diary] [DIA] WHERE [DIA].[ACTIONID] = @ActionID END END ELSE BEGIN DECLARE @DEL VARCHAR(MAX) SET @DEL = CONVERT(VARCHAR(MAX), (SELECT * FROM (SELECT CONVERT(VARCHAR(10), @ActionID) AS [actionid], @Handler AS [handler], @Team AS [team], @DATE AS [date], @DATE AS [time], 'Y' AS [owner], @OwnerHandler AS [delegate], @OwnerHandler AS [fromhandler], 'Released' AS [deltype]) [del] FOR XML AUTO)) DECLARE @DELSuccess INT EXEC @DELSuccess = [dbo].[KAAS_ScalarXMLDiaryDelegation] @DEL IF @DELSuccess = 0 BEGIN SET @DelegatedToHandler = 1 END END END ELSE BEGIN UPDATE [DEL] SET [DEL].[STATUS] = 1, [DEL].[OWNER] = 'N', [DEL].[DelegateStatus] = 1 FROM [dbo].[DiaryDelegations] [DEL] WHERE [DEL].[ACTIONID] = @ACTIONID AND [DEL].[OWNER] = 'Y' AND [DEL].[STATUS] = 0 UPDATE [DEL] SET [DEL].[OWNER] = 'Y', [DEL].[DELEGATE] = @Handler, [DEL].[DelType] = 'Released' FROM [dbo].[DiaryDelegations] [DEL] WHERE [DEL].[ACTIONID] = @ACTIONID AND [DEL].[STATUS] = 0 AND [DEL].[OWNER] = 'N' AND [DEL].[HANDLER] = @Handler UPDATE [DIA] SET [DIA].[FNCODE] = @Handler, [DIA].[DELEGATEDFNR] = @Handler, [DIA].[DELEGATIONSTATUS] = 0 FROM [dbo].[diary] [DIA] 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_TaskAddFlag' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_TaskAddFlag] END GO CREATE PROCEDURE KAAS_TaskAddFlag ( @Actionid AS INT, @Flag AS TINYINT ) AS /******************************************************************************************************* * This Procedure is Used to Update Flag column in diary table. * * * * Stored Procedure Name : [dbo].[KAAS_TaskAddFlag] * * Copied from : [dbo].[Ky_NETTaskAddFlag] * * * * Modification History: * * 2019-04-26 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON UPDATE Diary SET Flag=@Flag WHERE ACTIONID=@Actionid SET NOCOUNT OFF END GO IF OBJECT_ID(N'KAAS_TaskAddPriority',N'P') IS NOT NULL DROP PROCEDURE KAAS_TaskAddPriority GO CREATE PROCEDURE KAAS_TaskAddPriority ( @ACTIONID INT, @PRIORTY VARCHAR(1) ) AS /******************************************************************************************************* * This procedure is used to update the priority for the particular Action ID. * * * * Stored Procedure Name : [dbo].[KAAS_TaskAddPriority] * * Copied from : [dbo].[KY_NETTaskAddPriority] * * * * Modification History : * * 2019-04-12 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON UPDATE diary SET [PRIORITY]=@PRIORTY WHERE ACTIONID =@ACTIONID SET NOCOUNT OFF END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'KAAS_TaskCompleteAction2' AND SO.[type] = 'P') BEGIN DROP PROCEDURE [dbo].[KAAS_TaskCompleteAction2] END GO CREATE PROCEDURE [dbo].[KAAS_TaskCompleteAction2] (@ActionID INT, @CurFee VARCHAR(10), @CurTeam VARCHAR(10), @NextActionsXML VARCHAR(4000), @TakeOwnership INT, @HoldDate BIT=0, @Arrangement VARCHAR(5)) AS /******************************************************************************************************* * This stored procedure used to task complete action * * * * Stored Procedure Name : [dbo].[KAAS_TaskCompleteAction2] * * Copied from : [dbo].[ky_NETTaskCompleteAction2] * * * * Modification History : * * 2019-04-11 Vinodhan K Created * *******************************************************************************************************/ BEGIN SET NOCOUNT ON DECLARE @Now DATETIME DECLARE @NowDateOnly DATETIME DECLARE @NowClarionTime CHAR(10) DECLARE @NowClarionEndTime CHAR(10) DECLARE @Continue INT DECLARE @Owner INT DECLARE @IsAuthorisedToComplete INT DECLARE @CountFailedDependentActions INT DECLARE @idoc INT DECLARE @VCActionID VARCHAR(50) DECLARE @MaxActionID INT DECLARE @LocDel VARCHAR(10) DECLARE @WorkProcess INT DECLARE @ErrorMsgTable Table ([ErrorMsg] VARCHAR(500)) DECLARE @NA TABLE ([ID] INT identity(1, 1), [ActionID] INT, [Code] VARCHAR(5), [Date] DATETIME) DECLARE @AlarmType INT DECLARE @DisabledAlarmStatusID INT DECLARE @ActionTypeID INT SET XACT_ABORT ON SELECT @AlarmType = ISNULL(ALT1.[TypeID], ALT2.[TypeID]) FROM [dbo].[AlarmTypes] ALT2 LEFT OUTER JOIN [dbo].[AlarmTypes] ALT1 ON ALT1.[Description] = 'Action' WHERE ALT2.[Description] = 'Generic Alarm' SELECT @DisabledAlarmStatusID = IsNull(ALS2.[StatusID], ALS1.[StatusID]) FROM [dbo].[AlarmStatus] ALS1 LEFT OUTER JOIN [dbo].[AlarmStatus] ALS2 ON ALS2.[Description] = convert(VARCHAR(500), 'Actioned') WHERE ALS1.[Description] = 'Disabled' SELECT @ActionTypeID = ALT1.[TypeID] FROM [dbo].[AlarmTypes] ALT1 WHERE ALT1.[Description] = 'Action' IF (RTRIM(ISNULL(@CurTeam,'')) = '') BEGIN SELECT @CurTeam = HAN.[TEAM] FROM [dbo].[Handlers] HAN WHERE HAN.[CODE] = @CurFee END /* If @Continue is SET to a value other than zero at any point during this process, stop processing further data, and make sure that the transaction at the END is rolled back */ SET @Continue = 0 /* Some processes are dependent on the current fee handler being the owner of the action that is to be completed, others require that the action is/isn't a phone call or e-mail */ SELECT @Owner = CASE DIA.[FNCODE] WHEN @CurFee THEN 1 ELSE 0 END, @WorkProcess = ISNULL(DIA.[WORKPROCESS], 0) FROM [dbo].[Diary] DIA WHERE DIA.[ACTIONID] = @ActionID IF (@TakeOwnership = 1) SET @Owner = 1 /* Check that this fee earner is authorised to complete this action. Note that this should also be checked by the client application, before calling this procedure, but we should still check it here in case this somehow gets invoked while bypassing the client checks. */ --SELECT @IsAuthorisedToComplete = [IsAuthorisedToComplete] -- FROM [dbo].[ky_WDActionAuthorisedToComplete](@ActionID, @CurFee) BEGIN INSERT INTO @ErrorMsgTable (ErrorMsg) SELECT CASE RTRIM(ISNULL(TAC.[AuthorisationRequired], 'L')) WHEN '' THEN 'Cont' WHEN 'L' THEN 'Cont' WHEN 'C' THEN CASE WHEN RTRIM(ISNULL(MAT.[FECode], '')) = @CurFee THEN 'Cont' ELSE 'You are not authorised to complete this action. The f/e for this case is required to complete this action.' END WHEN 'P' THEN CASE WHEN RTRIM(ISNULL(MAT.[Partner], '')) = @CurFee THEN 'Cont' ELSE 'You are not authorised to complete this action. The Partner for this case is required complete this ation.' END WHEN 'F' THEN CASE WHEN RTRIM(ISNULL(CNT.[FE], '')) = @CurFee THEN 'Cont' ELSE 'You are not authorised to complete this action. The Partner for this client is required to complete this action.' END WHEN 'A' THEN CASE WHEN RTRIM(ISNULL(CNT.[FE], '')) = @CurFee THEN 'Cont' ELSE 'You are not authorised to complete this action. A Partner of the firm is required to complete this action. Recommend you delegate this action to a partner.' END WHEN 'O' THEN CASE WHEN RTRIM(ISNULL(CNT.[FE], '')) = @CurFee THEN 'Cont' ELSE 'You are not authorised to complete this action.' END ELSE 'You are not authorised to complete this action.' END FROM [dbo].[Diary] DIA INNER JOIN [dbo].[matters] MAT INNER JOIN [dbo].[Contacts] CNT ON CNT.[Code] = MAT.[ClientCode] ON MAT.[Code] = DIA.[CASECODE] LEFT OUTER JOIN [dbo].[TemplateActions] TAC ON TAC.[ACTIONCODE] = dia.[ACTIONCODE] INNER JOIN [dbo].[Handlers] FHA ON FHA.[CODE] = @CurFee WHERE DIA.[ACTIONID] = @ActionID END /* IF not authorised, do not do anything ELSE */ IF ((SELECT Top 1 ErrorMsg FROM @ErrorMsgTable)<>'Cont') BEGIN SET @Continue = 1 END ELSE BEGIN DELETE FROM @ErrorMsgTable END IF (@Continue = 0) BEGIN /* this function returns error messages for each dependent action that has not been completed within the required timeframe. This should also be checked in the client application, and it should display the error messages returned by this function. Here it suffices to make sure there are 0 messages before we proceed. */ --SELECT @CountFailedDependentActions = COUNT(1) -- FROM [dbo].[ky_WDActionCheckDependentActions](@ActionID) /* If there are any messages, do not continue */ INSERT INTO @ErrorMsgTable ([ErrorMsg]) SELECT CONVERT(VARCHAR(1000), RTRIM(ISNULL(DPA.[DependentActionDescription], '') + ' must be complete') + CASE WHEN ISNULL(DPA.[TimeFrame], '') = 'Any Time' THEN '' WHEN ISNULL(DPA.[TimeFramAmount], 0) <= 0 THEN '' ELSE ' (within a timeframe of ' + CONVERT(VARCHAR(4), convert(INT, ISNULL(DPA.[TimeFramAmount], 0))) + ' ' + ISNULL(DPA.[TimeFrame], 0) + ')' END + ' before you can complete this action') AS [ErrorMessage] FROM [dbo].[Diary] DIA OUTER APPLY (SELECT TDA.[ActionCode], TDA.[DependentActionCode], TDA.[TimeFramAmount], TDA.[TimeFrame], TDA.[Status], RTRIM(ISNULL(TAD.[DESC], '')) AS [DependentActionDescription] FROM [dbo].[TemplateDependentActions] TDA INNER JOIN [dbo].[TemplateActions] TAD ON TAD.[ACTIONCODE] = TDA.[DependentActionCode] WHERE TDA.[ActionCode] = DIA.[ActionCode]) DPA OUTER APPLY (SELECT COUNT(1) AS TOTAL FROM [dbo].[diary] DEPA WHERE DEPA.[CASECODE] = DIA.[CASECODE] AND DEPA.[ACTIONCODE] = DPA.[DependentActionCode] AND DEPA.[STATUS] = 1 AND DEPA.[DATE] >= 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) FON WHERE DIA.[ACTIONID] = @ActionID AND DPA.[ActionCode] IS NOT NULL AND FON.[TOTAL] = 0 IF (SELECT COUNT(*) FROM @ErrorMsgTable) <> 0 BEGIN SET @Continue =1 END END -- END IF (@Continue = 0) /* now all the checks are done, we are going to make actual database changes. All this should be atomic so we wrap the whole lot into a transaction */ BEGIN TRANSACTION BEGIN TRY BEGIN IF (@Continue = 0) BEGIN /* some date and time variables that may be used in several of the updates that follow */ -- full date/time IF @HoldDate=0 BEGIN 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].[ky_ConvertTimeToClarion](@Now)) SET @NowClarionEndTime = convert(CHAR(10), [dbo].[ky_ConvertTimeToClarion](dateadd(mi, 30, @Now))) END ELSE BEGIN SET @Now = (SELECT [DATE] FROM Diary WHERE ACTIONID =@ActionID ) -- 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].[ky_ConvertTimeToClarion](@Now)) SET @NowClarionEndTime = convert(CHAR(10), [dbo].[ky_ConvertTimeToClarion](dateadd(mi, 30, @Now))) END SELECT @LocDel = DEL.[DELEGATE] FROM [dbo].[DiaryDelegations] DEL WHERE DEL.[ACTIONID] = @ActionID AND DEL.[HANDLER] = @CurFee AND ISNULL(DEL.[STATUS], 0) = 0 IF (@@ERROR <> 0) BEGIN /* this will eventually lead to a rollback */ SET @Continue = 1 END -- END IF (@@ERROR <> 0) /* update all Diary delegation records that were assigned to the current handler */ UPDATE DEL SET DEL.[DATER] = @NowDateOnly, DEL.[TIMER] = @NowClarionTime, DEL.[STATUS] = 1 FROM [dbo].[DiaryDelegations] DEL WHERE DEL.[ACTIONID] = @ActionID AND DEL.[HANDLER] = @CurFee AND IsNull(DEL.[Status], 0) = 0 IF (@@ERROR <> 0) BEGIN /* this will eventually lead to a rollback */ SET @Continue = 1 END -- END IF (@@ERROR <> 0) IF (@Owner = 1) BEGIN IF (@Continue = 0) BEGIN /* top condition: (@Owner = 1) */ /* Phone and E-mail records */ UPDATE DIA SET DIA.[STATUS] = 1, DIA.[PROCESSSTATUS] = 0, DIA.[FNCODE] = CASE WHEN @TakeOwnership = 1 THEN @CurFee ELSE DIA.[FNCODE] END, DIA.[TEAMCODE] = CASE WHEN @TakeOwnership = 1 THEN @CurTeam ELSE DIA.[TEAMCODE] END FROM [dbo].[Diary] DIA WHERE DIA.[ACTIONID] = @ActionID --AND -- ISNULL(DIA.[ACTIONTYPE],'') NOT IN ('A','D','S') -- Pino 2015-10-12, add 'D' (Dictations) to exceptions 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) */ /* If it is a normal Action, update some date information, too */ UPDATE DIA SET DIA.[STATUS] = 1, DIA.[PROCESSSTATUS] = 0, DIA.[DATE] = @Now, DIA.[DYSTARTTIME] = @NowClarionTime, DIA.[DYENDTIME] = @NowClarionEndTime, DIA.[FNCODE] = CASE WHEN @TakeOwnership = 1 THEN @CurFee ELSE DIA.[FNCODE] END, DIA.[TEAMCODE] = CASE WHEN @TakeOwnership = 1 THEN @CurTeam ELSE DIA.[TEAMCODE] END FROM [dbo].[Diary] DIA WHERE DIA.[ACTIONID] = @ActionID -- AND IsNull(DIA.[ACTIONTYPE], '') IN ('A', 'D','S') -- Pino 2015-10-12, do this also for Dictations ('D') 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) */ SET @VCActionID = convert(VARCHAR(50), @ActionID) /* Better to keep these updates in-line since we're wrapping it all into a transaction; we don't want to introduce further complications with calls to external procedures that update the database at this point. Originally: EXEC [dbo].[ky_SetLinkedAlarms] 'Actioned', 'Action', @VCActionID */ UPDATE ALM SET ALM.[Status] = @DisabledAlarmStatusID FROM [dbo].[Alarms] ALM WHERE ALM.[Type] = @ActionTypeID AND ALM.[LinkID] = @VCActionID 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) */ /* When applicable, make sure that the Matter status reflects the status of this completed action */ --UPDATE MAT -- SET MAT.[Status] = TAC.[STATUS] -- FROM [dbo].[Diary] DIA -- INNER JOIN [dbo].[matters] MAT -- ON MAT.[Code] = DIA.[CASECODE] -- INNER JOIN [dbo].[TemplateActions] TAC -- ON TAC.[ACTIONCODE] = DIA.[ACTIONCODE] -- AND ISNULL(TAC.[STATUS], '') NOT IN ('NA', 'N/A', '') -- WHERE DIA.[ACTIONID] = @ActionID UPDATE MAT SET MAT.[Status] = DIA.[ACTIONSTATUS] FROM [dbo].[Diary] DIA INNER JOIN [dbo].[matters] MAT ON MAT.[Code] = DIA.[CASECODE] AND ISNULL(DIA.[ACTIONSTATUS], '') NOT IN ('NA', 'N/A', '') 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 = 1) */ /* Update Case Master */ UPDATE CSM SET CSM.[CSDATELASTACN_DATE] = @NowDateOnly FROM [dbo].[Diary] DIA INNER JOIN [dbo].[CaseMaster] CSM ON CSM.[CSCODE] = DIA.[CASECODE] 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 = 1) */ /* Example of @NextActionsXML: Y Do 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], [Date] FROM OPENXML(@idoc, 'NA/NextAction', 2) WITH(Process VARCHAR(1) 'Process', Decision VARCHAR(10) 'Decision', Code VARCHAR(5) 'Code', [Date] DATETIME) BLCH WHERE BLCH.[Process] = 'Y' AND BLCH.[Decision] = 'Do' IF (@@ERROR <> 0) BEGIN /* this will eventually lead to a rollback */ SET @Continue = 1 END -- END IF (@@ERROR <> 0) END -- END IF (@Continue = 0) END -- END IF (@Continue = 0) EXEC sp_xml_removedocument @idoc IF (@@ERROR <> 0) BEGIN /* this will eventually lead to a rollback */ SET @Continue = 1 END -- END IF (@@ERROR <> 0) IF (@Continue = 0) BEGIN /* top condition: (@Owner = 1) / NextActions */ UPDATE @NA SET [ActionID] = [ActionID] + [ID] IF (@@ERROR <> 0) BEGIN /* this will eventually lead to a rollback */ SET @Continue = 1 END -- END IF (@@ERROR <> 0) END -- END IF (@Continue = 0) IF (@Continue = 0) BEGIN /* top condition: (@Owner = 1) / NextActions */ /* The following is based on the original Clarion AddDiaryStep procedure (in CaseFun) Based on the NextActions in the temporary @NA table this code will: - Create new Diary entries, - Add their DiaryDelegation records, - Set the Linked Alarm - Update CaseMaster with the last added Diary Work Type ADDDIARYSTEP - START */ INSERT INTO [dbo].[Diary] ([ActionID], [CASECODE], [DATE], [STATUS], [ACTIONSTATUS], [ACTIONCODE], [ACTIONTYPE], [FnCode], [TeamCode], [Text1], [Displaytext], [DYStartTime], [DYEndTime], [DueDate], [ImageNo], [Publish], [Priority], [Highlighted], [Billable], [ProcessStatus], [BillDescription], [MILESTEONETYPE], [ORGINALACTIONID], [DraftBillNo], [Subject]) SELECT NA.[ActionID], DIA.[CASECODE] AS [CASECODE], --[dbo].[ky_WDGetDate](@Now, -- TNA.[WHENTYPE], -- TNA.[WHEN]) AS [DATE], NA.[Date] AS [DATE], 0 AS [STATUS], TAC.[STATUS] AS [ACTIONSTATUS], NA.[Code] AS [ACTIONCODE], TAC.[ACTIONCATEGORY] AS [ACTIONTYPE], CASE TAC.[AssignActionTo] WHEN 'C' THEN MAT.[FECode] WHEN 'P' THEN MAT.[Partner] WHEN 'F' THEN CNT.[FE] WHEN 'O' THEN TAC.[ASSIGNHANDLER] ELSE @CurFee END AS [FnCode], CASE TAC.[AssignTeamActionTo] WHEN 'O' THEN TAC.[ASSIGNTEAM] ELSE HAN.[TEAM] END AS [TeamCode], TAC.[DESC] AS [Text1], [dbo].[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 ErrorMsg FROM @ErrorMsgTable END ELSE -- ELSE (IF (@Continue = 0)) BEGIN ROLLBACK SELECT ErrorMsg FROM @ErrorMsgTable END -- END IF (@Continue = 0) IF NOT (@Arrangement = '') BEGIN UPDATE [MAT] SET [MAT].[ChargeArrangement] = @Arrangement, [MAT].[CollectingBalance] = 0 FROM [dbo].[Diary] [DIA] INNER JOIN [dbo].[matters] [MAT] ON [MAT].[Code] = [DIA].[CASECODE] WHERE [DIA].[ACTIONID] = @ActionID END SET NoCount OFF END GO IF 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 * *******************************************************************************************************/ BEGIN -- SET NOCOUNT ON added to prevent extra result sets from -- interfering with SELECT statements. SET NOCOUNT ON; SELECT RTRIM(ISNULL(TNA.[DECISION], '')) AS [Decision], RTRIM(ISNULL(TNA.[NEXTACTION], '')) AS [NextAction], TNAC.[DESC] AS [NextActionDescription], TAC.[NEXTACTIONOPTIONAL] AS NextActionOptional, CASE WHEN DPA.[TimeFrame] = 'Any Time' THEN CONVERT(DATETIME, '18010101') WHEN DPA.[TimeFrame] = 'Day(s)' THEN DATEADD(DD, -DPA.[TimeFramAmount], DIA.[DATE]) WHEN DPA.[TimeFrame] = 'Week(s)' THEN DATEADD(WK, -DPA.[TimeFramAmount], DIA.[DATE]) WHEN DPA.[TimeFrame] = 'Month(s)' THEN DATEADD(MM, -DPA.[TimeFramAmount], DIA.[DATE]) WHEN DPA.[TimeFrame] = 'Year(s)' THEN DATEADD(YY, -DPA.[TimeFramAmount], DIA.[DATE]) ELSE CONVERT(DATETIME, '18010101') END AS [TimeFrame], [dbo].[ky_WDGetDate](GETDATE(),TNA.[WHENTYPE],TNA.[WHEN]) AS [On] FROM [diary] DIA INNER JOIN [TemplateActions] TAC ON TAC.[ACTIONCODE] = DIA.[ACTIONCODE] INNER JOIN [TemplateNextActions] TNA INNER JOIN [TemplateActions] TNAC ON TNAC.[ACTIONCODE] = TNA.[NEXTACTION] ON TNA.[ACTION] = TAC.[ACTIONCODE] LEFT JOIN TemplateDependentActions DPA ON DPA.DependentActionCode = TNA.ACTION WHERE [ACTIONID] = @ActionId END GO IF EXISTS (SELECT TOP 1 1 FROM SYS.[objects] SO WHERE SO.[name] = N'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 OBJECT_ID(N'KAAS_TemplateQueryExecutor',N'P')IS NOT NULL DROP PROCEDURE [KAAS_TemplateQueryExecutor] 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 * *******************************************************************************************************/ BEGIN DECLARE @NCOMMAND NVARCHAR(MAX) DECLARE @Query VARCHAR(MAX) DECLARE @templateId INT SET @templateId = ( SELECT DISTINCT UT.TemplateId 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 TemplateQuery FROM [UITemplates] WHERE TemplateId=@templateId) 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_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 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 UND.[DATE] END AS [DATE], UND.[DISCHARGEDATE] 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] = '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. * *******************************************************************************************************/ 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], [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 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, @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 * *******************************************************************************************************/ 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 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), @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 ************************************************************************************************************/ BEGIN DECLARE @LEN INT DECLARE @FPATH VARCHAR(1000) DECLARE @ActionID INT DECLARE @ActionType VARCHAR(1) DECLARE @UserName 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], ''))), @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 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' 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) 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_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 VARCHAR(10), @Started DATETIME, @StatuteLimit DATETIME, @DepositName VARCHAR(30), @EstimatedFees DECIMAL(17,2), @FixedFee VARCHAR(1), @ExpBillDate DATETIME, @IsEstimateGiven BIT, @IsSection13 BIT, @OutlayBudget VARCHAR(100), @Type VARCHAR(10), @Comments VARCHAR(3000), @EffectivelyComplete BIT, @ShowInAlert CHAR(1), @UserCode VARCHAR(6), @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 *2019 05 24 Arun V Copied from ky_NETMATUpdateMatterDetails ************************************************************************************************************************/ 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 SELECT @SatuteWarning = ISNULL([KeyValue],0) FROM Settings WHERE KeyName = 'SatuteWarning' 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] = @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, 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); --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, dateadd(DAY,cast('-' + cast(@SatuteWarning as VARCHAR(30)) as Int), @StatuteLimit), 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, dateadd(DAY,cast('-' + cast(@SatuteWarning as VARCHAR(30)) as Int), @StatuteLimit), 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 DATETIME, @ActualDestroyDate DATETIME, @DestroyedBy VARCHAR(10), @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 * *******************************************************************************************************/ BEGIN SET NOCOUNT ON UPDATE Matters SET [ClosingDate] = @DateFileClosed, [Location] = @Location , [ArchiveLocation] = @ArchiveLocation , [FileBarCodeNo] = @FileBarCodeNo , [BoxBarCodeNo] = @BoxBarCodeNo , [BoxNumber] = @BoxNumber , [DestroyDate] = @ExpectedDestroyDate , [ActualDestroyDate] = @ActualDestroyDate , [DestroyedBy] = @DestroyedBy 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_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. ************************************************************************************************************************/ 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 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, @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 ************************************************************************************************************************/ BEGIN SET NOCOUNT ON DECLARE @ClientAddress VARCHAR(15) --='' DECLARE @OfficeAddress VARCHAR(15) --= '' DECLARE @beforeSatuteDate DATETIME DECLARE @OldEstimateValue DECIMAL(17,2) --Branch Details Update in 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 UPDATE 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 WHERE Code = @MatterCode UPDATE CaseMaster SET CSWKTCode = @CasePlan, CSPLAINTNO = @CsRecordNo WHERE CSCode = @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_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].[ky_NETPSetMostRecentMatter] @HANDLER, @MATTER 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 ******************************************************************************************************/ BEGIN SET NOCOUNT ON; 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 ******************************************************************************************************/ BEGIN SET NOCOUNT ON; 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_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_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] = 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) ) 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 * *******************************************************************************************************/ 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) -- ) EXEC KAAS_GetContactsByHandlerPrivilege @LoginHandlerCode 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 Branch 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), @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 * *******************************************************************************************************/ 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], [ApprovedDate], [ApprovedByUSER]) VALUES(@Code, @Name, @Address, @Salut, @Tel, @Fax, @Email, @FeeEarner, @IsApproved, 'N', @CHARGELEVEL, @SecondaryEmail, @RSINo, 'Y', 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(18,9), @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 * *******************************************************************************************************/ 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 * *******************************************************************************************************/ 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 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) 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 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 = 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]) 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]) 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] 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 * *************************************************************************************************************/ 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 @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] 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') [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]) 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) 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 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 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] = @DOD, [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_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, @PageSize INT) AS /******************************************************************************************************* * Performs a matter search based on search criteria passed in in XML format through @Search. * * * * Stored Procedure Name : [dbo].[KAAS_XMLMatterSearch] * * Copied from : [dbo].[ky_NETSPXMLMatterSearch2] * * * * Modification History: * * 2019-04-24 Vinodhan K Created * *******************************************************************************************************/ BEGIN DECLARE @closed NCHAR(1) DECLARE @orderby NVARCHAR(50) DECLARE @order NVARCHAR(4) DECLARE @howmany INT DECLARE @handler NVARCHAR(10) DECLARE @which INT DECLARE @BitWiseID BIGINT DECLARE @searchtext VARCHAR(MAX) DECLARE @searchonlycode VARCHAR(3) DECLARE @departmentdesc VARCHAR(50) DECLARE @department VARCHAR(5) DECLARE @worktypedesc VARCHAR(50) DECLARE @worktype VARCHAR(5) DECLARE @filecolourdesc VARCHAR(20) DECLARE @filecolour VARCHAR(3) DECLARE @feecode VARCHAR(10) DECLARE @includename BIT DECLARE @includedescription BIT DECLARE @includeaddress BIT DECLARE @includeemail BIT DECLARE @includecode BIT DECLARE @includeoldref BIT DECLARE @includeuser1 BIT DECLARE @andorname VARCHAR(3) DECLARE @andornamevalue VARCHAR(200) DECLARE @andordescription VARCHAR(3) DECLARE @andordescriptionvalue VARCHAR(200) DECLARE @andoraddress VARCHAR(3) DECLARE @andoraddressvalue VARCHAR(200) DECLARE @andorcode VARCHAR(3) DECLARE @andorcodevalue VARCHAR(200) DECLARE @andorfeecode VARCHAR(3) DECLARE @andorfeecodevalue VARCHAR(200) DECLARE @andoroldref VARCHAR(3) DECLARE @andoroldrefvalue VARCHAR(200) DECLARE @andordept VARCHAR(3) DECLARE @andordeptvalue VARCHAR(200) DECLARE @andoruser1 VARCHAR(3) DECLARE @andoruser1value VARCHAR(200) DECLARE @andoruser2 VARCHAR(3) DECLARE @andoruser2value VARCHAR(200) DECLARE @andoruser3 VARCHAR(3) DECLARE @andoruser3value VARCHAR(200) DECLARE @andoryourref VARCHAR(3) DECLARE @andoryourrefvalue VARCHAR(200) DECLARE @andorwtype VARCHAR(3) DECLARE @andorwtypevalue VARCHAR(200) DECLARE @iSL INT DECLARE @StartRow INT; DECLARE @EndRow INT; SET @PageNumber = ISNULL(@PageNumber, 0) - 1; -- 0 BASED INDEX IF(@PageNumber > -1) BEGIN SET @StartRow = ((@PageNumber) * @PageSize) + 1; SET @EndRow = (@StartRow + @PageSize) - 1; END BEGIN TRY EXEC sp_xml_preparedocument @iSL OUTPUT, @Search END TRY BEGIN CATCH EXEC sp_xml_preparedocument @iSL OUTPUT, N'' END CATCH SELECT @closed = CASE ISNULL(SRC.[closed], N'N') WHEN N'Y' THEN N'Y' WHEN N'B' THEN N'B' ELSE N'N' END, @orderby = ISNULL(SRC.[orderby], N''), @order = CASE ISNULL(SRC.[order], N'DESC') WHEN N'DESC' THEN N'DESC' ELSE N'ASC' END, @howmany = ISNULL(SRC.[howmany], 500), @handler = ISNULL(SRC.[handler], N''), @which = CASE ISNULL(SRC.[which], 0) WHEN 1 THEN 1 --My Matters WHEN 2 THEN 2 --Recent Matters ELSE 0 END, --All Matters @searchtext = ISNULL(SRC.[search], ''), @searchonlycode = ISNULL(SRC.[searchonlycode], ''), @departmentdesc = ISNULL(SRC.[dept], ''), @worktypedesc = ISNULL(SRC.[wtype], ''), @filecolourdesc = ISNULL(SRC.[colour], ''), @feecode = ISNULL(SRC.[feecodefilter], ''), @includeaddress = ISNULL(SRC.[includeaddress], 0), @includeemail = ISNULL(SRC.[includeemail], 0), @includecode = ISNULL(SRC.[includecode], 0), @includedescription = ISNULL(SRC.[includedescription], 0), @includename = ISNULL(SRC.[includename], 0), @includeoldref = ISNULL(SRC.[includeoldref], 0), @includeuser1 = ISNULL(SRC.[includeuser1], 0), @andorname = ISNULL(SRC.[andorname], ''), @andornamevalue = ISNULL(SRC.[andornamevalue], ''), @andordescription = ISNULL(SRC.[andordescription], ''), @andordescriptionvalue = ISNULL(SRC.[andordescriptionvalue], ''), @andoraddress = ISNULL(SRC.[andoraddress], ''), @andoraddressvalue = ISNULL(SRC.[andoraddressvalue], ''), @andorcode = ISNULL(SRC.[andorcode], ''), @andorcodevalue = ISNULL(SRC.[andorcodevalue], ''), @andorfeecode = ISNULL(SRC.[andorfeecode], ''), @andorfeecodevalue = ISNULL(SRC.[andorfeecodevalue], ''), @andoroldref = ISNULL(SRC.[andoroldref], ''), @andoroldrefvalue = ISNULL(SRC.[andoroldrefvalue], ''), @andordept = ISNULL(SRC.[andordept], ''), @andordeptvalue = ISNULL(SRC.[andordeptvalue], ''), @andoruser1 = ISNULL(SRC.[andoruser1], ''), @andoruser1value = ISNULL(SRC.[andoruser1value], ''), @andoruser2 = ISNULL(SRC.[andoruser2], ''), @andoruser2value = ISNULL(SRC.[andoruser2value], ''), @andoruser3 = ISNULL(SRC.[andoruser3], ''), @andoruser3value = ISNULL(SRC.[andoruser3value], ''), @andoryourref = ISNULL(SRC.[andoryourref], ''), @andoryourrefvalue = ISNULL(SRC.[andoryourrefvalue], ''), @andorwtype = ISNULL(SRC.[andorwtype], ''), @andorwtypevalue = ISNULL(SRC.[andorwtypevalue], '') FROM OPENXML(@iSL, N'search') WITH ([closed] NCHAR(1) '@closed', [orderby] NVARCHAR(50) '@orderby', [order] NVARCHAR(4) '@order', [howmany] INT '@howmany', [handler] NVARCHAR(10) '@handler', [which] INT '@which', [search] VARCHAR(MAX) '@search', [searchonlycode] VARCHAR(3) '@searchonlycode', [dept] VARCHAR(50) '@departmentfilter', [wtype] VARCHAR(50) '@worktypefilter', [colour] VARCHAR(20) '@filecolourfilter', [feecodefilter] VARCHAR(10) '@feecodefilter', [includeaddress] BIT 'include/includefield[@name="address"]', [includecode] BIT 'include/includefield[@name="code"]', [includedescription] BIT 'include/includefield[@name="description"]', [includename] BIT 'include/includefield[@name="name"]', [includeoldref] BIT 'include/includefield[@name="oldref"]', [includeuser1] BIT 'include/includefield[@name="user1"]', [includeemail] BIT 'include/includefield[@name="email"]', [andorname] VARCHAR(3) 'andor/andorfield[@name="name"]/@andor', [andornamevalue] VARCHAR(100) 'andor/andorfield[@name="name"]/@search', [andordescription] VARCHAR(3) 'andor/andorfield[@name="description"]/@andor', [andordescriptionvalue] VARCHAR(100) 'andor/andorfield[@name="description"]/@search', [andoraddress] VARCHAR(3) 'andor/andorfield[@name="address"]/@andor', [andoraddressvalue] VARCHAR(100) 'andor/andorfield[@name="address"]/@search', [andorcode] VARCHAR(3) 'andor/andorfield[@name="code"]/@andor', [andorcodevalue] VARCHAR(100) 'andor/andorfield[@name="code"]/@search', [andorfeecode] VARCHAR(3) 'andor/andorfield[@name="feecode"]/@andor', [andorfeecodevalue] VARCHAR(100) 'andor/andorfield[@name="feecode"]/@search', [andoroldref] VARCHAR(3) 'andor/andorfield[@name="oldref"]/@andor', [andoroldrefvalue] VARCHAR(100) 'andor/andorfield[@name="oldref"]/@search', [andordept] VARCHAR(3) 'andor/andorfield[@name="dept"]/@andor', [andordeptvalue] VARCHAR(100) 'andor/andorfield[@name="dept"]/@search', [andoruser1] VARCHAR(3) 'andor/andorfield[@name="user1"]/@andor', [andoruser1value] VARCHAR(100) 'andor/andorfield[@name="user1"]/@search', [andoruser2] VARCHAR(3) 'andor/andorfield[@name="user2"]/@andor', [andoruser2value] VARCHAR(100) 'andor/andorfield[@name="user2"]/@search', [andoruser3] VARCHAR(3) 'andor/andorfield[@name="user3"]/@andor', [andoruser3value] VARCHAR(100) 'andor/andorfield[@name="user3"]/@search', [andoryourref] VARCHAR(3) 'andor/andorfield[@name="yourref"]/@andor', [andoryourrefvalue] VARCHAR(100) 'andor/andorfield[@name="yourref"]/@search', [andorwtype] VARCHAR(3) 'andor/andorfield[@name="wtype"]/@andor', [andorwtypevalue] VARCHAR(100) 'andor/andorfield[@name="wtype"]/@search') SRC IF @filecolourdesc <> '' BEGIN SELECT @filecolour = FC.[COLOURCODE] FROM [dbo].[FileColours] FC WITH (NOLOCK) WHERE FC.[COLOURDESC] = @filecolourdesc END SET @filecolour = ISNULL(@filecolour, '') IF @departmentdesc <> '' BEGIN SELECT @department = DP.[CODE] FROM [dbo].[Departments] DP WITH (NOLOCK) WHERE DP.[DESCRIPTION] = @departmentdesc END SET @department = ISNULL(@department, '') IF @worktypedesc <> '' BEGIN IF @worktypedesc LIKE 'Unknown Worktype: %' BEGIN SELECT @worktype = WT.[CODE] FROM [dbo].[WorkTypes] WT WITH (NOLOCK) WHERE 'Unknown Worktype: ' + WT.[CODE] = @worktypedesc OR WT.[DESC] = @worktypedesc END ELSE BEGIN SELECT @worktype = WT.[CODE] FROM [dbo].[WorkTypes] WT WITH (NOLOCK) WHERE WT.[DESC] = @worktypedesc END END SET @worktype = ISNULL(@worktype, '') SET @feecode = ISNULL(@feecode, '') EXEC sp_xml_removedocument @iSL DECLARE @NCOMMAND NVARCHAR(MAX) DECLARE @HasWhere BIT SET @HasWhere = 0 SET @handler = CASE WHEN RTRIM(ISNULL(@handler, '')) = '' THEN 'ADM' ELSE RTRIM(@handler) END SELECT @BitWiseID = HNG.[BitWiseID] FROM HandlerNETGroupMembership HNG WITH (NOLOCK) WHERE HNG.[HANDLER] = CONVERT(VARCHAR(10), @handler) SET @BitWiseID = ISNULL(@BitWiseID, [dbo].[KAAS_FN_GetOldPermissions](RTRIM(ISNULL(@handler, '')))) IF (@handler = 'ADM') BEGIN SET @BitWiseID = CONVERT(BIGINT, -1) END SET @NCOMMAND = N' --SELECT ''How Many: '' + CONVERT(VARCHAR(10), @HowMany) --SELECT ''Handler: '' + @Handler --SELECT ''BitWise ID: '' + CONVERT(VARCHAR(10), @BitWiseID) DECLARE @Result TABLE ([id] INT IDENTITY(1, 1) PRIMARY KEY CLUSTERED, [Time] VARCHAR(5) NOT NULL, [Code] VARCHAR(20) NOT NULL, [FileColour] VARCHAR(20) NOT NULL, [FileColour_Fld] VARCHAR(20) NOT NULL, [BackgroundColour] VARCHAR(30) NOT NULL, [TextColour] VARCHAR(30) NOT NULL, [Name] VARCHAR(256) NOT NULL, [Description] VARCHAR(200) NOT NULL, [Fe] VARCHAR(30) NOT NULL, [FeeCode] VARCHAR(10) NOT NULL, [FeeEarner] VARCHAR(30) NOT NULL, [User1] VARCHAR(100) NOT NULL, [User2] VARCHAR(100) NOT NULL, [User3] VARCHAR(100) NOT NULL, [Started] DATETIME NOT NULL, [Dept] VARCHAR(50) NOT NULL, [WorkType] VARCHAR(50) NOT NULL, [Privileges] BIGINT NOT NULL, [OldRef] VARCHAR(12) NOT NULL, [Address] VARCHAR(500) NOT NULL, [Email] VARCHAR(50) NOT NULL, [Closed] CHAR(1) NOT NULL, [OrgCloseDate] DATETIME NULL, [CloseDate] DATETIME NULL, [FileRGBColour] INT NOT NULL, [LastAccessed] DATETIME NULL, [PhoneNumber] VARCHAR(50) NOT NULL, [FileNum] INT NOT NULL, [ClientCode] VARCHAR(10) NOT NULL, [DepartmentCode] VARCHAR(5) NOT NULL, [FeeEarnerTeam] VARCHAR(10) NOT NULL, [TeamName] VARCHAR(30) NOT NULL, [YourRef] VARCHAR(100) NOT NULL, [CaseStatusCode] VARCHAR(6) NOT NULL, [CaseStatusDesc] VARCHAR(50) NOT NULL) INSERT INTO @Result ([Time], [Code], [FileColour], [FileColour_Fld], [BackgroundColour], [TextColour], [Name], [Description], [Fe], [FeeCode], [FeeEarner], [User1], [User2], [User3], [Started], [Dept], [WorkType], [Privileges], [OldRef], [Address], [Email], [Closed], [OrgCloseDate], [CloseDate], [FileRGBColour], [LastAccessed], [PhoneNumber], [FileNum], [ClientCode], [DepartmentCode], [FeeEarnerTeam], [TeamName], [YourRef], [CaseStatusCode], [CaseStatusDesc]) SELECT CASE WHEN TTT.[TOTALTIME] = ''00:00'' THEN '''' ELSE TTT.[TOTALTIME] END AS [Time], SM.[Code] AS [Code], SM.[FileColourDescription] AS [FileColour], SM.[FileColourDescription] AS [FileColour_Fld], SM.[FileBackgroundColour] AS [BackgroundColour], SM.[TextColour] AS [TextColour], SM.[Name] AS [Name], SM.[Description] AS [Description], SM.[HandlerName] AS [Fe], SM.[FECode] AS [FeeCode], SM.[HandlerName] AS [FeeEarner], SM.[User1] AS [User1], SM.[User2] AS [User2], SM.[User3] AS [User3], SM.[Started] AS [Started], SM.[DeptDescription] AS [Dept], SM.[WTypeDescription] AS [WorkType], SM.[Privileges] AS [Privileges], SM.[OldRef] AS [OldRef], SM.[Address] AS [Address], SM.[Email] AS [Email], CASE WHEN SM.[Closed] = 0 THEN ''N'' ELSE ''Y'' END AS [Closed], SM.[OrgClosedDate] AS [OrgCloseDate], SM.[CloseDate] AS [CloseDate], SM.[FileRGBColour] AS [FileRGBColour], CASE WHEN YEAR(ISNULL(RML.[DateField], CONVERT(DATETIME, ''18000101''))) < 1901 THEN NULL ELSE ISNULL(RML.[DateField], CONVERT(DATETIME, ''18000101'')) END AS [LastAccessed], SM.[PhoneNumber] AS [PhoneNumber], SM.[FileNum] AS [FileNum], SM.[ClientCode] AS [ClientCode], SM.[Dept] AS [DepartmentCode], SM.[Team] AS [FeeEarnerTeam], SM.[TeamName] AS [TeamName], SM.[YourRef] AS [YourRef], SM.[MatterStatus] AS [CaseStatusCode], SM.[MatterStatusDescription] AS [CaseStatusDesc] FROM [dbo].[SearchMatters] SM WITH (NOLOCK) CROSS APPLY (SELECT SUBSTRING(CONVERT(VARCHAR, DATEADD(minute, ISNULL(SUM(ISNULL(TDB.[time], 0)), 0), ''19000101''), 108), 1, 5) AS [TOTALTIME] FROM [dbo].[TimeDayBook] TDB WITH (NOLOCK) WHERE TDB.[FeeEarn] = @Handler AND TDB.[matter] = SM.[code]) TTT' SET @NCOMMAND = @NCOMMAND + N' LEFT OUTER JOIN [dbo].[RecentMatterList] RML WITH (NOLOCK) ON RML.[FEE] = @handler AND RML.[MATTER] = SM.[Code]' IF (@BitWiseID = 0) BEGIN SET @NCOMMAND = @NCOMMAND + N' WHERE ( SM.[Privileges] = 0 OR SM.[Privileges] = -1)' END ELSE IF (@BitWiseID = -1) BEGIN SET @NCOMMAND = @NCOMMAND + N' WHERE 1 = 1' END ELSE BEGIN SET @NCOMMAND = @NCOMMAND + N' WHERE SM.[Privileges] & @BitWiseID <> 0' END IF (@which = 1) BEGIN SET @NCOMMAND = @NCOMMAND + N' AND SM.[FECode] = @handler' END IF (@closed = 'N') BEGIN SET @NCOMMAND = @NCOMMAND + N' AND SM.[Closed] = 0' END IF (@closed = 'Y') BEGIN SET @NCOMMAND = @NCOMMAND + N' AND SM.[Closed] = 1' END IF (@worktype <> '') BEGIN SET @NCOMMAND = @NCOMMAND + N' AND SM.[WType] = @WorkType' END IF (@department <> '') BEGIN SET @NCOMMAND = @NCOMMAND + N' AND SM.[Dept] = @department' END IF (@filecolour <> '') BEGIN SET @NCOMMAND = @NCOMMAND + N' AND SM.[FileColour] = @filecolour' END IF (@feecode <> '') BEGIN SET @NCOMMAND = @NCOMMAND + N' AND SM.[FECode] = @feecode' END DECLARE @SearchIncludes NVARCHAR(MAX) SET @SearchIncludes = N'' IF (@searchtext <> '') BEGIN IF SUBSTRING(@searchtext, 1, 1) <> '%' BEGIN SET @searchtext = '%' + @searchtext END IF SUBSTRING(@searchtext, LEN(@searchtext), 1) <> '%' BEGIN SET @searchtext = @searchtext + '%' END SET @searchtext = @searchtext COLLATE SQL_Latin1_General_Cp1251_CS_AS IF (@includeaddress = 0) AND (@includecode = 0) AND (@includedescription = 0) AND (@includename = 0) AND (@includeoldref = 0) AND (@includeuser1 = 0) AND (@includeemail = 0) BEGIN -- This is the standard call - not from Advanced Matter Search, so we search in everything IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END IF @searchonlycode <> 'yes' BEGIN SET @SearchIncludes = @SearchIncludes + N'SM.[NCDescription] LIKE @searchtext OR SM.[Code] LIKE @searchtext OR SM.[User1] LIKE @searchtext OR SM.[User2] LIKE @searchtext OR SM.[User3] LIKE @searchtext OR SM.[OldRef] LIKE @searchtext OR SM.[YourRef] LIKE @searchtext OR SM.[NCName] LIKE @searchtext OR SM.[NCAddress] LIKE @searchtext OR SM.[Email] LIKE @searchtext OR SM.[NCHandlerName] LIKE @searchtext OR SM.[NCPartnerName] LIKE @searchtext OR SM.[DeptDescription] LIKE @searchtext OR SM.[WTypeDescription] LIKE @searchtext OR SM.[FileColourDescription] LIKE @searchtext OR SM.[MatterStatusDescription] LIKE @searchtext' END ELSE BEGIN SET @SearchIncludes = @SearchIncludes + N'SM.[Code] LIKE @searchtext' END END ELSE BEGIN IF (@includeaddress = 1) BEGIN IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[NCAddress] LIKE @searchtext' END IF (@includecode = 1) BEGIN IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[Code] LIKE @searchtext' END IF (@includedescription = 1) BEGIN IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[NCDescription] LIKE @searchtext' END IF (@includename = 1) BEGIN IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[NCName] LIKE @searchtext' END IF (@includeoldref = 1) BEGIN IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[OldRef] LIKE @searchtext' END IF (@includeuser1 = 1) BEGIN IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[User1] LIKE @searchtext' END IF (@includeemail = 1) BEGIN IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[Email] LIKE @searchtext' END END END IF @andoraddress = 'OR' BEGIN IF SUBSTRING(@andoraddressvalue, 1, 1) <> '%' BEGIN SET @andoraddressvalue = '%' + @andoraddressvalue END IF SUBSTRING(@andoraddressvalue, LEN(@andoraddressvalue), 1) <> '%' BEGIN SET @andoraddressvalue = @andoraddressvalue + '%' END SET @andoraddressvalue = @andoraddressvalue COLLATE SQL_Latin1_General_Cp1251_CS_AS IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[NCAddress] LIKE @andoraddressvalue' END IF @andorcode = 'OR' BEGIN IF CHARINDEX('%', @andorcodevalue, 1) = 0 BEGIN IF SUBSTRING(@andorcodevalue, 1, 1) <> '%' BEGIN SET @andorcodevalue = '%' + @andorcodevalue END IF SUBSTRING(@andorcodevalue, LEN(@andorcodevalue), 1) <> '%' BEGIN SET @andorcodevalue = @andorcodevalue + '%' END END IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[Code] LIKE @andorcodevalue' END IF @andordept = 'OR' BEGIN IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[Dept]= @andordeptvalue' END IF @andordescription = 'OR' BEGIN IF SUBSTRING(@andordescriptionvalue, 1, 1) <> '%' BEGIN SET @andordescriptionvalue = '%' + @andordescriptionvalue END IF SUBSTRING(@andordescriptionvalue, LEN(@andordescriptionvalue), 1) <> '%' BEGIN SET @andordescriptionvalue = @andordescriptionvalue + '%' END SET @andordescriptionvalue = @andordescriptionvalue COLLATE SQL_Latin1_General_Cp1251_CS_AS IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[NCDescription] LIKE @andordescriptionvalue' END IF @andorfeecode = 'OR' BEGIN IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[FECode] = @andorfeecodevalue' END IF @andorname = 'OR' BEGIN IF SUBSTRING(@andornamevalue, 1, 1) <> '%' BEGIN SET @andornamevalue = '%' + @andornamevalue END IF SUBSTRING(@andornamevalue, LEN(@andornamevalue), 1) <> '%' BEGIN SET @andornamevalue = @andornamevalue + '%' END SET @andornamevalue = @andornamevalue COLLATE SQL_Latin1_General_Cp1251_CS_AS IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[NCName] LIKE @andornamevalue' END IF @andoroldref = 'OR' BEGIN IF SUBSTRING(@andoroldrefvalue, 1, 1) <> '%' BEGIN SET @andoroldrefvalue = '%' + @andoroldrefvalue END IF SUBSTRING(@andoroldrefvalue, LEN(@andoroldrefvalue), 1) <> '%' BEGIN SET @andoroldrefvalue = @andoroldrefvalue + '%' END IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[OldRef] LIKE @andoroldrefvalue' END IF @andoruser1 = 'OR' BEGIN IF SUBSTRING(@andoruser1value, 1, 1) <> '%' BEGIN SET @andoruser1value = '%' + @andoruser1value END IF SUBSTRING(@andoruser1value, LEN(@andoruser1value), 1) <> '%' BEGIN SET @andoruser1value = @andoruser1value + '%' END IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[User1] LIKE @andoruser1value' END IF @andoruser2 = 'OR' BEGIN IF SUBSTRING(@andoruser2value, 1, 1) <> '%' BEGIN SET @andoruser2value = '%' + @andoruser2value END IF SUBSTRING(@andoruser2value, LEN(@andoruser2value), 1) <> '%' BEGIN SET @andoruser2value = @andoruser2value + '%' END IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[User2] LIKE @andoruser2value' END IF @andoruser3 = 'OR' BEGIN IF SUBSTRING(@andoruser3value, 1, 1) <> '%' BEGIN SET @andoruser3value = '%' + @andoruser3value END IF SUBSTRING(@andoruser3value, LEN(@andoruser3value), 1) <> '%' BEGIN SET @andoruser3value = @andoruser3value + '%' END IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[User3] LIKE @andoruser3value' END IF @andorwtype = 'OR' BEGIN IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[WType] = @andorwtypevalue' END IF @andoryourref = 'OR' BEGIN IF SUBSTRING(@andoryourrefvalue, 1, 1) <> '%' BEGIN SET @andoryourrefvalue = '%' + @andoryourrefvalue END IF SUBSTRING(@andoryourrefvalue, LEN(@andoryourrefvalue), 1) <> '%' BEGIN SET @andoryourrefvalue = @andoryourrefvalue + '%' END IF @SearchIncludes <> N'' BEGIN SET @SearchIncludes = @SearchIncludes + N' OR ' END SET @SearchIncludes = @SearchIncludes + N'SM.[YourRef] LIKE @andoryourrefvalue' END --SELECT @SearchIncludes IF @SearchIncludes <> '' BEGIN SET @NCOMMAND = @NCOMMAND + N' AND ( ' + @SearchIncludes + N')' END IF @andoraddress = 'AND' BEGIN IF SUBSTRING(@andoraddressvalue, 1, 1) <> '%' BEGIN SET @andoraddressvalue = '%' + @andoraddressvalue END IF SUBSTRING(@andoraddressvalue, LEN(@andoraddressvalue), 1) <> '%' BEGIN SET @andoraddressvalue = @andoraddressvalue + '%' END SET @andoraddressvalue = @andoraddressvalue COLLATE SQL_Latin1_General_Cp1251_CS_AS SET @NCOMMAND = @NCOMMAND + N' AND SM.[NCAddress] LIKE @andoraddressvalue' END IF @andorcode = 'AND' BEGIN IF SUBSTRING(@andorcodevalue, 1, 1) <> '%' BEGIN SET @andorcodevalue = '%' + @andorcodevalue END IF SUBSTRING(@andorcodevalue, LEN(@andorcodevalue), 1) <> '%' BEGIN SET @andorcodevalue = @andorcodevalue + '%' END SET @NCOMMAND = @NCOMMAND + N' AND SM.[Code] LIKE @andorcodevalue' END IF @andordept = 'AND' BEGIN SET @NCOMMAND = @NCOMMAND + N' AND SM.[Dept] = @andordeptvalue' END IF @andordescription = 'AND' BEGIN IF SUBSTRING(@andordescriptionvalue, 1, 1) <> '%' BEGIN SET @andordescriptionvalue = '%' + @andordescriptionvalue END IF SUBSTRING(@andordescriptionvalue, LEN(@andordescriptionvalue), 1) <> '%' BEGIN SET @andordescriptionvalue = @andordescriptionvalue + '%' END SET @andordescriptionvalue = @andordescriptionvalue COLLATE SQL_Latin1_General_Cp1251_CS_AS SET @NCOMMAND = @NCOMMAND + N' AND SM.[NCDescription] LIKE @andordescriptionvalue' END IF @andorfeecode = 'AND' BEGIN SET @NCOMMAND = @NCOMMAND + N' AND SM.[FECode] = @andorfeecodevalue' END IF @andorname = 'AND' BEGIN IF SUBSTRING(@andornamevalue, 1, 1) <> '%' BEGIN SET @andornamevalue = '%' + @andornamevalue END IF SUBSTRING(@andornamevalue, LEN(@andornamevalue), 1) <> '%' BEGIN SET @andornamevalue = @andornamevalue + '%' END SET @andornamevalue = @andornamevalue COLLATE SQL_Latin1_General_Cp1251_CS_AS SET @NCOMMAND = @NCOMMAND + N' AND SM.[NCName] LIKE @andornamevalue' END IF @andoroldref = 'AND' BEGIN IF SUBSTRING(@andoroldrefvalue, 1, 1) <> '%' BEGIN SET @andoroldrefvalue = '%' + @andoroldrefvalue END IF SUBSTRING(@andoroldrefvalue, LEN(@andoroldrefvalue), 1) <> '%' BEGIN SET @andoroldrefvalue = @andoroldrefvalue + '%' END SET @NCOMMAND = @NCOMMAND + N' AND SM.[OldRef] LIKE @andoroldrefvalue' END IF @andoruser1 = 'AND' BEGIN IF SUBSTRING(@andoruser1value, 1, 1) <> '%' BEGIN SET @andoruser1value = '%' + @andoruser1value END IF SUBSTRING(@andoruser1value, LEN(@andoruser1value), 1) <> '%' BEGIN SET @andoruser1value = @andoruser1value + '%' END SET @NCOMMAND = @NCOMMAND + N' AND SM.[User1] LIKE @andoruser1value' END IF @andoruser2 = 'AND' BEGIN IF SUBSTRING(@andoruser2value, 1, 1) <> '%' BEGIN SET @andoruser2value = '%' + @andoruser2value END IF SUBSTRING(@andoruser2value, LEN(@andoruser2value), 1) <> '%' BEGIN SET @andoruser2value = @andoruser2value + '%' END SET @NCOMMAND = @NCOMMAND + N' AND SM.[User2] LIKE @andoruser2value' END IF @andoruser3 = 'AND' BEGIN IF SUBSTRING(@andoruser3value, 1, 1) <> '%' BEGIN SET @andoruser3value = '%' + @andoruser3value END IF SUBSTRING(@andoruser3value, LEN(@andoruser3value), 1) <> '%' BEGIN SET @andoruser3value = @andoruser3value + '%' END SET @NCOMMAND = @NCOMMAND + N' AND SM.[User3] LIKE @andoruser3value' END IF @andorwtype = 'AND' BEGIN SET @NCOMMAND = @NCOMMAND + N' AND SM.[WType] = @andorwtypevalue' END IF @andoryourref = 'AND' BEGIN IF SUBSTRING(@andoryourrefvalue, 1, 1) <> '%' BEGIN SET @andoryourrefvalue = '%' + @andoryourrefvalue END IF SUBSTRING(@andoryourrefvalue, LEN(@andoryourrefvalue), 1) <> '%' BEGIN SET @andoryourrefvalue = @andoryourrefvalue + '%' END SET @NCOMMAND = @NCOMMAND + N' AND SM.[YourRef] LIKE @andoryourrefvalue' END --SELECT @orderby, @order SET @NCOMMAND = @NCOMMAND + N' ORDER BY ' + CASE @orderby WHEN N'description' THEN N'CASE WHEN SM.[Description] = '''' THEN 1 ELSE 0 END, SM.[Description] ' + @order + N', SM.[Code] ' + @order WHEN N'Code' THEN N'CASE WHEN SM.[Code] = '''' THEN 1 ELSE 0 END, SM.[Code] ' + @order WHEN N'Name' THEN N'CASE WHEN SM.[Name] = '''' THEN 1 ELSE 0 END, SM.[Name] ' + @order + N', SM.[Code] ' + @order WHEN N'Address' THEN N'CASE WHEN SM.[Address] = '''' THEN 1 ELSE 0 END, SM.[Address] ' + @order + N', SM.[Code] ' + @order WHEN N'Email' THEN N'CASE WHEN SM.[Email] = '''' THEN 1 ELSE 0 END, SM.[Email] ' + @order + N', SM.[Code] ' + @order WHEN N'PhoneNumber' THEN N'CASE WHEN SM.[PhoneNumber] = '''' THEN 1 ELSE 0 END, SM.[PhoneNumber] ' + @order + N', SM.[Code] ' + @order WHEN N'user1' THEN N'CASE WHEN SM.[User1] = '''' THEN 1 ELSE 0 END, SM.[User1] ' + @order + N', SM.[Code] ' + @order WHEN N'user2' THEN N'CASE WHEN SM.[User2] = '''' THEN 1 ELSE 0 END, SM.[User2] ' + @order + N', SM.[Code] ' + @order WHEN N'user3' THEN N'CASE WHEN SM.[User3] = '''' THEN 1 ELSE 0 END, SM.[User3] ' + @order + N', SM.[Code] ' + @order WHEN N'yourref' THEN N'CASE WHEN SM.[YourRef] = '''' THEN 1 ELSE 0 END, SM.[YourRef] ' + @order + N', SM.[Code] ' + @order WHEN N'OldRef' THEN N'CASE WHEN SM.[OldRef] = '''' THEN 1 ELSE 0 END, SM.[OldRef] ' + @order + N', SM.[Code] ' + @order WHEN N'FileNum' THEN N'CASE WHEN SM.[FileNum] = 0 THEN 1 ELSE 0 END, SM.[FileNum] ' + @order + N', SM.[Code] ' + @order WHEN N'department' THEN N'CASE WHEN SM.[DeptDescription] = '''' THEN 1 ELSE 0 END, SM.[DeptDescription] ' + @order + N', SM.[Code] ' + @order WHEN N'Dept' THEN N'CASE WHEN SM.[DeptDescription] = '''' THEN 1 ELSE 0 END, SM.[DeptDescription] ' + @order + N', SM.[Code] ' + @order WHEN N'worktype' THEN N'CASE WHEN SM.[WTypeDescription] = '''' THEN 1 ELSE 0 END, SM.[WTypeDescription] ' + @order + N', SM.[Code] ' + @order WHEN N'FeeCode' THEN N'CASE WHEN SM.[FECode] = '''' THEN 2 WHEN SM.[FECode] = ''ADM'' THEN 1 ELSE 0 END, SM.[FECode] ' + @order + N', SM.[Code] ' + @order WHEN N'FeeEarner' THEN N'CASE WHEN SM.[HandlerName] = '''' AND SM.[FECode] = '''' THEN 3 WHEN SM.[HandlerName] = '''' THEN 2 WHEN SM.[HandlerName] = ''Admin'' THEN 1 ELSE 0 END, SM.[HandlerName] ' + @order + N', SM.[Code] ' + @order WHEN N'FileColour_Fld' THEN N'CASE WHEN SM.[FileColourDescription] = '''' THEN 1 ELSE 0 END, SM.[FileColourDescription] ' + @order + N', SM.[Code] ' + @order WHEN N'FileColour' THEN N'CASE WHEN SM.[FileColourDescription] = '''' THEN 1 ELSE 0 END, SM.[FileColourDescription] ' + @order + N', SM.[Code] ' + @order WHEN N'started' THEN N'SM.[Started] ' + @order + N', SM.[Code] ' + @order WHEN N'LastAccessed' THEN N'CASE WHEN RML.[DateField] IS NULL THEN 1 ELSE 0 END, RML.[DateField] ' + @order + N', SM.[Code] ' + @order WHEN N'closedate' THEN N'CASE WHEN SM.[CloseDate] IS NULL THEN 1 ELSE 0 END, SM.[CloseDate] ' + @order + N', SM.[Code] ' + @order WHEN N'orgcloseddate' THEN N'CASE WHEN SM.[orgcloseddate] IS NULL THEN 1 ELSE 0 END, SM.[orgcloseddate] ' + @order + N', SM.[Code] ' + @order WHEN N'casestatusdesc' THEN N'CASE WHEN SM.[MatterStatusDescription] IS NULL THEN 1 ELSE 0 END, SM.[MatterStatusDescription] ' + @order + N', SM.[Code] ' + @order ELSE CASE WHEN @Which <> 2 THEN N'SM.[Code] ' + @order ELSE N'CASE WHEN RML.[DateField] IS NULL THEN 1 ELSE 0 END, RML.[DateField] DESC, SM.[Code] ' + @order END END SET @NCOMMAND = @NCOMMAND + N' SELECT * FROM( SELECT ROW_NUMBER() OVER(ORDER BY [Res].[id]) AS [RowNumber], [RES].[id], [RES].[Time], [RES].[Code], [RES].[FileColour], [RES].[FileColour_Fld], [RES].[BackgroundColour], [RES].[TextColour], [RES].[Name], [RES].[Description], [RES].[Fe], [RES].[FeeCode], [RES].[FeeEarner], [RES].[User1], [RES].[User2], [RES].[User3], [RES].[Started], [RES].[Dept], [RES].[WorkType], [RES].[Privileges], [RES].[OldRef], [RES].[Address], [RES].[Email], [RES].[Closed], [RES].[OrgCloseDate], [RES].[CloseDate], [RES].[FileRGBColour], [RES].[LastAccessed], [RES].[PhoneNumber], [RES].[FileNum], [RES].[ClientCode], [RES].[DepartmentCode], [RES].[FeeEarnerTeam], [RES].[TeamName], [RES].[YourRef], [RES].[CaseStatusCode], [RES].[CaseStatusDesc] FROM @Result [RES])AS MatterTable WHERE MatterTable.[RowNumber] BETWEEN @StartRow AND @EndRow ORDER BY MatterTable.[id] ASC SELECT COUNT([RES].[id]) AS [TotalRecord] FROM @Result [RES] SELECT USERPROMPT1 AS [UserPrompt1], USERPROMPT2 AS [UserPrompt2], USERPROMPT3 AS [UserPrompt3], YourRef AS [YourRef] FROM [Control]' --SELECT @NCOMMAND EXECUTE sp_executesql @NCOMMAND, N'@HowMany INT, @BitWiseID BIGINT, @Handler VARCHAR(10), @WorkType VARCHAR(5), @department VARCHAR(5), @filecolour VARCHAR(3), @feecode VARCHAR(10), @searchtext VARCHAR(MAX), @andoraddressvalue VARCHAR(200), @andorcodevalue VARCHAR(200), @andordeptvalue VARCHAR(200), @andordescriptionvalue VARCHAR(200), @andorfeecodevalue VARCHAR(200), @andornamevalue VARCHAR(200), @andoroldrefvalue VARCHAR(200), @andoruser1value VARCHAR(200), @andoruser2value VARCHAR(200), @andoruser3value VARCHAR(200), @andorwtypevalue VARCHAR(200), @andoryourrefvalue VARCHAR(200), @StartRow INT, @EndRow INT', @Howmany, @BitWiseID, @handler, @worktype, @department, @filecolour, @feecode, @searchtext, @andoraddressvalue, @andorcodevalue, @andordeptvalue, @andordescriptionvalue, @andorfeecodevalue, @andornamevalue, @andoroldrefvalue, @andoruser1value, @andoruser2value, @andoruser3value, @andorwtypevalue, @andoryourrefvalue, @StartRow, @EndRow END GO IF OBJECT_ID(N'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].[ky_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